Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 4,036 $495K 0.02% +1,786 13F-HR Timeline MIDLAND WEALTH ADVISORS, LLC More: the full row for MIDLAND WEALTH ADVISORS, LLC 4,021 $493K 0.03% -239 13F-HR Timeline Proficio Capital Partners LLC More: the full row for Proficio Capital Partners LLC 4,012 $492K 0.04% new 13F-HR/A Timeline Bramshill Investments, LLC More: the full row for Bramshill Investments, LLC 4,000 $490K 0.08% new 13F-HR Timeline Aspen Wealth Strategies, LLC More: the full row for Aspen Wealth Strategies, LLC 4,000 $490K 0.31% 0 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 4,000 $490K 0.22% 0 13F-HR Timeline BOURGEON CAPITAL MANAGEMENT LLC More: the full row for BOURGEON CAPITAL MANAGEMENT LLC 3,989 $489K 0.09% +780 13F-HR Timeline Freedom Investment Management, Inc. More: the full row for Freedom Investment Management, Inc. 3,986 $489K 0.04% -2,418 13F-HR Timeline Veltria Advisors Corp. More: the full row for Veltria Advisors Corp. 3,973 $487K 0.2% +742 13F-HR Timeline STEPH & CO More: the full row for STEPH & CO 3,973 $487K 0.16% -164 13F-HR Timeline Faithward Advisors, LLC More: the full row for Faithward Advisors, LLC 3,972 $487K 0.08% -14 13F-HR Timeline Fragasso Financial Advisors Inc More: the full row for Fragasso Financial Advisors Inc 3,967 $486K 0.04% +27 13F-HR Timeline Ipsen Advisor Group LLC More: the full row for Ipsen Advisor Group LLC 3,966 $486K 0.42% 13F-HR Timeline FOURPATH CAPITAL MANAGEMENT, LLC More: the full row for FOURPATH CAPITAL MANAGEMENT, LLC 3,961 $486K 0.09% new 13F-HR Timeline Salvus Wealth Management, LLC More: the full row for Salvus Wealth Management, LLC 3,956 $485K 0.31% +30 13F-HR Timeline TKG Advisors, LLC More: the full row for TKG Advisors, LLC 3,673 $484K 0.22% +212 13F-HR Timeline Compass Ion Advisors, LLC More: the full row for Compass Ion Advisors, LLC 3,935 $482K 0.06% +4 13F-HR Timeline INVESTMENT ADVISORY SERVICES INC /TX /A… More: the full row for INVESTMENT ADVISORY SERVICES INC /TX /ADV 3,905 $479K 0.17% +9 13F-HR Timeline BANK OF STOCKTON More: the full row for BANK OF STOCKTON 3,889 $477K 0.14% +1 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 3,887 $476K 0.03% +314 13F-HR Timeline Marcum Wealth, LLC More: the full row for Marcum Wealth, LLC 3,874 $475K 0.04% +185 13F-HR Timeline Gradient Investments LLC in group Gradient Investments LLC More: the full row for Gradient Investments LLC 3,872 $475K 0.01% -310 13F-HR Timeline Group Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 3,869 $474K 0.01% +962 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 3,860 $473K 0.01% -630 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 3,858 $473K 0.14% +575 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 3,857 $473K 0.05% 13F-HR Timeline Pinion Investment Advisors, LLC More: the full row for Pinion Investment Advisors, LLC 3,818 $468K 0.19% -246 13F-HR Timeline Matthew Goff Investment Advisor, LLC More: the full row for Matthew Goff Investment Advisor, LLC 3,796 $465K 0.09% -60 13F-HR Timeline Nicholas Hoffman & Company, LLC. More: the full row for Nicholas Hoffman & Company, LLC. 3,794 $465K 0.02% 0 13F-HR/A Timeline The filing omitted confidential holdings, a later amendment may add them. Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 3,342 $461K 0.01% +84 13F-HR Timeline X-Square Capital, LLC More: the full row for X-Square Capital, LLC 3,709 $455K 0.19% 0 13F-HR Timeline Arcataur Capital Management LLC More: the full row for Arcataur Capital Management LLC 3,706 $454K 0.15% 0 13F-HR Timeline 180 WEALTH ADVISORS, LLC More: the full row for 180 WEALTH ADVISORS, LLC 3,673 $450K 0.07% -189 13F-HR Timeline Callan Capital, LLC More: the full row for Callan Capital, LLC 3,653 $448K 0.03% -10 13F-HR Timeline LAKE STREET ADVISORS GROUP, LLC More: the full row for LAKE STREET ADVISORS GROUP, LLC 3,649 $447K 0.02% +354 13F-HR Timeline APPLETON PARTNERS INC/MA More: the full row for APPLETON PARTNERS INC/MA 3,648 $447K 0.03% -816 13F-HR Timeline Legacy Capital Group California, Inc. More: the full row for Legacy Capital Group California, Inc. 3,636 $446K 0.14% -4 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 3,623 $444K 0.01% +1,860 13F-HR Timeline Group Fermata Advisors, LLC More: the full row for Fermata Advisors, LLC 3,613 $443K 0.08% new 13F-HR Timeline AdvisorShares Investments LLC More: the full row for AdvisorShares Investments LLC 3,605 $442K 0.09% 0 13F-HR Timeline Livforsakringsbolaget Skandia, Omsesidi… More: the full row for Livforsakringsbolaget Skandia, Omsesidigt 3,581 $439K 0.02% 0 13F-HR Timeline Cyndeo Wealth Partners, LLC More: the full row for Cyndeo Wealth Partners, LLC 3,577 $438K 0.03% -140 13F-HR Timeline Carnegie Investment Counsel More: the full row for Carnegie Investment Counsel 3,570 $438K 0.01% 0 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 3,623 $437K 0.04% +1,339 13F-HR Timeline BURNEY CO/ More: the full row for BURNEY CO/ 3,559 $436K 0.02% +1,510 13F-HR Timeline Olistico Wealth, LLC More: the full row for Olistico Wealth, LLC 3,558 $436K 0.25% +2 13F-HR Timeline Straight Path Wealth Management More: the full row for Straight Path Wealth Management 3,518 $431K 0.17% -25 13F-HR Timeline Florida Trust Wealth Management Co More: the full row for Florida Trust Wealth Management Co 3,492 $428K 0.01% +837 13F-HR Timeline PAX Financial Group, LLC More: the full row for PAX Financial Group, LLC 3,489 $428K 0.08% +153 13F-HR Timeline Tributary Capital Management, LLC More: the full row for Tributary Capital Management, LLC 3,456 $424K 0.03% -170 13F-HR Timeline Greenfield Savings Bank More: the full row for Greenfield Savings Bank 3,449 $423K 0.2% +298 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 3,427 $420K 0.02% -126 13F-HR Timeline Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 3,411 $418K 0.03% +657 13F-HR Timeline Malaga Cove Capital, LLC More: the full row for Malaga Cove Capital, LLC 3,402 $417K 0.16% new 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 3,401 $417K 0.02% -426 13F-HR Timeline Crumly & Associates Inc. More: the full row for Crumly & Associates Inc. 3,398 $417K 0.11% -844 13F-HR Timeline Heritage Trust Co More: the full row for Heritage Trust Co 3,380 $414K 0.05% 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 3,367 $413K 0.03% -45 13F-HR Timeline Group Naviter Wealth, LLC More: the full row for Naviter Wealth, LLC 3,346 $410K 0.05% new 13F-HR Timeline Catalina Capital Group, LLC More: the full row for Catalina Capital Group, LLC 3,317 $407K 0.13% +243 13F-HR Timeline Knollwood Investment Advisory, LLC More: the full row for Knollwood Investment Advisory, LLC 3,300 $405K 0.04% 0 13F-HR Timeline FUKOKU MUTUAL LIFE INSURANCE Co More: the full row for FUKOKU MUTUAL LIFE INSURANCE Co 3,296 $404K 0.03% 0 13F-HR Timeline BayBridge Capital Group, LLC More: the full row for BayBridge Capital Group, LLC 3,278 $402K 0.29% -455 13F-HR Timeline Global View Capital Management LLC More: the full row for Global View Capital Management LLC 3,218 $401K 0.14% 13F-HR Timeline Jackson Creek Investment Advisors LLC More: the full row for Jackson Creek Investment Advisors LLC 3,265 $400K 0.12% +407 13F-HR Timeline Strategic Financial Concepts, LLC More: the full row for Strategic Financial Concepts, LLC 3,262 $400K 0.08% new 13F-HR/A Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 3,256 $399K 0.01% +14 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 3,255 $399K 0.01% new 13F-HR Timeline BOURNE LENT ASSET MANAGEMENT INC More: the full row for BOURNE LENT ASSET MANAGEMENT INC 3,251 $399K 0.15% 0 13F-HR Timeline J2 Capital Management Inc More: the full row for J2 Capital Management Inc 3,233 $396K 0.37% 13F-HR Timeline S.A. Mason LLC More: the full row for S.A. Mason LLC 3,231 $396K 0.21% 0 13F-HR Timeline Sustainable Insight Capital Management,… More: the full row for Sustainable Insight Capital Management, LLC 3,200 $392K 0.17% new 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 3,040 $392K 0.03% -100 13F-HR Timeline Avestar Capital, LLC More: the full row for Avestar Capital, LLC 3,184 $390K 0.04% +590 13F-HR Timeline Monument Capital Management More: the full row for Monument Capital Management 3,168 $388K 0.11% +507 13F-HR Timeline Centerpoint Advisory Group More: the full row for Centerpoint Advisory Group 3,150 $386K 0.37% 13F-HR Timeline RENASANT BANK More: the full row for RENASANT BANK 3,142 $385K 0.25% -89 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 3,140 $385K 0.01% +79 13F-HR Timeline Osprey Private Wealth LLC More: the full row for Osprey Private Wealth LLC 3,125 $383K 0.27% 0 13F-HR Timeline BAXTER BROS INC More: the full row for BAXTER BROS INC 3,115 $382K 0.05% +115 13F-HR Timeline Versor Investments LP More: the full row for Versor Investments LP 3,100 $380K 0.07% 0 13F-HR Timeline GRANDFIELD & DODD, LLC More: the full row for GRANDFIELD & DODD, LLC 3,084 $378K 0.02% 0 13F-HR Timeline CFS Investment Advisory Services, LLC More: the full row for CFS Investment Advisory Services, LLC 3,080 $378K 0.03% +239 13F-HR Timeline Fortis Advisors, LLC More: the full row for Fortis Advisors, LLC 3,075 $377K 0.25% 0 13F-HR Timeline Texas Bank & Trust Co More: the full row for Texas Bank & Trust Co 3,058 $375K 0.15% 13F-HR Timeline Guinness Atkinson Asset Management Inc More: the full row for Guinness Atkinson Asset Management Inc 3,056 $375K 0.19% -8 13F-HR Timeline Callan Family Office, LLC More: the full row for Callan Family Office, LLC 3,051 $374K 0.02% new 13F-HR Timeline Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 3,048 $374K 0.07% -67 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 3,073 $371K 0.03% -5,071 13F-HR Timeline Wilkinson Global Asset Management LLC More: the full row for Wilkinson Global Asset Management LLC 3,020 $370K 0.02% -500 13F-HR Timeline NEVILLE RODIE & SHAW INC More: the full row for NEVILLE RODIE & SHAW INC 2,996 $367K 0.03% -100 13F-HR Timeline Magnus Financial Group LLC More: the full row for Magnus Financial Group LLC 2,975 $365K 0.04% +2 13F-HR Timeline Granite Harbor Advisors, Inc. More: the full row for Granite Harbor Advisors, Inc. 2,940 $360K 0.2% +10 13F-HR Timeline Lindbrook Capital, LLC More: the full row for Lindbrook Capital, LLC 2,939 $360K 0.03% +2 13F-HR Timeline Balefire, LLC More: the full row for Balefire, LLC 2,876 $359K 0.12% +89 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 2,921 $358K 0.09% +84 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 2,916 $357K 0.04% -405 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 2,915 $357K 0.04% +193 13F-HR Timeline Ascension Capital Advisors, Inc. More: the full row for Ascension Capital Advisors, Inc. 2,914 $357K 0.16% 0 13F-HR Timeline Talon Private Wealth, LLC More: the full row for Talon Private Wealth, LLC 2,912 $357K 0.07% new 13F-HR/A Timeline FINANCIAL COUNSELORS INC More: the full row for FINANCIAL COUNSELORS INC 2,902 $356K 0.01% -7,011 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 2,901 $356K 0.01% +41 13F-HR Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 2,900 $355K 0.06% +388 13F-HR Timeline ARS Wealth Advisors Group, LLC More: the full row for ARS Wealth Advisors Group, LLC 2,877 $353K 0.05% 0 13F-HR Timeline TOBAM More: the full row for TOBAM 2,871 $352K 0.11% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Alhambra Investment Management LLC More: the full row for Alhambra Investment Management LLC 2,861 $351K 0.18% +1,212 13F-HR Timeline Waldron Private Wealth LLC More: the full row for Waldron Private Wealth LLC 2,861 $351K 0.01% -43 13F-HR Timeline Petrus Trust Company, LTA More: the full row for Petrus Trust Company, LTA 2,858 $350K 0.03% -536 13F-HR Timeline Notis-McConarty Edward More: the full row for Notis-McConarty Edward 2,850 $349K 0.17% 0 13F-HR Timeline West Family Investments, Inc. More: the full row for West Family Investments, Inc. 2,842 $348K 0.12% -7 13F-HR Timeline Colonial River Investments, LLC More: the full row for Colonial River Investments, LLC 2,841 $348K 0.17% +316 13F-HR Timeline OSSIAM More: the full row for OSSIAM 2,829 $347K 0.01% -262,070 13F-HR Timeline LexAurum Advisors, LLC More: the full row for LexAurum Advisors, LLC 2,811 $345K 0.07% new 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 2,811 $345K 0.01% -388 13F-HR Timeline Matrix Trust Co More: the full row for Matrix Trust Co 2,778 $341K 0.06% +2,431 13F-HR Timeline NORTHEAST INVESTMENT MANAGEMENT More: the full row for NORTHEAST INVESTMENT MANAGEMENT 2,765 $339K 0.02% +395 13F-HR Timeline BECK MACK & OLIVER LLC More: the full row for BECK MACK & OLIVER LLC 2,760 $338K 0.01% -225 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 2,751 $337K 0.04% +82 13F-HR Timeline Group IFG Advisory, LLC More: the full row for IFG Advisory, LLC 2,722 $334K 0.02% new 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 2,719 $333K 0.02% +146 13F-HR/A Timeline Jackson Hole Capital Partners, LLC More: the full row for Jackson Hole Capital Partners, LLC 2,702 $331K 0.07% +1 13F-HR Timeline Western Pacific Wealth Management, LP More: the full row for Western Pacific Wealth Management, LP 2,701 $331K 0.27% +950 13F-HR Timeline Phillips Wealth Planners LLC More: the full row for Phillips Wealth Planners LLC 2,505 $329K 0.33% +280 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 2,668 $327K 0.02% +56 13F-HR Timeline Washington Trust Bank More: the full row for Washington Trust Bank 2,665 $327K 0.03% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. 1834 INVESTMENT ADVISORS CO More: the full row for 1834 INVESTMENT ADVISORS CO 2,659 $326K 0.04% -225 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 2,635 $323K 0.01% new 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 2,612 $320K 0.04% -305 13F-HR Timeline Portside Wealth Group, LLC More: the full row for Portside Wealth Group, LLC 2,595 $318K 0.05% new 13F-HR/A Timeline GAGNON SECURITIES LLC in group GAGNON SECURITIES LLC More: the full row for GAGNON SECURITIES LLC 2,593 $318K 0.06% -4 13F-HR Timeline Group Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 2,579 $316K 0.17% 13F-HR Timeline Horizon Advisory Services, Inc. More: the full row for Horizon Advisory Services, Inc. 2,561 $314K 0.18% new 13F-HR Timeline Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 2,549 $312K 0.01% +442 13F-HR Timeline First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 2,548 $312K 0.01% -55 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 2,542 $312K 0.1% 0 13F-HR Timeline SFMG, LLC More: the full row for SFMG, LLC 2,539 $311K 0.02% -79 13F-HR Timeline MBA Advisors LLC More: the full row for MBA Advisors LLC 2,534 $311K 0.16% +105 13F-HR Timeline Fort Sheridan Advisors LLC More: the full row for Fort Sheridan Advisors LLC 2,532 $310K 0.05% new 13F-HR Timeline AA Financial Advisors, LLC More: the full row for AA Financial Advisors, LLC 2,527 $310K 0.08% -58 13F-HR Timeline WOODMONT INVESTMENT COUNSEL LLC More: the full row for WOODMONT INVESTMENT COUNSEL LLC 2,513 $308K 0.02% 0 13F-HR Timeline U S GLOBAL INVESTORS INC More: the full row for U S GLOBAL INVESTORS INC 2,500 $306K 0.03% 0 13F-HR Timeline Hobbs Group Advisors, LLC More: the full row for Hobbs Group Advisors, LLC 2,498 $306K 0.12% +5 13F-HR Timeline GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 2,494 $306K 0.05% +25 13F-HR Timeline Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 2,481 $304K 0.01% +392 13F-HR Timeline Olympiad Research LP More: the full row for Olympiad Research LP 2,473 $303K 0.32% -1,214 13F-HR Timeline PATRON PARTNERS, LLC More: the full row for PATRON PARTNERS, LLC 2,461 $302K 0.16% +238 13F-HR Timeline Baron Wealth Management LLC More: the full row for Baron Wealth Management LLC 2,457 $301K 0.14% -184 13F-HR Timeline YHB Investment Advisors, Inc. More: the full row for YHB Investment Advisors, Inc. 2,452 $301K 0.02% +120 13F-HR Timeline Riverwater Partners LLC More: the full row for Riverwater Partners LLC 2,452 $301K 0.15% -58 13F-HR Timeline Willis Johnson & Associates, Inc. More: the full row for Willis Johnson & Associates, Inc. 2,450 $300K 0.02% +135 13F-HR Timeline LCNB CORP More: the full row for LCNB CORP 2,443 $299K 0.11% +191 13F-HR Timeline Haverford Trust Co More: the full row for Haverford Trust Co 2,417 $296K <0.01% -21 13F-HR Timeline FLORIDA FINANCIAL ADVISORS, LLC More: the full row for FLORIDA FINANCIAL ADVISORS, LLC 2,413 $296K 0.13% -73 13F-HR Timeline Columbus Macro, LLC More: the full row for Columbus Macro, LLC 2,412 $296K 0.04% +610 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 2,411 $296K 0.02% +90 13F-HR Timeline Group Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 2,404 $295K 0.03% -11 13F-HR Timeline Hyperion Capital Advisors LP More: the full row for Hyperion Capital Advisors LP 2,400 $294K 0.15% 0 13F-HR Timeline Aviance Capital Partners, LLC More: the full row for Aviance Capital Partners, LLC 2,382 $292K 0.04% +62 13F-HR Timeline AlphaStar Capital Management, LLC More: the full row for AlphaStar Capital Management, LLC 2,354 $289K 0.03% -255 13F-HR Timeline First National Trust Co More: the full row for First National Trust Co 2,342 $287K 0.01% -184 13F-HR Timeline ARGONAUTICA PRIVATE WEALTH MANAGEMENT, … More: the full row for ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC 2,340 $287K 0.09% +22 13F-HR Timeline Astoria Portfolio Advisors LLC. More: the full row for Astoria Portfolio Advisors LLC. 2,112 $287K 0.1% -170 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 2,332 $286K 0.02% new 13F-HR Timeline Aveo Capital Partners, LLC More: the full row for Aveo Capital Partners, LLC 2,328 $285K 0.03% +15 13F-HR Timeline Dakota Wealth Management More: the full row for Dakota Wealth Management 2,321 $285K 0.01% -345 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 2,313 $284K <0.01% -943 13F-HR Timeline EVERPAR ADVISORS LLC More: the full row for EVERPAR ADVISORS LLC 2,309 $283K 0.14% -71 13F-HR Timeline OXFORD FINANCIAL GROUP, LTD. LLC More: the full row for OXFORD FINANCIAL GROUP, LTD. LLC 2,306 $283K 0.02% -111 13F-HR Timeline Principle Wealth Partners LLC More: the full row for Principle Wealth Partners LLC 2,305 $283K 0.02% 0 13F-HR Timeline WEST BANCORPORATION INC More: the full row for WEST BANCORPORATION INC 2,297 $282K 0.18% -56 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 2,293 $281K 0.02% +65 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 2,291 $281K 0.01% new 13F-HR Timeline SENTRY INVESTMENT MANAGEMENT LLC More: the full row for SENTRY INVESTMENT MANAGEMENT LLC 2,276 $279K 0.13% -550 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 2,268 $278K 0.04% -29 13F-HR Timeline Breakwater Capital Group More: the full row for Breakwater Capital Group 2,267 $278K 0.06% -100 13F-HR Timeline Crestmont Private Wealth LLC More: the full row for Crestmont Private Wealth LLC 2,246 $275K 0.12% +53 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 2,222 $272K 0.01% +119 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 2,220 $272K 0.04% -90 13F-HR Timeline L2 Asset Management, LLC More: the full row for L2 Asset Management, LLC 2,197 $269K 0.06% -99 13F-HR Timeline AUA CAPITAL MANAGEMENT, LLC More: the full row for AUA CAPITAL MANAGEMENT, LLC 2,196 $269K 0.17% 0 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 2,195 $269K 0.03% -101 13F-HR Timeline WESTPAC BANKING CORP in group WESTPAC BANKING CORP More: the full row for WESTPAC BANKING CORP 2,165 $265K 0.02% +1,757 13F-HR Timeline Group ProVise Management Group, LLC More: the full row for ProVise Management Group, LLC 2,163 $265K 0.02% 0 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 2,142 $262K <0.01% new 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 2,132 $261K <0.01% +129 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 2,083 $260K 0.02% -265,220 13F-HR Timeline Hardy Reed LLC More: the full row for Hardy Reed LLC 2,111 $259K 0.02% -1,270 13F-HR Timeline Douglass Winthrop Advisors, LLC More: the full row for Douglass Winthrop Advisors, LLC 2,100 $257K 0.01% new 13F-HR Timeline DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 2,093 $257K 0.06% +71 13F-HR Timeline Sandy Cove Advisors, LLC More: the full row for Sandy Cove Advisors, LLC 2,093 $257K 0.1% +203 13F-HR Timeline Consolidated Portfolio Review Corp More: the full row for Consolidated Portfolio Review Corp 2,075 $254K 0.04% -531 13F-HR Timeline Horan Securities, Inc. More: the full row for Horan Securities, Inc. 2,059 $252K 0.1% -2 13F-HR Timeline Wealth Management Associates, Inc. More: the full row for Wealth Management Associates, Inc. 2,058 $252K 0.11% -138 13F-HR Timeline CULLEN INVESTMENT GROUP, LTD. More: the full row for CULLEN INVESTMENT GROUP, LTD. 2,058 $252K 0.04% +25 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 2,051 $251K 0.03% +1,065 13F-HR Timeline MTM Investment Management, LLC More: the full row for MTM Investment Management, LLC 2,034 $249K 0.1% 0 13F-HR Timeline United Community Bank in group United Community Bank More: the full row for United Community Bank 2,018 $247K 0.1% +30 13F-HR Timeline Group Foster Victor Wealth Advisors, LLC More: the full row for Foster Victor Wealth Advisors, LLC 1,808 $247K 0.02% -23 13F-HR Timeline FAIRHOLME CAPITAL MANAGEMENT LLC in group FAIRHOLME CAPITAL MANAGEMENT … More: the full row for FAIRHOLME CAPITAL MANAGEMENT LLC 2,000 $245K 0.02% new 13F-HR Timeline Group Andina Capital Management, LLC More: the full row for Andina Capital Management, LLC 1,997 $245K 0.2% -377 13F-HR Timeline