Samjo Management, LLC More: the full row for Samjo Management, LLC 30,880 $684K 0.29% 0 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 30,452 $675K 0.04% +1,937 13F-HR Timeline Lewis Asset Management, LLC More: the full row for Lewis Asset Management, LLC 30,030 $665K 0.55% +975 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 30,009 $665K 0.02% 0 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 30,000 $665K 0.01% 0 13F-HR Timeline Group MCDONALD PARTNERS LLC More: the full row for MCDONALD PARTNERS LLC 29,836 $661K 0.17% +142 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 29,607 $656K 0.03% -1,950 13F-HR Timeline Values Added Financial LLC More: the full row for Values Added Financial LLC 29,559 $655K 0.36% +1,579 13F-HR Timeline AA Financial Advisors, LLC More: the full row for AA Financial Advisors, LLC 29,315 $650K 0.16% 0 13F-HR Timeline Nicholas Hoffman & Company, LLC. More: the full row for Nicholas Hoffman & Company, LLC. 28,903 $640K 0.02% -898 13F-HR/A Timeline The filing omitted confidential holdings, a later amendment may add them. Quad-Cities Investment Group, LLC More: the full row for Quad-Cities Investment Group, LLC 28,876 $640K 0.32% -191 13F-HR Timeline Palacios Wealth Management, LLC More: the full row for Palacios Wealth Management, LLC 28,655 $635K 0.47% -55 13F-HR Timeline Hudson Capital Management LLC More: the full row for Hudson Capital Management LLC 28,568 $633K 0.19% 0 13F-HR Timeline Aurora Private Wealth, Inc. More: the full row for Aurora Private Wealth, Inc. 28,547 $633K 0.51% +385 13F-HR/A Timeline Whitener Capital Management, Inc. More: the full row for Whitener Capital Management, Inc. 28,092 $623K 0.18% -1,494 13F-HR Timeline Empowered Funds, LLC More: the full row for Empowered Funds, LLC 27,655 $613K 0.01% +16,128 13F-HR Timeline AUA CAPITAL MANAGEMENT, LLC More: the full row for AUA CAPITAL MANAGEMENT, LLC 27,590 $611K 0.4% 0 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 27,543 $610K 0.01% +15,813 13F-HR Timeline MRP Capital Investments, LLC More: the full row for MRP Capital Investments, LLC 27,205 $603K 0.56% -2,250 13F-HR Timeline Western Financial Corp/CA More: the full row for Western Financial Corp/CA 26,961 $597K 0.35% +574 13F-HR Timeline Navis Wealth Advisors, LLC More: the full row for Navis Wealth Advisors, LLC 26,872 $595K 0.58% +339 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 29,907 $595K 0.03% +121 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 26,672 $591K 0.02% +1,568 13F-HR Timeline Formidable Asset Management, LLC More: the full row for Formidable Asset Management, LLC 26,050 $577K 0.1% -901 13F-HR Timeline BIP Wealth, LLC More: the full row for BIP Wealth, LLC 25,433 $564K 0.04% -767 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 25,398 $563K 0.05% -22,293 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 25,318 $561K 0.01% 0 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 24,921 $552K 0.02% +3,492 13F-HR Timeline SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 24,847 $551K 0.03% new 13F-HR Timeline Pasadena Private Wealth, LLC More: the full row for Pasadena Private Wealth, LLC 24,750 $548K 0.11% new 13F-HR Timeline Trek Financial, LLC More: the full row for Trek Financial, LLC 24,715 $548K 0.04% -4,244 13F-HR Timeline Fiduciary Group, LLC More: the full row for Fiduciary Group, LLC 24,512 $543K 0.05% +2,661 13F-HR Timeline FSA Advisors, Inc. More: the full row for FSA Advisors, Inc. 24,369 $540K 0.43% new 13F-HR Timeline SG Americas Securities, LLC More: the full row for SG Americas Securities, LLC 24,361 $540K <0.01% +666 13F-HR Timeline Amitell Capital Pte Ltd More: the full row for Amitell Capital Pte Ltd 24,366 $540K 0.42% 0 13F-HR Timeline Ethos Financial Group, LLC More: the full row for Ethos Financial Group, LLC 24,201 $532K 0.05% +10,053 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 24,021 $532K 0.01% -4,774 13F-HR Timeline Group Monument Capital Management More: the full row for Monument Capital Management 24,022 $532K 0.16% -2,160 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 23,626 $524K 0.01% -1,140 13F-HR Timeline MBL Wealth, LLC More: the full row for MBL Wealth, LLC 23,316 $517K 0.05% -7,000 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 23,000 $510K 0.02% 0 13F-HR/A Timeline Parcion Private Wealth LLC More: the full row for Parcion Private Wealth LLC 22,982 $509K 0.04% 0 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 22,976 $509K 0.05% +4,398 13F-HR Timeline CARY STREET PARTNERS FINANCIAL LLC in group CARY STREET PARTNERS ASSET MA… More: the full row for CARY STREET PARTNERS FINANCIAL LLC 22,730 $504K 0.02% -5,620 13F-HR Timeline Group MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 22,631 $502K 0.05% +9,242 13F-HR/A Timeline LeClair Wealth Partners LLC More: the full row for LeClair Wealth Partners LLC 22,487 $498K 0.36% 0 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 22,235 $493K 0.04% new 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 22,206 $492K <0.01% +5,802 13F-HR Timeline Group Hamilton Capital Partners Inc. More: the full row for Hamilton Capital Partners Inc. 22,100 $490K 0.03% -14,100 13F-HR Timeline DCM Advisors, LLC More: the full row for DCM Advisors, LLC 22,443 $490K 0.26% +319 13F-HR Timeline PCG Wealth Advisors, LLC More: the full row for PCG Wealth Advisors, LLC 22,024 $488K 0.17% +1,771 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 21,804 $485K 0.04% -10,079 13F-HR/A Timeline NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 21,790 $483K <0.01% -918,956 13F-HR Timeline Group Prostatis Group LLC More: the full row for Prostatis Group LLC 21,768 $482K 0.15% +457 13F-HR Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 21,619 $479K 0.04% -2,247 13F-HR Timeline WOLVERINE TRADING, LLC More: the full row for WOLVERINE TRADING, LLC 21,603 $478K 0.02% new 13F-HR Timeline Garden State Investment Advisory Servic… More: the full row for Garden State Investment Advisory Services LLC 21,540 $477K 0.15% 0 13F-HR Timeline DARK FOREST CAPITAL MANAGEMENT LP More: the full row for DARK FOREST CAPITAL MANAGEMENT LP 21,514 $477K 0.02% +710 13F-HR Timeline BARD ASSOCIATES INC More: the full row for BARD ASSOCIATES INC 21,384 $474K 0.18% 0 13F-HR Timeline GENTRY PRIVATE WEALTH, LLC More: the full row for GENTRY PRIVATE WEALTH, LLC 21,365 $473K 0.39% new 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 21,362 $472K 0.04% +7,223 13F-HR/A Timeline Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 21,270 $471K <0.01% +5,923 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 21,147 $469K 0.02% +7,095 13F-HR Timeline First Affirmative Financial Network More: the full row for First Affirmative Financial Network 21,081 $467K 0.29% +466 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 21,040 $466K 0.05% +166 13F-HR Timeline Trueblood Wealth Management, LLC More: the full row for Trueblood Wealth Management, LLC 20,996 $465K 0.22% +2,283 13F-HR Timeline INTREPID CAPITAL MANAGEMENT INC More: the full row for INTREPID CAPITAL MANAGEMENT INC 20,959 $464K 0.23% +750 13F-HR Timeline Prossimo Advisors, LLC More: the full row for Prossimo Advisors, LLC 20,936 $464K 0.35% 0 13F-HR Timeline WORLD EQUITY GROUP, INC. More: the full row for WORLD EQUITY GROUP, INC. 21,832 $463K 0.13% new 13F-HR Timeline ROMAN BUTLER FULLERTON & CO More: the full row for ROMAN BUTLER FULLERTON & CO 22,782 $460K 0.18% +167 13F-HR Timeline Platform Technology Partners More: the full row for Platform Technology Partners 20,563 $456K 0.13% -6,887 13F-HR Timeline KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 20,433 $453K <0.01% 0 13F-HR Timeline Group Calydon Capital More: the full row for Calydon Capital 20,375 $452K 0.08% +500 13F-HR Timeline Future Financial Wealth Managment LLC More: the full row for Future Financial Wealth Managment LLC 20,300 $450K 0.33% +500 13F-HR Timeline Heritage Trust Co More: the full row for Heritage Trust Co 20,185 $447K 0.05% 0 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 20,141 $446K 0.01% +302 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 20,055 $444K 0.01% -2,980 13F-HR Timeline TCTC Holdings, LLC in group TCTC Holdings, LLC More: the full row for TCTC Holdings, LLC 20,000 $443K 0.02% 0 13F-HR Timeline Group PARK CIRCLE Co More: the full row for PARK CIRCLE Co 20,000 $443K 0.39% 0 13F-HR Timeline Black Swift Group, LLC More: the full row for Black Swift Group, LLC 20,000 $443K 0.1% new 13F-HR Timeline VERUS CAPITAL PARTNERS, LLC More: the full row for VERUS CAPITAL PARTNERS, LLC 19,995 $443K 0.04% +900 13F-HR/A Timeline Xcel Wealth Management, LLC More: the full row for Xcel Wealth Management, LLC 19,900 $441K 0.14% +3,550 13F-HR Timeline Wealth Alliance Advisory Group, LLC More: the full row for Wealth Alliance Advisory Group, LLC 19,852 $440K 0.09% 0 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 19,633 $435K 0.06% +385 13F-HR/A Timeline Baron Financial Group, LLC More: the full row for Baron Financial Group, LLC 19,581 $434K 0.27% +274 13F-HR Timeline EIGHT 31 FINANCIAL, LLC More: the full row for EIGHT 31 FINANCIAL, LLC 19,511 $432K 0.28% +281 13F-HR Timeline Redmond Asset Management, LLC More: the full row for Redmond Asset Management, LLC 19,395 $430K 0.11% 0 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 19,295 $428K 0.01% -8,137 13F-HR Timeline GREAT VALLEY ADVISOR GROUP, INC. in group GREAT VALLEY ADVISOR GROUP, I… More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 19,275 $427K 0.01% +2,736 13F-HR Timeline Group Financial Advocates Investment Manageme… More: the full row for Financial Advocates Investment Management 19,213 $426K 0.03% -1,700 13F-HR Timeline MERIDIAN INVESTMENT COUNSEL INC. More: the full row for MERIDIAN INVESTMENT COUNSEL INC. 19,200 $425K 0.13% 0 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 19,119 $424K 0.01% -736 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 19,000 $421K 0.02% -181 13F-HR Timeline Morningstar Investment Management LLC in group Morningstar Investment Manage… More: the full row for Morningstar Investment Management LLC 18,669 $414K 0.04% new 13F-HR Timeline Group Cyndeo Wealth Partners, LLC More: the full row for Cyndeo Wealth Partners, LLC 18,680 $414K 0.03% -468 13F-HR Timeline Cypress Wealth Services, LLC More: the full row for Cypress Wealth Services, LLC 18,642 $413K 0.08% +215 13F-HR Timeline Generation Capital Management LLC More: the full row for Generation Capital Management LLC 18,600 $412K 0.37% -150 13F-HR Timeline Tradition Wealth Management, LLC More: the full row for Tradition Wealth Management, LLC 18,584 $412K 0.04% +213 13F-HR Timeline Fortis Capital Advisors, LLC More: the full row for Fortis Capital Advisors, LLC 18,517 $410K 0.08% +1,232 13F-HR Timeline FULLCIRCLE WEALTH LLC More: the full row for FULLCIRCLE WEALTH LLC 19,071 $405K 0.17% new 13F-HR Timeline XML Financial, LLC More: the full row for XML Financial, LLC 18,009 $399K 0.04% +371 13F-HR Timeline Intrua Financial, LLC More: the full row for Intrua Financial, LLC 17,980 $398K 0.06% +2,377 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 17,771 $394K 0.01% +1,151 13F-HR Timeline LVW Advisors, LLC More: the full row for LVW Advisors, LLC 17,524 $388K 0.05% +118 13F-HR Timeline COMPASS CAPITAL CORP /MA/ /ADV More: the full row for COMPASS CAPITAL CORP /MA/ /ADV 17,196 $379K 0.2% 0 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 17,096 $379K <0.01% -1 13F-HR Timeline FAS Wealth Partners, Inc. More: the full row for FAS Wealth Partners, Inc. 17,086 $379K 0.03% -1,718 13F-HR Timeline Callahan Advisors, LLC More: the full row for Callahan Advisors, LLC 17,027 $377K 0.04% new 13F-HR Timeline DeepCurrents Investment Group LLC More: the full row for DeepCurrents Investment Group LLC 17,007 $377K 0.01% 0 13F-HR Timeline Castle Rock Wealth Management, LLC More: the full row for Castle Rock Wealth Management, LLC 16,963 $377K 0.1% 0 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 16,982 $376K <0.01% +1,396 13F-HR Timeline Group Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 16,943 $375K <0.01% +5,622 13F-HR Timeline Adaptive Financial Consulting, LLC More: the full row for Adaptive Financial Consulting, LLC 16,830 $373K 0.16% 0 13F-HR Timeline CTC Alternative Strategies, Ltd. More: the full row for CTC Alternative Strategies, Ltd. 16,800 $372K 0.46% new 13F-HR Timeline OPTIMUM INVESTMENT ADVISORS More: the full row for OPTIMUM INVESTMENT ADVISORS 16,749 $371K 0.17% -1,050 13F-HR Timeline CLARK FINANCIAL SERVICES GROUP INC … More: the full row for CLARK FINANCIAL SERVICES GROUP INC /BD 16,747 $371K 0.26% +6,543 13F-HR Timeline Fiduciary Alliance LLC More: the full row for Fiduciary Alliance LLC 16,720 $371K 0.04% -1,466 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 16,676 $370K 0.01% -1,036 13F-HR Timeline D L CARLSON INVESTMENT GROUP INC More: the full row for D L CARLSON INVESTMENT GROUP INC 16,528 $366K 0.07% -988 13F-HR Timeline LexAurum Advisors, LLC More: the full row for LexAurum Advisors, LLC 16,518 $366K 0.07% new 13F-HR Timeline Tyche Wealth Partners LLC More: the full row for Tyche Wealth Partners LLC 16,477 $365K 0.08% +22 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 16,502 $365K <0.01% +1,000 13F-HR Timeline Group Worth Asset Management, LLC More: the full row for Worth Asset Management, LLC 16,347 $362K 0.2% +429 13F-HR Timeline Kentucky Trust Co More: the full row for Kentucky Trust Co 16,328 $362K 0.22% +15 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 16,166 $358K 0.03% +3,063 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 16,050 $356K 0.01% -643 13F-HR Timeline JT Stratford LLC More: the full row for JT Stratford LLC 16,035 $355K 0.06% -1,239 13F-HR Timeline VAUGHAN NELSON INVESTMENT MANAGEMENT, L… More: the full row for VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. 15,950 $353K <0.01% 0 13F-HR Timeline TrueMark Investments, LLC in group TrueMark Investments, LLC More: the full row for TrueMark Investments, LLC 15,889 $352K 0.09% +5,097 13F-HR Timeline Group JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 15,776 $349K <0.01% +6,889 13F-HR/A Timeline Group Gradient Investments LLC in group Gradient Investments LLC More: the full row for Gradient Investments LLC 15,574 $345K 0.01% -4,930 13F-HR Timeline Group ACORN CREEK CAPITAL LLC More: the full row for ACORN CREEK CAPITAL LLC 15,408 $341K 0.17% +3,191 13F-HR Timeline DEUTSCHE BANK AG\ in group DEUTSCHE BANK AG\ More: the full row for DEUTSCHE BANK AG\ 15,340 $340K <0.01% -1,888 13F-HR Timeline Group WealthPLAN Partners, LLC More: the full row for WealthPLAN Partners, LLC 15,296 $339K 0.05% +36 13F-HR Timeline MOODY NATIONAL BANK TRUST DIVISION in group MOODY NATIONAL BANK TRUST DIV… More: the full row for MOODY NATIONAL BANK TRUST DIVISION 15,178 $336K 0.04% 0 13F-HR Timeline Group Merkkuri Wealth Advisors LLC More: the full row for Merkkuri Wealth Advisors LLC 15,117 $335K 0.29% 0 13F-HR Timeline Oregon Pacific Wealth Management, LLC More: the full row for Oregon Pacific Wealth Management, LLC 15,068 $334K 0.33% +389 13F-HR Timeline Firestone Capital Management More: the full row for Firestone Capital Management 14,850 $329K 0.09% 0 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 14,802 $328K 0.04% 0 13F-HR Timeline Severin Investments, LLC More: the full row for Severin Investments, LLC 14,779 $327K 0.33% +701 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 16,013 $327K 0.02% -263 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 14,615 $324K 0.02% -60 13F-HR Timeline O'ROURKE & COMPANY, Inc More: the full row for O'ROURKE & COMPANY, Inc 14,574 $323K 0.16% -49 13F-HR Timeline BECK CAPITAL MANAGEMENT, LLC More: the full row for BECK CAPITAL MANAGEMENT, LLC 14,512 $322K 0.09% -1,154 13F-HR Timeline Bridgefront Capital, LLC More: the full row for Bridgefront Capital, LLC 14,461 $320K 0.09% new 13F-HR Timeline Secure Asset Management, LLC More: the full row for Secure Asset Management, LLC 14,433 $320K 0.06% -586 13F-HR Timeline SCOTIA CAPITAL INC. More: the full row for SCOTIA CAPITAL INC. 14,350 $318K <0.01% -2,600 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 14,243 $316K 0.01% new 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 14,238 $316K <0.01% new 13F-HR Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 14,544 $314K <0.01% 0 13F-HR/A Timeline Group Millennium Capital Advisors, LLC More: the full row for Millennium Capital Advisors, LLC 14,135 $313K 0.23% 0 13F-HR Timeline Diversify Advisory Services, LLC group of 2 filers holding More: the full row for Diversify Advisory Services, LLC 15,117 $312K -15,744 Timeline NWF Advisory Services Inc. More: the full row for NWF Advisory Services Inc. 14,036 $311K 0.04% -4,069 13F-HR Timeline Highlander Partners, L.P. More: the full row for Highlander Partners, L.P. 14,000 $310K 0.19% 0 13F-HR Timeline Consolidated Portfolio Review Corp More: the full row for Consolidated Portfolio Review Corp 13,907 $308K 0.05% +4,093 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 13,808 $306K 0.01% +138 13F-HR Timeline Group Stonegate Investment Group, LLC More: the full row for Stonegate Investment Group, LLC 13,796 $306K 0.01% +2,644 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 13,677 $303K <0.01% -4,662 13F-HR Timeline Group Tyler-Stone Wealth Management More: the full row for Tyler-Stone Wealth Management 13,662 $303K 0.05% +260 13F-HR Timeline Caliber Wealth Management, LLC / KS More: the full row for Caliber Wealth Management, LLC / KS 13,629 $302K 0.04% 13F-HR Timeline CALTON & ASSOCIATES, INC. More: the full row for CALTON & ASSOCIATES, INC. 13,554 $300K 0.07% new 13F-HR/A Timeline Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 13,500 $299K 0.04% +277 13F-HR Timeline Meridian Wealth Advisors, LLC More: the full row for Meridian Wealth Advisors, LLC 13,500 $299K 0.05% 0 13F-HR Timeline Penbrook Management LLC More: the full row for Penbrook Management LLC 13,490 $299K 0.23% +2,600 13F-HR Timeline 5T Wealth, LLC More: the full row for 5T Wealth, LLC 13,444 $298K 0.17% -7,052 13F-HR Timeline Sage Investment Counsel LLC More: the full row for Sage Investment Counsel LLC 13,420 $297K 0.38% +30 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 13,373 $296K 0.01% +1,346 13F-HR Timeline Bay Colony Advisory Group, Inc d/b/a Ba… More: the full row for Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 13,374 $296K 0.05% -75 13F-HR Timeline Western Pacific Wealth Management, LP More: the full row for Western Pacific Wealth Management, LP 13,314 $295K 0.27% 0 13F-HR Timeline Douglass Winthrop Advisors, LLC More: the full row for Douglass Winthrop Advisors, LLC 13,065 $290K 0.01% +90 13F-HR Timeline Pinnacle Financial Partners Inc More: the full row for Pinnacle Financial Partners Inc 13,218 $289K 0.01% -2,420 13F-HR Timeline J.Safra Asset Management Corp More: the full row for J.Safra Asset Management Corp 13,043 $289K 0.02% +5,111 13F-HR/A Timeline Vanguard Personalized Indexing Manageme… in group VANGUARD GROUP INC More: the full row for Vanguard Personalized Indexing Management, LLC 13,042 $289K <0.01% -5,457 13F-HR Timeline Group COMMONS CAPITAL, LLC More: the full row for COMMONS CAPITAL, LLC 13,000 $288K 0.26% +3,000 13F-HR Timeline SEVEN MILE ADVISORY More: the full row for SEVEN MILE ADVISORY 13,000 $288K 0.19% 0 13F-HR Timeline KORNITZER CAPITAL MANAGEMENT INC /KS More: the full row for KORNITZER CAPITAL MANAGEMENT INC /KS 12,994 $288K 0.01% 0 13F-HR Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 12,919 $286K 0.02% +284 13F-HR Timeline Anfield Capital Management, LLC in group Anfield Capital Management, L… More: the full row for Anfield Capital Management, LLC 12,816 $284K 0.1% +1,127 13F-HR Timeline Group World Investment Advisors More: the full row for World Investment Advisors 12,718 $282K 0.01% +197 13F-HR Timeline TIAA TRUST, NATIONAL ASSOCIATION in group TIAA More: the full row for TIAA TRUST, NATIONAL ASSOCIATION 12,691 $281K <0.01% +1,287 13F-HR Timeline Group Autumn Glory Partners, LLC More: the full row for Autumn Glory Partners, LLC 12,535 $278K 0.14% 0 13F-HR Timeline Moloney Securities Asset Management, LLC More: the full row for Moloney Securities Asset Management, LLC 12,498 $277K 0.04% +2,909 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 12,484 $277K 0.02% 0 13F-HR Timeline Capital Management Associates, Inc More: the full row for Capital Management Associates, Inc 12,454 $276K 0.06% +2,490 13F-HR Timeline Virtue Capital Management, LLC More: the full row for Virtue Capital Management, LLC 12,445 $276K 0.03% new 13F-HR Timeline Cornerstone Advisory, LLC More: the full row for Cornerstone Advisory, LLC 13,267 $274K 0.03% +6 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 12,334 $273K <0.01% +3,554 13F-HR Timeline Group Dynamic Technology Lab Private Ltd More: the full row for Dynamic Technology Lab Private Ltd 12,330 $273K 0.04% new 13F-HR Timeline National Philanthropic Trust More: the full row for National Philanthropic Trust 12,291 $272K <0.01% new 13F-HR Timeline Jump Financial, LLC in group Jump Financial, LLC More: the full row for Jump Financial, LLC 12,204 $270K <0.01% -137,803 13F-HR/A Timeline Group Oakwell Private Wealth Management, LLC More: the full row for Oakwell Private Wealth Management, LLC 12,100 $268K 0.07% +1,000 13F-HR Timeline FULTON BREAKEFIELD BROENNIMAN LLC More: the full row for FULTON BREAKEFIELD BROENNIMAN LLC 12,082 $268K 0.02% 0 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 12,033 $267K 0.02% +1,533 13F-HR Timeline Florida Trust Wealth Management Co More: the full row for Florida Trust Wealth Management Co 12,000 $266K 0.01% 0 13F-HR Timeline VISTA INVESTMENT MANAGEMENT More: the full row for VISTA INVESTMENT MANAGEMENT 11,986 $266K 0.1% -1,563 13F-HR Timeline Clarus Wealth Advisors More: the full row for Clarus Wealth Advisors 12,667 $264K 0.14% new 13F-HR Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 11,828 $262K 0.02% +1,002 13F-HR Timeline BEACON INVESTMENT ADVISORY SERVICES, IN… More: the full row for BEACON INVESTMENT ADVISORY SERVICES, INC. 11,535 $256K 0.01% -6,524 13F-HR Timeline Ipswich Investment Management Co., Inc. More: the full row for Ipswich Investment Management Co., Inc. 11,450 $254K 0.06% 0 13F-HR Timeline Total Clarity Wealth Management, Inc. More: the full row for Total Clarity Wealth Management, Inc. 11,582 $254K 0.08% 0 13F-HR Timeline