Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 10,531 $967K 0.03% +44 13F-HR Timeline Cove Private Wealth, LLC More: the full row for Cove Private Wealth, LLC 10,500 $964K 0.19% -1,515 13F-HR Timeline First Bank & Trust More: the full row for First Bank & Trust 10,473 $961K 0.14% +349 13F-HR Timeline Balefire, LLC More: the full row for Balefire, LLC 10,334 $948K 0.15% +2,128 13F-HR Timeline Meeder Advisory Services, Inc. group of 2 filers holding More: the full row for Meeder Advisory Services, Inc. 10,297 $945K -72 Timeline NICOLET BANKSHARES INC in group NICOLET BANKSHARES INC More: the full row for NICOLET BANKSHARES INC 10,014 $943K 0.03% -2,707 13F-HR Timeline Group CARY STREET PARTNERS ASSET MANAGEMENT L… group of 2 filers holding More: the full row for CARY STREET PARTNERS ASSET MANAGEMENT LLC 10,188 $935K +2,396 Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 10,154 $932K 0.08% +375 13F-HR Timeline CANANDAIGUA NATIONAL BANK & TRUST CO in group CANANDAIGUA NATIONAL BANK & T… More: the full row for CANANDAIGUA NATIONAL BANK & TRUST CO 10,029 $920K 0.08% 13F-HR Timeline Group Teton Advisors, LLC More: the full row for Teton Advisors, LLC 10,000 $918K 0.53% 0 13F-HR Timeline Crestmont Private Wealth LLC More: the full row for Crestmont Private Wealth LLC 9,931 $911K 0.26% new 13F-HR Timeline Banco BTG Pactual S.A. More: the full row for Banco BTG Pactual S.A. 9,923 $911K 0.12% +6,712 13F-HR Timeline Virtu Financial LLC in group Virtu Financial LLC More: the full row for Virtu Financial LLC 9,828 $902K 0.03% new 13F-HR Timeline Group Krilogy Financial LLC More: the full row for Krilogy Financial LLC 9,827 $902K 0.03% +1,414 13F-HR Timeline RW Investment Management LLC More: the full row for RW Investment Management LLC 9,762 $896K 0.08% 0 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 9,731 $893K 0.02% -1,173 13F-HR Timeline E&G Advisors, LLC More: the full row for E&G Advisors, LLC 9,686 $889K 0.17% +500 13F-HR Timeline Laird Norton Wetherby Trust Company, LLC in group Laird Norton Wetherby Trust C… More: the full row for Laird Norton Wetherby Trust Company, LLC 9,667 $887K 0.02% +222 13F-HR Timeline Group INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 9,661 $887K 0.02% -71 13F-HR Timeline Hudson Value Partners, LLC More: the full row for Hudson Value Partners, LLC 9,655 $886K 0.22% +425 13F-HR Timeline Global Wealth Management Investment Adv… More: the full row for Global Wealth Management Investment Advisory, Inc. 9,616 $883K 0.13% +68 13F-HR Timeline Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 9,537 $874K 0.01% +9,354 13F-HR Timeline Group SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 9,492 $871K 0.01% +990 13F-HR Timeline Beaumont Financial Advisors, LLC More: the full row for Beaumont Financial Advisors, LLC 9,465 $869K 0.06% +92 13F-HR Timeline Calydon Capital More: the full row for Calydon Capital 9,419 $864K 0.13% +2,607 13F-HR Timeline iSAM Funds (UK) Ltd in group iSAM Funds (UK) Ltd More: the full row for iSAM Funds (UK) Ltd 9,200 $844K 0.6% new 13F-HR Timeline Group Twin Tree Management, LP More: the full row for Twin Tree Management, LP 9,131 $838K 0.13% new 13F-HR Timeline CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 9,089 $834K 0.03% +1,517 13F-HR Timeline SAPIENT CAPITAL LLC More: the full row for SAPIENT CAPITAL LLC 9,064 $832K 0.01% -146,023 13F-HR/A Timeline GSA CAPITAL PARTNERS LLP More: the full row for GSA CAPITAL PARTNERS LLP 9,015 $827K 0.05% +441 13F-HR Timeline MOSAIC FINANCIAL GROUP, LLC More: the full row for MOSAIC FINANCIAL GROUP, LLC 9,015 $827K 0.53% +2,004 13F-HR Timeline TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 9,008 $827K 0.07% -110 13F-HR Timeline KRAEMATON INVESTMENT ADVISORS, INC More: the full row for KRAEMATON INVESTMENT ADVISORS, INC 8,995 $826K 0.61% +4 13F-HR Timeline OSSIAM More: the full row for OSSIAM 8,968 $823K 0.01% +2,509 13F-HR Timeline Aries Wealth Management More: the full row for Aries Wealth Management 8,864 $814K 0.16% 0 13F-HR Timeline Qsemble Capital Management, LP More: the full row for Qsemble Capital Management, LP 8,860 $813K 0.1% new 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 8,835 $811K 0.01% -6,265 13F-HR Timeline TWIN FOCUS CAPITAL PARTNERS, LLC More: the full row for TWIN FOCUS CAPITAL PARTNERS, LLC 8,800 $808K 0.08% 0 13F-HR Timeline Fiduciary Group, LLC More: the full row for Fiduciary Group, LLC 8,800 $808K 0.06% 0 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 8,721 $800K 0.01% -1,183 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 8,692 $798K 0.01% -14,931 13F-HR Timeline GREENLEAF TRUST More: the full row for GREENLEAF TRUST 8,655 $794K 0.01% +34 13F-HR Timeline Grantham, Mayo, Van Otterloo & Co. LLC More: the full row for Grantham, Mayo, Van Otterloo & Co. LLC 8,600 $789K <0.01% 0 13F-HR Timeline Consilium Wealth Advisory, LLC More: the full row for Consilium Wealth Advisory, LLC 8,556 $785K 0.23% +57 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 8,546 $784K 0.01% -4,951 13F-HR Timeline Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 8,544 $784K +2,401 Timeline LuminArx Capital Management LP More: the full row for LuminArx Capital Management LP 20,000 $780K 0.36% new 13F-HR Timeline Frec Markets, Inc. in group Frec Markets, Inc. More: the full row for Frec Markets, Inc. 8,408 $772K 0.07% +2,449 13F-HR Timeline Group Brevan Howard Capital Management LP in group Brevan Howard Capital Managem… More: the full row for Brevan Howard Capital Management LP 8,286 $760K 0.01% -50,366 13F-HR Timeline Group TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 8,278 $760K 0.05% -275 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 8,108 $744K 0.01% 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 8,077 $741K 0.01% +660 13F-HR Timeline Westover Capital Advisors, LLC More: the full row for Westover Capital Advisors, LLC 8,065 $740K 0.12% -3,065 13F-HR Timeline NorthCoast Asset Management LLC More: the full row for NorthCoast Asset Management LLC 8,058 $740K 0.02% +4,665 13F-HR Timeline Caprock Group, LLC More: the full row for Caprock Group, LLC 7,986 $733K 0.01% +3,291 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 7,936 $728K 0.01% +301 13F-HR Timeline Norway Savings Bank More: the full row for Norway Savings Bank 7,862 $722K 0.3% +940 13F-HR Timeline CORSAIR CAPITAL MANAGEMENT, L.P. More: the full row for CORSAIR CAPITAL MANAGEMENT, L.P. 7,834 $719K 0.09% 0 13F-HR Timeline MOODY NATIONAL BANK TRUST DIVISION in group MOODY NATIONAL BANK TRUST DIV… More: the full row for MOODY NATIONAL BANK TRUST DIVISION 7,788 $715K 0.06% -1,180 13F-HR Timeline Group Gridiron Partners, LLC More: the full row for Gridiron Partners, LLC 7,716 $708K 0.37% 0 13F-HR Timeline Clearwater Capital Advisors, LLC More: the full row for Clearwater Capital Advisors, LLC 7,680 $705K 0.05% 0 13F-HR Timeline Fusion Capital, LLC More: the full row for Fusion Capital, LLC 7,625 $700K 0.16% +39 13F-HR Timeline Trust Asset Management LLC More: the full row for Trust Asset Management LLC 7,576 $695K 0.04% +80 13F-HR/A Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 7,560 $694K 0.02% +5,714 13F-HR Timeline SPIREPOINT PRIVATE CLIENT, LLC More: the full row for SPIREPOINT PRIVATE CLIENT, LLC 7,510 $689K 0.06% 0 13F-HR Timeline Duncan Williams Asset Management, LLC More: the full row for Duncan Williams Asset Management, LLC 7,400 $679K 0.15% -298 13F-HR Timeline One Capital Management, LLC More: the full row for One Capital Management, LLC 7,339 $679K 0.02% 0 13F-HR Timeline CAPITAL COUNSEL LLC/NY More: the full row for CAPITAL COUNSEL LLC/NY 7,395 $679K 0.03% -541 13F-HR Timeline CARRET ASSET MANAGEMENT, LLC More: the full row for CARRET ASSET MANAGEMENT, LLC 7,362 $676K 0.06% new 13F-HR Timeline Aster Capital Management (DIFC) Ltd More: the full row for Aster Capital Management (DIFC) Ltd 7,358 $675K 0.14% new 13F-HR/A Timeline OpenArc Corporate Advisory, LLC More: the full row for OpenArc Corporate Advisory, LLC 7,338 $673K 0.01% +673 13F-HR Timeline SAGE RHINO CAPITAL LLC More: the full row for SAGE RHINO CAPITAL LLC 7,332 $673K 0.11% +39 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 7,286 $669K 0.01% -453 13F-HR Timeline TOWER TRUST & INVESTMENT Co More: the full row for TOWER TRUST & INVESTMENT Co 7,285 $669K 0.41% -2,547 13F-HR Timeline Tradition Wealth Management, LLC More: the full row for Tradition Wealth Management, LLC 7,215 $662K 0.04% +240 13F-HR Timeline Yorktown Management & Research Co Inc More: the full row for Yorktown Management & Research Co Inc 7,200 $661K 0.4% 0 13F-HR Timeline AXQ CAPITAL, LP More: the full row for AXQ CAPITAL, LP 7,091 $651K 0.07% new 13F-HR Timeline Linscomb Wealth, Inc. More: the full row for Linscomb Wealth, Inc. 7,000 $642K 0.03% -5,453 13F-HR Timeline TRED AVON FAMILY WEALTH, LLC More: the full row for TRED AVON FAMILY WEALTH, LLC 6,989 $641K 0.2% -202 13F-HR Timeline Register Financial Advisors LLC More: the full row for Register Financial Advisors LLC 6,952 $638K 0.2% +1,204 13F-HR Timeline RiverFront Investment Group, LLC More: the full row for RiverFront Investment Group, LLC 6,884 $632K 0.01% +637 13F-HR Timeline Canal Capital Management, LLC More: the full row for Canal Capital Management, LLC 6,811 $625K 0.08% -41,348 13F-HR Timeline DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 6,795 $624K 0.01% +1,249 13F-HR Timeline James J. Burns & Company, LLC More: the full row for James J. Burns & Company, LLC 6,774 $622K 0.07% -1,000 13F-HR Timeline NorthCrest Asset Manangement, LLC More: the full row for NorthCrest Asset Manangement, LLC 6,412 $617K 0.02% -8 13F-HR Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 6,696 $615K 0.07% -71 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 6,689 $614K 0.01% -709 13F-HR Timeline Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 6,664 $612K 0.02% +873 13F-HR Timeline JTC Employer Solutions Trustee Ltd More: the full row for JTC Employer Solutions Trustee Ltd 6,657 $611K 0.05% 0 13F-HR Timeline Sompo Asset Management Co., Ltd. More: the full row for Sompo Asset Management Co., Ltd. 6,620 $608K 0.1% -1,010 13F-HR Timeline Machina Capital S.A.S. More: the full row for Machina Capital S.A.S. 6,596 $605K 0.1% -2,504 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 6,575 $603K 0.11% -150 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 6,574 $603K 0.01% -256 13F-HR Timeline Group Marex Group Ltd in group Marex Group Ltd More: the full row for Marex Group Ltd 6,556 $602K <0.01% new 13F-HR Timeline Group Stonebridge Financial Group, LLC/CA More: the full row for Stonebridge Financial Group, LLC/CA 6,544 $600K 0.08% 13F-HR Timeline Red Door Wealth Management, LLC More: the full row for Red Door Wealth Management, LLC 6,534 $600K 0.05% +73 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 6,519 $598K 0.02% -94 13F-HR Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 6,447 $592K 0.02% -499 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 6,442 $591K 0.03% +26 13F-HR Timeline ATX Financial Planning, LLC More: the full row for ATX Financial Planning, LLC 6,418 $589K 0.39% -530 13F-HR Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 6,404 $588K <0.01% +181 13F-HR Timeline Hamilton Capital Partners Inc. More: the full row for Hamilton Capital Partners Inc. 6,398 $587K 0.02% -3,183 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 6,396 $587K 0.01% -1,567 13F-HR Timeline SAWGRASS ASSET MANAGEMENT LLC More: the full row for SAWGRASS ASSET MANAGEMENT LLC 6,385 $586K 0.08% +524 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 6,359 $583K 0.08% 0 13F-HR Timeline Group AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 6,323 $580K 0.01% +2,721 13F-HR Timeline Douglas Lane & Associates, LLC More: the full row for Douglas Lane & Associates, LLC 6,321 $580K 0.01% -160 13F-HR Timeline VELA Investment Management, LLC More: the full row for VELA Investment Management, LLC 6,310 $579K 0.14% 0 13F-HR/A Timeline Mendel Capital Management LLC More: the full row for Mendel Capital Management LLC 6,276 $576K 0.26% -35 13F-HR Timeline PEAK6 LLC in group PEAK6 LLC More: the full row for PEAK6 LLC 6,272 $576K 0.01% -58,030 13F-HR Timeline Group SCHWARZ DYGOS WHEELER INVESTMENT ADVISO… More: the full row for SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC 6,269 $575K 0.11% -5 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 5,917 $574K 0.02% +1,277 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 6,248 $573K 0.01% -480 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 6,245 $573K 0.01% -1,284 13F-HR Timeline INTRUST BANK NA More: the full row for INTRUST BANK NA 6,217 $571K 0.04% +1,915 13F-HR Timeline RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 6,194 $569K 0.01% -541 13F-HR/A Timeline Erste Asset Management GmbH in group Erste Asset Management GmbH More: the full row for Erste Asset Management GmbH 6,388 $568K <0.01% +962 13F-HR Timeline Group Diversify Advisory Services, LLC group of 2 filers holding More: the full row for Diversify Advisory Services, LLC 5,554 $564K +2,182 Timeline OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 6,128 $562K 0.01% +20 13F-HR Timeline Guinness Asset Management LTD More: the full row for Guinness Asset Management LTD 6,076 $558K 0.01% -1,071 13F-HR Timeline Polymer Capital Management (US) LLC More: the full row for Polymer Capital Management (US) LLC 6,067 $557K 0.08% -1,521 13F-HR Timeline PROFUND ADVISORS LLC More: the full row for PROFUND ADVISORS LLC 6,032 $554K 0.02% -121 13F-HR Timeline Brady Martz Wealth Solutions, LLC More: the full row for Brady Martz Wealth Solutions, LLC 6,002 $551K 0.08% +163 13F-HR Timeline Axiom Investment Management LLC More: the full row for Axiom Investment Management LLC 6,000 $551K 0.37% 0 13F-HR Timeline XML Financial, LLC More: the full row for XML Financial, LLC 5,975 $548K 0.04% +501 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 5,974 $548K 0.01% -659 13F-HR Timeline Boston Trust Walden Corp in group Boston Trust Walden Corp More: the full row for Boston Trust Walden Corp 5,961 $547K <0.01% new 13F-HR Timeline Group Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 5,958 $547K 0.01% +793 13F-HR Timeline EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 5,937 $545K <0.01% +1,960 13F-HR/A Timeline Carmel Capital Partners, LLC More: the full row for Carmel Capital Partners, LLC 5,923 $544K 0.18% new 13F-HR Timeline WORLDQUANT MILLENNIUM ADVISORS LLC More: the full row for WORLDQUANT MILLENNIUM ADVISORS LLC 5,896 $541K <0.01% new 13F-HR Timeline Family Manage LLC More: the full row for Family Manage LLC 5,878 $539K 0.06% -556 13F-HR Timeline WESTPAC BANKING CORP in group WESTPAC BANKING CORP More: the full row for WESTPAC BANKING CORP 5,848 $537K 0.03% -1,008 13F-HR Timeline Group KNIGHTSBRIDGE ASSET MANAGEMENT, LLC More: the full row for KNIGHTSBRIDGE ASSET MANAGEMENT, LLC 5,847 $537K 0.07% +187 13F-HR/A Timeline FIRETHORN WEALTH PARTNERS, LLC More: the full row for FIRETHORN WEALTH PARTNERS, LLC 5,835 $536K 0.17% -204 13F-HR Timeline LexAurum Advisors, LLC More: the full row for LexAurum Advisors, LLC 5,744 $527K 0.06% -36 13F-HR Timeline BAKER TILLY WEALTH MANAGEMENT, LLC More: the full row for BAKER TILLY WEALTH MANAGEMENT, LLC 5,692 $522K 0.11% +512 13F-HR Timeline Forefront Wealth Partners, LLC More: the full row for Forefront Wealth Partners, LLC 5,656 $519K 0.16% +314 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 5,627 $516K 0.01% +505 13F-HR Timeline Stamos Capital Partners, L.P. More: the full row for Stamos Capital Partners, L.P. 5,590 $513K 0.08% +3,233 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 5,538 $511K 0.02% +797 13F-HR Timeline Group Union Bancaire Privee, UBP SA More: the full row for Union Bancaire Privee, UBP SA 6,023 $509K 0.01% 0 13F-HR Timeline Prana Capital Management, LP More: the full row for Prana Capital Management, LP 5,542 $509K 0.02% new 13F-HR Timeline Curi Capital, LLC More: the full row for Curi Capital, LLC 5,532 $508K 0.01% -3,396 13F-HR Timeline NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 5,515 $506K 0.04% +246 13F-HR Timeline FEDERATED HERMES, INC. in group FEDERATED HERMES, INC. More: the full row for FEDERATED HERMES, INC. 5,512 $506K <0.01% -8,446 13F-HR Timeline Group Penobscot Investment Management Company… More: the full row for Penobscot Investment Management Company, Inc. 5,500 $505K 0.03% 0 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 5,462 $501K 0.01% 0 13F-HR Timeline Group Jessup Wealth Management, Inc More: the full row for Jessup Wealth Management, Inc 5,449 $500K 0.15% -3,058 13F-HR Timeline SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 5,433 $499K 0.02% new 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 5,358 $492K 0.02% +18 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 5,355 $491K 0.01% +126 13F-HR Timeline MASTERINVEST Kapitalanlage GmbH More: the full row for MASTERINVEST Kapitalanlage GmbH 5,302 $487K 0.04% +374 13F-HR Timeline MOSAIC FAMILY WEALTH PARTNERS, LLC More: the full row for MOSAIC FAMILY WEALTH PARTNERS, LLC 5,274 $484K 0.03% new 13F-HR Timeline Z3 Capital Partners, LLC More: the full row for Z3 Capital Partners, LLC 5,267 $483K 0.1% 0 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 5,435 $483K 0.03% -129 13F-HR Timeline Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 5,256 $482K 0.01% +172 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 5,252 $482K 0.01% +727 13F-HR Timeline RDA Financial Network More: the full row for RDA Financial Network 5,162 $474K 0.1% -13,189 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 5,128 $471K 0.02% -189 13F-HR Timeline Payne Capital Management, LLC More: the full row for Payne Capital Management, LLC 5,080 $466K 0.12% new 13F-HR Timeline LAUREL OAK WEALTH MANAGEMENT, LLC More: the full row for LAUREL OAK WEALTH MANAGEMENT, LLC 5,075 $466K 0.07% -61 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 5,068 $465K 0.02% -1,835 13F-HR Timeline Legacy Wealth Management, LLC / MS More: the full row for Legacy Wealth Management, LLC / MS 5,048 $463K 0.12% 0 13F-HR Timeline Principle Wealth Partners LLC More: the full row for Principle Wealth Partners LLC 5,030 $462K 0.02% 0 13F-HR Timeline NFC Investments, LLC More: the full row for NFC Investments, LLC 5,000 $459K 0.12% +250 13F-HR Timeline Wellington Shields Capital Management, … group of 2 filers holding More: the full row for Wellington Shields Capital Management, LLC 5,000 $459K -900 Timeline Wealth Preservation Advisors, LLC More: the full row for Wealth Preservation Advisors, LLC 4,975 $457K 0.26% -475 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 4,969 $456K <0.01% -5,810 13F-HR Timeline Fort Sheridan Advisors LLC More: the full row for Fort Sheridan Advisors LLC 4,946 $454K 0.05% -266 13F-HR Timeline Rothschild Wealth LLC More: the full row for Rothschild Wealth LLC 4,942 $454K 0.04% -323 13F-HR Timeline Edgemoor Investment Advisors, Inc. More: the full row for Edgemoor Investment Advisors, Inc. 4,886 $448K 0.03% 0 13F-HR Timeline BEESE FULMER INVESTMENT MANAGEMENT, INC. More: the full row for BEESE FULMER INVESTMENT MANAGEMENT, INC. 4,841 $444K 0.03% +1,039 13F-HR Timeline Obermeyer Wealth Partners More: the full row for Obermeyer Wealth Partners 4,814 $442K 0.02% -590 13F-HR Timeline Aft, Forsyth & Sober, LLC More: the full row for Aft, Forsyth & Sober, LLC 4,700 $435K 0.14% 0 13F-HR Timeline DUNCKER STREETT & CO INC More: the full row for DUNCKER STREETT & CO INC 4,700 $431K 0.07% 0 13F-HR Timeline V-Square Quantitative Management LLC More: the full row for V-Square Quantitative Management LLC 4,698 $431K 0.04% +490 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 4,644 $426K 0.03% +90 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 4,637 $426K 0.01% +764 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Evelyn Partners Group Ltd in group Evelyn Partners Group Ltd More: the full row for Evelyn Partners Group Ltd 4,640 $426K <0.01% 13F-HR Timeline Group Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 4,613 $423K 0.01% +238 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 4,608 $423K 0.02% +371 13F-HR Timeline Welch & Forbes LLC More: the full row for Welch & Forbes LLC 4,581 $420K 0.01% -1,200 13F-HR Timeline BINGHAM PRIVATE WEALTH, LLC More: the full row for BINGHAM PRIVATE WEALTH, LLC 4,550 $418K 0.29% +760 13F-HR Timeline Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 4,546 $417K 0.01% +5 13F-HR Timeline Canvas Wealth Advisors, LLC More: the full row for Canvas Wealth Advisors, LLC 4,538 $416K 0.06% +196 13F-HR Timeline Advisors Asset Management, Inc. More: the full row for Advisors Asset Management, Inc. 4,518 $415K 0.01% -264 13F-HR Timeline SMITH SHELLNUT WILSON LLC /ADV More: the full row for SMITH SHELLNUT WILSON LLC /ADV 4,478 $411K 0.15% 0 13F-HR Timeline Glenview Trust Co More: the full row for Glenview Trust Co 4,474 $411K 0.01% -659 13F-HR/A Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 4,471 $410K 0.02% -1,602 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 4,437 $407K 0.01% -906 13F-HR Timeline Supplemental Annuity Collective Trust o… More: the full row for Supplemental Annuity Collective Trust of NJ 4,434 $407K 0.1% -213 13F-HR Timeline Accuvest Global Advisors More: the full row for Accuvest Global Advisors 4,401 $404K 0.35% +28 13F-HR Timeline Samalin Investment Counsel, LLC More: the full row for Samalin Investment Counsel, LLC 4,380 $402K 0.13% -69 13F-HR Timeline Rossmore Private Capital More: the full row for Rossmore Private Capital 4,360 $400K 0.03% 0 13F-HR Timeline Banco Santander, S.A. in group Banco Santander, S.A. More: the full row for Banco Santander, S.A. 4,354 $400K <0.01% new 13F-HR Timeline Group Flatrock Wealth Partners LLC More: the full row for Flatrock Wealth Partners LLC 4,351 $399K 0.16% -80 13F-HR Timeline COMMERZBANK AKTIENGESELLSCHAFT /FI More: the full row for COMMERZBANK AKTIENGESELLSCHAFT /FI 4,347 $399K 0.01% +949 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 4,341 $398K 0.02% +963 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 4,321 $397K 0.02% -486 13F-HR Timeline