TCW GROUP INC in group TCW GROUP INC More: the full row for TCW GROUP INC 4,431 $649K <0.01% new 13F-HR Timeline Group BTG Pactual Asset Management US LLC in group BTG Pactual Asset Management … More: the full row for BTG Pactual Asset Management US LLC 4,411 $647K 0.07% -2,299 13F-HR Timeline Group SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 4,399 $645K 0.03% +495 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 4,399 $645K 0.03% -103 13F-HR Timeline Balentine LLC More: the full row for Balentine LLC 4,398 $645K 0.02% 0 13F-HR Timeline Maridea Wealth Management LLC More: the full row for Maridea Wealth Management LLC 4,364 $640K 0.1% +57 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 3,929 $639K 0.01% +37 13F-HR Timeline Elyxium Wealth, LLC More: the full row for Elyxium Wealth, LLC 4,351 $638K 0.19% +60 13F-HR Timeline Fragasso Financial Advisors Inc More: the full row for Fragasso Financial Advisors Inc 4,340 $636K 0.04% +35 13F-HR Timeline AVAII WEALTH MANAGEMENT, LLC More: the full row for AVAII WEALTH MANAGEMENT, LLC 4,317 $633K 0.23% -294 13F-HR Timeline Financial Security Advisor, Inc. More: the full row for Financial Security Advisor, Inc. 4,316 $633K 0.12% -166 13F-HR Timeline NATURAL INVESTMENTS, LLC More: the full row for NATURAL INVESTMENTS, LLC 4,301 $630K 0.16% new 13F-HR Timeline LIBERTY ONE INVESTMENT MANAGEMENT, LLC More: the full row for LIBERTY ONE INVESTMENT MANAGEMENT, LLC 4,281 $628K 0.08% -2,411 13F-HR Timeline Allen Investment Management, LLC in group ALLEN OPERATIONS LLC More: the full row for Allen Investment Management, LLC 4,274 $626K 0.01% -994 13F-HR Timeline Group COWA, LLC More: the full row for COWA, LLC 4,259 $624K 0.19% -467 13F-HR Timeline Lester Murray Antman dba SimplyRich More: the full row for Lester Murray Antman dba SimplyRich 4,262 $624K 0.16% +2 13F-HR Timeline CLIFFORD SWAN INVESTMENT COUNSEL LLC More: the full row for CLIFFORD SWAN INVESTMENT COUNSEL LLC 4,255 $624K 0.02% 0 13F-HR Timeline Capital Group Private Client Services, … in group CAPITAL GROUP INVESTMENT MANA… More: the full row for Capital Group Private Client Services, Inc. 4,252 $623K 0.01% 0 13F-HR Timeline Group Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 4,248 $623K 0.03% -337 13F-HR Timeline RIVERSEDGE ADVISORS, LLC More: the full row for RIVERSEDGE ADVISORS, LLC 4,209 $617K 0.1% +209 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 4,208 $617K 0.01% -2,213 13F-HR Timeline J.Safra Asset Management Corp More: the full row for J.Safra Asset Management Corp 4,206 $617K 0.03% +3,506 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 4,192 $614K 0.01% +556 13F-HR Timeline TrueWealth Advisors, LLC More: the full row for TrueWealth Advisors, LLC 4,157 $609K 0.16% -638 13F-HR Timeline CIBC Asset Management Inc More: the full row for CIBC Asset Management Inc 4,152 $609K <0.01% +506 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 4,151 $608K 0.05% +517 13F-HR Timeline NorthCoast Asset Management LLC More: the full row for NorthCoast Asset Management LLC 4,108 $602K 0.01% -1,588 13F-HR Timeline Yahav Achim Ve Achayot - Provident Fund… More: the full row for Yahav Achim Ve Achayot - Provident Funds Management Co Ltd. 4,080 $598K 1.37% 0 13F-HR Timeline Summa Corp. More: the full row for Summa Corp. 4,079 $598K 0.26% -29,031 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 4,077 $598K 0.05% -12 13F-HR Timeline Community Bank & Trust, Waco, Texas More: the full row for Community Bank & Trust, Waco, Texas 4,063 $596K 0.12% +357 13F-HR Timeline Tweedy, Browne Co LLC More: the full row for Tweedy, Browne Co LLC 4,060 $595K 0.05% 0 13F-HR Timeline TBH Global Asset Management, LLC More: the full row for TBH Global Asset Management, LLC 4,053 $594K 0.1% -177 13F-HR Timeline Cannell & Spears LLC More: the full row for Cannell & Spears LLC 4,042 $592K 0.01% new 13F-HR Timeline SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 4,004 $587K 0.03% +508 13F-HR Timeline WESBANCO BANK INC More: the full row for WESBANCO BANK INC 3,976 $583K 0.02% 0 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 3,967 $581K 0.03% 0 13F-HR Timeline BANK HAPOALIM BM in group BANK HAPOALIM BM More: the full row for BANK HAPOALIM BM 3,950 $579K 0.05% -371 13F-HR Timeline Group Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 3,889 $570K 0.02% +174 13F-HR Timeline Group GLENMEDE TRUST CO NA in group GLENMEDE TRUST CO NA More: the full row for GLENMEDE TRUST CO NA 3,874 $568K <0.01% 13F-HR Timeline Group FIRST WILSHIRE SECURITIES MANAGEMENT INC More: the full row for FIRST WILSHIRE SECURITIES MANAGEMENT INC 3,848 $564K 0.14% 0 13F-HR Timeline DENALI ADVISORS LLC More: the full row for DENALI ADVISORS LLC 3,805 $558K 0.06% -79 13F-HR Timeline JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 3,801 $557K <0.01% 0 13F-HR Timeline COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 3,779 $554K <0.01% -3 13F-HR Timeline Group High Net Worth Advisory Group LLC More: the full row for High Net Worth Advisory Group LLC 3,770 $553K 0.13% -285 13F-HR Timeline TFB Advisors LLC More: the full row for TFB Advisors LLC 3,729 $547K 0.15% +698 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 3,665 $537K 0.04% -90 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 3,652 $535K 0.01% +1,564 13F-HR Timeline Group WOODSTOCK CORP More: the full row for WOODSTOCK CORP 3,642 $534K 0.05% 0 13F-HR Timeline OneAscent Family Office, LLC in group OneAscent Financial Services … More: the full row for OneAscent Family Office, LLC 3,631 $532K 0.36% -855 13F-HR Timeline Group ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 3,629 $532K 0.03% +2,491 13F-HR Timeline BIP Wealth, LLC More: the full row for BIP Wealth, LLC 3,623 $531K 0.02% new 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 3,613 $529K 0.03% -1,078 13F-HR Timeline Group Bridgefront Capital, LLC More: the full row for Bridgefront Capital, LLC 3,599 $528K 0.13% +2,375 13F-HR Timeline VICTORY FINANCIAL GROUP, LLC More: the full row for VICTORY FINANCIAL GROUP, LLC 3,599 $528K 0.07% +430 13F-HR Timeline ADAR1 Capital Management, LLC in group ADAR1 Capital Management, LLC More: the full row for ADAR1 Capital Management, LLC 3,578 $524K 0.04% 0 13F-HR/A Timeline Group INGALLS & SNYDER LLC More: the full row for INGALLS & SNYDER LLC 3,565 $523K 0.02% -117 13F-HR Timeline Third View Private Wealth, LLC More: the full row for Third View Private Wealth, LLC 3,556 $521K 0.07% 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 3,545 $520K 0.02% -16,006 13F-HR Timeline Rayburn West Financial Services LLC More: the full row for Rayburn West Financial Services LLC 3,532 $518K 0.32% 13F-HR Timeline Powell Investment Advisors, LLC More: the full row for Powell Investment Advisors, LLC 3,500 $513K 0.18% 0 13F-HR Timeline MARINO, STRAM & ASSOCIATES LLC More: the full row for MARINO, STRAM & ASSOCIATES LLC 3,494 $512K 0.09% 0 13F-HR Timeline Oxford Wealth Group, LLC More: the full row for Oxford Wealth Group, LLC 3,466 $508K 0.25% 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 3,453 $506K 0.02% +471 13F-HR Timeline Group HARRELL INVESTMENT PARTNERS, LLC More: the full row for HARRELL INVESTMENT PARTNERS, LLC 3,429 $503K 0.12% -130 13F-HR Timeline Byrne Asset Management LLC More: the full row for Byrne Asset Management LLC 3,422 $502K 0.28% -367 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 3,379 $495K 0.04% -33 13F-HR Timeline COOPER/HAIMS ADVISORS, LLC More: the full row for COOPER/HAIMS ADVISORS, LLC 3,371 $494K 0.22% +165 13F-HR Timeline Sage Investment Counsel LLC More: the full row for Sage Investment Counsel LLC 3,359 $492K 0.54% -155 13F-HR Timeline Winthrop Advisory Group LLC More: the full row for Winthrop Advisory Group LLC 3,375 $492K 0.04% +32 13F-HR/A Timeline LAVELLE CAPITAL LP More: the full row for LAVELLE CAPITAL LP 3,350 $491K 0.31% 13F-HR Timeline Estate Planners Group, LLC More: the full row for Estate Planners Group, LLC 3,329 $488K 0.21% 13F-HR Timeline Integrity Advisory Solutions, LLC More: the full row for Integrity Advisory Solutions, LLC 3,295 $483K 0.07% +101 13F-HR Timeline SIT INVESTMENT ASSOCIATES INC in group SIT INVESTMENT ASSOCIATES INC More: the full row for SIT INVESTMENT ASSOCIATES INC 3,295 $483K 0.01% +1,070 13F-HR Timeline Group RFG Advisory, LLC More: the full row for RFG Advisory, LLC 3,274 $480K 0.01% +228 13F-HR Timeline Westerkirk Capital Inc. More: the full row for Westerkirk Capital Inc. 3,273 $480K 0.05% -3,800 13F-HR Timeline Fosun International Ltd More: the full row for Fosun International Ltd 3,230 $473K 0.11% 0 13F-HR Timeline Mandatum Life Insurance Co Ltd More: the full row for Mandatum Life Insurance Co Ltd 3,226 $473K 0.11% -270 13F-HR Timeline FLC Capital Advisors More: the full row for FLC Capital Advisors 3,226 $473K 0.09% 0 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 3,209 $470K 0.09% -500 13F-HR Timeline MITCHELL MCLEOD PUGH & WILLIAMS INC More: the full row for MITCHELL MCLEOD PUGH & WILLIAMS INC 2,894 $470K 0.07% 0 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 3,206 $470K 0.02% +1,489 13F-HR Timeline Baader Bank Aktiengesellschaft More: the full row for Baader Bank Aktiengesellschaft 3,440 $466K 0.04% +219 13F-HR Timeline Sterneck Capital Management, LLC More: the full row for Sterneck Capital Management, LLC 3,126 $458K 0.21% -25 13F-HR Timeline WoodTrust Financial Corp in group WoodTrust Financial Corp More: the full row for WoodTrust Financial Corp 3,125 $458K 0.05% new 13F-HR Timeline Group Net Worth Advisory Group More: the full row for Net Worth Advisory Group 3,120 $457K 0.09% +416 13F-HR Timeline Hudson Portfolio Management LLC More: the full row for Hudson Portfolio Management LLC 3,120 $457K 0.39% -325 13F-HR Timeline Atlatl Advisers LLC More: the full row for Atlatl Advisers LLC 3,120 $457K 0.18% +716 13F-HR Timeline Sivia Capital Partners, LLC More: the full row for Sivia Capital Partners, LLC 3,116 $457K 0.09% +56 13F-HR Timeline Peregrine Asset Advisers, Inc. More: the full row for Peregrine Asset Advisers, Inc. 3,100 $454K 0.13% 0 13F-HR Timeline Investors Portfolio Services LLC More: the full row for Investors Portfolio Services LLC 3,072 $450K 0.41% 13F-HR Timeline TRUE Private Wealth Advisors More: the full row for TRUE Private Wealth Advisors 3,019 $443K 0.04% +4 13F-HR Timeline TRAPHAGEN INVESTMENT ADVISORS LLC More: the full row for TRAPHAGEN INVESTMENT ADVISORS LLC 3,018 $442K 0.04% 0 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 3,010 $441K 0.02% -201 13F-HR Timeline TUDOR INVESTMENT CORP ET AL More: the full row for TUDOR INVESTMENT CORP ET AL 3,000 $440K <0.01% -46,659 13F-HR Timeline Choate Investment Advisors More: the full row for Choate Investment Advisors 2,993 $439K 0.01% +474 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 2,976 $436K 0.07% +1,443 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 2,967 $435K 0.02% +208 13F-HR Timeline Group Gerber Kawasaki Wealth & Investment Man… More: the full row for Gerber Kawasaki Wealth & Investment Management 2,962 $434K 0.02% -418 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 2,953 $433K 0.02% +389 13F-HR Timeline Objectivity Squared, LLC More: the full row for Objectivity Squared, LLC 2,920 $428K 0.24% +45 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 2,916 $427K 0.01% +21 13F-HR Timeline RATIONAL ADVISORS, INC. More: the full row for RATIONAL ADVISORS, INC. 2,890 $424K 0.04% new 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 2,887 $423K 0.01% +877 13F-HR Timeline Gotham Asset Management, LLC More: the full row for Gotham Asset Management, LLC 2,879 $422K <0.01% new 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 2,855 $419K 0.01% +9 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 2,855 $418K 0.01% +331 13F-HR Timeline KKM Financial LLC More: the full row for KKM Financial LLC 2,850 $418K 0.07% -150 13F-HR Timeline Greenland Capital Management LP More: the full row for Greenland Capital Management LP 2,848 $417K 0.06% new 13F-HR Timeline KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 2,840 $416K <0.01% +75 13F-HR Timeline Group Traveka Wealth, LLC More: the full row for Traveka Wealth, LLC 2,811 $412K 0.17% +46 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 2,809 $412K 0.03% -26 13F-HR Timeline Westover Capital Advisors, LLC More: the full row for Westover Capital Advisors, LLC 2,800 $410K 0.07% 0 13F-HR Timeline Arta Finance Wealth Management LLC More: the full row for Arta Finance Wealth Management LLC 2,792 $409K 0.21% 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 2,784 $408K 0.01% -3,434 13F-HR Timeline Group MFA Wealth Services More: the full row for MFA Wealth Services 2,783 $408K 0.28% +1,318 13F-HR Timeline Accredited Investors Inc. More: the full row for Accredited Investors Inc. 2,778 $407K 0.02% -8 13F-HR Timeline Severin Investments, LLC More: the full row for Severin Investments, LLC 2,762 $405K 0.36% new 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 2,752 $403K 0.12% +2,292 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 2,327 $403K 0.01% -18 13F-HR Timeline Trueblood Wealth Management, LLC More: the full row for Trueblood Wealth Management, LLC 2,740 $402K 0.16% +89 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 2,551 $400K 0.02% -1,888 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 2,727 $400K 0.01% -629 13F-HR Timeline Group WAYSTONE ADVISORS LLC More: the full row for WAYSTONE ADVISORS LLC 2,726 $400K 0.34% 13F-HR Timeline INTEGRITY WEALTH ADVISORS, INC. More: the full row for INTEGRITY WEALTH ADVISORS, INC. 2,708 $397K 0.28% -3,066 13F-HR Timeline Canopy Partners, LLC More: the full row for Canopy Partners, LLC 2,707 $397K 0.13% +194 13F-HR Timeline EQUITABLE TRUST CO More: the full row for EQUITABLE TRUST CO 2,680 $393K 0.02% +304 13F-HR Timeline Claro Advisors Inc. More: the full row for Claro Advisors Inc. 2,680 $393K 0.05% +148 13F-HR Timeline RBF Capital, LLC More: the full row for RBF Capital, LLC 2,675 $392K 0.02% 0 13F-HR/A Timeline Bluesphere Advisors LLC More: the full row for Bluesphere Advisors LLC 2,670 $391K 0.17% -353 13F-HR Timeline MANE GLOBAL CAPITAL MANAGEMENT LP More: the full row for MANE GLOBAL CAPITAL MANAGEMENT LP 2,670 $391K 0.02% -157,387 13F-HR Timeline Qtron Investments LLC More: the full row for Qtron Investments LLC 2,669 $391K 0.05% -1,157 13F-HR Timeline COMMERZBANK AKTIENGESELLSCHAFT /FI More: the full row for COMMERZBANK AKTIENGESELLSCHAFT /FI 2,670 $391K 0.01% -145 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 2,663 $390K 0.02% +219 13F-HR Timeline Foster Victor Wealth Advisors, LLC More: the full row for Foster Victor Wealth Advisors, LLC 2,328 $385K 0.02% +381 13F-HR Timeline Sierra Capital LLC More: the full row for Sierra Capital LLC 2,625 $385K 0.04% +8 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 2,606 $382K 0.01% new 13F-HR Timeline Knights of Columbus Asset Advisors LLC More: the full row for Knights of Columbus Asset Advisors LLC 2,594 $380K 0.02% 0 13F-HR Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 2,579 $380K <0.01% -14 13F-HR Timeline Group OpenArc Corporate Advisory, LLC More: the full row for OpenArc Corporate Advisory, LLC 2,571 $377K 0.01% 13F-HR Timeline Summit Place Financial Advisors, LLC More: the full row for Summit Place Financial Advisors, LLC 2,570 $377K 0.18% 0 13F-HR Timeline HC Advisors, LLC More: the full row for HC Advisors, LLC 2,541 $372K 0.26% 0 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 2,522 $370K 0.02% -100 13F-HR Timeline Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 2,511 $368K 0.02% +175 13F-HR/A Timeline Headland Capital, LLC More: the full row for Headland Capital, LLC 2,500 $366K 0.1% +96 13F-HR Timeline WP Advisors, LLC More: the full row for WP Advisors, LLC 2,500 $366K 0.09% -1,400 13F-HR Timeline HOERTKORN RICHARD CHARLES More: the full row for HOERTKORN RICHARD CHARLES 2,490 $365K 0.14% -435 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 2,486 $364K 0.01% +60 13F-HR Timeline Stonehage Fleming Financial Services Ho… in group Stonehage Fleming Financial S… More: the full row for Stonehage Fleming Financial Services Holdings Ltd 2,481 $364K 0.01% 0 13F-HR Timeline Group Hardy Reed LLC More: the full row for Hardy Reed LLC 2,479 $363K 0.03% +160 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 2,476 $363K 0.01% +906 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 2,450 $359K <0.01% +14 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. HOWARD FINANCIAL SERVICES, LTD. More: the full row for HOWARD FINANCIAL SERVICES, LTD. 2,446 $359K 0.04% -30 13F-HR Timeline Aljian Capital Management, LLC More: the full row for Aljian Capital Management, LLC 2,445 $358K 0.07% -250 13F-HR Timeline Legacy Capital Group California, Inc. More: the full row for Legacy Capital Group California, Inc. 2,444 $358K 0.09% -61 13F-HR Timeline Boston Common Asset Management, LLC More: the full row for Boston Common Asset Management, LLC 2,430 $356K 0.02% +47 13F-HR/A Timeline Aries Wealth Management More: the full row for Aries Wealth Management 2,430 $356K 0.08% +35 13F-HR Timeline Castle Rock Wealth Management, LLC More: the full row for Castle Rock Wealth Management, LLC 2,200 $354K 0.08% -10 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 2,413 $354K <0.01% +353 13F-HR Timeline Berkeley Capital Partners, LLC More: the full row for Berkeley Capital Partners, LLC 2,413 $354K 0.08% 0 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 2,412 $354K <0.01% +735 13F-HR Timeline TRANSATLANTIQUE PRIVATE WEALTH LLC More: the full row for TRANSATLANTIQUE PRIVATE WEALTH LLC 2,409 $353K 0.11% -169 13F-HR Timeline Navis Wealth Advisors, LLC More: the full row for Navis Wealth Advisors, LLC 2,400 $352K 0.15% -200 13F-HR Timeline Sepio Capital, LP More: the full row for Sepio Capital, LP 2,397 $351K 0.02% +363 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 2,396 $351K 0.07% 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 2,394 $351K 0.01% -22 13F-HR Timeline FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 2,384 $349K 0.02% +131 13F-HR Timeline Greenspring Advisors, LLC More: the full row for Greenspring Advisors, LLC 2,383 $349K 0.02% new 13F-HR Timeline FIRST MANHATTAN CO. LLC. More: the full row for FIRST MANHATTAN CO. LLC. 2,359 $346K <0.01% +165 13F-HR Timeline CITY HOLDING CO More: the full row for CITY HOLDING CO 2,350 $344K 0.04% 0 13F-HR Timeline Knollwood Investment Advisory, LLC More: the full row for Knollwood Investment Advisory, LLC 2,350 $344K 0.03% 0 13F-HR Timeline Endowment Wealth Management, Inc. More: the full row for Endowment Wealth Management, Inc. 2,343 $343K 0.16% -224 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 2,342 $343K 0.04% -55 13F-HR Timeline X-Square Capital, LLC More: the full row for X-Square Capital, LLC 2,327 $341K 0.11% -212 13F-HR Timeline AM INVESTMENT STRATEGIES LLC More: the full row for AM INVESTMENT STRATEGIES LLC 2,327 $341K 0.07% 0 13F-HR Timeline Greykasell Wealth Strategies, Inc. More: the full row for Greykasell Wealth Strategies, Inc. 2,326 $341K 0.13% 0 13F-HR Timeline BCS Wealth Management More: the full row for BCS Wealth Management 2,312 $339K 0.03% +1,156 13F-HR Timeline GWN SECURITIES INC. More: the full row for GWN SECURITIES INC. 2,303 $338K 0.07% +30 13F-HR Timeline MCCARTER PRIVATE WEALTH SERVICES LLC More: the full row for MCCARTER PRIVATE WEALTH SERVICES LLC 2,300 $337K 0.15% +849 13F-HR Timeline Corecam Pte. Ltd. More: the full row for Corecam Pte. Ltd. 2,300 $337K 0.18% -800 13F-HR Timeline CARDIFF PARK ADVISORS, LLC More: the full row for CARDIFF PARK ADVISORS, LLC 2,297 $337K 0.03% 0 13F-HR Timeline Tennessee Valley Asset Management Partn… More: the full row for Tennessee Valley Asset Management Partners 2,296 $337K 0.04% -90 13F-HR Timeline Bellecapital International Ltd. More: the full row for Bellecapital International Ltd. 2,285 $335K 0.06% 0 13F-HR Timeline Procyon Advisors, LLC More: the full row for Procyon Advisors, LLC 2,270 $333K 0.02% +47 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 2,262 $332K 0.01% +2,130 13F-HR Timeline Atlas Legacy Advisors, LLC More: the full row for Atlas Legacy Advisors, LLC 2,229 $331K 0.06% -817 13F-HR Timeline Douglass Winthrop Advisors, LLC More: the full row for Douglass Winthrop Advisors, LLC 2,250 $330K 0.01% 0 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 2,243 $329K 0.01% 0 13F-HR Timeline Independent Wealth Network Inc. More: the full row for Independent Wealth Network Inc. 2,242 $329K 0.1% -73 13F-HR Timeline Mondrian Investment Partners LTD More: the full row for Mondrian Investment Partners LTD 2,238 $328K 0.01% +136 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 2,234 $327K <0.01% +65 13F-HR Timeline Group Unique Wealth Strategies, LLC More: the full row for Unique Wealth Strategies, LLC 2,217 $325K 0.13% new 13F-HR Timeline Old Port Advisors More: the full row for Old Port Advisors 2,215 $325K 0.08% -90 13F-HR Timeline Garde Capital, Inc. More: the full row for Garde Capital, Inc. 2,207 $324K 0.02% +272 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 2,203 $323K 0.01% +251 13F-HR Timeline MEYER HANDELMAN CO More: the full row for MEYER HANDELMAN CO 2,200 $322K 0.01% 0 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 2,200 $322K 0.02% +122 13F-HR Timeline Vanguard Capital Wealth Advisors More: the full row for Vanguard Capital Wealth Advisors 2,200 $322K 0.26% -200 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. BSW Wealth Partners More: the full row for BSW Wealth Partners 2,179 $319K 0.04% -12 13F-HR Timeline CONTRAVISORY INVESTMENT MANAGEMENT, INC. More: the full row for CONTRAVISORY INVESTMENT MANAGEMENT, INC. 2,177 $319K 0.06% -387 13F-HR Timeline