UMB Bank, n.a. More: the full row for UMB Bank, n.a. 1,494 $700K 0.01% +34 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 1,494 $700K 0.04% -515 13F-HR Timeline IVC Wealth Advisors LLC More: the full row for IVC Wealth Advisors LLC 1,494 $700K 0.3% -10 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 1,486 $697K 0.04% +241 13F-HR Timeline HBW ADVISORY SERVICES LLC More: the full row for HBW ADVISORY SERVICES LLC 1,486 $697K 0.08% +165 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 1,484 $696K 0.12% +348 13F-HR Timeline STF Management LP More: the full row for STF Management LP 1,483 $695K 0.65% -2,021 13F-HR Timeline Van Hulzen Asset Management, LLC More: the full row for Van Hulzen Asset Management, LLC 1,482 $695K 0.05% +89 13F-HR Timeline TOWNSQUARE CAPITAL LLC More: the full row for TOWNSQUARE CAPITAL LLC 1,478 $693K 0.16% -182 13F-HR Timeline Cornerstone Planning, LLC More: the full row for Cornerstone Planning, LLC 1,477 $692K 0.16% 13F-HR Timeline Michael J. Porro & Co. Financial Adviso… More: the full row for Michael J. Porro & Co. Financial Advisors, Inc. 1,467 $688K 0.58% 13F-HR Timeline PRIVATE MANAGEMENT GROUP INC More: the full row for PRIVATE MANAGEMENT GROUP INC 1,454 $682K 0.02% 0 13F-HR Timeline McAdam, LLC More: the full row for McAdam, LLC 1,449 $679K 0.03% +63 13F-HR Timeline EdgeRock Capital LLC More: the full row for EdgeRock Capital LLC 1,448 $679K 0.18% -171 13F-HR Timeline Sound View Wealth Advisors Group, LLC More: the full row for Sound View Wealth Advisors Group, LLC 1,445 $677K 0.05% -3 13F-HR Timeline Argos Wealth Advisors, LLC More: the full row for Argos Wealth Advisors, LLC 1,430 $670K 0.18% 13F-HR Timeline ALPINE WOODS CAPITAL INVESTORS, LLC in group ALPINE WOODS CAPITAL INVESTOR… More: the full row for ALPINE WOODS CAPITAL INVESTORS, LLC 1,425 $668K 0.16% -70 13F-HR Timeline Group South Shore Capital Advisors More: the full row for South Shore Capital Advisors 1,420 $666K 0.49% 13F-HR Timeline Asset One Wealth Management LLC More: the full row for Asset One Wealth Management LLC 1,515 $665K 0.09% 13F-HR Timeline High Net Worth Advisory Group LLC More: the full row for High Net Worth Advisory Group LLC 1,418 $665K 0.15% -163 13F-HR Timeline Bell Bank More: the full row for Bell Bank 1,415 $663K 0.03% -904 13F-HR Timeline Principle Wealth Partners LLC More: the full row for Principle Wealth Partners LLC 1,415 $663K 0.04% +301 13F-HR Timeline Guardian Partners Inc. in group GUARDIAN CAPITAL LP More: the full row for Guardian Partners Inc. 1,600 $662K 0.05% new 13F-HR Timeline Group Fort Point Capital Partners LLC More: the full row for Fort Point Capital Partners LLC 1,453 $661K 0.08% +667 13F-HR Timeline FIRST COMMUNITY TRUST NA More: the full row for FIRST COMMUNITY TRUST NA 1,407 $660K 0.49% +272 13F-HR Timeline Third View Private Wealth, LLC More: the full row for Third View Private Wealth, LLC 1,405 $659K 0.09% 13F-HR Timeline Cherry Creek Investment Advisors, Inc. More: the full row for Cherry Creek Investment Advisors, Inc. 1,399 $656K 0.28% -77 13F-HR Timeline Capital Markets Trading UK LLP More: the full row for Capital Markets Trading UK LLP 1,390 $652K 0.79% +681 13F-HR/A Timeline GREAT LAKES ADVISORS, LLC More: the full row for GREAT LAKES ADVISORS, LLC 1,384 $649K 0.01% -74 13F-HR Timeline NICOLET BANKSHARES INC group of 2 filers holding More: the full row for NICOLET BANKSHARES INC 1,384 $647K +536 Timeline VERUS CAPITAL PARTNERS, LLC More: the full row for VERUS CAPITAL PARTNERS, LLC 1,366 $640K 0.04% +115 13F-HR/A Timeline FIRST FOUNDATION ADVISORS in group FIRST FOUNDATION ADVISORS More: the full row for FIRST FOUNDATION ADVISORS 1,360 $638K 0.02% -74 13F-HR Timeline Group ORRSTOWN FINANCIAL SERVICES INC More: the full row for ORRSTOWN FINANCIAL SERVICES INC 1,358 $637K 0.11% +201 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 1,353 $634K 0.04% -82 13F-HR Timeline West Family Investments, Inc. More: the full row for West Family Investments, Inc. 1,337 $627K 0.15% +10 13F-HR Timeline Millennium Capital Advisors, LLC More: the full row for Millennium Capital Advisors, LLC 1,332 $624K 0.37% +110 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 1,330 $623K 0.01% +164 13F-HR Timeline FLAGSHIP WEALTH ADVISORS, LLC More: the full row for FLAGSHIP WEALTH ADVISORS, LLC 1,327 $622K 0.18% +20 13F-HR Timeline TOCQUEVILLE ASSET MANAGEMENT L.P. in group TOCQUEVILLE ASSET MANAGEMENT … More: the full row for TOCQUEVILLE ASSET MANAGEMENT L.P. 1,322 $620K 0.01% -41,047 13F-HR Timeline Group INDEPENDENT INVESTORS INC More: the full row for INDEPENDENT INVESTORS INC 1,320 $619K 0.11% 0 13F-HR Timeline SNOWWATER INVESTMENT PARTNERS, LLC More: the full row for SNOWWATER INVESTMENT PARTNERS, LLC 1,318 $618K 0.57% 13F-HR Timeline CONNING INC. in group CONNING INC. More: the full row for CONNING INC. 1,317 $617K 0.02% +46 13F-HR Timeline Group Intellectus Partners, LLC More: the full row for Intellectus Partners, LLC 1,313 $615K 0.12% +175 13F-HR Timeline Seros Financial, LLC More: the full row for Seros Financial, LLC 1,312 $615K 0.36% -243 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 1,283 $614K 0.06% -37 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 1,304 $611K 0.13% +1 13F-HR Timeline Clearwave Capital, LLC More: the full row for Clearwave Capital, LLC 1,302 $610K 0.45% 13F-HR Timeline CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 1,298 $608K 0.07% +52 13F-HR Timeline Meadowbrook Advisors Group, LLC More: the full row for Meadowbrook Advisors Group, LLC 1,295 $607K 0.34% 13F-HR Timeline Fairscale Capital, LLC More: the full row for Fairscale Capital, LLC 1,288 $604K 0.4% +407 13F-HR Timeline Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 1,284 $602K 0.01% new 13F-HR Timeline Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 1,348 $601K 0.04% +111 13F-HR Timeline Numerai GP LLC More: the full row for Numerai GP LLC 1,282 $601K 0.07% +5 13F-HR Timeline Marshall & Sterling Wealth Advisors Inc. More: the full row for Marshall & Sterling Wealth Advisors Inc. 1,280 $600K 0.4% -30 13F-HR Timeline C2P Capital Advisory Group, LLC d.b.a. … More: the full row for C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 1,276 $598K 0.04% +47 13F-HR Timeline Iron Gate Global Advisors LLC More: the full row for Iron Gate Global Advisors LLC 1,274 $597K 0.06% +42 13F-HR Timeline Insight Advisors, LLC/ PA More: the full row for Insight Advisors, LLC/ PA 1,273 $597K 0.09% -104 13F-HR Timeline STANSBERRY ASSET MANAGEMENT, LLC More: the full row for STANSBERRY ASSET MANAGEMENT, LLC 1,272 $596K 0.06% 0 13F-HR Timeline Fire Capital Management LLC More: the full row for Fire Capital Management LLC 1,270 $595K 0.3% +31 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 1,268 $594K 0.03% 0 13F-HR Timeline Welch & Forbes LLC More: the full row for Welch & Forbes LLC 1,267 $594K 0.01% -14 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 1,266 $593K 0.03% +1,056 13F-HR Timeline Essex Financial Services, Inc. group of 2 filers holding More: the full row for Essex Financial Services, Inc. 1,263 $592K -432 Timeline SUMMIT WEALTH GROUP LLC / CO More: the full row for SUMMIT WEALTH GROUP LLC / CO 1,262 $592K 0.08% new 13F-HR Timeline Wealth Dimensions Group, Ltd. More: the full row for Wealth Dimensions Group, Ltd. 1,258 $590K 0.12% +24 13F-HR Timeline Davidson Kahn Capital Management, LLC More: the full row for Davidson Kahn Capital Management, LLC 1,257 $589K 0.31% +76 13F-HR Timeline GROUPAMA ASSET MANAGMENT More: the full row for GROUPAMA ASSET MANAGMENT 1,253 $587K 0.01% -112 13F-HR Timeline THOMPSON DAVIS & CO., INC. More: the full row for THOMPSON DAVIS & CO., INC. 1,250 $586K 0.35% 0 13F-HR Timeline SeaBridge Investment Advisors LLC More: the full row for SeaBridge Investment Advisors LLC 1,250 $586K 0.1% -15 13F-HR Timeline TRUST POINT INC. More: the full row for TRUST POINT INC. 1,247 $585K 0.05% -26 13F-HR Timeline Mascagni Wealth Management, Inc. More: the full row for Mascagni Wealth Management, Inc. 1,238 $580K 0.43% +52 13F-HR Timeline DDD Partners, LLC More: the full row for DDD Partners, LLC 1,237 $580K 0.04% -446 13F-HR Timeline Goldstein Advisors, LLC More: the full row for Goldstein Advisors, LLC 1,235 $579K 0.07% -9 13F-HR Timeline Sunpointe, LLC More: the full row for Sunpointe, LLC 1,234 $578K 0.19% -84 13F-HR Timeline Glenview Trust Co More: the full row for Glenview Trust Co 1,231 $577K 0.01% +179 13F-HR Timeline OV Management LLC More: the full row for OV Management LLC 1,227 $575K 0.5% -20 13F-HR Timeline L2 Asset Management, LLC More: the full row for L2 Asset Management, LLC 1,225 $574K 0.08% +92 13F-HR Timeline WESBANCO BANK INC More: the full row for WESBANCO BANK INC 1,224 $574K 0.02% +104 13F-HR Timeline TSG Advice Partners, LLC More: the full row for TSG Advice Partners, LLC 1,224 $574K 0.09% 13F-HR Timeline LGT Fund Management Co Ltd. More: the full row for LGT Fund Management Co Ltd. 1,200 $571K 0.05% -530 13F-HR Timeline CALTON & ASSOCIATES, INC. More: the full row for CALTON & ASSOCIATES, INC. 1,213 $569K 0.08% -46 13F-HR Timeline Jefferies Financial Group Inc. in group Jefferies Financial Group Inc. More: the full row for Jefferies Financial Group Inc. 1,212 $568K <0.01% -6,835 13F-HR Timeline Group LAUREL OAK WEALTH MANAGEMENT, LLC More: the full row for LAUREL OAK WEALTH MANAGEMENT, LLC 1,210 $567K 0.1% 13F-HR Timeline Empirical Finance, LLC More: the full row for Empirical Finance, LLC 1,207 $566K 0.03% +85 13F-HR Timeline SPIREPOINT PRIVATE CLIENT, LLC More: the full row for SPIREPOINT PRIVATE CLIENT, LLC 1,206 $565K 0.05% +199 13F-HR Timeline GUIDANCE CAPITAL, INC More: the full row for GUIDANCE CAPITAL, INC 1,239 $562K 0.14% +169 13F-HR Timeline Clarity Wealth Advisors, LLC More: the full row for Clarity Wealth Advisors, LLC 1,199 $562K 0.11% 0 13F-HR Timeline Sierra Capital LLC More: the full row for Sierra Capital LLC 1,196 $561K 0.06% 0 13F-HR Timeline JM2 Capital Inc. More: the full row for JM2 Capital Inc. 1,192 $559K 0.45% 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 1,191 $558K 0.31% 13F-HR Timeline Trueblood Wealth Management, LLC More: the full row for Trueblood Wealth Management, LLC 1,190 $558K 0.22% +189 13F-HR Timeline Curbstone Financial Management Corp More: the full row for Curbstone Financial Management Corp 1,188 $557K 0.11% +100 13F-HR Timeline TRUE Private Wealth Advisors More: the full row for TRUE Private Wealth Advisors 1,183 $555K 0.06% +61 13F-HR Timeline CAHABA WEALTH MANAGEMENT, INC. More: the full row for CAHABA WEALTH MANAGEMENT, INC. 1,180 $553K 0.04% +405 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 1,180 $553K 0.01% +43 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 1,176 $551K 0.07% +10 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 1,173 $550K 0.04% +52 13F-HR Timeline One Wealth Management Investment & Advi… More: the full row for One Wealth Management Investment & Advisory Services, LLC 1,171 $549K 0.6% +4 13F-HR Timeline CASCADE INVESTMENT GROUP, INC. More: the full row for CASCADE INVESTMENT GROUP, INC. 1,170 $548K 0.37% 0 13F-HR Timeline TRAPHAGEN INVESTMENT ADVISORS LLC More: the full row for TRAPHAGEN INVESTMENT ADVISORS LLC 1,169 $548K 0.05% -18 13F-HR Timeline Second Line Capital, LLC More: the full row for Second Line Capital, LLC 1,162 $545K 0.11% +66 13F-HR Timeline Shum Financial Group, Inc. More: the full row for Shum Financial Group, Inc. 1,162 $545K 0.39% +41 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 1,159 $543K 0.01% +14 13F-HR Timeline Symphony Financial, Ltd. Co. More: the full row for Symphony Financial, Ltd. Co. 1,142 $542K 0.07% -17 13F-HR Timeline Severin Investments, LLC More: the full row for Severin Investments, LLC 1,155 $541K 0.48% +54 13F-HR Timeline National Philanthropic Trust More: the full row for National Philanthropic Trust 1,153 $540K 0.01% new 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 1,150 $539K 0.03% +40 13F-HR Timeline Group Lord & Richards Wealth Management, LLC More: the full row for Lord & Richards Wealth Management, LLC 1,149 $539K 0.46% +122 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 1,138 $533K 0.03% -2,584 13F-HR Timeline INSPIRION WEALTH ADVISORS, LLC More: the full row for INSPIRION WEALTH ADVISORS, LLC 1,137 $533K 0.07% -51 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 1,134 $532K 0.38% +19 13F-HR Timeline Centurion Wealth Management LLC More: the full row for Centurion Wealth Management LLC 1,131 $530K 0.12% +35 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 1,298 $530K 0.15% -80 13F-HR Timeline Blueshift Asset Management, LLC More: the full row for Blueshift Asset Management, LLC 1,127 $528K 0.15% new 13F-HR Timeline RICHARDS, MERRILL & PETERSON, INC. More: the full row for RICHARDS, MERRILL & PETERSON, INC. 1,117 $524K 0.2% +25 13F-HR Timeline Bay Colony Advisory Group, Inc d/b/a Ba… More: the full row for Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 1,115 $523K 0.06% -169 13F-HR Timeline Green Ridge Wealth Planning LLC More: the full row for Green Ridge Wealth Planning LLC 1,114 $522K 0.27% 13F-HR Timeline J. Team Financial, Inc. More: the full row for J. Team Financial, Inc. 1,112 $521K 0.52% +536 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 1,111 $521K 0.01% +77 13F-HR Timeline SACKS & ASSOCIATES, LLC More: the full row for SACKS & ASSOCIATES, LLC 1,106 $518K 0.38% 13F-HR Timeline Westhampton Capital, LLC More: the full row for Westhampton Capital, LLC 1,104 $518K 0.24% -25 13F-HR Timeline PARAGON FINANCIAL PARTNERS, INC. More: the full row for PARAGON FINANCIAL PARTNERS, INC. 1,100 $516K 0.32% +100 13F-HR Timeline Aspetuck Financial Management LLC More: the full row for Aspetuck Financial Management LLC 1,100 $516K 0.35% -15 13F-HR Timeline IFC Advisors LLC More: the full row for IFC Advisors LLC 1,100 $516K 0.08% +87 13F-HR Timeline Madison Wealth Partners, Inc More: the full row for Madison Wealth Partners, Inc 1,099 $515K 0.09% +312 13F-HR Timeline Trilogy Capital Inc. More: the full row for Trilogy Capital Inc. 1,095 $513K 0.02% +141 13F-HR Timeline Guardian Asset Advisors, LLC More: the full row for Guardian Asset Advisors, LLC 1,091 $511K 0.27% +36 13F-HR Timeline Integrity Advisory Solutions, LLC More: the full row for Integrity Advisory Solutions, LLC 1,088 $510K 0.07% +310 13F-HR Timeline Morling Financial Advisors, LLC More: the full row for Morling Financial Advisors, LLC 1,085 $509K 0.16% 0 13F-HR Timeline Fortress Financial Solutions, LLC More: the full row for Fortress Financial Solutions, LLC 1,081 $507K 0.52% +67 13F-HR Timeline Arbor Wealth Management LLC\AZ More: the full row for Arbor Wealth Management LLC\AZ 1,081 $507K 0.39% 13F-HR Timeline ROMANO BROTHERS AND COMPANY More: the full row for ROMANO BROTHERS AND COMPANY 1,080 $506K 0.06% 0 13F-HR Timeline Cohen Investment Advisors LLC More: the full row for Cohen Investment Advisors LLC 1,079 $506K 0.23% 0 13F-HR Timeline Fusion Capital, LLC More: the full row for Fusion Capital, LLC 1,075 $504K 0.14% 0 13F-HR Timeline Custos Family Office, LLC More: the full row for Custos Family Office, LLC 1,070 $502K 0.34% 0 13F-HR Timeline DAVIS R M INC More: the full row for DAVIS R M INC 1,062 $498K 0.01% +32 13F-HR Timeline Hunting Hill Global Capital, LLC More: the full row for Hunting Hill Global Capital, LLC 1,059 $496K 0.49% -1,358 13F-HR Timeline REGATTA CAPITAL GROUP, LLC More: the full row for REGATTA CAPITAL GROUP, LLC 1,056 $495K 0.07% 0 13F-HR Timeline FOURPATH CAPITAL MANAGEMENT, LLC More: the full row for FOURPATH CAPITAL MANAGEMENT, LLC 1,052 $493K 0.07% -44 13F-HR Timeline Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 1,050 $492K 0.17% +10 13F-HR Timeline WESTPORT ASSET MANAGEMENT INC More: the full row for WESTPORT ASSET MANAGEMENT INC 1,000 $490K 0.2% 0 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 1,045 $490K 0.04% 13F-HR Timeline Emergent Wealth Advisors, LLC More: the full row for Emergent Wealth Advisors, LLC 1,045 $490K 0.28% +30 13F-HR Timeline CARLSON FINANCIAL, INC. More: the full row for CARLSON FINANCIAL, INC. 1,044 $489K 0.28% 13F-HR Timeline Coyle Financial Counsel LLC More: the full row for Coyle Financial Counsel LLC 1,044 $489K 0.1% 0 13F-HR Timeline Maridea Wealth Management LLC More: the full row for Maridea Wealth Management LLC 1,042 $488K 0.07% -284 13F-HR Timeline MJP ASSOCIATES INC /ADV More: the full row for MJP ASSOCIATES INC /ADV 1,041 $488K 0.06% -139 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 1,041 $488K 0.01% -8 13F-HR Timeline Worth Asset Management, LLC More: the full row for Worth Asset Management, LLC 1,038 $487K 0.21% new 13F-HR Timeline Sandbox Financial Partners, LLC More: the full row for Sandbox Financial Partners, LLC 1,022 $479K 0.13% +109 13F-HR Timeline Aspen Investment Management Inc More: the full row for Aspen Investment Management Inc 1,022 $479K 0.14% -15 13F-HR Timeline LVW Advisors, LLC More: the full row for LVW Advisors, LLC 1,018 $477K 0.05% +91 13F-HR Timeline Choate Investment Advisors More: the full row for Choate Investment Advisors 1,016 $476K 0.01% -2 13F-HR Timeline BRAVE ASSET MANAGEMENT INC More: the full row for BRAVE ASSET MANAGEMENT INC 1,014 $475K 0.11% +200 13F-HR Timeline RFG - Bristol Wealth Advisors, LLC More: the full row for RFG - Bristol Wealth Advisors, LLC 1,013 $475K 0.13% +138 13F-HR Timeline AVAII WEALTH MANAGEMENT, LLC More: the full row for AVAII WEALTH MANAGEMENT, LLC 1,008 $473K 0.17% -95 13F-HR Timeline Skyline Advisors, Inc. More: the full row for Skyline Advisors, Inc. 1,002 $470K 0.16% -16 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 1,002 $470K 0.05% +119 13F-HR Timeline Fayez Sarofim & Co in group Fayez Sarofim & Co More: the full row for Fayez Sarofim & Co 1,000 $469K <0.01% 0 13F-HR Timeline Group HARVEY CAPITAL MANAGEMENT INC More: the full row for HARVEY CAPITAL MANAGEMENT INC 1,000 $469K 0.1% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Canton Hathaway, LLC More: the full row for Canton Hathaway, LLC 1,000 $469K 0.09% 0 13F-HR Timeline Quantum Portfolio Management LLC More: the full row for Quantum Portfolio Management LLC 1,000 $469K 0.21% 0 13F-HR Timeline Compass Wealth Management, LLC/GA More: the full row for Compass Wealth Management, LLC/GA 1,000 $469K 0.19% 0 13F-HR Timeline Tailwinds Wealth, LLC More: the full row for Tailwinds Wealth, LLC 999 $468K 0.5% 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 996 $467K 0.13% -7 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 991 $465K 0.05% -7 13F-HR Timeline Harbour Wealth Management Group, Inc. More: the full row for Harbour Wealth Management Group, Inc. 991 $465K 0.36% 13F-HR Timeline Bell & Brown Wealth Advisors, LLC More: the full row for Bell & Brown Wealth Advisors, LLC 989 $464K 0.15% -100 13F-HR/A Timeline Alamea Verwaltungs GmbH More: the full row for Alamea Verwaltungs GmbH 1,045 $461K 0.31% +34 13F-HR Timeline O'ROURKE & COMPANY, Inc More: the full row for O'ROURKE & COMPANY, Inc 984 $461K 0.18% -25 13F-HR Timeline E&G Advisors, LLC More: the full row for E&G Advisors, LLC 980 $459K 0.1% -20 13F-HR Timeline Meridian Financial Advisors, LLC More: the full row for Meridian Financial Advisors, LLC 978 $458K 0.25% -4 13F-HR Timeline American Financial Advisors, LLC More: the full row for American Financial Advisors, LLC 975 $457K 0.06% 0 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 971 $455K 0.02% -14 13F-HR Timeline PRELUDE CAPITAL MANAGEMENT, LLC More: the full row for PRELUDE CAPITAL MANAGEMENT, LLC 970 $455K 0.03% -2,399 13F-HR Timeline Redhawk Wealth Advisors, Inc. More: the full row for Redhawk Wealth Advisors, Inc. 969 $454K 0.05% +18 13F-HR Timeline Summit Global Investments in group Summit Global Investments More: the full row for Summit Global Investments 966 $453K 0.03% new 13F-HR Timeline Group VEGA INVESTMENT SOLUTIONS More: the full row for VEGA INVESTMENT SOLUTIONS 960 $450K 0.07% 13F-HR Timeline Alta Advisers Ltd in group Alta Advisers Ltd More: the full row for Alta Advisers Ltd 958 $449K 0.16% -320 13F-HR Timeline Group FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 956 $448K 0.03% +2 13F-HR Timeline SmartHarvest Portfolios, LLC More: the full row for SmartHarvest Portfolios, LLC 956 $448K 0.16% 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 1,132 $448K 0.01% -231 13F-HR Timeline MASTERINVEST Kapitalanlage GmbH More: the full row for MASTERINVEST Kapitalanlage GmbH 941 $448K 0.04% 0 13F-HR Timeline KCM INVESTMENT ADVISORS LLC More: the full row for KCM INVESTMENT ADVISORS LLC 953 $447K 0.01% +172 13F-HR Timeline DeDora Capital, Inc. More: the full row for DeDora Capital, Inc. 952 $446K 0.11% -7 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 981 $445K 0.02% +810 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 946 $443K 0.04% 0 13F-HR Timeline COFG Advisors, LLC More: the full row for COFG Advisors, LLC 946 $443K 0.11% 13F-HR Timeline Ponta Wealth Partners, LLC More: the full row for Ponta Wealth Partners, LLC 944 $443K 0.41% 13F-HR Timeline Accredited Investors Inc. More: the full row for Accredited Investors Inc. 943 $442K 0.02% +383 13F-HR Timeline Diligent Investors, LLC More: the full row for Diligent Investors, LLC 940 $441K 0.11% +190 13F-HR Timeline SILVERCREST ASSET MANAGEMENT GROUP LLC More: the full row for SILVERCREST ASSET MANAGEMENT GROUP LLC 939 $440K <0.01% 0 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 935 $438K 0.02% +38 13F-HR Timeline Del-Sette Capital Management, LLC More: the full row for Del-Sette Capital Management, LLC 935 $438K 0.27% 0 13F-HR Timeline EVERPAR ADVISORS LLC More: the full row for EVERPAR ADVISORS LLC 935 $438K 0.16% -94 13F-HR Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 934 $438K <0.01% +18 13F-HR Timeline OneAscent Financial Services LLC in group OneAscent Financial Services … More: the full row for OneAscent Financial Services LLC 931 $436K 0.04% +146 13F-HR Timeline Group Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 930 $436K 0.03% +37 13F-HR Timeline Net Worth Advisory Group More: the full row for Net Worth Advisory Group 929 $435K 0.09% +117 13F-HR Timeline Rinkey Investments More: the full row for Rinkey Investments 928 $435K 0.11% -13 13F-HR Timeline