Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 31,530 $2M 0.02% +671 13F-HR Timeline Group Segment Wealth Management, LLC More: the full row for Segment Wealth Management, LLC 31,376 $1.99M 0.12% -1,605 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 31,227 $1.98M 0.07% -10,023 13F-HR Timeline HERBST GROUP, LLC More: the full row for HERBST GROUP, LLC 31,050 $1.97M 1.22% -5,600 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 30,562 $1.94M 0.06% -1,496 13F-HR Timeline BASSO CAPITAL MANAGEMENT, L.P. More: the full row for BASSO CAPITAL MANAGEMENT, L.P. 30,450 $1.93M 1.29% -5,050 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 30,416 $1.93M 0.04% +5,069 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 30,352 $1.92M 0.03% +6,430 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 29,791 $1.89M 0.04% -4,349 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 29,578 $1.87M 0.16% +6,316 13F-HR Timeline Group Sigma Planning Corp More: the full row for Sigma Planning Corp 29,454 $1.87M 0.05% -3,266 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 29,257 $1.85M 0.03% -295 13F-HR Timeline Uncommon Cents Investing LLC More: the full row for Uncommon Cents Investing LLC 29,090 $1.84M 0.46% +30 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 28,802 $1.82M 0.03% -27 13F-HR Timeline Drucker Wealth 3.0, LLC More: the full row for Drucker Wealth 3.0, LLC 28,797 $1.82M 0.32% +13,917 13F-HR Timeline Pinion Investment Advisors, LLC More: the full row for Pinion Investment Advisors, LLC 31,673 $1.82M 0.5% +807 13F-HR Timeline SHARPEPOINT LLC More: the full row for SHARPEPOINT LLC 28,588 $1.81M 1.63% +378 13F-HR Timeline Empirical Finance, LLC More: the full row for Empirical Finance, LLC 28,405 $1.8M 0.09% +445 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 28,343 $1.8M 0.04% -838 13F-HR Timeline ORSER CAPITAL MANAGEMENT, LLC More: the full row for ORSER CAPITAL MANAGEMENT, LLC 28,190 $1.79M 0.94% new 13F-HR Timeline TRUST CO OF OKLAHOMA More: the full row for TRUST CO OF OKLAHOMA 27,978 $1.77M 0.52% +605 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 27,872 $1.77M 0.09% +242 13F-HR Timeline Argyle Capital Partners, LLC More: the full row for Argyle Capital Partners, LLC 27,735 $1.76M 1.26% +1,425 13F-HR Timeline Moloney Securities Asset Management, LLC More: the full row for Moloney Securities Asset Management, LLC 27,723 $1.76M 0.21% -2,714 13F-HR Timeline TRANSATLANTIQUE PRIVATE WEALTH LLC More: the full row for TRANSATLANTIQUE PRIVATE WEALTH LLC 27,498 $1.74M 0.57% +1,906 13F-HR Timeline YANKCOM Partnership More: the full row for YANKCOM Partnership 27,472 $1.74M 0.78% +798 13F-HR Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 30,050 $1.73M 0.1% +17,326 13F-HR Timeline Greenland Capital Management LP More: the full row for Greenland Capital Management LP 27,590 $1.73M 0.25% 0 13F-HR Timeline OneAscent Financial Services LLC group of 4 filers holding More: the full row for OneAscent Financial Services LLC 27,094 $1.72M -6,845 Timeline MONETARY MANAGEMENT GROUP INC More: the full row for MONETARY MANAGEMENT GROUP INC 27,050 $1.71M 0.39% 0 13F-HR Timeline GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 27,038 $1.71M 0.06% +11,449 13F-HR Timeline WCG Wealth Advisors LLC More: the full row for WCG Wealth Advisors LLC 26,949 $1.71M 0.11% +3,678 13F-HR Timeline Point Windward Advisors Inc. More: the full row for Point Windward Advisors Inc. 26,823 $1.7M 0.79% -740 13F-HR Timeline Lombard Odier Asset Management (Switzer… More: the full row for Lombard Odier Asset Management (Switzerland) SA 26,533 $1.68M 0.08% -117 13F-HR Timeline NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 26,517 $1.68M 0.17% +672 13F-HR Timeline Parallax Volatility Advisers, L.P. More: the full row for Parallax Volatility Advisers, L.P. 26,465 $1.68M 0.05% -10,171 13F-HR Timeline Curi Capital, LLC More: the full row for Curi Capital, LLC 26,419 $1.67M 0.03% +1,833 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 26,374 $1.67M 0.04% +3,529 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 26,351 $1.67M 0.02% -2,173 13F-HR Timeline Group CHOREO, LLC More: the full row for CHOREO, LLC 26,255 $1.66M 0.02% +317 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 26,245 $1.66M 0.11% +135 13F-HR Timeline Cannell & Spears LLC More: the full row for Cannell & Spears LLC 26,125 $1.66M 0.03% -40 13F-HR Timeline KCM INVESTMENT ADVISORS LLC More: the full row for KCM INVESTMENT ADVISORS LLC 26,092 $1.65M 0.05% -325 13F-HR Timeline Phillips Wealth Planners LLC More: the full row for Phillips Wealth Planners LLC 25,655 $1.63M 1.35% -1,674 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 25,690 $1.63M 0.01% +6,119 13F-HR/A Timeline Group Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 25,427 $1.63M 0.1% +9,490 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 25,589 $1.62M 0.21% +1,565 13F-HR Timeline Mount Lucas Management LP More: the full row for Mount Lucas Management LP 25,587 $1.62M 0.73% +900 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 25,537 $1.62M 0.17% -644 13F-HR Timeline STABLEFORD CAPITAL II LLC More: the full row for STABLEFORD CAPITAL II LLC 25,456 $1.61M 0.58% +254 13F-HR Timeline Qtron Investments LLC More: the full row for Qtron Investments LLC 25,381 $1.61M 0.2% +4,087 13F-HR Timeline Patten Group, Inc. More: the full row for Patten Group, Inc. 25,136 $1.59M 0.31% -121 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 24,804 $1.59M 0.06% +1,455 13F-HR Timeline RBF Capital, LLC More: the full row for RBF Capital, LLC 25,000 $1.58M 0.07% 0 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 24,896 $1.58M 0.1% -12 13F-HR Timeline PRUDENTIAL PLC in group PRUDENTIAL PLC More: the full row for PRUDENTIAL PLC 24,878 $1.58M 0.01% -95,109 13F-HR Timeline Group Cherokee Insurance Co More: the full row for Cherokee Insurance Co 24,729 $1.57M 0.67% 0 13F-HR Timeline New Hampshire Trust More: the full row for New Hampshire Trust 24,629 $1.56M 0.3% +2,121 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 24,453 $1.56M 0.01% -1,828 13F-HR Timeline NORTHEAST INVESTMENT MANAGEMENT More: the full row for NORTHEAST INVESTMENT MANAGEMENT 24,557 $1.56M 0.06% 0 13F-HR Timeline TrueWealth Advisors, LLC More: the full row for TrueWealth Advisors, LLC 24,531 $1.55M 0.42% -292 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 24,298 $1.54M 0.03% -2,204 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 24,051 $1.52M 0.02% +1,701 13F-HR Timeline Group Buckley Wealth Management, LLC More: the full row for Buckley Wealth Management, LLC 23,975 $1.52M 0.42% -165 13F-HR Timeline MARINO, STRAM & ASSOCIATES LLC More: the full row for MARINO, STRAM & ASSOCIATES LLC 23,755 $1.5M 0.27% +569 13F-HR Timeline LMR Partners LLP in group LMR Partners LLP More: the full row for LMR Partners LLP 23,714 $1.5M 0.02% +18,106 13F-HR Timeline Group HRT FINANCIAL LP More: the full row for HRT FINANCIAL LP 23,636 $1.5M 0.01% -762,964 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 23,489 $1.49M 0.04% +1,560 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 23,474 $1.49M 0.01% -5,437 13F-HR Timeline MUFG Securities EMEA plc More: the full row for MUFG Securities EMEA plc 23,374 $1.48M 0.04% -121,234 13F-HR Timeline V-Square Quantitative Management LLC More: the full row for V-Square Quantitative Management LLC 23,208 $1.47M 0.25% +1,641 13F-HR Timeline Fulton Bank, N.A. More: the full row for Fulton Bank, N.A. 23,111 $1.46M 0.05% +1,415 13F-HR Timeline GREENLEAF TRUST More: the full row for GREENLEAF TRUST 22,986 $1.46M 0.01% -2,253 13F-HR Timeline FERGUSON WELLMAN CAPITAL MANAGEMENT, INC More: the full row for FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 22,971 $1.46M 0.02% +272 13F-HR Timeline BAKER TILLY WEALTH MANAGEMENT, LLC More: the full row for BAKER TILLY WEALTH MANAGEMENT, LLC 22,622 $1.43M 0.32% +725 13F-HR Timeline Harbour Trust & Investment Management Co More: the full row for Harbour Trust & Investment Management Co 22,519 $1.43M 0.15% -797 13F-HR Timeline Aspen Investment Management Inc More: the full row for Aspen Investment Management Inc 22,354 $1.42M 0.55% +380 13F-HR Timeline Siemens Fonds Invest GmbH More: the full row for Siemens Fonds Invest GmbH 22,174 $1.4M 0.08% -143 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 22,101 $1.4M 0.05% -337 13F-HR Timeline Group Magnus Financial Group LLC More: the full row for Magnus Financial Group LLC 22,086 $1.4M 0.11% +129 13F-HR Timeline MTM Investment Management, LLC More: the full row for MTM Investment Management, LLC 22,056 $1.4M 0.44% -700 13F-HR Timeline Portside Wealth Group, LLC More: the full row for Portside Wealth Group, LLC 22,042 $1.4M 0.19% +2,303 13F-HR Timeline SummitTX Capital, L.P. More: the full row for SummitTX Capital, L.P. 22,016 $1.39M 0.06% -20,046 13F-HR Timeline Arete Wealth Advisors, LLC More: the full row for Arete Wealth Advisors, LLC 22,038 $1.39M 0.09% +374 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 21,959 $1.39M 0.01% -3,404 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 21,791 $1.38M 0.01% -2,376 13F-HR Timeline Group Laird Norton Wetherby Wealth Management… More: the full row for Laird Norton Wetherby Wealth Management, LLC 21,748 $1.38M 0.06% +108 13F-HR Timeline Holt Capital Advisors, L.L.C. dba Holt … More: the full row for Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 21,667 $1.37M 0.22% +150 13F-HR Timeline Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 21,615 $1.37M 0.09% -403 13F-HR Timeline RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 21,592 $1.37M 0.03% +221 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 21,496 $1.36M 0.04% -11,938 13F-HR Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 21,082 $1.34M 0.02% +1,375 13F-HR Timeline Tema ETFs LLC More: the full row for Tema ETFs LLC 20,914 $1.32M 0.11% new 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 20,899 $1.32M 0.01% +565 13F-HR Timeline Group WEST PACES ADVISORS INC. More: the full row for WEST PACES ADVISORS INC. 20,796 $1.32M 0.26% +477 13F-HR Timeline Fairvoy Private Wealth, LLC More: the full row for Fairvoy Private Wealth, LLC 20,688 $1.31M 0.3% -332 13F-HR Timeline First County Bank /CT/ More: the full row for First County Bank /CT/ 20,673 $1.31M 0.67% -1,065 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 20,654 $1.31M 0.09% +19,967 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 20,588 $1.3M 0.01% -3,688 13F-HR Timeline Group Diligent Investors, LLC More: the full row for Diligent Investors, LLC 20,548 $1.3M 0.33% +613 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 20,518 $1.3M 0.13% +3,178 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 20,399 $1.29M 0.03% -7,685 13F-HR/A Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 20,370 $1.29M 0.09% -1,039 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 20,250 $1.27M 0.17% -379 13F-HR/A Timeline StrongBox Wealth, LLC More: the full row for StrongBox Wealth, LLC 19,757 $1.25M 0.42% +885 13F-HR Timeline Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 19,699 $1.25M 0.03% +467 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 19,653 $1.25M 0.03% +4,284 13F-HR Timeline O'Keefe Stevens Advisory, Inc. More: the full row for O'Keefe Stevens Advisory, Inc. 19,520 $1.24M 0.33% +310 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 19,462 $1.23M 0.06% -1,520 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 19,337 $1.23M 0.03% -65 13F-HR Timeline DEARBORN PARTNERS LLC More: the full row for DEARBORN PARTNERS LLC 19,313 $1.22M 0.06% +1,709 13F-HR Timeline Penbrook Management LLC More: the full row for Penbrook Management LLC 19,280 $1.22M 0.85% -450 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 19,256 $1.22M 0.06% +649 13F-HR Timeline STEEL GROVE CAPITAL ADVISORS, LLC More: the full row for STEEL GROVE CAPITAL ADVISORS, LLC 19,278 $1.21M 0.14% 0 13F-HR Timeline Dakota Wealth Management More: the full row for Dakota Wealth Management 19,002 $1.2M 0.02% -60,169 13F-HR/A Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 18,813 $1.19M 0.15% +78 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 18,741 $1.19M 0.04% -8,900 13F-HR Timeline Essex Financial Services, Inc. group of 2 filers holding More: the full row for Essex Financial Services, Inc. 18,678 $1.18M +1,272 Timeline Nilsine Partners, LLC More: the full row for Nilsine Partners, LLC 18,616 $1.18M 0.11% +1,488 13F-HR Timeline Shepherd Financial Partners LLC More: the full row for Shepherd Financial Partners LLC 18,608 $1.18M 0.11% +318 13F-HR Timeline Hedges Asset Management LLC More: the full row for Hedges Asset Management LLC 18,400 $1.17M 0.89% 0 13F-HR Timeline DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 18,399 $1.17M 0.02% -28,150 13F-HR Timeline GM Advisory Group, LLC More: the full row for GM Advisory Group, LLC 18,323 $1.16M 0.05% +267 13F-HR Timeline Veracity Capital LLC More: the full row for Veracity Capital LLC 18,305 $1.16M 0.37% -427 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 18,262 $1.16M 0.03% -303 13F-HR Timeline Kennebec Savings Bank More: the full row for Kennebec Savings Bank 18,118 $1.15M 1.05% +75 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 17,940 $1.14M 0.04% -67 13F-HR Timeline Group United Asset Strategies, Inc. More: the full row for United Asset Strategies, Inc. 17,933 $1.14M 0.09% -51,891 13F-HR Timeline Bank & Trust Co More: the full row for Bank & Trust Co 17,807 $1.13M 0.83% 0 13F-HR Timeline Waterloo Capital, L.P. More: the full row for Waterloo Capital, L.P. 17,790 $1.13M 0.08% -7,712 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 17,780 $1.13M 0.04% +9 13F-HR Timeline Hartford Funds Management Co LLC More: the full row for Hartford Funds Management Co LLC 17,774 $1.13M 0.1% +7,033 13F-HR Timeline Seelaus Asset Management LLC More: the full row for Seelaus Asset Management LLC 17,710 $1.12M 0.89% +6,920 13F-HR/A Timeline D.B. Root & Company, LLC More: the full row for D.B. Root & Company, LLC 17,675 $1.12M 0.28% +216 13F-HR Timeline Lee Financial Co More: the full row for Lee Financial Co 17,586 $1.11M 0.14% +8,910 13F-HR Timeline DYMON ASIA CAPITAL (SINGAPORE) PTE. LTD. in group DYMON ASIA CAPITAL (SINGAPORE… More: the full row for DYMON ASIA CAPITAL (SINGAPORE) PTE. LTD. 17,542 $1.11M 0.45% new 13F-HR Timeline Group Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 17,465 $1.11M 0.02% +16,958 13F-HR Timeline Group SHELL ASSET MANAGEMENT CO More: the full row for SHELL ASSET MANAGEMENT CO 17,370 $1.1M 0.11% -3,773 13F-HR Timeline Pointe Capital Management LLC More: the full row for Pointe Capital Management LLC 17,341 $1.1M 0.54% 0 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 17,264 $1.09M 0.06% -299 13F-HR Timeline Numerai GP LLC More: the full row for Numerai GP LLC 17,084 $1.08M 0.15% new 13F-HR Timeline Pullen Investment Management, LLC More: the full row for Pullen Investment Management, LLC 17,062 $1.08M 0.59% +24 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 17,057 $1.08M 0.04% -311 13F-HR Timeline EVERETT HARRIS & CO /CA/ More: the full row for EVERETT HARRIS & CO /CA/ 17,045 $1.08M 0.01% 0 13F-HR Timeline MITCHELL & PAHL PRIVATE WEALTH, LLC More: the full row for MITCHELL & PAHL PRIVATE WEALTH, LLC 16,842 $1.07M 0.45% -262 13F-HR Timeline Illinois Municipal Retirement Fund More: the full row for Illinois Municipal Retirement Fund 16,706 $1.06M 0.01% -26,149 13F-HR Timeline Cornerstone Advisors, LLC More: the full row for Cornerstone Advisors, LLC 16,600 $1.05M 0.03% -2,100 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 16,594 $1.05M 0.02% -773 13F-HR Timeline AMG National Trust Bank More: the full row for AMG National Trust Bank 16,589 $1.05M 0.03% -680 13F-HR Timeline 180 WEALTH ADVISORS, LLC More: the full row for 180 WEALTH ADVISORS, LLC 16,585 $1.05M 0.13% +571 13F-HR Timeline AXQ CAPITAL, LP More: the full row for AXQ CAPITAL, LP 16,577 $1.05M 0.4% new 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 16,564 $1.05M 0.04% -68 13F-HR Timeline RNC CAPITAL MANAGEMENT LLC More: the full row for RNC CAPITAL MANAGEMENT LLC 16,460 $1.04M 0.05% -70 13F-HR Timeline Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 16,360 $1.04M -1,098 Timeline EASTERLY INVESTMENT PARTNERS LLC More: the full row for EASTERLY INVESTMENT PARTNERS LLC 16,327 $1.03M 0.07% +3 13F-HR Timeline CNB Bank More: the full row for CNB Bank 16,187 $1.03M 0.43% -1,480 13F-HR Timeline Fulcrum Asset Management LLP More: the full row for Fulcrum Asset Management LLP 16,172 $1.02M 0.28% 0 13F-HR/A Timeline Comprehensive Money Management Services… More: the full row for Comprehensive Money Management Services LLC 16,130 $1.02M 0.72% -1,189 13F-HR Timeline Fayez Sarofim & Co in group Fayez Sarofim & Co More: the full row for Fayez Sarofim & Co 16,085 $1.02M <0.01% 0 13F-HR Timeline Group Samjo Management, LLC More: the full row for Samjo Management, LLC 16,045 $1.02M 0.39% +2,975 13F-HR Timeline Altshuler Shaham Ltd More: the full row for Altshuler Shaham Ltd 16,005 $1.01M 0.02% +4,377 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 15,989 $1.01M 0.05% +3,717 13F-HR Timeline Arista Wealth Management, LLC More: the full row for Arista Wealth Management, LLC 15,916 $1.01M 0.13% 0 13F-HR Timeline First Commonwealth Financial Corp /PA/ in group First Commonwealth Financial … More: the full row for First Commonwealth Financial Corp /PA/ 15,900 $1.01M 0.17% -22 13F-HR Timeline Group Mirador Capital Partners LP More: the full row for Mirador Capital Partners LP 15,892 $1.01M 0.14% -302 13F-HR Timeline CHESAPEAKE ASSET MANAGEMENT LLC More: the full row for CHESAPEAKE ASSET MANAGEMENT LLC 15,825 $1M 0.89% -260 13F-HR Timeline Gibbs Wealth Management More: the full row for Gibbs Wealth Management 15,776 $999K 0.23% -816 13F-HR Timeline Ascentis Wealth Management, LLC group of 2 filers holding More: the full row for Ascentis Wealth Management, LLC 15,731 $997K +2,015 Timeline SFMG, LLC More: the full row for SFMG, LLC 15,722 $996K 0.07% -286 13F-HR Timeline COUNTRY CLUB BANK More: the full row for COUNTRY CLUB BANK 15,397 $985K 0.06% 0 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 15,461 $982K 0.1% +3,536 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 15,457 $979K 0.02% +455 13F-HR Timeline Sterneck Capital Management, LLC More: the full row for Sterneck Capital Management, LLC 15,416 $977K 0.45% 0 13F-HR Timeline Erste Asset Management GmbH in group Erste Asset Management GmbH More: the full row for Erste Asset Management GmbH 16,850 $970K 0.01% -62,439 13F-HR Timeline Group Birch Capital Management, LLC More: the full row for Birch Capital Management, LLC 15,246 $966K 0.49% +3,226 13F-HR Timeline TWIN CAPITAL MANAGEMENT INC More: the full row for TWIN CAPITAL MANAGEMENT INC 15,166 $961K 0.12% -524 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 15,161 $960K 0.01% -935 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Lummis Asset Management, LP More: the full row for Lummis Asset Management, LP 15,161 $960K 0.63% +40 13F-HR Timeline Ignite Planners, LLC More: the full row for Ignite Planners, LLC 15,134 $959K 0.16% -354 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 15,099 $957K 0.04% +93 13F-HR Timeline Invst, LLC More: the full row for Invst, LLC 15,081 $955K 0.11% -245 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 15,037 $953K 0.08% -537 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 15,013 $951K 0.05% -495 13F-HR Timeline Smith Group Asset Management, LLC More: the full row for Smith Group Asset Management, LLC 15,000 $950K 0.05% 0 13F-HR Timeline TOWNSQUARE CAPITAL LLC More: the full row for TOWNSQUARE CAPITAL LLC 14,985 $949K 0.14% -10,143 13F-HR Timeline STRATEGY ASSET MANAGERS LLC More: the full row for STRATEGY ASSET MANAGERS LLC 14,977 $949K 0.17% -50 13F-HR Timeline PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 14,866 $942K 0.01% -95 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 14,865 $942K 0.01% +320 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 14,847 $941K 0.02% -514 13F-HR Timeline VIAWEALTH, LLC More: the full row for VIAWEALTH, LLC 14,447 $915K 0.5% -1,727 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 14,410 $913K 0.01% +1,215 13F-HR Timeline EVERPAR ADVISORS LLC More: the full row for EVERPAR ADVISORS LLC 14,351 $909K 0.36% -133 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 14,324 $907K 0.01% -2,591 13F-HR Timeline PUREfi Wealth, LLC More: the full row for PUREfi Wealth, LLC 14,317 $907K 0.7% +1,656 13F-HR Timeline Palisade Asset Management, LLC More: the full row for Palisade Asset Management, LLC 14,286 $905K 0.08% -14 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 14,139 $896K 0.03% 0 13F-HR Timeline Group Nicholas Hoffman & Company, LLC. More: the full row for Nicholas Hoffman & Company, LLC. 14,097 $893K 0.02% +2 13F-HR Timeline Legacy Capital Wealth Partners, LLC More: the full row for Legacy Capital Wealth Partners, LLC 14,014 $888K 0.19% +437 13F-HR Timeline Freemont Management S.A. More: the full row for Freemont Management S.A. 14,000 $887K 0.69% -105,100 13F-HR Timeline Triton Financial Group Inc More: the full row for Triton Financial Group Inc 13,994 $887K 0.59% +1,642 13F-HR Timeline