Squarepoint Ops LLC in group Squarepoint Ops LLC More: the full row for Squarepoint Ops LLC 19,681 $1.03M <0.01% new 13F-HR/A Timeline Group Caprock Group, LLC More: the full row for Caprock Group, LLC 19,627 $1.03M 0.03% +2,161 13F-HR Timeline CenterBook Partners LP More: the full row for CenterBook Partners LP 19,527 $1.02M 0.07% -22,236 13F-HR Timeline Summit Trail Advisors, LLC More: the full row for Summit Trail Advisors, LLC 19,521 $1.02M 0.03% -9,147 13F-HR Timeline WALTER & KEENAN WEALTH MANAGEMENT LLC /… More: the full row for WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV 19,460 $1.02M 0.31% 0 13F-HR Timeline Bristol Gate Capital Partners Inc. More: the full row for Bristol Gate Capital Partners Inc. 19,485 $1.02M 0.05% -2,142 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 18,983 $994K 0.08% +18,964 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 18,614 $976K 0.03% -233 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 18,571 $963K <0.01% +11,069 13F-HR Timeline Group Segment Wealth Management, LLC More: the full row for Segment Wealth Management, LLC 18,272 $958K 0.06% 0 13F-HR Timeline Portside Wealth Group, LLC More: the full row for Portside Wealth Group, LLC 18,049 $946K 0.15% +1,465 13F-HR/A Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 17,895 $938K 0.02% +2,075 13F-HR Timeline YOUSIF CAPITAL MANAGEMENT, LLC More: the full row for YOUSIF CAPITAL MANAGEMENT, LLC 17,614 $923K 0.01% -1,350 13F-HR Timeline CIDEL ASSET MANAGEMENT INC More: the full row for CIDEL ASSET MANAGEMENT INC 17,630 $923K 0.06% -231,344 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 17,599 $922K 0.21% 0 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 17,501 $917K 0.02% +5,466 13F-HR Timeline Scientech Research LLC More: the full row for Scientech Research LLC 17,295 $906K 0.24% +5,881 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 17,149 $899K 0.01% +6 13F-HR Timeline Group CW Advisors, LLC More: the full row for CW Advisors, LLC 16,764 $880K 0.01% +446 13F-HR Timeline Compass Ion Advisors, LLC More: the full row for Compass Ion Advisors, LLC 19,203 $875K 0.1% +2,550 13F-HR Timeline SIG North Trading, ULC More: the full row for SIG North Trading, ULC 16,620 $871K 0.18% new 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 16,588 $869K <0.01% +3,431 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 16,038 $841K 0.01% -5,988 13F-HR Timeline Marks Group Wealth Management, Inc More: the full row for Marks Group Wealth Management, Inc 15,978 $837K 0.08% +272 13F-HR Timeline GLENMEDE TRUST CO NA in group GLENMEDE TRUST CO NA More: the full row for GLENMEDE TRUST CO NA 15,918 $834K <0.01% -361 13F-HR Timeline Group Candriam S.C.A. More: the full row for Candriam S.C.A. 15,771 $825K 0.01% +1,162 13F-HR Timeline Pembroke Management, LTD More: the full row for Pembroke Management, LTD 10,717 $807K 0.12% +3,378 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 15,075 $790K 0.01% -123 13F-HR Timeline Verition Fund Management LLC More: the full row for Verition Fund Management LLC 15,053 $789K <0.01% 0 13F-HR Timeline AVENIR CORP More: the full row for AVENIR CORP 15,000 $786K 0.08% 0 13F-HR Timeline Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 14,956 $784K 0.02% -642 13F-HR Timeline Group Strata Wealth Advisors, LLC More: the full row for Strata Wealth Advisors, LLC 14,494 $760K 0.24% -1,148 13F-HR Timeline First Pacific Financial More: the full row for First Pacific Financial 14,401 $755K 0.15% -1,996 13F-HR Timeline Duncan Williams Asset Management, LLC More: the full row for Duncan Williams Asset Management, LLC 14,311 $750K 0.27% +1,281 13F-HR Timeline BAKER TILLY WEALTH MANAGEMENT, LLC More: the full row for BAKER TILLY WEALTH MANAGEMENT, LLC 14,109 $739K 0.29% +642 13F-HR Timeline Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 14,070 $737K 0.06% +1,953 13F-HR Timeline VAN ECK ASSOCIATES CORP in group VAN ECK ASSOCIATES CORP More: the full row for VAN ECK ASSOCIATES CORP 13,816 $724K <0.01% +7,885 13F-HR Timeline Group Intellectus Partners, LLC More: the full row for Intellectus Partners, LLC 13,719 $719K 0.18% -1,204 13F-HR Timeline AREX Capital Management, LP More: the full row for AREX Capital Management, LP 13,659 $716K 1.45% -9,106 13F-HR Timeline Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 13,493 $707K <0.01% +3,620 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 13,492 $707K 0.03% -507 13F-HR Timeline BURLING WEALTH PARTNERS, LLC More: the full row for BURLING WEALTH PARTNERS, LLC 13,246 $694K 0.15% -1,109 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 13,133 $688K <0.01% -380 13F-HR Timeline Heron Bay Capital Management More: the full row for Heron Bay Capital Management 12,952 $679K 0.14% +44 13F-HR Timeline Lincoln Capital LLC More: the full row for Lincoln Capital LLC 13,457 $674K 0.14% +97 13F-HR Timeline Corus Family Wealth Advisors More: the full row for Corus Family Wealth Advisors 12,746 $668K 0.46% -3,628 13F-HR Timeline Pacer Advisors, Inc. More: the full row for Pacer Advisors, Inc. 12,714 $666K <0.01% +366 13F-HR Timeline Lakewood Asset Management LLC More: the full row for Lakewood Asset Management LLC 12,553 $658K 0.44% -7,130 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 12,551 $658K 0.01% -15,644 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 12,539 $657K 0.01% -1 13F-HR Timeline MIDLAND WEALTH ADVISORS, LLC More: the full row for MIDLAND WEALTH ADVISORS, LLC 12,460 $653K 0.04% 0 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 11,963 $627K <0.01% +137 13F-HR Timeline Quadcap Wealth Management, LLC More: the full row for Quadcap Wealth Management, LLC 11,734 $615K 0.09% -158 13F-HR Timeline TT Capital Management LLC More: the full row for TT Capital Management LLC 11,700 $613K 0.52% 0 13F-HR Timeline TBH Global Asset Management, LLC More: the full row for TBH Global Asset Management, LLC 11,495 $602K 0.12% -98 13F-HR Timeline Apexium Financial, LP More: the full row for Apexium Financial, LP 11,161 $585K 0.03% 0 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 11,066 $579K 0.02% -1,840 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 10,901 $571K <0.01% -93 13F-HR Timeline Malaga Cove Capital, LLC More: the full row for Malaga Cove Capital, LLC 10,881 $570K 0.25% +7,072 13F-HR Timeline Arete Wealth Advisors, LLC More: the full row for Arete Wealth Advisors, LLC 10,844 $568K 0.04% new 13F-HR Timeline SKBA CAPITAL MANAGEMENT LLC More: the full row for SKBA CAPITAL MANAGEMENT LLC 10,772 $565K 0.08% +3,588 13F-HR Timeline One Capital Management, LLC More: the full row for One Capital Management, LLC 10,633 $557K 0.02% new 13F-HR Timeline MERITAGE PORTFOLIO MANAGEMENT More: the full row for MERITAGE PORTFOLIO MANAGEMENT 10,617 $556K 0.04% 0 13F-HR Timeline Meixler Investment Management, Ltd. More: the full row for Meixler Investment Management, Ltd. 10,583 $555K 0.38% -526 13F-HR Timeline Next Capital Management LLC More: the full row for Next Capital Management LLC 10,500 $550K 0.26% -34 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 10,494 $550K <0.01% -78,464 13F-HR/A Timeline Group Douglas Lane & Associates, LLC More: the full row for Douglas Lane & Associates, LLC 10,476 $549K 0.01% -829 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 10,380 $544K 0.03% +1 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 10,255 $537K 0.01% +1,846 13F-HR Timeline GARRISON POINT ADVISORS, LLC More: the full row for GARRISON POINT ADVISORS, LLC 10,225 $536K 0.26% +100 13F-HR Timeline Mattern Wealth Management LLC More: the full row for Mattern Wealth Management LLC 10,149 $532K 0.12% -165 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 10,103 $529K 0.03% -2,908 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 10,020 $525K 0.04% +242 13F-HR Timeline Glenview Trust Co More: the full row for Glenview Trust Co 10,006 $524K 0.01% 0 13F-HR/A Timeline Hikari Power Ltd More: the full row for Hikari Power Ltd 10,000 $524K 0.04% 0 13F-HR Timeline Bensler, LLC More: the full row for Bensler, LLC 9,870 $517K 0.06% 0 13F-HR Timeline Schechter Investment Advisors, LLC More: the full row for Schechter Investment Advisors, LLC 9,874 $517K 0.04% -2,886 13F-HR Timeline Family Manage LLC More: the full row for Family Manage LLC 9,797 $513K 0.08% 0 13F-HR Timeline Banco Santander, S.A. in group Banco Santander, S.A. More: the full row for Banco Santander, S.A. 9,706 $509K 0.01% new 13F-HR Timeline Group Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 9,688 $508K 0.01% -298,551 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 9,686 $508K 0.01% +1,079 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 9,608 $504K 0.02% -248 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 9,674 $502K <0.01% +1,411 13F-HR/A Timeline Group Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 9,529 $499K 0.01% -5,443 13F-HR Timeline Group Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 9,494 $498K 0.17% 0 13F-HR Timeline GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 9,484 $497K 0.14% 0 13F-HR Timeline Vontobel Holding Ltd. in group Vontobel Holding Ltd. More: the full row for Vontobel Holding Ltd. 9,480 $496K <0.01% new 13F-HR Timeline Group Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 9,460 $496K 0.08% +154 13F-HR Timeline ICONIQ Capital, LLC in group ICONIQ Capital, LLC More: the full row for ICONIQ Capital, LLC 9,341 $490K 0.01% +2,720 13F-HR Timeline Group Tuttle Capital Management, LLC More: the full row for Tuttle Capital Management, LLC 9,328 $489K 2.15% +521 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 9,325 $489K 0.03% -210 13F-HR Timeline Curi Capital, LLC More: the full row for Curi Capital, LLC 9,275 $486K 0.01% -4,017 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 9,169 $481K 0.04% 0 13F-HR Timeline WOLVERINE ASSET MANAGEMENT LLC in group WOLVERINE ASSET MANAGEMENT LLC More: the full row for WOLVERINE ASSET MANAGEMENT LLC 8,995 $471K 0.01% 0 13F-HR Timeline Group WOLVERINE TRADING, LLC More: the full row for WOLVERINE TRADING, LLC 9,038 $469K 0.01% new 13F-HR Timeline SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 8,918 $467K 0.03% +1,103 13F-HR Timeline Fortis Advisors, LLC More: the full row for Fortis Advisors, LLC 8,750 $459K 0.3% +500 13F-HR Timeline AVANTAX ADVISORY SERVICES, INC. More: the full row for AVANTAX ADVISORY SERVICES, INC. 8,631 $452K <0.01% +135 13F-HR Timeline FIRETHORN WEALTH PARTNERS, LLC More: the full row for FIRETHORN WEALTH PARTNERS, LLC 8,502 $446K 0.21% +2 13F-HR Timeline M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 8,493 $445K <0.01% +27 13F-HR Timeline Group KRAEMATON INVESTMENT ADVISORS, INC More: the full row for KRAEMATON INVESTMENT ADVISORS, INC 8,441 $442K 0.45% +2 13F-HR Timeline 4J Wealth Management LLC More: the full row for 4J Wealth Management LLC 8,342 $437K 0.34% -20 13F-HR Timeline Lindbrook Capital, LLC More: the full row for Lindbrook Capital, LLC 8,320 $436K 0.04% +122 13F-HR Timeline DZ BANK AG Deutsche Zentral Genossensch… in group DZ BANK AG Deutsche Zentral G… More: the full row for DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 8,050 $422K <0.01% 0 13F-HR Timeline Group CRA Financial Services, LLC More: the full row for CRA Financial Services, LLC 8,000 $419K 0.07% -1,550 13F-HR Timeline COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 7,997 $419K <0.01% +3 13F-HR Timeline Group FORA Capital, LLC More: the full row for FORA Capital, LLC 7,973 $418K 0.04% new 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 7,968 $418K 0.01% 0 13F-HR/A Timeline Voya Financial Advisors, Inc. in group VOYA INVESTMENT MANAGEMENT LLC More: the full row for Voya Financial Advisors, Inc. 8,022 $416K 0.05% +342 13F-HR Timeline Group CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 7,780 $408K <0.01% -2,269 13F-HR Timeline Group Callan Family Office, LLC More: the full row for Callan Family Office, LLC 7,751 $406K 0.03% -5,337 13F-HR Timeline Roehl & Yi Investment Advisors, LLC More: the full row for Roehl & Yi Investment Advisors, LLC 7,669 $402K 0.22% -813 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 7,551 $402K 0.01% -1,550 13F-HR Timeline Wellington Shields Capital Management, … group of 2 filers holding More: the full row for Wellington Shields Capital Management, LLC 7,647 $400K new Timeline Carbahal Olsen Financial Services Group… More: the full row for Carbahal Olsen Financial Services Group, LLC 7,629 $400K 0.38% 0 13F-HR Timeline TWO SIGMA ADVISERS, LP in group TWO SIGMA INVESTMENTS, LP More: the full row for TWO SIGMA ADVISERS, LP 7,600 $398K <0.01% new 13F-HR Timeline Group Rochester Wealth Strategies, LLC More: the full row for Rochester Wealth Strategies, LLC 7,600 $398K 0.32% 13F-HR Timeline REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 7,491 $393K <0.01% +1 13F-HR Timeline Group FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 7,364 $392K 0.04% +265 13F-HR Timeline Frisch Financial Group, Inc. More: the full row for Frisch Financial Group, Inc. 7,458 $391K 0.11% 0 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 7,375 $387K 0.03% +209 13F-HR Timeline Bordeaux Wealth Advisors LLC More: the full row for Bordeaux Wealth Advisors LLC 7,362 $386K 0.07% -570 13F-HR Timeline Legacy Private Trust Co. More: the full row for Legacy Private Trust Co. 7,360 $386K 0.03% -400 13F-HR Timeline Bryn Mawr Trust Advisors, LLC More: the full row for Bryn Mawr Trust Advisors, LLC 7,336 $384K 0.02% 0 13F-HR Timeline Cross Staff Investments Inc More: the full row for Cross Staff Investments Inc 7,291 $382K 0.29% 0 13F-HR Timeline Alliance Wealth Advisors, LLC /UT More: the full row for Alliance Wealth Advisors, LLC /UT 7,265 $381K 0.1% -150 13F-HR Timeline TRUST CO OF OKLAHOMA More: the full row for TRUST CO OF OKLAHOMA 7,235 $379K 0.13% 0 13F-HR Timeline BAILARD, INC. More: the full row for BAILARD, INC. 7,217 $378K 0.01% 0 13F-HR Timeline Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 7,210 $378K 0.01% 0 13F-HR Timeline Tenon Financial LLC More: the full row for Tenon Financial LLC 7,208 $378K 0.23% -2,580 13F-HR Timeline BRADLEY FOSTER & SARGENT INC/CT More: the full row for BRADLEY FOSTER & SARGENT INC/CT 7,165 $376K 0.01% 0 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 7,124 $373K -750 Timeline SVB WEALTH LLC More: the full row for SVB WEALTH LLC 6,968 $365K 0.02% +3,315 13F-HR Timeline Hanson & Doremus Investment Management More: the full row for Hanson & Doremus Investment Management 6,951 $364K 0.05% 0 13F-HR Timeline WESTWOOD HOLDINGS GROUP INC in group WESTWOOD HOLDINGS GROUP INC More: the full row for WESTWOOD HOLDINGS GROUP INC 6,921 $363K <0.01% 0 13F-HR Timeline Group J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 6,909 $362K 0.01% +2,894 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 6,876 $360K 0.02% +19 13F-HR Timeline Global Endowment Management, LP in group Global Endowment Management, … More: the full row for Global Endowment Management, LP 6,850 $359K 0.05% -16,947 13F-HR Timeline Group BBR PARTNERS, LLC More: the full row for BBR PARTNERS, LLC 6,750 $354K 0.02% 0 13F-HR Timeline Meadow Creek Wealth Advisors LLC More: the full row for Meadow Creek Wealth Advisors LLC 6,747 $354K 0.26% -10 13F-HR Timeline Callan Capital, LLC More: the full row for Callan Capital, LLC 6,699 $351K 0.03% +361 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 6,683 $350K 0.03% -275 13F-HR Timeline Plan A Wealth LLC More: the full row for Plan A Wealth LLC 6,670 $350K 0.27% 0 13F-HR Timeline GenTrust, LLC More: the full row for GenTrust, LLC 6,645 $348K 0.02% -33 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 6,529 $342K 0.05% +3,340 13F-HR Timeline Nicholas Hoffman & Company, LLC. More: the full row for Nicholas Hoffman & Company, LLC. 6,491 $340K 0.01% +39 13F-HR/A Timeline The filing omitted confidential holdings, a later amendment may add them. U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 6,470 $339K 0.01% new 13F-HR Timeline GRIFFIN ASSET MANAGEMENT, INC. More: the full row for GRIFFIN ASSET MANAGEMENT, INC. 6,377 $334K 0.04% +6 13F-HR Timeline Quantitative Investment Management, LLC More: the full row for Quantitative Investment Management, LLC 6,344 $332K 0.03% new 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 6,332 $332K 0.01% +877 13F-HR Timeline Mediolanum International Funds Ltd More: the full row for Mediolanum International Funds Ltd 6,313 $328K <0.01% +58 13F-HR Timeline INTRUST BANK NA More: the full row for INTRUST BANK NA 6,215 $326K 0.03% -1,426 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 6,216 $325K 0.01% 0 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 6,199 $325K <0.01% +129 13F-HR Timeline Group NOMURA ASSET MANAGEMENT CO LTD group of 2 filers holding More: the full row for NOMURA ASSET MANAGEMENT CO LTD 6,130 $321K +6,130 Timeline IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 6,122 $321K <0.01% -312 13F-HR Timeline Heartwood Wealth Advisors LLC More: the full row for Heartwood Wealth Advisors LLC 6,119 $320K 0.04% 0 13F-HR Timeline waypoint wealth counsel More: the full row for waypoint wealth counsel 6,104 $320K 0.2% 0 13F-HR Timeline Vident Advisory, LLC in group Vident Advisory, LLC More: the full row for Vident Advisory, LLC 6,090 $319K <0.01% +686 13F-HR Timeline Group UMB Bank, n.a. More: the full row for UMB Bank, n.a. 6,015 $315K 0.01% +294 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 5,975 $313K <0.01% 0 13F-HR Timeline CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 5,938 $311K 0.06% -31 13F-HR Timeline CORTLAND ASSOCIATES INC/MO More: the full row for CORTLAND ASSOCIATES INC/MO 5,922 $310K 0.04% 0 13F-HR Timeline GOULD ASSET MANAGEMENT LLC /CA/ More: the full row for GOULD ASSET MANAGEMENT LLC /CA/ 5,897 $309K 0.06% 0 13F-HR Timeline AMG National Trust Bank More: the full row for AMG National Trust Bank 5,891 $309K 0.01% +120 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 5,777 $303K 0.01% +74 13F-HR Timeline GREENLEAF TRUST More: the full row for GREENLEAF TRUST 5,731 $300K <0.01% -502 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 5,642 $296K 0.01% 0 13F-HR Timeline Group Gibbs Wealth Management More: the full row for Gibbs Wealth Management 5,630 $295K 0.07% +510 13F-HR Timeline SFE Investment Counsel More: the full row for SFE Investment Counsel 5,625 $295K 0.06% new 13F-HR Timeline WHALEROCK POINT PARTNERS, LLC More: the full row for WHALEROCK POINT PARTNERS, LLC 5,619 $294K 0.07% 0 13F-HR Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 5,604 $294K 0.02% +21 13F-HR Timeline GUERRA PAN ADVISORS, LLC More: the full row for GUERRA PAN ADVISORS, LLC 5,581 $292K 0.23% 0 13F-HR Timeline Values Added Financial LLC More: the full row for Values Added Financial LLC 5,550 $291K 0.16% +1,050 13F-HR Timeline First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 5,494 $288K 0.01% 0 13F-HR Timeline DIVERSIFY WEALTH MANAGEMENT, LLC in group Diversify Advisory Services, … More: the full row for DIVERSIFY WEALTH MANAGEMENT, LLC 5,333 $286K 0.02% -882 13F-HR Timeline Group Walker Asset Management, LLC More: the full row for Walker Asset Management, LLC 5,435 $285K 0.17% 0 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 5,434 $285K 0.02% +390 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 5,381 $282K <0.01% +101 13F-HR Timeline Group MOODY LYNN LIEBERSON & WALKER, LLC More: the full row for MOODY LYNN LIEBERSON & WALKER, LLC 5,370 $281K 0.02% 0 13F-HR Timeline FIFTH THIRD BANK, NATIONAL ASSOCIATION group of 2 filers holding More: the full row for FIFTH THIRD BANK, NATIONAL ASSOCIATION 5,338 $280K +450 Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 5,135 $276K 0.01% +1,778 13F-HR Timeline Boston Trust Walden Corp in group Boston Trust Walden Corp More: the full row for Boston Trust Walden Corp 5,214 $273K <0.01% 0 13F-HR Timeline Group HM PAYSON & CO More: the full row for HM PAYSON & CO 5,200 $273K <0.01% 0 13F-HR Timeline BERKSHIRE ASSET MANAGEMENT LLC/PA More: the full row for BERKSHIRE ASSET MANAGEMENT LLC/PA 4,617 $266K 0.01% new 13F-HR Timeline Essex Bank in group Essex Financial Services, Inc. More: the full row for Essex Bank 5,075 $266K 0.07% +93 13F-HR Timeline Group Prospera Capital Management, LLC More: the full row for Prospera Capital Management, LLC 5,074 $266K 0.17% new 13F-HR/A Timeline Atlanta Consulting Group Advisors, LLC More: the full row for Atlanta Consulting Group Advisors, LLC 5,062 $266K 0.08% 0 13F-HR Timeline Legacy Capital Wealth Partners, LLC More: the full row for Legacy Capital Wealth Partners, LLC 5,031 $264K 0.06% -963 13F-HR Timeline Financial Security Advisor, Inc. More: the full row for Financial Security Advisor, Inc. 4,993 $262K 0.07% 0 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 4,969 $260K 0.01% +130 13F-HR Timeline GUGGENHEIM CAPITAL LLC in group GUGGENHEIM CAPITAL LLC More: the full row for GUGGENHEIM CAPITAL LLC 4,962 $260K <0.01% new 13F-HR Timeline Group Ethic Inc. More: the full row for Ethic Inc. 4,803 $258K 0.01% new 13F-HR Timeline Permanent Capital Management, LP More: the full row for Permanent Capital Management, LP 4,919 $258K 0.07% 0 13F-HR Timeline Autumn Glory Partners, LLC More: the full row for Autumn Glory Partners, LLC 4,890 $256K 0.13% 0 13F-HR Timeline BFSG, LLC More: the full row for BFSG, LLC 4,838 $254K 0.03% -135 13F-HR Timeline IFC Advisors LLC More: the full row for IFC Advisors LLC 4,747 $249K 0.05% new 13F-HR Timeline Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 4,700 $246K 0.04% 0 13F-HR Timeline Bridgefront Capital, LLC More: the full row for Bridgefront Capital, LLC 4,633 $243K 0.07% new 13F-HR Timeline Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 4,625 $242K 0.01% -1,000 13F-HR Timeline