Bulltick Wealth Management, LLC More: the full row for Bulltick Wealth Management, LLC 7,509 $320K 0.07% +691 13F-HR Timeline Arista Wealth Management, LLC More: the full row for Arista Wealth Management, LLC 7,355 $314K 0.03% -165 13F-HR Timeline LGT Group Foundation in group LGT Group Foundation More: the full row for LGT Group Foundation 7,301 $311K <0.01% new 13F-HR Timeline Group Cherokee Insurance Co More: the full row for Cherokee Insurance Co 7,213 $308K 0.12% 0 13F-HR Timeline Wynn Capital, LLC More: the full row for Wynn Capital, LLC 7,210 $308K 0.14% -6 13F-HR Timeline Bayesian Capital Management, LP More: the full row for Bayesian Capital Management, LP 7,199 $307K 0.2% new 13F-HR Timeline Greenfield Seitz Capital Management, LLC More: the full row for Greenfield Seitz Capital Management, LLC 7,193 $307K 0.09% -2 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 7,189 $307K <0.01% +1,517 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 7,188 $306K <0.01% -1,342 13F-HR Timeline Group CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 7,152 $305K 0.01% +463 13F-HR Timeline SAGE RHINO CAPITAL LLC More: the full row for SAGE RHINO CAPITAL LLC 7,084 $302K 0.05% -1,106 13F-HR Timeline J.M. Arbour, LLC More: the full row for J.M. Arbour, LLC 7,019 $299K 0.26% +305 13F-HR Timeline Cetera Trust Company, N.A More: the full row for Cetera Trust Company, N.A 6,910 $295K 0.15% +120 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 6,814 $291K 0.02% -374 13F-HR Timeline EAGLE ROCK INVESTMENT COMPANY, LLC More: the full row for EAGLE ROCK INVESTMENT COMPANY, LLC 6,800 $290K 0.04% 0 13F-HR Timeline Aspen Grove Capital, LLC More: the full row for Aspen Grove Capital, LLC 6,792 $290K 0.04% -933 13F-HR Timeline PCM Encore, LLC More: the full row for PCM Encore, LLC 6,790 $290K 0.05% -2,145 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 6,724 $287K 0.01% +567 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 6,464 $276K 0.02% -6,896 13F-HR Timeline BSW Wealth Partners More: the full row for BSW Wealth Partners 6,431 $274K 0.03% -1,702 13F-HR Timeline BankPlus Trust Department in group BankPlus Trust Department More: the full row for BankPlus Trust Department 6,400 $273K 0.06% 0 13F-HR Timeline Group E&G Advisors, LLC More: the full row for E&G Advisors, LLC 6,398 $273K 0.05% 0 13F-HR Timeline ST GERMAIN D J CO INC in group ST GERMAIN D J CO INC More: the full row for ST GERMAIN D J CO INC 6,385 $272K 0.01% -620 13F-HR Timeline Group AssuredPartners Investment Advisors, LLC More: the full row for AssuredPartners Investment Advisors, LLC 6,382 $272K 0.03% -1,209 13F-HR Timeline Gallacher Capital Management LLC More: the full row for Gallacher Capital Management LLC 6,375 $272K 0.15% -878 13F-HR Timeline Pinnacle West Asset Management, Inc. More: the full row for Pinnacle West Asset Management, Inc. 6,350 $271K 0.19% 0 13F-HR Timeline DRW Securities, LLC More: the full row for DRW Securities, LLC 6,337 $270K 0.02% -10,964 13F-HR Timeline FOCUSED ALPHA, LLC More: the full row for FOCUSED ALPHA, LLC 6,272 $268K 0.07% +783 13F-HR Timeline NATURAL INVESTMENTS, LLC More: the full row for NATURAL INVESTMENTS, LLC 6,237 $266K 0.06% +704 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 6,199 $264K <0.01% +339 13F-HR Timeline OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 6,184 $264K 0.01% -6,222 13F-HR Timeline Trek Financial, LLC More: the full row for Trek Financial, LLC 6,156 $263K 0.01% +129 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 6,102 $260K 0.01% +1,112 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 6,093 $260K 0.01% +1,455 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 6,068 $259K <0.01% +220 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 6,007 $256K 0.02% -190 13F-HR Timeline GUGGENHEIM CAPITAL LLC in group GUGGENHEIM CAPITAL LLC More: the full row for GUGGENHEIM CAPITAL LLC 5,995 $256K <0.01% -1,005 13F-HR Timeline Group ALTA CAPITAL MANAGEMENT LLC/ More: the full row for ALTA CAPITAL MANAGEMENT LLC/ 5,966 $255K 0.02% -92 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 5,958 $254K <0.01% -399 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 5,936 $253K <0.01% -1,186 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 5,934 $253K <0.01% +1,221 13F-HR Timeline Group FDx Advisors, Inc. More: the full row for FDx Advisors, Inc. 5,911 $252K 0.08% -1,154 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 5,816 $248K 0.02% +1,326 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 5,752 $245K 0.01% -55,564 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 5,730 $244K 0.01% +568 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 5,646 $242K <0.01% -528 13F-HR Timeline Patten Group, Inc. More: the full row for Patten Group, Inc. 5,643 $241K 0.04% -153 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 5,639 $241K <0.01% new 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 5,615 $240K 0.01% -1,224 13F-HR Timeline Frec Markets, Inc. in group Frec Markets, Inc. More: the full row for Frec Markets, Inc. 5,511 $235K 0.02% +289 13F-HR Timeline Group Johnson Financial Group, LLC More: the full row for Johnson Financial Group, LLC 5,501 $235K 0.01% new 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 5,475 $234K 0.03% +308 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 5,447 $232K <0.01% new 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 5,429 $232K <0.01% new 13F-HR Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 5,418 $231K 0.01% +3 13F-HR Timeline WEATHERLY ASSET MANAGEMENT L. P. More: the full row for WEATHERLY ASSET MANAGEMENT L. P. 5,403 $230K 0.02% -1,533 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 5,366 $229K 0.15% -685 13F-HR Timeline GREENLEAF TRUST More: the full row for GREENLEAF TRUST 5,334 $228K <0.01% -901 13F-HR Timeline Whetstone Capital Advisors, LLC More: the full row for Whetstone Capital Advisors, LLC 5,329 $227K 0.06% -445 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 5,325 $227K 0.01% -450 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 5,306 $226K 0.03% -4,262 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 5,302 $226K 0.01% +446 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 5,281 $225K <0.01% +343 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 5,256 $224K 0.01% +571 13F-HR Timeline Lloyd Advisory Services, LLC. More: the full row for Lloyd Advisory Services, LLC. 5,244 $224K 0.09% new 13F-HR Timeline Analyst IMS Investment Management Servi… in group Analyst IMS Investment Manage… More: the full row for Analyst IMS Investment Management Services Ltd. 5,208 $222K 0.01% 0 13F-HR Timeline Group GF FUND MANAGEMENT CO. LTD. More: the full row for GF FUND MANAGEMENT CO. LTD. 5,180 $221K <0.01% -763 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 5,152 $220K <0.01% -4,222 13F-HR Timeline Group Zhang Financial LLC More: the full row for Zhang Financial LLC 5,130 $219K 0.01% 0 13F-HR Timeline WEALTHEDGE INVESTMENT ADVISORS, LLC More: the full row for WEALTHEDGE INVESTMENT ADVISORS, LLC 5,110 $218K 0.07% new 13F-HR Timeline Forum Finance Group S.A. More: the full row for Forum Finance Group S.A. 6,299 $217K 0.08% 0 13F-HR Timeline XPONANCE LLC More: the full row for XPONANCE LLC 5,082 $217K <0.01% +532 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 4,884 $215K 0.01% new 13F-HR Timeline Group LAZARD ASSET MANAGEMENT LLC in group LAZARD ASSET MANAGEMENT LLC More: the full row for LAZARD ASSET MANAGEMENT LLC 5,000 $213K <0.01% -5,783 13F-HR Timeline Group DLD Asset Management, LP More: the full row for DLD Asset Management, LP 5,000 $213K 0.02% new 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 5,000 $213K 0.02% -30 13F-HR Timeline Beacon Bank & Trust More: the full row for Beacon Bank & Trust 4,987 $213K 0.04% 0 13F-HR/A Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 4,975 $212K 0.01% -1,582 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 4,970 $212K <0.01% +159 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 4,967 $212K 0.01% 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 4,937 $211K 0.01% -313 13F-HR Timeline Florida Trust Wealth Management Co More: the full row for Florida Trust Wealth Management Co 4,797 $205K 0.01% new 13F-HR Timeline Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 4,762 $205K 0.01% -1,466 13F-HR Timeline Intrua Financial, LLC More: the full row for Intrua Financial, LLC 4,791 $204K 0.02% +458 13F-HR Timeline TOWNSQUARE CAPITAL LLC More: the full row for TOWNSQUARE CAPITAL LLC 4,744 $202K 0.04% new 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 4,728 $202K <0.01% -2,093 13F-HR Timeline NIA IMPACT ADVISORS, LLC More: the full row for NIA IMPACT ADVISORS, LLC 4,723 $201K 0.08% new 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 4,703 $201K <0.01% new 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 4,637 $198K 0.02% -2,036 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 4,454 $190K <0.01% -11,048 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 4,289 $183K 0.01% -107 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 4,200 $179K 0.02% 0 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 4,072 $174K 0.03% 0 13F-HR/A Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 3,884 $166K 0.02% -546 13F-HR Timeline TORONTO DOMINION BANK in group TORONTO DOMINION BANK More: the full row for TORONTO DOMINION BANK 3,755 $160K <0.01% -100 13F-HR Timeline Group ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 3,570 $152K 0.01% -339 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 3,506 $150K 0.03% -188 13F-HR Timeline Hara Capital LLC More: the full row for Hara Capital LLC 3,388 $145K 0.08% 0 13F-HR Timeline Euro Pacific Asset Management, LLC More: the full row for Euro Pacific Asset Management, LLC 45,868 $142K 0.02% +200 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 3,128 $133K 0.06% -786 13F-HR Timeline PARADIGM ASSET MANAGEMENT CO LLC More: the full row for PARADIGM ASSET MANAGEMENT CO LLC 3,100 $132K 0.03% +181 13F-HR Timeline Aberdeen Wealth Management LLC More: the full row for Aberdeen Wealth Management LLC 2,820 $120K 0.06% new 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 2,473 $105K 0.01% -176 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 2,443 $104K 0.01% -221 13F-HR Timeline Knights of Columbus Asset Advisors LLC More: the full row for Knights of Columbus Asset Advisors LLC 2,405 $103K 0.01% -1,284 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 2,337 $99.7K <0.01% +10 13F-HR Timeline Group BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 2,327 $99.3K <0.01% +1,149 13F-HR Timeline Group JNBA Financial Advisors More: the full row for JNBA Financial Advisors 2,323 $99.1K 0.01% 0 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 2,261 $96.5K 0.01% +654 13F-HR Timeline Hilton Head Capital Partners, LLC More: the full row for Hilton Head Capital Partners, LLC 2,243 $95.7K 0.05% 0 13F-HR Timeline Quintet Private Bank (Europe) S.A. More: the full row for Quintet Private Bank (Europe) S.A. 2,050 $87.5K 0.01% 0 13F-HR Timeline SITTNER & NELSON, LLC More: the full row for SITTNER & NELSON, LLC 2,000 $85.3K 0.03% 0 13F-HR Timeline Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 1,848 $78.8K 0.02% 0 13F-HR Timeline CHELSEA COUNSEL CO More: the full row for CHELSEA COUNSEL CO 1,845 $78.7K 0.03% 0 13F-HR Timeline PICTON MAHONEY ASSET MANAGEMENT More: the full row for PICTON MAHONEY ASSET MANAGEMENT 170,000 $78.2K <0.01% 0 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 1,823 $77.8K <0.01% +28 13F-HR Timeline Group NEW YORK STATE COMMON RETIREMENT FUND More: the full row for NEW YORK STATE COMMON RETIREMENT FUND 1,788 $76.3K <0.01% 0 13F-HR Timeline Ritter Daniher Financial Advisory LLC /… More: the full row for Ritter Daniher Financial Advisory LLC / DE 1,644 $70.1K 0.01% -2,682 13F-HR Timeline Bank & Trust Co More: the full row for Bank & Trust Co 1,555 $66.3K 0.04% 0 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 1,469 $62.7K 0.02% +416 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 1,457 $62.1K <0.01% -1,067 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 1,431 $61K <0.01% +204 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 1,459 $60.7K <0.01% -238 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 1,402 $59.8K 0.01% -59 13F-HR Timeline Costello Asset Management, INC More: the full row for Costello Asset Management, INC 1,400 $59.7K 0.02% 0 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 1,354 $57.8K 0.01% +936 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 1,250 $54K <0.01% 0 13F-HR Timeline Group Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 1,239 $52.8K <0.01% new 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 1,207 $51K 0.01% 0 13F-HR Timeline SUMMIT SECURITIES GROUP LLC More: the full row for SUMMIT SECURITIES GROUP LLC 1,100 $46.9K 0.01% new 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 1,100 $46.9K <0.01% -2,037 13F-HR Timeline Owl Creek Wealth Partners LLC More: the full row for Owl Creek Wealth Partners LLC 1,084 $46.2K 0.01% -53 13F-HR Timeline Meramec Financial Planners, LLC More: the full row for Meramec Financial Planners, LLC 1,025 $45.1K 0.02% 0 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 1,000 $42.7K <0.01% 0 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 982 $42K <0.01% -24 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 978 $41.7K <0.01% +226 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 959 $40.9K <0.01% -2,324 13F-HR Timeline Group MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 935 $39.9K <0.01% +37 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 929 $39.6K <0.01% -448 13F-HR Timeline WELLINGTON-ALTUS USA INC. More: the full row for WELLINGTON-ALTUS USA INC. 767 $37K 0.03% 0 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 850 $36.3K 0.01% 0 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 835 $35.6K <0.01% +228 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 782 $33.4K <0.01% +730 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 776 $33.1K <0.01% +100 13F-HR Timeline Brentview Investment Management LLC More: the full row for Brentview Investment Management LLC 763 $32.5K 0.01% 0 13F-HR Timeline CDKV HOLDINGS LLC More: the full row for CDKV HOLDINGS LLC 750 $32K 0.03% 0 13F-HR Timeline MTM Investment Management, LLC More: the full row for MTM Investment Management, LLC 740 $31.6K 0.01% 0 13F-HR Timeline Avalon Trust Co More: the full row for Avalon Trust Co 700 $29.9K <0.01% new 13F-HR Timeline Richard W. Paul & Associates, LLC More: the full row for Richard W. Paul & Associates, LLC 700 $29.9K 0.01% +64 13F-HR Timeline Trust Co More: the full row for Trust Co 686 $29.3K <0.01% +180 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 663 $28.3K <0.01% -7,263 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 659 $28.1K <0.01% -172 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 657 $28K <0.01% -143 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 655 $27.9K 0.01% 0 13F-HR Timeline DELTA ASSET MANAGEMENT LLC/TN More: the full row for DELTA ASSET MANAGEMENT LLC/TN 650 $27.7K <0.01% 0 13F-HR Timeline Spectrum Wealth Advisory Group, LLC More: the full row for Spectrum Wealth Advisory Group, LLC 650 $27.7K 0.01% new 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 633 $27K <0.01% -28 13F-HR Timeline Measured Wealth Private Client Group, L… More: the full row for Measured Wealth Private Client Group, LLC 610 $26K 0.01% 0 13F-HR Timeline Buck Wealth Strategies, LLC More: the full row for Buck Wealth Strategies, LLC 595 $25.4K <0.01% new 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 558 $23.8K 0.01% new 13F-HR Timeline Vision Retirement, LLC More: the full row for Vision Retirement, LLC 557 $23.8K 0.01% 0 13F-HR Timeline Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 551 $23.5K 0.01% 0 13F-HR Timeline Estabrook Capital Management More: the full row for Estabrook Capital Management 549 $23.4K <0.01% -13 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 541 $23.1K 0.01% -160 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 540 $23K <0.01% 0 13F-HR Timeline Migdal Insurance & Financial Holdings L… in group Migdal Insurance & Financial … More: the full row for Migdal Insurance & Financial Holdings Ltd. 521 $22.2K <0.01% new 13F-HR Timeline Group Provenance Wealth Advisors, LLC More: the full row for Provenance Wealth Advisors, LLC 505 $21.5K <0.01% 0 13F-HR Timeline McMillan Office, Inc. More: the full row for McMillan Office, Inc. 500 $21.3K <0.01% 0 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 495 $21.1K <0.01% 0 13F-HR Timeline Group Colonial Trust Co / SC in group Colonial Trust Advisors More: the full row for Colonial Trust Co / SC 483 $20.6K <0.01% -2,038 13F-HR Timeline Group E Fund Management (Hong Kong) Co., Ltd. More: the full row for E Fund Management (Hong Kong) Co., Ltd. 479 $20.4K 0.01% +156 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 478 $20.4K <0.01% new 13F-HR Timeline Silver Grove Financial Group, Inc. More: the full row for Silver Grove Financial Group, Inc. 455 $19.4K 0.01% new 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 454 $19.4K <0.01% -1,926 13F-HR Timeline Hamrick Investment Counsel, llc More: the full row for Hamrick Investment Counsel, llc 450 $19.2K 0.01% 0 13F-HR Timeline Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 448 $19.1K 0.02% +319 13F-HR Timeline Robinswood Financial LLC More: the full row for Robinswood Financial LLC 432 $18.4K 0.01% 0 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 422 $18K <0.01% +152 13F-HR Timeline Purpose Unlimited Inc. in group Purpose Unlimited Inc. More: the full row for Purpose Unlimited Inc. 415 $17.7K <0.01% -55 13F-HR Timeline Group Ameritas Advisory Services, LLC in group Ameritas Investment Partners,… More: the full row for Ameritas Advisory Services, LLC 408 $17.4K <0.01% new 13F-HR Timeline Group First Bancorp, Inc /ME/ More: the full row for First Bancorp, Inc /ME/ 400 $17.1K 0.01% new 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 395 $16.9K 0.01% 0 13F-HR Timeline Ares Financial Consulting, LLC More: the full row for Ares Financial Consulting, LLC 394 $16.8K 0.01% +20 13F-HR Timeline Steigerwald, Gordon & Koch Inc. More: the full row for Steigerwald, Gordon & Koch Inc. 388 $16.6K <0.01% -76 13F-HR Timeline Lavaca Capital LLC More: the full row for Lavaca Capital LLC 386 $16.5K <0.01% new 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 385 $16.4K <0.01% -910 13F-HR Timeline Global Trust Asset Management, LLC More: the full row for Global Trust Asset Management, LLC 380 $16.2K 0.01% -265 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 375 $16K <0.01% +19 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 362 $15.4K <0.01% -15 13F-HR Timeline Cornerstone Financial Management LLC More: the full row for Cornerstone Financial Management LLC 343 $14.6K 0.01% +32 13F-HR/A Timeline BOYD WATTERSON ASSET MANAGEMENT LLC/OH More: the full row for BOYD WATTERSON ASSET MANAGEMENT LLC/OH 320 $13.7K <0.01% 0 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 302 $12.9K <0.01% -3 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 300 $12.8K <0.01% 0 13F-HR Timeline Nalls Sherbakoff Group, LLC More: the full row for Nalls Sherbakoff Group, LLC 300 $12.8K 0.01% 0 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 299 $12.8K <0.01% +176 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 299 $12.8K <0.01% 0 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 280 $11.9K <0.01% -298 13F-HR Timeline Group ADKINS SEALE CAPITAL MANAGEMENT LLC More: the full row for ADKINS SEALE CAPITAL MANAGEMENT LLC 255 $10.9K 0.01% 0 13F-HR Timeline NISA INVESTMENT ADVISORS, LLC More: the full row for NISA INVESTMENT ADVISORS, LLC 249 $10.6K <0.01% +123 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 231 $9.85K 0.01% -9 13F-HR Timeline