Forvis Mazars Wealth Advisors, LLC More: the full row for Forvis Mazars Wealth Advisors, LLC 15,312 $2.45M 0.05% -409 13F-HR Timeline Massachusetts Wealth Management More: the full row for Massachusetts Wealth Management 15,247 $2.44M 1.14% +23 13F-HR Timeline Texas Yale Capital Corp. More: the full row for Texas Yale Capital Corp. 15,213 $2.44M 0.07% 0 13F-HR Timeline Creegan & Nassoura Financial Group, LLC More: the full row for Creegan & Nassoura Financial Group, LLC 15,111 $2.42M 1.57% -500 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 15,065 $2.41M 0.21% -165 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 15,012 $2.4M 0.13% -5,111 13F-HR Timeline Douglass Winthrop Advisors, LLC More: the full row for Douglass Winthrop Advisors, LLC 15,011 $2.4M 0.04% -4 13F-HR Timeline RBF Capital, LLC More: the full row for RBF Capital, LLC 15,000 $2.4M 0.11% 0 13F-HR/A Timeline AlTi Global, Inc. in group AlTi Global, Inc. More: the full row for AlTi Global, Inc. 14,911 $2.39M 0.05% +276 13F-HR Timeline Group Rossmore Private Capital More: the full row for Rossmore Private Capital 14,886 $2.38M 0.21% 0 13F-HR Timeline Biltmore Family Office, LLC More: the full row for Biltmore Family Office, LLC 14,844 $2.38M 0.33% -821 13F-HR Timeline AlphaQuest LLC More: the full row for AlphaQuest LLC 14,795 $2.37M 0.13% +14,605 13F-HR Timeline CenterBook Partners LP More: the full row for CenterBook Partners LP 14,619 $2.34M 0.11% new 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 14,583 $2.33M 0.11% -141 13F-HR Timeline CAPITAL ADVISORS INC/OK More: the full row for CAPITAL ADVISORS INC/OK 14,487 $2.32M 0.04% +6,925 13F-HR Timeline Eagle Bluffs Wealth Management LLC More: the full row for Eagle Bluffs Wealth Management LLC 14,484 $2.32M 0.94% +554 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 14,482 $2.32M 0.02% +753 13F-HR Timeline SECURIAN ASSET MANAGEMENT, INC More: the full row for SECURIAN ASSET MANAGEMENT, INC 14,445 $2.31M 0.09% -11,277 13F-HR Timeline Polymer Capital Management (US) LLC More: the full row for Polymer Capital Management (US) LLC 14,358 $2.3M 0.3% -1,728 13F-HR Timeline AGP FRANKLIN, LLC More: the full row for AGP FRANKLIN, LLC 14,325 $2.29M 1.08% +1,397 13F-HR Timeline PHYSICIANS FINANCIAL SERVICES, INC. More: the full row for PHYSICIANS FINANCIAL SERVICES, INC. 14,297 $2.29M 0.61% -481 13F-HR Timeline Penobscot Investment Management Company… More: the full row for Penobscot Investment Management Company, Inc. 14,287 $2.29M 0.17% -200 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 14,283 $2.29M 0.08% -1,026 13F-HR Timeline Blackstone Inc. in group Blackstone Inc. More: the full row for Blackstone Inc. 14,098 $2.26M 0.01% new 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. GREENLEAF TRUST More: the full row for GREENLEAF TRUST 14,089 $2.26M 0.02% +29 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 14,079 $2.25M 0.04% +251 13F-HR Timeline Wahed Invest LLC More: the full row for Wahed Invest LLC 14,041 $2.25M 0.3% -573 13F-HR Timeline RiverFront Investment Group, LLC More: the full row for RiverFront Investment Group, LLC 14,031 $2.25M 0.04% +306 13F-HR Timeline Manske Wealth Management More: the full row for Manske Wealth Management 14,028 $2.25M 0.66% -978 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 14,015 $2.24M 0.02% +2,580 13F-HR Timeline NAPLES GLOBAL ADVISORS, LLC More: the full row for NAPLES GLOBAL ADVISORS, LLC 13,982 $2.24M 0.17% -246 13F-HR Timeline Summit Trail Advisors, LLC More: the full row for Summit Trail Advisors, LLC 13,962 $2.24M 0.04% +159 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 13,524 $2.17M 0.58% -298 13F-HR Timeline Dana Investment Advisors, Inc. More: the full row for Dana Investment Advisors, Inc. 13,475 $2.16M 0.06% 0 13F-HR Timeline CANANDAIGUA NATIONAL BANK & TRUST CO in group CANANDAIGUA NATIONAL BANK & T… More: the full row for CANANDAIGUA NATIONAL BANK & TRUST CO 13,463 $2.16M 0.19% -438 13F-HR Timeline Group CAHILL FINANCIAL ADVISORS INC More: the full row for CAHILL FINANCIAL ADVISORS INC 13,455 $2.15M 0.24% +302 13F-HR Timeline Allred Capital Management, LLC More: the full row for Allred Capital Management, LLC 13,439 $2.15M 0.78% -112 13F-HR Timeline Capital Management Associates, Inc More: the full row for Capital Management Associates, Inc 13,308 $2.13M 0.47% +1,000 13F-HR Timeline NorthCoast Asset Management LLC More: the full row for NorthCoast Asset Management LLC 13,200 $2.11M 0.05% -54,908 13F-HR Timeline Mill Capital Management, LLC More: the full row for Mill Capital Management, LLC 13,185 $2.11M 0.15% 0 13F-HR Timeline All Terrain Financial Advisors, LLC More: the full row for All Terrain Financial Advisors, LLC 13,163 $2.11M 0.65% +306 13F-HR Timeline First National Trust Co More: the full row for First National Trust Co 13,105 $2.1M 0.07% -119 13F-HR Timeline COURIER CAPITAL LLC More: the full row for COURIER CAPITAL LLC 13,041 $2.09M 0.12% 0 13F-HR Timeline Busey Bank More: the full row for Busey Bank 13,038 $2.09M 0.06% -26 13F-HR Timeline Aegis Wealth Management LLC More: the full row for Aegis Wealth Management LLC 13,022 $2.08M 1.18% 0 13F-HR Timeline Quantbot Technologies LP More: the full row for Quantbot Technologies LP 13,018 $2.08M 0.07% -56,602 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 12,961 $2.08M 0.04% +1,446 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 12,873 $2.06M 0.06% +1,183 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 12,787 $2.05M 0.05% -642 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 12,777 $2.05M 0.02% -23,138 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 12,732 $2.04M 0.09% -495 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 12,713 $2.04M 0.03% +851 13F-HR/A Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 12,704 $2.03M 0.02% +441 13F-HR Timeline Group Meeder Advisory Services, Inc. group of 2 filers holding More: the full row for Meeder Advisory Services, Inc. 12,693 $2.03M +1,130 Timeline Compton Wealth Advisory Group, LLC More: the full row for Compton Wealth Advisory Group, LLC 12,491 $2M 0.44% +2,791 13F-HR Timeline Kentucky Trust Co More: the full row for Kentucky Trust Co 12,481 $2M 1.06% -505 13F-HR Timeline FIRST NATIONAL BANK OF OMAHA in group FIRST NATIONAL BANK OF OMAHA More: the full row for FIRST NATIONAL BANK OF OMAHA 12,446 $2M 0.06% +3,591 13F-HR Timeline Group OFI INVEST ASSET MANAGEMENT More: the full row for OFI INVEST ASSET MANAGEMENT 14,481 $1.97M 0.03% -3,115 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 12,332 $1.97M 0.06% -293 13F-HR Timeline McMillan Office, Inc. More: the full row for McMillan Office, Inc. 12,261 $1.96M 0.24% 13F-HR Timeline Evercore Wealth Management, LLC More: the full row for Evercore Wealth Management, LLC 12,195 $1.95M 0.03% -425 13F-HR Timeline PRUDENTIAL PLC in group PRUDENTIAL PLC More: the full row for PRUDENTIAL PLC 12,150 $1.95M 0.02% 0 13F-HR Timeline Group BURNEY CO/ More: the full row for BURNEY CO/ 12,141 $1.94M 0.06% +48 13F-HR Timeline BOSTON FAMILY OFFICE LLC More: the full row for BOSTON FAMILY OFFICE LLC 12,118 $1.94M 0.12% -123 13F-HR Timeline Symmetry Investments LP in group Symmetry Investments LP More: the full row for Symmetry Investments LP 12,100 $1.94M 0.36% -600 13F-HR Timeline Group TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 12,058 $1.93M 0.08% -3,139 13F-HR Timeline Kessler Investment Group, LLC More: the full row for Kessler Investment Group, LLC 12,029 $1.93M 0.81% -132 13F-HR Timeline Bahl & Gaynor LLC More: the full row for Bahl & Gaynor LLC 12,022 $1.92M 0.01% +101 13F-HR Timeline FARMERS & MERCHANTS TRUST Co OF LONG BE… More: the full row for FARMERS & MERCHANTS TRUST Co OF LONG BEACH 12,006 $1.92M 0.44% -50 13F-HR Timeline Linden Thomas Advisory Services, LLC More: the full row for Linden Thomas Advisory Services, LLC 11,943 $1.91M 0.19% +287 13F-HR Timeline Carnegie Investment Counsel More: the full row for Carnegie Investment Counsel 11,937 $1.91M 0.04% +337 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 11,902 $1.91M 0.07% -46 13F-HR Timeline Group ROMANO BROTHERS AND COMPANY More: the full row for ROMANO BROTHERS AND COMPANY 11,895 $1.9M 0.22% +209 13F-HR Timeline AGF MANAGEMENT LTD in group AGF MANAGEMENT LTD More: the full row for AGF MANAGEMENT LTD 11,800 $1.89M 0.01% 0 13F-HR Timeline Group CHICAGO TRUST Co NA More: the full row for CHICAGO TRUST Co NA 11,754 $1.88M 0.29% -41 13F-HR Timeline Wynn Capital, LLC More: the full row for Wynn Capital, LLC 11,726 $1.88M 0.91% -73 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 11,683 $1.87M 0.03% +346 13F-HR Timeline RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 11,682 $1.87M 0.03% -293 13F-HR Timeline RIA Advisory Group LLC More: the full row for RIA Advisory Group LLC 11,655 $1.87M 0.45% 0 13F-HR Timeline Raiffeisen Bank International AG in group Raiffeisen Bank International… More: the full row for Raiffeisen Bank International AG 11,555 $1.86M 0.02% -215 13F-HR Timeline Group ARMSTRONG HENRY H ASSOCIATES INC More: the full row for ARMSTRONG HENRY H ASSOCIATES INC 11,580 $1.85M 0.17% -13 13F-HR Timeline BAYBAN More: the full row for BAYBAN 11,576 $1.85M 1.64% 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 11,567 $1.85M 0.04% -1,514 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 11,496 $1.84M 0.03% -6,284 13F-HR Timeline Beaton Management Co. Inc. More: the full row for Beaton Management Co. Inc. 11,475 $1.84M 0.81% 0 13F-HR Timeline WATERS PARKERSON & CO., LLC More: the full row for WATERS PARKERSON & CO., LLC 11,460 $1.83M 0.09% -109 13F-HR Timeline Ceeto Capital Group, LLC More: the full row for Ceeto Capital Group, LLC 11,450 $1.83M 0.53% 0 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 11,401 $1.83M 0.09% -1,575 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 11,393 $1.82M 0.02% +3,313 13F-HR Timeline KEYNOTE FINANCIAL SERVICES LLC More: the full row for KEYNOTE FINANCIAL SERVICES LLC 11,391 $1.82M 1.02% -525 13F-HR Timeline Machina Capital S.A.S. More: the full row for Machina Capital S.A.S. 11,371 $1.82M 0.35% new 13F-HR Timeline Trek Financial, LLC More: the full row for Trek Financial, LLC 11,369 $1.82M 0.11% +1,558 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 11,356 $1.82M 0.08% -1,104 13F-HR Timeline ST GERMAIN D J CO INC in group ST GERMAIN D J CO INC More: the full row for ST GERMAIN D J CO INC 11,269 $1.8M 0.07% 0 13F-HR Timeline Group HOME FEDERAL BANK OF TENNESSEE More: the full row for HOME FEDERAL BANK OF TENNESSEE 11,147 $1.78M 0.46% 0 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 11,112 $1.78M 0.08% +613 13F-HR Timeline Bryn Mawr Trust Advisors, LLC More: the full row for Bryn Mawr Trust Advisors, LLC 11,091 $1.78M 0.09% +160 13F-HR Timeline ADVISORS MANAGEMENT GROUP INC /ADV More: the full row for ADVISORS MANAGEMENT GROUP INC /ADV 11,017 $1.76M 0.32% -3,423 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 10,933 $1.75M 0.06% +1,644 13F-HR Timeline Capitolis Liquid Global Markets LLC in group CAPITOLIS LIQUID GLOBAL MARKE… More: the full row for Capitolis Liquid Global Markets LLC 10,905 $1.75M 0.01% new 13F-HR Timeline Group Legacy Wealth Asset Management, LLC More: the full row for Legacy Wealth Asset Management, LLC 10,883 $1.74M 0.43% +897 13F-HR Timeline Alliance Private Wealth, LLC More: the full row for Alliance Private Wealth, LLC 11,188 $1.74M 0.61% 13F-HR Timeline Jain Global LLC More: the full row for Jain Global LLC 10,857 $1.74M 0.02% new 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 10,032 $1.74M 0.06% +292 13F-HR Timeline SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 10,840 $1.74M 0.13% +370 13F-HR Timeline FOLGER NOLAN FLEMING DOUGLAS CAPITAL MA… More: the full row for FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC 10,834 $1.73M 0.18% 0 13F-HR Timeline EVOLVE PRIVATE WEALTH, LLC More: the full row for EVOLVE PRIVATE WEALTH, LLC 10,819 $1.73M 0.1% 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 10,724 $1.72M 0.03% -4 13F-HR Timeline Morse Asset Management, Inc More: the full row for Morse Asset Management, Inc 10,713 $1.72M 0.34% +75 13F-HR Timeline FERGUSON WELLMAN CAPITAL MANAGEMENT, INC More: the full row for FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 10,711 $1.71M 0.03% +90 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 10,656 $1.71M 0.1% -1,115 13F-HR Timeline Group Cornerstone Planning, LLC More: the full row for Cornerstone Planning, LLC 10,556 $1.7M 0.39% 13F-HR Timeline PICTON MAHONEY ASSET MANAGEMENT More: the full row for PICTON MAHONEY ASSET MANAGEMENT 10,604 $1.7M 0.02% +10,595 13F-HR Timeline Americana Partners, LLC More: the full row for Americana Partners, LLC 10,583 $1.69M 0.05% +6,898 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 10,582 $1.69M 0.07% -26 13F-HR Timeline Maia Wealth LLC More: the full row for Maia Wealth LLC 9,687 $1.69M 0.29% +1,359 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 10,554 $1.69M 0.06% +8,375 13F-HR Timeline EDMP, INC. More: the full row for EDMP, INC. 10,537 $1.69M 1.39% -223 13F-HR Timeline PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 10,532 $1.69M 0.02% +867 13F-HR Timeline BayBridge Capital Group, LLC More: the full row for BayBridge Capital Group, LLC 10,519 $1.68M 1.04% +102 13F-HR Timeline Cherry Creek Investment Advisors, Inc. More: the full row for Cherry Creek Investment Advisors, Inc. 10,514 $1.68M 0.72% -212 13F-HR Timeline Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 10,501 $1.68M 0.06% +162 13F-HR Timeline PEDDOCK CAPITAL ADVISORS, LLC More: the full row for PEDDOCK CAPITAL ADVISORS, LLC 10,451 $1.67M 0.35% +314 13F-HR Timeline Financial Avengers, Inc. More: the full row for Financial Avengers, Inc. 10,426 $1.67M 0.68% +857 13F-HR/A Timeline FIRST NATIONAL BANK & TRUST CO OF NEWTO… More: the full row for FIRST NATIONAL BANK & TRUST CO OF NEWTOWN 10,422 $1.67M 0.31% -120 13F-HR Timeline Vestcor Inc More: the full row for Vestcor Inc 10,407 $1.67M 0.05% 0 13F-HR Timeline KORNITZER CAPITAL MANAGEMENT INC /KS More: the full row for KORNITZER CAPITAL MANAGEMENT INC /KS 10,385 $1.66M 0.03% -1,995 13F-HR Timeline Cetera Trust Company, N.A More: the full row for Cetera Trust Company, N.A 10,356 $1.66M 0.89% 0 13F-HR Timeline Inman Jager Wealth Management, LLC More: the full row for Inman Jager Wealth Management, LLC 10,289 $1.65M 1.01% +487 13F-HR Timeline Northstar Advisory Group, LLC More: the full row for Northstar Advisory Group, LLC 10,286 $1.65M 0.58% -611 13F-HR Timeline Wellington Shields Capital Management, … group of 2 filers holding More: the full row for Wellington Shields Capital Management, LLC 10,252 $1.64M +565 Timeline Guardian Wealth Management, Inc. More: the full row for Guardian Wealth Management, Inc. 10,186 $1.63M 0.96% -95 13F-HR Timeline ZWJ INVESTMENT COUNSEL INC More: the full row for ZWJ INVESTMENT COUNSEL INC 10,076 $1.61M 0.06% -354 13F-HR Timeline V-Square Quantitative Management LLC More: the full row for V-Square Quantitative Management LLC 10,064 $1.61M 0.17% +14 13F-HR Timeline Fairfield Financial Advisors, LTD More: the full row for Fairfield Financial Advisors, LTD 10,027 $1.61M 0.52% +1,025 13F-HR Timeline BAR HARBOR WEALTH MANAGEMENT in group BAR HARBOR WEALTH MANAGEMENT More: the full row for BAR HARBOR WEALTH MANAGEMENT 10,020 $1.6M 0.09% +770 13F-HR Timeline Group DKRT Investments Corp. More: the full row for DKRT Investments Corp. 10,000 $1.6M 0.45% 0 13F-HR Timeline OKABENA INVESTMENT SERVICES INC More: the full row for OKABENA INVESTMENT SERVICES INC 9,994 $1.6M 0.31% +272 13F-HR Timeline Mirador Capital Partners LP More: the full row for Mirador Capital Partners LP 9,978 $1.6M 0.22% +111 13F-HR Timeline Associated Banc-Corp in group Associated Banc-Corp More: the full row for Associated Banc-Corp 9,949 $1.59M 0.04% -4,117 13F-HR Timeline Group Pinnacle Holdings, LLC More: the full row for Pinnacle Holdings, LLC 9,920 $1.59M 0.54% +979 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 9,881 $1.58M 0.03% -447 13F-HR Timeline CORNERCAP INVESTMENT COUNSEL INC More: the full row for CORNERCAP INVESTMENT COUNSEL INC 9,829 $1.57M 0.78% -132 13F-HR Timeline Jefferies Financial Group Inc. in group Jefferies Financial Group Inc. More: the full row for Jefferies Financial Group Inc. 9,798 $1.57M 0.01% -8,102 13F-HR Timeline Group HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 9,797 $1.57M 0.02% -215 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 9,782 $1.57M 0.02% +662 13F-HR Timeline Gifford Fong Associates More: the full row for Gifford Fong Associates 9,750 $1.56M 0.31% 0 13F-HR Timeline HighMark Wealth Management LLC More: the full row for HighMark Wealth Management LLC 9,734 $1.56M 0.64% -30 13F-HR Timeline Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 9,729 $1.56M <0.01% +261 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 9,546 $1.53M 0.03% +196 13F-HR Timeline Ethic Inc. More: the full row for Ethic Inc. 9,532 $1.53M 0.02% +248 13F-HR Timeline Westhampton Capital, LLC More: the full row for Westhampton Capital, LLC 9,522 $1.52M 0.72% 0 13F-HR Timeline GUARDIAN INVESTMENT MANAGEMENT More: the full row for GUARDIAN INVESTMENT MANAGEMENT 9,500 $1.52M 1.19% 0 13F-HR Timeline Affiance Financial, LLC More: the full row for Affiance Financial, LLC 9,462 $1.51M 0.24% -39 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 9,442 $1.5M 0.1% -86 13F-HR Timeline Group Berger Financial Group, Inc More: the full row for Berger Financial Group, Inc 9,329 $1.49M 0.09% -1,449 13F-HR Timeline EXCALIBUR MANAGEMENT CORP More: the full row for EXCALIBUR MANAGEMENT CORP 9,310 $1.49M 0.54% -239 13F-HR Timeline Diversify Advisory Services, LLC group of 2 filers holding More: the full row for Diversify Advisory Services, LLC 8,787 $1.48M +857 Timeline Laurel Wealth Advisors LLC More: the full row for Laurel Wealth Advisors LLC 9,223 $1.48M 0.2% +250 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 9,201 $1.47M 0.08% -155 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 9,188 $1.47M 0.05% -155 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 9,148 $1.46M 0.03% -329 13F-HR Timeline Havemeyer Place LP More: the full row for Havemeyer Place LP 9,131 $1.46M 0.29% 13F-HR Timeline WESPAC Advisors, LLC More: the full row for WESPAC Advisors, LLC 9,114 $1.46M 0.79% -1,223 13F-HR Timeline Applied Capital LLC/FL More: the full row for Applied Capital LLC/FL 9,090 $1.46M 1% 0 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 9,087 $1.46M 0.05% -2,019 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 9,076 $1.45M 0.36% +201 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 9,076 $1.45M 0.03% +3,989 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 9,050 $1.45M 0.1% -1,407 13F-HR Timeline Waterfront Wealth Inc. More: the full row for Waterfront Wealth Inc. 8,924 $1.44M 0.27% -3 13F-HR Timeline Sentry LLC More: the full row for Sentry LLC 9,002 $1.44M 0.39% -46 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 9,002 $1.44M 0.03% -20 13F-HR Timeline Ipswich Investment Management Co., Inc. More: the full row for Ipswich Investment Management Co., Inc. 9,001 $1.44M 0.33% -100 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 8,995 $1.44M 0.03% +608 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 8,985 $1.44M 0.13% -220 13F-HR Timeline MSH Capital Advisors LLC More: the full row for MSH Capital Advisors LLC 8,976 $1.44M 0.31% +626 13F-HR Timeline Private Wealth Partners, LLC More: the full row for Private Wealth Partners, LLC 8,950 $1.43M 0.1% -606 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 8,947 $1.43M 0.07% +1,570 13F-HR/A Timeline DELTA CAPITAL MANAGEMENT LLC More: the full row for DELTA CAPITAL MANAGEMENT LLC 8,930 $1.43M 0.8% -1,200 13F-HR Timeline Intellectus Partners, LLC More: the full row for Intellectus Partners, LLC 8,906 $1.43M 0.28% -79 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 8,894 $1.42M 0.18% +149 13F-HR Timeline PROFFITT & GOODSON INC More: the full row for PROFFITT & GOODSON INC 8,853 $1.42M 0.2% -70 13F-HR Timeline PROFUND ADVISORS LLC More: the full row for PROFUND ADVISORS LLC 8,848 $1.42M 0.04% -794 13F-HR Timeline BLB&B Advisors, LLC More: the full row for BLB&B Advisors, LLC 8,818 $1.41M 0.06% +153 13F-HR Timeline 44 WEALTH MANAGEMENT LLC More: the full row for 44 WEALTH MANAGEMENT LLC 8,796 $1.41M 0.47% -79 13F-HR Timeline TRUST POINT INC. More: the full row for TRUST POINT INC. 8,776 $1.41M 0.11% 0 13F-HR Timeline Fulton Bank, N.A. More: the full row for Fulton Bank, N.A. 8,748 $1.4M 0.05% -1,636 13F-HR Timeline Dynamic Technology Lab Private Ltd More: the full row for Dynamic Technology Lab Private Ltd 8,741 $1.4M 0.32% new 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 8,723 $1.4M 0.02% -453 13F-HR Timeline TCI Wealth Advisors, Inc. More: the full row for TCI Wealth Advisors, Inc. 8,697 $1.39M 0.08% -136 13F-HR Timeline Tema ETFs LLC More: the full row for Tema ETFs LLC 8,685 $1.39M 0.11% -24 13F-HR Timeline NIXON PEABODY TRUST CO More: the full row for NIXON PEABODY TRUST CO 8,675 $1.39M 0.11% 0 13F-HR Timeline Sage Capital Advisors,llc More: the full row for Sage Capital Advisors,llc 8,580 $1.37M 0.33% 0 13F-HR Timeline KING LUTHER CAPITAL MANAGEMENT CORP More: the full row for KING LUTHER CAPITAL MANAGEMENT CORP 8,563 $1.37M 0.01% +1,513 13F-HR Timeline Grantham, Mayo, Van Otterloo & Co. LLC More: the full row for Grantham, Mayo, Van Otterloo & Co. 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