Transmarket Holdings LP More: the full row for Transmarket Holdings LP 18,691 $322K 0.17% new 13F-HR Timeline RNC CAPITAL MANAGEMENT LLC More: the full row for RNC CAPITAL MANAGEMENT LLC 18,600 $321K 0.01% -23,823 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 18,542 $320K <0.01% -149 13F-HR Timeline PATTON FUND MANAGEMENT, INC. More: the full row for PATTON FUND MANAGEMENT, INC. 18,503 $319K 0.05% new 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 18,468 $318K 0.05% 0 13F-HR Timeline Group Storgate, LLC More: the full row for Storgate, LLC 18,439 $318K 0.25% +261 13F-HR Timeline Investment Research Partners LLC More: the full row for Investment Research Partners LLC 18,268 $315K 0.13% +3,191 13F-HR Timeline Revisor Wealth Management LLC More: the full row for Revisor Wealth Management LLC 18,176 $313K 0.09% +2,407 13F-HR Timeline Manske Wealth Management More: the full row for Manske Wealth Management 18,097 $312K 0.09% new 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 18,011 $311K 0.02% +887 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 17,968 $310K 0.01% +474 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 17,814 $307K 0.1% +1,681 13F-HR Timeline CHELSEA COUNSEL CO More: the full row for CHELSEA COUNSEL CO 17,799 $307K 0.14% 0 13F-HR/A Timeline GREENLEAF TRUST More: the full row for GREENLEAF TRUST 17,796 $307K <0.01% +512 13F-HR Timeline Portside Wealth Group, LLC More: the full row for Portside Wealth Group, LLC 17,741 $306K 0.04% +6,882 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 17,586 $303K 0.01% new 13F-HR Timeline Norris Financial Group, LLC More: the full row for Norris Financial Group, LLC 17,500 $302K 0.1% +1,000 13F-HR Timeline Impact Partnership Wealth, LLC More: the full row for Impact Partnership Wealth, LLC 17,456 $301K 0.04% new 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 17,434 $301K 0.01% new 13F-HR/A Timeline Royal Capital Wealth Management, LLC More: the full row for Royal Capital Wealth Management, LLC 17,427 $300K 0.19% -1,006 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 17,425 $300K <0.01% +2,571 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 17,203 $297K 0.01% +4,547 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 17,191 $296K 0.01% new 13F-HR Timeline Ponta Wealth Partners, LLC More: the full row for Ponta Wealth Partners, LLC 17,085 $295K 0.24% +127 13F-HR Timeline Frec Markets, Inc. in group Frec Markets, Inc. More: the full row for Frec Markets, Inc. 17,069 $294K 0.05% +5,248 13F-HR Timeline Group SmartHarvest Portfolios, LLC More: the full row for SmartHarvest Portfolios, LLC 17,054 $294K 0.12% +5,578 13F-HR Timeline Intrua Financial, LLC More: the full row for Intrua Financial, LLC 16,998 $293K 0.03% -2,827 13F-HR Timeline Harbor Advisors LLC More: the full row for Harbor Advisors LLC 16,951 $292K 0.04% 0 13F-HR Timeline Aigen Investment Management, LP More: the full row for Aigen Investment Management, LP 16,653 $287K 0.07% -162,389 13F-HR Timeline WINTON GROUP Ltd in group WINTON GROUP Ltd More: the full row for WINTON GROUP Ltd 16,560 $285K 0.01% -18,858 13F-HR Timeline Group Oxinas Partners, LLC More: the full row for Oxinas Partners, LLC 16,401 $283K 0.13% -4,064 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 16,377 $282K 0.02% +5,294 13F-HR Timeline Group REXFORD CAPITAL INC More: the full row for REXFORD CAPITAL INC 16,330 $282K 0.2% 0 13F-HR Timeline CIDEL ASSET MANAGEMENT INC More: the full row for CIDEL ASSET MANAGEMENT INC 16,213 $280K 0.02% +3,297 13F-HR Timeline CX Institutional More: the full row for CX Institutional 16,040 $277K 0.01% +1,024 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 16,065 $277K <0.01% -2,473 13F-HR Timeline LifePlan Financial, LLC More: the full row for LifePlan Financial, LLC 16,031 $276K 0.2% -1,219 13F-HR Timeline Fullerton Fund Management Co Ltd. More: the full row for Fullerton Fund Management Co Ltd. 15,932 $275K 0.02% new 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 15,912 $274K 0.02% +166 13F-HR Timeline Mediolanum International Funds Ltd More: the full row for Mediolanum International Funds Ltd 15,675 $270K <0.01% new 13F-HR Timeline INVESTMENT HOUSE LLC More: the full row for INVESTMENT HOUSE LLC 15,584 $269K 0.01% 0 13F-HR Timeline Allen Capital Group, LLC More: the full row for Allen Capital Group, LLC 15,495 $267K 0.02% new 13F-HR Timeline PRAXIS INVESTMENT MANAGEMENT INC More: the full row for PRAXIS INVESTMENT MANAGEMENT INC 15,405 $266K 0.02% -20,416 13F-HR Timeline CULBERTSON A N & CO INC More: the full row for CULBERTSON A N & CO INC 15,200 $262K 0.03% -900 13F-HR Timeline VARCOV Co. More: the full row for VARCOV Co. 15,132 $261K 0.1% new 13F-HR Timeline Livforsakringsbolaget Skandia, Omsesidi… More: the full row for Livforsakringsbolaget Skandia, Omsesidigt 15,124 $261K 0.01% 0 13F-HR Timeline Dalton Investments, Inc. More: the full row for Dalton Investments, Inc. 15,000 $259K 0.25% 0 13F-HR Timeline Global Endowment Management, LP in group Global Endowment Management, … More: the full row for Global Endowment Management, LP 14,952 $258K 0.03% +2,145 13F-HR Timeline Group AlphaStar Capital Management, LLC More: the full row for AlphaStar Capital Management, LLC 14,904 $257K 0.02% new 13F-HR Timeline CRAWFORD INVESTMENT COUNSEL INC More: the full row for CRAWFORD INVESTMENT COUNSEL INC 14,880 $257K <0.01% new 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 14,871 $257K 0.01% 0 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 14,875 $256K <0.01% new 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 14,854 $256K 0.01% -165 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 14,776 $256K 0.01% new 13F-HR Timeline Gibbs Wealth Management More: the full row for Gibbs Wealth Management 14,825 $256K 0.03% new 13F-HR Timeline Ifrah Financial Services, Inc. More: the full row for Ifrah Financial Services, Inc. 14,803 $255K 0.07% -233 13F-HR Timeline Port Capital LLC More: the full row for Port Capital LLC 14,685 $253K 0.01% +3,097 13F-HR Timeline Accel Wealth Management More: the full row for Accel Wealth Management 14,647 $253K 0.07% -69 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 14,578 $251K <0.01% +24 13F-HR Timeline Group NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 14,336 $247K <0.01% +2,497 13F-HR Timeline Whetstone Capital Advisors, LLC More: the full row for Whetstone Capital Advisors, LLC 14,327 $247K 0.09% +864 13F-HR Timeline Zuckerman Investment Group, LLC More: the full row for Zuckerman Investment Group, LLC 14,317 $247K 0.02% -921,774 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 14,302 $247K 0.01% -3,101 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 14,224 $245K 0.01% +1,955 13F-HR Timeline Drucker Wealth 3.0, LLC More: the full row for Drucker Wealth 3.0, LLC 14,151 $244K 0.04% +2,795 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 14,099 $243K <0.01% +1,904 13F-HR Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 14,023 $242K <0.01% new 13F-HR Timeline Group HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 13,963 $241K <0.01% +5,568 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. SCHULHOFF & CO INC More: the full row for SCHULHOFF & CO INC 13,978 $241K 0.1% 0 13F-HR Timeline Arlington Trust Co LLC group of 2 filers holding More: the full row for Arlington Trust Co LLC 13,961 $241K +13,544 Timeline Ellevest, Inc. More: the full row for Ellevest, Inc. 13,933 $240K 0.03% -2,575 13F-HR Timeline Fielder Capital Group LLC More: the full row for Fielder Capital Group LLC 13,929 $240K 0.05% new 13F-HR Timeline Washington Trust Bank More: the full row for Washington Trust Bank 13,912 $240K 0.02% -44 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Evercore Wealth Management, LLC More: the full row for Evercore Wealth Management, LLC 13,846 $239K <0.01% 0 13F-HR Timeline Meridian Financial Partners LLC More: the full row for Meridian Financial Partners LLC 14,209 $238K 0.09% -445 13F-HR Timeline Principle Wealth Partners LLC More: the full row for Principle Wealth Partners LLC 13,694 $236K 0.01% 0 13F-HR Timeline Alpha Family Trust in group Alpha Family Trust More: the full row for Alpha Family Trust 13,640 $235K 0.11% 0 13F-HR Timeline Group WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 13,524 $233K 0.01% -4,623 13F-HR Timeline Philadelphia Investment Partners, LLC More: the full row for Philadelphia Investment Partners, LLC 13,473 $232K 0.16% 13F-HR Timeline Headlands Technologies LLC More: the full row for Headlands Technologies LLC 13,310 $229K 0.03% new 13F-HR Timeline Philip James Wealth Mangement, LLC More: the full row for Philip James Wealth Mangement, LLC 13,197 $228K 0.03% -691 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 13,111 $226K 0.01% new 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 13,063 $225K 0.02% -6,667 13F-HR Timeline MERIDIAN INVESTMENT COUNSEL INC. More: the full row for MERIDIAN INVESTMENT COUNSEL INC. 13,043 $225K 0.05% 0 13F-HR Timeline Hennion & Walsh Asset Management, Inc. More: the full row for Hennion & Walsh Asset Management, Inc. 13,039 $225K 0.01% -8 13F-HR Timeline Supplemental Annuity Collective Trust o… More: the full row for Supplemental Annuity Collective Trust of NJ 12,971 $224K 0.06% new 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 12,950 $223K 0.01% -8,362 13F-HR Timeline EVOLVE PRIVATE WEALTH, LLC More: the full row for EVOLVE PRIVATE WEALTH, LLC 12,813 $221K 0.01% new 13F-HR Timeline Atom Investors LP More: the full row for Atom Investors LP 12,681 $219K 0.02% new 13F-HR Timeline Curi Capital, LLC More: the full row for Curi Capital, LLC 12,650 $218K <0.01% new 13F-HR Timeline Quinn Opportunity Partners LLC More: the full row for Quinn Opportunity Partners LLC 12,627 $218K 0.01% -1,495,000 13F-HR Timeline Haverford Trust Co More: the full row for Haverford Trust Co 12,611 $217K <0.01% new 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 12,512 $216K <0.01% -99 13F-HR Timeline Keystone Financial Group More: the full row for Keystone Financial Group 12,469 $215K 0.01% -166 13F-HR Timeline VERUS CAPITAL PARTNERS, LLC More: the full row for VERUS CAPITAL PARTNERS, LLC 12,336 $213K 0.01% -2,464 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 12,330 $213K 0.02% +438 13F-HR Timeline Heartland Bank & Trust Co More: the full row for Heartland Bank & Trust Co 12,261 $211K 0.05% +1,037 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 12,259 $211K <0.01% new 13F-HR/A Timeline Cannell & Spears LLC More: the full row for Cannell & Spears LLC 12,144 $209K <0.01% -8,791 13F-HR/A Timeline DEROY & DEVEREAUX PRIVATE INVESTMENT CO… More: the full row for DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC 12,098 $209K 0.01% 0 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 11,794 $203K 0.01% +246 13F-HR Timeline SMITH CHAS P & ASSOCIATES PA CPAS in group SMITH CHAS P & ASSOCIATES PA … More: the full row for SMITH CHAS P & ASSOCIATES PA CPAS 11,733 $202K 0.01% -223 13F-HR Timeline Group Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 11,678 $201K <0.01% -1,362 13F-HR Timeline Group Strive Financial Group ,LLC More: the full row for Strive Financial Group ,LLC 11,654 $201K 0.11% +4,298 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 11,649 $201K <0.01% +99 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 11,632 $201K <0.01% new 13F-HR Timeline SITTNER & NELSON, LLC More: the full row for SITTNER & NELSON, LLC 11,500 $198K 0.07% 0 13F-HR Timeline Berman McAleer LLC More: the full row for Berman McAleer LLC 11,500 $198K 0.03% 0 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 11,452 $197K 0.01% +103 13F-HR/A Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 11,445 $197K 0.02% new 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 11,327 $195K 0.01% new 13F-HR Timeline Bull Harbor Capital LLC More: the full row for Bull Harbor Capital LLC 11,228 $194K 0.05% 13F-HR Timeline Krilogy Financial LLC More: the full row for Krilogy Financial LLC 10,904 $190K 0.01% new 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 11,014 $190K <0.01% -3,886 13F-HR Timeline BEESE FULMER INVESTMENT MANAGEMENT, INC. More: the full row for BEESE FULMER INVESTMENT MANAGEMENT, INC. 11,007 $190K 0.01% -3,282 13F-HR Timeline KILEY JUERGENS WEALTH MANAGEMENT, LLC More: the full row for KILEY JUERGENS WEALTH MANAGEMENT, LLC 10,983 $189K 0.03% -1,025 13F-HR Timeline Cornerstone Wealth Group, LLC More: the full row for Cornerstone Wealth Group, LLC 10,810 $187K 0.01% +606 13F-HR Timeline EVERPAR ADVISORS LLC More: the full row for EVERPAR ADVISORS LLC 10,830 $187K 0.06% new 13F-HR Timeline EWA, LLC More: the full row for EWA, LLC 10,775 $186K 0.04% new 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 10,747 $185K 0.01% new 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 10,680 $184K 0.01% new 13F-HR Timeline Berkeley Capital Partners, LLC More: the full row for Berkeley Capital Partners, LLC 10,670 $184K 0.04% +4 13F-HR Timeline BOYD WATTERSON ASSET MANAGEMENT LLC/OH More: the full row for BOYD WATTERSON ASSET MANAGEMENT LLC/OH 10,595 $183K 0.06% -2,021 13F-HR Timeline Wealth Advisory Solutions, LLC More: the full row for Wealth Advisory Solutions, LLC 10,572 $182K 0.04% -502 13F-HR Timeline XML Financial, LLC More: the full row for XML Financial, LLC 10,550 $182K 0.01% -3,300 13F-HR Timeline ROBINSON SMITH WEALTH ADVISORS LLC More: the full row for ROBINSON SMITH WEALTH ADVISORS LLC 10,521 $181K 0.12% 0 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 10,501 $181K 0.01% -4,431 13F-HR Timeline Waterloo Capital, L.P. More: the full row for Waterloo Capital, L.P. 10,426 $180K 0.01% new 13F-HR Timeline Davis Capital Management More: the full row for Davis Capital Management 10,419 $180K 0.12% -420 13F-HR Timeline iA Global Asset Management Inc. More: the full row for iA Global Asset Management Inc. 10,406 $179K <0.01% -251 13F-HR Timeline Summit Wealth Partners, LLC More: the full row for Summit Wealth Partners, LLC 10,358 $179K 0.03% new 13F-HR Timeline New World Advisors LLC More: the full row for New World Advisors LLC 10,352 $178K 0.03% -2,194 13F-HR/A Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 10,342 $178K <0.01% +486 13F-HR Timeline Group MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 10,318 $178K <0.01% +705 13F-HR Timeline Beaumont Financial Advisors, LLC More: the full row for Beaumont Financial Advisors, LLC 10,311 $178K 0.01% +9 13F-HR Timeline Turtle Creek Wealth Advisors, LLC More: the full row for Turtle Creek Wealth Advisors, LLC 10,306 $178K 0.01% -2,016 13F-HR Timeline Indivisible Partners More: the full row for Indivisible Partners 10,234 $176K 0.02% new 13F-HR Timeline Stratos Investment Management, LLC in group Stratos Wealth Partners, LTD. More: the full row for Stratos Investment Management, LLC 10,228 $176K 0.01% new 13F-HR Timeline Group Oasis Advisors, LLC More: the full row for Oasis Advisors, LLC 10,224 $176K 0.03% new 13F-HR Timeline L2 Asset Management, LLC More: the full row for L2 Asset Management, LLC 10,211 $176K 0.02% new 13F-HR Timeline SHELTON CAPITAL MANAGEMENT More: the full row for SHELTON CAPITAL MANAGEMENT 10,198 $176K <0.01% 0 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 10,171 $175K 0.01% -177 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 10,156 $175K 0.01% +600 13F-HR Timeline VANCE WEALTH, LLC More: the full row for VANCE WEALTH, LLC 10,111 $174K 0.05% new 13F-HR Timeline TRUE Private Wealth Advisors More: the full row for TRUE Private Wealth Advisors 10,070 $174K 0.02% new 13F-HR Timeline First Affirmative Financial Network More: the full row for First Affirmative Financial Network 10,054 $173K 0.07% 13F-HR/A Timeline Kelsey Financial, LLC More: the full row for Kelsey Financial, LLC 10,011 $173K 0.15% -300 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 8,843 $152K <0.01% -2,582 13F-HR Timeline LOS ANGELES CAPITAL MANAGEMENT LLC More: the full row for LOS ANGELES CAPITAL MANAGEMENT LLC 8,716 $150K <0.01% -152,098 13F-HR Timeline Costello Asset Management, INC More: the full row for Costello Asset Management, INC 8,348 $144K 0.05% -995 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 7,904 $136K 0.09% +1,325 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 7,771 $134K <0.01% -379 13F-HR Timeline Group Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 7,488 $129K 0.02% +7,447 13F-HR Timeline CHILTON CAPITAL MANAGEMENT LLC More: the full row for CHILTON CAPITAL MANAGEMENT LLC 7,454 $129K <0.01% 0 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 7,411 $128K <0.01% -1,791 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 6,880 $119K 0.01% +1,910 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 6,733 $116K 0.07% +2,511 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 5,925 $102K 0.01% +328 13F-HR Timeline First PREMIER Bank More: the full row for First PREMIER Bank 5,800 $100K 0.02% -4,512 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 5,438 $94.5K <0.01% +2,122 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 5,367 $92.5K <0.01% +82 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 5,266 $91.5K 0.06% +233 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 5,263 $90.7K 0.03% +1,335 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 5,091 $87.8K 0.01% +643 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 4,776 $82.3K 0.01% +185 13F-HR Timeline Graney & King, LLC More: the full row for Graney & King, LLC 4,573 $78.8K 0.04% 0 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 4,493 $78.1K 0.01% -8,750 13F-HR Timeline LORING WOLCOTT & COOLIDGE FIDUCIARY ADV… More: the full row for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 4,423 $76.7K <0.01% +834 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 4,288 $74K <0.01% 0 13F-HR Timeline Stonehage Fleming Financial Services Ho… in group Stonehage Fleming Financial S… More: the full row for Stonehage Fleming Financial Services Holdings Ltd 4,289 $73.9K <0.01% 0 13F-HR Timeline Group Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 4,062 $70K <0.01% +260 13F-HR Timeline Group ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 3,878 $66.9K <0.01% +900 13F-HR Timeline ATWOOD & PALMER INC More: the full row for ATWOOD & PALMER INC 3,852 $66.4K <0.01% +42 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 3,711 $64K 0.04% -494 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 3,556 $61.3K <0.01% -842 13F-HR Timeline Hanson & Doremus Investment Management More: the full row for Hanson & Doremus Investment Management 3,564 $61K 0.01% +1,381 13F-HR Timeline Global Assets Advisory, LLC More: the full row for Global Assets Advisory, LLC 3,389 $58.4K 0.02% new 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 3,345 $57.7K <0.01% +1,086 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 3,059 $52.7K <0.01% -26,700 13F-HR Timeline Wall Street Financial Group, Inc. More: the full row for Wall Street Financial Group, Inc. 3,022 $52.1K 0.03% new 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 2,927 $50.7K <0.01% +1,970 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 2,869 $49.5K <0.01% +242 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 2,862 $49.3K 0.01% +41 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 2,819 $48.6K <0.01% -209 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 2,817 $48.5K <0.01% -1,646 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 2,669 $46K <0.01% 0 13F-HR Timeline Group HM PAYSON & CO More: the full row for HM PAYSON & CO 2,663 $45.9K <0.01% 0 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 2,510 $43.6K 0.01% +1,868 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 2,468 $42.5K 0.01% +200 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 2,459 $42.4K 0.01% 0 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 2,331 $40.2K <0.01% -814 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 2,249 $38.9K <0.01% 0 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 2,243 $38.7K <0.01% +80 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 2,200 $37.9K 0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. New England Capital Financial Advisors … More: the full row for New England Capital Financial Advisors LLC 2,083 $35.9K 0.01% -491 13F-HR Timeline Ramirez Asset Management, Inc. More: the full row for Ramirez Asset Management, Inc. 2,000 $34.5K <0.01% -1,000 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 1,993 $34.4K <0.01% +5 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 1,907 $32.9K <0.01% +282 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 1,821 $31K <0.01% +452 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 1,788 $30.8K <0.01% +153 13F-HR Timeline