World Investment Advisors More: the full row for World Investment Advisors 3,557 $366K 0.01% -8,490 13F-HR Timeline True Vision MN LLC More: the full row for True Vision MN LLC 3,548 $366K 0.22% new 13F-HR Timeline Measured Wealth Private Client Group, L… More: the full row for Measured Wealth Private Client Group, LLC 3,544 $364K 0.12% +651 13F-HR Timeline PEAPACK GLADSTONE FINANCIAL CORP More: the full row for PEAPACK GLADSTONE FINANCIAL CORP 3,536 $364K 0.01% 0 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 3,518 $362K 0.01% -616 13F-HR Timeline CAPSTONE INVESTMENT ADVISORS, LLC in group CAPSTONE INVESTMENT ADVISORS,… More: the full row for CAPSTONE INVESTMENT ADVISORS, LLC 3,496 $359K <0.01% -1,112 13F-HR Timeline Group Richard W. Paul & Associates, LLC More: the full row for Richard W. Paul & Associates, LLC 3,485 $358K 0.14% -30 13F-HR Timeline TECTONIC ADVISORS LLC in group TECTONIC ADVISORS LLC More: the full row for TECTONIC ADVISORS LLC 3,480 $358K 0.02% -198 13F-HR Timeline Group Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 3,430 $353K 0.01% +53 13F-HR Timeline KMG FIDUCIARY PARTNERS, LLC More: the full row for KMG FIDUCIARY PARTNERS, LLC 3,429 $352K 0.03% +98 13F-HR Timeline One Wealth Advisors, LLC More: the full row for One Wealth Advisors, LLC 3,419 $352K 0.05% +3 13F-HR Timeline EADS & HEALD WEALTH MANAGEMENT More: the full row for EADS & HEALD WEALTH MANAGEMENT 3,412 $351K 0.18% -140 13F-HR Timeline Quantum Private Wealth, LLC More: the full row for Quantum Private Wealth, LLC 3,408 $350K 0.13% +50 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 3,404 $350K 0.01% +23 13F-HR Timeline Fiduciary Alliance LLC More: the full row for Fiduciary Alliance LLC 3,380 $347K 0.03% -750 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 3,358 $345K 0.01% -142 13F-HR Timeline FINANCIAL COUNSELORS INC More: the full row for FINANCIAL COUNSELORS INC 3,352 $345K 0.01% -100 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 3,352 $345K 0.04% +1,201 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 3,321 $341K <0.01% +424 13F-HR Timeline Cynosure Group, LLC More: the full row for Cynosure Group, LLC 3,311 $340K 0.05% +779 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 3,300 $339K 0.01% +298 13F-HR Timeline Centurion Wealth Management LLC More: the full row for Centurion Wealth Management LLC 3,055 $333K 0.1% 0 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 3,493 $330K 0.02% +443 13F-HR Timeline GREENLEAF TRUST More: the full row for GREENLEAF TRUST 3,205 $329K <0.01% -1,125 13F-HR Timeline Nautilus Advisors LLC More: the full row for Nautilus Advisors LLC 3,195 $328K 0.27% 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) 3,160 $325K 0.01% -5,909 13F-HR Timeline Group Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 3,126 $321K 0.03% +162 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 3,125 $321K 0.01% new 13F-HR/A Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 3,108 $320K 0.01% +593 13F-HR Timeline Optas, LLC More: the full row for Optas, LLC 3,110 $320K 0.06% new 13F-HR Timeline Avestar Capital, LLC More: the full row for Avestar Capital, LLC 3,088 $318K 0.03% +759 13F-HR Timeline First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 3,071 $316K 0.01% +90 13F-HR Timeline EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 3,061 $315K 0.01% -3,985 13F-HR Timeline Planned Solutions, Inc. More: the full row for Planned Solutions, Inc. 3,057 $314K 0.13% 0 13F-HR Timeline Columbia Bank More: the full row for Columbia Bank 3,044 $313K 0.11% new 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 3,043 $313K 0.02% +853 13F-HR/A Timeline EVERETT HARRIS & CO /CA/ More: the full row for EVERETT HARRIS & CO /CA/ 3,027 $311K <0.01% 0 13F-HR Timeline Plato Investment Management Ltd More: the full row for Plato Investment Management Ltd 2,991 $311K 0.03% -1,775 13F-HR Timeline Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 3,285 $310K 0.06% +653 13F-HR Timeline ABC ARBITRAGE SA in group ABC ARBITRAGE SA More: the full row for ABC ARBITRAGE SA 2,979 $306K 0.06% -20,199 13F-HR Timeline Group Horizon Advisory Services, Inc. More: the full row for Horizon Advisory Services, Inc. 2,976 $306K 0.17% +77 13F-HR Timeline RENASANT BANK More: the full row for RENASANT BANK 2,967 $305K 0.2% -852 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 2,956 $304K 0.01% +1,322 13F-HR Timeline Group ALGERT GLOBAL LLC More: the full row for ALGERT GLOBAL LLC 2,949 $303K 0.01% new 13F-HR/A Timeline Delta Investment Management, LLC More: the full row for Delta Investment Management, LLC 2,946 $303K 0.06% +243 13F-HR Timeline Argent Trust Co More: the full row for Argent Trust Co 2,938 $302K 0.01% +8 13F-HR Timeline Horizon Investments, LLC More: the full row for Horizon Investments, LLC 2,920 $300K 0.01% +79 13F-HR Timeline 1858 WEALTH MANAGEMENT, LLC More: the full row for 1858 WEALTH MANAGEMENT, LLC 2,919 $300K 0.25% +570 13F-HR Timeline OPTIMUM INVESTMENT ADVISORS More: the full row for OPTIMUM INVESTMENT ADVISORS 2,900 $298K 0.14% 0 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 2,884 $296K 0.01% +824 13F-HR Timeline MBB PUBLIC MARKETS I LLC More: the full row for MBB PUBLIC MARKETS I LLC 2,880 $296K 0.03% new 13F-HR/A Timeline CLARK FINANCIAL SERVICES GROUP INC … More: the full row for CLARK FINANCIAL SERVICES GROUP INC /BD 2,867 $295K 0.2% +722 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 2,860 $294K 0.03% -28 13F-HR Timeline SCOTIA CAPITAL INC. More: the full row for SCOTIA CAPITAL INC. 2,856 $294K <0.01% -46,138 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 2,797 $288K 0.01% new 13F-HR Timeline 111 Capital More: the full row for 111 Capital 2,802 $288K 0.06% +598 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 2,781 $286K 0.03% +498 13F-HR Timeline IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 2,752 $283K <0.01% -10,568 13F-HR Timeline Waterloo Capital, L.P. More: the full row for Waterloo Capital, L.P. 2,725 $280K 0.03% +113 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 2,722 $280K 0.01% -407 13F-HR Timeline MOORE CAPITAL MANAGEMENT, LP More: the full row for MOORE CAPITAL MANAGEMENT, LP 2,703 $278K 0.01% +233 13F-HR/A Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 2,698 $277K 0.01% +117 13F-HR Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 2,673 $275K 0.02% -369 13F-HR Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 2,622 $270K <0.01% +29 13F-HR Timeline Group Ascentis Independent Advisors in group Ascentis Wealth Management, L… More: the full row for Ascentis Independent Advisors 2,617 $269K 0.05% +356 13F-HR Timeline Group Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 2,581 $265K 0.02% new 13F-HR Timeline Group Balyasny Asset Management L.P. in group Balyasny Asset Management More: the full row for Balyasny Asset Management L.P. 2,563 $263K <0.01% new 13F-HR Timeline Group EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 2,559 $263K <0.01% -30 13F-HR Timeline Voleon Capital Management LP More: the full row for Voleon Capital Management LP 2,551 $262K 0.02% new 13F-HR Timeline TRUST CO OF OKLAHOMA More: the full row for TRUST CO OF OKLAHOMA 2,546 $262K 0.09% 0 13F-HR Timeline Tyler-Stone Wealth Management More: the full row for Tyler-Stone Wealth Management 2,544 $262K 0.05% -470 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 2,539 $261K 0.02% +272 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 2,529 $260K <0.01% -1,024 13F-HR Timeline Group TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 2,524 $259K 0.01% +460 13F-HR Timeline Capula Management Ltd in group Capula Management Ltd More: the full row for Capula Management Ltd 2,516 $259K <0.01% new 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. Burford Brothers, Inc. More: the full row for Burford Brothers, Inc. 2,508 $258K 0.13% -173 13F-HR Timeline FORTEM FINANCIAL GROUP, LLC More: the full row for FORTEM FINANCIAL GROUP, LLC 2,505 $258K 0.1% 0 13F-HR Timeline EXENCIAL WEALTH ADVISORS, LLC More: the full row for EXENCIAL WEALTH ADVISORS, LLC 2,502 $257K 0.01% +70 13F-HR Timeline Washington Trust Bank More: the full row for Washington Trust Bank 2,500 $257K 0.03% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 2,526 $256K 0.01% new 13F-HR Timeline SC&H Financial Advisors, Inc. More: the full row for SC&H Financial Advisors, Inc. 2,480 $255K 0.05% 0 13F-HR Timeline Bristlecone Advisors, LLC More: the full row for Bristlecone Advisors, LLC 2,479 $255K 0.02% 0 13F-HR Timeline BINGHAM PRIVATE WEALTH, LLC More: the full row for BINGHAM PRIVATE WEALTH, LLC 2,472 $254K 0.26% new 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 2,457 $253K <0.01% -52 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 2,450 $252K 0.01% -811 13F-HR Timeline Trivium Point Advisory, LLC More: the full row for Trivium Point Advisory, LLC 2,447 $252K 0.03% -212 13F-HR Timeline Colonial River Investments, LLC More: the full row for Colonial River Investments, LLC 2,446 $251K 0.14% -740 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 2,432 $250K <0.01% +22 13F-HR Timeline Group Smithfield Trust Co More: the full row for Smithfield Trust Co 2,453 $250K 0.01% -153 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 2,410 $248K <0.01% -1,416 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 2,399 $247K 0.03% -1,942 13F-HR Timeline Siemens Fonds Invest GmbH More: the full row for Siemens Fonds Invest GmbH 2,393 $246K 0.02% +132 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 2,385 $245K 0.03% -2 13F-HR Timeline CFC Planning Co LLC More: the full row for CFC Planning Co LLC 2,383 $245K 0.27% new 13F-HR/A Timeline Trust Asset Management LLC More: the full row for Trust Asset Management LLC 2,382 $245K 0.02% -245 13F-HR Timeline CX Institutional More: the full row for CX Institutional 2,369 $244K 0.01% -1,260 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 2,362 $243K 0.06% 0 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 2,350 $242K 0.01% -1,015 13F-HR Timeline Group BANK OF HAWAII More: the full row for BANK OF HAWAII 2,353 $242K 0.01% new 13F-HR Timeline Omnia Family Wealth, LLC More: the full row for Omnia Family Wealth, LLC 2,333 $240K 0.1% +180 13F-HR Timeline DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 2,332 $240K 0.01% new 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 2,330 $240K <0.01% new 13F-HR Timeline Westover Capital Advisors, LLC More: the full row for Westover Capital Advisors, LLC 2,325 $239K 0.05% -7,826 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 2,322 $239K <0.01% -461 13F-HR Timeline Group Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 2,305 $237K 0.01% new 13F-HR Timeline Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 2,301 $237K 0.01% -658 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 2,286 $235K 0.01% +417 13F-HR Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 2,269 $233K 0.04% -303 13F-HR Timeline CIDEL ASSET MANAGEMENT INC More: the full row for CIDEL ASSET MANAGEMENT INC 2,259 $232K 0.02% -130 13F-HR Timeline Callan Family Office, LLC More: the full row for Callan Family Office, LLC 2,248 $231K 0.02% -164 13F-HR Timeline HANCOCK WHITNEY CORP More: the full row for HANCOCK WHITNEY CORP 2,246 $231K 0.01% new 13F-HR Timeline Providence Capital Advisors, LLC More: the full row for Providence Capital Advisors, LLC 2,241 $230K 0.05% -47 13F-HR Timeline McGlone Suttner Wealth Management, Inc. More: the full row for McGlone Suttner Wealth Management, Inc. 2,234 $230K 0.04% +133 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 2,224 $229K <0.01% -1,455 13F-HR Timeline Group INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 2,218 $228K 0.01% +12 13F-HR Timeline Carolina Wealth Advisors, LLC More: the full row for Carolina Wealth Advisors, LLC 2,207 $227K 0.12% -3,275 13F-HR Timeline Colonial Trust Co / SC in group Colonial Trust Advisors More: the full row for Colonial Trust Co / SC 2,200 $226K 0.04% +29 13F-HR Timeline Group LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 2,158 $222K 0.01% +320 13F-HR Timeline Opal Wealth Advisors, LLC More: the full row for Opal Wealth Advisors, LLC 2,159 $222K 0.07% new 13F-HR Timeline STONEHAVEN WEALTH & TAX SOLUTIONS, LLC More: the full row for STONEHAVEN WEALTH & TAX SOLUTIONS, LLC 2,154 $221K 0.23% new 13F-HR Timeline GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 2,127 $219K 0.02% +24 13F-HR Timeline Integrated Investment Consultants, LLC More: the full row for Integrated Investment Consultants, LLC 2,127 $219K 0.04% 0 13F-HR/A Timeline SHERBROOKE PARK ADVISERS LLC More: the full row for SHERBROOKE PARK ADVISERS LLC 2,122 $218K 0.1% -1,857 13F-HR Timeline AMG National Trust Bank More: the full row for AMG National Trust Bank 2,121 $218K 0.01% 0 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 2,102 $216K <0.01% new 13F-HR Timeline EDMP, INC. More: the full row for EDMP, INC. 2,091 $215K 0.18% new 13F-HR Timeline Interchange Capital Partners, LLC More: the full row for Interchange Capital Partners, LLC 2,080 $214K 0.06% new 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 2,068 $213K 0.01% +107 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 2,069 $212K 0.04% -42 13F-HR Timeline Group MOODY NATIONAL BANK TRUST DIVISION in group MOODY NATIONAL BANK TRUST DIV… More: the full row for MOODY NATIONAL BANK TRUST DIVISION 2,035 $209K 0.02% -744 13F-HR Timeline Group JUNCTURE WEALTH STRATEGIES, LLC More: the full row for JUNCTURE WEALTH STRATEGIES, LLC 2,019 $208K 0.08% 0 13F-HR Timeline PARADIGM ASSET MANAGEMENT CO LLC More: the full row for PARADIGM ASSET MANAGEMENT CO LLC 2,000 $206K 0.05% 0 13F-HR Timeline BRIDGEWAY CAPITAL MANAGEMENT, LLC More: the full row for BRIDGEWAY CAPITAL MANAGEMENT, LLC 1,990 $205K 0.01% -15,360 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 2,066 $201K 0.01% new 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 1,945 $200K <0.01% -2 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 1,856 $191K 0.01% +322 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 1,803 $185K 0.04% +586 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 1,778 $182K 0.03% +40 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 1,699 $175K 0.02% -1,307 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 1,711 $174K 0.02% -383 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 1,672 $172K <0.01% -174 13F-HR Timeline Wayfinding Financial, LLC More: the full row for Wayfinding Financial, LLC 1,629 $167K 0.07% -899 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 1,627 $167K 0.11% +581 13F-HR Timeline First Eagle Investment Management, LLC in group First Eagle Investment Manage… More: the full row for First Eagle Investment Management, LLC 1,614 $166K <0.01% -1,225 13F-HR Timeline Group Peterson Wealth Services More: the full row for Peterson Wealth Services 1,550 $159K 0.05% -7 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 1,549 $159K <0.01% +32 13F-HR Timeline Park Square Financial Group, LLC More: the full row for Park Square Financial Group, LLC 1,539 $158K 0.13% -3 13F-HR Timeline OSSIAM More: the full row for OSSIAM 1,507 $155K <0.01% +403 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 1,495 $154K <0.01% -176 13F-HR Timeline Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 1,480 $152K 0.02% +528 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 1,472 $151K <0.01% 0 13F-HR Timeline Group GROUP ONE TRADING LLC More: the full row for GROUP ONE TRADING LLC 1,415 $145K 0.01% +828 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 1,380 $142K <0.01% -153 13F-HR Timeline Headlands Technologies LLC More: the full row for Headlands Technologies LLC 1,359 $140K 0.02% -2,239 13F-HR Timeline WESTPAC BANKING CORP in group WESTPAC BANKING CORP More: the full row for WESTPAC BANKING CORP 1,162 $119K 0.01% -30,973 13F-HR Timeline Group Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 1,058 $109K 0.07% 0 13F-HR Timeline DZ BANK AG Deutsche Zentral Genossensch… in group DZ BANK AG Deutsche Zentral G… More: the full row for DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 1,028 $106K <0.01% -2,341 13F-HR Timeline Group MEAG MUNICH ERGO, Kapitalanlagegesellsc… More: the full row for MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH 971 $99.8K <0.01% -374 13F-HR Timeline Pandora Wealth, Inc. More: the full row for Pandora Wealth, Inc. 947 $97.4K 0.06% 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 927 $95.3K 0.02% +483 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 909 $93.4K 0.01% +125 13F-HR/A Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 890 $91.7K 0.03% -27 13F-HR Timeline ADIRONDACK TRUST CO More: the full row for ADIRONDACK TRUST CO 815 $83.8K 0.03% 0 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 800 $82.2K 0.01% 0 13F-HR Timeline Sarver Vrooman Wealth Advisors More: the full row for Sarver Vrooman Wealth Advisors 773 $79.5K 0.05% 13F-HR Timeline Reyes Financial Architecture, Inc. More: the full row for Reyes Financial Architecture, Inc. 770 $79.2K 0.06% +228 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 760 $78.1K 0.01% +240 13F-HR Timeline Lindbrook Capital, LLC More: the full row for Lindbrook Capital, LLC 759 $78K 0.01% +261 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 757 $77.8K 0.01% 13F-HR Timeline General Partner, Inc. More: the full row for General Partner, Inc. 718 $73.8K 0.05% 0 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 705 $72.5K <0.01% +547 13F-HR Timeline Raiffeisen Bank International AG in group Raiffeisen Bank International… More: the full row for Raiffeisen Bank International AG 711 $72.3K <0.01% -6,100 13F-HR Timeline Group ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 664 $68.3K <0.01% +23 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 651 $67.1K <0.01% +2 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 637 $65.5K 0.01% +67 13F-HR Timeline Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 620 $63.7K 0.01% -439 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 612 $62.9K 0.02% -2,736 13F-HR Timeline SENTRY INVESTMENT MANAGEMENT LLC More: the full row for SENTRY INVESTMENT MANAGEMENT LLC 637 $61K 0.04% new 13F-HR Timeline Quarry LP More: the full row for Quarry LP 571 $58.7K 0.01% +174 13F-HR Timeline Morse Asset Management, Inc More: the full row for Morse Asset Management, Inc 570 $58.6K 0.01% -2,385 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 560 $57.6K 0.01% +57 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 529 $54.4K <0.01% +54 13F-HR Timeline Catalyst Capital Advisors LLC More: the full row for Catalyst Capital Advisors LLC 527 $54.2K <0.01% new 13F-HR Timeline AllSquare Wealth Management LLC More: the full row for AllSquare Wealth Management LLC 516 $53K 0.03% 0 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 516 $53K 0.04% -106 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 509 $51.4K 0.01% +13 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 500 $51.4K <0.01% 0 13F-HR Timeline Riggs Asset Managment Co. Inc. More: the full row for Riggs Asset Managment Co. Inc. 500 $51.4K 0.01% 0 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 492 $50.7K 0.03% +10 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 487 $50.2K 0.02% 0 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 480 $49.3K 0.01% +11 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 470 $48K 0.01% -31 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 456 $47K <0.01% +60 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 450 $46.3K 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 440 $45.2K <0.01% 0 13F-HR Timeline Group Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 440 $45.2K 0.01% 0 13F-HR Timeline Group Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 428 $44K 0.02% 0 13F-HR Timeline Longview Financial Advisors LLC More: the full row for Longview Financial Advisors LLC 426 $43.8K 0.03% -47 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 421 $43.4K <0.01% +72 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 410 $42.1K 0.01% 0 13F-HR Timeline