Argyle Capital Partners, LLC More: the full row for Argyle Capital Partners, LLC 24,555 $1.88M 1.35% -3,744 13F-HR Timeline SIG BROKERAGE, LP More: the full row for SIG BROKERAGE, LP 24,152 $1.85M 0.46% +3,500 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 24,061 $1.84M 0.06% +5,746 13F-HR Timeline Group TORONTO DOMINION BANK in group TORONTO DOMINION BANK More: the full row for TORONTO DOMINION BANK 23,996 $1.83M <0.01% +1,896 13F-HR Timeline Group Capital Markets Trading UK LLP More: the full row for Capital Markets Trading UK LLP 23,947 $1.83M 1.87% -45,275 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 23,868 $1.82M 0.85% -6,806 13F-HR Timeline Jefferies Financial Group Inc. in group Jefferies Financial Group Inc. More: the full row for Jefferies Financial Group Inc. 23,800 $1.82M 0.02% +13,800 13F-HR Timeline Group Cutler Capital Management, LLC More: the full row for Cutler Capital Management, LLC 23,657 $1.81M 0.58% -795 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 23,650 $1.81M 0.09% +6,009 13F-HR Timeline Vanguard Capital Wealth Advisors More: the full row for Vanguard Capital Wealth Advisors 23,535 $1.8M 1.44% +2,610 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Independent Advisor Alliance More: the full row for Independent Advisor Alliance 23,412 $1.79M 0.05% +11,107 13F-HR Timeline PATRIOT INVESTMENT MANAGEMENT GROUP, IN… More: the full row for PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 23,345 $1.78M 0.12% 0 13F-HR Timeline FIRST AMERICAN TRUST, FSB More: the full row for FIRST AMERICAN TRUST, FSB 23,214 $1.77M 0.13% +5,543 13F-HR Timeline JUNCTURE WEALTH STRATEGIES, LLC More: the full row for JUNCTURE WEALTH STRATEGIES, LLC 23,210 $1.77M 0.59% -937 13F-HR Timeline Lionsbridge Wealth Management LLC More: the full row for Lionsbridge Wealth Management LLC 23,118 $1.77M 1.74% new 13F-HR Timeline Mirador Capital Partners LP More: the full row for Mirador Capital Partners LP 23,079 $1.76M 0.25% +2,641 13F-HR Timeline Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 22,887 $1.75M +2,225 Timeline BARD ASSOCIATES INC More: the full row for BARD ASSOCIATES INC 22,397 $1.71M 0.45% -2,968 13F-HR Timeline Trademark Financial Management, LLC More: the full row for Trademark Financial Management, LLC 22,108 $1.69M 0.98% +1,241 13F-HR Timeline Geneva Partners, LLC More: the full row for Geneva Partners, LLC 22,000 $1.68M 0.61% +6,000 13F-HR Timeline Williams & Novak Wealth Management, LLC More: the full row for Williams & Novak Wealth Management, LLC 21,835 $1.67M 1.28% +2,380 13F-HR Timeline HAP Trading, LLC More: the full row for HAP Trading, LLC 21,755 $1.66M 0.46% 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 21,694 $1.66M 0.1% +1,046 13F-HR Timeline KEATING INVESTMENT COUNSELORS INC More: the full row for KEATING INVESTMENT COUNSELORS INC 21,350 $1.63M 0.47% 0 13F-HR Timeline NATIXIS in group Natixis Investment Managers More: the full row for NATIXIS 21,307 $1.63M 0.01% -5,441 13F-HR Timeline Group Seneca Financial Advisors LLC More: the full row for Seneca Financial Advisors LLC 21,272 $1.63M 0.53% +46 13F-HR Timeline Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 21,243 $1.62M 0.21% +14,630 13F-HR Timeline Ameliora Wealth Management Ltd. More: the full row for Ameliora Wealth Management Ltd. 21,066 $1.61M 0.54% +19,651 13F-HR Timeline DUFF & PHELPS INVESTMENT MANAGEMENT CO More: the full row for DUFF & PHELPS INVESTMENT MANAGEMENT CO 20,980 $1.6M 0.02% -1,950 13F-HR Timeline Bay Colony Advisory Group, Inc d/b/a Ba… More: the full row for Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 20,960 $1.6M 0.19% +306 13F-HR Timeline COUNTRY CLUB BANK More: the full row for COUNTRY CLUB BANK 21,141 $1.6M 0.09% -93 13F-HR Timeline Hennion & Walsh Asset Management, Inc. More: the full row for Hennion & Walsh Asset Management, Inc. 20,932 $1.6M 0.06% +179 13F-HR Timeline SHEETS SMITH WEALTH MANAGEMENT More: the full row for SHEETS SMITH WEALTH MANAGEMENT 20,866 $1.59M 0.18% -57 13F-HR Timeline Tradewinds, LLC. More: the full row for Tradewinds, LLC. 20,522 $1.57M 0.38% new 13F-HR Timeline Brookwood Investment Group LLC More: the full row for Brookwood Investment Group LLC 20,445 $1.56M 0.2% +6,472 13F-HR Timeline NATURAL INVESTMENTS, LLC More: the full row for NATURAL INVESTMENTS, LLC 63,705 $1.56M 0.39% new 13F-HR Timeline Regal Partners Ltd in group Regal Partners Ltd More: the full row for Regal Partners Ltd 20,329 $1.55M 0.11% +15,000 13F-HR Timeline Group MARATHON CAPITAL MANAGEMENT More: the full row for MARATHON CAPITAL MANAGEMENT 20,146 $1.54M 0.35% -1,425 13F-HR Timeline Americana Partners, LLC More: the full row for Americana Partners, LLC 20,040 $1.53M 0.05% +7,941 13F-HR Timeline Community Bank, N.A. More: the full row for Community Bank, N.A. 20,000 $1.53M 0.18% 0 13F-HR Timeline Legacy Wealth Managment, LLC/ID in group Legacy Wealth Managment, LLC/… More: the full row for Legacy Wealth Managment, LLC/ID 19,956 $1.52M 0.69% +19,656 13F-HR Timeline Group SFG Wealth Management, LLC. More: the full row for SFG Wealth Management, LLC. 19,806 $1.51M 0.66% +92 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 19,701 $1.51M 0.02% +1,086 13F-HR Timeline SUMITOMO MITSUI FINANCIAL GROUP, INC. in group SUMITOMO MITSUI FINANCIAL GRO… More: the full row for SUMITOMO MITSUI FINANCIAL GROUP, INC. 19,503 $1.49M 0.03% +105 13F-HR Timeline Group Payne Capital LLC More: the full row for Payne Capital LLC 19,495 $1.49M 1.51% 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 18,795 $1.44M 0.07% -365 13F-HR Timeline Columbus Macro, LLC More: the full row for Columbus Macro, LLC 18,790 $1.44M 0.16% 0 13F-HR Timeline Constant Guidance Financial LLC More: the full row for Constant Guidance Financial LLC 18,762 $1.43M 1.14% new 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 18,653 $1.43M 0.01% new 13F-HR Timeline Group SCHWARTZ INVESTMENT COUNSEL INC More: the full row for SCHWARTZ INVESTMENT COUNSEL INC 18,650 $1.42M 0.05% 0 13F-HR Timeline Allegheny Financial Group More: the full row for Allegheny Financial Group 18,628 $1.42M 0.27% -157 13F-HR Timeline MAINSTAY CAPITAL MANAGEMENT LLC /ADV More: the full row for MAINSTAY CAPITAL MANAGEMENT LLC /ADV 18,598 $1.42M 0.14% new 13F-HR Timeline Bellevue Group AG in group Bellevue Group AG More: the full row for Bellevue Group AG 18,500 $1.41M 0.03% -7,700 13F-HR Timeline Group Argent Trust Co More: the full row for Argent Trust Co 18,432 $1.41M 0.05% 0 13F-HR Timeline Stamos Capital Partners, L.P. More: the full row for Stamos Capital Partners, L.P. 18,337 $1.4M 0.26% -24,114 13F-HR Timeline Citizens National Bank Trust Department More: the full row for Citizens National Bank Trust Department 18,204 $1.39M 0.25% +3,344 13F-HR Timeline IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVA… More: the full row for IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVATE Ltd 18,000 $1.38M 1.86% new 13F-HR Timeline WT Wealth Management More: the full row for WT Wealth Management 17,838 $1.36M 0.39% +1,051 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 17,638 $1.35M 0.03% +3,971 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 17,604 $1.34M 0.04% +1,257 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 17,600 $1.34M 0.07% +1,222 13F-HR Timeline MSH Capital Advisors LLC More: the full row for MSH Capital Advisors LLC 17,433 $1.33M 0.36% -51,136 13F-HR Timeline GUYASUTA INVESTMENT ADVISORS INC More: the full row for GUYASUTA INVESTMENT ADVISORS INC 17,405 $1.33M 0.08% 0 13F-HR Timeline Fort Sheridan Advisors LLC More: the full row for Fort Sheridan Advisors LLC 17,378 $1.33M 0.17% 0 13F-HR Timeline Gainplan LLC More: the full row for Gainplan LLC 17,333 $1.32M 0.56% -5,671 13F-HR Timeline STANSBERRY ASSET MANAGEMENT, LLC More: the full row for STANSBERRY ASSET MANAGEMENT, LLC 17,171 $1.31M 0.14% +2,392 13F-HR Timeline Rock Point Advisors, LLC More: the full row for Rock Point Advisors, LLC 17,062 $1.3M 0.35% -650 13F-HR Timeline Cushing Capital Partners, LLC More: the full row for Cushing Capital Partners, LLC 17,058 $1.3M 1.02% -2,854 13F-HR Timeline CAPITAL MANAGEMENT ASSOCIATES /NY/ More: the full row for CAPITAL MANAGEMENT ASSOCIATES /NY/ 17,000 $1.3M 1.94% 0 13F-HR Timeline Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 16,993 $1.3M 0.02% 0 13F-HR Timeline BALDWIN WEALTH PARTNERS LLC/MA More: the full row for BALDWIN WEALTH PARTNERS LLC/MA 16,954 $1.3M 0.08% +1,534 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 16,897 $1.29M 0.08% +571 13F-HR Timeline Financial Advocates Investment Manageme… More: the full row for Financial Advocates Investment Management 16,749 $1.28M 0.72% -7,477 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 16,610 $1.27M 0.06% -7,993 13F-HR Timeline Group Pettinga Financial Advisors LLC More: the full row for Pettinga Financial Advisors LLC 16,458 $1.26M 0.25% -1,350 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 16,337 $1.25M 0.06% -718 13F-HR Timeline Lane Generational LLC More: the full row for Lane Generational LLC 16,201 $1.24M 1.03% -2,441 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 16,135 $1.23M <0.01% -771 13F-HR Timeline Group Decker Retirement Planning Inc. More: the full row for Decker Retirement Planning Inc. 16,102 $1.23M 0.68% -107,168 13F-HR Timeline Secure Asset Management, LLC More: the full row for Secure Asset Management, LLC 15,885 $1.23M 0.2% -6,222 13F-HR Timeline MMBG INVESTMENT ADVISORS CO. More: the full row for MMBG INVESTMENT ADVISORS CO. 16,020 $1.22M 0.11% 0 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 15,579 $1.2M 0.04% +7 13F-HR Timeline DEUTSCHE BANK AG\ in group DEUTSCHE BANK AG\ More: the full row for DEUTSCHE BANK AG\ 15,672 $1.2M <0.01% +2,972 13F-HR Timeline Group Shorepoint Capital Partners LLC More: the full row for Shorepoint Capital Partners LLC 15,565 $1.19M 0.24% 13F-HR Timeline GeoSphere Capital Management, LLC More: the full row for GeoSphere Capital Management, LLC 15,202 $1.16M 0.89% -13,237 13F-HR Timeline Seelaus Asset Management LLC More: the full row for Seelaus Asset Management LLC 15,157 $1.16M 0.92% -200 13F-HR/A Timeline Corecam Pte. Ltd. More: the full row for Corecam Pte. Ltd. 14,940 $1.14M 0.61% -17,770 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 14,898 $1.14M 0.1% 0 13F-HR Timeline Indie Asset Partners, LLC More: the full row for Indie Asset Partners, LLC 14,844 $1.13M 1.51% 0 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 14,810 $1.13M 0.02% new 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 14,613 $1.12M 0.03% +442 13F-HR Timeline Group Mezzasalma Advisors, LLC More: the full row for Mezzasalma Advisors, LLC 14,550 $1.11M 0.28% 0 13F-HR Timeline Gotham Asset Management, LLC More: the full row for Gotham Asset Management, LLC 14,510 $1.11M <0.01% 0 13F-HR Timeline Verity Asset Management, Inc. More: the full row for Verity Asset Management, Inc. 14,342 $1.1M 0.36% +414 13F-HR Timeline RENAISSANCE TECHNOLOGIES LLC More: the full row for RENAISSANCE TECHNOLOGIES LLC 14,300 $1.09M <0.01% -107,000 13F-HR Timeline Schneider Downs Wealth Management Advis… More: the full row for Schneider Downs Wealth Management Advisors, LP 14,249 $1.09M 0.13% 0 13F-HR Timeline Hudson Value Partners, LLC More: the full row for Hudson Value Partners, LLC 14,087 $1.08M 0.34% +1,086 13F-HR Timeline Coordinated Financial Services, Inc. More: the full row for Coordinated Financial Services, Inc. 13,958 $1.07M 0.68% -7,125 13F-HR Timeline Kiker Wealth Management, LLC More: the full row for Kiker Wealth Management, LLC 13,948 $1.07M 0.54% -149 13F-HR Timeline Chemistry Wealth Management LLC More: the full row for Chemistry Wealth Management LLC 13,909 $1.06M 0.21% +136 13F-HR Timeline Wellington Shields Capital Management, … in group Wellington Shields Capital Ma… More: the full row for Wellington Shields Capital Management, LLC 13,900 $1.06M 0.16% 0 13F-HR Timeline Group Game Creek Capital, LP More: the full row for Game Creek Capital, LP 13,800 $1.05M 0.45% -2,825 13F-HR Timeline Phraction Management LLC More: the full row for Phraction Management LLC 13,770 $1.05M 0.3% +2,915 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 13,752 $1.05M 0.06% -268 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 13,618 $1.04M 0.02% +400 13F-HR Timeline Group Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 13,552 $1.04M 0.02% +2,855 13F-HR Timeline Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 13,545 $1.03M 0.09% +397 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 13,469 $1.03M 0.03% -717 13F-HR Timeline SeaBridge Investment Advisors LLC More: the full row for SeaBridge Investment Advisors LLC 13,411 $1.02M 0.17% +2,477 13F-HR Timeline J. Safra Sarasin Holding AG in group J. Safra Sarasin Holding AG More: the full row for J. Safra Sarasin Holding AG 13,329 $1.02M 0.02% -13,019 13F-HR Timeline Group PKS Advisory Services, LLC More: the full row for PKS Advisory Services, LLC 13,294 $1.02M 0.21% +340 13F-HR Timeline Glenmede Investment Management, LP More: the full row for Glenmede Investment Management, LP 13,236 $1.01M <0.01% -1,075 13F-HR Timeline 4WEALTH ADVISORS, INC. More: the full row for 4WEALTH ADVISORS, INC. 13,215 $1.01M 0.93% -2,168 13F-HR Timeline CURA WEALTH ADVISORS, LLC More: the full row for CURA WEALTH ADVISORS, LLC 13,214 $1.01M 0.39% -900 13F-HR Timeline MERIDIAN INVESTMENT COUNSEL INC. More: the full row for MERIDIAN INVESTMENT COUNSEL INC. 13,090 $1M 0.25% 0 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 13,017 $994K 0.06% +2,145 13F-HR Timeline Carnegie Lake Advisors LLC More: the full row for Carnegie Lake Advisors LLC 12,900 $986K 0.38% 0 13F-HR Timeline GenTrust, LLC More: the full row for GenTrust, LLC 12,874 $984K 0.04% -200 13F-HR Timeline Formidable Asset Management, LLC More: the full row for Formidable Asset Management, LLC 18,789 $978K 0.15% -1,815 13F-HR Timeline Wealthcare Advisory Partners LLC group of 2 filers holding More: the full row for Wealthcare Advisory Partners LLC 12,745 $974K +2,695 Timeline Fortis Capital Management LLC More: the full row for Fortis Capital Management LLC 12,642 $966K 0.14% -45 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 12,592 $962K 0.01% new 13F-HR Timeline MANUFACTURERS LIFE INSURANCE COMPANY, T… in group MANUFACTURERS LIFE INSURANCE … More: the full row for MANUFACTURERS LIFE INSURANCE COMPANY, THE 12,580 $961K <0.01% -16,165 13F-HR Timeline Group Worth Asset Management, LLC More: the full row for Worth Asset Management, LLC 12,413 $948K 0.43% -687 13F-HR Timeline Daiwa Securities Group Inc. in group Daiwa Securities Group Inc. More: the full row for Daiwa Securities Group Inc. 12,400 $947K <0.01% -1,700 13F-HR Timeline Group Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 12,393 $947K 0.06% +3,902 13F-HR Timeline Group US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 12,386 $946K <0.01% +587 13F-HR Timeline Group Plancorp, LLC More: the full row for Plancorp, LLC 12,287 $939K 0.03% 0 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 12,252 $936K 0.08% +1,765 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 12,139 $927K 0.07% -1,897 13F-HR Timeline VERUS CAPITAL PARTNERS, LLC More: the full row for VERUS CAPITAL PARTNERS, LLC 12,073 $922K 0.07% -6,633 13F-HR/A Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 12,021 $918K 0.05% +121 13F-HR Timeline SOUTHPORT MANAGEMENT, L.L.C. in group SOUTHPORT MANAGEMENT, L.L.C. More: the full row for SOUTHPORT MANAGEMENT, L.L.C. 12,000 $917K 3.78% 0 13F-HR Timeline Group BOYUM WEALTH ARCHITECTS LLC More: the full row for BOYUM WEALTH ARCHITECTS LLC 11,954 $913K 0.56% -2,407 13F-HR Timeline MCCARTER PRIVATE WEALTH SERVICES LLC More: the full row for MCCARTER PRIVATE WEALTH SERVICES LLC 11,937 $912K 0.47% +100 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 11,902 $909K 0.07% +589 13F-HR Timeline Compagnie Lombard Odier SCmA More: the full row for Compagnie Lombard Odier SCmA 11,900 $909K 0.01% new 13F-HR Timeline Meridian Wealth Advisors, LLC More: the full row for Meridian Wealth Advisors, LLC 11,870 $907K 0.13% 0 13F-HR Timeline Guardian Partners Inc. More: the full row for Guardian Partners Inc. 11,650 $899K 0.08% -102,200 13F-HR Timeline Next Capital Management LLC More: the full row for Next Capital Management LLC 11,752 $898K 0.3% 0 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 11,631 $889K 0.03% -4,002 13F-HR Timeline PETRA FINANCIAL ADVISORS INC More: the full row for PETRA FINANCIAL ADVISORS INC 11,598 $886K 0.52% new 13F-HR Timeline Stack Financial Management, Inc More: the full row for Stack Financial Management, Inc 11,578 $885K 0.07% -5,379 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 11,538 $882K 0.05% 0 13F-HR Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 11,376 $869K 0.01% -1,122 13F-HR Timeline Group Autumn Glory Partners, LLC More: the full row for Autumn Glory Partners, LLC 11,250 $860K 0.35% 0 13F-HR Timeline Rathbones Group PLC More: the full row for Rathbones Group PLC 11,227 $858K <0.01% -2,700 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 11,216 $857K 0.01% +234 13F-HR Timeline Arrowpoint Investment Partners (Singapo… in group Arrowpoint Investment Partner… More: the full row for Arrowpoint Investment Partners (Singapore) Pte. Ltd. 11,100 $848K 1.24% new 13F-HR Timeline Group MIZUHO FINANCIAL GROUP INC group of 3 filers holding More: the full row for MIZUHO FINANCIAL GROUP INC 11,094 $848K -68,835 Timeline White Lighthouse Investment Management … More: the full row for White Lighthouse Investment Management Inc. 11,082 $847K 0.13% -996 13F-HR Timeline PRELUDE CAPITAL MANAGEMENT, LLC More: the full row for PRELUDE CAPITAL MANAGEMENT, LLC 11,068 $846K 0.07% -3,992 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 11,025 $842K 0.07% -25 13F-HR Timeline FIRST TRUST ADVISORS LP in group FIRST TRUST ADVISORS LP More: the full row for FIRST TRUST ADVISORS LP 11,000 $840K <0.01% new 13F-HR Timeline Group PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 10,954 $837K 0.01% -3,233 13F-HR Timeline Group HBW ADVISORY SERVICES LLC More: the full row for HBW ADVISORY SERVICES LLC 10,902 $833K 0.09% -1,618 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 10,874 $831K 0.02% +15 13F-HR Timeline Group Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 10,833 $828K 0.04% +579 13F-HR Timeline Darden Wealth Group Inc More: the full row for Darden Wealth Group Inc 10,788 $824K 0.43% new 13F-HR Timeline WESPAC Advisors SoCal, LLC More: the full row for WESPAC Advisors SoCal, LLC 10,765 $822K 0.17% -500 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 10,690 $817K 0.06% -371 13F-HR Timeline Lumbard & Kellner, LLC More: the full row for Lumbard & Kellner, LLC 10,684 $816K 0.3% new 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 10,545 $806K 0.13% -50 13F-HR Timeline HARMONY ASSET MANAGEMENT LLC More: the full row for HARMONY ASSET MANAGEMENT LLC 10,543 $806K 0.28% -39 13F-HR Timeline Solstein Capital, LLC More: the full row for Solstein Capital, LLC 10,493 $802K 0.37% new 13F-HR Timeline Cumberland Partners Ltd in group Cumberland Partners Ltd More: the full row for Cumberland Partners Ltd 10,440 $798K 0.05% new 13F-HR Timeline Group Werba Rubin Papier Wealth Management More: the full row for Werba Rubin Papier Wealth Management 10,273 $785K 0.13% +5,609 13F-HR Timeline Greenland Capital Management LP More: the full row for Greenland Capital Management LP 15,025 $782K 0.11% 0 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 10,205 $780K 0.04% +80 13F-HR Timeline Castleview Partners, LLC More: the full row for Castleview Partners, LLC 10,156 $776K 0.42% +663 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 10,140 $767K 0.04% +169 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 10,033 $767K 0.01% +520 13F-HR Timeline GARRISON POINT ADVISORS, LLC More: the full row for GARRISON POINT ADVISORS, LLC 10,010 $765K 0.32% +4,545 13F-HR Timeline FIFTH THIRD BANK, NATIONAL ASSOCIATION group of 2 filers holding More: the full row for FIFTH THIRD BANK, NATIONAL ASSOCIATION 9,956 $761K +411 Timeline RiverGlades Family Offices LLC More: the full row for RiverGlades Family Offices LLC 9,892 $756K 0.46% 0 13F-HR Timeline Oppenheimer & Close, LLC More: the full row for Oppenheimer & Close, LLC 9,854 $753K 0.51% -1,183 13F-HR Timeline SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 9,850 $753K 0.03% 0 13F-HR Timeline Ballew Advisors, Inc More: the full row for Ballew Advisors, Inc 9,564 $750K 0.42% -41,665 13F-HR Timeline Pathway Financial Advisors LLC More: the full row for Pathway Financial Advisors LLC 9,763 $746K 0.1% +4,263 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 9,747 $745K 0.02% +319 13F-HR Timeline Euro Pacific Asset Management, LLC More: the full row for Euro Pacific Asset Management, LLC 12,383 $741K 0.09% -20 13F-HR Timeline Strait & Sound Wealth Management LLC More: the full row for Strait & Sound Wealth Management LLC 9,644 $737K 0.28% -29 13F-HR Timeline NEUBERGER BERMAN GROUP LLC in group NEUBERGER BERMAN GROUP LLC More: the full row for NEUBERGER BERMAN GROUP LLC 9,572 $731K <0.01% +124 13F-HR Timeline Group FOSTER & MOTLEY INC More: the full row for FOSTER & MOTLEY INC 9,506 $726K 0.04% -850 13F-HR Timeline Radnor Capital Management, LLC More: the full row for Radnor Capital Management, LLC 9,500 $726K 0.11% 0 13F-HR Timeline Centennial Wealth Advisory LLC More: the full row for Centennial Wealth Advisory LLC 9,473 $724K 0.2% -44 13F-HR Timeline WNY Asset Management, LLC More: the full row for WNY Asset Management, LLC 9,364 $715K 0.07% -60 13F-HR Timeline National Philanthropic Trust More: the full row for National Philanthropic Trust 9,358 $715K 0.01% 0 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 9,332 $713K 0.03% +420 13F-HR Timeline FLAGSTAR SECURITIES, INC in group FLAGSTAR SECURITIES, INC More: the full row for FLAGSTAR SECURITIES, INC 9,154 $699K 0.21% new 13F-HR Timeline Group MOODY LYNN LIEBERSON & WALKER, LLC More: the full row for MOODY LYNN LIEBERSON & WALKER, LLC 9,100 $695K 0.04% -96,184 13F-HR Timeline Miller Financial Services LLC More: the full row for Miller Financial Services LLC 9,097 $695K 0.8% -1,545 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 9,071 $693K 0.1% -80 13F-HR Timeline HORIZON KINETICS ASSET MANAGEMENT LLC More: the full row for HORIZON KINETICS ASSET MANAGEMENT LLC 9,054 $692K 0.01% -307 13F-HR Timeline TWIN FOCUS CAPITAL PARTNERS, LLC More: the full row for TWIN FOCUS CAPITAL PARTNERS, LLC 9,023 $689K 0.09% +1,200 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 8,994 $687K 0.03% +189 13F-HR Timeline ALTFEST L J & CO INC More: the full row for ALTFEST L J & CO INC 8,939 $683K 0.08% -269 13F-HR Timeline Copia Wealth Management More: the full row for Copia Wealth Management 8,905 $680K 0.51% +430 13F-HR Timeline DEBUSSY CAPITAL MANAGEMENT LP More: the full row for DEBUSSY CAPITAL MANAGEMENT LP 8,856 $677K 0.1% 0 13F-HR Timeline ROCKLAND TRUST CO More: the full row for ROCKLAND TRUST CO 8,811 $673K 0.03% 0 13F-HR Timeline