Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 994 $252K 0.02% -296 13F-HR Timeline Hanson & Doremus Investment Management More: the full row for Hanson & Doremus Investment Management 992 $252K 0.04% 0 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 980 $249K 0.01% -972 13F-HR/A Timeline Cyndeo Wealth Partners, LLC More: the full row for Cyndeo Wealth Partners, LLC 983 $249K 0.02% -187 13F-HR Timeline Daiichi Life Insurance Co., Ltd. in group Daiichi Life Insurance Co., L… More: the full row for Daiichi Life Insurance Co., Ltd. 982 $249K 0.01% -2,665 13F-HR Timeline Group Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 979 $249K 0.01% -664 13F-HR Timeline BARR E S & CO More: the full row for BARR E S & CO 975 $247K 0.01% -115 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 967 $245K 0.02% -20 13F-HR Timeline Retirement Planning Co of New England, … More: the full row for Retirement Planning Co of New England, Inc. 966 $245K 0.12% +43 13F-HR Timeline Schechter Investment Advisors, LLC More: the full row for Schechter Investment Advisors, LLC 963 $244K 0.02% new 13F-HR Timeline Secure Asset Management, LLC More: the full row for Secure Asset Management, LLC 962 $244K 0.04% new 13F-HR Timeline Sheaff Brock Investment Advisors, LLC More: the full row for Sheaff Brock Investment Advisors, LLC 956 $243K 0.02% +6 13F-HR Timeline SCOTIA CAPITAL INC. More: the full row for SCOTIA CAPITAL INC. 953 $242K <0.01% +292 13F-HR Timeline Atom Investors LP More: the full row for Atom Investors LP 929 $236K 0.03% new 13F-HR Timeline DEERFIELD MANAGEMENT COMPANY, L.P. in group DEERFIELD MANAGEMENT COMPANY,… More: the full row for DEERFIELD MANAGEMENT COMPANY, L.P. 917 $233K <0.01% new 13F-HR Timeline Group CONNING INC. in group CONNING INC. More: the full row for CONNING INC. 915 $232K 0.01% -52 13F-HR Timeline Group Wealth Dimensions Group, Ltd. More: the full row for Wealth Dimensions Group, Ltd. 913 $232K 0.06% +3 13F-HR Timeline Dynasty Wealth Management, LLC More: the full row for Dynasty Wealth Management, LLC 911 $231K <0.01% new 13F-HR Timeline Clarius Group, LLC More: the full row for Clarius Group, LLC 905 $230K 0.02% +59 13F-HR Timeline BANK OF HAWAII More: the full row for BANK OF HAWAII 900 $228K 0.01% 0 13F-HR Timeline Victrix Investment Advisors More: the full row for Victrix Investment Advisors 888 $225K 0.16% 13F-HR Timeline Tempus Wealth Planning, LLC More: the full row for Tempus Wealth Planning, LLC 878 $223K 0.07% +78 13F-HR Timeline Columbus Macro, LLC More: the full row for Columbus Macro, LLC 877 $223K 0.03% new 13F-HR Timeline SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 875 $222K 0.03% new 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 873 $221K 0.02% +65 13F-HR Timeline Perbak Capital Partners LLP More: the full row for Perbak Capital Partners LLP 871 $221K 0.12% new 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 868 $220K <0.01% -4 13F-HR Timeline Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 868 $219K <0.01% +294 13F-HR Timeline Group Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 859 $218K <0.01% +92 13F-HR Timeline Balentine LLC More: the full row for Balentine LLC 854 $217K 0.01% 0 13F-HR Timeline Callan Family Office, LLC More: the full row for Callan Family Office, LLC 842 $214K 0.01% new 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 839 $213K <0.01% -632 13F-HR Timeline Group Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 836 $212K <0.01% new 13F-HR Timeline KG Capital Management More: the full row for KG Capital Management 833 $211K 0.07% +173 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 830 $211K 0.02% +47 13F-HR Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 820 $208K <0.01% -14 13F-HR Timeline Group Atlatl Advisers LLC More: the full row for Atlatl Advisers LLC 819 $208K 0.12% 13F-HR Timeline Point Windward Advisors Inc. More: the full row for Point Windward Advisors Inc. 815 $207K 0.08% new 13F-HR Timeline PLIMOTH TRUST CO LLC More: the full row for PLIMOTH TRUST CO LLC 806 $204K 0.05% +20 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 800 $203K 0.02% +339 13F-HR Timeline Lorne Steinberg Wealth Management Inc. More: the full row for Lorne Steinberg Wealth Management Inc. 800 $203K 0.06% 0 13F-HR Timeline Bay Capital Advisors, LLC More: the full row for Bay Capital Advisors, LLC 800 $203K 0.16% 13F-HR Timeline Revolve Wealth Partners, LLC More: the full row for Revolve Wealth Partners, LLC 798 $202K 0.03% new 13F-HR/A Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 797 $202K 0.01% new 13F-HR Timeline Group WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 797 $202K <0.01% +23 13F-HR Timeline Ifrah Financial Services, Inc. More: the full row for Ifrah Financial Services, Inc. 793 $201K 0.06% +5 13F-HR Timeline Greenland Capital Management LP More: the full row for Greenland Capital Management LP 789 $200K 0.04% new 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 772 $196K 0.02% -140 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 751 $191K 0.02% -382 13F-HR Timeline WEST PACES ADVISORS INC. More: the full row for WEST PACES ADVISORS INC. 752 $191K 0.05% 0 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 729 $185K 0.01% -205 13F-HR Timeline Luken Investment Analytics, LLC More: the full row for Luken Investment Analytics, LLC 700 $178K 0.08% 0 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 692 $176K 0.01% +597 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 686 $174K 0.11% +346 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 676 $172K 0.06% 0 13F-HR Timeline FULLER & THALER ASSET MANAGEMENT, INC. More: the full row for FULLER & THALER ASSET MANAGEMENT, INC. 675 $171K <0.01% -5 13F-HR Timeline Lindbrook Capital, LLC More: the full row for Lindbrook Capital, LLC 633 $161K 0.01% -500 13F-HR Timeline AlphaQuest LLC More: the full row for AlphaQuest LLC 629 $160K 0.02% -1,583 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 621 $158K 0.02% 0 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 609 $155K 0.01% +201 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 610 $155K 0.05% -126 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 600 $152K 0.02% -68 13F-HR Timeline Future Financial Wealth Managment LLC More: the full row for Future Financial Wealth Managment LLC 600 $152K 0.11% +100 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 593 $150K <0.01% +18 13F-HR Timeline First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 581 $148K <0.01% +60 13F-HR Timeline Generali Investments, Management Co LLC More: the full row for Generali Investments, Management Co LLC 565 $143K 0.04% 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 488 $143K 0.01% -1,239 13F-HR Timeline Group CKW FINANCIAL GROUP More: the full row for CKW FINANCIAL GROUP 525 $133K 0.02% +250 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 507 $129K 0.04% -481 13F-HR Timeline Generali Investments CEE, investicni sp… More: the full row for Generali Investments CEE, investicni spolecnost, a.s. 500 $127K 0.01% 13F-HR Timeline Bayforest Capital Ltd More: the full row for Bayforest Capital Ltd 489 $124K 0.16% 13F-HR Timeline SENTRY INVESTMENT MANAGEMENT LLC More: the full row for SENTRY INVESTMENT MANAGEMENT LLC 486 $123K 0.06% -79 13F-HR Timeline Tributary Capital Management, LLC More: the full row for Tributary Capital Management, LLC 480 $122K 0.01% -30 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 479 $122K 0.01% +33 13F-HR Timeline Group Estabrook Capital Management More: the full row for Estabrook Capital Management 458 $116K 0.02% -137 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 435 $110K 0.11% 13F-HR/A Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 427 $108K <0.01% -17 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 425 $108K <0.01% -59 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 364 $104K <0.01% -130 13F-HR Timeline ESL Trust Services, LLC More: the full row for ESL Trust Services, LLC 400 $101K 0.02% new 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 399 $101K 0.05% +61 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 397 $101K 0.01% -19 13F-HR Timeline Accredited Wealth Management, LLC More: the full row for Accredited Wealth Management, LLC 395 $101K 0.09% 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 387 $98.2K 0.02% +52 13F-HR Timeline Compass Wealth Management LLC More: the full row for Compass Wealth Management LLC 373 $94.6K 0.02% 0 13F-HR Timeline BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC More: the full row for BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 360 $91.3K 0.02% 0 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 351 $89K <0.01% new 13F-HR Timeline Bank Julius Baer & Co. Ltd, Zurich More: the full row for Bank Julius Baer & Co. Ltd, Zurich 308 $86.3K <0.01% new 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 335 $85K <0.01% +55 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 332 $84.2K <0.01% -1,126 13F-HR Timeline CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 292 $83.5K <0.01% -1,088 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 320 $81.2K <0.01% -190 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 320 $81.2K <0.01% -101 13F-HR Timeline Group GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 319 $80.9K <0.01% -347 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 316 $80.1K <0.01% -326 13F-HR Timeline Point72 Asia (Singapore) Pte. Ltd. More: the full row for Point72 Asia (Singapore) Pte. Ltd. 308 $78.3K 0.02% new 13F-HR Timeline MEAG MUNICH ERGO, Kapitalanlagegesellsc… More: the full row for MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH 289 $73.5K <0.01% 0 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 285 $72.6K 0.04% new 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 285 $72.3K <0.01% -1 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 285 $72.3K <0.01% +33 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 285 $72.3K <0.01% 0 13F-HR Timeline Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 285 $72.3K 0.01% -305 13F-HR Timeline Aviso Financial Inc. More: the full row for Aviso Financial Inc. 284 $72.1K <0.01% -1,758 13F-HR Timeline Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 274 $69.5K 0.03% +1 13F-HR Timeline Ransom Advisory, Ltd More: the full row for Ransom Advisory, Ltd 250 $63.4K 0.03% 0 13F-HR Timeline Canoe Financial LP More: the full row for Canoe Financial LP 243 $61.7K <0.01% new 13F-HR Timeline Mascoma Wealth Management LLC More: the full row for Mascoma Wealth Management LLC 242 $61.4K 0.02% -42 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 236 $59.7K <0.01% +41 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 229 $58.1K <0.01% -1 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 211 $55K <0.01% -19 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 208 $53K 0.01% +43 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 206 $52.3K <0.01% +2 13F-HR Timeline Rakuten Securities, Inc. More: the full row for Rakuten Securities, Inc. 200 $50.7K 0.02% -1 13F-HR Timeline LORING WOLCOTT & COOLIDGE FIDUCIARY ADV… More: the full row for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 165 $49.1K <0.01% 0 13F-HR Timeline Mendota Financial Group, LLC More: the full row for Mendota Financial Group, LLC 190 $48.2K 0.03% 0 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 188 $47.7K <0.01% -147 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 187 $47.4K <0.01% -78 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. City State Bank More: the full row for City State Bank 155 $39.3K 0.01% -425 13F-HR Timeline ATWOOD & PALMER INC More: the full row for ATWOOD & PALMER INC 153 $38.8K <0.01% +60 13F-HR Timeline Transce3nd, LLC More: the full row for Transce3nd, LLC 150 $38.1K 0.01% 13F-HR Timeline PrairieView Partners, LLC More: the full row for PrairieView Partners, LLC 150 $38K <0.01% 0 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 149 $37K 0.01% +3 13F-HR Timeline Canton Hathaway, LLC More: the full row for Canton Hathaway, LLC 134 $34K 0.01% 0 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 132 $33.5K <0.01% -51 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 131 $33.2K 0.01% -52 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 131 $33.2K 0.03% -46 13F-HR Timeline OFI INVEST ASSET MANAGEMENT More: the full row for OFI INVEST ASSET MANAGEMENT 135 $33.1K <0.01% 13F-HR Timeline LFA - Lugano Financial Advisors SA More: the full row for LFA - Lugano Financial Advisors SA 125 $31.7K 0.02% +45 13F-HR Timeline FPC INVESTMENT ADVISORY, INC. More: the full row for FPC INVESTMENT ADVISORY, INC. 106 $31.1K 0.02% new 13F-HR Timeline Arrowpoint Investment Partners (Singapo… in group Arrowpoint Investment Partner… More: the full row for Arrowpoint Investment Partners (Singapore) Pte. Ltd. 120 $30.4K 0.02% 13F-HR Timeline Group Battery Global Advisors, LLC More: the full row for Battery Global Advisors, LLC 119 $30.3K 0.02% 0 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 118 $29.9K 0.01% -148 13F-HR Timeline Centricity Wealth Management, LLC More: the full row for Centricity Wealth Management, LLC 118 $29.9K 0.03% 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 117 $29.7K 0.01% +7 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 105 $26.6K 0.01% 0 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 104 $26.4K 0.01% +12 13F-HR Timeline Sandy Spring Bank More: the full row for Sandy Spring Bank 103 $26.1K <0.01% -4 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 101 $25.6K <0.01% -84 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 100 $25.4K <0.01% new 13F-HR Timeline OARSMAN CAPITAL, INC. More: the full row for OARSMAN CAPITAL, INC. 100 $25.4K <0.01% 0 13F-HR Timeline CarsonAllaria Wealth Management, Ltd. More: the full row for CarsonAllaria Wealth Management, Ltd. 98 $24.9K 0.01% +8 13F-HR Timeline HALL LAURIE J TRUSTEE More: the full row for HALL LAURIE J TRUSTEE 96 $24K 0.01% new 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 94 $24K <0.01% +28 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Ritter Daniher Financial Advisory LLC /… More: the full row for Ritter Daniher Financial Advisory LLC / DE 90 $22.8K 0.01% 0 13F-HR Timeline MidAtlantic Capital Management, Inc. More: the full row for MidAtlantic Capital Management, Inc. 87 $22.1K 0.02% +13 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 85 $21.6K <0.01% -25 13F-HR Timeline Coppell Advisory Solutions LLC More: the full row for Coppell Advisory Solutions LLC 82 $20.8K <0.01% +11 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 80 $20.4K <0.01% -6 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 76 $19.3K 0.01% +59 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 75 $19K <0.01% 0 13F-HR/A Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 76 $19K <0.01% -23 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 73 $18.5K <0.01% 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 72 $18.3K <0.01% +12 13F-HR Timeline Cedar Mountain Advisors, LLC More: the full row for Cedar Mountain Advisors, LLC 72 $18.3K <0.01% 0 13F-HR Timeline Darwin Wealth Management, LLC More: the full row for Darwin Wealth Management, LLC 71 $18.2K 0.01% -214 13F-HR/A Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 71 $18K <0.01% +21 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 69 $17.6K <0.01% -4 13F-HR/A Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 68 $17.3K <0.01% -7 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 66 $16.7K 0.01% -44 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 66 $16.7K <0.01% +18 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 61 $15.6K <0.01% -5 13F-HR Timeline Cetera Trust Company, N.A More: the full row for Cetera Trust Company, N.A 61 $15.5K 0.01% 0 13F-HR Timeline Riggs Asset Managment Co. Inc. More: the full row for Riggs Asset Managment Co. Inc. 60 $15.3K <0.01% -1 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 60 $15.2K 0.01% +1 13F-HR Timeline Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 52 $13.2K <0.01% -23 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 50 $12.7K <0.01% 0 13F-HR Timeline Group Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 50 $12.7K <0.01% -136 13F-HR Timeline CURIO WEALTH, LLC More: the full row for CURIO WEALTH, LLC 50 $12.7K 0.01% 13F-HR Timeline PINNEY & SCOFIELD, INC. More: the full row for PINNEY & SCOFIELD, INC. 50 $12.7K 0.01% 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 48 $12.2K <0.01% -113 13F-HR Timeline Synergy Asset Management, LLC in group Synergy Asset Management, LLC More: the full row for Synergy Asset Management, LLC 34 $10.8K <0.01% new 13F-HR Timeline Group Clean Yield Group More: the full row for Clean Yield Group 42 $10.7K <0.01% 0 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 40 $10.2K <0.01% +14 13F-HR Timeline Zions Bancorporation, N.A. More: the full row for Zions Bancorporation, N.A. 39 $9.89K <0.01% -435 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 39 $9.89K 0.01% 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 36 $9.13K <0.01% -46 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 36 $9.03K <0.01% -14 13F-HR Timeline Group Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 35 $8.94K <0.01% -43 13F-HR Timeline Winch Advisory Services, LLC More: the full row for Winch Advisory Services, LLC 33 $8.37K <0.01% new 13F-HR Timeline Citizens National Bank Trust Department More: the full row for Citizens National Bank Trust Department 32 $8.12K <0.01% -35 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 29 $8K <0.01% new 13F-HR Timeline Group ATTICUS WEALTH MANAGEMENT, LLC More: the full row for ATTICUS WEALTH MANAGEMENT, LLC 30 $7.61K <0.01% 0 13F-HR Timeline Byrne Asset Management LLC More: the full row for Byrne Asset Management LLC 30 $7.61K 0.01% 0 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 28 $7.11K <0.01% -51 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 27 $6.85K <0.01% 0 13F-HR Timeline FSA Wealth Management LLC More: the full row for FSA Wealth Management LLC 26 $6.6K <0.01% 0 13F-HR Timeline FIRST UNITED BANK & TRUST More: the full row for FIRST UNITED BANK & TRUST 25 $6.34K <0.01% 0 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 25 $6.34K <0.01% 0 13F-HR Timeline MPWM ADVISORY SOLUTIONS, LLC More: the full row for MPWM ADVISORY SOLUTIONS, LLC 25 $6.34K <0.01% 13F-HR Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 25 $6.34K <0.01% 0 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 22 $6K <0.01% -45 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 23 $5.83K <0.01% 13F-HR Timeline Evelyn Partners Asset Management Ltd in group Evelyn Partners Group Ltd More: the full row for Evelyn Partners Asset Management Ltd 22 $5.58K <0.01% 13F-HR Timeline Group Archer Investment Corp More: the full row for Archer Investment Corp 20 $5.07K <0.01% 0 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 20 $5.07K <0.01% -137 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 19 $4.84K <0.01% -1 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 19 $4.82K <0.01% -4 13F-HR Timeline Mowery & Schoenfeld Wealth Management, … More: the full row for Mowery & Schoenfeld Wealth Management, LLC 19 $4.82K 0.01% new 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 19 $4.82K <0.01% -148 13F-HR Timeline Group Larson Financial Group LLC More: the full row for Larson Financial Group LLC 18 $4.57K <0.01% +14 13F-HR Timeline