Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 3,254 $612K 0.03% +172 13F-HR Timeline OSSIAM More: the full row for OSSIAM 3,241 $609K 0.01% -1,998 13F-HR Timeline Unique Wealth Strategies, LLC More: the full row for Unique Wealth Strategies, LLC 3,212 $604K 0.24% new 13F-HR Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 3,179 $598K 0.01% +180 13F-HR Timeline Group Summit Financial, LLC More: the full row for Summit Financial, LLC 3,177 $597K 0.01% -149 13F-HR Timeline Net Worth Advisory Group More: the full row for Net Worth Advisory Group 3,166 $595K 0.17% -1,986 13F-HR Timeline BLALOCK WILLIAMS, LLC More: the full row for BLALOCK WILLIAMS, LLC 3,164 $595K 0.52% +157 13F-HR Timeline Compass Ion Advisors, LLC More: the full row for Compass Ion Advisors, LLC 3,163 $595K 0.06% +2 13F-HR Timeline CANANDAIGUA NATIONAL BANK & TRUST CO in group CANANDAIGUA NATIONAL BANK & T… More: the full row for CANANDAIGUA NATIONAL BANK & TRUST CO 3,148 $592K 0.05% 0 13F-HR Timeline Group D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 3,042 $572K <0.01% -210 13F-HR Timeline CAXTON ASSOCIATES LLP More: the full row for CAXTON ASSOCIATES LLP 3,022 $568K 0.02% +1,833 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 3,076 $565K 0.01% 0 13F-HR Timeline Bridgefront Capital, LLC More: the full row for Bridgefront Capital, LLC 3,002 $564K 0.17% -3,832 13F-HR Timeline Shoker Investment Counsel, Inc. More: the full row for Shoker Investment Counsel, Inc. 3,000 $564K 0.17% 0 13F-HR Timeline Jefferies Financial Group Inc. in group Jefferies Financial Group Inc. More: the full row for Jefferies Financial Group Inc. 2,976 $559K 0.01% new 13F-HR Timeline Group DSG Capital Advisors, LLC More: the full row for DSG Capital Advisors, LLC 2,950 $555K 0.09% 0 13F-HR Timeline Nippon Life Global Investors Americas, … More: the full row for Nippon Life Global Investors Americas, Inc. 2,910 $547K 0.02% -1,230 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 2,865 $539K 0.01% -38 13F-HR Timeline Fulton Bank, N.A. More: the full row for Fulton Bank, N.A. 2,863 $538K 0.02% -100 13F-HR Timeline LexAurum Advisors, LLC More: the full row for LexAurum Advisors, LLC 2,844 $535K 0.08% +1 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 2,844 $535K 0.02% +321 13F-HR Timeline Group Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 2,837 $533K +253 Timeline SHERBROOKE PARK ADVISERS LLC More: the full row for SHERBROOKE PARK ADVISERS LLC 2,836 $533K 0.25% new 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 2,826 $531K 0.1% -319 13F-HR Timeline SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 2,817 $530K 0.06% new 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 2,800 $526K <0.01% +505 13F-HR Timeline Group Headlands Technologies LLC More: the full row for Headlands Technologies LLC 2,791 $525K 0.04% -1,912 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 2,769 $521K 0.01% +1,121 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 2,766 $520K 0.01% +53 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 2,758 $519K 0.04% +753 13F-HR Timeline ANCHOR CAPITAL ADVISORS LLC More: the full row for ANCHOR CAPITAL ADVISORS LLC 2,733 $514K 0.01% 0 13F-HR Timeline Investment Advisory Group, LLC More: the full row for Investment Advisory Group, LLC 2,718 $511K 0.14% 0 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 2,712 $510K 0.04% +47 13F-HR Timeline Grant Private Wealth Management Inc More: the full row for Grant Private Wealth Management Inc 2,707 $509K 0.31% new 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 2,745 $508K 0.01% +226 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 2,698 $507K 0.01% +1 13F-HR Timeline Group Tributary Capital Management, LLC More: the full row for Tributary Capital Management, LLC 2,695 $507K 0.05% -130 13F-HR/A Timeline Maridea Wealth Management LLC More: the full row for Maridea Wealth Management LLC 2,704 $507K 0.08% new 13F-HR Timeline Stanley-Laman Group, Ltd. More: the full row for Stanley-Laman Group, Ltd. 2,687 $505K 0.07% new 13F-HR Timeline ELEMENT CAPITAL MANAGEMENT LLC More: the full row for ELEMENT CAPITAL MANAGEMENT LLC 2,676 $503K 0.71% new 13F-HR Timeline MQS Management LLC More: the full row for MQS Management LLC 2,640 $496K 0.29% -95 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 2,632 $495K 0.01% -26 13F-HR Timeline O'Brien Wealth Partners LLC More: the full row for O'Brien Wealth Partners LLC 2,547 $479K 0.06% 0 13F-HR Timeline PROFUND ADVISORS LLC More: the full row for PROFUND ADVISORS LLC 2,541 $478K 0.02% -368 13F-HR Timeline Williams Jones Wealth Management, LLC. More: the full row for Williams Jones Wealth Management, LLC. 2,537 $477K 0.01% 0 13F-HR Timeline Point72 Asia (Singapore) Pte. Ltd. More: the full row for Point72 Asia (Singapore) Pte. Ltd. 2,535 $477K 0.07% new 13F-HR Timeline Caerus Investment Advisors, LLC More: the full row for Caerus Investment Advisors, LLC 2,532 $476K 0.19% new 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 2,524 $475K 0.02% +13 13F-HR Timeline Group GRANDFIELD & DODD, LLC More: the full row for GRANDFIELD & DODD, LLC 2,522 $474K 0.03% 0 13F-HR Timeline Moran Wealth Management, LLC More: the full row for Moran Wealth Management, LLC 2,522 $474K 0.01% new 13F-HR Timeline DRW Securities, LLC More: the full row for DRW Securities, LLC 2,507 $471K 0.02% new 13F-HR Timeline Sageworth Trust Co More: the full row for Sageworth Trust Co 2,423 $456K 0.02% new 13F-HR Timeline Segment Wealth Management, LLC More: the full row for Segment Wealth Management, LLC 2,423 $456K 0.03% 0 13F-HR Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 2,396 $450K 0.01% +150 13F-HR Timeline Group Grey Ledge Advisors, LLC More: the full row for Grey Ledge Advisors, LLC 2,382 $448K 0.1% new 13F-HR Timeline Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 2,352 $442K 0.03% -9 13F-HR Timeline Banque Cantonale Vaudoise in group Banque Cantonale Vaudoise More: the full row for Banque Cantonale Vaudoise 2,325 $437K 0.02% new 13F-HR Timeline Group TWINBEECH CAPITAL LP More: the full row for TWINBEECH CAPITAL LP 2,320 $436K 0.02% -25,603 13F-HR Timeline First Financial Bankshares Inc More: the full row for First Financial Bankshares Inc 2,313 $435K 0.01% new 13F-HR Timeline Fieldview Capital Management, LLC More: the full row for Fieldview Capital Management, LLC 2,294 $431K 0.07% new 13F-HR Timeline Conrad Siegel Investment Advisors, Inc. More: the full row for Conrad Siegel Investment Advisors, Inc. 2,277 $428K 0.09% -1,658 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 2,280 $428K 0.06% 0 13F-HR Timeline Group LECAP ASSET MANAGEMENT LTD More: the full row for LECAP ASSET MANAGEMENT LTD 2,254 $424K 0.15% -5,956 13F-HR Timeline RDA Financial Network More: the full row for RDA Financial Network 2,243 $422K 0.1% -147 13F-HR Timeline DGS Capital Management, LLC in group DGS Capital Management, LLC More: the full row for DGS Capital Management, LLC 2,240 $421K 0.08% new 13F-HR Timeline Group FIRST MANHATTAN CO. LLC. More: the full row for FIRST MANHATTAN CO. LLC. 2,222 $418K <0.01% +59 13F-HR Timeline SCHMIDT P J INVESTMENT MANAGEMENT INC More: the full row for SCHMIDT P J INVESTMENT MANAGEMENT INC 2,203 $414K 0.07% 0 13F-HR Timeline Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 2,194 $408K 0.01% +1,006 13F-HR Timeline Perbak Capital Partners LLP More: the full row for Perbak Capital Partners LLP 2,172 $408K 0.07% new 13F-HR Timeline Point72 (DIFC) Ltd More: the full row for Point72 (DIFC) Ltd 2,165 $407K 0.03% new 13F-HR Timeline SHELL ASSET MANAGEMENT CO More: the full row for SHELL ASSET MANAGEMENT CO 2,166 $407K 0.04% -704 13F-HR Timeline KFA Private Wealth Group, LLC More: the full row for KFA Private Wealth Group, LLC 2,160 $406K 0.12% 0 13F-HR Timeline Forefront Wealth Partners, LLC More: the full row for Forefront Wealth Partners, LLC 2,146 $403K 0.1% -365 13F-HR Timeline Holocene Advisors, LP More: the full row for Holocene Advisors, LP 2,142 $403K <0.01% -26,742 13F-HR Timeline Capital Investment Counsel, Inc More: the full row for Capital Investment Counsel, Inc 2,125 $400K 0.05% -100 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 2,123 $399K 0.13% +2 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 2,115 $398K 0.01% -339 13F-HR Timeline OXFORD ASSET MANAGEMENT LLP More: the full row for OXFORD ASSET MANAGEMENT LLP 2,106 $396K 0.13% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 2,099 $395K 0.01% 0 13F-HR Timeline Requisite Capital Management, LLC More: the full row for Requisite Capital Management, LLC 2,089 $393K 0.07% new 13F-HR Timeline Callan Family Office, LLC More: the full row for Callan Family Office, LLC 2,089 $393K 0.01% -350 13F-HR Timeline LJI Wealth Management, LLC More: the full row for LJI Wealth Management, LLC 2,087 $392K 0.07% 0 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 2,084 $392K 0.03% new 13F-HR Timeline Group WENDELL DAVID ASSOCIATES INC More: the full row for WENDELL DAVID ASSOCIATES INC 2,075 $390K 0.04% 0 13F-HR Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 2,070 $389K 0.02% +60 13F-HR Timeline LYELL WEALTH MANAGEMENT, LP More: the full row for LYELL WEALTH MANAGEMENT, LP 2,054 $386K 0.03% 0 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 2,053 $386K <0.01% +705 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 2,053 $386K 0.01% new 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 2,020 $380K <0.01% +17 13F-HR Timeline Legacy Wealth Management, LLC / MS More: the full row for Legacy Wealth Management, LLC / MS 2,020 $380K 0.11% -730 13F-HR Timeline Sivia Capital Partners, LLC More: the full row for Sivia Capital Partners, LLC 2,019 $380K 0.11% +391 13F-HR Timeline Chancellor Financial Group WB LP More: the full row for Chancellor Financial Group WB LP 2,000 $376K 0.27% 0 13F-HR Timeline Gallagher Fiduciary Advisors, LLC in group Gallagher Fiduciary Advisors,… More: the full row for Gallagher Fiduciary Advisors, LLC 1,989 $374K 0.01% +52 13F-HR Timeline Group COMMERZBANK AKTIENGESELLSCHAFT /FI More: the full row for COMMERZBANK AKTIENGESELLSCHAFT /FI 1,972 $371K 0.01% 0 13F-HR Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 1,956 $368K <0.01% +183 13F-HR Timeline Group Brevan Howard Capital Management LP in group Brevan Howard Capital Managem… More: the full row for Brevan Howard Capital Management LP 1,955 $368K 0.01% -61,837 13F-HR Timeline Group AE Wealth Management LLC More: the full row for AE Wealth Management LLC 1,938 $364K <0.01% +346 13F-HR Timeline FLORIDA FINANCIAL ADVISORS, LLC More: the full row for FLORIDA FINANCIAL ADVISORS, LLC 1,931 $364K 0.11% -356 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 1,930 $363K <0.01% -185 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 1,920 $361K 0.01% -74 13F-HR Timeline apricus wealth, LLC More: the full row for apricus wealth, LLC 1,920 $361K 0.19% -135 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 1,915 $360K 0.01% +253 13F-HR Timeline FIRST NATIONAL BANK & TRUST CO OF NEWTO… More: the full row for FIRST NATIONAL BANK & TRUST CO OF NEWTOWN 1,900 $357K 0.07% 0 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 1,887 $355K 0.04% +732 13F-HR Timeline CX Institutional More: the full row for CX Institutional 1,869 $351K 0.01% +66 13F-HR Timeline SHUFRO ROSE & CO LLC More: the full row for SHUFRO ROSE & CO LLC 2,000 $344K 0.03% 0 13F-HR Timeline Livforsakringsbolaget Skandia, Omsesidi… More: the full row for Livforsakringsbolaget Skandia, Omsesidigt 1,824 $343K 0.01% 0 13F-HR Timeline Aster Capital Management (DIFC) Ltd More: the full row for Aster Capital Management (DIFC) Ltd 1,800 $338K 0.17% +1,354 13F-HR Timeline Delta Investment Management, LLC More: the full row for Delta Investment Management, LLC 1,799 $338K 0.06% +2 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 1,798 $338K 0.04% +19 13F-HR Timeline Ramirez Asset Management, Inc. More: the full row for Ramirez Asset Management, Inc. 1,795 $337K 0.05% 0 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 1,776 $334K 0.01% +214 13F-HR Timeline FORT WASHINGTON INVESTMENT ADVISORS INC… More: the full row for FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 1,765 $332K <0.01% 0 13F-HR Timeline WESTPAC BANKING CORP in group WESTPAC BANKING CORP More: the full row for WESTPAC BANKING CORP 1,748 $329K 0.02% 0 13F-HR/A Timeline Group J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 1,738 $327K 0.01% +27 13F-HR Timeline Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 1,725 $324K 0.02% +109 13F-HR Timeline Group BOOTHBAY FUND MANAGEMENT, LLC More: the full row for BOOTHBAY FUND MANAGEMENT, LLC 1,719 $323K 0.01% -911 13F-HR Timeline Polymer Capital Management (HK) LTD More: the full row for Polymer Capital Management (HK) LTD 1,716 $323K 0.04% new 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 1,706 $321K 0.01% -51 13F-HR Timeline Group 1832 Asset Management L.P. More: the full row for 1832 Asset Management L.P. 1,699 $319K <0.01% 0 13F-HR Timeline Counterpoint Mutual Funds LLC More: the full row for Counterpoint Mutual Funds LLC 1,698 $319K 0.03% new 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 1,677 $315K 0.14% -748 13F-HR Timeline BAKER TILLY WEALTH MANAGEMENT, LLC More: the full row for BAKER TILLY WEALTH MANAGEMENT, LLC 1,663 $313K 0.07% +63 13F-HR Timeline Strategic Investment Advisors / MI More: the full row for Strategic Investment Advisors / MI 1,655 $311K 0.04% -353 13F-HR/A Timeline Hutchens & Kramer Investment Management… More: the full row for Hutchens & Kramer Investment Management Group, LLC 1,643 $309K 0.12% +287 13F-HR Timeline FLPUTNAM INVESTMENT MANAGEMENT CO More: the full row for FLPUTNAM INVESTMENT MANAGEMENT CO 1,643 $309K <0.01% -320 13F-HR Timeline Cambria Investment Management, L.P. More: the full row for Cambria Investment Management, L.P. 1,640 $308K 0.02% +168 13F-HR/A Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 1,639 $308K 0.01% 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 1,636 $308K <0.01% +298 13F-HR Timeline Glenview Trust Co More: the full row for Glenview Trust Co 1,624 $305K <0.01% 0 13F-HR Timeline Goodman Advisory Group, LLC More: the full row for Goodman Advisory Group, LLC 1,619 $304K 0.08% 0 13F-HR Timeline 111 Capital More: the full row for 111 Capital 1,616 $304K 0.06% -1,946 13F-HR Timeline MIdWestOne Financial Group, Inc. More: the full row for MIdWestOne Financial Group, Inc. 1,578 $297K 0.04% 0 13F-HR Timeline CHILTON INVESTMENT CO INC. More: the full row for CHILTON INVESTMENT CO INC. 1,575 $296K 0.01% +389 13F-HR Timeline GUARDIAN CAPITAL LP in group GUARDIAN CAPITAL LP More: the full row for GUARDIAN CAPITAL LP 1,572 $296K 0.01% -7 13F-HR Timeline Group Howard Capital Management, LLC More: the full row for Howard Capital Management, LLC 1,565 $294K <0.01% +48 13F-HR Timeline Granite Harbor Advisors, Inc. More: the full row for Granite Harbor Advisors, Inc. 1,564 $294K 0.12% 0 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 1,620 $292K 0.04% -61 13F-HR/A Timeline RIVERSEDGE ADVISORS, LLC More: the full row for RIVERSEDGE ADVISORS, LLC 1,546 $291K 0.05% new 13F-HR Timeline FULLCIRCLE WEALTH LLC More: the full row for FULLCIRCLE WEALTH LLC 1,455 $288K 0.1% +33 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 1,532 $288K 0.01% +306 13F-HR Timeline Claret Asset Management Corp More: the full row for Claret Asset Management Corp 1,524 $286K 0.03% -18 13F-HR Timeline Atlatl Advisers LLC More: the full row for Atlatl Advisers LLC 1,519 $286K 0.11% +14 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 1,516 $285K 0.03% +155 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 1,509 $284K 0.01% -56 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 1,504 $283K <0.01% +90 13F-HR Timeline Whalen Wealth Management Inc. More: the full row for Whalen Wealth Management Inc. 1,502 $282K 0.16% new 13F-HR Timeline CLIFFORD SWAN INVESTMENT COUNSEL LLC More: the full row for CLIFFORD SWAN INVESTMENT COUNSEL LLC 1,500 $282K 0.01% -1 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 1,494 $281K 0.01% new 13F-HR Timeline Kohmann Bosshard Financial Services, LLC More: the full row for Kohmann Bosshard Financial Services, LLC 1,492 $280K 0.03% 0 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 1,475 $277K 0.01% -18 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 1,472 $277K 0.01% -1,544 13F-HR Timeline Group TOWNSQUARE CAPITAL LLC More: the full row for TOWNSQUARE CAPITAL LLC 1,463 $275K 0.04% -3,529 13F-HR Timeline MONETARY MANAGEMENT GROUP INC More: the full row for MONETARY MANAGEMENT GROUP INC 1,450 $273K 0.06% 0 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 1,447 $272K 0.01% -182 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 1,445 $272K 0.01% -365 13F-HR Timeline WADDELL & ASSOCIATES, LLC More: the full row for WADDELL & ASSOCIATES, LLC 1,445 $272K 0.02% new 13F-HR Timeline Thomasville National Bank More: the full row for Thomasville National Bank 1,430 $269K 0.02% new 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 1,420 $267K 0.02% +13 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 1,410 $265K 0.02% -235 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 1,404 $264K 0.04% new 13F-HR Timeline Radnor Capital Management, LLC More: the full row for Radnor Capital Management, LLC 1,400 $263K 0.04% 0 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 1,394 $262K 0.01% +189 13F-HR Timeline HANCOCK WHITNEY CORP More: the full row for HANCOCK WHITNEY CORP 1,381 $260K <0.01% -2 13F-HR Timeline Impact Capital Partners LLC More: the full row for Impact Capital Partners LLC 1,361 $256K 0.08% +22 13F-HR Timeline EWA, LLC More: the full row for EWA, LLC 1,352 $254K 0.07% -9 13F-HR Timeline PROFESSIONAL ADVISORY SERVICES INC More: the full row for PROFESSIONAL ADVISORY SERVICES INC 1,350 $254K 0.03% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. RIDGECREST WEALTH PARTNERS, LLC More: the full row for RIDGECREST WEALTH PARTNERS, LLC 1,350 $254K 0.11% 0 13F-HR Timeline Moody Aldrich Partners LLC More: the full row for Moody Aldrich Partners LLC 1,344 $253K 0.05% new 13F-HR Timeline CONNING INC. in group CONNING INC. More: the full row for CONNING INC. 1,327 $249K 0.01% 0 13F-HR Timeline Group PATTON FUND MANAGEMENT, INC. More: the full row for PATTON FUND MANAGEMENT, INC. 1,320 $248K 0.04% 0 13F-HR Timeline CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 1,319 $248K 0.03% +8 13F-HR Timeline POINCIANA ADVISORS GROUP, LLC More: the full row for POINCIANA ADVISORS GROUP, LLC 1,305 $245K 0.21% 0 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 1,303 $245K 0.01% new 13F-HR Timeline Group FORA Capital, LLC More: the full row for FORA Capital, LLC 1,298 $244K 0.04% -11,664 13F-HR Timeline Weiss Asset Management LP in group Weiss Asset Management LP More: the full row for Weiss Asset Management LP 1,290 $243K <0.01% new 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. TRED AVON FAMILY WEALTH, LLC More: the full row for TRED AVON FAMILY WEALTH, LLC 1,283 $241K 0.08% 13F-HR Timeline SHELTON CAPITAL MANAGEMENT More: the full row for SHELTON CAPITAL MANAGEMENT 1,279 $240K 0.01% 0 13F-HR Timeline SG Americas Securities, LLC More: the full row for SG Americas Securities, LLC 1,277 $240K <0.01% -3,815 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 1,276 $240K 0.01% -132 13F-HR Timeline JACKSON THORNTON WEALTH MANAGEMENT, LLC More: the full row for JACKSON THORNTON WEALTH MANAGEMENT, LLC 1,294 $237K 0.02% new 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 1,250 $235K 0.01% 0 13F-HR Timeline TriaGen Wealth Management LLC More: the full row for TriaGen Wealth Management LLC 1,250 $235K 0.06% -2 13F-HR Timeline BankPlus Trust Department in group BankPlus Trust Department More: the full row for BankPlus Trust Department 1,240 $233K 0.06% new 13F-HR Timeline Group Gilbert & Cook, Inc. More: the full row for Gilbert & Cook, Inc. 1,225 $230K 0.03% +31 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 1,217 $229K 0.03% +3 13F-HR Timeline Allegiance Financial Group Advisory Ser… More: the full row for Allegiance Financial Group Advisory Services LLC 1,206 $227K 0.05% -4 13F-HR Timeline Calamos Wealth Management LLC in group Calamos Advisors LLC More: the full row for Calamos Wealth Management LLC 1,202 $226K 0.01% new 13F-HR Timeline Group Riverstone Advisors, LLC More: the full row for Riverstone Advisors, LLC 1,200 $226K 0.11% 0 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 1,199 $225K <0.01% -40 13F-HR Timeline EVERPAR ADVISORS LLC More: the full row for EVERPAR ADVISORS LLC 1,198 $225K 0.09% -36 13F-HR Timeline LaSalle St. Investment Advisors, LLC More: the full row for LaSalle St. Investment Advisors, LLC 1,202 $225K 0.04% -34,990 13F-HR Timeline GUERRA PAN ADVISORS, LLC More: the full row for GUERRA PAN ADVISORS, LLC 1,192 $224K 0.14% 0 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 1,188 $223K 0.01% new 13F-HR Timeline Baader Bank Aktiengesellschaft More: the full row for Baader Bank Aktiengesellschaft 1,229 $222K 0.02% +94 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. DIVERSIFY WEALTH MANAGEMENT, LLC in group Diversify Advisory Services, … More: the full row for DIVERSIFY WEALTH MANAGEMENT, LLC 1,114 $221K 0.01% -40 13F-HR Timeline Group Fi3 FINANCIAL ADVISORS, LLC More: the full row for Fi3 FINANCIAL ADVISORS, LLC 1,170 $220K 0.07% new 13F-HR Timeline First Interstate Bank More: the full row for First Interstate Bank 1,157 $218K 0.01% -130 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 1,153 $217K 0.01% -18 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 1,129 $212K 0.01% -10 13F-HR Timeline