SEARLE & CO. More: the full row for SEARLE & CO. 16,500 $342K 0.09% 0 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 16,296 $337K 0.02% +8,471 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 16,260 $337K 0.01% +552 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 16,158 $334K <0.01% +7,625 13F-HR Timeline Group Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 15,907 $329K 0.01% -3,650 13F-HR Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 15,859 $328K 0.04% 0 13F-HR Timeline HSBC HOLDINGS PLC in group HSBC HOLDINGS PLC More: the full row for HSBC HOLDINGS PLC 15,836 $327K <0.01% +2,870 13F-HR Timeline Group Frec Markets, Inc. in group Frec Markets, Inc. More: the full row for Frec Markets, Inc. 15,608 $323K 0.06% +4,242 13F-HR Timeline Group PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 15,570 $322K <0.01% -5,560 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 15,256 $316K 0.01% +3,016 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 15,216 $315K 0.01% -5,619 13F-HR Timeline Group Stratos Wealth Partners, LTD. group of 2 filers holding More: the full row for Stratos Wealth Partners, LTD. 15,126 $313K -6,629 Timeline MENORA MIVTACHIM HOLDINGS LTD. in group MENORA MIVTACHIM HOLDINGS LTD. More: the full row for MENORA MIVTACHIM HOLDINGS LTD. 15,000 $310K <0.01% new 13F-HR Timeline Group Aljian Capital Management, LLC More: the full row for Aljian Capital Management, LLC 14,835 $307K 0.06% -250 13F-HR Timeline Aigen Investment Management, LP More: the full row for Aigen Investment Management, LP 14,760 $306K 0.08% new 13F-HR Timeline NICOLET BANKSHARES INC in group NICOLET BANKSHARES INC More: the full row for NICOLET BANKSHARES INC 14,186 $300K 0.01% new 13F-HR Timeline Group XPONANCE LLC More: the full row for XPONANCE LLC 14,461 $299K <0.01% +3,317 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 14,315 $296K 0.02% -125 13F-HR Timeline CERTIOR FINANCIAL GROUP, LLC More: the full row for CERTIOR FINANCIAL GROUP, LLC 14,294 $296K 0.19% +894 13F-HR Timeline Pekin Hardy Strauss, Inc. More: the full row for Pekin Hardy Strauss, Inc. 14,222 $294K 0.03% -500 13F-HR Timeline SEEDS INVESTOR LLC More: the full row for SEEDS INVESTOR LLC 13,950 $292K 0.04% -2,387 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 14,098 $292K <0.01% -142 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 14,054 $291K 0.01% -9,312 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 14,536 $290K 0.02% +806 13F-HR Timeline PEAPACK GLADSTONE FINANCIAL CORP More: the full row for PEAPACK GLADSTONE FINANCIAL CORP 13,878 $287K <0.01% +386 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 13,823 $286K <0.01% -15,876 13F-HR Timeline Group DEARBORN PARTNERS LLC More: the full row for DEARBORN PARTNERS LLC 13,811 $286K 0.02% +32 13F-HR Timeline Sivia Capital Partners, LLC More: the full row for Sivia Capital Partners, LLC 13,805 $286K 0.06% -20,177 13F-HR Timeline Traveka Wealth, LLC More: the full row for Traveka Wealth, LLC 13,758 $285K 0.11% -1,112 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 13,745 $285K 0.06% +86 13F-HR Timeline Wilkinson Global Asset Management LLC More: the full row for Wilkinson Global Asset Management LLC 13,730 $284K 0.02% -2,000 13F-HR Timeline Abel Hall, LLC More: the full row for Abel Hall, LLC 13,437 $278K 0.06% +2,448 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 13,122 $272K 0.02% +95 13F-HR Timeline Florida Trust Wealth Management Co More: the full row for Florida Trust Wealth Management Co 13,110 $271K 0.01% 0 13F-HR Timeline South Shore Capital Advisors More: the full row for South Shore Capital Advisors 12,998 $269K 0.2% +164 13F-HR Timeline Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 12,978 $269K -500 Timeline LAUREL OAK WEALTH MANAGEMENT, LLC More: the full row for LAUREL OAK WEALTH MANAGEMENT, LLC 12,864 $266K 0.04% -1,656 13F-HR Timeline Capital Group Private Client Services, … in group CAPITAL GROUP INVESTMENT MANA… More: the full row for Capital Group Private Client Services, Inc. 12,784 $265K <0.01% -661 13F-HR Timeline Group JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 12,731 $264K <0.01% -5,951 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 12,636 $262K <0.01% -729 13F-HR Timeline Chicago Capital, LLC More: the full row for Chicago Capital, LLC 12,615 $261K 0.01% 0 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 12,537 $260K 0.02% -908 13F-HR Timeline White Knight Strategic Wealth Advisors,… More: the full row for White Knight Strategic Wealth Advisors, LLC 12,375 $256K 0.22% -3,550 13F-HR Timeline Livet Wealth, LLC More: the full row for Livet Wealth, LLC 12,329 $255K 0.16% -1,076 13F-HR Timeline WCG Wealth Advisors LLC More: the full row for WCG Wealth Advisors LLC 12,254 $254K 0.01% -7 13F-HR Timeline Opes Wealth Management LLC More: the full row for Opes Wealth Management LLC 12,035 $249K 0.04% +55 13F-HR Timeline Bank Julius Baer & Co. Ltd, Zurich More: the full row for Bank Julius Baer & Co. Ltd, Zurich 12,000 $248K <0.01% new 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 11,994 $248K 0.01% -139 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 11,978 $248K 0.01% -10,523 13F-HR Timeline OneAscent Financial Services LLC in group OneAscent Financial Services … More: the full row for OneAscent Financial Services LLC 11,922 $247K 0.01% +1,291 13F-HR Timeline Group TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 11,839 $245K 0.01% -5 13F-HR Timeline DELTA FINANCIAL ADVISORS LLC More: the full row for DELTA FINANCIAL ADVISORS LLC 11,800 $244K 0.06% new 13F-HR Timeline DEUTSCHE BANK AG\ in group DEUTSCHE BANK AG\ More: the full row for DEUTSCHE BANK AG\ 11,543 $239K <0.01% -133 13F-HR Timeline Group Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 11,455 $237K 0.13% 0 13F-HR Timeline Blueshift Asset Management, LLC More: the full row for Blueshift Asset Management, LLC 11,324 $234K 0.07% -62,885 13F-HR Timeline DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 11,311 $234K 0.05% -1,652 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 11,277 $233K 0.01% -1,100 13F-HR Timeline Canopy Partners, LLC More: the full row for Canopy Partners, LLC 11,224 $232K 0.08% -874 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 11,177 $231K 0.01% -912 13F-HR Timeline 180 WEALTH ADVISORS, LLC More: the full row for 180 WEALTH ADVISORS, LLC 11,160 $231K 0.03% -455 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 11,005 $228K <0.01% +1,013 13F-HR Timeline Portland Global Advisors LLC More: the full row for Portland Global Advisors LLC 10,970 $227K 0.02% 0 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 10,956 $227K 0.01% +1,156 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 10,913 $226K 0.02% new 13F-HR Timeline Group Keel Point, LLC More: the full row for Keel Point, LLC 10,880 $225K 0.02% -24,495 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 10,872 $225K 0.01% +2,691 13F-HR Timeline Group DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 10,817 $224K <0.01% -92 13F-HR Timeline Gryphon Financial Partners LLC More: the full row for Gryphon Financial Partners LLC 10,717 $222K 0.02% new 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 10,701 $222K <0.01% new 13F-HR Timeline ONE WEALTH CAPITAL MANAGEMENT, LLC More: the full row for ONE WEALTH CAPITAL MANAGEMENT, LLC 10,994 $220K 0.1% -3,700 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 10,550 $218K 0.02% -46 13F-HR Timeline Baker Ellis Asset Management LLC More: the full row for Baker Ellis Asset Management LLC 10,525 $218K 0.03% -5,000 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 10,470 $217K 0.01% +360 13F-HR Timeline MEYER HANDELMAN CO More: the full row for MEYER HANDELMAN CO 10,435 $216K 0.01% 0 13F-HR Timeline SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 10,388 $215K 0.02% -2,075 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 10,372 $215K <0.01% -7,715 13F-HR Timeline Group Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 10,347 $214K <0.01% -679 13F-HR Timeline RIVERSEDGE ADVISORS, LLC More: the full row for RIVERSEDGE ADVISORS, LLC 10,325 $214K 0.03% -1,771 13F-HR Timeline BAKER TILLY WEALTH MANAGEMENT, LLC More: the full row for BAKER TILLY WEALTH MANAGEMENT, LLC 10,293 $213K 0.05% -1,362 13F-HR Timeline Choate Investment Advisors More: the full row for Choate Investment Advisors 10,278 $213K <0.01% +343 13F-HR Timeline Dynasty Wealth Management, LLC More: the full row for Dynasty Wealth Management, LLC 10,222 $212K <0.01% -37,373 13F-HR Timeline Abundance Wealth Counselors More: the full row for Abundance Wealth Counselors 9,998 $207K 0.03% +96 13F-HR Timeline SAPIENT CAPITAL LLC More: the full row for SAPIENT CAPITAL LLC 9,988 $207K <0.01% -4,451 13F-HR/A Timeline Baron Wealth Management LLC More: the full row for Baron Wealth Management LLC 9,854 $204K 0.06% -7,399 13F-HR Timeline JACKSON THORNTON WEALTH MANAGEMENT, LLC More: the full row for JACKSON THORNTON WEALTH MANAGEMENT, LLC 9,685 $204K 0.02% new 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 9,846 $204K 0.01% -265 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 9,844 $204K 0.04% 0 13F-HR Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 9,811 $203K 0.02% -109 13F-HR Timeline Group STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 9,753 $202K <0.01% -5,214 13F-HR Timeline Group HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 9,336 $193K <0.01% +5,849 13F-HR Timeline Horizon Investments, LLC More: the full row for Horizon Investments, LLC 9,072 $188K <0.01% +4,777 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 8,238 $171K 0.03% -2 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 7,640 $158K 0.01% -1,420 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 7,317 $151K 0.01% 0 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 7,111 $147K 0.01% +108 13F-HR Timeline Group PALLADIEM, LLC More: the full row for PALLADIEM, LLC 6,825 $146K 0.14% 0 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 6,908 $143K <0.01% +81 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 6,640 $137K 0.01% 0 13F-HR Timeline CHESAPEAKE ASSET MANAGEMENT LLC More: the full row for CHESAPEAKE ASSET MANAGEMENT LLC 6,620 $137K 0.11% -6,620 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 6,599 $137K 0.01% -2,326 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 6,499 $135K <0.01% +431 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 5,791 $120K 0.05% -1,485 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 5,753 $119K <0.01% new 13F-HR Timeline Maj Invest Holding A/S in group Maj Invest Holding A/S More: the full row for Maj Invest Holding A/S 5,500 $114K 0.01% 0 13F-HR Timeline Group HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 5,441 $113K <0.01% -1,653 13F-HR Timeline Group CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 5,279 $109K 0.01% 0 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 4,991 $106K 0.01% +2,552 13F-HR Timeline Anfield Capital Management, LLC in group Anfield Capital Management, L… More: the full row for Anfield Capital Management, LLC 5,039 $104K 0.03% new 13F-HR Timeline Group Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 5,000 $104K 0.01% +4,749 13F-HR Timeline TORONTO DOMINION BANK in group TORONTO DOMINION BANK More: the full row for TORONTO DOMINION BANK 4,981 $103K <0.01% -425 13F-HR Timeline Group Quent Capital, LLC More: the full row for Quent Capital, LLC 4,888 $101K 0.01% 0 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 4,776 $98.9K 0.02% +343 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 4,767 $98.7K 0.01% +1,083 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 4,573 $94.7K <0.01% +286 13F-HR Timeline Wealth Preservation Advisors, LLC More: the full row for Wealth Preservation Advisors, LLC 4,500 $93.2K 0.08% 0 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 4,406 $91.2K 0.06% +303 13F-HR Timeline Accent Capital Management, LLC More: the full row for Accent Capital Management, LLC 4,174 $86.4K 0.04% +2,794 13F-HR/A Timeline JTC Employer Solutions Trustee Ltd More: the full row for JTC Employer Solutions Trustee Ltd 4,000 $83K 0.01% -950 13F-HR Timeline FIDEURAM - INTESA SANPAOLO PRIVATE BANK… More: the full row for FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A. 4,001 $82.8K <0.01% 0 13F-HR Timeline LOM Asset Management Ltd More: the full row for LOM Asset Management Ltd 4,000 $82.8K 0.02% 0 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 3,885 $80.4K <0.01% -245 13F-HR Timeline V-Square Quantitative Management LLC More: the full row for V-Square Quantitative Management LLC 3,809 $78.8K 0.01% +2,759 13F-HR Timeline Legend Capital Advisors LLC More: the full row for Legend Capital Advisors LLC 3,750 $77.6K 0.05% new 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 3,585 $74.2K 0.01% -756 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 3,572 $73.9K 0.01% -2,456 13F-HR Timeline Ares Financial Consulting, LLC More: the full row for Ares Financial Consulting, LLC 3,485 $73.6K 0.06% new 13F-HR Timeline Quantbot Technologies LP More: the full row for Quantbot Technologies LP 3,506 $72.6K <0.01% -9,480 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 3,445 $71.3K 0.01% -201 13F-HR Timeline Owl Creek Wealth Partners LLC More: the full row for Owl Creek Wealth Partners LLC 3,162 $65.5K 0.02% 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 3,104 $64.3K <0.01% -1,541 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 3,084 $63.8K 0.02% new 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 2,860 $60.5K 0.01% 0 13F-HR Timeline REXFORD CAPITAL INC More: the full row for REXFORD CAPITAL INC 2,815 $58.3K 0.04% 0 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 2,792 $57.8K +177 Timeline NISA INVESTMENT ADVISORS, LLC More: the full row for NISA INVESTMENT ADVISORS, LLC 2,709 $56.1K <0.01% +109 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 2,638 $54.6K 0.01% +1,269 13F-HR Timeline Community Bank, N.A. More: the full row for Community Bank, N.A. 2,590 $53.6K 0.01% 0 13F-HR Timeline VESTOR CAPITAL, LLC More: the full row for VESTOR CAPITAL, LLC 2,500 $52K <0.01% +2,247 13F-HR Timeline PIN OAK INVESTMENT ADVISORS INC More: the full row for PIN OAK INVESTMENT ADVISORS INC 2,493 $52K 0.04% -41 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 2,421 $50.1K 0.01% 0 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 2,395 $49K 0.01% 0 13F-HR/A Timeline Operose Advisors LLC More: the full row for Operose Advisors LLC 2,271 $47K 0.01% +751 13F-HR Timeline PITTENGER & ANDERSON INC More: the full row for PITTENGER & ANDERSON INC 2,265 $46.9K <0.01% 0 13F-HR Timeline Ameliora Wealth Management Ltd. More: the full row for Ameliora Wealth Management Ltd. 2,200 $45.5K 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 2,182 $45.2K <0.01% 0 13F-HR Timeline Group Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 2,170 $44.9K <0.01% -320 13F-HR Timeline Group Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 2,070 $42.8K 0.01% 0 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 2,060 $42.6K <0.01% -719 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 2,034 $42.1K 0.01% +888 13F-HR Timeline Founders Capital Management More: the full row for Founders Capital Management 2,005 $41.5K 0.02% 0 13F-HR Timeline Fairscale Capital, LLC More: the full row for Fairscale Capital, LLC 1,988 $41.2K 0.03% 0 13F-HR Timeline EFG International AG in group EFG International AG More: the full row for EFG International AG 1,928 $39.9K <0.01% new 13F-HR Timeline Group Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 1,802 $38.1K <0.01% -883 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 1,815 $37.6K 0.02% -60 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 1,810 $37.5K 0.01% -185 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 1,736 $35.9K 0.01% +627 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 1,720 $35.6K <0.01% -375 13F-HR Timeline BAILLIE GIFFORD & CO in group BAILLIE GIFFORD & CO More: the full row for BAILLIE GIFFORD & CO 1,672 $34.6K <0.01% +121 13F-HR Timeline Group ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 1,631 $33.8K <0.01% -6 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 1,606 $33.2K <0.01% +140 13F-HR Timeline Evelyn Partners Asset Management Ltd in group Evelyn Partners Group Ltd More: the full row for Evelyn Partners Asset Management Ltd 1,600 $33.1K 0.01% new 13F-HR Timeline Group Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 1,550 $32.1K 0.02% new 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 1,510 $31.3K <0.01% -1,210 13F-HR Timeline TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 1,506 $31.2K <0.01% 0 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 1,431 $29.6K <0.01% 0 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 1,422 $29.4K 0.02% +407 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 1,406 $29.1K <0.01% -1,987 13F-HR Timeline UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT… More: the full row for UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT CO 1,375 $28.5K <0.01% new 13F-HR Timeline Wellington Grp LLC More: the full row for Wellington Grp LLC 1,350 $27.9K 0.01% -262 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 1,345 $27.8K <0.01% 0 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 1,332 $27.6K <0.01% +433 13F-HR Timeline Tacita Capital Inc More: the full row for Tacita Capital Inc 1,275 $26.4K 0.02% 0 13F-HR Timeline General Partner, Inc. More: the full row for General Partner, Inc. 1,245 $25.8K 0.02% 0 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 1,202 $25K <0.01% +357 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 1,207 $25K 0.01% +170 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 1,182 $24.5K <0.01% +431 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 1,182 $24.5K <0.01% +139 13F-HR Timeline COUNTRY TRUST BANK More: the full row for COUNTRY TRUST BANK 1,171 $24.2K <0.01% 0 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 1,161 $24K <0.01% +206 13F-HR Timeline Vision Retirement, LLC More: the full row for Vision Retirement, LLC 1,160 $24K 0.01% 0 13F-HR Timeline Opal Wealth Advisors, LLC More: the full row for Opal Wealth Advisors, LLC 1,139 $23.6K 0.01% new 13F-HR Timeline Measured Wealth Private Client Group, L… More: the full row for Measured Wealth Private Client Group, LLC 1,135 $23.5K 0.01% 0 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 1,135 $23K <0.01% -365 13F-HR Timeline Group TSFG, LLC More: the full row for TSFG, LLC 1,100 $23K <0.01% new 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 1,108 $22.9K <0.01% -43 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 1,079 $22.3K <0.01% 0 13F-HR Timeline FEDERATED HERMES, INC. in group FEDERATED HERMES, INC. More: the full row for FEDERATED HERMES, INC. 1,028 $21.3K <0.01% +201 13F-HR Timeline Group Steigerwald, Gordon & Koch Inc. More: the full row for Steigerwald, Gordon & Koch Inc. 1,000 $20.7K <0.01% +456 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 985 $20.4K <0.01% 0 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 995 $19.5K <0.01% -236 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 939 $19.4K <0.01% +24 13F-HR Timeline FOSTER DYKEMA CABOT & PARTNERS, LLC More: the full row for FOSTER DYKEMA CABOT & PARTNERS, LLC 935 $19.4K <0.01% 0 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 930 $19.3K 0.01% +100 13F-HR Timeline Advocate Investing Services LLC More: the full row for Advocate Investing Services LLC 845 $17.5K 0.01% 0 13F-HR Timeline Robinswood Financial LLC More: the full row for Robinswood Financial LLC 835 $17.3K 0.01% 0 13F-HR/A Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 825 $17.1K <0.01% 0 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 815 $16.9K <0.01% +15 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 808 $16.7K <0.01% -868 13F-HR Timeline NATIONAL BANK OF CANADA /FI/ in group NATIONAL BANK OF CANADA /FI/ More: the full row for NATIONAL BANK OF CANADA /FI/ 786 $16.6K <0.01% -5,551 13F-HR Timeline Group NVWM, LLC More: the full row for NVWM, LLC 800 $16.6K <0.01% 0 13F-HR Timeline