Baker Ellis Asset Management LLC More: the full row for Baker Ellis Asset Management LLC 5,800 $295K 0.04% new 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 5,783 $294K <0.01% new 13F-HR Timeline Impact Capital Partners LLC More: the full row for Impact Capital Partners LLC 5,755 $292K 0.09% +281 13F-HR Timeline VAUGHAN DAVID INVESTMENTS LLC/IL More: the full row for VAUGHAN DAVID INVESTMENTS LLC/IL 5,747 $292K 0.01% 0 13F-HR Timeline Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 5,744 $292K 0.02% +104 13F-HR Timeline Worth Financial Advisory Group, LLC More: the full row for Worth Financial Advisory Group, LLC 5,718 $290K 0.14% -10,715 13F-HR Timeline one8zero8, LLC More: the full row for one8zero8, LLC 5,700 $290K 0.06% -5,100 13F-HR Timeline STOCK YARDS BANK & TRUST CO More: the full row for STOCK YARDS BANK & TRUST CO 5,693 $289K 0.01% -137 13F-HR Timeline Facet Wealth, Inc. More: the full row for Facet Wealth, Inc. 4,537 $289K 0.01% new 13F-HR Timeline Retirement Planning Group, LLC More: the full row for Retirement Planning Group, LLC 5,673 $288K 0.01% new 13F-HR Timeline Gryphon Financial Partners LLC More: the full row for Gryphon Financial Partners LLC 5,627 $286K 0.03% new 13F-HR Timeline AVALON CAPITAL MANAGEMENT More: the full row for AVALON CAPITAL MANAGEMENT 5,590 $284K 0.07% 0 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 5,525 $281K 0.01% -933 13F-HR Timeline Willis Johnson & Associates, Inc. More: the full row for Willis Johnson & Associates, Inc. 5,510 $280K 0.02% -45 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 5,480 $278K 0.01% +206 13F-HR Timeline EXCALIBUR MANAGEMENT CORP More: the full row for EXCALIBUR MANAGEMENT CORP 5,476 $278K 0.1% -10 13F-HR Timeline INTRUST BANK NA More: the full row for INTRUST BANK NA 5,460 $277K 0.02% 0 13F-HR Timeline MORTON COMMUNITY BANK More: the full row for MORTON COMMUNITY BANK 4,602 $277K 0.06% new 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 5,456 $277K 0.01% 0 13F-HR Timeline Group Cornerstone Wealth Group, LLC More: the full row for Cornerstone Wealth Group, LLC 5,433 $276K 0.02% +279 13F-HR Timeline GDS Wealth Management More: the full row for GDS Wealth Management 5,360 $272K 0.02% 0 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 5,345 $271K 0.01% new 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 5,343 $271K 0.03% +203 13F-HR Timeline ENCOMPASS WEALTH ADVISORS, LLC More: the full row for ENCOMPASS WEALTH ADVISORS, LLC 5,342 $271K 0.09% 0 13F-HR Timeline Wick Capital Partners, LLC More: the full row for Wick Capital Partners, LLC 5,291 $269K 0.05% new 13F-HR/A Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 5,220 $265K 0.03% +932 13F-HR Timeline Retireful, LLC More: the full row for Retireful, LLC 5,154 $265K 0.33% new 13F-HR Timeline 71 West Capital Partners More: the full row for 71 West Capital Partners 5,210 $265K 0.01% 13F-HR Timeline AVAII WEALTH MANAGEMENT, LLC More: the full row for AVAII WEALTH MANAGEMENT, LLC 5,195 $264K 0.1% -478 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 5,183 $263K 0.01% +566 13F-HR Timeline CADINHA & CO LLC More: the full row for CADINHA & CO LLC 5,175 $263K 0.04% 0 13F-HR Timeline Aster Capital Management (DIFC) Ltd More: the full row for Aster Capital Management (DIFC) Ltd 5,132 $261K 0.11% -19,058 13F-HR Timeline Marks Group Wealth Management, Inc More: the full row for Marks Group Wealth Management, Inc 5,113 $260K 0.02% +8 13F-HR Timeline Waterfront Wealth Inc. More: the full row for Waterfront Wealth Inc. 4,167 $260K 0.05% new 13F-HR Timeline FORTRESS PRIVATE LEDGER, LLC More: the full row for FORTRESS PRIVATE LEDGER, LLC 5,112 $260K 0.09% new 13F-HR Timeline Tumwater Wealth Management, LLC More: the full row for Tumwater Wealth Management, LLC 5,085 $258K 0.11% new 13F-HR Timeline Carson Advisory Inc. More: the full row for Carson Advisory Inc. 5,064 $257K 0.13% -750 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 5,050 $256K 0.06% 0 13F-HR Timeline Gilliland Jeter Wealth Management LLC More: the full row for Gilliland Jeter Wealth Management LLC 5,039 $256K 0.08% new 13F-HR Timeline CLIFFORD SWAN INVESTMENT COUNSEL LLC More: the full row for CLIFFORD SWAN INVESTMENT COUNSEL LLC 5,000 $254K 0.01% new 13F-HR Timeline FAIRVIEW CAPITAL INVESTMENT MANAGEMENT,… More: the full row for FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC 5,000 $254K 0.01% -621 13F-HR Timeline MENORA MIVTACHIM HOLDINGS LTD. in group MENORA MIVTACHIM HOLDINGS LTD. More: the full row for MENORA MIVTACHIM HOLDINGS LTD. 5,000 $254K <0.01% -5,000 13F-HR Timeline Group Harbor Advisors LLC More: the full row for Harbor Advisors LLC 5,000 $254K 0.04% new 13F-HR Timeline Pavion Blue Capital, LLC More: the full row for Pavion Blue Capital, LLC 5,000 $254K 0.11% new 13F-HR Timeline TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC More: the full row for TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC 5,000 $254K 0.16% new 13F-HR Timeline CPA Asset Management Group, LLC More: the full row for CPA Asset Management Group, LLC 4,997 $254K 0.09% new 13F-HR Timeline BERKSHIRE ASSET MANAGEMENT LLC/PA More: the full row for BERKSHIRE ASSET MANAGEMENT LLC/PA 4,961 $252K 0.01% new 13F-HR Timeline BEARING POINT CAPITAL, LLC More: the full row for BEARING POINT CAPITAL, LLC 4,952 $252K 0.04% new 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 4,943 $251K 0.01% new 13F-HR Timeline Group MASTERINVEST Kapitalanlage GmbH More: the full row for MASTERINVEST Kapitalanlage GmbH 4,871 $250K 0.02% new 13F-HR Timeline Iron Gate Global Advisors LLC More: the full row for Iron Gate Global Advisors LLC 4,926 $250K 0.03% -500 13F-HR Timeline LOWE BROCKENBROUGH & CO INC More: the full row for LOWE BROCKENBROUGH & CO INC 4,908 $249K 0.01% new 13F-HR Timeline PATTON FUND MANAGEMENT, INC. More: the full row for PATTON FUND MANAGEMENT, INC. 4,897 $249K 0.03% -1,000 13F-HR Timeline Wellspring Financial Advisors, LLC More: the full row for Wellspring Financial Advisors, LLC 4,864 $247K 0.02% new 13F-HR Timeline XML Financial, LLC More: the full row for XML Financial, LLC 4,860 $247K 0.02% new 13F-HR Timeline Legacy Capital Wealth Partners, LLC More: the full row for Legacy Capital Wealth Partners, LLC 4,859 $247K 0.05% new 13F-HR Timeline ASHTON THOMAS SECURITIES, LLC More: the full row for ASHTON THOMAS SECURITIES, LLC 4,846 $246K 0.05% new 13F-HR Timeline Generali Investments, Management Co LLC More: the full row for Generali Investments, Management Co LLC 4,809 $244K 0.05% +1,085 13F-HR Timeline Warther Private Wealth, LLC More: the full row for Warther Private Wealth, LLC 4,797 $244K 0.06% new 13F-HR Timeline Abel Hall, LLC More: the full row for Abel Hall, LLC 4,797 $244K 0.06% new 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 4,330 $243K 0.01% -651 13F-HR Timeline Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 3,998 $242K 0.02% new 13F-HR Timeline Providence First Trust Co More: the full row for Providence First Trust Co 4,750 $241K 0.08% new 13F-HR Timeline Bank of Marin More: the full row for Bank of Marin 4,750 $241K 0.17% new 13F-HR Timeline Wealth Science Advisors LLC More: the full row for Wealth Science Advisors LLC 4,747 $241K 0.14% 13F-HR Timeline PATRICK M SWEENEY & ASSOCIATES, INC More: the full row for PATRICK M SWEENEY & ASSOCIATES, INC 4,746 $241K 0.15% new 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 4,735 $240K 0.08% -11,865 13F-HR Timeline FUKOKU MUTUAL LIFE INSURANCE Co More: the full row for FUKOKU MUTUAL LIFE INSURANCE Co 4,733 $240K 0.02% new 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 4,724 $240K <0.01% -1,093 13F-HR Timeline GRIMES & Co WEALTH MANAGEMENT, LLC More: the full row for GRIMES & Co WEALTH MANAGEMENT, LLC 4,661 $237K 0.01% new 13F-HR Timeline Cornerstone Select Advisors, LLC More: the full row for Cornerstone Select Advisors, LLC 4,658 $237K 0.16% new 13F-HR Timeline CARY STREET PARTNERS ASSET MANAGEMENT L… group of 2 filers holding More: the full row for CARY STREET PARTNERS ASSET MANAGEMENT LLC 4,651 $236K new Timeline Alpha Omega Wealth Management LLC More: the full row for Alpha Omega Wealth Management LLC 4,637 $236K 0.04% new 13F-HR Timeline LANE BROTHERS & CO INC More: the full row for LANE BROTHERS & CO INC 4,634 $235K 0.17% 13F-HR Timeline New Republic Capital, LLC More: the full row for New Republic Capital, LLC 4,632 $235K 0.06% new 13F-HR Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 4,617 $234K 0.01% new 13F-HR Timeline Focused Wealth Management, Inc More: the full row for Focused Wealth Management, Inc 4,612 $234K 0.02% new 13F-HR Timeline Symphony Financial, Ltd. Co. More: the full row for Symphony Financial, Ltd. Co. 4,595 $234K 0.03% new 13F-HR Timeline Benin Management CORP More: the full row for Benin Management CORP 4,596 $233K 0.05% new 13F-HR Timeline SEVEN MILE ADVISORY More: the full row for SEVEN MILE ADVISORY 4,594 $233K 0.04% new 13F-HR Timeline Procyon Advisors, LLC More: the full row for Procyon Advisors, LLC 4,556 $231K 0.01% new 13F-HR Timeline WHITE PINE CAPITAL LLC More: the full row for WHITE PINE CAPITAL LLC 4,550 $231K 0.06% new 13F-HR Timeline Hardin Capital Partners, LLC More: the full row for Hardin Capital Partners, LLC 4,537 $230K 0.11% new 13F-HR Timeline Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 4,524 $230K 0.02% -21 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 4,523 $230K <0.01% new 13F-HR Timeline First PREMIER Bank More: the full row for First PREMIER Bank 4,500 $229K 0.05% -332 13F-HR Timeline BURKE & HERBERT BANK & TRUST CO More: the full row for BURKE & HERBERT BANK & TRUST CO 4,500 $229K 0.06% new 13F-HR Timeline Pines Wealth Management, LLC More: the full row for Pines Wealth Management, LLC 4,484 $228K 0.07% new 13F-HR Timeline Plan A Wealth LLC More: the full row for Plan A Wealth LLC 4,461 $227K 0.11% new 13F-HR Timeline FORTEM FINANCIAL GROUP, LLC More: the full row for FORTEM FINANCIAL GROUP, LLC 4,441 $226K 0.06% new 13F-HR Timeline Heartland Bank & Trust Co More: the full row for Heartland Bank & Trust Co 4,415 $224K 0.09% new 13F-HR Timeline Regent Peak Wealth Advisors LLC More: the full row for Regent Peak Wealth Advisors LLC 4,412 $224K 0.04% new 13F-HR Timeline BRAVE ASSET MANAGEMENT INC More: the full row for BRAVE ASSET MANAGEMENT INC 4,400 $223K 0.05% new 13F-HR Timeline Evanson Asset Management, LLC More: the full row for Evanson Asset Management, LLC 4,400 $223K 0.01% -3,000 13F-HR Timeline PharVision Advisers, LLC More: the full row for PharVision Advisers, LLC 4,393 $223K 0.11% -4,214 13F-HR Timeline Biltmore Wealth Management, LLC More: the full row for Biltmore Wealth Management, LLC 4,374 $222K 0.08% -9,945 13F-HR Timeline Trueblood Wealth Management, LLC More: the full row for Trueblood Wealth Management, LLC 4,370 $222K 0.09% new 13F-HR Timeline WEST MICHIGAN ADVISORS, LLC More: the full row for WEST MICHIGAN ADVISORS, LLC 4,307 $219K 0.05% new 13F-HR Timeline Flatrock Wealth Partners LLC More: the full row for Flatrock Wealth Partners LLC 4,306 $219K 0.1% 13F-HR/A Timeline DEBUSSY CAPITAL MANAGEMENT LP More: the full row for DEBUSSY CAPITAL MANAGEMENT LP 4,289 $218K 0.03% new 13F-HR Timeline POINCIANA ADVISORS GROUP, LLC More: the full row for POINCIANA ADVISORS GROUP, LLC 4,287 $218K 0.17% new 13F-HR Timeline Capital Markets Trading UK LLP More: the full row for Capital Markets Trading UK LLP 4,258 $216K 0.26% -57,350 13F-HR/A Timeline LEIGH BALDWIN & CO., LLC More: the full row for LEIGH BALDWIN & CO., LLC 4,244 $216K 0.14% new 13F-HR Timeline LBMC INVESTMENT ADVISORS, LLC More: the full row for LBMC INVESTMENT ADVISORS, LLC 4,250 $216K 0.01% -3,700 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 4,248 $216K 0.01% 0 13F-HR Timeline Group OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 4,241 $215K 0.01% +208 13F-HR Timeline Income Insurance Ltd More: the full row for Income Insurance Ltd 4,238 $215K 0.14% 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Gallagher Fiduciary Advisors, LLC in group Gallagher Fiduciary Advisors,… More: the full row for Gallagher Fiduciary Advisors, LLC 4,238 $215K 0.01% new 13F-HR Timeline Group WELLINGTON-ALTUS USA INC. More: the full row for WELLINGTON-ALTUS USA INC. 4,190 $213K 0.16% 13F-HR Timeline CANANDAIGUA NATIONAL BANK & TRUST CO in group CANANDAIGUA NATIONAL BANK & T… More: the full row for CANANDAIGUA NATIONAL BANK & TRUST CO 4,183 $212K 0.02% new 13F-HR Timeline Group Sunpointe, LLC More: the full row for Sunpointe, LLC 4,179 $212K 0.07% new 13F-HR Timeline SILVERLAKE WEALTH MANAGEMENT LLC More: the full row for SILVERLAKE WEALTH MANAGEMENT LLC 4,170 $212K 0.05% new 13F-HR Timeline LJI Wealth Management, LLC More: the full row for LJI Wealth Management, LLC 4,162 $211K 0.03% new 13F-HR Timeline Mathes Company, Inc. More: the full row for Mathes Company, Inc. 4,150 $211K 0.08% new 13F-HR Timeline IAM Advisory, LLC More: the full row for IAM Advisory, LLC 4,137 $210K 0.05% new 13F-HR Timeline Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 4,125 $210K 0.07% +102 13F-HR Timeline 55 North Private Wealth, LLC More: the full row for 55 North Private Wealth, LLC 4,123 $209K 0.06% 13F-HR Timeline CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 4,123 $209K 0.12% +226 13F-HR Timeline Centric Wealth Management More: the full row for Centric Wealth Management 3,439 $209K 0.04% new 13F-HR Timeline Syverson Strege & Co More: the full row for Syverson Strege & Co 4,113 $209K 0.05% new 13F-HR Timeline MOODY LYNN LIEBERSON & WALKER, LLC More: the full row for MOODY LYNN LIEBERSON & WALKER, LLC 4,105 $208K 0.01% new 13F-HR Timeline Kercheville Advisors, LLC More: the full row for Kercheville Advisors, LLC 3,530 $208K 0.05% new 13F-HR Timeline M. Kulyk & Associates, LLC More: the full row for M. Kulyk & Associates, LLC 4,068 $207K 0.04% new 13F-HR Timeline Quantum Financial Advisors, LLC More: the full row for Quantum Financial Advisors, LLC 4,064 $206K 0.02% new 13F-HR Timeline Directional Asset Management More: the full row for Directional Asset Management 4,053 $206K 0.18% 13F-HR Timeline PETTYJOHN, WOOD & WHITE, INC More: the full row for PETTYJOHN, WOOD & WHITE, INC 4,051 $206K 0.03% new 13F-HR Timeline Wealth Alliance Advisory Group, LLC More: the full row for Wealth Alliance Advisory Group, LLC 4,042 $205K 0.04% new 13F-HR Timeline LAZARI CAPITAL MANAGEMENT, INC. More: the full row for LAZARI CAPITAL MANAGEMENT, INC. 4,033 $205K 0.07% new 13F-HR/A Timeline CAMBIENT FAMILY OFFICE, LLC More: the full row for CAMBIENT FAMILY OFFICE, LLC 4,031 $205K 0.03% 13F-HR Timeline Measured Wealth Private Client Group, L… More: the full row for Measured Wealth Private Client Group, LLC 4,029 $205K 0.05% 0 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 4,024 $204K 0.01% new 13F-HR Timeline Matisse Capital More: the full row for Matisse Capital 4,023 $204K 0.09% new 13F-HR Timeline Texas Bank & Trust Co More: the full row for Texas Bank & Trust Co 4,010 $204K 0.07% new 13F-HR Timeline Coordinated Financial Services, Inc. More: the full row for Coordinated Financial Services, Inc. 4,009 $204K 0.12% new 13F-HR Timeline Signet Investment Advisory Group, Inc. More: the full row for Signet Investment Advisory Group, Inc. 4,000 $203K 0.09% new 13F-HR Timeline Confluence Wealth Services, Inc. More: the full row for Confluence Wealth Services, Inc. 3,983 $202K 0.01% new 13F-HR Timeline Investment Research Partners LLC More: the full row for Investment Research Partners LLC 3,982 $202K 0.09% new 13F-HR Timeline Ethos Financial Group, LLC More: the full row for Ethos Financial Group, LLC 3,981 $202K 0.01% new 13F-HR Timeline NOVARE CAPITAL MANAGEMENT LLC More: the full row for NOVARE CAPITAL MANAGEMENT LLC 3,980 $202K 0.02% new 13F-HR Timeline PEAPACK GLADSTONE FINANCIAL CORP More: the full row for PEAPACK GLADSTONE FINANCIAL CORP 3,986 $202K <0.01% new 13F-HR Timeline GUYASUTA INVESTMENT ADVISORS INC More: the full row for GUYASUTA INVESTMENT ADVISORS INC 3,977 $202K 0.01% new 13F-HR Timeline Walker Asset Management, LLC More: the full row for Walker Asset Management, LLC 3,973 $202K 0.11% new 13F-HR Timeline HORIZON BANCORP INC /IN/ More: the full row for HORIZON BANCORP INC /IN/ 3,963 $201K 0.1% +1,107 13F-HR Timeline COUNTRY TRUST BANK More: the full row for COUNTRY TRUST BANK 3,949 $201K <0.01% -6,500 13F-HR Timeline Legacy Capital Group California, Inc. More: the full row for Legacy Capital Group California, Inc. 3,946 $200K 0.05% new 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 3,875 $197K 0.02% -131 13F-HR Timeline SENTRY INVESTMENT MANAGEMENT LLC More: the full row for SENTRY INVESTMENT MANAGEMENT LLC 3,770 $191K 0.13% -1,214 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 3,757 $191K 0.01% +569 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 3,674 $187K 0.05% -225 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 3,530 $179K <0.01% -2 13F-HR Timeline SPIRIT OF AMERICA MANAGEMENT CORP/NY More: the full row for SPIRIT OF AMERICA MANAGEMENT CORP/NY 3,500 $178K 0.04% 0 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 3,429 $174K 0.01% -1,132 13F-HR Timeline Group Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 3,386 $172K 0.04% 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 3,271 $166K 0.01% +216 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 3,190 $162K 0.04% +2,189 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 3,153 $160K 0.09% -914 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 3,119 $158K 0.01% +195 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 3,018 $153K <0.01% +208 13F-HR/A Timeline Group HM PAYSON & CO More: the full row for HM PAYSON & CO 3,005 $153K <0.01% -122 13F-HR Timeline Piscataqua Savings Bank More: the full row for Piscataqua Savings Bank 3,000 $152K 0.11% 0 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 2,969 $151K <0.01% +148 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 2,891 $147K 0.01% -138 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 2,830 $144K 0.08% +494 13F-HR Timeline Bayforest Capital Ltd More: the full row for Bayforest Capital Ltd 2,787 $142K 0.11% +1,089 13F-HR Timeline Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 2,784 $141K <0.01% -11,700 13F-HR Timeline Global Wealth Strategies & Associates More: the full row for Global Wealth Strategies & Associates 2,765 $140K 0.04% 0 13F-HR Timeline Winch Advisory Services, LLC More: the full row for Winch Advisory Services, LLC 2,759 $140K 0.03% +9 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 2,750 $140K 0.04% +362 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 2,571 $131K <0.01% +250 13F-HR Timeline Ionic Capital Management LLC More: the full row for Ionic Capital Management LLC 2,500 $127K 0.13% new 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 2,488 $126K 0.03% -26 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 2,480 $126K 0.01% +1,172 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 2,475 $126K 0.03% +5 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 2,423 $123K 0.02% -296 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 2,388 $121K 0.02% +103 13F-HR Timeline Centerpoint Advisors, LLC More: the full row for Centerpoint Advisors, LLC 2,350 $119K 0.04% 0 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 2,322 $118K <0.01% +1,353 13F-HR Timeline Group DV EQUITIES, LLC More: the full row for DV EQUITIES, LLC 2,278 $116K 0.02% 13F-HR Timeline NCP Inc. More: the full row for NCP Inc. 2,157 $110K 0.09% new 13F-HR Timeline Core Alternative Capital More: the full row for Core Alternative Capital 2,142 $109K 0.03% +2,054 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 2,068 $105K 0.01% -295 13F-HR Timeline MONETARY MANAGEMENT GROUP INC More: the full row for MONETARY MANAGEMENT GROUP INC 2,000 $102K 0.02% 0 13F-HR Timeline OSTRUM ASSET MANAGEMENT More: the full row for OSTRUM ASSET MANAGEMENT 1,996 $101K <0.01% -661 13F-HR Timeline Pilgrim Partners Asia Pte Ltd More: the full row for Pilgrim Partners Asia Pte Ltd 1,960 $99.5K 0.05% +1,050 13F-HR Timeline CASTLEARK MANAGEMENT LLC More: the full row for CASTLEARK MANAGEMENT LLC 1,950 $99K <0.01% +880 13F-HR Timeline AXS Investments LLC More: the full row for AXS Investments LLC 1,946 $98.8K 0.03% +35 13F-HR/A Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 1,915 $97.3K 0.04% +251 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 1,864 $94.7K 0.03% 0 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 1,840 $93K <0.01% +184 13F-HR Timeline Avalon Trust Co More: the full row for Avalon Trust Co 1,799 $91.4K 0.01% +86 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 1,778 $90.3K 0.04% 0 13F-HR Timeline Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 1,765 $89.6K 0.01% +117 13F-HR Timeline BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 1,725 $87.6K 0.01% new 13F-HR Timeline JCIC Asset Management Inc. More: the full row for JCIC Asset Management Inc. 1,699 $86.3K 0.03% -25 13F-HR Timeline Hilton Head Capital Partners, LLC More: the full row for Hilton Head Capital Partners, LLC 1,693 $86K 0.05% 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 1,649 $83.8K 0.01% -861 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 1,639 $83.2K 0.01% +401 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 1,628 $82.7K 0.01% +240 13F-HR Timeline Basepoint Wealth LLC More: the full row for Basepoint Wealth LLC 1,626 $82.6K 0.05% new 13F-HR Timeline Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 1,612 $81.9K 0.09% +203 13F-HR Timeline