GUGGENHEIM CAPITAL LLC in group GUGGENHEIM CAPITAL LLC More: the full row for GUGGENHEIM CAPITAL LLC 2,451 $425K <0.01% -406 13F-HR Timeline Group Greenspring Advisors, LLC More: the full row for Greenspring Advisors, LLC 2,442 $424K 0.03% +524 13F-HR Timeline Aurdan Capital Management, LLC More: the full row for Aurdan Capital Management, LLC 2,437 $423K 0.13% -354 13F-HR Timeline OSSIAM More: the full row for OSSIAM 2,423 $420K 0.01% +1,364 13F-HR Timeline Lighthouse Investment Partners, LLC in group Lighthouse Investment Partner… More: the full row for Lighthouse Investment Partners, LLC 2,407 $418K 0.01% new 13F-HR Timeline Group TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 2,402 $417K 0.06% -3,951 13F-HR Timeline Genesee Capital Advisors, LLC More: the full row for Genesee Capital Advisors, LLC 2,386 $414K 0.17% +9 13F-HR Timeline Raab & Moskowitz Asset Management LLC More: the full row for Raab & Moskowitz Asset Management LLC 2,371 $411K 0.09% 0 13F-HR Timeline Connor, Clark & Lunn Investment Managem… More: the full row for Connor, Clark & Lunn Investment Management Ltd. 2,370 $411K <0.01% new 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 2,363 $410K 0.02% +666 13F-HR Timeline NEOS Investment Management LLC More: the full row for NEOS Investment Management LLC 2,362 $410K <0.01% +11 13F-HR Timeline FIRST WILSHIRE SECURITIES MANAGEMENT INC More: the full row for FIRST WILSHIRE SECURITIES MANAGEMENT INC 2,350 $408K 0.1% 0 13F-HR Timeline WATERS PARKERSON & CO., LLC More: the full row for WATERS PARKERSON & CO., LLC 2,350 $408K 0.02% 0 13F-HR Timeline OPTIMIZE FINANCIAL INC. More: the full row for OPTIMIZE FINANCIAL INC. 2,343 $407K 0.2% +32 13F-HR Timeline 111 Capital More: the full row for 111 Capital 2,343 $407K 0.09% new 13F-HR Timeline Meiji Yasuda Asset Management Co Ltd. in group Meiji Yasuda Life Insurance Co More: the full row for Meiji Yasuda Asset Management Co Ltd. 2,337 $406K 0.02% 0 13F-HR Timeline Group WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 2,306 $400K 0.04% 0 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 2,289 $397K <0.01% +255 13F-HR Timeline Legacy Capital Wealth Partners, LLC More: the full row for Legacy Capital Wealth Partners, LLC 2,289 $397K 0.09% -28 13F-HR Timeline Scientech Research LLC More: the full row for Scientech Research LLC 2,278 $395K 0.25% new 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 2,273 $394K 0.01% +28 13F-HR Timeline Thomasville National Bank More: the full row for Thomasville National Bank 2,270 $394K 0.02% 0 13F-HR Timeline Ironsides Asset Advisors, LLC More: the full row for Ironsides Asset Advisors, LLC 2,250 $390K 0.1% +795 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 2,228 $387K 0.01% new 13F-HR Timeline Keudell/Morrison Wealth Management More: the full row for Keudell/Morrison Wealth Management 2,196 $381K 0.08% 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 2,189 $380K 0.01% +199 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 2,188 $380K 0.01% +77 13F-HR Timeline CAPITAL INSIGHT PARTNERS, LLC More: the full row for CAPITAL INSIGHT PARTNERS, LLC 2,168 $377K 0.08% -146 13F-HR Timeline Jump Financial, LLC in group Jump Financial, LLC More: the full row for Jump Financial, LLC 2,125 $369K <0.01% -2,174 13F-HR Timeline Group Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 2,113 $367K 0.05% +892 13F-HR Timeline Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 2,099 $364K 0.01% +834 13F-HR Timeline STEVENS CAPITAL MANAGEMENT LP More: the full row for STEVENS CAPITAL MANAGEMENT LP 2,095 $364K 0.13% new 13F-HR Timeline Gratus Wealth Advisors, LLC More: the full row for Gratus Wealth Advisors, LLC 2,082 $361K 0.05% +51 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 2,081 $361K <0.01% -190 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 2,071 $359K <0.01% -586 13F-HR Timeline Lester Murray Antman dba SimplyRich More: the full row for Lester Murray Antman dba SimplyRich 2,066 $358K 0.09% -34 13F-HR Timeline Edgestream Partners, L.P. More: the full row for Edgestream Partners, L.P. 2,050 $356K 0.01% new 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 2,047 $355K <0.01% -763 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 1,842 $351K 0.01% -235 13F-HR Timeline BCS Private Wealth Management, Inc. More: the full row for BCS Private Wealth Management, Inc. 2,015 $350K 0.12% +90 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 2,012 $349K 0.02% -266 13F-HR Timeline HOLDERNESS INVESTMENTS CO More: the full row for HOLDERNESS INVESTMENTS CO 2,000 $347K 0.07% 0 13F-HR Timeline Cypress Capital Group in group Cypress Capital Group More: the full row for Cypress Capital Group 2,000 $347K 0.04% -48 13F-HR Timeline Group NorthCrest Asset Manangement, LLC More: the full row for NorthCrest Asset Manangement, LLC 1,995 $346K 0.01% +25 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 1,978 $343K 0.02% +142 13F-HR Timeline SUMMITRY LLC More: the full row for SUMMITRY LLC 1,974 $343K 0.01% +334 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 1,962 $340K -169 Timeline Silver Lake Advisory, LLC More: the full row for Silver Lake Advisory, LLC 1,951 $339K 0.13% +8 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 1,944 $337K 0.01% +1,214 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 1,939 $336K 0.01% +623 13F-HR Timeline JOHN G ULLMAN & ASSOCIATES INC More: the full row for JOHN G ULLMAN & ASSOCIATES INC 1,932 $335K 0.04% +818 13F-HR Timeline DRW Securities, LLC More: the full row for DRW Securities, LLC 1,928 $335K 0.03% new 13F-HR Timeline Kera Capital Partners, Inc. More: the full row for Kera Capital Partners, Inc. 1,780 $333K 0.04% new 13F-HR Timeline SWMG, LLC More: the full row for SWMG, LLC 1,730 $330K 0.09% +30 13F-HR Timeline S.A. Mason LLC More: the full row for S.A. Mason LLC 1,900 $330K 0.13% 0 13F-HR Timeline FIRST AMERICAN TRUST, FSB More: the full row for FIRST AMERICAN TRUST, FSB 1,897 $329K 0.02% 0 13F-HR Timeline Inscription Capital, LLC More: the full row for Inscription Capital, LLC 1,883 $327K 0.03% +664 13F-HR Timeline O'Keefe Stevens Advisory, Inc. More: the full row for O'Keefe Stevens Advisory, Inc. 1,875 $325K 0.08% 0 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 1,873 $325K 0.02% +6 13F-HR Timeline Optas, LLC More: the full row for Optas, LLC 1,847 $321K 0.05% new 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 1,839 $319K 0.06% +5 13F-HR Timeline FRANKLIN STREET ADVISORS INC /NC More: the full row for FRANKLIN STREET ADVISORS INC /NC 1,838 $319K 0.02% 0 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 1,836 $319K <0.01% +717 13F-HR Timeline Gryphon Financial Partners LLC More: the full row for Gryphon Financial Partners LLC 1,824 $317K 0.03% +32 13F-HR Timeline Advisory Advocates, LLC More: the full row for Advisory Advocates, LLC 1,821 $316K 0.31% 13F-HR Timeline SCHNIEDERS CAPITAL MANAGEMENT, LLC. More: the full row for SCHNIEDERS CAPITAL MANAGEMENT, LLC. 1,817 $315K 0.05% 0 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 1,816 $315K 0.01% +200 13F-HR Timeline PROFUND ADVISORS LLC More: the full row for PROFUND ADVISORS LLC 1,810 $314K 0.01% +366 13F-HR Timeline Commonwealth Financial Services, LLC More: the full row for Commonwealth Financial Services, LLC 1,808 $314K 0.05% -68 13F-HR Timeline LEVIN CAPITAL STRATEGIES, L.P. More: the full row for LEVIN CAPITAL STRATEGIES, L.P. 1,800 $312K 0.03% new 13F-HR Timeline Destination Wealth Management More: the full row for Destination Wealth Management 1,798 $312K 0.01% new 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 1,744 $311K 0.03% -403 13F-HR Timeline Evercore Wealth Management, LLC More: the full row for Evercore Wealth Management, LLC 1,786 $310K <0.01% 0 13F-HR Timeline HAGER INVESTMENT MANAGEMENT SERVICES, L… More: the full row for HAGER INVESTMENT MANAGEMENT SERVICES, LLC 1,782 $309K 0.17% -69 13F-HR Timeline WASHINGTON CAPITAL MANAGEMENT, INC More: the full row for WASHINGTON CAPITAL MANAGEMENT, INC 1,780 $309K 0.25% -25 13F-HR Timeline Motley Fool Asset Management LLC in group Motley Fool Asset Management … More: the full row for Motley Fool Asset Management LLC 1,772 $307K 0.01% -49 13F-HR Timeline Group iSAM Funds (UK) Ltd in group iSAM Funds (UK) Ltd More: the full row for iSAM Funds (UK) Ltd 1,768 $307K 0.11% -5,945 13F-HR Timeline Group J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 1,863 $306K 0.01% -608 13F-HR Timeline Colter Lewis Investment Partners LLC More: the full row for Colter Lewis Investment Partners LLC 1,751 $304K 0.35% 13F-HR Timeline Lane Generational LLC More: the full row for Lane Generational LLC 1,742 $302K 0.27% 0 13F-HR Timeline Interchange Capital Partners, LLC More: the full row for Interchange Capital Partners, LLC 1,742 $302K 0.06% +585 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 1,736 $301K 0.02% -24 13F-HR Timeline Merrithew & Thorsten Inc More: the full row for Merrithew & Thorsten Inc 1,732 $300K 0.32% 13F-HR Timeline River Wealth Advisors LLC More: the full row for River Wealth Advisors LLC 1,723 $299K 0.03% 0 13F-HR Timeline LMR Partners LLP in group LMR Partners LLP More: the full row for LMR Partners LLP 1,717 $298K <0.01% -2,733 13F-HR Timeline Group Ballast, Inc. More: the full row for Ballast, Inc. 1,712 $297K 0.07% 0 13F-HR Timeline REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 1,704 $296K <0.01% 0 13F-HR Timeline Group GABELLI FUNDS LLC in group GAMCO Investors (Gabelli) More: the full row for GABELLI FUNDS LLC 1,700 $295K <0.01% 0 13F-HR Timeline Group Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 1,698 $295K 0.02% +10 13F-HR Timeline Group Blue Trust, Inc. More: the full row for Blue Trust, Inc. 1,696 $294K <0.01% -15 13F-HR Timeline Balyasny Asset Management L.P. in group Balyasny Asset Management More: the full row for Balyasny Asset Management L.P. 1,695 $294K <0.01% -219,808 13F-HR Timeline Group Pinnacle Financial Partners, Inc. in group Pinnacle Financial Partners, … More: the full row for Pinnacle Financial Partners, Inc. 1,675 $291K <0.01% 13F-HR/A Timeline Group CNB Bank More: the full row for CNB Bank 1,672 $290K 0.12% -292 13F-HR Timeline PANAGORA ASSET MANAGEMENT INC More: the full row for PANAGORA ASSET MANAGEMENT INC 1,664 $289K <0.01% new 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 1,638 $284K <0.01% -6 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 1,624 $282K <0.01% -19 13F-HR Timeline Mill Capital Management, LLC More: the full row for Mill Capital Management, LLC 1,620 $281K 0.02% 0 13F-HR Timeline China Universal Asset Management Co., L… More: the full row for China Universal Asset Management Co., Ltd. 1,600 $278K 0.02% new 13F-HR Timeline Sentry LLC More: the full row for Sentry LLC 1,600 $278K 0.08% 0 13F-HR Timeline Allegheny Financial Group More: the full row for Allegheny Financial Group 1,597 $277K 0.04% 0 13F-HR Timeline True North Advisors, LLC More: the full row for True North Advisors, LLC 1,568 $272K 0.04% +14 13F-HR Timeline Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 1,567 $272K 0.04% -167 13F-HR Timeline OMERS ADMINISTRATION Corp More: the full row for OMERS ADMINISTRATION Corp 1,567 $272K <0.01% new 13F-HR Timeline Severin Investments, LLC More: the full row for Severin Investments, LLC 1,566 $272K 0.24% -129 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 1,559 $271K 0.02% +348 13F-HR Timeline Old North State Trust, LLC More: the full row for Old North State Trust, LLC 1,555 $270K 0.16% +331 13F-HR Timeline EADS & HEALD WEALTH MANAGEMENT More: the full row for EADS & HEALD WEALTH MANAGEMENT 1,553 $269K 0.13% +35 13F-HR Timeline CITIZENS & NORTHERN CORP in group CITIZENS & NORTHERN CORP More: the full row for CITIZENS & NORTHERN CORP 1,550 $269K 0.07% -24 13F-HR Timeline Group MOR Wealth Management, LLC More: the full row for MOR Wealth Management, LLC 1,536 $267K 0.12% 13F-HR Timeline DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 1,507 $262K <0.01% new 13F-HR Timeline Kentucky Trust Co More: the full row for Kentucky Trust Co 1,506 $261K 0.14% 0 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 1,505 $261K 0.01% -700 13F-HR Timeline Tradewinds, LLC. More: the full row for Tradewinds, LLC. 1,504 $261K 0.06% -104 13F-HR Timeline PKO Investment Management Joint-Stock Co More: the full row for PKO Investment Management Joint-Stock Co 1,500 $260K 0.02% 0 13F-HR Timeline NICOLET ADVISORY SERVICES, LLC in group NICOLET BANKSHARES INC More: the full row for NICOLET ADVISORY SERVICES, LLC 1,479 $260K 0.02% -317 13F-HR Timeline Group Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 1,499 $260K 0.03% new 13F-HR Timeline BRADLEY FOSTER & SARGENT INC/CT More: the full row for BRADLEY FOSTER & SARGENT INC/CT 1,478 $256K <0.01% 0 13F-HR Timeline Dakota Community Bank & Trust NA More: the full row for Dakota Community Bank & Trust NA 1,476 $256K 0.88% +54 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 1,473 $256K 0.01% new 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 1,465 $254K 0.01% -99 13F-HR Timeline Centurion Wealth Management LLC More: the full row for Centurion Wealth Management LLC 1,461 $254K 0.06% +1 13F-HR Timeline OXFORD ASSET MANAGEMENT LLP More: the full row for OXFORD ASSET MANAGEMENT LLP 1,456 $253K 0.09% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Turtle Creek Wealth Advisors, LLC More: the full row for Turtle Creek Wealth Advisors, LLC 1,452 $252K 0.02% -79 13F-HR Timeline CI INVESTMENTS INC. in group CI INVESTMENTS INC. More: the full row for CI INVESTMENTS INC. 1,429 $248K <0.01% -398 13F-HR Timeline Group Retirement Planning Co of New England, … More: the full row for Retirement Planning Co of New England, Inc. 1,411 $245K 0.1% +5 13F-HR Timeline AlphaGrep UK Ltd More: the full row for AlphaGrep UK Ltd 1,401 $243K 0.08% 13F-HR Timeline WBH ADVISORY INC More: the full row for WBH ADVISORY INC 1,400 $243K 0.02% 0 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 1,400 $243K 0.05% 0 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 1,393 $242K 0.08% -241 13F-HR Timeline CAMDEN NATIONAL BANK More: the full row for CAMDEN NATIONAL BANK 1,390 $241K 0.03% -42 13F-HR Timeline One Wealth Advisors, LLC More: the full row for One Wealth Advisors, LLC 1,388 $241K 0.03% 0 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 1,387 $241K <0.01% +50 13F-HR Timeline PharVision Advisers, LLC More: the full row for PharVision Advisers, LLC 1,386 $241K 0.12% new 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 1,366 $237K 0.01% 0 13F-HR Timeline Tema ETFs LLC More: the full row for Tema ETFs LLC 1,366 $237K 0.02% -4 13F-HR Timeline FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 1,363 $237K 0.01% new 13F-HR Timeline ARMISTICE CAPITAL, LLC More: the full row for ARMISTICE CAPITAL, LLC 1,351 $234K 0.01% new 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 1,346 $234K <0.01% +71 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 1,326 $230K 0.02% +70 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 WFA of San Diego, LLC More: the full row for WFA of San Diego, LLC 1,324 $230K 0.17% 0 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 1,318 $229K <0.01% +18 13F-HR Timeline Victrix Investment Advisors More: the full row for Victrix Investment Advisors 1,310 $227K 0.09% 0 13F-HR Timeline Zhang Financial LLC More: the full row for Zhang Financial LLC 1,309 $227K 0.01% +31 13F-HR Timeline Westshore Wealth, LLC More: the full row for Westshore Wealth, LLC 1,302 $226K 0.07% 0 13F-HR Timeline CHECK CAPITAL MANAGEMENT INC/CA More: the full row for CHECK CAPITAL MANAGEMENT INC/CA 1,300 $226K 0.01% 0 13F-HR Timeline WASHINGTON TRUST Co More: the full row for WASHINGTON TRUST Co 1,300 $226K 0.01% -334 13F-HR Timeline Hills Bank & Trust Co in group Hills Bank & Trust Co More: the full row for Hills Bank & Trust Co 1,294 $225K 0.01% -5 13F-HR Timeline Group Claret Asset Management Corp More: the full row for Claret Asset Management Corp 1,288 $223K 0.03% -3 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 1,283 $223K <0.01% -262 13F-HR Timeline Group GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 1,270 $220K 0.01% +97 13F-HR Timeline Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 1,269 $220K <0.01% new 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 1,265 $220K 0.02% -213 13F-HR Timeline Howard Capital Management, LLC More: the full row for Howard Capital Management, LLC 1,261 $219K <0.01% +4 13F-HR Timeline Radnor Capital Management, LLC More: the full row for Radnor Capital Management, LLC 1,257 $218K 0.03% 0 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 1,257 $218K 0.02% 0 13F-HR Timeline Xcelsior Advisor Partners LLC More: the full row for Xcelsior Advisor Partners LLC 1,253 $217K 0.11% 13F-HR Timeline Ascentis Independent Advisors in group Ascentis Wealth Management, L… More: the full row for Ascentis Independent Advisors 1,247 $216K 0.03% -13 13F-HR Timeline Group AVALON CAPITAL MANAGEMENT More: the full row for AVALON CAPITAL MANAGEMENT 1,244 $216K 0.05% -524 13F-HR Timeline Biltmore Family Office, LLC More: the full row for Biltmore Family Office, LLC 1,239 $215K 0.03% 0 13F-HR Timeline Trust Asset Management LLC More: the full row for Trust Asset Management LLC 1,238 $215K 0.01% -44 13F-HR Timeline Phillips Wealth Planners LLC More: the full row for Phillips Wealth Planners LLC 1,155 $213K 0.17% -42 13F-HR Timeline SteelPeak Wealth, LLC More: the full row for SteelPeak Wealth, LLC 1,229 $213K 0.01% -23 13F-HR Timeline ROCKLAND TRUST CO More: the full row for ROCKLAND TRUST CO 1,221 $212K 0.01% new 13F-HR Timeline PFG Private Wealth Management, LLC More: the full row for PFG Private Wealth Management, LLC 1,219 $212K 0.09% new 13F-HR Timeline Ledyard National Bank More: the full row for Ledyard National Bank 1,212 $210K 0.02% -9 13F-HR Timeline Bravera Wealth More: the full row for Bravera Wealth 1,206 $209K 0.1% 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 1,158 $209K <0.01% -106 13F-HR Timeline Baker Ellis Asset Management LLC More: the full row for Baker Ellis Asset Management LLC 1,200 $208K 0.03% 0 13F-HR Timeline Valley Brook Capital Group, Inc. More: the full row for Valley Brook Capital Group, Inc. 1,200 $208K 0.14% 0 13F-HR Timeline Wilson & Boucher Capital Management, LLC More: the full row for Wilson & Boucher Capital Management, LLC 1,200 $208K 0.14% 0 13F-HR Timeline Viewpoint Capital Management LLC More: the full row for Viewpoint Capital Management LLC 1,200 $208K 0.09% 0 13F-HR Timeline Willis Johnson & Associates, Inc. More: the full row for Willis Johnson & Associates, Inc. 1,200 $208K 0.01% +7 13F-HR Timeline TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV More: the full row for TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV 1,198 $208K 0.07% 0 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 1,181 $205K <0.01% -711 13F-HR Timeline LAKE STREET PRIVATE WEALTH, LLC More: the full row for LAKE STREET PRIVATE WEALTH, LLC 1,168 $203K 0.02% +3 13F-HR Timeline Fielder Capital Group LLC More: the full row for Fielder Capital Group LLC 1,168 $203K 0.04% +28 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 1,160 $201K 0.04% +870 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 1,158 $201K 0.11% +324 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 1,142 $200K 0.01% +236 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 1,054 $190K <0.01% -5 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 1,086 $188K 0.02% -93 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 1,068 $185K 0.03% 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 1,054 $183K 0.03% 0 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 1,020 $177K 0.01% -2,104 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 1,018 $176K 0.01% 0 13F-HR Timeline Ransom Advisory, Ltd More: the full row for Ransom Advisory, Ltd 1,012 $176K 0.07% -488 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 950 $165K 0.01% 0 13F-HR Timeline WINNACLE WEALTH LLC More: the full row for WINNACLE WEALTH LLC 944 $164K 0.12% -5,385 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 935 $162K <0.01% -15 13F-HR Timeline Group Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 928 $161K 0.03% -20 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 911 $158K 0.01% -32 13F-HR Timeline Group Livforsakringsbolaget Skandia, Omsesidi… More: the full row for Livforsakringsbolaget Skandia, Omsesidigt 889 $154K 0.01% 0 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 835 $145K <0.01% +73 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 719 $125K 0.01% -404 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 706 $123K <0.01% +130 13F-HR Timeline Group Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 703 $122K 0.01% -18 13F-HR Timeline Quarry LP More: the full row for Quarry LP 644 $112K 0.02% +365 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 634 $110K 0.01% +35 13F-HR Timeline Group Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 626 $109K 0.01% new 13F-HR Timeline