WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 14,168 $1.63M 0.06% -2,211 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 13,969 $1.61M 0.04% +355 13F-HR Timeline Group Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 13,857 $1.6M 0.02% +365 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 13,702 $1.58M 0.06% new 13F-HR/A Timeline Marcum Wealth, LLC More: the full row for Marcum Wealth, LLC 13,676 $1.58M 0.14% -158 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 13,560 $1.56M 0.05% -82 13F-HR Timeline NATIXIS ADVISORS, LLC in group Natixis Investment Managers More: the full row for NATIXIS ADVISORS, LLC 13,424 $1.55M <0.01% new 13F-HR Timeline Group Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 13,299 $1.53M 0.02% +1,368 13F-HR Timeline Tyler-Stone Wealth Management More: the full row for Tyler-Stone Wealth Management 13,245 $1.53M 0.27% +13 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 13,166 $1.52M <0.01% -18 13F-HR Timeline Group LIBERTY ONE INVESTMENT MANAGEMENT, LLC More: the full row for LIBERTY ONE INVESTMENT MANAGEMENT, LLC 13,064 $1.5M 0.16% +1,406 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 12,975 $1.49M 0.04% new 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 12,958 $1.49M 0.12% -320 13F-HR Timeline Goldstone Financial Group, LLC More: the full row for Goldstone Financial Group, LLC 12,806 $1.47M 0.23% -366 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 12,397 $1.43M 0.08% new 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 12,259 $1.41M 0.04% -997 13F-HR Timeline Group CFS Investment Advisory Services, LLC More: the full row for CFS Investment Advisory Services, LLC 11,976 $1.38M 0.12% -65 13F-HR Timeline American Trust More: the full row for American Trust 11,632 $1.34M 0.1% +7,696 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 11,522 $1.33M <0.01% +79 13F-HR Timeline Group MEMBERS WEALTH LLC More: the full row for MEMBERS WEALTH LLC 10,988 $1.3M 0.97% 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 11,175 $1.29M <0.01% +4,600 13F-HR Timeline Group Graypoint LLC More: the full row for Graypoint LLC 11,123 $1.28M 0.08% 0 13F-HR Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 11,065 $1.27M 0.01% new 13F-HR Timeline Williams & Novak Wealth Management, LLC More: the full row for Williams & Novak Wealth Management, LLC 11,030 $1.27M 1.22% -1,451 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 10,689 $1.23M 0.02% +137 13F-HR Timeline Commonwealth Financial Services, LLC More: the full row for Commonwealth Financial Services, LLC 10,668 $1.23M 0.24% +14 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 10,366 $1.19M <0.01% -684 13F-HR Timeline Group Apex Wealth Management, LLC More: the full row for Apex Wealth Management, LLC 9,903 $1.14M 0.98% 13F-HR Timeline VICUS CAPITAL More: the full row for VICUS CAPITAL 9,883 $1.14M 0.1% +829 13F-HR Timeline DUMONT & BLAKE INVESTMENT ADVISORS LLC More: the full row for DUMONT & BLAKE INVESTMENT ADVISORS LLC 9,656 $1.11M 0.3% +1,082 13F-HR Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 9,575 $1.1M 0.01% 0 13F-HR Timeline Group STONEHAVEN WEALTH & TAX SOLUTIONS, LLC More: the full row for STONEHAVEN WEALTH & TAX SOLUTIONS, LLC 9,297 $1.07M 1.17% 13F-HR Timeline MACROVIEW INVESTMENT MANAGEMENT LLC More: the full row for MACROVIEW INVESTMENT MANAGEMENT LLC 9,296 $1.07M 1.09% +113 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 8,953 $1.03M 0.03% +1,009 13F-HR Timeline Group Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 8,900 $1.03M 0.02% +1,407 13F-HR Timeline SPIREPOINT PRIVATE CLIENT, LLC More: the full row for SPIREPOINT PRIVATE CLIENT, LLC 8,884 $1.02M 0.13% -889 13F-HR Timeline Wolf Group Capital Advisors More: the full row for Wolf Group Capital Advisors 11,473 $1M 0.48% 0 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 8,692 $1M 0.04% -423 13F-HR Timeline Montecito Bank & Trust More: the full row for Montecito Bank & Trust 8,350 $962K 0.17% 0 13F-HR Timeline TRAPHAGEN INVESTMENT ADVISORS LLC More: the full row for TRAPHAGEN INVESTMENT ADVISORS LLC 8,242 $949K 0.1% -178 13F-HR Timeline STRAIGHTLINE GROUP LLC More: the full row for STRAIGHTLINE GROUP LLC 8,185 $943K 0.62% 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 7,961 $917K 0.01% -13,655 13F-HR Timeline FIRST AMERICAN BANK More: the full row for FIRST AMERICAN BANK 7,960 $917K 0.06% 0 13F-HR Timeline VANGUARD GROUP INC in group VANGUARD GROUP INC More: the full row for VANGUARD GROUP INC 7,831 $902K <0.01% +395 13F-HR Timeline Group PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 7,768 $895K 0.01% +2,688 13F-HR Timeline Group CW Advisors, LLC More: the full row for CW Advisors, LLC 7,702 $887K 0.01% +127 13F-HR Timeline Prosperity Financial Group, Inc. in group Prosperity Financial Group, I… More: the full row for Prosperity Financial Group, Inc. 7,682 $885K 0.44% +334 13F-HR Timeline Group MADDEN SECURITIES Corp More: the full row for MADDEN SECURITIES Corp 7,602 $876K 0.35% 0 13F-HR Timeline Siligmueller & Norvid Wealth Advisors L… More: the full row for Siligmueller & Norvid Wealth Advisors LLC 7,442 $857K 0.37% 13F-HR Timeline Schrum Private Wealth Management LLC More: the full row for Schrum Private Wealth Management LLC 7,406 $853K 0.72% -5,238 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 7,344 $846K <0.01% +7,039 13F-HR Timeline Group Fiduciary Alliance LLC More: the full row for Fiduciary Alliance LLC 7,243 $834K 0.08% new 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 7,002 $825K 0.08% -338 13F-HR Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 7,061 $813K <0.01% +505 13F-HR Timeline AIRE ADVISORS, LLC More: the full row for AIRE ADVISORS, LLC 6,948 $800K 0.16% new 13F-HR Timeline POTENTIA WEALTH More: the full row for POTENTIA WEALTH 6,913 $796K 0.35% 13F-HR Timeline Serenus Wealth Advisors, LLC More: the full row for Serenus Wealth Advisors, LLC 6,819 $785K 0.14% 13F-HR Timeline Old North State Wealth Management, LLC More: the full row for Old North State Wealth Management, LLC 6,721 $774K 0.44% +18 13F-HR Timeline Goelzer Investment Management, Inc. More: the full row for Goelzer Investment Management, Inc. 6,687 $770K 0.04% 0 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 6,661 $767K 0.01% 0 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 6,543 $754K 0.07% +93 13F-HR Timeline Cadent Capital Advisors, LLC More: the full row for Cadent Capital Advisors, LLC 6,399 $737K 0.26% 0 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 6,378 $735K 0.03% new 13F-HR Timeline LifePlan Investment Advisors, Inc. More: the full row for LifePlan Investment Advisors, Inc. 6,283 $724K 0.45% +2,017 13F-HR Timeline Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 6,260 $721K 0.06% 0 13F-HR Timeline Advance Capital Management, Inc. More: the full row for Advance Capital Management, Inc. 6,252 $720K 0.03% +1,045 13F-HR Timeline Crescent Grove Advisors, LLC More: the full row for Crescent Grove Advisors, LLC 6,120 $705K 0.07% -210 13F-HR Timeline Cambridge Advisors Inc. More: the full row for Cambridge Advisors Inc. 6,092 $702K 0.16% -570 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 6,067 $699K 0.07% -139 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 6,021 $693K 0.01% -347 13F-HR Timeline KCM INVESTMENT ADVISORS LLC More: the full row for KCM INVESTMENT ADVISORS LLC 6,020 $693K 0.02% -100 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 5,828 $671K 0.04% +236 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 5,827 $671K <0.01% +1,022 13F-HR Timeline Group Mission Creek Capital Partners, Inc. More: the full row for Mission Creek Capital Partners, Inc. 5,764 $664K 0.14% +260 13F-HR Timeline AVANTAX ADVISORY SERVICES, INC. More: the full row for AVANTAX ADVISORY SERVICES, INC. 5,743 $661K <0.01% -348 13F-HR Timeline Pine Valley Investments Ltd Liability Co More: the full row for Pine Valley Investments Ltd Liability Co 5,684 $655K 0.04% +1 13F-HR Timeline Intrua Financial, LLC More: the full row for Intrua Financial, LLC 5,653 $651K 0.11% -3,866 13F-HR Timeline MORRIS FINANCIAL CONCEPTS, INC. More: the full row for MORRIS FINANCIAL CONCEPTS, INC. 5,634 $649K 0.28% +160 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 5,542 $647K 0.02% -453 13F-HR Timeline Powell Investment Advisors, LLC More: the full row for Powell Investment Advisors, LLC 5,552 $639K 0.3% 0 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 5,473 $630K <0.01% -165 13F-HR Timeline Group Empire Financial Management Company, LLC More: the full row for Empire Financial Management Company, LLC 5,468 $630K 0.2% -215 13F-HR Timeline Watts Gwilliam & Co., LLC More: the full row for Watts Gwilliam & Co., LLC 5,432 $629K 0.13% +777 13F-HR Timeline OneAscent Financial Services LLC group of 2 filers holding More: the full row for OneAscent Financial Services LLC 5,416 $624K +1,714 Timeline Alteri Wealth LLC More: the full row for Alteri Wealth LLC 5,343 $615K 0.17% 13F-HR Timeline Ameritas Advisory Services, LLC in group Ameritas Investment Partners,… More: the full row for Ameritas Advisory Services, LLC 5,318 $613K 0.02% +918 13F-HR Timeline Group WETZEL INVESTMENT ADVISORS, INC. More: the full row for WETZEL INVESTMENT ADVISORS, INC. 5,258 $606K 0.3% -155 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 5,240 $604K 0.03% -51 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 5,171 $596K 0.01% -264 13F-HR Timeline Synergy Asset Management, LLC in group Synergy Asset Management, LLC More: the full row for Synergy Asset Management, LLC 5,218 $595K 0.05% +2,609 13F-HR Timeline Group Truepoint, Inc. More: the full row for Truepoint, Inc. 5,062 $583K 0.02% -625 13F-HR Timeline MB Generational Wealth, LLC More: the full row for MB Generational Wealth, LLC 5,027 $579K 0.42% 0 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 5,000 $576K 0.04% 0 13F-HR Timeline Pinnacle Financial Partners Inc More: the full row for Pinnacle Financial Partners Inc 4,849 $559K 0.01% -436 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 4,808 $554K 0.02% -29 13F-HR Timeline Axis Wealth Partners, LLC More: the full row for Axis Wealth Partners, LLC 4,773 $550K 0.46% 13F-HR Timeline LEIGH BALDWIN & CO., LLC More: the full row for LEIGH BALDWIN & CO., LLC 4,772 $550K 0.46% 13F-HR/A Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 4,711 $543K 0.06% -255 13F-HR Timeline Huntleigh Advisors, Inc. More: the full row for Huntleigh Advisors, Inc. 4,589 $529K 0.11% 13F-HR Timeline SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 4,581 $528K 0.05% -451 13F-HR Timeline Capital Market Strategies LLC More: the full row for Capital Market Strategies LLC 4,529 $522K 0.3% -112 13F-HR Timeline HRT FINANCIAL LP More: the full row for HRT FINANCIAL LP 4,472 $515K <0.01% new 13F-HR Timeline WEST BANCORPORATION INC More: the full row for WEST BANCORPORATION INC 4,471 $515K 0.34% +221 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 4,444 $512K 0.06% +380 13F-HR Timeline LVZ, Inc. More: the full row for LVZ, Inc. 4,434 $511K 0.07% -77 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 4,416 $509K <0.01% +528 13F-HR Timeline Horan Capital Advisors, LLC. More: the full row for Horan Capital Advisors, LLC. 4,330 $499K 0.17% 0 13F-HR Timeline KWB Wealth More: the full row for KWB Wealth 4,375 $494K 0.06% +685 13F-HR Timeline Kraft, Davis & Associates, LLC More: the full row for Kraft, Davis & Associates, LLC 4,163 $494K 0.14% -81 13F-HR Timeline Private Wealth Partners, LLC More: the full row for Private Wealth Partners, LLC 4,280 $493K 0.04% 0 13F-HR Timeline One Capital Management, LLC More: the full row for One Capital Management, LLC 4,218 $486K 0.02% -63 13F-HR Timeline Engineers Gate Manager LP More: the full row for Engineers Gate Manager LP 4,199 $484K 0.01% -2,888 13F-HR Timeline OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 4,195 $483K 0.01% +625 13F-HR Timeline Group Mattern Wealth Management LLC More: the full row for Mattern Wealth Management LLC 4,193 $483K 0.11% 0 13F-HR Timeline FIFTH THIRD BANK, NATIONAL ASSOCIATION group of 2 filers holding More: the full row for FIFTH THIRD BANK, NATIONAL ASSOCIATION 4,144 $477K -67 Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 4,136 $476K 0.02% +1,428 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 4,051 $470K <0.01% -1,944 13F-HR Timeline Group ACORN FINANCIAL ADVISORY SERVICES INC /… More: the full row for ACORN FINANCIAL ADVISORY SERVICES INC /ADV 4,060 $468K 0.08% 0 13F-HR Timeline 17 CAPITAL PARTNERS, LLC More: the full row for 17 CAPITAL PARTNERS, LLC 4,052 $467K 0.3% +311 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 4,045 $466K 0.03% 0 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 4,040 $465K 0.03% new 13F-HR/A Timeline Group BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 4,036 $465K 0.01% +406 13F-HR/A Timeline SC&H Financial Advisors, Inc. More: the full row for SC&H Financial Advisors, Inc. 3,935 $453K 0.09% 0 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 3,918 $451K 0.03% +535 13F-HR/A Timeline JMG Financial Group, Ltd. More: the full row for JMG Financial Group, Ltd. 3,823 $440K 0.02% +2 13F-HR Timeline CHAPIN DAVIS, INC. More: the full row for CHAPIN DAVIS, INC. 3,883 $439K 0.14% 0 13F-HR Timeline TOWNSQUARE CAPITAL LLC More: the full row for TOWNSQUARE CAPITAL LLC 3,780 $435K <0.01% -682 13F-HR Timeline Clark Capital Management Group, Inc. More: the full row for Clark Capital Management Group, Inc. 3,742 $431K <0.01% +222 13F-HR Timeline Janney Capital Management LLC More: the full row for Janney Capital Management LLC 3,735 $430K 0.03% 0 13F-HR Timeline First International Bank & Trust More: the full row for First International Bank & Trust 3,623 $417K 0.14% 0 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 3,569 $411K <0.01% -18 13F-HR Timeline RDA Financial Network More: the full row for RDA Financial Network 3,535 $407K 0.12% 0 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 3,523 $406K 0.11% 0 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 3,509 $404K 0.01% -722 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 3,467 $399K 0.01% +43 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 3,442 $396K 0.1% 0 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 3,427 $395K 0.02% -2,702 13F-HR/A Timeline Accredited Wealth Management, LLC More: the full row for Accredited Wealth Management, LLC 3,413 $393K 0.34% 13F-HR Timeline GUIDANCE CAPITAL, INC More: the full row for GUIDANCE CAPITAL, INC 3,170 $380K 0.12% 0 13F-HR Timeline OPTIMA CAPITAL LLC More: the full row for OPTIMA CAPITAL LLC 3,266 $376K 0.26% 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 3,238 $373K 0.03% -40 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 3,211 $370K 0.14% new 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 3,131 $361K 0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 3,085 $355K 0.01% -1,495 13F-HR Timeline Group Summit Financial Strategies, Inc. More: the full row for Summit Financial Strategies, Inc. 3,085 $355K 0.04% 0 13F-HR Timeline Pacific Point Advisors, LLC More: the full row for Pacific Point Advisors, LLC 3,000 $355K 0.22% 13F-HR Timeline Private Portfolio Partners LLC More: the full row for Private Portfolio Partners LLC 3,043 $350K 0.06% +200 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 3,039 $350K <0.01% +383 13F-HR Timeline Group Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 2,982 $343K <0.01% -1,900 13F-HR Timeline Group Cypress Capital Group in group Cypress Capital Group More: the full row for Cypress Capital Group 2,946 $339K 0.04% -74 13F-HR Timeline Group Tepp RIA, LLC More: the full row for Tepp RIA, LLC 2,888 $333K 0.49% 13F-HR Timeline Freestone Capital Holdings, LLC in group Freestone Capital Holdings, L… More: the full row for Freestone Capital Holdings, LLC 2,875 $331K 0.01% +198 13F-HR Timeline Group Genesis Wealth Advisors, LLC More: the full row for Genesis Wealth Advisors, LLC 2,854 $329K 0.29% 13F-HR Timeline Aerodigm Wealth, LLC More: the full row for Aerodigm Wealth, LLC 2,853 $329K 0.2% new 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 2,836 $327K <0.01% 0 13F-HR Timeline ABLE Financial Group, LLC More: the full row for ABLE Financial Group, LLC 2,830 $326K 0.1% -148 13F-HR Timeline Dakota Wealth Management More: the full row for Dakota Wealth Management 2,770 $319K 0.01% new 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 2,740 $316K 0.02% -245 13F-HR Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 2,633 $312K <0.01% 0 13F-HR Timeline Group Ballew Advisors, Inc More: the full row for Ballew Advisors, Inc 2,671 $306K 0.2% 0 13F-HR Timeline PLIMOTH TRUST CO LLC More: the full row for PLIMOTH TRUST CO LLC 2,650 $305K 0.08% -25 13F-HR Timeline Choate Investment Advisors More: the full row for Choate Investment Advisors 2,640 $304K 0.01% -110 13F-HR Timeline Collaborative Wealth Managment Inc. More: the full row for Collaborative Wealth Managment Inc. 2,618 $302K 0.14% 0 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 2,610 $301K 0.02% new 13F-HR Timeline Busey Bank More: the full row for Busey Bank 2,584 $298K 0.01% 0 13F-HR Timeline MILLENNIUM MANAGEMENT LLC in group MILLENNIUM MANAGEMENT LLC More: the full row for MILLENNIUM MANAGEMENT LLC 2,573 $296K <0.01% -1,771 13F-HR Timeline Group VeraBank, N.A. More: the full row for VeraBank, N.A. 2,573 $296K 0.08% 0 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 2,523 $291K 0.01% +159 13F-HR Timeline Group Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 2,464 $284K 0.03% 0 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 2,461 $283K <0.01% -259 13F-HR Timeline MBL Wealth, LLC More: the full row for MBL Wealth, LLC 2,400 $276K 0.03% 0 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 2,398 $276K 0.02% 0 13F-HR Timeline Realta Investment Advisors More: the full row for Realta Investment Advisors 2,356 $274K 0.11% -756 13F-HR Timeline First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 2,374 $273K 0.01% 0 13F-HR Timeline COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 2,370 $273K <0.01% 0 13F-HR Timeline Group Keystone Financial Group More: the full row for Keystone Financial Group 2,356 $271K 0.03% -119 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 2,332 $269K <0.01% -524 13F-HR Timeline Group Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 2,307 $266K 0.02% -4 13F-HR Timeline Aspen Grove Capital, LLC More: the full row for Aspen Grove Capital, LLC 2,224 $256K 0.05% +7 13F-HR Timeline One Charles Private Wealth Services, LLC More: the full row for One Charles Private Wealth Services, LLC 2,215 $255K 0.09% new 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 2,211 $255K <0.01% +31 13F-HR Timeline Cyndeo Wealth Partners, LLC More: the full row for Cyndeo Wealth Partners, LLC 2,194 $253K 0.02% +3 13F-HR Timeline Charles Schwab Trust Co in group Charles Schwab Trust Co More: the full row for Charles Schwab Trust Co 2,183 $251K 0.02% new 13F-HR Timeline Group IFC Advisors LLC More: the full row for IFC Advisors LLC 2,167 $250K 0.05% 13F-HR Timeline Schechter Investment Advisors, LLC More: the full row for Schechter Investment Advisors, LLC 2,107 $243K 0.02% 0 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 1,989 $236K 0.01% -469 13F-HR Timeline Group AE Wealth Management LLC More: the full row for AE Wealth Management LLC 2,003 $231K <0.01% -386 13F-HR Timeline PENN DAVIS MCFARLAND INC More: the full row for PENN DAVIS MCFARLAND INC 2,000 $230K 0.03% 0 13F-HR Timeline Vontobel Holding Ltd. in group Vontobel Holding Ltd. More: the full row for Vontobel Holding Ltd. 2,000 $230K <0.01% new 13F-HR Timeline Group Hummer Financial Advisory Services Inc More: the full row for Hummer Financial Advisory Services Inc 2,000 $230K 0.18% 0 13F-HR Timeline White Lighthouse Investment Management … More: the full row for White Lighthouse Investment Management Inc. 1,992 $229K 0.04% 0 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 1,983 $228K 0.01% +43 13F-HR Timeline SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 1,976 $228K 0.01% +1 13F-HR Timeline CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 1,901 $227K 0.01% -115 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 1,987 $227K 0.01% new 13F-HR Timeline Oldfather Financial Services, LLC More: the full row for Oldfather Financial Services, LLC 1,938 $223K 0.09% 0 13F-HR Timeline ENZI WEALTH More: the full row for ENZI WEALTH 1,868 $223K 0.08% 0 13F-HR Timeline BBR PARTNERS, LLC More: the full row for BBR PARTNERS, LLC 1,936 $223K 0.02% 0 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 1,927 $222K 0.01% 0 13F-HR Timeline Berger Financial Group, Inc More: the full row for Berger Financial Group, Inc 1,922 $221K 0.02% new 13F-HR Timeline