HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 50,652 $2.53M 0.11% +1,037 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 50,512 $2.52M 0.07% -1,066 13F-HR Timeline KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 50,062 $2.5M 0.01% -502 13F-HR Timeline Group CX Institutional More: the full row for CX Institutional 49,828 $2.49M 0.08% -611 13F-HR Timeline Wealth Advisors of Tampa Bay, LLC More: the full row for Wealth Advisors of Tampa Bay, LLC 49,454 $2.47M 0.82% -700 13F-HR Timeline HARBOUR INVESTMENT MANAGEMENT LLC More: the full row for HARBOUR INVESTMENT MANAGEMENT LLC 48,526 $2.42M 1.32% -4,920 13F-HR Timeline Hudson Bay Capital Management LP in group Hudson Bay Capital Management… More: the full row for Hudson Bay Capital Management LP 48,170 $2.41M 0.01% -41,830 13F-HR Timeline Group SOUTHERN CAPITAL SERVICES INC /ADV More: the full row for SOUTHERN CAPITAL SERVICES INC /ADV 47,053 $2.35M 1.51% -4,283 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 46,996 $2.35M 0.01% +8,784 13F-HR Timeline BUTENSKY & COHEN FINANCIAL SECURITY, INC More: the full row for BUTENSKY & COHEN FINANCIAL SECURITY, INC 46,632 $2.33M 0.61% -183 13F-HR Timeline Zuckerman Investment Group, LLC More: the full row for Zuckerman Investment Group, LLC 46,610 $2.33M 0.22% -116 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 45,871 $2.29M 0.02% +7,706 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 45,768 $2.29M 0.01% +39,881 13F-HR Timeline LEE JOHNSON CAPITAL MANAGEMENT, LLC More: the full row for LEE JOHNSON CAPITAL MANAGEMENT, LLC 45,517 $2.27M 0.82% new 13F-HR Timeline Zullo Investment Group, Inc. More: the full row for Zullo Investment Group, Inc. 45,431 $2.27M 0.86% +1,615 13F-HR Timeline Farmers & Merchants Trust Co of Chamber… More: the full row for Farmers & Merchants Trust Co of Chambersburg PA 45,210 $2.26M 0.61% +206 13F-HR/A Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 44,747 $2.24M 0.12% +1,460 13F-HR Timeline LightSquare Wealth Management, LLC More: the full row for LightSquare Wealth Management, LLC 44,739 $2.24M 1.67% 13F-HR Timeline CFC Planning Co LLC More: the full row for CFC Planning Co LLC 44,738 $2.24M 1.61% -8,148 13F-HR Timeline CONSCIOUS WEALTH INVESTMENTS, LLC More: the full row for CONSCIOUS WEALTH INVESTMENTS, LLC 43,104 $2.21M 1.23% +970 13F-HR Timeline Silphium Asset Management Ltd in group Silphium Asset Management Ltd More: the full row for Silphium Asset Management Ltd 43,925 $2.19M 0.83% +16,800 13F-HR Timeline Group GARRISON POINT ADVISORS, LLC More: the full row for GARRISON POINT ADVISORS, LLC 43,872 $2.19M 1% -20 13F-HR Timeline Whitener Capital Management, Inc. More: the full row for Whitener Capital Management, Inc. 43,775 $2.19M 0.5% +1,228 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 43,566 $2.18M 0.02% -63,563 13F-HR Timeline Group ALERUS FINANCIAL NA More: the full row for ALERUS FINANCIAL NA 43,485 $2.17M 0.11% -12,077 13F-HR Timeline Advisory Resource Group More: the full row for Advisory Resource Group 43,290 $2.16M 0.37% -16,090 13F-HR Timeline Clarus Wealth Advisors More: the full row for Clarus Wealth Advisors 43,126 $2.16M 0.92% +2,511 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 43,056 $2.15M 0.06% +2,207 13F-HR Timeline Galvin, Gaustad & Stein, LLC More: the full row for Galvin, Gaustad & Stein, LLC 42,818 $2.14M 0.17% new 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 42,624 $2.13M 0.04% -232 13F-HR Timeline ES4, LLC More: the full row for ES4, LLC 42,124 $2.1M 1.36% +11,470 13F-HR Timeline 111 Capital More: the full row for 111 Capital 41,613 $2.08M 0.51% -22,351 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 41,045 $2.07M <0.01% -5,052 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 40,955 $2.05M 0.4% -1,022 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 40,789 $2.04M 0.07% +14,608 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 40,486 $2.02M 0.03% -1,179 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Hartree Partners, LP More: the full row for Hartree Partners, LP 40,400 $2.02M 0.44% new 13F-HR Timeline HANCOCK WHITNEY CORP More: the full row for HANCOCK WHITNEY CORP 40,240 $2.01M 0.03% -469,869 13F-HR Timeline Crown Wealth Group, LLC More: the full row for Crown Wealth Group, LLC 40,215 $2.01M 0.59% new 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 39,675 $1.98M 0.02% +27,055 13F-HR Timeline Group Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 39,287 $1.96M 0.02% -2,538 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 39,118 $1.95M 0.01% +5,925 13F-HR Timeline Winthrop Capital Management, LLC More: the full row for Winthrop Capital Management, LLC 38,931 $1.95M 0.5% -1,322 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 38,849 $1.94M 0.14% new 13F-HR Timeline Group ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 38,554 $1.93M 0.22% +19,851 13F-HR Timeline Maridea Wealth Management LLC More: the full row for Maridea Wealth Management LLC 37,882 $1.89M 0.28% +350 13F-HR Timeline BOS Asset Management, LLC More: the full row for BOS Asset Management, LLC 37,615 $1.88M 0.48% -2,299 13F-HR Timeline Conservest Capital Advisors, Inc. More: the full row for Conservest Capital Advisors, Inc. 37,285 $1.86M 0.17% +14,879 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 36,503 $1.82M 0.01% +10,582 13F-HR Timeline Essex LLC More: the full row for Essex LLC 36,484 $1.82M 0.32% +1,074 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 36,453 $1.82M 0.02% -5,129 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 36,042 $1.82M 0.02% +6,097 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 36,369 $1.82M 0.02% -666,957 13F-HR Timeline SkyView Investment Advisors, LLC More: the full row for SkyView Investment Advisors, LLC 35,525 $1.77M 0.24% -45,994 13F-HR Timeline DRW Securities, LLC More: the full row for DRW Securities, LLC 35,336 $1.77M 0.1% +15,821 13F-HR Timeline STAPP WEALTH MANAGEMENT, PLLC More: the full row for STAPP WEALTH MANAGEMENT, PLLC 34,521 $1.73M 2.2% -11,583 13F-HR Timeline D L CARLSON INVESTMENT GROUP INC More: the full row for D L CARLSON INVESTMENT GROUP INC 34,471 $1.72M 0.3% +3,311 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 34,413 $1.72M 0.05% +8,384 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 34,283 $1.71M <0.01% +14,520 13F-HR Timeline Group IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 34,189 $1.71M 0.04% +7,055 13F-HR Timeline 1607 Capital Partners, LLC More: the full row for 1607 Capital Partners, LLC 34,100 $1.7M 0.12% new 13F-HR Timeline STRAIGHTLINE GROUP LLC More: the full row for STRAIGHTLINE GROUP LLC 34,005 $1.7M 0.84% -3,723 13F-HR Timeline LEE DANNER & BASS INC More: the full row for LEE DANNER & BASS INC 33,818 $1.69M 0.11% 0 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 33,600 $1.68M 0.04% -4,217 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 33,142 $1.66M 0.06% +2,865 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 32,996 $1.65M 0.02% +3,110 13F-HR Timeline Group NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 32,919 $1.64M 0.01% +4,108 13F-HR/A Timeline Per Stirling Capital Management, LLC. More: the full row for Per Stirling Capital Management, LLC. 32,857 $1.64M 0.18% +2,188 13F-HR Timeline Talon Private Wealth, LLC More: the full row for Talon Private Wealth, LLC 32,735 $1.64M 0.22% 13F-HR Timeline WP Advisors, LLC More: the full row for WP Advisors, LLC 32,731 $1.64M 0.42% +129 13F-HR Timeline Nelson Capital Management, LLC More: the full row for Nelson Capital Management, LLC 32,679 $1.63M 0.2% +1,809 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 32,546 $1.63M 0.04% +817 13F-HR Timeline FIL Ltd in group FIL Ltd More: the full row for FIL Ltd 32,519 $1.62M <0.01% -3,371 13F-HR Timeline Group MANUFACTURERS LIFE INSURANCE COMPANY, T… in group MANUFACTURERS LIFE INSURANCE … More: the full row for MANUFACTURERS LIFE INSURANCE COMPANY, THE 32,467 $1.62M <0.01% -6,737 13F-HR Timeline Group Fulton Bank, N.A. More: the full row for Fulton Bank, N.A. 32,292 $1.61M 0.06% +5,219 13F-HR Timeline AMERICAN FINANCIAL & TAX STRATEGIES INC More: the full row for AMERICAN FINANCIAL & TAX STRATEGIES INC 30,728 $1.54M 0.75% -1,289 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 30,723 $1.54M 0.35% +19,715 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 30,671 $1.53M 0.02% +5,811 13F-HR Timeline Forvis Mazars Wealth Advisors, LLC More: the full row for Forvis Mazars Wealth Advisors, LLC 30,624 $1.53M 0.03% -855 13F-HR Timeline Busey Bank More: the full row for Busey Bank 30,598 $1.53M 0.04% -130 13F-HR Timeline Galaxy Digital Inc. in group Galaxy Group Investments LLC More: the full row for Galaxy Digital Inc. 30,345 $1.52M 0.24% 13F-HR Timeline Group Evercore Wealth Management, LLC More: the full row for Evercore Wealth Management, LLC 30,333 $1.52M 0.02% -4,293 13F-HR Timeline SCS Capital Management LLC More: the full row for SCS Capital Management LLC 30,305 $1.51M 0.02% +55 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 30,190 $1.51M 0.04% +117 13F-HR Timeline Group Wilson & Boucher Capital Management, LLC More: the full row for Wilson & Boucher Capital Management, LLC 30,134 $1.51M 1% +150 13F-HR Timeline Arrow Financial Corp in group Arrow Financial Corp More: the full row for Arrow Financial Corp 30,130 $1.51M 0.15% -824 13F-HR Timeline Group O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 30,077 $1.5M 0.01% +23,282 13F-HR Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 29,987 $1.5M 0.2% -6,738 13F-HR Timeline Stratos Wealth Partners, LTD. group of 2 filers holding More: the full row for Stratos Wealth Partners, LTD. 29,941 $1.5M +3,783 Timeline United Asset Strategies, Inc. More: the full row for United Asset Strategies, Inc. 29,804 $1.49M 0.12% -116,473 13F-HR Timeline M3 Advisory Group, LLC More: the full row for M3 Advisory Group, LLC 29,776 $1.49M 0.92% +369 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 29,650 $1.48M 0.21% -472 13F-HR Timeline RENAISSANCE TECHNOLOGIES LLC More: the full row for RENAISSANCE TECHNOLOGIES LLC 29,600 $1.48M <0.01% +6,200 13F-HR Timeline HARBOR CAPITAL ADVISORS, INC. More: the full row for HARBOR CAPITAL ADVISORS, INC. 29,510 $1.48M 0.12% new 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 29,011 $1.45M 0.13% +15,033 13F-HR Timeline Group BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 28,446 $1.42M <0.01% +2,200 13F-HR Timeline GROUP ONE TRADING LLC More: the full row for GROUP ONE TRADING LLC 28,424 $1.42M 0.05% new 13F-HR Timeline Stockman Wealth Management, Inc. More: the full row for Stockman Wealth Management, Inc. 28,198 $1.41M 0.16% +1,382 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 28,155 $1.41M 0.03% +21,805 13F-HR Timeline Orange Investment Advisors, Inc. More: the full row for Orange Investment Advisors, Inc. 28,013 $1.4M 0.18% +76 13F-HR/A Timeline OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 27,758 $1.39M 0.02% -121,872 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 27,713 $1.38M <0.01% +2,839 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 27,628 $1.38M 0.03% +12,233 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 27,331 $1.37M 0.06% -4,884 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 27,145 $1.36M 0.01% +2,380 13F-HR Timeline Group Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 26,533 $1.33M 0.05% -1,213 13F-HR Timeline Financial & Tax Architects, LLC More: the full row for Financial & Tax Architects, LLC 26,500 $1.32M 0.3% +2,310 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 26,395 $1.32M 0.1% +10,596 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 26,293 $1.31M 0.09% +4,255 13F-HR Timeline 1ST SOURCE BANK More: the full row for 1ST SOURCE BANK 26,260 $1.31M 0.07% +13,616 13F-HR Timeline Sterling Investment Counsel, LLC More: the full row for Sterling Investment Counsel, LLC 26,040 $1.3M 0.36% +2,492 13F-HR Timeline AmeriServ Wealth Advisors in group AmeriServ Wealth Advisors More: the full row for AmeriServ Wealth Advisors 25,941 $1.3M 0.83% -518 13F-HR Timeline Group RCW Management, LLC More: the full row for RCW Management, LLC 25,934 $1.3M 1.33% -378 13F-HR Timeline Granite Harbor Advisors, Inc. More: the full row for Granite Harbor Advisors, Inc. 25,509 $1.27M 0.56% -460 13F-HR Timeline Stillwater Capital Advisors, LLC More: the full row for Stillwater Capital Advisors, LLC 25,329 $1.27M 0.14% -547 13F-HR Timeline MMBG INVESTMENT ADVISORS CO. More: the full row for MMBG INVESTMENT ADVISORS CO. 25,160 $1.26M 0.12% +20,160 13F-HR Timeline CAMELOT TECHNOLOGY ADVISORS, INC. More: the full row for CAMELOT TECHNOLOGY ADVISORS, INC. 25,126 $1.26M 0.92% +124 13F-HR Timeline FORONJY FINANCIAL LLC More: the full row for FORONJY FINANCIAL LLC 24,914 $1.24M 0.52% +1,168 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 24,554 $1.24M <0.01% +23,976 13F-HR Timeline Capula Management Ltd in group Capula Management Ltd More: the full row for Capula Management Ltd 24,729 $1.24M 0.01% new 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. J. Goldman & Co LP More: the full row for J. Goldman & Co LP 24,709 $1.23M 0.06% new 13F-HR Timeline Cornerstone National Bank & Trust Co More: the full row for Cornerstone National Bank & Trust Co 24,469 $1.23M 0.45% -281 13F-HR Timeline Odyssey Capital Advisors, Inc. More: the full row for Odyssey Capital Advisors, Inc. 24,540 $1.23M 1.1% -942 13F-HR Timeline CWC Advisors, LLC. More: the full row for CWC Advisors, LLC. 24,196 $1.21M 0.58% -382 13F-HR Timeline Cooksen Wealth, LLC More: the full row for Cooksen Wealth, LLC 24,151 $1.21M 0.88% +786 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 24,120 $1.21M 0.02% +1,897 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 23,483 $1.17M 0.1% +23,449 13F-HR Timeline Group Phoenix Financial Ltd. in group Phoenix Financial Ltd. More: the full row for Phoenix Financial Ltd. 33,000 $1.16M 0.01% new 13F-HR Timeline Group NTV Asset Management LLC More: the full row for NTV Asset Management LLC 23,099 $1.15M 0.13% +11,959 13F-HR Timeline HORIZON FINANCIAL SERVICES, LLC More: the full row for HORIZON FINANCIAL SERVICES, LLC 23,066 $1.15M 0.51% +1,397 13F-HR Timeline First National Trust Co More: the full row for First National Trust Co 23,061 $1.15M 0.04% +233 13F-HR Timeline PARSONS CAPITAL MANAGEMENT INC/RI More: the full row for PARSONS CAPITAL MANAGEMENT INC/RI 22,916 $1.15M 0.05% 0 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 22,899 $1.14M 0.02% -649 13F-HR/A Timeline Abbot Financial Management, Inc. More: the full row for Abbot Financial Management, Inc. 22,648 $1.13M 0.48% 0 13F-HR Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 22,647 $1.13M 0.02% -1,013 13F-HR Timeline Group FORBES J M & CO LLP More: the full row for FORBES J M & CO LLP 22,610 $1.13M 0.1% 0 13F-HR Timeline Roundview Capital LLC More: the full row for Roundview Capital LLC 22,444 $1.12M 0.07% 0 13F-HR Timeline Sage Capital Advisors,llc More: the full row for Sage Capital Advisors,llc 22,373 $1.12M 0.26% +34 13F-HR Timeline VVR Holdings LLC More: the full row for VVR Holdings LLC 22,360 $1.12M 0.58% new 13F-HR Timeline Columbus Macro, LLC More: the full row for Columbus Macro, LLC 22,360 $1.12M 0.12% new 13F-HR Timeline Moment Partners, LLC More: the full row for Moment Partners, LLC 22,349 $1.12M 0.2% -2,980 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 22,302 $1.11M 0.28% 0 13F-HR Timeline Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 22,229 $1.11M <0.01% +5,595 13F-HR Timeline Paller Financial Services Inc More: the full row for Paller Financial Services Inc 22,188 $1.11M 0.92% 0 13F-HR Timeline Sage Capital Management, LLC More: the full row for Sage Capital Management, LLC 22,133 $1.11M 0.52% +67 13F-HR Timeline ORRSTOWN FINANCIAL SERVICES INC More: the full row for ORRSTOWN FINANCIAL SERVICES INC 22,124 $1.11M 0.19% -988 13F-HR Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 22,123 $1.11M <0.01% +1,086 13F-HR Timeline Audent Global Asset Management, LLC More: the full row for Audent Global Asset Management, LLC 22,000 $1.1M 1.1% -19,186 13F-HR Timeline ROCKLAND TRUST CO More: the full row for ROCKLAND TRUST CO 21,976 $1.1M 0.04% -3,503 13F-HR Timeline Blue Capital, Inc. More: the full row for Blue Capital, Inc. 21,875 $1.09M 0.71% new 13F-HR Timeline 3EDGE Asset Management, LP More: the full row for 3EDGE Asset Management, LP 22,068 $1.08M 0.05% +7,777 13F-HR Timeline Vanguard National Trust Co in group VANGUARD GROUP INC More: the full row for Vanguard National Trust Co 21,618 $1.08M 0.07% 13F-HR Timeline Group Carnegie Investment Counsel More: the full row for Carnegie Investment Counsel 21,492 $1.07M 0.02% -191 13F-HR Timeline Community Bank, N.A. More: the full row for Community Bank, N.A. 21,170 $1.06M 0.13% -90 13F-HR Timeline PCG ASSET MANAGEMENT, LLC More: the full row for PCG ASSET MANAGEMENT, LLC 21,132 $1.06M 0.84% +161 13F-HR Timeline PeakShares LLC More: the full row for PeakShares LLC 20,886 $1.04M 0.96% +672 13F-HR Timeline Boltwood Capital Management More: the full row for Boltwood Capital Management 20,865 $1.04M 0.27% -277 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 20,760 $1.04M 0.01% +20 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 20,595 $1.03M 0.05% +15,356 13F-HR Timeline Orca Investment Management, LLC More: the full row for Orca Investment Management, LLC 20,556 $1.03M 0.87% -31 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 20,379 $1.01M 0.04% +1,241 13F-HR Timeline BANK OF NOVA SCOTIA in group BANK OF NOVA SCOTIA More: the full row for BANK OF NOVA SCOTIA 19,775 $988K <0.01% new 13F-HR Timeline Group Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 19,685 $984K 0.02% -2,440 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 19,497 $974K 0.04% +15,381 13F-HR Timeline Mechanics Bank Trust Department More: the full row for Mechanics Bank Trust Department 19,355 $967K 0.13% -450 13F-HR Timeline Chesapeake Wealth Management More: the full row for Chesapeake Wealth Management 19,238 $961K 0.3% -1,101 13F-HR Timeline GenTrust, LLC More: the full row for GenTrust, LLC 19,083 $954K 0.04% new 13F-HR Timeline City Center Advisors, LLC More: the full row for City Center Advisors, LLC 19,050 $952K 0.88% 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 19,008 $950K 0.01% -5,241 13F-HR Timeline Group Arista Wealth Management, LLC More: the full row for Arista Wealth Management, LLC 18,922 $946K 0.12% 0 13F-HR Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 18,726 $936K 0.11% 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 18,605 $930K -227 Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 18,518 $925K 0.01% +12,464 13F-HR Timeline Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 18,362 $918K 0.06% +7,154 13F-HR Timeline BigSur Wealth Management LLC More: the full row for BigSur Wealth Management LLC 18,200 $909K 0.26% -2,620 13F-HR Timeline Luminist Capital LLC More: the full row for Luminist Capital LLC 18,085 $904K 1.2% -2,227 13F-HR Timeline VISTA INVESTMENT MANAGEMENT More: the full row for VISTA INVESTMENT MANAGEMENT 17,856 $892K 0.3% -677 13F-HR Timeline Edgestream Partners, L.P. More: the full row for Edgestream Partners, L.P. 17,814 $890K 0.03% +5,985 13F-HR Timeline 10Elms LLP More: the full row for 10Elms LLP 18,822 $886K 0.56% +8,960 13F-HR Timeline COLTON GROOME FINANCIAL ADVISORS, LLC More: the full row for COLTON GROOME FINANCIAL ADVISORS, LLC 17,575 $878K 0.25% +10,441 13F-HR Timeline Laurel Wealth Advisors LLC More: the full row for Laurel Wealth Advisors LLC 16,652 $859K 0.08% -50 13F-HR Timeline PEOPLES FINANCIAL SERVICES CORP. More: the full row for PEOPLES FINANCIAL SERVICES CORP. 17,175 $858K 0.41% -463 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 17,110 $855K 0.01% new 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 17,086 $854K 0.04% -5,008 13F-HR Timeline Associated Banc-Corp in group Associated Banc-Corp More: the full row for Associated Banc-Corp 16,793 $839K 0.02% +2,251 13F-HR Timeline Group Wealth Watch Advisors, INC More: the full row for Wealth Watch Advisors, INC 16,606 $830K 0.35% +16,164 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 16,542 $827K 0.12% -330 13F-HR Timeline Itau Unibanco Holding S.A. in group Itau Unibanco Holding S.A. 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