Zions Bancorporation, N.A. More: the full row for Zions Bancorporation, N.A. 5,715 $1.21M 0.08% +1,644 13F-HR Timeline IAMS WEALTH MANAGEMENT, LLC More: the full row for IAMS WEALTH MANAGEMENT, LLC 5,698 $1.21M 0.55% +125 13F-HR Timeline Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 5,695 $1.21M 0.16% +536 13F-HR Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 5,637 $1.2M 0.1% -27 13F-HR Timeline ALPS ADVISORS INC in group ALPS ADVISORS INC More: the full row for ALPS ADVISORS INC 5,628 $1.2M 0.01% -18 13F-HR Timeline Group PFW Advisors LLC More: the full row for PFW Advisors LLC 5,612 $1.19M 0.37% 13F-HR Timeline Elevate Capital Advisors, LLC More: the full row for Elevate Capital Advisors, LLC 5,599 $1.19M 1.05% 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 5,594 $1.19M 0.12% -200 13F-HR Timeline Banco Santander, S.A. in group Banco Santander, S.A. More: the full row for Banco Santander, S.A. 5,568 $1.18M 0.01% +989 13F-HR Timeline Group Applied Finance Capital Management, LLC More: the full row for Applied Finance Capital Management, LLC 5,555 $1.18M 0.05% 0 13F-HR Timeline US Asset Management LLC More: the full row for US Asset Management LLC 5,500 $1.17M 1.05% -65 13F-HR Timeline Green Alpha Advisors, LLC More: the full row for Green Alpha Advisors, LLC 5,482 $1.16M 0.93% +2 13F-HR Timeline Sharkey, Howes & Javer More: the full row for Sharkey, Howes & Javer 5,456 $1.16M 0.16% 0 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 5,447 $1.16M 0.01% +46 13F-HR Timeline SHEETS SMITH WEALTH MANAGEMENT More: the full row for SHEETS SMITH WEALTH MANAGEMENT 5,440 $1.16M 0.14% -100 13F-HR Timeline HERITAGE INVESTORS MANAGEMENT CORP More: the full row for HERITAGE INVESTORS MANAGEMENT CORP 5,401 $1.15M 0.04% +313 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 5,398 $1.15M 0.02% +82 13F-HR Timeline Group Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 5,377 $1.14M 0.11% -475 13F-HR Timeline Group KING LUTHER CAPITAL MANAGEMENT CORP More: the full row for KING LUTHER CAPITAL MANAGEMENT CORP 5,374 $1.14M <0.01% 0 13F-HR Timeline Fiduciary Group, LLC More: the full row for Fiduciary Group, LLC 5,364 $1.14M 0.11% +1,248 13F-HR Timeline First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 5,337 $1.13M 0.03% +463 13F-HR Timeline SAXON INTERESTS, INC. More: the full row for SAXON INTERESTS, INC. 5,280 $1.12M 0.49% +593 13F-HR Timeline Lindbrook Capital, LLC More: the full row for Lindbrook Capital, LLC 5,243 $1.11M 0.1% +65 13F-HR Timeline Baron Wealth Management LLC More: the full row for Baron Wealth Management LLC 5,237 $1.11M 0.52% +403 13F-HR Timeline PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV More: the full row for PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV 5,223 $1.11M 0.38% +14 13F-HR Timeline Davis Investment Partners, LLC More: the full row for Davis Investment Partners, LLC 5,225 $1.11M 0.47% 0 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 5,169 $1.1M 0.09% +3,013 13F-HR Timeline FIRST HAWAIIAN BANK in group FIRST HAWAIIAN BANK More: the full row for FIRST HAWAIIAN BANK 5,143 $1.09M 0.04% -864 13F-HR Timeline Group 1832 Asset Management L.P. More: the full row for 1832 Asset Management L.P. 5,113 $1.09M <0.01% 0 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 5,074 $1.08M 0.19% -24 13F-HR Timeline Group Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 5,072 $1.08M 0.01% -177 13F-HR Timeline Graypoint LLC More: the full row for Graypoint LLC 5,067 $1.08M 0.07% +209 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 5,051 $1.07M 0.03% +1,641 13F-HR Timeline Unique Wealth Strategies, LLC More: the full row for Unique Wealth Strategies, LLC 5,044 $1.07M 0.47% -121 13F-HR Timeline CRUX WEALTH ADVISORS More: the full row for CRUX WEALTH ADVISORS 5,043 $1.07M 0.6% 13F-HR Timeline Y-Intercept (Hong Kong) Ltd More: the full row for Y-Intercept (Hong Kong) Ltd 5,029 $1.07M 0.07% new 13F-HR Timeline Lebenthal Global Advisors, LLC in group Lebenthal Global Advisors, LLC More: the full row for Lebenthal Global Advisors, LLC 5,022 $1.07M 0.19% +616 13F-HR Timeline Group VIRTUS ADVISERS, LLC in group Virtus Investment Advisers, L… More: the full row for VIRTUS ADVISERS, LLC 5,005 $1.06M 0.43% +1,095 13F-HR Timeline Group POTOMAC FUND MANAGEMENT INC /ADV More: the full row for POTOMAC FUND MANAGEMENT INC /ADV 5,003 $1.06M 0.06% 13F-HR/A Timeline Cordgrass Capital Advisors, LLC More: the full row for Cordgrass Capital Advisors, LLC 4,979 $1.06M 0.31% -127 13F-HR Timeline SevenBridge Financial Group, LLC More: the full row for SevenBridge Financial Group, LLC 5,181 $1.05M 0.2% -89 13F-HR Timeline Harbor Group, Inc. More: the full row for Harbor Group, Inc. 4,894 $1.04M 0.23% 0 13F-HR Timeline EXENCIAL WEALTH ADVISORS, LLC More: the full row for EXENCIAL WEALTH ADVISORS, LLC 4,868 $1.03M 0.04% +3,094 13F-HR Timeline CX Institutional More: the full row for CX Institutional 4,862 $1.03M 0.04% -47 13F-HR Timeline TRUSTMARK BANK TRUST DEPARTMENT More: the full row for TRUSTMARK BANK TRUST DEPARTMENT 4,810 $1.02M 0.08% -187 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 4,808 $1.02M 0.03% -10 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 4,802 $1.02M 0.05% -25 13F-HR Timeline Motiv8 Investments LLC More: the full row for Motiv8 Investments LLC 4,772 $1.01M 0.71% +1,566 13F-HR Timeline O'ROURKE & COMPANY, Inc More: the full row for O'ROURKE & COMPANY, Inc 4,758 $1.01M 0.5% 0 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 4,757 $1.01M 0.05% +2,573 13F-HR Timeline EPG Wealth Management LLC More: the full row for EPG Wealth Management LLC 4,757 $1.01M 0.27% +42 13F-HR Timeline HORIZON KINETICS ASSET MANAGEMENT LLC More: the full row for HORIZON KINETICS ASSET MANAGEMENT LLC 4,756 $1.01M 0.01% 0 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 4,744 $1.01M 0.05% -1,835 13F-HR Timeline HF Advisory Group, LLC More: the full row for HF Advisory Group, LLC 4,717 $1M 0.46% +287 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 4,712 $1M 0.07% -425 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 4,658 $990K 0.03% +110 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 4,608 $979K 0.02% +646 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 4,599 $977K 0.03% -924 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 4,591 $975K +40 Timeline Commonwealth Retirement Investments LLC More: the full row for Commonwealth Retirement Investments LLC 4,522 $961K 0.4% -300 13F-HR Timeline BERKSHIRE ASSET MANAGEMENT LLC/PA More: the full row for BERKSHIRE ASSET MANAGEMENT LLC/PA 4,400 $956K 0.05% +264 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 4,488 $953K 0.28% +92 13F-HR Timeline Qtron Investments LLC More: the full row for Qtron Investments LLC 4,477 $951K 0.13% -1,301 13F-HR Timeline LMCG INVESTMENTS, LLC More: the full row for LMCG INVESTMENTS, LLC 4,472 $950K 0.06% -4 13F-HR Timeline Drucker Wealth 3.0, LLC More: the full row for Drucker Wealth 3.0, LLC 4,455 $946K 0.22% -346 13F-HR/A Timeline CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 4,441 $944K 0.05% +1,244 13F-HR Timeline Knollwood Investment Advisory, LLC More: the full row for Knollwood Investment Advisory, LLC 4,419 $939K 0.1% 0 13F-HR Timeline Pinnacle Financial Partners Inc More: the full row for Pinnacle Financial Partners Inc 4,380 $936K 0.02% +432 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 4,406 $936K 0.05% +83 13F-HR Timeline CHEMUNG CANAL TRUST CO More: the full row for CHEMUNG CANAL TRUST CO 4,403 $935K 0.2% +27 13F-HR Timeline WESTWOOD HOLDINGS GROUP INC in group WESTWOOD HOLDINGS GROUP INC More: the full row for WESTWOOD HOLDINGS GROUP INC 4,375 $930K 0.01% new 13F-HR Timeline Group Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 4,363 $927K 0.5% 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 4,359 $926K 0.08% -82 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 4,352 $925K 0.03% -50 13F-HR Timeline Group Faithward Advisors, LLC More: the full row for Faithward Advisors, LLC 4,340 $922K 0.16% -197 13F-HR Timeline CANTOR FITZGERALD INVESTMENT ADVISORS L… in group CANTOR FITZGERALD, L. P. More: the full row for CANTOR FITZGERALD INVESTMENT ADVISORS L.P. 4,334 $921K 0.06% 0 13F-HR Timeline Group Chicago Capital, LLC More: the full row for Chicago Capital, LLC 4,305 $915K 0.02% 0 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 4,270 $907K 0.03% +14 13F-HR Timeline Perpetual Ltd in group Perpetual Ltd More: the full row for Perpetual Ltd 4,261 $905K 0.01% -33 13F-HR Timeline Group SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 4,244 $902K 0.04% +97 13F-HR Timeline BNP PARIBAS in group BNP PARIBAS More: the full row for BNP PARIBAS 4,209 $894K 0.01% -25 13F-HR Timeline Group Avestar Capital, LLC More: the full row for Avestar Capital, LLC 4,156 $883K 0.08% +375 13F-HR Timeline Nippon Life Global Investors Americas, … More: the full row for Nippon Life Global Investors Americas, Inc. 4,140 $880K 0.04% +760 13F-HR Timeline Moran Wealth Management, LLC More: the full row for Moran Wealth Management, LLC 4,135 $879K 0.03% +119 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 4,129 $877K 0.04% -12,736 13F-HR Timeline Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 4,120 $875K 0.01% +780 13F-HR Timeline Simmons Bank in group Simmons Bank More: the full row for Simmons Bank 4,102 $872K 0.06% +71 13F-HR Timeline Group Maxwell Wealth Strategies Inc. More: the full row for Maxwell Wealth Strategies Inc. 4,081 $867K 0.35% -2,102 13F-HR Timeline New Hampshire Trust More: the full row for New Hampshire Trust 4,046 $860K 0.18% -1,260 13F-HR Timeline ICONIQ Capital, LLC in group ICONIQ Capital, LLC More: the full row for ICONIQ Capital, LLC 4,042 $859K 0.01% +2,535 13F-HR Timeline Group INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 4,041 $854K 0.07% -883,562 13F-HR Timeline Portland Global Advisors LLC More: the full row for Portland Global Advisors LLC 4,014 $853K 0.11% +53 13F-HR Timeline Gifford Fong Associates More: the full row for Gifford Fong Associates 4,000 $850K 0.21% 0 13F-HR Timeline Bramshill Investments, LLC More: the full row for Bramshill Investments, LLC 4,000 $850K 0.13% +2,500 13F-HR Timeline Weaver Capital Management LLC More: the full row for Weaver Capital Management LLC 3,992 $848K 0.24% -265 13F-HR Timeline Petros Family Wealth, LLC More: the full row for Petros Family Wealth, LLC 3,987 $847K 0.92% 13F-HR Timeline Eisler Capital Management Ltd. More: the full row for Eisler Capital Management Ltd. 4,007 $847K 0.03% 13F-HR Timeline NAVELLIER & ASSOCIATES INC More: the full row for NAVELLIER & ASSOCIATES INC 3,983 $846K 0.1% +173 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 3,980 $846K 0.01% -28 13F-HR Timeline Group DIVIDEND ASSETS CAPITAL, LLC More: the full row for DIVIDEND ASSETS CAPITAL, LLC 3,954 $840K 0.16% -80 13F-HR Timeline DRW Securities, LLC More: the full row for DRW Securities, LLC 3,939 $837K 0.06% +2,597 13F-HR Timeline TWIN CITY PRIVATE WEALTH, LLC More: the full row for TWIN CITY PRIVATE WEALTH, LLC 3,912 $831K 0.73% +107 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 3,910 $831K 0.04% -1 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 3,909 $830K 0.03% -627 13F-HR Timeline FORBES J M & CO LLP More: the full row for FORBES J M & CO LLP 3,900 $829K 0.08% -100 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 3,890 $827K 0.08% -1,558 13F-HR Timeline DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 3,888 $826K 0.02% -17 13F-HR Timeline BEACON INVESTMENT ADVISORS LLC More: the full row for BEACON INVESTMENT ADVISORS LLC 3,880 $824K 0.39% 0 13F-HR Timeline Minot DeBlois Advisors LLC More: the full row for Minot DeBlois Advisors LLC 3,875 $823K 0.75% 13F-HR Timeline LANDSCAPE CAPITAL MANAGEMENT, L.L.C. in group LANDSCAPE CAPITAL MANAGEMENT,… More: the full row for LANDSCAPE CAPITAL MANAGEMENT, L.L.C. 3,857 $819K 0.09% new 13F-HR Timeline Group TWIN CAPITAL MANAGEMENT INC More: the full row for TWIN CAPITAL MANAGEMENT INC 3,850 $818K 0.09% +15 13F-HR Timeline Asset Management Group, Inc. More: the full row for Asset Management Group, Inc. 3,838 $815K 0.14% +14 13F-HR Timeline Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 3,826 $813K 0.13% +243 13F-HR Timeline Aviance Capital Partners, LLC More: the full row for Aviance Capital Partners, LLC 3,814 $810K 0.11% -340 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 3,812 $810K 0.06% -13 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 3,753 $807K 0.02% +259 13F-HR Timeline Illinois Municipal Retirement Fund More: the full row for Illinois Municipal Retirement Fund 3,757 $798K 0.01% -10,625 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 3,750 $797K 0.03% +613 13F-HR Timeline Keystone Financial Services More: the full row for Keystone Financial Services 3,730 $792K 0.3% +98 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 3,711 $788K 0.09% +557 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 3,697 $785K 0.02% +102 13F-HR Timeline Campbell & CO Investment Adviser LLC More: the full row for Campbell & CO Investment Adviser LLC 3,679 $782K 0.06% new 13F-HR Timeline Livforsakringsbolaget Skandia, Omsesidi… More: the full row for Livforsakringsbolaget Skandia, Omsesidigt 3,670 $780K 0.04% -4,200 13F-HR Timeline PITCAIRN CO in group PITCAIRN CO More: the full row for PITCAIRN CO 3,660 $778K 0.05% -61 13F-HR Timeline Group Phoenix Wealth Advisors More: the full row for Phoenix Wealth Advisors 3,651 $776K 0.34% -6,717 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 3,648 $775K 0.07% 0 13F-HR Timeline REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 3,602 $765K 0.01% -34 13F-HR Timeline Group SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 3,572 $759K 0.07% -1,153 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 3,548 $754K 0.02% +3 13F-HR Timeline Azimuth Capital Investment Management L… More: the full row for Azimuth Capital Investment Management LLC 3,547 $754K 0.03% 0 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 3,525 $749K 0.03% +306 13F-HR Timeline Kenora Financial, LLC More: the full row for Kenora Financial, LLC 3,519 $748K 0.3% +772 13F-HR Timeline Meriwether Wealth & Planning, LLC More: the full row for Meriwether Wealth & Planning, LLC 3,518 $747K 0.53% 13F-HR Timeline Atlas Legacy Advisors, LLC More: the full row for Atlas Legacy Advisors, LLC 3,502 $744K 0.18% 13F-HR Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 3,498 $743K 0.01% +889 13F-HR Timeline Group ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 3,494 $742K 0.06% +110 13F-HR Timeline Group MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 3,492 $742K 0.03% +87 13F-HR Timeline KMG FIDUCIARY PARTNERS, LLC More: the full row for KMG FIDUCIARY PARTNERS, LLC 3,489 $741K 0.06% -11 13F-HR Timeline Compass Ion Advisors, LLC More: the full row for Compass Ion Advisors, LLC 3,488 $741K 0.09% +2 13F-HR Timeline LCNB CORP More: the full row for LCNB CORP 3,484 $740K 0.27% +16 13F-HR Timeline Canopy Partners, LLC More: the full row for Canopy Partners, LLC 3,484 $740K 0.28% new 13F-HR Timeline Hara Capital LLC More: the full row for Hara Capital LLC 3,456 $734K 0.46% 0 13F-HR/A Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 3,452 $733K 0.03% -49 13F-HR Timeline MOODY LYNN LIEBERSON & WALKER, LLC More: the full row for MOODY LYNN LIEBERSON & WALKER, LLC 3,442 $731K 0.04% +70 13F-HR Timeline First Affirmative Financial Network More: the full row for First Affirmative Financial Network 3,436 $730K 0.42% -145 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 3,433 $729K 0.02% +354 13F-HR Timeline ACCOUNT MANAGEMENT LLC More: the full row for ACCOUNT MANAGEMENT LLC 3,429 $729K 0.85% -50 13F-HR Timeline Stonehage Fleming Financial Services Ho… in group Stonehage Fleming Financial S… More: the full row for Stonehage Fleming Financial Services Holdings Ltd 3,417 $726K 0.02% -1 13F-HR Timeline Group Matisse Capital More: the full row for Matisse Capital 3,416 $726K 0.37% 0 13F-HR Timeline FARMERS TRUST CO More: the full row for FARMERS TRUST CO 3,397 $722K 0.13% 0 13F-HR Timeline Trust Co of the South More: the full row for Trust Co of the South 3,368 $716K 0.15% 0 13F-HR Timeline Circle Wealth Management, LLC More: the full row for Circle Wealth Management, LLC 3,349 $712K 0.02% +14 13F-HR Timeline Evernest Financial Advisors, LLC More: the full row for Evernest Financial Advisors, LLC 3,345 $711K 0.18% -76 13F-HR Timeline Lakewood Asset Management LLC More: the full row for Lakewood Asset Management LLC 3,343 $710K 0.49% +1 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 3,339 $710K 0.06% +133 13F-HR Timeline Providence First Trust Co More: the full row for Providence First Trust Co 3,325 $706K 0.27% -420 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 3,320 $705K 0.08% +556 13F-HR Timeline PARADIGM ASSET MANAGEMENT CO LLC More: the full row for PARADIGM ASSET MANAGEMENT CO LLC 3,319 $705K 0.19% -2,100 13F-HR Timeline Heritage Financial Services, LLC More: the full row for Heritage Financial Services, LLC 3,264 $693K 0.09% +101 13F-HR Timeline Boltwood Capital Management More: the full row for Boltwood Capital Management 3,255 $692K 0.21% -55 13F-HR Timeline Beverly Hills Private Wealth, LLC More: the full row for Beverly Hills Private Wealth, LLC 3,241 $689K 0.14% -122 13F-HR Timeline Catalina Capital Group, LLC More: the full row for Catalina Capital Group, LLC 3,233 $687K 0.23% +108 13F-HR Timeline Capula Management Ltd in group Capula Management Ltd More: the full row for Capula Management Ltd 3,224 $685K <0.01% +2,823 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. Geller Advisors LLC More: the full row for Geller Advisors LLC 3,212 $682K 0.04% -40 13F-HR Timeline Aspire Growth Partners LLC More: the full row for Aspire Growth Partners LLC 3,201 $680K 0.67% 13F-HR Timeline Farmers National Bank More: the full row for Farmers National Bank 3,200 $680K 0.2% 13F-HR Timeline IVC Wealth Advisors LLC More: the full row for IVC Wealth Advisors LLC 3,199 $680K 0.38% +2 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 3,183 $676K 0.14% -580 13F-HR Timeline Net Worth Advisory Group More: the full row for Net Worth Advisory Group 3,175 $675K 0.2% +17 13F-HR Timeline Eagle Strategies LLC More: the full row for Eagle Strategies LLC 3,169 $673K 0.12% +104 13F-HR Timeline Zullo Investment Group, Inc. More: the full row for Zullo Investment Group, Inc. 3,159 $671K 0.27% -45 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 3,270 $671K 0.07% -181 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 3,113 $661K 0.04% -1,678 13F-HR Timeline Compass Wealth Management LLC More: the full row for Compass Wealth Management LLC 3,088 $656K 0.16% -15 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 3,081 $655K 0.35% +166 13F-HR Timeline Texas Yale Capital Corp. More: the full row for Texas Yale Capital Corp. 3,071 $652K 0.03% 0 13F-HR Timeline MIDLAND WEALTH ADVISORS, LLC More: the full row for MIDLAND WEALTH ADVISORS, LLC 3,070 $652K 0.04% -46 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 3,026 $643K 0.01% -1,793 13F-HR/A Timeline SHERBROOKE PARK ADVISERS LLC More: the full row for SHERBROOKE PARK ADVISERS LLC 3,024 $642K 0.21% new 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 3,007 $639K 0.02% -114 13F-HR Timeline TBH Global Asset Management, LLC More: the full row for TBH Global Asset Management, LLC 3,006 $639K 0.15% +6 13F-HR Timeline Supplemental Annuity Collective Trust o… More: the full row for Supplemental Annuity Collective Trust of NJ 3,000 $637K 0.19% 0 13F-HR Timeline AEGON ASSET MANAGEMENT UK Plc More: the full row for AEGON ASSET MANAGEMENT UK Plc 2,991 $635K 0.01% -99,535 13F-HR/A Timeline The filing omitted confidential holdings, a later amendment may add them. Accredited Investors Inc. More: the full row for Accredited Investors Inc. 2,980 $633K 0.04% -1,035 13F-HR Timeline Alpha Family Trust in group Alpha Family Trust More: the full row for Alpha Family Trust 2,970 $631K 0.35% 0 13F-HR Timeline Group Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 2,943 $625K 0.37% -274 13F-HR Timeline CAPSTONE INVESTMENT ADVISORS, LLC in group CAPSTONE INVESTMENT ADVISORS,… More: the full row for CAPSTONE INVESTMENT ADVISORS, LLC 2,935 $624K 0.01% +2,851 13F-HR Timeline Group READYSTATE ASSET MANAGEMENT LP More: the full row for READYSTATE ASSET MANAGEMENT LP 2,923 $621K 0.03% new 13F-HR Timeline PATRIOT INVESTMENT MANAGEMENT GROUP, IN… More: the full row for PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 2,911 $618K 0.05% -391 13F-HR Timeline SPIREPOINT PRIVATE CLIENT, LLC More: the full row for SPIREPOINT PRIVATE CLIENT, LLC 2,909 $618K 0.08% +4 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 2,855 $607K 0.01% +27 13F-HR Timeline CFS Investment Advisory Services, LLC More: the full row for CFS Investment Advisory Services, LLC 2,844 $604K 0.05% -25 13F-HR Timeline Legacy Advisors, LLC More: the full row for Legacy Advisors, LLC 2,826 $600K 0.06% +279 13F-HR Timeline PIN OAK INVESTMENT ADVISORS INC More: the full row for PIN OAK INVESTMENT ADVISORS INC 2,605 $600K 0.55% 0 13F-HR Timeline Balyasny Asset Management L.P. in group Balyasny Asset Management More: the full row for Balyasny Asset Management L.P. 2,819 $599K <0.01% -10,977 13F-HR Timeline Group HEADINVEST, LLC More: the full row for HEADINVEST, LLC 2,813 $598K 0.11% -70 13F-HR Timeline FourThought Financial Partners, LLC More: the full row for FourThought Financial Partners, LLC 2,799 $595K 0.06% new 13F-HR Timeline Van Hulzen Asset Management, LLC More: the full row for Van Hulzen Asset Management, LLC 2,775 $590K 0.04% +27 13F-HR Timeline Waldron Private Wealth LLC More: the full row for Waldron Private Wealth LLC 2,756 $586K 0.02% +2 13F-HR Timeline CHILTON CAPITAL MANAGEMENT LLC More: the full row for CHILTON CAPITAL MANAGEMENT LLC 2,747 $584K 0.02% +2,603 13F-HR Timeline