Callan Family Office, LLC More: the full row for Callan Family Office, LLC 4,733 $2.16M 0.07% -968 13F-HR Timeline iSAM Funds (UK) Ltd in group iSAM Funds (UK) Ltd More: the full row for iSAM Funds (UK) Ltd 4,726 $2.16M 0.44% +2,425 13F-HR Timeline Group Smithfield Trust Co More: the full row for Smithfield Trust Co 4,726 $2.16M 0.1% -133 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 4,714 $2.16M 0.22% -53 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 4,706 $2.15M 0.02% -1,345 13F-HR Timeline Group Harvest Portfolios Group Inc. More: the full row for Harvest Portfolios Group Inc. 4,704 $2.15M 0.04% +794 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 4,662 $2.13M 0.05% +855 13F-HR Timeline Beaumont Financial Advisors, LLC More: the full row for Beaumont Financial Advisors, LLC 4,650 $2.13M 0.14% -39 13F-HR Timeline MITCHELL MCLEOD PUGH & WILLIAMS INC More: the full row for MITCHELL MCLEOD PUGH & WILLIAMS INC 4,538 $2.12M 0.34% -94 13F-HR Timeline Harrington Investments, INC More: the full row for Harrington Investments, INC 4,645 $2.12M 1.06% -30 13F-HR Timeline CSM Advisors, LLC More: the full row for CSM Advisors, LLC 4,629 $2.12M 0.06% -10,152 13F-HR Timeline EXENCIAL WEALTH ADVISORS, LLC More: the full row for EXENCIAL WEALTH ADVISORS, LLC 4,626 $2.12M 0.07% -5 13F-HR Timeline PRINCETON CAPITAL MANAGEMENT LLC More: the full row for PRINCETON CAPITAL MANAGEMENT LLC 4,622 $2.11M 0.57% -13 13F-HR Timeline CASTLEARK MANAGEMENT LLC More: the full row for CASTLEARK MANAGEMENT LLC 4,620 $2.11M 0.06% -11,890 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 4,588 $2.1M 0.54% -5 13F-HR Timeline BDF-GESTION More: the full row for BDF-GESTION 4,578 $2.09M 0.25% -954 13F-HR Timeline ADVISORS MANAGEMENT GROUP INC /ADV More: the full row for ADVISORS MANAGEMENT GROUP INC /ADV 4,566 $2.09M 0.37% -10 13F-HR Timeline Brevan Howard Capital Management LP in group Brevan Howard Capital Managem… More: the full row for Brevan Howard Capital Management LP 4,552 $2.08M 0.03% -12,944 13F-HR Timeline Group Wellington Shields Capital Management, … group of 2 filers holding More: the full row for Wellington Shields Capital Management, LLC 4,551 $2.08M 0 Timeline Lincoln Capital LLC More: the full row for Lincoln Capital LLC 4,476 $2.07M 0.39% +12 13F-HR Timeline GAM Holding AG in group GAM Holding AG More: the full row for GAM Holding AG 4,518 $2.07M 0.13% +715 13F-HR Timeline Group ICICI Prudential Asset Management Co Ltd More: the full row for ICICI Prudential Asset Management Co Ltd 4,500 $2.06M 0.22% new 13F-HR Timeline Precision Wealth Strategies, LLC More: the full row for Precision Wealth Strategies, LLC 4,479 $2.05M 0.66% +627 13F-HR Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 4,449 $2.03M 0.3% +3,927 13F-HR Timeline J. Team Financial, Inc. More: the full row for J. Team Financial, Inc. 4,419 $2.02M 2.05% 13F-HR Timeline ADVOCATE GROUP LLC More: the full row for ADVOCATE GROUP LLC 4,417 $2.02M 0.33% -350 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 4,416 $2.02M 0.05% +97 13F-HR Timeline VIRTUE ASSET MANAGEMENT LLC More: the full row for VIRTUE ASSET MANAGEMENT LLC 4,388 $2.01M 1.65% 13F-HR Timeline Narwhal Capital Management More: the full row for Narwhal Capital Management 4,385 $2.01M 0.15% +3,548 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 4,303 $2M 0.12% +1,136 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 4,367 $2M 0.03% +3,778 13F-HR Timeline Formidable Asset Management, LLC More: the full row for Formidable Asset Management, LLC 3,927 $2M 0.31% -20 13F-HR Timeline Clark Capital Management Group, Inc. More: the full row for Clark Capital Management Group, Inc. 4,347 $1.99M 0.01% +1,196 13F-HR Timeline Voleon Capital Management LP More: the full row for Voleon Capital Management LP 4,345 $1.99M 0.05% +2,359 13F-HR Timeline Keebeck Wealth Management More: the full row for Keebeck Wealth Management 4,326 $1.99M 0.23% -91 13F-HR Timeline Signature Wealth Management Group More: the full row for Signature Wealth Management Group 4,340 $1.98M 0.77% -73 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 4,323 $1.98M 0.11% -37 13F-HR Timeline Roundview Capital LLC More: the full row for Roundview Capital LLC 4,312 $1.97M 0.12% +314 13F-HR Timeline Hudson Canyon Capital Management More: the full row for Hudson Canyon Capital Management 4,245 $1.96M 1.13% -139 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 4,288 $1.96M 0.07% -982 13F-HR Timeline Plato Investment Management Ltd More: the full row for Plato Investment Management Ltd 4,318 $1.96M 0.13% 0 13F-HR Timeline Haverford Trust Co More: the full row for Haverford Trust Co 4,264 $1.95M 0.02% -113 13F-HR Timeline Community Bank, N.A. More: the full row for Community Bank, N.A. 4,252 $1.94M 0.24% -201 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 4,243 $1.94M 0.07% +1,942 13F-HR Timeline Group Capital Planning Advisors, LLC More: the full row for Capital Planning Advisors, LLC 4,244 $1.94M 0.27% -24 13F-HR Timeline Pacific Sage Partners, LLC More: the full row for Pacific Sage Partners, LLC 4,194 $1.92M 0.32% 0 13F-HR Timeline Acropolis Investment Management, LLC More: the full row for Acropolis Investment Management, LLC 3,765 $1.91M 0.1% +496 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 4,073 $1.91M 0.04% -169 13F-HR Timeline Heritage Trust Co More: the full row for Heritage Trust Co 4,180 $1.91M 0.2% +408 13F-HR Timeline CREDIT INDUSTRIEL ET COMMERCIAL More: the full row for CREDIT INDUSTRIEL ET COMMERCIAL 4,177 $1.91M 0.3% +1,638 13F-HR Timeline Illinois Municipal Retirement Fund More: the full row for Illinois Municipal Retirement Fund 4,172 $1.91M 0.02% 0 13F-HR Timeline JAMES INVESTMENT RESEARCH, INC. More: the full row for JAMES INVESTMENT RESEARCH, INC. 4,136 $1.89M 0.21% -3 13F-HR Timeline CAPSTONE INVESTMENT ADVISORS, LLC in group CAPSTONE INVESTMENT ADVISORS,… More: the full row for CAPSTONE INVESTMENT ADVISORS, LLC 4,123 $1.89M 0.02% +972 13F-HR Timeline Group FIRST MERCHANTS CORP More: the full row for FIRST MERCHANTS CORP 4,117 $1.88M 0.07% -200 13F-HR Timeline Clear Harbor Asset Management, LLC More: the full row for Clear Harbor Asset Management, LLC 4,114 $1.88M 0.13% -10 13F-HR/A Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 4,104 $1.88M 0.05% -466 13F-HR Timeline Summit Asset Management, LLC More: the full row for Summit Asset Management, LLC 4,103 $1.88M 0.29% +300 13F-HR Timeline WILKINS INVESTMENT COUNSEL INC More: the full row for WILKINS INVESTMENT COUNSEL INC 4,095 $1.87M 0.27% -50 13F-HR Timeline Pine Haven Investment Counsel, Inc More: the full row for Pine Haven Investment Counsel, Inc 4,088 $1.87M 1.35% -22 13F-HR Timeline SUMITOMO LIFE INSURANCE CO More: the full row for SUMITOMO LIFE INSURANCE CO 4,073 $1.86M 0.06% -122 13F-HR Timeline Arete Wealth Advisors, LLC More: the full row for Arete Wealth Advisors, LLC 4,070 $1.86M 0.12% +67 13F-HR Timeline Bahl & Gaynor LLC More: the full row for Bahl & Gaynor LLC 4,054 $1.85M 0.01% +722 13F-HR Timeline ODDO BHF ASSET MANAGEMENT SAS More: the full row for ODDO BHF ASSET MANAGEMENT SAS 4,054 $1.85M 0.07% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. MMBG INVESTMENT ADVISORS CO. More: the full row for MMBG INVESTMENT ADVISORS CO. 4,030 $1.85M 0.16% 0 13F-HR Timeline Trek Financial, LLC More: the full row for Trek Financial, LLC 4,039 $1.85M 0.11% +444 13F-HR Timeline Loudon Investment Management, LLC More: the full row for Loudon Investment Management, LLC 4,031 $1.84M 0.97% 0 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 4,029 $1.84M 0.06% -90 13F-HR Timeline Geo Capital Gestora de Recursos Ltd More: the full row for Geo Capital Gestora de Recursos Ltd 4,029 $1.84M 3.38% -6,749 13F-HR Timeline Clark Asset Management, LLC More: the full row for Clark Asset Management, LLC 4,023 $1.84M 0.21% 0 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 4,021 $1.84M 0.06% +51 13F-HR Timeline Legacy Bridge, LLC More: the full row for Legacy Bridge, LLC 4,017 $1.84M 0.76% -30 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 4,009 $1.83M 0.14% +1,414 13F-HR Timeline Baldwin Investment Management, LLC More: the full row for Baldwin Investment Management, LLC 3,999 $1.83M 0.21% +385 13F-HR Timeline FIGURE 8 INVESTMENT STRATEGIES LLC More: the full row for FIGURE 8 INVESTMENT STRATEGIES LLC 3,988 $1.82M 1.62% +10 13F-HR Timeline Sound View Wealth Advisors Group, LLC More: the full row for Sound View Wealth Advisors Group, LLC 3,986 $1.82M 0.13% -9 13F-HR Timeline SS&H Financial Advisors, Inc. More: the full row for SS&H Financial Advisors, Inc. 3,979 $1.82M 0.55% 0 13F-HR Timeline ABLES, IANNONE, MOORE & ASSOCIATES, INC. More: the full row for ABLES, IANNONE, MOORE & ASSOCIATES, INC. 3,961 $1.81M 1.04% -361 13F-HR Timeline Pinnacle West Asset Management, Inc. More: the full row for Pinnacle West Asset Management, Inc. 3,938 $1.8M 1.17% -30 13F-HR Timeline Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 3,934 $1.8M 0.12% -94 13F-HR Timeline Fiduciary Group, LLC More: the full row for Fiduciary Group, LLC 3,922 $1.79M 0.16% -21 13F-HR Timeline BAILARD, INC. More: the full row for BAILARD, INC. 3,915 $1.79M 0.04% +5 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 3,900 $1.78M 0.09% -28 13F-HR Timeline Skyline Advisors, Inc. More: the full row for Skyline Advisors, Inc. 3,899 $1.78M 0.61% 0 13F-HR Timeline Altman Advisors, Inc. More: the full row for Altman Advisors, Inc. 3,893 $1.78M 0.68% +34 13F-HR/A Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 3,890 $1.78M 0.06% +657 13F-HR Timeline Procyon Advisors, LLC More: the full row for Procyon Advisors, LLC 3,888 $1.78M 0.11% -18 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 3,883 $1.78M 0.02% -429 13F-HR Timeline Group WESTPAC BANKING CORP in group WESTPAC BANKING CORP More: the full row for WESTPAC BANKING CORP 3,878 $1.77M 0.11% -5,823 13F-HR/A Timeline Group Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 3,878 $1.77M 0.04% +77 13F-HR Timeline Group Papamarkou Wellner Asset Management inc. More: the full row for Papamarkou Wellner Asset Management inc. 3,877 $1.77M 1.1% new 13F-HR Timeline Field & Main Bank More: the full row for Field & Main Bank 3,865 $1.77M 0.52% -5 13F-HR Timeline Marion Wealth Management More: the full row for Marion Wealth Management 3,843 $1.76M 0.42% +29 13F-HR Timeline Elevate Capital Advisors, LLC More: the full row for Elevate Capital Advisors, LLC 3,813 $1.74M 1.22% +607 13F-HR Timeline ZEVENBERGEN CAPITAL INVESTMENTS LLC More: the full row for ZEVENBERGEN CAPITAL INVESTMENTS LLC 3,805 $1.74M 0.03% +595 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 3,803 $1.74M 0.03% -309 13F-HR Timeline HARBOR CAPITAL ADVISORS, INC. More: the full row for HARBOR CAPITAL ADVISORS, INC. 3,797 $1.74M 0.13% +102 13F-HR Timeline Waycross Investment Management Co More: the full row for Waycross Investment Management Co 3,783 $1.73M 1.76% -103 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 3,626 $1.72M 0.02% +609 13F-HR Timeline Hixon Zuercher, LLC More: the full row for Hixon Zuercher, LLC 3,755 $1.72M 0.52% -25 13F-HR Timeline Lineweaver Wealth Advisors, LLC More: the full row for Lineweaver Wealth Advisors, LLC 3,753 $1.72M 0.25% +354 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 3,750 $1.71M 0.06% +33 13F-HR Timeline Abundance Wealth Counselors More: the full row for Abundance Wealth Counselors 3,736 $1.71M 0.29% +53 13F-HR Timeline BankPlus Trust Department group of 2 filers holding More: the full row for BankPlus Trust Department 3,733 $1.71M +116 Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 3,727 $1.7M 0.03% -205 13F-HR Timeline Knollwood Investment Advisory, LLC More: the full row for Knollwood Investment Advisory, LLC 3,725 $1.7M 0.15% -20 13F-HR Timeline VeraBank, N.A. More: the full row for VeraBank, N.A. 3,706 $1.69M 0.32% 0 13F-HR Timeline TCV Trust & Wealth Management, Inc. More: the full row for TCV Trust & Wealth Management, Inc. 3,701 $1.69M 0.14% 0 13F-HR Timeline Azimuth Capital Investment Management L… More: the full row for Azimuth Capital Investment Management LLC 3,656 $1.67M 0.06% -35 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 3,655 $1.67M 0.07% -57 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 3,638 $1.66M 0.24% +9 13F-HR Timeline OPINICUS CAPITAL, INC. More: the full row for OPINICUS CAPITAL, INC. 3,637 $1.66M 1.15% +78 13F-HR Timeline Trivant Custom Portfolio Group, LLC More: the full row for Trivant Custom Portfolio Group, LLC 3,631 $1.66M 0.85% +24 13F-HR Timeline Jump Financial, LLC in group Jump Financial, LLC More: the full row for Jump Financial, LLC 3,619 $1.65M 0.02% -615 13F-HR/A Timeline Group Blue Trust, Inc. More: the full row for Blue Trust, Inc. 3,614 $1.65M 0.02% -183 13F-HR Timeline NEVILLE RODIE & SHAW INC More: the full row for NEVILLE RODIE & SHAW INC 3,605 $1.65M 0.12% -5 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 3,600 $1.65M 0.09% +2,327 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 3,598 $1.65M 0.03% -18 13F-HR Timeline Qsemble Capital Management, LP More: the full row for Qsemble Capital Management, LP 3,597 $1.64M 0.16% -1,931 13F-HR Timeline Beacon Bank & Trust More: the full row for Beacon Bank & Trust 3,583 $1.64M 0.35% -1 13F-HR Timeline Barnes Dennig Private Wealth Management… More: the full row for Barnes Dennig Private Wealth Management LLC 3,578 $1.64M 1.76% -593 13F-HR Timeline Quilter Plc in group Quilter Plc More: the full row for Quilter Plc 3,575 $1.63M 0.03% -60 13F-HR Timeline Group Cornell Pochily Investment Advisors, In… More: the full row for Cornell Pochily Investment Advisors, Inc. 3,560 $1.63M 0.49% +61 13F-HR Timeline MONETARY MANAGEMENT GROUP INC More: the full row for MONETARY MANAGEMENT GROUP INC 3,550 $1.62M 0.37% -25 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 3,543 $1.62M 0.14% +681 13F-HR Timeline Stamos Capital Partners, L.P. More: the full row for Stamos Capital Partners, L.P. 3,472 $1.59M 0.3% -692 13F-HR Timeline DB Fitzpatrick & Co, Inc More: the full row for DB Fitzpatrick & Co, Inc 3,461 $1.58M 1.43% -67 13F-HR Timeline DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 3,443 $1.58M 0.33% -72 13F-HR Timeline RW Investment Management LLC More: the full row for RW Investment Management LLC 3,452 $1.58M 0.16% 0 13F-HR Timeline Trust Investment Advisors More: the full row for Trust Investment Advisors 3,451 $1.58M 0.89% new 13F-HR Timeline Schonfeld Strategic Advisors LLC More: the full row for Schonfeld Strategic Advisors LLC 3,450 $1.58M 0.01% new 13F-HR Timeline Engineers Gate Manager LP More: the full row for Engineers Gate Manager LP 3,431 $1.57M 0.02% +2,794 13F-HR Timeline Purus Wealth Management, LLC More: the full row for Purus Wealth Management, LLC 3,418 $1.56M 0.5% -46 13F-HR Timeline New Hampshire Trust More: the full row for New Hampshire Trust 3,418 $1.56M 0.3% +1 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 3,417 $1.56M 0.38% -173 13F-HR Timeline Telos Capital Management, Inc. More: the full row for Telos Capital Management, Inc. 3,403 $1.56M 0.15% -13 13F-HR Timeline Ballast, Inc. More: the full row for Ballast, Inc. 3,401 $1.56M 0.38% -2 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 3,383 $1.55M 0.04% +226 13F-HR/A Timeline Highview Capital Management LLC/DE/ More: the full row for Highview Capital Management LLC/DE/ 3,380 $1.55M 0.57% 0 13F-HR Timeline Patton Albertson Miller Group, LLC More: the full row for Patton Albertson Miller Group, LLC 3,359 $1.54M 0.19% -81 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 3,359 $1.54M 0.08% -70 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 3,349 $1.53M 0.03% +51 13F-HR Timeline Investor's Fiduciary Advisor Network, L… More: the full row for Investor's Fiduciary Advisor Network, LLC 3,347 $1.53M 0.52% -9 13F-HR Timeline JGP Wealth Management, LLC More: the full row for JGP Wealth Management, LLC 3,303 $1.53M 0.17% +54 13F-HR Timeline ABNER HERRMAN & BROCK LLC More: the full row for ABNER HERRMAN & BROCK LLC 3,330 $1.52M 0.16% new 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 3,329 $1.52M 0.15% 0 13F-HR Timeline Chemistry Wealth Management LLC More: the full row for Chemistry Wealth Management LLC 3,323 $1.52M 0.29% +2 13F-HR Timeline Journey Advisory Group, LLC More: the full row for Journey Advisory Group, LLC 3,321 $1.52M 0.11% 0 13F-HR Timeline Aviso Financial Inc. More: the full row for Aviso Financial Inc. 3,278 $1.5M 0.06% +106 13F-HR Timeline Turtle Creek Wealth Advisors, LLC More: the full row for Turtle Creek Wealth Advisors, LLC 3,274 $1.5M 0.13% +79 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 3,246 $1.49M 0.06% +180 13F-HR Timeline Group Caldwell Trust Co More: the full row for Caldwell Trust Co 3,255 $1.49M 0.14% +147 13F-HR Timeline Machina Capital S.A.S. More: the full row for Machina Capital S.A.S. 3,250 $1.49M 0.26% new 13F-HR Timeline TRIGLAV INVESTMENTS, D.O.O. More: the full row for TRIGLAV INVESTMENTS, D.O.O. 3,239 $1.48M 0.1% -16,570 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 3,223 $1.47M 0.05% +418 13F-HR Timeline Birch Hill Investment Advisors LLC More: the full row for Birch Hill Investment Advisors LLC 3,215 $1.47M 0.06% 0 13F-HR Timeline IFC Advisors LLC More: the full row for IFC Advisors LLC 3,201 $1.46M 0.27% +1 13F-HR Timeline Farringdon Capital, Ltd. More: the full row for Farringdon Capital, Ltd. 3,199 $1.46M 0.37% +1,196 13F-HR Timeline Malaga Cove Capital, LLC More: the full row for Malaga Cove Capital, LLC 3,193 $1.46M 0.53% +75 13F-HR Timeline Legacy Financial Group LLC More: the full row for Legacy Financial Group LLC 3,173 $1.45M 0.19% -656 13F-HR Timeline Armor Investment Advisors, LLC More: the full row for Armor Investment Advisors, LLC 3,165 $1.45M 0.46% -2,552 13F-HR Timeline Richard Bernstein Advisors LLC More: the full row for Richard Bernstein Advisors LLC 3,165 $1.45M 0.04% -4,580 13F-HR Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 3,164 $1.45M 0.19% -48 13F-HR Timeline Trace Wealth Advisors, LLC More: the full row for Trace Wealth Advisors, LLC 3,160 $1.44M 1.08% 0 13F-HR Timeline Cerro Pacific Wealth Advisors LLC More: the full row for Cerro Pacific Wealth Advisors LLC 3,160 $1.44M 0.4% -802 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 3,128 $1.44M 0.05% +11 13F-HR Timeline Cove Private Wealth, LLC More: the full row for Cove Private Wealth, LLC 3,157 $1.44M 0.46% 0 13F-HR Timeline OUTFITTERS FINANCIAL LLC More: the full row for OUTFITTERS FINANCIAL LLC 3,110 $1.42M 1.15% -225 13F-HR Timeline Cross Staff Investments Inc More: the full row for Cross Staff Investments Inc 3,075 $1.41M 0.98% 0 13F-HR Timeline OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC More: the full row for OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC 3,050 $1.39M 0.07% 0 13F-HR Timeline CoreCommodity Management, LLC More: the full row for CoreCommodity Management, LLC 3,047 $1.39M 0.25% -1,413 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 3,036 $1.39M 0.1% +463 13F-HR Timeline THOMPSON SIEGEL & WALMSLEY LLC More: the full row for THOMPSON SIEGEL & WALMSLEY LLC 3,035 $1.39M 0.02% -142 13F-HR Timeline GRIMES & Co WEALTH MANAGEMENT, LLC More: the full row for GRIMES & Co WEALTH MANAGEMENT, LLC 3,027 $1.38M 0.03% +2,374 13F-HR Timeline Hennion & Walsh Asset Management, Inc. More: the full row for Hennion & Walsh Asset Management, Inc. 3,025 $1.38M 0.05% +240 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 3,014 $1.38M 0.11% +227 13F-HR Timeline LOWE BROCKENBROUGH & CO INC More: the full row for LOWE BROCKENBROUGH & CO INC 3,011 $1.38M 0.07% -116 13F-HR Timeline AMG National Trust Bank More: the full row for AMG National Trust Bank 3,004 $1.37M 0.03% -95 13F-HR Timeline Gleason Group, Inc. More: the full row for Gleason Group, Inc. 3,002 $1.37M 0.14% -74 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 2,674 $1.37M 0.19% -87 13F-HR/A Timeline Supplemental Annuity Collective Trust o… More: the full row for Supplemental Annuity Collective Trust of NJ 3,000 $1.37M 0.36% 0 13F-HR Timeline Jaffetilchin Investment Partners, LLC More: the full row for Jaffetilchin Investment Partners, LLC 2,999 $1.37M 0.08% -62 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 2,982 $1.36M 0.04% +117 13F-HR Timeline Group Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 2,975 $1.36M 0.06% -127 13F-HR Timeline TRUST POINT INC. More: the full row for TRUST POINT INC. 2,959 $1.35M 0.11% +177 13F-HR Timeline Aspen Wealth Strategies, LLC More: the full row for Aspen Wealth Strategies, LLC 2,959 $1.35M 0.76% +34 13F-HR Timeline TABLEAUX LLC More: the full row for TABLEAUX LLC 2,954 $1.35M 0.54% +1,402 13F-HR Timeline Leisure Capital Management More: the full row for Leisure Capital Management 2,952 $1.35M 0.46% +51 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 2,951 $1.35M 0.08% +1,150 13F-HR Timeline Generali Investments Towarzystwo Fundus… in group Generali Powszechne Towarzyst… More: the full row for Generali Investments Towarzystwo Funduszy Inwestycyjnych 2,950 $1.35M 0.71% +200 13F-HR Timeline Group MOTCO More: the full row for MOTCO 2,945 $1.35M 0.12% +11 13F-HR Timeline Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 2,937 $1.34M -1,115 Timeline Cadence Bank More: the full row for Cadence Bank 2,937 $1.34M 0.08% -6 13F-HR Timeline Enterprise Financial Services Corp in group Enterprise Financial Services… More: the full row for Enterprise Financial Services Corp 2,927 $1.34M 0.69% -22 13F-HR Timeline Group Marks Group Wealth Management, Inc More: the full row for Marks Group Wealth Management, Inc 2,925 $1.34M 0.12% +20 13F-HR Timeline Elyxium Wealth, LLC More: the full row for Elyxium Wealth, LLC 2,924 $1.34M 0.47% -542 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 2,920 $1.34M 0.04% +81 13F-HR Timeline SHELL ASSET MANAGEMENT CO More: the full row for SHELL ASSET MANAGEMENT CO 2,913 $1.33M 0.13% -7,670 13F-HR Timeline Rodgers Brothers Inc. More: the full row for Rodgers Brothers Inc. 2,900 $1.33M 0.16% 0 13F-HR Timeline FineMark National Bank & Trust More: the full row for FineMark National Bank & Trust 2,898 $1.33M 0.04% -6,501 13F-HR Timeline William B. Walkup & Associates, Inc. More: the full row for William B. Walkup & Associates, Inc. 2,891 $1.32M 0.71% -17 13F-HR Timeline