DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 1,990,147 $81.8M 0.42% -11,304 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 92,404 $3.72M 0.17% +1,447 13F-HR Timeline Fulton Bank, N.A. More: the full row for Fulton Bank, N.A. 73,009 $3.01M 0.09% +4,813 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 63,417 $2.55M <0.01% -38,793 13F-HR Timeline Euro Pacific Asset Management, LLC More: the full row for Euro Pacific Asset Management, LLC 45,375 $2.02M 0.16% -493 13F-HR Timeline AUGUSTINE ASSET MANAGEMENT INC More: the full row for AUGUSTINE ASSET MANAGEMENT INC 43,463 $1.79M 0.39% -670 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 37,039 $1.53M 0.07% +7,919 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 27,606 $1.14M 0.01% -8,707 13F-HR Timeline BAILARD, INC. More: the full row for BAILARD, INC. 25,750 $1.06M 0.02% -746 13F-HR Timeline Keystone Financial Planning, Inc. More: the full row for Keystone Financial Planning, Inc. 21,872 $902K 0.22% 0 13F-HR Timeline JAMISON PRIVATE WEALTH MANAGEMENT, INC. More: the full row for JAMISON PRIVATE WEALTH MANAGEMENT, INC. 21,792 $898K 0.09% -2,211 13F-HR Timeline Peoples Bank/KS More: the full row for Peoples Bank/KS 16,488 $680K 0.66% +113 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 16,143 $666K 0.12% -325 13F-HR Timeline Ignite Planners, LLC More: the full row for Ignite Planners, LLC 10,666 $618K 0.08% new 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 13,451 $555K 0.02% +124 13F-HR Timeline PING CAPITAL MANAGEMENT, INC. More: the full row for PING CAPITAL MANAGEMENT, INC. 10,000 $412K 0.14% 0 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 8,810 $363K 0.03% -1,465 13F-HR Timeline FIDUCIARY FINANCIAL GROUP, LLC More: the full row for FIDUCIARY FINANCIAL GROUP, LLC 8,086 $333K 0.04% -317 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 7,950 $328K 0.01% +2,648 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 7,054 $291K 0.01% new 13F-HR Timeline Wynn Capital, LLC More: the full row for Wynn Capital, LLC 7,025 $290K 0.13% -185 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 6,935 $286K 0.02% +471 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 6,514 $269K <0.01% new 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 6,412 $264K 0.01% +319 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 6,346 $262K 0.01% +616 13F-HR Timeline E&G Advisors, LLC More: the full row for E&G Advisors, LLC 6,198 $256K 0.05% -200 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 5,675 $234K 0.01% +1,386 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 5,000 $206K 0.02% 0 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 4,050 $167K 0.02% -4,350 13F-HR Timeline Quintet Private Bank (Europe) S.A. More: the full row for Quintet Private Bank (Europe) S.A. 2,050 $84.5K <0.01% 0 13F-HR Timeline Bank & Trust Co More: the full row for Bank & Trust Co 1,313 $54.1K 0.03% -242 13F-HR Timeline Trust Co More: the full row for Trust Co 618 $25.5K <0.01% -68 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 454 $18.7K <0.01% 0 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 425 $17.5K <0.01% -133 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 411 $16.9K <0.01% -11 13F-HR Timeline GK Wealth Management LLC More: the full row for GK Wealth Management LLC 363 $15K 0.01% new 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 300 $12.4K <0.01% 0 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 200 $8.25K <0.01% 0 13F-HR Timeline CX Institutional More: the full row for CX Institutional 168 $7K <0.01% +68 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 163 $6.72K <0.01% +4 13F-HR Timeline Planning Strategies Inc. More: the full row for Planning Strategies Inc. 110 $4.54K <0.01% new 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 49 $2.02K <0.01% 0 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 30 $1.24K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. GILPIN WEALTH MANAGEMENT, LLC More: the full row for GILPIN WEALTH MANAGEMENT, LLC 9 $372 <0.01% new 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 2 $82 <0.01% -91 13F-HR Timeline