INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 7,334 $417K 0.03% -1,451 13F-HR Timeline FISHMAN JAY A LTD/MI More: the full row for FISHMAN JAY A LTD/MI 7,400 $417K 0.04% -500 13F-HR Timeline PROFUND ADVISORS LLC More: the full row for PROFUND ADVISORS LLC 7,387 $416K 0.02% +240 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 7,383 $416K 0.01% +1,929 13F-HR Timeline Piscataqua Savings Bank More: the full row for Piscataqua Savings Bank 7,379 $415K 0.29% 0 13F-HR Timeline Montecito Bank & Trust More: the full row for Montecito Bank & Trust 7,322 $412K 0.07% 0 13F-HR Timeline Fortune Financial Advisors, LLC More: the full row for Fortune Financial Advisors, LLC 7,308 $412K 0.21% +6 13F-HR Timeline EXENCIAL WEALTH ADVISORS, LLC More: the full row for EXENCIAL WEALTH ADVISORS, LLC 7,277 $410K 0.01% +213 13F-HR Timeline Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 7,274 $410K 0.01% +1,240 13F-HR Timeline Fruth Investment Management More: the full row for Fruth Investment Management 7,281 $409K 0.1% 0 13F-HR Timeline Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 7,248 $408K -3,674 Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 7,242 $408K 0.02% +198 13F-HR Timeline JM2 Capital Inc. More: the full row for JM2 Capital Inc. 7,163 $403K 0.33% 0 13F-HR Timeline MOODY NATIONAL BANK TRUST DIVISION in group MOODY NATIONAL BANK TRUST DIV… More: the full row for MOODY NATIONAL BANK TRUST DIVISION 7,140 $402K 0.04% +104 13F-HR Timeline Group Taproot Management LP More: the full row for Taproot Management LP 7,116 $401K 0.08% new 13F-HR Timeline Innovative Asset Advisors Group, LLC More: the full row for Innovative Asset Advisors Group, LLC 7,113 $401K 0.23% 13F-HR Timeline INTACT INVESTMENT MANAGEMENT INC. in group INTACT INVESTMENT MANAGEMENT … More: the full row for INTACT INVESTMENT MANAGEMENT INC. 7,100 $400K 0.01% -1,400 13F-HR Timeline Group Investment Management Trust, LLC More: the full row for Investment Management Trust, LLC 7,018 $395K 0.39% 13F-HR Timeline SPIREPOINT PRIVATE CLIENT, LLC More: the full row for SPIREPOINT PRIVATE CLIENT, LLC 7,012 $395K 0.04% +330 13F-HR Timeline FRANKLIN STREET ADVISORS INC /NC More: the full row for FRANKLIN STREET ADVISORS INC /NC 6,953 $392K 0.02% -94 13F-HR Timeline BOSTON FAMILY OFFICE LLC More: the full row for BOSTON FAMILY OFFICE LLC 6,933 $390K 0.03% +50 13F-HR Timeline HOHIMER WEALTH MANAGEMENT, LLC More: the full row for HOHIMER WEALTH MANAGEMENT, LLC 6,924 $390K 0.05% 0 13F-HR Timeline Mengis Capital Management, Inc. More: the full row for Mengis Capital Management, Inc. 6,901 $389K 0.07% 0 13F-HR Timeline Baader Bank Aktiengesellschaft More: the full row for Baader Bank Aktiengesellschaft 6,891 $388K 0.04% new 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 6,883 $388K 0.01% -1,180 13F-HR Timeline Group FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 6,240 $383K 0.02% -281 13F-HR/A Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 6,786 $382K 0.01% -20,618 13F-HR Timeline Group Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 6,778 $382K 0.02% -974 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 6,735 $379K 0.06% -60 13F-HR Timeline Americana Partners, LLC More: the full row for Americana Partners, LLC 6,705 $378K 0.01% +69 13F-HR Timeline Farmers National Bank More: the full row for Farmers National Bank 6,700 $377K 0.08% 0 13F-HR Timeline Athena Investment Management More: the full row for Athena Investment Management 6,664 $375K 0.19% 0 13F-HR Timeline ARGENT CAPITAL MANAGEMENT LLC More: the full row for ARGENT CAPITAL MANAGEMENT LLC 6,660 $375K 0.01% 0 13F-HR Timeline OneAscent Financial Services LLC in group OneAscent Financial Services … More: the full row for OneAscent Financial Services LLC 6,658 $375K 0.02% new 13F-HR Timeline Group Kenora Financial, LLC More: the full row for Kenora Financial, LLC 6,655 $375K 0.13% 0 13F-HR Timeline Aull & Monroe Investment Management Corp More: the full row for Aull & Monroe Investment Management Corp 6,643 $374K 0.17% +610 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 6,631 $373K 0.01% new 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 6,615 $372K 0.01% +1,655 13F-HR Timeline Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 6,610 $372K 0.06% +2,817 13F-HR Timeline FOUNDERS CAPITAL MANAGEMENT, LLC More: the full row for FOUNDERS CAPITAL MANAGEMENT, LLC 6,599 $372K 0.06% +94 13F-HR Timeline General Partner, Inc. More: the full row for General Partner, Inc. 6,583 $371K 0.23% 0 13F-HR Timeline Southeast Asset Advisors, LLC More: the full row for Southeast Asset Advisors, LLC 6,560 $369K 0.04% 0 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 6,542 $368K 0.01% +3 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 6,531 $368K 0.01% -472 13F-HR Timeline Group FARMERS TRUST CO More: the full row for FARMERS TRUST CO 6,525 $367K 0.06% 0 13F-HR Timeline MITCHELL MCLEOD PUGH & WILLIAMS INC More: the full row for MITCHELL MCLEOD PUGH & WILLIAMS INC 6,525 $367K 0.05% 0 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 6,518 $367K 0.01% -1,588 13F-HR Timeline Group Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 6,472 $364K 0.01% +618 13F-HR Timeline Group Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 6,468 $364K 0.02% +460 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 6,458 $364K 0.02% +672 13F-HR Timeline Basepoint Wealth LLC More: the full row for Basepoint Wealth LLC 6,451 $363K 0.21% +60 13F-HR Timeline Avantax Planning Partners, Inc. More: the full row for Avantax Planning Partners, Inc. 6,349 $358K 0.01% new 13F-HR Timeline ROBINSON SMITH WEALTH ADVISORS LLC More: the full row for ROBINSON SMITH WEALTH ADVISORS LLC 6,349 $358K 0.24% 0 13F-HR Timeline Triangle Securities Wealth Management More: the full row for Triangle Securities Wealth Management 6,313 $355K 0.08% -195 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. BERKSHIRE ASSET MANAGEMENT LLC/PA More: the full row for BERKSHIRE ASSET MANAGEMENT LLC/PA 6,298 $355K 0.02% -3 13F-HR Timeline Midwest Trust Co More: the full row for Midwest Trust Co 6,282 $354K <0.01% -94 13F-HR Timeline First City Capital Management, Inc. More: the full row for First City Capital Management, Inc. 6,279 $354K 0.19% -500 13F-HR Timeline FOSTER & MOTLEY INC More: the full row for FOSTER & MOTLEY INC 6,264 $353K 0.02% 0 13F-HR Timeline Red Door Wealth Management, LLC More: the full row for Red Door Wealth Management, LLC 6,262 $353K 0.04% -348 13F-HR Timeline MARCO INVESTMENT MANAGEMENT LLC More: the full row for MARCO INVESTMENT MANAGEMENT LLC 6,256 $352K 0.03% 0 13F-HR Timeline NTV Asset Management LLC More: the full row for NTV Asset Management LLC 6,245 $352K 0.04% -455 13F-HR Timeline Frec Markets, Inc. in group Frec Markets, Inc. More: the full row for Frec Markets, Inc. 6,228 $351K 0.06% new 13F-HR Timeline Group Haverford Trust Co More: the full row for Haverford Trust Co 6,225 $351K <0.01% -531 13F-HR Timeline CTC Alternative Strategies, Ltd. More: the full row for CTC Alternative Strategies, Ltd. 6,200 $349K 0.79% new 13F-HR Timeline Wellington Shields Capital Management, … group of 2 filers holding More: the full row for Wellington Shields Capital Management, LLC 6,175 $348K -2,475 Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 6,158 $347K 0.02% +51 13F-HR Timeline Stonebridge Capital Advisors LLC More: the full row for Stonebridge Capital Advisors LLC 6,155 $347K 0.02% 0 13F-HR Timeline MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC More: the full row for MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC 6,130 $345K 0.06% -200 13F-HR Timeline SCS Capital Management LLC More: the full row for SCS Capital Management LLC 6,105 $344K <0.01% +5 13F-HR Timeline LCM Capital Management Inc More: the full row for LCM Capital Management Inc 6,094 $343K 0.17% 0 13F-HR Timeline Riggs Asset Managment Co. Inc. More: the full row for Riggs Asset Managment Co. Inc. 6,094 $343K 0.07% -1,805 13F-HR Timeline Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 6,051 $341K 0.02% +151 13F-HR Timeline S.A. Mason LLC More: the full row for S.A. Mason LLC 6,047 $340K 0.13% +62 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 6,041 $340K 0.01% 0 13F-HR Timeline Group Fractal Investments LLC More: the full row for Fractal Investments LLC 6,030 $340K 0.04% 0 13F-HR Timeline Azimuth Capital Investment Management L… More: the full row for Azimuth Capital Investment Management LLC 6,028 $339K 0.01% -100 13F-HR Timeline LIGHTHOUSE FINANCIAL SERVICES INC /ADV More: the full row for LIGHTHOUSE FINANCIAL SERVICES INC /ADV 5,245 $339K 0.08% +605 13F-HR Timeline ANCHYRA PARTNERS LLC More: the full row for ANCHYRA PARTNERS LLC 6,022 $339K 0.1% +407 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 6,013 $339K 0.11% 0 13F-HR Timeline SYSTEMATIC FINANCIAL MANAGEMENT LP More: the full row for SYSTEMATIC FINANCIAL MANAGEMENT LP 6,000 $338K 0.01% 0 13F-HR Timeline St. Louis Trust Co More: the full row for St. Louis Trust Co 6,000 $338K 0.04% 0 13F-HR Timeline Bleichroeder LP More: the full row for Bleichroeder LP 6,000 $338K 0.06% 0 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 5,997 $338K 0.02% new 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 5,975 $336K 0.01% +674 13F-HR/A Timeline TRUST POINT INC. More: the full row for TRUST POINT INC. 5,954 $335K 0.03% +1,787 13F-HR Timeline OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 5,945 $335K 0.01% -346 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 5,933 $334K 0.06% +5 13F-HR Timeline Members Trust Co More: the full row for Members Trust Co 5,931 $334K 0.01% +118 13F-HR Timeline Gallagher Fiduciary Advisors, LLC in group Gallagher Fiduciary Advisors,… More: the full row for Gallagher Fiduciary Advisors, LLC 5,926 $334K 0.01% +211 13F-HR Timeline Group KLCM Advisors, Inc. More: the full row for KLCM Advisors, Inc. 5,925 $334K 0.03% +35 13F-HR Timeline GKV Capital Management Co., Inc. More: the full row for GKV Capital Management Co., Inc. 5,900 $332K 0.12% 0 13F-HR/A Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 5,885 $331K 0.01% -1,355 13F-HR Timeline Group Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 5,880 $331K 0.01% +975 13F-HR Timeline KEYNOTE FINANCIAL SERVICES LLC More: the full row for KEYNOTE FINANCIAL SERVICES LLC 5,868 $330K 0.18% -297 13F-HR Timeline TIEMANN INVESTMENT ADVISORS, LLC More: the full row for TIEMANN INVESTMENT ADVISORS, LLC 5,846 $329K 0.13% +100 13F-HR Timeline Miller Investment Management, LP More: the full row for Miller Investment Management, LP 5,840 $329K 0.03% 0 13F-HR Timeline EQUITABLE TRUST CO More: the full row for EQUITABLE TRUST CO 5,824 $328K 0.02% +444 13F-HR Timeline GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 5,760 $324K 0.02% -187 13F-HR Timeline DeDora Capital, Inc. More: the full row for DeDora Capital, Inc. 5,741 $323K 0.08% +337 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 5,720 $322K 0.03% -98 13F-HR Timeline Interchange Capital Partners, LLC More: the full row for Interchange Capital Partners, LLC 5,066 $321K 0.1% -83 13F-HR Timeline UHLMANN PRICE SECURITIES, LLC More: the full row for UHLMANN PRICE SECURITIES, LLC 5,490 $321K 0.02% new 13F-HR Timeline Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 5,284 $321K 0.02% -3 13F-HR Timeline Eagle Wealth Advisors LLC More: the full row for Eagle Wealth Advisors LLC 5,692 $321K 0.3% 0 13F-HR Timeline Legacy Trust More: the full row for Legacy Trust 5,691 $320K 0.06% +218 13F-HR Timeline Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 5,661 $319K <0.01% -1,994 13F-HR Timeline Empower Advisory Group, LLC in group Empower Annuity Insurance Co … More: the full row for Empower Advisory Group, LLC 5,659 $319K <0.01% +1,486 13F-HR Timeline Group Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 5,643 $318K 0.01% +228 13F-HR Timeline APPLETON PARTNERS INC/MA More: the full row for APPLETON PARTNERS INC/MA 5,634 $317K 0.02% new 13F-HR Timeline Livforsakringsbolaget Skandia, Omsesidi… More: the full row for Livforsakringsbolaget Skandia, Omsesidigt 5,629 $317K 0.01% 0 13F-HR Timeline PEOPLES FINANCIAL SERVICES CORP. More: the full row for PEOPLES FINANCIAL SERVICES CORP. 5,590 $315K 0.15% 0 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 5,588 $315K 0.06% +5,568 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 5,580 $314K <0.01% +67 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 5,570 $314K <0.01% -756 13F-HR Timeline CPA Asset Management Group, LLC More: the full row for CPA Asset Management Group, LLC 5,568 $314K 0.11% 0 13F-HR Timeline Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 5,562 $313K 0.03% -238 13F-HR Timeline DUMONT & BLAKE INVESTMENT ADVISORS LLC More: the full row for DUMONT & BLAKE INVESTMENT ADVISORS LLC 5,560 $313K 0.08% -95 13F-HR Timeline TWO SIGMA INVESTMENTS, LP in group TWO SIGMA INVESTMENTS, LP More: the full row for TWO SIGMA INVESTMENTS, LP 5,558 $313K <0.01% -1,613,441 13F-HR Timeline Group FORBES J M & CO LLP More: the full row for FORBES J M & CO LLP 5,553 $313K 0.03% -500 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 5,540 $312K 0.01% -3,503 13F-HR Timeline Catalyst Funds Management Pty Ltd More: the full row for Catalyst Funds Management Pty Ltd 5,520 $311K 0.05% new 13F-HR Timeline OSTRUM ASSET MANAGEMENT More: the full row for OSTRUM ASSET MANAGEMENT 5,516 $311K 0.02% -2,380 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 5,506 $310K <0.01% -4,238 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 5,491 $309K 0.02% +27 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 5,470 $308K 0.01% 0 13F-HR Timeline PATTON FUND MANAGEMENT, INC. More: the full row for PATTON FUND MANAGEMENT, INC. 5,437 $306K 0.05% +1,364 13F-HR Timeline HORAN Wealth, LLC More: the full row for HORAN Wealth, LLC 5,771 $306K 0.03% +200 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 5,428 $306K 0.01% -268 13F-HR Timeline Group Twelve Points Wealth Management LLC More: the full row for Twelve Points Wealth Management LLC 5,421 $305K 0.07% -2 13F-HR Timeline WOODMONT INVESTMENT COUNSEL LLC More: the full row for WOODMONT INVESTMENT COUNSEL LLC 5,401 $304K 0.02% -384 13F-HR Timeline Wilson & Boucher Capital Management, LLC More: the full row for Wilson & Boucher Capital Management, LLC 5,388 $303K 0.2% 0 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 5,384 $303K <0.01% -30,283 13F-HR Timeline Group Enterprise Financial Services Corp in group Enterprise Financial Services… More: the full row for Enterprise Financial Services Corp 5,377 $303K 0.15% -95 13F-HR Timeline Group BURKE & HERBERT BANK & TRUST CO More: the full row for BURKE & HERBERT BANK & TRUST CO 5,375 $303K 0.08% 0 13F-HR Timeline Texas Yale Capital Corp. More: the full row for Texas Yale Capital Corp. 5,368 $302K 0.01% +525 13F-HR Timeline Supplemental Annuity Collective Trust o… More: the full row for Supplemental Annuity Collective Trust of NJ 5,360 $302K 0.09% -3,240 13F-HR Timeline FOURPATH CAPITAL MANAGEMENT, LLC More: the full row for FOURPATH CAPITAL MANAGEMENT, LLC 5,336 $300K 0.04% -24 13F-HR Timeline Tennessee Valley Asset Management Partn… More: the full row for Tennessee Valley Asset Management Partners 5,325 $300K 0.04% +16 13F-HR Timeline TCTC Holdings, LLC in group TCTC Holdings, LLC More: the full row for TCTC Holdings, LLC 5,325 $300K 0.01% -1,175 13F-HR Timeline Group LMCG INVESTMENTS, LLC More: the full row for LMCG INVESTMENTS, LLC 5,321 $300K 0.02% -5 13F-HR Timeline Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 5,328 $299K <0.01% +101 13F-HR Timeline Group Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 5,276 $297K 0.01% -49 13F-HR Timeline Tyche Wealth Partners LLC More: the full row for Tyche Wealth Partners LLC 5,273 $297K 0.05% -101 13F-HR Timeline Acropolis Investment Management, LLC More: the full row for Acropolis Investment Management, LLC 5,271 $297K 0.01% -148 13F-HR Timeline Garden State Investment Advisory Servic… More: the full row for Garden State Investment Advisory Services LLC 5,253 $296K 0.07% -495 13F-HR Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 5,256 $296K 0.01% -27,998 13F-HR Timeline Cannell & Spears LLC More: the full row for Cannell & Spears LLC 5,256 $296K 0.01% new 13F-HR/A Timeline PANAGORA ASSET MANAGEMENT INC More: the full row for PANAGORA ASSET MANAGEMENT INC 5,255 $296K <0.01% -442,593 13F-HR Timeline Grey Ledge Advisors, LLC More: the full row for Grey Ledge Advisors, LLC 5,222 $294K 0.07% +358 13F-HR Timeline Parcion Private Wealth LLC More: the full row for Parcion Private Wealth LLC 5,186 $292K 0.02% +867 13F-HR Timeline KOM Wealth Management Group, LLC More: the full row for KOM Wealth Management Group, LLC 5,167 $291K 0.2% 0 13F-HR Timeline Dana Investment Advisors, Inc. More: the full row for Dana Investment Advisors, Inc. 5,156 $290K 0.01% new 13F-HR Timeline GROUPAMA ASSET MANAGMENT More: the full row for GROUPAMA ASSET MANAGMENT 5,154 $290K <0.01% +135 13F-HR Timeline Philadelphia Investment Partners, LLC More: the full row for Philadelphia Investment Partners, LLC 5,148 $290K 0.2% 13F-HR Timeline Covenant Asset Management, LLC More: the full row for Covenant Asset Management, LLC 5,100 $287K 0.06% 0 13F-HR Timeline BAILARD, INC. More: the full row for BAILARD, INC. 5,081 $286K 0.01% -23 13F-HR Timeline Ted Buchan & Co More: the full row for Ted Buchan & Co 5,070 $285K 0.1% 0 13F-HR Timeline SKY-MOUNTAIN CAPITAL MANAGEMENT, INC. More: the full row for SKY-MOUNTAIN CAPITAL MANAGEMENT, INC. 5,059 $285K 0.2% 0 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 5,049 $284K 0.01% new 13F-HR Timeline DRW Securities, LLC More: the full row for DRW Securities, LLC 5,035 $284K 0.02% -5,024 13F-HR Timeline Sterling Financial Planning, Inc. More: the full row for Sterling Financial Planning, Inc. 5,027 $283K 0.08% 0 13F-HR Timeline LGT Group Foundation in group LGT Group Foundation More: the full row for LGT Group Foundation 5,010 $282K <0.01% +10 13F-HR Timeline Group Clear Harbor Asset Management, LLC More: the full row for Clear Harbor Asset Management, LLC 5,004 $282K 0.02% -100 13F-HR Timeline Canton Hathaway, LLC More: the full row for Canton Hathaway, LLC 5,000 $282K 0.06% 0 13F-HR Timeline AGF MANAGEMENT LTD in group AGF MANAGEMENT LTD More: the full row for AGF MANAGEMENT LTD 4,999 $281K <0.01% -58 13F-HR Timeline Group Turtle Creek Wealth Advisors, LLC More: the full row for Turtle Creek Wealth Advisors, LLC 4,988 $281K 0.02% new 13F-HR Timeline Arrow Financial Corp in group Arrow Financial Corp More: the full row for Arrow Financial Corp 4,975 $280K 0.03% 0 13F-HR Timeline Group AlTi Global, Inc. in group AlTi Global, Inc. More: the full row for AlTi Global, Inc. 4,958 $279K 0.01% new 13F-HR Timeline Group Rothschild Wealth LLC More: the full row for Rothschild Wealth LLC 4,932 $278K 0.03% new 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 4,920 $277K 0.01% -305 13F-HR Timeline Group ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 4,897 $276K 0.02% +330 13F-HR Timeline Group PKS Advisory Services, LLC More: the full row for PKS Advisory Services, LLC 4,883 $275K 0.06% -140 13F-HR Timeline GM Advisory Group, LLC More: the full row for GM Advisory Group, LLC 4,878 $275K 0.01% +29 13F-HR Timeline Krilogy Financial LLC More: the full row for Krilogy Financial LLC 4,599 $275K 0.01% -188 13F-HR Timeline KRS Capital Management, LLC More: the full row for KRS Capital Management, LLC 4,866 $274K 0.17% -452 13F-HR Timeline KNIGHTSBRIDGE ASSET MANAGEMENT, LLC More: the full row for KNIGHTSBRIDGE ASSET MANAGEMENT, LLC 4,837 $272K 0.04% new 13F-HR Timeline Pines Wealth Management, LLC More: the full row for Pines Wealth Management, LLC 4,835 $272K 0.09% +185 13F-HR Timeline MCDONALD PARTNERS LLC More: the full row for MCDONALD PARTNERS LLC 4,814 $271K 0.06% -565 13F-HR Timeline MITCHELL & PAHL PRIVATE WEALTH, LLC More: the full row for MITCHELL & PAHL PRIVATE WEALTH, LLC 4,801 $270K 0.11% -44 13F-HR Timeline D'Orazio & Associates, Inc. More: the full row for D'Orazio & Associates, Inc. 4,790 $270K 0.03% +168 13F-HR Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 4,767 $268K <0.01% -771 13F-HR Timeline DONALDSON CAPITAL MANAGEMENT, LLC More: the full row for DONALDSON CAPITAL MANAGEMENT, LLC 4,741 $267K 0.01% -125 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 4,724 $266K <0.01% +686 13F-HR Timeline GROESBECK INVESTMENT MANAGEMENT CORP /N… More: the full row for GROESBECK INVESTMENT MANAGEMENT CORP /NJ/ 4,722 $266K 0.52% 0 13F-HR Timeline Holistic Financial Partners More: the full row for Holistic Financial Partners 4,701 $265K 0.1% +228 13F-HR Timeline Endowment Wealth Management, Inc. More: the full row for Endowment Wealth Management, Inc. 4,699 $265K 0.12% +67 13F-HR Timeline HCR Wealth Advisors More: the full row for HCR Wealth Advisors 4,694 $264K 0.03% +19 13F-HR Timeline Fire Capital Management LLC More: the full row for Fire Capital Management LLC 4,692 $264K 0.12% 0 13F-HR Timeline Waldron Private Wealth LLC More: the full row for Waldron Private Wealth LLC 4,678 $263K 0.01% +200 13F-HR Timeline WORLD EQUITY GROUP, INC. More: the full row for WORLD EQUITY GROUP, INC. 4,674 $263K 0.07% new 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 4,670 $263K <0.01% -4,067 13F-HR Timeline Ponta Wealth Partners, LLC More: the full row for Ponta Wealth Partners, LLC 4,650 $262K 0.21% +208 13F-HR Timeline Meadowbrook Advisors Group, LLC More: the full row for Meadowbrook Advisors Group, LLC 4,614 $260K 0.15% +78 13F-HR Timeline Center For Asset Management LLC More: the full row for Center For Asset Management LLC 4,607 $259K 0.13% -918 13F-HR Timeline New England Capital Financial Advisors … More: the full row for New England Capital Financial Advisors LLC 4,595 $259K 0.07% -169 13F-HR Timeline First National Trust Co More: the full row for First National Trust Co 4,577 $258K 0.01% -180 13F-HR Timeline Banco Santander, S.A. in group Banco Santander, S.A. More: the full row for Banco Santander, S.A. 4,565 $257K <0.01% 0 13F-HR Timeline Group Silicon Valley Capital Partners More: the full row for Silicon Valley Capital Partners 4,545 $256K 0.03% 0 13F-HR Timeline Journey Advisory Group, LLC More: the full row for Journey Advisory Group, LLC 4,515 $255K 0.02% 0 13F-HR Timeline Pacific Excel Wealth Advisors, Inc. More: the full row for Pacific Excel Wealth Advisors, Inc. 4,532 $255K 0.27% new 13F-HR Timeline