Plancorp, LLC More: the full row for Plancorp, LLC 11,159 $245K 0.01% -167 13F-HR Timeline Stablepoint Partners, LLC More: the full row for Stablepoint Partners, LLC 11,135 $245K 0.04% +23 13F-HR Timeline CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 11,121 $244K 0.01% +2 13F-HR Timeline Oakwell Private Wealth Management, LLC More: the full row for Oakwell Private Wealth Management, LLC 11,100 $244K 0.06% -1,000 13F-HR Timeline Beaumont Financial Advisors, LLC More: the full row for Beaumont Financial Advisors, LLC 10,964 $241K 0.02% +148 13F-HR Timeline Accredited Investors Inc. More: the full row for Accredited Investors Inc. 10,955 $241K 0.01% 0 13F-HR Timeline Bleakley Financial Group, LLC More: the full row for Bleakley Financial Group, LLC 10,871 $239K 0.01% new 13F-HR Timeline REDMONT WEALTH ADVISORS LLC More: the full row for REDMONT WEALTH ADVISORS LLC 10,862 $239K 0.35% 0 13F-HR Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 10,830 $238K 0.02% -998 13F-HR Timeline Successful Portfolios LLC More: the full row for Successful Portfolios LLC 10,801 $237K 0.15% +690 13F-HR Timeline Banco Santander, S.A. in group Banco Santander, S.A. More: the full row for Banco Santander, S.A. 10,779 $237K <0.01% +229 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. Siligmueller & Norvid Wealth Advisors L… More: the full row for Siligmueller & Norvid Wealth Advisors LLC 10,200 $235K 0.09% 0 13F-HR Timeline Core Wealth Partners LLC More: the full row for Core Wealth Partners LLC 10,678 $234K 0.12% 0 13F-HR Timeline FLPUTNAM INVESTMENT MANAGEMENT CO More: the full row for FLPUTNAM INVESTMENT MANAGEMENT CO 10,629 $233K <0.01% +272 13F-HR Timeline Alpha Omega Wealth Management LLC More: the full row for Alpha Omega Wealth Management LLC 10,609 $233K 0.04% +216 13F-HR Timeline ELCO Management Co., LLC More: the full row for ELCO Management Co., LLC 10,600 $233K 0.12% -100 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 10,575 $232K <0.01% +152 13F-HR Timeline Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 10,572 $232K 0.05% -124 13F-HR Timeline Allie Family Office LLC More: the full row for Allie Family Office LLC 10,500 $231K 0.11% 0 13F-HR Timeline KLCM Advisors, Inc. More: the full row for KLCM Advisors, Inc. 10,370 $228K 0.02% 0 13F-HR Timeline Laidlaw Wealth Management LLC More: the full row for Laidlaw Wealth Management LLC 10,325 $227K 0.65% -300 13F-HR Timeline Dana Investment Advisors, Inc. More: the full row for Dana Investment Advisors, Inc. 10,319 $227K 0.01% 0 13F-HR Timeline WALLED LAKE PLANNING & WEALTH MANAGEMEN… More: the full row for WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC 10,318 $227K 0.07% +358 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 10,310 $226K <0.01% new 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 10,308 $226K 0.01% +286 13F-HR Timeline Group BURLING WEALTH PARTNERS, LLC More: the full row for BURLING WEALTH PARTNERS, LLC 10,287 $226K 0.04% -738 13F-HR Timeline Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 10,248 $225K 0.01% 0 13F-HR Timeline Camelot Portfolios, LLC More: the full row for Camelot Portfolios, LLC 10,200 $224K 0.13% -201 13F-HR Timeline Vanguard Personalized Indexing Manageme… in group VANGUARD GROUP INC More: the full row for Vanguard Personalized Indexing Management, LLC 10,184 $224K <0.01% -2,858 13F-HR Timeline Group KG Capital Management More: the full row for KG Capital Management 10,120 $222K 0.07% new 13F-HR Timeline Capital Management Associates, Inc More: the full row for Capital Management Associates, Inc 10,069 $221K 0.07% -2,385 13F-HR Timeline Annex Advisory Services, LLC More: the full row for Annex Advisory Services, LLC 10,055 $221K 0.01% +788 13F-HR Timeline BEACON INVESTMENT ADVISORY SERVICES, IN… More: the full row for BEACON INVESTMENT ADVISORY SERVICES, INC. 10,035 $220K 0.01% -1,500 13F-HR Timeline Financial Advocates Investment Manageme… More: the full row for Financial Advocates Investment Management 10,014 $220K 0.02% -9,199 13F-HR Timeline Madison Park Capital Advisors, LLC More: the full row for Madison Park Capital Advisors, LLC 10,000 $220K 0.18% 0 13F-HR Timeline Purkiss Capital Advisors LLC More: the full row for Purkiss Capital Advisors LLC 10,000 $220K 0.12% new 13F-HR Timeline FIRST TRUST ADVISORS LP in group FIRST TRUST ADVISORS LP More: the full row for FIRST TRUST ADVISORS LP 9,983 $219K <0.01% new 13F-HR Timeline Group CHAPIN DAVIS, INC. More: the full row for CHAPIN DAVIS, INC. 9,981 $219K 0.06% -326 13F-HR Timeline Teamwork Financial Advisors, LLC More: the full row for Teamwork Financial Advisors, LLC 9,969 $219K 0.03% -380 13F-HR Timeline FIRST CITIZENS BANK & TRUST CO More: the full row for FIRST CITIZENS BANK & TRUST CO 9,952 $219K <0.01% -62 13F-HR Timeline Left Brain Wealth Management, LLC More: the full row for Left Brain Wealth Management, LLC 9,795 $215K 0.08% -73,750 13F-HR Timeline Strategies Wealth Advisors, LLC More: the full row for Strategies Wealth Advisors, LLC 9,732 $214K 0.02% +193 13F-HR Timeline OBSIDIAN CIO, LLC More: the full row for OBSIDIAN CIO, LLC 9,728 $214K 0.03% +511 13F-HR Timeline Emergent Wealth Advisors, LLC More: the full row for Emergent Wealth Advisors, LLC 9,667 $212K 0.14% -200 13F-HR Timeline Ascentis Independent Advisors in group Ascentis Wealth Management, L… More: the full row for Ascentis Independent Advisors 9,649 $212K 0.04% -298 13F-HR Timeline Group Cannell & Spears LLC More: the full row for Cannell & Spears LLC 9,615 $211K <0.01% -100 13F-HR Timeline Marble Harbor Investment Counsel, LLC More: the full row for Marble Harbor Investment Counsel, LLC 9,550 $210K 0.02% -1,100 13F-HR Timeline UNIVEST FINANCIAL Corp in group UNIVEST FINANCIAL Corp More: the full row for UNIVEST FINANCIAL Corp 9,458 $208K 0.01% 0 13F-HR Timeline Group Moloney Securities Asset Management, LLC More: the full row for Moloney Securities Asset Management, LLC 9,434 $207K 0.03% -3,064 13F-HR Timeline Astoria Portfolio Advisors LLC. More: the full row for Astoria Portfolio Advisors LLC. 8,961 $206K 0.06% new 13F-HR Timeline Fulton Bank, N.A. More: the full row for Fulton Bank, N.A. 9,331 $205K 0.01% -166 13F-HR Timeline Blue Chip Partners, LLC More: the full row for Blue Chip Partners, LLC 9,303 $204K 0.02% new 13F-HR Timeline Cadence Bank More: the full row for Cadence Bank 9,265 $203K 0.01% +139 13F-HR Timeline QRG CAPITAL MANAGEMENT, INC. More: the full row for QRG CAPITAL MANAGEMENT, INC. 9,246 $203K <0.01% -2,082 13F-HR Timeline Clare Market Investments LLC More: the full row for Clare Market Investments LLC 9,240 $203K 0.05% +37 13F-HR Timeline CWS Financial Advisors, LLC More: the full row for CWS Financial Advisors, LLC 9,199 $202K 0.06% new 13F-HR Timeline Pinnacle Financial Partners Inc More: the full row for Pinnacle Financial Partners Inc 9,165 $201K <0.01% -4,053 13F-HR Timeline GSA CAPITAL PARTNERS LLP More: the full row for GSA CAPITAL PARTNERS LLP 9,115 $200K 0.01% new 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 8,954 $197K 0.01% +16 13F-HR Timeline Beacon Capital Management, LLC More: the full row for Beacon Capital Management, LLC 8,270 $182K 0.02% -1,264 13F-HR Timeline CHILTON CAPITAL MANAGEMENT LLC More: the full row for CHILTON CAPITAL MANAGEMENT LLC 8,000 $176K 0.01% 0 13F-HR Timeline Hurley Capital, LLC More: the full row for Hurley Capital, LLC 7,415 $163K 0.11% +1,585 13F-HR Timeline Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 7,178 $158K +3,540 Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 7,000 $154K 0.01% new 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 6,604 $145K 0.01% +129 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 6,465 $142K 0.03% 0 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 6,398 $140K 0.01% +4,766 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 6,361 $140K <0.01% 0 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 6,230 $137K <0.01% -846 13F-HR Timeline Group Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 6,161 $135K 0.01% 0 13F-HR Timeline Orion Capital Management LLC More: the full row for Orion Capital Management LLC 6,110 $134K 0.05% 0 13F-HR Timeline First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 6,013 $132K <0.01% +2,577 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 5,657 $124K <0.01% +2 13F-HR Timeline Group Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 5,636 $124K 0.01% +56 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 5,400 $119K 0.01% 0 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 5,246 $115K <0.01% +2,303 13F-HR Timeline Centennial Bank/AR/ in group Centennial Bank/AR/ More: the full row for Centennial Bank/AR/ 4,856 $107K 0.04% 0 13F-HR/A Timeline Group Bank Julius Baer & Co. Ltd, Zurich More: the full row for Bank Julius Baer & Co. Ltd, Zurich 4,791 $105K <0.01% +101 13F-HR/A Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 4,630 $102K 0.01% -15,003 13F-HR Timeline Luken Investment Analytics, LLC More: the full row for Luken Investment Analytics, LLC 4,600 $101K 0.04% 0 13F-HR Timeline OLIVER LAGORE VANVALIN INVESTMENT GROUP More: the full row for OLIVER LAGORE VANVALIN INVESTMENT GROUP 4,275 $94.7K 0.04% 13F-HR Timeline Cedar Wealth Management, LLC More: the full row for Cedar Wealth Management, LLC 4,302 $94.5K 0.03% 0 13F-HR Timeline DELTA ASSET MANAGEMENT LLC/TN More: the full row for DELTA ASSET MANAGEMENT LLC/TN 4,255 $93.4K 0.01% +3,385 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 4,244 $93.2K 0.04% -260 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 4,100 $90K <0.01% -50 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 3,895 $85.5K <0.01% -639 13F-HR Timeline Group TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 3,800 $85.4K 0.03% new 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 3,855 $84.7K <0.01% -139 13F-HR Timeline Group ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 3,596 $79K 0.01% +85 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 3,500 $76.9K <0.01% 0 13F-HR Timeline Group Catalyst Capital Advisors LLC More: the full row for Catalyst Capital Advisors LLC 3,500 $76.9K <0.01% new 13F-HR Timeline Security National Bank More: the full row for Security National Bank 3,470 $76.2K 0.01% +198 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 3,306 $72.9K <0.01% +90 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 3,263 $71.7K <0.01% +500 13F-HR Timeline Group ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 3,090 $67.8K 0.01% new 13F-HR/A Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 3,000 $65.9K <0.01% 0 13F-HR Timeline Group Jefferies Financial Group Inc. in group Jefferies Financial Group Inc. More: the full row for Jefferies Financial Group Inc. 2,901 $63.7K <0.01% -1,637 13F-HR Timeline Group Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 2,888 $63.4K 0.01% 0 13F-HR Timeline BELLEVUE ASSET MANAGEMENT, LLC More: the full row for BELLEVUE ASSET MANAGEMENT, LLC 2,600 $57.1K 0.03% -276 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 2,530 $55.6K 0.01% 0 13F-HR Timeline MTM Investment Management, LLC More: the full row for MTM Investment Management, LLC 2,520 $55.3K 0.02% new 13F-HR Timeline SIMPLEX TRADING, LLC More: the full row for SIMPLEX TRADING, LLC 2,464 $54K <0.01% new 13F-HR Timeline Russell Investments Group, Ltd. in group Russell Investments Group, Lt… More: the full row for Russell Investments Group, Ltd. 2,383 $52.3K <0.01% +295 13F-HR Timeline Group HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 2,300 $51K 0.02% 0 13F-HR Timeline PENSION & WEALTH MANAGEMENT ADVISORS, I… More: the full row for PENSION & WEALTH MANAGEMENT ADVISORS, INC. 2,290 $50.3K 0.02% +49 13F-HR Timeline Promus Capital, LLC More: the full row for Promus Capital, LLC 2,183 $47.9K 0.03% 0 13F-HR/A Timeline INVESTMENT MANAGEMENT CORP /VA/ /ADV More: the full row for INVESTMENT MANAGEMENT CORP /VA/ /ADV 2,168 $47.6K 0.04% +340 13F-HR Timeline ALERUS FINANCIAL NA More: the full row for ALERUS FINANCIAL NA 2,115 $46.4K <0.01% new 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 2,040 $44.8K 0.01% -400 13F-HR Timeline CHESAPEAKE ASSET MANAGEMENT LLC More: the full row for CHESAPEAKE ASSET MANAGEMENT LLC 1,939 $42.6K 0.04% 0 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 1,816 $39.9K 0.02% new 13F-HR Timeline BI Asset Management Fondsmaeglerselskab… in group BI Asset Management Fondsmaeg… More: the full row for BI Asset Management Fondsmaeglerselskab A/S 1,778 $39K <0.01% 0 13F-HR Timeline Group Harbor Asset Planning, Inc. More: the full row for Harbor Asset Planning, Inc. 1,725 $37.9K 0.04% 13F-HR Timeline Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 1,700 $37.3K 0.03% 0 13F-HR Timeline Estabrook Capital Management More: the full row for Estabrook Capital Management 1,650 $36.2K 0.01% 0 13F-HR Timeline WFA of San Diego, LLC More: the full row for WFA of San Diego, LLC 1,650 $36.2K 0.03% 13F-HR Timeline VSM Wealth Advisory, LLC More: the full row for VSM Wealth Advisory, LLC 1,647 $36.2K 0.01% +50 13F-HR Timeline Clark Wealth Partners More: the full row for Clark Wealth Partners 1,624 $35.7K 0.02% 0 13F-HR Timeline CNB Bank More: the full row for CNB Bank 1,620 $35.6K 0.02% new 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 1,601 $35.2K <0.01% 0 13F-HR Timeline ACADIAN ASSET MANAGEMENT LLC in group ACADIAN ASSET MANAGEMENT LLC More: the full row for ACADIAN ASSET MANAGEMENT LLC 1,584 $34K <0.01% +217 13F-HR Timeline Group MONTAG & CALDWELL, LLC More: the full row for MONTAG & CALDWELL, LLC 1,500 $32.9K 0.01% 0 13F-HR Timeline ROGCO, LP More: the full row for ROGCO, LP 1,388 $30.5K 0.01% 0 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 1,350 $29.7K <0.01% +29 13F-HR Timeline Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 1,339 $29.4K 0.01% new 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 1,282 $28.1K 0.01% -16 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 1,247 $27.4K 0.01% -1,457 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 1,242 $27.3K <0.01% 0 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 1,222 $26.8K <0.01% 0 13F-HR Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 1,217 $26.7K 0.03% new 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 1,202 $26.5K 0.01% 0 13F-HR Timeline PAYDEN & RYGEL More: the full row for PAYDEN & RYGEL 1,160 $25K <0.01% 0 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 1,150 $25K <0.01% -60 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 1,120 $24.9K <0.01% 0 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) 1,116 $24.5K <0.01% -5,630 13F-HR Timeline Group High Note Wealth, LLC More: the full row for High Note Wealth, LLC 1,112 $24.4K 0.01% 0 13F-HR Timeline Founders Capital Management More: the full row for Founders Capital Management 1,110 $24.4K 0.01% 0 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 1,100 $24.2K <0.01% new 13F-HR Timeline Blume Capital Management, Inc. More: the full row for Blume Capital Management, Inc. 1,100 $24.2K <0.01% 0 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 1,100 $24.2K 0.01% 0 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 1,100 $24K <0.01% 0 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 1,029 $22.6K <0.01% -321 13F-HR Timeline Cheviot Value Management, LLC More: the full row for Cheviot Value Management, LLC 1,000 $22.6K <0.01% 0 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 1,008 $22.1K 0.01% 0 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 1,000 $22K <0.01% 0 13F-HR Timeline Cypress Capital Management LLC (WY) More: the full row for Cypress Capital Management LLC (WY) 1,000 $22K 0.02% 0 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 1,000 $22K <0.01% 0 13F-HR Timeline Community Bank, N.A. More: the full row for Community Bank, N.A. 1,000 $21.9K <0.01% 0 13F-HR Timeline Colonial Trust Co / SC in group Colonial Trust Advisors More: the full row for Colonial Trust Co / SC 949 $20.8K <0.01% 0 13F-HR Timeline Group ARCADIA INVESTMENT MANAGEMENT CORP/MI More: the full row for ARCADIA INVESTMENT MANAGEMENT CORP/MI 900 $19.8K <0.01% 0 13F-HR Timeline MONETARY MANAGEMENT GROUP INC More: the full row for MONETARY MANAGEMENT GROUP INC 876 $19.2K <0.01% new 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 835 $18.4K 0.01% 0 13F-HR Timeline Kessler Investment Group, LLC More: the full row for Kessler Investment Group, LLC 837 $18.4K 0.01% 0 13F-HR Timeline Lowe Wealth Advisors, LLC More: the full row for Lowe Wealth Advisors, LLC 829 $18.2K 0.01% 0 13F-HR Timeline CGC Financial Services, LLC More: the full row for CGC Financial Services, LLC 807 $17.7K 0.01% 0 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 719 $15.8K <0.01% new 13F-HR Timeline Asset Planning,Inc More: the full row for Asset Planning,Inc 700 $15.4K 0.01% 0 13F-HR Timeline Bernard Wealth Management Corp. More: the full row for Bernard Wealth Management Corp. 700 $15.4K 0.01% 0 13F-HR Timeline Curat Global, LLC More: the full row for Curat Global, LLC 694 $15.2K 0.01% +14 13F-HR/A Timeline DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 689 $15.1K <0.01% +14 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 728 $15K <0.01% 0 13F-HR Timeline Perkins Coie Trust Co More: the full row for Perkins Coie Trust Co 676 $14.8K <0.01% 0 13F-HR Timeline Koesten, Hirschmann & Crabtree, INC. More: the full row for Koesten, Hirschmann & Crabtree, INC. 615 $13.5K 0.01% +13 13F-HR Timeline Morse Asset Management, Inc More: the full row for Morse Asset Management, Inc 600 $13.2K <0.01% 0 13F-HR Timeline Accordant Advisory Group Inc More: the full row for Accordant Advisory Group Inc 599 $13.2K 0.01% +199 13F-HR Timeline WINNACLE WEALTH LLC More: the full row for WINNACLE WEALTH LLC 599 $13.2K 0.01% new 13F-HR Timeline EVOLUTION WEALTH MANAGEMENT INC. More: the full row for EVOLUTION WEALTH MANAGEMENT INC. 599 $13.2K 0.02% 13F-HR Timeline Harel Insurance Investments & Financial… in group Harel Insurance Investments &… More: the full row for Harel Insurance Investments & Financial Services Ltd. 610 $13K <0.01% +12 13F-HR Timeline Group AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 586 $12.7K 0.01% -399 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 560 $12.3K <0.01% -39 13F-HR Timeline Centricity Wealth Management, LLC More: the full row for Centricity Wealth Management, LLC 500 $11K 0.01% 0 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 487 $10.7K <0.01% +10 13F-HR Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 458 $10.1K <0.01% 0 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 457 $10K <0.01% +207 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 468 $10K <0.01% -17 13F-HR Timeline Group JNBA Financial Advisors More: the full row for JNBA Financial Advisors 440 $9.66K <0.01% 0 13F-HR Timeline DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 429 $9.42K <0.01% 0 13F-HR Timeline EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 420 $9.22K <0.01% new 13F-HR Timeline Luminist Capital LLC More: the full row for Luminist Capital LLC 400 $8.82K 0.01% new 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 362 $8K <0.01% +7 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 333 $7.31K <0.01% +202 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 332 $7.29K <0.01% +7 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 329 $7.22K <0.01% 0 13F-HR Timeline Putney Financial Group LLC More: the full row for Putney Financial Group LLC 300 $6.59K 0.01% 0 13F-HR/A Timeline Garde Capital, Inc. More: the full row for Garde Capital, Inc. 286 $6.27K <0.01% new 13F-HR Timeline West Branch Capital LLC More: the full row for West Branch Capital LLC 274 $6.02K <0.01% 0 13F-HR Timeline Evolution Advisers, Inc. More: the full row for Evolution Advisers, Inc. 318 $6K <0.01% 0 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 250 $5.49K <0.01% 0 13F-HR Timeline ATWOOD & PALMER INC More: the full row for ATWOOD & PALMER INC 245 $5.38K <0.01% new 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 238 $5.23K <0.01% new 13F-HR/A Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 230 $5.05K <0.01% 0 13F-HR Timeline PIN OAK INVESTMENT ADVISORS INC More: the full row for PIN OAK INVESTMENT ADVISORS INC 270 $5K <0.01% 0 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 220 $5K <0.01% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. CITY HOLDING CO More: the full row for CITY HOLDING CO 225 $4.94K <0.01% 0 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 210 $4.61K <0.01% 0 13F-HR Timeline SUMMIT SECURITIES GROUP LLC More: the full row for SUMMIT SECURITIES GROUP LLC 200 $4.39K <0.01% new 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 200 $4.39K <0.01% 13F-HR Timeline Fortis Group Advisors, LLC More: the full row for Fortis Group Advisors, LLC 192 $4.22K <0.01% 0 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 190 $4.17K <0.01% 0 13F-HR Timeline Costello Asset Management, INC More: the full row for Costello Asset Management, INC 190 $4.17K <0.01% 0 13F-HR Timeline