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. 23,532 $1.93M 0.26% -475 13F-HR Timeline BANK OF NOVA SCOTIA in group BANK OF NOVA SCOTIA More: the full row for BANK OF NOVA SCOTIA 23,370 $1.92M <0.01% 0 13F-HR Timeline Group M3 Advisory Group, LLC More: the full row for M3 Advisory Group, LLC 23,329 $1.91M 1.18% +180 13F-HR Timeline Capstone Wealth Management Group LLC in group Capstone Wealth Management Gr… More: the full row for Capstone Wealth Management Group LLC 23,198 $1.9M 1.17% -429 13F-HR Timeline Group CHOREO, LLC More: the full row for CHOREO, LLC 23,103 $1.89M 0.02% -338 13F-HR Timeline Navis Wealth Advisors, LLC More: the full row for Navis Wealth Advisors, LLC 23,038 $1.89M 0.96% +110 13F-HR Timeline SCOTIA CAPITAL INC. More: the full row for SCOTIA CAPITAL INC. 22,750 $1.87M 0.01% -7,820 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 22,724 $1.86M 0.04% +4,262 13F-HR Timeline Cannon Advisors, Inc. More: the full row for Cannon Advisors, Inc. 22,641 $1.86M 1.38% new 13F-HR Timeline Fairvoy Private Wealth, LLC More: the full row for Fairvoy Private Wealth, LLC 22,637 $1.86M 0.44% +10,412 13F-HR Timeline Everest Financial Group LLC More: the full row for Everest Financial Group LLC 22,610 $1.85M 0.31% new 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 22,477 $1.84M 0.02% -6,262 13F-HR Timeline Group MAGNOLIA CAPITAL MANAGEMENT LTD More: the full row for MAGNOLIA CAPITAL MANAGEMENT LTD 22,375 $1.83M 1.24% -425 13F-HR Timeline COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 22,176 $1.82M 0.01% +3,472 13F-HR Timeline Group Hansen & Associates Financial Group, In… More: the full row for Hansen & Associates Financial Group, Inc. 22,086 $1.81M 0.97% -8,414 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 21,956 $1.8M 0.06% +1,876 13F-HR Timeline JBGlobal.com LLC More: the full row for JBGlobal.com LLC 21,850 $1.79M 1.76% new 13F-HR Timeline M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 21,828 $1.79M 0.01% -3,448 13F-HR/A Timeline Group Shepherd Financial Partners LLC More: the full row for Shepherd Financial Partners LLC 21,809 $1.79M 0.17% -275 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 21,765 $1.78M 0.1% -955 13F-HR Timeline 10Elms LLP More: the full row for 10Elms LLP 21,596 $1.78M 1.12% +6,747 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 21,391 $1.75M 0.01% +4,826 13F-HR Timeline WIN ADVISORS, INC More: the full row for WIN ADVISORS, INC 21,338 $1.75M 0.8% new 13F-HR Timeline Ledyard National Bank More: the full row for Ledyard National Bank 21,310 $1.75M 0.15% -825 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 21,009 $1.72M 0.15% -4,797 13F-HR Timeline Encore Global Management, LP More: the full row for Encore Global Management, LP 21,000 $1.72M 1.2% 13F-HR Timeline HBW ADVISORY SERVICES LLC More: the full row for HBW ADVISORY SERVICES LLC 20,856 $1.71M 0.18% +3,661 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 20,556 $1.69M 0.1% +2,328 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 20,609 $1.68M 0.02% +6,802 13F-HR Timeline HARRELL INVESTMENT PARTNERS, LLC More: the full row for HARRELL INVESTMENT PARTNERS, LLC 20,264 $1.66M 0.4% -344 13F-HR Timeline Centiva Capital, LP More: the full row for Centiva Capital, LP 20,000 $1.64M 0.08% new 13F-HR Timeline Affiance Financial, LLC More: the full row for Affiance Financial, LLC 19,869 $1.63M 0.26% -194 13F-HR Timeline McAdam, LLC More: the full row for McAdam, LLC 19,591 $1.61M 0.07% +2,473 13F-HR Timeline Capstone Capital Management Ltd More: the full row for Capstone Capital Management Ltd 19,500 $1.6M 1.61% -29,600 13F-HR Timeline January Capital Advisors LLC More: the full row for January Capital Advisors LLC 19,368 $1.59M 2.14% 13F-HR Timeline UPTICK PARTNERS, LLC More: the full row for UPTICK PARTNERS, LLC 19,131 $1.57M 0.31% +7 13F-HR Timeline Climber Capital SA More: the full row for Climber Capital SA 19,138 $1.57M 1.03% -7,555 13F-HR Timeline FIL Ltd in group FIL Ltd More: the full row for FIL Ltd 19,077 $1.56M <0.01% -1,395 13F-HR Timeline Group Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 19,000 $1.56M 0.09% +702 13F-HR Timeline Sequent Planning LLC More: the full row for Sequent Planning LLC 18,794 $1.54M 0.37% +1,759 13F-HR Timeline Helium Advisors LLC More: the full row for Helium Advisors LLC 18,633 $1.53M 1.46% -690 13F-HR Timeline Crescent Grove Advisors, LLC More: the full row for Crescent Grove Advisors, LLC 18,629 $1.53M 0.15% 0 13F-HR Timeline VERUS CAPITAL PARTNERS, LLC More: the full row for VERUS CAPITAL PARTNERS, LLC 18,621 $1.53M 0.11% -472 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 18,547 $1.52M 0.08% +6,069 13F-HR Timeline Group STAPP WEALTH MANAGEMENT, PLLC More: the full row for STAPP WEALTH MANAGEMENT, PLLC 18,473 $1.51M 1.93% new 13F-HR Timeline Capula Management Ltd in group Capula Management Ltd More: the full row for Capula Management Ltd 18,375 $1.51M 0.01% -2,190 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. OPPENHEIMER ASSET MANAGEMENT INC. group of 2 filers holding More: the full row for OPPENHEIMER ASSET MANAGEMENT INC. 18,371 $1.51M -25,232 Timeline World Investment Advisors More: the full row for World Investment Advisors 18,273 $1.5M 0.02% +681 13F-HR Timeline Evercore Wealth Management, LLC More: the full row for Evercore Wealth Management, LLC 18,247 $1.5M 0.02% -4,524 13F-HR Timeline Bank of Marin More: the full row for Bank of Marin 18,220 $1.49M 1.09% -245 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 18,015 $1.48M 0.05% -1,671 13F-HR Timeline GLENMEDE TRUST CO NA in group GLENMEDE TRUST CO NA More: the full row for GLENMEDE TRUST CO NA 17,950 $1.47M 0.01% -49 13F-HR Timeline Group Chesapeake Wealth Management More: the full row for Chesapeake Wealth Management 17,783 $1.46M 0.45% -1,101 13F-HR Timeline Ayalon Insurance Comp Ltd. More: the full row for Ayalon Insurance Comp Ltd. 17,645 $1.45M 0.3% +12,250 13F-HR Timeline Vectors Research Management, LLC More: the full row for Vectors Research Management, LLC 17,578 $1.44M 0.42% -7,582 13F-HR Timeline V2 Financial group LLC More: the full row for V2 Financial group LLC 17,532 $1.44M 0.67% 0 13F-HR Timeline Intrua Financial, LLC More: the full row for Intrua Financial, LLC 17,437 $1.43M 0.15% -467 13F-HR Timeline Luminist Capital LLC More: the full row for Luminist Capital LLC 17,328 $1.42M 1.89% +10,213 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 17,204 $1.41M <0.01% -2,475 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 17,082 $1.4M <0.01% -2,001 13F-HR Timeline Group Thrive Capital Management, LLC More: the full row for Thrive Capital Management, LLC 17,031 $1.4M 0.31% +7,902 13F-HR Timeline Nan Shan Life Insurance Co., Ltd. More: the full row for Nan Shan Life Insurance Co., Ltd. 16,888 $1.38M 0.05% 0 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 16,774 $1.38M <0.01% -28,074 13F-HR Timeline Group MontVue Capital Management, Inc. More: the full row for MontVue Capital Management, Inc. 16,738 $1.37M 0.94% -11 13F-HR Timeline FLORIDA FINANCIAL ADVISORS, LLC More: the full row for FLORIDA FINANCIAL ADVISORS, LLC 16,620 $1.36M 0.33% +8,500 13F-HR Timeline Providence First Trust Co More: the full row for Providence First Trust Co 16,610 $1.36M 0.48% +3,254 13F-HR Timeline Madden Advisory Services, Inc. More: the full row for Madden Advisory Services, Inc. 16,573 $1.36M 0.54% +823 13F-HR Timeline Ignite Planners, LLC More: the full row for Ignite Planners, LLC 16,555 $1.36M 0.21% +68 13F-HR Timeline Pine Valley Investments Ltd Liability Co More: the full row for Pine Valley Investments Ltd Liability Co 16,491 $1.35M 0.07% +1,578 13F-HR Timeline Markin Asset Management, LP in group Markin Asset Management, LP More: the full row for Markin Asset Management, LP 16,308 $1.34M 1.47% +935 13F-HR Timeline Group Mill Creek Capital Advisors, LLC More: the full row for Mill Creek Capital Advisors, LLC 16,248 $1.33M 0.03% +49 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 16,241 $1.33M 0.02% -216 13F-HR Timeline PETERSON WEALTH MANAGEMENT More: the full row for PETERSON WEALTH MANAGEMENT 16,218 $1.33M 0.77% -93 13F-HR Timeline Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 16,120 $1.32M +140 Timeline Boltwood Capital Management More: the full row for Boltwood Capital Management 16,102 $1.32M 0.34% +323 13F-HR Timeline Guardian Asset Advisors, LLC More: the full row for Guardian Asset Advisors, LLC 16,052 $1.32M 0.77% new 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 15,970 $1.31M 0.03% -425 13F-HR Timeline Curat Global, LLC More: the full row for Curat Global, LLC 15,746 $1.29M 1.27% +7,439 13F-HR Timeline CALTON & ASSOCIATES, INC. More: the full row for CALTON & ASSOCIATES, INC. 15,743 $1.29M 0.19% +13 13F-HR Timeline Trust Co More: the full row for Trust Co 15,698 $1.29M 0.12% -1,466 13F-HR Timeline PLANNING DIRECTIONS INC More: the full row for PLANNING DIRECTIONS INC 15,687 $1.29M 0.65% +6 13F-HR Timeline RoundAngle Advisors LLC More: the full row for RoundAngle Advisors LLC 15,683 $1.29M 0.96% +233 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 15,644 $1.28M 0.07% -13,108 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 15,636 $1.28M 0.32% -72 13F-HR Timeline Choate Investment Advisors More: the full row for Choate Investment Advisors 15,420 $1.26M 0.02% 0 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 15,409 $1.26M 0.05% -1,066 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 15,392 $1.26M 0.06% +32 13F-HR Timeline Wall Capital Group, Inc. More: the full row for Wall Capital Group, Inc. 15,300 $1.25M 1.34% -1,792 13F-HR Timeline Maridea Wealth Management LLC More: the full row for Maridea Wealth Management LLC 15,274 $1.25M 0.18% -13,443 13F-HR Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 15,264 $1.25M 1.1% +196 13F-HR Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 15,255 $1.25M 0.14% +6,710 13F-HR Timeline Mechanics Bank Trust Department More: the full row for Mechanics Bank Trust Department 15,157 $1.24M 0.17% -223 13F-HR Timeline NEW WAVE WEALTH ADVISORS LLC More: the full row for NEW WAVE WEALTH ADVISORS LLC 15,119 $1.24M 0.43% +3,140 13F-HR Timeline CI INVESTMENTS INC. in group CI INVESTMENTS INC. More: the full row for CI INVESTMENTS INC. 15,000 $1.23M 0.01% new 13F-HR Timeline Group Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 14,990 $1.23M 0.04% -3,308 13F-HR Timeline Cushing Capital Partners, LLC More: the full row for Cushing Capital Partners, LLC 14,983 $1.23M 0.94% -385 13F-HR Timeline Analyst IMS Investment Management Servi… in group Analyst IMS Investment Manage… More: the full row for Analyst IMS Investment Management Services Ltd. 14,930 $1.22M 0.04% 0 13F-HR Timeline Group Weaver Capital Management LLC More: the full row for Weaver Capital Management LLC 14,901 $1.22M 0.27% -5 13F-HR Timeline Colony Family Offices, LLC More: the full row for Colony Family Offices, LLC 14,866 $1.22M 0.3% 0 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 14,827 $1.22M 0.01% -1,876 13F-HR Timeline Redwood Financial Network Corp More: the full row for Redwood Financial Network Corp 14,710 $1.21M 0.79% +525 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 14,681 $1.2M 0.24% -685 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 14,659 $1.2M 0.06% -201 13F-HR Timeline Financial & Tax Architects, LLC More: the full row for Financial & Tax Architects, LLC 14,580 $1.2M 0.27% new 13F-HR Timeline Midwest Financial Group LLC More: the full row for Midwest Financial Group LLC 14,570 $1.19M 0.51% -8 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 14,340 $1.19M 0.04% -842 13F-HR Timeline Cornerstone Capital, Inc. More: the full row for Cornerstone Capital, Inc. 14,480 $1.19M 0.12% +130 13F-HR Timeline Caprock Group, LLC More: the full row for Caprock Group, LLC 14,335 $1.18M 0.03% -711 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 14,256 $1.17M 0.02% -2,726 13F-HR Timeline Group Jackson Hole Capital Partners, LLC More: the full row for Jackson Hole Capital Partners, LLC 14,236 $1.17M 0.19% 0 13F-HR Timeline CIBC Bancorp USA Inc. in group CIBC Bancorp USA Inc. More: the full row for CIBC Bancorp USA Inc. 14,181 $1.16M <0.01% 13F-HR Timeline Group Vertex Investment Solutions Co., Ltd. More: the full row for Vertex Investment Solutions Co., Ltd. 14,100 $1.15M 1.33% +3,400 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 14,000 $1.15M 0.01% -1,065 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 13,997 $1.15M 0.11% -661 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 13,941 $1.14M 0.03% -139 13F-HR Timeline ASHTON THOMAS SECURITIES, LLC More: the full row for ASHTON THOMAS SECURITIES, LLC 13,824 $1.13M 0.14% -320 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 13,809 $1.13M 0.06% -244 13F-HR Timeline JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 13,803 $1.13M 0.01% -508 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 13,753 $1.13M 0.05% -15,781 13F-HR Timeline Talon Private Wealth, LLC More: the full row for Talon Private Wealth, LLC 13,749 $1.13M 0.15% 13F-HR Timeline BFSG, LLC More: the full row for BFSG, LLC 13,631 $1.12M 0.11% -1,604 13F-HR Timeline BANQUE PICTET & CIE SA More: the full row for BANQUE PICTET & CIE SA 13,610 $1.12M 0.01% 0 13F-HR Timeline RiverGlades Family Offices LLC More: the full row for RiverGlades Family Offices LLC 13,520 $1.11M 0.65% 13F-HR Timeline Objective Capital Management, LLC More: the full row for Objective Capital Management, LLC 13,458 $1.1M 1.11% +6 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 13,446 $1.1M 0.06% -4,192 13F-HR Timeline KANAWHA CAPITAL MANAGEMENT LLC More: the full row for KANAWHA CAPITAL MANAGEMENT LLC 13,328 $1.09M 0.08% 0 13F-HR Timeline INTERACTIVE FINANCIAL ADVISORS, INC. More: the full row for INTERACTIVE FINANCIAL ADVISORS, INC. 13,242 $1.09M 0.71% -241 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 13,203 $1.08M 0.02% -544 13F-HR Timeline NCM Capital Management, LLC More: the full row for NCM Capital Management, LLC 13,196 $1.08M 0.39% +9 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 13,170 $1.08M 0.05% +530 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 13,168 $1.08M 0.16% -215 13F-HR Timeline McKinley Carter Wealth Services, Inc. More: the full row for McKinley Carter Wealth Services, Inc. 13,150 $1.08M 0.06% -2,159 13F-HR Timeline PCG ASSET MANAGEMENT, LLC More: the full row for PCG ASSET MANAGEMENT, LLC 13,042 $1.07M 0.85% +99 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 12,958 $1.06M 0.01% -1,818 13F-HR Timeline Group Manhattan West Asset Management, LLC More: the full row for Manhattan West Asset Management, LLC 12,916 $1.06M 0.21% -1,286 13F-HR Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 12,899 $1.06M 0.05% -25,781 13F-HR Timeline Diversify Advisory Services, LLC group of 2 filers holding More: the full row for Diversify Advisory Services, LLC 12,727 $1.06M -36 Timeline Purus Wealth Management, LLC More: the full row for Purus Wealth Management, LLC 12,868 $1.05M 0.34% +319 13F-HR Timeline RDA Financial Network More: the full row for RDA Financial Network 12,833 $1.05M 0.26% -78 13F-HR Timeline ROCKLAND TRUST CO More: the full row for ROCKLAND TRUST CO 12,824 $1.05M 0.04% +2,715 13F-HR Timeline OKABENA INVESTMENT SERVICES INC More: the full row for OKABENA INVESTMENT SERVICES INC 12,814 $1.05M 0.2% +316 13F-HR Timeline Harel Insurance Investments & Financial… in group Harel Insurance Investments &… More: the full row for Harel Insurance Investments & Financial Services Ltd. 12,651 $1.03M 0.01% +162 13F-HR Timeline Group Clear Street Group Inc. in group Clear Street Group Inc. More: the full row for Clear Street Group Inc. 12,500 $1.02M 0.01% new 13F-HR Timeline Group Mission Creek Capital Partners, Inc. More: the full row for Mission Creek Capital Partners, Inc. 12,477 $1.02M 0.2% +353 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 12,465 $1.02M 0.08% -7,621 13F-HR Timeline Windsor Capital Management, LLC More: the full row for Windsor Capital Management, LLC 12,433 $1.02M 0.29% -231 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 12,331 $1.01M 0.01% +223 13F-HR Timeline Group DARA CAPITAL US, INC. More: the full row for DARA CAPITAL US, INC. 12,130 $994K 0.94% 0 13F-HR Timeline Provida Pension Fund Administrator More: the full row for Provida Pension Fund Administrator 11,905 $976K 0.02% 0 13F-HR Timeline Summit Trail Advisors, LLC More: the full row for Summit Trail Advisors, LLC 11,853 $972K 0.01% +161 13F-HR Timeline Investment Management Trust, LLC More: the full row for Investment Management Trust, LLC 11,843 $971K 0.95% 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 11,781 $965K 0.03% +76 13F-HR Timeline Group Cullen Capital Management, LLC More: the full row for Cullen Capital Management, LLC 11,703 $959K 0.01% -449,539 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 11,662 $956K 0.1% 0 13F-HR Timeline Savior LLC More: the full row for Savior LLC 11,541 $946K 3.38% new 13F-HR Timeline REDSTONE WEALTH MANAGEMENT, LLC More: the full row for REDSTONE WEALTH MANAGEMENT, LLC 11,533 $945K 0.75% -1,136 13F-HR Timeline Providence Capital Advisors, LLC More: the full row for Providence Capital Advisors, LLC 11,517 $944K 0.15% +315 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 11,510 $944K 0.08% -15,640 13F-HR Timeline Group Narus Financial Partners, LLC More: the full row for Narus Financial Partners, LLC 11,509 $943K 0.25% +1,676 13F-HR Timeline Nikulski Financial, Inc. More: the full row for Nikulski Financial, Inc. 11,503 $943K 0.23% -1,924 13F-HR Timeline Mirae Asset Global Investments Co., Ltd. group of 2 filers holding More: the full row for Mirae Asset Global Investments Co., Ltd. 11,480 $941K +5,615 Timeline OneAscent Financial Services LLC in group OneAscent Financial Services … More: the full row for OneAscent Financial Services LLC 11,408 $935K 0.05% new 13F-HR Timeline Group O'ROURKE & COMPANY, Inc More: the full row for O'ROURKE & COMPANY, Inc 11,389 $934K 0.37% -307 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 11,377 $933K 0.04% +266 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 11,342 $930K 0.01% +275 13F-HR Timeline Group MONETARY MANAGEMENT GROUP INC More: the full row for MONETARY MANAGEMENT GROUP INC 11,310 $927K 0.22% +500 13F-HR Timeline Telos Capital Management, Inc. More: the full row for Telos Capital Management, Inc. 11,275 $924K 0.09% +660 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 11,180 $917K <0.01% +937 13F-HR Timeline Keebeck Wealth Management More: the full row for Keebeck Wealth Management 11,178 $916K 0.1% 0 13F-HR Timeline South Shore Capital Advisors More: the full row for South Shore Capital Advisors 11,155 $914K 0.67% -215 13F-HR Timeline Waldron Private Wealth LLC More: the full row for Waldron Private Wealth LLC 11,059 $907K 0.04% 0 13F-HR Timeline Gradient Capital Advisors, LLC More: the full row for Gradient Capital Advisors, LLC 11,055 $906K 0.23% +2 13F-HR Timeline Asset Allocation Strategies LLC More: the full row for Asset Allocation Strategies LLC 11,043 $905K 0.16% +3,195 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 11,099 $904K 0.06% -117 13F-HR Timeline Richard W. Paul & Associates, LLC More: the full row for Richard W. Paul & Associates, LLC 10,968 $899K 0.3% -404 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 10,900 $894K 0.02% +1,150 13F-HR Timeline GenTrust, LLC More: the full row for GenTrust, LLC 10,863 $891K 0.04% new 13F-HR Timeline Burford Brothers, Inc. More: the full row for Burford Brothers, Inc. 10,838 $888K 0.36% -1,392 13F-HR Timeline PW Nova Financial Services LLC More: the full row for PW Nova Financial Services LLC 10,790 $885K 0.22% new 13F-HR Timeline Fulcrum Equity Management More: the full row for Fulcrum Equity Management 10,783 $884K 0.86% new 13F-HR Timeline Entelevest, LLC More: the full row for Entelevest, LLC 10,756 $882K 0.91% -9,864 13F-HR Timeline SPRENG CAPITAL MANAGEMENT, INC. More: the full row for SPRENG CAPITAL MANAGEMENT, INC. 10,750 $881K 0.42% -365 13F-HR Timeline Ascentis Wealth Management, LLC group of 2 filers holding More: the full row for Ascentis Wealth Management, LLC 10,718 $879K +2,893 Timeline ARS Investment Partners, LLC More: the full row for ARS Investment Partners, LLC 10,660 $874K 0.05% -2,566 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 10,644 $873K 0.02% +7,059 13F-HR Timeline FIRST MANHATTAN CO. LLC. More: the full row for FIRST MANHATTAN CO. LLC. 10,559 $866K <0.01% 0 13F-HR Timeline MTM Investment Management, LLC More: the full row for MTM Investment Management, LLC 10,483 $859K 0.27% +3 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 10,454 $857K 0.02% +7,457 13F-HR/A Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 10,090 $851K 0.07% -711 13F-HR Timeline ALTERNA WEALTH MANAGEMENT, INC More: the full row for ALTERNA WEALTH MANAGEMENT, INC 10,376 $851K 0.64% +2,792 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 10,363 $850K 0.04% +3,091 13F-HR Timeline Jackson, Grant Investment Advisers, Inc. More: the full row for Jackson, Grant Investment Advisers, Inc. 10,329 $847K 0.28% -326 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 10,313 $845K 0.07% -174 13F-HR Timeline Timothy G. Youngquist 2020 Irrevocable … More: the full row for Timothy G. 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