Independent Wealth Network Inc. More: the full row for Independent Wealth Network Inc. 14,205 $280K 0.09% +248 13F-HR Timeline Tradition Wealth Management, LLC More: the full row for Tradition Wealth Management, LLC 14,056 $277K 0.02% +753 13F-HR Timeline Meeder Advisory Services, Inc. group of 2 filers holding More: the full row for Meeder Advisory Services, Inc. 13,955 $275K -1,560 Timeline Callan Family Office, LLC More: the full row for Callan Family Office, LLC 13,919 $274K 0.01% new 13F-HR Timeline CHILDRESS CAPITAL ADVISORS, LLC More: the full row for CHILDRESS CAPITAL ADVISORS, LLC 13,906 $274K 0.04% new 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 13,905 $274K <0.01% -665 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 13,902 $274K 0.01% -574 13F-HR Timeline AlphaGrep UK Ltd More: the full row for AlphaGrep UK Ltd 13,831 $273K 0.09% 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 13,541 $267K <0.01% +697 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 13,399 $264K 0.01% -45 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 13,256 $261K <0.01% -5,443 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 13,210 $260K <0.01% +2,339 13F-HR/A Timeline Group ExodusPoint Capital Management, LP More: the full row for ExodusPoint Capital Management, LP 13,209 $260K <0.01% -6,165 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 13,186 $260K 0.01% -4,844 13F-HR Timeline Perbak Capital Partners LLP More: the full row for Perbak Capital Partners LLP 13,150 $259K 0.08% -76,063 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 12,992 $256K <0.01% -239 13F-HR Timeline Group ACORN FINANCIAL ADVISORY SERVICES INC /… More: the full row for ACORN FINANCIAL ADVISORY SERVICES INC /ADV 12,927 $255K 0.04% -1,252 13F-HR Timeline UniSuper Management Pty Ltd More: the full row for UniSuper Management Pty Ltd 12,900 $254K <0.01% 0 13F-HR Timeline Vestcor Inc More: the full row for Vestcor Inc 12,878 $254K 0.01% 0 13F-HR Timeline MetLife Investment Management, LLC in group MetLife Investment Management… More: the full row for MetLife Investment Management, LLC 12,872 $254K <0.01% -53 13F-HR Timeline Group BEAM WEALTH ADVISORS, INC. More: the full row for BEAM WEALTH ADVISORS, INC. 12,852 $253K 0.07% new 13F-HR Timeline BankPlus Wealth Management LLC in group BankPlus Trust Department More: the full row for BankPlus Wealth Management LLC 12,421 $245K 0.14% 0 13F-HR Timeline Group Foster Group, Inc. More: the full row for Foster Group, Inc. 12,361 $244K 0.01% -2,013 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) 12,143 $239K 0.01% +7,457 13F-HR Timeline Group Independent Advisor Alliance More: the full row for Independent Advisor Alliance 12,043 $237K 0.01% -609 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 12,029 $237K <0.01% +1,215 13F-HR Timeline Cypress Capital, LLC More: the full row for Cypress Capital, LLC 11,960 $236K 0.07% +582 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 11,916 $235K <0.01% -29,154 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 11,805 $233K <0.01% +1,548 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 11,760 $232K 0.04% +11,460 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 11,737 $231K 0.01% -1,500 13F-HR Timeline Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 11,613 $229K 0.02% new 13F-HR/A Timeline Forvis Mazars Wealth Advisors, LLC More: the full row for Forvis Mazars Wealth Advisors, LLC 11,523 $227K <0.01% +36 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 11,499 $227K 0.01% +2,041 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 11,470 $226K 0.01% -551 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 11,193 $221K 0.02% new 13F-HR Timeline NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 11,184 $220K 0.02% new 13F-HR Timeline Welch Group, LLC More: the full row for Welch Group, LLC 11,076 $218K 0.01% -40 13F-HR Timeline FEDERATED HERMES, INC. in group FEDERATED HERMES, INC. More: the full row for FEDERATED HERMES, INC. 11,030 $217K <0.01% -649 13F-HR Timeline Group SLT Holdings LLC More: the full row for SLT Holdings LLC 11,000 $217K 0.14% new 13F-HR Timeline Claro Advisors Inc. More: the full row for Claro Advisors Inc. 10,932 $215K 0.03% 0 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 10,908 $215K 0.02% -596 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 10,891 $215K <0.01% new 13F-HR Timeline KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 10,876 $214K <0.01% +37 13F-HR Timeline Group CIBC WORLD MARKET INC. More: the full row for CIBC WORLD MARKET INC. 10,846 $214K <0.01% -24,552 13F-HR Timeline Siemens Fonds Invest GmbH More: the full row for Siemens Fonds Invest GmbH 10,874 $213K 0.01% 0 13F-HR Timeline AIRE ADVISORS, LLC More: the full row for AIRE ADVISORS, LLC 10,747 $212K 0.04% +631 13F-HR Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 10,554 $208K 0.05% +10,427 13F-HR Timeline ELEMENT POINTE ADVISORS, LLC More: the full row for ELEMENT POINTE ADVISORS, LLC 10,448 $206K 0.04% new 13F-HR Timeline SHRIER WEALTH MANAGEMENT, LLC More: the full row for SHRIER WEALTH MANAGEMENT, LLC 10,392 $205K 0.08% 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 10,381 $205K <0.01% new 13F-HR Timeline DRW Securities, LLC More: the full row for DRW Securities, LLC 10,367 $204K 0.02% -19,263 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 11,792 $202K <0.01% -6,078 13F-HR Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 10,154 $200K <0.01% -181 13F-HR Timeline KING LUTHER CAPITAL MANAGEMENT CORP More: the full row for KING LUTHER CAPITAL MANAGEMENT CORP 10,103 $199K <0.01% new 13F-HR Timeline Private Wealth Advisors, LLC More: the full row for Private Wealth Advisors, LLC 10,029 $198K 0.07% new 13F-HR Timeline Quinn Opportunity Partners LLC More: the full row for Quinn Opportunity Partners LLC 10,000 $197K 0.01% new 13F-HR Timeline TRUEFG, LLC More: the full row for TRUEFG, LLC 10,000 $197K 0.05% new 13F-HR Timeline Wealth Quarterback LLC More: the full row for Wealth Quarterback LLC 10,000 $197K 0.07% new 13F-HR Timeline Sharper & Granite LLC More: the full row for Sharper & Granite LLC 10,000 $197K 0.07% 0 13F-HR Timeline V-Square Quantitative Management LLC More: the full row for V-Square Quantitative Management LLC 9,836 $194K 0.02% new 13F-HR Timeline YOUSIF CAPITAL MANAGEMENT, LLC More: the full row for YOUSIF CAPITAL MANAGEMENT, LLC 11,680 $189K <0.01% new 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 9,205 $181K 0.01% +25 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 9,030 $178K <0.01% -1,148 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 8,425 $166K <0.01% 0 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 8,367 $165K <0.01% +127 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 8,332 $164K <0.01% new 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 7,970 $157K <0.01% -1,107 13F-HR Timeline Harel Insurance Investments & Financial… in group Harel Insurance Investments &… More: the full row for Harel Insurance Investments & Financial Services Ltd. 7,768 $153K <0.01% -860 13F-HR Timeline Group BlackDiamond Wealth Management, LLC More: the full row for BlackDiamond Wealth Management, LLC 10,189 $150K 0.07% 0 13F-HR Timeline Dixon Mitchell Investment Counsel Inc. More: the full row for Dixon Mitchell Investment Counsel Inc. 7,434 $147K <0.01% new 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 7,333 $145K 0.02% +1,674 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 7,101 $140K <0.01% +6,134 13F-HR Timeline Group Gould Capital, LLC More: the full row for Gould Capital, LLC 7,025 $138K 0.09% +25 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 6,693 $132K <0.01% +3,514 13F-HR Timeline Group ACADIAN ASSET MANAGEMENT LLC in group ACADIAN ASSET MANAGEMENT LLC More: the full row for ACADIAN ASSET MANAGEMENT LLC 6,637 $130K <0.01% new 13F-HR Timeline Group MARK SHEPTOFF FINANCIAL PLANNING, LLC More: the full row for MARK SHEPTOFF FINANCIAL PLANNING, LLC 6,525 $129K 0.06% 0 13F-HR Timeline CADEN CAPITAL PARTNERS, LP More: the full row for CADEN CAPITAL PARTNERS, LP 6,519 $128K 0.29% new 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 6,303 $124K 0.01% +30 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 5,917 $117K 0.01% new 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 5,795 $114K <0.01% +465 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 5,749 $113K <0.01% 0 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 5,593 $110K 0.03% 0 13F-HR Timeline LORING WOLCOTT & COOLIDGE FIDUCIARY ADV… More: the full row for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 7,107 $109K <0.01% 0 13F-HR Timeline CX Institutional More: the full row for CX Institutional 5,494 $108K <0.01% -298 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 5,511 $108K <0.01% +2,372 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 5,285 $104K 0.07% -5 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 5,254 $104K <0.01% +516 13F-HR Timeline Group Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 5,208 $103K <0.01% +204 13F-HR Timeline Group FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 4,937 $97.3K <0.01% -880 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 4,637 $91.4K 0.02% +132 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 4,601 $90.7K <0.01% -878 13F-HR Timeline Seneschal Advisors, LLC More: the full row for Seneschal Advisors, LLC 4,420 $87.1K 0.06% 0 13F-HR Timeline Lagoda Investment Management, L.P. More: the full row for Lagoda Investment Management, L.P. 4,400 $86.7K 0.05% 0 13F-HR Timeline Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 4,329 $85K <0.01% +176 13F-HR Timeline Group AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 4,272 $84.2K <0.01% +248 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 4,159 $82K <0.01% new 13F-HR Timeline CNB Bank More: the full row for CNB Bank 4,000 $78.8K 0.03% 0 13F-HR Timeline FNY Investment Advisers, LLC More: the full row for FNY Investment Advisers, LLC 3,815 $75K 0.02% new 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 3,661 $72.2K <0.01% -2,762 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 3,647 $71.9K <0.01% +444 13F-HR Timeline Group Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 3,646 $71.9K <0.01% +563 13F-HR Timeline North Ridge Wealth Advisors, Inc. More: the full row for North Ridge Wealth Advisors, Inc. 3,644 $71.8K 0.04% 0 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 3,514 $69.3K 0.04% 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 3,462 $68.2K <0.01% new 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 3,349 $66K 0.01% 0 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 3,284 $64.7K 0.02% +1,225 13F-HR Timeline Litman Gregory Wealth Management LLC More: the full row for Litman Gregory Wealth Management LLC 3,250 $64.1K <0.01% new 13F-HR Timeline OSTRUM ASSET MANAGEMENT More: the full row for OSTRUM ASSET MANAGEMENT 3,249 $64K <0.01% -1,077 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 3,216 $63K <0.01% -3 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Elequin Capital, LP More: the full row for Elequin Capital, LP 3,187 $62.8K 0.01% new 13F-HR Timeline Compagnie Lombard Odier SCmA More: the full row for Compagnie Lombard Odier SCmA 3,110 $61.3K <0.01% 0 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 3,000 $59.1K 0.01% 0 13F-HR Timeline PFS Partners, LLC More: the full row for PFS Partners, LLC 2,982 $58.8K 0.03% 0 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 2,964 $58.4K <0.01% 0 13F-HR Timeline Group Osbon Capital Management LLC More: the full row for Osbon Capital Management LLC 2,911 $57.4K 0.05% 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 2,810 $55.4K 0.02% +2 13F-HR Timeline Signature Resources Capital Management,… More: the full row for Signature Resources Capital Management, LLC 2,802 $55.2K 0.03% +1,700 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 2,764 $54.5K <0.01% +739 13F-HR Timeline Jefferies Financial Group Inc. in group Jefferies Financial Group Inc. More: the full row for Jefferies Financial Group Inc. 2,670 $52.6K <0.01% new 13F-HR Timeline Group Ankerstar Wealth, LLC More: the full row for Ankerstar Wealth, LLC 2,655 $52.3K 0.05% 13F-HR Timeline Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 2,624 $51.7K 0.01% 0 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 2,538 $50K <0.01% 0 13F-HR Timeline Group WPG Advisers, LLC More: the full row for WPG Advisers, LLC 2,521 $49.7K 0.04% -100 13F-HR Timeline Bear Mountain Capital, Inc. More: the full row for Bear Mountain Capital, Inc. 2,861 $48.8K 0.02% 0 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 2,451 $48.3K <0.01% -939 13F-HR Timeline Orion Capital Management LLC More: the full row for Orion Capital Management LLC 2,330 $45.9K 0.02% 0 13F-HR Timeline Fairman Group, LLC More: the full row for Fairman Group, LLC 2,228 $43.9K 0.04% 0 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 2,217 $43.7K <0.01% 0 13F-HR Timeline Quarry LP More: the full row for Quarry LP 2,211 $43.6K 0.01% -2,857 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 2,199 $43.3K <0.01% -131 13F-HR Timeline LOS ANGELES CAPITAL MANAGEMENT LLC More: the full row for LOS ANGELES CAPITAL MANAGEMENT LLC 3,292 $42.8K <0.01% new 13F-HR Timeline MTM Investment Management, LLC More: the full row for MTM Investment Management, LLC 2,150 $42.4K 0.01% +1,150 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 2,120 $41.4K <0.01% +500 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 2,013 $40K <0.01% 0 13F-HR/A Timeline Group ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 2,022 $39.9K <0.01% +129 13F-HR Timeline Group AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 2,000 $39.4K 0.02% new 13F-HR Timeline IFC & Insurance Marketing, Inc. More: the full row for IFC & Insurance Marketing, Inc. 1,961 $39K 0.04% 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 1,975 $38.9K <0.01% +360 13F-HR Timeline Alphadyne Asset Management LP More: the full row for Alphadyne Asset Management LP 1,961 $38.7K <0.01% new 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 1,927 $38K <0.01% +57 13F-HR Timeline Financially Speaking Inc More: the full row for Financially Speaking Inc 1,837 $36.2K 0.02% 0 13F-HR Timeline Battery Global Advisors, LLC More: the full row for Battery Global Advisors, LLC 1,322 $36.1K 0.02% +1,309 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 1,812 $36K 0.01% 0 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 1,757 $34.6K <0.01% +989 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 1,737 $34.2K 0.01% +852 13F-HR Timeline 2UniFi Bank More: the full row for 2UniFi Bank 1,736 $34.2K 0.02% -60 13F-HR Timeline CANADA PENSION PLAN INVESTMENT BOARD More: the full row for CANADA PENSION PLAN INVESTMENT BOARD 1,700 $33.5K <0.01% -603,600 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 1,686 $33.2K <0.01% new 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 1,645 $32.4K <0.01% +15 13F-HR Timeline PMV Capital Advisers, LLC More: the full row for PMV Capital Advisers, LLC 1,614 $31.8K 0.06% 0 13F-HR Timeline Kozak & Associates, Inc. More: the full row for Kozak & Associates, Inc. 1,620 $31.1K 0.01% 0 13F-HR Timeline LAZARD ASSET MANAGEMENT LLC in group LAZARD ASSET MANAGEMENT LLC More: the full row for LAZARD ASSET MANAGEMENT LLC 1,573 $31K <0.01% -145,086 13F-HR Timeline Group SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 1,551 $30.6K 0.01% +1,395 13F-HR Timeline WFA of San Diego, LLC More: the full row for WFA of San Diego, LLC 1,500 $29.6K 0.02% 0 13F-HR Timeline Pacifica Partners Inc. More: the full row for Pacifica Partners Inc. 1,500 $29.1K 0.01% 0 13F-HR Timeline PROFFITT & GOODSON INC More: the full row for PROFFITT & GOODSON INC 1,430 $28.2K <0.01% 0 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 1,394 $27.5K 0.01% -184 13F-HR Timeline Clark Wealth Partners More: the full row for Clark Wealth Partners 1,386 $27.3K 0.02% 0 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 1,347 $26.6K <0.01% -28 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 1,332 $26.3K <0.01% +7 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 1,288 $25.4K <0.01% 0 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 1,200 $23.7K <0.01% -286 13F-HR Timeline Group Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 1,190 $23.5K 0.01% -25 13F-HR Timeline Raiffeisen Bank International AG in group Raiffeisen Bank International… More: the full row for Raiffeisen Bank International AG 1,196 $23.4K <0.01% 0 13F-HR Timeline Group OSTERWEIS CAPITAL MANAGEMENT INC in group OSTERWEIS CAPITAL MANAGEMENT … More: the full row for OSTERWEIS CAPITAL MANAGEMENT INC 1,175 $23.2K <0.01% 0 13F-HR Timeline Group Itau Unibanco Holding S.A. in group Itau Unibanco Holding S.A. More: the full row for Itau Unibanco Holding S.A. 1,162 $22.9K <0.01% new 13F-HR Timeline Group Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 1,157 $22.8K 0.01% -347 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 1,124 $22.1K <0.01% 13F-HR Timeline Investors Portfolio Services LLC More: the full row for Investors Portfolio Services LLC 1,100 $21.7K 0.02% 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 1,030 $20.3K 0.01% -56 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 1,013 $20K <0.01% new 13F-HR Timeline Group QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 988 $19.5K <0.01% -19 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 986 $19.4K 0.01% new 13F-HR Timeline Evolution Advisers, Inc. More: the full row for Evolution Advisers, Inc. 1,006 $19K 0.01% 0 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 951 $18.6K <0.01% +770 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 940 $18.5K 0.01% -379 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 938 $18.5K 0.01% 0 13F-HR Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 929 $18.3K <0.01% -4,650 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 922 $18.2K <0.01% -958 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 920 $18.1K <0.01% -193 13F-HR Timeline BIRCHBROOK, INC. More: the full row for BIRCHBROOK, INC. 910 $17.9K 0.01% 0 13F-HR Timeline West Branch Capital LLC More: the full row for West Branch Capital LLC 902 $17.8K <0.01% 0 13F-HR Timeline Global Wealth Strategies & Associates More: the full row for Global Wealth Strategies & Associates 860 $17K <0.01% 0 13F-HR Timeline Purpose Unlimited Inc. in group Purpose Unlimited Inc. 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