Advisors Preferred, LLC in group Advisors Preferred, LLC More: the full row for Advisors Preferred, LLC 4,400 $1.73M 0.28% 0 13F-HR Timeline Group Cohen Klingenstein LLC More: the full row for Cohen Klingenstein LLC 4,452 $1.72M 0.06% 0 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 4,447 $1.72M 0.1% -773 13F-HR Timeline Evanson Asset Management, LLC More: the full row for Evanson Asset Management, LLC 4,430 $1.71M 0.11% -2 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 4,423 $1.71M 0.12% +188 13F-HR Timeline Procyon Advisors, LLC More: the full row for Procyon Advisors, LLC 4,411 $1.71M 0.16% -2,288 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 4,405 $1.7M 0.03% -1,235 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 4,398 $1.7M 0.04% +639 13F-HR Timeline ARGUS INVESTORS' COUNSEL, INC. More: the full row for ARGUS INVESTORS' COUNSEL, INC. 4,397 $1.7M 1.21% +47 13F-HR Timeline STF Management LP More: the full row for STF Management LP 4,382 $1.7M 0.67% +238 13F-HR Timeline MOODY NATIONAL BANK TRUST DIVISION in group MOODY NATIONAL BANK TRUST DIV… More: the full row for MOODY NATIONAL BANK TRUST DIVISION 4,377 $1.69M 0.15% -136 13F-HR Timeline Group CABOT WEALTH MANAGEMENT INC More: the full row for CABOT WEALTH MANAGEMENT INC 4,350 $1.68M 0.2% -15 13F-HR Timeline Cove Private Wealth, LLC More: the full row for Cove Private Wealth, LLC 4,349 $1.68M 0.59% +970 13F-HR Timeline Violich Capital Management, Inc. More: the full row for Violich Capital Management, Inc. 4,338 $1.68M 0.24% -974 13F-HR Timeline Grantham, Mayo, Van Otterloo & Co. LLC More: the full row for Grantham, Mayo, Van Otterloo & Co. LLC 4,337 $1.68M 0.01% +818 13F-HR Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 4,334 $1.68M 0.23% -248 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 4,332 $1.68M 0.17% -255 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 4,318 $1.67M 0.05% -49 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 4,304 $1.67M 0.03% +263 13F-HR Timeline Group Edgestream Partners, L.P. More: the full row for Edgestream Partners, L.P. 4,291 $1.66M 0.05% +1,093 13F-HR Timeline Parsonex Advisory Services, Inc. More: the full row for Parsonex Advisory Services, Inc. 4,287 $1.66M 1.38% 13F-HR Timeline NORTH DALLAS BANK & TRUST CO More: the full row for NORTH DALLAS BANK & TRUST CO 4,274 $1.65M 1.25% 13F-HR Timeline Graypoint LLC More: the full row for Graypoint LLC 4,272 $1.65M 0.09% +335 13F-HR Timeline BECK CAPITAL MANAGEMENT, LLC More: the full row for BECK CAPITAL MANAGEMENT, LLC 4,264 $1.65M 0.41% new 13F-HR Timeline HOWE & RUSLING INC More: the full row for HOWE & RUSLING INC 4,242 $1.64M 0.12% +7 13F-HR Timeline S-Bank Fund Management Ltd More: the full row for S-Bank Fund Management Ltd 4,237 $1.64M 0.24% -307 13F-HR Timeline Sculati Wealth Management, LLC More: the full row for Sculati Wealth Management, LLC 4,231 $1.64M 0.61% -16 13F-HR Timeline MONETARY MANAGEMENT GROUP INC More: the full row for MONETARY MANAGEMENT GROUP INC 4,220 $1.63M 0.4% 0 13F-HR Timeline Legacy Trust More: the full row for Legacy Trust 4,220 $1.63M 0.4% -64 13F-HR Timeline WT Wealth Management More: the full row for WT Wealth Management 4,219 $1.63M 0.48% new 13F-HR Timeline Blue Chip Partners, LLC More: the full row for Blue Chip Partners, LLC 4,201 $1.63M 0.13% +623 13F-HR Timeline Blue Barn Wealth, LLC More: the full row for Blue Barn Wealth, LLC 4,193 $1.62M 0.76% +202 13F-HR Timeline Altshuler Shaham Ltd More: the full row for Altshuler Shaham Ltd 4,191 $1.62M 0.05% +4,173 13F-HR Timeline TigerOak Management, L.L.C. More: the full row for TigerOak Management, L.L.C. 4,181 $1.62M 0.55% -101 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 4,175 $1.61M 0.28% -213 13F-HR Timeline Group Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 4,174 $1.61M 0.12% +1,339 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 4,171 $1.61M 0.14% -142 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 4,163 $1.61M 0.01% +284 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 4,159 $1.61M 0.03% -2,438 13F-HR Timeline Liberty Capital Management, Inc. More: the full row for Liberty Capital Management, Inc. 4,143 $1.6M 0.32% -425 13F-HR Timeline Schear Investment Advisers, LLC More: the full row for Schear Investment Advisers, LLC 4,139 $1.6M 0.79% -116 13F-HR Timeline OneAscent Financial Services LLC group of 4 filers holding More: the full row for OneAscent Financial Services LLC 4,128 $1.6M +2,523 Timeline Investment Research & Advisory Group, I… More: the full row for Investment Research & Advisory Group, Inc. 4,134 $1.6M 0.6% -1,431 13F-HR Timeline WealthPLAN Partners, LLC More: the full row for WealthPLAN Partners, LLC 4,132 $1.6M 0.26% -964 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 4,130 $1.6M 0.07% +1,386 13F-HR Timeline Group Blueshift Asset Management, LLC More: the full row for Blueshift Asset Management, LLC 4,119 $1.59M 0.49% +3,589 13F-HR Timeline SOMERVILLE KURT F More: the full row for SOMERVILLE KURT F 4,092 $1.58M 0.27% -75 13F-HR Timeline Annandale Capital, LLC More: the full row for Annandale Capital, LLC 4,076 $1.58M 0.29% -1,200 13F-HR Timeline CITIZENS & NORTHERN CORP in group CITIZENS & NORTHERN CORP More: the full row for CITIZENS & NORTHERN CORP 4,066 $1.57M 0.42% +139 13F-HR Timeline Group Compound Planning, Inc. More: the full row for Compound Planning, Inc. 4,046 $1.57M 0.06% -728 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 4,041 $1.56M 0.25% -16 13F-HR Timeline Triangle Securities Wealth Management More: the full row for Triangle Securities Wealth Management 4,033 $1.56M 0.38% -148 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. IFP Advisors, Inc More: the full row for IFP Advisors, Inc 4,014 $1.55M 0.04% -1,834 13F-HR Timeline Legacy Wealth Asset Management, LLC More: the full row for Legacy Wealth Asset Management, LLC 4,000 $1.55M 0.39% +92 13F-HR Timeline Mission Creek Capital Partners, Inc. More: the full row for Mission Creek Capital Partners, Inc. 3,985 $1.54M 0.34% -107 13F-HR Timeline RETIREMENT GUYS FORMULA LLC More: the full row for RETIREMENT GUYS FORMULA LLC 3,985 $1.54M 0.59% +328 13F-HR Timeline Segment Wealth Management, LLC More: the full row for Segment Wealth Management, LLC 3,946 $1.53M 0.1% +594 13F-HR Timeline Altrafin AG More: the full row for Altrafin AG 3,930 $1.52M 0.51% +80 13F-HR Timeline Arista Wealth Management, LLC More: the full row for Arista Wealth Management, LLC 3,924 $1.52M 0.21% new 13F-HR Timeline INTEGRAL INVESTMENT ADVISORS, INC. More: the full row for INTEGRAL INVESTMENT ADVISORS, INC. 3,922 $1.52M 0.43% +615 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 3,919 $1.52M 0.02% +484 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 3,914 $1.51M 0.05% -489 13F-HR Timeline Columbia Bank More: the full row for Columbia Bank 3,959 $1.51M 0.46% +504 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 3,896 $1.51M 0.11% +116 13F-HR Timeline Compass Wealth Management LLC More: the full row for Compass Wealth Management LLC 3,892 $1.51M 0.36% -1,729 13F-HR Timeline S&CO INC More: the full row for S&CO INC 3,887 $1.5M 0.1% 0 13F-HR Timeline AFT, FORSYTH & COMPANY, INC. More: the full row for AFT, FORSYTH & COMPANY, INC. 3,883 $1.5M 0.77% -342 13F-HR Timeline Ceeto Capital Group, LLC More: the full row for Ceeto Capital Group, LLC 3,880 $1.5M 0.52% +25 13F-HR Timeline Trail Ridge Investment Advisors, LLC More: the full row for Trail Ridge Investment Advisors, LLC 4,191 $1.5M 0.72% -10 13F-HR Timeline AlphaStar Capital Management, LLC More: the full row for AlphaStar Capital Management, LLC 3,870 $1.5M 0.11% -644 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 3,834 $1.48M 0.04% -215 13F-HR Timeline CORNERCAP INVESTMENT COUNSEL INC More: the full row for CORNERCAP INVESTMENT COUNSEL INC 3,822 $1.48M 0.77% -87 13F-HR Timeline 17 CAPITAL PARTNERS, LLC More: the full row for 17 CAPITAL PARTNERS, LLC 3,822 $1.48M 0.85% -340 13F-HR Timeline Kerrisdale Advisers, LLC More: the full row for Kerrisdale Advisers, LLC 3,802 $1.47M 0.77% +595 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 3,791 $1.47M 0.12% -273 13F-HR Timeline Freedom Investment Management, Inc. More: the full row for Freedom Investment Management, Inc. 3,788 $1.47M 0.12% -108 13F-HR Timeline INTACT INVESTMENT MANAGEMENT INC. in group INTACT INVESTMENT MANAGEMENT … More: the full row for INTACT INVESTMENT MANAGEMENT INC. 3,785 $1.46M 0.05% 0 13F-HR Timeline Group INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 3,778 $1.46M 0.13% +781 13F-HR Timeline United Bank More: the full row for United Bank 3,773 $1.46M 0.56% +428 13F-HR Timeline CARRET ASSET MANAGEMENT, LLC More: the full row for CARRET ASSET MANAGEMENT, LLC 3,771 $1.46M 0.16% -209 13F-HR Timeline Promus Capital, LLC More: the full row for Promus Capital, LLC 3,769 $1.46M 0.95% +535 13F-HR/A Timeline MIRABELLA FINANCIAL SERVICES LLP More: the full row for MIRABELLA FINANCIAL SERVICES LLP 3,758 $1.46M 0.15% -6,135 13F-HR Timeline LaFleur & Godfrey LLC More: the full row for LaFleur & Godfrey LLC 3,761 $1.46M 0.18% +1,065 13F-HR Timeline Auxano Advisors, LLC More: the full row for Auxano Advisors, LLC 3,733 $1.44M 0.34% -443 13F-HR Timeline Ridgewood Investments LLC More: the full row for Ridgewood Investments LLC 3,720 $1.44M 0.62% +251 13F-HR Timeline HF Advisory Group, LLC More: the full row for HF Advisory Group, LLC 3,711 $1.44M 0.57% +81 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 3,708 $1.43M 0.1% +1,551 13F-HR Timeline Berbice Capital Management LLC More: the full row for Berbice Capital Management LLC 3,700 $1.43M 1% -440 13F-HR Timeline COUNTRY CLUB BANK More: the full row for COUNTRY CLUB BANK 3,707 $1.43M 0.09% +369 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 4,129 $1.43M 0.13% -90 13F-HR Timeline CONNABLE OFFICE INC More: the full row for CONNABLE OFFICE INC 3,682 $1.42M 0.14% +6 13F-HR Timeline Nebula Research & Development LLC More: the full row for Nebula Research & Development LLC 3,681 $1.42M 0.12% -6,432 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 3,674 $1.42M 0.03% -1,982 13F-HR/A Timeline CSS LLC/IL More: the full row for CSS LLC/IL 3,670 $1.42M 0.09% +350 13F-HR Timeline OLIVER LAGORE VANVALIN INVESTMENT GROUP More: the full row for OLIVER LAGORE VANVALIN INVESTMENT GROUP 3,702 $1.42M 0.56% 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 3,663 $1.42M 0.16% -39 13F-HR Timeline Bryn Mawr Trust Advisors, LLC More: the full row for Bryn Mawr Trust Advisors, LLC 3,656 $1.41M 0.08% +365 13F-HR Timeline Hardy Reed LLC More: the full row for Hardy Reed LLC 3,639 $1.41M 0.11% -2,241 13F-HR Timeline TEALWOOD ASSET MANAGEMENT INC More: the full row for TEALWOOD ASSET MANAGEMENT INC 3,631 $1.41M 0.63% -72 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 3,620 $1.4M 0.02% -173 13F-HR Timeline Savoie Capital LLC More: the full row for Savoie Capital LLC 3,615 $1.4M 0.17% -7,300 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 3,614 $1.4M 0.06% +29 13F-HR Timeline Norway Savings Bank More: the full row for Norway Savings Bank 3,608 $1.4M 0.72% +678 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 3,604 $1.39M 0.06% +2,296 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 3,599 $1.39M 0.08% -391 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 3,586 $1.39M 0.06% -354 13F-HR Timeline TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 3,585 $1.39M 0.15% +11 13F-HR Timeline FORT WASHINGTON INVESTMENT ADVISORS INC… More: the full row for FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 3,584 $1.39M 0.01% -22 13F-HR Timeline MBM WEALTH CONSULTANTS, LLC More: the full row for MBM WEALTH CONSULTANTS, LLC 3,578 $1.38M 0.37% +791 13F-HR Timeline Night Squared LP More: the full row for Night Squared LP 3,561 $1.38M 0.61% -7,025 13F-HR Timeline Lindsell Train Ltd More: the full row for Lindsell Train Ltd 3,560 $1.38M 0.03% 0 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 3,541 $1.37M 0.1% -257 13F-HR Timeline BRISTOL JOHN W & CO INC /NY/ More: the full row for BRISTOL JOHN W & CO INC /NY/ 3,540 $1.37M 0.02% -748 13F-HR Timeline Palumbo Wealth Management LLC More: the full row for Palumbo Wealth Management LLC 3,535 $1.37M 0.42% -279 13F-HR Timeline APPLETON PARTNERS INC/MA More: the full row for APPLETON PARTNERS INC/MA 3,524 $1.36M 0.1% -109 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 3,514 $1.36M 0.06% -544 13F-HR Timeline Avantax Planning Partners, Inc. More: the full row for Avantax Planning Partners, Inc. 3,512 $1.36M 0.04% +549 13F-HR Timeline CHEMUNG CANAL TRUST CO More: the full row for CHEMUNG CANAL TRUST CO 3,502 $1.35M 0.28% +134 13F-HR Timeline Harbour Capital Advisors, LLC More: the full row for Harbour Capital Advisors, LLC 3,577 $1.35M 0.29% -205 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 3,490 $1.35M 0.1% +258 13F-HR Timeline Apexium Financial, LP More: the full row for Apexium Financial, LP 3,474 $1.34M 0.07% -50 13F-HR Timeline Leo Wealth, LLC More: the full row for Leo Wealth, LLC 3,473 $1.34M 0.1% +2,455 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 3,468 $1.34M 0.33% -291 13F-HR Timeline Maia Wealth LLC More: the full row for Maia Wealth LLC 3,463 $1.34M 0.26% -392 13F-HR Timeline Fulcrum Asset Management LLP More: the full row for Fulcrum Asset Management LLP 3,460 $1.34M 0.38% new 13F-HR/A Timeline Ellevest, Inc. More: the full row for Ellevest, Inc. 3,460 $1.34M 0.21% -182 13F-HR Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 3,459 $1.34M 0.1% -835 13F-HR Timeline First Business Financial Services, Inc. More: the full row for First Business Financial Services, Inc. 3,451 $1.34M 0.12% +439 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 3,440 $1.33M 0.06% -344 13F-HR Timeline Group IVC Wealth Advisors LLC More: the full row for IVC Wealth Advisors LLC 3,434 $1.33M 0.65% -151 13F-HR Timeline LECAP ASSET MANAGEMENT LTD More: the full row for LECAP ASSET MANAGEMENT LTD 3,433 $1.33M 0.47% -1,799 13F-HR Timeline HCR Wealth Advisors More: the full row for HCR Wealth Advisors 3,429 $1.33M 0.16% +87 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 3,421 $1.32M 0.02% -363 13F-HR Timeline Clarius Group, LLC More: the full row for Clarius Group, LLC 3,406 $1.32M 0.08% -526 13F-HR Timeline Sierra Legacy Group More: the full row for Sierra Legacy Group 3,400 $1.32M 1.02% +1,570 13F-HR Timeline FAIRFIELD, BUSH & CO. More: the full row for FAIRFIELD, BUSH & CO. 3,393 $1.31M 0.74% +425 13F-HR Timeline Ramirez Asset Management, Inc. More: the full row for Ramirez Asset Management, Inc. 3,391 $1.31M 0.2% -50 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 3,387 $1.31M 0.03% -87 13F-HR Timeline ASHFORD CAPITAL MANAGEMENT INC More: the full row for ASHFORD CAPITAL MANAGEMENT INC 3,381 $1.31M 0.15% -475 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 3,375 $1.31M 0.04% +1,032 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 3,357 $1.3M 0.16% -248 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 3,352 $1.3M 0.05% -1,145 13F-HR Timeline SP Asset Management LLC More: the full row for SP Asset Management LLC 3,345 $1.29M 0.11% 0 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 3,341 $1.29M 0.03% -995 13F-HR Timeline SOUTH PLAINS FINANCIAL, INC. More: the full row for SOUTH PLAINS FINANCIAL, INC. 3,339 $1.29M 0.91% -45 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 3,300 $1.28M 0.05% +300 13F-HR Timeline STANCE CAPITAL LLC More: the full row for STANCE CAPITAL LLC 3,289 $1.27M 0.48% new 13F-HR Timeline Aspire Private Capital, LLC More: the full row for Aspire Private Capital, LLC 3,286 $1.27M 0.3% +1,243 13F-HR Timeline Point Windward Advisors Inc. More: the full row for Point Windward Advisors Inc. 3,282 $1.27M 0.57% -42 13F-HR Timeline Fire Capital Management LLC More: the full row for Fire Capital Management LLC 3,277 $1.27M 0.81% +42 13F-HR Timeline 1ST SOURCE BANK More: the full row for 1ST SOURCE BANK 3,270 $1.27M 0.07% +355 13F-HR Timeline Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 3,270 $1.27M 0.12% +822 13F-HR Timeline Wallace Advisory Group, LLC More: the full row for Wallace Advisory Group, LLC 3,295 $1.26M 0.92% +5 13F-HR Timeline EPG Wealth Management LLC More: the full row for EPG Wealth Management LLC 3,255 $1.26M 0.38% +192 13F-HR Timeline SummitTX Capital, L.P. More: the full row for SummitTX Capital, L.P. 3,255 $1.26M 0.06% -807 13F-HR Timeline Mezzasalma Advisors, LLC More: the full row for Mezzasalma Advisors, LLC 3,254 $1.26M 0.38% -1,152 13F-HR Timeline AAFMAA Wealth Management & Trust LLC More: the full row for AAFMAA Wealth Management & Trust LLC 3,249 $1.26M 0.52% -834 13F-HR Timeline Douglas Lane & Associates, LLC More: the full row for Douglas Lane & Associates, LLC 3,246 $1.26M 0.02% -64 13F-HR Timeline GraniteShares Advisors LLC More: the full row for GraniteShares Advisors LLC 3,239 $1.25M 0.77% -84 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 3,223 $1.25M 0.08% +440 13F-HR Timeline OFI INVEST ASSET MANAGEMENT More: the full row for OFI INVEST ASSET MANAGEMENT 3,768 $1.24M 0.03% -8,052 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 3,210 $1.24M 0.03% -230 13F-HR Timeline CONNING INC. in group CONNING INC. More: the full row for CONNING INC. 3,202 $1.24M 0.04% -106 13F-HR Timeline Group HighVista Strategies LLC More: the full row for HighVista Strategies LLC 3,200 $1.24M 0.45% new 13F-HR Timeline Barton Investment Management More: the full row for Barton Investment Management 3,200 $1.24M 0.13% 0 13F-HR Timeline Templeton & Phillips Capital Management… More: the full row for Templeton & Phillips Capital Management, LLC 3,200 $1.24M 0.89% new 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 3,205 $1.24M 0.06% +638 13F-HR Timeline Comprehensive Financial Consultants Ins… More: the full row for Comprehensive Financial Consultants Institutional, Inc. 3,187 $1.23M 0.4% +477 13F-HR Timeline Associated Banc-Corp in group Associated Banc-Corp More: the full row for Associated Banc-Corp 3,186 $1.23M 0.03% -256 13F-HR Timeline Group FIRST CITIZENS BANK & TRUST CO More: the full row for FIRST CITIZENS BANK & TRUST CO 3,150 $1.22M 0.02% -118 13F-HR Timeline Mainsail Financial Group, LLC More: the full row for Mainsail Financial Group, LLC 3,344 $1.22M 0.57% +268 13F-HR Timeline Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 3,138 $1.21M 0.14% +214 13F-HR Timeline DGS Capital Management, LLC in group DGS Capital Management, LLC More: the full row for DGS Capital Management, LLC 3,136 $1.21M 0.25% +439 13F-HR Timeline Group TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 3,135 $1.21M 0.09% -1,384 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 2,723 $1.21M 0.11% -25 13F-HR Timeline Ascentis Wealth Management, LLC group of 2 filers holding More: the full row for Ascentis Wealth Management, LLC 3,097 $1.21M +601 Timeline Elevated Capital Advisors, LLC More: the full row for Elevated Capital Advisors, LLC 3,147 $1.21M 0.34% 0 13F-HR Timeline IFC Advisors LLC More: the full row for IFC Advisors LLC 3,116 $1.21M 0.23% -45 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 3,108 $1.2M 0.12% -203 13F-HR Timeline WISCONSIN CAPITAL MANAGEMENT LLC More: the full row for WISCONSIN CAPITAL MANAGEMENT LLC 3,106 $1.2M 0.66% -3 13F-HR Timeline STUDIO INVESTMENT MANAGEMENT LLC More: the full row for STUDIO INVESTMENT MANAGEMENT LLC 3,106 $1.2M 0.24% +1,398 13F-HR Timeline New Century Financial Group, LLC More: the full row for New Century Financial Group, LLC 3,106 $1.2M 1.41% new 13F-HR Timeline HOWLAND CAPITAL MANAGEMENT LLC More: the full row for HOWLAND CAPITAL MANAGEMENT LLC 3,102 $1.2M 0.05% -180 13F-HR Timeline Empower Advisory Group, LLC More: the full row for Empower Advisory Group, LLC 3,088 $1.19M <0.01% -19,550 13F-HR Timeline BLB&B Advisors, LLC More: the full row for BLB&B Advisors, LLC 3,082 $1.19M 0.06% -165 13F-HR Timeline Byrne Asset Management LLC More: the full row for Byrne Asset Management LLC 3,061 $1.18M 0.78% new 13F-HR Timeline Scientech Research LLC More: the full row for Scientech Research LLC 3,057 $1.18M 0.29% +320 13F-HR Timeline Cohen Capital Management, Inc. More: the full row for Cohen Capital Management, Inc. 3,037 $1.17M 0.19% 0 13F-HR Timeline Alpha Omega Wealth Management LLC More: the full row for Alpha Omega Wealth Management LLC 3,036 $1.17M 0.21% 0 13F-HR Timeline American State Bank (Iowa) More: the full row for American State Bank (Iowa) 3,031 $1.17M 0.65% +113 13F-HR Timeline FORTRESS PRIVATE LEDGER, LLC More: the full row for FORTRESS PRIVATE LEDGER, LLC 3,019 $1.17M 0.53% -90 13F-HR Timeline American Trust More: the full row for American Trust 3,019 $1.17M 0.11% +219 13F-HR Timeline Avestar Capital, LLC More: the full row for Avestar Capital, LLC 3,005 $1.16M 0.08% -336 13F-HR Timeline American Assets Investment Management, … in group American Assets Investment Ma… More: the full row for American Assets Investment Management, LLC 3,000 $1.16M 0.09% 0 13F-HR Timeline Group DUNCKER STREETT & CO INC More: the full row for DUNCKER STREETT & CO INC 2,988 $1.16M 0.21% -475 13F-HR Timeline Great Lakes Retirement, Inc. 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