LMR Partners LLP in group LMR Partners LLP More: the full row for LMR Partners LLP 11,915 $166K <0.01% -110,574 13F-HR Timeline Group Columbia Asset Management More: the full row for Columbia Asset Management 11,908 $166K 0.03% 0 13F-HR Timeline Cyndeo Wealth Partners, LLC More: the full row for Cyndeo Wealth Partners, LLC 11,896 $165K 0.01% -243 13F-HR Timeline GRIMES & Co WEALTH MANAGEMENT, LLC More: the full row for GRIMES & Co WEALTH MANAGEMENT, LLC 11,889 $165K <0.01% -1,757 13F-HR Timeline GREAT LAKES ADVISORS, LLC More: the full row for GREAT LAKES ADVISORS, LLC 11,857 $165K <0.01% new 13F-HR Timeline Balboa Wealth Partners More: the full row for Balboa Wealth Partners 11,825 $164K 0.02% +735 13F-HR Timeline Headlands Technologies LLC More: the full row for Headlands Technologies LLC 11,813 $164K 0.02% new 13F-HR Timeline COWA, LLC More: the full row for COWA, LLC 11,800 $164K 0.04% 0 13F-HR Timeline Allen Capital Group, LLC More: the full row for Allen Capital Group, LLC 11,784 $164K 0.01% +255 13F-HR Timeline DB&C Advisors, LLC More: the full row for DB&C Advisors, LLC 11,771 $164K 0.18% -52 13F-HR Timeline Tempus Wealth Planning, LLC More: the full row for Tempus Wealth Planning, LLC 11,735 $163K 0.03% -836 13F-HR Timeline Old North State Trust, LLC More: the full row for Old North State Trust, LLC 11,757 $163K 0.08% 0 13F-HR Timeline Jessup Wealth Management, Inc More: the full row for Jessup Wealth Management, Inc 11,711 $163K 0.05% +33 13F-HR Timeline Werba Rubin Papier Wealth Management More: the full row for Werba Rubin Papier Wealth Management 11,702 $163K 0.02% -3,168 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 11,695 $163K <0.01% +482 13F-HR Timeline Stewardship Advisors, LLC More: the full row for Stewardship Advisors, LLC 11,663 $162K 0.03% -130 13F-HR Timeline Cane Capital Partners, LLC More: the full row for Cane Capital Partners, LLC 11,621 $162K 0.06% -51 13F-HR Timeline Miller Financial Services LLC More: the full row for Miller Financial Services LLC 11,590 $161K 0.13% -3,487 13F-HR Timeline Axxion S.A. More: the full row for Axxion S.A. 11,560 $161K 0.01% 13F-HR Timeline ANCHYRA PARTNERS LLC More: the full row for ANCHYRA PARTNERS LLC 11,535 $160K 0.04% +440 13F-HR Timeline Cadent Capital Advisors, LLC More: the full row for Cadent Capital Advisors, LLC 11,499 $160K 0.03% -122 13F-HR Timeline Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 11,462 $159K <0.01% +1,411 13F-HR Timeline Income Insurance Ltd More: the full row for Income Insurance Ltd 11,398 $158K 0.09% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. MONEY CONCEPTS CAPITAL CORP More: the full row for MONEY CONCEPTS CAPITAL CORP 11,386 $158K 0.01% -728 13F-HR Timeline DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 11,376 $158K 0.03% new 13F-HR Timeline FSM Wealth Advisors, LLC More: the full row for FSM Wealth Advisors, LLC 11,375 $158K 0.02% +442 13F-HR Timeline Five Oceans Advisors More: the full row for Five Oceans Advisors 11,339 $158K 0.05% +77 13F-HR Timeline Silvant Capital Management LLC More: the full row for Silvant Capital Management LLC 11,329 $157K <0.01% 0 13F-HR Timeline Aspire Capital Advisors LLC More: the full row for Aspire Capital Advisors LLC 11,313 $157K 0.03% +1,143 13F-HR Timeline Samara Investment Management, LLC More: the full row for Samara Investment Management, LLC 11,290 $157K 0.14% 0 13F-HR Timeline INCEPTIONR LLC More: the full row for INCEPTIONR LLC 11,284 $157K 0.04% -89,801 13F-HR Timeline CKW FINANCIAL GROUP More: the full row for CKW FINANCIAL GROUP 11,411 $156K 0.02% +55 13F-HR Timeline ProVise Management Group, LLC More: the full row for ProVise Management Group, LLC 11,174 $155K 0.01% +512 13F-HR Timeline Register Financial Advisors LLC More: the full row for Register Financial Advisors LLC 11,147 $155K 0.05% +1,018 13F-HR Timeline Sivia Capital Partners, LLC More: the full row for Sivia Capital Partners, LLC 11,142 $155K 0.02% 0 13F-HR Timeline Triton Wealth Management, PLLC More: the full row for Triton Wealth Management, PLLC 11,467 $155K 0.05% +701 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 11,127 $155K 0.01% +5,601 13F-HR Timeline MCDONALD PARTNERS LLC More: the full row for MCDONALD PARTNERS LLC 11,125 $155K 0.04% new 13F-HR Timeline PARTHENON LLC More: the full row for PARTHENON LLC 11,119 $155K 0.02% 0 13F-HR Timeline GABLES CAPITAL MANAGEMENT INC. More: the full row for GABLES CAPITAL MANAGEMENT INC. 11,100 $154K 0.06% 0 13F-HR Timeline EAGLE WEALTH STRATEGIES LLC More: the full row for EAGLE WEALTH STRATEGIES LLC 11,097 $154K 0.06% -1,272 13F-HR Timeline BRADLEY FOSTER & SARGENT INC/CT More: the full row for BRADLEY FOSTER & SARGENT INC/CT 11,090 $154K <0.01% -11,630 13F-HR Timeline SUMMIT WEALTH GROUP LLC / CO More: the full row for SUMMIT WEALTH GROUP LLC / CO 11,068 $154K 0.01% -7,683 13F-HR Timeline Old Mission Investment Co LLC More: the full row for Old Mission Investment Co LLC 11,025 $153K 0.03% +2 13F-HR Timeline FORTRESS FINANCIAL GROUP, LLC More: the full row for FORTRESS FINANCIAL GROUP, LLC 10,993 $153K 0.08% -447 13F-HR/A Timeline Second Line Capital, LLC More: the full row for Second Line Capital, LLC 10,923 $152K 0.03% -1,026 13F-HR/A Timeline Insight Advisors, LLC/ PA More: the full row for Insight Advisors, LLC/ PA 10,902 $152K 0.03% new 13F-HR Timeline Allegheny Financial Group More: the full row for Allegheny Financial Group 10,874 $151K 0.02% +206 13F-HR Timeline Crestmont Private Wealth LLC More: the full row for Crestmont Private Wealth LLC 10,858 $151K 0.04% -425 13F-HR Timeline FORTEM FINANCIAL GROUP, LLC More: the full row for FORTEM FINANCIAL GROUP, LLC 10,842 $151K 0.03% -177 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 10,781 $150K 0.01% +62 13F-HR Timeline Johnson Financial Group, LLC More: the full row for Johnson Financial Group, LLC 10,780 $150K 0.01% new 13F-HR Timeline Rothschild Wealth LLC More: the full row for Rothschild Wealth LLC 10,771 $150K 0.01% new 13F-HR Timeline Maple Capital Management, Inc. More: the full row for Maple Capital Management, Inc. 10,750 $149K 0.01% -650 13F-HR Timeline Winthrop Partners - WNY, LLC More: the full row for Winthrop Partners - WNY, LLC 10,750 $149K 0.07% 0 13F-HR Timeline Transcendent Capital Group LLC More: the full row for Transcendent Capital Group LLC 10,728 $149K 0.06% +92 13F-HR Timeline 49 WEALTH MANAGEMENT, LLC More: the full row for 49 WEALTH MANAGEMENT, LLC 10,727 $149K 0.03% new 13F-HR/A Timeline ALONGSIDE, LLC More: the full row for ALONGSIDE, LLC 10,727 $149K 0.03% 13F-HR Timeline CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 10,675 $148K 0.08% -83 13F-HR Timeline Daytona Street Capital LLC More: the full row for Daytona Street Capital LLC 10,500 $147K 0.11% 0 13F-HR Timeline Legacy Wealth Partners, LLC More: the full row for Legacy Wealth Partners, LLC 10,557 $147K 0.03% -953 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 10,557 $147K 0.01% +2,886 13F-HR Timeline TritonPoint Partners, LLC in group TritonPoint Partners, LLC More: the full row for TritonPoint Partners, LLC 10,548 $147K 0.01% new 13F-HR Timeline Group First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 10,546 $147K <0.01% -2,933 13F-HR Timeline Independent Wealth Network Inc. More: the full row for Independent Wealth Network Inc. 10,525 $146K 0.04% -80 13F-HR Timeline Uncommon Cents Investing LLC More: the full row for Uncommon Cents Investing LLC 10,517 $146K 0.03% 0 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 10,513 $146K 0.01% -1,768 13F-HR Timeline Group Klingman & Associates, LLC More: the full row for Klingman & Associates, LLC 10,505 $146K 0.01% +257 13F-HR Timeline Arrow Financial Corp in group Arrow Financial Corp More: the full row for Arrow Financial Corp 10,500 $146K 0.01% 0 13F-HR Timeline Group CHAPIN DAVIS, INC. More: the full row for CHAPIN DAVIS, INC. 10,486 $146K 0.03% 0 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 10,423 $145K 0.01% -623 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 10,398 $145K 0.02% -4,391 13F-HR Timeline Successful Portfolios LLC More: the full row for Successful Portfolios LLC 10,383 $144K 0.07% -1,398 13F-HR Timeline JDH Wealth Management, LLC More: the full row for JDH Wealth Management, LLC 10,303 $143K 0.09% +80 13F-HR Timeline Yoffe Investment Management, LLC More: the full row for Yoffe Investment Management, LLC 10,234 $142K 0.16% 0 13F-HR Timeline Miramar Capital, LLC More: the full row for Miramar Capital, LLC 10,219 $142K 0.03% 0 13F-HR Timeline NATURAL INVESTMENTS, LLC More: the full row for NATURAL INVESTMENTS, LLC 10,261 $142K 0.03% new 13F-HR Timeline Strive Financial Group ,LLC More: the full row for Strive Financial Group ,LLC 10,210 $142K 0.06% 0 13F-HR/A Timeline Bolthouse Investments, LLC More: the full row for Bolthouse Investments, LLC 10,209 $142K 0.12% 0 13F-HR Timeline Quad-Cities Investment Group, LLC More: the full row for Quad-Cities Investment Group, LLC 10,177 $141K 0.05% +36 13F-HR Timeline Capital Investment Counsel, Inc More: the full row for Capital Investment Counsel, Inc 10,165 $141K 0.02% +11 13F-HR Timeline waypoint wealth counsel More: the full row for waypoint wealth counsel 10,162 $141K 0.09% -1,109 13F-HR Timeline Post Resch Tallon Group Inc. More: the full row for Post Resch Tallon Group Inc. 10,161 $141K 0.1% 0 13F-HR Timeline LaSalle St. Investment Advisors, LLC More: the full row for LaSalle St. Investment Advisors, LLC 10,145 $141K 0.02% -142 13F-HR Timeline XXI WEALTH, LLC More: the full row for XXI WEALTH, LLC 10,131 $141K 0.06% new 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 10,130 $141K <0.01% -2,355 13F-HR Timeline Group Drucker Wealth 3.0, LLC More: the full row for Drucker Wealth 3.0, LLC 10,114 $141K 0.02% new 13F-HR Timeline American Money Management, LLC More: the full row for American Money Management, LLC 10,099 $140K 0.02% -17 13F-HR Timeline Sage Investment Counsel LLC More: the full row for Sage Investment Counsel LLC 10,000 $139K 0.14% 0 13F-HR Timeline Parkway Wealth Management Group, LLC More: the full row for Parkway Wealth Management Group, LLC 10,000 $139K 0.02% 0 13F-HR Timeline SWISS RE LTD in group SWISS RE LTD More: the full row for SWISS RE LTD 9,805 $136K 0.01% new 13F-HR Timeline Group Weitzel Financial Services, Inc. More: the full row for Weitzel Financial Services, Inc. 10,107 $134K 0.05% +76 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 9,448 $131K 0.02% +365 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 8,908 $124K <0.01% +2,467 13F-HR Timeline Group Avanza Fonder AB More: the full row for Avanza Fonder AB 8,849 $123K <0.01% 0 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 8,827 $123K 0.01% +3,657 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 8,759 $122K <0.01% +760 13F-HR Timeline Group COHEN & STEERS, INC. in group COHEN & STEERS, INC. More: the full row for COHEN & STEERS, INC. 8,700 $121K <0.01% 0 13F-HR Timeline Group CHAPMAN FINANCIAL GROUP, LLC More: the full row for CHAPMAN FINANCIAL GROUP, LLC 8,640 $120K 0.08% -500 13F-HR Timeline Financial Avengers, Inc. More: the full row for Financial Avengers, Inc. 8,569 $119K 0.05% +55 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 8,475 $118K 0.02% 0 13F-HR Timeline Ascentis Wealth Management, LLC group of 2 filers holding More: the full row for Ascentis Wealth Management, LLC 8,346 $116K -2,633 Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 8,327 $116K 0.04% 0 13F-HR Timeline Ankerstar Wealth, LLC More: the full row for Ankerstar Wealth, LLC 8,294 $115K 0.1% +98 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 8,183 $114K 0.01% -234 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 8,041 $112K 0.05% +6,508 13F-HR Timeline MeadowBrook Investment Advisors LLC More: the full row for MeadowBrook Investment Advisors LLC 7,956 $111K 0.09% 0 13F-HR Timeline Bernard Wealth Management Corp. More: the full row for Bernard Wealth Management Corp. 7,857 $109K 0.04% +295 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 7,764 $108K +2,393 Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 7,727 $107K <0.01% -125 13F-HR Timeline Graney & King, LLC More: the full row for Graney & King, LLC 7,695 $107K 0.04% +7 13F-HR Timeline LifeSteps Financial, Inc. More: the full row for LifeSteps Financial, Inc. 7,588 $105K 0.05% new 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 7,508 $104K 0.04% -980 13F-HR Timeline WELLINGTON-ALTUS USA INC. More: the full row for WELLINGTON-ALTUS USA INC. 9,000 $104K 0.07% new 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 7,415 $103K <0.01% 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 7,305 $102K 0.02% +537 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 7,215 $100K <0.01% -2,390 13F-HR Timeline Aquatic Capital Management LLC More: the full row for Aquatic Capital Management LLC 7,125 $99K <0.01% new 13F-HR Timeline CoreFirst Bank & Trust More: the full row for CoreFirst Bank & Trust 7,105 $98.8K 0.05% 0 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 7,057 $98.1K 0.01% +1,509 13F-HR Timeline Cranbrook Wealth Management, LLC More: the full row for Cranbrook Wealth Management, LLC 6,901 $95.9K 0.02% 0 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 6,877 $95.6K 0.01% +756 13F-HR Timeline Markowski Investments More: the full row for Markowski Investments 6,628 $92.1K 0.02% 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 6,600 $91.7K 0.03% +2,600 13F-HR Timeline Providence Capital Advisors, LLC More: the full row for Providence Capital Advisors, LLC 6,500 $90.3K 0.01% new 13F-HR Timeline Community Bank, N.A. More: the full row for Community Bank, N.A. 6,400 $89K 0.01% +200 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 6,394 $88.9K 0.01% -94 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 6,158 $85.6K 0.01% -527 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 6,123 $85.1K <0.01% -143 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 6,076 $84.5K <0.01% -798 13F-HR Timeline Pinpoint Asset Management (Singapore) P… More: the full row for Pinpoint Asset Management (Singapore) Pte. Ltd. 5,904 $82.1K 0.02% new 13F-HR Timeline FIDUCIARY FINANCIAL ADVISORS More: the full row for FIDUCIARY FINANCIAL ADVISORS 5,385 $81.1K 0.01% new 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 5,825 $81K <0.01% -3,485 13F-HR Timeline RICHARDS, MERRILL & PETERSON, INC. More: the full row for RICHARDS, MERRILL & PETERSON, INC. 5,820 $80.9K 0.03% -1,400 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 5,779 $80.3K <0.01% -425 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 5,774 $80.3K <0.01% +526 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 5,666 $78.8K 0.01% -62 13F-HR Timeline Community Financial Services Group, LLC More: the full row for Community Financial Services Group, LLC 5,760 $78.6K 0.01% -888 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 5,603 $77.9K <0.01% -220 13F-HR Timeline BEACON INVESTMENT ADVISORY SERVICES, IN… More: the full row for BEACON INVESTMENT ADVISORY SERVICES, INC. 5,540 $77K <0.01% -3,501 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 5,405 $75.1K 0.01% +118 13F-HR Timeline Hilton Head Capital Partners, LLC More: the full row for Hilton Head Capital Partners, LLC 5,356 $74.4K 0.04% 0 13F-HR Timeline 10Elms LLP More: the full row for 10Elms LLP 5,347 $74.3K 0.03% +47 13F-HR Timeline Tripletail Wealth Management, LLC More: the full row for Tripletail Wealth Management, LLC 5,455 $72.9K 0.08% -48 13F-HR Timeline HighMark Wealth Management LLC More: the full row for HighMark Wealth Management LLC 5,152 $71.6K 0.02% +35 13F-HR Timeline Wilkerson Advisory Group LLC More: the full row for Wilkerson Advisory Group LLC 5,082 $70.6K 0.02% +1,834 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 5,000 $69.5K 0.01% +2,466 13F-HR Timeline Paladin Partners, LLC More: the full row for Paladin Partners, LLC 5,000 $69.5K 0.05% 0 13F-HR Timeline Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 4,926 $68.5K 0.02% -128 13F-HR Timeline Vision Retirement, LLC More: the full row for Vision Retirement, LLC 4,895 $68K 0.02% 0 13F-HR Timeline Advocate Investing Services LLC More: the full row for Advocate Investing Services LLC 4,800 $66.7K 0.05% 0 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 4,761 $66.2K <0.01% +422 13F-HR Timeline Finley Financial, LLC More: the full row for Finley Financial, LLC 4,725 $65.7K 0.03% 0 13F-HR Timeline Pinnacle Holdings, LLC More: the full row for Pinnacle Holdings, LLC 4,708 $65.4K 0.02% +6 13F-HR Timeline Concord Wealth Partners in group Concord Wealth Partners More: the full row for Concord Wealth Partners 4,704 $65.4K 0.01% new 13F-HR Timeline Group TD Capital Management LLC More: the full row for TD Capital Management LLC 4,428 $61.5K 0.01% -965 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 4,338 $60.3K 0.01% +4 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 4,227 $58.8K 0.01% -1,290 13F-HR Timeline POM Investment Strategies, LLC More: the full row for POM Investment Strategies, LLC 4,225 $58.7K 0.07% -3,999 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 4,109 $57.1K 0.01% +82 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 4,070 $56.6K 0.03% +101 13F-HR Timeline FLAGSHIP WEALTH ADVISORS, LLC More: the full row for FLAGSHIP WEALTH ADVISORS, LLC 4,055 $56.4K 0.01% +1,500 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 4,026 $56K 0.03% -1,000 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 4,020 $55.9K 0.01% +40 13F-HR Timeline DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 4,000 $55.6K <0.01% 0 13F-HR Timeline Napier Financial, LLC More: the full row for Napier Financial, LLC 3,977 $55.3K 0.01% +1 13F-HR Timeline Rachor Investment Advisory Services, LLC More: the full row for Rachor Investment Advisory Services, LLC 3,938 $54.7K 0.03% +27 13F-HR Timeline Owl Creek Wealth Partners LLC More: the full row for Owl Creek Wealth Partners LLC 3,898 $54.2K 0.02% 0 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 3,861 $54K 0.03% -1,511 13F-HR Timeline Spurstone Advisory Services, LLC More: the full row for Spurstone Advisory Services, LLC 3,950 $53.9K 0.74% +3,900 13F-HR Timeline MTM Investment Management, LLC More: the full row for MTM Investment Management, LLC 3,863 $53.7K 0.02% +32 13F-HR Timeline IFS Advisors, LLC More: the full row for IFS Advisors, LLC 3,795 $52.8K 0.03% 0 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 3,779 $52.5K 0.01% +107 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 3,671 $51K 0.02% +11 13F-HR Timeline WESTPAC BANKING CORP in group WESTPAC BANKING CORP More: the full row for WESTPAC BANKING CORP 3,653 $50.8K <0.01% 0 13F-HR Timeline Group Crews Bank & Trust More: the full row for Crews Bank & Trust 3,570 $49.6K 0.01% 0 13F-HR Timeline Basepoint Wealth LLC More: the full row for Basepoint Wealth LLC 3,557 $49.4K 0.03% +18 13F-HR Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 3,551 $49.4K 0.04% +135 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 3,507 $48.7K 0.01% +1,000 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 3,504 $48.7K 0.03% +13 13F-HR Timeline Harel Insurance Investments & Financial… in group Harel Insurance Investments &… More: the full row for Harel Insurance Investments & Financial Services Ltd. 3,442 $48K <0.01% +750 13F-HR Timeline Group Truvestments Capital LLC More: the full row for Truvestments Capital LLC 3,413 $47.4K 0.01% 0 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 3,412 $47.4K <0.01% -30 13F-HR Timeline Group WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 3,397 $47.2K 0.02% +26 13F-HR Timeline Silver Grove Financial Group, Inc. More: the full row for Silver Grove Financial Group, Inc. 3,329 $46.3K 0.03% new 13F-HR Timeline Trust Co More: the full row for Trust Co 3,303 $45.9K <0.01% +2,099 13F-HR Timeline THOMPSON INVESTMENT MANAGEMENT, INC. More: the full row for THOMPSON INVESTMENT MANAGEMENT, INC. 3,294 $45.8K 0.01% -100 13F-HR Timeline GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 3,244 $45.1K 0.01% 0 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 3,243 $45.1K 0.01% +695 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 3,233 $44.9K <0.01% -45 13F-HR Timeline PlanVest Financial, Inc More: the full row for PlanVest Financial, Inc 3,196 $44.4K 0.03% -193 13F-HR Timeline Carolina Wealth Advisors, LLC More: the full row for Carolina Wealth Advisors, LLC 3,195 $44.4K 0.02% -22,034 13F-HR Timeline ADIRONDACK TRUST CO More: the full row for ADIRONDACK TRUST CO 3,184 $44.3K 0.01% 0 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 3,167 $44K <0.01% -1,970 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 3,186 $43.5K <0.01% -1,694 13F-HR Timeline Costello Asset Management, INC More: the full row for Costello Asset Management, INC 3,126 $43.4K 0.01% +4 13F-HR Timeline MidFirst Bank More: the full row for MidFirst Bank 3,118 $43.3K <0.01% +7 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 3,113 $43.3K <0.01% -221 13F-HR Timeline Group Rossby Financial, LCC More: the full row for Rossby Financial, LCC 3,043 $42.3K 0.01% -2,125 13F-HR Timeline BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC More: the full row for BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 3,038 $42.2K 0.01% -200 13F-HR Timeline