Caprock Group, LLC More: the full row for Caprock Group, LLC 5,980 $815K 0.02% 13F-HR Timeline King Wealth Management Group More: the full row for King Wealth Management Group 6,100 $813K 0.1% 0 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 6,071 $809K 0.01% +258 13F-HR Timeline Group LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 6,050 $806K 0.03% -200 13F-HR Timeline Procyon Advisors, LLC More: the full row for Procyon Advisors, LLC 6,047 $806K 0.05% -39 13F-HR Timeline Mill Creek Capital Advisors, LLC More: the full row for Mill Creek Capital Advisors, LLC 6,029 $803K 0.02% -495 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 6,027 $803K 0.04% +903 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 5,996 $799K 0.02% -9,740 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 5,942 $792K 0.03% +997 13F-HR Timeline OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 5,905 $787K 0.01% +426 13F-HR Timeline Laurion Capital Management LP More: the full row for Laurion Capital Management LP 5,901 $786K 0.11% -11,021 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 6,222 $783K 0.01% -348 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 6,135 $773K 0.03% +37 13F-HR Timeline Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 5,774 $770K 0.05% new 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 5,743 $765K 0.01% +1,721 13F-HR Timeline Greystone Financial Group, LLC More: the full row for Greystone Financial Group, LLC 5,689 $758K 0.12% new 13F-HR Timeline BAKER TILLY WEALTH MANAGEMENT, LLC More: the full row for BAKER TILLY WEALTH MANAGEMENT, LLC 5,642 $752K 0.17% +57 13F-HR Timeline Shepherd Financial Partners LLC More: the full row for Shepherd Financial Partners LLC 5,595 $746K 0.07% +2 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 5,566 $742K 0.03% +1,659 13F-HR Timeline Group Linden Thomas Advisory Services, LLC More: the full row for Linden Thomas Advisory Services, LLC 5,553 $740K 0.07% +78 13F-HR Timeline Plan Group Financial, LLC More: the full row for Plan Group Financial, LLC 5,437 $725K 0.19% +239 13F-HR Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 5,390 $718K 0.03% +810 13F-HR Timeline NAVELLIER & ASSOCIATES INC More: the full row for NAVELLIER & ASSOCIATES INC 5,283 $704K 0.07% +1,067 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 5,254 $700K 0.01% +112 13F-HR Timeline Group Whalen Wealth Management Inc. More: the full row for Whalen Wealth Management Inc. 5,245 $699K 0.41% +3,482 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 5,224 $696K 0.02% new 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 5,200 $693K 0.19% -170 13F-HR/A Timeline Westover Capital Advisors, LLC More: the full row for Westover Capital Advisors, LLC 5,194 $692K 0.13% -60 13F-HR Timeline Trust Asset Management LLC More: the full row for Trust Asset Management LLC 5,147 $686K 0.05% 0 13F-HR Timeline Fulton Bank, N.A. More: the full row for Fulton Bank, N.A. 5,106 $680K 0.02% +221 13F-HR Timeline Abbot Financial Management, Inc. More: the full row for Abbot Financial Management, Inc. 5,100 $680K 0.29% 0 13F-HR Timeline HELIOS CAPITAL MANAGEMENT PTE. LTD More: the full row for HELIOS CAPITAL MANAGEMENT PTE. LTD 5,000 $666K 0.45% 0 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 4,984 $664K 0.04% +448 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 4,981 $664K 0.04% +17 13F-HR Timeline Group Compass Ion Advisors, LLC More: the full row for Compass Ion Advisors, LLC 4,951 $660K 0.06% -1 13F-HR Timeline VALLEY WEALTH MANAGERS, INC. in group VALLEY WEALTH MANAGERS, INC. More: the full row for VALLEY WEALTH MANAGERS, INC. 4,926 $656K 0.04% +579 13F-HR Timeline Group Westmount Partners, LLC More: the full row for Westmount Partners, LLC 5,000 $650K 0.17% 0 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 4,872 $649K 0.01% +511 13F-HR Timeline Kendall Capital Management More: the full row for Kendall Capital Management 4,860 $648K 0.15% +615 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 4,844 $646K 0.02% +434 13F-HR Timeline COMMERZBANK AKTIENGESELLSCHAFT /FI More: the full row for COMMERZBANK AKTIENGESELLSCHAFT /FI 4,802 $640K 0.01% 0 13F-HR Timeline ELEMENT POINTE ADVISORS, LLC More: the full row for ELEMENT POINTE ADVISORS, LLC 4,769 $636K 0.14% 0 13F-HR Timeline FORT WASHINGTON INVESTMENT ADVISORS INC… More: the full row for FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 4,766 $635K <0.01% +2,122 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 5,085 $635K 0.07% -500 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 4,758 $634K 0.02% +1,233 13F-HR Timeline Obermeyer Wealth Partners More: the full row for Obermeyer Wealth Partners 4,750 $633K 0.03% 0 13F-HR Timeline SYNOVUS FINANCIAL CORP More: the full row for SYNOVUS FINANCIAL CORP 4,743 $632K 0.01% +133 13F-HR Timeline ABN AMRO INVESTMENT SOLUTIONS in group ABN AMRO INVESTMENT SOLUTIONS More: the full row for ABN AMRO INVESTMENT SOLUTIONS 4,710 $628K 0.01% -1,761 13F-HR Timeline Group QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 4,658 $621K 0.02% +39 13F-HR Timeline Balyasny Asset Management L.P. in group Balyasny Asset Management More: the full row for Balyasny Asset Management L.P. 4,650 $620K <0.01% -24,955 13F-HR Timeline Group Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 4,597 $613K 0.01% +253 13F-HR Timeline Dakota Wealth Management More: the full row for Dakota Wealth Management 4,576 $610K 0.01% +2,646 13F-HR/A Timeline Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 4,560 $606K 0.01% +4,512 13F-HR Timeline Group Chesley Taft & Associates LLC More: the full row for Chesley Taft & Associates LLC 4,545 $606K 0.03% 0 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 4,912 $604K 0.01% new 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 4,534 $604K 0.04% -244 13F-HR Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 4,531 $604K 0.03% +257 13F-HR Timeline Carson Advisory Inc. More: the full row for Carson Advisory Inc. 4,522 $603K 0.33% -15 13F-HR Timeline Seelaus Asset Management LLC More: the full row for Seelaus Asset Management LLC 4,500 $600K 0.48% +5 13F-HR/A Timeline Dynasty Wealth Management, LLC More: the full row for Dynasty Wealth Management, LLC 4,493 $599K 0.01% -226 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 4,477 $597K 0.03% -601 13F-HR Timeline Banco BTG Pactual S.A. More: the full row for Banco BTG Pactual S.A. 4,472 $596K 0.09% new 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 4,459 $594K 0.02% +2,193 13F-HR Timeline Kintegral Advisory, LLC in group Kintegral Advisory, LLC More: the full row for Kintegral Advisory, LLC 4,417 $589K 0.05% -20 13F-HR Timeline Group Calydon Capital More: the full row for Calydon Capital 4,402 $587K 0.09% -8,455 13F-HR Timeline Ellevest, Inc. More: the full row for Ellevest, Inc. 4,385 $584K 0.08% -426 13F-HR Timeline CAPITAL ADVISORS INC/OK More: the full row for CAPITAL ADVISORS INC/OK 4,347 $579K 0.01% -14 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) 4,315 $575K 0.02% -23,810 13F-HR Timeline Group Semanteon Capital Management, LP More: the full row for Semanteon Capital Management, LP 4,301 $573K 0.72% +1,839 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 4,254 $567K 0.02% +272 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 4,246 $566K 0.01% +1,120 13F-HR Timeline RiverFront Investment Group, LLC More: the full row for RiverFront Investment Group, LLC 4,215 $562K 0.01% +2,660 13F-HR Timeline TrinityBridge Ltd More: the full row for TrinityBridge Ltd 4,205 $561K 0.01% 0 13F-HR Timeline S-Bank Fund Management Ltd More: the full row for S-Bank Fund Management Ltd 4,204 $560K 0.07% -54 13F-HR Timeline Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 4,194 $559K -88 Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 4,128 $550K 0.01% -446 13F-HR Timeline Laird Norton Wetherby Wealth Management… More: the full row for Laird Norton Wetherby Wealth Management, LLC 4,110 $548K 0.02% +382 13F-HR Timeline Tempus Wealth Planning, LLC More: the full row for Tempus Wealth Planning, LLC 4,025 $536K 0.12% -290 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 4,019 $536K 0.08% -19 13F-HR Timeline Group NAPLES GLOBAL ADVISORS, LLC More: the full row for NAPLES GLOBAL ADVISORS, LLC 4,005 $534K 0.04% -460 13F-HR Timeline BigSur Wealth Management LLC More: the full row for BigSur Wealth Management LLC 4,000 $533K 0.13% +1,000 13F-HR Timeline Fortress Financial Solutions, LLC More: the full row for Fortress Financial Solutions, LLC 3,972 $529K 0.58% -589 13F-HR Timeline FineMark National Bank & Trust More: the full row for FineMark National Bank & Trust 3,944 $526K 0.02% -19 13F-HR Timeline Colonial River Investments, LLC More: the full row for Colonial River Investments, LLC 3,924 $523K 0.19% -24 13F-HR Timeline Lombard Odier Asset Management (USA) Co… More: the full row for Lombard Odier Asset Management (USA) Corp 3,864 $515K 0.12% -1,453 13F-HR Timeline Texas Yale Capital Corp. More: the full row for Texas Yale Capital Corp. 3,863 $515K 0.02% +423 13F-HR Timeline Wealth Quarterback LLC More: the full row for Wealth Quarterback LLC 3,856 $514K 0.2% +19 13F-HR Timeline Valued Retirements, Inc. More: the full row for Valued Retirements, Inc. 3,597 $510K 0.58% 0 13F-HR Timeline THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 3,816 $508K 0.03% +15 13F-HR Timeline SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 3,800 $506K 0.04% 0 13F-HR Timeline Stone Summit Wealth LLC More: the full row for Stone Summit Wealth LLC 3,800 $506K 0.14% 0 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 3,795 $506K <0.01% +333 13F-HR Timeline Group MARINO, STRAM & ASSOCIATES LLC More: the full row for MARINO, STRAM & ASSOCIATES LLC 3,781 $504K 0.09% +20 13F-HR Timeline ProVise Management Group, LLC More: the full row for ProVise Management Group, LLC 3,753 $500K 0.04% 0 13F-HR Timeline AGF MANAGEMENT LTD in group AGF MANAGEMENT LTD More: the full row for AGF MANAGEMENT LTD 3,681 $491K <0.01% -123 13F-HR Timeline Group KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 3,654 $487K 0.03% +136 13F-HR Timeline PMG Family Office LLC More: the full row for PMG Family Office LLC 3,640 $485K 0.54% 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 3,640 $485K 0.01% +879 13F-HR Timeline Mountain Capital Investment Advisors In… More: the full row for Mountain Capital Investment Advisors Inc. 3,730 $485K 0.09% new 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 3,627 $483K 0.02% -3,259 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 3,610 $481K 0.03% +1,045 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 3,599 $480K <0.01% -506 13F-HR Timeline Group PITTENGER & ANDERSON INC More: the full row for PITTENGER & ANDERSON INC 3,600 $480K 0.02% +250 13F-HR Timeline SCHWARZ DYGOS WHEELER INVESTMENT ADVISO… More: the full row for SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC 3,600 $480K 0.1% 0 13F-HR Timeline Liberty Capital Management, Inc. More: the full row for Liberty Capital Management, Inc. 3,521 $469K 0.09% new 13F-HR Timeline Requisite Capital Management, LLC More: the full row for Requisite Capital Management, LLC 3,516 $469K 0.08% new 13F-HR Timeline Columbia Bank More: the full row for Columbia Bank 3,655 $467K 0.13% +75 13F-HR Timeline AFT, FORSYTH & COMPANY, INC. More: the full row for AFT, FORSYTH & COMPANY, INC. 3,500 $466K 0.22% 0 13F-HR Timeline Stonebridge Financial Planning Group, L… More: the full row for Stonebridge Financial Planning Group, LLC 3,500 $466K 0.18% 0 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 3,498 $466K 0.01% +1,116 13F-HR Timeline Permanent Capital Management, LP More: the full row for Permanent Capital Management, LP 3,484 $464K 0.09% 13F-HR Timeline EXENCIAL WEALTH ADVISORS, LLC More: the full row for EXENCIAL WEALTH ADVISORS, LLC 3,475 $463K 0.02% +31 13F-HR Timeline DIVIDEND ASSETS CAPITAL, LLC More: the full row for DIVIDEND ASSETS CAPITAL, LLC 3,471 $463K 0.08% -609 13F-HR Timeline DEBUSSY CAPITAL MANAGEMENT LP More: the full row for DEBUSSY CAPITAL MANAGEMENT LP 3,436 $458K 0.06% +26 13F-HR Timeline RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 3,433 $458K 0.01% +6 13F-HR Timeline ASAHI LIFE ASSET MANAGEMENT CO., LTD. More: the full row for ASAHI LIFE ASSET MANAGEMENT CO., LTD. 3,402 $453K 0.25% new 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 3,402 $453K 0.04% -197 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 3,170 $453K 0.06% -14 13F-HR/A Timeline Cynosure Group, LLC More: the full row for Cynosure Group, LLC 3,385 $451K 0.05% +85 13F-HR/A Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 3,364 $448K 0.02% +317 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 3,353 $447K 0.01% +683 13F-HR Timeline VAUGHAN & Co SECURITIES, INC. More: the full row for VAUGHAN & Co SECURITIES, INC. 3,347 $446K 0.24% +666 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 3,338 $445K 0.01% +638 13F-HR Timeline Financiere des Professionnels - Fonds d… More: the full row for Financiere des Professionnels - Fonds d'investissement inc. 3,332 $444K 0.03% new 13F-HR Timeline GREENLEAF TRUST More: the full row for GREENLEAF TRUST 3,267 $435K <0.01% +381 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 3,263 $435K 0.01% -689 13F-HR Timeline DAVIDSON INVESTMENT ADVISORS More: the full row for DAVIDSON INVESTMENT ADVISORS 3,232 $431K 0.02% 0 13F-HR Timeline CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 3,221 $429K 0.02% -912 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 3,206 $427K 0.01% +228 13F-HR Timeline Group EMERALD ADVISERS, LLC in group EMERALD ADVISERS, LLC More: the full row for EMERALD ADVISERS, LLC 3,155 $420K 0.01% -462 13F-HR Timeline Group INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 2,968 $420K 0.03% 0 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 3,142 $419K 0.01% +386 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 3,139 $418K 0.02% -287 13F-HR Timeline Group GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 3,122 $416K 0.02% +873 13F-HR Timeline Davies Financial Advisors, Inc. More: the full row for Davies Financial Advisors, Inc. 3,121 $416K 0.34% -125 13F-HR Timeline FORTRESS FINANCIAL GROUP, LLC More: the full row for FORTRESS FINANCIAL GROUP, LLC 3,113 $415K 0.32% +12 13F-HR Timeline Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 3,106 $414K 0.02% +148 13F-HR Timeline Moss Adams Wealth Advisors LLC More: the full row for Moss Adams Wealth Advisors LLC 3,100 $413K 0.03% +35 13F-HR Timeline Raiffeisen Bank International AG in group Raiffeisen Bank International… More: the full row for Raiffeisen Bank International AG 2,953 $409K 0.01% -1,590 13F-HR Timeline Group IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 3,067 $409K 0.01% -140 13F-HR Timeline Northwest & Ethical Investments L.P. More: the full row for Northwest & Ethical Investments L.P. 2,931 $406K 0.01% 0 13F-HR Timeline AlphaQuest LLC More: the full row for AlphaQuest LLC 3,016 $402K 0.03% -5,549 13F-HR Timeline DUDLEY CAPITAL MANAGEMENT, LLC More: the full row for DUDLEY CAPITAL MANAGEMENT, LLC 3,000 $400K 0.18% 0 13F-HR Timeline Massar Capital Management, LP More: the full row for Massar Capital Management, LP 3,000 $400K 0.14% 0 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 2,996 $399K 0.02% -146 13F-HR Timeline Cyndeo Wealth Partners, LLC More: the full row for Cyndeo Wealth Partners, LLC 2,992 $399K 0.02% -1,100 13F-HR Timeline Evercore Wealth Management, LLC More: the full row for Evercore Wealth Management, LLC 2,981 $397K 0.01% 0 13F-HR Timeline Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 2,964 $395K 0.14% +226 13F-HR Timeline SHELL ASSET MANAGEMENT CO More: the full row for SHELL ASSET MANAGEMENT CO 2,952 $393K 0.04% -4,395 13F-HR Timeline Sage Investment Counsel LLC More: the full row for Sage Investment Counsel LLC 2,944 $392K 0.43% +354 13F-HR Timeline Hamilton Capital Partners Inc. More: the full row for Hamilton Capital Partners Inc. 2,934 $391K 0.02% -1,736 13F-HR Timeline CCG WEALTH MANAGEMENT, LLC More: the full row for CCG WEALTH MANAGEMENT, LLC 2,928 $390K 0.18% +19 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 2,882 $384K 0.01% +319 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 2,876 $383K 0.09% 0 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 2,867 $382K 0.01% +92 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 2,759 $382K 0.02% +1,124 13F-HR Timeline MGB Wealth Management, LLC More: the full row for MGB Wealth Management, LLC 2,843 $381K 0.11% -1,487 13F-HR Timeline Turtle Creek Wealth Advisors, LLC More: the full row for Turtle Creek Wealth Advisors, LLC 2,856 $381K 0.03% +1,147 13F-HR Timeline BRADLEY FOSTER & SARGENT INC/CT More: the full row for BRADLEY FOSTER & SARGENT INC/CT 2,850 $380K 0.01% 0 13F-HR Timeline Sunflower Bank, N.A. More: the full row for Sunflower Bank, N.A. 2,843 $379K 0.09% -10 13F-HR Timeline Abacus Planning Group, Inc. More: the full row for Abacus Planning Group, Inc. 2,842 $379K 0.05% +49 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 2,841 $379K 0.01% +17 13F-HR Timeline Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 2,813 $375K 0.02% +66 13F-HR Timeline Delta Investment Management, LLC More: the full row for Delta Investment Management, LLC 2,777 $370K 0.07% new 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 2,777 $370K 0.02% -7,768 13F-HR Timeline Aspen Grove Capital, LLC More: the full row for Aspen Grove Capital, LLC 2,774 $370K 0.06% -724 13F-HR Timeline Topsail Wealth Management, LLC More: the full row for Topsail Wealth Management, LLC 2,728 $364K 0.06% new 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 2,720 $362K 0.04% +1,266 13F-HR Timeline Powell Investment Advisors, LLC More: the full row for Powell Investment Advisors, LLC 2,711 $361K 0.13% 0 13F-HR Timeline Legacy Capital Wealth Partners, LLC More: the full row for Legacy Capital Wealth Partners, LLC 2,682 $357K 0.08% -270 13F-HR Timeline 1832 Asset Management L.P. More: the full row for 1832 Asset Management L.P. 2,680 $357K <0.01% -151,791 13F-HR Timeline Howard Capital Management, LLC More: the full row for Howard Capital Management, LLC 2,650 $353K <0.01% +44 13F-HR Timeline GREAT LAKES ADVISORS, LLC More: the full row for GREAT LAKES ADVISORS, LLC 2,629 $350K <0.01% -111 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 2,882 $348K 0.01% new 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 2,607 $347K 0.01% -150 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 2,588 $345K 0.02% +928 13F-HR Timeline Erste Asset Management GmbH in group Erste Asset Management GmbH More: the full row for Erste Asset Management GmbH 2,484 $344K <0.01% -12,434 13F-HR Timeline Group TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 2,577 $343K 0.01% -156 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 2,563 $342K 0.02% -786 13F-HR Timeline Group OFI INVEST ASSET MANAGEMENT More: the full row for OFI INVEST ASSET MANAGEMENT 3,000 $340K 0.01% -3,802 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 2,549 $340K <0.01% -82,057 13F-HR Timeline CHICKASAW CAPITAL MANAGEMENT LLC More: the full row for CHICKASAW CAPITAL MANAGEMENT LLC 2,543 $339K 0.01% 0 13F-HR Timeline RMR Wealth Builders More: the full row for RMR Wealth Builders 2,515 $335K 0.03% +352 13F-HR Timeline Bank Pictet & Cie (Europe) AG More: the full row for Bank Pictet & Cie (Europe) AG 2,500 $333K 0.01% 0 13F-HR Timeline SHELTON CAPITAL MANAGEMENT More: the full row for SHELTON CAPITAL MANAGEMENT 2,488 $332K 0.01% 0 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 2,464 $328K 0.04% +129 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. FORESIGHT CAPITAL MANAGEMENT ADVISORS, … More: the full row for FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. 2,435 $325K 0.18% new 13F-HR Timeline Alta Advisers Ltd in group Alta Advisers Ltd More: the full row for Alta Advisers Ltd 2,396 $319K 0.1% 0 13F-HR Timeline Group WALLED LAKE PLANNING & WEALTH MANAGEMEN… More: the full row for WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC 2,381 $317K 0.1% +8 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 2,482 $317K 0.01% new 13F-HR/A Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 2,356 $314K 0.01% +818 13F-HR Timeline Cottage Street Advisors LLC More: the full row for Cottage Street Advisors LLC 2,350 $313K 0.13% new 13F-HR Timeline Catalyst Capital Advisors LLC More: the full row for Catalyst Capital Advisors LLC 2,344 $312K 0.01% -33,074 13F-HR Timeline Engineers Gate Manager LP More: the full row for Engineers Gate Manager LP 2,341 $312K <0.01% new 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 2,314 $308K <0.01% -131 13F-HR Timeline Broadway Wealth Solutions, Inc. More: the full row for Broadway Wealth Solutions, Inc. 2,301 $307K 0.17% +132 13F-HR Timeline DELTA ASSET MANAGEMENT LLC/TN More: the full row for DELTA ASSET MANAGEMENT LLC/TN 2,300 $307K 0.03% 0 13F-HR Timeline AXS Investments LLC More: the full row for AXS Investments LLC 2,300 $307K 0.1% 0 13F-HR/A Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 2,299 $306K 0.02% +214 13F-HR Timeline GM Advisory Group, LLC More: the full row for GM Advisory Group, LLC 2,297 $306K 0.01% -7,721 13F-HR Timeline