Bienville Capital Management, LLC More: the full row for Bienville Capital Management, LLC 12,874 $938K 0.23% 0 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 12,860 $937K 0.01% +2,399 13F-HR Timeline Claro Advisors Inc. More: the full row for Claro Advisors Inc. 12,788 $932K 0.12% +2,061 13F-HR Timeline Castle Rock Wealth Management, LLC More: the full row for Castle Rock Wealth Management, LLC 12,854 $932K 0.25% -5,631 13F-HR Timeline Clarius Group, LLC More: the full row for Clarius Group, LLC 12,720 $927K 0.06% +4,711 13F-HR Timeline Quad-Cities Investment Group, LLC More: the full row for Quad-Cities Investment Group, LLC 12,703 $926K 0.46% +401 13F-HR Timeline Virtue Capital Management, LLC More: the full row for Virtue Capital Management, LLC 12,688 $923K 0.11% +930 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 12,616 $919K 0.12% -1,000 13F-HR Timeline Souders Financial Advisors More: the full row for Souders Financial Advisors 12,613 $919K 0.13% -1,839 13F-HR Timeline RAELIPSKIE PARTNERSHIP More: the full row for RAELIPSKIE PARTNERSHIP 12,596 $918K 0.47% +1,842 13F-HR Timeline Lineweaver Wealth Advisors, LLC More: the full row for Lineweaver Wealth Advisors, LLC 12,550 $914K 0.16% -2,285 13F-HR Timeline Bank Pictet & Cie (Europe) AG More: the full row for Bank Pictet & Cie (Europe) AG 12,499 $911K 0.02% +5,948 13F-HR Timeline J.Safra Asset Management Corp More: the full row for J.Safra Asset Management Corp 12,444 $907K 0.07% +5,700 13F-HR/A Timeline ARGONAUTICA PRIVATE WEALTH MANAGEMENT, … More: the full row for ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC 12,410 $904K 0.31% -6 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 12,360 $901K 0.07% new 13F-HR Timeline M Holdings Securities, Inc. More: the full row for M Holdings Securities, Inc. 12,355 $900K 0.15% new 13F-HR Timeline Trivant Custom Portfolio Group, LLC More: the full row for Trivant Custom Portfolio Group, LLC 12,340 $899K 0.52% +2,698 13F-HR Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 12,318 $897K 0.14% +1,242 13F-HR Timeline Patten Group, Inc. More: the full row for Patten Group, Inc. 12,276 $894K 0.2% new 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 12,258 $893K 0.11% -509 13F-HR Timeline DOLIVER ADVISORS, LP More: the full row for DOLIVER ADVISORS, LP 12,252 $893K 0.25% +223 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 12,210 $890K 0.01% +3,073 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 12,186 $888K 0.07% +2,760 13F-HR Timeline FLC Capital Advisors More: the full row for FLC Capital Advisors 12,170 $887K 0.2% 0 13F-HR Timeline Endowment Wealth Management, Inc. More: the full row for Endowment Wealth Management, Inc. 12,084 $880K 0.57% +19 13F-HR Timeline Perpetual Ltd in group Perpetual Ltd More: the full row for Perpetual Ltd 12,062 $879K 0.01% -14,313 13F-HR Timeline Group Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 12,041 $877K 0.12% +2,882 13F-HR Timeline Bramshill Investments, LLC More: the full row for Bramshill Investments, LLC 12,000 $874K 0.09% -500 13F-HR Timeline FIDUCIARY FAMILY OFFICE, LLC More: the full row for FIDUCIARY FAMILY OFFICE, LLC 11,970 $872K 0.29% new 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 11,922 $869K 0.06% +570 13F-HR Timeline Finivi Inc. More: the full row for Finivi Inc. 11,879 $865K 0.7% +693 13F-HR Timeline WRIGHT INVESTORS SERVICE INC More: the full row for WRIGHT INVESTORS SERVICE INC 11,874 $865K 0.29% +976 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. VANCE WEALTH, LLC More: the full row for VANCE WEALTH, LLC 11,863 $864K 0.32% +1,380 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 11,831 $862K 0.04% -4,449 13F-HR Timeline PRENTISS SMITH & CO INC More: the full row for PRENTISS SMITH & CO INC 11,787 $859K 0.56% new 13F-HR Timeline RB Capital Management, LLC More: the full row for RB Capital Management, LLC 11,777 $858K 0.21% +1,507 13F-HR Timeline Forefront Wealth Partners, LLC More: the full row for Forefront Wealth Partners, LLC 11,766 $857K 0.58% -1,623 13F-HR Timeline ELCO Management Co., LLC More: the full row for ELCO Management Co., LLC 11,765 $857K 0.47% -5,722 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 11,744 $856K 0.06% +4,236 13F-HR Timeline Glenview Trust Co More: the full row for Glenview Trust Co 11,726 $854K 0.02% +652 13F-HR/A Timeline Smith Group Asset Management, LLC More: the full row for Smith Group Asset Management, LLC 11,720 $854K 0.06% +300 13F-HR Timeline Echo Wealth Management, LLC More: the full row for Echo Wealth Management, LLC 11,719 $854K 0.58% -876 13F-HR Timeline TWIN FOCUS CAPITAL PARTNERS, LLC More: the full row for TWIN FOCUS CAPITAL PARTNERS, LLC 11,708 $853K 0.13% +500 13F-HR Timeline INTACT INVESTMENT MANAGEMENT INC. in group INTACT INVESTMENT MANAGEMENT … More: the full row for INTACT INVESTMENT MANAGEMENT INC. 11,700 $852K 0.03% 0 13F-HR Timeline Group EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 11,609 $846K 0.05% +1,789 13F-HR Timeline Group Congress Park Capital LLC More: the full row for Congress Park Capital LLC 11,598 $845K 0.32% +2,105 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 11,567 $843K 0.18% +2,933 13F-HR Timeline LJI Wealth Management, LLC More: the full row for LJI Wealth Management, LLC 11,547 $841K 0.17% +7,445 13F-HR Timeline CONNING INC. in group CONNING INC. More: the full row for CONNING INC. 11,536 $841K 0.03% +1,020 13F-HR Timeline Group 111 Capital More: the full row for 111 Capital 11,485 $837K 0.16% new 13F-HR Timeline Riverbend Wealth Management, LLC More: the full row for Riverbend Wealth Management, LLC 11,314 $824K 0.74% +5,749 13F-HR Timeline S-Bank Fund Management Ltd More: the full row for S-Bank Fund Management Ltd 11,304 $824K 0.16% 13F-HR Timeline Delaney Dennis R More: the full row for Delaney Dennis R 11,300 $823K 0.45% new 13F-HR Timeline BTC Capital Management, Inc. in group BTC Capital Management, Inc. More: the full row for BTC Capital Management, Inc. 11,253 $820K 0.07% +1,350 13F-HR Timeline Group Empirical Finance, LLC More: the full row for Empirical Finance, LLC 11,239 $819K 0.05% +1,204 13F-HR Timeline Capricorn Fund Managers Ltd More: the full row for Capricorn Fund Managers Ltd 11,213 $817K 0.44% -1,247 13F-HR Timeline Howard Capital Management, LLC More: the full row for Howard Capital Management, LLC 11,146 $812K 0.02% -1,465 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 11,123 $810K 0.07% +1,252 13F-HR Timeline Baldwin Investment Management, LLC More: the full row for Baldwin Investment Management, LLC 11,120 $810K 0.1% +1,693 13F-HR Timeline HERBST GROUP, LLC More: the full row for HERBST GROUP, LLC 11,100 $809K 0.57% new 13F-HR Timeline BSW Wealth Partners More: the full row for BSW Wealth Partners 11,031 $804K 0.12% +899 13F-HR Timeline Lombard Odier Asset Management (USA) Co… More: the full row for Lombard Odier Asset Management (USA) Corp 11,000 $801K 0.27% new 13F-HR Timeline AR ASSET MANAGEMENT INC More: the full row for AR ASSET MANAGEMENT INC 11,000 $801K 0.18% new 13F-HR Timeline BINGHAM PRIVATE WEALTH, LLC More: the full row for BINGHAM PRIVATE WEALTH, LLC 10,962 $799K 0.83% +1,946 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 10,956 $798K 0.01% +136 13F-HR Timeline Group WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 10,941 $797K 0.01% +70 13F-HR Timeline Alta Wealth Advisors LLC More: the full row for Alta Wealth Advisors LLC 10,924 $796K 0.37% +566 13F-HR Timeline Carr Financial Group Corp More: the full row for Carr Financial Group Corp 10,908 $795K 0.26% new 13F-HR Timeline Nicholas Wealth, LLC. More: the full row for Nicholas Wealth, LLC. 10,882 $793K 0.83% -4,771 13F-HR/A Timeline PENNINGTON PARTNERS & CO., LLC More: the full row for PENNINGTON PARTNERS & CO., LLC 10,820 $788K 0.45% -418 13F-HR Timeline Talon Private Wealth, LLC More: the full row for Talon Private Wealth, LLC 10,735 $782K 0.1% -4,700 13F-HR Timeline 180 WEALTH ADVISORS, LLC More: the full row for 180 WEALTH ADVISORS, LLC 10,718 $781K 0.12% -760 13F-HR Timeline Aster Capital Management (DIFC) Ltd More: the full row for Aster Capital Management (DIFC) Ltd 10,254 $779K 0.14% +8,080 13F-HR Timeline WEIK CAPITAL MANAGEMENT More: the full row for WEIK CAPITAL MANAGEMENT 10,685 $779K 0.32% 0 13F-HR Timeline Graypoint LLC More: the full row for Graypoint LLC 10,681 $778K 0.05% +2,595 13F-HR Timeline Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 10,637 $775K 0.06% +2,967 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 10,636 $774K 0.07% +1,448 13F-HR/A Timeline Alta Advisers Ltd in group Alta Advisers Ltd More: the full row for Alta Advisers Ltd 10,610 $773K 0.33% +3,600 13F-HR Timeline Group SFE Investment Counsel More: the full row for SFE Investment Counsel 10,536 $768K 0.15% new 13F-HR Timeline BRAUN STACEY ASSOCIATES INC More: the full row for BRAUN STACEY ASSOCIATES INC 10,477 $763K 0.03% -6,730 13F-HR Timeline LOOMIS SAYLES & CO L P in group LOOMIS SAYLES & CO L P More: the full row for LOOMIS SAYLES & CO L P 10,446 $761K <0.01% -396 13F-HR Timeline Group FIRETHORN WEALTH PARTNERS, LLC More: the full row for FIRETHORN WEALTH PARTNERS, LLC 10,419 $759K 0.36% +6,801 13F-HR Timeline Kidder Stephen W More: the full row for Kidder Stephen W 10,380 $756K 0.24% new 13F-HR Timeline SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 10,373 $756K 0.09% -1,804 13F-HR Timeline ALTFEST L J & CO INC More: the full row for ALTFEST L J & CO INC 10,302 $751K 0.09% new 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 10,257 $747K 0.08% +454 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 10,226 $745K 0.11% +935 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 10,183 $742K 0.05% +334 13F-HR Timeline Northeast Financial Consultants Inc More: the full row for Northeast Financial Consultants Inc 10,177 $741K 0.03% 0 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 10,175 $741K 0.02% +2,352 13F-HR Timeline One Capital Management, LLC More: the full row for One Capital Management, LLC 10,175 $741K 0.03% +3,272 13F-HR Timeline Prospect Financial Services LLC More: the full row for Prospect Financial Services LLC 10,174 $741K 0.41% +1,840 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 10,157 $740K 0.01% +2,649 13F-HR Timeline Freedom Investment Management, Inc. More: the full row for Freedom Investment Management, Inc. 10,137 $739K 0.06% -3,533 13F-HR Timeline Lynx Investment Advisory More: the full row for Lynx Investment Advisory 10,135 $738K 0.49% -250 13F-HR Timeline MITCHELL MCLEOD PUGH & WILLIAMS INC More: the full row for MITCHELL MCLEOD PUGH & WILLIAMS INC 10,054 $733K 0.15% +334 13F-HR Timeline X-Square Capital, LLC More: the full row for X-Square Capital, LLC 10,004 $729K 0.31% new 13F-HR Timeline K.J. Harrison & Partners Inc More: the full row for K.J. Harrison & Partners Inc 10,000 $729K 0.14% new 13F-HR Timeline Atlas Wealth LLC More: the full row for Atlas Wealth LLC 10,000 $729K 0.28% +1,000 13F-HR Timeline PEDDOCK CAPITAL ADVISORS, LLC More: the full row for PEDDOCK CAPITAL ADVISORS, LLC 9,968 $726K 0.18% +2,482 13F-HR Timeline Aries Wealth Management More: the full row for Aries Wealth Management 9,818 $715K 0.19% new 13F-HR Timeline Optas, LLC More: the full row for Optas, LLC 9,769 $712K 0.12% +1,541 13F-HR Timeline Godshalk Welsh Capital Management, Inc. More: the full row for Godshalk Welsh Capital Management, Inc. 9,765 $711K 0.47% +565 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 9,758 $711K 0.07% +276 13F-HR Timeline Moss Adams Wealth Advisors LLC More: the full row for Moss Adams Wealth Advisors LLC 9,755 $711K 0.07% -430 13F-HR Timeline Marest Capital, LLC More: the full row for Marest Capital, LLC 9,738 $710K 0.59% new 13F-HR Timeline CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 9,722 $708K 0.13% +1,835 13F-HR Timeline Balefire, LLC More: the full row for Balefire, LLC 9,709 $707K 0.24% new 13F-HR Timeline AssuredPartners Investment Advisors, LLC More: the full row for AssuredPartners Investment Advisors, LLC 9,670 $705K 0.14% +4,739 13F-HR Timeline SENTRY INVESTMENT MANAGEMENT LLC More: the full row for SENTRY INVESTMENT MANAGEMENT LLC 10,731 $704K 0.48% -3,205 13F-HR Timeline MJP ASSOCIATES INC /ADV More: the full row for MJP ASSOCIATES INC /ADV 9,576 $698K 0.13% -1,087 13F-HR Timeline Procyon Advisors, LLC More: the full row for Procyon Advisors, LLC 9,539 $695K 0.04% +2,362 13F-HR Timeline Ted Buchan & Co More: the full row for Ted Buchan & Co 9,514 $693K 0.33% +299 13F-HR Timeline Guardian Asset Advisors, LLC More: the full row for Guardian Asset Advisors, LLC 9,500 $692K 0.45% +565 13F-HR Timeline FAIRFIELD, BUSH & CO. More: the full row for FAIRFIELD, BUSH & CO. 9,490 $691K 0.44% +3,125 13F-HR Timeline Oxinas Partners, LLC More: the full row for Oxinas Partners, LLC 9,472 $690K 0.41% +321 13F-HR Timeline GFS Advisors, LLC More: the full row for GFS Advisors, LLC 9,450 $689K 0.14% 0 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 9,420 $686K 0.01% +2,858 13F-HR Timeline Sepio Capital, LP More: the full row for Sepio Capital, LP 9,401 $685K 0.05% +5 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 9,376 $683K 0.12% +2,658 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 9,183 $680K 0.31% +238 13F-HR Timeline Fiduciary Alliance LLC More: the full row for Fiduciary Alliance LLC 9,324 $679K 0.07% +256 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 9,317 $679K 0.07% -3,885 13F-HR Timeline Redwood Wealth Management Group, LLC More: the full row for Redwood Wealth Management Group, LLC 9,305 $678K 0.34% +350 13F-HR Timeline FLOYD FINANCIAL GROUP LLC More: the full row for FLOYD FINANCIAL GROUP LLC 9,281 $676K 0.61% new 13F-HR Timeline CORRECT CAPITAL WEALTH MANAGEMENT More: the full row for CORRECT CAPITAL WEALTH MANAGEMENT 9,276 $676K 0.13% new 13F-HR Timeline Balyasny Asset Management L.P. in group Balyasny Asset Management More: the full row for Balyasny Asset Management L.P. 9,228 $672K <0.01% -175,323 13F-HR Timeline Group LVW Advisors, LLC More: the full row for LVW Advisors, LLC 9,209 $671K 0.08% +3,308 13F-HR Timeline HOHIMER WEALTH MANAGEMENT, LLC More: the full row for HOHIMER WEALTH MANAGEMENT, LLC 9,181 $669K 0.13% new 13F-HR Timeline KRS Capital Management, LLC More: the full row for KRS Capital Management, LLC 9,172 $668K 0.53% +1,545 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 9,145 $666K 0.14% +2,049 13F-HR Timeline Morse Asset Management, Inc More: the full row for Morse Asset Management, Inc 9,110 $664K 0.17% +9,060 13F-HR Timeline Cottage Street Advisors LLC More: the full row for Cottage Street Advisors LLC 9,092 $662K 0.33% new 13F-HR Timeline Gryphon Financial Partners LLC More: the full row for Gryphon Financial Partners LLC 9,073 $661K 0.1% +2,143 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 8,785 $661K 0.04% +311 13F-HR Timeline Ascentis Wealth Management, LLC group of 2 filers holding More: the full row for Ascentis Wealth Management, LLC 9,071 $661K +2,274 Timeline Edgestream Partners, L.P. More: the full row for Edgestream Partners, L.P. 9,061 $660K 0.02% -13,334 13F-HR Timeline MCDONALD PARTNERS LLC More: the full row for MCDONALD PARTNERS LLC 9,041 $659K 0.17% +45 13F-HR Timeline INDEPENDENT INVESTORS INC More: the full row for INDEPENDENT INVESTORS INC 9,015 $657K 0.14% new 13F-HR Timeline Strategic Investment Advisors / MI More: the full row for Strategic Investment Advisors / MI 8,996 $655K 0.07% +1,587 13F-HR Timeline PSI Advisors, LLC More: the full row for PSI Advisors, LLC 8,909 $649K 0.21% +1,406 13F-HR Timeline Navis Wealth Advisors, LLC More: the full row for Navis Wealth Advisors, LLC 8,887 $648K 0.64% -730 13F-HR Timeline AMG National Trust Bank More: the full row for AMG National Trust Bank 8,877 $647K 0.02% +1,387 13F-HR Timeline CAPITAL GROUP INVESTMENT MANAGEMENT PTE… in group CAPITAL GROUP INVESTMENT MANA… More: the full row for CAPITAL GROUP INVESTMENT MANAGEMENT PTE. LTD. 8,846 $645K 0.13% -13,802 13F-HR Timeline Group American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 8,802 $641K 0.35% new 13F-HR Timeline PALO ALTO WEALTH ADVISORS, LLC More: the full row for PALO ALTO WEALTH ADVISORS, LLC 6,985 $641K 0.25% -835 13F-HR Timeline ROGCO, LP More: the full row for ROGCO, LP 8,786 $640K 0.26% +1,041 13F-HR Timeline Lauterbach Financial Advisors, LLC More: the full row for Lauterbach Financial Advisors, LLC 8,735 $636K 0.4% 0 13F-HR Timeline New Insight Wealth Advisors More: the full row for New Insight Wealth Advisors 8,657 $631K 0.29% -903 13F-HR Timeline COURIER CAPITAL LLC More: the full row for COURIER CAPITAL LLC 8,629 $629K 0.04% new 13F-HR Timeline L2 Asset Management, LLC More: the full row for L2 Asset Management, LLC 8,627 $629K 0.13% +801 13F-HR Timeline Fortis Capital Advisors, LLC More: the full row for Fortis Capital Advisors, LLC 8,619 $628K 0.13% new 13F-HR Timeline MeadowBrook Investment Advisors LLC More: the full row for MeadowBrook Investment Advisors LLC 8,600 $627K 0.58% -130 13F-HR Timeline Probity Advisors, Inc. More: the full row for Probity Advisors, Inc. 8,586 $626K 0.12% +1,800 13F-HR Timeline Bayforest Capital Ltd More: the full row for Bayforest Capital Ltd 8,568 $624K 0.27% +6,953 13F-HR/A Timeline New Century Financial Group, LLC More: the full row for New Century Financial Group, LLC 8,548 $623K 0.72% -2,080 13F-HR Timeline Advisor Resource Council More: the full row for Advisor Resource Council 10,586 $621K 0.05% new 13F-HR Timeline Alan B Lancz & Associates, Inc. More: the full row for Alan B Lancz & Associates, Inc. 8,500 $619K 0.66% 0 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 8,424 $614K 0.05% +3,442 13F-HR Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 8,377 $610K 0.05% new 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 8,374 $610K 0.05% +1,143 13F-HR Timeline First Commonwealth Financial Corp /PA/ in group First Commonwealth Financial … More: the full row for First Commonwealth Financial Corp /PA/ 8,369 $610K 0.14% new 13F-HR Timeline Group Horizon Family Wealth, Inc. More: the full row for Horizon Family Wealth, Inc. 8,368 $610K 0.41% +928 13F-HR Timeline SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 8,354 $609K 0.06% -944 13F-HR Timeline Lafayette Investments, Inc. More: the full row for Lafayette Investments, Inc. 8,338 $608K 0.13% +2,262 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 8,325 $607K 0.03% +2,702 13F-HR/A Timeline SOMERVILLE KURT F More: the full row for SOMERVILLE KURT F 8,313 $606K 0.11% new 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 8,261 $602K 0.04% +2,626 13F-HR Timeline Archford Capital Strategies, LLC More: the full row for Archford Capital Strategies, LLC 8,252 $601K 0.09% -153 13F-HR Timeline Onyx Bridge Wealth Group LLC More: the full row for Onyx Bridge Wealth Group LLC 8,248 $601K 0.09% -91 13F-HR Timeline ASHTON THOMAS SECURITIES, LLC More: the full row for ASHTON THOMAS SECURITIES, LLC 8,176 $599K 0.17% new 13F-HR Timeline Delta Investment Management, LLC More: the full row for Delta Investment Management, LLC 8,215 $599K 0.12% -2,728 13F-HR Timeline Morling Financial Advisors, LLC More: the full row for Morling Financial Advisors, LLC 8,212 $598K 0.21% -157 13F-HR Timeline Creekmur Asset Management LLC More: the full row for Creekmur Asset Management LLC 8,195 $597K 0.13% +7,987 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 7,677 $597K 0.02% +1,745 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 8,138 $593K 0.09% +2,138 13F-HR Timeline Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 8,136 $593K 0.03% +4,200 13F-HR Timeline VIAWEALTH, LLC More: the full row for VIAWEALTH, LLC 8,120 $592K 0.37% -205 13F-HR Timeline Parcion Private Wealth LLC More: the full row for Parcion Private Wealth LLC 8,062 $587K 0.05% +2,959 13F-HR Timeline 2UniFi Bank More: the full row for 2UniFi Bank 7,721 $587K 0.38% +212 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 8,039 $586K 0.08% -191 13F-HR Timeline FIRST CITIZENS BANK & TRUST CO More: the full row for FIRST CITIZENS BANK & TRUST CO 8,014 $584K 0.01% new 13F-HR Timeline Artemis Wealth Advisors, LLC More: the full row for Artemis Wealth Advisors, LLC 8,000 $583K 0.12% 0 13F-HR Timeline J. Goldman & Co LP More: the full row for J. Goldman & Co LP 8,000 $583K 0.02% -21,655 13F-HR Timeline Militia Capital Partners, LP in group Militia Capital Management LLC More: the full row for Militia Capital Partners, LP 8,000 $583K 0.47% new 13F-HR/A Timeline Group Dempze Nancy E More: the full row for Dempze Nancy E 7,975 $581K 0.35% new 13F-HR Timeline Smith Thornton Advisors LLC More: the full row for Smith Thornton Advisors LLC 7,925 $577K 0.36% +2,038 13F-HR Timeline Curated Wealth Partners LLC More: the full row for Curated Wealth Partners LLC 7,918 $577K 0.07% +177 13F-HR Timeline Coign Capital Advisors LLC More: the full row for Coign Capital Advisors LLC 7,917 $577K 0.44% +984 13F-HR Timeline FUKOKU MUTUAL LIFE INSURANCE Co More: the full row for FUKOKU MUTUAL LIFE INSURANCE Co 7,897 $575K 0.04% 0 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 7,860 $573K 0.04% +868 13F-HR Timeline NICOLET ADVISORY SERVICES, LLC in group NICOLET BANKSHARES INC More: the full row for NICOLET ADVISORY SERVICES, LLC 8,067 $572K 0.06% +1,682 13F-HR Timeline Group GF FUND MANAGEMENT CO. LTD. More: the full row for GF FUND MANAGEMENT CO. LTD. 7,842 $571K 0.01% new 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 7,798 $568K 0.03% +3,559 13F-HR Timeline Lindbrook Capital, LLC More: the full row for Lindbrook Capital, LLC 7,767 $566K 0.05% +1,702 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 6,759 $565K 0.02% -4,851 13F-HR Timeline Performance Wealth Partners, LLC More: the full row for Performance Wealth Partners, LLC 7,722 $563K 0.02% +1,090 13F-HR Timeline THOMPSON DAVIS & CO., INC. More: the full row for THOMPSON DAVIS & CO., INC. 7,715 $562K 0.44% -35 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 7,209 $560K 0.06% -413 13F-HR Timeline Convergence Investment Partners, LLC More: the full row for Convergence Investment Partners, LLC 7,675 $559K 0.15% new 13F-HR Timeline