Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 26,367 $346K 0.15% 0 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 26,296 $345K 0.01% -1,109 13F-HR Timeline Cairn Investment Group, Inc. More: the full row for Cairn Investment Group, Inc. 26,255 $344K 0.16% -2,230 13F-HR Timeline Quadrant Private Wealth Management, LLC More: the full row for Quadrant Private Wealth Management, LLC 26,132 $343K 0.06% -788 13F-HR Timeline Berger Financial Group, Inc More: the full row for Berger Financial Group, Inc 25,982 $341K 0.02% +10,224 13F-HR Timeline Cadence Bank More: the full row for Cadence Bank 25,923 $340K 0.02% -877 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 25,866 $339K 0.03% +1,345 13F-HR Timeline White Pine Investment CO More: the full row for White Pine Investment CO 25,876 $339K 0.08% 0 13F-HR Timeline COFG Advisors, LLC More: the full row for COFG Advisors, LLC 25,838 $339K 0.08% 13F-HR Timeline Tulsa Wealth Advisors, INC More: the full row for Tulsa Wealth Advisors, INC 25,722 $337K 0.11% 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 25,457 $334K 0.08% -500 13F-HR Timeline Family Legacy Financial Solutions, LLC More: the full row for Family Legacy Financial Solutions, LLC 25,375 $333K 0.26% -6,942 13F-HR Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 25,298 $332K 0.04% +1,558 13F-HR Timeline WealthTrust Axiom LLC More: the full row for WealthTrust Axiom LLC 25,298 $332K 0.09% -2,061 13F-HR Timeline Curated Wealth Partners LLC More: the full row for Curated Wealth Partners LLC 25,273 $332K 0.04% +42 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 25,200 $331K 0.01% +555 13F-HR Timeline Livforsakringsbolaget Skandia, Omsesidi… More: the full row for Livforsakringsbolaget Skandia, Omsesidigt 25,169 $330K 0.01% 0 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 25,166 $330K 0.02% -5,354 13F-HR Timeline AMG National Trust Bank More: the full row for AMG National Trust Bank 25,100 $329K 0.01% 0 13F-HR Timeline Garde Capital, Inc. More: the full row for Garde Capital, Inc. 25,025 $328K 0.02% +11 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 24,963 $328K 0.02% +1,983 13F-HR Timeline EVOLVE PRIVATE WEALTH, LLC More: the full row for EVOLVE PRIVATE WEALTH, LLC 24,907 $327K 0.02% 13F-HR Timeline NorthCrest Asset Manangement, LLC More: the full row for NorthCrest Asset Manangement, LLC 24,223 $326K 0.01% +7,830 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 24,852 $326K 0.03% -987 13F-HR Timeline Avestar Capital, LLC More: the full row for Avestar Capital, LLC 24,819 $326K 0.02% +656 13F-HR Timeline SageGuard Financial Group, LLC More: the full row for SageGuard Financial Group, LLC 24,777 $325K 0.05% 13F-HR Timeline GREAT VALLEY ADVISOR GROUP, INC. in group GREAT VALLEY ADVISOR GROUP, I… More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 24,716 $325K 0.01% -5,117 13F-HR Timeline Group Meiji Yasuda Asset Management Co Ltd. in group Meiji Yasuda Life Insurance Co More: the full row for Meiji Yasuda Asset Management Co Ltd. 24,725 $324K 0.02% +6,573 13F-HR Timeline Group Blackhawk Capital Partners, LLC More: the full row for Blackhawk Capital Partners, LLC 24,678 $324K 0.12% -1,997 13F-HR Timeline Garden State Investment Advisory Servic… More: the full row for Garden State Investment Advisory Services LLC 24,636 $323K 0.08% -6,913 13F-HR Timeline Compagnie Lombard Odier SCmA More: the full row for Compagnie Lombard Odier SCmA 24,550 $322K <0.01% 0 13F-HR Timeline Family Investment Center, Inc. More: the full row for Family Investment Center, Inc. 24,364 $320K 0.06% +1 13F-HR Timeline Three Magnolias Financial Advisors, LLC More: the full row for Three Magnolias Financial Advisors, LLC 24,150 $317K 0.2% 0 13F-HR Timeline Jacksonville Wealth Management, LLC More: the full row for Jacksonville Wealth Management, LLC 24,108 $316K 0.22% 0 13F-HR Timeline SUTTON PLACE INVESTORS LLC More: the full row for SUTTON PLACE INVESTORS LLC 23,936 $314K 0.17% +226 13F-HR Timeline XML Financial, LLC More: the full row for XML Financial, LLC 23,918 $314K 0.03% +3,263 13F-HR Timeline Brevan Howard Capital Management LP in group Brevan Howard Capital Managem… More: the full row for Brevan Howard Capital Management LP 23,849 $313K 0.01% -319,912 13F-HR Timeline Group WOODMONT INVESTMENT COUNSEL LLC More: the full row for WOODMONT INVESTMENT COUNSEL LLC 23,790 $312K 0.02% 0 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 23,755 $312K 0.02% +2,188 13F-HR Timeline Sagewood Asset Management LP More: the full row for Sagewood Asset Management LP 23,747 $312K 0.11% 13F-HR Timeline MPS Loria Financial Planners, LLC More: the full row for MPS Loria Financial Planners, LLC 23,603 $310K 0.08% -3,311 13F-HR Timeline BOOTHBAY FUND MANAGEMENT, LLC More: the full row for BOOTHBAY FUND MANAGEMENT, LLC 23,571 $309K 0.01% +13,102 13F-HR Timeline V-Square Quantitative Management LLC More: the full row for V-Square Quantitative Management LLC 23,545 $309K 0.03% -16,681 13F-HR Timeline SVB WEALTH LLC More: the full row for SVB WEALTH LLC 23,545 $309K 0.02% -2,891 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 23,510 $308K 0.02% +5,481 13F-HR Timeline LODESTAR PRIVATE ASSET MANAGEMENT LLC More: the full row for LODESTAR PRIVATE ASSET MANAGEMENT LLC 23,474 $308K 0.03% -2,382 13F-HR Timeline FIRST MERCHANTS CORP More: the full row for FIRST MERCHANTS CORP 23,445 $308K 0.01% 0 13F-HR Timeline Wellington Shields Capital Management, … group of 2 filers holding More: the full row for Wellington Shields Capital Management, LLC 23,341 $306K +1,000 Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 23,334 $306K 0.02% -866 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 23,274 $305K 0.01% +2,491 13F-HR Timeline RiverFront Investment Group, LLC More: the full row for RiverFront Investment Group, LLC 23,232 $305K 0.01% -213 13F-HR Timeline Wernau Asset Management Inc. More: the full row for Wernau Asset Management Inc. 23,184 $304K 0.3% -2,450 13F-HR Timeline MidFirst Bank More: the full row for MidFirst Bank 23,100 $303K 0.02% 13F-HR Timeline Perpetual Ltd in group Perpetual Ltd More: the full row for Perpetual Ltd 23,057 $303K <0.01% 0 13F-HR Timeline Group APPLETON PARTNERS INC/MA More: the full row for APPLETON PARTNERS INC/MA 22,996 $302K 0.02% 0 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 23,000 $302K 0.01% -14,550 13F-HR Timeline Hodges Capital Management Inc. More: the full row for Hodges Capital Management Inc. 23,000 $302K 0.03% +8,500 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 22,987 $302K 0.02% -17,834 13F-HR Timeline Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 22,984 $302K 0.01% -4,323 13F-HR Timeline LAUREL OAK WEALTH MANAGEMENT, LLC More: the full row for LAUREL OAK WEALTH MANAGEMENT, LLC 22,841 $300K 0.05% 13F-HR Timeline BRADLEY FOSTER & SARGENT INC/CT More: the full row for BRADLEY FOSTER & SARGENT INC/CT 22,824 $299K <0.01% +104 13F-HR Timeline Old West Investment Management, LLC More: the full row for Old West Investment Management, LLC 22,660 $297K 0.05% 0 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 22,617 $297K 0.02% +829 13F-HR Timeline Colonial River Investments, LLC More: the full row for Colonial River Investments, LLC 22,471 $295K 0.11% -7,360 13F-HR Timeline REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 22,423 $294K <0.01% -87 13F-HR Timeline Group Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 22,395 $294K 0.02% -1,767 13F-HR Timeline Beaton Management Co. Inc. More: the full row for Beaton Management Co. Inc. 22,362 $293K 0.13% -1,200 13F-HR Timeline Bayforest Capital Ltd More: the full row for Bayforest Capital Ltd 22,331 $293K 0.22% -16,124 13F-HR Timeline FineMark National Bank & Trust More: the full row for FineMark National Bank & Trust 22,276 $292K 0.01% -2,250 13F-HR Timeline RB Capital Management, LLC More: the full row for RB Capital Management, LLC 22,267 $292K 0.06% -411 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 22,206 $291K 0.01% -1,060 13F-HR Timeline TCFG WEALTH MANAGEMENT, LLC in group TCFG Investment Advisors, LLC More: the full row for TCFG WEALTH MANAGEMENT, LLC 22,160 $291K 0.11% -671 13F-HR Timeline Group Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 22,146 $291K 0.01% +1,873 13F-HR Timeline BURNEY CO/ More: the full row for BURNEY CO/ 22,093 $290K 0.01% -337 13F-HR Timeline Hopwood Nicholas Hunter More: the full row for Hopwood Nicholas Hunter 22,080 $290K 0.09% 13F-HR Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 22,055 $289K 0.02% 0 13F-HR Timeline SECURED RETIREMENT ADVISORS, LLC More: the full row for SECURED RETIREMENT ADVISORS, LLC 22,004 $289K 0.16% +1,248 13F-HR Timeline Prostatis Group LLC More: the full row for Prostatis Group LLC 21,864 $287K 0.07% +3 13F-HR Timeline OPTIMA CAPITAL LLC More: the full row for OPTIMA CAPITAL LLC 21,853 $287K 0.12% +131 13F-HR Timeline TRUST POINT INC. More: the full row for TRUST POINT INC. 21,824 $286K 0.02% +615 13F-HR Timeline SAXON INTERESTS, INC. More: the full row for SAXON INTERESTS, INC. 21,809 $286K 0.1% -2,355 13F-HR Timeline WoodTrust Financial Corp in group WoodTrust Financial Corp More: the full row for WoodTrust Financial Corp 21,825 $286K 0.03% 0 13F-HR Timeline Group NWF Advisory Services Inc. More: the full row for NWF Advisory Services Inc. 21,702 $285K 0.03% -6,589 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 21,660 $284K 0.05% -9,246 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 20,682 $284K 0.03% +1,269 13F-HR Timeline Concorde Asset Management, LLC More: the full row for Concorde Asset Management, LLC 21,650 $284K 0.11% -22 13F-HR Timeline Severin Investments, LLC More: the full row for Severin Investments, LLC 21,631 $284K 0.25% -1,583 13F-HR Timeline CLIFTONLARSONALLEN WEALTH ADVISORS, LLC More: the full row for CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 21,626 $284K <0.01% new 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 21,556 $283K 0.02% +3,554 13F-HR Timeline Grandview Asset Management LLC More: the full row for Grandview Asset Management LLC 21,403 $281K 0.08% -1,152 13F-HR Timeline Steele Capital Management, Inc. More: the full row for Steele Capital Management, Inc. 21,174 $278K 0.01% -753 13F-HR Timeline COMPASS CAPITAL CORP /MA/ /ADV More: the full row for COMPASS CAPITAL CORP /MA/ /ADV 20,413 $277K 0.11% +1,109 13F-HR Timeline Paulson Wealth Management Inc. More: the full row for Paulson Wealth Management Inc. 21,003 $276K 0.06% +1,086 13F-HR Timeline CAPITAL INSIGHT PARTNERS, LLC More: the full row for CAPITAL INSIGHT PARTNERS, LLC 21,000 $276K 0.06% 0 13F-HR Timeline Beacon Financial Advisory LLC More: the full row for Beacon Financial Advisory LLC 20,927 $275K 0.06% -22 13F-HR Timeline Marble Wealth, LLC More: the full row for Marble Wealth, LLC 20,859 $274K 0.04% 13F-HR Timeline CARRET ASSET MANAGEMENT, LLC More: the full row for CARRET ASSET MANAGEMENT, LLC 20,859 $274K 0.03% +3 13F-HR Timeline Fruth Investment Management More: the full row for Fruth Investment Management 20,850 $273K 0.07% 0 13F-HR Timeline Oxinas Partners, LLC More: the full row for Oxinas Partners, LLC 20,761 $272K 0.13% +5 13F-HR Timeline Ring Mountain Capital, LLC More: the full row for Ring Mountain Capital, LLC 19,979 $272K 0.14% -6,842 13F-HR Timeline Gibbs Wealth Management More: the full row for Gibbs Wealth Management 19,020 $270K 0.07% -1,473 13F-HR Timeline OSTRUM ASSET MANAGEMENT More: the full row for OSTRUM ASSET MANAGEMENT 20,561 $270K 0.01% -6,810 13F-HR Timeline Townsend & Associates, Inc More: the full row for Townsend & Associates, Inc 19,491 $269K 0.02% +134 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 20,506 $269K 0.02% -2,649 13F-HR Timeline Engineers Gate Manager LP More: the full row for Engineers Gate Manager LP 20,459 $268K <0.01% -23,402 13F-HR Timeline Hilltop Partners LLC More: the full row for Hilltop Partners LLC 20,457 $268K 0.07% +331 13F-HR Timeline FLPUTNAM INVESTMENT MANAGEMENT CO More: the full row for FLPUTNAM INVESTMENT MANAGEMENT CO 20,428 $268K <0.01% +3,930 13F-HR Timeline Global Assets Advisory, LLC More: the full row for Global Assets Advisory, LLC 20,428 $268K 0.08% +874 13F-HR Timeline Huntleigh Advisors, Inc. More: the full row for Huntleigh Advisors, Inc. 20,428 $268K 0.05% +102 13F-HR Timeline FIRETHORN WEALTH PARTNERS, LLC More: the full row for FIRETHORN WEALTH PARTNERS, LLC 20,410 $268K 0.1% -2,167 13F-HR Timeline Lakeshore Financial Planning, Inc. More: the full row for Lakeshore Financial Planning, Inc. 20,369 $267K 0.1% -395 13F-HR Timeline CONNING INC. in group CONNING INC. More: the full row for CONNING INC. 20,353 $267K 0.01% +2,461 13F-HR Timeline Group Hudson Portfolio Management LLC More: the full row for Hudson Portfolio Management LLC 20,350 $267K 0.23% 0 13F-HR Timeline Blue Barn Wealth, LLC More: the full row for Blue Barn Wealth, LLC 20,323 $267K 0.39% -279 13F-HR Timeline CARLSON FINANCIAL, INC. More: the full row for CARLSON FINANCIAL, INC. 20,316 $267K 0.15% 13F-HR Timeline OXFORD FINANCIAL GROUP, LTD. LLC More: the full row for OXFORD FINANCIAL GROUP, LTD. LLC 20,310 $266K 0.01% -25,401 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 20,236 $265K 0.11% -672 13F-HR Timeline Strategies Wealth Advisors, LLC More: the full row for Strategies Wealth Advisors, LLC 20,231 $265K 0.03% +201 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 20,204 $265K 0.01% -476 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 20,133 $264K 0.01% +3,398 13F-HR Timeline Group Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 20,052 $263K 0.01% -1,741 13F-HR Timeline GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 19,989 $262K 0.02% +541 13F-HR Timeline Retirement Investment Advisors, Inc. More: the full row for Retirement Investment Advisors, Inc. 19,973 $262K 0.02% 0 13F-HR Timeline Waterloo Capital, L.P. More: the full row for Waterloo Capital, L.P. 19,857 $261K 0.02% +112 13F-HR Timeline J.M. Arbour, LLC More: the full row for J.M. Arbour, LLC 19,841 $260K 0.26% 13F-HR Timeline PCM Encore, LLC More: the full row for PCM Encore, LLC 19,742 $259K 0.06% 13F-HR Timeline Benchmark Financial Wealth Advisors, LLC More: the full row for Benchmark Financial Wealth Advisors, LLC 19,707 $259K 0.07% +814 13F-HR Timeline L2 Asset Management, LLC More: the full row for L2 Asset Management, LLC 19,671 $258K 0.03% +1,354 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 19,600 $257K 0.08% +10,000 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 19,436 $255K <0.01% +120 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 19,429 $255K 0.01% +8,231 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 19,399 $255K 0.02% -5,177 13F-HR Timeline FLYNN ZITO CAPITAL MANAGEMENT, LLC More: the full row for FLYNN ZITO CAPITAL MANAGEMENT, LLC 19,292 $253K 0.09% -3,271 13F-HR Timeline Freestone Capital Holdings, LLC in group Freestone Capital Holdings, L… More: the full row for Freestone Capital Holdings, LLC 19,275 $253K 0.01% +472 13F-HR Timeline Group Procyon Advisors, LLC More: the full row for Procyon Advisors, LLC 19,212 $252K 0.01% new 13F-HR Timeline SmartHarvest Portfolios, LLC More: the full row for SmartHarvest Portfolios, LLC 19,181 $252K 0.09% 13F-HR Timeline Pointe Capital Management LLC More: the full row for Pointe Capital Management LLC 19,027 $250K 0.12% -2,794 13F-HR Timeline Marex Group Ltd in group Marex Group Ltd More: the full row for Marex Group Ltd 19,022 $250K <0.01% new 13F-HR Timeline Group SG Trading Solutions, LLC More: the full row for SG Trading Solutions, LLC 18,941 $249K 0.06% 13F-HR Timeline Frec Markets, Inc. in group Frec Markets, Inc. More: the full row for Frec Markets, Inc. 18,913 $248K 0.07% 13F-HR Timeline Group SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 18,826 $247K 0.01% -2,293 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 18,800 $247K 0.01% -103,432 13F-HR Timeline MANCHESTER FINANCIAL INC More: the full row for MANCHESTER FINANCIAL INC 18,736 $246K 0.05% -145 13F-HR Timeline Aster Capital Management (DIFC) Ltd More: the full row for Aster Capital Management (DIFC) Ltd 18,694 $245K 0.11% -12,768 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 18,643 $245K 0.04% +1 13F-HR Timeline North Forty Two & Co. More: the full row for North Forty Two & Co. 18,556 $243K 0.23% -400 13F-HR Timeline Farringdon Capital, Ltd. More: the full row for Farringdon Capital, Ltd. 18,513 $243K 0.06% -52,399 13F-HR Timeline Winch Advisory Services, LLC More: the full row for Winch Advisory Services, LLC 18,492 $243K 0.05% -579 13F-HR Timeline FSA Advisors, Inc. More: the full row for FSA Advisors, Inc. 18,487 $243K 0.17% +2,629 13F-HR Timeline Regent Peak Wealth Advisors LLC More: the full row for Regent Peak Wealth Advisors LLC 18,430 $242K 0.05% +170 13F-HR Timeline Latitude Advisors, LLC More: the full row for Latitude Advisors, LLC 18,385 $241K 0.11% +13 13F-HR Timeline Liberty Capital Management, Inc. More: the full row for Liberty Capital Management, Inc. 18,368 $241K 0.04% -258 13F-HR Timeline CRA Financial Services, LLC More: the full row for CRA Financial Services, LLC 18,327 $240K 0.03% +775 13F-HR Timeline Boxwood Ventures, Inc. More: the full row for Boxwood Ventures, Inc. 18,301 $240K 0.24% 0 13F-HR Timeline DAHRING | CUSMANO LLC More: the full row for DAHRING | CUSMANO LLC 18,298 $240K 0.17% +258 13F-HR Timeline KG Capital Management More: the full row for KG Capital Management 18,414 $240K 0.06% -1,744 13F-HR Timeline Alchemi Wealth, LLC More: the full row for Alchemi Wealth, LLC 18,271 $240K 0.13% 13F-HR Timeline TMB Capital Partners, LLC More: the full row for TMB Capital Partners, LLC 18,252 $239K 0.08% 13F-HR Timeline GWN SECURITIES INC. More: the full row for GWN SECURITIES INC. 18,211 $239K 0.05% +537 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 18,203 $239K 0.01% +322 13F-HR Timeline Group Purus Wealth Management, LLC More: the full row for Purus Wealth Management, LLC 18,090 $237K 0.07% +263 13F-HR Timeline HCR Wealth Advisors More: the full row for HCR Wealth Advisors 18,088 $237K 0.02% +200 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 17,967 $237K 0.04% +5,000 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 18,063 $237K 0.01% -21 13F-HR Timeline Group Ariston Services Group More: the full row for Ariston Services Group 18,050 $237K 0.14% 0 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 18,035 $237K 0.02% -3,391 13F-HR Timeline NOVEM GROUP More: the full row for NOVEM GROUP 18,023 $236K 0.03% -1,972 13F-HR Timeline LORING WOLCOTT & COOLIDGE FIDUCIARY ADV… More: the full row for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 16,955 $236K <0.01% 0 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 17,996 $236K <0.01% +1,738 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Van Hulzen Asset Management, LLC More: the full row for Van Hulzen Asset Management, LLC 17,927 $235K 0.02% +2,500 13F-HR Timeline REIK & CO., LLC More: the full row for REIK & CO., LLC 17,819 $234K 0.06% 0 13F-HR Timeline LGT Group Foundation in group LGT Group Foundation More: the full row for LGT Group Foundation 17,665 $234K <0.01% +100 13F-HR Timeline Group Alessandra Capital Management, LLC More: the full row for Alessandra Capital Management, LLC 17,800 $234K 0.21% 13F-HR Timeline Curi Capital, LLC More: the full row for Curi Capital, LLC 17,768 $233K <0.01% +1,456 13F-HR Timeline Meriwether Wealth & Planning, LLC More: the full row for Meriwether Wealth & Planning, LLC 17,731 $233K 0.13% +2,430 13F-HR Timeline CHILDRESS CAPITAL ADVISORS, LLC More: the full row for CHILDRESS CAPITAL ADVISORS, LLC 17,726 $233K 0.04% -667 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 17,720 $232K <0.01% +5,159 13F-HR Timeline McAdam, LLC More: the full row for McAdam, LLC 17,689 $232K 0.01% +5,035 13F-HR Timeline American Trust More: the full row for American Trust 17,654 $232K 0.02% +1,429 13F-HR Timeline JGP Wealth Management, LLC More: the full row for JGP Wealth Management, LLC 17,633 $231K 0.02% 0 13F-HR Timeline THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 17,652 $231K 0.01% +163 13F-HR Timeline WEST MICHIGAN ADVISORS, LLC More: the full row for WEST MICHIGAN ADVISORS, LLC 17,596 $231K 0.05% +37 13F-HR Timeline Keystone Financial Group More: the full row for Keystone Financial Group 17,589 $231K 0.02% +4,138 13F-HR Timeline BTG Pactual Asset Management US LLC in group BTG Pactual Asset Management … More: the full row for BTG Pactual Asset Management US LLC 17,549 $230K 0.03% new 13F-HR Timeline Group Optas, LLC More: the full row for Optas, LLC 17,505 $230K 0.04% -12,362 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 17,394 $228K 0.01% -434 13F-HR Timeline FIRST CITIZENS BANK & TRUST CO More: the full row for FIRST CITIZENS BANK & TRUST CO 17,382 $228K <0.01% -9,862 13F-HR Timeline Sculati Wealth Management, LLC More: the full row for Sculati Wealth Management, LLC 17,308 $227K 0.08% -5,450 13F-HR Timeline NICOLET ADVISORY SERVICES, LLC in group NICOLET BANKSHARES INC More: the full row for NICOLET ADVISORY SERVICES, LLC 16,100 $226K 0.02% +899 13F-HR Timeline Group ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 17,208 $226K 0.02% -781 13F-HR Timeline WORLD EQUITY GROUP, INC. More: the full row for WORLD EQUITY GROUP, INC. 17,120 $225K 0.06% -55 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 17,103 $224K 0.02% +528 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 17,101 $224K <0.01% -30,612 13F-HR Timeline Parcion Private Wealth LLC More: the full row for Parcion Private Wealth LLC 17,067 $224K 0.01% +3,847 13F-HR Timeline Diversified Enterprises, LLC More: the full row for Diversified Enterprises, LLC 17,045 $224K 0.01% new 13F-HR Timeline Cranbrook Wealth Management, LLC More: the full row for Cranbrook Wealth Management, LLC 16,901 $222K 0.04% 0 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 16,304 $222K 0.01% +4,284 13F-HR Timeline Plancorp, LLC More: the full row for Plancorp, LLC 16,901 $222K 0.01% -258 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 16,875 $221K 0.04% +3,442 13F-HR Timeline NATURAL INVESTMENTS, LLC More: the full row for NATURAL INVESTMENTS, LLC 16,865 $221K 0.06% new 13F-HR Timeline