Compound Planning, Inc. More: the full row for Compound Planning, Inc. 13,494 $1.23M 0.04% -2,803 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 13,364 $1.22M 0.04% -3,473 13F-HR Timeline 111 Capital More: the full row for 111 Capital 12,829 $1.2M 0.3% -7,374 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 12,760 $1.19M 0.12% new 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 12,872 $1.17M 0.02% new 13F-HR Timeline 17 CAPITAL PARTNERS, LLC More: the full row for 17 CAPITAL PARTNERS, LLC 12,758 $1.16M 0.6% 0 13F-HR Timeline Mork Capital Management, LLC More: the full row for Mork Capital Management, LLC 16,690 $1.16M 0.82% 0 13F-HR Timeline Persium Advisors, LLC More: the full row for Persium Advisors, LLC 12,673 $1.15M 0.91% new 13F-HR Timeline Gibbs Wealth Management More: the full row for Gibbs Wealth Management 12,519 $1.14M 0.15% +9,193 13F-HR Timeline Phillips Wealth Planners LLC More: the full row for Phillips Wealth Planners LLC 12,476 $1.13M 0.85% -343 13F-HR Timeline FLPUTNAM INVESTMENT MANAGEMENT CO More: the full row for FLPUTNAM INVESTMENT MANAGEMENT CO 12,252 $1.11M 0.02% -63,534 13F-HR Timeline CHESAPEAKE CAPITAL CORP /IL/ More: the full row for CHESAPEAKE CAPITAL CORP /IL/ 12,025 $1.09M 0.79% 0 13F-HR Timeline HEADINVEST, LLC More: the full row for HEADINVEST, LLC 12,000 $1.09M 0.22% 0 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 11,992 $1.09M 0.01% -2,395 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 11,958 $1.09M 0.07% -44 13F-HR Timeline PROFUND ADVISORS LLC More: the full row for PROFUND ADVISORS LLC 11,936 $1.09M 0.04% -1,859 13F-HR Timeline denkapparat Operations GmbH More: the full row for denkapparat Operations GmbH 11,588 $1.08M 0.45% new 13F-HR Timeline Capital Research Global Investors in group Capital Research Global Inves… More: the full row for Capital Research Global Investors 11,648 $1.08M <0.01% -1,212 13F-HR Timeline Group Linden Thomas Advisory Services, LLC More: the full row for Linden Thomas Advisory Services, LLC 11,815 $1.07M 0.1% +497 13F-HR Timeline Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 11,773 $1.07M 0.07% new 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 11,763 $1.07M 0.21% new 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 11,747 $1.07M 0.08% -2,560 13F-HR Timeline Plan A Wealth LLC More: the full row for Plan A Wealth LLC 11,735 $1.07M 0.51% new 13F-HR Timeline Hartford Funds Management Co LLC More: the full row for Hartford Funds Management Co LLC 11,272 $1.05M 0.09% -1,364 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 11,570 $1.05M 0.03% new 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 11,481 $1.04M 0.1% new 13F-HR Timeline Group Procyon Advisors, LLC More: the full row for Procyon Advisors, LLC 11,242 $1.02M 0.05% new 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 11,136 $1.01M 0.01% +10,856 13F-HR Timeline Intrua Financial, LLC More: the full row for Intrua Financial, LLC 10,996 $1M 0.11% -1,551 13F-HR Timeline VERUS CAPITAL PARTNERS, LLC More: the full row for VERUS CAPITAL PARTNERS, LLC 10,904 $992K 0.07% +1,215 13F-HR Timeline Qtron Investments LLC More: the full row for Qtron Investments LLC 10,687 $978K 0.13% +2,463 13F-HR Timeline ARGONAUTICA PRIVATE WEALTH MANAGEMENT, … More: the full row for ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC 10,734 $977K 0.3% +650 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 10,732 $976K 0.05% +167 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 10,654 $970K 0.03% +558 13F-HR Timeline Beverly Hills Private Wealth, LLC More: the full row for Beverly Hills Private Wealth, LLC 10,621 $966K 0.16% -48 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 10,523 $957K 0.02% +113 13F-HR Timeline Independent Solutions Wealth Management… More: the full row for Independent Solutions Wealth Management, LLC 10,468 $952K 0.14% 0 13F-HR Timeline GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 10,421 $949K 0.04% +1,125 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 10,399 $946K 0.01% +6,949 13F-HR Timeline SYCOMORE ASSET MANAGEMENT More: the full row for SYCOMORE ASSET MANAGEMENT 12,710 $933K 0.13% 0 13F-HR Timeline Saranac Partners Ltd More: the full row for Saranac Partners Ltd 11,091 $933K 0.4% -9,529 13F-HR Timeline Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 10,226 $930K 0.03% -50 13F-HR Timeline Gallacher Capital Management LLC More: the full row for Gallacher Capital Management LLC 10,192 $927K 0.36% +1,052 13F-HR Timeline EPG Wealth Management LLC More: the full row for EPG Wealth Management LLC 10,186 $927K 0.25% +473 13F-HR Timeline Fideuram Asset Management (Ireland) dac More: the full row for Fideuram Asset Management (Ireland) dac 14,785 $926K 0.12% new 13F-HR Timeline TRED AVON FAMILY WEALTH, LLC More: the full row for TRED AVON FAMILY WEALTH, LLC 10,152 $924K 0.31% -1,675 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 10,074 $917K 0.03% +1,104 13F-HR/A Timeline Group Aull & Monroe Investment Management Corp More: the full row for Aull & Monroe Investment Management Corp 10,023 $912K 0.42% new 13F-HR Timeline Walleye Capital LLC group of 2 filers holding More: the full row for Walleye Capital LLC 10,021 $912K -44,246 Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 9,914 $902K <0.01% new 13F-HR Timeline Group Summit Global Investments in group Summit Global Investments More: the full row for Summit Global Investments 9,800 $892K 0.05% +2,176 13F-HR Timeline Group Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 9,661 $879K 0.05% -61 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 9,535 $867K <0.01% -1,575 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 9,300 $863K 0.29% +2,790 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 9,341 $856K 0.01% -259 13F-HR Timeline SUMMIT SECURITIES GROUP LLC More: the full row for SUMMIT SECURITIES GROUP LLC 9,400 $855K 0.42% +7,500 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 9,310 $850K 0.02% -2,073 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 9,205 $837K 0.01% -108 13F-HR Timeline Legacy Capital Group California, Inc. More: the full row for Legacy Capital Group California, Inc. 8,997 $819K 0.31% -995 13F-HR Timeline Crumly & Associates Inc. More: the full row for Crumly & Associates Inc. 8,997 $819K 0.17% +121 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 8,928 $812K 0.04% +1,712 13F-HR Timeline Argent Trust Co More: the full row for Argent Trust Co 8,692 $791K 0.03% -712 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 8,666 $788K 0.02% +811 13F-HR Timeline Group J2 Capital Management Inc More: the full row for J2 Capital Management Inc 8,548 $778K 0.53% +392 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 8,448 $771K 0.01% +165 13F-HR Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 8,479 $771K <0.01% +464 13F-HR Timeline Group SkyView Investment Advisors, LLC More: the full row for SkyView Investment Advisors, LLC 8,471 $771K 0.1% 0 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 8,431 $767K 0.01% -1,977 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 8,399 $764K 0.05% +7 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 8,387 $763K 0.02% +477 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 8,356 $760K 0.01% +876 13F-HR/A Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 8,348 $759K 0.02% -184 13F-HR Timeline LOUISBOURG INVESTMENTS INC. More: the full row for LOUISBOURG INVESTMENTS INC. 8,240 $750K 0.14% +1,000 13F-HR Timeline BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 8,172 $743K <0.01% -2,705 13F-HR Timeline Group SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 8,151 $742K 0.04% +1,694 13F-HR Timeline Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 8,137 $740K 0.1% +773 13F-HR Timeline Bank & Trust Co More: the full row for Bank & Trust Co 7,911 $737K 0.5% new 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 8,076 $735K 0.02% -117 13F-HR Timeline PICTET BANK & TRUST Ltd More: the full row for PICTET BANK & TRUST Ltd 7,860 $733K 0.96% new 13F-HR Timeline Lester Murray Antman dba SimplyRich More: the full row for Lester Murray Antman dba SimplyRich 8,035 $731K 0.19% new 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 7,959 $724K 0.01% -472 13F-HR Timeline Hendershot Investments Inc. More: the full row for Hendershot Investments Inc. 7,945 $723K 0.1% new 13F-HR Timeline Cohen Investment Advisors LLC More: the full row for Cohen Investment Advisors LLC 7,628 $711K 0.34% +95 13F-HR Timeline Sunpointe, LLC More: the full row for Sunpointe, LLC 7,640 $709K 0.23% new 13F-HR Timeline COURIER CAPITAL LLC More: the full row for COURIER CAPITAL LLC 7,726 $703K 0.04% -2,090 13F-HR/A Timeline SENTINEL TRUST CO LBA More: the full row for SENTINEL TRUST CO LBA 7,645 $696K 0.07% 0 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 7,612 $693K 0.04% +1,344 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 7,577 $690K 0.02% +169 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 7,563 $688K 0.06% +3,182 13F-HR Timeline Aries Wealth Management More: the full row for Aries Wealth Management 7,439 $680K 0.15% 0 13F-HR Timeline GENESIS PRIVATE WEALTH, LLC More: the full row for GENESIS PRIVATE WEALTH, LLC 7,404 $674K 0.21% +475 13F-HR Timeline Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 7,354 $669K 0.04% +3,717 13F-HR Timeline Global Assets Advisory, LLC More: the full row for Global Assets Advisory, LLC 7,349 $669K 0.19% +26 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 7,282 $666K 0.06% +1,241 13F-HR Timeline Group Miller Global Investments, LLC More: the full row for Miller Global Investments, LLC 7,318 $666K 0.61% new 13F-HR Timeline Legacy Capital Wealth Partners, LLC More: the full row for Legacy Capital Wealth Partners, LLC 7,218 $657K 0.14% -2,078 13F-HR Timeline Monument Capital Management More: the full row for Monument Capital Management 7,196 $655K 0.16% -49 13F-HR Timeline Larry Mathis Financial Planning, LLC More: the full row for Larry Mathis Financial Planning, LLC 7,152 $651K 0.58% -94 13F-HR Timeline Henry James International Management In… More: the full row for Henry James International Management Inc. 7,143 $650K 0.23% 0 13F-HR Timeline OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 7,124 $648K 0.01% -65 13F-HR Timeline D. E. Shaw & Co., Inc. in group D. E. Shaw & Co., Inc. More: the full row for D. E. Shaw & Co., Inc. 6,929 $648K <0.01% -7,572 13F-HR Timeline Group CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 7,107 $647K 0.01% new 13F-HR Timeline Group PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 7,060 $642K 0.01% -1,133 13F-HR Timeline Group First Interstate Bank More: the full row for First Interstate Bank 7,000 $637K 0.04% new 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 6,756 $630K 0.02% -1,000 13F-HR Timeline Group Calydon Capital More: the full row for Calydon Capital 6,897 $627K 0.1% 0 13F-HR Timeline KINTRA WEALTH, LLC More: the full row for KINTRA WEALTH, LLC 6,841 $622K 0.04% +1,571 13F-HR Timeline CAPITAL FINANCIAL GROUP INC\CO\ /ADV More: the full row for CAPITAL FINANCIAL GROUP INC\CO\ /ADV 6,820 $620K 0.34% +885 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 6,808 $619K 0.04% -144 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 6,789 $618K 0.03% +2,738 13F-HR Timeline ADVISORTRUST PARTNERS, LLC More: the full row for ADVISORTRUST PARTNERS, LLC 6,742 $613K 0.26% -1,302 13F-HR Timeline Decker Wealth Management LLC More: the full row for Decker Wealth Management LLC 6,730 $612K 0.14% 0 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 6,711 $611K 0.05% -270 13F-HR Timeline BOS Asset Management, LLC More: the full row for BOS Asset Management, LLC 6,588 $599K 0.15% 0 13F-HR Timeline EARNED WEALTH ADVISORS, LLC More: the full row for EARNED WEALTH ADVISORS, LLC 6,539 $595K 0.04% +1,049 13F-HR Timeline HARBOUR INVESTMENT MANAGEMENT LLC More: the full row for HARBOUR INVESTMENT MANAGEMENT LLC 6,459 $594K 0.32% -475 13F-HR Timeline Hardy Reed LLC More: the full row for Hardy Reed LLC 6,512 $592K 0.04% +305 13F-HR Timeline SmartHarvest Portfolios, LLC More: the full row for SmartHarvest Portfolios, LLC 6,481 $590K 0.25% +1,015 13F-HR Timeline CARY STREET PARTNERS ASSET MANAGEMENT L… group of 2 filers holding More: the full row for CARY STREET PARTNERS ASSET MANAGEMENT LLC 6,479 $589K +115 Timeline Baker Ellis Asset Management LLC More: the full row for Baker Ellis Asset Management LLC 6,453 $587K 0.07% -2,000 13F-HR Timeline Douglass Winthrop Advisors, LLC More: the full row for Douglass Winthrop Advisors, LLC 6,400 $582K 0.01% 0 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 6,379 $580K 0.01% -243 13F-HR Timeline Portside Wealth Group, LLC More: the full row for Portside Wealth Group, LLC 6,379 $580K 0.08% +244 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 6,371 $580K 0.01% -2,846 13F-HR Timeline LAUREL OAK WEALTH MANAGEMENT, LLC More: the full row for LAUREL OAK WEALTH MANAGEMENT, LLC 6,358 $578K 0.1% -653 13F-HR Timeline SAGE RHINO CAPITAL LLC More: the full row for SAGE RHINO CAPITAL LLC 6,302 $573K 0.11% +68 13F-HR Timeline ATLANTIC FAMILY WEALTH, LLC More: the full row for ATLANTIC FAMILY WEALTH, LLC 6,284 $572K 0.41% -59 13F-HR Timeline VICTORY CAPITAL MANAGEMENT INC More: the full row for VICTORY CAPITAL MANAGEMENT INC 7,024 $568K <0.01% new 13F-HR Timeline Triad Wealth Partners, LLC More: the full row for Triad Wealth Partners, LLC 6,226 $566K 0.04% +287 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 6,150 $566K 0.01% -15,291 13F-HR Timeline Alvarez & Marsal Private Wealth Partner… More: the full row for Alvarez & Marsal Private Wealth Partners, LLC 6,199 $564K 0.08% new 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 6,145 $564K 0.02% +2,190 13F-HR Timeline Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 6,194 $564K 0.04% -140 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 6,139 $559K 0.03% 0 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 6,096 $555K <0.01% -1,363 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 6,184 $553K 0.02% -24 13F-HR Timeline FSM Wealth Advisors, LLC More: the full row for FSM Wealth Advisors, LLC 6,057 $551K 0.07% -32 13F-HR Timeline ANCHYRA PARTNERS LLC More: the full row for ANCHYRA PARTNERS LLC 6,034 $549K 0.17% +911 13F-HR Timeline Frec Markets, Inc. in group Frec Markets, Inc. More: the full row for Frec Markets, Inc. 5,925 $539K 0.09% +1,660 13F-HR Timeline Group Cordatus Wealth Management LLC More: the full row for Cordatus Wealth Management LLC 5,901 $537K 0.13% +1,301 13F-HR Timeline Asset One Wealth Management LLC More: the full row for Asset One Wealth Management LLC 6,068 $536K 0.06% 0 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 5,757 $524K <0.01% +249 13F-HR Timeline WoodTrust Financial Corp in group WoodTrust Financial Corp More: the full row for WoodTrust Financial Corp 5,750 $523K 0.07% 0 13F-HR Timeline Group FDx Advisors, Inc. More: the full row for FDx Advisors, Inc. 5,713 $520K 0.17% new 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 5,594 $512K 0.03% -1,186 13F-HR Timeline 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 5,623 $512K 0.35% +60 13F-HR Timeline SCOTIA CAPITAL INC. More: the full row for SCOTIA CAPITAL INC. 5,572 $507K <0.01% +815 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 5,438 $506K 0.04% +96 13F-HR Timeline XXI WEALTH, LLC More: the full row for XXI WEALTH, LLC 5,514 $502K 0.28% new 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 5,513 $502K 0.03% +119 13F-HR Timeline 180 WEALTH ADVISORS, LLC More: the full row for 180 WEALTH ADVISORS, LLC 5,510 $501K 0.06% new 13F-HR Timeline ALTA CAPITAL MANAGEMENT LLC/ More: the full row for ALTA CAPITAL MANAGEMENT LLC/ 5,485 $499K 0.04% new 13F-HR Timeline NEW WAVE WEALTH ADVISORS LLC More: the full row for NEW WAVE WEALTH ADVISORS LLC 5,437 $495K 0.17% +58 13F-HR Timeline OpenArc Corporate Advisory, LLC More: the full row for OpenArc Corporate Advisory, LLC 5,341 $486K 0.01% +604 13F-HR Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 5,216 $484K 0.04% +344 13F-HR Timeline GSA CAPITAL PARTNERS LLP More: the full row for GSA CAPITAL PARTNERS LLP 5,302 $482K 0.03% new 13F-HR Timeline WORLDQUANT MILLENNIUM ADVISORS LLC More: the full row for WORLDQUANT MILLENNIUM ADVISORS LLC 5,139 $480K <0.01% -169,047 13F-HR Timeline Drucker Wealth 3.0, LLC More: the full row for Drucker Wealth 3.0, LLC 5,233 $476K 0.08% +445 13F-HR Timeline MILLER HOWARD INVESTMENTS INC /NY More: the full row for MILLER HOWARD INVESTMENTS INC /NY 5,215 $474K 0.01% -3,993 13F-HR Timeline IFS Group,LLC More: the full row for IFS Group,LLC 5,209 $474K 0.42% 13F-HR Timeline Symphony Financial, Ltd. Co. More: the full row for Symphony Financial, Ltd. Co. 5,093 $473K 0.06% new 13F-HR Timeline Community Bank & Trust, Waco, Texas More: the full row for Community Bank & Trust, Waco, Texas 5,072 $473K 0.09% new 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 5,197 $473K 0.03% +817 13F-HR Timeline ASPIRIANT, LLC More: the full row for ASPIRIANT, LLC 5,190 $472K 0.01% +471 13F-HR Timeline DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 5,183 $472K 0.1% -787 13F-HR Timeline CAHILL FINANCIAL ADVISORS INC More: the full row for CAHILL FINANCIAL ADVISORS INC 5,176 $471K 0.05% 0 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 5,100 $464K 0.03% new 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 5,217 $462K 0.01% -499 13F-HR Timeline SIG BROKERAGE, LP More: the full row for SIG BROKERAGE, LP 5,013 $456K 0.13% new 13F-HR Timeline ABNER HERRMAN & BROCK LLC More: the full row for ABNER HERRMAN & BROCK LLC 5,000 $455K 0.05% 0 13F-HR Timeline KORNITZER CAPITAL MANAGEMENT INC /KS More: the full row for KORNITZER CAPITAL MANAGEMENT INC /KS 4,953 $451K 0.01% 0 13F-HR Timeline SOMERVILLE KURT F More: the full row for SOMERVILLE KURT F 4,900 $446K 0.12% 0 13F-HR Timeline Connecticut Capital Management Group, L… More: the full row for Connecticut Capital Management Group, LLC 4,831 $440K 0.42% -62 13F-HR Timeline Third View Private Wealth, LLC More: the full row for Third View Private Wealth, LLC 4,819 $438K 0.06% -254 13F-HR Timeline Innova Wealth Partners More: the full row for Innova Wealth Partners 4,812 $438K 0.21% -20 13F-HR Timeline one8zero8, LLC More: the full row for one8zero8, LLC 4,800 $437K 0.1% -2,000 13F-HR Timeline Magnus Financial Group LLC More: the full row for Magnus Financial Group LLC 4,756 $433K 0.04% +254 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 4,752 $432K 0.01% +202 13F-HR Timeline JGP Wealth Management, LLC More: the full row for JGP Wealth Management, LLC 4,744 $432K 0.04% +1,214 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 4,719 $429K 0.03% -78 13F-HR Timeline Net Worth Advisory Group More: the full row for Net Worth Advisory Group 4,613 $420K 0.09% new 13F-HR Timeline Gotham Asset Management, LLC More: the full row for Gotham Asset Management, LLC 4,611 $420K <0.01% -48 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 4,593 $418K 0.02% new 13F-HR/A Timeline OneAscent Financial Services LLC in group OneAscent Financial Services … More: the full row for OneAscent Financial Services LLC 4,560 $415K 0.02% new 13F-HR Timeline Group BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 4,533 $413K <0.01% -421 13F-HR Timeline Group Walkner Condon Financial Advisors LLC More: the full row for Walkner Condon Financial Advisors LLC 4,507 $410K 0.05% +571 13F-HR Timeline DECISION INVESTMENTS, INC More: the full row for DECISION INVESTMENTS, INC 4,493 $409K 0.46% +41 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 4,489 $408K 0.01% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Symphony Financial Services, Inc. More: the full row for Symphony Financial Services, Inc. 4,393 $400K 0.21% 0 13F-HR Timeline MITCHELL & PAHL PRIVATE WEALTH, LLC More: the full row for MITCHELL & PAHL PRIVATE WEALTH, LLC 4,380 $398K 0.16% -14 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 4,373 $398K 0.02% +17 13F-HR Timeline UHLMANN PRICE SECURITIES, LLC More: the full row for UHLMANN PRICE SECURITIES, LLC 4,366 $396K 0.03% +445 13F-HR Timeline Fortitude Advisory Group L.L.C. More: the full row for Fortitude Advisory Group L.L.C. 4,354 $396K 0.18% -10 13F-HR Timeline Cetera Trust Company, N.A More: the full row for Cetera Trust Company, N.A 4,340 $395K 0.22% new 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 4,311 $392K 0.01% +696 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 4,227 $389K 0.05% -152 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 4,252 $387K 0.01% +1,094 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 4,212 $387K 0.13% 0 13F-HR Timeline MONETARY MANAGEMENT GROUP INC More: the full row for MONETARY MANAGEMENT GROUP INC 4,250 $387K 0.09% -3,000 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 4,227 $385K 0.01% -1,400 13F-HR Timeline