Wedmont Private Capital More: the full row for Wedmont Private Capital 30,235 $600K 0.02% +172 13F-HR Timeline Ethos Financial Group, LLC More: the full row for Ethos Financial Group, LLC 29,160 $595K 0.05% 0 13F-HR Timeline Glenview Trust Co More: the full row for Glenview Trust Co 29,022 $592K 0.01% +5,822 13F-HR Timeline SG Americas Securities, LLC More: the full row for SG Americas Securities, LLC 28,949 $591K <0.01% +4,474 13F-HR Timeline Canton Hathaway, LLC More: the full row for Canton Hathaway, LLC 28,790 $588K 0.11% -240 13F-HR Timeline Hudson Capital Management LLC More: the full row for Hudson Capital Management LLC 28,568 $583K 0.15% 0 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 28,535 $582K 0.03% +242 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 28,533 $582K <0.01% +3 13F-HR/A Timeline Nicholas Hoffman & Company, LLC. More: the full row for Nicholas Hoffman & Company, LLC. 28,370 $579K 0.01% -3 13F-HR Timeline Western Financial Corp/CA More: the full row for Western Financial Corp/CA 28,199 $576K 0.25% +651 13F-HR Timeline Navis Wealth Advisors, LLC More: the full row for Navis Wealth Advisors, LLC 28,104 $574K 0.43% +643 13F-HR Timeline AUA CAPITAL MANAGEMENT, LLC More: the full row for AUA CAPITAL MANAGEMENT, LLC 27,590 $563K 0.32% 0 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 27,512 $562K 0.03% 0 13F-HR Timeline Formidable Asset Management, LLC More: the full row for Formidable Asset Management, LLC 25,567 $561K 0.09% -483 13F-HR Timeline Spinnaker Investment Group, LLC More: the full row for Spinnaker Investment Group, LLC 27,270 $557K 0.1% new 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 26,589 $543K 0.02% -210 13F-HR Timeline Scientech Research LLC More: the full row for Scientech Research LLC 26,311 $537K 0.19% new 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 26,259 $536K 0.05% -396 13F-HR Timeline MCDONALD PARTNERS LLC More: the full row for MCDONALD PARTNERS LLC 26,034 $531K 0.16% -3,847 13F-HR Timeline Baron Financial Group, LLC More: the full row for Baron Financial Group, LLC 25,977 $530K 0.29% +6,115 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 25,869 $528K 0.01% +5,714 13F-HR Timeline Pasadena Private Wealth, LLC More: the full row for Pasadena Private Wealth, LLC 25,450 $519K 0.07% -16,634 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 25,450 $519K <0.01% -370 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 25,318 $517K 0.01% 0 13F-HR Timeline Florida Trust Wealth Management Co More: the full row for Florida Trust Wealth Management Co 25,300 $516K 0.01% +13,300 13F-HR Timeline Whitener Capital Management, Inc. More: the full row for Whitener Capital Management, Inc. 25,204 $514K 0.12% +156 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 25,182 $514K 0.02% -9 13F-HR Timeline FAMILY WEALTH PARTNERS, LLC More: the full row for FAMILY WEALTH PARTNERS, LLC 24,540 $501K 0.19% +8,245 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 24,482 $500K 0.01% -3,762 13F-HR Timeline Maia Wealth LLC More: the full row for Maia Wealth LLC 24,617 $499K 0.08% new 13F-HR Timeline FSA Advisors, Inc. More: the full row for FSA Advisors, Inc. 24,369 $497K 0.39% 0 13F-HR Timeline Amitell Capital Pte Ltd More: the full row for Amitell Capital Pte Ltd 24,366 $497K 0.37% 0 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 24,190 $494K <0.01% +5,127 13F-HR Timeline ROMAN BUTLER FULLERTON & CO More: the full row for ROMAN BUTLER FULLERTON & CO 23,643 $487K 0.13% +689 13F-HR Timeline Trek Financial, LLC More: the full row for Trek Financial, LLC 23,641 $483K 0.03% -162 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 23,412 $478K 0.04% -1,166 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 23,293 $475K <0.01% +3,327 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 23,279 $475K 0.02% +279 13F-HR Timeline Segment Wealth Management, LLC More: the full row for Segment Wealth Management, LLC 23,140 $472K 0.03% +429 13F-HR Timeline Parcion Private Wealth LLC More: the full row for Parcion Private Wealth LLC 22,982 $469K 0.03% 0 13F-HR Timeline JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 129,013 $466K <0.01% +22,011 13F-HR Timeline VPR Management LLC More: the full row for VPR Management LLC 22,773 $465K 0.21% +10,273 13F-HR Timeline OXFORD ASSET MANAGEMENT LLP More: the full row for OXFORD ASSET MANAGEMENT LLP 22,651 $462K 0.15% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Values Added Financial LLC More: the full row for Values Added Financial LLC 22,513 $459K 0.2% -1,081 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 22,500 $459K 0.02% +6,987 13F-HR Timeline GENTRY PRIVATE WEALTH, LLC More: the full row for GENTRY PRIVATE WEALTH, LLC 22,375 $457K 0.32% +701 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 22,235 $454K 0.02% -1,076 13F-HR Timeline Hamilton Capital Partners Inc. More: the full row for Hamilton Capital Partners Inc. 22,100 $451K 0.02% 0 13F-HR Timeline GRIFFIN ASSET MANAGEMENT, INC. More: the full row for GRIFFIN ASSET MANAGEMENT, INC. 21,753 $444K 0.05% -46,883 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 21,653 $442K 0.03% +2,579 13F-HR Timeline Trueblood Wealth Management, LLC More: the full row for Trueblood Wealth Management, LLC 21,562 $440K 0.17% +346 13F-HR Timeline Intrua Financial, LLC More: the full row for Intrua Financial, LLC 21,550 $440K 0.05% +2,215 13F-HR Timeline Garden State Investment Advisory Servic… More: the full row for Garden State Investment Advisory Services LLC 21,540 $440K 0.11% 0 13F-HR Timeline Laird Norton Wetherby Wealth Management… More: the full row for Laird Norton Wetherby Wealth Management, LLC 21,179 $432K 0.02% +7,400 13F-HR Timeline LeClair Wealth Partners LLC More: the full row for LeClair Wealth Partners LLC 21,087 $430K 0.27% 0 13F-HR Timeline DCM Advisors, LLC More: the full row for DCM Advisors, LLC 22,938 $429K 0.18% -410 13F-HR Timeline INTREPID CAPITAL MANAGEMENT INC More: the full row for INTREPID CAPITAL MANAGEMENT INC 20,959 $428K 0.17% 0 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 20,821 $425K 0.01% +357 13F-HR Timeline Prostatis Group LLC More: the full row for Prostatis Group LLC 20,743 $423K 0.11% -1,493 13F-HR Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 20,437 $417K 0.02% +428 13F-HR Timeline EIGHT 31 FINANCIAL, LLC More: the full row for EIGHT 31 FINANCIAL, LLC 20,405 $416K 0.23% +467 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 20,313 $415K 0.03% -819 13F-HR Timeline Future Financial Wealth Managment LLC More: the full row for Future Financial Wealth Managment LLC 20,300 $414K 0.26% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Heritage Trust Co More: the full row for Heritage Trust Co 20,185 $412K 0.04% 0 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 20,131 $411K 0.02% -102,528 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 20,009 $408K 0.01% -348 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 20,000 $408K 0.04% new 13F-HR Timeline TCTC Holdings, LLC in group TCTC Holdings, LLC More: the full row for TCTC Holdings, LLC 20,000 $408K 0.01% 0 13F-HR Timeline Group PARK CIRCLE Co More: the full row for PARK CIRCLE Co 20,000 $408K 0.35% 0 13F-HR Timeline Wealth Alliance Advisory Group, LLC More: the full row for Wealth Alliance Advisory Group, LLC 19,852 $405K 0.07% 0 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 19,858 $405K 0.02% +5,638 13F-HR Timeline Redmond Asset Management, LLC More: the full row for Redmond Asset Management, LLC 19,395 $396K 0.1% 0 13F-HR Timeline CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 19,318 $394K 0.01% +8,197 13F-HR Timeline PCG Wealth Advisors, LLC More: the full row for PCG Wealth Advisors, LLC 19,282 $394K 0.11% +643 13F-HR Timeline Van Hulzen Asset Management, LLC More: the full row for Van Hulzen Asset Management, LLC 19,202 $392K 0.03% +302 13F-HR Timeline Xcel Wealth Management, LLC More: the full row for Xcel Wealth Management, LLC 19,123 $390K 0.1% -4,138 13F-HR Timeline FULLCIRCLE WEALTH LLC More: the full row for FULLCIRCLE WEALTH LLC 19,071 $387K 0.14% 0 13F-HR Timeline Calydon Capital More: the full row for Calydon Capital 18,775 $383K 0.06% -1,600 13F-HR Timeline CX Institutional More: the full row for CX Institutional 18,626 $380K 0.01% +18,519 13F-HR Timeline Generation Capital Management LLC More: the full row for Generation Capital Management LLC 18,600 $380K 0.27% 0 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 18,560 $379K 0.02% +18,422 13F-HR Timeline CLARK FINANCIAL SERVICES GROUP INC … More: the full row for CLARK FINANCIAL SERVICES GROUP INC /BD 18,571 $379K 0.2% +1,668 13F-HR Timeline Tradition Wealth Management, LLC More: the full row for Tradition Wealth Management, LLC 18,567 $379K 0.03% +141 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 18,249 $372K 0.03% -3,431 13F-HR Timeline MRP Capital Investments, LLC More: the full row for MRP Capital Investments, LLC 16,925 $372K 0.32% -9,800 13F-HR/A Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 18,095 $369K 0.02% 0 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 17,965 $367K 0.01% -1,330 13F-HR Timeline LVW Advisors, LLC More: the full row for LVW Advisors, LLC 17,778 $363K 0.04% +134 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 17,724 $362K 0.01% +788 13F-HR Timeline Fiduciary Alliance LLC More: the full row for Fiduciary Alliance LLC 17,564 $358K 0.02% +328 13F-HR Timeline J.Safra Asset Management Corp More: the full row for J.Safra Asset Management Corp 17,515 $357K 0.02% +2,984 13F-HR Timeline Cypress Wealth Services, LLC More: the full row for Cypress Wealth Services, LLC 17,509 $357K 0.06% -898 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 17,096 $349K 0.01% +4,332 13F-HR Timeline COMPASS CAPITAL CORP /MA/ /ADV More: the full row for COMPASS CAPITAL CORP /MA/ /ADV 17,196 $349K 0.15% 0 13F-HR Timeline Platform Technology Partners More: the full row for Platform Technology Partners 17,082 $349K 0.08% 0 13F-HR Timeline DeepCurrents Investment Group LLC More: the full row for DeepCurrents Investment Group LLC 17,007 $347K 0.01% 0 13F-HR Timeline SFG Wealth Management, LLC. More: the full row for SFG Wealth Management, LLC. 16,865 $344K 0.15% -16,246 13F-HR Timeline Tyche Wealth Partners LLC More: the full row for Tyche Wealth Partners LLC 16,776 $342K 0.06% +26 13F-HR Timeline OPTIMUM INVESTMENT ADVISORS More: the full row for OPTIMUM INVESTMENT ADVISORS 16,749 $342K 0.14% 0 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 16,749 $342K 0.01% new 13F-HR Timeline Worth Asset Management, LLC More: the full row for Worth Asset Management, LLC 16,663 $340K 0.15% +361 13F-HR Timeline XML Financial, LLC More: the full row for XML Financial, LLC 16,649 $340K 0.03% +1,353 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 16,611 $339K <0.01% +10,250 13F-HR Timeline GREAT VALLEY ADVISOR GROUP, INC. in group GREAT VALLEY ADVISOR GROUP, I… More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 16,552 $338K 0.01% +218 13F-HR Timeline Group LexAurum Advisors, LLC More: the full row for LexAurum Advisors, LLC 16,525 $337K 0.05% +3 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 16,505 $337K 0.01% -2,363 13F-HR Timeline FAS Wealth Partners, Inc. More: the full row for FAS Wealth Partners, Inc. 16,455 $336K 0.02% +20 13F-HR Timeline Kentucky Trust Co More: the full row for Kentucky Trust Co 16,335 $333K 0.18% +17 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 16,270 $333K <0.01% +1,434 13F-HR Timeline Group CALTON & ASSOCIATES, INC. More: the full row for CALTON & ASSOCIATES, INC. 16,249 $332K 0.05% +928 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 16,212 $331K 0.02% -6,467 13F-HR Timeline VAUGHAN NELSON INVESTMENT MANAGEMENT, L… More: the full row for VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. 15,950 $326K <0.01% 0 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 15,743 $321K 0.01% +75 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 15,627 $319K 0.02% -508 13F-HR Timeline Douglass Winthrop Advisors, LLC More: the full row for Douglass Winthrop Advisors, LLC 15,590 $318K 0.01% +2,525 13F-HR Timeline DEUTSCHE BANK AG\ in group DEUTSCHE BANK AG\ More: the full row for DEUTSCHE BANK AG\ 15,372 $314K <0.01% +9 13F-HR Timeline Group MBL Wealth, LLC More: the full row for MBL Wealth, LLC 15,316 $313K 0.03% -3,000 13F-HR Timeline MOODY NATIONAL BANK TRUST DIVISION in group MOODY NATIONAL BANK TRUST DIV… More: the full row for MOODY NATIONAL BANK TRUST DIVISION 15,247 $311K 0.03% -68 13F-HR Timeline Group Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 15,151 $309K 0.01% +225 13F-HR Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 15,140 $309K 0.01% +2,777 13F-HR Timeline Severin Investments, LLC More: the full row for Severin Investments, LLC 15,120 $309K 0.27% +188 13F-HR Timeline Merkkuri Wealth Advisors LLC More: the full row for Merkkuri Wealth Advisors LLC 15,117 $309K 0.22% 0 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 15,094 $308K 0.01% new 13F-HR Timeline D L CARLSON INVESTMENT GROUP INC More: the full row for D L CARLSON INVESTMENT GROUP INC 14,988 $306K 0.05% +3,068 13F-HR Timeline Stillwater Wealth Management Group More: the full row for Stillwater Wealth Management Group 14,975 $306K 0.21% 13F-HR Timeline O'ROURKE & COMPANY, Inc More: the full row for O'ROURKE & COMPANY, Inc 14,936 $305K 0.13% +189 13F-HR Timeline BECK CAPITAL MANAGEMENT, LLC More: the full row for BECK CAPITAL MANAGEMENT, LLC 14,924 $305K 0.07% +256 13F-HR Timeline BARD ASSOCIATES INC More: the full row for BARD ASSOCIATES INC 14,870 $303K 0.08% -6,514 13F-HR Timeline Firestone Capital Management More: the full row for Firestone Capital Management 14,850 $303K 0.07% 0 13F-HR Timeline ACORN CREEK CAPITAL LLC More: the full row for ACORN CREEK CAPITAL LLC 14,685 $300K 0.11% +1,250 13F-HR Timeline Castle Rock Wealth Management, LLC More: the full row for Castle Rock Wealth Management, LLC 14,568 $296K 0.07% +325 13F-HR Timeline SCOTIA CAPITAL INC. More: the full row for SCOTIA CAPITAL INC. 14,425 $294K <0.01% -745 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 14,215 $290K 0.01% +411 13F-HR Timeline Oregon Pacific Wealth Management, LLC More: the full row for Oregon Pacific Wealth Management, LLC 14,184 $289K 0.25% -291 13F-HR Timeline BIP Wealth, LLC More: the full row for BIP Wealth, LLC 14,012 $286K 0.01% -12,817 13F-HR Timeline Highlander Partners, L.P. More: the full row for Highlander Partners, L.P. 14,000 $286K 0.1% 0 13F-HR Timeline Secure Asset Management, LLC More: the full row for Secure Asset Management, LLC 13,804 $278K 0.05% 0 13F-HR Timeline Trivium Point Advisory, LLC More: the full row for Trivium Point Advisory, LLC 13,461 $275K 0.03% new 13F-HR Timeline Bridgewealth Advisory Group, LLC More: the full row for Bridgewealth Advisory Group, LLC 13,430 $274K 0.06% +600 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 13,400 $273K <0.01% +1,073 13F-HR Timeline Group Black Swift Group, LLC More: the full row for Black Swift Group, LLC 13,350 $272K 0.05% -9,150 13F-HR Timeline KORNITZER CAPITAL MANAGEMENT INC /KS More: the full row for KORNITZER CAPITAL MANAGEMENT INC /KS 13,311 $272K 0.01% +317 13F-HR Timeline Strategies Wealth Advisors, LLC More: the full row for Strategies Wealth Advisors, LLC 13,304 $272K 0.03% +3,572 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 13,283 $271K 0.01% +1,743 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 13,236 $270K <0.01% +176 13F-HR Timeline Group Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 13,207 $270K 0.01% -883 13F-HR Timeline Consolidated Portfolio Review Corp More: the full row for Consolidated Portfolio Review Corp 13,204 $269K 0.03% -709 13F-HR Timeline Callahan Advisors, LLC More: the full row for Callahan Advisors, LLC 13,200 $269K 0.02% -4,198 13F-HR Timeline Anfield Capital Management, LLC in group Anfield Capital Management, L… More: the full row for Anfield Capital Management, LLC 13,087 $267K 0.08% +3 13F-HR Timeline Group 5T Wealth, LLC More: the full row for 5T Wealth, LLC 13,044 $266K 0.12% +8 13F-HR Timeline Cornerstone Advisory, LLC More: the full row for Cornerstone Advisory, LLC 13,000 $265K 0.03% -273 13F-HR Timeline COMMONS CAPITAL, LLC More: the full row for COMMONS CAPITAL, LLC 13,000 $265K 0.18% 0 13F-HR Timeline SEVEN MILE ADVISORY More: the full row for SEVEN MILE ADVISORY 13,000 $265K 0.04% 0 13F-HR Timeline Purkiss Capital Advisors LLC More: the full row for Purkiss Capital Advisors LLC 13,000 $265K 0.13% +3,000 13F-HR Timeline Cyndeo Wealth Partners, LLC More: the full row for Cyndeo Wealth Partners, LLC 12,974 $265K 0.01% +291 13F-HR Timeline NWF Advisory Services Inc. More: the full row for NWF Advisory Services Inc. 12,845 $262K 0.03% +102 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 12,826 $262K 0.02% 0 13F-HR Timeline Wealth Quarterback LLC More: the full row for Wealth Quarterback LLC 12,717 $260K 0.1% -2,354 13F-HR Timeline Bay Colony Advisory Group, Inc d/b/a Ba… More: the full row for Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 12,693 $259K 0.03% -985 13F-HR Timeline Autumn Glory Partners, LLC More: the full row for Autumn Glory Partners, LLC 12,535 $256K 0.11% 0 13F-HR Timeline Koss-Olinger Consulting, LLC More: the full row for Koss-Olinger Consulting, LLC 11,535 $253K 0.02% 0 13F-HR Timeline Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 12,391 $253K 0.03% -430 13F-HR Timeline National Philanthropic Trust More: the full row for National Philanthropic Trust 12,291 $251K <0.01% 0 13F-HR Timeline Steadtrust LLC More: the full row for Steadtrust LLC 12,280 $251K 0.17% 0 13F-HR/A Timeline Aigen Investment Management, LP More: the full row for Aigen Investment Management, LP 12,174 $248K 0.04% new 13F-HR Timeline Windsor Advisory Group, LLC More: the full row for Windsor Advisory Group, LLC 12,144 $248K 0.22% new 13F-HR Timeline FULTON BREAKEFIELD BROENNIMAN LLC More: the full row for FULTON BREAKEFIELD BROENNIMAN LLC 12,132 $248K 0.02% 0 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 12,125 $247K 0.01% +1,817 13F-HR Timeline Group CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 11,975 $244K <0.01% +5,745 13F-HR Timeline Group Bison Wealth, LLC More: the full row for Bison Wealth, LLC 11,900 $243K 0.02% new 13F-HR Timeline Principle Wealth Partners LLC More: the full row for Principle Wealth Partners LLC 11,833 $242K 0.01% +123 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 11,766 $240K 0.01% new 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 11,765 $240K 0.01% +393 13F-HR Timeline FORA Capital, LLC More: the full row for FORA Capital, LLC 11,752 $240K 0.04% -12,764 13F-HR Timeline Squarepoint Ops LLC in group Squarepoint Ops LLC More: the full row for Squarepoint Ops LLC 11,636 $237K <0.01% -107,593 13F-HR Timeline Group Vanguard Personalized Indexing Manageme… in group VANGUARD GROUP INC More: the full row for Vanguard Personalized Indexing Management, LLC 11,630 $237K <0.01% +1,446 13F-HR Timeline Group SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 11,615 $237K 0.01% +156 13F-HR Timeline Group PROMETHIUM ADVISORS,LLC More: the full row for PROMETHIUM ADVISORS,LLC 11,586 $236K 0.14% 0 13F-HR Timeline TIAA TRUST, NATIONAL ASSOCIATION in group TIAA More: the full row for TIAA TRUST, NATIONAL ASSOCIATION 11,568 $236K <0.01% -430 13F-HR Timeline Group Successful Portfolios LLC More: the full row for Successful Portfolios LLC 11,499 $235K 0.14% +698 13F-HR Timeline Sage Investment Counsel LLC More: the full row for Sage Investment Counsel LLC 11,420 $233K 0.26% 0 13F-HR Timeline Summit Trail Advisors, LLC More: the full row for Summit Trail Advisors, LLC 11,417 $233K <0.01% +164 13F-HR Timeline Stablepoint Partners, LLC More: the full row for Stablepoint Partners, LLC 11,336 $231K 0.04% +201 13F-HR Timeline REDMONT WEALTH ADVISORS LLC More: the full row for REDMONT WEALTH ADVISORS LLC 11,272 $230K 0.32% +410 13F-HR Timeline Western Pacific Wealth Management, LP More: the full row for Western Pacific Wealth Management, LP 11,261 $230K 0.22% 0 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 11,209 $229K <0.01% 0 13F-HR Timeline FIDUCIARY FAMILY OFFICE, LLC More: the full row for FIDUCIARY FAMILY OFFICE, LLC 11,186 $228K 0.06% 0 13F-HR Timeline KG Capital Management More: the full row for KG Capital Management 11,170 $228K 0.06% +1,050 13F-HR Timeline Plancorp, LLC More: the full row for Plancorp, LLC 11,159 $228K 0.01% 0 13F-HR Timeline CHAPIN DAVIS, INC. More: the full row for CHAPIN DAVIS, INC. 11,141 $227K 0.06% +1,160 13F-HR Timeline Beaumont Financial Advisors, LLC More: the full row for Beaumont Financial Advisors, LLC 11,126 $227K 0.02% +162 13F-HR Timeline Oakwell Private Wealth Management, LLC More: the full row for Oakwell Private Wealth Management, LLC 11,100 $227K 0.05% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. VISTA INVESTMENT MANAGEMENT More: the full row for VISTA INVESTMENT MANAGEMENT 11,028 $225K 0.08% -542 13F-HR Timeline Accredited Investors Inc. More: the full row for Accredited Investors Inc. 10,955 $224K 0.01% 0 13F-HR Timeline CWS Financial Advisors, LLC More: the full row for CWS Financial Advisors, LLC 10,927 $223K 0.06% +1,728 13F-HR Timeline Ascentis Independent Advisors in group Ascentis Wealth Management, L… More: the full row for Ascentis Independent Advisors 10,867 $222K 0.04% +1,218 13F-HR Timeline Group Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 10,866 $222K <0.01% +291 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 10,852 $221K 0.02% -32,592 13F-HR Timeline Alpha Omega Wealth Management LLC More: the full row for Alpha Omega Wealth Management LLC 10,848 $221K 0.04% +239 13F-HR/A Timeline Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 10,816 $221K 0.04% +244 13F-HR Timeline