Alpha Advisors, LLC/VA More: the full row for Alpha Advisors, LLC/VA 3,900 $284K 0.21% 0 13F-HR Timeline KCM INVESTMENT ADVISORS LLC More: the full row for KCM INVESTMENT ADVISORS LLC 3,865 $282K 0.01% 0 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 3,723 $271K <0.01% -1,798 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 3,655 $266K 0.01% -520 13F-HR Timeline Group Ironwood Financial, llc More: the full row for Ironwood Financial, llc 3,671 $265K 0.04% -43 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 3,632 $265K 0.02% new 13F-HR Timeline Accelerate Investment Advisors LLC More: the full row for Accelerate Investment Advisors LLC 3,628 $264K 0.15% 0 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 3,538 $258K <0.01% +61 13F-HR Timeline GREENUP STREET WEALTH MANAGEMENT LLC More: the full row for GREENUP STREET WEALTH MANAGEMENT LLC 3,467 $253K 0.03% -387 13F-HR Timeline Banco Santander, S.A. in group Banco Santander, S.A. More: the full row for Banco Santander, S.A. 3,449 $251K <0.01% -452 13F-HR Timeline Group WATERSHED PRIVATE WEALTH LLC More: the full row for WATERSHED PRIVATE WEALTH LLC 3,306 $241K 0.07% -44 13F-HR Timeline Centerline Wealth Advisors, LLC More: the full row for Centerline Wealth Advisors, LLC 3,257 $237K 0.07% -316 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 3,201 $231K <0.01% 0 13F-HR Timeline SUTTON PLACE INVESTORS LLC More: the full row for SUTTON PLACE INVESTORS LLC 3,165 $231K 0.11% 0 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 3,106 $226K <0.01% -12,888 13F-HR Timeline BURKE & HERBERT BANK & TRUST CO More: the full row for BURKE & HERBERT BANK & TRUST CO 3,050 $222K 0.06% 0 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 3,037 $221K <0.01% -1,361 13F-HR/A Timeline Vident Advisory, LLC in group Vident Advisory, LLC More: the full row for Vident Advisory, LLC 3,030 $221K <0.01% 0 13F-HR Timeline Group Bank Julius Baer & Co. Ltd, Zurich More: the full row for Bank Julius Baer & Co. Ltd, Zurich 3,011 $219K <0.01% +2,192 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 3,000 $219K 0.01% 0 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 2,930 $213K <0.01% new 13F-HR Timeline Group Foguth Wealth Management, LLC. More: the full row for Foguth Wealth Management, LLC. 2,906 $209K 0.02% 0 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 2,813 $205K <0.01% new 13F-HR Timeline OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 2,782 $203K <0.01% new 13F-HR Timeline Group Meridian Financial Advisors, LLC More: the full row for Meridian Financial Advisors, LLC 2,769 $202K 0.1% new 13F-HR Timeline POM Investment Strategies, LLC More: the full row for POM Investment Strategies, LLC 2,736 $199K 0.23% -740 13F-HR Timeline LOM Asset Management Ltd More: the full row for LOM Asset Management Ltd 2,285 $166K 0.04% 0 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 2,150 $157K <0.01% +260 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 2,100 $153K 0.04% 0 13F-HR Timeline Osbon Capital Management LLC More: the full row for Osbon Capital Management LLC 2,054 $150K 0.12% -1 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 2,057 $149K <0.01% 0 13F-HR Timeline USA FINANCIAL FORMULAS More: the full row for USA FINANCIAL FORMULAS 1,988 $145K 0.03% 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 1,969 $143K <0.01% 0 13F-HR Timeline Strategic Investment Advisors / MI More: the full row for Strategic Investment Advisors / MI 1,959 $143K 0.01% +34 13F-HR Timeline Steigerwald, Gordon & Koch Inc. More: the full row for Steigerwald, Gordon & Koch Inc. 1,800 $131K 0.01% 0 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 1,676 $122K 0.02% +29 13F-HR Timeline New Republic Capital, LLC More: the full row for New Republic Capital, LLC 1,666 $121K 0.03% 0 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 1,595 $116K <0.01% -40 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 1,533 $112K <0.01% 0 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 1,534 $112K <0.01% 0 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 1,525 $111K <0.01% 0 13F-HR Timeline SCHRODER INVESTMENT MANAGEMENT GROUP More: the full row for SCHRODER INVESTMENT MANAGEMENT GROUP 1,515 $110K <0.01% 0 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 1,500 $109K <0.01% 0 13F-HR Timeline Colonial Trust Advisors in group Colonial Trust Advisors More: the full row for Colonial Trust Advisors 1,401 $102K 0.01% -365 13F-HR Timeline Group Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 1,200 $87.4K 0.01% -300 13F-HR Timeline IAG Wealth Partners, LLC More: the full row for IAG Wealth Partners, LLC 1,180 $86K 0.01% +20 13F-HR Timeline Templeton & Phillips Capital Management… More: the full row for Templeton & Phillips Capital Management, LLC 1,124 $81.9K 0.06% 0 13F-HR Timeline MPWM ADVISORY SOLUTIONS, LLC More: the full row for MPWM ADVISORY SOLUTIONS, LLC 1,089 $79.3K 0.04% 0 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 1,000 $73.3K <0.01% 0 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 952 $69.4K <0.01% +422 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 921 $67.1K <0.01% 13F-HR Timeline PHILLIPS FINANCIAL MANAGEMENT, LLC More: the full row for PHILLIPS FINANCIAL MANAGEMENT, LLC 819 $59.7K <0.01% 0 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 800 $58.3K 0.01% 0 13F-HR Timeline Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 747 $54.4K 0.06% +120 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 680 $49.5K <0.01% 0 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 585 $42.6K <0.01% 0 13F-HR Timeline Group Allworth Financial LP More: the full row for Allworth Financial LP 571 $41.6K <0.01% +7 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 556 $40.5K <0.01% new 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 490 $35.7K <0.01% 0 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 400 $29.1K 0.01% -200 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 349 $25.4K <0.01% 0 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 308 $22.4K <0.01% new 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 300 $21.7K <0.01% 0 13F-HR Timeline CDKV HOLDINGS LLC More: the full row for CDKV HOLDINGS LLC 288 $21K 0.02% 0 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 270 $19.7K 0.01% 0 13F-HR Timeline Aberdeen Wealth Management LLC More: the full row for Aberdeen Wealth Management LLC 200 $14.6K 0.01% -200 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 184 $13.4K <0.01% -429 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 170 $12K <0.01% 0 13F-HR Timeline Group Your Advocates Ltd., LLP More: the full row for Your Advocates Ltd., LLP 163 $11.9K <0.01% 0 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 123 $9K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Alpine Bank Wealth Management in group Alpine Bank Wealth Management More: the full row for Alpine Bank Wealth Management 121 $8.81K <0.01% new 13F-HR Timeline Group BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 100 $7.29K <0.01% new 13F-HR Timeline Group SIMPLEX TRADING, LLC More: the full row for SIMPLEX TRADING, LLC 95 $6.92K <0.01% -995 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 79 $5.76K <0.01% 0 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 62 $4.52K <0.01% 0 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 59 $4.3K <0.01% 0 13F-HR Timeline VANGUARD ADVISERS INC in group VANGUARD GROUP INC More: the full row for VANGUARD ADVISERS INC 40 $2.91K <0.01% 0 13F-HR Timeline Group Portfolio Resources Advisor Group, Inc. More: the full row for Portfolio Resources Advisor Group, Inc. 40 $2.91K <0.01% 0 13F-HR Timeline EPG Wealth Management LLC More: the full row for EPG Wealth Management LLC 38 $2.77K <0.01% 0 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 32 $2.31K <0.01% 0 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 31 $2.26K <0.01% new 13F-HR Timeline Financially Speaking Inc More: the full row for Financially Speaking Inc 6 $408 <0.01% -14 13F-HR Timeline Silver Grove Financial Group, Inc. More: the full row for Silver Grove Financial Group, Inc. 3 $219 <0.01% new 13F-HR Timeline