GAMCO Investors (Gabelli) group of 2 filers holding More: the full row for GAMCO Investors (Gabelli) 2,327 $351K -918 Timeline Livforsakringsbolaget Skandia, Omsesidi… More: the full row for Livforsakringsbolaget Skandia, Omsesidigt 2,317 $349K 0.01% 0 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 2,289 $345K 0.01% -4,635 13F-HR Timeline Illinois Municipal Retirement Fund More: the full row for Illinois Municipal Retirement Fund 2,279 $344K <0.01% -3,158 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 2,256 $340K <0.01% +500 13F-HR Timeline HALBERT HARGROVE GLOBAL ADVISORS, LLC More: the full row for HALBERT HARGROVE GLOBAL ADVISORS, LLC 2,250 $339K 0.02% 0 13F-HR Timeline Mystic Asset Management, Inc. More: the full row for Mystic Asset Management, Inc. 2,245 $339K 0.08% 0 13F-HR Timeline Centurion Wealth Management LLC More: the full row for Centurion Wealth Management LLC 2,244 $338K 0.08% +249 13F-HR Timeline Family Manage LLC More: the full row for Family Manage LLC 2,223 $335K 0.04% +1,099 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 2,196 $331K 0.01% new 13F-HR Timeline TFB Advisors LLC More: the full row for TFB Advisors LLC 2,194 $331K 0.17% -665 13F-HR Timeline TigerOak Management, L.L.C. More: the full row for TigerOak Management, L.L.C. 2,188 $330K 0.1% +288 13F-HR Timeline Grandview Asset Management LLC More: the full row for Grandview Asset Management LLC 2,169 $327K 0.1% -715 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 2,165 $327K 0.02% +838 13F-HR Timeline Group 111 Capital More: the full row for 111 Capital 2,160 $326K 0.08% new 13F-HR Timeline KNIGHTSBRIDGE ASSET MANAGEMENT, LLC More: the full row for KNIGHTSBRIDGE ASSET MANAGEMENT, LLC 2,155 $325K 0.04% +683 13F-HR Timeline Perbak Capital Partners LLP More: the full row for Perbak Capital Partners LLP 2,145 $324K 0.08% new 13F-HR Timeline Principle Wealth Partners LLC More: the full row for Principle Wealth Partners LLC 2,141 $323K 0.02% new 13F-HR Timeline AGP FRANKLIN, LLC More: the full row for AGP FRANKLIN, LLC 2,132 $322K 0.16% -1,503 13F-HR Timeline BLODGETT WEALTH ADVISORS, LLC More: the full row for BLODGETT WEALTH ADVISORS, LLC 2,130 $321K 0.25% +375 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 2,127 $321K 0.01% +193 13F-HR Timeline Brevan Howard Capital Management LP in group Brevan Howard Capital Managem… More: the full row for Brevan Howard Capital Management LP 2,124 $320K <0.01% -15,841 13F-HR Timeline Group Sunpointe, LLC More: the full row for Sunpointe, LLC 2,123 $320K 0.1% -188 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 2,112 $319K 0.01% +323 13F-HR Timeline Shepherd Financial Partners LLC More: the full row for Shepherd Financial Partners LLC 2,110 $318K 0.03% -1,819 13F-HR Timeline Plato Investment Management Ltd More: the full row for Plato Investment Management Ltd 2,102 $317K 0.02% -998 13F-HR Timeline DECISION INVESTMENTS, INC More: the full row for DECISION INVESTMENTS, INC 2,102 $317K 0.36% -52 13F-HR Timeline waypoint wealth counsel More: the full row for waypoint wealth counsel 2,099 $317K 0.16% -861 13F-HR Timeline Secure Asset Management, LLC More: the full row for Secure Asset Management, LLC 2,091 $315K 0.05% +123 13F-HR Timeline CATALYST PRIVATE WEALTH, LLC More: the full row for CATALYST PRIVATE WEALTH, LLC 2,082 $314K 0.17% -133 13F-HR Timeline MMBG INVESTMENT ADVISORS CO. More: the full row for MMBG INVESTMENT ADVISORS CO. 2,080 $314K 0.03% -24 13F-HR Timeline Carson Advisory Inc. More: the full row for Carson Advisory Inc. 2,080 $314K 0.16% +100 13F-HR Timeline Blueshift Asset Management, LLC More: the full row for Blueshift Asset Management, LLC 2,074 $313K 0.09% +462 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 2,067 $312K 0.02% -2,483 13F-HR Timeline MMA ASSET MANAGEMENT LLC More: the full row for MMA ASSET MANAGEMENT LLC 2,037 $307K 0.11% +13 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 2,036 $307K 0.03% -6,581 13F-HR Timeline Group VERUS CAPITAL PARTNERS, LLC More: the full row for VERUS CAPITAL PARTNERS, LLC 2,031 $306K 0.02% +878 13F-HR Timeline Dynasty Wealth Management, LLC More: the full row for Dynasty Wealth Management, LLC 2,019 $305K <0.01% +764 13F-HR Timeline HARVEY CAPITAL MANAGEMENT INC More: the full row for HARVEY CAPITAL MANAGEMENT INC 2,000 $302K 0.07% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. China Universal Asset Management Co., L… More: the full row for China Universal Asset Management Co., Ltd. 2,000 $302K 0.02% -4,100 13F-HR Timeline Sandy Cove Advisors, LLC More: the full row for Sandy Cove Advisors, LLC 2,000 $302K 0.09% 0 13F-HR Timeline Valtrion Capital Management, LLC More: the full row for Valtrion Capital Management, LLC 1,977 $298K 0.28% +826 13F-HR Timeline Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 1,967 $297K 0.02% -20 13F-HR Timeline Fi3 FINANCIAL ADVISORS, LLC More: the full row for Fi3 FINANCIAL ADVISORS, LLC 1,964 $296K 0.09% +78 13F-HR Timeline BIRCH FINANCIAL GROUP, LLC More: the full row for BIRCH FINANCIAL GROUP, LLC 1,957 $295K 0.17% +707 13F-HR Timeline Red Wave Investments LLC More: the full row for Red Wave Investments LLC 1,950 $294K 0.09% 0 13F-HR Timeline Prentice Wealth Management LLC More: the full row for Prentice Wealth Management LLC 1,950 $294K 0.07% -103 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 1,944 $293K 0.01% -127 13F-HR Timeline Tuttle Capital Management, LLC More: the full row for Tuttle Capital Management, LLC 1,940 $293K 0.48% new 13F-HR Timeline E&G Advisors, LLC More: the full row for E&G Advisors, LLC 1,928 $291K 0.06% +100 13F-HR Timeline GLENMEDE TRUST CO NA in group GLENMEDE TRUST CO NA More: the full row for GLENMEDE TRUST CO NA 1,928 $291K <0.01% +183 13F-HR Timeline Group Fort Sheridan Advisors LLC More: the full row for Fort Sheridan Advisors LLC 1,927 $291K 0.04% +140 13F-HR Timeline Beaumont Financial Advisors, LLC More: the full row for Beaumont Financial Advisors, LLC 1,918 $289K 0.02% +606 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 1,909 $288K 0.02% +8 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 1,908 $288K 0.01% -559 13F-HR Timeline BEESE FULMER INVESTMENT MANAGEMENT, INC. More: the full row for BEESE FULMER INVESTMENT MANAGEMENT, INC. 1,896 $286K 0.02% +505 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 1,895 $286K 0.01% -405 13F-HR Timeline Peak Asset Management, LLC More: the full row for Peak Asset Management, LLC 1,886 $284K 0.05% -830 13F-HR Timeline Voleon Capital Management LP More: the full row for Voleon Capital Management LP 1,881 $284K 0.01% +726 13F-HR Timeline Onyx Bridge Wealth Group LLC More: the full row for Onyx Bridge Wealth Group LLC 1,863 $281K 0.03% +180 13F-HR Timeline Register Financial Advisors LLC More: the full row for Register Financial Advisors LLC 1,855 $280K 0.1% new 13F-HR Timeline KILEY JUERGENS WEALTH MANAGEMENT, LLC More: the full row for KILEY JUERGENS WEALTH MANAGEMENT, LLC 1,853 $279K 0.05% new 13F-HR Timeline RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 1,831 $276K <0.01% -410 13F-HR Timeline Archford Capital Strategies, LLC More: the full row for Archford Capital Strategies, LLC 1,830 $276K 0.03% +59 13F-HR Timeline Stonebridge Financial Group, LLC / MO More: the full row for Stonebridge Financial Group, LLC / MO 1,829 $276K 0.23% +166 13F-HR Timeline JEPPSON WEALTH MANAGEMENT, LLC More: the full row for JEPPSON WEALTH MANAGEMENT, LLC 1,818 $274K 0.09% +618 13F-HR Timeline Odyssey Capital Advisors, Inc. More: the full row for Odyssey Capital Advisors, Inc. 1,813 $273K 0.24% +700 13F-HR Timeline PIAR LLC More: the full row for PIAR LLC 1,810 $273K 0.23% -200 13F-HR Timeline Powell Investment Advisors, LLC More: the full row for Powell Investment Advisors, LLC 1,808 $273K 0.09% 0 13F-HR Timeline PENNINGTON PARTNERS & CO., LLC More: the full row for PENNINGTON PARTNERS & CO., LLC 1,806 $272K 0.09% new 13F-HR Timeline IVC Wealth Advisors LLC More: the full row for IVC Wealth Advisors LLC 1,800 $271K 0.12% -3 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 1,799 $271K 0.01% +870 13F-HR Timeline Fideuram Asset Management (Ireland) dac More: the full row for Fideuram Asset Management (Ireland) dac 1,549 $271K 0.03% -67,440 13F-HR Timeline Everest Financial Group LLC More: the full row for Everest Financial Group LLC 1,785 $269K 0.04% +574 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 1,779 $268K 0.01% new 13F-HR Timeline BEACON FINANCIAL GROUP More: the full row for BEACON FINANCIAL GROUP 1,773 $267K 0.03% +71 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 1,734 $267K 0.01% +7 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 1,767 $266K 0.02% -1,059 13F-HR Timeline CORRADO ADVISORS, LLC More: the full row for CORRADO ADVISORS, LLC 1,765 $266K 0.14% new 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 1,763 $266K 0.01% +505 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 1,757 $265K 0.01% -234 13F-HR Timeline FULCRUM WEALTH ADVISORS, LLC More: the full row for FULCRUM WEALTH ADVISORS, LLC 1,755 $265K 0.22% -100 13F-HR Timeline Seelaus Asset Management LLC More: the full row for Seelaus Asset Management LLC 1,729 $261K 0.19% new 13F-HR Timeline Simplify Asset Management Inc. More: the full row for Simplify Asset Management Inc. 1,728 $261K <0.01% new 13F-HR Timeline Abundance Wealth Counselors More: the full row for Abundance Wealth Counselors 1,726 $260K 0.04% new 13F-HR Timeline L2 Asset Management, LLC More: the full row for L2 Asset Management, LLC 1,725 $260K 0.02% +143 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 1,722 $260K 0.01% -97 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 1,719 $259K 0.01% -547 13F-HR Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 1,711 $258K 0.03% -138 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 1,706 $257K 0.01% -180 13F-HR Timeline Operose Advisors LLC More: the full row for Operose Advisors LLC 1,706 $257K 0.06% +750 13F-HR Timeline Phoenix Financial Ltd. in group Phoenix Financial Ltd. More: the full row for Phoenix Financial Ltd. 1,691 $255K <0.01% -2,438 13F-HR Timeline Group CLARK FINANCIAL SERVICES GROUP INC … More: the full row for CLARK FINANCIAL SERVICES GROUP INC /BD 1,677 $253K 0.14% new 13F-HR Timeline Wick Capital Partners, LLC More: the full row for Wick Capital Partners, LLC 1,673 $252K 0.05% new 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 1,668 $252K 0.01% -791 13F-HR Timeline Group Caldwell Trust Co More: the full row for Caldwell Trust Co 1,657 $250K 0.02% new 13F-HR Timeline Frec Markets, Inc. in group Frec Markets, Inc. More: the full row for Frec Markets, Inc. 1,657 $250K 0.04% new 13F-HR Timeline Group Nicholas Investment Partners, LP More: the full row for Nicholas Investment Partners, LP 1,648 $249K 0.02% -18,601 13F-HR Timeline Waterloo Capital, L.P. More: the full row for Waterloo Capital, L.P. 1,640 $247K 0.02% -78 13F-HR Timeline Altrafin AG More: the full row for Altrafin AG 1,640 $247K 0.09% 0 13F-HR Timeline Pinnacle Financial Partners, Inc. in group Pinnacle Financial Partners, … More: the full row for Pinnacle Financial Partners, Inc. 1,638 $247K <0.01% -49 13F-HR Timeline Group SBE LLC DBA CEDAR COVE WEALTH PARTNERS More: the full row for SBE LLC DBA CEDAR COVE WEALTH PARTNERS 1,632 $246K 0.13% new 13F-HR Timeline EXENCIAL WEALTH ADVISORS, LLC More: the full row for EXENCIAL WEALTH ADVISORS, LLC 1,628 $246K 0.01% +354 13F-HR Timeline AlphaGrep UK Ltd More: the full row for AlphaGrep UK Ltd 1,627 $245K 0.07% new 13F-HR Timeline MIRABELLA FINANCIAL SERVICES LLP More: the full row for MIRABELLA FINANCIAL SERVICES LLP 1,623 $245K 0.02% new 13F-HR Timeline City State Bank More: the full row for City State Bank 1,621 $244K 0.06% 0 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 1,607 $242K 0.03% +30 13F-HR Timeline Focused Wealth Management, Inc More: the full row for Focused Wealth Management, Inc 1,602 $242K 0.03% new 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 1,601 $241K 0.02% +38 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 1,599 $241K 0.02% new 13F-HR Timeline Lake Hills Wealth Management, LLC More: the full row for Lake Hills Wealth Management, LLC 1,595 $241K 0.13% 0 13F-HR Timeline Generali Investments, Management Co LLC More: the full row for Generali Investments, Management Co LLC 1,593 $240K 0.06% -12,184 13F-HR Timeline WATERSHED PRIVATE WEALTH LLC More: the full row for WATERSHED PRIVATE WEALTH LLC 1,592 $240K 0.07% 0 13F-HR Timeline Triad Wealth Partners, LLC More: the full row for Triad Wealth Partners, LLC 1,577 $238K 0.02% +367 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 1,575 $238K 0.03% +42 13F-HR Timeline Vest Financial, LLC More: the full row for Vest Financial, LLC 1,572 $237K <0.01% +117 13F-HR Timeline KRAEMATON INVESTMENT ADVISORS, INC More: the full row for KRAEMATON INVESTMENT ADVISORS, INC 1,572 $237K 0.19% 0 13F-HR Timeline ALLSTATE CORP in group ALLSTATE CORP More: the full row for ALLSTATE CORP 1,566 $236K <0.01% -22,931 13F-HR Timeline Group Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 1,566 $236K 0.01% new 13F-HR Timeline Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 1,565 $236K 0.01% +110 13F-HR Timeline Group BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 1,563 $236K <0.01% -97 13F-HR Timeline Group NTV Asset Management LLC More: the full row for NTV Asset Management LLC 1,563 $236K 0.03% -9,675 13F-HR Timeline Chesley Taft & Associates LLC More: the full row for Chesley Taft & Associates LLC 1,560 $235K 0.01% +400 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 1,542 $233K 0.01% -28 13F-HR Timeline Noble Wealth Management PBC More: the full row for Noble Wealth Management PBC 1,541 $232K 0.12% -615 13F-HR Timeline Private Advisory Group LLC More: the full row for Private Advisory Group LLC 1,539 $232K 0.02% -626 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 1,538 $232K 0.01% +26 13F-HR Timeline Strong Retirement Solutions LLC More: the full row for Strong Retirement Solutions LLC 1,523 $230K 0.16% -378 13F-HR Timeline Total Clarity Wealth Management, Inc. More: the full row for Total Clarity Wealth Management, Inc. 1,516 $229K 0.05% -22 13F-HR Timeline Westmount Partners, LLC More: the full row for Westmount Partners, LLC 1,511 $228K 0.06% new 13F-HR Timeline Gladstone Capital Management LLP More: the full row for Gladstone Capital Management LLP 1,508 $227K 0.02% -167,494 13F-HR Timeline Ellevest, Inc. More: the full row for Ellevest, Inc. 1,503 $227K 0.03% -270 13F-HR Timeline Moran Wealth Management, LLC More: the full row for Moran Wealth Management, LLC 1,492 $225K 0.01% -15 13F-HR Timeline KRS Capital Management, LLC More: the full row for KRS Capital Management, LLC 1,486 $224K 0.14% +155 13F-HR Timeline ProShare Advisors LLC More: the full row for ProShare Advisors LLC 1,483 $224K <0.01% +119 13F-HR Timeline Symphony Financial, Ltd. Co. More: the full row for Symphony Financial, Ltd. Co. 1,487 $224K 0.03% -217 13F-HR Timeline GABLES CAPITAL MANAGEMENT INC. More: the full row for GABLES CAPITAL MANAGEMENT INC. 1,475 $222K 0.09% 0 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 1,473 $222K 0.01% +70 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 1,462 $220K 0.01% +21 13F-HR Timeline LOS ANGELES CAPITAL MANAGEMENT LLC More: the full row for LOS ANGELES CAPITAL MANAGEMENT LLC 1,453 $219K <0.01% -302,775 13F-HR Timeline Caerus Investment Advisors, LLC More: the full row for Caerus Investment Advisors, LLC 1,452 $219K 0.09% -1,701 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 1,451 $219K 0.01% +412 13F-HR Timeline ABC ARBITRAGE SA in group ABC ARBITRAGE SA More: the full row for ABC ARBITRAGE SA 1,449 $219K 0.03% new 13F-HR Timeline Group Spinnaker Investment Group, LLC More: the full row for Spinnaker Investment Group, LLC 1,446 $218K 0.04% -21 13F-HR Timeline GenTrust, LLC More: the full row for GenTrust, LLC 1,429 $216K 0.01% +465 13F-HR Timeline Eagle Strategies LLC More: the full row for Eagle Strategies LLC 1,429 $216K 0.03% -3,103 13F-HR Timeline Alta Advisers Ltd in group Alta Advisers Ltd More: the full row for Alta Advisers Ltd 1,428 $215K 0.08% 0 13F-HR Timeline Group Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 1,426 $215K 0.02% -17 13F-HR Timeline PINCUS CAPITAL MANAGEMENT, LP More: the full row for PINCUS CAPITAL MANAGEMENT, LP 1,425 $215K 0.15% 0 13F-HR Timeline DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 1,424 $215K 0.05% new 13F-HR Timeline JACKSON THORNTON WEALTH MANAGEMENT, LLC More: the full row for JACKSON THORNTON WEALTH MANAGEMENT, LLC 1,759 $213K 0.02% -1,165 13F-HR Timeline Wealth Preservation Advisors, LLC More: the full row for Wealth Preservation Advisors, LLC 1,410 $213K 0.18% +250 13F-HR Timeline SIG BROKERAGE, LP More: the full row for SIG BROKERAGE, LP 1,384 $209K 0.06% new 13F-HR Timeline Empirical Financial Services, LLC d.b.a… More: the full row for Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 1,381 $208K <0.01% -637 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 1,378 $208K 0.05% +2 13F-HR Timeline Bayesian Capital Management, LP More: the full row for Bayesian Capital Management, LP 1,374 $207K 0.25% new 13F-HR Timeline Symmetry Partners, LLC More: the full row for Symmetry Partners, LLC 1,361 $205K 0.01% -67 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 1,359 $205K 0.01% -2,137 13F-HR Timeline Sound View Wealth Advisors Group, LLC More: the full row for Sound View Wealth Advisors Group, LLC 1,353 $204K 0.01% new 13F-HR Timeline Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 1,338 $202K +346 Timeline Claro Advisors Inc. More: the full row for Claro Advisors Inc. 1,334 $201K 0.02% +4 13F-HR Timeline Westerkirk Capital Inc. More: the full row for Westerkirk Capital Inc. 1,299 $196K 0.02% 0 13F-HR Timeline Adalta Capital Management LLC More: the full row for Adalta Capital Management LLC 1,295 $195K 0.09% 0 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 1,281 $193K 0.05% 0 13F-HR Timeline Innovative Asset Advisors Group, LLC More: the full row for Innovative Asset Advisors Group, LLC 1,235 $186K 0.11% 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 1,091 $165K 0.01% +280 13F-HR Timeline Western Pacific Wealth Management, LP More: the full row for Western Pacific Wealth Management, LP 1,043 $157K 0.16% -18 13F-HR Timeline Quantbot Technologies LP More: the full row for Quantbot Technologies LP 1,032 $156K 0.01% -46,233 13F-HR Timeline Lodestone Wealth Management LLC More: the full row for Lodestone Wealth Management LLC 1,024 $154K 0.06% +81 13F-HR/A Timeline Copia Wealth Management More: the full row for Copia Wealth Management 1,018 $154K 0.11% +613 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 999 $153K 0.01% +153 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 1,001 $151K 0.03% -366 13F-HR Timeline Canton Hathaway, LLC More: the full row for Canton Hathaway, LLC 1,000 $151K 0.03% 0 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 975 $147K 0.01% +799 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 961 $145K 0.05% +97 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 950 $143K 0.04% +23 13F-HR Timeline Robinswood Financial LLC More: the full row for Robinswood Financial LLC 936 $141K 0.04% 0 13F-HR/A Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 800 $121K 0.02% +700 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 800 $121K 0.01% -1 13F-HR Timeline MRP Capital Investments, LLC More: the full row for MRP Capital Investments, LLC 800 $121K 0.11% -200 13F-HR Timeline Olistico Wealth, LLC More: the full row for Olistico Wealth, LLC 786 $119K 0.06% +17 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 773 $117K <0.01% +78 13F-HR Timeline Group Trifecta Capital Advisors, LLC More: the full row for Trifecta Capital Advisors, LLC 770 $116K 0.02% +300 13F-HR Timeline Fairscale Capital, LLC More: the full row for Fairscale Capital, LLC 751 $113K 0.08% 0 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 736 $111K 0.01% +407 13F-HR Timeline Group CX Institutional More: the full row for CX Institutional 728 $110K <0.01% +243 13F-HR Timeline Strategic Investment Advisors / MI More: the full row for Strategic Investment Advisors / MI 697 $105K 0.01% new 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 695 $105K 0.01% -742 13F-HR Timeline EDMOND DE ROTHSCHILD HOLDING S.A. in group EDMOND DE ROTHSCHILD HOLDING … More: the full row for EDMOND DE ROTHSCHILD HOLDING S.A. 684 $103K <0.01% -8,515 13F-HR Timeline Group Acropolis Investment Management, LLC More: the full row for Acropolis Investment Management, LLC 682 $103K <0.01% new 13F-HR Timeline ABS Direct Equity Fund LLC More: the full row for ABS Direct Equity Fund LLC 700 $101K 0.08% new 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 625 $94.3K <0.01% +532 13F-HR Timeline JTC Employer Solutions Trustee Ltd More: the full row for JTC Employer Solutions Trustee Ltd 600 $90K 0.01% 0 13F-HR Timeline Ameliora Wealth Management Ltd. More: the full row for Ameliora Wealth Management Ltd. 591 $89.1K 0.03% 0 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 575 $86.7K 0.03% -100 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 574 $86.6K 0.04% -50 13F-HR Timeline Ramirez Asset Management, Inc. More: the full row for Ramirez Asset Management, Inc. 550 $83K 0.01% -500 13F-HR Timeline Quarry LP More: the full row for Quarry LP 543 $81.9K 0.02% new 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 527 $79.5K 0.06% -105 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 524 $79K 0.02% +329 13F-HR Timeline