Chicago Capital, LLC More: the full row for Chicago Capital, LLC 31,345 $614K 0.02% -1,216 13F-HR Timeline MAGNOLIA CAPITAL ADVISORS LLC More: the full row for MAGNOLIA CAPITAL ADVISORS LLC 31,288 $613K 0.16% new 13F-HR/A Timeline NOVEM GROUP More: the full row for NOVEM GROUP 31,282 $613K 0.09% 13F-HR Timeline CLIFTONLARSONALLEN WEALTH ADVISORS, LLC More: the full row for CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 31,231 $612K 0.01% 0 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 31,129 $610K 0.41% -686 13F-HR Timeline Full Sail Capital, LLC More: the full row for Full Sail Capital, LLC 30,875 $605K 0.04% 0 13F-HR Timeline EDMOND DE ROTHSCHILD HOLDING S.A. in group EDMOND DE ROTHSCHILD HOLDING … More: the full row for EDMOND DE ROTHSCHILD HOLDING S.A. 30,499 $597K 0.01% new 13F-HR Timeline Group King Wealth Management Group More: the full row for King Wealth Management Group 30,239 $592K 0.09% +12 13F-HR Timeline American Institute for Advanced Investm… More: the full row for American Institute for Advanced Investment Management, LLP 30,154 $591K 0.44% -1,648 13F-HR Timeline Moloney Securities Asset Management, LLC More: the full row for Moloney Securities Asset Management, LLC 30,031 $588K 0.08% -6,021 13F-HR Timeline Aspen Grove Capital, LLC More: the full row for Aspen Grove Capital, LLC 30,001 $588K 0.12% 0 13F-HR Timeline JBF Capital, Inc. More: the full row for JBF Capital, Inc. 30,000 $588K 0.1% 0 13F-HR Timeline BigSur Wealth Management LLC More: the full row for BigSur Wealth Management LLC 30,000 $588K 0.17% 0 13F-HR Timeline Warther Private Wealth, LLC More: the full row for Warther Private Wealth, LLC 30,000 $588K 0.2% 0 13F-HR Timeline Ariston Services Group More: the full row for Ariston Services Group 29,782 $583K 0.51% +14,492 13F-HR Timeline Camelot Portfolios, LLC More: the full row for Camelot Portfolios, LLC 29,772 $583K 0.63% -3,500 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 29,691 $582K 0.33% 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 29,686 $582K 0.04% +4,416 13F-HR Timeline Tradition Wealth Management, LLC More: the full row for Tradition Wealth Management, LLC 29,573 $579K 0.05% +1,611 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 29,564 $579K 0.01% +2,145 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 29,340 $575K 0.08% +715 13F-HR Timeline SPRING CAPITAL MANAGEMENT, LLC More: the full row for SPRING CAPITAL MANAGEMENT, LLC 29,192 $572K 0.34% new 13F-HR Timeline WR Wealth Planners, LLC More: the full row for WR Wealth Planners, LLC 29,117 $570K 0.18% -3,016 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 $568K 0.09% 0 13F-HR Timeline GSA CAPITAL PARTNERS LLP More: the full row for GSA CAPITAL PARTNERS LLP 28,947 $567K 0.04% -60,410 13F-HR Timeline Welch Group, LLC More: the full row for Welch Group, LLC 28,875 $565K 0.03% +386 13F-HR Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 28,835 $565K 0.01% 0 13F-HR Timeline Mill Creek Capital Advisors, LLC More: the full row for Mill Creek Capital Advisors, LLC 28,610 $560K 0.01% +14,843 13F-HR Timeline Waterloo Capital, L.P. More: the full row for Waterloo Capital, L.P. 28,489 $558K 0.06% -1,770 13F-HR Timeline TRITONPOINT WEALTH, LLC in group TritonPoint Partners, LLC More: the full row for TRITONPOINT WEALTH, LLC 28,354 $555K 0.05% -138 13F-HR Timeline Group VELA Investment Management, LLC More: the full row for VELA Investment Management, LLC 28,307 $555K 0.19% -62,100 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 28,203 $552K 0.01% +2,516 13F-HR Timeline Group PREVAIL INNOVATIVE WEALTH ADVISORS, LLC More: the full row for PREVAIL INNOVATIVE WEALTH ADVISORS, LLC 28,139 $551K 0.16% +7,985 13F-HR Timeline LAKE STREET ADVISORS GROUP, LLC More: the full row for LAKE STREET ADVISORS GROUP, LLC 28,103 $551K 0.03% 0 13F-HR Timeline Avantax Planning Partners, Inc. More: the full row for Avantax Planning Partners, Inc. 28,092 $550K 0.02% 0 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 27,793 $544K 0.01% 0 13F-HR Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 27,786 $544K 0.04% +5,544 13F-HR Timeline Pettinga Financial Advisors LLC More: the full row for Pettinga Financial Advisors LLC 27,782 $544K 0.12% -1,250 13F-HR Timeline HBW ADVISORY SERVICES LLC More: the full row for HBW ADVISORY SERVICES LLC 27,658 $542K 0.06% +2,180 13F-HR Timeline Procyon Advisors, LLC More: the full row for Procyon Advisors, LLC 27,509 $539K 0.03% -198 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 27,425 $537K 0.06% -3,301 13F-HR Timeline Provident Investment Management, Inc. More: the full row for Provident Investment Management, Inc. 27,391 $537K 0.05% 0 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 27,191 $533K 0.03% -545 13F-HR Timeline Hartford Financial Management Inc. More: the full row for Hartford Financial Management Inc. 27,134 $532K 0.11% 0 13F-HR Timeline MARCO INVESTMENT MANAGEMENT LLC More: the full row for MARCO INVESTMENT MANAGEMENT LLC 26,906 $527K 0.05% +389 13F-HR Timeline AGF MANAGEMENT LTD in group AGF MANAGEMENT LTD More: the full row for AGF MANAGEMENT LTD 26,897 $527K <0.01% -127 13F-HR Timeline Group SCP Investment, LP More: the full row for SCP Investment, LP 26,800 $525K 0.4% +6,000 13F-HR Timeline Clear Harbor Asset Management, LLC More: the full row for Clear Harbor Asset Management, LLC 26,750 $524K 0.04% +250 13F-HR Timeline Teamwork Financial Advisors, LLC More: the full row for Teamwork Financial Advisors, LLC 26,558 $520K 0.07% -38,999 13F-HR Timeline GM Advisory Group, LLC More: the full row for GM Advisory Group, LLC 26,468 $519K 0.03% +3,259 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 26,438 $518K 0.02% +1,340 13F-HR Timeline SEARLE & CO. More: the full row for SEARLE & CO. 26,344 $516K 0.15% 0 13F-HR Timeline Good Life Advisors, LLC More: the full row for Good Life Advisors, LLC 26,294 $515K 0.04% -2,429 13F-HR Timeline Foguth Wealth Management, LLC. More: the full row for Foguth Wealth Management, LLC. 24,322 $512K 0.13% new 13F-HR Timeline SAXON INTERESTS, INC. More: the full row for SAXON INTERESTS, INC. 26,063 $511K 0.22% +132 13F-HR Timeline PURSUE WEALTH PARTNERS LLC More: the full row for PURSUE WEALTH PARTNERS LLC 26,029 $510K 0.29% 0 13F-HR Timeline Secure Asset Management, LLC More: the full row for Secure Asset Management, LLC 25,970 $509K 0.08% +11,842 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 25,884 $507K 0.02% +262 13F-HR Timeline ARK & TLK INVESTMENTS, LLC More: the full row for ARK & TLK INVESTMENTS, LLC 25,847 $506K 0.18% 0 13F-HR Timeline Second Line Capital, LLC More: the full row for Second Line Capital, LLC 25,728 $504K 0.14% +2,219 13F-HR Timeline Michels Family Financial, LLC More: the full row for Michels Family Financial, LLC 25,638 $502K 0.46% 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 25,617 $502K 0.01% 0 13F-HR Timeline Helium Advisors LLC More: the full row for Helium Advisors LLC 25,536 $500K 0.4% 13F-HR Timeline Morling Financial Advisors, LLC More: the full row for Morling Financial Advisors, LLC 25,530 $500K 0.17% +452 13F-HR Timeline Poplar Forest Capital LLC More: the full row for Poplar Forest Capital LLC 25,450 $499K 0.09% -1,000 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 25,424 $498K 0.05% +469 13F-HR Timeline Stillwater Wealth Management Group More: the full row for Stillwater Wealth Management Group 25,415 $498K 0.45% 13F-HR Timeline FLYNN ZITO CAPITAL MANAGEMENT, LLC More: the full row for FLYNN ZITO CAPITAL MANAGEMENT, LLC 25,414 $498K 0.23% +296 13F-HR Timeline Scarborough Advisors, LLC More: the full row for Scarborough Advisors, LLC 25,391 $497K 0.07% +1,752 13F-HR Timeline NEVILLE RODIE & SHAW INC More: the full row for NEVILLE RODIE & SHAW INC 25,381 $497K 0.04% 0 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 25,229 $494K 0.02% 0 13F-HR Timeline TrinityPoint Wealth, LLC More: the full row for TrinityPoint Wealth, LLC 25,194 $494K 0.07% +772 13F-HR Timeline Financial Partners Group, Inc More: the full row for Financial Partners Group, Inc 25,014 $490K 0.07% +434 13F-HR Timeline SCHULHOFF & CO INC More: the full row for SCHULHOFF & CO INC 25,000 $490K 0.18% 0 13F-HR Timeline Inspire Advisors, LLC in group Inspire Investing, LLC More: the full row for Inspire Advisors, LLC 24,796 $486K 0.06% +1,974 13F-HR Timeline Group Sabal Trust CO More: the full row for Sabal Trust CO 24,765 $485K 0.03% 0 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 24,740 $485K 0.05% new 13F-HR Timeline NICOLET ADVISORY SERVICES, LLC in group NICOLET BANKSHARES INC More: the full row for NICOLET ADVISORY SERVICES, LLC 24,952 $485K 0.04% +5,052 13F-HR Timeline Group FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 24,646 $483K 0.02% 0 13F-HR Timeline Group Alliance Wealth Advisors, LLC More: the full row for Alliance Wealth Advisors, LLC 24,619 $482K 0.28% 0 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 24,530 $481K 0.01% +11,844 13F-HR/A Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 24,523 $480K 0.01% -160 13F-HR Timeline Group Partners Group Holding AG More: the full row for Partners Group Holding AG 24,342 $477K 0.02% -3,213 13F-HR Timeline Canton Hathaway, LLC More: the full row for Canton Hathaway, LLC 24,000 $470K 0.12% 0 13F-HR Timeline AIRE ADVISORS, LLC More: the full row for AIRE ADVISORS, LLC 23,964 $469K 0.1% +4,341 13F-HR Timeline BIP Wealth, LLC More: the full row for BIP Wealth, LLC 23,905 $468K 0.03% new 13F-HR Timeline FIDUCIARY FINANCIAL GROUP, LLC More: the full row for FIDUCIARY FINANCIAL GROUP, LLC 24,049 $467K 0.1% -322 13F-HR Timeline C2C Wealth Management, LLC More: the full row for C2C Wealth Management, LLC 23,797 $466K 0.43% 0 13F-HR Timeline Laird Norton Wetherby Wealth Management… More: the full row for Laird Norton Wetherby Wealth Management, LLC 23,608 $462K 0.02% +100 13F-HR Timeline Redhawk Wealth Advisors, Inc. More: the full row for Redhawk Wealth Advisors, Inc. 23,591 $462K 0.06% -11,683 13F-HR Timeline Magnus Financial Group LLC More: the full row for Magnus Financial Group LLC 23,575 $462K 0.04% +2,120 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 23,535 $461K 0.01% 0 13F-HR Timeline Group Capital Market Strategies LLC More: the full row for Capital Market Strategies LLC 23,455 $459K 0.26% +1,000 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 23,419 $459K 0.01% +11,636 13F-HR/A Timeline SVB WEALTH LLC More: the full row for SVB WEALTH LLC 23,374 $458K 0.01% new 13F-HR Timeline THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 23,183 $454K 0.03% +628 13F-HR Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 23,139 $453K 0.12% +9,922 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 23,000 $451K 0.29% 13F-HR Timeline 1ST SOURCE BANK More: the full row for 1ST SOURCE BANK 22,994 $450K 0.03% 0 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 23,080 $448K 0.02% -1,476 13F-HR Timeline Laidlaw Wealth Management LLC More: the full row for Laidlaw Wealth Management LLC 22,875 $448K 0.2% +2,575 13F-HR Timeline Bleakley Financial Group, LLC More: the full row for Bleakley Financial Group, LLC 22,818 $447K 0.01% -2,844 13F-HR Timeline Summit Financial Wealth Advisors, LLC More: the full row for Summit Financial Wealth Advisors, LLC 21,441 $445K 0.09% +437 13F-HR Timeline MADDEN SECURITIES Corp More: the full row for MADDEN SECURITIES Corp 22,602 $443K 0.18% 0 13F-HR Timeline Signature Wealth Management Partners, L… More: the full row for Signature Wealth Management Partners, LLC 22,577 $442K 0.3% +299 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 22,574 $442K <0.01% -1 13F-HR Timeline Group PRIMORIS WEALTH ADVISORS, LLC More: the full row for PRIMORIS WEALTH ADVISORS, LLC 22,500 $441K 0.34% 0 13F-HR Timeline E&G Advisors, LLC More: the full row for E&G Advisors, LLC 22,319 $437K 0.12% +1 13F-HR Timeline Atlas Private Wealth Advisors More: the full row for Atlas Private Wealth Advisors 22,222 $435K 0.06% +366 13F-HR Timeline Papamarkou Wellner Asset Management inc. More: the full row for Papamarkou Wellner Asset Management inc. 22,108 $433K 0.3% 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 22,063 $432K 0.04% -1,799 13F-HR Timeline Nicholas Hoffman & Company, LLC. More: the full row for Nicholas Hoffman & Company, LLC. 21,920 $429K 0.02% new 13F-HR/A Timeline The filing omitted confidential holdings, a later amendment may add them. Belfer Management LLC More: the full row for Belfer Management LLC 21,882 $429K 6.82% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Aveo Capital Partners, LLC More: the full row for Aveo Capital Partners, LLC 21,839 $428K 0.05% -9,948 13F-HR Timeline WALLED LAKE PLANNING & WEALTH MANAGEMEN… More: the full row for WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC 21,734 $426K 0.16% -2,430 13F-HR Timeline Florida Trust Wealth Management Co More: the full row for Florida Trust Wealth Management Co 21,725 $426K 0.01% 0 13F-HR Timeline Ethos Financial Group, LLC More: the full row for Ethos Financial Group, LLC 21,622 $424K 0.06% +1,304 13F-HR Timeline NORTHWEST WEALTH MANAGEMENT, LLC More: the full row for NORTHWEST WEALTH MANAGEMENT, LLC 21,586 $423K 0.09% new 13F-HR Timeline MOSAIC FAMILY WEALTH PARTNERS, LLC More: the full row for MOSAIC FAMILY WEALTH PARTNERS, LLC 21,572 $423K 0.06% -445 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 21,549 $422K 0.04% -289 13F-HR Timeline WHITE PINE CAPITAL LLC More: the full row for WHITE PINE CAPITAL LLC 21,180 $415K 0.14% +3,105 13F-HR Timeline Heritage Trust Co More: the full row for Heritage Trust Co 21,040 $412K 0.05% 13F-HR Timeline Christopher J. Hasenberg, Inc More: the full row for Christopher J. Hasenberg, Inc 21,000 $411K 0.17% 0 13F-HR Timeline AFFINITY WEALTH MANAGEMENT LLC More: the full row for AFFINITY WEALTH MANAGEMENT LLC 20,997 $411K 0.07% -3 13F-HR Timeline Sage Capital Management, LLC More: the full row for Sage Capital Management, LLC 20,989 $411K 0.21% +739 13F-HR Timeline Jaffetilchin Investment Partners, LLC More: the full row for Jaffetilchin Investment Partners, LLC 20,801 $407K 0.03% -2,247 13F-HR Timeline Edgemoor Investment Advisors, Inc. More: the full row for Edgemoor Investment Advisors, Inc. 20,620 $404K 0.04% 0 13F-HR Timeline Breakwater Capital Group More: the full row for Breakwater Capital Group 20,606 $404K 0.08% new 13F-HR Timeline WOODWARD DIVERSIFIED CAPITAL, LLC More: the full row for WOODWARD DIVERSIFIED CAPITAL, LLC 20,582 $403K 0.3% -3,057 13F-HR Timeline Legacy Financial Strategies, LLC More: the full row for Legacy Financial Strategies, LLC 20,391 $402K 0.09% +2,000 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 20,389 $399K <0.01% +596 13F-HR Timeline YARGER WEALTH STRATEGIES, LLC More: the full row for YARGER WEALTH STRATEGIES, LLC 20,225 $396K 0.23% +722 13F-HR Timeline Aldebaran Financial Inc. More: the full row for Aldebaran Financial Inc. 20,225 $396K 0.46% 0 13F-HR Timeline MATRIX PRIVATE CAPITAL GROUP LLC More: the full row for MATRIX PRIVATE CAPITAL GROUP LLC 20,043 $393K 0.22% 0 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 19,990 $392K 0.01% +4,126 13F-HR Timeline ACT WEALTH MANAGEMENT, LLC More: the full row for ACT WEALTH MANAGEMENT, LLC 19,970 $391K 0.18% -570 13F-HR Timeline Cypress Capital Management LLC (WY) More: the full row for Cypress Capital Management LLC (WY) 19,900 $390K 0.45% 0 13F-HR Timeline MATTERN CAPITAL MANAGEMENT, LLC More: the full row for MATTERN CAPITAL MANAGEMENT, LLC 19,897 $390K 0.05% 0 13F-HR Timeline STRATEGY ASSET MANAGERS LLC More: the full row for STRATEGY ASSET MANAGERS LLC 19,734 $387K 0.07% +1,107 13F-HR Timeline HARMONY ASSET MANAGEMENT LLC More: the full row for HARMONY ASSET MANAGEMENT LLC 19,676 $385K 0.15% -21 13F-HR Timeline KENNEDY INVESTMENT GROUP, INC. More: the full row for KENNEDY INVESTMENT GROUP, INC. 19,645 $385K 0.17% +337 13F-HR Timeline Total Clarity Wealth Management, Inc. More: the full row for Total Clarity Wealth Management, Inc. 19,632 $385K 0.13% +167 13F-HR Timeline Bedel Financial Consulting, Inc. More: the full row for Bedel Financial Consulting, Inc. 18,433 $383K 0.05% new 13F-HR Timeline WMS Partners, LLC More: the full row for WMS Partners, LLC 19,554 $383K 0.02% new 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 19,442 $381K 0.01% 13F-HR Timeline Tranquility Partners, LLC More: the full row for Tranquility Partners, LLC 19,233 $377K 0.14% +331 13F-HR Timeline Westover Capital Advisors, LLC More: the full row for Westover Capital Advisors, LLC 19,200 $376K 0.08% 0 13F-HR Timeline NWF Advisory Services Inc. More: the full row for NWF Advisory Services Inc. 19,155 $375K 0.05% new 13F-HR Timeline FLC Capital Advisors More: the full row for FLC Capital Advisors 19,000 $372K 0.09% +6,000 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 18,955 $371K 0.02% -40 13F-HR Timeline Sunbeam Capital Management, LLC More: the full row for Sunbeam Capital Management, LLC 18,845 $369K 0.34% 13F-HR/A Timeline Marble Harbor Investment Counsel, LLC More: the full row for Marble Harbor Investment Counsel, LLC 18,825 $369K 0.04% +3,025 13F-HR Timeline AM INVESTMENT STRATEGIES LLC More: the full row for AM INVESTMENT STRATEGIES LLC 18,696 $366K 0.09% -57 13F-HR Timeline Foster Victor Wealth Advisors, LLC More: the full row for Foster Victor Wealth Advisors, LLC 18,033 $366K 0.03% +26 13F-HR Timeline Salvus Wealth Management, LLC More: the full row for Salvus Wealth Management, LLC 18,625 $365K 0.23% +8 13F-HR Timeline United Advisor Group, LLC More: the full row for United Advisor Group, LLC 18,540 $363K 0.07% +534 13F-HR Timeline Opus Capital Group, LLC More: the full row for Opus Capital Group, LLC 18,399 $360K 0.05% 0 13F-HR Timeline Mills Wealth Advisors LLC More: the full row for Mills Wealth Advisors LLC 18,325 $359K 0.2% +6,970 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 18,321 $359K 0.12% -6,100 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Grey Fox Wealth Advisors, LLC More: the full row for Grey Fox Wealth Advisors, LLC 18,307 $359K 0.1% +122 13F-HR Timeline Financial Advocates Investment Manageme… More: the full row for Financial Advocates Investment Management 18,235 $357K 0.02% +2,006 13F-HR Timeline Cadent Capital Advisors, LLC More: the full row for Cadent Capital Advisors, LLC 18,208 $357K 0.12% +161 13F-HR Timeline VISTA INVESTMENT PARTNERS LLC More: the full row for VISTA INVESTMENT PARTNERS LLC 18,147 $356K 0.11% -5,275 13F-HR Timeline Fairvoy Private Wealth, LLC More: the full row for Fairvoy Private Wealth, LLC 18,072 $354K 0.09% 13F-HR Timeline 49 WEALTH MANAGEMENT, LLC More: the full row for 49 WEALTH MANAGEMENT, LLC 18,022 $353K 0.05% -2,777 13F-HR Timeline Alpine Global Management, LLC More: the full row for Alpine Global Management, LLC 18,000 $353K 0.11% new 13F-HR/A Timeline Quadcap Wealth Management, LLC More: the full row for Quadcap Wealth Management, LLC 17,971 $352K 0.05% -1,084 13F-HR Timeline Tyche Wealth Partners LLC More: the full row for Tyche Wealth Partners LLC 17,887 $350K 0.07% +1,873 13F-HR Timeline Verity & Verity, LLC More: the full row for Verity & Verity, LLC 17,878 $350K 0.03% 0 13F-HR Timeline RiverGlades Family Offices LLC More: the full row for RiverGlades Family Offices LLC 17,850 $350K 0.25% 0 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 17,702 $347K 0.01% +166 13F-HR Timeline Invst, LLC More: the full row for Invst, LLC 17,647 $346K 0.04% 0 13F-HR Timeline OXFORD FINANCIAL GROUP, LTD. LLC More: the full row for OXFORD FINANCIAL GROUP, LTD. LLC 17,602 $345K 0.02% -5,014 13F-HR Timeline Old North State Trust, LLC More: the full row for Old North State Trust, LLC 17,547 $344K 0.22% -1,399 13F-HR Timeline Aspen Wealth Management LLC More: the full row for Aspen Wealth Management LLC 17,553 $344K 0.1% +301 13F-HR Timeline LEVIN CAPITAL STRATEGIES, L.P. More: the full row for LEVIN CAPITAL STRATEGIES, L.P. 17,534 $343K 0.03% -15,867 13F-HR Timeline RiverTree Advisors, LLC More: the full row for RiverTree Advisors, LLC 17,500 $343K 0.23% 0 13F-HR Timeline Van Hulzen Asset Management, LLC More: the full row for Van Hulzen Asset Management, LLC 17,420 $341K 0.02% +300 13F-HR Timeline HTLF Bank More: the full row for HTLF Bank 17,415 $341K 0.04% 0 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 17,381 $340K 0.03% -6,832 13F-HR Timeline Rinkey Investments More: the full row for Rinkey Investments 17,376 $340K 0.11% new 13F-HR Timeline Fortitude Advisory Group L.L.C. More: the full row for Fortitude Advisory Group L.L.C. 17,300 $339K 0.2% -1,239 13F-HR Timeline Saxony Capital Management, LLC More: the full row for Saxony Capital Management, LLC 17,265 $338K 0.3% +301 13F-HR Timeline FINANCIAL COUNSELORS INC More: the full row for FINANCIAL COUNSELORS INC 17,224 $337K <0.01% -930 13F-HR Timeline CapWealth Advisors, LLC More: the full row for CapWealth Advisors, LLC 17,125 $335K 0.04% new 13F-HR Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 17,084 $335K <0.01% -4,587 13F-HR Timeline Group Van Cleef Asset Management,Inc More: the full row for Van Cleef Asset Management,Inc 17,090 $335K 0.04% -2,620 13F-HR Timeline SkyOak Wealth, LLC More: the full row for SkyOak Wealth, LLC 17,090 $335K 0.07% 0 13F-HR Timeline Highlander Partners, L.P. More: the full row for Highlander Partners, L.P. 17,080 $335K 0.19% 0 13F-HR Timeline Pinnacle Financial Partners Inc More: the full row for Pinnacle Financial Partners Inc 17,074 $334K 0.01% -27,273 13F-HR Timeline Retirement Investment Advisors, Inc. More: the full row for Retirement Investment Advisors, Inc. 17,072 $334K 0.04% 0 13F-HR Timeline AlphaStar Capital Management, LLC More: the full row for AlphaStar Capital Management, LLC 17,062 $334K 0.03% +363 13F-HR Timeline Register Financial Advisors LLC More: the full row for Register Financial Advisors LLC 17,036 $334K 0.17% +2 13F-HR Timeline Leisure Capital Management More: the full row for Leisure Capital Management 17,000 $333K 0.13% 0 13F-HR Timeline PRIVATE CLIENT SERVICES, LLC More: the full row for PRIVATE CLIENT SERVICES, LLC 16,915 $331K 0.18% +511 13F-HR Timeline KAVAR CAPITAL PARTNERS GROUP, LLC More: the full row for KAVAR CAPITAL PARTNERS GROUP, LLC 16,900 $331K 0.06% 0 13F-HR Timeline INGALLS & SNYDER LLC More: the full row for INGALLS & SNYDER LLC 16,873 $331K 0.01% -1,774 13F-HR Timeline FIRST CITIZENS BANK & TRUST CO More: the full row for FIRST CITIZENS BANK & TRUST CO 16,872 $331K 0.01% +2,857 13F-HR Timeline Almanack Investment Partners, LLC. More: the full row for Almanack Investment Partners, LLC. 16,770 $329K 0.05% +2 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 16,750 $328K 0.02% +218 13F-HR Timeline