Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 14,438 $278K 0.02% +3,830 13F-HR Timeline Group PUBLIC EMPLOYEES RETIREMENT ASSOCIATION… More: the full row for PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO 14,344 $276K <0.01% 0 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 14,243 $274K 0.02% -270 13F-HR Timeline First National Trust Co More: the full row for First National Trust Co 14,043 $270K 0.01% 0 13F-HR Timeline SPIRIT OF AMERICA MANAGEMENT CORP/NY More: the full row for SPIRIT OF AMERICA MANAGEMENT CORP/NY 13,765 $265K 0.06% 0 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 13,676 $263K <0.01% +684 13F-HR Timeline Group Engineers Gate Manager LP More: the full row for Engineers Gate Manager LP 13,434 $259K <0.01% -15,723 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 12,817 $247K 0.01% +2,350 13F-HR Timeline TT Capital Management LLC More: the full row for TT Capital Management LLC 12,800 $246K 0.2% +1,000 13F-HR/A Timeline Pekin Hardy Strauss, Inc. More: the full row for Pekin Hardy Strauss, Inc. 12,683 $244K 0.03% -150 13F-HR Timeline Wellington Shields Capital Management, … group of 2 filers holding More: the full row for Wellington Shields Capital Management, LLC 12,500 $241K +1,140 Timeline Amplius Wealth Advisors, LLC More: the full row for Amplius Wealth Advisors, LLC 12,389 $238K 0.02% 0 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 11,550 $222K 0.01% -230 13F-HR Timeline Summa Corp. More: the full row for Summa Corp. 11,400 $219K 0.11% 0 13F-HR Timeline one8zero8, LLC More: the full row for one8zero8, LLC 11,000 $212K 0.05% 0 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 10,967 $211K 0.04% -1,811 13F-HR Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 10,927 $210K <0.01% -2,747 13F-HR Timeline Group CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 10,513 $202K <0.01% +315 13F-HR Timeline Group Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 10,432 $201K 0.11% +4,443 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 10,375 $200K <0.01% new 13F-HR Timeline First PREMIER Bank More: the full row for First PREMIER Bank 10,315 $199K 0.05% 0 13F-HR Timeline Wealthstar Advisors, LLC More: the full row for Wealthstar Advisors, LLC 10,250 $197K 0.07% 0 13F-HR Timeline TRITONPOINT WEALTH, LLC in group TritonPoint Partners, LLC More: the full row for TRITONPOINT WEALTH, LLC 10,000 $197K 0.02% new 13F-HR Timeline Group DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 7,900 $152K 0.01% 0 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 6,291 $121K <0.01% -883 13F-HR Timeline Group Pinnacle Financial Partners Inc More: the full row for Pinnacle Financial Partners Inc 5,898 $114K <0.01% -2,075 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 5,566 $107K <0.01% new 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 4,830 $93K <0.01% +92 13F-HR Timeline KBC Group NV in group KBC Group NV More: the full row for KBC Group NV 4,798 $92K <0.01% -3,159 13F-HR Timeline Group Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 4,645 $91.6K 0.01% +1,985 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 4,692 $90.3K <0.01% +189 13F-HR Timeline Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 4,394 $84.6K <0.01% +1,398 13F-HR/A Timeline Union Bancaire Privee, UBP SA More: the full row for Union Bancaire Privee, UBP SA 5,000 $84.2K <0.01% new 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 4,150 $79.9K <0.01% -337 13F-HR Timeline PUBLIC EMPLOYEES RETIREMENT SYSTEM OF O… More: the full row for PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 4,035 $77.7K <0.01% -38 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 3,820 $73.5K 0.05% new 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 3,546 $68.3K 0.01% new 13F-HR Timeline Mountain Hill Investment Partners Corp. More: the full row for Mountain Hill Investment Partners Corp. 3,360 $64.7K 0.05% +86 13F-HR Timeline NOMURA ASSET MANAGEMENT CO LTD in group NOMURA ASSET MANAGEMENT CO LTD More: the full row for NOMURA ASSET MANAGEMENT CO LTD 3,100 $59.7K <0.01% 0 13F-HR Timeline Group MAI Capital Management More: the full row for MAI Capital Management 2,899 $55.8K <0.01% +46 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 2,802 $53.9K <0.01% 0 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 2,616 $50.4K 0.02% 0 13F-HR Timeline FNY Investment Advisers, LLC More: the full row for FNY Investment Advisers, LLC 2,600 $50K 0.02% +2,100 13F-HR Timeline TCTC Holdings, LLC in group TCTC Holdings, LLC More: the full row for TCTC Holdings, LLC 2,500 $48.1K <0.01% 0 13F-HR Timeline Group Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 2,432 $46.8K <0.01% +23 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 2,305 $44.4K <0.01% 13F-HR Timeline SUMMIT SECURITIES GROUP LLC More: the full row for SUMMIT SECURITIES GROUP LLC 2,200 $42.4K 0.02% +1,400 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 2,151 $41.4K <0.01% -828 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 2,000 $38.5K <0.01% 0 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 1,655 $31.9K <0.01% +155 13F-HR Timeline Group BNP PARIBAS ASSET MANAGEMENT Holding S.… in group BNP PARIBAS ASSET MANAGEMENT … More: the full row for BNP PARIBAS ASSET MANAGEMENT Holding S.A. 1,586 $31K <0.01% new 13F-HR Timeline Group JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 1,381 $27.2K <0.01% +102 13F-HR Timeline Group EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 1,321 $25.4K <0.01% +378 13F-HR Timeline Group Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 1,136 $21.9K <0.01% -282 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 1,037 $20K <0.01% +177 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 1,000 $19.2K <0.01% 0 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 950 $18.3K <0.01% -850 13F-HR Timeline Pacific Center for Financial Services More: the full row for Pacific Center for Financial Services 850 $16.4K <0.01% 0 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 785 $15.1K <0.01% +63 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 737 $14.2K <0.01% +135 13F-HR/A Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 672 $13K <0.01% -144 13F-HR Timeline Group LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 610 $11K <0.01% 0 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 566 $10.9K <0.01% -278 13F-HR Timeline Group BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 540 $10.4K <0.01% 0 13F-HR Timeline Group Provenance Wealth Advisors, LLC More: the full row for Provenance Wealth Advisors, LLC 509 $9.8K <0.01% 0 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 508 $9.78K <0.01% 0 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 500 $9.62K <0.01% 0 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 490 $9.44K <0.01% +12 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 460 $8.85K <0.01% +12 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 414 $7.97K <0.01% +10 13F-HR Timeline Tanglewood Legacy Advisors, LLC More: the full row for Tanglewood Legacy Advisors, LLC 400 $7.7K <0.01% 0 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 385 $7.41K <0.01% -3,994 13F-HR Timeline Group Optiver Holding B.V. in group Optiver Holding B.V. More: the full row for Optiver Holding B.V. 384 $7.39K <0.01% -85 13F-HR Timeline Group TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 375 $7.22K <0.01% new 13F-HR Timeline Mitsubishi UFJ Asset Management Co., Lt… in group Mitsubishi UFJ Trust & Bankin… More: the full row for Mitsubishi UFJ Asset Management Co., Ltd. 366 $7.05K <0.01% 0 13F-HR Timeline Group HARBOR CAPITAL ADVISORS, INC. More: the full row for HARBOR CAPITAL ADVISORS, INC. 363 $7K <0.01% -19 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 346 $7K <0.01% -11,973 13F-HR Timeline Park Square Financial Group, LLC More: the full row for Park Square Financial Group, LLC 356 $6.85K <0.01% -124 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 347 $6.68K <0.01% +103 13F-HR/A Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 303 $5.83K <0.01% -264 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 301 $5.79K <0.01% +218 13F-HR Timeline GODSEY & GIBB, INC More: the full row for GODSEY & GIBB, INC 300 $5.78K <0.01% 0 13F-HR Timeline ST GERMAIN D J CO INC in group ST GERMAIN D J CO INC More: the full row for ST GERMAIN D J CO INC 250 $4.81K <0.01% 0 13F-HR Timeline Group TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 240 $4.56K <0.01% new 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 234 $4.5K <0.01% +114 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 200 $3.85K <0.01% 0 13F-HR Timeline Group High Note Wealth, LLC More: the full row for High Note Wealth, LLC 194 $3.73K <0.01% new 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 135 $3K <0.01% -47 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 126 $2.43K <0.01% 0 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 105 $2.02K <0.01% 0 13F-HR Timeline Group HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 103 $2K <0.01% +41 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 90 $1.73K <0.01% +62 13F-HR Timeline Group Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 79 $1.52K <0.01% new 13F-HR Timeline VSM Wealth Advisory, LLC More: the full row for VSM Wealth Advisory, LLC 75 $1.44K <0.01% +6 13F-HR Timeline Capital A Wealth Management, LLC More: the full row for Capital A Wealth Management, LLC 61 $1.3K 0.01% new 13F-HR Timeline 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 60 $1.16K <0.01% 0 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 46 $886 <0.01% 0 13F-HR Timeline Quarry LP More: the full row for Quarry LP 40 $770 <0.01% 0 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 38 $717 <0.01% 0 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 35 $674 <0.01% new 13F-HR Timeline NewSquare Capital LLC More: the full row for NewSquare Capital LLC 30 $578 <0.01% -1,500 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 28 $539 <0.01% 0 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 18 $347 <0.01% +7 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 18 $347 <0.01% 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 14 $269 <0.01% 0 13F-HR Timeline Group Abound Wealth Management More: the full row for Abound Wealth Management 9 $174 <0.01% 0 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 4 $77 <0.01% new 13F-HR Timeline Elequin Capital, LP More: the full row for Elequin Capital, LP 3 $58 <0.01% new 13F-HR Timeline Creekmur Asset Management LLC More: the full row for Creekmur Asset Management LLC 2 $30 <0.01% 0 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 0 $5 <0.01% -39 13F-HR Timeline Amount filed as zero, left out of ratios. Avion Wealth More: the full row for Avion Wealth 31 $0 0% 0 13F-HR/A Timeline Value filed as zero, left out of ratios. CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0 $0 0 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.