Wescott Financial Advisory Group, LLC More: the full row for Wescott Financial Advisory Group, LLC 6,080 $1.9M 0.17% new 13F-HR Timeline New England Research & Management, Inc. More: the full row for New England Research & Management, Inc. 6,075 $1.9M 0.83% 0 13F-HR Timeline DIVIDEND ASSETS CAPITAL, LLC More: the full row for DIVIDEND ASSETS CAPITAL, LLC 6,072 $1.9M 0.36% -1,093 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 6,047 $1.89M 0.02% +84 13F-HR Timeline THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 6,009 $1.88M 0.11% -390 13F-HR Timeline EAGLE GLOBAL ADVISORS LLC More: the full row for EAGLE GLOBAL ADVISORS LLC 6,000 $1.87M 0.07% 0 13F-HR Timeline BAYVIEW ASSET MANAGEMENT, LLC More: the full row for BAYVIEW ASSET MANAGEMENT, LLC 6,000 $1.87M 1.69% -4,000 13F-HR Timeline DARK FOREST CAPITAL MANAGEMENT LP More: the full row for DARK FOREST CAPITAL MANAGEMENT LP 5,977 $1.87M 0.09% -21,764 13F-HR Timeline Convergence Investment Partners, LLC More: the full row for Convergence Investment Partners, LLC 5,967 $1.86M 0.37% +1,465 13F-HR Timeline Faithward Advisors, LLC More: the full row for Faithward Advisors, LLC 5,967 $1.86M 0.27% -252 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 6,176 $1.86M 0.05% +2,132 13F-HR Timeline KEMPNER CAPITAL MANAGEMENT INC. More: the full row for KEMPNER CAPITAL MANAGEMENT INC. 5,909 $1.85M 1.75% -493 13F-HR Timeline CSM Advisors, LLC More: the full row for CSM Advisors, LLC 5,887 $1.84M 0.05% -7,185 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 5,790 $1.81M 0.05% -220 13F-HR Timeline AlphaStar Capital Management, LLC More: the full row for AlphaStar Capital Management, LLC 5,794 $1.81M 0.13% +243 13F-HR Timeline ALKEME WEALTH, LLC More: the full row for ALKEME WEALTH, LLC 5,767 $1.8M 0.77% -10 13F-HR Timeline Stillwater Wealth Management Group More: the full row for Stillwater Wealth Management Group 5,741 $1.79M 1.22% +89 13F-HR Timeline Center for Wealth Management Advisory More: the full row for Center for Wealth Management Advisory 5,730 $1.79M 1.32% 13F-HR Timeline Legacy Private Trust Co. More: the full row for Legacy Private Trust Co. 5,729 $1.79M 0.11% -382 13F-HR Timeline NICHOLS & PRATT ADVISERS LLP /MA in group NICHOLS & PRATT ADVISERS LLP … More: the full row for NICHOLS & PRATT ADVISERS LLP /MA 5,714 $1.78M 0.11% +254 13F-HR Timeline Group Monte Financial Group, LLC More: the full row for Monte Financial Group, LLC 5,714 $1.78M 0.66% +221 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 5,710 $1.78M 0.09% +87 13F-HR Timeline Vavra Capital Management, LLC More: the full row for Vavra Capital Management, LLC 5,701 $1.78M 1.75% 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 5,697 $1.78M 0.08% +1,194 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 5,671 $1.77M 0.06% -222 13F-HR Timeline MAGNOLIA CAPITAL ADVISORS LLC More: the full row for MAGNOLIA CAPITAL ADVISORS LLC 5,632 $1.76M 0.37% +208 13F-HR Timeline Field & Main Bank More: the full row for Field & Main Bank 5,549 $1.73M 0.5% +39 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 5,545 $1.73M 0.1% -45 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 5,542 $1.73M 0.04% +18 13F-HR Timeline Towne Trust Company, N.A More: the full row for Towne Trust Company, N.A 5,531 $1.73M 0.54% +205 13F-HR Timeline SIERRA SUMMIT ADVISORS LLC More: the full row for SIERRA SUMMIT ADVISORS LLC 5,529 $1.73M 0.26% +118 13F-HR Timeline Impact Capital Partners LLC More: the full row for Impact Capital Partners LLC 5,500 $1.72M 0.51% +102 13F-HR Timeline Roxbury Financial LLC More: the full row for Roxbury Financial LLC 5,494 $1.71M 1.54% +6 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 5,494 $1.71M 0.06% +3,720 13F-HR Timeline Stablepoint Partners, LLC More: the full row for Stablepoint Partners, LLC 5,491 $1.71M 0.27% +73 13F-HR Timeline Demars Financial Group, LLC More: the full row for Demars Financial Group, LLC 5,487 $1.71M 0.57% +85 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 5,463 $1.71M 0.11% +12 13F-HR Timeline SUMITOMO LIFE INSURANCE CO More: the full row for SUMITOMO LIFE INSURANCE CO 5,462 $1.7M 0.05% +36 13F-HR Timeline Trueblood Wealth Management, LLC More: the full row for Trueblood Wealth Management, LLC 5,452 $1.7M 0.66% +48 13F-HR Timeline Holt Capital Advisors, L.L.C. dba Holt … More: the full row for Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 5,444 $1.7M 0.23% +80 13F-HR Timeline Sepio Capital, LP More: the full row for Sepio Capital, LP 5,398 $1.68M 0.09% -267 13F-HR Timeline SHAYNE & JACOBS, LLC More: the full row for SHAYNE & JACOBS, LLC 5,370 $1.68M 0.51% 0 13F-HR Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 5,368 $1.68M 0.23% new 13F-HR Timeline Cordatus Wealth Management LLC More: the full row for Cordatus Wealth Management LLC 5,358 $1.67M 0.39% +7 13F-HR Timeline SCOTIA CAPITAL INC. More: the full row for SCOTIA CAPITAL INC. 5,351 $1.67M 0.01% +328 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 5,345 $1.67M 0.08% +830 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 5,307 $1.66M 0.04% +683 13F-HR Timeline PFS Partners, LLC More: the full row for PFS Partners, LLC 5,302 $1.65M 0.76% +6 13F-HR Timeline Heritage Trust Co More: the full row for Heritage Trust Co 5,296 $1.65M 0.17% -1,792 13F-HR Timeline Ellevest, Inc. More: the full row for Ellevest, Inc. 5,291 $1.65M 0.23% -114 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 5,279 $1.65M 0.02% -9,363 13F-HR Timeline Sage Investment Counsel LLC More: the full row for Sage Investment Counsel LLC 5,258 $1.64M 1.81% +2 13F-HR Timeline TRANSATLANTIQUE PRIVATE WEALTH LLC More: the full row for TRANSATLANTIQUE PRIVATE WEALTH LLC 5,378 $1.64M 0.51% +126 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 5,229 $1.63M 0.2% -296 13F-HR Timeline GS Investments, Inc. More: the full row for GS Investments, Inc. 5,215 $1.63M 0.88% -350 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 5,207 $1.63M 0.04% +656 13F-HR Timeline Catalyst Funds Management Pty Ltd More: the full row for Catalyst Funds Management Pty Ltd 5,200 $1.62M 0.38% +3,700 13F-HR Timeline DELPHI MANAGEMENT INC /MA/ More: the full row for DELPHI MANAGEMENT INC /MA/ 5,184 $1.62M 1.58% +608 13F-HR Timeline Elevate Capital Advisors, LLC More: the full row for Elevate Capital Advisors, LLC 5,177 $1.62M 1.07% +2,264 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 5,136 $1.61M 0.03% +1,414 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 5,244 $1.61M 0.06% -108 13F-HR Timeline TRUST CO OF OKLAHOMA More: the full row for TRUST CO OF OKLAHOMA 5,137 $1.6M 0.47% -290 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 5,121 $1.6M 0.05% +766 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 5,113 $1.6M 0.09% +1,415 13F-HR Timeline Claro Advisors Inc. More: the full row for Claro Advisors Inc. 5,068 $1.58M 0.22% +459 13F-HR Timeline Wealth Quarterback LLC More: the full row for Wealth Quarterback LLC 5,052 $1.58M 0.57% +2 13F-HR Timeline SAXON INTERESTS, INC. More: the full row for SAXON INTERESTS, INC. 5,016 $1.57M 0.55% -64 13F-HR Timeline WADDELL & ASSOCIATES, LLC More: the full row for WADDELL & ASSOCIATES, LLC 4,975 $1.55M 0.1% +2,805 13F-HR Timeline ALTFEST L J & CO INC More: the full row for ALTFEST L J & CO INC 4,975 $1.55M 0.17% +287 13F-HR Timeline AA Financial Advisors, LLC More: the full row for AA Financial Advisors, LLC 4,973 $1.55M 0.29% -443 13F-HR Timeline WRIGHT INVESTORS SERVICE INC More: the full row for WRIGHT INVESTORS SERVICE INC 4,927 $1.54M 0.46% +34 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Procyon Advisors, LLC More: the full row for Procyon Advisors, LLC 4,922 $1.54M 0.08% -174 13F-HR Timeline Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 4,889 $1.53M <0.01% +999 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 4,856 $1.52M 0.14% +24 13F-HR Timeline Columbia Bank More: the full row for Columbia Bank 4,849 $1.51M 0.42% +29 13F-HR Timeline Journey Advisory Group, LLC More: the full row for Journey Advisory Group, LLC 4,860 $1.51M 0.13% -717 13F-HR Timeline DB Fitzpatrick & Co, Inc More: the full row for DB Fitzpatrick & Co, Inc 4,795 $1.5M 1.33% +6 13F-HR Timeline Stonebrook Private Inc. More: the full row for Stonebrook Private Inc. 4,792 $1.5M 0.31% -6,799 13F-HR Timeline BKM Wealth Management, LLC More: the full row for BKM Wealth Management, LLC 4,782 $1.49M 0.55% -2,602 13F-HR Timeline FIRST CITIZENS BANK & TRUST CO More: the full row for FIRST CITIZENS BANK & TRUST CO 4,774 $1.49M 0.03% +795 13F-HR Timeline Arista Wealth Management, LLC More: the full row for Arista Wealth Management, LLC 4,771 $1.49M 0.18% 0 13F-HR Timeline Ballast, Inc. More: the full row for Ballast, Inc. 4,766 $1.49M 0.35% +29 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 4,762 $1.49M 0.03% +2,543 13F-HR/A Timeline DRW Securities, LLC More: the full row for DRW Securities, LLC 4,746 $1.48M 0.11% -13,572 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 4,746 $1.48M 0.21% 0 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 4,741 $1.48M 0.04% -20,803 13F-HR Timeline Pekin Hardy Strauss, Inc. More: the full row for Pekin Hardy Strauss, Inc. 4,739 $1.48M 0.14% +1,002 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 4,731 $1.48M 0.08% +1,215 13F-HR Timeline Berry Wealth Group, LP More: the full row for Berry Wealth Group, LP 4,723 $1.47M 5.18% -98 13F-HR Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 4,710 $1.47M 0.07% +548 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 4,707 $1.47M 0.07% -10 13F-HR Timeline Nicholas Wealth, LLC. More: the full row for Nicholas Wealth, LLC. 4,689 $1.46M 0.99% +399 13F-HR/A Timeline RoundAngle Advisors LLC More: the full row for RoundAngle Advisors LLC 4,672 $1.46M 1.06% +273 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 4,658 $1.45M 0.03% +21 13F-HR Timeline Advisory Resource Group More: the full row for Advisory Resource Group 4,658 $1.45M 0.26% +35 13F-HR Timeline Missouri Trust & Investment Co More: the full row for Missouri Trust & Investment Co 4,652 $1.45M 0.43% +131 13F-HR Timeline LAUREL OAK WEALTH MANAGEMENT, LLC More: the full row for LAUREL OAK WEALTH MANAGEMENT, LLC 4,639 $1.45M 0.24% 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 4,631 $1.45M 0.04% +10 13F-HR Timeline Minot DeBlois Advisors LLC More: the full row for Minot DeBlois Advisors LLC 4,604 $1.44M 1.29% +61 13F-HR Timeline AssuredPartners Investment Advisors, LLC More: the full row for AssuredPartners Investment Advisors, LLC 4,582 $1.43M 0.21% +2,012 13F-HR Timeline CANANDAIGUA NATIONAL BANK & TRUST CO in group CANANDAIGUA NATIONAL BANK & T… More: the full row for CANANDAIGUA NATIONAL BANK & TRUST CO 4,582 $1.43M 0.13% -432 13F-HR Timeline Group PARSONS CAPITAL MANAGEMENT INC/RI More: the full row for PARSONS CAPITAL MANAGEMENT INC/RI 4,562 $1.42M 0.08% -40 13F-HR Timeline XTX Topco Ltd in group XTX Topco Ltd More: the full row for XTX Topco Ltd 4,558 $1.42M 0.04% new 13F-HR Timeline Group Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 4,537 $1.42M 0.02% -53 13F-HR Timeline Group Asset Dedication, LLC More: the full row for Asset Dedication, LLC 4,525 $1.41M 0.09% -18 13F-HR Timeline Lansing Street Advisors More: the full row for Lansing Street Advisors 4,506 $1.41M 0.36% +66 13F-HR Timeline Ceeto Capital Group, LLC More: the full row for Ceeto Capital Group, LLC 4,500 $1.41M 0.41% 0 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 4,483 $1.4M 0.07% +296 13F-HR Timeline Asset Planning,Inc More: the full row for Asset Planning,Inc 4,481 $1.4M 0.98% -144 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 4,466 $1.39M 0.05% +1,795 13F-HR Timeline Advisors Asset Management, Inc. More: the full row for Advisors Asset Management, Inc. 4,456 $1.39M 0.02% +522 13F-HR/A Timeline CNB Bank More: the full row for CNB Bank 4,448 $1.39M 0.57% +244 13F-HR Timeline Fiduciary Group, LLC More: the full row for Fiduciary Group, LLC 4,422 $1.38M 0.12% -610 13F-HR Timeline Meadow Creek Wealth Advisors LLC More: the full row for Meadow Creek Wealth Advisors LLC 4,368 $1.36M 0.87% -23 13F-HR Timeline Huntleigh Advisors, Inc. More: the full row for Huntleigh Advisors, Inc. 4,362 $1.36M 0.23% -27 13F-HR Timeline Harold Davidson & Associates Inc. More: the full row for Harold Davidson & Associates Inc. 4,346 $1.36M 0.6% -439 13F-HR Timeline Parcion Private Wealth LLC More: the full row for Parcion Private Wealth LLC 4,345 $1.36M 0.08% +3,041 13F-HR Timeline Pine Valley Investments Ltd Liability Co More: the full row for Pine Valley Investments Ltd Liability Co 4,331 $1.36M 0.07% +26 13F-HR Timeline Applied Capital LLC/FL More: the full row for Applied Capital LLC/FL 4,339 $1.35M 0.93% +10 13F-HR Timeline Mach-1 Financial Group, LLC More: the full row for Mach-1 Financial Group, LLC 4,330 $1.35M 0.28% new 13F-HR Timeline FOSTER & MOTLEY INC More: the full row for FOSTER & MOTLEY INC 4,312 $1.35M 0.07% 0 13F-HR Timeline Northstar Group, Inc. More: the full row for Northstar Group, Inc. 4,275 $1.33M 0.18% +810 13F-HR Timeline MGB Wealth Management, LLC More: the full row for MGB Wealth Management, LLC 4,270 $1.33M 0.38% +1 13F-HR Timeline Total Clarity Wealth Management, Inc. More: the full row for Total Clarity Wealth Management, Inc. 4,247 $1.33M 0.32% +48 13F-HR Timeline DF DENT & CO INC More: the full row for DF DENT & CO INC 4,245 $1.32M 0.02% 0 13F-HR Timeline Disciplined Investors, L.L.C. More: the full row for Disciplined Investors, L.L.C. 4,233 $1.32M 0.87% +3,256 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 4,219 $1.32M 0.04% -860 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 4,196 $1.31M 0.2% -238 13F-HR Timeline Relyea Zuckerberg Hanson LLC More: the full row for Relyea Zuckerberg Hanson LLC 4,191 $1.31M 0.13% 0 13F-HR Timeline Westhampton Capital, LLC More: the full row for Westhampton Capital, LLC 4,190 $1.31M 0.62% 0 13F-HR Timeline Trust Asset Management LLC More: the full row for Trust Asset Management LLC 4,171 $1.3M 0.09% -158 13F-HR Timeline Jump Financial, LLC in group Jump Financial, LLC More: the full row for Jump Financial, LLC 4,152 $1.3M 0.02% -11,175 13F-HR Timeline Group MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 4,125 $1.29M 0.06% +145 13F-HR Timeline Abbot Financial Management, Inc. More: the full row for Abbot Financial Management, Inc. 4,124 $1.29M 0.53% -249 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 4,123 $1.29M 0.09% 0 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 4,120 $1.29M 0.4% +2,113 13F-HR Timeline waypoint wealth counsel More: the full row for waypoint wealth counsel 4,118 $1.29M 0.47% +1,784 13F-HR Timeline Bryn Mawr Trust Advisors, LLC More: the full row for Bryn Mawr Trust Advisors, LLC 4,078 $1.27M 0.06% +87 13F-HR Timeline Texas Capital Bank Wealth Management Se… More: the full row for Texas Capital Bank Wealth Management Services Inc 4,076 $1.27M 0.07% new 13F-HR Timeline STOCK YARDS BANK & TRUST CO More: the full row for STOCK YARDS BANK & TRUST CO 4,071 $1.27M 0.04% -292 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 4,032 $1.26M 0.02% +1,153 13F-HR Timeline Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 4,019 $1.25M 0.17% +937 13F-HR Timeline PICTON MAHONEY ASSET MANAGEMENT More: the full row for PICTON MAHONEY ASSET MANAGEMENT 3,974 $1.24M 0.01% new 13F-HR Timeline FC Advisory LLC More: the full row for FC Advisory LLC 3,964 $1.24M 0.36% 0 13F-HR Timeline TigerOak Management, L.L.C. More: the full row for TigerOak Management, L.L.C. 3,957 $1.24M 0.38% 0 13F-HR Timeline MITCHELL MCLEOD PUGH & WILLIAMS INC More: the full row for MITCHELL MCLEOD PUGH & WILLIAMS INC 3,729 $1.23M 0.18% -15 13F-HR Timeline Integrated Quantitative Investments LLC More: the full row for Integrated Quantitative Investments LLC 3,914 $1.22M 0.26% 0 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 3,907 $1.22M 0.08% +2,138 13F-HR Timeline Grey Ledge Advisors, LLC More: the full row for Grey Ledge Advisors, LLC 3,896 $1.22M 0.27% -69 13F-HR Timeline Formidable Asset Management, LLC More: the full row for Formidable Asset Management, LLC 4,292 $1.21M 0.18% +1 13F-HR Timeline Lakeside Advisors, INC. More: the full row for Lakeside Advisors, INC. 3,868 $1.21M 0.77% 0 13F-HR Timeline Trivium Point Advisory, LLC More: the full row for Trivium Point Advisory, LLC 3,864 $1.21M 0.12% +527 13F-HR Timeline Richard Bernstein Advisors LLC More: the full row for Richard Bernstein Advisors LLC 3,844 $1.2M 0.04% -423 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 3,821 $1.19M 0.13% +37 13F-HR Timeline EFG International AG in group EFG International AG More: the full row for EFG International AG 3,816 $1.19M 0.02% 13F-HR Timeline Group Gryphon Financial Partners LLC More: the full row for Gryphon Financial Partners LLC 3,811 $1.19M 0.13% -64 13F-HR Timeline PROFUND ADVISORS LLC More: the full row for PROFUND ADVISORS LLC 3,808 $1.19M 0.04% -1,090 13F-HR Timeline SPINNAKER TRUST More: the full row for SPINNAKER TRUST 3,763 $1.17M 0.06% +65 13F-HR Timeline Stamos Capital Partners, L.P. More: the full row for Stamos Capital Partners, L.P. 3,751 $1.17M 0.19% +1,606 13F-HR Timeline Jefferies Financial Group Inc. in group Jefferies Financial Group Inc. 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