HOHIMER WEALTH MANAGEMENT, LLC More: the full row for HOHIMER WEALTH MANAGEMENT, LLC 6,264 $1.01M 0.14% +48 13F-HR Timeline Mosley Wealth Management More: the full row for Mosley Wealth Management 6,061 $1.01M 0.46% 13F-HR Timeline Belvedere Trading LLC More: the full row for Belvedere Trading LLC 6,254 $1.01M 0.19% -1,651 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 6,236 $1.01M 0.01% 13F-HR Timeline INCEPTIONR LLC More: the full row for INCEPTIONR LLC 6,227 $1.01M 0.28% new 13F-HR Timeline IAM Advisory, LLC More: the full row for IAM Advisory, LLC 6,222 $1.01M 0.22% +333 13F-HR Timeline FSA Advisors, Inc. More: the full row for FSA Advisors, Inc. 6,213 $1.01M 0.7% new 13F-HR Timeline WealthTrust Asset Management, LLC More: the full row for WealthTrust Asset Management, LLC 6,185 $1M 0.7% -255 13F-HR Timeline GSA CAPITAL PARTNERS LLP More: the full row for GSA CAPITAL PARTNERS LLP 6,159 $998K 0.09% new 13F-HR Timeline Volterra Technologies LP More: the full row for Volterra Technologies LP 6,160 $998K 1.02% new 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 6,140 $995K 0.05% -104 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 6,104 $989K 0.01% -1,546 13F-HR Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 6,089 $986K 0.14% new 13F-HR Timeline CSM Advisors, LLC More: the full row for CSM Advisors, LLC 6,091 $982K 0.03% +1,095 13F-HR Timeline Banco Santander, S.A. in group Banco Santander, S.A. More: the full row for Banco Santander, S.A. 6,039 $978K 0.01% -324 13F-HR Timeline Group Walser Wealth Management Company, A Ltd… More: the full row for Walser Wealth Management Company, A Ltd Liability Co 6,033 $977K 0.52% 13F-HR Timeline EVOLVE PRIVATE WEALTH, LLC More: the full row for EVOLVE PRIVATE WEALTH, LLC 6,015 $974K 0.06% 13F-HR Timeline Laurion Capital Management LP More: the full row for Laurion Capital Management LP 6,000 $972K 0.07% new 13F-HR/A Timeline STEEL GROVE CAPITAL ADVISORS, LLC More: the full row for STEEL GROVE CAPITAL ADVISORS, LLC 5,995 $971K 0.1% +495 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 5,989 $970K 0.12% +4,889 13F-HR Timeline WORLDQUANT MILLENNIUM ADVISORS LLC More: the full row for WORLDQUANT MILLENNIUM ADVISORS LLC 5,966 $967K <0.01% new 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 6,217 $962K <0.01% -667 13F-HR Timeline Group Marin Bay Wealth Advisors, LLC More: the full row for Marin Bay Wealth Advisors, LLC 5,929 $961K 0.55% 13F-HR Timeline Oxford Wealth Group, LLC More: the full row for Oxford Wealth Group, LLC 5,906 $957K 0.47% 13F-HR Timeline Berbice Capital Management LLC More: the full row for Berbice Capital Management LLC 5,900 $956K 0.57% 0 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 5,891 $954K 0.01% +4,050 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 5,859 $949K 0.04% new 13F-HR Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 5,836 $945K <0.01% -34,297 13F-HR Timeline Group STOCK YARDS BANK & TRUST CO More: the full row for STOCK YARDS BANK & TRUST CO 5,813 $942K 0.03% -37 13F-HR Timeline PINKERTON WEALTH, LLC More: the full row for PINKERTON WEALTH, LLC 5,790 $938K 0.1% new 13F-HR Timeline Calydon Capital More: the full row for Calydon Capital 5,783 $937K 0.16% -409 13F-HR Timeline WADDELL & ASSOCIATES, LLC More: the full row for WADDELL & ASSOCIATES, LLC 5,776 $936K 0.06% +378 13F-HR Timeline Friedenthal Financial More: the full row for Friedenthal Financial 5,740 $930K 0.48% new 13F-HR Timeline S.A. Mason LLC More: the full row for S.A. Mason LLC 5,728 $928K 0.37% -125 13F-HR Timeline Hobbs Group Advisors, LLC More: the full row for Hobbs Group Advisors, LLC 5,696 $923K 0.28% +156 13F-HR Timeline Veracity Capital LLC More: the full row for Veracity Capital LLC 5,621 $911K 0.27% +94 13F-HR Timeline National Wealth Management Group, LLC More: the full row for National Wealth Management Group, LLC 5,614 $910K 0.32% new 13F-HR Timeline Hudock, Inc. More: the full row for Hudock, Inc. 5,605 $908K 0.13% +82 13F-HR Timeline Precision Wealth Strategies, LLC More: the full row for Precision Wealth Strategies, LLC 5,602 $908K 0.29% +402 13F-HR Timeline Financiere des Professionnels - Fonds d… More: the full row for Financiere des Professionnels - Fonds d'investissement inc. 5,587 $905K 0.05% 0 13F-HR Timeline Copeland Capital Management, LLC More: the full row for Copeland Capital Management, LLC 5,574 $903K 0.02% -4,565 13F-HR Timeline YOUSIF CAPITAL MANAGEMENT, LLC More: the full row for YOUSIF CAPITAL MANAGEMENT, LLC 5,138 $900K 0.01% -305 13F-HR Timeline Mosaic Advisors LLC More: the full row for Mosaic Advisors LLC 5,545 $898K 1.73% 0 13F-HR Timeline WIN ADVISORS, INC More: the full row for WIN ADVISORS, INC 5,541 $898K 0.38% new 13F-HR Timeline Hilton Head Capital Partners, LLC More: the full row for Hilton Head Capital Partners, LLC 5,529 $896K 0.52% 13F-HR Timeline GREENBERG FINANCIAL GROUP More: the full row for GREENBERG FINANCIAL GROUP 5,515 $893K 0.37% 13F-HR Timeline Campbell & CO Investment Adviser LLC More: the full row for Campbell & CO Investment Adviser LLC 5,511 $893K 0.04% -3,087 13F-HR Timeline Central Asset Investments & Management … More: the full row for Central Asset Investments & Management Holdings (HK) Ltd 5,493 $890K 0.58% +1,293 13F-HR Timeline Sivia Capital Partners, LLC More: the full row for Sivia Capital Partners, LLC 5,491 $890K 0.18% +906 13F-HR Timeline DB&C Advisors, LLC More: the full row for DB&C Advisors, LLC 5,472 $887K 1.11% 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 5,450 $883K 0.04% +3,238 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 5,446 $882K 0.05% new 13F-HR Timeline San Luis Wealth Advisors LLC More: the full row for San Luis Wealth Advisors LLC 5,445 $882K 0.15% +2,483 13F-HR Timeline Kepler Cheuvreux (Suisse) SA More: the full row for Kepler Cheuvreux (Suisse) SA 5,436 $881K 0.05% new 13F-HR Timeline Catalyst Capital Advisors LLC More: the full row for Catalyst Capital Advisors LLC 5,425 $879K 0.02% -2,425 13F-HR Timeline Redhawk Wealth Advisors, Inc. More: the full row for Redhawk Wealth Advisors, Inc. 5,386 $873K 0.1% +497 13F-HR Timeline WRIGHT INVESTORS SERVICE INC More: the full row for WRIGHT INVESTORS SERVICE INC 5,356 $868K 0.26% -1,284 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 5,353 $867K 0.05% +1,321 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 5,330 $864K 0.01% 0 13F-HR Timeline Plancorp, LLC More: the full row for Plancorp, LLC 5,325 $863K 0.03% +8 13F-HR Timeline Tempo Wealth, LLC More: the full row for Tempo Wealth, LLC 5,299 $858K 0.15% 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 5,293 $858K 0.16% -2,467 13F-HR Timeline Clear Harbor Asset Management, LLC More: the full row for Clear Harbor Asset Management, LLC 5,289 $857K 0.06% -5,543 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 5,284 $856K 0.03% +250 13F-HR Timeline Quadcap Wealth Management, LLC More: the full row for Quadcap Wealth Management, LLC 5,283 $856K 0.1% -102 13F-HR Timeline Quantum Portfolio Management LLC More: the full row for Quantum Portfolio Management LLC 5,259 $852K 0.38% -357 13F-HR Timeline Insight Wealth Partners, LLC More: the full row for Insight Wealth Partners, LLC 5,254 $851K 0.35% +907 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 5,251 $851K 0.01% -6,792 13F-HR Timeline BURLING WEALTH PARTNERS, LLC More: the full row for BURLING WEALTH PARTNERS, LLC 5,228 $847K 0.13% 0 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 5,221 $846K 0.09% +1 13F-HR Timeline Krane Funds Advisors LLC More: the full row for Krane Funds Advisors LLC 5,218 $845K 0.03% -1,671 13F-HR Timeline PRELUDE CAPITAL MANAGEMENT, LLC More: the full row for PRELUDE CAPITAL MANAGEMENT, LLC 5,205 $843K 0.06% -2,028 13F-HR Timeline Accent Capital Management, LLC More: the full row for Accent Capital Management, LLC 5,205 $843K 0.36% -216 13F-HR Timeline WBI INVESTMENTS, LLC in group WBI INVESTMENTS, LLC More: the full row for WBI INVESTMENTS, LLC 5,203 $843K 0.22% -5,634 13F-HR Timeline Group Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 5,124 $830K 0.01% -11,081 13F-HR Timeline Presidio Capital Management, LLC More: the full row for Presidio Capital Management, LLC 5,116 $829K 0.25% -1,030 13F-HR Timeline First Dallas Securities Inc. More: the full row for First Dallas Securities Inc. 5,115 $829K 0.31% +172 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 5,128 $828K 0.26% +198 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 5,065 $821K 0.02% +124 13F-HR Timeline Segment Wealth Management, LLC More: the full row for Segment Wealth Management, LLC 5,044 $817K 0.05% +2 13F-HR Timeline Dynasty Wealth Management, LLC More: the full row for Dynasty Wealth Management, LLC 5,024 $814K 0.01% +280 13F-HR Timeline Harbor Advisors LLC More: the full row for Harbor Advisors LLC 5,000 $810K 0.12% 0 13F-HR Timeline Ardmore Road Asset Management LP More: the full row for Ardmore Road Asset Management LP 5,000 $810K 0.06% new 13F-HR Timeline GUIDANCE CAPITAL, INC More: the full row for GUIDANCE CAPITAL, INC 4,463 $808K 0.2% -306 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 4,983 $807K 0.02% +796 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 4,981 $807K 0.03% +568 13F-HR Timeline Group 71 West Capital Partners More: the full row for 71 West Capital Partners 4,950 $802K 0.04% 13F-HR Timeline Forefront Wealth Partners, LLC More: the full row for Forefront Wealth Partners, LLC 4,948 $802K 0.38% +162 13F-HR Timeline AlTi Global, Inc. in group AlTi Global, Inc. More: the full row for AlTi Global, Inc. 4,936 $800K 0.02% -260 13F-HR Timeline Group MCDONALD PARTNERS LLC More: the full row for MCDONALD PARTNERS LLC 4,925 $798K 0.25% 0 13F-HR Timeline Argent Trust Co More: the full row for Argent Trust Co 4,849 $786K 0.03% +34 13F-HR Timeline Colonial River Investments, LLC More: the full row for Colonial River Investments, LLC 4,816 $780K 0.28% -3,187 13F-HR Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 4,810 $779K 0.01% 0 13F-HR Timeline Group LEDERER & ASSOCIATES INVESTMENT COUNSEL… More: the full row for LEDERER & ASSOCIATES INVESTMENT COUNSEL/CA 4,779 $774K 0.52% -315 13F-HR Timeline Interchange Capital Partners, LLC More: the full row for Interchange Capital Partners, LLC 4,758 $771K 0.14% +107 13F-HR Timeline FORTRESS PRIVATE LEDGER, LLC More: the full row for FORTRESS PRIVATE LEDGER, LLC 4,723 $765K 0.25% +954 13F-HR Timeline C M BIDWELL & ASSOCIATES LTD More: the full row for C M BIDWELL & ASSOCIATES LTD 4,718 $764K 0.36% -131 13F-HR Timeline CALTON & ASSOCIATES, INC. More: the full row for CALTON & ASSOCIATES, INC. 4,714 $764K 0.11% -602 13F-HR Timeline WASHINGTON CAPITAL MANAGEMENT, INC More: the full row for WASHINGTON CAPITAL MANAGEMENT, INC 4,700 $761K 0.62% +905 13F-HR Timeline ALGEBRIS (UK) LTD in group ALGEBRIS (UK) LTD More: the full row for ALGEBRIS (UK) LTD 4,687 $760K 0.06% -679 13F-HR/A Timeline Group Brooklyn Investment Group More: the full row for Brooklyn Investment Group 4,585 $759K 0.04% +2,139 13F-HR Timeline Tripletail Wealth Management, LLC More: the full row for Tripletail Wealth Management, LLC 4,686 $759K 0.96% -1 13F-HR Timeline Global Assets Advisory, LLC More: the full row for Global Assets Advisory, LLC 4,679 $758K 0.22% +324 13F-HR Timeline PINCUS CAPITAL MANAGEMENT, LP More: the full row for PINCUS CAPITAL MANAGEMENT, LP 4,675 $757K 0.51% 13F-HR Timeline RFG - Bristol Wealth Advisors, LLC More: the full row for RFG - Bristol Wealth Advisors, LLC 4,668 $756K 0.21% +352 13F-HR Timeline Foresight Group Ltd Liability Partnersh… More: the full row for Foresight Group Ltd Liability Partnership 4,589 $754K 0.11% -375 13F-HR Timeline J.P. Marvel Investment Advisors, LLC More: the full row for J.P. Marvel Investment Advisors, LLC 4,600 $745K 0.1% 0 13F-HR Timeline PENSION & WEALTH MANAGEMENT ADVISORS, I… More: the full row for PENSION & WEALTH MANAGEMENT ADVISORS, INC. 4,548 $737K 0.22% +3,770 13F-HR Timeline Headlands Technologies LLC More: the full row for Headlands Technologies LLC 4,500 $729K 0.06% new 13F-HR Timeline Andar Capital Management HK Ltd More: the full row for Andar Capital Management HK Ltd 4,500 $729K 0.79% new 13F-HR Timeline Outlook Wealth Advisors, LLC More: the full row for Outlook Wealth Advisors, LLC 4,457 $722K 0.16% -2,376 13F-HR Timeline WealthBridge Capital Management, LLC More: the full row for WealthBridge Capital Management, LLC 4,451 $721K 0.16% -7 13F-HR Timeline Jain Global LLC More: the full row for Jain Global LLC 4,433 $718K 0.01% -10,602 13F-HR Timeline Trinity Financial Advisors LLC More: the full row for Trinity Financial Advisors LLC 4,426 $717K 0.2% +290 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 4,426 $717K 0.06% -156 13F-HR Timeline PARUS FINANCE (UK) Ltd More: the full row for PARUS FINANCE (UK) Ltd 4,411 $715K 0.19% -1,166 13F-HR Timeline GLOBEFLEX CAPITAL L P More: the full row for GLOBEFLEX CAPITAL L P 4,400 $713K 0.11% -7,933 13F-HR Timeline Winslow Capital Management, LLC More: the full row for Winslow Capital Management, LLC 4,384 $710K <0.01% -1,336,127 13F-HR Timeline KANE INVESTMENT MANAGEMENT, INC. More: the full row for KANE INVESTMENT MANAGEMENT, INC. 4,379 $709K 0.34% +30 13F-HR Timeline LaSalle St. Investment Advisors, LLC More: the full row for LaSalle St. Investment Advisors, LLC 4,322 $700K 0.11% +560 13F-HR Timeline Claro Advisors Inc. More: the full row for Claro Advisors Inc. 4,295 $696K 0.09% +195 13F-HR Timeline GAM Holding AG in group GAM Holding AG More: the full row for GAM Holding AG 4,291 $695K 0.04% new 13F-HR Timeline Group Herold Advisors, Inc. More: the full row for Herold Advisors, Inc. 4,290 $695K 0.16% -237 13F-HR Timeline GLOBALT Investments LLC / GA More: the full row for GLOBALT Investments LLC / GA 4,282 $694K 0.03% -1,386 13F-HR Timeline Bedell Frazier Investment Counselling, … More: the full row for Bedell Frazier Investment Counselling, LLC 4,270 $692K 0.13% -765 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 4,259 $690K 0.01% -1,400 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 4,252 $689K 0.02% -32,228 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 4,249 $688K 0.06% -1,587 13F-HR Timeline Heritage Trust Co More: the full row for Heritage Trust Co 4,152 $673K 0.07% 0 13F-HR Timeline Worth Financial Advisory Group, LLC More: the full row for Worth Financial Advisory Group, LLC 4,147 $672K 0.33% +1,152 13F-HR Timeline Bridgefront Capital, LLC More: the full row for Bridgefront Capital, LLC 4,144 $671K 0.17% -7,302 13F-HR Timeline Mason & Associates Inc More: the full row for Mason & Associates Inc 4,121 $668K 0.13% +754 13F-HR Timeline BRIDGES INVESTMENT MANAGEMENT INC More: the full row for BRIDGES INVESTMENT MANAGEMENT INC 4,105 $665K 0.01% +1,263 13F-HR Timeline Bison Wealth, LLC More: the full row for Bison Wealth, LLC 2,599 $665K 0.07% +874 13F-HR Timeline Huntleigh Advisors, Inc. More: the full row for Huntleigh Advisors, Inc. 4,098 $664K 0.11% -1,963 13F-HR Timeline Costello Asset Management, INC More: the full row for Costello Asset Management, INC 4,097 $664K 0.22% 0 13F-HR Timeline Greenline Wealth Management LLC More: the full row for Greenline Wealth Management LLC 4,081 $661K 0.68% 13F-HR Timeline VERUS CAPITAL PARTNERS, LLC More: the full row for VERUS CAPITAL PARTNERS, LLC 4,065 $659K 0.04% +1,067 13F-HR/A Timeline HIGHLAND CAPITAL MANAGEMENT, LLC More: the full row for HIGHLAND CAPITAL MANAGEMENT, LLC 4,055 $657K 0.03% new 13F-HR Timeline Crossmark Global Holdings, Inc. More: the full row for Crossmark Global Holdings, Inc. 4,054 $657K 0.01% +492 13F-HR Timeline FOX RUN MANAGEMENT, L.L.C. More: the full row for FOX RUN MANAGEMENT, L.L.C. 4,042 $655K 0.1% new 13F-HR Timeline DRW Securities, LLC More: the full row for DRW Securities, LLC 4,021 $651K 0.05% -9,937 13F-HR Timeline Bluebird Wealth Management LLC More: the full row for Bluebird Wealth Management LLC 4,008 $649K 0.61% 13F-HR Timeline AAFMAA Wealth Management & Trust LLC More: the full row for AAFMAA Wealth Management & Trust LLC 3,985 $646K 0.25% new 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 3,982 $645K 0.16% new 13F-HR/A Timeline Diametric Capital, LP More: the full row for Diametric Capital, LP 3,968 $643K 0.17% new 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 3,952 $640K 0.03% -135 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 3,731 $640K 0.02% -51 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 3,943 $639K 0.12% +1,363 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 3,943 $639K <0.01% +482 13F-HR Timeline PITCAIRN CO group of 2 filers holding More: the full row for PITCAIRN CO 3,930 $637K -766 Timeline MINDSET WEALTH MANAGEMENT, LLC More: the full row for MINDSET WEALTH MANAGEMENT, LLC 3,925 $636K 0.17% +220 13F-HR Timeline Parisi Gray Wealth Management More: the full row for Parisi Gray Wealth Management 3,907 $633K 0.14% +564 13F-HR Timeline Brookwood Investment Group LLC More: the full row for Brookwood Investment Group LLC 3,906 $633K 0.08% +709 13F-HR Timeline WEALTHEDGE INVESTMENT ADVISORS, LLC More: the full row for WEALTHEDGE INVESTMENT ADVISORS, LLC 3,902 $632K 0.23% +1,764 13F-HR Timeline TITLEIST ASSET MANAGEMENT, LLC More: the full row for TITLEIST ASSET MANAGEMENT, LLC 3,899 $632K 0.05% +1,853 13F-HR Timeline Swisher Financial Concepts, Inc. More: the full row for Swisher Financial Concepts, Inc. 3,891 $630K 0.36% -22 13F-HR Timeline American Trust More: the full row for American Trust 3,886 $630K 0.05% +1,306 13F-HR Timeline SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 3,856 $625K 0.05% +945 13F-HR Timeline Seelaus Asset Management LLC More: the full row for Seelaus Asset Management LLC 3,850 $624K 0.49% 0 13F-HR Timeline Strategies Wealth Advisors, LLC More: the full row for Strategies Wealth Advisors, LLC 3,832 $621K 0.06% -398 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 3,829 $620K 0.03% -394 13F-HR Timeline BostonPremier Wealth LLC More: the full row for BostonPremier Wealth LLC 3,828 $620K 0.32% +766 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 3,829 $620K 0.01% -74 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. SMART Wealth LLC More: the full row for SMART Wealth LLC 3,804 $616K 0.19% +1,707 13F-HR Timeline VAN ECK ASSOCIATES CORP in group VAN ECK ASSOCIATES CORP More: the full row for VAN ECK ASSOCIATES CORP 3,781 $613K <0.01% +1,341 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 3,780 $612K 0.02% new 13F-HR Timeline Group Alta Wealth Advisors LLC More: the full row for Alta Wealth Advisors LLC 3,739 $606K 0.2% +741 13F-HR Timeline New Millennium Group LLC More: the full row for New Millennium Group LLC 3,732 $605K 0.26% +240 13F-HR Timeline Metis Global Partners, LLC More: the full row for Metis Global Partners, LLC 3,711 $601K 0.01% -362 13F-HR Timeline Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 3,705 $600K 0.05% +1,068 13F-HR Timeline Fortitude Advisory Group L.L.C. More: the full row for Fortitude Advisory Group L.L.C. 3,697 $599K 0.25% +246 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 3,694 $598K 0.09% 0 13F-HR Timeline Group Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 3,681 $596K 0.04% +1,455 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 3,680 $596K 0.03% +196 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 3,677 $596K 0.01% new 13F-HR Timeline Aureus Asset Management, LLC More: the full row for Aureus Asset Management, LLC 3,673 $595K 0.04% +1,000 13F-HR Timeline OPINICUS CAPITAL, INC. More: the full row for OPINICUS CAPITAL, INC. 3,635 $589K 0.41% -337 13F-HR Timeline EXENCIAL WEALTH ADVISORS, LLC More: the full row for EXENCIAL WEALTH ADVISORS, LLC 3,617 $586K 0.02% +458 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 3,617 $586K 0.04% +294 13F-HR Timeline Perpetual Ltd in group Perpetual Ltd More: the full row for Perpetual Ltd 3,617 $586K 0.01% -146,575 13F-HR Timeline Group Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 3,610 $585K <0.01% +93 13F-HR Timeline Group FineMark National Bank & Trust More: the full row for FineMark National Bank & Trust 3,607 $584K 0.02% -40 13F-HR Timeline LIBERTY WEALTH MANAGEMENT LLC More: the full row for LIBERTY WEALTH MANAGEMENT LLC 3,595 $582K 0.08% +99 13F-HR Timeline Redwood Financial Network Corp More: the full row for Redwood Financial Network Corp 3,541 $574K 0.37% -210 13F-HR Timeline Hummer Financial Advisory Services Inc More: the full row for Hummer Financial Advisory Services Inc 3,500 $567K 0.4% 0 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 3,499 $567K <0.01% -162 13F-HR Timeline Fi3 FINANCIAL ADVISORS, LLC More: the full row for Fi3 FINANCIAL ADVISORS, LLC 3,482 $564K 0.17% +84 13F-HR Timeline DUDLEY CAPITAL MANAGEMENT, LLC More: the full row for DUDLEY CAPITAL MANAGEMENT, LLC 3,475 $563K 0.25% -100 13F-HR Timeline Fideuram Asset Management (Ireland) dac More: the full row for Fideuram Asset Management (Ireland) dac 5,311 $560K 0.04% 13F-HR Timeline Grandview Asset Management LLC More: the full row for Grandview Asset Management LLC 3,450 $559K 0.15% -241 13F-HR Timeline GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 3,448 $559K 0.02% -2,090 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 3,433 $556K 0.04% -337 13F-HR Timeline Group State of Wyoming More: the full row for State of Wyoming 3,432 $556K 0.06% +1,078 13F-HR Timeline Horizon Investments, LLC More: the full row for Horizon Investments, LLC 3,426 $555K 0.01% -9,519 13F-HR Timeline BTG Pactual Asset Management US LLC in group BTG Pactual Asset Management … More: the full row for BTG Pactual Asset Management US LLC 3,413 $553K 0.06% +558 13F-HR Timeline Group Fort Sheridan Advisors LLC More: the full row for Fort Sheridan Advisors LLC 3,410 $552K 0.07% -175 13F-HR Timeline Atlatl Advisers LLC More: the full row for Atlatl Advisers LLC 3,410 $552K 0.21% 0 13F-HR Timeline WILLNER & HELLER, LLC More: the full row for WILLNER & HELLER, LLC 3,389 $549K 0.39% +1,311 13F-HR Timeline FIDUCIARY FINANCIAL GROUP, LLC More: the full row for FIDUCIARY FINANCIAL GROUP, LLC 3,373 $546K 0.08% -349 13F-HR Timeline