DZ BANK AG Deutsche Zentral Genossensch… in group DZ BANK AG Deutsche Zentral G… More: the full row for DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 4,733 $481K <0.01% -17,428 13F-HR Timeline Group Callan Family Office, LLC in group Callan Family Office, LLC More: the full row for Callan Family Office, LLC 4,696 $477K 0.01% +827 13F-HR Timeline Group SummitTX Capital, L.P. More: the full row for SummitTX Capital, L.P. 4,691 $477K 0.01% new 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 4,682 $476K <0.01% -160 13F-HR Timeline Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 4,670 $475K <0.01% new 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 4,646 $472K 0.04% new 13F-HR Timeline ENCOMPASS WEALTH ADVISORS, LLC More: the full row for ENCOMPASS WEALTH ADVISORS, LLC 4,601 $468K 0.14% -228 13F-HR Timeline Abacus Wealth Partners, LLC More: the full row for Abacus Wealth Partners, LLC 4,574 $465K 0.05% -1,128 13F-HR Timeline PRINCIPAL FINANCIAL GROUP INC group of 2 filers holding More: the full row for PRINCIPAL FINANCIAL GROUP INC 4,517 $459K -88,795 Timeline Sender Co & Partners, Inc. More: the full row for Sender Co & Partners, Inc. 4,502 $458K 0.19% new 13F-HR Timeline True Blue Financial, LLC More: the full row for True Blue Financial, LLC 4,500 $457K 0.19% 0 13F-HR Timeline FIDUCIARY FINANCIAL GROUP, LLC More: the full row for FIDUCIARY FINANCIAL GROUP, LLC 4,499 $457K 0.05% -157 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 4,487 $456K 0.01% +349 13F-HR Timeline Owen LaRue, LLC More: the full row for Owen LaRue, LLC 4,469 $454K 0.16% +69 13F-HR Timeline Danica Pension, Livsforsikringsaktiesel… More: the full row for Danica Pension, Livsforsikringsaktieselskab 4,469 $454K 0.01% new 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 4,464 $454K <0.01% -9,844 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 4,466 $454K <0.01% +538 13F-HR Timeline Secure Asset Management, LLC More: the full row for Secure Asset Management, LLC 4,440 $451K 0.06% +23 13F-HR Timeline Aspiring Ventures, LLC More: the full row for Aspiring Ventures, LLC 4,435 $451K 0.12% -129 13F-HR Timeline Westshore Wealth, LLC More: the full row for Westshore Wealth, LLC 4,379 $445K 0.14% -621 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 4,371 $444K 0.01% -97 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 4,365 $444K 0.02% +1,187 13F-HR Timeline FLPUTNAM INVESTMENT MANAGEMENT CO More: the full row for FLPUTNAM INVESTMENT MANAGEMENT CO 4,350 $442K 0.01% +121 13F-HR Timeline Keystone Financial Group More: the full row for Keystone Financial Group 4,315 $439K 0.03% -1,822 13F-HR Timeline WORLD EQUITY GROUP, INC. More: the full row for WORLD EQUITY GROUP, INC. 4,310 $438K 0.1% -3,314 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 4,303 $437K 0.01% +215 13F-HR Timeline Clare Market Investments LLC More: the full row for Clare Market Investments LLC 4,295 $437K 0.08% +10 13F-HR Timeline Freestone Capital Holdings, LLC in group Freestone Capital Holdings, L… More: the full row for Freestone Capital Holdings, LLC 4,284 $435K 0.01% +427 13F-HR Timeline Group LMR Partners LLP in group LMR Partners LLP More: the full row for LMR Partners LLP 4,271 $434K <0.01% new 13F-HR Timeline Group Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 4,268 $434K 0.01% +413 13F-HR Timeline Pine Valley Investments Ltd Liability Co More: the full row for Pine Valley Investments Ltd Liability Co 4,247 $432K 0.02% +89 13F-HR Timeline SteelPeak Wealth, LLC More: the full row for SteelPeak Wealth, LLC 4,236 $431K 0.01% -4,398 13F-HR Timeline Verition Fund Management LLC More: the full row for Verition Fund Management LLC 4,233 $430K <0.01% -10,815 13F-HR/A Timeline FIL Ltd in group FIL Ltd More: the full row for FIL Ltd 4,221 $429K <0.01% +876 13F-HR Timeline Group OAK RIDGE INVESTMENTS LLC More: the full row for OAK RIDGE INVESTMENTS LLC 4,204 $427K 0.02% new 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 4,202 $427K 0.01% +522 13F-HR Timeline Vilga Financial Planning LLC More: the full row for Vilga Financial Planning LLC 4,200 $427K 0.32% 0 13F-HR Timeline Meridian Wealth Partners, LLC More: the full row for Meridian Wealth Partners, LLC 4,161 $423K 0.05% +91 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 4,143 $421K 0.01% +97 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 4,124 $419K 0.01% new 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 4,940 $418K <0.01% new 13F-HR Timeline Group Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 4,040 $411K 0.02% -15 13F-HR Timeline Elite Wealth Management, Inc. More: the full row for Elite Wealth Management, Inc. 4,036 $410K 0.12% -136 13F-HR Timeline AGP FRANKLIN, LLC More: the full row for AGP FRANKLIN, LLC 4,013 $408K 0.18% +115 13F-HR Timeline NCP Inc. More: the full row for NCP Inc. 4,000 $407K 0.57% new 13F-HR Timeline INTERCAPITAL, LLC More: the full row for INTERCAPITAL, LLC 4,000 $407K 0.18% new 13F-HR Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 3,998 $406K <0.01% new 13F-HR Timeline Group MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 3,996 $406K 0.01% -8,792 13F-HR Timeline Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 3,993 $406K 0.03% -1,712 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 6,199 $406K 0.01% -879 13F-HR Timeline Phoenix Financial Ltd. in group Phoenix Financial Ltd. More: the full row for Phoenix Financial Ltd. 4,000 $405K <0.01% +50 13F-HR Timeline Group Walser Wealth Management Company, A Ltd… More: the full row for Walser Wealth Management Company, A Ltd Liability Co 3,948 $401K 0.17% new 13F-HR Timeline Lodestone Wealth Management LLC More: the full row for Lodestone Wealth Management LLC 3,939 $400K 0.14% +702 13F-HR Timeline FreeGulliver LLC More: the full row for FreeGulliver LLC 3,939 $400K 0.14% new 13F-HR Timeline Coastal Bridge Advisors, LLC More: the full row for Coastal Bridge Advisors, LLC 3,928 $399K 0.02% -172 13F-HR Timeline Indivisible Partners More: the full row for Indivisible Partners 3,923 $399K 0.02% new 13F-HR Timeline Plato Investment Management Ltd More: the full row for Plato Investment Management Ltd 3,922 $396K 0.02% new 13F-HR Timeline LAZARD ASSET MANAGEMENT LLC in group LAZARD ASSET MANAGEMENT LLC More: the full row for LAZARD ASSET MANAGEMENT LLC 3,894 $396K <0.01% new 13F-HR Timeline Group SIG BROKERAGE, LP More: the full row for SIG BROKERAGE, LP 3,893 $396K 0.06% new 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 3,878 $394K 0.01% +116 13F-HR Timeline Group Total Wealth Planning & Management, Inc. More: the full row for Total Wealth Planning & Management, Inc. 3,849 $391K 0.28% new 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 3,862 $386K 0.02% -100 13F-HR Timeline Town & Country Bank & Trust CO dba Firs… More: the full row for Town & Country Bank & Trust CO dba First Bankers Trust CO 3,735 $380K 0.12% +10 13F-HR Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 3,708 $377K 0.02% -2,024 13F-HR Timeline LAKE STREET PRIVATE WEALTH, LLC More: the full row for LAKE STREET PRIVATE WEALTH, LLC 3,708 $377K 0.04% new 13F-HR Timeline CI INVESTMENTS INC. in group CI INVESTMENTS INC. More: the full row for CI INVESTMENTS INC. 3,699 $376K <0.01% new 13F-HR Timeline Group Financial Sense Advisors, Inc. More: the full row for Financial Sense Advisors, Inc. 3,691 $375K 0.07% -709 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 3,655 $372K 0.01% new 13F-HR Timeline National Wealth Management Group, LLC More: the full row for National Wealth Management Group, LLC 3,619 $368K 0.11% new 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 3,598 $366K 0.01% new 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 4,487 $364K 0.01% +582 13F-HR Timeline Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 3,557 $362K 0.02% new 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 3,556 $361K 0.01% +162 13F-HR Timeline DMC Group, LLC More: the full row for DMC Group, LLC 3,553 $361K 0.25% +170 13F-HR Timeline Brendel Financial Advisors LLC More: the full row for Brendel Financial Advisors LLC 3,552 $361K 0.17% +4 13F-HR Timeline TigerOak Management, L.L.C. More: the full row for TigerOak Management, L.L.C. 3,541 $360K 0.1% 0 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 3,515 $357K 0.1% -3,255 13F-HR Timeline CORNERSTONE ENTERPRISES, LLC More: the full row for CORNERSTONE ENTERPRISES, LLC 3,511 $357K 0.16% new 13F-HR Timeline TEACHER RETIREMENT SYSTEM OF TEXAS More: the full row for TEACHER RETIREMENT SYSTEM OF TEXAS 3,490 $355K <0.01% -3,678 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 3,547 $348K 0.01% 0 13F-HR Timeline Livforsakringsbolaget Skandia, Omsesidi… More: the full row for Livforsakringsbolaget Skandia, Omsesidigt 3,400 $345K 0.01% +900 13F-HR Timeline LAZARI CAPITAL MANAGEMENT, INC. More: the full row for LAZARI CAPITAL MANAGEMENT, INC. 3,386 $344K 0.11% new 13F-HR Timeline Ring Mountain Capital, LLC More: the full row for Ring Mountain Capital, LLC 3,380 $344K 0.14% new 13F-HR Timeline Altman Advisors, Inc. More: the full row for Altman Advisors, Inc. 3,378 $343K 0.12% new 13F-HR Timeline Creative Capital Management Investments… More: the full row for Creative Capital Management Investments LLC 3,371 $343K 0.08% new 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 3,365 $342K 0.01% new 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 3,354 $341K 0.02% new 13F-HR Timeline J. Derek Lewis & Associates Inc. More: the full row for J. Derek Lewis & Associates Inc. 3,348 $340K 0.06% new 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 3,333 $339K 0.01% +1,002 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 3,325 $338K 0.03% -1,975 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 3,324 $338K 0.01% new 13F-HR Timeline Vanguard Capital Wealth Advisors More: the full row for Vanguard Capital Wealth Advisors 3,316 $337K 0.23% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Relyea Zuckerberg Hanson LLC More: the full row for Relyea Zuckerberg Hanson LLC 3,312 $337K 0.03% new 13F-HR/A Timeline L2 Asset Management, LLC More: the full row for L2 Asset Management, LLC 3,311 $337K 0.03% new 13F-HR Timeline STANSBERRY ASSET MANAGEMENT, LLC More: the full row for STANSBERRY ASSET MANAGEMENT, LLC 3,303 $336K 0.03% new 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 3,290 $334K 0.12% +3,215 13F-HR Timeline NORTHEAST INVESTMENT MANAGEMENT More: the full row for NORTHEAST INVESTMENT MANAGEMENT 3,280 $333K 0.01% new 13F-HR Timeline Parcion Private Wealth LLC More: the full row for Parcion Private Wealth LLC 3,277 $333K 0.02% +14 13F-HR Timeline MOSAIC FAMILY WEALTH PARTNERS, LLC More: the full row for MOSAIC FAMILY WEALTH PARTNERS, LLC 3,259 $331K 0.02% new 13F-HR Timeline Principle Wealth Partners LLC More: the full row for Principle Wealth Partners LLC 3,237 $329K 0.02% new 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 3,235 $329K 0.01% -241 13F-HR Timeline KINTRA WEALTH, LLC More: the full row for KINTRA WEALTH, LLC 4,100 $328K 0.02% new 13F-HR Timeline Greenline Wealth Management LLC More: the full row for Greenline Wealth Management LLC 3,217 $327K 0.27% new 13F-HR Timeline VEGA INVESTMENT SOLUTIONS More: the full row for VEGA INVESTMENT SOLUTIONS 3,210 $326K 0.05% new 13F-HR Timeline Xcelsior Advisor Partners LLC More: the full row for Xcelsior Advisor Partners LLC 3,198 $325K 0.04% new 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 3,190 $324K 0.01% -1,110 13F-HR Timeline Ullmann Wealth Partners Group, LLC More: the full row for Ullmann Wealth Partners Group, LLC 3,158 $321K 0.03% +5 13F-HR Timeline Colonial River Investments, LLC More: the full row for Colonial River Investments, LLC 3,157 $321K 0.09% new 13F-HR Timeline Capital Wealth Alliance, LLC More: the full row for Capital Wealth Alliance, LLC 3,138 $319K 0.15% 0 13F-HR Timeline PATRON PARTNERS, LLC More: the full row for PATRON PARTNERS, LLC 3,132 $318K 0.12% new 13F-HR Timeline NTV Asset Management LLC More: the full row for NTV Asset Management LLC 3,115 $317K 0.03% -2,135 13F-HR Timeline E Fund Management (Hong Kong) Co., Ltd. More: the full row for E Fund Management (Hong Kong) Co., Ltd. 3,111 $316K 0.1% new 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 3,106 $316K 0.01% new 13F-HR Timeline MinichMacGregor Wealth Management, LLC More: the full row for MinichMacGregor Wealth Management, LLC 3,102 $315K 0.05% new 13F-HR Timeline Oak Grove Capital LLC More: the full row for Oak Grove Capital LLC 3,100 $315K 0.02% new 13F-HR Timeline Sovereign Financial Group, Inc. More: the full row for Sovereign Financial Group, Inc. 3,095 $315K 0.05% -225 13F-HR Timeline LIBERTY ONE INVESTMENT MANAGEMENT, LLC More: the full row for LIBERTY ONE INVESTMENT MANAGEMENT, LLC 3,082 $313K 0.03% -377 13F-HR Timeline TABR Capital Management, LLC More: the full row for TABR Capital Management, LLC 3,050 $310K 0.26% new 13F-HR Timeline Fiduciary Alliance LLC More: the full row for Fiduciary Alliance LLC 3,048 $310K 0.02% new 13F-HR Timeline VARCOV Co. More: the full row for VARCOV Co. 3,039 $309K 0.12% new 13F-HR Timeline Grandview Asset Management LLC More: the full row for Grandview Asset Management LLC 3,018 $307K 0.08% new 13F-HR Timeline NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 3,013 $306K 0.03% new 13F-HR Timeline FUKOKU MUTUAL LIFE INSURANCE Co More: the full row for FUKOKU MUTUAL LIFE INSURANCE Co 3,008 $306K 0.02% new 13F-HR Timeline First Financial Bankshares Inc More: the full row for First Financial Bankshares Inc 3,000 $305K 0.01% new 13F-HR Timeline Austin Asset Management Co Inc More: the full row for Austin Asset Management Co Inc 3,000 $305K 0.04% new 13F-HR Timeline Legacy Advisory Services, LLC More: the full row for Legacy Advisory Services, LLC 3,000 $305K 0.21% new 13F-HR Timeline Crumly & Associates Inc. More: the full row for Crumly & Associates Inc. 2,994 $304K 0.06% new 13F-HR Timeline Atlatl Advisers LLC More: the full row for Atlatl Advisers LLC 2,982 $303K 0.07% new 13F-HR Timeline Qsemble Capital Management, LP More: the full row for Qsemble Capital Management, LP 2,979 $303K 0.04% new 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 2,974 $302K 0.02% new 13F-HR Timeline Private Advisory Group LLC More: the full row for Private Advisory Group LLC 2,940 $299K 0.02% new 13F-HR Timeline Pinnacle Financial Partners, Inc. in group Pinnacle Financial Partners, … More: the full row for Pinnacle Financial Partners, Inc. 2,873 $292K <0.01% new 13F-HR Timeline Group F&V Capital Management, LLC More: the full row for F&V Capital Management, LLC 2,815 $286K 0.05% new 13F-HR Timeline Balefire, LLC More: the full row for Balefire, LLC 2,785 $283K 0.05% new 13F-HR Timeline Wingate Wealth Advisors, Inc. More: the full row for Wingate Wealth Advisors, Inc. 2,770 $282K 0.12% new 13F-HR Timeline Atom Investors LP More: the full row for Atom Investors LP 2,756 $280K 0.02% new 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 2,753 $280K 0.01% new 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 2,733 $278K 0.02% new 13F-HR Timeline Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 2,716 $276K 0.03% 0 13F-HR Timeline River Street Advisors LLC More: the full row for River Street Advisors LLC 2,700 $274K 0.08% new 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 2,699 $274K 0.01% new 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 2,693 $274K <0.01% new 13F-HR Timeline Fulcrum Equity Management More: the full row for Fulcrum Equity Management 2,665 $271K 0.22% new 13F-HR Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 2,653 $270K 0.01% new 13F-HR Timeline LaSalle St. Investment Advisors, LLC More: the full row for LaSalle St. Investment Advisors, LLC 2,653 $270K 0.03% new 13F-HR Timeline Parvin Asset Management, LLC More: the full row for Parvin Asset Management, LLC 2,640 $268K 0.21% -1,025 13F-HR Timeline Community Financial Services Group, LLC More: the full row for Community Financial Services Group, LLC 2,675 $268K 0.04% new 13F-HR Timeline DECISION INVESTMENTS, INC More: the full row for DECISION INVESTMENTS, INC 2,630 $267K 0.24% new 13F-HR Timeline Gerald Baker Financial Group LLC More: the full row for Gerald Baker Financial Group LLC 2,626 $267K 0.08% new 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 2,612 $266K 0.03% +1,312 13F-HR Timeline Alan B Lancz & Associates, Inc. More: the full row for Alan B Lancz & Associates, Inc. 2,600 $264K 0.23% new 13F-HR Timeline FINANCIAL MANAGEMENT NETWORK INC More: the full row for FINANCIAL MANAGEMENT NETWORK INC 3,900 $264K 0.04% -5,635 13F-HR Timeline Advisor Resource Council More: the full row for Advisor Resource Council 2,803 $261K 0.09% new 13F-HR Timeline Genesis Financial Group, LLC More: the full row for Genesis Financial Group, LLC 2,525 $257K 0.17% new 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 2,523 $256K <0.01% -7,552 13F-HR Timeline Group GLR Partners, LLC More: the full row for GLR Partners, LLC 2,500 $254K 0.12% new 13F-HR Timeline NICOLET BANKSHARES INC in group NICOLET BANKSHARES INC More: the full row for NICOLET BANKSHARES INC 2,488 $253K 0.01% new 13F-HR Timeline Group Proficio Capital Partners LLC More: the full row for Proficio Capital Partners LLC 2,470 $251K 0.01% new 13F-HR Timeline Frec Markets, Inc. in group Frec Markets, Inc. More: the full row for Frec Markets, Inc. 2,462 $250K 0.02% new 13F-HR Timeline Group GREAT VALLEY ADVISOR GROUP, INC. in group GREAT VALLEY ADVISOR GROUP, I… More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 2,456 $249K <0.01% new 13F-HR Timeline Group Fiscal Wisdom Wealth Management, LLC More: the full row for Fiscal Wisdom Wealth Management, LLC 2,445 $249K 0.21% new 13F-HR Timeline Grange Capital, LLC More: the full row for Grange Capital, LLC 2,443 $248K 0.23% new 13F-HR Timeline PCM Encore, LLC More: the full row for PCM Encore, LLC 2,433 $247K 0.04% new 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 2,424 $246K <0.01% new 13F-HR Timeline Welch & Forbes LLC More: the full row for Welch & Forbes LLC 2,403 $244K <0.01% new 13F-HR Timeline Bank Julius Baer & Co. Ltd, Zurich More: the full row for Bank Julius Baer & Co. Ltd, Zurich 2,445 $244K <0.01% -555 13F-HR Timeline CHILTON INVESTMENT CO INC. More: the full row for CHILTON INVESTMENT CO INC. 2,392 $243K 0.01% new 13F-HR Timeline Allspring Global Investments Holdings, … in group Allspring Global Investments … More: the full row for Allspring Global Investments Holdings, LLC 2,413 $241K <0.01% new 13F-HR Timeline Group Royal Fund Management, LLC More: the full row for Royal Fund Management, LLC 2,357 $240K 0.02% -65,148 13F-HR Timeline Rathbones Group PLC More: the full row for Rathbones Group PLC 2,352 $239K <0.01% new 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 2,345 $238K <0.01% new 13F-HR Timeline AVITY INVESTMENT MANAGEMENT INC. More: the full row for AVITY INVESTMENT MANAGEMENT INC. 2,345 $238K 0.02% new 13F-HR Timeline Regal Partners Ltd in group Regal Partners Ltd More: the full row for Regal Partners Ltd 2,342 $238K 0.01% new 13F-HR Timeline Group Mayfair Advisory Group, LLC More: the full row for Mayfair Advisory Group, LLC 3,705 $237K 0.07% +45 13F-HR Timeline Tortuga Wealth Management, Inc More: the full row for Tortuga Wealth Management, Inc 2,328 $237K 0.18% new 13F-HR Timeline Grant Private Wealth Management Inc More: the full row for Grant Private Wealth Management Inc 2,320 $236K 0.1% new 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 2,311 $235K <0.01% new 13F-HR Timeline OXFORD ASSET MANAGEMENT LLP More: the full row for OXFORD ASSET MANAGEMENT LLP 2,302 $234K 0.12% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 2,288 $233K 0.01% new 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 2,265 $230K 0.03% +50 13F-HR Timeline LexAurum Advisors, LLC More: the full row for LexAurum Advisors, LLC 2,256 $229K 0.03% new 13F-HR Timeline MADDEN SECURITIES Corp More: the full row for MADDEN SECURITIES Corp 2,250 $229K 0.06% new 13F-HR Timeline Onyx Bridge Wealth Group LLC More: the full row for Onyx Bridge Wealth Group LLC 2,237 $227K 0.02% new 13F-HR Timeline KLINGENSTEIN FIELDS & CO LP More: the full row for KLINGENSTEIN FIELDS & CO LP 2,231 $227K 0.01% new 13F-HR Timeline Gould Capital, LLC More: the full row for Gould Capital, LLC 2,225 $226K 0.13% 0 13F-HR Timeline nVerses Capital, LLC More: the full row for nVerses Capital, LLC 2,217 $225K 0.35% new 13F-HR Timeline Brookwood Investment Group LLC More: the full row for Brookwood Investment Group LLC 2,207 $224K 0.03% -744 13F-HR Timeline WOODLEY FARRA MANION PORTFOLIO MANAGEME… More: the full row for WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC 2,200 $224K 0.01% -6,000 13F-HR Timeline PIER 88 INVESTMENT PARTNERS LLC More: the full row for PIER 88 INVESTMENT PARTNERS LLC 2,200 $224K 0.05% -10,200 13F-HR Timeline Beacon Financial Advisory LLC More: the full row for Beacon Financial Advisory LLC 2,199 $224K 0.04% new 13F-HR Timeline Blueshift Asset Management, LLC More: the full row for Blueshift Asset Management, LLC 2,188 $222K 0.05% -2,792 13F-HR Timeline Platform Technology Partners More: the full row for Platform Technology Partners 2,171 $221K 0.04% new 13F-HR Timeline JT Stratford LLC More: the full row for JT Stratford LLC 2,158 $219K 0.02% new 13F-HR Timeline TCFG Investment Advisors, LLC in group TCFG Investment Advisors, LLC More: the full row for TCFG Investment Advisors, LLC 2,155 $219K 0.07% new 13F-HR Timeline Group Marin Bay Wealth Advisors, LLC More: the full row for Marin Bay Wealth Advisors, LLC 2,140 $218K 0.12% new 13F-HR/A Timeline Canal Capital Management, LLC More: the full row for Canal Capital Management, LLC 2,125 $216K 0.03% new 13F-HR Timeline Americana Partners, LLC More: the full row for Americana Partners, LLC 2,119 $215K <0.01% new 13F-HR Timeline Vigilare Wealth Management More: the full row for Vigilare Wealth Management 2,107 $214K 0.07% new 13F-HR Timeline Weaver Consulting Group More: the full row for Weaver Consulting Group 2,101 $214K 0.04% new 13F-HR Timeline Torrey-Payne Wealth Management, LLC More: the full row for Torrey-Payne Wealth Management, LLC 2,100 $213K 0.18% new 13F-HR Timeline