Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 8,544 $516K 0.01% -140 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 8,400 $507K 0.01% 0 13F-HR Timeline PINEBRIDGE INVESTMENTS LLC More: the full row for PINEBRIDGE INVESTMENTS LLC 8,397 $507K <0.01% 13F-HR/A Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 8,295 $501K 0.26% -11,367 13F-HR Timeline Innova Wealth Partners More: the full row for Innova Wealth Partners 8,247 $498K 0.25% +4 13F-HR Timeline Disciplined Investors, L.L.C. More: the full row for Disciplined Investors, L.L.C. 8,150 $492K 0.32% 0 13F-HR Timeline Sepio Capital, LP More: the full row for Sepio Capital, LP 8,000 $483K 0.03% new 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 7,927 $479K <0.01% +2,567 13F-HR Timeline Wellington Shields Capital Management, … group of 2 filers holding More: the full row for Wellington Shields Capital Management, LLC 7,870 $475K +1,795 Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 7,820 $472K <0.01% +2,654 13F-HR Timeline Group Ascentis Independent Advisors in group Ascentis Wealth Management, L… More: the full row for Ascentis Independent Advisors 7,688 $464K 0.07% 0 13F-HR Timeline Group Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 7,537 $455K 0.01% -1,117 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 7,499 $453K 0.1% +779 13F-HR Timeline Fiduciary Group, LLC More: the full row for Fiduciary Group, LLC 7,353 $444K 0.04% 0 13F-HR Timeline Castle Rock Wealth Management, LLC More: the full row for Castle Rock Wealth Management, LLC 7,178 $444K 0.1% -646 13F-HR Timeline Argent Trust Co More: the full row for Argent Trust Co 7,245 $438K 0.02% +76 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 7,162 $433K 0.03% +71 13F-HR Timeline Maridea Wealth Management LLC More: the full row for Maridea Wealth Management LLC 7,132 $431K 0.06% new 13F-HR Timeline Corus Family Wealth Advisors More: the full row for Corus Family Wealth Advisors 7,071 $427K 0.34% 0 13F-HR Timeline Centiva Capital, LP More: the full row for Centiva Capital, LP 7,037 $425K 0.03% new 13F-HR Timeline Alpha Cubed Investments, LLC More: the full row for Alpha Cubed Investments, LLC 6,921 $418K 0.01% -1,083 13F-HR Timeline SENTINEL TRUST CO LBA More: the full row for SENTINEL TRUST CO LBA 6,770 $409K 0.04% -656 13F-HR Timeline United Capital Management of KS, Inc. More: the full row for United Capital Management of KS, Inc. 6,766 $409K 0.06% +47 13F-HR/A Timeline LBMC INVESTMENT ADVISORS, LLC More: the full row for LBMC INVESTMENT ADVISORS, LLC 6,636 $401K 0.02% +6 13F-HR Timeline FSM Wealth Advisors, LLC More: the full row for FSM Wealth Advisors, LLC 6,517 $394K 0.05% +112 13F-HR Timeline Greenland Capital Management LP More: the full row for Greenland Capital Management LP 6,500 $393K 0.06% new 13F-HR Timeline Virtus Investment Advisers, LLC in group Virtus Investment Advisers, L… More: the full row for Virtus Investment Advisers, LLC 6,331 $382K 0.1% -530 13F-HR Timeline Group NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 6,320 $382K <0.01% -650 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 6,215 $375K 0.02% 0 13F-HR Timeline VPR Management LLC More: the full row for VPR Management LLC 6,176 $373K 0.17% +2,052 13F-HR Timeline Glenview Trust Co More: the full row for Glenview Trust Co 6,100 $368K 0.01% 0 13F-HR Timeline IAMS WEALTH MANAGEMENT, LLC More: the full row for IAMS WEALTH MANAGEMENT, LLC 6,100 $368K 0.13% 0 13F-HR Timeline RDA Financial Network More: the full row for RDA Financial Network 6,093 $368K 0.09% 0 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 6,023 $364K 0.02% 0 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 6,000 $362K 0.03% 0 13F-HR Timeline Strategic Financial Concepts, LLC More: the full row for Strategic Financial Concepts, LLC 5,966 $360K 0.33% +2,361 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 5,935 $358K <0.01% +2,775 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 5,934 $358K <0.01% new 13F-HR Timeline Group Magnetar Financial LLC in group Magnetar Financial LLC More: the full row for Magnetar Financial LLC 5,925 $358K <0.01% new 13F-HR Timeline Group Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 5,847 $353K 0.01% 0 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 5,584 $337K <0.01% -5,174 13F-HR Timeline Group Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 5,481 $331K <0.01% +425 13F-HR Timeline Group Manske Wealth Management More: the full row for Manske Wealth Management 5,416 $327K 0.1% 0 13F-HR Timeline Core Wealth Partners LLC More: the full row for Core Wealth Partners LLC 5,408 $327K 0.15% 0 13F-HR Timeline Freedom Financial Partners LLC More: the full row for Freedom Financial Partners LLC 5,356 $323K 0.12% +170 13F-HR Timeline United Advisor Group, LLC More: the full row for United Advisor Group, LLC 5,350 $323K 0.04% -2,428 13F-HR Timeline STEEL GROVE CAPITAL ADVISORS, LLC More: the full row for STEEL GROVE CAPITAL ADVISORS, LLC 5,326 $322K 0.03% 0 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 5,301 $320K 0.02% -11 13F-HR/A Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 5,290 $319K 0.02% 0 13F-HR Timeline Whitener Capital Management, Inc. More: the full row for Whitener Capital Management, Inc. 5,160 $312K 0.07% +27 13F-HR Timeline Thrive Wealth Management, LLC More: the full row for Thrive Wealth Management, LLC 5,073 $306K 0.05% -66 13F-HR Timeline Plancorp, LLC More: the full row for Plancorp, LLC 5,025 $303K 0.01% 0 13F-HR Timeline INTREPID CAPITAL MANAGEMENT INC More: the full row for INTREPID CAPITAL MANAGEMENT INC 5,000 $302K 0.12% 0 13F-HR Timeline Cordgrass Capital Advisors, LLC More: the full row for Cordgrass Capital Advisors, LLC 5,000 $302K 0.07% 0 13F-HR Timeline Sound View Wealth Advisors Group, LLC More: the full row for Sound View Wealth Advisors Group, LLC 4,996 $302K 0.02% -1,314 13F-HR Timeline Jain Global LLC More: the full row for Jain Global LLC 4,750 $287K <0.01% new 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 4,733 $286K 0.01% +1 13F-HR Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 4,724 $285K 0.04% new 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 4,688 $283K <0.01% +679 13F-HR Timeline Group STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 4,620 $279K <0.01% +8 13F-HR Timeline Group Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 4,600 $278K <0.01% +600 13F-HR Timeline Group Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 4,540 $274K <0.01% -582 13F-HR Timeline Colonial River Investments, LLC More: the full row for Colonial River Investments, LLC 4,466 $270K 0.1% -325 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 4,466 $270K <0.01% -325 13F-HR/A Timeline Quadrature Capital Ltd in group Quadrature Capital Ltd More: the full row for Quadrature Capital Ltd 4,425 $267K <0.01% new 13F-HR Timeline Group Mirae Asset Global Investments Co., Ltd. in group Mirae Asset Global Investment… More: the full row for Mirae Asset Global Investments Co., Ltd. 4,335 $262K <0.01% -792 13F-HR Timeline Group Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 4,248 $260K 0.03% +61 13F-HR Timeline WESBANCO BANK INC More: the full row for WESBANCO BANK INC 4,293 $259K 0.01% +518 13F-HR Timeline Procyon Advisors, LLC More: the full row for Procyon Advisors, LLC 4,233 $256K 0.01% -45 13F-HR Timeline Nabity-Jensen Investment Management Inc More: the full row for Nabity-Jensen Investment Management Inc 4,218 $255K 0.17% +145 13F-HR Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 4,217 $255K <0.01% 0 13F-HR Timeline Group Krane Funds Advisors LLC More: the full row for Krane Funds Advisors LLC 4,213 $254K 0.01% new 13F-HR Timeline Argo Wealth Advisory, LLC More: the full row for Argo Wealth Advisory, LLC 4,182 $253K 0.15% 13F-HR Timeline Riverstone Advisors, LLC More: the full row for Riverstone Advisors, LLC 4,158 $251K 0.12% -600 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 4,140 $250K <0.01% +1,269 13F-HR/A Timeline Group State of Alaska, Department of Revenue More: the full row for State of Alaska, Department of Revenue 4,127 $249K <0.01% +212 13F-HR Timeline Hilton Head Capital Partners, LLC More: the full row for Hilton Head Capital Partners, LLC 4,122 $249K 0.15% 13F-HR Timeline CAP Partners, LLC More: the full row for CAP Partners, LLC 4,010 $242K 0.14% -71 13F-HR Timeline Matthew Goff Investment Advisor, LLC More: the full row for Matthew Goff Investment Advisor, LLC 4,000 $242K 0.04% 0 13F-HR Timeline Financial Advisors Network, Inc. More: the full row for Financial Advisors Network, Inc. 4,000 $242K 0.03% 0 13F-HR Timeline Turtle Creek Wealth Advisors, LLC More: the full row for Turtle Creek Wealth Advisors, LLC 4,000 $242K 0.02% 0 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 3,994 $241K 0.01% +541 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 3,946 $238K 0.02% -394 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 3,921 $237K 0.01% 0 13F-HR Timeline LRT Capital Management, LLC More: the full row for LRT Capital Management, LLC 3,907 $236K 0.2% new 13F-HR Timeline Kaizen Financial Strategies More: the full row for Kaizen Financial Strategies 3,907 $236K 0.1% +33 13F-HR Timeline NISA INVESTMENT ADVISORS, LLC More: the full row for NISA INVESTMENT ADVISORS, LLC 3,900 $236K <0.01% 0 13F-HR Timeline COOKSON PEIRCE & CO INC More: the full row for COOKSON PEIRCE & CO INC 3,840 $232K 0.01% -216 13F-HR Timeline OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 3,793 $229K <0.01% +90 13F-HR Timeline Plan Group Financial, LLC More: the full row for Plan Group Financial, LLC 3,781 $228K 0.06% -985 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 3,777 $228K 0.02% 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 3,772 $228K <0.01% -4 13F-HR Timeline Linscomb Wealth, Inc. More: the full row for Linscomb Wealth, Inc. 3,754 $227K 0.01% -1,246 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 3,674 $222K 0.01% +20 13F-HR Timeline Focused Wealth Management, Inc More: the full row for Focused Wealth Management, Inc 3,633 $219K 0.02% +12 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 3,600 $217K 0.01% 0 13F-HR Timeline MKT Advisors LLC More: the full row for MKT Advisors LLC 3,427 $214K 0.07% 0 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 3,542 $214K <0.01% new 13F-HR Timeline Garton & Associates Financial Advisors … More: the full row for Garton & Associates Financial Advisors LLC 3,532 $213K 0.12% 13F-HR Timeline Alliance Wealth Advisors, LLC /UT More: the full row for Alliance Wealth Advisors, LLC /UT 3,500 $211K 0.05% new 13F-HR Timeline Catalyst Funds Management Pty Ltd More: the full row for Catalyst Funds Management Pty Ltd 3,500 $211K 0.05% new 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 3,457 $209K 0.01% +3 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 3,457 $209K <0.01% -1,060 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 3,408 $206K 0.01% -840 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 3,265 $197K -890 Timeline Titiun Yejiel More: the full row for Titiun Yejiel 3,000 $181K 0.22% 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 2,932 $177K <0.01% +784 13F-HR Timeline Estate Planners Group, LLC More: the full row for Estate Planners Group, LLC 2,894 $175K 0.08% 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 2,885 $174K 0.02% -400 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 2,847 $172K <0.01% 0 13F-HR Timeline Group SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 2,843 $172K 0.03% +36 13F-HR Timeline Strategic Advocates LLC More: the full row for Strategic Advocates LLC 2,789 $168K 0.04% +634 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 2,755 $166K 0.01% +102 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 2,500 $151K 0.01% 0 13F-HR Timeline VAUGHAN NELSON INVESTMENT MANAGEMENT, L… More: the full row for VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. 2,475 $149K <0.01% -175 13F-HR Timeline TUCKER ASSET MANAGEMENT LLC More: the full row for TUCKER ASSET MANAGEMENT LLC 2,447 $148K 0.04% new 13F-HR Timeline Register Financial Advisors LLC More: the full row for Register Financial Advisors LLC 2,443 $148K 0.06% 0 13F-HR Timeline Compass Financial Services Inc More: the full row for Compass Financial Services Inc 2,286 $138K 0.06% +40 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 2,137 $129K 0.01% -342 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 2,106 $127K <0.01% -166 13F-HR Timeline NATIONAL BANK OF CANADA /FI/ in group NATIONAL BANK OF CANADA /FI/ More: the full row for NATIONAL BANK OF CANADA /FI/ 2,090 $126K <0.01% 0 13F-HR Timeline Group Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 1,947 $118K <0.01% 0 13F-HR Timeline Group PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 1,869 $113K 0.01% -87 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 1,819 $110K <0.01% -12 13F-HR Timeline SIMPLEX TRADING, LLC More: the full row for SIMPLEX TRADING, LLC 1,723 $104K <0.01% new 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 1,672 $101K <0.01% new 13F-HR Timeline BAYBAN More: the full row for BAYBAN 1,612 $97.3K 0.09% 13F-HR Timeline NOMURA ASSET MANAGEMENT CO LTD in group NOMURA ASSET MANAGEMENT CO LTD More: the full row for NOMURA ASSET MANAGEMENT CO LTD 1,610 $97.2K <0.01% -11,165 13F-HR Timeline Group IFP Advisors, Inc More: the full row for IFP Advisors, Inc 1,439 $86.9K <0.01% +144 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 1,409 $85.1K <0.01% -414 13F-HR Timeline Group Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 1,334 $80.6K 0.01% 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 1,289 $77.8K 0.01% 0 13F-HR Timeline CHELSEA COUNSEL CO More: the full row for CHELSEA COUNSEL CO 1,280 $77.3K 0.03% 0 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 1,180 $71.2K 0.01% +5 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 1,175 $71K <0.01% -1,793 13F-HR Timeline Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 1,129 $68.2K 0.01% 0 13F-HR Timeline Winch Advisory Services, LLC More: the full row for Winch Advisory Services, LLC 1,052 $63.5K 0.01% +17 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 1,034 $62.4K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 1,000 $60.4K <0.01% 0 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 1,000 $60K 0.01% 0 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 992 $60K <0.01% +12 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 955 $57.7K <0.01% +24 13F-HR Timeline Group Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 916 $55.3K <0.01% -168 13F-HR Timeline Group Key Capital Management, INC More: the full row for Key Capital Management, INC 831 $50.2K 0.05% 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 784 $47.3K <0.01% 0 13F-HR Timeline Russell Investments Group, Ltd. in group Russell Investments Group, Lt… More: the full row for Russell Investments Group, Ltd. 782 $47.2K <0.01% +4 13F-HR Timeline Group Truvestments Capital LLC More: the full row for Truvestments Capital LLC 773 $46.7K 0.01% 0 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 754 $45.5K <0.01% +248 13F-HR Timeline Group Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 750 $45K 0.01% 0 13F-HR Timeline Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 709 $42.8K <0.01% new 13F-HR Timeline Group Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 708 $42.8K 0.04% +9 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 700 $42K 0.01% 0 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 650 $39.3K 0.01% 0 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 650 $39.3K <0.01% -21 13F-HR Timeline Sunrise Financial Services, LLC More: the full row for Sunrise Financial Services, LLC 632 $38.2K 0.03% 13F-HR Timeline Steigerwald, Gordon & Koch Inc. More: the full row for Steigerwald, Gordon & Koch Inc. 600 $36.2K <0.01% 0 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 596 $36K <0.01% +296 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 546 $33K 0.01% +2 13F-HR Timeline GILPIN WEALTH MANAGEMENT, LLC More: the full row for GILPIN WEALTH MANAGEMENT, LLC 520 $31.4K 0.02% 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 500 $30.2K 0.01% new 13F-HR Timeline Asset Planning,Inc More: the full row for Asset Planning,Inc 500 $30.2K 0.02% 0 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 500 $30K <0.01% 0 13F-HR Timeline Sankala Group LLC More: the full row for Sankala Group LLC 506 $28.8K 0.02% 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 461 $27.8K <0.01% -1,539 13F-HR Timeline Group Garner Asset Management Corp More: the full row for Garner Asset Management Corp 460 $27.8K 0.01% new 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 460 $27.8K <0.01% 0 13F-HR Timeline Roxbury Financial LLC More: the full row for Roxbury Financial LLC 423 $25.5K 0.02% 0 13F-HR Timeline Wealth Preservation Advisors, LLC More: the full row for Wealth Preservation Advisors, LLC 400 $24.2K 0.01% 0 13F-HR Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 400 $24.2K 0.02% 0 13F-HR Timeline PALLADIEM, LLC More: the full row for PALLADIEM, LLC 391 $23.5K 0.02% 13F-HR Timeline Harbor Asset Planning, Inc. More: the full row for Harbor Asset Planning, Inc. 372 $22.5K 0.02% 0 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 332 $20K <0.01% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Asset Dedication, LLC More: the full row for Asset Dedication, LLC 325 $19.6K <0.01% 0 13F-HR Timeline Kingdom Financial Group LLC. More: the full row for Kingdom Financial Group LLC. 306 $18.5K 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 301 $18.2K <0.01% 0 13F-HR Timeline Group WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 300 $18.1K <0.01% 0 13F-HR Timeline IAG Wealth Partners, LLC More: the full row for IAG Wealth Partners, LLC 300 $18.1K <0.01% 0 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 219 $13.2K <0.01% -1 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 218 $13.1K <0.01% +2 13F-HR Timeline ALERUS FINANCIAL NA More: the full row for ALERUS FINANCIAL NA 206 $12.4K <0.01% 0 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 200 $12.1K <0.01% 0 13F-HR Timeline Lavaca Capital LLC More: the full row for Lavaca Capital LLC 200 $12.1K <0.01% 0 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 187 $11.3K 0.01% 0 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 156 $10K <0.01% new 13F-HR Timeline IFC & Insurance Marketing, Inc. More: the full row for IFC & Insurance Marketing, Inc. 169 $10K 0.01% 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 150 $9.06K <0.01% 0 13F-HR Timeline Ankerstar Wealth, LLC More: the full row for Ankerstar Wealth, LLC 139 $8.39K 0.01% 13F-HR Timeline MCGUIRE CAPITAL ADVISORS INC More: the full row for MCGUIRE CAPITAL ADVISORS INC 139 $8.39K 0.01% 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 129 $7.79K <0.01% 0 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 127 $7.67K 0.01% 0 13F-HR Timeline West Branch Capital LLC More: the full row for West Branch Capital LLC 125 $7.55K <0.01% 0 13F-HR Timeline Safe Harbor Fiduciary, LLC More: the full row for Safe Harbor Fiduciary, LLC 120 $7.25K 0.01% 13F-HR Timeline BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 100 $6.04K <0.01% 0 13F-HR Timeline Founders Capital Management More: the full row for Founders Capital Management 100 $6.04K <0.01% 0 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 100 $6.04K <0.01% new 13F-HR Timeline EVOLUTION WEALTH MANAGEMENT INC. More: the full row for EVOLUTION WEALTH MANAGEMENT INC. 100 $6.04K <0.01% new 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 86 $5.19K <0.01% 0 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 82 $4.95K <0.01% new 13F-HR Timeline SWAN Capital LLC More: the full row for SWAN Capital LLC 73 $4.41K <0.01% +53 13F-HR Timeline Erste Asset Management GmbH in group Erste Asset Management GmbH More: the full row for Erste Asset Management GmbH 63 $3.81K <0.01% -1,280 13F-HR Timeline Group