Strategic Advocates LLC More: the full row for Strategic Advocates LLC 4,732 $234K 0.08% +459 13F-HR Timeline Cove Private Wealth, LLC More: the full row for Cove Private Wealth, LLC 4,731 $234K 0.12% new 13F-HR Timeline Daiichi Life Insurance Co., Ltd. in group Daiichi Life Insurance Co., L… More: the full row for Daiichi Life Insurance Co., Ltd. 4,664 $230K 0.01% 0 13F-HR Timeline Group NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 4,603 $228K 0.01% -658 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 4,610 $228K 0.05% +2,037 13F-HR Timeline V-Square Quantitative Management LLC More: the full row for V-Square Quantitative Management LLC 4,603 $227K 0.03% +10 13F-HR Timeline RD Lewis Holdings, Inc. More: the full row for RD Lewis Holdings, Inc. 5,579 $227K 0.26% -30 13F-HR Timeline Trivium Point Advisory, LLC More: the full row for Trivium Point Advisory, LLC 4,590 $227K 0.03% new 13F-HR Timeline GSA CAPITAL PARTNERS LLP More: the full row for GSA CAPITAL PARTNERS LLP 4,553 $225K 0.02% new 13F-HR Timeline SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 4,556 $225K 0.01% -442 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 5,589 $225K 0.01% +62 13F-HR Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 4,541 $224K <0.01% new 13F-HR Timeline Group CapWealth Advisors, LLC More: the full row for CapWealth Advisors, LLC 4,505 $222K 0.02% 0 13F-HR Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 4,503 $222K 0.02% -490 13F-HR Timeline Traynor Capital Management, Inc. More: the full row for Traynor Capital Management, Inc. 4,495 $222K 0.02% +24 13F-HR Timeline Pavion Blue Capital, LLC More: the full row for Pavion Blue Capital, LLC 4,469 $221K 0.11% 0 13F-HR Timeline Old North State Wealth Management, LLC More: the full row for Old North State Wealth Management, LLC 4,460 $220K 0.12% new 13F-HR Timeline Weinberger Asset Management, Inc More: the full row for Weinberger Asset Management, Inc 4,432 $219K 0.09% -470 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 4,428 $219K 0.03% new 13F-HR Timeline SHELTON CAPITAL MANAGEMENT More: the full row for SHELTON CAPITAL MANAGEMENT 4,419 $218K 0.01% -183 13F-HR Timeline COURIER CAPITAL LLC More: the full row for COURIER CAPITAL LLC 4,398 $217K 0.01% new 13F-HR Timeline LANDAAS & CO /WI /ADV More: the full row for LANDAAS & CO /WI /ADV 4,400 $217K 0.06% 0 13F-HR Timeline EARNEST PARTNERS LLC More: the full row for EARNEST PARTNERS LLC 4,381 $216K <0.01% -786 13F-HR Timeline BTG Pactual Asset Management US LLC in group BTG Pactual Asset Management … More: the full row for BTG Pactual Asset Management US LLC 4,381 $216K 0.03% -21,228 13F-HR Timeline Group Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 4,376 $216K 0.03% +816 13F-HR Timeline LAKE STREET PRIVATE WEALTH, LLC More: the full row for LAKE STREET PRIVATE WEALTH, LLC 4,376 $216K 0.04% -2,199 13F-HR Timeline Siemens Fonds Invest GmbH More: the full row for Siemens Fonds Invest GmbH 4,366 $216K 0.01% -10,076 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 4,348 $215K 0.01% new 13F-HR/A Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 4,378 $214K 0.02% +542 13F-HR Timeline Vinva Investment Management Ltd More: the full row for Vinva Investment Management Ltd 4,358 $213K 0.01% -13,277 13F-HR Timeline Family Manage LLC More: the full row for Family Manage LLC 4,297 $212K 0.04% 0 13F-HR Timeline ACORN FINANCIAL ADVISORY SERVICES INC /… More: the full row for ACORN FINANCIAL ADVISORY SERVICES INC /ADV 4,288 $212K 0.04% 0 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 4,283 $211K <0.01% -736 13F-HR Timeline Barden Capital Management, Inc. More: the full row for Barden Capital Management, Inc. 4,283 $211K 0.19% +40 13F-HR Timeline LORING WOLCOTT & COOLIDGE FIDUCIARY ADV… More: the full row for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 5,300 $211K <0.01% -40 13F-HR Timeline Copperwynd Financial, LLC More: the full row for Copperwynd Financial, LLC 4,233 $209K 0.06% new 13F-HR Timeline Encompass More Asset Management More: the full row for Encompass More Asset Management 4,228 $209K 0.06% new 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 4,206 $208K 0.01% new 13F-HR Timeline FSM Wealth Advisors, LLC More: the full row for FSM Wealth Advisors, LLC 4,178 $206K 0.05% +106 13F-HR Timeline Heritage Wealth Management, Inc. More: the full row for Heritage Wealth Management, Inc. 4,150 $205K 0.07% -1,518 13F-HR Timeline Keudell/Morrison Wealth Management More: the full row for Keudell/Morrison Wealth Management 4,144 $205K 0.05% -671 13F-HR Timeline Peirce Capital Management, LLC More: the full row for Peirce Capital Management, LLC 4,143 $204K 0.1% -53 13F-HR Timeline Carnegie Lake Advisors LLC More: the full row for Carnegie Lake Advisors LLC 4,125 $204K 0.08% 0 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 4,128 $204K 0.02% new 13F-HR Timeline WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 4,108 $204K 0.03% +424 13F-HR Timeline Legacy Capital Wealth Partners, LLC More: the full row for Legacy Capital Wealth Partners, LLC 4,120 $203K 0.05% -1,000 13F-HR Timeline BIP Wealth, LLC More: the full row for BIP Wealth, LLC 4,090 $202K 0.01% -50 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 4,032 $199K <0.01% -416 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 3,629 $179K 0.02% +3,626 13F-HR Timeline CKW FINANCIAL GROUP More: the full row for CKW FINANCIAL GROUP 3,605 $177K 0.02% -3,568 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 3,494 $172K 0.02% -224 13F-HR Timeline Marathon Trading Investment Management … in group Marathon Trading Investment M… More: the full row for Marathon Trading Investment Management LLC 3,471 $171K 0.09% -2,249 13F-HR Timeline Group CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 3,402 $168K 0.01% +974 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 3,319 $164K <0.01% +690 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 3,305 $163K 0.03% 0 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 3,234 $160K 0.04% -2,026 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 3,063 $152K 0.02% +942 13F-HR Timeline Group FEDERATED HERMES, INC. in group FEDERATED HERMES, INC. More: the full row for FEDERATED HERMES, INC. 3,012 $149K <0.01% +477 13F-HR Timeline Group Peoples Bank/KS More: the full row for Peoples Bank/KS 3,000 $148K 0.1% -1,648 13F-HR Timeline Sava Infond d.o.o. More: the full row for Sava Infond d.o.o. 3,000 $148K 0.03% -1,000 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 2,922 $144K 0.01% -769 13F-HR Timeline Opal Wealth Advisors, LLC More: the full row for Opal Wealth Advisors, LLC 2,895 $143K 0.04% new 13F-HR Timeline Citizens National Bank Trust Department More: the full row for Citizens National Bank Trust Department 2,787 $138K 0.03% 0 13F-HR Timeline Quintet Private Bank (Europe) S.A. More: the full row for Quintet Private Bank (Europe) S.A. 2,750 $136K 0.01% 0 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 2,710 $134K 0.02% +9 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 2,661 $131K 0.02% -1,555 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Addison Advisors LLC More: the full row for Addison Advisors LLC 2,660 $131K 0.04% +1,670 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 2,607 $129K 0.01% 0 13F-HR Timeline Evelyn Partners Group Ltd group of 3 filers holding More: the full row for Evelyn Partners Group Ltd 2,583 $127K -630 Timeline Investors Research Corp More: the full row for Investors Research Corp 2,552 $126K 0.03% 0 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 2,544 $126K 0.01% +2 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 2,402 $119K <0.01% 0 13F-HR Timeline PEOPLES FINANCIAL SERVICES CORP. More: the full row for PEOPLES FINANCIAL SERVICES CORP. 2,396 $118K 0.06% +100 13F-HR Timeline Beacon Capital Management, LLC More: the full row for Beacon Capital Management, LLC 2,376 $117K 0.02% +106 13F-HR Timeline William B. Walkup & Associates, Inc. More: the full row for William B. Walkup & Associates, Inc. 2,335 $115K 0.07% +127 13F-HR Timeline JAG CAPITAL MANAGEMENT, LLC More: the full row for JAG CAPITAL MANAGEMENT, LLC 2,310 $114K 0.02% new 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 2,272 $113K 0.07% 0 13F-HR Timeline Creekmur Asset Management LLC More: the full row for Creekmur Asset Management LLC 2,228 $110K 0.02% -131 13F-HR Timeline DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 2,195 $108K 0.01% 0 13F-HR Timeline Winch Advisory Services, LLC More: the full row for Winch Advisory Services, LLC 2,194 $108K 0.03% +1 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 2,130 $105K 0.02% +50 13F-HR/A Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 2,114 $104K 0.01% -602 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 2,085 $103K 0.01% -32 13F-HR Timeline Avalon Trust Co More: the full row for Avalon Trust Co 2,000 $98.7K 0.01% 0 13F-HR Timeline Ausbil Investment Management Ltd More: the full row for Ausbil Investment Management Ltd 2,000 $98.7K 0.06% 0 13F-HR Timeline Bollard Group LLC More: the full row for Bollard Group LLC 1,960 $97K <0.01% +1 13F-HR Timeline VESTOR CAPITAL, LLC More: the full row for VESTOR CAPITAL, LLC 1,946 $96K 0.01% -31 13F-HR Timeline Financially Speaking Inc More: the full row for Financially Speaking Inc 1,942 $95.9K 0.07% +8 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 1,940 $95.8K 0.04% +40 13F-HR Timeline Harvest Fund Management Co., Ltd in group Harvest Fund Management Co., … More: the full row for Harvest Fund Management Co., Ltd 1,931 $95K <0.01% new 13F-HR Timeline Group EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 1,913 $94.4K <0.01% +76 13F-HR Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 1,890 $93.3K 0.03% -1,358 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 1,890 $93.3K 0.03% +70 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 1,865 $92.1K 0.01% +40 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 1,829 $90.3K -1,237 Timeline Kennebec Savings Bank More: the full row for Kennebec Savings Bank 1,800 $88.8K 0.09% 0 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 1,737 $86.1K <0.01% +1,635 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 1,740 $85.9K <0.01% -254 13F-HR Timeline Quarry LP More: the full row for Quarry LP 1,675 $82.7K 0.02% +688 13F-HR Timeline FIRST UNITED BANK & TRUST More: the full row for FIRST UNITED BANK & TRUST 1,650 $81.4K 0.03% 0 13F-HR Timeline Evelyn Partners Investment Management (… More: the full row for Evelyn Partners Investment Management (Europe) Ltd 1,641 $81K 0.03% 0 13F-HR/A Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 1,631 $80.5K <0.01% +274 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 1,604 $79.2K 0.02% -999 13F-HR Timeline SITTNER & NELSON, LLC More: the full row for SITTNER & NELSON, LLC 1,603 $79.1K 0.03% 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 1,595 $78.7K <0.01% 0 13F-HR Timeline Group ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 1,560 $77K <0.01% -496 13F-HR Timeline Group Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 1,555 $76.8K 0.02% 0 13F-HR Timeline Stonebridge Financial Group, LLC More: the full row for Stonebridge Financial Group, LLC 1,532 $75.6K 0.01% +6 13F-HR Timeline SIMA Wealth Partners, LLC More: the full row for SIMA Wealth Partners, LLC 1,508 $74.4K 0.06% +6 13F-HR Timeline SENTRY INVESTMENT MANAGEMENT LLC More: the full row for SENTRY INVESTMENT MANAGEMENT LLC 1,911 $74K 0.05% -571 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 1,495 $73.8K 0.01% 0 13F-HR Timeline Group Trifecta Capital Advisors, LLC More: the full row for Trifecta Capital Advisors, LLC 1,483 $73.2K 0.02% +1,450 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 1,476 $72.9K 0.01% 0 13F-HR Timeline Group Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 1,443 $71.2K <0.01% -29 13F-HR Timeline Group FNY Investment Advisers, LLC More: the full row for FNY Investment Advisers, LLC 1,421 $70K 0.04% -2,639 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 1,385 $68.4K 0.01% +980 13F-HR Timeline Livforsakringsbolaget Skandia, Omsesidi… More: the full row for Livforsakringsbolaget Skandia, Omsesidigt 1,372 $68K <0.01% 0 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 1,354 $66.8K 0.01% +5 13F-HR Timeline City State Bank More: the full row for City State Bank 1,270 $62.7K 0.02% 0 13F-HR Timeline Comprehensive Financial Planning, Inc./… More: the full row for Comprehensive Financial Planning, Inc./PA 1,242 $61.3K 0.06% -140 13F-HR Timeline Canton Hathaway, LLC More: the full row for Canton Hathaway, LLC 1,236 $61K 0.01% 0 13F-HR Timeline Centennial Bank/AR/ in group Centennial Bank/AR/ More: the full row for Centennial Bank/AR/ 1,229 $60.7K 0.03% 0 13F-HR Timeline Group Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 1,233 $60.7K 0.03% -176 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 1,200 $59.2K 0.01% 0 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 1,191 $58.8K 0.03% +27 13F-HR Timeline Sandy Spring Bank More: the full row for Sandy Spring Bank 1,187 $58.6K <0.01% +183 13F-HR Timeline TOBAM More: the full row for TOBAM 1,147 $57K 0.02% -478 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Wealth Preservation Advisors, LLC More: the full row for Wealth Preservation Advisors, LLC 1,130 $55.8K 0.04% 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 1,124 $55.5K 0.05% +50 13F-HR Timeline GABLES CAPITAL MANAGEMENT INC. More: the full row for GABLES CAPITAL MANAGEMENT INC. 1,116 $55.1K 0.03% 0 13F-HR Timeline Bayforest Capital Ltd More: the full row for Bayforest Capital Ltd 1,112 $54.9K 0.02% -1,130 13F-HR/A Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 1,100 $54.3K 0.02% 0 13F-HR Timeline Ransom Advisory, Ltd More: the full row for Ransom Advisory, Ltd 1,100 $54.3K 0.03% 0 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 1,080 $53.3K <0.01% -269 13F-HR Timeline Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 1,065 $52.6K 0.02% +51 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 1,064 $52.5K 0.01% +331 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 1,042 $51.4K 0.03% +200 13F-HR Timeline Spectrum Wealth Counsel, LLC More: the full row for Spectrum Wealth Counsel, LLC 1,020 $50.3K 0.01% +1,000 13F-HR Timeline MB, LEVIS & ASSOCIATES, LLC More: the full row for MB, LEVIS & ASSOCIATES, LLC 1,018 $50.3K 0.02% +4 13F-HR Timeline Kiker Wealth Management, LLC More: the full row for Kiker Wealth Management, LLC 1,014 $50.1K 0.03% new 13F-HR Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 1,010 $49.9K 0.01% 0 13F-HR Timeline Group CAROLINAS WEALTH CONSULTING LLC More: the full row for CAROLINAS WEALTH CONSULTING LLC 1,009 $49.8K 0.01% +24 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 1,008 $49.8K <0.01% 0 13F-HR Timeline MorganRosel Wealth Management, LLC More: the full row for MorganRosel Wealth Management, LLC 1,000 $49.4K 0.01% new 13F-HR Timeline Peterson Wealth Services More: the full row for Peterson Wealth Services 1,000 $49.4K 0.02% 0 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 997 $49.2K 0.01% 0 13F-HR Timeline LOOMIS SAYLES & CO L P in group LOOMIS SAYLES & CO L P More: the full row for LOOMIS SAYLES & CO L P 984 $49K <0.01% -525 13F-HR Timeline Group First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 990 $48.9K <0.01% 0 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 961 $47.7K <0.01% 0 13F-HR Timeline First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 955 $47.1K <0.01% +12 13F-HR Timeline Main Street Group, LTD More: the full row for Main Street Group, LTD 955 $47.1K 0.02% +27 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 930 $45.9K 0.01% 13F-HR Timeline Harel Insurance Investments & Financial… in group Harel Insurance Investments &… More: the full row for Harel Insurance Investments & Financial Services Ltd. 797 $45K <0.01% -645 13F-HR Timeline Group Fortis Group Advisors, LLC More: the full row for Fortis Group Advisors, LLC 860 $42.5K 0.01% 0 13F-HR Timeline Atala Financial Inc More: the full row for Atala Financial Inc 817 $40.3K 0.03% 0 13F-HR Timeline Riverview Trust Co More: the full row for Riverview Trust Co 813 $40.1K 0.04% 0 13F-HR Timeline Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 809 $39.9K 0.01% +102 13F-HR Timeline BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 800 $39.8K <0.01% -20 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 800 $39.5K <0.01% new 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 800 $39.5K 0.03% new 13F-HR Timeline Investment Research & Advisory Group, I… More: the full row for Investment Research & Advisory Group, Inc. 797 $39.3K 0.02% +367 13F-HR Timeline Byrne Asset Management LLC More: the full row for Byrne Asset Management LLC 760 $37.5K 0.03% +736 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 722 $35.6K <0.01% +407 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 715 $35.3K 0.01% -230 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 729 $35K 0.01% +184 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 687 $33.9K 0.02% -21 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 678 $33.5K 0.01% -265 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 673 $33.2K <0.01% 0 13F-HR Timeline BFSG, LLC More: the full row for BFSG, LLC 669 $33K <0.01% +649 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 665 $32.8K <0.01% 0 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 654 $32.4K 0.01% -58 13F-HR/A Timeline Concord Wealth Partners in group Concord Wealth Partners More: the full row for Concord Wealth Partners 653 $32.2K 0.01% 0 13F-HR Timeline Group Smithfield Trust Co More: the full row for Smithfield Trust Co 650 $32K <0.01% +176 13F-HR Timeline Bernard Wealth Management Corp. More: the full row for Bernard Wealth Management Corp. 642 $31.7K 0.02% 0 13F-HR Timeline Luken Investment Analytics, LLC More: the full row for Luken Investment Analytics, LLC 640 $31.6K 0.01% 0 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 636 $31.4K <0.01% -1,201 13F-HR Timeline Group Financial Gravity Asset Management, Inc. in group Financial Gravity Companies, … More: the full row for Financial Gravity Asset Management, Inc. 619 $30.6K 0.01% 13F-HR Timeline Group MILLER WEALTH ADVISORS, LLC More: the full row for MILLER WEALTH ADVISORS, LLC 615 $30.4K 0.02% 0 13F-HR Timeline Register Financial Advisors LLC More: the full row for Register Financial Advisors LLC 613 $30.3K 0.02% 0 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 625 $30K 0.01% 0 13F-HR Timeline Founders Capital Management More: the full row for Founders Capital Management 600 $29.6K 0.02% 0 13F-HR Timeline Union Bancaire Privee, UBP SA More: the full row for Union Bancaire Privee, UBP SA 625 $28.2K <0.01% -3,000 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 572 $28.1K 0.01% +281 13F-HR Timeline Putney Financial Group LLC More: the full row for Putney Financial Group LLC 565 $27.9K 0.03% 0 13F-HR Timeline Knott David M Jr More: the full row for Knott David M Jr 663 $27.4K 0.01% -586 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 570 $27.3K 0.02% +17 13F-HR Timeline VSM Wealth Advisory, LLC More: the full row for VSM Wealth Advisory, LLC 551 $27.2K 0.01% +2 13F-HR Timeline CNB Bank More: the full row for CNB Bank 542 $26.8K 0.01% 0 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 531 $26.2K <0.01% -48 13F-HR Timeline Legacy Wealth Managment, LLC/ID in group Legacy Wealth Managment, LLC/… More: the full row for Legacy Wealth Managment, LLC/ID 525 $25.9K 0.02% 0 13F-HR Timeline Group Ashurst Perkins Coie Trust Co More: the full row for Ashurst Perkins Coie Trust Co 500 $24.7K 0.01% new 13F-HR Timeline Inlight Wealth Management, LLC More: the full row for Inlight Wealth Management, LLC 500 $24.7K 0.02% new 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 500 $24.7K <0.01% -1,000 13F-HR Timeline PSI Advisors, LLC More: the full row for PSI Advisors, LLC 500 $24.7K 0.01% 0 13F-HR Timeline Tacita Capital Inc More: the full row for Tacita Capital Inc 500 $24.7K 0.02% 0 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 498 $24.6K <0.01% +1 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 482 $24K 0.02% +24 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 485 $24K 0.01% +283 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 470 $23.2K 0.02% +30 13F-HR Timeline GROUP ONE TRADING LLC More: the full row for GROUP ONE TRADING LLC 465 $23K <0.01% -97,659 13F-HR Timeline