Freestone Capital Holdings, LLC in group Freestone Capital Holdings, L… More: the full row for Freestone Capital Holdings, LLC 5,035 $736K 0.03% -4 13F-HR Timeline Group OBSIDIAN CIO, LLC More: the full row for OBSIDIAN CIO, LLC 5,025 $734K 0.12% +94 13F-HR Timeline Harbor Advisors LLC More: the full row for Harbor Advisors LLC 5,000 $731K 0.13% 0 13F-HR Timeline QUATTRO FINANCIAL ADVISORS LLC More: the full row for QUATTRO FINANCIAL ADVISORS LLC 5,000 $731K 0.25% 0 13F-HR Timeline Valliance Asset Management Ltd More: the full row for Valliance Asset Management Ltd 5,000 $731K 2.77% new 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 5,000 $731K 0.01% -239 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 4,996 $730K 0.02% -130 13F-HR Timeline BRANDYWINE MANAGERS, LLC in group BRANDYWINE MANAGERS, LLC More: the full row for BRANDYWINE MANAGERS, LLC 4,988 $729K 0.87% 0 13F-HR Timeline Group COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 4,950 $723K <0.01% -843 13F-HR Timeline Group Northwest & Ethical Investments L.P. More: the full row for Northwest & Ethical Investments L.P. 4,952 $723K 0.02% new 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 4,801 $718K 0.02% +1,085 13F-HR Timeline Joule Financial, LLC More: the full row for Joule Financial, LLC 4,904 $717K 0.25% +1,873 13F-HR Timeline Investors Towarzystwo Funduszy Inwestyc… More: the full row for Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna 4,900 $716K 0.34% 0 13F-HR Timeline Wellington Shields Capital Management, … group of 2 filers holding More: the full row for Wellington Shields Capital Management, LLC 4,900 $716K -800 Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 4,730 $712K 0.07% new 13F-HR/A Timeline Kaufman Rossin Wealth, LLC More: the full row for Kaufman Rossin Wealth, LLC 4,870 $712K 0.51% new 13F-HR Timeline Neo Ivy Capital Management More: the full row for Neo Ivy Capital Management 4,816 $704K 0.22% new 13F-HR Timeline Machina Capital S.A.S. More: the full row for Machina Capital S.A.S. 4,811 $703K 0.21% +1,145 13F-HR Timeline GraniteShares Advisors LLC More: the full row for GraniteShares Advisors LLC 4,782 $699K 0.45% -273 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 4,778 $698K 0.06% +119 13F-HR Timeline Absolute Gestao de Investimentos Ltda. More: the full row for Absolute Gestao de Investimentos Ltda. 4,770 $697K 0.31% new 13F-HR Timeline Legacy Bridge, LLC More: the full row for Legacy Bridge, LLC 4,745 $694K 0.39% +4,639 13F-HR Timeline PRELUDE CAPITAL MANAGEMENT, LLC More: the full row for PRELUDE CAPITAL MANAGEMENT, LLC 4,743 $693K 0.07% -1,032 13F-HR Timeline Synergy Financial Group, LTD More: the full row for Synergy Financial Group, LTD 4,695 $686K 0.62% +1,167 13F-HR Timeline MEANS INVESTMENT CO., INC. More: the full row for MEANS INVESTMENT CO., INC. 4,678 $684K 0.07% -1,893 13F-HR Timeline Capital Advantage, Inc. More: the full row for Capital Advantage, Inc. 4,364 $674K 0.12% 0 13F-HR Timeline AXS Investments LLC More: the full row for AXS Investments LLC 4,561 $667K 0.18% -248 13F-HR Timeline Empire Financial Management Company, LLC More: the full row for Empire Financial Management Company, LLC 4,545 $664K 0.21% +225 13F-HR Timeline Wernau Asset Management Inc. More: the full row for Wernau Asset Management Inc. 4,519 $661K 0.68% -28 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 4,506 $659K 0.02% +1,358 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 4,503 $658K 0.04% -95 13F-HR Timeline MONETTA FINANCIAL SERVICES INC More: the full row for MONETTA FINANCIAL SERVICES INC 4,500 $658K 0.58% new 13F-HR Timeline Van Hulzen Asset Management, LLC More: the full row for Van Hulzen Asset Management, LLC 4,500 $658K 0.06% -1,200 13F-HR Timeline TRIGLAV INVESTMENTS, D.O.O. More: the full row for TRIGLAV INVESTMENTS, D.O.O. 4,500 $658K 0.06% new 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 4,487 $656K 0.01% -14,530 13F-HR/A Timeline Group NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 4,430 $647K 0.01% -1,430 13F-HR Timeline Diligent Investors, LLC More: the full row for Diligent Investors, LLC 4,427 $647K 0.16% -314 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 4,420 $646K 0.03% new 13F-HR Timeline Itau Unibanco Holding S.A. in group Itau Unibanco Holding S.A. More: the full row for Itau Unibanco Holding S.A. 4,404 $644K 0.02% +4,144 13F-HR Timeline Group MOODY NATIONAL BANK TRUST DIVISION in group MOODY NATIONAL BANK TRUST DIV… More: the full row for MOODY NATIONAL BANK TRUST DIVISION 4,403 $644K 0.07% +9 13F-HR Timeline Group PGIM Custom Harvest LLC in group PGIM INVESTMENTS LLC More: the full row for PGIM Custom Harvest LLC 4,403 $644K 0.02% +137 13F-HR Timeline Group Procyon Advisors, LLC More: the full row for Procyon Advisors, LLC 4,397 $643K 0.04% -122 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 4,392 $642K 0.03% +2,771 13F-HR Timeline STANSBERRY ASSET MANAGEMENT, LLC More: the full row for STANSBERRY ASSET MANAGEMENT, LLC 4,358 $637K 0.08% -493 13F-HR Timeline Callan Family Office, LLC More: the full row for Callan Family Office, LLC 4,358 $637K 0.05% new 13F-HR Timeline Phoenix Financial Ltd. in group Phoenix Financial Ltd. More: the full row for Phoenix Financial Ltd. 4,351 $636K 0.01% -33 13F-HR Timeline Group Arkfeld Wealth Strategies, L.L.C. More: the full row for Arkfeld Wealth Strategies, L.L.C. 4,206 $636K 0.28% -76 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 4,337 $634K 0.08% +2,116 13F-HR Timeline LBMC INVESTMENT ADVISORS, LLC More: the full row for LBMC INVESTMENT ADVISORS, LLC 4,328 $633K 0.05% +1,168 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 3,707 $632K 0.02% -1,315 13F-HR Timeline Round Rock Advisors LLC More: the full row for Round Rock Advisors LLC 4,313 $630K 0.12% -1 13F-HR Timeline Capula Management Ltd in group Capula Management Ltd More: the full row for Capula Management Ltd 4,293 $627K <0.01% -2,142 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. Crystal Rock Capital Management More: the full row for Crystal Rock Capital Management 4,200 $614K 0.42% 0 13F-HR Timeline Caprock Group, LLC More: the full row for Caprock Group, LLC 4,136 $605K 0.02% +100 13F-HR Timeline Sargent Investment Group, LLC More: the full row for Sargent Investment Group, LLC 4,106 $600K 0.1% +497 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 4,103 $600K 0.02% +400 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 3,951 $578K 0.06% +385 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 3,944 $576K <0.01% +1,375 13F-HR Timeline Gilliland Jeter Wealth Management LLC More: the full row for Gilliland Jeter Wealth Management LLC 3,938 $576K 0.2% +21 13F-HR Timeline NorthCoast Asset Management LLC More: the full row for NorthCoast Asset Management LLC 3,924 $573K <0.01% +1,658 13F-HR/A Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 3,919 $573K 0.02% -270 13F-HR Timeline Sepio Capital, LP More: the full row for Sepio Capital, LP 3,913 $572K 0.05% -1,101 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 3,908 $571K 0.01% +1,009 13F-HR Timeline ELEMENT POINTE ADVISORS, LLC More: the full row for ELEMENT POINTE ADVISORS, LLC 3,907 $571K 0.14% 0 13F-HR Timeline YOUSIF CAPITAL MANAGEMENT, LLC More: the full row for YOUSIF CAPITAL MANAGEMENT, LLC 3,907 $571K 0.01% +31 13F-HR Timeline GAMCO Investors (Gabelli) group of 2 filers holding More: the full row for GAMCO Investors (Gabelli) 3,862 $564K -5,559 Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 3,856 $559K 0.03% +703 13F-HR Timeline Tradition Wealth Management, LLC More: the full row for Tradition Wealth Management, LLC 3,815 $558K 0.05% +654 13F-HR Timeline Concentric Capital Strategies, LP More: the full row for Concentric Capital Strategies, LP 3,803 $556K 0.06% -35,538 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 3,733 $546K 0.08% +267 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 3,733 $545K 0.05% +3,730 13F-HR Timeline Malaga Cove Capital, LLC More: the full row for Malaga Cove Capital, LLC 3,685 $539K 0.23% -50 13F-HR Timeline Aigen Investment Management, LP More: the full row for Aigen Investment Management, LP 3,681 $538K 0.09% +1,006 13F-HR Timeline Ariadne Wealth Management, LP More: the full row for Ariadne Wealth Management, LP 3,086 $537K 0.28% -780 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 3,669 $536K 0.02% +869 13F-HR Timeline Retirement Planning Co of New England, … More: the full row for Retirement Planning Co of New England, Inc. 3,638 $532K 0.26% -250 13F-HR/A Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 3,630 $531K 0.07% new 13F-HR Timeline Archford Capital Strategies, LLC More: the full row for Archford Capital Strategies, LLC 3,609 $527K 0.08% +68 13F-HR Timeline Campbell & CO Investment Adviser LLC More: the full row for Campbell & CO Investment Adviser LLC 3,607 $527K 0.04% +2,290 13F-HR Timeline Shepherd Financial Partners LLC More: the full row for Shepherd Financial Partners LLC 3,562 $521K 0.06% new 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 3,542 $518K 0.03% -113 13F-HR Timeline Harel Insurance Investments & Financial… in group Harel Insurance Investments &… More: the full row for Harel Insurance Investments & Financial Services Ltd. 3,501 $512K 0.01% +3,282 13F-HR Timeline Group OV Management LLC More: the full row for OV Management LLC 3,503 $512K 0.24% -25 13F-HR Timeline MYDA Advisors LLC More: the full row for MYDA Advisors LLC 3,500 $512K 0.18% 0 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 $512K 0.04% 0 13F-HR Timeline Group Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 3,497 $511K 0.04% +843 13F-HR Timeline Peak Asset Management, LLC More: the full row for Peak Asset Management, LLC 3,475 $508K 0.1% -1,103 13F-HR Timeline Victrix Investment Advisors More: the full row for Victrix Investment Advisors 3,472 $507K 0.27% -285 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 3,456 $505K 0.06% +1,018 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Arrow Financial Corp in group Arrow Financial Corp More: the full row for Arrow Financial Corp 3,449 $504K 0.06% +56 13F-HR Timeline Group City State Bank More: the full row for City State Bank 3,414 $499K 0.16% -1,000 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 3,367 $492K 0.03% -1,237 13F-HR Timeline Vickerman Investment Advisors, Inc. More: the full row for Vickerman Investment Advisors, Inc. 3,331 $487K 0.11% new 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 3,326 $486K 0.03% -586 13F-HR Timeline Group CATALYST PRIVATE WEALTH, LLC More: the full row for CATALYST PRIVATE WEALTH, LLC 3,322 $486K 0.24% +42 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 3,317 $485K 0.02% -192 13F-HR Timeline Allegiance Financial Group Advisory Ser… More: the full row for Allegiance Financial Group Advisory Services LLC 3,301 $482K 0.15% new 13F-HR Timeline PDT Partners, LLC More: the full row for PDT Partners, LLC 3,300 $482K 0.03% new 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 3,290 $481K 0.02% new 13F-HR Timeline Breakwater Capital Group More: the full row for Breakwater Capital Group 3,272 $478K 0.09% +334 13F-HR Timeline Marble Harbor Investment Counsel, LLC More: the full row for Marble Harbor Investment Counsel, LLC 3,265 $477K 0.05% 0 13F-HR Timeline Ignite Planners, LLC More: the full row for Ignite Planners, LLC 2,861 $473K 0.09% +64 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 3,168 $463K 0.01% +851 13F-HR Timeline WASHINGTON CAPITAL MANAGEMENT, INC More: the full row for WASHINGTON CAPITAL MANAGEMENT, INC 3,150 $460K 0.37% -750 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 3,143 $459K 0.01% 0 13F-HR Timeline Group Balboa Wealth Partners More: the full row for Balboa Wealth Partners 3,140 $459K 0.11% +101 13F-HR Timeline Broderick Brian C More: the full row for Broderick Brian C 3,137 $459K 0.09% new 13F-HR Timeline Scientech Research LLC More: the full row for Scientech Research LLC 3,134 $458K 0.12% -492 13F-HR Timeline Marex Group Ltd in group Marex Group Ltd More: the full row for Marex Group Ltd 3,114 $455K 0.01% -2,291 13F-HR Timeline Group CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 3,108 $455K 0.09% -117 13F-HR Timeline Group EMC Capital Management More: the full row for EMC Capital Management 3,060 $454K 0.27% 0 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 3,106 $454K 0.01% +539 13F-HR Timeline Bordeaux Wealth Advisors LLC More: the full row for Bordeaux Wealth Advisors LLC 3,071 $449K 0.08% +178 13F-HR Timeline SITTNER & NELSON, LLC More: the full row for SITTNER & NELSON, LLC 3,070 $449K 0.19% -50 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 3,064 $448K 0.06% -79 13F-HR Timeline Red Wave Investments LLC More: the full row for Red Wave Investments LLC 3,030 $443K 0.16% -250 13F-HR Timeline EARNED WEALTH ADVISORS, LLC More: the full row for EARNED WEALTH ADVISORS, LLC 3,028 $443K 0.1% new 13F-HR Timeline American Assets Investment Management, … in group American Assets Investment Ma… More: the full row for American Assets Investment Management, LLC 3,000 $438K 0.04% 0 13F-HR/A Timeline Group GF FUND MANAGEMENT CO. LTD. More: the full row for GF FUND MANAGEMENT CO. LTD. 2,980 $436K 0.01% new 13F-HR Timeline Claro Advisors Inc. More: the full row for Claro Advisors Inc. 2,954 $432K 0.06% +1,455 13F-HR Timeline Impact Asset Management GmbH More: the full row for Impact Asset Management GmbH 2,923 $427K 0.17% 0 13F-HR Timeline Alta Wealth Advisors LLC More: the full row for Alta Wealth Advisors LLC 2,918 $426K 0.2% +80 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 2,918 $426K 0.01% +502 13F-HR Timeline Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 2,913 $426K 0.01% -7,048 13F-HR Timeline Group STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 2,911 $425K 0.01% -34 13F-HR Timeline Group OSTRUM ASSET MANAGEMENT More: the full row for OSTRUM ASSET MANAGEMENT 2,908 $425K 0.02% -2,775 13F-HR Timeline Journey Beyond Wealth, LLC More: the full row for Journey Beyond Wealth, LLC 2,883 $421K 0.39% new 13F-HR Timeline Grant Private Wealth Management Inc More: the full row for Grant Private Wealth Management Inc 2,866 $419K 0.45% -230 13F-HR Timeline Generali Investments, Management Co LLC More: the full row for Generali Investments, Management Co LLC 2,824 $413K 0.12% -7,695 13F-HR Timeline Parisi Gray Wealth Management More: the full row for Parisi Gray Wealth Management 2,801 $409K 0.13% new 13F-HR Timeline SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 2,793 $408K 0.05% +1,224 13F-HR Timeline Teamwork Financial Advisors, LLC More: the full row for Teamwork Financial Advisors, LLC 2,791 $408K 0.06% new 13F-HR Timeline MMBG INVESTMENT ADVISORS CO. More: the full row for MMBG INVESTMENT ADVISORS CO. 2,782 $407K 0.05% -82 13F-HR Timeline VIAWEALTH, LLC More: the full row for VIAWEALTH, LLC 2,780 $406K 0.25% -110 13F-HR Timeline Gerber Kawasaki Wealth & Investment Man… More: the full row for Gerber Kawasaki Wealth & Investment Management 2,768 $405K 0.02% new 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 2,767 $404K 0.01% +326 13F-HR Timeline BAILARD, INC. More: the full row for BAILARD, INC. 2,752 $402K 0.01% new 13F-HR Timeline Krane Funds Advisors LLC More: the full row for Krane Funds Advisors LLC 2,724 $398K 0.01% +848 13F-HR Timeline ALGERT GLOBAL LLC More: the full row for ALGERT GLOBAL LLC 2,722 $398K 0.01% new 13F-HR/A Timeline GREAT VALLEY ADVISOR GROUP, INC. in group GREAT VALLEY ADVISOR GROUP, I… More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 2,707 $396K 0.01% -2,337 13F-HR Timeline Group 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 2,658 $388K 0.02% -2 13F-HR Timeline Group Bayforest Capital Ltd More: the full row for Bayforest Capital Ltd 2,649 $387K 0.17% new 13F-HR/A Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 2,647 $387K 0.01% +655 13F-HR Timeline Rakuten Securities, Inc. in group Rakuten Group, Inc. More: the full row for Rakuten Securities, Inc. 2,633 $385K 0.19% -214 13F-HR Timeline Group POINCIANA ADVISORS GROUP, LLC More: the full row for POINCIANA ADVISORS GROUP, LLC 2,618 $383K 0.4% new 13F-HR Timeline NEVILLE RODIE & SHAW INC More: the full row for NEVILLE RODIE & SHAW INC 2,610 $381K 0.03% +610 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 2,581 $377K 0.01% new 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 2,580 $377K <0.01% -24 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 2,565 $375K 0.02% -32 13F-HR/A Timeline Gainplan LLC More: the full row for Gainplan LLC 2,564 $375K 0.24% new 13F-HR Timeline Sierra Capital LLC More: the full row for Sierra Capital LLC 2,555 $373K 0.04% new 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 2,551 $373K 0.08% -30 13F-HR Timeline Parcion Private Wealth LLC More: the full row for Parcion Private Wealth LLC 2,533 $370K 0.03% new 13F-HR Timeline Prentice Wealth Management LLC More: the full row for Prentice Wealth Management LLC 2,526 $369K 0.11% new 13F-HR Timeline Beverly Hills Private Wealth, LLC More: the full row for Beverly Hills Private Wealth, LLC 2,525 $369K 0.07% -153 13F-HR Timeline Mason & Associates Inc More: the full row for Mason & Associates Inc 2,510 $367K 0.09% 0 13F-HR Timeline VAN ECK ASSOCIATES CORP in group VAN ECK ASSOCIATES CORP More: the full row for VAN ECK ASSOCIATES CORP 2,506 $366K <0.01% -5,688 13F-HR Timeline Group Weiss Asset Management LP in group Weiss Asset Management LP More: the full row for Weiss Asset Management LP 2,500 $365K 0.01% new 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. Compagnie Lombard Odier SCmA More: the full row for Compagnie Lombard Odier SCmA 2,500 $365K <0.01% 0 13F-HR Timeline Pandora Wealth, Inc. More: the full row for Pandora Wealth, Inc. 2,500 $365K 0.24% 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 2,478 $362K 0.01% -220 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 2,468 $361K 0.04% -126 13F-HR Timeline NORTHWEST WEALTH MANAGEMENT, LLC More: the full row for NORTHWEST WEALTH MANAGEMENT, LLC 2,464 $360K 0.07% +903 13F-HR Timeline GRIES FINANCIAL LLC More: the full row for GRIES FINANCIAL LLC 2,460 $360K 0.07% new 13F-HR Timeline Financial Advocates Investment Manageme… More: the full row for Financial Advocates Investment Management 2,446 $358K 0.03% +46 13F-HR Timeline SevenBridge Financial Group, LLC More: the full row for SevenBridge Financial Group, LLC 1,975 $357K 0.07% -215 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 2,435 $356K 0.01% -117 13F-HR Timeline RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 2,432 $355K 0.01% new 13F-HR Timeline Palumbo Wealth Management LLC More: the full row for Palumbo Wealth Management LLC 2,406 $352K 0.12% +511 13F-HR Timeline Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 2,405 $352K 0.04% +125 13F-HR Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 2,392 $350K <0.01% +7 13F-HR Timeline Group Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 2,385 $349K <0.01% +422 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 2,376 $347K 0.01% +316 13F-HR Timeline Group OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 2,376 $347K <0.01% -712 13F-HR Timeline WATERSHED PRIVATE WEALTH LLC More: the full row for WATERSHED PRIVATE WEALTH LLC 2,375 $347K 0.14% new 13F-HR Timeline Livforsakringsbolaget Skandia, Omsesidi… More: the full row for Livforsakringsbolaget Skandia, Omsesidigt 2,317 $338K 0.02% 0 13F-HR Timeline Values First Advisors, Inc. More: the full row for Values First Advisors, Inc. 2,305 $338K 0.2% new 13F-HR Timeline FIL Ltd in group FIL Ltd More: the full row for FIL Ltd 2,314 $338K <0.01% -372 13F-HR Timeline Group Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 2,305 $337K 0.01% +375 13F-HR Timeline Altrafin AG More: the full row for Altrafin AG 2,280 $333K 0.13% +640 13F-HR Timeline Interval Partners, LP More: the full row for Interval Partners, LP 2,276 $333K 0.01% new 13F-HR Timeline Quantitative Investment Management, LLC More: the full row for Quantitative Investment Management, LLC 2,277 $332K 0.03% -16,796 13F-HR Timeline bLong Financial, LLC More: the full row for bLong Financial, LLC 2,266 $331K 0.29% +82 13F-HR Timeline HALBERT HARGROVE GLOBAL ADVISORS, LLC More: the full row for HALBERT HARGROVE GLOBAL ADVISORS, LLC 2,253 $329K 0.02% +3 13F-HR Timeline 1858 WEALTH MANAGEMENT, LLC More: the full row for 1858 WEALTH MANAGEMENT, LLC 2,231 $326K 0.28% +423 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 2,216 $324K 0.01% new 13F-HR Timeline SHELL ASSET MANAGEMENT CO More: the full row for SHELL ASSET MANAGEMENT CO 2,202 $322K 0.02% 0 13F-HR Timeline Retirement Planning Group, LLC More: the full row for Retirement Planning Group, LLC 2,202 $322K 0.02% new 13F-HR Timeline Crossmark Global Holdings, Inc. More: the full row for Crossmark Global Holdings, Inc. 2,196 $321K 0.01% +587 13F-HR Timeline Fieldview Capital Management, LLC More: the full row for Fieldview Capital Management, LLC 2,192 $320K 0.05% new 13F-HR Timeline Mystic Asset Management, Inc. More: the full row for Mystic Asset Management, Inc. 2,185 $319K 0.08% +100 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 2,176 $318K 0.01% +115 13F-HR Timeline Group AssuredPartners Investment Advisors, LLC More: the full row for AssuredPartners Investment Advisors, LLC 2,175 $318K 0.06% +640 13F-HR Timeline SHERBROOKE PARK ADVISERS LLC More: the full row for SHERBROOKE PARK ADVISERS LLC 2,163 $316K 0.15% new 13F-HR Timeline Per Stirling Capital Management, LLC. More: the full row for Per Stirling Capital Management, LLC. 2,162 $316K 0.05% new 13F-HR Timeline Centurion Wealth Management LLC More: the full row for Centurion Wealth Management LLC 2,036 $314K 0.1% 0 13F-HR Timeline AXQ CAPITAL, LP More: the full row for AXQ CAPITAL, LP 2,150 $314K 0.13% new 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 2,143 $313K <0.01% -85 13F-HR Timeline Group KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 2,136 $312K 0.03% +260 13F-HR/A Timeline ORG Partners LLC More: the full row for ORG Partners LLC 2,085 $312K 0.08% -676 13F-HR Timeline