D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 28,900 $1.49M 0.01% +1,743 13F-HR Timeline OUTFITTERS FINANCIAL LLC More: the full row for OUTFITTERS FINANCIAL LLC 27,972 $1.44M 1.23% 0 13F-HR Timeline One Charles Private Wealth Services, LLC More: the full row for One Charles Private Wealth Services, LLC 27,385 $1.41M 0.4% -550 13F-HR Timeline MCINTYRE FREEDMAN & FLYNN INVESTMENT AD… More: the full row for MCINTYRE FREEDMAN & FLYNN INVESTMENT ADVISERS INC 27,000 $1.39M 0.98% 0 13F-HR Timeline Argyle Capital Partners, LLC More: the full row for Argyle Capital Partners, LLC 26,712 $1.38M 1.13% +250 13F-HR Timeline Veracity Capital LLC More: the full row for Veracity Capital LLC 25,638 $1.32M 0.46% 0 13F-HR Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 25,411 $1.31M 0.01% -222 13F-HR Timeline Group BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 25,081 $1.29M <0.01% +200 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 $1.29M 0.48% 0 13F-HR Timeline Group CHELSEA COUNSEL CO More: the full row for CHELSEA COUNSEL CO 25,000 $1.29M 0.64% 0 13F-HR Timeline National Philanthropic Trust More: the full row for National Philanthropic Trust 25,000 $1.29M 0.02% 0 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 24,847 $1.28M 0.01% +22,261 13F-HR Timeline Delta Investment Management, LLC More: the full row for Delta Investment Management, LLC 24,765 $1.28M 0.25% +4,478 13F-HR Timeline SUMMIT SECURITIES GROUP LLC More: the full row for SUMMIT SECURITIES GROUP LLC 22,635 $1.17M 0.42% +510 13F-HR Timeline SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 22,585 $1.16M 0.1% -1,650 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 22,444 $1.16M 0.01% -4,367 13F-HR Timeline EXENCIAL WEALTH ADVISORS, LLC More: the full row for EXENCIAL WEALTH ADVISORS, LLC 22,372 $1.15M 0.04% +2 13F-HR Timeline Inscription Capital, LLC More: the full row for Inscription Capital, LLC 22,350 $1.15M 0.17% -5,275 13F-HR Timeline SEI INVESTMENTS CO in group SEI INVESTMENTS CO More: the full row for SEI INVESTMENTS CO 22,293 $1.15M <0.01% -489 13F-HR Timeline Group Trilogy Capital Inc. More: the full row for Trilogy Capital Inc. 22,210 $1.14M 0.06% +92 13F-HR Timeline CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 21,817 $1.12M 0.05% +359 13F-HR Timeline Applied Capital LLC/FL More: the full row for Applied Capital LLC/FL 21,150 $1.09M 0.81% +3,580 13F-HR Timeline Vestcor Inc More: the full row for Vestcor Inc 21,101 $1.09M 0.03% new 13F-HR Timeline Williamson Legacy Group, LLC More: the full row for Williamson Legacy Group, LLC 20,512 $1.06M 0.89% +4,495 13F-HR Timeline C2C Wealth Management, LLC More: the full row for C2C Wealth Management, LLC 20,421 $1.05M 0.95% +300 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 20,270 $1.04M 0.04% -3,661 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 20,105 $1.04M 0.03% +2,393 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 19,723 $1.02M 0.01% +2,865 13F-HR Timeline Modus Advisors, LLC More: the full row for Modus Advisors, LLC 19,606 $1.01M 0.3% 0 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 19,586 $1.01M 0.01% -3,176 13F-HR Timeline Group Creekmur Asset Management LLC More: the full row for Creekmur Asset Management LLC 19,545 $1.01M 0.18% +5,943 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 19,170 $987K 0.05% -500 13F-HR Timeline GUGGENHEIM CAPITAL LLC in group GUGGENHEIM CAPITAL LLC More: the full row for GUGGENHEIM CAPITAL LLC 19,139 $986K 0.01% +972 13F-HR Timeline Group Quantum Portfolio Management LLC More: the full row for Quantum Portfolio Management LLC 19,116 $985K 0.47% -2,439 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 18,822 $970K 0.01% new 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 18,731 $965K 0.04% +38 13F-HR Timeline CFO4Life Group, LLC More: the full row for CFO4Life Group, LLC 18,704 $963K 0.15% -496 13F-HR Timeline Strategic Financial Concepts, LLC More: the full row for Strategic Financial Concepts, LLC 18,698 $963K 0.14% +52 13F-HR Timeline Virtu Financial LLC in group Virtu Financial LLC More: the full row for Virtu Financial LLC 18,680 $962K 0.05% -2,864 13F-HR Timeline Group Pasadena Private Wealth, LLC More: the full row for Pasadena Private Wealth, LLC 18,373 $946K 0.16% +93 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 18,018 $928K <0.01% +485 13F-HR Timeline Group NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 17,937 $924K <0.01% +4,045 13F-HR Timeline Group LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 17,813 $918K 0.03% +11,204 13F-HR Timeline Group Westover Capital Advisors, LLC More: the full row for Westover Capital Advisors, LLC 17,800 $917K 0.18% 0 13F-HR Timeline SEARLE & CO. More: the full row for SEARLE & CO. 17,400 $896K 0.25% 0 13F-HR Timeline SL ADVISORS, LLC More: the full row for SL ADVISORS, LLC 17,375 $895K 1.61% 0 13F-HR/A Timeline NOVEM GROUP More: the full row for NOVEM GROUP 17,156 $884K 0.11% +156 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 16,731 $862K 0.01% -11 13F-HR Timeline Inspire Advisors, LLC in group Inspire Investing, LLC More: the full row for Inspire Advisors, LLC 16,697 $860K 0.09% +9,938 13F-HR Timeline Group GEODE CAPITAL MANAGEMENT, LLC in group GEODE CAPITAL MANAGEMENT, LLC More: the full row for GEODE CAPITAL MANAGEMENT, LLC 16,557 $853K <0.01% +1,021 13F-HR Timeline Group Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 16,265 $838K 0.05% 0 13F-HR Timeline MCDONALD PARTNERS LLC More: the full row for MCDONALD PARTNERS LLC 16,248 $837K 0.2% +58 13F-HR Timeline Allspring Global Investments Holdings, … in group Allspring Global Investments … More: the full row for Allspring Global Investments Holdings, LLC 16,198 $832K <0.01% +2,998 13F-HR Timeline Group Linscomb Wealth, Inc. More: the full row for Linscomb Wealth, Inc. 15,948 $821K 0.04% 0 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 15,693 $808K 0.01% -800 13F-HR Timeline Segment Wealth Management, LLC More: the full row for Segment Wealth Management, LLC 15,447 $796K 0.05% 0 13F-HR Timeline Hardy Reed LLC More: the full row for Hardy Reed LLC 15,270 $787K 0.06% 0 13F-HR Timeline REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 15,250 $786K 0.01% +6,250 13F-HR Timeline Group MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 15,231 $785K 0.03% -834 13F-HR Timeline Cherry Creek Investment Advisors, Inc. More: the full row for Cherry Creek Investment Advisors, Inc. 15,013 $773K 0.36% +270 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 14,669 $756K 0.01% 0 13F-HR Timeline Morningstar Investment Management LLC in group Morningstar Investment Manage… More: the full row for Morningstar Investment Management LLC 14,610 $753K 0.07% 0 13F-HR Timeline Group CARY STREET PARTNERS FINANCIAL LLC in group CARY STREET PARTNERS ASSET MA… More: the full row for CARY STREET PARTNERS FINANCIAL LLC 14,596 $752K 0.02% 0 13F-HR Timeline Group Greenline Partners, LLC More: the full row for Greenline Partners, LLC 14,527 $748K 0.1% +4,413 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 14,354 $739K 0.02% +396 13F-HR Timeline Highlander Partners, L.P. More: the full row for Highlander Partners, L.P. 14,291 $736K 0.28% 0 13F-HR Timeline Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 14,034 $723K +11 Timeline Penn Mutual Asset Management More: the full row for Penn Mutual Asset Management 13,970 $720K 1.27% 0 13F-HR Timeline Fulcrum Asset Management LLP More: the full row for Fulcrum Asset Management LLP 13,928 $717K 0.2% new 13F-HR/A Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 13,855 $714K 0.04% +134 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 13,876 $708K 0.04% +8 13F-HR Timeline Wealthstar Advisors, LLC More: the full row for Wealthstar Advisors, LLC 13,620 $702K 0.26% +619 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 13,581 $700K 0.01% +183 13F-HR Timeline Group Addis & Hill, Inc More: the full row for Addis & Hill, Inc 13,567 $699K 0.46% +59 13F-HR Timeline BRADLEY FOSTER & SARGENT INC/CT More: the full row for BRADLEY FOSTER & SARGENT INC/CT 13,425 $692K 0.01% new 13F-HR Timeline AUGUSTINE ASSET MANAGEMENT INC More: the full row for AUGUSTINE ASSET MANAGEMENT INC 13,080 $674K 0.18% 0 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 13,025 $671K 0.02% -200 13F-HR Timeline Aviance Capital Partners, LLC More: the full row for Aviance Capital Partners, LLC 12,974 $668K 0.09% 0 13F-HR Timeline ARS Investment Partners, LLC More: the full row for ARS Investment Partners, LLC 12,900 $664K 0.05% new 13F-HR Timeline Calydon Capital More: the full row for Calydon Capital 12,780 $658K 0.06% +6,262 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 12,753 $657K <0.01% 0 13F-HR/A Timeline Group First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 12,710 $655K 0.06% +2,659 13F-HR Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 12,494 $644K 0.01% new 13F-HR Timeline Group WESBANCO BANK INC More: the full row for WESBANCO BANK INC 12,230 $630K 0.02% +3,411 13F-HR Timeline GRIFFIN ASSET MANAGEMENT, INC. More: the full row for GRIFFIN ASSET MANAGEMENT, INC. 12,192 $628K 0.07% -560 13F-HR Timeline 49 WEALTH MANAGEMENT, LLC More: the full row for 49 WEALTH MANAGEMENT, LLC 12,104 $623K 0.07% +3,119 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 12,172 $620K 0.02% +1,303 13F-HR Timeline Granite Group Advisors, LLC More: the full row for Granite Group Advisors, LLC 11,905 $613K 0.37% 0 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 11,832 $609K 0.02% +1,260 13F-HR Timeline Burford Brothers, Inc. More: the full row for Burford Brothers, Inc. 11,828 $609K 0.28% new 13F-HR Timeline CW Advisors, LLC More: the full row for CW Advisors, LLC 11,670 $601K 0.01% +28 13F-HR Timeline AVALON CAPITAL MANAGEMENT More: the full row for AVALON CAPITAL MANAGEMENT 11,635 $599K 0.16% 0 13F-HR Timeline MONETARY MANAGEMENT GROUP INC More: the full row for MONETARY MANAGEMENT GROUP INC 11,600 $598K 0.15% 0 13F-HR Timeline Formidable Asset Management, LLC More: the full row for Formidable Asset Management, LLC 11,153 $597K 0.1% 0 13F-HR Timeline Merrion Investment Management Co, LLC More: the full row for Merrion Investment Management Co, LLC 11,525 $594K 0.39% 0 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 11,489 $592K 0.11% -409 13F-HR Timeline COUNTRY CLUB BANK More: the full row for COUNTRY CLUB BANK 11,265 $581K 0.04% 0 13F-HR Timeline AIRE ADVISORS, LLC More: the full row for AIRE ADVISORS, LLC 11,250 $579K 0.11% +1,635 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 11,202 $577K 0.01% -401 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 11,167 $575K 0.04% +6,719 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 11,150 $574K 0.04% +2,000 13F-HR Timeline Colonial River Investments, LLC More: the full row for Colonial River Investments, LLC 11,202 $565K 0.24% -401 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 10,842 $558K 0.02% +19 13F-HR Timeline Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 10,817 $557K 0.04% 0 13F-HR Timeline Group Cascade Financial Partners, LLC More: the full row for Cascade Financial Partners, LLC 10,721 $552K 0.07% +695 13F-HR Timeline Bleakley Financial Group, LLC More: the full row for Bleakley Financial Group, LLC 10,675 $550K 0.01% new 13F-HR Timeline MARSHALL INVESTMENT MANAGEMENT, LLC More: the full row for MARSHALL INVESTMENT MANAGEMENT, LLC 10,528 $542K 2.58% 0 13F-HR Timeline M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 10,494 $541K <0.01% -17,000 13F-HR Timeline Group Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 10,337 $532K 0.02% +1,117 13F-HR Timeline Bedel Financial Consulting, Inc. More: the full row for Bedel Financial Consulting, Inc. 10,319 $532K 0.07% +71 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 10,355 $526K 0.02% +58 13F-HR Timeline Arete Wealth Advisors, LLC More: the full row for Arete Wealth Advisors, LLC 10,052 $518K 0.04% +200 13F-HR Timeline Abel Hall, LLC More: the full row for Abel Hall, LLC 10,000 $515K 0.24% 0 13F-HR Timeline COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 9,933 $512K <0.01% +2,616 13F-HR Timeline Group BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 9,915 $511K 0.01% 0 13F-HR Timeline Group Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 9,727 $501K 0.02% 0 13F-HR Timeline WALLED LAKE PLANNING & WEALTH MANAGEMEN… More: the full row for WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC 9,419 $485K 0.16% 0 13F-HR Timeline Trueblood Wealth Management, LLC More: the full row for Trueblood Wealth Management, LLC 9,295 $479K 0.2% +150 13F-HR Timeline HANCOCK WHITNEY CORP More: the full row for HANCOCK WHITNEY CORP 9,039 $466K 0.01% new 13F-HR Timeline Northstar Advisory Group, LLC More: the full row for Northstar Advisory Group, LLC 9,000 $464K 0.23% new 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 9,032 $463K 0.04% 0 13F-HR Timeline Carnegie Investment Counsel More: the full row for Carnegie Investment Counsel 8,948 $461K 0.01% +819 13F-HR Timeline PEAPACK GLADSTONE FINANCIAL CORP More: the full row for PEAPACK GLADSTONE FINANCIAL CORP 8,899 $458K 0.01% -659 13F-HR Timeline NAVELLIER & ASSOCIATES INC More: the full row for NAVELLIER & ASSOCIATES INC 8,847 $456K 0.06% +4 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 8,814 $454K 0.02% -748 13F-HR Timeline Focus Partners Wealth in group Focus Partners Wealth More: the full row for Focus Partners Wealth 8,769 $452K <0.01% +859 13F-HR Timeline Group HOLDERNESS INVESTMENTS CO More: the full row for HOLDERNESS INVESTMENTS CO 8,720 $449K 0.1% +380 13F-HR Timeline Requisite Capital Management, LLC More: the full row for Requisite Capital Management, LLC 8,698 $448K 0.1% +1,674 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 8,690 $448K 0.01% 0 13F-HR Timeline Group Chung Wu Investment Group, LLC More: the full row for Chung Wu Investment Group, LLC 8,500 $438K 0.46% -300 13F-HR Timeline Diversify Advisory Services, LLC in group Diversify Advisory Services, … More: the full row for Diversify Advisory Services, LLC 8,723 $435K 0.02% new 13F-HR Timeline Group Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 8,393 $432K 0.01% 0 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 8,367 $431K 0.01% +269 13F-HR/A Timeline True North Advisors, LLC More: the full row for True North Advisors, LLC 8,347 $430K 0.08% -666 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 8,331 $429K 0.01% -54 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 8,268 $426K 0.04% -287 13F-HR Timeline Newman Dignan & Sheerar, Inc. More: the full row for Newman Dignan & Sheerar, Inc. 8,100 $417K 0.1% -200 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 8,060 $415K 0.01% +23 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 8,000 $412K 0.01% 0 13F-HR Timeline MATRIX PRIVATE CAPITAL GROUP LLC More: the full row for MATRIX PRIVATE CAPITAL GROUP LLC 8,000 $412K 0.24% 0 13F-HR Timeline Quantum Financial Planning Services, In… More: the full row for Quantum Financial Planning Services, Inc. 8,000 $412K 0.19% new 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 8,005 $412K 0.01% +127 13F-HR Timeline MAS Advisors LLC More: the full row for MAS Advisors LLC 7,991 $412K 0.67% +300 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 7,951 $410K 0.02% +2,200 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 7,928 $408K 0.01% +19 13F-HR/A 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 $403K 0.01% 0 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 7,773 $400K 0.03% +65 13F-HR Timeline Group Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 7,748 $399K 0.04% 0 13F-HR Timeline Group Belfer Management LLC More: the full row for Belfer Management LLC 7,668 $395K 6.04% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 7,649 $394K <0.01% -1,474 13F-HR Timeline Group Universal- Beteiligungs- und Serviceges… in group Universal- Beteiligungs- und … More: the full row for Universal- Beteiligungs- und Servicegesellschaft mbH 7,500 $386K <0.01% -800 13F-HR Timeline Group MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 7,474 $385K <0.01% -5,909 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 7,451 $384K 0.01% -1,501 13F-HR Timeline Group Pine Valley Investments Ltd Liability Co More: the full row for Pine Valley Investments Ltd Liability Co 7,451 $384K 0.02% +13 13F-HR Timeline Tidal Investments LLC in group Tidal Investments LLC More: the full row for Tidal Investments LLC 7,395 $381K <0.01% -6,138 13F-HR Timeline Group Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 7,378 $380K <0.01% new 13F-HR Timeline Silverberg Bernstein Capital Management… More: the full row for Silverberg Bernstein Capital Management LLC 7,376 $380K 0.26% +567 13F-HR Timeline Lee Financial Co More: the full row for Lee Financial Co 7,372 $380K 0.05% 0 13F-HR Timeline Allegheny Financial Group More: the full row for Allegheny Financial Group 7,364 $379K 0.08% -1,364 13F-HR Timeline Arista Wealth Management, LLC More: the full row for Arista Wealth Management, LLC 7,306 $376K 0.05% new 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 7,293 $376K 0.01% +180 13F-HR Timeline Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 7,283 $375K 0.03% 0 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 7,267 $371K 0.08% -345 13F-HR Timeline Hilton Capital Management, LLC More: the full row for Hilton Capital Management, LLC 7,085 $365K 0.03% 0 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 7,031 $362K 0.02% -6,268 13F-HR Timeline Financial Advocates Investment Manageme… More: the full row for Financial Advocates Investment Management 7,027 $362K 0.03% new 13F-HR Timeline AVANTAX ADVISORY SERVICES, INC. More: the full row for AVANTAX ADVISORY SERVICES, INC. 6,926 $357K <0.01% -1,358 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 6,911 $357K <0.01% +1,279 13F-HR Timeline Group Atria Wealth Solutions, Inc. More: the full row for Atria Wealth Solutions, Inc. 6,893 $355K 0.01% -51,184 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 6,868 $354K 0.03% -2,776 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 6,853 $353K 0.03% +60 13F-HR Timeline ORBA Wealth Advisors, L.L.C. More: the full row for ORBA Wealth Advisors, L.L.C. 6,756 $348K 0.32% new 13F-HR Timeline Ascentis Wealth Management, LLC in group Ascentis Wealth Management, L… More: the full row for Ascentis Wealth Management, LLC 6,850 $348K 0.08% 0 13F-HR Timeline Group NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 6,737 $347K 0.01% +2,220 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 6,715 $346K 0.01% +504 13F-HR Timeline Stablepoint Partners, LLC More: the full row for Stablepoint Partners, LLC 6,713 $346K 0.06% -83 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 6,688 $345K 0.01% -935 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 6,586 $339K 0.01% -1,960 13F-HR Timeline Sonora Investment Management Group, LLC More: the full row for Sonora Investment Management Group, LLC 6,542 $337K 0.03% -1,500 13F-HR Timeline Glenview Trust Co More: the full row for Glenview Trust Co 6,500 $335K 0.01% +2,500 13F-HR Timeline Keudell/Morrison Wealth Management More: the full row for Keudell/Morrison Wealth Management 6,500 $335K 0.07% new 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 $335K <0.01% 0 13F-HR/A Timeline Group Aspen Grove Capital, LLC More: the full row for Aspen Grove Capital, LLC 6,441 $332K 0.06% +1,000 13F-HR Timeline Lavaca Capital LLC More: the full row for Lavaca Capital LLC 6,400 $330K 0.13% 0 13F-HR/A Timeline Hilltop National Bank More: the full row for Hilltop National Bank 6,400 $330K 0.09% 13F-HR Timeline Bell Bank More: the full row for Bell Bank 6,200 $319K 0.01% 0 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 6,182 $318K <0.01% 0 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 6,110 $315K <0.01% 0 13F-HR Timeline Frisch Financial Group, Inc. More: the full row for Frisch Financial Group, Inc. 6,098 $314K 0.08% new 13F-HR Timeline Amplify Investments, LLC More: the full row for Amplify Investments, LLC 6,034 $311K 8.46% new 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 $309K 0.05% 0 13F-HR Timeline Group Prossimo Advisors, LLC More: the full row for Prossimo Advisors, LLC 5,994 $309K 0.25% 0 13F-HR Timeline Summit Trail Advisors, LLC More: the full row for Summit Trail Advisors, LLC 5,939 $306K 0.01% +2,027 13F-HR Timeline WINEBRENNER CAPITAL MANAGEMENT LLC More: the full row for WINEBRENNER CAPITAL MANAGEMENT LLC 5,928 $305K 0.25% +300 13F-HR Timeline DRW Securities, LLC More: the full row for DRW Securities, LLC 5,870 $302K 0.02% +1,557 13F-HR Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 5,866 $302K 0.02% +232 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 5,863 $302K 0.01% +54 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. 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