Coastline Trust Co More: the full row for Coastline Trust Co 5,645 $1.34M 0.15% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Compound Planning, Inc. More: the full row for Compound Planning, Inc. 5,593 $1.33M 0.05% -204 13F-HR Timeline Motiv8 Investments LLC More: the full row for Motiv8 Investments LLC 5,592 $1.33M 0.81% +591 13F-HR Timeline AIA Group Ltd in group AIA Group Ltd More: the full row for AIA Group Ltd 5,591 $1.33M 0.03% -1,867 13F-HR Timeline Group Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 5,574 $1.33M 0.09% +14 13F-HR Timeline KING LUTHER CAPITAL MANAGEMENT CORP More: the full row for KING LUTHER CAPITAL MANAGEMENT CORP 5,564 $1.32M 0.01% 0 13F-HR Timeline EPG Wealth Management LLC More: the full row for EPG Wealth Management LLC 5,535 $1.32M 0.4% +253 13F-HR Timeline Bayesian Capital Management, LP More: the full row for Bayesian Capital Management, LP 5,500 $1.31M 0.21% -3,200 13F-HR Timeline PFW Advisors LLC More: the full row for PFW Advisors LLC 5,500 $1.31M 0.4% -130 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 5,498 $1.31M 0.09% -754 13F-HR Timeline Lebenthal Global Advisors, LLC in group Lebenthal Global Advisors, LLC More: the full row for Lebenthal Global Advisors, LLC 5,495 $1.31M 0.24% +725 13F-HR Timeline Group Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 5,495 $1.31M 0.07% -512 13F-HR Timeline US Asset Management LLC More: the full row for US Asset Management LLC 5,491 $1.31M 1.13% 0 13F-HR Timeline Ridgewood Investments LLC More: the full row for Ridgewood Investments LLC 5,461 $1.3M 0.56% +900 13F-HR Timeline Confluence Wealth Services, Inc. More: the full row for Confluence Wealth Services, Inc. 5,458 $1.3M 0.07% +31 13F-HR Timeline Sharkey, Howes & Javer More: the full row for Sharkey, Howes & Javer 5,456 $1.3M 0.17% 0 13F-HR Timeline Optiver Holding B.V. in group Optiver Holding B.V. More: the full row for Optiver Holding B.V. 5,396 $1.28M 0.03% +4,387 13F-HR Timeline Group AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 5,381 $1.28M 0.05% new 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 5,368 $1.28M 0.02% +177 13F-HR Timeline Fiduciary Group, LLC More: the full row for Fiduciary Group, LLC 5,316 $1.27M 0.12% +248 13F-HR Timeline HERITAGE INVESTORS MANAGEMENT CORP More: the full row for HERITAGE INVESTORS MANAGEMENT CORP 5,311 $1.26M 0.04% -60 13F-HR Timeline Evercore Wealth Management, LLC More: the full row for Evercore Wealth Management, LLC 5,297 $1.26M 0.02% -475 13F-HR Timeline Cerro Pacific Wealth Advisors LLC More: the full row for Cerro Pacific Wealth Advisors LLC 5,297 $1.26M 0.35% -463 13F-HR Timeline Davis Investment Partners, LLC More: the full row for Davis Investment Partners, LLC 5,238 $1.26M 0.45% +13 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 5,202 $1.25M 0.01% -410 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 5,247 $1.25M 0.16% -467 13F-HR/A Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 5,232 $1.25M 0.02% +377 13F-HR Timeline Bell Bank More: the full row for Bell Bank 5,232 $1.25M 0.06% -34 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 5,221 $1.24M 0.03% 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 5,212 $1.24M 0.04% +429 13F-HR Timeline PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV More: the full row for PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV 5,209 $1.24M 0.4% +9 13F-HR Timeline SIERRA SUMMIT ADVISORS LLC More: the full row for SIERRA SUMMIT ADVISORS LLC 5,199 $1.24M 0.22% new 13F-HR Timeline Unique Wealth Strategies, LLC More: the full row for Unique Wealth Strategies, LLC 5,185 $1.23M 0.52% +223 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 5,174 $1.23M 0.05% +785 13F-HR Timeline Qtron Investments LLC More: the full row for Qtron Investments LLC 5,147 $1.23M 0.16% +1,189 13F-HR Timeline CX Institutional More: the full row for CX Institutional 5,133 $1.22M 0.04% +80 13F-HR/A Timeline Perbak Capital Partners LLP More: the full row for Perbak Capital Partners LLP 5,078 $1.21M 0.27% new 13F-HR Timeline Graypoint LLC More: the full row for Graypoint LLC 5,065 $1.21M 0.07% +494 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 5,052 $1.2M 0.03% +317 13F-HR/A Timeline Total Clarity Wealth Management, Inc. More: the full row for Total Clarity Wealth Management, Inc. 5,023 $1.2M 0.34% -2,610 13F-HR Timeline VIRGINIA WEALTH MANAGEMENT GROUP, INC. More: the full row for VIRGINIA WEALTH MANAGEMENT GROUP, INC. 5,000 $1.19M 0.72% 0 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 4,988 $1.19M 0.02% -1,598 13F-HR Timeline Coppell Advisory Solutions LLC More: the full row for Coppell Advisory Solutions LLC 5,010 $1.19M 0.14% -1,348 13F-HR/A Timeline Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 4,975 $1.18M 0.05% +1,281 13F-HR Timeline Atria Wealth Solutions, Inc. More: the full row for Atria Wealth Solutions, Inc. 4,957 $1.18M 0.03% -6,925 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 4,949 $1.18M 0.03% -105 13F-HR Timeline Meridian Wealth Advisors, LLC More: the full row for Meridian Wealth Advisors, LLC 4,947 $1.18M 0.19% -1,076 13F-HR Timeline Avestar Capital, LLC More: the full row for Avestar Capital, LLC 4,932 $1.17M 0.09% +1,409 13F-HR Timeline Heritage Family Offices, LLP More: the full row for Heritage Family Offices, LLP 5,808 $1.17M 0.59% 0 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 4,912 $1.17M 0.05% +95 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 4,904 $1.17M 0.2% -90 13F-HR Timeline Group Harbor Group, Inc. More: the full row for Harbor Group, Inc. 4,849 $1.15M 0.2% 0 13F-HR Timeline OmniStar Financial Group, Inc. More: the full row for OmniStar Financial Group, Inc. 4,806 $1.14M 0.86% +85 13F-HR Timeline Summit Global Investments in group Summit Global Investments More: the full row for Summit Global Investments 4,801 $1.14M 0.07% +67 13F-HR Timeline Group AustralianSuper Pty Ltd More: the full row for AustralianSuper Pty Ltd 4,788 $1.14M 0.01% +2,211 13F-HR Timeline HORIZON KINETICS ASSET MANAGEMENT LLC More: the full row for HORIZON KINETICS ASSET MANAGEMENT LLC 4,751 $1.13M 0.01% 0 13F-HR Timeline WESTPAC BANKING CORP in group WESTPAC BANKING CORP More: the full row for WESTPAC BANKING CORP 4,707 $1.12M 0.07% -6,088 13F-HR Timeline Group TOWER TRUST & INVESTMENT Co More: the full row for TOWER TRUST & INVESTMENT Co 4,674 $1.11M 0.79% -1,150 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 4,666 $1.11M 0.03% +166 13F-HR Timeline Baron Wealth Management LLC More: the full row for Baron Wealth Management LLC 4,650 $1.11M 0.39% -387 13F-HR Timeline First Pacific Financial More: the full row for First Pacific Financial 4,628 $1.1M 0.16% -521 13F-HR Timeline Faithward Advisors, LLC More: the full row for Faithward Advisors, LLC 4,621 $1.1M 0.17% +268 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 4,605 $1.1M 0.03% -3,915 13F-HR Timeline First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 4,600 $1.09M 0.03% -236 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 4,555 $1.08M 0.05% -120 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 4,547 $1.08M 0.04% -16,767 13F-HR Timeline Group Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 4,544 $1.08M 0.08% +72 13F-HR Timeline Bramshill Investments, LLC More: the full row for Bramshill Investments, LLC 4,500 $1.07M 0.11% -500 13F-HR Timeline SAXON INTERESTS, INC. More: the full row for SAXON INTERESTS, INC. 5,255 $1.06M 0.5% 0 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 4,433 $1.06M 0.03% -47 13F-HR Timeline CANTOR FITZGERALD INVESTMENT ADVISORS L… in group CANTOR FITZGERALD, L. P. More: the full row for CANTOR FITZGERALD INVESTMENT ADVISORS L.P. 4,431 $1.05M 0.07% 0 13F-HR Timeline Group Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 4,421 $1.05M 0.01% +237 13F-HR Timeline Knollwood Investment Advisory, LLC More: the full row for Knollwood Investment Advisory, LLC 4,419 $1.05M 0.1% 0 13F-HR Timeline Versor Investments LP More: the full row for Versor Investments LP 4,412 $1.05M 0.19% new 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 566 $1.04M 0.05% -25 13F-HR Timeline Fiduciary Alliance LLC More: the full row for Fiduciary Alliance LLC 4,380 $1.04M 0.08% +76 13F-HR Timeline Crew Capital Management, Ltd More: the full row for Crew Capital Management, Ltd 4,313 $1.03M 0.74% new 13F-HR Timeline CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 4,309 $1.03M 0.04% -229 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 4,302 $1.02M 0.44% -17 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 4,263 $1.01M 0.1% -719 13F-HR Timeline Group SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 4,392 $1.01M 0.04% +62 13F-HR Timeline Hutchinson Financial Advisors, INC More: the full row for Hutchinson Financial Advisors, INC 4,221 $1M 1.13% 13F-HR/A Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 4,212 $1M 0.01% +531 13F-HR Timeline LMCG INVESTMENTS, LLC More: the full row for LMCG INVESTMENTS, LLC 4,201 $1000K 0.06% -21 13F-HR Timeline Minot DeBlois Advisors LLC More: the full row for Minot DeBlois Advisors LLC 4,169 $992K 0.94% +186 13F-HR Timeline Farmers National Bank More: the full row for Farmers National Bank 4,142 $986K 0.26% +343 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 4,136 $985K 0.03% +852 13F-HR Timeline Weaver Capital Management LLC More: the full row for Weaver Capital Management LLC 4,133 $984K 0.24% +24 13F-HR Timeline DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 4,131 $983K 0.02% -281 13F-HR Timeline DILLON & ASSOCIATES INC More: the full row for DILLON & ASSOCIATES INC 4,123 $981K 0.13% -1,311 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 4,097 $975K 0.02% -303 13F-HR Timeline Group Wedmont Private Capital More: the full row for Wedmont Private Capital 3,964 $962K 0.04% -323 13F-HR Timeline TOUNJIAN ADVISORY PARTNERS, LLC More: the full row for TOUNJIAN ADVISORY PARTNERS, LLC 4,722 $952K 0.18% -56 13F-HR Timeline Gifford Fong Associates More: the full row for Gifford Fong Associates 4,000 $952K 0.22% 0 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 3,999 $952K 0.01% -219 13F-HR Timeline Simmons Bank in group Simmons Bank More: the full row for Simmons Bank 3,997 $951K 0.07% -105 13F-HR Timeline Group Meriwether Wealth & Planning, LLC More: the full row for Meriwether Wealth & Planning, LLC 3,992 $950K 0.6% -112 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 3,982 $948K 0.06% -1,138 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 3,937 $937K 0.12% -11 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 3,934 $936K 0.02% +460 13F-HR Timeline Midwest Trust Co More: the full row for Midwest Trust Co 3,912 $931K 0.01% 13F-HR Timeline FORBES J M & CO LLP More: the full row for FORBES J M & CO LLP 3,900 $928K 0.08% 0 13F-HR Timeline Asset Management Group, Inc. More: the full row for Asset Management Group, Inc. 3,867 $920K 0.16% +14 13F-HR Timeline Keystone Financial Services More: the full row for Keystone Financial Services 3,837 $913K 0.31% +46 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 3,832 $912K +1,082 Timeline Voleon Capital Management LP More: the full row for Voleon Capital Management LP 3,820 $909K 0.05% +1,350 13F-HR Timeline NAVELLIER & ASSOCIATES INC More: the full row for NAVELLIER & ASSOCIATES INC 3,810 $907K 0.11% 0 13F-HR Timeline Eagle Strategies LLC More: the full row for Eagle Strategies LLC 3,808 $906K 0.14% +384 13F-HR Timeline TITAN GLOBAL CAPITAL MANAGEMENT USA LLC More: the full row for TITAN GLOBAL CAPITAL MANAGEMENT USA LLC 3,799 $904K 0.14% -2,196 13F-HR Timeline Chicago Capital, LLC More: the full row for Chicago Capital, LLC 3,780 $900K 0.02% 0 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 3,757 $894K 0.04% +2,482 13F-HR Timeline Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 3,753 $893K 0.14% -465 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 3,735 $889K 0.04% -6,471 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 3,712 $884K 0.02% +419 13F-HR Timeline DIVIDEND ASSETS CAPITAL, LLC More: the full row for DIVIDEND ASSETS CAPITAL, LLC 3,711 $883K 0.16% +9 13F-HR Timeline Bridgefront Capital, LLC More: the full row for Bridgefront Capital, LLC 3,660 $871K 0.23% -2,766 13F-HR Timeline Oak Thistle LLC More: the full row for Oak Thistle LLC 3,645 $868K 0.13% +2,165 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 3,630 $864K 0.07% -18 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 3,622 $862K 0.06% +331 13F-HR Timeline Group PLATINUM INVESTMENT MANAGEMENT LTD More: the full row for PLATINUM INVESTMENT MANAGEMENT LTD 3,600 $857K 0.06% +1,678 13F-HR Timeline SevenBridge Financial Group, LLC More: the full row for SevenBridge Financial Group, LLC 3,680 $854K 0.15% -361 13F-HR Timeline New Hampshire Trust More: the full row for New Hampshire Trust 3,583 $853K 0.18% -116 13F-HR Timeline Perpetual Ltd in group Perpetual Ltd More: the full row for Perpetual Ltd 3,583 $853K 0.01% -36 13F-HR Timeline Group WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 3,579 $852K 0.1% -12 13F-HR Timeline Compass Ion Advisors, LLC More: the full row for Compass Ion Advisors, LLC 3,551 $845K 0.09% +60 13F-HR Timeline Trust Co of the South More: the full row for Trust Co of the South 3,523 $839K 0.15% +84 13F-HR Timeline LCNB CORP More: the full row for LCNB CORP 3,501 $833K 0.29% -15 13F-HR Timeline Family Legacy Financial Solutions, LLC More: the full row for Family Legacy Financial Solutions, LLC 3,422 $828K 0.7% 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 3,460 $824K 0.08% +103 13F-HR Timeline SHERBROOKE PARK ADVISERS LLC More: the full row for SHERBROOKE PARK ADVISERS LLC 3,459 $823K 0.36% new 13F-HR Timeline Hara Capital LLC More: the full row for Hara Capital LLC 3,456 $823K 0.51% 0 13F-HR Timeline Commonwealth Retirement Investments LLC More: the full row for Commonwealth Retirement Investments LLC 3,452 $822K 0.31% -1,042 13F-HR Timeline ACCOUNT MANAGEMENT LLC More: the full row for ACCOUNT MANAGEMENT LLC 3,429 $816K 0.9% 0 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 3,420 $814K 0.03% +1,808 13F-HR Timeline Stonehage Fleming Financial Services Ho… in group Stonehage Fleming Financial S… More: the full row for Stonehage Fleming Financial Services Holdings Ltd 3,408 $811K 0.02% new 13F-HR Timeline Group Matisse Capital More: the full row for Matisse Capital 3,406 $811K 0.38% -10 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 3,406 $811K 0.02% +358 13F-HR Timeline REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 3,405 $810K 0.01% -166 13F-HR Timeline Group INVESTMENT HOUSE LLC More: the full row for INVESTMENT HOUSE LLC 3,395 $808K 0.04% -105 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 3,394 $808K 0.08% -566 13F-HR Timeline Arista Wealth Management, LLC More: the full row for Arista Wealth Management, LLC 3,390 $807K 0.11% new 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 3,377 $804K 0.05% -167 13F-HR Timeline Livforsakringsbolaget Skandia, Omsesidi… More: the full row for Livforsakringsbolaget Skandia, Omsesidigt 3,370 $802K 0.03% 0 13F-HR/A Timeline CFS Investment Advisory Services, LLC More: the full row for CFS Investment Advisory Services, LLC 3,349 $797K 0.07% +384 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 3,329 $792K 0.04% -14 13F-HR Timeline TWIN CITY PRIVATE WEALTH, LLC More: the full row for TWIN CITY PRIVATE WEALTH, LLC 3,277 $780K 0.64% -516 13F-HR Timeline Petros Family Wealth, LLC More: the full row for Petros Family Wealth, LLC 3,255 $775K 0.71% -367 13F-HR Timeline KMG FIDUCIARY PARTNERS, LLC More: the full row for KMG FIDUCIARY PARTNERS, LLC 3,242 $772K 0.06% 0 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 3,229 $768K 0.01% -281 13F-HR Timeline Group Circle Wealth Management, LLC More: the full row for Circle Wealth Management, LLC 3,225 $768K 0.02% -236 13F-HR Timeline Net Worth Advisory Group More: the full row for Net Worth Advisory Group 3,224 $767K 0.17% +43 13F-HR Timeline Atlas Legacy Advisors, LLC More: the full row for Atlas Legacy Advisors, LLC 3,223 $767K 0.17% +493 13F-HR Timeline Evernest Financial Advisors, LLC More: the full row for Evernest Financial Advisors, LLC 3,208 $764K 0.25% +146 13F-HR Timeline PITCAIRN CO in group PITCAIRN CO More: the full row for PITCAIRN CO 3,205 $763K 0.05% -544 13F-HR/A Timeline Group FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 3,440 $759K 0.07% +216 13F-HR Timeline Aspire Growth Partners LLC More: the full row for Aspire Growth Partners LLC 3,179 $757K 0.62% +1 13F-HR Timeline Entropy Technologies, LP More: the full row for Entropy Technologies, LP 3,177 $756K 0.06% new 13F-HR Timeline Sargent Investment Group, LLC More: the full row for Sargent Investment Group, LLC 3,416 $754K 0.1% -305 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 3,156 $751K 0.09% -960 13F-HR Timeline Heritage Financial Services, LLC More: the full row for Heritage Financial Services, LLC 3,154 $751K 0.07% -163 13F-HR Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 3,150 $750K 0.1% +548 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 3,146 $749K 0.03% +718 13F-HR Timeline Group Larson Financial Group LLC More: the full row for Larson Financial Group LLC 3,112 $741K 0.03% +311 13F-HR Timeline LONGFELLOW INVESTMENT MANAGEMENT CO LLC More: the full row for LONGFELLOW INVESTMENT MANAGEMENT CO LLC 3,095 $737K 0.18% +8 13F-HR Timeline Compass Wealth Management LLC More: the full row for Compass Wealth Management LLC 3,085 $734K 0.17% 0 13F-HR Timeline Texas Yale Capital Corp. More: the full row for Texas Yale Capital Corp. 3,071 $731K 0.02% 0 13F-HR Timeline CIDEL ASSET MANAGEMENT INC More: the full row for CIDEL ASSET MANAGEMENT INC 3,060 $728K 0.04% -425 13F-HR Timeline IVC Wealth Advisors LLC More: the full row for IVC Wealth Advisors LLC 3,059 $728K 0.35% -19 13F-HR Timeline Curat Global, LLC More: the full row for Curat Global, LLC 3,054 $727K 0.69% +30 13F-HR/A Timeline Azimuth Capital Investment Management L… More: the full row for Azimuth Capital Investment Management LLC 3,047 $725K 0.03% -400 13F-HR Timeline Aster Capital Management (DIFC) Ltd More: the full row for Aster Capital Management (DIFC) Ltd 3,046 $725K 0.16% +649 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 3,044 $725K 0.07% -351 13F-HR Timeline ICONIQ Capital, LLC in group ICONIQ Capital, LLC More: the full row for ICONIQ Capital, LLC 3,042 $724K 0.01% -202 13F-HR Timeline Group Providence First Trust Co More: the full row for Providence First Trust Co 3,030 $721K 0.25% -295 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 3,015 $718K 0.01% +2,752 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Supplemental Annuity Collective Trust o… More: the full row for Supplemental Annuity Collective Trust of NJ 3,000 $714K 0.2% 0 13F-HR Timeline TBH Global Asset Management, LLC More: the full row for TBH Global Asset Management, LLC 3,000 $714K 0.15% -102 13F-HR Timeline Pinpoint Asset Management (Singapore) P… More: the full row for Pinpoint Asset Management (Singapore) Pte. Ltd. 3,000 $714K 0.12% 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 2,996 $713K 0.05% +218 13F-HR Timeline AEGON ASSET MANAGEMENT UK Plc More: the full row for AEGON ASSET MANAGEMENT UK Plc 2,991 $712K 0.01% 0 13F-HR/A Timeline The filing omitted confidential holdings, a later amendment may add them. Accredited Investors Inc. More: the full row for Accredited Investors Inc. 2,986 $711K 0.04% 0 13F-HR Timeline Zullo Investment Group, Inc. More: the full row for Zullo Investment Group, Inc. 2,980 $709K 0.29% -61 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 3,339 $709K 0.06% +211 13F-HR Timeline Alpha Family Trust in group Alpha Family Trust More: the full row for Alpha Family Trust 2,970 $707K 0.35% 0 13F-HR Timeline Group Drucker Wealth 3.0, LLC More: the full row for Drucker Wealth 3.0, LLC 2,892 $702K 0.14% -974 13F-HR Timeline Aviance Capital Partners, LLC More: the full row for Aviance Capital Partners, LLC 2,945 $701K 0.09% -129 13F-HR Timeline SPIREPOINT PRIVATE CLIENT, LLC More: the full row for SPIREPOINT PRIVATE CLIENT, LLC 2,899 $690K 0.08% -9 13F-HR Timeline Clark Asset Management, LLC More: the full row for Clark Asset Management, LLC 2,899 $690K 0.09% +735 13F-HR Timeline MOODY LYNN LIEBERSON & WALKER, LLC More: the full row for MOODY LYNN LIEBERSON & WALKER, LLC 2,879 $685K 0.04% +610 13F-HR Timeline Boltwood Capital Management More: the full row for Boltwood Capital Management 2,840 $676K 0.19% -230 13F-HR Timeline Phoenix Financial Ltd. in group Phoenix Financial Ltd. More: the full row for Phoenix Financial Ltd. 2,838 $675K 0.01% -1,953 13F-HR Timeline Group FARMERS TRUST CO More: the full row for FARMERS TRUST CO 2,813 $670K 0.13% -530 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 2,782 $662K 0.01% +99 13F-HR Timeline Group PATRIOT INVESTMENT MANAGEMENT GROUP, IN… More: the full row for PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 2,774 $660K 0.05% -51 13F-HR Timeline First Affirmative Financial Network More: the full row for First Affirmative Financial Network 2,754 $656K 0.34% -47 13F-HR Timeline BNP PARIBAS in group BNP PARIBAS More: the full row for BNP PARIBAS 2,753 $655K 0.02% -200 13F-HR Timeline Group REIK & CO., LLC More: the full row for REIK & CO., LLC 2,745 $653K 0.16% 0 13F-HR Timeline Portland Global Advisors LLC More: the full row for Portland Global Advisors LLC 2,738 $652K 0.08% +173 13F-HR Timeline Kapstone Financial Advisors LLC More: the full row for Kapstone Financial Advisors LLC 2,734 $651K 0.32% 0 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 2,707 $644K 0.02% new 13F-HR Timeline