Lionsbridge Wealth Management LLC More: the full row for Lionsbridge Wealth Management LLC 16,701 $2.2M 2.22% +134 13F-HR Timeline LYELL WEALTH MANAGEMENT, LP More: the full row for LYELL WEALTH MANAGEMENT, LP 16,686 $2.2M 0.16% -2,258 13F-HR Timeline Commonwealth Retirement Investments LLC More: the full row for Commonwealth Retirement Investments LLC 16,685 $2.2M 0.68% +772 13F-HR Timeline Cypress Capital Group in group Cypress Capital Group More: the full row for Cypress Capital Group 16,646 $2.2M 0.25% +873 13F-HR Timeline Group Wedmont Private Capital More: the full row for Wedmont Private Capital 17,473 $2.19M 0.07% +1,716 13F-HR Timeline TBH Global Asset Management, LLC More: the full row for TBH Global Asset Management, LLC 16,538 $2.18M 0.44% -9,123 13F-HR Timeline NAPLES GLOBAL ADVISORS, LLC More: the full row for NAPLES GLOBAL ADVISORS, LLC 16,537 $2.18M 0.16% -1,098 13F-HR Timeline Pavion Blue Capital, LLC More: the full row for Pavion Blue Capital, LLC 16,526 $2.18M 0.95% -271 13F-HR Timeline TOWNSQUARE CAPITAL LLC More: the full row for TOWNSQUARE CAPITAL LLC 16,485 $2.18M 0.49% +1,200 13F-HR Timeline Mraz, Amerine & Associates, Inc. More: the full row for Mraz, Amerine & Associates, Inc. 16,444 $2.17M 0.32% -11 13F-HR Timeline BRIDGES INVESTMENT MANAGEMENT INC More: the full row for BRIDGES INVESTMENT MANAGEMENT INC 16,423 $2.17M 0.03% -3,130 13F-HR Timeline Perpetual Ltd in group Perpetual Ltd More: the full row for Perpetual Ltd 16,321 $2.15M 0.03% -657 13F-HR Timeline Group Councilmark Asset Management, LLC More: the full row for Councilmark Asset Management, LLC 16,317 $2.15M 1.24% +20 13F-HR Timeline Accretive Wealth Partners, LLC More: the full row for Accretive Wealth Partners, LLC 16,314 $2.15M 0.61% +273 13F-HR Timeline YHB Investment Advisors, Inc. More: the full row for YHB Investment Advisors, Inc. 16,155 $2.13M 0.15% -812 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 16,062 $2.12M 0.06% +94 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 15,999 $2.11M 0.12% +798 13F-HR Timeline Aquatic Capital Management LLC More: the full row for Aquatic Capital Management LLC 15,954 $2.11M 0.06% -9,061 13F-HR Timeline Financial Sense Advisors, Inc. More: the full row for Financial Sense Advisors, Inc. 15,939 $2.1M 0.43% +105 13F-HR Timeline PRING TURNER CAPITAL GROUP INC More: the full row for PRING TURNER CAPITAL GROUP INC 22,425 $2.1M 1.26% 0 13F-HR Timeline FLPUTNAM INVESTMENT MANAGEMENT CO More: the full row for FLPUTNAM INVESTMENT MANAGEMENT CO 15,889 $2.1M 0.03% +1,343 13F-HR Timeline Constant Guidance Financial LLC More: the full row for Constant Guidance Financial LLC 15,835 $2.09M 1.45% new 13F-HR Timeline Dana Investment Advisors, Inc. More: the full row for Dana Investment Advisors, Inc. 15,764 $2.08M 0.06% -210 13F-HR Timeline Stegent Equity Advisors, Inc. More: the full row for Stegent Equity Advisors, Inc. 15,721 $2.08M 1.77% +11 13F-HR Timeline JEPPSON WEALTH MANAGEMENT, LLC More: the full row for JEPPSON WEALTH MANAGEMENT, LLC 15,704 $2.07M 0.65% -58 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 15,690 $2.07M 0.04% +3,955 13F-HR Timeline Quilter Plc in group Quilter Plc More: the full row for Quilter Plc 15,644 $2.07M 0.04% -960 13F-HR Timeline Group GREAT VALLEY ADVISOR GROUP, INC. in group GREAT VALLEY ADVISOR GROUP, I… More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 15,646 $2.06M 0.04% +1,509 13F-HR Timeline Group Register Financial Advisors LLC More: the full row for Register Financial Advisors LLC 15,609 $2.06M 0.76% +2,088 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 15,594 $2.06M 0.33% +294 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 15,589 $2.06M 0.06% +695 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 15,584 $2.06M 0.11% -936 13F-HR Timeline Plato Investment Management Ltd More: the full row for Plato Investment Management Ltd 15,511 $2.05M 0.14% -9,073 13F-HR Timeline Cascade Investment Advisors, Inc. More: the full row for Cascade Investment Advisors, Inc. 15,470 $2.04M 1.21% -245 13F-HR Timeline Connective Capital Management, LLC More: the full row for Connective Capital Management, LLC 15,396 $2.03M 1.68% new 13F-HR Timeline NLB Skladi, upravljanje premozenja, d.o… More: the full row for NLB Skladi, upravljanje premozenja, d.o.o. 15,382 $2.03M 0.1% +2,278 13F-HR Timeline QVR LLC More: the full row for QVR LLC 15,315 $2.02M 0.99% +12,502 13F-HR Timeline FAS Wealth Partners, Inc. More: the full row for FAS Wealth Partners, Inc. 15,288 $2.02M 0.13% -145 13F-HR Timeline RiverFront Investment Group, LLC More: the full row for RiverFront Investment Group, LLC 15,244 $2.01M 0.03% +7,556 13F-HR Timeline AIA Group Ltd in group AIA Group Ltd More: the full row for AIA Group Ltd 15,220 $2.01M 0.03% -13,640 13F-HR Timeline Group Synergy Asset Management, LLC in group Synergy Asset Management, LLC More: the full row for Synergy Asset Management, LLC 15,101 $1.99M 0.21% new 13F-HR Timeline Group SATURNA CAPITAL CORP More: the full row for SATURNA CAPITAL CORP 15,075 $1.99M 0.03% new 13F-HR Timeline Great Diamond Partners, LLC More: the full row for Great Diamond Partners, LLC 14,972 $1.98M 0.38% -214 13F-HR Timeline RM Financial Services, LLC More: the full row for RM Financial Services, LLC 14,917 $1.97M 1.7% -1,000 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 14,898 $1.97M 0.17% +427 13F-HR Timeline Group Graham Capital Management, L.P. More: the full row for Graham Capital Management, L.P. 14,851 $1.96M 0.07% new 13F-HR Timeline EPG Wealth Management LLC More: the full row for EPG Wealth Management LLC 14,840 $1.96M 0.53% +588 13F-HR Timeline HARRELL INVESTMENT PARTNERS, LLC More: the full row for HARRELL INVESTMENT PARTNERS, LLC 14,804 $1.95M 0.47% +6,166 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 14,789 $1.95M 0.07% +1,145 13F-HR Timeline HOME FEDERAL BANK OF TENNESSEE More: the full row for HOME FEDERAL BANK OF TENNESSEE 14,653 $1.93M 0.48% +1,295 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 15,045 $1.93M 0.03% -1,552 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 14,559 $1.92M 0.04% +1,214 13F-HR Timeline Phoenix Financial Ltd. in group Phoenix Financial Ltd. More: the full row for Phoenix Financial Ltd. 14,531 $1.92M 0.02% +171 13F-HR Timeline Group Avestar Capital, LLC More: the full row for Avestar Capital, LLC 14,523 $1.92M 0.13% +2,777 13F-HR Timeline Carnegie Investment Counsel More: the full row for Carnegie Investment Counsel 14,507 $1.91M 0.04% -2,681 13F-HR Timeline MOSAIC FINANCIAL GROUP, LLC More: the full row for MOSAIC FINANCIAL GROUP, LLC 14,407 $1.9M 1.35% -590 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 18,834 $1.9M 0.01% +5,658 13F-HR Timeline Group Curi Capital, LLC More: the full row for Curi Capital, LLC 14,350 $1.89M 0.03% +132 13F-HR Timeline COOKSON PEIRCE & CO INC More: the full row for COOKSON PEIRCE & CO INC 14,290 $1.89M 0.08% +4,503 13F-HR Timeline Gryphon Financial Partners LLC More: the full row for Gryphon Financial Partners LLC 14,261 $1.88M 0.2% -591 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 14,161 $1.87M 0.09% -2,163 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 14,137 $1.87M 0.1% +77 13F-HR Timeline Quadcap Wealth Management, LLC More: the full row for Quadcap Wealth Management, LLC 14,114 $1.86M 0.21% -164 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 14,056 $1.86M 0.12% +2,400 13F-HR Timeline INGALLS & SNYDER LLC More: the full row for INGALLS & SNYDER LLC 14,024 $1.85M 0.07% +50 13F-HR Timeline Thompson David Blair More: the full row for Thompson David Blair 14,017 $1.85M 1.06% new 13F-HR Timeline Lodestone Wealth Management LLC More: the full row for Lodestone Wealth Management LLC 13,976 $1.84M 0.73% +295 13F-HR/A Timeline Naviter Wealth, LLC More: the full row for Naviter Wealth, LLC 13,754 $1.82M 0.23% -2,390 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 13,728 $1.81M 0.1% -788 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 13,707 $1.81M 0.13% +297 13F-HR Timeline Retirement Planning Group, LLC More: the full row for Retirement Planning Group, LLC 13,693 $1.81M 0.06% -209 13F-HR Timeline CRUX WEALTH ADVISORS More: the full row for CRUX WEALTH ADVISORS 13,691 $1.81M 0.69% +126 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 13,635 $1.8M 0.06% +1,748 13F-HR Timeline INCEPTIONR LLC More: the full row for INCEPTIONR LLC 13,628 $1.8M 0.43% +533 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 15,725 $1.79M 0.04% -647 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 13,563 $1.79M 0.2% -67 13F-HR Timeline Parcion Private Wealth LLC More: the full row for Parcion Private Wealth LLC 13,561 $1.79M 0.11% +2 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 13,559 $1.79M 0.08% -401 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 13,551 $1.79M 0.06% +2,225 13F-HR Timeline Group Arrow Financial Corp in group Arrow Financial Corp More: the full row for Arrow Financial Corp 13,535 $1.79M 0.18% -1,190 13F-HR Timeline Group MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 13,514 $1.78M 0.04% -5,866 13F-HR Timeline Jackson Hole Capital Partners, LLC More: the full row for Jackson Hole Capital Partners, LLC 13,508 $1.78M 0.3% +1 13F-HR Timeline SUMITOMO LIFE INSURANCE CO More: the full row for SUMITOMO LIFE INSURANCE CO 13,475 $1.78M 0.04% +295 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 13,427 $1.77M 0.16% +1,451 13F-HR Timeline First National Bank of Hutchinson More: the full row for First National Bank of Hutchinson 13,413 $1.77M 1.13% +181 13F-HR Timeline Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 13,393 $1.77M 0.05% -142 13F-HR Timeline Maia Wealth LLC More: the full row for Maia Wealth LLC 13,394 $1.77M 0.3% +1,587 13F-HR Timeline Leisure Capital Management More: the full row for Leisure Capital Management 13,394 $1.77M 0.62% -949 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 13,387 $1.77M 0.14% +245 13F-HR Timeline Procyon Advisors, LLC More: the full row for Procyon Advisors, LLC 13,356 $1.76M 0.09% -692 13F-HR Timeline AA Financial Advisors, LLC More: the full row for AA Financial Advisors, LLC 13,254 $1.75M 0.25% +1,667 13F-HR Timeline Unique Wealth Strategies, LLC More: the full row for Unique Wealth Strategies, LLC 13,231 $1.75M 0.71% +5,253 13F-HR Timeline LOWE BROCKENBROUGH & CO INC More: the full row for LOWE BROCKENBROUGH & CO INC 13,210 $1.74M 0.09% -1 13F-HR Timeline Ruggaard & Associates LLC More: the full row for Ruggaard & Associates LLC 13,201 $1.74M 0.69% +493 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 13,198 $1.74M 0.11% +249 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 13,187 $1.74M 0.17% +379 13F-HR Timeline Montecito Bank & Trust More: the full row for Montecito Bank & Trust 13,171 $1.74M 0.29% -400 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 13,164 $1.74M 0.41% -1,227 13F-HR Timeline Athena Wealth Management, LLC More: the full row for Athena Wealth Management, LLC 13,064 $1.72M 1.41% +2,128 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 13,010 $1.72M 0.04% -6,968 13F-HR Timeline WENDELL DAVID ASSOCIATES INC More: the full row for WENDELL DAVID ASSOCIATES INC 12,991 $1.72M 0.19% 0 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 12,960 $1.71M 0.14% -404 13F-HR Timeline Hennion & Walsh Asset Management, Inc. More: the full row for Hennion & Walsh Asset Management, Inc. 12,915 $1.7M 0.06% +2,344 13F-HR Timeline EAGLE GLOBAL ADVISORS LLC More: the full row for EAGLE GLOBAL ADVISORS LLC 12,888 $1.7M 0.06% 0 13F-HR Timeline Zhang Financial LLC More: the full row for Zhang Financial LLC 12,874 $1.7M 0.06% new 13F-HR Timeline Azimuth Capital Investment Management L… More: the full row for Azimuth Capital Investment Management LLC 12,796 $1.69M 0.06% -400 13F-HR Timeline UNIVEST FINANCIAL Corp in group UNIVEST FINANCIAL Corp More: the full row for UNIVEST FINANCIAL Corp 12,766 $1.69M 0.09% +370 13F-HR Timeline Group River Wealth Advisors LLC More: the full row for River Wealth Advisors LLC 12,700 $1.68M 0.19% -3,200 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 12,672 $1.67M 0.11% +586 13F-HR Timeline CHATHAM CAPITAL GROUP, INC. More: the full row for CHATHAM CAPITAL GROUP, INC. 12,657 $1.67M 0.24% +3 13F-HR Timeline Balentine LLC More: the full row for Balentine LLC 12,637 $1.67M 0.07% -705 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 12,589 $1.66M 0.11% +1,074 13F-HR Timeline Palisade Asset Management, LLC More: the full row for Palisade Asset Management, LLC 12,571 $1.66M 0.17% -78 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 12,526 $1.65M 0.03% -562 13F-HR Timeline Group CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 12,483 $1.65M 0.06% +1,083 13F-HR Timeline LAZARI CAPITAL MANAGEMENT, INC. More: the full row for LAZARI CAPITAL MANAGEMENT, INC. 12,462 $1.64M 0.57% -230 13F-HR Timeline Vontobel Holding Ltd. in group Vontobel Holding Ltd. More: the full row for Vontobel Holding Ltd. 12,438 $1.64M 0.01% -6,075 13F-HR Timeline Group Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 12,369 $1.63M 0.02% -8,810 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 13,832 $1.63M 0.05% +4,445 13F-HR Timeline Krilogy Financial LLC More: the full row for Krilogy Financial LLC 13,331 $1.62M 0.05% -1,172 13F-HR Timeline Aspetuck Financial Management LLC More: the full row for Aspetuck Financial Management LLC 12,249 $1.62M 1.11% 0 13F-HR Timeline INVESTORS ASSET MANAGEMENT OF GEORGIA I… More: the full row for INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV 12,228 $1.61M 0.66% +403 13F-HR Timeline Portfolio Design Labs, LLC More: the full row for Portfolio Design Labs, LLC 12,127 $1.6M 0.28% -4,917 13F-HR Timeline Lummis Asset Management, LP More: the full row for Lummis Asset Management, LP 12,533 $1.6M 0.96% -125 13F-HR Timeline Circle Wealth Management, LLC More: the full row for Circle Wealth Management, LLC 12,094 $1.6M 0.02% -564 13F-HR Timeline Arista Wealth Management, LLC More: the full row for Arista Wealth Management, LLC 12,077 $1.59M 0.19% -2,640 13F-HR Timeline Malaga Cove Capital, LLC More: the full row for Malaga Cove Capital, LLC 12,054 $1.59M 0.57% -709 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 12,048 $1.59M 0.09% +2,083 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 12,047 $1.59M 0.09% -184 13F-HR Timeline Hardin Capital Partners, LLC More: the full row for Hardin Capital Partners, LLC 12,009 $1.59M 0.74% +1 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 11,980 $1.58M 0.01% +228 13F-HR Timeline Cordatus Wealth Management LLC More: the full row for Cordatus Wealth Management LLC 11,978 $1.58M 0.38% +7,626 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 11,962 $1.58M 0.02% +1,222 13F-HR Timeline Cerro Pacific Wealth Advisors LLC More: the full row for Cerro Pacific Wealth Advisors LLC 11,893 $1.57M 0.41% -290 13F-HR Timeline Mechanics Bank Trust Department More: the full row for Mechanics Bank Trust Department 11,865 $1.57M 0.22% -717 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 11,852 $1.56M 0.03% -4,014 13F-HR Timeline SCS Capital Management LLC More: the full row for SCS Capital Management LLC 11,848 $1.56M 0.02% -5,117 13F-HR Timeline DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 11,834 $1.56M 0.03% -270 13F-HR Timeline Eley Financial Management, Inc More: the full row for Eley Financial Management, Inc 11,829 $1.56M 0.56% +356 13F-HR/A Timeline CNB Bank More: the full row for CNB Bank 11,822 $1.56M 0.66% -42 13F-HR Timeline GUYASUTA INVESTMENT ADVISORS INC More: the full row for GUYASUTA INVESTMENT ADVISORS INC 11,817 $1.56M 0.09% -194 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 11,792 $1.56M 0.1% -248 13F-HR Timeline POTOMAC FUND MANAGEMENT INC /ADV More: the full row for POTOMAC FUND MANAGEMENT INC /ADV 11,763 $1.55M 0.05% +319 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 11,743 $1.55M 0.24% -363 13F-HR Timeline Group Huntleigh Advisors, Inc. More: the full row for Huntleigh Advisors, Inc. 11,739 $1.55M 0.26% +61 13F-HR Timeline Generali Investments, Management Co LLC More: the full row for Generali Investments, Management Co LLC 11,716 $1.55M 0.36% +3,755 13F-HR Timeline HARBOUR INVESTMENT MANAGEMENT LLC More: the full row for HARBOUR INVESTMENT MANAGEMENT LLC 11,715 $1.55M 0.84% -910 13F-HR Timeline PCM Encore, LLC More: the full row for PCM Encore, LLC 11,700 $1.54M 0.32% +334 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 11,687 $1.54M 0.14% -5,632 13F-HR Timeline Group CHELSEA COUNSEL CO More: the full row for CHELSEA COUNSEL CO 11,680 $1.54M 0.69% 0 13F-HR/A Timeline Brown Financial Advisors More: the full row for Brown Financial Advisors 11,644 $1.54M 0.58% -2,595 13F-HR Timeline ALERUS FINANCIAL NA More: the full row for ALERUS FINANCIAL NA 11,596 $1.53M 0.08% +10,069 13F-HR Timeline Welch Group, LLC More: the full row for Welch Group, LLC 11,538 $1.52M 0.06% -125 13F-HR Timeline EQUITABLE TRUST CO More: the full row for EQUITABLE TRUST CO 11,522 $1.52M 0.07% +981 13F-HR Timeline Prudent Man Advisors, LLC More: the full row for Prudent Man Advisors, LLC 11,507 $1.52M 0.45% +4,288 13F-HR Timeline PARADIGM ASSET MANAGEMENT CO LLC More: the full row for PARADIGM ASSET MANAGEMENT CO LLC 11,500 $1.52M 0.36% 0 13F-HR Timeline Triangle Securities Wealth Management More: the full row for Triangle Securities Wealth Management 11,489 $1.52M 0.34% -120 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 11,488 $1.52M 0.18% +1,095 13F-HR Timeline SEAMOUNT FINANCIAL GROUP INC More: the full row for SEAMOUNT FINANCIAL GROUP INC 11,486 $1.52M 0.68% +205 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 11,465 $1.51M 0.11% +2,707 13F-HR Timeline Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 11,462 $1.51M 0.06% -2,801 13F-HR Timeline Hamilton Capital, LLC More: the full row for Hamilton Capital, LLC 11,419 $1.51M 0.08% -865 13F-HR Timeline BEACON FINANCIAL GROUP More: the full row for BEACON FINANCIAL GROUP 11,407 $1.51M 0.15% +233 13F-HR Timeline CFO4Life Group, LLC More: the full row for CFO4Life Group, LLC 11,384 $1.5M 0.23% -87 13F-HR Timeline Highview Capital Management LLC/DE/ More: the full row for Highview Capital Management LLC/DE/ 11,381 $1.5M 0.55% new 13F-HR Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 11,359 $1.5M 0.02% +411 13F-HR Timeline Group RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 11,281 $1.49M 0.02% +4,563 13F-HR Timeline Community Bank, N.A. More: the full row for Community Bank, N.A. 11,253 $1.49M 0.18% -232 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 11,212 $1.48M 0.06% +8,240 13F-HR Timeline SHUFRO ROSE & CO LLC More: the full row for SHUFRO ROSE & CO LLC 11,200 $1.48M 0.1% -700 13F-HR Timeline ORLEANS CAPITAL MANAGEMENT CORP/LA More: the full row for ORLEANS CAPITAL MANAGEMENT CORP/LA 11,175 $1.48M 1% -7,040 13F-HR Timeline Meriwether Wealth & Planning, LLC More: the full row for Meriwether Wealth & Planning, LLC 11,169 $1.47M 0.81% +224 13F-HR Timeline L2 Asset Management, LLC More: the full row for L2 Asset Management, LLC 11,112 $1.47M 0.14% +1,555 13F-HR Timeline Cordgrass Capital Advisors, LLC More: the full row for Cordgrass Capital Advisors, LLC 11,043 $1.46M 0.34% +291 13F-HR Timeline Keystone Financial Services More: the full row for Keystone Financial Services 11,000 $1.45M 0.43% +1,112 13F-HR Timeline 49 WEALTH MANAGEMENT, LLC More: the full row for 49 WEALTH MANAGEMENT, LLC 10,996 $1.45M 0.11% +671 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 10,992 $1.45M 0.14% -380 13F-HR Timeline Group Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 11,101 $1.45M 0.08% +117 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 10,921 $1.44M 0.13% +30 13F-HR Timeline Enhancing Capital LLC More: the full row for Enhancing Capital LLC 10,900 $1.44M 1.07% 0 13F-HR Timeline OneAscent Financial Services LLC group of 3 filers holding More: the full row for OneAscent Financial Services LLC 10,862 $1.43M +3,748 Timeline NEW ENGLAND ASSET MANAGEMENT INC More: the full row for NEW ENGLAND ASSET MANAGEMENT INC 10,806 $1.43M 0.18% -1,744 13F-HR Timeline WESTPAC BANKING CORP in group WESTPAC BANKING CORP More: the full row for WESTPAC BANKING CORP 10,797 $1.43M 0.1% -1,357 13F-HR Timeline Group NBT BANK, N.A. in group NBT BANK, N.A. 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