TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 8,491 $333K 0.02% +257 13F-HR Timeline JAMISON PRIVATE WEALTH MANAGEMENT, INC. More: the full row for JAMISON PRIVATE WEALTH MANAGEMENT, INC. 8,415 $330K 0.04% new 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 8,413 $330K 0.02% +204 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 8,375 $328K 0.02% -57 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 8,349 $327K 0.01% +530 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 8,311 $326K 0.02% +85 13F-HR Timeline Sage Investment Counsel LLC More: the full row for Sage Investment Counsel LLC 8,300 $326K 0.36% 0 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 8,286 $325K 0.02% -946 13F-HR Timeline INVESTMENT ADVISORY SERVICES INC /TX /A… More: the full row for INVESTMENT ADVISORY SERVICES INC /TX /ADV 8,246 $323K 0.1% +454 13F-HR Timeline CAXTON ASSOCIATES LLP More: the full row for CAXTON ASSOCIATES LLP 8,227 $323K 0.01% new 13F-HR Timeline CHILDRESS CAPITAL ADVISORS, LLC More: the full row for CHILDRESS CAPITAL ADVISORS, LLC 8,221 $322K 0.06% +517 13F-HR Timeline EXENCIAL WEALTH ADVISORS, LLC More: the full row for EXENCIAL WEALTH ADVISORS, LLC 8,192 $321K 0.01% +2,093 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 8,185 $321K 0.01% -2,214 13F-HR Timeline Group BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 8,184 $321K <0.01% +3,394 13F-HR Timeline Group Colonial River Investments, LLC More: the full row for Colonial River Investments, LLC 8,161 $320K 0.12% +655 13F-HR Timeline Nikulski Financial, Inc. More: the full row for Nikulski Financial, Inc. 8,155 $320K 0.08% +3,330 13F-HR Timeline Putney Financial Group LLC More: the full row for Putney Financial Group LLC 8,152 $320K 0.32% +4,337 13F-HR Timeline Bellecapital International Ltd. More: the full row for Bellecapital International Ltd. 8,107 $318K 0.05% 0 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 8,098 $318K 0.12% +1,380 13F-HR Timeline Fielder Capital Group LLC More: the full row for Fielder Capital Group LLC 8,060 $316K 0.07% -1,586 13F-HR Timeline Trivium Point Advisory, LLC More: the full row for Trivium Point Advisory, LLC 8,056 $316K 0.03% -75,388 13F-HR Timeline DMC Group, LLC More: the full row for DMC Group, LLC 8,052 $316K 0.22% +1,000 13F-HR Timeline Redhawk Wealth Advisors, Inc. More: the full row for Redhawk Wealth Advisors, Inc. 7,971 $313K 0.04% +2,228 13F-HR Timeline SHELTON CAPITAL MANAGEMENT More: the full row for SHELTON CAPITAL MANAGEMENT 7,951 $312K 0.01% 0 13F-HR Timeline LBMC INVESTMENT ADVISORS, LLC More: the full row for LBMC INVESTMENT ADVISORS, LLC 7,950 $312K 0.02% new 13F-HR Timeline Magnus Financial Group LLC More: the full row for Magnus Financial Group LLC 7,937 $311K 0.02% +306 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 7,883 $309K 0.02% +168 13F-HR Timeline DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 7,835 $307K 0.01% +904 13F-HR Timeline Diligent Investors, LLC More: the full row for Diligent Investors, LLC 7,830 $307K 0.08% -246 13F-HR Timeline DOLIVER ADVISORS, LP More: the full row for DOLIVER ADVISORS, LP 7,824 $307K 0.08% -445 13F-HR Timeline Uncommon Cents Investing LLC More: the full row for Uncommon Cents Investing LLC 7,815 $307K 0.08% +100 13F-HR Timeline Avos Capital Management, LLC More: the full row for Avos Capital Management, LLC 7,815 $307K 0.14% 0 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 7,815 $306K 0.02% -1,494 13F-HR Timeline D L CARLSON INVESTMENT GROUP INC More: the full row for D L CARLSON INVESTMENT GROUP INC 7,800 $306K 0.05% new 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 7,791 $306K <0.01% -714 13F-HR Timeline Group S.A. Mason LLC More: the full row for S.A. Mason LLC 7,785 $305K 0.13% +148 13F-HR Timeline GM Advisory Group, LLC More: the full row for GM Advisory Group, LLC 7,781 $305K 0.01% -304 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 7,771 $305K <0.01% -1,178 13F-HR Timeline Arista Wealth Management, LLC More: the full row for Arista Wealth Management, LLC 7,746 $304K 0.04% new 13F-HR Timeline Williams Jones Wealth Management, LLC. More: the full row for Williams Jones Wealth Management, LLC. 7,739 $304K <0.01% -750 13F-HR Timeline FIDUCIARY FINANCIAL GROUP, LLC More: the full row for FIDUCIARY FINANCIAL GROUP, LLC 7,707 $302K 0.05% new 13F-HR Timeline SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 7,620 $299K 0.02% +2 13F-HR Timeline Opal Wealth Advisors, LLC More: the full row for Opal Wealth Advisors, LLC 7,615 $299K 0.08% -427 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 7,554 $296K 0.01% +98 13F-HR Timeline Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 7,608 $296K 0.01% -862 13F-HR Timeline Full Sail Capital, LLC More: the full row for Full Sail Capital, LLC 7,502 $294K 0.02% +1,124 13F-HR Timeline KRAEMATON INVESTMENT ADVISORS, INC More: the full row for KRAEMATON INVESTMENT ADVISORS, INC 7,482 $293K 0.25% +12 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 7,473 $293K 0.03% -564 13F-HR Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 7,470 $293K 0.01% -5,354 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 7,429 $291K 0.02% new 13F-HR Timeline Consolidated Portfolio Review Corp More: the full row for Consolidated Portfolio Review Corp 7,415 $291K 0.04% new 13F-HR Timeline TRUST POINT INC. More: the full row for TRUST POINT INC. 7,410 $291K 0.02% +901 13F-HR Timeline Evanson Asset Management, LLC More: the full row for Evanson Asset Management, LLC 7,400 $290K 0.02% 0 13F-HR Timeline CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 7,400 $290K 0.04% +419 13F-HR Timeline Chesley Taft & Associates LLC More: the full row for Chesley Taft & Associates LLC 7,365 $289K 0.01% new 13F-HR Timeline MATTHEWS INTERNATIONAL CAPITAL MANAGEME… More: the full row for MATTHEWS INTERNATIONAL CAPITAL MANAGEMENT LLC 7,353 $288K 0.07% -1,015 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 7,286 $286K 0.01% +30 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 7,262 $285K 0.03% +2,592 13F-HR Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 6,918 $284K 0.02% new 13F-HR Timeline Van Hulzen Asset Management, LLC More: the full row for Van Hulzen Asset Management, LLC 7,124 $279K 0.02% new 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 7,117 $279K 0.01% -4,816 13F-HR Timeline Fortis Capital Management LLC More: the full row for Fortis Capital Management LLC 7,108 $279K 0.04% +672 13F-HR Timeline Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 7,098 $278K 0.04% new 13F-HR Timeline WADDELL & ASSOCIATES, LLC More: the full row for WADDELL & ASSOCIATES, LLC 7,096 $278K 0.02% +2,074 13F-HR Timeline Quintet Private Bank (Europe) S.A. More: the full row for Quintet Private Bank (Europe) S.A. 7,077 $278K 0.02% +400 13F-HR Timeline Cohen Capital Management, Inc. More: the full row for Cohen Capital Management, Inc. 7,073 $277K 0.04% 0 13F-HR Timeline PITCAIRN CO in group PITCAIRN CO More: the full row for PITCAIRN CO 7,036 $276K 0.02% -2,488 13F-HR Timeline Group ARCADIA INVESTMENT MANAGEMENT CORP/MI More: the full row for ARCADIA INVESTMENT MANAGEMENT CORP/MI 7,000 $275K 0.04% -3,000 13F-HR Timeline ALERUS FINANCIAL NA More: the full row for ALERUS FINANCIAL NA 6,993 $274K 0.01% 0 13F-HR Timeline Versor Investments LP More: the full row for Versor Investments LP 6,951 $273K 0.05% new 13F-HR Timeline Red Door Wealth Management, LLC More: the full row for Red Door Wealth Management, LLC 6,943 $272K 0.03% +164 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 6,930 $272K 0.04% +1,232 13F-HR Timeline LETKO, BROSSEAU & ASSOCIATES INC More: the full row for LETKO, BROSSEAU & ASSOCIATES INC 6,925 $272K <0.01% 0 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 6,923 $272K 0.02% +6,710 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 6,908 $271K 0.01% -203,212 13F-HR Timeline Group WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 6,770 $269K <0.01% +525 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. 6,837 $268K 0.01% +413 13F-HR Timeline Group Ninety One SA (Pty) Ltd More: the full row for Ninety One SA (Pty) Ltd 7,096 $267K 0.01% 0 13F-HR/A Timeline Massachusetts Wealth Management More: the full row for Massachusetts Wealth Management 6,817 $267K 0.13% -650 13F-HR Timeline Tradition Wealth Management, LLC More: the full row for Tradition Wealth Management, LLC 6,811 $267K 0.02% -1,735 13F-HR Timeline E&G Advisors, LLC More: the full row for E&G Advisors, LLC 6,800 $267K 0.06% +16 13F-HR Timeline Whalen Wealth Management Inc. More: the full row for Whalen Wealth Management Inc. 6,803 $267K 0.16% new 13F-HR Timeline EVERPAR ADVISORS LLC More: the full row for EVERPAR ADVISORS LLC 6,799 $267K 0.11% -723 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 6,796 $267K 0.01% +829 13F-HR Timeline FOURPATH CAPITAL MANAGEMENT, LLC More: the full row for FOURPATH CAPITAL MANAGEMENT, LLC 6,796 $267K 0.04% -31 13F-HR Timeline WESTPAC BANKING CORP in group WESTPAC BANKING CORP More: the full row for WESTPAC BANKING CORP 6,746 $265K 0.02% -19,776 13F-HR/A Timeline Group MCF Advisors LLC More: the full row for MCF Advisors LLC 6,728 $264K 0.02% +2,932 13F-HR Timeline L2 Asset Management, LLC More: the full row for L2 Asset Management, LLC 6,716 $263K 0.04% +308 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 6,682 $262K <0.01% +598 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Leo Wealth, LLC More: the full row for Leo Wealth, LLC 6,668 $262K 0.03% -3,371 13F-HR Timeline Americana Partners, LLC More: the full row for Americana Partners, LLC 6,656 $261K 0.01% 0 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 6,618 $260K 0.01% +384 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 6,586 $258K 0.01% +375 13F-HR Timeline Elwood & Goetz Wealth Advisory Group, L… More: the full row for Elwood & Goetz Wealth Advisory Group, LLC 6,528 $256K 0.05% new 13F-HR Timeline Matrix Trust Co More: the full row for Matrix Trust Co 6,519 $256K 0.04% -358 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 6,509 $255K 0.01% +953 13F-HR Timeline Autumn Glory Partners, LLC More: the full row for Autumn Glory Partners, LLC 6,475 $254K 0.1% 0 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 6,474 $254K <0.01% +475 13F-HR Timeline Tactive Advisors, LLC More: the full row for Tactive Advisors, LLC 6,471 $254K 0.07% -50 13F-HR Timeline REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 6,458 $253K <0.01% -944 13F-HR/A Timeline Group Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 6,458 $253K 0.01% -1,665 13F-HR Timeline Moloney Securities Asset Management, LLC More: the full row for Moloney Securities Asset Management, LLC 6,436 $252K 0.03% +80 13F-HR Timeline Nicholas Hoffman & Company, LLC. More: the full row for Nicholas Hoffman & Company, LLC. 6,432 $252K 0.01% 0 13F-HR Timeline SILVERCREST ASSET MANAGEMENT GROUP LLC More: the full row for SILVERCREST ASSET MANAGEMENT GROUP LLC 6,429 $252K <0.01% -203 13F-HR Timeline Diametric Capital, LP More: the full row for Diametric Capital, LP 6,422 $252K 0.09% -1,806 13F-HR Timeline Fi3 FINANCIAL ADVISORS, LLC More: the full row for Fi3 FINANCIAL ADVISORS, LLC 6,404 $251K 0.08% -652 13F-HR Timeline Coastal Bridge Advisors, LLC More: the full row for Coastal Bridge Advisors, LLC 6,388 $251K 0.02% -11 13F-HR Timeline Oxbow Advisors, LLC More: the full row for Oxbow Advisors, LLC 6,377 $250K 0.02% 0 13F-HR Timeline Seelaus Asset Management LLC More: the full row for Seelaus Asset Management LLC 6,343 $249K 0.2% new 13F-HR/A Timeline Clark Capital Management Group, Inc. More: the full row for Clark Capital Management Group, Inc. 6,318 $248K <0.01% new 13F-HR Timeline Capital Wealth Planning, LLC More: the full row for Capital Wealth Planning, LLC 6,196 $243K <0.01% -6,550 13F-HR Timeline Lingohr Asset Management GmbH More: the full row for Lingohr Asset Management GmbH 6,230 $243K 0.42% 0 13F-HR/A Timeline Fiduciary Alliance LLC More: the full row for Fiduciary Alliance LLC 6,117 $240K 0.02% +21 13F-HR Timeline LM Advisors LLC More: the full row for LM Advisors LLC 6,090 $239K 0.03% 0 13F-HR Timeline DYMON ASIA CAPITAL (SINGAPORE) PTE. LTD. in group DYMON ASIA CAPITAL (SINGAPORE… More: the full row for DYMON ASIA CAPITAL (SINGAPORE) PTE. LTD. 6,077 $238K 0.1% new 13F-HR Timeline Group MQS Management LLC More: the full row for MQS Management LLC 6,076 $238K 0.14% new 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 6,057 $238K 0.01% new 13F-HR Timeline EARNED WEALTH ADVISORS, LLC More: the full row for EARNED WEALTH ADVISORS, LLC 6,052 $237K 0.04% -50 13F-HR Timeline BRIDGES INVESTMENT MANAGEMENT INC More: the full row for BRIDGES INVESTMENT MANAGEMENT INC 6,036 $237K <0.01% 0 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 6,024 $236K 0.04% +999 13F-HR Timeline Sava Infond d.o.o. More: the full row for Sava Infond d.o.o. 6,000 $235K 0.03% 0 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 5,996 $235K <0.01% +2,296 13F-HR Timeline Group Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 5,989 $235K 0.01% new 13F-HR Timeline DLK Investment Management, LLC More: the full row for DLK Investment Management, LLC 5,933 $233K 0.09% new 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 5,926 $232K 0.02% -339 13F-HR Timeline SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 5,916 $232K 0.02% -629 13F-HR Timeline JACKSON THORNTON WEALTH MANAGEMENT, LLC More: the full row for JACKSON THORNTON WEALTH MANAGEMENT, LLC 5,413 $232K 0.02% +796 13F-HR Timeline PATTON FUND MANAGEMENT, INC. More: the full row for PATTON FUND MANAGEMENT, INC. 5,897 $231K 0.04% 0 13F-HR Timeline Bard Financial Services, Inc. More: the full row for Bard Financial Services, Inc. 5,885 $231K 0.03% 0 13F-HR Timeline SteelPeak Wealth, LLC More: the full row for SteelPeak Wealth, LLC 5,875 $230K 0.01% +706 13F-HR Timeline GK Wealth Management LLC More: the full row for GK Wealth Management LLC 5,874 $230K 0.17% -228 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 5,855 $230K <0.01% +968 13F-HR Timeline SOUTH PLAINS FINANCIAL, INC. More: the full row for SOUTH PLAINS FINANCIAL, INC. 5,848 $229K 0.14% -1,180 13F-HR Timeline STOCK YARDS BANK & TRUST CO More: the full row for STOCK YARDS BANK & TRUST CO 5,830 $229K 0.01% +1,128 13F-HR Timeline Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 5,826 $228K 0.01% -910 13F-HR Timeline Cypress Wealth Services, LLC More: the full row for Cypress Wealth Services, LLC 5,818 $228K 0.04% -412 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 5,817 $228K <0.01% -138 13F-HR Timeline Carson Advisory Inc. More: the full row for Carson Advisory Inc. 5,814 $228K 0.12% -250 13F-HR Timeline WATERS PARKERSON & CO., LLC More: the full row for WATERS PARKERSON & CO., LLC 5,806 $228K 0.01% 0 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 5,786 $227K 0.02% +30 13F-HR Timeline Bensler, LLC More: the full row for Bensler, LLC 5,756 $226K 0.02% new 13F-HR Timeline VAUGHAN DAVID INVESTMENTS LLC/IL More: the full row for VAUGHAN DAVID INVESTMENTS LLC/IL 5,747 $225K <0.01% -286 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 5,728 $225K 0.01% +687 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 5,720 $224K 0.01% +1,450 13F-HR Timeline ACADIAN ASSET MANAGEMENT LLC in group ACADIAN ASSET MANAGEMENT LLC More: the full row for ACADIAN ASSET MANAGEMENT LLC 5,748 $224K <0.01% new 13F-HR Timeline Group Inscription Capital, LLC More: the full row for Inscription Capital, LLC 5,699 $224K 0.02% +818 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 5,686 $223K 0.01% +50 13F-HR Timeline Olympiad Research LP More: the full row for Olympiad Research LP 5,679 $223K 0.31% new 13F-HR Timeline AVAII WEALTH MANAGEMENT, LLC More: the full row for AVAII WEALTH MANAGEMENT, LLC 5,673 $222K 0.08% new 13F-HR Timeline CenterStar Asset Management, LLC More: the full row for CenterStar Asset Management, LLC 5,647 $222K 0.42% new 13F-HR Timeline Waterloo Capital, L.P. More: the full row for Waterloo Capital, L.P. 5,651 $222K 0.02% -1,007 13F-HR Timeline Brookwood Investment Group LLC More: the full row for Brookwood Investment Group LLC 5,643 $221K 0.03% -300 13F-HR Timeline Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 5,640 $221K 0.01% -95 13F-HR Timeline FAIRVIEW CAPITAL INVESTMENT MANAGEMENT,… More: the full row for FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC 5,621 $220K 0.01% new 13F-HR Timeline Walkner Condon Financial Advisors LLC More: the full row for Walkner Condon Financial Advisors LLC 5,597 $220K 0.03% +68 13F-HR Timeline AVALON CAPITAL MANAGEMENT More: the full row for AVALON CAPITAL MANAGEMENT 5,590 $219K 0.05% 0 13F-HR Timeline J HAGAN CAPITAL, INC. More: the full row for J HAGAN CAPITAL, INC. 5,583 $219K 0.13% 0 13F-HR Timeline FSM Wealth Advisors, LLC More: the full row for FSM Wealth Advisors, LLC 5,565 $218K 0.03% +143 13F-HR Timeline First National Trust Co More: the full row for First National Trust Co 5,562 $218K 0.01% -344 13F-HR Timeline Willis Johnson & Associates, Inc. More: the full row for Willis Johnson & Associates, Inc. 5,555 $218K 0.01% -106 13F-HR Timeline Arete Wealth Advisors, LLC More: the full row for Arete Wealth Advisors, LLC 5,536 $217K 0.01% +216 13F-HR Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 5,528 $217K 0.03% +139 13F-HR Timeline FIRST CITIZENS BANK & TRUST CO More: the full row for FIRST CITIZENS BANK & TRUST CO 5,513 $216K <0.01% -187 13F-HR Timeline Interchange Capital Partners, LLC More: the full row for Interchange Capital Partners, LLC 5,506 $216K 0.04% +800 13F-HR Timeline EXCALIBUR MANAGEMENT CORP More: the full row for EXCALIBUR MANAGEMENT CORP 5,486 $215K 0.08% +100 13F-HR Timeline WESTWOOD HOLDINGS GROUP INC in group WESTWOOD HOLDINGS GROUP INC More: the full row for WESTWOOD HOLDINGS GROUP INC 5,494 $215K <0.01% new 13F-HR Timeline Group Impact Capital Partners LLC More: the full row for Impact Capital Partners LLC 5,474 $215K 0.06% -38 13F-HR Timeline INTRUST BANK NA More: the full row for INTRUST BANK NA 5,460 $214K 0.02% 0 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 5,460 $214K 0.01% +200 13F-HR Timeline SENTRY INVESTMENT MANAGEMENT LLC More: the full row for SENTRY INVESTMENT MANAGEMENT LLC 4,984 $214K 0.14% -6,755 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 5,456 $214K <0.01% +1,007 13F-HR Timeline Group Claro Advisors Inc. More: the full row for Claro Advisors Inc. 5,446 $214K 0.03% -146 13F-HR Timeline Castle Rock Wealth Management, LLC More: the full row for Castle Rock Wealth Management, LLC 5,507 $213K 0.05% +102 13F-HR Timeline Iron Gate Global Advisors LLC More: the full row for Iron Gate Global Advisors LLC 5,426 $212K 0.02% 0 13F-HR Timeline GDS Wealth Management More: the full row for GDS Wealth Management 5,360 $210K 0.01% 0 13F-HR Timeline ENCOMPASS WEALTH ADVISORS, LLC More: the full row for ENCOMPASS WEALTH ADVISORS, LLC 5,342 $210K 0.07% 0 13F-HR Timeline HOEY INVESTMENTS, INC More: the full row for HOEY INVESTMENTS, INC 5,300 $208K 0.03% +1,500 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 5,274 $207K <0.01% -273 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 5,259 $206K 0.02% +2,129 13F-HR Timeline Group Moment Partners, LLC More: the full row for Moment Partners, LLC 5,200 $204K 0.04% new 13F-HR Timeline Apriem Advisors More: the full row for Apriem Advisors 5,189 $204K 0.02% -257 13F-HR Timeline CADINHA & CO LLC More: the full row for CADINHA & CO LLC 5,175 $203K 0.03% -68,737 13F-HR Timeline Cornerstone Wealth Group, LLC More: the full row for Cornerstone Wealth Group, LLC 5,154 $202K 0.01% new 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 5,140 $202K 0.02% -2,392 13F-HR Timeline denkapparat Operations GmbH More: the full row for denkapparat Operations GmbH 5,122 $201K 0.13% new 13F-HR Timeline Marks Group Wealth Management, Inc More: the full row for Marks Group Wealth Management, Inc 5,105 $200K 0.02% -12 13F-HR Timeline Shay Capital LLC More: the full row for Shay Capital LLC 5,100 $200K 0.04% -9,900 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 5,050 $198K 0.05% +350 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 4,981 $198K <0.01% +675 13F-HR Timeline First PREMIER Bank More: the full row for First PREMIER Bank 4,832 $189K 0.04% +332 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 4,783 $188K 0.01% -2,635 13F-HR Timeline Group MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 4,617 $181K <0.01% +235 13F-HR Timeline Quarry LP More: the full row for Quarry LP 4,566 $179K 0.04% -16,132 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. 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