HF Advisory Group, LLC More: the full row for HF Advisory Group, LLC 47,124 $2.23M 0.88% +2,993 13F-HR Timeline Fulton Bank, N.A. More: the full row for Fulton Bank, N.A. 46,723 $2.21M 0.08% new 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 46,467 $2.2M 0.05% +11,205 13F-HR Timeline First Bank & Trust More: the full row for First Bank & Trust 45,370 $2.15M 0.38% +21,164 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 44,505 $2.11M 0.06% +6,038 13F-HR Timeline Alaethes Wealth, LLC More: the full row for Alaethes Wealth, LLC 43,055 $2.07M 0.62% +840 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 43,154 $2.04M 0.01% -1,881 13F-HR Timeline Caption Management, LLC More: the full row for Caption Management, LLC 42,000 $1.99M 0.18% new 13F-HR Timeline MIRABELLA FINANCIAL SERVICES LLP More: the full row for MIRABELLA FINANCIAL SERVICES LLP 41,420 $1.96M 0.21% new 13F-HR Timeline Citizens National Bank Trust Department More: the full row for Citizens National Bank Trust Department 41,385 $1.96M 0.39% +4,905 13F-HR Timeline Range Financial Group LLC More: the full row for Range Financial Group LLC 41,306 $1.96M 0.77% -14 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 41,144 $1.95M <0.01% +955 13F-HR/A Timeline Group Compound Planning, Inc. More: the full row for Compound Planning, Inc. 40,835 $1.93M 0.07% +11,635 13F-HR Timeline Vident Advisory, LLC in group Vident Advisory, LLC More: the full row for Vident Advisory, LLC 40,232 $1.9M 0.02% +3,427 13F-HR Timeline Group PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 39,624 $1.88M 0.04% +12,894 13F-HR Timeline Group FIRST FOUNDATION ADVISORS in group FIRST FOUNDATION ADVISORS More: the full row for FIRST FOUNDATION ADVISORS 39,461 $1.87M 0.07% -5,423 13F-HR Timeline Group TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 39,459 $1.87M 0.23% +28,828 13F-HR Timeline GUGGENHEIM CAPITAL LLC in group GUGGENHEIM CAPITAL LLC More: the full row for GUGGENHEIM CAPITAL LLC 39,009 $1.85M 0.01% -557 13F-HR Timeline Group SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 38,557 $1.82M 0.12% -4,373 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 38,395 $1.82M 0.05% 13F-HR Timeline K2 PRINCIPAL FUND, L.P. More: the full row for K2 PRINCIPAL FUND, L.P. 38,200 $1.81M 0.33% new 13F-HR Timeline Obermeyer Wealth Partners More: the full row for Obermeyer Wealth Partners 37,500 $1.77M 0.09% -45 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 35,937 $1.7M 0.01% +28,668 13F-HR Timeline Ativo Capital Management LLC More: the full row for Ativo Capital Management LLC 35,346 $1.67M 1.5% +18,318 13F-HR Timeline Emmett Investment Management, LP More: the full row for Emmett Investment Management, LP 35,800 $1.67M 1.33% new 13F-HR Timeline Farringdon Capital, Ltd. More: the full row for Farringdon Capital, Ltd. 35,073 $1.66M 0.56% new 13F-HR Timeline IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 34,962 $1.65M 0.01% +19,862 13F-HR Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 33,865 $1.6M 0.67% +33,856 13F-HR Timeline IMC-Chicago, LLC More: the full row for IMC-Chicago, LLC 33,537 $1.59M 0.04% new 13F-HR Timeline CEERA INVESTMENTS, LLC More: the full row for CEERA INVESTMENTS, LLC 32,965 $1.56M 0.48% 0 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 32,703 $1.55M 0.06% 13F-HR Timeline SUMMIT SECURITIES GROUP LLC More: the full row for SUMMIT SECURITIES GROUP LLC 32,528 $1.54M 0.55% +3,378 13F-HR Timeline Advisors Asset Management, Inc. More: the full row for Advisors Asset Management, Inc. 31,967 $1.51M 0.03% -2,207 13F-HR/A Timeline NWAM LLC More: the full row for NWAM LLC 27,664 $1.48M 0.09% new 13F-HR/A Timeline Plan Group Financial, LLC More: the full row for Plan Group Financial, LLC 30,900 $1.46M 0.48% -5,600 13F-HR Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 30,896 $1.46M 0.1% new 13F-HR Timeline Callan Family Office, LLC More: the full row for Callan Family Office, LLC 30,875 $1.46M 0.05% +21,931 13F-HR Timeline 44 WEALTH MANAGEMENT LLC More: the full row for 44 WEALTH MANAGEMENT LLC 29,809 $1.41M 0.5% +1,098 13F-HR Timeline Qtron Investments LLC More: the full row for Qtron Investments LLC 29,595 $1.4M 0.18% -47 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 29,577 $1.4M <0.01% +9,784 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 29,212 $1.38M 0.15% +23,262 13F-HR Timeline FIFTH THIRD BANK, NATIONAL ASSOCIATION group of 2 filers holding More: the full row for FIFTH THIRD BANK, NATIONAL ASSOCIATION 28,975 $1.37M +6,785 Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 25,508 $1.37M 0.02% -1,722 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 28,889 $1.37M <0.01% +16,173 13F-HR Timeline MADDEN SECURITIES Corp More: the full row for MADDEN SECURITIES Corp 28,835 $1.36M 0.46% -2,700 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 28,470 $1.35M 0.02% -6,503 13F-HR Timeline Group Blue Trust, Inc. More: the full row for Blue Trust, Inc. 27,948 $1.32M 0.02% +3,148 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 27,799 $1.32M 0.01% -3,413 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 27,760 $1.31M 0.02% +3,069 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 27,631 $1.31M 0.17% +15,146 13F-HR/A Timeline Schonfeld Strategic Advisors LLC More: the full row for Schonfeld Strategic Advisors LLC 27,423 $1.3M 0.01% new 13F-HR Timeline Jackson Wealth Management, LLC More: the full row for Jackson Wealth Management, LLC 27,236 $1.29M 0.14% new 13F-HR Timeline MITCHELL & PAHL PRIVATE WEALTH, LLC More: the full row for MITCHELL & PAHL PRIVATE WEALTH, LLC 27,197 $1.29M 0.57% +457 13F-HR Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 26,675 $1.26M 0.07% +3,114 13F-HR Timeline Souders Financial Advisors More: the full row for Souders Financial Advisors 26,379 $1.25M 0.16% +9,043 13F-HR Timeline Laird Norton Wetherby Wealth Management… More: the full row for Laird Norton Wetherby Wealth Management, LLC 26,374 $1.25M 0.06% 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 26,245 $1.24M 0.05% +379 13F-HR Timeline Group NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 26,045 $1.23M <0.01% +6,313 13F-HR Timeline Group Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 26,028 $1.23M 0.01% +5,766 13F-HR Timeline CSS LLC/IL More: the full row for CSS LLC/IL 25,110 $1.19M 0.08% -4,250 13F-HR Timeline Ipswich Investment Management Co., Inc. More: the full row for Ipswich Investment Management Co., Inc. 25,000 $1.18M 0.29% 0 13F-HR Timeline Ted Buchan & Co More: the full row for Ted Buchan & Co 24,790 $1.17M 0.47% +3,777 13F-HR Timeline STERLING INVESTMENT MANAGEMENT, LLC More: the full row for STERLING INVESTMENT MANAGEMENT, LLC 24,619 $1.17M 0.77% -102 13F-HR Timeline YOUSIF CAPITAL MANAGEMENT, LLC More: the full row for YOUSIF CAPITAL MANAGEMENT, LLC 24,556 $1.16M 0.01% +1,805 13F-HR Timeline DYMON ASIA CAPITAL (SINGAPORE) PTE. LTD. in group DYMON ASIA CAPITAL (SINGAPORE… More: the full row for DYMON ASIA CAPITAL (SINGAPORE) PTE. LTD. 24,100 $1.14M 0.81% +10,800 13F-HR Timeline Group INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 23,892 $1.13M 0.03% -2,848 13F-HR Timeline White Lighthouse Investment Management … More: the full row for White Lighthouse Investment Management Inc. 23,852 $1.13M 0.18% 0 13F-HR Timeline Applied Capital LLC/FL More: the full row for Applied Capital LLC/FL 23,275 $1.1M 0.82% -9 13F-HR Timeline GREENLEAF TRUST More: the full row for GREENLEAF TRUST 23,014 $1.09M 0.01% +292 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 22,975 $1.09M 0.02% +1,939 13F-HR Timeline Pictet Asset Management Holding SA in group Pictet Asset Management Holdi… More: the full row for Pictet Asset Management Holding SA 22,967 $1.09M <0.01% 0 13F-HR Timeline Group Allspring Global Investments Holdings, … in group Allspring Global Investments … More: the full row for Allspring Global Investments Holdings, LLC 23,188 $1.08M <0.01% +297 13F-HR Timeline Group COMMONS CAPITAL, LLC More: the full row for COMMONS CAPITAL, LLC 22,504 $1.07M 0.81% new 13F-HR Timeline BRANDES INVESTMENT PARTNERS, LP in group BRANDES INVESTMENT PARTNERS, … More: the full row for BRANDES INVESTMENT PARTNERS, LP 22,204 $1.05M 0.01% -3,635 13F-HR Timeline Group Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 22,100 $1.04M <0.01% +5,721 13F-HR/A Timeline Group WESPAC Advisors, LLC More: the full row for WESPAC Advisors, LLC 21,883 $1.04M 0.72% new 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 21,773 $1.03M 0.03% -2,563 13F-HR/A Timeline SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 21,673 $1.03M 0.09% +1,857 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 21,651 $1.02M 0.03% +1,873 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 21,279 $1.02M 0.03% +5,561 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 21,006 $994K 0.01% +3,446 13F-HR Timeline Group FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 20,932 $991K <0.01% -115 13F-HR Timeline Group SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 20,910 $990K 0.02% +6,228 13F-HR Timeline Curi Capital, LLC More: the full row for Curi Capital, LLC 20,516 $971K 0.02% new 13F-HR Timeline TOWNSQUARE CAPITAL LLC More: the full row for TOWNSQUARE CAPITAL LLC 20,426 $967K 0.09% -22,831 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 20,401 $966K 0.01% +8,907 13F-HR Timeline 49 WEALTH MANAGEMENT, LLC More: the full row for 49 WEALTH MANAGEMENT, LLC 20,346 $963K 0.1% +4,347 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 19,619 $929K 0.18% -4,754 13F-HR Timeline RFP Financial Group LLC More: the full row for RFP Financial Group LLC 19,376 $917K 0.38% -1,281 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 19,598 $915K 0.01% +223 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 19,259 $912K 0.1% -37 13F-HR Timeline Michels Family Financial, LLC More: the full row for Michels Family Financial, LLC 18,983 $898K 0.77% +249 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 18,891 $894K 0.07% +2,176 13F-HR/A Timeline PROFUND ADVISORS LLC More: the full row for PROFUND ADVISORS LLC 18,674 $884K 0.03% +646 13F-HR Timeline FOURPATH CAPITAL MANAGEMENT, LLC More: the full row for FOURPATH CAPITAL MANAGEMENT, LLC 18,513 $876K 0.14% new 13F-HR Timeline Crossmark Global Holdings, Inc. More: the full row for Crossmark Global Holdings, Inc. 18,448 $873K 0.01% 0 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 18,267 $865K 0.01% +1,646 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 18,177 $860K 0.06% +2,210 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 17,857 $845K 0.01% +2,509 13F-HR Timeline Keystone Financial Group More: the full row for Keystone Financial Group 17,648 $835K 0.08% -181 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 17,600 $833K 0.02% +845 13F-HR Timeline Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 17,580 $833K +1,999 Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 15,926 $832K 0.02% +4,688 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 17,580 $832K 0.03% -5,404 13F-HR Timeline Glenorchy Capital Ltd More: the full row for Glenorchy Capital Ltd 17,172 $813K 0.6% -88 13F-HR Timeline Avantra Family Wealth, Inc. More: the full row for Avantra Family Wealth, Inc. 17,067 $808K 0.67% -684 13F-HR Timeline BLUEFIN CAPITAL MANAGEMENT, LLC More: the full row for BLUEFIN CAPITAL MANAGEMENT, LLC 16,950 $802K 0.62% +300 13F-HR Timeline San Luis Wealth Advisors LLC More: the full row for San Luis Wealth Advisors LLC 16,643 $788K 0.17% -1,711 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 16,524 $782K 0.02% +5,814 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 16,148 $764K 0.03% +3,676 13F-HR Timeline D'Orazio & Associates, Inc. More: the full row for D'Orazio & Associates, Inc. 16,066 $760K 0.11% +992 13F-HR Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 15,967 $756K <0.01% +816 13F-HR Timeline Group Allworth Financial LP More: the full row for Allworth Financial LP 15,896 $752K <0.01% +11,104 13F-HR Timeline Finer Wealth Management, Inc. More: the full row for Finer Wealth Management, Inc. 15,846 $750K 0.4% 0 13F-HR Timeline Formidable Asset Management, LLC More: the full row for Formidable Asset Management, LLC 18,032 $746K 0.12% 0 13F-HR Timeline Financial & Tax Architects, LLC More: the full row for Financial & Tax Architects, LLC 15,737 $745K 0.18% -1,513 13F-HR Timeline TCW GROUP INC in group TCW GROUP INC More: the full row for TCW GROUP INC 15,706 $743K 0.01% 0 13F-HR Timeline Group Banco de Sabadell, S.A More: the full row for Banco de Sabadell, S.A 15,678 $743K 0.51% +1,131 13F-HR Timeline Glenview Trust Co More: the full row for Glenview Trust Co 15,120 $716K 0.01% new 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 15,073 $713K 0.01% -5,586 13F-HR Timeline Group O'Brien Greene & Co. Inc More: the full row for O'Brien Greene & Co. Inc 15,038 $712K 0.23% +11 13F-HR Timeline HIGHLAND CAPITAL MANAGEMENT, LLC More: the full row for HIGHLAND CAPITAL MANAGEMENT, LLC 15,000 $710K 0.04% new 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 14,859 $703K 0.07% +1,048 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 14,853 $703K <0.01% +5,486 13F-HR Timeline Group Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 14,843 $703K 0.01% +445 13F-HR Timeline Key Client Fiduciary Advisors, LLC More: the full row for Key Client Fiduciary Advisors, LLC 14,848 $703K 0.29% +914 13F-HR Timeline TITLEIST ASSET MANAGEMENT, LLC More: the full row for TITLEIST ASSET MANAGEMENT, LLC 14,624 $692K 0.07% +66 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 14,605 $691K 0.04% +2,035 13F-HR Timeline Group Cove Street Capital, LLC More: the full row for Cove Street Capital, LLC 13,921 $659K 0.97% 0 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 13,874 $657K 0.05% +1,173 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 13,583 $654K 0.02% +6,749 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 13,780 $652K 0.01% +1,482 13F-HR Timeline GRIFFIN ASSET MANAGEMENT, INC. More: the full row for GRIFFIN ASSET MANAGEMENT, INC. 13,709 $649K 0.08% -4,932 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 13,698 $648K 0.03% +385 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 13,651 $646K 0.03% +480 13F-HR Timeline Intelligence Driven Advisers, LLC More: the full row for Intelligence Driven Advisers, LLC 13,361 $632K 0.1% new 13F-HR Timeline FORTRESS PRIVATE LEDGER, LLC More: the full row for FORTRESS PRIVATE LEDGER, LLC 13,270 $628K 0.29% +3,516 13F-HR Timeline Nicholas Wealth, LLC. More: the full row for Nicholas Wealth, LLC. 13,219 $626K 0.55% -597 13F-HR/A Timeline World Investment Advisors More: the full row for World Investment Advisors 13,128 $621K 0.01% +4,294 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 13,052 $618K 0.01% +12,139 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. MOODY NATIONAL BANK TRUST DIVISION in group MOODY NATIONAL BANK TRUST DIV… More: the full row for MOODY NATIONAL BANK TRUST DIVISION 12,962 $613K 0.06% +67 13F-HR Timeline Group TD Asset Management Inc More: the full row for TD Asset Management Inc 12,961 $613K <0.01% +328 13F-HR Timeline Linden Thomas Advisory Services, LLC More: the full row for Linden Thomas Advisory Services, LLC 12,853 $608K 0.07% -2,925 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 12,813 $606K 0.05% +1,282 13F-HR Timeline ICONIQ Capital, LLC in group ICONIQ Capital, LLC More: the full row for ICONIQ Capital, LLC 12,681 $600K 0.01% +256 13F-HR Timeline Group Access Investment Management LLC More: the full row for Access Investment Management LLC 12,495 $591K 0.17% 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 12,377 $586K 0.08% +2,968 13F-HR Timeline NorthCoast Asset Management LLC More: the full row for NorthCoast Asset Management LLC 12,175 $579K <0.01% -511 13F-HR Timeline KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 12,211 $578K <0.01% +530 13F-HR Timeline Group Glenmede Investment Management, LP More: the full row for Glenmede Investment Management, LP 11,974 $567K <0.01% 13F-HR Timeline First County Bank /CT/ More: the full row for First County Bank /CT/ 11,962 $566K 0.3% -440 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 11,943 $565K <0.01% +1,058 13F-HR/A Timeline Group REXFORD CAPITAL INC More: the full row for REXFORD CAPITAL INC 11,870 $562K 0.47% 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 11,849 $561K 0.01% +904 13F-HR Timeline Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 11,818 $559K 0.01% -3,623 13F-HR/A Timeline Adalta Capital Management LLC More: the full row for Adalta Capital Management LLC 11,570 $557K 0.28% +8,570 13F-HR Timeline Stokes Family Office, LLC More: the full row for Stokes Family Office, LLC 11,711 $554K 0.06% +14 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 11,536 $546K 0.03% +67 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 11,520 $545K 0.05% +377 13F-HR Timeline JANUS HENDERSON GROUP PLC in group Janus Henderson More: the full row for JANUS HENDERSON GROUP PLC 11,457 $542K <0.01% 0 13F-HR Timeline Group SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 11,302 $535K 0.01% +509 13F-HR Timeline Group Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 11,283 $534K 0.05% -559 13F-HR Timeline Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 11,108 $526K 0.04% new 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 11,100 $525K <0.01% +944 13F-HR Timeline LAZARD ASSET MANAGEMENT LLC in group LAZARD ASSET MANAGEMENT LLC More: the full row for LAZARD ASSET MANAGEMENT LLC 11,100 $525K <0.01% 0 13F-HR Timeline Group Lester Murray Antman dba SimplyRich More: the full row for Lester Murray Antman dba SimplyRich 11,027 $521K 0.15% +3,255 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 11,005 $521K 0.02% +2,054 13F-HR Timeline CORSAIR CAPITAL MANAGEMENT, L.P. More: the full row for CORSAIR CAPITAL MANAGEMENT, L.P. 11,000 $521K 0.1% new 13F-HR/A Timeline Bank & Trust Co More: the full row for Bank & Trust Co 10,992 $520K 0.41% 0 13F-HR Timeline Keudell/Morrison Wealth Management More: the full row for Keudell/Morrison Wealth Management 10,981 $520K 0.12% new 13F-HR Timeline YANKCOM Partnership More: the full row for YANKCOM Partnership 10,939 $518K 0.25% -76 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 10,934 $518K 0.01% -4,447 13F-HR Timeline Group AE Wealth Management LLC More: the full row for AE Wealth Management LLC 10,928 $517K <0.01% new 13F-HR Timeline Concord Wealth Partners group of 2 filers holding More: the full row for Concord Wealth Partners 10,872 $515K +5,436 Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 10,839 $513K 0.01% +226 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 10,471 $496K 0.08% +734 13F-HR Timeline J.Safra Asset Management Corp More: the full row for J.Safra Asset Management Corp 10,307 $488K 0.03% new 13F-HR/A Timeline VISION FINANCIAL MARKETS LLC More: the full row for VISION FINANCIAL MARKETS LLC 10,304 $488K 0.46% +9,900 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 10,298 $487K <0.01% new 13F-HR Timeline Gallacher Capital Management LLC More: the full row for Gallacher Capital Management LLC 10,242 $485K 0.22% +273 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 10,157 $481K 0.01% +543 13F-HR Timeline WOODARD & CO ASSET MANAGEMENT GROUP INC… More: the full row for WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV 10,127 $479K 0.09% 0 13F-HR Timeline Strategic Investment Advisors / MI More: the full row for Strategic Investment Advisors / MI 10,098 $478K 0.05% new 13F-HR Timeline STOCK YARDS BANK & TRUST CO More: the full row for STOCK YARDS BANK & TRUST CO 10,068 $477K 0.02% +3,904 13F-HR Timeline OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 10,027 $475K 0.01% -4,409 13F-HR Timeline Stockman Wealth Management, Inc. 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