Independent Advisor Alliance More: the full row for Independent Advisor Alliance 28,543 $1.63M 0.02% -20,628 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 28,501 $1.63M 0.01% +654 13F-HR Timeline One Charles Private Wealth Services, LLC More: the full row for One Charles Private Wealth Services, LLC 28,118 $1.6M 0.4% +733 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 28,065 $1.6M 0.04% -2,775 13F-HR Timeline OUTFITTERS FINANCIAL LLC More: the full row for OUTFITTERS FINANCIAL LLC 27,972 $1.6M 1.24% 0 13F-HR Timeline RESOLUTE CAPITAL, LLC More: the full row for RESOLUTE CAPITAL, LLC 27,788 $1.59M 0.64% +3,524 13F-HR Timeline ACADIAN ASSET MANAGEMENT LLC in group ACADIAN ASSET MANAGEMENT LLC More: the full row for ACADIAN ASSET MANAGEMENT LLC 27,531 $1.57M <0.01% 0 13F-HR Timeline Group Greenline Partners, LLC More: the full row for Greenline Partners, LLC 27,163 $1.55M 0.17% +2,744 13F-HR Timeline Argyle Capital Partners, LLC More: the full row for Argyle Capital Partners, LLC 27,077 $1.55M 1.11% +415 13F-HR Timeline Virtu Financial LLC in group Virtu Financial LLC More: the full row for Virtu Financial LLC 27,027 $1.54M 0.06% +6,705 13F-HR Timeline Group MCINTYRE FREEDMAN & FLYNN INVESTMENT AD… More: the full row for MCINTYRE FREEDMAN & FLYNN INVESTMENT ADVISERS INC 27,000 $1.54M 0.87% 0 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 26,321 $1.5M <0.01% +56 13F-HR Timeline Group IFG Advisory, LLC More: the full row for IFG Advisory, LLC 26,320 $1.5M 4.31% new 13F-HR Timeline JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 26,278 $1.5M 0.01% new 13F-HR Timeline HOURGLASS CAPITAL, LLC More: the full row for HOURGLASS CAPITAL, LLC 25,872 $1.48M 0.31% new 13F-HR Timeline EXENCIAL WEALTH ADVISORS, LLC More: the full row for EXENCIAL WEALTH ADVISORS, LLC 25,685 $1.47M 0.05% +187 13F-HR Timeline Bramshill Investments, LLC More: the full row for Bramshill Investments, LLC 25,559 $1.46M 0.13% -3,943 13F-HR Timeline AMERICAN FINANCIAL GROUP INC in group AMERICAN FINANCIAL GROUP INC More: the full row for AMERICAN FINANCIAL GROUP INC 25,000 $1.43M 0.53% 0 13F-HR Timeline Group CHELSEA COUNSEL CO More: the full row for CHELSEA COUNSEL CO 25,000 $1.43M 0.63% 0 13F-HR/A Timeline National Philanthropic Trust More: the full row for National Philanthropic Trust 25,000 $1.43M 0.02% 0 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 24,813 $1.42M 0.03% +5,252 13F-HR Timeline NATIXIS in group Natixis Investment Managers More: the full row for NATIXIS 23,958 $1.37M 0.01% 0 13F-HR Timeline Group Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 23,533 $1.34M 0.04% +525 13F-HR Timeline AssuredPartners Investment Advisors, LLC More: the full row for AssuredPartners Investment Advisors, LLC 23,995 $1.34M 0.15% -6,038 13F-HR Timeline Cannell & Spears LLC More: the full row for Cannell & Spears LLC 22,800 $1.3M 0.03% -6,700 13F-HR/A Timeline Inscription Capital, LLC More: the full row for Inscription Capital, LLC 22,656 $1.29M 0.14% +91 13F-HR Timeline C2C Wealth Management, LLC More: the full row for C2C Wealth Management, LLC 22,321 $1.27M 1.08% +400 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 22,298 $1.27M 0.03% +2,122 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 22,266 $1.27M 0.01% -4,324 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 22,385 $1.27M 0.07% -166 13F-HR Timeline SEI INVESTMENTS CO in group SEI INVESTMENTS CO More: the full row for SEI INVESTMENTS CO 22,175 $1.27M <0.01% +201 13F-HR Timeline Group Allspring Global Investments Holdings, … in group Allspring Global Investments … More: the full row for Allspring Global Investments Holdings, LLC 22,481 $1.26M <0.01% -399 13F-HR Timeline Group Westover Capital Advisors, LLC More: the full row for Westover Capital Advisors, LLC 21,400 $1.22M 0.22% +3,600 13F-HR Timeline Pasadena Private Wealth, LLC More: the full row for Pasadena Private Wealth, LLC 21,348 $1.22M 0.17% -1,417 13F-HR Timeline Inspire Investing, LLC group of 2 filers holding More: the full row for Inspire Investing, LLC 21,235 $1.21M +1,798 Timeline SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 21,165 $1.21M 0.09% -1,300 13F-HR Timeline Linscomb Wealth, Inc. More: the full row for Linscomb Wealth, Inc. 21,100 $1.2M 0.05% +5,152 13F-HR Timeline Trilogy Capital Inc. More: the full row for Trilogy Capital Inc. 20,822 $1.19M 0.05% -250 13F-HR Timeline Fayez Sarofim & Co in group Fayez Sarofim & Co More: the full row for Fayez Sarofim & Co 20,814 $1.19M <0.01% 0 13F-HR Timeline Group CVFG LLC More: the full row for CVFG LLC 20,700 $1.18M 0.15% new 13F-HR Timeline TRED AVON FAMILY WEALTH, LLC More: the full row for TRED AVON FAMILY WEALTH, LLC 20,342 $1.16M 0.39% +3,495 13F-HR Timeline GUGGENHEIM CAPITAL LLC in group GUGGENHEIM CAPITAL LLC More: the full row for GUGGENHEIM CAPITAL LLC 20,290 $1.16M 0.01% -1,021 13F-HR Timeline Group NOVEM GROUP More: the full row for NOVEM GROUP 20,156 $1.15M 0.13% 0 13F-HR Timeline Diversify Advisory Services, LLC group of 2 filers holding More: the full row for Diversify Advisory Services, LLC 20,676 $1.15M +10,277 Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 19,427 $1.11M 0.01% +8,737 13F-HR Timeline Burford Brothers, Inc. More: the full row for Burford Brothers, Inc. 18,890 $1.08M 0.44% +1,441 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 18,683 $1.07M 0.03% -539 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 18,175 $1.04M 0.01% +1,806 13F-HR Timeline 49 WEALTH MANAGEMENT, LLC More: the full row for 49 WEALTH MANAGEMENT, LLC 18,037 $1.03M 0.08% +955 13F-HR Timeline Cascade Financial Partners, LLC More: the full row for Cascade Financial Partners, LLC 17,616 $1.01M 0.1% +1,275 13F-HR Timeline Tidal Investments LLC in group Tidal Investments LLC More: the full row for Tidal Investments LLC 17,300 $987K <0.01% new 13F-HR Timeline Group BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 17,260 $985K 0.01% 0 13F-HR Timeline Group SL ADVISORS, LLC More: the full row for SL ADVISORS, LLC 17,229 $983K 1.66% 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 17,098 $976K +627 Timeline SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 16,609 $948K 0.09% +12,784 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 16,553 $945K 0.02% -1,492 13F-HR Timeline VELA Investment Management, LLC More: the full row for VELA Investment Management, LLC 16,513 $942K 0.24% -18,833 13F-HR/A Timeline SEARLE & CO. More: the full row for SEARLE & CO. 16,400 $936K 0.24% -1,000 13F-HR Timeline Cherry Creek Investment Advisors, Inc. More: the full row for Cherry Creek Investment Advisors, Inc. 16,372 $934K 0.41% +768 13F-HR Timeline Fulcrum Asset Management LLP More: the full row for Fulcrum Asset Management LLP 16,052 $926K 0.14% 0 13F-HR Timeline SageGuard Financial Group, LLC More: the full row for SageGuard Financial Group, LLC 16,017 $914K 0.14% -662 13F-HR Timeline First Interstate Bank More: the full row for First Interstate Bank 16,000 $913K 0.05% 0 13F-HR Timeline Segment Wealth Management, LLC More: the full row for Segment Wealth Management, LLC 15,447 $882K 0.05% 0 13F-HR Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 15,433 $881K 0.1% +8,730 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 15,152 $865K 0.05% -814 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 15,129 $863K 0.03% -5,782 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 14,881 $849K <0.01% +2,914 13F-HR Timeline Group Ascentis Wealth Management, LLC group of 2 filers holding More: the full row for Ascentis Wealth Management, LLC 14,689 $838K +7,839 Timeline Hardy Reed LLC More: the full row for Hardy Reed LLC 14,670 $837K 0.06% -600 13F-HR Timeline SteelPeak Wealth, LLC More: the full row for SteelPeak Wealth, LLC 14,385 $821K 0.03% +396 13F-HR Timeline Highlander Partners, L.P. More: the full row for Highlander Partners, L.P. 14,291 $816K 0.32% 0 13F-HR Timeline SG Americas Securities, LLC More: the full row for SG Americas Securities, LLC 14,282 $815K <0.01% +3,587 13F-HR Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 14,230 $812K 0.03% -2,593 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 14,133 $807K <0.01% +2,968 13F-HR Timeline Aviance Capital Partners, LLC More: the full row for Aviance Capital Partners, LLC 14,015 $800K 0.09% -459 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 14,010 $799K <0.01% 0 13F-HR Timeline Group Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 13,943 $796K 0.03% -550 13F-HR Timeline ARS Investment Partners, LLC More: the full row for ARS Investment Partners, LLC 13,900 $793K 0.04% +1,000 13F-HR Timeline Modus Advisors, LLC More: the full row for Modus Advisors, LLC 13,875 $792K 0.22% -5,731 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 13,871 $792K 0.01% -7,722 13F-HR Timeline Group J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 13,493 $770K 0.03% +103 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 13,472 $769K 0.03% +2 13F-HR Timeline COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 13,333 $761K <0.01% +1,809 13F-HR Timeline Group Cornerstone Select Advisors, LLC More: the full row for Cornerstone Select Advisors, LLC 13,259 $757K 0.47% new 13F-HR Timeline AUGUSTINE ASSET MANAGEMENT INC More: the full row for AUGUSTINE ASSET MANAGEMENT INC 13,074 $746K 0.17% -6 13F-HR Timeline Advisory Advocates, LLC More: the full row for Advisory Advocates, LLC 12,928 $738K 0.75% +489 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 12,673 $736K <0.01% +808 13F-HR Timeline Group PEDDOCK CAPITAL ADVISORS, LLC More: the full row for PEDDOCK CAPITAL ADVISORS, LLC 12,799 $730K 0.16% +5,974 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 12,755 $728K <0.01% +2 13F-HR Timeline Group BRADLEY FOSTER & SARGENT INC/CT More: the full row for BRADLEY FOSTER & SARGENT INC/CT 12,725 $726K 0.01% 0 13F-HR/A Timeline Arete Wealth Advisors, LLC More: the full row for Arete Wealth Advisors, LLC 12,659 $722K 0.05% +165 13F-HR/A Timeline DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 12,478 $712K 0.01% 0 13F-HR Timeline Addis & Hill, Inc More: the full row for Addis & Hill, Inc 12,150 $693K 0.42% -504 13F-HR Timeline Jefferies Financial Group Inc. in group Jefferies Financial Group Inc. More: the full row for Jefferies Financial Group Inc. 12,019 $686K 0.01% -2,415 13F-HR Timeline Group Northstar Advisory Group, LLC More: the full row for Northstar Advisory Group, LLC 12,000 $685K 0.26% +500 13F-HR Timeline AVALON CAPITAL MANAGEMENT More: the full row for AVALON CAPITAL MANAGEMENT 11,635 $664K 0.19% 0 13F-HR Timeline MONETARY MANAGEMENT GROUP INC More: the full row for MONETARY MANAGEMENT GROUP INC 11,600 $662K 0.16% 0 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 12,395 $662K <0.01% +1,409 13F-HR Timeline Group Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 11,569 $660K 0.02% 0 13F-HR Timeline Merrion Investment Management Co, LLC More: the full row for Merrion Investment Management Co, LLC 11,525 $658K 0.35% 0 13F-HR Timeline Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 11,444 $653K 0.04% new 13F-HR Timeline Wealthstar Advisors, LLC More: the full row for Wealthstar Advisors, LLC 11,426 $652K 0.39% -1,172 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 11,373 $649K 0.02% -196 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 11,260 $643K 0.02% +850 13F-HR Timeline Group Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 11,244 $642K 0.2% +3,037 13F-HR Timeline CAPITAL ADVISORS INC/OK More: the full row for CAPITAL ADVISORS INC/OK 11,151 $636K 0.01% +3,709 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 11,753 $635K 0.01% -86 13F-HR Timeline Lifetime Wealth Management P.C. More: the full row for Lifetime Wealth Management P.C. 11,000 $628K 0.36% 0 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 10,996 $628K 0.01% +1,876 13F-HR/A Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 10,935 $624K 0.02% +4,052 13F-HR Timeline MITCHELL MCLEOD PUGH & WILLIAMS INC More: the full row for MITCHELL MCLEOD PUGH & WILLIAMS INC 10,901 $622K 0.09% 0 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 10,766 $614K 0.01% +1,014 13F-HR Timeline NAVELLIER & ASSOCIATES INC More: the full row for NAVELLIER & ASSOCIATES INC 10,760 $614K 0.06% +275 13F-HR Timeline MARSHALL INVESTMENT MANAGEMENT, LLC More: the full row for MARSHALL INVESTMENT MANAGEMENT, LLC 10,732 $612K 0.29% +204 13F-HR Timeline Bedel Financial Consulting, Inc. More: the full row for Bedel Financial Consulting, Inc. 10,551 $602K 0.07% +76 13F-HR Timeline M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 10,494 $599K <0.01% 0 13F-HR/A Timeline Group HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 10,481 $598K 0.01% +3,395 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 10,477 $598K 0.1% -1,038 13F-HR Timeline Bouchey Financial Group, Ltd. More: the full row for Bouchey Financial Group, Ltd. 10,568 $596K 0.04% 0 13F-HR Timeline Sunbeam Capital Management, LLC More: the full row for Sunbeam Capital Management, LLC 10,346 $590K 0.34% +27 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 10,544 $589K 0.02% -536 13F-HR Timeline Colonial River Investments, LLC More: the full row for Colonial River Investments, LLC 10,232 $584K 0.21% 0 13F-HR Timeline Pinnacle Financial Partners, Inc. in group Pinnacle Financial Partners, … More: the full row for Pinnacle Financial Partners, Inc. 10,177 $581K <0.01% -2,700 13F-HR Timeline Group ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 10,150 $579K 0.03% 0 13F-HR Timeline Abel Hall, LLC More: the full row for Abel Hall, LLC 10,000 $571K 0.12% 0 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 9,915 $566K 0.01% 0 13F-HR Timeline Group WALLED LAKE PLANNING & WEALTH MANAGEMEN… More: the full row for WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC 9,915 $566K 0.17% +496 13F-HR Timeline Trueblood Wealth Management, LLC More: the full row for Trueblood Wealth Management, LLC 9,911 $566K 0.22% +175 13F-HR Timeline Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 9,807 $560K 0.03% -1,010 13F-HR Timeline Group IFP Advisors, Inc More: the full row for IFP Advisors, Inc 9,773 $558K 0.01% +2,231 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 9,727 $555K 0.02% 0 13F-HR Timeline XTX Topco Ltd in group XTX Topco Ltd More: the full row for XTX Topco Ltd 9,699 $554K 0.01% -21,562 13F-HR Timeline Group Wellington Grp LLC More: the full row for Wellington Grp LLC 9,675 $552K 0.17% +3,519 13F-HR Timeline Silverberg Bernstein Capital Management… More: the full row for Silverberg Bernstein Capital Management LLC 9,644 $550K 0.3% 0 13F-HR Timeline Magnus Financial Group LLC More: the full row for Magnus Financial Group LLC 9,558 $545K 0.04% +4,413 13F-HR Timeline BITTERROOT CAPITAL ADVISORS LLC More: the full row for BITTERROOT CAPITAL ADVISORS LLC 9,518 $543K 0.33% +176 13F-HR Timeline SCHULHOFF & CO INC More: the full row for SCHULHOFF & CO INC 9,500 $542K 0.22% 0 13F-HR Timeline HOLDERNESS INVESTMENTS CO More: the full row for HOLDERNESS INVESTMENTS CO 9,382 $535K 0.11% +200 13F-HR Timeline Legacy Advisors, LLC More: the full row for Legacy Advisors, LLC 9,275 $529K 0.06% 0 13F-HR Timeline Summit Trail Advisors, LLC More: the full row for Summit Trail Advisors, LLC 9,163 $523K 0.01% +2,563 13F-HR Timeline PEAPACK GLADSTONE FINANCIAL CORP More: the full row for PEAPACK GLADSTONE FINANCIAL CORP 9,151 $522K 0.01% +83 13F-HR Timeline WESBANCO BANK INC More: the full row for WESBANCO BANK INC 9,045 $516K 0.01% -1,000 13F-HR Timeline Ameritas Investment Partners, Inc. in group Ameritas Investment Partners,… More: the full row for Ameritas Investment Partners, Inc. 8,983 $513K 0.02% 0 13F-HR Timeline Group Argent Advisors, Inc. More: the full row for Argent Advisors, Inc. 8,807 $503K 0.14% new 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 8,729 $498K 0.01% +2,451 13F-HR Timeline Strategic Financial Concepts, LLC More: the full row for Strategic Financial Concepts, LLC 8,670 $495K 0.12% new 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 8,812 $493K <0.01% -4,484 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 8,611 $491K 0.02% -81 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 8,594 $490K 0.02% +400 13F-HR Timeline Chung Wu Investment Group, LLC More: the full row for Chung Wu Investment Group, LLC 8,500 $485K 0.42% 0 13F-HR Timeline Foresight Global Investors, Inc. More: the full row for Foresight Global Investors, Inc. 8,464 $483K 0.31% 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 8,437 $481K 0.01% +144 13F-HR Timeline Group Convergence Financial, LLC More: the full row for Convergence Financial, LLC 8,432 $481K 0.05% new 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 8,331 $475K 0.01% -390 13F-HR Timeline Carnegie Investment Counsel More: the full row for Carnegie Investment Counsel 8,316 $475K 0.01% -1,500 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 8,291 $473K 0.01% +422 13F-HR Timeline Stablepoint Partners, LLC More: the full row for Stablepoint Partners, LLC 8,283 $473K 0.07% 0 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 8,273 $472K 0.03% +143 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 8,424 $471K 0.03% +572 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 8,237 $470K <0.01% -2,530 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 8,229 $470K 0.01% +1,951 13F-HR Timeline Newman Dignan & Sheerar, Inc. More: the full row for Newman Dignan & Sheerar, Inc. 8,100 $462K 0.1% 0 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 8,000 $457K 0.01% 0 13F-HR Timeline MATRIX PRIVATE CAPITAL GROUP LLC More: the full row for MATRIX PRIVATE CAPITAL GROUP LLC 8,000 $457K 0.22% 0 13F-HR Timeline Quantum Financial Planning Services, In… More: the full row for Quantum Financial Planning Services, Inc. 8,000 $457K 0.16% 0 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 7,931 $453K 0.01% +1,194 13F-HR Timeline WESTCO ADVISORY SERVICES INC /ADV More: the full row for WESTCO ADVISORY SERVICES INC /ADV 7,915 $452K 0.29% +770 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 8,287 $451K 0.01% new 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 7,894 $451K <0.01% -655 13F-HR Timeline Group Belfer Management LLC More: the full row for Belfer Management LLC 7,829 $447K 7.47% -20 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Maia Wealth LLC More: the full row for Maia Wealth LLC 7,810 $446K 0.08% +143 13F-HR Timeline FIDUCIARY FINANCIAL GROUP, LLC More: the full row for FIDUCIARY FINANCIAL GROUP, LLC 7,785 $444K 0.06% -300 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 7,748 $442K 0.03% 0 13F-HR Timeline Group Pine Valley Investments Ltd Liability Co More: the full row for Pine Valley Investments Ltd Liability Co 7,704 $440K 0.02% +18 13F-HR Timeline Compass Financial Group, INC/SD More: the full row for Compass Financial Group, INC/SD 7,649 $437K 0.06% new 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 7,489 $432K 0.01% -100 13F-HR Timeline Group NATIONAL BANK OF CANADA /FI/ in group NATIONAL BANK OF CANADA /FI/ More: the full row for NATIONAL BANK OF CANADA /FI/ 7,500 $428K <0.01% 0 13F-HR Timeline Group Glenview Trust Co More: the full row for Glenview Trust Co 7,500 $428K 0.01% +1,000 13F-HR Timeline Ulland Investment Advisors, LLC More: the full row for Ulland Investment Advisors, LLC 7,500 $428K 0.37% +2,500 13F-HR Timeline SANDERS MORRIS HARRIS LLC More: the full row for SANDERS MORRIS HARRIS LLC 7,484 $427K 0.07% +3,104 13F-HR Timeline Traynor Capital Management, Inc. More: the full row for Traynor Capital Management, Inc. 7,324 $422K 0.03% +55 13F-HR Timeline Lee Financial Co More: the full row for Lee Financial Co 7,372 $421K 0.06% 0 13F-HR Timeline Allegheny Financial Group More: the full row for Allegheny Financial Group 7,364 $420K 0.06% 0 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 7,346 $419K 0.01% +72 13F-HR Timeline Amplify Investments, LLC More: the full row for Amplify Investments, LLC 7,327 $418K 7.5% 0 13F-HR Timeline Arista Wealth Management, LLC More: the full row for Arista Wealth Management, LLC 7,306 $417K 0.05% 0 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 7,285 $416K 0.01% -1,457 13F-HR Timeline Group Intrua Financial, LLC More: the full row for Intrua Financial, LLC 7,149 $408K 0.04% +79 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 7,126 $407K 0.04% -150 13F-HR Timeline HANCOCK WHITNEY CORP More: the full row for HANCOCK WHITNEY CORP 7,038 $402K 0.01% -1,950 13F-HR Timeline Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 7,168 $398K 0.03% +91 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 7,000 $390K 0.01% 0 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 6,799 $388K <0.01% -4,650 13F-HR Timeline ORBA Wealth Advisors, L.L.C. 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