Virtus Investment Advisers, LLC group of 2 filers holding More: the full row for Virtus Investment Advisers, LLC 8,730 $287K +3,456 Timeline GSA CAPITAL PARTNERS LLP More: the full row for GSA CAPITAL PARTNERS LLP 8,545 $281K 0.02% -11,905 13F-HR Timeline Choate Investment Advisors More: the full row for Choate Investment Advisors 8,475 $279K 0.01% 0 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 8,434 $277K <0.01% -18,110 13F-HR Timeline Group NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 8,358 $275K <0.01% 0 13F-HR Timeline Beutel, Goodman & Co Ltd. More: the full row for Beutel, Goodman & Co Ltd. 15,577 $274K <0.01% -1,177 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 8,216 $270K <0.01% +409 13F-HR Timeline SC&H Financial Advisors, Inc. More: the full row for SC&H Financial Advisors, Inc. 8,182 $269K 0.04% 0 13F-HR Timeline Morse Asset Management, Inc More: the full row for Morse Asset Management, Inc 8,000 $263K 0.05% -150 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 7,840 $258K 0.01% +1,100 13F-HR Timeline SIMPLEX TRADING, LLC More: the full row for SIMPLEX TRADING, LLC 7,821 $257K 0.01% new 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 7,606 $251K 0.02% 0 13F-HR Timeline First PREMIER Bank More: the full row for First PREMIER Bank 7,582 $249K 0.06% 0 13F-HR Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 7,095 $243K 0.01% +31 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 7,119 $234K <0.01% 0 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 7,053 $232K <0.01% -450 13F-HR Timeline Mirador Capital Partners LP More: the full row for Mirador Capital Partners LP 6,944 $228K 0.03% 0 13F-HR Timeline GEODE CAPITAL MANAGEMENT, LLC in group GEODE CAPITAL MANAGEMENT, LLC More: the full row for GEODE CAPITAL MANAGEMENT, LLC 4,970 $228K <0.01% -13,654 13F-HR Timeline Group Evercore Wealth Management, LLC More: the full row for Evercore Wealth Management, LLC 6,896 $227K <0.01% 0 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 6,882 $226K 0.01% 0 13F-HR Timeline Creegan & Nassoura Financial Group, LLC More: the full row for Creegan & Nassoura Financial Group, LLC 6,860 $226K 0.15% 0 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 6,842 $225K <0.01% -919 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 6,774 $223K 0.01% 0 13F-HR Timeline Tyche Wealth Partners LLC More: the full row for Tyche Wealth Partners LLC 6,756 $222K 0.04% +500 13F-HR Timeline Roof Eidam Maycock Peralta, LLC More: the full row for Roof Eidam Maycock Peralta, LLC 6,750 $222K 0.05% 0 13F-HR Timeline DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 6,750 $222K <0.01% 0 13F-HR Timeline Empower Advisory Group, LLC in group Empower Annuity Insurance Co … More: the full row for Empower Advisory Group, LLC 6,521 $214K <0.01% -316 13F-HR Timeline Group Ironwood Investment Counsel, LLC More: the full row for Ironwood Investment Counsel, LLC 6,483 $213K 0.03% -85 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 6,154 $202K 0.06% 0 13F-HR Timeline ACADIAN ASSET MANAGEMENT LLC in group ACADIAN ASSET MANAGEMENT LLC More: the full row for ACADIAN ASSET MANAGEMENT LLC 5,854 $192K <0.01% new 13F-HR Timeline Group State of Wyoming More: the full row for State of Wyoming 5,640 $186K 0.02% +1,991 13F-HR Timeline JCIC Asset Management Inc. More: the full row for JCIC Asset Management Inc. 5,244 $172K 0.05% 13F-HR Timeline LOUISBOURG INVESTMENTS INC. More: the full row for LOUISBOURG INVESTMENTS INC. 4,958 $163K 0.04% +3,000 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 4,725 $155K 0.01% 0 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 4,499 $148K <0.01% 0 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 4,400 $145K <0.01% 0 13F-HR Timeline Group HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 4,287 $141K 0.02% 0 13F-HR Timeline Sawyer & Company, Inc More: the full row for Sawyer & Company, Inc 3,750 $126K 0.05% 0 13F-HR Timeline DELTA ASSET MANAGEMENT LLC/TN More: the full row for DELTA ASSET MANAGEMENT LLC/TN 3,767 $124K 0.01% 0 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 3,745 $123K <0.01% new 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 3,200 $105K 0.01% 0 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 3,075 $101K 0.02% 0 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 2,916 $95.9K <0.01% -820 13F-HR Timeline Group Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 2,875 $94.6K <0.01% 0 13F-HR/A Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 2,836 $93.3K <0.01% +2,611 13F-HR Timeline Group LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 2,808 $92.4K 0.01% -59 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 2,758 $90.7K 0.03% new 13F-HR Timeline Pandora Wealth, Inc. More: the full row for Pandora Wealth, Inc. 2,700 $88.8K 0.05% 0 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 2,650 $87.2K <0.01% +127 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 2,592 $85.2K <0.01% new 13F-HR Timeline Guinness Asset Management LTD More: the full row for Guinness Asset Management LTD 2,452 $81.2K <0.01% new 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 2,451 $80.6K <0.01% 0 13F-HR/A Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 2,277 $74.9K 0.01% 0 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 2,245 $73.8K <0.01% +1,177 13F-HR Timeline Group AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 2,160 $71K <0.01% +325 13F-HR Timeline Colonial Trust Co / SC in group Colonial Trust Advisors More: the full row for Colonial Trust Co / SC 2,025 $66.6K 0.01% 0 13F-HR Timeline Group Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 1,985 $65.3K <0.01% -864 13F-HR Timeline SUMMIT SECURITIES GROUP LLC More: the full row for SUMMIT SECURITIES GROUP LLC 1,900 $62.5K 0.02% new 13F-HR Timeline ARCADIA INVESTMENT MANAGEMENT CORP/MI More: the full row for ARCADIA INVESTMENT MANAGEMENT CORP/MI 1,875 $61.7K 0.01% 0 13F-HR Timeline CITY HOLDING CO More: the full row for CITY HOLDING CO 1,800 $59.2K 0.01% new 13F-HR Timeline GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 1,697 $55.8K 0.01% 0 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 1,500 $49.3K 0.01% -689 13F-HR Timeline Westfuller Advisors, LLC More: the full row for Westfuller Advisors, LLC 1,327 $43.6K 0.02% new 13F-HR Timeline Evelyn Partners Investment Management L… in group Evelyn Partners Group Ltd More: the full row for Evelyn Partners Investment Management LLP 1,275 $41.9K <0.01% 0 13F-HR Timeline Group WFA Asset Management Corp More: the full row for WFA Asset Management Corp 1,141 $40K 0.02% 0 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 1,171 $38.5K 0.01% +8 13F-HR Timeline BROADWATER CAPITAL MANAGEMENT LLC More: the full row for BROADWATER CAPITAL MANAGEMENT LLC 1,170 $38.5K 0.03% -38,025 13F-HR/A Timeline North Capital, Inc. More: the full row for North Capital, Inc. 1,162 $38.2K 0.03% +1 13F-HR Timeline OPTIMUM INVESTMENT ADVISORS More: the full row for OPTIMUM INVESTMENT ADVISORS 1,125 $37K 0.01% 0 13F-HR Timeline Bank & Trust Co More: the full row for Bank & Trust Co 1,125 $37K 0.03% 0 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 968 $32.9K <0.01% +5 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 972 $32K 0.01% 0 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 950 $31.2K <0.01% 0 13F-HR Timeline Western Pacific Wealth Management, LP More: the full row for Western Pacific Wealth Management, LP 887 $29.2K 0.03% 0 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 830 $27.3K <0.01% +5 13F-HR Timeline Promus Capital, LLC More: the full row for Promus Capital, LLC 820 $27K 0.02% 0 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 808 $26.6K <0.01% new 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 804 $26.4K <0.01% +118 13F-HR Timeline Group Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 788 $25.9K <0.01% -2,642 13F-HR Timeline Group HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 737 $24K <0.01% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Strategic Advocates LLC More: the full row for Strategic Advocates LLC 700 $23K 0.01% new 13F-HR Timeline IFS Advisors, LLC More: the full row for IFS Advisors, LLC 675 $22.2K 0.01% 0 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 625 $20.6K <0.01% 0 13F-HR Timeline Group Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 562 $18.5K 0.01% 0 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 562 $18.5K <0.01% 0 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 551 $18.1K <0.01% +7 13F-HR Timeline Group Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 461 $15.2K <0.01% 0 13F-HR Timeline RESOURCES MANAGEMENT CORP /CT/ /ADV More: the full row for RESOURCES MANAGEMENT CORP /CT/ /ADV 450 $15K <0.01% 0 13F-HR/A Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 450 $14.8K <0.01% 0 13F-HR Timeline Group Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 424 $13.9K 0.02% 0 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 415 $13.6K <0.01% 0 13F-HR Timeline Group Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 355 $11.7K <0.01% 0 13F-HR/A Timeline BIRCHBROOK, INC. More: the full row for BIRCHBROOK, INC. 340 $11.2K 0.01% 0 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 303 $9.97K <0.01% 0 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 300 $9.93K <0.01% 0 13F-HR Timeline Chung Wu Investment Group, LLC More: the full row for Chung Wu Investment Group, LLC 300 $9.87K 0.01% 0 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 300 $9.87K <0.01% new 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 300 $9.87K <0.01% 0 13F-HR Timeline BARCLAYS PLC in group BARCLAYS PLC More: the full row for BARCLAYS PLC 299 $9.83K <0.01% +200 13F-HR/A Timeline Group PFS Partners, LLC More: the full row for PFS Partners, LLC 270 $8.87K <0.01% +4 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 250 $8.22K <0.01% 0 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 250 $8.22K <0.01% 0 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 195 $6.41K <0.01% 0 13F-HR Timeline Group Scarborough Advisors, LLC More: the full row for Scarborough Advisors, LLC 171 $5.62K <0.01% 0 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 165 $5.42K <0.01% +14 13F-HR Timeline Group MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 160 $5.26K <0.01% 0 13F-HR Timeline Pacifica Partners Inc. More: the full row for Pacifica Partners Inc. 150 $4.98K <0.01% -1,952 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 150 $4.93K <0.01% new 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 113 $3.72K <0.01% new 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 111 $3.65K <0.01% 0 13F-HR Timeline RHUMBLINE ADVISERS More: the full row for RHUMBLINE ADVISERS 90 $2.96K <0.01% 0 13F-HR Timeline Mascoma Wealth Management LLC More: the full row for Mascoma Wealth Management LLC 75 $2.47K <0.01% 0 13F-HR Timeline Smallwood Wealth Investment Management,… More: the full row for Smallwood Wealth Investment Management, LLC 64 $2.11K <0.01% 0 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 50 $1.65K <0.01% 0 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 45 $1K <0.01% 0 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 30 $987 <0.01% 0 13F-HR Timeline Robinswood Financial LLC More: the full row for Robinswood Financial LLC 19 $624 <0.01% 0 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 11 $360 <0.01% -77 13F-HR Timeline Guerra Advisors Inc More: the full row for Guerra Advisors Inc 2 $66 <0.01% new 13F-HR Timeline