ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 5,000 $176K 0.01% 0 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 5,000 $176K <0.01% -2,350 13F-HR Timeline Group BEACON INVESTMENT ADVISORY SERVICES, IN… More: the full row for BEACON INVESTMENT ADVISORY SERVICES, INC. 4,860 $171K 0.01% 0 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 4,306 $152K <0.01% 0 13F-HR Timeline Group State of Wyoming More: the full row for State of Wyoming 3,502 $123K 0.01% -3,327 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 3,481 $123K 0.05% +175 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 2,909 $102K <0.01% new 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 2,871 $101K 0.01% -19 13F-HR Timeline Twin Lakes Capital Management, LLC More: the full row for Twin Lakes Capital Management, LLC 2,754 $97K 0.04% +59 13F-HR Timeline VAUGHAN NELSON INVESTMENT MANAGEMENT, L… More: the full row for VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. 2,600 $91.6K <0.01% 0 13F-HR Timeline GABLES CAPITAL MANAGEMENT INC. More: the full row for GABLES CAPITAL MANAGEMENT INC. 2,600 $91.6K 0.03% new 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 2,549 $89.8K <0.01% +478 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 2,540 $89.5K <0.01% +51 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 2,241 $78.9K <0.01% +213 13F-HR Timeline Hilton Head Capital Partners, LLC More: the full row for Hilton Head Capital Partners, LLC 2,200 $77.5K 0.04% 0 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 2,129 $75K <0.01% -371 13F-HR Timeline Group CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 2,000 $70.4K <0.01% +500 13F-HR Timeline Costello Asset Management, INC More: the full row for Costello Asset Management, INC 1,900 $66.9K 0.02% 0 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 1,700 $59.9K 0.02% 0 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 1,505 $53K 0.01% +605 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 1,500 $52.8K <0.01% 0 13F-HR Timeline BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 1,461 $51.5K <0.01% +539 13F-HR Timeline Group Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 1,401 $49.3K 0.02% +198 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 1,350 $47.5K <0.01% 0 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 1,300 $45.8K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 1,274 $44.9K <0.01% -674 13F-HR Timeline Group Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 1,270 $44.7K <0.01% -401 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 1,261 $44.4K <0.01% +1,126 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 1,256 $44.2K <0.01% +26 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 1,197 $42.2K <0.01% +1,000 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 1,067 $37.6K <0.01% +301 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 1,022 $36K 0.01% +22 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 1,000 $35.2K <0.01% 0 13F-HR Timeline Mountain Hill Investment Partners Corp. More: the full row for Mountain Hill Investment Partners Corp. 1,000 $35.2K 0.02% new 13F-HR Timeline OSTERWEIS CAPITAL MANAGEMENT INC in group OSTERWEIS CAPITAL MANAGEMENT … More: the full row for OSTERWEIS CAPITAL MANAGEMENT INC 998 $35.1K <0.01% -1,126 13F-HR Timeline Group Axiom Investment Management LLC More: the full row for Axiom Investment Management LLC 985 $34.7K 0.02% +250 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 800 $28.2K <0.01% 0 13F-HR Timeline Group Ascentis Independent Advisors in group Ascentis Wealth Management, L… More: the full row for Ascentis Independent Advisors 798 $28.1K 0.08% 0 13F-HR/A Timeline Group Russell Investments Group, Ltd. in group Russell Investments Group, Lt… More: the full row for Russell Investments Group, Ltd. 789 $27.8K <0.01% new 13F-HR Timeline Group GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 783 $27.6K 0.01% 0 13F-HR Timeline Gunpowder Capital Management, LLC dba O… More: the full row for Gunpowder Capital Management, LLC dba Oliver Wealth Management 774 $27.3K 0.02% +16 13F-HR Timeline Kozak & Associates, Inc. More: the full row for Kozak & Associates, Inc. 721 $25.9K <0.01% +15 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 694 $24.4K <0.01% new 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 636 $22K <0.01% +14 13F-HR Timeline THOMPSON INVESTMENT MANAGEMENT, INC. More: the full row for THOMPSON INVESTMENT MANAGEMENT, INC. 600 $21.1K <0.01% 0 13F-HR Timeline MOTCO More: the full row for MOTCO 600 $21.1K <0.01% new 13F-HR Timeline CoreFirst Bank & Trust More: the full row for CoreFirst Bank & Trust 600 $21.1K 0.01% 0 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 566 $19.9K <0.01% 0 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 566 $19.9K <0.01% +12 13F-HR Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 552 $19.4K <0.01% +5 13F-HR Timeline Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 543 $19.1K <0.01% +258 13F-HR Timeline Group TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 500 $17.6K <0.01% 0 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 500 $17.6K <0.01% 0 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 444 $15.6K <0.01% 0 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 428 $15.1K <0.01% new 13F-HR Timeline ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 400 $14.1K <0.01% 0 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 379 $14K <0.01% +79 13F-HR Timeline Community Financial Services Group, LLC More: the full row for Community Financial Services Group, LLC 305 $11K <0.01% 0 13F-HR Timeline DELTA ASSET MANAGEMENT LLC/TN More: the full row for DELTA ASSET MANAGEMENT LLC/TN 310 $10.9K <0.01% 0 13F-HR Timeline BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 300 $10.6K <0.01% 0 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 300 $10.6K <0.01% new 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 300 $10.6K <0.01% 0 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 295 $10.4K <0.01% 0 13F-HR Timeline Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 240 $8.45K <0.01% 0 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 226 $7.95K <0.01% 0 13F-HR Timeline Horizon Investments, LLC More: the full row for Horizon Investments, LLC 219 $7.54K <0.01% -219 13F-HR Timeline Hurley Capital, LLC More: the full row for Hurley Capital, LLC 202 $7.13K <0.01% +4 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 200 $7.04K <0.01% 0 13F-HR Timeline Group SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 200 $7.04K <0.01% -100 13F-HR Timeline PFS Partners, LLC More: the full row for PFS Partners, LLC 190 $6.69K <0.01% 0 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 178 $6.27K <0.01% +96 13F-HR Timeline Group Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 165 $5.81K <0.01% new 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 150 $5.28K <0.01% 0 13F-HR Timeline BARCLAYS PLC in group BARCLAYS PLC More: the full row for BARCLAYS PLC 144 $5.07K <0.01% -1,156 13F-HR Timeline Group NATIONAL BANK OF CANADA /FI/ in group NATIONAL BANK OF CANADA /FI/ More: the full row for NATIONAL BANK OF CANADA /FI/ 110 $3.87K <0.01% -20 13F-HR Timeline Group IFP Advisors, Inc More: the full row for IFP Advisors, Inc 100 $3.52K <0.01% 0 13F-HR Timeline Chung Wu Investment Group, LLC More: the full row for Chung Wu Investment Group, LLC 100 $3.52K <0.01% 0 13F-HR Timeline Luminist Capital LLC More: the full row for Luminist Capital LLC 58 $2.04K <0.01% new 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 20 $704 <0.01% new 13F-HR Timeline DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 16 $564 <0.01% 0 13F-HR Timeline SWAN Capital LLC More: the full row for SWAN Capital LLC 15 $528 <0.01% 0 13F-HR Timeline Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 10 $353 <0.01% new 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 10 $352 <0.01% new 13F-HR Timeline CONTRAVISORY INVESTMENT MANAGEMENT, INC. More: the full row for CONTRAVISORY INVESTMENT MANAGEMENT, INC. 2 $70 <0.01% new 13F-HR Timeline Orion Capital Management LLC More: the full row for Orion Capital Management LLC 2 $70 <0.01% 0 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 1 $35 <0.01% 0 13F-HR Timeline Group