TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 121,333 $2.66M <0.01% -25,384 13F-HR Timeline Group Brendel Financial Advisors LLC More: the full row for Brendel Financial Advisors LLC 120,611 $2.65M 1.48% +4,041 13F-HR Timeline Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 119,886 $2.63M 0.17% +939 13F-HR Timeline Group Squarepoint Ops LLC in group Squarepoint Ops LLC More: the full row for Squarepoint Ops LLC 119,229 $2.62M 0.01% -33,951 13F-HR/A Timeline Group Intellectus Partners, LLC More: the full row for Intellectus Partners, LLC 116,997 $2.57M 0.55% +21,648 13F-HR Timeline MAGNOLIA CAPITAL ADVISORS LLC More: the full row for MAGNOLIA CAPITAL ADVISORS LLC 115,595 $2.54M 0.64% -10,369 13F-HR Timeline BankPlus Trust Department group of 2 filers holding More: the full row for BankPlus Trust Department 115,037 $2.53M +7,939 Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 111,107 $2.44M <0.01% +8,732 13F-HR Timeline Group J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 109,072 $2.4M 0.05% +13,341 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 109,083 $2.39M 0.03% -230 13F-HR Timeline Palogic Value Management, L.P. More: the full row for Palogic Value Management, L.P. 108,124 $2.37M 1% +1,359 13F-HR Timeline Sculati Wealth Management, LLC More: the full row for Sculati Wealth Management, LLC 107,456 $2.36M 0.89% -3,989 13F-HR Timeline JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 107,002 $2.35M 0.02% +29,443 13F-HR Timeline WCG Wealth Advisors LLC More: the full row for WCG Wealth Advisors LLC 106,756 $2.34M 0.15% new 13F-HR Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 104,924 $2.3M 0.44% +2,531 13F-HR Timeline Union Bancaire Privee, UBP SA More: the full row for Union Bancaire Privee, UBP SA 102,777 $2.26M 0.03% +4,972 13F-HR Timeline FourThought Financial Partners, LLC More: the full row for FourThought Financial Partners, LLC 101,062 $2.22M 0.22% +13,986 13F-HR Timeline Jaffetilchin Investment Partners, LLC More: the full row for Jaffetilchin Investment Partners, LLC 100,795 $2.21M 0.14% -5,403 13F-HR Timeline PUBLIC EMPLOYEES RETIREMENT SYSTEM OF O… More: the full row for PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 100,374 $2.2M 0.01% 0 13F-HR Timeline Callodine Capital Management, LP More: the full row for Callodine Capital Management, LP 100,000 $2.2M 0.23% 0 13F-HR Timeline S&T Bank/PA More: the full row for S&T Bank/PA 98,791 $2.17M 0.66% -11,551 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 94,072 $2.11M 0.03% -4,434 13F-HR Timeline NISSAY ASSET MANAGEMENT CORP /JAPAN More: the full row for NISSAY ASSET MANAGEMENT CORP /JAPAN 94,090 $2.07M 0.01% -11,873 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 92,384 $2.03M 0.04% 0 13F-HR Timeline United Advisor Group, LLC More: the full row for United Advisor Group, LLC 92,269 $2.03M 0.35% -168 13F-HR Timeline EAGLE GLOBAL ADVISORS LLC More: the full row for EAGLE GLOBAL ADVISORS LLC 91,985 $2.02M 0.08% 0 13F-HR Timeline CARDIFF PARK ADVISORS, LLC More: the full row for CARDIFF PARK ADVISORS, LLC 91,894 $2.02M 0.17% +1,774 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 91,300 $2M 0.13% +45,944 13F-HR Timeline Plan Group Financial, LLC More: the full row for Plan Group Financial, LLC 90,612 $1.99M 0.65% -8,030 13F-HR Timeline Stonebridge Financial Planning Group, L… More: the full row for Stonebridge Financial Planning Group, LLC 90,494 $1.99M 0.83% +2,345 13F-HR Timeline Eagle Bay Advisors LLC More: the full row for Eagle Bay Advisors LLC 90,318 $1.98M 1.64% -214 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 89,253 $1.96M 0.02% -786 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 89,101 $1.96M 0.06% -23,703 13F-HR Timeline STABLEFORD CAPITAL II LLC More: the full row for STABLEFORD CAPITAL II LLC 84,025 $1.94M 0.73% -718 13F-HR Timeline MILLENNIUM MANAGEMENT LLC in group MILLENNIUM MANAGEMENT LLC More: the full row for MILLENNIUM MANAGEMENT LLC 88,419 $1.94M <0.01% -1,744 13F-HR Timeline Group Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 88,226 $1.94M 0.04% +4,012 13F-HR Timeline Group Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 86,805 $1.91M 0.03% +6,114 13F-HR Timeline M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 86,534 $1.9M 0.01% 0 13F-HR Timeline Group MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 86,348 $1.9M <0.01% -15,355 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 85,955 $1.89M 0.04% +68,184 13F-HR Timeline MACQUARIE GROUP LTD in group MACQUARIE GROUP LTD More: the full row for MACQUARIE GROUP LTD 85,300 $1.87M <0.01% 0 13F-HR Timeline Group Zuckerman Investment Group, LLC More: the full row for Zuckerman Investment Group, LLC 85,017 $1.87M 0.18% -15,233 13F-HR Timeline MBM WEALTH CONSULTANTS, LLC More: the full row for MBM WEALTH CONSULTANTS, LLC 84,716 $1.86M 0.5% +7,017 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 84,127 $1.85M 0.01% -14,945 13F-HR/A Timeline Group Bank of New Hampshire More: the full row for Bank of New Hampshire 83,457 $1.83M 0.46% +2,150 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 83,001 $1.82M <0.01% -61,341 13F-HR Timeline Group Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 82,941 $1.82M 0.04% +2,785 13F-HR Timeline Group Brown Miller Wealth Management, LLC More: the full row for Brown Miller Wealth Management, LLC 81,023 $1.78M 0.55% +1,656 13F-HR Timeline Transce3nd, LLC More: the full row for Transce3nd, LLC 81,009 $1.78M 0.75% -2,687 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 79,504 $1.75M 0.19% -1,920 13F-HR Timeline Ayrshire Capital Management LLC More: the full row for Ayrshire Capital Management LLC 79,049 $1.74M 0.83% +3,638 13F-HR Timeline Integras Partners LLC More: the full row for Integras Partners LLC 79,005 $1.73M 1.75% -3,514 13F-HR Timeline NATIONAL BANK OF CANADA /FI/ in group NATIONAL BANK OF CANADA /FI/ More: the full row for NATIONAL BANK OF CANADA /FI/ 78,269 $1.72M <0.01% +18,420 13F-HR/A Timeline Group MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 77,798 $1.71M <0.01% -1,044 13F-HR Timeline Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 77,629 $1.7M +9,658 Timeline RDA Financial Network More: the full row for RDA Financial Network 76,661 $1.68M 0.45% -2,183 13F-HR Timeline Texas Yale Capital Corp. 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More: the full row for GRIFFIN ASSET MANAGEMENT, INC. 68,636 $1.51M 0.18% +3,524 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 68,490 $1.5M 0.36% -1,488 13F-HR Timeline Engineers Gate Manager LP More: the full row for Engineers Gate Manager LP 67,729 $1.49M 0.02% new 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 67,430 $1.48M 0.09% +3,541 13F-HR Timeline Group Tidal Investments LLC in group Tidal Investments LLC More: the full row for Tidal Investments LLC 66,297 $1.46M 0.01% +1,456 13F-HR Timeline Group HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 66,205 $1.45M 0.05% +5,519 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 65,982 $1.45M 0.01% -8,009 13F-HR Timeline Midwest Professional Planners, LTD. More: the full row for Midwest Professional Planners, LTD. 65,771 $1.44M 0.38% +10,793 13F-HR Timeline Carnegie Lake Advisors LLC More: the full row for Carnegie Lake Advisors LLC 65,514 $1.44M 0.57% +517 13F-HR Timeline Permanens Capital L.P. More: the full row for Permanens Capital L.P. 65,128 $1.43M 0.2% new 13F-HR Timeline Legacy Capital Wealth Partners, LLC More: the full row for Legacy Capital Wealth Partners, LLC 64,767 $1.42M 0.32% -2,029 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 64,674 $1.42M 0.01% +57,567 13F-HR Timeline ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 64,605 $1.42M 0.09% -475 13F-HR Timeline TFG Advisers LLC More: the full row for TFG Advisers LLC 64,370 $1.41M 0.48% +2,507 13F-HR Timeline Family Manage LLC More: the full row for Family Manage LLC 64,084 $1.41M 0.21% -5,813 13F-HR Timeline CASCADE INVESTMENT GROUP, INC. More: the full row for CASCADE INVESTMENT GROUP, INC. 63,961 $1.4M 0.98% 0 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 63,751 $1.4M 0.05% -10,996 13F-HR Timeline Group Key Client Fiduciary Advisors, LLC More: the full row for Key Client Fiduciary Advisors, LLC 63,721 $1.4M 0.57% +2,116 13F-HR Timeline CERTIOR FINANCIAL GROUP, LLC More: the full row for CERTIOR FINANCIAL GROUP, LLC 63,718 $1.4M 1.07% -2,449 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 63,653 $1.4M 0.03% +25,278 13F-HR Timeline NAPLES GLOBAL ADVISORS, LLC More: the full row for NAPLES GLOBAL ADVISORS, LLC 63,585 $1.4M 0.12% +3,000 13F-HR Timeline Financial Gravity Companies, Inc. in group Financial Gravity Companies, … More: the full row for Financial Gravity Companies, Inc. 63,054 $1.38M 0.27% 13F-HR Timeline Group Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 63,025 $1.38M 0.12% -373 13F-HR Timeline DUNCKER STREETT & CO INC More: the full row for DUNCKER STREETT & CO INC 62,808 $1.38M 0.25% +142 13F-HR Timeline DELPHI MANAGEMENT INC /MA/ More: the full row for DELPHI MANAGEMENT INC /MA/ 62,699 $1.38M 1.33% -3,054 13F-HR Timeline AssuredPartners Investment Advisors, LLC More: the full row for AssuredPartners Investment Advisors, LLC 62,277 $1.37M 0.33% -991 13F-HR Timeline WealthPlan Investment Management, LLC More: the full row for WealthPlan Investment Management, LLC 62,276 $1.37M 0.1% +19,698 13F-HR Timeline Second Line Capital, LLC More: the full row for Second Line Capital, LLC 61,942 $1.36M 0.32% -7,836 13F-HR Timeline Linden Thomas Advisory Services, LLC More: the full row for Linden Thomas Advisory Services, LLC 61,023 $1.34M 0.15% +7,434 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 59,658 $1.31M 0.08% +111 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 59,428 $1.3M 0.05% -4,841 13F-HR Timeline HEALTHCARE OF ONTARIO PENSION PLAN TRUS… More: the full row for HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 58,839 $1.29M <0.01% -54,069 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 58,493 $1.28M 0.03% -3,121 13F-HR/A Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 58,476 $1.28M 0.02% +2,554 13F-HR Timeline Group Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 58,430 $1.28M 0.03% -49,489 13F-HR Timeline ProShare Advisors LLC More: the full row for ProShare Advisors LLC 57,997 $1.27M <0.01% -2,352 13F-HR Timeline Access Investment Management LLC More: the full row for Access Investment Management LLC 57,675 $1.27M 0.36% 13F-HR Timeline RIVERBRIDGE PARTNERS LLC More: the full row for RIVERBRIDGE PARTNERS LLC 57,447 $1.26M 0.02% +2,206 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 57,422 $1.26M 0.06% +2,527 13F-HR Timeline Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 57,110 $1.25M 0.05% -3,675 13F-HR Timeline Lantz Financial LLC More: the full row for Lantz Financial LLC 56,668 $1.24M 0.31% -637 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 56,525 $1.24M 0.02% -1,862 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 56,355 $1.24M 0.04% +2,903 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 55,062 $1.21M 0.07% -1,150 13F-HR Timeline Baldwin Investment Management, LLC More: the full row for Baldwin Investment Management, LLC 54,667 $1.2M 0.14% -297 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 54,373 $1.19M 0.02% +1,500 13F-HR/A Timeline Tempus Wealth Planning, LLC More: the full row for Tempus Wealth Planning, LLC 53,642 $1.18M 0.29% 0 13F-HR Timeline FLC Capital Advisors More: the full row for FLC Capital Advisors 53,620 $1.18M 0.24% -6,946 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 51,992 $1.18M 0.02% +1,352 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 53,437 $1.17M <0.01% -1,074,505 13F-HR Timeline Group Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 52,858 $1.16M 0.09% 13F-HR Timeline Mirae Asset Global Investments Co., Ltd. in group Mirae Asset Global Investment… More: the full row for Mirae Asset Global Investments Co., Ltd. 52,500 $1.15M <0.01% +4,660 13F-HR Timeline Group Accel Wealth Management More: the full row for Accel Wealth Management 51,410 $1.13M 0.38% +1,064 13F-HR Timeline JBR Co Financial Management Inc More: the full row for JBR Co Financial Management Inc 51,155 $1.12M 0.55% +3,485 13F-HR Timeline M Holdings Securities, Inc. More: the full row for M Holdings Securities, Inc. 50,907 $1.12M 0.19% +344 13F-HR Timeline C2C Wealth Management, LLC More: the full row for C2C Wealth Management, LLC 50,600 $1.11M 1.01% 0 13F-HR Timeline Beverly Hills Private Wealth, LLC More: the full row for Beverly Hills Private Wealth, LLC 50,584 $1.11M 0.21% -337 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 50,579 $1.11M 0.06% +8,868 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 50,054 $1.1M 0.02% -9,644 13F-HR Timeline CASTLE WEALTH MANAGEMENT LLC More: the full row for CASTLE WEALTH MANAGEMENT LLC 49,999 $1.1M 0.4% +301 13F-HR Timeline Independent Wealth Network Inc. More: the full row for Independent Wealth Network Inc. 49,754 $1.09M 0.4% -20 13F-HR Timeline SteelPeak Wealth, LLC More: the full row for SteelPeak Wealth, LLC 49,184 $1.08M 0.04% +1,721 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 49,100 $1.08M 0.04% +9,562 13F-HR Timeline Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 48,431 $1.06M <0.01% +27,161 13F-HR Timeline Global Wealth Management Investment Adv… More: the full row for Global Wealth Management Investment Advisory, Inc. 48,387 $1.06M 0.2% +3,670 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 48,046 $1.06M 0.01% +6,852 13F-HR Timeline Jain Global LLC More: the full row for Jain Global LLC 48,000 $1.05M 0.02% new 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 47,735 $1.05M 0.02% -200 13F-HR Timeline Group COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 47,312 $1.04M 0.01% -1,521 13F-HR Timeline Group StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 47,150 $1.04M 0.05% +1,748 13F-HR Timeline Group HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 46,737 $1.03M 0.03% -384 13F-HR Timeline First National Bank of Mount Dora, Trus… More: the full row for First National Bank of Mount Dora, Trust Investment Services 46,002 $1.01M 0.23% 0 13F-HR Timeline Inspire Advisors, LLC in group Inspire Investing, LLC More: the full row for Inspire Advisors, LLC 45,719 $1M 0.1% new 13F-HR Timeline Group Onyx Bridge Wealth Group LLC More: the full row for Onyx Bridge Wealth Group LLC 45,468 $998K 0.13% -1,161 13F-HR Timeline Texas Capital Bancshares Inc/TX More: the full row for Texas Capital Bancshares Inc/TX 44,569 $979K 0.35% 0 13F-HR Timeline Diversify Advisory Services, LLC group of 2 filers holding More: the full row for Diversify Advisory Services, LLC 43,386 $975K +28,269 Timeline Balboa Wealth Partners More: the full row for Balboa Wealth Partners 44,196 $971K 0.19% -901 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 43,757 $961K <0.01% -1,109 13F-HR Timeline Group CERTUITY, LLC More: the full row for CERTUITY, LLC 43,444 $954K 0.09% -2,403 13F-HR Timeline BRADLEY FOSTER & SARGENT INC/CT More: the full row for BRADLEY FOSTER & SARGENT INC/CT 43,328 $951K 0.01% new 13F-HR Timeline AXA S.A. in group AXA S.A. More: the full row for AXA S.A. 43,155 $948K <0.01% 0 13F-HR Timeline Group Port Capital LLC More: the full row for Port Capital LLC 43,000 $944K 0.04% 0 13F-HR Timeline Pasadena Private Wealth, LLC More: the full row for Pasadena Private Wealth, LLC 42,084 $924K 0.16% +17,334 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 41,873 $920K 0.03% +16,952 13F-HR Timeline BKM Wealth Management, LLC More: the full row for BKM Wealth Management, LLC 41,869 $919K 0.36% -252 13F-HR Timeline FLOYD FINANCIAL GROUP LLC More: the full row for FLOYD FINANCIAL GROUP LLC 40,822 $915K 0.85% new 13F-HR Timeline 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 41,586 $913K 0.65% +155 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 41,468 $911K 0.5% +41,464 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 41,442 $910K 0.06% +5,163 13F-HR Timeline BANK OZK More: the full row for BANK OZK 41,163 $904K 0.35% 0 13F-HR Timeline Arete Wealth Advisors, LLC More: the full row for Arete Wealth Advisors, LLC 40,744 $895K 0.06% -2,214 13F-HR Timeline Everstar Asset Management, LLC More: the full row for Everstar Asset Management, LLC 39,680 $871K 0.53% -900 13F-HR Timeline Westbourne Investment Advisors, Inc. More: the full row for Westbourne Investment Advisors, Inc. 39,396 $865K 0.26% new 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 39,093 $858K 0.06% +1,659 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 39,050 $858K 0.01% +7,214 13F-HR Timeline Group Mallini Complete Financial Planning LLC More: the full row for Mallini Complete Financial Planning LLC 38,058 $836K 1.06% +1,244 13F-HR Timeline Atria Wealth Solutions, Inc. More: the full row for Atria Wealth Solutions, Inc. 37,713 $831K 0.02% -107,498 13F-HR Timeline NewSquare Capital LLC More: the full row for NewSquare Capital LLC 37,066 $814K 0.06% -1,734 13F-HR Timeline WESPAC Advisors, LLC More: the full row for WESPAC Advisors, LLC 36,955 $812K 0.57% +1,238 13F-HR Timeline AllSquare Wealth Management LLC More: the full row for AllSquare Wealth Management LLC 36,954 $812K 0.46% -2,500 13F-HR Timeline Midwest Trust Co More: the full row for Midwest Trust Co 36,717 $806K 0.01% 13F-HR Timeline Measured Wealth Private Client Group, L… More: the full row for Measured Wealth Private Client Group, LLC 36,592 $804K 0.24% +39 13F-HR Timeline Global Assets Advisory, LLC More: the full row for Global Assets Advisory, LLC 35,954 $793K 0.31% -29,674 13F-HR Timeline Lewis Asset Management, LLC More: the full row for Lewis Asset Management, LLC 36,084 $792K 0.37% +6,054 13F-HR Timeline GUGGENHEIM CAPITAL LLC in group GUGGENHEIM CAPITAL LLC More: the full row for GUGGENHEIM CAPITAL LLC 35,501 $780K 0.01% +1,820 13F-HR Timeline Group Pinion Investment Advisors, LLC More: the full row for Pinion Investment Advisors, LLC 35,371 $777K 0.27% -34,247 13F-HR Timeline Ascent Capital Management, LLC More: the full row for Ascent Capital Management, LLC 34,705 $762K 0.68% +773 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 34,651 $761K 0.03% -6,602 13F-HR Timeline Group Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 34,532 $758K 0.02% -1,584 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 33,785 $742K 0.03% +785 13F-HR Timeline Group Watts Gwilliam & Co., LLC More: the full row for Watts Gwilliam & Co., LLC 34,438 $738K 0.12% +23,899 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. 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