PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 2,633 $345K <0.01% 0 13F-HR Timeline Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 2,412 $343K 0.02% -482 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 2,587 $339K 0.03% -377 13F-HR Timeline Group DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 2,585 $339K 0.01% +635 13F-HR Timeline Verition Fund Management LLC More: the full row for Verition Fund Management LLC 2,574 $337K <0.01% -60,958 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 2,569 $337K 0.02% +31 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 2,537 $332K 0.01% 0 13F-HR Timeline Alpha Zero LLC More: the full row for Alpha Zero LLC 2,524 $331K 0.17% -554 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 2,512 $329K <0.01% +52 13F-HR/A Timeline Paradigm Capital Management, LLC/NV More: the full row for Paradigm Capital Management, LLC/NV 2,500 $328K 0.3% 0 13F-HR Timeline LAWSON KROEKER INVESTMENT MANAGEMENT IN… More: the full row for LAWSON KROEKER INVESTMENT MANAGEMENT INC/NE 2,500 $328K 0.1% 0 13F-HR Timeline Canopy Partners, LLC More: the full row for Canopy Partners, LLC 2,464 $323K 0.11% -73 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 2,447 $321K <0.01% -12 13F-HR Timeline NORRIS PERNE & FRENCH LLP/MI More: the full row for NORRIS PERNE & FRENCH LLP/MI 2,440 $320K 0.02% new 13F-HR Timeline QRG CAPITAL MANAGEMENT, INC. More: the full row for QRG CAPITAL MANAGEMENT, INC. 2,432 $319K <0.01% -225 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 2,405 $315K 0.01% +560 13F-HR Timeline Empirical Asset Management, LLC More: the full row for Empirical Asset Management, LLC 2,351 $308K 0.08% new 13F-HR Timeline Schonfeld Strategic Advisors LLC More: the full row for Schonfeld Strategic Advisors LLC 2,324 $304K <0.01% new 13F-HR Timeline Dana Investment Advisors, Inc. More: the full row for Dana Investment Advisors, Inc. 2,323 $304K 0.01% 0 13F-HR Timeline HUNTER ASSOCIATES INVESTMENT MANAGEMENT… More: the full row for HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC 2,325 $304K 0.04% new 13F-HR Timeline Synergy Financial Group, LTD More: the full row for Synergy Financial Group, LTD 2,292 $300K 0.23% 0 13F-HR Timeline Athena Wealth Management, LLC More: the full row for Athena Wealth Management, LLC 2,284 $299K 0.24% -204 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 2,275 $298K 0.01% 0 13F-HR Timeline Group Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 2,267 $297K 0.02% +1,648 13F-HR Timeline DIVERSIFY WEALTH MANAGEMENT, LLC in group Diversify Advisory Services, … More: the full row for DIVERSIFY WEALTH MANAGEMENT, LLC 2,358 $294K 0.01% -820 13F-HR Timeline Group Redwood Investment Management, LLC in group Redwood Investment Management… More: the full row for Redwood Investment Management, LLC 2,243 $294K 0.04% 0 13F-HR/A Timeline Group Baader Bank Aktiengesellschaft More: the full row for Baader Bank Aktiengesellschaft 4,725 $291K 0.03% new 13F-HR Timeline Thompson David Blair More: the full row for Thompson David Blair 2,200 $288K 0.17% 0 13F-HR Timeline Burkett Asset Management Ltd More: the full row for Burkett Asset Management Ltd 2,200 $288K 0.28% -2,150 13F-HR Timeline Oath Planning, LLC More: the full row for Oath Planning, LLC 2,199 $288K 0.26% 0 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. 2,194 $288K 0.01% -1,447 13F-HR Timeline Group THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 2,189 $287K 0.12% -465 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 2,179 $285K 0.17% +571 13F-HR Timeline Greenfield Seitz Capital Management, LLC More: the full row for Greenfield Seitz Capital Management, LLC 2,170 $284K 0.09% new 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 2,158 $283K 0.03% +521 13F-HR Timeline Flower City Capital More: the full row for Flower City Capital 2,127 $279K 0.14% new 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 2,108 $277K 0.01% -15 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 2,090 $274K <0.01% new 13F-HR Timeline AUGUSTINE ASSET MANAGEMENT INC More: the full row for AUGUSTINE ASSET MANAGEMENT INC 2,075 $272K 0.06% 0 13F-HR Timeline Catalyst Funds Management Pty Ltd More: the full row for Catalyst Funds Management Pty Ltd 2,066 $271K 0.05% new 13F-HR Timeline 111 Capital More: the full row for 111 Capital 2,032 $267K 0.07% new 13F-HR Timeline Balentine LLC More: the full row for Balentine LLC 2,017 $264K 0.01% 0 13F-HR Timeline Cyndeo Wealth Partners, LLC More: the full row for Cyndeo Wealth Partners, LLC 2,016 $264K 0.01% 0 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 2,004 $263K <0.01% -95 13F-HR Timeline Ballast Rock Private Wealth LLC More: the full row for Ballast Rock Private Wealth LLC 2,002 $262K 0.15% 0 13F-HR Timeline Hudock, Inc. More: the full row for Hudock, Inc. 2,000 $262K 0.04% 0 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 2,100 $260K 0.01% -42 13F-HR Timeline Gold Investment Management Ltd. More: the full row for Gold Investment Management Ltd. 1,980 $260K 0.08% 0 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 1,972 $258K 0.04% 0 13F-HR Timeline Intrua Financial, LLC More: the full row for Intrua Financial, LLC 1,957 $256K 0.03% +200 13F-HR Timeline WADDELL & ASSOCIATES, LLC More: the full row for WADDELL & ASSOCIATES, LLC 1,954 $256K 0.01% 0 13F-HR Timeline HAGER INVESTMENT MANAGEMENT SERVICES, L… More: the full row for HAGER INVESTMENT MANAGEMENT SERVICES, LLC 1,929 $253K 0.14% new 13F-HR Timeline Linden Thomas Advisory Services, LLC More: the full row for Linden Thomas Advisory Services, LLC 1,913 $251K 0.02% +84 13F-HR Timeline Ranch Capital Advisors Inc. More: the full row for Ranch Capital Advisors Inc. 1,908 $250K 0.09% 0 13F-HR Timeline PIAR LLC More: the full row for PIAR LLC 1,902 $249K 0.21% new 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 1,896 $249K 0.01% new 13F-HR Timeline Group Cannon Financial Strategists, Inc. More: the full row for Cannon Financial Strategists, Inc. 1,889 $248K 0.03% new 13F-HR Timeline Willis Johnson & Associates, Inc. More: the full row for Willis Johnson & Associates, Inc. 1,870 $245K 0.01% -3 13F-HR Timeline VIRTUS ADVISERS, LLC in group Virtus Investment Advisers, L… More: the full row for VIRTUS ADVISERS, LLC 1,824 $244K 0.11% -538 13F-HR Timeline Group GAMMA Investing LLC More: the full row for GAMMA Investing LLC 1,838 $241K 0.01% +409 13F-HR Timeline AlphaGrep UK Ltd More: the full row for AlphaGrep UK Ltd 1,828 $239K 0.07% new 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 1,827 $239K <0.01% +4 13F-HR Timeline Group Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 1,821 $239K <0.01% new 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 1,820 $238K +3 Timeline Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 1,786 $234K 0.02% 0 13F-HR Timeline TICINO WEALTH More: the full row for TICINO WEALTH 1,701 $234K 0.08% -22 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 1,775 $233K 0.02% 0 13F-HR Timeline Fermata Advisors, LLC More: the full row for Fermata Advisors, LLC 1,774 $232K 0.05% new 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 1,716 $229K 0.01% -225 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 1,738 $228K <0.01% new 13F-HR Timeline Callan Family Office, LLC More: the full row for Callan Family Office, LLC 1,732 $227K 0.01% new 13F-HR Timeline Balboa Wealth Partners More: the full row for Balboa Wealth Partners 1,729 $227K 0.04% new 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 1,728 $226K <0.01% 0 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 1,724 $226K 0.01% -254 13F-HR Timeline CIDEL ASSET MANAGEMENT INC More: the full row for CIDEL ASSET MANAGEMENT INC 1,720 $225K 0.01% 0 13F-HR Timeline Leverty Financial Group, LLC More: the full row for Leverty Financial Group, LLC 1,704 $223K 0.05% new 13F-HR Timeline CHAPIN DAVIS, INC. More: the full row for CHAPIN DAVIS, INC. 1,700 $223K 0.05% new 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 1,690 $221K 0.02% -37 13F-HR Timeline Werba Rubin Papier Wealth Management More: the full row for Werba Rubin Papier Wealth Management 1,686 $221K 0.03% new 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 1,650 $216K 0.01% -72 13F-HR Timeline Group Dickmeyer Boyce Financial Management, I… More: the full row for Dickmeyer Boyce Financial Management, Inc. 1,650 $216K 0.13% 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 1,644 $215K 0.01% -556 13F-HR Timeline Tacita Capital Inc More: the full row for Tacita Capital Inc 1,637 $214K 0.13% -5,608 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 1,588 $208K <0.01% -1,611 13F-HR Timeline Guild Investment Management, Inc. More: the full row for Guild Investment Management, Inc. 1,568 $206K 0.15% new 13F-HR Timeline REGIMEN WEALTH, LLC More: the full row for REGIMEN WEALTH, LLC 1,555 $204K 0.06% new 13F-HR Timeline Sherman Wealth Management LLC More: the full row for Sherman Wealth Management LLC 1,545 $202K 0.17% new 13F-HR Timeline Leonard Rickey Investment Advisors P.L.… More: the full row for Leonard Rickey Investment Advisors P.L.L.C. 1,535 $201K 0.03% new 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 1,489 $195K 0.11% 0 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 1,454 $190K 0.01% 0 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 1,451 $190K 0.02% +205 13F-HR Timeline RHUMBLINE ADVISERS More: the full row for RHUMBLINE ADVISERS 1,439 $189K <0.01% -17 13F-HR Timeline Ascentis Independent Advisors in group Ascentis Wealth Management, L… More: the full row for Ascentis Independent Advisors 1,374 $180K 0.01% new 13F-HR Timeline Group John A. Wolfe & Associates, Inc. More: the full row for John A. Wolfe & Associates, Inc. 1,343 $176K 0.27% -793 13F-HR Timeline Quarry LP More: the full row for Quarry LP 1,267 $166K 0.03% +976 13F-HR Timeline Strategic Investment Advisors / MI More: the full row for Strategic Investment Advisors / MI 1,213 $159K 0.01% new 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 1,173 $154K 0.04% +120 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 1,160 $152K <0.01% +41 13F-HR Timeline Group BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 1,129 $148K <0.01% -70 13F-HR Timeline Group Elequin Capital, LP More: the full row for Elequin Capital, LP 1,109 $145K 0.01% new 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 1,100 $144K 0.01% 0 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 1,100 $144K 0.02% 0 13F-HR Timeline GABLES CAPITAL MANAGEMENT INC. More: the full row for GABLES CAPITAL MANAGEMENT INC. 1,079 $141K 0.06% 0 13F-HR Timeline MCGUIRE CAPITAL ADVISORS INC More: the full row for MCGUIRE CAPITAL ADVISORS INC 1,050 $138K 0.09% -122 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 958 $126K <0.01% -22 13F-HR Timeline Group Pacifica Partners Inc. More: the full row for Pacifica Partners Inc. 960 $126K 0.04% -75 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 900 $118K 0.01% 0 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 891 $117K <0.01% +635 13F-HR Timeline Munich Reinsurance Co Stock Corp in Mun… More: the full row for Munich Reinsurance Co Stock Corp in Munich 843 $110K <0.01% -388 13F-HR Timeline RMG Wealth Management LLC More: the full row for RMG Wealth Management LLC 688 $98.9K 0.01% -512 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 735 $96.3K <0.01% +44 13F-HR Timeline Quintet Private Bank (Europe) S.A. More: the full row for Quintet Private Bank (Europe) S.A. 700 $91.6K 0.01% 0 13F-HR Timeline CITY HOLDING CO More: the full row for CITY HOLDING CO 699 $91.6K 0.01% 0 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 690 $90.4K <0.01% 0 13F-HR Timeline HOEY INVESTMENTS, INC More: the full row for HOEY INVESTMENTS, INC 650 $85.2K 0.01% 0 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 649 $85.1K <0.01% -242 13F-HR Timeline Group Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 642 $84.1K 0.01% +140 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 636 $83.4K 0.01% 0 13F-HR Timeline BAYBAN More: the full row for BAYBAN 627 $82.1K 0.07% 0 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 600 $78.6K 0.01% 0 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 578 $75.7K <0.01% -951 13F-HR Timeline City State Bank More: the full row for City State Bank 560 $73.4K 0.02% 0 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 552 $72.3K 0.01% -98 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 500 $65.5K 0.01% 0 13F-HR Timeline Wealth Preservation Advisors, LLC More: the full row for Wealth Preservation Advisors, LLC 487 $63.8K 0.05% 0 13F-HR Timeline Cornerstone Financial Management LLC More: the full row for Cornerstone Financial Management LLC 485 $63.5K 0.06% +13 13F-HR/A Timeline Ulland Investment Advisors, LLC More: the full row for Ulland Investment Advisors, LLC 470 $62K 0.05% 0 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 465 $60.9K 0.02% -50 13F-HR Timeline EFG International AG in group EFG International AG More: the full row for EFG International AG 460 $60.1K <0.01% 0 13F-HR Timeline Group FIFTH THIRD BANK, NATIONAL ASSOCIATION group of 2 filers holding More: the full row for FIFTH THIRD BANK, NATIONAL ASSOCIATION 455 $59.6K -4,376 Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 448 $58.6K <0.01% 0 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 442 $57.9K 0.01% +10 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 430 $56.3K 0.01% 0 13F-HR Timeline Strengthening Families & Communities, L… More: the full row for Strengthening Families & Communities, LLC 365 $47.8K 0.01% new 13F-HR Timeline Morton Brown Family Wealth, LLC More: the full row for Morton Brown Family Wealth, LLC 358 $46.9K 0.01% 0 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 330 $43.2K <0.01% +30 13F-HR Timeline NISA INVESTMENT ADVISORS, LLC More: the full row for NISA INVESTMENT ADVISORS, LLC 328 $43K <0.01% +19 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 322 $42.2K 0.01% new 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 308 $40.4K 0.01% +20 13F-HR Timeline IAG Wealth Partners, LLC More: the full row for IAG Wealth Partners, LLC 300 $39.3K <0.01% -45 13F-HR Timeline DUNCKER STREETT & CO INC More: the full row for DUNCKER STREETT & CO INC 300 $39.3K 0.01% 0 13F-HR Timeline Global Wealth Strategies & Associates More: the full row for Global Wealth Strategies & Associates 300 $39.3K 0.01% 0 13F-HR Timeline BIRCHBROOK, INC. More: the full row for BIRCHBROOK, INC. 300 $39.3K 0.02% 0 13F-HR Timeline Bulwark Capital Corp More: the full row for Bulwark Capital Corp 300 $39.3K 0.02% 0 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 263 $34.5K <0.01% +2 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 255 $33.5K 0.01% -16 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 254 $33.3K <0.01% new 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 247 $32.4K <0.01% 0 13F-HR Timeline Group HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 236 $30.9K <0.01% +100 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 214 $29.3K <0.01% +64 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 228 $28.6K <0.01% +162 13F-HR Timeline Paladin Partners, LLC More: the full row for Paladin Partners, LLC 201 $26.3K 0.02% 0 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 200 $26.2K <0.01% 0 13F-HR Timeline Greykasell Wealth Strategies, Inc. More: the full row for Greykasell Wealth Strategies, Inc. 200 $26.2K 0.01% 0 13F-HR Timeline Clean Yield Group More: the full row for Clean Yield Group 195 $25.5K 0.01% 0 13F-HR Timeline BURKETT FINANCIAL SERVICES, LLC More: the full row for BURKETT FINANCIAL SERVICES, LLC 184 $24.1K 0.01% 0 13F-HR Timeline Pacific Center for Financial Services More: the full row for Pacific Center for Financial Services 183 $24K 0.01% 0 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 162 $21.2K <0.01% -65 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 161 $21.1K 0.01% 0 13F-HR Timeline Lodestone Wealth Management LLC More: the full row for Lodestone Wealth Management LLC 160 $21K 0.01% 0 13F-HR/A Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 157 $20.6K <0.01% -248 13F-HR Timeline Group CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 155 $20.3K <0.01% +105 13F-HR Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 150 $19.7K <0.01% +50 13F-HR Timeline CONTRAVISORY INVESTMENT MANAGEMENT, INC. More: the full row for CONTRAVISORY INVESTMENT MANAGEMENT, INC. 143 $18.7K <0.01% new 13F-HR Timeline MASECO LLP More: the full row for MASECO LLP 143 $18.7K <0.01% 0 13F-HR Timeline Bank & Trust Co More: the full row for Bank & Trust Co 135 $17.7K 0.01% 0 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 130 $17K <0.01% 0 13F-HR Timeline Group Legacy Wealth Managment, LLC/ID in group Legacy Wealth Managment, LLC/… More: the full row for Legacy Wealth Managment, LLC/ID 130 $17K 0.01% +10 13F-HR Timeline Group UMB Bank, n.a. More: the full row for UMB Bank, n.a. 130 $17K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Scarborough Advisors, LLC More: the full row for Scarborough Advisors, LLC 128 $16.8K <0.01% new 13F-HR Timeline Atlantic Edge Private Wealth Management… More: the full row for Atlantic Edge Private Wealth Management, LLC 125 $16.4K <0.01% 0 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 123 $16.1K <0.01% +83 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 123 $16.1K <0.01% +70 13F-HR Timeline Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 125 $16K <0.01% 0 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 120 $15.7K <0.01% new 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 105 $13.8K <0.01% 0 13F-HR Timeline Costello Asset Management, INC More: the full row for Costello Asset Management, INC 100 $13.1K <0.01% 0 13F-HR Timeline HighMark Wealth Management LLC More: the full row for HighMark Wealth Management LLC 100 $13.1K 0.01% 0 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 100 $13.1K <0.01% +27 13F-HR Timeline Signature Resources Capital Management,… More: the full row for Signature Resources Capital Management, LLC 100 $13.1K 0.01% new 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 100 $13.1K <0.01% 0 13F-HR Timeline MARK SHEPTOFF FINANCIAL PLANNING, LLC More: the full row for MARK SHEPTOFF FINANCIAL PLANNING, LLC 100 $12.6K 0.01% 0 13F-HR Timeline SWAN Capital LLC More: the full row for SWAN Capital LLC 95 $12.4K <0.01% +15 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 94 $12.3K <0.01% -3,399 13F-HR Timeline S&T Bank/PA More: the full row for S&T Bank/PA 90 $11.8K <0.01% 0 13F-HR Timeline Stonehage Fleming Financial Services Ho… in group Stonehage Fleming Financial S… More: the full row for Stonehage Fleming Financial Services Holdings Ltd 87 $11.4K <0.01% -363 13F-HR Timeline Group PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 84 $11K <0.01% -10 13F-HR Timeline Harvest Fund Management Co., Ltd in group Harvest Fund Management Co., … More: the full row for Harvest Fund Management Co., Ltd 80 $10K <0.01% -154 13F-HR Timeline Group BNP PARIBAS in group BNP PARIBAS More: the full row for BNP PARIBAS 75 $9.84K <0.01% 0 13F-HR Timeline Group ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 71 $9.3K <0.01% 0 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 65 $8.52K <0.01% -35 13F-HR Timeline JDM Financial Group LLC More: the full row for JDM Financial Group LLC 60 $7.86K <0.01% 0 13F-HR Timeline WELLINGTON-ALTUS USA INC. More: the full row for WELLINGTON-ALTUS USA INC. 60 $6.74K <0.01% -247 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 48 $6.3K <0.01% -149 13F-HR Timeline Group Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 46 $6.03K <0.01% +13 13F-HR Timeline MSRH, LLC More: the full row for MSRH, LLC 44 $5.76K 0.01% -1,377 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 43 $5.63K <0.01% -4 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 41 $5.37K <0.01% 0 13F-HR Timeline Cedar Mountain Advisors, LLC More: the full row for Cedar Mountain Advisors, LLC 40 $5.24K <0.01% new 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 39 $5.11K <0.01% +3 13F-HR Timeline