DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 1,284 $351K 0.01% -4,594 13F-HR Timeline INTRUST BANK NA More: the full row for INTRUST BANK NA 1,283 $350K 0.03% new 13F-HR Timeline Claro Advisors Inc. More: the full row for Claro Advisors Inc. 1,281 $350K 0.05% -1 13F-HR Timeline Severin Investments, LLC More: the full row for Severin Investments, LLC 1,273 $348K 0.31% -111 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 1,272 $347K 0.05% -73 13F-HR Timeline GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 1,270 $347K 0.02% -8 13F-HR Timeline Heritage Trust Co More: the full row for Heritage Trust Co 1,269 $347K 0.04% +6 13F-HR Timeline Trust Co of the South More: the full row for Trust Co of the South 1,265 $345K 0.06% +231 13F-HR Timeline Quarry LP More: the full row for Quarry LP 1,262 $345K 0.06% -51 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 1,258 $344K 0.01% +212 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 1,259 $343K 0.05% -53 13F-HR Timeline Jackson Hole Capital Partners, LLC More: the full row for Jackson Hole Capital Partners, LLC 1,252 $342K 0.06% 0 13F-HR Timeline Davis Investment Partners, LLC More: the full row for Davis Investment Partners, LLC 1,261 $340K 0.12% -19 13F-HR Timeline VeraBank, N.A. More: the full row for VeraBank, N.A. 1,239 $338K 0.06% 0 13F-HR Timeline EVERPAR ADVISORS LLC More: the full row for EVERPAR ADVISORS LLC 1,239 $338K 0.13% -111 13F-HR Timeline MidFirst Bank More: the full row for MidFirst Bank 1,883 $338K 0.03% 13F-HR Timeline Coyle Financial Counsel LLC More: the full row for Coyle Financial Counsel LLC 1,225 $335K 0.07% +14 13F-HR Timeline Oakmont Advisory Group, LLC More: the full row for Oakmont Advisory Group, LLC 1,225 $334K 0.36% 13F-HR Timeline South Shore Capital Advisors More: the full row for South Shore Capital Advisors 1,220 $333K 0.24% 13F-HR Timeline Intrua Financial, LLC More: the full row for Intrua Financial, LLC 1,217 $332K 0.04% +318 13F-HR Timeline Dynamic Wealth Strategies, LLC More: the full row for Dynamic Wealth Strategies, LLC 1,213 $331K 0.2% +291 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 1,241 $331K 0.03% -42 13F-HR Timeline Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 1,210 $330K 0.01% 0 13F-HR Timeline Fi3 FINANCIAL ADVISORS, LLC More: the full row for Fi3 FINANCIAL ADVISORS, LLC 1,209 $330K 0.1% -122 13F-HR Timeline Quintet Private Bank (Europe) S.A. More: the full row for Quintet Private Bank (Europe) S.A. 1,209 $330K 0.02% 0 13F-HR Timeline SENTINEL TRUST CO LBA More: the full row for SENTINEL TRUST CO LBA 1,200 $328K 0.03% 0 13F-HR Timeline Heritage Wealth Management, Inc. More: the full row for Heritage Wealth Management, Inc. 1,199 $327K 0.09% 0 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 1,198 $327K 0.01% +40 13F-HR Timeline Berry Wealth Group, LP More: the full row for Berry Wealth Group, LP 1,193 $326K 1.14% -160 13F-HR Timeline Hoxton Planning & Management, LLC More: the full row for Hoxton Planning & Management, LLC 1,192 $326K 0.1% +3 13F-HR Timeline Nadler Financial Group, Inc. More: the full row for Nadler Financial Group, Inc. 1,182 $323K 0.03% +4 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 1,182 $323K 0.01% -38 13F-HR Timeline Group Round Hill Asset Management More: the full row for Round Hill Asset Management 1,181 $323K 0.2% -38 13F-HR Timeline BEACON FINANCIAL GROUP More: the full row for BEACON FINANCIAL GROUP 1,173 $320K 0.03% -146 13F-HR Timeline NORTHWEST WEALTH MANAGEMENT, LLC More: the full row for NORTHWEST WEALTH MANAGEMENT, LLC 1,167 $319K 0.05% 0 13F-HR Timeline Highview Capital Management LLC/DE/ More: the full row for Highview Capital Management LLC/DE/ 1,162 $317K 0.11% +12 13F-HR Timeline Compagnie Lombard Odier SCmA More: the full row for Compagnie Lombard Odier SCmA 1,147 $313K <0.01% 0 13F-HR Timeline Beacon Bank & Trust More: the full row for Beacon Bank & Trust 1,144 $312K 0.06% 0 13F-HR Timeline TECTONIC ADVISORS LLC in group TECTONIC ADVISORS LLC More: the full row for TECTONIC ADVISORS LLC 1,137 $310K 0.02% -20 13F-HR Timeline Group Trust Co of Kansas More: the full row for Trust Co of Kansas 1,137 $310K 0.14% 0 13F-HR Timeline Legacy Trust More: the full row for Legacy Trust 1,134 $310K 0.06% 0 13F-HR Timeline SkyView Investment Advisors, LLC More: the full row for SkyView Investment Advisors, LLC 1,117 $305K 0.04% new 13F-HR Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 1,118 $305K 0.03% +38 13F-HR Timeline Legacy Advisors, LLC More: the full row for Legacy Advisors, LLC 1,115 $304K 0.03% +137 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 1,113 $304K 0.03% +1 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 1,109 $303K 0.02% +123 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 1,106 $302K 0.01% +40 13F-HR Timeline Serenity Investment Advisors More: the full row for Serenity Investment Advisors 1,124 $300K 0.18% 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 1,096 $299K 0.06% -8 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 1,304 $299K 0.01% +340 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 1,094 $299K 0.02% new 13F-HR Timeline TWIN CAPITAL MANAGEMENT INC More: the full row for TWIN CAPITAL MANAGEMENT INC 1,084 $296K 0.04% -99 13F-HR Timeline BERKSHIRE ASSET MANAGEMENT LLC/PA More: the full row for BERKSHIRE ASSET MANAGEMENT LLC/PA 1,082 $295K 0.01% -91 13F-HR Timeline ARMISTICE CAPITAL, LLC More: the full row for ARMISTICE CAPITAL, LLC 1,081 $295K 0.01% -1,356 13F-HR Timeline TITLEIST ASSET MANAGEMENT, LLC More: the full row for TITLEIST ASSET MANAGEMENT, LLC 1,079 $295K 0.02% +2 13F-HR Timeline Opal Wealth Advisors, LLC More: the full row for Opal Wealth Advisors, LLC 1,073 $293K 0.08% +18 13F-HR Timeline Income Insurance Ltd More: the full row for Income Insurance Ltd 1,071 $292K 0.19% 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. BankChampaign, National Association More: the full row for BankChampaign, National Association 1,071 $292K 0.29% 13F-HR Timeline First Financial Bankshares Inc More: the full row for First Financial Bankshares Inc 1,068 $292K 0.01% -254 13F-HR Timeline Baker Ellis Asset Management LLC More: the full row for Baker Ellis Asset Management LLC 1,055 $288K 0.03% 0 13F-HR Timeline MCCARTER PRIVATE WEALTH SERVICES LLC More: the full row for MCCARTER PRIVATE WEALTH SERVICES LLC 1,054 $288K 0.13% new 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 1,026 $288K 0.02% +186 13F-HR Timeline JACKSON THORNTON WEALTH MANAGEMENT, LLC More: the full row for JACKSON THORNTON WEALTH MANAGEMENT, LLC 1,069 $288K 0.03% new 13F-HR Timeline Strive Financial Group ,LLC More: the full row for Strive Financial Group ,LLC 1,052 $287K 0.15% 13F-HR/A Timeline Traynor Capital Management, Inc. 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More: the full row for TRUST POINT INC. 1,007 $275K 0.02% +99 13F-HR Timeline POINCIANA ADVISORS GROUP, LLC More: the full row for POINCIANA ADVISORS GROUP, LLC 1,005 $274K 0.22% -6 13F-HR Timeline MBL Wealth, LLC More: the full row for MBL Wealth, LLC 1,002 $274K 0.02% +24 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 1,002 $274K 0.15% 0 13F-HR Timeline Harbor Advisors LLC More: the full row for Harbor Advisors LLC 1,000 $273K 0.04% 0 13F-HR Timeline Fruth Investment Management More: the full row for Fruth Investment Management 1,000 $273K 0.07% 0 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 996 $272K 0.01% -13 13F-HR Timeline Group COZAD ASSET MANAGEMENT INC More: the full row for COZAD ASSET MANAGEMENT INC 990 $270K 0.02% 0 13F-HR Timeline Nilsine Partners, LLC More: the full row for Nilsine Partners, LLC 989 $270K 0.02% new 13F-HR Timeline OneAscent Financial Services LLC in group OneAscent Financial Services … More: the full row for OneAscent Financial Services LLC 983 $269K 0.02% +90 13F-HR Timeline Group Thompson David Blair More: the full row for Thompson David Blair 980 $268K 0.15% 13F-HR Timeline Parvin Asset Management, LLC More: the full row for Parvin Asset Management, LLC 975 $266K 0.22% -24 13F-HR Timeline HUNTER ASSOCIATES INVESTMENT MANAGEMENT… More: the full row for HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC 978 $266K 0.04% 0 13F-HR Timeline National Wealth Management Group, LLC More: the full row for National Wealth Management Group, LLC 974 $266K 0.09% new 13F-HR Timeline OakTrust Wealth Advisors, LLC More: the full row for OakTrust Wealth Advisors, LLC 974 $266K 0.25% 13F-HR Timeline Sunpointe, LLC More: the full row for Sunpointe, LLC 973 $266K 0.09% new 13F-HR Timeline ROMANO BROTHERS AND COMPANY More: the full row for ROMANO BROTHERS AND COMPANY 972 $265K 0.03% 0 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 968 $264K 0.01% +70 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 967 $264K <0.01% +20 13F-HR Timeline 71 West Capital Partners More: the full row for 71 West Capital Partners 964 $263K 0.01% 13F-HR Timeline WHALEROCK POINT PARTNERS, LLC More: the full row for WHALEROCK POINT PARTNERS, LLC 962 $263K 0.05% -10 13F-HR Timeline Canopy Partners, LLC More: the full row for Canopy Partners, LLC 957 $261K 0.09% +126 13F-HR Timeline CIDEL ASSET MANAGEMENT INC More: the full row for CIDEL ASSET MANAGEMENT INC 955 $261K 0.02% +50 13F-HR Timeline Tradition Wealth Management, LLC More: the full row for Tradition Wealth Management, LLC 948 $259K 0.02% +8 13F-HR Timeline OAK RIDGE INVESTMENTS LLC More: the full row for OAK RIDGE INVESTMENTS LLC 947 $259K 0.02% -106 13F-HR Timeline Glenview Trust Co More: the full row for Glenview Trust Co 944 $258K <0.01% new 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 942 $257K 0.01% +100 13F-HR Timeline JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 942 $257K <0.01% -472 13F-HR Timeline BayBridge Capital Group, LLC More: the full row for BayBridge Capital Group, LLC 940 $257K 0.16% +39 13F-HR Timeline Keudell/Morrison Wealth Management More: the full row for Keudell/Morrison Wealth Management 936 $256K 0.05% 13F-HR Timeline New Republic Capital, LLC More: the full row for New Republic Capital, LLC 935 $255K 0.07% new 13F-HR Timeline RENASANT BANK More: the full row for RENASANT BANK 935 $255K 0.17% -168 13F-HR Timeline Salvus Wealth Management, LLC More: the full row for Salvus Wealth Management, LLC 933 $255K 0.14% +45 13F-HR Timeline Beverly Hills Private Wealth, LLC More: the full row for Beverly Hills Private Wealth, LLC 931 $254K 0.04% +151 13F-HR/A Timeline AMG National Trust Bank More: the full row for AMG National Trust Bank 925 $253K 0.01% -104 13F-HR Timeline Kessler Investment Group, LLC More: the full row for Kessler Investment Group, LLC 925 $253K 0.11% -26 13F-HR Timeline POSTROCK PARTNERS LLC More: the full row for POSTROCK PARTNERS LLC 925 $253K 0.11% 0 13F-HR Timeline Pinion Investment Advisors, LLC More: the full row for Pinion Investment Advisors, LLC 924 $252K 0.06% -176 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 919 $251K 0.01% +125 13F-HR Timeline Group Clark Capital Management Group, Inc. 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More: the full row for WORLD EQUITY GROUP, INC. 911 $249K 0.07% -30 13F-HR Timeline Baron Wealth Management LLC More: the full row for Baron Wealth Management LLC 911 $249K 0.08% -13 13F-HR Timeline Rothschild Capital Partners, LLC More: the full row for Rothschild Capital Partners, LLC 910 $249K 0.06% 0 13F-HR Timeline GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 910 $249K 0.01% -3,333 13F-HR Timeline FIDUCIARY FINANCIAL GROUP, LLC More: the full row for FIDUCIARY FINANCIAL GROUP, LLC 908 $248K 0.04% +55 13F-HR Timeline Brooklands Fund Management Ltd More: the full row for Brooklands Fund Management Ltd 860 $248K 0.13% new 13F-HR Timeline MFA Wealth Services More: the full row for MFA Wealth Services 906 $247K 0.17% -110 13F-HR Timeline SEEDS INVESTOR LLC More: the full row for SEEDS INVESTOR LLC 905 $247K 0.05% -112 13F-HR Timeline Teamwork Financial Advisors, LLC More: the full row for Teamwork Financial Advisors, LLC 905 $247K 0.03% -1 13F-HR Timeline SENTRY INVESTMENT MANAGEMENT LLC More: the full row for SENTRY INVESTMENT MANAGEMENT LLC 902 $246K 0.16% 0 13F-HR Timeline Nicholas Hoffman & Company, LLC. 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More: the full row for Sunflower Bank, N.A. 849 $232K 0.06% new 13F-HR Timeline Zuckerman Investment Group, LLC More: the full row for Zuckerman Investment Group, LLC 847 $231K 0.02% 0 13F-HR Timeline Advocate Investing Services LLC More: the full row for Advocate Investing Services LLC 845 $231K 0.21% 13F-HR Timeline Enterprise Financial Services Corp in group Enterprise Financial Services… More: the full row for Enterprise Financial Services Corp 842 $230K 0.12% +22 13F-HR Timeline Group S Harris Financial Group, LLC More: the full row for S Harris Financial Group, LLC 836 $228K 0.22% 13F-HR Timeline Magnus Financial Group LLC More: the full row for Magnus Financial Group LLC 830 $227K 0.02% +16 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 829 $226K <0.01% -162 13F-HR Timeline PATTON FUND MANAGEMENT, INC. More: the full row for PATTON FUND MANAGEMENT, INC. 826 $226K 0.03% 0 13F-HR Timeline NIXON PEABODY TRUST CO More: the full row for NIXON PEABODY TRUST CO 825 $225K 0.02% -21 13F-HR Timeline TCV Trust & Wealth Management, Inc. More: the full row for TCV Trust & Wealth Management, Inc. 824 $225K 0.02% 0 13F-HR Timeline Badgley Phelps Wealth Managers, LLC More: the full row for Badgley Phelps Wealth Managers, LLC 823 $225K <0.01% +5 13F-HR Timeline HOWARD FINANCIAL SERVICES, LTD. More: the full row for HOWARD FINANCIAL SERVICES, LTD. 821 $224K 0.03% new 13F-HR Timeline Plancorp, LLC More: the full row for Plancorp, LLC 821 $224K 0.01% -96 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 820 $224K 0.02% new 13F-HR Timeline Sharkey, Howes & Javer More: the full row for Sharkey, Howes & Javer 819 $224K 0.03% 0 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 817 $223K 0.01% +35 13F-HR Timeline Group LaSalle St. Investment Advisors, LLC More: the full row for LaSalle St. Investment Advisors, LLC 817 $223K 0.04% +14 13F-HR Timeline EJMK Ventures LLC More: the full row for EJMK Ventures LLC 816 $223K 0.14% 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 815 $222K 0.01% -56 13F-HR Timeline BALDWIN WEALTH PARTNERS LLC/MA More: the full row for BALDWIN WEALTH PARTNERS LLC/MA 811 $221K 0.01% 0 13F-HR Timeline WADDELL & ASSOCIATES, LLC More: the full row for WADDELL & ASSOCIATES, LLC 810 $221K 0.01% new 13F-HR Timeline Midway Capital Research & Management More: the full row for Midway Capital Research & Management 807 $220K 0.21% 13F-HR Timeline Texas Capital Bank Wealth Management Se… More: the full row for Texas Capital Bank Wealth Management Services Inc 806 $220K 0.01% new 13F-HR Timeline DUMONT & BLAKE INVESTMENT ADVISORS LLC More: the full row for DUMONT & BLAKE INVESTMENT ADVISORS LLC 805 $220K 0.05% -62 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 803 $219K 0.05% +505 13F-HR/A Timeline ATTICUS WEALTH MANAGEMENT, LLC More: the full row for ATTICUS WEALTH MANAGEMENT, LLC 795 $217K 0.05% +2 13F-HR Timeline Mechanics Financial Corp More: the full row for Mechanics Financial Corp 792 $216K 0.08% 0 13F-HR Timeline Sterling Investment Counsel, LLC More: the full row for Sterling Investment Counsel, LLC 929 $216K 0.06% new 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 789 $215K 0.02% new 13F-HR Timeline Jacobsen Capital Management More: the full row for Jacobsen Capital Management 789 $215K 0.07% +20 13F-HR Timeline HRT FINANCIAL LP More: the full row for HRT FINANCIAL LP 788 $215K <0.01% -72,904 13F-HR Timeline Bellwether Advisors, LLC More: the full row for Bellwether Advisors, LLC 787 $215K 0.03% 0 13F-HR Timeline USA FINANCIAL FORMULAS More: the full row for USA FINANCIAL FORMULAS 780 $213K 0.04% -187 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 778 $213K 0.01% new 13F-HR Timeline Storen Legacy Partners, LLC More: the full row for Storen Legacy Partners, LLC 776 $212K 0.07% 13F-HR Timeline Dakota Wealth Management More: the full row for Dakota Wealth Management 775 $212K <0.01% new 13F-HR/A Timeline AlphaCentric Advisors LLC More: the full row for AlphaCentric Advisors LLC 774 $211K 0.21% 13F-HR Timeline American Money Management, LLC More: the full row for American Money Management, LLC 773 $211K 0.03% -15 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 769 $210K <0.01% -851 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 767 $209K 0.09% 0 13F-HR Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 766 $209K 0.01% -611 13F-HR Timeline McKinley Carter Wealth Services, Inc. More: the full row for McKinley Carter Wealth Services, Inc. 761 $208K 0.01% -236 13F-HR Timeline Signet Private Wealth LLC More: the full row for Signet Private Wealth LLC 758 $207K 0.2% 13F-HR Timeline First Western Trust Bank More: the full row for First Western Trust Bank 750 $205K 0.01% 0 13F-HR Timeline Wealth Management Associates, Inc. More: the full row for Wealth Management Associates, Inc. 750 $205K 0.07% 0 13F-HR Timeline Kaufman Rossin Wealth, LLC More: the full row for Kaufman Rossin Wealth, LLC 748 $204K 0.11% -119 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 746 $204K 0.02% 0 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 744 $203K 0.01% -3 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 742 $203K 0.01% +1 13F-HR Timeline New England Research & Management, Inc. More: the full row for New England Research & Management, Inc. 735 $201K 0.09% -515 13F-HR Timeline ARCADIA INVESTMENT MANAGEMENT CORP/MI More: the full row for ARCADIA INVESTMENT MANAGEMENT CORP/MI 725 $198K 0.03% 0 13F-HR Timeline