MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 10,903 $329K <0.01% +661 13F-HR Timeline AUGUSTINE ASSET MANAGEMENT INC More: the full row for AUGUSTINE ASSET MANAGEMENT INC 10,887 $329K 0.07% +1,184 13F-HR Timeline First County Bank /CT/ More: the full row for First County Bank /CT/ 10,526 $318K 0.17% +1,100 13F-HR Timeline WBH ADVISORY INC More: the full row for WBH ADVISORY INC 10,482 $317K 0.02% 0 13F-HR Timeline RDA Financial Network More: the full row for RDA Financial Network 10,475 $316K 0.08% +340 13F-HR Timeline Mathes Company, Inc. More: the full row for Mathes Company, Inc. 10,000 $302K 0.11% 0 13F-HR Timeline WT Wealth Management More: the full row for WT Wealth Management 10,000 $302K 0.09% 0 13F-HR Timeline BAM Wealth Management, LLC More: the full row for BAM Wealth Management, LLC 9,587 $290K 0.21% -1,674 13F-HR Timeline NAPLES GLOBAL ADVISORS, LLC More: the full row for NAPLES GLOBAL ADVISORS, LLC 9,520 $288K 0.02% -2,070 13F-HR Timeline SkyOak Wealth, LLC More: the full row for SkyOak Wealth, LLC 9,502 $287K 0.05% 0 13F-HR Timeline REINHART PARTNERS, LLC. More: the full row for REINHART PARTNERS, LLC. 9,500 $287K 0.01% 0 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 9,500 $287K 0.01% 0 13F-HR Timeline Group Narwhal Capital Management More: the full row for Narwhal Capital Management 9,496 $287K 0.02% +171 13F-HR Timeline Elser Financial Planning, Inc More: the full row for Elser Financial Planning, Inc 9,362 $283K 0.2% new 13F-HR Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 9,354 $282K <0.01% +1,537 13F-HR Timeline Group Diligent Investors, LLC More: the full row for Diligent Investors, LLC 9,347 $282K 0.07% -12 13F-HR Timeline 2UniFi Bank More: the full row for 2UniFi Bank 9,255 $280K 0.13% -303 13F-HR Timeline Octavia Wealth Advisors, LLC More: the full row for Octavia Wealth Advisors, LLC 9,244 $279K 0.03% -268 13F-HR Timeline ARS Wealth Advisors Group, LLC More: the full row for ARS Wealth Advisors Group, LLC 9,221 $278K 0.03% +615 13F-HR Timeline NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 8,989 $271K 0.03% -339 13F-HR Timeline Rinkey Investments More: the full row for Rinkey Investments 8,938 $270K 0.07% +66 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 8,903 $269K 0.01% +125 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 8,894 $269K 0.05% +300 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 8,870 $268K 0.01% -1,087 13F-HR Timeline CYPRESS FINANCIAL PLANNING LLC More: the full row for CYPRESS FINANCIAL PLANNING LLC 8,689 $262K 0.07% +1,444 13F-HR Timeline GREAT VALLEY ADVISOR GROUP, INC. in group GREAT VALLEY ADVISOR GROUP, I… More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 8,542 $258K <0.01% +342 13F-HR Timeline Group Adelphi Trust Co More: the full row for Adelphi Trust Co 8,513 $257K 0.21% 13F-HR Timeline APS Management Group, Inc. More: the full row for APS Management Group, Inc. 8,485 $256K 0.22% -46,890 13F-HR Timeline Larry Mathis Financial Planning, LLC More: the full row for Larry Mathis Financial Planning, LLC 8,448 $255K 0.23% 13F-HR Timeline Narus Financial Partners, LLC More: the full row for Narus Financial Partners, LLC 8,447 $255K 0.07% -292 13F-HR Timeline BOSTON FAMILY OFFICE LLC More: the full row for BOSTON FAMILY OFFICE LLC 8,280 $250K 0.02% new 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 8,234 $249K <0.01% 0 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 8,078 $244K 0.01% -91 13F-HR Timeline Obermeyer Wealth Partners More: the full row for Obermeyer Wealth Partners 7,984 $241K 0.01% 0 13F-HR Timeline PHILLIPS FINANCIAL MANAGEMENT, LLC More: the full row for PHILLIPS FINANCIAL MANAGEMENT, LLC 7,944 $240K 0.02% 0 13F-HR Timeline Perennial Advisors, LLC More: the full row for Perennial Advisors, LLC 7,840 $237K 0.04% -4,020 13F-HR Timeline Towercrest Capital Management More: the full row for Towercrest Capital Management 8,063 $236K 0.04% +263 13F-HR Timeline Cadent Capital Advisors, LLC More: the full row for Cadent Capital Advisors, LLC 7,789 $235K 0.06% +113 13F-HR Timeline XTX Topco Ltd in group XTX Topco Ltd More: the full row for XTX Topco Ltd 7,776 $235K 0.01% new 13F-HR Timeline Group J. Safra Sarasin Holding AG in group J. Safra Sarasin Holding AG More: the full row for J. Safra Sarasin Holding AG 7,754 $234K <0.01% 0 13F-HR Timeline Group Activest Wealth Management More: the full row for Activest Wealth Management 7,748 $234K 0.04% +113 13F-HR Timeline Galvin, Gaustad & Stein, LLC More: the full row for Galvin, Gaustad & Stein, LLC 7,747 $234K 0.02% new 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 7,620 $230K 0.02% new 13F-HR Timeline ECLECTIC ASSOCIATES INC /ADV More: the full row for ECLECTIC ASSOCIATES INC /ADV 7,536 $228K 0.04% new 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 7,463 $225K <0.01% +3,799 13F-HR Timeline Group Allworth Financial LP More: the full row for Allworth Financial LP 7,403 $224K <0.01% +2,350 13F-HR Timeline Alliance Wealth Management Group More: the full row for Alliance Wealth Management Group 7,521 $220K 0.05% +241 13F-HR Timeline Uptown Financial Advisors LLC More: the full row for Uptown Financial Advisors LLC 7,115 $215K 0.18% 0 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 7,085 $214K 0.01% 0 13F-HR Timeline Group PFG Investments, LLC More: the full row for PFG Investments, LLC 7,082 $214K 0.01% -2,044 13F-HR Timeline Coordinated Financial Services, Inc. More: the full row for Coordinated Financial Services, Inc. 7,047 $213K 0.12% new 13F-HR Timeline High Net Worth Advisory Group LLC More: the full row for High Net Worth Advisory Group LLC 7,000 $211K 0.05% 0 13F-HR Timeline Storen Legacy Partners, LLC More: the full row for Storen Legacy Partners, LLC 6,999 $211K 0.07% 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 6,900 $208K 0.01% -1,600 13F-HR Timeline SEI INVESTMENTS CO in group SEI INVESTMENTS CO More: the full row for SEI INVESTMENTS CO 6,837 $206K <0.01% -40,924 13F-HR Timeline Group HUNTER ASSOCIATES INVESTMENT MANAGEMENT… More: the full row for HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC 6,823 $206K 0.03% -1,250 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 6,093 $184K <0.01% +593 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Graney & King, LLC More: the full row for Graney & King, LLC 5,717 $173K 0.1% +27 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 5,675 $171K 0.02% +54 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 5,529 $167K 0.04% -222 13F-HR Timeline RED REEF ADVISORS LLC More: the full row for RED REEF ADVISORS LLC 5,474 $165K 0.17% 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 5,083 $154K 0.06% -805 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 5,013 $151K <0.01% -373 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 5,000 $151K 0.01% 0 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 4,583 $138K 0.02% +67 13F-HR Timeline Integrity Financial Corp /WA More: the full row for Integrity Financial Corp /WA 4,558 $138K 0.07% -503 13F-HR Timeline Elevated Capital Advisors, LLC More: the full row for Elevated Capital Advisors, LLC 4,490 $136K 0.03% new 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 4,372 $132K <0.01% new 13F-HR Timeline Lodestone Wealth Management LLC More: the full row for Lodestone Wealth Management LLC 4,200 $127K 0.05% new 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 4,080 $123K 0.01% 0 13F-HR Timeline Group SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 4,029 $122K 0.02% +1,919 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 3,746 $113K <0.01% -93 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 3,600 $109K <0.01% 0 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 3,567 $108K 0.02% +52 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 3,168 $96K <0.01% -327 13F-HR/A Timeline Group IFP Advisors, Inc More: the full row for IFP Advisors, Inc 3,144 $94.9K <0.01% -99 13F-HR Timeline MGB Wealth Management, LLC More: the full row for MGB Wealth Management, LLC 3,056 $92.3K 0.03% +206 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 2,752 $83.1K 0.01% +2,731 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 2,710 $81.8K 0.01% 0 13F-HR Timeline Nalls Sherbakoff Group, LLC More: the full row for Nalls Sherbakoff Group, LLC 2,500 $75.5K 0.05% 0 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 2,475 $74.7K <0.01% 0 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 2,385 $72K 0.02% new 13F-HR Timeline MCGUIRE CAPITAL ADVISORS INC More: the full row for MCGUIRE CAPITAL ADVISORS INC 2,380 $71.9K 0.05% 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 2,203 $66.5K <0.01% +334 13F-HR Timeline Group TD Capital Management LLC More: the full row for TD Capital Management LLC 2,045 $61.8K 0.01% 0 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 2,000 $60.4K 0.03% 0 13F-HR Timeline IFC & Insurance Marketing, Inc. More: the full row for IFC & Insurance Marketing, Inc. 1,911 $58K 0.06% 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 1,912 $57.8K <0.01% -253 13F-HR Timeline CX Institutional More: the full row for CX Institutional 1,844 $56K <0.01% +14 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 1,807 $54.6K <0.01% +586 13F-HR Timeline AFFINITY WEALTH LLC More: the full row for AFFINITY WEALTH LLC 1,804 $54.5K 0.04% +20 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 1,792 $54K <0.01% +794 13F-HR Timeline Group HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 1,690 $51K 0.01% 0 13F-HR Timeline Kennebec Savings Bank More: the full row for Kennebec Savings Bank 1,601 $48.4K 0.04% -48 13F-HR Timeline ATWOOD & PALMER INC More: the full row for ATWOOD & PALMER INC 1,325 $40K <0.01% 0 13F-HR Timeline Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 1,210 $36.5K 0.01% 0 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 1,203 $36.3K <0.01% -1,053 13F-HR Timeline Strive Financial Group ,LLC More: the full row for Strive Financial Group ,LLC 1,162 $35.1K 0.02% 13F-HR/A Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 1,116 $33.7K <0.01% -1,228 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 1,115 $33.7K <0.01% +78 13F-HR Timeline POM Investment Strategies, LLC More: the full row for POM Investment Strategies, LLC 1,084 $32.7K 0.02% new 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 1,080 $32.6K <0.01% 0 13F-HR Timeline Group EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 982 $29.7K <0.01% 0 13F-HR Timeline Group MAI Capital Management More: the full row for MAI Capital Management 966 $29.2K <0.01% +603 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 938 $28.3K <0.01% 0 13F-HR Timeline Westfuller Advisors, LLC More: the full row for Westfuller Advisors, LLC 908 $27.4K 0.01% 0 13F-HR Timeline Hamrick Investment Counsel, llc More: the full row for Hamrick Investment Counsel, llc 800 $24.2K 0.02% 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 713 $21.5K <0.01% 0 13F-HR Timeline Kingdom Financial Group LLC. More: the full row for Kingdom Financial Group LLC. 669 $20.2K 0.01% new 13F-HR Timeline WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 633 $19.1K <0.01% +365 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 622 $18.8K 0.01% 13F-HR Timeline Jackson Hole Capital Partners, LLC More: the full row for Jackson Hole Capital Partners, LLC 615 $18.6K <0.01% 0 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 577 $17.4K 0.01% 0 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 546 $16.5K 0.01% +5 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 543 $16.4K <0.01% 0 13F-HR Timeline Cordgrass Capital Advisors, LLC More: the full row for Cordgrass Capital Advisors, LLC 484 $14.6K <0.01% 0 13F-HR Timeline Basepoint Wealth LLC More: the full row for Basepoint Wealth LLC 470 $14.2K 0.01% new 13F-HR Timeline Allspring Global Investments Holdings, … in group Allspring Global Investments … More: the full row for Allspring Global Investments Holdings, LLC 463 $14K <0.01% new 13F-HR Timeline Group Delos Wealth Advisors, LLC More: the full row for Delos Wealth Advisors, LLC 459 $13.9K 0.01% 0 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 459 $13.9K 0.01% 0 13F-HR Timeline Winch Advisory Services, LLC More: the full row for Winch Advisory Services, LLC 453 $13.7K <0.01% -174 13F-HR Timeline Hoese & Co LLP More: the full row for Hoese & Co LLP 408 $12.3K 0.01% 0 13F-HR Timeline Silicon Valley Capital Partners More: the full row for Silicon Valley Capital Partners 381 $11.5K <0.01% +6 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 355 $10.7K <0.01% +1 13F-HR Timeline MOTCO More: the full row for MOTCO 327 $9.88K <0.01% -95 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 311 $9.39K <0.01% +175 13F-HR Timeline Rossmore Private Capital More: the full row for Rossmore Private Capital 300 $9.06K <0.01% 0 13F-HR Timeline United Financial Planning Group LLC More: the full row for United Financial Planning Group LLC 296 $8.94K 0.01% +4 13F-HR Timeline REDMONT WEALTH ADVISORS LLC More: the full row for REDMONT WEALTH ADVISORS LLC 252 $7.61K 0.01% 0 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 244 $7.37K <0.01% new 13F-HR Timeline WOODARD & CO ASSET MANAGEMENT GROUP INC… More: the full row for WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV 226 $6.83K <0.01% 0 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 220 $6.66K <0.01% -2,610 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 199 $6.01K <0.01% 0 13F-HR Timeline HOEY INVESTMENTS, INC More: the full row for HOEY INVESTMENTS, INC 196 $5.92K <0.01% new 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 185 $5.59K <0.01% 0 13F-HR Timeline FAS Wealth Partners, Inc. More: the full row for FAS Wealth Partners, Inc. 183 $5.53K <0.01% +182 13F-HR Timeline Register Financial Advisors LLC More: the full row for Register Financial Advisors LLC 160 $4.83K <0.01% 0 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 155 $4.68K <0.01% 0 13F-HR Timeline Garton & Associates Financial Advisors … More: the full row for Garton & Associates Financial Advisors LLC 144 $4.35K <0.01% 13F-HR Timeline 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 137 $4.14K <0.01% 0 13F-HR Timeline EPG Wealth Management LLC More: the full row for EPG Wealth Management LLC 133 $4.02K <0.01% 0 13F-HR Timeline Legacy Wealth Managment, LLC/ID in group Legacy Wealth Managment, LLC/… More: the full row for Legacy Wealth Managment, LLC/ID 132 $3.99K <0.01% 0 13F-HR Timeline Group CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 113 $3.41K <0.01% +22 13F-HR Timeline Group Monetary Solutions, Ltd More: the full row for Monetary Solutions, Ltd 76 $2.29K <0.01% 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 75 $2.28K <0.01% -1 13F-HR Timeline Group Compass Financial Services Inc More: the full row for Compass Financial Services Inc 70 $2.1K <0.01% +1 13F-HR Timeline FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 68 $2.05K <0.01% -68 13F-HR Timeline Group Virtus Fixed Income Advisers, LLC in group Virtus Investment Advisers, L… More: the full row for Virtus Fixed Income Advisers, LLC 61 $1.84K <0.01% -5 13F-HR Timeline Group Rossby Financial, LCC More: the full row for Rossby Financial, LCC 58 $1.75K <0.01% 0 13F-HR Timeline New Millennium Group LLC More: the full row for New Millennium Group LLC 57 $1.72K <0.01% new 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 54 $1.63K <0.01% -367 13F-HR Timeline WFA of San Diego, LLC More: the full row for WFA of San Diego, LLC 54 $1.63K <0.01% -8 13F-HR Timeline FWL INVESTMENT MANAGEMENT, LLC More: the full row for FWL INVESTMENT MANAGEMENT, LLC 52 $1.57K <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 49 $1.48K <0.01% new 13F-HR Timeline Group ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 43 $1.3K <0.01% new 13F-HR Timeline TUCKER ASSET MANAGEMENT LLC More: the full row for TUCKER ASSET MANAGEMENT LLC 42 $1.27K <0.01% 0 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 20 $604 <0.01% 0 13F-HR Timeline BARCLAYS PLC in group BARCLAYS PLC More: the full row for BARCLAYS PLC 1 $30 <0.01% 0 13F-HR Timeline Group