CALTON & ASSOCIATES, INC. More: the full row for CALTON & ASSOCIATES, INC. 551 $350K 0.05% new 13F-HR Timeline First Western Trust Bank More: the full row for First Western Trust Bank 550 $349K 0.02% new 13F-HR Timeline Fielder Capital Group LLC More: the full row for Fielder Capital Group LLC 549 $349K 0.08% new 13F-HR Timeline EVENTIDE ASSET MANAGEMENT, LLC More: the full row for EVENTIDE ASSET MANAGEMENT, LLC 606 $347K 0.01% new 13F-HR Timeline THOMPSON DAVIS & CO., INC. More: the full row for THOMPSON DAVIS & CO., INC. 545 $346K 0.23% new 13F-HR Timeline ROMAN BUTLER FULLERTON & CO More: the full row for ROMAN BUTLER FULLERTON & CO 443 $346K 0.1% new 13F-HR Timeline RIVERSEDGE ADVISORS, LLC More: the full row for RIVERSEDGE ADVISORS, LLC 543 $345K 0.06% -475 13F-HR Timeline DIVERSIFY WEALTH MANAGEMENT, LLC in group Diversify Advisory Services, … More: the full row for DIVERSIFY WEALTH MANAGEMENT, LLC 323 $343K 0.01% new 13F-HR Timeline Group Broussard Financial Group LLC More: the full row for Broussard Financial Group LLC 540 $343K 0.27% new 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 540 $343K 0.02% new 13F-HR Timeline Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 539 $343K 0.02% new 13F-HR Timeline Outlook Wealth Advisors, LLC More: the full row for Outlook Wealth Advisors, LLC 536 $341K 0.08% new 13F-HR Timeline Clark Asset Management, LLC More: the full row for Clark Asset Management, LLC 536 $341K 0.03% new 13F-HR Timeline Abel Hall, LLC More: the full row for Abel Hall, LLC 529 $336K 0.07% new 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 484 $335K 0.02% +100 13F-HR Timeline Advisors Asset Management, Inc. More: the full row for Advisors Asset Management, Inc. 527 $335K 0.01% -7 13F-HR Timeline Fiduciary Group, LLC More: the full row for Fiduciary Group, LLC 527 $335K 0.03% new 13F-HR Timeline Moran Wealth Management, LLC More: the full row for Moran Wealth Management, LLC 524 $333K 0.01% new 13F-HR Timeline Sagewood Asset Management LP More: the full row for Sagewood Asset Management LP 523 $332K 0.1% new 13F-HR Timeline Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 519 $330K 0.01% new 13F-HR Timeline Kera Capital Partners, Inc. More: the full row for Kera Capital Partners, Inc. 519 $330K 0.04% -403 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 514 $327K 0.03% +301 13F-HR Timeline Waterloo Capital, L.P. More: the full row for Waterloo Capital, L.P. 509 $323K 0.02% new 13F-HR Timeline GREAT VALLEY ADVISOR GROUP, INC. in group GREAT VALLEY ADVISOR GROUP, I… More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 508 $323K 0.01% new 13F-HR Timeline Group Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 505 $321K 0.02% new 13F-HR Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 499 $317K 0.04% -399 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 499 $317K 0.01% new 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 495 $314K 0.02% new 13F-HR Timeline TWINBEECH CAPITAL LP More: the full row for TWINBEECH CAPITAL LP 494 $314K 0.03% new 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 483 $307K 0.17% +5 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 480 $305K 0.02% new 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 477 $303K 0.02% new 13F-HR Timeline THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 473 $300K 0.02% new 13F-HR Timeline Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 469 $298K 0.04% new 13F-HR Timeline Walser Wealth Management Company, A Ltd… More: the full row for Walser Wealth Management Company, A Ltd Liability Co 466 $296K 0.13% new 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 464 $295K 0.01% new 13F-HR Timeline Castle Rock Wealth Management, LLC More: the full row for Castle Rock Wealth Management, LLC 416 $292K 0.06% +11 13F-HR Timeline Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 454 $288K 0.02% new 13F-HR Timeline Group POLEN CAPITAL MANAGEMENT LLC More: the full row for POLEN CAPITAL MANAGEMENT LLC 453 $288K <0.01% -1,407 13F-HR Timeline TOCQUEVILLE ASSET MANAGEMENT L.P. in group TOCQUEVILLE ASSET MANAGEMENT … More: the full row for TOCQUEVILLE ASSET MANAGEMENT L.P. 451 $287K <0.01% new 13F-HR Timeline Group Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 451 $287K <0.01% new 13F-HR Timeline Group SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 450 $286K 0.02% new 13F-HR Timeline CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 449 $285K 0.01% new 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 448 $285K <0.01% new 13F-HR Timeline Group Quantum Financial Advisors, LLC More: the full row for Quantum Financial Advisors, LLC 448 $285K 0.03% new 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 448 $285K 0.01% new 13F-HR Timeline Cane Capital Partners, LLC More: the full row for Cane Capital Partners, LLC 446 $283K 0.13% new 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 444 $282K 0.02% new 13F-HR Timeline CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 406 $280K 0.18% +386 13F-HR Timeline CHAPIN DAVIS, INC. More: the full row for CHAPIN DAVIS, INC. 435 $276K 0.06% new 13F-HR Timeline Horst & Graben Wealth Management LLC More: the full row for Horst & Graben Wealth Management LLC 258 $276K 0.04% new 13F-HR Timeline Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 434 $276K 0.01% new 13F-HR Timeline Astoria Portfolio Advisors LLC. More: the full row for Astoria Portfolio Advisors LLC. 257 $275K 0.06% new 13F-HR Timeline POINCIANA ADVISORS GROUP, LLC More: the full row for POINCIANA ADVISORS GROUP, LLC 431 $274K 0.22% new 13F-HR Timeline Jaffetilchin Investment Partners, LLC More: the full row for Jaffetilchin Investment Partners, LLC 425 $270K 0.02% new 13F-HR Timeline Lake Hills Wealth Management, LLC More: the full row for Lake Hills Wealth Management, LLC 425 $270K 0.15% new 13F-HR Timeline Purus Wealth Management, LLC More: the full row for Purus Wealth Management, LLC 425 $270K 0.09% new 13F-HR Timeline Fi3 FINANCIAL ADVISORS, LLC More: the full row for Fi3 FINANCIAL ADVISORS, LLC 424 $269K 0.08% new 13F-HR Timeline Integrity Advisory Solutions, LLC More: the full row for Integrity Advisory Solutions, LLC 424 $269K 0.04% new 13F-HR Timeline WIN ADVISORS, INC More: the full row for WIN ADVISORS, INC 422 $268K 0.12% new 13F-HR Timeline Fortune 45 LLC More: the full row for Fortune 45 LLC 422 $268K 0.13% new 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 422 $268K 0.01% new 13F-HR Timeline SmartHarvest Portfolios, LLC More: the full row for SmartHarvest Portfolios, LLC 420 $267K 0.11% new 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 417 $265K 0.01% new 13F-HR Timeline Group Addison Advisors LLC More: the full row for Addison Advisors LLC 416 $264K 0.06% -3 13F-HR Timeline IRONWOOD INVESTMENT MANAGEMENT LLC More: the full row for IRONWOOD INVESTMENT MANAGEMENT LLC 413 $262K 0.11% new 13F-HR Timeline Atlantic Private Wealth, LLC More: the full row for Atlantic Private Wealth, LLC 409 $260K 0.17% +77 13F-HR Timeline Investment Research Partners LLC More: the full row for Investment Research Partners LLC 405 $257K 0.1% -671 13F-HR Timeline TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV More: the full row for TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV 404 $257K 0.09% new 13F-HR Timeline FORTRESS PRIVATE LEDGER, LLC More: the full row for FORTRESS PRIVATE LEDGER, LLC 401 $255K 0.08% new 13F-HR Timeline PRIMECAP MANAGEMENT CO/CA/ More: the full row for PRIMECAP MANAGEMENT CO/CA/ 400 $254K <0.01% new 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 400 $254K 0.02% 0 13F-HR Timeline BTG Pactual Asset Management US LLC in group BTG Pactual Asset Management … More: the full row for BTG Pactual Asset Management US LLC 400 $254K 0.02% new 13F-HR Timeline Group MILESTONE ASSET MANAGEMENT, LLC More: the full row for MILESTONE ASSET MANAGEMENT, LLC 400 $254K 0.05% new 13F-HR Timeline MCCARTER PRIVATE WEALTH SERVICES LLC More: the full row for MCCARTER PRIVATE WEALTH SERVICES LLC 400 $254K 0.11% new 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 397 $252K 0.03% new 13F-HR Timeline FSM Wealth Advisors, LLC More: the full row for FSM Wealth Advisors, LLC 395 $251K 0.03% new 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 391 $248K 0.01% new 13F-HR Timeline Ponta Wealth Partners, LLC More: the full row for Ponta Wealth Partners, LLC 391 $248K 0.2% new 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 389 $247K <0.01% -538 13F-HR Timeline Avantax Planning Partners, Inc. More: the full row for Avantax Planning Partners, Inc. 387 $246K 0.01% new 13F-HR Timeline Catalina Capital Group, LLC More: the full row for Catalina Capital Group, LLC 387 $246K 0.15% new 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 387 $246K <0.01% new 13F-HR Timeline Group WESTPAC BANKING CORP in group WESTPAC BANKING CORP More: the full row for WESTPAC BANKING CORP 386 $245K 0.02% new 13F-HR Timeline Group PANAGORA ASSET MANAGEMENT INC More: the full row for PANAGORA ASSET MANAGEMENT INC 385 $245K <0.01% new 13F-HR Timeline BUCKHEAD CAPITAL MANAGEMENT LLC More: the full row for BUCKHEAD CAPITAL MANAGEMENT LLC 385 $245K 0.09% new 13F-HR Timeline Emergent Wealth Advisors, LLC More: the full row for Emergent Wealth Advisors, LLC 382 $243K 0.14% new 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 380 $241K 0.01% new 13F-HR Timeline J. L. Bainbridge & Co., Inc. More: the full row for J. L. Bainbridge & Co., Inc. 374 $238K 0.02% new 13F-HR Timeline CONNING INC. in group CONNING INC. More: the full row for CONNING INC. 370 $235K 0.01% new 13F-HR Timeline Group Avail Investment Partners, LLC More: the full row for Avail Investment Partners, LLC 370 $235K 0.25% 13F-HR Timeline Nilsine Partners, LLC More: the full row for Nilsine Partners, LLC 219 $234K 0.02% new 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 367 $233K 0.02% new 13F-HR Timeline HANCOCK WHITNEY CORP More: the full row for HANCOCK WHITNEY CORP 262 $232K <0.01% new 13F-HR Timeline Arbor Wealth Advisors LLC More: the full row for Arbor Wealth Advisors LLC 364 $231K 0.16% new 13F-HR Timeline Town & Country Bank & Trust CO dba Firs… More: the full row for Town & Country Bank & Trust CO dba First Bankers Trust CO 364 $231K 0.08% new 13F-HR Timeline Klingman & Associates, LLC More: the full row for Klingman & Associates, LLC 362 $230K 0.01% new 13F-HR Timeline May Hill Capital, LLC More: the full row for May Hill Capital, LLC 362 $230K 0.06% new 13F-HR Timeline TOWNSQUARE CAPITAL LLC More: the full row for TOWNSQUARE CAPITAL LLC 361 $229K 0.05% new 13F-HR Timeline Richmond Investment Services, LLC More: the full row for Richmond Investment Services, LLC 360 $229K 0.04% new 13F-HR Timeline Owen LaRue, LLC More: the full row for Owen LaRue, LLC 360 $229K 0.09% new 13F-HR Timeline Stonebrook Private Inc. More: the full row for Stonebrook Private Inc. 360 $229K 0.05% new 13F-HR Timeline SMART Wealth LLC More: the full row for SMART Wealth LLC 359 $228K 0.07% new 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 353 $224K 0.01% new 13F-HR Timeline Astra Wealth Partners LLC More: the full row for Astra Wealth Partners LLC 353 $224K 0.14% new 13F-HR Timeline WEDGE CAPITAL MANAGEMENT L L P/NC More: the full row for WEDGE CAPITAL MANAGEMENT L L P/NC 347 $220K <0.01% new 13F-HR Timeline Boltwood Capital Management More: the full row for Boltwood Capital Management 345 $219K 0.06% new 13F-HR Timeline Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 345 $219K 0.01% new 13F-HR Timeline Krane Funds Advisors LLC More: the full row for Krane Funds Advisors LLC 300 $218K 0.01% new 13F-HR Timeline Capital Advisors Wealth Management, LLC More: the full row for Capital Advisors Wealth Management, LLC 343 $218K 0.03% new 13F-HR Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 341 $217K 0.01% new 13F-HR Timeline ABLE Financial Group, LLC More: the full row for ABLE Financial Group, LLC 341 $217K 0.04% new 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 339 $215K 0.02% new 13F-HR Timeline Group Sun Group Wealth Partners More: the full row for Sun Group Wealth Partners 338 $215K 0.17% new 13F-HR Timeline WEALTHEDGE INVESTMENT ADVISORS, LLC More: the full row for WEALTHEDGE INVESTMENT ADVISORS, LLC 336 $213K 0.08% new 13F-HR Timeline OXFORD ASSET MANAGEMENT LLP More: the full row for OXFORD ASSET MANAGEMENT LLP 335 $213K 0.09% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Obermeyer Wealth Partners More: the full row for Obermeyer Wealth Partners 334 $212K 0.01% new 13F-HR Timeline Smith Salley Wealth Management More: the full row for Smith Salley Wealth Management 334 $212K 0.01% new 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 334 $212K 0.01% new 13F-HR Timeline Centurion Wealth Management LLC More: the full row for Centurion Wealth Management LLC 333 $212K 0.05% new 13F-HR Timeline Boston Trust Walden Corp in group Boston Trust Walden Corp More: the full row for Boston Trust Walden Corp 333 $212K <0.01% new 13F-HR Timeline Group Truvestments Capital LLC More: the full row for Truvestments Capital LLC 333 $212K 0.04% 0 13F-HR Timeline MorganRosel Wealth Management, LLC More: the full row for MorganRosel Wealth Management, LLC 333 $212K 0.08% new 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 333 $212K 0.04% +24 13F-HR Timeline ADVISORS MANAGEMENT GROUP INC /ADV More: the full row for ADVISORS MANAGEMENT GROUP INC /ADV 333 $211K 0.04% new 13F-HR Timeline SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 332 $211K 0.01% new 13F-HR Timeline Boreal Capital Management LLC More: the full row for Boreal Capital Management LLC 330 $210K 0.18% new 13F-HR Timeline Successful Portfolios LLC More: the full row for Successful Portfolios LLC 366 $210K 0.12% new 13F-HR Timeline Redhawk Wealth Advisors, Inc. More: the full row for Redhawk Wealth Advisors, Inc. 328 $208K 0.02% new 13F-HR Timeline Seek First Inc. More: the full row for Seek First Inc. 324 $206K 0.15% new 13F-HR Timeline Blueshift Asset Management, LLC More: the full row for Blueshift Asset Management, LLC 323 $205K 0.06% new 13F-HR Timeline GWN SECURITIES INC. More: the full row for GWN SECURITIES INC. 321 $204K 0.04% new 13F-HR Timeline Cornerstone Wealth Group, LLC More: the full row for Cornerstone Wealth Group, LLC 225 $203K 0.01% new 13F-HR Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 318 $202K 0.01% new 13F-HR Timeline THOMPSON SIEGEL & WALMSLEY LLC More: the full row for THOMPSON SIEGEL & WALMSLEY LLC 315 $200K <0.01% new 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 290 $184K <0.01% +111 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 286 $182K 0.01% -474 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 284 $180K 0.03% +230 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 277 $176K 0.02% -6,725 13F-HR Timeline Harvest Fund Management Co., Ltd in group Harvest Fund Management Co., … More: the full row for Harvest Fund Management Co., Ltd 276 $175K 0.01% new 13F-HR Timeline Group CVA Family Office, LLC More: the full row for CVA Family Office, LLC 270 $172K 0.02% +15 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 230 $167K <0.01% +119 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 239 $166K 0.01% +151 13F-HR Timeline Lloyd Advisory Services, LLC. More: the full row for Lloyd Advisory Services, LLC. 254 $161K 0.05% new 13F-HR Timeline Kingdom Financial Group LLC. More: the full row for Kingdom Financial Group LLC. 254 $161K 0.05% new 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 240 $152K <0.01% new 13F-HR Timeline Chung Wu Investment Group, LLC More: the full row for Chung Wu Investment Group, LLC 235 $149K 0.13% +120 13F-HR Timeline Founders Capital Management More: the full row for Founders Capital Management 230 $146K 0.07% -120 13F-HR Timeline Banque Cantonale Vaudoise in group Banque Cantonale Vaudoise More: the full row for Banque Cantonale Vaudoise 230 $146K 0.01% new 13F-HR Timeline Group HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 230 $146K <0.01% +172 13F-HR Timeline Comprehensive Financial Planning, Inc./… More: the full row for Comprehensive Financial Planning, Inc./PA 228 $145K 0.1% +62 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 222 $141K 0.04% -134 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 215 $137K 0.01% +101 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 210 $133K 0.02% +172 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 207 $132K <0.01% +69 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 203 $129K 0.03% new 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 182 $116K 0.01% +5 13F-HR Timeline Group ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 174 $111K 0.01% +15 13F-HR Timeline Acropolis Investment Management, LLC More: the full row for Acropolis Investment Management, LLC 173 $110K <0.01% new 13F-HR Timeline Owl Creek Wealth Partners LLC More: the full row for Owl Creek Wealth Partners LLC 171 $109K 0.04% 13F-HR Timeline OBSIDIAN CIO, LLC More: the full row for OBSIDIAN CIO, LLC 171 $109K 0.1% new 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 169 $107K 0.01% +19 13F-HR Timeline Harel Insurance Investments & Financial… in group Harel Insurance Investments &… More: the full row for Harel Insurance Investments & Financial Services Ltd. 157 $100K <0.01% new 13F-HR Timeline Group Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 157 $99.7K 0.02% +6 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 157 $99.7K 0.01% +155 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 154 $97.8K <0.01% +54 13F-HR Timeline Group LRI Investments, LLC More: the full row for LRI Investments, LLC 147 $93.4K 0.01% +135 13F-HR Timeline CONSULTIVA WEALTH MANAGEMENT, CORP. More: the full row for CONSULTIVA WEALTH MANAGEMENT, CORP. 146 $92.8K 0.27% 0 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 146 $92.8K 0.01% 0 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 133 $92.1K 0.05% new 13F-HR Timeline Garden State Investment Advisory Servic… More: the full row for Garden State Investment Advisory Services LLC 141 $89.6K 0.02% new 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 141 $89.6K 0.01% +72 13F-HR Timeline Quintet Private Bank (Europe) S.A. More: the full row for Quintet Private Bank (Europe) S.A. 136 $86.4K 0.01% new 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 134 $85.1K 0.05% +5 13F-HR Timeline Innovative Asset Advisors Group, LLC More: the full row for Innovative Asset Advisors Group, LLC 134 $85.1K 0.05% 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 133 $84.5K <0.01% 0 13F-HR Timeline Westfuller Advisors, LLC More: the full row for Westfuller Advisors, LLC 130 $82.6K 0.04% +4 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 128 $81K <0.01% +77 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 113 $78.3K 0.02% +23 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 123 $78.1K 0.03% -33 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Covestor Ltd More: the full row for Covestor Ltd 123 $78K 0.05% -210 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 121 $76.9K <0.01% +13 13F-HR Timeline Wall Street Financial Group, Inc. More: the full row for Wall Street Financial Group, Inc. 120 $76.2K 0.05% new 13F-HR Timeline Wilkerson Advisory Group LLC More: the full row for Wilkerson Advisory Group LLC 120 $76.2K 0.03% new 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 111 $70.2K 0.01% -2 13F-HR Timeline Ascentis Wealth Management, LLC group of 2 filers holding More: the full row for Ascentis Wealth Management, LLC 110 $69.9K +93 Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 51 $64K <0.01% -26 13F-HR Timeline Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 100 $63.5K 0.02% new 13F-HR Timeline BELLEVUE ASSET MANAGEMENT, LLC More: the full row for BELLEVUE ASSET MANAGEMENT, LLC 100 $63.5K 0.03% 0 13F-HR Timeline IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVA… More: the full row for IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVATE Ltd 100 $63.5K 0.11% new 13F-HR Timeline Hickory Point Bank & Trust More: the full row for Hickory Point Bank & Trust 100 $63.5K 0.04% new 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 95 $60.4K <0.01% +50 13F-HR Timeline Group CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 92 $58.5K <0.01% 0 13F-HR Timeline VAN ECK ASSOCIATES CORP in group VAN ECK ASSOCIATES CORP More: the full row for VAN ECK ASSOCIATES CORP 92 $58K <0.01% new 13F-HR Timeline Group Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 91 $57.8K 0.02% 0 13F-HR Timeline JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 88 $55.9K 0.01% new 13F-HR/A Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 86 $54.6K 0.01% +5 13F-HR Timeline FIRST UNITED BANK & TRUST More: the full row for FIRST UNITED BANK & TRUST 85 $54K 0.02% new 13F-HR Timeline Main Street Group, LTD More: the full row for Main Street Group, LTD 84 $53.4K 0.02% new 13F-HR Timeline DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 83 $52.7K <0.01% 0 13F-HR Timeline