Ellis Investment Partners, LLC More: the full row for Ellis Investment Partners, LLC 11,300 $73.7K 0.01% new 13F-HR Timeline Bay Rivers Group More: the full row for Bay Rivers Group 10,961 $71.5K 0.03% 0 13F-HR Timeline SummitTX Capital, L.P. More: the full row for SummitTX Capital, L.P. 10,654 $69.5K <0.01% new 13F-HR Timeline NEUBERGER BERMAN GROUP LLC in group NEUBERGER BERMAN GROUP LLC More: the full row for NEUBERGER BERMAN GROUP LLC 10,512 $68.5K <0.01% new 13F-HR Timeline Group OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 10,467 $68.2K <0.01% new 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 10,458 $68.2K <0.01% +693 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 10,388 $67.7K <0.01% new 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 10,379 $67.7K <0.01% new 13F-HR Timeline CIBC WORLD MARKET INC. More: the full row for CIBC WORLD MARKET INC. 10,160 $66.2K <0.01% -15,641 13F-HR Timeline FWG Investments, LLC. More: the full row for FWG Investments, LLC. 10,141 $66.1K 0.05% new 13F-HR Timeline ROCKLAND TRUST CO More: the full row for ROCKLAND TRUST CO 10,000 $65.2K <0.01% new 13F-HR Timeline Shepherd Financial Partners LLC More: the full row for Shepherd Financial Partners LLC 10,000 $65.2K 0.01% 0 13F-HR Timeline City State Bank More: the full row for City State Bank 10,000 $65.2K 0.02% 0 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 9,559 $62.3K <0.01% +6,554 13F-HR/A Timeline AMALGAMATED BANK More: the full row for AMALGAMATED BANK 9,377 $61K <0.01% +5,814 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 8,200 $53K <0.01% +7,850 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 7,926 $51.7K <0.01% -2,418 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 7,769 $50.7K 0.04% -788,269 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 6,521 $42.5K <0.01% +4,972 13F-HR Timeline KBC Group NV in group KBC Group NV More: the full row for KBC Group NV 6,260 $41K <0.01% 0 13F-HR Timeline Group NISA INVESTMENT ADVISORS, LLC More: the full row for NISA INVESTMENT ADVISORS, LLC 6,222 $40.6K <0.01% 0 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 5,610 $36.6K <0.01% -8,336 13F-HR Timeline Seneschal Advisors, LLC More: the full row for Seneschal Advisors, LLC 5,190 $33.8K 0.02% new 13F-HR Timeline JTC Employer Solutions Trustee Ltd More: the full row for JTC Employer Solutions Trustee Ltd 5,000 $33K <0.01% 0 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 4,976 $32K 0.01% +4,832 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 4,640 $30K <0.01% +3,265 13F-HR Timeline Group GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 4,050 $26.4K <0.01% 0 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 3,505 $22.9K <0.01% +360 13F-HR Timeline HighMark Wealth Management LLC More: the full row for HighMark Wealth Management LLC 3,500 $22.8K 0.01% new 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 3,500 $22.8K 0.01% new 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 3,365 $21.9K <0.01% -1,500 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 3,000 $19.6K <0.01% 0 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 3,000 $19.4K <0.01% +1,000 13F-HR Timeline BNP PARIBAS ASSET MANAGEMENT Holding S.… in group BNP PARIBAS ASSET MANAGEMENT … More: the full row for BNP PARIBAS ASSET MANAGEMENT Holding S.A. 2,576 $17K <0.01% +229 13F-HR Timeline Group N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 2,576 $16.8K <0.01% 0 13F-HR Timeline Delos Wealth Advisors, LLC More: the full row for Delos Wealth Advisors, LLC 2,500 $16.3K 0.01% new 13F-HR Timeline Gould Capital, LLC More: the full row for Gould Capital, LLC 2,500 $16.3K 0.01% 0 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 2,399 $15.6K <0.01% +2,374 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 2,305 $15K <0.01% new 13F-HR Timeline Group PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 2,248 $14.7K <0.01% +108 13F-HR Timeline Group Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 2,213 $14.4K <0.01% +1,160 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 2,150 $14K <0.01% +2,000 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 2,027 $13.2K <0.01% +16 13F-HR Timeline OPTIMUM INVESTMENT ADVISORS More: the full row for OPTIMUM INVESTMENT ADVISORS 2,000 $13K 0.01% 0 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 1,750 $11.4K <0.01% 0 13F-HR Timeline CANADA PENSION PLAN INVESTMENT BOARD More: the full row for CANADA PENSION PLAN INVESTMENT BOARD 1,700 $11.1K <0.01% new 13F-HR Timeline WOLVERINE ASSET MANAGEMENT LLC in group WOLVERINE ASSET MANAGEMENT LLC More: the full row for WOLVERINE ASSET MANAGEMENT LLC 1,694 $11K <0.01% -22,886 13F-HR Timeline Group Cedar Wealth Management, LLC More: the full row for Cedar Wealth Management, LLC 1,525 $9.94K <0.01% new 13F-HR Timeline Asset Planning,Inc More: the full row for Asset Planning,Inc 1,500 $9.78K 0.01% 0 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 1,250 $8.15K <0.01% +950 13F-HR Timeline Group Aspect Partners, LLC More: the full row for Aspect Partners, LLC 1,232 $8.03K <0.01% +992 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 1,050 $7K <0.01% +1,000 13F-HR Timeline DecisionPoint Financial, LLC More: the full row for DecisionPoint Financial, LLC 1,000 $6.98K <0.01% 0 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 1,001 $6.53K <0.01% 0 13F-HR Timeline Group HM PAYSON & CO More: the full row for HM PAYSON & CO 1,000 $6.52K <0.01% new 13F-HR Timeline MARK SHEPTOFF FINANCIAL PLANNING, LLC More: the full row for MARK SHEPTOFF FINANCIAL PLANNING, LLC 1,000 $6.52K <0.01% -500 13F-HR Timeline Financially Speaking Inc More: the full row for Financially Speaking Inc 1,000 $6.52K <0.01% 0 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 806 $5.64K <0.01% +606 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 807 $5.26K <0.01% +190 13F-HR Timeline Group Groupe la Francaise in group Groupe la Francaise More: the full row for Groupe la Francaise 958 $5.26K <0.01% new 13F-HR Timeline Group SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 805 $5.25K <0.01% -952 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 785 $5.12K <0.01% 0 13F-HR Timeline Group Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 750 $4.89K <0.01% new 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 745 $4.86K <0.01% 0 13F-HR Timeline Legacy Wealth Managment, LLC/ID in group Legacy Wealth Managment, LLC/… More: the full row for Legacy Wealth Managment, LLC/ID 721 $4.7K <0.01% new 13F-HR Timeline Group EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 704 $4.59K <0.01% +147 13F-HR Timeline Group HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 700 $4.56K <0.01% 0 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 700 $4.56K <0.01% new 13F-HR Timeline Group Investors Research Corp More: the full row for Investors Research Corp 678 $4.42K <0.01% new 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 580 $3.78K <0.01% +60 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 570 $3.72K <0.01% 0 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 557 $3.63K <0.01% +415 13F-HR Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 528 $3.44K <0.01% +278 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 500 $3.26K <0.01% 0 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 500 $3.26K <0.01% new 13F-HR Timeline Aster Capital Management (DIFC) Ltd More: the full row for Aster Capital Management (DIFC) Ltd 487 $3.17K <0.01% -8,051 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 400 $2.61K <0.01% new 13F-HR/A Timeline Bear Mountain Capital, Inc. More: the full row for Bear Mountain Capital, Inc. 349 $2.47K <0.01% +28 13F-HR Timeline Hurley Capital, LLC More: the full row for Hurley Capital, LLC 350 $2.28K <0.01% new 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 337 $2.2K <0.01% 0 13F-HR Timeline Turning Point Benefit Group, Inc. More: the full row for Turning Point Benefit Group, Inc. 300 $2.09K <0.01% new 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 300 $1.96K <0.01% new 13F-HR Timeline Group Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 268 $1.75K <0.01% new 13F-HR Timeline Family Legacy Financial Solutions, LLC More: the full row for Family Legacy Financial Solutions, LLC 250 $1.63K <0.01% new 13F-HR Timeline Wealth Watch Advisors, INC More: the full row for Wealth Watch Advisors, INC 205 $1.34K <0.01% new 13F-HR Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 200 $1.3K <0.01% new 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 188 $1.23K <0.01% 0 13F-HR Timeline Koesten, Hirschmann & Crabtree, INC. More: the full row for Koesten, Hirschmann & Crabtree, INC. 175 $1.14K <0.01% new 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 170 $1.11K <0.01% 0 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 124 $808 <0.01% new 13F-HR Timeline Darwin Wealth Management, LLC More: the full row for Darwin Wealth Management, LLC 100 $652 <0.01% new 13F-HR Timeline Operose Advisors LLC More: the full row for Operose Advisors LLC 100 $652 <0.01% new 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 100 $652 <0.01% new 13F-HR Timeline Accredited Wealth Management, LLC More: the full row for Accredited Wealth Management, LLC 15 $652 <0.01% new 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 92 $600 <0.01% new 13F-HR Timeline Scarborough Advisors, LLC More: the full row for Scarborough Advisors, LLC 75 $489 <0.01% 0 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 70 $457 <0.01% new 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 60 $391 <0.01% 0 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 32 $209 <0.01% 0 13F-HR Timeline Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 20 $130 <0.01% -1,400 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 12 $90 <0.01% 0 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 7 $46 <0.01% new 13F-HR Timeline Group Larson Financial Group LLC More: the full row for Larson Financial Group LLC 7 $46 <0.01% -100 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 6 $40 <0.01% 0 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 3 $20 <0.01% new 13F-HR Timeline Group Strategic Advocates LLC More: the full row for Strategic Advocates LLC 3 $20 <0.01% new 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 31 $0 0% 0 13F-HR Timeline Value filed as zero, left out of ratios. FNY Investment Advisers, LLC More: the full row for FNY Investment Advisers, LLC 14 $0 0% -3,552 13F-HR Timeline Value filed as zero, left out of ratios. Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 1 $0 0% 0 13F-HR Timeline Value filed as zero, left out of ratios.