Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 27,418 $3.16M 0.05% -1,453 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 27,849 $3.16M 0.04% -1,502 13F-HR Timeline CLOUGH CAPITAL PARTNERS L P in group CLOUGH CAPITAL PARTNERS L P More: the full row for CLOUGH CAPITAL PARTNERS L P 27,840 $3.16M 0.3% -45,670 13F-HR Timeline Group InTrack Investment Management Inc More: the full row for InTrack Investment Management Inc 27,757 $3.15M 1.79% +1,375 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. ALERUS FINANCIAL NA More: the full row for ALERUS FINANCIAL NA 27,660 $3.14M 0.16% -152 13F-HR Timeline Catalyst Funds Management Pty Ltd More: the full row for Catalyst Funds Management Pty Ltd 27,575 $3.13M 0.53% +3,275 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 25,309 $3.13M 0.1% +1,048 13F-HR Timeline Genus Capital Management Inc. More: the full row for Genus Capital Management Inc. 27,467 $3.12M 0.36% -15,175 13F-HR Timeline TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 27,409 $3.11M 0.3% +807 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 27,344 $3.1M 0.5% +191 13F-HR Timeline G&S Capital LLC More: the full row for G&S Capital LLC 27,186 $3.08M 1.08% -1,284 13F-HR Timeline PARSONS CAPITAL MANAGEMENT INC/RI More: the full row for PARSONS CAPITAL MANAGEMENT INC/RI 27,019 $3.06M 0.14% +19,377 13F-HR Timeline Insight Inv LLC More: the full row for Insight Inv LLC 26,980 $3.06M 1.67% -168 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 26,861 $3.05M 0.03% -3,959 13F-HR Timeline Concord Wealth Partners group of 2 filers holding More: the full row for Concord Wealth Partners 26,777 $3.04M +1,801 Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 26,739 $3.03M 0.05% -1,957 13F-HR/A Timeline EVERETT HARRIS & CO /CA/ More: the full row for EVERETT HARRIS & CO /CA/ 26,729 $3.03M 0.04% -1,240 13F-HR Timeline WORLD EQUITY GROUP, INC. More: the full row for WORLD EQUITY GROUP, INC. 26,724 $3.03M 0.78% +12,126 13F-HR Timeline CARRET ASSET MANAGEMENT, LLC More: the full row for CARRET ASSET MANAGEMENT, LLC 26,631 $3.02M 0.3% -2 13F-HR Timeline SUMITOMO LIFE INSURANCE CO More: the full row for SUMITOMO LIFE INSURANCE CO 26,616 $3.02M 0.07% +671 13F-HR Timeline Manske Wealth Management More: the full row for Manske Wealth Management 26,251 $2.98M 0.83% -623 13F-HR Timeline OSTRUM ASSET MANAGEMENT More: the full row for OSTRUM ASSET MANAGEMENT 25,761 $2.92M 0.16% +13,276 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 25,751 $2.92M 0.21% +1,927 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 27,097 $2.91M 0.1% +248 13F-HR Timeline Kentucky Farm Bureau Mutual Insurance Co More: the full row for Kentucky Farm Bureau Mutual Insurance Co 25,630 $2.91M 0.88% new 13F-HR Timeline Trust Asset Management LLC More: the full row for Trust Asset Management LLC 25,465 $2.89M 0.21% 0 13F-HR Timeline Gold Investment Management Ltd. More: the full row for Gold Investment Management Ltd. 25,435 $2.88M 0.89% +69 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 25,423 $2.88M 0.29% -4,494 13F-HR Timeline Uniplan Investment Counsel, Inc. More: the full row for Uniplan Investment Counsel, Inc. 25,380 $2.88M 0.3% new 13F-HR Timeline Finivi Inc. More: the full row for Finivi Inc. 25,331 $2.87M 1.57% +1,531 13F-HR Timeline PEAK6 LLC in group PEAK6 LLC More: the full row for PEAK6 LLC 25,240 $2.86M 0.08% -178,111 13F-HR Timeline Group MERIDIAN INVESTMENT COUNSEL INC. More: the full row for MERIDIAN INVESTMENT COUNSEL INC. 25,176 $2.86M 0.68% 0 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 25,047 $2.84M 0.08% -643 13F-HR Timeline ADVENT CAPITAL MANAGEMENT /DE/ More: the full row for ADVENT CAPITAL MANAGEMENT /DE/ 25,000 $2.84M 0.08% new 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 24,961 $2.83M 0.08% -20,815 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. 24,853 $2.82M 0.09% +200 13F-HR Timeline Group Altman Advisors, Inc. More: the full row for Altman Advisors, Inc. 24,767 $2.81M 1.16% -3,815 13F-HR Timeline Florida Trust Wealth Management Co More: the full row for Florida Trust Wealth Management Co 24,738 $2.81M 0.08% +3,121 13F-HR Timeline CIDEL ASSET MANAGEMENT INC More: the full row for CIDEL ASSET MANAGEMENT INC 24,684 $2.8M 0.15% +2,188 13F-HR Timeline TOUNJIAN ADVISORY PARTNERS, LLC More: the full row for TOUNJIAN ADVISORY PARTNERS, LLC 24,562 $2.79M 1.01% -418 13F-HR Timeline SWP Investment Management LLC More: the full row for SWP Investment Management LLC 24,433 $2.77M 2.07% +480 13F-HR Timeline Evelyn Partners Group Ltd group of 2 filers holding More: the full row for Evelyn Partners Group Ltd 24,351 $2.76M -2,723 Timeline EVOLVE PRIVATE WEALTH, LLC More: the full row for EVOLVE PRIVATE WEALTH, LLC 24,252 $2.75M 0.15% +1,755 13F-HR Timeline Jupiter Wealth Management LLC More: the full row for Jupiter Wealth Management LLC 22,000 $2.73M 1.08% 0 13F-HR Timeline CFS Investment Advisory Services, LLC More: the full row for CFS Investment Advisory Services, LLC 20,596 $2.72M 0.19% +79 13F-HR Timeline EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 23,931 $2.71M 0.02% -1,069 13F-HR Timeline CAISSE DES DEPOTS ET CONSIGNATIONS More: the full row for CAISSE DES DEPOTS ET CONSIGNATIONS 23,866 $2.71M 0.04% +20,930 13F-HR Timeline Columbia Asset Management More: the full row for Columbia Asset Management 23,717 $2.69M 0.51% -2,086 13F-HR Timeline Inscription Capital, LLC More: the full row for Inscription Capital, LLC 23,671 $2.68M 0.28% -624 13F-HR Timeline Aljian Capital Management, LLC More: the full row for Aljian Capital Management, LLC 23,442 $2.66M 0.55% +182 13F-HR Timeline ALLEN WEALTH MANAGEMENT, LLC More: the full row for ALLEN WEALTH MANAGEMENT, LLC 23,335 $2.65M 1.32% -1,466 13F-HR Timeline Chancellor Financial Group WB LP More: the full row for Chancellor Financial Group WB LP 23,323 $2.65M 1.89% +415 13F-HR Timeline FOCUSED ALPHA, LLC More: the full row for FOCUSED ALPHA, LLC 23,109 $2.62M 0.81% +14,787 13F-HR Timeline FOX RUN MANAGEMENT, L.L.C. More: the full row for FOX RUN MANAGEMENT, L.L.C. 24,304 $2.61M 0.46% new 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 22,979 $2.61M 0.1% -4,374 13F-HR Timeline Arete Wealth Advisors, LLC More: the full row for Arete Wealth Advisors, LLC 22,872 $2.59M 0.19% +9,291 13F-HR/A Timeline GFS Advisors, LLC More: the full row for GFS Advisors, LLC 22,845 $2.59M 0.33% 0 13F-HR/A Timeline INTRUST BANK NA More: the full row for INTRUST BANK NA 22,681 $2.57M 0.21% +3,032 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 22,648 $2.57M 0.14% +958 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 22,608 $2.56M 0.2% -485 13F-HR Timeline Essex Financial Services, Inc. group of 2 filers holding More: the full row for Essex Financial Services, Inc. 22,608 $2.56M +322 Timeline Convergence Investment Partners, LLC More: the full row for Convergence Investment Partners, LLC 22,595 $2.56M 0.42% -2,025 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 22,585 $2.56M 0.16% +247 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 22,530 $2.56M 0.86% +46 13F-HR Timeline SIMPLEX TRADING, LLC More: the full row for SIMPLEX TRADING, LLC 22,325 $2.53M 0.08% new 13F-HR Timeline PMC FIG Opportunities LLC More: the full row for PMC FIG Opportunities LLC 22,313 $2.53M 3.92% -3,883 13F-HR Timeline Avantra Family Wealth, Inc. More: the full row for Avantra Family Wealth, Inc. 22,276 $2.53M 1.88% +366 13F-HR Timeline GKV Capital Management Co., Inc. More: the full row for GKV Capital Management Co., Inc. 22,237 $2.52M 0.95% +2,957 13F-HR/A Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 22,236 $2.52M 0.06% +4,099 13F-HR Timeline ADVISORS MANAGEMENT GROUP INC /ADV More: the full row for ADVISORS MANAGEMENT GROUP INC /ADV 22,209 $2.52M 0.46% -2,410 13F-HR Timeline Perpetual Ltd in group Perpetual Ltd More: the full row for Perpetual Ltd 22,102 $2.51M 0.04% -1,260 13F-HR Timeline Group Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 21,894 $2.48M 0.07% +4,767 13F-HR Timeline Game Creek Capital, LP More: the full row for Game Creek Capital, LP 21,850 $2.48M 0.95% -3,075 13F-HR Timeline GSA CAPITAL PARTNERS LLP More: the full row for GSA CAPITAL PARTNERS LLP 21,780 $2.47M 0.15% +18,847 13F-HR Timeline Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 21,603 $2.45M 0.04% -99 13F-HR Timeline Dana Investment Advisors, Inc. More: the full row for Dana Investment Advisors, Inc. 21,479 $2.44M 0.07% -225 13F-HR Timeline American State Bank (Iowa) More: the full row for American State Bank (Iowa) 21,471 $2.44M 1.17% +202 13F-HR Timeline Texas Capital Bank Wealth Management Se… More: the full row for Texas Capital Bank Wealth Management Services Inc 21,373 $2.42M 0.14% -1 13F-HR Timeline WHITE PINE CAPITAL LLC More: the full row for WHITE PINE CAPITAL LLC 21,337 $2.42M 0.66% +129 13F-HR/A Timeline OPAL CAPITAL LLC More: the full row for OPAL CAPITAL LLC 21,300 $2.42M 0.43% -68,754 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 21,294 $2.41M 0.12% +10,901 13F-HR Timeline SPIRIT OF AMERICA MANAGEMENT CORP/NY More: the full row for SPIRIT OF AMERICA MANAGEMENT CORP/NY 21,250 $2.41M 0.48% +300 13F-HR Timeline Kingsman Wealth Management, Inc. More: the full row for Kingsman Wealth Management, Inc. 21,215 $2.41M 1.35% -5,531 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 21,197 $2.4M 0.04% -341 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 21,168 $2.4M 0.05% +3,097 13F-HR Timeline FORTRESS PRIVATE LEDGER, LLC More: the full row for FORTRESS PRIVATE LEDGER, LLC 21,075 $2.39M 0.75% -560 13F-HR Timeline Empirical Financial Services, LLC d.b.a… More: the full row for Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 21,005 $2.38M 0.04% -3,423 13F-HR Timeline PVG ASSET MANAGEMENT CORP More: the full row for PVG ASSET MANAGEMENT CORP 16,821 $2.38M 1.41% +12,835 13F-HR Timeline SPIREPOINT PRIVATE CLIENT, LLC More: the full row for SPIREPOINT PRIVATE CLIENT, LLC 20,847 $2.36M 0.22% -924 13F-HR Timeline Integrated Quantitative Investments LLC More: the full row for Integrated Quantitative Investments LLC 20,791 $2.36M 0.43% +17,591 13F-HR Timeline ALPINE WOODS CAPITAL INVESTORS, LLC in group ALPINE WOODS CAPITAL INVESTOR… More: the full row for ALPINE WOODS CAPITAL INVESTORS, LLC 20,771 $2.36M 0.57% +533 13F-HR Timeline Group REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 20,690 $2.35M 0.02% +4,466 13F-HR Timeline Group Freestone Capital Holdings, LLC in group Freestone Capital Holdings, L… More: the full row for Freestone Capital Holdings, LLC 20,370 $2.31M 0.07% -825 13F-HR Timeline Group Campbell & CO Investment Adviser LLC More: the full row for Campbell & CO Investment Adviser LLC 20,335 $2.31M 0.13% new 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 20,320 $2.3M 0.16% +273 13F-HR Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 20,309 $2.3M 0.27% +18,430 13F-HR Timeline Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 18,436 $2.29M 0.28% +1,175 13F-HR Timeline GREENLEAF TRUST More: the full row for GREENLEAF TRUST 20,220 $2.29M 0.02% +837 13F-HR Timeline DMKC Advisory Services, LLC More: the full row for DMKC Advisory Services, LLC 20,138 $2.28M 0.95% 0 13F-HR Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 20,112 $2.28M 0.3% +2,497 13F-HR Timeline Legacy Capital Group California, Inc. More: the full row for Legacy Capital Group California, Inc. 20,092 $2.28M 0.87% -5,267 13F-HR Timeline BASSWOOD CAPITAL MANAGEMENT, L.L.C. More: the full row for BASSWOOD CAPITAL MANAGEMENT, L.L.C. 19,920 $2.26M 0.12% 0 13F-HR Timeline CAXTON ASSOCIATES LLP More: the full row for CAXTON ASSOCIATES LLP 19,748 $2.24M 0.05% +2,635 13F-HR Timeline Banque Transatlantique SA in group Banque Transatlantique SA More: the full row for Banque Transatlantique SA 19,613 $2.22M 0.05% +18,961 13F-HR Timeline Group BENEDICT FINANCIAL ADVISORS INC More: the full row for BENEDICT FINANCIAL ADVISORS INC 19,609 $2.22M 0.46% -207 13F-HR Timeline PARADIGM ASSET MANAGEMENT CO LLC More: the full row for PARADIGM ASSET MANAGEMENT CO LLC 19,600 $2.22M 0.52% 0 13F-HR Timeline Frec Markets, Inc. in group Frec Markets, Inc. More: the full row for Frec Markets, Inc. 19,532 $2.22M 0.38% +9,996 13F-HR Timeline Group BANK OF HAWAII More: the full row for BANK OF HAWAII 19,527 $2.21M 0.12% -185 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 19,504 $2.21M 0.04% +1,495 13F-HR Timeline Hayek Kallen Investment Management More: the full row for Hayek Kallen Investment Management 19,432 $2.2M 0.72% new 13F-HR Timeline JENNISON ASSOCIATES LLC More: the full row for JENNISON ASSOCIATES LLC 19,352 $2.19M <0.01% -545,243 13F-HR Timeline WESPAC Advisors SoCal, LLC More: the full row for WESPAC Advisors SoCal, LLC 19,319 $2.19M 0.47% +113 13F-HR Timeline First National Trust Co More: the full row for First National Trust Co 19,239 $2.18M 0.07% +60 13F-HR Timeline Matrix Trust Co More: the full row for Matrix Trust Co 19,182 $2.17M 0.36% +362 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 19,074 $2.16M 0.07% +5,396 13F-HR Timeline Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 19,065 $2.16M 0.3% +138 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 18,367 $2.16M 0.04% +3,520 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 19,004 $2.16M 0.03% +11,656 13F-HR Timeline Klingman & Associates, LLC More: the full row for Klingman & Associates, LLC 18,984 $2.15M 0.1% +272 13F-HR Timeline Bluebird Wealth Management LLC More: the full row for Bluebird Wealth Management LLC 18,902 $2.14M 2.19% -3,876 13F-HR Timeline SECURED RETIREMENT ADVISORS, LLC More: the full row for SECURED RETIREMENT ADVISORS, LLC 18,821 $2.13M 1.21% +2,567 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 18,793 $2.13M 0.02% +9,832 13F-HR Timeline Pflug Koory, LLC More: the full row for Pflug Koory, LLC 18,714 $2.12M 0.97% 0 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 18,652 $2.12M 0.07% +416 13F-HR Timeline Group Matthew Goff Investment Advisor, LLC More: the full row for Matthew Goff Investment Advisor, LLC 18,640 $2.11M 0.35% -522 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 18,599 $2.11M 0.09% +5 13F-HR Timeline Trivium Point Advisory, LLC More: the full row for Trivium Point Advisory, LLC 18,559 $2.1M 0.38% -600 13F-HR Timeline Choate Investment Advisors More: the full row for Choate Investment Advisors 18,487 $2.1M 0.04% +9,296 13F-HR Timeline Reflection Asset Management More: the full row for Reflection Asset Management 16,955 $2.09M 1.28% +14,557 13F-HR Timeline Bridgefront Capital, LLC More: the full row for Bridgefront Capital, LLC 18,447 $2.09M 0.52% new 13F-HR Timeline Itau Unibanco Holding S.A. in group Itau Unibanco Holding S.A. More: the full row for Itau Unibanco Holding S.A. 18,411 $2.09M 0.05% +18,338 13F-HR/A Timeline Group Fusion Capital, LLC More: the full row for Fusion Capital, LLC 18,372 $2.08M 0.56% +141 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 18,367 $2.08M 0.08% -63 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 18,258 $2.07M 0.03% +4,972 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 18,068 $2.05M 0.03% -821 13F-HR Timeline M Holdings Securities, Inc. More: the full row for M Holdings Securities, Inc. 16,452 $2.05M 0.14% -882 13F-HR Timeline Round Rock Advisors LLC More: the full row for Round Rock Advisors LLC 17,988 $2.04M 0.31% +878 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 17,866 $2.03M 0.08% -3,000 13F-HR Timeline Haverford Trust Co More: the full row for Haverford Trust Co 17,781 $2.02M 0.02% +4,578 13F-HR Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 17,721 $2.01M 0.09% -162 13F-HR Timeline R.M.SINCERBEAUX CAPITAL MANAGEMENT LLC More: the full row for R.M.SINCERBEAUX CAPITAL MANAGEMENT LLC 17,719 $2.01M 1.17% 0 13F-HR Timeline OpenArc Corporate Advisory, LLC More: the full row for OpenArc Corporate Advisory, LLC 17,693 $2.01M 0.03% +3,197 13F-HR Timeline Laurion Capital Management LP More: the full row for Laurion Capital Management LP 17,657 $2M 0.19% -33,843 13F-HR Timeline Consilium Wealth Advisory, LLC More: the full row for Consilium Wealth Advisory, LLC 17,602 $2M 0.68% +2,529 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 17,576 $1.99M 0.18% +701 13F-HR Timeline Athena Wealth Management, LLC More: the full row for Athena Wealth Management, LLC 17,520 $1.99M 1.63% +6,097 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 17,339 $1.97M 0.04% -2,264 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 17,332 $1.97M 0.04% -1,399 13F-HR Timeline Group Buckley Wealth Management, LLC More: the full row for Buckley Wealth Management, LLC 17,314 $1.96M 0.5% -1,115 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 17,272 $1.96M 0.03% -1,389 13F-HR Timeline Breakwater Capital Group More: the full row for Breakwater Capital Group 17,230 $1.95M 0.26% +177 13F-HR Timeline STABLEFORD CAPITAL II LLC More: the full row for STABLEFORD CAPITAL II LLC 17,227 $1.95M 0.73% +450 13F-HR Timeline BLUEFIN CAPITAL MANAGEMENT, LLC More: the full row for BLUEFIN CAPITAL MANAGEMENT, LLC 17,200 $1.95M 1.89% new 13F-HR Timeline E&G Advisors, LLC More: the full row for E&G Advisors, LLC 17,180 $1.95M 0.43% -5 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 17,174 $1.95M 0.06% +3,815 13F-HR Timeline THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 17,140 $1.94M 0.12% -130 13F-HR Timeline Avestar Capital, LLC More: the full row for Avestar Capital, LLC 17,060 $1.93M 0.13% +816 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 17,020 $1.93M 0.21% -222 13F-HR Timeline MITCHELL MCLEOD PUGH & WILLIAMS INC More: the full row for MITCHELL MCLEOD PUGH & WILLIAMS INC 17,014 $1.93M 0.28% +1 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 16,945 $1.92M 0.02% +1,715 13F-HR Timeline Group Arjuna Capital More: the full row for Arjuna Capital 16,943 $1.92M 0.49% +327 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 16,884 $1.91M 0.1% +1,435 13F-HR Timeline CHAPMAN FINANCIAL GROUP, LLC More: the full row for CHAPMAN FINANCIAL GROUP, LLC 16,808 $1.91M 1.36% -417 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 16,805 $1.91M 0.05% +3,718 13F-HR Timeline Mosley Wealth Management More: the full row for Mosley Wealth Management 18,707 $1.9M 0.86% -206 13F-HR Timeline Cardinal Point Capital Management ULC More: the full row for Cardinal Point Capital Management ULC 16,739 $1.9M 0.12% +300 13F-HR Timeline FIL Ltd in group FIL Ltd More: the full row for FIL Ltd 16,652 $1.89M <0.01% -4,381 13F-HR Timeline Group CITIZENS & NORTHERN CORP in group CITIZENS & NORTHERN CORP More: the full row for CITIZENS & NORTHERN CORP 16,626 $1.89M 0.47% +2,696 13F-HR Timeline Group Cambria Investment Management, L.P. More: the full row for Cambria Investment Management, L.P. 16,622 $1.89M 0.11% -547 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 16,594 $1.88M 0.29% -657 13F-HR Timeline Group Ethos Capital Management, Inc. More: the full row for Ethos Capital Management, Inc. 16,581 $1.88M 1.61% +2,520 13F-HR Timeline NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 16,504 $1.87M 0.18% -403 13F-HR Timeline WRIGHT INVESTORS SERVICE INC More: the full row for WRIGHT INVESTORS SERVICE INC 16,497 $1.87M 0.59% -291 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. MELFA WEALTH MANAGEMENT, INC. More: the full row for MELFA WEALTH MANAGEMENT, INC. 16,438 $1.86M 1.07% +4 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 16,380 $1.86M 0.24% -339 13F-HR Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 16,308 $1.85M 0.11% +3,578 13F-HR Timeline AXQ CAPITAL, LP More: the full row for AXQ CAPITAL, LP 16,179 $1.83M 0.24% new 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 16,178 $1.83M 0.1% +2,390 13F-HR Timeline Hobbs Group Advisors, LLC More: the full row for Hobbs Group Advisors, LLC 16,124 $1.83M 0.55% +532 13F-HR Timeline CRAMER ROSENTHAL MCGLYNN LLC More: the full row for CRAMER ROSENTHAL MCGLYNN LLC 16,111 $1.83M 0.13% -2,112 13F-HR Timeline Flywheel Private Wealth LLC More: the full row for Flywheel Private Wealth LLC 16,100 $1.83M 1.04% new 13F-HR Timeline United Bank More: the full row for United Bank 16,084 $1.82M 0.61% +232 13F-HR Timeline SMITHBRIDGE ASSET MANAGEMENT INC/DE More: the full row for SMITHBRIDGE ASSET MANAGEMENT INC/DE 16,057 $1.82M 0.27% +13,804 13F-HR Timeline Dakota Wealth Management More: the full row for Dakota Wealth Management 16,010 $1.82M 0.04% +1,714 13F-HR/A Timeline Waterfront Wealth Inc. More: the full row for Waterfront Wealth Inc. 15,970 $1.81M 0.33% +3,411 13F-HR Timeline PROFUND ADVISORS LLC More: the full row for PROFUND ADVISORS LLC 15,949 $1.81M 0.07% -3,755 13F-HR Timeline BIRCHBROOK, INC. 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