Atria Wealth Solutions, Inc. More: the full row for Atria Wealth Solutions, Inc. 2,082 $360K 0.01% -14,168 13F-HR Timeline Banco Santander, S.A. in group Banco Santander, S.A. More: the full row for Banco Santander, S.A. 2,059 $359K <0.01% -453 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. Riverbend Wealth Management, LLC More: the full row for Riverbend Wealth Management, LLC 2,043 $356K 0.27% +60 13F-HR Timeline Cetera Trust Company, N.A More: the full row for Cetera Trust Company, N.A 2,040 $356K 0.21% -35 13F-HR Timeline Marex Group Ltd in group Marex Group Ltd More: the full row for Marex Group Ltd 2,033 $354K 0.01% new 13F-HR Timeline Group DeDora Capital, Inc. More: the full row for DeDora Capital, Inc. 2,020 $352K 0.09% -10 13F-HR Timeline Ramirez Asset Management, Inc. More: the full row for Ramirez Asset Management, Inc. 2,018 $352K 0.05% +932 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 2,013 $351K 0.02% +101 13F-HR Timeline Group CX Institutional More: the full row for CX Institutional 2,007 $350K 0.01% +500 13F-HR/A Timeline Madrona Financial Services, LLC More: the full row for Madrona Financial Services, LLC 1,999 $348K 0.08% +24 13F-HR Timeline Ranch Capital Advisors Inc. More: the full row for Ranch Capital Advisors Inc. 1,995 $348K 0.15% +41 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 1,994 $348K 0.01% +85 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 1,978 $345K 0.01% -560 13F-HR Timeline Avestar Capital, LLC More: the full row for Avestar Capital, LLC 1,965 $343K 0.03% +17 13F-HR Timeline DEARBORN PARTNERS LLC More: the full row for DEARBORN PARTNERS LLC 1,963 $342K 0.02% -8 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 1,962 $342K 0.03% -225 13F-HR Timeline Segment Wealth Management, LLC More: the full row for Segment Wealth Management, LLC 1,949 $340K 0.02% +504 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 1,936 $338K 0.02% +21 13F-HR Timeline COMPASS CAPITAL CORP /MA/ /ADV More: the full row for COMPASS CAPITAL CORP /MA/ /ADV 1,984 $337K 0.16% -1,117 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 1,925 $336K 0.01% +533 13F-HR Timeline Dakota Community Bank & Trust NA More: the full row for Dakota Community Bank & Trust NA 1,924 $335K 1.5% -51 13F-HR Timeline MWA Asset Management More: the full row for MWA Asset Management 1,923 $335K 0.21% -653 13F-HR Timeline COMMERZBANK AKTIENGESELLSCHAFT /FI More: the full row for COMMERZBANK AKTIENGESELLSCHAFT /FI 1,919 $335K 0.01% 0 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 1,917 $334K <0.01% +793 13F-HR Timeline Group Pettee Investors, Inc. More: the full row for Pettee Investors, Inc. 1,900 $331K 0.2% 0 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 1,888 $329K 0.03% -86 13F-HR Timeline AlphaStar Capital Management, LLC More: the full row for AlphaStar Capital Management, LLC 1,881 $328K 0.02% new 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 1,871 $326K <0.01% +25 13F-HR Timeline Good Life Advisors, LLC More: the full row for Good Life Advisors, LLC 1,861 $324K 0.02% +165 13F-HR Timeline Tranquility Partners, LLC More: the full row for Tranquility Partners, LLC 1,854 $323K 0.12% -86 13F-HR Timeline First County Bank /CT/ More: the full row for First County Bank /CT/ 1,851 $323K 0.17% new 13F-HR Timeline DOVER ADVISORS, LLC More: the full row for DOVER ADVISORS, LLC 1,838 $320K 0.14% +100 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 1,817 $317K 0.04% new 13F-HR Timeline NEXPOINT ASSET MANAGEMENT, L.P. in group NEXPOINT ASSET MANAGEMENT, L.… More: the full row for NEXPOINT ASSET MANAGEMENT, L.P. 1,800 $314K 0.03% 0 13F-HR Timeline Group Elm3 Financial Group, LLC More: the full row for Elm3 Financial Group, LLC 1,787 $311K 0.26% -157 13F-HR Timeline MTM Investment Management, LLC More: the full row for MTM Investment Management, LLC 1,778 $310K 0.1% 0 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 1,776 $310K 0.02% 0 13F-HR Timeline Group Obermeyer Wealth Partners More: the full row for Obermeyer Wealth Partners 1,775 $309K 0.02% +22 13F-HR Timeline TIEMANN INVESTMENT ADVISORS, LLC More: the full row for TIEMANN INVESTMENT ADVISORS, LLC 1,775 $309K 0.13% -185 13F-HR Timeline WALLED LAKE PLANNING & WEALTH MANAGEMEN… More: the full row for WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC 1,775 $309K 0.1% +13 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 1,767 $308K 0.02% +101 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 1,752 $305K 0.01% +352 13F-HR Timeline Group Cohen Capital Management, Inc. More: the full row for Cohen Capital Management, Inc. 1,752 $305K 0.05% 0 13F-HR Timeline SHELTON CAPITAL MANAGEMENT More: the full row for SHELTON CAPITAL MANAGEMENT 1,745 $304K 0.01% 0 13F-HR Timeline Thoma Capital Management LLC More: the full row for Thoma Capital Management LLC 1,738 $303K 0.19% -141 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 1,677 $301K 0.01% +91 13F-HR Timeline MBB PUBLIC MARKETS I LLC More: the full row for MBB PUBLIC MARKETS I LLC 1,722 $300K 0.03% -381 13F-HR Timeline BAILARD, INC. More: the full row for BAILARD, INC. 1,713 $299K 0.01% -8 13F-HR Timeline Freestone Grove Partners LP More: the full row for Freestone Grove Partners LP 1,709 $298K <0.01% -4,313 13F-HR Timeline BRANDYWINE OAK PRIVATE WEALTH LLC More: the full row for BRANDYWINE OAK PRIVATE WEALTH LLC 1,706 $297K 0.03% -76 13F-HR Timeline Monument Capital Management More: the full row for Monument Capital Management 1,684 $294K 0.08% new 13F-HR Timeline SEAMOUNT FINANCIAL GROUP INC More: the full row for SEAMOUNT FINANCIAL GROUP INC 1,684 $294K 0.15% +100 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 1,680 $293K 0.01% 13F-HR Timeline Aviance Capital Partners, LLC More: the full row for Aviance Capital Partners, LLC 1,680 $293K 0.04% 0 13F-HR Timeline AMARILLO NATIONAL BANK More: the full row for AMARILLO NATIONAL BANK 1,667 $291K 0.05% 0 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 1,664 $290K 0.01% +37 13F-HR Timeline SHELL ASSET MANAGEMENT CO More: the full row for SHELL ASSET MANAGEMENT CO 1,666 $290K 0.01% +947 13F-HR Timeline Blue Chip Partners, LLC More: the full row for Blue Chip Partners, LLC 1,653 $288K 0.02% +41 13F-HR Timeline Emprise Bank More: the full row for Emprise Bank 1,653 $288K 0.14% 0 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 1,632 $285K 0.04% +22 13F-HR Timeline MIdWestOne Financial Group, Inc. More: the full row for MIdWestOne Financial Group, Inc. 1,630 $284K 0.04% new 13F-HR Timeline LOS ANGELES CAPITAL MANAGEMENT LLC More: the full row for LOS ANGELES CAPITAL MANAGEMENT LLC 1,619 $282K <0.01% -394 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 1,611 $281K <0.01% -12,964 13F-HR Timeline XTX Topco Ltd in group XTX Topco Ltd More: the full row for XTX Topco Ltd 1,607 $280K 0.01% -13,579 13F-HR Timeline Group FIRST FINANCIAL BANK - TRUST DIVISION More: the full row for FIRST FINANCIAL BANK - TRUST DIVISION 1,603 $279K 0.02% -623 13F-HR Timeline CARDEROCK CAPITAL MANAGEMENT INC More: the full row for CARDEROCK CAPITAL MANAGEMENT INC 1,600 $279K 0.07% 0 13F-HR Timeline Hummer Financial Advisory Services Inc More: the full row for Hummer Financial Advisory Services Inc 1,600 $279K 0.21% 0 13F-HR Timeline Quantum Portfolio Management LLC More: the full row for Quantum Portfolio Management LLC 1,597 $278K 0.13% -93 13F-HR Timeline BCS Private Wealth Management, Inc. More: the full row for BCS Private Wealth Management, Inc. 1,594 $278K 0.1% 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 1,611 $276K 0.02% -704 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 1,579 $275K 0.02% +130 13F-HR Timeline Core Wealth Partners LLC More: the full row for Core Wealth Partners LLC 1,573 $274K 0.14% -54 13F-HR Timeline Axis Wealth Partners, LLC More: the full row for Axis Wealth Partners, LLC 1,556 $271K 0.18% +3 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 1,550 $270K 0.08% +140 13F-HR Timeline Farmers & Merchants Trust Co of Chamber… More: the full row for Farmers & Merchants Trust Co of Chambersburg PA 1,550 $270K 0.08% 0 13F-HR Timeline EARNED WEALTH ADVISORS, LLC More: the full row for EARNED WEALTH ADVISORS, LLC 1,542 $269K 0.05% -512 13F-HR Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 1,539 $268K 0.01% -6 13F-HR Timeline Alta Advisers Ltd in group Alta Advisers Ltd More: the full row for Alta Advisers Ltd 1,533 $267K 0.1% 0 13F-HR Timeline Group one8zero8, LLC More: the full row for one8zero8, LLC 1,525 $266K 0.06% -1,000 13F-HR Timeline Clare Market Investments LLC More: the full row for Clare Market Investments LLC 1,519 $265K 0.06% +8 13F-HR Timeline Northeast Financial Group, Inc. in group Northeast Financial Group, In… More: the full row for Northeast Financial Group, Inc. 1,514 $264K 0.08% -32 13F-HR Timeline Group L2 Asset Management, LLC More: the full row for L2 Asset Management, LLC 1,510 $263K 0.04% +103 13F-HR Timeline BLUEFIN CAPITAL MANAGEMENT, LLC More: the full row for BLUEFIN CAPITAL MANAGEMENT, LLC 1,500 $261K 0.2% new 13F-HR Timeline BOS Asset Management, LLC More: the full row for BOS Asset Management, LLC 1,499 $261K 0.08% -35 13F-HR Timeline Cloud Capital Management, LLC More: the full row for Cloud Capital Management, LLC 1,515 $261K 0.16% +11 13F-HR Timeline Muzinich & Co., Inc. More: the full row for Muzinich & Co., Inc. 1,496 $261K 0.12% 0 13F-HR Timeline FLYNN ZITO CAPITAL MANAGEMENT, LLC More: the full row for FLYNN ZITO CAPITAL MANAGEMENT, LLC 1,490 $260K 0.11% -328 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 1,489 $260K 0.01% -1,999 13F-HR Timeline Group Turtle Creek Wealth Advisors, LLC More: the full row for Turtle Creek Wealth Advisors, LLC 1,489 $260K 0.03% new 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 1,468 $256K <0.01% -62 13F-HR Timeline ALPS ADVISORS INC in group ALPS ADVISORS INC More: the full row for ALPS ADVISORS INC 1,462 $255K <0.01% -350 13F-HR Timeline Group West Family Investments, Inc. More: the full row for West Family Investments, Inc. 1,462 $255K 0.07% new 13F-HR Timeline Canandaigua National Trust Co of Florida More: the full row for Canandaigua National Trust Co of Florida 1,450 $253K 0.18% +11 13F-HR Timeline 180 WEALTH ADVISORS, LLC More: the full row for 180 WEALTH ADVISORS, LLC 1,440 $251K 0.04% -3 13F-HR Timeline Consolidated Portfolio Review Corp More: the full row for Consolidated Portfolio Review Corp 1,440 $251K 0.03% -8 13F-HR Timeline Sterling Investment Advisors, Ltd. More: the full row for Sterling Investment Advisors, Ltd. 1,438 $251K 0.05% 0 13F-HR Timeline Keebeck Wealth Management More: the full row for Keebeck Wealth Management 1,417 $247K 0.03% new 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 1,412 $246K 0.01% -16 13F-HR Timeline Group BSW Wealth Partners More: the full row for BSW Wealth Partners 1,412 $246K 0.03% -29 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 1,404 $245K 0.03% +102 13F-HR Timeline COMMONS CAPITAL, LLC More: the full row for COMMONS CAPITAL, LLC 1,399 $244K 0.19% new 13F-HR Timeline Aureus Asset Management, LLC More: the full row for Aureus Asset Management, LLC 1,385 $241K 0.02% new 13F-HR Timeline Oxler Private Wealth LLC More: the full row for Oxler Private Wealth LLC 1,379 $240K 0.08% new 13F-HR Timeline Cannell & Spears LLC More: the full row for Cannell & Spears LLC 1,378 $240K <0.01% new 13F-HR Timeline PATTON FUND MANAGEMENT, INC. More: the full row for PATTON FUND MANAGEMENT, INC. 1,377 $240K 0.05% new 13F-HR Timeline INVESTMENT PARTNERS, LTD. More: the full row for INVESTMENT PARTNERS, LTD. 1,375 $240K 0.09% new 13F-HR Timeline Fiduciary Group, LLC More: the full row for Fiduciary Group, LLC 1,375 $240K 0.02% new 13F-HR Timeline Atom Investors LP More: the full row for Atom Investors LP 1,373 $239K 0.02% new 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 1,372 $239K 0.01% -1,181 13F-HR Timeline Hudson Bay Capital Management LP in group Hudson Bay Capital Management… More: the full row for Hudson Bay Capital Management LP 1,371 $239K <0.01% -131,876 13F-HR/A Timeline Group Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 1,371 $239K 0.01% new 13F-HR Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 1,368 $238K 0.02% new 13F-HR Timeline First Affirmative Financial Network More: the full row for First Affirmative Financial Network 1,365 $238K 0.12% new 13F-HR Timeline FIRST CITIZENS BANK & TRUST CO More: the full row for FIRST CITIZENS BANK & TRUST CO 1,365 $238K <0.01% new 13F-HR Timeline Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 1,364 $238K <0.01% new 13F-HR Timeline PharVision Advisers, LLC More: the full row for PharVision Advisers, LLC 1,337 $233K 0.33% new 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 1,336 $233K 0.01% new 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 1,334 $233K 0.01% new 13F-HR Timeline Group Proficio Capital Partners LLC More: the full row for Proficio Capital Partners LLC 1,317 $230K 0.01% -104 13F-HR Timeline Meadow Creek Wealth Advisors LLC More: the full row for Meadow Creek Wealth Advisors LLC 1,316 $229K 0.15% new 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 1,314 $229K 0.02% new 13F-HR Timeline Schrum Private Wealth Management LLC More: the full row for Schrum Private Wealth Management LLC 1,312 $229K 0.18% -189 13F-HR Timeline BOURGEON CAPITAL MANAGEMENT LLC More: the full row for BOURGEON CAPITAL MANAGEMENT LLC 1,307 $228K 0.04% new 13F-HR Timeline Colonial River Investments, LLC More: the full row for Colonial River Investments, LLC 1,336 $228K 0.1% new 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 1,290 $225K 0.03% new 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 1,288 $225K 0.02% new 13F-HR Timeline TOWNSQUARE CAPITAL LLC More: the full row for TOWNSQUARE CAPITAL LLC 1,288 $224K 0.02% -3,950 13F-HR Timeline Scientech Research LLC More: the full row for Scientech Research LLC 1,283 $224K 0.05% -988 13F-HR Timeline Walker Asset Management, LLC More: the full row for Walker Asset Management, LLC 1,279 $223K 0.13% new 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 1,274 $222K 0.04% new 13F-HR Timeline CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 1,273 $222K 0.02% new 13F-HR Timeline Quantitative Investment Management, LLC More: the full row for Quantitative Investment Management, LLC 1,272 $221K 0.03% -20,067 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 1,263 $220K 0.01% new 13F-HR Timeline ING GROEP NV More: the full row for ING GROEP NV 1,256 $219K <0.01% -26,450 13F-HR Timeline Radnor Capital Management, LLC More: the full row for Radnor Capital Management, LLC 1,250 $218K 0.03% new 13F-HR Timeline FLC Capital Advisors More: the full row for FLC Capital Advisors 1,238 $216K 0.04% new 13F-HR Timeline Greenfield Savings Bank More: the full row for Greenfield Savings Bank 1,238 $216K 0.1% -305 13F-HR Timeline BEACON INVESTMENT ADVISORS LLC More: the full row for BEACON INVESTMENT ADVISORS LLC 1,259 $216K 0.09% new 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 1,237 $216K 0.01% new 13F-HR Timeline True North Advisors, LLC More: the full row for True North Advisors, LLC 1,235 $215K 0.04% new 13F-HR Timeline WRIGHT INVESTORS SERVICE INC More: the full row for WRIGHT INVESTORS SERVICE INC 1,229 $214K 0.06% -2,486 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 1,259 $213K 0.02% -70 13F-HR Timeline CONNING INC. in group CONNING INC. More: the full row for CONNING INC. 1,224 $213K 0.01% new 13F-HR Timeline Group CAPSTONE INVESTMENT ADVISORS, LLC in group CAPSTONE INVESTMENT ADVISORS,… More: the full row for CAPSTONE INVESTMENT ADVISORS, LLC 1,221 $213K <0.01% -8,805 13F-HR Timeline Group Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 1,220 $213K 0.01% new 13F-HR Timeline Group MASTERINVEST Kapitalanlage GmbH More: the full row for MASTERINVEST Kapitalanlage GmbH 1,214 $212K 0.02% 13F-HR/A Timeline Hanson & Doremus Investment Management More: the full row for Hanson & Doremus Investment Management 1,213 $211K 0.03% 0 13F-HR Timeline InTrack Investment Management Inc More: the full row for InTrack Investment Management Inc 1,209 $211K 0.14% -4,254 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 1,200 $210K <0.01% new 13F-HR Timeline M&G PLC in group M&G PLC More: the full row for M&G PLC 1,205 $210K <0.01% +121 13F-HR Timeline Group SPIREPOINT PRIVATE CLIENT, LLC More: the full row for SPIREPOINT PRIVATE CLIENT, LLC 1,200 $209K 0.02% new 13F-HR Timeline WOLVERINE ASSET MANAGEMENT LLC in group WOLVERINE ASSET MANAGEMENT LLC More: the full row for WOLVERINE ASSET MANAGEMENT LLC 1,199 $209K <0.01% 0 13F-HR Timeline Group Blackston Financial Advisory Group, LLC More: the full row for Blackston Financial Advisory Group, LLC 1,193 $208K 0.13% new 13F-HR/A Timeline THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 1,194 $208K 0.01% new 13F-HR Timeline CFS Investment Advisory Services, LLC More: the full row for CFS Investment Advisory Services, LLC 1,191 $208K 0.02% new 13F-HR Timeline AUXIER ASSET MANAGEMENT LLC More: the full row for AUXIER ASSET MANAGEMENT LLC 1,193 $208K 0.03% new 13F-HR Timeline SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 1,189 $207K 0.02% new 13F-HR Timeline MN Wealth Advisors, LLC More: the full row for MN Wealth Advisors, LLC 1,175 $205K 0.12% new 13F-HR Timeline Aspen Grove Capital, LLC More: the full row for Aspen Grove Capital, LLC 1,175 $205K 0.03% -588 13F-HR Timeline Calydon Capital More: the full row for Calydon Capital 1,174 $205K 0.02% new 13F-HR Timeline NATURAL INVESTMENTS, LLC More: the full row for NATURAL INVESTMENTS, LLC 1,167 $203K 0.05% new 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 1,161 $202K 0.01% -359 13F-HR Timeline Group Hemenway Trust Co LLC More: the full row for Hemenway Trust Co LLC 1,150 $200K 0.02% -414 13F-HR Timeline Riverview Trust Co More: the full row for Riverview Trust Co 1,096 $191K 0.24% -570 13F-HR Timeline Franchise Capital Ltd More: the full row for Franchise Capital Ltd 1,088 $190K 0.1% 0 13F-HR Timeline Park Square Financial Group, LLC More: the full row for Park Square Financial Group, LLC 1,051 $183K 0.13% 0 13F-HR Timeline Ameliora Wealth Management Ltd. More: the full row for Ameliora Wealth Management Ltd. 1,050 $183K 0.07% 0 13F-HR Timeline Global X Japan Co., Ltd. More: the full row for Global X Japan Co., Ltd. 1,046 $182K 0.02% +197 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 1,033 $180K 0.11% +39 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 1,018 $177K 0.02% +122 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 1,001 $171K 0.04% -67 13F-HR Timeline MUFG Securities EMEA plc More: the full row for MUFG Securities EMEA plc 932 $162K 0.01% new 13F-HR/A Timeline SENTRY INVESTMENT MANAGEMENT LLC More: the full row for SENTRY INVESTMENT MANAGEMENT LLC 950 $162K 0.09% 0 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 915 $160K 0.01% -339 13F-HR Timeline United Community Bank in group United Community Bank More: the full row for United Community Bank 914 $159K 0.05% -412 13F-HR Timeline Group MONETARY MANAGEMENT GROUP INC More: the full row for MONETARY MANAGEMENT GROUP INC 912 $159K 0.04% 0 13F-HR Timeline Catalyst Capital Advisors LLC More: the full row for Catalyst Capital Advisors LLC 907 $158K <0.01% +380 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 906 $158K 0.04% +855 13F-HR Timeline OPTIMUM INVESTMENT ADVISORS More: the full row for OPTIMUM INVESTMENT ADVISORS 900 $157K 0.07% 0 13F-HR Timeline Cheviot Value Management, LLC More: the full row for Cheviot Value Management, LLC 886 $151K 0.02% 0 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 802 $140K 0.03% -1,884 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 794 $138K 0.01% +1 13F-HR Timeline CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 792 $138K 0.1% new 13F-HR Timeline Inlight Wealth Management, LLC More: the full row for Inlight Wealth Management, LLC 770 $134K 0.07% 0 13F-HR Timeline Fulcrum Asset Management LLP More: the full row for Fulcrum Asset Management LLP 768 $134K 0.04% new 13F-HR/A Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 734 $128K 0.01% +310 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 734 $128K <0.01% +2 13F-HR Timeline Bank Julius Baer & Co. Ltd, Zurich More: the full row for Bank Julius Baer & Co. Ltd, Zurich 720 $126K <0.01% 0 13F-HR/A Timeline MOTCO More: the full row for MOTCO 651 $115K 0.01% 0 13F-HR Timeline BROADWATER CAPITAL MANAGEMENT LLC More: the full row for BROADWATER CAPITAL MANAGEMENT LLC 111,571 $112K 0.16% +110,931 13F-HR/A Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 636 $111K <0.01% -299 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 630 $110K 0.01% -70 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 622 $108K 0.01% +111 13F-HR Timeline OFI INVEST ASSET MANAGEMENT More: the full row for OFI INVEST ASSET MANAGEMENT 720 $107K <0.01% +318 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 621 $106K 0.02% 0 13F-HR Timeline Pacific Center for Financial Services More: the full row for Pacific Center for Financial Services 600 $105K 0.03% +3 13F-HR Timeline FOSTER DYKEMA CABOT & PARTNERS, LLC More: the full row for FOSTER DYKEMA CABOT & PARTNERS, LLC 585 $102K 0.01% 0 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 581 $101K 0.02% +19 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 572 $99.7K <0.01% -57 13F-HR Timeline Group Kentucky Trust Co More: the full row for Kentucky Trust Co 545 $95K 0.05% 0 13F-HR Timeline