SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 10,377 $869K 0.04% +18 13F-HR Timeline Group Storgate, LLC More: the full row for Storgate, LLC 10,362 $867K 0.68% +63 13F-HR Timeline LORING WOLCOTT & COOLIDGE FIDUCIARY ADV… More: the full row for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 10,314 $865K 0.01% +325 13F-HR Timeline Old North State Wealth Management, LLC More: the full row for Old North State Wealth Management, LLC 10,306 $864K 0.4% -307 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 12,798 $858K 0.02% 0 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% new 13F-HR Timeline Group Balyasny Asset Management L.P. in group Balyasny Asset Management More: the full row for Balyasny Asset Management L.P. 10,109 $846K <0.01% -3 13F-HR Timeline Group Zhang Financial LLC More: the full row for Zhang Financial LLC 10,088 $844K 0.03% -15 13F-HR Timeline Glenview Trust Co More: the full row for Glenview Trust Co 10,077 $844K 0.01% 0 13F-HR Timeline K.J. Harrison & Partners Inc More: the full row for K.J. Harrison & Partners Inc 10,050 $841K 0.14% 0 13F-HR Timeline Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 10,030 $840K 0.02% -7,882 13F-HR Timeline Group Tyche Wealth Partners LLC More: the full row for Tyche Wealth Partners LLC 10,029 $840K 0.13% -67 13F-HR Timeline Capital Asset Advisory Services LLC More: the full row for Capital Asset Advisory Services LLC 10,410 $836K 0.03% -28 13F-HR Timeline TOCQUEVILLE ASSET MANAGEMENT L.P. in group TOCQUEVILLE ASSET MANAGEMENT … More: the full row for TOCQUEVILLE ASSET MANAGEMENT L.P. 9,945 $832K 0.01% -31 13F-HR Timeline Group Capula Management Ltd in group Capula Management Ltd More: the full row for Capula Management Ltd 9,933 $831K 0.01% new 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 9,922 $831K 0.02% +1,775 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 10,285 $826K 0.01% +2,545 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 9,798 $820K 0.01% -353 13F-HR Timeline Group Tema ETFs LLC More: the full row for Tema ETFs LLC 9,759 $817K 0.05% +49 13F-HR Timeline Global Trust Asset Management, LLC More: the full row for Global Trust Asset Management, LLC 9,729 $814K 0.31% 0 13F-HR Timeline Fortis Capital Advisors, LLC More: the full row for Fortis Capital Advisors, LLC 9,646 $808K 0.11% new 13F-HR Timeline JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 9,612 $805K 0.01% -787 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 9,589 $803K <0.01% -125 13F-HR Timeline SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 9,582 $802K 0.06% -271 13F-HR Timeline Capital Wealth Alliance, LLC More: the full row for Capital Wealth Alliance, LLC 9,500 $795K 0.36% new 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 9,485 $794K 0.02% +626 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 9,452 $791K 0.01% +218 13F-HR Timeline WESTPAC BANKING CORP in group WESTPAC BANKING CORP More: the full row for WESTPAC BANKING CORP 9,415 $788K 0.05% -6,646 13F-HR Timeline Group Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 9,327 $781K 0.03% -1,117 13F-HR Timeline Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 9,289 $778K 0.01% +2,081 13F-HR Timeline Group Houlihan Financial Resource Group, Ltd. More: the full row for Houlihan Financial Resource Group, Ltd. 9,183 $769K 0.3% 0 13F-HR Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 9,134 $765K 0.01% +5,055 13F-HR Timeline Pine Valley Investments Ltd Liability Co More: the full row for Pine Valley Investments Ltd Liability Co 9,118 $763K 0.04% +41 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 9,110 $763K 0.04% -709 13F-HR Timeline Addison Capital Co More: the full row for Addison Capital Co 8,959 $750K 0.13% +358 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 8,928 $747K 0.04% +1,525 13F-HR Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 8,890 $744K 0.04% +54 13F-HR Timeline Procyon Advisors, LLC More: the full row for Procyon Advisors, LLC 8,874 $743K 0.04% +4,762 13F-HR Timeline Brevan Howard Capital Management LP in group Brevan Howard Capital Managem… More: the full row for Brevan Howard Capital Management LP 8,812 $738K 0.01% -28,742 13F-HR Timeline Group Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 8,738 $731K 0.02% +1,006 13F-HR Timeline DELTA ASSET MANAGEMENT LLC/TN More: the full row for DELTA ASSET MANAGEMENT LLC/TN 8,672 $726K 0.07% -33 13F-HR Timeline Samjo Management, LLC More: the full row for Samjo Management, LLC 8,663 $725K 0.31% 0 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 8,657 $725K 0.01% +309 13F-HR Timeline FOURPATH CAPITAL MANAGEMENT, LLC More: the full row for FOURPATH CAPITAL MANAGEMENT, LLC 8,650 $724K 0.1% -419 13F-HR Timeline Curi Capital, LLC More: the full row for Curi Capital, LLC 8,616 $721K 0.01% +720 13F-HR Timeline Lakewood Asset Management LLC More: the full row for Lakewood Asset Management LLC 8,576 $718K 0.46% +6 13F-HR Timeline SAWGRASS ASSET MANAGEMENT LLC More: the full row for SAWGRASS ASSET MANAGEMENT LLC 8,527 $714K 0.11% 0 13F-HR Timeline FIRST NATIONAL BANK & TRUST CO OF NEWTO… More: the full row for FIRST NATIONAL BANK & TRUST CO OF NEWTOWN 8,486 $710K 0.15% -1,121 13F-HR Timeline Sompo Asset Management Co., Ltd. More: the full row for Sompo Asset Management Co., Ltd. 8,480 $710K 0.13% -780 13F-HR Timeline Community Bank of Raymore More: the full row for Community Bank of Raymore 8,476 $710K 0.48% +1,220 13F-HR Timeline Probity Advisors, Inc. More: the full row for Probity Advisors, Inc. 8,446 $707K 0.11% -433 13F-HR Timeline Snider Financial Group More: the full row for Snider Financial Group 8,440 $707K 0.21% -8,963 13F-HR Timeline COURIER CAPITAL LLC More: the full row for COURIER CAPITAL LLC 8,430 $706K 0.04% -310 13F-HR/A Timeline Intesa Sanpaolo Wealth Management in group Intesa Sanpaolo S.p.A. More: the full row for Intesa Sanpaolo Wealth Management 8,356 $699K 0.17% -272 13F-HR Timeline Group Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 8,303 $695K 0.07% -147 13F-HR Timeline Cordgrass Capital Advisors, LLC More: the full row for Cordgrass Capital Advisors, LLC 8,273 $693K 0.16% 0 13F-HR Timeline TI-TRUST, INC More: the full row for TI-TRUST, INC 8,272 $692K 0.41% 0 13F-HR Timeline BRADLEY FOSTER & SARGENT INC/CT More: the full row for BRADLEY FOSTER & SARGENT INC/CT 8,266 $692K 0.01% -426 13F-HR/A Timeline Freestone Grove Partners LP More: the full row for Freestone Grove Partners LP 8,238 $690K <0.01% new 13F-HR Timeline MARTINGALE ASSET MANAGEMENT L P More: the full row for MARTINGALE ASSET MANAGEMENT L P 8,205 $687K 0.02% -300 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 8,174 $684K 0.01% +1,001 13F-HR/A Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 8,168 $684K 0.04% +1,921 13F-HR Timeline Directional Asset Management More: the full row for Directional Asset Management 8,135 $681K 0.62% +10 13F-HR Timeline VISTA INVESTMENT PARTNERS LLC More: the full row for VISTA INVESTMENT PARTNERS LLC 8,019 $671K 0.18% +5 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 7,948 $665K 0.01% +13 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Westhampton Capital, LLC More: the full row for Westhampton Capital, LLC 7,942 $665K 0.31% 0 13F-HR Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 7,925 $663K 0.01% -52 13F-HR Timeline Group FIRST CITIZENS BANK & TRUST CO More: the full row for FIRST CITIZENS BANK & TRUST CO 7,919 $663K 0.01% -85 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 7,847 $658K 0.01% +371 13F-HR Timeline PROFFITT & GOODSON INC More: the full row for PROFFITT & GOODSON INC 7,802 $653K 0.1% +7 13F-HR Timeline 3Chopt Investment Partners, LLC More: the full row for 3Chopt Investment Partners, LLC 7,785 $652K 0.15% -401 13F-HR Timeline Unique Wealth Strategies, LLC More: the full row for Unique Wealth Strategies, LLC 7,723 $646K 0.26% -1,097 13F-HR Timeline SCHNIEDERS CAPITAL MANAGEMENT, LLC. More: the full row for SCHNIEDERS CAPITAL MANAGEMENT, LLC. 7,717 $646K 0.1% +173 13F-HR Timeline Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 7,689 $644K 0.01% +109 13F-HR Timeline Welch & Forbes LLC More: the full row for Welch & Forbes LLC 7,666 $642K 0.01% -339 13F-HR Timeline Argyle Capital Partners, LLC More: the full row for Argyle Capital Partners, LLC 7,587 $635K 0.46% 0 13F-HR Timeline OpenArc Corporate Advisory, LLC More: the full row for OpenArc Corporate Advisory, LLC 7,550 $632K 0.01% +1,023 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 7,537 $631K 0.01% -1,815 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 7,772 $631K 0.01% +558 13F-HR Timeline Vectors Research Management, LLC More: the full row for Vectors Research Management, LLC 7,528 $630K 0.18% +33 13F-HR Timeline Pettee Investors, Inc. More: the full row for Pettee Investors, Inc. 7,769 $629K 0.32% 0 13F-HR Timeline 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 7,478 $626K 0.02% +30 13F-HR Timeline Group Clare Market Investments LLC More: the full row for Clare Market Investments LLC 7,450 $624K 0.13% 13F-HR Timeline CHICAGO TRUST Co NA More: the full row for CHICAGO TRUST Co NA 7,446 $623K 0.1% +3,496 13F-HR Timeline HANCOCK WHITNEY CORP More: the full row for HANCOCK WHITNEY CORP 7,483 $617K 0.01% +118 13F-HR Timeline WealthTrust Axiom LLC More: the full row for WealthTrust Axiom LLC 7,310 $612K 0.15% 0 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 7,255 $607K 0.01% -444 13F-HR Timeline Group SPIRIT OF AMERICA MANAGEMENT CORP/NY More: the full row for SPIRIT OF AMERICA MANAGEMENT CORP/NY 7,233 $605K 0.12% 0 13F-HR Timeline JT Stratford LLC More: the full row for JT Stratford LLC 7,214 $604K 0.08% -145 13F-HR Timeline EVERPAR ADVISORS LLC More: the full row for EVERPAR ADVISORS LLC 7,190 $602K 0.21% -73 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 7,147 $598K 0.04% +950 13F-HR Timeline Arcataur Capital Management LLC More: the full row for Arcataur Capital Management LLC 7,140 $598K 0.17% -10 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 7,125 $593K 0.02% -1,275 13F-HR Timeline Group Freestone Capital Holdings, LLC in group Freestone Capital Holdings, L… More: the full row for Freestone Capital Holdings, LLC 7,064 $591K 0.02% +51 13F-HR Timeline Group Foster Group, Inc. More: the full row for Foster Group, Inc. 7,043 $590K 0.02% -714 13F-HR Timeline Strategic Planning, Inc. More: the full row for Strategic Planning, Inc. 7,023 $588K 0.29% -162 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 6,999 $586K 0.01% +526 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 6,910 $578K 0.03% +1,743 13F-HR Timeline Frec Markets, Inc. in group Frec Markets, Inc. More: the full row for Frec Markets, Inc. 6,872 $575K 0.1% +2,648 13F-HR Timeline Group Diversified Enterprises, LLC More: the full row for Diversified Enterprises, LLC 6,863 $574K 0.03% +25 13F-HR Timeline STONERIDGE INVESTMENT PARTNERS LLC More: the full row for STONERIDGE INVESTMENT PARTNERS LLC 6,828 $572K 0.41% -1,653 13F-HR Timeline Busey Bank More: the full row for Busey Bank 6,793 $569K 0.02% -2 13F-HR Timeline MERIDIAN INVESTMENT COUNSEL INC. More: the full row for MERIDIAN INVESTMENT COUNSEL INC. 6,751 $565K 0.13% -426 13F-HR Timeline CHELSEA COUNSEL CO More: the full row for CHELSEA COUNSEL CO 6,750 $565K 0.25% 0 13F-HR/A Timeline NORTHSTAR ASSET MANAGEMENT Co More: the full row for NORTHSTAR ASSET MANAGEMENT Co 6,740 $564K 0.13% -250 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 6,670 $558K 0.19% +3,472 13F-HR Timeline Plancorp, LLC More: the full row for Plancorp, LLC 6,658 $558K 0.02% +12 13F-HR Timeline McKinley Carter Wealth Services, Inc. More: the full row for McKinley Carter Wealth Services, Inc. 6,667 $558K 0.03% +240 13F-HR Timeline Kimelman & Baird, LLC More: the full row for Kimelman & Baird, LLC 6,651 $557K 0.05% 0 13F-HR Timeline Phoenix Financial Ltd. in group Phoenix Financial Ltd. More: the full row for Phoenix Financial Ltd. 6,625 $555K 0.01% +1,281 13F-HR Timeline Group RICE HALL JAMES & ASSOCIATES, LLC More: the full row for RICE HALL JAMES & ASSOCIATES, LLC 6,622 $554K 0.03% new 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 6,586 $551K 0.01% +805 13F-HR Timeline Quadcap Wealth Management, LLC More: the full row for Quadcap Wealth Management, LLC 6,561 $549K 0.06% -3,673 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 6,539 $548K 0.09% 0 13F-HR Timeline Group ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 6,528 $546K 0.03% +117 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 6,512 $546K 0.02% 0 13F-HR Timeline Legacy Advisors, LLC More: the full row for Legacy Advisors, LLC 6,497 $544K 0.06% -8 13F-HR Timeline Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 6,467 $541K 0.01% +55 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 6,465 $541K 0.01% +1,124 13F-HR Timeline FOX RUN MANAGEMENT, L.L.C. More: the full row for FOX RUN MANAGEMENT, L.L.C. 6,486 $538K 0.09% new 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 6,427 $538K 0.01% -2,221 13F-HR Timeline Rathbones Group PLC More: the full row for Rathbones Group PLC 6,423 $538K <0.01% 0 13F-HR/A Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 6,404 $537K 0.01% -24 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 6,404 $536K 0.01% +506 13F-HR Timeline Ameritas Investment Partners, Inc. in group Ameritas Investment Partners,… More: the full row for Ameritas Investment Partners, Inc. 6,380 $534K 0.02% +54 13F-HR Timeline Group HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 6,362 $533K 0.01% +979 13F-HR Timeline RiverFront Investment Group, LLC More: the full row for RiverFront Investment Group, LLC 6,308 $528K 0.01% -15,577 13F-HR Timeline HOWLAND CAPITAL MANAGEMENT LLC More: the full row for HOWLAND CAPITAL MANAGEMENT LLC 6,290 $527K 0.02% +2,261 13F-HR Timeline MITCHELL MCLEOD PUGH & WILLIAMS INC More: the full row for MITCHELL MCLEOD PUGH & WILLIAMS INC 6,273 $525K 0.08% +2 13F-HR Timeline ANCHYRA PARTNERS LLC More: the full row for ANCHYRA PARTNERS LLC 6,272 $525K 0.16% +322 13F-HR Timeline TRED AVON FAMILY WEALTH, LLC More: the full row for TRED AVON FAMILY WEALTH, LLC 6,248 $523K 0.17% +154 13F-HR Timeline Essex LLC More: the full row for Essex LLC 6,216 $520K 0.09% -80 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 6,193 $518K 0.02% +1,854 13F-HR Timeline Group OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 6,184 $518K 0.01% -4,498 13F-HR Timeline BURKE & HERBERT BANK & TRUST CO More: the full row for BURKE & HERBERT BANK & TRUST CO 6,157 $515K 0.14% -84 13F-HR Timeline Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 6,134 $513K <0.01% -2,400 13F-HR Timeline Allegheny Financial Group More: the full row for Allegheny Financial Group 6,131 $513K 0.07% +232 13F-HR Timeline INGALLS & SNYDER LLC More: the full row for INGALLS & SNYDER LLC 6,068 $508K 0.02% +1,231 13F-HR Timeline CULLINAN ASSOCIATES INC More: the full row for CULLINAN ASSOCIATES INC 6,067 $508K 0.04% +200 13F-HR Timeline NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 6,053 $507K 0.05% +103 13F-HR Timeline HOLDERNESS INVESTMENTS CO More: the full row for HOLDERNESS INVESTMENTS CO 6,028 $505K 0.1% -311 13F-HR Timeline EQUITABLE TRUST CO More: the full row for EQUITABLE TRUST CO 5,993 $502K 0.02% +147 13F-HR Timeline Canal Capital Management, LLC More: the full row for Canal Capital Management, LLC 5,960 $499K 0.07% -117 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 5,942 $497K 0.04% -784 13F-HR Timeline CAMBIENT FAMILY OFFICE, LLC More: the full row for CAMBIENT FAMILY OFFICE, LLC 5,929 $496K 0.07% +469 13F-HR Timeline Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 5,949 $496K 0.03% -378 13F-HR Timeline SCOTIA CAPITAL INC. More: the full row for SCOTIA CAPITAL INC. 5,877 $492K <0.01% +97 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 5,845 $489K 0.03% +1,604 13F-HR Timeline PEOPLES FINANCIAL SERVICES CORP. More: the full row for PEOPLES FINANCIAL SERVICES CORP. 5,822 $487K 0.23% -63 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 5,780 $484K 0.01% +263 13F-HR Timeline CIM INVESTMENT MANAGEMENT INC More: the full row for CIM INVESTMENT MANAGEMENT INC 5,773 $483K 0.13% -29 13F-HR Timeline Annandale Capital, LLC More: the full row for Annandale Capital, LLC 5,767 $483K 0.08% 0 13F-HR Timeline Syverson Strege & Co More: the full row for Syverson Strege & Co 5,756 $482K 0.12% -23 13F-HR Timeline Guilbault Capital LLC More: the full row for Guilbault Capital LLC 5,734 $480K 0.53% 0 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 5,694 $477K 0.02% +135 13F-HR Timeline Reynders McVeigh Capital Management, LLC More: the full row for Reynders McVeigh Capital Management, LLC 5,686 $476K 0.02% 0 13F-HR Timeline MARIETTA INVESTMENT PARTNERS LLC More: the full row for MARIETTA INVESTMENT PARTNERS LLC 5,676 $475K 0.1% 0 13F-HR Timeline NTV Asset Management LLC More: the full row for NTV Asset Management LLC 5,676 $475K 0.05% -153 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 5,666 $474K 0.04% -7 13F-HR Timeline AlphaGrep UK Ltd More: the full row for AlphaGrep UK Ltd 5,621 $471K 0.14% -5,224 13F-HR Timeline MASTERINVEST Kapitalanlage GmbH More: the full row for MASTERINVEST Kapitalanlage GmbH 5,620 $470K 0.05% new 13F-HR Timeline Strategic Advisors LLC More: the full row for Strategic Advisors LLC 5,570 $466K 0.08% +1 13F-HR Timeline Allred Capital Management, LLC More: the full row for Allred Capital Management, LLC 5,535 $463K 0.17% +68 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 5,450 $456K 0.05% -258 13F-HR Timeline KKM Financial LLC More: the full row for KKM Financial LLC 6,732 $451K 0.08% 0 13F-HR Timeline Penobscot Investment Management Company… More: the full row for Penobscot Investment Management Company, Inc. 5,388 $451K 0.04% -380 13F-HR Timeline OneAscent Financial Services LLC in group OneAscent Financial Services … More: the full row for OneAscent Financial Services LLC 5,377 $450K 0.02% new 13F-HR Timeline Group Arax Advisory Partners More: the full row for Arax Advisory Partners 5,373 $450K 0.01% -1,545 13F-HR Timeline Catalyst Funds Management Pty Ltd More: the full row for Catalyst Funds Management Pty Ltd 5,363 $449K 0.08% new 13F-HR Timeline South Dakota Investment Council More: the full row for South Dakota Investment Council 5,349 $448K 0.01% 0 13F-HR Timeline Sentry LLC More: the full row for Sentry LLC 5,351 $448K 0.14% -176 13F-HR Timeline SPINNAKER TRUST More: the full row for SPINNAKER TRUST 5,315 $445K 0.02% -107 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 5,308 $444K 0.03% -31 13F-HR Timeline Texas Capital Bank Wealth Management Se… More: the full row for Texas Capital Bank Wealth Management Services Inc 5,261 $440K 0.03% +16 13F-HR Timeline AFFINITY WEALTH MANAGEMENT LLC More: the full row for AFFINITY WEALTH MANAGEMENT LLC 5,252 $440K 0.07% -27 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 5,233 $439K 0.01% +232 13F-HR Timeline Ascentis Independent Advisors in group Ascentis Wealth Management, L… More: the full row for Ascentis Independent Advisors 5,236 $438K 0.03% +908 13F-HR Timeline Group INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 5,221 $437K 0.02% new 13F-HR Timeline COMMERZBANK AKTIENGESELLSCHAFT /FI More: the full row for COMMERZBANK AKTIENGESELLSCHAFT /FI 5,214 $436K 0.01% -319 13F-HR Timeline Hara Capital LLC More: the full row for Hara Capital LLC 5,206 $436K 0.22% 0 13F-HR Timeline Colonial River Investments, LLC More: the full row for Colonial River Investments, LLC 5,195 $435K 0.16% +192 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 5,164 $432K 0.04% -129 13F-HR Timeline PARK NATIONAL CORP /OH/ More: the full row for PARK NATIONAL CORP /OH/ 5,151 $431K 0.01% -190 13F-HR Timeline One Capital Management, LLC More: the full row for One Capital Management, LLC 5,145 $431K 0.01% +1,226 13F-HR Timeline Portside Wealth Group, LLC More: the full row for Portside Wealth Group, LLC 5,143 $431K 0.06% -461 13F-HR Timeline Enhancing Capital LLC More: the full row for Enhancing Capital LLC 5,133 $430K 0.32% 0 13F-HR Timeline Ceeto Capital Group, LLC More: the full row for Ceeto Capital Group, LLC 5,128 $429K 0.13% 0 13F-HR Timeline Storen Legacy Partners, LLC More: the full row for Storen Legacy Partners, LLC 5,122 $429K 0.13% -911 13F-HR Timeline Intrua Financial, LLC More: the full row for Intrua Financial, LLC 5,115 $428K 0.05% -819 13F-HR Timeline CIDEL ASSET MANAGEMENT INC More: the full row for CIDEL ASSET MANAGEMENT INC 5,110 $428K 0.02% +820 13F-HR Timeline FORBES J M & CO LLP More: the full row for FORBES J M & CO LLP 5,082 $425K 0.04% -25 13F-HR Timeline Cambria Investment Management, L.P. More: the full row for Cambria Investment Management, L.P. 5,079 $425K 0.02% new 13F-HR Timeline PRELUDE CAPITAL MANAGEMENT, LLC More: the full row for PRELUDE CAPITAL MANAGEMENT, LLC 5,064 $424K 0.03% -5,310 13F-HR Timeline Douglas Lane & Associates, LLC More: the full row for Douglas Lane & Associates, LLC 5,051 $423K 0.01% -279 13F-HR Timeline Optas, LLC More: the full row for Optas, LLC 5,042 $422K 0.06% +213 13F-HR Timeline Douglass Winthrop Advisors, LLC More: the full row for Douglass Winthrop Advisors, LLC 5,028 $421K 0.01% 0 13F-HR Timeline GROUPAMA ASSET MANAGMENT More: the full row for GROUPAMA ASSET MANAGMENT 5,025 $421K 0.01% -12,884 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 5,016 $420K 0.02% -62 13F-HR Timeline Gibbs Wealth Management More: the full row for Gibbs Wealth Management 4,963 $415K 0.05% new 13F-HR Timeline KILEY JUERGENS WEALTH MANAGEMENT, LLC More: the full row for KILEY JUERGENS WEALTH MANAGEMENT, LLC 4,947 $414K 0.07% new 13F-HR Timeline