Harvest Portfolios Group Inc. More: the full row for Harvest Portfolios Group Inc. 31,935 $2.61M 0.05% +9,995 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 31,745 $2.59M 0.05% +3,974 13F-HR Timeline ALPS ADVISORS INC in group ALPS ADVISORS INC More: the full row for ALPS ADVISORS INC 31,728 $2.59M 0.02% -1,727 13F-HR Timeline Group TCW GROUP INC in group TCW GROUP INC More: the full row for TCW GROUP INC 31,689 $2.59M 0.02% new 13F-HR Timeline Group Knights of Columbus Asset Advisors LLC More: the full row for Knights of Columbus Asset Advisors LLC 31,681 $2.59M 0.15% -579 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 31,636 $2.58M 0.23% -346 13F-HR Timeline Bluebird Wealth Management LLC More: the full row for Bluebird Wealth Management LLC 31,571 $2.58M 2.41% 13F-HR Timeline HUSSMAN STRATEGIC ADVISORS, INC. More: the full row for HUSSMAN STRATEGIC ADVISORS, INC. 31,500 $2.57M 0.62% new 13F-HR Timeline Worth Financial Advisory Group, LLC More: the full row for Worth Financial Advisory Group, LLC 31,460 $2.57M 1.24% +2,556 13F-HR Timeline Precision Wealth Strategies, LLC More: the full row for Precision Wealth Strategies, LLC 31,368 $2.56M 0.83% +25,339 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 31,360 $2.56M 0.01% -1,632 13F-HR Timeline Peak Asset Management, LLC More: the full row for Peak Asset Management, LLC 31,307 $2.56M 0.44% +3,506 13F-HR Timeline Garde Capital, Inc. More: the full row for Garde Capital, Inc. 31,129 $2.54M 0.15% +6,535 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 30,998 $2.53M 0.11% -886 13F-HR Timeline RMR Wealth Builders More: the full row for RMR Wealth Builders 30,988 $2.53M 0.2% +5,171 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 30,938 $2.53M 0.12% +24,616 13F-HR/A Timeline Bell & Brown Wealth Advisors, LLC More: the full row for Bell & Brown Wealth Advisors, LLC 30,404 $2.48M 0.8% +470 13F-HR/A Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 30,363 $2.48M 0.2% -2,524 13F-HR Timeline OARSMAN CAPITAL, INC. More: the full row for OARSMAN CAPITAL, INC. 30,358 $2.48M 0.32% +11,728 13F-HR Timeline Compass Wealth Management LLC More: the full row for Compass Wealth Management LLC 30,313 $2.48M 0.62% new 13F-HR Timeline Delaney Dennis R More: the full row for Delaney Dennis R 30,313 $2.48M 1.24% +8,965 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 30,284 $2.47M 0.05% +358 13F-HR Timeline Group Castellan Group More: the full row for Castellan Group 30,174 $2.47M 0.31% new 13F-HR Timeline Norris Financial Group, LLC More: the full row for Norris Financial Group, LLC 30,134 $2.46M 0.84% -2,013 13F-HR Timeline Union Bancaire Privee, UBP SA More: the full row for Union Bancaire Privee, UBP SA 33,083 $2.45M 0.03% +8,436 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 30,027 $2.45M 0.05% +1,238 13F-HR Timeline Group LMR Partners LLP in group LMR Partners LLP More: the full row for LMR Partners LLP 30,000 $2.45M 0.02% -24,980 13F-HR Timeline Group Sphera Management Technology Funds Ltd in group SPHERA FUNDS MANAGEMENT LTD. More: the full row for Sphera Management Technology Funds Ltd 30,000 $2.45M 1.28% 0 13F-HR Timeline Group FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 29,900 $2.44M 0.12% -5,676 13F-HR Timeline DOVER ADVISORS, LLC More: the full row for DOVER ADVISORS, LLC 29,821 $2.44M 0.94% +5,183 13F-HR Timeline Greystone Financial Group, LLC More: the full row for Greystone Financial Group, LLC 29,794 $2.43M 0.38% +2,642 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 29,773 $2.43M 0.06% -11,652 13F-HR Timeline Group Stonehage Fleming Financial Services Ho… in group Stonehage Fleming Financial S… More: the full row for Stonehage Fleming Financial Services Holdings Ltd 29,760 $2.43M 0.07% 0 13F-HR Timeline Group Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 29,701 $2.43M 0.46% -26 13F-HR Timeline HBW ADVISORY SERVICES LLC More: the full row for HBW ADVISORY SERVICES LLC 29,481 $2.41M 0.26% -147 13F-HR Timeline Notis-McConarty Edward More: the full row for Notis-McConarty Edward 29,400 $2.4M 1.11% +9,715 13F-HR Timeline BRANDYWINE MANAGERS, LLC in group BRANDYWINE MANAGERS, LLC More: the full row for BRANDYWINE MANAGERS, LLC 29,354 $2.4M 1.19% 0 13F-HR Timeline Group Argent Trust Co More: the full row for Argent Trust Co 29,239 $2.39M 0.08% -1,106 13F-HR Timeline AXS Investments LLC More: the full row for AXS Investments LLC 29,214 $2.39M 0.82% +123 13F-HR/A Timeline Kurv Investment Management LLC More: the full row for Kurv Investment Management LLC 29,184 $2.38M 2.98% 13F-HR Timeline Nilsine Partners, LLC More: the full row for Nilsine Partners, LLC 29,161 $2.38M 0.21% +3,036 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 29,096 $2.38M 0.52% -126 13F-HR Timeline Strong Retirement Solutions LLC More: the full row for Strong Retirement Solutions LLC 28,997 $2.37M 1.6% 13F-HR Timeline Lazard Freres Gestion S.A.S. More: the full row for Lazard Freres Gestion S.A.S. 29,000 $2.37M 0.04% -10,100 13F-HR Timeline WESTPAC BANKING CORP in group WESTPAC BANKING CORP More: the full row for WESTPAC BANKING CORP 28,985 $2.37M 0.15% +4,020 13F-HR Timeline Group SIT INVESTMENT ASSOCIATES INC in group SIT INVESTMENT ASSOCIATES INC More: the full row for SIT INVESTMENT ASSOCIATES INC 28,890 $2.36M 0.05% +7,290 13F-HR Timeline Group LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 28,796 $2.35M 0.1% -480 13F-HR Timeline Alphadyne Asset Management LP More: the full row for Alphadyne Asset Management LP 28,669 $2.34M 0.23% new 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 28,567 $2.33M 0.03% -1,138 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 27,066 $2.33M 0.08% -107 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 28,549 $2.33M 0.1% +26,972 13F-HR Timeline BALDWIN WEALTH PARTNERS LLC/MA More: the full row for BALDWIN WEALTH PARTNERS LLC/MA 28,385 $2.32M 0.15% +1,118 13F-HR Timeline CSM Advisors, LLC More: the full row for CSM Advisors, LLC 28,240 $2.31M 0.06% new 13F-HR Timeline BUFFALO BUSINESS & ESTATE SERVICES LTD More: the full row for BUFFALO BUSINESS & ESTATE SERVICES LTD 28,198 $2.3M 0.33% 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 28,114 $2.3M 0.1% +10,428 13F-HR Timeline Group CONDOR CAPITAL MANAGEMENT More: the full row for CONDOR CAPITAL MANAGEMENT 28,146 $2.3M 0.19% -183 13F-HR Timeline Torrey Growth & Income Advisors More: the full row for Torrey Growth & Income Advisors 27,957 $2.28M 0.79% -7,368 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 27,955 $2.28M 0.05% -1,510 13F-HR Timeline PETTYJOHN, WOOD & WHITE, INC More: the full row for PETTYJOHN, WOOD & WHITE, INC 27,882 $2.28M 0.36% +1,537 13F-HR Timeline Havemeyer Place LP More: the full row for Havemeyer Place LP 27,784 $2.27M 0.45% 13F-HR Timeline Coppell Advisory Solutions LLC More: the full row for Coppell Advisory Solutions LLC 27,616 $2.27M 0.22% +5,547 13F-HR Timeline Geo Capital Gestora de Recursos Ltd More: the full row for Geo Capital Gestora de Recursos Ltd 27,640 $2.26M 4.67% new 13F-HR Timeline Altman Advisors, Inc. More: the full row for Altman Advisors, Inc. 27,589 $2.25M 0.85% +63 13F-HR Timeline Black Swift Group, LLC More: the full row for Black Swift Group, LLC 27,500 $2.25M 0.37% new 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 27,474 $2.24M 0.14% -984 13F-HR Timeline ALPINE WOODS CAPITAL INVESTORS, LLC in group ALPINE WOODS CAPITAL INVESTOR… More: the full row for ALPINE WOODS CAPITAL INVESTORS, LLC 27,273 $2.23M 0.53% -2,585 13F-HR Timeline Group SIMPLEX TRADING, LLC More: the full row for SIMPLEX TRADING, LLC 27,250 $2.23M 0.06% new 13F-HR Timeline BFSG, LLC More: the full row for BFSG, LLC 27,227 $2.22M 0.22% +4,302 13F-HR Timeline Marathon Wealth Advisors LLC More: the full row for Marathon Wealth Advisors LLC 27,215 $2.22M 0.88% 13F-HR Timeline RB Capital Management, LLC More: the full row for RB Capital Management, LLC 27,214 $2.22M 0.45% +5,111 13F-HR Timeline Canton Hathaway, LLC More: the full row for Canton Hathaway, LLC 27,025 $2.21M 0.43% -540 13F-HR Timeline Zhang Financial LLC More: the full row for Zhang Financial LLC 27,015 $2.21M 0.08% +4,637 13F-HR Timeline Virtu Financial LLC in group Virtu Financial LLC More: the full row for Virtu Financial LLC 26,937 $2.2M 0.09% new 13F-HR Timeline Group Formidable Asset Management, LLC More: the full row for Formidable Asset Management, LLC 22,408 $2.2M 0.32% +3,554 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 26,800 $2.19M 0.06% -472 13F-HR Timeline Dempze Nancy E More: the full row for Dempze Nancy E 26,799 $2.19M 1.14% +7,747 13F-HR Timeline STEVENS CAPITAL MANAGEMENT LP More: the full row for STEVENS CAPITAL MANAGEMENT LP 26,680 $2.18M 0.77% +17,775 13F-HR Timeline HERBST GROUP, LLC More: the full row for HERBST GROUP, LLC 26,650 $2.18M 1.28% -7,950 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 26,544 $2.17M 0.12% -155 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 26,534 $2.17M 0.07% +9,152 13F-HR Timeline FORMULA GROWTH LTD More: the full row for FORMULA GROWTH LTD 26,500 $2.17M 0.83% -3,000 13F-HR Timeline Harel Insurance Investments & Financial… in group Harel Insurance Investments &… More: the full row for Harel Insurance Investments & Financial Services Ltd. 26,460 $2.16M 0.02% -205,140 13F-HR Timeline Group Qtron Investments LLC More: the full row for Qtron Investments LLC 26,415 $2.16M 0.28% -1,375 13F-HR Timeline Jasper Ridge Partners, L.P. More: the full row for Jasper Ridge Partners, L.P. 26,246 $2.14M 0.05% -70 13F-HR Timeline Hudson Value Partners, LLC More: the full row for Hudson Value Partners, LLC 26,092 $2.14M 0.64% -891 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 26,056 $2.13M 0.13% +1,520 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 26,034 $2.13M 0.05% -59 13F-HR Timeline MITCHELL CAPITAL MANAGEMENT CO More: the full row for MITCHELL CAPITAL MANAGEMENT CO 25,998 $2.12M 0.38% -63 13F-HR Timeline ABNER HERRMAN & BROCK LLC More: the full row for ABNER HERRMAN & BROCK LLC 25,830 $2.11M 0.22% -12,643 13F-HR Timeline Myriad Asset Management Advisors LLC group of 2 filers holding More: the full row for Myriad Asset Management Advisors LLC 25,835 $2.11M +13,755 Timeline Concentric Capital Strategies, LP More: the full row for Concentric Capital Strategies, LP 25,813 $2.11M 0.11% -86,014 13F-HR Timeline Empower Advisory Group, LLC in group Empower Annuity Insurance Co … More: the full row for Empower Advisory Group, LLC 25,765 $2.11M 0.01% -8,488 13F-HR Timeline Group Investors Towarzystwo Funduszy Inwestyc… More: the full row for Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna 25,723 $2.1M 0.8% +22,614 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 25,636 $2.09M 0.03% -2,415 13F-HR Timeline Rockingstone Advisors LLC More: the full row for Rockingstone Advisors LLC 25,574 $2.09M 0.95% +500 13F-HR Timeline RNC CAPITAL MANAGEMENT LLC More: the full row for RNC CAPITAL MANAGEMENT LLC 25,536 $2.09M 0.09% -1,351 13F-HR Timeline Clal Insurance Enterprises Holdings Ltd in group Clal Insurance Enterprises Ho… More: the full row for Clal Insurance Enterprises Holdings Ltd 25,495 $2.08M 0.01% +10,948 13F-HR Timeline Group Linscomb Wealth, Inc. More: the full row for Linscomb Wealth, Inc. 25,488 $2.08M 0.09% +568 13F-HR Timeline Coastal Bridge Advisors, LLC More: the full row for Coastal Bridge Advisors, LLC 25,446 $2.08M 0.16% +946 13F-HR Timeline M Holdings Securities, Inc. More: the full row for M Holdings Securities, Inc. 25,342 $2.07M 0.15% new 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 25,318 $2.07M 0.1% +635 13F-HR Timeline Elefante Mark B More: the full row for Elefante Mark B 25,225 $2.06M 1.26% +7,785 13F-HR Timeline BloombergSen Inc. More: the full row for BloombergSen Inc. 25,189 $2.06M 0.22% +2,612 13F-HR Timeline GSA CAPITAL PARTNERS LLP More: the full row for GSA CAPITAL PARTNERS LLP 25,155 $2.06M 0.18% +2,073 13F-HR Timeline ROMANO BROTHERS AND COMPANY More: the full row for ROMANO BROTHERS AND COMPANY 25,044 $2.05M 0.23% +3,612 13F-HR Timeline GS Investments, Inc. More: the full row for GS Investments, Inc. 25,017 $2.04M 1.11% +13,905 13F-HR Timeline Firsthand Capital Management, Inc. More: the full row for Firsthand Capital Management, Inc. 25,000 $2.04M 3.79% 0 13F-HR Timeline Summa Corp. More: the full row for Summa Corp. 25,000 $2.04M 0.88% -207 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 24,873 $2.03M 0.32% -882 13F-HR Timeline Marshall Financial Group, LLC More: the full row for Marshall Financial Group, LLC 24,757 $2.02M 0.39% +336 13F-HR Timeline Linden Thomas Advisory Services, LLC More: the full row for Linden Thomas Advisory Services, LLC 24,681 $2.02M 0.2% -104 13F-HR Timeline Waterloo Capital, L.P. More: the full row for Waterloo Capital, L.P. 24,559 $2.01M 0.14% -4,114 13F-HR Timeline Oakmont Investment Advisors, Inc. More: the full row for Oakmont Investment Advisors, Inc. 24,494 $2M 1.47% 13F-HR Timeline CMT Capital Markets Trading GmbH in group CMT Capital Markets Trading G… More: the full row for CMT Capital Markets Trading GmbH 24,451 $2M 1.32% -33,023 13F-HR/A Timeline Group Palacios Wealth Management, LLC More: the full row for Palacios Wealth Management, LLC 24,364 $1.99M 1.52% -8,994 13F-HR Timeline Objectivity Squared, LLC More: the full row for Objectivity Squared, LLC 24,331 $1.99M 1.11% +1,022 13F-HR Timeline GREENLEAF TRUST More: the full row for GREENLEAF TRUST 24,121 $1.97M 0.02% -353 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 24,082 $1.97M 0.12% -7,455 13F-HR Timeline Group Hudson Canyon Capital Management More: the full row for Hudson Canyon Capital Management 23,994 $1.96M 1.15% 0 13F-HR Timeline Menard Financial Group LLC More: the full row for Menard Financial Group LLC 23,987 $1.96M 1.35% +275 13F-HR Timeline RDA Financial Network More: the full row for RDA Financial Network 23,892 $1.95M 0.47% +366 13F-HR Timeline MATTERS CAPITAL LLC More: the full row for MATTERS CAPITAL LLC 23,835 $1.95M 1.59% 13F-HR Timeline Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 23,820 $1.95M 0.03% -1,645 13F-HR Timeline Group SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 23,799 $1.94M 0.04% +2,038 13F-HR Timeline WealthPlan Investment Management, LLC More: the full row for WealthPlan Investment Management, LLC 23,709 $1.94M 0.12% +5,263 13F-HR Timeline Churchill Financial Advisors, LLC More: the full row for Churchill Financial Advisors, LLC 23,704 $1.94M 0.59% 13F-HR Timeline Empire Financial Management Company, LLC More: the full row for Empire Financial Management Company, LLC 23,659 $1.93M 0.42% +321 13F-HR Timeline Intellectus Partners, LLC More: the full row for Intellectus Partners, LLC 23,603 $1.93M 0.37% -4,906 13F-HR Timeline Navalign, LLC More: the full row for Navalign, LLC 23,581 $1.93M 0.47% +158 13F-HR Timeline PRINCETON CAPITAL MANAGEMENT LLC More: the full row for PRINCETON CAPITAL MANAGEMENT LLC 23,517 $1.92M 0.5% +1,690 13F-HR Timeline Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 23,475 $1.92M 0.12% -921 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 23,286 $1.91M 0.07% +1,005 13F-HR Timeline Mengis Capital Management, Inc. More: the full row for Mengis Capital Management, Inc. 23,275 $1.9M 0.34% -1,800 13F-HR Timeline Jaffetilchin Investment Partners, LLC More: the full row for Jaffetilchin Investment Partners, LLC 23,215 $1.9M 0.11% +2,569 13F-HR Timeline Trivant Custom Portfolio Group, LLC More: the full row for Trivant Custom Portfolio Group, LLC 23,184 $1.89M 1.09% -477 13F-HR Timeline Runnymede Capital Advisors, Inc. More: the full row for Runnymede Capital Advisors, Inc. 23,184 $1.89M 1.09% new 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 23,131 $1.89M 0.04% -12,120 13F-HR Timeline PARADIGM ASSET MANAGEMENT CO LLC More: the full row for PARADIGM ASSET MANAGEMENT CO LLC 23,100 $1.89M 0.44% -1,500 13F-HR Timeline Horizon Investment Services, LLC More: the full row for Horizon Investment Services, LLC 23,089 $1.89M 0.68% -3,972 13F-HR Timeline BLODGETT WEALTH ADVISORS, LLC More: the full row for BLODGETT WEALTH ADVISORS, LLC 22,975 $1.88M 1.31% +7,745 13F-HR Timeline United Capital Management of KS, Inc. More: the full row for United Capital Management of KS, Inc. 22,963 $1.88M 0.26% -11,109 13F-HR/A Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 22,899 $1.87M 0.03% +1,218 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 22,733 $1.86M 0.02% -907 13F-HR Timeline DOLIVER ADVISORS, LP More: the full row for DOLIVER ADVISORS, LP 22,653 $1.85M 0.46% -121 13F-HR Timeline Eos Management, L.P. More: the full row for Eos Management, L.P. 22,579 $1.84M 0.72% 0 13F-HR/A Timeline Castle Rock Wealth Management, LLC More: the full row for Castle Rock Wealth Management, LLC 23,729 $1.83M 0.4% -464 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 22,393 $1.83M 0.06% new 13F-HR Timeline Accretive Wealth Partners, LLC More: the full row for Accretive Wealth Partners, LLC 22,320 $1.82M 0.54% -517 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 22,309 $1.82M 0.1% +6,370 13F-HR Timeline Teamwork Financial Advisors, LLC More: the full row for Teamwork Financial Advisors, LLC 22,244 $1.82M 0.19% -14,216 13F-HR Timeline WT Wealth Management More: the full row for WT Wealth Management 22,211 $1.81M 0.52% +2,133 13F-HR Timeline SYKON CAPITAL LLC More: the full row for SYKON CAPITAL LLC 22,079 $1.8M 0.58% +62 13F-HR Timeline HEADINVEST, LLC More: the full row for HEADINVEST, LLC 22,057 $1.8M 0.36% +195 13F-HR Timeline Richard Bernstein Advisors LLC More: the full row for Richard Bernstein Advisors LLC 21,828 $1.78M 0.05% -2,510 13F-HR Timeline Mission Creek Capital Partners, Inc. More: the full row for Mission Creek Capital Partners, Inc. 21,827 $1.78M 0.36% +176 13F-HR Timeline Carmel Capital Partners, LLC More: the full row for Carmel Capital Partners, LLC 21,808 $1.78M 0.63% +8,331 13F-HR Timeline Essex Financial Services, Inc. group of 2 filers holding More: the full row for Essex Financial Services, Inc. 21,772 $1.78M +3,814 Timeline ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 21,693 $1.77M 0.1% +424 13F-HR Timeline Group Hardy Reed LLC More: the full row for Hardy Reed LLC 21,609 $1.77M 0.13% +205 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 21,585 $1.76M 0.17% +737 13F-HR Timeline Garden State Investment Advisory Servic… More: the full row for Garden State Investment Advisory Services LLC 21,473 $1.75M 0.42% +3,714 13F-HR Timeline Elevate Capital Advisors, LLC More: the full row for Elevate Capital Advisors, LLC 21,313 $1.74M 1.15% -9,676 13F-HR Timeline Citizens National Bank Trust Department More: the full row for Citizens National Bank Trust Department 21,272 $1.74M 0.3% +591 13F-HR Timeline PROFUND ADVISORS LLC More: the full row for PROFUND ADVISORS LLC 21,167 $1.73M 0.05% -2,965 13F-HR Timeline V-Square Quantitative Management LLC More: the full row for V-Square Quantitative Management LLC 21,140 $1.73M 0.18% +3,478 13F-HR Timeline 5T Wealth, LLC More: the full row for 5T Wealth, LLC 21,137 $1.73M 0.69% -658 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 21,072 $1.72M 0.05% -19,122 13F-HR Timeline Fairtree Asset Management (Pty) Ltd More: the full row for Fairtree Asset Management (Pty) Ltd 20,978 $1.71M 0.79% +12,444 13F-HR Timeline Portside Wealth Group, LLC More: the full row for Portside Wealth Group, LLC 20,950 $1.71M 0.23% -3,033 13F-HR Timeline Clarkston Capital Partners, LLC More: the full row for Clarkston Capital Partners, LLC 20,860 $1.7M 0.04% new 13F-HR Timeline STEINBERG ASSET MANAGEMENT LLC More: the full row for STEINBERG ASSET MANAGEMENT LLC 20,824 $1.7M 1.27% +5,248 13F-HR Timeline Tradition Wealth Management, LLC More: the full row for Tradition Wealth Management, LLC 20,793 $1.7M 0.12% +1,337 13F-HR Timeline Thompson David Blair More: the full row for Thompson David Blair 20,773 $1.7M 0.97% 13F-HR Timeline RETIREMENT GUYS FORMULA LLC More: the full row for RETIREMENT GUYS FORMULA LLC 20,763 $1.7M 0.77% +645 13F-HR Timeline Ascent Wealth Partners, LLC More: the full row for Ascent Wealth Partners, LLC 20,686 $1.69M 0.19% +353 13F-HR Timeline Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 20,094 $1.68M 0.11% -3,653 13F-HR Timeline 17 CAPITAL PARTNERS, LLC More: the full row for 17 CAPITAL PARTNERS, LLC 20,485 $1.67M 0.87% -4,908 13F-HR Timeline OXFORD ASSET MANAGEMENT LLP More: the full row for OXFORD ASSET MANAGEMENT LLP 20,463 $1.67M 0.59% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Strengthening Families & Communities, L… More: the full row for Strengthening Families & Communities, LLC 20,386 $1.67M 0.59% +85 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 20,346 $1.66M 0.05% -86 13F-HR Timeline EAGLE ROCK INVESTMENT COMPANY, LLC More: the full row for EAGLE ROCK INVESTMENT COMPANY, LLC 20,288 $1.66M 0.23% +17 13F-HR Timeline Patten Group, Inc. More: the full row for Patten Group, Inc. 20,254 $1.65M 0.31% +2,097 13F-HR Timeline Bernard Wealth Management Corp. More: the full row for Bernard Wealth Management Corp. 20,244 $1.65M 0.67% -3,652 13F-HR Timeline Clarus Wealth Advisors More: the full row for Clarus Wealth Advisors 19,268 $1.65M 0.68% +4,122 13F-HR Timeline Pine Valley Investments Ltd Liability Co More: the full row for Pine Valley Investments Ltd Liability Co 20,111 $1.64M 0.08% +81 13F-HR Timeline Naviter Wealth, LLC More: the full row for Naviter Wealth, LLC 20,074 $1.64M 0.21% -694 13F-HR Timeline ICONIQ Capital, LLC in group ICONIQ Capital, LLC More: the full row for ICONIQ Capital, LLC 20,014 $1.64M 0.02% -41,119 13F-HR Timeline Group Virtus Investment Advisers, LLC in group Virtus Investment Advisers, L… More: the full row for Virtus Investment Advisers, LLC 19,988 $1.63M 0.44% -238 13F-HR Timeline Group Guardian Partners Inc. in group GUARDIAN CAPITAL LP More: the full row for Guardian Partners Inc. 22,032 $1.62M 0.13% +1,400 13F-HR Timeline Group Pinnacle Financial Partners, Inc. in group Pinnacle Financial Partners, … More: the full row for Pinnacle Financial Partners, Inc. 19,809 $1.62M 0.01% 13F-HR/A Timeline Group Fulton Bank, N.A. 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