Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 9,873 $19.6M 0.19% +557 13F-HR Timeline Group STRATEGIC PLANNING GROUP, LLC More: the full row for STRATEGIC PLANNING GROUP, LLC 9,871 $19.6M 2.14% +4,143 13F-HR Timeline SlateStone Wealth, LLC More: the full row for SlateStone Wealth, LLC 9,808 $19.5M 1.49% +175 13F-HR Timeline Madison Asset Management, LLC in group Madison Asset Management, LLC More: the full row for Madison Asset Management, LLC 9,760 $19.4M 0.23% +130 13F-HR Timeline Group Traynor Capital Management, Inc. More: the full row for Traynor Capital Management, Inc. 9,590 $19.1M 0.9% +8,884 13F-HR Timeline AM INVESTMENT STRATEGIES LLC More: the full row for AM INVESTMENT STRATEGIES LLC 9,510 $18.9M 3.63% -82 13F-HR Timeline KP Management LLC More: the full row for KP Management LLC 9,500 $18.9M 3.96% -1,000 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 9,497 $18.9M 0.17% +40 13F-HR Timeline Group CANTOR FITZGERALD, L. P. in group CANTOR FITZGERALD, L. P. More: the full row for CANTOR FITZGERALD, L. P. 9,352 $18.6M 0.36% new 13F-HR/A Timeline Group Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 9,333 $18.6M +434 Timeline SPINNAKER TRUST More: the full row for SPINNAKER TRUST 9,332 $18.6M 0.9% +471 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 9,094 $18.1M 0.24% +775 13F-HR Timeline Naviter Wealth, LLC More: the full row for Naviter Wealth, LLC 9,088 $18.1M 1.64% +1,236 13F-HR Timeline Stanley-Laman Group, Ltd. More: the full row for Stanley-Laman Group, Ltd. 9,077 $18.1M 1.83% -4,606 13F-HR Timeline BANCO BILBAO VIZCAYA ARGENTARIA, S.A. More: the full row for BANCO BILBAO VIZCAYA ARGENTARIA, S.A. 9,169 $18M 0.11% +134 13F-HR Timeline Hedeker Wealth, LLC More: the full row for Hedeker Wealth, LLC 9,036 $18M 3.43% -134 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 9,004 $17.9M 0.2% -631 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 8,927 $17.7M 0.14% -42 13F-HR Timeline DC Investments Management, LLC More: the full row for DC Investments Management, LLC 8,788 $17.5M 5.96% 0 13F-HR Timeline American Money Management, LLC More: the full row for American Money Management, LLC 8,766 $17.4M 2.49% -357 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 8,672 $17.3M 0.19% +820 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 8,587 $17.1M 0.08% -671 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 8,581 $17.1M 0.15% +1,376 13F-HR Timeline Group Talos Eurisko Asset Management LP More: the full row for Talos Eurisko Asset Management LP 8,580 $17.1M 2.51% -22,792 13F-HR Timeline Mubadala Investment Co PJSC More: the full row for Mubadala Investment Co PJSC 8,535 $17M 0.05% +1,164 13F-HR Timeline Telos Capital Management, Inc. More: the full row for Telos Capital Management, Inc. 8,511 $16.9M 1.49% -303 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 8,507 $16.9M 0.25% -1,328 13F-HR Timeline PICTON MAHONEY ASSET MANAGEMENT More: the full row for PICTON MAHONEY ASSET MANAGEMENT 8,415 $16.7M 0.15% -1,018 13F-HR Timeline RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 8,358 $16.6M 0.25% +1,188 13F-HR/A Timeline ARMSTRONG HENRY H ASSOCIATES INC More: the full row for ARMSTRONG HENRY H ASSOCIATES INC 8,355 $16.6M 1.61% +558 13F-HR Timeline Parkwood LLC More: the full row for Parkwood LLC 8,353 $16.6M 1.19% new 13F-HR Timeline Crow's Nest Holdings LP More: the full row for Crow's Nest Holdings LP 8,350 $16.6M 5.02% new 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 8,310 $16.5M 0.29% -887 13F-HR Timeline Coastal Bridge Advisors, LLC More: the full row for Coastal Bridge Advisors, LLC 8,289 $16.5M 1.02% -2,090 13F-HR Timeline KR Capital LP More: the full row for KR Capital LP 8,270 $16.5M 1.63% +3,921 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 8,264 $16.4M 0.32% -1,464 13F-HR Timeline Group Covenant Asset Management, LLC More: the full row for Covenant Asset Management, LLC 8,255 $16.4M 2.92% -105 13F-HR Timeline Hudson Bay Capital Management LP in group Hudson Bay Capital Management… More: the full row for Hudson Bay Capital Management LP 8,220 $16.4M 0.08% +962 13F-HR Timeline Group Manhattan West Asset Management, LLC More: the full row for Manhattan West Asset Management, LLC 8,161 $16.2M 2.71% +330 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 8,134 $16.2M 0.4% +496 13F-HR Timeline Global X Japan Co., Ltd. More: the full row for Global X Japan Co., Ltd. 8,046 $16M 0.59% +3,357 13F-HR Timeline ACCOUNT MANAGEMENT LLC More: the full row for ACCOUNT MANAGEMENT LLC 8,020 $16M 16.12% -280 13F-HR Timeline Pine Ridge Advisers LLC More: the full row for Pine Ridge Advisers LLC 8,005 $15.9M 0.98% +3,500 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 8,002 $15.9M 0.1% -981 13F-HR Timeline Group BOSTON FAMILY OFFICE LLC More: the full row for BOSTON FAMILY OFFICE LLC 7,993 $15.9M 0.97% +204 13F-HR Timeline SAPIENT CAPITAL LLC More: the full row for SAPIENT CAPITAL LLC 7,959 $15.8M 0.21% +7,416 13F-HR/A Timeline Pictet North America Advisors SA More: the full row for Pictet North America Advisors SA 7,946 $15.8M 1.39% -1,646 13F-HR Timeline Suncoast Equity Management More: the full row for Suncoast Equity Management 7,930 $15.8M 1.98% new 13F-HR Timeline BAILARD, INC. More: the full row for BAILARD, INC. 7,906 $15.7M 0.32% +301 13F-HR Timeline Warther Private Wealth, LLC More: the full row for Warther Private Wealth, LLC 7,896 $15.7M 3.45% -2,857 13F-HR Timeline Nan Shan Life Insurance Co., Ltd. More: the full row for Nan Shan Life Insurance Co., Ltd. 7,879 $15.7M 0.49% +7,710 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 7,773 $15.5M 0.38% -49 13F-HR Timeline LGT Group Foundation in group LGT Group Foundation More: the full row for LGT Group Foundation 7,748 $15.4M 0.17% -532 13F-HR Timeline Group Independent Advisor Alliance More: the full row for Independent Advisor Alliance 7,738 $15.4M 0.36% -67 13F-HR Timeline Clean Yield Group More: the full row for Clean Yield Group 7,698 $15.3M 3.8% -1,174 13F-HR Timeline Ironvine Capital Partners, LLC More: the full row for Ironvine Capital Partners, LLC 7,696 $15.3M 1.43% +949 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 7,686 $15.3M 0.1% +6,020 13F-HR Timeline Westend Capital Management, LLC More: the full row for Westend Capital Management, LLC 7,643 $15.2M 3.48% +40 13F-HR Timeline One Capital Management, LLC More: the full row for One Capital Management, LLC 11,495 $15.2M 0.42% 0 13F-HR Timeline Yarbrough Capital, LLC More: the full row for Yarbrough Capital, LLC 7,556 $15M 0.45% 0 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 7,517 $15M 0.05% +710 13F-HR Timeline Solidarity Wealth, LLC More: the full row for Solidarity Wealth, LLC 7,481 $14.9M 2.59% -970 13F-HR Timeline Squarepoint Ops LLC in group Squarepoint Ops LLC More: the full row for Squarepoint Ops LLC 7,373 $14.7M 0.03% -35,394 13F-HR Timeline Group Miller Capital Partners, Inc. More: the full row for Miller Capital Partners, Inc. 7,347 $14.6M 5.74% -4 13F-HR Timeline OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC More: the full row for OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC 7,341 $14.6M 0.81% -62 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 7,335 $14.6M 0.08% -199 13F-HR Timeline Alley Investment Management Company, LLC More: the full row for Alley Investment Management Company, LLC 7,297 $14.5M 1.7% new 13F-HR Timeline Gunderson Capital Management LLC More: the full row for Gunderson Capital Management LLC 7,289 $14.5M 3.92% +84 13F-HR Timeline Red Door Wealth Management, LLC More: the full row for Red Door Wealth Management, LLC 7,263 $14.4M 1.32% +405 13F-HR Timeline OpenArc Corporate Advisory, LLC More: the full row for OpenArc Corporate Advisory, LLC 7,245 $14.4M 0.17% +1,828 13F-HR Timeline PROFUND ADVISORS LLC More: the full row for PROFUND ADVISORS LLC 7,236 $14.4M 0.4% +647 13F-HR Timeline OVERSEA-CHINESE BANKING Corp Ltd in group OVERSEA-CHINESE BANKING Corp … More: the full row for OVERSEA-CHINESE BANKING Corp Ltd 8,006 $14.4M 0.34% +5,556 13F-HR Timeline Group Peterson Wealth Services More: the full row for Peterson Wealth Services 7,216 $14.4M 3.13% -133 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 7,205 $14.3M 0.34% +87 13F-HR Timeline Hel Ved Capital Management Ltd More: the full row for Hel Ved Capital Management Ltd 7,155 $14.2M 2.01% new 13F-HR Timeline Roundview Capital LLC More: the full row for Roundview Capital LLC 7,150 $14.2M 0.78% -99 13F-HR Timeline KKM Financial LLC More: the full row for KKM Financial LLC 8,699 $14.2M 1.94% -1,927 13F-HR Timeline Fremen Capital Management LP More: the full row for Fremen Capital Management LP 7,120 $14.2M 12.43% +905 13F-HR Timeline Greenwoods Asset Management Hong Kong L… in group Greenwoods Asset Management H… More: the full row for Greenwoods Asset Management Hong Kong Ltd. 7,070 $14.1M 0.64% new 13F-HR Timeline Group Promethos Capital, LLC More: the full row for Promethos Capital, LLC 7,040 $14M 3.81% +180 13F-HR Timeline Everest Financial Group LLC More: the full row for Everest Financial Group LLC 6,897 $13.7M 1.86% -162 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 6,692 $13.3M 0.06% +769 13F-HR Timeline Life Cycle Investment Partners Ltd More: the full row for Life Cycle Investment Partners Ltd 6,635 $13.2M 0.06% +1,266 13F-HR Timeline HOWE & RUSLING INC More: the full row for HOWE & RUSLING INC 6,596 $13.1M 0.76% -39 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 6,543 $13M 0.16% +342 13F-HR Timeline Caprock Group, LLC More: the full row for Caprock Group, LLC 6,529 $13M 0.25% +347 13F-HR Timeline Waterloo Capital, L.P. More: the full row for Waterloo Capital, L.P. 6,498 $12.9M 0.73% +4,990 13F-HR Timeline Chronos Wealth Management, LLC More: the full row for Chronos Wealth Management, LLC 6,475 $12.9M 5.72% -81 13F-HR Timeline Advisors Asset Management, Inc. More: the full row for Advisors Asset Management, Inc. 6,469 $12.9M 0.2% +1,655 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 6,412 $12.8M 0.26% -706 13F-HR Timeline Hennion & Walsh Asset Management, Inc. More: the full row for Hennion & Walsh Asset Management, Inc. 6,371 $12.7M 0.36% +1,230 13F-HR Timeline Hudson Value Partners, LLC More: the full row for Hudson Value Partners, LLC 6,367 $12.7M 3.18% -398 13F-HR Timeline Stiles Financial Services Inc More: the full row for Stiles Financial Services Inc 6,323 $12.6M 3.16% +106 13F-HR Timeline JAMES INVESTMENT RESEARCH, INC. More: the full row for JAMES INVESTMENT RESEARCH, INC. 6,263 $12.5M 1.27% -240 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 6,244 $12.4M 0.39% +17 13F-HR Timeline EAGLE GLOBAL ADVISORS LLC More: the full row for EAGLE GLOBAL ADVISORS LLC 6,243 $12.4M 0.41% +21 13F-HR Timeline DONALDSON CAPITAL MANAGEMENT, LLC More: the full row for DONALDSON CAPITAL MANAGEMENT, LLC 6,207 $12.3M 0.35% +6,014 13F-HR Timeline Legal Advantage Investments, Inc. More: the full row for Legal Advantage Investments, Inc. 6,170 $12.3M 4.3% +465 13F-HR Timeline Trust Co of Kansas More: the full row for Trust Co of Kansas 6,156 $12.2M 6.28% -314 13F-HR Timeline NEEDHAM INVESTMENT MANAGEMENT LLC in group NEEDHAM INVESTMENT MANAGEMENT… More: the full row for NEEDHAM INVESTMENT MANAGEMENT LLC 6,150 $12.2M 0.37% +350 13F-HR Timeline Group Aviso Financial Inc. More: the full row for Aviso Financial Inc. 6,099 $12.1M 0.42% +23 13F-HR Timeline USS Investment Management Ltd More: the full row for USS Investment Management Ltd 6,100 $12.1M 0.04% new 13F-HR Timeline Canal Capital Management, LLC More: the full row for Canal Capital Management, LLC 6,088 $12.1M 1.48% -1,226 13F-HR Timeline Innovative Asset Advisors Group, LLC More: the full row for Innovative Asset Advisors Group, LLC 6,008 $12M 5.23% +5,328 13F-HR Timeline J. Goldman & Co LP More: the full row for J. Goldman & Co LP 6,000 $11.9M 0.42% new 13F-HR Timeline OPAL CAPITAL LLC More: the full row for OPAL CAPITAL LLC 5,976 $11.9M 2.12% -242 13F-HR Timeline Gibraltar Capital Management, Inc. More: the full row for Gibraltar Capital Management, Inc. 5,941 $11.8M 1.83% +12 13F-HR Timeline SEAVIEW INVESTMENT MANAGERS LLC More: the full row for SEAVIEW INVESTMENT MANAGERS LLC 5,930 $11.8M 3.52% -2,328 13F-HR Timeline Progressive Investment Management Corp More: the full row for Progressive Investment Management Corp 5,903 $11.7M 2.58% +929 13F-HR Timeline Louisiana State Employees Retirement Sy… More: the full row for Louisiana State Employees Retirement System 5,900 $11.7M 0.17% +100 13F-HR/A Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 5,897 $11.7M 0.13% -394 13F-HR Timeline Pacer Advisors, Inc. More: the full row for Pacer Advisors, Inc. 5,815 $11.6M 0.03% +2,581 13F-HR Timeline Advocacy Wealth Management, LLC More: the full row for Advocacy Wealth Management, LLC 5,796 $11.5M 0.42% -2,816 13F-HR Timeline Governors Lane LP More: the full row for Governors Lane LP 5,770 $11.5M 1.15% -3,028 13F-HR Timeline Voleon Capital Management LP More: the full row for Voleon Capital Management LP 5,737 $11.4M 0.21% -3,719 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 5,701 $11.3M 0.06% -28 13F-HR Timeline United Capital Management of KS, Inc. More: the full row for United Capital Management of KS, Inc. 5,677 $11.3M 1.48% +5,477 13F-HR Timeline SeaBridge Investment Advisors LLC More: the full row for SeaBridge Investment Advisors LLC 5,639 $11.2M 1.62% +137 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 5,615 $11.2M 0.11% +125 13F-HR Timeline CONTRAVISORY INVESTMENT MANAGEMENT, INC. More: the full row for CONTRAVISORY INVESTMENT MANAGEMENT, INC. 5,614 $11.2M 1.97% +5,605 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 5,611 $11.2M 0.06% +65 13F-HR Timeline TOCQUEVILLE ASSET MANAGEMENT L.P. in group TOCQUEVILLE ASSET MANAGEMENT … More: the full row for TOCQUEVILLE ASSET MANAGEMENT L.P. 5,564 $11.1M 0.15% +1,116 13F-HR Timeline Group Ipswich Investment Management Co., Inc. More: the full row for Ipswich Investment Management Co., Inc. 5,547 $11M 2.33% -166 13F-HR Timeline DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 5,537 $11M 0.18% +985 13F-HR Timeline Aspiring Ventures, LLC More: the full row for Aspiring Ventures, LLC 5,536 $11M 2.89% +74 13F-HR Timeline WINDWARD CAPITAL MANAGEMENT CO /CA More: the full row for WINDWARD CAPITAL MANAGEMENT CO /CA 5,532 $11M 0.83% -56 13F-HR Timeline WEITZ INVESTMENT MANAGEMENT, INC. More: the full row for WEITZ INVESTMENT MANAGEMENT, INC. 5,500 $10.9M 0.76% 0 13F-HR Timeline Red Spruce Capital, LLC More: the full row for Red Spruce Capital, LLC 5,485 $10.9M 3.81% -71 13F-HR Timeline Dilation Capital Management LP More: the full row for Dilation Capital Management LP 5,470 $10.9M 4.39% -85 13F-HR Timeline Paragon Advisors, LLC More: the full row for Paragon Advisors, LLC 5,464 $10.9M 2.28% +1,071 13F-HR Timeline FIRST FOUNDATION ADVISORS in group FIRST FOUNDATION ADVISORS More: the full row for FIRST FOUNDATION ADVISORS 5,422 $10.8M 0.39% -1,060 13F-HR Timeline Group Glenview Trust Co More: the full row for Glenview Trust Co 5,417 $10.8M 0.15% +501 13F-HR/A Timeline Howard Hughes Medical Institute More: the full row for Howard Hughes Medical Institute 5,405 $10.8M 2.41% 0 13F-HR Timeline CONSOLIDATED CAPITAL MANAGEMENT, LLC More: the full row for CONSOLIDATED CAPITAL MANAGEMENT, LLC 5,403 $10.7M 2.87% +33 13F-HR Timeline CAPITAL GROUP INVESTMENT MANAGEMENT PTE… group of 2 filers holding More: the full row for CAPITAL GROUP INVESTMENT MANAGEMENT PTE. LTD. 5,359 $10.7M +106 Timeline Orion Investment Co More: the full row for Orion Investment Co 5,338 $10.6M 3.1% -33 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 5,311 $10.6M 0.2% +135 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) 5,297 $10.5M 0.26% -4,002 13F-HR Timeline Group Compound Planning, Inc. More: the full row for Compound Planning, Inc. 5,261 $10.5M 0.27% -12 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 5,259 $10.5M 0.06% +55 13F-HR Timeline Martin Capital Partners, LLC More: the full row for Martin Capital Partners, LLC 5,180 $10.3M 3.79% -1,373 13F-HR Timeline Busey Bank More: the full row for Busey Bank 5,160 $10.3M 0.25% +192 13F-HR Timeline Sand Hill Global Advisors, LLC More: the full row for Sand Hill Global Advisors, LLC 5,142 $10.2M 0.31% +4,914 13F-HR Timeline Faithward Advisors, LLC More: the full row for Faithward Advisors, LLC 5,133 $10.2M 1.25% +54 13F-HR Timeline Asio Capital, LLC More: the full row for Asio Capital, LLC 5,133 $10.2M 1.31% -349 13F-HR Timeline Rossmore Private Capital More: the full row for Rossmore Private Capital 5,092 $10.1M 0.82% -35 13F-HR Timeline Cox Capital Mgt LLC More: the full row for Cox Capital Mgt LLC 5,068 $10.1M 5.61% +6 13F-HR Timeline GRAYBILL WEALTH MANAGEMENT, LTD. More: the full row for GRAYBILL WEALTH MANAGEMENT, LTD. 4,997 $9.94M 2.68% -60 13F-HR Timeline SIH Partners, LLLP in group SIH Partners, LLLP More: the full row for SIH Partners, LLLP 4,990 $9.93M 0.41% +2,934 13F-HR Timeline Group BAR HARBOR WEALTH MANAGEMENT in group BAR HARBOR WEALTH MANAGEMENT More: the full row for BAR HARBOR WEALTH MANAGEMENT 4,957 $9.86M 0.53% +435 13F-HR Timeline Group Fiduciary Group, LLC More: the full row for Fiduciary Group, LLC 4,944 $9.84M 0.77% +8 13F-HR Timeline LOGAN CAPITAL MANAGEMENT INC More: the full row for LOGAN CAPITAL MANAGEMENT INC 4,944 $9.84M 0.37% new 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 4,936 $9.82M 0.03% +266 13F-HR Timeline Symmetry Investments LP in group Symmetry Investments LP More: the full row for Symmetry Investments LP 4,931 $9.81M 1.09% -3,016 13F-HR Timeline Group Essex Financial Services, Inc. group of 2 filers holding More: the full row for Essex Financial Services, Inc. 4,914 $9.78M +164 Timeline Timber Creek Capital Management LLC More: the full row for Timber Creek Capital Management LLC 4,909 $9.77M 1.99% +87 13F-HR Timeline Dana Investment Advisors, Inc. More: the full row for Dana Investment Advisors, Inc. 4,872 $9.69M 0.25% -34 13F-HR Timeline Moran Wealth Management, LLC More: the full row for Moran Wealth Management, LLC 4,844 $9.64M 0.26% -376 13F-HR Timeline KIRTLAND HILLS CAPITAL MANAGEMENT, LLC More: the full row for KIRTLAND HILLS CAPITAL MANAGEMENT, LLC 4,840 $9.63M 2.74% +44 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 4,798 $9.55M 0.48% +365 13F-HR Timeline MARIETTA INVESTMENT PARTNERS LLC More: the full row for MARIETTA INVESTMENT PARTNERS LLC 4,775 $9.5M 1.63% +10 13F-HR Timeline China Universal Asset Management Co., L… More: the full row for China Universal Asset Management Co., Ltd. 4,774 $9.5M 0.57% +878 13F-HR Timeline BLUE SQUARE ASSET MANAGEMENT, LLC More: the full row for BLUE SQUARE ASSET MANAGEMENT, LLC 4,767 $9.48M 3.84% -38 13F-HR Timeline AUGUSTINE ASSET MANAGEMENT INC More: the full row for AUGUSTINE ASSET MANAGEMENT INC 4,752 $9.45M 1.91% -42 13F-HR Timeline THOMAS STORY & SON LLC More: the full row for THOMAS STORY & SON LLC 4,731 $9.41M 3.33% -3 13F-HR Timeline Spartan Wealth Advisory Services LLC More: the full row for Spartan Wealth Advisory Services LLC 4,730 $9.41M 0.77% +531 13F-HR Timeline HORAN Wealth, LLC More: the full row for HORAN Wealth, LLC 4,704 $9.36M 1.17% -109 13F-HR/A Timeline Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 4,689 $9.33M +544 Timeline Glass Wealth Management Co LLC More: the full row for Glass Wealth Management Co LLC 4,678 $9.31M 3.12% +333 13F-HR Timeline Asset One Wealth Management LLC More: the full row for Asset One Wealth Management LLC 5,118 $9.29M 0.98% +29 13F-HR Timeline Aperture Investors, LLC More: the full row for Aperture Investors, LLC 4,659 $9.27M 0.98% +300 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 4,640 $9.23M 0.36% -97 13F-HR Timeline FIRST AMERICAN TRUST, FSB More: the full row for FIRST AMERICAN TRUST, FSB 4,580 $9.11M 0.55% -373 13F-HR Timeline Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 4,572 $9.09M 0.68% -72 13F-HR Timeline Summit Trail Advisors, LLC More: the full row for Summit Trail Advisors, LLC 4,530 $9.01M 0.11% -48 13F-HR Timeline Consolidated Portfolio Review Corp More: the full row for Consolidated Portfolio Review Corp 4,505 $8.96M 0.75% 0 13F-HR Timeline Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 4,483 $8.92M 0.51% +41 13F-HR Timeline Peregrine Asset Advisers, Inc. More: the full row for Peregrine Asset Advisers, Inc. 4,481 $8.91M 1.93% +4,263 13F-HR Timeline ANDERSON HOAGLAND & CO More: the full row for ANDERSON HOAGLAND & CO 4,470 $8.89M 0.7% -615 13F-HR Timeline Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 4,466 $8.89M 0.51% +207 13F-HR Timeline DSM CAPITAL PARTNERS LLC More: the full row for DSM CAPITAL PARTNERS LLC 4,449 $8.85M 0.15% +1,167 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 4,418 $8.79M 0.13% 13F-HR Timeline Cypress Capital Group in group Cypress Capital Group More: the full row for Cypress Capital Group 4,390 $8.73M 0.82% +626 13F-HR Timeline Group Twin Tree Management, LP More: the full row for Twin Tree Management, LP 4,373 $8.7M 1.35% +1,077 13F-HR Timeline Hollow Brook Wealth Management LLC More: the full row for Hollow Brook Wealth Management LLC 4,362 $8.68M 1.73% -191 13F-HR Timeline PROFESSIONAL ADVISORY SERVICES INC More: the full row for PROFESSIONAL ADVISORY SERVICES INC 4,350 $8.65M 1.04% -1,253 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 4,339 $8.63M 0.05% +23 13F-HR/A Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 4,313 $8.58M 0.36% +371 13F-HR Timeline Point Break Capital Management, LLC More: the full row for Point Break Capital Management, LLC 4,311 $8.58M 9.35% new 13F-HR Timeline Boston Common Asset Management, LLC More: the full row for Boston Common Asset Management, LLC 4,300 $8.55M 0.51% +1,003 13F-HR Timeline CREDIT AGRICOLE S A in group CREDIT AGRICOLE S A More: the full row for CREDIT AGRICOLE S A 4,270 $8.49M 0.02% -1,278 13F-HR Timeline Group FIRST NATIONAL BANK OF OMAHA group of 2 filers holding More: the full row for FIRST NATIONAL BANK OF OMAHA 4,479 $8.47M +524 Timeline NAPLES GLOBAL ADVISORS, LLC More: the full row for NAPLES GLOBAL ADVISORS, LLC 4,235 $8.43M 0.52% +16 13F-HR Timeline Clare Market Investments LLC More: the full row for Clare Market Investments LLC 4,234 $8.42M 1.54% +1,072 13F-HR Timeline CenterBook Partners LP More: the full row for CenterBook Partners LP 4,231 $8.42M 0.41% -6,310 13F-HR Timeline FFG Partners, LLC More: the full row for FFG Partners, LLC 4,222 $8.4M 2.42% +2,025 13F-HR Timeline Kultura Capital Management LP More: the full row for Kultura Capital Management LP 4,200 $8.36M 3.84% -1,640 13F-HR Timeline ELLERSON GROUP INC /ADV More: the full row for ELLERSON GROUP INC /ADV 4,188 $8.33M 4.92% +15 13F-HR Timeline Clear Harbor Asset Management, LLC More: the full row for Clear Harbor Asset Management, LLC 4,139 $8.23M 0.51% +66 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 4,128 $8.21M 0.13% +1,806 13F-HR Timeline