HEADINVEST, LLC More: the full row for HEADINVEST, LLC 9,500 $886K 0.18% 0 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 9,472 $884K <0.01% +6,938 13F-HR Timeline Group TCTC Holdings, LLC in group TCTC Holdings, LLC More: the full row for TCTC Holdings, LLC 9,422 $879K 0.03% 0 13F-HR Timeline Group BKM Wealth Management, LLC More: the full row for BKM Wealth Management, LLC 9,350 $872K 0.32% new 13F-HR Timeline Redwood Wealth Management Group, LLC More: the full row for Redwood Wealth Management Group, LLC 9,326 $870K 0.38% -647 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 9,274 $865K 0.09% +1,828 13F-HR Timeline ARGONAUTICA PRIVATE WEALTH MANAGEMENT, … More: the full row for ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC 9,207 $859K 0.26% +508 13F-HR Timeline CIBC Asset Management Inc More: the full row for CIBC Asset Management Inc 9,147 $853K <0.01% +105 13F-HR Timeline Rathbones Group PLC More: the full row for Rathbones Group PLC 9,125 $851K <0.01% -5,220 13F-HR/A Timeline AMG National Trust Bank More: the full row for AMG National Trust Bank 8,998 $839K 0.02% +2,047 13F-HR Timeline JUNCTURE WEALTH STRATEGIES, LLC More: the full row for JUNCTURE WEALTH STRATEGIES, LLC 8,905 $831K 0.28% -306 13F-HR Timeline SUMMIT SECURITIES GROUP LLC More: the full row for SUMMIT SECURITIES GROUP LLC 8,900 $830K 0.4% +6,300 13F-HR Timeline Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 8,898 $830K 0.05% -611 13F-HR Timeline Group TRED AVON FAMILY WEALTH, LLC More: the full row for TRED AVON FAMILY WEALTH, LLC 8,760 $817K 0.27% -1,425 13F-HR Timeline Octavia Wealth Advisors, LLC More: the full row for Octavia Wealth Advisors, LLC 8,517 $816K 0.08% +186 13F-HR Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 8,680 $810K <0.01% -990 13F-HR Timeline Group Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 8,612 $803K 0.01% +2,189 13F-HR/A Timeline Legacy Wealth Asset Management, LLC More: the full row for Legacy Wealth Asset Management, LLC 8,401 $784K 0.19% -13 13F-HR Timeline SHELTON CAPITAL MANAGEMENT More: the full row for SHELTON CAPITAL MANAGEMENT 8,390 $783K 0.02% 0 13F-HR Timeline VectorGlobal IAG, Inc. More: the full row for VectorGlobal IAG, Inc. 8,349 $779K 0.2% 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 8,282 $773K 0.05% +1,313 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 8,238 $769K 0.01% +484 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 8,210 $766K 0.01% +939 13F-HR Timeline Fractal Investments LLC More: the full row for Fractal Investments LLC 8,200 $765K 0.09% 0 13F-HR Timeline One Wealth Advisors, LLC More: the full row for One Wealth Advisors, LLC 8,190 $764K 0.1% +160 13F-HR Timeline McAlvany Wealth Management LLC More: the full row for McAlvany Wealth Management LLC 8,558 $760K 0.51% +436 13F-HR/A Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 7,131 $751K 0.02% +243 13F-HR Timeline Core Wealth Partners LLC More: the full row for Core Wealth Partners LLC 8,000 $746K 0.35% 0 13F-HR Timeline RH Tailwind Management, LLC More: the full row for RH Tailwind Management, LLC 8,000 $746K 0.39% new 13F-HR Timeline Fund Advisors of America Inc/FL More: the full row for Fund Advisors of America Inc/FL 7,967 $743K 0.75% -52 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 7,937 $740K 0.02% -256 13F-HR Timeline WNY Asset Management, LLC More: the full row for WNY Asset Management, LLC 7,932 $740K 0.08% 13F-HR Timeline GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 7,917 $739K 0.14% -100 13F-HR Timeline Cordatus Wealth Management LLC More: the full row for Cordatus Wealth Management LLC 7,809 $728K 0.17% +31 13F-HR Timeline X-Square Capital, LLC More: the full row for X-Square Capital, LLC 7,786 $726K 0.24% +293 13F-HR Timeline LaSalle St. Investment Advisors, LLC More: the full row for LaSalle St. Investment Advisors, LLC 7,725 $721K 0.1% +363 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 7,685 $717K 0.02% +361 13F-HR Timeline L & S Advisors Inc More: the full row for L & S Advisors Inc 7,637 $712K 0.09% -89,504 13F-HR Timeline LongView Wealth Management More: the full row for LongView Wealth Management 7,168 $709K 0.18% -254 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 7,567 $706K <0.01% -436 13F-HR Timeline Group Karras Company, Inc. More: the full row for Karras Company, Inc. 7,547 $704K 0.71% -250 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 7,540 $703K 0.04% +3,298 13F-HR Timeline Henshaw Capital LLC More: the full row for Henshaw Capital LLC 7,528 $702K 0.03% 0 13F-HR Timeline Compagnie Lombard Odier SCmA More: the full row for Compagnie Lombard Odier SCmA 7,500 $700K 0.01% -1,000 13F-HR Timeline Rothschild Wealth LLC More: the full row for Rothschild Wealth LLC 7,424 $693K 0.06% +2,159 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 7,298 $681K 0.01% -11,551 13F-HR Timeline Group COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 7,293 $680K 0.01% +2,571 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 7,219 $673K <0.01% -2,821 13F-HR Timeline BANK OF NOVA SCOTIA in group BANK OF NOVA SCOTIA More: the full row for BANK OF NOVA SCOTIA 7,197 $671K <0.01% -15,293 13F-HR Timeline Group TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 7,183 $670K 0.01% -50 13F-HR Timeline Intesa Sanpaolo Wealth Management in group Intesa Sanpaolo S.p.A. More: the full row for Intesa Sanpaolo Wealth Management 7,105 $663K 0.16% -860 13F-HR Timeline Group Rossby Financial, LCC More: the full row for Rossby Financial, LCC 6,971 $661K 0.14% +772 13F-HR Timeline Capula Management Ltd in group Capula Management Ltd More: the full row for Capula Management Ltd 7,020 $655K 0.01% new 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 6,994 $655K 0.01% +2,442 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 7,005 $654K <0.01% +923 13F-HR Timeline Corps Capital Advisors, LLC More: the full row for Corps Capital Advisors, LLC 6,946 $648K 0.56% +1,986 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 6,943 $648K <0.01% +2,804 13F-HR Timeline Inspire Investing, LLC group of 2 filers holding More: the full row for Inspire Investing, LLC 6,921 $646K -1,744 Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 6,917 $645K 0.04% +6 13F-HR Timeline Empirical Financial Services, LLC d.b.a… More: the full row for Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 6,859 $640K 0.01% -110 13F-HR Timeline DIVERSIFY WEALTH MANAGEMENT, LLC in group Diversify Advisory Services, … More: the full row for DIVERSIFY WEALTH MANAGEMENT, LLC 6,628 $640K 0.01% new 13F-HR Timeline Group SUMMITRY LLC More: the full row for SUMMITRY LLC 6,830 $637K 0.02% +351 13F-HR/A Timeline Norris Financial Group, LLC More: the full row for Norris Financial Group, LLC 6,814 $636K 0.21% -21,586 13F-HR Timeline DIVERSIFIED MANAGEMENT INC More: the full row for DIVERSIFIED MANAGEMENT INC 6,743 $629K 0.11% new 13F-HR Timeline Lester Murray Antman dba SimplyRich More: the full row for Lester Murray Antman dba SimplyRich 6,721 $627K 0.16% -70 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 6,669 $622K 0.01% +772 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 6,650 $620K <0.01% -6,517 13F-HR Timeline XML Financial, LLC More: the full row for XML Financial, LLC 6,615 $617K 0.05% 0 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 6,573 $613K 0.01% +1,104 13F-HR Timeline Ethic Inc. More: the full row for Ethic Inc. 6,523 $609K 0.01% +1,151 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 6,494 $606K 0.03% 0 13F-HR Timeline Ameliora Wealth Management Ltd. More: the full row for Ameliora Wealth Management Ltd. 6,480 $605K 0.19% 0 13F-HR Timeline Henry James International Management In… More: the full row for Henry James International Management Inc. 6,376 $595K 0.21% +67 13F-HR Timeline BankChampaign, National Association More: the full row for BankChampaign, National Association 6,364 $594K 0.59% new 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 6,362 $594K 0.03% +101 13F-HR Timeline CIBC Bancorp USA Inc. in group CIBC Bancorp USA Inc. More: the full row for CIBC Bancorp USA Inc. 5,840 $591K <0.01% 13F-HR Timeline Group Tandem Financial, LLC More: the full row for Tandem Financial, LLC 6,143 $589K 0.2% +1,601 13F-HR Timeline United Community Bank in group United Community Bank More: the full row for United Community Bank 6,288 $587K 0.2% +230 13F-HR Timeline Group Triangle Securities Wealth Management More: the full row for Triangle Securities Wealth Management 6,267 $585K 0.13% -52 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 5,264 $576K 0.02% new 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 6,144 $575K 0.03% +1,551 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 6,157 $574K 0.01% +779 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 6,108 $570K 0.02% +340 13F-HR Timeline HUNTER ASSOCIATES INVESTMENT MANAGEMENT… More: the full row for HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC 6,100 $569K 0.08% -6,400 13F-HR Timeline GLENMEDE TRUST CO NA in group GLENMEDE TRUST CO NA More: the full row for GLENMEDE TRUST CO NA 6,055 $565K <0.01% -323 13F-HR Timeline Group Quinn Opportunity Partners LLC More: the full row for Quinn Opportunity Partners LLC 6,000 $560K 0.03% -11,120 13F-HR Timeline West Family Investments, Inc. More: the full row for West Family Investments, Inc. 5,983 $558K 0.2% -2,235 13F-HR Timeline May Hill Capital, LLC More: the full row for May Hill Capital, LLC 5,965 $556K 0.14% +693 13F-HR Timeline ANCHYRA PARTNERS LLC More: the full row for ANCHYRA PARTNERS LLC 5,931 $553K 0.17% +390 13F-HR Timeline RNC CAPITAL MANAGEMENT LLC More: the full row for RNC CAPITAL MANAGEMENT LLC 5,905 $551K 0.02% +283 13F-HR Timeline Gallacher Capital Management LLC More: the full row for Gallacher Capital Management LLC 5,900 $550K 0.21% -2,434 13F-HR Timeline Ridge Creek Global, Inc More: the full row for Ridge Creek Global, Inc 5,875 $548K 0.46% 0 13F-HR Timeline TRUST POINT INC. More: the full row for TRUST POINT INC. 5,871 $548K 0.05% +2,021 13F-HR Timeline INGALLS & SNYDER LLC More: the full row for INGALLS & SNYDER LLC 5,836 $544K 0.02% 0 13F-HR Timeline Legacy Edge Advisors, LLC More: the full row for Legacy Edge Advisors, LLC 5,813 $542K 0.06% -13 13F-HR Timeline Baker Ellis Asset Management LLC More: the full row for Baker Ellis Asset Management LLC 5,800 $541K 0.06% -2,800 13F-HR Timeline Banco BTG Pactual S.A. More: the full row for Banco BTG Pactual S.A. 5,800 $541K 0.11% new 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 5,784 $540K 0.01% +440 13F-HR Timeline American Institute for Advanced Investm… More: the full row for American Institute for Advanced Investment Management, LLP 5,765 $538K 0.35% new 13F-HR Timeline MIRAMONTES CAPITAL, LLC More: the full row for MIRAMONTES CAPITAL, LLC 5,764 $538K 0.19% new 13F-HR Timeline Marex Group Ltd in group Marex Group Ltd More: the full row for Marex Group Ltd 5,758 $537K 0.01% new 13F-HR Timeline Group Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 5,751 $536K 0.04% -29 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 5,750 $536K 0.13% 0 13F-HR Timeline Cohen Investment Advisors LLC More: the full row for Cohen Investment Advisors LLC 5,724 $534K 0.25% -1,523 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 5,670 $529K 0.03% +450 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 5,646 $527K 0.05% new 13F-HR Timeline Dorato Capital Management More: the full row for Dorato Capital Management 5,331 $525K 0.39% +100 13F-HR Timeline EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 5,551 $518K <0.01% +1,853 13F-HR Timeline Purkiss Capital Advisors LLC More: the full row for Purkiss Capital Advisors LLC 5,480 $511K 0.22% -68 13F-HR Timeline POTENTIA WEALTH More: the full row for POTENTIA WEALTH 5,345 $499K 0.19% +585 13F-HR Timeline Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 4,414 $495K 0.03% +324 13F-HR Timeline Aspen Wealth Strategies, LLC More: the full row for Aspen Wealth Strategies, LLC 5,292 $494K 0.27% -285 13F-HR Timeline CARY STREET PARTNERS ASSET MANAGEMENT L… group of 2 filers holding More: the full row for CARY STREET PARTNERS ASSET MANAGEMENT LLC 5,213 $486K +126 Timeline Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 5,185 $484K 0.01% +1,174 13F-HR Timeline Group Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 5,147 $480K <0.01% -75 13F-HR Timeline Group CoreCommodity Management, LLC More: the full row for CoreCommodity Management, LLC 5,142 $480K 0.09% -1,748 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 5,134 $479K 0.01% +1,544 13F-HR/A Timeline Group EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 5,090 $475K <0.01% -414 13F-HR Timeline Comprehensive Money Management Services… More: the full row for Comprehensive Money Management Services LLC 5,083 $474K 0.31% +100 13F-HR Timeline Vontobel Holding Ltd. in group Vontobel Holding Ltd. More: the full row for Vontobel Holding Ltd. 5,001 $467K <0.01% -839 13F-HR Timeline Group Legal Advantage Investments, Inc. More: the full row for Legal Advantage Investments, Inc. 5,000 $466K 0.24% -300 13F-HR Timeline KITCHING PARTNERS, LLC More: the full row for KITCHING PARTNERS, LLC 5,000 $466K 0.43% new 13F-HR Timeline Titan Wealth (CI) Ltd in group Titan Investment Solutions Ltd More: the full row for Titan Wealth (CI) Ltd 5,000 $466K 0.2% -3,450 13F-HR Timeline Group Portside Wealth Group, LLC More: the full row for Portside Wealth Group, LLC 4,971 $464K 0.06% new 13F-HR Timeline Providence First Trust Co More: the full row for Providence First Trust Co 4,957 $462K 0.16% +700 13F-HR Timeline FIDUCIARY FINANCIAL GROUP, LLC More: the full row for FIDUCIARY FINANCIAL GROUP, LLC 4,947 $462K 0.06% -62 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 4,813 $461K 0.02% -406 13F-HR Timeline Group Parvin Asset Management, LLC More: the full row for Parvin Asset Management, LLC 4,905 $458K 0.34% +675 13F-HR Timeline UHLMANN PRICE SECURITIES, LLC More: the full row for UHLMANN PRICE SECURITIES, LLC 4,912 $456K 0.03% +1 13F-HR Timeline Allianz SE in group Allianz SE More: the full row for Allianz SE 4,884 $456K 0.01% -639 13F-HR Timeline Group Autumn Glory Partners, LLC More: the full row for Autumn Glory Partners, LLC 4,855 $453K 0.17% 0 13F-HR Timeline Summit Global Investments in group Summit Global Investments More: the full row for Summit Global Investments 4,787 $447K 0.03% -1,363 13F-HR Timeline Group PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 4,750 $443K 0.01% +1,498 13F-HR Timeline Group Walker Asset Management, LLC More: the full row for Walker Asset Management, LLC 4,746 $443K 0.24% 0 13F-HR Timeline Frec Markets, Inc. in group Frec Markets, Inc. More: the full row for Frec Markets, Inc. 4,694 $438K 0.07% +759 13F-HR Timeline Group MARATHON CAPITAL MANAGEMENT More: the full row for MARATHON CAPITAL MANAGEMENT 4,657 $434K 0.1% -1,174 13F-HR Timeline KDT Advisors, LLC More: the full row for KDT Advisors, LLC 4,651 $434K 0.69% -1,500 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 4,640 $433K 0.02% +1,161 13F-HR Timeline PARSONS CAPITAL MANAGEMENT INC/RI More: the full row for PARSONS CAPITAL MANAGEMENT INC/RI 4,625 $431K 0.02% 0 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 4,597 $429K 0.02% +79 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 4,552 $425K 0.01% +102 13F-HR Timeline KINTRA WEALTH, LLC More: the full row for KINTRA WEALTH, LLC 4,550 $425K 0.03% new 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 4,547 $424K 0.03% -307 13F-HR Timeline GATEWAY INVESTMENT ADVISERS LLC More: the full row for GATEWAY INVESTMENT ADVISERS LLC 4,514 $421K <0.01% new 13F-HR Timeline Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 4,282 $421K 0.05% -1,655 13F-HR Timeline Freestone Capital Holdings, LLC in group Freestone Capital Holdings, L… More: the full row for Freestone Capital Holdings, LLC 4,507 $420K 0.01% -2,351 13F-HR Timeline Group Oppenheimer & Close, LLC More: the full row for Oppenheimer & Close, LLC 4,500 $420K 0.26% 0 13F-HR Timeline EFG International AG in group EFG International AG More: the full row for EFG International AG 4,472 $417K 0.01% -474 13F-HR Timeline Group BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 4,225 $417K 0.01% 0 13F-HR Timeline Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 4,462 $416K 0.01% +623 13F-HR Timeline Capital International Investors in group Capital International Investo… More: the full row for Capital International Investors 4,611 $410K <0.01% -488,808 13F-HR Timeline Group Invesco Ltd. in group Invesco Ltd. More: the full row for Invesco Ltd. 4,384 $409K <0.01% +1,605 13F-HR Timeline Group Solstein Capital, LLC More: the full row for Solstein Capital, LLC 4,368 $407K 0.17% 0 13F-HR Timeline Solitude Financial Services More: the full row for Solitude Financial Services 4,100 $404K 0.12% -2,800 13F-HR Timeline Foster Victor Wealth Advisors, LLC More: the full row for Foster Victor Wealth Advisors, LLC 4,050 $400K 0.02% -347 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 4,292 $400K 0.01% -970 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 4,274 $399K 0.01% +55 13F-HR Timeline Group Wealth Quarterback LLC More: the full row for Wealth Quarterback LLC 4,255 $397K 0.16% -2,277 13F-HR Timeline Dynasty Wealth Management, LLC More: the full row for Dynasty Wealth Management, LLC 4,245 $396K <0.01% -148 13F-HR Timeline S Harris Financial Group, LLC More: the full row for S Harris Financial Group, LLC 4,233 $395K 0.36% +36 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 4,202 $392K 0.03% +291 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 4,183 $390K 0.04% new 13F-HR Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 4,182 $390K 0.02% -100 13F-HR Timeline Marshall & Sterling Wealth Advisors Inc. More: the full row for Marshall & Sterling Wealth Advisors Inc. 4,155 $388K 0.25% new 13F-HR Timeline Sivia Capital Partners, LLC More: the full row for Sivia Capital Partners, LLC 4,150 $387K 0.08% +1,270 13F-HR Timeline PRINCETON CAPITAL MANAGEMENT LLC More: the full row for PRINCETON CAPITAL MANAGEMENT LLC 4,093 $382K 0.1% +131 13F-HR Timeline Castle Rock Wealth Management, LLC More: the full row for Castle Rock Wealth Management, LLC 3,993 $377K 0.08% -41 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 4,035 $376K <0.01% new 13F-HR Timeline VIKING FUND MANAGEMENT LLC More: the full row for VIKING FUND MANAGEMENT LLC 4,000 $373K 0.04% 0 13F-HR Timeline EADS & HEALD WEALTH MANAGEMENT More: the full row for EADS & HEALD WEALTH MANAGEMENT 3,997 $373K 0.19% -70 13F-HR Timeline FOCUSED ALPHA, LLC More: the full row for FOCUSED ALPHA, LLC 3,994 $373K 0.12% +408 13F-HR Timeline SAGE RHINO CAPITAL LLC More: the full row for SAGE RHINO CAPITAL LLC 3,991 $372K 0.07% +88 13F-HR Timeline Nicholas Hoffman & Company, LLC. More: the full row for Nicholas Hoffman & Company, LLC. 3,955 $369K 0.01% +340 13F-HR Timeline STATE STREET CORP in group STATE STREET CORP More: the full row for STATE STREET CORP 3,849 $369K <0.01% 0 13F-HR Timeline Group Knollwood Investment Advisory, LLC More: the full row for Knollwood Investment Advisory, LLC 3,950 $368K 0.04% 0 13F-HR Timeline Fiduciary Alliance LLC More: the full row for Fiduciary Alliance LLC 3,724 $367K 0.02% +1,165 13F-HR Timeline AGF MANAGEMENT LTD in group AGF MANAGEMENT LTD More: the full row for AGF MANAGEMENT LTD 3,900 $364K <0.01% +100 13F-HR Timeline Group LRI Investments, LLC More: the full row for LRI Investments, LLC 3,840 $358K 0.03% 0 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 3,814 $356K 0.01% -1,304 13F-HR Timeline BEARING POINT CAPITAL, LLC More: the full row for BEARING POINT CAPITAL, LLC 3,800 $355K 0.06% 0 13F-HR Timeline Xcelsior Advisor Partners LLC More: the full row for Xcelsior Advisor Partners LLC 3,782 $353K 0.13% +300 13F-HR Timeline HFG Advisors, Inc. More: the full row for HFG Advisors, Inc. 3,749 $350K 0.25% 0 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 3,725 $347K 0.01% +385 13F-HR Timeline Group Allworth Financial LP More: the full row for Allworth Financial LP 3,721 $347K <0.01% +212 13F-HR Timeline Wright Wealth LLC More: the full row for Wright Wealth LLC 3,701 $345K 0.23% -50 13F-HR Timeline TICINO WEALTH More: the full row for TICINO WEALTH 3,650 $345K 0.12% 0 13F-HR Timeline Tripletail Wealth Management, LLC More: the full row for Tripletail Wealth Management, LLC 3,628 $343K 0.47% -1,030 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 3,646 $340K 0.03% -1,018 13F-HR Timeline Group STEPH & CO More: the full row for STEPH & CO 3,602 $336K 0.1% -405 13F-HR Timeline JMN Financial LLC More: the full row for JMN Financial LLC 3,584 $334K 0.33% +425 13F-HR Timeline Arista Wealth Management, LLC More: the full row for Arista Wealth Management, LLC 3,577 $334K 0.04% 0 13F-HR Timeline Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 3,552 $331K 0.05% new 13F-HR Timeline MONARCH CAPITAL MANAGEMENT INC More: the full row for MONARCH CAPITAL MANAGEMENT INC 3,437 $326K 0.08% new 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 3,480 $325K 0.04% +196 13F-HR Timeline Lighthouse Investment Partners, LLC in group Lighthouse Investment Partner… More: the full row for Lighthouse Investment Partners, LLC 3,454 $322K 0.01% new 13F-HR Timeline Group Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 3,452 $322K 0.01% -2,102 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 3,429 $320K 0.07% 0 13F-HR Timeline Keystone Financial Group More: the full row for Keystone Financial Group 3,412 $318K 0.02% -80 13F-HR Timeline BOURNE LENT ASSET MANAGEMENT INC More: the full row for BOURNE LENT ASSET MANAGEMENT INC 3,400 $317K 0.12% 0 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 3,397 $317K 0.01% -313 13F-HR Timeline Group