Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 6,333 $460K 0.01% +1,795 13F-HR Timeline WEALTH EFFECTS LLC More: the full row for WEALTH EFFECTS LLC 6,300 $458K 0.16% 0 13F-HR Timeline XXI WEALTH, LLC More: the full row for XXI WEALTH, LLC 6,300 $458K 0.26% new 13F-HR Timeline Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 6,251 $454K 0.06% -60 13F-HR Timeline Silver Coast Investments LLC More: the full row for Silver Coast Investments LLC 6,227 $453K 0.14% +73 13F-HR Timeline JEPPSON WEALTH MANAGEMENT, LLC More: the full row for JEPPSON WEALTH MANAGEMENT, LLC 6,191 $450K 0.14% -20 13F-HR Timeline Revisor Wealth Management LLC More: the full row for Revisor Wealth Management LLC 6,200 $447K 0.12% -367 13F-HR Timeline BAYBAN More: the full row for BAYBAN 6,128 $445K 0.39% 0 13F-HR Timeline Stamos Capital Partners, L.P. More: the full row for Stamos Capital Partners, L.P. 6,115 $444K 0.07% -5,038 13F-HR Timeline Castleview Partners, LLC More: the full row for Castleview Partners, LLC 6,031 $438K 0.22% +919 13F-HR Timeline Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 6,012 $437K 0.03% +10 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 6,004 $436K 0.02% new 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 5,985 $435K <0.01% +1 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 5,966 $434K 0.01% -47 13F-HR Timeline Group Phoenix Wealth Advisors More: the full row for Phoenix Wealth Advisors 5,943 $432K 0.17% -201 13F-HR Timeline Rodgers Brothers Inc. More: the full row for Rodgers Brothers Inc. 5,941 $432K 0.05% 0 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 5,910 $430K 0.02% +156 13F-HR Timeline South Shore Capital Advisors More: the full row for South Shore Capital Advisors 5,903 $429K 0.31% new 13F-HR Timeline Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 5,885 $428K 0.01% -1,255 13F-HR Timeline Group CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 5,825 $423K 0.01% +725 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 5,825 $423K 0.01% new 13F-HR Timeline GUYASUTA INVESTMENT ADVISORS INC More: the full row for GUYASUTA INVESTMENT ADVISORS INC 5,800 $422K 0.02% 0 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 5,783 $420K 0.03% new 13F-HR Timeline 1ST SOURCE BANK More: the full row for 1ST SOURCE BANK 5,757 $418K 0.02% 0 13F-HR Timeline Capstone Financial Advisors, Inc. More: the full row for Capstone Financial Advisors, Inc. 5,732 $417K 0.02% +7 13F-HR Timeline DUMONT & BLAKE INVESTMENT ADVISORS LLC More: the full row for DUMONT & BLAKE INVESTMENT ADVISORS LLC 5,693 $414K 0.1% -70 13F-HR Timeline Bill Few Associates, Inc. More: the full row for Bill Few Associates, Inc. 5,680 $413K 0.1% +815 13F-HR Timeline KCM INVESTMENT ADVISORS LLC More: the full row for KCM INVESTMENT ADVISORS LLC 5,680 $413K 0.01% +185 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 5,714 $410K 0.01% +721 13F-HR Timeline Harvest Fund Management Co., Ltd in group Harvest Fund Management Co., … More: the full row for Harvest Fund Management Co., Ltd 5,626 $409K 0.02% new 13F-HR Timeline Group EDMP, INC. More: the full row for EDMP, INC. 5,601 $407K 0.33% 0 13F-HR Timeline Pacifica Partners Inc. More: the full row for Pacifica Partners Inc. 5,562 $404K 0.13% new 13F-HR Timeline Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 5,516 $401K 0.06% +1,841 13F-HR Timeline Herold Advisors, Inc. More: the full row for Herold Advisors, Inc. 5,451 $396K 0.09% +250 13F-HR Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 5,448 $396K 0.05% +1,516 13F-HR Timeline ALBERT D MASON INC More: the full row for ALBERT D MASON INC 5,435 $395K 0.26% -123 13F-HR Timeline Focused Wealth Management, Inc More: the full row for Focused Wealth Management, Inc 5,412 $393K 0.04% +64 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 5,385 $391K 0.02% -428 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 5,368 $390K 0.01% +1,255 13F-HR Timeline Handelsbanken Fonder AB More: the full row for Handelsbanken Fonder AB 5,344 $388K <0.01% +324 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 5,288 $384K 0.02% -946 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 5,286 $384K 0.07% -863 13F-HR Timeline American Alpha Advisors, LLC More: the full row for American Alpha Advisors, LLC 5,280 $384K 0.22% new 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 5,273 $383K <0.01% -1,166 13F-HR Timeline DELTA ASSET MANAGEMENT LLC/TN More: the full row for DELTA ASSET MANAGEMENT LLC/TN 5,257 $382K 0.03% +175 13F-HR Timeline Astoria Portfolio Advisors LLC. More: the full row for Astoria Portfolio Advisors LLC. 5,405 $381K 0.08% -598 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 5,234 $380K 0.01% -1,491 13F-HR Timeline NORTHEAST INVESTMENT MANAGEMENT More: the full row for NORTHEAST INVESTMENT MANAGEMENT 5,219 $379K 0.02% 0 13F-HR Timeline Inscription Capital, LLC More: the full row for Inscription Capital, LLC 5,193 $378K 0.04% +789 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 5,039 $366K <0.01% +114 13F-HR Timeline Group Cardinal Point Capital Management ULC More: the full row for Cardinal Point Capital Management ULC 5,000 $363K 0.02% -475 13F-HR Timeline Powers Advisory Group, LLC More: the full row for Powers Advisory Group, LLC 4,977 $362K 0.13% -248 13F-HR Timeline Laurion Capital Management LP More: the full row for Laurion Capital Management LP 4,961 $361K 0.03% new 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 4,807 $349K 0.01% new 13F-HR/A Timeline Archford Capital Strategies, LLC More: the full row for Archford Capital Strategies, LLC 4,804 $349K 0.04% +154 13F-HR Timeline XML Financial, LLC More: the full row for XML Financial, LLC 4,800 $349K 0.03% -50 13F-HR Timeline ABC ARBITRAGE SA in group ABC ARBITRAGE SA More: the full row for ABC ARBITRAGE SA 4,798 $349K 0.05% new 13F-HR Timeline Group PATRIOT INVESTMENT MANAGEMENT GROUP, IN… More: the full row for PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 4,798 $349K 0.02% -1,094 13F-HR Timeline TL Private Wealth More: the full row for TL Private Wealth 5,000 $349K 0.14% 0 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 4,791 $348K <0.01% -20 13F-HR Timeline Phoenix Financial Ltd. in group Phoenix Financial Ltd. More: the full row for Phoenix Financial Ltd. 4,730 $344K <0.01% +899 13F-HR Timeline Group Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 4,726 $344K 0.03% +507 13F-HR Timeline Linden Thomas Advisory Services, LLC More: the full row for Linden Thomas Advisory Services, LLC 4,673 $340K 0.03% -123 13F-HR Timeline Frec Markets, Inc. in group Frec Markets, Inc. More: the full row for Frec Markets, Inc. 4,662 $339K 0.06% new 13F-HR Timeline Group PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 4,659 $339K 0.03% +15 13F-HR Timeline BRIDGES INVESTMENT MANAGEMENT INC More: the full row for BRIDGES INVESTMENT MANAGEMENT INC 4,633 $337K <0.01% 0 13F-HR Timeline EDMOND DE ROTHSCHILD HOLDING S.A. in group EDMOND DE ROTHSCHILD HOLDING … More: the full row for EDMOND DE ROTHSCHILD HOLDING S.A. 4,622 $336K <0.01% +952 13F-HR Timeline Group CX Institutional More: the full row for CX Institutional 4,612 $335K 0.01% +388 13F-HR Timeline OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 4,605 $335K 0.01% -856 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 4,571 $332K <0.01% new 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 4,554 $331K 0.05% -113 13F-HR Timeline Group FourThought Financial Partners, LLC More: the full row for FourThought Financial Partners, LLC 4,533 $330K 0.03% -943 13F-HR Timeline Paragon Capital Management Ltd More: the full row for Paragon Capital Management Ltd 4,477 $325K 0.07% -177 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 4,389 $319K 0.02% new 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 4,379 $318K 0.01% new 13F-HR Timeline Group United Capital Management of KS, Inc. More: the full row for United Capital Management of KS, Inc. 4,363 $317K 0.05% +478 13F-HR Timeline DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 4,357 $317K 0.01% -5 13F-HR Timeline WEST MICHIGAN ADVISORS, LLC More: the full row for WEST MICHIGAN ADVISORS, LLC 4,356 $317K 0.07% +15 13F-HR Timeline Joule Financial, LLC More: the full row for Joule Financial, LLC 4,333 $315K 0.09% +15 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 4,277 $311K 0.01% new 13F-HR Timeline CITY HOLDING CO More: the full row for CITY HOLDING CO 4,249 $309K 0.04% +1,624 13F-HR Timeline Sound Financial Strategies Group, LLC More: the full row for Sound Financial Strategies Group, LLC 4,217 $307K 0.21% -5,577 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 4,192 $305K 0.02% +43 13F-HR Timeline Quantessence Capital LLC More: the full row for Quantessence Capital LLC 4,180 $304K 1.48% new 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 4,169 $302K 0.02% 0 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 4,145 $301K 0.02% -194 13F-HR Timeline Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 4,133 $300K 0.02% new 13F-HR Timeline Financial Advisors Network, Inc. More: the full row for Financial Advisors Network, Inc. 4,120 $299K 0.04% -1,580 13F-HR Timeline Lester Murray Antman dba SimplyRich More: the full row for Lester Murray Antman dba SimplyRich 4,126 $299K 0.08% +60 13F-HR Timeline PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 4,103 $298K <0.01% -120 13F-HR Timeline Torrey Growth & Income Advisors More: the full row for Torrey Growth & Income Advisors 4,102 $298K 0.12% 0 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 4,084 $297K 0.01% new 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 4,084 $297K 0.02% +45 13F-HR Timeline PANAGORA ASSET MANAGEMENT INC More: the full row for PANAGORA ASSET MANAGEMENT INC 4,056 $295K <0.01% -397,540 13F-HR Timeline PlanVest Financial, Inc More: the full row for PlanVest Financial, Inc 4,029 $293K 0.22% 13F-HR Timeline Midwest Trust Co More: the full row for Midwest Trust Co 4,009 $291K <0.01% +167 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 3,995 $290K 0.01% +2 13F-HR Timeline Glenview Trust Co More: the full row for Glenview Trust Co 3,966 $288K <0.01% -305 13F-HR Timeline TIEMANN INVESTMENT ADVISORS, LLC More: the full row for TIEMANN INVESTMENT ADVISORS, LLC 3,960 $288K 0.11% +200 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 3,887 $283K 0.03% -370 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 3,875 $282K 0.01% new 13F-HR Timeline STEEL GROVE CAPITAL ADVISORS, LLC More: the full row for STEEL GROVE CAPITAL ADVISORS, LLC 3,869 $281K 0.03% +6 13F-HR Timeline SMITH SHELLNUT WILSON LLC /ADV More: the full row for SMITH SHELLNUT WILSON LLC /ADV 3,865 $281K 0.12% -2,227 13F-HR Timeline Bayesian Capital Management, LP More: the full row for Bayesian Capital Management, LP 3,862 $281K 0.34% +56 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 3,837 $279K 0.01% -471 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 3,836 $279K 0.03% new 13F-HR Timeline Group CVA Family Office, LLC More: the full row for CVA Family Office, LLC 3,827 $278K 0.03% +96 13F-HR Timeline Forza Wealth Management, LLC More: the full row for Forza Wealth Management, LLC 3,826 $278K 0.1% +193 13F-HR Timeline Empirical Financial Services, LLC d.b.a… More: the full row for Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 3,824 $278K <0.01% -65 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 3,810 $277K 0.01% 0 13F-HR Timeline MJP ASSOCIATES INC /ADV More: the full row for MJP ASSOCIATES INC /ADV 3,787 $275K 0.03% +21 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 3,772 $274K 0.09% -1,757 13F-HR Timeline Community Bank, N.A. More: the full row for Community Bank, N.A. 3,769 $274K 0.03% -3,220 13F-HR Timeline COFG Advisors, LLC More: the full row for COFG Advisors, LLC 3,726 $271K 0.07% +37 13F-HR Timeline IRON Financial LLC More: the full row for IRON Financial LLC 3,721 $270K 0.12% -736 13F-HR Timeline PATTON FUND MANAGEMENT, INC. More: the full row for PATTON FUND MANAGEMENT, INC. 3,720 $270K 0.05% 0 13F-HR Timeline Sagewood Asset Management LP More: the full row for Sagewood Asset Management LP 3,704 $269K 0.08% new 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 4,007 $269K <0.01% +86 13F-HR Timeline AFFINITY INVESTMENT ADVISORS, LLC More: the full row for AFFINITY INVESTMENT ADVISORS, LLC 3,690 $268K 0.17% 0 13F-HR Timeline WESBANCO BANK INC More: the full row for WESBANCO BANK INC 3,687 $268K 0.01% -614 13F-HR Timeline ESSEX INVESTMENT MANAGEMENT CO LLC More: the full row for ESSEX INVESTMENT MANAGEMENT CO LLC 3,676 $267K 0.04% +56 13F-HR Timeline BERKSHIRE ASSET MANAGEMENT LLC/PA More: the full row for BERKSHIRE ASSET MANAGEMENT LLC/PA 3,662 $266K 0.01% 0 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 3,659 $266K <0.01% new 13F-HR/A Timeline USS Investment Management Ltd More: the full row for USS Investment Management Ltd 3,655 $266K <0.01% 0 13F-HR Timeline Plancorp, LLC More: the full row for Plancorp, LLC 3,792 $264K 0.01% +287 13F-HR Timeline Obermeyer Wealth Partners More: the full row for Obermeyer Wealth Partners 3,637 $264K 0.01% -40 13F-HR Timeline Measured Wealth Private Client Group, L… More: the full row for Measured Wealth Private Client Group, LLC 3,630 $264K 0.07% -135 13F-HR Timeline Edgestream Partners, L.P. More: the full row for Edgestream Partners, L.P. 3,626 $264K 0.01% -116,404 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 3,624 $263K <0.01% +69 13F-HR Timeline Group OPTIMA CAPITAL LLC More: the full row for OPTIMA CAPITAL LLC 3,624 $263K 0.12% -535 13F-HR Timeline Diversified Enterprises, LLC More: the full row for Diversified Enterprises, LLC 3,618 $263K 0.01% -67 13F-HR Timeline Plan A Wealth LLC More: the full row for Plan A Wealth LLC 3,610 $262K 0.13% new 13F-HR Timeline Pinnacle West Asset Management, Inc. More: the full row for Pinnacle West Asset Management, Inc. 3,605 $262K 0.18% -75 13F-HR Timeline Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 3,749 $261K 0.03% new 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 3,569 $259K <0.01% -4,147 13F-HR Timeline VISION FINANCIAL MARKETS LLC More: the full row for VISION FINANCIAL MARKETS LLC 3,555 $258K 0.25% -880 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 3,531 $257K 0.01% new 13F-HR Timeline Nilsine Partners, LLC More: the full row for Nilsine Partners, LLC 3,580 $253K 0.02% -127 13F-HR Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 3,456 $251K <0.01% new 13F-HR Timeline Cyndeo Wealth Partners, LLC More: the full row for Cyndeo Wealth Partners, LLC 225,333 $249K 0.01% +6 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 3,386 $246K <0.01% +259 13F-HR Timeline Group OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 3,381 $246K <0.01% -812 13F-HR Timeline BankPlus Trust Department in group BankPlus Trust Department More: the full row for BankPlus Trust Department 3,370 $245K 0.07% -34 13F-HR Timeline Group FIL Ltd in group FIL Ltd More: the full row for FIL Ltd 3,361 $244K <0.01% -491,639 13F-HR Timeline Group NorthCrest Asset Manangement, LLC More: the full row for NorthCrest Asset Manangement, LLC 3,304 $244K 0.01% -1,862 13F-HR Timeline Red Door Wealth Management, LLC More: the full row for Red Door Wealth Management, LLC 3,322 $241K 0.03% new 13F-HR Timeline PRELUDE CAPITAL MANAGEMENT, LLC More: the full row for PRELUDE CAPITAL MANAGEMENT, LLC 3,311 $241K 0.02% -7,443 13F-HR Timeline Idaho Trust Co More: the full row for Idaho Trust Co 3,300 $240K 0.08% -1,100 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 3,294 $239K 0.02% new 13F-HR Timeline FRG Family Wealth Advisors LLC More: the full row for FRG Family Wealth Advisors LLC 3,256 $237K 0.04% new 13F-HR Timeline STOCK YARDS BANK & TRUST CO More: the full row for STOCK YARDS BANK & TRUST CO 3,256 $237K 0.01% new 13F-HR Timeline COURIER CAPITAL LLC More: the full row for COURIER CAPITAL LLC 3,255 $237K 0.01% new 13F-HR/A Timeline Supplemental Annuity Collective Trust o… More: the full row for Supplemental Annuity Collective Trust of NJ 3,254 $237K 0.07% new 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 3,243 $236K 0.01% +23 13F-HR Timeline Commonwealth Financial Services, LLC More: the full row for Commonwealth Financial Services, LLC 3,241 $236K 0.04% new 13F-HR Timeline Portside Wealth Group, LLC More: the full row for Portside Wealth Group, LLC 3,235 $235K 0.03% new 13F-HR Timeline Vectors Research Management, LLC More: the full row for Vectors Research Management, LLC 3,223 $234K 0.07% new 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 3,218 $234K <0.01% new 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 3,262 $234K 0.01% new 13F-HR Timeline JAMISON PRIVATE WEALTH MANAGEMENT, INC. More: the full row for JAMISON PRIVATE WEALTH MANAGEMENT, INC. 3,196 $232K 0.03% new 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 3,188 $232K <0.01% -72,006 13F-HR Timeline VAUGHAN DAVID INVESTMENTS LLC/IL More: the full row for VAUGHAN DAVID INVESTMENTS LLC/IL 3,151 $229K <0.01% -647 13F-HR Timeline MSH Capital Advisors LLC More: the full row for MSH Capital Advisors LLC 3,143 $228K 0.05% new 13F-HR Timeline Clear Harbor Asset Management, LLC More: the full row for Clear Harbor Asset Management, LLC 3,137 $228K 0.02% new 13F-HR Timeline McMillan Office, Inc. More: the full row for McMillan Office, Inc. 3,122 $227K 0.03% 0 13F-HR Timeline Kimelman & Baird, LLC More: the full row for Kimelman & Baird, LLC 3,115 $226K 0.02% 0 13F-HR Timeline Sara-Bay Financial More: the full row for Sara-Bay Financial 3,115 $226K 0.07% new 13F-HR Timeline Claro Advisors Inc. More: the full row for Claro Advisors Inc. 3,108 $226K 0.03% new 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 3,106 $226K 0.01% 0 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 3,106 $226K 0.01% new 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 3,097 $225K 0.01% -4,483 13F-HR Timeline Welch Group, LLC More: the full row for Welch Group, LLC 3,076 $224K 0.01% new 13F-HR Timeline Aviance Capital Partners, LLC More: the full row for Aviance Capital Partners, LLC 3,073 $223K 0.03% new 13F-HR Timeline Lavaca Capital LLC More: the full row for Lavaca Capital LLC 3,063 $223K 0.04% +24 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 3,029 $220K 0.07% 0 13F-HR Timeline MITCHELL MCLEOD PUGH & WILLIAMS INC More: the full row for MITCHELL MCLEOD PUGH & WILLIAMS INC 3,018 $219K 0.03% +2 13F-HR Timeline Sharp Wealth Advisory, LLC More: the full row for Sharp Wealth Advisory, LLC 3,009 $219K 0.11% -641 13F-HR Timeline DV Trading LLC More: the full row for DV Trading LLC 3,000 $218K 0.02% new 13F-HR Timeline JTC Employer Solutions Trustee Ltd More: the full row for JTC Employer Solutions Trustee Ltd 3,000 $218K 0.02% 0 13F-HR Timeline EFG International AG in group EFG International AG More: the full row for EFG International AG 2,993 $218K <0.01% +166 13F-HR Timeline Group LVW Advisors, LLC More: the full row for LVW Advisors, LLC 2,985 $217K 0.02% new 13F-HR Timeline Duncan Williams Asset Management, LLC More: the full row for Duncan Williams Asset Management, LLC 2,983 $217K 0.06% 0 13F-HR Timeline Etesian Wealth Advisors, Inc. More: the full row for Etesian Wealth Advisors, Inc. 2,974 $216K 0.07% -3,369 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 2,974 $216K <0.01% -5,497 13F-HR Timeline Curi Capital, LLC More: the full row for Curi Capital, LLC 2,957 $215K <0.01% new 13F-HR Timeline Vanguard Capital Wealth Advisors More: the full row for Vanguard Capital Wealth Advisors 2,950 $214K 0.2% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Siemens Fonds Invest GmbH More: the full row for Siemens Fonds Invest GmbH 2,942 $214K 0.01% -3,806 13F-HR Timeline PHILADELPHIA TRUST CO More: the full row for PHILADELPHIA TRUST CO 2,932 $213K 0.02% new 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 2,924 $213K <0.01% +599 13F-HR Timeline FUKOKU MUTUAL LIFE INSURANCE Co More: the full row for FUKOKU MUTUAL LIFE INSURANCE Co 2,918 $212K 0.01% new 13F-HR Timeline OSTRUM ASSET MANAGEMENT More: the full row for OSTRUM ASSET MANAGEMENT 2,916 $212K 0.01% +43 13F-HR Timeline Wealth Alliance Advisory Group, LLC More: the full row for Wealth Alliance Advisory Group, LLC 2,908 $211K 0.03% new 13F-HR Timeline Frisch Financial Group, Inc. More: the full row for Frisch Financial Group, Inc. 2,907 $211K 0.04% new 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 2,867 $210K <0.01% 0 13F-HR Timeline Odyssean, LLC More: the full row for Odyssean, LLC 2,893 $210K 0.08% new 13F-HR Timeline DRW Securities, LLC More: the full row for DRW Securities, LLC 2,971 $209K 0.01% -960 13F-HR Timeline BOSTON RESEARCH & MANAGEMENT INC More: the full row for BOSTON RESEARCH & MANAGEMENT INC 2,880 $209K 0.05% new 13F-HR/A Timeline Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 2,875 $209K 0.01% new 13F-HR Timeline ZACKS INVESTMENT MANAGEMENT More: the full row for ZACKS INVESTMENT MANAGEMENT 2,863 $208K <0.01% new 13F-HR Timeline CLARK FINANCIAL SERVICES GROUP INC … More: the full row for CLARK FINANCIAL SERVICES GROUP INC /BD 2,848 $207K 0.11% new 13F-HR Timeline