Sigma Planning Corp More: the full row for Sigma Planning Corp 31,733 $1.72M 0.05% +2,811 13F-HR Timeline Argyle Capital Partners, LLC More: the full row for Argyle Capital Partners, LLC 31,358 $1.7M 1.46% 13F-HR Timeline Empowered Funds, LLC More: the full row for Empowered Funds, LLC 31,293 $1.69M 0.02% -48,254 13F-HR Timeline TRANSATLANTIQUE PRIVATE WEALTH LLC More: the full row for TRANSATLANTIQUE PRIVATE WEALTH LLC 30,967 $1.68M 0.64% -2,197 13F-HR/A Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 30,852 $1.67M 0.03% +13,310 13F-HR Timeline Group AMG National Trust Bank More: the full row for AMG National Trust Bank 30,813 $1.67M 0.05% +186 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 30,467 $1.65M 0.04% +1,918 13F-HR Timeline Group GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 30,405 $1.65M 0.45% -2,336 13F-HR Timeline YANKCOM Partnership More: the full row for YANKCOM Partnership 30,280 $1.64M 0.88% 13F-HR Timeline Dynamic Technology Lab Private Ltd More: the full row for Dynamic Technology Lab Private Ltd 30,221 $1.64M 0.26% new 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 29,974 $1.62M 0.03% +3,324 13F-HR Timeline Pinion Investment Advisors, LLC More: the full row for Pinion Investment Advisors, LLC 29,930 $1.62M 0.64% +5,671 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 28,724 $1.61M 0.16% +2,099 13F-HR Timeline Uncommon Cents Investing LLC More: the full row for Uncommon Cents Investing LLC 28,740 $1.56M 0.46% -235 13F-HR Timeline Phillips Wealth Planners LLC More: the full row for Phillips Wealth Planners LLC 27,948 $1.55M 1.55% -3,739 13F-HR Timeline INCEPTIONR LLC More: the full row for INCEPTIONR LLC 28,603 $1.55M 0.35% new 13F-HR Timeline Patten Group, Inc. More: the full row for Patten Group, Inc. 28,385 $1.54M 0.34% -56 13F-HR Timeline Buckley Wealth Management, LLC More: the full row for Buckley Wealth Management, LLC 28,285 $1.53M 0.47% -1,845 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 28,207 $1.53M 0.31% +7,117 13F-HR Timeline KCM INVESTMENT ADVISORS LLC More: the full row for KCM INVESTMENT ADVISORS LLC 28,203 $1.53M 0.05% -188 13F-HR Timeline Bramshill Investments, LLC More: the full row for Bramshill Investments, LLC 28,173 $1.52M 0.24% new 13F-HR Timeline Segment Wealth Management, LLC More: the full row for Segment Wealth Management, LLC 28,132 $1.52M 0.1% +240 13F-HR Timeline UNITED SERVICES AUTOMOBILE ASSOCIATION in group UNITED SERVICES AUTOMOBILE AS… More: the full row for UNITED SERVICES AUTOMOBILE ASSOCIATION 28,097 $1.52M 0.05% -2,259 13F-HR Timeline Group CONNING INC. in group CONNING INC. More: the full row for CONNING INC. 27,994 $1.52M 0.05% +1,328 13F-HR Timeline Group Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 25,509 $1.51M 0.04% +14,814 13F-HR Timeline Centre Asset Management, LLC More: the full row for Centre Asset Management, LLC 27,890 $1.51M 0.35% -275 13F-HR Timeline Donoghue Forlines LLC More: the full row for Donoghue Forlines LLC 27,881 $1.51M 0.5% -51,031 13F-HR Timeline BAKER TILLY WEALTH MANAGEMENT, LLC More: the full row for BAKER TILLY WEALTH MANAGEMENT, LLC 27,739 $1.5M 0.59% -3,257 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 27,654 $1.5M 0.03% -1,839 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 27,608 $1.49M 0.12% +15,244 13F-HR Timeline TRUST CO OF OKLAHOMA More: the full row for TRUST CO OF OKLAHOMA 27,572 $1.49M 0.48% -913 13F-HR Timeline SG Americas Securities, LLC More: the full row for SG Americas Securities, LLC 27,527 $1.49M 0.01% -838,011 13F-HR Timeline Alberta Investment Management Corp More: the full row for Alberta Investment Management Corp 27,500 $1.49M 0.01% new 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 27,284 $1.48M 0.03% +81 13F-HR Timeline Holt Capital Advisors, L.L.C. dba Holt … More: the full row for Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 27,077 $1.47M 0.22% 0 13F-HR Timeline First County Bank /CT/ More: the full row for First County Bank /CT/ 26,941 $1.46M 0.81% -6,257 13F-HR Timeline Empirical Finance, LLC More: the full row for Empirical Finance, LLC 26,843 $1.45M 0.08% -64 13F-HR Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 26,639 $1.44M 0.02% -4,178 13F-HR Timeline Group NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 26,572 $1.44M 0.16% -2,572 13F-HR Timeline My Legacy Advisors, LLC More: the full row for My Legacy Advisors, LLC 24,712 $1.43M 0.56% -506 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 26,475 $1.43M 0.12% +401 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 26,409 $1.43M 0.22% +1,364 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 26,298 $1.42M 0.02% +13,941 13F-HR Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 26,197 $1.42M 0.11% +475 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 26,104 $1.41M 0.02% +621 13F-HR/A Timeline Group North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 25,757 $1.39M 0.1% +1,968 13F-HR Timeline CASTLEARK MANAGEMENT LLC More: the full row for CASTLEARK MANAGEMENT LLC 25,570 $1.38M 0.05% 0 13F-HR Timeline Weiss Asset Management LP in group Weiss Asset Management LP More: the full row for Weiss Asset Management LP 25,557 $1.38M 0.03% new 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. CNB Bank More: the full row for CNB Bank 25,265 $1.37M 0.64% -3,294 13F-HR Timeline TrueWealth Advisors, LLC More: the full row for TrueWealth Advisors, LLC 25,034 $1.35M 0.45% -6,209 13F-HR Timeline RBF Capital, LLC More: the full row for RBF Capital, LLC 25,000 $1.35M 0.07% 0 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 24,948 $1.35M 0.16% -7,409 13F-HR Timeline Harbour Trust & Investment Management Co More: the full row for Harbour Trust & Investment Management Co 24,924 $1.35M 0.15% -370 13F-HR Timeline Cherokee Insurance Co More: the full row for Cherokee Insurance Co 24,729 $1.34M 0.61% 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 24,611 $1.33M 0.05% -1,593 13F-HR Timeline NORTHEAST INVESTMENT MANAGEMENT More: the full row for NORTHEAST INVESTMENT MANAGEMENT 24,557 $1.33M 0.06% 0 13F-HR Timeline GREENLEAF TRUST More: the full row for GREENLEAF TRUST 24,513 $1.33M 0.01% +3,088 13F-HR Timeline Prossimo Advisors, LLC More: the full row for Prossimo Advisors, LLC 24,412 $1.32M 0.96% +47 13F-HR Timeline Hedges Asset Management LLC More: the full row for Hedges Asset Management LLC 24,400 $1.32M 0.87% 0 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 24,328 $1.32M 0.15% +2,404 13F-HR Timeline Group Cannell & Spears LLC More: the full row for Cannell & Spears LLC 24,113 $1.3M 0.03% +13 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 23,794 $1.29M 0.1% -10,412 13F-HR/A Timeline Quantitative Investment Management, LLC More: the full row for Quantitative Investment Management, LLC 23,430 $1.27M 0.1% +15,217 13F-HR Timeline New Hampshire Trust More: the full row for New Hampshire Trust 23,373 $1.26M 0.27% -292 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 23,356 $1.26M 0.01% -1,735 13F-HR Timeline Group Warburton Capital Management, LLC More: the full row for Warburton Capital Management, LLC 23,261 $1.26M 0.94% 13F-HR Timeline V-Square Quantitative Management LLC More: the full row for V-Square Quantitative Management LLC 23,160 $1.25M 0.18% +331 13F-HR Timeline Aster Capital Management (DIFC) Ltd More: the full row for Aster Capital Management (DIFC) Ltd 23,140 $1.25M 0.48% new 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 23,011 $1.25M 0.04% -2,594 13F-HR Timeline USA FINANCIAL FORMULAS More: the full row for USA FINANCIAL FORMULAS 23,009 $1.25M 0.2% new 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 22,826 $1.24M 0.03% 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 22,822 $1.24M 0.09% +366 13F-HR Timeline MTM Investment Management, LLC More: the full row for MTM Investment Management, LLC 22,756 $1.23M 0.47% -2,227 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 22,685 $1.23M 0.05% -2,794 13F-HR Timeline Group Canada Post Corp Registered Pension Plan More: the full row for Canada Post Corp Registered Pension Plan 22,669 $1.23M 0.07% 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 22,600 $1.22M 0.03% +10,671 13F-HR Timeline Aquatic Capital Management LLC More: the full row for Aquatic Capital Management LLC 22,465 $1.22M 0.03% new 13F-HR Timeline Pullen Investment Management, LLC More: the full row for Pullen Investment Management, LLC 22,460 $1.22M 0.79% +714 13F-HR Timeline KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 22,460 $1.22M <0.01% +553 13F-HR Timeline Group Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 22,438 $1.21M 0.09% +395 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 22,414 $1.21M 0.06% -148 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 22,272 $1.21M 0.03% +161 13F-HR Timeline WCG Wealth Advisors LLC More: the full row for WCG Wealth Advisors LLC 22,243 $1.2M 0.08% +820 13F-HR Timeline SVB WEALTH LLC More: the full row for SVB WEALTH LLC 21,923 $1.19M 0.02% new 13F-HR Timeline Magnus Financial Group LLC More: the full row for Magnus Financial Group LLC 21,878 $1.18M 0.11% +5,015 13F-HR Timeline CAMBIAR INVESTORS LLC More: the full row for CAMBIAR INVESTORS LLC 21,791 $1.18M 0.05% -777,477 13F-HR Timeline OneAscent Financial Services LLC group of 3 filers holding More: the full row for OneAscent Financial Services LLC 21,657 $1.17M +389 Timeline FERGUSON WELLMAN CAPITAL MANAGEMENT, INC More: the full row for FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 21,610 $1.17M 0.02% +27 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 21,502 $1.16M 0.09% +8 13F-HR Timeline Laird Norton Wetherby Wealth Management… More: the full row for Laird Norton Wetherby Wealth Management, LLC 21,367 $1.16M 0.06% -976 13F-HR Timeline Kennebec Savings Bank More: the full row for Kennebec Savings Bank 20,625 $1.16M 1.16% -1,363 13F-HR Timeline Veracity Capital LLC More: the full row for Veracity Capital LLC 21,299 $1.15M 0.42% +4,830 13F-HR Timeline Arete Wealth Advisors, LLC More: the full row for Arete Wealth Advisors, LLC 21,171 $1.15M 0.08% +11,927 13F-HR Timeline Portside Wealth Group, LLC More: the full row for Portside Wealth Group, LLC 21,157 $1.15M 0.19% -3,702 13F-HR/A Timeline Point72 Asia (Singapore) Pte. Ltd. More: the full row for Point72 Asia (Singapore) Pte. Ltd. 21,139 $1.14M 0.3% new 13F-HR Timeline MARINO, STRAM & ASSOCIATES LLC More: the full row for MARINO, STRAM & ASSOCIATES LLC 21,133 $1.14M 0.25% -38 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 20,996 $1.14M 0.01% -47 13F-HR Timeline Dakota Wealth Management More: the full row for Dakota Wealth Management 20,830 $1.13M 0.03% -4,570 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 20,290 $1.13M 0.06% +1,098 13F-HR Timeline Invst, LLC More: the full row for Invst, LLC 20,756 $1.12M 0.14% -104 13F-HR Timeline SHARPEPOINT LLC More: the full row for SHARPEPOINT LLC 20,588 $1.11M 1% 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 20,564 $1.11M 0.01% +405 13F-HR Timeline Group Diligent Investors, LLC More: the full row for Diligent Investors, LLC 20,392 $1.1M 0.25% +1,103 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 20,369 $1.1M 0.08% -880 13F-HR Timeline Fulton Bank, N.A. More: the full row for Fulton Bank, N.A. 20,365 $1.1M 0.04% -18,499 13F-HR Timeline Dana Investment Advisors, Inc. More: the full row for Dana Investment Advisors, Inc. 20,343 $1.1M 0.04% -549 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 20,281 $1.1M 0.08% +85 13F-HR Timeline First Commonwealth Financial Corp /PA/ in group First Commonwealth Financial … More: the full row for First Commonwealth Financial Corp /PA/ 20,240 $1.1M 0.26% +493 13F-HR Timeline Group NICHOLAS COMPANY, INC. More: the full row for NICHOLAS COMPANY, INC. 20,233 $1.1M 0.02% -15 13F-HR Timeline Pointe Capital Management LLC More: the full row for Pointe Capital Management LLC 20,223 $1.09M 0.63% 0 13F-HR/A Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 20,184 $1.09M 0.01% +3,395 13F-HR Timeline Group Aspen Investment Management Inc More: the full row for Aspen Investment Management Inc 20,094 $1.09M 0.5% 0 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 20,022 $1.08M 0.11% +1,234 13F-HR Timeline MONETTA FINANCIAL SERVICES INC More: the full row for MONETTA FINANCIAL SERVICES INC 20,000 $1.08M 0.87% 0 13F-HR Timeline OUTFITTERS FINANCIAL LLC More: the full row for OUTFITTERS FINANCIAL LLC 20,000 $1.08M 0.87% 0 13F-HR Timeline Penbrook Management LLC More: the full row for Penbrook Management LLC 19,930 $1.08M 0.74% -100 13F-HR Timeline WEST PACES ADVISORS INC. More: the full row for WEST PACES ADVISORS INC. 19,928 $1.08M 0.26% -49 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 19,758 $1.07M 0.02% +7,676 13F-HR Timeline Group Cornerstone Advisors, LLC More: the full row for Cornerstone Advisors, LLC 19,700 $1.07M 0.04% 0 13F-HR Timeline Freedom Day Solutions, LLC More: the full row for Freedom Day Solutions, LLC 19,646 $1.06M 0.32% +591 13F-HR Timeline Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 19,639 $1.06M +373 Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 19,354 $1.05M 0.02% +5,640 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 19,232 $1.04M 0.01% +5,138 13F-HR Timeline STEEL GROVE CAPITAL ADVISORS, LLC More: the full row for STEEL GROVE CAPITAL ADVISORS, LLC 18,998 $1.03M 0.15% -477 13F-HR Timeline Mosley Wealth Management More: the full row for Mosley Wealth Management 18,540 $1.03M 0.64% +451 13F-HR Timeline RNC CAPITAL MANAGEMENT LLC More: the full row for RNC CAPITAL MANAGEMENT LLC 18,870 $1.02M 0.05% -40 13F-HR Timeline Marcum Wealth, LLC More: the full row for Marcum Wealth, LLC 18,842 $1.02M 0.09% -5,753 13F-HR Timeline Quantum Portfolio Management LLC More: the full row for Quantum Portfolio Management LLC 18,837 $1.02M 0.55% +4,266 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 18,788 $1.02M 0.04% -1,108 13F-HR Timeline DEARBORN PARTNERS LLC More: the full row for DEARBORN PARTNERS LLC 18,756 $1.02M 0.04% +645 13F-HR Timeline Ignite Planners, LLC More: the full row for Ignite Planners, LLC 17,925 $1.01M 0.22% -663 13F-HR Timeline Generali Investments, Management Co LLC More: the full row for Generali Investments, Management Co LLC 18,699 $1.01M 0.26% 13F-HR Timeline Fernwood Investment Management, LLC More: the full row for Fernwood Investment Management, LLC 18,614 $1.01M 0.35% 0 13F-HR Timeline Siemens Fonds Invest GmbH More: the full row for Siemens Fonds Invest GmbH 18,497 $1M 0.07% +2,810 13F-HR/A Timeline MITCHELL & PAHL PRIVATE WEALTH, LLC More: the full row for MITCHELL & PAHL PRIVATE WEALTH, LLC 18,394 $995K 0.46% -1,427 13F-HR Timeline Myriad Asset Management US LP in group Myriad Asset Management Advis… More: the full row for Myriad Asset Management US LP 18,381 $995K 0.67% 13F-HR Timeline Group Essex Financial Services, Inc. group of 2 filers holding More: the full row for Essex Financial Services, Inc. 18,264 $988K -1,836 Timeline Centiva Capital, LP More: the full row for Centiva Capital, LP 18,228 $986K 0.04% new 13F-HR Timeline Shepherd Financial Partners LLC More: the full row for Shepherd Financial Partners LLC 18,210 $986K 0.12% +86 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 18,143 $982K 0.06% -1,943 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 18,139 $982K 0.03% 0 13F-HR Timeline Group SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 18,132 $981K 0.04% -1,204 13F-HR Timeline MUFG SECURITIES AMERICAS INC. More: the full row for MUFG SECURITIES AMERICAS INC. 17,995 $974K 0.12% 13F-HR Timeline GM Advisory Group, LLC More: the full row for GM Advisory Group, LLC 17,974 $973K 0.05% -435 13F-HR Timeline D.B. Root & Company, LLC More: the full row for D.B. Root & Company, LLC 17,919 $970K 0.31% -545 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 17,889 $968K 0.01% +183 13F-HR Timeline Bank & Trust Co More: the full row for Bank & Trust Co 17,807 $964K 0.81% -864 13F-HR Timeline FORT WASHINGTON INVESTMENT ADVISORS INC… More: the full row for FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 17,802 $963K 0.01% 0 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 17,653 $955K 0.04% +10 13F-HR Timeline Lombard Odier Asset Management (Switzer… More: the full row for Lombard Odier Asset Management (Switzerland) SA 17,652 $955K 0.07% -682 13F-HR Timeline Comprehensive Money Management Services… More: the full row for Comprehensive Money Management Services LLC 17,592 $952K 0.79% 13F-HR Timeline THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 17,584 $951K 0.06% -978 13F-HR Timeline VIAWEALTH, LLC More: the full row for VIAWEALTH, LLC 17,520 $948K 0.57% -6,493 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 17,511 $948K 0.05% +5,210 13F-HR Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 17,508 $948K 0.14% +159 13F-HR Timeline GSA CAPITAL PARTNERS LLP More: the full row for GSA CAPITAL PARTNERS LLP 17,414 $942K 0.07% new 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 17,400 $942K 0.01% -266 13F-HR Timeline Group IRON Financial LLC More: the full row for IRON Financial LLC 17,274 $935K 0.53% +658 13F-HR Timeline Greenland Capital Management LP More: the full row for Greenland Capital Management LP 17,230 $932K 0.19% new 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 17,181 $930K 0.04% +3,000 13F-HR Timeline TCW GROUP INC in group TCW GROUP INC More: the full row for TCW GROUP INC 17,052 $923K 0.01% +427 13F-HR Timeline Group Sheaff Brock Investment Advisors, LLC More: the full row for Sheaff Brock Investment Advisors, LLC 16,990 $920K 0.08% +864 13F-HR Timeline Waterloo Capital, L.P. More: the full row for Waterloo Capital, L.P. 16,985 $919K 0.1% -2,319 13F-HR Timeline BEAM WEALTH ADVISORS, INC. More: the full row for BEAM WEALTH ADVISORS, INC. 16,957 $918K 0.29% -1,364 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 16,823 $910K 0.02% -1,814 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 16,808 $910K 0.04% -587 13F-HR Timeline Alteri Wealth LLC More: the full row for Alteri Wealth LLC 16,750 $906K 0.25% 13F-HR Timeline CHESAPEAKE ASSET MANAGEMENT LLC More: the full row for CHESAPEAKE ASSET MANAGEMENT LLC 16,745 $906K 0.84% +1,064 13F-HR Timeline EVERETT HARRIS & CO /CA/ More: the full row for EVERETT HARRIS & CO /CA/ 16,695 $904K 0.01% +1,520 13F-HR Timeline Sterneck Capital Management, LLC More: the full row for Sterneck Capital Management, LLC 16,652 $901K 0.49% -1,958 13F-HR Timeline Legacy Capital Wealth Partners, LLC More: the full row for Legacy Capital Wealth Partners, LLC 16,614 $899K 0.22% -8,290 13F-HR Timeline EASTERLY INVESTMENT PARTNERS LLC More: the full row for EASTERLY INVESTMENT PARTNERS LLC 16,569 $897K 0.07% +3 13F-HR Timeline Mirador Capital Partners LP More: the full row for Mirador Capital Partners LP 16,516 $894K 0.16% +468 13F-HR Timeline SUMMIT SECURITIES GROUP LLC More: the full row for SUMMIT SECURITIES GROUP LLC 16,400 $888K 0.33% new 13F-HR Timeline Harvest Fund Management Co., Ltd in group Harvest Fund Management Co., … More: the full row for Harvest Fund Management Co., Ltd 16,142 $874K 0.04% +9,744 13F-HR Timeline Group TWIN CAPITAL MANAGEMENT INC More: the full row for TWIN CAPITAL MANAGEMENT INC 16,136 $873K 0.1% new 13F-HR Timeline OSSIAM More: the full row for OSSIAM 16,101 $871K 0.02% -94,896 13F-HR Timeline Fayez Sarofim & Co in group Fayez Sarofim & Co More: the full row for Fayez Sarofim & Co 16,085 $871K <0.01% 0 13F-HR Timeline Group SFMG, LLC More: the full row for SFMG, LLC 16,044 $868K 0.07% 0 13F-HR Timeline LGT Group Foundation in group LGT Group Foundation More: the full row for LGT Group Foundation 15,986 $865K 0.01% +1,116 13F-HR Timeline Group PITCAIRN CO in group PITCAIRN CO More: the full row for PITCAIRN CO 15,978 $865K 0.05% -903 13F-HR Timeline Group PINKERTON WEALTH, LLC More: the full row for PINKERTON WEALTH, LLC 15,949 $863K 0.13% new 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 15,899 $860K 0.06% -14 13F-HR Timeline WESPAC Advisors, LLC More: the full row for WESPAC Advisors, LLC 15,828 $857K 0.63% new 13F-HR Timeline FIRST MANHATTAN CO. LLC. More: the full row for FIRST MANHATTAN CO. LLC. 15,815 $856K <0.01% 0 13F-HR Timeline Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 15,705 $850K 0.11% -557 13F-HR Timeline True Freedom Investing, LLC More: the full row for True Freedom Investing, LLC 15,485 $838K 0.36% 13F-HR Timeline COUNTRY CLUB BANK More: the full row for COUNTRY CLUB BANK 15,397 $834K 0.06% -115 13F-HR Timeline STRATEGY ASSET MANAGERS LLC More: the full row for STRATEGY ASSET MANAGERS LLC 15,349 $831K 0.16% -35 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 15,166 $821K 0.01% +911 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Qtron Investments LLC More: the full row for Qtron Investments LLC 15,033 $814K 0.11% -6,697 13F-HR Timeline AlphaQuest LLC More: the full row for AlphaQuest LLC 15,011 $812K 0.11% +12,467 13F-HR Timeline Smith Group Asset Management, LLC More: the full row for Smith Group Asset Management, LLC 15,000 $812K 0.06% new 13F-HR Timeline EVERPAR ADVISORS LLC More: the full row for EVERPAR ADVISORS LLC 14,973 $810K 0.41% -3,151 13F-HR Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 14,965 $810K 0.01% +688 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 14,824 $802K 0.04% +3,938 13F-HR Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 14,805 $801K 0.06% -8,639 13F-HR Timeline Graypoint LLC More: the full row for Graypoint LLC 14,781 $800K 0.05% +284 13F-HR Timeline Vinva Investment Management Ltd More: the full row for Vinva Investment Management Ltd 14,686 $795K 0.03% new 13F-HR Timeline SCHULHOFF & CO INC More: the full row for SCHULHOFF & CO INC 11,841 $793K 0.29% -5,942 13F-HR Timeline