INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 8,539 $1.57M 0.04% +132 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 8,460 $1.55M 0.07% +344 13F-HR Timeline BAR HARBOR WEALTH MANAGEMENT in group BAR HARBOR WEALTH MANAGEMENT More: the full row for BAR HARBOR WEALTH MANAGEMENT 8,453 $1.55M 0.09% -7 13F-HR Timeline Group INGALLS & SNYDER LLC More: the full row for INGALLS & SNYDER LLC 8,430 $1.55M 0.05% 0 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 8,393 $1.54M 0.04% +1,223 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 8,391 $1.54M 0.05% +765 13F-HR Timeline CFO4Life Group, LLC More: the full row for CFO4Life Group, LLC 8,377 $1.54M 0.22% +312 13F-HR Timeline FULTON BREAKEFIELD BROENNIMAN LLC More: the full row for FULTON BREAKEFIELD BROENNIMAN LLC 8,370 $1.54M 0.1% -380 13F-HR Timeline Parallax Volatility Advisers, L.P. More: the full row for Parallax Volatility Advisers, L.P. 8,359 $1.54M 0.05% -12,426 13F-HR Timeline LBP AM SA More: the full row for LBP AM SA 8,312 $1.53M 0.02% +6,043 13F-HR Timeline Capula Management Ltd in group Capula Management Ltd More: the full row for Capula Management Ltd 8,245 $1.51M 0.01% +8,026 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 8,213 $1.51M 0.03% -1,755 13F-HR Timeline Pinnacle Financial Partners Inc More: the full row for Pinnacle Financial Partners Inc 8,200 $1.51M 0.04% -318 13F-HR Timeline EXENCIAL WEALTH ADVISORS, LLC More: the full row for EXENCIAL WEALTH ADVISORS, LLC 8,195 $1.51M 0.05% +230 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 8,184 $1.5M 0.05% +5,525 13F-HR Timeline Group Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 8,178 $1.5M 0.06% +71 13F-HR Timeline Weaver C. Barksdale & Associates, Inc. More: the full row for Weaver C. Barksdale & Associates, Inc. 8,156 $1.5M 1.44% -519 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 8,147 $1.5M 0.02% -48 13F-HR Timeline OV Management LLC More: the full row for OV Management LLC 8,147 $1.5M 1.27% +55 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 8,132 $1.49M 0.04% +22 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 8,131 $1.49M 0.06% 0 13F-HR Timeline Group PANAGORA ASSET MANAGEMENT INC More: the full row for PANAGORA ASSET MANAGEMENT INC 8,118 $1.49M 0.01% 0 13F-HR Timeline Arvest Bank Trust Division More: the full row for Arvest Bank Trust Division 8,118 $1.49M 0.08% +401 13F-HR Timeline Greenfield Savings Bank More: the full row for Greenfield Savings Bank 8,078 $1.48M 0.63% -23 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 8,059 $1.48M 0.03% -900 13F-HR Timeline COUNTRY CLUB BANK More: the full row for COUNTRY CLUB BANK 8,041 $1.47M 0.09% -233 13F-HR Timeline Gifford Fong Associates More: the full row for Gifford Fong Associates 8,000 $1.47M 0.31% 0 13F-HR Timeline Archford Capital Strategies, LLC More: the full row for Archford Capital Strategies, LLC 7,989 $1.47M 0.17% -870 13F-HR Timeline WHALEROCK POINT PARTNERS, LLC More: the full row for WHALEROCK POINT PARTNERS, LLC 7,962 $1.46M 0.3% -435 13F-HR Timeline CITY HOLDING CO More: the full row for CITY HOLDING CO 7,928 $1.46M 0.18% +361 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 8,283 $1.45M 0.03% -184 13F-HR Timeline Covenant Asset Management, LLC More: the full row for Covenant Asset Management, LLC 7,907 $1.45M 0.27% -516 13F-HR Timeline FRG Family Wealth Advisors LLC More: the full row for FRG Family Wealth Advisors LLC 7,903 $1.45M 0.23% 0 13F-HR Timeline Ballast, Inc. More: the full row for Ballast, Inc. 7,868 $1.45M 0.35% -59 13F-HR Timeline Topsail Wealth Management, LLC More: the full row for Topsail Wealth Management, LLC 7,834 $1.44M 0.24% -15 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 7,825 $1.44M 0.12% +171 13F-HR Timeline Group FOLGER NOLAN FLEMING DOUGLAS CAPITAL MA… More: the full row for FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC 7,811 $1.44M 0.15% 0 13F-HR Timeline Measured Risk Portfolios, Inc. More: the full row for Measured Risk Portfolios, Inc. 7,784 $1.43M 1.55% -332 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 7,730 $1.42M 0.07% +1,528 13F-HR Timeline Diversify Advisory Services, LLC group of 2 filers holding More: the full row for Diversify Advisory Services, LLC 8,750 $1.41M -187 Timeline CHICAGO TRUST Co NA More: the full row for CHICAGO TRUST Co NA 7,683 $1.41M 0.2% +55 13F-HR Timeline Hartford Financial Management Inc. More: the full row for Hartford Financial Management Inc. 7,680 $1.41M 0.37% -192 13F-HR Timeline Ascent Wealth Partners, LLC More: the full row for Ascent Wealth Partners, LLC 7,677 $1.41M 0.16% +33 13F-HR Timeline VICTORY FINANCIAL GROUP, LLC More: the full row for VICTORY FINANCIAL GROUP, LLC 7,663 $1.41M 0.19% -496 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 7,657 $1.41M 0.35% -89 13F-HR Timeline Legato Capital Management LLC More: the full row for Legato Capital Management LLC 7,652 $1.41M 0.15% 0 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 7,642 $1.4M 0.08% +177 13F-HR Timeline Portside Wealth Group, LLC More: the full row for Portside Wealth Group, LLC 7,641 $1.4M 0.19% -93 13F-HR Timeline Oak Thistle LLC More: the full row for Oak Thistle LLC 7,612 $1.4M 0.21% new 13F-HR Timeline WINTON GROUP Ltd in group WINTON GROUP Ltd More: the full row for WINTON GROUP Ltd 7,528 $1.38M 0.05% -11,846 13F-HR Timeline Group Pinnacle West Asset Management, Inc. More: the full row for Pinnacle West Asset Management, Inc. 7,530 $1.38M 0.9% -5 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 7,506 $1.38M 0.03% -626 13F-HR Timeline BURNEY CO/ More: the full row for BURNEY CO/ 7,490 $1.38M 0.04% -425 13F-HR Timeline Paragon Capital Management Ltd More: the full row for Paragon Capital Management Ltd 7,487 $1.38M 0.26% -423 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 7,471 $1.37M 0.28% +563 13F-HR Timeline EFG Private Wealth Management (Americas… More: the full row for EFG Private Wealth Management (Americas) Corp. 7,455 $1.37M 0.24% -560 13F-HR Timeline TANG CAPITAL MANAGEMENT LLC in group TANG CAPITAL MANAGEMENT LLC More: the full row for TANG CAPITAL MANAGEMENT LLC 7,415 $1.36M 0.05% 0 13F-HR Timeline Group Procyon Advisors, LLC More: the full row for Procyon Advisors, LLC 7,409 $1.36M 0.08% +817 13F-HR Timeline Curated Wealth Partners LLC More: the full row for Curated Wealth Partners LLC 7,405 $1.36M 0.16% -68 13F-HR Timeline Burford Brothers, Inc. More: the full row for Burford Brothers, Inc. 7,363 $1.35M 0.58% +2 13F-HR Timeline STANCE CAPITAL LLC More: the full row for STANCE CAPITAL LLC 7,359 $1.35M 0.5% +679 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 7,339 $1.35M 0.13% +5,236 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 7,321 $1.35M 0.08% -93 13F-HR Timeline SUMITOMO LIFE INSURANCE CO More: the full row for SUMITOMO LIFE INSURANCE CO 7,309 $1.34M 0.04% -219 13F-HR Timeline Winch Advisory Services, LLC More: the full row for Winch Advisory Services, LLC 7,303 $1.34M 0.3% +95 13F-HR Timeline VCI Wealth Management LLC More: the full row for VCI Wealth Management LLC 7,294 $1.34M 0.41% +125 13F-HR Timeline Hillsdale Investment Management Inc. More: the full row for Hillsdale Investment Management Inc. 7,250 $1.33M 0.04% new 13F-HR Timeline TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 7,240 $1.33M 0.13% 0 13F-HR Timeline SeaBridge Investment Advisors LLC More: the full row for SeaBridge Investment Advisors LLC 7,236 $1.33M 0.22% -734 13F-HR Timeline Penobscot Investment Management Company… More: the full row for Penobscot Investment Management Company, Inc. 7,226 $1.33M 0.1% +320 13F-HR Timeline MITCHELL MCLEOD PUGH & WILLIAMS INC More: the full row for MITCHELL MCLEOD PUGH & WILLIAMS INC 7,928 $1.32M 0.21% -61 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 7,200 $1.32M 0.09% -65 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 7,176 $1.32M 0.12% -342 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 7,147 $1.31M 0.06% -264 13F-HR Timeline Portfolio Design Labs, LLC More: the full row for Portfolio Design Labs, LLC 7,138 $1.31M 0.23% new 13F-HR Timeline Farringdon Capital, Ltd. More: the full row for Farringdon Capital, Ltd. 7,131 $1.31M 0.33% new 13F-HR Timeline Somerset Group LLC More: the full row for Somerset Group LLC 7,130 $1.31M 1.04% 0 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 7,104 $1.31M 0.15% -399 13F-HR Timeline Buckley Wealth Management, LLC More: the full row for Buckley Wealth Management, LLC 7,103 $1.31M 0.36% -16 13F-HR Timeline Evernest Financial Advisors, LLC More: the full row for Evernest Financial Advisors, LLC 7,075 $1.3M 0.36% +16 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 7,055 $1.3M 0.08% -7,275 13F-HR Timeline PHYSICIANS FINANCIAL SERVICES, INC. More: the full row for PHYSICIANS FINANCIAL SERVICES, INC. 7,049 $1.29M 0.35% 0 13F-HR Timeline Marks Group Wealth Management, Inc More: the full row for Marks Group Wealth Management, Inc 7,048 $1.29M 0.12% +228 13F-HR Timeline Cascade Financial Partners, LLC More: the full row for Cascade Financial Partners, LLC 6,983 $1.28M 0.15% -50 13F-HR Timeline Wealth Management Nebraska in group Wealth Management Nebraska More: the full row for Wealth Management Nebraska 6,910 $1.27M 0.15% -12 13F-HR Timeline Group Chesapeake Wealth Management More: the full row for Chesapeake Wealth Management 6,885 $1.26M 0.39% 0 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 6,882 $1.26M 0.03% +171 13F-HR Timeline Group Redwood Investment Management, LLC in group Redwood Investment Management… More: the full row for Redwood Investment Management, LLC 6,865 $1.26M 0.14% -3,391 13F-HR/A Timeline Group Lokken Investment Group LLC More: the full row for Lokken Investment Group LLC 6,852 $1.26M 0.43% +44 13F-HR Timeline Emerald Advisors, LLC More: the full row for Emerald Advisors, LLC 6,834 $1.26M 0.17% +421 13F-HR Timeline COURIER CAPITAL LLC More: the full row for COURIER CAPITAL LLC 6,823 $1.25M 0.07% -6,057 13F-HR Timeline Pensionfund Sabic in group Pensionfund PDN More: the full row for Pensionfund Sabic 6,800 $1.25M 0.34% 0 13F-HR Timeline Group Motley Fool Wealth Management, LLC in group Motley Fool Asset Management … More: the full row for Motley Fool Wealth Management, LLC 6,789 $1.25M 0.08% -1,001 13F-HR Timeline Group CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 6,781 $1.25M 0.15% +134 13F-HR Timeline Exchange Bank More: the full row for Exchange Bank 6,779 $1.25M 0.86% 0 13F-HR Timeline Aries Wealth Management More: the full row for Aries Wealth Management 6,777 $1.25M 0.29% +439 13F-HR Timeline Empower Advisory Group, LLC in group Empower Annuity Insurance Co … More: the full row for Empower Advisory Group, LLC 6,762 $1.24M <0.01% +416 13F-HR Timeline Group DUMONT & BLAKE INVESTMENT ADVISORS LLC More: the full row for DUMONT & BLAKE INVESTMENT ADVISORS LLC 6,759 $1.24M 0.3% +1 13F-HR Timeline Financial Security Advisor, Inc. More: the full row for Financial Security Advisor, Inc. 6,750 $1.24M 0.26% 0 13F-HR Timeline MITCHELL SINKLER & STARR/PA More: the full row for MITCHELL SINKLER & STARR/PA 6,744 $1.24M 0.56% +135 13F-HR Timeline Solidarity Wealth, LLC More: the full row for Solidarity Wealth, LLC 6,708 $1.23M 0.27% +5,713 13F-HR Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 6,679 $1.23M 0.09% +3,036 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 6,652 $1.22M 0.09% +184 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 6,643 $1.22M 0.03% +79 13F-HR Timeline Annex Advisory Services, LLC More: the full row for Annex Advisory Services, LLC 6,641 $1.22M 0.03% +5 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 6,796 $1.22M 0.08% -3,127 13F-HR Timeline Group DOHENY ASSET MANAGEMENT /CA More: the full row for DOHENY ASSET MANAGEMENT /CA 6,617 $1.22M 0.77% 0 13F-HR Timeline TRUST POINT INC. More: the full row for TRUST POINT INC. 6,590 $1.21M 0.1% -1,556 13F-HR Timeline Pathway Financial Advisers, LLC More: the full row for Pathway Financial Advisers, LLC 6,625 $1.21M 0.35% -382 13F-HR Timeline LifePlan Investment Advisors, Inc. More: the full row for LifePlan Investment Advisors, Inc. 6,579 $1.21M 0.51% +3 13F-HR Timeline Arete Wealth Advisors, LLC More: the full row for Arete Wealth Advisors, LLC 6,571 $1.21M 0.08% -89 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 6,475 $1.19M 0.12% -2,764 13F-HR Timeline Livforsakringsbolaget Skandia, Omsesidi… More: the full row for Livforsakringsbolaget Skandia, Omsesidigt 6,474 $1.19M 0.05% -152 13F-HR Timeline BOYD WATTERSON ASSET MANAGEMENT LLC/OH More: the full row for BOYD WATTERSON ASSET MANAGEMENT LLC/OH 6,465 $1.19M 0.35% +547 13F-HR Timeline Argent Advisors, Inc. More: the full row for Argent Advisors, Inc. 6,450 $1.19M 0.35% +210 13F-HR Timeline Retirement Investment Advisors, Inc. More: the full row for Retirement Investment Advisors, Inc. 6,450 $1.19M 0.1% -259 13F-HR Timeline Fulton Bank, N.A. More: the full row for Fulton Bank, N.A. 6,442 $1.18M 0.04% -275 13F-HR Timeline DAVIS R M INC More: the full row for DAVIS R M INC 6,429 $1.18M 0.02% -155 13F-HR Timeline EADS & HEALD WEALTH MANAGEMENT More: the full row for EADS & HEALD WEALTH MANAGEMENT 6,422 $1.18M 0.56% +104 13F-HR Timeline BEESE FULMER INVESTMENT MANAGEMENT, INC. More: the full row for BEESE FULMER INVESTMENT MANAGEMENT, INC. 6,417 $1.18M 0.08% -29 13F-HR Timeline FOX RUN MANAGEMENT, L.L.C. More: the full row for FOX RUN MANAGEMENT, L.L.C. 6,399 $1.18M 0.18% new 13F-HR Timeline KPP Advisory Services LLC More: the full row for KPP Advisory Services LLC 6,393 $1.17M 0.17% +232 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 6,393 $1.17M 0.09% +1,662 13F-HR Timeline SANDERS MORRIS HARRIS LLC More: the full row for SANDERS MORRIS HARRIS LLC 6,382 $1.17M 0.15% +5,280 13F-HR Timeline CARRET ASSET MANAGEMENT, LLC More: the full row for CARRET ASSET MANAGEMENT, LLC 6,368 $1.17M 0.11% 0 13F-HR Timeline TRUSTCO BANK CORP N Y in group TRUSTCO BANK CORP N Y More: the full row for TRUSTCO BANK CORP N Y 6,348 $1.17M 1.05% -20 13F-HR Timeline Group PIN OAK INVESTMENT ADVISORS INC More: the full row for PIN OAK INVESTMENT ADVISORS INC 6,335 $1.16M 0.83% -62 13F-HR Timeline Capital Planning Advisors, LLC More: the full row for Capital Planning Advisors, LLC 6,335 $1.16M 0.16% -8,465 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 6,317 $1.16M 0.05% +58 13F-HR Timeline Essex Financial Services, Inc. group of 2 filers holding More: the full row for Essex Financial Services, Inc. 6,274 $1.15M -90 Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 6,262 $1.15M 0.01% +239 13F-HR Timeline NORTH STAR ASSET MANAGEMENT INC More: the full row for NORTH STAR ASSET MANAGEMENT INC 6,251 $1.15M 0.05% +183 13F-HR Timeline Vectors Research Management, LLC More: the full row for Vectors Research Management, LLC 6,250 $1.15M 0.36% 0 13F-HR Timeline Meridian Wealth Partners, LLC More: the full row for Meridian Wealth Partners, LLC 6,245 $1.15M 0.16% -223 13F-HR Timeline American Money Management, LLC More: the full row for American Money Management, LLC 6,235 $1.15M 0.19% -1,158 13F-HR Timeline RB Capital Management, LLC More: the full row for RB Capital Management, LLC 6,194 $1.14M 0.24% +39 13F-HR Timeline MTM Investment Management, LLC More: the full row for MTM Investment Management, LLC 6,192 $1.14M 0.36% -130 13F-HR Timeline Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 6,163 $1.13M 0.04% +604 13F-HR Timeline Guinness Atkinson Asset Management Inc More: the full row for Guinness Atkinson Asset Management Inc 6,170 $1.13M 0.54% 0 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 6,145 $1.13M 0.29% +4,481 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 6,136 $1.13M 0.07% +282 13F-HR Timeline Paulson Wealth Management Inc. More: the full row for Paulson Wealth Management Inc. 6,121 $1.12M 0.27% -283 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 6,120 $1.12M 0.04% -142 13F-HR Timeline Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 6,043 $1.11M 0.15% +97 13F-HR Timeline HOLDERNESS INVESTMENTS CO More: the full row for HOLDERNESS INVESTMENTS CO 6,038 $1.11M 0.23% 0 13F-HR Timeline WESTPORT ASSET MANAGEMENT INC More: the full row for WESTPORT ASSET MANAGEMENT INC 6,026 $1.11M 0.46% 0 13F-HR Timeline Curbstone Financial Management Corp More: the full row for Curbstone Financial Management Corp 5,996 $1.1M 0.21% +180 13F-HR Timeline AlphaQuest LLC More: the full row for AlphaQuest LLC 5,995 $1.1M 0.07% +878 13F-HR Timeline MONEY CONCEPTS CAPITAL CORP More: the full row for MONEY CONCEPTS CAPITAL CORP 5,991 $1.1M 0.07% +237 13F-HR Timeline BEACON INVESTMENT ADVISORY SERVICES, IN… More: the full row for BEACON INVESTMENT ADVISORY SERVICES, INC. 5,965 $1.1M 0.05% +36 13F-HR Timeline Migdal Insurance & Financial Holdings L… in group Migdal Insurance & Financial … More: the full row for Migdal Insurance & Financial Holdings Ltd. 5,948 $1.09M 0.01% +4,594 13F-HR Timeline Group SkyView Investment Advisors, LLC More: the full row for SkyView Investment Advisors, LLC 5,942 $1.09M 0.14% -99 13F-HR Timeline SummitTX Capital, L.P. More: the full row for SummitTX Capital, L.P. 5,941 $1.09M 0.05% -33,230 13F-HR Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 6,436 $1.09M 0.06% -38 13F-HR Timeline US Asset Management LLC More: the full row for US Asset Management LLC 5,909 $1.09M 0.89% -32 13F-HR Timeline PITCAIRN CO in group PITCAIRN CO More: the full row for PITCAIRN CO 5,892 $1.08M 0.09% -2,776 13F-HR Timeline Group Qtron Investments LLC More: the full row for Qtron Investments LLC 5,888 $1.08M 0.13% -479 13F-HR Timeline Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 5,851 $1.08M <0.01% -1,760 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 5,823 $1.07M 0.13% +3,137 13F-HR Timeline Nova R Wealth, Inc. More: the full row for Nova R Wealth, Inc. 5,807 $1.07M 0.45% -22 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 5,801 $1.07M 0.08% -401 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 5,800 $1.07M 0.01% -1,325 13F-HR Timeline Summit Financial Strategies, Inc. More: the full row for Summit Financial Strategies, Inc. 5,791 $1.06M 0.09% 0 13F-HR Timeline LONGFELLOW INVESTMENT MANAGEMENT CO LLC More: the full row for LONGFELLOW INVESTMENT MANAGEMENT CO LLC 5,775 $1.06M 0.25% 0 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 5,702 $1.05M 0.06% +709 13F-HR Timeline BIRMINGHAM CAPITAL MANAGEMENT CO INC/AL More: the full row for BIRMINGHAM CAPITAL MANAGEMENT CO INC/AL 5,695 $1.05M 0.48% -575 13F-HR Timeline Strengthening Families & Communities, L… More: the full row for Strengthening Families & Communities, LLC 5,579 $1.03M 0.23% +5,373 13F-HR Timeline Pictet North America Advisors SA More: the full row for Pictet North America Advisors SA 5,600 $1.03M 0.1% 0 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 5,596 $1.03M 0.03% +167 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 5,595 $1.03M 0.01% -1,601 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 5,584 $1.03M 0.13% +118 13F-HR Timeline Performance Wealth Partners, LLC More: the full row for Performance Wealth Partners, LLC 5,583 $1.03M 0.03% -186 13F-HR Timeline BAKER TILLY WEALTH MANAGEMENT, LLC More: the full row for BAKER TILLY WEALTH MANAGEMENT, LLC 5,581 $1.03M 0.23% +1,112 13F-HR Timeline SFMG, LLC More: the full row for SFMG, LLC 5,579 $1.03M 0.07% +499 13F-HR Timeline Piscataqua Savings Bank More: the full row for Piscataqua Savings Bank 5,557 $1.02M 0.8% 0 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 5,540 $1.02M 0.04% +853 13F-HR Timeline LORING WOLCOTT & COOLIDGE FIDUCIARY ADV… More: the full row for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 5,894 $1.01M 0.01% -16,886 13F-HR Timeline Versor Investments LP More: the full row for Versor Investments LP 5,517 $1.01M 0.19% new 13F-HR Timeline Alpine Bank Wealth Management in group Alpine Bank Wealth Management More: the full row for Alpine Bank Wealth Management 5,497 $1.01M 0.14% -158 13F-HR Timeline Group WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 5,487 $1.01M 0.1% -1,814 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 5,484 $1.01M 0.08% +703 13F-HR Timeline Group RICHARDS, MERRILL & PETERSON, INC. More: the full row for RICHARDS, MERRILL & PETERSON, INC. 5,483 $1.01M 0.43% -7 13F-HR Timeline CFM WEALTH PARTNERS LLC More: the full row for CFM WEALTH PARTNERS LLC 5,474 $1.01M 0.15% 0 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 5,473 $1.01M 0.04% -2,409 13F-HR Timeline KLCM Advisors, Inc. 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