Stonebrook Private Inc. More: the full row for Stonebrook Private Inc. 6,897 $1.87M 0.39% -11,910 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 6,888 $1.87M 0.01% +1,604 13F-HR Timeline Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 6,854 $1.86M 0.12% +220 13F-HR Timeline HF Advisory Group, LLC More: the full row for HF Advisory Group, LLC 6,853 $1.86M 0.65% +328 13F-HR/A Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 6,819 $1.85M 0.25% new 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 6,799 $1.84M 0.06% +2,842 13F-HR Timeline Group RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 6,739 $1.83M 0.02% +340 13F-HR Timeline MAGNOLIA CAPITAL ADVISORS LLC More: the full row for MAGNOLIA CAPITAL ADVISORS LLC 6,718 $1.82M 0.38% -122 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 6,696 $1.82M 0.04% +1,043 13F-HR Timeline Green Alpha Advisors, LLC More: the full row for Green Alpha Advisors, LLC 6,660 $1.81M 1.65% +22 13F-HR Timeline Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 6,630 $1.8M 0.12% +161 13F-HR/A Timeline CONNABLE OFFICE INC More: the full row for CONNABLE OFFICE INC 6,607 $1.79M 0.16% 0 13F-HR Timeline TITAN GLOBAL CAPITAL MANAGEMENT USA LLC More: the full row for TITAN GLOBAL CAPITAL MANAGEMENT USA LLC 6,603 $1.79M 0.26% +1,182 13F-HR Timeline THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 6,577 $1.78M 0.11% +244 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 6,492 $1.76M 0.06% +241 13F-HR Timeline BNP PARIBAS in group BNP PARIBAS More: the full row for BNP PARIBAS 6,425 $1.74M 0.05% +3,672 13F-HR Timeline Group CSU Producer Resources, Inc. More: the full row for CSU Producer Resources, Inc. 6,400 $1.74M 5.19% 0 13F-HR Timeline DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 6,373 $1.73M 0.14% +207 13F-HR Timeline Briaud Financial Planning Inc More: the full row for Briaud Financial Planning Inc 6,355 $1.72M 0.42% -163 13F-HR Timeline CRUX WEALTH ADVISORS More: the full row for CRUX WEALTH ADVISORS 6,341 $1.72M 0.64% -94 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 6,326 $1.72M 0.15% +131 13F-HR Timeline Wealth Intelligence, LLC More: the full row for Wealth Intelligence, LLC 6,291 $1.71M 0.85% 13F-HR Timeline US Asset Management LLC More: the full row for US Asset Management LLC 6,287 $1.71M 1.39% -56 13F-HR Timeline Kintegral Advisory, LLC in group Kintegral Advisory, LLC More: the full row for Kintegral Advisory, LLC 6,216 $1.69M 0.14% -171 13F-HR Timeline Group Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 6,199 $1.68M 0.07% -218 13F-HR Timeline Aspire Private Capital, LLC More: the full row for Aspire Private Capital, LLC 6,174 $1.67M 0.37% -155 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 6,163 $1.67M 0.06% +15 13F-HR Timeline Group SUMITOMO LIFE INSURANCE CO More: the full row for SUMITOMO LIFE INSURANCE CO 6,153 $1.67M 0.05% -3,098 13F-HR Timeline GROUPAMA ASSET MANAGMENT More: the full row for GROUPAMA ASSET MANAGMENT 6,123 $1.66M 0.02% -633 13F-HR Timeline Walleye Capital LLC in group Walleye Capital LLC More: the full row for Walleye Capital LLC 6,085 $1.65M 0.01% +4,371 13F-HR Timeline Group Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 6,083 $1.65M 0.02% -6 13F-HR Timeline Group EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 6,080 $1.65M 0.04% +302 13F-HR Timeline Motiv8 Investments LLC More: the full row for Motiv8 Investments LLC 6,068 $1.65M 0.9% -401 13F-HR Timeline DEARBORN PARTNERS LLC More: the full row for DEARBORN PARTNERS LLC 6,019 $1.63M 0.08% -1,549 13F-HR Timeline Chicago Capital, LLC More: the full row for Chicago Capital, LLC 5,984 $1.62M 0.04% +2,204 13F-HR Timeline KING LUTHER CAPITAL MANAGEMENT CORP More: the full row for KING LUTHER CAPITAL MANAGEMENT CORP 5,967 $1.62M 0.01% +95 13F-HR Timeline EPG Wealth Management LLC More: the full row for EPG Wealth Management LLC 5,926 $1.61M 0.43% +140 13F-HR Timeline SCS Capital Management LLC More: the full row for SCS Capital Management LLC 5,913 $1.6M 0.02% -29 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 5,890 $1.6M 0.05% -75 13F-HR Timeline Advisors Asset Management, Inc. More: the full row for Advisors Asset Management, Inc. 5,877 $1.59M 0.03% -1,147 13F-HR/A Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 5,857 $1.59M 0.01% -358 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 5,816 $1.58M 0.15% +1,945 13F-HR Timeline AustralianSuper Pty Ltd More: the full row for AustralianSuper Pty Ltd 5,755 $1.56M 0.01% 0 13F-HR Timeline Confluence Wealth Services, Inc. More: the full row for Confluence Wealth Services, Inc. 5,750 $1.56M 0.06% +146 13F-HR Timeline Peoples Bank/KS More: the full row for Peoples Bank/KS 5,727 $1.55M 1.56% -145 13F-HR Timeline OPTIMIZE FINANCIAL INC. More: the full row for OPTIMIZE FINANCIAL INC. 5,681 $1.54M 0.78% +80 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 4,794 $1.54M 0.04% +68 13F-HR Timeline TRILLIUM ASSET MANAGEMENT, LLC More: the full row for TRILLIUM ASSET MANAGEMENT, LLC 5,269 $1.53M 0.05% -12,178 13F-HR Timeline BERKSHIRE ASSET MANAGEMENT LLC/PA More: the full row for BERKSHIRE ASSET MANAGEMENT LLC/PA 5,549 $1.5M 0.07% -310 13F-HR Timeline Fiduciary Group, LLC More: the full row for Fiduciary Group, LLC 5,545 $1.5M 0.13% +65 13F-HR Timeline Trust Asset Management LLC More: the full row for Trust Asset Management LLC 5,524 $1.5M 0.1% -204 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 5,521 $1.5M 0.14% -124 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 5,502 $1.49M 0.03% +244 13F-HR Timeline SIERRA SUMMIT ADVISORS LLC More: the full row for SIERRA SUMMIT ADVISORS LLC 5,488 $1.49M 0.23% +174 13F-HR Timeline SHEETS SMITH WEALTH MANAGEMENT More: the full row for SHEETS SMITH WEALTH MANAGEMENT 5,485 $1.49M 0.16% -171 13F-HR Timeline Jones Kertz & Associates, Inc. More: the full row for Jones Kertz & Associates, Inc. 5,459 $1.48M 0.76% 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 5,422 $1.47M 0.03% +4,372 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 5,412 $1.47M 0.07% +393 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 5,406 $1.47M 0.08% +122 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 5,321 $1.44M 0.09% +203 13F-HR Timeline J.Safra Asset Management Corp More: the full row for J.Safra Asset Management Corp 5,320 $1.44M 0.08% new 13F-HR Timeline POTOMAC FUND MANAGEMENT INC /ADV More: the full row for POTOMAC FUND MANAGEMENT INC /ADV 5,315 $1.44M 0.05% -278 13F-HR Timeline Heritage Family Offices, LLP More: the full row for Heritage Family Offices, LLP 5,293 $1.44M 0.65% -285 13F-HR Timeline Davis Investment Partners, LLC More: the full row for Davis Investment Partners, LLC 5,225 $1.43M 0.5% 0 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 5,238 $1.42M 0.02% -275 13F-HR Timeline PFW Advisors LLC More: the full row for PFW Advisors LLC 5,213 $1.41M 0.43% -411 13F-HR Timeline PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV More: the full row for PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV 5,200 $1.41M 0.39% -16 13F-HR Timeline Evercore Wealth Management, LLC More: the full row for Evercore Wealth Management, LLC 5,177 $1.4M 0.02% -12 13F-HR Timeline TOWER TRUST & INVESTMENT Co More: the full row for TOWER TRUST & INVESTMENT Co 5,134 $1.39M 0.88% +536 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 5,071 $1.38M 0.05% +214 13F-HR Timeline CREDIT INDUSTRIEL ET COMMERCIAL More: the full row for CREDIT INDUSTRIEL ET COMMERCIAL 5,067 $1.37M 0.2% +3,988 13F-HR Timeline Edgestream Partners, L.P. More: the full row for Edgestream Partners, L.P. 5,048 $1.37M 0.04% +3,609 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 5,036 $1.37M 0.09% -112 13F-HR Timeline Total Clarity Wealth Management, Inc. More: the full row for Total Clarity Wealth Management, Inc. 5,024 $1.36M 0.33% 0 13F-HR Timeline VIRGINIA WEALTH MANAGEMENT GROUP, INC. More: the full row for VIRGINIA WEALTH MANAGEMENT GROUP, INC. 5,000 $1.36M 0.79% 0 13F-HR Timeline Sterling Investment Counsel, LLC More: the full row for Sterling Investment Counsel, LLC 4,993 $1.35M 0.39% +67 13F-HR Timeline FIDUCIARY FAMILY OFFICE, LLC More: the full row for FIDUCIARY FAMILY OFFICE, LLC 4,974 $1.35M 0.39% +1,066 13F-HR Timeline Avestar Capital, LLC More: the full row for Avestar Capital, LLC 4,951 $1.34M 0.09% +250 13F-HR Timeline Bell Bank More: the full row for Bell Bank 4,932 $1.34M 0.06% -284 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 4,928 $1.34M 0.04% +997 13F-HR Timeline STANCE CAPITAL LLC More: the full row for STANCE CAPITAL LLC 4,926 $1.34M 0.49% -554 13F-HR Timeline Sharkey, Howes & Javer More: the full row for Sharkey, Howes & Javer 4,922 $1.33M 0.17% -309 13F-HR Timeline WESTPAC BANKING CORP in group WESTPAC BANKING CORP More: the full row for WESTPAC BANKING CORP 4,904 $1.33M 0.08% +197 13F-HR Timeline Group CANANDAIGUA NATIONAL BANK & TRUST CO in group CANANDAIGUA NATIONAL BANK & T… More: the full row for CANANDAIGUA NATIONAL BANK & TRUST CO 4,904 $1.33M 0.12% -1,051 13F-HR Timeline Group MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 4,902 $1.33M 0.03% -33 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 4,891 $1.33M 0.06% 0 13F-HR Timeline DRW Securities, LLC More: the full row for DRW Securities, LLC 4,879 $1.32M 0.1% -454 13F-HR Timeline Harbor Group, Inc. More: the full row for Harbor Group, Inc. 4,849 $1.32M 0.2% 0 13F-HR Timeline Petros Family Wealth, LLC More: the full row for Petros Family Wealth, LLC 4,834 $1.31M 0.87% +1,329 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 4,797 $1.3M 0.02% +815 13F-HR Timeline Meridian Wealth Advisors, LLC More: the full row for Meridian Wealth Advisors, LLC 4,790 $1.3M 0.18% -158 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 4,783 $1.3M 0.19% -47 13F-HR Timeline Group Frec Markets, Inc. in group Frec Markets, Inc. More: the full row for Frec Markets, Inc. 4,782 $1.3M 0.38% 13F-HR Timeline Group Wedmont Private Capital More: the full row for Wedmont Private Capital 4,399 $1.29M 0.04% +232 13F-HR Timeline WESBANCO BANK INC More: the full row for WESBANCO BANK INC 4,736 $1.28M 0.04% -3,777 13F-HR Timeline Pekao Towarzystwo Funduszy Inwestycyjny… More: the full row for Pekao Towarzystwo Funduszy Inwestycyjnych S.A. 4,722 $1.28M 1.05% 13F-HR Timeline Phoenix Financial Ltd. in group Phoenix Financial Ltd. More: the full row for Phoenix Financial Ltd. 4,718 $1.28M 0.01% +1,426 13F-HR Timeline Group Baron Wealth Management LLC More: the full row for Baron Wealth Management LLC 4,707 $1.28M 0.39% +46 13F-HR Timeline Crew Capital Management, Ltd More: the full row for Crew Capital Management, Ltd 4,628 $1.26M 0.79% +253 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 4,611 $1.25M 0.44% +3,361 13F-HR Timeline IAMS WEALTH MANAGEMENT, LLC More: the full row for IAMS WEALTH MANAGEMENT, LLC 4,599 $1.25M 0.45% -624 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 4,597 $1.25M 0.04% +96 13F-HR Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 4,581 $1.24M 0.07% +50 13F-HR Timeline HERITAGE INVESTORS MANAGEMENT CORP More: the full row for HERITAGE INVESTORS MANAGEMENT CORP 4,539 $1.23M 0.04% -250 13F-HR Timeline Texas Capital Bank Wealth Management Se… More: the full row for Texas Capital Bank Wealth Management Services Inc 4,539 $1.23M 0.07% +1,886 13F-HR Timeline Midwest Trust Co More: the full row for Midwest Trust Co 4,530 $1.23M 0.02% -51 13F-HR Timeline Convergence Investment Partners, LLC More: the full row for Convergence Investment Partners, LLC 4,499 $1.22M 0.24% -7,220 13F-HR Timeline Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 4,481 $1.22M 0.04% -38 13F-HR Timeline Faithward Advisors, LLC More: the full row for Faithward Advisors, LLC 4,473 $1.21M 0.18% -4 13F-HR Timeline Minot DeBlois Advisors LLC More: the full row for Minot DeBlois Advisors LLC 4,444 $1.21M 1.08% +245 13F-HR Timeline Cerro Pacific Wealth Advisors LLC More: the full row for Cerro Pacific Wealth Advisors LLC 4,441 $1.2M 0.32% -318 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 $1.2M 0.09% 0 13F-HR Timeline Group 111 Capital More: the full row for 111 Capital 4,429 $1.2M 0.26% -311 13F-HR Timeline Knollwood Investment Advisory, LLC More: the full row for Knollwood Investment Advisory, LLC 4,419 $1.2M 0.11% 0 13F-HR Timeline OpenArc Corporate Advisory, LLC More: the full row for OpenArc Corporate Advisory, LLC 4,408 $1.2M 0.02% 13F-HR Timeline Coppell Advisory Solutions LLC More: the full row for Coppell Advisory Solutions LLC 4,339 $1.19M 0.12% -51 13F-HR Timeline Fiduciary Alliance LLC More: the full row for Fiduciary Alliance LLC 4,380 $1.19M 0.08% +8 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 4,326 $1.17M 0.06% +779 13F-HR Timeline Group Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 4,300 $1.17M 0.04% +147 13F-HR Timeline Fairfield Financial Advisors, LTD More: the full row for Fairfield Financial Advisors, LTD 4,286 $1.16M 0.38% -574 13F-HR Timeline Meadowbrook Advisors Group, LLC More: the full row for Meadowbrook Advisors Group, LLC 4,265 $1.16M 0.65% 13F-HR Timeline First Pacific Financial More: the full row for First Pacific Financial 4,253 $1.15M 0.15% -289 13F-HR Timeline CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 4,244 $1.15M 0.04% +120 13F-HR Timeline HORIZON KINETICS ASSET MANAGEMENT LLC More: the full row for HORIZON KINETICS ASSET MANAGEMENT LLC 4,231 $1.15M 0.02% -470 13F-HR Timeline LMCG INVESTMENTS, LLC More: the full row for LMCG INVESTMENTS, LLC 4,198 $1.14M 0.07% -3 13F-HR Timeline KEYWISE CAPITAL MANAGEMENT (HK) Ltd More: the full row for KEYWISE CAPITAL MANAGEMENT (HK) Ltd 4,180 $1.13M 0.09% +1,800 13F-HR Timeline DILLON & ASSOCIATES INC More: the full row for DILLON & ASSOCIATES INC 4,182 $1.13M 0.15% -11 13F-HR Timeline JENNISON ASSOCIATES LLC More: the full row for JENNISON ASSOCIATES LLC 4,166 $1.13M <0.01% +966 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 4,148 $1.13M 0.05% -404 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 4,136 $1.12M 0.4% -173 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 4,101 $1.11M 0.03% -103 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 4,100 $1.11M 0.01% -6,320 13F-HR Timeline EXENCIAL WEALTH ADVISORS, LLC More: the full row for EXENCIAL WEALTH ADVISORS, LLC 4,095 $1.11M 0.04% -531 13F-HR Timeline OmniStar Financial Group, Inc. More: the full row for OmniStar Financial Group, Inc. 4,089 $1.11M 0.65% +346 13F-HR Timeline Perbak Capital Partners LLP More: the full row for Perbak Capital Partners LLP 4,086 $1.11M 0.34% -1,898 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 4,071 $1.1M 0.03% -735 13F-HR Timeline Keystone Financial Services More: the full row for Keystone Financial Services 4,055 $1.1M 0.33% -31 13F-HR Timeline FOX RUN MANAGEMENT, L.L.C. More: the full row for FOX RUN MANAGEMENT, L.L.C. 4,035 $1.09M 0.17% -2,495 13F-HR Timeline NAVELLIER & ASSOCIATES INC More: the full row for NAVELLIER & ASSOCIATES INC 4,022 $1.09M 0.12% +39 13F-HR Timeline Gifford Fong Associates More: the full row for Gifford Fong Associates 4,000 $1.08M 0.22% 0 13F-HR Timeline ORSER CAPITAL MANAGEMENT, LLC More: the full row for ORSER CAPITAL MANAGEMENT, LLC 3,997 $1.08M 0.61% new 13F-HR Timeline Jefferies Financial Group Inc. in group Jefferies Financial Group Inc. More: the full row for Jefferies Financial Group Inc. 3,995 $1.08M 0.01% +1,996 13F-HR Timeline Group Atlas Legacy Advisors, LLC More: the full row for Atlas Legacy Advisors, LLC 3,958 $1.08M 0.19% +607 13F-HR Timeline Paragon Private Wealth Management, LLC More: the full row for Paragon Private Wealth Management, LLC 3,979 $1.08M 0.33% +367 13F-HR Timeline Simmons Bank in group Simmons Bank More: the full row for Simmons Bank 3,966 $1.08M 0.07% -31 13F-HR Timeline Group Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 3,920 $1.06M +78 Timeline Main Management ETF Advisors, LLC in group Main Management ETF Advisors,… More: the full row for Main Management ETF Advisors, LLC 3,915 $1.06M 0.04% +40 13F-HR Timeline Group Asset Management Group, Inc. More: the full row for Asset Management Group, Inc. 3,891 $1.06M 0.17% +11 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 3,891 $1.06M 0.07% +76 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 3,885 $1.05M 0.01% -759 13F-HR Timeline Farringdon Capital, Ltd. More: the full row for Farringdon Capital, Ltd. 3,884 $1.05M 0.26% +2,789 13F-HR Timeline CenterStar Asset Management, LLC More: the full row for CenterStar Asset Management, LLC 3,871 $1.05M 1.65% new 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 3,810 $1.03M 0.14% +250 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 3,804 $1.03M 0.02% -4,894 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 3,752 $1.02M 0.08% -55 13F-HR Timeline Group HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 3,744 $1.01M 0.01% +466 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Meriwether Wealth & Planning, LLC More: the full row for Meriwether Wealth & Planning, LLC 3,731 $1.01M 0.57% -331 13F-HR Timeline Family Legacy Financial Solutions, LLC More: the full row for Family Legacy Financial Solutions, LLC 3,422 $1.01M 0.78% 0 13F-HR Timeline Baader Bank Aktiengesellschaft More: the full row for Baader Bank Aktiengesellschaft 3,698 $999K 0.08% +2,371 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 3,671 $995K 0.01% +79 13F-HR Timeline Group LRI Investments, LLC More: the full row for LRI Investments, LLC 3,659 $992K 0.08% -26 13F-HR Timeline TRIGLAV INVESTMENTS, D.O.O. More: the full row for TRIGLAV INVESTMENTS, D.O.O. 3,655 $991K 0.06% -345 13F-HR Timeline Weaver Capital Management LLC More: the full row for Weaver Capital Management LLC 3,648 $989K 0.21% -550 13F-HR Timeline TWIN CITY PRIVATE WEALTH, LLC More: the full row for TWIN CITY PRIVATE WEALTH, LLC 3,632 $985K 0.75% +114 13F-HR Timeline NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 3,627 $984K 0.1% +821 13F-HR Timeline REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 3,625 $983K 0.01% -179 13F-HR Timeline Group Sagewood Asset Management LP More: the full row for Sagewood Asset Management LP 3,589 $973K 0.35% 13F-HR Timeline Trust Co of the South More: the full row for Trust Co of the South 3,583 $972K 0.16% +70 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 3,570 $968K 0.02% -670 13F-HR Timeline Group PRELUDE CAPITAL MANAGEMENT, LLC More: the full row for PRELUDE CAPITAL MANAGEMENT, LLC 3,560 $965K 0.07% +1,790 13F-HR Timeline Compass Ion Advisors, LLC More: the full row for Compass Ion Advisors, LLC 3,541 $960K 0.09% +6 13F-HR Timeline Ledyard National Bank More: the full row for Ledyard National Bank 3,539 $960K 0.08% +1,807 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 3,537 $959K 0.08% -14 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 3,510 $952K 0.07% +103 13F-HR Timeline LCNB CORP More: the full row for LCNB CORP 3,501 $949K 0.32% 0 13F-HR Timeline FORBES J M & CO LLP More: the full row for FORBES J M & CO LLP 3,496 $948K 0.08% 0 13F-HR Timeline Arista Wealth Management, LLC More: the full row for Arista Wealth Management, LLC 3,485 $945K 0.12% +95 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 3,469 $941K 0.09% -105 13F-HR Timeline Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 3,467 $940K 0.13% -326 13F-HR Timeline Hara Capital LLC More: the full row for Hara Capital LLC 3,456 $937K 0.52% 0 13F-HR Timeline Commonwealth Retirement Investments LLC More: the full row for Commonwealth Retirement Investments LLC 3,453 $936K 0.3% +1 13F-HR Timeline Evernest Financial Advisors, LLC More: the full row for Evernest Financial Advisors, LLC 2,885 $932K 0.2% -323 13F-HR Timeline ACCOUNT MANAGEMENT LLC More: the full row for ACCOUNT MANAGEMENT LLC 3,429 $930K 1% 0 13F-HR Timeline Matisse Capital More: the full row for Matisse Capital 3,406 $924K 0.41% 0 13F-HR Timeline CFS Investment Advisory Services, LLC More: the full row for CFS Investment Advisory Services, LLC 3,402 $923K 0.07% -48 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 3,380 $917K 0.03% -963 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 3,380 $917K 0.04% +622 13F-HR Timeline Livforsakringsbolaget Skandia, Omsesidi… More: the full row for Livforsakringsbolaget Skandia, Omsesidigt 3,370 $914K 0.04% 0 13F-HR Timeline USA FINANCIAL FORMULAS More: the full row for USA FINANCIAL FORMULAS 3,358 $911K 0.17% new 13F-HR Timeline Nordwand Advisors, LLC More: the full row for Nordwand Advisors, LLC 3,330 $903K 0.16% +135 13F-HR Timeline WIN ADVISORS, INC More: the full row for WIN ADVISORS, INC 3,288 $892K 0.38% new 13F-HR Timeline SIMPLEX TRADING, LLC More: the full row for SIMPLEX TRADING, LLC 3,286 $891K 0.03% new 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 3,283 $890K 0.03% -108 13F-HR Timeline Group Johnson & White Wealth Management, LLC More: the full row for Johnson & White Wealth Management, LLC 3,274 $888K 0.39% +1,022 13F-HR Timeline INVESTMENT HOUSE LLC More: the full row for INVESTMENT HOUSE LLC 3,268 $886K 0.04% -100 13F-HR Timeline KMG FIDUCIARY PARTNERS, LLC More: the full row for KMG FIDUCIARY PARTNERS, LLC 3,251 $882K 0.06% 0 13F-HR Timeline Net Worth Advisory Group More: the full row for Net Worth Advisory Group 3,233 $877K 0.18% +91 13F-HR Timeline Castle Hook Partners LP More: the full row for Castle Hook Partners LP 3,231 $876K 0.01% new 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 3,225 $874K 0.01% +16 13F-HR Timeline EVOLVE PRIVATE WEALTH, LLC More: the full row for EVOLVE PRIVATE WEALTH, LLC 3,214 $872K 0.05% 13F-HR Timeline