Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 9,248 $226K <0.01% -102 13F-HR Timeline Group Keudell/Morrison Wealth Management More: the full row for Keudell/Morrison Wealth Management 9,222 $225K 0.05% -1,162 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 9,196 $225K <0.01% -616 13F-HR Timeline Asset One Wealth Management LLC More: the full row for Asset One Wealth Management LLC 9,015 $224K 0.02% new 13F-HR Timeline BLB&B Advisors, LLC More: the full row for BLB&B Advisors, LLC 9,147 $223K 0.01% +120 13F-HR Timeline SIMPLEX TRADING, LLC More: the full row for SIMPLEX TRADING, LLC 9,128 $223K 0.01% new 13F-HR Timeline CHICAGO TRUST Co NA More: the full row for CHICAGO TRUST Co NA 9,069 $222K 0.04% +575 13F-HR Timeline Bollard Group LLC More: the full row for Bollard Group LLC 9,041 $221K 0.01% -9,798 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 8,919 $218K <0.01% -165 13F-HR Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 8,845 $216K 0.03% -3,036 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 8,790 $215K <0.01% +310 13F-HR/A Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 8,664 $212K 0.02% new 13F-HR Timeline Wiser Wealth Management, Inc More: the full row for Wiser Wealth Management, Inc 8,640 $211K 0.05% +48 13F-HR Timeline MOODY NATIONAL BANK TRUST DIVISION in group MOODY NATIONAL BANK TRUST DIV… More: the full row for MOODY NATIONAL BANK TRUST DIVISION 8,599 $210K 0.02% new 13F-HR Timeline Group SILVERCREST ASSET MANAGEMENT GROUP LLC More: the full row for SILVERCREST ASSET MANAGEMENT GROUP LLC 8,537 $209K <0.01% -687 13F-HR Timeline TMB Capital Partners, LLC More: the full row for TMB Capital Partners, LLC 8,441 $206K 0.07% new 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 8,396 $205K 0.01% -907 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 8,326 $203K 0.01% new 13F-HR Timeline Warburton Capital Management, LLC More: the full row for Warburton Capital Management, LLC 8,080 $200K 0.1% new 13F-HR Timeline Virtus Investment Advisers, LLC in group Virtus Investment Advisers, L… More: the full row for Virtus Investment Advisers, LLC 8,130 $199K 0.05% +1,272 13F-HR Timeline Group Cetera Trust Company, N.A More: the full row for Cetera Trust Company, N.A 8,125 $198K 0.11% -1,050 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 8,173 $198K <0.01% -6,295 13F-HR Timeline ESL Trust Services, LLC More: the full row for ESL Trust Services, LLC 7,584 $185K 0.04% 0 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 7,509 $183K 0.01% +5,647 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 7,484 $183K 0.04% +7,449 13F-HR Timeline VIEWPOINT INVESTMENT PARTNERS CORP More: the full row for VIEWPOINT INVESTMENT PARTNERS CORP 10,100 $181K 0.08% new 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 7,402 $180K 0.02% -2 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 7,320 $179K <0.01% +951 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. S.A. Mason LLC More: the full row for S.A. Mason LLC 7,134 $174K 0.07% +494 13F-HR Timeline Generali Investments Towarzystwo Fundus… in group Generali Powszechne Towarzyst… More: the full row for Generali Investments Towarzystwo Funduszy Inwestycyjnych 7,000 $171K 0.09% 0 13F-HR Timeline Group HM PAYSON & CO More: the full row for HM PAYSON & CO 6,979 $170K <0.01% +1,744 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 6,835 $167K 0.01% -867 13F-HR Timeline CX Institutional More: the full row for CX Institutional 6,631 $162K <0.01% +1,795 13F-HR Timeline Ameritas Investment Partners, Inc. in group Ameritas Investment Partners,… More: the full row for Ameritas Investment Partners, Inc. 6,577 $161K <0.01% 0 13F-HR Timeline Group Hanson & Doremus Investment Management More: the full row for Hanson & Doremus Investment Management 6,544 $160K 0.02% -2,197 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 6,508 $159K <0.01% -1,429 13F-HR Timeline Group Hilltop National Bank More: the full row for Hilltop National Bank 6,419 $157K 0.04% +875 13F-HR Timeline Employees Retirement System of Texas More: the full row for Employees Retirement System of Texas 6,259 $153K <0.01% 0 13F-HR Timeline Kentucky Trust Co More: the full row for Kentucky Trust Co 5,840 $143K 0.07% +390 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 5,638 $138K <0.01% -882 13F-HR Timeline Livforsakringsbolaget Skandia, Omsesidi… More: the full row for Livforsakringsbolaget Skandia, Omsesidigt 5,557 $136K 0.01% 0 13F-HR Timeline FIL Ltd in group FIL Ltd More: the full row for FIL Ltd 5,409 $132K <0.01% new 13F-HR Timeline Group Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 5,308 $130K 0.01% +48 13F-HR Timeline SPIRIT OF AMERICA MANAGEMENT CORP/NY More: the full row for SPIRIT OF AMERICA MANAGEMENT CORP/NY 5,300 $129K 0.03% -500 13F-HR Timeline WESTPAC BANKING CORP in group WESTPAC BANKING CORP More: the full row for WESTPAC BANKING CORP 5,203 $127K 0.01% -2,849 13F-HR Timeline Group Hartford Financial Management Inc. More: the full row for Hartford Financial Management Inc. 5,186 $127K 0.03% -4,798 13F-HR Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 4,981 $122K 0.05% -127 13F-HR Timeline Banque Transatlantique SA in group Banque Transatlantique SA More: the full row for Banque Transatlantique SA 4,900 $120K <0.01% 0 13F-HR Timeline Group MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 4,829 $118K <0.01% new 13F-HR Timeline Community Financial Services Group, LLC More: the full row for Community Financial Services Group, LLC 4,741 $115K 0.02% new 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 4,717 $114K 0.01% -1,567 13F-HR Timeline Missouri Trust & Investment Co More: the full row for Missouri Trust & Investment Co 4,640 $113K 0.03% 0 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 4,492 $110K <0.01% +1,997 13F-HR/A Timeline Group B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 4,486 $109K 0.01% new 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 4,147 $101K <0.01% -1,161 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 4,100 $100K 0.03% +1,100 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. LORING WOLCOTT & COOLIDGE FIDUCIARY ADV… More: the full row for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 4,000 $98.6K <0.01% 0 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 4,005 $97.8K 0.03% +2,054 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 4,017 $97.5K <0.01% +122 13F-HR Timeline Quarry LP More: the full row for Quarry LP 3,934 $96.1K 0.02% -11,800 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 3,919 $95.7K 0.01% +1,513 13F-HR Timeline Ares Financial Consulting, LLC More: the full row for Ares Financial Consulting, LLC 3,906 $94.5K 0.07% 0 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 3,707 $90.6K <0.01% 0 13F-HR Timeline Group ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 3,652 $89.2K <0.01% -322 13F-HR Timeline Group North Ridge Wealth Advisors, Inc. More: the full row for North Ridge Wealth Advisors, Inc. 3,638 $88.9K 0.05% 0 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 3,573 $87.3K 0.01% +42 13F-HR Timeline Group Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 3,539 $86.5K <0.01% +1 13F-HR Timeline Group Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 3,471 $84.8K -1,343 Timeline Kimelman & Baird, LLC More: the full row for Kimelman & Baird, LLC 3,413 $83.4K 0.01% 0 13F-HR Timeline LOS ANGELES CAPITAL MANAGEMENT LLC More: the full row for LOS ANGELES CAPITAL MANAGEMENT LLC 3,409 $83.3K <0.01% 0 13F-HR Timeline Hickory Point Bank & Trust More: the full row for Hickory Point Bank & Trust 3,399 $83K 0.05% new 13F-HR Timeline CoreFirst Bank & Trust More: the full row for CoreFirst Bank & Trust 3,090 $75.5K 0.04% 0 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 2,952 $72.1K <0.01% -122 13F-HR Timeline Cedar Mountain Advisors, LLC More: the full row for Cedar Mountain Advisors, LLC 2,938 $71.8K 0.01% +25 13F-HR Timeline Cheviot Value Management, LLC More: the full row for Cheviot Value Management, LLC 2,915 $71.2K 0.01% -105 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 2,886 $70.5K <0.01% 0 13F-HR Timeline Advisors Asset Management, Inc. More: the full row for Advisors Asset Management, Inc. 2,831 $69.2K <0.01% -10 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 2,742 $66.3K <0.01% -11 13F-HR Timeline Eurizon SLJ Capital Ltd More: the full row for Eurizon SLJ Capital Ltd 2,712 $66.3K 0.03% +326 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 2,710 $66.2K <0.01% +53 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 2,620 $64K <0.01% +247 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 2,615 $63.9K <0.01% new 13F-HR/A Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 2,420 $59.1K 0.01% +755 13F-HR Timeline City State Bank More: the full row for City State Bank 2,405 $58.8K 0.02% 0 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 2,254 $55.1K 0.01% +1,692 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 2,254 $55.1K <0.01% +5 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 2,189 $53.5K <0.01% +1,616 13F-HR Timeline Aster Capital Management (DIFC) Ltd More: the full row for Aster Capital Management (DIFC) Ltd 1,816 $53.2K 0.02% new 13F-HR Timeline Gould Capital, LLC More: the full row for Gould Capital, LLC 2,130 $52K 0.03% 0 13F-HR Timeline Global Assets Advisory, LLC More: the full row for Global Assets Advisory, LLC 2,130 $52K 0.01% new 13F-HR Timeline PEOPLES FINANCIAL SERVICES CORP. More: the full row for PEOPLES FINANCIAL SERVICES CORP. 2,130 $52K 0.02% 0 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 2,029 $49.6K <0.01% -220 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 1,989 $48.6K <0.01% 0 13F-HR Timeline CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 1,982 $48K 0.03% -121 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 1,982 $48K <0.01% +139 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 2,017 $47.5K <0.01% -88 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 1,878 $45.9K 0.03% 0 13F-HR Timeline Essential Investment Partners LLC More: the full row for Essential Investment Partners LLC 1,860 $45.4K 0.04% +500 13F-HR Timeline Lodestone Wealth Management LLC More: the full row for Lodestone Wealth Management LLC 1,855 $45.3K 0.02% +10 13F-HR/A Timeline Costello Asset Management, INC More: the full row for Costello Asset Management, INC 1,798 $43.9K 0.02% +1 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 1,750 $42.3K <0.01% +257 13F-HR Timeline BAYBAN More: the full row for BAYBAN 1,729 $42.2K 0.04% 0 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 1,703 $41.6K 0.01% 0 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 1,643 $40.1K <0.01% 0 13F-HR Timeline Centennial Bank/AR/ in group Centennial Bank/AR/ More: the full row for Centennial Bank/AR/ 1,607 $39.3K 0.01% 0 13F-HR Timeline Group Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 1,600 $39.1K <0.01% 0 13F-HR Timeline Graney & King, LLC More: the full row for Graney & King, LLC 1,565 $38.2K 0.02% 0 13F-HR Timeline BELLEVUE ASSET MANAGEMENT, LLC More: the full row for BELLEVUE ASSET MANAGEMENT, LLC 1,535 $37.5K 0.02% +9 13F-HR Timeline FNY Investment Advisers, LLC More: the full row for FNY Investment Advisers, LLC 1,540 $37K 0.02% -110 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 1,416 $34.6K <0.01% +81 13F-HR Timeline Pflug Koory, LLC More: the full row for Pflug Koory, LLC 1,408 $34.4K 0.02% 0 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 1,404 $34.3K <0.01% 0 13F-HR Timeline Hunting Hill Global Capital, LLC More: the full row for Hunting Hill Global Capital, LLC 1,400 $34.2K 0.04% -2,000 13F-HR Timeline BROADWATER CAPITAL MANAGEMENT LLC More: the full row for BROADWATER CAPITAL MANAGEMENT LLC 1,440 $34.1K 0.03% 0 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 1,352 $33K <0.01% -279 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 1,256 $30.7K 0.01% 0 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 1,232 $30.1K 0.02% 0 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 1,209 $29.5K 0.01% +1,208 13F-HR Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 1,198 $29.3K 0.01% 0 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 1,151 $28.1K <0.01% -112 13F-HR Timeline CGC Financial Services, LLC More: the full row for CGC Financial Services, LLC 1,130 $27.6K 0.01% 0 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 1,052 $25.7K <0.01% 0 13F-HR Timeline Barnes Dennig Private Wealth Management… More: the full row for Barnes Dennig Private Wealth Management LLC 1,044 $25.5K 0.03% 0 13F-HR Timeline Anfield Capital Management, LLC in group Anfield Capital Management, L… More: the full row for Anfield Capital Management, LLC 1,033 $25.2K 0.01% +794 13F-HR Timeline Group GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 1,009 $25K <0.01% -78 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 1,000 $24.4K <0.01% 0 13F-HR Timeline SOUTHERN MICHIGAN BANK & TRUST More: the full row for SOUTHERN MICHIGAN BANK & TRUST 1,000 $24.4K 0.01% 13F-HR Timeline Itau Unibanco Holding S.A. in group Itau Unibanco Holding S.A. More: the full row for Itau Unibanco Holding S.A. 995 $24.3K <0.01% 0 13F-HR/A Timeline Group HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 995 $24.3K <0.01% 0 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 981 $24K <0.01% +225 13F-HR Timeline Dynamic Wealth Strategies, LLC More: the full row for Dynamic Wealth Strategies, LLC 979 $23.9K 0.01% 0 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 964 $23.6K 0.01% 0 13F-HR Timeline ADIRONDACK TRUST CO More: the full row for ADIRONDACK TRUST CO 960 $23.5K 0.01% 0 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 958 $23.4K <0.01% -21 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 883 $21.6K <0.01% +140 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 877 $21.4K <0.01% +508 13F-HR Timeline Accordant Advisory Group Inc More: the full row for Accordant Advisory Group Inc 870 $21.3K 0.01% +163 13F-HR Timeline Citizens National Bank Trust Department More: the full row for Citizens National Bank Trust Department 867 $21.2K <0.01% -1,095 13F-HR Timeline BLUELINE ADVISORS LLC More: the full row for BLUELINE ADVISORS LLC 861 $21K 0.02% +63 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 852 $20.8K <0.01% 0 13F-HR Timeline Estabrook Capital Management More: the full row for Estabrook Capital Management 850 $20.8K <0.01% 0 13F-HR Timeline CAPITAL & PLANNING, LLC More: the full row for CAPITAL & PLANNING, LLC 834 $20.4K 0.01% new 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 800 $19.5K <0.01% 0 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 795 $19.4K <0.01% +363 13F-HR Timeline Magnolia Wealth Management, LLC More: the full row for Magnolia Wealth Management, LLC 792 $19.3K 0.01% new 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 759 $18.5K <0.01% 0 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 755 $18.4K <0.01% 0 13F-HR Timeline Owl Creek Wealth Partners LLC More: the full row for Owl Creek Wealth Partners LLC 755 $18.4K 0.01% 13F-HR Timeline BEACON INVESTMENT ADVISORY SERVICES, IN… More: the full row for BEACON INVESTMENT ADVISORY SERVICES, INC. 720 $17.6K <0.01% new 13F-HR Timeline Provenance Wealth Advisors, LLC More: the full row for Provenance Wealth Advisors, LLC 715 $17.5K <0.01% 0 13F-HR Timeline Global Trust Asset Management, LLC More: the full row for Global Trust Asset Management, LLC 707 $17.3K 0.01% 0 13F-HR Timeline MTM Investment Management, LLC More: the full row for MTM Investment Management, LLC 700 $17.1K 0.01% 0 13F-HR Timeline Riverview Trust Co More: the full row for Riverview Trust Co 696 $17K 0.02% -439 13F-HR Timeline Basepoint Wealth LLC More: the full row for Basepoint Wealth LLC 690 $16.8K 0.01% -143 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 690 $16.7K <0.01% +528 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 675 $16.5K <0.01% -290 13F-HR Timeline Destiny Wealth Partners, LLC More: the full row for Destiny Wealth Partners, LLC 670 $16.4K <0.01% new 13F-HR Timeline Nalls Sherbakoff Group, LLC More: the full row for Nalls Sherbakoff Group, LLC 621 $15.2K 0.01% +5 13F-HR Timeline Monetary Solutions, Ltd More: the full row for Monetary Solutions, Ltd 610 $14.9K 0.01% 0 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 590 $14.4K <0.01% 0 13F-HR Timeline BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 561 $13.7K <0.01% 0 13F-HR Timeline MOTCO More: the full row for MOTCO 536 $13.1K <0.01% 0 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 520 $12.7K <0.01% +73 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 500 $12.2K <0.01% -31 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 495 $12.1K <0.01% 0 13F-HR Timeline Group Coastline Trust Co More: the full row for Coastline Trust Co 490 $12K <0.01% +91 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 484 $11.8K <0.01% -476 13F-HR Timeline HOEY INVESTMENTS, INC More: the full row for HOEY INVESTMENTS, INC 480 $11.7K <0.01% 0 13F-HR Timeline WHI TRUST Co LLC More: the full row for WHI TRUST Co LLC 473 $11.6K 0.01% 0 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 464 $11.3K <0.01% -651 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 458 $11.2K <0.01% 0 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 445 $11K <0.01% 0 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 441 $10.8K <0.01% -1,656 13F-HR Timeline Vision Retirement, LLC More: the full row for Vision Retirement, LLC 415 $10.1K <0.01% 0 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 408 $9.97K <0.01% +301 13F-HR Timeline Sunrise Financial Services, LLC More: the full row for Sunrise Financial Services, LLC 408 $9.97K 0.01% 0 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 403 $9.85K <0.01% +334 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 400 $9.77K <0.01% 0 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 388 $9.48K <0.01% +158 13F-HR Timeline Ankerstar Wealth, LLC More: the full row for Ankerstar Wealth, LLC 379 $9.27K 0.01% new 13F-HR Timeline Phillip James Consulting Co. More: the full row for Phillip James Consulting Co. 40 $9K 0.01% new 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 359 $8.77K <0.01% +352 13F-HR Timeline Piscataqua Savings Bank More: the full row for Piscataqua Savings Bank 340 $8.3K 0.01% 0 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 335 $8.19K <0.01% 0 13F-HR Timeline Ascentis Independent Advisors in group Ascentis Wealth Management, L… More: the full row for Ascentis Independent Advisors 327 $7.99K <0.01% new 13F-HR Timeline Group Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 320 $7.82K <0.01% 0 13F-HR Timeline MJT & Associates Financial Advisory Gro… More: the full row for MJT & Associates Financial Advisory Group, Inc. 303 $7.4K 0.01% -15 13F-HR Timeline Ramirez Asset Management, Inc. More: the full row for Ramirez Asset Management, Inc. 302 $7.38K <0.01% 0 13F-HR Timeline Advocate Investing Services LLC More: the full row for Advocate Investing Services LLC 300 $7.33K 0.01% 0 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 307 $7.27K <0.01% +155 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 296 $7.23K <0.01% 0 13F-HR Timeline 1015 Capital Partners, LLC More: the full row for 1015 Capital Partners, LLC 294 $7.18K 0.01% -5 13F-HR Timeline MARK SHEPTOFF FINANCIAL PLANNING, LLC More: the full row for MARK SHEPTOFF FINANCIAL PLANNING, LLC 300 $7.11K <0.01% 0 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 289 $7.06K <0.01% +189 13F-HR Timeline Kemnay Advisory Services Inc. 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