CHIRON CAPITAL MANAGEMENT, LLC More: the full row for CHIRON CAPITAL MANAGEMENT, LLC 7,204 $347K 0.33% new 13F-HR Timeline FourThought Financial Partners, LLC More: the full row for FourThought Financial Partners, LLC 7,130 $344K 0.04% -461 13F-HR Timeline Wynn Capital, LLC More: the full row for Wynn Capital, LLC 7,126 $344K 0.22% +580 13F-HR Timeline Crestline Management, L.P. More: the full row for Crestline Management, L.P. 7,121 $343K 0.01% new 13F-HR Timeline LAKE STREET ADVISORS GROUP, LLC More: the full row for LAKE STREET ADVISORS GROUP, LLC 7,121 $343K 0.02% +406 13F-HR Timeline 180 WEALTH ADVISORS, LLC More: the full row for 180 WEALTH ADVISORS, LLC 7,077 $341K 0.05% -175 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 7,038 $339K <0.01% -26 13F-HR Timeline Group RAHLFS CAPITAL, LLC More: the full row for RAHLFS CAPITAL, LLC 6,975 $336K 0.33% 13F-HR/A Timeline Allworth Financial LP More: the full row for Allworth Financial LP 6,524 $336K <0.01% +1,443 13F-HR Timeline First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 6,919 $334K 0.01% -456 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 6,902 $333K <0.01% -3,921 13F-HR Timeline Maia Wealth LLC More: the full row for Maia Wealth LLC 6,238 $333K 0.07% +1,522 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 6,842 $329K 0.06% -3,036 13F-HR Timeline EAGLE ROCK INVESTMENT COMPANY, LLC More: the full row for EAGLE ROCK INVESTMENT COMPANY, LLC 6,800 $328K 0.05% 0 13F-HR Timeline Hennion & Walsh Asset Management, Inc. More: the full row for Hennion & Walsh Asset Management, Inc. 6,760 $326K 0.01% -335 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 6,417 $326K 0.01% -2,207 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 6,709 $324K 0.03% +66 13F-HR Timeline Code Waechter LLC More: the full row for Code Waechter LLC 6,693 $323K 0.28% +16 13F-HR Timeline NEW WAVE WEALTH ADVISORS LLC More: the full row for NEW WAVE WEALTH ADVISORS LLC 6,663 $321K 0.13% -101 13F-HR Timeline Evelyn Partners Group Ltd group of 2 filers holding More: the full row for Evelyn Partners Group Ltd 6,661 $321K new Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 6,624 $319K <0.01% +18 13F-HR Timeline Group WOLVERINE TRADING, LLC More: the full row for WOLVERINE TRADING, LLC 6,581 $317K 0.01% -419 13F-HR Timeline Atlatl Advisers LLC More: the full row for Atlatl Advisers LLC 6,559 $316K 0.19% 13F-HR Timeline JACOBS & CO/CA More: the full row for JACOBS & CO/CA 6,540 $315K 0.03% 0 13F-HR Timeline Y.D. More Investments Ltd in group Y.D. More Investments Ltd More: the full row for Y.D. More Investments Ltd 6,500 $313K 0.03% 0 13F-HR Timeline Group ARGONAUTICA PRIVATE WEALTH MANAGEMENT, … More: the full row for ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC 6,481 $313K 0.1% +925 13F-HR Timeline CRUX WEALTH ADVISORS More: the full row for CRUX WEALTH ADVISORS 6,396 $308K 0.17% 13F-HR Timeline E&G Advisors, LLC More: the full row for E&G Advisors, LLC 6,377 $308K 0.08% 0 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 6,361 $307K <0.01% +1,264 13F-HR Timeline Group LAZARD ASSET MANAGEMENT LLC in group LAZARD ASSET MANAGEMENT LLC More: the full row for LAZARD ASSET MANAGEMENT LLC 6,368 $306K <0.01% -1,329 13F-HR Timeline Group Pinnacle Financial Partners Inc More: the full row for Pinnacle Financial Partners Inc 6,333 $305K 0.01% +26 13F-HR Timeline GF FUND MANAGEMENT CO. LTD. More: the full row for GF FUND MANAGEMENT CO. LTD. 6,322 $305K 0.01% 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 6,273 $303K 0.01% -27 13F-HR Timeline BANK OF STOCKTON More: the full row for BANK OF STOCKTON 6,251 $301K 0.09% +352 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 6,241 $301K 0.08% -3,222 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 6,227 $300K 0.01% new 13F-HR Timeline Sound View Wealth Advisors Group, LLC More: the full row for Sound View Wealth Advisors Group, LLC 6,197 $299K 0.02% -581 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 6,146 $296K 0.24% -84 13F-HR Timeline GUGGENHEIM CAPITAL LLC in group GUGGENHEIM CAPITAL LLC More: the full row for GUGGENHEIM CAPITAL LLC 6,118 $295K <0.01% new 13F-HR Timeline Group Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 6,058 $292K <0.01% -44,579 13F-HR Timeline Foyston, Gordon & Payne Inc More: the full row for Foyston, Gordon & Payne Inc 6,036 $291K 0.08% +252 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 6,028 $291K 0.01% -287 13F-HR Timeline Sivia Capital Partners, LLC More: the full row for Sivia Capital Partners, LLC 5,937 $286K 0.14% -1,128 13F-HR Timeline Aigen Investment Management, LP More: the full row for Aigen Investment Management, LP 5,892 $284K 0.05% new 13F-HR Timeline Cetera Trust Company, N.A More: the full row for Cetera Trust Company, N.A 5,890 $284K 0.18% +150 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 5,881 $284K 0.01% -20 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 5,879 $284K <0.01% -2,016 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 5,843 $282K 0.03% -1,175 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 5,747 $278K 0.03% +987 13F-HR Timeline Group FULLCIRCLE WEALTH LLC More: the full row for FULLCIRCLE WEALTH LLC 5,144 $278K 0.11% +424 13F-HR Timeline DEARBORN PARTNERS LLC More: the full row for DEARBORN PARTNERS LLC 5,721 $276K 0.01% +126 13F-HR Timeline Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 5,721 $276K 0.05% +365 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 5,710 $275K 0.01% -30 13F-HR Timeline Financial Advocates Investment Manageme… More: the full row for Financial Advocates Investment Management 5,709 $275K 0.02% -618 13F-HR Timeline SVB WEALTH LLC More: the full row for SVB WEALTH LLC 5,708 $275K 0.01% new 13F-HR Timeline Eagle Ridge Investment Management More: the full row for Eagle Ridge Investment Management 5,656 $273K 0.02% +85 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 5,623 $271K 0.02% +281 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 5,616 $271K 0.02% -52 13F-HR Timeline Gallacher Capital Management LLC More: the full row for Gallacher Capital Management LLC 5,604 $270K 0.13% +15 13F-HR Timeline First Affirmative Financial Network More: the full row for First Affirmative Financial Network 5,598 $270K 0.16% +1,072 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 5,595 $270K <0.01% 0 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 5,591 $270K 0.02% -109 13F-HR Timeline Interchange Capital Partners, LLC More: the full row for Interchange Capital Partners, LLC 5,548 $268K 0.1% -539 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 5,519 $266K 0.01% -562 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 5,496 $265K 0.01% -8,976 13F-HR Timeline Bond & Devick Financial Network, Inc. More: the full row for Bond & Devick Financial Network, Inc. 4,594 $265K 0.11% 0 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 5,429 $265K 0.01% +154 13F-HR Timeline ATLANTIC FAMILY WEALTH, LLC More: the full row for ATLANTIC FAMILY WEALTH, LLC 5,431 $262K 0.31% 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 5,420 $261K 0.01% +1,869 13F-HR/A Timeline New Century Financial Group, LLC More: the full row for New Century Financial Group, LLC 5,363 $258K 0.11% -150 13F-HR Timeline RNC CAPITAL MANAGEMENT LLC More: the full row for RNC CAPITAL MANAGEMENT LLC 5,352 $258K 0.01% -865 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 5,331 $257K <0.01% -122,876 13F-HR Timeline Group WILLNER & HELLER, LLC More: the full row for WILLNER & HELLER, LLC 5,309 $256K 0.22% 0 13F-HR Timeline Alan B Lancz & Associates, Inc. More: the full row for Alan B Lancz & Associates, Inc. 5,250 $253K 0.26% -800 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 $251K 0.01% 0 13F-HR Timeline Group Pines Wealth Management, LLC More: the full row for Pines Wealth Management, LLC 5,072 $247K 0.11% 13F-HR Timeline FLPUTNAM INVESTMENT MANAGEMENT CO More: the full row for FLPUTNAM INVESTMENT MANAGEMENT CO 5,109 $246K <0.01% -1,658 13F-HR Timeline Opal Wealth Advisors, LLC More: the full row for Opal Wealth Advisors, LLC 5,094 $246K 0.07% -33 13F-HR Timeline Harrington Investments, INC More: the full row for Harrington Investments, INC 5,087 $245K 0.13% -89 13F-HR Timeline Planned Solutions, Inc. More: the full row for Planned Solutions, Inc. 5,068 $244K 0.1% -1,150 13F-HR Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 5,057 $244K <0.01% -613 13F-HR Timeline Group Cable Hill Partners, LLC More: the full row for Cable Hill Partners, LLC 5,038 $243K 0.02% -3,631 13F-HR Timeline Zhang Financial LLC More: the full row for Zhang Financial LLC 5,000 $241K 0.01% 0 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 5,000 $241K 0.03% -691 13F-HR Timeline Net Worth Advisory Group More: the full row for Net Worth Advisory Group 4,940 $238K 0.07% -207 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 4,920 $237K 0.01% +133 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 4,907 $237K 0.14% 0 13F-HR Timeline Alaska Permanent Fund Corp More: the full row for Alaska Permanent Fund Corp 4,900 $236K <0.01% 0 13F-HR Timeline Hara Capital LLC More: the full row for Hara Capital LLC 4,888 $236K 0.15% +680 13F-HR/A Timeline Old North State Trust, LLC More: the full row for Old North State Trust, LLC 4,838 $233K 0.15% +61 13F-HR Timeline COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 4,800 $232K <0.01% -92 13F-HR Timeline Group FDx Advisors, Inc. More: the full row for FDx Advisors, Inc. 4,792 $231K 0.07% -593 13F-HR Timeline Integrated Investment Consultants, LLC More: the full row for Integrated Investment Consultants, LLC 4,758 $229K 0.05% -97 13F-HR/A Timeline Tidal Investments LLC in group Tidal Investments LLC More: the full row for Tidal Investments LLC 4,741 $229K <0.01% -9,057 13F-HR Timeline Group Sunpointe, LLC More: the full row for Sunpointe, LLC 4,738 $229K 0.11% +85 13F-HR Timeline CERTIOR FINANCIAL GROUP, LLC More: the full row for CERTIOR FINANCIAL GROUP, LLC 4,729 $228K 0.2% 13F-HR Timeline Leonard Rickey Investment Advisors P.L.… More: the full row for Leonard Rickey Investment Advisors P.L.L.C. 4,709 $227K 0.05% -178 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 4,709 $227K 0.01% +751 13F-HR Timeline Clarius Group, LLC More: the full row for Clarius Group, LLC 4,708 $227K 0.02% +500 13F-HR Timeline Seed Wealth Management, Inc. More: the full row for Seed Wealth Management, Inc. 4,695 $226K 0.18% 0 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 4,023 $226K 0.01% -238 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 4,667 $225K 0.01% 0 13F-HR Timeline Arete Wealth Advisors, LLC More: the full row for Arete Wealth Advisors, LLC 4,653 $225K 0.02% 0 13F-HR Timeline Kendall Capital Management More: the full row for Kendall Capital Management 4,655 $225K 0.07% -375 13F-HR Timeline PARADIGM ASSET MANAGEMENT CO LLC More: the full row for PARADIGM ASSET MANAGEMENT CO LLC 4,619 $223K 0.06% -200 13F-HR Timeline Pinnacle West Asset Management, Inc. More: the full row for Pinnacle West Asset Management, Inc. 4,600 $222K 0.16% +500 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 4,592 $221K 0.02% +776 13F-HR Timeline HOLDERNESS INVESTMENTS CO More: the full row for HOLDERNESS INVESTMENTS CO 4,529 $218K 0.05% -74 13F-HR Timeline CKW FINANCIAL GROUP More: the full row for CKW FINANCIAL GROUP 4,450 $215K 0.03% 0 13F-HR Timeline Diametric Capital, LP More: the full row for Diametric Capital, LP 4,444 $214K 0.14% new 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 4,440 $214K 0.01% -3,713 13F-HR Timeline Capital Asset Advisory Services LLC More: the full row for Capital Asset Advisory Services LLC 4,440 $214K 0.01% -82 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 4,379 $211K 0.01% +523 13F-HR Timeline PATTEN & PATTEN INC/TN More: the full row for PATTEN & PATTEN INC/TN 4,344 $210K 0.01% +112 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 4,329 $209K 0.01% +69 13F-HR Timeline OARSMAN CAPITAL, INC. More: the full row for OARSMAN CAPITAL, INC. 4,292 $207K 0.04% -235 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 4,267 $206K 0.01% +391 13F-HR Timeline GENESIS PRIVATE WEALTH, LLC More: the full row for GENESIS PRIVATE WEALTH, LLC 4,250 $205K 0.11% 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 4,243 $205K 0.02% -552 13F-HR Timeline Portfolio Design Labs, LLC More: the full row for Portfolio Design Labs, LLC 4,241 $205K 0.04% new 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 4,200 $203K 0.03% 0 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 4,188 $202K 0.01% -86 13F-HR Timeline MITCHELL & PAHL PRIVATE WEALTH, LLC More: the full row for MITCHELL & PAHL PRIVATE WEALTH, LLC 4,181 $202K 0.09% +133 13F-HR Timeline R Squared Ltd More: the full row for R Squared Ltd 4,180 $202K 0.2% 13F-HR Timeline Beacon Bank & Trust More: the full row for Beacon Bank & Trust 4,177 $201K 0.05% -258 13F-HR Timeline Willow Creek Wealth Management Inc. More: the full row for Willow Creek Wealth Management Inc. 4,171 $201K 0.02% 0 13F-HR Timeline Bray Capital Advisors More: the full row for Bray Capital Advisors 4,075 $197K 0.05% 0 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 4,072 $196K 0.05% 0 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 4,036 $195K 0.01% -154 13F-HR Timeline Lindbrook Capital, LLC More: the full row for Lindbrook Capital, LLC 3,837 $185K 0.02% -214 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 3,816 $184K 0.02% -816 13F-HR Timeline Knights of Columbus Asset Advisors LLC More: the full row for Knights of Columbus Asset Advisors LLC 3,774 $182K 0.01% -1,184 13F-HR Timeline Mitsubishi UFJ Asset Management Co., Lt… in group Mitsubishi UFJ Trust & Bankin… More: the full row for Mitsubishi UFJ Asset Management Co., Ltd. 3,779 $182K <0.01% -88 13F-HR Timeline Group Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 3,739 $180K 0.01% +878 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 3,523 $170K 0.02% -134 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 3,334 $161K <0.01% -461 13F-HR Timeline Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 3,313 $160K 0.01% -194 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 3,250 $157K 0.02% +348 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 3,175 $156K <0.01% +525 13F-HR Timeline Group Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 3,174 $153K <0.01% +792 13F-HR Timeline Group Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 3,100 $150K 0.01% 0 13F-HR Timeline Colonial Trust Co / SC in group Colonial Trust Advisors More: the full row for Colonial Trust Co / SC 3,049 $147K 0.02% -1 13F-HR Timeline Group Strengthening Families & Communities, L… More: the full row for Strengthening Families & Communities, LLC 3,000 $145K 0.08% -321 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 2,917 $141K 0.01% -1,227 13F-HR Timeline Group Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 2,467 $119K 0.04% 0 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 2,323 $112K 0.01% 0 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 2,283 $110K <0.01% +181 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 2,182 $105K <0.01% -455 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 2,132 $103K <0.01% +313 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 1,953 $94.2K <0.01% -42 13F-HR Timeline Group Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 1,912 $92.2K 0.05% 13F-HR Timeline Quintet Private Bank (Europe) S.A. More: the full row for Quintet Private Bank (Europe) S.A. 1,850 $89.2K <0.01% 0 13F-HR Timeline Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 1,848 $89.1K 0.03% 0 13F-HR Timeline Ransom Advisory, Ltd More: the full row for Ransom Advisory, Ltd 1,825 $88K 0.04% 0 13F-HR Timeline Global Trust Asset Management, LLC More: the full row for Global Trust Asset Management, LLC 1,821 $87.8K 0.03% -950 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 1,812 $87.4K 0.02% -56 13F-HR Timeline NEW YORK STATE COMMON RETIREMENT FUND More: the full row for NEW YORK STATE COMMON RETIREMENT FUND 1,788 $86.2K <0.01% 0 13F-HR/A Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 1,769 $85.3K 0.01% 0 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 1,681 $81.1K 0.01% +253 13F-HR Timeline Bank & Trust Co More: the full row for Bank & Trust Co 1,644 $79.3K 0.07% 0 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 1,635 $78.9K 0.02% +1,306 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 1,579 $76.2K 0.04% 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 1,458 $70.3K <0.01% +74 13F-HR Timeline Group Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 1,460 $70K <0.01% -77 13F-HR Timeline Group Sugarloaf Wealth Management, LLC More: the full row for Sugarloaf Wealth Management, LLC 1,390 $67K 0.01% -74 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 1,386 $66.8K 0.01% -32 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 1,320 $63.7K 0.01% 0 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 1,310 $63.2K <0.01% +72 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 1,280 $61.7K 0.04% +173 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 1,256 $60.6K 0.01% 0 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 1,248 $60.2K <0.01% -2,654 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 1,246 $60.1K 0.02% -65 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 1,233 $59.5K 0.02% +136 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 1,116 $53.8K 0.01% new 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 1,107 $53.4K 0.01% +56 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 1,090 $52.6K <0.01% +90 13F-HR Timeline Pingora Partners LLC More: the full row for Pingora Partners LLC 1,030 $49.7K 0.03% 0 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 1,006 $48.5K 0.02% -221 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 1,000 $48.2K 0.01% 0 13F-HR Timeline MONETARY MANAGEMENT GROUP INC More: the full row for MONETARY MANAGEMENT GROUP INC 1,000 $48.2K 0.01% 0 13F-HR Timeline Daiwa Securities Group Inc. in group Daiwa Securities Group Inc. More: the full row for Daiwa Securities Group Inc. 994 $48K <0.01% -4,398 13F-HR Timeline Group GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 966 $47K <0.01% 0 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 965 $47K 0.02% 0 13F-HR Timeline SIERRA OCEAN, LLC More: the full row for SIERRA OCEAN, LLC 916 $44.2K 0.04% 13F-HR Timeline Pflug Koory, LLC More: the full row for Pflug Koory, LLC 875 $42.2K 0.02% 0 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 860 $41.5K <0.01% -213 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 850 $41K 0.01% 0 13F-HR/A Timeline TCTC Holdings, LLC in group TCTC Holdings, LLC More: the full row for TCTC Holdings, LLC 750 $36.2K <0.01% 0 13F-HR Timeline Group WINTRUST INVESTMENTS LLC More: the full row for WINTRUST INVESTMENTS LLC 753 $36K 0.03% -33 13F-HR Timeline DELTA ASSET MANAGEMENT LLC/TN More: the full row for DELTA ASSET MANAGEMENT LLC/TN 700 $33.8K <0.01% 0 13F-HR Timeline CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 649 $33.4K <0.01% +316 13F-HR Timeline Provenance Wealth Advisors, LLC More: the full row for Provenance Wealth Advisors, LLC 670 $32.3K <0.01% 0 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 647 $32K <0.01% +242 13F-HR Timeline Group Estabrook Capital Management More: the full row for Estabrook Capital Management 657 $31.7K <0.01% -3,088 13F-HR Timeline LEE DANNER & BASS INC More: the full row for LEE DANNER & BASS INC 652 $31.4K <0.01% new 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 641 $30K 0.01% 0 13F-HR Timeline Synergy Asset Management, LLC in group Synergy Asset Management, LLC More: the full row for Synergy Asset Management, LLC 519 $29.9K <0.01% new 13F-HR Timeline Group Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 540 $29.3K <0.01% -193 13F-HR Timeline Group Leonteq Securities AG More: the full row for Leonteq Securities AG 599 $28.9K <0.01% +437 13F-HR Timeline McClarren Financial Advisors, Inc. More: the full row for McClarren Financial Advisors, Inc. 600 $28K 0.08% +543 13F-HR Timeline