Ellevest, Inc. More: the full row for Ellevest, Inc. 6,641 $1.66M 0.23% +373 13F-HR Timeline GM Advisory Group, LLC More: the full row for GM Advisory Group, LLC 6,631 $1.66M 0.06% -1,233 13F-HR Timeline FSA Advisors, Inc. More: the full row for FSA Advisors, Inc. 6,592 $1.65M 1.09% +379 13F-HR Timeline CAPSTONE INVESTMENT ADVISORS, LLC in group CAPSTONE INVESTMENT ADVISORS,… More: the full row for CAPSTONE INVESTMENT ADVISORS, LLC 6,560 $1.64M 0.01% -41,588 13F-HR Timeline Group BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 6,534 $1.64M <0.01% +698 13F-HR Timeline Group WINCAP FINANCIAL LLC More: the full row for WINCAP FINANCIAL LLC 6,454 $1.62M 1.08% new 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 6,436 $1.61M 0.01% +2,493 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 6,235 $1.61M 0.05% +1,983 13F-HR Timeline SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 6,405 $1.6M 0.07% -809 13F-HR Timeline DYMON ASIA CAPITAL (SINGAPORE) PTE. LTD. in group DYMON ASIA CAPITAL (SINGAPORE… More: the full row for DYMON ASIA CAPITAL (SINGAPORE) PTE. LTD. 6,360 $1.59M 0.35% -7,200 13F-HR Timeline Group ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 6,352 $1.59M <0.01% +3,034 13F-HR Timeline Group ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 6,344 $1.59M 0.04% -817 13F-HR Timeline Concorde Asset Management, LLC More: the full row for Concorde Asset Management, LLC 6,303 $1.58M 0.77% -6,453 13F-HR Timeline Fortitude Advisory Group L.L.C. More: the full row for Fortitude Advisory Group L.L.C. 6,302 $1.58M 0.71% +2,605 13F-HR Timeline Richard W. Paul & Associates, LLC More: the full row for Richard W. Paul & Associates, LLC 6,219 $1.56M 0.52% -742 13F-HR Timeline Broderick Brian C More: the full row for Broderick Brian C 6,200 $1.55M 0.29% new 13F-HR Timeline Engineers Gate Manager LP More: the full row for Engineers Gate Manager LP 6,196 $1.55M 0.02% -81,949 13F-HR Timeline McLaughlin Asset Management, Inc. More: the full row for McLaughlin Asset Management, Inc. 6,151 $1.54M 1.47% -667 13F-HR Timeline IAM Advisory, LLC More: the full row for IAM Advisory, LLC 6,134 $1.54M 0.34% -88 13F-HR Timeline WealthTrust Asset Management, LLC More: the full row for WealthTrust Asset Management, LLC 6,112 $1.53M 0.91% -73 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 9,414 $1.53M 0.03% 0 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 6,086 $1.53M 0.17% +865 13F-HR Timeline FOURPATH CAPITAL MANAGEMENT, LLC More: the full row for FOURPATH CAPITAL MANAGEMENT, LLC 6,066 $1.52M 0.22% +4,388 13F-HR Timeline WESTPORT ASSET MANAGEMENT INC More: the full row for WESTPORT ASSET MANAGEMENT INC 6,000 $1.5M 0.66% -2,000 13F-HR Timeline STEEL GROVE CAPITAL ADVISORS, LLC More: the full row for STEEL GROVE CAPITAL ADVISORS, LLC 5,999 $1.5M 0.16% +4 13F-HR Timeline Walser Wealth Management Company, A Ltd… More: the full row for Walser Wealth Management Company, A Ltd Liability Co 5,994 $1.5M 0.67% -39 13F-HR Timeline WRIGHT INVESTORS SERVICE INC More: the full row for WRIGHT INVESTORS SERVICE INC 5,994 $1.5M 0.47% +638 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Bull Harbor Capital LLC More: the full row for Bull Harbor Capital LLC 5,908 $1.48M 0.4% 13F-HR Timeline Berbice Capital Management LLC More: the full row for Berbice Capital Management LLC 5,900 $1.48M 0.97% 0 13F-HR Timeline Marin Bay Wealth Advisors, LLC More: the full row for Marin Bay Wealth Advisors, LLC 5,877 $1.47M 0.89% -52 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 5,877 $1.47M 0.06% +431 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 5,833 $1.46M 0.05% +850 13F-HR Timeline Aspire Private Capital, LLC More: the full row for Aspire Private Capital, LLC 5,791 $1.45M 0.33% -1,271 13F-HR Timeline Tempo Wealth, LLC More: the full row for Tempo Wealth, LLC 5,790 $1.45M 0.25% +491 13F-HR Timeline San Luis Wealth Advisors LLC More: the full row for San Luis Wealth Advisors LLC 5,773 $1.45M 0.24% +328 13F-HR Timeline EdgeRock Capital LLC More: the full row for EdgeRock Capital LLC 5,763 $1.45M 0.39% -2,279 13F-HR Timeline STOCK YARDS BANK & TRUST CO More: the full row for STOCK YARDS BANK & TRUST CO 5,763 $1.44M 0.04% -50 13F-HR Timeline GAM Holding AG in group GAM Holding AG More: the full row for GAM Holding AG 5,748 $1.44M 0.13% +1,457 13F-HR Timeline Group S.A. Mason LLC More: the full row for S.A. Mason LLC 5,712 $1.43M 0.54% -16 13F-HR Timeline Sidoxia Capital Management, LLC More: the full row for Sidoxia Capital Management, LLC 5,710 $1.43M 1.24% 13F-HR Timeline Formidable Asset Management, LLC More: the full row for Formidable Asset Management, LLC 8,792 $1.42M 0.22% -158 13F-HR Timeline Silverleafe Capital Partners, LLC More: the full row for Silverleafe Capital Partners, LLC 5,637 $1.41M 0.43% new 13F-HR Timeline Plancorp, LLC More: the full row for Plancorp, LLC 4,785 $1.41M 0.04% -540 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 5,625 $1.41M 0.05% +341 13F-HR Timeline Oxford Wealth Group, LLC More: the full row for Oxford Wealth Group, LLC 5,615 $1.41M 0.77% -291 13F-HR Timeline Precision Wealth Strategies, LLC More: the full row for Precision Wealth Strategies, LLC 5,608 $1.41M 0.47% +6 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 5,594 $1.4M 0.26% +1,612 13F-HR Timeline Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 5,551 $1.39M +3,269 Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 5,933 $1.39M 0.09% -207 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 5,512 $1.38M 0.05% -905 13F-HR Timeline Astoria Portfolio Advisors LLC. More: the full row for Astoria Portfolio Advisors LLC. 4,284 $1.38M 0.3% +145 13F-HR Timeline Williamson Legacy Group, LLC More: the full row for Williamson Legacy Group, LLC 5,509 $1.38M 1.03% new 13F-HR Timeline Hartford Funds Management Co LLC More: the full row for Hartford Funds Management Co LLC 5,495 $1.38M 0.12% -1,506 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 5,453 $1.37M 0.07% +100 13F-HR Timeline DB&C Advisors, LLC More: the full row for DB&C Advisors, LLC 5,448 $1.37M 1.77% -24 13F-HR Timeline Hilton Head Capital Partners, LLC More: the full row for Hilton Head Capital Partners, LLC 5,431 $1.36M 0.77% -98 13F-HR Timeline Catalyst Capital Advisors LLC More: the full row for Catalyst Capital Advisors LLC 5,425 $1.36M 0.03% 0 13F-HR Timeline Graham Capital Management, L.P. More: the full row for Graham Capital Management, L.P. 5,400 $1.35M 0.05% -10,849 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 5,380 $1.35M 0.02% +50 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 5,356 $1.34M 0.02% +1,097 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 5,330 $1.34M 0.15% +2,200 13F-HR Timeline Hobbs Group Advisors, LLC More: the full row for Hobbs Group Advisors, LLC 5,329 $1.34M 0.4% -367 13F-HR Timeline Clear Harbor Asset Management, LLC More: the full row for Clear Harbor Asset Management, LLC 5,307 $1.33M 0.09% +18 13F-HR Timeline MCDONALD PARTNERS LLC More: the full row for MCDONALD PARTNERS LLC 5,268 $1.32M 0.31% +343 13F-HR Timeline Insight Wealth Partners, LLC More: the full row for Insight Wealth Partners, LLC 5,260 $1.32M 0.53% +6 13F-HR Timeline BURLING WEALTH PARTNERS, LLC More: the full row for BURLING WEALTH PARTNERS, LLC 5,240 $1.31M 0.21% +12 13F-HR Timeline Accent Capital Management, LLC More: the full row for Accent Capital Management, LLC 5,226 $1.31M 0.63% +21 13F-HR/A Timeline 71 West Capital Partners More: the full row for 71 West Capital Partners 5,225 $1.31M 0.06% +275 13F-HR Timeline Quantum Portfolio Management LLC More: the full row for Quantum Portfolio Management LLC 5,205 $1.3M 0.57% -54 13F-HR/A Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 4,637 $1.3M 0.04% +906 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 5,139 $1.29M 0.41% +11 13F-HR Timeline Presidio Capital Management, LLC More: the full row for Presidio Capital Management, LLC 5,163 $1.29M 0.38% +47 13F-HR Timeline Hudock, Inc. More: the full row for Hudock, Inc. 5,116 $1.28M 0.19% -489 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 5,089 $1.28M 0.06% +1,409 13F-HR Timeline WIN ADVISORS, INC More: the full row for WIN ADVISORS, INC 5,082 $1.27M 0.58% -459 13F-HR Timeline LMR Partners LLP in group LMR Partners LLP More: the full row for LMR Partners LLP 5,075 $1.27M 0.01% -64,925 13F-HR Timeline Group JBR Co Financial Management Inc More: the full row for JBR Co Financial Management Inc 7,817 $1.27M 0.53% 0 13F-HR Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 5,046 $1.26M 0.01% +236 13F-HR Timeline Group Hunting Hill Global Capital, LLC More: the full row for Hunting Hill Global Capital, LLC 5,043 $1.26M 1.51% -5,518 13F-HR Timeline Segment Wealth Management, LLC More: the full row for Segment Wealth Management, LLC 5,042 $1.26M 0.07% -2 13F-HR Timeline Balyasny Asset Management L.P. in group Balyasny Asset Management More: the full row for Balyasny Asset Management L.P. 5,037 $1.26M <0.01% new 13F-HR Timeline Group RFG Advisory, LLC More: the full row for RFG Advisory, LLC 5,033 $1.26M 0.02% +1,968 13F-HR Timeline JACOBS LEVY EQUITY MANAGEMENT, INC More: the full row for JACOBS LEVY EQUITY MANAGEMENT, INC 5,009 $1.26M 0.01% -6,196 13F-HR Timeline Regal Partners Ltd in group Regal Partners Ltd More: the full row for Regal Partners Ltd 5,000 $1.25M 0.07% +2,500 13F-HR Timeline Group Harbor Advisors LLC More: the full row for Harbor Advisors LLC 5,000 $1.25M 0.18% 0 13F-HR Timeline WT Asset Management Ltd More: the full row for WT Asset Management Ltd 5,000 $1.25M 0.03% -344,173 13F-HR Timeline FORTRESS PRIVATE LEDGER, LLC More: the full row for FORTRESS PRIVATE LEDGER, LLC 4,998 $1.25M 0.39% +275 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 4,989 $1.25M 0.16% -1,000 13F-HR Timeline New England Research & Management, Inc. More: the full row for New England Research & Management, Inc. 4,950 $1.24M 0.52% -3,479 13F-HR Timeline AlTi Global, Inc. in group AlTi Global, Inc. More: the full row for AlTi Global, Inc. 4,945 $1.24M 0.03% +9 13F-HR Timeline Group DOVER ADVISORS, LLC More: the full row for DOVER ADVISORS, LLC 4,870 $1.22M 0.5% -1,712 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. 4,870 $1.22M 0.02% -5,153 13F-HR Timeline Group Calydon Capital More: the full row for Calydon Capital 4,846 $1.21M 0.2% -937 13F-HR Timeline NBZ Investment Advisors LLC More: the full row for NBZ Investment Advisors LLC 4,805 $1.2M 0.53% new 13F-HR Timeline Veracity Capital LLC More: the full row for Veracity Capital LLC 4,797 $1.2M 0.43% -824 13F-HR Timeline Strategic Investment Advisors / MI More: the full row for Strategic Investment Advisors / MI 4,756 $1.2M 0.08% +1,906 13F-HR Timeline Kepler Cheuvreux (Suisse) SA More: the full row for Kepler Cheuvreux (Suisse) SA 4,750 $1.19M 0.08% -686 13F-HR Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 4,746 $1.19M 0.05% -22,161 13F-HR Timeline Claro Advisors Inc. More: the full row for Claro Advisors Inc. 4,728 $1.18M 0.14% +433 13F-HR Timeline FOX RUN MANAGEMENT, L.L.C. More: the full row for FOX RUN MANAGEMENT, L.L.C. 5,058 $1.18M 0.21% +1,016 13F-HR Timeline PINCUS CAPITAL MANAGEMENT, LP More: the full row for PINCUS CAPITAL MANAGEMENT, LP 4,713 $1.18M 0.82% +38 13F-HR Timeline C M BIDWELL & ASSOCIATES LTD More: the full row for C M BIDWELL & ASSOCIATES LTD 4,692 $1.18M 0.55% -26 13F-HR Timeline Dynasty Wealth Management, LLC More: the full row for Dynasty Wealth Management, LLC 4,686 $1.17M 0.01% -338 13F-HR Timeline Quadcap Wealth Management, LLC More: the full row for Quadcap Wealth Management, LLC 4,680 $1.17M 0.13% -603 13F-HR Timeline LEDERER & ASSOCIATES INVESTMENT COUNSEL… More: the full row for LEDERER & ASSOCIATES INVESTMENT COUNSEL/CA 4,624 $1.16M 0.82% -155 13F-HR Timeline Hillsdale Investment Management Inc. More: the full row for Hillsdale Investment Management Inc. 4,600 $1.15M 0.03% new 13F-HR Timeline J.P. Marvel Investment Advisors, LLC More: the full row for J.P. Marvel Investment Advisors, LLC 4,600 $1.15M 0.16% 0 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 4,589 $1.15M 0.03% -2,000 13F-HR Timeline Group CERTUITY, LLC More: the full row for CERTUITY, LLC 4,502 $1.13M 0.07% +2,207 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 4,496 $1.13M 0.05% +544 13F-HR Timeline Ascentis Independent Advisors in group Ascentis Wealth Management, L… More: the full row for Ascentis Independent Advisors 4,496 $1.13M 0.09% +1,530 13F-HR Timeline Group KANE INVESTMENT MANAGEMENT, INC. More: the full row for KANE INVESTMENT MANAGEMENT, INC. 4,491 $1.13M 0.58% +112 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 4,470 $1.12M 0.01% -781 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 4,430 $1.11M 0.09% +4 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 4,424 $1.11M 0.06% +1,739 13F-HR Timeline Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 4,418 $1.11M 0.07% +737 13F-HR Timeline Tripletail Wealth Management, LLC More: the full row for Tripletail Wealth Management, LLC 4,236 $1.11M 1.51% -450 13F-HR Timeline Huntleigh Advisors, Inc. More: the full row for Huntleigh Advisors, Inc. 4,408 $1.1M 0.19% +310 13F-HR Timeline GLOBEFLEX CAPITAL L P More: the full row for GLOBEFLEX CAPITAL L P 4,400 $1.1M 0.17% 0 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 4,371 $1.1M 0.01% +761 13F-HR Timeline Group Outlook Wealth Advisors, LLC More: the full row for Outlook Wealth Advisors, LLC 4,358 $1.09M 0.26% -99 13F-HR Timeline LaSalle St. Investment Advisors, LLC More: the full row for LaSalle St. Investment Advisors, LLC 4,338 $1.09M 0.15% +16 13F-HR Timeline RFG - Bristol Wealth Advisors, LLC More: the full row for RFG - Bristol Wealth Advisors, LLC 4,317 $1.08M 0.29% -351 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 6,666 $1.08M 0.05% 0 13F-HR Timeline Edgestream Partners, L.P. More: the full row for Edgestream Partners, L.P. 4,308 $1.08M 0.04% new 13F-HR Timeline MBL Wealth, LLC More: the full row for MBL Wealth, LLC 4,273 $1.07M 0.08% +939 13F-HR Timeline Heritage Trust Co More: the full row for Heritage Trust Co 4,255 $1.07M 0.11% +103 13F-HR Timeline Lotus Technology Management, LP More: the full row for Lotus Technology Management, LP 4,240 $1.06M 3.93% new 13F-HR Timeline GLOBALT Investments LLC / GA More: the full row for GLOBALT Investments LLC / GA 4,238 $1.06M 0.04% -44 13F-HR Timeline Argent Trust Co More: the full row for Argent Trust Co 4,235 $1.06M 0.04% -614 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 4,220 $1.06M 0.02% -2,091 13F-HR Timeline Greenline Wealth Management LLC More: the full row for Greenline Wealth Management LLC 4,186 $1.05M 1.21% +105 13F-HR Timeline Bison Wealth, LLC More: the full row for Bison Wealth, LLC 2,828 $1.05M 0.1% +229 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 4,171 $1.05M 0.21% -1,122 13F-HR Timeline Bluebird Wealth Management LLC More: the full row for Bluebird Wealth Management LLC 4,163 $1.04M 1.07% +155 13F-HR Timeline Trinity Financial Advisors LLC More: the full row for Trinity Financial Advisors LLC 4,127 $1.03M 0.29% -299 13F-HR Timeline BRIDGES INVESTMENT MANAGEMENT INC More: the full row for BRIDGES INVESTMENT MANAGEMENT INC 4,125 $1.03M 0.01% +20 13F-HR Timeline Global Assets Advisory, LLC More: the full row for Global Assets Advisory, LLC 4,115 $1.03M 0.3% -564 13F-HR Timeline ELEMENT POINTE ADVISORS, LLC More: the full row for ELEMENT POINTE ADVISORS, LLC 4,102 $1.03M 0.19% -4,591 13F-HR Timeline Bedell Frazier Investment Counselling, … More: the full row for Bedell Frazier Investment Counselling, LLC 4,095 $1.03M 0.21% -175 13F-HR Timeline United Asset Strategies, Inc. More: the full row for United Asset Strategies, Inc. 4,023 $1.01M 0.08% new 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 4,021 $1.01M 0.16% +78 13F-HR Timeline PENSION & WEALTH MANAGEMENT ADVISORS, I… More: the full row for PENSION & WEALTH MANAGEMENT ADVISORS, INC. 4,006 $1M 0.3% -542 13F-HR Timeline VAN ECK ASSOCIATES CORP in group VAN ECK ASSOCIATES CORP More: the full row for VAN ECK ASSOCIATES CORP 3,973 $996K <0.01% +192 13F-HR Timeline Group WEALTHEDGE INVESTMENT ADVISORS, LLC More: the full row for WEALTHEDGE INVESTMENT ADVISORS, LLC 3,959 $992K 0.36% +57 13F-HR Timeline Alta Wealth Advisors LLC More: the full row for Alta Wealth Advisors LLC 3,949 $990K 0.32% +210 13F-HR Timeline CenterStar Asset Management, LLC More: the full row for CenterStar Asset Management, LLC 3,946 $989K 0.95% new 13F-HR Timeline Maridea Wealth Management LLC More: the full row for Maridea Wealth Management LLC 3,942 $988K 0.14% new 13F-HR Timeline WealthBridge Capital Management, LLC More: the full row for WealthBridge Capital Management, LLC 3,930 $985K 0.23% -521 13F-HR Timeline Swisher Financial Concepts, Inc. More: the full row for Swisher Financial Concepts, Inc. 3,922 $983K 0.55% +31 13F-HR Timeline Fi3 FINANCIAL ADVISORS, LLC More: the full row for Fi3 FINANCIAL ADVISORS, LLC 3,911 $980K 0.28% +429 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 3,890 $975K 0.06% +273 13F-HR Timeline Retireful, LLC More: the full row for Retireful, LLC 3,879 $972K 1.37% new 13F-HR Timeline CALTON & ASSOCIATES, INC. More: the full row for CALTON & ASSOCIATES, INC. 3,858 $967K 0.14% -856 13F-HR Timeline Mason & Associates Inc More: the full row for Mason & Associates Inc 4,126 $966K 0.19% +5 13F-HR Timeline WASHINGTON CAPITAL MANAGEMENT, INC More: the full row for WASHINGTON CAPITAL MANAGEMENT, INC 3,850 $965K 0.81% -850 13F-HR Timeline Seelaus Asset Management LLC More: the full row for Seelaus Asset Management LLC 3,850 $965K 0.7% 0 13F-HR Timeline PROFUND ADVISORS LLC More: the full row for PROFUND ADVISORS LLC 3,841 $962K 0.04% new 13F-HR Timeline Tactive Advisors, LLC More: the full row for Tactive Advisors, LLC 3,830 $960K 0.27% +933 13F-HR Timeline BostonPremier Wealth LLC More: the full row for BostonPremier Wealth LLC 3,828 $959K 0.5% 0 13F-HR Timeline PINKERTON WEALTH, LLC More: the full row for PINKERTON WEALTH, LLC 5,905 $957K 0.09% +115 13F-HR Timeline EXENCIAL WEALTH ADVISORS, LLC More: the full row for EXENCIAL WEALTH ADVISORS, LLC 3,808 $954K 0.03% +191 13F-HR Timeline Stonehage Fleming Financial Services Ho… in group Stonehage Fleming Financial S… More: the full row for Stonehage Fleming Financial Services Holdings Ltd 3,780 $947K 0.03% 0 13F-HR Timeline Group HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 2,780 $945K 0.02% +481 13F-HR Timeline PARUS FINANCE (UK) Ltd More: the full row for PARUS FINANCE (UK) Ltd 3,770 $945K 0.28% -641 13F-HR Timeline Herold Advisors, Inc. More: the full row for Herold Advisors, Inc. 3,767 $944K 0.21% -523 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 3,741 $937K 0.01% -88 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. MAGNOLIA CAPITAL MANAGEMENT LTD More: the full row for MAGNOLIA CAPITAL MANAGEMENT LTD 3,740 $937K 0.63% +640 13F-HR Timeline DRW Securities, LLC More: the full row for DRW Securities, LLC 3,728 $934K 0.05% -293 13F-HR Timeline Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 3,726 $934K 0.02% +1,332 13F-HR Timeline Group MWA Asset Management More: the full row for MWA Asset Management 3,720 $932K 0.51% +493 13F-HR/A Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 3,719 $932K 0.04% -110 13F-HR Timeline ALGEBRIS (UK) LTD in group ALGEBRIS (UK) LTD More: the full row for ALGEBRIS (UK) LTD 3,717 $930K 0.07% -970 13F-HR Timeline Group Daybright Advisory Services, Inc. More: the full row for Daybright Advisory Services, Inc. 3,705 $928K 0.26% -4,684 13F-HR Timeline SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 3,693 $925K 0.07% -163 13F-HR Timeline Mosley Wealth Management More: the full row for Mosley Wealth Management 6,124 $924K 0.42% +63 13F-HR Timeline Americana Partners, LLC More: the full row for Americana Partners, LLC 3,677 $921K 0.02% +668 13F-HR Timeline Aureus Asset Management, LLC More: the full row for Aureus Asset Management, LLC 3,673 $920K 0.06% 0 13F-HR Timeline LightSquare Wealth Management, LLC More: the full row for LightSquare Wealth Management, LLC 3,672 $920K 0.69% 13F-HR Timeline Kingsman Wealth Management, Inc. More: the full row for Kingsman Wealth Management, Inc. 3,658 $917K 0.51% -7,665 13F-HR Timeline GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 3,649 $914K 0.04% +201 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 3,648 $914K 0.08% -601 13F-HR Timeline Birch Hill Investment Advisors LLC More: the full row for Birch Hill Investment Advisors LLC 3,625 $908K 0.04% +850 13F-HR Timeline National Wealth Management Group, LLC More: the full row for National Wealth Management Group, LLC 3,612 $905K 0.34% -2,002 13F-HR Timeline AXQ CAPITAL, LP More: the full row for AXQ CAPITAL, LP 3,612 $905K 0.12% -3,207 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 3,602 $902K 0.14% -92 13F-HR Timeline Group Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 3,584 $898K 0.08% +383 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 3,573 $895K 0.05% +2,721 13F-HR Timeline GLENMEDE TRUST CO NA in group GLENMEDE TRUST CO NA More: the full row for GLENMEDE TRUST CO NA 3,553 $890K <0.01% new 13F-HR Timeline Group Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 3,549 $889K 0.01% -2,342 13F-HR Timeline Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 3,007 $887K 0.11% +347 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 3,511 $880K 0.01% +12 13F-HR Timeline MINDSET WEALTH MANAGEMENT, LLC More: the full row for MINDSET WEALTH MANAGEMENT, LLC 3,507 $879K 0.24% -418 13F-HR Timeline Hummer Financial Advisory Services Inc More: the full row for Hummer Financial Advisory Services Inc 3,500 $877K 0.62% 0 13F-HR Timeline Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 2,853 $874K 0.06% -14 13F-HR Timeline Acumen Wealth Advisors, LLC More: the full row for Acumen Wealth Advisors, LLC 3,477 $871K 0.23% +3,266 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 3,453 $865K 0.01% +440 13F-HR Timeline DARA CAPITAL US, INC. More: the full row for DARA CAPITAL US, INC. 3,439 $862K 0.82% +70 13F-HR Timeline Atlatl Advisers LLC More: the full row for Atlatl Advisers LLC 3,410 $854K 0.63% 0 13F-HR Timeline Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 3,404 $853K 0.01% +89 13F-HR Timeline