SANDERS MORRIS HARRIS LLC More: the full row for SANDERS MORRIS HARRIS LLC 46,000 $461K 0.07% +13,063 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 45,794 $459K 0.05% +4,349 13F-HR/A Timeline Herold Advisors, Inc. More: the full row for Herold Advisors, Inc. 45,779 $459K 0.1% -730 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 45,755 $459K 0.03% -3,416 13F-HR Timeline FINANCIAL COUNSELORS INC More: the full row for FINANCIAL COUNSELORS INC 45,633 $458K 0.01% -780,846 13F-HR Timeline AssuredPartners Investment Advisors, LLC More: the full row for AssuredPartners Investment Advisors, LLC 45,601 $457K 0.09% +3,462 13F-HR Timeline Diversify Advisory Services, LLC in group Diversify Advisory Services, … More: the full row for Diversify Advisory Services, LLC 44,805 $455K 0.03% -3,551 13F-HR Timeline Group BOS Asset Management, LLC More: the full row for BOS Asset Management, LLC 45,110 $452K 0.16% -790 13F-HR Timeline OXFORD FINANCIAL GROUP, LTD. LLC More: the full row for OXFORD FINANCIAL GROUP, LTD. LLC 44,766 $449K 0.03% -4,227 13F-HR Timeline MARIPAU WEALTH MANAGEMENT LLC More: the full row for MARIPAU WEALTH MANAGEMENT LLC 44,742 $449K 0.26% +790 13F-HR Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 44,578 $447K <0.01% -4,350 13F-HR Timeline Group American Alpha Advisors, LLC More: the full row for American Alpha Advisors, LLC 44,506 $446K 0.4% new 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 44,487 $446K 0.05% -21,844 13F-HR Timeline KENNEDY INVESTMENT GROUP, INC. More: the full row for KENNEDY INVESTMENT GROUP, INC. 44,329 $445K 0.21% +940 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 43,949 $441K 0.03% +19,457 13F-HR Timeline Independent Solutions Wealth Management… More: the full row for Independent Solutions Wealth Management, LLC 43,752 $439K 0.1% -12,847 13F-HR Timeline TFG Advisers LLC More: the full row for TFG Advisers LLC 43,553 $437K 0.16% -2,206 13F-HR Timeline CAHILL FINANCIAL ADVISORS INC More: the full row for CAHILL FINANCIAL ADVISORS INC 43,356 $435K 0.06% +10,568 13F-HR Timeline Kaydan Wealth Management, Inc. More: the full row for Kaydan Wealth Management, Inc. 42,912 $430K 0.14% 0 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 42,713 $428K 0.01% +1,302 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 42,645 $428K 0.07% -18,088 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 42,295 $424K 0.02% -362 13F-HR Timeline Financial Advocates Investment Manageme… More: the full row for Financial Advocates Investment Management 42,076 $422K 0.03% -10,235 13F-HR Timeline PLANNING ALTERNATIVES LTD /ADV More: the full row for PLANNING ALTERNATIVES LTD /ADV 41,913 $420K 0.06% +2,462 13F-HR Timeline SkyOak Wealth, LLC More: the full row for SkyOak Wealth, LLC 41,747 $419K 0.09% -182 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 42,762 $416K 0.04% +1,850 13F-HR/A Timeline WNY Asset Management, LLC More: the full row for WNY Asset Management, LLC 41,367 $415K 0.05% +5,762 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 41,104 $412K 0.01% +9,490 13F-HR Timeline Probity Advisors, Inc. More: the full row for Probity Advisors, Inc. 41,078 $412K 0.08% +8,023 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 40,716 $408K 0.01% +18,690 13F-HR Timeline WealthTrust Axiom LLC More: the full row for WealthTrust Axiom LLC 40,554 $407K 0.12% -4,000 13F-HR Timeline Aull & Monroe Investment Management Corp More: the full row for Aull & Monroe Investment Management Corp 40,400 $405K 0.2% -3,500 13F-HR Timeline KINTRA WEALTH, LLC More: the full row for KINTRA WEALTH, LLC 40,335 $405K 0.27% -208 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 40,263 $404K 0.03% -526 13F-HR/A Timeline SEARLE & CO. More: the full row for SEARLE & CO. 40,000 $401K 0.11% 0 13F-HR Timeline Global Assets Advisory, LLC More: the full row for Global Assets Advisory, LLC 43,248 $400K 0.08% new 13F-HR Timeline FOSTER & MOTLEY INC More: the full row for FOSTER & MOTLEY INC 39,906 $400K 0.03% -1,679 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 39,845 $400K 0.02% +20,415 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 39,678 $398K 0.01% -5,670 13F-HR Timeline Redwood Wealth Management Group, LLC More: the full row for Redwood Wealth Management Group, LLC 39,666 $398K 0.2% +1,182 13F-HR Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 39,657 $398K 0.03% -3,116 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 39,648 $398K <0.01% -721 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 39,601 $397K 0.07% -544 13F-HR Timeline Group FAS Wealth Partners, Inc. More: the full row for FAS Wealth Partners, Inc. 39,454 $396K 0.03% +43 13F-HR Timeline Cairn Investment Group, Inc. More: the full row for Cairn Investment Group, Inc. 39,425 $395K 0.22% -2,400 13F-HR Timeline QTR Family Wealth, LLC More: the full row for QTR Family Wealth, LLC 39,251 $394K 0.3% 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 39,090 $392K 0.01% +2,832 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 38,960 $391K 0.02% +2,000 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 38,420 $385K 0.09% +2,594 13F-HR Timeline Waterfront Wealth Inc. More: the full row for Waterfront Wealth Inc. 37,824 $379K 0.09% +24,476 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 37,634 $377K 0.02% -4,497 13F-HR Timeline Trivium Point Advisory, LLC More: the full row for Trivium Point Advisory, LLC 37,541 $377K 0.05% -12,297 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 37,478 $376K 0.01% -10,105 13F-HR Timeline Group Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 37,279 $374K 0.03% -22,473 13F-HR Timeline WealthPlan Investment Management, LLC More: the full row for WealthPlan Investment Management, LLC 37,276 $374K 0.04% +13,573 13F-HR Timeline Arbor Wealth Advisors LLC More: the full row for Arbor Wealth Advisors LLC 37,219 $373K 0.33% 0 13F-HR Timeline Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 37,146 $373K 0.03% -8,319 13F-HR Timeline Group Arete Wealth Advisors, LLC More: the full row for Arete Wealth Advisors, LLC 37,049 $372K 0.03% -2,210 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 36,789 $369K 0.02% +4,556 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 36,499 $366K 0.02% +469 13F-HR Timeline Foguth Wealth Management, LLC. More: the full row for Foguth Wealth Management, LLC. 36,396 $365K 0.09% +1,577 13F-HR Timeline Ring Mountain Capital, LLC More: the full row for Ring Mountain Capital, LLC 36,228 $363K 0.27% -10,366 13F-HR Timeline William B. Walkup & Associates, Inc. More: the full row for William B. Walkup & Associates, Inc. 36,199 $363K 0.22% +735 13F-HR Timeline Sound View Wealth Advisors Group, LLC More: the full row for Sound View Wealth Advisors Group, LLC 36,182 $363K 0.03% +2,628 13F-HR Timeline Clarkston Capital Partners, LLC More: the full row for Clarkston Capital Partners, LLC 36,060 $362K 0.01% 0 13F-HR Timeline Emerald Advisors, LLC More: the full row for Emerald Advisors, LLC 35,945 $361K 0.05% +6,431 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 35,907 $360K 0.02% -47,312 13F-HR Timeline Diligent Investors, LLC More: the full row for Diligent Investors, LLC 35,504 $356K 0.09% -2,102 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 35,491 $356K 0.01% +14,069 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 35,352 $355K 0.03% +17 13F-HR Timeline RKL Wealth Management LLC More: the full row for RKL Wealth Management LLC 35,229 $353K 0.03% +505 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 35,528 $353K 0.16% -1,940 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 35,118 $352K 0.04% +588 13F-HR Timeline V-Square Quantitative Management LLC More: the full row for V-Square Quantitative Management LLC 35,022 $351K 0.05% +73 13F-HR Timeline Kintegral Advisory, LLC in group Kintegral Advisory, LLC More: the full row for Kintegral Advisory, LLC 34,951 $351K 0.04% -117 13F-HR/A Timeline Group Future Financial Wealth Managment LLC More: the full row for Future Financial Wealth Managment LLC 34,844 $349K 0.26% +1,050 13F-HR Timeline HF Advisory Group, LLC More: the full row for HF Advisory Group, LLC 34,573 $347K 0.15% +1,712 13F-HR Timeline Cohen Investment Advisors LLC More: the full row for Cohen Investment Advisors LLC 34,463 $346K 0.2% +206 13F-HR/A Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 34,421 $345K 0.01% +1,933 13F-HR Timeline Hudson Bay Capital Management LP in group Hudson Bay Capital Management… More: the full row for Hudson Bay Capital Management LP 34,190 $343K <0.01% new 13F-HR Timeline Group WFA Asset Management Corp More: the full row for WFA Asset Management Corp 25,807 $343K 0.18% -2,447 13F-HR Timeline SILVERLAKE WEALTH MANAGEMENT LLC More: the full row for SILVERLAKE WEALTH MANAGEMENT LLC 34,145 $342K 0.13% +1,648 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 35,934 $341K 0.01% +11,203 13F-HR Timeline Benin Management CORP More: the full row for Benin Management CORP 34,007 $341K 0.1% -1,093 13F-HR Timeline Sovereign Financial Group, Inc. More: the full row for Sovereign Financial Group, Inc. 33,903 $340K 0.08% +2,344 13F-HR Timeline HERITAGE INVESTORS MANAGEMENT CORP More: the full row for HERITAGE INVESTORS MANAGEMENT CORP 33,858 $340K 0.01% -1,900 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 33,895 $340K 0.05% -18,567 13F-HR Timeline Wernau Asset Management Inc. More: the full row for Wernau Asset Management Inc. 33,851 $340K 0.35% -923 13F-HR Timeline Pines Wealth Management, LLC More: the full row for Pines Wealth Management, LLC 38,904 $338K 0.16% +5,156 13F-HR Timeline Garden State Investment Advisory Servic… More: the full row for Garden State Investment Advisory Services LLC 33,546 $337K 0.11% -1,959 13F-HR Timeline Avantax Planning Partners, Inc. More: the full row for Avantax Planning Partners, Inc. 33,413 $335K 0.01% -4,727 13F-HR Timeline Colonial River Investments, LLC More: the full row for Colonial River Investments, LLC 33,349 $334K 0.18% +484 13F-HR Timeline Cheviot Value Management, LLC More: the full row for Cheviot Value Management, LLC 32,795 $334K 0.04% new 13F-HR Timeline Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 33,181 $333K 0.01% +1,791 13F-HR/A Timeline Inscription Capital, LLC More: the full row for Inscription Capital, LLC 25,059 $333K 0.05% 13F-HR Timeline Quadrant Private Wealth Management, LLC More: the full row for Quadrant Private Wealth Management, LLC 33,176 $333K 0.08% -7,488 13F-HR Timeline Powell Investment Advisors, LLC More: the full row for Powell Investment Advisors, LLC 33,169 $333K 0.16% +429 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 32,743 $328K 0.02% new 13F-HR Timeline 180 WEALTH ADVISORS, LLC More: the full row for 180 WEALTH ADVISORS, LLC 32,677 $328K 0.05% -207 13F-HR Timeline Krilogy Financial LLC More: the full row for Krilogy Financial LLC 32,671 $328K 0.02% +1,428 13F-HR Timeline M3 Advisory Group, LLC More: the full row for M3 Advisory Group, LLC 32,339 $324K 0.26% -106 13F-HR Timeline KILEY JUERGENS WEALTH MANAGEMENT, LLC More: the full row for KILEY JUERGENS WEALTH MANAGEMENT, LLC 32,240 $323K 0.09% -4,472 13F-HR Timeline Generali Investments Towarzystwo Fundus… in group Generali Powszechne Towarzyst… More: the full row for Generali Investments Towarzystwo Funduszy Inwestycyjnych 32,000 $321K 0.2% +4,000 13F-HR Timeline Group Pitti Group Wealth Management, LLC More: the full row for Pitti Group Wealth Management, LLC 31,852 $319K 0.33% +737 13F-HR Timeline Lynx Investment Advisory More: the full row for Lynx Investment Advisory 31,509 $316K 0.21% +589 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 31,401 $315K 0.04% +588 13F-HR Timeline Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 31,372 $315K 0.03% +9,731 13F-HR Timeline FIDUCIARY FINANCIAL GROUP, LLC More: the full row for FIDUCIARY FINANCIAL GROUP, LLC 34,424 $315K 0.07% new 13F-HR Timeline Bank & Trust Co More: the full row for Bank & Trust Co 31,339 $314K 0.26% +11,024 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 31,271 $314K 0.02% -8,422 13F-HR/A Timeline Group South Dakota Investment Council More: the full row for South Dakota Investment Council 31,141 $312K 0.01% 0 13F-HR Timeline City State Bank More: the full row for City State Bank 31,007 $311K 0.1% -1,100 13F-HR Timeline Marathon Trading Investment Management … in group Marathon Trading Investment M… More: the full row for Marathon Trading Investment Management LLC 31,000 $311K 0.17% +19,000 13F-HR Timeline Group CAISSE DES DEPOTS ET CONSIGNATIONS More: the full row for CAISSE DES DEPOTS ET CONSIGNATIONS 30,840 $309K 0.01% -350,294 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 30,836 $309K 0.03% +12,957 13F-HR Timeline Acorn Wealth Advisors, LLC More: the full row for Acorn Wealth Advisors, LLC 30,673 $308K 0.13% -8,152 13F-HR Timeline MBB PUBLIC MARKETS I LLC More: the full row for MBB PUBLIC MARKETS I LLC 30,625 $307K 0.04% new 13F-HR/A Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 30,622 $307K 0.02% +11,409 13F-HR Timeline CAROLINAS WEALTH CONSULTING LLC More: the full row for CAROLINAS WEALTH CONSULTING LLC 30,524 $306K 0.07% +1,372 13F-HR Timeline CAXTON ASSOCIATES LLP More: the full row for CAXTON ASSOCIATES LLP 30,320 $304K 0.01% 13F-HR Timeline FLYNN ZITO CAPITAL MANAGEMENT, LLC More: the full row for FLYNN ZITO CAPITAL MANAGEMENT, LLC 30,315 $304K 0.14% +6,011 13F-HR Timeline Northwest Bancshares, Inc. More: the full row for Northwest Bancshares, Inc. 30,313 $304K 0.06% -1,769 13F-HR Timeline BURNEY CO/ More: the full row for BURNEY CO/ 30,219 $303K 0.01% +1,988 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 30,169 $303K <0.01% +617 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 30,119 $302K 0.03% +8,212 13F-HR Timeline Busey Bank More: the full row for Busey Bank 30,106 $302K 0.01% -1,313 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 30,106 $302K 0.07% 0 13F-HR Timeline Asset Allocation & Management Company, … More: the full row for Asset Allocation & Management Company, LLC 30,000 $301K 0.15% 0 13F-HR Timeline EAGLE ROCK INVESTMENT COMPANY, LLC More: the full row for EAGLE ROCK INVESTMENT COMPANY, LLC 30,000 $301K 0.05% 0 13F-HR Timeline Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 29,707 $298K 0.06% +2,739 13F-HR Timeline JBR Co Financial Management Inc More: the full row for JBR Co Financial Management Inc 29,691 $298K 0.17% 0 13F-HR Timeline Cutter & CO Brokerage, Inc. More: the full row for Cutter & CO Brokerage, Inc. 29,687 $298K 0.07% +223 13F-HR Timeline TRUE Private Wealth Advisors More: the full row for TRUE Private Wealth Advisors 29,422 $295K 0.04% +544 13F-HR Timeline WealthCare Investment Partners, LLC More: the full row for WealthCare Investment Partners, LLC 31,146 $295K 0.13% +11,854 13F-HR Timeline Gryphon Financial Partners LLC More: the full row for Gryphon Financial Partners LLC 29,398 $295K 0.04% +615 13F-HR Timeline OSSIAM More: the full row for OSSIAM 29,275 $294K <0.01% -1,012,229 13F-HR Timeline Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 29,133 $292K 0.01% -4,861 13F-HR Timeline Allegiance Financial Group Advisory Ser… More: the full row for Allegiance Financial Group Advisory Services LLC 29,133 $292K 0.09% -9,030 13F-HR Timeline William Mack & Associates, Inc. More: the full row for William Mack & Associates, Inc. 29,056 $291K 0.25% +217 13F-HR Timeline OSTRUM ASSET MANAGEMENT More: the full row for OSTRUM ASSET MANAGEMENT 29,019 $291K 0.02% -768 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 28,691 $288K 0.01% +786 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 30,659 $286K 0.01% +15,822 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 28,467 $286K <0.01% +5,629 13F-HR Timeline PANAGORA ASSET MANAGEMENT INC More: the full row for PANAGORA ASSET MANAGEMENT INC 28,432 $285K <0.01% +1 13F-HR Timeline Daiichi Life Insurance Co., Ltd. in group Daiichi Life Insurance Co., L… More: the full row for Daiichi Life Insurance Co., Ltd. 28,345 $284K 0.01% 0 13F-HR Timeline Group LBP AM SA More: the full row for LBP AM SA 28,337 $284K <0.01% -2,064 13F-HR Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 28,310 $284K 0.02% -18,262 13F-HR Timeline Carrera Capital Advisors More: the full row for Carrera Capital Advisors 28,220 $283K 0.06% +197 13F-HR Timeline MPS Loria Financial Planners, LLC More: the full row for MPS Loria Financial Planners, LLC 28,217 $283K 0.08% +5,305 13F-HR Timeline Tyler-Stone Wealth Management More: the full row for Tyler-Stone Wealth Management 28,171 $283K 0.05% +432 13F-HR Timeline SS&H Financial Advisors, Inc. More: the full row for SS&H Financial Advisors, Inc. 28,050 $281K 0.1% -5,400 13F-HR Timeline LODESTAR PRIVATE ASSET MANAGEMENT LLC More: the full row for LODESTAR PRIVATE ASSET MANAGEMENT LLC 27,758 $278K 0.04% +1,758 13F-HR Timeline KCM INVESTMENT ADVISORS LLC More: the full row for KCM INVESTMENT ADVISORS LLC 27,678 $278K 0.01% -2,821 13F-HR Timeline White Pine Investment CO More: the full row for White Pine Investment CO 27,576 $277K 0.07% -3,500 13F-HR Timeline Lineweaver Wealth Advisors, LLC More: the full row for Lineweaver Wealth Advisors, LLC 27,555 $276K 0.05% +1,142 13F-HR Timeline Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 29,588 $276K 0.05% +2,383 13F-HR Timeline International Private Wealth Advisors L… More: the full row for International Private Wealth Advisors LLC 27,518 $276K 0.26% -728 13F-HR Timeline Carnegie Investment Counsel More: the full row for Carnegie Investment Counsel 29,843 $276K 0.01% +8,744 13F-HR Timeline Capstone Financial Advisors, Inc. More: the full row for Capstone Financial Advisors, Inc. 27,388 $275K 0.02% -585 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 27,380 $275K 0.01% +3,111 13F-HR Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 28,338 $273K 0.04% +6,825 13F-HR Timeline L.M. KOHN & COMPANY More: the full row for L.M. KOHN & COMPANY 27,198 $273K 0.07% -1,779 13F-HR Timeline APPLETON PARTNERS INC/MA More: the full row for APPLETON PARTNERS INC/MA 27,135 $272K 0.02% 0 13F-HR Timeline RB Capital Management, LLC More: the full row for RB Capital Management, LLC 27,059 $271K 0.07% -611 13F-HR Timeline BERKSHIRE ASSET MANAGEMENT LLC/PA More: the full row for BERKSHIRE ASSET MANAGEMENT LLC/PA 26,332 $271K 0.01% 0 13F-HR Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 26,947 $270K <0.01% -4,268 13F-HR Timeline Group SHELTON CAPITAL MANAGEMENT More: the full row for SHELTON CAPITAL MANAGEMENT 26,824 $269K 0.01% 0 13F-HR Timeline Stockman Wealth Management, Inc. More: the full row for Stockman Wealth Management, Inc. 26,648 $267K 0.04% 0 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 26,596 $267K 0.01% +10,329 13F-HR Timeline FineMark National Bank & Trust More: the full row for FineMark National Bank & Trust 26,383 $265K 0.01% +447 13F-HR Timeline Curated Wealth Partners LLC More: the full row for Curated Wealth Partners LLC 26,340 $264K 0.03% 0 13F-HR Timeline MOODY NATIONAL BANK TRUST DIVISION in group MOODY NATIONAL BANK TRUST DIV… More: the full row for MOODY NATIONAL BANK TRUST DIVISION 26,302 $264K 0.03% +581 13F-HR Timeline Group HANCOCK WHITNEY CORP More: the full row for HANCOCK WHITNEY CORP 26,292 $264K 0.01% +3,927 13F-HR Timeline Greenhouse Wealth Management, LLC More: the full row for Greenhouse Wealth Management, LLC 26,264 $263K 0.2% +400 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 26,204 $263K 0.01% -2,800 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 26,203 $263K 0.03% -3,444 13F-HR Timeline MSH Capital Advisors LLC More: the full row for MSH Capital Advisors LLC 26,155 $262K 0.08% -755 13F-HR Timeline Virtue Capital Management, LLC More: the full row for Virtue Capital Management, LLC 26,091 $262K 0.03% +2,083 13F-HR Timeline SteelPeak Wealth, LLC More: the full row for SteelPeak Wealth, LLC 26,135 $262K 0.01% +5,828 13F-HR Timeline RIDGECREST WEALTH PARTNERS, LLC More: the full row for RIDGECREST WEALTH PARTNERS, LLC 26,084 $262K 0.14% +253 13F-HR Timeline Annex Advisory Services, LLC More: the full row for Annex Advisory Services, LLC 25,993 $261K 0.01% -8,729 13F-HR Timeline POTENTIA WEALTH More: the full row for POTENTIA WEALTH 25,817 $259K 0.12% -8,996 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 25,734 $258K 0.02% -5,914 13F-HR Timeline Grandview Asset Management LLC More: the full row for Grandview Asset Management LLC 25,745 $258K 0.1% -1,396 13F-HR Timeline Royal Fund Management, LLC More: the full row for Royal Fund Management, LLC 25,661 $257K 0.03% +150 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 25,654 $257K 0.04% +547 13F-HR Timeline Washington Trust Bank More: the full row for Washington Trust Bank 25,571 $256K 0.03% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Weaver Capital Management LLC More: the full row for Weaver Capital Management LLC 25,467 $255K 0.07% -12,831 13F-HR Timeline MeadowBrook Investment Advisors LLC More: the full row for MeadowBrook Investment Advisors LLC 25,426 $255K 0.24% +10,150 13F-HR Timeline OPTIMA CAPITAL LLC More: the full row for OPTIMA CAPITAL LLC 25,424 $255K 0.16% +3,162 13F-HR Timeline CARRET ASSET MANAGEMENT, LLC More: the full row for CARRET ASSET MANAGEMENT, LLC 25,347 $254K 0.03% -3,010 13F-HR Timeline Empower Advisory Group, LLC More: the full row for Empower Advisory Group, LLC 25,285 $254K <0.01% +3,405 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 25,280 $254K 0.01% -8,916 13F-HR/A Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 25,207 $253K 0.07% -5,000 13F-HR Timeline Livforsakringsbolaget Skandia, Omsesidi… More: the full row for Livforsakringsbolaget Skandia, Omsesidigt 25,169 $252K 0.01% 0 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 25,104 $252K 0.02% -3,063 13F-HR Timeline AMG National Trust Bank More: the full row for AMG National Trust Bank 25,100 $252K 0.01% 0 13F-HR Timeline Sculati Wealth Management, LLC More: the full row for Sculati Wealth Management, LLC 25,091 $252K 0.1% -4,950 13F-HR Timeline Greystone Financial Group, LLC More: the full row for Greystone Financial Group, LLC 24,948 $250K 0.05% +218 13F-HR Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 24,879 $250K 0.06% -339 13F-HR Timeline