Welch & Forbes LLC More: the full row for Welch & Forbes LLC 14,831 $2.22M 0.03% -48 13F-HR Timeline White Knight Strategic Wealth Advisors,… More: the full row for White Knight Strategic Wealth Advisors, LLC 14,813 $2.22M 1.89% +1,598 13F-HR Timeline Norway Savings Bank More: the full row for Norway Savings Bank 14,798 $2.21M 1.14% +856 13F-HR Timeline RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 14,791 $2.21M 0.05% +2,810 13F-HR Timeline Stenger Family Office, LLC More: the full row for Stenger Family Office, LLC 12,580 $2.21M 0.57% 13F-HR Timeline Covenant Asset Management, LLC More: the full row for Covenant Asset Management, LLC 14,718 $2.2M 0.45% +323 13F-HR Timeline Insight Advisors, LLC/ PA More: the full row for Insight Advisors, LLC/ PA 14,628 $2.19M 0.35% -134 13F-HR Timeline Diligent Investors, LLC More: the full row for Diligent Investors, LLC 14,593 $2.18M 0.52% -7,870 13F-HR Timeline Choate Investment Advisors More: the full row for Choate Investment Advisors 14,579 $2.18M 0.05% -510 13F-HR Timeline Clarius Group, LLC More: the full row for Clarius Group, LLC 14,497 $2.17M 0.13% +131 13F-HR Timeline Ayrshire Capital Management LLC More: the full row for Ayrshire Capital Management LLC 14,444 $2.16M 1.04% +2,028 13F-HR Timeline Accretive Wealth Partners, LLC More: the full row for Accretive Wealth Partners, LLC 14,428 $2.16M 0.71% +176 13F-HR Timeline WATERS PARKERSON & CO., LLC More: the full row for WATERS PARKERSON & CO., LLC 14,428 $2.16M 0.11% -424 13F-HR Timeline Uniting Wealth Partners, LLC More: the full row for Uniting Wealth Partners, LLC 14,356 $2.15M 0.83% +200 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 14,294 $2.14M 0.56% 13F-HR Timeline Douglass Winthrop Advisors, LLC More: the full row for Douglass Winthrop Advisors, LLC 14,237 $2.13M 0.04% 0 13F-HR Timeline KING LUTHER CAPITAL MANAGEMENT CORP More: the full row for KING LUTHER CAPITAL MANAGEMENT CORP 14,236 $2.13M 0.01% +700 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 12,536 $2.12M 0.19% +3,877 13F-HR Timeline OPINICUS CAPITAL, INC. More: the full row for OPINICUS CAPITAL, INC. 14,045 $2.1M 1.6% +338 13F-HR Timeline WOLVERINE TRADING, LLC More: the full row for WOLVERINE TRADING, LLC 13,891 $2.1M 0.05% +6,368 13F-HR Timeline Pekin Hardy Strauss, Inc. More: the full row for Pekin Hardy Strauss, Inc. 14,024 $2.1M 0.24% -400 13F-HR Timeline FORTEM FINANCIAL GROUP, LLC More: the full row for FORTEM FINANCIAL GROUP, LLC 14,023 $2.1M 0.68% +2,175 13F-HR Timeline Pinnacle West Asset Management, Inc. More: the full row for Pinnacle West Asset Management, Inc. 14,010 $2.1M 1.45% -45 13F-HR Timeline Machina Capital S.A.S. More: the full row for Machina Capital S.A.S. 13,991 $2.09M 0.44% +12,163 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 13,899 $2.08M 0.04% +127 13F-HR/A Timeline Harbor Advisors LLC More: the full row for Harbor Advisors LLC 13,700 $2.05M 0.34% 0 13F-HR Timeline Accel Wealth Management More: the full row for Accel Wealth Management 13,661 $2.04M 0.68% -212 13F-HR Timeline WHALEROCK POINT PARTNERS, LLC More: the full row for WHALEROCK POINT PARTNERS, LLC 13,591 $2.03M 0.44% +4,738 13F-HR Timeline THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 13,577 $2.03M 0.14% -494 13F-HR Timeline United Bank More: the full row for United Bank 13,528 $2.02M 0.77% +1,729 13F-HR Timeline DEARBORN PARTNERS LLC More: the full row for DEARBORN PARTNERS LLC 13,502 $2.02M 0.1% -672 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 13,459 $2.01M 0.07% +4,602 13F-HR Timeline Bryn Mawr Trust Advisors, LLC More: the full row for Bryn Mawr Trust Advisors, LLC 13,336 $1.99M 0.11% +770 13F-HR Timeline PATRICK M SWEENEY & ASSOCIATES, INC More: the full row for PATRICK M SWEENEY & ASSOCIATES, INC 12,856 $1.99M 1.37% -754 13F-HR Timeline L & S Advisors Inc More: the full row for L & S Advisors Inc 13,325 $1.99M 0.2% +8,099 13F-HR Timeline SWP Investment Management LLC More: the full row for SWP Investment Management LLC 13,293 $1.99M 2.35% +7,876 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 13,286 $1.99M 0.05% +512 13F-HR/A Timeline Intrepid Financial Planning Group LLC More: the full row for Intrepid Financial Planning Group LLC 13,270 $1.98M 0.83% -334 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 13,250 $1.98M 0.13% +120 13F-HR Timeline Group NEW VERNON INVESTMENT MANAGEMENT LLC in group New Vernon Capital Holdings I… More: the full row for NEW VERNON INVESTMENT MANAGEMENT LLC 13,201 $1.97M 2.3% 0 13F-HR Timeline Group BRANDYWINE OAK PRIVATE WEALTH LLC More: the full row for BRANDYWINE OAK PRIVATE WEALTH LLC 13,194 $1.97M 0.18% +274 13F-HR Timeline GREENLEAF TRUST More: the full row for GREENLEAF TRUST 13,191 $1.97M 0.02% -148 13F-HR Timeline Segment Wealth Management, LLC More: the full row for Segment Wealth Management, LLC 13,172 $1.97M 0.13% -82,747 13F-HR Timeline SPINNAKER TRUST More: the full row for SPINNAKER TRUST 13,123 $1.96M 0.12% +1,551 13F-HR Timeline Lodestone Wealth Management LLC More: the full row for Lodestone Wealth Management LLC 13,121 $1.96M 0.96% +271 13F-HR Timeline SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 13,113 $1.96M 0.16% +335 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 13,084 $1.96M 0.03% +2,560 13F-HR Timeline KPP Advisory Services LLC More: the full row for KPP Advisory Services LLC 13,068 $1.95M 0.32% +596 13F-HR/A Timeline DIMENSION CAPITAL MANAGEMENT LLC More: the full row for DIMENSION CAPITAL MANAGEMENT LLC 13,064 $1.95M 0.31% 0 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 13,010 $1.95M 0.08% +2,851 13F-HR Timeline L.M. KOHN & COMPANY More: the full row for L.M. KOHN & COMPANY 12,929 $1.93M 0.52% +9 13F-HR Timeline Aljian Capital Management, LLC More: the full row for Aljian Capital Management, LLC 12,897 $1.93M 0.42% +9 13F-HR Timeline Arete Wealth Advisors, LLC More: the full row for Arete Wealth Advisors, LLC 12,841 $1.92M 0.14% +2,960 13F-HR Timeline Davidson Kahn Capital Management, LLC More: the full row for Davidson Kahn Capital Management, LLC 12,758 $1.91M 1.23% +1,715 13F-HR Timeline Missouri Trust & Investment Co More: the full row for Missouri Trust & Investment Co 12,777 $1.91M 0.62% +217 13F-HR Timeline MITCHELL & PAHL PRIVATE WEALTH, LLC More: the full row for MITCHELL & PAHL PRIVATE WEALTH, LLC 12,727 $1.9M 0.84% -215 13F-HR Timeline FIRST UNITED BANK & TRUST More: the full row for FIRST UNITED BANK & TRUST 12,715 $1.9M 0.66% +550 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 12,708 $1.9M 0.07% +298 13F-HR Timeline Group HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 12,691 $1.9M 0.08% -200 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 12,679 $1.9M 0.13% +860 13F-HR Timeline Group Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 12,635 $1.89M 0.05% -400 13F-HR/A Timeline iSAM Funds (UK) Ltd in group iSAM Funds (UK) Ltd More: the full row for iSAM Funds (UK) Ltd 12,612 $1.89M 0.41% +4,834 13F-HR Timeline Group Bulltick Wealth Management, LLC More: the full row for Bulltick Wealth Management, LLC 12,569 $1.88M 0.46% +482 13F-HR Timeline Baldwin Investment Management, LLC More: the full row for Baldwin Investment Management, LLC 12,511 $1.87M 0.23% -270 13F-HR Timeline PKS Advisory Services, LLC More: the full row for PKS Advisory Services, LLC 12,481 $1.87M 0.48% +23 13F-HR Timeline Orange Investment Advisors, Inc. More: the full row for Orange Investment Advisors, Inc. 12,426 $1.86M 0.2% 0 13F-HR Timeline BRAVE ASSET MANAGEMENT INC More: the full row for BRAVE ASSET MANAGEMENT INC 12,419 $1.86M 0.51% 0 13F-HR Timeline Smith Salley Wealth Management More: the full row for Smith Salley Wealth Management 12,389 $1.85M 0.11% +3,306 13F-HR Timeline GATEWAY INVESTMENT ADVISERS LLC More: the full row for GATEWAY INVESTMENT ADVISERS LLC 12,370 $1.85M 0.02% +1,370 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 12,293 $1.84M 0.12% +3,924 13F-HR Timeline Hurley Capital, LLC More: the full row for Hurley Capital, LLC 12,216 $1.83M 1.28% +476 13F-HR Timeline Xcel Wealth Management, LLC More: the full row for Xcel Wealth Management, LLC 12,112 $1.81M 0.52% -181 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 12,109 $1.81M 0.36% new 13F-HR Timeline Zhang Financial LLC More: the full row for Zhang Financial LLC 12,102 $1.81M 0.08% +12 13F-HR Timeline Canada Post Corp Registered Pension Plan More: the full row for Canada Post Corp Registered Pension Plan 12,090 $1.81M 0.11% new 13F-HR Timeline Verity & Verity, LLC More: the full row for Verity & Verity, LLC 12,085 $1.81M 0.16% +374 13F-HR Timeline HALL CAPITAL MANAGEMENT CO INC More: the full row for HALL CAPITAL MANAGEMENT CO INC 12,053 $1.8M 0.76% +496 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 11,778 $1.8M 0.05% +3,462 13F-HR Timeline Sandy Cove Advisors, LLC More: the full row for Sandy Cove Advisors, LLC 12,042 $1.8M 0.65% +2,182 13F-HR Timeline Sandbox Financial Partners, LLC More: the full row for Sandbox Financial Partners, LLC 12,042 $1.8M 0.57% +83 13F-HR Timeline MOSELEY INVESTMENT MANAGEMENT INC More: the full row for MOSELEY INVESTMENT MANAGEMENT INC 11,927 $1.78M 0.61% +316 13F-HR Timeline XTX Topco Ltd in group XTX Topco Ltd More: the full row for XTX Topco Ltd 11,793 $1.76M 0.07% -41,572 13F-HR Timeline Group Privium Fund Management (UK) Ltd More: the full row for Privium Fund Management (UK) Ltd 11,460 $1.76M 1.13% -10,140 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 11,757 $1.76M 0.33% +142 13F-HR Timeline Good Life Advisors, LLC More: the full row for Good Life Advisors, LLC 11,760 $1.76M 0.11% +83 13F-HR Timeline INVESTORS ASSET MANAGEMENT OF GEORGIA I… More: the full row for INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV 11,696 $1.75M 0.81% +773 13F-HR Timeline Crescent Grove Advisors, LLC More: the full row for Crescent Grove Advisors, LLC 11,679 $1.75M 0.17% -510 13F-HR Timeline AVITY INVESTMENT MANAGEMENT INC. More: the full row for AVITY INVESTMENT MANAGEMENT INC. 11,585 $1.73M 0.13% 0 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 11,562 $1.73M 0.1% +1,052 13F-HR Timeline AUGUSTINE ASSET MANAGEMENT INC More: the full row for AUGUSTINE ASSET MANAGEMENT INC 11,512 $1.72M 0.46% -1,465 13F-HR Timeline MATRIX PRIVATE CAPITAL GROUP LLC More: the full row for MATRIX PRIVATE CAPITAL GROUP LLC 11,408 $1.71M 1% -126 13F-HR Timeline Fulton Bank, N.A. More: the full row for Fulton Bank, N.A. 11,375 $1.7M 0.06% +239 13F-HR Timeline WoodTrust Financial Corp in group WoodTrust Financial Corp More: the full row for WoodTrust Financial Corp 11,350 $1.7M 0.22% 0 13F-HR Timeline Group Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 11,293 $1.69M 0.12% -740 13F-HR Timeline SANDLER CAPITAL MANAGEMENT More: the full row for SANDLER CAPITAL MANAGEMENT 11,293 $1.69M 0.59% +3,685 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 11,225 $1.68M 0.04% +1,304 13F-HR/A Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 11,217 $1.68M 0.04% +75 13F-HR Timeline INTECH INVESTMENT MANAGEMENT LLC More: the full row for INTECH INVESTMENT MANAGEMENT LLC 11,160 $1.67M 0.02% +4,564 13F-HR Timeline Aviance Capital Partners, LLC More: the full row for Aviance Capital Partners, LLC 11,105 $1.66M 0.22% +579 13F-HR Timeline TCW GROUP INC in group TCW GROUP INC More: the full row for TCW GROUP INC 11,077 $1.66M 0.01% +230 13F-HR Timeline Group GAMMA Investing LLC More: the full row for GAMMA Investing LLC 11,040 $1.65M 0.1% +1,578 13F-HR Timeline SFMG, LLC More: the full row for SFMG, LLC 11,017 $1.65M 0.12% +36 13F-HR Timeline Ellevest, Inc. More: the full row for Ellevest, Inc. 11,006 $1.65M 0.26% -141 13F-HR Timeline Parcion Private Wealth LLC More: the full row for Parcion Private Wealth LLC 11,001 $1.65M 0.12% +34 13F-HR Timeline Waterfront Wealth Inc. More: the full row for Waterfront Wealth Inc. 11,000 $1.65M 0.37% +200 13F-HR Timeline AR ASSET MANAGEMENT INC More: the full row for AR ASSET MANAGEMENT INC 11,000 $1.65M 0.37% 0 13F-HR Timeline Aspen Grove Capital, LLC More: the full row for Aspen Grove Capital, LLC 10,934 $1.64M 0.28% -1,960 13F-HR Timeline PITTENGER & ANDERSON INC More: the full row for PITTENGER & ANDERSON INC 10,928 $1.63M 0.06% -6,568 13F-HR Timeline Laird Norton Wetherby Wealth Management… More: the full row for Laird Norton Wetherby Wealth Management, LLC 10,846 $1.62M 0.07% 13F-HR Timeline Aster Capital Management (DIFC) Ltd More: the full row for Aster Capital Management (DIFC) Ltd 10,815 $1.62M 0.37% new 13F-HR Timeline DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 10,803 $1.62M 0.04% -103 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 10,774 $1.61M 0.07% -1,705 13F-HR Timeline WALTER & KEENAN WEALTH MANAGEMENT LLC /… More: the full row for WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV 10,745 $1.61M 0.47% +269 13F-HR Timeline Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 10,717 $1.6M -9,694 Timeline Seelaus Asset Management LLC More: the full row for Seelaus Asset Management LLC 10,705 $1.6M 1.42% -50 13F-HR Timeline MEKETA INVESTMENT GROUP INC /ADV More: the full row for MEKETA INVESTMENT GROUP INC /ADV 10,495 $1.57M 4.76% -26,814 13F-HR Timeline KIRTLAND HILLS CAPITAL MANAGEMENT, LLC More: the full row for KIRTLAND HILLS CAPITAL MANAGEMENT, LLC 10,380 $1.55M 0.72% +88 13F-HR Timeline LMG Wealth Partners, LLC More: the full row for LMG Wealth Partners, LLC 10,305 $1.54M 0.32% +857 13F-HR Timeline Curated Wealth Partners LLC More: the full row for Curated Wealth Partners LLC 10,299 $1.54M 0.18% +34 13F-HR Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 10,231 $1.53M 0.02% -938 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 10,223 $1.53M 0.1% +736 13F-HR Timeline Godshalk Welsh Capital Management, Inc. More: the full row for Godshalk Welsh Capital Management, Inc. 10,095 $1.51M 0.93% 0 13F-HR Timeline COUNTRY CLUB BANK More: the full row for COUNTRY CLUB BANK 9,951 $1.5M 0.09% -784 13F-HR Timeline Morse Asset Management, Inc More: the full row for Morse Asset Management, Inc 10,051 $1.5M 0.33% -6,396 13F-HR Timeline QUEST INVESTMENT MANAGEMENT LLC More: the full row for QUEST INVESTMENT MANAGEMENT LLC 10,050 $1.5M 0.17% +1,405 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 10,045 $1.5M 0.03% -2,047 13F-HR Timeline LEDERER & ASSOCIATES INVESTMENT COUNSEL… More: the full row for LEDERER & ASSOCIATES INVESTMENT COUNSEL/CA 10,035 $1.5M 0.99% +1,819 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 10,035 $1.5M 0.02% -218 13F-HR Timeline Donald L. Hagan, LLC More: the full row for Donald L. Hagan, LLC 10,000 $1.5M 0.75% 0 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 9,996 $1.5M 0.03% -137 13F-HR Timeline Cornerstone National Bank & Trust Co More: the full row for Cornerstone National Bank & Trust Co 9,994 $1.49M 0.64% +1,252 13F-HR Timeline RDA Financial Network More: the full row for RDA Financial Network 9,970 $1.49M 0.4% -21 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 9,848 $1.47M 0.29% +1,019 13F-HR Timeline Jefferies Financial Group Inc. in group Jefferies Financial Group Inc. More: the full row for Jefferies Financial Group Inc. 9,830 $1.47M 0.02% new 13F-HR Timeline Group FRG Family Wealth Advisors LLC More: the full row for FRG Family Wealth Advisors LLC 9,815 $1.47M 0.26% +2 13F-HR Timeline Carson Advisory Inc. More: the full row for Carson Advisory Inc. 9,786 $1.46M 0.93% -114 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 9,785 $1.46M 0.44% +514 13F-HR/A Timeline Davis Investment Partners, LLC More: the full row for Davis Investment Partners, LLC 9,540 $1.46M 0.52% 0 13F-HR Timeline EDMOND DE ROTHSCHILD HOLDING S.A. in group EDMOND DE ROTHSCHILD HOLDING … More: the full row for EDMOND DE ROTHSCHILD HOLDING S.A. 9,730 $1.46M 0.02% -4,978 13F-HR Timeline Group Cravens & Co Advisors, LLC More: the full row for Cravens & Co Advisors, LLC 9,725 $1.45M 1.09% +35 13F-HR Timeline Old North State Trust, LLC More: the full row for Old North State Trust, LLC 9,715 $1.45M 0.99% +1,591 13F-HR Timeline VCI Wealth Management LLC More: the full row for VCI Wealth Management LLC 9,700 $1.45M 0.51% +1,375 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 9,669 $1.45M 0.11% -26 13F-HR Timeline LBMC INVESTMENT ADVISORS, LLC More: the full row for LBMC INVESTMENT ADVISORS, LLC 9,661 $1.45M 0.1% +2 13F-HR Timeline Vienna Asset Management LLC More: the full row for Vienna Asset Management LLC 9,660 $1.44M 1% new 13F-HR Timeline UNION SAVINGS BANK More: the full row for UNION SAVINGS BANK 8,344 $1.44M 0.66% +151 13F-HR Timeline TFB Advisors LLC More: the full row for TFB Advisors LLC 9,615 $1.44M 0.38% +739 13F-HR Timeline HARMONY ASSET MANAGEMENT LLC More: the full row for HARMONY ASSET MANAGEMENT LLC 9,612 $1.44M 0.54% +1 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 9,601 $1.44M 0.06% +2,574 13F-HR Timeline Comprehensive Money Management Services… More: the full row for Comprehensive Money Management Services LLC 9,505 $1.42M 1.08% -535 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 9,504 $1.42M 0.04% -598 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 $1.42M 0.1% 0 13F-HR Timeline Group TBH Global Asset Management, LLC More: the full row for TBH Global Asset Management, LLC 9,404 $1.41M 0.3% -168 13F-HR Timeline BEACON INVESTMENT ADVISORY SERVICES, IN… More: the full row for BEACON INVESTMENT ADVISORY SERVICES, INC. 9,373 $1.4M 0.06% -3,036 13F-HR Timeline Sone Capital Management, LLC More: the full row for Sone Capital Management, LLC 9,293 $1.39M 0.13% -20,639 13F-HR Timeline Bay Colony Advisory Group, Inc d/b/a Ba… More: the full row for Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 9,231 $1.38M 0.19% +172 13F-HR Timeline Verition Fund Management LLC More: the full row for Verition Fund Management LLC 9,225 $1.38M 0.01% -46,365 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 9,207 $1.38M 0.11% -1,009 13F-HR Timeline Samjo Management, LLC More: the full row for Samjo Management, LLC 9,200 $1.38M 0.58% -60 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 9,172 $1.37M 0.05% -99 13F-HR Timeline Group OMC Financial Services LTD More: the full row for OMC Financial Services LTD 9,153 $1.37M 0.56% +101 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 9,099 $1.36M 0.01% +88 13F-HR Timeline HERITAGE INVESTORS MANAGEMENT CORP More: the full row for HERITAGE INVESTORS MANAGEMENT CORP 9,096 $1.36M 0.04% 0 13F-HR Timeline E&G Advisors, LLC More: the full row for E&G Advisors, LLC 9,129 $1.36M 0.35% -1,175 13F-HR Timeline ANB BANK More: the full row for ANB BANK 9,032 $1.35M 0.61% -210 13F-HR Timeline Volterra Technologies LP More: the full row for Volterra Technologies LP 9,023 $1.35M 1.82% 13F-HR Timeline Global Wealth Management Investment Adv… More: the full row for Global Wealth Management Investment Advisory, Inc. 8,964 $1.34M 0.25% +750 13F-HR Timeline Boltwood Capital Management More: the full row for Boltwood Capital Management 8,929 $1.34M 0.38% +440 13F-HR Timeline Tradition Wealth Management, LLC More: the full row for Tradition Wealth Management, LLC 8,915 $1.33M 0.11% -129 13F-HR Timeline FOX RUN MANAGEMENT, L.L.C. More: the full row for FOX RUN MANAGEMENT, L.L.C. 8,913 $1.33M 0.22% new 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 8,860 $1.33M 0.12% 0 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 7,658 $1.32M 0.08% new 13F-HR/A Timeline VIRGINIA WEALTH MANAGEMENT GROUP, INC. More: the full row for VIRGINIA WEALTH MANAGEMENT GROUP, INC. 8,820 $1.32M 0.8% +1,177 13F-HR Timeline Pictet North America Advisors SA More: the full row for Pictet North America Advisors SA 8,800 $1.32M 0.13% 0 13F-HR Timeline RiverFront Investment Group, LLC More: the full row for RiverFront Investment Group, LLC 8,788 $1.31M 0.03% +1,285 13F-HR Timeline SEAVIEW INVESTMENT MANAGERS LLC More: the full row for SEAVIEW INVESTMENT MANAGERS LLC 8,728 $1.31M 0.28% +3,834 13F-HR/A Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 8,682 $1.3M 0.14% -883 13F-HR Timeline Banco Santander, S.A. in group Banco Santander, S.A. More: the full row for Banco Santander, S.A. 8,625 $1.29M 0.01% +4,652 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. Ariston Services Group More: the full row for Ariston Services Group 8,606 $1.29M 0.92% new 13F-HR Timeline Gratus Wealth Advisors, LLC More: the full row for Gratus Wealth Advisors, LLC 8,560 $1.28M 0.19% -61 13F-HR Timeline Carnegie Lake Advisors LLC More: the full row for Carnegie Lake Advisors LLC 8,555 $1.28M 0.51% -1,100 13F-HR Timeline Apexium Financial, LP More: the full row for Apexium Financial, LP 8,531 $1.28M 0.07% +20 13F-HR Timeline Haverford Trust Co More: the full row for Haverford Trust Co 8,525 $1.28M 0.01% 0 13F-HR Timeline Heirloom Wealth Management More: the full row for Heirloom Wealth Management 8,523 $1.27M 0.34% +8 13F-HR Timeline McElhenny Sheffield Capital Management,… More: the full row for McElhenny Sheffield Capital Management, LLC 8,519 $1.27M 0.34% 0 13F-HR/A Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 8,510 $1.27M 0.13% +8,391 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 8,470 $1.27M 0.03% +88 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 8,441 $1.26M 0.08% -1,353 13F-HR Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 8,396 $1.26M 0.09% +190 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 7,092 $1.25M 0.05% +3,190 13F-HR Timeline TECTONIC ADVISORS LLC in group TECTONIC ADVISORS LLC More: the full row for TECTONIC ADVISORS LLC 8,351 $1.25M 0.07% +56 13F-HR Timeline Group Wedmont Private Capital More: the full row for Wedmont Private Capital 7,849 $1.25M 0.05% +225 13F-HR Timeline Trust Asset Management LLC More: the full row for Trust Asset Management LLC 8,316 $1.24M 0.09% 0 13F-HR Timeline MIdWestOne Financial Group, Inc. More: the full row for MIdWestOne Financial Group, Inc. 8,265 $1.24M 0.16% -42 13F-HR Timeline RW Investment Management LLC More: the full row for RW Investment Management LLC 8,250 $1.23M 0.14% -750 13F-HR Timeline JACKSON SQUARE CAPITAL, LLC More: the full row for JACKSON SQUARE CAPITAL, LLC 8,249 $1.23M 0.27% new 13F-HR Timeline Alpha Cubed Investments, LLC More: the full row for Alpha Cubed Investments, LLC 8,214 $1.23M 0.05% +70 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 8,199 $1.23M 0.07% +2,124 13F-HR Timeline PROFUND ADVISORS LLC More: the full row for PROFUND ADVISORS LLC 8,162 $1.22M 0.04% -1,833 13F-HR Timeline Lebenthal Global Advisors, LLC in group Lebenthal Global Advisors, LLC More: the full row for Lebenthal Global Advisors, LLC 8,161 $1.22M 0.23% +1,089 13F-HR Timeline Group