Dynasty Wealth Management, LLC More: the full row for Dynasty Wealth Management, LLC 4,356 $314K 0.01% -804 13F-HR Timeline Alta Wealth Advisors LLC More: the full row for Alta Wealth Advisors LLC 4,353 $314K 0.14% +41 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 4,351 $314K 0.02% +1,500 13F-HR Timeline Sender Co & Partners, Inc. More: the full row for Sender Co & Partners, Inc. 4,344 $314K 0.23% new 13F-HR Timeline Sharp Wealth Advisory, LLC More: the full row for Sharp Wealth Advisory, LLC 4,330 $313K 0.24% +675 13F-HR Timeline Guinness Asset Management LTD More: the full row for Guinness Asset Management LTD 4,211 $304K 0.01% new 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 4,189 $302K 0.02% +433 13F-HR Timeline Severin Investments, LLC More: the full row for Severin Investments, LLC 4,173 $301K 0.3% -909 13F-HR Timeline Interchange Capital Partners, LLC More: the full row for Interchange Capital Partners, LLC 4,169 $301K 0.08% +1,100 13F-HR Timeline Siemens Fonds Invest GmbH More: the full row for Siemens Fonds Invest GmbH 4,147 $299K 0.02% +299 13F-HR Timeline PENSION & WEALTH MANAGEMENT ADVISORS, I… More: the full row for PENSION & WEALTH MANAGEMENT ADVISORS, INC. 4,102 $296K 0.11% +2,048 13F-HR Timeline First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 4,091 $295K 0.01% -599 13F-HR Timeline Caprock Group, LLC More: the full row for Caprock Group, LLC 4,083 $295K 0.01% -623 13F-HR Timeline Precision Wealth Strategies, LLC More: the full row for Precision Wealth Strategies, LLC 4,039 $292K 0.22% -1,036 13F-HR Timeline ALPS ADVISORS INC in group ALPS ADVISORS INC More: the full row for ALPS ADVISORS INC 4,035 $291K <0.01% -60 13F-HR Timeline Group FineMark National Bank & Trust More: the full row for FineMark National Bank & Trust 4,030 $291K 0.01% +1,390 13F-HR Timeline Rollins Financial Advisors, LLC More: the full row for Rollins Financial Advisors, LLC 3,993 $288K 0.05% +344 13F-HR/A Timeline iA Global Asset Management Inc. More: the full row for iA Global Asset Management Inc. 3,974 $287K <0.01% -13,006 13F-HR Timeline Herold Advisors, Inc. More: the full row for Herold Advisors, Inc. 3,943 $285K 0.06% new 13F-HR Timeline Cynosure Group, LLC More: the full row for Cynosure Group, LLC 3,937 $284K 0.04% +1,421 13F-HR Timeline Cornerstone Select Advisors, LLC More: the full row for Cornerstone Select Advisors, LLC 3,897 $281K 0.27% new 13F-HR Timeline Diversify Advisory Services, LLC in group Diversify Advisory Services, … More: the full row for Diversify Advisory Services, LLC 3,244 $280K 0.02% -1,133 13F-HR Timeline Group GSA CAPITAL PARTNERS LLP More: the full row for GSA CAPITAL PARTNERS LLP 3,819 $276K 0.02% new 13F-HR Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 3,769 $272K 0.04% +1,129 13F-HR Timeline Forefront Wealth Partners, LLC More: the full row for Forefront Wealth Partners, LLC 3,758 $271K 0.18% new 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 3,749 $271K 0.03% +1,500 13F-HR Timeline Phoenix Financial Ltd. in group Phoenix Financial Ltd. More: the full row for Phoenix Financial Ltd. 3,700 $268K <0.01% -593 13F-HR Timeline Group MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 3,651 $264K <0.01% -494 13F-HR Timeline Fortitude Advisory Group L.L.C. More: the full row for Fortitude Advisory Group L.L.C. 3,678 $264K 0.19% +120 13F-HR Timeline Heritage Trust Co More: the full row for Heritage Trust Co 3,646 $263K 0.03% +1,256 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 3,628 $262K 0.05% -47 13F-HR Timeline Group EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 3,606 $260K <0.01% +334 13F-HR Timeline WADDELL & ASSOCIATES, LLC More: the full row for WADDELL & ASSOCIATES, LLC 3,596 $260K 0.03% +7 13F-HR/A Timeline WBI INVESTMENTS, LLC in group WBI INVESTMENTS, LLC More: the full row for WBI INVESTMENTS, LLC 3,578 $258K 0.07% -3,535 13F-HR Timeline Group Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 3,575 $258K 0.01% new 13F-HR Timeline Swisher Financial Concepts, Inc. More: the full row for Swisher Financial Concepts, Inc. 3,554 $257K 0.21% new 13F-HR Timeline Fort Sheridan Advisors LLC More: the full row for Fort Sheridan Advisors LLC 3,531 $255K 0.04% -309 13F-HR Timeline Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 3,527 $255K 0.03% new 13F-HR Timeline Alpine Global Management, LLC More: the full row for Alpine Global Management, LLC 3,513 $254K 0.07% new 13F-HR Timeline Hummer Financial Advisory Services Inc More: the full row for Hummer Financial Advisory Services Inc 3,500 $253K 0.21% 0 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 3,479 $251K 0.01% +982 13F-HR Timeline FULLCIRCLE WEALTH LLC More: the full row for FULLCIRCLE WEALTH LLC 2,900 $250K 0.1% new 13F-HR Timeline FSM Wealth Advisors, LLC More: the full row for FSM Wealth Advisors, LLC 3,435 $248K 0.06% new 13F-HR Timeline Grandview Asset Management LLC More: the full row for Grandview Asset Management LLC 3,440 $248K 0.09% +669 13F-HR Timeline LaSalle St. Investment Advisors, LLC More: the full row for LaSalle St. Investment Advisors, LLC 3,435 $248K 0.06% +854 13F-HR Timeline GRIES FINANCIAL LLC More: the full row for GRIES FINANCIAL LLC 3,431 $248K 0.05% -7 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 3,430 $248K 0.01% -1,399 13F-HR Timeline DUDLEY CAPITAL MANAGEMENT, LLC More: the full row for DUDLEY CAPITAL MANAGEMENT, LLC 3,420 $247K 0.13% new 13F-HR Timeline Birch Hill Investment Advisors LLC More: the full row for Birch Hill Investment Advisors LLC 3,415 $247K 0.01% new 13F-HR Timeline Brookwood Investment Group LLC More: the full row for Brookwood Investment Group LLC 3,400 $245K 0.04% 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 3,400 $245K 0.03% -288 13F-HR Timeline VERUS CAPITAL PARTNERS, LLC More: the full row for VERUS CAPITAL PARTNERS, LLC 3,384 $244K 0.02% +1,189 13F-HR/A Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 3,380 $244K <0.01% -453 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 3,376 $244K 0.08% +3,252 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 3,372 $243K 0.01% -12,513 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 3,371 $243K 0.01% +13 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 2,132 $242K 0.08% 0 13F-HR Timeline Horizon Family Wealth, Inc. More: the full row for Horizon Family Wealth, Inc. 3,351 $242K 0.16% +291 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 3,330 $240K 0.01% +865 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 3,328 $240K <0.01% +88 13F-HR Timeline Group PDS Planning, Inc More: the full row for PDS Planning, Inc 3,310 $239K 0.02% new 13F-HR Timeline Compagnie Lombard Odier SCmA More: the full row for Compagnie Lombard Odier SCmA 3,310 $239K <0.01% +2,210 13F-HR Timeline AGF MANAGEMENT LTD in group AGF MANAGEMENT LTD More: the full row for AGF MANAGEMENT LTD 3,306 $239K <0.01% -334,698 13F-HR Timeline Group Almanack Investment Partners, LLC. More: the full row for Almanack Investment Partners, LLC. 3,287 $237K 0.05% -933 13F-HR Timeline Teza Capital Management LLC More: the full row for Teza Capital Management LLC 3,287 $237K 0.11% +829 13F-HR Timeline Crossmark Global Holdings, Inc. More: the full row for Crossmark Global Holdings, Inc. 3,275 $236K <0.01% +361 13F-HR Timeline Mason & Associates Inc More: the full row for Mason & Associates Inc 3,256 $235K 0.06% +233 13F-HR Timeline CAHILL FINANCIAL ADVISORS INC More: the full row for CAHILL FINANCIAL ADVISORS INC 3,242 $234K 0.03% +90 13F-HR Timeline Prospect Financial Services LLC More: the full row for Prospect Financial Services LLC 3,195 $231K 0.13% +675 13F-HR Timeline SummitTX Capital, L.P. More: the full row for SummitTX Capital, L.P. 3,193 $231K 0.01% 13F-HR Timeline Dynamic Technology Lab Private Ltd More: the full row for Dynamic Technology Lab Private Ltd 3,172 $229K 0.03% -3,148 13F-HR Timeline Insight Wealth Partners, LLC More: the full row for Insight Wealth Partners, LLC 3,121 $225K 0.14% +26 13F-HR Timeline WealthBridge Capital Management, LLC More: the full row for WealthBridge Capital Management, LLC 3,103 $224K 0.06% -68 13F-HR Timeline SFE Investment Counsel More: the full row for SFE Investment Counsel 3,085 $223K 0.04% +1,215 13F-HR Timeline Elm3 Financial Group, LLC More: the full row for Elm3 Financial Group, LLC 3,082 $223K 0.2% +459 13F-HR Timeline AFFINITY INVESTMENT ADVISORS, LLC More: the full row for AFFINITY INVESTMENT ADVISORS, LLC 3,076 $222K 0.18% +496 13F-HR Timeline MINDSET WEALTH MANAGEMENT, LLC More: the full row for MINDSET WEALTH MANAGEMENT, LLC 3,044 $220K 0.09% +1,135 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 3,021 $218K 0.03% +703 13F-HR Timeline First Dallas Securities Inc. More: the full row for First Dallas Securities Inc. 3,015 $218K 0.09% new 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 3,015 $218K 0.01% +399 13F-HR Timeline Group Owen LaRue, LLC More: the full row for Owen LaRue, LLC 3,010 $217K 0.11% -13,169 13F-HR Timeline Ariadne Wealth Management, LP More: the full row for Ariadne Wealth Management, LP 2,308 $217K 0.11% +214 13F-HR Timeline Compound Global Advisors, LLC More: the full row for Compound Global Advisors, LLC 3,000 $217K 1.28% +500 13F-HR Timeline Freedom Investment Management, Inc. More: the full row for Freedom Investment Management, Inc. 2,996 $216K 0.02% -1,876 13F-HR Timeline AIA Group Ltd in group AIA Group Ltd More: the full row for AIA Group Ltd 2,954 $213K 0.01% +827 13F-HR Timeline Group INGALLS & SNYDER LLC More: the full row for INGALLS & SNYDER LLC 2,947 $213K 0.01% +109 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 2,931 $212K 0.07% -265 13F-HR Timeline GUERRA PAN ADVISORS, LLC More: the full row for GUERRA PAN ADVISORS, LLC 2,930 $212K 0.17% 0 13F-HR Timeline Assenagon Asset Management S.A. More: the full row for Assenagon Asset Management S.A. 2,897 $209K <0.01% -140,752 13F-HR Timeline CARY STREET PARTNERS ASSET MANAGEMENT L… group of 2 filers holding More: the full row for CARY STREET PARTNERS ASSET MANAGEMENT LLC 2,896 $209K new Timeline Optimist Retirement Group LLC More: the full row for Optimist Retirement Group LLC 2,893 $209K 0.1% +600 13F-HR Timeline STOCK YARDS BANK & TRUST CO More: the full row for STOCK YARDS BANK & TRUST CO 2,871 $207K 0.01% new 13F-HR Timeline SHERBROOKE PARK ADVISERS LLC More: the full row for SHERBROOKE PARK ADVISERS LLC 2,867 $207K 0.1% new 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 2,863 $207K 0.01% -21,776 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 2,965 $206K 0.01% +697 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 2,852 $206K <0.01% +147 13F-HR Timeline Group WASHBURN CAPITAL MANAGEMENT, INC. More: the full row for WASHBURN CAPITAL MANAGEMENT, INC. 2,820 $204K 0.13% 0 13F-HR/A Timeline Bluesphere Advisors LLC More: the full row for Bluesphere Advisors LLC 2,809 $203K 0.12% -1,482 13F-HR Timeline Reliant Investment Partners, LLC More: the full row for Reliant Investment Partners, LLC 2,775 $200K 0.2% -3,153 13F-HR Timeline Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 2,763 $199K 0.02% -573 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 2,654 $192K 0.01% -5,348 13F-HR Timeline Group Arax Advisory Partners More: the full row for Arax Advisory Partners 2,600 $188K 0.01% +2,032 13F-HR Timeline Arrowpoint Investment Partners (Singapo… in group Arrowpoint Investment Partner… More: the full row for Arrowpoint Investment Partners (Singapore) Pte. Ltd. 2,580 $186K 0.09% new 13F-HR Timeline Group Bank Julius Baer & Co. Ltd, Zurich More: the full row for Bank Julius Baer & Co. Ltd, Zurich 2,570 $186K <0.01% +245 13F-HR/A Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 2,542 $184K 0.01% -315 13F-HR/A Timeline Board of the Pension Protection Fund More: the full row for Board of the Pension Protection Fund 2,400 $173K 0.2% -1,200 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 2,397 $173K 0.01% +620 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 2,347 $169K 0.01% +1,252 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 2,334 $168K <0.01% +2,001 13F-HR Timeline Group HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 2,238 $162K <0.01% +1,267 13F-HR Timeline Bayforest Capital Ltd More: the full row for Bayforest Capital Ltd 2,237 $162K 0.07% +1,352 13F-HR/A Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 2,104 $152K <0.01% +897 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 2,098 $151K 0.07% +577 13F-HR Timeline PARADIGM ASSET MANAGEMENT CO LLC More: the full row for PARADIGM ASSET MANAGEMENT CO LLC 2,000 $144K 0.04% 0 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 1,908 $138K 0.01% +489 13F-HR Timeline Group LIBERTY ONE INVESTMENT MANAGEMENT, LLC More: the full row for LIBERTY ONE INVESTMENT MANAGEMENT, LLC 1,883 $136K 0.01% +192 13F-HR Timeline ATTICUS WEALTH MANAGEMENT, LLC More: the full row for ATTICUS WEALTH MANAGEMENT, LLC 1,849 $133K 0.04% +407 13F-HR Timeline Horizon Investments, LLC More: the full row for Horizon Investments, LLC 1,800 $130K <0.01% +13 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 1,746 $130K 0.01% +506 13F-HR Timeline CAROLINAS WEALTH CONSULTING LLC More: the full row for CAROLINAS WEALTH CONSULTING LLC 1,750 $126K 0.03% -251 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 1,736 $125K 0.01% +327 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 1,650 $119K <0.01% +1,450 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 1,641 $118K 0.01% -1,669 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 1,632 $118K 0.02% +118 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 1,628 $118K 0.05% -800 13F-HR Timeline Park Square Financial Group, LLC More: the full row for Park Square Financial Group, LLC 1,571 $113K 0.09% +951 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 1,549 $112K <0.01% +423 13F-HR Timeline Group Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 1,506 $109K 0.02% -666 13F-HR Timeline BNP PARIBAS in group BNP PARIBAS More: the full row for BNP PARIBAS 1,485 $107K <0.01% +1,085 13F-HR Timeline Group Blue Trust, Inc. More: the full row for Blue Trust, Inc. 1,483 $107K <0.01% +6 13F-HR Timeline Centiva Capital, LP More: the full row for Centiva Capital, LP 1,473 $106K 0.01% -9,339 13F-HR Timeline Generali Asset Management SPA SGR More: the full row for Generali Asset Management SPA SGR 1,464 $106K <0.01% +583 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 1,447 $104K 0.01% -12,601 13F-HR Timeline FIRST COMMUNITY TRUST NA More: the full row for FIRST COMMUNITY TRUST NA 1,446 $104K 0.09% 0 13F-HR Timeline TRIGLAV INVESTMENTS, D.O.O. More: the full row for TRIGLAV INVESTMENTS, D.O.O. 1,400 $101K 0.01% new 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 1,386 $100K 0.04% 0 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 1,372 $99.1K <0.01% -1,431 13F-HR Timeline IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVA… More: the full row for IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVATE Ltd 1,300 $96.5K 0.06% -15,100 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 1,307 $94.4K 0.02% +816 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 1,223 $88K 0.06% -162 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 1,169 $88K 0.02% +213 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 1,204 $86.9K <0.01% -5,677 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 1,198 $86.5K <0.01% -926 13F-HR Timeline STEPH & CO More: the full row for STEPH & CO 1,116 $80.6K 0.03% -144 13F-HR Timeline BOCHK Asset Management Ltd More: the full row for BOCHK Asset Management Ltd 1,100 $79.4K 0.04% -78,350 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 1,093 $78.9K 0.02% new 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 1,050 $75.8K <0.01% +667 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 1,022 $74K <0.01% new 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 1,010 $72.9K 0.01% 0 13F-HR Timeline Nalls Sherbakoff Group, LLC More: the full row for Nalls Sherbakoff Group, LLC 1,001 $72.3K 0.06% 13F-HR Timeline Lindbrook Capital, LLC More: the full row for Lindbrook Capital, LLC 968 $69.9K 0.01% -3,175 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 921 $66.5K <0.01% +773 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 883 $63.8K <0.01% -29 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 877 $63.3K 0.01% -187 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 862 $62.2K 0.06% -62 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 22,373 $61.7K 0.04% +21,430 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 853 $61.5K -413 Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 519 $59K <0.01% 0 13F-HR Timeline Cloud Capital Management, LLC More: the full row for Cloud Capital Management, LLC 820 $59K 0.04% 13F-HR Timeline LORING WOLCOTT & COOLIDGE FIDUCIARY ADV… More: the full row for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 750 $58.5K <0.01% +100 13F-HR Timeline RICHARDS, MERRILL & PETERSON, INC. More: the full row for RICHARDS, MERRILL & PETERSON, INC. 805 $58.1K 0.03% +725 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 768 $55.5K <0.01% +180 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 759 $54.8K 0.01% +11 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 758 $54.7K 0.01% +550 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 649 $54.4K <0.01% +118 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 725 $52.3K 0.01% -499 13F-HR Timeline North Capital, Inc. More: the full row for North Capital, Inc. 705 $50.9K 0.05% 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 670 $48.4K 0.02% +350 13F-HR Timeline SVB WEALTH LLC More: the full row for SVB WEALTH LLC 658 $47.5K <0.01% new 13F-HR Timeline FNY Investment Advisers, LLC More: the full row for FNY Investment Advisers, LLC 656 $47K 0.03% +356 13F-HR Timeline OPTIMUM INVESTMENT ADVISORS More: the full row for OPTIMUM INVESTMENT ADVISORS 640 $46.2K 0.02% -1,310 13F-HR Timeline Wayfinding Financial, LLC More: the full row for Wayfinding Financial, LLC 624 $45K 0.02% new 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 613 $44.3K 0.03% -12,218 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 589 $42.5K 0.02% +477 13F-HR Timeline AllSquare Wealth Management LLC More: the full row for AllSquare Wealth Management LLC 554 $40K 0.02% new 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 552 $39.8K <0.01% +6 13F-HR Timeline Group Crewe Advisors LLC More: the full row for Crewe Advisors LLC 527 $38K 0.01% 0 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 510 $36.8K <0.01% +139 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 507 $36.6K <0.01% +57 13F-HR Timeline TruNorth Capital Management, LLC More: the full row for TruNorth Capital Management, LLC 501 $36.2K 0.01% 0 13F-HR Timeline AlphaQuest LLC More: the full row for AlphaQuest LLC 501 $36.2K <0.01% -2,292 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 500 $36.1K 0.01% 0 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 469 $33.9K 0.01% +47 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 465 $33.6K 0.01% +12 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 452 $32.6K 0.01% -385 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 448 $32.3K 0.01% +317 13F-HR Timeline RiverPark Advisors, LLC in group RiverPark Advisors, LLC More: the full row for RiverPark Advisors, LLC 444 $32.1K 0.02% -253 13F-HR Timeline Group LRI Investments, LLC More: the full row for LRI Investments, LLC 424 $30.6K <0.01% -296 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 422 $30.5K <0.01% +412 13F-HR Timeline CITY HOLDING CO More: the full row for CITY HOLDING CO 400 $28.9K <0.01% 0 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 371 $26.8K <0.01% new 13F-HR Timeline Group GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 367 $26K <0.01% new 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 358 $25.8K <0.01% +10 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 335 $24.2K <0.01% new 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 335 $24.2K 0.01% -1,000 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 333 $24K <0.01% -273 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 330 $23.8K <0.01% -596 13F-HR Timeline Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 330 $23.8K 0.01% -200 13F-HR Timeline WASHINGTON TRUST Co More: the full row for WASHINGTON TRUST Co 320 $23.1K <0.01% -440 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 300 $21.7K <0.01% 0 13F-HR Timeline Group