Diversify Advisory Services, LLC group of 2 filers holding More: the full row for Diversify Advisory Services, LLC 8,591 $772K -528 Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 8,330 $769K 0.06% -117 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 8,329 $769K 0.03% -70 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 8,312 $768K 0.04% +2,231 13F-HR Timeline Avestar Capital, LLC More: the full row for Avestar Capital, LLC 8,297 $766K 0.07% +1,362 13F-HR Timeline Quadrant Private Wealth Management, LLC More: the full row for Quadrant Private Wealth Management, LLC 8,256 $763K 0.19% -385 13F-HR Timeline Keudell/Morrison Wealth Management More: the full row for Keudell/Morrison Wealth Management 8,190 $757K 0.2% -567 13F-HR Timeline Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 8,150 $753K 0.03% +314 13F-HR Timeline Cadence Bank More: the full row for Cadence Bank 8,102 $748K 0.05% -114,867 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 8,054 $744K 0.25% 0 13F-HR Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 8,052 $744K 0.11% +3,797 13F-HR Timeline KELLEHER FINANCIAL ADVISORS More: the full row for KELLEHER FINANCIAL ADVISORS 8,029 $742K 0.28% -215 13F-HR Timeline Madison Asset Management, LLC group of 2 filers holding More: the full row for Madison Asset Management, LLC 8,000 $739K +4,000 Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 7,987 $738K 0.02% -103 13F-HR Timeline CHASE INVESTMENT COUNSEL CORP More: the full row for CHASE INVESTMENT COUNSEL CORP 7,945 $733K 0.24% new 13F-HR Timeline Werba Rubin Papier Wealth Management More: the full row for Werba Rubin Papier Wealth Management 7,916 $731K 0.17% -6,179 13F-HR Timeline Somerset Trust Co More: the full row for Somerset Trust Co 7,894 $729K 0.27% -44 13F-HR Timeline SkyView Investment Advisors, LLC More: the full row for SkyView Investment Advisors, LLC 7,846 $725K 0.12% -636 13F-HR Timeline Coastwise Capital Group, LLC More: the full row for Coastwise Capital Group, LLC 7,818 $722K 0.58% -775 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 7,795 $720K 0.07% -1,318 13F-HR Timeline Atlas Private Wealth Advisors More: the full row for Atlas Private Wealth Advisors 7,767 $717K 0.1% -573 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 7,766 $717K 0.1% +4,310 13F-HR Timeline Legacy Wealth Asset Management, LLC More: the full row for Legacy Wealth Asset Management, LLC 7,751 $716K 0.19% -81 13F-HR Timeline Herold Advisors, Inc. More: the full row for Herold Advisors, Inc. 7,745 $715K 0.16% +29 13F-HR Timeline LOWE BROCKENBROUGH & CO INC More: the full row for LOWE BROCKENBROUGH & CO INC 7,733 $714K 0.05% -35 13F-HR Timeline Fort Sheridan Advisors LLC More: the full row for Fort Sheridan Advisors LLC 7,700 $711K 0.1% -49 13F-HR Timeline Schechter Investment Advisors, LLC More: the full row for Schechter Investment Advisors, LLC 7,681 $710K 0.05% +243 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 7,664 $708K 0.05% +15 13F-HR Timeline Beta Wealth Group, Inc. More: the full row for Beta Wealth Group, Inc. 7,623 $704K 0.31% +102 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 7,564 $699K 0.03% -247 13F-HR Timeline COZAD ASSET MANAGEMENT INC More: the full row for COZAD ASSET MANAGEMENT INC 7,531 $696K 0.06% -504 13F-HR Timeline Freestone Capital Holdings, LLC in group Freestone Capital Holdings, L… More: the full row for Freestone Capital Holdings, LLC 7,518 $694K 0.02% -1,476 13F-HR Timeline Group Trust Co More: the full row for Trust Co 7,483 $691K 0.08% +1,229 13F-HR Timeline STEPH & CO More: the full row for STEPH & CO 7,431 $686K 0.23% -212 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 7,357 $680K 0.09% -100 13F-HR Timeline Crew Capital Management, Ltd More: the full row for Crew Capital Management, Ltd 7,340 $678K 0.56% -6,479 13F-HR Timeline Ball & Co Wealth Management Inc. More: the full row for Ball & Co Wealth Management Inc. 7,335 $677K 0.54% 13F-HR Timeline EDMOND DE ROTHSCHILD HOLDING S.A. in group EDMOND DE ROTHSCHILD HOLDING … More: the full row for EDMOND DE ROTHSCHILD HOLDING S.A. 7,315 $676K 0.01% 0 13F-HR Timeline Group Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 8,527 $674K 0.04% +4,433 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 7,276 $672K 0.08% +887 13F-HR Timeline OVERSEA-CHINESE BANKING Corp Ltd in group OVERSEA-CHINESE BANKING Corp … More: the full row for OVERSEA-CHINESE BANKING Corp Ltd 7,253 $670K 0.02% new 13F-HR Timeline Group Nautilus Advisors LLC More: the full row for Nautilus Advisors LLC 7,232 $668K 0.53% 13F-HR Timeline LYELL WEALTH MANAGEMENT, LP More: the full row for LYELL WEALTH MANAGEMENT, LP 7,230 $668K 0.06% 0 13F-HR Timeline Aberdeen Wealth Management LLC More: the full row for Aberdeen Wealth Management LLC 7,228 $668K 0.46% -196 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 7,190 $664K 0.18% 0 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 7,177 $663K 0.03% -369 13F-HR Timeline PLIMOTH TRUST CO LLC More: the full row for PLIMOTH TRUST CO LLC 7,165 $662K 0.17% -200 13F-HR Timeline Monument Capital Management More: the full row for Monument Capital Management 7,154 $661K 0.18% +1,021 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 7,129 $659K 0.02% -830 13F-HR Timeline SHEETS SMITH WEALTH MANAGEMENT More: the full row for SHEETS SMITH WEALTH MANAGEMENT 7,089 $655K 0.08% -5,975 13F-HR Timeline DE BURLO GROUP INC More: the full row for DE BURLO GROUP INC 7,065 $653K 0.09% -750 13F-HR Timeline Empirical Asset Management, LLC More: the full row for Empirical Asset Management, LLC 7,048 $651K 0.22% 0 13F-HR Timeline Powell Investment Advisors, LLC More: the full row for Powell Investment Advisors, LLC 7,040 $650K 0.3% 0 13F-HR Timeline Henrickson Nauta Wealth Advisors, Inc. More: the full row for Henrickson Nauta Wealth Advisors, Inc. 7,035 $650K 0.26% 0 13F-HR Timeline Community Bank, N.A. More: the full row for Community Bank, N.A. 7,028 $649K 0.08% -50 13F-HR Timeline Douglass Winthrop Advisors, LLC More: the full row for Douglass Winthrop Advisors, LLC 7,025 $649K 0.01% -25 13F-HR Timeline First PREMIER Bank More: the full row for First PREMIER Bank 7,012 $648K 0.16% 0 13F-HR Timeline Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 6,992 $646K 0.01% +101 13F-HR Timeline ROVIN CAPITAL /UT/ /ADV More: the full row for ROVIN CAPITAL /UT/ /ADV 6,951 $642K 0.23% -2,708 13F-HR Timeline FRANKLIN STREET ADVISORS INC /NC More: the full row for FRANKLIN STREET ADVISORS INC /NC 6,950 $642K 0.04% 0 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 6,941 $641K 0.18% -1,490 13F-HR Timeline Greenfield Seitz Capital Management, LLC More: the full row for Greenfield Seitz Capital Management, LLC 6,914 $639K 0.24% +20 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 6,892 $637K 0.07% -60 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 6,886 $636K 0.03% -819 13F-HR/A Timeline Ariadne Wealth Management, LP More: the full row for Ariadne Wealth Management, LP 6,660 $636K 0.29% +737 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 7,129 $635K 0.02% +279 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 6,857 $633K 0.01% -802 13F-HR Timeline BARON SILVER STEVENS FINANCIAL ADVISORS… More: the full row for BARON SILVER STEVENS FINANCIAL ADVISORS, LLC 6,849 $633K 0.11% 0 13F-HR Timeline Clarius Group, LLC More: the full row for Clarius Group, LLC 6,848 $633K 0.04% -175 13F-HR Timeline PITCAIRN CO in group PITCAIRN CO More: the full row for PITCAIRN CO 6,845 $632K 0.04% +265 13F-HR Timeline Group Ignite Planners, LLC More: the full row for Ignite Planners, LLC 6,893 $630K 0.14% -19 13F-HR Timeline Richwood Investment Advisors, LLC More: the full row for Richwood Investment Advisors, LLC 6,813 $629K 0.52% -20 13F-HR Timeline Piscataqua Savings Bank More: the full row for Piscataqua Savings Bank 6,784 $627K 0.54% -311 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 6,779 $626K 0.04% +2,111 13F-HR Timeline Blueprint Investment Partners LLC in group Blueprint Investment Partners… More: the full row for Blueprint Investment Partners LLC 6,771 $625K 0.1% +2,537 13F-HR Timeline Group Mechanics Bank Trust Department More: the full row for Mechanics Bank Trust Department 6,760 $624K 0.08% -100 13F-HR Timeline Greenwich Wealth Management LLC More: the full row for Greenwich Wealth Management LLC 6,738 $622K 0.04% -219 13F-HR Timeline Accredited Wealth Management, LLC More: the full row for Accredited Wealth Management, LLC 6,719 $621K 0.54% 13F-HR Timeline Linscomb Wealth, Inc. More: the full row for Linscomb Wealth, Inc. 6,706 $619K 0.03% -1,464 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 6,705 $619K 0.02% -64,693 13F-HR Timeline Wela Strategies, Inc. More: the full row for Wela Strategies, Inc. 6,675 $617K 0.27% +816 13F-HR Timeline FORTEM FINANCIAL GROUP, LLC More: the full row for FORTEM FINANCIAL GROUP, LLC 6,670 $616K 0.24% +407 13F-HR Timeline BURNEY CO/ More: the full row for BURNEY CO/ 6,623 $612K 0.02% -709 13F-HR Timeline Twelve Points Wealth Management LLC More: the full row for Twelve Points Wealth Management LLC 6,616 $611K 0.18% new 13F-HR Timeline Unique Wealth Strategies, LLC More: the full row for Unique Wealth Strategies, LLC 6,587 $608K 0.27% new 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 6,583 $608K 0.05% -72 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 6,569 $607K 0.01% -920 13F-HR Timeline Moser Wealth Advisors, LLC More: the full row for Moser Wealth Advisors, LLC 6,547 $605K 0.31% -300 13F-HR Timeline Callahan Advisors, LLC More: the full row for Callahan Advisors, LLC 6,540 $604K 0.06% +3,415 13F-HR Timeline KEYVANTAGE WEALTH, LLC More: the full row for KEYVANTAGE WEALTH, LLC 6,520 $602K 0.43% 13F-HR Timeline Mathes Company, Inc. More: the full row for Mathes Company, Inc. 6,500 $600K 0.22% 0 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 6,421 $593K 0.05% +1,940 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 6,406 $592K 0.06% -2,690 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 6,384 $590K 0.08% new 13F-HR Timeline BEARING POINT CAPITAL, LLC More: the full row for BEARING POINT CAPITAL, LLC 6,370 $588K 0.12% 13F-HR Timeline Carlton Hofferkamp & Jenks Wealth Manag… More: the full row for Carlton Hofferkamp & Jenks Wealth Management, LLC 5,850 $583K 0.22% -700 13F-HR Timeline CLOUGH CAPITAL PARTNERS L P in group CLOUGH CAPITAL PARTNERS L P More: the full row for CLOUGH CAPITAL PARTNERS L P 6,300 $582K 0.07% 0 13F-HR Timeline Group MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 6,266 $579K 0.06% -26 13F-HR Timeline TRITONPOINT WEALTH, LLC in group TritonPoint Partners, LLC More: the full row for TRITONPOINT WEALTH, LLC 6,266 $579K 0.05% +381 13F-HR Timeline Group MEANS INVESTMENT CO., INC. More: the full row for MEANS INVESTMENT CO., INC. 6,238 $576K 0.06% +12 13F-HR Timeline NAPATREE CAPITAL LLC More: the full row for NAPATREE CAPITAL LLC 6,220 $575K 0.34% +971 13F-HR Timeline North Forty Two & Co. More: the full row for North Forty Two & Co. 6,205 $573K 0.66% 13F-HR Timeline Ceeto Capital Group, LLC More: the full row for Ceeto Capital Group, LLC 6,200 $573K 0.21% 0 13F-HR Timeline 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 6,185 $571K 0.43% +338 13F-HR Timeline Wealth Architects, LLC More: the full row for Wealth Architects, LLC 6,160 $569K 0.06% -198 13F-HR Timeline Stonegate Investment Group, LLC More: the full row for Stonegate Investment Group, LLC 6,147 $568K 0.02% -641 13F-HR Timeline Empower Advisory Group, LLC More: the full row for Empower Advisory Group, LLC 6,144 $568K <0.01% -1,392 13F-HR Timeline Greenfield Savings Bank More: the full row for Greenfield Savings Bank 6,140 $567K 0.27% -560 13F-HR Timeline ICONIQ Capital, LLC in group ICONIQ Capital, LLC More: the full row for ICONIQ Capital, LLC 6,135 $567K 0.01% new 13F-HR Timeline Group United Community Bank in group United Community Bank More: the full row for United Community Bank 6,133 $567K 0.22% +35 13F-HR Timeline Group SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 6,120 $565K 0.03% +1,214 13F-HR Timeline Vision Capital Management, Inc. More: the full row for Vision Capital Management, Inc. 6,119 $565K 0.08% -4,789 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 6,112 $565K 0.04% +1,023 13F-HR Timeline Prairiewood Capital, LLC More: the full row for Prairiewood Capital, LLC 6,109 $564K 0.24% -424 13F-HR Timeline Tyler-Stone Wealth Management More: the full row for Tyler-Stone Wealth Management 6,103 $564K 0.1% 0 13F-HR Timeline Supplemental Annuity Collective Trust o… More: the full row for Supplemental Annuity Collective Trust of NJ 6,100 $563K 0.17% 0 13F-HR Timeline ZEGA Investments, LLC More: the full row for ZEGA Investments, LLC 6,047 $563K 0.17% 13F-HR Timeline WoodTrust Financial Corp in group WoodTrust Financial Corp More: the full row for WoodTrust Financial Corp 6,072 $561K 0.08% +30 13F-HR Timeline Group Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 6,068 $561K 0.21% +5,609 13F-HR Timeline Eisler Capital Management Ltd. More: the full row for Eisler Capital Management Ltd. 6,091 $559K 0.02% 13F-HR Timeline Plancorp, LLC More: the full row for Plancorp, LLC 6,054 $559K 0.02% +150 13F-HR Timeline BSW Wealth Partners More: the full row for BSW Wealth Partners 6,048 $559K 0.08% +335 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 6,031 $557K 0.02% +1,094 13F-HR Timeline Legacy Capital Group California, Inc. More: the full row for Legacy Capital Group California, Inc. 6,027 $557K 0.17% -35 13F-HR Timeline ZEVIN ASSET MANAGEMENT LLC More: the full row for ZEVIN ASSET MANAGEMENT LLC 6,022 $556K 0.08% +5 13F-HR Timeline YHB Investment Advisors, Inc. More: the full row for YHB Investment Advisors, Inc. 6,004 $555K 0.05% -26 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 6,002 $554K 0.06% -351 13F-HR/A Timeline FACTORY MUTUAL INSURANCE CO More: the full row for FACTORY MUTUAL INSURANCE CO 6,000 $554K 0.01% 0 13F-HR Timeline PKO Investment Management Joint-Stock Co More: the full row for PKO Investment Management Joint-Stock Co 6,000 $554K 0.07% +3,000 13F-HR Timeline Vest Financial, LLC More: the full row for Vest Financial, LLC 5,989 $553K 0.01% +762 13F-HR Timeline LifePlan Financial, LLC More: the full row for LifePlan Financial, LLC 5,987 $553K 0.49% +504 13F-HR Timeline Mosley Wealth Management More: the full row for Mosley Wealth Management 5,772 $552K 0.34% +319 13F-HR Timeline Bank & Trust Co More: the full row for Bank & Trust Co 5,965 $551K 0.46% 0 13F-HR Timeline Red Door Wealth Management, LLC More: the full row for Red Door Wealth Management, LLC 5,960 $551K 0.08% -163 13F-HR Timeline Van Cleef Asset Management,Inc More: the full row for Van Cleef Asset Management,Inc 5,955 $550K 0.06% -315 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 5,953 $550K 0.16% +662 13F-HR Timeline GREAT VALLEY ADVISOR GROUP, INC. in group GREAT VALLEY ADVISOR GROUP, I… More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 5,954 $550K 0.01% +391 13F-HR Timeline Group PEAK FINANCIAL ADVISORS LLC More: the full row for PEAK FINANCIAL ADVISORS LLC 5,940 $549K 0.29% -91 13F-HR Timeline Sharper & Granite LLC More: the full row for Sharper & Granite LLC 5,931 $548K 0.24% 0 13F-HR Timeline Hartford Funds Management Co LLC More: the full row for Hartford Funds Management Co LLC 5,929 $548K 0.05% new 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 5,913 $546K 0.02% +288 13F-HR Timeline CANANDAIGUA NATIONAL BANK & TRUST CO in group CANANDAIGUA NATIONAL BANK & T… More: the full row for CANANDAIGUA NATIONAL BANK & TRUST CO 5,912 $546K 0.05% -83 13F-HR Timeline Group Encompass More Asset Management More: the full row for Encompass More Asset Management 5,884 $544K 0.18% +1,066 13F-HR Timeline ALBERT D MASON INC More: the full row for ALBERT D MASON INC 5,874 $543K 0.36% -20 13F-HR Timeline Haverford Trust Co More: the full row for Haverford Trust Co 5,862 $541K 0.01% -5,753 13F-HR Timeline Significant Wealth Partners LLC More: the full row for Significant Wealth Partners LLC 5,844 $540K 0.28% -214 13F-HR Timeline Roberts Wealth Advisors, LLC More: the full row for Roberts Wealth Advisors, LLC 5,835 $539K 0.16% -1,200 13F-HR Timeline Alpha Cubed Investments, LLC More: the full row for Alpha Cubed Investments, LLC 5,831 $539K 0.02% -153 13F-HR Timeline One Capital Management, LLC More: the full row for One Capital Management, LLC 5,806 $536K 0.02% +6 13F-HR Timeline FLPUTNAM INVESTMENT MANAGEMENT CO More: the full row for FLPUTNAM INVESTMENT MANAGEMENT CO 5,772 $533K 0.01% +490 13F-HR Timeline INVESTMENT PARTNERS, LTD. More: the full row for INVESTMENT PARTNERS, LTD. 5,747 $531K 0.22% +150 13F-HR Timeline Aljian Capital Management, LLC More: the full row for Aljian Capital Management, LLC 5,743 $530K 0.12% +28 13F-HR Timeline Visionary Horizons, LLC More: the full row for Visionary Horizons, LLC 5,692 $526K 0.35% -185 13F-HR Timeline SPC Financial, Inc. More: the full row for SPC Financial, Inc. 5,680 $525K 0.05% +150 13F-HR Timeline FOX RUN MANAGEMENT, L.L.C. More: the full row for FOX RUN MANAGEMENT, L.L.C. 5,676 $524K 0.1% new 13F-HR Timeline CAXTON ASSOCIATES LP More: the full row for CAXTON ASSOCIATES LP 5,671 $524K 0.02% -11,929 13F-HR Timeline Williams Jones Wealth Management, LLC. More: the full row for Williams Jones Wealth Management, LLC. 5,661 $523K 0.01% -162 13F-HR Timeline Sompo Asset Management Co., Ltd. More: the full row for Sompo Asset Management Co., Ltd. 5,660 $523K 0.09% 0 13F-HR Timeline Trexquant Investment LP More: the full row for Trexquant Investment LP 5,658 $523K 0.01% new 13F-HR Timeline Carr Financial Group Corp More: the full row for Carr Financial Group Corp 5,650 $522K 0.16% -1,939 13F-HR Timeline Curbstone Financial Management Corp More: the full row for Curbstone Financial Management Corp 5,640 $521K 0.11% 0 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 5,619 $519K 0.04% -2,787 13F-HR Timeline TUCKER ASSET MANAGEMENT LLC More: the full row for TUCKER ASSET MANAGEMENT LLC 5,598 $517K 0.06% -1,342 13F-HR Timeline Saiph Capital, LLC More: the full row for Saiph Capital, LLC 5,591 $516K 0.23% +657 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 5,575 $515K 0.08% -2,128 13F-HR/A Timeline BAKER TILLY WEALTH MANAGEMENT, LLC More: the full row for BAKER TILLY WEALTH MANAGEMENT, LLC 5,573 $515K 0.2% -735 13F-HR Timeline Wakefield Asset Management LLLP in group Wakefield Asset Management LL… More: the full row for Wakefield Asset Management LLLP 5,561 $514K 0.17% new 13F-HR Timeline Group Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 5,548 $513K 0.02% +2,491 13F-HR/A Timeline CHILDRESS CAPITAL ADVISORS, LLC More: the full row for CHILDRESS CAPITAL ADVISORS, LLC 5,548 $512K 0.14% +79 13F-HR Timeline Krane Funds Advisors LLC More: the full row for Krane Funds Advisors LLC 5,532 $511K 0.02% -575 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 5,531 $511K 0.01% -18 13F-HR Timeline Balanced Rock Investment Advisors LLC More: the full row for Balanced Rock Investment Advisors LLC 5,518 $510K 0.4% -435 13F-HR Timeline Confluence Wealth Services, Inc. More: the full row for Confluence Wealth Services, Inc. 5,464 $508K 0.03% -8,871 13F-HR Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 5,560 $506K 0.07% 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 5,444 $503K 0.02% +426 13F-HR Timeline Group First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 5,441 $503K 0.05% +19 13F-HR Timeline Ayrshire Capital Management LLC More: the full row for Ayrshire Capital Management LLC 5,415 $500K 0.24% +15 13F-HR Timeline Total Wealth Planning & Management, Inc. More: the full row for Total Wealth Planning & Management, Inc. 5,374 $496K 0.49% 13F-HR Timeline Maridea Wealth Management LLC More: the full row for Maridea Wealth Management LLC 5,373 $496K 0.16% 13F-HR Timeline VERITY Wealth Advisors More: the full row for VERITY Wealth Advisors 5,338 $493K 0.36% 0 13F-HR Timeline CASTLEARK MANAGEMENT LLC More: the full row for CASTLEARK MANAGEMENT LLC 5,332 $493K 0.02% 0 13F-HR Timeline Marcum Wealth, LLC More: the full row for Marcum Wealth, LLC 5,305 $490K 0.04% -448 13F-HR Timeline Cherry Creek Investment Advisors, Inc. More: the full row for Cherry Creek Investment Advisors, Inc. 5,300 $490K 0.24% +40 13F-HR Timeline Montecito Bank & Trust More: the full row for Montecito Bank & Trust 5,291 $489K 0.08% 0 13F-HR Timeline JOHN G ULLMAN & ASSOCIATES INC More: the full row for JOHN G ULLMAN & ASSOCIATES INC 5,235 $484K 0.07% +257 13F-HR Timeline St. Clair Advisors, LLC More: the full row for St. Clair Advisors, LLC 5,219 $482K 0.14% 0 13F-HR Timeline Fort Point Capital Partners LLC More: the full row for Fort Point Capital Partners LLC 5,207 $481K 0.05% -126 13F-HR Timeline SENTRY INVESTMENT MANAGEMENT LLC More: the full row for SENTRY INVESTMENT MANAGEMENT LLC 5,201 $480K 0.23% -847 13F-HR Timeline Busey Bank More: the full row for Busey Bank 5,187 $479K 0.02% +26 13F-HR Timeline XTX Topco Ltd in group XTX Topco Ltd More: the full row for XTX Topco Ltd 5,180 $478K 0.04% -1,744 13F-HR Timeline Group GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 5,172 $478K 0.06% -367 13F-HR Timeline Onyx Bridge Wealth Group LLC More: the full row for Onyx Bridge Wealth Group LLC 5,164 $477K 0.07% +386 13F-HR Timeline JACOBS & CO/CA More: the full row for JACOBS & CO/CA 5,165 $477K 0.05% -580 13F-HR Timeline PAX Financial Group, LLC More: the full row for PAX Financial Group, LLC 5,143 $475K 0.09% -2,957 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 5,137 $474K 0.05% +566 13F-HR Timeline Group WILLNER & HELLER, LLC More: the full row for WILLNER & HELLER, LLC 5,117 $473K 0.41% +42 13F-HR Timeline Notis-McConarty Edward More: the full row for Notis-McConarty Edward 5,100 $471K 0.23% 0 13F-HR Timeline FNY Investment Advisers, LLC More: the full row for FNY Investment Advisers, LLC 5,100 $471K 0.24% new 13F-HR Timeline Bigelow Investment Advisors, LLC More: the full row for Bigelow Investment Advisors, LLC 5,093 $470K 0.22% -25 13F-HR Timeline Forza Wealth Management, LLC More: the full row for Forza Wealth Management, LLC 5,054 $467K 0.21% 0 13F-HR Timeline