Aspen Grove Capital, LLC More: the full row for Aspen Grove Capital, LLC 18,278 $357K 0.06% -48 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 18,234 $356K <0.01% -2,156 13F-HR Timeline Group Beacon Financial Advisory LLC More: the full row for Beacon Financial Advisory LLC 18,036 $352K 0.08% +19 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 17,878 $349K <0.01% -462 13F-HR Timeline Livforsakringsbolaget Skandia, Omsesidi… More: the full row for Livforsakringsbolaget Skandia, Omsesidigt 17,851 $348K 0.01% 0 13F-HR Timeline MIdWestOne Financial Group, Inc. More: the full row for MIdWestOne Financial Group, Inc. 17,719 $346K 0.04% -312 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 17,688 $345K <0.01% +1,170 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 17,675 $345K <0.01% -4,703 13F-HR Timeline Group Wellington Shields Capital Management, … group of 2 filers holding More: the full row for Wellington Shields Capital Management, LLC 17,414 $340K -3 Timeline Phoenix Financial Ltd. in group Phoenix Financial Ltd. More: the full row for Phoenix Financial Ltd. 17,323 $338K <0.01% -21,047 13F-HR/A Timeline Group WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 17,192 $336K 0.01% -443 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 17,164 $335K 0.02% +1,635 13F-HR Timeline CSM Advisors, LLC More: the full row for CSM Advisors, LLC 17,110 $334K 0.01% +2,600 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 17,023 $332K 0.01% +10,353 13F-HR Timeline Group Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 16,860 $329K <0.01% +512 13F-HR Timeline FOURPATH CAPITAL MANAGEMENT, LLC More: the full row for FOURPATH CAPITAL MANAGEMENT, LLC 16,786 $328K 0.05% -241 13F-HR Timeline FEDERATED HERMES, INC. in group FEDERATED HERMES, INC. More: the full row for FEDERATED HERMES, INC. 16,751 $327K <0.01% -13,311 13F-HR Timeline Group BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 16,745 $327K <0.01% -2,068 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 16,579 $324K <0.01% -3,475 13F-HR Timeline Holistic Financial Partners More: the full row for Holistic Financial Partners 16,552 $323K 0.13% -1,657 13F-HR Timeline WESBANCO BANK INC More: the full row for WESBANCO BANK INC 16,354 $319K 0.01% -1,226 13F-HR Timeline Apexium Financial, LP More: the full row for Apexium Financial, LP 16,137 $315K 0.02% +2,355 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 15,819 $309K 0.01% -7,503 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 15,796 $308K <0.01% +1,467 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 15,765 $308K 0.03% +2,940 13F-HR Timeline BURKETT FINANCIAL SERVICES, LLC More: the full row for BURKETT FINANCIAL SERVICES, LLC 15,708 $307K 0.11% +2,057 13F-HR Timeline Howard Capital Management, LLC More: the full row for Howard Capital Management, LLC 15,559 $304K <0.01% +474 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 15,522 $303K <0.01% +2,374 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 15,505 $303K 0.01% +776 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 15,355 $300K 0.01% +5,155 13F-HR Timeline CI INVESTMENTS INC. in group CI INVESTMENTS INC. More: the full row for CI INVESTMENTS INC. 15,060 $294K <0.01% +1,825 13F-HR Timeline Group PINKERTON WEALTH, LLC More: the full row for PINKERTON WEALTH, LLC 15,024 $293K 0.03% new 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 14,964 $292K 0.02% +317 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 14,955 $292K 0.01% +2,113 13F-HR Timeline FARMERS & MERCHANTS TRUST Co OF LONG BE… More: the full row for FARMERS & MERCHANTS TRUST Co OF LONG BEACH 14,951 $292K 0.06% -704 13F-HR Timeline Keystone Financial Group More: the full row for Keystone Financial Group 13,443 $291K 0.02% new 13F-HR/A Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 14,747 $288K 0.01% +202 13F-HR Timeline Optas, LLC More: the full row for Optas, LLC 14,685 $287K 0.05% +844 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 14,613 $285K 0.01% +2,529 13F-HR Timeline Busey Bank More: the full row for Busey Bank 14,584 $285K 0.01% +397 13F-HR Timeline Ascentis Wealth Management, LLC group of 2 filers holding More: the full row for Ascentis Wealth Management, LLC 14,487 $283K -9,757 Timeline AIA Group Ltd in group AIA Group Ltd More: the full row for AIA Group Ltd 14,467 $283K <0.01% new 13F-HR Timeline Group Marex Group Ltd in group Marex Group Ltd More: the full row for Marex Group Ltd 14,316 $280K <0.01% -6,207 13F-HR Timeline Group BBR PARTNERS, LLC More: the full row for BBR PARTNERS, LLC 14,290 $279K 0.02% 0 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 14,151 $276K 0.01% +3,455 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 14,077 $275K <0.01% +6,990 13F-HR Timeline Wealth Management Associates, Inc. More: the full row for Wealth Management Associates, Inc. 13,892 $271K 0.1% +1,137 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 13,814 $270K 0.03% -399 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 13,785 $269K 0.01% -3 13F-HR Timeline Gifford Fong Associates More: the full row for Gifford Fong Associates 13,760 $269K 0.06% 0 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 13,724 $268K 0.02% new 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 24,245 $265K 0.02% 0 13F-HR Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 13,579 $265K <0.01% +1,253 13F-HR Timeline Group DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 13,543 $264K 0.01% -10,127 13F-HR Timeline JB Capital LLC More: the full row for JB Capital LLC 13,511 $264K 0.01% +547 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 13,480 $263K 0.01% -7,892 13F-HR Timeline Group BAXTER BROS INC More: the full row for BAXTER BROS INC 13,390 $262K 0.03% -11,890 13F-HR Timeline ALBERT D MASON INC More: the full row for ALBERT D MASON INC 13,291 $260K 0.17% 0 13F-HR Timeline INVESTORS ASSET MANAGEMENT OF GEORGIA I… More: the full row for INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV 13,213 $258K 0.11% -491 13F-HR Timeline Keystone Financial Services More: the full row for Keystone Financial Services 13,193 $258K 0.08% -478 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 13,129 $256K 0.01% -2,249 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 13,065 $255K 0.02% new 13F-HR Timeline Bristlecone Advisors, LLC More: the full row for Bristlecone Advisors, LLC 13,000 $254K 0.02% 0 13F-HR Timeline LAZARD ASSET MANAGEMENT LLC in group LAZARD ASSET MANAGEMENT LLC More: the full row for LAZARD ASSET MANAGEMENT LLC 12,956 $253K <0.01% +5,956 13F-HR Timeline Group ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 12,732 $249K 0.01% -233 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 12,722 $248K <0.01% +939 13F-HR Timeline New Capital Management LP More: the full row for New Capital Management LP 12,700 $248K 0.06% 0 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 12,623 $247K 0.01% -1,869 13F-HR Timeline SCS Capital Management LLC More: the full row for SCS Capital Management LLC 12,514 $244K <0.01% -7,750 13F-HR Timeline VAUGHAN DAVID INVESTMENTS LLC/IL More: the full row for VAUGHAN DAVID INVESTMENTS LLC/IL 12,329 $241K 0.01% -1,088 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 12,295 $240K <0.01% -1,974 13F-HR Timeline NorthCrest Asset Manangement, LLC More: the full row for NorthCrest Asset Manangement, LLC 12,803 $238K 0.01% -145 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. 12,152 $238K <0.01% new 13F-HR Timeline Group Laird Norton Wetherby Wealth Management… More: the full row for Laird Norton Wetherby Wealth Management, LLC 12,108 $236K 0.01% +1,922 13F-HR Timeline HANCOCK WHITNEY CORP More: the full row for HANCOCK WHITNEY CORP 12,008 $235K <0.01% -250 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 11,901 $232K 0.01% -691 13F-HR Timeline SYSTEMATIC FINANCIAL MANAGEMENT LP More: the full row for SYSTEMATIC FINANCIAL MANAGEMENT LP 11,855 $232K 0.01% -8,885 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 11,850 $231K 0.01% -181,768 13F-HR/A Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 11,713 $229K 0.01% new 13F-HR Timeline Papamarkou Wellner Asset Management inc. More: the full row for Papamarkou Wellner Asset Management inc. 11,600 $227K 0.14% 0 13F-HR Timeline Claro Advisors Inc. More: the full row for Claro Advisors Inc. 11,591 $226K 0.03% +484 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 11,492 $224K 0.01% -42 13F-HR Timeline Fortis Advisors, LLC More: the full row for Fortis Advisors, LLC 11,400 $223K 0.13% -2,800 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 11,341 $221K 0.01% new 13F-HR Timeline Perennial Advisors, LLC More: the full row for Perennial Advisors, LLC 11,209 $219K 0.04% 0 13F-HR Timeline Armstrong, Fleming & Moore, Inc More: the full row for Armstrong, Fleming & Moore, Inc 11,168 $218K 0.1% -4,690 13F-HR Timeline KEMPNER CAPITAL MANAGEMENT INC. More: the full row for KEMPNER CAPITAL MANAGEMENT INC. 11,175 $218K 0.18% 0 13F-HR Timeline Beaton Management Co. Inc. More: the full row for Beaton Management Co. Inc. 11,140 $218K 0.1% new 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 11,148 $218K <0.01% +2,660 13F-HR Timeline Group Fielder Capital Group LLC More: the full row for Fielder Capital Group LLC 11,143 $218K 0.05% +119 13F-HR Timeline Tranquilli Financial Advisor LLC More: the full row for Tranquilli Financial Advisor LLC 11,103 $217K 0.13% -1,045 13F-HR Timeline CONNING INC. in group CONNING INC. More: the full row for CONNING INC. 11,040 $216K 0.01% new 13F-HR Timeline Group Sterneck Capital Management, LLC More: the full row for Sterneck Capital Management, LLC 11,037 $216K 0.1% 0 13F-HR Timeline L2 Asset Management, LLC More: the full row for L2 Asset Management, LLC 11,026 $215K 0.03% +936 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 10,951 $214K 0.01% new 13F-HR Timeline CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 10,941 $214K 0.03% +641 13F-HR Timeline Krilogy Financial LLC More: the full row for Krilogy Financial LLC 9,385 $214K 0.01% new 13F-HR Timeline FSB PREMIER WEALTH MANAGEMENT, INC. More: the full row for FSB PREMIER WEALTH MANAGEMENT, INC. 10,925 $213K 0.07% -11 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 10,823 $211K <0.01% +849 13F-HR Timeline ADAPT WEALTH ADVISORS, LLC More: the full row for ADAPT WEALTH ADVISORS, LLC 10,777 $210K 0.08% new 13F-HR Timeline Alta Advisers Ltd in group Alta Advisers Ltd More: the full row for Alta Advisers Ltd 10,743 $210K 0.06% new 13F-HR Timeline Group Brooklyn Investment Group More: the full row for Brooklyn Investment Group 18,553 $210K 0.03% -62 13F-HR/A Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 10,734 $210K 0.02% -31,996 13F-HR Timeline CALTON & ASSOCIATES, INC. More: the full row for CALTON & ASSOCIATES, INC. 10,679 $209K 0.03% -95 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 9,870 $207K 0.01% new 13F-HR Timeline LOS ANGELES CAPITAL MANAGEMENT LLC More: the full row for LOS ANGELES CAPITAL MANAGEMENT LLC 10,522 $205K <0.01% -127 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 10,485 $205K 0.09% +91 13F-HR Timeline Safeguard Investment Advisory Group, LLC More: the full row for Safeguard Investment Advisory Group, LLC 10,464 $204K 0.05% -737 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 10,408 $203K 0.01% +8,745 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 10,382 $203K <0.01% -865 13F-HR Timeline Alpha Family Trust in group Alpha Family Trust More: the full row for Alpha Family Trust 10,160 $198K 0.09% 0 13F-HR Timeline Group SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 10,155 $198K 0.01% new 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 10,135 $198K 0.01% -159 13F-HR Timeline Argyle Capital Management, LLC More: the full row for Argyle Capital Management, LLC 10,070 $197K 0.07% 0 13F-HR Timeline PITCAIRN CO in group PITCAIRN CO More: the full row for PITCAIRN CO 10,032 $196K 0.02% new 13F-HR Timeline Group CAHABA WEALTH MANAGEMENT, INC. More: the full row for CAHABA WEALTH MANAGEMENT, INC. 10,002 $195K 0.01% new 13F-HR Timeline MIRABELLA FINANCIAL SERVICES LLP More: the full row for MIRABELLA FINANCIAL SERVICES LLP 10,000 $195K 0.02% new 13F-HR/A Timeline Greenland Capital Management LP More: the full row for Greenland Capital Management LP 10,000 $195K 0.03% new 13F-HR Timeline Flywheel Private Wealth LLC More: the full row for Flywheel Private Wealth LLC 10,000 $195K 0.15% 0 13F-HR Timeline Generali Investments Towarzystwo Fundus… in group Generali Powszechne Towarzyst… More: the full row for Generali Investments Towarzystwo Funduszy Inwestycyjnych 10,000 $195K 0.1% -9,000 13F-HR Timeline Group Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 10,009 $193K 0.01% -2,154 13F-HR Timeline Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 9,843 $192K 0.03% 0 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 9,712 $190K <0.01% +950 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 9,610 $188K <0.01% -4,094 13F-HR Timeline Defined Financial Planning LLC More: the full row for Defined Financial Planning LLC 10,082 $180K 0.15% new 13F-HR Timeline Baader Bank Aktiengesellschaft More: the full row for Baader Bank Aktiengesellschaft 14,826 $179K 0.01% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 8,922 $174K 0.01% +758 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 8,715 $170K 0.01% -739 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 8,703 $170K <0.01% -596 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 8,572 $167K 0.01% -28,341 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 8,488 $166K 0.02% +266 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 8,377 $164K <0.01% -75 13F-HR Timeline OPTIMUM INVESTMENT ADVISORS More: the full row for OPTIMUM INVESTMENT ADVISORS 8,113 $158K 0.06% 0 13F-HR Timeline PLATINUM INVESTMENT MANAGEMENT LTD More: the full row for PLATINUM INVESTMENT MANAGEMENT LTD 7,793 $152K 0.01% -5,392 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 7,857 $149K <0.01% -115 13F-HR Timeline William B. Walkup & Associates, Inc. More: the full row for William B. Walkup & Associates, Inc. 7,615 $149K 0.08% -112 13F-HR Timeline Abich Financial Wealth Management LLC More: the full row for Abich Financial Wealth Management LLC 7,432 $145K 0.05% 13F-HR Timeline GABLES CAPITAL MANAGEMENT INC. More: the full row for GABLES CAPITAL MANAGEMENT INC. 7,024 $137K 0.06% +239 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 6,891 $135K 0.01% -2,354 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 6,268 $122K 0.02% -3,196 13F-HR Timeline CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 5,971 $117K 0.08% +225 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 6,590 $116K 0.01% -1,255 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 5,961 $116K <0.01% +544 13F-HR Timeline Group OSTRUM ASSET MANAGEMENT More: the full row for OSTRUM ASSET MANAGEMENT 5,880 $115K 0.01% -181 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 5,659 $111K 0.01% -1,808 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 5,627 $110K 0.02% +4,014 13F-HR Timeline TCTC Holdings, LLC in group TCTC Holdings, LLC More: the full row for TCTC Holdings, LLC 5,563 $109K <0.01% -216 13F-HR Timeline Group Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 5,389 $105K 0.01% -6,462 13F-HR Timeline Curat Global, LLC More: the full row for Curat Global, LLC 5,276 $103K 0.1% -43 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 3,407 $103K 0.01% -1,844 13F-HR Timeline Group SENTRY INVESTMENT MANAGEMENT LLC More: the full row for SENTRY INVESTMENT MANAGEMENT LLC 5,434 $97K 0.06% -1,933 13F-HR Timeline NEW ENGLAND ASSET MANAGEMENT INC More: the full row for NEW ENGLAND ASSET MANAGEMENT INC 4,935 $96.4K 0.01% new 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 4,908 $95.9K 0.01% -5 13F-HR Timeline Group Chung Wu Investment Group, LLC More: the full row for Chung Wu Investment Group, LLC 4,800 $93.7K 0.08% new 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 4,671 $91.2K 0.01% +2,472 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 4,528 $88.4K 0.01% 0 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 4,446 $86.8K 0.05% +1,622 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 4,432 $86.6K 0.03% +3,605 13F-HR Timeline Bank & Trust Co More: the full row for Bank & Trust Co 4,378 $85.5K 0.06% -14 13F-HR Timeline Quarry LP More: the full row for Quarry LP 4,290 $83.8K 0.02% +954 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 4,273 $83.5K <0.01% -1,541 13F-HR Timeline WESTPAC BANKING CORP in group WESTPAC BANKING CORP More: the full row for WESTPAC BANKING CORP 4,259 $83.2K 0.01% 0 13F-HR/A Timeline Group Larson Financial Group LLC More: the full row for Larson Financial Group LLC 4,255 $83.1K <0.01% +895 13F-HR Timeline Pacific Center for Financial Services More: the full row for Pacific Center for Financial Services 4,056 $79.2K 0.02% -302 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 4,039 $78.9K 0.01% +706 13F-HR Timeline PFS Partners, LLC More: the full row for PFS Partners, LLC 4,004 $78.2K 0.04% 0 13F-HR Timeline INFRASTRUCTURE CAPITAL ADVISORS, LLC More: the full row for INFRASTRUCTURE CAPITAL ADVISORS, LLC 4,000 $78.1K 0.01% new 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 3,981 $77.7K 0.01% -2,919 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 3,941 $77K <0.01% -618 13F-HR Timeline Community Bank, N.A. More: the full row for Community Bank, N.A. 3,796 $74.1K 0.01% new 13F-HR Timeline ST GERMAIN D J CO INC in group ST GERMAIN D J CO INC More: the full row for ST GERMAIN D J CO INC 3,777 $73.8K <0.01% -224 13F-HR Timeline Group Compagnie Lombard Odier SCmA More: the full row for Compagnie Lombard Odier SCmA 3,700 $72.3K <0.01% 0 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 3,679 $71.9K <0.01% -43,576 13F-HR Timeline Group Trifecta Capital Advisors, LLC More: the full row for Trifecta Capital Advisors, LLC 3,675 $71.8K 0.01% +727 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 3,499 $68.3K <0.01% +10 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 3,482 $68K 0.01% -233 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 3,339 $65.2K 0.06% -1,710 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 3,321 $64.9K <0.01% -2,204 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 3,327 $63.2K <0.01% -8,196 13F-HR Timeline New England Capital Financial Advisors … More: the full row for New England Capital Financial Advisors LLC 3,156 $61.6K 0.03% 0 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 3,047 $59.5K <0.01% +749 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 3,032 $59.2K 0.01% -1,282 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 3,001 $58.6K <0.01% new 13F-HR Timeline Future Financial Wealth Managment LLC More: the full row for Future Financial Wealth Managment LLC 3,000 $58.6K 0.04% -2,000 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 2,982 $58.2K 0.02% -49 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 2,941 $57.4K 0.01% +222 13F-HR Timeline Nalls Sherbakoff Group, LLC More: the full row for Nalls Sherbakoff Group, LLC 2,937 $57.4K 0.04% 0 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 2,907 $56.8K 0.01% new 13F-HR Timeline City State Bank More: the full row for City State Bank 2,701 $52.8K 0.02% -60 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 2,671 $52.2K <0.01% +2,455 13F-HR Timeline Graney & King, LLC More: the full row for Graney & King, LLC 2,647 $51.7K 0.04% 0 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 2,570 $50.2K <0.01% +31 13F-HR Timeline VESTOR CAPITAL, LLC More: the full row for VESTOR CAPITAL, LLC 2,571 $50K <0.01% new 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 2,530 $49.4K 0.02% +687 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 2,465 $48.1K 0.01% +1,341 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 2,450 $47.8K <0.01% new 13F-HR Timeline Moisand Fitzgerald Tamayo, LLC More: the full row for Moisand Fitzgerald Tamayo, LLC 2,445 $47.8K 0.01% 0 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 2,443 $47.7K 0.01% 0 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 2,443 $47.7K 0.01% +350 13F-HR Timeline STANCE CAPITAL LLC More: the full row for STANCE CAPITAL LLC 2,388 $46.6K 0.02% new 13F-HR Timeline