KEYNOTE FINANCIAL SERVICES LLC More: the full row for KEYNOTE FINANCIAL SERVICES LLC 34,885 $138K 0.11% -22,455 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 34,866 $138K <0.01% -10,883 13F-HR Timeline Coign Capital Advisors LLC More: the full row for Coign Capital Advisors LLC 34,695 $137K 0.13% 13F-HR Timeline AVANTAX ADVISORY SERVICES, INC. More: the full row for AVANTAX ADVISORY SERVICES, INC. 34,260 $135K <0.01% -11,537 13F-HR Timeline Engineers Gate Manager LP More: the full row for Engineers Gate Manager LP 32,943 $130K <0.01% +981 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 32,895 $130K <0.01% -11,453 13F-HR Timeline Utah Retirement Systems More: the full row for Utah Retirement Systems 32,679 $129K <0.01% 0 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 32,460 $128K 0.01% -6,908 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 31,385 $126K <0.01% -17,871 13F-HR Timeline Welch Group, LLC More: the full row for Welch Group, LLC 33,256 $124K 0.01% -6,469 13F-HR Timeline XPONANCE LLC More: the full row for XPONANCE LLC 31,108 $123K <0.01% -6,813 13F-HR Timeline NEUBERGER BERMAN GROUP LLC in group NEUBERGER BERMAN GROUP LLC More: the full row for NEUBERGER BERMAN GROUP LLC 30,282 $120K <0.01% -24,922 13F-HR Timeline Group Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 30,121 $119K <0.01% -1,642 13F-HR Timeline Fulcrum Capital LLC More: the full row for Fulcrum Capital LLC 30,000 $118K 0.02% +2,300 13F-HR Timeline SHELL ASSET MANAGEMENT CO More: the full row for SHELL ASSET MANAGEMENT CO 29,992 $118K 0.01% 0 13F-HR Timeline Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 29,275 $116K -5,051 Timeline IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 28,542 $113K <0.01% -31,463 13F-HR Timeline MetLife Investment Management, LLC in group MetLife Investment Management… More: the full row for MetLife Investment Management, LLC 28,056 $111K <0.01% -553 13F-HR Timeline Group Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 27,298 $108K <0.01% -4,694 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 27,276 $108K <0.01% -123 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 23,772 $107K 0.01% +15 13F-HR Timeline Norinchukin Bank, The in group Norinchukin Bank, The More: the full row for Norinchukin Bank, The 26,538 $105K <0.01% -636 13F-HR Timeline Group Southeast Asset Advisors, LLC More: the full row for Southeast Asset Advisors, LLC 26,432 $104K 0.01% +384 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 25,847 $104K <0.01% +1,072 13F-HR Timeline KBC Group NV in group KBC Group NV More: the full row for KBC Group NV 26,435 $104K <0.01% +7,639 13F-HR Timeline Group Summit Trail Advisors, LLC More: the full row for Summit Trail Advisors, LLC 25,561 $103K <0.01% -50 13F-HR Timeline BCO Wealth Management LLC More: the full row for BCO Wealth Management LLC 26,100 $103K 0.09% 13F-HR Timeline SCOTIA CAPITAL INC. More: the full row for SCOTIA CAPITAL INC. 25,925 $102K <0.01% -445 13F-HR Timeline Stablepoint Partners, LLC More: the full row for Stablepoint Partners, LLC 25,686 $101K 0.02% -19,827 13F-HR Timeline NOVEM GROUP More: the full row for NOVEM GROUP 25,548 $101K 0.02% 13F-HR Timeline Grant/GrossMendelsohn, LLC More: the full row for Grant/GrossMendelsohn, LLC 25,372 $100K 0.05% +4,686 13F-HR Timeline Corebridge Financial, Inc. in group Corebridge Financial, Inc. More: the full row for Corebridge Financial, Inc. 25,293 $99.9K <0.01% -2,705 13F-HR Timeline Group TrueMark Investments, LLC in group TrueMark Investments, LLC More: the full row for TrueMark Investments, LLC 24,985 $98.7K 0.03% -50,045 13F-HR Timeline Group Summit Financial, LLC More: the full row for Summit Financial, LLC 23,778 $95.8K <0.01% +656 13F-HR Timeline SHELTON CAPITAL MANAGEMENT More: the full row for SHELTON CAPITAL MANAGEMENT 23,434 $92.6K <0.01% -2,907 13F-HR Timeline Ellevest, Inc. More: the full row for Ellevest, Inc. 22,984 $90.8K 0.01% +709 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 22,877 $90.4K <0.01% -5,272 13F-HR/A Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 22,831 $90.2K <0.01% -1,422 13F-HR Timeline LEE DANNER & BASS INC More: the full row for LEE DANNER & BASS INC 22,640 $89.4K 0.01% 0 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 22,485 $88.8K <0.01% -17,715 13F-HR Timeline SAGE RHINO CAPITAL LLC More: the full row for SAGE RHINO CAPITAL LLC 22,299 $88.1K 0.02% -10,158 13F-HR Timeline FIFTH THIRD BANK, NATIONAL ASSOCIATION group of 2 filers holding More: the full row for FIFTH THIRD BANK, NATIONAL ASSOCIATION 22,044 $87.1K -142 Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 22,037 $87K <0.01% -3,583 13F-HR Timeline PROFUND ADVISORS LLC More: the full row for PROFUND ADVISORS LLC 21,737 $85.9K <0.01% +3,998 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 21,530 $85K <0.01% +126 13F-HR Timeline Caprock Group, LLC More: the full row for Caprock Group, LLC 20,737 $83.6K <0.01% new 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 20,483 $81K <0.01% -2,704 13F-HR Timeline FIL Ltd in group FIL Ltd More: the full row for FIL Ltd 20,443 $80.8K <0.01% -2,231 13F-HR Timeline Group Cannon Financial Strategists, Inc. More: the full row for Cannon Financial Strategists, Inc. 20,000 $79K 0.01% new 13F-HR Timeline Sage Capital Advisors,llc More: the full row for Sage Capital Advisors,llc 19,400 $76.6K 0.02% new 13F-HR Timeline QRG CAPITAL MANAGEMENT, INC. More: the full row for QRG CAPITAL MANAGEMENT, INC. 19,354 $76.4K <0.01% -28,245 13F-HR Timeline Hoxton Planning & Management, LLC More: the full row for Hoxton Planning & Management, LLC 18,991 $75K 0.03% -12,435 13F-HR Timeline FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 18,789 $74.2K <0.01% -1,588 13F-HR Timeline Group BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 17,600 $72.4K <0.01% -18,500 13F-HR Timeline Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 18,148 $71.7K 0.01% +7,070 13F-HR Timeline Prosperity Financial Group, Inc. in group Prosperity Financial Group, I… More: the full row for Prosperity Financial Group, Inc. 18,144 $71.7K 0.04% -2,364 13F-HR Timeline Group Kendall Capital Management More: the full row for Kendall Capital Management 18,075 $71.4K 0.02% -1,300 13F-HR Timeline Beacon Financial Advisory LLC More: the full row for Beacon Financial Advisory LLC 17,810 $70.3K 0.02% -903 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 17,606 $69.5K <0.01% +3,294 13F-HR Timeline Group Laird Norton Wetherby Wealth Management… More: the full row for Laird Norton Wetherby Wealth Management, LLC 17,601 $69.5K <0.01% -6,902 13F-HR Timeline Teamwork Financial Advisors, LLC More: the full row for Teamwork Financial Advisors, LLC 17,417 $68.8K 0.01% -3,863 13F-HR Timeline Accel Wealth Management More: the full row for Accel Wealth Management 17,104 $67.6K 0.03% +78 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 17,039 $67.3K 0.01% +6,086 13F-HR Timeline Three Magnolias Financial Advisors, LLC More: the full row for Three Magnolias Financial Advisors, LLC 17,000 $67.2K 0.07% 13F-HR Timeline Anfield Capital Management, LLC in group Anfield Capital Management, L… More: the full row for Anfield Capital Management, LLC 16,974 $67K 0.02% 0 13F-HR Timeline Group Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 16,897 $66.7K 0.01% +1,267 13F-HR Timeline CAXTON ASSOCIATES LP More: the full row for CAXTON ASSOCIATES LP 16,843 $66.5K <0.01% -461,019 13F-HR Timeline Bayesian Capital Management, LP More: the full row for Bayesian Capital Management, LP 16,800 $66.4K 0.01% new 13F-HR Timeline COMMONS CAPITAL, LLC More: the full row for COMMONS CAPITAL, LLC 16,783 $66.3K 0.06% -534 13F-HR Timeline Empowered Funds, LLC More: the full row for Empowered Funds, LLC 16,508 $65.2K <0.01% +968 13F-HR Timeline Lavaca Capital LLC More: the full row for Lavaca Capital LLC 16,255 $64.2K 0.03% 0 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 16,083 $64K <0.01% -3,912 13F-HR Timeline Group SCHNIEDERS CAPITAL MANAGEMENT LLC More: the full row for SCHNIEDERS CAPITAL MANAGEMENT LLC 16,200 $64K 0.01% -2,000 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 16,103 $63.6K <0.01% +5,192 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 16,036 $63.3K 0.01% -954 13F-HR Timeline OneAscent Family Office, LLC in group OneAscent Financial Services … More: the full row for OneAscent Family Office, LLC 16,061 $63K 0.11% 13F-HR Timeline Group Indie Asset Partners, LLC More: the full row for Indie Asset Partners, LLC 15,384 $60.8K 0.05% +2,204 13F-HR Timeline PANAGORA ASSET MANAGEMENT INC More: the full row for PANAGORA ASSET MANAGEMENT INC 15,360 $60.7K <0.01% 0 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 15,309 $60.5K 0.01% +2,479 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 15,302 $60.4K <0.01% -346 13F-HR Timeline Moloney Securities Asset Management, LLC More: the full row for Moloney Securities Asset Management, LLC 15,131 $59.8K 0.01% +42 13F-HR Timeline Mirae Asset Global Investments Co., Ltd. group of 2 filers holding More: the full row for Mirae Asset Global Investments Co., Ltd. 15,962 $59.5K -2,073,583 Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 14,640 $57.8K 0.01% +1,338 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 14,616 $57.7K <0.01% -11,435 13F-HR Timeline FORBES J M & CO LLP More: the full row for FORBES J M & CO LLP 14,444 $57.1K 0.01% new 13F-HR Timeline GREENLEAF TRUST More: the full row for GREENLEAF TRUST 14,306 $56.5K <0.01% -3,339 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 14,268 $56.4K 0.01% +93 13F-HR/A Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 11,864 $56.4K <0.01% -1,932 13F-HR Timeline MAINSAIL ASSET MANAGEMENT, LLC More: the full row for MAINSAIL ASSET MANAGEMENT, LLC 14,156 $55.9K 0.04% +50 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 14,030 $55.4K 0.05% 13F-HR/A Timeline CFO4Life Group, LLC More: the full row for CFO4Life Group, LLC 13,981 $55.2K 0.01% -50 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 13,960 $55.1K <0.01% -14,235 13F-HR Timeline IFC Advisors LLC More: the full row for IFC Advisors LLC 13,847 $54.7K 0.01% 13F-HR Timeline Demars Financial Group, LLC More: the full row for Demars Financial Group, LLC 215,923 $54.7K 7.89% +188,757 13F-HR Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 13,730 $54.2K 0.01% -30,642 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 13,695 $54.1K <0.01% new 13F-HR Timeline Broyhill Asset Management, LLC More: the full row for Broyhill Asset Management, LLC 13,364 $52.8K 0.05% 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 13,218 $52.2K 0.01% -9,800 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 13,194 $52.1K <0.01% -1,000 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 13,193 $52.1K <0.01% 0 13F-HR Timeline Group Carnegie Lake Advisors LLC More: the full row for Carnegie Lake Advisors LLC 13,250 $52K 0.02% -24,685 13F-HR Timeline Pacific Sun Financial Corp More: the full row for Pacific Sun Financial Corp 13,149 $51.9K 0.03% -3,875 13F-HR Timeline SAXON INTERESTS, INC. More: the full row for SAXON INTERESTS, INC. 13,040 $51.5K 0.02% 0 13F-HR Timeline Bison Wealth, LLC More: the full row for Bison Wealth, LLC 12,800 $50.6K 0.01% 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 12,627 $50.3K <0.01% +1,000 13F-HR/A Timeline Group Dynamic Technology Lab Private Ltd More: the full row for Dynamic Technology Lab Private Ltd 12,626 $50K 0.01% -398 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 12,582 $49.7K 0.01% -8,781 13F-HR Timeline DRW Securities, LLC More: the full row for DRW Securities, LLC 12,453 $49.2K <0.01% new 13F-HR Timeline Crossmark Global Holdings, Inc. More: the full row for Crossmark Global Holdings, Inc. 12,413 $49K <0.01% -70 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 12,201 $48.2K <0.01% +127 13F-HR Timeline RiverFront Investment Group, LLC More: the full row for RiverFront Investment Group, LLC 12,192 $48.2K <0.01% new 13F-HR Timeline COLLECTIVE FAMILY OFFICE LLC More: the full row for COLLECTIVE FAMILY OFFICE LLC 12,000 $47.4K 0.01% -6,000 13F-HR Timeline ProShare Advisors LLC More: the full row for ProShare Advisors LLC 11,851 $46.8K <0.01% +56 13F-HR Timeline Anson Capital, Inc. More: the full row for Anson Capital, Inc. 11,693 $46.2K 0.04% 0 13F-HR Timeline Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 11,487 $45.4K <0.01% -14,389 13F-HR Timeline Group HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 11,369 $44.9K <0.01% -250 13F-HR Timeline DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 11,232 $44.4K <0.01% -14,337 13F-HR Timeline Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 11,149 $44K <0.01% new 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/ 11,148 $44K <0.01% -1,806 13F-HR Timeline Group CIDEL ASSET MANAGEMENT INC More: the full row for CIDEL ASSET MANAGEMENT INC 10,771 $42.5K <0.01% 0 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 10,745 $42.4K <0.01% new 13F-HR Timeline ZACKS INVESTMENT MANAGEMENT More: the full row for ZACKS INVESTMENT MANAGEMENT 10,573 $41.8K <0.01% -7,134 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 10,475 $41.4K <0.01% -442 13F-HR Timeline NORGES BANK More: the full row for NORGES BANK 10,447 $41.3K <0.01% 0 13F-HR Timeline GF FUND MANAGEMENT CO. LTD. More: the full row for GF FUND MANAGEMENT CO. LTD. 10,361 $40.9K <0.01% 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 10,316 $40.7K <0.01% -3,166 13F-HR Timeline Group RPG Investment Advisory, LLC More: the full row for RPG Investment Advisory, LLC 10,300 $40.7K 0.01% 0 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 10,275 $40.6K 0.01% 0 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 10,249 $40.5K <0.01% -1,266 13F-HR Timeline Orion Portfolio Solutions, LLC More: the full row for Orion Portfolio Solutions, LLC 10,249 $40.5K <0.01% -1,266 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 10,207 $40.3K <0.01% new 13F-HR Timeline GUGGENHEIM CAPITAL LLC in group GUGGENHEIM CAPITAL LLC More: the full row for GUGGENHEIM CAPITAL LLC 10,104 $39.9K <0.01% -29,772 13F-HR Timeline Group EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 10,079 $39.8K <0.01% +1,981 13F-HR Timeline Group SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 10,654 $39.6K <0.01% new 13F-HR Timeline SYNOVUS FINANCIAL CORP More: the full row for SYNOVUS FINANCIAL CORP 10,000 $39.5K <0.01% 0 13F-HR Timeline RS CRUM INC. More: the full row for RS CRUM INC. 10,000 $39.5K 0.01% new 13F-HR Timeline VERUS CAPITAL PARTNERS, LLC More: the full row for VERUS CAPITAL PARTNERS, LLC 10,000 $39.5K <0.01% new 13F-HR/A Timeline Iron Horse Wealth Management, LLC More: the full row for Iron Horse Wealth Management, LLC 10,000 $39.5K 0.01% +1,500 13F-HR Timeline ATTICUS WEALTH MANAGEMENT, LLC More: the full row for ATTICUS WEALTH MANAGEMENT, LLC 9,905 $39.1K 0.01% -3,548 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 9,250 $36.5K <0.01% +53 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 7,833 $30.9K <0.01% -2,496 13F-HR Timeline TUCKER ASSET MANAGEMENT LLC More: the full row for TUCKER ASSET MANAGEMENT LLC 7,060 $27.9K <0.01% -47 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 6,082 $26.4K <0.01% +4,241 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 6,600 $26.1K <0.01% -999 13F-HR/A Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 6,165 $24.4K <0.01% new 13F-HR Timeline Group Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 6,030 $23.8K <0.01% 0 13F-HR Timeline OPTIMUM INVESTMENT ADVISORS More: the full row for OPTIMUM INVESTMENT ADVISORS 6,000 $23.7K 0.01% 0 13F-HR Timeline Aster Capital Management (DIFC) Ltd More: the full row for Aster Capital Management (DIFC) Ltd 5,752 $22.7K 0.01% +5,751 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 5,500 $21.7K <0.01% -3,500 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 5,269 $20.8K <0.01% -833 13F-HR Timeline Future Financial Wealth Managment LLC More: the full row for Future Financial Wealth Managment LLC 5,000 $19.8K 0.01% 0 13F-HR Timeline Coppell Advisory Solutions LLC More: the full row for Coppell Advisory Solutions LLC 5,254 $19.5K <0.01% +11 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 4,793 $18.9K <0.01% -547 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 4,341 $16.1K <0.01% -121 13F-HR Timeline THOMPSON INVESTMENT MANAGEMENT, INC. More: the full row for THOMPSON INVESTMENT MANAGEMENT, INC. 4,000 $15.8K <0.01% 0 13F-HR Timeline IAG Wealth Partners, LLC More: the full row for IAG Wealth Partners, LLC 3,925 $15.5K <0.01% +61 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 3,744 $14.8K <0.01% -1,462 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 3,696 $14.6K <0.01% -483 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 3,692 $14.6K 0.01% +55 13F-HR Timeline Lindbrook Capital, LLC More: the full row for Lindbrook Capital, LLC 3,509 $13.9K <0.01% -3,925 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 3,324 $13.1K <0.01% +2 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 3,235 $12.8K <0.01% -1,531 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 3,153 $12.5K <0.01% +324 13F-HR Timeline Group Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 3,120 $12.3K <0.01% -4,160 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 3,050 $12K <0.01% +1,500 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 3,000 $11.8K <0.01% 0 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 2,568 $10.1K <0.01% new 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 2,475 $9.78K <0.01% 0 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 2,000 $9.38K <0.01% 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 2,350 $9.28K <0.01% 0 13F-HR Timeline Park Square Financial Group, LLC More: the full row for Park Square Financial Group, LLC 2,296 $9.07K 0.01% 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 2,199 $9K <0.01% -1,314 13F-HR Timeline Transce3nd, LLC More: the full row for Transce3nd, LLC 2,137 $8.44K <0.01% 13F-HR Timeline Community Bank, N.A. More: the full row for Community Bank, N.A. 2,000 $7.9K <0.01% new 13F-HR Timeline Founders Capital Management More: the full row for Founders Capital Management 2,000 $7.9K 0.01% 0 13F-HR Timeline ST GERMAIN D J CO INC in group ST GERMAIN D J CO INC More: the full row for ST GERMAIN D J CO INC 1,847 $7.3K <0.01% +447 13F-HR Timeline Group BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 1,854 $7K <0.01% +861 13F-HR Timeline Group Covestor Ltd More: the full row for Covestor Ltd 1,743 $7K <0.01% +11 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 1,566 $6.19K <0.01% +1,153 13F-HR Timeline LORING WOLCOTT & COOLIDGE FIDUCIARY ADV… More: the full row for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 1,300 $6.04K <0.01% 0 13F-HR Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 1,500 $5.92K <0.01% 0 13F-HR Timeline Group HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 1,350 $5.33K <0.01% 0 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 1,350 $5.33K <0.01% 0 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 1,330 $5.25K <0.01% +1,080 13F-HR Timeline Perkins Coie Trust Co More: the full row for Perkins Coie Trust Co 1,218 $4.81K <0.01% new 13F-HR Timeline Sanctuary Wealth Management, L.L.C. More: the full row for Sanctuary Wealth Management, L.L.C. 1,178 $4.65K <0.01% +928 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. 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