Corebridge Financial, Inc. in group Corebridge Financial, Inc. More: the full row for Corebridge Financial, Inc. 6,555 $557K <0.01% -338 13F-HR Timeline Group Financial Advocates Investment Manageme… More: the full row for Financial Advocates Investment Management 6,524 $554K 0.03% +165 13F-HR Timeline SYNOVUS FINANCIAL CORP More: the full row for SYNOVUS FINANCIAL CORP 6,467 $550K 0.01% -3,707 13F-HR Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 6,411 $545K 0.08% +508 13F-HR Timeline JB Capital LLC More: the full row for JB Capital LLC 6,397 $544K 0.03% +458 13F-HR Timeline MARIETTA INVESTMENT PARTNERS LLC More: the full row for MARIETTA INVESTMENT PARTNERS LLC 6,311 $536K 0.12% new 13F-HR Timeline DOLIVER ADVISORS, LP More: the full row for DOLIVER ADVISORS, LP 6,306 $536K 0.15% -35 13F-HR Timeline BOOTHBAY FUND MANAGEMENT, LLC More: the full row for BOOTHBAY FUND MANAGEMENT, LLC 6,267 $533K 0.02% -2,302 13F-HR Timeline Moser Wealth Advisors, LLC More: the full row for Moser Wealth Advisors, LLC 6,265 $532K 0.28% 0 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 6,263 $532K 0.04% +978 13F-HR Timeline Whalen Wealth Management Inc. More: the full row for Whalen Wealth Management Inc. 6,202 $527K 0.37% new 13F-HR Timeline Painted Porch Advisors LLC More: the full row for Painted Porch Advisors LLC 6,172 $525K 0.26% +6,087 13F-HR Timeline MBA Advisors LLC More: the full row for MBA Advisors LLC 6,142 $522K 0.26% new 13F-HR Timeline Interchange Capital Partners, LLC More: the full row for Interchange Capital Partners, LLC 6,091 $518K 0.19% -2,131 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 6,068 $516K 0.02% -3,250 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 6,043 $514K 0.01% -5,763 13F-HR Timeline Capula Management Ltd in group Capula Management Ltd More: the full row for Capula Management Ltd 6,026 $512K <0.01% new 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 6,014 $511K <0.01% +353 13F-HR Timeline Group Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 5,993 $509K 0.01% +186 13F-HR Timeline Group MAI Capital Management More: the full row for MAI Capital Management 5,950 $506K <0.01% +131 13F-HR Timeline CAXTON ASSOCIATES LP More: the full row for CAXTON ASSOCIATES LP 5,934 $504K 0.02% new 13F-HR Timeline Prasad Wealth Partners, LLC More: the full row for Prasad Wealth Partners, LLC 5,929 $504K 0.16% 13F-HR Timeline Sandy Spring Bank More: the full row for Sandy Spring Bank 5,891 $501K 0.02% -25 13F-HR Timeline Clarity Capital Partners LLC More: the full row for Clarity Capital Partners LLC 5,850 $497K 0.26% -1,501 13F-HR Timeline Prairie Wealth Advisors, Inc. More: the full row for Prairie Wealth Advisors, Inc. 5,808 $494K 0.24% -305 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 5,708 $485K 0.02% -36 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 5,697 $484K 0.06% +253 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 5,697 $484K 0.09% -59 13F-HR Timeline Group BAKER TILLY WEALTH MANAGEMENT, LLC More: the full row for BAKER TILLY WEALTH MANAGEMENT, LLC 5,637 $479K 0.19% +219 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 5,568 $473K 0.01% -1,025 13F-HR Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 5,487 $466K 0.06% 0 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 5,482 $466K 0.06% +4,522 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 5,473 $465K 0.04% -18 13F-HR Timeline DUDLEY CAPITAL MANAGEMENT, LLC More: the full row for DUDLEY CAPITAL MANAGEMENT, LLC 5,453 $463K 0.24% new 13F-HR Timeline CIM INVESTMENT MANAGEMENT INC More: the full row for CIM INVESTMENT MANAGEMENT INC 5,408 $460K 0.13% -21 13F-HR Timeline Tyler-Stone Wealth Management More: the full row for Tyler-Stone Wealth Management 5,390 $458K 0.08% 0 13F-HR Timeline Gallagher Fiduciary Advisors, LLC in group Gallagher Fiduciary Advisors,… More: the full row for Gallagher Fiduciary Advisors, LLC 5,389 $458K 0.09% +121 13F-HR Timeline Group IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 5,318 $452K 0.01% -491 13F-HR Timeline Ellevest, Inc. More: the full row for Ellevest, Inc. 5,284 $449K 0.03% +15 13F-HR Timeline Keudell/Morrison Wealth Management More: the full row for Keudell/Morrison Wealth Management 5,284 $449K 0.12% 0 13F-HR Timeline OPTIMIZE FINANCIAL INC. More: the full row for OPTIMIZE FINANCIAL INC. 5,244 $446K 0.33% 13F-HR Timeline VIAWEALTH, LLC More: the full row for VIAWEALTH, LLC 5,217 $443K 0.27% -525 13F-HR Timeline WEALTHEDGE INVESTMENT ADVISORS, LLC More: the full row for WEALTHEDGE INVESTMENT ADVISORS, LLC 5,215 $443K 0.2% 13F-HR Timeline Harvest Fund Management Co., Ltd in group Harvest Fund Management Co., … More: the full row for Harvest Fund Management Co., Ltd 5,202 $443K 0.02% +3,479 13F-HR Timeline Group Freestone Capital Holdings, LLC in group Freestone Capital Holdings, L… More: the full row for Freestone Capital Holdings, LLC 5,171 $439K 0.02% -124 13F-HR Timeline Group Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 5,040 $435K 0.01% +498 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 5,034 $428K 0.03% new 13F-HR Timeline Group Laird Norton Wetherby Wealth Management… More: the full row for Laird Norton Wetherby Wealth Management, LLC 5,019 $427K 0.02% -1,764 13F-HR Timeline WESBANCO BANK INC More: the full row for WESBANCO BANK INC 5,002 $425K 0.01% 0 13F-HR Timeline American Assets Investment Management, … in group American Assets Investment Ma… More: the full row for American Assets Investment Management, LLC 5,000 $425K 0.03% 0 13F-HR Timeline Group Union Bancaire Privee, UBP SA More: the full row for Union Bancaire Privee, UBP SA 4,728 $421K 0.01% 13F-HR/A Timeline HARBOR CAPITAL ADVISORS, INC. More: the full row for HARBOR CAPITAL ADVISORS, INC. 4,893 $416K 0.02% -3,002 13F-HR Timeline SANDERS MORRIS HARRIS LLC More: the full row for SANDERS MORRIS HARRIS LLC 4,870 $416K 0.06% 0 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 4,881 $415K <0.01% +545 13F-HR Timeline Group Absolute Gestao de Investimentos Ltda. More: the full row for Absolute Gestao de Investimentos Ltda. 4,879 $415K 0.18% new 13F-HR Timeline SVB WEALTH LLC More: the full row for SVB WEALTH LLC 4,840 $411K 0.01% new 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 4,816 $409K 0.08% +584 13F-HR Timeline RAHLFS CAPITAL, LLC More: the full row for RAHLFS CAPITAL, LLC 4,808 $409K 0.4% 13F-HR/A Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 4,735 $402K 0.04% +1,125 13F-HR Timeline Bluesphere Advisors LLC More: the full row for Bluesphere Advisors LLC 4,728 $402K 0.2% +582 13F-HR Timeline CenterStar Asset Management, LLC More: the full row for CenterStar Asset Management, LLC 4,715 $401K 0.88% new 13F-HR Timeline ASHTON THOMAS SECURITIES, LLC More: the full row for ASHTON THOMAS SECURITIES, LLC 4,707 $400K 0.11% +99 13F-HR Timeline AGF MANAGEMENT LTD in group AGF MANAGEMENT LTD More: the full row for AGF MANAGEMENT LTD 4,690 $399K <0.01% new 13F-HR Timeline Group BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 4,650 $395K 0.01% +454 13F-HR/A Timeline ELEMENT POINTE ADVISORS, LLC More: the full row for ELEMENT POINTE ADVISORS, LLC 4,627 $393K 0.09% 0 13F-HR Timeline TOBAM More: the full row for TOBAM 4,623 $393K 0.12% +635 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Stonekeep Investments, LLC More: the full row for Stonekeep Investments, LLC 4,606 $391K 0.29% +805 13F-HR Timeline Crossmark Global Holdings, Inc. More: the full row for Crossmark Global Holdings, Inc. 4,583 $390K 0.01% -58 13F-HR Timeline LAZARI CAPITAL MANAGEMENT, INC. More: the full row for LAZARI CAPITAL MANAGEMENT, INC. 4,587 $390K 0.16% -200 13F-HR Timeline Addison Capital Co More: the full row for Addison Capital Co 4,572 $389K 0.15% 0 13F-HR Timeline CAP Partners, LLC More: the full row for CAP Partners, LLC 4,551 $387K 0.27% -264 13F-HR Timeline Portside Wealth Group, LLC More: the full row for Portside Wealth Group, LLC 4,526 $385K 0.06% +426 13F-HR/A Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 4,519 $384K 0.02% +73 13F-HR Timeline EDMOND DE ROTHSCHILD HOLDING S.A. in group EDMOND DE ROTHSCHILD HOLDING … More: the full row for EDMOND DE ROTHSCHILD HOLDING S.A. 4,500 $382K 0.01% +1,400 13F-HR Timeline Group Prosperity Wealth Management, Inc. in group Prosperity Financial Group, I… More: the full row for Prosperity Wealth Management, Inc. 4,495 $382K 0.16% new 13F-HR Timeline Group Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 4,483 $381K 0.01% +722 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 4,474 $380K 0.02% -179 13F-HR/A Timeline Private Portfolio Partners LLC More: the full row for Private Portfolio Partners LLC 4,456 $379K 0.07% -1,377 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 4,443 $378K 0.01% +1,266 13F-HR Timeline FIRST HAWAIIAN BANK in group FIRST HAWAIIAN BANK More: the full row for FIRST HAWAIIAN BANK 4,421 $376K 0.01% -584 13F-HR Timeline Group Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 4,304 $366K 0.05% +85 13F-HR/A Timeline GHE, LLC More: the full row for GHE, LLC 4,300 $365K 0.14% -870 13F-HR/A Timeline CONWAY CAPITAL MANAGEMENT, INC. More: the full row for CONWAY CAPITAL MANAGEMENT, INC. 4,270 $363K 0.16% 0 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 4,253 $361K 0.01% -2,820 13F-HR Timeline LECAP ASSET MANAGEMENT LTD More: the full row for LECAP ASSET MANAGEMENT LTD 4,251 $361K 0.1% new 13F-HR Timeline Livforsakringsbolaget Skandia, Omsesidi… More: the full row for Livforsakringsbolaget Skandia, Omsesidigt 4,249 $361K 0.02% 0 13F-HR Timeline Simmons Bank in group Simmons Bank More: the full row for Simmons Bank 4,245 $361K 0.03% -87 13F-HR Timeline Group Wedmont Private Capital More: the full row for Wedmont Private Capital 4,361 $360K 0.02% +45 13F-HR Timeline Maxi Investments CY Ltd More: the full row for Maxi Investments CY Ltd 4,200 $357K 0.07% new 13F-HR Timeline BRADLEY FOSTER & SARGENT INC/CT More: the full row for BRADLEY FOSTER & SARGENT INC/CT 4,162 $354K 0.01% -200 13F-HR Timeline Gallagher Capital Advisors, LLC More: the full row for Gallagher Capital Advisors, LLC 4,153 $353K 0.26% 13F-HR Timeline CARDIFF PARK ADVISORS, LLC More: the full row for CARDIFF PARK ADVISORS, LLC 4,134 $351K 0.03% 0 13F-HR Timeline Pitti Group Wealth Management, LLC More: the full row for Pitti Group Wealth Management, LLC 4,131 $351K 0.36% -608 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 4,107 $349K 0.01% +131 13F-HR Timeline WASHINGTON CAPITAL MANAGEMENT, INC More: the full row for WASHINGTON CAPITAL MANAGEMENT, INC 4,100 $348K 0.27% new 13F-HR Timeline GREENLEAF TRUST More: the full row for GREENLEAF TRUST 4,091 $348K <0.01% +16 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 4,083 $347K 0.01% -494 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 4,069 $346K 0.02% -292 13F-HR Timeline BXM Wealth LLC More: the full row for BXM Wealth LLC 4,060 $345K 0.48% 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 4,048 $344K 0.02% +50 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 4,046 $344K <0.01% -670 13F-HR Timeline Monterey Private Wealth, Inc. More: the full row for Monterey Private Wealth, Inc. 4,043 $344K 0.11% -6 13F-HR Timeline LBMC INVESTMENT ADVISORS, LLC More: the full row for LBMC INVESTMENT ADVISORS, LLC 4,042 $344K 0.03% -500 13F-HR Timeline Cutter & CO Brokerage, Inc. More: the full row for Cutter & CO Brokerage, Inc. 4,034 $343K 0.08% 0 13F-HR Timeline Rakuten Securities, Inc. More: the full row for Rakuten Securities, Inc. 4,033 $343K 0.13% -601 13F-HR Timeline CIDEL ASSET MANAGEMENT INC More: the full row for CIDEL ASSET MANAGEMENT INC 4,003 $340K 0.02% 0 13F-HR Timeline RF&L WEALTH MANAGEMENT, LLC More: the full row for RF&L WEALTH MANAGEMENT, LLC 4,000 $340K 0.24% -3,275 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 3,973 $338K 0.01% -1,574 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Chaney Capital Management, Inc. More: the full row for Chaney Capital Management, Inc. 3,970 $337K 0.16% 0 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 3,952 $336K 0.04% -101 13F-HR Timeline United Super Pty Ltd in its capacity as… More: the full row for United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund 3,900 $331K 0.01% new 13F-HR Timeline Ascentis Independent Advisors in group Ascentis Wealth Management, L… More: the full row for Ascentis Independent Advisors 3,864 $328K 0.06% +255 13F-HR Timeline Group CREDIT INDUSTRIEL ET COMMERCIAL More: the full row for CREDIT INDUSTRIEL ET COMMERCIAL 3,861 $328K 0.09% 13F-HR/A Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 3,841 $326K 0.01% +3,067 13F-HR Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 3,771 $320K 0.01% +474 13F-HR Timeline Group NorthCoast Asset Management LLC More: the full row for NorthCoast Asset Management LLC 3,758 $320K <0.01% -4,057 13F-HR/A Timeline Howard Capital Management, LLC More: the full row for Howard Capital Management, LLC 3,746 $318K <0.01% +189 13F-HR Timeline Carson Advisory Inc. More: the full row for Carson Advisory Inc. 3,740 $318K 0.22% -487 13F-HR Timeline Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 3,733 $317K 0.05% +90 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 3,712 $315K 0.03% -162 13F-HR Timeline Covenant Asset Management, LLC More: the full row for Covenant Asset Management, LLC 3,704 $315K 0.07% -311 13F-HR Timeline Fearless Solutions, LLC dba Best Invest More: the full row for Fearless Solutions, LLC dba Best Invest 3,694 $314K 0.24% 13F-HR Timeline Empower Advisory Group, LLC More: the full row for Empower Advisory Group, LLC 3,691 $314K <0.01% -243 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 3,686 $313K 0.02% -496 13F-HR Timeline Impact Asset Management GmbH More: the full row for Impact Asset Management GmbH 3,684 $313K 0.12% 0 13F-HR Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 3,783 $312K 0.02% +185 13F-HR Timeline Total Wealth Planning & Management, Inc. More: the full row for Total Wealth Planning & Management, Inc. 3,672 $312K 0.31% 13F-HR Timeline Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 3,653 $310K 0.02% +38 13F-HR Timeline White Pine Investment CO More: the full row for White Pine Investment CO 3,560 $303K 0.08% 0 13F-HR Timeline CHICAGO TRUST Co NA More: the full row for CHICAGO TRUST Co NA 3,550 $302K 0.05% new 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 3,549 $302K <0.01% new 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 3,548 $302K 0.01% -2,931 13F-HR/A Timeline Chesley Taft & Associates LLC More: the full row for Chesley Taft & Associates LLC 3,540 $301K 0.01% new 13F-HR Timeline Sargent Investment Group, LLC More: the full row for Sargent Investment Group, LLC 3,649 $299K 0.05% new 13F-HR Timeline Global Trust Asset Management, LLC More: the full row for Global Trust Asset Management, LLC 3,515 $299K 0.11% +52 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 3,515 $299K 0.01% 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 3,396 $297K <0.01% +555 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 3,451 $293K <0.01% -348 13F-HR Timeline Westwood Wealth Management More: the full row for Westwood Wealth Management 3,450 $293K 0.11% +240 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 3,393 $288K <0.01% +2,022 13F-HR Timeline Group Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 3,387 $288K 0.01% +348 13F-HR Timeline MINDSET WEALTH MANAGEMENT, LLC More: the full row for MINDSET WEALTH MANAGEMENT, LLC 3,295 $280K 0.1% new 13F-HR Timeline Harbour Capital Advisors, LLC More: the full row for Harbour Capital Advisors, LLC 3,030 $279K 0.06% new 13F-HR Timeline SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 3,235 $275K 0.03% -85 13F-HR Timeline Sicart Associates LLC More: the full row for Sicart Associates LLC 3,230 $275K 0.1% 0 13F-HR Timeline AssuredPartners Investment Advisors, LLC More: the full row for AssuredPartners Investment Advisors, LLC 3,208 $273K 0.05% 13F-HR Timeline Sompo Asset Management Co., Ltd. More: the full row for Sompo Asset Management Co., Ltd. 3,200 $272K 0.05% -5,740 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 3,197 $272K 0.02% +149 13F-HR Timeline Berger Financial Group, Inc More: the full row for Berger Financial Group, Inc 3,195 $272K 0.02% -468 13F-HR Timeline Aigen Investment Management, LP More: the full row for Aigen Investment Management, LP 3,194 $271K 0.05% new 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 3,188 $271K <0.01% new 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 3,181 $270K <0.01% -29 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 3,177 $270K new Timeline RMR Wealth Builders More: the full row for RMR Wealth Builders 3,140 $267K 0.03% -456 13F-HR/A Timeline PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 3,132 $266K <0.01% +390 13F-HR Timeline SILVERCREST ASSET MANAGEMENT GROUP LLC More: the full row for SILVERCREST ASSET MANAGEMENT GROUP LLC 3,126 $266K <0.01% 0 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 3,096 $263K 0.03% -190 13F-HR Timeline FIFTH THIRD BANK, NATIONAL ASSOCIATION group of 2 filers holding More: the full row for FIFTH THIRD BANK, NATIONAL ASSOCIATION 3,086 $262K +2,755 Timeline SilverOak Wealth Management LLC More: the full row for SilverOak Wealth Management LLC 3,074 $261K 0.06% new 13F-HR Timeline Powell Investment Advisors, LLC More: the full row for Powell Investment Advisors, LLC 3,063 $260K 0.12% 0 13F-HR Timeline Mill Creek Capital Advisors, LLC More: the full row for Mill Creek Capital Advisors, LLC 3,055 $260K 0.01% new 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 3,053 $259K 0.01% new 13F-HR Timeline VANCE WEALTH, LLC More: the full row for VANCE WEALTH, LLC 3,029 $257K 0.1% new 13F-HR Timeline 180 WEALTH ADVISORS, LLC More: the full row for 180 WEALTH ADVISORS, LLC 3,026 $257K 0.04% new 13F-HR Timeline ICONIQ Capital, LLC in group ICONIQ Capital, LLC More: the full row for ICONIQ Capital, LLC 3,024 $257K <0.01% new 13F-HR Timeline Group Whitaker-Myers Wealth Managers, LTD. More: the full row for Whitaker-Myers Wealth Managers, LTD. 3,014 $256K 0.07% new 13F-HR Timeline FIRST FOUNDATION ADVISORS in group FIRST FOUNDATION ADVISORS More: the full row for FIRST FOUNDATION ADVISORS 3,010 $256K 0.01% -332 13F-HR Timeline Group Pacific Point Advisors, LLC More: the full row for Pacific Point Advisors, LLC 3,000 $255K 0.15% 13F-HR Timeline Bright Futures Wealth Management, LLC. More: the full row for Bright Futures Wealth Management, LLC. 2,828 $255K 0.23% -1,298 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 2,923 $254K 0.01% -104 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 2,983 $254K 0.03% +1,609 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 2,967 $252K 0.02% new 13F-HR Timeline Octavia Wealth Advisors, LLC More: the full row for Octavia Wealth Advisors, LLC 2,936 $250K 0.03% -192 13F-HR Timeline FAIRFIELD, BUSH & CO. More: the full row for FAIRFIELD, BUSH & CO. 2,935 $249K 0.15% -55 13F-HR Timeline GAMCO INVESTORS, INC. ET AL in group GAMCO Investors (Gabelli) More: the full row for GAMCO INVESTORS, INC. ET AL 2,928 $249K <0.01% new 13F-HR Timeline Group CW Advisors, LLC More: the full row for CW Advisors, LLC 2,927 $249K <0.01% new 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 2,916 $248K 0.02% -289 13F-HR Timeline CHIRON CAPITAL MANAGEMENT, LLC More: the full row for CHIRON CAPITAL MANAGEMENT, LLC 2,916 $248K 0.23% new 13F-HR Timeline CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 2,826 $247K 0.01% -253 13F-HR Timeline FJ Capital Management LLC More: the full row for FJ Capital Management LLC 2,906 $247K 0.03% new 13F-HR Timeline Jaffetilchin Investment Partners, LLC More: the full row for Jaffetilchin Investment Partners, LLC 2,884 $245K 0.02% 0 13F-HR Timeline Financial Partners Group, LLC More: the full row for Financial Partners Group, LLC 2,880 $245K 0.1% -869 13F-HR Timeline Meridian Wealth Advisors, LLC More: the full row for Meridian Wealth Advisors, LLC 2,864 $243K 0.04% -675 13F-HR Timeline Independent Wealth Network Inc. More: the full row for Independent Wealth Network Inc. 2,862 $243K 0.1% new 13F-HR Timeline Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 2,836 $241K 0.02% new 13F-HR Timeline Fairman Group, LLC More: the full row for Fairman Group, LLC 2,750 $234K 0.19% -3 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 2,739 $233K 0.21% 13F-HR Timeline Quadrature Capital Ltd in group Quadrature Capital Ltd More: the full row for Quadrature Capital Ltd 2,733 $232K <0.01% -189,335 13F-HR Timeline Group Goldstone Financial Group, LLC More: the full row for Goldstone Financial Group, LLC 2,705 $230K 0.04% -542 13F-HR Timeline EPIQ Capital Group, LLC More: the full row for EPIQ Capital Group, LLC 2,701 $230K 0.06% new 13F-HR Timeline HBW ADVISORY SERVICES LLC More: the full row for HBW ADVISORY SERVICES LLC 2,697 $229K 0.02% new 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 2,676 $227K 0.03% -336 13F-HR Timeline Lindbrook Capital, LLC More: the full row for Lindbrook Capital, LLC 2,669 $227K 0.02% +77 13F-HR Timeline Noble Wealth Management PBC More: the full row for Noble Wealth Management PBC 2,637 $224K 0.16% 13F-HR Timeline Avestar Capital, LLC More: the full row for Avestar Capital, LLC 2,631 $224K 0.02% new 13F-HR Timeline National Philanthropic Trust More: the full row for National Philanthropic Trust 2,629 $223K <0.01% -8,132 13F-HR Timeline Caerus Investment Advisors, LLC More: the full row for Caerus Investment Advisors, LLC 2,610 $222K 0.21% new 13F-HR Timeline VISTA INVESTMENT PARTNERS II, LLC More: the full row for VISTA INVESTMENT PARTNERS II, LLC 2,608 $222K 0.13% 13F-HR Timeline Johnson & White Wealth Management, LLC More: the full row for Johnson & White Wealth Management, LLC 2,549 $221K 0.13% new 13F-HR Timeline Claro Advisors Inc. More: the full row for Claro Advisors Inc. 2,593 $220K 0.03% new 13F-HR Timeline