Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 15,839 $1.82M 0.02% -11,975 13F-HR Timeline Apollon Wealth Management, LLC group of 2 filers holding More: the full row for Apollon Wealth Management, LLC 15,683 $1.8M -4,226 Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 15,682 $1.8M 0.1% +2,114 13F-HR Timeline Eisler Capital Management Ltd. More: the full row for Eisler Capital Management Ltd. 15,474 $1.8M 0.04% new 13F-HR Timeline LEE JOHNSON CAPITAL MANAGEMENT, LLC More: the full row for LEE JOHNSON CAPITAL MANAGEMENT, LLC 15,476 $1.78M 0.59% +160 13F-HR Timeline ARKANSAS FINANCIAL GROUP, INC. More: the full row for ARKANSAS FINANCIAL GROUP, INC. 15,333 $1.76M 0.26% +350 13F-HR/A Timeline PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 15,280 $1.76M 0.02% -115 13F-HR Timeline WESBANCO BANK INC More: the full row for WESBANCO BANK INC 14,878 $1.71M 0.05% -199 13F-HR Timeline NTV Asset Management LLC More: the full row for NTV Asset Management LLC 14,844 $1.71M 0.19% -503 13F-HR Timeline Segment Wealth Management, LLC More: the full row for Segment Wealth Management, LLC 14,496 $1.67M 0.1% -4,384 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 14,480 $1.67M <0.01% +1,616 13F-HR Timeline Group NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 14,477 $1.67M 0.03% +12,337 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 14,425 $1.66M 0.18% -728 13F-HR Timeline Blue Fin Capital, Inc. More: the full row for Blue Fin Capital, Inc. 14,154 $1.63M 0.26% +399 13F-HR Timeline AFT, FORSYTH & COMPANY, INC. More: the full row for AFT, FORSYTH & COMPANY, INC. 14,069 $1.62M 0.78% +50 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 14,047 $1.62M 0.44% +578 13F-HR/A Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 13,918 $1.6M 0.13% new 13F-HR Timeline Westwind Capital More: the full row for Westwind Capital 13,863 $1.59M 0.33% +647 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 13,746 $1.58M 0.02% -892 13F-HR Timeline Genesee Capital Advisors, LLC More: the full row for Genesee Capital Advisors, LLC 13,745 $1.58M 0.69% +199 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 13,694 $1.57M 0.01% -1 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 13,681 $1.57M 0.01% +308 13F-HR Timeline Columbus Macro, LLC More: the full row for Columbus Macro, LLC 13,674 $1.57M 0.18% -348 13F-HR Timeline IAM Advisory, LLC More: the full row for IAM Advisory, LLC 13,572 $1.56M 0.35% -1,750 13F-HR Timeline XTX Topco Ltd in group XTX Topco Ltd More: the full row for XTX Topco Ltd 13,559 $1.56M 0.08% new 13F-HR Timeline Group WestEnd Advisors, LLC More: the full row for WestEnd Advisors, LLC 13,551 $1.56M 0.04% -1,607,895 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 13,201 $1.52M 0.04% -347 13F-HR Timeline Montis Financial, LLC More: the full row for Montis Financial, LLC 13,175 $1.52M 0.35% -636 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 13,207 $1.5M 0.08% +289 13F-HR/A Timeline IBEX WEALTH ADVISORS More: the full row for IBEX WEALTH ADVISORS 13,023 $1.5M 0.14% +10,039 13F-HR Timeline Quantum Portfolio Management LLC More: the full row for Quantum Portfolio Management LLC 12,930 $1.49M 0.44% +7,990 13F-HR Timeline Nikulski Financial, Inc. More: the full row for Nikulski Financial, Inc. 12,789 $1.47M 0.37% -56 13F-HR Timeline Northstar Advisory Group, LLC More: the full row for Northstar Advisory Group, LLC 12,696 $1.46M 0.6% -6,654 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 12,695 $1.46M 0.02% -255 13F-HR Timeline RFG - Bristol Wealth Advisors, LLC More: the full row for RFG - Bristol Wealth Advisors, LLC 12,672 $1.46M 0.42% -584 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 12,643 $1.45M 0.01% +1,351 13F-HR Timeline PARSONS CAPITAL MANAGEMENT INC/RI More: the full row for PARSONS CAPITAL MANAGEMENT INC/RI 12,468 $1.43M 0.08% 0 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 12,231 $1.41M 0.04% +1,883 13F-HR Timeline MONEY CONCEPTS CAPITAL CORP More: the full row for MONEY CONCEPTS CAPITAL CORP 12,101 $1.39M 0.09% +2,065 13F-HR Timeline Apeiron RIA LLC More: the full row for Apeiron RIA LLC 12,119 $1.39M 0.31% -731 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 11,938 $1.38M 0.09% +3,423 13F-HR Timeline NOVARE CAPITAL MANAGEMENT LLC More: the full row for NOVARE CAPITAL MANAGEMENT LLC 11,850 $1.36M 0.1% -225 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 12,548 $1.36M 0.11% 0 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 11,715 $1.35M 0.09% +3,008 13F-HR Timeline Ulland Investment Advisors, LLC More: the full row for Ulland Investment Advisors, LLC 11,480 $1.32M 0.99% +5 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 11,435 $1.32M 0.3% -171 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 11,418 $1.31M 0.03% -1,100 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 11,400 $1.31M <0.01% -196,152 13F-HR Timeline Group StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 11,146 $1.28M 0.06% +297 13F-HR Timeline Group SANDERS MORRIS HARRIS LLC More: the full row for SANDERS MORRIS HARRIS LLC 11,100 $1.28M 0.17% new 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 11,075 $1.27M 0.01% -407 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 11,073 $1.27M 0.04% -307 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 11,020 $1.27M 0.01% +533 13F-HR Timeline CARY STREET PARTNERS FINANCIAL LLC in group CARY STREET PARTNERS ASSET MA… More: the full row for CARY STREET PARTNERS FINANCIAL LLC 10,929 $1.26M 0.03% new 13F-HR Timeline Group CIBC WORLD MARKET INC. More: the full row for CIBC WORLD MARKET INC. 10,897 $1.25M <0.01% -709 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 10,883 $1.25M 0.02% +233 13F-HR Timeline SummitTX Capital, L.P. More: the full row for SummitTX Capital, L.P. 10,833 $1.25M 0.05% new 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 10,766 $1.24M 0.05% -1,921 13F-HR Timeline Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 10,705 $1.23M 0.44% +70 13F-HR Timeline Cascade Wealth Advisors, Inc More: the full row for Cascade Wealth Advisors, Inc 10,945 $1.22M 0.6% -800 13F-HR Timeline Stratos Wealth Partners, LTD. group of 2 filers holding More: the full row for Stratos Wealth Partners, LTD. 10,526 $1.21M -19,991 Timeline NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 10,487 $1.21M <0.01% -1,215 13F-HR Timeline Group Citizens National Bank Trust Department More: the full row for Citizens National Bank Trust Department 10,414 $1.2M 0.21% -2,594 13F-HR Timeline LYELL WEALTH MANAGEMENT, LP More: the full row for LYELL WEALTH MANAGEMENT, LP 10,341 $1.19M 0.09% -36 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 10,246 $1.18M 0.01% -2,904 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 10,244 $1.18M 0.02% -1,064 13F-HR Timeline Group United Community Bank in group United Community Bank More: the full row for United Community Bank 10,212 $1.17M 0.36% 0 13F-HR Timeline Group Trivium Point Advisory, LLC More: the full row for Trivium Point Advisory, LLC 10,115 $1.16M 0.12% +5 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 10,085 $1.16M 0.06% -9,125 13F-HR Timeline Group TUDOR INVESTMENT CORP ET AL More: the full row for TUDOR INVESTMENT CORP ET AL 10,000 $1.15M 0.01% -41,228 13F-HR/A Timeline RENAISSANCE TECHNOLOGIES LLC More: the full row for RENAISSANCE TECHNOLOGIES LLC 10,000 $1.15M <0.01% new 13F-HR Timeline KCM INVESTMENT ADVISORS LLC More: the full row for KCM INVESTMENT ADVISORS LLC 9,934 $1.14M 0.04% -2,150 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 9,860 $1.13M <0.01% +5,231 13F-HR Timeline Group Allen Capital Group, LLC More: the full row for Allen Capital Group, LLC 9,838 $1.13M 0.11% 0 13F-HR Timeline Altura Wealth Advisors Inc. More: the full row for Altura Wealth Advisors Inc. 9,757 $1.12M 0.53% +1,538 13F-HR Timeline Global Trust Asset Management, LLC More: the full row for Global Trust Asset Management, LLC 9,585 $1.1M 0.5% +1,595 13F-HR Timeline Intellectus Partners, LLC More: the full row for Intellectus Partners, LLC 9,404 $1.08M 0.21% 0 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 9,378 $1.08M 0.01% -79 13F-HR Timeline Gerber Kawasaki Wealth & Investment Man… More: the full row for Gerber Kawasaki Wealth & Investment Management 9,330 $1.07M 0.04% -197 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 9,319 $1.07M 0.01% -311 13F-HR/A Timeline Calamos Wealth Management LLC in group Calamos Advisors LLC More: the full row for Calamos Wealth Management LLC 9,300 $1.07M 0.04% 0 13F-HR Timeline Group BYRNE FINANCIAL FREEDOM, LLC More: the full row for BYRNE FINANCIAL FREEDOM, LLC 9,106 $1.05M 0.52% +2,810 13F-HR Timeline Pacific Sun Financial Corp More: the full row for Pacific Sun Financial Corp 9,070 $1.04M 0.5% +350 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 9,044 $1.04M 0.03% +227 13F-HR Timeline JTC Employer Solutions Trustee Ltd More: the full row for JTC Employer Solutions Trustee Ltd 9,011 $1.04M 0.09% 0 13F-HR Timeline CAHILL FINANCIAL ADVISORS INC More: the full row for CAHILL FINANCIAL ADVISORS INC 8,998 $1.03M 0.12% -15 13F-HR Timeline Yarbrough Capital, LLC More: the full row for Yarbrough Capital, LLC 8,945 $1.03M 0.03% 0 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 8,941 $1.03M 0.03% +65 13F-HR Timeline PEAPACK GLADSTONE FINANCIAL CORP More: the full row for PEAPACK GLADSTONE FINANCIAL CORP 8,939 $1.03M 0.01% -111 13F-HR Timeline TWO SIGMA INVESTMENTS, LP in group TWO SIGMA INVESTMENTS, LP More: the full row for TWO SIGMA INVESTMENTS, LP 8,900 $1.02M <0.01% -3,145,400 13F-HR Timeline Group KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 8,810 $1.01M <0.01% 0 13F-HR Timeline Group KANE INVESTMENT MANAGEMENT, INC. More: the full row for KANE INVESTMENT MANAGEMENT, INC. 8,800 $1.01M 0.49% 0 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 8,768 $1.01M 0.01% -226 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 8,723 $1M 0.02% -243 13F-HR Timeline TruWealth Advisors, LLC More: the full row for TruWealth Advisors, LLC 8,594 $988K 0.05% +243 13F-HR Timeline Bramshill Investments, LLC More: the full row for Bramshill Investments, LLC 8,500 $978K 0.07% -500 13F-HR Timeline LMCG INVESTMENTS, LLC More: the full row for LMCG INVESTMENTS, LLC 8,395 $966K 0.06% +613 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 8,277 $952K <0.01% +706 13F-HR Timeline Fortis Group Advisors, LLC More: the full row for Fortis Group Advisors, LLC 8,233 $951K 0.16% -660 13F-HR Timeline Retirement Planning Group, LLC More: the full row for Retirement Planning Group, LLC 8,177 $940K 0.03% -2,146 13F-HR Timeline Cascades Capital Asset Management, LLC More: the full row for Cascades Capital Asset Management, LLC 8,085 $930K 0.41% -1,500 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 7,817 $899K 0.03% +285 13F-HR Timeline OVERSEA-CHINESE BANKING Corp Ltd in group OVERSEA-CHINESE BANKING Corp … More: the full row for OVERSEA-CHINESE BANKING Corp Ltd 7,781 $895K 0.02% 0 13F-HR Timeline Group Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 7,754 $892K 0.02% 0 13F-HR Timeline Eldridge Investment Advisors, Inc. More: the full row for Eldridge Investment Advisors, Inc. 7,704 $886K 0.2% +1,459 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 7,521 $865K 0.01% -452 13F-HR Timeline ALPINE WOODS CAPITAL INVESTORS, LLC in group ALPINE WOODS CAPITAL INVESTOR… More: the full row for ALPINE WOODS CAPITAL INVESTORS, LLC 7,500 $863K 0.2% 0 13F-HR Timeline Group Sterling Investment Counsel, LLC More: the full row for Sterling Investment Counsel, LLC 7,477 $860K 0.28% +836 13F-HR Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 7,356 $846K <0.01% +93 13F-HR Timeline Legacy Financial Strategies, LLC More: the full row for Legacy Financial Strategies, LLC 7,329 $843K 0.15% +218 13F-HR Timeline One Capital Management, LLC More: the full row for One Capital Management, LLC 7,260 $835K 0.03% +125 13F-HR Timeline WBH ADVISORY INC More: the full row for WBH ADVISORY INC 7,201 $828K 0.06% -309 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 6,936 $798K 0.03% -16,442 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 6,987 $792K 0.02% -500 13F-HR/A Timeline Madison Wealth Partners, Inc More: the full row for Madison Wealth Partners, Inc 6,882 $791K 0.16% 0 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 6,871 $790K 0.06% +1,627 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 6,850 $788K 0.02% 0 13F-HR Timeline MONETARY MANAGEMENT GROUP INC More: the full row for MONETARY MANAGEMENT GROUP INC 6,825 $785K 0.18% +100 13F-HR Timeline Balentine LLC More: the full row for Balentine LLC 6,724 $773K 0.03% new 13F-HR Timeline CAPSTONE INVESTMENT ADVISORS, LLC in group CAPSTONE INVESTMENT ADVISORS,… More: the full row for CAPSTONE INVESTMENT ADVISORS, LLC 6,686 $769K 0.01% new 13F-HR Timeline Group Triangle Securities Wealth Management More: the full row for Triangle Securities Wealth Management 6,680 $768K 0.17% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Kesler, Norman & Wride, LLC More: the full row for Kesler, Norman & Wride, LLC 7,639 $765K 0.15% +1,545 13F-HR Timeline Avantax Planning Partners, Inc. More: the full row for Avantax Planning Partners, Inc. 6,550 $753K 0.02% 0 13F-HR Timeline Goelzer Investment Management, Inc. More: the full row for Goelzer Investment Management, Inc. 6,470 $744K 0.04% -200 13F-HR Timeline Rathbones Group PLC More: the full row for Rathbones Group PLC 6,360 $731K <0.01% 0 13F-HR Timeline Novak & Powell Financial Services, Inc. More: the full row for Novak & Powell Financial Services, Inc. 6,225 $716K 0.38% -100 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 6,224 $716K 0.05% +3,364 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 6,160 $708K 0.04% +485 13F-HR Timeline Voya Financial Advisors, Inc. in group VOYA INVESTMENT MANAGEMENT LLC More: the full row for Voya Financial Advisors, Inc. 6,082 $705K 0.07% +42 13F-HR Timeline Group PARTNERS CAPITAL INVESTMENT GROUP, LLP More: the full row for PARTNERS CAPITAL INVESTMENT GROUP, LLP 6,125 $704K 0.03% 0 13F-HR Timeline Quantitative Investment Management, LLC More: the full row for Quantitative Investment Management, LLC 6,083 $699K 0.1% -26,179 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 6,030 $694K -575 Timeline GSA CAPITAL PARTNERS LLP More: the full row for GSA CAPITAL PARTNERS LLP 6,010 $691K 0.06% +2,677 13F-HR Timeline Houlihan Financial Resource Group, Ltd. More: the full row for Houlihan Financial Resource Group, Ltd. 5,980 $688K 0.6% -4,839 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 5,966 $686K 0.04% +125 13F-HR Timeline MUIRFIELD WEALTH ADVISORS LLC More: the full row for MUIRFIELD WEALTH ADVISORS LLC 5,918 $681K 0.5% 0 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 5,856 $673K <0.01% +151 13F-HR Timeline Group Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 5,838 $671K 0.02% -41,034 13F-HR Timeline Group CHATHAM CAPITAL GROUP, INC. More: the full row for CHATHAM CAPITAL GROUP, INC. 5,825 $670K 0.1% 0 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 5,810 $668K 0.01% -47 13F-HR Timeline Group UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 5,783 $665K <0.01% -500 13F-HR Timeline Group CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 5,707 $656K 0.02% new 13F-HR Timeline Group Compound Planning, Inc. More: the full row for Compound Planning, Inc. 5,703 $656K 0.02% +145 13F-HR Timeline Plotkin Financial Advisors, LLC More: the full row for Plotkin Financial Advisors, LLC 5,695 $655K 0.32% 0 13F-HR Timeline EHRLICH FINANCIAL GROUP More: the full row for EHRLICH FINANCIAL GROUP 5,691 $655K 0.39% +237 13F-HR Timeline 360 Financial, Inc. More: the full row for 360 Financial, Inc. 5,667 $652K 0.21% -1,620 13F-HR Timeline Balyasny Asset Management L.P. in group Balyasny Asset Management More: the full row for Balyasny Asset Management L.P. 5,656 $650K <0.01% -19,745 13F-HR Timeline Group KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 5,656 $650K 0.04% +164 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 5,635 $648K 0.02% +545 13F-HR/A Timeline Tennessee Valley Asset Management Partn… More: the full row for Tennessee Valley Asset Management Partners 5,349 $615K 0.08% new 13F-HR Timeline CALTON & ASSOCIATES, INC. More: the full row for CALTON & ASSOCIATES, INC. 5,344 $615K 0.09% -367 13F-HR Timeline Edgestream Partners, L.P. More: the full row for Edgestream Partners, L.P. 5,220 $600K 0.02% -4,014 13F-HR Timeline SYNOVUS FINANCIAL CORP More: the full row for SYNOVUS FINANCIAL CORP 5,092 $586K 0.01% 0 13F-HR Timeline Ignite Planners, LLC More: the full row for Ignite Planners, LLC 5,072 $583K 0.1% +2,800 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 4,957 $570K 0.05% -1,856 13F-HR Timeline Sharp Wealth Advisory, LLC More: the full row for Sharp Wealth Advisory, LLC 4,949 $569K 0.31% +1,703 13F-HR Timeline WJ Wealth Management, LLC More: the full row for WJ Wealth Management, LLC 4,925 $569K 0.25% -4,925 13F-HR/A Timeline Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 4,921 $566K 0.02% -329 13F-HR Timeline Haverford Trust Co More: the full row for Haverford Trust Co 4,875 $561K 0.01% 0 13F-HR Timeline Pinnacle Family Advisors, LLC More: the full row for Pinnacle Family Advisors, LLC 4,852 $558K 0.24% +27 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 4,824 $555K 0.04% -96,341 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 4,742 $545K 0.03% +18 13F-HR Timeline Caprock Group, LLC More: the full row for Caprock Group, LLC 4,837 $523K 0.01% 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 4,487 $516K 0.02% -710 13F-HR Timeline Wellington Shields Capital Management, … group of 2 filers holding More: the full row for Wellington Shields Capital Management, LLC 4,425 $509K 0 Timeline Investmark Advisory Group LLC More: the full row for Investmark Advisory Group LLC 4,275 $492K 0.21% -13 13F-HR Timeline CARRET ASSET MANAGEMENT, LLC More: the full row for CARRET ASSET MANAGEMENT, LLC 4,270 $491K 0.05% +60 13F-HR Timeline COLTON GROOME FINANCIAL ADVISORS, LLC More: the full row for COLTON GROOME FINANCIAL ADVISORS, LLC 4,250 $489K 0.15% 0 13F-HR Timeline Trilogy Capital Inc. More: the full row for Trilogy Capital Inc. 4,240 $488K 0.02% +100 13F-HR Timeline Cynosure Group, LLC More: the full row for Cynosure Group, LLC 4,200 $483K 0.05% 0 13F-HR/A Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 4,200 $483K 0.11% 0 13F-HR Timeline NorthCoast Asset Management LLC More: the full row for NorthCoast Asset Management LLC 4,188 $482K <0.01% +79 13F-HR Timeline Maxele Advisors, LLC More: the full row for Maxele Advisors, LLC 4,160 $478K 0.41% 0 13F-HR Timeline Sandbox Financial Partners, LLC More: the full row for Sandbox Financial Partners, LLC 4,148 $477K 0.14% -236 13F-HR Timeline Vontobel Holding Ltd. in group Vontobel Holding Ltd. More: the full row for Vontobel Holding Ltd. 4,145 $477K <0.01% -576 13F-HR Timeline Group Mathes Company, Inc. More: the full row for Mathes Company, Inc. 4,125 $474K 0.17% -61,650 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 4,107 $472K <0.01% +224 13F-HR Timeline Group Arlington Capital Management, Inc. More: the full row for Arlington Capital Management, Inc. 4,101 $472K 0.3% -15 13F-HR Timeline MWA Asset Management More: the full row for MWA Asset Management 4,085 $470K 0.26% +45 13F-HR Timeline BRADLEY FOSTER & SARGENT INC/CT More: the full row for BRADLEY FOSTER & SARGENT INC/CT 4,085 $470K 0.01% 0 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 4,080 $469K 0.02% +290 13F-HR Timeline Westfuller Advisors, LLC More: the full row for Westfuller Advisors, LLC 4,030 $463K 0.21% -325 13F-HR Timeline Cannell & Spears LLC More: the full row for Cannell & Spears LLC 4,000 $460K 0.01% 0 13F-HR Timeline Weiss Asset Management LP in group Weiss Asset Management LP More: the full row for Weiss Asset Management LP 3,988 $459K 0.01% new 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 3,970 $457K 0.01% +335 13F-HR Timeline Group Matthew Goff Investment Advisor, LLC More: the full row for Matthew Goff Investment Advisor, LLC 3,957 $455K 0.08% 0 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 3,822 $440K 0.01% -3,260 13F-HR Timeline Apexium Financial, LP More: the full row for Apexium Financial, LP 3,767 $433K 0.02% new 13F-HR Timeline Y.D. More Investments Ltd in group Y.D. More Investments Ltd More: the full row for Y.D. More Investments Ltd 3,740 $430K 0.02% -330 13F-HR Timeline Group Canal Capital Management, LLC More: the full row for Canal Capital Management, LLC 3,735 $430K 0.06% -200 13F-HR Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 3,730 $429K <0.01% -1,189 13F-HR Timeline Samalin Investment Counsel, LLC More: the full row for Samalin Investment Counsel, LLC 3,650 $420K 0.14% 0 13F-HR Timeline Millennium Capital Advisors, LLC More: the full row for Millennium Capital Advisors, LLC 3,614 $416K 0.25% 0 13F-HR Timeline Union Bancaire Privee, UBP SA More: the full row for Union Bancaire Privee, UBP SA 3,711 $416K 0.01% 0 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 3,595 $413K <0.01% 0 13F-HR Timeline Group LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 3,582 $412K 0.03% -511 13F-HR Timeline Fortis Capital Management LLC More: the full row for Fortis Capital Management LLC 3,550 $408K 0.06% 0 13F-HR Timeline Dupree Financial Group, LLC More: the full row for Dupree Financial Group, LLC 3,541 $407K 0.15% -48 13F-HR Timeline Wealthstream Advisors, Inc. More: the full row for Wealthstream Advisors, Inc. 3,500 $403K 0.06% 0 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 3,500 $403K 0.07% -325 13F-HR Timeline