Virtu Financial LLC in group Virtu Financial LLC More: the full row for Virtu Financial LLC 28,135 $1.58M 0.05% +1,108 13F-HR Timeline Group OUTFITTERS FINANCIAL LLC More: the full row for OUTFITTERS FINANCIAL LLC 27,972 $1.58M 1.1% 0 13F-HR Timeline Greenline Partners, LLC More: the full row for Greenline Partners, LLC 27,729 $1.56M 0.16% +566 13F-HR Timeline One Charles Private Wealth Services, LLC More: the full row for One Charles Private Wealth Services, LLC 27,209 $1.53M 0.35% -909 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 27,125 $1.53M <0.01% +804 13F-HR Timeline Group D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 27,055 $1.52M 0.01% -1,446 13F-HR Timeline MCINTYRE FREEDMAN & FLYNN INVESTMENT AD… More: the full row for MCINTYRE FREEDMAN & FLYNN INVESTMENT ADVISERS INC 27,000 $1.52M 0.91% 0 13F-HR Timeline JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 26,278 $1.48M 0.01% 0 13F-HR Timeline Security National Bank More: the full row for Security National Bank 26,222 $1.48M 0.18% new 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 26,006 $1.46M 0.01% -2,543 13F-HR Timeline HOURGLASS CAPITAL, LLC More: the full row for HOURGLASS CAPITAL, LLC 25,872 $1.46M 0.29% 0 13F-HR/A Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 25,424 $1.43M 0.01% -7,719 13F-HR Timeline Group AMERICAN FINANCIAL GROUP INC in group AMERICAN FINANCIAL GROUP INC More: the full row for AMERICAN FINANCIAL GROUP INC 25,000 $1.41M 0.5% 0 13F-HR Timeline Group CHELSEA COUNSEL CO More: the full row for CHELSEA COUNSEL CO 25,000 $1.41M 0.6% 0 13F-HR Timeline Westover Capital Advisors, LLC More: the full row for Westover Capital Advisors, LLC 24,900 $1.4M 0.23% +3,500 13F-HR Timeline Burford Brothers, Inc. More: the full row for Burford Brothers, Inc. 24,875 $1.4M 0.51% +5,985 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 24,813 $1.4M 0.02% +2,515 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 24,726 $1.39M 0.01% +5,299 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 24,368 $1.37M 0.03% +835 13F-HR Timeline AssuredPartners Investment Advisors, LLC More: the full row for AssuredPartners Investment Advisors, LLC 23,995 $1.35M 0.13% 0 13F-HR Timeline NATIXIS in group Natixis Investment Managers More: the full row for NATIXIS 23,958 $1.35M 0.01% 0 13F-HR Timeline Group Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 23,491 $1.32M 0.01% -8,188 13F-HR/A Timeline SEI INVESTMENTS CO in group SEI INVESTMENTS CO More: the full row for SEI INVESTMENTS CO 23,094 $1.3M <0.01% +919 13F-HR Timeline Group Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 23,030 $1.3M 0.01% -30,662 13F-HR Timeline Allspring Global Investments Holdings, … in group Allspring Global Investments … More: the full row for Allspring Global Investments Holdings, LLC 23,064 $1.3M <0.01% +583 13F-HR Timeline Group Cannell & Spears LLC More: the full row for Cannell & Spears LLC 22,800 $1.28M 0.02% 0 13F-HR Timeline Inscription Capital, LLC More: the full row for Inscription Capital, LLC 22,712 $1.28M 0.11% +56 13F-HR Timeline C2C Wealth Management, LLC More: the full row for C2C Wealth Management, LLC 22,321 $1.26M 0.99% 0 13F-HR Timeline Tidal Investments LLC in group Tidal Investments LLC More: the full row for Tidal Investments LLC 21,882 $1.23M <0.01% +4,582 13F-HR Timeline Group Diversify Advisory Services, LLC group of 2 filers holding More: the full row for Diversify Advisory Services, LLC 20,934 $1.22M +258 Timeline GUGGENHEIM CAPITAL LLC in group GUGGENHEIM CAPITAL LLC More: the full row for GUGGENHEIM CAPITAL LLC 21,596 $1.22M 0.01% +1,306 13F-HR Timeline Group HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 21,402 $1.21M 0.01% -864 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 21,305 $1.2M 0.02% -3,508 13F-HR Timeline SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 21,185 $1.19M 0.08% +20 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 20,854 $1.18M 0.03% +2,171 13F-HR Timeline Fayez Sarofim & Co in group Fayez Sarofim & Co More: the full row for Fayez Sarofim & Co 20,814 $1.17M <0.01% 0 13F-HR Timeline Group Trilogy Capital Inc. More: the full row for Trilogy Capital Inc. 20,683 $1.17M 0.05% -139 13F-HR Timeline CVFG LLC More: the full row for CVFG LLC 20,600 $1.16M 0.12% -100 13F-HR Timeline Pasadena Private Wealth, LLC More: the full row for Pasadena Private Wealth, LLC 20,414 $1.15M 0.15% -934 13F-HR Timeline TRED AVON FAMILY WEALTH, LLC More: the full row for TRED AVON FAMILY WEALTH, LLC 20,342 $1.15M 0.35% 0 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 20,194 $1.14M 0.07% -30,000 13F-HR Timeline NOVEM GROUP More: the full row for NOVEM GROUP 20,000 $1.13M 0.11% -156 13F-HR Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 19,927 $1.12M 0.1% +4,494 13F-HR Timeline Compass Financial Group, INC/SD More: the full row for Compass Financial Group, INC/SD 19,589 $1.1M 0.13% +11,940 13F-HR Timeline Bank of New York Mellon Corp in group Bank of New York Mellon Corp More: the full row for Bank of New York Mellon Corp 19,420 $1.09M <0.01% -14,452 13F-HR Timeline Group Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 18,775 $1.06M 0.01% +600 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 18,695 $1.05M 0.05% -3,690 13F-HR Timeline Attessa Capital LLC More: the full row for Attessa Capital LLC 18,500 $1.04M 0.47% new 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 18,490 $1.04M 0.02% +8,717 13F-HR Timeline VELA Investment Management, LLC More: the full row for VELA Investment Management, LLC 18,164 $1.02M 0.25% +1,651 13F-HR/A Timeline M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 17,915 $1.01M <0.01% +7,421 13F-HR Timeline Group SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 17,845 $1.01M 0.08% +1,236 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 17,790 $1M 0.01% +9,859 13F-HR Timeline Cascade Financial Partners, LLC More: the full row for Cascade Financial Partners, LLC 17,616 $992K 0.09% 0 13F-HR Timeline SL ADVISORS, LLC More: the full row for SL ADVISORS, LLC 17,116 $964K 1.69% -113 13F-HR Timeline NAVELLIER & ASSOCIATES INC More: the full row for NAVELLIER & ASSOCIATES INC 17,010 $958K 0.08% +6,250 13F-HR Timeline Cherry Creek Investment Advisors, Inc. More: the full row for Cherry Creek Investment Advisors, Inc. 16,825 $948K 0.37% +453 13F-HR Timeline CARY STREET PARTNERS ASSET MANAGEMENT L… group of 2 filers holding More: the full row for CARY STREET PARTNERS ASSET MANAGEMENT LLC 16,819 $947K -279 Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 16,617 $939K <0.01% +3,944 13F-HR Timeline Group Fulcrum Asset Management LLP More: the full row for Fulcrum Asset Management LLP 16,052 $902K 0.09% 0 13F-HR Timeline Linscomb Wealth, Inc. More: the full row for Linscomb Wealth, Inc. 16,002 $901K 0.04% -5,098 13F-HR Timeline First Interstate Bank More: the full row for First Interstate Bank 16,000 $901K 0.05% 0 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 15,711 $885K 0.03% +2,239 13F-HR Timeline Wellington Grp LLC More: the full row for Wellington Grp LLC 15,589 $878K 0.23% +5,914 13F-HR/A Timeline Segment Wealth Management, LLC More: the full row for Segment Wealth Management, LLC 15,447 $870K 0.05% 0 13F-HR Timeline PEDDOCK CAPITAL ADVISORS, LLC More: the full row for PEDDOCK CAPITAL ADVISORS, LLC 15,264 $860K 0.17% +2,465 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 15,173 $855K 0.04% +21 13F-HR Timeline SageGuard Financial Group, LLC More: the full row for SageGuard Financial Group, LLC 15,127 $852K 0.12% -890 13F-HR Timeline IMC-Chicago, LLC More: the full row for IMC-Chicago, LLC 14,873 $838K 0.01% new 13F-HR Timeline GSA CAPITAL PARTNERS LLP More: the full row for GSA CAPITAL PARTNERS LLP 14,763 $832K 0.05% new 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 14,520 $828K 0.01% -2,033 13F-HR Timeline Hardy Reed LLC More: the full row for Hardy Reed LLC 14,670 $826K 0.05% 0 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 14,645 $825K 0.23% +3,401 13F-HR Timeline Cornerstone Select Advisors, LLC More: the full row for Cornerstone Select Advisors, LLC 14,457 $814K 0.34% +1,198 13F-HR Timeline Advisory Advocates, LLC More: the full row for Advisory Advocates, LLC 14,294 $805K 0.69% +1,366 13F-HR Timeline Highlander Partners, L.P. More: the full row for Highlander Partners, L.P. 14,291 $805K 0.27% 0 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 14,226 $801K <0.01% +93 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 14,069 $793K 0.01% +198 13F-HR Timeline Group Aviance Capital Partners, LLC More: the full row for Aviance Capital Partners, LLC 14,015 $789K 0.08% 0 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 14,010 $789K <0.01% 0 13F-HR Timeline Group Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 13,943 $785K 0.03% 0 13F-HR Timeline ARS Investment Partners, LLC More: the full row for ARS Investment Partners, LLC 13,900 $783K 0.03% 0 13F-HR Timeline Modus Advisors, LLC More: the full row for Modus Advisors, LLC 13,875 $782K 0.19% 0 13F-HR Timeline SteelPeak Wealth, LLC More: the full row for SteelPeak Wealth, LLC 13,595 $766K 0.02% -790 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 13,508 $761K <0.01% -1,373 13F-HR Timeline Group Larson Financial Group LLC More: the full row for Larson Financial Group LLC 13,482 $759K 0.02% -1,647 13F-HR Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 13,382 $754K 0.03% -848 13F-HR Timeline COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 13,333 $751K <0.01% 0 13F-HR Timeline Group AUGUSTINE ASSET MANAGEMENT INC More: the full row for AUGUSTINE ASSET MANAGEMENT INC 13,074 $736K 0.15% 0 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 13,057 $735K 0.01% -436 13F-HR Timeline BRADLEY FOSTER & SARGENT INC/CT More: the full row for BRADLEY FOSTER & SARGENT INC/CT 12,725 $717K 0.01% 0 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 12,692 $715K 0.07% new 13F-HR Timeline DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 12,478 $703K 0.01% 0 13F-HR Timeline Arete Wealth Advisors, LLC More: the full row for Arete Wealth Advisors, LLC 12,439 $701K 0.05% -220 13F-HR/A Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 11,720 $695K 0.01% -33 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 12,251 $690K 0.02% +1,316 13F-HR Timeline Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 12,197 $687K 0.04% +753 13F-HR Timeline Addis & Hill, Inc More: the full row for Addis & Hill, Inc 12,150 $684K 0.38% 0 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 11,790 $664K 0.01% +1,024 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 11,677 $658K 0.02% +304 13F-HR Timeline Wealthstar Advisors, LLC More: the full row for Wealthstar Advisors, LLC 11,669 $657K 0.33% +243 13F-HR Timeline AVALON CAPITAL MANAGEMENT More: the full row for AVALON CAPITAL MANAGEMENT 11,635 $655K 0.16% 0 13F-HR Timeline MONETARY MANAGEMENT GROUP INC More: the full row for MONETARY MANAGEMENT GROUP INC 11,600 $653K 0.13% 0 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 11,569 $652K 0.01% 0 13F-HR Timeline Merrion Investment Management Co, LLC More: the full row for Merrion Investment Management Co, LLC 11,525 $649K 0.31% 0 13F-HR Timeline Northstar Advisory Group, LLC More: the full row for Northstar Advisory Group, LLC 11,500 $648K 0.2% -500 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 11,176 $630K <0.01% -1,219 13F-HR Timeline Group MITCHELL MCLEOD PUGH & WILLIAMS INC More: the full row for MITCHELL MCLEOD PUGH & WILLIAMS INC 11,106 $626K 0.08% +205 13F-HR Timeline Lifetime Wealth Management P.C. More: the full row for Lifetime Wealth Management P.C. 11,000 $620K 0.36% 0 13F-HR Timeline CAPITAL ADVISORS INC/OK More: the full row for CAPITAL ADVISORS INC/OK 10,884 $613K 0.01% -267 13F-HR Timeline MARSHALL INVESTMENT MANAGEMENT, LLC More: the full row for MARSHALL INVESTMENT MANAGEMENT, LLC 10,736 $605K 0.25% +4 13F-HR Timeline Bedel Financial Consulting, Inc. More: the full row for Bedel Financial Consulting, Inc. 10,632 $599K 0.06% +81 13F-HR Timeline Bouchey Financial Group, Ltd. More: the full row for Bouchey Financial Group, Ltd. 10,568 $595K 0.04% 0 13F-HR Timeline Trueblood Wealth Management, LLC More: the full row for Trueblood Wealth Management, LLC 10,377 $585K 0.2% +466 13F-HR Timeline Sunbeam Capital Management, LLC More: the full row for Sunbeam Capital Management, LLC 10,355 $583K 0.27% +9 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 10,268 $578K 0.01% -728 13F-HR Timeline COMPASS FINANCIAL MANAGEMENT LLC More: the full row for COMPASS FINANCIAL MANAGEMENT LLC 9,988 $577K 0.07% 13F-HR Timeline Magnus Financial Group LLC More: the full row for Magnus Financial Group LLC 10,232 $576K 0.04% +674 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 10,206 $575K <0.01% +1,969 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 10,150 $572K 0.02% 0 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 10,143 $571K 0.01% +228 13F-HR Timeline Group Retirement Solution LLC More: the full row for Retirement Solution LLC 10,101 $569K 0.11% new 13F-HR Timeline Abel Hall, LLC More: the full row for Abel Hall, LLC 10,000 $563K 0.1% 0 13F-HR Timeline Strategic Financial Concepts, LLC More: the full row for Strategic Financial Concepts, LLC 9,985 $562K 0.17% +1,315 13F-HR Timeline WALLED LAKE PLANNING & WEALTH MANAGEMEN… More: the full row for WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC 9,924 $559K 0.14% +9 13F-HR Timeline Colonial River Investments, LLC More: the full row for Colonial River Investments, LLC 9,903 $558K 0.16% -329 13F-HR Timeline Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 9,807 $552K 0.03% 0 13F-HR Timeline Group Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 9,740 $549K 0.08% -737 13F-HR Timeline BITTERROOT CAPITAL ADVISORS LLC More: the full row for BITTERROOT CAPITAL ADVISORS LLC 9,703 $547K 0.33% +185 13F-HR Timeline Silverberg Bernstein Capital Management… More: the full row for Silverberg Bernstein Capital Management LLC 9,644 $543K 0.21% 0 13F-HR Timeline HOLDERNESS INVESTMENTS CO More: the full row for HOLDERNESS INVESTMENTS CO 9,582 $540K 0.09% +200 13F-HR Timeline Pinnacle Financial Partners, Inc. in group Pinnacle Financial Partners, … More: the full row for Pinnacle Financial Partners, Inc. 9,547 $538K <0.01% -630 13F-HR Timeline Group SCHULHOFF & CO INC More: the full row for SCHULHOFF & CO INC 9,500 $535K 0.22% 0 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 9,326 $525K 0.01% -1,155 13F-HR Timeline Legacy Advisors, LLC More: the full row for Legacy Advisors, LLC 9,275 $522K 0.05% 0 13F-HR Timeline PEAPACK GLADSTONE FINANCIAL CORP More: the full row for PEAPACK GLADSTONE FINANCIAL CORP 9,238 $520K 0.01% +87 13F-HR Timeline WESBANCO BANK INC More: the full row for WESBANCO BANK INC 9,034 $509K 0.01% -11 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 8,994 $507K 0.02% +400 13F-HR Timeline XTX Topco Ltd in group XTX Topco Ltd More: the full row for XTX Topco Ltd 8,923 $503K 0.01% -776 13F-HR Timeline Group Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 8,921 $503K <0.01% +109 13F-HR Timeline Summit Trail Advisors, LLC More: the full row for Summit Trail Advisors, LLC 8,835 $498K 0.01% -328 13F-HR Timeline Argent Advisors, Inc. More: the full row for Argent Advisors, Inc. 8,807 $496K 0.12% 0 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 8,748 $493K 0.02% -979 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 8,678 $489K 0.02% +67 13F-HR Timeline Amplify Investments, LLC More: the full row for Amplify Investments, LLC 8,620 $486K 6.71% +1,293 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 8,583 $483K 0.03% +310 13F-HR Timeline Stablepoint Partners, LLC More: the full row for Stablepoint Partners, LLC 8,534 $481K 0.07% +251 13F-HR Timeline Chung Wu Investment Group, LLC More: the full row for Chung Wu Investment Group, LLC 8,500 $479K 0.31% 0 13F-HR Timeline True North Advisors, LLC More: the full row for True North Advisors, LLC 8,494 $478K 0.05% new 13F-HR Timeline Convergence Financial, LLC More: the full row for Convergence Financial, LLC 8,470 $477K 0.04% +38 13F-HR Timeline Foresight Global Investors, Inc. More: the full row for Foresight Global Investors, Inc. 8,464 $477K 0.29% 0 13F-HR Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 8,401 $473K 0.01% -36 13F-HR Timeline Group MSH Capital Advisors LLC More: the full row for MSH Capital Advisors LLC 8,392 $473K 0.08% new 13F-HR Timeline Carnegie Investment Counsel More: the full row for Carnegie Investment Counsel 8,316 $468K 0.01% 0 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 8,270 $466K 0.01% +4,221 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 8,241 $464K 0.01% -90 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 8,231 $460K 0.03% -193 13F-HR Timeline Newman Dignan & Sheerar, Inc. More: the full row for Newman Dignan & Sheerar, Inc. 8,100 $456K 0.09% 0 13F-HR Timeline Maia Wealth LLC More: the full row for Maia Wealth LLC 8,017 $452K 0.07% +207 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 8,000 $451K 0.01% 0 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 7,991 $450K 0.01% -300 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 7,988 $450K 0.01% -3,272 13F-HR Timeline Group Allied Private Wealth LLC More: the full row for Allied Private Wealth LLC 7,807 $448K 0.29% 13F-HR Timeline Belfer Management LLC More: the full row for Belfer Management LLC 7,829 $441K 7.31% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 7,817 $440K <0.01% -412 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 7,817 $440K 0.01% -912 13F-HR Timeline Lee Financial Co More: the full row for Lee Financial Co 7,778 $438K 0.06% +406 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 7,748 $436K 0.03% 0 13F-HR Timeline Group FIDUCIARY FINANCIAL GROUP, LLC More: the full row for FIDUCIARY FINANCIAL GROUP, LLC 7,745 $436K 0.05% -40 13F-HR Timeline Pine Valley Investments Ltd Liability Co More: the full row for Pine Valley Investments Ltd Liability Co 7,723 $435K 0.02% +19 13F-HR Timeline CLARK FINANCIAL SERVICES GROUP INC … More: the full row for CLARK FINANCIAL SERVICES GROUP INC /BD 7,706 $434K 0.2% +1,088 13F-HR Timeline Traynor Capital Management, Inc. More: the full row for Traynor Capital Management, Inc. 7,637 $430K 0.02% +313 13F-HR Timeline WESTCO ADVISORY SERVICES INC /ADV More: the full row for WESTCO ADVISORY SERVICES INC /ADV 7,585 $427K 0.26% -330 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/ 7,500 $422K <0.01% 0 13F-HR Timeline Group Glenview Trust Co More: the full row for Glenview Trust Co 7,500 $422K 0.01% 0 13F-HR/A Timeline Ulland Investment Advisors, LLC More: the full row for Ulland Investment Advisors, LLC 7,500 $422K 0.31% 0 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 7,475 $421K 0.01% +129 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 7,400 $417K 0.09% +1,000 13F-HR Timeline Rollins Financial Advisors, LLC More: the full row for Rollins Financial Advisors, LLC 7,379 $416K 0.05% +2,190 13F-HR Timeline Allegheny Financial Group More: the full row for Allegheny Financial Group 7,364 $415K 0.04% 0 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 7,347 $414K <0.01% +2,411 13F-HR Timeline Arista Wealth Management, LLC More: the full row for Arista Wealth Management, LLC 7,306 $412K 0.04% 0 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 7,285 $410K 0.01% 0 13F-HR Timeline Group Wedmont Private Capital More: the full row for Wedmont Private Capital 7,160 $408K 0.01% -3,384 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 7,238 $408K 0.01% +629 13F-HR Timeline Group WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 7,000 $403K 0.01% 0 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 7,126 $401K 0.03% 0 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 7,046 $397K <0.01% +3,341 13F-HR Timeline Group HANCOCK WHITNEY CORP More: the full row for HANCOCK WHITNEY CORP 7,038 $396K 0.01% 0 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 7,025 $396K 0.02% new 13F-HR Timeline Cedar Wealth Management, LLC More: the full row for Cedar Wealth Management, LLC 7,024 $396K 0.1% +2,478 13F-HR Timeline Washington Trust Advisors, Inc. 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