Biondo Investment Advisors, LLC More: the full row for Biondo Investment Advisors, LLC 5,000 $419K 0.05% 0 13F-HR Timeline Canton Hathaway, LLC More: the full row for Canton Hathaway, LLC 5,000 $419K 0.08% 0 13F-HR Timeline FIRST CITIZENS BANK & TRUST CO More: the full row for FIRST CITIZENS BANK & TRUST CO 4,995 $419K 0.01% +28 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 4,967 $417K 0.01% +177 13F-HR Timeline Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 4,952 $415K <0.01% new 13F-HR Timeline MEYER HANDELMAN CO More: the full row for MEYER HANDELMAN CO 4,950 $415K 0.01% 0 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 4,931 $414K <0.01% -1,342 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 4,857 $407K 0.01% +508 13F-HR Timeline SCP Investment, LP More: the full row for SCP Investment, LP 4,800 $403K 0.32% -2,000 13F-HR Timeline Hedges Asset Management LLC More: the full row for Hedges Asset Management LLC 4,800 $403K 0.31% 0 13F-HR Timeline REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 4,788 $402K <0.01% +535 13F-HR/A Timeline Group Financial Sense Advisors, Inc. More: the full row for Financial Sense Advisors, Inc. 4,761 $399K 0.07% new 13F-HR Timeline THOMPSON INVESTMENT MANAGEMENT, INC. More: the full row for THOMPSON INVESTMENT MANAGEMENT, INC. 4,760 $399K 0.05% 0 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 4,756 $399K 0.03% -416 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 4,644 $389K <0.01% +82 13F-HR Timeline Operose Advisors LLC More: the full row for Operose Advisors LLC 4,642 $389K 0.1% -118 13F-HR Timeline OXFORD FINANCIAL GROUP, LTD. LLC More: the full row for OXFORD FINANCIAL GROUP, LTD. LLC 4,592 $385K 0.02% new 13F-HR Timeline IFS Group,LLC More: the full row for IFS Group,LLC 4,580 $382K 0.34% 13F-HR Timeline M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 4,545 $381K <0.01% -274 13F-HR Timeline Group Wellspring Financial Advisors, LLC More: the full row for Wellspring Financial Advisors, LLC 4,543 $381K 0.04% -1,864 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 4,534 $380K 0.02% new 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 4,527 $380K <0.01% +227 13F-HR Timeline Group Allworth Financial LP More: the full row for Allworth Financial LP 4,484 $376K <0.01% -40 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 4,475 $375K <0.01% -157 13F-HR Timeline Group SILVERCREST ASSET MANAGEMENT GROUP LLC More: the full row for SILVERCREST ASSET MANAGEMENT GROUP LLC 4,367 $366K <0.01% 0 13F-HR Timeline Formidable Asset Management, LLC More: the full row for Formidable Asset Management, LLC 4,859 $361K 0.06% -7,896 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 4,273 $358K 0.02% new 13F-HR Timeline Castleview Partners, LLC More: the full row for Castleview Partners, LLC 4,251 $356K 0.19% -317 13F-HR Timeline Versor Investments LP More: the full row for Versor Investments LP 4,203 $353K 0.06% new 13F-HR Timeline Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 4,177 $350K 0.02% +295 13F-HR Timeline Group Coppell Advisory Solutions LLC More: the full row for Coppell Advisory Solutions LLC 4,138 $349K 0.04% +100 13F-HR Timeline 111 Capital More: the full row for 111 Capital 4,144 $348K 0.07% new 13F-HR Timeline Gold Investment Management Ltd. More: the full row for Gold Investment Management Ltd. 4,135 $347K 0.12% 0 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 4,137 $347K 0.02% -206 13F-HR Timeline Group Autumn Glory Partners, LLC More: the full row for Autumn Glory Partners, LLC 4,090 $343K 0.14% -690 13F-HR Timeline HBW ADVISORY SERVICES LLC More: the full row for HBW ADVISORY SERVICES LLC 4,074 $342K 0.04% -75 13F-HR Timeline GWN SECURITIES INC. More: the full row for GWN SECURITIES INC. 4,049 $340K 0.08% new 13F-HR Timeline Hixon Zuercher, LLC More: the full row for Hixon Zuercher, LLC 4,000 $335K 0.1% new 13F-HR Timeline Ethic Inc. More: the full row for Ethic Inc. 3,989 $335K 0.01% new 13F-HR Timeline HALL CAPITAL MANAGEMENT CO INC More: the full row for HALL CAPITAL MANAGEMENT CO INC 3,960 $332K 0.13% 0 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 3,932 $330K 0.02% -632 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 3,913 $328K 0.01% new 13F-HR Timeline Shepherd Financial Partners LLC More: the full row for Shepherd Financial Partners LLC 3,900 $327K 0.03% 0 13F-HR Timeline Beaumont Financial Advisors, LLC More: the full row for Beaumont Financial Advisors, LLC 3,876 $325K 0.02% -150 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 3,861 $324K 0.01% +662 13F-HR Timeline Chung Wu Investment Group, LLC More: the full row for Chung Wu Investment Group, LLC 3,800 $319K 0.27% +2,800 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 3,798 $318K 0.02% new 13F-HR Timeline COURIER CAPITAL LLC More: the full row for COURIER CAPITAL LLC 3,781 $317K 0.02% -731 13F-HR Timeline BIRCH FINANCIAL GROUP, LLC More: the full row for BIRCH FINANCIAL GROUP, LLC 3,757 $315K 0.19% new 13F-HR Timeline Total Clarity Wealth Management, Inc. More: the full row for Total Clarity Wealth Management, Inc. 3,740 $314K 0.08% -50 13F-HR Timeline PURE PORTFOLIOS HOLDINGS LLC More: the full row for PURE PORTFOLIOS HOLDINGS LLC 3,735 $313K 0.1% +891 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 3,730 $313K 0.01% 0 13F-HR Timeline Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 3,414 $308K 0.02% +177 13F-HR Timeline Acropolis Investment Management, LLC More: the full row for Acropolis Investment Management, LLC 4,144 $308K 0.02% +1,377 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 3,620 $304K 0.01% +141 13F-HR Timeline Fortis Group Advisors, LLC More: the full row for Fortis Group Advisors, LLC 2,925 $299K 0.05% -42 13F-HR Timeline ROMAN BUTLER FULLERTON & CO More: the full row for ROMAN BUTLER FULLERTON & CO 2,764 $295K 0.08% -960 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 3,437 $288K 0.02% +40 13F-HR Timeline Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 3,421 $287K 0.04% -1,724 13F-HR Timeline CANANDAIGUA NATIONAL BANK & TRUST CO in group CANANDAIGUA NATIONAL BANK & T… More: the full row for CANANDAIGUA NATIONAL BANK & TRUST CO 3,409 $286K 0.03% -600 13F-HR Timeline Group Fiera Capital Corp in group Fiera Capital Corp More: the full row for Fiera Capital Corp 3,388 $284K <0.01% -1,179 13F-HR Timeline Group INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 3,938 $282K 0.02% +120 13F-HR Timeline COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 3,361 $282K <0.01% new 13F-HR Timeline Group Argent Trust Co More: the full row for Argent Trust Co 3,345 $281K 0.01% 0 13F-HR Timeline DANSKE BANK A/S More: the full row for DANSKE BANK A/S 3,368 $279K <0.01% -1,897 13F-HR/A Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 3,321 $278K <0.01% new 13F-HR Timeline Allegheny Financial Group More: the full row for Allegheny Financial Group 3,301 $277K 0.05% -1,197 13F-HR Timeline J. Safra Sarasin Holding AG in group J. Safra Sarasin Holding AG More: the full row for J. Safra Sarasin Holding AG 3,300 $277K <0.01% -2,150 13F-HR Timeline Group TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 3,264 $274K 0.02% +561 13F-HR Timeline Lesa Sroufe & Co More: the full row for Lesa Sroufe & Co 3,190 $268K 0.22% 0 13F-HR Timeline SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 3,183 $267K 0.01% -141 13F-HR Timeline NorthCoast Asset Management LLC More: the full row for NorthCoast Asset Management LLC 3,164 $265K <0.01% -477 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 3,147 $264K 0.03% -605 13F-HR Timeline JT Stratford LLC More: the full row for JT Stratford LLC 3,145 $264K 0.04% -99 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 3,112 $261K 0.01% +358 13F-HR Timeline THOMPSON DAVIS & CO., INC. More: the full row for THOMPSON DAVIS & CO., INC. 3,075 $258K 0.16% 0 13F-HR Timeline LAFFER TENGLER INVESTMENTS, INC. More: the full row for LAFFER TENGLER INVESTMENTS, INC. 3,072 $258K 0.04% new 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 3,067 $257K 0.02% +533 13F-HR Timeline Group OAK FAMILY ADVISORS, LLC More: the full row for OAK FAMILY ADVISORS, LLC 3,065 $257K 0.08% -3,000 13F-HR Timeline SevenBridge Financial Group, LLC More: the full row for SevenBridge Financial Group, LLC 2,758 $255K 0.04% +100 13F-HR Timeline Numerai GP LLC More: the full row for Numerai GP LLC 3,027 $254K 0.04% -5,224 13F-HR Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 2,412 $253K 0.02% new 13F-HR Timeline Advisors Asset Management, Inc. More: the full row for Advisors Asset Management, Inc. 3,008 $252K <0.01% +1,269 13F-HR/A Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 3,008 $252K 0.14% 0 13F-HR Timeline WESBANCO BANK INC More: the full row for WESBANCO BANK INC 3,000 $252K 0.01% 0 13F-HR Timeline Chemistry Wealth Management LLC More: the full row for Chemistry Wealth Management LLC 3,000 $252K 0.05% new 13F-HR Timeline Polymer Capital Management (HK) LTD More: the full row for Polymer Capital Management (HK) LTD 3,000 $252K 0.03% -8,800 13F-HR Timeline Kiker Wealth Management, LLC More: the full row for Kiker Wealth Management, LLC 2,985 $250K 0.13% +2,810 13F-HR Timeline TABR Capital Management, LLC More: the full row for TABR Capital Management, LLC 2,920 $247K 0.17% new 13F-HR Timeline Bryn Mawr Trust Advisors, LLC More: the full row for Bryn Mawr Trust Advisors, LLC 2,933 $246K 0.01% 0 13F-HR Timeline Glenmede Investment Management, LP More: the full row for Glenmede Investment Management, LP 2,916 $245K <0.01% new 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 2,913 $244K <0.01% -191 13F-HR Timeline Pasadena Private Wealth, LLC More: the full row for Pasadena Private Wealth, LLC 2,910 $244K 0.04% -275 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 2,888 $242K 0.04% +32 13F-HR Timeline IPG Investment Advisors LLC More: the full row for IPG Investment Advisors LLC 2,870 $241K 0.04% -760 13F-HR Timeline GRIFFIN ASSET MANAGEMENT, INC. More: the full row for GRIFFIN ASSET MANAGEMENT, INC. 2,850 $239K 0.03% new 13F-HR Timeline Wealth Alliance Advisory Group, LLC More: the full row for Wealth Alliance Advisory Group, LLC 2,833 $238K 0.04% new 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 2,826 $237K 0.01% new 13F-HR Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 2,815 $236K 0.03% new 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 2,810 $236K <0.01% new 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 2,802 $235K <0.01% -280 13F-HR Timeline Group LVW Advisors, LLC More: the full row for LVW Advisors, LLC 2,797 $235K 0.02% new 13F-HR Timeline QRG CAPITAL MANAGEMENT, INC. More: the full row for QRG CAPITAL MANAGEMENT, INC. 2,770 $232K <0.01% new 13F-HR Timeline MARIETTA INVESTMENT PARTNERS LLC More: the full row for MARIETTA INVESTMENT PARTNERS LLC 2,730 $229K 0.04% -180 13F-HR Timeline Fortis Capital Management LLC More: the full row for Fortis Capital Management LLC 2,714 $228K 0.03% 0 13F-HR Timeline HIGHLAND CAPITAL MANAGEMENT, LLC More: the full row for HIGHLAND CAPITAL MANAGEMENT, LLC 2,700 $226K 0.01% 0 13F-HR Timeline Violich Capital Management, Inc. More: the full row for Violich Capital Management, Inc. 2,700 $226K 0.03% new 13F-HR Timeline SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 2,698 $226K 0.02% new 13F-HR Timeline Arkos Global Advisors More: the full row for Arkos Global Advisors 2,642 $222K 0.03% new 13F-HR Timeline Fulton Bank, N.A. More: the full row for Fulton Bank, N.A. 2,640 $221K 0.01% -1,606 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 2,639 $221K <0.01% new 13F-HR Timeline Group Boston Partners in group Boston Trust Walden Corp More: the full row for Boston Partners 2,827 $220K <0.01% new 13F-HR Timeline Group PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 2,621 $220K 0.02% -524 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 2,620 $220K <0.01% -206 13F-HR Timeline MFA Wealth Services More: the full row for MFA Wealth Services 2,601 $218K 0.15% new 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 2,600 $218K <0.01% new 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 2,569 $215K 0.05% -460 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 2,554 $214K 0.01% new 13F-HR Timeline Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 2,552 $214K 0.03% -1,518 13F-HR Timeline Naviter Wealth, LLC More: the full row for Naviter Wealth, LLC 2,548 $214K 0.02% new 13F-HR Timeline Clarius Group, LLC More: the full row for Clarius Group, LLC 2,547 $214K 0.01% new 13F-HR Timeline MONEY CONCEPTS CAPITAL CORP More: the full row for MONEY CONCEPTS CAPITAL CORP 2,542 $213K 0.01% new 13F-HR Timeline GROUPAMA ASSET MANAGMENT More: the full row for GROUPAMA ASSET MANAGMENT 1,820 $213K <0.01% new 13F-HR Timeline Synergy Asset Management, LLC in group Synergy Asset Management, LLC More: the full row for Synergy Asset Management, LLC 2,852 $212K 0.01% 0 13F-HR Timeline Group Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 2,509 $210K <0.01% new 13F-HR Timeline Group U S GLOBAL INVESTORS INC More: the full row for U S GLOBAL INVESTORS INC 2,500 $210K 0.02% 0 13F-HR Timeline Procyon Advisors, LLC More: the full row for Procyon Advisors, LLC 2,483 $208K 0.01% new 13F-HR Timeline Freedom Financial Partners LLC More: the full row for Freedom Financial Partners LLC 2,457 $206K 0.08% new 13F-HR Timeline Accredited Investors Inc. More: the full row for Accredited Investors Inc. 2,442 $205K 0.01% new 13F-HR Timeline WEXFORD CAPITAL LP More: the full row for WEXFORD CAPITAL LP 2,441 $205K 0.06% -2,025 13F-HR Timeline Mach-1 Financial Group, LLC More: the full row for Mach-1 Financial Group, LLC 2,426 $204K 0.03% new 13F-HR Timeline Integrity Advisory Solutions, LLC More: the full row for Integrity Advisory Solutions, LLC 2,426 $204K 0.03% 13F-HR Timeline FSM Wealth Advisors, LLC More: the full row for FSM Wealth Advisors, LLC 2,420 $203K 0.03% new 13F-HR Timeline JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 2,410 $202K <0.01% new 13F-HR Timeline Midwest Trust Co More: the full row for Midwest Trust Co 2,406 $202K <0.01% new 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 2,398 $201K <0.01% new 13F-HR Timeline Strata Wealth Advisors, LLC More: the full row for Strata Wealth Advisors, LLC 2,388 $200K 0.05% new 13F-HR Timeline S.A. Mason LLC More: the full row for S.A. Mason LLC 2,325 $195K 0.09% 0 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 2,245 $188K <0.01% +381 13F-HR Timeline Group Ameritas Advisory Services, LLC in group Ameritas Investment Partners,… More: the full row for Ameritas Advisory Services, LLC 2,140 $179K 0.01% +480 13F-HR Timeline Group Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 1,977 $166K 0.09% 0 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 1,970 $165K <0.01% 0 13F-HR Timeline Group HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 1,815 $152K <0.01% 0 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 1,800 $151K 0.01% 0 13F-HR Timeline Quadcap Wealth Management, LLC More: the full row for Quadcap Wealth Management, LLC 1,685 $141K 0.02% new 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 1,683 $141K 0.01% 0 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 1,657 $139K 0.01% +689 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 1,590 $133K 0.02% +160 13F-HR Timeline Mizuho Markets Cayman LP in group MIZUHO FINANCIAL GROUP INC More: the full row for Mizuho Markets Cayman LP 1,559 $131K 0.01% new 13F-HR/A Timeline Group MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 1,546 $130K <0.01% +39 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 1,525 $128K 0.02% 0 13F-HR Timeline Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 1,500 $126K 0.02% new 13F-HR Timeline Tripletail Wealth Management, LLC More: the full row for Tripletail Wealth Management, LLC 1,300 $115K 0.14% new 13F-HR Timeline RMG Wealth Management LLC More: the full row for RMG Wealth Management LLC 1,400 $115K 0.02% 0 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 1,344 $113K 0.01% new 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 1,288 $108K <0.01% -167 13F-HR Timeline Group CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 1,238 $104K <0.01% +767 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 1,214 $102K 0.04% +410 13F-HR Timeline COUNTRY TRUST BANK More: the full row for COUNTRY TRUST BANK 1,172 $98.3K <0.01% new 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 1,173 $97.9K 0.05% 0 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 1,109 $93K <0.01% -353 13F-HR Timeline IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVA… More: the full row for IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVATE Ltd 1,100 $92.2K 0.12% new 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 1,091 $91.5K 0.02% new 13F-HR Timeline Galilei Investment Office LLP More: the full row for Galilei Investment Office LLP 1,075 $90.2K 0.04% 0 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 1,037 $89.9K <0.01% +617 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 1,066 $89.4K 0.02% +74 13F-HR Timeline TrinityBridge Ltd More: the full row for TrinityBridge Ltd 1,000 $84K <0.01% -580 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 1,000 $83.9K <0.01% 0 13F-HR Timeline Group Crewe Advisors LLC More: the full row for Crewe Advisors LLC 1,000 $83.9K 0.01% 0 13F-HR Timeline Tanglewood Legacy Advisors, LLC More: the full row for Tanglewood Legacy Advisors, LLC 1,000 $83.9K 0.03% 0 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 1,000 $83.9K 0.04% new 13F-HR Timeline Pinpoint Asset Management (Singapore) P… More: the full row for Pinpoint Asset Management (Singapore) Pte. Ltd. 1,000 $83.9K 0.01% new 13F-HR Timeline First Pacific Financial More: the full row for First Pacific Financial 973 $81.6K 0.01% 0 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 960 $81K 0.01% 0 13F-HR Timeline Community Bank, N.A. More: the full row for Community Bank, N.A. 965 $80.9K 0.01% new 13F-HR Timeline Trifecta Capital Advisors, LLC More: the full row for Trifecta Capital Advisors, LLC 950 $79.7K 0.01% 0 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 911 $76.4K <0.01% +40 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 870 $72.9K <0.01% -1,985 13F-HR Timeline CGC Financial Services, LLC More: the full row for CGC Financial Services, LLC 847 $71K 0.02% 0 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 834 $69.9K 0.01% 0 13F-HR Timeline Ravenstone Capital Management Inc. More: the full row for Ravenstone Capital Management Inc. 775 $65.1K 0.03% 0 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 764 $64.1K <0.01% +18 13F-HR Timeline Copia Wealth Management More: the full row for Copia Wealth Management 755 $63.3K 0.05% 0 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 750 $62.9K 0.01% +150 13F-HR Timeline Concord Wealth Partners in group Concord Wealth Partners More: the full row for Concord Wealth Partners 747 $62.6K 0.01% -636 13F-HR Timeline Group Tacita Capital Inc More: the full row for Tacita Capital Inc 700 $58.8K 0.04% 0 13F-HR Timeline Skylands Capital, LLC More: the full row for Skylands Capital, LLC 700 $58.7K 0.01% -3,200 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 698 $58.5K <0.01% +92 13F-HR Timeline Group SENTRY INVESTMENT MANAGEMENT LLC More: the full row for SENTRY INVESTMENT MANAGEMENT LLC 651 $56K 0.04% -4,916 13F-HR Timeline DAGCO, INC. More: the full row for DAGCO, INC. 641 $53.7K 0.01% -20 13F-HR Timeline TOBAM More: the full row for TOBAM 450 $53K 0.02% +358 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 601 $50.8K <0.01% +526 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 600 $50.3K <0.01% new 13F-HR Timeline LSV ASSET MANAGEMENT More: the full row for LSV ASSET MANAGEMENT 600 $50K <0.01% new 13F-HR Timeline Stonehage Fleming Financial Services Ho… in group Stonehage Fleming Financial S… More: the full row for Stonehage Fleming Financial Services Holdings Ltd 571 $47.9K <0.01% 0 13F-HR Timeline Group GAMMA Investing LLC More: the full row for GAMMA Investing LLC 564 $47.3K <0.01% +64 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 547 $45.9K <0.01% new 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 533 $44.7K <0.01% 0 13F-HR Timeline Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 500 $41.9K 0.01% 0 13F-HR Timeline Hurley Capital, LLC More: the full row for Hurley Capital, LLC 500 $41.9K 0.02% 0 13F-HR Timeline