Alpha DNA Investment Management LLC More: the full row for Alpha DNA Investment Management LLC 4,557 $704K 0.38% new 13F-HR Timeline Wernau Asset Management Inc. More: the full row for Wernau Asset Management Inc. 4,547 $702K 0.68% 13F-HR Timeline Sandy Spring Bank More: the full row for Sandy Spring Bank 4,521 $698K 0.03% -1,326 13F-HR Timeline Procyon Advisors, LLC More: the full row for Procyon Advisors, LLC 4,519 $698K 0.04% -512 13F-HR Timeline Arkfeld Wealth Strategies, L.L.C. More: the full row for Arkfeld Wealth Strategies, L.L.C. 4,282 $696K 0.32% -81 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 4,472 $690K 0.04% +21 13F-HR Timeline Group RFG Holdings, Inc. More: the full row for RFG Holdings, Inc. 4,458 $688K 0.23% +772 13F-HR Timeline City State Bank More: the full row for City State Bank 4,414 $682K 0.24% 0 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 4,394 $678K 0.07% -253 13F-HR Timeline Group Atria Investments, Inc More: the full row for Atria Investments, Inc 4,393 $678K 0.01% -2,215 13F-HR Timeline Phoenix Financial Ltd. in group Phoenix Financial Ltd. More: the full row for Phoenix Financial Ltd. 4,384 $677K 0.01% -6 13F-HR Timeline Group GSA CAPITAL PARTNERS LLP More: the full row for GSA CAPITAL PARTNERS LLP 4,372 $675K 0.05% -1,506 13F-HR Timeline Capital Advantage, Inc. More: the full row for Capital Advantage, Inc. 4,364 $674K 0.12% new 13F-HR Timeline Empire Financial Management Company, LLC More: the full row for Empire Financial Management Company, LLC 4,320 $667K 0.21% new 13F-HR Timeline Round Rock Advisors LLC More: the full row for Round Rock Advisors LLC 4,314 $666K 0.14% -197 13F-HR Timeline OVERSEA-CHINESE BANKING Corp Ltd in group OVERSEA-CHINESE BANKING Corp … More: the full row for OVERSEA-CHINESE BANKING Corp Ltd 4,195 $666K 0.02% -27,420 13F-HR Timeline Group PGIM Custom Harvest LLC in group PGIM INVESTMENTS LLC More: the full row for PGIM Custom Harvest LLC 4,266 $659K 0.01% new 13F-HR Timeline Group NFSG Corp More: the full row for NFSG Corp 4,249 $656K 0.17% new 13F-HR Timeline WESTPAC BANKING CORP in group WESTPAC BANKING CORP More: the full row for WESTPAC BANKING CORP 4,230 $653K 0.04% -2,436 13F-HR Timeline Group Crystal Rock Capital Management More: the full row for Crystal Rock Capital Management 4,200 $649K 0.4% 0 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 4,189 $647K 0.02% +175 13F-HR Timeline IronOak Wealth LLC. More: the full row for IronOak Wealth LLC. 4,101 $633K 0.71% 13F-HR Timeline Retireful, LLC More: the full row for Retireful, LLC 4,087 $631K 0.36% new 13F-HR Timeline Caprock Group, LLC More: the full row for Caprock Group, LLC 4,036 $623K 0.02% +211 13F-HR Timeline Value Star Asset Management (Hong Kong)… More: the full row for Value Star Asset Management (Hong Kong) Ltd 4,000 $618K 1.95% new 13F-HR Timeline Gilliland Jeter Wealth Management LLC More: the full row for Gilliland Jeter Wealth Management LLC 3,917 $605K 0.2% +158 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 3,912 $604K 0.04% +2,109 13F-HR Timeline Group ELEMENT POINTE ADVISORS, LLC More: the full row for ELEMENT POINTE ADVISORS, LLC 3,907 $603K 0.14% new 13F-HR Timeline WASHINGTON CAPITAL MANAGEMENT, INC More: the full row for WASHINGTON CAPITAL MANAGEMENT, INC 3,900 $602K 0.47% new 13F-HR Timeline Avestar Capital, LLC More: the full row for Avestar Capital, LLC 3,898 $602K 0.05% +207 13F-HR Timeline Retirement Planning Co of New England, … More: the full row for Retirement Planning Co of New England, Inc. 3,888 $600K 0.29% +13 13F-HR Timeline ZEGA Investments, LLC More: the full row for ZEGA Investments, LLC 3,442 $599K 0.18% 13F-HR Timeline YOUSIF CAPITAL MANAGEMENT, LLC More: the full row for YOUSIF CAPITAL MANAGEMENT, LLC 3,876 $598K 0.01% -35 13F-HR Timeline Point72 Asia (Singapore) Pte. Ltd. More: the full row for Point72 Asia (Singapore) Pte. Ltd. 3,854 $595K 0.16% -53,330 13F-HR Timeline Perpetual Ltd in group Perpetual Ltd More: the full row for Perpetual Ltd 3,839 $593K 0.01% -2,455 13F-HR Timeline Group Arrowpoint Investment Partners (Singapo… in group Arrowpoint Investment Partner… More: the full row for Arrowpoint Investment Partners (Singapore) Pte. Ltd. 3,839 $593K 0.36% 13F-HR Timeline Group Aspen Grove Capital, LLC More: the full row for Aspen Grove Capital, LLC 3,832 $592K 0.13% new 13F-HR Timeline E Fund Management Co., Ltd. More: the full row for E Fund Management Co., Ltd. 3,821 $590K 0.03% new 13F-HR Timeline Sargent Investment Group, LLC More: the full row for Sargent Investment Group, LLC 3,609 $586K 0.1% new 13F-HR Timeline Victrix Investment Advisors More: the full row for Victrix Investment Advisors 3,757 $580K 0.42% 13F-HR Timeline 111 Capital More: the full row for 111 Capital 3,746 $578K 0.12% 13F-HR Timeline Malaga Cove Capital, LLC More: the full row for Malaga Cove Capital, LLC 3,735 $577K 0.23% -3,722 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 3,716 $574K 0.02% +18 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 3,703 $572K 0.02% -391 13F-HR Timeline Machina Capital S.A.S. More: the full row for Machina Capital S.A.S. 3,666 $566K 0.24% new 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 3,655 $564K 0.03% +3,114 13F-HR Timeline Scientech Research LLC More: the full row for Scientech Research LLC 3,626 $560K 0.16% new 13F-HR Timeline Capital Markets Trading UK LLP More: the full row for Capital Markets Trading UK LLP 3,600 $556K 0.33% -1,592 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 3,566 $551K 0.06% -351 13F-HR Timeline Archford Capital Strategies, LLC More: the full row for Archford Capital Strategies, LLC 3,541 $547K 0.08% +590 13F-HR Timeline Synergy Financial Group, LTD More: the full row for Synergy Financial Group, LTD 3,528 $545K 0.45% +703 13F-HR Timeline OV Management LLC More: the full row for OV Management LLC 3,528 $545K 0.25% +199 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 3,509 $542K 0.02% -551 13F-HR Timeline MYDA Advisors LLC More: the full row for MYDA Advisors LLC 3,500 $540K 0.15% new 13F-HR Timeline Y.D. More Investments Ltd in group Y.D. More Investments Ltd More: the full row for Y.D. More Investments Ltd 3,500 $540K 0.05% 0 13F-HR Timeline Group Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 3,466 $535K 0.08% -726 13F-HR Timeline Legacy Advisors, LLC More: the full row for Legacy Advisors, LLC 3,452 $533K 0.05% new 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 3,417 $528K 0.01% -2,310 13F-HR/A Timeline Arrow Financial Corp in group Arrow Financial Corp More: the full row for Arrow Financial Corp 3,393 $524K 0.05% -1,149 13F-HR Timeline Group Wedmont Private Capital More: the full row for Wedmont Private Capital 3,153 $512K 0.03% +2 13F-HR Timeline CATALYST PRIVATE WEALTH, LLC More: the full row for CATALYST PRIVATE WEALTH, LLC 3,280 $506K 0.23% -49 13F-HR Timeline Red Wave Investments LLC More: the full row for Red Wave Investments LLC 3,280 $506K 0.18% -500 13F-HR Timeline Marble Harbor Investment Counsel, LLC More: the full row for Marble Harbor Investment Counsel, LLC 3,265 $504K 0.06% new 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 3,225 $498K 0.09% 0 13F-HR Timeline Group Clare Market Investments LLC More: the full row for Clare Market Investments LLC 3,217 $497K 0.12% -1,061 13F-HR Timeline New England Research & Management, Inc. More: the full row for New England Research & Management, Inc. 3,200 $494K 0.25% new 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 3,191 $493K 0.01% new 13F-HR Timeline FIRST HAWAIIAN BANK in group FIRST HAWAIIAN BANK More: the full row for FIRST HAWAIIAN BANK 3,174 $490K 0.02% +27 13F-HR Timeline Group Tradition Wealth Management, LLC More: the full row for Tradition Wealth Management, LLC 3,161 $488K 0.04% -304 13F-HR Timeline LBMC INVESTMENT ADVISORS, LLC More: the full row for LBMC INVESTMENT ADVISORS, LLC 3,160 $488K 0.04% new 13F-HR Timeline Grant Private Wealth Management Inc More: the full row for Grant Private Wealth Management Inc 3,096 $487K 0.53% 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 3,148 $486K 0.02% +1,134 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 3,143 $485K 0.01% +30 13F-HR Timeline Group Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 3,143 $485K 0.06% +1,070 13F-HR Timeline SITTNER & NELSON, LLC More: the full row for SITTNER & NELSON, LLC 3,120 $482K 0.21% -30 13F-HR Timeline PIAR LLC More: the full row for PIAR LLC 3,110 $480K 0.47% 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 3,088 $477K 0.01% -66 13F-HR Timeline EMC Capital Management More: the full row for EMC Capital Management 3,060 $472K 0.27% -16,521 13F-HR Timeline Balboa Wealth Partners More: the full row for Balboa Wealth Partners 3,039 $469K 0.11% -2,041 13F-HR Timeline Joule Financial, LLC More: the full row for Joule Financial, LLC 3,031 $468K 0.17% new 13F-HR Timeline American Assets Investment Management, … group of 2 filers holding More: the full row for American Assets Investment Management, LLC 3,000 $463K -4,000 Timeline FOX RUN MANAGEMENT, L.L.C. More: the full row for FOX RUN MANAGEMENT, L.L.C. 2,970 $459K 0.08% new 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 2,945 $455K 0.01% +262 13F-HR Timeline Group Ignite Planners, LLC More: the full row for Ignite Planners, LLC 2,797 $454K 0.1% +141 13F-HR Timeline Breakwater Capital Group More: the full row for Breakwater Capital Group 2,938 $454K 0.09% +62 13F-HR Timeline EPIQ Capital Group, LLC More: the full row for EPIQ Capital Group, LLC 2,927 $452K 0.12% +216 13F-HR Timeline Impact Asset Management GmbH More: the full row for Impact Asset Management GmbH 2,923 $451K 0.18% 0 13F-HR Timeline CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 2,534 $450K 0.03% -258 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 2,899 $448K 0.01% new 13F-HR Timeline Bordeaux Wealth Advisors LLC More: the full row for Bordeaux Wealth Advisors LLC 2,893 $447K 0.07% -183 13F-HR/A Timeline VIAWEALTH, LLC More: the full row for VIAWEALTH, LLC 2,890 $446K 0.27% -225 13F-HR Timeline MMBG INVESTMENT ADVISORS CO. More: the full row for MMBG INVESTMENT ADVISORS CO. 2,864 $442K 0.05% -1,170 13F-HR Timeline Rakuten Securities, Inc. More: the full row for Rakuten Securities, Inc. 2,847 $440K 0.17% -2,467 13F-HR Timeline Alta Wealth Advisors LLC More: the full row for Alta Wealth Advisors LLC 2,838 $438K 0.19% -372 13F-HR Timeline Achmea Investment Management B.V. in group Achmea Investment Management … More: the full row for Achmea Investment Management B.V. 2,824 $436K 0.01% -1,996 13F-HR Timeline Group WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 2,800 $432K 0.02% -2,375 13F-HR Timeline TB Alternative Assets Ltd. More: the full row for TB Alternative Assets Ltd. 2,767 $427K 0.11% new 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 2,761 $426K 0.06% +190 13F-HR Timeline PITCAIRN CO in group PITCAIRN CO More: the full row for PITCAIRN CO 2,738 $423K 0.02% +254 13F-HR Timeline Group Private Wealth Partners, LLC More: the full row for Private Wealth Partners, LLC 2,715 $419K 0.03% new 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 2,698 $417K 0.01% 13F-HR Timeline Creekmur Asset Management LLC More: the full row for Creekmur Asset Management LLC 2,696 $416K 0.1% +2,157 13F-HR Timeline FIL Ltd in group FIL Ltd More: the full row for FIL Ltd 2,686 $415K <0.01% +1,336 13F-HR Timeline Group Roberts Wealth Advisors, LLC More: the full row for Roberts Wealth Advisors, LLC 2,500 $414K 0.13% 0 13F-HR Timeline Beverly Hills Private Wealth, LLC More: the full row for Beverly Hills Private Wealth, LLC 2,678 $414K 0.08% +824 13F-HR Timeline Aigen Investment Management, LP More: the full row for Aigen Investment Management, LP 2,675 $413K 0.07% -4,618 13F-HR Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 2,674 $413K 0.01% -50 13F-HR Timeline ST GERMAIN D J CO INC in group ST GERMAIN D J CO INC More: the full row for ST GERMAIN D J CO INC 2,660 $411K 0.02% 0 13F-HR Timeline Group Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 2,654 $410K 0.03% -154 13F-HR Timeline OFI INVEST ASSET MANAGEMENT More: the full row for OFI INVEST ASSET MANAGEMENT 2,737 $408K 0.01% 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 2,636 $407K 0.03% new 13F-HR Timeline LANDSCAPE CAPITAL MANAGEMENT, L.L.C. in group LANDSCAPE CAPITAL MANAGEMENT,… More: the full row for LANDSCAPE CAPITAL MANAGEMENT, L.L.C. 2,627 $406K 0.04% +77 13F-HR Timeline Group DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 2,604 $402K <0.01% new 13F-HR Timeline SevenBridge Financial Group, LLC More: the full row for SevenBridge Financial Group, LLC 2,190 $402K 0.08% -125 13F-HR Timeline CALTON & ASSOCIATES, INC. More: the full row for CALTON & ASSOCIATES, INC. 2,600 $401K 0.18% new 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 2,597 $401K 0.02% -47 13F-HR/A Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 2,594 $401K 0.04% -600 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 2,581 $399K 0.08% +2,501 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 2,580 $398K 0.01% -5,007 13F-HR Timeline SteelPeak Wealth, LLC More: the full row for SteelPeak Wealth, LLC 2,574 $397K 0.02% new 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 2,569 $397K <0.01% new 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 2,567 $396K 0.01% +549 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 2,566 $396K 0.04% -198 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 2,552 $394K 0.02% +648 13F-HR Timeline Mason & Associates Inc More: the full row for Mason & Associates Inc 2,510 $388K 0.09% 0 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 2,505 $387K 0.01% -422 13F-HR Timeline Compagnie Lombard Odier SCmA More: the full row for Compagnie Lombard Odier SCmA 2,500 $386K 0.01% -62 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 2,441 $377K 0.01% +195 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 2,438 $376K 0.04% +1,312 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 2,416 $373K 0.01% +255 13F-HR Timeline Financial Advocates Investment Manageme… More: the full row for Financial Advocates Investment Management 2,400 $371K 0.02% -490 13F-HR Timeline LAKE STREET ADVISORS GROUP, LLC More: the full row for LAKE STREET ADVISORS GROUP, LLC 2,399 $370K 0.02% +158 13F-HR Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 2,385 $368K <0.01% -450 13F-HR Timeline Group Oxinas Partners, LLC More: the full row for Oxinas Partners, LLC 2,360 $364K 0.21% new 13F-HR Timeline IPG Investment Advisors LLC More: the full row for IPG Investment Advisors LLC 2,345 $362K 0.08% new 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 2,317 $358K 0.01% +204 13F-HR Timeline Livforsakringsbolaget Skandia, Omsesidi… More: the full row for Livforsakringsbolaget Skandia, Omsesidigt 2,317 $358K 0.02% 0 13F-HR Timeline Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 2,280 $352K 0.04% +451 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 2,270 $351K 0.01% +1,053 13F-HR Timeline NorthCoast Asset Management LLC More: the full row for NorthCoast Asset Management LLC 2,266 $350K <0.01% -460 13F-HR/A Timeline HALBERT HARGROVE GLOBAL ADVISORS, LLC More: the full row for HALBERT HARGROVE GLOBAL ADVISORS, LLC 2,250 $347K 0.02% 0 13F-HR/A Timeline Versor Investments LP More: the full row for Versor Investments LP 2,244 $346K 0.06% new 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 2,228 $344K <0.01% +344 13F-HR Timeline Group WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 2,221 $343K 0.04% +200 13F-HR Timeline SHELL ASSET MANAGEMENT CO More: the full row for SHELL ASSET MANAGEMENT CO 2,202 $340K 0.01% -138 13F-HR Timeline bLong Financial, LLC More: the full row for bLong Financial, LLC 2,184 $337K 0.28% 13F-HR Timeline Left Brain Wealth Management, LLC More: the full row for Left Brain Wealth Management, LLC 2,160 $334K 0.13% new 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 2,146 $331K 0.01% new 13F-HR Timeline American Trust More: the full row for American Trust 2,140 $330K 0.03% new 13F-HR Timeline Cordgrass Capital Advisors, LLC More: the full row for Cordgrass Capital Advisors, LLC 2,137 $330K 0.1% -1,250 13F-HR Timeline LMCG INVESTMENTS, LLC More: the full row for LMCG INVESTMENTS, LLC 2,123 $328K 0.02% -496 13F-HR Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 1,785 $328K 0.02% -77 13F-HR Timeline ASHTON THOMAS SECURITIES, LLC More: the full row for ASHTON THOMAS SECURITIES, LLC 2,108 $325K 0.09% +2,100 13F-HR Timeline HARBOR CAPITAL ADVISORS, INC. More: the full row for HARBOR CAPITAL ADVISORS, INC. 2,091 $323K 0.01% -1,330 13F-HR Timeline Mystic Asset Management, Inc. More: the full row for Mystic Asset Management, Inc. 2,085 $322K 0.09% 0 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 2,061 $318K 0.01% -1,242 13F-HR/A Timeline Group Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 2,060 $318K 0.01% +518 13F-HR Timeline Group MIG Capital, LLC More: the full row for MIG Capital, LLC 2,049 $316K 0.03% new 13F-HR Timeline Centurion Wealth Management LLC More: the full row for Centurion Wealth Management LLC 2,036 $314K 0.1% +132 13F-HR Timeline NISA INVESTMENT ADVISORS, LLC More: the full row for NISA INVESTMENT ADVISORS, LLC 2,035 $314K <0.01% +490 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 2,032 $314K 0.01% -4,467 13F-HR Timeline Group WOODWARD DIVERSIFIED CAPITAL, LLC More: the full row for WOODWARD DIVERSIFIED CAPITAL, LLC 2,029 $313K 0.23% -15 13F-HR Timeline Stephens Consulting, LLC More: the full row for Stephens Consulting, LLC 2,027 $313K 0.08% +2,000 13F-HR Timeline Carson Advisory Inc. More: the full row for Carson Advisory Inc. 2,015 $311K 0.22% -75 13F-HR Timeline TITLEIST ASSET MANAGEMENT, LLC More: the full row for TITLEIST ASSET MANAGEMENT, LLC 2,012 $311K 0.04% -1,808 13F-HR Timeline NEVILLE RODIE & SHAW INC More: the full row for NEVILLE RODIE & SHAW INC 2,000 $309K 0.02% -1,665 13F-HR Timeline HARVEY CAPITAL MANAGEMENT INC More: the full row for HARVEY CAPITAL MANAGEMENT INC 2,000 $309K 0.07% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. MMA ASSET MANAGEMENT LLC More: the full row for MMA ASSET MANAGEMENT LLC 2,000 $309K 0.13% new 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 1,992 $308K 0.01% -1,495 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 1,963 $303K <0.01% new 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 2,629 $300K 0.02% +183 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 1,778 $298K 0.01% new 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 1,930 $298K 0.02% -2 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 1,930 $298K 0.01% new 13F-HR Timeline DC Investments Management, LLC More: the full row for DC Investments Management, LLC 1,916 $296K 0.19% 0 13F-HR Timeline Palumbo Wealth Management LLC More: the full row for Palumbo Wealth Management LLC 1,895 $293K 0.11% new 13F-HR Timeline Allegheny Financial Group More: the full row for Allegheny Financial Group 1,889 $292K 0.08% 0 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 1,886 $291K 0.03% +770 13F-HR Timeline Krane Funds Advisors LLC More: the full row for Krane Funds Advisors LLC 1,876 $290K 0.01% new 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 1,876 $290K 0.02% -3,617 13F-HR Timeline Prospect Financial Services LLC More: the full row for Prospect Financial Services LLC 1,867 $288K 0.16% new 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 1,843 $285K 0.01% new 13F-HR Timeline SENTINEL TRUST CO LBA More: the full row for SENTINEL TRUST CO LBA 1,835 $283K 0.03% -10 13F-HR Timeline ProShare Advisors LLC More: the full row for ProShare Advisors LLC 1,832 $283K <0.01% -34 13F-HR Timeline 1858 WEALTH MANAGEMENT, LLC More: the full row for 1858 WEALTH MANAGEMENT, LLC 1,808 $279K 0.22% new 13F-HR Timeline AM INVESTMENT STRATEGIES LLC More: the full row for AM INVESTMENT STRATEGIES LLC 1,809 $279K 0.07% -221 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 1,804 $279K 0.02% +763 13F-HR Timeline E&G Advisors, LLC More: the full row for E&G Advisors, LLC 1,803 $278K 0.08% -500 13F-HR Timeline Howard Capital Management, LLC More: the full row for Howard Capital Management, LLC 1,800 $278K <0.01% new 13F-HR Timeline Trueblood Wealth Management, LLC More: the full row for Trueblood Wealth Management, LLC 1,785 $276K 0.14% new 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 1,752 $271K 0.02% -150 13F-HR Timeline Adalta Capital Management LLC More: the full row for Adalta Capital Management LLC 1,740 $269K 0.14% 0 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 1,732 $267K 0.02% new 13F-HR Timeline New Century Financial Group, LLC More: the full row for New Century Financial Group, LLC 1,647 $267K 0.11% new 13F-HR Timeline Stonegate Investment Group, LLC More: the full row for Stonegate Investment Group, LLC 1,710 $264K 0.01% -7,854 13F-HR Timeline BEACON FINANCIAL GROUP More: the full row for BEACON FINANCIAL GROUP 1,705 $263K 0.03% -130 13F-HR Timeline Avitas Wealth Management LLC More: the full row for Avitas Wealth Management LLC 1,682 $260K 0.04% new 13F-HR Timeline SILVERCREST ASSET MANAGEMENT GROUP LLC More: the full row for SILVERCREST ASSET MANAGEMENT GROUP LLC 1,679 $259K <0.01% new 13F-HR Timeline Inspire Investing, LLC in group Inspire Investing, LLC More: the full row for Inspire Investing, LLC 1,674 $258K 0.03% -800 13F-HR Timeline Group Altrafin AG More: the full row for Altrafin AG 1,640 $253K 0.09% -160 13F-HR Timeline