Legacy Wealth Asset Management, LLC More: the full row for Legacy Wealth Asset Management, LLC 16,707 $660K 0.14% -190 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 16,580 $655K 0.02% -2,443 13F-HR Timeline Ridgewood Investments LLC More: the full row for Ridgewood Investments LLC 16,424 $649K 0.24% -1,225 13F-HR Timeline Marex Group Ltd in group Marex Group Ltd More: the full row for Marex Group Ltd 16,090 $636K <0.01% +4,494 13F-HR Timeline Group BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 15,842 $626K <0.01% new 13F-HR Timeline denkapparat Operations GmbH More: the full row for denkapparat Operations GmbH 15,800 $625K 0.2% +7,100 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 15,571 $615K <0.01% -835 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 15,306 $605K 0.04% -553 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 15,056 $601K 0.09% -143 13F-HR Timeline PHILADELPHIA TRUST CO More: the full row for PHILADELPHIA TRUST CO 14,992 $592K 0.04% 0 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 14,844 $586K 0.01% +5,844 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 14,793 $584K 0.03% +786 13F-HR Timeline Qtron Investments LLC More: the full row for Qtron Investments LLC 14,690 $581K 0.08% -5,883 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 14,661 $579K <0.01% +3,050 13F-HR Timeline Group BEARING POINT CAPITAL, LLC More: the full row for BEARING POINT CAPITAL, LLC 14,422 $570K 0.08% 0 13F-HR Timeline Sivia Capital Partners, LLC More: the full row for Sivia Capital Partners, LLC 14,198 $561K 0.07% 0 13F-HR Timeline Souders Financial Advisors More: the full row for Souders Financial Advisors 13,878 $548K 0.06% -230 13F-HR Timeline Sage Investment Counsel LLC More: the full row for Sage Investment Counsel LLC 13,800 $545K 0.55% 0 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 13,642 $539K <0.01% -873 13F-HR Timeline Sharp Wealth Advisory, LLC More: the full row for Sharp Wealth Advisory, LLC 13,527 $534K 0.25% +1,011 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 13,433 $531K 0.01% -8,942 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 12,889 $509K <0.01% -8,269 13F-HR Timeline Bahl & Gaynor LLC More: the full row for Bahl & Gaynor LLC 12,810 $506K <0.01% +430 13F-HR Timeline SPROTT INC. More: the full row for SPROTT INC. 12,789 $505K 0.02% -14,685 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 12,623 $499K 0.29% -104 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 12,581 $497K 0.05% +7,063 13F-HR Timeline Ruggaard & Associates LLC More: the full row for Ruggaard & Associates LLC 12,567 $496K 0.18% +675 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 12,560 $496K 0.03% -1 13F-HR Timeline Banque Transatlantique SA in group Banque Transatlantique SA More: the full row for Banque Transatlantique SA 15,000 $495K 0.01% 0 13F-HR Timeline Group Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 12,445 $492K 0.04% 0 13F-HR Timeline Wallington Asset Management, LLC More: the full row for Wallington Asset Management, LLC 12,400 $490K 0.06% 0 13F-HR Timeline Balyasny Asset Management L.P. in group Balyasny Asset Management More: the full row for Balyasny Asset Management L.P. 12,364 $489K <0.01% -12,013 13F-HR Timeline Group Summit Global Investments in group Summit Global Investments More: the full row for Summit Global Investments 12,366 $488K 0.03% new 13F-HR Timeline Group CONNING INC. in group CONNING INC. More: the full row for CONNING INC. 12,016 $475K 0.01% 0 13F-HR Timeline Group Guinness Atkinson Asset Management Inc More: the full row for Guinness Atkinson Asset Management Inc 11,899 $470K 0.21% -584 13F-HR Timeline WELLINGTON-ALTUS USA INC. More: the full row for WELLINGTON-ALTUS USA INC. 8,539 $470K 0.33% -5,785 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 11,864 $469K 0.01% -186 13F-HR Timeline Harbour Capital Advisors, LLC More: the full row for Harbour Capital Advisors, LLC 11,195 $468K 0.09% -155 13F-HR Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 11,832 $467K 0.05% +1,556 13F-HR/A Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 11,581 $457K <0.01% +624 13F-HR Timeline Group SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 11,500 $454K 0.01% +400 13F-HR Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 10,231 $452K 0.03% +4,430 13F-HR Timeline CARY STREET PARTNERS ASSET MANAGEMENT L… group of 2 filers holding More: the full row for CARY STREET PARTNERS ASSET MANAGEMENT LLC 11,364 $449K -1,649 Timeline Stokes Capital Advisors, LLC More: the full row for Stokes Capital Advisors, LLC 11,360 $449K 0.1% +150 13F-HR Timeline Haven Private, LLC More: the full row for Haven Private, LLC 11,231 $444K 0.17% -2,043 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 11,223 $443K 0.04% -103 13F-HR Timeline Group Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 11,204 $443K <0.01% +1,007 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 11,080 $438K <0.01% -2,872 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 11,034 $436K 0.02% new 13F-HR Timeline Twin Tree Management, LP More: the full row for Twin Tree Management, LP 10,965 $433K 0.07% new 13F-HR Timeline Legacy Capital Group California, Inc. More: the full row for Legacy Capital Group California, Inc. 10,865 $429K 0.13% +145 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 10,854 $429K <0.01% +262 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 10,730 $424K 0.01% +1,490 13F-HR Timeline Brevan Howard Capital Management LP in group Brevan Howard Capital Managem… More: the full row for Brevan Howard Capital Management LP 10,544 $416K 0.01% new 13F-HR Timeline Group World Investment Advisors More: the full row for World Investment Advisors 9,143 $416K 0.01% -439 13F-HR Timeline EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 10,458 $413K <0.01% new 13F-HR/A Timeline Unified Investment Management More: the full row for Unified Investment Management 10,318 $408K 0.38% -142 13F-HR Timeline Walleye Capital LLC in group Walleye Capital LLC More: the full row for Walleye Capital LLC 10,293 $407K <0.01% +9,625 13F-HR Timeline Group MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 10,257 $405K 0.01% +579 13F-HR Timeline Curi Capital, LLC More: the full row for Curi Capital, LLC 9,993 $399K 0.01% new 13F-HR Timeline Dana Investment Advisors, Inc. More: the full row for Dana Investment Advisors, Inc. 10,078 $398K 0.01% +438 13F-HR Timeline LORING WOLCOTT & COOLIDGE FIDUCIARY ADV… More: the full row for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 10,000 $395K <0.01% 0 13F-HR Timeline Timelo Investment Management Inc. in group Timelo Investment Management … More: the full row for Timelo Investment Management Inc. 10,000 $395K 0.49% new 13F-HR Timeline Group GAM Holding AG in group GAM Holding AG More: the full row for GAM Holding AG 9,900 $392K 0.03% +1,000 13F-HR Timeline Group OpenArc Corporate Advisory, LLC More: the full row for OpenArc Corporate Advisory, LLC 9,901 $391K <0.01% -61 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 9,899 $391K <0.01% -3,867 13F-HR Timeline BEESE FULMER INVESTMENT MANAGEMENT, INC. More: the full row for BEESE FULMER INVESTMENT MANAGEMENT, INC. 9,830 $388K 0.02% +2,720 13F-HR Timeline FDx Advisors, Inc. More: the full row for FDx Advisors, Inc. 9,784 $386K 0.12% -271 13F-HR Timeline Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 9,495 $375K <0.01% -1,114 13F-HR Timeline Group Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 9,479 $374K 0.01% +309 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 9,444 $373K 0.01% -119 13F-HR Timeline Group Sather Financial Group Inc More: the full row for Sather Financial Group Inc 9,400 $371K 0.02% 0 13F-HR Timeline JACKSON SQUARE CAPITAL, LLC More: the full row for JACKSON SQUARE CAPITAL, LLC 9,323 $368K 0.05% -1,570 13F-HR Timeline VERUS CAPITAL PARTNERS, LLC More: the full row for VERUS CAPITAL PARTNERS, LLC 9,227 $364K 0.02% -255 13F-HR Timeline Cravens & Co Advisors, LLC More: the full row for Cravens & Co Advisors, LLC 9,099 $359K 0.24% -396 13F-HR Timeline Quantum Portfolio Management LLC More: the full row for Quantum Portfolio Management LLC 9,061 $358K 0.13% -672 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 9,030 $357K <0.01% +1,189 13F-HR Timeline Indivisible Partners More: the full row for Indivisible Partners 8,837 $349K 0.02% +857 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 8,826 $349K 0.01% -60 13F-HR Timeline Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 8,798 $348K 0.01% +5,772 13F-HR Timeline Group Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 8,737 $345K <0.01% -3,075 13F-HR Timeline Group Cardinal Capital Management, Inc. More: the full row for Cardinal Capital Management, Inc. 8,685 $343K 0.01% +3,920 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 8,664 $342K 0.03% -148 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 8,498 $336K 0.01% +1,313 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 8,402 $336K <0.01% +68 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 8,404 $333K 0.03% -188 13F-HR Timeline Group Sustainable Insight Capital Management,… More: the full row for Sustainable Insight Capital Management, LLC 8,342 $330K 0.14% -3,600 13F-HR Timeline Larry Mathis Financial Planning, LLC More: the full row for Larry Mathis Financial Planning, LLC 8,158 $322K 0.25% -279 13F-HR/A Timeline NAPLES GLOBAL ADVISORS, LLC More: the full row for NAPLES GLOBAL ADVISORS, LLC 8,064 $322K 0.02% 0 13F-HR Timeline FORTRESS PRIVATE LEDGER, LLC More: the full row for FORTRESS PRIVATE LEDGER, LLC 8,029 $317K 0.09% -170 13F-HR Timeline NLB Skladi, upravljanje premozenja, d.o… More: the full row for NLB Skladi, upravljanje premozenja, d.o.o. 8,000 $316K 0.01% -2,000 13F-HR Timeline Avant Capital LLC More: the full row for Avant Capital LLC 8,000 $316K 0.2% 0 13F-HR Timeline Manske Wealth Management More: the full row for Manske Wealth Management 7,993 $316K 0.08% 0 13F-HR Timeline Dynamic Technology Lab Private Ltd More: the full row for Dynamic Technology Lab Private Ltd 7,904 $312K 0.07% -35,564 13F-HR Timeline Welch & Forbes LLC More: the full row for Welch & Forbes LLC 7,796 $308K <0.01% +526 13F-HR Timeline Stokes Family Office, LLC More: the full row for Stokes Family Office, LLC 7,786 $308K 0.04% -1,129 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 7,768 $307K <0.01% -1,279 13F-HR Timeline Plancorp, LLC More: the full row for Plancorp, LLC 6,871 $296K 0.01% +87 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 7,484 $296K 0.02% +839 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 7,464 $295K <0.01% -1,091 13F-HR Timeline Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 7,447 $294K 0.04% +219 13F-HR Timeline DRW Securities, LLC More: the full row for DRW Securities, LLC 7,375 $291K 0.02% +2,859 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 7,337 $291K <0.01% +2,739 13F-HR Timeline UHLMANN PRICE SECURITIES, LLC More: the full row for UHLMANN PRICE SECURITIES, LLC 7,337 $290K 0.01% -16 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 7,335 $290K <0.01% 13F-HR Timeline NatWest Group plc in group NatWest Group plc More: the full row for NatWest Group plc 7,182 $284K 0.05% 0 13F-HR Timeline Group TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 7,180 $283K 0.08% -2,110 13F-HR Timeline Challenger Wealth Management More: the full row for Challenger Wealth Management 7,116 $281K 0.21% 0 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 7,092 $280K 0.01% +19 13F-HR Timeline QRG CAPITAL MANAGEMENT, INC. More: the full row for QRG CAPITAL MANAGEMENT, INC. 7,049 $278K <0.01% +1,460 13F-HR/A Timeline Summit Financial Wealth Advisors, LLC More: the full row for Summit Financial Wealth Advisors, LLC 7,025 $277K 0.04% -20 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 7,004 $277K 0.01% +727 13F-HR Timeline Coppell Advisory Solutions LLC More: the full row for Coppell Advisory Solutions LLC 134 $271K 0.03% new 13F-HR Timeline Nilsine Partners, LLC More: the full row for Nilsine Partners, LLC 6,662 $263K 0.02% 0 13F-HR Timeline Virtus Investment Advisers, LLC group of 2 filers holding More: the full row for Virtus Investment Advisers, LLC 6,049 $262K +780 Timeline Axxion S.A. More: the full row for Axxion S.A. 6,600 $261K 0.02% 13F-HR Timeline Knights of Columbus Asset Advisors LLC More: the full row for Knights of Columbus Asset Advisors LLC 6,599 $261K 0.01% -3,558 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 6,462 $255K <0.01% -127 13F-HR Timeline Uncommon Cents Investing LLC More: the full row for Uncommon Cents Investing LLC 6,430 $254K 0.06% 0 13F-HR Timeline Sequent Planning LLC More: the full row for Sequent Planning LLC 6,338 $250K 0.05% -42 13F-HR Timeline Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 5,360 $248K 0.01% +84 13F-HR Timeline Castleview Partners, LLC More: the full row for Castleview Partners, LLC 6,240 $246K 0.11% 0 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 6,211 $245K <0.01% +80 13F-HR Timeline MOSAIC FAMILY WEALTH PARTNERS, LLC More: the full row for MOSAIC FAMILY WEALTH PARTNERS, LLC 6,195 $245K 0.02% new 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 6,191 $245K <0.01% new 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 6,157 $243K 0.01% +5,865 13F-HR Timeline Group Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 6,134 $242K <0.01% +1,100 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 6,018 $238K <0.01% +391 13F-HR Timeline Plan Group Financial, LLC More: the full row for Plan Group Financial, LLC 6,000 $237K 0.05% -9,000 13F-HR Timeline PICKERING ENERGY PARTNERS LP More: the full row for PICKERING ENERGY PARTNERS LP 6,000 $237K 0.66% +4,000 13F-HR Timeline 44 WEALTH MANAGEMENT LLC More: the full row for 44 WEALTH MANAGEMENT LLC 5,999 $237K 0.08% -972 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 5,997 $237K <0.01% -2,026 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 5,904 $233K <0.01% +1,297 13F-HR Timeline Canopy Partners, LLC More: the full row for Canopy Partners, LLC 5,881 $232K 0.07% 0 13F-HR Timeline AlphaGrep UK Ltd More: the full row for AlphaGrep UK Ltd 5,841 $231K 0.07% new 13F-HR Timeline LCM Capital Management Inc More: the full row for LCM Capital Management Inc 5,792 $229K 0.1% +109 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 4,680 $228K <0.01% 0 13F-HR Timeline Group Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 5,726 $226K 0.02% +1,595 13F-HR Timeline Alpha Omega Wealth Management LLC More: the full row for Alpha Omega Wealth Management LLC 5,700 $225K 0.03% -37 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 5,641 $223K 0.01% -1,032 13F-HR Timeline Group OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 5,586 $221K <0.01% -1,460 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 5,491 $219K <0.01% -2,570 13F-HR Timeline Group Westover Capital Advisors, LLC More: the full row for Westover Capital Advisors, LLC 5,500 $217K 0.04% 0 13F-HR Timeline Cascade Financial Partners, LLC More: the full row for Cascade Financial Partners, LLC 5,400 $213K 0.02% -890 13F-HR Timeline ELEVATUS WELATH MANAGEMENT More: the full row for ELEVATUS WELATH MANAGEMENT 5,368 $212K 0.05% new 13F-HR Timeline THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 5,335 $210K 0.01% +124 13F-HR Timeline Tacita Capital Inc More: the full row for Tacita Capital Inc 5,297 $209K 0.11% -540 13F-HR Timeline Biltmore Family Office, LLC More: the full row for Biltmore Family Office, LLC 5,222 $209K 0.03% -1,679 13F-HR Timeline AA Financial Advisors, LLC More: the full row for AA Financial Advisors, LLC 5,249 $207K 0.02% -1,061 13F-HR Timeline RMR Capital Management, LLC More: the full row for RMR Capital Management, LLC 5,242 $207K 0.14% 0 13F-HR Timeline Whetstone Capital Advisors, LLC More: the full row for Whetstone Capital Advisors, LLC 5,201 $205K 0.05% 0 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 5,186 $205K 0.04% 0 13F-HR Timeline Fortis Capital Management LLC More: the full row for Fortis Capital Management LLC 5,126 $202K 0.02% -3 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 5,091 $201K 0.02% -1,942 13F-HR Timeline SITTNER & NELSON, LLC More: the full row for SITTNER & NELSON, LLC 5,081 $201K 0.06% +55 13F-HR Timeline Granite Group Advisors, LLC More: the full row for Granite Group Advisors, LLC 5,077 $201K 0.12% 0 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 4,639 $185K 0.08% 0 13F-HR Timeline WESTPAC BANKING CORP in group WESTPAC BANKING CORP More: the full row for WESTPAC BANKING CORP 4,509 $178K 0.01% -83 13F-HR Timeline Group Leonteq Securities AG More: the full row for Leonteq Securities AG 4,129 $176K 0.01% +2,855 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 4,300 $171K <0.01% 0 13F-HR Timeline FEDERATED HERMES, INC. in group FEDERATED HERMES, INC. More: the full row for FEDERATED HERMES, INC. 4,261 $169K <0.01% +817 13F-HR Timeline Group Measured Wealth Private Client Group, L… More: the full row for Measured Wealth Private Client Group, LLC 4,250 $168K 0.04% new 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 4,189 $165K <0.01% -32 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 3,892 $154K <0.01% -550 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 3,800 $152K 0.02% +200 13F-HR Timeline CoreFirst Bank & Trust More: the full row for CoreFirst Bank & Trust 3,840 $152K 0.08% -225 13F-HR Timeline Elequin Capital, LP More: the full row for Elequin Capital, LP 3,674 $145K <0.01% new 13F-HR Timeline Blume Capital Management, Inc. More: the full row for Blume Capital Management, Inc. 3,600 $142K 0.02% 0 13F-HR Timeline SG Americas Securities, LLC More: the full row for SG Americas Securities, LLC 2,497 $137K <0.01% new 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 3,335 $132K 0.01% +808 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 3,096 $122K <0.01% +1,334 13F-HR Timeline SPIRIT OF AMERICA MANAGEMENT CORP/NY More: the full row for SPIRIT OF AMERICA MANAGEMENT CORP/NY 3,000 $118K 0.02% -1,000 13F-HR Timeline Hoese & Co LLP More: the full row for Hoese & Co LLP 3,000 $118K 0.08% new 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 2,620 $103K <0.01% -190 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 2,359 $93.2K <0.01% -26 13F-HR Timeline Group WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 2,240 $88.5K 0.01% 0 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 2,202 $87K <0.01% +294 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 2,113 $83.1K <0.01% 0 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 2,000 $79K <0.01% 0 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 1,958 $77.3K <0.01% -37 13F-HR Timeline Group BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 1,928 $76.2K <0.01% +238 13F-HR Timeline Group Tower View Wealth Management LLC More: the full row for Tower View Wealth Management LLC 1,900 $75K 0.03% new 13F-HR Timeline Evelyn Partners Group Ltd in group Evelyn Partners Group Ltd More: the full row for Evelyn Partners Group Ltd 1,805 $71.4K <0.01% 13F-HR Timeline Group Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 1,759 $69.5K <0.01% 0 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 1,720 $67.9K 0.01% +487 13F-HR Timeline ADIRONDACK TRUST CO More: the full row for ADIRONDACK TRUST CO 1,681 $66.4K 0.02% -8 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 1,622 $64.1K 0.02% -481 13F-HR Timeline NISA INVESTMENT ADVISORS, LLC More: the full row for NISA INVESTMENT ADVISORS, LLC 1,550 $61.9K <0.01% +183 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 1,505 $59.5K <0.01% +400 13F-HR Timeline Estabrook Capital Management More: the full row for Estabrook Capital Management 1,500 $59.2K 0.01% new 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 1,455 $57.5K <0.01% -277 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 1,392 $55K <0.01% -34 13F-HR Timeline Group FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 1,277 $50.4K <0.01% +957 13F-HR Timeline DELTA ASSET MANAGEMENT LLC/TN More: the full row for DELTA ASSET MANAGEMENT LLC/TN 1,200 $47.4K <0.01% 0 13F-HR Timeline LOM Asset Management Ltd More: the full row for LOM Asset Management Ltd 800 $44.9K 0.01% -200 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 1,081 $42.7K <0.01% new 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 1,041 $41.1K 0.01% 0 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 1,000 $39.6K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. St. Johns Investment Management Company… More: the full row for St. Johns Investment Management Company, LLC 1,000 $39.5K 0.01% 0 13F-HR Timeline GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 954 $37.7K 0.01% 0 13F-HR Timeline