Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 249 $1.21M 0.03% -147 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 261 $1.2M 0.01% +17 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 260 $1.2M 0.06% 0 13F-HR Timeline CNB Bank More: the full row for CNB Bank 260 $1.2M 0.61% +26 13F-HR Timeline Fort Point Capital Partners LLC More: the full row for Fort Point Capital Partners LLC 258 $1.19M 0.13% +12 13F-HR Timeline Altshuler Shaham Ltd More: the full row for Altshuler Shaham Ltd 258 $1.19M 0.03% +201 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 254 $1.17M 0.03% +17 13F-HR Timeline Ted Buchan & Co More: the full row for Ted Buchan & Co 252 $1.16M 0.55% +6 13F-HR Timeline Oak Thistle LLC More: the full row for Oak Thistle LLC 251 $1.16M 0.23% -55 13F-HR Timeline Intrinsic Value Partners, LLC More: the full row for Intrinsic Value Partners, LLC 250 $1.15M 1.14% -1 13F-HR Timeline AMIRAL GESTION More: the full row for AMIRAL GESTION 250 $1.15M 0.63% new 13F-HR/A Timeline ALPS ADVISORS INC in group ALPS ADVISORS INC More: the full row for ALPS ADVISORS INC 249 $1.15M 0.01% -19 13F-HR Timeline Group Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 249 $1.15M 0.57% +10 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 248 $1.14M 0.05% 13F-HR Timeline Fayez Sarofim & Co in group Fayez Sarofim & Co More: the full row for Fayez Sarofim & Co 247 $1.14M <0.01% +6 13F-HR Timeline Group Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 245 $1.13M 0.03% +106 13F-HR Timeline Group Compass Ion Advisors, LLC More: the full row for Compass Ion Advisors, LLC 245 $1.13M 0.13% +2 13F-HR Timeline Oak Asset Management, LLC More: the full row for Oak Asset Management, LLC 245 $1.13M 0.41% 0 13F-HR Timeline Garner Asset Management Corp More: the full row for Garner Asset Management Corp 244 $1.12M 0.49% -14 13F-HR Timeline Ironwood Investment Counsel, LLC More: the full row for Ironwood Investment Counsel, LLC 242 $1.11M 0.19% -4 13F-HR Timeline TRANSATLANTIQUE PRIVATE WEALTH LLC More: the full row for TRANSATLANTIQUE PRIVATE WEALTH LLC 241 $1.11M 0.44% -28 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. 240 $1.11M 0.04% -16 13F-HR Timeline Group Alpha Family Trust in group Alpha Family Trust More: the full row for Alpha Family Trust 240 $1.11M 0.65% 0 13F-HR Timeline Group Archford Capital Strategies, LLC More: the full row for Archford Capital Strategies, LLC 240 $1.11M 0.16% -17 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 239 $1.1M 0.09% +60 13F-HR Timeline Lafayette Investments, Inc. More: the full row for Lafayette Investments, Inc. 239 $1.1M 0.23% +6 13F-HR Timeline Williams Jones Wealth Management, LLC. More: the full row for Williams Jones Wealth Management, LLC. 238 $1.1M 0.01% +99 13F-HR Timeline Cross Staff Investments Inc More: the full row for Cross Staff Investments Inc 238 $1.1M 0.83% 0 13F-HR Timeline INCEPTIONR LLC More: the full row for INCEPTIONR LLC 237 $1.09M 0.33% -115 13F-HR Timeline Avantax Planning Partners, Inc. More: the full row for Avantax Planning Partners, Inc. 236 $1.09M 0.04% +13 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 236 $1.09M 0.03% +65 13F-HR Timeline Chicago Capital, LLC More: the full row for Chicago Capital, LLC 235 $1.08M 0.03% +5 13F-HR Timeline United Community Bank in group United Community Bank More: the full row for United Community Bank 235 $1.08M 0.4% +15 13F-HR Timeline Group TRUST CO OF OKLAHOMA More: the full row for TRUST CO OF OKLAHOMA 234 $1.08M 0.37% -219 13F-HR Timeline 1248 Management, LLC More: the full row for 1248 Management, LLC 234 $1.08M 0.46% -22 13F-HR/A Timeline Poehling Capital Management, INC. More: the full row for Poehling Capital Management, INC. 233 $1.07M 0.27% -12 13F-HR Timeline NICOLET ADVISORY SERVICES, LLC in group NICOLET BANKSHARES INC More: the full row for NICOLET ADVISORY SERVICES, LLC 238 $1.07M 0.11% +2 13F-HR Timeline Group Citizens National Bank Trust Department More: the full row for Citizens National Bank Trust Department 232 $1.07M 0.23% -4 13F-HR Timeline Graypoint LLC More: the full row for Graypoint LLC 231 $1.06M 0.07% +5 13F-HR Timeline South Dakota Investment Council More: the full row for South Dakota Investment Council 231 $1.06M 0.02% -5 13F-HR Timeline United Asset Strategies, Inc. More: the full row for United Asset Strategies, Inc. 230 $1.06M 0.1% +11 13F-HR Timeline AFFINITY WEALTH MANAGEMENT LLC More: the full row for AFFINITY WEALTH MANAGEMENT LLC 227 $1.05M 0.19% 0 13F-HR Timeline Prudent Man Advisors, LLC More: the full row for Prudent Man Advisors, LLC 227 $1.05M 0.38% +5 13F-HR Timeline Penobscot Investment Management Company… More: the full row for Penobscot Investment Management Company, Inc. 224 $1.03M 0.1% 0 13F-HR Timeline SHELTON WEALTH MANAGEMENT, LLC More: the full row for SHELTON WEALTH MANAGEMENT, LLC 224 $1.03M 0.59% +1 13F-HR Timeline Choate Investment Advisors More: the full row for Choate Investment Advisors 223 $1.03M 0.03% -13 13F-HR Timeline 111 Capital More: the full row for 111 Capital 223 $1.03M 0.2% -382 13F-HR Timeline CW Advisors, LLC More: the full row for CW Advisors, LLC 221 $1.02M 0.01% +26 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 222 $1.02M 0.12% +11 13F-HR Timeline Mezzasalma Advisors, LLC More: the full row for Mezzasalma Advisors, LLC 222 $1.02M 0.35% -15 13F-HR Timeline OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 221 $1.02M 0.02% +81 13F-HR Timeline Group PDS Planning, Inc More: the full row for PDS Planning, Inc 219 $1.01M 0.09% +18 13F-HR Timeline SCHWARZ DYGOS WHEELER INVESTMENT ADVISO… More: the full row for SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC 219 $1.01M 0.24% -2 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 219 $1.01M 0.01% +26 13F-HR Timeline COZAD ASSET MANAGEMENT INC More: the full row for COZAD ASSET MANAGEMENT INC 218 $1M 0.1% +107 13F-HR Timeline Birch Hill Investment Advisors LLC More: the full row for Birch Hill Investment Advisors LLC 218 $1M 0.05% 0 13F-HR Timeline Kennebec Savings Bank More: the full row for Kennebec Savings Bank 217 $1000K 1.06% 0 13F-HR Timeline Reynders McVeigh Capital Management, LLC More: the full row for Reynders McVeigh Capital Management, LLC 216 $995K 0.06% 0 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 214 $992K 0.09% +12 13F-HR/A Timeline Clare Market Investments LLC More: the full row for Clare Market Investments LLC 215 $990K 0.26% +70 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 214 $986K 0.06% -1 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC group of 2 filers holding More: the full row for ANGELES WEALTH MANAGEMENT, LLC 214 $986K -64 Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 212 $978K 0.04% -36 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 212 $977K 0.04% +15 13F-HR Timeline Quintet Private Bank (Europe) S.A. More: the full row for Quintet Private Bank (Europe) S.A. 212 $977K 0.06% +1 13F-HR Timeline Teewinot Capital Advisers, L.L.C. More: the full row for Teewinot Capital Advisers, L.L.C. 211 $972K 0.1% new 13F-HR Timeline WESTFIELD CAPITAL MANAGEMENT CO LP More: the full row for WESTFIELD CAPITAL MANAGEMENT CO LP 210 $967K <0.01% 0 13F-HR Timeline CLIENT 1ST ADVISORY GROUP, LLC More: the full row for CLIENT 1ST ADVISORY GROUP, LLC 210 $967K 0.38% 0 13F-HR Timeline Clarendon Private LLC More: the full row for Clarendon Private LLC 208 $958K 1.01% +26 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 208 $957K 0.05% +78 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 206 $950K 0.06% +21 13F-HR Timeline Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 206 $949K 0.07% +15 13F-HR Timeline KIRTLAND HILLS CAPITAL MANAGEMENT, LLC More: the full row for KIRTLAND HILLS CAPITAL MANAGEMENT, LLC 207 $947K 0.58% +3 13F-HR Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 205 $946K 0.15% -5 13F-HR Timeline Rossmore Private Capital More: the full row for Rossmore Private Capital 205 $944K 0.12% 0 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 205 $944K 0.08% +3 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 205 $943K 0.04% new 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) 496 $942K 0.03% -1,797 13F-HR Timeline Group YANKCOM Partnership More: the full row for YANKCOM Partnership 204 $940K 0.52% -2 13F-HR Timeline Oregon Pacific Wealth Management, LLC More: the full row for Oregon Pacific Wealth Management, LLC 204 $940K 0.94% +17 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 202 $932K 0.03% +121 13F-HR Timeline PIAR LLC More: the full row for PIAR LLC 201 $926K 1.03% 0 13F-HR Timeline PLATINUM INVESTMENT MANAGEMENT LTD More: the full row for PLATINUM INVESTMENT MANAGEMENT LTD 200 $921K 0.05% 0 13F-HR Timeline United Super Pty Ltd in its capacity as… More: the full row for United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund 200 $921K 0.04% 0 13F-HR Timeline Accent Capital Management, LLC More: the full row for Accent Capital Management, LLC 200 $921K 0.53% 0 13F-HR Timeline Fairtree Asset Management (Pty) Ltd More: the full row for Fairtree Asset Management (Pty) Ltd 200 $921K 0.74% +98 13F-HR Timeline GSA CAPITAL PARTNERS LLP More: the full row for GSA CAPITAL PARTNERS LLP 200 $921K 0.08% -133 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 198 $912K 0.01% -12 13F-HR Timeline Virtue Capital Management, LLC More: the full row for Virtue Capital Management, LLC 198 $912K 0.11% +92 13F-HR Timeline SPINNAKER TRUST More: the full row for SPINNAKER TRUST 197 $908K 0.06% 0 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 196 $903K 0.02% +103 13F-HR Timeline Carnegie Investment Counsel More: the full row for Carnegie Investment Counsel 212 $902K 0.02% -41 13F-HR Timeline Buttonwood Financial Advisors Inc. More: the full row for Buttonwood Financial Advisors Inc. 195 $899K 0.39% 0 13F-HR Timeline OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 195 $898K 0.02% +35 13F-HR Timeline BSW Wealth Partners More: the full row for BSW Wealth Partners 194 $894K 0.14% 0 13F-HR Timeline Riverbend Wealth Management, LLC More: the full row for Riverbend Wealth Management, LLC 194 $892K 0.8% +8 13F-HR Timeline Westover Capital Advisors, LLC More: the full row for Westover Capital Advisors, LLC 193 $889K 0.2% -5 13F-HR Timeline Canopy Partners, LLC More: the full row for Canopy Partners, LLC 192 $885K 0.34% 0 13F-HR Timeline NorthCrest Asset Manangement, LLC More: the full row for NorthCrest Asset Manangement, LLC 191 $881K 0.03% +60 13F-HR Timeline Wambolt & Associates, LLC More: the full row for Wambolt & Associates, LLC 186 $872K 0.3% -13 13F-HR Timeline One Wealth Map LLC More: the full row for One Wealth Map LLC 196 $870K 0.58% 0 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 187 $862K 0.04% -324 13F-HR Timeline Evercore Wealth Management, LLC More: the full row for Evercore Wealth Management, LLC 187 $861K 0.01% -10 13F-HR Timeline Claro Advisors Inc. More: the full row for Claro Advisors Inc. 186 $857K 0.11% +12 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 186 $857K 0.01% +20 13F-HR Timeline SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 186 $857K 0.11% +3 13F-HR Timeline MONETARY MANAGEMENT GROUP INC More: the full row for MONETARY MANAGEMENT GROUP INC 186 $857K 0.23% -67 13F-HR Timeline Haverford Trust Co More: the full row for Haverford Trust Co 185 $852K 0.01% +3 13F-HR Timeline Hennion & Walsh Asset Management, Inc. More: the full row for Hennion & Walsh Asset Management, Inc. 185 $852K 0.04% +40 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 182 $838K 0.14% +130 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 182 $838K 0.21% -17 13F-HR Timeline Jefferies Financial Group Inc. in group Jefferies Financial Group Inc. More: the full row for Jefferies Financial Group Inc. 182 $838K 0.01% -677 13F-HR Timeline Group Leonard Rickey Investment Advisors P.L.… More: the full row for Leonard Rickey Investment Advisors P.L.L.C. 184 $836K 0.18% -38 13F-HR Timeline LM Advisors LLC More: the full row for LM Advisors LLC 181 $832K 0.15% new 13F-HR Timeline Alta Advisers Ltd in group Alta Advisers Ltd More: the full row for Alta Advisers Ltd 179 $825K 0.35% +70 13F-HR Timeline Group Balentine LLC More: the full row for Balentine LLC 177 $815K 0.03% -6 13F-HR Timeline Bridgefront Capital, LLC More: the full row for Bridgefront Capital, LLC 177 $815K 0.24% new 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 177 $813K 0.02% -17 13F-HR Timeline Wynn Capital, LLC More: the full row for Wynn Capital, LLC 176 $811K 0.48% 0 13F-HR Timeline AlphaQ Advisors LLC More: the full row for AlphaQ Advisors LLC 176 $811K 1.94% -1 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 167 $809K 0.09% +2 13F-HR Timeline Freestone Capital Holdings, LLC in group Freestone Capital Holdings, L… More: the full row for Freestone Capital Holdings, LLC 175 $806K 0.03% -17 13F-HR Timeline Group LECAP ASSET MANAGEMENT LTD More: the full row for LECAP ASSET MANAGEMENT LTD 175 $806K 0.19% +30 13F-HR Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 174 $802K 0.01% -12 13F-HR Timeline Disciplined Equity Management, Inc. More: the full row for Disciplined Equity Management, Inc. 174 $802K 0.56% -58 13F-HR Timeline Net Worth Advisory Group More: the full row for Net Worth Advisory Group 174 $802K 0.25% new 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 173 $798K 0.06% -14 13F-HR Timeline Proficio Capital Partners LLC More: the full row for Proficio Capital Partners LLC 173 $797K 0.06% -1 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 173 $797K 0.08% -11 13F-HR Timeline True North Advisors, LLC More: the full row for True North Advisors, LLC 173 $797K 0.14% new 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 172 $793K 0.01% +29 13F-HR Timeline FUKOKU MUTUAL LIFE INSURANCE Co More: the full row for FUKOKU MUTUAL LIFE INSURANCE Co 172 $792K 0.06% -2 13F-HR Timeline Core Alternative Capital More: the full row for Core Alternative Capital 172 $792K 0.19% +1 13F-HR Timeline Crew Capital Management, Ltd More: the full row for Crew Capital Management, Ltd 172 $792K 0.65% +11 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 171 $788K +3 Timeline Roberts Capital Advisors, LLC More: the full row for Roberts Capital Advisors, LLC 171 $788K 0.69% new 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 168 $786K 0.44% +27 13F-HR Timeline GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 170 $783K 0.14% +10 13F-HR Timeline DOHJ, LLC More: the full row for DOHJ, LLC 169 $780K 0.18% -17 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 169 $779K 0.03% 0 13F-HR Timeline TRUSTMARK BANK TRUST DEPARTMENT More: the full row for TRUSTMARK BANK TRUST DEPARTMENT 169 $779K 0.06% -8 13F-HR Timeline Stockman Wealth Management, Inc. More: the full row for Stockman Wealth Management, Inc. 169 $779K 0.12% +3 13F-HR Timeline CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 169 $779K 0.14% +1 13F-HR Timeline Intelligence Driven Advisers, LLC More: the full row for Intelligence Driven Advisers, LLC 168 $774K 0.15% +5 13F-HR Timeline PRELUDE CAPITAL MANAGEMENT, LLC More: the full row for PRELUDE CAPITAL MANAGEMENT, LLC 167 $769K 0.08% +17 13F-HR Timeline Riverwater Partners LLC More: the full row for Riverwater Partners LLC 167 $769K 0.39% -5 13F-HR Timeline Act Two Investors LLC More: the full row for Act Two Investors LLC 166 $765K 0.16% -23 13F-HR Timeline Financial Enhancement Group LLC More: the full row for Financial Enhancement Group LLC 166 $763K 0.12% +11 13F-HR Timeline Global Trust Asset Management, LLC More: the full row for Global Trust Asset Management, LLC 166 $763K 0.46% 0 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 165 $761K 0.05% +1 13F-HR Timeline ORRSTOWN FINANCIAL SERVICES INC More: the full row for ORRSTOWN FINANCIAL SERVICES INC 165 $760K 0.18% +48 13F-HR Timeline Rockingstone Advisors LLC More: the full row for Rockingstone Advisors LLC 165 $760K 0.34% +30 13F-HR Timeline Jacobsen Capital Management More: the full row for Jacobsen Capital Management 164 $756K 0.33% -14 13F-HR Timeline Greenline Partners, LLC More: the full row for Greenline Partners, LLC 163 $751K 0.12% 0 13F-HR Timeline Pflug Koory, LLC More: the full row for Pflug Koory, LLC 163 $751K 0.42% 0 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 162 $747K 0.04% +27 13F-HR Timeline Group COUNTRY CLUB BANK More: the full row for COUNTRY CLUB BANK 161 $746K 0.05% 0 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 161 $742K 0.27% 0 13F-HR Timeline PATRON PARTNERS, LLC More: the full row for PATRON PARTNERS, LLC 160 $737K 0.4% +47 13F-HR Timeline Dynasty Wealth Management, LLC More: the full row for Dynasty Wealth Management, LLC 160 $737K 0.01% -2 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 158 $729K 0.01% +3 13F-HR Timeline Group DARK FOREST CAPITAL MANAGEMENT LP More: the full row for DARK FOREST CAPITAL MANAGEMENT LP 157 $723K 0.03% 0 13F-HR Timeline Brady Martz Wealth Solutions, LLC More: the full row for Brady Martz Wealth Solutions, LLC 156 $721K 0.16% -1 13F-HR Timeline XML Financial, LLC More: the full row for XML Financial, LLC 156 $719K 0.07% +11 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 155 $714K 0.1% +12 13F-HR Timeline Hyperion Capital Advisors LP More: the full row for Hyperion Capital Advisors LP 155 $714K 0.39% -84 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 155 $712K 0.32% -8 13F-HR Timeline CAPITAL WEALTH MANAGEMENT, LLC More: the full row for CAPITAL WEALTH MANAGEMENT, LLC 154 $709K 0.29% 0 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 153 $706K 0.07% +5 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 150 $691K 0.06% +7 13F-HR Timeline Boit C F David More: the full row for Boit C F David 150 $691K 0.35% new 13F-HR Timeline Fortune Financial Advisors, LLC More: the full row for Fortune Financial Advisors, LLC 149 $686K 0.59% 0 13F-HR Timeline Aberdeen Wealth Management LLC More: the full row for Aberdeen Wealth Management LLC 147 $678K 0.47% 0 13F-HR Timeline DF DENT & CO INC More: the full row for DF DENT & CO INC 147 $677K 0.01% +3 13F-HR Timeline First Bank & Trust More: the full row for First Bank & Trust 147 $677K 0.13% +8 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 143 $670K 0.3% +2 13F-HR Timeline AdvisorShares Investments LLC More: the full row for AdvisorShares Investments LLC 142 $665K 0.13% 0 13F-HR Timeline MOORE CAPITAL MANAGEMENT, LP More: the full row for MOORE CAPITAL MANAGEMENT, LP 144 $663K 0.02% -173 13F-HR/A Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 143 $659K 0.02% +1 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 142 $655K 0.02% +19 13F-HR Timeline Acropolis Investment Management, LLC More: the full row for Acropolis Investment Management, LLC 142 $654K 0.04% -27 13F-HR Timeline Diversify Advisory Services, LLC in group Diversify Advisory Services, … More: the full row for Diversify Advisory Services, LLC 133 $654K 0.04% -7 13F-HR Timeline Group Bremer Bank National Association More: the full row for Bremer Bank National Association 141 $650K 0.12% 0 13F-HR Timeline EVERPAR ADVISORS LLC More: the full row for EVERPAR ADVISORS LLC 141 $650K 0.34% +4 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 140 $647K 0.03% +61 13F-HR Timeline WESBANCO BANK INC More: the full row for WESBANCO BANK INC 140 $645K 0.02% new 13F-HR Timeline FIRST MERCHANTS CORP More: the full row for FIRST MERCHANTS CORP 140 $645K 0.03% 0 13F-HR Timeline ICONIQ Capital, LLC in group ICONIQ Capital, LLC More: the full row for ICONIQ Capital, LLC 140 $645K 0.01% -12 13F-HR Timeline Group L2 Asset Management, LLC More: the full row for L2 Asset Management, LLC 140 $645K 0.13% +12 13F-HR Timeline Live Oak Private Wealth LLC More: the full row for Live Oak Private Wealth LLC 140 $645K 0.1% 0 13F-HR Timeline READYSTATE ASSET MANAGEMENT LP More: the full row for READYSTATE ASSET MANAGEMENT LP 140 $645K 0.03% new 13F-HR Timeline Cove Private Wealth, LLC More: the full row for Cove Private Wealth, LLC 140 $645K 0.34% +42 13F-HR Timeline Inlet Private Wealth, LLC More: the full row for Inlet Private Wealth, LLC 140 $644K 0.17% 0 13F-HR Timeline Nicholas Hoffman & Company, LLC. More: the full row for Nicholas Hoffman & Company, LLC. 139 $640K 0.02% 0 13F-HR/A Timeline The filing omitted confidential holdings, a later amendment may add them. Carolina Wealth Advisors, LLC More: the full row for Carolina Wealth Advisors, LLC 138 $636K 0.34% +99 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 137 $631K 0.09% -3 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 135 $622K 0.04% 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 134 $619K 0.06% -9 13F-HR/A Timeline HOWARD FINANCIAL SERVICES, LTD. More: the full row for HOWARD FINANCIAL SERVICES, LTD. 134 $617K 0.08% +3 13F-HR Timeline Gryphon Financial Partners LLC More: the full row for Gryphon Financial Partners LLC 133 $613K 0.09% +30 13F-HR Timeline