Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 5,401 $245K <0.01% +1,348 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 5,379 $244K 0.01% -1,011 13F-HR Timeline Independent Family Office, LLC More: the full row for Independent Family Office, LLC 5,357 $243K 0.1% new 13F-HR Timeline Wellington Grp LLC More: the full row for Wellington Grp LLC 5,336 $242K 0.07% -2,058 13F-HR Timeline CapWealth Advisors, LLC More: the full row for CapWealth Advisors, LLC 5,293 $240K 0.02% -146,674 13F-HR Timeline Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 5,290 $240K 0.01% new 13F-HR Timeline SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 5,287 $239K 0.02% -4,300 13F-HR Timeline Henrickson Nauta Wealth Advisors, Inc. More: the full row for Henrickson Nauta Wealth Advisors, Inc. 5,277 $239K 0.07% -715 13F-HR Timeline Cache Advisors, LLC More: the full row for Cache Advisors, LLC 5,255 $238K 0.03% 0 13F-HR Timeline GATEWAY INVESTMENT ADVISERS LLC More: the full row for GATEWAY INVESTMENT ADVISERS LLC 5,247 $238K <0.01% new 13F-HR Timeline PAX Financial Group, LLC More: the full row for PAX Financial Group, LLC 5,240 $237K 0.04% -3,777 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 5,233 $237K 0.01% -7,692 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 5,221 $237K 0.01% +458 13F-HR Timeline Beacon Capital Management, LLC More: the full row for Beacon Capital Management, LLC 5,213 $236K 0.04% -96 13F-HR Timeline Pathfinder Wealth Consulting, Inc. More: the full row for Pathfinder Wealth Consulting, Inc. 5,149 $233K 0.15% -23 13F-HR Timeline Impact Capital Partners LLC More: the full row for Impact Capital Partners LLC 5,141 $233K 0.07% -72 13F-HR Timeline Phoenix Financial Ltd. in group Phoenix Financial Ltd. More: the full row for Phoenix Financial Ltd. 5,133 $233K <0.01% +791 13F-HR Timeline Group Fortis Group Advisors, LLC More: the full row for Fortis Group Advisors, LLC 5,130 $232K 0.04% 0 13F-HR Timeline Allen Mooney & Barnes Investment Adviso… More: the full row for Allen Mooney & Barnes Investment Advisors LLC 5,122 $232K 0.03% -18 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 7,143 $231K <0.01% -1,455 13F-HR Timeline Synergy Financial Group, LTD More: the full row for Synergy Financial Group, LTD 5,077 $230K 0.17% -35 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 5,076 $230K 0.01% +34 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 5,053 $229K 0.04% -189 13F-HR Timeline Group FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 5,022 $227K 0.02% -1,710 13F-HR Timeline LCNB CORP More: the full row for LCNB CORP 5,019 $227K 0.08% 0 13F-HR Timeline Rayburn West Financial Services LLC More: the full row for Rayburn West Financial Services LLC 5,000 $226K 0.13% 0 13F-HR Timeline KPP Advisory Services LLC More: the full row for KPP Advisory Services LLC 4,970 $225K 0.03% -168 13F-HR Timeline Sageworth Trust Co More: the full row for Sageworth Trust Co 4,969 $225K 0.01% new 13F-HR Timeline ABC ARBITRAGE SA in group ABC ARBITRAGE SA More: the full row for ABC ARBITRAGE SA 4,963 $225K 0.03% +574 13F-HR Timeline Group WBH ADVISORY INC More: the full row for WBH ADVISORY INC 5,039 $224K 0.02% +24 13F-HR Timeline Berger Financial Group, Inc More: the full row for Berger Financial Group, Inc 4,941 $224K 0.01% +45 13F-HR Timeline LongView Wealth Management More: the full row for LongView Wealth Management 4,962 $223K 0.06% -23 13F-HR Timeline HOWE & RUSLING INC More: the full row for HOWE & RUSLING INC 4,913 $223K 0.01% new 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 4,904 $222K 0.01% +421 13F-HR/A Timeline Group SCOTIA CAPITAL INC. More: the full row for SCOTIA CAPITAL INC. 4,895 $222K <0.01% 0 13F-HR Timeline Quadcap Wealth Management, LLC More: the full row for Quadcap Wealth Management, LLC 4,851 $220K 0.03% +99 13F-HR Timeline Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 4,814 $218K 0.01% -703 13F-HR Timeline Lakeshore Financial Planning, Inc. More: the full row for Lakeshore Financial Planning, Inc. 4,805 $218K 0.08% 0 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 4,797 $217K 0.01% -620 13F-HR Timeline Generation Capital Management LLC More: the full row for Generation Capital Management LLC 4,783 $217K 0.16% 0 13F-HR Timeline Southland Equity Partners LLC More: the full row for Southland Equity Partners LLC 4,774 $216K 0.04% +183 13F-HR Timeline Madison Wealth Partners, Inc More: the full row for Madison Wealth Partners, Inc 4,760 $216K 0.03% -2 13F-HR Timeline Rathbones Group PLC More: the full row for Rathbones Group PLC 4,750 $215K <0.01% new 13F-HR/A Timeline PATTON FUND MANAGEMENT, INC. More: the full row for PATTON FUND MANAGEMENT, INC. 4,750 $215K 0.04% +511 13F-HR Timeline Balefire, LLC More: the full row for Balefire, LLC 4,700 $213K 0.04% +188 13F-HR Timeline SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 4,693 $213K 0.01% -2,296 13F-HR Timeline Indivisible Partners More: the full row for Indivisible Partners 4,666 $211K 0.02% -45 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 4,635 $210K 0.02% -5,256 13F-HR Timeline Group Grey Fox Wealth Advisors, LLC More: the full row for Grey Fox Wealth Advisors, LLC 4,625 $210K 0.04% -711 13F-HR Timeline Compass Ion Advisors, LLC More: the full row for Compass Ion Advisors, LLC 4,590 $208K 0.02% +13 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 4,548 $206K 0.01% -251 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 4,540 $206K 0.01% +500 13F-HR Timeline Group SIMPLEX TRADING, LLC More: the full row for SIMPLEX TRADING, LLC 4,529 $205K 0.01% new 13F-HR Timeline YHB Investment Advisors, Inc. More: the full row for YHB Investment Advisors, Inc. 4,525 $205K 0.01% 0 13F-HR Timeline Copeland Capital Management, LLC More: the full row for Copeland Capital Management, LLC 4,521 $205K <0.01% -118 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 4,515 $205K 0.02% +53 13F-HR Timeline AlphaGrep UK Ltd More: the full row for AlphaGrep UK Ltd 4,513 $204K 0.06% -4,148 13F-HR Timeline ATTICUS WEALTH MANAGEMENT, LLC More: the full row for ATTICUS WEALTH MANAGEMENT, LLC 4,500 $204K 0.06% -1,025 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 4,500 $204K 0.01% +18 13F-HR Timeline LOS ANGELES CAPITAL MANAGEMENT LLC More: the full row for LOS ANGELES CAPITAL MANAGEMENT LLC 4,475 $203K <0.01% +2,120 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 4,468 $202K 0.01% -2,985 13F-HR/A Timeline HOHIMER WEALTH MANAGEMENT, LLC More: the full row for HOHIMER WEALTH MANAGEMENT, LLC 4,454 $202K 0.02% +20 13F-HR Timeline Lewis Asset Management, LLC More: the full row for Lewis Asset Management, LLC 4,423 $200K 0.08% +300 13F-HR Timeline Acropolis Investment Management, LLC More: the full row for Acropolis Investment Management, LLC 4,375 $198K 0.01% -465 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 4,245 $192K 0.03% +67 13F-HR Timeline DELTA ASSET MANAGEMENT LLC/TN More: the full row for DELTA ASSET MANAGEMENT LLC/TN 4,225 $191K 0.02% 0 13F-HR Timeline TIEMANN INVESTMENT ADVISORS, LLC More: the full row for TIEMANN INVESTMENT ADVISORS, LLC 4,225 $191K 0.08% +350 13F-HR Timeline Cascades Capital Asset Management, LLC More: the full row for Cascades Capital Asset Management, LLC 4,178 $189K 0.08% +20 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 4,120 $187K 0.03% -125 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 4,090 $185K <0.01% 0 13F-HR Timeline Livforsakringsbolaget Skandia, Omsesidi… More: the full row for Livforsakringsbolaget Skandia, Omsesidigt 4,010 $182K 0.01% 0 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 3,941 $179K 0.06% +1,305 13F-HR Timeline CX Institutional More: the full row for CX Institutional 3,890 $176K 0.01% -527 13F-HR Timeline FIL Ltd in group FIL Ltd More: the full row for FIL Ltd 3,822 $173K <0.01% -115,379 13F-HR Timeline Group Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 3,811 $173K <0.01% +6 13F-HR Timeline Missouri Trust & Investment Co More: the full row for Missouri Trust & Investment Co 3,760 $170K 0.05% +1,500 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 3,728 $169K 0.03% -556 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 3,549 $161K <0.01% -247 13F-HR Timeline Group Pflug Koory, LLC More: the full row for Pflug Koory, LLC 3,500 $159K 0.07% 0 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 3,510 $156K 0.01% -200 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 3,363 $152K 0.02% -33 13F-HR Timeline Costello Asset Management, INC More: the full row for Costello Asset Management, INC 3,292 $149K 0.05% +32 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 3,209 $145K 0.02% +5 13F-HR Timeline EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 3,189 $144K <0.01% -7 13F-HR Timeline Lavaca Capital LLC More: the full row for Lavaca Capital LLC 3,023 $137K 0.03% +14 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 2,965 $134K 0.02% 0 13F-HR Timeline Destiny Wealth Partners, LLC More: the full row for Destiny Wealth Partners, LLC 2,704 $122K 0.01% new 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 2,671 $121K 0.01% -932 13F-HR Timeline HAGER INVESTMENT MANAGEMENT SERVICES, L… More: the full row for HAGER INVESTMENT MANAGEMENT SERVICES, LLC 2,445 $111K 0.06% -55 13F-HR Timeline S.A. Mason LLC More: the full row for S.A. Mason LLC 2,400 $109K 0.04% 0 13F-HR Timeline Estabrook Capital Management More: the full row for Estabrook Capital Management 2,350 $106K 0.02% 0 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 2,350 $106K <0.01% -1,227 13F-HR Timeline McMillan Office, Inc. More: the full row for McMillan Office, Inc. 2,326 $105K 0.01% +326 13F-HR Timeline Bayforest Capital Ltd More: the full row for Bayforest Capital Ltd 2,325 $105K 0.12% +116 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 2,242 $103K 0.03% +40 13F-HR Timeline Robinswood Financial LLC More: the full row for Robinswood Financial LLC 2,177 $98.7K 0.03% +10 13F-HR/A Timeline EASTERN BANK More: the full row for EASTERN BANK 2,167 $98.2K <0.01% +90 13F-HR Timeline Kennebec Savings Bank More: the full row for Kennebec Savings Bank 2,025 $91.7K 0.08% -855 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 2,020 $91.5K 0.02% -5 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 2,012 $91.1K <0.01% -465 13F-HR Timeline Godfrey Financial Associates, Inc. More: the full row for Godfrey Financial Associates, Inc. 2,005 $90.8K 0.08% 0 13F-HR Timeline DUNCKER STREETT & CO INC More: the full row for DUNCKER STREETT & CO INC 2,000 $90.6K 0.02% 0 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 2,000 $90.6K 0.01% 0 13F-HR Timeline MOTCO More: the full row for MOTCO 2,000 $90.6K 0.01% 0 13F-HR Timeline TOWER TRUST & INVESTMENT Co More: the full row for TOWER TRUST & INVESTMENT Co 2,000 $90.6K 0.06% 0 13F-HR Timeline Lodestone Wealth Management LLC More: the full row for Lodestone Wealth Management LLC 1,891 $85.7K 0.03% 0 13F-HR/A Timeline WESTPAC BANKING CORP in group WESTPAC BANKING CORP More: the full row for WESTPAC BANKING CORP 1,889 $85.6K 0.01% -91 13F-HR Timeline Group Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 1,868 $84.6K <0.01% 0 13F-HR Timeline Group Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 1,862 $84.3K 0.09% -159 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 1,837 $83.2K 0.01% +1,528 13F-HR Timeline TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 1,800 $81.5K 0.01% +575 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 1,775 $80.4K <0.01% -426 13F-HR Timeline MTM Investment Management, LLC More: the full row for MTM Investment Management, LLC 1,750 $79.3K 0.03% 0 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 1,707 $77.3K <0.01% -899 13F-HR Timeline Hilton Head Capital Partners, LLC More: the full row for Hilton Head Capital Partners, LLC 1,686 $76.4K 0.04% +102 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 1,605 $73K <0.01% -220 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 1,604 $72.7K <0.01% +185 13F-HR Timeline Luken Investment Analytics, LLC More: the full row for Luken Investment Analytics, LLC 1,585 $71.8K 0.03% 0 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 1,565 $70.9K 0.01% 0 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 1,451 $65.9K <0.01% -48 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 1,433 $64.9K <0.01% +7 13F-HR Timeline CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 1,451 $64.7K 0.04% -86 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 1,400 $63.4K 0.02% new 13F-HR Timeline Wall Street Financial Group, Inc. More: the full row for Wall Street Financial Group, Inc. 1,397 $63.3K 0.04% new 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 1,379 $62.5K 0.04% -90 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 1,375 $62.3K <0.01% 0 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 1,369 $62K <0.01% +24 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 1,350 $61.2K <0.01% -2,385 13F-HR Timeline Group Kozak & Associates, Inc. More: the full row for Kozak & Associates, Inc. 1,320 $60K 0.01% -82 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 1,320 $59.8K 0.01% -3 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 1,252 $56K 0.02% -14 13F-HR/A Timeline Ares Financial Consulting, LLC More: the full row for Ares Financial Consulting, LLC 1,250 $55.7K 0.04% +1,115 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 1,220 $55.3K 0.01% -20 13F-HR Timeline DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 1,200 $54.4K 0.02% 0 13F-HR Timeline Stone House Investment Management, LLC More: the full row for Stone House Investment Management, LLC 1,194 $54.1K 0.01% 0 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 1,192 $54K <0.01% -1,677 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 1,190 $53.9K <0.01% 0 13F-HR Timeline Migdal Insurance & Financial Holdings L… in group Migdal Insurance & Financial … More: the full row for Migdal Insurance & Financial Holdings Ltd. 1,185 $53.7K <0.01% new 13F-HR Timeline Group Jackson, Grant Investment Advisers, Inc. More: the full row for Jackson, Grant Investment Advisers, Inc. 1,110 $50.3K 0.02% 0 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 1,050 $47.6K <0.01% +50 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 1,034 $46.8K <0.01% +105 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 1,031 $46.7K <0.01% +464 13F-HR Timeline 1015 Capital Partners, LLC More: the full row for 1015 Capital Partners, LLC 1,023 $46.3K 0.05% +3 13F-HR Timeline Compagnie Lombard Odier SCmA More: the full row for Compagnie Lombard Odier SCmA 1,000 $45.3K <0.01% 0 13F-HR Timeline Pingora Partners LLC More: the full row for Pingora Partners LLC 1,000 $45.3K 0.03% 0 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 993 $45K <0.01% -117 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 983 $44K 0.01% -14 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 965 $43.7K <0.01% -13 13F-HR Timeline Quarry LP More: the full row for Quarry LP 954 $43.2K 0.01% -251 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 892 $40.4K 0.01% +4 13F-HR Timeline Evelyn Partners Asset Management Ltd in group Evelyn Partners Group Ltd More: the full row for Evelyn Partners Asset Management Ltd 875 $39.6K 0.01% 0 13F-HR Timeline Group Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 873 $39.5K <0.01% -2 13F-HR Timeline Group Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 835 $37.5K 0.01% +3 13F-HR Timeline Comprehensive Financial Planning, Inc./… More: the full row for Comprehensive Financial Planning, Inc./PA 825 $37.4K 0.03% -825 13F-HR Timeline Wealth Enhancement Trust Services, Inc. More: the full row for Wealth Enhancement Trust Services, Inc. 809 $36.6K <0.01% -61 13F-HR Timeline Owl Creek Wealth Partners LLC More: the full row for Owl Creek Wealth Partners LLC 775 $35.1K 0.01% 13F-HR Timeline Napier Financial, LLC More: the full row for Napier Financial, LLC 765 $34.7K 0.01% new 13F-HR Timeline Mascoma Wealth Management LLC More: the full row for Mascoma Wealth Management LLC 753 $34.1K 0.01% 0 13F-HR Timeline Smallwood Wealth Investment Management,… More: the full row for Smallwood Wealth Investment Management, LLC 750 $34K 0.02% 0 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 750 $34K 0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 747 $33.8K <0.01% -2,381 13F-HR Timeline Synergy Investment Management, LLC More: the full row for Synergy Investment Management, LLC 746 $33.8K 0.01% new 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 722 $33K <0.01% +421 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 724 $32.8K <0.01% +205 13F-HR Timeline Financial Gravity Asset Management, Inc. in group Financial Gravity Companies, … More: the full row for Financial Gravity Asset Management, Inc. 715 $32.4K 0.01% 0 13F-HR Timeline Group Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 694 $31.4K <0.01% +319 13F-HR Timeline Group Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 686 $31.1K <0.01% 0 13F-HR Timeline Clayton Financial Group LLC More: the full row for Clayton Financial Group LLC 680 $30.8K 0.02% 0 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 676 $30.6K <0.01% -240 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 661 $29.9K <0.01% +82 13F-HR Timeline MidFirst Bank More: the full row for MidFirst Bank 657 $29.8K <0.01% +498 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 640 $29K <0.01% -29 13F-HR Timeline Group Elequin Capital, LP More: the full row for Elequin Capital, LP 632 $28.6K <0.01% new 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 627 $28.4K <0.01% -36 13F-HR Timeline Align Financial, LLC More: the full row for Align Financial, LLC 625 $28.3K 0.02% -30,631 13F-HR Timeline Provenance Wealth Advisors, LLC More: the full row for Provenance Wealth Advisors, LLC 625 $28.3K <0.01% -25 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 623 $28.2K <0.01% +9 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 601 $27.2K <0.01% +3 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 600 $27.2K <0.01% 0 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 595 $27K 0.01% -8,596 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 582 $26.4K 0.01% -11 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 555 $25.1K <0.01% 0 13F-HR Timeline Pacific Center for Financial Services More: the full row for Pacific Center for Financial Services 550 $24.9K 0.01% 0 13F-HR Timeline BAYBAN More: the full row for BAYBAN 550 $24.9K 0.02% 0 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 535 $24.2K 0.01% -5 13F-HR Timeline Clark Wealth Partners More: the full row for Clark Wealth Partners 535 $24.2K 0.02% +5 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 525 $23.8K <0.01% -110 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 500 $22.6K <0.01% 0 13F-HR Timeline Kentucky Trust Co More: the full row for Kentucky Trust Co 500 $22.6K 0.01% 0 13F-HR Timeline Ascentis Wealth Management, LLC group of 2 filers holding More: the full row for Ascentis Wealth Management, LLC 492 $22.3K +367 Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 475 $22K <0.01% 0 13F-HR Timeline EDMOND DE ROTHSCHILD HOLDING S.A. in group EDMOND DE ROTHSCHILD HOLDING … More: the full row for EDMOND DE ROTHSCHILD HOLDING S.A. 485 $22K <0.01% -725 13F-HR Timeline Group BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 482 $21.8K 0.01% +412 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 478 $21.7K 0.01% -2 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 457 $20.7K <0.01% -122 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 424 $19.2K <0.01% +69 13F-HR Timeline ATWOOD & PALMER INC More: the full row for ATWOOD & PALMER INC 415 $18.8K <0.01% 0 13F-HR Timeline JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 406 $18.4K <0.01% new 13F-HR/A Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 380 $17.2K <0.01% 0 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 380 $17.2K <0.01% +246 13F-HR Timeline