Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 1,847 $426K <0.01% -1,812 13F-HR Timeline Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 1,846 $426K 0.03% 0 13F-HR Timeline SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 1,845 $426K 0.03% +471 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 1,830 $422K 0.03% -94 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 1,819 $420K 0.03% -76 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 1,803 $416K 0.03% +7 13F-HR Timeline American Financial Advisors, LLC More: the full row for American Financial Advisors, LLC 1,803 $416K 0.06% -97 13F-HR Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 1,798 $415K 0.01% new 13F-HR Timeline Group Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 1,775 $409K 0.01% -267 13F-HR Timeline OSTRUM ASSET MANAGEMENT More: the full row for OSTRUM ASSET MANAGEMENT 1,766 $407K 0.04% -74 13F-HR Timeline Financial Advocates Investment Manageme… More: the full row for Financial Advocates Investment Management 1,761 $406K 0.02% new 13F-HR Timeline PANAGORA ASSET MANAGEMENT INC More: the full row for PANAGORA ASSET MANAGEMENT INC 1,760 $406K <0.01% -2,697 13F-HR Timeline SilverOak Wealth Management LLC More: the full row for SilverOak Wealth Management LLC 1,756 $405K 0.09% 0 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 1,748 $404K <0.01% +110 13F-HR Timeline Second Half Financial Partners, LLC More: the full row for Second Half Financial Partners, LLC 1,748 $403K 0.2% -30 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 1,747 $403K 0.01% -149 13F-HR Timeline Group Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 1,737 $401K 0.01% +266 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 1,717 $396K 0.04% +155 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 1,715 $396K 0.02% +188 13F-HR Timeline Group Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 1,721 $395K 0.06% 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 1,695 $391K <0.01% -38 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 1,684 $388K 0.01% -22 13F-HR Timeline Knights of Columbus Asset Advisors LLC More: the full row for Knights of Columbus Asset Advisors LLC 1,680 $388K 0.03% new 13F-HR Timeline Clarius Group, LLC More: the full row for Clarius Group, LLC 1,679 $387K 0.03% +355 13F-HR Timeline Veltria Advisors Corp. More: the full row for Veltria Advisors Corp. 1,672 $386K 0.16% 0 13F-HR Timeline RFG - Bristol Wealth Advisors, LLC More: the full row for RFG - Bristol Wealth Advisors, LLC 1,670 $385K 0.13% 13F-HR Timeline Summit Global Investments in group Summit Global Investments More: the full row for Summit Global Investments 1,657 $382K 0.02% new 13F-HR Timeline Group Tributary Capital Management, LLC More: the full row for Tributary Capital Management, LLC 1,655 $382K 0.03% -750 13F-HR Timeline Empower Advisory Group, LLC More: the full row for Empower Advisory Group, LLC 1,648 $380K <0.01% -107 13F-HR Timeline Fielder Capital Group LLC More: the full row for Fielder Capital Group LLC 1,621 $374K 0.12% -10 13F-HR Timeline Yeomans Consulting Group, Inc. More: the full row for Yeomans Consulting Group, Inc. 1,621 $374K 0.14% new 13F-HR Timeline 44 WEALTH MANAGEMENT LLC More: the full row for 44 WEALTH MANAGEMENT LLC 1,614 $372K 0.14% -79 13F-HR Timeline MILLENNIUM MANAGEMENT LLC in group MILLENNIUM MANAGEMENT LLC More: the full row for MILLENNIUM MANAGEMENT LLC 1,608 $371K <0.01% -32,435 13F-HR Timeline Group Darwin Wealth Management, LLC More: the full row for Darwin Wealth Management, LLC 1,604 $370K 0.12% -101 13F-HR/A Timeline SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 1,582 $365K 0.03% new 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 1,569 $362K 0.01% -206 13F-HR Timeline Beacon Capital Management, LLC More: the full row for Beacon Capital Management, LLC 1,568 $362K 0.05% -67 13F-HR Timeline TRUSTMARK BANK TRUST DEPARTMENT More: the full row for TRUSTMARK BANK TRUST DEPARTMENT 1,564 $361K 0.03% +423 13F-HR Timeline RD Lewis Holdings, Inc. More: the full row for RD Lewis Holdings, Inc. 1,349 $357K 0.39% 13F-HR Timeline Moisand Fitzgerald Tamayo, LLC More: the full row for Moisand Fitzgerald Tamayo, LLC 1,537 $355K 0.05% 0 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 1,536 $354K 0.07% +103 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 1,534 $354K 0.05% -631 13F-HR/A Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 1,530 $353K 0.01% -226 13F-HR Timeline Group LMG Wealth Partners, LLC More: the full row for LMG Wealth Partners, LLC 1,521 $351K 0.08% +334 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 1,520 $351K 0.03% 0 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 1,508 $348K 0.01% +7 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 1,505 $348K <0.01% -14,935 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 1,507 $348K 0.01% new 13F-HR Timeline LBMC INVESTMENT ADVISORS, LLC More: the full row for LBMC INVESTMENT ADVISORS, LLC 1,500 $346K 0.03% 0 13F-HR Timeline SIMS INVESTMENT MANAGEMENT, LLC More: the full row for SIMS INVESTMENT MANAGEMENT, LLC 1,500 $346K 0.2% 13F-HR Timeline ICONIQ Capital, LLC in group ICONIQ Capital, LLC More: the full row for ICONIQ Capital, LLC 1,477 $342K 0.01% new 13F-HR Timeline Group May Hill Capital, LLC More: the full row for May Hill Capital, LLC 1,477 $341K 0.13% 13F-HR Timeline Graypoint LLC More: the full row for Graypoint LLC 1,463 $337K 0.02% +93 13F-HR Timeline Catalina Capital Group, LLC More: the full row for Catalina Capital Group, LLC 1,462 $337K 0.11% +13 13F-HR Timeline Claro Advisors Inc. More: the full row for Claro Advisors Inc. 1,461 $337K 0.05% new 13F-HR Timeline McGlone Suttner Wealth Management, Inc. More: the full row for McGlone Suttner Wealth Management, Inc. 1,434 $331K 0.06% new 13F-HR Timeline FSM Wealth Advisors, LLC More: the full row for FSM Wealth Advisors, LLC 1,417 $331K 0.08% -219 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 1,426 $329K 0.14% 0 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 1,421 $328K 0.01% -431 13F-HR Timeline CI INVESTMENTS INC. in group CI INVESTMENTS INC. More: the full row for CI INVESTMENTS INC. 1,410 $325K <0.01% +188 13F-HR Timeline Group BAYSHORE ASSET MANAGEMENT, LLC More: the full row for BAYSHORE ASSET MANAGEMENT, LLC 1,400 $323K 0.15% 0 13F-HR Timeline COWA, LLC More: the full row for COWA, LLC 1,400 $323K 0.15% 0 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 1,394 $322K 0.01% +180 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 1,393 $321K 0.04% +21 13F-HR Timeline CONNING INC. in group CONNING INC. More: the full row for CONNING INC. 1,390 $321K 0.01% +209 13F-HR Timeline Group PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 1,388 $320K 0.03% +739 13F-HR Timeline Destiny Wealth Partners, LLC More: the full row for Destiny Wealth Partners, LLC 1,388 $320K 0.05% +5 13F-HR Timeline NorthCrest Asset Manangement, LLC More: the full row for NorthCrest Asset Manangement, LLC 1,388 $320K 0.01% +32 13F-HR/A Timeline Balboa Wealth Partners More: the full row for Balboa Wealth Partners 1,376 $317K 0.07% new 13F-HR Timeline PRELUDE CAPITAL MANAGEMENT, LLC More: the full row for PRELUDE CAPITAL MANAGEMENT, LLC 1,372 $317K 0.03% -140 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 1,366 $315K 0.01% 0 13F-HR/A Timeline Mediolanum International Funds Ltd More: the full row for Mediolanum International Funds Ltd 1,355 $315K <0.01% new 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 1,360 $314K 0.01% new 13F-HR Timeline Wiser Advisor Group LLC More: the full row for Wiser Advisor Group LLC 1,359 $313K 0.46% +85 13F-HR Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 1,358 $313K 0.03% +47 13F-HR Timeline ARGUS INVESTORS' COUNSEL, INC. More: the full row for ARGUS INVESTORS' COUNSEL, INC. 1,350 $311K 0.21% 0 13F-HR Timeline LMR Partners LLP in group LMR Partners LLP More: the full row for LMR Partners LLP 1,348 $311K 0.01% new 13F-HR Timeline Group SHELTON CAPITAL MANAGEMENT More: the full row for SHELTON CAPITAL MANAGEMENT 1,341 $309K 0.01% +105 13F-HR Timeline Howard Capital Management, LLC More: the full row for Howard Capital Management, LLC 1,338 $309K <0.01% +63 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 1,335 $308K 0.03% +903 13F-HR Timeline IPG Investment Advisors LLC More: the full row for IPG Investment Advisors LLC 1,330 $308K 0.07% -456 13F-HR Timeline BOOTHBAY FUND MANAGEMENT, LLC More: the full row for BOOTHBAY FUND MANAGEMENT, LLC 1,332 $307K 0.01% -42,207 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 1,325 $306K 0.03% +20 13F-HR Timeline Finer Wealth Management, Inc. More: the full row for Finer Wealth Management, Inc. 1,319 $304K 0.17% 0 13F-HR Timeline Householder Group Estate & Retirement S… More: the full row for Householder Group Estate & Retirement Specialist, LLC 1,320 $304K 0.23% +610 13F-HR Timeline Diametric Capital, LP More: the full row for Diametric Capital, LP 1,314 $303K 0.2% -2,429 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 1,312 $303K 0.01% +143 13F-HR/A Timeline Proficio Capital Partners LLC More: the full row for Proficio Capital Partners LLC 1,307 $302K 0.02% new 13F-HR/A Timeline SIERRA OCEAN, LLC More: the full row for SIERRA OCEAN, LLC 1,288 $297K 0.24% 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 1,282 $296K <0.01% -66 13F-HR Timeline Lantern Wealth Advisors, LLC More: the full row for Lantern Wealth Advisors, LLC 1,275 $294K 0.19% -103 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 1,272 $294K 0.01% -2,665 13F-HR Timeline Smith Anglin Financial, LLC More: the full row for Smith Anglin Financial, LLC 1,258 $290K 0.03% -99 13F-HR Timeline Optimist Retirement Group LLC More: the full row for Optimist Retirement Group LLC 1,257 $290K 0.14% -262 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 1,235 $285K 0.03% +83 13F-HR Timeline Group Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 1,222 $282K 0.01% new 13F-HR Timeline Clark Capital Management Group, Inc. More: the full row for Clark Capital Management Group, Inc. 1,219 $281K <0.01% 0 13F-HR Timeline Lindbrook Capital, LLC More: the full row for Lindbrook Capital, LLC 1,213 $280K 0.03% +7 13F-HR Timeline LEIGH BALDWIN & CO., LLC More: the full row for LEIGH BALDWIN & CO., LLC 1,210 $279K 0.24% 13F-HR/A Timeline Cooper Financial Group More: the full row for Cooper Financial Group 1,199 $277K 0.03% new 13F-HR Timeline LOS ANGELES CAPITAL MANAGEMENT LLC More: the full row for LOS ANGELES CAPITAL MANAGEMENT LLC 1,196 $276K <0.01% 0 13F-HR Timeline WNY Asset Management, LLC More: the full row for WNY Asset Management, LLC 1,195 $276K 0.03% 0 13F-HR Timeline Lebenthal Global Advisors, LLC in group Lebenthal Global Advisors, LLC More: the full row for Lebenthal Global Advisors, LLC 1,195 $276K 0.05% new 13F-HR Timeline Group MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 1,191 $275K 0.01% +67 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 1,180 $272K 0.03% new 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 1,175 $271K 0.02% new 13F-HR Timeline COMMERZBANK AKTIENGESELLSCHAFT /FI More: the full row for COMMERZBANK AKTIENGESELLSCHAFT /FI 1,161 $271K 0.01% new 13F-HR Timeline McAdam, LLC More: the full row for McAdam, LLC 1,157 $267K 0.01% new 13F-HR Timeline American Trust More: the full row for American Trust 1,152 $266K 0.02% 0 13F-HR Timeline Rollins Financial Advisors, LLC More: the full row for Rollins Financial Advisors, LLC 1,151 $266K 0.04% 0 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 1,148 $265K 0.01% -2,174 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 1,148 $265K 0.01% -8 13F-HR Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 1,144 $264K <0.01% new 13F-HR Timeline Group EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 1,137 $263K 0.01% new 13F-HR Timeline CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 1,127 $260K 0.05% -1 13F-HR Timeline Maia Wealth LLC More: the full row for Maia Wealth LLC 1,080 $255K 0.05% +1,041 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 1,106 $255K 0.02% +8 13F-HR Timeline Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 1,105 $255K 0.04% -112 13F-HR Timeline CARRET ASSET MANAGEMENT, LLC More: the full row for CARRET ASSET MANAGEMENT, LLC 1,100 $254K 0.03% -100 13F-HR Timeline ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 1,100 $254K 0.02% 0 13F-HR Timeline Formidable Asset Management, LLC More: the full row for Formidable Asset Management, LLC 1,100 $254K 0.04% new 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 1,082 $250K <0.01% 0 13F-HR Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 1,074 $248K 0.1% +616 13F-HR Timeline STRATEGY ASSET MANAGERS LLC More: the full row for STRATEGY ASSET MANAGERS LLC 1,074 $248K 0.05% new 13F-HR Timeline EVERPAR ADVISORS LLC More: the full row for EVERPAR ADVISORS LLC 1,074 $248K 0.12% new 13F-HR Timeline Hudock, Inc. More: the full row for Hudock, Inc. 1,071 $247K 0.04% new 13F-HR Timeline CHILDRESS CAPITAL ADVISORS, LLC More: the full row for CHILDRESS CAPITAL ADVISORS, LLC 1,068 $246K 0.07% new 13F-HR Timeline Quantum Financial Advisors, LLC More: the full row for Quantum Financial Advisors, LLC 1,064 $245K 0.04% new 13F-HR Timeline Optas, LLC More: the full row for Optas, LLC 1,057 $244K 0.05% new 13F-HR Timeline OneAscent Financial Services LLC in group OneAscent Financial Services … More: the full row for OneAscent Financial Services LLC 1,054 $243K 0.02% new 13F-HR Timeline Group Birchcreek Wealth Management, LLC More: the full row for Birchcreek Wealth Management, LLC 1,050 $242K 0.15% new 13F-HR Timeline Longboard Asset Management, LP More: the full row for Longboard Asset Management, LP 1,048 $242K 0.64% 13F-HR Timeline BURNEY CO/ More: the full row for BURNEY CO/ 1,046 $241K 0.01% new 13F-HR Timeline FLORIDA FINANCIAL ADVISORS, LLC More: the full row for FLORIDA FINANCIAL ADVISORS, LLC 1,043 $241K 0.11% new 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 1,056 $240K 0.01% +32 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 1,038 $240K 0.01% -418 13F-HR Timeline Nicholas Hoffman & Company, LLC. More: the full row for Nicholas Hoffman & Company, LLC. 1,023 $236K 0.01% new 13F-HR/A Timeline The filing omitted confidential holdings, a later amendment may add them. MN Wealth Advisors, LLC More: the full row for MN Wealth Advisors, LLC 1,009 $233K 0.13% new 13F-HR Timeline Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 1,003 $231K 0.03% new 13F-HR Timeline DEARBORN PARTNERS LLC More: the full row for DEARBORN PARTNERS LLC 1,000 $231K 0.01% new 13F-HR Timeline AdvisorShares Investments LLC More: the full row for AdvisorShares Investments LLC 1,000 $231K 0.04% -100 13F-HR Timeline EDMOND DE ROTHSCHILD HOLDING S.A. in group EDMOND DE ROTHSCHILD HOLDING … More: the full row for EDMOND DE ROTHSCHILD HOLDING S.A. 1,000 $231K <0.01% -3,000 13F-HR Timeline Group Lorne Steinberg Wealth Management Inc. More: the full row for Lorne Steinberg Wealth Management Inc. 1,000 $231K 0.07% new 13F-HR Timeline Retirement Investment Advisors, Inc. More: the full row for Retirement Investment Advisors, Inc. 1,000 $231K 0.02% new 13F-HR Timeline Compound Global Advisors, LLC More: the full row for Compound Global Advisors, LLC 1,000 $231K 0.94% 13F-HR Timeline LIBERTY WEALTH MANAGEMENT LLC More: the full row for LIBERTY WEALTH MANAGEMENT LLC 999 $230K 0.04% -462 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 998 $230K 0.05% new 13F-HR Timeline Farringdon Capital, Ltd. More: the full row for Farringdon Capital, Ltd. 995 $230K 0.09% 13F-HR Timeline SENTRY INVESTMENT MANAGEMENT LLC More: the full row for SENTRY INVESTMENT MANAGEMENT LLC 992 $229K 0.11% -162 13F-HR Timeline SIMPLEX TRADING, LLC More: the full row for SIMPLEX TRADING, LLC 990 $228K 0.01% new 13F-HR Timeline BCS Wealth Management More: the full row for BCS Wealth Management 986 $227K 0.06% new 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 980 $226K 0.01% -475 13F-HR/A Timeline Group Legacy Advisors, LLC More: the full row for Legacy Advisors, LLC 974 $225K 0.02% new 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 1,358 $224K 0.01% new 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 826 $220K 0.01% +326 13F-HR Timeline Group Calydon Capital More: the full row for Calydon Capital 953 $220K 0.04% new 13F-HR Timeline Plancorp, LLC More: the full row for Plancorp, LLC 945 $218K 0.01% new 13F-HR Timeline Annex Advisory Services, LLC More: the full row for Annex Advisory Services, LLC 941 $217K 0.01% new 13F-HR Timeline CAPITAL ADVISORS INC/OK More: the full row for CAPITAL ADVISORS INC/OK 940 $217K <0.01% new 13F-HR Timeline Virtue Capital Management, LLC More: the full row for Virtue Capital Management, LLC 939 $217K 0.04% -248 13F-HR Timeline Sterling Financial Planning, Inc. More: the full row for Sterling Financial Planning, Inc. 935 $216K 0.08% new 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 933 $215K 0.02% new 13F-HR Timeline denkapparat Operations GmbH More: the full row for denkapparat Operations GmbH 932 $215K 0.32% 13F-HR Timeline EAGLE WEALTH STRATEGIES LLC More: the full row for EAGLE WEALTH STRATEGIES LLC 931 $215K 0.16% new 13F-HR Timeline ACCREDITED INVESTOR SERVICES, LLC More: the full row for ACCREDITED INVESTOR SERVICES, LLC 930 $215K 0.17% 13F-HR Timeline Kera Capital Partners, Inc. More: the full row for Kera Capital Partners, Inc. 923 $213K 0.06% 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 920 $212K 0.01% +403 13F-HR Timeline L2 Asset Management, LLC More: the full row for L2 Asset Management, LLC 911 $210K 0.05% new 13F-HR Timeline Capital Asset Advisory Services LLC More: the full row for Capital Asset Advisory Services LLC 909 $208K 0.01% new 13F-HR Timeline LIBERTY SQUARE WEALTH PARTNERS LLC More: the full row for LIBERTY SQUARE WEALTH PARTNERS LLC 788 $207K 0.08% 13F-HR Timeline Essex Bank in group Essex Financial Services, Inc. More: the full row for Essex Bank 898 $207K 0.05% new 13F-HR Timeline Group Waterloo Capital, L.P. More: the full row for Waterloo Capital, L.P. 886 $204K 0.02% -357 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 885 $204K <0.01% new 13F-HR Timeline Group AlphaCentric Advisors LLC More: the full row for AlphaCentric Advisors LLC 877 $202K 0.2% -152 13F-HR Timeline Pines Wealth Management, LLC More: the full row for Pines Wealth Management, LLC 884 $201K 0.09% 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 867 $200K 0.01% new 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 860 $198K 0.01% -150 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 854 $197K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. CVA Family Office, LLC More: the full row for CVA Family Office, LLC 853 $197K 0.03% +42 13F-HR Timeline Generali Asset Management SPA SGR More: the full row for Generali Asset Management SPA SGR 826 $191K <0.01% 13F-HR/A Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 795 $183K 0.02% 0 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 792 $183K <0.01% 0 13F-HR Timeline Pinnacle Financial Partners Inc More: the full row for Pinnacle Financial Partners Inc 1,000 $177K <0.01% 0 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 756 $174K 0.1% 0 13F-HR Timeline VAN ECK ASSOCIATES CORP in group VAN ECK ASSOCIATES CORP More: the full row for VAN ECK ASSOCIATES CORP 752 $173K <0.01% -1,531 13F-HR Timeline Group Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 736 $170K 0.02% +31 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 734 $169K 0.01% 0 13F-HR Timeline WASHINGTON TRUST Co More: the full row for WASHINGTON TRUST Co 680 $157K 0.01% 0 13F-HR Timeline Riverview Trust Co More: the full row for Riverview Trust Co 671 $155K 0.14% 0 13F-HR Timeline Castleview Partners, LLC More: the full row for Castleview Partners, LLC 657 $150K 0.08% -75 13F-HR/A Timeline Kentucky Trust Co More: the full row for Kentucky Trust Co 650 $150K 0.09% 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 641 $148K <0.01% +1 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 631 $146K 0.04% 0 13F-HR Timeline Hartford Financial Management Inc. More: the full row for Hartford Financial Management Inc. 629 $145K 0.03% 0 13F-HR Timeline PSI Advisors, LLC More: the full row for PSI Advisors, LLC 627 $144K 0.04% +2 13F-HR Timeline Richard W. Paul & Associates, LLC More: the full row for Richard W. Paul & Associates, LLC 614 $142K 0.05% new 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 613 $141K 0.02% +58 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 603 $139K <0.01% -13 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 595 $137K 0.11% -12 13F-HR Timeline Zions Bancorporation, N.A. More: the full row for Zions Bancorporation, N.A. 561 $129K 0.01% -5 13F-HR Timeline