CIBC Bancorp USA Inc. group of 2 filers holding More: the full row for CIBC Bancorp USA Inc. 15,544 $1.74M +13,445 Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 15,490 $1.73M <0.01% +6,085 13F-HR Timeline Group Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 15,150 $1.69M 0.16% -1,702 13F-HR Timeline MARCO INVESTMENT MANAGEMENT LLC More: the full row for MARCO INVESTMENT MANAGEMENT LLC 15,105 $1.69M 0.13% -4,470 13F-HR Timeline StoneCrest Wealth Management, Inc. More: the full row for StoneCrest Wealth Management, Inc. 15,029 $1.68M 0.74% -1,818 13F-HR Timeline READYSTATE ASSET MANAGEMENT LP More: the full row for READYSTATE ASSET MANAGEMENT LP 15,000 $1.67M 0.08% new 13F-HR Timeline Banque Cantonale Vaudoise in group Banque Cantonale Vaudoise More: the full row for Banque Cantonale Vaudoise 14,837 $1.66M 0.06% -2,380 13F-HR Timeline Group NFSG Corp More: the full row for NFSG Corp 14,780 $1.65M 0.25% +418 13F-HR Timeline Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 14,526 $1.62M -3,006 Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 14,424 $1.61M 0.06% +12,274 13F-HR Timeline Modus Advisors, LLC More: the full row for Modus Advisors, LLC 14,330 $1.6M 0.44% +4,330 13F-HR Timeline SLT Holdings LLC More: the full row for SLT Holdings LLC 14,125 $1.58M 1.03% +1,800 13F-HR Timeline Intrua Financial, LLC More: the full row for Intrua Financial, LLC 13,825 $1.54M 0.18% -4,150 13F-HR Timeline PEAPACK GLADSTONE FINANCIAL CORP More: the full row for PEAPACK GLADSTONE FINANCIAL CORP 13,650 $1.52M 0.02% -775 13F-HR Timeline XTX Topco Ltd in group XTX Topco Ltd More: the full row for XTX Topco Ltd 13,539 $1.51M 0.08% new 13F-HR Timeline Group TEACHER RETIREMENT SYSTEM OF TEXAS More: the full row for TEACHER RETIREMENT SYSTEM OF TEXAS 13,512 $1.51M 0.01% +3,330 13F-HR Timeline Wealth Management Partners, LLC More: the full row for Wealth Management Partners, LLC 12,890 $1.44M 0.46% +7,605 13F-HR Timeline Harvest Investment Services, LLC More: the full row for Harvest Investment Services, LLC 12,848 $1.43M 0.29% new 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 12,697 $1.42M 0.01% -836 13F-HR Timeline Group Sheets Smith Investment Management More: the full row for Sheets Smith Investment Management 12,622 $1.41M 0.91% +44 13F-HR Timeline WJ Wealth Management, LLC More: the full row for WJ Wealth Management, LLC 10,573 $1.4M 0.62% -10,877 13F-HR/A Timeline Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 12,355 $1.38M 0.04% +4,712 13F-HR Timeline Group VICTORY CAPITAL MANAGEMENT INC More: the full row for VICTORY CAPITAL MANAGEMENT INC 12,179 $1.36M <0.01% +463 13F-HR Timeline Fox Hill Wealth Management More: the full row for Fox Hill Wealth Management 11,913 $1.33M 0.62% +1,442 13F-HR Timeline 1832 Asset Management L.P. More: the full row for 1832 Asset Management L.P. 11,850 $1.32M <0.01% -18,600 13F-HR Timeline SYNOVUS FINANCIAL CORP More: the full row for SYNOVUS FINANCIAL CORP 11,619 $1.3M 0.01% +1,094 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 11,479 $1.28M <0.01% -557 13F-HR Timeline DNB Asset Management AS in group DNB Asset Management AS More: the full row for DNB Asset Management AS 11,372 $1.27M <0.01% new 13F-HR Timeline Group NISA INVESTMENT ADVISORS, LLC More: the full row for NISA INVESTMENT ADVISORS, LLC 11,187 $1.25M <0.01% +9,355 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 11,093 $1.24M 0.05% new 13F-HR Timeline Group FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 10,967 $1.22M 0.05% +3,993 13F-HR Timeline ALPS ADVISORS INC in group ALPS ADVISORS INC More: the full row for ALPS ADVISORS INC 10,929 $1.22M 0.01% +4,103 13F-HR Timeline Group Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 10,585 $1.18M 0.02% +2,435 13F-HR Timeline Navis Wealth Advisors, LLC More: the full row for Navis Wealth Advisors, LLC 10,500 $1.17M 0.88% new 13F-HR Timeline FRED ALGER MANAGEMENT, LLC in group FRED ALGER MANAGEMENT, LLC More: the full row for FRED ALGER MANAGEMENT, LLC 10,484 $1.17M <0.01% new 13F-HR Timeline Group PRELUDE CAPITAL MANAGEMENT, LLC More: the full row for PRELUDE CAPITAL MANAGEMENT, LLC 10,345 $1.15M 0.09% new 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 10,157 $1.13M 0.05% +907 13F-HR Timeline Foster Victor Wealth Advisors, LLC More: the full row for Foster Victor Wealth Advisors, LLC 8,871 $1.13M 0.07% +18 13F-HR Timeline FLORIDA FINANCIAL ADVISORS, LLC More: the full row for FLORIDA FINANCIAL ADVISORS, LLC 10,052 $1.12M 0.35% new 13F-HR Timeline PUBLIC EMPLOYEES RETIREMENT ASSOCIATION… More: the full row for PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO 10,030 $1.12M <0.01% new 13F-HR Timeline KLCM Advisors, Inc. More: the full row for KLCM Advisors, Inc. 10,000 $1.12M 0.11% 0 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 9,982 $1.11M 0.41% +57 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 9,790 $1.09M <0.01% +6,638 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 9,609 $1.07M 0.02% -1,013 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 8,596 $1.07M 0.02% +4,672 13F-HR Timeline Watts Gwilliam & Co., LLC More: the full row for Watts Gwilliam & Co., LLC 9,469 $1.06M 0.17% -719 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 9,408 $1.05M 0.02% new 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 9,400 $1.05M 0.04% new 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 9,318 $1.04M 0.05% +6,848 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 9,188 $1.03M 0.03% -326 13F-HR Timeline Squarepoint Ops LLC in group Squarepoint Ops LLC More: the full row for Squarepoint Ops LLC 9,053 $1.01M <0.01% new 13F-HR Timeline Group Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 9,039 $1.01M 0.01% -596 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 9,017 $1.01M 0.03% -122 13F-HR Timeline BOCHK Asset Management Ltd More: the full row for BOCHK Asset Management Ltd 9,000 $1M 0.26% new 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 8,894 $993K 0.01% +1,141 13F-HR Timeline Empowered Funds, LLC More: the full row for Empowered Funds, LLC 8,887 $992K 0.01% +472 13F-HR Timeline JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 8,809 $983K 0.01% -2,004 13F-HR Timeline HSBC HOLDINGS PLC in group HSBC HOLDINGS PLC More: the full row for HSBC HOLDINGS PLC 8,749 $973K <0.01% -1,526 13F-HR Timeline Group Xcel Wealth Management, LLC More: the full row for Xcel Wealth Management, LLC 8,588 $959K 0.25% new 13F-HR Timeline XPONANCE LLC More: the full row for XPONANCE LLC 8,501 $949K 0.01% +368 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 8,461 $945K 0.01% +515 13F-HR Timeline Orion Investment Co More: the full row for Orion Investment Co 8,428 $941K 0.3% new 13F-HR Timeline BayBridge Capital Group, LLC More: the full row for BayBridge Capital Group, LLC 8,425 $940K 0.6% -5,309 13F-HR Timeline Bensler, LLC More: the full row for Bensler, LLC 8,395 $937K 0.1% +1,190 13F-HR Timeline Kaizen Financial Strategies More: the full row for Kaizen Financial Strategies 8,737 $933K 0.42% -2,740 13F-HR Timeline Joule Financial, LLC More: the full row for Joule Financial, LLC 8,350 $932K 0.28% -8,878 13F-HR Timeline Ariose Capital Management Ltd More: the full row for Ariose Capital Management Ltd 8,329 $930K 0.31% new 13F-HR Timeline PRINCIPAL FINANCIAL GROUP INC group of 2 filers holding More: the full row for PRINCIPAL FINANCIAL GROUP INC 8,183 $913K +1,074 Timeline JENNISON ASSOCIATES LLC More: the full row for JENNISON ASSOCIATES LLC 8,173 $912K <0.01% new 13F-HR Timeline Silverleafe Capital Partners, LLC More: the full row for Silverleafe Capital Partners, LLC 8,119 $906K 0.28% +909 13F-HR Timeline Legacy Advisors, LLC More: the full row for Legacy Advisors, LLC 8,003 $893K 0.11% new 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 7,966 $889K 0.06% +1,643 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 7,938 $886K 0.02% -19,562 13F-HR Timeline Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 7,864 $878K <0.01% new 13F-HR Timeline Adams Wealth Management More: the full row for Adams Wealth Management 7,797 $863K 0.18% 0 13F-HR Timeline CacheTech Inc. More: the full row for CacheTech Inc. 7,797 $863K 0.17% 0 13F-HR Timeline GWN SECURITIES INC. More: the full row for GWN SECURITIES INC. 7,676 $857K 0.2% -1,210 13F-HR Timeline WEALTH EFFECTS LLC More: the full row for WEALTH EFFECTS LLC 7,500 $837K 0.27% +790 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 7,320 $817K 0.05% +328 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 7,142 $797K <0.01% +1,379 13F-HR Timeline Group Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 7,066 $789K 0.15% +101 13F-HR/A Timeline Quantum Private Wealth, LLC More: the full row for Quantum Private Wealth, LLC 7,050 $787K 0.23% new 13F-HR Timeline Tradition Wealth Management, LLC More: the full row for Tradition Wealth Management, LLC 7,000 $781K 0.06% new 13F-HR Timeline Rollins Financial Advisors, LLC More: the full row for Rollins Financial Advisors, LLC 6,973 $778K 0.12% +1,770 13F-HR Timeline Powell Investment Advisors, LLC More: the full row for Powell Investment Advisors, LLC 6,735 $752K 0.26% 0 13F-HR Timeline GUGGENHEIM CAPITAL LLC in group GUGGENHEIM CAPITAL LLC More: the full row for GUGGENHEIM CAPITAL LLC 6,719 $750K 0.01% -391 13F-HR Timeline Group First Business Financial Services, Inc. More: the full row for First Business Financial Services, Inc. 6,650 $742K 0.07% +1,650 13F-HR Timeline Sovereign Financial Group, Inc. More: the full row for Sovereign Financial Group, Inc. 6,631 $740K 0.14% -44 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 6,619 $739K 0.02% +1,527 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 6,570 $733K 0.01% new 13F-HR Timeline Group BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 6,528 $729K <0.01% +1,587 13F-HR Timeline Group Sara-Bay Financial More: the full row for Sara-Bay Financial 6,450 $720K 0.2% new 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 6,348 $709K 0.07% +5,603 13F-HR Timeline Schonfeld Strategic Advisors LLC More: the full row for Schonfeld Strategic Advisors LLC 6,140 $685K <0.01% -11,945 13F-HR Timeline Darden Wealth Group Inc More: the full row for Darden Wealth Group Inc 6,136 $685K 0.36% -814 13F-HR Timeline Plancorp, LLC More: the full row for Plancorp, LLC 6,089 $680K 0.02% +73 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 6,071 $678K 0.04% new 13F-HR Timeline DIVERSIFY WEALTH MANAGEMENT, LLC in group Diversify Advisory Services, … More: the full row for DIVERSIFY WEALTH MANAGEMENT, LLC 5,319 $674K 0.04% +864 13F-HR Timeline Group United Capital Management of KS, Inc. More: the full row for United Capital Management of KS, Inc. 6,016 $672K 0.09% -2,000 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 5,993 $669K 0.04% +518 13F-HR Timeline FNY Investment Advisers, LLC More: the full row for FNY Investment Advisers, LLC 5,985 $668K 0.22% +5,183 13F-HR Timeline FORA Capital, LLC More: the full row for FORA Capital, LLC 5,872 $655K 0.12% -86,292 13F-HR Timeline Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 5,836 $651K 0.01% +3,632 13F-HR Timeline WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 5,835 $651K 0.07% new 13F-HR Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 5,823 $650K 0.03% +895 13F-HR Timeline Matisse Capital More: the full row for Matisse Capital 5,814 $649K 0.29% new 13F-HR Timeline MEANS INVESTMENT CO., INC. More: the full row for MEANS INVESTMENT CO., INC. 5,779 $645K 0.06% +1,318 13F-HR Timeline Redhawk Wealth Advisors, Inc. More: the full row for Redhawk Wealth Advisors, Inc. 5,737 $640K 0.07% +881 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 5,652 $631K 0.02% +2,839 13F-HR/A Timeline First National Trust Co More: the full row for First National Trust Co 5,650 $631K 0.02% 0 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 5,645 $630K 0.04% +1,362 13F-HR Timeline SIH Partners, LLLP in group SIH Partners, LLLP More: the full row for SIH Partners, LLLP 5,584 $623K 0.05% new 13F-HR Timeline Group Advisors Asset Management, Inc. More: the full row for Advisors Asset Management, Inc. 5,536 $618K 0.01% +2,189 13F-HR/A Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 5,485 $612K 0.01% -325 13F-HR Timeline Group Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 5,460 $610K 0.01% new 13F-HR Timeline Circle Wealth Management, LLC More: the full row for Circle Wealth Management, LLC 5,361 $598K 0.01% -659 13F-HR Timeline SHEETS SMITH WEALTH MANAGEMENT More: the full row for SHEETS SMITH WEALTH MANAGEMENT 5,278 $589K 0.07% 0 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 5,254 $587K 0.03% -5,746 13F-HR Timeline Coastal Bridge Advisors, LLC More: the full row for Coastal Bridge Advisors, LLC 5,223 $583K 0.04% +223 13F-HR Timeline MACQUARIE GROUP LTD in group MACQUARIE GROUP LTD More: the full row for MACQUARIE GROUP LTD 5,173 $578K <0.01% +2,360 13F-HR Timeline Group MACKENZIE FINANCIAL CORP More: the full row for MACKENZIE FINANCIAL CORP 5,163 $576K <0.01% new 13F-HR Timeline Allspring Global Investments Holdings, … in group Allspring Global Investments … More: the full row for Allspring Global Investments Holdings, LLC 4,962 $575K <0.01% new 13F-HR Timeline Group Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 5,116 $571K 0.03% -892 13F-HR Timeline Group LexAurum Advisors, LLC More: the full row for LexAurum Advisors, LLC 5,035 $562K 0.08% 0 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 5,029 $561K 0.04% -4,790 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 5,005 $559K 0.01% -754 13F-HR Timeline Lighthouse Investment Partners, LLC in group Lighthouse Investment Partner… More: the full row for Lighthouse Investment Partners, LLC 5,000 $558K 0.02% new 13F-HR Timeline Group Carbahal Olsen Financial Services Group… More: the full row for Carbahal Olsen Financial Services Group, LLC 5,000 $558K 0.45% 0 13F-HR Timeline WORLD EQUITY GROUP, INC. More: the full row for WORLD EQUITY GROUP, INC. 4,910 $548K 0.12% -2,053 13F-HR Timeline BAILARD, INC. More: the full row for BAILARD, INC. 4,810 $537K 0.01% new 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 4,803 $536K 0.02% -390 13F-HR Timeline Group Gainplan LLC More: the full row for Gainplan LLC 4,802 $536K 0.23% new 13F-HR Timeline Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 4,797 $535K 0.01% new 13F-HR Timeline Group Swiss Life Asset Management Ltd in group Swiss Life Asset Management L… More: the full row for Swiss Life Asset Management Ltd 4,793 $535K <0.01% new 13F-HR Timeline Group Stiles Financial Services Inc More: the full row for Stiles Financial Services Inc 4,730 $528K 0.17% +1,120 13F-HR Timeline OBSIDIAN CIO, LLC More: the full row for OBSIDIAN CIO, LLC 4,715 $526K 0.07% new 13F-HR Timeline Signature Wealth Management Partners, L… More: the full row for Signature Wealth Management Partners, LLC 4,714 $526K 0.28% -2,125 13F-HR Timeline Herold Advisors, Inc. More: the full row for Herold Advisors, Inc. 4,700 $525K 0.12% 0 13F-HR Timeline Sunpointe, LLC More: the full row for Sunpointe, LLC 4,700 $525K 0.19% +200 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 4,676 $522K 0.04% +154 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 3,008 $516K 0.01% new 13F-HR/A Timeline Inscription Capital, LLC More: the full row for Inscription Capital, LLC 4,588 $512K 0.06% -920 13F-HR Timeline Entropy Technologies, LP More: the full row for Entropy Technologies, LP 4,576 $511K 0.04% -5,036 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 4,568 $510K <0.01% +377 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 4,564 $509K 0.01% new 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 4,521 $505K 0.02% new 13F-HR Timeline Essex LLC More: the full row for Essex LLC 4,500 $502K 0.09% -130 13F-HR Timeline Evanson Asset Management, LLC More: the full row for Evanson Asset Management, LLC 4,438 $495K 0.03% new 13F-HR Timeline Meriwether Wealth & Planning, LLC More: the full row for Meriwether Wealth & Planning, LLC 4,425 $494K 0.29% +310 13F-HR Timeline Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 4,415 $493K 0.06% new 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 4,360 $487K 0.28% +169 13F-HR Timeline Blueshift Asset Management, LLC More: the full row for Blueshift Asset Management, LLC 4,357 $486K 0.15% new 13F-HR Timeline COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 4,346 $485K <0.01% new 13F-HR Timeline Group HOWARD FINANCIAL SERVICES, LTD. More: the full row for HOWARD FINANCIAL SERVICES, LTD. 4,333 $484K 0.06% +158 13F-HR Timeline MONEY CONCEPTS CAPITAL CORP More: the full row for MONEY CONCEPTS CAPITAL CORP 4,318 $482K 0.03% new 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 4,314 $482K <0.01% new 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 4,305 $481K 0.01% new 13F-HR Timeline Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 2,737 $477K 0.06% new 13F-HR Timeline Counterpoint Mutual Funds LLC More: the full row for Counterpoint Mutual Funds LLC 4,213 $470K 0.04% new 13F-HR Timeline FLPUTNAM INVESTMENT MANAGEMENT CO More: the full row for FLPUTNAM INVESTMENT MANAGEMENT CO 4,205 $469K 0.01% -2,995 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 3,979 $464K 0.03% new 13F-HR Timeline GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 4,124 $460K 0.02% 0 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 4,071 $454K 0.02% +356 13F-HR Timeline Legato Capital Management LLC More: the full row for Legato Capital Management LLC 4,047 $452K 0.05% new 13F-HR Timeline Apexium Financial, LP More: the full row for Apexium Financial, LP 4,000 $447K 0.02% +225 13F-HR Timeline Arete Wealth Advisors, LLC More: the full row for Arete Wealth Advisors, LLC 3,990 $445K 0.03% new 13F-HR Timeline Magnetar Financial LLC in group Magnetar Financial LLC More: the full row for Magnetar Financial LLC 3,955 $441K <0.01% new 13F-HR Timeline Group Ranch Capital Advisors Inc. More: the full row for Ranch Capital Advisors Inc. 3,917 $437K 0.17% new 13F-HR Timeline Palumbo Wealth Management LLC More: the full row for Palumbo Wealth Management LLC 3,892 $434K 0.14% -8,318 13F-HR Timeline WBI INVESTMENTS, LLC in group WBI INVESTMENTS, LLC More: the full row for WBI INVESTMENTS, LLC 3,876 $433K 0.11% new 13F-HR Timeline Group Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 3,873 $432K 0.01% new 13F-HR Timeline Group Empirical Financial Services, LLC d.b.a… More: the full row for Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 3,872 $432K 0.01% -12 13F-HR Timeline Legacy PCG, LLC More: the full row for Legacy PCG, LLC 3,838 $428K 0.26% new 13F-HR Timeline High Net Worth Advisory Group LLC More: the full row for High Net Worth Advisory Group LLC 3,812 $426K 0.1% -82 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 3,802 $424K 0.02% -4,625 13F-HR Timeline Pasadena Private Wealth, LLC More: the full row for Pasadena Private Wealth, LLC 3,802 $424K 0.06% +210 13F-HR Timeline CIBC Asset Management Inc More: the full row for CIBC Asset Management Inc 3,778 $422K <0.01% 0 13F-HR Timeline C2P Capital Advisory Group, LLC d.b.a. … More: the full row for C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 3,773 $421K 0.02% -1,332 13F-HR Timeline Glenmede Investment Management, LP More: the full row for Glenmede Investment Management, LP 3,709 $414K <0.01% new 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 3,665 $409K <0.01% new 13F-HR Timeline Cornerstone Capital, Inc. More: the full row for Cornerstone Capital, Inc. 3,625 $405K 0.04% -900 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 3,589 $401K 0.01% +929 13F-HR Timeline Gerber Kawasaki Wealth & Investment Man… More: the full row for Gerber Kawasaki Wealth & Investment Management 3,564 $398K 0.01% -38 13F-HR Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 3,542 $395K <0.01% new 13F-HR Timeline Group PETREDIS INVESTMENT ADVISORS LLC More: the full row for PETREDIS INVESTMENT ADVISORS LLC 3,530 $394K 0.03% new 13F-HR Timeline Fiduciary Wealth Partners, LLC More: the full row for Fiduciary Wealth Partners, LLC 3,525 $393K 0.17% new 13F-HR Timeline AMALGAMATED BANK More: the full row for AMALGAMATED BANK 3,508 $392K <0.01% 0 13F-HR Timeline Owen LaRue, LLC More: the full row for Owen LaRue, LLC 3,500 $391K 0.15% new 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 3,492 $390K 0.03% new 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 3,463 $387K 0.01% new 13F-HR Timeline Vontobel Holding Ltd. in group Vontobel Holding Ltd. More: the full row for Vontobel Holding Ltd. 3,460 $386K <0.01% new 13F-HR Timeline Group Red Door Wealth Management, LLC More: the full row for Red Door Wealth Management, LLC 3,410 $381K 0.04% new 13F-HR Timeline Noble Wealth Management PBC More: the full row for Noble Wealth Management PBC 3,400 $380K 0.2% 13F-HR Timeline McGuire Investment Group, LLC More: the full row for McGuire Investment Group, LLC 3,313 $370K 0.04% new 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 3,295 $368K <0.01% +2,493 13F-HR Timeline Almanack Investment Partners, LLC. More: the full row for Almanack Investment Partners, LLC. 3,257 $364K 0.06% new 13F-HR Timeline Curi Capital, LLC More: the full row for Curi Capital, LLC 3,209 $358K 0.01% -2,117 13F-HR Timeline Wellington Shields Capital Management, … group of 2 filers holding More: the full row for Wellington Shields Capital Management, LLC 3,207 $358K new Timeline OXFORD ASSET MANAGEMENT LLP More: the full row for OXFORD ASSET MANAGEMENT LLP 3,184 $355K 0.12% -6,895 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Chung Wu Investment Group, LLC More: the full row for Chung Wu Investment Group, LLC 3,180 $355K 0.3% new 13F-HR Timeline