OSTRUM ASSET MANAGEMENT More: the full row for OSTRUM ASSET MANAGEMENT 29,228 $406K 0.02% 0 13F-HR Timeline Catalyst Capital Advisors LLC More: the full row for Catalyst Capital Advisors LLC 29,006 $403K 0.01% +19,478 13F-HR Timeline J. Goldman & Co LP More: the full row for J. Goldman & Co LP 28,983 $403K 0.01% new 13F-HR Timeline Cohen Investment Advisors LLC More: the full row for Cohen Investment Advisors LLC 28,821 $401K 0.18% -4,602 13F-HR Timeline Benin Management CORP More: the full row for Benin Management CORP 28,807 $400K 0.08% -1,000 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 28,693 $399K 0.03% -219 13F-HR Timeline JBR Co Financial Management Inc More: the full row for JBR Co Financial Management Inc 28,692 $399K 0.15% -1,000 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 28,575 $397K 0.01% +1,831 13F-HR Timeline Group HERITAGE INVESTORS MANAGEMENT CORP More: the full row for HERITAGE INVESTORS MANAGEMENT CORP 28,535 $397K 0.01% -100 13F-HR Timeline Sterling Investment Counsel, LLC More: the full row for Sterling Investment Counsel, LLC 28,449 $395K 0.09% +2,981 13F-HR Timeline Integrity Advisory Solutions, LLC More: the full row for Integrity Advisory Solutions, LLC 28,437 $395K 0.04% new 13F-HR Timeline WNY Asset Management, LLC More: the full row for WNY Asset Management, LLC 28,386 $395K 0.04% -7,788 13F-HR Timeline Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 28,326 $394K 0.02% -10,245 13F-HR Timeline Group NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 28,266 $393K 0.03% +14,554 13F-HR Timeline International Private Wealth Advisors L… More: the full row for International Private Wealth Advisors LLC 27,967 $389K 0.2% -11,969 13F-HR Timeline IRON Financial LLC More: the full row for IRON Financial LLC 27,937 $388K 0.16% +1,041 13F-HR Timeline Curated Wealth Partners LLC More: the full row for Curated Wealth Partners LLC 27,737 $386K 0.04% +2,506 13F-HR/A Timeline Capstone Financial Advisors, Inc. More: the full row for Capstone Financial Advisors, Inc. 27,578 $383K 0.02% -493 13F-HR Timeline Herold Advisors, Inc. More: the full row for Herold Advisors, Inc. 27,659 $383K 0.08% -4,318 13F-HR Timeline Aldebaran Capital, LLC More: the full row for Aldebaran Capital, LLC 27,500 $382K 0.29% 0 13F-HR Timeline BARR E S & CO More: the full row for BARR E S & CO 27,375 $381K 0.02% 0 13F-HR Timeline LVW Advisors, LLC More: the full row for LVW Advisors, LLC 27,224 $378K 0.03% +8,583 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 27,138 $377K <0.01% -11,966 13F-HR Timeline COFG Advisors, LLC More: the full row for COFG Advisors, LLC 26,893 $374K 0.06% -208 13F-HR Timeline South Dakota Investment Council More: the full row for South Dakota Investment Council 26,841 $373K 0.01% 0 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 26,584 $370K 0.02% -1,297 13F-HR Timeline Nikulski Financial, Inc. More: the full row for Nikulski Financial, Inc. 26,556 $369K 0.08% +14,451 13F-HR Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 26,489 $368K 0.02% -31,820 13F-HR Timeline Avestar Capital, LLC More: the full row for Avestar Capital, LLC 26,432 $367K 0.02% +227 13F-HR Timeline INVESTED ADVISORS More: the full row for INVESTED ADVISORS 26,403 $367K 0.32% -29 13F-HR Timeline Aspire Growth Partners LLC More: the full row for Aspire Growth Partners LLC 26,307 $366K 0.21% -9,278 13F-HR Timeline JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 26,201 $364K <0.01% -6,001 13F-HR Timeline Midwest Trust Co More: the full row for Midwest Trust Co 26,153 $364K <0.01% -4,407 13F-HR Timeline Plancorp, LLC More: the full row for Plancorp, LLC 26,216 $363K 0.01% +8,239 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 26,118 $363K 0.02% -1,432 13F-HR Timeline AMG National Trust Bank More: the full row for AMG National Trust Bank 26,118 $363K 0.01% -1,000 13F-HR Timeline Generali Investments CEE, investicni sp… More: the full row for Generali Investments CEE, investicni spolecnost, a.s. 26,000 $361K 0.02% 0 13F-HR Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 25,978 $361K 0.02% +3,923 13F-HR Timeline Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 25,815 $359K 0.05% -1,907 13F-HR Timeline Douglas Lane & Associates, LLC More: the full row for Douglas Lane & Associates, LLC 25,785 $358K <0.01% -277,533 13F-HR Timeline Benchmark Financial Wealth Advisors, LLC More: the full row for Benchmark Financial Wealth Advisors, LLC 25,719 $357K 0.09% +4,782 13F-HR Timeline Abacus Planning Group, Inc. More: the full row for Abacus Planning Group, Inc. 25,695 $357K 0.04% -668 13F-HR Timeline CALTON & ASSOCIATES, INC. More: the full row for CALTON & ASSOCIATES, INC. 25,685 $357K 0.05% -26,533 13F-HR Timeline DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 25,642 $356K 0.01% -26,731 13F-HR Timeline Perpetual Ltd in group Perpetual Ltd More: the full row for Perpetual Ltd 25,557 $355K 0.01% 0 13F-HR Timeline Group Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 23,659 $354K 0.03% -1,789 13F-HR Timeline Capital Asset Advisory Services LLC More: the full row for Capital Asset Advisory Services LLC 25,370 $353K 0.01% +13,460 13F-HR Timeline 180 WEALTH ADVISORS, LLC More: the full row for 180 WEALTH ADVISORS, LLC 25,262 $351K 0.04% -600 13F-HR Timeline J.M. Arbour, LLC More: the full row for J.M. Arbour, LLC 25,148 $350K 0.3% +5,055 13F-HR Timeline Supplemental Annuity Collective Trust o… More: the full row for Supplemental Annuity Collective Trust of NJ 25,103 $349K 0.09% -1,396 13F-HR Timeline Syverson Strege & Co More: the full row for Syverson Strege & Co 25,077 $349K 0.08% -2,595 13F-HR Timeline Garde Capital, Inc. More: the full row for Garde Capital, Inc. 25,046 $348K 0.02% +10 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 25,021 $348K 0.04% -4,763 13F-HR Timeline Lionsbridge Wealth Management LLC More: the full row for Lionsbridge Wealth Management LLC 25,011 $348K 0.34% new 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 25,008 $348K 0.03% +2,723 13F-HR Timeline Group Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 24,968 $347K 0.01% -4,181 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 24,949 $347K 0.02% +1,525 13F-HR Timeline Legacy Financial Group LLC More: the full row for Legacy Financial Group LLC 24,839 $345K 0.04% +626 13F-HR Timeline Maloon Powers Pitre Higgins & Dennehy, … More: the full row for Maloon Powers Pitre Higgins & Dennehy, LLC 24,811 $345K 0.12% 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 24,785 $345K 0.01% +1,673 13F-HR Timeline Financial Advisors Network, Inc. More: the full row for Financial Advisors Network, Inc. 24,738 $344K 0.04% +4,816 13F-HR Timeline Prostatis Group LLC More: the full row for Prostatis Group LLC 24,715 $344K 0.08% +1,724 13F-HR Timeline Curi Capital, LLC More: the full row for Curi Capital, LLC 24,642 $343K 0.01% +2,678 13F-HR Timeline West Family Investments, Inc. More: the full row for West Family Investments, Inc. 24,549 $341K 0.1% new 13F-HR Timeline Quantbot Technologies LP More: the full row for Quantbot Technologies LP 24,467 $340K 0.01% -15,891 13F-HR Timeline JUPITER ASSET MANAGEMENT LTD in group JUPITER ASSET MANAGEMENT LTD More: the full row for JUPITER ASSET MANAGEMENT LTD 24,459 $340K <0.01% -12,991,747 13F-HR Timeline Group HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 24,339 $338K 0.01% +3,926 13F-HR Timeline WealthTrust Axiom LLC More: the full row for WealthTrust Axiom LLC 24,318 $338K 0.08% -4,060 13F-HR Timeline REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 24,168 $336K <0.01% +2,819 13F-HR Timeline Group Willow Creek Capital Management, Inc. More: the full row for Willow Creek Capital Management, Inc. 24,143 $336K 0.33% 13F-HR Timeline Jacksonville Wealth Management, LLC More: the full row for Jacksonville Wealth Management, LLC 24,108 $335K 0.19% 0 13F-HR Timeline WADDELL & ASSOCIATES, LLC More: the full row for WADDELL & ASSOCIATES, LLC 24,002 $334K 0.02% +9,188 13F-HR Timeline Proficio Capital Partners LLC More: the full row for Proficio Capital Partners LLC 23,944 $333K 0.01% new 13F-HR Timeline Family Investment Center, Inc. More: the full row for Family Investment Center, Inc. 23,883 $332K 0.06% -25 13F-HR Timeline DV Trading LLC More: the full row for DV Trading LLC 23,870 $332K 0.03% new 13F-HR Timeline MIRAMONTES CAPITAL, LLC More: the full row for MIRAMONTES CAPITAL, LLC 23,864 $332K 0.1% +12,000 13F-HR Timeline Wernau Asset Management Inc. More: the full row for Wernau Asset Management Inc. 23,805 $331K 0.31% +303 13F-HR Timeline WOODMONT INVESTMENT COUNSEL LLC More: the full row for WOODMONT INVESTMENT COUNSEL LLC 23,793 $331K 0.02% +3 13F-HR Timeline NorthCrest Asset Manangement, LLC More: the full row for NorthCrest Asset Manangement, LLC 24,238 $330K 0.01% new 13F-HR Timeline SUTTON PLACE INVESTORS LLC More: the full row for SUTTON PLACE INVESTORS LLC 23,655 $329K 0.16% -333 13F-HR Timeline White Pine Investment CO More: the full row for White Pine Investment CO 23,593 $328K 0.07% -833 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 23,577 $328K 0.02% +1,885 13F-HR Timeline Townsend & Associates, Inc More: the full row for Townsend & Associates, Inc 23,396 $327K 0.03% +2 13F-HR Timeline LODESTAR PRIVATE ASSET MANAGEMENT LLC More: the full row for LODESTAR PRIVATE ASSET MANAGEMENT LLC 23,543 $327K 0.03% +31 13F-HR Timeline SageGuard Financial Group, LLC More: the full row for SageGuard Financial Group, LLC 23,537 $327K 0.05% -314 13F-HR Timeline First National Bank of Mount Dora, Trus… More: the full row for First National Bank of Mount Dora, Trust Investment Services 23,536 $327K 0.07% +286 13F-HR Timeline CSS LLC/IL More: the full row for CSS LLC/IL 23,530 $327K 0.01% new 13F-HR Timeline Summit Global Investments in group Summit Global Investments More: the full row for Summit Global Investments 23,434 $326K 0.02% new 13F-HR Timeline Group Severin Investments, LLC More: the full row for Severin Investments, LLC 23,415 $325K 0.25% +899 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 23,404 $325K 0.01% -2,927 13F-HR Timeline Group Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 23,371 $325K <0.01% -6,470 13F-HR Timeline Group EFG International AG in group EFG International AG More: the full row for EFG International AG 23,257 $323K 0.01% +827 13F-HR Timeline Group Blueprint Investment Partners LLC in group Blueprint Investment Partners… More: the full row for Blueprint Investment Partners LLC 23,233 $323K 0.03% +3,918 13F-HR Timeline Group Sagewood Asset Management LP More: the full row for Sagewood Asset Management LP 23,210 $323K 0.07% -147 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 23,168 $322K 0.01% +845 13F-HR Timeline Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 23,085 $321K 0.02% -135 13F-HR Timeline Beacon Financial Advisory LLC More: the full row for Beacon Financial Advisory LLC 22,948 $319K 0.06% +2,051 13F-HR Timeline Counterpoint Mutual Funds LLC More: the full row for Counterpoint Mutual Funds LLC 22,860 $318K 0.03% new 13F-HR Timeline Generali Investments, Management Co LLC More: the full row for Generali Investments, Management Co LLC 22,830 $317K 0.07% new 13F-HR Timeline Huntleigh Advisors, Inc. More: the full row for Huntleigh Advisors, Inc. 22,807 $317K 0.04% -220 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 22,795 $317K <0.01% +6,303 13F-HR Timeline Beaton Management Co. Inc. More: the full row for Beaton Management Co. Inc. 22,729 $316K 0.13% +367 13F-HR Timeline Emerald Advisors, LLC More: the full row for Emerald Advisors, LLC 22,726 $316K 0.04% -13,559 13F-HR Timeline SmartHarvest Portfolios, LLC More: the full row for SmartHarvest Portfolios, LLC 22,706 $316K 0.1% +6,492 13F-HR Timeline LexAurum Advisors, LLC More: the full row for LexAurum Advisors, LLC 22,690 $315K 0.04% -43 13F-HR Timeline PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 22,538 $313K <0.01% +8,924 13F-HR Timeline APPLETON PARTNERS INC/MA More: the full row for APPLETON PARTNERS INC/MA 22,505 $313K 0.02% 0 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 22,461 $312K 0.03% +145 13F-HR Timeline Hopwood Nicholas Hunter More: the full row for Hopwood Nicholas Hunter 22,456 $312K 0.09% +208 13F-HR Timeline L2 Asset Management, LLC More: the full row for L2 Asset Management, LLC 22,455 $312K 0.03% +1,360 13F-HR Timeline TOCQUEVILLE ASSET MANAGEMENT L.P. in group TOCQUEVILLE ASSET MANAGEMENT … More: the full row for TOCQUEVILLE ASSET MANAGEMENT L.P. 22,384 $311K <0.01% 0 13F-HR Timeline Group Van Hulzen Asset Management, LLC More: the full row for Van Hulzen Asset Management, LLC 22,327 $310K 0.02% -1,000 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 22,290 $310K 0.02% -3,698 13F-HR Timeline CHILDRESS CAPITAL ADVISORS, LLC More: the full row for CHILDRESS CAPITAL ADVISORS, LLC 22,205 $309K 0.05% -1,668 13F-HR Timeline Meiji Yasuda Asset Management Co Ltd. in group Meiji Yasuda Life Insurance Co More: the full row for Meiji Yasuda Asset Management Co Ltd. 22,160 $308K 0.01% +1,025 13F-HR Timeline Group SAXON INTERESTS, INC. More: the full row for SAXON INTERESTS, INC. 22,127 $308K 0.08% +281 13F-HR Timeline Avantax Planning Partners, Inc. More: the full row for Avantax Planning Partners, Inc. 22,062 $307K 0.01% -1,915 13F-HR Timeline Portside Wealth Group, LLC More: the full row for Portside Wealth Group, LLC 22,010 $306K 0.04% +5,780 13F-HR Timeline Wellington Shields Capital Management, … group of 2 filers holding More: the full row for Wellington Shields Capital Management, LLC 21,922 $305K -850 Timeline Maridea Wealth Management LLC More: the full row for Maridea Wealth Management LLC 21,853 $304K 0.03% new 13F-HR Timeline TCFG Investment Advisors, LLC in group TCFG Investment Advisors, LLC More: the full row for TCFG Investment Advisors, LLC 21,395 $297K 0.1% -575 13F-HR Timeline Group Finer Wealth Management, Inc. More: the full row for Finer Wealth Management, Inc. 21,355 $297K 0.13% +7,659 13F-HR Timeline Diversified Enterprises, LLC More: the full row for Diversified Enterprises, LLC 21,300 $296K 0.01% +131 13F-HR Timeline Bluespring Wealth Management, LLC More: the full row for Bluespring Wealth Management, LLC 21,197 $295K 0.01% +6,983 13F-HR Timeline Steele Capital Management, Inc. More: the full row for Steele Capital Management, Inc. 21,174 $294K 0.01% 0 13F-HR Timeline CAPSTONE INVESTMENT ADVISORS, LLC in group CAPSTONE INVESTMENT ADVISORS,… More: the full row for CAPSTONE INVESTMENT ADVISORS, LLC 21,119 $294K <0.01% -297,864 13F-HR Timeline Group Global Assets Advisory, LLC More: the full row for Global Assets Advisory, LLC 21,198 $292K 0.06% +45 13F-HR Timeline Accel Wealth Management More: the full row for Accel Wealth Management 20,993 $292K 0.07% +1,473 13F-HR Timeline Livforsakringsbolaget Skandia, Omsesidi… More: the full row for Livforsakringsbolaget Skandia, Omsesidigt 20,969 $291K 0.01% -4,200 13F-HR Timeline Bayforest Capital Ltd More: the full row for Bayforest Capital Ltd 20,888 $290K 0.27% new 13F-HR Timeline McAdam, LLC More: the full row for McAdam, LLC 20,879 $290K 0.01% +3,372 13F-HR Timeline Hilltop Partners LLC More: the full row for Hilltop Partners LLC 20,875 $290K 0.07% +106 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 20,796 $289K <0.01% -163 13F-HR Timeline Proactive Wealth Strategies LLC More: the full row for Proactive Wealth Strategies LLC 20,774 $289K 0.05% -1,693 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 20,713 $288K 0.05% +5,077 13F-HR Timeline Kapstone Financial Advisors LLC More: the full row for Kapstone Financial Advisors LLC 20,654 $287K 0.12% -2,862 13F-HR Timeline COMPASS CAPITAL CORP /MA/ /ADV More: the full row for COMPASS CAPITAL CORP /MA/ /ADV 20,628 $287K 0.09% -29 13F-HR Timeline Sound View Wealth Advisors Group, LLC More: the full row for Sound View Wealth Advisors Group, LLC 20,551 $286K 0.02% -10,746 13F-HR Timeline Meriwether Wealth & Planning, LLC More: the full row for Meriwether Wealth & Planning, LLC 20,405 $284K 0.14% +2,067 13F-HR Timeline CARRET ASSET MANAGEMENT, LLC More: the full row for CARRET ASSET MANAGEMENT, LLC 20,366 $283K 0.02% -497 13F-HR Timeline Hudson Portfolio Management LLC More: the full row for Hudson Portfolio Management LLC 20,350 $283K 0.21% 0 13F-HR Timeline OXFORD FINANCIAL GROUP, LTD. LLC More: the full row for OXFORD FINANCIAL GROUP, LTD. LLC 20,330 $283K 0.01% +136 13F-HR Timeline Banco BTG Pactual S.A. More: the full row for Banco BTG Pactual S.A. 20,300 $282K 0.04% new 13F-HR Timeline Fruth Investment Management More: the full row for Fruth Investment Management 20,350 $282K 0.07% -500 13F-HR Timeline STOCK YARDS BANK & TRUST CO More: the full row for STOCK YARDS BANK & TRUST CO 20,271 $282K 0.01% +1,038 13F-HR/A Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 20,241 $281K 0.01% -637 13F-HR Timeline SUMMITRY LLC More: the full row for SUMMITRY LLC 20,103 $279K 0.01% -5,874 13F-HR Timeline GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 19,948 $277K 0.02% +58 13F-HR Timeline Lakeshore Financial Planning, Inc. More: the full row for Lakeshore Financial Planning, Inc. 19,914 $277K 0.09% -480 13F-HR Timeline SteelPeak Wealth, LLC More: the full row for SteelPeak Wealth, LLC 19,903 $277K 0.01% -289,040 13F-HR Timeline Retirement Investment Advisors, Inc. More: the full row for Retirement Investment Advisors, Inc. 19,973 $277K 0.02% 0 13F-HR Timeline CRA Financial Services, LLC More: the full row for CRA Financial Services, LLC 19,873 $276K 0.03% -782 13F-HR Timeline RB Capital Management, LLC More: the full row for RB Capital Management, LLC 19,778 $275K 0.05% -12 13F-HR Timeline Uniting Wealth Partners, LLC More: the full row for Uniting Wealth Partners, LLC 19,705 $274K 0.06% +5,000 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 19,685 $274K 0.16% -720 13F-HR Timeline Palacios Wealth Management, LLC More: the full row for Palacios Wealth Management, LLC 19,638 $273K 0.16% -171 13F-HR Timeline CARLSON FINANCIAL, INC. More: the full row for CARLSON FINANCIAL, INC. 19,524 $271K 0.14% -612 13F-HR Timeline TMB Capital Partners, LLC More: the full row for TMB Capital Partners, LLC 19,466 $271K 0.08% +3 13F-HR Timeline Symmetry Investments LP in group Symmetry Investments LP More: the full row for Symmetry Investments LP 19,400 $270K 0.03% new 13F-HR Timeline Group Brady Martz Wealth Solutions, LLC More: the full row for Brady Martz Wealth Solutions, LLC 19,345 $269K 0.04% new 13F-HR Timeline QTR Family Wealth, LLC More: the full row for QTR Family Wealth, LLC 19,228 $267K 0.09% -320 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 19,140 $266K <0.01% +685 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 19,099 $265K 0.02% +11,047 13F-HR Timeline Avail Investment Partners, LLC More: the full row for Avail Investment Partners, LLC 19,028 $264K 0.2% +2,755 13F-HR Timeline Regent Peak Wealth Advisors LLC More: the full row for Regent Peak Wealth Advisors LLC 19,001 $264K 0.05% +224 13F-HR Timeline FORA Capital, LLC More: the full row for FORA Capital, LLC 18,906 $263K 0.02% new 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 18,893 $263K 0.01% -1,160 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 18,888 $263K 0.01% +174 13F-HR Timeline Group Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 18,866 $262K 0.03% +100 13F-HR Timeline Oxinas Partners, LLC More: the full row for Oxinas Partners, LLC 18,770 $261K 0.1% -1,996 13F-HR Timeline MANCHESTER FINANCIAL INC More: the full row for MANCHESTER FINANCIAL INC 18,746 $261K 0.05% +4 13F-HR Timeline OPTIMA CAPITAL LLC More: the full row for OPTIMA CAPITAL LLC 18,739 $260K 0.1% -2,872 13F-HR Timeline PARTNERS CAPITAL INVESTMENT GROUP, LLP More: the full row for PARTNERS CAPITAL INVESTMENT GROUP, LLP 18,729 $260K 0.01% new 13F-HR Timeline New Republic Capital, LLC More: the full row for New Republic Capital, LLC 18,727 $260K 0.06% new 13F-HR Timeline FLYNN ZITO CAPITAL MANAGEMENT, LLC More: the full row for FLYNN ZITO CAPITAL MANAGEMENT, LLC 18,637 $259K 0.07% -2,526 13F-HR Timeline Inscription Capital, LLC More: the full row for Inscription Capital, LLC 18,515 $257K 0.02% +2,283 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 18,494 $257K <0.01% +1,496 13F-HR Timeline Empower Advisory Group, LLC in group Empower Annuity Insurance Co … More: the full row for Empower Advisory Group, LLC 18,485 $257K <0.01% -4,738 13F-HR Timeline Group Boxwood Ventures, Inc. More: the full row for Boxwood Ventures, Inc. 18,301 $257K 0.15% 0 13F-HR Timeline LORING WOLCOTT & COOLIDGE FIDUCIARY ADV… More: the full row for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 18,452 $256K <0.01% 0 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 18,441 $256K 0.1% -348 13F-HR Timeline Liberty Capital Management, Inc. More: the full row for Liberty Capital Management, Inc. 18,368 $255K 0.04% 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 18,354 $255K <0.01% +968 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 18,320 $255K <0.01% +946 13F-HR Timeline Group Procyon Advisors, LLC More: the full row for Procyon Advisors, LLC 18,318 $255K 0.01% -1,275 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 18,305 $254K 0.01% -11,989 13F-HR Timeline VESTOR CAPITAL, LLC More: the full row for VESTOR CAPITAL, LLC 4,742 $254K 0.02% +1,094 13F-HR Timeline Golden Reserve Retirement LLC More: the full row for Golden Reserve Retirement LLC 18,266 $254K 0.04% new 13F-HR Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 18,236 $253K 0.01% -682 13F-HR Timeline GERMAN AMERICAN BANCORP, INC. More: the full row for GERMAN AMERICAN BANCORP, INC. 18,218 $253K 0.02% -801 13F-HR Timeline Marathon Trading Investment Management … in group Marathon Trading Investment M… More: the full row for Marathon Trading Investment Management LLC 18,200 $253K 0.03% new 13F-HR Timeline Group HCR Wealth Advisors More: the full row for HCR Wealth Advisors 18,169 $253K 0.02% -119 13F-HR Timeline Winch Advisory Services, LLC More: the full row for Winch Advisory Services, LLC 18,138 $252K 0.05% +121 13F-HR Timeline North Forty Two & Co. More: the full row for North Forty Two & Co. 18,128 $252K 0.21% -428 13F-HR Timeline Purus Wealth Management, LLC More: the full row for Purus Wealth Management, LLC 18,108 $252K 0.07% -48 13F-HR Timeline American Trust More: the full row for American Trust 18,054 $251K 0.02% +1,099 13F-HR Timeline Alchemi Wealth, LLC More: the full row for Alchemi Wealth, LLC 17,997 $250K 0.12% -721 13F-HR Timeline THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 17,930 $249K 0.01% -397 13F-HR Timeline REIK & CO., LLC More: the full row for REIK & CO., LLC 17,819 $248K 0.06% 0 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 17,796 $247K 0.02% -934 13F-HR Timeline