WealthCollab, LLC More: the full row for WealthCollab, LLC 6,366 $535K 0.25% 0 13F-HR Timeline Narus Financial Partners, LLC More: the full row for Narus Financial Partners, LLC 6,347 $534K 0.15% +546 13F-HR/A Timeline VALLEY WEALTH MANAGERS, INC. in group VALLEY WEALTH MANAGERS, INC. More: the full row for VALLEY WEALTH MANAGERS, INC. 6,336 $533K 0.04% -322 13F-HR Timeline Group Inspire Advisors, LLC in group Inspire Investing, LLC More: the full row for Inspire Advisors, LLC 6,286 $529K 0.05% +681 13F-HR Timeline Group CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 6,273 $528K 0.04% -717 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 6,236 $525K 0.02% +1,789 13F-HR Timeline Private Capital Management, LLC More: the full row for Private Capital Management, LLC 6,230 $524K 0.05% -350 13F-HR Timeline KANE INVESTMENT MANAGEMENT, INC. More: the full row for KANE INVESTMENT MANAGEMENT, INC. 6,213 $523K 0.25% new 13F-HR Timeline Pinnacle Financial Group, LLC / IL More: the full row for Pinnacle Financial Group, LLC / IL 6,211 $522K 0.16% +2,055 13F-HR Timeline FIRST UNITED BANK & TRUST More: the full row for FIRST UNITED BANK & TRUST 6,095 $513K 0.17% +488 13F-HR Timeline Pekin Hardy Strauss, Inc. More: the full row for Pekin Hardy Strauss, Inc. 6,024 $507K 0.05% -215 13F-HR Timeline American Trust More: the full row for American Trust 5,998 $505K 0.04% -936 13F-HR Timeline Walkner Condon Financial Advisors LLC More: the full row for Walkner Condon Financial Advisors LLC 5,899 $496K 0.08% 0 13F-HR Timeline FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 5,898 $496K 0.03% -28,141 13F-HR Timeline Security Financial Services, INC. More: the full row for Security Financial Services, INC. 5,818 $489K 0.08% +3,182 13F-HR Timeline Migdal Insurance & Financial Holdings L… in group Migdal Insurance & Financial … More: the full row for Migdal Insurance & Financial Holdings Ltd. 5,786 $487K 0.01% -1,795 13F-HR Timeline Group Darrow Company, Inc. More: the full row for Darrow Company, Inc. 5,746 $487K 0.23% +212 13F-HR Timeline UPTICK PARTNERS, LLC More: the full row for UPTICK PARTNERS, LLC 5,782 $486K 0.13% -1,071 13F-HR Timeline Keystone Financial Group More: the full row for Keystone Financial Group 5,772 $486K 0.04% +68 13F-HR/A Timeline Wells Financial Advisors INC More: the full row for Wells Financial Advisors INC 5,770 $485K 0.65% +2,130 13F-HR Timeline Plotkin Financial Advisors, LLC More: the full row for Plotkin Financial Advisors, LLC 5,767 $485K 0.24% +375 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 5,752 $484K 0.34% +1,734 13F-HR Timeline Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 5,723 $481K 0.18% +201 13F-HR Timeline TWIN FOCUS CAPITAL PARTNERS, LLC More: the full row for TWIN FOCUS CAPITAL PARTNERS, LLC 5,712 $480K 0.06% 0 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 5,703 $480K 0.02% +325 13F-HR Timeline Houlihan Financial Resource Group, Ltd. More: the full row for Houlihan Financial Resource Group, Ltd. 5,681 $478K 0.42% -5,721 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 5,646 $475K 0.01% +3,260 13F-HR Timeline Performance Wealth Partners, LLC More: the full row for Performance Wealth Partners, LLC 5,645 $475K 0.01% -934 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 5,590 $470K 0.09% -345 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 5,586 $470K 0.01% +162 13F-HR Timeline SCHMIDT P J INVESTMENT MANAGEMENT INC More: the full row for SCHMIDT P J INVESTMENT MANAGEMENT INC 5,544 $466K 0.08% 0 13F-HR Timeline DAVIS R M INC More: the full row for DAVIS R M INC 5,540 $466K 0.01% +168 13F-HR Timeline Werba Rubin Papier Wealth Management More: the full row for Werba Rubin Papier Wealth Management 5,496 $462K 0.07% -80 13F-HR Timeline WEALTH EFFECTS LLC More: the full row for WEALTH EFFECTS LLC 5,453 $459K 0.15% -16 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 5,445 $458K 0.02% +2,322 13F-HR Timeline Garden State Investment Advisory Servic… More: the full row for Garden State Investment Advisory Services LLC 5,421 $456K 0.12% -590 13F-HR Timeline Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 5,421 $456K 0.01% -434 13F-HR Timeline NEUBERGER BERMAN GROUP LLC in group NEUBERGER BERMAN GROUP LLC More: the full row for NEUBERGER BERMAN GROUP LLC 5,406 $455K <0.01% new 13F-HR Timeline Group Compass Financial Group, INC/SD More: the full row for Compass Financial Group, INC/SD 5,404 $455K 0.07% -1,177 13F-HR Timeline Allie Family Office LLC More: the full row for Allie Family Office LLC 5,400 $454K 0.22% -190 13F-HR Timeline Sage Investment Counsel LLC More: the full row for Sage Investment Counsel LLC 5,395 $454K 0.5% +390 13F-HR Timeline Oxinas Partners, LLC More: the full row for Oxinas Partners, LLC 5,317 $447K 0.24% +244 13F-HR Timeline Rockwood Wealth Management, LLC More: the full row for Rockwood Wealth Management, LLC 5,277 $444K 0.04% +60 13F-HR Timeline Horizon Investments, LLC More: the full row for Horizon Investments, LLC 5,318 $444K 0.01% -28,197 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 5,247 $441K <0.01% +59 13F-HR Timeline CULBERTSON A N & CO INC More: the full row for CULBERTSON A N & CO INC 5,230 $440K 0.06% 0 13F-HR Timeline Collaborative Wealth Managment Inc. More: the full row for Collaborative Wealth Managment Inc. 5,225 $439K 0.18% 0 13F-HR Timeline Meriwether Wealth & Planning, LLC More: the full row for Meriwether Wealth & Planning, LLC 5,223 $439K 0.25% 0 13F-HR Timeline Sonoma Allocations LLC More: the full row for Sonoma Allocations LLC 5,144 $435K 0.16% 13F-HR Timeline ATTICUS WEALTH MANAGEMENT, LLC More: the full row for ATTICUS WEALTH MANAGEMENT, LLC 5,155 $434K 0.11% -123 13F-HR Timeline Empower Advisory Group, LLC in group Empower Annuity Insurance Co … More: the full row for Empower Advisory Group, LLC 5,149 $433K <0.01% +512 13F-HR Timeline Group MAGNOLIA CAPITAL ADVISORS LLC More: the full row for MAGNOLIA CAPITAL ADVISORS LLC 5,128 $431K 0.11% +2,287 13F-HR Timeline Wiser Advisor Group LLC More: the full row for Wiser Advisor Group LLC 5,106 $429K 0.53% +36 13F-HR Timeline EFG Private Wealth Management (Americas… More: the full row for EFG Private Wealth Management (Americas) Corp. 5,100 $429K 0.07% new 13F-HR Timeline NESTEGG ADVISORS, INC. More: the full row for NESTEGG ADVISORS, INC. 5,074 $427K 0.38% +46 13F-HR Timeline Future Financial Wealth Managment LLC More: the full row for Future Financial Wealth Managment LLC 5,060 $426K 0.27% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Obermeyer Wealth Partners More: the full row for Obermeyer Wealth Partners 4,966 $418K 0.02% +720 13F-HR Timeline Prospera Capital Management, LLC More: the full row for Prospera Capital Management, LLC 4,967 $417K 0.2% new 13F-HR Timeline Evanson Asset Management, LLC More: the full row for Evanson Asset Management, LLC 4,959 $417K 0.02% +29 13F-HR Timeline Community Financial Services Group, LLC More: the full row for Community Financial Services Group, LLC 4,902 $412K 0.08% 0 13F-HR Timeline Praetorian Wealth Management, Inc. More: the full row for Praetorian Wealth Management, Inc. 4,898 $412K 0.08% new 13F-HR Timeline LAKE STREET PRIVATE WEALTH, LLC More: the full row for LAKE STREET PRIVATE WEALTH, LLC 4,860 $409K 0.05% +748 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 4,858 $409K 0.01% +275 13F-HR Timeline Krilogy Financial LLC More: the full row for Krilogy Financial LLC 4,868 $406K 0.02% new 13F-HR Timeline Merkkuri Wealth Advisors LLC More: the full row for Merkkuri Wealth Advisors LLC 4,825 $406K 0.29% +58 13F-HR Timeline Objectivity Squared, LLC More: the full row for Objectivity Squared, LLC 4,814 $405K 0.24% +49 13F-HR Timeline Bank Julius Baer & Co. Ltd, Zurich More: the full row for Bank Julius Baer & Co. Ltd, Zurich 4,813 $405K <0.01% new 13F-HR Timeline Wallace Advisory Group, LLC More: the full row for Wallace Advisory Group, LLC 4,879 $405K 0.33% -105 13F-HR Timeline Bristlecone Advisors, LLC More: the full row for Bristlecone Advisors, LLC 4,786 $403K 0.03% +19 13F-HR Timeline GREENLEAF TRUST More: the full row for GREENLEAF TRUST 4,765 $401K <0.01% -650 13F-HR Timeline Mach-1 Financial Group, LLC More: the full row for Mach-1 Financial Group, LLC 4,757 $400K 0.06% +717 13F-HR Timeline Integrity Advisory Solutions, LLC More: the full row for Integrity Advisory Solutions, LLC 4,757 $400K 0.06% 13F-HR Timeline Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 4,744 $399K 0.44% -380 13F-HR Timeline AlTi Global, Inc. in group AlTi Global, Inc. More: the full row for AlTi Global, Inc. 4,720 $397K 0.01% 0 13F-HR Timeline Group PLANNING DIRECTIONS INC More: the full row for PLANNING DIRECTIONS INC 4,626 $389K 0.2% +1,829 13F-HR Timeline Zhang Financial LLC More: the full row for Zhang Financial LLC 4,595 $386K 0.02% 0 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 4,593 $386K 0.02% +911 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 4,579 $385K 0.02% -2,867 13F-HR Timeline Beaumont Financial Advisors, LLC More: the full row for Beaumont Financial Advisors, LLC 4,563 $384K 0.03% -563 13F-HR Timeline Dynamic Wealth Strategies, LLC More: the full row for Dynamic Wealth Strategies, LLC 4,548 $383K 0.26% -118 13F-HR Timeline Summit Global Investments in group Summit Global Investments More: the full row for Summit Global Investments 4,515 $380K 0.02% -46 13F-HR Timeline Group KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 4,502 $379K 0.02% +2 13F-HR Timeline Bedel Financial Consulting, Inc. More: the full row for Bedel Financial Consulting, Inc. 4,476 $376K 0.05% +41 13F-HR Timeline Laraway Financial Advisors Inc More: the full row for Laraway Financial Advisors Inc 4,465 $376K 0.26% +167 13F-HR Timeline Ameliora Wealth Management Ltd. More: the full row for Ameliora Wealth Management Ltd. 4,450 $374K 0.12% -277 13F-HR Timeline PRELUDE CAPITAL MANAGEMENT, LLC More: the full row for PRELUDE CAPITAL MANAGEMENT, LLC 4,440 $373K 0.03% new 13F-HR Timeline Mason Investment Advisory Services, Inc. More: the full row for Mason Investment Advisory Services, Inc. 4,437 $373K 0.02% +40 13F-HR Timeline Grey Fox Wealth Advisors, LLC More: the full row for Grey Fox Wealth Advisors, LLC 4,427 $372K 0.08% +379 13F-HR Timeline Disciplined Investors, L.L.C. More: the full row for Disciplined Investors, L.L.C. 4,415 $371K 0.26% +57 13F-HR Timeline MASECO LLP More: the full row for MASECO LLP 4,413 $371K 0.02% +1,011 13F-HR Timeline Warwick Investment Management, Inc. More: the full row for Warwick Investment Management, Inc. 4,406 $371K 0.06% +50 13F-HR Timeline Luminist Capital LLC More: the full row for Luminist Capital LLC 4,396 $370K 0.32% new 13F-HR Timeline GREENWOOD CAPITAL ASSOCIATES LLC More: the full row for GREENWOOD CAPITAL ASSOCIATES LLC 4,386 $369K 0.04% 0 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 4,369 $367K 0.07% +1,350 13F-HR Timeline PINKERTON WEALTH, LLC More: the full row for PINKERTON WEALTH, LLC 4,363 $367K 0.04% +1,262 13F-HR Timeline TCV Trust & Wealth Management, Inc. More: the full row for TCV Trust & Wealth Management, Inc. 4,355 $366K 0.03% -175 13F-HR Timeline 180 WEALTH ADVISORS, LLC More: the full row for 180 WEALTH ADVISORS, LLC 4,347 $366K 0.04% -337 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 4,328 $364K 0.01% +315 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 4,326 $362K 0.02% +1,339 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 4,296 $361K 0.01% -2,951 13F-HR Timeline Valpey Financial Services, LLC More: the full row for Valpey Financial Services, LLC 4,230 $356K 0.23% +151 13F-HR Timeline Raab & Moskowitz Asset Management LLC More: the full row for Raab & Moskowitz Asset Management LLC 4,160 $350K 0.08% +45 13F-HR Timeline Cedar Point Capital Partners, LLC More: the full row for Cedar Point Capital Partners, LLC 4,159 $350K 0.23% +145 13F-HR Timeline BCS Wealth Management More: the full row for BCS Wealth Management 4,143 $348K 0.08% +774 13F-HR Timeline Gallagher Fiduciary Advisors, LLC in group Gallagher Fiduciary Advisors,… More: the full row for Gallagher Fiduciary Advisors, LLC 4,143 $348K 0.01% +44 13F-HR Timeline Group McAdam, LLC More: the full row for McAdam, LLC 4,128 $347K 0.02% new 13F-HR Timeline Lutz Financial Services LLC More: the full row for Lutz Financial Services LLC 4,116 $346K 0.03% -11 13F-HR Timeline Charter Oak Capital Management, LLC More: the full row for Charter Oak Capital Management, LLC 4,107 $345K 0.03% +41 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 4,100 $345K 0.03% 0 13F-HR Timeline FSB PREMIER WEALTH MANAGEMENT, INC. More: the full row for FSB PREMIER WEALTH MANAGEMENT, INC. 4,095 $344K 0.11% 0 13F-HR Timeline Security National Bank More: the full row for Security National Bank 4,094 $344K 0.05% +344 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 4,093 $344K 0.02% +820 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 4,800 $343K 0.05% +4,740 13F-HR Timeline Timonier Family Office, LTD. More: the full row for Timonier Family Office, LTD. 4,075 $343K 0.11% +10 13F-HR Timeline Boston Trust Walden Corp in group Boston Trust Walden Corp More: the full row for Boston Trust Walden Corp 4,060 $341K <0.01% 0 13F-HR Timeline Group Iron Gate Global Advisors LLC More: the full row for Iron Gate Global Advisors LLC 4,059 $341K 0.04% -1,388 13F-HR Timeline Balefire, LLC More: the full row for Balefire, LLC 4,013 $338K 0.07% +817 13F-HR Timeline Ceeto Capital Group, LLC More: the full row for Ceeto Capital Group, LLC 4,000 $336K 0.1% 0 13F-HR Timeline Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 3,987 $335K 0.02% new 13F-HR Timeline HANOVER ADVISORS INC More: the full row for HANOVER ADVISORS INC 3,954 $333K 0.13% 0 13F-HR Timeline ORLEANS CAPITAL MANAGEMENT CORP/LA More: the full row for ORLEANS CAPITAL MANAGEMENT CORP/LA 3,932 $331K 0.21% -2,550 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 3,912 $329K 0.01% new 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 3,911 $329K 0.01% +87 13F-HR Timeline HOWARD WEALTH MANAGEMENT, LLC More: the full row for HOWARD WEALTH MANAGEMENT, LLC 3,862 $325K 0.15% +914 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 3,861 $325K 0.01% +258 13F-HR Timeline OMNI 360 Wealth, Inc. More: the full row for OMNI 360 Wealth, Inc. 3,858 $324K 0.18% 0 13F-HR Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 3,858 $324K 0.04% -1,351 13F-HR Timeline HC Advisors, LLC More: the full row for HC Advisors, LLC 3,828 $322K 0.23% 0 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 3,789 $319K 0.04% +2,004 13F-HR Timeline Willow Creek Wealth Management Inc. More: the full row for Willow Creek Wealth Management Inc. 3,766 $317K 0.03% -1,632 13F-HR Timeline CHAPIN DAVIS, INC. More: the full row for CHAPIN DAVIS, INC. 3,739 $314K 0.08% -90 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 3,732 $314K 0.02% -1 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 3,736 $313K 0.03% -60 13F-HR Timeline Mustard Seed Financial, LLC More: the full row for Mustard Seed Financial, LLC 3,711 $312K 0.2% +150 13F-HR Timeline VAUGHAN NELSON INVESTMENT MANAGEMENT, L… More: the full row for VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. 3,705 $312K <0.01% -1,345 13F-HR Timeline Strategic Financial Concepts, LLC More: the full row for Strategic Financial Concepts, LLC 3,694 $311K 0.05% new 13F-HR Timeline M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 3,668 $309K <0.01% -1,290 13F-HR Timeline Group Azimuth Capital Investment Management L… More: the full row for Azimuth Capital Investment Management LLC 3,655 $307K 0.01% -1,835 13F-HR Timeline Concorde Asset Management, LLC More: the full row for Concorde Asset Management, LLC 3,651 $307K 0.13% 13F-HR Timeline DAVIDSON INVESTMENT ADVISORS More: the full row for DAVIDSON INVESTMENT ADVISORS 3,650 $307K 0.01% -100 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 3,646 $307K 0.02% -1,414 13F-HR Timeline Boreal Capital Management LLC More: the full row for Boreal Capital Management LLC 3,614 $304K 0.24% new 13F-HR Timeline RPS ADVISORY SOLUTIONS LLC More: the full row for RPS ADVISORY SOLUTIONS LLC 3,604 $303K 0.15% -5 13F-HR Timeline LIBERTY WEALTH MANAGEMENT LLC More: the full row for LIBERTY WEALTH MANAGEMENT LLC 3,593 $302K 0.04% new 13F-HR Timeline STEPHENS GROUP ASSET MANAGEMENT, LLC in group STEPHENS GROUP ASSET MANAGEME… More: the full row for STEPHENS GROUP ASSET MANAGEMENT, LLC 3,587 $302K 0.02% 0 13F-HR Timeline Group Gryphon Financial Partners LLC More: the full row for Gryphon Financial Partners LLC 3,582 $301K 0.03% -1,428 13F-HR Timeline Summit Trail Advisors, LLC More: the full row for Summit Trail Advisors, LLC 3,579 $301K <0.01% new 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 3,571 $300K 0.01% -1,512 13F-HR Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 3,540 $298K 0.01% -584 13F-HR Timeline Hennion & Walsh Asset Management, Inc. More: the full row for Hennion & Walsh Asset Management, Inc. 3,531 $297K 0.01% -49 13F-HR Timeline Columbus Macro, LLC More: the full row for Columbus Macro, LLC 3,520 $296K 0.03% -212 13F-HR Timeline NOMURA ASSET MANAGEMENT CO LTD in group NOMURA ASSET MANAGEMENT CO LTD More: the full row for NOMURA ASSET MANAGEMENT CO LTD 3,518 $296K <0.01% 0 13F-HR Timeline Group ENDEAVOR PRIVATE WEALTH, INC. More: the full row for ENDEAVOR PRIVATE WEALTH, INC. 3,487 $293K 0.09% -405 13F-HR Timeline GWN SECURITIES INC. More: the full row for GWN SECURITIES INC. 3,464 $293K 0.07% -1,132 13F-HR Timeline CAHABA WEALTH MANAGEMENT, INC. More: the full row for CAHABA WEALTH MANAGEMENT, INC. 3,472 $292K 0.02% -3,531 13F-HR Timeline Creekmur Asset Management LLC More: the full row for Creekmur Asset Management LLC 3,471 $292K 0.05% -1,526 13F-HR Timeline Verisail Partners, LLC More: the full row for Verisail Partners, LLC 3,441 $289K 0.12% -4,069 13F-HR Timeline 17 CAPITAL PARTNERS, LLC More: the full row for 17 CAPITAL PARTNERS, LLC 3,435 $289K 0.16% +426 13F-HR Timeline Nilsine Partners, LLC More: the full row for Nilsine Partners, LLC 3,426 $288K 0.03% +431 13F-HR Timeline Northstar Financial Companies, Inc. More: the full row for Northstar Financial Companies, Inc. 3,426 $288K 0.27% 0 13F-HR Timeline Valued Retirements, Inc. More: the full row for Valued Retirements, Inc. 3,470 $288K 0.32% 0 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 3,398 $286K <0.01% 0 13F-HR Timeline Group UMB Bank, n.a. More: the full row for UMB Bank, n.a. 3,395 $286K <0.01% -440 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 3,355 $282K 0.03% -1,420 13F-HR Timeline Van Hulzen Asset Management, LLC More: the full row for Van Hulzen Asset Management, LLC 3,295 $277K 0.02% +820 13F-HR Timeline Wealth Dimensions Group, Ltd. More: the full row for Wealth Dimensions Group, Ltd. 3,290 $277K 0.06% +231 13F-HR Timeline KANAWHA CAPITAL MANAGEMENT LLC More: the full row for KANAWHA CAPITAL MANAGEMENT LLC 3,274 $275K 0.02% 0 13F-HR Timeline YANKCOM Partnership More: the full row for YANKCOM Partnership 3,265 $275K 0.12% -100 13F-HR Timeline Rothschild Wealth LLC More: the full row for Rothschild Wealth LLC 3,246 $273K 0.06% -49 13F-HR Timeline Siligmueller & Norvid Wealth Advisors L… More: the full row for Siligmueller & Norvid Wealth Advisors LLC 3,246 $273K 0.12% -24,752 13F-HR Timeline TI-TRUST, INC More: the full row for TI-TRUST, INC 3,226 $271K 0.17% +135 13F-HR Timeline REDMONT WEALTH ADVISORS LLC More: the full row for REDMONT WEALTH ADVISORS LLC 3,224 $271K 0.38% -104 13F-HR Timeline SEAVIEW INVESTMENT MANAGERS LLC More: the full row for SEAVIEW INVESTMENT MANAGERS LLC 3,213 $270K 0.1% +24 13F-HR Timeline Anson Capital, Inc. More: the full row for Anson Capital, Inc. 3,201 $269K 0.2% +38 13F-HR Timeline Texas Yale Capital Corp. More: the full row for Texas Yale Capital Corp. 3,149 $265K 0.01% -705 13F-HR Timeline Worth Asset Management, LLC More: the full row for Worth Asset Management, LLC 3,140 $264K 0.12% -883 13F-HR Timeline Elm3 Financial Group, LLC More: the full row for Elm3 Financial Group, LLC 3,118 $262K 0.22% -2,505 13F-HR Timeline Callahan Advisors, LLC More: the full row for Callahan Advisors, LLC 3,118 $262K 0.02% +177 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 3,111 $262K 0.01% +750 13F-HR Timeline Group PFG Private Wealth Management, LLC More: the full row for PFG Private Wealth Management, LLC 3,081 $259K 0.12% new 13F-HR Timeline Integrity Wealth Solutions LLC More: the full row for Integrity Wealth Solutions LLC 3,081 $259K 0.12% +37 13F-HR Timeline Roger Wittlin Investment Advisory, LLC More: the full row for Roger Wittlin Investment Advisory, LLC 3,052 $257K 0.14% -1,151 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 3,047 $256K 0.01% -6,584 13F-HR Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 3,039 $256K <0.01% new 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 3,030 $255K 0.01% -12,239 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 3,014 $254K <0.01% +1,134 13F-HR Timeline Creekside Partners More: the full row for Creekside Partners 2,978 $251K 0.11% +34 13F-HR Timeline BRASS TAX WEALTH MANAGEMENT, INC More: the full row for BRASS TAX WEALTH MANAGEMENT, INC 2,976 $250K 0.04% -79 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 2,973 $250K 0.02% new 13F-HR Timeline GEM Asset Management, LLC More: the full row for GEM Asset Management, LLC 2,960 $249K 0.12% new 13F-HR Timeline FIRST HAWAIIAN BANK in group FIRST HAWAIIAN BANK More: the full row for FIRST HAWAIIAN BANK 2,932 $247K 0.03% 0 13F-HR Timeline Group UNIVEST FINANCIAL Corp in group UNIVEST FINANCIAL Corp More: the full row for UNIVEST FINANCIAL Corp 2,928 $246K 0.01% +5 13F-HR Timeline Group STEVENS CAPITAL PARTNERS More: the full row for STEVENS CAPITAL PARTNERS 2,921 $246K 0.07% +145 13F-HR Timeline Argentarii, LLC More: the full row for Argentarii, LLC 2,903 $244K 0.1% +170 13F-HR Timeline Minot DeBlois Advisors LLC More: the full row for Minot DeBlois Advisors LLC 2,900 $244K 0.22% 0 13F-HR Timeline SeaBridge Investment Advisors LLC More: the full row for SeaBridge Investment Advisors LLC 2,893 $243K 0.04% -313 13F-HR Timeline MIDDLETON & CO INC/MA More: the full row for MIDDLETON & CO INC/MA 2,875 $242K 0.03% 0 13F-HR Timeline SWMG, LLC More: the full row for SWMG, LLC 2,822 $239K 0.07% -107 13F-HR Timeline Members Trust Co More: the full row for Members Trust Co 2,829 $238K 0.01% -159 13F-HR Timeline Berger Financial Group, Inc More: the full row for Berger Financial Group, Inc 2,817 $237K 0.01% 0 13F-HR Timeline