Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 2,000 $352K 0.01% 0 13F-HR Timeline Northwest & Ethical Investments L.P. More: the full row for Northwest & Ethical Investments L.P. 2,000 $352K 0.01% 0 13F-HR/A Timeline PKO Investment Management Joint-Stock Co More: the full row for PKO Investment Management Joint-Stock Co 2,000 $352K 0.03% -4,000 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 1,996 $351K 0.02% -30 13F-HR Timeline QTR Family Wealth, LLC More: the full row for QTR Family Wealth, LLC 1,852 $350K 0.15% +92 13F-HR Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 1,980 $349K 0.01% +22 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 1,952 $344K 0.02% +176 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 1,950 $343K 0.02% new 13F-HR Timeline CIDEL ASSET MANAGEMENT INC More: the full row for CIDEL ASSET MANAGEMENT INC 1,939 $341K 0.02% -85 13F-HR Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 1,925 $339K <0.01% +115 13F-HR Timeline Group DRW Securities, LLC More: the full row for DRW Securities, LLC 1,955 $338K 0.03% new 13F-HR Timeline BSW Wealth Partners More: the full row for BSW Wealth Partners 1,909 $336K 0.04% -79 13F-HR Timeline Camelot Portfolios, LLC More: the full row for Camelot Portfolios, LLC 1,900 $334K 0.21% -200 13F-HR Timeline FLPUTNAM INVESTMENT MANAGEMENT CO More: the full row for FLPUTNAM INVESTMENT MANAGEMENT CO 1,898 $334K <0.01% -223 13F-HR Timeline FORBES J M & CO LLP More: the full row for FORBES J M & CO LLP 1,869 $329K 0.03% 0 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 1,852 $327K 0.01% +1,224 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 1,850 $326K 0.06% 0 13F-HR Timeline Rock Point Advisors, LLC More: the full row for Rock Point Advisors, LLC 1,840 $324K 0.08% 0 13F-HR Timeline Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 1,840 $324K 0.05% 0 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 1,836 $323K <0.01% +200 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Claret Asset Management Corp More: the full row for Claret Asset Management Corp 1,833 $323K 0.04% -5 13F-HR Timeline Abacus Planning Group, Inc. More: the full row for Abacus Planning Group, Inc. 1,832 $322K 0.04% +191 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 1,822 $321K 0.01% +92 13F-HR Timeline Trail Ridge Investment Advisors, LLC More: the full row for Trail Ridge Investment Advisors, LLC 1,807 $318K 0.14% 0 13F-HR Timeline Applied Finance Capital Management, LLC More: the full row for Applied Finance Capital Management, LLC 1,804 $317K 0.02% -1,074 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 1,800 $317K <0.01% 13F-HR Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 1,797 $316K <0.01% -200 13F-HR Timeline Group SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 1,775 $312K 0.01% -311 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 1,771 $312K 0.02% +32 13F-HR Timeline WADDELL & ASSOCIATES, LLC More: the full row for WADDELL & ASSOCIATES, LLC 1,742 $307K 0.02% +23 13F-HR Timeline HANCOCK WHITNEY CORP More: the full row for HANCOCK WHITNEY CORP 1,740 $306K 0.01% 0 13F-HR Timeline Plancorp, LLC More: the full row for Plancorp, LLC 1,737 $306K 0.01% +141 13F-HR Timeline INVESTMENT HOUSE LLC More: the full row for INVESTMENT HOUSE LLC 1,730 $304K 0.01% 0 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 1,714 $302K <0.01% +252 13F-HR Timeline Optas, LLC More: the full row for Optas, LLC 1,706 $300K 0.05% +73 13F-HR Timeline CX Institutional More: the full row for CX Institutional 1,706 $300K 0.01% +253 13F-HR Timeline Kera Capital Partners, Inc. More: the full row for Kera Capital Partners, Inc. 1,665 $300K 0.04% 0 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 1,692 $298K 0.01% -607 13F-HR Timeline PEAPACK GLADSTONE FINANCIAL CORP More: the full row for PEAPACK GLADSTONE FINANCIAL CORP 1,688 $297K <0.01% -180 13F-HR Timeline Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 1,684 $296K 0.02% +109 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 1,657 $292K 0.03% new 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 1,656 $291K <0.01% +607 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 1,649 $290K 0.02% -30 13F-HR Timeline Financiere des Professionnels - Fonds d… More: the full row for Financiere des Professionnels - Fonds d'investissement inc. 1,646 $290K 0.02% 0 13F-HR Timeline FLORIDA FINANCIAL ADVISORS, LLC More: the full row for FLORIDA FINANCIAL ADVISORS, LLC 1,624 $286K 0.08% new 13F-HR Timeline Trust Asset Management LLC More: the full row for Trust Asset Management LLC 1,617 $285K 0.02% -58 13F-HR Timeline Quantitative Investment Management, LLC More: the full row for Quantitative Investment Management, LLC 1,614 $284K 0.03% new 13F-HR Timeline SUMITOMO LIFE INSURANCE CO More: the full row for SUMITOMO LIFE INSURANCE CO 1,605 $282K 0.01% -12 13F-HR Timeline One Wealth Advisors, LLC More: the full row for One Wealth Advisors, LLC 1,604 $282K 0.03% new 13F-HR Timeline CARY STREET PARTNERS ASSET MANAGEMENT L… group of 2 filers holding More: the full row for CARY STREET PARTNERS ASSET MANAGEMENT LLC 1,602 $282K +138 Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 1,599 $281K <0.01% +163 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 1,597 $281K 0.01% -1 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 1,568 $276K <0.01% new 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 1,565 $275K <0.01% -227 13F-HR Timeline Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 1,564 $275K 0.01% -100 13F-HR Timeline WMS Group LLC More: the full row for WMS Group LLC 1,550 $273K 0.35% 13F-HR Timeline EARNED WEALTH ADVISORS, LLC More: the full row for EARNED WEALTH ADVISORS, LLC 1,547 $272K 0.02% +2 13F-HR/A Timeline POINCIANA ADVISORS GROUP, LLC More: the full row for POINCIANA ADVISORS GROUP, LLC 1,541 $271K 0.21% -13 13F-HR Timeline Alpha Family Trust in group Alpha Family Trust More: the full row for Alpha Family Trust 1,540 $271K 0.12% 0 13F-HR Timeline Group BERKSHIRE ASSET MANAGEMENT LLC/PA More: the full row for BERKSHIRE ASSET MANAGEMENT LLC/PA 1,535 $270K 0.01% -6 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 1,533 $270K <0.01% +26 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. 1,522 $268K 0.01% -750 13F-HR Timeline Group Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 1,506 $265K 0.01% new 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 1,502 $264K <0.01% new 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 1,499 $264K 0.01% new 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 1,469 $259K <0.01% -2,127 13F-HR Timeline SG Trading Solutions, LLC More: the full row for SG Trading Solutions, LLC 1,467 $258K 0.06% 13F-HR Timeline FineMark National Bank & Trust More: the full row for FineMark National Bank & Trust 1,463 $257K 0.01% new 13F-HR Timeline Turtle Creek Wealth Advisors, LLC More: the full row for Turtle Creek Wealth Advisors, LLC 1,462 $257K 0.02% new 13F-HR Timeline Prasad Wealth Partners, LLC More: the full row for Prasad Wealth Partners, LLC 1,452 $256K 0.07% 0 13F-HR Timeline Marathon Trading Investment Management … in group Marathon Trading Investment M… More: the full row for Marathon Trading Investment Management LLC 1,450 $255K 0.03% -300 13F-HR Timeline Group Allegheny Financial Group More: the full row for Allegheny Financial Group 1,442 $254K 0.04% -977 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 1,440 $253K 0.01% new 13F-HR Timeline ING GROEP NV More: the full row for ING GROEP NV 1,434 $252K <0.01% new 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 1,431 $252K 0.01% new 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 1,425 $251K 0.01% new 13F-HR Timeline Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 1,421 $250K <0.01% new 13F-HR Timeline Group MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 1,419 $250K 0.02% new 13F-HR Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 1,413 $249K 0.01% -80 13F-HR Timeline Procyon Advisors, LLC More: the full row for Procyon Advisors, LLC 1,397 $246K 0.01% new 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 1,392 $245K <0.01% new 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 1,395 $245K 0.04% -62 13F-HR Timeline Group LGT Fund Management Co Ltd. More: the full row for LGT Fund Management Co Ltd. 1,349 $238K 0.02% new 13F-HR Timeline JACKSON THORNTON WEALTH MANAGEMENT, LLC More: the full row for JACKSON THORNTON WEALTH MANAGEMENT, LLC 1,297 $237K 0.02% new 13F-HR Timeline Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 1,336 $235K -5,243 Timeline Livforsakringsbolaget Skandia, Omsesidi… More: the full row for Livforsakringsbolaget Skandia, Omsesidigt 1,330 $234K 0.01% 0 13F-HR Timeline Hansen & Associates Financial Group, In… More: the full row for Hansen & Associates Financial Group, Inc. 1,226 $232K 0.13% new 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 1,293 $228K 0.02% -234 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 1,292 $227K 0.01% new 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 1,291 $227K 0.02% new 13F-HR Timeline RIVERSEDGE ADVISORS, LLC More: the full row for RIVERSEDGE ADVISORS, LLC 1,288 $227K 0.04% new 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 1,282 $226K <0.01% +380 13F-HR Timeline JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 1,269 $223K <0.01% -160 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 1,268 $223K <0.01% new 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 1,254 $221K <0.01% new 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 1,254 $221K 0.01% new 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 1,253 $221K 0.01% new 13F-HR Timeline MMBG INVESTMENT ADVISORS CO. More: the full row for MMBG INVESTMENT ADVISORS CO. 1,248 $220K 0.02% new 13F-HR Timeline PATTON FUND MANAGEMENT, INC. More: the full row for PATTON FUND MANAGEMENT, INC. 1,244 $219K 0.03% -602 13F-HR Timeline REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 1,237 $218K <0.01% new 13F-HR Timeline Group Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 1,212 $213K 0.02% new 13F-HR Timeline Analyst IMS Investment Management Servi… in group Analyst IMS Investment Manage… More: the full row for Analyst IMS Investment Management Services Ltd. 1,208 $213K 0.01% new 13F-HR Timeline Group IFP Advisors, Inc More: the full row for IFP Advisors, Inc 1,206 $212K <0.01% +110 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 1,197 $211K <0.01% new 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 1,173 $206K <0.01% new 13F-HR Timeline Basepoint Wealth LLC More: the full row for Basepoint Wealth LLC 1,164 $205K 0.12% new 13F-HR Timeline Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 1,212 $204K 0.01% new 13F-HR Timeline Howard Capital Management, LLC More: the full row for Howard Capital Management, LLC 1,161 $204K <0.01% new 13F-HR Timeline McMillan Office, Inc. More: the full row for McMillan Office, Inc. 1,150 $202K 0.02% 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 1,145 $202K 0.01% -2,195 13F-HR Timeline Boltwood Capital Management More: the full row for Boltwood Capital Management 1,141 $201K 0.05% new 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 1,065 $187K 0.02% +169 13F-HR Timeline Cladis Investment Advisory, LLC More: the full row for Cladis Investment Advisory, LLC 1,040 $183K 0.1% new 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 1,020 $180K 0.02% new 13F-HR Timeline HORIZON BANCORP INC /IN/ More: the full row for HORIZON BANCORP INC /IN/ 982 $173K 0.08% -45 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 945 $166K <0.01% -17 13F-HR Timeline PIN OAK INVESTMENT ADVISORS INC More: the full row for PIN OAK INVESTMENT ADVISORS INC 820 $165K 0.12% 0 13F-HR Timeline Mascoma Wealth Management LLC More: the full row for Mascoma Wealth Management LLC 925 $163K 0.03% 0 13F-HR Timeline Nexus Investment Management ULC More: the full row for Nexus Investment Management ULC 920 $162K 0.02% 0 13F-HR Timeline ACIMA PRIVATE WEALTH, LLC More: the full row for ACIMA PRIVATE WEALTH, LLC 916 $161K 0.05% 0 13F-HR Timeline Legacy Bridge, LLC More: the full row for Legacy Bridge, LLC 910 $160K 0.06% +30 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 904 $159K 0.02% +26 13F-HR Timeline Bayforest Capital Ltd More: the full row for Bayforest Capital Ltd 887 $156K 0.12% +458 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 867 $153K <0.01% 0 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 856 $151K <0.01% 0 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 840 $148K <0.01% -362 13F-HR Timeline Sava Infond d.o.o. More: the full row for Sava Infond d.o.o. 825 $145K 0.02% 0 13F-HR Timeline STF Management LP More: the full row for STF Management LP 804 $141K 0.13% -721 13F-HR Timeline Centennial Bank/AR/ in group Centennial Bank/AR/ More: the full row for Centennial Bank/AR/ 800 $141K 0.06% 0 13F-HR Timeline Group WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 766 $140K <0.01% -410 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 760 $134K <0.01% +34 13F-HR Timeline Jessup Wealth Management, Inc More: the full row for Jessup Wealth Management, Inc 727 $128K 0.04% new 13F-HR Timeline BNP PARIBAS in group BNP PARIBAS More: the full row for BNP PARIBAS 700 $123K <0.01% -104 13F-HR Timeline Group Larson Financial Group LLC More: the full row for Larson Financial Group LLC 675 $119K <0.01% +37 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 628 $111K <0.01% -106 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 622 $109K 0.01% +111 13F-HR Timeline TCTC Holdings, LLC in group TCTC Holdings, LLC More: the full row for TCTC Holdings, LLC 600 $106K <0.01% 0 13F-HR Timeline Group JNBA Financial Advisors More: the full row for JNBA Financial Advisors 596 $105K 0.01% -30 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 592 $104K 0.03% 0 13F-HR Timeline CoreFirst Bank & Trust More: the full row for CoreFirst Bank & Trust 590 $104K 0.06% -304 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 582 $103K 0.05% -443 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 551 $97K 0.04% -378 13F-HR Timeline Hanson & Doremus Investment Management More: the full row for Hanson & Doremus Investment Management 525 $92K 0.01% 0 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 513 $90.2K <0.01% +56 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 511 $89.9K 0.05% 0 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 509 $89.6K <0.01% +196 13F-HR Timeline Curat Global, LLC More: the full row for Curat Global, LLC 503 $88.5K 0.1% 0 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 501 $88K <0.01% 0 13F-HR/A Timeline Group Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 499 $87.8K <0.01% +337 13F-HR Timeline Pflug Koory, LLC More: the full row for Pflug Koory, LLC 464 $81.7K 0.04% 0 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 464 $81.7K 0.01% 0 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 457 $80.4K <0.01% +43 13F-HR Timeline PARADIGM ASSET MANAGEMENT CO LLC More: the full row for PARADIGM ASSET MANAGEMENT CO LLC 455 $80.1K 0.02% 0 13F-HR Timeline Lavaca Capital LLC More: the full row for Lavaca Capital LLC 447 $78.7K 0.01% 0 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 437 $76.9K 0.02% 0 13F-HR Timeline CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 411 $72.3K 0.04% +27 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 406 $71.5K 0.01% 0 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 389 $68.5K <0.01% -660 13F-HR Timeline Greykasell Wealth Strategies, Inc. More: the full row for Greykasell Wealth Strategies, Inc. 385 $67.8K 0.03% 0 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 383 $67.4K 0.01% -18 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 356 $62.7K <0.01% 0 13F-HR Timeline Ascentis Wealth Management, LLC in group Ascentis Wealth Management, L… More: the full row for Ascentis Wealth Management, LLC 349 $61.4K 0.01% 0 13F-HR Timeline Group Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 346 $60.9K 0.01% +282 13F-HR Timeline Itau Unibanco Holding S.A. in group Itau Unibanco Holding S.A. More: the full row for Itau Unibanco Holding S.A. 337 $59.3K <0.01% +66 13F-HR Timeline Group Elyxium Wealth, LLC More: the full row for Elyxium Wealth, LLC 330 $58.1K 0.02% new 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 324 $57K <0.01% 0 13F-HR Timeline City State Bank More: the full row for City State Bank 322 $56.7K 0.02% -370 13F-HR Timeline SENTRY INVESTMENT MANAGEMENT LLC More: the full row for SENTRY INVESTMENT MANAGEMENT LLC 305 $54K 0.04% 0 13F-HR Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 300 $52.8K 0.02% new 13F-HR Timeline Costello Asset Management, INC More: the full row for Costello Asset Management, INC 300 $52.8K 0.02% 0 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 300 $52.8K 0.01% 0 13F-HR Timeline Board of the Pension Protection Fund More: the full row for Board of the Pension Protection Fund 300 $52.8K 0.05% -1,100 13F-HR Timeline Trust Co More: the full row for Trust Co 291 $51.2K <0.01% +128 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 273 $48K 0.02% -94 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 265 $46.6K <0.01% 0 13F-HR Timeline Wilkerson Advisory Group LLC More: the full row for Wilkerson Advisory Group LLC 259 $45.6K 0.02% 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 255 $44.9K <0.01% -21,126 13F-HR Timeline WFA of San Diego, LLC More: the full row for WFA of San Diego, LLC 253 $44.5K 0.03% 0 13F-HR Timeline Twin Lakes Capital Management, LLC More: the full row for Twin Lakes Capital Management, LLC 250 $44K 0.02% 0 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 239 $42K <0.01% 0 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 236 $41.5K 0.01% +3 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 232 $41K <0.01% 0 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 223 $39.2K <0.01% 13F-HR Timeline SUMMIT SECURITIES GROUP LLC More: the full row for SUMMIT SECURITIES GROUP LLC 219 $38.5K 0.01% +170 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 215 $37.8K <0.01% +8 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 206 $36.3K 0.01% 0 13F-HR Timeline DV EQUITIES, LLC More: the full row for DV EQUITIES, LLC 205 $36.1K 0.01% 13F-HR Timeline VISION FINANCIAL MARKETS LLC More: the full row for VISION FINANCIAL MARKETS LLC 200 $35.2K 0.04% 0 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 200 $35.2K 0.01% +161 13F-HR Timeline Strive Financial Group ,LLC More: the full row for Strive Financial Group ,LLC 200 $35.2K 0.02% 13F-HR/A Timeline GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 198 $34.8K 0.01% new 13F-HR Timeline Quintet Private Bank (Europe) S.A. More: the full row for Quintet Private Bank (Europe) S.A. 195 $34.3K <0.01% -60 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 195 $34.3K <0.01% 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 194 $34.1K <0.01% 0 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 185 $32.6K <0.01% +123 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 185 $32.6K 0.02% 0 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 175 $30.8K <0.01% +20 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 169 $29.7K <0.01% new 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 163 $28.7K <0.01% 0 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 160 $28.2K 0.01% 0 13F-HR Timeline