Garner Asset Management Corp More: the full row for Garner Asset Management Corp 4,150 $1.42M 0.57% +129 13F-HR Timeline CAPITAL ADVISORS INC/OK More: the full row for CAPITAL ADVISORS INC/OK 4,148 $1.41M 0.02% +1 13F-HR Timeline Applied Capital LLC/FL More: the full row for Applied Capital LLC/FL 4,141 $1.41M 1.01% -329 13F-HR Timeline Oregon Pacific Wealth Management, LLC More: the full row for Oregon Pacific Wealth Management, LLC 4,122 $1.41M 1.21% -9 13F-HR Timeline SAWGRASS ASSET MANAGEMENT LLC More: the full row for SAWGRASS ASSET MANAGEMENT LLC 4,119 $1.4M 0.17% +521 13F-HR Timeline Convergence Investment Partners, LLC More: the full row for Convergence Investment Partners, LLC 4,117 $1.4M 0.32% +369 13F-HR Timeline Legacy Capital Group California, Inc. More: the full row for Legacy Capital Group California, Inc. 4,055 $1.38M 0.35% +45 13F-HR Timeline Tema ETFs LLC More: the full row for Tema ETFs LLC 4,049 $1.38M 0.11% new 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 4,036 $1.38M 0.05% +450 13F-HR Timeline Group SMITHBRIDGE ASSET MANAGEMENT INC/DE More: the full row for SMITHBRIDGE ASSET MANAGEMENT INC/DE 4,030 $1.37M 0.2% -20 13F-HR Timeline Cypress Capital Group in group Cypress Capital Group More: the full row for Cypress Capital Group 4,027 $1.37M 0.16% new 13F-HR Timeline Group Future Fund LLC More: the full row for Future Fund LLC 4,025 $1.37M 0.48% +805 13F-HR Timeline Norway Savings Bank More: the full row for Norway Savings Bank 4,023 $1.37M 0.66% +40 13F-HR Timeline Quantbot Technologies LP More: the full row for Quantbot Technologies LP 4,022 $1.37M 0.04% +1,081 13F-HR Timeline MITCHELL MCLEOD PUGH & WILLIAMS INC More: the full row for MITCHELL MCLEOD PUGH & WILLIAMS INC 3,952 $1.37M 0.22% -34 13F-HR Timeline Laird Norton Wetherby Wealth Management… More: the full row for Laird Norton Wetherby Wealth Management, LLC 4,011 $1.37M 0.06% +131 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 3,960 $1.35M 0.12% -16 13F-HR Timeline Gibbs Wealth Management More: the full row for Gibbs Wealth Management 3,943 $1.34M 0.3% -840 13F-HR Timeline Quadcap Wealth Management, LLC More: the full row for Quadcap Wealth Management, LLC 3,903 $1.33M 0.16% +2 13F-HR Timeline Three Bridge Wealth Advisors, LLC More: the full row for Three Bridge Wealth Advisors, LLC 3,901 $1.33M 0.34% -115 13F-HR Timeline Ironvine Capital Partners, LLC More: the full row for Ironvine Capital Partners, LLC 3,900 $1.33M 0.13% 0 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 3,884 $1.32M 0.03% +189 13F-HR Timeline Forza Wealth Management, LLC More: the full row for Forza Wealth Management, LLC 3,883 $1.32M 0.51% +42 13F-HR Timeline Grantham, Mayo, Van Otterloo & Co. LLC More: the full row for Grantham, Mayo, Van Otterloo & Co. LLC 3,852 $1.31M <0.01% -431 13F-HR Timeline Qtron Investments LLC More: the full row for Qtron Investments LLC 3,840 $1.31M 0.16% +1,836 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 3,836 $1.31M 0.07% +875 13F-HR Timeline Group Bluespring Wealth Management, LLC More: the full row for Bluespring Wealth Management, LLC 3,819 $1.3M 0.11% +14 13F-HR Timeline Bright Futures Wealth Management, LLC. More: the full row for Bright Futures Wealth Management, LLC. 3,817 $1.3M 1.02% 13F-HR Timeline CAPSTONE INVESTMENT ADVISORS, LLC in group CAPSTONE INVESTMENT ADVISORS,… More: the full row for CAPSTONE INVESTMENT ADVISORS, LLC 3,814 $1.3M 0.01% +2,581 13F-HR Timeline Group LRI Investments, LLC More: the full row for LRI Investments, LLC 3,808 $1.3M 0.11% 0 13F-HR Timeline DUDLEY CAPITAL MANAGEMENT, LLC More: the full row for DUDLEY CAPITAL MANAGEMENT, LLC 3,789 $1.29M 0.58% 0 13F-HR Timeline Empire Financial Management Company, LLC More: the full row for Empire Financial Management Company, LLC 3,773 $1.29M 0.29% +79 13F-HR Timeline PFW Advisors LLC More: the full row for PFW Advisors LLC 3,773 $1.29M 0.38% -18 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 3,763 $1.28M 0.08% +716 13F-HR Timeline Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 3,754 $1.28M 0.39% -85 13F-HR Timeline Whitener Capital Management, Inc. More: the full row for Whitener Capital Management, Inc. 3,748 $1.28M 0.31% +100 13F-HR Timeline BROADWATER CAPITAL MANAGEMENT LLC More: the full row for BROADWATER CAPITAL MANAGEMENT LLC 3,730 $1.27M 0.93% -1,084,162 13F-HR/A Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 3,722 $1.27M 0.02% -11 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 3,720 $1.27M 0.09% -95 13F-HR Timeline Parcion Private Wealth LLC More: the full row for Parcion Private Wealth LLC 3,716 $1.27M 0.08% +813 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 3,706 $1.26M 0.1% +2,444 13F-HR Timeline Ceeto Capital Group, LLC More: the full row for Ceeto Capital Group, LLC 3,700 $1.26M 0.37% 0 13F-HR Timeline SOUTH PLAINS FINANCIAL, INC. More: the full row for SOUTH PLAINS FINANCIAL, INC. 3,689 $1.26M 0.79% -75 13F-HR Timeline AssuredPartners Investment Advisors, LLC More: the full row for AssuredPartners Investment Advisors, LLC 3,682 $1.26M 0.28% +742 13F-HR Timeline Caption Management, LLC More: the full row for Caption Management, LLC 3,665 $1.25M 0.07% -11,600 13F-HR Timeline SHELL ASSET MANAGEMENT CO More: the full row for SHELL ASSET MANAGEMENT CO 3,657 $1.25M 0.13% -3,124 13F-HR Timeline Burford Brothers, Inc. More: the full row for Burford Brothers, Inc. 3,625 $1.24M 0.53% new 13F-HR Timeline Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 3,613 $1.23M 0.05% +821 13F-HR Timeline GUIDANCE CAPITAL, INC More: the full row for GUIDANCE CAPITAL, INC 3,502 $1.23M 0.32% +18 13F-HR Timeline 44 WEALTH MANAGEMENT LLC More: the full row for 44 WEALTH MANAGEMENT LLC 3,601 $1.23M 0.42% +26 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 3,594 $1.23M 0.05% -125 13F-HR Timeline Meriwether Wealth & Planning, LLC More: the full row for Meriwether Wealth & Planning, LLC 3,594 $1.23M 0.71% -2 13F-HR Timeline Columbia Asset Management More: the full row for Columbia Asset Management 3,583 $1.22M 0.23% +240 13F-HR Timeline LifePlan Financial, LLC More: the full row for LifePlan Financial, LLC 3,576 $1.22M 0.97% +223 13F-HR Timeline Nilsine Partners, LLC More: the full row for Nilsine Partners, LLC 3,528 $1.2M 0.11% -219 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 3,514 $1.2M 0.02% +421 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 3,512 $1.2M 0.08% +1,036 13F-HR Timeline St. Johns Investment Management Company… More: the full row for St. Johns Investment Management Company, LLC 3,501 $1.19M 0.51% +80 13F-HR Timeline Auxano Advisors, LLC More: the full row for Auxano Advisors, LLC 3,496 $1.19M 0.25% -52 13F-HR Timeline 1858 WEALTH MANAGEMENT, LLC More: the full row for 1858 WEALTH MANAGEMENT, LLC 3,485 $1.19M 0.83% +229 13F-HR Timeline RESOURCES MANAGEMENT CORP /CT/ /ADV More: the full row for RESOURCES MANAGEMENT CORP /CT/ /ADV 3,484 $1.19M 0.15% -30 13F-HR/A Timeline Ifrah Financial Services, Inc. More: the full row for Ifrah Financial Services, Inc. 3,474 $1.18M 0.31% +215 13F-HR Timeline Northern Financial Advisors Inc More: the full row for Northern Financial Advisors Inc 3,468 $1.18M 0.62% +43 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 3,459 $1.18M 0.04% +679 13F-HR Timeline Oak Thistle LLC More: the full row for Oak Thistle LLC 3,447 $1.18M 0.18% new 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 3,431 $1.17M 0.04% +77 13F-HR Timeline 2UniFi Bank More: the full row for 2UniFi Bank 3,417 $1.17M 0.58% +40 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 3,411 $1.16M 0.09% +28 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 3,407 $1.16M 0.03% -497 13F-HR Timeline Chesapeake Wealth Management More: the full row for Chesapeake Wealth Management 3,407 $1.16M 0.35% -5 13F-HR Timeline Triangle Securities Wealth Management More: the full row for Triangle Securities Wealth Management 3,403 $1.16M 0.26% -60 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. SANDERS MORRIS HARRIS LLC More: the full row for SANDERS MORRIS HARRIS LLC 3,400 $1.16M 0.15% new 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 3,398 $1.16M 0.14% +204 13F-HR Timeline MQS Management LLC More: the full row for MQS Management LLC 3,391 $1.16M 0.67% new 13F-HR Timeline Orca Wealth Management, LLC More: the full row for Orca Wealth Management, LLC 3,387 $1.16M 0.87% 0 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 3,387 $1.15M 0.07% -176 13F-HR Timeline Verity Asset Management, Inc. More: the full row for Verity Asset Management, Inc. 3,384 $1.15M 0.38% +1,676 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 3,373 $1.15M 0.06% -247 13F-HR Timeline BAILARD, INC. More: the full row for BAILARD, INC. 3,368 $1.15M 0.02% -33 13F-HR Timeline COUNTRY CLUB BANK More: the full row for COUNTRY CLUB BANK 3,450 $1.15M 0.07% 0 13F-HR Timeline denkapparat Operations GmbH More: the full row for denkapparat Operations GmbH 3,360 $1.15M 0.73% +716 13F-HR Timeline RMR Capital Management, LLC More: the full row for RMR Capital Management, LLC 3,357 $1.14M 0.8% 0 13F-HR Timeline McGlone Suttner Wealth Management, Inc. More: the full row for McGlone Suttner Wealth Management, Inc. 3,340 $1.14M 0.16% +144 13F-HR Timeline JMAC ENTERPRISES LLC More: the full row for JMAC ENTERPRISES LLC 3,337 $1.14M 0.23% 0 13F-HR Timeline PEDDOCK CAPITAL ADVISORS, LLC More: the full row for PEDDOCK CAPITAL ADVISORS, LLC 3,335 $1.14M 0.25% 0 13F-HR Timeline Inscription Capital, LLC More: the full row for Inscription Capital, LLC 3,308 $1.13M 0.12% +1,197 13F-HR Timeline LOGAN CAPITAL MANAGEMENT INC More: the full row for LOGAN CAPITAL MANAGEMENT INC 3,300 $1.13M 0.05% 0 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 3,295 $1.12M 0.03% +12 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 3,290 $1.12M 0.1% +135 13F-HR Timeline TOCQUEVILLE ASSET MANAGEMENT L.P. in group TOCQUEVILLE ASSET MANAGEMENT … More: the full row for TOCQUEVILLE ASSET MANAGEMENT L.P. 3,285 $1.12M 0.02% 0 13F-HR Timeline Group Beacon Bank & Trust More: the full row for Beacon Bank & Trust 3,276 $1.12M 0.24% 0 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 3,361 $1.12M 0.07% +1,553 13F-HR Timeline SUMMIT WEALTH GROUP LLC / CO More: the full row for SUMMIT WEALTH GROUP LLC / CO 5,053 $1.12M 0.12% +3,321 13F-HR Timeline Mengis Capital Management, Inc. More: the full row for Mengis Capital Management, Inc. 3,273 $1.12M 0.22% -50 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 3,272 $1.12M 0.03% -100 13F-HR Timeline Group Evercore Wealth Management, LLC More: the full row for Evercore Wealth Management, LLC 3,262 $1.11M 0.02% 0 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 3,252 $1.11M 0.04% +483 13F-HR Timeline CONGRESS ASSET MANAGEMENT CO More: the full row for CONGRESS ASSET MANAGEMENT CO 3,232 $1.1M 0.01% -1,353 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 3,231 $1.1M 0.04% -42 13F-HR Timeline TRITONPOINT WEALTH, LLC in group TritonPoint Partners, LLC More: the full row for TRITONPOINT WEALTH, LLC 3,229 $1.1M 0.09% -105 13F-HR Timeline Group Murphy, Middleton, Hinkle & Parker, Inc. More: the full row for Murphy, Middleton, Hinkle & Parker, Inc. 3,218 $1.1M 0.54% +2 13F-HR Timeline AMG National Trust Bank More: the full row for AMG National Trust Bank 3,213 $1.1M 0.03% +188 13F-HR Timeline CHILTON INVESTMENT CO INC. More: the full row for CHILTON INVESTMENT CO INC. 3,207 $1.09M 0.02% +2,148 13F-HR Timeline Lombard Odier Asset Management (USA) Co… More: the full row for Lombard Odier Asset Management (USA) Corp 3,206 $1.09M 0.25% new 13F-HR Timeline WADDELL & ASSOCIATES, LLC More: the full row for WADDELL & ASSOCIATES, LLC 3,203 $1.09M 0.09% +1,088 13F-HR Timeline Alpha Omega Wealth Management LLC More: the full row for Alpha Omega Wealth Management LLC 3,202 $1.09M 0.18% 0 13F-HR/A Timeline ARVEST INVESTMENTS, INC. More: the full row for ARVEST INVESTMENTS, INC. 3,201 $1.09M 0.16% -3,206 13F-HR Timeline Fulton Bank, N.A. More: the full row for Fulton Bank, N.A. 3,201 $1.09M 0.04% -25 13F-HR Timeline COMMONS CAPITAL, LLC More: the full row for COMMONS CAPITAL, LLC 3,200 $1.09M 0.73% +18 13F-HR Timeline Sierra Legacy Group More: the full row for Sierra Legacy Group 3,199 $1.09M 0.81% -8 13F-HR Timeline Integrated Quantitative Investments LLC More: the full row for Integrated Quantitative Investments LLC 3,197 $1.09M 0.31% new 13F-HR Timeline BOS Asset Management, LLC More: the full row for BOS Asset Management, LLC 3,195 $1.09M 0.31% +242 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 3,194 $1.09M 0.05% +1,161 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 3,194 $1.09M 0.03% -296 13F-HR Timeline Group Kingsman Wealth Management, Inc. More: the full row for Kingsman Wealth Management, Inc. 3,186 $1.09M 0.6% new 13F-HR Timeline Caerus Investment Advisors, LLC More: the full row for Caerus Investment Advisors, LLC 3,185 $1.09M 0.44% new 13F-HR Timeline BANK OF STOCKTON More: the full row for BANK OF STOCKTON 3,174 $1.08M 0.31% -284 13F-HR Timeline United Asset Strategies, Inc. More: the full row for United Asset Strategies, Inc. 3,170 $1.08M 0.09% +110 13F-HR Timeline Sienna Gestion More: the full row for Sienna Gestion 3,463 $1.08M 0.08% 0 13F-HR Timeline Paragon Private Wealth Management, LLC More: the full row for Paragon Private Wealth Management, LLC 3,158 $1.08M 0.35% +63 13F-HR Timeline 180 WEALTH ADVISORS, LLC More: the full row for 180 WEALTH ADVISORS, LLC 3,156 $1.08M 0.13% -11 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 3,153 $1.08M 0.04% +1,282 13F-HR Timeline Applied Finance Capital Management, LLC More: the full row for Applied Finance Capital Management, LLC 3,137 $1.07M 0.08% -504 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 3,135 $1.07M 0.02% +152 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 3,125 $1.07M 0.02% +414 13F-HR Timeline LVZ, Inc. More: the full row for LVZ, Inc. 3,114 $1.06M 0.12% +520 13F-HR Timeline Bridgefront Capital, LLC More: the full row for Bridgefront Capital, LLC 3,103 $1.06M 0.31% +802 13F-HR Timeline PITTENGER & ANDERSON INC More: the full row for PITTENGER & ANDERSON INC 3,099 $1.06M 0.04% -65 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 3,098 $1.06M 0.04% +498 13F-HR Timeline TWIN CITY PRIVATE WEALTH, LLC More: the full row for TWIN CITY PRIVATE WEALTH, LLC 3,098 $1.06M 0.82% +62 13F-HR Timeline Arbor Wealth Advisors LLC More: the full row for Arbor Wealth Advisors LLC 3,095 $1.06M 0.79% 0 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 3,087 $1.05M 0.06% +103 13F-HR Timeline Keystone Financial Services More: the full row for Keystone Financial Services 3,081 $1.05M 0.33% +233 13F-HR Timeline Berger Financial Group, Inc More: the full row for Berger Financial Group, Inc 3,068 $1.05M 0.06% +18 13F-HR Timeline VeraBank, N.A. More: the full row for VeraBank, N.A. 3,067 $1.05M 0.2% -158 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 2,996 $1.03M 0.04% +200 13F-HR Timeline J.P. Marvel Investment Advisors, LLC More: the full row for J.P. Marvel Investment Advisors, LLC 3,000 $1.02M 0.15% 0 13F-HR Timeline Kassira Wealth Management LLC More: the full row for Kassira Wealth Management LLC 2,996 $1.02M 0.98% 13F-HR Timeline Strategies Wealth Advisors, LLC More: the full row for Strategies Wealth Advisors, LLC 2,994 $1.02M 0.11% -1,010 13F-HR Timeline CASTLEKEEP INVESTMENT ADVISORS LLC More: the full row for CASTLEKEEP INVESTMENT ADVISORS LLC 2,984 $1.02M 0.48% -1,616 13F-HR Timeline Sippican Capital Advisors More: the full row for Sippican Capital Advisors 2,979 $1.02M 0.67% 0 13F-HR Timeline Williams Jones Wealth Management, LLC. More: the full row for Williams Jones Wealth Management, LLC. 2,966 $1.01M 0.01% -750 13F-HR Timeline Davis Capital Management More: the full row for Davis Capital Management 2,954 $1.01M 0.7% 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 2,949 $1.01M 0.02% +128 13F-HR Timeline HOLDERNESS INVESTMENTS CO More: the full row for HOLDERNESS INVESTMENTS CO 2,949 $1.01M 0.21% -25 13F-HR Timeline Mendel Money Management More: the full row for Mendel Money Management 2,948 $1.01M 0.42% 0 13F-HR Timeline Richwood Investment Advisors, LLC More: the full row for Richwood Investment Advisors, LLC 2,948 $1.01M 0.79% 0 13F-HR Timeline Alliance Wealth Advisors, LLC /UT More: the full row for Alliance Wealth Advisors, LLC /UT 2,939 $1M 0.23% -251 13F-HR Timeline Second Half Financial Partners, LLC More: the full row for Second Half Financial Partners, LLC 2,936 $1M 0.44% 0 13F-HR Timeline Loudon Investment Management, LLC More: the full row for Loudon Investment Management, LLC 2,935 $1M 0.52% +145 13F-HR Timeline Creekmur Asset Management LLC More: the full row for Creekmur Asset Management LLC 2,933 $1M 0.17% +52 13F-HR Timeline Apexium Financial, LP More: the full row for Apexium Financial, LP 2,927 $998K 0.05% -11 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 2,918 $995K 0.26% -55 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 2,909 $992K 0.01% +567 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 2,910 $992K 0.05% +154 13F-HR Timeline one8zero8, LLC More: the full row for one8zero8, LLC 2,900 $989K 0.21% 0 13F-HR Timeline Prostatis Group LLC More: the full row for Prostatis Group LLC 2,889 $985K 0.25% +42 13F-HR Timeline Widmann Financial Services, Inc. More: the full row for Widmann Financial Services, Inc. 2,864 $977K 0.61% +65 13F-HR Timeline Waterloo Capital, L.P. More: the full row for Waterloo Capital, L.P. 2,858 $974K 0.07% +360 13F-HR Timeline Kentucky Trust Co More: the full row for Kentucky Trust Co 2,853 $973K 0.53% +100 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 3,262 $960K 0.08% 0 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 2,811 $958K 0.07% +859 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 2,809 $958K 0.01% +177 13F-HR Timeline Group Avantax Planning Partners, Inc. More: the full row for Avantax Planning Partners, Inc. 2,805 $957K 0.03% -293 13F-HR Timeline Mattern Wealth Management LLC More: the full row for Mattern Wealth Management LLC 2,801 $955K 0.19% -50 13F-HR Timeline ADIRONDACK TRUST CO More: the full row for ADIRONDACK TRUST CO 2,785 $950K 0.32% -12 13F-HR Timeline Midwest Trust Co More: the full row for Midwest Trust Co 2,779 $948K 0.01% +19 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 2,777 $947K 0.06% +619 13F-HR Timeline Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 2,774 $946K 0.02% +1,158 13F-HR Timeline Garrett Wealth Advisory Group, LLC More: the full row for Garrett Wealth Advisory Group, LLC 2,762 $942K 0.18% +310 13F-HR Timeline Amica Retiree Medical Trust More: the full row for Amica Retiree Medical Trust 2,758 $940K 1.28% 0 13F-HR Timeline Regent Peak Wealth Advisors LLC More: the full row for Regent Peak Wealth Advisors LLC 2,747 $937K 0.19% 13F-HR Timeline Jump Financial, LLC in group Jump Financial, LLC More: the full row for Jump Financial, LLC 2,746 $936K 0.01% -1,656 13F-HR/A Timeline Group PINEBRIDGE INVESTMENTS, L.P. More: the full row for PINEBRIDGE INVESTMENTS, L.P. 2,745 $936K 0.01% new 13F-HR Timeline Texas Bank & Trust Co More: the full row for Texas Bank & Trust Co 2,740 $934K 0.35% +26 13F-HR Timeline Perpetual Ltd in group Perpetual Ltd More: the full row for Perpetual Ltd 2,735 $933K 0.01% +472 13F-HR Timeline Group Hickory Point Bank & Trust More: the full row for Hickory Point Bank & Trust 2,730 $931K 0.7% -5 13F-HR Timeline STEVENS CAPITAL MANAGEMENT LP More: the full row for STEVENS CAPITAL MANAGEMENT LP 2,720 $928K 0.12% new 13F-HR Timeline Wellington Shields Capital Management, … group of 2 filers holding More: the full row for Wellington Shields Capital Management, LLC 2,714 $925K +39 Timeline CHESAPEAKE CAPITAL CORP /IL/ More: the full row for CHESAPEAKE CAPITAL CORP /IL/ 2,686 $916K 0.82% 13F-HR Timeline GATEWAY INVESTMENT ADVISERS LLC More: the full row for GATEWAY INVESTMENT ADVISERS LLC 2,676 $912K 0.01% -16 13F-HR Timeline Kovack Advisors, Inc. 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