Composition Wealth, LLC More: the full row for Composition Wealth, LLC 6,982 $2.7M 0.05% +5,194 13F-HR Timeline LGT Fund Management Co Ltd. More: the full row for LGT Fund Management Co Ltd. 6,913 $2.67M 0.23% -2,008 13F-HR Timeline WealthBridge Investment Counsel Inc. More: the full row for WealthBridge Investment Counsel Inc. 6,902 $2.67M 0.87% +2,060 13F-HR Timeline Synergy Asset Management, LLC in group Synergy Asset Management, LLC More: the full row for Synergy Asset Management, LLC 6,869 $2.66M 0.3% -30,965 13F-HR Timeline Group Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 6,846 $2.65M 0.18% +801 13F-HR Timeline DARK FOREST CAPITAL MANAGEMENT LP More: the full row for DARK FOREST CAPITAL MANAGEMENT LP 6,838 $2.65M 0.11% +6,163 13F-HR Timeline LANDSCAPE CAPITAL MANAGEMENT, L.L.C. in group LANDSCAPE CAPITAL MANAGEMENT,… More: the full row for LANDSCAPE CAPITAL MANAGEMENT, L.L.C. 6,828 $2.64M 0.21% -1,861 13F-HR Timeline Group Fischer Financial Services, Inc. More: the full row for Fischer Financial Services, Inc. 6,804 $2.63M 0.77% -456 13F-HR Timeline Wealth Advisory Solutions, LLC More: the full row for Wealth Advisory Solutions, LLC 6,791 $2.63M 0.67% -1,406 13F-HR Timeline Arrow Financial Corp in group Arrow Financial Corp More: the full row for Arrow Financial Corp 6,765 $2.62M 0.28% +509 13F-HR Timeline Group Fiduciary Group, LLC More: the full row for Fiduciary Group, LLC 6,759 $2.61M 0.25% +591 13F-HR Timeline Chronos Wealth Management, LLC More: the full row for Chronos Wealth Management, LLC 6,755 $2.61M 1.35% -45 13F-HR Timeline Quartz Partners, LLC More: the full row for Quartz Partners, LLC 6,749 $2.61M 1.19% +929 13F-HR Timeline GROUP ONE TRADING LLC More: the full row for GROUP ONE TRADING LLC 6,731 $2.6M 0.09% -31,386 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 6,701 $2.59M 0.21% +1,005 13F-HR Timeline SHARIAPORTFOLIO, INC. More: the full row for SHARIAPORTFOLIO, INC. 6,666 $2.58M 1.1% +139 13F-HR Timeline AZZAD ASSET MANAGEMENT INC /ADV More: the full row for AZZAD ASSET MANAGEMENT INC /ADV 6,654 $2.57M 0.28% +33 13F-HR Timeline Aurora Investment Counsel More: the full row for Aurora Investment Counsel 6,652 $2.57M 1.36% +127 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 6,648 $2.57M 0.06% +3,946 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 6,643 $2.57M 0.21% -151 13F-HR Timeline Financial Advisors Network, Inc. More: the full row for Financial Advisors Network, Inc. 6,639 $2.57M 0.39% +635 13F-HR Timeline Pictet North America Advisors SA More: the full row for Pictet North America Advisors SA 6,596 $2.55M 0.26% -841 13F-HR Timeline Allen Capital Group, LLC More: the full row for Allen Capital Group, LLC 6,596 $2.55M 0.27% +575 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 6,582 $2.55M 0.06% -114 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 6,577 $2.54M 0.04% +1,585 13F-HR Timeline Clare Market Investments LLC More: the full row for Clare Market Investments LLC 6,524 $2.52M 0.56% +4,619 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 6,463 $2.5M 0.06% 13F-HR Timeline Danica Pension, Livsforsikringsaktiesel… More: the full row for Danica Pension, Livsforsikringsaktieselskab 6,460 $2.5M 0.04% -50,676 13F-HR Timeline U S WEALTH GROUP, LLC. More: the full row for U S WEALTH GROUP, LLC. 6,451 $2.5M 1.95% +2,333 13F-HR Timeline Radnor Capital Management, LLC More: the full row for Radnor Capital Management, LLC 6,427 $2.49M 0.4% +1,700 13F-HR Timeline Semmax Financial Advisors Inc. More: the full row for Semmax Financial Advisors Inc. 7,270 $2.48M 0.64% +703 13F-HR Timeline MYDA Advisors LLC More: the full row for MYDA Advisors LLC 6,400 $2.48M 0.69% +1,000 13F-HR Timeline PITCAIRN CO in group PITCAIRN CO More: the full row for PITCAIRN CO 6,389 $2.47M 0.16% -1,460 13F-HR/A Timeline Group WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 6,379 $2.47M 0.03% -754 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 6,369 $2.46M 0.07% -2,924 13F-HR Timeline Vest Financial, LLC More: the full row for Vest Financial, LLC 6,359 $2.46M 0.03% +1,862 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 6,344 $2.45M 0.28% -41 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. CHILTON CAPITAL MANAGEMENT LLC More: the full row for CHILTON CAPITAL MANAGEMENT LLC 6,335 $2.45M 0.09% +246 13F-HR Timeline Purus Wealth Management, LLC More: the full row for Purus Wealth Management, LLC 6,325 $2.45M 0.85% -2,484 13F-HR/A Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 6,304 $2.44M 0.1% 0 13F-HR Timeline Consolidated Portfolio Review Corp More: the full row for Consolidated Portfolio Review Corp 6,301 $2.44M 0.34% +292 13F-HR Timeline Symphony Financial, Ltd. Co. More: the full row for Symphony Financial, Ltd. Co. 8,351 $2.43M 0.32% new 13F-HR/A Timeline Teamwork Financial Advisors, LLC More: the full row for Teamwork Financial Advisors, LLC 6,267 $2.42M 0.3% +711 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 6,261 $2.42M 0.02% +573 13F-HR Timeline Group LOM Asset Management Ltd More: the full row for LOM Asset Management Ltd 6,261 $2.42M 0.82% 13F-HR/A Timeline HBW ADVISORY SERVICES LLC More: the full row for HBW ADVISORY SERVICES LLC 6,250 $2.42M 0.3% +5,153 13F-HR Timeline JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 6,230 $2.41M 0.65% -70 13F-HR Timeline Oak Thistle LLC More: the full row for Oak Thistle LLC 6,215 $2.4M 0.35% new 13F-HR Timeline GPM Growth Investors, Inc. More: the full row for GPM Growth Investors, Inc. 6,207 $2.4M 0.95% -269 13F-HR Timeline Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 6,171 $2.39M 0.03% -30,768 13F-HR Timeline Strategic Global Advisors, LLC More: the full row for Strategic Global Advisors, LLC 6,165 $2.39M 0.39% +410 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. 6,163 $2.38M 0.05% -12,143 13F-HR Timeline Group NICOLET BANKSHARES INC group of 2 filers holding More: the full row for NICOLET BANKSHARES INC 6,351 $2.38M -419 Timeline Boomfish Wealth Group, LLC More: the full row for Boomfish Wealth Group, LLC 6,122 $2.37M 1.37% +912 13F-HR Timeline SIGNET FINANCIAL MANAGEMENT, LLC More: the full row for SIGNET FINANCIAL MANAGEMENT, LLC 6,118 $2.37M 0.3% -33 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 6,104 $2.36M 0.11% +1,140 13F-HR Timeline Lindenwold Advisors, INC More: the full row for Lindenwold Advisors, INC 6,101 $2.36M 1.23% +2,138 13F-HR Timeline Baldwin Investment Management, LLC More: the full row for Baldwin Investment Management, LLC 6,098 $2.36M 0.28% -307 13F-HR Timeline Stiles Financial Services Inc More: the full row for Stiles Financial Services Inc 6,098 $2.36M 0.81% +540 13F-HR Timeline Trilogy Capital Inc. More: the full row for Trilogy Capital Inc. 6,090 $2.36M 0.11% +980 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 6,087 $2.35M 0.04% -913 13F-HR/A Timeline Winch Advisory Services, LLC More: the full row for Winch Advisory Services, LLC 6,058 $2.34M 0.57% -162 13F-HR Timeline Atria Wealth Solutions, Inc. More: the full row for Atria Wealth Solutions, Inc. 6,068 $2.34M 0.05% -8,432 13F-HR Timeline Sage Capital Advisors,llc More: the full row for Sage Capital Advisors,llc 6,036 $2.34M 0.58% +132 13F-HR Timeline Shorepath Capital Management LLC More: the full row for Shorepath Capital Management LLC 6,031 $2.33M 1.92% -5,320 13F-HR Timeline Scott Marsh Financial, LLC More: the full row for Scott Marsh Financial, LLC 6,022 $2.33M 0.86% 13F-HR Timeline BRIDGEWAY CAPITAL MANAGEMENT, LLC More: the full row for BRIDGEWAY CAPITAL MANAGEMENT, LLC 6,015 $2.33M 0.06% -95 13F-HR Timeline Paloma Partners Management Co in group Paloma Partners Management Co More: the full row for Paloma Partners Management Co 6,010 $2.33M 0.53% -12,890 13F-HR Timeline Group Harbor Advisors LLC More: the full row for Harbor Advisors LLC 6,000 $2.32M 0.38% 0 13F-HR Timeline Kentucky Farm Bureau Mutual Insurance Co More: the full row for Kentucky Farm Bureau Mutual Insurance Co 6,000 $2.32M 0.5% 0 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 5,972 $2.31M 0.05% +1,329 13F-HR Timeline Peloton Wealth Strategists More: the full row for Peloton Wealth Strategists 5,955 $2.3M 0.92% +553 13F-HR Timeline Seascape Capital Management More: the full row for Seascape Capital Management 5,932 $2.29M 0.72% +71 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 5,892 $2.28M 0.05% -467 13F-HR Timeline Group Intellectus Partners, LLC More: the full row for Intellectus Partners, LLC 5,844 $2.26M 0.49% +1,149 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 5,830 $2.26M 0.42% +67 13F-HR Timeline Naviter Wealth, LLC More: the full row for Naviter Wealth, LLC 5,827 $2.25M 0.28% -35 13F-HR Timeline Barden Capital Management, Inc. More: the full row for Barden Capital Management, Inc. 5,820 $2.25M 1.97% -327 13F-HR Timeline MONEY CONCEPTS CAPITAL CORP More: the full row for MONEY CONCEPTS CAPITAL CORP 5,811 $2.25M 0.15% +491 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 5,808 $2.25M 0.08% +477 13F-HR Timeline Fragasso Financial Advisors Inc More: the full row for Fragasso Financial Advisors Inc 5,798 $2.24M 0.15% +1,408 13F-HR Timeline HEADINVEST, LLC More: the full row for HEADINVEST, LLC 5,793 $2.24M 0.48% -69 13F-HR Timeline INCEPTIONR LLC More: the full row for INCEPTIONR LLC 5,781 $2.24M 0.52% +4,655 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 5,766 $2.23M 0.02% +212 13F-HR Timeline GFG Capital, LLC More: the full row for GFG Capital, LLC 5,752 $2.23M 0.66% -410 13F-HR Timeline Fieldview Capital Management, LLC More: the full row for Fieldview Capital Management, LLC 5,719 $2.21M 0.33% -1,256 13F-HR Timeline Perpetual Ltd in group Perpetual Ltd More: the full row for Perpetual Ltd 5,713 $2.21M 0.03% -331 13F-HR Timeline Group Fairtree Asset Management (Pty) Ltd More: the full row for Fairtree Asset Management (Pty) Ltd 5,710 $2.21M 1.67% +922 13F-HR Timeline Headlands Technologies LLC More: the full row for Headlands Technologies LLC 5,703 $2.21M 0.26% -24,103 13F-HR Timeline Pensionfund Sabic in group Pensionfund PDN More: the full row for Pensionfund Sabic 5,700 $2.21M 0.62% 0 13F-HR Timeline Group AXS Investments LLC More: the full row for AXS Investments LLC 5,690 $2.2M 0.9% -2,954 13F-HR Timeline KMG FIDUCIARY PARTNERS, LLC More: the full row for KMG FIDUCIARY PARTNERS, LLC 5,677 $2.2M 0.16% +595 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 5,658 $2.19M 0.11% +2,650 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 5,645 $2.18M 0.14% +785 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 5,641 $2.18M 0.21% +628 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 5,635 $2.18M 0.02% -171 13F-HR/A Timeline Group Cooper Financial Group More: the full row for Cooper Financial Group 5,619 $2.17M 0.26% +1,965 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 5,605 $2.17M 0.14% -637 13F-HR Timeline Group Cypress Capital Group in group Cypress Capital Group More: the full row for Cypress Capital Group 5,600 $2.17M 0.27% -596 13F-HR Timeline Group Georgetown University More: the full row for Georgetown University 5,571 $2.16M 0.82% new 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 5,567 $2.15M 0.06% -1,015 13F-HR/A Timeline ABSHER WEALTH MANAGEMENT, LLC More: the full row for ABSHER WEALTH MANAGEMENT, LLC 5,555 $2.15M 0.27% +182 13F-HR Timeline Allen Mooney & Barnes Investment Adviso… More: the full row for Allen Mooney & Barnes Investment Advisors LLC 5,512 $2.13M 0.35% +4,570 13F-HR Timeline EQUITABLE TRUST CO More: the full row for EQUITABLE TRUST CO 5,506 $2.13M 0.11% +277 13F-HR Timeline ADELL HARRIMAN & CARPENTER INC More: the full row for ADELL HARRIMAN & CARPENTER INC 5,488 $2.12M 0.14% -447 13F-HR Timeline Legacy Private Trust Co. More: the full row for Legacy Private Trust Co. 5,488 $2.12M 0.14% -1,893 13F-HR Timeline IMA Advisory Services, Inc. More: the full row for IMA Advisory Services, Inc. 5,474 $2.12M 0.23% +901 13F-HR Timeline Kaufman Rossin Wealth, LLC More: the full row for Kaufman Rossin Wealth, LLC 5,471 $2.12M 1.34% -331 13F-HR Timeline Court Place Advisors, LLC More: the full row for Court Place Advisors, LLC 5,427 $2.1M 0.66% +345 13F-HR Timeline STONERIDGE INVESTMENT PARTNERS LLC More: the full row for STONERIDGE INVESTMENT PARTNERS LLC 5,416 $2.1M 1.58% 0 13F-HR Timeline Citizens National Bank Trust Department More: the full row for Citizens National Bank Trust Department 5,407 $2.09M 0.42% -156 13F-HR Timeline Maxi Investments CY Ltd More: the full row for Maxi Investments CY Ltd 5,400 $2.09M 0.35% new 13F-HR Timeline GLOBALT Investments LLC / GA More: the full row for GLOBALT Investments LLC / GA 5,375 $2.08M 0.08% -194 13F-HR Timeline Glass Wealth Management Co LLC More: the full row for Glass Wealth Management Co LLC 5,370 $2.08M 1.11% +20 13F-HR Timeline Shepherd Financial Partners LLC More: the full row for Shepherd Financial Partners LLC 5,369 $2.08M 0.22% -4 13F-HR Timeline RiverPark Advisors, LLC group of 2 filers holding More: the full row for RiverPark Advisors, LLC 5,363 $2.07M +248 Timeline CGN Advisors LLC More: the full row for CGN Advisors LLC 5,359 $2.07M 0.19% +609 13F-HR Timeline First Western Trust Bank More: the full row for First Western Trust Bank 5,327 $2.06M 0.09% -441 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 5,323 $2.06M 0.05% +72 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 5,323 $2.06M 0.27% +571 13F-HR/A Timeline Haverford Trust Co More: the full row for Haverford Trust Co 5,312 $2.06M 0.02% -86 13F-HR Timeline Audent Global Asset Management, LLC More: the full row for Audent Global Asset Management, LLC 5,306 $2.05M 1.46% -25 13F-HR Timeline Eisler Capital Management Ltd. More: the full row for Eisler Capital Management Ltd. 5,256 $2.04M 0.07% -48,630 13F-HR Timeline GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 5,248 $2.03M 0.17% new 13F-HR Timeline New Hampshire Trust More: the full row for New Hampshire Trust 5,243 $2.03M 0.42% +134 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 5,242 $2.03M 0.08% +1,751 13F-HR Timeline Lafayette Investments, Inc. More: the full row for Lafayette Investments, Inc. 5,230 $2.02M 0.41% +1,230 13F-HR Timeline Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 5,221 $2.02M 0.03% +6 13F-HR Timeline Group RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 5,215 $2.02M 0.03% -43 13F-HR Timeline UNIQUE WEALTH, LLC More: the full row for UNIQUE WEALTH, LLC 5,190 $2.01M 0.32% +219 13F-HR Timeline RD Finance Ltd More: the full row for RD Finance Ltd 5,180 $2M 2.62% new 13F-HR Timeline Legacy Wealth Management, LLC / MS More: the full row for Legacy Wealth Management, LLC / MS 5,175 $2M 0.61% new 13F-HR Timeline Elevate Capital Advisors, LLC More: the full row for Elevate Capital Advisors, LLC 5,174 $2M 1.6% new 13F-HR Timeline Malaga Cove Capital, LLC More: the full row for Malaga Cove Capital, LLC 5,171 $2M 0.79% -126 13F-HR Timeline Itau Unibanco Holding S.A. in group Itau Unibanco Holding S.A. More: the full row for Itau Unibanco Holding S.A. 5,156 $1.99M 0.08% -1,038 13F-HR Timeline Group CTC LLC More: the full row for CTC LLC 5,131 $1.99M 0.13% new 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 5,122 $1.98M 0.1% -6,102 13F-HR Timeline Qtron Investments LLC More: the full row for Qtron Investments LLC 5,105 $1.98M 0.25% +636 13F-HR Timeline Numerai GP LLC More: the full row for Numerai GP LLC 5,101 $1.97M 0.28% +1,038 13F-HR Timeline DDD Partners, LLC More: the full row for DDD Partners, LLC 5,092 $1.97M 0.21% new 13F-HR Timeline CAPITAL & PLANNING, LLC More: the full row for CAPITAL & PLANNING, LLC 5,075 $1.96M 1.33% -397 13F-HR Timeline Trust Asset Management LLC More: the full row for Trust Asset Management LLC 5,075 $1.96M 0.15% 0 13F-HR Timeline Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 5,067 $1.96M 0.13% -1,506 13F-HR Timeline HORAN Wealth, LLC More: the full row for HORAN Wealth, LLC 5,026 $1.94M 0.6% 13F-HR Timeline Sky Investment Group LLC More: the full row for Sky Investment Group LLC 5,019 $1.94M 0.34% -123 13F-HR Timeline Narwhal Capital Management More: the full row for Narwhal Capital Management 5,009 $1.94M 0.16% -2,091 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 5,009 $1.94M 0.77% 13F-HR Timeline Marshall Financial Group, LLC More: the full row for Marshall Financial Group, LLC 5,132 $1.93M 0.38% +566 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 5,193 $1.93M 0.06% +1,699 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 5,170 $1.93M 0.08% -269 13F-HR Timeline FIRST MANHATTAN CO. LLC. More: the full row for FIRST MANHATTAN CO. LLC. 4,973 $1.92M 0.01% -651 13F-HR Timeline INTRUST BANK NA More: the full row for INTRUST BANK NA 4,967 $1.92M 0.17% -329 13F-HR Timeline GSA CAPITAL PARTNERS LLP More: the full row for GSA CAPITAL PARTNERS LLP 4,960 $1.92M 0.13% +4,401 13F-HR Timeline Harold Davidson & Associates Inc. More: the full row for Harold Davidson & Associates Inc. 4,937 $1.91M 1.24% -2,433 13F-HR Timeline Richard Bernstein Advisors LLC More: the full row for Richard Bernstein Advisors LLC 4,934 $1.91M 0.05% 0 13F-HR Timeline RB Capital Management, LLC More: the full row for RB Capital Management, LLC 4,927 $1.91M 0.43% +102 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 4,919 $1.9M 0.02% +520 13F-HR Timeline Atala Financial Inc More: the full row for Atala Financial Inc 4,881 $1.89M 1.3% +2,920 13F-HR Timeline Barbara Oil Co. More: the full row for Barbara Oil Co. 4,875 $1.89M 0.74% 0 13F-HR Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 4,862 $1.88M 0.13% +833 13F-HR Timeline Moloney Securities Asset Management, LLC More: the full row for Moloney Securities Asset Management, LLC 4,858 $1.88M 0.23% +260 13F-HR Timeline Robbins Farley More: the full row for Robbins Farley 4,857 $1.88M 0.87% +1,001 13F-HR Timeline Dynasty Wealth Management, LLC More: the full row for Dynasty Wealth Management, LLC 4,845 $1.87M 0.03% -78 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 4,840 $1.87M 0.08% +2,229 13F-HR Timeline Cadence Bank More: the full row for Cadence Bank 4,836 $1.87M 0.12% +14 13F-HR Timeline Taikang Asset Management (Hong Kong) Co… More: the full row for Taikang Asset Management (Hong Kong) Co Ltd 4,789 $1.85M 0.24% 0 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 4,766 $1.84M 0.07% +634 13F-HR Timeline Bouvel Investment Partners, LLC More: the full row for Bouvel Investment Partners, LLC 4,750 $1.84M 0.62% -397 13F-HR Timeline Capital Planning Advisors, LLC More: the full row for Capital Planning Advisors, LLC 4,743 $1.83M 0.27% -2,742 13F-HR Timeline DILLON & ASSOCIATES INC More: the full row for DILLON & ASSOCIATES INC 4,734 $1.83M 0.25% +545 13F-HR Timeline WEALTHEDGE INVESTMENT ADVISORS, LLC More: the full row for WEALTHEDGE INVESTMENT ADVISORS, LLC 4,704 $1.82M 0.76% +1,851 13F-HR Timeline ST GERMAIN D J CO INC in group ST GERMAIN D J CO INC More: the full row for ST GERMAIN D J CO INC 4,667 $1.81M 0.08% +422 13F-HR Timeline Group Fosun International Ltd More: the full row for Fosun International Ltd 4,661 $1.8M 0.5% -1,214 13F-HR Timeline Dakota Wealth Management More: the full row for Dakota Wealth Management 4,659 $1.8M 0.04% -14,755 13F-HR Timeline CONQUIS FINANCIAL LLC More: the full row for CONQUIS FINANCIAL LLC 4,634 $1.79M 1.74% 0 13F-HR Timeline OLD SECOND NATIONAL BANK OF AURORA More: the full row for OLD SECOND NATIONAL BANK OF AURORA 4,632 $1.79M 0.39% +387 13F-HR Timeline JT Stratford LLC More: the full row for JT Stratford LLC 4,632 $1.79M 0.27% -448 13F-HR Timeline WRIGHT INVESTORS SERVICE INC More: the full row for WRIGHT INVESTORS SERVICE INC 4,626 $1.79M 0.54% -118 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. KNIGHTSBRIDGE ASSET MANAGEMENT, LLC More: the full row for KNIGHTSBRIDGE ASSET MANAGEMENT, LLC 4,624 $1.79M 0.39% -46 13F-HR Timeline FIGURE 8 INVESTMENT STRATEGIES LLC More: the full row for FIGURE 8 INVESTMENT STRATEGIES LLC 4,619 $1.79M 1.75% -103 13F-HR Timeline Arete Wealth Advisors, LLC More: the full row for Arete Wealth Advisors, LLC 4,603 $1.78M 0.13% +863 13F-HR Timeline BANK OF STOCKTON More: the full row for BANK OF STOCKTON 4,574 $1.77M 0.53% -318 13F-HR Timeline OARSMAN CAPITAL, INC. More: the full row for OARSMAN CAPITAL, INC. 4,573 $1.77M 0.28% -360 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 4,570 $1.77M 0.18% -8 13F-HR Timeline CANTOR FITZGERALD, L. P. in group CANTOR FITZGERALD, L. P. More: the full row for CANTOR FITZGERALD, L. P. 4,558 $1.76M 0.04% +3,280 13F-HR Timeline Group Congress Park Capital LLC More: the full row for Congress Park Capital LLC 4,556 $1.76M 0.58% +808 13F-HR Timeline DOHJ, LLC More: the full row for DOHJ, LLC 4,997 $1.76M 0.51% -2,399 13F-HR Timeline Net Worth Advisory Group More: the full row for Net Worth Advisory Group 4,538 $1.76M 0.39% +809 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 4,519 $1.75M 0.05% -139 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 4,497 $1.74M 0.03% -186 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 4,508 $1.74M 0.15% -927 13F-HR Timeline Peak Asset Management, LLC More: the full row for Peak Asset Management, LLC 4,488 $1.74M 0.32% +321 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 4,694 $1.73M 0.07% -834 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 4,482 $1.73M 0.1% +245 13F-HR Timeline Copperwynd Financial, LLC More: the full row for Copperwynd Financial, LLC 4,480 $1.73M 0.43% +751 13F-HR Timeline KRAEMATON INVESTMENT ADVISORS, INC More: the full row for KRAEMATON INVESTMENT ADVISORS, INC 4,477 $1.73M 1.63% -55 13F-HR Timeline Atlantic Edge Private Wealth Management… More: the full row for Atlantic Edge Private Wealth Management, LLC 4,476 $1.73M 0.48% -765 13F-HR Timeline Compton Wealth Advisory Group, LLC More: the full row for Compton Wealth Advisory Group, LLC 4,474 $1.73M 0.44% -209 13F-HR Timeline Connecticut Wealth Management, LLC More: the full row for Connecticut Wealth Management, LLC 4,465 $1.73M 0.08% -882 13F-HR Timeline CHICAGO TRUST Co NA More: the full row for CHICAGO TRUST Co NA 4,465 $1.73M 0.24% -439 13F-HR Timeline