National Philanthropic Trust More: the full row for National Philanthropic Trust 25,000 $1.2M 0.02% 0 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 24,881 $1.19M <0.01% 0 13F-HR Timeline Group SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 24,335 $1.16M 0.11% -1,400 13F-HR Timeline NATIXIS in group Natixis Investment Managers More: the full row for NATIXIS 23,958 $1.15M 0.01% -316,200 13F-HR Timeline Group Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 23,811 $1.14M 0.07% -390 13F-HR Timeline Argyle Capital Partners, LLC More: the full row for Argyle Capital Partners, LLC 23,362 $1.12M 0.96% 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 23,161 $1.11M 0.02% +2,867 13F-HR Timeline Group NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 23,110 $1.11M 0.01% +746 13F-HR Timeline MIZUHO MARKETS AMERICAS LLC in group MIZUHO FINANCIAL GROUP INC More: the full row for MIZUHO MARKETS AMERICAS LLC 22,979 $1.1M 0.02% -18,500 13F-HR Timeline Group Counterpoint Mutual Funds LLC More: the full row for Counterpoint Mutual Funds LLC 22,885 $1.1M 0.14% new 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 22,434 $1.07M 0.06% -909 13F-HR Timeline EXENCIAL WEALTH ADVISORS, LLC More: the full row for EXENCIAL WEALTH ADVISORS, LLC 22,368 $1.07M 0.04% +3 13F-HR Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 22,089 $1.06M <0.01% +8,529 13F-HR Timeline Group Trilogy Capital Inc. More: the full row for Trilogy Capital Inc. 22,030 $1.05M 0.05% +99 13F-HR Timeline Virtu Financial LLC in group Virtu Financial LLC More: the full row for Virtu Financial LLC 21,866 $1.05M 0.06% new 13F-HR Timeline Group Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 21,780 $1.04M 0.02% +48 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 21,520 $1.03M 0.03% +231 13F-HR Timeline Sheaff Brock Investment Advisors, LLC More: the full row for Sheaff Brock Investment Advisors, LLC 21,233 $1.02M 0.09% +1,532 13F-HR Timeline CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 21,120 $1.01M 0.05% +380 13F-HR Timeline Fayez Sarofim & Co in group Fayez Sarofim & Co More: the full row for Fayez Sarofim & Co 20,814 $996K <0.01% 0 13F-HR Timeline Group Strategic Financial Concepts, LLC More: the full row for Strategic Financial Concepts, LLC 20,430 $978K 0.19% +1,517 13F-HR/A Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 20,120 $963K 0.01% +2,860 13F-HR Timeline Group Penn Mutual Asset Management More: the full row for Penn Mutual Asset Management 19,970 $956K 1.72% +9,200 13F-HR Timeline Modus Advisors, LLC More: the full row for Modus Advisors, LLC 19,606 $938K 0.29% 0 13F-HR Timeline MACQUARIE GROUP LTD in group MACQUARIE GROUP LTD More: the full row for MACQUARIE GROUP LTD 19,242 $921K <0.01% -121 13F-HR Timeline Group CFO4Life Group, LLC More: the full row for CFO4Life Group, LLC 19,200 $919K 0.16% +200 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 19,170 $917K 0.04% 0 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 18,959 $907K 0.03% -257 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 18,520 $886K <0.01% +5,965 13F-HR Timeline C2C Wealth Management, LLC More: the full row for C2C Wealth Management, LLC 18,421 $882K 0.82% 0 13F-HR Timeline Pasadena Private Wealth, LLC More: the full row for Pasadena Private Wealth, LLC 18,193 $871K 0.18% -916 13F-HR Timeline Fortis Group Advisors, LLC More: the full row for Fortis Group Advisors, LLC 18,086 $866K 0.16% new 13F-HR Timeline MCDONALD PARTNERS LLC More: the full row for MCDONALD PARTNERS LLC 18,037 $863K 0.22% +614 13F-HR Timeline Westover Capital Advisors, LLC More: the full row for Westover Capital Advisors, LLC 17,800 $852K 0.19% +4,300 13F-HR Timeline GUGGENHEIM CAPITAL LLC in group GUGGENHEIM CAPITAL LLC More: the full row for GUGGENHEIM CAPITAL LLC 17,419 $834K 0.01% +1,179 13F-HR Timeline Group SEARLE & CO. More: the full row for SEARLE & CO. 17,400 $833K 0.24% +12,000 13F-HR Timeline SL ADVISORS, LLC More: the full row for SL ADVISORS, LLC 17,375 $832K 1.38% 0 13F-HR/A Timeline Lee Financial Co More: the full row for Lee Financial Co 17,142 $820K 0.12% 0 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 17,030 $815K 0.04% +1,998 13F-HR Timeline NOVEM GROUP More: the full row for NOVEM GROUP 17,000 $814K 0.12% 13F-HR Timeline GROESBECK INVESTMENT MANAGEMENT CORP /N… More: the full row for GROESBECK INVESTMENT MANAGEMENT CORP /NJ/ 16,800 $804K 1.05% new 13F-HR Timeline Linscomb Wealth, Inc. More: the full row for Linscomb Wealth, Inc. 15,948 $763K 0.04% 0 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 15,745 $754K 0.03% -216 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 15,340 $734K 0.01% +364 13F-HR Timeline Hardy Reed LLC More: the full row for Hardy Reed LLC 15,270 $731K 0.06% +3,000 13F-HR Timeline GEODE CAPITAL MANAGEMENT, LLC in group GEODE CAPITAL MANAGEMENT, LLC More: the full row for GEODE CAPITAL MANAGEMENT, LLC 15,148 $725K <0.01% -340 13F-HR Timeline Group CHELSEA COUNSEL CO More: the full row for CHELSEA COUNSEL CO 15,000 $718K 0.37% 0 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 14,669 $702K 0.01% 0 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 14,596 $699K +8,800 Timeline Cherry Creek Investment Advisors, Inc. More: the full row for Cherry Creek Investment Advisors, Inc. 14,489 $693K 0.34% +285 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 14,466 $692K 0.01% +7,986 13F-HR Timeline Highlander Partners, L.P. More: the full row for Highlander Partners, L.P. 14,291 $684K 0.39% 0 13F-HR Timeline FINANCIAL COUNSELORS INC More: the full row for FINANCIAL COUNSELORS INC 14,156 $678K 0.01% -3,000 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 14,051 $672K <0.01% -19,725 13F-HR Timeline Group BBR PARTNERS, LLC More: the full row for BBR PARTNERS, LLC 14,000 $670K 0.05% 0 13F-HR Timeline Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 13,958 $668K -6,258 Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 13,677 $655K 0.06% -1,837 13F-HR Timeline Wealthstar Advisors, LLC More: the full row for Wealthstar Advisors, LLC 13,645 $653K 0.28% 13F-HR Timeline Addis & Hill, Inc More: the full row for Addis & Hill, Inc 13,462 $644K 0.48% 0 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 13,328 $638K 0.01% 0 13F-HR Timeline Group World Investment Advisors More: the full row for World Investment Advisors 13,225 $633K 0.02% +866 13F-HR Timeline Allspring Global Investments Holdings, … in group Allspring Global Investments … More: the full row for Allspring Global Investments Holdings, LLC 13,200 $632K <0.01% +5,200 13F-HR Timeline Group NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 13,145 $629K <0.01% -11,498 13F-HR Timeline Group Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 12,345 $627K 0.02% +378 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 13,084 $626K 0.02% +1,802 13F-HR Timeline Group AUGUSTINE ASSET MANAGEMENT INC More: the full row for AUGUSTINE ASSET MANAGEMENT INC 13,080 $626K 0.16% +7,630 13F-HR Timeline Formidable Asset Management, LLC More: the full row for Formidable Asset Management, LLC 12,744 $610K 0.1% 0 13F-HR Timeline GRIFFIN ASSET MANAGEMENT, INC. More: the full row for GRIFFIN ASSET MANAGEMENT, INC. 12,402 $594K 0.07% +156 13F-HR Timeline Merrion Investment Management Co, LLC More: the full row for Merrion Investment Management Co, LLC 12,225 $585K 0.41% -75 13F-HR Timeline Granite Group Advisors, LLC More: the full row for Granite Group Advisors, LLC 11,905 $570K 0.36% -424 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 11,635 $557K 0.03% +11,509 13F-HR Timeline AVALON CAPITAL MANAGEMENT More: the full row for AVALON CAPITAL MANAGEMENT 11,635 $557K 0.18% 0 13F-HR Timeline MONETARY MANAGEMENT GROUP INC More: the full row for MONETARY MANAGEMENT GROUP INC 11,600 $555K 0.14% 0 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 11,532 $552K 0.02% +3,139 13F-HR Timeline Bedel Financial Consulting, Inc. More: the full row for Bedel Financial Consulting, Inc. 10,182 $548K 0.08% new 13F-HR Timeline Wilkinson Global Asset Management LLC More: the full row for Wilkinson Global Asset Management LLC 11,445 $548K 0.03% 0 13F-HR Timeline Williamson Legacy Group, LLC More: the full row for Williamson Legacy Group, LLC 11,423 $547K 0.36% +5,253 13F-HR Timeline Colonial River Investments, LLC More: the full row for Colonial River Investments, LLC 11,403 $546K 0.26% +1,066 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 11,403 $546K 0.01% +1,146 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 11,247 $538K 0.1% +512 13F-HR Timeline COUNTRY CLUB BANK More: the full row for COUNTRY CLUB BANK 11,265 $537K 0.04% 0 13F-HR Timeline Aviance Capital Partners, LLC More: the full row for Aviance Capital Partners, LLC 10,974 $525K 0.07% 0 13F-HR Timeline Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 10,817 $518K 0.04% -1,005 13F-HR Timeline Group HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 10,804 $517K 0.02% +730 13F-HR Timeline AIRE ADVISORS, LLC More: the full row for AIRE ADVISORS, LLC 10,397 $498K 0.1% +802 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 10,243 $495K 0.03% +62 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 10,274 $492K 0.04% -70 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 10,210 $489K 0.03% -552 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 10,054 $481K 0.02% +3,685 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 9,915 $479K 0.01% 0 13F-HR Timeline Group Abel Hall, LLC More: the full row for Abel Hall, LLC 10,000 $479K 0.3% new 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 9,950 $476K 0.03% 0 13F-HR Timeline Arete Wealth Advisors, LLC More: the full row for Arete Wealth Advisors, LLC 9,852 $472K 0.03% +2,640 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 9,857 $472K 0.05% +408 13F-HR Timeline MARSHALL INVESTMENT MANAGEMENT, LLC More: the full row for MARSHALL INVESTMENT MANAGEMENT, LLC 10,528 $468K 0.28% 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 9,727 $466K 0.02% -284 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 9,032 $464K 0.05% 0 13F-HR Timeline Tidal Investments LLC in group Tidal Investments LLC More: the full row for Tidal Investments LLC 9,674 $463K <0.01% -5,090 13F-HR Timeline Group Cascade Financial Partners, LLC More: the full row for Cascade Financial Partners, LLC 9,627 $461K 0.06% +420 13F-HR Timeline WALLED LAKE PLANNING & WEALTH MANAGEMEN… More: the full row for WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC 9,419 $451K 0.17% -2,066 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 9,370 $448K 0.02% +300 13F-HR/A Timeline PEAPACK GLADSTONE FINANCIAL CORP More: the full row for PEAPACK GLADSTONE FINANCIAL CORP 9,272 $444K 0.01% +98 13F-HR Timeline Trueblood Wealth Management, LLC More: the full row for Trueblood Wealth Management, LLC 9,119 $436K 0.22% +31 13F-HR Timeline REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 9,000 $431K <0.01% 0 13F-HR Timeline Group Chung Wu Investment Group, LLC More: the full row for Chung Wu Investment Group, LLC 8,800 $421K 0.42% 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 8,285 $421K 0.01% -90 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 8,792 $421K 0.01% +1,736 13F-HR Timeline Applied Capital LLC/FL More: the full row for Applied Capital LLC/FL 8,725 $418K 0.33% new 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 8,720 $417K <0.01% -151 13F-HR Timeline Group FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 8,690 $416K 0.01% 0 13F-HR Timeline Group Carnegie Investment Counsel More: the full row for Carnegie Investment Counsel 8,629 $413K 0.01% 0 13F-HR Timeline HOLDERNESS INVESTMENTS CO More: the full row for HOLDERNESS INVESTMENTS CO 8,340 $399K 0.09% -75 13F-HR Timeline Newman Dignan & Sheerar, Inc. More: the full row for Newman Dignan & Sheerar, Inc. 8,300 $397K 0.1% 0 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 8,145 $390K 0.01% -547 13F-HR Timeline Group Focus Partners Wealth in group Focus Partners Wealth More: the full row for Focus Partners Wealth 8,136 $389K <0.01% -1,034 13F-HR/A Timeline Group Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 8,033 $384K 0.02% -194 13F-HR Timeline MATRIX PRIVATE CAPITAL GROUP LLC More: the full row for MATRIX PRIVATE CAPITAL GROUP LLC 8,000 $383K 0.22% 0 13F-HR Timeline Empirical Financial Services, LLC d.b.a… More: the full row for Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 7,820 $374K 0.01% new 13F-HR Timeline SANDERS MORRIS HARRIS LLC More: the full row for SANDERS MORRIS HARRIS LLC 7,823 $373K 0.06% 0 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 7,791 $372K 0.03% -4,589 13F-HR Timeline F&V Capital Management, LLC More: the full row for F&V Capital Management, LLC 7,750 $371K 0.1% 0 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 7,748 $371K 0.04% 0 13F-HR Timeline Group Belfer Management LLC More: the full row for Belfer Management LLC 7,733 $370K 5.89% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Sigma Planning Corp More: the full row for Sigma Planning Corp 7,690 $368K 0.01% +1,171 13F-HR Timeline Pine Valley Investments Ltd Liability Co More: the full row for Pine Valley Investments Ltd Liability Co 7,643 $366K 0.02% -26 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 7,608 $364K 0.01% new 13F-HR Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 7,568 $362K 0.01% new 13F-HR Timeline Group BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 7,537 $361K 0.01% +128 13F-HR Timeline Group INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 7,274 $354K 0.03% new 13F-HR Timeline Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 7,347 $352K 0.03% +30 13F-HR Timeline LAKE STREET ADVISORS GROUP, LLC More: the full row for LAKE STREET ADVISORS GROUP, LLC 7,218 $345K 0.02% -10 13F-HR Timeline Stablepoint Partners, LLC More: the full row for Stablepoint Partners, LLC 7,203 $345K 0.06% +800 13F-HR Timeline Hilton Capital Management, LLC More: the full row for Hilton Capital Management, LLC 7,085 $339K 0.03% 0 13F-HR Timeline Sabal Trust CO More: the full row for Sabal Trust CO 7,038 $337K 0.02% 0 13F-HR Timeline Requisite Capital Management, LLC More: the full row for Requisite Capital Management, LLC 7,024 $336K 0.07% 0 13F-HR Timeline Marble Harbor Investment Counsel, LLC More: the full row for Marble Harbor Investment Counsel, LLC 6,980 $334K 0.04% +1,130 13F-HR Timeline TOWNSQUARE CAPITAL LLC More: the full row for TOWNSQUARE CAPITAL LLC 6,958 $333K <0.01% +672 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 6,940 $332K 0.01% +72 13F-HR Timeline WESBANCO BANK INC More: the full row for WESBANCO BANK INC 6,879 $329K 0.01% +1,500 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 6,864 $329K 0.04% +5,398 13F-HR Timeline Beverly Hills Private Wealth, LLC More: the full row for Beverly Hills Private Wealth, LLC 6,841 $327K 0.07% +2,336 13F-HR Timeline Silverberg Bernstein Capital Management… More: the full row for Silverberg Bernstein Capital Management LLC 6,809 $326K 0.29% 0 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 6,797 $325K <0.01% -16,746 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 6,726 $322K 0.02% new 13F-HR Timeline Group AVANTAX ADVISORY SERVICES, INC. More: the full row for AVANTAX ADVISORY SERVICES, INC. 6,663 $319K <0.01% +1,743 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 6,609 $316K 0.01% +1,150 13F-HR Timeline Group Heritage Trust Co More: the full row for Heritage Trust Co 6,603 $316K 0.04% 13F-HR Timeline Sonora Investment Management Group, LLC More: the full row for Sonora Investment Management Group, LLC 6,542 $313K 0.02% -4,170 13F-HR Timeline GSA CAPITAL PARTNERS LLP More: the full row for GSA CAPITAL PARTNERS LLP 6,509 $312K 0.02% new 13F-HR Timeline Prossimo Advisors, LLC More: the full row for Prossimo Advisors, LLC 6,509 $312K 0.23% 0 13F-HR Timeline Calydon Capital More: the full row for Calydon Capital 6,518 $312K 0.06% -7,735 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/ 6,500 $311K <0.01% new 13F-HR Timeline Group BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 6,494 $311K <0.01% -23,417 13F-HR Timeline Group MAS Advisors LLC More: the full row for MAS Advisors LLC 6,449 $309K 0.52% +1,692 13F-HR Timeline Lavaca Capital LLC More: the full row for Lavaca Capital LLC 6,400 $306K 0.13% 0 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 6,400 $306K 0.09% 0 13F-HR Timeline Greenline Partners, LLC More: the full row for Greenline Partners, LLC 6,350 $304K 0.04% 0 13F-HR Timeline Aster Capital Management (DIFC) Ltd More: the full row for Aster Capital Management (DIFC) Ltd 6,350 $304K 0.12% new 13F-HR Timeline MOSAIC FAMILY WEALTH PARTNERS, LLC More: the full row for MOSAIC FAMILY WEALTH PARTNERS, LLC 6,286 $301K 0.04% 0 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 6,282 $301K <0.01% +100 13F-HR Timeline Bell Bank More: the full row for Bell Bank 6,200 $297K 0.02% 0 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 6,110 $292K <0.01% 0 13F-HR Timeline Alpine Global Management, LLC More: the full row for Alpine Global Management, LLC 6,100 $292K 0.09% new 13F-HR/A Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 6,032 $289K 0.01% +1,142 13F-HR Timeline Ascent Wealth Partners, LLC More: the full row for Ascent Wealth Partners, LLC 6,005 $287K 0.04% -995 13F-HR Timeline Wellington Shields Capital Management, … in group Wellington Shields Capital Ma… More: the full row for Wellington Shields Capital Management, LLC 6,000 $287K 0.05% 0 13F-HR Timeline Group Royal Harbor Partners, LLC More: the full row for Royal Harbor Partners, LLC 5,999 $287K 0.11% -1,060 13F-HR Timeline Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 5,981 $286K <0.01% new 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 5,932 $284K <0.01% +5,424 13F-HR Timeline Group Legacy Advisors, LLC More: the full row for Legacy Advisors, LLC 5,905 $283K 0.03% 0 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 5,885 $282K 0.01% +125 13F-HR Timeline Van Cleef Asset Management,Inc More: the full row for Van Cleef Asset Management,Inc 5,808 $278K 0.03% 0 13F-HR Timeline Douglass Winthrop Advisors, LLC More: the full row for Douglass Winthrop Advisors, LLC 5,800 $278K 0.01% 0 13F-HR Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 5,724 $274K <0.01% +519 13F-HR Timeline Group Allie Family Office LLC More: the full row for Allie Family Office LLC 5,719 $274K 0.15% 0 13F-HR Timeline WINEBRENNER CAPITAL MANAGEMENT LLC More: the full row for WINEBRENNER CAPITAL MANAGEMENT LLC 5,628 $269K 0.21% 13F-HR Timeline PHILADELPHIA TRUST CO More: the full row for PHILADELPHIA TRUST CO 5,620 $269K 0.02% 0 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 5,610 $268K 0.01% -6,545 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 5,558 $266K 0.01% +404 13F-HR Timeline Secure Asset Management, LLC More: the full row for Secure Asset Management, LLC 5,511 $264K 0.04% +459 13F-HR Timeline Madison Park Capital Advisors, LLC More: the full row for Madison Park Capital Advisors, LLC 5,500 $263K 0.21% new 13F-HR Timeline SHIKIAR ASSET MANAGEMENT INC More: the full row for SHIKIAR ASSET MANAGEMENT INC 5,500 $263K 0.07% new 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 5,463 $261K <0.01% +144 13F-HR Timeline Aspen Grove Capital, LLC More: the full row for Aspen Grove Capital, LLC 5,441 $260K 0.06% 0 13F-HR Timeline OAK FAMILY ADVISORS, LLC More: the full row for OAK FAMILY ADVISORS, LLC 5,409 $259K 0.1% +7 13F-HR Timeline Quadrant Private Wealth Management, LLC More: the full row for Quadrant Private Wealth Management, LLC 5,400 $258K 0.06% 0 13F-HR Timeline Ascentis Wealth Management, LLC in group Ascentis Wealth Management, L… More: the full row for Ascentis Wealth Management, LLC 5,390 $258K 0.08% 0 13F-HR Timeline Group Rockbridge Asset Management LLC More: the full row for Rockbridge Asset Management LLC 5,381 $258K 0.15% 13F-HR Timeline BSW Wealth Partners More: the full row for BSW Wealth Partners 5,376 $257K 0.04% 0 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 5,376 $257K 0.01% +1,925 13F-HR Timeline PARSONS CAPITAL MANAGEMENT INC/RI More: the full row for PARSONS CAPITAL MANAGEMENT INC/RI 5,327 $255K 0.01% 0 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 5,326 $255K 0.01% -72 13F-HR Timeline STEEL GROVE CAPITAL ADVISORS, LLC More: the full row for STEEL GROVE CAPITAL ADVISORS, LLC 5,267 $252K 0.04% +17 13F-HR Timeline Claro Advisors Inc. 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