KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 11,283 $548K <0.01% +1,132 13F-HR Timeline Group CX Institutional More: the full row for CX Institutional 11,267 $547K 0.02% -503 13F-HR Timeline Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 11,158 $542K 0.03% -44 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 11,089 $541K 0.02% 0 13F-HR Timeline Tufton Capital Management More: the full row for Tufton Capital Management 11,137 $540K 0.09% 0 13F-HR Timeline Cinctive Capital Management LP More: the full row for Cinctive Capital Management LP 11,084 $538K 0.02% +6,942 13F-HR Timeline Quarry LP More: the full row for Quarry LP 11,026 $536K 0.08% +9,970 13F-HR Timeline SPROTT INC. More: the full row for SPROTT INC. 10,978 $533K 0.02% +93 13F-HR Timeline MEYER HANDELMAN CO More: the full row for MEYER HANDELMAN CO 10,950 $532K 0.02% -500 13F-HR Timeline One Capital Management, LLC More: the full row for One Capital Management, LLC 8,175 $531K 0.01% 0 13F-HR Timeline GREENLEAF TRUST More: the full row for GREENLEAF TRUST 10,936 $531K 0.01% -41 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 10,923 $531K 0.01% -35 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 10,871 $528K 0.01% +618 13F-HR Timeline Next Level Wealth Planning, LLC More: the full row for Next Level Wealth Planning, LLC 10,812 $525K 0.23% 0 13F-HR Timeline MQS Management LLC More: the full row for MQS Management LLC 10,727 $521K 0.64% new 13F-HR Timeline ASO GROUP Ltd More: the full row for ASO GROUP Ltd 10,663 $518K 0.22% 0 13F-HR Timeline SUMITOMO LIFE INSURANCE CO More: the full row for SUMITOMO LIFE INSURANCE CO 10,655 $518K 0.01% -231 13F-HR Timeline Ark Wealth Advisors LLC More: the full row for Ark Wealth Advisors LLC 10,581 $514K 0.46% +699 13F-HR Timeline CIM INVESTMENT MANAGEMENT INC More: the full row for CIM INVESTMENT MANAGEMENT INC 10,576 $514K 0.12% -960 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 10,537 $512K 0.03% +1,209 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 10,507 $510K <0.01% -375 13F-HR Timeline Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 10,428 $506K <0.01% -2,836 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 10,400 $505K 0.02% new 13F-HR Timeline Balboa Wealth Partners More: the full row for Balboa Wealth Partners 10,381 $504K 0.07% 0 13F-HR Timeline COMMERZBANK AKTIENGESELLSCHAFT /FI More: the full row for COMMERZBANK AKTIENGESELLSCHAFT /FI 10,320 $501K 0.01% -619 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 10,290 $500K 0.01% new 13F-HR Timeline Variant Private Wealth, LLC More: the full row for Variant Private Wealth, LLC 10,268 $499K 0.56% -176 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 10,200 $498K 0.01% -125 13F-HR Timeline Edgestream Partners, L.P. More: the full row for Edgestream Partners, L.P. 10,149 $493K 0.01% +5,262 13F-HR Timeline BOYD WATTERSON ASSET MANAGEMENT LLC/OH More: the full row for BOYD WATTERSON ASSET MANAGEMENT LLC/OH 10,000 $486K 0.13% 0 13F-HR Timeline Baader Bank Aktiengesellschaft More: the full row for Baader Bank Aktiengesellschaft 10,000 $486K 0.04% -10,745 13F-HR Timeline Fruth Investment Management More: the full row for Fruth Investment Management 10,003 $485K 0.12% 0 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 9,956 $484K 0.01% -184 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 9,937 $483K 0.01% -18,437 13F-HR Timeline Unique Wealth Strategies, LLC More: the full row for Unique Wealth Strategies, LLC 9,917 $482K 0.18% new 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 9,888 $480K 0.02% +994 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 9,883 $480K 0.04% 0 13F-HR Timeline EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 9,822 $477K <0.01% +7,548 13F-HR/A Timeline Quadcap Wealth Management, LLC More: the full row for Quadcap Wealth Management, LLC 9,714 $472K 0.05% +254 13F-HR Timeline Targeted Financial Services LLC More: the full row for Targeted Financial Services LLC 9,700 $471K 0.35% 0 13F-HR Timeline PURSUE WEALTH PARTNERS LLC More: the full row for PURSUE WEALTH PARTNERS LLC 9,655 $469K 0.26% -8,690 13F-HR Timeline RFG Holdings, Inc. More: the full row for RFG Holdings, Inc. 9,633 $468K 0.1% -2,059 13F-HR Timeline Americana Partners, LLC More: the full row for Americana Partners, LLC 9,542 $463K 0.01% +318 13F-HR Timeline GATEWAY INVESTMENT ADVISERS LLC More: the full row for GATEWAY INVESTMENT ADVISERS LLC 9,520 $462K <0.01% +1,367 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 9,474 $460K 0.01% +2,726 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 9,436 $458K 0.01% -769 13F-HR Timeline FARLEY CAPITAL L.P. in group FARLEY CAPITAL L.P. More: the full row for FARLEY CAPITAL L.P. 6,988 $454K 0.36% 0 13F-HR Timeline Group Triumph Capital Management More: the full row for Triumph Capital Management 9,350 $454K 0.08% +8,027 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 9,348 $454K 0.03% +2,208 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 9,318 $453K 0.02% -1,069 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 9,297 $452K 0.01% new 13F-HR Timeline PCM Encore, LLC More: the full row for PCM Encore, LLC 9,276 $451K 0.08% -2,482 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 8,210 $442K 0.01% +220 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 8,986 $436K 0.01% +6,981 13F-HR Timeline Group EVOLVE PRIVATE WEALTH, LLC More: the full row for EVOLVE PRIVATE WEALTH, LLC 8,934 $436K 0.03% +493 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 8,956 $435K 0.01% -519 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 8,948 $435K 0.02% +486 13F-HR Timeline Meeder Advisory Services, Inc. group of 2 filers holding More: the full row for Meeder Advisory Services, Inc. 8,892 $432K +1,629 Timeline Wellington Shields Capital Management, … group of 2 filers holding More: the full row for Wellington Shields Capital Management, LLC 8,875 $431K 0 Timeline Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 8,848 $430K 0.01% +2,146 13F-HR Timeline Samalin Investment Counsel, LLC More: the full row for Samalin Investment Counsel, LLC 8,796 $427K 0.14% +1,006 13F-HR Timeline DONALDSON CAPITAL MANAGEMENT, LLC More: the full row for DONALDSON CAPITAL MANAGEMENT, LLC 8,772 $426K 0.01% new 13F-HR Timeline SBI Okasan Asset Management Co.Ltd. More: the full row for SBI Okasan Asset Management Co.Ltd. 8,600 $422K 0.01% 0 13F-HR Timeline Matthew Goff Investment Advisor, LLC More: the full row for Matthew Goff Investment Advisor, LLC 8,555 $416K 0.07% -145 13F-HR Timeline Old North State Wealth Management, LLC More: the full row for Old North State Wealth Management, LLC 8,432 $410K 0.18% -61 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 8,413 $409K <0.01% +121 13F-HR Timeline Group First PREMIER Bank More: the full row for First PREMIER Bank 8,371 $407K 0.07% 0 13F-HR Timeline Fox Hill Wealth Management More: the full row for Fox Hill Wealth Management 8,367 $406K 0.16% -100 13F-HR Timeline HORIZON KINETICS ASSET MANAGEMENT LLC More: the full row for HORIZON KINETICS ASSET MANAGEMENT LLC 8,331 $405K <0.01% -519 13F-HR Timeline ASPIRIANT, LLC More: the full row for ASPIRIANT, LLC 8,261 $401K 0.01% +4,178 13F-HR Timeline WESTPORT ASSET MANAGEMENT INC More: the full row for WESTPORT ASSET MANAGEMENT INC 8,135 $395K 0.16% 0 13F-HR Timeline SteelPeak Wealth, LLC More: the full row for SteelPeak Wealth, LLC 8,088 $395K 0.01% +767 13F-HR Timeline IFS Group,LLC More: the full row for IFS Group,LLC 8,104 $394K 0.54% -119 13F-HR Timeline Ironwood Financial, llc More: the full row for Ironwood Financial, llc 7,118 $390K 0.06% +271 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 7,925 $385K 0.01% -2 13F-HR Timeline Rydar Equities, Inc. More: the full row for Rydar Equities, Inc. 7,103 $385K 0.22% +91 13F-HR Timeline Alteri Wealth LLC More: the full row for Alteri Wealth LLC 7,916 $384K 0.11% +20 13F-HR Timeline CAPITAL ADVISORS INC/OK More: the full row for CAPITAL ADVISORS INC/OK 7,903 $384K 0.01% +12 13F-HR Timeline Aster Capital Management (DIFC) Ltd More: the full row for Aster Capital Management (DIFC) Ltd 7,831 $380K 0.08% new 13F-HR/A Timeline LIBERTY ONE INVESTMENT MANAGEMENT, LLC More: the full row for LIBERTY ONE INVESTMENT MANAGEMENT, LLC 7,775 $378K 0.04% +389 13F-HR Timeline SHARPEPOINT LLC More: the full row for SHARPEPOINT LLC 7,765 $377K 0.19% +17 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 7,124 $368K 0.01% -286 13F-HR Timeline Arista Wealth Management, LLC More: the full row for Arista Wealth Management, LLC 7,513 $365K 0.04% new 13F-HR Timeline W1M Asset Management Ltd More: the full row for W1M Asset Management Ltd 7,510 $365K <0.01% +10 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 7,452 $362K 0.01% +74 13F-HR Timeline Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 7,405 $360K 0.02% +2,058 13F-HR Timeline Curi Capital, LLC More: the full row for Curi Capital, LLC 7,377 $359K 0.01% +4,185 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 7,393 $359K 0.02% +45 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 7,323 $356K <0.01% -1,622 13F-HR Timeline Group Generali Investments, Management Co LLC More: the full row for Generali Investments, Management Co LLC 7,274 $353K 0.08% +30 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 7,263 $353K <0.01% +4,708 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 7,189 $353K 0.01% 0 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 7,208 $350K 0.01% -198 13F-HR Timeline Oxbow Advisors, LLC More: the full row for Oxbow Advisors, LLC 7,120 $346K 0.03% +100 13F-HR Timeline Sage Investment Counsel LLC More: the full row for Sage Investment Counsel LLC 7,111 $345K 0.35% -400 13F-HR Timeline Allegiance Financial Group Advisory Ser… More: the full row for Allegiance Financial Group Advisory Services LLC 7,052 $344K 0.06% +1,652 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 7,062 $343K 0.01% +1,319 13F-HR Timeline Kerrisdale Advisers, LLC More: the full row for Kerrisdale Advisers, LLC 7,050 $342K 0.09% 0 13F-HR Timeline Bristlecone Value Partners, LLC More: the full row for Bristlecone Value Partners, LLC 7,037 $342K 0.27% 0 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 7,033 $342K <0.01% +330 13F-HR Timeline OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 7,032 $342K 0.01% -1,905 13F-HR Timeline Roehl & Yi Investment Advisors, LLC More: the full row for Roehl & Yi Investment Advisors, LLC 6,969 $338K 0.11% -153 13F-HR Timeline Capital Square, LLC More: the full row for Capital Square, LLC 6,393 $338K 0.15% -90 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 6,927 $336K 0.02% -331 13F-HR Timeline nVerses Capital, LLC More: the full row for nVerses Capital, LLC 6,925 $336K 0.52% new 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 6,831 $333K <0.01% 0 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 6,864 $333K 0.01% -537 13F-HR Timeline Argentarii, LLC More: the full row for Argentarii, LLC 5,626 $332K 0.1% 0 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 6,809 $331K 0.04% 0 13F-HR Timeline Group Murphy Pohlad Asset Management LLC More: the full row for Murphy Pohlad Asset Management LLC 6,803 $330K 0.12% 0 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 6,796 $330K <0.01% +445 13F-HR Timeline FINANCIAL MANAGEMENT NETWORK INC More: the full row for FINANCIAL MANAGEMENT NETWORK INC 5,967 $329K 0.05% +28 13F-HR Timeline DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 6,760 $328K 0.01% -20,287 13F-HR Timeline Xcelsior Advisor Partners LLC More: the full row for Xcelsior Advisor Partners LLC 6,748 $328K 0.04% new 13F-HR Timeline Integrity Advisory Solutions, LLC More: the full row for Integrity Advisory Solutions, LLC 6,748 $328K 0.03% +587 13F-HR Timeline Parcion Private Wealth LLC More: the full row for Parcion Private Wealth LLC 6,741 $327K 0.02% +1,622 13F-HR Timeline ABN AMRO INVESTMENT SOLUTIONS in group ABN AMRO INVESTMENT SOLUTIONS More: the full row for ABN AMRO INVESTMENT SOLUTIONS 6,722 $326K <0.01% new 13F-HR Timeline Group Marble Wealth, LLC More: the full row for Marble Wealth, LLC 6,718 $326K 0.05% +9 13F-HR Timeline Family Manage LLC More: the full row for Family Manage LLC 6,699 $325K 0.03% +58 13F-HR Timeline SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 6,698 $325K 0.03% +3,243 13F-HR Timeline Rothschild Wealth LLC More: the full row for Rothschild Wealth LLC 6,642 $323K 0.03% +864 13F-HR Timeline PRING TURNER CAPITAL GROUP INC More: the full row for PRING TURNER CAPITAL GROUP INC 5,688 $319K 0.18% -55,640 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 6,498 $316K 0.01% -252 13F-HR Timeline KCM INVESTMENT ADVISORS LLC More: the full row for KCM INVESTMENT ADVISORS LLC 6,486 $315K 0.01% +1,656 13F-HR Timeline Rice Partnership, LLC More: the full row for Rice Partnership, LLC 6,473 $314K 0.04% 0 13F-HR Timeline Wick Capital Partners, LLC More: the full row for Wick Capital Partners, LLC 6,427 $312K 0.05% +759 13F-HR Timeline Encompass More Asset Management More: the full row for Encompass More Asset Management 6,410 $311K 0.05% +162 13F-HR Timeline GSA CAPITAL PARTNERS LLP More: the full row for GSA CAPITAL PARTNERS LLP 6,407 $311K 0.02% new 13F-HR Timeline Ameritas Investment Partners, Inc. in group Ameritas Investment Partners,… More: the full row for Ameritas Investment Partners, Inc. 6,401 $311K 0.01% -269 13F-HR Timeline Group Teza Capital Management LLC More: the full row for Teza Capital Management LLC 6,393 $311K 0.6% new 13F-HR Timeline RIVERSEDGE ADVISORS, LLC More: the full row for RIVERSEDGE ADVISORS, LLC 6,332 $308K 0.04% new 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 6,287 $305K 0.01% +2,900 13F-HR Timeline THREADGILL FINANCIAL, LLC More: the full row for THREADGILL FINANCIAL, LLC 6,254 $304K 0.13% 0 13F-HR Timeline Cranbrook Wealth Management, LLC More: the full row for Cranbrook Wealth Management, LLC 6,249 $304K 0.06% 0 13F-HR Timeline Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 6,247 $303K 0.02% +2,135 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 6,228 $302K 0.01% -267 13F-HR Timeline Group Bay Colony Advisory Group, Inc d/b/a Ba… More: the full row for Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 6,166 $300K 0.03% 0 13F-HR Timeline Fosun International Ltd More: the full row for Fosun International Ltd 6,158 $299K 0.07% 0 13F-HR Timeline OSTRUM ASSET MANAGEMENT More: the full row for OSTRUM ASSET MANAGEMENT 6,143 $298K 0.01% 0 13F-HR Timeline Cambria Investment Management, L.P. More: the full row for Cambria Investment Management, L.P. 6,067 $295K 0.01% new 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 6,061 $294K 0.02% +1,078 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 6,054 $294K <0.01% new 13F-HR Timeline Freestone Capital Holdings, LLC in group Freestone Capital Holdings, L… More: the full row for Freestone Capital Holdings, LLC 6,030 $293K 0.01% -23 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 6,019 $292K <0.01% +267 13F-HR Timeline Q Fund Management (Hong Kong) Ltd More: the full row for Q Fund Management (Hong Kong) Ltd 6,000 $291K 0.27% 0 13F-HR Timeline Confluence Wealth Services, Inc. More: the full row for Confluence Wealth Services, Inc. 5,990 $291K 0.01% new 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 5,947 $289K 0.02% +27 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 5,946 $289K 0.01% -3,167 13F-HR Timeline Triton Wealth Management, PLLC More: the full row for Triton Wealth Management, PLLC 5,329 $286K 0.09% -107 13F-HR Timeline AUXIER ASSET MANAGEMENT LLC More: the full row for AUXIER ASSET MANAGEMENT LLC 5,879 $286K 0.04% 0 13F-HR Timeline HEADINVEST, LLC More: the full row for HEADINVEST, LLC 5,849 $284K 0.05% -195 13F-HR Timeline WOODWARD DIVERSIFIED CAPITAL, LLC More: the full row for WOODWARD DIVERSIFIED CAPITAL, LLC 5,832 $283K 0.12% +165 13F-HR Timeline American Alpha Advisors, LLC More: the full row for American Alpha Advisors, LLC 5,814 $282K 0.17% 0 13F-HR Timeline Moss Adams Wealth Advisors LLC More: the full row for Moss Adams Wealth Advisors LLC 5,787 $282K 0.02% +1,395 13F-HR Timeline JACKSON THORNTON WEALTH MANAGEMENT, LLC More: the full row for JACKSON THORNTON WEALTH MANAGEMENT, LLC 5,807 $282K 0.02% new 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 5,774 $282K <0.01% -125 13F-HR Timeline OXFORD ASSET MANAGEMENT LLP More: the full row for OXFORD ASSET MANAGEMENT LLP 5,800 $282K 0.14% +2,204 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. MBL Wealth, LLC More: the full row for MBL Wealth, LLC 5,794 $281K 0.02% +1,703 13F-HR Timeline 71 West Capital Partners More: the full row for 71 West Capital Partners 5,779 $281K 0.01% +1,324 13F-HR Timeline Oak Harvest Investment Services More: the full row for Oak Harvest Investment Services 5,770 $280K 0.03% -2,580 13F-HR Timeline PHILADELPHIA TRUST CO More: the full row for PHILADELPHIA TRUST CO 5,770 $280K 0.02% -733 13F-HR Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 5,747 $279K 0.01% +98 13F-HR Timeline DeepCurrents Investment Group LLC More: the full row for DeepCurrents Investment Group LLC 5,747 $279K 0.01% +2,572 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 5,681 $277K 0.01% +515 13F-HR Timeline V-Square Quantitative Management LLC More: the full row for V-Square Quantitative Management LLC 5,648 $274K 0.03% +353 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 5,619 $273K 0.02% -100 13F-HR Timeline Solitude Financial Services More: the full row for Solitude Financial Services 5,600 $272K 0.08% -3,220 13F-HR Timeline CAPSTONE INVESTMENT ADVISORS, LLC in group CAPSTONE INVESTMENT ADVISORS,… More: the full row for CAPSTONE INVESTMENT ADVISORS, LLC 5,595 $272K <0.01% -1,306 13F-HR Timeline Group WEXFORD CAPITAL LP More: the full row for WEXFORD CAPITAL LP 5,568 $270K 0.04% new 13F-HR Timeline RD Lewis Holdings, Inc. More: the full row for RD Lewis Holdings, Inc. 4,579 $270K 0.2% +350 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 5,562 $270K 0.01% +311 13F-HR Timeline Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 5,560 $270K 0.03% +816 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 5,538 $269K 0.01% +54 13F-HR Timeline DUMONT & BLAKE INVESTMENT ADVISORS LLC More: the full row for DUMONT & BLAKE INVESTMENT ADVISORS LLC 5,538 $269K 0.06% -500 13F-HR Timeline REXFORD CAPITAL INC More: the full row for REXFORD CAPITAL INC 5,516 $268K 0.16% 0 13F-HR Timeline FOX RUN MANAGEMENT, L.L.C. More: the full row for FOX RUN MANAGEMENT, L.L.C. 5,515 $268K 0.04% new 13F-HR Timeline OpenArc Corporate Advisory, LLC More: the full row for OpenArc Corporate Advisory, LLC 5,506 $267K <0.01% -76 13F-HR Timeline Alliance Wealth Advisors, LLC /UT More: the full row for Alliance Wealth Advisors, LLC /UT 5,456 $265K 0.05% -2,267 13F-HR Timeline LANE BROTHERS & CO INC More: the full row for LANE BROTHERS & CO INC 5,450 $265K 0.17% -1,200 13F-HR Timeline UNIQUE WEALTH, LLC More: the full row for UNIQUE WEALTH, LLC 5,416 $263K 0.03% new 13F-HR Timeline Owlhouse Capital LP More: the full row for Owlhouse Capital LP 5,400 $262K 0.4% new 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 5,345 $261K 0.01% +1,955 13F-HR Timeline COFG Advisors, LLC More: the full row for COFG Advisors, LLC 5,372 $261K 0.05% +509 13F-HR Timeline FSM Wealth Advisors, LLC More: the full row for FSM Wealth Advisors, LLC 5,355 $260K 0.03% +125 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 5,352 $260K 0.02% -631 13F-HR Timeline Knuff & Co LLC More: the full row for Knuff & Co LLC 5,325 $259K 0.07% new 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 49,405 $258K 0.02% -1,070 13F-HR Timeline Quantum Portfolio Management LLC More: the full row for Quantum Portfolio Management LLC 5,303 $258K 0.09% new 13F-HR Timeline LORING WOLCOTT & COOLIDGE FIDUCIARY ADV… More: the full row for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 5,300 $257K <0.01% 0 13F-HR Timeline Weinberger Asset Management, Inc More: the full row for Weinberger Asset Management, Inc 4,470 $255K 0.08% +38 13F-HR Timeline KNIGHTSBRIDGE ASSET MANAGEMENT, LLC More: the full row for KNIGHTSBRIDGE ASSET MANAGEMENT, LLC 5,234 $254K 0.03% +781 13F-HR/A Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 5,226 $254K <0.01% -610 13F-HR Timeline Group Clear Harbor Asset Management, LLC More: the full row for Clear Harbor Asset Management, LLC 5,190 $252K 0.02% -110 13F-HR Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 5,156 $250K 0.02% new 13F-HR Timeline SILVERCREST ASSET MANAGEMENT GROUP LLC More: the full row for SILVERCREST ASSET MANAGEMENT GROUP LLC 5,071 $246K <0.01% 0 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 5,064 $246K 0.01% +1,324 13F-HR Timeline SmartHarvest Portfolios, LLC More: the full row for SmartHarvest Portfolios, LLC 5,037 $245K 0.08% +869 13F-HR Timeline Avant Capital LLC More: the full row for Avant Capital LLC 5,018 $244K 0.15% +5 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 5,015 $244K <0.01% +228 13F-HR Timeline Mattson Financial Services, LLC More: the full row for Mattson Financial Services, LLC 4,529 $243K 0.05% +430 13F-HR Timeline