Composition Wealth, LLC More: the full row for Composition Wealth, LLC 1,774 $565K 0.01% +933 13F-HR Timeline MSH Capital Advisors LLC More: the full row for MSH Capital Advisors LLC 1,774 $565K 0.1% +2 13F-HR Timeline Grant Private Wealth Management Inc More: the full row for Grant Private Wealth Management Inc 1,765 $562K 0.24% +556 13F-HR Timeline NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 1,762 $561K 0.05% +54 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 1,722 $548K 0.01% +12 13F-HR Timeline One Capital Management, LLC More: the full row for One Capital Management, LLC 2,021 $547K 0.02% 0 13F-HR Timeline WINMILL & CO. INC in group WINMILL & CO. INC More: the full row for WINMILL & CO. INC 1,700 $541K 0.12% 0 13F-HR Timeline Group Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 1,700 $541K 0.01% -83 13F-HR Timeline GREENLEAF TRUST More: the full row for GREENLEAF TRUST 1,696 $540K 0.01% +29 13F-HR Timeline Virtu Financial LLC in group Virtu Financial LLC More: the full row for Virtu Financial LLC 1,692 $538K 0.02% new 13F-HR Timeline Group Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 1,686 $537K 0.03% +12 13F-HR Timeline CAPE ANN SAVINGS BANK More: the full row for CAPE ANN SAVINGS BANK 1,685 $536K 0.25% -1,042 13F-HR Timeline Busey Bank More: the full row for Busey Bank 1,661 $529K 0.01% +240 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 1,649 $525K 0.02% +835 13F-HR Timeline Inscription Capital, LLC More: the full row for Inscription Capital, LLC 1,649 $525K 0.05% +58 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 1,638 $521K 0.03% -58 13F-HR Timeline American Investment Services, Inc. More: the full row for American Investment Services, Inc. 1,626 $518K 0.11% 0 13F-HR Timeline Campion Asset Management More: the full row for Campion Asset Management 1,624 $517K 0.32% -5 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 1,621 $516K 0.01% +77 13F-HR Timeline Astoria Portfolio Advisors LLC. More: the full row for Astoria Portfolio Advisors LLC. 1,608 $512K 0.09% +787 13F-HR Timeline Crestmont Private Wealth LLC More: the full row for Crestmont Private Wealth LLC 1,607 $512K 0.14% +108 13F-HR Timeline ALERUS FINANCIAL NA More: the full row for ALERUS FINANCIAL NA 1,605 $511K 0.02% +706 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 1,586 $505K 0.01% -1,706 13F-HR Timeline OSTRUM ASSET MANAGEMENT More: the full row for OSTRUM ASSET MANAGEMENT 1,574 $501K 0.02% -652 13F-HR Timeline Main Line Retirement Advisors, LLC More: the full row for Main Line Retirement Advisors, LLC 1,566 $499K 0.23% +14 13F-HR Timeline NORTH DALLAS BANK & TRUST CO More: the full row for NORTH DALLAS BANK & TRUST CO 1,562 $497K 0.29% -1,651 13F-HR Timeline South Shore Capital Advisors More: the full row for South Shore Capital Advisors 1,558 $496K 0.33% -43 13F-HR Timeline WESTPAC BANKING CORP in group WESTPAC BANKING CORP More: the full row for WESTPAC BANKING CORP 1,535 $489K 0.03% +218 13F-HR Timeline Group HALBERT HARGROVE GLOBAL ADVISORS, LLC More: the full row for HALBERT HARGROVE GLOBAL ADVISORS, LLC 1,533 $488K 0.02% 0 13F-HR Timeline Linscomb Wealth, Inc. More: the full row for Linscomb Wealth, Inc. 1,530 $487K 0.02% -9 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 1,527 $486K 0.01% +108 13F-HR Timeline V-Square Quantitative Management LLC More: the full row for V-Square Quantitative Management LLC 1,525 $485K 0.05% -21 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 1,523 $485K 0.02% +217 13F-HR Timeline LIBERTY WEALTH MANAGEMENT LLC More: the full row for LIBERTY WEALTH MANAGEMENT LLC 1,777 $481K 0.06% 0 13F-HR Timeline Cornerstone Advisory, LLC More: the full row for Cornerstone Advisory, LLC 1,505 $479K 0.04% +18 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 1,510 $476K 0.01% -78 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 1,485 $472K 0.06% -37 13F-HR Timeline Group SHELTON CAPITAL MANAGEMENT More: the full row for SHELTON CAPITAL MANAGEMENT 1,481 $471K 0.01% 0 13F-HR Timeline Financial Planning Hawaii, Inc. More: the full row for Financial Planning Hawaii, Inc. 1,480 $471K 0.25% 0 13F-HR Timeline Verity Asset Management, Inc. More: the full row for Verity Asset Management, Inc. 1,468 $467K 0.18% -24 13F-HR Timeline EVERETT HARRIS & CO /CA/ More: the full row for EVERETT HARRIS & CO /CA/ 1,462 $465K 0.01% -25 13F-HR Timeline DEARBORN PARTNERS LLC More: the full row for DEARBORN PARTNERS LLC 1,462 $465K 0.03% -10 13F-HR/A Timeline Gryphon Financial Partners LLC More: the full row for Gryphon Financial Partners LLC 1,453 $462K 0.04% +30 13F-HR Timeline ADELL HARRIMAN & CARPENTER INC More: the full row for ADELL HARRIMAN & CARPENTER INC 1,429 $455K 0.02% 0 13F-HR Timeline Pacific Sun Financial Corp More: the full row for Pacific Sun Financial Corp 1,426 $454K 0.19% 0 13F-HR Timeline FIDUCIARY FINANCIAL GROUP, LLC More: the full row for FIDUCIARY FINANCIAL GROUP, LLC 1,416 $451K 0.05% -25 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 1,416 $451K 0.01% -3,434 13F-HR Timeline Group Dickmeyer Boyce Financial Management, I… More: the full row for Dickmeyer Boyce Financial Management, Inc. 1,412 $449K 0.23% +434 13F-HR Timeline AUXIER ASSET MANAGEMENT LLC More: the full row for AUXIER ASSET MANAGEMENT LLC 1,405 $447K 0.06% 0 13F-HR Timeline KILEY JUERGENS WEALTH MANAGEMENT, LLC More: the full row for KILEY JUERGENS WEALTH MANAGEMENT, LLC 1,404 $447K 0.07% +85 13F-HR Timeline Legacy Capital Wealth Partners, LLC More: the full row for Legacy Capital Wealth Partners, LLC 1,400 $446K 0.09% +1 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 1,396 $444K 0.01% +292 13F-HR Timeline WD RUTHERFORD LLC More: the full row for WD RUTHERFORD LLC 1,396 $444K 0.16% -217 13F-HR Timeline KCM INVESTMENT ADVISORS LLC More: the full row for KCM INVESTMENT ADVISORS LLC 1,386 $441K 0.01% +123 13F-HR Timeline MOTCO More: the full row for MOTCO 1,386 $441K 0.04% -53 13F-HR Timeline Mechanics Financial Corp More: the full row for Mechanics Financial Corp 1,385 $441K 0.16% -1,226 13F-HR Timeline SUMITOMO LIFE INSURANCE CO More: the full row for SUMITOMO LIFE INSURANCE CO 1,375 $438K 0.01% -11 13F-HR Timeline Stegent Equity Advisors, Inc. More: the full row for Stegent Equity Advisors, Inc. 1,365 $434K 0.31% -195 13F-HR Timeline MOSAIC FAMILY WEALTH PARTNERS, LLC More: the full row for MOSAIC FAMILY WEALTH PARTNERS, LLC 1,362 $434K 0.03% new 13F-HR Timeline BBR PARTNERS, LLC More: the full row for BBR PARTNERS, LLC 1,356 $431K 0.02% +12 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 1,344 $428K 0.08% -925 13F-HR Timeline Aegis Wealth Management, Inc. More: the full row for Aegis Wealth Management, Inc. 1,341 $427K 0.28% -23 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 1,333 $424K 0.02% -113 13F-HR Timeline Greykasell Wealth Strategies, Inc. More: the full row for Greykasell Wealth Strategies, Inc. 1,322 $421K 0.15% +1 13F-HR Timeline AssuredPartners Investment Advisors, LLC More: the full row for AssuredPartners Investment Advisors, LLC 1,318 $420K 0.04% +391 13F-HR Timeline Ares Financial Consulting, LLC More: the full row for Ares Financial Consulting, LLC 1,318 $420K 0.3% +7 13F-HR Timeline REXFORD CAPITAL INC More: the full row for REXFORD CAPITAL INC 1,317 $419K 0.26% 0 13F-HR Timeline EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 1,301 $414K <0.01% +157 13F-HR/A Timeline PRAXIS INVESTMENT MANAGEMENT INC More: the full row for PRAXIS INVESTMENT MANAGEMENT INC 1,300 $414K 0.02% 0 13F-HR Timeline BLODGETT WEALTH ADVISORS, LLC More: the full row for BLODGETT WEALTH ADVISORS, LLC 1,300 $414K 0.28% 0 13F-HR Timeline Second Line Capital, LLC More: the full row for Second Line Capital, LLC 1,300 $414K 0.08% +297 13F-HR/A Timeline Peoples Bank/KS More: the full row for Peoples Bank/KS 1,286 $409K 0.4% 0 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 1,285 $409K 0.01% 0 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 1,283 $408K 0.02% -9 13F-HR Timeline Sagewood Asset Management LP More: the full row for Sagewood Asset Management LP 1,282 $408K 0.09% new 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 1,279 $407K 0.02% -158 13F-HR Timeline Gerber Kawasaki Wealth & Investment Man… More: the full row for Gerber Kawasaki Wealth & Investment Management 1,264 $402K 0.01% new 13F-HR Timeline Intrua Financial, LLC More: the full row for Intrua Financial, LLC 1,264 $402K 0.04% new 13F-HR Timeline Blue Fin Capital, Inc. More: the full row for Blue Fin Capital, Inc. 1,263 $402K 0.06% 0 13F-HR Timeline Creekside Partners More: the full row for Creekside Partners 1,260 $401K 0.15% 0 13F-HR Timeline Mechanics Bank Trust Department More: the full row for Mechanics Bank Trust Department 1,260 $401K 0.05% -455 13F-HR Timeline Meadowbrook Advisors Group, LLC More: the full row for Meadowbrook Advisors Group, LLC 1,256 $400K 0.21% new 13F-HR Timeline LEDERER & ASSOCIATES INVESTMENT COUNSEL… More: the full row for LEDERER & ASSOCIATES INVESTMENT COUNSEL/CA 1,234 $393K 0.26% 0 13F-HR Timeline Asset Planning,Inc More: the full row for Asset Planning,Inc 1,231 $392K 0.25% +12 13F-HR Timeline Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 1,226 $390K 0.02% -309 13F-HR Timeline Group Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 1,197 $388K 0.01% 0 13F-HR Timeline Chesley Taft & Associates LLC More: the full row for Chesley Taft & Associates LLC 1,218 $388K 0.02% +7 13F-HR Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 1,215 $387K 0.04% -125 13F-HR Timeline KINTRA WEALTH, LLC More: the full row for KINTRA WEALTH, LLC 1,175 $386K 0.02% new 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 1,213 $386K 0.01% +14 13F-HR Timeline Nilsine Partners, LLC More: the full row for Nilsine Partners, LLC 1,211 $385K 0.03% +34 13F-HR Timeline FIRST FOUNDATION ADVISORS in group FIRST FOUNDATION ADVISORS More: the full row for FIRST FOUNDATION ADVISORS 1,208 $385K 0.01% -38 13F-HR Timeline Group Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 1,206 $384K 0.01% +99 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 1,194 $380K 0.02% +12 13F-HR Timeline STEVENS CAPITAL MANAGEMENT LP More: the full row for STEVENS CAPITAL MANAGEMENT LP 1,183 $377K 0.09% -1,388 13F-HR Timeline Kera Capital Partners, Inc. More: the full row for Kera Capital Partners, Inc. 1,184 $377K 0.04% +209 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 1,182 $376K 0.02% +78 13F-HR Timeline MONETARY MANAGEMENT GROUP INC More: the full row for MONETARY MANAGEMENT GROUP INC 1,175 $374K 0.08% 0 13F-HR Timeline Evercore Wealth Management, LLC More: the full row for Evercore Wealth Management, LLC 1,174 $374K 0.01% 0 13F-HR Timeline ATALANTA SOSNOFF CAPITAL, LLC in group ATALANTA SOSNOFF CAPITAL, LLC More: the full row for ATALANTA SOSNOFF CAPITAL, LLC 1,163 $370K 0.01% -105 13F-HR Timeline Group 17 CAPITAL PARTNERS, LLC More: the full row for 17 CAPITAL PARTNERS, LLC 1,158 $369K 0.17% +6 13F-HR Timeline Boyer Financial Services, Inc. More: the full row for Boyer Financial Services, Inc. 1,111 $366K 0.31% 0 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 1,141 $363K <0.01% -141 13F-HR Timeline Phillips Wealth Planners LLC More: the full row for Phillips Wealth Planners LLC 1,103 $363K 0.27% +1 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 1,132 $360K 0.01% +362 13F-HR Timeline Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 1,125 $358K 0.01% -221 13F-HR Timeline WHALEROCK POINT PARTNERS, LLC More: the full row for WHALEROCK POINT PARTNERS, LLC 1,105 $352K 0.06% 0 13F-HR Timeline Marex Group Ltd in group Marex Group Ltd More: the full row for Marex Group Ltd 1,103 $351K <0.01% -217 13F-HR Timeline Group Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 1,097 $349K 0.03% +21 13F-HR Timeline Weaver Consulting Group More: the full row for Weaver Consulting Group 1,094 $348K 0.07% -1 13F-HR Timeline Pembroke Management, LTD More: the full row for Pembroke Management, LTD 1,093 $348K 0.04% -4 13F-HR/A Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 1,055 $341K 0.02% -468 13F-HR Timeline PANAGORA ASSET MANAGEMENT INC More: the full row for PANAGORA ASSET MANAGEMENT INC 1,067 $340K <0.01% 0 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 1,065 $339K 0.01% -328 13F-HR Timeline Sara-Bay Financial More: the full row for Sara-Bay Financial 1,062 $338K 0.09% 0 13F-HR Timeline Howard Capital Management, LLC More: the full row for Howard Capital Management, LLC 1,059 $337K <0.01% new 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 1,054 $335K 0.09% -10 13F-HR Timeline Bond & Devick Financial Network, Inc. More: the full row for Bond & Devick Financial Network, Inc. 1,052 $335K 0.08% +5 13F-HR Timeline Yoder Wealth Management, Inc. More: the full row for Yoder Wealth Management, Inc. 1,049 $334K 0.13% -5 13F-HR Timeline Bill Few Associates, Inc. More: the full row for Bill Few Associates, Inc. 1,040 $331K 0.07% +1 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 1,030 $328K 0.01% +291 13F-HR Timeline Group GKV Capital Management Co., Inc. More: the full row for GKV Capital Management Co., Inc. 1,030 $328K 0.11% +80 13F-HR Timeline Catalyst Funds Management Pty Ltd More: the full row for Catalyst Funds Management Pty Ltd 1,014 $323K 0.02% new 13F-HR Timeline Supplemental Annuity Collective Trust o… More: the full row for Supplemental Annuity Collective Trust of NJ 1,013 $322K 0.08% -56 13F-HR Timeline United Community Bank in group United Community Bank More: the full row for United Community Bank 1,011 $322K 0.1% 0 13F-HR Timeline Group NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 1,006 $320K <0.01% +176 13F-HR Timeline Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 999 $318K 0.01% +223 13F-HR Timeline Lester Murray Antman dba SimplyRich More: the full row for Lester Murray Antman dba SimplyRich 999 $317K 0.07% 0 13F-HR Timeline COMMONS CAPITAL, LLC More: the full row for COMMONS CAPITAL, LLC 990 $315K 0.22% +6 13F-HR Timeline ALBERT D MASON INC More: the full row for ALBERT D MASON INC 986 $314K 0.18% +9 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 984 $313K 0.03% +5 13F-HR Timeline Group Sovereign Financial Group, Inc. More: the full row for Sovereign Financial Group, Inc. 981 $312K 0.05% -17 13F-HR Timeline Mirador Capital Partners LP More: the full row for Mirador Capital Partners LP 979 $311K 0.04% +1 13F-HR Timeline CARY STREET PARTNERS ASSET MANAGEMENT L… group of 2 filers holding More: the full row for CARY STREET PARTNERS ASSET MANAGEMENT LLC 978 $311K new Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 974 $310K 0.01% new 13F-HR Timeline Planned Solutions, Inc. More: the full row for Planned Solutions, Inc. 970 $309K 0.09% +14 13F-HR Timeline QRG CAPITAL MANAGEMENT, INC. More: the full row for QRG CAPITAL MANAGEMENT, INC. 970 $309K <0.01% +105 13F-HR/A Timeline DMC Group, LLC More: the full row for DMC Group, LLC 966 $307K 0.21% -1 13F-HR Timeline Knollwood Investment Advisory, LLC More: the full row for Knollwood Investment Advisory, LLC 950 $302K 0.03% 0 13F-HR Timeline Certified Advisory Corp More: the full row for Certified Advisory Corp 949 $302K 0.02% +13 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 949 $302K <0.01% +687 13F-HR Timeline Hilton Head Capital Partners, LLC More: the full row for Hilton Head Capital Partners, LLC 948 $302K 0.15% +1 13F-HR Timeline Outlook Wealth Advisors, LLC More: the full row for Outlook Wealth Advisors, LLC 946 $301K 0.07% -5 13F-HR Timeline Weiss Asset Management LP in group Weiss Asset Management LP More: the full row for Weiss Asset Management LP 946 $301K <0.01% new 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. Gross & Hartman Investments LLC More: the full row for Gross & Hartman Investments LLC 945 $301K 0.13% 0 13F-HR Timeline Safe Harbor Family Capital, LLC More: the full row for Safe Harbor Family Capital, LLC 945 $301K 0.2% 0 13F-HR Timeline BANK OZK More: the full row for BANK OZK 945 $301K 0.09% -365 13F-HR Timeline Rockport Wealth LLC More: the full row for Rockport Wealth LLC 944 $300K 0.05% 0 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 942 $300K 0.01% new 13F-HR Timeline Group SMITHBRIDGE ASSET MANAGEMENT INC/DE More: the full row for SMITHBRIDGE ASSET MANAGEMENT INC/DE 931 $296K 0.04% -158 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 930 $296K 0.08% +10 13F-HR Timeline Investment Advisory Group, LLC More: the full row for Investment Advisory Group, LLC 929 $296K 0.06% 0 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 925 $294K <0.01% +36 13F-HR Timeline Heartland Bank & Trust Co More: the full row for Heartland Bank & Trust Co 922 $293K 0.06% -11 13F-HR Timeline Investmark Advisory Group LLC More: the full row for Investmark Advisory Group LLC 921 $293K 0.11% 0 13F-HR Timeline Berger Financial Group, Inc More: the full row for Berger Financial Group, Inc 914 $291K 0.01% -154 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 912 $290K <0.01% -120 13F-HR Timeline HARTLINE INVESTMENT CORP/ More: the full row for HARTLINE INVESTMENT CORP/ 912 $290K 0.03% -1,577 13F-HR Timeline WHITE PINE CAPITAL LLC More: the full row for WHITE PINE CAPITAL LLC 908 $289K 0.07% -35 13F-HR Timeline Tyche Wealth Partners LLC More: the full row for Tyche Wealth Partners LLC 906 $288K 0.04% -123 13F-HR Timeline L2 Asset Management, LLC More: the full row for L2 Asset Management, LLC 901 $287K 0.03% +50 13F-HR Timeline Schwallier Wealth Management LLC More: the full row for Schwallier Wealth Management LLC 900 $286K 0.18% +7 13F-HR Timeline VIEWPOINT INVESTMENT PARTNERS CORP More: the full row for VIEWPOINT INVESTMENT PARTNERS CORP 900 $286K 0.1% new 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 895 $285K 0.03% +425 13F-HR Timeline M&G PLC in group M&G PLC More: the full row for M&G PLC 889 $283K <0.01% 0 13F-HR Timeline Group 4WEALTH ADVISORS, INC. More: the full row for 4WEALTH ADVISORS, INC. 868 $282K 0.22% -432 13F-HR Timeline Roehl & Yi Investment Advisors, LLC More: the full row for Roehl & Yi Investment Advisors, LLC 881 $280K 0.09% new 13F-HR Timeline Clarity Financial LLC More: the full row for Clarity Financial LLC 878 $279K 0.02% -47 13F-HR Timeline Platform Technology Partners More: the full row for Platform Technology Partners 875 $279K 0.05% new 13F-HR Timeline NBH Bank More: the full row for NBH Bank 870 $277K 0.12% 13F-HR Timeline Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 868 $276K <0.01% new 13F-HR Timeline Wellington Shields Capital Management, … group of 2 filers holding More: the full row for Wellington Shields Capital Management, LLC 865 $275K 0 Timeline HEADINVEST, LLC More: the full row for HEADINVEST, LLC 863 $275K 0.05% -24 13F-HR Timeline Rothschild Wealth LLC More: the full row for Rothschild Wealth LLC 861 $274K 0.02% -25 13F-HR Timeline ATTICUS WEALTH MANAGEMENT, LLC More: the full row for ATTICUS WEALTH MANAGEMENT, LLC 856 $273K 0.06% +3 13F-HR Timeline Founders Capital Management More: the full row for Founders Capital Management 850 $271K 0.12% 0 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 850 $270K 0.01% +135 13F-HR Timeline PATRICK M SWEENEY & ASSOCIATES, INC More: the full row for PATRICK M SWEENEY & ASSOCIATES, INC 846 $269K 0.15% -242 13F-HR Timeline EVOLVE PRIVATE WEALTH, LLC More: the full row for EVOLVE PRIVATE WEALTH, LLC 843 $268K 0.02% -11 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 843 $268K 0.01% new 13F-HR Timeline Anchor Bay Capital, Inc. More: the full row for Anchor Bay Capital, Inc. 823 $268K 0.14% 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 839 $267K 0.02% 0 13F-HR Timeline Group 44 WEALTH MANAGEMENT LLC More: the full row for 44 WEALTH MANAGEMENT LLC 837 $266K 0.09% new 13F-HR Timeline Convergence Financial, LLC More: the full row for Convergence Financial, LLC 835 $266K 0.02% new 13F-HR Timeline AA Financial Advisors, LLC More: the full row for AA Financial Advisors, LLC 834 $265K 0.03% new 13F-HR Timeline True North Advisors, LLC More: the full row for True North Advisors, LLC 831 $265K 0.03% new 13F-HR Timeline Lombard Odier Asset Management (Switzer… More: the full row for Lombard Odier Asset Management (Switzerland) SA 827 $263K 0.01% new 13F-HR Timeline Reynders McVeigh Capital Management, LLC More: the full row for Reynders McVeigh Capital Management, LLC 828 $263K 0.01% -101 13F-HR Timeline GODSEY & GIBB, INC More: the full row for GODSEY & GIBB, INC 813 $259K 0.02% 0 13F-HR Timeline Aegis Wealth Management LLC More: the full row for Aegis Wealth Management LLC 813 $259K 0.12% new 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 813 $259K 0.01% +162 13F-HR Timeline Texas Capital Bank Wealth Management Se… More: the full row for Texas Capital Bank Wealth Management Services Inc 810 $258K 0.01% +31 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 799 $254K 0.01% -196 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 796 $253K 0.01% +16 13F-HR Timeline FUKOKU MUTUAL LIFE INSURANCE Co More: the full row for FUKOKU MUTUAL LIFE INSURANCE Co 796 $253K 0.01% 0 13F-HR Timeline OpenArc Corporate Advisory, LLC More: the full row for OpenArc Corporate Advisory, LLC 796 $253K <0.01% -51 13F-HR Timeline TOBAM More: the full row for TOBAM 786 $250K 0.06% -1,058 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 773 $246K 0.01% +2 13F-HR Timeline Plan A Wealth LLC More: the full row for Plan A Wealth LLC 772 $246K 0.1% new 13F-HR Timeline Badgley Phelps Wealth Managers, LLC More: the full row for Badgley Phelps Wealth Managers, LLC 771 $245K <0.01% 0 13F-HR Timeline