Alliance Private Wealth, LLC More: the full row for Alliance Private Wealth, LLC 6,248 $695K 0.24% 13F-HR Timeline RENASANT BANK More: the full row for RENASANT BANK 7,099 $694K 0.47% -1,190 13F-HR Timeline Mechanics Bank Trust Department More: the full row for Mechanics Bank Trust Department 7,066 $691K 0.09% -925 13F-HR Timeline Abundance Wealth Counselors More: the full row for Abundance Wealth Counselors 6,983 $683K 0.12% -470 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 6,937 $678K 0.01% +106 13F-HR Timeline YANKCOM Partnership More: the full row for YANKCOM Partnership 6,929 $677K 0.29% -533 13F-HR Timeline ALPINE WOODS CAPITAL INVESTORS, LLC in group ALPINE WOODS CAPITAL INVESTOR… More: the full row for ALPINE WOODS CAPITAL INVESTORS, LLC 6,920 $676K 0.16% new 13F-HR Timeline Group ROWLANDMILLER & PARTNERS.ADV More: the full row for ROWLANDMILLER & PARTNERS.ADV 6,880 $673K 0.13% -866 13F-HR Timeline Confluence Wealth Services, Inc. More: the full row for Confluence Wealth Services, Inc. 6,832 $668K 0.03% -736 13F-HR Timeline PLIMOTH TRUST CO LLC More: the full row for PLIMOTH TRUST CO LLC 6,830 $668K 0.15% -445 13F-HR Timeline CFS Investment Advisory Services, LLC More: the full row for CFS Investment Advisory Services, LLC 6,828 $667K 0.05% +160 13F-HR Timeline FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 6,824 $667K 0.04% +553 13F-HR Timeline Davis Investment Partners, LLC More: the full row for Davis Investment Partners, LLC 6,626 $666K 0.23% -83 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 6,808 $666K 0.01% -1,125 13F-HR/A Timeline Avondale Wealth Management More: the full row for Avondale Wealth Management 6,755 $660K 0.34% new 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 6,719 $659K 0.03% +4,602 13F-HR Timeline Unifi Asset Management LP More: the full row for Unifi Asset Management LP 6,729 $658K 0.71% 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 6,631 $648K 0.01% +184 13F-HR Timeline Group OSTRUM ASSET MANAGEMENT More: the full row for OSTRUM ASSET MANAGEMENT 6,584 $644K 0.03% -704 13F-HR Timeline First Pacific Financial More: the full row for First Pacific Financial 6,488 $634K 0.08% -271 13F-HR Timeline Phoenix Financial Ltd. in group Phoenix Financial Ltd. More: the full row for Phoenix Financial Ltd. 6,432 $629K 0.01% -696,279 13F-HR Timeline Group Citizens National Bank Trust Department More: the full row for Citizens National Bank Trust Department 6,340 $620K 0.11% 0 13F-HR Timeline KING LUTHER CAPITAL MANAGEMENT CORP More: the full row for KING LUTHER CAPITAL MANAGEMENT CORP 6,325 $618K <0.01% +525 13F-HR Timeline Bluespring Wealth Management, LLC More: the full row for Bluespring Wealth Management, LLC 6,318 $618K 0.05% -1,153 13F-HR Timeline Canopy Partners, LLC More: the full row for Canopy Partners, LLC 6,318 $618K 0.2% +1,351 13F-HR Timeline Procyon Advisors, LLC More: the full row for Procyon Advisors, LLC 6,286 $614K 0.03% +1,143 13F-HR Timeline KG Capital Management More: the full row for KG Capital Management 6,086 $612K 0.16% +1,658 13F-HR Timeline Winning Points Advisors, LLC More: the full row for Winning Points Advisors, LLC 6,252 $611K 0.65% 13F-HR Timeline Retirement Planning Co of New England, … More: the full row for Retirement Planning Co of New England, Inc. 6,238 $610K 0.24% -1,455 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 6,231 $609K 0.01% +469 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 6,197 $606K 0.02% +272 13F-HR Timeline Marks Group Wealth Management, Inc More: the full row for Marks Group Wealth Management, Inc 6,155 $602K 0.06% +303 13F-HR Timeline Global X Japan Co., Ltd. More: the full row for Global X Japan Co., Ltd. 6,141 $600K 0.05% +343 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 6,131 $599K 0.14% +5,784 13F-HR Timeline Vectors Research Management, LLC More: the full row for Vectors Research Management, LLC 6,080 $594K 0.18% 0 13F-HR Timeline Trust Investment Advisors More: the full row for Trust Investment Advisors 6,064 $593K 0.32% -510 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 6,053 $592K 0.04% +1,627 13F-HR Timeline LAKE STREET PRIVATE WEALTH, LLC More: the full row for LAKE STREET PRIVATE WEALTH, LLC 6,051 $591K 0.07% +230 13F-HR Timeline CMG Global Holdings, LLC More: the full row for CMG Global Holdings, LLC 5,160 $589K 0.26% -50 13F-HR Timeline Copley Financial Group, Inc. More: the full row for Copley Financial Group, Inc. 6,022 $589K 0.36% new 13F-HR Timeline Prairiewood Capital, LLC More: the full row for Prairiewood Capital, LLC 6,017 $588K 0.18% 0 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 6,005 $587K 0.05% -609 13F-HR Timeline Monte Financial Group, LLC More: the full row for Monte Financial Group, LLC 6,003 $587K 0.22% -66,100 13F-HR Timeline COWA, LLC More: the full row for COWA, LLC 5,956 $582K 0.18% +2,976 13F-HR Timeline PATTEN & PATTEN INC/TN More: the full row for PATTEN & PATTEN INC/TN 5,924 $579K 0.03% 0 13F-HR Timeline Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 5,894 $576K 0.04% -4,502 13F-HR Timeline MITCHELL MCLEOD PUGH & WILLIAMS INC More: the full row for MITCHELL MCLEOD PUGH & WILLIAMS INC 4,966 $574K 0.08% +1,000 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 5,811 $568K 0.04% -676 13F-HR Timeline EAGLE GLOBAL ADVISORS LLC More: the full row for EAGLE GLOBAL ADVISORS LLC 5,800 $567K 0.02% 0 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 5,788 $566K 0.04% +4 13F-HR Timeline Davis Capital Management More: the full row for Davis Capital Management 5,774 $564K 0.39% +1,219 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 5,772 $564K 0.02% -890 13F-HR Timeline Group STEEL GROVE CAPITAL ADVISORS, LLC More: the full row for STEEL GROVE CAPITAL ADVISORS, LLC 5,755 $563K 0.06% new 13F-HR Timeline PROFUND ADVISORS LLC More: the full row for PROFUND ADVISORS LLC 5,752 $562K 0.02% -62 13F-HR Timeline Optas, LLC More: the full row for Optas, LLC 5,724 $560K 0.09% new 13F-HR Timeline Associated Banc-Corp in group Associated Banc-Corp More: the full row for Associated Banc-Corp 5,699 $557K 0.01% -259 13F-HR Timeline Group United Advisor Group, LLC More: the full row for United Advisor Group, LLC 5,695 $557K 0.07% -1,665 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 5,689 $556K 0.01% -606 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 5,678 $555K 0.01% +707 13F-HR Timeline ROCKLAND TRUST CO More: the full row for ROCKLAND TRUST CO 5,649 $552K 0.02% -2,761 13F-HR Timeline EARNED WEALTH ADVISORS, LLC More: the full row for EARNED WEALTH ADVISORS, LLC 5,638 $551K 0.04% new 13F-HR/A Timeline Berger Financial Group, Inc More: the full row for Berger Financial Group, Inc 5,638 $551K 0.03% -2,440 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 5,631 $550K 0.01% +397 13F-HR Timeline Quadcap Wealth Management, LLC More: the full row for Quadcap Wealth Management, LLC 5,629 $550K 0.06% +554 13F-HR Timeline Parrish Capital LLC More: the full row for Parrish Capital LLC 5,596 $547K 0.5% 13F-HR Timeline CHICKASAW CAPITAL MANAGEMENT LLC More: the full row for CHICKASAW CAPITAL MANAGEMENT LLC 5,600 $547K 0.02% -1,215 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 5,595 $547K 0.02% +13 13F-HR Timeline Kera Capital Partners, Inc. 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More: the full row for CALTON & ASSOCIATES, INC. 5,295 $518K 0.08% +2,606 13F-HR Timeline Virtu Financial LLC in group Virtu Financial LLC More: the full row for Virtu Financial LLC 5,271 $515K 0.02% new 13F-HR Timeline Group Sepio Capital, LP More: the full row for Sepio Capital, LP 5,267 $515K 0.03% new 13F-HR Timeline TOCQUEVILLE ASSET MANAGEMENT L.P. in group TOCQUEVILLE ASSET MANAGEMENT … More: the full row for TOCQUEVILLE ASSET MANAGEMENT L.P. 5,257 $514K 0.01% +130 13F-HR Timeline Group LBP AM SA More: the full row for LBP AM SA 5,224 $511K 0.01% -102,588 13F-HR Timeline COMPASS CAPITAL MANAGEMENT, INC More: the full row for COMPASS CAPITAL MANAGEMENT, INC 5,216 $510K 0.03% -198 13F-HR Timeline 4WEALTH ADVISORS, INC. More: the full row for 4WEALTH ADVISORS, INC. 5,210 $509K 0.44% -2,772 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 5,200 $508K 0.02% new 13F-HR Timeline Group Virtue Capital Management, LLC More: the full row for Virtue Capital Management, LLC 5,020 $505K 0.08% -6,582 13F-HR/A Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 5,143 $503K 0.02% -461 13F-HR Timeline PROFFITT & GOODSON INC More: the full row for PROFFITT & GOODSON INC 5,123 $501K 0.07% -360 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 5,117 $500K 0.02% -772 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 5,110 $500K 0.01% -243 13F-HR Timeline Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 5,110 $500K 0.06% new 13F-HR Timeline PSI Advisors, LLC More: the full row for PSI Advisors, LLC 5,095 $498K 0.13% -993 13F-HR Timeline SMITH, MOORE & CO. 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More: the full row for Cullen/Frost Bankers, Inc. 4,876 $477K 0.01% new 13F-HR Timeline Group WASHINGTON TRUST Co More: the full row for WASHINGTON TRUST Co 4,854 $474K 0.02% -84 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 4,851 $474K 0.01% -4,253 13F-HR Timeline Group American Money Management, LLC More: the full row for American Money Management, LLC 4,841 $473K 0.07% -727 13F-HR Timeline Jump Financial, LLC in group Jump Financial, LLC More: the full row for Jump Financial, LLC 4,836 $473K 0.01% -370,005 13F-HR Timeline Group Wealth Advisors of Tampa Bay, LLC More: the full row for Wealth Advisors of Tampa Bay, LLC 4,835 $473K 0.16% +995 13F-HR Timeline Zullo Investment Group, Inc. 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More: the full row for Sunflower Bank, N.A. 4,770 $466K 0.12% +167 13F-HR Timeline Cladis Investment Advisory, LLC More: the full row for Cladis Investment Advisory, LLC 4,761 $465K 0.25% -449 13F-HR Timeline Capital Management Associates, Inc More: the full row for Capital Management Associates, Inc 4,754 $465K 0.1% -256 13F-HR Timeline Visionary Horizons, LLC More: the full row for Visionary Horizons, LLC 4,748 $464K 0.24% -221 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 4,742 $464K 0.03% +248 13F-HR Timeline Lester Murray Antman dba SimplyRich More: the full row for Lester Murray Antman dba SimplyRich 4,726 $461K 0.12% 0 13F-HR Timeline INSIGHT 2811, INC. More: the full row for INSIGHT 2811, INC. 4,711 $460K 0.2% +63 13F-HR Timeline Guardian Wealth Advisors, LLC More: the full row for Guardian Wealth Advisors, LLC 4,706 $460K 0.26% +263 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 4,698 $459K 0.01% +206 13F-HR Timeline Group Cedar Mountain Advisors, LLC More: the full row for Cedar Mountain Advisors, LLC 4,691 $459K 0.09% 0 13F-HR Timeline OFI INVEST ASSET MANAGEMENT More: the full row for OFI INVEST ASSET MANAGEMENT 5,041 $458K 0.01% +3,727 13F-HR Timeline Cross Staff Investments Inc More: the full row for Cross Staff Investments Inc 4,676 $457K 0.25% 0 13F-HR Timeline Cane Capital Partners, LLC More: the full row for Cane Capital Partners, LLC 4,643 $454K 0.19% 13F-HR Timeline Pavion Blue Capital, LLC More: the full row for Pavion Blue Capital, LLC 4,593 $449K 0.19% 0 13F-HR Timeline Summit Financial Wealth Advisors, LLC More: the full row for Summit Financial Wealth Advisors, LLC 4,572 $447K 0.06% -1,081 13F-HR Timeline AlphaQuest LLC More: the full row for AlphaQuest LLC 4,564 $446K 0.02% -4,445 13F-HR Timeline FIRST FINANCIAL BANK - TRUST DIVISION More: the full row for FIRST FINANCIAL BANK - TRUST DIVISION 4,558 $446K 0.04% -254 13F-HR Timeline Aull & Monroe Investment Management Corp More: the full row for Aull & Monroe Investment Management Corp 4,538 $444K 0.22% -1,230 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 4,530 $443K 0.03% +1,965 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 4,527 $443K 0.01% -624 13F-HR Timeline Group Wealth Management Associates, Inc. More: the full row for Wealth Management Associates, Inc. 4,525 $442K 0.15% 0 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 4,491 $439K 0.03% -309 13F-HR Timeline Somerset Group LLC More: the full row for Somerset Group LLC 4,540 $439K 0.33% +2,270 13F-HR Timeline Sound View Wealth Advisors Group, LLC More: the full row for Sound View Wealth Advisors Group, LLC 4,476 $438K 0.03% +1,192 13F-HR Timeline Clear Harbor Asset Management, LLC More: the full row for Clear Harbor Asset Management, LLC 4,472 $437K 0.03% -73 13F-HR Timeline RIA Advisory Group LLC More: the full row for RIA Advisory Group LLC 4,461 $436K 0.11% new 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 4,415 $432K 0.03% -98 13F-HR Timeline Bannerstone Capital Management, LLC More: the full row for Bannerstone Capital Management, LLC 4,409 $431K 0.41% 13F-HR Timeline SMITHBRIDGE ASSET MANAGEMENT INC/DE More: the full row for SMITHBRIDGE ASSET MANAGEMENT INC/DE 4,408 $431K 0.04% new 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 4,392 $429K 0.06% 0 13F-HR Timeline Group Prana Capital Management, LP More: the full row for Prana Capital Management, LP 4,379 $428K 0.02% +461 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 4,356 $426K 0.02% -6,114 13F-HR Timeline Blueshift Asset Management, LLC More: the full row for Blueshift Asset Management, LLC 4,351 $425K 0.12% new 13F-HR Timeline Strathmore Capital Advisors, Inc. More: the full row for Strathmore Capital Advisors, Inc. 4,339 $424K 0.14% -291 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 4,339 $424K 0.01% -165 13F-HR Timeline Group QTR Family Wealth, LLC More: the full row for QTR Family Wealth, LLC 3,744 $424K 0.19% new 13F-HR Timeline CULLEN INVESTMENT GROUP, LTD. More: the full row for CULLEN INVESTMENT GROUP, LTD. 4,007 $423K 0.05% -1,025 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 4,309 $421K 0.01% +1,962 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 4,306 $421K 0.01% +1 13F-HR Timeline Group Core Wealth Partners LLC More: the full row for Core Wealth Partners LLC 4,300 $420K 0.19% 0 13F-HR Timeline IMA Advisory Services, Inc. More: the full row for IMA Advisory Services, Inc. 4,294 $420K 0.04% +21 13F-HR Timeline Gallagher Fiduciary Advisors, LLC in group Gallagher Fiduciary Advisors,… More: the full row for Gallagher Fiduciary Advisors, LLC 4,279 $418K 0.01% -241 13F-HR Timeline Group Safe Harbor Wealth Advisors, LLC More: the full row for Safe Harbor Wealth Advisors, LLC 3,711 $418K 0.4% 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 4,269 $417K 0.02% +295 13F-HR/A Timeline Elgethun Capital Management More: the full row for Elgethun Capital Management 4,269 $417K 0.07% 0 13F-HR Timeline RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 4,262 $417K 0.01% -29 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 4,233 $414K 0.04% -1,006 13F-HR Timeline Oxbow Advisors, LLC More: the full row for Oxbow Advisors, LLC 4,232 $414K 0.04% new 13F-HR Timeline Trivium Point Advisory, LLC More: the full row for Trivium Point Advisory, LLC 4,229 $413K 0.04% -204 13F-HR Timeline Welch & Forbes LLC More: the full row for Welch & Forbes LLC 4,216 $412K <0.01% -2,000 13F-HR Timeline Balboa Wealth Partners More: the full row for Balboa Wealth Partners 4,187 $409K 0.07% +171 13F-HR Timeline 3Chopt Investment Partners, LLC More: the full row for 3Chopt Investment Partners, LLC 4,185 $409K 0.09% -1,523 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 4,163 $407K 0.03% -8,413 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 4,160 $407K 0.01% -1,683 13F-HR Timeline Cheviot Value Management, LLC More: the full row for Cheviot Value Management, LLC 3,991 $406K 0.04% -142 13F-HR Timeline BURKE & HERBERT BANK & TRUST CO More: the full row for BURKE & HERBERT BANK & TRUST CO 4,136 $404K 0.11% +1,536 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 4,129 $404K 0.07% -153 13F-HR Timeline Sharp Wealth Advisory, LLC More: the full row for Sharp Wealth Advisory, LLC 4,100 $401K 0.2% +900 13F-HR Timeline Penobscot Investment Management Company… More: the full row for Penobscot Investment Management Company, Inc. 4,093 $400K 0.03% -323 13F-HR Timeline Neo Ivy Capital Management More: the full row for Neo Ivy Capital Management 4,087 $400K 0.06% new 13F-HR Timeline Dakota Wealth Management More: the full row for Dakota Wealth Management 4,084 $399K 0.01% +1,843 13F-HR/A Timeline Alhambra Investment Management LLC More: the full row for Alhambra Investment Management LLC 4,078 $399K 0.19% -130 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 4,063 $397K 0.1% 0 13F-HR Timeline Perpetual Ltd in group Perpetual Ltd More: the full row for Perpetual Ltd 4,061 $397K 0.01% +525 13F-HR Timeline Group