CLIFTONLARSONALLEN WEALTH ADVISORS, LLC More: the full row for CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 35,166 $672K 0.01% +3,360 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 35,154 $672K 0.02% +388 13F-HR Timeline GOULD ASSET MANAGEMENT LLC /CA/ More: the full row for GOULD ASSET MANAGEMENT LLC /CA/ 35,149 $672K 0.11% +23 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 35,143 $672K 0.01% +9,579 13F-HR Timeline ABNER HERRMAN & BROCK LLC More: the full row for ABNER HERRMAN & BROCK LLC 35,000 $669K 0.06% 0 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 35,016 $667K <0.01% -15,082 13F-HR Timeline Archford Capital Strategies, LLC More: the full row for Archford Capital Strategies, LLC 34,713 $664K 0.07% -500 13F-HR Timeline Alessandra Capital Management, LLC More: the full row for Alessandra Capital Management, LLC 34,700 $663K 0.47% 0 13F-HR Timeline MOSAIC FAMILY WEALTH PARTNERS, LLC More: the full row for MOSAIC FAMILY WEALTH PARTNERS, LLC 34,556 $661K 0.04% +14,254 13F-HR Timeline ARS Wealth Advisors Group, LLC More: the full row for ARS Wealth Advisors Group, LLC 34,540 $660K 0.05% +154 13F-HR Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 34,506 $660K 0.02% -3,836 13F-HR Timeline Wealthstar Advisors, LLC More: the full row for Wealthstar Advisors, LLC 34,446 $659K 0.33% -2,396 13F-HR Timeline Welch Group, LLC More: the full row for Welch Group, LLC 34,263 $655K 0.02% +440 13F-HR Timeline Tradition Wealth Management, LLC More: the full row for Tradition Wealth Management, LLC 34,161 $653K 0.04% -4,745 13F-HR Timeline Florida Trust Wealth Management Co More: the full row for Florida Trust Wealth Management Co 34,153 $653K 0.02% -1,540 13F-HR Timeline Empirical Asset Management, LLC More: the full row for Empirical Asset Management, LLC 34,041 $651K 0.15% +6 13F-HR Timeline BANK OF NOVA SCOTIA in group BANK OF NOVA SCOTIA More: the full row for BANK OF NOVA SCOTIA 33,740 $645K <0.01% +1,110 13F-HR Timeline Group SFMG, LLC More: the full row for SFMG, LLC 33,596 $642K 0.04% -253 13F-HR Timeline Ethos Financial Group, LLC More: the full row for Ethos Financial Group, LLC 31,784 $642K 0.04% +9,486 13F-HR Timeline BEAM WEALTH ADVISORS, INC. More: the full row for BEAM WEALTH ADVISORS, INC. 33,542 $641K 0.14% +108 13F-HR/A Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 33,518 $641K 0.02% -3,370 13F-HR Timeline ROMANO BROTHERS AND COMPANY More: the full row for ROMANO BROTHERS AND COMPANY 33,502 $641K 0.06% 0 13F-HR Timeline Avantax Planning Partners, Inc. More: the full row for Avantax Planning Partners, Inc. 33,356 $638K 0.02% -6,006 13F-HR Timeline JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 33,336 $637K <0.01% -38 13F-HR Timeline Chung Wu Investment Group, LLC More: the full row for Chung Wu Investment Group, LLC 33,081 $633K 0.42% -1,000 13F-HR Timeline CARRET ASSET MANAGEMENT, LLC More: the full row for CARRET ASSET MANAGEMENT, LLC 32,625 $624K 0.05% new 13F-HR Timeline Trifecta Capital Advisors, LLC More: the full row for Trifecta Capital Advisors, LLC 32,300 $618K 0.08% 0 13F-HR Timeline INVENIO WEALTH PARTNERS LLC More: the full row for INVENIO WEALTH PARTNERS LLC 32,216 $616K 0.22% +500 13F-HR Timeline LAKE STREET PRIVATE WEALTH, LLC More: the full row for LAKE STREET PRIVATE WEALTH, LLC 32,032 $612K 0.07% +85 13F-HR Timeline Plan Group Financial, LLC More: the full row for Plan Group Financial, LLC 32,012 $612K 0.13% -6,690 13F-HR Timeline Sumitomo Mitsui Trust Group, Inc. in group Sumitomo Mitsui Trust Group, … More: the full row for Sumitomo Mitsui Trust Group, Inc. 32,000 $612K <0.01% -56,000 13F-HR Timeline Group LAZARD ASSET MANAGEMENT LLC in group LAZARD ASSET MANAGEMENT LLC More: the full row for LAZARD ASSET MANAGEMENT LLC 31,984 $612K <0.01% +4,212 13F-HR Timeline Group Southeast Asset Advisors, LLC More: the full row for Southeast Asset Advisors, LLC 31,735 $607K 0.06% +22 13F-HR Timeline SP Asset Management LLC More: the full row for SP Asset Management LLC 31,686 $606K 0.05% +516 13F-HR Timeline CONNING INC. in group CONNING INC. More: the full row for CONNING INC. 31,667 $605K 0.02% 0 13F-HR Timeline Group PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 31,566 $604K 0.01% -403 13F-HR Timeline NOVEM GROUP More: the full row for NOVEM GROUP 31,302 $598K 0.06% -1,052 13F-HR Timeline Collaborative Capital Advisors LLC More: the full row for Collaborative Capital Advisors LLC 31,255 $598K 0.38% 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 31,245 $597K 0.01% +1,478 13F-HR Timeline Camelot Portfolios, LLC More: the full row for Camelot Portfolios, LLC 31,171 $596K 0.42% 0 13F-HR Timeline SmartHarvest Portfolios, LLC More: the full row for SmartHarvest Portfolios, LLC 31,168 $596K 0.19% 0 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 31,143 $595K 0.01% +164 13F-HR Timeline Blueprint Investment Partners LLC group of 2 filers holding More: the full row for Blueprint Investment Partners LLC 30,709 $587K -4,736 Timeline Traub Capital Management LLC More: the full row for Traub Capital Management LLC 30,700 $587K 0.52% 0 13F-HR Timeline HANCOCK WHITNEY CORP More: the full row for HANCOCK WHITNEY CORP 30,515 $583K 0.01% +315 13F-HR Timeline Asio Capital, LLC More: the full row for Asio Capital, LLC 30,500 $583K 0.07% -43,000 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 30,335 $580K 0.01% +154 13F-HR Timeline Second Line Capital, LLC More: the full row for Second Line Capital, LLC 30,266 $579K 0.11% +44 13F-HR/A Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 30,048 $575K 0.02% +8,916 13F-HR Timeline Aspen Grove Capital, LLC More: the full row for Aspen Grove Capital, LLC 30,001 $574K 0.08% 0 13F-HR Timeline LYNX CAPITAL GROUP LTD /ADV More: the full row for LYNX CAPITAL GROUP LTD /ADV 30,000 $574K 0.23% 0 13F-HR Timeline Black Swift Group, LLC More: the full row for Black Swift Group, LLC 30,000 $574K 0.08% 0 13F-HR Timeline King Wealth Management Group More: the full row for King Wealth Management Group 29,736 $569K 0.06% +500 13F-HR Timeline Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 29,736 $569K <0.01% +9,588 13F-HR Timeline Diligent Investors, LLC More: the full row for Diligent Investors, LLC 29,361 $561K 0.13% -85 13F-HR Timeline Fortitude Advisory Group L.L.C. More: the full row for Fortitude Advisory Group L.L.C. 29,269 $560K 0.21% +2,263 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 29,253 $559K <0.01% +10,301 13F-HR Timeline First Financial Bankshares Inc More: the full row for First Financial Bankshares Inc 29,233 $559K 0.01% -9,886 13F-HR Timeline DOLIVER ADVISORS, LP More: the full row for DOLIVER ADVISORS, LP 29,217 $559K 0.13% -729 13F-HR Timeline Disciplined Investments, LLC More: the full row for Disciplined Investments, LLC 29,216 $559K 0.18% +384 13F-HR/A Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 29,114 $557K 0.05% +474 13F-HR/A Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 29,063 $556K 0.02% +1 13F-HR Timeline Retirement Investment Advisors, Inc. More: the full row for Retirement Investment Advisors, Inc. 28,467 $555K 0.04% +254 13F-HR Timeline OPTIMA CAPITAL LLC More: the full row for OPTIMA CAPITAL LLC 29,048 $555K 0.22% +2,330 13F-HR Timeline Holt Capital Advisors, L.L.C. dba Holt … More: the full row for Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 29,016 $555K 0.07% 0 13F-HR Timeline DMC Group, LLC More: the full row for DMC Group, LLC 29,000 $554K 0.38% -1,000 13F-HR Timeline SPRING CAPITAL MANAGEMENT, LLC More: the full row for SPRING CAPITAL MANAGEMENT, LLC 29,000 $554K 0.27% 0 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 28,923 $553K 0.37% 0 13F-HR Timeline Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 28,882 $552K 0.03% -11,626 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 28,446 $543K 0.1% -2,273 13F-HR Timeline WALLED LAKE PLANNING & WEALTH MANAGEMEN… More: the full row for WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC 28,340 $542K 0.14% +74 13F-HR Timeline Summit Financial Wealth Advisors, LLC More: the full row for Summit Financial Wealth Advisors, LLC 28,087 $537K 0.07% -146 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 27,971 $535K 0.02% -5,803 13F-HR Timeline Covenant Asset Management, LLC More: the full row for Covenant Asset Management, LLC 27,888 $533K 0.09% -125 13F-HR Timeline Whalen Wealth Management Inc. More: the full row for Whalen Wealth Management Inc. 27,714 $530K 0.24% new 13F-HR Timeline Seven Springs Wealth Group, LLC More: the full row for Seven Springs Wealth Group, LLC 27,563 $527K 0.12% 0 13F-HR Timeline LongView Wealth Management More: the full row for LongView Wealth Management 27,528 $526K 0.14% -684 13F-HR Timeline Whitener Capital Management, Inc. More: the full row for Whitener Capital Management, Inc. 27,425 $524K 0.11% -4,000 13F-HR Timeline Provident Investment Management, Inc. More: the full row for Provident Investment Management, Inc. 27,391 $524K 0.05% 0 13F-HR Timeline THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 27,368 $523K 0.03% +78 13F-HR Timeline TopTier Wealth Management, LLC More: the full row for TopTier Wealth Management, LLC 27,292 $522K 0.32% +201 13F-HR Timeline SWEENEY & MICHEL, LLC More: the full row for SWEENEY & MICHEL, LLC 25,870 $521K 0.14% new 13F-HR Timeline FIDUCIARY FINANCIAL GROUP, LLC More: the full row for FIDUCIARY FINANCIAL GROUP, LLC 27,194 $520K 0.06% -506 13F-HR Timeline SHRIER WEALTH MANAGEMENT, LLC More: the full row for SHRIER WEALTH MANAGEMENT, LLC 27,139 $519K 0.18% -1,207 13F-HR Timeline TCFG Investment Advisors, LLC in group TCFG Investment Advisors, LLC More: the full row for TCFG Investment Advisors, LLC 27,077 $518K 0.17% +1,515 13F-HR Timeline Group FLAX POND CAPITAL, LLC More: the full row for FLAX POND CAPITAL, LLC 27,000 $516K 0.36% 0 13F-HR/A Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 26,760 $515K 0.01% 0 13F-HR Timeline Symphony Financial Services, Inc. More: the full row for Symphony Financial Services, Inc. 26,941 $515K 0.23% +52 13F-HR Timeline Magnus Financial Group LLC More: the full row for Magnus Financial Group LLC 26,930 $515K 0.04% -8,187 13F-HR Timeline TT Capital Management LLC More: the full row for TT Capital Management LLC 26,900 $514K 0.4% 0 13F-HR Timeline Fulton Bank, N.A. More: the full row for Fulton Bank, N.A. 26,719 $511K 0.02% 0 13F-HR Timeline FLYNN ZITO CAPITAL MANAGEMENT, LLC More: the full row for FLYNN ZITO CAPITAL MANAGEMENT, LLC 26,604 $509K 0.14% +302 13F-HR Timeline FLC Capital Advisors More: the full row for FLC Capital Advisors 26,525 $507K 0.08% +107 13F-HR Timeline VERUS CAPITAL PARTNERS, LLC More: the full row for VERUS CAPITAL PARTNERS, LLC 26,186 $501K 0.03% +504 13F-HR Timeline Aviance Capital Partners, LLC More: the full row for Aviance Capital Partners, LLC 26,167 $500K 0.05% 0 13F-HR Timeline Fermata Advisors, LLC More: the full row for Fermata Advisors, LLC 26,101 $499K 0.1% -1,600 13F-HR Timeline Saxony Capital Management, LLC More: the full row for Saxony Capital Management, LLC 26,068 $498K 0.23% +4,914 13F-HR Timeline Argent Trust Co More: the full row for Argent Trust Co 26,035 $498K 0.01% +529 13F-HR Timeline OpenArc Corporate Advisory, LLC More: the full row for OpenArc Corporate Advisory, LLC 26,007 $497K 0.01% +4,553 13F-HR Timeline Foguth Wealth Management, LLC. More: the full row for Foguth Wealth Management, LLC. 24,423 $495K 0.06% +100 13F-HR Timeline AlphaStar Capital Management, LLC More: the full row for AlphaStar Capital Management, LLC 25,893 $495K 0.03% -779 13F-HR Timeline Tyche Wealth Partners LLC More: the full row for Tyche Wealth Partners LLC 25,717 $492K 0.07% +2,072 13F-HR Timeline Cyndeo Wealth Partners, LLC More: the full row for Cyndeo Wealth Partners, LLC 25,654 $491K 0.02% -109 13F-HR Timeline COOKSON PEIRCE & CO INC More: the full row for COOKSON PEIRCE & CO INC 25,653 $490K 0.02% 0 13F-HR Timeline Ballast Rock Private Wealth LLC More: the full row for Ballast Rock Private Wealth LLC 25,583 $489K 0.23% +1 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 25,565 $489K 0.01% +5,270 13F-HR Timeline M.E. ALLISON & CO., INC. More: the full row for M.E. ALLISON & CO., INC. 25,535 $488K 0.28% +843 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 25,439 $486K 0.03% 0 13F-HR Timeline Empower Advisory Group, LLC in group Empower Annuity Insurance Co … More: the full row for Empower Advisory Group, LLC 25,300 $484K <0.01% +1,855 13F-HR Timeline Group Waterloo Capital, L.P. More: the full row for Waterloo Capital, L.P. 25,298 $484K 0.03% -3,689 13F-HR Timeline Aldebaran Financial Inc. More: the full row for Aldebaran Financial Inc. 25,245 $483K 0.39% 0 13F-HR Timeline Financial Partners Group, Inc More: the full row for Financial Partners Group, Inc 25,224 $482K 0.05% +386 13F-HR Timeline Ulland Investment Advisors, LLC More: the full row for Ulland Investment Advisors, LLC 25,000 $478K 0.35% +5,500 13F-HR Timeline SMITHBRIDGE ASSET MANAGEMENT INC/DE More: the full row for SMITHBRIDGE ASSET MANAGEMENT INC/DE 24,896 $476K 0.06% +5,217 13F-HR Timeline FULCRUM WEALTH ADVISORS, LLC More: the full row for FULCRUM WEALTH ADVISORS, LLC 24,824 $475K 0.36% -215 13F-HR Timeline Hartford Financial Management Inc. More: the full row for Hartford Financial Management Inc. 24,805 $474K 0.11% -1,577 13F-HR Timeline CapWealth Advisors, LLC More: the full row for CapWealth Advisors, LLC 24,720 $473K 0.03% 0 13F-HR Timeline Chancellor Financial Group WB LP More: the full row for Chancellor Financial Group WB LP 24,697 $472K 0.29% +1,400 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 24,469 $468K 0.02% 0 13F-HR Timeline C2P Capital Advisory Group, LLC d.b.a. … More: the full row for C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 24,402 $467K 0.02% +3,147 13F-HR Timeline First National Trust Co More: the full row for First National Trust Co 24,371 $466K 0.02% new 13F-HR Timeline Johnson Financial Group, LLC More: the full row for Johnson Financial Group, LLC 24,344 $465K 0.03% new 13F-HR Timeline AM INVESTMENT STRATEGIES LLC More: the full row for AM INVESTMENT STRATEGIES LLC 24,340 $465K 0.09% +9 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 24,290 $464K 0.04% +12,000 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 24,135 $461K 0.04% +7,000 13F-HR Timeline SeedSafe Financial LLC More: the full row for SeedSafe Financial LLC 24,124 $461K 0.33% new 13F-HR Timeline Thrive Wealth Management, LLC More: the full row for Thrive Wealth Management, LLC 24,095 $461K 0.06% -22,999 13F-HR Timeline Gruss & Co., LLC More: the full row for Gruss & Co., LLC 24,000 $459K 1.2% 0 13F-HR Timeline Canton Hathaway, LLC More: the full row for Canton Hathaway, LLC 24,000 $459K 0.09% 0 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 23,952 $458K 0.03% +2,506 13F-HR Timeline Foster Victor Wealth Advisors, LLC More: the full row for Foster Victor Wealth Advisors, LLC 22,798 $458K 0.02% +116 13F-HR Timeline Uniting Wealth Partners, LLC More: the full row for Uniting Wealth Partners, LLC 23,903 $457K 0.09% +11 13F-HR Timeline 1ST SOURCE BANK More: the full row for 1ST SOURCE BANK 23,894 $457K 0.02% 0 13F-HR Timeline Amplius Wealth Advisors, LLC More: the full row for Amplius Wealth Advisors, LLC 23,886 $457K 0.03% +5,004 13F-HR Timeline Tiller Private Wealth, Inc. More: the full row for Tiller Private Wealth, Inc. 23,791 $455K 0.14% +10 13F-HR Timeline Chesley Taft & Associates LLC More: the full row for Chesley Taft & Associates LLC 23,786 $455K 0.02% 0 13F-HR Timeline Freedom Day Solutions, LLC More: the full row for Freedom Day Solutions, LLC 23,773 $455K 0.1% new 13F-HR Timeline SAXON INTERESTS, INC. More: the full row for SAXON INTERESTS, INC. 23,651 $452K 0.12% +132 13F-HR Timeline SITTNER & NELSON, LLC More: the full row for SITTNER & NELSON, LLC 23,600 $451K 0.14% 0 13F-HR Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 23,540 $450K 0.01% -438 13F-HR Timeline Group Meadowbrook Wealth Management, LLC More: the full row for Meadowbrook Wealth Management, LLC 23,500 $448K 0.48% new 13F-HR Timeline Artesa Financial Group, LLC More: the full row for Artesa Financial Group, LLC 23,374 $447K 0.38% -837 13F-HR Timeline Conservest Capital Advisors, Inc. More: the full row for Conservest Capital Advisors, Inc. 23,263 $445K 0.04% -3,971 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 23,211 $444K 0.01% -1,013 13F-HR Timeline DONALDSON CAPITAL MANAGEMENT, LLC More: the full row for DONALDSON CAPITAL MANAGEMENT, LLC 23,127 $442K 0.01% new 13F-HR Timeline MADDEN SECURITIES Corp More: the full row for MADDEN SECURITIES Corp 23,013 $440K 0.12% +14 13F-HR Timeline CAMPBELL CAPITAL MANAGEMENT INC More: the full row for CAMPBELL CAPITAL MANAGEMENT INC 23,000 $440K 0.16% -100,300 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 22,882 $438K 0.01% new 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 22,825 $436K 0.02% +4,000 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 22,822 $436K 0.04% +548 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 22,804 $436K 0.05% -12,492 13F-HR Timeline GREATMARK INVESTMENT PARTNERS, INC. More: the full row for GREATMARK INVESTMENT PARTNERS, INC. 22,712 $434K 0.05% +5,000 13F-HR Timeline Ruggiero Investments, Inc. More: the full row for Ruggiero Investments, Inc. 22,700 $434K 0.37% +9,500 13F-HR Timeline WORLD EQUITY GROUP, INC. More: the full row for WORLD EQUITY GROUP, INC. 22,696 $434K 0.1% +74 13F-HR Timeline Laidlaw Wealth Management LLC More: the full row for Laidlaw Wealth Management LLC 22,580 $432K 1.23% -4,250 13F-HR Timeline YARGER WEALTH STRATEGIES, LLC More: the full row for YARGER WEALTH STRATEGIES, LLC 21,952 $432K 0.16% +357 13F-HR Timeline WP Advisors, LLC More: the full row for WP Advisors, LLC 22,543 $431K 0.1% +3,269 13F-HR Timeline KIRTLAND HILLS CAPITAL MANAGEMENT, LLC More: the full row for KIRTLAND HILLS CAPITAL MANAGEMENT, LLC 22,522 $431K 0.12% +2,619 13F-HR Timeline ACT WEALTH MANAGEMENT, LLC More: the full row for ACT WEALTH MANAGEMENT, LLC 22,500 $430K 0.13% 0 13F-HR Timeline Regatta Research & Money Management More: the full row for Regatta Research & Money Management 22,494 $430K 0.41% 13F-HR Timeline Papamarkou Wellner Asset Management inc. More: the full row for Papamarkou Wellner Asset Management inc. 22,486 $430K 0.27% 0 13F-HR Timeline Red Door Wealth Management, LLC More: the full row for Red Door Wealth Management, LLC 22,423 $429K 0.04% +11 13F-HR Timeline Carnegie Investment Counsel More: the full row for Carnegie Investment Counsel 22,340 $427K 0.01% -41 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 22,321 $427K 0.01% +402 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 22,204 $425K 0.01% +2,045 13F-HR Timeline BRAVE ASSET MANAGEMENT INC More: the full row for BRAVE ASSET MANAGEMENT INC 22,178 $424K 0.09% -1,000 13F-HR Timeline Belfer Management LLC More: the full row for Belfer Management LLC 22,155 $424K 7.02% -5,327 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Sage Capital Management, LLC More: the full row for Sage Capital Management, LLC 22,091 $422K 0.16% 0 13F-HR Timeline Michels Family Financial, LLC More: the full row for Michels Family Financial, LLC 21,935 $419K 0.27% +262 13F-HR Timeline HARRELL INVESTMENT PARTNERS, LLC More: the full row for HARRELL INVESTMENT PARTNERS, LLC 21,928 $419K 0.09% +7,857 13F-HR Timeline Nicholas Hoffman & Company, LLC. More: the full row for Nicholas Hoffman & Company, LLC. 21,920 $419K 0.01% 0 13F-HR Timeline Gradient Investments LLC in group Gradient Investments LLC More: the full row for Gradient Investments LLC 21,866 $418K 0.01% -2,335 13F-HR Timeline Group Mattson Financial Services, LLC More: the full row for Mattson Financial Services, LLC 20,637 $417K 0.09% 0 13F-HR Timeline SPINNAKER TRUST More: the full row for SPINNAKER TRUST 21,800 $417K 0.02% +3,000 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 21,546 $412K 0.01% -500 13F-HR Timeline Group Wescott Financial Advisory Group, LLC More: the full row for Wescott Financial Advisory Group, LLC 21,519 $411K 0.03% 0 13F-HR Timeline Cadent Capital Advisors, LLC More: the full row for Cadent Capital Advisors, LLC 21,515 $411K 0.09% -249 13F-HR Timeline C2C Wealth Management, LLC More: the full row for C2C Wealth Management, LLC 21,493 $411K 0.32% -2,304 13F-HR Timeline BERKSHIRE ASSET MANAGEMENT LLC/PA More: the full row for BERKSHIRE ASSET MANAGEMENT LLC/PA 21,471 $411K 0.02% 0 13F-HR Timeline AFFINITY WEALTH MANAGEMENT LLC More: the full row for AFFINITY WEALTH MANAGEMENT LLC 21,417 $409K 0.05% -61 13F-HR Timeline Granite Group Advisors, LLC More: the full row for Granite Group Advisors, LLC 21,388 $409K 0.24% -3,176 13F-HR Timeline Tranquility Partners, LLC More: the full row for Tranquility Partners, LLC 21,246 $406K 0.14% +325 13F-HR Timeline WHITE PINE CAPITAL LLC More: the full row for WHITE PINE CAPITAL LLC 21,230 $406K 0.1% 0 13F-HR Timeline Naviter Wealth, LLC More: the full row for Naviter Wealth, LLC 21,099 $403K 0.04% +3,953 13F-HR Timeline MINDSET WEALTH MANAGEMENT, LLC More: the full row for MINDSET WEALTH MANAGEMENT, LLC 21,040 $402K 0.08% +4,500 13F-HR Timeline RiverGlades Family Offices LLC More: the full row for RiverGlades Family Offices LLC 21,000 $402K 0.18% 0 13F-HR Timeline Heritage Trust Co More: the full row for Heritage Trust Co 20,832 $398K 0.03% 0 13F-HR Timeline Edgemoor Investment Advisors, Inc. More: the full row for Edgemoor Investment Advisors, Inc. 20,788 $397K 0.03% +168 13F-HR Timeline E&G Advisors, LLC More: the full row for E&G Advisors, LLC 20,712 $396K 0.08% -72 13F-HR Timeline COMPASS FINANCIAL MANAGEMENT LLC More: the full row for COMPASS FINANCIAL MANAGEMENT LLC 19,488 $395K 0.05% 13F-HR Timeline Parkway Wealth Management Group, LLC More: the full row for Parkway Wealth Management Group, LLC 20,651 $395K 0.05% +1,707 13F-HR Timeline Tepp RIA, LLC More: the full row for Tepp RIA, LLC 20,535 $393K 0.27% 0 13F-HR Timeline SEARLE & CO. 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