Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 7,107 $578K 0.01% -129 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 7,098 $577K 0.01% +481 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 7,086 $576K 0.03% -500 13F-HR Timeline OpenArc Corporate Advisory, LLC More: the full row for OpenArc Corporate Advisory, LLC 7,009 $570K 0.01% 13F-HR Timeline VICUS CAPITAL More: the full row for VICUS CAPITAL 6,979 $568K 0.04% -88 13F-HR Timeline Syverson Strege & Co More: the full row for Syverson Strege & Co 6,918 $563K 0.13% +600 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 6,887 $560K 0.01% +136 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 6,865 $558K 0.02% +77 13F-HR Timeline Intelligence Driven Advisers, LLC More: the full row for Intelligence Driven Advisers, LLC 6,836 $556K 0.08% +372 13F-HR Timeline Burford Brothers, Inc. More: the full row for Burford Brothers, Inc. 6,821 $555K 0.23% -1,575 13F-HR Timeline SEVEN MILE ADVISORY More: the full row for SEVEN MILE ADVISORY 6,810 $554K 0.1% -208 13F-HR Timeline SUMMIT SECURITIES GROUP LLC More: the full row for SUMMIT SECURITIES GROUP LLC 6,785 $552K 0.1% +5,143 13F-HR Timeline ZACKS INVESTMENT MANAGEMENT More: the full row for ZACKS INVESTMENT MANAGEMENT 6,771 $551K <0.01% new 13F-HR Timeline Bryn Mawr Trust Advisors, LLC More: the full row for Bryn Mawr Trust Advisors, LLC 6,763 $550K 0.03% +2,078 13F-HR Timeline Greenhouse Wealth Management, LLC More: the full row for Greenhouse Wealth Management, LLC 6,732 $547K 0.32% +12 13F-HR Timeline RDA Financial Network More: the full row for RDA Financial Network 6,710 $546K 0.13% -1,230 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 6,708 $545K 0.02% +3,234 13F-HR Timeline CM WEALTH ADVISORS LLC More: the full row for CM WEALTH ADVISORS LLC 6,697 $545K 0.12% new 13F-HR Timeline Ethos Financial Group, LLC More: the full row for Ethos Financial Group, LLC 6,678 $543K 0.04% new 13F-HR Timeline HOEY INVESTMENTS, INC More: the full row for HOEY INVESTMENTS, INC 6,629 $539K 0.07% -265 13F-HR Timeline Strategic Family Wealth Counselors, L.L… More: the full row for Strategic Family Wealth Counselors, L.L.C. 6,922 $539K 0.12% new 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 6,616 $538K 0.04% +40 13F-HR Timeline SkyOak Wealth, LLC More: the full row for SkyOak Wealth, LLC 6,590 $536K 0.1% -355 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 6,542 $532K 0.01% -18 13F-HR Timeline Purus Wealth Management, LLC More: the full row for Purus Wealth Management, LLC 6,532 $531K 0.17% -98 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 6,521 $530K 0.02% new 13F-HR Timeline Fieldview Capital Management, LLC More: the full row for Fieldview Capital Management, LLC 6,485 $527K 0.09% -21,752 13F-HR Timeline NORTHWEST WEALTH MANAGEMENT, LLC More: the full row for NORTHWEST WEALTH MANAGEMENT, LLC 6,468 $526K 0.08% -559 13F-HR Timeline Indivisible Partners More: the full row for Indivisible Partners 6,481 $524K 0.06% 13F-HR Timeline Colonial River Investments, LLC More: the full row for Colonial River Investments, LLC 6,441 $524K 0.19% -874 13F-HR Timeline LBMC INVESTMENT ADVISORS, LLC More: the full row for LBMC INVESTMENT ADVISORS, LLC 6,404 $521K 0.03% 0 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 6,393 $520K 0.01% -883 13F-HR/A Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 6,389 $520K 0.01% -306 13F-HR Timeline Group CARRET ASSET MANAGEMENT, LLC More: the full row for CARRET ASSET MANAGEMENT, LLC 6,387 $519K 0.05% -770 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 6,372 $518K 0.22% -204 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 6,368 $518K 0.08% +333 13F-HR Timeline UPTICK PARTNERS, LLC More: the full row for UPTICK PARTNERS, LLC 6,322 $514K 0.11% +79 13F-HR Timeline OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 6,304 $513K 0.01% -322 13F-HR Timeline Rothschild Wealth LLC More: the full row for Rothschild Wealth LLC 6,302 $512K 0.05% new 13F-HR/A Timeline Olympiad Research LP More: the full row for Olympiad Research LP 6,286 $511K 1.36% -1,235 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 6,277 $510K 0.02% +313 13F-HR Timeline Drucker Wealth 3.0, LLC More: the full row for Drucker Wealth 3.0, LLC 6,264 $509K 0.09% -97 13F-HR Timeline Everest Financial Group LLC More: the full row for Everest Financial Group LLC 6,221 $506K 0.11% 13F-HR Timeline Severin Investments, LLC More: the full row for Severin Investments, LLC 6,213 $505K 0.45% new 13F-HR Timeline Sendero Wealth Management, LLC More: the full row for Sendero Wealth Management, LLC 6,187 $503K 0.06% +209 13F-HR Timeline Providence First Trust Co More: the full row for Providence First Trust Co 6,186 $503K 0.17% +2,865 13F-HR Timeline WORLD EQUITY GROUP, INC. More: the full row for WORLD EQUITY GROUP, INC. 6,175 $502K 0.14% new 13F-HR Timeline CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 6,172 $502K 0.06% +26 13F-HR Timeline SIG BROKERAGE, LP More: the full row for SIG BROKERAGE, LP 6,168 $502K 0.17% new 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 6,136 $499K 0.01% +1,276 13F-HR Timeline SmartHarvest Portfolios, LLC More: the full row for SmartHarvest Portfolios, LLC 6,081 $495K 0.17% 13F-HR Timeline Ascentis Independent Advisors in group Ascentis Wealth Management, L… More: the full row for Ascentis Independent Advisors 6,075 $494K 0.08% -324 13F-HR Timeline Group OFI INVEST ASSET MANAGEMENT More: the full row for OFI INVEST ASSET MANAGEMENT 7,130 $494K 0.01% new 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 6,061 $493K 0.01% +1,377 13F-HR Timeline Elevated Financial Group LLC More: the full row for Elevated Financial Group LLC 6,042 $491K 0.17% 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 6,000 $488K 0.02% -200 13F-HR Timeline Portside Wealth Group, LLC More: the full row for Portside Wealth Group, LLC 5,980 $486K 0.07% -56 13F-HR Timeline Stablepoint Partners, LLC More: the full row for Stablepoint Partners, LLC 5,933 $482K 0.08% 0 13F-HR Timeline Claro Advisors Inc. More: the full row for Claro Advisors Inc. 5,885 $479K 0.07% +20 13F-HR Timeline Royal Capital Wealth Management, LLC More: the full row for Royal Capital Wealth Management, LLC 5,881 $478K 0.28% +4 13F-HR Timeline OXFORD FINANCIAL GROUP, LTD. LLC More: the full row for OXFORD FINANCIAL GROUP, LTD. LLC 5,868 $477K 0.03% +718 13F-HR Timeline Systematic Alpha Investments, LLC More: the full row for Systematic Alpha Investments, LLC 5,830 $474K 0.01% 0 13F-HR Timeline Intesa Sanpaolo S.p.A. in group Intesa Sanpaolo S.p.A. More: the full row for Intesa Sanpaolo S.p.A. 5,741 $473K 0.03% 13F-HR/A Timeline Group MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 5,801 $472K 0.04% +16 13F-HR Timeline XXI WEALTH, LLC More: the full row for XXI WEALTH, LLC 5,785 $470K 0.29% 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 5,665 $466K 0.03% +1,856 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 5,735 $466K 0.02% -158 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 5,732 $466K 0.01% +172 13F-HR Timeline Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 5,715 $465K 0.01% +902 13F-HR Timeline CI INVESTMENTS INC. in group CI INVESTMENTS INC. More: the full row for CI INVESTMENTS INC. 5,705 $464K <0.01% -1,775 13F-HR Timeline Group Legacy Advisors, LLC More: the full row for Legacy Advisors, LLC 5,695 $463K 0.05% +769 13F-HR Timeline Malaga Cove Capital, LLC More: the full row for Malaga Cove Capital, LLC 5,684 $462K 0.16% 0 13F-HR Timeline QTR Family Wealth, LLC More: the full row for QTR Family Wealth, LLC 5,755 $462K 0.2% -566 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 5,665 $461K +1,478 Timeline BINGHAM PRIVATE WEALTH, LLC More: the full row for BINGHAM PRIVATE WEALTH, LLC 5,650 $459K 0.4% 13F-HR Timeline Abacus Wealth Partners, LLC More: the full row for Abacus Wealth Partners, LLC 5,649 $459K 0.05% new 13F-HR Timeline JMN Financial LLC More: the full row for JMN Financial LLC 5,643 $459K 0.46% 13F-HR Timeline Range Financial Group LLC More: the full row for Range Financial Group LLC 5,630 $458K 0.16% -418 13F-HR Timeline Western Pacific Wealth Management, LP More: the full row for Western Pacific Wealth Management, LP 5,597 $455K 0.44% 0 13F-HR Timeline KNIGHTSBRIDGE ASSET MANAGEMENT, LLC More: the full row for KNIGHTSBRIDGE ASSET MANAGEMENT, LLC 5,595 $455K 0.07% +185 13F-HR Timeline Frec Markets, Inc. in group Frec Markets, Inc. More: the full row for Frec Markets, Inc. 5,587 $454K 0.13% 13F-HR Timeline Group CERTUITY, LLC More: the full row for CERTUITY, LLC 5,585 $454K 0.03% +219 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 5,585 $454K 0.01% +1,209 13F-HR Timeline CHILDRESS CAPITAL ADVISORS, LLC More: the full row for CHILDRESS CAPITAL ADVISORS, LLC 5,583 $454K 0.07% +849 13F-HR Timeline Lantz Financial LLC More: the full row for Lantz Financial LLC 5,574 $453K 0.1% +19 13F-HR Timeline Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 5,574 $453K 0.16% +94 13F-HR Timeline TOCQUEVILLE ASSET MANAGEMENT L.P. in group TOCQUEVILLE ASSET MANAGEMENT … More: the full row for TOCQUEVILLE ASSET MANAGEMENT L.P. 5,554 $452K 0.01% +107 13F-HR Timeline Group Palumbo Wealth Management LLC More: the full row for Palumbo Wealth Management LLC 5,849 $451K 0.11% -29 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 5,545 $451K 0.1% +24 13F-HR Timeline FORTEM FINANCIAL GROUP, LLC More: the full row for FORTEM FINANCIAL GROUP, LLC 5,524 $449K 0.12% -114 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 5,468 $445K 0.05% +3,433 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 5,443 $443K 0.01% -655 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 5,374 $437K 0.04% +8 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 5,356 $436K 0.01% -292 13F-HR Timeline Cornerstone Select Advisors, LLC More: the full row for Cornerstone Select Advisors, LLC 5,347 $435K 0.3% +5 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 5,309 $432K 0.02% +771 13F-HR Timeline Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 5,306 $431K 0.02% +84 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 5,302 $431K 0.03% +961 13F-HR Timeline Jackson Hole Capital Partners, LLC More: the full row for Jackson Hole Capital Partners, LLC 5,255 $427K 0.07% -250 13F-HR Timeline CONNING INC. in group CONNING INC. More: the full row for CONNING INC. 5,212 $424K 0.01% -690 13F-HR Timeline Group LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 5,203 $423K 0.01% +364 13F-HR Timeline Group Vigil Wealth Management, LLC More: the full row for Vigil Wealth Management, LLC 5,200 $423K 0.35% 13F-HR Timeline TCFG WEALTH MANAGEMENT, LLC in group TCFG Investment Advisors, LLC More: the full row for TCFG WEALTH MANAGEMENT, LLC 5,159 $420K 0.16% new 13F-HR Timeline Group Net Worth Advisory Group More: the full row for Net Worth Advisory Group 5,152 $419K 0.08% -105 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 5,146 $419K 0.01% -224 13F-HR Timeline TRUST POINT INC. More: the full row for TRUST POINT INC. 5,144 $418K 0.03% +97 13F-HR Timeline Investment Research Partners LLC More: the full row for Investment Research Partners LLC 5,123 $417K 0.18% +1,121 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 5,111 $416K 0.01% +193 13F-HR Timeline Fayez Sarofim & Co in group Fayez Sarofim & Co More: the full row for Fayez Sarofim & Co 5,097 $414K <0.01% 0 13F-HR Timeline Group MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 5,072 $412K 0.04% +4 13F-HR Timeline JOHN G ULLMAN & ASSOCIATES INC More: the full row for JOHN G ULLMAN & ASSOCIATES INC 5,050 $411K 0.05% 0 13F-HR Timeline TIEMANN INVESTMENT ADVISORS, LLC More: the full row for TIEMANN INVESTMENT ADVISORS, LLC 5,045 $410K 0.16% 0 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 5,031 $409K 0.02% -102 13F-HR Timeline NEW WAVE WEALTH ADVISORS LLC More: the full row for NEW WAVE WEALTH ADVISORS LLC 5,030 $409K 0.15% +231 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 5,023 $408K 0.01% -169 13F-HR Timeline ARS Wealth Advisors Group, LLC More: the full row for ARS Wealth Advisors Group, LLC 5,010 $407K 0.04% -27 13F-HR Timeline Opal Wealth Advisors, LLC More: the full row for Opal Wealth Advisors, LLC 5,006 $407K 0.11% -417 13F-HR Timeline JBF Capital, Inc. More: the full row for JBF Capital, Inc. 5,000 $407K 0.06% 0 13F-HR Timeline Camelot Portfolios, LLC More: the full row for Camelot Portfolios, LLC 5,000 $407K 0.25% 0 13F-HR Timeline Daytona Street Capital LLC More: the full row for Daytona Street Capital LLC 5,000 $407K 0.32% 13F-HR Timeline Fielder Capital Group LLC More: the full row for Fielder Capital Group LLC 4,973 $404K 0.09% -158 13F-HR Timeline Jefferies Financial Group Inc. in group Jefferies Financial Group Inc. More: the full row for Jefferies Financial Group Inc. 4,971 $404K <0.01% -13,123 13F-HR Timeline Group Bison Wealth, LLC More: the full row for Bison Wealth, LLC 5,526 $402K 0.05% -220 13F-HR Timeline ARGONAUTICA PRIVATE WEALTH MANAGEMENT, … More: the full row for ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC 4,940 $402K 0.12% -256 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 4,924 $400K 0.03% -7,036 13F-HR Timeline GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 4,911 $399K 0.03% +4 13F-HR Timeline BAKER TILLY WEALTH MANAGEMENT, LLC More: the full row for BAKER TILLY WEALTH MANAGEMENT, LLC 4,905 $399K 0.1% +177 13F-HR Timeline Quantum Financial Advisors, LLC More: the full row for Quantum Financial Advisors, LLC 4,892 $398K 0.04% +27 13F-HR Timeline DV Trading LLC More: the full row for DV Trading LLC 4,866 $396K 0.03% 13F-HR Timeline Linden Thomas Advisory Services, LLC More: the full row for Linden Thomas Advisory Services, LLC 4,863 $395K 0.04% -63 13F-HR Timeline Sunflower Bank, N.A. More: the full row for Sunflower Bank, N.A. 4,842 $394K 0.1% +183 13F-HR Timeline Sovereign Financial Group, Inc. More: the full row for Sovereign Financial Group, Inc. 4,831 $393K 0.07% -3 13F-HR Timeline First Dallas Securities Inc. More: the full row for First Dallas Securities Inc. 4,808 $391K 0.15% new 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 4,804 $391K 0.02% +2,159 13F-HR Timeline HORIZON KINETICS ASSET MANAGEMENT LLC More: the full row for HORIZON KINETICS ASSET MANAGEMENT LLC 4,783 $389K 0.01% -2,517 13F-HR Timeline Allen Mooney & Barnes Investment Adviso… More: the full row for Allen Mooney & Barnes Investment Advisors LLC 4,750 $386K 0.06% 0 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 4,720 $384K 0.09% new 13F-HR/A Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 4,705 $383K 0.03% +1,528 13F-HR Timeline Westover Capital Advisors, LLC More: the full row for Westover Capital Advisors, LLC 4,700 $382K 0.07% 0 13F-HR Timeline L2 Asset Management, LLC More: the full row for L2 Asset Management, LLC 4,696 $382K 0.05% +226 13F-HR Timeline a16z Perennial Management, L.P. in group a16z Capital Management, L.L.… More: the full row for a16z Perennial Management, L.P. 4,636 $377K 0.03% +56 13F-HR Timeline Group CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 4,602 $374K 0.01% -511 13F-HR Timeline West Family Investments, Inc. More: the full row for West Family Investments, Inc. 4,573 $372K 0.09% 0 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 4,570 $372K 0.04% -542 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 4,540 $369K 0.03% -1,470 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 4,538 $369K 0.02% +730 13F-HR Timeline PROMETHIUM ADVISORS,LLC More: the full row for PROMETHIUM ADVISORS,LLC 4,500 $366K 0.2% +1,140 13F-HR Timeline TRUSTMARK BANK TRUST DEPARTMENT More: the full row for TRUSTMARK BANK TRUST DEPARTMENT 4,486 $365K 0.02% new 13F-HR Timeline Beaton Management Co. Inc. More: the full row for Beaton Management Co. Inc. 4,480 $364K 0.16% 0 13F-HR Timeline DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 4,474 $364K 0.07% +19 13F-HR Timeline Alpha Family Trust in group Alpha Family Trust More: the full row for Alpha Family Trust 4,420 $359K 0.16% 0 13F-HR Timeline Group Third View Private Wealth, LLC More: the full row for Third View Private Wealth, LLC 4,408 $358K 0.05% 13F-HR Timeline WESBANCO BANK INC More: the full row for WESBANCO BANK INC 4,402 $358K 0.01% -530 13F-HR Timeline Flatrock Wealth Partners LLC More: the full row for Flatrock Wealth Partners LLC 4,382 $356K 0.17% 13F-HR/A Timeline McAdam, LLC More: the full row for McAdam, LLC 4,375 $356K 0.02% +264 13F-HR Timeline HANCOCK WHITNEY CORP More: the full row for HANCOCK WHITNEY CORP 4,367 $355K 0.01% -5,846 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 4,340 $353K 0.01% +70 13F-HR Timeline Wynn Capital, LLC More: the full row for Wynn Capital, LLC 4,325 $352K 0.17% -275 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 4,318 $351K 0.03% +232 13F-HR Timeline Herold Advisors, Inc. More: the full row for Herold Advisors, Inc. 4,300 $350K 0.08% 0 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 4,145 $349K 0.01% -188 13F-HR Timeline Abel Hall, LLC More: the full row for Abel Hall, LLC 4,282 $348K 0.08% new 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 4,250 $346K 0.03% -2,500 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Arvest Bank Trust Division More: the full row for Arvest Bank Trust Division 4,237 $345K 0.02% new 13F-HR Timeline DAVIS R M INC More: the full row for DAVIS R M INC 4,236 $344K 0.01% -202 13F-HR Timeline Coyle Financial Counsel LLC More: the full row for Coyle Financial Counsel LLC 4,236 $344K 0.07% new 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 4,193 $341K 0.02% +666 13F-HR Timeline FIRST CITIZENS BANK & TRUST CO More: the full row for FIRST CITIZENS BANK & TRUST CO 4,189 $341K 0.01% -391 13F-HR Timeline WealthPlan Investment Management, LLC More: the full row for WealthPlan Investment Management, LLC 4,186 $340K 0.02% -401 13F-HR Timeline AlphaCentric Advisors LLC More: the full row for AlphaCentric Advisors LLC 4,167 $339K 0.34% 13F-HR Timeline KLINGENSTEIN FIELDS & CO LP More: the full row for KLINGENSTEIN FIELDS & CO LP 4,158 $338K 0.01% 0 13F-HR Timeline Blackhawk Capital Partners, LLC More: the full row for Blackhawk Capital Partners, LLC 4,153 $338K 0.13% -1,329 13F-HR Timeline Aigen Investment Management, LP More: the full row for Aigen Investment Management, LP 4,140 $337K 0.08% -26,157 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 4,139 $337K 0.02% -120 13F-HR Timeline Leo Wealth, LLC More: the full row for Leo Wealth, LLC 4,105 $334K 0.02% new 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 4,104 $334K 0.01% -679 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 4,100 $333K 0.03% 0 13F-HR Timeline Symmetry Partners, LLC More: the full row for Symmetry Partners, LLC 4,096 $333K 0.02% -91 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. 4,095 $333K 0.01% -9,967 13F-HR Timeline Group Brevan Howard Capital Management LP in group Brevan Howard Capital Managem… More: the full row for Brevan Howard Capital Management LP 4,060 $330K 0.01% -46,758 13F-HR Timeline Group Urban Wealth Management, LLC More: the full row for Urban Wealth Management, LLC 4,047 $329K 0.31% 13F-HR Timeline WP Advisors, LLC More: the full row for WP Advisors, LLC 4,043 $329K 0.08% -585 13F-HR Timeline Accel Wealth Management More: the full row for Accel Wealth Management 4,042 $329K 0.09% -855 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 4,003 $328K 0.03% -236 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 4,025 $327K 0.02% -325 13F-HR Timeline SILVERCREST ASSET MANAGEMENT GROUP LLC More: the full row for SILVERCREST ASSET MANAGEMENT GROUP LLC 4,016 $327K <0.01% 0 13F-HR Timeline PURE PORTFOLIOS HOLDINGS LLC More: the full row for PURE PORTFOLIOS HOLDINGS LLC 4,016 $327K 0.1% -50 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 4,010 $326K 0.03% -1,751 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 3,996 $325K 0.02% +131 13F-HR Timeline AXQ CAPITAL, LP More: the full row for AXQ CAPITAL, LP 3,993 $325K 0.07% -6,268 13F-HR Timeline WealthTrust Axiom LLC More: the full row for WealthTrust Axiom LLC 3,992 $325K 0.08% -750 13F-HR Timeline 71 West Capital Partners More: the full row for 71 West Capital Partners 3,990 $324K 0.01% 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 3,986 $324K 0.01% -1 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 3,967 $323K 0.01% new 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 3,952 $321K <0.01% +102 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 3,959 $316K 0.02% -21 13F-HR Timeline Capstone Wealth Management Group LLC in group Capstone Wealth Management Gr… More: the full row for Capstone Wealth Management Group LLC 3,875 $315K 0.19% 0 13F-HR Timeline Group Azimuth Capital Investment Management L… More: the full row for Azimuth Capital Investment Management LLC 3,870 $315K 0.01% -50 13F-HR Timeline MASTERINVEST Kapitalanlage GmbH More: the full row for MASTERINVEST Kapitalanlage GmbH 3,810 $314K 0.03% 0 13F-HR Timeline Lauterbach Financial Advisors, LLC More: the full row for Lauterbach Financial Advisors, LLC 3,854 $313K 0.15% +7 13F-HR Timeline