Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 11,580 $1.46M 0.45% -1,610 13F-HR Timeline GRIMES & Co WEALTH MANAGEMENT, LLC More: the full row for GRIMES & Co WEALTH MANAGEMENT, LLC 11,528 $1.46M 0.04% +694 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 11,498 $1.45M 0.08% -2,100 13F-HR Timeline Bey-Douglas LLC More: the full row for Bey-Douglas LLC 11,485 $1.45M 1.27% +1,557 13F-HR Timeline APPLETON PARTNERS INC/MA More: the full row for APPLETON PARTNERS INC/MA 11,347 $1.43M 0.1% -375 13F-HR Timeline KANE INVESTMENT MANAGEMENT, INC. More: the full row for KANE INVESTMENT MANAGEMENT, INC. 11,345 $1.43M 0.74% -1,538 13F-HR Timeline Sterling Investment Counsel, LLC More: the full row for Sterling Investment Counsel, LLC 11,320 $1.43M 0.4% +303 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 11,191 $1.41M 0.31% +11,146 13F-HR Timeline SBI Okasan Asset Management Co.Ltd. More: the full row for SBI Okasan Asset Management Co.Ltd. 11,847 $1.41M 0.06% -168 13F-HR Timeline Brookwood Investment Group LLC More: the full row for Brookwood Investment Group LLC 11,131 $1.41M 0.18% +8,495 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 11,054 $1.4M 0.01% -6,324 13F-HR Timeline Ameritas Investment Partners, Inc. in group Ameritas Investment Partners,… More: the full row for Ameritas Investment Partners, Inc. 11,023 $1.39M 0.04% +68 13F-HR Timeline Group Precision Wealth Strategies, LLC More: the full row for Precision Wealth Strategies, LLC 10,940 $1.38M 0.46% +33 13F-HR Timeline SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 10,918 $1.38M 0.14% +1,507 13F-HR Timeline NICOLET BANKSHARES INC in group NICOLET BANKSHARES INC More: the full row for NICOLET BANKSHARES INC 10,798 $1.37M 0.05% +5,354 13F-HR Timeline Group Patton Albertson Miller Group, LLC More: the full row for Patton Albertson Miller Group, LLC 10,805 $1.37M 0.16% -1,363 13F-HR Timeline South Dakota Investment Council More: the full row for South Dakota Investment Council 10,764 $1.36M 0.03% 0 13F-HR Timeline Legacy Trust More: the full row for Legacy Trust 10,747 $1.36M 0.26% -199 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 10,671 $1.35M 0.1% +679 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 10,653 $1.35M 0.11% +3,314 13F-HR Timeline Hilltop Partners LLC More: the full row for Hilltop Partners LLC 10,645 $1.35M 0.35% +275 13F-HR Timeline Marshall Financial Group, LLC More: the full row for Marshall Financial Group, LLC 10,642 $1.34M 0.22% +80 13F-HR Timeline XML Financial, LLC More: the full row for XML Financial, LLC 10,598 $1.34M 0.11% +1,549 13F-HR Timeline DV Trading LLC More: the full row for DV Trading LLC 10,582 $1.34M 0.12% +10,111 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 10,510 $1.33M -8 Timeline Legacy Wealth Asset Management, LLC More: the full row for Legacy Wealth Asset Management, LLC 10,485 $1.32M 0.32% +27 13F-HR Timeline Generali Investments, Management Co LLC More: the full row for Generali Investments, Management Co LLC 10,387 $1.31M 0.31% +2,401 13F-HR Timeline Galaxy Digital Capital Management GP LLC in group Galaxy Group Investments LLC More: the full row for Galaxy Digital Capital Management GP LLC 10,368 $1.31M 1.69% new 13F-HR Timeline Group PCB Capital LLC More: the full row for PCB Capital LLC 10,365 $1.31M 2.06% +364 13F-HR Timeline Williamson Legacy Group, LLC More: the full row for Williamson Legacy Group, LLC 10,333 $1.31M 0.98% -5,941 13F-HR Timeline Elk River Wealth Management LLC More: the full row for Elk River Wealth Management LLC 103,063 $1.3M 0.22% -309 13F-HR Timeline PAX Financial Group, LLC More: the full row for PAX Financial Group, LLC 10,293 $1.3M 0.22% +575 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 10,277 $1.3M 0.04% +2,759 13F-HR Timeline TRUST POINT INC. More: the full row for TRUST POINT INC. 10,210 $1.29M 0.11% -227 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 10,110 $1.28M 0.07% +177 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 10,080 $1.27M 0.04% +2,910 13F-HR Timeline Alta Wealth Advisors LLC More: the full row for Alta Wealth Advisors LLC 10,032 $1.27M 0.41% +763 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 10,030 $1.27M 0.08% +2,964 13F-HR Timeline BURNS J W & CO INC/NY More: the full row for BURNS J W & CO INC/NY 10,019 $1.27M 0.15% +174 13F-HR Timeline TWIN CAPITAL MANAGEMENT INC More: the full row for TWIN CAPITAL MANAGEMENT INC 10,009 $1.26M 0.16% new 13F-HR Timeline DIKER MANAGEMENT LLC in group DIKER MANAGEMENT LLC More: the full row for DIKER MANAGEMENT LLC 10,000 $1.26M 1.13% new 13F-HR Timeline Group OneAscent Financial Services LLC group of 4 filers holding More: the full row for OneAscent Financial Services LLC 10,000 $1.26M +6,065 Timeline KPP Advisory Services LLC More: the full row for KPP Advisory Services LLC 9,971 $1.26M 0.18% +406 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 9,966 $1.26M 0.01% +718 13F-HR Timeline TRED AVON FAMILY WEALTH, LLC More: the full row for TRED AVON FAMILY WEALTH, LLC 9,900 $1.25M 0.42% -73 13F-HR Timeline HighVista Strategies LLC More: the full row for HighVista Strategies LLC 9,781 $1.24M 0.34% +2,700 13F-HR Timeline Worthington Financial Partners, LLC More: the full row for Worthington Financial Partners, LLC 9,720 $1.23M 1.06% -4,922 13F-HR Timeline McGowan Group Asset Management, Inc. More: the full row for McGowan Group Asset Management, Inc. 9,667 $1.22M 0.16% +2 13F-HR Timeline Eagle Bay Advisors LLC More: the full row for Eagle Bay Advisors LLC 9,598 $1.22M 1.07% +65 13F-HR Timeline Accredited Investors Inc. More: the full row for Accredited Investors Inc. 9,601 $1.21M 0.07% -1,615 13F-HR Timeline Bayesian Capital Management, LP More: the full row for Bayesian Capital Management, LP 9,601 $1.21M 1.48% new 13F-HR Timeline First Interstate Bank More: the full row for First Interstate Bank 9,600 $1.21M 0.07% 0 13F-HR Timeline Havemeyer Place LP More: the full row for Havemeyer Place LP 9,586 $1.21M 0.14% new 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 9,489 $1.2M 0.07% -853 13F-HR Timeline Lord & Richards Wealth Management, LLC More: the full row for Lord & Richards Wealth Management, LLC 9,482 $1.2M 1.05% +3,458 13F-HR Timeline Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 9,471 $1.2M 0.01% +2,486 13F-HR Timeline Davidson Capital Management Inc. More: the full row for Davidson Capital Management Inc. 9,449 $1.19M 0.22% -166 13F-HR Timeline PLATINUM INVESTMENT MANAGEMENT LTD More: the full row for PLATINUM INVESTMENT MANAGEMENT LTD 9,440 $1.19M 0.3% new 13F-HR Timeline MJP ASSOCIATES INC /ADV More: the full row for MJP ASSOCIATES INC /ADV 9,438 $1.19M 0.14% +544 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 9,399 $1.19M 0.06% +265 13F-HR Timeline Portside Wealth Group, LLC More: the full row for Portside Wealth Group, LLC 9,391 $1.19M 0.16% +599 13F-HR Timeline CHATHAM CAPITAL GROUP, INC. More: the full row for CHATHAM CAPITAL GROUP, INC. 9,345 $1.18M 0.17% +660 13F-HR Timeline MOSELEY INVESTMENT MANAGEMENT INC More: the full row for MOSELEY INVESTMENT MANAGEMENT INC 9,338 $1.18M 0.38% new 13F-HR Timeline Brown Financial Advisors More: the full row for Brown Financial Advisors 9,304 $1.18M 0.45% -1,255 13F-HR Timeline JSF Financial, LLC More: the full row for JSF Financial, LLC 9,304 $1.18M 0.23% +1,926 13F-HR Timeline First National Bank of Hutchinson More: the full row for First National Bank of Hutchinson 9,280 $1.17M 0.75% +444 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 9,258 $1.17M 0.02% +2,709 13F-HR Timeline Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 8,305 $1.17M 0.14% +300 13F-HR Timeline Topsail Wealth Management, LLC More: the full row for Topsail Wealth Management, LLC 9,226 $1.17M 0.17% +195 13F-HR Timeline WEITZ INVESTMENT MANAGEMENT, INC. More: the full row for WEITZ INVESTMENT MANAGEMENT, INC. 9,200 $1.16M 0.08% new 13F-HR Timeline Palumbo Wealth Management LLC More: the full row for Palumbo Wealth Management LLC 9,197 $1.16M 0.28% +29 13F-HR Timeline XXI WEALTH, LLC More: the full row for XXI WEALTH, LLC 9,122 $1.15M 0.65% +525 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 9,078 $1.15M 0.06% +825 13F-HR Timeline Group Quantum Portfolio Management LLC More: the full row for Quantum Portfolio Management LLC 9,088 $1.15M 0.5% -2 13F-HR/A Timeline Sompo Asset Management Co., Ltd. More: the full row for Sompo Asset Management Co., Ltd. 9,050 $1.14M 0.21% -1,780 13F-HR Timeline Choate Investment Advisors More: the full row for Choate Investment Advisors 9,033 $1.14M 0.02% -92 13F-HR Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 9,009 $1.14M 0.15% +1,107 13F-HR Timeline Baader Bank Aktiengesellschaft More: the full row for Baader Bank Aktiengesellschaft 9,159 $1.13M 0.11% -9,254 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 8,932 $1.13M 0.08% +627 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 8,918 $1.13M 0.11% +1,049 13F-HR Timeline Hillsdale Investment Management Inc. More: the full row for Hillsdale Investment Management Inc. 8,900 $1.12M 0.03% +1,400 13F-HR Timeline BankPlus Trust Department group of 2 filers holding More: the full row for BankPlus Trust Department 8,893 $1.12M +8,467 Timeline Great Diamond Partners, LLC More: the full row for Great Diamond Partners, LLC 8,887 $1.12M 0.22% -744 13F-HR Timeline Advisory Resource Group More: the full row for Advisory Resource Group 8,877 $1.12M 0.19% new 13F-HR Timeline Comprehensive Financial Consultants Ins… More: the full row for Comprehensive Financial Consultants Institutional, Inc. 8,873 $1.12M 0.33% new 13F-HR Timeline Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 8,866 $1.12M 0.03% -1,851 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 8,856 $1.12M 0.12% -481 13F-HR Timeline First National Trust Co More: the full row for First National Trust Co 8,859 $1.12M 0.04% -39 13F-HR Timeline Compass Ion Advisors, LLC More: the full row for Compass Ion Advisors, LLC 8,856 $1.12M 0.11% -1,341 13F-HR Timeline CRAWFORD INVESTMENT COUNSEL INC More: the full row for CRAWFORD INVESTMENT COUNSEL INC 8,806 $1.11M 0.02% -56 13F-HR Timeline PRELUDE CAPITAL MANAGEMENT, LLC More: the full row for PRELUDE CAPITAL MANAGEMENT, LLC 8,791 $1.11M 0.09% -417 13F-HR Timeline HIMENSION CAPITAL (SINGAPORE) PTE. LTD. More: the full row for HIMENSION CAPITAL (SINGAPORE) PTE. LTD. 8,755 $1.11M 0.08% new 13F-HR Timeline Formuepleje A/S More: the full row for Formuepleje A/S 8,645 $1.09M 0.1% -19,263 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 8,632 $1.09M 0.09% +150 13F-HR Timeline EntryPoint Capital, LLC More: the full row for EntryPoint Capital, LLC 8,615 $1.09M 0.32% +3,068 13F-HR Timeline EVOLVE PRIVATE WEALTH, LLC More: the full row for EVOLVE PRIVATE WEALTH, LLC 8,561 $1.08M 0.06% +1,828 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 8,560 $1.08M 0.07% -3,362 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 8,556 $1.08M 0.06% +465 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 8,540 $1.08M 0.01% +2,498 13F-HR Timeline Strong Tower Advisory Services More: the full row for Strong Tower Advisory Services 8,450 $1.07M 0.2% -2,480 13F-HR Timeline Canopy Partners, LLC More: the full row for Canopy Partners, LLC 8,420 $1.06M 0.36% -1,545 13F-HR Timeline Hutchens & Kramer Investment Management… More: the full row for Hutchens & Kramer Investment Management Group, LLC 8,382 $1.06M 0.33% -1,427 13F-HR Timeline Cornerstone Wealth Group, LLC More: the full row for Cornerstone Wealth Group, LLC 6,960 $1.06M 0.07% +591 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 8,249 $1.06M 0.02% +377 13F-HR Timeline CONTRAVISORY INVESTMENT MANAGEMENT, INC. More: the full row for CONTRAVISORY INVESTMENT MANAGEMENT, INC. 8,357 $1.06M 0.22% +2,846 13F-HR Timeline Curat Global, LLC More: the full row for Curat Global, LLC 8,336 $1.05M 1.04% 0 13F-HR Timeline Supplemental Annuity Collective Trust o… More: the full row for Supplemental Annuity Collective Trust of NJ 8,288 $1.05M 0.3% new 13F-HR Timeline Resurgent Financial Advisors LLC More: the full row for Resurgent Financial Advisors LLC 8,276 $1.05M 0.38% new 13F-HR Timeline Radnor Capital Management, LLC More: the full row for Radnor Capital Management, LLC 8,224 $1.04M 0.15% 0 13F-HR Timeline Cambria Investment Management, L.P. More: the full row for Cambria Investment Management, L.P. 8,221 $1.04M 0.06% -690 13F-HR Timeline WALTER & KEENAN WEALTH MANAGEMENT LLC /… More: the full row for WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV 8,197 $1.04M 0.29% -4 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 8,128 $1.03M 0.02% -3,523 13F-HR Timeline Live Oak Investment Partners More: the full row for Live Oak Investment Partners 8,091 $1.02M 0.6% new 13F-HR Timeline WESPAC Advisors, LLC More: the full row for WESPAC Advisors, LLC 8,073 $1.02M 0.56% +911 13F-HR Timeline SMART Wealth LLC More: the full row for SMART Wealth LLC 8,032 $1.01M 0.3% -6,484 13F-HR Timeline Ally Financial Inc. in group Ally Financial Inc. More: the full row for Ally Financial Inc. 8,000 $1.01M 0.13% new 13F-HR Timeline Group Koss-Olinger Consulting, LLC More: the full row for Koss-Olinger Consulting, LLC 8,000 $1.01M 0.08% -15 13F-HR Timeline SIH Partners, LLLP in group SIH Partners, LLLP More: the full row for SIH Partners, LLLP 7,950 $1M 0.03% new 13F-HR Timeline Group Blue Trust, Inc. More: the full row for Blue Trust, Inc. 7,922 $1M 0.01% -10,216 13F-HR Timeline Perpetual Ltd in group Perpetual Ltd More: the full row for Perpetual Ltd 7,876 $995K 0.02% +1,307 13F-HR Timeline Group Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 7,868 $994K 0.04% +373 13F-HR/A Timeline Greenland Capital Management LP More: the full row for Greenland Capital Management LP 7,850 $992K 0.2% -194 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 7,839 $990K 0.05% +328 13F-HR Timeline Pekao Towarzystwo Funduszy Inwestycyjny… More: the full row for Pekao Towarzystwo Funduszy Inwestycyjnych S.A. 7,781 $983K 0.73% new 13F-HR Timeline PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 7,771 $982K 0.01% +202 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 7,679 $981K 0.07% +1,845 13F-HR Timeline Strategic Wealth Investment Group, LLC More: the full row for Strategic Wealth Investment Group, LLC 7,758 $980K 0.12% -430 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 7,666 $971K 0.02% +284 13F-HR Timeline Silphium Asset Management Ltd in group Silphium Asset Management Ltd More: the full row for Silphium Asset Management Ltd 7,620 $963K 0.36% -2,280 13F-HR Timeline Group LORING WOLCOTT & COOLIDGE FIDUCIARY ADV… More: the full row for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 6,830 $961K 0.01% -180 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 7,605 $961K 0.02% -7,385 13F-HR/A Timeline WealthPlan Investment Management, LLC More: the full row for WealthPlan Investment Management, LLC 7,604 $961K 0.05% +2,922 13F-HR Timeline Jackson Creek Investment Advisors LLC More: the full row for Jackson Creek Investment Advisors LLC 7,590 $959K 0.28% +2 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 7,587 $959K 0.04% -124 13F-HR Timeline NATURAL INVESTMENTS, LLC More: the full row for NATURAL INVESTMENTS, LLC 7,557 $954K 0.24% +69 13F-HR Timeline FISHMAN JAY A LTD/MI More: the full row for FISHMAN JAY A LTD/MI 7,550 $954K 0.09% +170 13F-HR Timeline Tranquility Partners, LLC More: the full row for Tranquility Partners, LLC 7,496 $947K 0.36% -5,577 13F-HR Timeline Meadowbrook Advisors Group, LLC More: the full row for Meadowbrook Advisors Group, LLC 7,496 $947K 0.56% -144 13F-HR Timeline Charter Capital Management, LLC\DE More: the full row for Charter Capital Management, LLC\DE 7,486 $946K 0.47% -852 13F-HR Timeline Alphadyne Asset Management LP More: the full row for Alphadyne Asset Management LP 7,474 $944K 0.12% +2,459 13F-HR Timeline Gryphon Financial Partners LLC More: the full row for Gryphon Financial Partners LLC 7,457 $942K 0.1% +1,466 13F-HR Timeline Blue Edge Capital, LLC More: the full row for Blue Edge Capital, LLC 7,454 $942K 0.13% -654 13F-HR Timeline First National Bank of Mount Dora, Trus… More: the full row for First National Bank of Mount Dora, Trust Investment Services 7,451 $941K 0.2% -1,652 13F-HR Timeline Tyche Wealth Partners LLC More: the full row for Tyche Wealth Partners LLC 7,448 $941K 0.15% +29 13F-HR Timeline WealthBridge Capital Management, LLC More: the full row for WealthBridge Capital Management, LLC 7,425 $938K 0.22% -1,644 13F-HR Timeline Veery Capital, LLC More: the full row for Veery Capital, LLC 7,423 $938K 0.29% -9 13F-HR Timeline J. Safra Sarasin Holding AG in group J. Safra Sarasin Holding AG More: the full row for J. Safra Sarasin Holding AG 7,400 $934K 0.02% -446 13F-HR Timeline Group Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 7,388 $934K 0.04% +427 13F-HR Timeline Watchtower Advisors, LP More: the full row for Watchtower Advisors, LP 7,378 $932K 0.66% -92,622 13F-HR Timeline WBH ADVISORY INC More: the full row for WBH ADVISORY INC 7,285 $930K 0.07% -135 13F-HR Timeline Astoria Portfolio Advisors LLC. More: the full row for Astoria Portfolio Advisors LLC. 6,244 $928K 0.2% +102 13F-HR Timeline CNB Bank More: the full row for CNB Bank 7,329 $926K 0.39% -188 13F-HR Timeline DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 7,306 $925K 0.2% -716 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 7,751 $924K 0.06% -7,299 13F-HR Timeline Opes Wealth Management LLC More: the full row for Opes Wealth Management LLC 7,264 $918K 0.16% -1,085 13F-HR Timeline Peloton Wealth Strategists More: the full row for Peloton Wealth Strategists 7,200 $910K 0.37% new 13F-HR Timeline 111 Capital More: the full row for 111 Capital 7,114 $899K 0.22% +4 13F-HR Timeline SANDLER CAPITAL MANAGEMENT More: the full row for SANDLER CAPITAL MANAGEMENT 7,100 $897K 0.61% -22,971 13F-HR Timeline Quadcap Wealth Management, LLC More: the full row for Quadcap Wealth Management, LLC 7,090 $896K 0.1% -275 13F-HR Timeline Advance Capital Management, Inc. More: the full row for Advance Capital Management, Inc. 7,068 $893K 0.03% +86 13F-HR Timeline Connor, Clark & Lunn Investment Managem… More: the full row for Connor, Clark & Lunn Investment Management Ltd. 7,062 $892K <0.01% -34,931 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 7,056 $892K 0.03% -34,708 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 7,026 $888K 0.06% +429 13F-HR Timeline Hingham Institution for Savings More: the full row for Hingham Institution for Savings 7,000 $884K 0.78% new 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 6,987 $883K 0.02% -13,475 13F-HR Timeline Samara Investment Management, LLC More: the full row for Samara Investment Management, LLC 6,981 $882K 0.91% 13F-HR Timeline Clark Capital Management Group, Inc. More: the full row for Clark Capital Management Group, Inc. 6,978 $882K 0.01% +4,130 13F-HR Timeline Redmond Asset Management, LLC More: the full row for Redmond Asset Management, LLC 6,950 $878K 0.24% 0 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 6,921 $874K 0.02% -376 13F-HR Timeline Coign Capital Advisors LLC More: the full row for Coign Capital Advisors LLC 6,917 $874K 0.46% -142 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 6,915 $874K 0.02% -1,041 13F-HR Timeline Traynor Capital Management, Inc. More: the full row for Traynor Capital Management, Inc. 7,331 $873K 0.05% +1,216 13F-HR Timeline SAPIENT CAPITAL LLC More: the full row for SAPIENT CAPITAL LLC 6,895 $873K 0.01% new 13F-HR/A Timeline ASHTON THOMAS SECURITIES, LLC More: the full row for ASHTON THOMAS SECURITIES, LLC 6,908 $873K 0.11% +1,457 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 6,905 $872K 0.03% -41,852 13F-HR Timeline Group Vanguard Capital Wealth Advisors More: the full row for Vanguard Capital Wealth Advisors 6,900 $872K 0.81% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. LBP AM SA More: the full row for LBP AM SA 6,880 $869K 0.01% -17,478 13F-HR Timeline PARSONS CAPITAL MANAGEMENT INC/RI More: the full row for PARSONS CAPITAL MANAGEMENT INC/RI 6,830 $863K 0.04% +949 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 6,810 $862K 0.12% -738 13F-HR Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 6,814 $861K 0.1% new 13F-HR Timeline Heartland Bank & Trust Co More: the full row for Heartland Bank & Trust Co 6,799 $859K 0.19% -1,012 13F-HR Timeline Waterway Wealth Management, LLC More: the full row for Waterway Wealth Management, LLC 6,793 $858K 0.19% new 13F-HR Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 6,767 $855K 0.04% +603 13F-HR Timeline MAGNOLIA CAPITAL ADVISORS LLC More: the full row for MAGNOLIA CAPITAL ADVISORS LLC 6,716 $849K 0.17% -361 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 6,700 $847K 0.09% -208 13F-HR Timeline Parcion Private Wealth LLC More: the full row for Parcion Private Wealth LLC 6,682 $844K 0.05% +498 13F-HR Timeline CFO4Life Group, LLC More: the full row for CFO4Life Group, LLC 6,679 $844K 0.13% -28 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 6,669 $843K 0.05% +487 13F-HR Timeline Alteri Wealth LLC More: the full row for Alteri Wealth LLC 6,656 $841K 0.27% -98 13F-HR Timeline CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 6,637 $839K 0.1% -73 13F-HR Timeline Sivia Capital Partners, LLC More: the full row for Sivia Capital Partners, LLC 6,619 $836K 0.16% -2,485 13F-HR Timeline Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 6,605 $834K 0.05% +2,083 13F-HR Timeline JM2 Capital Inc. 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