Sigma Planning Corp More: the full row for Sigma Planning Corp 18,806 $1.97M 0.06% -1,110 13F-HR Timeline FARMERS & MERCHANTS TRUST Co OF LONG BE… More: the full row for FARMERS & MERCHANTS TRUST Co OF LONG BEACH 18,798 $1.97M 0.5% -662 13F-HR Timeline SCS Capital Management LLC More: the full row for SCS Capital Management LLC 18,686 $1.96M 0.02% new 13F-HR/A Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 18,646 $1.96M 0.06% +1,776 13F-HR Timeline Group Empirical Financial Services, LLC d.b.a… More: the full row for Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 18,595 $1.95M 0.05% +5,628 13F-HR Timeline Parcion Private Wealth LLC More: the full row for Parcion Private Wealth LLC 18,536 $1.95M 0.16% +4,495 13F-HR Timeline Strengthening Families & Communities, L… More: the full row for Strengthening Families & Communities, LLC 18,418 $1.94M 1.19% +1,120 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 18,368 $1.93M 0.12% -5,803 13F-HR Timeline Group Amova Asset Management Americas, Inc. in group Amova Asset Management Americ… More: the full row for Amova Asset Management Americas, Inc. 18,176 $1.91M 0.02% +270 13F-HR Timeline Group Rossmore Private Capital More: the full row for Rossmore Private Capital 18,104 $1.9M 0.23% -417 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 18,060 $1.9M 0.16% +8,189 13F-HR/A Timeline Callan Family Office, LLC More: the full row for Callan Family Office, LLC 17,963 $1.89M 0.14% -3,323 13F-HR Timeline Dana Investment Advisors, Inc. More: the full row for Dana Investment Advisors, Inc. 17,959 $1.89M 0.07% -1,841 13F-HR Timeline DCM Advisors, LLC More: the full row for DCM Advisors, LLC 18,045 $1.88M 1.01% -1,400 13F-HR Timeline DANSKE BANK A/S More: the full row for DANSKE BANK A/S 17,843 $1.87M 0.01% -6 13F-HR Timeline FIRST AMERICAN BANK More: the full row for FIRST AMERICAN BANK 17,808 $1.87M 0.14% -32 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 17,715 $1.86M 0.06% -94 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 17,699 $1.86M 0.08% +13,465 13F-HR Timeline Group Pavion Blue Capital, LLC More: the full row for Pavion Blue Capital, LLC 17,594 $1.85M 0.88% 0 13F-HR Timeline DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 17,557 $1.84M 0.18% -7,930 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 17,465 $1.83M 0.09% -997 13F-HR Timeline Mach-1 Financial Group, LLC More: the full row for Mach-1 Financial Group, LLC 17,429 $1.83M 0.55% new 13F-HR Timeline HF Advisory Group, LLC More: the full row for HF Advisory Group, LLC 17,410 $1.83M 0.8% +1,094 13F-HR Timeline Harvest Portfolios Group Inc. More: the full row for Harvest Portfolios Group Inc. 17,383 $1.83M 0.05% +3,874 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 17,352 $1.82M 0.21% +269 13F-HR Timeline IMS Capital Management More: the full row for IMS Capital Management 17,316 $1.82M 0.92% +14,325 13F-HR Timeline Unison Advisors LLC More: the full row for Unison Advisors LLC 17,271 $1.81M 0.23% +126 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 17,154 $1.8M 0.01% -13,306 13F-HR Timeline ARGA Investment Management, LP More: the full row for ARGA Investment Management, LP 17,128 $1.8M 0.06% +4,362 13F-HR Timeline JAMISON PRIVATE WEALTH MANAGEMENT, INC. More: the full row for JAMISON PRIVATE WEALTH MANAGEMENT, INC. 17,112 $1.8M 0.27% -21 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 17,099 $1.8M 0.07% -16,134 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 17,098 $1.8M 0.09% -654 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 17,043 $1.79M 0.04% -446 13F-HR Timeline Community Bank & Trust, Waco, Texas More: the full row for Community Bank & Trust, Waco, Texas 17,001 $1.78M 0.42% +417 13F-HR Timeline Curated Wealth Partners LLC More: the full row for Curated Wealth Partners LLC 16,946 $1.78M 0.23% +1,579 13F-HR Timeline YHB Investment Advisors, Inc. More: the full row for YHB Investment Advisors, Inc. 16,943 $1.78M 0.15% -112 13F-HR Timeline 1832 Asset Management L.P. More: the full row for 1832 Asset Management L.P. 16,939 $1.78M <0.01% -3,043 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 16,939 $1.78M 0.03% -690 13F-HR Timeline Pinnacle Financial Partners Inc More: the full row for Pinnacle Financial Partners Inc 17,139 $1.77M 0.04% +654 13F-HR Timeline EVENTIDE ASSET MANAGEMENT, LLC More: the full row for EVENTIDE ASSET MANAGEMENT, LLC 17,004 $1.76M 0.04% new 13F-HR Timeline Heck Capital Advisors, LLC More: the full row for Heck Capital Advisors, LLC 16,735 $1.76M 0.2% 0 13F-HR Timeline Permanens Capital L.P. More: the full row for Permanens Capital L.P. 16,730 $1.76M 0.32% +4,838 13F-HR Timeline Brown Financial Advisors More: the full row for Brown Financial Advisors 16,730 $1.76M 0.72% +2,426 13F-HR Timeline PITCAIRN CO in group PITCAIRN CO More: the full row for PITCAIRN CO 16,627 $1.75M 0.11% +210 13F-HR Timeline Group Lionsbridge Wealth Management LLC More: the full row for Lionsbridge Wealth Management LLC 16,535 $1.74M 1.54% -2,974 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 16,515 $1.73M 0.05% -45 13F-HR Timeline JEPPSON WEALTH MANAGEMENT, LLC More: the full row for JEPPSON WEALTH MANAGEMENT, LLC 16,501 $1.73M 0.63% 0 13F-HR Timeline BRIDGES INVESTMENT MANAGEMENT INC More: the full row for BRIDGES INVESTMENT MANAGEMENT INC 16,495 $1.73M 0.02% +990 13F-HR Timeline NAPLES GLOBAL ADVISORS, LLC More: the full row for NAPLES GLOBAL ADVISORS, LLC 16,467 $1.73M 0.16% +565 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 16,459 $1.73M 0.05% -173 13F-HR Timeline Stegent Equity Advisors, Inc. More: the full row for Stegent Equity Advisors, Inc. 16,456 $1.73M 1.75% +1,897 13F-HR Timeline Vest Financial, LLC More: the full row for Vest Financial, LLC 16,418 $1.72M 0.03% +5,158 13F-HR Timeline Thrive Capital Management, LLC More: the full row for Thrive Capital Management, LLC 16,386 $1.72M 1.03% -7,707 13F-HR Timeline V-Square Quantitative Management LLC More: the full row for V-Square Quantitative Management LLC 16,371 $1.72M 0.25% -408 13F-HR Timeline Arete Wealth Advisors, LLC More: the full row for Arete Wealth Advisors, LLC 16,348 $1.72M 0.13% +848 13F-HR Timeline Mraz, Amerine & Associates, Inc. More: the full row for Mraz, Amerine & Associates, Inc. 16,668 $1.71M 0.29% -125 13F-HR/A Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 16,222 $1.7M 0.11% +418 13F-HR Timeline Cannell & Spears LLC More: the full row for Cannell & Spears LLC 16,178 $1.7M 0.04% +3,305 13F-HR Timeline Coppell Advisory Solutions LLC More: the full row for Coppell Advisory Solutions LLC 18,428 $1.69M 0.24% -3,950 13F-HR Timeline Intrua Financial, LLC More: the full row for Intrua Financial, LLC 16,091 $1.69M 0.26% +6 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 16,003 $1.68M 0.15% -18 13F-HR Timeline HARBOUR INVESTMENT MANAGEMENT LLC More: the full row for HARBOUR INVESTMENT MANAGEMENT LLC 15,935 $1.67M 0.76% -270 13F-HR Timeline Dynasty Wealth Management, LLC More: the full row for Dynasty Wealth Management, LLC 15,922 $1.67M 0.03% +1,758 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 15,922 $1.67M 0.05% +5,798 13F-HR Timeline Cypress Capital Group in group Cypress Capital Group More: the full row for Cypress Capital Group 15,886 $1.67M 0.22% +7 13F-HR Timeline Group Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 15,882 $1.67M 0.06% +648 13F-HR/A Timeline CSS LLC/IL More: the full row for CSS LLC/IL 15,851 $1.66M 0.12% -1,936 13F-HR Timeline Marion Wealth Management More: the full row for Marion Wealth Management 15,845 $1.66M 0.44% +2,280 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 19,149 $1.65M 0.08% +393 13F-HR Timeline Orange Investment Advisors, Inc. More: the full row for Orange Investment Advisors, Inc. 15,737 $1.65M 0.2% -2,310 13F-HR Timeline Register Financial Advisors LLC More: the full row for Register Financial Advisors LLC 15,659 $1.64M 0.86% -73 13F-HR Timeline Cascade Investment Advisors, Inc. More: the full row for Cascade Investment Advisors, Inc. 15,635 $1.64M 1.11% +500 13F-HR Timeline LOS ANGELES CAPITAL MANAGEMENT LLC More: the full row for LOS ANGELES CAPITAL MANAGEMENT LLC 15,596 $1.64M 0.01% 0 13F-HR Timeline SummitTX Capital, L.P. More: the full row for SummitTX Capital, L.P. 15,518 $1.63M 0.07% 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 15,517 $1.63M 0.14% +1,138 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 15,476 $1.63M 0.16% -316 13F-HR Timeline Arrow Financial Corp in group Arrow Financial Corp More: the full row for Arrow Financial Corp 15,427 $1.62M 0.18% -8 13F-HR Timeline Group PRECEDENT WEALTH PARTNERS, LLC More: the full row for PRECEDENT WEALTH PARTNERS, LLC 15,396 $1.62M 0.45% new 13F-HR Timeline HOWLAND CAPITAL MANAGEMENT LLC More: the full row for HOWLAND CAPITAL MANAGEMENT LLC 15,301 $1.61M 0.07% -96 13F-HR Timeline Quadcap Wealth Management, LLC More: the full row for Quadcap Wealth Management, LLC 15,278 $1.6M 0.23% -67 13F-HR Timeline Great Diamond Partners, LLC More: the full row for Great Diamond Partners, LLC 15,270 $1.6M 0.44% -972 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 15,215 $1.6M 0.11% +749 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 15,149 $1.59M 0.05% +2,379 13F-HR/A Timeline DELTA FINANCIAL ADVISORS LLC More: the full row for DELTA FINANCIAL ADVISORS LLC 15,104 $1.59M 0.6% +15 13F-HR Timeline Leisure Capital Management More: the full row for Leisure Capital Management 15,074 $1.58M 0.65% +462 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 15,041 $1.58M 0.16% +1,873 13F-HR Timeline Group SG Americas Securities, LLC More: the full row for SG Americas Securities, LLC 15,011 $1.58M 0.01% -28,639 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 14,989 $1.57M 0.11% +1,040 13F-HR Timeline MOSAIC FINANCIAL GROUP, LLC More: the full row for MOSAIC FINANCIAL GROUP, LLC 14,978 $1.57M 1.28% +6 13F-HR Timeline Mechanics Bank Trust Department More: the full row for Mechanics Bank Trust Department 14,953 $1.57M 0.21% -227 13F-HR Timeline Hartford Funds Management Co LLC More: the full row for Hartford Funds Management Co LLC 14,932 $1.57M 0.14% +3,166 13F-HR Timeline Connecticut Wealth Management, LLC More: the full row for Connecticut Wealth Management, LLC 14,856 $1.56M 0.08% -195 13F-HR Timeline Carnegie Investment Counsel More: the full row for Carnegie Investment Counsel 18,007 $1.56M 0.04% +902 13F-HR Timeline Parallax Volatility Advisers, L.P. More: the full row for Parallax Volatility Advisers, L.P. 14,843 $1.56M 0.05% +14,836 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 14,822 $1.56M 0.07% -10,271 13F-HR Timeline Group SHUFRO ROSE & CO LLC More: the full row for SHUFRO ROSE & CO LLC 14,811 $1.56M 0.12% +1,195 13F-HR Timeline Delta Global Management LP More: the full row for Delta Global Management LP 14,773 $1.55M 0.11% new 13F-HR Timeline KENNEDY INVESTMENT GROUP, INC. More: the full row for KENNEDY INVESTMENT GROUP, INC. 14,689 $1.54M 0.72% -275 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 14,669 $1.54M 0.16% +1,266 13F-HR Timeline Group Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 17,749 $1.53M 0.29% +2,413 13F-HR Timeline INGALLS & SNYDER LLC More: the full row for INGALLS & SNYDER LLC 14,567 $1.53M 0.05% -237 13F-HR Timeline Convergence Investment Partners, LLC More: the full row for Convergence Investment Partners, LLC 14,543 $1.53M 0.42% +11,615 13F-HR Timeline BEARING POINT CAPITAL, LLC More: the full row for BEARING POINT CAPITAL, LLC 14,518 $1.52M 0.32% +783 13F-HR Timeline FLPUTNAM INVESTMENT MANAGEMENT CO More: the full row for FLPUTNAM INVESTMENT MANAGEMENT CO 14,512 $1.52M 0.03% -5,935 13F-HR Timeline Platform Technology Partners More: the full row for Platform Technology Partners 14,480 $1.52M 0.44% +573 13F-HR Timeline Jackson Hole Capital Partners, LLC More: the full row for Jackson Hole Capital Partners, LLC 14,295 $1.5M 0.3% -638 13F-HR Timeline SUMITOMO LIFE INSURANCE CO More: the full row for SUMITOMO LIFE INSURANCE CO 14,279 $1.5M 0.05% -307 13F-HR Timeline LONGFELLOW INVESTMENT MANAGEMENT CO LLC More: the full row for LONGFELLOW INVESTMENT MANAGEMENT CO LLC 14,277 $1.5M 0.37% +2,075 13F-HR Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 14,233 $1.49M 0.02% +4,097 13F-HR Timeline Group Gryphon Financial Partners LLC More: the full row for Gryphon Financial Partners LLC 14,229 $1.49M 0.22% +572 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 14,214 $1.49M 0.11% -335 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 14,144 $1.49M 0.78% -965 13F-HR Timeline NFJ INVESTMENT GROUP, LLC More: the full row for NFJ INVESTMENT GROUP, LLC 14,055 $1.48M 0.05% +2,565 13F-HR Timeline Busey Bank More: the full row for Busey Bank 14,023 $1.47M 0.05% +36 13F-HR Timeline Cerro Pacific Wealth Advisors LLC More: the full row for Cerro Pacific Wealth Advisors LLC 14,802 $1.47M 0.48% -721 13F-HR Timeline Segment Wealth Management, LLC More: the full row for Segment Wealth Management, LLC 13,967 $1.47M 0.1% -402 13F-HR Timeline Montecito Bank & Trust More: the full row for Montecito Bank & Trust 13,936 $1.46M 0.26% +132 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 13,924 $1.46M 0.06% -3,204 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 13,911 $1.46M 0.03% +510 13F-HR Timeline Portside Wealth Group, LLC More: the full row for Portside Wealth Group, LLC 13,875 $1.46M 0.24% +1,361 13F-HR/A Timeline XTX Topco Ltd in group XTX Topco Ltd More: the full row for XTX Topco Ltd 13,853 $1.45M 0.07% new 13F-HR Timeline Group LOWE BROCKENBROUGH & CO INC More: the full row for LOWE BROCKENBROUGH & CO INC 13,852 $1.45M 0.1% +2,005 13F-HR Timeline Lodestone Wealth Management LLC More: the full row for Lodestone Wealth Management LLC 13,742 $1.44M 0.77% -815 13F-HR Timeline Turtle Creek Wealth Advisors, LLC More: the full row for Turtle Creek Wealth Advisors, LLC 13,738 $1.44M 0.22% new 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 13,735 $1.44M 0.15% -55 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 13,669 $1.44M 0.1% -285 13F-HR Timeline SHELL ASSET MANAGEMENT CO More: the full row for SHELL ASSET MANAGEMENT CO 13,667 $1.44M 0.07% -202 13F-HR Timeline HOERTKORN RICHARD CHARLES More: the full row for HOERTKORN RICHARD CHARLES 13,608 $1.43M 0.66% -400 13F-HR Timeline Azimuth Capital Investment Management L… More: the full row for Azimuth Capital Investment Management LLC 13,553 $1.42M 0.06% -915 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 13,485 $1.42M 0.15% -2 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 13,452 $1.41M 0.05% +1 13F-HR Timeline Linden Thomas Advisory Services, LLC More: the full row for Linden Thomas Advisory Services, LLC 13,384 $1.41M 0.18% +913 13F-HR Timeline Accretive Wealth Partners, LLC More: the full row for Accretive Wealth Partners, LLC 16,013 $1.4M 0.5% +1,718 13F-HR Timeline HOME FEDERAL BANK OF TENNESSEE More: the full row for HOME FEDERAL BANK OF TENNESSEE 13,358 $1.4M 0.42% 0 13F-HR Timeline Supplemental Annuity Collective Trust o… More: the full row for Supplemental Annuity Collective Trust of NJ 13,300 $1.4M 0.44% 0 13F-HR Timeline VIAWEALTH, LLC More: the full row for VIAWEALTH, LLC 13,296 $1.4M 0.86% +311 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 13,294 $1.4M <0.01% -2,246,580 13F-HR/A Timeline Group ADVISORY RESEARCH INC More: the full row for ADVISORY RESEARCH INC 13,236 $1.39M 0.25% +1,576 13F-HR Timeline Avestar Capital, LLC More: the full row for Avestar Capital, LLC 13,231 $1.39M 0.13% +1,008 13F-HR Timeline ISLAY CAPITAL MANAGEMENT, LLC More: the full row for ISLAY CAPITAL MANAGEMENT, LLC 13,217 $1.39M 0.94% -445 13F-HR Timeline EPG Wealth Management LLC More: the full row for EPG Wealth Management LLC 13,202 $1.39M 0.39% +816 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 13,176 $1.38M 0.04% +2,779 13F-HR Timeline Evercore Wealth Management, LLC More: the full row for Evercore Wealth Management, LLC 13,154 $1.38M 0.02% -466 13F-HR Timeline CHATHAM CAPITAL GROUP, INC. More: the full row for CHATHAM CAPITAL GROUP, INC. 13,137 $1.38M 0.23% +156 13F-HR Timeline Generali Investments, Management Co LLC More: the full row for Generali Investments, Management Co LLC 13,132 $1.38M 0.39% -11,547 13F-HR Timeline Nebula Research & Development LLC More: the full row for Nebula Research & Development LLC 13,093 $1.38M 0.13% +1,111 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 13,078 $1.37M 0.04% +442 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 13,049 $1.37M 0.26% -172 13F-HR Timeline Group FOSTER & MOTLEY INC More: the full row for FOSTER & MOTLEY INC 13,013 $1.37M 0.09% -1,137 13F-HR Timeline Ruggaard & Associates LLC More: the full row for Ruggaard & Associates LLC 12,962 $1.36M 0.6% +190 13F-HR Timeline EAGLE GLOBAL ADVISORS LLC More: the full row for EAGLE GLOBAL ADVISORS LLC 12,955 $1.36M 0.06% 0 13F-HR Timeline LAZARI CAPITAL MANAGEMENT, INC. More: the full row for LAZARI CAPITAL MANAGEMENT, INC. 12,947 $1.36M 0.56% -59 13F-HR Timeline WENDELL DAVID ASSOCIATES INC More: the full row for WENDELL DAVID ASSOCIATES INC 12,941 $1.36M 0.14% 0 13F-HR Timeline IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVA… More: the full row for IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVATE Ltd 13,200 $1.35M 0.84% 0 13F-HR Timeline INVESTORS ASSET MANAGEMENT OF GEORGIA I… More: the full row for INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV 12,799 $1.34M 0.68% -397 13F-HR Timeline Aspetuck Financial Management LLC More: the full row for Aspetuck Financial Management LLC 12,799 $1.34M 1.16% +700 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 12,766 $1.34M 0.05% -371 13F-HR Timeline GUYASUTA INVESTMENT ADVISORS INC More: the full row for GUYASUTA INVESTMENT ADVISORS INC 12,764 $1.34M 0.09% 0 13F-HR Timeline Community Bank of Raymore More: the full row for Community Bank of Raymore 12,745 $1.34M 1.08% -1,805 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 12,714 $1.34M 0.02% +3,859 13F-HR Timeline Group CLOUGH CAPITAL PARTNERS L P in group CLOUGH CAPITAL PARTNERS L P More: the full row for CLOUGH CAPITAL PARTNERS L P 12,609 $1.32M 0.17% new 13F-HR Timeline Group Palisade Asset Management, LLC More: the full row for Palisade Asset Management, LLC 12,604 $1.32M 0.14% -596 13F-HR Timeline Phoenix Financial Ltd. in group Phoenix Financial Ltd. More: the full row for Phoenix Financial Ltd. 12,549 $1.32M 0.02% +1,624 13F-HR Timeline Group Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 14,852 $1.32M 0.17% +6,498 13F-HR Timeline Trek Financial, LLC More: the full row for Trek Financial, LLC 12,567 $1.32M 0.1% -11 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 12,529 $1.32M 0.14% +587 13F-HR Timeline GRIMES & Co WEALTH MANAGEMENT, LLC More: the full row for GRIMES & Co WEALTH MANAGEMENT, LLC 12,529 $1.32M 0.04% +219 13F-HR Timeline XML Financial, LLC More: the full row for XML Financial, LLC 12,510 $1.31M 0.12% +1,529 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 12,400 $1.3M 0.04% +5,149 13F-HR Timeline Triangle Securities Wealth Management More: the full row for Triangle Securities Wealth Management 12,234 $1.28M 0.33% -275 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. FIRST NATIONAL BANK & TRUST CO OF NEWTO… More: the full row for FIRST NATIONAL BANK & TRUST CO OF NEWTOWN 12,220 $1.28M 0.27% -186 13F-HR Timeline Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 12,217 $1.28M 0.11% -315 13F-HR Timeline FSB PREMIER WEALTH MANAGEMENT, INC. More: the full row for FSB PREMIER WEALTH MANAGEMENT, INC. 12,211 $1.28M 0.5% +1,504 13F-HR Timeline Synergy Asset Management, LLC in group Synergy Asset Management, LLC More: the full row for Synergy Asset Management, LLC 12,194 $1.28M 0.16% +11,659 13F-HR Timeline Group DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 12,192 $1.28M 0.06% +539 13F-HR/A Timeline LVZ, Inc. More: the full row for LVZ, Inc. 12,183 $1.28M 0.17% +102 13F-HR Timeline CAPSTONE INVESTMENT ADVISORS, LLC in group CAPSTONE INVESTMENT ADVISORS,… More: the full row for CAPSTONE INVESTMENT ADVISORS, LLC 12,130 $1.27M 0.01% -33,314 13F-HR Timeline Group TODD ASSET MANAGEMENT LLC More: the full row for TODD ASSET MANAGEMENT LLC 12,125 $1.27M 0.03% 0 13F-HR Timeline Hardin Capital Partners, LLC More: the full row for Hardin Capital Partners, LLC 12,119 $1.27M 0.78% +1 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 12,103 $1.27M -789 Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 12,087 $1.27M 0.12% +100 13F-HR Timeline SEARLE & CO. More: the full row for SEARLE & CO. 12,080 $1.27M 0.36% 0 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 12,066 $1.27M 0.02% -109 13F-HR Timeline FAS Wealth Partners, Inc. More: the full row for FAS Wealth Partners, Inc. 12,042 $1.26M 0.1% +37 13F-HR Timeline NEW ENGLAND ASSET MANAGEMENT INC More: the full row for NEW ENGLAND ASSET MANAGEMENT INC 12,000 $1.26M 0.2% 0 13F-HR Timeline Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 11,980 $1.26M 0.02% +3,890 13F-HR Timeline CFO4Life Group, LLC More: the full row for CFO4Life Group, LLC 11,903 $1.25M 0.21% -338 13F-HR Timeline PARADIGM ASSET MANAGEMENT CO LLC More: the full row for PARADIGM ASSET MANAGEMENT CO LLC 11,900 $1.25M 0.33% 0 13F-HR Timeline Ausdal Financial Partners, Inc. 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