Biltmore Family Office, LLC More: the full row for Biltmore Family Office, LLC 6,710 $1.36M 0.23% 0 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 6,705 $1.35M 0.1% +21 13F-HR Timeline Plato Investment Management Ltd More: the full row for Plato Investment Management Ltd 6,682 $1.34M 0.1% +2 13F-HR Timeline Integris Wealth Management, LLC More: the full row for Integris Wealth Management, LLC 6,632 $1.34M 0.35% 0 13F-HR Timeline TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 6,597 $1.33M 0.15% -72 13F-HR Timeline PRUDENTIAL PLC in group PRUDENTIAL PLC More: the full row for PRUDENTIAL PLC 6,586 $1.33M 0.01% -1,676 13F-HR Timeline Group PARSONS CAPITAL MANAGEMENT INC/RI More: the full row for PARSONS CAPITAL MANAGEMENT INC/RI 6,580 $1.32M 0.08% 0 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 6,553 $1.32M 0.03% +57 13F-HR Timeline Impax Asset Management Group plc in group Impax Asset Management Group … More: the full row for Impax Asset Management Group plc 6,531 $1.31M 0.01% +2,337 13F-HR Timeline Group Nilsine Partners, LLC More: the full row for Nilsine Partners, LLC 6,503 $1.31M 0.13% +402 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 6,490 $1.31M 0.53% 0 13F-HR Timeline Mount Lucas Management LP More: the full row for Mount Lucas Management LP 6,483 $1.31M 0.62% -4,143 13F-HR Timeline LEE DANNER & BASS INC More: the full row for LEE DANNER & BASS INC 6,474 $1.3M 0.1% -937 13F-HR Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 6,473 $1.3M 0.16% -239 13F-HR Timeline MAGNOLIA CAPITAL ADVISORS LLC More: the full row for MAGNOLIA CAPITAL ADVISORS LLC 6,469 $1.3M 0.33% -316 13F-HR Timeline Welch & Forbes LLC More: the full row for Welch & Forbes LLC 6,458 $1.3M 0.02% +19 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 6,415 $1.29M 0.09% -300 13F-HR Timeline SummitTX Capital, L.P. More: the full row for SummitTX Capital, L.P. 6,399 $1.29M 0.06% -3,702 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 6,373 $1.28M 0.05% +1,917 13F-HR Timeline Aviance Capital Partners, LLC More: the full row for Aviance Capital Partners, LLC 6,366 $1.28M 0.17% 0 13F-HR Timeline Centiva Capital, LP More: the full row for Centiva Capital, LP 6,320 $1.27M 0.08% new 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 6,304 $1.27M 0.03% -425 13F-HR Timeline Group TOWER BRIDGE ADVISORS More: the full row for TOWER BRIDGE ADVISORS 6,253 $1.26M 0.14% 0 13F-HR Timeline 111 Capital More: the full row for 111 Capital 6,248 $1.26M 0.22% new 13F-HR Timeline BANK OZK More: the full row for BANK OZK 6,194 $1.25M 0.48% 0 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 6,086 $1.23M 0.05% 13F-HR Timeline Hills Bank & Trust Co in group Hills Bank & Trust Co More: the full row for Hills Bank & Trust Co 6,026 $1.21M 0.08% -74 13F-HR Timeline Group Madison Asset Management, LLC in group Madison Asset Management, LLC More: the full row for Madison Asset Management, LLC 5,969 $1.2M 0.01% 0 13F-HR Timeline Group SUMITOMO LIFE INSURANCE CO More: the full row for SUMITOMO LIFE INSURANCE CO 5,962 $1.2M 0.08% -345 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 5,961 $1.2M 0.07% +5 13F-HR Timeline CAPITAL ADVISORY GROUP ADVISORY SERVICE… More: the full row for CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC 5,954 $1.2M 0.43% -54 13F-HR Timeline iSAM Funds (UK) Ltd in group iSAM Funds (UK) Ltd More: the full row for iSAM Funds (UK) Ltd 5,948 $1.2M 0.26% new 13F-HR Timeline Group PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 5,943 $1.2M 0.11% -52 13F-HR Timeline Kintegral Advisory, LLC in group Kintegral Advisory, LLC More: the full row for Kintegral Advisory, LLC 5,900 $1.19M 0.11% -9 13F-HR Timeline Group PARADIGM ASSET MANAGEMENT CO LLC More: the full row for PARADIGM ASSET MANAGEMENT CO LLC 5,900 $1.19M 0.29% 0 13F-HR Timeline BAXTER BROS INC More: the full row for BAXTER BROS INC 5,884 $1.18M 0.14% 0 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 5,877 $1.18M 0.01% +235 13F-HR Timeline Group Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 5,872 $1.18M 0.02% +257 13F-HR Timeline MUFG SECURITIES AMERICAS INC. More: the full row for MUFG SECURITIES AMERICAS INC. 5,869 $1.18M 0.1% +1,178 13F-HR Timeline ACADIAN ASSET MANAGEMENT LLC in group ACADIAN ASSET MANAGEMENT LLC More: the full row for ACADIAN ASSET MANAGEMENT LLC 5,860 $1.18M <0.01% -17,682 13F-HR Timeline Group GREAT VALLEY ADVISOR GROUP, INC. in group GREAT VALLEY ADVISOR GROUP, I… More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 5,821 $1.17M 0.03% +591 13F-HR Timeline Group Gryphon Financial Partners LLC More: the full row for Gryphon Financial Partners LLC 5,790 $1.17M 0.15% +12 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 5,755 $1.16M 0.4% +31 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 5,991 $1.16M 0.05% +681 13F-HR Timeline Invst, LLC More: the full row for Invst, LLC 5,719 $1.15M 0.14% -84 13F-HR Timeline FIRST FINANCIAL BANK - TRUST DIVISION More: the full row for FIRST FINANCIAL BANK - TRUST DIVISION 5,689 $1.15M 0.1% -5 13F-HR Timeline EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 5,689 $1.15M 0.01% +380 13F-HR Timeline BARLOW WEALTH PARTNERS, LLC More: the full row for BARLOW WEALTH PARTNERS, LLC 5,882 $1.15M 0.14% 0 13F-HR Timeline Community Bank & Trust, Waco, Texas More: the full row for Community Bank & Trust, Waco, Texas 5,686 $1.15M 0.26% -10 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 5,672 $1.14M 0.01% +175 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 5,652 $1.14M 0.05% +6 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 5,535 $1.13M 0.02% -117 13F-HR Timeline Pathway Financial Advisers, LLC More: the full row for Pathway Financial Advisers, LLC 5,627 $1.13M 0.37% +221 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 5,580 $1.12M 0.01% +31 13F-HR Timeline Group Mason & Associates Inc More: the full row for Mason & Associates Inc 5,562 $1.12M 0.26% +1,285 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 5,565 $1.1M 0.03% +183 13F-HR Timeline SeaBridge Investment Advisors LLC More: the full row for SeaBridge Investment Advisors LLC 5,462 $1.1M 0.2% 0 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 5,432 $1.09M 0.07% -131 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 5,370 $1.08M 0.03% +415 13F-HR Timeline SIMPLEX TRADING, LLC More: the full row for SIMPLEX TRADING, LLC 5,269 $1.06M 0.03% new 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 5,189 $1.04M 0.01% +170 13F-HR Timeline Group Total Clarity Wealth Management, Inc. More: the full row for Total Clarity Wealth Management, Inc. 5,182 $1.04M 0.3% +6 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 5,164 $1.04M 0.14% -37 13F-HR Timeline OV Management LLC More: the full row for OV Management LLC 5,128 $1.03M 0.86% -7,772 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 5,109 $1.03M 0.04% -326 13F-HR Timeline Group Siemens Fonds Invest GmbH More: the full row for Siemens Fonds Invest GmbH 5,069 $1.02M 0.06% +668 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 5,054 $1.02M 0.03% +769 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 5,044 $1.02M 0.04% -582 13F-HR Timeline Group WADDELL & ASSOCIATES, LLC More: the full row for WADDELL & ASSOCIATES, LLC 5,002 $1.01M 0.11% +452 13F-HR Timeline Sovereign Financial Group, Inc. More: the full row for Sovereign Financial Group, Inc. 4,992 $1M 0.21% -40 13F-HR Timeline INCEPTIONR LLC More: the full row for INCEPTIONR LLC 4,900 $986K 0.23% +1,451 13F-HR Timeline BARNES PETTEY FINANCIAL ADVISORS, LLC More: the full row for BARNES PETTEY FINANCIAL ADVISORS, LLC 4,869 $980K 0.65% 0 13F-HR Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 4,864 $979K 0.05% -265 13F-HR Timeline Florida Trust Wealth Management Co More: the full row for Florida Trust Wealth Management Co 4,846 $976K 0.03% 0 13F-HR Timeline Cornerstone Select Advisors, LLC More: the full row for Cornerstone Select Advisors, LLC 4,837 $974K 0.86% -29 13F-HR Timeline Canada Post Corp Registered Pension Plan More: the full row for Canada Post Corp Registered Pension Plan 4,828 $972K 0.06% new 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 4,819 $970K 0.01% +1,138 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 4,818 $970K 0.01% +139 13F-HR Timeline ROMANO BROTHERS AND COMPANY More: the full row for ROMANO BROTHERS AND COMPANY 4,816 $970K 0.12% -50 13F-HR Timeline Callan Family Office, LLC More: the full row for Callan Family Office, LLC 4,763 $959K 0.03% +2,795 13F-HR Timeline PARK NATIONAL CORP /OH/ More: the full row for PARK NATIONAL CORP /OH/ 4,754 $957K 0.03% -200 13F-HR Timeline Fulton Bank, N.A. More: the full row for Fulton Bank, N.A. 4,753 $957K 0.04% +108 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 4,752 $957K 0.05% -1,068 13F-HR Timeline Redmond Asset Management, LLC More: the full row for Redmond Asset Management, LLC 4,700 $946K 0.23% -250 13F-HR Timeline Argentarii, LLC More: the full row for Argentarii, LLC 4,680 $942K 0.43% -89 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 4,641 $939K 0.04% +86 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 4,654 $937K 0.02% +882 13F-HR/A Timeline Essential Partners LLC More: the full row for Essential Partners LLC 4,637 $933K 0.37% 13F-HR Timeline Formidable Asset Management, LLC More: the full row for Formidable Asset Management, LLC 4,502 $932K 0.16% 0 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 4,621 $930K 0.12% -4,660 13F-HR Timeline Copeland Capital Management, LLC More: the full row for Copeland Capital Management, LLC 4,599 $926K 0.02% -219 13F-HR Timeline Bell Bank More: the full row for Bell Bank 4,589 $924K 0.04% -331 13F-HR Timeline JEPPSON WEALTH MANAGEMENT, LLC More: the full row for JEPPSON WEALTH MANAGEMENT, LLC 4,578 $921K 0.32% -34 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 4,566 $919K 0.02% -418 13F-HR Timeline Applied Finance Capital Management, LLC More: the full row for Applied Finance Capital Management, LLC 4,560 $918K 0.06% new 13F-HR Timeline Pekin Hardy Strauss, Inc. More: the full row for Pekin Hardy Strauss, Inc. 4,548 $916K 0.1% -25 13F-HR Timeline Net Worth Advisory Group More: the full row for Net Worth Advisory Group 4,520 $910K 0.2% +81 13F-HR Timeline OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 4,500 $906K 0.02% -375 13F-HR Timeline SAPIENT CAPITAL LLC More: the full row for SAPIENT CAPITAL LLC 4,473 $905K 0.02% -37 13F-HR Timeline TANG CAPITAL MANAGEMENT LLC in group TANG CAPITAL MANAGEMENT LLC More: the full row for TANG CAPITAL MANAGEMENT LLC 4,488 $903K 0.05% -624 13F-HR Timeline Group Mattson Financial Services, LLC More: the full row for Mattson Financial Services, LLC 4,473 $900K 0.24% +4,242 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 4,465 $899K 0.01% -250 13F-HR Timeline YANKCOM Partnership More: the full row for YANKCOM Partnership 4,440 $894K 0.44% +140 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 4,423 $890K 0.02% -1 13F-HR Timeline Waterloo Capital, L.P. More: the full row for Waterloo Capital, L.P. 4,409 $888K 0.07% +566 13F-HR Timeline Integrated Quantitative Investments LLC More: the full row for Integrated Quantitative Investments LLC 4,350 $876K 0.26% new 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 4,313 $872K 0.03% +60 13F-HR/A Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 4,331 $872K 0.02% +176 13F-HR Timeline Group Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 4,331 $872K 0.02% +239 13F-HR/A Timeline WESTPAC BANKING CORP in group WESTPAC BANKING CORP More: the full row for WESTPAC BANKING CORP 4,321 $870K 0.06% +226 13F-HR Timeline Group Azimuth Capital Investment Management L… More: the full row for Azimuth Capital Investment Management LLC 4,300 $866K 0.03% -100 13F-HR Timeline FOLGER NOLAN FLEMING DOUGLAS CAPITAL MA… More: the full row for FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC 4,292 $864K 0.1% 0 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 4,288 $863K 0.01% +739 13F-HR Timeline McElhenny Sheffield Capital Management,… More: the full row for McElhenny Sheffield Capital Management, LLC 4,286 $863K 0.23% +2,390 13F-HR/A Timeline ODDO BHF ASSET MANAGEMENT SAS More: the full row for ODDO BHF ASSET MANAGEMENT SAS 4,266 $859K 0.03% -65 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Bryn Mawr Trust Advisors, LLC More: the full row for Bryn Mawr Trust Advisors, LLC 4,246 $855K 0.05% +246 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 4,221 $854K 0.03% -56 13F-HR Timeline Chris Bulman Inc More: the full row for Chris Bulman Inc 4,166 $839K 0.48% 0 13F-HR Timeline IMA Advisory Services, Inc. More: the full row for IMA Advisory Services, Inc. 4,098 $829K 0.09% +2,892 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 17,044 $826K 0.07% 0 13F-HR Timeline Clarius Group, LLC More: the full row for Clarius Group, LLC 4,101 $826K 0.05% +398 13F-HR Timeline Blueshift Asset Management, LLC More: the full row for Blueshift Asset Management, LLC 4,067 $819K 0.25% +7 13F-HR Timeline Fort Point Capital Partners LLC More: the full row for Fort Point Capital Partners LLC 4,040 $817K 0.08% +75 13F-HR Timeline BANK OF HAWAII More: the full row for BANK OF HAWAII 4,046 $814K 0.04% 0 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 4,029 $811K 0.01% +19 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 4,027 $811K 0.02% -149 13F-HR Timeline Bryce Point Capital, LLC More: the full row for Bryce Point Capital, LLC 4,023 $810K 0.69% +828 13F-HR Timeline Stonebrook Private Inc. More: the full row for Stonebrook Private Inc. 4,013 $808K 0.19% -131 13F-HR Timeline Alan B Lancz & Associates, Inc. More: the full row for Alan B Lancz & Associates, Inc. 4,000 $805K 0.81% 0 13F-HR Timeline Annex Advisory Services, LLC More: the full row for Annex Advisory Services, LLC 3,989 $803K 0.02% -313 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 3,972 $800K 0.03% +2,152 13F-HR Timeline Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 3,964 $798K 0.12% +13 13F-HR Timeline MARATHON CAPITAL MANAGEMENT More: the full row for MARATHON CAPITAL MANAGEMENT 3,948 $795K 0.2% -128 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 3,928 $791K <0.01% +176 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 3,920 $789K 0.02% -157 13F-HR Timeline St. Johns Investment Management Company… More: the full row for St. Johns Investment Management Company, LLC 3,880 $781K 0.36% +43 13F-HR Timeline LeClair Wealth Partners LLC More: the full row for LeClair Wealth Partners LLC 3,872 $779K 0.53% -372 13F-HR Timeline Rathbones Group PLC More: the full row for Rathbones Group PLC 3,864 $778K <0.01% 0 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 3,857 $776K 0.01% +80 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 3,843 $774K 0.02% -3,548 13F-HR Timeline Ascentis Wealth Management, LLC group of 2 filers holding More: the full row for Ascentis Wealth Management, LLC 3,818 $768K +2,914 Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 3,808 $767K 0.09% +155 13F-HR Timeline Board of the Pension Protection Fund More: the full row for Board of the Pension Protection Fund 3,800 $765K 0.83% new 13F-HR Timeline MITCHELL MCLEOD PUGH & WILLIAMS INC More: the full row for MITCHELL MCLEOD PUGH & WILLIAMS INC 3,790 $763K 0.14% +3 13F-HR Timeline Beck Bode, LLC More: the full row for Beck Bode, LLC 3,771 $759K 0.13% new 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 3,755 $756K 0.02% +7 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 3,754 $756K 0.02% -66 13F-HR Timeline Heritage Investment Group, Inc. More: the full row for Heritage Investment Group, Inc. 3,753 $756K 0.13% 0 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 3,750 $755K 0.07% +5 13F-HR Timeline TCV Trust & Wealth Management, Inc. More: the full row for TCV Trust & Wealth Management, Inc. 3,730 $751K 0.07% 0 13F-HR Timeline KLEIN PAVLIS & PEASLEY FINANCIAL, INC. More: the full row for KLEIN PAVLIS & PEASLEY FINANCIAL, INC. 3,724 $750K 0.5% -168 13F-HR Timeline Linscomb Wealth, Inc. More: the full row for Linscomb Wealth, Inc. 3,723 $750K 0.03% -356 13F-HR Timeline Community Bank of Raymore More: the full row for Community Bank of Raymore 3,708 $746K 0.55% 0 13F-HR Timeline Hamilton Capital Partners Inc. More: the full row for Hamilton Capital Partners Inc. 3,697 $744K 0.04% 0 13F-HR Timeline DUDLEY CAPITAL MANAGEMENT, LLC More: the full row for DUDLEY CAPITAL MANAGEMENT, LLC 3,695 $744K 0.37% 0 13F-HR Timeline Financiere des Professionnels - Fonds d… More: the full row for Financiere des Professionnels - Fonds d'investissement inc. 3,683 $741K 0.04% new 13F-HR/A Timeline Williams Jones Wealth Management, LLC. More: the full row for Williams Jones Wealth Management, LLC. 3,675 $740K 0.01% 0 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 3,625 $730K 0.02% -316 13F-HR Timeline Atlanta Consulting Group Advisors, LLC More: the full row for Atlanta Consulting Group Advisors, LLC 3,605 $729K 0.2% 0 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 3,610 $727K 0.03% -79 13F-HR Timeline Group Impact Partnership Wealth, LLC More: the full row for Impact Partnership Wealth, LLC 3,592 $723K 0.13% -58 13F-HR Timeline Perpetual Ltd in group Perpetual Ltd More: the full row for Perpetual Ltd 3,546 $714K 0.01% -16 13F-HR Timeline Group TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 3,509 $706K 0.02% -232 13F-HR Timeline Entropy Technologies, LP More: the full row for Entropy Technologies, LP 3,496 $704K 0.06% new 13F-HR Timeline Texas Bank & Trust Co More: the full row for Texas Bank & Trust Co 3,496 $704K 0.28% -2,154 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 3,486 $702K 0.03% -66 13F-HR Timeline Good Life Advisors, LLC More: the full row for Good Life Advisors, LLC 3,450 $694K 0.04% +1 13F-HR Timeline SCHMIDT P J INVESTMENT MANAGEMENT INC More: the full row for SCHMIDT P J INVESTMENT MANAGEMENT INC 3,447 $694K 0.12% +75 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 3,428 $690K 0.1% +218 13F-HR Timeline GUERRA PAN ADVISORS, LLC More: the full row for GUERRA PAN ADVISORS, LLC 3,426 $690K 0.45% +49 13F-HR Timeline Convergence Investment Partners, LLC More: the full row for Convergence Investment Partners, LLC 3,426 $690K 0.17% new 13F-HR Timeline VISTA INVESTMENT PARTNERS LLC More: the full row for VISTA INVESTMENT PARTNERS LLC 3,404 $685K 0.2% -27 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 3,506 $682K 0.02% -42 13F-HR Timeline Arbor Investment Advisors, LLC More: the full row for Arbor Investment Advisors, LLC 3,380 $680K 0.09% -55 13F-HR Timeline COURIER CAPITAL LLC More: the full row for COURIER CAPITAL LLC 3,338 $672K 0.04% -400 13F-HR Timeline PATRICK M SWEENEY & ASSOCIATES, INC More: the full row for PATRICK M SWEENEY & ASSOCIATES, INC 3,387 $671K 0.46% +1 13F-HR Timeline CENTRAL BANK & TRUST CO More: the full row for CENTRAL BANK & TRUST CO 3,295 $663K 0.11% -39 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 3,293 $663K 0.04% +56 13F-HR Timeline FARMERS TRUST CO More: the full row for FARMERS TRUST CO 3,287 $662K 0.12% -230 13F-HR Timeline DAVIS R M INC More: the full row for DAVIS R M INC 3,284 $661K 0.01% +153 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 3,275 $659K 0.05% +350 13F-HR/A Timeline INVESTORS ASSET MANAGEMENT OF GEORGIA I… More: the full row for INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV 3,275 $659K 0.31% -90 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 3,257 $659K 0.03% -90 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 3,256 $655K 0.08% -660 13F-HR Timeline Visionary Horizons, LLC More: the full row for Visionary Horizons, LLC 3,228 $650K 0.41% new 13F-HR Timeline Polymer Capital Management (US) LLC More: the full row for Polymer Capital Management (US) LLC 3,180 $640K 0.1% +896 13F-HR Timeline Cyndeo Wealth Partners, LLC More: the full row for Cyndeo Wealth Partners, LLC 3,180 $640K 0.04% -9 13F-HR Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 3,162 $640K 0.01% +446 13F-HR Timeline Group Connor, Clark & Lunn Investment Managem… More: the full row for Connor, Clark & Lunn Investment Management Ltd. 3,178 $640K <0.01% new 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 3,177 $640K 0.04% -198 13F-HR Timeline Beaton Management Co. Inc. More: the full row for Beaton Management Co. Inc. 3,174 $639K 0.31% -184 13F-HR Timeline Nadler Financial Group, Inc. More: the full row for Nadler Financial Group, Inc. 3,169 $638K 0.07% -50 13F-HR Timeline CLIFFORD SWAN INVESTMENT COUNSEL LLC More: the full row for CLIFFORD SWAN INVESTMENT COUNSEL LLC 3,147 $634K 0.02% 0 13F-HR Timeline Obermeyer Wealth Partners More: the full row for Obermeyer Wealth Partners 3,136 $631K 0.03% +33 13F-HR Timeline R Squared Ltd More: the full row for R Squared Ltd 3,124 $629K 0.35% new 13F-HR Timeline Atria Wealth Solutions, Inc. 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