U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 31,349 $951K 0.02% -84 13F-HR Timeline King Wealth Management Group More: the full row for King Wealth Management Group 31,254 $948K 0.12% -1,506 13F-HR Timeline HOWARD WEALTH MANAGEMENT, LLC More: the full row for HOWARD WEALTH MANAGEMENT, LLC 31,183 $945K 0.4% -1,111 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 31,140 $944K 0.04% -16,548 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 30,955 $939K <0.01% -3,510 13F-HR Timeline Haverford Trust Co More: the full row for Haverford Trust Co 30,708 $931K 0.01% -565 13F-HR Timeline RIK SAYLOR FINANCIAL, INC. More: the full row for RIK SAYLOR FINANCIAL, INC. 30,663 $930K 0.71% +108 13F-HR Timeline Colony Family Offices, LLC More: the full row for Colony Family Offices, LLC 30,565 $927K 0.23% 0 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 30,526 $926K 0.01% -3,450 13F-HR Timeline M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 30,275 $918K <0.01% +18,100 13F-HR/A Timeline Group SAGE RHINO CAPITAL LLC More: the full row for SAGE RHINO CAPITAL LLC 30,062 $911K 0.17% +1,674 13F-HR Timeline Hillsdale Investment Management Inc. More: the full row for Hillsdale Investment Management Inc. 29,890 $906K 0.02% +7,780 13F-HR Timeline OAK FAMILY ADVISORS, LLC More: the full row for OAK FAMILY ADVISORS, LLC 29,792 $903K 0.28% +5,784 13F-HR Timeline GWN SECURITIES INC. More: the full row for GWN SECURITIES INC. 29,518 $895K 0.17% +690 13F-HR Timeline Unify Financial Advisors More: the full row for Unify Financial Advisors 29,452 $893K 0.93% +12,196 13F-HR Timeline BRAVE ASSET MANAGEMENT INC More: the full row for BRAVE ASSET MANAGEMENT INC 29,399 $891K 0.21% -17,769 13F-HR Timeline Fiduciary Alliance LLC More: the full row for Fiduciary Alliance LLC 28,340 $889K 0.05% +247 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 29,261 $887K 0.01% +492 13F-HR/A Timeline Investment Advisory Group, LLC More: the full row for Investment Advisory Group, LLC 29,219 $886K 0.23% +74 13F-HR Timeline PATRIOT INVESTMENT MANAGEMENT GROUP, IN… More: the full row for PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 29,145 $884K 0.06% +8 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 29,121 $883K 0.08% -311 13F-HR Timeline Bank of New York Mellon Corp in group Bank of New York Mellon Corp More: the full row for Bank of New York Mellon Corp 29,114 $883K <0.01% +3,666 13F-HR Timeline Group RW Investment Management LLC More: the full row for RW Investment Management LLC 28,777 $873K 0.08% 13F-HR Timeline HCR Wealth Advisors More: the full row for HCR Wealth Advisors 28,769 $872K 0.09% -5,238 13F-HR Timeline FWL INVESTMENT MANAGEMENT, LLC More: the full row for FWL INVESTMENT MANAGEMENT, LLC 28,719 $871K 0.19% +7,194 13F-HR Timeline William Howard & Co Financial Advisors … More: the full row for William Howard & Co Financial Advisors Inc 28,211 $855K 0.74% +119 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 28,131 $853K 0.14% 0 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 28,104 $852K 0.02% 0 13F-HR Timeline Oakmont Advisory Group, LLC More: the full row for Oakmont Advisory Group, LLC 27,926 $847K 0.86% +9,181 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 27,865 $845K 0.03% -2,765 13F-HR Timeline Advisors Asset Management, Inc. More: the full row for Advisors Asset Management, Inc. 27,693 $840K 0.01% +1,530 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 27,603 $837K 0.06% -2,773 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 27,465 $833K 0.02% -2,796 13F-HR Timeline WealthTrust Asset Management, LLC More: the full row for WealthTrust Asset Management, LLC 27,140 $823K 0.49% +2,104 13F-HR Timeline Bellecapital International Ltd. More: the full row for Bellecapital International Ltd. 27,000 $819K 0.15% 0 13F-HR/A Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 26,894 $815K 0.03% -1,598 13F-HR Timeline Group Caldwell Trust Co More: the full row for Caldwell Trust Co 26,887 $815K 0.07% -50 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 26,719 $810K 0.01% +2,598 13F-HR Timeline LOM Asset Management Ltd More: the full row for LOM Asset Management Ltd 26,680 $809K 0.23% -5,000 13F-HR Timeline Resurgent Financial Advisors LLC More: the full row for Resurgent Financial Advisors LLC 26,587 $806K 0.29% +705 13F-HR Timeline Northstar Advisory Group, LLC More: the full row for Northstar Advisory Group, LLC 26,314 $798K 0.3% -5,926 13F-HR Timeline Kane Co Wealth Management, Inc. More: the full row for Kane Co Wealth Management, Inc. 26,103 $791K 0.67% -700 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 26,018 $789K 0.05% -1,461 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 25,893 $785K 0.06% +5,066 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 25,840 $783K 0.04% -13,691 13F-HR Timeline Group IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 25,788 $782K 0.02% +4,185 13F-HR Timeline Fortis Capital Advisors, LLC More: the full row for Fortis Capital Advisors, LLC 25,780 $782K 0.1% +17,832 13F-HR Timeline Red Spruce Capital, LLC More: the full row for Red Spruce Capital, LLC 25,677 $779K 0.32% 0 13F-HR Timeline PALISADE CAPITAL MANAGEMENT, LP More: the full row for PALISADE CAPITAL MANAGEMENT, LP 25,500 $773K 0.03% 0 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 25,370 $769K 0.07% -2,148 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 25,279 $766K 0.02% +4,388 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 25,247 $765K 0.05% -1,472 13F-HR Timeline COWA, LLC More: the full row for COWA, LLC 25,209 $764K 0.21% new 13F-HR Timeline KG Capital Management More: the full row for KG Capital Management 25,081 $760K 0.55% +3,847 13F-HR Timeline VOYA INVESTMENT MANAGEMENT LLC in group VOYA INVESTMENT MANAGEMENT LLC More: the full row for VOYA INVESTMENT MANAGEMENT LLC 25,000 $758K <0.01% new 13F-HR Timeline Group FAS Wealth Partners, Inc. More: the full row for FAS Wealth Partners, Inc. 24,945 $756K 0.05% +140 13F-HR Timeline BOYD WATTERSON ASSET MANAGEMENT LLC/OH More: the full row for BOYD WATTERSON ASSET MANAGEMENT LLC/OH 24,846 $753K 0.23% -115 13F-HR Timeline Crown Oak Advisors, LLC More: the full row for Crown Oak Advisors, LLC 24,674 $748K 0.38% -81,869 13F-HR Timeline REBALANCE, LLC More: the full row for REBALANCE, LLC 24,511 $743K 0.04% new 13F-HR Timeline McAdam, LLC More: the full row for McAdam, LLC 24,431 $741K 0.03% -1,478 13F-HR Timeline FWG Holdings, LLC More: the full row for FWG Holdings, LLC 24,222 $739K 0.28% +9,282 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 24,138 $736K 0.01% -2,020 13F-HR Timeline Grandview Asset Management LLC More: the full row for Grandview Asset Management LLC 24,141 $732K 0.21% -5,903 13F-HR Timeline MMA ASSET MANAGEMENT LLC More: the full row for MMA ASSET MANAGEMENT LLC 24,123 $731K 0.26% -780 13F-HR Timeline O'ROURKE & COMPANY, Inc More: the full row for O'ROURKE & COMPANY, Inc 23,907 $725K 0.29% -367 13F-HR Timeline Headlands Technologies LLC More: the full row for Headlands Technologies LLC 23,886 $724K 0.08% -12,486 13F-HR Timeline AIRE ADVISORS, LLC More: the full row for AIRE ADVISORS, LLC 23,748 $720K 0.13% +65 13F-HR Timeline Verity Asset Management, Inc. More: the full row for Verity Asset Management, Inc. 23,510 $713K 0.3% +656 13F-HR Timeline Integris Wealth Management, LLC More: the full row for Integris Wealth Management, LLC 23,499 $712K 0.16% +443 13F-HR Timeline Invst, LLC More: the full row for Invst, LLC 23,455 $711K 0.08% +2 13F-HR Timeline CAPITAL FUND MANAGEMENT S.A. More: the full row for CAPITAL FUND MANAGEMENT S.A. 23,344 $708K 0.01% -500 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 23,294 $706K 0.09% -1,925 13F-HR Timeline LongView Wealth Management More: the full row for LongView Wealth Management 22,495 $703K 0.18% -2,652 13F-HR Timeline Cornerstone Capital, Inc. More: the full row for Cornerstone Capital, Inc. 23,155 $702K 0.07% +665 13F-HR Timeline Busey Bank More: the full row for Busey Bank 23,151 $702K 0.02% -424 13F-HR Timeline Breachway Investments LLC More: the full row for Breachway Investments LLC 22,944 $697K 0.67% +340 13F-HR Timeline FCA CORP /TX More: the full row for FCA CORP /TX 22,906 $695K 0.2% +1,901 13F-HR Timeline Canandaigua National Trust Co of Florida More: the full row for Canandaigua National Trust Co of Florida 22,859 $693K 0.56% -3,530 13F-HR Timeline Sidoxia Capital Management, LLC More: the full row for Sidoxia Capital Management, LLC 22,751 $690K 0.6% 13F-HR Timeline Alpha Omega Wealth Management LLC More: the full row for Alpha Omega Wealth Management LLC 22,675 $688K 0.11% +122 13F-HR Timeline NEUBERGER BERMAN GROUP LLC in group NEUBERGER BERMAN GROUP LLC More: the full row for NEUBERGER BERMAN GROUP LLC 22,590 $685K <0.01% -1,500 13F-HR Timeline Group PRINCETON CAPITAL MANAGEMENT LLC More: the full row for PRINCETON CAPITAL MANAGEMENT LLC 22,479 $682K 0.19% +1,360 13F-HR Timeline Fiera Capital Corp in group Fiera Capital Corp More: the full row for Fiera Capital Corp 22,449 $681K <0.01% -79,343 13F-HR Timeline Group Pacific Center for Financial Services More: the full row for Pacific Center for Financial Services 21,991 $667K 0.17% +4,628 13F-HR Timeline XTX Topco Ltd in group XTX Topco Ltd More: the full row for XTX Topco Ltd 21,846 $662K 0.01% new 13F-HR Timeline Group Texas Yale Capital Corp. More: the full row for Texas Yale Capital Corp. 21,841 $662K 0.02% +1,710 13F-HR Timeline TRED AVON FAMILY WEALTH, LLC More: the full row for TRED AVON FAMILY WEALTH, LLC 21,685 $657K 0.22% +4,250 13F-HR Timeline SONATA CAPITAL GROUP INC More: the full row for SONATA CAPITAL GROUP INC 21,678 $657K 0.24% +17 13F-HR Timeline PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV More: the full row for PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV 21,590 $655K 0.19% 0 13F-HR Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 21,564 $654K 0.08% +4,293 13F-HR Timeline Penobscot Investment Management Company… More: the full row for Penobscot Investment Management Company, Inc. 21,450 $650K 0.05% -1,200 13F-HR Timeline PUREfi Wealth, LLC More: the full row for PUREfi Wealth, LLC 21,283 $645K 0.42% new 13F-HR Timeline Strategic Financial Partners, Ltd. More: the full row for Strategic Financial Partners, Ltd. 21,233 $644K 0.28% -375 13F-HR Timeline R.H. Investment Group, LLC More: the full row for R.H. Investment Group, LLC 20,900 $642K 0.5% 0 13F-HR Timeline CARRET ASSET MANAGEMENT, LLC More: the full row for CARRET ASSET MANAGEMENT, LLC 21,013 $637K 0.06% +120 13F-HR Timeline Asset Allocation & Management Company, … More: the full row for Asset Allocation & Management Company, LLC 21,000 $637K 0.24% 0 13F-HR Timeline Sincerus Advisory, LLC More: the full row for Sincerus Advisory, LLC 20,784 $630K 0.48% -360 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 20,687 $627K 0.03% -2,341 13F-HR Timeline Global Trust Wealth Management LLC More: the full row for Global Trust Wealth Management LLC 20,670 $627K 0.47% -165 13F-HR Timeline MELFA WEALTH MANAGEMENT, INC. More: the full row for MELFA WEALTH MANAGEMENT, INC. 20,544 $623K 0.36% +502 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 20,399 $618K 0.2% -328 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 20,257 $614K 0.05% +23 13F-HR Timeline DOVER ADVISORS, LLC More: the full row for DOVER ADVISORS, LLC 20,147 $611K 0.25% 0 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 19,995 $606K 0.02% +3,463 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 19,980 $606K <0.01% -191 13F-HR Timeline Clientfirst Wealth Management, LLC More: the full row for Clientfirst Wealth Management, LLC 19,944 $605K 0.51% 0 13F-HR Timeline Guidance Point Advisors, LLC More: the full row for Guidance Point Advisors, LLC 19,908 $604K 0.14% +126 13F-HR Timeline Prospect Financial Services LLC More: the full row for Prospect Financial Services LLC 19,863 $602K 0.37% -7,638 13F-HR Timeline RAINEY & RANDALL WEALTH ADVISORS INC. More: the full row for RAINEY & RANDALL WEALTH ADVISORS INC. 19,743 $599K 0.1% +10,633 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 19,701 $597K 0.02% -246 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 19,674 $597K 0.13% -440 13F-HR Timeline Richwood Investment Advisors, LLC More: the full row for Richwood Investment Advisors, LLC 19,539 $592K 0.46% -235 13F-HR Timeline MSH Capital Advisors LLC More: the full row for MSH Capital Advisors LLC 19,450 $590K 0.12% -227 13F-HR Timeline CARDIFF PARK ADVISORS, LLC More: the full row for CARDIFF PARK ADVISORS, LLC 19,206 $582K 0.05% +126 13F-HR Timeline GLENMEDE TRUST CO NA in group GLENMEDE TRUST CO NA More: the full row for GLENMEDE TRUST CO NA 19,172 $581K <0.01% +3,453 13F-HR Timeline Group CRA Financial Services, LLC More: the full row for CRA Financial Services, LLC 18,989 $576K 0.07% +2,720 13F-HR Timeline EHRLICH FINANCIAL GROUP More: the full row for EHRLICH FINANCIAL GROUP 18,872 $572K 0.33% -526 13F-HR Timeline FORTERIS WEALTH MANAGEMENT INC. More: the full row for FORTERIS WEALTH MANAGEMENT INC. 18,740 $568K 0.54% 0 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 18,736 $568K 0.04% +618 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 18,668 $567K <0.01% +7,565 13F-HR Timeline NOVARE CAPITAL MANAGEMENT LLC More: the full row for NOVARE CAPITAL MANAGEMENT LLC 18,694 $567K 0.04% +2,707 13F-HR Timeline EDMOND DE ROTHSCHILD HOLDING S.A. in group EDMOND DE ROTHSCHILD HOLDING … More: the full row for EDMOND DE ROTHSCHILD HOLDING S.A. 18,612 $564K 0.01% 0 13F-HR Timeline Group W.G. Shaheen & Associates DBA Whitney &… More: the full row for W.G. Shaheen & Associates DBA Whitney & Co 18,600 $564K 0.05% 0 13F-HR Timeline DIVERSIFY WEALTH MANAGEMENT, LLC in group Diversify Advisory Services, … More: the full row for DIVERSIFY WEALTH MANAGEMENT, LLC 18,023 $562K 0.01% +966 13F-HR Timeline Group City State Bank More: the full row for City State Bank 18,465 $560K 0.15% -3,700 13F-HR Timeline KCM INVESTMENT ADVISORS LLC More: the full row for KCM INVESTMENT ADVISORS LLC 18,412 $558K 0.02% -1,962 13F-HR Timeline Tiller Private Wealth, Inc. More: the full row for Tiller Private Wealth, Inc. 18,340 $556K 0.2% +12 13F-HR Timeline Wellington Shields Capital Management, … group of 2 filers holding More: the full row for Wellington Shields Capital Management, LLC 18,318 $555K +2,843 Timeline Coral Wealth Management, LLC More: the full row for Coral Wealth Management, LLC 18,196 $552K 0.62% 13F-HR Timeline FIRST MANHATTAN CO. LLC. More: the full row for FIRST MANHATTAN CO. LLC. 18,095 $549K <0.01% 0 13F-HR Timeline WESTWOOD HOLDINGS GROUP INC in group WESTWOOD HOLDINGS GROUP INC More: the full row for WESTWOOD HOLDINGS GROUP INC 18,080 $548K <0.01% -25,766 13F-HR Timeline Group TRB Wealth Management, LLC More: the full row for TRB Wealth Management, LLC 17,826 $540K 0.08% 13F-HR Timeline Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 17,809 $540K 0.04% +1,987 13F-HR Timeline TPG Advisors LLC More: the full row for TPG Advisors LLC 17,765 $539K 0.34% +713 13F-HR Timeline Dodds Wealth, LLC More: the full row for Dodds Wealth, LLC 17,672 $536K 0.13% +6,341 13F-HR Timeline TOWER BRIDGE ADVISORS More: the full row for TOWER BRIDGE ADVISORS 17,575 $533K 0.05% new 13F-HR Timeline Mirae Asset Global Investments Co., Ltd. in group Mirae Asset Global Investment… More: the full row for Mirae Asset Global Investments Co., Ltd. 17,452 $529K <0.01% +7,461 13F-HR/A Timeline Group HUDSON EDGE INVESTMENT PARTNERS INC. More: the full row for HUDSON EDGE INVESTMENT PARTNERS INC. 17,431 $529K 0.08% new 13F-HR Timeline Wharton Business Group, LLC More: the full row for Wharton Business Group, LLC 17,335 $526K 0.02% 0 13F-HR Timeline Provenance Wealth Advisors, LLC More: the full row for Provenance Wealth Advisors, LLC 17,103 $519K 0.05% -16,065 13F-HR Timeline Traynor Capital Management, Inc. More: the full row for Traynor Capital Management, Inc. 17,215 $519K 0.03% -5,076 13F-HR Timeline Everstar Asset Management, LLC More: the full row for Everstar Asset Management, LLC 17,007 $516K 0.27% -1,681 13F-HR Timeline Hunter Perkins Capital Management, LLC More: the full row for Hunter Perkins Capital Management, LLC 16,895 $512K 0.12% new 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 16,860 $511K 0.06% -247 13F-HR Timeline Cyndeo Wealth Partners, LLC More: the full row for Cyndeo Wealth Partners, LLC 16,695 $506K 0.03% +2,389 13F-HR Timeline Prudent Man Advisors, LLC More: the full row for Prudent Man Advisors, LLC 16,620 $504K 0.15% 0 13F-HR Timeline STALEY CAPITAL ADVISERS INC More: the full row for STALEY CAPITAL ADVISERS INC 16,500 $500K 0.02% -1,000 13F-HR Timeline Keystone Financial Group More: the full row for Keystone Financial Group 16,270 $500K 0.03% +223 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 15,818 $497K 0.01% +226 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 16,168 $490K 0.01% -11,765 13F-HR Timeline Group Bragg Financial Advisors, Inc More: the full row for Bragg Financial Advisors, Inc 16,100 $488K 0.02% 0 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 16,188 $488K 0.02% +4,000 13F-HR Timeline Group Rakuten Securities, Inc. in group Rakuten Group, Inc. More: the full row for Rakuten Securities, Inc. 16,033 $486K 0.2% +13,619 13F-HR Timeline Group SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 16,001 $485K 0.05% -199 13F-HR Timeline ASHTON THOMAS SECURITIES, LLC More: the full row for ASHTON THOMAS SECURITIES, LLC 16,000 $485K 0.06% new 13F-HR Timeline Investment Planning Advisors, Inc. More: the full row for Investment Planning Advisors, Inc. 15,926 $483K 0.13% +334 13F-HR Timeline Allen Mooney & Barnes Investment Adviso… More: the full row for Allen Mooney & Barnes Investment Advisors LLC 15,919 $483K 0.07% -91 13F-HR Timeline Kingsbury Capital Investment Advisors L… More: the full row for Kingsbury Capital Investment Advisors LLC 15,906 $482K 0.45% 13F-HR Timeline BANK OF NOVA SCOTIA in group BANK OF NOVA SCOTIA More: the full row for BANK OF NOVA SCOTIA 15,900 $482K <0.01% 0 13F-HR Timeline Group Bay Colony Advisory Group, Inc d/b/a Ba… More: the full row for Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 15,893 $482K 0.06% -109 13F-HR Timeline DELTA CAPITAL MANAGEMENT LLC More: the full row for DELTA CAPITAL MANAGEMENT LLC 15,790 $479K 0.26% 0 13F-HR Timeline One Capital Management, LLC More: the full row for One Capital Management, LLC 15,749 $478K 0.01% +496 13F-HR Timeline BAR HARBOR WEALTH MANAGEMENT in group BAR HARBOR WEALTH MANAGEMENT More: the full row for BAR HARBOR WEALTH MANAGEMENT 15,746 $477K 0.03% -341 13F-HR Timeline Group EFG International AG in group EFG International AG More: the full row for EFG International AG 15,739 $477K 0.01% 0 13F-HR Timeline Group Dynamic Wealth Strategies, LLC More: the full row for Dynamic Wealth Strategies, LLC 15,700 $476K 0.28% +341 13F-HR Timeline ECLECTIC ASSOCIATES INC /ADV More: the full row for ECLECTIC ASSOCIATES INC /ADV 15,661 $475K 0.06% +1,378 13F-HR Timeline Arete Wealth Advisors, LLC More: the full row for Arete Wealth Advisors, LLC 15,651 $475K 0.04% -1,595 13F-HR/A Timeline Associated Banc-Corp in group Associated Banc-Corp More: the full row for Associated Banc-Corp 15,612 $473K 0.01% +7,208 13F-HR Timeline Group EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 15,552 $472K 0.01% 0 13F-HR Timeline NAPLES GLOBAL ADVISORS, LLC More: the full row for NAPLES GLOBAL ADVISORS, LLC 15,540 $471K 0.03% +1,380 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 15,445 $471K 0.01% +25 13F-HR Timeline KICKSTAND VENTURES, LLC. More: the full row for KICKSTAND VENTURES, LLC. 15,456 $469K 0.1% +3,028 13F-HR Timeline FORMULATE FINANCIAL LLC More: the full row for FORMULATE FINANCIAL LLC 15,395 $467K 0.58% 0 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 15,381 $466K 0.02% -443 13F-HR Timeline Brick & Kyle, Associates More: the full row for Brick & Kyle, Associates 15,249 $462K 0.15% -337 13F-HR Timeline KILEY JUERGENS WEALTH MANAGEMENT, LLC More: the full row for KILEY JUERGENS WEALTH MANAGEMENT, LLC 15,137 $459K 0.08% 0 13F-HR Timeline JT Stratford LLC More: the full row for JT Stratford LLC 15,031 $456K 0.06% -2,179 13F-HR Timeline Summit Trail Advisors, LLC More: the full row for Summit Trail Advisors, LLC 14,900 $452K 0.01% +2,000 13F-HR Timeline SEGALL BRYANT & HAMILL, LLC More: the full row for SEGALL BRYANT & HAMILL, LLC 14,826 $450K 0.01% +2,724 13F-HR/A Timeline CIBC WORLD MARKET INC. More: the full row for CIBC WORLD MARKET INC. 14,745 $447K <0.01% +1,610 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 14,743 $447K 0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. SWEENEY & MICHEL, LLC More: the full row for SWEENEY & MICHEL, LLC 14,399 $446K 0.13% +60 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 14,691 $445K 0.04% -327 13F-HR Timeline Group Measured Wealth Private Client Group, L… More: the full row for Measured Wealth Private Client Group, LLC 14,532 $441K 0.12% +527 13F-HR Timeline Performance Wealth Partners, LLC More: the full row for Performance Wealth Partners, LLC 14,528 $440K 0.01% +625 13F-HR Timeline Emergent Wealth Advisors, LLC More: the full row for Emergent Wealth Advisors, LLC 14,525 $440K 0.26% -61,197 13F-HR Timeline BCWM, LLC More: the full row for BCWM, LLC 14,489 $439K 0.12% -4,439 13F-HR Timeline Capital Advisors Wealth Management, LLC More: the full row for Capital Advisors Wealth Management, LLC 14,378 $436K 0.06% +94 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 14,218 $431K <0.01% +2,576 13F-HR Timeline Group Willis Johnson & Associates, Inc. More: the full row for Willis Johnson & Associates, Inc. 14,215 $431K 0.03% -2,085 13F-HR Timeline Balefire, LLC More: the full row for Balefire, LLC 14,122 $428K 0.08% +1,014 13F-HR Timeline Evolution Wealth Advisors, LLC More: the full row for Evolution Wealth Advisors, LLC 14,064 $426K 0.04% 0 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 14,017 $425K 0.02% +1,619 13F-HR Timeline Klingman & Associates, LLC More: the full row for Klingman & Associates, LLC 14,013 $425K 0.02% -204 13F-HR Timeline INSTRUMENTAL WEALTH, LLC More: the full row for INSTRUMENTAL WEALTH, LLC 14,010 $425K 0.26% +127 13F-HR Timeline National Philanthropic Trust More: the full row for National Philanthropic Trust 14,000 $424K <0.01% 0 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 13,972 $424K 0.03% 0 13F-HR Timeline AM INVESTMENT STRATEGIES LLC More: the full row for AM INVESTMENT STRATEGIES LLC 13,954 $423K 0.09% +48 13F-HR Timeline Detalus Advisors, LLC More: the full row for Detalus Advisors, LLC 13,899 $421K 0.1% -110 13F-HR Timeline Gallacher Capital Management LLC More: the full row for Gallacher Capital Management LLC 13,888 $421K 0.16% +354 13F-HR Timeline