Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 8,627 $435K 0.03% +320 13F-HR Timeline Heritage Trust Co More: the full row for Heritage Trust Co 8,591 $433K 0.05% +500 13F-HR Timeline Brown Financial Advisors More: the full row for Brown Financial Advisors 8,580 $433K 0.16% new 13F-HR Timeline OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 8,580 $433K 0.01% -1,223 13F-HR Timeline Foster Group, Inc. More: the full row for Foster Group, Inc. 8,482 $428K 0.01% +777 13F-HR Timeline ZWJ INVESTMENT COUNSEL INC More: the full row for ZWJ INVESTMENT COUNSEL INC 8,467 $427K 0.02% 0 13F-HR Timeline GRIFFIN ASSET MANAGEMENT, INC. More: the full row for GRIFFIN ASSET MANAGEMENT, INC. 8,461 $427K 0.05% +17 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 8,448 $426K 0.05% +1,037 13F-HR Timeline INVESTORS ASSET MANAGEMENT OF GEORGIA I… More: the full row for INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV 8,430 $425K 0.18% -497 13F-HR Timeline Investor's Fiduciary Advisor Network, L… More: the full row for Investor's Fiduciary Advisor Network, LLC 8,433 $425K 0.14% -301 13F-HR Timeline Ransom Advisory, Ltd More: the full row for Ransom Advisory, Ltd 8,412 $424K 0.19% 0 13F-HR/A Timeline Curbstone Financial Management Corp More: the full row for Curbstone Financial Management Corp 8,404 $424K 0.08% -260 13F-HR Timeline BAILARD, INC. More: the full row for BAILARD, INC. 8,386 $423K 0.01% +1,085 13F-HR Timeline Forvis Mazars Wealth Advisors, LLC More: the full row for Forvis Mazars Wealth Advisors, LLC 8,375 $422K 0.01% +36 13F-HR Timeline Confluence Wealth Services, Inc. More: the full row for Confluence Wealth Services, Inc. 8,374 $422K 0.02% -678 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 8,353 $421K <0.01% -200 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 8,798 $420K 0.01% -655 13F-HR/A Timeline Northside Capital Management, LLC More: the full row for Northside Capital Management, LLC 8,307 $419K 0.04% 0 13F-HR Timeline Wealth Group Ltd More: the full row for Wealth Group Ltd 8,271 $417K 0.1% +11 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 8,263 $417K 0.03% +2,527 13F-HR Timeline TRUSTMARK BANK TRUST DEPARTMENT More: the full row for TRUSTMARK BANK TRUST DEPARTMENT 8,252 $416K 0.03% 0 13F-HR Timeline Granite Investment Partners, LLC More: the full row for Granite Investment Partners, LLC 8,220 $414K 0.02% -1,550 13F-HR Timeline Barry Investment Advisors, LLC More: the full row for Barry Investment Advisors, LLC 8,168 $412K 0.09% -7 13F-HR Timeline GROUPAMA ASSET MANAGMENT More: the full row for GROUPAMA ASSET MANAGMENT 8,148 $411K 0.01% new 13F-HR Timeline NavPoint Financial, Inc. More: the full row for NavPoint Financial, Inc. 8,145 $411K 0.22% 0 13F-HR Timeline FLC Capital Advisors More: the full row for FLC Capital Advisors 8,070 $407K 0.08% new 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 8,047 $406K 0.02% +1,108 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 8,015 $404K 0.03% -109 13F-HR Timeline Delaney Dennis R More: the full row for Delaney Dennis R 8,000 $403K 0.2% 0 13F-HR Timeline JB Capital LLC More: the full row for JB Capital LLC 7,957 $401K 0.02% -48,091 13F-HR Timeline SILVERLAKE WEALTH MANAGEMENT LLC More: the full row for SILVERLAKE WEALTH MANAGEMENT LLC 7,939 $400K 0.1% -203 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 7,925 $400K 0.03% -78 13F-HR Timeline Avalon Trust Co More: the full row for Avalon Trust Co 7,914 $399K 0.03% +16 13F-HR Timeline SAWGRASS ASSET MANAGEMENT LLC More: the full row for SAWGRASS ASSET MANAGEMENT LLC 7,849 $396K 0.05% -152 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 7,822 $394K 0.02% +718 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 7,810 $394K 0.01% -202 13F-HR Timeline Finivi Inc. More: the full row for Finivi Inc. 7,739 $390K 0.25% -21 13F-HR Timeline Copley Financial Group, Inc. More: the full row for Copley Financial Group, Inc. 7,730 $390K 0.27% new 13F-HR Timeline Cladis Investment Advisory, LLC More: the full row for Cladis Investment Advisory, LLC 7,673 $387K 0.22% -2,600 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 7,577 $384K 0.07% 0 13F-HR Timeline Oxbow Advisors, LLC More: the full row for Oxbow Advisors, LLC 7,604 $383K 0.04% -50,635 13F-HR Timeline Center For Asset Management LLC More: the full row for Center For Asset Management LLC 7,568 $382K 0.2% +252 13F-HR Timeline Polymer Capital Management (HK) LTD More: the full row for Polymer Capital Management (HK) LTD 7,559 $381K 0.05% +1,852 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 7,548 $381K 0.01% -1 13F-HR Timeline Group SEAMOUNT FINANCIAL GROUP INC More: the full row for SEAMOUNT FINANCIAL GROUP INC 7,519 $379K 0.18% +300 13F-HR Timeline Torrey Growth & Income Advisors More: the full row for Torrey Growth & Income Advisors 7,500 $378K 0.11% 13F-HR Timeline Aull & Monroe Investment Management Corp More: the full row for Aull & Monroe Investment Management Corp 7,494 $378K 0.19% -300 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 7,468 $377K 0.04% -5,041 13F-HR Timeline LCNB CORP More: the full row for LCNB CORP 7,466 $376K 0.13% -700 13F-HR Timeline City Center Advisors, LLC More: the full row for City Center Advisors, LLC 7,429 $375K 0.36% +133 13F-HR Timeline BURKE & HERBERT BANK & TRUST CO More: the full row for BURKE & HERBERT BANK & TRUST CO 7,408 $374K 0.08% -800 13F-HR Timeline New England Research & Management, Inc. More: the full row for New England Research & Management, Inc. 7,400 $373K 0.17% -725 13F-HR Timeline SOMERVILLE KURT F More: the full row for SOMERVILLE KURT F 7,368 $371K 0.06% 0 13F-HR Timeline TRILLIUM ASSET MANAGEMENT, LLC More: the full row for TRILLIUM ASSET MANAGEMENT, LLC 7,364 $371K 0.01% -1,407 13F-HR Timeline Evercore Wealth Management, LLC More: the full row for Evercore Wealth Management, LLC 7,338 $370K 0.01% -563 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 7,307 $368K 0.01% +1,224 13F-HR Timeline Valley Brook Capital Group, Inc. More: the full row for Valley Brook Capital Group, Inc. 7,305 $368K 0.25% -170 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 7,277 $367K 0.02% +1,560 13F-HR Timeline Group Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 7,221 $364K -13,849 Timeline Portland Global Advisors LLC More: the full row for Portland Global Advisors LLC 7,211 $364K 0.04% 0 13F-HR Timeline CAHILL FINANCIAL ADVISORS INC More: the full row for CAHILL FINANCIAL ADVISORS INC 7,200 $363K 0.04% +819 13F-HR Timeline Sippican Capital Advisors More: the full row for Sippican Capital Advisors 7,180 $362K 0.24% -2,396 13F-HR Timeline BARR E S & CO More: the full row for BARR E S & CO 7,150 $361K 0.02% 0 13F-HR Timeline NORTH STAR ASSET MANAGEMENT INC More: the full row for NORTH STAR ASSET MANAGEMENT INC 7,119 $359K 0.01% 0 13F-HR Timeline RiverFront Investment Group, LLC More: the full row for RiverFront Investment Group, LLC 7,114 $359K 0.01% new 13F-HR Timeline Teza Capital Management LLC More: the full row for Teza Capital Management LLC 7,113 $359K 1.94% new 13F-HR Timeline Bollard Group LLC More: the full row for Bollard Group LLC 7,107 $358K 0.01% +65 13F-HR Timeline LOM Asset Management Ltd More: the full row for LOM Asset Management Ltd 7,092 $358K 0.11% 0 13F-HR Timeline Capital Square, LLC More: the full row for Capital Square, LLC 7,056 $356K 0.18% -253 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 7,034 $355K 0.01% -266 13F-HR Timeline Stiles Financial Services Inc More: the full row for Stiles Financial Services Inc 7,033 $355K 0.11% -2,698 13F-HR Timeline Kure Advisory, LLC More: the full row for Kure Advisory, LLC 7,027 $354K 0.22% -245 13F-HR Timeline BECKER CAPITAL MANAGEMENT INC More: the full row for BECKER CAPITAL MANAGEMENT INC 7,010 $353K 0.01% -28 13F-HR Timeline CFS Investment Advisory Services, LLC More: the full row for CFS Investment Advisory Services, LLC 7,449 $353K 0.03% +2,398 13F-HR Timeline NorthCrest Asset Manangement, LLC More: the full row for NorthCrest Asset Manangement, LLC 6,930 $353K 0.01% -215,385 13F-HR Timeline FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 6,991 $352K 0.02% +1,153 13F-HR Timeline Sicart Associates LLC More: the full row for Sicart Associates LLC 6,958 $351K 0.1% 0 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 6,958 $351K 0.01% 0 13F-HR Timeline Bridgefront Capital, LLC More: the full row for Bridgefront Capital, LLC 6,912 $349K 0.1% new 13F-HR Timeline Wallace Capital Management Inc. More: the full row for Wallace Capital Management Inc. 6,900 $348K 0.04% 0 13F-HR Timeline Carlton Hofferkamp & Jenks Wealth Manag… More: the full row for Carlton Hofferkamp & Jenks Wealth Management, LLC 7,172 $346K 0.12% +2 13F-HR Timeline J2 Capital Management Inc More: the full row for J2 Capital Management Inc 6,847 $345K 0.26% +1 13F-HR Timeline Beaton Management Co. Inc. More: the full row for Beaton Management Co. Inc. 6,838 $345K 0.16% -600 13F-HR Timeline PROFUND ADVISORS LLC More: the full row for PROFUND ADVISORS LLC 6,841 $345K 0.01% -279 13F-HR Timeline Carson Advisory Inc. More: the full row for Carson Advisory Inc. 6,809 $343K 0.19% 0 13F-HR Timeline KCM INVESTMENT ADVISORS LLC More: the full row for KCM INVESTMENT ADVISORS LLC 6,788 $342K 0.01% +25 13F-HR Timeline Aurora Investment Counsel More: the full row for Aurora Investment Counsel 6,786 $342K 0.18% -46 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 6,783 $342K 0.01% +718 13F-HR Timeline ClearAlpha Technologies LP More: the full row for ClearAlpha Technologies LP 6,780 $342K 0.94% new 13F-HR Timeline Moloney Securities Asset Management, LLC More: the full row for Moloney Securities Asset Management, LLC 6,768 $341K 0.04% -3,748 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 6,737 $340K <0.01% -105 13F-HR Timeline Farmers National Bank More: the full row for Farmers National Bank 6,715 $339K 0.08% 0 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 6,658 $336K 0.05% +5,756 13F-HR Timeline Trueblood Wealth Management, LLC More: the full row for Trueblood Wealth Management, LLC 6,641 $335K 0.13% +13 13F-HR Timeline Wealth Alliance Advisory Group, LLC More: the full row for Wealth Alliance Advisory Group, LLC 6,637 $335K 0.06% -602 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 6,632 $334K 0.01% +608 13F-HR Timeline Haverford Trust Co More: the full row for Haverford Trust Co 6,607 $333K <0.01% -994 13F-HR Timeline Intrua Financial, LLC More: the full row for Intrua Financial, LLC 6,574 $331K 0.04% +1,722 13F-HR Timeline Cambria Investment Management, L.P. More: the full row for Cambria Investment Management, L.P. 6,570 $331K 0.02% new 13F-HR/A Timeline Callan Family Office, LLC More: the full row for Callan Family Office, LLC 6,528 $329K 0.01% -1,950 13F-HR Timeline TOWNSQUARE CAPITAL LLC More: the full row for TOWNSQUARE CAPITAL LLC 6,525 $329K 0.05% -2,222 13F-HR Timeline PHYSICIANS FINANCIAL SERVICES, INC. More: the full row for PHYSICIANS FINANCIAL SERVICES, INC. 6,497 $328K 0.09% -100 13F-HR Timeline Catalyst Funds Management Pty Ltd More: the full row for Catalyst Funds Management Pty Ltd 6,500 $328K 0.05% new 13F-HR Timeline SCHNIEDERS CAPITAL MANAGEMENT, LLC. More: the full row for SCHNIEDERS CAPITAL MANAGEMENT, LLC. 6,493 $327K 0.06% 13F-HR Timeline Swisher Financial Concepts, Inc. More: the full row for Swisher Financial Concepts, Inc. 6,475 $326K 0.2% 0 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 6,475 $326K 0.02% -35 13F-HR Timeline Latash Investments, LLC More: the full row for Latash Investments, LLC 6,435 $324K 0.24% 0 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 6,418 $324K <0.01% -12,869 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 6,409 $323K 0.03% -1,200 13F-HR Timeline MARCO INVESTMENT MANAGEMENT LLC More: the full row for MARCO INVESTMENT MANAGEMENT LLC 6,400 $323K 0.02% -1,300 13F-HR Timeline CRAWFORD INVESTMENT COUNSEL INC More: the full row for CRAWFORD INVESTMENT COUNSEL INC 6,397 $323K 0.01% -250 13F-HR Timeline Busey Bank More: the full row for Busey Bank 6,341 $320K 0.01% +1,200 13F-HR Timeline 1ST SOURCE BANK More: the full row for 1ST SOURCE BANK 6,336 $319K 0.02% 0 13F-HR Timeline Badgley Phelps Wealth Managers, LLC More: the full row for Badgley Phelps Wealth Managers, LLC 6,323 $319K 0.01% +91 13F-HR Timeline SIH Partners, LLLP in group SIH Partners, LLLP More: the full row for SIH Partners, LLLP 6,296 $317K 0.03% new 13F-HR Timeline Group Biltmore Family Office, LLC More: the full row for Biltmore Family Office, LLC 6,275 $316K 0.05% -115 13F-HR Timeline Klingman & Associates, LLC More: the full row for Klingman & Associates, LLC 6,260 $316K 0.02% +889 13F-HR Timeline Wagner Wealth Management, LLC More: the full row for Wagner Wealth Management, LLC 6,258 $316K 0.07% -673 13F-HR Timeline OAK HILL WEALTH ADVISORS, LLC More: the full row for OAK HILL WEALTH ADVISORS, LLC 6,253 $315K 0.06% 0 13F-HR Timeline EVERETT HARRIS & CO /CA/ More: the full row for EVERETT HARRIS & CO /CA/ 6,210 $313K <0.01% 0 13F-HR Timeline THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 6,224 $313K 0.02% -2,818 13F-HR Timeline ADELL HARRIMAN & CARPENTER INC More: the full row for ADELL HARRIMAN & CARPENTER INC 6,166 $311K 0.02% -428 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 6,120 $309K 0.01% -903 13F-HR Timeline Group VeraBank, N.A. More: the full row for VeraBank, N.A. 6,117 $308K 0.06% +200 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 6,112 $308K 0.01% +1,764 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 6,107 $308K 0.01% -200 13F-HR Timeline BRANDYWINE OAK PRIVATE WEALTH LLC More: the full row for BRANDYWINE OAK PRIVATE WEALTH LLC 6,102 $308K 0.03% -2,264 13F-HR Timeline Strata Wealth Advisors, LLC More: the full row for Strata Wealth Advisors, LLC 6,074 $306K 0.08% new 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 6,063 $306K 0.01% +3,720 13F-HR Timeline SVB WEALTH LLC More: the full row for SVB WEALTH LLC 6,003 $303K 0.02% -1,014 13F-HR Timeline Partnership Wealth Management, LLC More: the full row for Partnership Wealth Management, LLC 6,000 $303K 0.23% 0 13F-HR Timeline Armstrong, Fleming & Moore, Inc More: the full row for Armstrong, Fleming & Moore, Inc 5,981 $302K 0.14% 0 13F-HR Timeline Ipswich Investment Management Co., Inc. More: the full row for Ipswich Investment Management Co., Inc. 5,898 $297K 0.07% -400 13F-HR Timeline COUNTRY CLUB BANK More: the full row for COUNTRY CLUB BANK 5,945 $295K 0.02% +1,333 13F-HR Timeline PSI Advisors, LLC More: the full row for PSI Advisors, LLC 5,850 $295K 0.08% new 13F-HR Timeline CAPE COD FIVE CENTS SAVINGS BANK More: the full row for CAPE COD FIVE CENTS SAVINGS BANK 3,987 $294K 0.03% 0 13F-HR Timeline Nicholas Hoffman & Company, LLC. More: the full row for Nicholas Hoffman & Company, LLC. 5,833 $294K 0.01% -154 13F-HR Timeline TOCQUEVILLE ASSET MANAGEMENT L.P. in group TOCQUEVILLE ASSET MANAGEMENT … More: the full row for TOCQUEVILLE ASSET MANAGEMENT L.P. 5,827 $294K <0.01% -1,617 13F-HR Timeline Group KG Capital Management More: the full row for KG Capital Management 5,579 $292K 0.08% -376 13F-HR Timeline LOWE BROCKENBROUGH & CO INC More: the full row for LOWE BROCKENBROUGH & CO INC 5,763 $291K 0.01% +550 13F-HR Timeline United Community Bank in group United Community Bank More: the full row for United Community Bank 5,759 $290K 0.09% +259 13F-HR Timeline Group First Fiduciary Investment Counsel, Inc. More: the full row for First Fiduciary Investment Counsel, Inc. 5,717 $288K 0.06% -5 13F-HR Timeline Zhang Financial LLC More: the full row for Zhang Financial LLC 5,705 $288K 0.01% -40 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 5,679 $286K <0.01% +8 13F-HR Timeline HANCOCK WHITNEY CORP More: the full row for HANCOCK WHITNEY CORP 5,648 $285K 0.01% -3,175 13F-HR Timeline WASHINGTON TRUST Co More: the full row for WASHINGTON TRUST Co 5,642 $284K 0.01% 0 13F-HR Timeline Diligent Investors, LLC More: the full row for Diligent Investors, LLC 5,619 $283K 0.07% -1,087 13F-HR Timeline Impact Investors, Inc More: the full row for Impact Investors, Inc 5,608 $283K 0.19% 0 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 5,297 $282K 0.02% 0 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 5,582 $281K 0.12% +16 13F-HR Timeline Uncommon Cents Investing LLC More: the full row for Uncommon Cents Investing LLC 5,545 $280K 0.07% +1,540 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 5,519 $278K 0.08% -626 13F-HR/A Timeline MARIETTA INVESTMENT PARTNERS LLC More: the full row for MARIETTA INVESTMENT PARTNERS LLC 5,517 $278K 0.05% -2,983 13F-HR Timeline 1858 WEALTH MANAGEMENT, LLC More: the full row for 1858 WEALTH MANAGEMENT, LLC 5,508 $278K 0.19% +58 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 5,500 $277K 0.1% 0 13F-HR Timeline PLATINUM INVESTMENT MANAGEMENT LTD More: the full row for PLATINUM INVESTMENT MANAGEMENT LTD 5,493 $277K 0.02% +958 13F-HR Timeline Canopy Partners, LLC More: the full row for Canopy Partners, LLC 5,493 $277K 0.09% +868 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 5,486 $277K 0.02% -320 13F-HR Timeline Aegis Wealth Management LLC More: the full row for Aegis Wealth Management LLC 5,472 $276K 0.15% new 13F-HR Timeline Aberdeen Wealth Management LLC More: the full row for Aberdeen Wealth Management LLC 5,456 $275K 0.17% 0 13F-HR Timeline CX Institutional More: the full row for CX Institutional 5,454 $275K 0.01% +4,387 13F-HR Timeline PETTYJOHN, WOOD & WHITE, INC More: the full row for PETTYJOHN, WOOD & WHITE, INC 5,451 $275K 0.05% -1,650 13F-HR Timeline A4 Wealth Advisors LLC More: the full row for A4 Wealth Advisors LLC 5,438 $274K 0.23% 13F-HR Timeline BridgePort Financial Solutions, LLC More: the full row for BridgePort Financial Solutions, LLC 5,434 $274K 0.07% +594 13F-HR Timeline Coastal Bridge Advisors, LLC More: the full row for Coastal Bridge Advisors, LLC 5,433 $274K 0.02% +25 13F-HR Timeline Sienna Gestion More: the full row for Sienna Gestion 5,949 $273K 0.02% -75,687 13F-HR Timeline Optas, LLC More: the full row for Optas, LLC 5,423 $273K 0.05% new 13F-HR Timeline Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 5,416 $273K 0.01% new 13F-HR Timeline Retirement Planning Co of New England, … More: the full row for Retirement Planning Co of New England, Inc. 5,416 $273K 0.11% +219 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 5,413 $273K 0.03% -1,582 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 5,392 $272K 0.01% -527 13F-HR Timeline Aviance Capital Partners, LLC More: the full row for Aviance Capital Partners, LLC 5,333 $269K 0.03% +565 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 5,330 $269K 0.02% -355 13F-HR Timeline Group AlTi Global, Inc. in group AlTi Global, Inc. More: the full row for AlTi Global, Inc. 5,319 $268K 0.01% -105 13F-HR Timeline Group HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 5,318 $268K <0.01% +3,715 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 5,311 $268K 0.01% new 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 5,315 $268K 0.03% +507 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 5,308 $268K 0.1% +3,479 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 5,378 $268K 0.03% -299 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 5,297 $267K 0.04% 0 13F-HR Timeline Group WJ Wealth Management, LLC More: the full row for WJ Wealth Management, LLC 5,700 $266K 0.12% -5,700 13F-HR/A Timeline CITY NATIONAL BANK OF FLORIDA /MSD More: the full row for CITY NATIONAL BANK OF FLORIDA /MSD 5,258 $265K 0.17% -45 13F-HR Timeline LVM CAPITAL MANAGEMENT LTD/MI More: the full row for LVM CAPITAL MANAGEMENT LTD/MI 5,253 $265K 0.03% -1,073 13F-HR Timeline Rossmore Private Capital More: the full row for Rossmore Private Capital 5,250 $265K 0.03% +650 13F-HR Timeline Accuvest Global Advisors More: the full row for Accuvest Global Advisors 5,231 $264K 0.16% new 13F-HR Timeline AssuredPartners Investment Advisors, LLC More: the full row for AssuredPartners Investment Advisors, LLC 5,214 $263K 0.06% new 13F-HR Timeline Quintet Private Bank (Europe) S.A. More: the full row for Quintet Private Bank (Europe) S.A. 5,210 $263K 0.01% -290 13F-HR Timeline FIRST CITIZENS BANK & TRUST CO More: the full row for FIRST CITIZENS BANK & TRUST CO 5,202 $262K 0.01% +36 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 5,182 $262K 0.04% -591 13F-HR/A Timeline PRENTISS SMITH & CO INC More: the full row for PRENTISS SMITH & CO INC 5,177 $261K 0.15% 0 13F-HR Timeline APPLETON PARTNERS INC/MA More: the full row for APPLETON PARTNERS INC/MA 5,181 $261K 0.02% -1,065 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 5,161 $260K 0.05% +67 13F-HR Timeline Inscription Capital, LLC More: the full row for Inscription Capital, LLC 5,161 $260K 0.03% +849 13F-HR Timeline AFFINITY INVESTMENT ADVISORS, LLC More: the full row for AFFINITY INVESTMENT ADVISORS, LLC 5,158 $260K 0.18% new 13F-HR Timeline CHICAGO TRUST Co NA More: the full row for CHICAGO TRUST Co NA 5,158 $260K 0.04% +8 13F-HR Timeline Summit Global Investments in group Summit Global Investments More: the full row for Summit Global Investments 5,155 $260K 0.02% new 13F-HR Timeline Group International Private Wealth Advisors L… More: the full row for International Private Wealth Advisors LLC 5,133 $259K 0.16% -583 13F-HR Timeline Detalus Advisors, LLC More: the full row for Detalus Advisors, LLC 5,110 $258K 0.07% -69 13F-HR Timeline Wilson & Boucher Capital Management, LLC More: the full row for Wilson & Boucher Capital Management, LLC 5,104 $257K 0.17% -6,875 13F-HR Timeline SPINNAKER TRUST More: the full row for SPINNAKER TRUST 5,078 $256K 0.01% -2,250 13F-HR Timeline