Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 47,861 $6.6M -4,993 Timeline TWIN FOCUS CAPITAL PARTNERS, LLC More: the full row for TWIN FOCUS CAPITAL PARTNERS, LLC 47,034 $6.48M 0.82% +1,971 13F-HR Timeline ICONIQ Capital, LLC in group ICONIQ Capital, LLC More: the full row for ICONIQ Capital, LLC 46,589 $6.42M 0.08% +68 13F-HR Timeline Group Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 46,532 $6.41M 0.11% +29 13F-HR Timeline Group IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 46,409 $6.4M 0.02% +1,425 13F-HR Timeline CIBC WORLD MARKET INC. More: the full row for CIBC WORLD MARKET INC. 46,328 $6.38M 0.01% +8,426 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 46,318 $6.38M 0.15% +1,533 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 46,302 $6.38M 0.06% +3,363 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 46,203 $6.37M 0.02% +971 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 44,801 $6.17M <0.01% +5,106 13F-HR Timeline Group Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 43,980 $6.17M 0.55% +4,157 13F-HR Timeline CLIFTONLARSONALLEN WEALTH ADVISORS, LLC More: the full row for CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 44,137 $6.08M 0.1% +68 13F-HR Timeline Banco Santander, S.A. in group Banco Santander, S.A. More: the full row for Banco Santander, S.A. 43,996 $6.06M 0.05% -52,999 13F-HR Timeline Group CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 43,875 $6.05M 0.01% +1,935 13F-HR Timeline BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 43,648 $6.01M <0.01% -57,749 13F-HR Timeline Group EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 43,626 $6.01M 0.24% +3,891 13F-HR Timeline Group Donor Advised Charitable Giving, Inc. More: the full row for Donor Advised Charitable Giving, Inc. 43,400 $5.98M 0.12% 0 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 43,394 $5.98M 0.03% +8,262 13F-HR Timeline Destiny Wealth Partners, LLC More: the full row for Destiny Wealth Partners, LLC 43,152 $5.95M 0.73% -1 13F-HR Timeline Breakwater Investment Management More: the full row for Breakwater Investment Management 43,068 $5.93M 2.19% -1,544 13F-HR Timeline Arbor Investment Advisors, LLC More: the full row for Arbor Investment Advisors, LLC 42,131 $5.81M 0.74% -568 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 41,719 $5.79M 0.22% +375 13F-HR Timeline STUDIO INVESTMENT MANAGEMENT LLC More: the full row for STUDIO INVESTMENT MANAGEMENT LLC 41,760 $5.75M 1.09% +439 13F-HR Timeline Secure Asset Management, LLC More: the full row for Secure Asset Management, LLC 41,404 $5.73M 0.95% +5,217 13F-HR Timeline SECURITY NATIONAL BANK OF SO DAK More: the full row for SECURITY NATIONAL BANK OF SO DAK 41,275 $5.69M 2.86% +1,230 13F-HR Timeline Bluespring Wealth Management, LLC More: the full row for Bluespring Wealth Management, LLC 40,971 $5.65M 0.49% -670 13F-HR Timeline PLANNING DIRECTIONS INC More: the full row for PLANNING DIRECTIONS INC 40,900 $5.64M 2.94% +987 13F-HR Timeline NavPoint Financial, Inc. More: the full row for NavPoint Financial, Inc. 40,749 $5.62M 2.94% +132 13F-HR Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 40,624 $5.6M 0.08% +23,740 13F-HR Timeline Group Sarasin & Partners LLP in group Sarasin & Partners LLP More: the full row for Sarasin & Partners LLP 40,413 $5.55M 0.05% +10,466 13F-HR Timeline Group Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 40,194 $5.54M 0.08% +2,110 13F-HR Timeline Harpswell Capital Advisors, LLC More: the full row for Harpswell Capital Advisors, LLC 40,144 $5.53M 5.28% 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 39,890 $5.5M 0.11% +36 13F-HR Timeline Group Stokes Family Office, LLC More: the full row for Stokes Family Office, LLC 39,504 $5.44M 0.52% +2,529 13F-HR Timeline Caprock Group, LLC More: the full row for Caprock Group, LLC 40,432 $5.41M 0.13% 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 38,081 $5.25M 0.03% +239 13F-HR Timeline Leonard Rickey Investment Advisors P.L.… More: the full row for Leonard Rickey Investment Advisors P.L.L.C. 37,719 $5.2M 0.98% -260 13F-HR Timeline Northstar Group, Inc. More: the full row for Northstar Group, Inc. 37,593 $5.18M 0.75% +228 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 37,482 $5.16M 0.06% +5,398 13F-HR Timeline Group Apella Capital, LLC More: the full row for Apella Capital, LLC 37,243 $5.13M 0.11% -1,452 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 36,866 $5.08M 0.69% -19,001 13F-HR Timeline HOWARD WEALTH MANAGEMENT, LLC More: the full row for HOWARD WEALTH MANAGEMENT, LLC 36,649 $5.05M 2.32% +188 13F-HR Timeline Baker Ellis Asset Management LLC More: the full row for Baker Ellis Asset Management LLC 36,520 $5.03M 0.62% -129 13F-HR Timeline CURA WEALTH ADVISORS, LLC More: the full row for CURA WEALTH ADVISORS, LLC 36,090 $4.97M 1.91% +13,046 13F-HR Timeline Alliance Wealth Advisors, LLC /UT More: the full row for Alliance Wealth Advisors, LLC /UT 35,986 $4.96M 1.16% new 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 35,681 $4.92M 0.09% +847 13F-HR Timeline Ironwood Financial, llc More: the full row for Ironwood Financial, llc 35,620 $4.91M 0.87% +5,901 13F-HR Timeline First Financial Bankshares Inc More: the full row for First Financial Bankshares Inc 35,519 $4.89M 0.1% new 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 34,860 $4.8M 0.1% +780 13F-HR Timeline Group DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 34,515 $4.76M 0.1% -8,404 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 34,463 $4.75M 0.06% +3,585 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 34,450 $4.75M 0.01% +2,218 13F-HR Timeline READYSTATE ASSET MANAGEMENT LP More: the full row for READYSTATE ASSET MANAGEMENT LP 34,330 $4.73M 0.23% +8,547 13F-HR Timeline McMill Wealth Management More: the full row for McMill Wealth Management 34,183 $4.71M 1.34% -6,843 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 33,784 $4.66M 0.07% +4,063 13F-HR Timeline Affiance Financial, LLC More: the full row for Affiance Financial, LLC 33,183 $4.57M 0.83% +1,827 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 32,973 $4.54M 0.11% +999 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 32,727 $4.51M 0.01% +12,895 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 32,558 $4.49M 0.05% +98 13F-HR Timeline Greenline Partners, LLC More: the full row for Greenline Partners, LLC 32,461 $4.47M 0.54% +125 13F-HR Timeline MANCHESTER FINANCIAL INC More: the full row for MANCHESTER FINANCIAL INC 32,359 $4.46M 0.89% -2,529 13F-HR Timeline SteelPeak Wealth, LLC More: the full row for SteelPeak Wealth, LLC 32,244 $4.44M 0.15% +29,015 13F-HR Timeline EQUITY INVESTMENT CORP More: the full row for EQUITY INVESTMENT CORP 32,028 $4.41M 0.09% +111 13F-HR Timeline Van Cleef Asset Management,Inc More: the full row for Van Cleef Asset Management,Inc 31,471 $4.34M 0.44% 0 13F-HR Timeline Bernzott Capital Advisors More: the full row for Bernzott Capital Advisors 31,372 $4.32M 2.04% +6,775 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 31,168 $4.3M <0.01% +21,464 13F-HR Timeline Group Novak & Powell Financial Services, Inc. More: the full row for Novak & Powell Financial Services, Inc. 31,006 $4.27M 2.25% -5 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 30,870 $4.25M 0.53% +510 13F-HR Timeline Endowment Wealth Management, Inc. More: the full row for Endowment Wealth Management, Inc. 30,323 $4.18M 1.9% -90 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 30,038 $4.14M 0.01% -993 13F-HR Timeline Group Comprehensive Wealth Management, LLC More: the full row for Comprehensive Wealth Management, LLC 29,969 $4.13M 2.93% +8,951 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 29,395 $4.09M 0.37% +501 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 29,085 $4.01M 0.02% +537 13F-HR Timeline RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 28,733 $3.96M 0.08% -201 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 28,376 $3.91M 0.07% +2,862 13F-HR Timeline Neumann Capital Management, LLC More: the full row for Neumann Capital Management, LLC 28,316 $3.9M 1.14% +376 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 27,984 $3.9M 0.09% +1,374 13F-HR Timeline UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT… More: the full row for UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT CO 27,798 $3.83M 0.55% 0 13F-HR Timeline Ridgewood Investments LLC More: the full row for Ridgewood Investments LLC 27,717 $3.82M 1.61% -451 13F-HR Timeline ARIEL INVESTMENTS, LLC More: the full row for ARIEL INVESTMENTS, LLC 27,685 $3.81M 0.04% -5,791 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 27,309 $3.76M 0.06% -370 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. W1M Asset Management Ltd More: the full row for W1M Asset Management Ltd 27,253 $3.76M 0.27% +1,179 13F-HR Timeline River Street Advisors LLC More: the full row for River Street Advisors LLC 27,117 $3.74M 1.45% +894 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 26,578 $3.66M 0.48% +390 13F-HR Timeline LongView Wealth Management More: the full row for LongView Wealth Management 26,307 $3.63M 0.98% +5,273 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 26,292 $3.62M 0.09% +2,366 13F-HR Timeline Boxwood Ventures, Inc. More: the full row for Boxwood Ventures, Inc. 26,192 $3.61M 4.02% 0 13F-HR Timeline COMPASS CAPITAL CORP /MA/ /ADV More: the full row for COMPASS CAPITAL CORP /MA/ /ADV 25,610 $3.6M 1.57% +4,174 13F-HR Timeline SEAMOUNT FINANCIAL GROUP INC More: the full row for SEAMOUNT FINANCIAL GROUP INC 26,093 $3.6M 1.7% +106 13F-HR Timeline Capital International Investors in group Capital International Investo… More: the full row for Capital International Investors 25,526 $3.51M <0.01% +2,540 13F-HR Timeline Group Americana Partners, LLC More: the full row for Americana Partners, LLC 25,341 $3.49M 0.11% +8 13F-HR Timeline SilverOak Wealth Management LLC More: the full row for SilverOak Wealth Management LLC 25,310 $3.49M 0.59% +23 13F-HR Timeline Sharkey, Howes & Javer More: the full row for Sharkey, Howes & Javer 25,279 $3.48M 0.45% -2,256 13F-HR Timeline Allie Family Office LLC More: the full row for Allie Family Office LLC 24,947 $3.44M 1.63% -1,385 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 24,805 $3.42M 2.25% -3,014 13F-HR Timeline Tanager Wealth Management LLP More: the full row for Tanager Wealth Management LLP 24,775 $3.41M 0.36% +1,382 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 24,699 $3.4M 0.24% +433 13F-HR Timeline Portside Wealth Group, LLC More: the full row for Portside Wealth Group, LLC 24,297 $3.35M 0.46% +22,287 13F-HR Timeline Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 23,913 $3.29M 0.78% -232 13F-HR Timeline Windsor Advisory Group, LLC More: the full row for Windsor Advisory Group, LLC 23,892 $3.29M 2.91% +527 13F-HR Timeline Aspiring Ventures, LLC More: the full row for Aspiring Ventures, LLC 23,335 $3.22M 1.14% -75 13F-HR Timeline GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 22,774 $3.14M 0.1% -3,212 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 22,656 $3.12M 0.05% +96 13F-HR Timeline Verity Asset Management, Inc. More: the full row for Verity Asset Management, Inc. 22,180 $3.06M 1% +10,912 13F-HR Timeline Curi Capital, LLC More: the full row for Curi Capital, LLC 22,088 $3.04M 0.06% +108 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 21,811 $3.01M 0.1% +3,720 13F-HR Timeline BANK HAPOALIM BM in group BANK HAPOALIM BM More: the full row for BANK HAPOALIM BM 21,671 $2.99M 0.37% +3,198 13F-HR Timeline Group Pictet North America Advisors SA More: the full row for Pictet North America Advisors SA 21,609 $2.98M 0.28% +172 13F-HR Timeline BBR PARTNERS, LLC More: the full row for BBR PARTNERS, LLC 21,566 $2.97M 0.17% 0 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 21,500 $2.96M 0.25% 0 13F-HR Timeline FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 21,418 $2.95M <0.01% 0 13F-HR Timeline Group FIDUCIENT ADVISORS LLC More: the full row for FIDUCIENT ADVISORS LLC 21,141 $2.91M 0.34% -1,173 13F-HR Timeline Symmetry Partners, LLC More: the full row for Symmetry Partners, LLC 20,731 $2.86M 0.31% -818 13F-HR Timeline Wilson & Boucher Capital Management, LLC More: the full row for Wilson & Boucher Capital Management, LLC 20,702 $2.85M 1.88% +4,400 13F-HR Timeline Midwestern Financial, LLC /IA More: the full row for Midwestern Financial, LLC /IA 20,408 $2.81M 2.41% -748 13F-HR Timeline Wealthstream Advisors, Inc. More: the full row for Wealthstream Advisors, Inc. 20,294 $2.8M 0.42% -41 13F-HR Timeline Royal Fund Management, LLC More: the full row for Royal Fund Management, LLC 20,108 $2.78M 0.33% -4,925 13F-HR Timeline West Family Investments, Inc. More: the full row for West Family Investments, Inc. 19,288 $2.77M 0.62% -2 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 19,917 $2.74M 0.09% +165 13F-HR Timeline Balentine LLC More: the full row for Balentine LLC 19,894 $2.74M 0.1% +2,034 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 19,703 $2.72M <0.01% -1,485,049 13F-HR Timeline Group CERTIOR FINANCIAL GROUP, LLC More: the full row for CERTIOR FINANCIAL GROUP, LLC 19,564 $2.7M 1.83% new 13F-HR Timeline Hartmann Taylor Wealth Management, LLC More: the full row for Hartmann Taylor Wealth Management, LLC 19,436 $2.68M 1.92% +406 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 19,435 $2.68M 0.05% -386 13F-HR Timeline BAILARD, INC. More: the full row for BAILARD, INC. 19,411 $2.67M 0.06% +15,031 13F-HR Timeline Freestone Capital Holdings, LLC in group Freestone Capital Holdings, L… More: the full row for Freestone Capital Holdings, LLC 19,225 $2.65M 0.08% -544 13F-HR Timeline Group Strategic Family Wealth Counselors, L.L… More: the full row for Strategic Family Wealth Counselors, L.L.C. 19,131 $2.64M 0.68% +785 13F-HR Timeline BSW Wealth Partners More: the full row for BSW Wealth Partners 19,025 $2.62M 0.33% +2,976 13F-HR Timeline SCOTIA CAPITAL INC. More: the full row for SCOTIA CAPITAL INC. 18,850 $2.6M 0.01% +1,020 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 18,584 $2.56M 0.07% -31 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 18,513 $2.55M 0.09% +5,301 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 18,416 $2.54M 0.01% -461 13F-HR Timeline CUTLER INVESTMENT COUNSEL LLC More: the full row for CUTLER INVESTMENT COUNSEL LLC 18,406 $2.54M 0.27% +1,163 13F-HR Timeline HT Partners LLC More: the full row for HT Partners LLC 18,139 $2.5M 0.76% -1,519 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 18,033 $2.48M 0.1% +475 13F-HR Timeline First Pacific Advisors, LP More: the full row for First Pacific Advisors, LP 17,965 $2.48M 0.03% +1,188 13F-HR Timeline Fort Point Capital Partners LLC More: the full row for Fort Point Capital Partners LLC 17,810 $2.45M 0.31% -1,820 13F-HR Timeline Verus Financial Partners, Inc. More: the full row for Verus Financial Partners, Inc. 17,676 $2.44M 0.23% +2,940 13F-HR Timeline HTG Investment Advisors, Inc. More: the full row for HTG Investment Advisors, Inc. 17,619 $2.43M 0.82% +1,738 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 17,382 $2.4M 0.05% -1,492 13F-HR Timeline NEUBERGER BERMAN GROUP LLC in group NEUBERGER BERMAN GROUP LLC More: the full row for NEUBERGER BERMAN GROUP LLC 17,082 $2.35M <0.01% +399 13F-HR Timeline Group EDMOND DE ROTHSCHILD HOLDING S.A. in group EDMOND DE ROTHSCHILD HOLDING … More: the full row for EDMOND DE ROTHSCHILD HOLDING S.A. 17,000 $2.34M 0.04% 0 13F-HR Timeline Group DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 16,958 $2.34M 0.08% -850 13F-HR Timeline CX Institutional More: the full row for CX Institutional 16,949 $2.34M 0.07% +294 13F-HR Timeline Efficient Advisors, LLC More: the full row for Efficient Advisors, LLC 16,938 $2.33M 0.13% -1,428 13F-HR Timeline Blueprint Investment Partners LLC group of 2 filers holding More: the full row for Blueprint Investment Partners LLC 16,880 $2.33M new Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 16,792 $2.31M 0.48% -419 13F-HR Timeline FIRST CITIZENS BANK & TRUST CO More: the full row for FIRST CITIZENS BANK & TRUST CO 16,675 $2.3M 0.05% +100 13F-HR Timeline THOMPSON INVESTMENT MANAGEMENT, INC. More: the full row for THOMPSON INVESTMENT MANAGEMENT, INC. 16,560 $2.28M 0.3% 0 13F-HR Timeline EWA, LLC More: the full row for EWA, LLC 16,513 $2.28M 0.63% -140 13F-HR Timeline Astoria Strategic Wealth, Inc. More: the full row for Astoria Strategic Wealth, Inc. 16,353 $2.25M 0.57% -508 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 16,351 $2.25M 0.07% +748 13F-HR Timeline Investment Planning Advisors, Inc. More: the full row for Investment Planning Advisors, Inc. 16,285 $2.24M 0.71% +1,743 13F-HR Timeline PRESILIUM PRIVATE WEALTH, LLC More: the full row for PRESILIUM PRIVATE WEALTH, LLC 16,238 $2.24M 0.42% +102 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 16,185 $2.23M <0.01% +331 13F-HR Timeline Group Silver Coast Investments LLC More: the full row for Silver Coast Investments LLC 16,137 $2.22M 0.76% +3,243 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 16,131 $2.22M 0.04% +3,196 13F-HR Timeline CFS Investment Advisory Services, LLC More: the full row for CFS Investment Advisory Services, LLC 15,625 $2.19M 0.16% +902 13F-HR Timeline HRC WEALTH MANAGEMENT, LLC More: the full row for HRC WEALTH MANAGEMENT, LLC 15,872 $2.19M 1.07% +466 13F-HR Timeline 180 WEALTH ADVISORS, LLC More: the full row for 180 WEALTH ADVISORS, LLC 15,626 $2.15M 0.26% -48 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 15,402 $2.12M 0.01% +16 13F-HR Timeline KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 15,344 $2.11M 0.01% +5,550 13F-HR Timeline Group BARCLAYS PLC in group BARCLAYS PLC More: the full row for BARCLAYS PLC 15,050 $2.07M <0.01% 0 13F-HR/A Timeline Group AlTi Global, Inc. in group AlTi Global, Inc. More: the full row for AlTi Global, Inc. 15,012 $2.07M 0.05% +161 13F-HR Timeline Group SYNOVUS FINANCIAL CORP More: the full row for SYNOVUS FINANCIAL CORP 14,911 $2.06M 0.02% -3,346 13F-HR Timeline SC&H Financial Advisors, Inc. More: the full row for SC&H Financial Advisors, Inc. 14,739 $2.03M 0.33% -1,480 13F-HR Timeline LEVIN CAPITAL STRATEGIES, L.P. More: the full row for LEVIN CAPITAL STRATEGIES, L.P. 14,345 $1.98M 0.18% 0 13F-HR Timeline Permanent Capital Management, LP More: the full row for Permanent Capital Management, LP 14,345 $1.98M 0.37% 13F-HR Timeline AllSquare Wealth Management LLC More: the full row for AllSquare Wealth Management LLC 14,143 $1.95M 1.03% +130 13F-HR Timeline THREADGILL FINANCIAL, LLC More: the full row for THREADGILL FINANCIAL, LLC 14,087 $1.94M 0.94% +10,236 13F-HR Timeline Arete Wealth Advisors, LLC More: the full row for Arete Wealth Advisors, LLC 14,050 $1.94M 0.12% +11,844 13F-HR Timeline Cornerstone Financial Group, LLC /NE/ More: the full row for Cornerstone Financial Group, LLC /NE/ 14,012 $1.93M 1.49% +416 13F-HR Timeline Fingerlakes Wealth Management, Inc. More: the full row for Fingerlakes Wealth Management, Inc. 13,995 $1.93M 1.26% -35 13F-HR Timeline Creekside Partners More: the full row for Creekside Partners 13,905 $1.92M 0.84% -249 13F-HR Timeline Silver Oak Advisory Group, Inc. More: the full row for Silver Oak Advisory Group, Inc. 13,735 $1.89M 0.86% +587 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 13,688 $1.89M 0.06% -1,632 13F-HR Timeline Group Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 13,395 $1.85M 0.01% +3,849 13F-HR/A Timeline Group Redmond Asset Management, LLC More: the full row for Redmond Asset Management, LLC 13,331 $1.84M 0.45% -53 13F-HR Timeline Warren Street Wealth Advisors, LLC More: the full row for Warren Street Wealth Advisors, LLC 13,213 $1.82M 0.55% +549 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 12,832 $1.82M 0.05% +18 13F-HR Timeline WADDELL & ASSOCIATES, LLC More: the full row for WADDELL & ASSOCIATES, LLC 13,183 $1.82M 0.15% -46 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 13,052 $1.8M 0.02% +4 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 12,853 $1.77M 0.11% +36 13F-HR Timeline Texas Yale Capital Corp. More: the full row for Texas Yale Capital Corp. 12,805 $1.76M 0.06% -63 13F-HR Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 12,534 $1.75M 0.46% +5,777 13F-HR Timeline Abacus Planning Group, Inc. More: the full row for Abacus Planning Group, Inc. 12,674 $1.75M 0.24% +1,370 13F-HR Timeline United Financial Planning Group LLC More: the full row for United Financial Planning Group LLC 32,061 $1.74M 1.09% 13F-HR Timeline Montis Financial, LLC More: the full row for Montis Financial, LLC 12,600 $1.74M 0.4% new 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 12,543 $1.73M 1.28% +100 13F-HR Timeline Pinnacle Financial Partners Inc More: the full row for Pinnacle Financial Partners Inc 12,528 $1.73M 0.04% new 13F-HR Timeline Stonebridge Financial Group, LLC More: the full row for Stonebridge Financial Group, LLC 12,497 $1.72M 0.15% 0 13F-HR Timeline Evercore Wealth Management, LLC More: the full row for Evercore Wealth Management, LLC 12,399 $1.71M 0.03% 0 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 12,348 $1.7M 0.06% +1,293 13F-HR Timeline XY Planning Network, Inc. More: the full row for XY Planning Network, Inc. 13,238 $1.7M 0.58% 0 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 12,156 $1.68M <0.01% +7,411 13F-HR Timeline Group Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 12,099 $1.67M 0.06% +1,055 13F-HR Timeline Nicholson Meyer Capital Management, Inc. More: the full row for Nicholson Meyer Capital Management, Inc. 12,030 $1.66M 1.27% +1,017 13F-HR Timeline Triangle Securities Wealth Management More: the full row for Triangle Securities Wealth Management 11,861 $1.63M 0.37% -528 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. L.K. Benson & Company, P.C. More: the full row for L.K. Benson & Company, P.C. 11,783 $1.62M 0.88% -627 13F-HR Timeline Trilogy Capital Inc. More: the full row for Trilogy Capital Inc. 11,721 $1.62M 0.07% +9,857 13F-HR Timeline