DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 12,087 $3.24M 0.06% +69 13F-HR Timeline PARR MCKNIGHT WEALTH MANAGEMENT GROUP, … More: the full row for PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC 12,083 $3.24M 0.43% -5,452 13F-HR Timeline GREAT LAKES ADVISORS, LLC More: the full row for GREAT LAKES ADVISORS, LLC 12,060 $3.24M 0.03% -311 13F-HR Timeline Loudon Investment Management, LLC More: the full row for Loudon Investment Management, LLC 11,997 $3.22M 1.68% new 13F-HR Timeline CenterBook Partners LP More: the full row for CenterBook Partners LP 11,967 $3.21M 0.16% -7,089 13F-HR Timeline Point72 Asset Management, L.P. in group Point72 Asset Management, L.P. More: the full row for Point72 Asset Management, L.P. 11,942 $3.2M 0.01% new 13F-HR Timeline Group BankPlus Trust Department group of 2 filers holding More: the full row for BankPlus Trust Department 11,892 $3.19M +105 Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 11,860 $3.18M 0.16% +3,050 13F-HR Timeline Sierra Legacy Group More: the full row for Sierra Legacy Group 11,860 $3.18M 2.34% +845 13F-HR Timeline SPIREPOINT PRIVATE CLIENT, LLC More: the full row for SPIREPOINT PRIVATE CLIENT, LLC 11,841 $3.18M 0.3% -34 13F-HR Timeline SWS Partners More: the full row for SWS Partners 11,838 $3.18M 0.77% +1,376 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 11,834 $3.18M 0.06% -645 13F-HR Timeline Kendall Capital Management More: the full row for Kendall Capital Management 11,814 $3.17M 0.66% +4,484 13F-HR Timeline Cypress Capital Group in group Cypress Capital Group More: the full row for Cypress Capital Group 11,804 $3.17M 0.35% +179 13F-HR Timeline Group LOUISBOURG INVESTMENTS INC. More: the full row for LOUISBOURG INVESTMENTS INC. 15,196 $3.16M 0.63% -164 13F-HR Timeline Banque Transatlantique SA in group Banque Transatlantique SA More: the full row for Banque Transatlantique SA 11,672 $3.14M 0.08% -668 13F-HR/A Timeline Group Employees Provident Fund Board More: the full row for Employees Provident Fund Board 11,582 $3.11M 0.02% -4,223 13F-HR Timeline Brown Miller Wealth Management, LLC More: the full row for Brown Miller Wealth Management, LLC 11,558 $3.1M 0.86% +1,040 13F-HR Timeline SCHULHOFF & CO INC More: the full row for SCHULHOFF & CO INC 11,532 $3.09M 1.3% -341 13F-HR Timeline JOURNEY RETIREMENT PLANNING & INVESTMEN… More: the full row for JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC 11,412 $3.06M 0.63% 13F-HR Timeline Stiles Financial Services Inc More: the full row for Stiles Financial Services Inc 11,383 $3.05M 0.94% +2,107 13F-HR Timeline JT Stratford LLC More: the full row for JT Stratford LLC 11,332 $3.04M 0.39% new 13F-HR Timeline TCW GROUP INC in group TCW GROUP INC More: the full row for TCW GROUP INC 11,287 $3.03M 0.02% new 13F-HR Timeline Group IFP Advisors, Inc More: the full row for IFP Advisors, Inc 11,226 $3.01M 0.07% -804 13F-HR Timeline OSSIAM More: the full row for OSSIAM 11,193 $3M 0.06% -247 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 11,177 $3M 0.14% +247 13F-HR Timeline CWC Advisors, LLC. More: the full row for CWC Advisors, LLC. 11,088 $2.97M 1.44% -121 13F-HR Timeline JB Capital LLC More: the full row for JB Capital LLC 11,077 $2.97M 0.12% new 13F-HR Timeline Alliance Wealth Advisors, LLC /UT More: the full row for Alliance Wealth Advisors, LLC /UT 11,069 $2.97M 0.64% -6,675 13F-HR Timeline Phoenix Financial Ltd. in group Phoenix Financial Ltd. More: the full row for Phoenix Financial Ltd. 10,963 $2.94M 0.03% +1,365 13F-HR Timeline Group Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 10,911 $2.93M 1.73% -84 13F-HR Timeline Cadence Bank More: the full row for Cadence Bank 10,863 $2.91M 0.17% -176 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 10,845 $2.91M 0.24% 0 13F-HR Timeline McKinley Carter Wealth Services, Inc. More: the full row for McKinley Carter Wealth Services, Inc. 10,802 $2.9M 0.16% -349 13F-HR Timeline PITTENGER & ANDERSON INC More: the full row for PITTENGER & ANDERSON INC 10,802 $2.9M 0.11% -27,854 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 10,799 $2.9M 0.04% -15,872 13F-HR Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 10,768 $2.89M 0.13% +1,565 13F-HR Timeline Brookmont Capital Management More: the full row for Brookmont Capital Management 10,751 $2.88M 1.67% 0 13F-HR Timeline Fideuram Asset Management (Ireland) dac More: the full row for Fideuram Asset Management (Ireland) dac 8,684 $2.88M 0.23% 13F-HR Timeline Badgley Phelps Wealth Managers, LLC More: the full row for Badgley Phelps Wealth Managers, LLC 10,717 $2.88M 0.05% -53 13F-HR Timeline BANK OF NOVA SCOTIA group of 2 filers holding More: the full row for BANK OF NOVA SCOTIA 10,696 $2.87M -253 Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 10,687 $2.87M 0.08% +1,318 13F-HR Timeline Integras Partners LLC More: the full row for Integras Partners LLC 10,596 $2.84M 2.3% new 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 10,592 $2.84M 0.27% +5 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 10,553 $2.83M 0.06% +202 13F-HR Timeline C WorldWide Group Holding A/S in group C WorldWide Group Holding A/S More: the full row for C WorldWide Group Holding A/S 10,543 $2.83M 0.05% -3,922 13F-HR Timeline Group Banco de Sabadell, S.A More: the full row for Banco de Sabadell, S.A 10,533 $2.83M 1.84% -725 13F-HR Timeline Fulton Bank, N.A. More: the full row for Fulton Bank, N.A. 10,432 $2.8M 0.1% -915 13F-HR Timeline Cordatus Wealth Management LLC More: the full row for Cordatus Wealth Management LLC 10,423 $2.8M 0.65% +825 13F-HR Timeline TWIN CAPITAL MANAGEMENT INC More: the full row for TWIN CAPITAL MANAGEMENT INC 10,378 $2.78M 0.35% -361 13F-HR Timeline Atala Financial Inc More: the full row for Atala Financial Inc 10,322 $2.77M 1.77% -1,249 13F-HR Timeline Freedom Day Solutions, LLC More: the full row for Freedom Day Solutions, LLC 10,282 $2.76M 0.75% +387 13F-HR Timeline Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 10,230 $2.74M 0.07% +1,064 13F-HR Timeline Group MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 10,184 $2.73M 0.06% +1,359 13F-HR Timeline Bollard Group LLC More: the full row for Bollard Group LLC 10,160 $2.73M 0.07% -141 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 10,141 $2.72M 0.02% +3,107 13F-HR Timeline Group MARCO INVESTMENT MANAGEMENT LLC More: the full row for MARCO INVESTMENT MANAGEMENT LLC 10,138 $2.72M 0.2% 0 13F-HR Timeline Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 10,033 $2.69M 0.09% +1,572 13F-HR Timeline NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 10,008 $2.69M 0.26% -1,411 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 9,912 $2.66M 0.26% +375 13F-HR Timeline Baldwin Investment Management, LLC More: the full row for Baldwin Investment Management, LLC 9,899 $2.66M 0.3% -730 13F-HR Timeline ADVISORY RESEARCH INC More: the full row for ADVISORY RESEARCH INC 9,898 $2.66M 0.33% -1,127 13F-HR Timeline Great Diamond Partners, LLC More: the full row for Great Diamond Partners, LLC 9,867 $2.65M 0.51% -787 13F-HR Timeline Harbour Trust & Investment Management Co More: the full row for Harbour Trust & Investment Management Co 9,850 $2.64M 0.27% -630 13F-HR Timeline Meeder Advisory Services, Inc. group of 2 filers holding More: the full row for Meeder Advisory Services, Inc. 9,827 $2.64M -334 Timeline Centric Wealth Management More: the full row for Centric Wealth Management 9,874 $2.63M 0.56% +183 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 9,803 $2.63M 0.05% +3,057 13F-HR Timeline NovaPoint Capital, LLC More: the full row for NovaPoint Capital, LLC 9,758 $2.62M 0.67% -1,065 13F-HR Timeline Hollow Brook Wealth Management LLC More: the full row for Hollow Brook Wealth Management LLC 9,733 $2.61M 0.68% -1,238 13F-HR Timeline SHEETS SMITH WEALTH MANAGEMENT More: the full row for SHEETS SMITH WEALTH MANAGEMENT 9,688 $2.6M 0.29% -1,798 13F-HR Timeline Claro Advisors Inc. More: the full row for Claro Advisors Inc. 9,612 $2.58M 0.35% +231 13F-HR Timeline Empirical Financial Services, LLC d.b.a… More: the full row for Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 9,577 $2.57M 0.05% -1,169 13F-HR Timeline TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV More: the full row for TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV 9,563 $2.57M 0.9% -262 13F-HR Timeline Te Ahumairangi Investment Management Ltd More: the full row for Te Ahumairangi Investment Management Ltd 9,524 $2.56M 0.46% -900 13F-HR Timeline Interval Partners, LP More: the full row for Interval Partners, LP 9,514 $2.55M 0.06% -1,486 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 9,422 $2.53M 0.17% +2,249 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 9,410 $2.52M 0.08% +832 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 9,403 $2.52M 0.07% +1,745 13F-HR Timeline PROFUND ADVISORS LLC More: the full row for PROFUND ADVISORS LLC 9,400 $2.52M 0.08% -1,234 13F-HR Timeline HRT FINANCIAL LP More: the full row for HRT FINANCIAL LP 9,399 $2.52M 0.01% new 13F-HR Timeline Americana Partners, LLC More: the full row for Americana Partners, LLC 9,276 $2.49M 0.07% +3,831 13F-HR Timeline HOHIMER WEALTH MANAGEMENT, LLC More: the full row for HOHIMER WEALTH MANAGEMENT, LLC 9,264 $2.49M 0.33% -3,318 13F-HR Timeline MANNING & NAPIER ADVISORS LLC More: the full row for MANNING & NAPIER ADVISORS LLC 9,191 $2.48M 0.03% +3,329 13F-HR Timeline Relyea Zuckerberg Hanson LLC More: the full row for Relyea Zuckerberg Hanson LLC 9,243 $2.48M 0.25% +478 13F-HR Timeline TOUNJIAN ADVISORY PARTNERS, LLC More: the full row for TOUNJIAN ADVISORY PARTNERS, LLC 9,224 $2.47M 0.84% new 13F-HR Timeline Legato Capital Management LLC More: the full row for Legato Capital Management LLC 9,200 $2.47M 0.21% -7,784 13F-HR Timeline Suncoast Equity Management More: the full row for Suncoast Equity Management 9,189 $2.47M 0.25% -5 13F-HR/A Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 9,104 $2.44M 0.05% +337 13F-HR Timeline DDD Partners, LLC More: the full row for DDD Partners, LLC 9,090 $2.44M 0.16% new 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 9,048 $2.43M 0.16% +2,762 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 9,047 $2.43M 0.03% -26,891 13F-HR Timeline RBA Wealth Management, LLC More: the full row for RBA Wealth Management, LLC 9,045 $2.43M 0.82% -949 13F-HR Timeline Ally Financial Inc. in group Ally Financial Inc. More: the full row for Ally Financial Inc. 9,000 $2.41M 0.29% 0 13F-HR Timeline Group Inscription Capital, LLC More: the full row for Inscription Capital, LLC 8,970 $2.41M 0.25% -1,046 13F-HR Timeline Essex Financial Services, Inc. group of 2 filers holding More: the full row for Essex Financial Services, Inc. 8,957 $2.4M +994 Timeline MONEY CONCEPTS CAPITAL CORP More: the full row for MONEY CONCEPTS CAPITAL CORP 8,908 $2.39M 0.13% -35 13F-HR Timeline SS&H Financial Advisors, Inc. More: the full row for SS&H Financial Advisors, Inc. 8,898 $2.39M 0.7% -50 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 8,740 $2.36M 0.09% +422 13F-HR Timeline Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 8,795 $2.36M 0.15% +658 13F-HR Timeline KANAWHA CAPITAL MANAGEMENT LLC More: the full row for KANAWHA CAPITAL MANAGEMENT LLC 8,756 $2.35M 0.16% -2 13F-HR Timeline Tudor Financial Inc. More: the full row for Tudor Financial Inc. 8,700 $2.33M 1.19% new 13F-HR Timeline WRIGHT INVESTORS SERVICE INC More: the full row for WRIGHT INVESTORS SERVICE INC 8,676 $2.33M 0.7% +1,091 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Chicago Capital, LLC More: the full row for Chicago Capital, LLC 8,662 $2.32M 0.06% +409 13F-HR Timeline Legacy Capital Group California, Inc. More: the full row for Legacy Capital Group California, Inc. 8,656 $2.32M 0.56% +190 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 8,653 $2.32M 0.03% -2,728 13F-HR Timeline AXS Investments LLC More: the full row for AXS Investments LLC 8,623 $2.31M 0.8% -178 13F-HR/A Timeline LYNX CAPITAL GROUP LTD /ADV More: the full row for LYNX CAPITAL GROUP LTD /ADV 8,596 $2.31M 1.06% -7 13F-HR Timeline Strengthening Families & Communities, L… More: the full row for Strengthening Families & Communities, LLC 8,571 $2.3M 0.82% +416 13F-HR Timeline WALLED LAKE PLANNING & WEALTH MANAGEMEN… More: the full row for WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC 8,566 $2.3M 0.73% +76 13F-HR Timeline Oak Thistle LLC More: the full row for Oak Thistle LLC 8,510 $2.28M 0.32% new 13F-HR Timeline Alpha Omega Wealth Management LLC More: the full row for Alpha Omega Wealth Management LLC 8,486 $2.28M 0.38% +609 13F-HR Timeline Councilmark Asset Management, LLC More: the full row for Councilmark Asset Management, LLC 8,387 $2.25M 1.26% -127 13F-HR Timeline TRUST CO OF OKLAHOMA More: the full row for TRUST CO OF OKLAHOMA 8,375 $2.25M 0.66% -2,447 13F-HR Timeline HANCOCK WHITNEY CORP More: the full row for HANCOCK WHITNEY CORP 8,297 $2.23M 0.04% -2,807 13F-HR Timeline WESBANCO BANK INC More: the full row for WESBANCO BANK INC 8,288 $2.22M 0.06% -775 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 8,222 $2.21M 0.03% +1,558 13F-HR Timeline Perpetual Ltd in group Perpetual Ltd More: the full row for Perpetual Ltd 8,215 $2.2M 0.03% -188 13F-HR Timeline Group Palumbo Wealth Management LLC More: the full row for Palumbo Wealth Management LLC 8,155 $2.19M 0.54% -2,741 13F-HR Timeline Argo Wealth Advisory, LLC More: the full row for Argo Wealth Advisory, LLC 8,134 $2.18M 1.31% 13F-HR Timeline Lester Murray Antman dba SimplyRich More: the full row for Lester Murray Antman dba SimplyRich 8,088 $2.17M 0.57% 0 13F-HR Timeline Empower Advisory Group, LLC in group Empower Annuity Insurance Co … More: the full row for Empower Advisory Group, LLC 8,065 $2.16M 0.01% +3,715 13F-HR Timeline Group Marathon Wealth Advisors LLC More: the full row for Marathon Wealth Advisors LLC 8,035 $2.16M 0.86% 13F-HR Timeline GROUPAMA ASSET MANAGMENT More: the full row for GROUPAMA ASSET MANAGMENT 8,000 $2.15M 0.03% -598 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 7,991 $2.14M 0.12% +243 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 7,989 $2.14M 0.02% +320 13F-HR Timeline Krilogy Financial LLC More: the full row for Krilogy Financial LLC 7,583 $2.13M 0.07% +2,043 13F-HR Timeline WBI INVESTMENTS, LLC in group WBI INVESTMENTS, LLC More: the full row for WBI INVESTMENTS, LLC 7,927 $2.13M 0.55% new 13F-HR Timeline Group SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 7,922 $2.13M 0.11% +1,816 13F-HR Timeline Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 7,870 $2.11M -134 Timeline Cache Advisors, LLC More: the full row for Cache Advisors, LLC 7,844 $2.1M 0.26% 0 13F-HR Timeline CONSCIOUS WEALTH INVESTMENTS, LLC More: the full row for CONSCIOUS WEALTH INVESTMENTS, LLC 8,986 $2.1M 1.26% -2,898 13F-HR Timeline Strategic Global Advisors, LLC More: the full row for Strategic Global Advisors, LLC 7,807 $2.09M 0.32% -330 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 7,787 $2.09M 0.16% +898 13F-HR Timeline Peachtree Investment Partners, LLC More: the full row for Peachtree Investment Partners, LLC 7,767 $2.08M 0.69% -918 13F-HR Timeline Wellington Shields Capital Management, … group of 2 filers holding More: the full row for Wellington Shields Capital Management, LLC 7,748 $2.08M -195 Timeline PFW Advisors LLC More: the full row for PFW Advisors LLC 7,747 $2.08M 0.63% -39 13F-HR Timeline 44 WEALTH MANAGEMENT LLC More: the full row for 44 WEALTH MANAGEMENT LLC 7,742 $2.08M 0.7% -144 13F-HR Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 7,707 $2.07M 0.05% -73 13F-HR Timeline TICINO WEALTH More: the full row for TICINO WEALTH 7,653 $2.05M 0.76% 13F-HR Timeline Procyon Advisors, LLC More: the full row for Procyon Advisors, LLC 7,611 $2.04M 0.1% -303 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 7,609 $2.04M 0.04% +2,065 13F-HR Timeline Neumann Capital Management, LLC More: the full row for Neumann Capital Management, LLC 7,572 $2.03M 0.59% +200 13F-HR Timeline Trueblood Wealth Management, LLC More: the full row for Trueblood Wealth Management, LLC 7,565 $2.03M 0.79% -1,102 13F-HR Timeline Texas Bank & Trust Co More: the full row for Texas Bank & Trust Co 7,529 $2.02M 0.73% +147 13F-HR Timeline NORTHCAPE WEALTH MANAGEMENT, LLC More: the full row for NORTHCAPE WEALTH MANAGEMENT, LLC 7,519 $2.02M 0.57% -1,864 13F-HR Timeline Broyhill Asset Management, LLC More: the full row for Broyhill Asset Management, LLC 7,504 $2.01M 1.77% new 13F-HR Timeline DARK FOREST CAPITAL MANAGEMENT LP More: the full row for DARK FOREST CAPITAL MANAGEMENT LP 7,418 $1.99M 0.09% new 13F-HR Timeline Banco BTG Pactual S.A. More: the full row for Banco BTG Pactual S.A. 7,400 $1.99M 0.35% new 13F-HR Timeline Peloton Wealth Strategists More: the full row for Peloton Wealth Strategists 7,398 $1.99M 0.77% +2,155 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 7,395 $1.98M 0.04% -303 13F-HR Timeline Long Road Investment Counsel, LLC More: the full row for Long Road Investment Counsel, LLC 7,375 $1.98M 0.75% +280 13F-HR Timeline Peak Retirement Planning, Inc. More: the full row for Peak Retirement Planning, Inc. 7,322 $1.96M 0.46% new 13F-HR Timeline MOKAN Wealth Management Inc. More: the full row for MOKAN Wealth Management Inc. 7,322 $1.96M 0.87% +2,192 13F-HR Timeline LIGHTHOUSE FINANCIAL SERVICES INC /ADV More: the full row for LIGHTHOUSE FINANCIAL SERVICES INC /ADV 7,320 $1.96M 0.45% 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 7,306 $1.96M 0.09% +3,903 13F-HR Timeline MCDONALD PARTNERS LLC More: the full row for MCDONALD PARTNERS LLC 7,281 $1.95M 0.62% -1,487 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 7,254 $1.95M 0.1% +106 13F-HR Timeline BFSG, LLC More: the full row for BFSG, LLC 7,224 $1.94M 0.19% -1,573 13F-HR Timeline IAMS WEALTH MANAGEMENT, LLC More: the full row for IAMS WEALTH MANAGEMENT, LLC 7,214 $1.94M 0.7% -1,178 13F-HR Timeline Beacon Bank & Trust More: the full row for Beacon Bank & Trust 7,208 $1.93M 0.39% -574 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 7,169 $1.92M 0.06% -10,533 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 7,145 $1.92M 0.24% -354 13F-HR Timeline Edge Financial Advisors LLC More: the full row for Edge Financial Advisors LLC 3,569 $1.92M 0.81% +28 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 7,083 $1.9M 0.26% +2,347 13F-HR Timeline MOODY LYNN LIEBERSON & WALKER, LLC More: the full row for MOODY LYNN LIEBERSON & WALKER, LLC 7,076 $1.9M 0.1% -2 13F-HR Timeline Bulltick Wealth Management, LLC More: the full row for Bulltick Wealth Management, LLC 7,054 $1.89M 0.4% 0 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 7,013 $1.88M 0.04% -1,922 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 6,964 $1.87M 0.06% -760 13F-HR Timeline Portfolio Design Labs, LLC More: the full row for Portfolio Design Labs, LLC 6,945 $1.86M 0.31% +106 13F-HR Timeline Trust Asset Management LLC More: the full row for Trust Asset Management LLC 6,937 $1.86M 0.13% -260 13F-HR Timeline Engineers Gate Manager LP More: the full row for Engineers Gate Manager LP 6,908 $1.85M 0.02% -7,175 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 6,897 $1.85M 0.17% -7,582 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 6,896 $1.85M 0.2% -981 13F-HR Timeline AMG National Trust Bank More: the full row for AMG National Trust Bank 6,888 $1.85M 0.04% +3,656 13F-HR Timeline Nicholson Wealth Management Group, LLC More: the full row for Nicholson Wealth Management Group, LLC 6,882 $1.85M 1.08% +837 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 6,877 $1.85M 0.04% +1,236 13F-HR Timeline AZZAD ASSET MANAGEMENT INC /ADV More: the full row for AZZAD ASSET MANAGEMENT INC /ADV 6,866 $1.84M 0.18% -174 13F-HR Timeline Center for Wealth Management Advisory More: the full row for Center for Wealth Management Advisory 6,834 $1.83M 1.35% 13F-HR Timeline CIM, LLC More: the full row for CIM, LLC 6,828 $1.83M 0.24% -63 13F-HR Timeline Cambridge Advisors Inc. More: the full row for Cambridge Advisors Inc. 6,825 $1.83M 0.35% -1,205 13F-HR Timeline FIRST FINANCIAL BANK - TRUST DIVISION More: the full row for FIRST FINANCIAL BANK - TRUST DIVISION 6,801 $1.82M 0.15% -9,155 13F-HR Timeline Cohen Klingenstein LLC More: the full row for Cohen Klingenstein LLC 6,800 $1.82M 0.06% 0 13F-HR Timeline GFG Capital, LLC More: the full row for GFG Capital, LLC 6,797 $1.82M 0.65% -2,713 13F-HR Timeline Lantz Financial LLC More: the full row for Lantz Financial LLC 6,776 $1.82M 0.38% +1,830 13F-HR Timeline PRECEDENT WEALTH PARTNERS, LLC More: the full row for PRECEDENT WEALTH PARTNERS, LLC 6,771 $1.82M 0.38% +46 13F-HR Timeline EVOLVE PRIVATE WEALTH, LLC More: the full row for EVOLVE PRIVATE WEALTH, LLC 6,768 $1.82M 0.11% 13F-HR Timeline EQUITABLE TRUST CO More: the full row for EQUITABLE TRUST CO 6,745 $1.81M 0.08% -808 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 6,714 $1.8M 0.08% -913 13F-HR Timeline Tradition Wealth Management, LLC More: the full row for Tradition Wealth Management, LLC 6,690 $1.79M 0.13% -1,290 13F-HR Timeline FERGUSON WELLMAN CAPITAL MANAGEMENT, INC More: the full row for FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 6,672 $1.79M 0.03% -77,758 13F-HR Timeline Texas Yale Capital Corp. 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