Curated Wealth Partners LLC More: the full row for Curated Wealth Partners LLC 3,557 $271K 0.03% new 13F-HR/A Timeline LAUREL OAK WEALTH MANAGEMENT, LLC More: the full row for LAUREL OAK WEALTH MANAGEMENT, LLC 3,552 $270K 0.04% 0 13F-HR Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 3,645 $270K 0.02% +549 13F-HR Timeline PEAPACK GLADSTONE FINANCIAL CORP More: the full row for PEAPACK GLADSTONE FINANCIAL CORP 3,500 $266K <0.01% -550 13F-HR Timeline TWIN FOCUS CAPITAL PARTNERS, LLC More: the full row for TWIN FOCUS CAPITAL PARTNERS, LLC 3,460 $263K 0.03% +220 13F-HR Timeline FOGEL CAPITAL MANAGEMENT, INC. More: the full row for FOGEL CAPITAL MANAGEMENT, INC. 3,430 $261K 0.1% 0 13F-HR Timeline Riverwater Partners LLC More: the full row for Riverwater Partners LLC 3,422 $260K 0.08% -130 13F-HR Timeline Berman McAleer LLC More: the full row for Berman McAleer LLC 3,410 $260K 0.03% 0 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 3,364 $256K 0.01% new 13F-HR Timeline VANGUARD GROUP INC group of 2 filers holding More: the full row for VANGUARD GROUP INC 3,345 $255K +3,185 Timeline TIAA-CREF INDIVIDUAL & INSTITUTIONAL SE… in group TIAA More: the full row for TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC 3,289 $250K <0.01% 0 13F-HR Timeline Group PUREfi Wealth, LLC More: the full row for PUREfi Wealth, LLC 3,270 $249K 0.14% +25 13F-HR Timeline Freedom Investment Management, Inc. More: the full row for Freedom Investment Management, Inc. 3,254 $248K 0.07% new 13F-HR Timeline NORRIS PERNE & FRENCH LLP/MI More: the full row for NORRIS PERNE & FRENCH LLP/MI 3,243 $247K 0.01% 0 13F-HR Timeline Breakwater Capital Group More: the full row for Breakwater Capital Group 3,224 $245K 0.03% +8 13F-HR Timeline AMERICAN CAPITAL MANAGEMENT INC More: the full row for AMERICAN CAPITAL MANAGEMENT INC 3,220 $245K 0.01% +180 13F-HR Timeline SWP FINANCIAL LLC More: the full row for SWP FINANCIAL LLC 3,097 $236K 0.11% new 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 3,094 $235K <0.01% new 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 3,083 $235K <0.01% -2,541 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 3,070 $234K <0.01% new 13F-HR Timeline Birch Hill Investment Advisors LLC More: the full row for Birch Hill Investment Advisors LLC 3,030 $231K 0.01% 0 13F-HR Timeline TEACHERS RETIREMENT SYSTEM OF THE STATE… More: the full row for TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY 3,025 $230K <0.01% 0 13F-HR Timeline NORTHEAST PLANNING ASSOCIATES, INC. / N… More: the full row for NORTHEAST PLANNING ASSOCIATES, INC. / NH / 3,012 $229K 0.17% 0 13F-HR Timeline Allianz SE in group Allianz SE More: the full row for Allianz SE 2,963 $226K <0.01% 0 13F-HR Timeline Group Rothschild Wealth LLC More: the full row for Rothschild Wealth LLC 2,940 $224K 0.02% 0 13F-HR Timeline Canvas Wealth Advisors, LLC More: the full row for Canvas Wealth Advisors, LLC 2,913 $222K 0.03% new 13F-HR Timeline Jefferies Financial Group Inc. in group Jefferies Financial Group Inc. More: the full row for Jefferies Financial Group Inc. 2,905 $221K <0.01% new 13F-HR Timeline Group SYKON CAPITAL LLC More: the full row for SYKON CAPITAL LLC 2,860 $218K 0.07% new 13F-HR Timeline Fortis Advisors, LLC More: the full row for Fortis Advisors, LLC 2,829 $215K 0.1% new 13F-HR Timeline Sound Financial Strategies Group, LLC More: the full row for Sound Financial Strategies Group, LLC 2,822 $215K 0.14% new 13F-HR Timeline Hutchens & Kramer Investment Management… More: the full row for Hutchens & Kramer Investment Management Group, LLC 2,818 $214K 0.06% new 13F-HR Timeline Dempze Nancy E More: the full row for Dempze Nancy E 2,815 $214K 0.1% new 13F-HR Timeline INTERACTIVE FINANCIAL ADVISORS, INC. More: the full row for INTERACTIVE FINANCIAL ADVISORS, INC. 2,939 $213K 0.13% -413 13F-HR Timeline Insight Wealth Partners, LLC More: the full row for Insight Wealth Partners, LLC 2,784 $212K 0.03% new 13F-HR Timeline MONOGRAPH WEALTH ADVISORS, LLC More: the full row for MONOGRAPH WEALTH ADVISORS, LLC 2,767 $211K 0.02% new 13F-HR Timeline Bay Colony Advisory Group, Inc d/b/a Ba… More: the full row for Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 2,761 $210K 0.02% new 13F-HR Timeline PSI Advisors, LLC More: the full row for PSI Advisors, LLC 2,746 $209K 0.05% new 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 2,736 $208K <0.01% +41 13F-HR Timeline Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 2,736 $208K <0.01% new 13F-HR Timeline Morton Brown Family Wealth, LLC More: the full row for Morton Brown Family Wealth, LLC 2,698 $205K 0.05% 0 13F-HR Timeline Kerusso Capital Management LLC More: the full row for Kerusso Capital Management LLC 2,682 $204K 0.07% new 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 2,605 $198K 0.01% 0 13F-HR Timeline Napier Financial, LLC More: the full row for Napier Financial, LLC 2,483 $189K 0.04% 0 13F-HR Timeline Atlatl Advisers LLC More: the full row for Atlatl Advisers LLC 2,365 $180K 0.04% new 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 2,364 $180K 0.05% 0 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 2,278 $173K 0.03% +25 13F-HR Timeline NATIONAL BANK OF CANADA /FI/ in group NATIONAL BANK OF CANADA /FI/ More: the full row for NATIONAL BANK OF CANADA /FI/ 2,060 $157K <0.01% -2,546 13F-HR Timeline Group Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 1,876 $143K 0.02% 0 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 1,696 $129K 0.06% +40 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 1,609 $122K <0.01% +212 13F-HR Timeline Group ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 1,548 $118K 0.01% 0 13F-HR Timeline Group Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 1,442 $109K <0.01% 0 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 1,398 $105K 0.01% +102 13F-HR Timeline Highland Investment Advisors LLC More: the full row for Highland Investment Advisors LLC 1,373 $104K 0.05% 13F-HR Timeline Forum Finance Group S.A. More: the full row for Forum Finance Group S.A. 1,584 $97K 0.03% new 13F-HR Timeline Single Point Partners, LLC More: the full row for Single Point Partners, LLC 13,393 $96K 0.02% +2,568 13F-HR Timeline Horizon Investments, LLC More: the full row for Horizon Investments, LLC 1,256 $95.6K <0.01% -1,216 13F-HR Timeline Strengthening Families & Communities, L… More: the full row for Strengthening Families & Communities, LLC 1,216 $92.5K 0.02% +173 13F-HR Timeline Breakwater Investment Management More: the full row for Breakwater Investment Management 1,155 $87.9K 0.03% 0 13F-HR Timeline HOWE & RUSLING INC More: the full row for HOWE & RUSLING INC 1,150 $87.6K 0.01% +4 13F-HR Timeline LifeSteps Financial, Inc. More: the full row for LifeSteps Financial, Inc. 1,061 $80.8K 0.04% new 13F-HR Timeline Measured Wealth Private Client Group, L… More: the full row for Measured Wealth Private Client Group, LLC 1,025 $78K 0.02% -15,282 13F-HR Timeline Cordgrass Capital Advisors, LLC More: the full row for Cordgrass Capital Advisors, LLC 1,000 $76.1K 0.03% 0 13F-HR Timeline CX Institutional More: the full row for CX Institutional 960 $73K <0.01% +10 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 952 $72K <0.01% -207 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Grove Bank & Trust More: the full row for Grove Bank & Trust 935 $71.2K 0.01% +170 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 935 $71.2K 0.01% 0 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 905 $68.9K <0.01% -217 13F-HR Timeline Group MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 859 $65.4K <0.01% 0 13F-HR Timeline FIDUCIARY FINANCIAL ADVISORS More: the full row for FIDUCIARY FINANCIAL ADVISORS 764 $58.1K 0.01% new 13F-HR Timeline Acumen Wealth Advisors, LLC More: the full row for Acumen Wealth Advisors, LLC 724 $55.1K 0.01% -831 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 712 $54.2K 0.01% +262 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 697 $53K 0.01% 0 13F-HR Timeline Signature Resources Capital Management,… More: the full row for Signature Resources Capital Management, LLC 681 $51.8K 0.02% 0 13F-HR Timeline New Republic Capital, LLC More: the full row for New Republic Capital, LLC 673 $51.2K 0.01% +138 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 618 $47K 0.01% +68 13F-HR/A Timeline Comprehensive Financial Planning, Inc./… More: the full row for Comprehensive Financial Planning, Inc./PA 581 $44.2K 0.02% 0 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 568 $43.2K <0.01% +6 13F-HR Timeline WELLINGTON-ALTUS USA INC. More: the full row for WELLINGTON-ALTUS USA INC. 616 $42.2K 0.03% 0 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 536 $40.8K <0.01% 0 13F-HR Timeline Copia Wealth Management More: the full row for Copia Wealth Management 530 $40.3K 0.02% 0 13F-HR Timeline Rossmore Private Capital More: the full row for Rossmore Private Capital 500 $38.1K <0.01% 0 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 500 $38.1K 0.02% 0 13F-HR Timeline LFA - Lugano Financial Advisors SA More: the full row for LFA - Lugano Financial Advisors SA 499 $38K 0.02% 0 13F-HR Timeline Harborfront Financial Group LLC More: the full row for Harborfront Financial Group LLC 491 $37.4K 0.14% 13F-HR Timeline XP Advisory US, Inc. More: the full row for XP Advisory US, Inc. 480 $36.5K 0.02% 13F-HR Timeline Mascoma Wealth Management LLC More: the full row for Mascoma Wealth Management LLC 465 $35.4K 0.01% 0 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 466 $35K <0.01% +2 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 447 $34K <0.01% +127 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 430 $32.7K <0.01% 0 13F-HR Timeline 10Elms LLP More: the full row for 10Elms LLP 400 $30.4K 0.01% -533 13F-HR Timeline Quantum Portfolio Management LLC More: the full row for Quantum Portfolio Management LLC 395 $30.1K 0.01% new 13F-HR Timeline Index Technologies Group LLC More: the full row for Index Technologies Group LLC 395 $30.1K 0.02% new 13F-HR Timeline MOTCO More: the full row for MOTCO 310 $23.6K <0.01% 0 13F-HR Timeline FAS Wealth Partners, Inc. More: the full row for FAS Wealth Partners, Inc. 298 $22.7K <0.01% -8 13F-HR Timeline Silver Grove Financial Group, Inc. More: the full row for Silver Grove Financial Group, Inc. 292 $22.2K 0.01% new 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 264 $20.1K <0.01% 0 13F-HR Timeline Cedar Mountain Advisors, LLC More: the full row for Cedar Mountain Advisors, LLC 261 $19.9K <0.01% -158 13F-HR Timeline Key Capital Management, INC More: the full row for Key Capital Management, INC 259 $19.7K 0.01% new 13F-HR Timeline Godfrey Financial Associates, Inc. More: the full row for Godfrey Financial Associates, Inc. 258 $19.6K 0.02% 0 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 244 $19K 0.01% -5 13F-HR Timeline Centennial Bank/AR/ in group Centennial Bank/AR/ More: the full row for Centennial Bank/AR/ 209 $15.9K 0.01% 0 13F-HR Timeline Group Noble Wealth Management PBC More: the full row for Noble Wealth Management PBC 200 $15.2K 0.01% -186 13F-HR Timeline MCGUIRE CAPITAL ADVISORS INC More: the full row for MCGUIRE CAPITAL ADVISORS INC 197 $15K 0.01% 0 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 194 $14.8K <0.01% 0 13F-HR Timeline Cranbrook Wealth Management, LLC More: the full row for Cranbrook Wealth Management, LLC 175 $13.3K <0.01% -7 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 157 $11.9K <0.01% 0 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 156 $11.9K <0.01% 0 13F-HR Timeline Group Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 150 $11.4K <0.01% new 13F-HR Timeline ARCADIA INVESTMENT ADVISORS LLC More: the full row for ARCADIA INVESTMENT ADVISORS LLC 145 $11K <0.01% 0 13F-HR Timeline BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 144 $11K <0.01% 0 13F-HR Timeline Westfuller Advisors, LLC More: the full row for Westfuller Advisors, LLC 142 $10.8K <0.01% new 13F-HR Timeline Front Row Advisors LLC More: the full row for Front Row Advisors LLC 129 $9.95K <0.01% 0 13F-HR Timeline EPG Wealth Management LLC More: the full row for EPG Wealth Management LLC 117 $8.9K <0.01% 0 13F-HR Timeline Turtle Creek Wealth Advisors, LLC More: the full row for Turtle Creek Wealth Advisors, LLC 116 $8.83K <0.01% 0 13F-HR Timeline Pioneer Family Office, LLC More: the full row for Pioneer Family Office, LLC 110 $8.37K <0.01% 0 13F-HR Timeline CKW FINANCIAL GROUP More: the full row for CKW FINANCIAL GROUP 106 $8K <0.01% +16 13F-HR Timeline JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 94 $7.16K <0.01% 0 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 94 $7.15K <0.01% -1 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 85 $6.46K <0.01% +28 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 77 $5.86K <0.01% 0 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 74 $5.63K <0.01% new 13F-HR Timeline Group Cornerstone Financial Management LLC More: the full row for Cornerstone Financial Management LLC 70 $5.33K <0.01% -87 13F-HR/A Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 61 $5K <0.01% 0 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 59 $4.49K <0.01% 0 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 40 $3.08K <0.01% 0 13F-HR Timeline BFSG, LLC More: the full row for BFSG, LLC 32 $2.44K <0.01% 0 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 29 $2.21K <0.01% new 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 27 $2.07K <0.01% 0 13F-HR Timeline Pflug Koory, LLC More: the full row for Pflug Koory, LLC 26 $1.95K <0.01% +1 13F-HR Timeline Fortis Group Advisors, LLC More: the full row for Fortis Group Advisors, LLC 20 $1.52K <0.01% 0 13F-HR Timeline Lloyd Advisory Services, LLC. More: the full row for Lloyd Advisory Services, LLC. 16 $1.23K <0.01% new 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 16 $1.22K <0.01% new 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 15 $1.14K <0.01% new 13F-HR Timeline Group Coppell Advisory Solutions LLC More: the full row for Coppell Advisory Solutions LLC 85,904 $1.03K <0.01% new 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 4 $304 <0.01% new 13F-HR Timeline