WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 2,221 $435K 0.05% -85 13F-HR Timeline Keudell/Morrison Wealth Management More: the full row for Keudell/Morrison Wealth Management 2,203 $432K 0.09% +7 13F-HR Timeline DRW Securities, LLC More: the full row for DRW Securities, LLC 2,175 $426K 0.02% +247 13F-HR Timeline Montecito Bank & Trust More: the full row for Montecito Bank & Trust 2,154 $422K 0.07% -320 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 2,128 $417K 0.01% +189 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 2,125 $416K 0.01% -577 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 2,116 $415K 0.02% -548 13F-HR Timeline Lester Murray Antman dba SimplyRich More: the full row for Lester Murray Antman dba SimplyRich 2,111 $413K 0.11% +45 13F-HR Timeline AlphaGrep UK Ltd More: the full row for AlphaGrep UK Ltd 2,106 $413K 0.12% +705 13F-HR Timeline Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 2,077 $407K 0.01% -2,766 13F-HR Timeline Group Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 2,062 $404K 0.03% +84 13F-HR Timeline GUGGENHEIM CAPITAL LLC in group GUGGENHEIM CAPITAL LLC More: the full row for GUGGENHEIM CAPITAL LLC 2,043 $400K <0.01% -408 13F-HR Timeline Group JOHN G ULLMAN & ASSOCIATES INC More: the full row for JOHN G ULLMAN & ASSOCIATES INC 2,032 $398K 0.05% +100 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 2,027 $397K 0.01% -161 13F-HR Timeline Gratus Wealth Advisors, LLC More: the full row for Gratus Wealth Advisors, LLC 2,012 $394K 0.06% -70 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 2,012 $394K 0.02% 0 13F-HR Timeline HOLDERNESS INVESTMENTS CO More: the full row for HOLDERNESS INVESTMENTS CO 2,000 $392K 0.08% 0 13F-HR Timeline CHILTON INVESTMENT CO INC. More: the full row for CHILTON INVESTMENT CO INC. 2,000 $392K 0.01% new 13F-HR Timeline Cypress Capital Group in group Cypress Capital Group More: the full row for Cypress Capital Group 2,000 $392K 0.04% 0 13F-HR Timeline Group BCS Private Wealth Management, Inc. More: the full row for BCS Private Wealth Management, Inc. 2,000 $392K 0.12% -15 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 1,987 $389K 0.01% new 13F-HR/A Timeline Commonwealth Financial Services, LLC More: the full row for Commonwealth Financial Services, LLC 1,980 $388K 0.06% +172 13F-HR Timeline E Fund Management Co., Ltd. More: the full row for E Fund Management Co., Ltd. 1,958 $384K 0.01% 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 1,951 $382K <0.01% +668 13F-HR Timeline Group FIRST AMERICAN TRUST, FSB More: the full row for FIRST AMERICAN TRUST, FSB 1,913 $375K 0.03% +16 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 1,911 $375K 0.01% +95 13F-HR Timeline Silver Lake Advisory, LLC More: the full row for Silver Lake Advisory, LLC 1,910 $374K 0.15% -41 13F-HR Timeline GABELLI FUNDS LLC in group GAMCO Investors (Gabelli) More: the full row for GABELLI FUNDS LLC 1,900 $372K <0.01% +200 13F-HR Timeline Group S.A. Mason LLC More: the full row for S.A. Mason LLC 1,900 $372K 0.14% 0 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 1,876 $368K <0.01% +1,170 13F-HR Timeline Group O'Keefe Stevens Advisory, Inc. More: the full row for O'Keefe Stevens Advisory, Inc. 1,875 $367K 0.09% 0 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 1,872 $367K <0.01% -1,993 13F-HR Timeline Old North State Trust, LLC More: the full row for Old North State Trust, LLC 1,853 $363K 0.22% +298 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 1,848 $362K 0.03% new 13F-HR Timeline Group Legacy Capital Wealth Partners, LLC More: the full row for Legacy Capital Wealth Partners, LLC 1,823 $357K 0.07% -466 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 1,823 $357K 0.02% -50 13F-HR Timeline SCHNIEDERS CAPITAL MANAGEMENT, LLC. More: the full row for SCHNIEDERS CAPITAL MANAGEMENT, LLC. 1,817 $356K 0.06% 0 13F-HR Timeline Gryphon Financial Partners LLC More: the full row for Gryphon Financial Partners LLC 1,813 $355K 0.04% -11 13F-HR Timeline Brevan Howard Capital Management LP in group Brevan Howard Capital Managem… More: the full row for Brevan Howard Capital Management LP 1,806 $354K <0.01% -10,118 13F-HR Timeline Group Inscription Capital, LLC More: the full row for Inscription Capital, LLC 1,801 $353K 0.04% -82 13F-HR Timeline Evercore Wealth Management, LLC More: the full row for Evercore Wealth Management, LLC 1,786 $350K 0.01% 0 13F-HR Timeline WASHINGTON CAPITAL MANAGEMENT, INC More: the full row for WASHINGTON CAPITAL MANAGEMENT, INC 1,780 $349K 0.29% 0 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 1,777 $348K 0.01% -451 13F-HR Timeline denkapparat Operations GmbH More: the full row for denkapparat Operations GmbH 1,774 $348K 0.14% new 13F-HR Timeline Banque Cantonale Vaudoise in group Banque Cantonale Vaudoise More: the full row for Banque Cantonale Vaudoise 1,762 $346K 0.01% -5,219 13F-HR Timeline Group Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 1,765 $346K 0.01% new 13F-HR Timeline Group Destination Wealth Management More: the full row for Destination Wealth Management 1,763 $346K 0.01% -35 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 1,758 $344K -204 Timeline Motley Fool Asset Management LLC in group Motley Fool Asset Management … More: the full row for Motley Fool Asset Management LLC 1,755 $344K 0.01% -17 13F-HR Timeline Group FIRST FINANCIAL BANK - TRUST DIVISION More: the full row for FIRST FINANCIAL BANK - TRUST DIVISION 1,753 $344K 0.03% -787 13F-HR Timeline Colter Lewis Investment Partners LLC More: the full row for Colter Lewis Investment Partners LLC 1,751 $343K 0.32% 0 13F-HR Timeline Lane Generational LLC More: the full row for Lane Generational LLC 1,742 $341K 0.27% 0 13F-HR Timeline Merrithew & Thorsten Inc More: the full row for Merrithew & Thorsten Inc 1,740 $341K 0.32% +8 13F-HR Timeline Advisory Advocates, LLC More: the full row for Advisory Advocates, LLC 1,725 $338K 0.35% -96 13F-HR Timeline Aurdan Capital Management, LLC More: the full row for Aurdan Capital Management, LLC 1,723 $338K 0.1% -714 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 1,718 $337K 0.02% -18 13F-HR Timeline Ballast, Inc. More: the full row for Ballast, Inc. 1,712 $336K 0.08% 0 13F-HR Timeline BOOTHBAY FUND MANAGEMENT, LLC More: the full row for BOOTHBAY FUND MANAGEMENT, LLC 1,705 $334K 0.01% -2,336 13F-HR Timeline REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 1,704 $334K <0.01% 0 13F-HR Timeline Group Optas, LLC More: the full row for Optas, LLC 1,704 $334K 0.05% -143 13F-HR Timeline SWMG, LLC More: the full row for SWMG, LLC 1,700 $333K 0.1% -30 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 1,699 $333K 0.01% +61 13F-HR Timeline DoubleLine ETF Adviser LP More: the full row for DoubleLine ETF Adviser LP 1,672 $328K 0.12% new 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 1,669 $327K <0.01% +45 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 1,668 $327K 0.03% -76 13F-HR Timeline TEACHER RETIREMENT SYSTEM OF TEXAS More: the full row for TEACHER RETIREMENT SYSTEM OF TEXAS 1,662 $326K <0.01% -2,032 13F-HR Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 1,659 $325K 0.01% -7,232 13F-HR Timeline River Wealth Advisors LLC More: the full row for River Wealth Advisors LLC 1,639 $321K 0.04% -84 13F-HR Timeline ACORN CREEK CAPITAL LLC More: the full row for ACORN CREEK CAPITAL LLC 1,635 $320K 0.11% new 13F-HR Timeline Kera Capital Partners, Inc. More: the full row for Kera Capital Partners, Inc. 1,634 $320K 0.04% -146 13F-HR Timeline SUMMITRY LLC More: the full row for SUMMITRY LLC 1,630 $319K 0.01% -344 13F-HR/A Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 1,703 $319K 0.01% -139 13F-HR Timeline Mill Capital Management, LLC More: the full row for Mill Capital Management, LLC 1,620 $317K 0.02% 0 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 1,619 $317K 0.02% +293 13F-HR Timeline CNB Bank More: the full row for CNB Bank 1,615 $317K 0.13% -57 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 1,613 $316K 0.06% -226 13F-HR Timeline HAGER INVESTMENT MANAGEMENT SERVICES, L… More: the full row for HAGER INVESTMENT MANAGEMENT SERVICES, LLC 1,600 $314K 0.17% -182 13F-HR Timeline China Universal Asset Management Co., L… More: the full row for China Universal Asset Management Co., Ltd. 1,600 $314K 0.02% 0 13F-HR Timeline Sentry LLC More: the full row for Sentry LLC 1,600 $314K 0.1% 0 13F-HR Timeline Allegheny Financial Group More: the full row for Allegheny Financial Group 1,597 $313K 0.04% 0 13F-HR Timeline Farringdon Capital, Ltd. More: the full row for Farringdon Capital, Ltd. 1,583 $310K 0.07% new 13F-HR Timeline FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 1,568 $310K 0.02% +205 13F-HR/A Timeline Blueshift Asset Management, LLC More: the full row for Blueshift Asset Management, LLC 1,581 $310K 0.09% -3,966 13F-HR Timeline Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 1,573 $308K 0.04% +6 13F-HR Timeline Severin Investments, LLC More: the full row for Severin Investments, LLC 1,570 $308K 0.26% +4 13F-HR Timeline CITIZENS & NORTHERN CORP in group CITIZENS & NORTHERN CORP More: the full row for CITIZENS & NORTHERN CORP 1,550 $304K 0.08% 0 13F-HR Timeline Group EADS & HEALD WEALTH MANAGEMENT More: the full row for EADS & HEALD WEALTH MANAGEMENT 1,549 $304K 0.15% -4 13F-HR Timeline True North Advisors, LLC More: the full row for True North Advisors, LLC 1,530 $300K 0.03% -38 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 1,514 $297K 0.01% -349 13F-HR Timeline NorthCrest Asset Manangement, LLC More: the full row for NorthCrest Asset Manangement, LLC 1,495 $296K 0.01% -500 13F-HR Timeline Tradewinds, LLC. More: the full row for Tradewinds, LLC. 1,537 $296K 0.1% +33 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 1,506 $295K 0.03% -192 13F-HR Timeline Group Kentucky Trust Co More: the full row for Kentucky Trust Co 1,506 $295K 0.15% 0 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 1,505 $295K 0.01% 0 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 1,505 $295K 0.04% +6 13F-HR Timeline BRADLEY FOSTER & SARGENT INC/CT More: the full row for BRADLEY FOSTER & SARGENT INC/CT 1,503 $295K <0.01% +25 13F-HR/A Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 1,490 $292K 0.03% -912 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 1,532 $291K 0.01% +59 13F-HR Timeline Turtle Creek Wealth Advisors, LLC More: the full row for Turtle Creek Wealth Advisors, LLC 1,476 $289K 0.02% +24 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 1,472 $288K 0.02% new 13F-HR Timeline Centurion Wealth Management LLC More: the full row for Centurion Wealth Management LLC 1,460 $286K 0.06% -1 13F-HR Timeline DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 1,458 $286K 0.01% -49 13F-HR Timeline Dakota Community Bank & Trust NA More: the full row for Dakota Community Bank & Trust NA 1,447 $284K 0.96% -29 13F-HR Timeline Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 1,442 $283K 0.01% -657 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 1,435 $281K 0.01% +89 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 1,436 $281K 0.01% new 13F-HR Timeline FRANKLIN STREET ADVISORS INC /NC More: the full row for FRANKLIN STREET ADVISORS INC /NC 1,431 $280K 0.02% -407 13F-HR Timeline Abel Hall, LLC More: the full row for Abel Hall, LLC 1,429 $280K 0.06% new 13F-HR Timeline Ascentis Independent Advisors in group Ascentis Wealth Management, L… More: the full row for Ascentis Independent Advisors 1,428 $280K 0.02% +181 13F-HR Timeline Group Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 1,415 $277K 0.01% +97 13F-HR Timeline WBH ADVISORY INC More: the full row for WBH ADVISORY INC 1,400 $277K 0.02% 0 13F-HR Timeline Retirement Planning Co of New England, … More: the full row for Retirement Planning Co of New England, Inc. 1,412 $277K 0.11% +1 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 1,402 $275K <0.01% +221 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 1,400 $274K 0.06% 0 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 1,393 $273K <0.01% -654 13F-HR Timeline CAMDEN NATIONAL BANK More: the full row for CAMDEN NATIONAL BANK 1,390 $272K 0.04% 0 13F-HR Timeline One Wealth Advisors, LLC More: the full row for One Wealth Advisors, LLC 1,388 $272K 0.03% 0 13F-HR Timeline GATEWAY INVESTMENT ADVISERS LLC More: the full row for GATEWAY INVESTMENT ADVISERS LLC 1,386 $272K <0.01% new 13F-HR Timeline PFG Private Wealth Management, LLC More: the full row for PFG Private Wealth Management, LLC 1,382 $271K 0.11% +163 13F-HR Timeline SteelPeak Wealth, LLC More: the full row for SteelPeak Wealth, LLC 1,378 $270K 0.01% +149 13F-HR Timeline Tema ETFs LLC More: the full row for Tema ETFs LLC 1,373 $269K 0.02% +7 13F-HR Timeline DAVIS R M INC More: the full row for DAVIS R M INC 1,347 $264K <0.01% new 13F-HR Timeline Vancity Investment Management Ltd More: the full row for Vancity Investment Management Ltd 1,335 $262K 0.04% new 13F-HR Timeline Hills Bank & Trust Co in group Hills Bank & Trust Co More: the full row for Hills Bank & Trust Co 1,334 $261K 0.01% +40 13F-HR Timeline Group OneAscent Financial Services LLC in group OneAscent Financial Services … More: the full row for OneAscent Financial Services LLC 1,323 $259K 0.01% new 13F-HR Timeline Group NICOLET BANKSHARES INC in group NICOLET BANKSHARES INC More: the full row for NICOLET BANKSHARES INC 1,308 $259K 0.01% new 13F-HR Timeline Group Victrix Investment Advisors More: the full row for Victrix Investment Advisors 1,310 $257K 0.09% 0 13F-HR Timeline CI INVESTMENTS INC. in group CI INVESTMENTS INC. More: the full row for CI INVESTMENTS INC. 1,309 $257K <0.01% -120 13F-HR Timeline Group Zhang Financial LLC More: the full row for Zhang Financial LLC 1,309 $257K 0.01% 0 13F-HR Timeline Xcelsior Advisor Partners LLC More: the full row for Xcelsior Advisor Partners LLC 1,303 $255K 0.1% +50 13F-HR Timeline Westshore Wealth, LLC More: the full row for Westshore Wealth, LLC 1,302 $255K 0.09% 0 13F-HR Timeline CHECK CAPITAL MANAGEMENT INC/CA More: the full row for CHECK CAPITAL MANAGEMENT INC/CA 1,300 $255K 0.02% 0 13F-HR Timeline AVALON CAPITAL MANAGEMENT More: the full row for AVALON CAPITAL MANAGEMENT 1,298 $254K 0.07% +54 13F-HR Timeline Claret Asset Management Corp More: the full row for Claret Asset Management Corp 1,288 $252K 0.03% 0 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 1,279 $251K 0.01% -186 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 1,274 $250K <0.01% -113 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 1,265 $248K 0.03% 0 13F-HR Timeline MIRABELLA FINANCIAL SERVICES LLP More: the full row for MIRABELLA FINANCIAL SERVICES LLP 1,262 $247K 0.02% new 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 1,258 $247K 0.03% +1 13F-HR Timeline Radnor Capital Management, LLC More: the full row for Radnor Capital Management, LLC 1,257 $246K 0.04% 0 13F-HR Timeline MOR Wealth Management, LLC More: the full row for MOR Wealth Management, LLC 1,244 $244K 0.11% -292 13F-HR Timeline Biltmore Family Office, LLC More: the full row for Biltmore Family Office, LLC 1,239 $243K 0.03% 0 13F-HR Timeline Trust Asset Management LLC More: the full row for Trust Asset Management LLC 1,238 $243K 0.02% 0 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 1,231 $241K 0.02% -328 13F-HR Timeline PROFUND ADVISORS LLC More: the full row for PROFUND ADVISORS LLC 1,229 $241K 0.01% -581 13F-HR Timeline ROCKLAND TRUST CO More: the full row for ROCKLAND TRUST CO 1,221 $239K 0.01% 0 13F-HR Timeline Portfolio Design Labs, LLC More: the full row for Portfolio Design Labs, LLC 1,216 $238K 0.04% new 13F-HR Timeline Willis Johnson & Associates, Inc. More: the full row for Willis Johnson & Associates, Inc. 1,208 $237K 0.01% +8 13F-HR Timeline Baker Ellis Asset Management LLC More: the full row for Baker Ellis Asset Management LLC 1,200 $235K 0.03% 0 13F-HR Timeline DV Trading LLC More: the full row for DV Trading LLC 1,200 $235K 0.02% new 13F-HR Timeline Wilson & Boucher Capital Management, LLC More: the full row for Wilson & Boucher Capital Management, LLC 1,200 $235K 0.16% 0 13F-HR Timeline Viewpoint Capital Management LLC More: the full row for Viewpoint Capital Management LLC 1,200 $235K 0.11% 0 13F-HR Timeline TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV More: the full row for TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV 1,198 $235K 0.08% 0 13F-HR Timeline Bravera Wealth More: the full row for Bravera Wealth 1,196 $234K 0.11% -10 13F-HR Timeline Canvas Wealth Advisors, LLC More: the full row for Canvas Wealth Advisors, LLC 1,194 $234K 0.04% new 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 1,191 $233K 0.04% +31 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 1,158 $230K <0.01% 0 13F-HR Timeline LAKE STREET PRIVATE WEALTH, LLC More: the full row for LAKE STREET PRIVATE WEALTH, LLC 1,165 $228K 0.03% -3 13F-HR Timeline Phillips Wealth Planners LLC More: the full row for Phillips Wealth Planners LLC 1,190 $226K 0.17% +35 13F-HR Timeline Wescott Financial Advisory Group, LLC More: the full row for Wescott Financial Advisory Group, LLC 1,144 $224K 0.02% new 13F-HR Timeline OpenArc Corporate Advisory, LLC More: the full row for OpenArc Corporate Advisory, LLC 1,140 $223K <0.01% new 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 1,139 $223K 0.02% +53 13F-HR Timeline Wellington Shields Capital Management, … group of 2 filers holding More: the full row for Wellington Shields Capital Management, LLC 1,133 $222K new Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 1,131 $222K 0.01% new 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 1,120 $221K 0.01% -22 13F-HR Timeline EVENTIDE ASSET MANAGEMENT, LLC More: the full row for EVENTIDE ASSET MANAGEMENT, LLC 1,112 $219K <0.01% new 13F-HR Timeline First County Bank /CT/ More: the full row for First County Bank /CT/ 1,110 $218K 0.12% 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 $217K 0.03% new 13F-HR Timeline Group Quadcap Wealth Management, LLC More: the full row for Quadcap Wealth Management, LLC 1,095 $215K 0.02% new 13F-HR Timeline EVOLVE PRIVATE WEALTH, LLC More: the full row for EVOLVE PRIVATE WEALTH, LLC 1,079 $212K 0.01% new 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 1,077 $211K 0.02% new 13F-HR Timeline Avantax Planning Partners, Inc. More: the full row for Avantax Planning Partners, Inc. 1,071 $210K 0.01% new 13F-HR Timeline CIDEL ASSET MANAGEMENT INC More: the full row for CIDEL ASSET MANAGEMENT INC 1,069 $210K 0.01% new 13F-HR Timeline Catalyst Funds Management Pty Ltd More: the full row for Catalyst Funds Management Pty Ltd 1,065 $209K 0.04% new 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 1,063 $208K <0.01% -633 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 1,046 $208K <0.01% -8 13F-HR Timeline Adelphi Trust Co More: the full row for Adelphi Trust Co 1,045 $205K 0.17% new 13F-HR Timeline Longboard Asset Management, LP More: the full row for Longboard Asset Management, LP 1,036 $203K 3.51% new 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 1,018 $199K 0.01% 0 13F-HR Timeline PKO Investment Management Joint-Stock Co More: the full row for PKO Investment Management Joint-Stock Co 1,000 $196K 0.02% -500 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 964 $189K 0.06% -429 13F-HR Timeline GROUP ONE TRADING LLC More: the full row for GROUP ONE TRADING LLC 961 $188K 0.01% -3,005 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 950 $186K 0.01% 0 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 937 $184K 0.03% +9 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 937 $184K <0.01% +2 13F-HR Timeline Group Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 927 $182K 0.03% -141 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 926 $181K 0.02% -1,187 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 916 $180K <0.01% +81 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Livforsakringsbolaget Skandia, Omsesidi… More: the full row for Livforsakringsbolaget Skandia, Omsesidigt 889 $174K 0.01% 0 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 866 $170K 0.01% -45 13F-HR Timeline Group Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 835 $164K <0.01% -1,001 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 815 $160K <0.01% new 13F-HR/A Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 810 $159K <0.01% +231 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 745 $147K 0.03% +714 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 727 $142K 0.01% +8 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 733 $141K <0.01% -287 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 712 $140K 0.1% -446 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 703 $139K 0.01% 0 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 696 $137K <0.01% +264 13F-HR Timeline SOUTHERN MICHIGAN BANK & TRUST More: the full row for SOUTHERN MICHIGAN BANK & TRUST 686 $134K 0.05% 13F-HR Timeline