SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 10,904 $923K 0.04% +527 13F-HR Timeline Group SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 10,874 $921K 0.04% +1,946 13F-HR Timeline Williams Jones Wealth Management, LLC. More: the full row for Williams Jones Wealth Management, LLC. 10,852 $919K 0.01% -57 13F-HR Timeline Citizens National Bank Trust Department More: the full row for Citizens National Bank Trust Department 10,795 $914K 0.13% -67 13F-HR Timeline Tema ETFs LLC More: the full row for Tema ETFs LLC 10,774 $912K 0.03% +1,015 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 10,747 $910K 0.02% +182 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 10,740 $910K 0.04% -122 13F-HR Timeline Glenview Trust Co More: the full row for Glenview Trust Co 10,598 $898K 0.01% +521 13F-HR/A Timeline Argent Trust Co More: the full row for Argent Trust Co 10,579 $896K 0.03% -840 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 10,282 $892K 0.01% -3 13F-HR Timeline Third View Private Wealth, LLC More: the full row for Third View Private Wealth, LLC 10,415 $882K 0.11% -549 13F-HR Timeline Capital Asset Advisory Services LLC More: the full row for Capital Asset Advisory Services LLC 10,385 $879K 0.03% -25 13F-HR Timeline Tradewinds, LLC. More: the full row for Tradewinds, LLC. 745 $873K 0.2% new 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 10,400 $871K 0.01% -1,772 13F-HR Timeline Old North State Wealth Management, LLC More: the full row for Old North State Wealth Management, LLC 10,169 $862K 0.37% -137 13F-HR Timeline Laurion Capital Management LP More: the full row for Laurion Capital Management LP 10,181 $862K 0.06% new 13F-HR Timeline J. Safra Sarasin Holding AG in group J. Safra Sarasin Holding AG More: the full row for J. Safra Sarasin Holding AG 10,215 $855K 0.01% 0 13F-HR Timeline Group K.J. Harrison & Partners Inc More: the full row for K.J. Harrison & Partners Inc 10,050 $851K 0.12% 0 13F-HR Timeline Lighthouse Investment Partners, LLC in group Lighthouse Investment Partner… More: the full row for Lighthouse Investment Partners, LLC 10,000 $847K 0.03% new 13F-HR Timeline Group TOCQUEVILLE ASSET MANAGEMENT L.P. in group TOCQUEVILLE ASSET MANAGEMENT … More: the full row for TOCQUEVILLE ASSET MANAGEMENT L.P. 9,955 $843K 0.01% +10 13F-HR Timeline Group Capital Wealth Alliance, LLC More: the full row for Capital Wealth Alliance, LLC 9,886 $837K 0.39% +386 13F-HR Timeline Capstone Capital Management Ltd More: the full row for Capstone Capital Management Ltd 9,744 $825K 0.37% new 13F-HR Timeline LORING WOLCOTT & COOLIDGE FIDUCIARY ADV… More: the full row for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 9,709 $822K 0.01% -605 13F-HR Timeline SIH Partners, LLLP in group SIH Partners, LLLP More: the full row for SIH Partners, LLLP 9,650 $817K 0.03% new 13F-HR Timeline Group SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 9,586 $812K 0.05% +4 13F-HR Timeline Lakewood Asset Management LLC More: the full row for Lakewood Asset Management LLC 9,582 $811K 0.45% +1,006 13F-HR Timeline Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 9,545 $808K +3,165 Timeline JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 9,534 $807K 0.01% -78 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 9,482 $803K 0.01% -1,403 13F-HR Timeline ONE WEALTH CAPITAL MANAGEMENT, LLC More: the full row for ONE WEALTH CAPITAL MANAGEMENT, LLC 9,463 $801K 0.23% +5,063 13F-HR Timeline RiverFront Investment Group, LLC More: the full row for RiverFront Investment Group, LLC 9,437 $799K 0.01% +3,129 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 9,331 $790K 0.02% +4 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 9,311 $789K 0.01% -611 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 9,264 $785K 0.02% +526 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 9,135 $782K 0.01% -663 13F-HR Timeline Group Pine Valley Investments Ltd Liability Co More: the full row for Pine Valley Investments Ltd Liability Co 9,222 $781K 0.03% +104 13F-HR Timeline Houlihan Financial Resource Group, Ltd. More: the full row for Houlihan Financial Resource Group, Ltd. 9,183 $778K 0.28% 0 13F-HR Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 9,153 $775K 0.01% +19 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 9,056 $767K 0.03% -54 13F-HR Timeline Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 9,002 $762K 0.01% +1,313 13F-HR Timeline Addison Capital Co More: the full row for Addison Capital Co 8,959 $759K 0.12% 0 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 8,864 $751K 0.01% -588 13F-HR Timeline Procyon Advisors, LLC More: the full row for Procyon Advisors, LLC 8,809 $746K 0.03% -65 13F-HR Timeline Zhang Financial LLC More: the full row for Zhang Financial LLC 8,774 $743K 0.02% -1,314 13F-HR Timeline Samjo Management, LLC More: the full row for Samjo Management, LLC 8,663 $734K 0.25% 0 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 8,662 $734K 0.02% -823 13F-HR Timeline FOURPATH CAPITAL MANAGEMENT, LLC More: the full row for FOURPATH CAPITAL MANAGEMENT, LLC 8,650 $733K 0.1% 0 13F-HR Timeline Community Bank of Raymore More: the full row for Community Bank of Raymore 8,644 $732K 0.43% +168 13F-HR Timeline DELTA ASSET MANAGEMENT LLC/TN More: the full row for DELTA ASSET MANAGEMENT LLC/TN 8,626 $731K 0.06% -46 13F-HR Timeline Fortis Capital Advisors, LLC More: the full row for Fortis Capital Advisors, LLC 8,606 $729K 0.08% -1,040 13F-HR Timeline TI-TRUST, INC More: the full row for TI-TRUST, INC 8,548 $724K 0.39% +276 13F-HR Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 8,543 $724K 0.01% +618 13F-HR Timeline Group Curi Capital, LLC More: the full row for Curi Capital, LLC 8,519 $721K 0.01% -97 13F-HR Timeline Snider Financial Group More: the full row for Snider Financial Group 8,458 $716K 0.18% +18 13F-HR Timeline Providence First Trust Co More: the full row for Providence First Trust Co 8,430 $714K 0.2% +4,368 13F-HR Timeline Probity Advisors, Inc. More: the full row for Probity Advisors, Inc. 8,429 $714K 0.1% -17 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 8,428 $714K 0.06% +125 13F-HR Timeline COURIER CAPITAL LLC More: the full row for COURIER CAPITAL LLC 8,335 $706K 0.04% -95 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 8,327 $705K 0.01% +1,965 13F-HR Timeline Cordgrass Capital Advisors, LLC More: the full row for Cordgrass Capital Advisors, LLC 8,273 $701K 0.26% 0 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 8,216 $696K 0.01% +369 13F-HR Timeline MARTINGALE ASSET MANAGEMENT L P More: the full row for MARTINGALE ASSET MANAGEMENT L P 8,205 $695K 0.02% 0 13F-HR Timeline SAWGRASS ASSET MANAGEMENT LLC More: the full row for SAWGRASS ASSET MANAGEMENT LLC 8,150 $690K 0.09% -377 13F-HR Timeline Directional Asset Management More: the full row for Directional Asset Management 8,144 $690K 0.66% +9 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 8,082 $684K 0.01% 13F-HR Timeline BRADLEY FOSTER & SARGENT INC/CT More: the full row for BRADLEY FOSTER & SARGENT INC/CT 8,056 $682K 0.01% -210 13F-HR Timeline VISTA INVESTMENT PARTNERS LLC More: the full row for VISTA INVESTMENT PARTNERS LLC 8,014 $679K 0.17% -5 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 7,994 $677K 0.01% +46 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. FIRST CITIZENS BANK & TRUST CO More: the full row for FIRST CITIZENS BANK & TRUST CO 7,974 $675K 0.01% +55 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 7,858 $673K 0.02% +2,625 13F-HR Timeline CHICAGO TRUST Co NA More: the full row for CHICAGO TRUST Co NA 7,922 $671K 0.1% +476 13F-HR Timeline RICE HALL JAMES & ASSOCIATES, LLC More: the full row for RICE HALL JAMES & ASSOCIATES, LLC 7,876 $667K 0.03% +1,254 13F-HR Timeline Proficio Capital Partners LLC More: the full row for Proficio Capital Partners LLC 7,814 $662K 0.02% new 13F-HR Timeline FIRST NATIONAL BANK & TRUST CO OF NEWTO… More: the full row for FIRST NATIONAL BANK & TRUST CO OF NEWTOWN 8,386 $660K 0.13% -100 13F-HR Timeline Avestar Capital, LLC More: the full row for Avestar Capital, LLC 7,790 $660K 0.04% -3,445 13F-HR Timeline Pettee Investors, Inc. More: the full row for Pettee Investors, Inc. 7,769 $658K 0.32% 0 13F-HR Timeline Westhampton Capital, LLC More: the full row for Westhampton Capital, LLC 7,742 $656K 0.27% -200 13F-HR Timeline Sompo Asset Management Co., Ltd. More: the full row for Sompo Asset Management Co., Ltd. 7,740 $656K 0.11% -740 13F-HR Timeline SCHNIEDERS CAPITAL MANAGEMENT, LLC. More: the full row for SCHNIEDERS CAPITAL MANAGEMENT, LLC. 7,719 $654K 0.09% +2 13F-HR Timeline PRELUDE CAPITAL MANAGEMENT, LLC More: the full row for PRELUDE CAPITAL MANAGEMENT, LLC 7,699 $652K 0.05% +2,635 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 7,682 $651K 0.01% -492 13F-HR Timeline Argyle Capital Partners, LLC More: the full row for Argyle Capital Partners, LLC 7,587 $643K 0.4% 0 13F-HR Timeline LEGACY FINANCIAL INDEPENDENT ADVISORS L… More: the full row for LEGACY FINANCIAL INDEPENDENT ADVISORS LLC 7,553 $640K 0.3% new 13F-HR Timeline OpenArc Corporate Advisory, LLC More: the full row for OpenArc Corporate Advisory, LLC 7,541 $639K 0.01% -9 13F-HR Timeline POWER WEALTH MANAGEMENT LLC More: the full row for POWER WEALTH MANAGEMENT LLC 7,537 $638K 0.22% -3,673 13F-HR Timeline PROFFITT & GOODSON INC More: the full row for PROFFITT & GOODSON INC 7,488 $634K 0.09% -314 13F-HR Timeline Clare Market Investments LLC More: the full row for Clare Market Investments LLC 7,450 $631K 0.12% 0 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 7,983 $628K 0.01% +211 13F-HR Timeline Diversify Advisory Services, LLC group of 2 filers holding More: the full row for Diversify Advisory Services, LLC 7,170 $628K +3,442 Timeline HANCOCK WHITNEY CORP More: the full row for HANCOCK WHITNEY CORP 7,317 $620K 0.01% -166 13F-HR Timeline WealthTrust Axiom LLC More: the full row for WealthTrust Axiom LLC 7,300 $618K 0.14% -10 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 7,249 $614K 0.02% +339 13F-HR Timeline SPIRIT OF AMERICA MANAGEMENT CORP/NY More: the full row for SPIRIT OF AMERICA MANAGEMENT CORP/NY 7,233 $613K 0.12% 0 13F-HR Timeline Phoenix Financial Ltd. in group Phoenix Financial Ltd. More: the full row for Phoenix Financial Ltd. 7,213 $611K <0.01% +588 13F-HR Timeline Group Arcataur Capital Management LLC More: the full row for Arcataur Capital Management LLC 7,200 $610K 0.15% +60 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 7,196 $609K 0.01% +610 13F-HR Timeline Diversified Enterprises, LLC More: the full row for Diversified Enterprises, LLC 7,193 $609K 0.03% +330 13F-HR Timeline Reynders McVeigh Capital Management, LLC More: the full row for Reynders McVeigh Capital Management, LLC 7,190 $609K 0.03% +1,504 13F-HR Timeline Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 7,173 $608K <0.01% +1,039 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 7,115 $603K 0.01% +931 13F-HR Timeline NORTHSTAR ASSET MANAGEMENT Co More: the full row for NORTHSTAR ASSET MANAGEMENT Co 6,740 $602K 0.11% 0 13F-HR Timeline Vectors Research Management, LLC More: the full row for Vectors Research Management, LLC 7,101 $601K 0.16% -427 13F-HR Timeline FIRST NATIONAL BANK OF OMAHA in group FIRST NATIONAL BANK OF OMAHA More: the full row for FIRST NATIONAL BANK OF OMAHA 7,097 $595K 0.02% -28 13F-HR Timeline Group Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 7,027 $595K 0.03% -1,863 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 7,016 $594K 0.04% -131 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 7,012 $594K 0.02% +819 13F-HR Timeline Group EVERPAR ADVISORS LLC More: the full row for EVERPAR ADVISORS LLC 6,973 $591K 0.17% -217 13F-HR Timeline Freestone Capital Holdings, LLC in group Freestone Capital Holdings, L… More: the full row for Freestone Capital Holdings, LLC 6,969 $590K 0.02% -95 13F-HR Timeline Group Walleye Capital LLC group of 2 filers holding More: the full row for Walleye Capital LLC 6,965 $590K -9,836 Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 6,963 $589K 0.01% +536 13F-HR Timeline Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 6,921 $586K 0.01% +454 13F-HR Timeline Legacy Advisors, LLC More: the full row for Legacy Advisors, LLC 6,908 $585K 0.05% +411 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 6,894 $584K 0.01% -361 13F-HR Timeline Group ST GERMAIN D J CO INC in group ST GERMAIN D J CO INC More: the full row for ST GERMAIN D J CO INC 6,875 $582K 0.02% -603 13F-HR Timeline Group S-Bank Fund Management Ltd More: the full row for S-Bank Fund Management Ltd 6,839 $579K 0.08% new 13F-HR Timeline ANCHYRA PARTNERS LLC More: the full row for ANCHYRA PARTNERS LLC 6,754 $572K 0.14% +482 13F-HR Timeline CHELSEA COUNSEL CO More: the full row for CHELSEA COUNSEL CO 6,750 $572K 0.24% 0 13F-HR Timeline Trueblood Wealth Management, LLC More: the full row for Trueblood Wealth Management, LLC 6,743 $571K 0.2% +2,757 13F-HR Timeline Intesa Sanpaolo Wealth Management in group Intesa Sanpaolo S.p.A. More: the full row for Intesa Sanpaolo Wealth Management 6,738 $571K 0.11% -1,618 13F-HR Timeline Group Busey Bank More: the full row for Busey Bank 6,687 $566K 0.01% -106 13F-HR Timeline Quadcap Wealth Management, LLC More: the full row for Quadcap Wealth Management, LLC 6,666 $565K 0.05% +105 13F-HR Timeline Kimelman & Baird, LLC More: the full row for Kimelman & Baird, LLC 6,651 $563K 0.04% 0 13F-HR/A Timeline Rathbones Group PLC More: the full row for Rathbones Group PLC 6,585 $558K <0.01% +162 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 6,574 $557K 0.01% +170 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 6,529 $553K 0.02% +1 13F-HR Timeline Osmosis Investment Management UK Ltd More: the full row for Osmosis Investment Management UK Ltd 6,479 $549K 0.03% -10,770 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 6,512 $548K 0.02% 0 13F-HR Timeline Plancorp, LLC More: the full row for Plancorp, LLC 6,359 $547K 0.01% -299 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 6,422 $544K 0.03% -1,746 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 6,399 $542K 0.07% -140 13F-HR Timeline Group McKinley Carter Wealth Services, Inc. More: the full row for McKinley Carter Wealth Services, Inc. 6,375 $540K 0.03% -292 13F-HR Timeline STONERIDGE INVESTMENT PARTNERS LLC More: the full row for STONERIDGE INVESTMENT PARTNERS LLC 6,828 $537K 0.35% 0 13F-HR Timeline Curbstone Financial Management Corp More: the full row for Curbstone Financial Management Corp 6,336 $537K 0.09% new 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 6,293 $533K 0.01% +513 13F-HR Timeline HOWLAND CAPITAL MANAGEMENT LLC More: the full row for HOWLAND CAPITAL MANAGEMENT LLC 6,293 $533K 0.02% +3 13F-HR Timeline Global Trust Asset Management, LLC More: the full row for Global Trust Asset Management, LLC 6,267 $531K 0.17% -3,462 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 6,264 $530K 0.03% +2,229 13F-HR Timeline MITCHELL MCLEOD PUGH & WILLIAMS INC More: the full row for MITCHELL MCLEOD PUGH & WILLIAMS INC 6,233 $528K 0.06% -40 13F-HR Timeline Foster Group, Inc. More: the full row for Foster Group, Inc. 6,228 $527K 0.01% -815 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 6,219 $527K 0.04% +277 13F-HR Timeline Welch & Forbes LLC More: the full row for Welch & Forbes LLC 6,208 $526K 0.01% -1,458 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 6,173 $523K <0.01% +1,935 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 6,165 $522K 0.01% -300 13F-HR Timeline 3Chopt Investment Partners, LLC More: the full row for 3Chopt Investment Partners, LLC 6,164 $522K 0.1% -1,621 13F-HR Timeline Confluence Wealth Services, Inc. More: the full row for Confluence Wealth Services, Inc. 6,162 $522K 0.01% +1,448 13F-HR Timeline Allegheny Financial Group More: the full row for Allegheny Financial Group 6,158 $522K 0.06% +27 13F-HR Timeline TRED AVON FAMILY WEALTH, LLC More: the full row for TRED AVON FAMILY WEALTH, LLC 6,148 $521K 0.16% -100 13F-HR Timeline D'Orazio & Associates, Inc. More: the full row for D'Orazio & Associates, Inc. 6,128 $519K 0.06% +1,653 13F-HR Timeline Empirical Financial Services, LLC d.b.a… More: the full row for Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 6,059 $513K 0.01% +2,704 13F-HR Timeline Portside Wealth Group, LLC More: the full row for Portside Wealth Group, LLC 6,048 $512K 0.06% +905 13F-HR Timeline HOLDERNESS INVESTMENTS CO More: the full row for HOLDERNESS INVESTMENTS CO 6,028 $511K 0.09% 0 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 5,974 $506K 0.17% -696 13F-HR Timeline Canal Capital Management, LLC More: the full row for Canal Capital Management, LLC 5,960 $505K 0.06% 0 13F-HR Timeline CAMBIENT FAMILY OFFICE, LLC More: the full row for CAMBIENT FAMILY OFFICE, LLC 5,939 $503K 0.06% +10 13F-HR Timeline MASTERINVEST Kapitalanlage GmbH More: the full row for MASTERINVEST Kapitalanlage GmbH 5,856 $496K 0.04% +236 13F-HR Timeline V-Square Quantitative Management LLC More: the full row for V-Square Quantitative Management LLC 5,824 $493K 0.05% +1,838 13F-HR Timeline INGALLS & SNYDER LLC More: the full row for INGALLS & SNYDER LLC 5,768 $488K 0.01% -300 13F-HR Timeline Syverson Strege & Co More: the full row for Syverson Strege & Co 5,759 $488K 0.11% +3 13F-HR Timeline SCOTIA CAPITAL INC. More: the full row for SCOTIA CAPITAL INC. 5,744 $486K <0.01% -133 13F-HR Timeline Guilbault Capital LLC More: the full row for Guilbault Capital LLC 5,734 $486K 0.49% 0 13F-HR Timeline MARIETTA INVESTMENT PARTNERS LLC More: the full row for MARIETTA INVESTMENT PARTNERS LLC 5,676 $481K 0.08% 0 13F-HR Timeline NTV Asset Management LLC More: the full row for NTV Asset Management LLC 5,676 $481K 0.05% 0 13F-HR Timeline Cambria Investment Management, L.P. More: the full row for Cambria Investment Management, L.P. 5,675 $481K 0.02% +596 13F-HR Timeline RATIONAL ADVISORS, INC. More: the full row for RATIONAL ADVISORS, INC. 5,660 $479K 0.04% new 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 5,641 $478K 0.04% -25 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 5,640 $478K 0.02% -54 13F-HR Timeline EQUITABLE TRUST CO More: the full row for EQUITABLE TRUST CO 5,623 $476K 0.02% -370 13F-HR Timeline Optas, LLC More: the full row for Optas, LLC 5,603 $475K 0.07% +561 13F-HR Timeline MERIDIAN INVESTMENT COUNSEL INC. More: the full row for MERIDIAN INVESTMENT COUNSEL INC. 5,585 $473K 0.1% -1,166 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 5,576 $472K 0.01% +355 13F-HR Timeline Strategic Advisors LLC More: the full row for Strategic Advisors LLC 5,571 $472K 0.1% +1 13F-HR Timeline Allred Capital Management, LLC More: the full row for Allred Capital Management, LLC 5,538 $469K 0.15% +3 13F-HR Timeline Douglas Lane & Associates, LLC More: the full row for Douglas Lane & Associates, LLC 5,533 $469K 0.01% +482 13F-HR Timeline PEOPLES FINANCIAL SERVICES CORP. More: the full row for PEOPLES FINANCIAL SERVICES CORP. 5,501 $466K 0.2% -321 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 5,485 $464K 0.01% +635 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 5,485 $464K 0.03% +177 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 5,458 $462K 0.01% -18,233 13F-HR Timeline Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 6,011 $457K 0.02% +62 13F-HR Timeline BURKE & HERBERT BANK & TRUST CO More: the full row for BURKE & HERBERT BANK & TRUST CO 5,361 $454K 0.11% -796 13F-HR Timeline Sentry LLC More: the full row for Sentry LLC 5,351 $453K 0.13% 0 13F-HR Timeline South Dakota Investment Council More: the full row for South Dakota Investment Council 5,349 $453K 0.01% 0 13F-HR Timeline CIDEL ASSET MANAGEMENT INC More: the full row for CIDEL ASSET MANAGEMENT INC 5,331 $451K 0.02% +221 13F-HR Timeline SPINNAKER TRUST More: the full row for SPINNAKER TRUST 5,315 $450K 0.02% 0 13F-HR Timeline Texas Capital Bank Wealth Management Se… More: the full row for Texas Capital Bank Wealth Management Services Inc 5,311 $450K 0.02% +50 13F-HR Timeline NLB Skladi, upravljanje premozenja, d.o… More: the full row for NLB Skladi, upravljanje premozenja, d.o.o. 5,300 $449K 0.02% +735 13F-HR Timeline CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 5,280 $447K 0.01% -24,768 13F-HR Timeline CIM INVESTMENT MANAGEMENT INC More: the full row for CIM INVESTMENT MANAGEMENT INC 5,246 $444K 0.11% -527 13F-HR Timeline Hara Capital LLC More: the full row for Hara Capital LLC 5,206 $441K 0.23% 0 13F-HR Timeline Penobscot Investment Management Company… More: the full row for Penobscot Investment Management Company, Inc. 5,175 $438K 0.03% -213 13F-HR Timeline AVITY INVESTMENT MANAGEMENT INC. More: the full row for AVITY INVESTMENT MANAGEMENT INC. 5,172 $438K 0.03% +650 13F-HR Timeline WESTPAC BANKING CORP in group WESTPAC BANKING CORP More: the full row for WESTPAC BANKING CORP 5,159 $437K 0.03% -4,256 13F-HR Timeline Group FORBES J M & CO LLP More: the full row for FORBES J M & CO LLP 5,157 $437K 0.03% +75 13F-HR Timeline Indivisible Partners More: the full row for Indivisible Partners 5,143 $436K 0.02% +505 13F-HR Timeline Enhancing Capital LLC More: the full row for Enhancing Capital LLC 5,133 $435K 0.3% 0 13F-HR Timeline Ceeto Capital Group, LLC More: the full row for Ceeto Capital Group, LLC 5,128 $434K 0.12% 0 13F-HR Timeline PARK NATIONAL CORP /OH/ More: the full row for PARK NATIONAL CORP /OH/ 5,095 $431K 0.01% -56 13F-HR Timeline One Capital Management, LLC More: the full row for One Capital Management, LLC 5,145 $431K 0.01% 0 13F-HR Timeline XXI WEALTH, LLC More: the full row for XXI WEALTH, LLC 5,079 $430K 0.2% +468 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 5,075 $430K 0.02% new 13F-HR Timeline KILEY JUERGENS WEALTH MANAGEMENT, LLC More: the full row for KILEY JUERGENS WEALTH MANAGEMENT, LLC 5,065 $429K 0.07% +118 13F-HR Timeline