Gilbert & Cook, Inc. More: the full row for Gilbert & Cook, Inc. 1,700 $1.21M 0.17% -5 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 1,695 $1.21M 0.02% -115 13F-HR Timeline CENTRAL BANK & TRUST CO More: the full row for CENTRAL BANK & TRUST CO 1,689 $1.2M 0.18% -259 13F-HR Timeline Net Worth Advisory Group More: the full row for Net Worth Advisory Group 1,684 $1.2M 0.36% -262 13F-HR Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 1,797 $1.2M 0.07% -296 13F-HR Timeline BNP PARIBAS in group BNP PARIBAS More: the full row for BNP PARIBAS 1,678 $1.2M 0.01% -55 13F-HR Timeline Group Wedmont Private Capital More: the full row for Wedmont Private Capital 1,707 $1.19M 0.06% +211 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 1,669 $1.19M 0.07% -89 13F-HR Timeline Northeast Financial Consultants Inc More: the full row for Northeast Financial Consultants Inc 1,668 $1.19M 0.05% 0 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 1,648 $1.17M 0.02% -1,489 13F-HR Timeline Group Caprock Group, LLC More: the full row for Caprock Group, LLC 1,647 $1.17M 0.04% +351 13F-HR Timeline Oak Asset Management, LLC More: the full row for Oak Asset Management, LLC 1,635 $1.16M 0.43% 0 13F-HR Timeline Empirical Finance, LLC More: the full row for Empirical Finance, LLC 1,631 $1.16M 0.07% -48 13F-HR Timeline Generali Investments CEE, investicni sp… More: the full row for Generali Investments CEE, investicni spolecnost, a.s. 1,630 $1.16M 0.12% 13F-HR Timeline AVANTAX ADVISORY SERVICES, INC. More: the full row for AVANTAX ADVISORY SERVICES, INC. 1,624 $1.16M 0.01% +404 13F-HR Timeline AlphaMark Advisors, LLC More: the full row for AlphaMark Advisors, LLC 1,622 $1.16M 0.5% +9 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 1,617 $1.15M 0.04% +108 13F-HR Timeline Nebula Research & Development LLC More: the full row for Nebula Research & Development LLC 1,603 $1.14M 0.13% -1,957 13F-HR Timeline ACORN FINANCIAL ADVISORY SERVICES INC /… More: the full row for ACORN FINANCIAL ADVISORY SERVICES INC /ADV 1,602 $1.14M 0.19% 0 13F-HR Timeline Murphy Pohlad Asset Management LLC More: the full row for Murphy Pohlad Asset Management LLC 1,600 $1.14M 0.49% 0 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 1,599 $1.14M 0.01% +625 13F-HR Timeline Banque Transatlantique SA in group Banque Transatlantique SA More: the full row for Banque Transatlantique SA 1,600 $1.13M 0.03% 13F-HR Timeline Group CARY STREET PARTNERS ASSET MANAGEMENT L… group of 2 filers holding More: the full row for CARY STREET PARTNERS ASSET MANAGEMENT LLC 1,580 $1.13M -2,494 Timeline Horizon Investments, LLC More: the full row for Horizon Investments, LLC 1,575 $1.12M 0.03% +23 13F-HR Timeline Callan Family Office, LLC More: the full row for Callan Family Office, LLC 1,569 $1.12M 0.07% new 13F-HR Timeline MUFG SECURITIES AMERICAS INC. More: the full row for MUFG SECURITIES AMERICAS INC. 1,554 $1.11M 0.14% 13F-HR Timeline Graham Capital Management, L.P. More: the full row for Graham Capital Management, L.P. 1,506 $1.07M 0.03% new 13F-HR Timeline MOODY NATIONAL BANK TRUST DIVISION in group MOODY NATIONAL BANK TRUST DIV… More: the full row for MOODY NATIONAL BANK TRUST DIVISION 1,498 $1.07M 0.11% new 13F-HR Timeline Group TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 1,494 $1.06M 0.19% -206 13F-HR Timeline Busey Bank More: the full row for Busey Bank 1,490 $1.06M 0.03% -73 13F-HR Timeline V-Square Quantitative Management LLC More: the full row for V-Square Quantitative Management LLC 1,489 $1.06M 0.15% +158 13F-HR Timeline Columbia Bank More: the full row for Columbia Bank 1,534 $1.06M 0.37% +108 13F-HR Timeline Boston Trust Walden Corp in group Boston Trust Walden Corp More: the full row for Boston Trust Walden Corp 1,453 $1.04M 0.01% 0 13F-HR Timeline Group Balboa Wealth Partners More: the full row for Balboa Wealth Partners 1,452 $1.03M 0.24% -47 13F-HR Timeline Analyst IMS Investment Management Servi… in group Analyst IMS Investment Manage… More: the full row for Analyst IMS Investment Management Services Ltd. 1,425 $1.01M 0.04% 0 13F-HR Timeline Group Qtron Investments LLC More: the full row for Qtron Investments LLC 1,415 $1.01M 0.14% 0 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 1,414 $1.01M 0.11% -108 13F-HR Timeline ICICI Prudential Asset Management Co Ltd More: the full row for ICICI Prudential Asset Management Co Ltd 1,407 $1M 0.11% -8 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 1,404 $1M 0.02% -1,158 13F-HR Timeline Mission Creek Capital Partners, Inc. More: the full row for Mission Creek Capital Partners, Inc. 1,402 $999K 0.22% -37 13F-HR Timeline Generali Investments Towarzystwo Fundus… in group Generali Powszechne Towarzyst… More: the full row for Generali Investments Towarzystwo Funduszy Inwestycyjnych 1,401 $998K 0.58% +304 13F-HR Timeline Group Summit Trail Advisors, LLC More: the full row for Summit Trail Advisors, LLC 1,396 $994K 0.04% +6 13F-HR Timeline Weaver Capital Management LLC More: the full row for Weaver Capital Management LLC 1,381 $984K 0.28% -526 13F-HR Timeline Dakota Wealth Management More: the full row for Dakota Wealth Management 1,366 $973K 0.02% +39 13F-HR Timeline ADAR1 Capital Management, LLC in group ADAR1 Capital Management, LLC More: the full row for ADAR1 Capital Management, LLC 1,361 $969K 0.2% +490 13F-HR Timeline Group Ascentis Independent Advisors in group Ascentis Wealth Management, L… More: the full row for Ascentis Independent Advisors 1,358 $967K 0.18% +1,272 13F-HR Timeline Group Moss Adams Wealth Advisors LLC More: the full row for Moss Adams Wealth Advisors LLC 1,357 $967K 0.1% +923 13F-HR Timeline DELTA FINANCIAL ADVISORS LLC More: the full row for DELTA FINANCIAL ADVISORS LLC 1,353 $964K 0.36% -2 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 1,347 $960K 0.05% -3,047 13F-HR Timeline RETIREMENT GUYS FORMULA LLC More: the full row for RETIREMENT GUYS FORMULA LLC 1,342 $956K 0.48% +64 13F-HR Timeline INTRUST BANK NA More: the full row for INTRUST BANK NA 1,333 $950K 0.1% -282 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 1,318 $939K 0.07% +21 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 1,311 $934K 0.02% +2 13F-HR Timeline Blueshift Asset Management, LLC More: the full row for Blueshift Asset Management, LLC 1,303 $928K 0.34% +964 13F-HR Timeline Evercore Wealth Management, LLC More: the full row for Evercore Wealth Management, LLC 1,302 $927K 0.01% -3 13F-HR Timeline Humankind Investments LLC More: the full row for Humankind Investments LLC 1,298 $925K 0.23% +498 13F-HR Timeline Teza Capital Management LLC More: the full row for Teza Capital Management LLC 1,294 $922K 0.14% +429 13F-HR Timeline 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 1,284 $915K 0.14% -545 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 1,283 $914K 0.08% +389 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 1,280 $912K 0.01% +239 13F-HR Timeline AGF MANAGEMENT LTD in group AGF MANAGEMENT LTD More: the full row for AGF MANAGEMENT LTD 1,277 $910K <0.01% +942 13F-HR Timeline Group BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 1,255 $894K <0.01% -788 13F-HR Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 1,253 $893K 0.02% -10,765 13F-HR Timeline Group Montecito Bank & Trust More: the full row for Montecito Bank & Trust 1,252 $892K 0.15% +138 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 1,251 $891K 0.02% -296 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 1,246 $888K 0.01% -221 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 1,245 $887K 0.11% new 13F-HR Timeline LECAP ASSET MANAGEMENT LTD More: the full row for LECAP ASSET MANAGEMENT LTD 1,243 $885K 0.24% +262 13F-HR Timeline KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 1,239 $883K <0.01% +76 13F-HR Timeline Group VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 1,239 $882K 0.16% -41 13F-HR Timeline Trust Asset Management LLC More: the full row for Trust Asset Management LLC 1,237 $881K 0.07% 0 13F-HR Timeline PRINCETON CAPITAL MANAGEMENT LLC More: the full row for PRINCETON CAPITAL MANAGEMENT LLC 1,235 $880K 0.27% -10 13F-HR Timeline Canada Post Corp Registered Pension Plan More: the full row for Canada Post Corp Registered Pension Plan 1,215 $865K 0.05% 13F-HR Timeline Kintegral Advisory, LLC in group Kintegral Advisory, LLC More: the full row for Kintegral Advisory, LLC 1,210 $862K 0.08% -57 13F-HR Timeline Group Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 1,190 $848K 0.03% +268 13F-HR Timeline Cravens & Co Advisors, LLC More: the full row for Cravens & Co Advisors, LLC 1,163 $828K 0.63% -142 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 1,163 $828K 0.01% +415 13F-HR Timeline SHEETS SMITH WEALTH MANAGEMENT More: the full row for SHEETS SMITH WEALTH MANAGEMENT 1,160 $826K 0.1% +45 13F-HR Timeline Lindbrook Capital, LLC More: the full row for Lindbrook Capital, LLC 1,151 $820K 0.07% +6 13F-HR Timeline Magnus Financial Group LLC More: the full row for Magnus Financial Group LLC 1,141 $813K 0.08% -447 13F-HR Timeline West Family Investments, Inc. More: the full row for West Family Investments, Inc. 1,137 $810K 0.28% -53 13F-HR Timeline CIBC WORLD MARKET INC. More: the full row for CIBC WORLD MARKET INC. 1,131 $806K <0.01% -193 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 1,104 $786K 0.02% -220 13F-HR Timeline Williams Jones Wealth Management, LLC. More: the full row for Williams Jones Wealth Management, LLC. 1,098 $782K 0.01% -715 13F-HR Timeline MANGROVE PARTNERS IM, LLC More: the full row for MANGROVE PARTNERS IM, LLC 1,079 $769K 0.09% new 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 1,078 $768K 0.14% -9 13F-HR Timeline Group MONARCH CAPITAL MANAGEMENT INC More: the full row for MONARCH CAPITAL MANAGEMENT INC 1,067 $760K 0.21% +549 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 1,065 $759K 0.06% -1,431 13F-HR Timeline SIG BROKERAGE, LP More: the full row for SIG BROKERAGE, LP 1,064 $758K 0.35% 13F-HR Timeline Westhampton Capital, LLC More: the full row for Westhampton Capital, LLC 1,063 $757K 0.39% +170 13F-HR Timeline ODDO BHF ASSET MANAGEMENT SAS More: the full row for ODDO BHF ASSET MANAGEMENT SAS 1,057 $753K 0.04% -463 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Intellectus Partners, LLC More: the full row for Intellectus Partners, LLC 1,055 $752K 0.17% 0 13F-HR Timeline Arcataur Capital Management LLC More: the full row for Arcataur Capital Management LLC 1,053 $750K 0.25% +267 13F-HR Timeline XML Financial, LLC More: the full row for XML Financial, LLC 1,044 $744K 0.07% -63 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 1,041 $742K 0.07% -221 13F-HR Timeline BURNS J W & CO INC/NY More: the full row for BURNS J W & CO INC/NY 1,040 $741K 0.09% 0 13F-HR Timeline Pflug Koory, LLC More: the full row for Pflug Koory, LLC 1,040 $741K 0.37% -8 13F-HR Timeline NOVEM GROUP More: the full row for NOVEM GROUP 1,038 $739K 0.11% 13F-HR Timeline SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 1,018 $725K 0.04% -39 13F-HR Timeline Nilsine Partners, LLC More: the full row for Nilsine Partners, LLC 1,006 $717K 0.08% +27 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 1,005 $716K 0.07% +147 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 1,002 $714K 0.01% +142 13F-HR Timeline Alta Wealth Advisors LLC More: the full row for Alta Wealth Advisors LLC 1,000 $712K 0.31% 0 13F-HR Timeline SVB WEALTH LLC More: the full row for SVB WEALTH LLC 992 $707K 0.01% new 13F-HR Timeline WESTPAC BANKING CORP in group WESTPAC BANKING CORP More: the full row for WESTPAC BANKING CORP 989 $704K 0.05% 0 13F-HR Timeline Group Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 985 $701K 0.01% +172 13F-HR Timeline Group Marshall Financial Group, LLC More: the full row for Marshall Financial Group, LLC 970 $691K 0.17% new 13F-HR Timeline STF Management LP More: the full row for STF Management LP 968 $690K 0.31% -589 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 962 $685K 0.01% -44 13F-HR Timeline Dempze Nancy E More: the full row for Dempze Nancy E 960 $684K 0.39% 0 13F-HR Timeline Morningstar Investment Management LLC group of 2 filers holding More: the full row for Morningstar Investment Management LLC 954 $680K -393 Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 952 $678K 0.06% -64 13F-HR Timeline Bayesian Capital Management, LP More: the full row for Bayesian Capital Management, LP 952 $678K 0.08% new 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 975 $676K 0.02% -200 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 948 $675K 0.01% -6 13F-HR Timeline Group BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 948 $675K 0.02% +686 13F-HR/A Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 952 $669K 0.07% +72 13F-HR Timeline Connor, Clark & Lunn Investment Managem… More: the full row for Connor, Clark & Lunn Investment Management Ltd. 934 $665K <0.01% -19,577 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 922 $657K 0.03% -97 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 919 $655K <0.01% +314 13F-HR Timeline Group Formidable Asset Management, LLC More: the full row for Formidable Asset Management, LLC 919 $655K 0.11% +131 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 917 $653K 0.01% -145 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 916 $652K 0.01% +110 13F-HR/A Timeline Group Allworth Financial LP More: the full row for Allworth Financial LP 958 $651K <0.01% +249 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 907 $646K 0.06% -529 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 907 $646K 0.01% -65 13F-HR Timeline BOYD WATTERSON ASSET MANAGEMENT LLC/OH More: the full row for BOYD WATTERSON ASSET MANAGEMENT LLC/OH 905 $645K 0.18% -286 13F-HR Timeline Plancorp, LLC More: the full row for Plancorp, LLC 899 $640K 0.03% -22 13F-HR Timeline Covenant Asset Management, LLC More: the full row for Covenant Asset Management, LLC 898 $640K 0.14% -5,445 13F-HR Timeline Penbrook Management LLC More: the full row for Penbrook Management LLC 897 $639K 0.44% -250 13F-HR Timeline PITCAIRN CO in group PITCAIRN CO More: the full row for PITCAIRN CO 890 $634K 0.04% -72 13F-HR Timeline Group Circle Wealth Management, LLC More: the full row for Circle Wealth Management, LLC 890 $634K 0.01% 0 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 889 $633K 0.01% -217 13F-HR Timeline Group UMB Bank, n.a. More: the full row for UMB Bank, n.a. 884 $630K 0.01% -24 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Biondo Investment Advisors, LLC More: the full row for Biondo Investment Advisors, LLC 875 $623K 0.09% -30 13F-HR Timeline Western Financial Corp/CA More: the full row for Western Financial Corp/CA 870 $620K 0.34% -833 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 868 $618K 0.01% +71 13F-HR Timeline Callahan Advisors, LLC More: the full row for Callahan Advisors, LLC 866 $617K 0.06% new 13F-HR Timeline Baader Bank Aktiengesellschaft More: the full row for Baader Bank Aktiengesellschaft 866 $617K 0.06% -79 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 863 $615K 0.01% +98 13F-HR Timeline Schechter Investment Advisors, LLC More: the full row for Schechter Investment Advisors, LLC 855 $609K 0.05% -117 13F-HR Timeline MERIDIAN INVESTMENT COUNSEL INC. More: the full row for MERIDIAN INVESTMENT COUNSEL INC. 854 $608K 0.18% 0 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 850 $605K 0.04% -167 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 849 $605K 0.08% -1 13F-HR Timeline JACOBS LEVY EQUITY MANAGEMENT, INC More: the full row for JACOBS LEVY EQUITY MANAGEMENT, INC 847 $603K <0.01% -22,744 13F-HR Timeline DSG Capital Advisors, LLC More: the full row for DSG Capital Advisors, LLC 847 $603K 0.11% 13F-HR Timeline REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 843 $600K <0.01% -105 13F-HR Timeline Group WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 843 $600K 0.02% +54 13F-HR Timeline KORNITZER CAPITAL MANAGEMENT INC /KS More: the full row for KORNITZER CAPITAL MANAGEMENT INC /KS 842 $600K 0.01% new 13F-HR Timeline PLIMOTH TRUST CO LLC More: the full row for PLIMOTH TRUST CO LLC 837 $596K 0.15% 0 13F-HR Timeline TECTONIC ADVISORS LLC in group TECTONIC ADVISORS LLC More: the full row for TECTONIC ADVISORS LLC 830 $591K 0.04% +118 13F-HR Timeline Group INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 829 $591K 0.02% +21 13F-HR Timeline KING LUTHER CAPITAL MANAGEMENT CORP More: the full row for KING LUTHER CAPITAL MANAGEMENT CORP 828 $590K <0.01% -14 13F-HR Timeline FCG Investment Co More: the full row for FCG Investment Co 819 $583K 0.35% -205 13F-HR Timeline Bordeaux Wealth Advisors LLC More: the full row for Bordeaux Wealth Advisors LLC 817 $582K 0.09% +8 13F-HR/A Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 812 $578K <0.01% +421 13F-HR Timeline Group GATEWAY INVESTMENT ADVISERS LLC More: the full row for GATEWAY INVESTMENT ADVISERS LLC 812 $578K 0.01% -301 13F-HR Timeline ASHTON THOMAS SECURITIES, LLC More: the full row for ASHTON THOMAS SECURITIES, LLC 810 $577K 0.16% +20 13F-HR Timeline Freedom Investment Management, Inc. More: the full row for Freedom Investment Management, Inc. 805 $574K 0.05% +49 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 802 $571K 0.02% -156 13F-HR/A Timeline SCHWARTZ INVESTMENT COUNSEL INC More: the full row for SCHWARTZ INVESTMENT COUNSEL INC 800 $570K 0.02% +400 13F-HR Timeline Avestar Capital, LLC More: the full row for Avestar Capital, LLC 787 $561K 0.05% +64 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 786 $560K 0.05% +323 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 785 $559K 0.03% -12 13F-HR Timeline Bryce Point Capital, LLC More: the full row for Bryce Point Capital, LLC 783 $558K 0.16% 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 782 $557K 0.02% +373 13F-HR Timeline LAKE STREET ADVISORS GROUP, LLC More: the full row for LAKE STREET ADVISORS GROUP, LLC 779 $555K 0.03% +66 13F-HR Timeline Portside Wealth Group, LLC More: the full row for Portside Wealth Group, LLC 776 $553K 0.09% +52 13F-HR/A Timeline SHIKIAR ASSET MANAGEMENT INC More: the full row for SHIKIAR ASSET MANAGEMENT INC 770 $548K 0.15% -17 13F-HR Timeline Connecticut Wealth Management, LLC More: the full row for Connecticut Wealth Management, LLC 762 $543K 0.03% +4 13F-HR Timeline Samalin Investment Counsel, LLC More: the full row for Samalin Investment Counsel, LLC 756 $539K 0.23% -35 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 753 $536K <0.01% -68 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 751 $535K 0.01% -107 13F-HR Timeline Cyndeo Wealth Partners, LLC More: the full row for Cyndeo Wealth Partners, LLC 748 $533K 0.04% -1 13F-HR Timeline SKBA CAPITAL MANAGEMENT LLC More: the full row for SKBA CAPITAL MANAGEMENT LLC 740 $527K 0.08% 0 13F-HR Timeline STONEBRIDGE CAPITAL MANAGEMENT INC More: the full row for STONEBRIDGE CAPITAL MANAGEMENT INC 735 $524K 0.21% 0 13F-HR Timeline HORIZON KINETICS ASSET MANAGEMENT LLC More: the full row for HORIZON KINETICS ASSET MANAGEMENT LLC 735 $524K 0.01% +29 13F-HR Timeline Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 728 $519K 0.09% -166 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 727 $518K 0.07% -10 13F-HR Timeline ExodusPoint Capital Management, LP More: the full row for ExodusPoint Capital Management, LP 721 $514K 0.01% -7,047 13F-HR Timeline Copperwynd Financial, LLC More: the full row for Copperwynd Financial, LLC 720 $513K 0.14% -78 13F-HR Timeline Per Stirling Capital Management, LLC. More: the full row for Per Stirling Capital Management, LLC. 720 $513K 0.07% -3 13F-HR Timeline CLOUGH CAPITAL PARTNERS L P in group CLOUGH CAPITAL PARTNERS L P More: the full row for CLOUGH CAPITAL PARTNERS L P 715 $509K 0.06% 0 13F-HR Timeline Group Greykasell Wealth Strategies, Inc. More: the full row for Greykasell Wealth Strategies, Inc. 708 $504K 0.28% 13F-HR Timeline American Trust More: the full row for American Trust 699 $498K 0.04% +128 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 708 $497K 0.05% -221 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 690 $492K 0.02% +3 13F-HR Timeline Sava Infond d.o.o. More: the full row for Sava Infond d.o.o. 690 $492K 0.09% 13F-HR Timeline INVESTMENT HOUSE LLC More: the full row for INVESTMENT HOUSE LLC 689 $491K 0.03% 0 13F-HR Timeline TRAPHAGEN INVESTMENT ADVISORS LLC More: the full row for TRAPHAGEN INVESTMENT ADVISORS LLC 688 $490K 0.05% +233 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 682 $487K 0.03% +144 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 682 $486K 0.02% -19 13F-HR Timeline Coign Capital Advisors LLC More: the full row for Coign Capital Advisors LLC 679 $484K 0.45% 13F-HR Timeline Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 677 $482K 0.04% -34 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 674 $480K 0.01% -187 13F-HR Timeline Group Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 673 $479K 0.04% -19 13F-HR Timeline Voleon Capital Management LP More: the full row for Voleon Capital Management LP 671 $478K 0.04% 13F-HR Timeline Penobscot Investment Management Company… More: the full row for Penobscot Investment Management Company, Inc. 670 $477K 0.04% 0 13F-HR Timeline Financial Advocates Investment Manageme… More: the full row for Financial Advocates Investment Management 665 $474K 0.03% new 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 651 $464K 0.01% 13F-HR Timeline