Key Client Fiduciary Advisors, LLC More: the full row for Key Client Fiduciary Advisors, LLC 7,191 $2.41M 0.7% -914 13F-HR Timeline Chesley Taft & Associates LLC More: the full row for Chesley Taft & Associates LLC 7,173 $2.4M 0.09% -972 13F-HR Timeline Quantbot Technologies LP More: the full row for Quantbot Technologies LP 7,169 $2.4M 0.09% -934 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 7,116 $2.38M 0.11% -2,524 13F-HR Timeline Delta Investment Management, LLC More: the full row for Delta Investment Management, LLC 7,081 $2.37M 0.39% -47 13F-HR Timeline IKE Capital, LLC More: the full row for IKE Capital, LLC 7,065 $2.37M 1.24% +4,665 13F-HR Timeline Peterson Wealth Services More: the full row for Peterson Wealth Services 7,006 $2.35M 0.51% +252 13F-HR Timeline Investment Research Partners LLC More: the full row for Investment Research Partners LLC 7,001 $2.34M 0.79% +259 13F-HR Timeline GABELLI FUNDS LLC in group GAMCO Investors (Gabelli) More: the full row for GABELLI FUNDS LLC 7,000 $2.34M 0.01% -2,500 13F-HR Timeline Group ADVENT CAPITAL MANAGEMENT /DE/ More: the full row for ADVENT CAPITAL MANAGEMENT /DE/ 7,000 $2.34M 0.05% new 13F-HR Timeline Innovative Asset Advisors Group, LLC More: the full row for Innovative Asset Advisors Group, LLC 6,997 $2.34M 1.03% -352 13F-HR Timeline OneAscent Financial Services LLC in group OneAscent Financial Services … More: the full row for OneAscent Financial Services LLC 6,995 $2.34M 0.11% +221 13F-HR Timeline Group Reliant Investment Partners, LLC More: the full row for Reliant Investment Partners, LLC 6,991 $2.34M 1.59% +3,663 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 6,982 $2.34M 0.09% +1,893 13F-HR Timeline VERUS CAPITAL PARTNERS, LLC More: the full row for VERUS CAPITAL PARTNERS, LLC 6,970 $2.33M 0.13% +5,329 13F-HR Timeline MASTERINVEST Kapitalanlage GmbH More: the full row for MASTERINVEST Kapitalanlage GmbH 6,903 $2.31M 0.2% -433 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 6,886 $2.31M 0.07% -995 13F-HR Timeline FSA Advisors, Inc. More: the full row for FSA Advisors, Inc. 6,799 $2.28M 1.04% +207 13F-HR/A Timeline SHELTON WEALTH MANAGEMENT, LLC More: the full row for SHELTON WEALTH MANAGEMENT, LLC 6,759 $2.26M 0.9% -2,793 13F-HR Timeline Formidable Asset Management, LLC More: the full row for Formidable Asset Management, LLC 8,964 $2.25M 0.36% +172 13F-HR Timeline Almanack Investment Partners, LLC. More: the full row for Almanack Investment Partners, LLC. 6,672 $2.23M 0.28% +3,772 13F-HR Timeline Kepler Cheuvreux (Suisse) SA More: the full row for Kepler Cheuvreux (Suisse) SA 6,658 $2.23M 0.13% +1,908 13F-HR Timeline Dupree Financial Group, LLC More: the full row for Dupree Financial Group, LLC 6,638 $2.22M 0.83% new 13F-HR Timeline Foresight Group Ltd Liability Partnersh… More: the full row for Foresight Group Ltd Liability Partnership 6,749 $2.22M 0.4% -2,327 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 6,627 $2.22M 0.05% -1,707 13F-HR Timeline Group BankChampaign, National Association More: the full row for BankChampaign, National Association 6,609 $2.21M 1.7% -42 13F-HR Timeline San Luis Wealth Advisors LLC More: the full row for San Luis Wealth Advisors LLC 6,605 $2.21M 0.33% +832 13F-HR Timeline Tempo Wealth, LLC More: the full row for Tempo Wealth, LLC 6,586 $2.21M 0.33% +796 13F-HR Timeline Walser Wealth Management Company, A Ltd… More: the full row for Walser Wealth Management Company, A Ltd Liability Co 6,584 $2.2M 0.92% +590 13F-HR Timeline WEALTH EFFECTS LLC More: the full row for WEALTH EFFECTS LLC 6,551 $2.19M 0.59% -300 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. 6,550 $2.19M 0.03% +1,680 13F-HR Timeline Group Broderick Brian C More: the full row for Broderick Brian C 6,505 $2.18M 0.34% +305 13F-HR Timeline LDR Capital Management LLC More: the full row for LDR Capital Management LLC 6,501 $2.18M 2.51% -800 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 6,427 $2.15M 0.03% +1,047 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 6,396 $2.14M 0.06% +563 13F-HR Timeline TOWNSQUARE CAPITAL LLC More: the full row for TOWNSQUARE CAPITAL LLC 6,379 $2.14M 0.39% +3,814 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 6,370 $2.13M 0.04% +4,343 13F-HR Timeline COMPASS FINANCIAL MANAGEMENT LLC More: the full row for COMPASS FINANCIAL MANAGEMENT LLC 6,754 $2.13M 0.26% 13F-HR Timeline Yarbrough Capital, LLC More: the full row for Yarbrough Capital, LLC 6,346 $2.12M 0.06% new 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 6,321 $2.12M 0.07% -13,961 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 6,317 $2.12M 0.07% -429 13F-HR Timeline SMART Wealth LLC More: the full row for SMART Wealth LLC 6,316 $2.11M 0.46% -2,258 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 6,285 $2.1M 0.06% -2,269 13F-HR Timeline Group Intellectus Partners, LLC More: the full row for Intellectus Partners, LLC 6,273 $2.1M 0.36% -1,652 13F-HR Timeline JBR Co Financial Management Inc More: the full row for JBR Co Financial Management Inc 6,221 $2.08M 0.76% -1,596 13F-HR Timeline EVOLVE PRIVATE WEALTH, LLC More: the full row for EVOLVE PRIVATE WEALTH, LLC 6,207 $2.08M 0.13% -482 13F-HR Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 6,206 $2.08M 0.07% +1,460 13F-HR Timeline Ascent Wealth Partners, LLC More: the full row for Ascent Wealth Partners, LLC 6,205 $2.08M 0.21% new 13F-HR Timeline Virtus Investment Advisers, LLC group of 2 filers holding More: the full row for Virtus Investment Advisers, LLC 6,192 $2.07M -4,734 Timeline IAM Advisory, LLC More: the full row for IAM Advisory, LLC 6,190 $2.07M 0.4% +56 13F-HR Timeline Ellevest, Inc. More: the full row for Ellevest, Inc. 6,186 $2.07M 0.24% -455 13F-HR Timeline Silverleafe Capital Partners, LLC More: the full row for Silverleafe Capital Partners, LLC 6,181 $2.07M 0.56% +544 13F-HR Timeline LOGAN CAPITAL MANAGEMENT INC More: the full row for LOGAN CAPITAL MANAGEMENT INC 6,152 $2.06M 0.08% new 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 6,138 $2.06M 0.19% +52 13F-HR Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 6,133 $2.05M <0.01% -401 13F-HR Timeline Group Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 7,535 $2.03M 0.15% +5,642 13F-HR Timeline WINCAP FINANCIAL LLC More: the full row for WINCAP FINANCIAL LLC 6,061 $2.03M 1.1% -393 13F-HR Timeline WealthTrust Asset Management, LLC More: the full row for WealthTrust Asset Management, LLC 6,060 $2.03M 1.1% -52 13F-HR Timeline Family Capital Trust Co More: the full row for Family Capital Trust Co 6,050 $2.03M 0.66% new 13F-HR/A Timeline Total Clarity Wealth Management, Inc. More: the full row for Total Clarity Wealth Management, Inc. 6,033 $2.02M 0.39% -1,965 13F-HR Timeline Wealth Enhancement Trust Services, Inc. More: the full row for Wealth Enhancement Trust Services, Inc. 6,020 $2.02M 0.22% +5,823 13F-HR/A Timeline Bull Harbor Capital LLC More: the full row for Bull Harbor Capital LLC 6,013 $2.01M 0.39% +105 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 6,010 $2.01M 0.2% +1,021 13F-HR Timeline WESTPORT ASSET MANAGEMENT INC More: the full row for WESTPORT ASSET MANAGEMENT INC 6,000 $2.01M 0.82% 0 13F-HR Timeline STEEL GROVE CAPITAL ADVISORS, LLC More: the full row for STEEL GROVE CAPITAL ADVISORS, LLC 5,999 $2.01M 0.19% 0 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 5,999 $2.01M 0.03% +3,590 13F-HR Timeline Grantham, Mayo, Van Otterloo & Co. LLC More: the full row for Grantham, Mayo, Van Otterloo & Co. LLC 5,953 $1.99M <0.01% -795 13F-HR Timeline REX Advisers, LLC More: the full row for REX Advisers, LLC 5,900 $1.98M 5.3% new 13F-HR Timeline Berbice Capital Management LLC More: the full row for Berbice Capital Management LLC 5,900 $1.98M 1.02% 0 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 5,877 $1.97M 0.07% 0 13F-HR Timeline Fortitude Advisory Group L.L.C. More: the full row for Fortitude Advisory Group L.L.C. 5,778 $1.93M 0.74% -524 13F-HR Timeline Sidoxia Capital Management, LLC More: the full row for Sidoxia Capital Management, LLC 5,754 $1.93M 1.41% +44 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 5,740 $1.92M 0.06% +228 13F-HR Timeline FOURPATH CAPITAL MANAGEMENT, LLC More: the full row for FOURPATH CAPITAL MANAGEMENT, LLC 5,736 $1.92M 0.25% -330 13F-HR Timeline Aspire Private Capital, LLC More: the full row for Aspire Private Capital, LLC 5,729 $1.92M 0.4% -62 13F-HR Timeline Marin Bay Wealth Advisors, LLC More: the full row for Marin Bay Wealth Advisors, LLC 5,724 $1.92M 1.03% -153 13F-HR/A Timeline S.A. Mason LLC More: the full row for S.A. Mason LLC 5,683 $1.9M 0.58% -29 13F-HR Timeline Qtron Investments LLC More: the full row for Qtron Investments LLC 5,682 $1.9M 0.25% -1,819 13F-HR Timeline SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 5,671 $1.9M 0.08% -734 13F-HR Timeline Bluebird Wealth Management LLC More: the full row for Bluebird Wealth Management LLC 5,642 $1.89M 1.64% +1,479 13F-HR Timeline Interchange Capital Partners, LLC More: the full row for Interchange Capital Partners, LLC 5,640 $1.89M 0.36% +1,847 13F-HR Timeline Retireful, LLC More: the full row for Retireful, LLC 5,554 $1.86M 1.73% +1,675 13F-HR Timeline GARDNER LEWIS ASSET MANAGEMENT L P More: the full row for GARDNER LEWIS ASSET MANAGEMENT L P 5,538 $1.85M 0.41% -1,184 13F-HR Timeline Clarus Wealth Advisors More: the full row for Clarus Wealth Advisors 5,788 $1.84M 0.71% new 13F-HR Timeline SIMPLEX TRADING, LLC More: the full row for SIMPLEX TRADING, LLC 5,465 $1.83M 0.05% new 13F-HR Timeline Generali Asset Management SPA SGR More: the full row for Generali Asset Management SPA SGR 5,463 $1.83M 0.03% -7,856 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 6,925 $1.83M 0.03% -448 13F-HR Timeline STOCK YARDS BANK & TRUST CO More: the full row for STOCK YARDS BANK & TRUST CO 5,452 $1.83M 0.05% -311 13F-HR/A Timeline DB&C Advisors, LLC More: the full row for DB&C Advisors, LLC 5,448 $1.82M 1.98% 0 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 5,425 $1.82M 0.06% -1,611 13F-HR Timeline Group 71 West Capital Partners More: the full row for 71 West Capital Partners 5,423 $1.82M 0.06% +198 13F-HR Timeline Hartford Funds Management Co LLC More: the full row for Hartford Funds Management Co LLC 5,408 $1.81M 0.14% -87 13F-HR Timeline Maxi Investments CY Ltd More: the full row for Maxi Investments CY Ltd 5,400 $1.81M 0.37% new 13F-HR Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 5,334 $1.79M 0.02% +288 13F-HR Timeline Group TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 5,309 $1.78M 0.17% -21 13F-HR Timeline MCDONALD PARTNERS LLC More: the full row for MCDONALD PARTNERS LLC 5,268 $1.76M 0.43% 0 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 5,244 $1.76M 0.07% +820 13F-HR Timeline EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 5,238 $1.75M 0.01% +2,036 13F-HR/A Timeline MRA Advisory Group More: the full row for MRA Advisory Group 5,238 $1.75M 0.64% -2,027 13F-HR Timeline Oxford Wealth Group, LLC More: the full row for Oxford Wealth Group, LLC 5,226 $1.75M 0.78% -389 13F-HR Timeline CLOVERFIELDS CAPITAL GROUP, LP More: the full row for CLOVERFIELDS CAPITAL GROUP, LP 5,210 $1.74M 0.53% -1,715 13F-HR Timeline Insight Wealth Partners, LLC More: the full row for Insight Wealth Partners, LLC 5,206 $1.74M 0.23% -54 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 5,164 $1.73M 0.09% +3,127 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 5,631 $1.73M 0.09% -302 13F-HR Timeline Realta Investment Advisors More: the full row for Realta Investment Advisors 5,122 $1.71M 0.53% new 13F-HR Timeline BURLING WEALTH PARTNERS, LLC More: the full row for BURLING WEALTH PARTNERS, LLC 5,092 $1.7M 0.25% -148 13F-HR Timeline L & S Advisors Inc More: the full row for L & S Advisors Inc 5,069 $1.7M 0.18% -2,678 13F-HR Timeline McLaughlin Asset Management, Inc. More: the full row for McLaughlin Asset Management, Inc. 5,047 $1.69M 1.3% -1,104 13F-HR/A Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 5,046 $1.69M 0.03% +1,818 13F-HR Timeline Segment Wealth Management, LLC More: the full row for Segment Wealth Management, LLC 5,042 $1.69M 0.09% 0 13F-HR Timeline CONGRESS ASSET MANAGEMENT CO More: the full row for CONGRESS ASSET MANAGEMENT CO 5,000 $1.67M 0.01% -2,800 13F-HR Timeline Harbor Advisors LLC More: the full row for Harbor Advisors LLC 5,000 $1.67M 0.21% 0 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 4,984 $1.67M 0.05% -641 13F-HR Timeline Quantum Portfolio Management LLC More: the full row for Quantum Portfolio Management LLC 4,955 $1.66M 0.6% -250 13F-HR Timeline FCG Investment Co More: the full row for FCG Investment Co 4,954 $1.66M 0.57% new 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 4,915 $1.65M 0.1% +485 13F-HR Timeline FORTRESS PRIVATE LEDGER, LLC More: the full row for FORTRESS PRIVATE LEDGER, LLC 4,887 $1.64M 0.45% -111 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 6,490 $1.63M 0.07% -176 13F-HR Timeline Astoria Portfolio Advisors LLC. More: the full row for Astoria Portfolio Advisors LLC. 4,847 $1.62M 0.27% +563 13F-HR Timeline ALGERT GLOBAL LLC More: the full row for ALGERT GLOBAL LLC 4,814 $1.61M 0.02% -29,121 13F-HR Timeline NBZ Investment Advisors LLC More: the full row for NBZ Investment Advisors LLC 4,805 $1.61M 0.63% 0 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 4,817 $1.61M 0.43% -322 13F-HR Timeline RD Finance Ltd More: the full row for RD Finance Ltd 4,790 $1.6M 1.58% new 13F-HR Timeline FLOYD FINANCIAL GROUP LLC More: the full row for FLOYD FINANCIAL GROUP LLC 5,277 $1.6M 1.05% -4,149 13F-HR Timeline Penobscot Investment Management Company… More: the full row for Penobscot Investment Management Company, Inc. 4,759 $1.59M 0.11% new 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 4,984 $1.59M 0.04% +347 13F-HR Timeline J.P. Marvel Investment Advisors, LLC More: the full row for J.P. Marvel Investment Advisors, LLC 4,746 $1.59M 0.18% +146 13F-HR Timeline Concorde Asset Management, LLC More: the full row for Concorde Asset Management, LLC 4,732 $1.58M 0.92% -1,571 13F-HR Timeline Blue Line Capital, LLC / IL More: the full row for Blue Line Capital, LLC / IL 4,713 $1.58M 1.36% -5,385 13F-HR Timeline PINCUS CAPITAL MANAGEMENT, LP More: the full row for PINCUS CAPITAL MANAGEMENT, LP 4,713 $1.58M 0.94% 0 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 4,691 $1.57M 0.07% -762 13F-HR Timeline DARA CAPITAL US, INC. More: the full row for DARA CAPITAL US, INC. 4,673 $1.56M 1.08% +1,234 13F-HR Timeline KANE INVESTMENT MANAGEMENT, INC. More: the full row for KANE INVESTMENT MANAGEMENT, INC. 4,663 $1.56M 0.67% +172 13F-HR Timeline Altrafin AG More: the full row for Altrafin AG 4,625 $1.55M 0.61% -4,581 13F-HR/A Timeline ALGEBRIS (UK) LTD in group ALGEBRIS (UK) LTD More: the full row for ALGEBRIS (UK) LTD 4,600 $1.54M 0.1% +883 13F-HR Timeline Group D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 4,571 $1.53M 0.01% +101 13F-HR Timeline CTC Alternative Strategies, Ltd. More: the full row for CTC Alternative Strategies, Ltd. 4,560 $1.53M 2.2% new 13F-HR Timeline Claro Advisors Inc. More: the full row for Claro Advisors Inc. 4,523 $1.51M 0.16% -205 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 4,517 $1.51M 0.03% -72 13F-HR Timeline Group Strategies Wealth Advisors, LLC More: the full row for Strategies Wealth Advisors, LLC 4,504 $1.51M 0.13% +1,915 13F-HR Timeline Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 4,491 $1.5M 0.09% +73 13F-HR Timeline Greenline Wealth Management LLC More: the full row for Greenline Wealth Management LLC 4,489 $1.5M 1.24% +303 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 4,477 $1.5M 0.27% +306 13F-HR Timeline Dynasty Wealth Management, LLC More: the full row for Dynasty Wealth Management, LLC 4,471 $1.5M 0.01% -215 13F-HR Timeline Chokshi & Queen Wealth Advisors, Inc More: the full row for Chokshi & Queen Wealth Advisors, Inc 4,450 $1.49M 0.69% +3,200 13F-HR Timeline Schonfeld Strategic Advisors LLC More: the full row for Schonfeld Strategic Advisors LLC 4,434 $1.48M 0.01% new 13F-HR Timeline Richard W. Paul & Associates, LLC More: the full row for Richard W. Paul & Associates, LLC 4,421 $1.48M 0.45% -1,798 13F-HR Timeline Hilton Head Capital Partners, LLC More: the full row for Hilton Head Capital Partners, LLC 4,411 $1.48M 0.74% -1,020 13F-HR Timeline Plancorp, LLC More: the full row for Plancorp, LLC 4,823 $1.48M 0.04% +38 13F-HR Timeline GAM Holding AG in group GAM Holding AG More: the full row for GAM Holding AG 4,403 $1.47M 0.11% -1,345 13F-HR Timeline Group Magnus Financial Group LLC More: the full row for Magnus Financial Group LLC 4,402 $1.47M 0.1% +1,499 13F-HR Timeline Caldwell Investment Management Ltd. More: the full row for Caldwell Investment Management Ltd. 4,400 $1.47M 0.97% +800 13F-HR Timeline Quadcap Wealth Management, LLC More: the full row for Quadcap Wealth Management, LLC 4,375 $1.47M 0.14% -305 13F-HR Timeline Calydon Capital More: the full row for Calydon Capital 4,359 $1.46M 0.21% -487 13F-HR Timeline Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 4,320 $1.45M 0.09% +1,467 13F-HR Timeline MBL Wealth, LLC More: the full row for MBL Wealth, LLC 4,316 $1.45M 0.1% +43 13F-HR Timeline Pekao Towarzystwo Funduszy Inwestycyjny… More: the full row for Pekao Towarzystwo Funduszy Inwestycyjnych S.A. 4,316 $1.45M 0.92% new 13F-HR Timeline EdgeRock Capital LLC More: the full row for EdgeRock Capital LLC 4,312 $1.44M 0.33% -1,451 13F-HR Timeline Presidio Capital Management, LLC More: the full row for Presidio Capital Management, LLC 4,303 $1.44M 0.36% -860 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 4,277 $1.43M 0.05% +1,693 13F-HR Timeline Mason & Associates Inc More: the full row for Mason & Associates Inc 4,255 $1.42M 0.23% +129 13F-HR Timeline Strategic Investment Advisors / MI More: the full row for Strategic Investment Advisors / MI 4,245 $1.42M 0.09% -511 13F-HR Timeline RFG - Bristol Wealth Advisors, LLC More: the full row for RFG - Bristol Wealth Advisors, LLC 4,236 $1.42M 0.34% -81 13F-HR Timeline Qsemble Capital Management, LP More: the full row for Qsemble Capital Management, LP 4,233 $1.42M 0.18% new 13F-HR Timeline International Private Wealth Advisors L… More: the full row for International Private Wealth Advisors LLC 4,223 $1.41M 0.73% new 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 4,220 $1.41M 0.09% +2,385 13F-HR Timeline Hillsdale Investment Management Inc. More: the full row for Hillsdale Investment Management Inc. 4,220 $1.41M 0.03% -380 13F-HR Timeline GLOBALT Investments LLC / GA More: the full row for GLOBALT Investments LLC / GA 4,220 $1.41M 0.05% -18 13F-HR Timeline SBI Okasan Asset Management Co.Ltd. More: the full row for SBI Okasan Asset Management Co.Ltd. 4,600 $1.41M 0.05% +4,386 13F-HR Timeline Hudock, Inc. More: the full row for Hudock, Inc. 4,213 $1.41M 0.18% -903 13F-HR Timeline GROUPAMA ASSET MANAGMENT More: the full row for GROUPAMA ASSET MANAGMENT 4,225 $1.41M 0.02% +3,145 13F-HR Timeline Huntleigh Advisors, Inc. More: the full row for Huntleigh Advisors, Inc. 4,209 $1.41M 0.2% -199 13F-HR Timeline United Asset Strategies, Inc. More: the full row for United Asset Strategies, Inc. 4,206 $1.41M 0.1% +183 13F-HR Timeline Alta Wealth Advisors LLC More: the full row for Alta Wealth Advisors LLC 4,194 $1.4M 0.38% +245 13F-HR Timeline Worth Financial Advisory Group, LLC More: the full row for Worth Financial Advisory Group, LLC 4,183 $1.4M 0.58% new 13F-HR Timeline Heritage Trust Co More: the full row for Heritage Trust Co 4,183 $1.4M 0.12% -72 13F-HR Timeline Global Assets Advisory, LLC More: the full row for Global Assets Advisory, LLC 4,465 $1.4M 0.31% +350 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 4,171 $1.4M 0.07% -331 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 4,149 $1.39M 0.05% -347 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 4,146 $1.39M 0.21% +125 13F-HR Timeline Hardy Reed LLC More: the full row for Hardy Reed LLC 4,140 $1.39M 0.09% new 13F-HR Timeline Trinity Financial Advisors LLC More: the full row for Trinity Financial Advisors LLC 4,128 $1.38M 0.36% +1 13F-HR Timeline BRIDGES INVESTMENT MANAGEMENT INC More: the full row for BRIDGES INVESTMENT MANAGEMENT INC 4,125 $1.38M 0.02% 0 13F-HR Timeline Lombard Odier Asset Management (Europe)… More: the full row for Lombard Odier Asset Management (Europe) Ltd 4,122 $1.38M 0.06% -11,828 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 4,117 $1.38M 0.08% +3,076 13F-HR Timeline Quantitative Investment Management, LLC More: the full row for Quantitative Investment Management, LLC 4,095 $1.37M 0.15% new 13F-HR Timeline Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 4,058 $1.36M 0.09% +711 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 4,052 $1.36M 0.05% +2,018 13F-HR Timeline Outlook Wealth Advisors, LLC More: the full row for Outlook Wealth Advisors, LLC 4,070 $1.35M 0.29% -288 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 4,032 $1.35M 0.08% +142 13F-HR Timeline BostonPremier Wealth LLC More: the full row for BostonPremier Wealth LLC 4,018 $1.35M 0.57% +190 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 4,015 $1.34M 0.03% +983 13F-HR Timeline AlTi Global, Inc. in group AlTi Global, Inc. More: the full row for AlTi Global, Inc. 3,968 $1.33M 0.03% -977 13F-HR Timeline Group PROFUND ADVISORS LLC More: the full row for PROFUND ADVISORS LLC 3,967 $1.33M 0.04% +126 13F-HR Timeline Hobbs Group Advisors, LLC More: the full row for Hobbs Group Advisors, LLC 3,960 $1.33M 0.35% -1,369 13F-HR Timeline LEDERER & ASSOCIATES INVESTMENT COUNSEL… More: the full row for LEDERER & ASSOCIATES INVESTMENT COUNSEL/CA 3,937 $1.32M 0.87% -687 13F-HR Timeline Tactive Advisors, LLC More: the full row for Tactive Advisors, LLC 3,935 $1.32M 0.32% +105 13F-HR Timeline WRIGHT INVESTORS SERVICE INC More: the full row for WRIGHT INVESTORS SERVICE INC 3,934 $1.32M 0.36% -2,060 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Veracity Capital LLC More: the full row for Veracity Capital LLC 3,932 $1.32M 0.36% -865 13F-HR Timeline GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 3,878 $1.3M 0.07% +229 13F-HR Timeline