NAVELLIER & ASSOCIATES INC More: the full row for NAVELLIER & ASSOCIATES INC 3,804 $396K 0.05% -90,517 13F-HR Timeline Compass Wealth Management LLC More: the full row for Compass Wealth Management LLC 3,720 $393K 0.1% 0 13F-HR Timeline Westover Capital Advisors, LLC More: the full row for Westover Capital Advisors, LLC 3,700 $391K 0.09% 0 13F-HR Timeline Magnetar Financial LLC in group Magnetar Financial LLC More: the full row for Magnetar Financial LLC 3,692 $390K 0.01% new 13F-HR Timeline Group Leonteq Securities AG More: the full row for Leonteq Securities AG 3,685 $390K 0.03% +811 13F-HR Timeline First Eagle Investment Management, LLC in group First Eagle Investment Manage… More: the full row for First Eagle Investment Management, LLC 3,679 $388K <0.01% -200 13F-HR Timeline Group SHELTON CAPITAL MANAGEMENT More: the full row for SHELTON CAPITAL MANAGEMENT 3,626 $383K 0.01% -248 13F-HR Timeline Martin Capital Advisors, LLP More: the full row for Martin Capital Advisors, LLP 3,576 $378K 0.27% 0 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 3,574 $377K <0.01% -28,430 13F-HR Timeline Atria Wealth Solutions, Inc. More: the full row for Atria Wealth Solutions, Inc. 3,485 $368K <0.01% -4,465 13F-HR Timeline Ellis Investment Partners, LLC More: the full row for Ellis Investment Partners, LLC 3,436 $363K 0.08% -336 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 3,369 $356K 0.01% +8 13F-HR Timeline Group TWO SIGMA INVESTMENTS, LP group of 2 filers holding More: the full row for TWO SIGMA INVESTMENTS, LP 3,300 $348K -144,098 Timeline CIBC Asset Management Inc More: the full row for CIBC Asset Management Inc 3,290 $347K <0.01% +67 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 3,423 $343K 0.01% +57 13F-HR Timeline Callan Family Office, LLC More: the full row for Callan Family Office, LLC 3,241 $342K 0.03% +56 13F-HR Timeline Graham Capital Management, L.P. More: the full row for Graham Capital Management, L.P. 3,223 $340K 0.01% -57,806 13F-HR Timeline MITCHELL MCLEOD PUGH & WILLIAMS INC More: the full row for MITCHELL MCLEOD PUGH & WILLIAMS INC 3,206 $339K 0.07% -160 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 3,204 $338K <0.01% +351 13F-HR Timeline Orion Portfolio Solutions, LLC More: the full row for Orion Portfolio Solutions, LLC 3,204 $338K <0.01% +351 13F-HR/A Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 3,199 $338K 0.01% -880 13F-HR Timeline AIA Group Ltd in group AIA Group Ltd More: the full row for AIA Group Ltd 3,144 $332K 0.01% +542 13F-HR Timeline Group Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 3,137 $331K 0.01% -9,019 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 3,128 $330K <0.01% -407 13F-HR Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 3,095 $327K <0.01% +265 13F-HR Timeline Group Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 3,026 $320K 0.01% -7,620 13F-HR Timeline Group CHOREO, LLC More: the full row for CHOREO, LLC 3,018 $319K <0.01% -2,659 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 3,000 $317K 0.02% 0 13F-HR Timeline One68 Global Capital, LLC More: the full row for One68 Global Capital, LLC 3,000 $317K 0.16% new 13F-HR Timeline Left Brain Wealth Management, LLC More: the full row for Left Brain Wealth Management, LLC 3,000 $317K 0.14% new 13F-HR Timeline Farringdon Capital, Ltd. More: the full row for Farringdon Capital, Ltd. 2,989 $316K 0.16% -732 13F-HR Timeline Petrus Trust Company, LTA More: the full row for Petrus Trust Company, LTA 2,894 $306K 0.03% new 13F-HR Timeline LBP AM SA More: the full row for LBP AM SA 2,834 $299K <0.01% +127 13F-HR Timeline Sovereign Financial Group, Inc. More: the full row for Sovereign Financial Group, Inc. 2,770 $292K 0.07% +474 13F-HR Timeline Disciplined Investors, L.L.C. More: the full row for Disciplined Investors, L.L.C. 2,769 $292K 0.26% 0 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 2,729 $288K 0.01% +1,413 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 2,704 $285K <0.01% new 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 2,686 $284K 0.01% -462 13F-HR Timeline FIRST CITIZENS BANK & TRUST CO More: the full row for FIRST CITIZENS BANK & TRUST CO 2,686 $284K 0.01% -74 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 2,666 $281K 0.01% -111 13F-HR Timeline Advisors Asset Management, Inc. More: the full row for Advisors Asset Management, Inc. 2,656 $280K 0.01% -1,036 13F-HR/A Timeline COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 2,642 $279K <0.01% -1,388 13F-HR Timeline Group Rossby Financial, LCC More: the full row for Rossby Financial, LCC 2,769 $277K 0.12% new 13F-HR Timeline PITCAIRN CO in group PITCAIRN CO More: the full row for PITCAIRN CO 2,609 $275K 0.02% -702 13F-HR Timeline Group Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 2,605 $275K 0.04% new 13F-HR Timeline Blueshift Asset Management, LLC More: the full row for Blueshift Asset Management, LLC 2,605 $275K 0.11% -1,045 13F-HR Timeline Quantbot Technologies LP More: the full row for Quantbot Technologies LP 2,601 $275K 0.01% new 13F-HR Timeline Catalyst Funds Management Pty Ltd More: the full row for Catalyst Funds Management Pty Ltd 2,520 $266K 0.07% -8,155 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 2,515 $266K 0.01% -145 13F-HR Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 2,498 $264K 0.04% new 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 2,497 $264K 0.03% -141 13F-HR Timeline Applied Finance Capital Management, LLC More: the full row for Applied Finance Capital Management, LLC 2,479 $262K 0.02% 0 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 2,472 $261K 0.01% -11 13F-HR Timeline PROFUND ADVISORS LLC More: the full row for PROFUND ADVISORS LLC 2,441 $258K 0.01% -61 13F-HR Timeline Meiji Yasuda Asset Management Co Ltd. in group Meiji Yasuda Life Insurance Co More: the full row for Meiji Yasuda Asset Management Co Ltd. 2,396 $253K 0.01% -68 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 2,376 $251K <0.01% -116 13F-HR Timeline Group Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 2,350 $248K 0.05% 0 13F-HR Timeline Group BANCO BILBAO VIZCAYA ARGENTARIA, S.A. More: the full row for BANCO BILBAO VIZCAYA ARGENTARIA, S.A. 2,374 $248K <0.01% new 13F-HR Timeline Lingohr Asset Management GmbH More: the full row for Lingohr Asset Management GmbH 2,340 $246K 0.06% new 13F-HR Timeline Trajan Wealth LLC More: the full row for Trajan Wealth LLC 2,297 $243K 0.01% +63 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 2,295 $242K 0.01% -155 13F-HR Timeline PRAXIS INVESTMENT MANAGEMENT INC More: the full row for PRAXIS INVESTMENT MANAGEMENT INC 2,290 $242K 0.02% 0 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 2,289 $242K <0.01% +363 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 2,395 $240K 0.03% +375 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 2,258 $238K 0.02% +268 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 2,221 $235K 0.02% new 13F-HR Timeline Harbour Capital Advisors, LLC More: the full row for Harbour Capital Advisors, LLC 2,375 $234K 0.06% 0 13F-HR Timeline AFFINITY INVESTMENT ADVISORS, LLC More: the full row for AFFINITY INVESTMENT ADVISORS, LLC 2,210 $233K 0.19% +364 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 2,210 $233K 0.01% -5,812 13F-HR Timeline Meeder Advisory Services, Inc. group of 2 filers holding More: the full row for Meeder Advisory Services, Inc. 2,200 $232K +63 Timeline OSTRUM ASSET MANAGEMENT More: the full row for OSTRUM ASSET MANAGEMENT 2,200 $232K 0.01% new 13F-HR Timeline Financial Security Advisor, Inc. More: the full row for Financial Security Advisor, Inc. 2,189 $231K 0.06% new 13F-HR Timeline Hickory Point Bank & Trust More: the full row for Hickory Point Bank & Trust 2,156 $228K 0.2% 0 13F-HR Timeline Brookwood Investment Group LLC More: the full row for Brookwood Investment Group LLC 2,155 $228K 0.04% 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 2,146 $227K 0.01% new 13F-HR Timeline Group iSAM Funds (UK) Ltd in group iSAM Funds (UK) Ltd More: the full row for iSAM Funds (UK) Ltd 2,133 $225K 0.11% new 13F-HR Timeline Group Omnia Family Wealth, LLC More: the full row for Omnia Family Wealth, LLC 2,114 $223K 0.09% -58 13F-HR Timeline Cercano Management LLC More: the full row for Cercano Management LLC 2,107 $222K 0.01% 0 13F-HR Timeline Old Port Advisors More: the full row for Old Port Advisors 2,071 $219K 0.06% -8 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 2,062 $218K <0.01% -392 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 2,056 $217K <0.01% -79 13F-HR Timeline PRELUDE CAPITAL MANAGEMENT, LLC More: the full row for PRELUDE CAPITAL MANAGEMENT, LLC 2,043 $216K 0.02% -540 13F-HR Timeline Machina Capital S.A.S. More: the full row for Machina Capital S.A.S. 2,025 $214K 0.06% new 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 1,989 $210K <0.01% +147 13F-HR Timeline Ascentis Wealth Management, LLC group of 2 filers holding More: the full row for Ascentis Wealth Management, LLC 1,977 $208K -3,716 Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 1,960 $207K <0.01% 0 13F-HR Timeline Perbak Capital Partners LLP More: the full row for Perbak Capital Partners LLP 1,958 $207K 0.15% new 13F-HR Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 1,915 $202K <0.01% +21 13F-HR Timeline Group WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC More: the full row for WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC 1,908 $201K <0.01% new 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 1,905 $201K <0.01% -33 13F-HR Timeline Group Montecito Bank & Trust More: the full row for Montecito Bank & Trust 1,905 $201K 0.04% -196 13F-HR Timeline Strategic Advisors LLC More: the full row for Strategic Advisors LLC 1,900 $201K 0.04% -100 13F-HR Timeline TIEMANN INVESTMENT ADVISORS, LLC More: the full row for TIEMANN INVESTMENT ADVISORS, LLC 1,855 $196K 0.09% 0 13F-HR Timeline J.Safra Asset Management Corp More: the full row for J.Safra Asset Management Corp 1,706 $180K 0.01% +107 13F-HR/A Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 1,702 $180K 0.02% -45 13F-HR Timeline PARADIGM ASSET MANAGEMENT CO LLC More: the full row for PARADIGM ASSET MANAGEMENT CO LLC 1,500 $158K 0.04% 0 13F-HR Timeline TORNO CAPITAL, LLC More: the full row for TORNO CAPITAL, LLC 1,500 $158K 0.16% new 13F-HR Timeline Darwin Wealth Management, LLC More: the full row for Darwin Wealth Management, LLC 1,170 $147K 0.05% 0 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 1,395 $147K <0.01% +525 13F-HR Timeline Lindbrook Capital, LLC More: the full row for Lindbrook Capital, LLC 1,373 $145K 0.01% +329 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 1,295 $137K 0.01% +87 13F-HR/A Timeline PFG Private Wealth Management, LLC More: the full row for PFG Private Wealth Management, LLC 1,238 $131K 0.07% +198 13F-HR Timeline Western Pacific Wealth Management, LP More: the full row for Western Pacific Wealth Management, LP 1,220 $129K 0.12% 0 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 1,423 $129K <0.01% -4,910 13F-HR Timeline Group SPIRIT OF AMERICA MANAGEMENT CORP/NY More: the full row for SPIRIT OF AMERICA MANAGEMENT CORP/NY 1,175 $124K 0.03% 0 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 1,172 $124K 0.08% +976 13F-HR Timeline Navigoe, LLC More: the full row for Navigoe, LLC 1,171 $123K 0.11% 0 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 1,130 $119K <0.01% +209 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 1,000 $106K 0.01% 0 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 986 $104K 0.01% -234 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 950 $100K <0.01% +431 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. CI INVESTMENTS INC. in group CI INVESTMENTS INC. More: the full row for CI INVESTMENTS INC. 949 $100K <0.01% -212 13F-HR Timeline Group THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 943 $99.6K 0.02% +665 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 926 $97.7K <0.01% +91 13F-HR Timeline NOMURA ASSET MANAGEMENT CO LTD group of 2 filers holding More: the full row for NOMURA ASSET MANAGEMENT CO LTD 900 $95K -17,189 Timeline Curat Global, LLC More: the full row for Curat Global, LLC 800 $84.5K 0.1% 13F-HR Timeline Global Trust Asset Management, LLC More: the full row for Global Trust Asset Management, LLC 727 $76.8K 0.05% -325 13F-HR Timeline Investors Towarzystwo Funduszy Inwestyc… More: the full row for Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna 670 $70.7K 0.03% -359 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 650 $68.6K <0.01% -424 13F-HR Timeline SRH ADVISORS, LLC More: the full row for SRH ADVISORS, LLC 650 $68.6K 0.02% new 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 622 $65.7K 0.03% +47 13F-HR Timeline CITY HOLDING CO More: the full row for CITY HOLDING CO 612 $64.6K 0.01% 0 13F-HR Timeline OSSIAM More: the full row for OSSIAM 567 $59.9K <0.01% -180 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 544 $57.5K <0.01% +198 13F-HR Timeline Group Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 515 $54.4K <0.01% +415 13F-HR Timeline Pinnacle Holdings, LLC More: the full row for Pinnacle Holdings, LLC 472 $49.8K 0.02% +272 13F-HR Timeline 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 466 $49.2K 0.04% 0 13F-HR Timeline Morse Asset Management, Inc More: the full row for Morse Asset Management, Inc 400 $42.2K 0.01% 0 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 400 $42.2K <0.01% -250 13F-HR Timeline Operose Advisors LLC More: the full row for Operose Advisors LLC 398 $42K 0.01% new 13F-HR Timeline Harvest Fund Management Co., Ltd in group Harvest Fund Management Co., … More: the full row for Harvest Fund Management Co., Ltd 382 $40K <0.01% -1,601 13F-HR Timeline Group Nova Wealth Management, Inc. More: the full row for Nova Wealth Management, Inc. 377 $39.8K 0.03% 0 13F-HR/A Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 355 $37K <0.01% +28 13F-HR Timeline Group Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 264 $35.7K <0.01% +154 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 337 $35.6K <0.01% +169 13F-HR Timeline GROUP ONE TRADING LLC More: the full row for GROUP ONE TRADING LLC 329 $34.7K <0.01% -15,531 13F-HR Timeline CREDIT AGRICOLE S A in group CREDIT AGRICOLE S A More: the full row for CREDIT AGRICOLE S A 325 $34.3K <0.01% 0 13F-HR Timeline Group CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 320 $33.8K <0.01% 0 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 293 $30.9K <0.01% +177 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 290 $30.6K <0.01% -1,943 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 279 $29.5K <0.01% -2 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 272 $28.7K 0.01% +94 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 265 $28K <0.01% -301 13F-HR Timeline IAG Wealth Partners, LLC More: the full row for IAG Wealth Partners, LLC 261 $27.6K <0.01% 0 13F-HR Timeline Atlantic Edge Private Wealth Management… More: the full row for Atlantic Edge Private Wealth Management, LLC 250 $26.4K 0.01% -100 13F-HR Timeline Optiver Holding B.V. in group Optiver Holding B.V. More: the full row for Optiver Holding B.V. 248 $26.2K <0.01% new 13F-HR Timeline Group Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 245 $25.9K <0.01% +112 13F-HR Timeline Promus Capital, LLC More: the full row for Promus Capital, LLC 231 $24.4K 0.02% 0 13F-HR/A Timeline AlphaQuest LLC More: the full row for AlphaQuest LLC 228 $24.1K <0.01% -11,001 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 228 $24K <0.01% -65 13F-HR Timeline Wiser Advisor Group LLC More: the full row for Wiser Advisor Group LLC 219 $23.1K 0.03% 0 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 215 $22.7K <0.01% -8 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 213 $22.5K 0.01% -59 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 210 $22.2K <0.01% +10 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 214 $22K <0.01% -5 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 207 $21.9K 0.01% 0 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 205 $21.6K -188 Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 190 $20.1K <0.01% 0 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 202 $19.8K <0.01% -10 13F-HR Timeline LORING WOLCOTT & COOLIDGE FIDUCIARY ADV… More: the full row for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 200 $19.6K <0.01% 0 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 179 $18.9K <0.01% new 13F-HR Timeline Group Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 164 $17.3K <0.01% +86 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 164 $17.3K <0.01% +80 13F-HR Timeline Group Wayfinding Financial, LLC More: the full row for Wayfinding Financial, LLC 167 $17K 0.01% new 13F-HR Timeline MARSHALL INVESTMENT MANAGEMENT, LLC More: the full row for MARSHALL INVESTMENT MANAGEMENT, LLC 154 $16.3K 0.01% +1 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 151 $15.9K <0.01% +34 13F-HR Timeline Group Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 150 $15.8K <0.01% +21 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 142 $15K <0.01% -72 13F-HR Timeline WFA Asset Management Corp More: the full row for WFA Asset Management Corp 108 $14K 0.01% -1 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 125 $13.2K <0.01% 0 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 121 $13K <0.01% 0 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 123 $13K 0.01% -24 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 120 $12.7K <0.01% 0 13F-HR Timeline CONTRAVISORY INVESTMENT MANAGEMENT, INC. More: the full row for CONTRAVISORY INVESTMENT MANAGEMENT, INC. 116 $12.2K <0.01% -45 13F-HR Timeline Kozak & Associates, Inc. More: the full row for Kozak & Associates, Inc. 129 $12.2K <0.01% 0 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 110 $11.6K 0.01% +25 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 109 $11.5K <0.01% 0 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 109 $11K <0.01% -53 13F-HR Timeline Sandy Spring Bank More: the full row for Sandy Spring Bank 100 $10.6K <0.01% 0 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 100 $10.5K <0.01% 0 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 91 $10K <0.01% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Investors Research Corp More: the full row for Investors Research Corp 93 $9.82K <0.01% 0 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 90 $9.48K <0.01% -110 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 82 $8.66K 0.01% new 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 75 $7.92K <0.01% -14 13F-HR Timeline Centennial Bank/AR/ in group Centennial Bank/AR/ More: the full row for Centennial Bank/AR/ 75 $7.92K <0.01% 0 13F-HR Timeline Group Trivant Custom Portfolio Group, LLC More: the full row for Trivant Custom Portfolio Group, LLC 70 $7.39K <0.01% 0 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 66 $6.97K <0.01% -1,087 13F-HR Timeline Group Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 66 $6.97K <0.01% 0 13F-HR/A Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 65 $6.88K <0.01% 0 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 61 $6.44K <0.01% +38 13F-HR Timeline LGT Financial Advisors LLC More: the full row for LGT Financial Advisors LLC 54 $5.71K 0.02% -286 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 51 $5.38K <0.01% 0 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 50 $5.28K <0.01% 0 13F-HR/A Timeline MARK SHEPTOFF FINANCIAL PLANNING, LLC More: the full row for MARK SHEPTOFF FINANCIAL PLANNING, LLC 50 $5.28K <0.01% 0 13F-HR Timeline Vermillion & White Wealth Management Gr… More: the full row for Vermillion & White Wealth Management Group, LLC 49 $5.17K <0.01% new 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 48 $5.07K <0.01% 0 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 45 $4.75K <0.01% -45 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 45 $4.74K <0.01% new 13F-HR Timeline Red Tortoise LLC More: the full row for Red Tortoise LLC 43 $4.54K <0.01% 0 13F-HR Timeline