Corecam Pte. Ltd. More: the full row for Corecam Pte. Ltd. 11,199 $181K 0.07% new 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 10,831 $178K <0.01% -3,979 13F-HR Timeline Sumitomo Mitsui DS Asset Management Com… in group SUMITOMO MITSUI FINANCIAL GRO… More: the full row for Sumitomo Mitsui DS Asset Management Company, Ltd 11,000 $178K <0.01% 0 13F-HR Timeline Group PACK Private Wealth, LLC More: the full row for PACK Private Wealth, LLC 10,767 $174K 0.07% 0 13F-HR Timeline J. Safra Sarasin Holding AG in group J. Safra Sarasin Holding AG More: the full row for J. Safra Sarasin Holding AG 10,706 $173K <0.01% new 13F-HR Timeline Group EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 10,582 $171K <0.01% +715 13F-HR Timeline Radnor Capital Management, LLC More: the full row for Radnor Capital Management, LLC 10,450 $169K 0.02% 0 13F-HR Timeline West Family Investments, Inc. More: the full row for West Family Investments, Inc. 10,415 $168K 0.05% new 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 10,225 $168K <0.01% new 13F-HR Timeline Archford Capital Strategies, LLC More: the full row for Archford Capital Strategies, LLC 10,282 $166K 0.02% -397 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 10,265 $166K <0.01% new 13F-HR/A Timeline WEST MICHIGAN ADVISORS, LLC More: the full row for WEST MICHIGAN ADVISORS, LLC 10,080 $166K 0.03% -2,253 13F-HR/A Timeline PAYDEN & RYGEL More: the full row for PAYDEN & RYGEL 10,210 $165K 0.01% 0 13F-HR Timeline PEAPACK GLADSTONE FINANCIAL CORP More: the full row for PEAPACK GLADSTONE FINANCIAL CORP 10,046 $162K <0.01% new 13F-HR Timeline Birch Hill Investment Advisors LLC More: the full row for Birch Hill Investment Advisors LLC 10,000 $162K 0.01% new 13F-HR Timeline Stokes Family Office, LLC More: the full row for Stokes Family Office, LLC 10,000 $162K 0.02% 0 13F-HR Timeline Sava Infond d.o.o. More: the full row for Sava Infond d.o.o. 10,000 $162K 0.01% -13,000 13F-HR Timeline MLG Wealth Management DBA Pine Grove Fi… More: the full row for MLG Wealth Management DBA Pine Grove Financial Group 10,000 $162K 0.02% 0 13F-HR Timeline Forum Finance Group S.A. More: the full row for Forum Finance Group S.A. 12,100 $158K 0.06% -1,200 13F-HR Timeline RAMSEY QUANTITATIVE SYSTEMS More: the full row for RAMSEY QUANTITATIVE SYSTEMS 9,200 $135K 0.12% new 13F-HR Timeline Westfuller Advisors, LLC More: the full row for Westfuller Advisors, LLC 6,900 $113K 0.04% +5 13F-HR Timeline FIDUCIARY FINANCIAL ADVISORS More: the full row for FIDUCIARY FINANCIAL ADVISORS 6,999 $113K 0.01% new 13F-HR Timeline Redwood Park Advisors LLC More: the full row for Redwood Park Advisors LLC 6,818 $110K 0.08% 0 13F-HR Timeline CITY HOLDING CO More: the full row for CITY HOLDING CO 6,773 $109K 0.01% 0 13F-HR Timeline V-Square Quantitative Management LLC More: the full row for V-Square Quantitative Management LLC 6,489 $105K 0.01% 0 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 6,376 $103K <0.01% +1,723 13F-HR Timeline Group Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 6,092 $98.6K 0.01% +736 13F-HR Timeline Group NATIONAL BANK OF CANADA /FI/ in group NATIONAL BANK OF CANADA /FI/ More: the full row for NATIONAL BANK OF CANADA /FI/ 5,086 $82.2K <0.01% -704,255 13F-HR Timeline Group Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 5,057 $81.7K <0.01% -1,507 13F-HR Timeline Group Larson Financial Group LLC More: the full row for Larson Financial Group LLC 5,025 $81.2K <0.01% +887 13F-HR Timeline Founders Capital Management More: the full row for Founders Capital Management 5,000 $80.8K 0.03% 0 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 5,000 $80.8K 0.04% 0 13F-HR Timeline FNY Investment Advisers, LLC More: the full row for FNY Investment Advisers, LLC 4,960 $80K 0.03% +4,200 13F-HR Timeline BNP PARIBAS in group BNP PARIBAS More: the full row for BNP PARIBAS 4,790 $77.4K <0.01% -500 13F-HR Timeline Group VESTOR CAPITAL, LLC More: the full row for VESTOR CAPITAL, LLC 689 $68K <0.01% -5,034 13F-HR Timeline Quintet Private Bank (Europe) S.A. More: the full row for Quintet Private Bank (Europe) S.A. 3,570 $57.7K <0.01% new 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 3,237 $52.3K 0.01% 0 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 3,000 $48.5K <0.01% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 2,899 $46.9K <0.01% +1,592 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 2,620 $42.3K <0.01% 0 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 2,605 $42.1K <0.01% -80 13F-HR Timeline Silver Grove Financial Group, Inc. More: the full row for Silver Grove Financial Group, Inc. 2,554 $41.3K 0.02% +554 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 2,500 $40.4K 0.01% -11,964 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 2,164 $35K <0.01% 0 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 2,140 $34.6K <0.01% +45 13F-HR Timeline Accent Capital Management, LLC More: the full row for Accent Capital Management, LLC 2,044 $33.3K 0.01% 0 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 2,041 $33K <0.01% -15,708 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 2,000 $32.3K <0.01% 0 13F-HR Timeline Group Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 2,000 $32.3K <0.01% 0 13F-HR Timeline Ameritas Advisory Services, LLC in group Ameritas Investment Partners,… More: the full row for Ameritas Advisory Services, LLC 1,938 $31.3K <0.01% new 13F-HR Timeline Group Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 1,764 $28.5K 0.01% 0 13F-HR Timeline NISA INVESTMENT ADVISORS, LLC More: the full row for NISA INVESTMENT ADVISORS, LLC 1,719 $28K <0.01% 0 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 1,659 $26.8K <0.01% new 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 1,625 $26.3K <0.01% -40 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 1,500 $24.2K <0.01% new 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 1,447 $23.4K <0.01% 0 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 1,315 $21.2K 0.01% 0 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 1,301 $21K 0.01% 0 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 1,270 $20.5K <0.01% new 13F-HR Timeline Erste Asset Management GmbH in group Erste Asset Management GmbH More: the full row for Erste Asset Management GmbH 1,240 $20K <0.01% +1,240 13F-HR Timeline Group Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 1,231 $19.9K <0.01% -17 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 1,211 $19.6K <0.01% -987 13F-HR Timeline Group Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 1,155 $18.7K <0.01% 0 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 1,071 $17.3K <0.01% +71 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 1,052 $17K <0.01% +49 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 1,034 $16.7K <0.01% 0 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 1,014 $16.4K <0.01% +6 13F-HR Timeline Ameliora Wealth Management Ltd. More: the full row for Ameliora Wealth Management Ltd. 1,000 $16.2K <0.01% -400 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 974 $16K <0.01% 0 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 979 $15.8K <0.01% -123 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 900 $15K <0.01% new 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 884 $14.3K <0.01% 0 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 750 $12.1K <0.01% new 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 745 $12K <0.01% 0 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 668 $10.8K <0.01% +400 13F-HR Timeline FWL INVESTMENT MANAGEMENT, LLC More: the full row for FWL INVESTMENT MANAGEMENT, LLC 656 $10.6K <0.01% +351 13F-HR Timeline Evelyn Partners Group Ltd in group Evelyn Partners Group Ltd More: the full row for Evelyn Partners Group Ltd 650 $10.5K <0.01% 13F-HR Timeline Group Allied Private Wealth LLC More: the full row for Allied Private Wealth LLC 567 $9.78K 0.01% 13F-HR Timeline SUMMIT SECURITIES GROUP LLC More: the full row for SUMMIT SECURITIES GROUP LLC 600 $9.7K <0.01% -900 13F-HR Timeline Cranbrook Wealth Management, LLC More: the full row for Cranbrook Wealth Management, LLC 600 $9.7K <0.01% 0 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 600 $9.7K <0.01% 0 13F-HR Timeline Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 600 $9.7K <0.01% 0 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 593 $9.59K <0.01% +2 13F-HR Timeline Group BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 586 $9.47K <0.01% 0 13F-HR Timeline Group True Wealth Design, LLC More: the full row for True Wealth Design, LLC 553 $8.94K <0.01% -10 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 539 $8.71K <0.01% +31 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 515 $8.32K <0.01% +3 13F-HR Timeline Financial Gravity Companies, Inc. in group Financial Gravity Companies, … More: the full row for Financial Gravity Companies, Inc. 513 $8.29K <0.01% 13F-HR Timeline Group Horrell Capital Management, Inc. More: the full row for Horrell Capital Management, Inc. 500 $8.08K <0.01% 0 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 500 $8.08K <0.01% 0 13F-HR Timeline FLAGSHIP WEALTH ADVISORS, LLC More: the full row for FLAGSHIP WEALTH ADVISORS, LLC 500 $8.08K <0.01% new 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 472 $7.63K <0.01% -72 13F-HR Timeline Group Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 452 $7.3K <0.01% new 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 450 $7.27K <0.01% 0 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 440 $7.16K <0.01% 0 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 400 $6.46K <0.01% 0 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 380 $6.14K <0.01% new 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 373 $6.03K <0.01% +36 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 350 $5.66K <0.01% 0 13F-HR Timeline PIN OAK INVESTMENT ADVISORS INC More: the full row for PIN OAK INVESTMENT ADVISORS INC 302 $5K <0.01% -2,500 13F-HR/A Timeline Blume Capital Management, Inc. More: the full row for Blume Capital Management, Inc. 300 $4.85K <0.01% 0 13F-HR Timeline JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 288 $4.66K <0.01% +17 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 273 $4.41K <0.01% -438 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 271 $4.38K <0.01% +60 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 263 $4.25K <0.01% 0 13F-HR Timeline Ascentis Wealth Management, LLC group of 2 filers holding More: the full row for Ascentis Wealth Management, LLC 256 $4.14K -2,223 Timeline SECURITY NATIONAL BANK OF SIOUX CITY IO… More: the full row for SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/ 250 $4.04K <0.01% new 13F-HR Timeline Gleason Group, Inc. More: the full row for Gleason Group, Inc. 236 $3.81K <0.01% new 13F-HR Timeline Hurley Capital, LLC More: the full row for Hurley Capital, LLC 229 $3.7K <0.01% new 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 227 $3.67K <0.01% 0 13F-HR Timeline SWAN Capital LLC More: the full row for SWAN Capital LLC 210 $3.39K <0.01% -140 13F-HR Timeline BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 198 $3.2K <0.01% new 13F-HR Timeline VIRTUS ADVISERS, LLC in group Virtus Investment Advisers, L… More: the full row for VIRTUS ADVISERS, LLC 169 $2.73K <0.01% new 13F-HR Timeline Group IMA Advisory Services, Inc. More: the full row for IMA Advisory Services, Inc. 160 $2.59K <0.01% +56 13F-HR Timeline Core Capital Management & Research, inc. More: the full row for Core Capital Management & Research, inc. 134 $2.57K <0.01% 13F-HR Timeline China Universal Asset Management Co., L… More: the full row for China Universal Asset Management Co., Ltd. 0 $2.43K <0.01% -120,200 13F-HR Timeline Amount filed as zero, left out of ratios. WPG Advisers, LLC More: the full row for WPG Advisers, LLC 144 $2.33K <0.01% 0 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 134 $2.17K <0.01% 0 13F-HR Timeline William B. Walkup & Associates, Inc. More: the full row for William B. Walkup & Associates, Inc. 130 $2.1K <0.01% new 13F-HR Timeline Verde Servicos Internacionais S.A. More: the full row for Verde Servicos Internacionais S.A. 100 $2K <0.01% -355,400 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 120 $1.94K <0.01% +50 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 114 $1.84K <0.01% -734 13F-HR Timeline Synergy Investment Management, LLC More: the full row for Synergy Investment Management, LLC 97 $1.8K <0.01% new 13F-HR Timeline NFJ INVESTMENT GROUP, LLC More: the full row for NFJ INVESTMENT GROUP, LLC 102 $1.65K <0.01% -28 13F-HR Timeline LifeSteps Financial, Inc. More: the full row for LifeSteps Financial, Inc. 100 $1.62K <0.01% new 13F-HR Timeline Creative Capital Management Investments… More: the full row for Creative Capital Management Investments LLC 100 $1.62K <0.01% 0 13F-HR Timeline Comprehensive Financial Planning, Inc./… More: the full row for Comprehensive Financial Planning, Inc./PA 100 $1.62K <0.01% 0 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 97 $1.57K <0.01% +32 13F-HR Timeline Ramirez Asset Management, Inc. More: the full row for Ramirez Asset Management, Inc. 87 $1.41K <0.01% 0 13F-HR Timeline Turim 21 Investimentos Ltda. More: the full row for Turim 21 Investimentos Ltda. 15 $1.17K <0.01% 0 13F-HR Timeline KELLEHER FINANCIAL ADVISORS More: the full row for KELLEHER FINANCIAL ADVISORS 67 $1.08K <0.01% new 13F-HR Timeline CKW FINANCIAL GROUP More: the full row for CKW FINANCIAL GROUP 59 $1K <0.01% 0 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 58 $937 <0.01% -57 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 55 $889 <0.01% -99 13F-HR Timeline MARSHALL INVESTMENT MANAGEMENT, LLC More: the full row for MARSHALL INVESTMENT MANAGEMENT, LLC 55 $889 <0.01% new 13F-HR Timeline Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 49 $792 <0.01% new 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 48 $776 <0.01% 0 13F-HR Timeline Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 40 $646 <0.01% new 13F-HR Timeline Group Horizon Investments, LLC More: the full row for Horizon Investments, LLC 39 $630 <0.01% -27 13F-HR Timeline Buck Wealth Strategies, LLC More: the full row for Buck Wealth Strategies, LLC 37 $598 <0.01% new 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 28 $452 <0.01% 0 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 25 $404 <0.01% new 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 17 $275 <0.01% 0 13F-HR Timeline KERR FINANCIAL PLANNING Corp More: the full row for KERR FINANCIAL PLANNING Corp 14 $227 <0.01% 0 13F-HR Timeline RMG Wealth Management LLC More: the full row for RMG Wealth Management LLC 10 $178 <0.01% 0 13F-HR Timeline Stone House Investment Management, LLC More: the full row for Stone House Investment Management, LLC 7 $113 <0.01% -4,493 13F-HR Timeline Cypress Capital Management LLC (WY) More: the full row for Cypress Capital Management LLC (WY) 4 $65 <0.01% 0 13F-HR Timeline Kingdom Financial Group LLC. More: the full row for Kingdom Financial Group LLC. 0 $2 <0.01% 0 13F-HR Timeline Amount filed as zero, left out of ratios. GFS Advisors, LLC More: the full row for GFS Advisors, LLC 1,500 $12.7M new 13F-HR/A Timeline Value about 1,000 times the price other filers imply, kept as filed and left out of ratios.