Buckley Wealth Management, LLC More: the full row for Buckley Wealth Management, LLC 9,244 $1.5M 0.4% -130 13F-HR Timeline Smith Group Asset Management, LLC More: the full row for Smith Group Asset Management, LLC 9,230 $1.5M 0.08% -4,770 13F-HR Timeline LRT Capital Management, LLC More: the full row for LRT Capital Management, LLC 9,167 $1.49M 1.28% -11,336 13F-HR Timeline Citizens National Bank Trust Department More: the full row for Citizens National Bank Trust Department 9,073 $1.48M 0.25% -29 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 9,044 $1.47M 0.06% -387 13F-HR Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 9,035 $1.47M 0.09% -212 13F-HR Timeline MARINO, STRAM & ASSOCIATES LLC More: the full row for MARINO, STRAM & ASSOCIATES LLC 8,956 $1.46M 0.26% +456 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 8,934 $1.45M 0.05% -811 13F-HR Timeline DENALI ADVISORS LLC More: the full row for DENALI ADVISORS LLC 8,918 $1.45M 0.16% +2,500 13F-HR Timeline CIDEL ASSET MANAGEMENT INC More: the full row for CIDEL ASSET MANAGEMENT INC 8,917 $1.45M 0.1% 0 13F-HR Timeline GUIDANCE CAPITAL, INC More: the full row for GUIDANCE CAPITAL, INC 7,755 $1.45M 0.35% -277 13F-HR Timeline CAPITAL ADVISORS INC/OK More: the full row for CAPITAL ADVISORS INC/OK 8,901 $1.45M 0.02% +663 13F-HR Timeline GREAT VALLEY ADVISOR GROUP, INC. in group GREAT VALLEY ADVISOR GROUP, I… More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 8,855 $1.44M 0.03% -96 13F-HR Timeline Group Canada Post Corp Registered Pension Plan More: the full row for Canada Post Corp Registered Pension Plan 8,845 $1.44M 0.05% +3,650 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 8,775 $1.43M 0.03% +101 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 8,681 $1.41M 0.03% +431 13F-HR Timeline Meeder Advisory Services, Inc. group of 2 filers holding More: the full row for Meeder Advisory Services, Inc. 8,676 $1.41M +1,474 Timeline Coastline Trust Co More: the full row for Coastline Trust Co 8,587 $1.4M 0.13% -18 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Wedmont Private Capital More: the full row for Wedmont Private Capital 7,577 $1.39M 0.05% +47 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 8,512 $1.39M 0.07% -558 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 8,509 $1.39M 0.05% +433 13F-HR Timeline Group JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 8,480 $1.38M 0.01% -50 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 8,412 $1.37M 0.13% -1,792 13F-HR Timeline Group PEDDOCK CAPITAL ADVISORS, LLC More: the full row for PEDDOCK CAPITAL ADVISORS, LLC 8,341 $1.36M 0.28% +417 13F-HR Timeline WESTWOOD HOLDINGS GROUP INC in group WESTWOOD HOLDINGS GROUP INC More: the full row for WESTWOOD HOLDINGS GROUP INC 8,330 $1.36M 0.01% -63 13F-HR Timeline Group FIRST UNITED BANK & TRUST More: the full row for FIRST UNITED BANK & TRUST 8,320 $1.35M 0.43% +360 13F-HR Timeline SECURIAN ASSET MANAGEMENT, INC More: the full row for SECURIAN ASSET MANAGEMENT, INC 8,293 $1.35M 0.05% -6,693 13F-HR Timeline Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 8,253 $1.34M 0.16% new 13F-HR Timeline Corsicana & Co. More: the full row for Corsicana & Co. 8,232 $1.34M 0.75% -415 13F-HR Timeline Cadence Bank More: the full row for Cadence Bank 8,210 $1.34M 0.08% -10 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 8,184 $1.33M 0.01% +386 13F-HR Timeline GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 8,181 $1.33M 0.26% -1,916 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 8,180 $1.33M 0.01% +1,293 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 8,166 $1.33M 0.09% -690 13F-HR Timeline Ballew Advisors, Inc More: the full row for Ballew Advisors, Inc 7,290 $1.32M 0.75% -10 13F-HR Timeline Ark Wealth Advisors LLC More: the full row for Ark Wealth Advisors LLC 8,131 $1.32M 1.42% 13F-HR Timeline Nicholas Wealth, LLC. More: the full row for Nicholas Wealth, LLC. 8,081 $1.32M 0.89% +760 13F-HR/A Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 8,063 $1.31M 0.05% +28 13F-HR Timeline Wahed Invest LLC More: the full row for Wahed Invest LLC 8,001 $1.3M 0.17% -539 13F-HR Timeline KORNITZER CAPITAL MANAGEMENT INC /KS More: the full row for KORNITZER CAPITAL MANAGEMENT INC /KS 7,989 $1.3M 0.03% +40 13F-HR Timeline Sienna Gestion More: the full row for Sienna Gestion 7,915 $1.3M 0.08% new 13F-HR Timeline Atlantic Edge Private Wealth Management… More: the full row for Atlantic Edge Private Wealth Management, LLC 7,957 $1.3M 0.32% +385 13F-HR Timeline Grantham, Mayo, Van Otterloo & Co. LLC More: the full row for Grantham, Mayo, Van Otterloo & Co. LLC 7,918 $1.29M <0.01% new 13F-HR Timeline Munich Reinsurance Co Stock Corp in Mun… More: the full row for Munich Reinsurance Co Stock Corp in Munich 7,768 $1.28M 0.03% -11,313 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 7,848 $1.28M 0.01% +962 13F-HR Timeline Group Catherine Avery Investment Management L… More: the full row for Catherine Avery Investment Management LLC 7,786 $1.27M 0.76% -61 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 7,772 $1.27M 0.05% -116 13F-HR Timeline Group MIdWestOne Financial Group, Inc. More: the full row for MIdWestOne Financial Group, Inc. 7,768 $1.26M 0.14% -1,181 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 7,731 $1.26M 0.02% +1,163 13F-HR Timeline Alphadyne Asset Management LP More: the full row for Alphadyne Asset Management LP 7,712 $1.26M 0.13% new 13F-HR Timeline CI INVESTMENTS INC. in group CI INVESTMENTS INC. More: the full row for CI INVESTMENTS INC. 7,690 $1.25M 0.01% -8,600 13F-HR Timeline Group AXQ CAPITAL, LP More: the full row for AXQ CAPITAL, LP 7,643 $1.24M 0.28% new 13F-HR Timeline X-Square Capital, LLC More: the full row for X-Square Capital, LLC 7,629 $1.24M 0.41% +273 13F-HR Timeline Vontobel Holding Ltd. in group Vontobel Holding Ltd. More: the full row for Vontobel Holding Ltd. 7,626 $1.24M <0.01% +4,074 13F-HR Timeline Group Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 7,606 $1.24M 0.03% +227 13F-HR Timeline United Super Pty Ltd in its capacity as… More: the full row for United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund 7,600 $1.24M 0.02% +3,100 13F-HR Timeline Crestmont Private Wealth LLC More: the full row for Crestmont Private Wealth LLC 7,600 $1.24M 0.4% 0 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 10,902 $1.23M 0.03% +652 13F-HR Timeline INCEPTIONR LLC More: the full row for INCEPTIONR LLC 7,554 $1.23M 0.34% +1,374 13F-HR Timeline USS Investment Management Ltd More: the full row for USS Investment Management Ltd 7,512 $1.22M 0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. EVENTIDE ASSET MANAGEMENT, LLC More: the full row for EVENTIDE ASSET MANAGEMENT, LLC 7,391 $1.22M 0.02% new 13F-HR Timeline Greenfield Savings Bank More: the full row for Greenfield Savings Bank 7,435 $1.21M 0.51% -74 13F-HR Timeline Confluence Wealth Services, Inc. More: the full row for Confluence Wealth Services, Inc. 7,400 $1.2M 0.05% +318 13F-HR Timeline Rodgers Brothers Inc. More: the full row for Rodgers Brothers Inc. 7,363 $1.2M 0.14% +3 13F-HR Timeline WRIGHT INVESTORS SERVICE INC More: the full row for WRIGHT INVESTORS SERVICE INC 7,326 $1.19M 0.36% +3,149 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Godshalk Welsh Capital Management, Inc. More: the full row for Godshalk Welsh Capital Management, Inc. 7,325 $1.19M 0.68% 0 13F-HR Timeline Neumann Capital Management, LLC More: the full row for Neumann Capital Management, LLC 7,321 $1.19M 0.34% 0 13F-HR Timeline JT Stratford LLC More: the full row for JT Stratford LLC 7,275 $1.18M 0.15% +228 13F-HR Timeline Field & Main Bank More: the full row for Field & Main Bank 7,271 $1.18M 0.34% -502 13F-HR Timeline REXFORD CAPITAL INC More: the full row for REXFORD CAPITAL INC 7,210 $1.17M 0.89% -100 13F-HR Timeline TOUNJIAN ADVISORY PARTNERS, LLC More: the full row for TOUNJIAN ADVISORY PARTNERS, LLC 7,166 $1.17M 0.4% -478 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 7,160 $1.17M 0.02% +1,938 13F-HR Timeline OneAscent Financial Services LLC group of 3 filers holding More: the full row for OneAscent Financial Services LLC 7,157 $1.17M +484 Timeline Investors Research Corp More: the full row for Investors Research Corp 7,154 $1.16M 0.21% 0 13F-HR Timeline GREENLEAF TRUST More: the full row for GREENLEAF TRUST 7,116 $1.16M 0.01% -43 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 7,079 $1.15M 0.04% +350 13F-HR Timeline CenterBook Partners LP More: the full row for CenterBook Partners LP 7,051 $1.15M 0.06% new 13F-HR Timeline RBF Capital, LLC More: the full row for RBF Capital, LLC 7,000 $1.14M 0.05% 0 13F-HR/A Timeline ABLES, IANNONE, MOORE & ASSOCIATES, INC. More: the full row for ABLES, IANNONE, MOORE & ASSOCIATES, INC. 6,964 $1.13M 0.62% -15 13F-HR Timeline Essex Financial Services, Inc. group of 2 filers holding More: the full row for Essex Financial Services, Inc. 6,899 $1.12M +265 Timeline Redwood Investment Management, LLC in group Redwood Investment Management… More: the full row for Redwood Investment Management, LLC 6,863 $1.12M 0.13% new 13F-HR/A Timeline Group Larson Financial Group LLC More: the full row for Larson Financial Group LLC 6,832 $1.11M 0.04% +365 13F-HR Timeline Legacy Trust More: the full row for Legacy Trust 6,729 $1.1M 0.2% +695 13F-HR Timeline Energy Income Partners, LLC More: the full row for Energy Income Partners, LLC 6,707 $1.09M 0.02% -5,064 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 6,684 $1.09M 0.03% +310 13F-HR Timeline TOCQUEVILLE ASSET MANAGEMENT L.P. in group TOCQUEVILLE ASSET MANAGEMENT … More: the full row for TOCQUEVILLE ASSET MANAGEMENT L.P. 6,670 $1.09M 0.02% -538 13F-HR Timeline Group V-Square Quantitative Management LLC More: the full row for V-Square Quantitative Management LLC 6,628 $1.08M 0.11% new 13F-HR Timeline Fayez Sarofim & Co in group Fayez Sarofim & Co More: the full row for Fayez Sarofim & Co 6,621 $1.08M <0.01% -300 13F-HR Timeline Group PINEBRIDGE INVESTMENTS LLC More: the full row for PINEBRIDGE INVESTMENTS LLC 6,604 $1.08M 0.01% 13F-HR/A Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 6,599 $1.07M 0.06% +28 13F-HR Timeline KCM INVESTMENT ADVISORS LLC More: the full row for KCM INVESTMENT ADVISORS LLC 6,547 $1.07M 0.03% +1,652 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 6,449 $1.05M 0.06% -44 13F-HR Timeline Cypress Wealth Services, LLC More: the full row for Cypress Wealth Services, LLC 6,393 $1.04M 0.14% new 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 6,382 $1.04M 0.16% -165 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 6,380 $1.04M 0.04% new 13F-HR Timeline Farmers & Merchants Trust Co of Chamber… More: the full row for Farmers & Merchants Trust Co of Chambersburg PA 6,333 $1.03M 0.29% -59 13F-HR Timeline TWIN CAPITAL MANAGEMENT INC More: the full row for TWIN CAPITAL MANAGEMENT INC 6,306 $1.03M 0.13% +40 13F-HR Timeline ESSEX INVESTMENT MANAGEMENT CO LLC More: the full row for ESSEX INVESTMENT MANAGEMENT CO LLC 6,302 $1.03M 0.16% 0 13F-HR Timeline Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 6,288 $1.02M -283 Timeline HARBOR CAPITAL ADVISORS, INC. More: the full row for HARBOR CAPITAL ADVISORS, INC. 6,216 $1.01M 0.08% -8 13F-HR Timeline DELTA FINANCIAL ADVISORS LLC More: the full row for DELTA FINANCIAL ADVISORS LLC 6,214 $1.01M 0.26% +2,268 13F-HR Timeline Farringdon Capital, Ltd. More: the full row for Farringdon Capital, Ltd. 6,201 $1.01M 0.25% new 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 6,188 $1.01M 0.02% +1,514 13F-HR/A Timeline Manske Wealth Management More: the full row for Manske Wealth Management 6,188 $1.01M 0.3% -225 13F-HR Timeline Evernest Financial Advisors, LLC More: the full row for Evernest Financial Advisors, LLC 5,000 $1.01M 0.21% 0 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 6,146 $1M 0.02% -195 13F-HR/A Timeline Turning Point Benefit Group, Inc. More: the full row for Turning Point Benefit Group, Inc. 6,107 $994K 0.52% +594 13F-HR Timeline CSS LLC/IL More: the full row for CSS LLC/IL 6,080 $990K 0.06% +1,730 13F-HR Timeline Berger Financial Group, Inc More: the full row for Berger Financial Group, Inc 6,037 $983K 0.06% -124 13F-HR Timeline Recurrent Investment Advisors LLC More: the full row for Recurrent Investment Advisors LLC 6,035 $982K 0.07% -5,224 13F-HR Timeline Capstone Capital Management Ltd More: the full row for Capstone Capital Management Ltd 6,017 $980K 0.94% 13F-HR Timeline BOOTHBAY FUND MANAGEMENT, LLC More: the full row for BOOTHBAY FUND MANAGEMENT, LLC 6,013 $979K 0.03% +3,262 13F-HR Timeline TECTONIC ADVISORS LLC in group TECTONIC ADVISORS LLC More: the full row for TECTONIC ADVISORS LLC 6,012 $979K 0.05% -525 13F-HR Timeline Group Linscomb Wealth, Inc. More: the full row for Linscomb Wealth, Inc. 5,997 $976K 0.04% -33 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 5,958 $970K 0.04% -108 13F-HR Timeline Capital Planning Advisors, LLC More: the full row for Capital Planning Advisors, LLC 5,891 $959K 0.13% -461 13F-HR Timeline Simmons Bank in group Simmons Bank More: the full row for Simmons Bank 5,886 $958K 0.06% +502 13F-HR Timeline Group FORTERIS WEALTH MANAGEMENT INC. More: the full row for FORTERIS WEALTH MANAGEMENT INC. 5,884 $958K 0.94% 13F-HR Timeline Friedenthal Financial More: the full row for Friedenthal Financial 5,860 $954K 0.49% new 13F-HR Timeline Pekin Hardy Strauss, Inc. More: the full row for Pekin Hardy Strauss, Inc. 5,840 $951K 0.09% -75 13F-HR Timeline ROCKLAND TRUST CO More: the full row for ROCKLAND TRUST CO 5,829 $949K 0.04% -7 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 5,827 $949K 0.03% +899 13F-HR Timeline Kennondale Capital Management LLC More: the full row for Kennondale Capital Management LLC 5,825 $948K 0.7% 0 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 5,817 $947K 0.01% +29 13F-HR Timeline Group AlphaQuest LLC More: the full row for AlphaQuest LLC 5,816 $947K 0.05% +2,247 13F-HR Timeline DMC Group, LLC More: the full row for DMC Group, LLC 5,758 $937K 0.63% +426 13F-HR Timeline Lewis Asset Management, LLC More: the full row for Lewis Asset Management, LLC 5,749 $936K 0.38% -5 13F-HR Timeline MCCARTER PRIVATE WEALTH SERVICES LLC More: the full row for MCCARTER PRIVATE WEALTH SERVICES LLC 5,744 $935K 0.42% +492 13F-HR Timeline Ballast, Inc. More: the full row for Ballast, Inc. 5,740 $934K 0.22% -632 13F-HR Timeline Kendall Capital Management More: the full row for Kendall Capital Management 5,740 $934K 0.2% -1,005 13F-HR Timeline Jackson Hole Capital Partners, LLC More: the full row for Jackson Hole Capital Partners, LLC 5,708 $929K 0.16% 0 13F-HR Timeline Quad-Cities Investment Group, LLC More: the full row for Quad-Cities Investment Group, LLC 5,707 $929K 0.38% -35 13F-HR Timeline RED CEDAR INVESTMENT MANAGEMENT, LLC More: the full row for RED CEDAR INVESTMENT MANAGEMENT, LLC 5,697 $927K 0.1% 0 13F-HR Timeline Florida Trust Wealth Management Co More: the full row for Florida Trust Wealth Management Co 5,675 $924K 0.03% +75 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 5,667 $923K 0.06% +16 13F-HR Timeline MANGROVE PARTNERS IM, LLC More: the full row for MANGROVE PARTNERS IM, LLC 5,575 $908K 0.07% new 13F-HR Timeline Arista Wealth Management, LLC More: the full row for Arista Wealth Management, LLC 5,562 $905K 0.11% +2,000 13F-HR Timeline SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 5,558 $905K 0.07% +24 13F-HR Timeline OSTRUM ASSET MANAGEMENT More: the full row for OSTRUM ASSET MANAGEMENT 5,520 $899K 0.04% -1,830 13F-HR Timeline Argyle Capital Management, LLC More: the full row for Argyle Capital Management, LLC 5,500 $895K 0.3% 0 13F-HR Timeline Sather Financial Group Inc More: the full row for Sather Financial Group Inc 5,494 $894K 0.05% -17 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 5,481 $892K 0.02% +1 13F-HR Timeline Hilton Head Capital Partners, LLC More: the full row for Hilton Head Capital Partners, LLC 5,471 $891K 0.52% 13F-HR Timeline Summa Corp. More: the full row for Summa Corp. 5,400 $879K 0.38% 0 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 5,388 $877K 0.03% +125 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 5,275 $859K 0.02% +280 13F-HR Timeline COLLECTIVE FAMILY OFFICE LLC More: the full row for COLLECTIVE FAMILY OFFICE LLC 5,249 $854K 0.2% +68 13F-HR Timeline Archford Capital Strategies, LLC More: the full row for Archford Capital Strategies, LLC 5,233 $852K 0.1% -18 13F-HR Timeline First National Bank of Mount Dora, Trus… More: the full row for First National Bank of Mount Dora, Trust Investment Services 5,204 $847K 0.19% -23 13F-HR Timeline Williams Jones Wealth Management, LLC. More: the full row for Williams Jones Wealth Management, LLC. 5,199 $846K 0.01% +36 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 5,196 $846K 0.02% +136 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 5,177 $843K 0.02% -896 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 5,162 $840K 0.04% +2,005 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 5,072 $840K 0.04% +3,061 13F-HR Timeline Driehaus Capital Management LLC More: the full row for Driehaus Capital Management LLC 5,158 $840K 0.01% +1,134 13F-HR Timeline Fearless Solutions, LLC dba Best Invest More: the full row for Fearless Solutions, LLC dba Best Invest 5,140 $837K 0.51% +4 13F-HR Timeline Phoenix Financial Ltd. in group Phoenix Financial Ltd. More: the full row for Phoenix Financial Ltd. 5,124 $834K 0.01% -5,767 13F-HR Timeline Group Essential Partners LLC More: the full row for Essential Partners LLC 5,089 $828K 0.26% +2 13F-HR Timeline Symphony Financial, Ltd. Co. More: the full row for Symphony Financial, Ltd. Co. 5,028 $828K 0.11% +11 13F-HR Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 5,067 $825K 0.01% -890 13F-HR Timeline Group Brady Martz Wealth Solutions, LLC More: the full row for Brady Martz Wealth Solutions, LLC 5,055 $823K 0.14% -139 13F-HR Timeline Krilogy Financial LLC More: the full row for Krilogy Financial LLC 4,485 $822K 0.03% -1 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 5,038 $820K 0.01% +225 13F-HR Timeline PARSONS CAPITAL MANAGEMENT INC/RI More: the full row for PARSONS CAPITAL MANAGEMENT INC/RI 5,015 $816K 0.04% 0 13F-HR Timeline E&G Advisors, LLC More: the full row for E&G Advisors, LLC 5,008 $815K 0.18% 0 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 4,997 $813K 0.08% -2 13F-HR Timeline Navigoe, LLC More: the full row for Navigoe, LLC 5,000 $813K 0.5% 0 13F-HR Timeline Laraway Financial Advisors Inc More: the full row for Laraway Financial Advisors Inc 4,988 $812K 0.53% -200 13F-HR Timeline Silver Coast Investments LLC More: the full row for Silver Coast Investments LLC 4,941 $804K 0.28% -8 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 4,911 $799K 0.04% -345 13F-HR Timeline DECISION INVESTMENTS, INC More: the full row for DECISION INVESTMENTS, INC 4,900 $798K 0.87% 13F-HR Timeline Bryn Mawr Trust Advisors, LLC More: the full row for Bryn Mawr Trust Advisors, LLC 4,895 $797K 0.04% +46 13F-HR Timeline Elevated Capital Advisors, LLC More: the full row for Elevated Capital Advisors, LLC 4,882 $795K 0.19% -159 13F-HR Timeline AlTi Global, Inc. in group AlTi Global, Inc. More: the full row for AlTi Global, Inc. 4,868 $792K 0.02% -40,026 13F-HR Timeline Group Limestone Investment Advisors LP More: the full row for Limestone Investment Advisors LP 4,855 $790K 0.53% new 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 4,836 $787K 0.05% +7 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 4,793 $780K 0.06% -206 13F-HR Timeline TCW GROUP INC in group TCW GROUP INC More: the full row for TCW GROUP INC 4,785 $779K 0.01% new 13F-HR Timeline Group ADIRONDACK TRUST CO More: the full row for ADIRONDACK TRUST CO 4,784 $779K 0.26% -1 13F-HR Timeline St. Johns Investment Management Company… More: the full row for St. Johns Investment Management Company, LLC 4,781 $778K 0.32% -46 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 4,778 $778K <0.01% +342 13F-HR Timeline Group DSG Capital Advisors, LLC More: the full row for DSG Capital Advisors, LLC 4,210 $777K 0.12% +407 13F-HR Timeline VAUGHAN & Co SECURITIES, INC. More: the full row for VAUGHAN & Co SECURITIES, INC. 4,756 $774K 0.4% -302 13F-HR Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 4,752 $774K 0.02% -35 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 4,743 $772K 0.05% +330 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 4,730 $770K 0.16% 0 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 4,717 $768K 0.02% -1,195 13F-HR Timeline Group HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 3,788 $768K 0.02% +53 13F-HR Timeline Coppell Advisory Solutions LLC More: the full row for Coppell Advisory Solutions LLC 4,620 $762K 0.07% +7 13F-HR Timeline Ramirez Asset Management, Inc. More: the full row for Ramirez Asset Management, Inc. 4,665 $759K 0.1% 0 13F-HR Timeline PATRICK M SWEENEY & ASSOCIATES, INC More: the full row for PATRICK M SWEENEY & ASSOCIATES, INC 4,663 $759K 0.47% -24 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 4,648 $757K 0.06% -141 13F-HR Timeline Vinva Investment Management Ltd More: the full row for Vinva Investment Management Ltd 4,553 $751K 0.01% -5,281 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 4,011 $750K 0.02% +17 13F-HR Timeline Garrett Wealth Advisory Group, LLC More: the full row for Garrett Wealth Advisory Group, LLC 4,593 $748K 0.14% -37 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. 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