Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 20,453 $545K 0.01% +732 13F-HR Timeline Camelot Portfolios, LLC More: the full row for Camelot Portfolios, LLC 20,415 $544K 0.39% -300 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 20,128 $537K 0.02% -797 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 20,074 $535K 0.01% -441 13F-HR Timeline Senator Investment Group LP More: the full row for Senator Investment Group LP 20,061 $535K 0.02% -3,029,183 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Supplemental Annuity Collective Trust o… More: the full row for Supplemental Annuity Collective Trust of NJ 19,885 $530K 0.14% 0 13F-HR Timeline Optiver Holding B.V. in group Optiver Holding B.V. More: the full row for Optiver Holding B.V. 19,707 $525K 0.01% new 13F-HR Timeline Group Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 19,488 $520K 0.01% +1,484 13F-HR Timeline GREAT VALLEY ADVISOR GROUP, INC. in group GREAT VALLEY ADVISOR GROUP, I… More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 19,107 $510K 0.01% -71 13F-HR Timeline Group Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 18,901 $504K <0.01% -2,550 13F-HR Timeline Group Hickory Point Bank & Trust More: the full row for Hickory Point Bank & Trust 18,650 $497K 0.3% -1,050 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 18,586 $496K 0.02% -305 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 18,472 $492K 0.01% +157 13F-HR Timeline PEAK6 LLC in group PEAK6 LLC More: the full row for PEAK6 LLC 18,470 $492K 0.01% 0 13F-HR Timeline Group BECKER CAPITAL MANAGEMENT INC More: the full row for BECKER CAPITAL MANAGEMENT INC 18,220 $486K 0.01% -175 13F-HR Timeline Avestar Capital, LLC More: the full row for Avestar Capital, LLC 18,167 $484K 0.03% -76 13F-HR Timeline American Alpha Advisors, LLC More: the full row for American Alpha Advisors, LLC 18,140 $484K 0.29% +147 13F-HR Timeline Jain Global LLC More: the full row for Jain Global LLC 17,860 $476K 0.01% -24,242 13F-HR Timeline THOMPSON SIEGEL & WALMSLEY LLC More: the full row for THOMPSON SIEGEL & WALMSLEY LLC 17,855 $476K 0.01% -11,389 13F-HR Timeline Harel Insurance Investments & Financial… in group Harel Insurance Investments &… More: the full row for Harel Insurance Investments & Financial Services Ltd. 17,843 $476K <0.01% +8,718 13F-HR Timeline Group Livforsakringsbolaget Skandia, Omsesidi… More: the full row for Livforsakringsbolaget Skandia, Omsesidigt 17,851 $475K 0.02% 0 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 17,494 $474K 0.01% -15,945 13F-HR Timeline Olympiad Research LP More: the full row for Olympiad Research LP 17,699 $472K 0.98% 0 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 17,551 $468K 0.01% -194 13F-HR Timeline Group Blue Trust, Inc. More: the full row for Blue Trust, Inc. 17,536 $468K <0.01% +129 13F-HR Timeline PenderFund Capital Management Ltd. More: the full row for PenderFund Capital Management Ltd. 17,400 $464K 0.06% -4,900 13F-HR Timeline Legacy Capital Wealth Partners, LLC More: the full row for Legacy Capital Wealth Partners, LLC 17,199 $459K 0.09% +9,648 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 17,154 $457K 0.01% +697 13F-HR Timeline Strong Retirement Solutions LLC More: the full row for Strong Retirement Solutions LLC 17,131 $457K 0.27% -8,060 13F-HR Timeline Applied Finance Capital Management, LLC More: the full row for Applied Finance Capital Management, LLC 16,759 $447K 0.03% new 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 16,736 $446K 0.01% -19,642 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 16,730 $446K 0.01% -319 13F-HR Timeline Krilogy Financial LLC More: the full row for Krilogy Financial LLC 16,703 $445K 0.01% +1,894 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 16,683 $445K 0.01% +445 13F-HR Timeline FOURPATH CAPITAL MANAGEMENT, LLC More: the full row for FOURPATH CAPITAL MANAGEMENT, LLC 16,336 $436K 0.06% -386 13F-HR Timeline Ascentis Wealth Management, LLC group of 2 filers holding More: the full row for Ascentis Wealth Management, LLC 16,170 $431K +1,974 Timeline Aspen Grove Capital, LLC More: the full row for Aspen Grove Capital, LLC 16,098 $429K 0.06% -549 13F-HR Timeline REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 16,016 $427K <0.01% -2,809 13F-HR Timeline Group Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 15,778 $421K 0.02% -3,224 13F-HR Timeline EXCALIBUR MANAGEMENT CORP More: the full row for EXCALIBUR MANAGEMENT CORP 15,761 $420K 0.14% -1,564 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 15,767 $420K 0.02% +10,552 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 15,741 $420K 0.01% -287 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 15,726 $419K 0.01% +6,584 13F-HR Timeline Maloon Powers Pitre Higgins & Dennehy, … More: the full row for Maloon Powers Pitre Higgins & Dennehy, LLC 15,722 $419K 0.14% 13F-HR Timeline FEDERATED HERMES, INC. in group FEDERATED HERMES, INC. More: the full row for FEDERATED HERMES, INC. 15,678 $418K <0.01% +57 13F-HR Timeline Group ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 15,388 $410K 0.02% +2,283 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 15,356 $409K 0.02% -618 13F-HR Timeline FLOW TRADERS U.S. LLC More: the full row for FLOW TRADERS U.S. LLC 15,299 $408K 0.02% new 13F-HR Timeline Plato Investment Management Ltd More: the full row for Plato Investment Management Ltd 15,373 $407K 0.02% -84 13F-HR Timeline Quantbot Technologies LP More: the full row for Quantbot Technologies LP 15,133 $403K 0.02% -201,578 13F-HR Timeline Holistic Financial Partners More: the full row for Holistic Financial Partners 15,083 $402K 0.25% -1,192 13F-HR Timeline Diversify Advisory Services, LLC group of 2 filers holding More: the full row for Diversify Advisory Services, LLC 15,834 $400K +8,008 Timeline LEVIN CAPITAL STRATEGIES, L.P. More: the full row for LEVIN CAPITAL STRATEGIES, L.P. 15,000 $400K 0.03% +5,000 13F-HR Timeline Optas, LLC More: the full row for Optas, LLC 14,975 $399K 0.06% -554 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 14,915 $398K 0.03% +409 13F-HR Timeline Brucke Financial, Inc. More: the full row for Brucke Financial, Inc. 14,787 $394K 0.18% new 13F-HR Timeline Quantum Financial Advisors, LLC More: the full row for Quantum Financial Advisors, LLC 14,738 $393K 0.04% +113 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 14,673 $391K 0.01% -710 13F-HR Timeline CLIFFORD SWAN INVESTMENT COUNSEL LLC More: the full row for CLIFFORD SWAN INVESTMENT COUNSEL LLC 14,621 $390K 0.01% -397 13F-HR Timeline Wellington Shields Capital Management, … group of 2 filers holding More: the full row for Wellington Shields Capital Management, LLC 14,469 $386K -1,401 Timeline North Capital, Inc. More: the full row for North Capital, Inc. 14,433 $385K 0.29% new 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 14,328 $384K <0.01% -18 13F-HR Timeline BURKETT FINANCIAL SERVICES, LLC More: the full row for BURKETT FINANCIAL SERVICES, LLC 14,357 $383K 0.12% 0 13F-HR Timeline FARMERS & MERCHANTS TRUST Co OF LONG BE… More: the full row for FARMERS & MERCHANTS TRUST Co OF LONG BEACH 14,321 $382K 0.08% -630 13F-HR Timeline JB Capital LLC More: the full row for JB Capital LLC 14,154 $377K 0.01% +33 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 14,081 $375K 0.01% -2,098 13F-HR Timeline Busey Bank More: the full row for Busey Bank 13,969 $372K 0.01% +237 13F-HR Timeline Keystone Financial Group More: the full row for Keystone Financial Group 13,890 $370K 0.02% -356 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 13,848 $369K 0.01% +1,388 13F-HR Timeline Sprinkle Financial Consultants LLC More: the full row for Sprinkle Financial Consultants LLC 13,836 $369K 0.14% -216 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 13,825 $369K 0.02% -324 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 13,820 $368K 0.01% -6,112 13F-HR Timeline Wealth Management Associates, Inc. More: the full row for Wealth Management Associates, Inc. 13,705 $365K 0.1% 0 13F-HR Timeline E Fund Management (Hong Kong) Co., Ltd. More: the full row for E Fund Management (Hong Kong) Co., Ltd. 13,692 $365K 0.12% +5,220 13F-HR Timeline CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 13,642 $364K 0.04% +850 13F-HR Timeline L2 Asset Management, LLC More: the full row for L2 Asset Management, LLC 13,581 $362K 0.04% +925 13F-HR Timeline GROUPAMA ASSET MANAGMENT More: the full row for GROUPAMA ASSET MANAGMENT 13,320 $361K <0.01% 0 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 13,500 $360K <0.01% new 13F-HR Timeline Resolute Wealth Strategies, LLC More: the full row for Resolute Wealth Strategies, LLC 13,469 $359K 0.14% +192 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 13,370 $356K 0.01% -3,845 13F-HR Timeline Group Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 13,343 $356K <0.01% +464 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 13,251 $353K 0.01% new 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 13,092 $351K 0.02% +344 13F-HR Timeline Holocene Advisors, LP More: the full row for Holocene Advisors, LP 13,081 $349K <0.01% new 13F-HR Timeline Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 13,079 $349K 0.04% -10,139 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 12,987 $346K 0.02% -8 13F-HR Timeline Group Proficio Capital Partners LLC More: the full row for Proficio Capital Partners LLC 12,747 $340K 0.01% new 13F-HR Timeline New Capital Management LP More: the full row for New Capital Management LP 12,700 $339K 0.08% 0 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 12,675 $338K <0.01% +348 13F-HR Timeline NorthCrest Asset Manangement, LLC More: the full row for NorthCrest Asset Manangement, LLC 12,624 $336K 0.01% +2,751 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 12,615 $336K <0.01% -3,552 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 12,586 $336K 0.01% +188 13F-HR Timeline Group SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 12,556 $335K 0.02% -784 13F-HR Timeline Ellevest, Inc. More: the full row for Ellevest, Inc. 12,585 $333K 0.04% -4,605 13F-HR Timeline BlueCrest Capital Management Ltd More: the full row for BlueCrest Capital Management Ltd 12,500 $333K 0.01% -7,500 13F-HR Timeline Sendero Wealth Management, LLC More: the full row for Sendero Wealth Management, LLC 12,499 $333K 0.03% -149,552 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 12,495 $333K 0.03% +458 13F-HR Timeline BBR PARTNERS, LLC More: the full row for BBR PARTNERS, LLC 12,430 $331K 0.02% -75 13F-HR Timeline Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 12,409 $331K 0.04% 0 13F-HR Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 12,377 $330K <0.01% -734 13F-HR Timeline Group Sterneck Capital Management, LLC More: the full row for Sterneck Capital Management, LLC 12,246 $326K 0.14% 0 13F-HR Timeline Cambria Investment Management, L.P. More: the full row for Cambria Investment Management, L.P. 12,155 $324K 0.02% -25,598 13F-HR Timeline Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 12,048 $321K 0.01% +608 13F-HR Timeline RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 12,047 $321K <0.01% -4,605 13F-HR/A Timeline COMMERZBANK AKTIENGESELLSCHAFT /FI More: the full row for COMMERZBANK AKTIENGESELLSCHAFT /FI 11,976 $319K 0.01% -665 13F-HR Timeline Alteri Wealth LLC More: the full row for Alteri Wealth LLC 11,944 $318K 0.09% new 13F-HR Timeline Elyxium Wealth, LLC More: the full row for Elyxium Wealth, LLC 11,815 $315K 0.03% new 13F-HR Timeline HANCOCK WHITNEY CORP More: the full row for HANCOCK WHITNEY CORP 11,749 $313K 0.01% 0 13F-HR Timeline Inscription Capital, LLC More: the full row for Inscription Capital, LLC 11,564 $308K 0.03% +592 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 11,443 $305K 0.01% -2,093 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 11,442 $305K 0.01% +1,625 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 11,438 $305K 0.01% +219 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 11,349 $303K 0.02% +808 13F-HR Timeline Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 11,323 $302K 0.01% new 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 11,310 $302K 0.01% +11,238 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 11,276 $301K 0.01% -28 13F-HR Timeline Group ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 11,217 $299K 0.01% -512 13F-HR Timeline WESBANCO BANK INC More: the full row for WESBANCO BANK INC 11,207 $299K 0.01% -712 13F-HR Timeline Armstrong, Fleming & Moore, Inc More: the full row for Armstrong, Fleming & Moore, Inc 11,168 $298K 0.1% 0 13F-HR Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 11,555 $296K 0.02% +2,492 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 10,979 $293K 0.01% +822 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 10,970 $292K 0.01% -4,806 13F-HR Timeline EVOLVE PRIVATE WEALTH, LLC More: the full row for EVOLVE PRIVATE WEALTH, LLC 10,930 $291K 0.02% new 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 10,918 $291K <0.01% -1,782 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 10,907 $291K 0.01% -148 13F-HR Timeline COFG Advisors, LLC More: the full row for COFG Advisors, LLC 10,898 $291K 0.05% +537 13F-HR Timeline ARMISTICE CAPITAL, LLC More: the full row for ARMISTICE CAPITAL, LLC 10,767 $287K 0.01% new 13F-HR Timeline Meiji Yasuda Asset Management Co Ltd. in group Meiji Yasuda Life Insurance Co More: the full row for Meiji Yasuda Asset Management Co Ltd. 10,766 $287K 0.01% +1,137 13F-HR Timeline Group Gerber Kawasaki Wealth & Investment Man… More: the full row for Gerber Kawasaki Wealth & Investment Management 10,753 $287K 0.01% new 13F-HR Timeline PINEBRIDGE INVESTMENTS LLC More: the full row for PINEBRIDGE INVESTMENTS LLC 10,709 $286K <0.01% -11,742 13F-HR Timeline WESTPAC BANKING CORP in group WESTPAC BANKING CORP More: the full row for WESTPAC BANKING CORP 10,676 $285K 0.02% 0 13F-HR Timeline Group SIMPLEX TRADING, LLC More: the full row for SIMPLEX TRADING, LLC 10,521 $280K 0.01% new 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 10,478 $279K 0.01% +499 13F-HR Timeline INVESTORS ASSET MANAGEMENT OF GEORGIA I… More: the full row for INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV 10,474 $279K 0.1% -394 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 10,456 $279K <0.01% +1,878 13F-HR Timeline Claret Asset Management Corp More: the full row for Claret Asset Management Corp 10,428 $278K 0.03% -11,953 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 10,311 $275K <0.01% -59 13F-HR Timeline CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 10,309 $275K 0.01% new 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 10,300 $275K 0.09% -4,374 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 10,266 $274K 0.02% -898 13F-HR Timeline Cornerstone Wealth Group, LLC More: the full row for Cornerstone Wealth Group, LLC 10,256 $273K 0.02% +1,076 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 10,255 $273K 0.02% -1,866 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 10,233 $273K 0.01% -682 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 10,199 $272K 0.01% -1,580 13F-HR Timeline Group Alpha Family Trust in group Alpha Family Trust More: the full row for Alpha Family Trust 10,160 $271K 0.11% 0 13F-HR Timeline Group Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 10,131 $270K 0.01% +1,610 13F-HR Timeline Fielder Capital Group LLC More: the full row for Fielder Capital Group LLC 10,112 $270K 0.06% +329 13F-HR Timeline Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 10,082 $269K 0.01% -386 13F-HR Timeline Wealth Preservation Advisors, LLC More: the full row for Wealth Preservation Advisors, LLC 10,073 $269K 0.15% 0 13F-HR Timeline Harrington Investments, INC More: the full row for Harrington Investments, INC 10,064 $268K 0.13% -13,232 13F-HR Timeline Western Pacific Wealth Management, LP More: the full row for Western Pacific Wealth Management, LP 10,045 $268K 0.24% 0 13F-HR Timeline TCI Wealth Advisors, Inc. More: the full row for TCI Wealth Advisors, Inc. 10,033 $267K 0.01% +206 13F-HR Timeline Mathes Company, Inc. More: the full row for Mathes Company, Inc. 10,019 $267K 0.08% -800 13F-HR Timeline Flywheel Private Wealth LLC More: the full row for Flywheel Private Wealth LLC 10,000 $267K 0.13% 0 13F-HR Timeline Fee-Only Financial Planning, L.C. More: the full row for Fee-Only Financial Planning, L.C. 9,945 $265K 0.14% 0 13F-HR Timeline Alta Advisers Ltd in group Alta Advisers Ltd More: the full row for Alta Advisers Ltd 9,943 $265K 0.06% 0 13F-HR Timeline Group CONNING INC. in group CONNING INC. More: the full row for CONNING INC. 9,937 $265K 0.01% 0 13F-HR Timeline Group NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 9,920 $264K <0.01% +1,016 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 9,915 $264K 0.02% new 13F-HR Timeline Keystone Financial Services More: the full row for Keystone Financial Services 9,912 $264K 0.07% 0 13F-HR Timeline LVW Advisors, LLC More: the full row for LVW Advisors, LLC 9,870 $263K 0.02% -2,672 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 9,837 $262K 0.01% +561 13F-HR Timeline Turtle Creek Wealth Advisors, LLC More: the full row for Turtle Creek Wealth Advisors, LLC 9,826 $262K 0.01% +728 13F-HR Timeline CALTON & ASSOCIATES, INC. More: the full row for CALTON & ASSOCIATES, INC. 9,813 $262K 0.04% -826 13F-HR Timeline Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 9,744 $260K 0.01% +574 13F-HR Timeline BIP Wealth, LLC More: the full row for BIP Wealth, LLC 9,733 $259K 0.01% +1,435 13F-HR Timeline SVB WEALTH LLC More: the full row for SVB WEALTH LLC 9,721 $259K 0.02% -481 13F-HR Timeline Waterloo Capital, L.P. More: the full row for Waterloo Capital, L.P. 9,712 $259K 0.01% -66 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 9,658 $257K 0.01% -4 13F-HR Timeline MASTERINVEST Kapitalanlage GmbH More: the full row for MASTERINVEST Kapitalanlage GmbH 9,627 $257K 0.02% 0 13F-HR Timeline Confluence Wealth Services, Inc. More: the full row for Confluence Wealth Services, Inc. 9,567 $255K 0.01% new 13F-HR Timeline Beverly Hills Private Wealth, LLC More: the full row for Beverly Hills Private Wealth, LLC 9,557 $255K 0.05% new 13F-HR Timeline Lionhunter Capital Management, LLC More: the full row for Lionhunter Capital Management, LLC 9,516 $254K 0.11% 13F-HR Timeline Defiance ETFs, LLC More: the full row for Defiance ETFs, LLC 9,441 $253K <0.01% +1,736 13F-HR Timeline Tyche Wealth Partners LLC More: the full row for Tyche Wealth Partners LLC 9,483 $253K 0.04% 0 13F-HR Timeline EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 9,477 $253K <0.01% -13,630 13F-HR/A Timeline Safeguard Investment Advisory Group, LLC More: the full row for Safeguard Investment Advisory Group, LLC 9,445 $252K 0.06% -385 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 9,405 $251K <0.01% +303 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 9,393 $250K 0.01% +662 13F-HR Timeline HALL LAURIE J TRUSTEE More: the full row for HALL LAURIE J TRUSTEE 9,382 $250K 0.08% 0 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 9,347 $249K 0.02% -108 13F-HR Timeline Vantus Wealth LLC More: the full row for Vantus Wealth LLC 9,344 $249K 0.13% 13F-HR Timeline Huntleigh Advisors, Inc. More: the full row for Huntleigh Advisors, Inc. 9,314 $248K 0.03% +1,000 13F-HR Timeline Argyle Capital Management, LLC More: the full row for Argyle Capital Management, LLC 9,271 $247K 0.07% 0 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 9,267 $247K 0.01% +794 13F-HR Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 9,238 $246K 0.01% new 13F-HR Timeline MJP ASSOCIATES INC /ADV More: the full row for MJP ASSOCIATES INC /ADV 9,187 $245K 0.03% -43 13F-HR Timeline RNC CAPITAL MANAGEMENT LLC More: the full row for RNC CAPITAL MANAGEMENT LLC 9,183 $245K 0.01% +23 13F-HR Timeline Fortis Advisors, LLC More: the full row for Fortis Advisors, LLC 9,150 $244K 0.11% 0 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 9,122 $243K 0.01% +660 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 9,095 $242K 0.02% +5,585 13F-HR Timeline Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 9,088 $242K 0.01% +249 13F-HR Timeline Group Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 9,057 $241K 0.01% -50 13F-HR Timeline SILVERLAKE WEALTH MANAGEMENT LLC More: the full row for SILVERLAKE WEALTH MANAGEMENT LLC 9,014 $240K 0.05% -186 13F-HR Timeline JBF Capital, Inc. 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