HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 2,077 $389K 0.01% -520 13F-HR/A Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 2,147 $388K 0.04% +24 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 2,034 $388K <0.01% +916 13F-HR Timeline Gratus Wealth Advisors, LLC More: the full row for Gratus Wealth Advisors, LLC 2,031 $387K 0.05% +17 13F-HR Timeline HOLDERNESS INVESTMENTS CO More: the full row for HOLDERNESS INVESTMENTS CO 2,000 $381K 0.08% 0 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 1,990 $379K 0.01% -115 13F-HR Timeline Laird Norton Wetherby Wealth Management… More: the full row for Laird Norton Wetherby Wealth Management, LLC 1,971 $376K 0.02% +133 13F-HR Timeline CNB Bank More: the full row for CNB Bank 1,964 $374K 0.16% -366 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 1,953 $372K 0.01% -1,453 13F-HR Timeline Silver Lake Advisory, LLC More: the full row for Silver Lake Advisory, LLC 1,943 $370K 0.15% +9 13F-HR Timeline BCS Private Wealth Management, Inc. More: the full row for BCS Private Wealth Management, Inc. 1,925 $367K 0.13% +195 13F-HR Timeline Greenspring Advisors, LLC More: the full row for Greenspring Advisors, LLC 1,918 $366K 0.06% 13F-HR Timeline S.A. Mason LLC More: the full row for S.A. Mason LLC 1,900 $362K 0.16% 0 13F-HR Timeline FIRST AMERICAN TRUST, FSB More: the full row for FIRST AMERICAN TRUST, FSB 1,897 $362K 0.03% +699 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 1,892 $361K <0.01% +435 13F-HR Timeline AXA Investment Managers S.A. More: the full row for AXA Investment Managers S.A. 1,881 $358K <0.01% 13F-HR Timeline NorthCrest Asset Manangement, LLC More: the full row for NorthCrest Asset Manangement, LLC 1,970 $358K 0.01% +24 13F-HR Timeline Commonwealth Financial Services, LLC More: the full row for Commonwealth Financial Services, LLC 1,876 $357K 0.06% -189 13F-HR Timeline O'Keefe Stevens Advisory, Inc. More: the full row for O'Keefe Stevens Advisory, Inc. 1,875 $357K 0.1% -625 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 1,867 $356K 0.02% -85 13F-HR Timeline HAGER INVESTMENT MANAGEMENT SERVICES, L… More: the full row for HAGER INVESTMENT MANAGEMENT SERVICES, LLC 1,851 $353K 0.19% -1 13F-HR Timeline FRANKLIN STREET ADVISORS INC /NC More: the full row for FRANKLIN STREET ADVISORS INC /NC 1,838 $350K 0.02% 0 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 1,836 $350K 0.02% +136 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 1,834 $350K 0.06% -66 13F-HR Timeline CI INVESTMENTS INC. in group CI INVESTMENTS INC. More: the full row for CI INVESTMENTS INC. 1,827 $348K <0.01% -967 13F-HR Timeline Group Motley Fool Asset Management LLC in group Motley Fool Asset Management … More: the full row for Motley Fool Asset Management LLC 1,821 $347K 0.01% +32 13F-HR Timeline Group SCHNIEDERS CAPITAL MANAGEMENT, LLC. More: the full row for SCHNIEDERS CAPITAL MANAGEMENT, LLC. 1,817 $346K 0.06% 13F-HR Timeline WASHINGTON CAPITAL MANAGEMENT, INC More: the full row for WASHINGTON CAPITAL MANAGEMENT, INC 1,805 $344K 0.25% -150 13F-HR Timeline Gryphon Financial Partners LLC More: the full row for Gryphon Financial Partners LLC 1,792 $341K 0.04% -52 13F-HR Timeline Evercore Wealth Management, LLC More: the full row for Evercore Wealth Management, LLC 1,786 $340K <0.01% -19 13F-HR Timeline AVALON CAPITAL MANAGEMENT More: the full row for AVALON CAPITAL MANAGEMENT 1,768 $337K 0.08% new 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 1,760 $335K 0.02% 0 13F-HR Timeline Lane Generational LLC More: the full row for Lane Generational LLC 1,742 $332K 0.28% 0 13F-HR Timeline Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 1,734 $330K 0.05% -65 13F-HR Timeline River Wealth Advisors LLC More: the full row for River Wealth Advisors LLC 1,723 $328K 0.04% +4 13F-HR Timeline NICOLET ADVISORY SERVICES, LLC in group NICOLET BANKSHARES INC More: the full row for NICOLET ADVISORY SERVICES, LLC 1,796 $327K 0.03% -1,048 13F-HR Timeline Group Ballast, Inc. More: the full row for Ballast, Inc. 1,712 $326K 0.08% 0 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 1,711 $326K <0.01% -101 13F-HR Timeline REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 1,704 $325K <0.01% +150 13F-HR/A Timeline Group GABELLI FUNDS LLC in group GAMCO Investors (Gabelli) More: the full row for GABELLI FUNDS LLC 1,700 $324K <0.01% +100 13F-HR Timeline Group ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 1,697 $324K 0.02% -1,387 13F-HR Timeline Severin Investments, LLC More: the full row for Severin Investments, LLC 1,695 $323K 0.29% +15 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 1,688 $322K <0.01% +18 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 1,688 $322K 0.02% +94 13F-HR Timeline Group Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 1,694 $317K 0.02% -256 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 1,644 $313K <0.01% -130 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 1,643 $313K <0.01% +121 13F-HR Timeline SUMMITRY LLC More: the full row for SUMMITRY LLC 1,640 $313K 0.01% new 13F-HR Timeline SWMG, LLC More: the full row for SWMG, LLC 1,700 $311K 0.09% new 13F-HR Timeline WASHINGTON TRUST Co More: the full row for WASHINGTON TRUST Co 1,634 $311K 0.01% new 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 1,634 $311K 0.11% -66 13F-HR Timeline Brevan Howard Capital Management LP in group Brevan Howard Capital Managem… More: the full row for Brevan Howard Capital Management LP 1,631 $311K <0.01% +471 13F-HR Timeline Group Mill Capital Management, LLC More: the full row for Mill Capital Management, LLC 1,620 $309K 0.02% 0 13F-HR Timeline Bayforest Capital Ltd More: the full row for Bayforest Capital Ltd 1,619 $309K 0.15% new 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 1,616 $308K 0.01% -77 13F-HR Timeline Tradewinds, LLC. More: the full row for Tradewinds, LLC. 1,608 $306K 0.07% new 13F-HR Timeline Sentry LLC More: the full row for Sentry LLC 1,600 $305K 0.08% 0 13F-HR Timeline Allegheny Financial Group More: the full row for Allegheny Financial Group 1,597 $304K 0.06% 0 13F-HR Timeline CITIZENS & NORTHERN CORP in group CITIZENS & NORTHERN CORP More: the full row for CITIZENS & NORTHERN CORP 1,574 $300K 0.07% -146 13F-HR Timeline Group Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 1,564 $298K 0.01% -19 13F-HR Timeline True North Advisors, LLC More: the full row for True North Advisors, LLC 1,554 $296K 0.05% +61 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 1,545 $295K <0.01% -1,419 13F-HR Timeline Group Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 1,536 $293K <0.01% +308 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 1,644 $292K 0.04% -29 13F-HR/A Timeline Turtle Creek Wealth Advisors, LLC More: the full row for Turtle Creek Wealth Advisors, LLC 1,531 $292K 0.03% +183 13F-HR Timeline EADS & HEALD WEALTH MANAGEMENT More: the full row for EADS & HEALD WEALTH MANAGEMENT 1,518 $289K 0.14% -45 13F-HR Timeline Kentucky Trust Co More: the full row for Kentucky Trust Co 1,506 $287K 0.16% 0 13F-HR Timeline Marex Group Ltd in group Marex Group Ltd More: the full row for Marex Group Ltd 1,500 $286K <0.01% 0 13F-HR Timeline Group PKO Investment Management Joint-Stock Co More: the full row for PKO Investment Management Joint-Stock Co 1,500 $286K 0.02% new 13F-HR Timeline Ransom Advisory, Ltd More: the full row for Ransom Advisory, Ltd 1,500 $286K 0.13% -200 13F-HR/A Timeline Empirical Financial Services, LLC d.b.a… More: the full row for Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 1,481 $282K 0.01% new 13F-HR Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 1,479 $282K <0.01% new 13F-HR Timeline Group EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 1,478 $282K 0.03% -21 13F-HR Timeline BRADLEY FOSTER & SARGENT INC/CT More: the full row for BRADLEY FOSTER & SARGENT INC/CT 1,478 $282K <0.01% -19 13F-HR Timeline Centurion Wealth Management LLC More: the full row for Centurion Wealth Management LLC 1,460 $278K 0.06% new 13F-HR Timeline Ironsides Asset Advisors, LLC More: the full row for Ironsides Asset Advisors, LLC 1,455 $277K 0.07% -35 13F-HR Timeline Pinnacle Financial Partners Inc More: the full row for Pinnacle Financial Partners Inc 1,449 $276K 0.01% -82 13F-HR Timeline PROFUND ADVISORS LLC More: the full row for PROFUND ADVISORS LLC 1,444 $275K 0.01% +21 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 1,440 $274K 0.01% +515 13F-HR Timeline CAMDEN NATIONAL BANK More: the full row for CAMDEN NATIONAL BANK 1,432 $273K 0.04% +209 13F-HR Timeline Dakota Community Bank & Trust NA More: the full row for Dakota Community Bank & Trust NA 1,422 $271K 1.07% -113 13F-HR Timeline Retirement Planning Co of New England, … More: the full row for Retirement Planning Co of New England, Inc. 1,406 $268K 0.11% +5 13F-HR Timeline WBH ADVISORY INC More: the full row for WBH ADVISORY INC 1,400 $267K 0.02% 0 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 1,400 $267K 0.06% 0 13F-HR Timeline Caisse de depot et placement du Quebec More: the full row for Caisse de depot et placement du Quebec 1,396 $266K <0.01% -29 13F-HR Timeline One Wealth Advisors, LLC More: the full row for One Wealth Advisors, LLC 1,388 $265K 0.03% +188 13F-HR Timeline Tema ETFs LLC More: the full row for Tema ETFs LLC 1,370 $261K 0.02% new 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 1,366 $260K 0.01% +26 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 1,363 $260K <0.01% new 13F-HR Timeline FUKOKU MUTUAL LIFE INSURANCE Co More: the full row for FUKOKU MUTUAL LIFE INSURANCE Co 1,339 $255K 0.02% 0 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 1,337 $255K <0.01% -254 13F-HR Timeline Polymer Capital Management (HK) LTD More: the full row for Polymer Capital Management (HK) LTD 1,331 $254K 0.04% new 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 1,328 $253K 0.01% new 13F-HR Timeline WFA of San Diego, LLC More: the full row for WFA of San Diego, LLC 1,324 $252K 0.17% 0 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 1,316 $251K 0.01% new 13F-HR Timeline Victrix Investment Advisors More: the full row for Victrix Investment Advisors 1,310 $250K 0.14% 0 13F-HR Timeline Westshore Wealth, LLC More: the full row for Westshore Wealth, LLC 1,302 $248K 0.08% -45 13F-HR Timeline CHECK CAPITAL MANAGEMENT INC/CA More: the full row for CHECK CAPITAL MANAGEMENT INC/CA 1,300 $248K 0.02% 0 13F-HR Timeline Hills Bank & Trust Co in group Hills Bank & Trust Co More: the full row for Hills Bank & Trust Co 1,299 $248K 0.01% -32 13F-HR Timeline Group Claret Asset Management Corp More: the full row for Claret Asset Management Corp 1,291 $246K 0.03% -18 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 1,286 $245K 0.01% -4 13F-HR Timeline Trust Asset Management LLC More: the full row for Trust Asset Management LLC 1,282 $244K 0.02% 0 13F-HR Timeline Zhang Financial LLC More: the full row for Zhang Financial LLC 1,278 $244K 0.01% -7 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 1,275 $243K <0.01% +55 13F-HR Timeline PATTON FUND MANAGEMENT, INC. More: the full row for PATTON FUND MANAGEMENT, INC. 1,267 $241K 0.04% 0 13F-HR Timeline Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 1,265 $241K 0.01% new 13F-HR Timeline Ascentis Independent Advisors in group Ascentis Wealth Management, L… More: the full row for Ascentis Independent Advisors 1,260 $240K 0.04% -73 13F-HR Timeline Group Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 1,257 $240K 0.03% -44 13F-HR Timeline Radnor Capital Management, LLC More: the full row for Radnor Capital Management, LLC 1,257 $240K 0.04% 0 13F-HR Timeline Howard Capital Management, LLC More: the full row for Howard Capital Management, LLC 1,257 $240K <0.01% new 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 1,256 $239K 0.02% -229 13F-HR Timeline SteelPeak Wealth, LLC More: the full row for SteelPeak Wealth, LLC 1,252 $239K 0.01% -13,705 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 1,300 $238K 0.01% -46 13F-HR Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 1,241 $237K <0.01% +96 13F-HR Timeline Group Biltmore Family Office, LLC More: the full row for Biltmore Family Office, LLC 1,239 $236K 0.03% 0 13F-HR Timeline Bryn Mawr Trust Advisors, LLC More: the full row for Bryn Mawr Trust Advisors, LLC 1,238 $236K 0.01% -738 13F-HR Timeline Old North State Trust, LLC More: the full row for Old North State Trust, LLC 1,224 $233K 0.14% new 13F-HR Timeline Ledyard National Bank More: the full row for Ledyard National Bank 1,221 $233K 0.02% -164 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 1,221 $233K 0.03% +978 13F-HR Timeline Inscription Capital, LLC More: the full row for Inscription Capital, LLC 1,219 $232K 0.03% -2,412 13F-HR Timeline CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 1,217 $232K 0.01% new 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 1,214 $231K 0.01% -30 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 1,211 $231K 0.02% new 13F-HR Timeline CAPE COD FIVE CENTS SAVINGS BANK More: the full row for CAPE COD FIVE CENTS SAVINGS BANK 1,480 $230K 0.02% 0 13F-HR Timeline Northern Financial Advisors Inc More: the full row for Northern Financial Advisors Inc 1,205 $230K 0.12% new 13F-HR Timeline PERKINS CAPITAL MANAGEMENT INC More: the full row for PERKINS CAPITAL MANAGEMENT INC 1,200 $229K 0.2% 0 13F-HR Timeline Baker Ellis Asset Management LLC More: the full row for Baker Ellis Asset Management LLC 1,200 $229K 0.03% 0 13F-HR Timeline Valley Brook Capital Group, Inc. More: the full row for Valley Brook Capital Group, Inc. 1,200 $229K 0.15% 0 13F-HR Timeline Wilson & Boucher Capital Management, LLC More: the full row for Wilson & Boucher Capital Management, LLC 1,200 $229K 0.15% 0 13F-HR Timeline Viewpoint Capital Management LLC More: the full row for Viewpoint Capital Management LLC 1,200 $229K 0.1% 0 13F-HR Timeline TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV More: the full row for TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV 1,198 $228K 0.08% 0 13F-HR Timeline Willis Johnson & Associates, Inc. More: the full row for Willis Johnson & Associates, Inc. 1,193 $227K 0.01% new 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 1,264 $227K <0.01% -294 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 1,179 $225K 0.02% +103 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 1,173 $224K 0.01% new 13F-HR Timeline LAKE STREET PRIVATE WEALTH, LLC More: the full row for LAKE STREET PRIVATE WEALTH, LLC 1,165 $222K 0.03% new 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 1,157 $221K 0.01% -16 13F-HR Timeline Interchange Capital Partners, LLC More: the full row for Interchange Capital Partners, LLC 1,157 $220K 0.04% new 13F-HR Timeline Fielder Capital Group LLC More: the full row for Fielder Capital Group LLC 1,140 $217K 0.05% new 13F-HR Timeline OneAscent Financial Services LLC in group OneAscent Financial Services … More: the full row for OneAscent Financial Services LLC 1,139 $217K 0.03% -196 13F-HR/A Timeline Group Traynor Capital Management, Inc. More: the full row for Traynor Capital Management, Inc. 1,139 $217K 0.01% new 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 1,135 $216K <0.01% -8,155 13F-HR Timeline Wescott Financial Advisory Group, LLC More: the full row for Wescott Financial Advisory Group, LLC 1,129 $215K 0.02% -3 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 1,123 $214K 0.01% -170 13F-HR Timeline Phillips Wealth Planners LLC More: the full row for Phillips Wealth Planners LLC 1,197 $214K 0.18% -30 13F-HR Timeline Creekmur Asset Management LLC More: the full row for Creekmur Asset Management LLC 1,119 $213K 0.04% -750 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 1,119 $213K <0.01% -1,314 13F-HR Timeline JOHN G ULLMAN & ASSOCIATES INC More: the full row for JOHN G ULLMAN & ASSOCIATES INC 1,114 $212K 0.03% 0 13F-HR Timeline KFG WEALTH MANAGEMENT, LLC More: the full row for KFG WEALTH MANAGEMENT, LLC 1,112 $212K 0.03% -3 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 1,111 $212K 0.01% new 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 1,105 $211K 0.03% new 13F-HR Timeline Group Wellington Shields Capital Management, … group of 2 filers holding More: the full row for Wellington Shields Capital Management, LLC 1,100 $210K new Timeline Quadcap Wealth Management, LLC More: the full row for Quadcap Wealth Management, LLC 1,095 $209K 0.02% -57 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 1,094 $208K 0.01% new 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 1,093 $208K 0.01% new 13F-HR Timeline Marble Harbor Investment Counsel, LLC More: the full row for Marble Harbor Investment Counsel, LLC 1,080 $206K 0.02% new 13F-HR Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 1,141 $206K 0.01% new 13F-HR Timeline Significant Wealth Partners LLC More: the full row for Significant Wealth Partners LLC 1,077 $205K 0.1% new 13F-HR Timeline Maridea Wealth Management LLC More: the full row for Maridea Wealth Management LLC 1,076 $205K 0.03% new 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 1,066 $203K 0.01% new 13F-HR Timeline OSSIAM More: the full row for OSSIAM 1,059 $202K <0.01% +61 13F-HR Timeline International Private Wealth Advisors L… More: the full row for International Private Wealth Advisors LLC 1,056 $201K 0.13% -96 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 1,054 $201K 0.04% +45 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 1,018 $193K 0.01% 0 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 1,059 $190K <0.01% 0 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 950 $181K 0.01% 0 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 950 $181K <0.01% +500 13F-HR Timeline Group Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 948 $181K 0.03% +1 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 943 $180K 0.01% -69 13F-HR Timeline Group Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 906 $171K 0.01% +234 13F-HR Timeline Livforsakringsbolaget Skandia, Omsesidi… More: the full row for Livforsakringsbolaget Skandia, Omsesidigt 889 $169K 0.01% -200 13F-HR Timeline WESTPAC BANKING CORP in group WESTPAC BANKING CORP More: the full row for WESTPAC BANKING CORP 861 $164K 0.01% -12 13F-HR/A Timeline Group Covestor Ltd More: the full row for Covestor Ltd 834 $159K 0.09% -368 13F-HR Timeline SIMPLEX TRADING, LLC More: the full row for SIMPLEX TRADING, LLC 811 $154K <0.01% new 13F-HR Timeline EDMOND DE ROTHSCHILD HOLDING S.A. in group EDMOND DE ROTHSCHILD HOLDING … More: the full row for EDMOND DE ROTHSCHILD HOLDING S.A. 762 $145K <0.01% +312 13F-HR Timeline Group HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 762 $145K <0.01% +293 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 730 $139K <0.01% -307 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 721 $129K 0.01% +703 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 657 $125K <0.01% -876 13F-HR/A Timeline SUMMIT SECURITIES GROUP LLC More: the full row for SUMMIT SECURITIES GROUP LLC 611 $116K 0.04% +536 13F-HR Timeline OPTIMUM INVESTMENT ADVISORS More: the full row for OPTIMUM INVESTMENT ADVISORS 600 $114K 0.05% 0 13F-HR Timeline Cypress Capital Management LLC (WY) More: the full row for Cypress Capital Management LLC (WY) 600 $114K 0.11% 0 13F-HR Timeline Curat Global, LLC More: the full row for Curat Global, LLC 600 $114K 0.11% 0 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 599 $114K 0.01% +50 13F-HR Timeline Group Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 590 $112K <0.01% 0 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 579 $110K <0.01% -555 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 576 $110K <0.01% +211 13F-HR Timeline Group CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 565 $108K <0.01% +326 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 553 $105K <0.01% 0 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 549 $105K 0.04% 0 13F-HR Timeline KELLEHER FINANCIAL ADVISORS More: the full row for KELLEHER FINANCIAL ADVISORS 540 $103K 0.03% new 13F-HR Timeline Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 536 $102K 0.01% -314 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 522 $99K 0.02% -232 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 518 $98.7K 0.01% 0 13F-HR Timeline OLD SECOND NATIONAL BANK OF AURORA More: the full row for OLD SECOND NATIONAL BANK OF AURORA 517 $98.5K 0.02% +67 13F-HR Timeline FEDERATED HERMES, INC. in group FEDERATED HERMES, INC. More: the full row for FEDERATED HERMES, INC. 478 $91.1K <0.01% new 13F-HR Timeline Group SENTRY INVESTMENT MANAGEMENT LLC More: the full row for SENTRY INVESTMENT MANAGEMENT LLC 462 $84K 0.06% +111 13F-HR Timeline North Capital, Inc. More: the full row for North Capital, Inc. 407 $77.6K 0.06% +1 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 400 $76.2K 0.01% 0 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 392 $74.7K 0.01% -3 13F-HR Timeline