VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 25,379 $304K 0.01% +4,738 13F-HR Timeline Stockman Wealth Management, Inc. More: the full row for Stockman Wealth Management, Inc. 25,323 $303K 0.04% +200 13F-HR Timeline Curated Wealth Partners LLC More: the full row for Curated Wealth Partners LLC 25,231 $302K 0.04% 0 13F-HR Timeline Livforsakringsbolaget Skandia, Omsesidi… More: the full row for Livforsakringsbolaget Skandia, Omsesidigt 25,169 $301K 0.01% 0 13F-HR Timeline AMG National Trust Bank More: the full row for AMG National Trust Bank 25,100 $300K 0.01% 0 13F-HR Timeline Jump Financial, LLC in group Jump Financial, LLC More: the full row for Jump Financial, LLC 25,095 $300K <0.01% +9,272 13F-HR/A Timeline Group Legacy Financial Group LLC More: the full row for Legacy Financial Group LLC 25,064 $300K 0.04% +465 13F-HR Timeline Garde Capital, Inc. More: the full row for Garde Capital, Inc. 25,014 $299K 0.02% -5,584 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 22,767 $299K 0.01% +1,234 13F-HR Timeline CAHILL FINANCIAL ADVISORS INC More: the full row for CAHILL FINANCIAL ADVISORS INC 24,965 $299K 0.03% -18,544 13F-HR Timeline Jaffetilchin Investment Partners, LLC More: the full row for Jaffetilchin Investment Partners, LLC 24,838 $297K 0.02% new 13F-HR Timeline Syverson Strege & Co More: the full row for Syverson Strege & Co 24,800 $297K 0.07% -805 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 24,645 $295K 0.01% -17,950 13F-HR Timeline WFA Asset Management Corp More: the full row for WFA Asset Management Corp 27,905 $295K 0.16% +2,213 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 24,598 $294K 0.04% 0 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 24,576 $294K 0.02% +14,253 13F-HR Timeline Compagnie Lombard Odier SCmA More: the full row for Compagnie Lombard Odier SCmA 24,550 $294K <0.01% 0 13F-HR Timeline FineMark National Bank & Trust More: the full row for FineMark National Bank & Trust 24,526 $293K 0.01% -4,323 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 24,521 $293K 0.02% +1,522 13F-HR Timeline Saba Capital Management, L.P. in group Saba Capital Management, L.P. More: the full row for Saba Capital Management, L.P. 24,389 $292K 0.01% -318,962 13F-HR Timeline Group Family Investment Center, Inc. More: the full row for Family Investment Center, Inc. 24,363 $291K 0.06% -428 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 26,972 $291K 0.04% -1,242 13F-HR/A Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 24,200 $289K 0.02% -1,296 13F-HR Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 24,170 $289K <0.01% +2,911 13F-HR Timeline Group Summit Global Investments in group Summit Global Investments More: the full row for Summit Global Investments 24,136 $289K 0.02% new 13F-HR Timeline Group Avestar Capital, LLC More: the full row for Avestar Capital, LLC 24,163 $289K 0.02% +8,615 13F-HR Timeline Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 24,162 $289K 0.02% +37 13F-HR Timeline Three Magnolias Financial Advisors, LLC More: the full row for Three Magnolias Financial Advisors, LLC 24,150 $289K 0.18% 0 13F-HR Timeline Jacksonville Wealth Management, LLC More: the full row for Jacksonville Wealth Management, LLC 24,108 $288K 0.21% 0 13F-HR Timeline Canada Post Corp Registered Pension Plan More: the full row for Canada Post Corp Registered Pension Plan 23,650 $286K 0.01% -40,000 13F-HR Timeline WOODMONT INVESTMENT COUNSEL LLC More: the full row for WOODMONT INVESTMENT COUNSEL LLC 23,790 $285K 0.02% +864 13F-HR Timeline SAXON INTERESTS, INC. More: the full row for SAXON INTERESTS, INC. 24,164 $284K 0.11% +1,824 13F-HR Timeline Turtle Creek Wealth Advisors, LLC More: the full row for Turtle Creek Wealth Advisors, LLC 23,758 $284K 0.03% +6,940 13F-HR Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 23,740 $284K 0.04% -706 13F-HR Timeline SUTTON PLACE INVESTORS LLC More: the full row for SUTTON PLACE INVESTORS LLC 23,710 $284K 0.16% +206 13F-HR Timeline Beaton Management Co. Inc. More: the full row for Beaton Management Co. Inc. 23,562 $282K 0.13% 0 13F-HR Timeline FIRST MERCHANTS CORP More: the full row for FIRST MERCHANTS CORP 23,445 $280K 0.01% +7,445 13F-HR Timeline RiverFront Investment Group, LLC More: the full row for RiverFront Investment Group, LLC 23,445 $280K <0.01% -1,111 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 23,266 $278K 0.01% -3,326 13F-HR Timeline LexAurum Advisors, LLC More: the full row for LexAurum Advisors, LLC 23,244 $278K 0.04% +166 13F-HR Timeline Severin Investments, LLC More: the full row for Severin Investments, LLC 23,214 $278K 0.25% -2,666 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 23,155 $277K 0.01% -802 13F-HR Timeline Perpetual Ltd in group Perpetual Ltd More: the full row for Perpetual Ltd 23,057 $276K <0.01% -29,743 13F-HR Timeline Group APPLETON PARTNERS INC/MA More: the full row for APPLETON PARTNERS INC/MA 22,996 $275K 0.02% -4,139 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 22,980 $275K 0.02% -7,412 13F-HR Timeline Alliance Wealth Advisors, LLC More: the full row for Alliance Wealth Advisors, LLC 22,851 $273K 0.14% -2,000 13F-HR Timeline TCFG WEALTH MANAGEMENT, LLC in group TCFG Investment Advisors, LLC More: the full row for TCFG WEALTH MANAGEMENT, LLC 22,831 $273K 0.11% -999 13F-HR/A Timeline Group Sculati Wealth Management, LLC More: the full row for Sculati Wealth Management, LLC 22,758 $272K 0.1% -145 13F-HR Timeline BRADLEY FOSTER & SARGENT INC/CT More: the full row for BRADLEY FOSTER & SARGENT INC/CT 22,720 $272K <0.01% 0 13F-HR Timeline RB Capital Management, LLC More: the full row for RB Capital Management, LLC 22,678 $271K 0.06% -2,076 13F-HR Timeline Old West Investment Management, LLC More: the full row for Old West Investment Management, LLC 22,660 $271K 0.06% 0 13F-HR Timeline FIRETHORN WEALTH PARTNERS, LLC More: the full row for FIRETHORN WEALTH PARTNERS, LLC 22,577 $270K 0.11% -34 13F-HR Timeline FLYNN ZITO CAPITAL MANAGEMENT, LLC More: the full row for FLYNN ZITO CAPITAL MANAGEMENT, LLC 22,563 $270K 0.1% -1,976 13F-HR Timeline Grandview Asset Management LLC More: the full row for Grandview Asset Management LLC 22,555 $270K 0.08% -500 13F-HR Timeline REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 22,510 $269K <0.01% -625 13F-HR/A Timeline Group BURNEY CO/ More: the full row for BURNEY CO/ 22,430 $268K 0.01% +200 13F-HR Timeline Wellington Shields Capital Management, … group of 2 filers holding More: the full row for Wellington Shields Capital Management, LLC 22,341 $267K -1,700 Timeline Greystone Financial Group, LLC More: the full row for Greystone Financial Group, LLC 22,322 $267K 0.04% -2,235 13F-HR Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 22,055 $264K 0.02% +14 13F-HR Timeline Concorde Asset Management, LLC More: the full row for Concorde Asset Management, LLC 21,672 $264K 0.11% 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 21,942 $262K 0.03% -8,741 13F-HR Timeline PATTON FUND MANAGEMENT, INC. More: the full row for PATTON FUND MANAGEMENT, INC. 21,940 $262K 0.05% 0 13F-HR Timeline Steele Capital Management, Inc. More: the full row for Steele Capital Management, Inc. 21,927 $262K 0.01% +657 13F-HR Timeline Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 22,510 $262K 0.03% +6,172 13F-HR Timeline Prostatis Group LLC More: the full row for Prostatis Group LLC 21,861 $261K 0.07% +4 13F-HR Timeline WoodTrust Financial Corp in group WoodTrust Financial Corp More: the full row for WoodTrust Financial Corp 21,825 $261K 0.03% -337 13F-HR Timeline Group Pointe Capital Management LLC More: the full row for Pointe Capital Management LLC 21,821 $261K 0.13% 0 13F-HR Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 21,793 $261K 0.01% -6,124 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 21,788 $261K 0.02% +1,695 13F-HR Timeline OPTIMA CAPITAL LLC More: the full row for OPTIMA CAPITAL LLC 21,722 $260K 0.13% -2,362 13F-HR Timeline COMPASS CAPITAL CORP /MA/ /ADV More: the full row for COMPASS CAPITAL CORP /MA/ /ADV 19,304 $258K 0.11% +909 13F-HR Timeline OVERSEA-CHINESE BANKING Corp Ltd in group OVERSEA-CHINESE BANKING Corp … More: the full row for OVERSEA-CHINESE BANKING Corp Ltd 21,588 $258K 0.01% new 13F-HR Timeline Group Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 21,567 $258K 0.01% -32,015 13F-HR Timeline QTR Family Wealth, LLC More: the full row for QTR Family Wealth, LLC 21,557 $258K 0.12% -2,882 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 21,426 $256K 0.02% +1,183 13F-HR Timeline MSH Capital Advisors LLC More: the full row for MSH Capital Advisors LLC 21,320 $255K 0.07% +2,533 13F-HR Timeline TRUST POINT INC. More: the full row for TRUST POINT INC. 21,209 $254K 0.02% +3,229 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 21,119 $253K 0.01% -4,827 13F-HR Timeline CAPITAL INSIGHT PARTNERS, LLC More: the full row for CAPITAL INSIGHT PARTNERS, LLC 21,000 $251K 0.04% 0 13F-HR Timeline Beacon Financial Advisory LLC More: the full row for Beacon Financial Advisory LLC 20,949 $251K 0.06% +137 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 20,908 $250K 0.11% -296 13F-HR Timeline CARRET ASSET MANAGEMENT, LLC More: the full row for CARRET ASSET MANAGEMENT, LLC 20,856 $249K 0.02% -2,495 13F-HR Timeline Fruth Investment Management More: the full row for Fruth Investment Management 20,850 $249K 0.07% 0 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 20,783 $249K 0.01% +2,019 13F-HR Timeline Lakeshore Financial Planning, Inc. More: the full row for Lakeshore Financial Planning, Inc. 20,764 $248K 0.09% +4,190 13F-HR Timeline SECURED RETIREMENT ADVISORS, LLC More: the full row for SECURED RETIREMENT ADVISORS, LLC 20,756 $248K 0.14% +5,638 13F-HR Timeline Oxinas Partners, LLC More: the full row for Oxinas Partners, LLC 20,756 $248K 0.13% -2,612 13F-HR Timeline RIDGECREST WEALTH PARTNERS, LLC More: the full row for RIDGECREST WEALTH PARTNERS, LLC 20,723 $248K 0.11% -4,782 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 20,680 $247K 0.01% +1,229 13F-HR Timeline XML Financial, LLC More: the full row for XML Financial, LLC 20,655 $247K 0.02% +10,476 13F-HR Timeline Wealth Advisory Solutions, LLC More: the full row for Wealth Advisory Solutions, LLC 20,634 $247K 0.06% -597 13F-HR Timeline Blue Barn Wealth, LLC More: the full row for Blue Barn Wealth, LLC 20,602 $246K 0.11% +106 13F-HR Timeline Gibbs Wealth Management More: the full row for Gibbs Wealth Management 20,493 $245K 0.06% -2,596 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 20,482 $245K 0.01% -1,929 13F-HR Timeline Hudson Portfolio Management LLC More: the full row for Hudson Portfolio Management LLC 20,350 $243K 0.22% -400 13F-HR Timeline Huntleigh Advisors, Inc. More: the full row for Huntleigh Advisors, Inc. 20,326 $243K 0.04% -385 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 20,273 $242K 0.01% -1,471 13F-HR Timeline Miramar Capital, LLC More: the full row for Miramar Capital, LLC 20,219 $242K 0.05% new 13F-HR Timeline KG Capital Management More: the full row for KG Capital Management 20,158 $242K 0.07% -2,263 13F-HR Timeline KILEY JUERGENS WEALTH MANAGEMENT, LLC More: the full row for KILEY JUERGENS WEALTH MANAGEMENT, LLC 20,146 $241K 0.05% -7,056 13F-HR Timeline Hilltop Partners LLC More: the full row for Hilltop Partners LLC 20,126 $241K 0.07% +148 13F-HR Timeline Lion Street Advisors, LLC More: the full row for Lion Street Advisors, LLC 14,060 $240K 0.08% new 13F-HR Timeline Strategies Wealth Advisors, LLC More: the full row for Strategies Wealth Advisors, LLC 20,030 $240K 0.02% -4,073 13F-HR Timeline SANDERS MORRIS HARRIS LLC More: the full row for SANDERS MORRIS HARRIS LLC 20,000 $239K 0.03% -26,000 13F-HR Timeline NOVEM GROUP More: the full row for NOVEM GROUP 19,995 $239K 0.03% -106 13F-HR Timeline Retirement Investment Advisors, Inc. More: the full row for Retirement Investment Advisors, Inc. 19,973 $239K 0.02% 0 13F-HR Timeline Moloney Securities Asset Management, LLC More: the full row for Moloney Securities Asset Management, LLC 19,936 $238K 0.03% -2,369 13F-HR Timeline 626 Financial, LLC More: the full row for 626 Financial, LLC 19,922 $238K 0.11% +75 13F-HR Timeline Paulson Wealth Management Inc. More: the full row for Paulson Wealth Management Inc. 19,917 $238K 0.06% 0 13F-HR Timeline Empower Advisory Group, LLC in group Empower Annuity Insurance Co … More: the full row for Empower Advisory Group, LLC 19,776 $237K <0.01% +3,627 13F-HR Timeline Group Bellecapital International Ltd. More: the full row for Bellecapital International Ltd. 19,755 $236K 0.04% -63,292 13F-HR Timeline Waterloo Capital, L.P. More: the full row for Waterloo Capital, L.P. 19,745 $236K 0.02% +2,545 13F-HR Timeline Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 19,734 $236K 0.01% new 13F-HR Timeline Global Assets Advisory, LLC More: the full row for Global Assets Advisory, LLC 19,554 $234K 0.07% +295 13F-HR Timeline Probity Advisors, Inc. More: the full row for Probity Advisors, Inc. 19,480 $233K 0.04% -13,044 13F-HR Timeline GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 19,448 $233K 0.02% +3,492 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 19,395 $232K 0.01% -436 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 19,316 $231K <0.01% +878 13F-HR Timeline Townsend & Associates, Inc More: the full row for Townsend & Associates, Inc 19,357 $231K 0.02% +1,103 13F-HR Timeline Catalyst Capital Advisors LLC More: the full row for Catalyst Capital Advisors LLC 19,235 $230K <0.01% +2,154 13F-HR Timeline Winch Advisory Services, LLC More: the full row for Winch Advisory Services, LLC 19,071 $228K 0.05% +192 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 19,413 $228K 0.02% -40,004 13F-HR Timeline North Forty Two & Co. More: the full row for North Forty Two & Co. 18,956 $227K 0.22% -5,556 13F-HR Timeline Benchmark Financial Wealth Advisors, LLC More: the full row for Benchmark Financial Wealth Advisors, LLC 18,893 $226K 0.07% +181 13F-HR Timeline MANCHESTER FINANCIAL INC More: the full row for MANCHESTER FINANCIAL INC 18,881 $226K 0.05% -993 13F-HR Timeline Freestone Capital Holdings, LLC in group Freestone Capital Holdings, L… More: the full row for Freestone Capital Holdings, LLC 18,803 $225K 0.01% -1,509 13F-HR Timeline Group KCM INVESTMENT ADVISORS LLC More: the full row for KCM INVESTMENT ADVISORS LLC 18,687 $224K 0.01% +4 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 18,642 $223K 0.04% +139 13F-HR Timeline Liberty Capital Management, Inc. More: the full row for Liberty Capital Management, Inc. 18,626 $223K 0.04% +258 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 18,524 $222K 0.08% +5,449 13F-HR Timeline Pinion Investment Advisors, LLC More: the full row for Pinion Investment Advisors, LLC 15,934 $221K 0.06% new 13F-HR Timeline CHILDRESS CAPITAL ADVISORS, LLC More: the full row for CHILDRESS CAPITAL ADVISORS, LLC 18,393 $220K 0.04% +1,072 13F-HR Timeline Latitude Advisors, LLC More: the full row for Latitude Advisors, LLC 18,372 $220K 0.1% +15 13F-HR Timeline FUKOKU MUTUAL LIFE INSURANCE Co More: the full row for FUKOKU MUTUAL LIFE INSURANCE Co 18,355 $220K 0.01% 0 13F-HR Timeline L2 Asset Management, LLC More: the full row for L2 Asset Management, LLC 18,317 $219K 0.03% +827 13F-HR Timeline Boxwood Ventures, Inc. More: the full row for Boxwood Ventures, Inc. 18,301 $219K 0.24% new 13F-HR Timeline HCR Wealth Advisors More: the full row for HCR Wealth Advisors 17,888 $219K 0.02% new 13F-HR Timeline Regent Peak Wealth Advisors LLC More: the full row for Regent Peak Wealth Advisors LLC 18,260 $218K 0.04% 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 18,243 $218K <0.01% -2,099 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. 18,152 $217K 0.01% +1,201 13F-HR Timeline Group INVESTED ADVISORS More: the full row for INVESTED ADVISORS 22,239 $217K 0.32% 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 18,084 $216K 0.01% -1,267 13F-HR Timeline Group Ariston Services Group More: the full row for Ariston Services Group 18,050 $216K 0.13% 0 13F-HR Timeline DAHRING | CUSMANO LLC More: the full row for DAHRING | CUSMANO LLC 18,040 $216K 0.16% +38 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 18,029 $216K 0.01% -709 13F-HR Timeline LGT Group Foundation in group LGT Group Foundation More: the full row for LGT Group Foundation 17,565 $216K <0.01% 0 13F-HR Timeline Group JGP Wealth Management, LLC More: the full row for JGP Wealth Management, LLC 17,633 $215K 0.02% +4,946 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 18,002 $215K 0.02% +1,464 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 17,989 $215K 0.02% -2,418 13F-HR Timeline CONNING INC. in group CONNING INC. More: the full row for CONNING INC. 17,892 $214K 0.01% 0 13F-HR Timeline Group EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 17,881 $214K 0.01% -1,443 13F-HR Timeline Group Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 17,828 $213K 0.01% new 13F-HR Timeline Purus Wealth Management, LLC More: the full row for Purus Wealth Management, LLC 17,827 $213K 0.07% +72 13F-HR Timeline Convergence Investment Partners, LLC More: the full row for Convergence Investment Partners, LLC 17,820 $213K 0.05% +4,113 13F-HR Timeline REIK & CO., LLC More: the full row for REIK & CO., LLC 17,819 $213K 0.05% 0 13F-HR Timeline Chris Bulman Inc More: the full row for Chris Bulman Inc 17,727 $212K 0.11% +949 13F-HR Timeline Brookwood Investment Group LLC More: the full row for Brookwood Investment Group LLC 17,722 $212K 0.03% +3,353 13F-HR Timeline GWN SECURITIES INC. More: the full row for GWN SECURITIES INC. 17,674 $212K 0.05% -465 13F-HR Timeline E&G Advisors, LLC More: the full row for E&G Advisors, LLC 17,586 $210K 0.05% -4,400 13F-HR Timeline WEST MICHIGAN ADVISORS, LLC More: the full row for WEST MICHIGAN ADVISORS, LLC 17,559 $210K 0.05% new 13F-HR Timeline CRA Financial Services, LLC More: the full row for CRA Financial Services, LLC 17,552 $210K 0.03% +273 13F-HR Timeline Pitti Group Wealth Management, LLC More: the full row for Pitti Group Wealth Management, LLC 17,514 $209K 0.18% -14,696 13F-HR Timeline LORING WOLCOTT & COOLIDGE FIDUCIARY ADV… More: the full row for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 16,955 $209K <0.01% -590 13F-HR Timeline THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 17,489 $209K 0.01% +181 13F-HR Timeline GRIES FINANCIAL LLC More: the full row for GRIES FINANCIAL LLC 17,372 $208K 0.03% +3,475 13F-HR Timeline CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 17,231 $206K 0.02% +454 13F-HR Timeline Key Client Fiduciary Advisors, LLC More: the full row for Key Client Fiduciary Advisors, LLC 17,196 $206K 0.07% -90 13F-HR Timeline WORLD EQUITY GROUP, INC. More: the full row for WORLD EQUITY GROUP, INC. 17,175 $205K 0.05% +476 13F-HR Timeline Plancorp, LLC More: the full row for Plancorp, LLC 17,159 $205K 0.01% +79 13F-HR Timeline West Family Investments, Inc. More: the full row for West Family Investments, Inc. 17,038 $204K 0.05% 0 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 16,984 $203K <0.01% -11,152 13F-HR Timeline CMT Capital Markets Trading GmbH in group CMT Capital Markets Trading G… More: the full row for CMT Capital Markets Trading GmbH 17,000 $203K 0.08% -233,648 13F-HR Timeline Group MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 16,956 $203K 0.01% +1,257 13F-HR Timeline Cranbrook Wealth Management, LLC More: the full row for Cranbrook Wealth Management, LLC 16,901 $202K 0.04% 0 13F-HR Timeline HOHIMER WEALTH MANAGEMENT, LLC More: the full row for HOHIMER WEALTH MANAGEMENT, LLC 16,833 $201K 0.03% 0 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 16,735 $200K 0.01% +101 13F-HR Timeline Group Certus Wealth Management, LLC More: the full row for Certus Wealth Management, LLC 16,702 $200K 0.12% 0 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 16,575 $198K 0.02% +4,971 13F-HR Timeline Coppell Advisory Solutions LLC More: the full row for Coppell Advisory Solutions LLC 16,364 $198K 0.02% +2,081 13F-HR Timeline Helium Advisors LLC More: the full row for Helium Advisors LLC 16,525 $198K 0.17% -983 13F-HR Timeline FLPUTNAM INVESTMENT MANAGEMENT CO More: the full row for FLPUTNAM INVESTMENT MANAGEMENT CO 16,498 $197K <0.01% -1,000 13F-HR Timeline MKD WEALTH COACHES, LLC More: the full row for MKD WEALTH COACHES, LLC 16,400 $196K 0.2% +2,700 13F-HR Timeline Griffith & Werner, Inc. More: the full row for Griffith & Werner, Inc. 14,900 $196K 0.1% 13F-HR Timeline NorthCrest Asset Manangement, LLC More: the full row for NorthCrest Asset Manangement, LLC 16,393 $195K <0.01% +208 13F-HR Timeline POTENTIA WEALTH More: the full row for POTENTIA WEALTH 16,318 $195K 0.07% -1,862 13F-HR Timeline Eisler Capital Management Ltd. More: the full row for Eisler Capital Management Ltd. 16,191 $195K <0.01% +15,828 13F-HR Timeline Curi Capital, LLC More: the full row for Curi Capital, LLC 16,312 $195K <0.01% -229 13F-HR Timeline RS CRUM INC. More: the full row for RS CRUM INC. 16,303 $195K 0.04% +200 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 16,258 $194K <0.01% -4,283 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. American Trust More: the full row for American Trust 16,225 $194K 0.02% +4,953 13F-HR Timeline Summit Financial Consulting LLC More: the full row for Summit Financial Consulting LLC 16,195 $194K 0.15% +955 13F-HR Timeline Alta Advisers Ltd in group Alta Advisers Ltd More: the full row for Alta Advisers Ltd 16,132 $193K 0.06% +2,000 13F-HR Timeline Group Advisory Resource Group More: the full row for Advisory Resource Group 16,069 $192K 0.03% -911 13F-HR Timeline Walker Asset Management, LLC More: the full row for Walker Asset Management, LLC 15,910 $190K 0.11% +7 13F-HR Timeline FSA Advisors, Inc. More: the full row for FSA Advisors, Inc. 15,858 $190K 0.15% -257 13F-HR Timeline ROGCO, LP More: the full row for ROGCO, LP 15,811 $189K 0.07% 0 13F-HR Timeline Berger Financial Group, Inc More: the full row for Berger Financial Group, Inc 15,758 $188K 0.01% -516 13F-HR Timeline Millennium Capital Advisors, LLC More: the full row for Millennium Capital Advisors, LLC 15,685 $188K 0.11% +3,039 13F-HR Timeline CHAPIN DAVIS, INC. More: the full row for CHAPIN DAVIS, INC. 15,636 $187K 0.05% -20,000 13F-HR Timeline McMill Wealth Management More: the full row for McMill Wealth Management 15,479 $185K 0.05% 0 13F-HR Timeline