Mandatum Life Insurance Co Ltd More: the full row for Mandatum Life Insurance Co Ltd 35,850 $81K 0.02% -620 13F-HR Timeline Carr Financial Group Corp More: the full row for Carr Financial Group Corp 35,748 $80.8K 0.02% +26 13F-HR Timeline AMALGAMATED BANK More: the full row for AMALGAMATED BANK 35,389 $80K <0.01% 0 13F-HR Timeline IQ EQ FUND MANAGEMENT (IRELAND) Ltd More: the full row for IQ EQ FUND MANAGEMENT (IRELAND) Ltd 35,261 $79.7K 0.01% +499 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 34,660 $78.3K <0.01% +7,318 13F-HR Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 34,638 $78.3K <0.01% -100 13F-HR Timeline Group Samalin Investment Counsel, LLC More: the full row for Samalin Investment Counsel, LLC 34,500 $78K 0.03% -1,000 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 33,744 $76.3K <0.01% -26,870 13F-HR Timeline Group FAGAN ASSOCIATES, INC. More: the full row for FAGAN ASSOCIATES, INC. 33,661 $76.1K 0.01% 0 13F-HR Timeline SILVERLAKE WEALTH MANAGEMENT LLC More: the full row for SILVERLAKE WEALTH MANAGEMENT LLC 33,470 $75.6K 0.02% 0 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 32,155 $72.7K <0.01% -700 13F-HR Timeline Callan Family Office, LLC More: the full row for Callan Family Office, LLC 31,751 $71.8K <0.01% -9,246 13F-HR Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 31,071 $70.2K <0.01% +1,275 13F-HR Timeline Group BRAVE ASSET MANAGEMENT INC More: the full row for BRAVE ASSET MANAGEMENT INC 30,400 $68.7K 0.02% -10,000 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 30,360 $68.6K <0.01% +8,175 13F-HR Timeline Obermeyer Wealth Partners More: the full row for Obermeyer Wealth Partners 30,000 $67.8K <0.01% 0 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 27,958 $67.4K <0.01% -34,163 13F-HR Timeline SlateStone Wealth, LLC More: the full row for SlateStone Wealth, LLC 29,077 $66K 0.01% 0 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 29,105 $65.8K <0.01% +79 13F-HR Timeline MILESTONE ASSET MANAGEMENT, LLC More: the full row for MILESTONE ASSET MANAGEMENT, LLC 29,084 $65.7K 0.01% new 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 29,049 $65.7K <0.01% +214 13F-HR Timeline O'ROURKE & COMPANY, Inc More: the full row for O'ROURKE & COMPANY, Inc 28,166 $63.7K 0.03% 0 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 27,675 $62.5K 0.01% -462 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 27,195 $61.5K <0.01% +15,980 13F-HR Timeline EVERETT HARRIS & CO /CA/ More: the full row for EVERETT HARRIS & CO /CA/ 26,744 $60.4K <0.01% 0 13F-HR Timeline MILLER HOWARD INVESTMENTS INC /NY More: the full row for MILLER HOWARD INVESTMENTS INC /NY 26,637 $60.2K <0.01% new 13F-HR Timeline Krilogy Financial LLC More: the full row for Krilogy Financial LLC 20,725 $59.3K <0.01% 0 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 25,724 $58.1K <0.01% -9,230 13F-HR Timeline Group Balyasny Asset Management L.P. in group Balyasny Asset Management More: the full row for Balyasny Asset Management L.P. 24,637 $55.7K <0.01% -17,955 13F-HR Timeline Group Kilter Group LLC More: the full row for Kilter Group LLC 23,750 $53.7K 0.02% -1,000 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 23,689 $53.5K <0.01% 0 13F-HR/A Timeline PROFUND ADVISORS LLC More: the full row for PROFUND ADVISORS LLC 23,688 $53.5K <0.01% +1,822 13F-HR Timeline GM Advisory Group, LLC More: the full row for GM Advisory Group, LLC 23,314 $52.7K <0.01% new 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 23,301 $52.7K <0.01% +250 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 22,908 $51.8K <0.01% +9,467 13F-HR Timeline Measured Wealth Private Client Group, L… More: the full row for Measured Wealth Private Client Group, LLC 22,167 $50.1K 0.01% -14,413 13F-HR Timeline J. L. Bainbridge & Co., Inc. More: the full row for J. L. Bainbridge & Co., Inc. 21,683 $49K <0.01% +572 13F-HR Timeline Mirador Capital Partners LP More: the full row for Mirador Capital Partners LP 21,454 $48.5K 0.01% new 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 21,268 $48.1K <0.01% -354 13F-HR Timeline Group Farringdon Capital, Ltd. More: the full row for Farringdon Capital, Ltd. 20,605 $46.6K 0.01% new 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 20,129 $45.5K <0.01% +7,464 13F-HR Timeline Group Evercore Wealth Management, LLC More: the full row for Evercore Wealth Management, LLC 20,000 $45.2K <0.01% 0 13F-HR Timeline GPM Growth Investors, Inc. More: the full row for GPM Growth Investors, Inc. 20,000 $45.2K 0.02% new 13F-HR Timeline Raiffeisen Bank International AG in group Raiffeisen Bank International… More: the full row for Raiffeisen Bank International AG 20,780 $44.8K <0.01% 0 13F-HR Timeline Group Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 19,362 $43.8K <0.01% +1,361 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 18,926 $42.8K <0.01% +843 13F-HR Timeline Group Baader Bank Aktiengesellschaft More: the full row for Baader Bank Aktiengesellschaft 28,566 $42.4K <0.01% new 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 18,590 $42K <0.01% 0 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 18,494 $41.8K <0.01% +1,583 13F-HR Timeline Group TEACHER RETIREMENT SYSTEM OF TEXAS More: the full row for TEACHER RETIREMENT SYSTEM OF TEXAS 18,407 $41.6K <0.01% -18,787 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 18,379 $41.5K <0.01% +4,765 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 18,356 $41.5K <0.01% -1,529 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 17,310 $39K <0.01% +100 13F-HR Timeline Alliance Wealth Advisors, LLC More: the full row for Alliance Wealth Advisors, LLC 16,958 $38.3K 0.02% 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 17,462 $38.1K <0.01% -259,343 13F-HR Timeline Group RETIREMENT PLANNING GROUP, LLC / NY More: the full row for RETIREMENT PLANNING GROUP, LLC / NY 16,827 $38K 0.02% +239 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 16,733 $37.8K <0.01% +7,191 13F-HR Timeline Group SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 16,613 $37.5K <0.01% 0 13F-HR Timeline Sustainable Insight Capital Management,… More: the full row for Sustainable Insight Capital Management, LLC 16,200 $36.6K 0.01% +300 13F-HR Timeline YOUSIF CAPITAL MANAGEMENT, LLC More: the full row for YOUSIF CAPITAL MANAGEMENT, LLC 15,869 $35.9K <0.01% +2,552 13F-HR Timeline Manatuck Hill Partners, LLC More: the full row for Manatuck Hill Partners, LLC 15,750 $35.6K 0.01% new 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 15,632 $35.2K <0.01% -141 13F-HR Timeline Cordgrass Capital Advisors, LLC More: the full row for Cordgrass Capital Advisors, LLC 15,500 $35K 0.01% new 13F-HR Timeline Bouchey Financial Group, Ltd. More: the full row for Bouchey Financial Group, Ltd. 12,551 $34.4K <0.01% +2,108 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 15,200 $34.4K <0.01% -24,800 13F-HR Timeline Encompass More Asset Management More: the full row for Encompass More Asset Management 15,026 $34K 0.01% +1,180 13F-HR Timeline Bridgewealth Advisory Group, LLC More: the full row for Bridgewealth Advisory Group, LLC 15,000 $33.9K 0.01% 0 13F-HR Timeline First Affirmative Financial Network More: the full row for First Affirmative Financial Network 14,785 $33.4K 0.01% 13F-HR/A Timeline AZZAD ASSET MANAGEMENT INC /ADV More: the full row for AZZAD ASSET MANAGEMENT INC /ADV 14,678 $33.2K <0.01% +1,300 13F-HR Timeline DUTCH ASSET Corp More: the full row for DUTCH ASSET Corp 14,642 $33.1K 0.02% 0 13F-HR Timeline Procyon Advisors, LLC More: the full row for Procyon Advisors, LLC 14,535 $32.8K <0.01% 0 13F-HR Timeline CONTINUUM WEALTH ADVISORS, LLC More: the full row for CONTINUUM WEALTH ADVISORS, LLC 14,500 $32.8K 0.01% 0 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 14,160 $32K <0.01% +1,277 13F-HR Timeline Group Independent Advisor Alliance More: the full row for Independent Advisor Alliance 14,138 $32K <0.01% -991 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 14,129 $31.9K <0.01% -1,398 13F-HR Timeline CAPSTONE INVESTMENT ADVISORS, LLC in group CAPSTONE INVESTMENT ADVISORS,… More: the full row for CAPSTONE INVESTMENT ADVISORS, LLC 14,007 $31.7K <0.01% 0 13F-HR Timeline Group Sigma Planning Corp More: the full row for Sigma Planning Corp 13,991 $31.6K <0.01% -10,692 13F-HR Timeline Intellectus Partners, LLC More: the full row for Intellectus Partners, LLC 13,900 $31.4K 0.01% 0 13F-HR Timeline Quantbot Technologies LP More: the full row for Quantbot Technologies LP 13,814 $31.2K <0.01% new 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 13,632 $30.8K <0.01% +1,950 13F-HR Timeline Banco Santander, S.A. in group Banco Santander, S.A. More: the full row for Banco Santander, S.A. 13,274 $30K <0.01% 0 13F-HR Timeline Group NISA INVESTMENT ADVISORS, LLC More: the full row for NISA INVESTMENT ADVISORS, LLC 13,211 $29.9K <0.01% -15,221 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 13,055 $29.5K <0.01% +2,750 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 12,980 $29.3K <0.01% new 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 12,893 $29.1K <0.01% +210 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 12,820 $29K <0.01% -380 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 12,500 $28.2K <0.01% 0 13F-HR Timeline Resurgent Financial Advisors LLC More: the full row for Resurgent Financial Advisors LLC 12,500 $28.2K 0.01% new 13F-HR Timeline Meeder Advisory Services, Inc. in group Meeder Advisory Services, Inc. More: the full row for Meeder Advisory Services, Inc. 12,414 $28.1K <0.01% 0 13F-HR Timeline Group US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 12,358 $27.9K <0.01% -8 13F-HR Timeline Group Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 12,071 $27.3K <0.01% +1,877 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 11,960 $27K <0.01% -860 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 11,907 $26.9K <0.01% -42,315 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 11,802 $26.7K <0.01% +208 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 12,327 $26.4K <0.01% +293 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 11,546 $26.1K <0.01% +1,221 13F-HR Timeline Group Arrowpoint Investment Partners (Singapo… in group Arrowpoint Investment Partner… More: the full row for Arrowpoint Investment Partners (Singapore) Pte. Ltd. 11,208 $25.3K 0.04% new 13F-HR Timeline Group Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 11,182 $25.3K <0.01% +10 13F-HR Timeline Indivisible Partners More: the full row for Indivisible Partners 11,073 $25K <0.01% +100 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 11,020 $24.9K <0.01% -9,090 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 11,000 $24.9K 0.01% -2,000 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 11,197 $24.8K <0.01% new 13F-HR/A Timeline Group Cypress Wealth Services, LLC More: the full row for Cypress Wealth Services, LLC 10,648 $24.1K <0.01% 0 13F-HR Timeline LMR Partners LLP in group LMR Partners LLP More: the full row for LMR Partners LLP 10,558 $23.9K <0.01% 0 13F-HR Timeline Group Allworth Financial LP More: the full row for Allworth Financial LP 10,547 $23.8K <0.01% +2,497 13F-HR Timeline Fiscal Wisdom Wealth Management, LLC More: the full row for Fiscal Wisdom Wealth Management, LLC 10,500 $23.7K 0.02% 0 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 10,479 $23.7K <0.01% new 13F-HR Timeline LCM Capital Management Inc More: the full row for LCM Capital Management Inc 10,425 $23.6K 0.01% 0 13F-HR Timeline PARTNERS WEALTH MANAGEMENT, LLC More: the full row for PARTNERS WEALTH MANAGEMENT, LLC 10,395 $23.5K 0.02% 0 13F-HR Timeline V2 Financial group LLC More: the full row for V2 Financial group LLC 10,300 $23.3K 0.01% 0 13F-HR Timeline OpenArc Corporate Advisory, LLC More: the full row for OpenArc Corporate Advisory, LLC 10,295 $23.3K <0.01% new 13F-HR Timeline MRA Advisory Group More: the full row for MRA Advisory Group 10,289 $23.3K 0.01% 0 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 10,312 $23.2K <0.01% -2,500 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 10,056 $23K <0.01% 0 13F-HR Timeline Group PDS Planning, Inc More: the full row for PDS Planning, Inc 10,040 $22.7K <0.01% new 13F-HR Timeline Bahl & Gaynor LLC More: the full row for Bahl & Gaynor LLC 10,000 $22.6K <0.01% 0 13F-HR Timeline MAIRS & POWER INC More: the full row for MAIRS & POWER INC 10,000 $22.6K <0.01% 0 13F-HR Timeline Douglas Lane & Associates, LLC More: the full row for Douglas Lane & Associates, LLC 10,000 $22.6K <0.01% 0 13F-HR Timeline Legacy Capital Wealth Partners, LLC More: the full row for Legacy Capital Wealth Partners, LLC 10,000 $22.6K <0.01% 0 13F-HR Timeline Greenland Capital Management LP More: the full row for Greenland Capital Management LP 10,000 $22.6K <0.01% 0 13F-HR Timeline DKM Wealth Management, Inc. More: the full row for DKM Wealth Management, Inc. 10,000 $22.6K 0.02% new 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 10,000 $22.6K 0.01% 0 13F-HR Timeline STRS OHIO More: the full row for STRS OHIO 9,100 $20.6K <0.01% new 13F-HR Timeline EFG International AG in group EFG International AG More: the full row for EFG International AG 8,000 $18.1K <0.01% +341 13F-HR Timeline Group Quent Capital, LLC More: the full row for Quent Capital, LLC 7,833 $17.7K <0.01% 0 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 7,415 $16.8K <0.01% +44 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 7,173 $16.2K <0.01% -2,097 13F-HR Timeline Group Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 7,131 $16.1K <0.01% -300 13F-HR Timeline Global X Japan Co., Ltd. More: the full row for Global X Japan Co., Ltd. 6,600 $14.9K <0.01% -742 13F-HR Timeline Kings Path Partners LLC More: the full row for Kings Path Partners LLC 6,520 $14.7K 0.01% 0 13F-HR/A Timeline Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 6,489 $14K <0.01% +207 13F-HR Timeline Group Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 5,788 $13K <0.01% -30,905 13F-HR Timeline Scarborough Advisors, LLC More: the full row for Scarborough Advisors, LLC 5,763 $13K <0.01% +100 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 5,623 $12.7K <0.01% +1,023 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 5,313 $12K <0.01% +3,135 13F-HR/A Timeline Group SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 5,244 $11.9K <0.01% +1,333 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 5,231 $11.8K <0.01% 0 13F-HR Timeline Graney & King, LLC More: the full row for Graney & King, LLC 4,555 $10.3K 0.01% 0 13F-HR Timeline HOEY INVESTMENTS, INC More: the full row for HOEY INVESTMENTS, INC 4,232 $9.56K <0.01% -214 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 4,000 $9.04K <0.01% +500 13F-HR Timeline Vision Retirement, LLC More: the full row for Vision Retirement, LLC 4,000 $9.04K <0.01% 0 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 3,306 $7.47K <0.01% +1,577 13F-HR Timeline LOS ANGELES CAPITAL MANAGEMENT LLC More: the full row for LOS ANGELES CAPITAL MANAGEMENT LLC 3,240 $7.32K <0.01% new 13F-HR Timeline Anfield Capital Management, LLC in group Anfield Capital Management, L… More: the full row for Anfield Capital Management, LLC 3,200 $7.23K <0.01% 0 13F-HR Timeline Group Covestor Ltd More: the full row for Covestor Ltd 3,305 $7K <0.01% -2,682 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 3,000 $7K <0.01% 0 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 3,000 $6.78K <0.01% 0 13F-HR Timeline Signature Resources Capital Management,… More: the full row for Signature Resources Capital Management, LLC 3,000 $6.78K <0.01% 0 13F-HR Timeline DAGCO, INC. More: the full row for DAGCO, INC. 2,775 $6.27K <0.01% 0 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 2,690 $6.08K <0.01% +240 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 2,650 $5.99K <0.01% +1,650 13F-HR/A Timeline CHESAPEAKE ASSET MANAGEMENT LLC More: the full row for CHESAPEAKE ASSET MANAGEMENT LLC 2,415 $5.46K <0.01% 0 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 2,405 $5.43K <0.01% +960 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 2,298 $5.19K <0.01% new 13F-HR/A Timeline SHP Wealth Management More: the full row for SHP Wealth Management 2,249 $5.08K <0.01% +465 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 2,096 $4.74K <0.01% new 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 2,020 $4.57K <0.01% 0 13F-HR Timeline Hyposwiss Advisors SA More: the full row for Hyposwiss Advisors SA 2,000 $4.52K <0.01% new 13F-HR Timeline Community Financial Services Group, LLC More: the full row for Community Financial Services Group, LLC 2,000 $4.5K <0.01% new 13F-HR Timeline WELLINGTON-ALTUS USA INC. More: the full row for WELLINGTON-ALTUS USA INC. 1,600 $4.34K <0.01% 0 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 1,573 $3.56K <0.01% -55 13F-HR Timeline PFS Partners, LLC More: the full row for PFS Partners, LLC 1,500 $3.39K <0.01% 0 13F-HR Timeline ADIRONDACK TRUST CO More: the full row for ADIRONDACK TRUST CO 1,500 $3.38K <0.01% 0 13F-HR Timeline PlanVest Financial, Inc More: the full row for PlanVest Financial, Inc 1,329 $3K <0.01% 13F-HR Timeline Elequin Capital, LP More: the full row for Elequin Capital, LP 1,209 $2.73K <0.01% -1,796 13F-HR Timeline Your Advocates Ltd., LLP More: the full row for Your Advocates Ltd., LLP 1,185 $2.68K <0.01% 0 13F-HR Timeline Community Bank, N.A. More: the full row for Community Bank, N.A. 1,000 $2.25K <0.01% 0 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 845 $1.91K <0.01% 0 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 844 $1.91K <0.01% -321 13F-HR/A Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 831 $1.88K <0.01% 0 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 800 $1.81K <0.01% +500 13F-HR Timeline Group Groupe la Francaise in group Groupe la Francaise More: the full row for Groupe la Francaise 821 $1.72K <0.01% +600 13F-HR Timeline Group MARK SHEPTOFF FINANCIAL PLANNING, LLC More: the full row for MARK SHEPTOFF FINANCIAL PLANNING, LLC 510 $1.69K <0.01% 0 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 683 $1.54K <0.01% 0 13F-HR Timeline STANCE CAPITAL LLC More: the full row for STANCE CAPITAL LLC 650 $1.47K <0.01% new 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 588 $1.33K <0.01% 0 13F-HR Timeline Steigerwald, Gordon & Koch Inc. More: the full row for Steigerwald, Gordon & Koch Inc. 550 $1.24K <0.01% 0 13F-HR Timeline Colonial Trust Advisors in group Colonial Trust Advisors More: the full row for Colonial Trust Advisors 500 $1.13K <0.01% 0 13F-HR Timeline Group Investors Research Corp More: the full row for Investors Research Corp 500 $1.13K <0.01% 0 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 500 $1.13K <0.01% 0 13F-HR Timeline Banque Transatlantique SA in group Banque Transatlantique SA More: the full row for Banque Transatlantique SA 490 $1.11K <0.01% 0 13F-HR Timeline Group Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 465 $1.05K <0.01% 0 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 500 $1K <0.01% -500 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 422 $943 <0.01% -29 13F-HR Timeline Quarry LP More: the full row for Quarry LP 413 $933 <0.01% +148 13F-HR Timeline Marshall & Sterling Wealth Advisors Inc. More: the full row for Marshall & Sterling Wealth Advisors Inc. 400 $904 <0.01% 0 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 399 $902 <0.01% 0 13F-HR Timeline BFSG, LLC More: the full row for BFSG, LLC 382 $864 <0.01% 0 13F-HR Timeline MCGUIRE CAPITAL ADVISORS INC More: the full row for MCGUIRE CAPITAL ADVISORS INC 358 $809 <0.01% new 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 350 $791 <0.01% 0 13F-HR Timeline Synergy Investment Management, LLC More: the full row for Synergy Investment Management, LLC 315 $712 <0.01% new 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 300 $678 <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Asset Dedication, LLC More: the full row for Asset Dedication, LLC 300 $678 <0.01% new 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 264 $596 <0.01% -37 13F-HR Timeline Group CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 260 $588 <0.01% 0 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 250 $565 <0.01% new 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 250 $565 <0.01% 0 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 245 $554 <0.01% +65 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 235 $531 <0.01% 0 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 217 $491 <0.01% new 13F-HR Timeline