Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 1,477 $610K 0.04% +213 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 2,252 $609K 0.03% new 13F-HR Timeline Capital Markets Trading UK LLP More: the full row for Capital Markets Trading UK LLP 2,250 $609K 0.55% new 13F-HR Timeline Avantra Family Wealth, Inc. More: the full row for Avantra Family Wealth, Inc. 2,250 $609K 0.45% new 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 2,243 $607K 0.06% +604 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 2,242 $606K 0.45% -41 13F-HR Timeline Symphony Financial, Ltd. Co. More: the full row for Symphony Financial, Ltd. Co. 2,247 $602K 0.08% +329 13F-HR Timeline Edgestream Partners, L.P. More: the full row for Edgestream Partners, L.P. 2,217 $600K 0.02% -19,723 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 2,216 $599K 0.02% new 13F-HR Timeline OPAL CAPITAL LLC More: the full row for OPAL CAPITAL LLC 2,211 $598K 0.11% new 13F-HR Timeline Abacus Wealth Partners, LLC More: the full row for Abacus Wealth Partners, LLC 2,194 $593K 0.05% +299 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 2,193 $593K 0.05% -5,566 13F-HR Timeline Group KORNITZER CAPITAL MANAGEMENT INC /KS More: the full row for KORNITZER CAPITAL MANAGEMENT INC /KS 2,175 $588K 0.01% new 13F-HR Timeline Falcon Wealth Planning More: the full row for Falcon Wealth Planning 2,170 $587K 0.04% +54 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 2,168 $586K 0.05% +2,101 13F-HR Timeline Wick Capital Partners, LLC More: the full row for Wick Capital Partners, LLC 2,166 $586K 0.11% +170 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 2,160 $584K 0.06% -468 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 2,145 $580K 0.02% +32 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 2,304 $580K 0.04% -559 13F-HR Timeline C M BIDWELL & ASSOCIATES LTD More: the full row for C M BIDWELL & ASSOCIATES LTD 2,136 $578K 0.27% -171 13F-HR Timeline Ellevest, Inc. More: the full row for Ellevest, Inc. 2,132 $577K 0.08% +923 13F-HR Timeline Berger Financial Group, Inc More: the full row for Berger Financial Group, Inc 2,119 $573K 0.03% -420 13F-HR Timeline Markin Volterra Fund LP in group Markin Asset Management, LP More: the full row for Markin Volterra Fund LP 2,118 $573K 5.35% -322 13F-HR Timeline Group Cornerstone Wealth Group, LLC More: the full row for Cornerstone Wealth Group, LLC 1,478 $567K 0.04% +12 13F-HR Timeline NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 2,096 $567K 0.05% -45,159 13F-HR Timeline VARCOV Co. More: the full row for VARCOV Co. 2,084 $564K 0.21% -2,215 13F-HR Timeline Vann Equity Management LLC More: the full row for Vann Equity Management LLC 2,075 $561K 0.4% 13F-HR Timeline Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 2,071 $560K 0.08% +601 13F-HR Timeline Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 2,057 $556K 0.03% -59 13F-HR Timeline Group Quantum Portfolio Management LLC More: the full row for Quantum Portfolio Management LLC 2,054 $556K 0.24% -141 13F-HR/A Timeline COMMERZBANK AKTIENGESELLSCHAFT /FI More: the full row for COMMERZBANK AKTIENGESELLSCHAFT /FI 2,048 $554K 0.01% -59 13F-HR Timeline LMG Wealth Partners, LLC More: the full row for LMG Wealth Partners, LLC 2,045 $553K 0.1% 0 13F-HR Timeline Goldstein Advisors, LLC More: the full row for Goldstein Advisors, LLC 2,042 $552K 0.06% -45 13F-HR Timeline PARUS FINANCE (UK) Ltd More: the full row for PARUS FINANCE (UK) Ltd 2,037 $551K 0.16% -824 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 2,036 $551K 0.02% -8,657 13F-HR Timeline Moss Adams Wealth Advisors LLC More: the full row for Moss Adams Wealth Advisors LLC 2,036 $551K 0.04% +54 13F-HR Timeline Defiance ETFs, LLC More: the full row for Defiance ETFs, LLC 2,036 $551K 0.01% new 13F-HR Timeline Ariadne Wealth Management, LP More: the full row for Ariadne Wealth Management, LP 2,007 $543K 0.24% +10 13F-HR Timeline Arista Wealth Management, LLC More: the full row for Arista Wealth Management, LLC 2,006 $543K 0.07% -500 13F-HR Timeline Kesler, Norman & Wride, LLC More: the full row for Kesler, Norman & Wride, LLC 2,002 $542K 0.09% -659 13F-HR Timeline Aull & Monroe Investment Management Corp More: the full row for Aull & Monroe Investment Management Corp 2,000 $541K 0.25% 0 13F-HR Timeline BigSur Wealth Management LLC More: the full row for BigSur Wealth Management LLC 2,000 $541K 0.15% 0 13F-HR Timeline Johnson & White Wealth Management, LLC More: the full row for Johnson & White Wealth Management, LLC 2,000 $541K 0.23% 0 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 1,999 $541K 0.02% -811 13F-HR Timeline Optimist Retirement Group LLC More: the full row for Optimist Retirement Group LLC 1,991 $539K 0.24% -1,703 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 1,984 $537K 0.02% new 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 1,984 $537K 0.01% -350 13F-HR Timeline Allegiance Financial Group Advisory Ser… More: the full row for Allegiance Financial Group Advisory Services LLC 1,971 $533K 0.11% +557 13F-HR Timeline TWO SIGMA INVESTMENTS, LP in group TWO SIGMA INVESTMENTS, LP More: the full row for TWO SIGMA INVESTMENTS, LP 1,970 $533K <0.01% -308,287 13F-HR Timeline Group INCEPTIONR LLC More: the full row for INCEPTIONR LLC 1,936 $524K 0.13% -3,550 13F-HR Timeline CIDEL ASSET MANAGEMENT INC More: the full row for CIDEL ASSET MANAGEMENT INC 1,910 $517K 0.03% -297 13F-HR Timeline CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 1,846 $499K 0.06% +143 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. 1,839 $497K 0.01% new 13F-HR Timeline Group Retirement Planning Co of New England, … More: the full row for Retirement Planning Co of New England, Inc. 1,835 $496K 0.2% +1 13F-HR Timeline L2 Asset Management, LLC More: the full row for L2 Asset Management, LLC 1,829 $495K 0.05% +117 13F-HR Timeline Abundance Wealth Counselors More: the full row for Abundance Wealth Counselors 1,828 $494K 0.07% new 13F-HR Timeline WRIGHT INVESTORS SERVICE INC More: the full row for WRIGHT INVESTORS SERVICE INC 1,826 $494K 0.16% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. ALPS ADVISORS INC in group ALPS ADVISORS INC More: the full row for ALPS ADVISORS INC 1,822 $493K <0.01% -2,885 13F-HR Timeline Group Farringdon Capital, Ltd. More: the full row for Farringdon Capital, Ltd. 1,813 $490K 0.11% -1,735 13F-HR Timeline Greenland Capital Management LP More: the full row for Greenland Capital Management LP 1,813 $490K 0.1% -22,785 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 1,808 $489K 0.02% +1,133 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 1,806 $488K 0.05% -869 13F-HR Timeline Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 1,793 $485K 0.01% new 13F-HR Timeline BEACON INVESTMENT ADVISORS LLC More: the full row for BEACON INVESTMENT ADVISORS LLC 1,791 $484K 0.18% -162 13F-HR Timeline Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 1,779 $481K 0.03% +70 13F-HR Timeline Lighthouse Investment Partners, LLC in group Lighthouse Investment Partner… More: the full row for Lighthouse Investment Partners, LLC 1,777 $481K 0.02% -4,163 13F-HR Timeline Group EntryPoint Capital, LLC More: the full row for EntryPoint Capital, LLC 1,773 $480K 0.14% +347 13F-HR Timeline a16z Perennial Management, L.P. in group a16z Capital Management, L.L.… More: the full row for a16z Perennial Management, L.P. 1,771 $479K 0.04% -240 13F-HR Timeline Group Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 1,768 $478K 0.02% +584 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 1,759 $476K 0.02% new 13F-HR Timeline MASTERINVEST Kapitalanlage GmbH More: the full row for MASTERINVEST Kapitalanlage GmbH 1,745 $472K 0.05% 0 13F-HR Timeline ASAHI LIFE ASSET MANAGEMENT CO., LTD. More: the full row for ASAHI LIFE ASSET MANAGEMENT CO., LTD. 1,728 $467K 0.3% -1,288 13F-HR Timeline Bison Wealth, LLC More: the full row for Bison Wealth, LLC 937 $463K 0.04% +6 13F-HR Timeline DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 1,701 $460K 0.1% +153 13F-HR Timeline WEALTH EFFECTS LLC More: the full row for WEALTH EFFECTS LLC 1,700 $460K 0.16% -600 13F-HR Timeline Waterloo Capital, L.P. More: the full row for Waterloo Capital, L.P. 1,695 $459K 0.03% +220 13F-HR Timeline Martin Capital Advisors, LLP More: the full row for Martin Capital Advisors, LLP 1,687 $456K 0.29% +94 13F-HR Timeline Bayesian Capital Management, LP More: the full row for Bayesian Capital Management, LP 1,681 $455K 0.55% new 13F-HR Timeline Lloyd Advisory Services, LLC. More: the full row for Lloyd Advisory Services, LLC. 1,672 $452K 0.13% new 13F-HR Timeline Kingdom Financial Group LLC. More: the full row for Kingdom Financial Group LLC. 1,672 $452K 0.13% new 13F-HR Timeline Cynosure Group, LLC More: the full row for Cynosure Group, LLC 1,669 $451K 0.06% new 13F-HR Timeline Kaufman Rossin Wealth, LLC More: the full row for Kaufman Rossin Wealth, LLC 1,669 $451K 0.26% -762 13F-HR Timeline E Fund Management (Hong Kong) Co., Ltd. More: the full row for E Fund Management (Hong Kong) Co., Ltd. 1,656 $448K 0.2% +498 13F-HR Timeline Abel Hall, LLC More: the full row for Abel Hall, LLC 1,655 $448K 0.1% +141 13F-HR Timeline RMR Wealth Builders More: the full row for RMR Wealth Builders 1,653 $447K 0.04% new 13F-HR Timeline McAdam, LLC More: the full row for McAdam, LLC 1,648 $446K 0.02% +242 13F-HR Timeline TritonPoint Partners, LLC in group TritonPoint Partners, LLC More: the full row for TritonPoint Partners, LLC 1,642 $444K 0.16% new 13F-HR Timeline Group SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 1,624 $439K 0.05% +733 13F-HR Timeline FLYNN ZITO CAPITAL MANAGEMENT, LLC More: the full row for FLYNN ZITO CAPITAL MANAGEMENT, LLC 1,624 $439K 0.14% 0 13F-HR Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 1,623 $439K 0.03% -47 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 1,623 $439K 0.02% new 13F-HR Timeline Polymer Capital Management (US) LLC More: the full row for Polymer Capital Management (US) LLC 1,621 $438K 0.06% -12,234 13F-HR Timeline CONNING INC. in group CONNING INC. More: the full row for CONNING INC. 1,616 $437K 0.01% -223 13F-HR Timeline Group LRI Investments, LLC More: the full row for LRI Investments, LLC 1,611 $436K 0.04% +1,021 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 1,604 $434K 0.03% +123 13F-HR Timeline OARSMAN CAPITAL, INC. More: the full row for OARSMAN CAPITAL, INC. 1,597 $432K 0.05% 0 13F-HR Timeline Fielder Capital Group LLC More: the full row for Fielder Capital Group LLC 1,594 $431K 0.09% +55 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 1,593 $431K 0.02% +290 13F-HR Timeline VERUS CAPITAL PARTNERS, LLC More: the full row for VERUS CAPITAL PARTNERS, LLC 1,590 $430K 0.03% -311 13F-HR Timeline D'Orazio & Associates, Inc. More: the full row for D'Orazio & Associates, Inc. 1,574 $426K 0.06% new 13F-HR Timeline EXENCIAL WEALTH ADVISORS, LLC More: the full row for EXENCIAL WEALTH ADVISORS, LLC 1,559 $422K 0.01% +14 13F-HR Timeline Impact Capital Partners LLC More: the full row for Impact Capital Partners LLC 1,552 $420K 0.13% +2 13F-HR Timeline Atom Investors LP More: the full row for Atom Investors LP 1,545 $418K 0.03% -7,358 13F-HR Timeline Simplify Asset Management Inc. More: the full row for Simplify Asset Management Inc. 1,533 $415K 0.01% -106 13F-HR Timeline Fiduciary Group, LLC More: the full row for Fiduciary Group, LLC 1,507 $408K 0.03% +125 13F-HR Timeline Harel Insurance Investments & Financial… in group Harel Insurance Investments &… More: the full row for Harel Insurance Investments & Financial Services Ltd. 1,499 $405K <0.01% new 13F-HR Timeline Group HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 1,489 $403K 0.01% +156 13F-HR Timeline FIRST FOUNDATION ADVISORS in group FIRST FOUNDATION ADVISORS More: the full row for FIRST FOUNDATION ADVISORS 1,486 $402K 0.02% +9 13F-HR Timeline Group Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 1,480 $400K 0.06% -1,412 13F-HR Timeline Sovereign Financial Group, Inc. More: the full row for Sovereign Financial Group, Inc. 1,477 $400K 0.07% -690 13F-HR Timeline BUCKHEAD CAPITAL MANAGEMENT LLC More: the full row for BUCKHEAD CAPITAL MANAGEMENT LLC 1,470 $398K 0.15% 0 13F-HR Timeline BSW Wealth Partners More: the full row for BSW Wealth Partners 1,466 $397K 0.05% new 13F-HR Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 1,463 $396K <0.01% +120 13F-HR Timeline Group HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 824 $396K 0.01% new 13F-HR Timeline Xcelsior Advisor Partners LLC More: the full row for Xcelsior Advisor Partners LLC 1,451 $392K 0.15% new 13F-HR Timeline TRUST POINT INC. More: the full row for TRUST POINT INC. 1,450 $392K 0.03% new 13F-HR Timeline ABLE Financial Group, LLC More: the full row for ABLE Financial Group, LLC 1,440 $390K 0.08% -268 13F-HR Timeline Quantum Financial Advisors, LLC More: the full row for Quantum Financial Advisors, LLC 1,432 $387K 0.04% +10 13F-HR Timeline Castle Rock Wealth Management, LLC More: the full row for Castle Rock Wealth Management, LLC 1,307 $386K 0.08% -4 13F-HR Timeline Fullerton Fund Management Co Ltd. More: the full row for Fullerton Fund Management Co Ltd. 1,421 $384K 0.03% -532 13F-HR Timeline JACKSON SQUARE CAPITAL, LLC More: the full row for JACKSON SQUARE CAPITAL, LLC 1,417 $383K 0.08% 0 13F-HR Timeline EVERPAR ADVISORS LLC More: the full row for EVERPAR ADVISORS LLC 1,417 $383K 0.13% -178 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 1,407 $381K 0.03% new 13F-HR Timeline Group Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 1,402 $379K 0.03% +1,094 13F-HR Timeline Group Covestor Ltd More: the full row for Covestor Ltd 1,403 $379K 0.26% -58 13F-HR Timeline Englebert Financial Advisers, LLC More: the full row for Englebert Financial Advisers, LLC 1,387 $375K 0.43% new 13F-HR Timeline SUMMIT WEALTH GROUP LLC / CO More: the full row for SUMMIT WEALTH GROUP LLC / CO 1,386 $375K 0.04% new 13F-HR Timeline Balboa Wealth Partners More: the full row for Balboa Wealth Partners 1,377 $372K 0.06% -984 13F-HR Timeline TRB Wealth Management, LLC More: the full row for TRB Wealth Management, LLC 1,375 $372K 0.05% 13F-HR Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 1,370 $371K 0.05% new 13F-HR Timeline nVerses Capital, LLC More: the full row for nVerses Capital, LLC 1,366 $369K 0.34% new 13F-HR Timeline Alta Advisers Ltd in group Alta Advisers Ltd More: the full row for Alta Advisers Ltd 1,365 $369K 0.13% 0 13F-HR Timeline Group AlphaGrep UK Ltd More: the full row for AlphaGrep UK Ltd 1,365 $369K 0.11% -1,060 13F-HR Timeline FORTRESS PRIVATE LEDGER, LLC More: the full row for FORTRESS PRIVATE LEDGER, LLC 1,364 $369K 0.12% new 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 1,362 $368K 0.01% new 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 1,356 $367K 0.02% new 13F-HR Timeline CARY STREET PARTNERS ASSET MANAGEMENT L… group of 2 filers holding More: the full row for CARY STREET PARTNERS ASSET MANAGEMENT LLC 1,353 $366K +88 Timeline Bank Julius Baer & Co. Ltd, Zurich More: the full row for Bank Julius Baer & Co. Ltd, Zurich 1,350 $365K <0.01% new 13F-HR Timeline Atlatl Advisers LLC More: the full row for Atlatl Advisers LLC 1,340 $362K 0.27% -18,606 13F-HR Timeline GAM Holding AG in group GAM Holding AG More: the full row for GAM Holding AG 1,334 $361K 0.03% new 13F-HR Timeline Group Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 1,332 $360K 0.01% -248 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 1,198 $357K 0.07% +657 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 1,318 $357K 0.08% +33 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 1,313 $355K 0.01% +155 13F-HR Timeline KCM INVESTMENT ADVISORS LLC More: the full row for KCM INVESTMENT ADVISORS LLC 1,300 $352K 0.01% -218 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 1,172 $349K 0.02% +107 13F-HR Timeline Blueshift Asset Management, LLC More: the full row for Blueshift Asset Management, LLC 1,288 $348K 0.11% new 13F-HR Timeline LifeGoal Investments, LLC More: the full row for LifeGoal Investments, LLC 1,168 $348K 0.2% new 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. 1,285 $348K 0.01% +1,000 13F-HR Timeline Group Index Technologies Group LLC More: the full row for Index Technologies Group LLC 1,284 $347K 0.38% -46 13F-HR Timeline Veracity Capital LLC More: the full row for Veracity Capital LLC 1,283 $347K 0.12% -129 13F-HR Timeline XML Financial, LLC More: the full row for XML Financial, LLC 1,283 $347K 0.03% new 13F-HR Timeline Accredited Investors Inc. More: the full row for Accredited Investors Inc. 1,273 $344K 0.02% -200 13F-HR Timeline Integrity Financial Corp /WA More: the full row for Integrity Financial Corp /WA 1,273 $344K 0.17% 0 13F-HR Timeline denkapparat Operations GmbH More: the full row for denkapparat Operations GmbH 1,270 $344K 0.14% -1,038 13F-HR Timeline Relyea Zuckerberg Hanson LLC More: the full row for Relyea Zuckerberg Hanson LLC 1,268 $343K 0.03% +17 13F-HR Timeline Syverson Strege & Co More: the full row for Syverson Strege & Co 1,266 $342K 0.08% -54 13F-HR Timeline Argentarii, LLC More: the full row for Argentarii, LLC 1,263 $342K 0.12% +5 13F-HR Timeline CHILDRESS CAPITAL ADVISORS, LLC More: the full row for CHILDRESS CAPITAL ADVISORS, LLC 1,255 $339K 0.06% -51 13F-HR Timeline MMBG INVESTMENT ADVISORS CO. More: the full row for MMBG INVESTMENT ADVISORS CO. 1,255 $339K 0.03% new 13F-HR Timeline Keebeck Wealth Management More: the full row for Keebeck Wealth Management 1,253 $339K 0.04% new 13F-HR Timeline Quarry LP More: the full row for Quarry LP 1,249 $338K 0.07% +1,214 13F-HR Timeline HANCOCK WHITNEY CORP More: the full row for HANCOCK WHITNEY CORP 914 $337K 0.01% new 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 1,241 $336K 0.04% +1 13F-HR Timeline IRONWOOD INVESTMENT MANAGEMENT LLC More: the full row for IRONWOOD INVESTMENT MANAGEMENT LLC 1,240 $335K 0.14% 0 13F-HR Timeline Sunpointe, LLC More: the full row for Sunpointe, LLC 1,236 $334K 0.11% new 13F-HR Timeline RIVERSEDGE ADVISORS, LLC More: the full row for RIVERSEDGE ADVISORS, LLC 1,234 $334K 0.05% -4 13F-HR Timeline Machina Capital S.A.S. More: the full row for Machina Capital S.A.S. 1,226 $332K 0.07% -3,450 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 1,222 $331K 0.01% new 13F-HR Timeline Fortis Capital Advisors, LLC More: the full row for Fortis Capital Advisors, LLC 1,222 $331K 0.04% new 13F-HR Timeline Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 1,216 $329K 0.02% new 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 1,212 $328K <0.01% -1,579 13F-HR Timeline Redhawk Wealth Advisors, Inc. More: the full row for Redhawk Wealth Advisors, Inc. 1,211 $328K 0.04% new 13F-HR Timeline Plan Group Financial, LLC More: the full row for Plan Group Financial, LLC 1,205 $326K 0.08% -258 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 1,200 $325K 0.03% 0 13F-HR Timeline Kercheville Advisors, LLC More: the full row for Kercheville Advisors, LLC 1,200 $325K 0.1% new 13F-HR Timeline MCCARTER PRIVATE WEALTH SERVICES LLC More: the full row for MCCARTER PRIVATE WEALTH SERVICES LLC 1,200 $325K 0.14% 0 13F-HR Timeline Plancorp, LLC More: the full row for Plancorp, LLC 934 $321K 0.01% new 13F-HR Timeline SEVEN MILE ADVISORY More: the full row for SEVEN MILE ADVISORY 1,179 $319K 0.23% -377 13F-HR Timeline LAUREL OAK WEALTH MANAGEMENT, LLC More: the full row for LAUREL OAK WEALTH MANAGEMENT, LLC 1,177 $318K 0.05% -94 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 1,175 $318K 0.01% new 13F-HR Timeline Commonwealth Financial Services, LLC More: the full row for Commonwealth Financial Services, LLC 1,166 $315K 0.05% new 13F-HR Timeline Five Oceans Advisors More: the full row for Five Oceans Advisors 1,165 $315K 0.11% new 13F-HR Timeline West Family Investments, Inc. More: the full row for West Family Investments, Inc. 1,162 $314K 0.11% -1,192 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 1,161 $314K 0.02% new 13F-HR Timeline Group STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 1,160 $314K <0.01% -56 13F-HR Timeline Group Horst & Graben Wealth Management LLC More: the full row for Horst & Graben Wealth Management LLC 783 $314K 0.04% new 13F-HR Timeline TABR Capital Management, LLC More: the full row for TABR Capital Management, LLC 1,148 $311K 0.29% new 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 1,148 $311K 0.02% new 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 1,145 $310K <0.01% -1,768 13F-HR Timeline Obermeyer Wealth Partners More: the full row for Obermeyer Wealth Partners 1,140 $308K 0.01% new 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 1,136 $307K 0.17% 0 13F-HR Timeline MBL Wealth, LLC More: the full row for MBL Wealth, LLC 1,133 $306K 0.02% new 13F-HR Timeline Avantax Planning Partners, Inc. More: the full row for Avantax Planning Partners, Inc. 1,126 $305K 0.01% -325 13F-HR Timeline KICKSTAND VENTURES, LLC. More: the full row for KICKSTAND VENTURES, LLC. 1,121 $303K 0.06% -1,119 13F-HR Timeline FOCUSED ALPHA, LLC More: the full row for FOCUSED ALPHA, LLC 1,107 $299K 0.09% -2,339 13F-HR Timeline OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 1,107 $299K 0.01% new 13F-HR Timeline Nicholas Wealth, LLC. More: the full row for Nicholas Wealth, LLC. 1,105 $299K 0.21% -133 13F-HR Timeline Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 1,104 $299K 0.02% new 13F-HR Timeline Comprehensive Financial Planning, Inc./… More: the full row for Comprehensive Financial Planning, Inc./PA 1,101 $298K 0.21% +300 13F-HR Timeline