Hennion & Walsh Asset Management, Inc. More: the full row for Hennion & Walsh Asset Management, Inc. 15,718 $1.85M 0.05% +2,796 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 15,717 $1.85M 0.05% +684 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 15,711 $1.85M 0.21% -931 13F-HR Timeline IFC Advisors LLC More: the full row for IFC Advisors LLC 15,690 $1.85M 0.23% -10 13F-HR Timeline South Dakota Investment Council More: the full row for South Dakota Investment Council 15,680 $1.84M 0.03% -1,000 13F-HR Timeline Assenagon Asset Management S.A. More: the full row for Assenagon Asset Management S.A. 15,669 $1.84M <0.01% +3,190 13F-HR/A Timeline PARR MCKNIGHT WEALTH MANAGEMENT GROUP, … More: the full row for PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC 15,642 $1.84M 0.22% new 13F-HR Timeline TICINO WEALTH More: the full row for TICINO WEALTH 15,594 $1.83M 0.58% +9,552 13F-HR Timeline INFRASTRUCTURE CAPITAL ADVISORS, LLC More: the full row for INFRASTRUCTURE CAPITAL ADVISORS, LLC 15,567 $1.83M 0.14% +5,079 13F-HR Timeline MWA Asset Management More: the full row for MWA Asset Management 15,468 $1.82M 0.82% +374 13F-HR Timeline LM Advisors LLC More: the full row for LM Advisors LLC 15,549 $1.82M 0.21% +13,318 13F-HR Timeline Robeco Institutional Asset Management B… in group Robeco Institutional Asset Ma… More: the full row for Robeco Institutional Asset Management B.V. 15,421 $1.81M <0.01% -4,467 13F-HR Timeline Group Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 15,420 $1.81M 0.04% +2,169 13F-HR Timeline Altus Wealth Group LLC More: the full row for Altus Wealth Group LLC 15,377 $1.81M 0.65% -1,902 13F-HR Timeline Allied Private Wealth LLC More: the full row for Allied Private Wealth LLC 15,158 $1.8M 1.15% 13F-HR Timeline Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 14,616 $1.8M 0.17% -872 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 15,256 $1.8M 0.02% -47 13F-HR Timeline XML Financial, LLC More: the full row for XML Financial, LLC 15,244 $1.79M 0.13% -2,557 13F-HR Timeline Canada Post Corp Registered Pension Plan More: the full row for Canada Post Corp Registered Pension Plan 15,210 $1.79M 0.06% 0 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 15,209 $1.79M 0.03% +306 13F-HR Timeline Verition Fund Management LLC More: the full row for Verition Fund Management LLC 15,155 $1.78M 0.01% +676 13F-HR/A Timeline CITIZENS & NORTHERN CORP in group CITIZENS & NORTHERN CORP More: the full row for CITIZENS & NORTHERN CORP 15,154 $1.78M 0.41% -223 13F-HR Timeline Group Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 15,142 $1.78M 0.02% +178 13F-HR Timeline Parcion Private Wealth LLC More: the full row for Parcion Private Wealth LLC 15,128 $1.78M 0.1% -41 13F-HR Timeline SIT INVESTMENT ASSOCIATES INC in group SIT INVESTMENT ASSOCIATES INC More: the full row for SIT INVESTMENT ASSOCIATES INC 15,100 $1.78M 0.03% 0 13F-HR Timeline Group Morningstar Investment Management LLC in group Morningstar Investment Manage… More: the full row for Morningstar Investment Management LLC 15,435 $1.77M 0.11% 0 13F-HR Timeline Group PRUDENTIAL PLC in group PRUDENTIAL PLC More: the full row for PRUDENTIAL PLC 15,064 $1.77M 0.01% 0 13F-HR Timeline Group Acorn Wealth Advisors, LLC More: the full row for Acorn Wealth Advisors, LLC 14,920 $1.76M 0.43% -158 13F-HR Timeline Tema ETFs LLC More: the full row for Tema ETFs LLC 14,855 $1.75M 0.06% +957 13F-HR Timeline ZEVENBERGEN CAPITAL INVESTMENTS LLC More: the full row for ZEVENBERGEN CAPITAL INVESTMENTS LLC 14,830 $1.75M 0.04% -970 13F-HR Timeline Waterfront Wealth Inc. More: the full row for Waterfront Wealth Inc. 14,100 $1.74M 0.27% 0 13F-HR Timeline Stenger Family Office, LLC More: the full row for Stenger Family Office, LLC 14,746 $1.74M 0.28% +114 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 14,732 $1.73M 0.02% +46 13F-HR Timeline Accretive Wealth Partners, LLC More: the full row for Accretive Wealth Partners, LLC 14,683 $1.73M 0.42% +353 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 14,626 $1.72M 0.04% -10 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 14,424 $1.7M 0.01% +3,328 13F-HR Timeline Havemeyer Place LP More: the full row for Havemeyer Place LP 14,389 $1.69M 0.17% -57,223 13F-HR Timeline Aljian Capital Management, LLC More: the full row for Aljian Capital Management, LLC 14,329 $1.69M 0.31% +405 13F-HR Timeline Kampmann Melissa S. More: the full row for Kampmann Melissa S. 14,260 $1.68M 1.27% -4,330 13F-HR Timeline WATERS PARKERSON & CO., LLC More: the full row for WATERS PARKERSON & CO., LLC 14,218 $1.67M 0.08% -228 13F-HR Timeline CAISSE DES DEPOTS ET CONSIGNATIONS More: the full row for CAISSE DES DEPOTS ET CONSIGNATIONS 14,214 $1.67M 0.03% -6,348 13F-HR Timeline CULBERTSON A N & CO INC More: the full row for CULBERTSON A N & CO INC 14,193 $1.67M 0.19% +4,105 13F-HR Timeline Z3 Capital Partners, LLC More: the full row for Z3 Capital Partners, LLC 14,144 $1.66M 0.35% -257 13F-HR Timeline Hurley Capital, LLC More: the full row for Hurley Capital, LLC 14,133 $1.66M 0.86% +307 13F-HR Timeline Arete Wealth Advisors, LLC More: the full row for Arete Wealth Advisors, LLC 14,076 $1.66M 0.11% +87 13F-HR/A Timeline Frec Markets, Inc. in group Frec Markets, Inc. More: the full row for Frec Markets, Inc. 14,016 $1.65M 0.15% +4,640 13F-HR Timeline Group Caption Management, LLC More: the full row for Caption Management, LLC 14,000 $1.65M 0.06% -51,200 13F-HR Timeline Vinva Investment Management Ltd More: the full row for Vinva Investment Management Ltd 14,300 $1.64M 0.01% -7,433 13F-HR Timeline Covenant Asset Management, LLC More: the full row for Covenant Asset Management, LLC 13,934 $1.64M 0.29% -783 13F-HR Timeline Lodestone Wealth Management LLC More: the full row for Lodestone Wealth Management LLC 13,914 $1.64M 0.58% +15 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. 13,813 $1.63M 0.03% +90 13F-HR Timeline Group OPINICUS CAPITAL, INC. More: the full row for OPINICUS CAPITAL, INC. 13,810 $1.62M 0.87% +445 13F-HR Timeline Diligent Investors, LLC More: the full row for Diligent Investors, LLC 13,791 $1.62M 0.36% -757 13F-HR Timeline MBM WEALTH CONSULTANTS, LLC More: the full row for MBM WEALTH CONSULTANTS, LLC 13,765 $1.62M 0.31% +2,719 13F-HR Timeline Phoenix Financial Ltd. in group Phoenix Financial Ltd. More: the full row for Phoenix Financial Ltd. 13,750 $1.62M 0.01% new 13F-HR Timeline Group Harbor Advisors LLC More: the full row for Harbor Advisors LLC 13,700 $1.61M 0.2% 0 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 13,698 $1.61M 0.06% +582 13F-HR Timeline Seneca House Advisors More: the full row for Seneca House Advisors 13,660 $1.61M 0.57% -2,424 13F-HR Timeline Bryn Mawr Trust Advisors, LLC More: the full row for Bryn Mawr Trust Advisors, LLC 13,604 $1.6M 0.07% +74 13F-HR Timeline MN Wealth Advisors, LLC More: the full row for MN Wealth Advisors, LLC 13,599 $1.6M 0.68% new 13F-HR Timeline Klingman & Associates, LLC More: the full row for Klingman & Associates, LLC 13,588 $1.6M 0.07% +226 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 13,519 $1.59M 0.01% -299 13F-HR Timeline TRED AVON FAMILY WEALTH, LLC More: the full row for TRED AVON FAMILY WEALTH, LLC 13,479 $1.59M 0.49% -43 13F-HR Timeline Jump Financial, LLC in group Jump Financial, LLC More: the full row for Jump Financial, LLC 13,371 $1.57M 0.01% -48,168 13F-HR Timeline Group Wedmont Private Capital More: the full row for Wedmont Private Capital 12,717 $1.57M 0.04% +5,069 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 13,285 $1.56M 0.08% +176 13F-HR Timeline LexAurum Advisors, LLC More: the full row for LexAurum Advisors, LLC 13,243 $1.56M 0.18% -3,069 13F-HR Timeline SIG BROKERAGE, LP More: the full row for SIG BROKERAGE, LP 13,212 $1.55M 0.25% +9,206 13F-HR Timeline NEW VERNON INVESTMENT MANAGEMENT LLC in group New Vernon Capital Holdings I… More: the full row for NEW VERNON INVESTMENT MANAGEMENT LLC 13,201 $1.55M 1.9% 0 13F-HR Timeline Group LORING WOLCOTT & COOLIDGE FIDUCIARY ADV… More: the full row for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 13,141 $1.55M 0.02% +684 13F-HR Timeline Northside Capital Management, LLC More: the full row for Northside Capital Management, LLC 13,118 $1.54M 0.13% +18 13F-HR Timeline THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 13,112 $1.54M 0.07% -893 13F-HR Timeline Verity & Verity, LLC More: the full row for Verity & Verity, LLC 13,085 $1.54M 0.11% +350 13F-HR Timeline Old North State Trust, LLC More: the full row for Old North State Trust, LLC 13,075 $1.54M 0.79% +1,602 13F-HR Timeline Davidson Kahn Capital Management, LLC More: the full row for Davidson Kahn Capital Management, LLC 13,054 $1.54M 0.66% -471 13F-HR Timeline PATRICK M SWEENEY & ASSOCIATES, INC More: the full row for PATRICK M SWEENEY & ASSOCIATES, INC 13,042 $1.53M 0.88% +297 13F-HR Timeline HARBOR CAPITAL ADVISORS, INC. More: the full row for HARBOR CAPITAL ADVISORS, INC. 13,033 $1.53M 0.1% +28 13F-HR Timeline Sandy Cove Advisors, LLC More: the full row for Sandy Cove Advisors, LLC 12,956 $1.52M 0.38% +360 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 12,954 $1.52M 0.05% -424 13F-HR Timeline BRANDYWINE OAK PRIVATE WEALTH LLC More: the full row for BRANDYWINE OAK PRIVATE WEALTH LLC 12,811 $1.51M 0.11% 0 13F-HR Timeline Carolina Wealth Advisors, LLC More: the full row for Carolina Wealth Advisors, LLC 12,777 $1.5M 0.59% -139 13F-HR Timeline RiverPark Advisors, LLC in group RiverPark Advisors, LLC More: the full row for RiverPark Advisors, LLC 12,739 $1.5M 0.68% -968 13F-HR Timeline Group CAPITAL CITY TRUST CO/FL More: the full row for CAPITAL CITY TRUST CO/FL 12,666 $1.49M 0.31% -1,285 13F-HR Timeline Papamarkou Wellner Asset Management inc. More: the full row for Papamarkou Wellner Asset Management inc. 12,897 $1.48M 0.93% 0 13F-HR Timeline TCW GROUP INC in group TCW GROUP INC More: the full row for TCW GROUP INC 12,588 $1.48M 0.01% +220 13F-HR Timeline Group RFG Advisory, LLC More: the full row for RFG Advisory, LLC 12,548 $1.48M 0.02% +6,965 13F-HR Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 12,526 $1.47M 0.01% +3,194 13F-HR Timeline Rose Capital Advisors LLC More: the full row for Rose Capital Advisors LLC 12,484 $1.47M 0.79% 13F-HR Timeline Twin Tree Management, LP More: the full row for Twin Tree Management, LP 12,460 $1.47M 0.23% new 13F-HR Timeline BRAVE ASSET MANAGEMENT INC More: the full row for BRAVE ASSET MANAGEMENT INC 12,419 $1.46M 0.31% 0 13F-HR Timeline HARMONY ASSET MANAGEMENT LLC More: the full row for HARMONY ASSET MANAGEMENT LLC 12,372 $1.46M 0.39% -198 13F-HR Timeline Vontobel Holding Ltd. in group Vontobel Holding Ltd. More: the full row for Vontobel Holding Ltd. 12,282 $1.45M <0.01% -9,205 13F-HR Timeline Group Brown Miller Wealth Management, LLC More: the full row for Brown Miller Wealth Management, LLC 12,207 $1.44M 0.36% +721 13F-HR Timeline SPIRIT OF AMERICA MANAGEMENT CORP/NY More: the full row for SPIRIT OF AMERICA MANAGEMENT CORP/NY 12,200 $1.44M 0.27% -3,800 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 12,197 $1.44M 0.02% +1,796 13F-HR Timeline Intrepid Financial Planning Group LLC More: the full row for Intrepid Financial Planning Group LLC 12,178 $1.43M 0.49% -125 13F-HR Timeline SteelPeak Wealth, LLC More: the full row for SteelPeak Wealth, LLC 12,086 $1.42M 0.04% -24,901 13F-HR Timeline Uniting Wealth Partners, LLC More: the full row for Uniting Wealth Partners, LLC 12,056 $1.42M 0.29% 0 13F-HR Timeline Baldwin Investment Management, LLC More: the full row for Baldwin Investment Management, LLC 12,009 $1.41M 0.14% 0 13F-HR Timeline Accel Wealth Management More: the full row for Accel Wealth Management 11,969 $1.41M 0.32% -1,038 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 11,922 $1.4M 0.06% -1,154 13F-HR Timeline Group Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 11,903 $1.4M 0.02% +93 13F-HR Timeline Group DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 11,883 $1.4M 0.02% +222 13F-HR Timeline LMG Wealth Partners, LLC More: the full row for LMG Wealth Partners, LLC 11,854 $1.39M 0.22% +692 13F-HR Timeline MATRIX PRIVATE CAPITAL GROUP LLC More: the full row for MATRIX PRIVATE CAPITAL GROUP LLC 11,822 $1.39M 0.6% +171 13F-HR Timeline SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 11,780 $1.39M 0.09% +135 13F-HR Timeline Freestone Capital Holdings, LLC in group Freestone Capital Holdings, L… More: the full row for Freestone Capital Holdings, LLC 11,741 $1.38M 0.04% +785 13F-HR Timeline Group Benchmark Financial Wealth Advisors, LLC More: the full row for Benchmark Financial Wealth Advisors, LLC 11,730 $1.38M 0.34% +135 13F-HR Timeline MidFirst Bank More: the full row for MidFirst Bank 11,710 $1.38M 0.1% +329 13F-HR Timeline Curi Capital, LLC More: the full row for Curi Capital, LLC 11,703 $1.38M 0.02% +484 13F-HR Timeline INSPIRE TRUST CO, N.A. More: the full row for INSPIRE TRUST CO, N.A. 11,700 $1.38M 0.19% 0 13F-HR Timeline Plato Investment Management Ltd More: the full row for Plato Investment Management Ltd 11,761 $1.38M 0.08% -769 13F-HR Timeline Curated Wealth Partners LLC More: the full row for Curated Wealth Partners LLC 11,666 $1.37M 0.16% +384 13F-HR/A Timeline Shay Capital LLC More: the full row for Shay Capital LLC 11,600 $1.36M 0.15% 0 13F-HR Timeline AVITY INVESTMENT MANAGEMENT INC. More: the full row for AVITY INVESTMENT MANAGEMENT INC. 11,585 $1.36M 0.09% 0 13F-HR Timeline Dakota Wealth Management More: the full row for Dakota Wealth Management 11,541 $1.36M 0.03% -1,499 13F-HR Timeline Pinnacle West Asset Management, Inc. More: the full row for Pinnacle West Asset Management, Inc. 11,543 $1.36M 0.94% 0 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 11,492 $1.35M 0.03% -324 13F-HR Timeline SFMG, LLC More: the full row for SFMG, LLC 11,458 $1.35M 0.08% +134 13F-HR Timeline Fjell Capital, LLC More: the full row for Fjell Capital, LLC 11,398 $1.34M 0.91% +638 13F-HR Timeline HOWLAND CAPITAL MANAGEMENT LLC More: the full row for HOWLAND CAPITAL MANAGEMENT LLC 11,366 $1.34M 0.05% -60,376 13F-HR Timeline Aspen Grove Capital, LLC More: the full row for Aspen Grove Capital, LLC 11,175 $1.32M 0.19% +179 13F-HR Timeline Insight Advisors, LLC/ PA More: the full row for Insight Advisors, LLC/ PA 11,161 $1.31M 0.23% -304 13F-HR Timeline MITCHELL & PAHL PRIVATE WEALTH, LLC More: the full row for MITCHELL & PAHL PRIVATE WEALTH, LLC 11,144 $1.31M 0.48% -219 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 11,120 $1.31M 0.02% -727 13F-HR Timeline KINTRA WEALTH, LLC More: the full row for KINTRA WEALTH, LLC 8,754 $1.31M 0.07% +2,596 13F-HR Timeline Orange Investment Advisors, Inc. More: the full row for Orange Investment Advisors, Inc. 11,104 $1.31M 0.16% +17 13F-HR Timeline Cordoba Advisory Partners LLC More: the full row for Cordoba Advisory Partners LLC 11,138 $1.31M 0.28% -149 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 11,041 $1.3M 0.06% +2,950 13F-HR Timeline KING LUTHER CAPITAL MANAGEMENT CORP More: the full row for KING LUTHER CAPITAL MANAGEMENT CORP 11,036 $1.3M 0.01% -610 13F-HR Timeline Hills Bank & Trust Co in group Hills Bank & Trust Co More: the full row for Hills Bank & Trust Co 11,027 $1.3M 0.06% -1,317 13F-HR Timeline Group COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 11,002 $1.29M 0.02% +430 13F-HR Timeline AR ASSET MANAGEMENT INC More: the full row for AR ASSET MANAGEMENT INC 11,000 $1.29M 0.24% 0 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 10,892 $1.28M 0.2% +8,987 13F-HR Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 10,860 $1.28M 0.05% -498 13F-HR Timeline VIAWEALTH, LLC More: the full row for VIAWEALTH, LLC 10,839 $1.28M 0.64% +2,099 13F-HR Timeline Connecticut Wealth Management, LLC More: the full row for Connecticut Wealth Management, LLC 10,790 $1.27M 0.05% -279 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 10,783 $1.27M 0.11% +741 13F-HR Timeline PITTENGER & ANDERSON INC More: the full row for PITTENGER & ANDERSON INC 10,775 $1.27M 0.05% -21,970 13F-HR Timeline Cornerstone Planning, LLC More: the full row for Cornerstone Planning, LLC 10,756 $1.27M 0.29% +169 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 10,712 $1.26M 0.02% +2,944 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 10,706 $1.26M 0.03% +387 13F-HR Timeline Group SVB WEALTH LLC More: the full row for SVB WEALTH LLC 10,706 $1.26M 0.08% +3,718 13F-HR Timeline Parrish Capital LLC More: the full row for Parrish Capital LLC 10,683 $1.26M 1.21% -1,680 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 10,643 $1.25M 0.02% +1,527 13F-HR Timeline WALTER & KEENAN WEALTH MANAGEMENT LLC /… More: the full row for WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV 10,566 $1.24M 0.31% -49 13F-HR Timeline Crescent Grove Advisors, LLC More: the full row for Crescent Grove Advisors, LLC 10,550 $1.24M 0.11% -769 13F-HR Timeline ANB BANK More: the full row for ANB BANK 10,550 $1.24M 0.46% -90 13F-HR Timeline Lebenthal Global Advisors, LLC in group Lebenthal Global Advisors, LLC More: the full row for Lebenthal Global Advisors, LLC 10,500 $1.24M 0.17% +443 13F-HR Timeline Group DEARBORN PARTNERS LLC More: the full row for DEARBORN PARTNERS LLC 10,494 $1.23M 0.07% 0 13F-HR/A Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 10,439 $1.23M 0.1% -1,363 13F-HR Timeline Group Marshall Financial Group, LLC More: the full row for Marshall Financial Group, LLC 10,422 $1.23M 0.18% +6,876 13F-HR Timeline RiverFront Investment Group, LLC More: the full row for RiverFront Investment Group, LLC 10,330 $1.22M 0.02% +646 13F-HR Timeline Avondale Wealth Management More: the full row for Avondale Wealth Management 10,300 $1.21M 0.49% +1,400 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 10,267 $1.21M 0.02% -2,502 13F-HR Timeline Group Intrua Financial, LLC More: the full row for Intrua Financial, LLC 10,241 $1.21M 0.11% -2,134 13F-HR Timeline HERITAGE INVESTORS MANAGEMENT CORP More: the full row for HERITAGE INVESTORS MANAGEMENT CORP 10,231 $1.2M 0.03% -50 13F-HR Timeline Gratus Wealth Advisors, LLC More: the full row for Gratus Wealth Advisors, LLC 10,228 $1.2M 0.15% +129 13F-HR Timeline GATEWAY INVESTMENT ADVISERS LLC More: the full row for GATEWAY INVESTMENT ADVISERS LLC 10,222 $1.2M 0.01% -2,082 13F-HR Timeline KIRTLAND HILLS CAPITAL MANAGEMENT, LLC More: the full row for KIRTLAND HILLS CAPITAL MANAGEMENT, LLC 10,151 $1.19M 0.34% -323 13F-HR Timeline BBR PARTNERS, LLC More: the full row for BBR PARTNERS, LLC 10,098 $1.19M 0.06% +1 13F-HR Timeline TBH Global Asset Management, LLC More: the full row for TBH Global Asset Management, LLC 10,074 $1.19M 0.22% +1 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 10,064 $1.18M 0.02% +661 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 10,037 $1.18M 0.08% +12 13F-HR Timeline Zhang Financial LLC More: the full row for Zhang Financial LLC 10,028 $1.18M 0.03% -1,790 13F-HR Timeline Morse Asset Management, Inc More: the full row for Morse Asset Management, Inc 10,024 $1.18M 0.2% -2,163 13F-HR Timeline Buckland Partners Management Co LLC More: the full row for Buckland Partners Management Co LLC 10,000 $1.18M 0.58% 0 13F-HR Timeline Seelaus Asset Management LLC More: the full row for Seelaus Asset Management LLC 9,998 $1.18M 0.83% +41 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 10,164 $1.17M 0.04% 0 13F-HR Timeline RMR Wealth Builders More: the full row for RMR Wealth Builders 9,901 $1.17M 0.07% -21,388 13F-HR Timeline Carnegie Lake Advisors LLC More: the full row for Carnegie Lake Advisors LLC 9,900 $1.16M 0.43% 0 13F-HR Timeline Davis Investment Partners, LLC More: the full row for Davis Investment Partners, LLC 9,867 $1.16M 0.35% +29 13F-HR Timeline PGIM Custom Harvest LLC in group PGIM INVESTMENTS LLC More: the full row for PGIM Custom Harvest LLC 9,849 $1.16M 0.01% -46 13F-HR Timeline Group MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 9,840 $1.16M 0.01% +232 13F-HR Timeline WESTCO ADVISORY SERVICES INC /ADV More: the full row for WESTCO ADVISORY SERVICES INC /ADV 9,819 $1.16M 0.7% -327 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 10,045 $1.16M 0.05% +889 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 9,804 $1.15M 0.02% 0 13F-HR Timeline ArchPoint Investors More: the full row for ArchPoint Investors 9,800 $1.15M 0.24% -9,800 13F-HR Timeline RDA Financial Network More: the full row for RDA Financial Network 9,783 $1.15M 0.25% +13 13F-HR Timeline Godshalk Welsh Capital Management, Inc. More: the full row for Godshalk Welsh Capital Management, Inc. 9,780 $1.15M 0.62% -225 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) 9,757 $1.15M 0.03% +66 13F-HR Timeline Group RATIONAL ADVISORS, INC. More: the full row for RATIONAL ADVISORS, INC. 9,754 $1.15M 0.11% +45 13F-HR Timeline JMAC ENTERPRISES LLC More: the full row for JMAC ENTERPRISES LLC 9,750 $1.15M 0.19% +50 13F-HR Timeline AUGUSTINE ASSET MANAGEMENT INC More: the full row for AUGUSTINE ASSET MANAGEMENT INC 9,740 $1.15M 0.23% -1,758 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 9,691 $1.14M 0.06% +1,689 13F-HR Timeline Tradition Wealth Management, LLC More: the full row for Tradition Wealth Management, LLC 9,682 $1.14M 0.07% +806 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 9,638 $1.13M 0.2% -75 13F-HR Timeline Carson Advisory Inc. More: the full row for Carson Advisory Inc. 9,573 $1.13M 0.52% -146 13F-HR Timeline OBSIDIAN CIO, LLC More: the full row for OBSIDIAN CIO, LLC 9,562 $1.13M 0.84% +6,089 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 9,559 $1.12M 0.18% -479 13F-HR Timeline Ellevest, Inc. More: the full row for Ellevest, Inc. 9,567 $1.12M 0.13% +284 13F-HR Timeline Choate Investment Advisors More: the full row for Choate Investment Advisors 9,555 $1.12M 0.02% -345 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 9,491 $1.12M 0.01% -12,199 13F-HR Timeline CANTOR FITZGERALD INVESTMENT ADVISORS L… in group CANTOR FITZGERALD, L. P. More: the full row for CANTOR FITZGERALD INVESTMENT ADVISORS L.P. 9,489 $1.12M 0.08% 0 13F-HR Timeline Group LBMC INVESTMENT ADVISORS, LLC More: the full row for LBMC INVESTMENT ADVISORS, LLC 9,487 $1.12M 0.06% +106 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 9,482 $1.12M 0.03% +2,382 13F-HR Timeline Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 9,454 $1.11M 0.03% +403 13F-HR Timeline Weiss Asset Management LP in group Weiss Asset Management LP More: the full row for Weiss Asset Management LP 9,381 $1.1M 0.01% -20,473 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. Arbor Wealth Advisors LLC More: the full row for Arbor Wealth Advisors LLC 9,370 $1.1M 0.67% 0 13F-HR Timeline Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 9,355 $1.1M 0.15% +120 13F-HR Timeline