CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 4,980 $619K <0.01% +773 13F-HR Timeline TWIN FOCUS CAPITAL PARTNERS, LLC More: the full row for TWIN FOCUS CAPITAL PARTNERS, LLC 4,950 $615K 0.07% 0 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 4,912 $610K 0.01% -664 13F-HR Timeline Group BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 4,902 $609K <0.01% +2,952 13F-HR Timeline Group Bauman Advisory Group, LLC More: the full row for Bauman Advisory Group, LLC 4,898 $608K 0.49% 13F-HR Timeline Accel Wealth Management More: the full row for Accel Wealth Management 4,819 $598K 0.16% +1,163 13F-HR Timeline Berger Financial Group, Inc More: the full row for Berger Financial Group, Inc 4,691 $583K 0.03% +1,596 13F-HR Timeline GM Advisory Group, LLC More: the full row for GM Advisory Group, LLC 4,671 $580K 0.02% new 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 3,795 $580K 0.01% +138 13F-HR Timeline High Net Worth Advisory Group LLC More: the full row for High Net Worth Advisory Group LLC 4,616 $573K 0.13% new 13F-HR Timeline Riggs Asset Managment Co. Inc. More: the full row for Riggs Asset Managment Co. Inc. 4,507 $560K 0.11% +168 13F-HR Timeline Nvest Financial, LLC More: the full row for Nvest Financial, LLC 4,451 $553K 0.23% new 13F-HR Timeline Tradition Wealth Management, LLC More: the full row for Tradition Wealth Management, LLC 4,327 $537K 0.04% +1,064 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 4,214 $523K 0.01% +1,027 13F-HR Timeline RM Financial Services, LLC More: the full row for RM Financial Services, LLC 4,207 $523K 0.46% 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 4,170 $518K 0.01% -649 13F-HR/A Timeline FWG Holdings, LLC More: the full row for FWG Holdings, LLC 3,469 $516K 0.2% +1,603 13F-HR/A Timeline Rubicon Advisors, GP More: the full row for Rubicon Advisors, GP 4,094 $508K 0.47% 13F-HR Timeline Gerber Kawasaki Wealth & Investment Man… More: the full row for Gerber Kawasaki Wealth & Investment Management 4,087 $508K 0.02% +1,471 13F-HR Timeline RDA Financial Network More: the full row for RDA Financial Network 4,079 $507K 0.12% new 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 4,073 $506K <0.01% +546 13F-HR Timeline Family Manage LLC More: the full row for Family Manage LLC 4,005 $497K 0.06% +2,338 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 3,983 $495K 0.03% -39 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 3,865 $480K 0.1% +541 13F-HR Timeline Caprock Group, LLC More: the full row for Caprock Group, LLC 3,797 $472K 0.01% +71 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 3,730 $463K 0.02% -16,224 13F-HR Timeline Anson Capital, Inc. More: the full row for Anson Capital, Inc. 3,700 $460K 0.33% -4,626 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 3,654 $454K 0.01% +1,309 13F-HR Timeline Group Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 3,648 $453K 0.01% +1,752 13F-HR Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 3,606 $448K 0.01% new 13F-HR Timeline Powell Investment Advisors, LLC More: the full row for Powell Investment Advisors, LLC 3,606 $448K 0.15% +309 13F-HR Timeline USAdvisors Wealth Management, LLC More: the full row for USAdvisors Wealth Management, LLC 3,584 $445K 0.15% new 13F-HR Timeline Tower Wealth Partners, Inc. More: the full row for Tower Wealth Partners, Inc. 3,559 $442K 0.24% new 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 3,466 $430K <0.01% new 13F-HR Timeline Group Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 3,379 $420K <0.01% +311 13F-HR/A Timeline Group MARK SHEPTOFF FINANCIAL PLANNING, LLC More: the full row for MARK SHEPTOFF FINANCIAL PLANNING, LLC 3,350 $416K 0.2% 0 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 3,337 $414K <0.01% +242 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 3,305 $410K <0.01% +2,959 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 3,301 $410K 0.02% +231 13F-HR Timeline WEALTHSPAN PARTNERS, LLC More: the full row for WEALTHSPAN PARTNERS, LLC 3,235 $402K 0.15% +496 13F-HR Timeline Collaborative Wealth Managment Inc. More: the full row for Collaborative Wealth Managment Inc. 3,213 $399K 0.14% +68 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 2,830 $395K 0.04% 0 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 3,085 $383K 0.01% +632 13F-HR Timeline Lionsbridge Wealth Management LLC More: the full row for Lionsbridge Wealth Management LLC 3,021 $375K 0.38% -3 13F-HR Timeline Dana Investment Advisors, Inc. More: the full row for Dana Investment Advisors, Inc. 3,005 $373K 0.01% +33 13F-HR Timeline Navis Wealth Advisors, LLC More: the full row for Navis Wealth Advisors, LLC 3,000 $373K 0.16% 0 13F-HR Timeline Ignite Planners, LLC More: the full row for Ignite Planners, LLC 2,505 $372K 0.06% new 13F-HR Timeline STEPHEN J. GARRY & ASSOCIATES, LLC More: the full row for STEPHEN J. GARRY & ASSOCIATES, LLC 2,985 $371K 0.29% new 13F-HR Timeline SHEETS SMITH WEALTH MANAGEMENT More: the full row for SHEETS SMITH WEALTH MANAGEMENT 2,968 $369K 0.04% new 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 2,965 $368K 0.01% -344 13F-HR Timeline Pacific Sun Financial Corp More: the full row for Pacific Sun Financial Corp 2,960 $368K 0.18% new 13F-HR Timeline GREAT VALLEY ADVISOR GROUP, INC. in group GREAT VALLEY ADVISOR GROUP, I… More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 2,942 $365K 0.01% new 13F-HR Timeline Group AIRE ADVISORS, LLC More: the full row for AIRE ADVISORS, LLC 2,927 $363K 0.07% +1,432 13F-HR Timeline UNIQUE WEALTH, LLC More: the full row for UNIQUE WEALTH, LLC 2,921 $363K 0.05% +355 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 2,864 $356K 0.02% -1,754 13F-HR Timeline Town Capital LLC More: the full row for Town Capital LLC 2,814 $349K 0.29% 13F-HR Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 2,810 $349K 0.04% +865 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 2,800 $348K <0.01% +2,345 13F-HR Timeline KRAEMATON INVESTMENT ADVISORS, INC More: the full row for KRAEMATON INVESTMENT ADVISORS, INC 2,787 $346K 0.28% +837 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 2,783 $346K 0.02% -2,536 13F-HR Timeline Finivi Inc. More: the full row for Finivi Inc. 2,756 $342K 0.2% +521 13F-HR Timeline GROUP ONE TRADING LLC More: the full row for GROUP ONE TRADING LLC 2,679 $333K 0.01% -684 13F-HR Timeline Entelevest, LLC More: the full row for Entelevest, LLC 2,605 $323K 0.34% 13F-HR Timeline Frederick Financial Consultants, LLC More: the full row for Frederick Financial Consultants, LLC 2,561 $318K 0.17% -34 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 2,532 $315K <0.01% +541 13F-HR Timeline SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 2,520 $313K 0.02% -192 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 2,499 $310K <0.01% -1,321 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 2,422 $301K 0.02% +665 13F-HR Timeline Rothschild Wealth LLC More: the full row for Rothschild Wealth LLC 2,388 $297K 0.03% -861 13F-HR/A Timeline Richmond Investment Services, LLC More: the full row for Richmond Investment Services, LLC 2,378 $295K 0.05% +310 13F-HR Timeline Clark Capital Management Group, Inc. More: the full row for Clark Capital Management Group, Inc. 2,377 $295K <0.01% new 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 2,372 $295K 0.01% new 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 2,061 $294K 0.01% +715 13F-HR Timeline Point72 Asset Management, L.P. in group Point72 Asset Management, L.P. More: the full row for Point72 Asset Management, L.P. 2,335 $290K <0.01% new 13F-HR Timeline Group Almanack Investment Partners, LLC. More: the full row for Almanack Investment Partners, LLC. 2,334 $290K 0.05% +450 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 2,321 $288K 0.01% +539 13F-HR Timeline Traynor Capital Management, Inc. More: the full row for Traynor Capital Management, Inc. 2,291 $285K 0.02% new 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 2,269 $282K 0.01% +521 13F-HR Timeline Lifeworks Advisors, LLC More: the full row for Lifeworks Advisors, LLC 2,247 $279K 0.04% new 13F-HR Timeline Castle Rock Wealth Management, LLC More: the full row for Castle Rock Wealth Management, LLC 1,854 $275K 0.06% +135 13F-HR Timeline FLORIDA FINANCIAL ADVISORS, LLC More: the full row for FLORIDA FINANCIAL ADVISORS, LLC 2,206 $274K 0.07% +534 13F-HR Timeline Greenbush Financial Group, LLC More: the full row for Greenbush Financial Group, LLC 2,203 $274K 0.09% new 13F-HR Timeline Freestone Capital Holdings, LLC in group Freestone Capital Holdings, L… More: the full row for Freestone Capital Holdings, LLC 2,201 $273K 0.01% new 13F-HR Timeline Group Compagnie Lombard Odier SCmA More: the full row for Compagnie Lombard Odier SCmA 2,200 $273K <0.01% 0 13F-HR Timeline Onyx Bridge Wealth Group LLC More: the full row for Onyx Bridge Wealth Group LLC 2,162 $268K 0.03% new 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 2,160 $268K <0.01% +478 13F-HR Timeline Wealth Management Associates, Inc. More: the full row for Wealth Management Associates, Inc. 2,105 $261K 0.09% +65 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 2,093 $260K 0.03% new 13F-HR Timeline ROMAN BUTLER FULLERTON & CO More: the full row for ROMAN BUTLER FULLERTON & CO 1,693 $259K 0.07% new 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 2,064 $256K <0.01% +9 13F-HR Timeline Claris Financial LLC More: the full row for Claris Financial LLC 2,052 $255K 0.14% new 13F-HR Timeline Spinnaker Investment Group, LLC More: the full row for Spinnaker Investment Group, LLC 2,050 $255K 0.05% +339 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 2,043 $254K 0.02% +312 13F-HR Timeline Ironwood Financial, llc More: the full row for Ironwood Financial, llc 1,770 $253K 0.04% new 13F-HR Timeline Edge Wealth Management LLC More: the full row for Edge Wealth Management LLC 2,031 $252K 0.04% 0 13F-HR Timeline Henrickson Nauta Wealth Advisors, Inc. More: the full row for Henrickson Nauta Wealth Advisors, Inc. 1,814 $252K 0.04% new 13F-HR Timeline Global Assets Advisory, LLC More: the full row for Global Assets Advisory, LLC 2,012 $250K 0.07% +58 13F-HR Timeline CALTON & ASSOCIATES, INC. More: the full row for CALTON & ASSOCIATES, INC. 2,000 $248K 0.04% new 13F-HR Timeline Athena Investment Management More: the full row for Athena Investment Management 2,000 $248K 0.13% 0 13F-HR Timeline FIDUCIARY FINANCIAL GROUP, LLC More: the full row for FIDUCIARY FINANCIAL GROUP, LLC 1,993 $248K 0.03% -641 13F-HR Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 1,993 $248K <0.01% +203 13F-HR Timeline Group INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 1,989 $247K 0.01% +370 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 1,982 $247K <0.01% +364 13F-HR Timeline Hamilton Wealth, LLC More: the full row for Hamilton Wealth, LLC 1,983 $246K 0.05% +255 13F-HR/A Timeline FLAGSTAR SECURITIES, INC in group FLAGSTAR SECURITIES, INC More: the full row for FLAGSTAR SECURITIES, INC 1,979 $246K 0.08% +105 13F-HR Timeline Group IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 1,953 $243K <0.01% new 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 1,940 $241K <0.01% -2,081 13F-HR Timeline Group ADAMSBROWN WEALTH CONSULTANTS LLC More: the full row for ADAMSBROWN WEALTH CONSULTANTS LLC 1,928 $239K 0.07% new 13F-HR Timeline Provident Wealth Management, LLC More: the full row for Provident Wealth Management, LLC 1,920 $238K 0.07% 0 13F-HR Timeline Noble Wealth Management PBC More: the full row for Noble Wealth Management PBC 1,861 $231K 0.12% +11 13F-HR Timeline Pioneer Family Office, LLC More: the full row for Pioneer Family Office, LLC 1,860 $231K 0.16% 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 1,829 $227K 0.01% new 13F-HR Timeline Fusion Capital, LLC More: the full row for Fusion Capital, LLC 1,806 $224K 0.06% +44 13F-HR Timeline OneAscent Financial Services LLC in group OneAscent Financial Services … More: the full row for OneAscent Financial Services LLC 1,766 $219K 0.02% new 13F-HR Timeline Group Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 1,765 $219K 0.01% +172 13F-HR/A Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 1,753 $218K <0.01% new 13F-HR Timeline Group BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 1,740 $216K <0.01% -48 13F-HR Timeline Group TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 1,745 $216K <0.01% +1,455 13F-HR Timeline Vontobel Holding Ltd. in group Vontobel Holding Ltd. More: the full row for Vontobel Holding Ltd. 1,732 $215K <0.01% new 13F-HR Timeline Group Kiker Wealth Management, LLC More: the full row for Kiker Wealth Management, LLC 1,726 $214K 7.11% -74,671 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 1,722 $214K 0.07% +670 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 1,706 $212K <0.01% -85 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 1,706 $212K <0.01% +218 13F-HR Timeline AVALON CAPITAL MANAGEMENT More: the full row for AVALON CAPITAL MANAGEMENT 1,700 $211K 0.05% 0 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 1,683 $209K 0.01% new 13F-HR Timeline MMA ASSET MANAGEMENT LLC More: the full row for MMA ASSET MANAGEMENT LLC 1,679 $209K 0.07% -1,679 13F-HR Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 1,437 $208K 0.02% new 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 1,655 $206K <0.01% new 13F-HR Timeline Group Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 1,643 $204K <0.01% +22 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 1,619 $201K <0.01% 0 13F-HR Timeline Group Truepoint, Inc. More: the full row for Truepoint, Inc. 1,617 $201K <0.01% 0 13F-HR Timeline Price Capital Management, Inc. More: the full row for Price Capital Management, Inc. 1,500 $200K 1.46% -54,720 13F-HR Timeline MOTCO More: the full row for MOTCO 1,412 $175K 0.02% +1,365 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 1,313 $163K 0.01% +496 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 1,312 $163K <0.01% +25 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 1,242 $154K 0.01% +763 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 1,240 $154K <0.01% -104 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 1,236 $154K 0.01% +332 13F-HR Timeline Chung Wu Investment Group, LLC More: the full row for Chung Wu Investment Group, LLC 1,230 $153K 0.12% +330 13F-HR Timeline ADIRONDACK TRUST CO More: the full row for ADIRONDACK TRUST CO 1,192 $148K 0.05% +75 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/ 1,175 $146K <0.01% +145 13F-HR Timeline Group EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 1,159 $144K 0.01% +59 13F-HR Timeline Group Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 1,039 $129K 0.01% +39 13F-HR Timeline MILLER WEALTH ADVISORS, LLC More: the full row for MILLER WEALTH ADVISORS, LLC 900 $112K 0.04% 0 13F-HR/A Timeline Strengthening Families & Communities, L… More: the full row for Strengthening Families & Communities, LLC 883 $110K 0.04% +704 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 882 $109K <0.01% +406 13F-HR Timeline Winch Advisory Services, LLC More: the full row for Winch Advisory Services, LLC 747 $92.8K 0.02% new 13F-HR Timeline OPTIMA CAPITAL LLC More: the full row for OPTIMA CAPITAL LLC 740 $91.9K 0.04% new 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 733 $91.1K <0.01% +26 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 700 $86.9K 0.02% 0 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 676 $83.9K 0.03% +28 13F-HR Timeline FAS Wealth Partners, Inc. More: the full row for FAS Wealth Partners, Inc. 657 $81.6K 0.01% +14 13F-HR Timeline Financial Freedom, LLC More: the full row for Financial Freedom, LLC 609 $75.6K 0.04% +117 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 591 $73.4K <0.01% +411 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 533 $66.2K <0.01% +431 13F-HR Timeline Group Nova Wealth Management, Inc. More: the full row for Nova Wealth Management, Inc. 527 $65.5K 0.04% +117 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 527 $65.5K 0.04% new 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 522 $64.8K <0.01% +2 13F-HR Timeline Group Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 514 $63.9K <0.01% +164 13F-HR Timeline Group FMR LLC in group FMR LLC More: the full row for FMR LLC 504 $62.6K <0.01% +137 13F-HR Timeline Group Centennial Bank/AR/ in group Centennial Bank/AR/ More: the full row for Centennial Bank/AR/ 500 $62.1K 0.02% -700 13F-HR Timeline Group Brentview Investment Management LLC More: the full row for Brentview Investment Management LLC 500 $62.1K 0.03% 0 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 483 $60K 0.01% new 13F-HR Timeline EPG Wealth Management LLC More: the full row for EPG Wealth Management LLC 470 $58.3K 0.02% +12 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 459 $57K 0.01% new 13F-HR Timeline TUCKER ASSET MANAGEMENT LLC More: the full row for TUCKER ASSET MANAGEMENT LLC 382 $47.4K 0.01% +349 13F-HR Timeline FWL INVESTMENT MANAGEMENT, LLC More: the full row for FWL INVESTMENT MANAGEMENT, LLC 362 $45K 0.01% new 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 361 $44.8K <0.01% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Banque Cantonale Vaudoise in group Banque Cantonale Vaudoise More: the full row for Banque Cantonale Vaudoise 350 $43K <0.01% new 13F-HR Timeline Group Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 285 $42.4K <0.01% +265 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 340 $42.2K 0.01% 0 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 300 $37.3K 0.02% -300 13F-HR Timeline First PREMIER Bank More: the full row for First PREMIER Bank 300 $37K 0.01% new 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 285 $35.4K <0.01% new 13F-HR Timeline Nalls Sherbakoff Group, LLC More: the full row for Nalls Sherbakoff Group, LLC 281 $34.9K 0.03% +7 13F-HR Timeline Advantage Trust Co More: the full row for Advantage Trust Co 270 $33.5K 0.02% new 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 261 $32K <0.01% 0 13F-HR Timeline Cheviot Value Management, LLC More: the full row for Cheviot Value Management, LLC 184 $30.2K <0.01% -156 13F-HR Timeline Pandora Wealth, Inc. More: the full row for Pandora Wealth, Inc. 225 $27.9K 0.02% 0 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 225 $27K 0.01% +3 13F-HR Timeline VAN DEN BERG MANAGEMENT I, INC More: the full row for VAN DEN BERG MANAGEMENT I, INC 216 $26.8K 0.01% 0 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 200 $24.8K <0.01% 0 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 200 $24.8K 0.02% +175 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 187 $23.2K <0.01% +33 13F-HR Timeline IAG Wealth Partners, LLC More: the full row for IAG Wealth Partners, LLC 186 $23.1K <0.01% +73 13F-HR Timeline Meramec Financial Planners, LLC More: the full row for Meramec Financial Planners, LLC 153 $21.8K 0.01% 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 169 $21K 0.01% +4 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 163 $20.2K <0.01% +4 13F-HR Timeline Midwest Capital Advisors, LLC More: the full row for Midwest Capital Advisors, LLC 155 $19.2K 0.01% new 13F-HR Timeline Centerpoint Advisors, LLC More: the full row for Centerpoint Advisors, LLC 150 $19K 0.01% 0 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 145 $18K <0.01% 0 13F-HR Timeline WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 143 $17.8K <0.01% new 13F-HR Timeline Northwest Capital Management Inc More: the full row for Northwest Capital Management Inc 132 $16.4K 0.07% new 13F-HR Timeline Biltmore Family Office, LLC More: the full row for Biltmore Family Office, LLC 132 $16.4K <0.01% new 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 128 $15.9K <0.01% 0 13F-HR Timeline Vision Retirement, LLC More: the full row for Vision Retirement, LLC 127 $15.8K <0.01% 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 125 $15.5K <0.01% new 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 117 $14.5K <0.01% 0 13F-HR Timeline CX Institutional More: the full row for CX Institutional 113 $14K <0.01% new 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 106 $13.2K <0.01% 0 13F-HR Timeline Group