BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 2,761 $1.27M 0.01% -81 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. 2,726 $1.25M 0.02% -32 13F-HR Timeline Group Meiji Yasuda Life Insurance Co group of 2 filers holding More: the full row for Meiji Yasuda Life Insurance Co 2,702 $1.24M -19 Timeline Legacy Advisors, LLC More: the full row for Legacy Advisors, LLC 2,672 $1.23M 0.11% +39 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 2,664 $1.22M <0.01% +225 13F-HR Timeline Group RFG Advisory, LLC More: the full row for RFG Advisory, LLC 2,630 $1.21M 0.02% +73 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 2,603 $1.2M 0.02% +509 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 2,598 $1.19M 0.03% +23 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 2,586 $1.19M 0.01% -346 13F-HR Timeline Group CONNABLE OFFICE INC More: the full row for CONNABLE OFFICE INC 2,530 $1.16M 0.1% +405 13F-HR Timeline WITTENBERG INVESTMENT MANAGEMENT, INC. More: the full row for WITTENBERG INVESTMENT MANAGEMENT, INC. 2,525 $1.16M 0.4% 0 13F-HR Timeline Intesa Sanpaolo S.p.A. group of 2 filers holding More: the full row for Intesa Sanpaolo S.p.A. 2,512 $1.15M +30 Timeline Carl P. Sherr & Co., LLC More: the full row for Carl P. Sherr & Co., LLC 2,507 $1.15M 0.48% -1,631 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 2,470 $1.13M 0.01% +132 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 2,468 $1.13M 0.16% +327 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 2,456 $1.13M 0.01% +23 13F-HR Timeline Nicholas Wealth, LLC. More: the full row for Nicholas Wealth, LLC. 2,450 $1.12M 0.62% +150 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 2,443 $1.12M 0.03% +159 13F-HR Timeline Twin Tree Management, LP More: the full row for Twin Tree Management, LP 2,441 $1.12M 0.17% -1,343 13F-HR Timeline Arista Wealth Management, LLC More: the full row for Arista Wealth Management, LLC 2,439 $1.12M 0.12% +933 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 2,435 $1.12M 0.02% 13F-HR Timeline Trifecta Capital Advisors, LLC More: the full row for Trifecta Capital Advisors, LLC 2,430 $1.12M 0.14% -289 13F-HR Timeline Abbot Financial Management, Inc. More: the full row for Abbot Financial Management, Inc. 2,426 $1.11M 0.41% +19 13F-HR Timeline Canton Hathaway, LLC More: the full row for Canton Hathaway, LLC 2,401 $1.1M 0.21% 0 13F-HR Timeline Fieldview Capital Management, LLC More: the full row for Fieldview Capital Management, LLC 2,387 $1.1M 0.31% +446 13F-HR Timeline RATIONAL ADVISORS, INC. More: the full row for RATIONAL ADVISORS, INC. 2,370 $1.09M 0.1% -2,900 13F-HR Timeline Owl Creek Asset Management, L.P. More: the full row for Owl Creek Asset Management, L.P. 2,354 $1.08M 0.1% -10,324 13F-HR Timeline DIMENSION CAPITAL MANAGEMENT LLC More: the full row for DIMENSION CAPITAL MANAGEMENT LLC 2,352 $1.08M 0.13% +224 13F-HR Timeline Axxion S.A. More: the full row for Axxion S.A. 2,350 $1.08M 0.08% 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 2,346 $1.08M 0.02% -58 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 2,345 $1.08M 0.03% -158 13F-HR Timeline REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 2,318 $1.06M 0.01% -1,732 13F-HR Timeline Group Eddie Patel Inc More: the full row for Eddie Patel Inc 2,309 $1.06M 0.63% +697 13F-HR Timeline Piedmont Capital Management, LLC/NC More: the full row for Piedmont Capital Management, LLC/NC 2,300 $1.06M 0.64% +15 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 2,294 $1.05M 0.09% -41 13F-HR Timeline Colonial River Investments, LLC More: the full row for Colonial River Investments, LLC 2,290 $1.05M 0.3% +184 13F-HR Timeline BRADLEY FOSTER & SARGENT INC/CT More: the full row for BRADLEY FOSTER & SARGENT INC/CT 2,271 $1.04M 0.01% 0 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 2,264 $1.04M <0.01% -402 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 2,238 $1.03M 0.01% new 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 2,223 $1.02M 0.01% -1,888 13F-HR/A Timeline LIBERTY ONE INVESTMENT MANAGEMENT, LLC More: the full row for LIBERTY ONE INVESTMENT MANAGEMENT, LLC 2,222 $1.02M 0.1% +411 13F-HR Timeline Bank Pictet & Cie (Europe) AG More: the full row for Bank Pictet & Cie (Europe) AG 2,215 $1.02M 0.02% 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 2,190 $1.01M 0.08% +50 13F-HR Timeline Group OVERSEA-CHINESE BANKING Corp Ltd in group OVERSEA-CHINESE BANKING Corp … More: the full row for OVERSEA-CHINESE BANKING Corp Ltd 2,184 $1M 0.02% -7,198 13F-HR Timeline Group NEW YORK STATE TEACHERS RETIREMENT SYST… More: the full row for NEW YORK STATE TEACHERS RETIREMENT SYSTEM 2,174 $998K <0.01% 0 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 2,173 $998K 0.2% +39 13F-HR Timeline Capital Markets Trading UK LLP More: the full row for Capital Markets Trading UK LLP 2,158 $991K 0.71% new 13F-HR Timeline Blueshift Asset Management, LLC More: the full row for Blueshift Asset Management, LLC 2,149 $987K 0.23% -1,333 13F-HR Timeline Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 2,118 $972K 0.06% +1,632 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 2,105 $966K 0.04% +1,666 13F-HR Timeline Atom Investors LP More: the full row for Atom Investors LP 2,097 $963K 0.09% new 13F-HR Timeline GABLES CAPITAL MANAGEMENT INC. More: the full row for GABLES CAPITAL MANAGEMENT INC. 2,093 $961K 0.35% -275 13F-HR Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 2,049 $941K 0.01% +1,230 13F-HR Timeline Group OpenArc Corporate Advisory, LLC More: the full row for OpenArc Corporate Advisory, LLC 2,040 $937K 0.01% -310 13F-HR Timeline Wealth Enhancement Trust Services, Inc. More: the full row for Wealth Enhancement Trust Services, Inc. 2,035 $934K 0.1% +48 13F-HR/A Timeline Sienna Gestion More: the full row for Sienna Gestion 1,987 $929K 0.05% -18,435 13F-HR Timeline GROUPAMA ASSET MANAGMENT More: the full row for GROUPAMA ASSET MANAGMENT 2,011 $929K 0.01% +135 13F-HR Timeline Buckland Partners Management Co LLC More: the full row for Buckland Partners Management Co LLC 2,000 $918K 0.45% 0 13F-HR Timeline Magnus Financial Group LLC More: the full row for Magnus Financial Group LLC 1,996 $916K 0.06% +135 13F-HR Timeline Cambria Investment Management, L.P. More: the full row for Cambria Investment Management, L.P. 1,977 $908K 0.04% +1,201 13F-HR Timeline BW Gestao de Investimentos Ltda. More: the full row for BW Gestao de Investimentos Ltda. 1,936 $889K 0.02% new 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 1,917 $880K 0.01% -33 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 1,819 $874K 0.01% -533 13F-HR Timeline ZACKS INVESTMENT MANAGEMENT More: the full row for ZACKS INVESTMENT MANAGEMENT 1,890 $868K 0.01% -62,846 13F-HR Timeline Harbour Capital Advisors, LLC More: the full row for Harbour Capital Advisors, LLC 1,806 $866K 0.16% +41 13F-HR Timeline Graham Capital Management, L.P. More: the full row for Graham Capital Management, L.P. 1,883 $865K 0.02% -30,281 13F-HR Timeline B & T Capital Management DBA Alpha Capi… More: the full row for B & T Capital Management DBA Alpha Capital Management 1,876 $861K 0.11% +81 13F-HR Timeline Bluespring Wealth Management, LLC More: the full row for Bluespring Wealth Management, LLC 1,863 $855K 0.02% new 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 1,855 $852K 0.06% +221 13F-HR Timeline HOHIMER WEALTH MANAGEMENT, LLC More: the full row for HOHIMER WEALTH MANAGEMENT, LLC 1,854 $851K 0.09% +122 13F-HR Timeline Driehaus Capital Management LLC More: the full row for Driehaus Capital Management LLC 1,841 $845K <0.01% +367 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 1,805 $829K 0.04% -68 13F-HR Timeline Whitford Management LLC More: the full row for Whitford Management LLC 1,791 $822K 0.73% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Banque Cantonale Vaudoise in group Banque Cantonale Vaudoise More: the full row for Banque Cantonale Vaudoise 1,787 $821K 0.04% -2,927 13F-HR Timeline Group Empower Advisory Group, LLC in group Empower Annuity Insurance Co … More: the full row for Empower Advisory Group, LLC 1,780 $817K <0.01% +25 13F-HR Timeline Group TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 1,778 $816K 0.06% +30 13F-HR Timeline ARGONAUTICA PRIVATE WEALTH MANAGEMENT, … More: the full row for ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC 1,775 $815K 0.2% -182 13F-HR Timeline SUMMIT SECURITIES GROUP LLC More: the full row for SUMMIT SECURITIES GROUP LLC 1,774 $814K 0.16% new 13F-HR Timeline Capstone Capital Management Ltd More: the full row for Capstone Capital Management Ltd 1,771 $813K 0.36% new 13F-HR Timeline LVZ, Inc. More: the full row for LVZ, Inc. 1,770 $813K 0.08% +719 13F-HR Timeline GLOBALT Investments LLC / GA More: the full row for GLOBALT Investments LLC / GA 1,770 $813K 0.03% -10 13F-HR Timeline Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 1,666 $810K 0.04% +1,142 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 1,763 $809K 0.06% -14 13F-HR Timeline Addison Capital Co More: the full row for Addison Capital Co 1,737 $798K 0.13% 0 13F-HR Timeline Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 1,729 $794K 0.02% -62 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 1,722 $791K 0.06% +144 13F-HR Timeline Group SBI Okasan Asset Management Co.Ltd. More: the full row for SBI Okasan Asset Management Co.Ltd. 1,700 $786K 0.03% 0 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 1,696 $779K 0.02% -482 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 1,673 $768K 0.03% -25 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 1,666 $765K <0.01% -2,713 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 1,662 $763K 0.04% +390 13F-HR Timeline Strategic Wealth Investment Group, LLC More: the full row for Strategic Wealth Investment Group, LLC 1,656 $760K 0.09% new 13F-HR Timeline Delta Investment Management, LLC More: the full row for Delta Investment Management, LLC 1,654 $759K 0.12% +987 13F-HR Timeline Nicholas Investment Partners, LP More: the full row for Nicholas Investment Partners, LP 1,629 $748K 0.04% -1,135 13F-HR Timeline MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC in group MUTUAL OF AMERICA CAPITAL MAN… More: the full row for MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC 1,608 $738K 0.01% new 13F-HR Timeline Group HARTFORD INVESTMENT MANAGEMENT CO More: the full row for HARTFORD INVESTMENT MANAGEMENT CO 1,597 $733K 0.02% -59 13F-HR Timeline Sava Infond d.o.o. More: the full row for Sava Infond d.o.o. 1,580 $725K 0.05% +700 13F-HR Timeline Blue Chip Partners, LLC More: the full row for Blue Chip Partners, LLC 1,577 $724K 0.05% +447 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 1,529 $722K <0.01% +934 13F-HR Timeline ELEMENT POINTE ADVISORS, LLC More: the full row for ELEMENT POINTE ADVISORS, LLC 1,568 $720K 0.12% 0 13F-HR Timeline Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 1,558 $715K 0.01% -1,108 13F-HR Timeline Group Siemens Fonds Invest GmbH More: the full row for Siemens Fonds Invest GmbH 1,551 $712K 0.03% -199 13F-HR Timeline AlTi Global, Inc. in group AlTi Global, Inc. More: the full row for AlTi Global, Inc. 1,547 $710K 0.01% +4 13F-HR Timeline Group Beck Bode, LLC More: the full row for Beck Bode, LLC 1,530 $703K 0.11% new 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 1,455 $698K 0.02% -64 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 1,517 $697K 0.01% new 13F-HR Timeline LORING WOLCOTT & COOLIDGE FIDUCIARY ADV… More: the full row for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 1,517 $697K 0.01% 0 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 1,506 $691K 0.03% -587 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 1,505 $691K 0.01% -255 13F-HR Timeline Round Rock Advisors LLC More: the full row for Round Rock Advisors LLC 1,503 $690K 0.09% -1,160 13F-HR Timeline Pitcairn Wealth Advisors LLC in group PITCAIRN CO More: the full row for Pitcairn Wealth Advisors LLC 1,483 $681K 0.07% +1,082 13F-HR Timeline Group Wellspring Financial Advisors, LLC More: the full row for Wellspring Financial Advisors, LLC 1,473 $676K 0.04% 0 13F-HR Timeline Tortuga Wealth Management, Inc More: the full row for Tortuga Wealth Management, Inc 1,464 $672K 0.51% +228 13F-HR Timeline Tannin Capital LLC More: the full row for Tannin Capital LLC 1,461 $671K 0.44% +75 13F-HR Timeline FDx Advisors, Inc. More: the full row for FDx Advisors, Inc. 1,451 $666K 0.2% +358 13F-HR Timeline Neo Ivy Capital Management More: the full row for Neo Ivy Capital Management 1,450 $666K 0.15% -3,090 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 1,448 $665K 0.01% -50 13F-HR Timeline Frec Markets, Inc. in group Frec Markets, Inc. More: the full row for Frec Markets, Inc. 1,443 $663K 0.06% +541 13F-HR Timeline Group ExodusPoint Capital Management, LP More: the full row for ExodusPoint Capital Management, LP 1,420 $652K 0.01% -34,921 13F-HR Timeline NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 1,419 $652K 0.05% -320 13F-HR Timeline Veracity Capital LLC More: the full row for Veracity Capital LLC 1,416 $650K 0.18% -37 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 1,413 $649K 0.03% +47 13F-HR Timeline Group Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 1,387 $637K 0.01% +606 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 1,385 $636K 0.02% -4,332 13F-HR Timeline Crossmark Global Holdings, Inc. More: the full row for Crossmark Global Holdings, Inc. 1,355 $622K 0.01% -93 13F-HR Timeline SIH Partners, LLLP in group SIH Partners, LLLP More: the full row for SIH Partners, LLLP 1,349 $619K 0.03% +652 13F-HR Timeline Group Gilbert & Cook, Inc. More: the full row for Gilbert & Cook, Inc. 1,337 $614K 0.07% +10 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 1,336 $614K 0.01% +192 13F-HR Timeline State of Alaska, Department of Revenue More: the full row for State of Alaska, Department of Revenue 1,334 $612K 0.01% -156 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 1,332 $612K <0.01% +670 13F-HR Timeline Tower View Wealth Management LLC More: the full row for Tower View Wealth Management LLC 1,324 $608K 0.27% -3,582 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 1,320 $606K 0.01% -5 13F-HR Timeline Group Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 1,320 $606K 0.01% +74 13F-HR Timeline Texas Capital Bank Wealth Management Se… More: the full row for Texas Capital Bank Wealth Management Services Inc 1,320 $606K 0.03% +2 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 1,316 $604K 0.06% -2,920 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 1,312 $602K 0.01% +235 13F-HR Timeline Carnegie Investment Counsel More: the full row for Carnegie Investment Counsel 1,300 $597K 0.01% -2,039 13F-HR Timeline Henshaw Capital LLC More: the full row for Henshaw Capital LLC 1,277 $586K 0.02% 0 13F-HR Timeline INGALLS & SNYDER LLC More: the full row for INGALLS & SNYDER LLC 1,271 $584K 0.02% -81 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 1,271 $584K <0.01% +91 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 1,261 $583K 0.02% 0 13F-HR Timeline Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 1,248 $573K <0.01% +36 13F-HR Timeline Zullo Investment Group, Inc. More: the full row for Zullo Investment Group, Inc. 1,245 $572K 0.2% -9 13F-HR Timeline Pacer Advisors, Inc. More: the full row for Pacer Advisors, Inc. 1,241 $570K <0.01% -23 13F-HR Timeline Delaney Dennis R More: the full row for Delaney Dennis R 1,237 $568K 0.18% new 13F-HR Timeline Investors Towarzystwo Funduszy Inwestyc… More: the full row for Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna 1,230 $565K 0.19% 0 13F-HR Timeline CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 1,228 $564K 0.02% 0 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 1,227 $563K 0.02% -36 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 1,226 $563K 0.03% +12 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 1,214 $557K <0.01% +718 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 1,204 $553K 0.16% +40 13F-HR Timeline Midwest Trust Co More: the full row for Midwest Trust Co 1,201 $551K 0.01% -8,591 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 1,200 $551K 0.01% +1,139 13F-HR Timeline Indivisible Partners More: the full row for Indivisible Partners 1,198 $550K 0.03% +247 13F-HR Timeline BBR PARTNERS, LLC More: the full row for BBR PARTNERS, LLC 1,190 $546K 0.03% -56 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 1,178 $541K 0.01% +51 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 1,151 $529K 0.01% +605 13F-HR Timeline ANCHYRA PARTNERS LLC More: the full row for ANCHYRA PARTNERS LLC 1,151 $528K 0.13% +193 13F-HR Timeline DCF Advisers, LLC More: the full row for DCF Advisers, LLC 1,150 $528K 0.14% -100 13F-HR Timeline Northside Capital Management, LLC More: the full row for Northside Capital Management, LLC 1,140 $523K 0.04% new 13F-HR Timeline MILESTONE ASSET MANAGEMENT, LLC More: the full row for MILESTONE ASSET MANAGEMENT, LLC 1,138 $522K 0.08% new 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 1,138 $522K 0.02% -208 13F-HR Timeline CORRECT CAPITAL WEALTH MANAGEMENT More: the full row for CORRECT CAPITAL WEALTH MANAGEMENT 1,116 $513K 0.09% -16 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 1,109 $509K 0.08% +6 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 1,107 $508K 0.01% -12 13F-HR Timeline Clark Capital Management Group, Inc. More: the full row for Clark Capital Management Group, Inc. 1,100 $505K <0.01% -47 13F-HR Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 1,080 $496K 0.01% -451 13F-HR Timeline Group INCEPTIONR LLC More: the full row for INCEPTIONR LLC 1,075 $494K 0.12% new 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 1,050 $492K 0.01% +477 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 1,067 $490K 0.05% -78 13F-HR Timeline Militia Capital Management LLC in group Militia Capital Management LLC More: the full row for Militia Capital Management LLC 1,060 $487K 0.09% -100 13F-HR Timeline Group SHP Wealth Management More: the full row for SHP Wealth Management 1,059 $486K 0.03% +192 13F-HR Timeline WASATCH ADVISORS LP More: the full row for WASATCH ADVISORS LP 1,054 $484K <0.01% +71 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 1,040 $477K 0.01% +154 13F-HR Timeline Quantum Portfolio Management LLC More: the full row for Quantum Portfolio Management LLC 1,038 $477K 0.17% +49 13F-HR Timeline Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 1,037 $476K 0.03% -349 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 1,032 $474K 0.03% -15 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 1,031 $473K 0.01% +235 13F-HR Timeline Ameritas Advisory Services, LLC in group Ameritas Investment Partners,… More: the full row for Ameritas Advisory Services, LLC 1,031 $473K 0.01% +547 13F-HR Timeline Group Hillsdale Investment Management Inc. More: the full row for Hillsdale Investment Management Inc. 1,030 $473K 0.01% -1,290 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 1,011 $464K 0.01% -202 13F-HR Timeline Group HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 1,007 $462K 0.03% -838 13F-HR Timeline Simplify Asset Management Inc. More: the full row for Simplify Asset Management Inc. 1,006 $462K 0.01% -68 13F-HR Timeline BANQUE PICTET & CIE SA More: the full row for BANQUE PICTET & CIE SA 1,000 $459K <0.01% -843 13F-HR Timeline Compass Wealth Management, LLC/GA More: the full row for Compass Wealth Management, LLC/GA 1,000 $459K 0.18% 0 13F-HR Timeline Perpetual Ltd in group Perpetual Ltd More: the full row for Perpetual Ltd 994 $456K 0.01% -153 13F-HR Timeline Group F/m Investments LLC More: the full row for F/m Investments LLC 988 $454K 0.02% -241 13F-HR Timeline Dakota Wealth Management More: the full row for Dakota Wealth Management 987 $453K 0.01% new 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 955 $451K 0.03% -7 13F-HR Timeline GAM Holding AG in group GAM Holding AG More: the full row for GAM Holding AG 978 $449K 0.03% 0 13F-HR Timeline Group UMB Bank, n.a. More: the full row for UMB Bank, n.a. 968 $444K 0.01% +83 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 962 $442K 0.02% +478 13F-HR Timeline Gerber Kawasaki Wealth & Investment Man… More: the full row for Gerber Kawasaki Wealth & Investment Management 960 $441K 0.01% +48 13F-HR Timeline Intellectus Partners, LLC More: the full row for Intellectus Partners, LLC 956 $439K 0.08% -8 13F-HR Timeline MN Wealth Advisors, LLC More: the full row for MN Wealth Advisors, LLC 951 $437K 0.19% -440 13F-HR Timeline Cache Advisors, LLC More: the full row for Cache Advisors, LLC 951 $437K 0.04% 0 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 939 $431K 0.02% +47 13F-HR Timeline DELTA ASSET MANAGEMENT LLC/TN More: the full row for DELTA ASSET MANAGEMENT LLC/TN 937 $430K 0.04% 0 13F-HR Timeline Knights of Columbus Asset Advisors LLC More: the full row for Knights of Columbus Asset Advisors LLC 934 $429K 0.02% -65 13F-HR Timeline Purpose Unlimited Inc. in group Purpose Unlimited Inc. More: the full row for Purpose Unlimited Inc. 929 $426K 0.02% new 13F-HR Timeline Group