Brucke Financial, Inc. More: the full row for Brucke Financial, Inc. 7,187 $364K 0.21% -1,139 13F-HR Timeline Aspen Grove Capital, LLC More: the full row for Aspen Grove Capital, LLC 7,639 $361K 0.06% -3,507 13F-HR Timeline Wynn Capital, LLC More: the full row for Wynn Capital, LLC 7,626 $360K 0.17% +60 13F-HR Timeline GREENLEAF TRUST More: the full row for GREENLEAF TRUST 7,493 $354K <0.01% -1,149 13F-HR Timeline R Squared Ltd More: the full row for R Squared Ltd 7,458 $352K 0.15% -1,552 13F-HR Timeline RNC CAPITAL MANAGEMENT LLC More: the full row for RNC CAPITAL MANAGEMENT LLC 7,383 $348K 0.02% +500 13F-HR Timeline Amundi in group Amundi More: the full row for Amundi 6,957 $346K <0.01% 0 13F-HR Timeline Group COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 7,283 $344K <0.01% +2,668 13F-HR Timeline Group OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 7,277 $343K <0.01% -156 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 7,248 $342K <0.01% +235 13F-HR Timeline Cherokee Insurance Co More: the full row for Cherokee Insurance Co 7,213 $340K 0.15% 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 7,105 $335K 0.01% -989 13F-HR Timeline Group EAGLE ROCK INVESTMENT COMPANY, LLC More: the full row for EAGLE ROCK INVESTMENT COMPANY, LLC 6,800 $321K 0.05% 0 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 6,694 $316K 0.01% +467 13F-HR Timeline BANK OF STOCKTON More: the full row for BANK OF STOCKTON 6,678 $315K 0.09% -164 13F-HR Timeline Phillips Wealth Planners LLC More: the full row for Phillips Wealth Planners LLC 6,339 $315K 0.26% -7,456 13F-HR Timeline PZENA INVESTMENT MANAGEMENT LLC More: the full row for PZENA INVESTMENT MANAGEMENT LLC 6,666 $315K <0.01% +1,086 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 6,322 $309K 0.03% -3,050 13F-HR Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 6,531 $308K <0.01% +305 13F-HR Timeline Group JACOBS & CO/CA More: the full row for JACOBS & CO/CA 6,540 $308K 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 $307K 0.02% 0 13F-HR Timeline Group First Affirmative Financial Network More: the full row for First Affirmative Financial Network 6,486 $306K 0.14% +558 13F-HR Timeline NEW WAVE WEALTH ADVISORS LLC More: the full row for NEW WAVE WEALTH ADVISORS LLC 6,436 $304K 0.12% +1,130 13F-HR/A Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 6,402 $303K <0.01% +512 13F-HR Timeline Group Ledyard National Bank More: the full row for Ledyard National Bank 6,413 $303K 0.03% -676 13F-HR Timeline E&G Advisors, LLC More: the full row for E&G Advisors, LLC 6,398 $302K 0.07% +21 13F-HR Timeline Paragon Private Wealth Management, LLC More: the full row for Paragon Private Wealth Management, LLC 6,308 $298K 0.1% +1,562 13F-HR Timeline ATLANTIC FAMILY WEALTH, LLC More: the full row for ATLANTIC FAMILY WEALTH, LLC 6,306 $298K 0.23% 0 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 6,284 $297K 0.02% -358 13F-HR Timeline FIDUCIARY FINANCIAL GROUP, LLC More: the full row for FIDUCIARY FINANCIAL GROUP, LLC 6,282 $297K 0.05% -63 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 6,233 $294K <0.01% -405 13F-HR Timeline Bridgefront Capital, LLC More: the full row for Bridgefront Capital, LLC 6,210 $293K 0.09% -10,723 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 6,193 $292K <0.01% -1,206 13F-HR/A Timeline Group 180 WEALTH ADVISORS, LLC More: the full row for 180 WEALTH ADVISORS, LLC 6,189 $292K 0.04% -12 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 6,143 $290K 0.05% +535 13F-HR Timeline Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 6,143 $290K 0.04% new 13F-HR Timeline Cetera Trust Company, N.A More: the full row for Cetera Trust Company, N.A 6,140 $290K 0.16% 0 13F-HR Timeline Stonegate Investment Group, LLC More: the full row for Stonegate Investment Group, LLC 6,085 $287K 0.01% -1,042 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 6,045 $285K 0.01% -838 13F-HR Timeline PING CAPITAL MANAGEMENT, INC. More: the full row for PING CAPITAL MANAGEMENT, INC. 6,000 $283K 0.17% new 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 5,890 $278K 0.01% +154 13F-HR Timeline PITCAIRN CO in group PITCAIRN CO More: the full row for PITCAIRN CO 5,872 $277K 0.02% -1,428 13F-HR Timeline Group Sivia Capital Partners, LLC More: the full row for Sivia Capital Partners, LLC 5,845 $276K 0.08% -906 13F-HR Timeline HSBC HOLDINGS PLC in group HSBC HOLDINGS PLC More: the full row for HSBC HOLDINGS PLC 5,840 $276K <0.01% -2,090 13F-HR Timeline Group GF FUND MANAGEMENT CO. LTD. More: the full row for GF FUND MANAGEMENT CO. LTD. 5,773 $272K <0.01% -1,937 13F-HR Timeline GENESIS PRIVATE WEALTH, LLC More: the full row for GENESIS PRIVATE WEALTH, LLC 5,767 $272K 0.11% -765 13F-HR Timeline FLC Capital Advisors More: the full row for FLC Capital Advisors 5,751 $271K 0.05% 0 13F-HR Timeline Pinnacle West Asset Management, Inc. More: the full row for Pinnacle West Asset Management, Inc. 5,750 $271K 0.18% +775 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 5,725 $270K 0.04% -28 13F-HR Timeline FDx Advisors, Inc. More: the full row for FDx Advisors, Inc. 5,343 $270K 0.08% +63 13F-HR Timeline Verition Fund Management LLC More: the full row for Verition Fund Management LLC 5,706 $269K <0.01% new 13F-HR Timeline Beacon Bank & Trust More: the full row for Beacon Bank & Trust 5,681 $268K 0.06% +79 13F-HR Timeline Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 5,392 $267K 0.02% -828 13F-HR Timeline CERTIOR FINANCIAL GROUP, LLC More: the full row for CERTIOR FINANCIAL GROUP, LLC 5,627 $266K 0.18% +533 13F-HR Timeline Carnegie Investment Counsel More: the full row for Carnegie Investment Counsel 5,616 $265K <0.01% -40 13F-HR Timeline DEARBORN PARTNERS LLC More: the full row for DEARBORN PARTNERS LLC 5,549 $262K 0.01% 0 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 5,501 $260K 0.01% -773 13F-HR Timeline WOLVERINE TRADING, LLC More: the full row for WOLVERINE TRADING, LLC 5,686 $260K 0.01% new 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 5,494 $259K <0.01% -1,987 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 5,484 $259K 0.01% -670 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 5,416 $256K 0.18% -60 13F-HR Timeline Fiduciary Alliance LLC More: the full row for Fiduciary Alliance LLC 5,409 $255K 0.02% +159 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 5,400 $255K 0.02% -121 13F-HR Timeline Sunpointe, LLC More: the full row for Sunpointe, LLC 5,352 $253K 0.09% -1,057 13F-HR Timeline Leonard Rickey Investment Advisors P.L.… More: the full row for Leonard Rickey Investment Advisors P.L.L.C. 5,333 $252K 0.05% +238 13F-HR Timeline GUGGENHEIM CAPITAL LLC in group GUGGENHEIM CAPITAL LLC More: the full row for GUGGENHEIM CAPITAL LLC 5,260 $248K <0.01% -1,439 13F-HR Timeline Group Empowered Funds, LLC More: the full row for Empowered Funds, LLC 5,252 $248K <0.01% new 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 5,243 $247K 0.01% +514 13F-HR Timeline Foyston, Gordon & Payne Inc More: the full row for Foyston, Gordon & Payne Inc 5,215 $246K 0.05% -385 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 $246K 0.01% 0 13F-HR Timeline Group HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 5,002 $245K 0.01% +83 13F-HR/A Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 5,184 $245K <0.01% +277 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 5,182 $245K 0.01% +103 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 5,167 $244K 0.01% 0 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 5,094 $240K 0.01% -64 13F-HR Timeline Zhang Financial LLC More: the full row for Zhang Financial LLC 5,030 $237K 0.01% +30 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 5,022 $237K 0.01% -160 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 5,000 $236K 0.03% 0 13F-HR Timeline Alan B Lancz & Associates, Inc. More: the full row for Alan B Lancz & Associates, Inc. 5,000 $236K 0.21% -250 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 4,984 $235K <0.01% -695 13F-HR Timeline Group NATURAL INVESTMENTS, LLC More: the full row for NATURAL INVESTMENTS, LLC 4,994 $235K 0.06% +171 13F-HR Timeline IFS Group,LLC More: the full row for IFS Group,LLC 4,716 $235K 0.21% 13F-HR Timeline Summit Trail Advisors, LLC More: the full row for Summit Trail Advisors, LLC 4,933 $233K <0.01% +199 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 4,916 $232K 0.02% -892 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 4,901 $231K 0.12% 0 13F-HR Timeline Whetstone Capital Advisors, LLC More: the full row for Whetstone Capital Advisors, LLC 4,891 $231K 0.06% new 13F-HR Timeline FORTRESS PRIVATE LEDGER, LLC More: the full row for FORTRESS PRIVATE LEDGER, LLC 4,879 $230K 0.08% new 13F-HR Timeline Hennion & Walsh Asset Management, Inc. More: the full row for Hennion & Walsh Asset Management, Inc. 4,878 $230K 0.01% -1,937 13F-HR Timeline SENTINEL TRUST CO LBA More: the full row for SENTINEL TRUST CO LBA 4,878 $230K 0.02% new 13F-HR Timeline Koss-Olinger Consulting, LLC More: the full row for Koss-Olinger Consulting, LLC 4,767 $230K 0.02% 0 13F-HR Timeline Old North State Trust, LLC More: the full row for Old North State Trust, LLC 4,855 $229K 0.14% +71 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 4,628 $228K 0.01% -739 13F-HR Timeline FULLCIRCLE WEALTH LLC More: the full row for FULLCIRCLE WEALTH LLC 4,627 $227K 0.08% 0 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 4,812 $227K 0.01% new 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 4,794 $226K 0.01% -907 13F-HR Timeline Harrington Investments, INC More: the full row for Harrington Investments, INC 4,752 $224K 0.11% -250 13F-HR Timeline Ascentis Wealth Management, LLC group of 2 filers holding More: the full row for Ascentis Wealth Management, LLC 4,747 $224K -2,502 Timeline Opal Wealth Advisors, LLC More: the full row for Opal Wealth Advisors, LLC 4,717 $223K 0.06% -1,426 13F-HR Timeline WESBANCO BANK INC More: the full row for WESBANCO BANK INC 4,697 $222K 0.01% new 13F-HR Timeline Kendall Capital Management More: the full row for Kendall Capital Management 4,685 $221K 0.05% -50 13F-HR Timeline SCOTIA CAPITAL INC. More: the full row for SCOTIA CAPITAL INC. 4,684 $221K <0.01% -1,601 13F-HR Timeline PARADIGM ASSET MANAGEMENT CO LLC More: the full row for PARADIGM ASSET MANAGEMENT CO LLC 4,619 $218K 0.05% 0 13F-HR Timeline Procyon Advisors, LLC More: the full row for Procyon Advisors, LLC 4,535 $214K 0.01% -3,817 13F-HR Timeline HOLDERNESS INVESTMENTS CO More: the full row for HOLDERNESS INVESTMENTS CO 4,529 $214K 0.04% 0 13F-HR Timeline SIH Partners, LLLP in group SIH Partners, LLLP More: the full row for SIH Partners, LLLP 4,500 $212K 0.02% 0 13F-HR Timeline Group ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 4,469 $211K 0.01% +311 13F-HR Timeline Planned Solutions, Inc. More: the full row for Planned Solutions, Inc. 4,462 $211K 0.07% -340 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 4,429 $209K <0.01% new 13F-HR Timeline Net Worth Advisory Group More: the full row for Net Worth Advisory Group 4,415 $208K 0.06% -274 13F-HR Timeline Cordatus Wealth Management LLC More: the full row for Cordatus Wealth Management LLC 4,403 $208K 0.05% -3,811 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 4,318 $204K <0.01% -455 13F-HR Timeline Group Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 4,318 $204K 0.01% new 13F-HR Timeline Group Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 4,265 $201K 0.01% -732 13F-HR Timeline Arete Wealth Advisors, LLC More: the full row for Arete Wealth Advisors, LLC 4,253 $201K 0.01% -36 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 4,200 $198K 0.03% 0 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 4,072 $192K 0.04% 0 13F-HR Timeline Knights of Columbus Asset Advisors LLC More: the full row for Knights of Columbus Asset Advisors LLC 3,689 $174K 0.01% +88 13F-HR Timeline Hara Capital LLC More: the full row for Hara Capital LLC 3,478 $164K 0.1% 0 13F-HR Timeline Strengthening Families & Communities, L… More: the full row for Strengthening Families & Communities, LLC 3,321 $160K 0.04% +321 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 3,098 $154K <0.01% -134 13F-HR Timeline Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 3,234 $153K 0.01% +242 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 3,212 $152K 0.01% -228 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 3,100 $146K 0.01% 0 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 3,037 $143K 0.01% -234 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 2,797 $132K <0.01% +2,117 13F-HR Timeline Group Colonial Trust Co / SC in group Colonial Trust Advisors More: the full row for Colonial Trust Co / SC 2,645 $125K 0.02% -25 13F-HR Timeline Group EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 2,530 $119K <0.01% -771 13F-HR Timeline Group T. Rowe Price Investment Management, In… More: the full row for T. Rowe Price Investment Management, Inc. 2,489 $118K <0.01% +782 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 2,323 $110K 0.01% 0 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 2,291 $108K <0.01% +826 13F-HR Timeline Group BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 2,271 $107K <0.01% +1,955 13F-HR Timeline Group Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 373 $96.7K 0.02% +264 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 1,953 $92.2K <0.01% -175 13F-HR/A Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 1,864 $88K 0.02% +239 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 1,863 $88K <0.01% +54 13F-HR Timeline Group Quintet Private Bank (Europe) S.A. More: the full row for Quintet Private Bank (Europe) S.A. 1,850 $87.3K <0.01% 0 13F-HR Timeline Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 1,848 $87.2K 0.03% 0 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 1,815 $85.7K 0.01% 0 13F-HR Timeline NEW YORK STATE COMMON RETIREMENT FUND More: the full row for NEW YORK STATE COMMON RETIREMENT FUND 1,788 $84.4K <0.01% 0 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 1,783 $84.2K 0.08% +42 13F-HR Timeline TORONTO DOMINION BANK in group TORONTO DOMINION BANK More: the full row for TORONTO DOMINION BANK 1,790 $82K <0.01% new 13F-HR Timeline Group Bank & Trust Co More: the full row for Bank & Trust Co 1,644 $77.6K 0.06% 0 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 1,538 $72.6K 0.03% +273 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 1,457 $68.8K <0.01% new 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 1,402 $66.2K 0.01% +19 13F-HR Timeline Costello Asset Management, INC More: the full row for Costello Asset Management, INC 1,400 $66.1K 0.02% +1,300 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 1,407 $66K 0.01% +200 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 1,394 $66K <0.01% 0 13F-HR Timeline Group CONTRAVISORY INVESTMENT MANAGEMENT, INC. More: the full row for CONTRAVISORY INVESTMENT MANAGEMENT, INC. 1,300 $61.4K 0.01% -1,375 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 1,274 $60.1K <0.01% +18 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) 1,266 $59.8K <0.01% -3,184 13F-HR Timeline Group MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 1,242 $58.6K <0.01% new 13F-HR Timeline Ransom Advisory, Ltd More: the full row for Ransom Advisory, Ltd 1,125 $53.1K 0.02% -150 13F-HR/A Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 1,091 $51.5K 0.01% -190 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 1,062 $50.1K <0.01% +55 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 1,000 $47.2K <0.01% 0 13F-HR Timeline SITTNER & NELSON, LLC More: the full row for SITTNER & NELSON, LLC 1,000 $47.2K 0.02% new 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 966 $46K <0.01% 0 13F-HR Timeline Pingora Partners LLC More: the full row for Pingora Partners LLC 900 $42.5K 0.03% 0 13F-HR Timeline Global Trust Asset Management, LLC More: the full row for Global Trust Asset Management, LLC 880 $41.5K 0.02% -761 13F-HR Timeline Pflug Koory, LLC More: the full row for Pflug Koory, LLC 875 $41.3K 0.02% 0 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 850 $40.1K 0.01% 0 13F-HR/A Timeline Daiwa Securities Group Inc. in group Daiwa Securities Group Inc. More: the full row for Daiwa Securities Group Inc. 843 $40K <0.01% -146 13F-HR Timeline Group Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 768 $39.1K <0.01% +701 13F-HR Timeline Brentview Investment Management LLC More: the full row for Brentview Investment Management LLC 763 $36K 0.02% 0 13F-HR Timeline TCTC Holdings, LLC in group TCTC Holdings, LLC More: the full row for TCTC Holdings, LLC 750 $35.4K <0.01% 0 13F-HR Timeline Group MTM Investment Management, LLC More: the full row for MTM Investment Management, LLC 740 $34.9K 0.01% 0 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 676 $33.6K 0.01% +338 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 703 $33.2K <0.01% -337 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 693 $32.7K <0.01% 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 676 $31K <0.01% +35 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 655 $30.9K 0.01% 0 13F-HR Timeline DELTA ASSET MANAGEMENT LLC/TN More: the full row for DELTA ASSET MANAGEMENT LLC/TN 650 $30.7K <0.01% 0 13F-HR Timeline Steigerwald, Gordon & Koch Inc. More: the full row for Steigerwald, Gordon & Koch Inc. 649 $30.6K <0.01% new 13F-HR Timeline Palisade Asset Management, LLC More: the full row for Palisade Asset Management, LLC 646 $30.5K <0.01% new 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 638 $30.1K <0.01% -58 13F-HR Timeline Measured Wealth Private Client Group, L… More: the full row for Measured Wealth Private Client Group, LLC 610 $28.8K 0.01% new 13F-HR Timeline Wealth Preservation Advisors, LLC More: the full row for Wealth Preservation Advisors, LLC 600 $28.3K 0.02% +337 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 598 $28.2K 0.01% +77 13F-HR Timeline Estabrook Capital Management More: the full row for Estabrook Capital Management 576 $27.2K <0.01% -9 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 571 $27K <0.01% -893 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 556 $26.2K <0.01% new 13F-HR Timeline Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 551 $26K 0.02% 0 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 544 $25.7K <0.01% +24 13F-HR Timeline AllSquare Wealth Management LLC More: the full row for AllSquare Wealth Management LLC 544 $25.7K 0.01% 0 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 540 $25.5K <0.01% -13 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 526 $24.8K <0.01% -2,314 13F-HR/A Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 517 $24.4K <0.01% 0 13F-HR Timeline Provenance Wealth Advisors, LLC More: the full row for Provenance Wealth Advisors, LLC 505 $23.8K <0.01% 0 13F-HR Timeline NISA INVESTMENT ADVISORS, LLC More: the full row for NISA INVESTMENT ADVISORS, LLC 500 $23.6K <0.01% -500 13F-HR Timeline Perritt Capital Management Inc More: the full row for Perritt Capital Management Inc 500 $23.6K 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 $23.4K <0.01% new 13F-HR Timeline Group Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 492 $23.2K <0.01% new 13F-HR Timeline Richard W. Paul & Associates, LLC More: the full row for Richard W. Paul & Associates, LLC 488 $23K 0.01% +2 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 455 $21.5K <0.01% +205 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 454 $21.4K 0.01% -1,322 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 434 $20.5K <0.01% +111 13F-HR Timeline Robinswood Financial LLC More: the full row for Robinswood Financial LLC 432 $20.4K 0.01% 0 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 418 $19.7K 0.01% -13 13F-HR Timeline EDMOND DE ROTHSCHILD HOLDING S.A. in group EDMOND DE ROTHSCHILD HOLDING … More: the full row for EDMOND DE ROTHSCHILD HOLDING S.A. 400 $18.9K <0.01% 0 13F-HR Timeline Group