Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 9,795 $379K <0.01% new 13F-HR Timeline GREENLEAF TRUST More: the full row for GREENLEAF TRUST 9,780 $379K <0.01% +35 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 9,864 $378K <0.01% +1,937 13F-HR Timeline Candriam S.C.A. More: the full row for Candriam S.C.A. 9,692 $375K <0.01% -454 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 9,618 $372K 0.01% 0 13F-HR Timeline Group Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 9,597 $372K 0.01% 0 13F-HR Timeline GATEWAY INVESTMENT ADVISERS LLC More: the full row for GATEWAY INVESTMENT ADVISERS LLC 9,505 $368K <0.01% -320 13F-HR Timeline Hills Bank & Trust Co in group Hills Bank & Trust Co More: the full row for Hills Bank & Trust Co 9,471 $367K 0.03% 0 13F-HR Timeline Group Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 9,429 $365K 0.01% +1,165 13F-HR Timeline Claret Asset Management Corp More: the full row for Claret Asset Management Corp 9,272 $359K 0.05% -171 13F-HR Timeline VAN DEN BERG MANAGEMENT I, INC More: the full row for VAN DEN BERG MANAGEMENT I, INC 9,264 $359K 0.11% -96 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 9,230 $357K 0.01% +482 13F-HR Timeline Group GUYASUTA INVESTMENT ADVISORS INC More: the full row for GUYASUTA INVESTMENT ADVISORS INC 9,228 $357K 0.02% 0 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 8,989 $348K <0.01% +588 13F-HR Timeline Group Asset Dedication, LLC More: the full row for Asset Dedication, LLC 8,983 $348K 0.03% -1,017 13F-HR Timeline LEIGH BALDWIN & CO., LLC More: the full row for LEIGH BALDWIN & CO., LLC 8,943 $346K 0.28% +74 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 8,897 $344K <0.01% -1,902 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 8,703 $337K 0.01% new 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 8,701 $337K 0.03% -1,439 13F-HR Timeline Sage Investment Counsel LLC More: the full row for Sage Investment Counsel LLC 8,400 $325K 0.41% 0 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 8,336 $323K 0.02% +82 13F-HR Timeline Faithward Advisors, LLC More: the full row for Faithward Advisors, LLC 8,256 $320K 0.06% -46 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 8,081 $313K 0.01% +3 13F-HR Timeline Driehaus Capital Management LLC More: the full row for Driehaus Capital Management LLC 8,000 $310K <0.01% 0 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 7,898 $306K <0.01% -856 13F-HR/A Timeline Group Keel Point, LLC More: the full row for Keel Point, LLC 7,827 $303K 0.02% +705 13F-HR Timeline CenterBook Partners LP More: the full row for CenterBook Partners LP 7,720 $299K 0.02% -19,271 13F-HR Timeline XTX Topco Ltd in group XTX Topco Ltd More: the full row for XTX Topco Ltd 7,666 $297K 0.02% new 13F-HR Timeline Group Roxbury Financial LLC More: the full row for Roxbury Financial LLC 7,722 $296K 0.29% -218 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 7,597 $294K 0.05% -13,265 13F-HR Timeline Bayesian Capital Management, LP More: the full row for Bayesian Capital Management, LP 7,577 $293K 0.05% -1,123 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 7,382 $286K 0.02% -39 13F-HR Timeline Northern Financial Advisors Inc More: the full row for Northern Financial Advisors Inc 7,308 $283K 0.23% 0 13F-HR Timeline Hardy Reed LLC More: the full row for Hardy Reed LLC 7,307 $283K 0.02% 0 13F-HR Timeline Net Worth Advisory Group More: the full row for Net Worth Advisory Group 7,209 $279K 0.09% -319 13F-HR Timeline Value Partners Investments Inc. More: the full row for Value Partners Investments Inc. 7,134 $277K 0.02% new 13F-HR Timeline SIH Partners, LLLP in group SIH Partners, LLLP More: the full row for SIH Partners, LLLP 7,099 $275K 0.02% new 13F-HR Timeline Group Blue Trust, Inc. More: the full row for Blue Trust, Inc. 7,099 $275K <0.01% +590 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 6,869 $266K <0.01% -9 13F-HR Timeline Group Fox Hill Wealth Management More: the full row for Fox Hill Wealth Management 6,842 $265K 0.16% -203 13F-HR Timeline Edgestream Partners, L.P. More: the full row for Edgestream Partners, L.P. 6,801 $263K 0.01% new 13F-HR Timeline Alan B Lancz & Associates, Inc. More: the full row for Alan B Lancz & Associates, Inc. 6,700 $259K 0.28% 0 13F-HR Timeline Keystone Wealth Services, LLC More: the full row for Keystone Wealth Services, LLC 6,680 $259K 0.07% +262 13F-HR Timeline Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 6,561 $254K 0.02% -800 13F-HR Timeline CURA WEALTH ADVISORS, LLC More: the full row for CURA WEALTH ADVISORS, LLC 6,548 $254K 0.1% 0 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 6,509 $252K 0.01% -1,635 13F-HR Timeline Good Life Advisors, LLC More: the full row for Good Life Advisors, LLC 6,462 $250K 0.02% +6 13F-HR Timeline Belmont Capital, LLC More: the full row for Belmont Capital, LLC 6,440 $249K 0.04% -152 13F-HR Timeline Fractal Investments LLC More: the full row for Fractal Investments LLC 6,400 $248K 0.03% 0 13F-HR Timeline Inscription Capital, LLC More: the full row for Inscription Capital, LLC 6,684 $247K 0.04% 13F-HR Timeline ICONIQ Capital, LLC in group ICONIQ Capital, LLC More: the full row for ICONIQ Capital, LLC 6,346 $246K <0.01% new 13F-HR Timeline Group CHOREO, LLC More: the full row for CHOREO, LLC 6,205 $240K <0.01% -8,988 13F-HR Timeline Clarius Group, LLC More: the full row for Clarius Group, LLC 6,080 $235K 0.01% -352 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 6,065 $235K 0.01% +332 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 6,007 $233K <0.01% -175 13F-HR Timeline Group CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 5,977 $231K <0.01% -425 13F-HR Timeline Group MAI Capital Management More: the full row for MAI Capital Management 5,956 $231K <0.01% -2 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 5,935 $230K 0.01% new 13F-HR Timeline BEESE FULMER INVESTMENT MANAGEMENT, INC. More: the full row for BEESE FULMER INVESTMENT MANAGEMENT, INC. 5,870 $227K 0.02% 0 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 5,861 $227K <0.01% +181 13F-HR Timeline Tacita Capital Inc More: the full row for Tacita Capital Inc 5,851 $227K 0.16% 0 13F-HR Timeline TOWNSQUARE CAPITAL LLC More: the full row for TOWNSQUARE CAPITAL LLC 5,770 $223K <0.01% +98 13F-HR Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 6,243 $223K 0.01% +734 13F-HR Timeline CARY STREET PARTNERS ASSET MANAGEMENT L… group of 2 filers holding More: the full row for CARY STREET PARTNERS ASSET MANAGEMENT LLC 5,646 $219K -1,721 Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 5,554 $215K <0.01% new 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 5,549 $215K 0.03% new 13F-HR Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 5,548 $215K <0.01% -664 13F-HR Timeline Group Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 5,521 $214K <0.01% -1,985 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 5,509 $213K 0.01% new 13F-HR Timeline Group Intelligence Driven Advisers, LLC More: the full row for Intelligence Driven Advisers, LLC 5,492 $213K 0.04% new 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 5,489 $213K 0.02% new 13F-HR Timeline WINTON GROUP Ltd in group WINTON GROUP Ltd More: the full row for WINTON GROUP Ltd 5,479 $212K 0.01% new 13F-HR Timeline Group Martin Investment Management, LLC More: the full row for Martin Investment Management, LLC 5,400 $209K 0.05% new 13F-HR Timeline RHUMBLINE ADVISERS More: the full row for RHUMBLINE ADVISERS 5,382 $208K <0.01% -423 13F-HR/A Timeline FLPUTNAM INVESTMENT MANAGEMENT CO More: the full row for FLPUTNAM INVESTMENT MANAGEMENT CO 5,372 $208K <0.01% new 13F-HR Timeline MOODY NATIONAL BANK TRUST DIVISION in group MOODY NATIONAL BANK TRUST DIV… More: the full row for MOODY NATIONAL BANK TRUST DIVISION 5,316 $206K 0.02% new 13F-HR Timeline Group UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 5,269 $204K <0.01% new 13F-HR Timeline Group NEVILLE RODIE & SHAW INC More: the full row for NEVILLE RODIE & SHAW INC 5,258 $204K 0.02% -1,000 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 5,208 $202K <0.01% -1,090 13F-HR Timeline Evelyn Partners Investment Management L… in group Evelyn Partners Group Ltd More: the full row for Evelyn Partners Investment Management LLP 5,200 $201K 0.01% 0 13F-HR/A Timeline Group Hara Capital LLC More: the full row for Hara Capital LLC 5,200 $201K 0.14% 0 13F-HR Timeline True Link Financial Advisors, LLC More: the full row for True Link Financial Advisors, LLC 5,197 $201K 0.02% new 13F-HR Timeline Total Wealth Planning & Management, Inc. More: the full row for Total Wealth Planning & Management, Inc. 5,184 $201K 0.21% new 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 5,051 $197K 0.01% -1,241 13F-HR Timeline Bayforest Capital Ltd More: the full row for Bayforest Capital Ltd 5,030 $195K 0.08% +3,054 13F-HR/A Timeline First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 4,808 $186K 0.01% -206 13F-HR Timeline Erste Asset Management GmbH in group Erste Asset Management GmbH More: the full row for Erste Asset Management GmbH 4,800 $186K <0.01% 0 13F-HR Timeline Group Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 4,531 $175K <0.01% +3,804 13F-HR Timeline LORING WOLCOTT & COOLIDGE FIDUCIARY ADV… More: the full row for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 5,000 $175K <0.01% 0 13F-HR Timeline Virtus Investment Advisers, LLC in group Virtus Investment Advisers, L… More: the full row for Virtus Investment Advisers, LLC 4,345 $168K 0.05% new 13F-HR Timeline Group SPIRIT OF AMERICA MANAGEMENT CORP/NY More: the full row for SPIRIT OF AMERICA MANAGEMENT CORP/NY 4,000 $155K 0.03% 0 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 3,614 $140K 0.01% 0 13F-HR Timeline Group Lindbrook Capital, LLC More: the full row for Lindbrook Capital, LLC 3,581 $139K 0.01% +463 13F-HR Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 3,494 $135K 0.02% +43 13F-HR Timeline Provenance Wealth Advisors, LLC More: the full row for Provenance Wealth Advisors, LLC 3,440 $133K 0.02% -2,155 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 3,366 $130K <0.01% -43,084 13F-HR Timeline Group TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 3,190 $124K 0.04% +34 13F-HR Timeline CHILTON CAPITAL MANAGEMENT LLC More: the full row for CHILTON CAPITAL MANAGEMENT LLC 3,110 $120K 0.01% 0 13F-HR Timeline Grayhawk Investment Strategies Inc. More: the full row for Grayhawk Investment Strategies Inc. 3,004 $116K 0.26% 0 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 2,997 $116K <0.01% -145 13F-HR Timeline Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 2,887 $112K 0.02% -96 13F-HR Timeline BASSO CAPITAL MANAGEMENT, L.P. More: the full row for BASSO CAPITAL MANAGEMENT, L.P. 2,700 $105K 0.09% 0 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 2,690 $104K <0.01% +69 13F-HR Timeline 10Elms LLP More: the full row for 10Elms LLP 2,650 $103K 0.1% 0 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 2,631 $102K 0.04% new 13F-HR Timeline Riverview Trust Co More: the full row for Riverview Trust Co 2,539 $98.3K 0.1% 0 13F-HR Timeline UNION SAVINGS BANK More: the full row for UNION SAVINGS BANK 2,475 $95.8K 0.05% 0 13F-HR Timeline Blume Capital Management, Inc. More: the full row for Blume Capital Management, Inc. 2,330 $90.2K 0.02% -20 13F-HR Timeline Sawyer & Company, Inc More: the full row for Sawyer & Company, Inc 2,260 $88K 0.04% -60 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 2,203 $85.3K <0.01% -436 13F-HR Timeline Group CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 2,036 $78.8K <0.01% +64 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 2,002 $77.5K <0.01% -143 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 2,000 $77.4K <0.01% 0 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 1,978 $76.6K 0.01% +1,032 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 1,931 $74.8K <0.01% 0 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 1,854 $71.8K <0.01% +14 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 1,758 $69K 0.01% -87 13F-HR Timeline Group V-Square Quantitative Management LLC More: the full row for V-Square Quantitative Management LLC 1,200 $66.9K 0.01% 0 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 1,718 $66.5K 0.04% 0 13F-HR Timeline Garde Capital, Inc. More: the full row for Garde Capital, Inc. 1,713 $66.3K <0.01% new 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 1,680 $65K 0.01% -25 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 1,609 $62.3K <0.01% +220 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 1,600 $62K 0.01% -88 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 1,542 $59.7K 0.01% 0 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 1,516 $58.7K <0.01% 0 13F-HR Timeline Group Allworth Financial LP More: the full row for Allworth Financial LP 1,567 $55.8K <0.01% -333 13F-HR Timeline Stonebridge Financial Group, LLC More: the full row for Stonebridge Financial Group, LLC 1,265 $49K 0.01% 0 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 1,228 $47.5K 0.03% +26 13F-HR Timeline MACQUARIE GROUP LTD in group MACQUARIE GROUP LTD More: the full row for MACQUARIE GROUP LTD 1,200 $46.5K <0.01% 0 13F-HR/A Timeline Group Legacy Bridge, LLC More: the full row for Legacy Bridge, LLC 1,199 $46.4K 0.03% 0 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 1,169 $45.3K <0.01% +469 13F-HR Timeline Ascentis Wealth Management, LLC in group Ascentis Wealth Management, L… More: the full row for Ascentis Wealth Management, LLC 1,120 $43.7K 0.01% new 13F-HR Timeline Group IFP Advisors, Inc More: the full row for IFP Advisors, Inc 1,119 $43.3K <0.01% +93 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 1,101 $43K 0.03% +6 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 1,094 $42.4K 0.01% 0 13F-HR/A Timeline Wayfinding Financial, LLC More: the full row for Wayfinding Financial, LLC 1,104 $42K 0.02% new 13F-HR Timeline CROWLEY WEALTH MANAGEMENT, INC. More: the full row for CROWLEY WEALTH MANAGEMENT, INC. 990 $38.3K 0.04% 0 13F-HR Timeline DELTA ASSET MANAGEMENT LLC/TN More: the full row for DELTA ASSET MANAGEMENT LLC/TN 981 $38K <0.01% 0 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 940 $36.4K <0.01% -17,293 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 936 $36.3K <0.01% new 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 931 $36K 0.01% 0 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 917 $35.5K <0.01% +257 13F-HR Timeline PEOPLES FINANCIAL SERVICES CORP. More: the full row for PEOPLES FINANCIAL SERVICES CORP. 913 $35.4K 0.02% 0 13F-HR Timeline Kiker Wealth Management, LLC More: the full row for Kiker Wealth Management, LLC 900 $34.8K 0.02% new 13F-HR Timeline ADIRONDACK TRUST CO More: the full row for ADIRONDACK TRUST CO 896 $34.7K 0.01% 0 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 859 $33.3K 0.03% -205 13F-HR Timeline Accent Capital Management, LLC More: the full row for Accent Capital Management, LLC 857 $33.2K 0.02% 0 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 850 $32.9K <0.01% +175 13F-HR Timeline TCTC Holdings, LLC in group TCTC Holdings, LLC More: the full row for TCTC Holdings, LLC 850 $32.9K <0.01% 0 13F-HR Timeline Group HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 848 $32.8K <0.01% 0 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 820 $31.8K <0.01% +405 13F-HR Timeline Hanson & Doremus Investment Management More: the full row for Hanson & Doremus Investment Management 789 $31K <0.01% +465 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 785 $30.4K <0.01% 0 13F-HR Timeline Ridgewood Investments LLC More: the full row for Ridgewood Investments LLC 750 $29K 0.01% 0 13F-HR Timeline Dixon Mitchell Investment Counsel Inc. More: the full row for Dixon Mitchell Investment Counsel Inc. 730 $28.3K <0.01% -4,145 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 696 $26.9K <0.01% 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 694 $26.9K <0.01% 0 13F-HR Timeline JCIC Asset Management Inc. More: the full row for JCIC Asset Management Inc. 661 $25.6K 0.01% 0 13F-HR Timeline West Financial Advisors, LLC More: the full row for West Financial Advisors, LLC 658 $25.5K <0.01% 0 13F-HR Timeline Capital A Wealth Management, LLC More: the full row for Capital A Wealth Management, LLC 593 $23K 0.02% 0 13F-HR Timeline Colonial Trust Co / SC in group Colonial Trust Advisors More: the full row for Colonial Trust Co / SC 588 $22.8K <0.01% -130 13F-HR Timeline Group PFS Partners, LLC More: the full row for PFS Partners, LLC 552 $21.4K 0.01% +5 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 566 $21K <0.01% new 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 530 $20.5K <0.01% -13 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 524 $20.3K 0.01% 0 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 514 $19.9K <0.01% -165 13F-HR Timeline Game Plan Financial Advisors, LLC More: the full row for Game Plan Financial Advisors, LLC 500 $19.4K 0.01% 0 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 500 $19K <0.01% 0 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 476 $18.4K <0.01% new 13F-HR Timeline Group Navigoe, LLC More: the full row for Navigoe, LLC 420 $16K 0.01% 0 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 415 $15.9K <0.01% -207 13F-HR Timeline Atlantic Edge Private Wealth Management… More: the full row for Atlantic Edge Private Wealth Management, LLC 410 $15.9K <0.01% +210 13F-HR Timeline SWAN Capital LLC More: the full row for SWAN Capital LLC 400 $15.5K 0.01% 0 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 400 $15.5K 0.01% 0 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 386 $14.9K <0.01% +92 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 380 $14.7K <0.01% +257 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 376 $14.6K 0.01% +6 13F-HR Timeline Ravenstone Capital Management Inc. More: the full row for Ravenstone Capital Management Inc. 363 $14.1K 0.01% new 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 369 $14K <0.01% 0 13F-HR Timeline Group CX Institutional More: the full row for CX Institutional 358 $14K <0.01% new 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 350 $13.6K <0.01% 0 13F-HR Timeline Alpine Bank Wealth Management in group Alpine Bank Wealth Management More: the full row for Alpine Bank Wealth Management 350 $13.6K <0.01% 13F-HR Timeline Group Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 341 $13.2K <0.01% +336 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 312 $12.1K <0.01% 0 13F-HR Timeline GABLES CAPITAL MANAGEMENT INC. More: the full row for GABLES CAPITAL MANAGEMENT INC. 300 $11.6K 0.01% 0 13F-HR Timeline Beacon Capital Management, LLC More: the full row for Beacon Capital Management, LLC 287 $11.1K <0.01% +3 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 280 $10.8K <0.01% 0 13F-HR Timeline Signature Resources Capital Management,… More: the full row for Signature Resources Capital Management, LLC 280 $10.8K 0.01% 0 13F-HR Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 268 $10.4K <0.01% 0 13F-HR Timeline Creative Capital Management Investments… More: the full row for Creative Capital Management Investments LLC 257 $9.95K <0.01% 0 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 255 $9.87K <0.01% 0 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 253 $9.8K <0.01% -262 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 248 $9.6K <0.01% +163 13F-HR Timeline BFSG, LLC More: the full row for BFSG, LLC 247 $9.56K <0.01% -141 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 207 $8.71K 0.01% -375 13F-HR Timeline LOGAN CAPITAL MANAGEMENT INC More: the full row for LOGAN CAPITAL MANAGEMENT INC 212 $8.19K <0.01% +2 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 201 $7.78K <0.01% 0 13F-HR Timeline Park Square Financial Group, LLC More: the full row for Park Square Financial Group, LLC 201 $7.78K 0.01% -52 13F-HR Timeline Concord Wealth Partners in group Concord Wealth Partners More: the full row for Concord Wealth Partners 200 $7.74K <0.01% 0 13F-HR Timeline Group OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 196 $7.59K <0.01% new 13F-HR Timeline