Peak Asset Management, LLC More: the full row for Peak Asset Management, LLC 5,486 $527K 0.1% 0 13F-HR Timeline MUFG SECURITIES AMERICAS INC. More: the full row for MUFG SECURITIES AMERICAS INC. 5,458 $525K 0.04% +1,104 13F-HR Timeline Sustainable Insight Capital Management,… More: the full row for Sustainable Insight Capital Management, LLC 5,428 $522K 0.24% -5,755 13F-HR Timeline Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 5,420 $521K 0.04% +2,007 13F-HR Timeline AustralianSuper Pty Ltd More: the full row for AustralianSuper Pty Ltd 5,389 $518K <0.01% new 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 5,376 $517K 0.01% -822 13F-HR Timeline SHELL ASSET MANAGEMENT CO More: the full row for SHELL ASSET MANAGEMENT CO 5,358 $515K 0.02% -24 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 5,292 $509K 0.03% -2,537 13F-HR Timeline Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 5,287 $508K 0.01% +1 13F-HR Timeline BANCO BILBAO VIZCAYA ARGENTARIA, S.A. More: the full row for BANCO BILBAO VIZCAYA ARGENTARIA, S.A. 5,238 $503K <0.01% -50 13F-HR Timeline FIRST FINANCIAL BANK - TRUST DIVISION More: the full row for FIRST FINANCIAL BANK - TRUST DIVISION 5,214 $501K 0.04% -109 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 5,204 $500K 0.01% -240 13F-HR Timeline BROADWATER CAPITAL MANAGEMENT LLC More: the full row for BROADWATER CAPITAL MANAGEMENT LLC 499,772 $500K 0.72% +494,572 13F-HR/A Timeline AlTi Global, Inc. in group AlTi Global, Inc. More: the full row for AlTi Global, Inc. 5,105 $491K 0.01% +395 13F-HR Timeline Group Enterprise Financial Services Corp in group Enterprise Financial Services… More: the full row for Enterprise Financial Services Corp 5,088 $489K 0.26% -19 13F-HR Timeline Group Notis-McConarty Edward More: the full row for Notis-McConarty Edward 5,061 $486K 0.24% 0 13F-HR Timeline Principle Wealth Partners LLC More: the full row for Principle Wealth Partners LLC 5,000 $481K 0.03% +200 13F-HR Timeline SHELTON CAPITAL MANAGEMENT More: the full row for SHELTON CAPITAL MANAGEMENT 4,971 $478K 0.01% -25 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 4,961 $477K 0.01% 0 13F-HR Timeline Revisor Wealth Management LLC More: the full row for Revisor Wealth Management LLC 4,795 $476K 0.17% +182 13F-HR Timeline Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 4,908 $472K 0.03% +74 13F-HR Timeline Group Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 4,894 $470K 0.02% 13F-HR Timeline Eukles Asset Management More: the full row for Eukles Asset Management 4,826 $464K 0.19% +83 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 4,817 $463K 0.01% +42 13F-HR/A Timeline SCHMIDT P J INVESTMENT MANAGEMENT INC More: the full row for SCHMIDT P J INVESTMENT MANAGEMENT INC 4,801 $461K 0.08% 0 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 4,777 $459K 0.03% -8 13F-HR Timeline Impact Investors, Inc More: the full row for Impact Investors, Inc 4,774 $459K 0.32% -877 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 4,764 $458K 0.04% +178 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 4,757 $457K <0.01% +415 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 4,727 $454K 0.01% +69 13F-HR Timeline STOCK YARDS BANK & TRUST CO More: the full row for STOCK YARDS BANK & TRUST CO 4,714 $453K 0.02% +756 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 4,707 $452K 0.02% +1,956 13F-HR Timeline Group GWN SECURITIES INC. More: the full row for GWN SECURITIES INC. 4,669 $449K 0.08% -61,855 13F-HR Timeline SUMITOMO LIFE INSURANCE CO More: the full row for SUMITOMO LIFE INSURANCE CO 4,595 $442K 0.03% -322 13F-HR Timeline Relyea Zuckerberg Hanson LLC More: the full row for Relyea Zuckerberg Hanson LLC 4,590 $441K 0.05% -450 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 4,570 $439K 0.07% 0 13F-HR Timeline Ironwood Investment Counsel, LLC More: the full row for Ironwood Investment Counsel, LLC 4,556 $438K 0.07% 0 13F-HR Timeline Blueshift Asset Management, LLC More: the full row for Blueshift Asset Management, LLC 4,531 $435K 0.13% +1,962 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 4,521 $434K 0.01% +256 13F-HR Timeline ALPS ADVISORS INC in group ALPS ADVISORS INC More: the full row for ALPS ADVISORS INC 4,511 $434K <0.01% -21 13F-HR Timeline Group COURIER CAPITAL LLC More: the full row for COURIER CAPITAL LLC 4,491 $432K 0.03% 0 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 4,382 $431K 0.02% -724 13F-HR Timeline IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 4,477 $430K <0.01% -8,701 13F-HR Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 4,471 $430K 0.01% +475 13F-HR Timeline Group DIAMANT ASSET MANAGEMENT, INC. More: the full row for DIAMANT ASSET MANAGEMENT, INC. 4,450 $428K 0.33% 0 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 4,374 $420K 0.03% +762 13F-HR Timeline Callan Family Office, LLC More: the full row for Callan Family Office, LLC 4,364 $419K 0.01% +2,080 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 4,330 $416K <0.01% +1,558 13F-HR Timeline Group LOWE BROCKENBROUGH & CO INC More: the full row for LOWE BROCKENBROUGH & CO INC 4,315 $415K 0.02% -155 13F-HR Timeline Douglass Winthrop Advisors, LLC More: the full row for Douglass Winthrop Advisors, LLC 4,300 $413K 0.01% 0 13F-HR Timeline Florida Trust Wealth Management Co More: the full row for Florida Trust Wealth Management Co 4,300 $413K 0.01% 0 13F-HR Timeline OPTIMIZE FINANCIAL INC. More: the full row for OPTIMIZE FINANCIAL INC. 4,267 $410K 0.25% -30 13F-HR Timeline Sage Capital Management, LLC More: the full row for Sage Capital Management, LLC 4,261 $410K 0.2% 0 13F-HR Timeline RESOURCES MANAGEMENT CORP /CT/ /ADV More: the full row for RESOURCES MANAGEMENT CORP /CT/ /ADV 4,261 $409K 0.06% 0 13F-HR Timeline W.H. Cornerstone Investments Inc. More: the full row for W.H. Cornerstone Investments Inc. 4,252 $409K 0.26% +11 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 4,238 $407K <0.01% +26 13F-HR Timeline HARBOR CAPITAL ADVISORS, INC. More: the full row for HARBOR CAPITAL ADVISORS, INC. 4,231 $407K 0.02% -24 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 4,233 $407K 0.02% -112 13F-HR Timeline Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 4,220 $406K 0.01% +411 13F-HR Timeline Group Guardian Asset Advisors, LLC More: the full row for Guardian Asset Advisors, LLC 4,198 $403K 0.23% -20 13F-HR Timeline Apeiron RIA LLC More: the full row for Apeiron RIA LLC 4,163 $400K 0.1% +25 13F-HR Timeline EagleClaw Capital Managment, LLC More: the full row for EagleClaw Capital Managment, LLC 4,158 $400K 0.06% 0 13F-HR Timeline GERMAN AMERICAN BANCORP, INC. More: the full row for GERMAN AMERICAN BANCORP, INC. 4,126 $397K 0.04% -10 13F-HR Timeline PRAXIS INVESTMENT MANAGEMENT INC More: the full row for PRAXIS INVESTMENT MANAGEMENT INC 4,090 $393K 0.03% -710 13F-HR Timeline HOWLAND CAPITAL MANAGEMENT LLC More: the full row for HOWLAND CAPITAL MANAGEMENT LLC 4,070 $391K 0.02% +670 13F-HR Timeline First National Trust Co More: the full row for First National Trust Co 4,044 $389K 0.01% -9 13F-HR Timeline CAHILL FINANCIAL ADVISORS INC More: the full row for CAHILL FINANCIAL ADVISORS INC 4,027 $387K 0.05% 0 13F-HR Timeline West Family Investments, Inc. More: the full row for West Family Investments, Inc. 3,989 $383K 0.1% -112 13F-HR Timeline DRW Securities, LLC More: the full row for DRW Securities, LLC 3,909 $376K 0.03% new 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 3,884 $373K 0.04% -1,960 13F-HR Timeline Beaumont Financial Advisors, LLC More: the full row for Beaumont Financial Advisors, LLC 3,865 $371K 0.03% +205 13F-HR Timeline Summit Trail Advisors, LLC More: the full row for Summit Trail Advisors, LLC 3,854 $370K 0.01% new 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 3,798 $365K <0.01% -21 13F-HR Timeline BAXTER BROS INC More: the full row for BAXTER BROS INC 3,780 $363K 0.04% -2,600 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 3,758 $361K 0.01% +330 13F-HR/A Timeline Stokes Capital Advisors, LLC More: the full row for Stokes Capital Advisors, LLC 3,750 $360K 0.09% 0 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 3,744 $360K 0.01% -123 13F-HR Timeline Freedom Day Solutions, LLC More: the full row for Freedom Day Solutions, LLC 3,738 $359K 0.11% -75 13F-HR Timeline Security Financial Services, INC. More: the full row for Security Financial Services, INC. 3,733 $359K 0.06% +854 13F-HR Timeline Schorn Wealth LLC More: the full row for Schorn Wealth LLC 3,733 $359K 0.12% +11 13F-HR Timeline Weaver Capital Management LLC More: the full row for Weaver Capital Management LLC 3,725 $358K 0.09% -24 13F-HR Timeline CoreFirst Bank & Trust More: the full row for CoreFirst Bank & Trust 3,700 $356K 0.2% 0 13F-HR Timeline First Interstate Bank More: the full row for First Interstate Bank 3,674 $353K 0.02% +12 13F-HR Timeline APPLETON PARTNERS INC/MA More: the full row for APPLETON PARTNERS INC/MA 3,672 $353K 0.02% -651 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 3,667 $352K 0.04% +324 13F-HR Timeline TOWER BRIDGE ADVISORS More: the full row for TOWER BRIDGE ADVISORS 3,600 $346K 0.04% 0 13F-HR Timeline Values Added Financial LLC More: the full row for Values Added Financial LLC 3,596 $346K 0.17% -18 13F-HR Timeline Heritage Trust Co More: the full row for Heritage Trust Co 3,561 $342K 0.04% 0 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 3,551 $341K <0.01% -7,265 13F-HR Timeline PHYSICIANS FINANCIAL SERVICES, INC. More: the full row for PHYSICIANS FINANCIAL SERVICES, INC. 3,553 $341K 0.1% 0 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 3,538 $340K 0.01% -155 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 3,528 $339K 0.01% -52 13F-HR Timeline Aries Wealth Management More: the full row for Aries Wealth Management 3,527 $339K 0.09% 0 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 3,521 $338K 0.02% new 13F-HR Timeline Group Elwood & Goetz Wealth Advisory Group, L… More: the full row for Elwood & Goetz Wealth Advisory Group, LLC 3,509 $337K 0.07% 0 13F-HR Timeline Morningstar Investment Management LLC in group Morningstar Investment Manage… More: the full row for Morningstar Investment Management LLC 3,509 $337K 0.03% new 13F-HR Timeline Group KORNITZER CAPITAL MANAGEMENT INC /KS More: the full row for KORNITZER CAPITAL MANAGEMENT INC /KS 3,500 $336K 0.01% 0 13F-HR Timeline Mullaney, Keating & Wright, Inc. More: the full row for Mullaney, Keating & Wright, Inc. 3,487 $335K 0.22% 0 13F-HR Timeline STRATEGY ASSET MANAGERS LLC More: the full row for STRATEGY ASSET MANAGERS LLC 3,439 $331K 0.06% -72 13F-HR Timeline Banco Santander, S.A. in group Banco Santander, S.A. More: the full row for Banco Santander, S.A. 3,430 $330K <0.01% 0 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 3,425 $329K 0.04% 0 13F-HR Timeline MSH Capital Advisors LLC More: the full row for MSH Capital Advisors LLC 3,415 $328K 0.09% -575 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 3,410 $328K 0.05% -40 13F-HR Timeline EVERETT HARRIS & CO /CA/ More: the full row for EVERETT HARRIS & CO /CA/ 3,408 $328K <0.01% -7 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 3,400 $327K <0.01% +900 13F-HR Timeline RFG - Bristol Wealth Advisors, LLC More: the full row for RFG - Bristol Wealth Advisors, LLC 3,355 $322K 0.1% -860 13F-HR Timeline PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 3,337 $321K <0.01% -6 13F-HR Timeline CRAWFORD INVESTMENT COUNSEL INC More: the full row for CRAWFORD INVESTMENT COUNSEL INC 3,330 $320K 0.01% 0 13F-HR Timeline MOSAIC FAMILY WEALTH PARTNERS, LLC More: the full row for MOSAIC FAMILY WEALTH PARTNERS, LLC 3,328 $320K 0.04% 0 13F-HR Timeline Jain Global LLC More: the full row for Jain Global LLC 3,326 $320K <0.01% new 13F-HR Timeline Acorn Wealth Advisors, LLC More: the full row for Acorn Wealth Advisors, LLC 3,324 $319K 0.12% +5 13F-HR Timeline Cascades Capital Asset Management, LLC More: the full row for Cascades Capital Asset Management, LLC 3,318 $319K 0.16% 0 13F-HR Timeline Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 3,316 $319K 0.01% +296 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 3,311 $318K 0.04% +1,004 13F-HR/A Timeline Knollwood Investment Advisory, LLC More: the full row for Knollwood Investment Advisory, LLC 3,310 $318K 0.03% 0 13F-HR Timeline Sequent Asset Management, LLC More: the full row for Sequent Asset Management, LLC 3,300 $317K 0.25% -448 13F-HR Timeline DAGCO, INC. More: the full row for DAGCO, INC. 3,300 $317K 0.09% 0 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 3,281 $315K 0.01% -71 13F-HR Timeline Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 3,263 $314K 0.01% +737 13F-HR Timeline DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 3,260 $313K 0.01% +510 13F-HR Timeline Haverford Trust Co More: the full row for Haverford Trust Co 3,251 $312K <0.01% +94 13F-HR Timeline SMITH SHELLNUT WILSON LLC /ADV More: the full row for SMITH SHELLNUT WILSON LLC /ADV 3,223 $310K 0.13% -711 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 3,211 $309K 0.01% -144 13F-HR Timeline PROFUND ADVISORS LLC More: the full row for PROFUND ADVISORS LLC 3,202 $308K 0.01% -858 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 3,189 $307K 0.01% -2,881 13F-HR/A Timeline Somerset Trust Co More: the full row for Somerset Trust Co 3,187 $306K 0.1% -33 13F-HR Timeline PRING TURNER CAPITAL GROUP INC More: the full row for PRING TURNER CAPITAL GROUP INC 3,185 $306K 0.2% 0 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 3,294 $305K 0.03% -4 13F-HR Timeline KIRTLAND HILLS CAPITAL MANAGEMENT, LLC More: the full row for KIRTLAND HILLS CAPITAL MANAGEMENT, LLC 3,151 $303K 0.14% -253 13F-HR Timeline Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 3,134 $301K +791 Timeline RD Lewis Holdings, Inc. More: the full row for RD Lewis Holdings, Inc. 3,213 $298K 0.3% -190 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 3,075 $296K 0.01% -15 13F-HR Timeline Jump Financial, LLC in group Jump Financial, LLC More: the full row for Jump Financial, LLC 3,067 $295K <0.01% -1,368 13F-HR/A Timeline Group GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 3,058 $294K 0.01% -1,205 13F-HR Timeline Humankind Investments LLC More: the full row for Humankind Investments LLC 3,035 $292K 0.07% -2,246 13F-HR Timeline WEALTH EFFECTS LLC More: the full row for WEALTH EFFECTS LLC 3,006 $289K 0.11% -198 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 3,000 $288K 0.05% 0 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 2,953 $286K 0.01% +603 13F-HR Timeline Ramirez Asset Management, Inc. More: the full row for Ramirez Asset Management, Inc. 2,976 $286K 0.04% 0 13F-HR Timeline ZACKS INVESTMENT MANAGEMENT More: the full row for ZACKS INVESTMENT MANAGEMENT 2,971 $286K <0.01% -141,175 13F-HR Timeline Delta Investment Management, LLC More: the full row for Delta Investment Management, LLC 2,962 $285K 0.05% 0 13F-HR Timeline TRILLIUM ASSET MANAGEMENT, LLC More: the full row for TRILLIUM ASSET MANAGEMENT, LLC 2,951 $284K 0.01% 0 13F-HR Timeline MGB Wealth Management, LLC More: the full row for MGB Wealth Management, LLC 2,892 $278K 0.09% -341 13F-HR Timeline FIRST MANHATTAN CO. LLC. More: the full row for FIRST MANHATTAN CO. LLC. 2,875 $276K <0.01% 0 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 2,866 $275K 0.01% -21 13F-HR Timeline LVM CAPITAL MANAGEMENT LTD/MI More: the full row for LVM CAPITAL MANAGEMENT LTD/MI 2,864 $275K 0.03% 0 13F-HR Timeline Impact Capital Partners LLC More: the full row for Impact Capital Partners LLC 2,826 $272K 0.09% -415 13F-HR Timeline FARMERS & MERCHANTS TRUST Co OF LONG BE… More: the full row for FARMERS & MERCHANTS TRUST Co OF LONG BEACH 2,825 $272K 0.06% +83 13F-HR Timeline EntryPoint Capital, LLC More: the full row for EntryPoint Capital, LLC 2,804 $269K 0.14% -98 13F-HR Timeline Redhawk Wealth Advisors, Inc. More: the full row for Redhawk Wealth Advisors, Inc. 2,793 $268K 0.03% 0 13F-HR Timeline NATURAL INVESTMENTS, LLC More: the full row for NATURAL INVESTMENTS, LLC 2,791 $268K 0.07% +895 13F-HR Timeline BBR PARTNERS, LLC More: the full row for BBR PARTNERS, LLC 2,786 $268K 0.02% new 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 2,784 $268K 0.02% -330 13F-HR Timeline PITCAIRN CO in group PITCAIRN CO More: the full row for PITCAIRN CO 2,783 $267K 0.02% -256 13F-HR/A Timeline Group SCS Capital Management LLC More: the full row for SCS Capital Management LLC 2,747 $264K <0.01% 0 13F-HR Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 2,732 $263K <0.01% +8 13F-HR Timeline Strait & Sound Wealth Management LLC More: the full row for Strait & Sound Wealth Management LLC 2,716 $261K 0.11% -91 13F-HR Timeline TOWNSQUARE CAPITAL LLC More: the full row for TOWNSQUARE CAPITAL LLC 2,696 $259K 0.03% -12,218 13F-HR Timeline New Hampshire Trust More: the full row for New Hampshire Trust 2,669 $257K 0.05% +296 13F-HR Timeline CARY STREET PARTNERS ASSET MANAGEMENT L… group of 2 filers holding More: the full row for CARY STREET PARTNERS ASSET MANAGEMENT LLC 2,658 $255K -58 Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 2,682 $254K 0.02% -884 13F-HR Timeline Sivia Capital Partners, LLC More: the full row for Sivia Capital Partners, LLC 2,638 $254K 0.09% new 13F-HR/A Timeline OARSMAN CAPITAL, INC. More: the full row for OARSMAN CAPITAL, INC. 2,632 $253K 0.04% 0 13F-HR Timeline Creekmur Asset Management LLC More: the full row for Creekmur Asset Management LLC 2,628 $253K 0.04% +591 13F-HR Timeline KWB Wealth More: the full row for KWB Wealth 2,275 $250K 0.03% -22 13F-HR Timeline Ballast, Inc. More: the full row for Ballast, Inc. 2,587 $249K 0.07% 0 13F-HR/A Timeline KING LUTHER CAPITAL MANAGEMENT CORP More: the full row for KING LUTHER CAPITAL MANAGEMENT CORP 2,586 $249K <0.01% +286 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 2,566 $247K 0.05% +357 13F-HR Timeline Addison Capital Co More: the full row for Addison Capital Co 2,565 $247K 0.09% 0 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 2,546 $245K <0.01% -1,506 13F-HR Timeline MBB PUBLIC MARKETS I LLC More: the full row for MBB PUBLIC MARKETS I LLC 2,541 $244K 0.03% -567 13F-HR Timeline Copeland Capital Management, LLC More: the full row for Copeland Capital Management, LLC 2,533 $243K 0.01% 0 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 2,478 $241K 0.01% new 13F-HR Timeline SYKON CAPITAL LLC More: the full row for SYKON CAPITAL LLC 2,500 $240K 0.09% 0 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 2,495 $240K 0.03% +787 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 2,494 $240K -17 Timeline AlphaQuest LLC More: the full row for AlphaQuest LLC 2,492 $240K 0.02% -7,056 13F-HR Timeline SUMMITRY LLC More: the full row for SUMMITRY LLC 2,465 $237K 0.01% new 13F-HR Timeline Clean Yield Group More: the full row for Clean Yield Group 2,460 $236K 0.07% -48 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 2,459 $236K 0.01% -373 13F-HR Timeline Claret Asset Management Corp More: the full row for Claret Asset Management Corp 2,454 $236K 0.03% +594 13F-HR Timeline Optivise Advisory Services LLC More: the full row for Optivise Advisory Services LLC 2,452 $236K 0.12% +578 13F-HR Timeline Financial Advocates Investment Manageme… More: the full row for Financial Advocates Investment Management 2,425 $233K 0.02% -111 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 2,410 $232K <0.01% +157 13F-HR Timeline AR ASSET MANAGEMENT INC More: the full row for AR ASSET MANAGEMENT INC 2,400 $231K 0.05% 0 13F-HR Timeline Arnhold LLC More: the full row for Arnhold LLC 2,400 $231K 0.02% 0 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 2,399 $231K 0.02% +443 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 2,397 $230K 0.04% -50 13F-HR Timeline Group INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 2,388 $229K 0.01% -4,133 13F-HR Timeline BAILARD, INC. More: the full row for BAILARD, INC. 2,383 $229K 0.01% -8 13F-HR Timeline Stanley-Laman Group, Ltd. More: the full row for Stanley-Laman Group, Ltd. 2,375 $228K 0.03% +346 13F-HR Timeline Purkiss Capital Advisors LLC More: the full row for Purkiss Capital Advisors LLC 2,365 $227K 0.13% +479 13F-HR Timeline WESTPAC BANKING CORP in group WESTPAC BANKING CORP More: the full row for WESTPAC BANKING CORP 2,363 $227K 0.02% -846 13F-HR Timeline Group SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 2,357 $227K 0.01% new 13F-HR Timeline Affinity Capital Advisors, LLC More: the full row for Affinity Capital Advisors, LLC 2,336 $225K 0.04% 0 13F-HR Timeline Measured Risk Portfolios, Inc. More: the full row for Measured Risk Portfolios, Inc. 2,324 $223K 0.25% -67 13F-HR Timeline Intelligent Financial Strategies More: the full row for Intelligent Financial Strategies 2,322 $223K 0.12% 0 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 2,312 $222K 0.02% -40 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 2,281 $219K 0.02% +185 13F-HR/A Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 2,277 $219K 0.01% new 13F-HR Timeline