Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 3,931 $3.46M 0.2% -4 13F-HR Timeline SAWGRASS ASSET MANAGEMENT LLC More: the full row for SAWGRASS ASSET MANAGEMENT LLC 3,917 $3.44M 0.43% 0 13F-HR Timeline GATEWAY INVESTMENT ADVISERS LLC More: the full row for GATEWAY INVESTMENT ADVISERS LLC 3,915 $3.44M 0.03% +19 13F-HR Timeline Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 3,903 $3.43M -264 Timeline BANK OF HAWAII More: the full row for BANK OF HAWAII 3,898 $3.43M 0.17% -73 13F-HR Timeline Northstar Advisory Group, LLC More: the full row for Northstar Advisory Group, LLC 3,890 $3.42M 1.21% +264 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 3,881 $3.41M 0.21% -274 13F-HR Timeline Group SHAKER INVESTMENTS LLC/OH More: the full row for SHAKER INVESTMENTS LLC/OH 3,876 $3.41M 1.42% -17 13F-HR Timeline Corps Capital Advisors, LLC More: the full row for Corps Capital Advisors, LLC 3,869 $3.4M 3.52% +570 13F-HR Timeline Kingstone Capital Partners Texas, LLC More: the full row for Kingstone Capital Partners Texas, LLC 3,863 $3.4M 1.98% +13 13F-HR Timeline BRIDGEWAY CAPITAL MANAGEMENT, LLC More: the full row for BRIDGEWAY CAPITAL MANAGEMENT, LLC 3,860 $3.39M 0.07% -30 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 3,852 $3.39M 0.18% +395 13F-HR Timeline CMT Capital Markets Trading GmbH in group CMT Capital Markets Trading G… More: the full row for CMT Capital Markets Trading GmbH 3,850 $3.38M 2.24% -19,325 13F-HR/A Timeline Group CORRECT CAPITAL WEALTH MANAGEMENT More: the full row for CORRECT CAPITAL WEALTH MANAGEMENT 3,843 $3.38M 0.64% +155 13F-HR Timeline Wealthcare Advisory Partners LLC group of 2 filers holding More: the full row for Wealthcare Advisory Partners LLC 3,841 $3.38M -253 Timeline MCDONALD PARTNERS LLC More: the full row for MCDONALD PARTNERS LLC 3,813 $3.35M 1.06% +76 13F-HR Timeline RED CEDAR INVESTMENT MANAGEMENT, LLC More: the full row for RED CEDAR INVESTMENT MANAGEMENT, LLC 3,812 $3.35M 0.36% +1,190 13F-HR Timeline Tyche Wealth Partners LLC More: the full row for Tyche Wealth Partners LLC 3,811 $3.35M 0.53% -21 13F-HR Timeline Arista Wealth Management, LLC More: the full row for Arista Wealth Management, LLC 3,811 $3.35M 0.41% -550 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 3,627 $3.33M 0.08% +177 13F-HR Timeline Baker Ellis Asset Management LLC More: the full row for Baker Ellis Asset Management LLC 3,789 $3.33M 0.4% -20 13F-HR Timeline Choate Investment Advisors More: the full row for Choate Investment Advisors 3,788 $3.33M 0.07% +236 13F-HR Timeline COURIER CAPITAL LLC More: the full row for COURIER CAPITAL LLC 3,787 $3.33M 0.19% -23 13F-HR Timeline Qtron Investments LLC More: the full row for Qtron Investments LLC 3,780 $3.32M 0.43% -357 13F-HR Timeline Marest Capital, LLC More: the full row for Marest Capital, LLC 3,758 $3.3M 1.85% +54 13F-HR Timeline Pathway Financial Advisers, LLC More: the full row for Pathway Financial Advisers, LLC 3,758 $3.3M 0.96% -59 13F-HR Timeline Mechanics Bank Trust Department More: the full row for Mechanics Bank Trust Department 3,726 $3.28M 0.43% -12 13F-HR Timeline Pettee Investors, Inc. More: the full row for Pettee Investors, Inc. 3,723 $3.27M 1.84% 0 13F-HR Timeline GRIMES & Co WEALTH MANAGEMENT, LLC More: the full row for GRIMES & Co WEALTH MANAGEMENT, LLC 3,699 $3.25M 0.08% -251 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 3,696 $3.25M 0.22% -200 13F-HR Timeline FIRST CITIZENS BANK & TRUST CO More: the full row for FIRST CITIZENS BANK & TRUST CO 3,679 $3.23M 0.07% +475 13F-HR Timeline INDEPENDENT INVESTORS INC More: the full row for INDEPENDENT INVESTORS INC 3,640 $3.2M 0.59% 0 13F-HR Timeline South Dakota Investment Council More: the full row for South Dakota Investment Council 3,627 $3.19M 0.06% -2,573 13F-HR Timeline one8zero8, LLC More: the full row for one8zero8, LLC 3,621 $3.18M 0.69% -150 13F-HR Timeline Cohen Klingenstein LLC More: the full row for Cohen Klingenstein LLC 3,600 $3.16M 0.1% 0 13F-HR Timeline Marble Wealth, LLC More: the full row for Marble Wealth, LLC 3,595 $3.16M 0.44% 13F-HR Timeline D L CARLSON INVESTMENT GROUP INC More: the full row for D L CARLSON INVESTMENT GROUP INC 3,588 $3.15M 0.53% +21 13F-HR Timeline CX Institutional More: the full row for CX Institutional 3,585 $3.15M 0.09% -541 13F-HR Timeline Diligent Investors, LLC More: the full row for Diligent Investors, LLC 3,566 $3.13M 0.77% 0 13F-HR Timeline Brown Financial Advisors More: the full row for Brown Financial Advisors 3,556 $3.13M 1.14% -346 13F-HR Timeline VALICENTI ADVISORY SERVICES INC More: the full row for VALICENTI ADVISORY SERVICES INC 3,541 $3.11M 0.65% -65 13F-HR Timeline Fulton Bank, N.A. More: the full row for Fulton Bank, N.A. 3,522 $3.1M 0.11% +164 13F-HR Timeline GAM Holding AG in group GAM Holding AG More: the full row for GAM Holding AG 3,518 $3.09M 0.2% +182 13F-HR Timeline Group Haverford Trust Co More: the full row for Haverford Trust Co 3,504 $3.08M 0.03% +104 13F-HR Timeline Trust Asset Management LLC More: the full row for Trust Asset Management LLC 3,485 $3.06M 0.21% -138 13F-HR Timeline O'ROURKE & COMPANY, Inc More: the full row for O'ROURKE & COMPANY, Inc 3,476 $3.06M 1.19% +1 13F-HR Timeline Schear Investment Advisers, LLC More: the full row for Schear Investment Advisers, LLC 3,474 $3.05M 1.31% +18 13F-HR Timeline Polymer Capital Management (US) LLC More: the full row for Polymer Capital Management (US) LLC 3,467 $3.05M 0.39% new 13F-HR Timeline Stenger Family Office, LLC More: the full row for Stenger Family Office, LLC 3,449 $3.03M 0.63% +1,683 13F-HR Timeline SCHULHOFF & CO INC More: the full row for SCHULHOFF & CO INC 3,437 $3.02M 1.27% 0 13F-HR Timeline Fischer Financial Services, Inc. More: the full row for Fischer Financial Services, Inc. 3,433 $3.02M 0.8% +31 13F-HR Timeline Empirical Financial Services, LLC d.b.a… More: the full row for Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 3,430 $3.02M 0.05% -137 13F-HR Timeline Prosperity Financial Group, Inc. group of 2 filers holding More: the full row for Prosperity Financial Group, Inc. 3,430 $3.01M -177 Timeline Jump Financial, LLC in group Jump Financial, LLC More: the full row for Jump Financial, LLC 3,427 $3.01M 0.04% -373 13F-HR Timeline Group Alpine Bank Wealth Management in group Alpine Bank Wealth Management More: the full row for Alpine Bank Wealth Management 3,424 $3.01M 0.43% +14 13F-HR Timeline Group Saiph Capital, LLC More: the full row for Saiph Capital, LLC 3,421 $3.01M 1.08% +142 13F-HR Timeline M3 Wealth Management, LLC More: the full row for M3 Wealth Management, LLC 3,389 $2.98M 2.43% 13F-HR/A Timeline Cane Capital Partners, LLC More: the full row for Cane Capital Partners, LLC 3,384 $2.97M 1.25% 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 3,379 $2.97M 0.03% +221 13F-HR Timeline NTV Asset Management LLC More: the full row for NTV Asset Management LLC 3,373 $2.96M 0.31% +148 13F-HR Timeline Norway Savings Bank More: the full row for Norway Savings Bank 3,361 $2.95M 1.37% +155 13F-HR Timeline Vivid Wealth Management, LLC More: the full row for Vivid Wealth Management, LLC 3,353 $2.95M 1.15% +12 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 3,353 $2.95M 0.07% -21 13F-HR Timeline Directional Asset Management More: the full row for Directional Asset Management 3,350 $2.95M 2.58% 13F-HR Timeline Kessler Investment Group, LLC More: the full row for Kessler Investment Group, LLC 3,340 $2.94M 1.24% -56 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 3,335 $2.93M 0.04% +661 13F-HR Timeline Cyndeo Wealth Partners, LLC More: the full row for Cyndeo Wealth Partners, LLC 3,325 $2.92M 0.16% -230 13F-HR Timeline TRUST POINT INC. More: the full row for TRUST POINT INC. 3,323 $2.92M 0.23% -5 13F-HR Timeline Momentum Wealth Planning, LLC More: the full row for Momentum Wealth Planning, LLC 3,312 $2.91M 2.27% -493 13F-HR Timeline GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 3,304 $2.9M 0.56% +414 13F-HR Timeline Hartford Financial Management Inc. More: the full row for Hartford Financial Management Inc. 3,300 $2.9M 0.75% 0 13F-HR Timeline CONTINENTAL ADVISORS LLC More: the full row for CONTINENTAL ADVISORS LLC 3,293 $2.89M 1.88% 0 13F-HR Timeline River Wealth Advisors LLC More: the full row for River Wealth Advisors LLC 3,268 $2.87M 0.32% +5 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 3,258 $2.86M 0.2% +94 13F-HR Timeline Harold Davidson & Associates Inc. More: the full row for Harold Davidson & Associates Inc. 3,252 $2.86M 1.26% +86 13F-HR Timeline Tempo Wealth, LLC More: the full row for Tempo Wealth, LLC 3,246 $2.85M 0.51% 13F-HR Timeline PALISADE CAPITAL MANAGEMENT, LP More: the full row for PALISADE CAPITAL MANAGEMENT, LP 3,245 $2.85M 0.08% +321 13F-HR Timeline Global Trust Asset Management, LLC More: the full row for Global Trust Asset Management, LLC 3,244 $2.85M 1.13% +545 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 3,241 $2.85M 0.08% -799 13F-HR Timeline Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 3,199 $2.81M 0.18% +461 13F-HR Timeline Systematic Alpha Investments, LLC More: the full row for Systematic Alpha Investments, LLC 3,194 $2.81M 0.09% 0 13F-HR Timeline Castle Rock Wealth Management, LLC More: the full row for Castle Rock Wealth Management, LLC 3,022 $2.8M 0.6% +71 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 3,173 $2.79M 0.03% +221 13F-HR Timeline ARIEL INVESTMENTS, LLC More: the full row for ARIEL INVESTMENTS, LLC 3,158 $2.78M 0.03% -5 13F-HR Timeline Quadrant Private Wealth Management, LLC More: the full row for Quadrant Private Wealth Management, LLC 3,158 $2.78M 0.46% +60 13F-HR Timeline Leo Wealth, LLC More: the full row for Leo Wealth, LLC 3,154 $2.77M 0.2% +1,318 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 3,153 $2.77M 0.26% +1,223 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. BANK OF STOCKTON More: the full row for BANK OF STOCKTON 3,152 $2.77M 0.79% +626 13F-HR Timeline Fayez Sarofim & Co in group Fayez Sarofim & Co More: the full row for Fayez Sarofim & Co 3,135 $2.76M 0.01% -14 13F-HR Timeline Group TBH Global Asset Management, LLC More: the full row for TBH Global Asset Management, LLC 3,132 $2.75M 0.46% +365 13F-HR Timeline Tannin Capital LLC More: the full row for Tannin Capital LLC 3,119 $2.74M 2.45% 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 3,095 $2.72M 0.29% +244 13F-HR Timeline Ameliora Wealth Management Ltd. More: the full row for Ameliora Wealth Management Ltd. 3,095 $2.72M 0.83% +489 13F-HR Timeline Jaffetilchin Investment Partners, LLC More: the full row for Jaffetilchin Investment Partners, LLC 3,094 $2.72M 0.16% -44 13F-HR Timeline Jupiter Wealth Management LLC More: the full row for Jupiter Wealth Management LLC 3,000 $2.71M 1.21% 0 13F-HR Timeline Forvis Mazars Wealth Advisors, LLC More: the full row for Forvis Mazars Wealth Advisors, LLC 3,087 $2.71M 0.05% +70 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 3,075 $2.7M 0.12% +135 13F-HR Timeline Balboa Wealth Partners More: the full row for Balboa Wealth Partners 3,065 $2.69M 0.45% -21 13F-HR Timeline Harvest Fund Management Co., Ltd in group Harvest Fund Management Co., … More: the full row for Harvest Fund Management Co., Ltd 3,061 $2.69M 0.1% +532 13F-HR Timeline Group MAINSTAY CAPITAL MANAGEMENT LLC /ADV More: the full row for MAINSTAY CAPITAL MANAGEMENT LLC /ADV 3,058 $2.69M 0.21% -279 13F-HR Timeline New Insight Wealth Advisors More: the full row for New Insight Wealth Advisors 3,044 $2.68M 0.96% +38 13F-HR Timeline STERLING INVESTMENT MANAGEMENT, LLC More: the full row for STERLING INVESTMENT MANAGEMENT, LLC 3,039 $2.67M 1.51% -38 13F-HR Timeline Investment Partners Asset Management, I… More: the full row for Investment Partners Asset Management, Inc. 3,037 $2.67M 1.66% 0 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 3,026 $2.66M 0.19% -18 13F-HR Timeline V-Square Quantitative Management LLC More: the full row for V-Square Quantitative Management LLC 3,005 $2.64M 0.27% new 13F-HR Timeline Dynasty Wealth Management, LLC More: the full row for Dynasty Wealth Management, LLC 2,990 $2.63M 0.03% +305 13F-HR Timeline Arcus Capital Partners, LLC More: the full row for Arcus Capital Partners, LLC 2,986 $2.62M 0.94% +14 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 2,974 $2.61M 0.24% +134 13F-HR Timeline O'Domhnaill Enterprises, Inc. More: the full row for O'Domhnaill Enterprises, Inc. 2,955 $2.6M 2.43% 13F-HR Timeline Donoghue Forlines LLC More: the full row for Donoghue Forlines LLC 2,929 $2.57M 0.8% +104 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 2,927 $2.57M 0.14% -142 13F-HR Timeline Bahl & Gaynor LLC More: the full row for Bahl & Gaynor LLC 2,918 $2.56M 0.01% 0 13F-HR Timeline RoundAngle Advisors LLC More: the full row for RoundAngle Advisors LLC 2,914 $2.56M 1.86% +84 13F-HR Timeline AVITY INVESTMENT MANAGEMENT INC. More: the full row for AVITY INVESTMENT MANAGEMENT INC. 2,889 $2.54M 0.18% -6 13F-HR Timeline NORTH STAR ASSET MANAGEMENT INC More: the full row for NORTH STAR ASSET MANAGEMENT INC 2,883 $2.53M 0.1% +19 13F-HR Timeline Altman Advisors, Inc. More: the full row for Altman Advisors, Inc. 2,879 $2.53M 0.95% -10 13F-HR Timeline Ethos Capital Management, Inc. More: the full row for Ethos Capital Management, Inc. 2,862 $2.52M 2.37% 13F-HR Timeline CPC Advisors, LLC More: the full row for CPC Advisors, LLC 2,860 $2.51M 0.25% +267 13F-HR Timeline MOODY NATIONAL BANK TRUST DIVISION in group MOODY NATIONAL BANK TRUST DIV… More: the full row for MOODY NATIONAL BANK TRUST DIVISION 2,853 $2.51M 0.24% -1,684 13F-HR Timeline Group Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 2,848 $2.5M 0.8% +331 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 2,847 $2.5M 0.36% -67 13F-HR Timeline Group Wellington Grp LLC More: the full row for Wellington Grp LLC 2,839 $2.5M 0.83% 13F-HR/A Timeline Wellington Shields Capital Management, … group of 2 filers holding More: the full row for Wellington Shields Capital Management, LLC 2,835 $2.49M -153 Timeline Retirement Planning Co of New England, … More: the full row for Retirement Planning Co of New England, Inc. 2,832 $2.49M 1% -8 13F-HR Timeline Montecito Bank & Trust More: the full row for Montecito Bank & Trust 2,817 $2.48M 0.39% -12 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 2,805 $2.47M 0.3% -175 13F-HR Timeline Argent Advisors, Inc. More: the full row for Argent Advisors, Inc. 2,803 $2.46M 0.69% -31 13F-HR Timeline First Commonwealth Financial Corp /PA/ in group First Commonwealth Financial … More: the full row for First Commonwealth Financial Corp /PA/ 2,796 $2.46M 0.41% +131 13F-HR Timeline Group JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 2,793 $2.46M 0.06% +22 13F-HR Timeline CAPITAL ADVISORY GROUP ADVISORY SERVICE… More: the full row for CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC 2,793 $2.46M 0.72% -19 13F-HR Timeline Financial Security Advisor, Inc. More: the full row for Financial Security Advisor, Inc. 2,781 $2.44M 0.47% -39 13F-HR Timeline Independent Solutions Wealth Management… More: the full row for Independent Solutions Wealth Management, LLC 2,772 $2.44M 0.45% -325 13F-HR Timeline Miller Capital Partners, Inc. More: the full row for Miller Capital Partners, Inc. 2,760 $2.43M 1.24% 13F-HR Timeline Convergence Financial, LLC More: the full row for Convergence Financial, LLC 2,748 $2.42M 0.35% -65 13F-HR Timeline Midwest Trust Co More: the full row for Midwest Trust Co 2,748 $2.42M 0.03% +71 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 2,734 $2.4M 0.45% +278 13F-HR Timeline Wescott Financial Advisory Group, LLC More: the full row for Wescott Financial Advisory Group, LLC 2,730 $2.4M 0.21% +100 13F-HR Timeline Investors Towarzystwo Funduszy Inwestyc… More: the full row for Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna 2,728 $2.4M 0.91% new 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 2,726 $2.4M 0.04% -65 13F-HR Timeline Congress Park Capital LLC More: the full row for Congress Park Capital LLC 2,725 $2.4M 0.72% +221 13F-HR Timeline FLORIDA FINANCIAL ADVISORS, LLC More: the full row for FLORIDA FINANCIAL ADVISORS, LLC 2,724 $2.39M 0.65% +400 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 2,721 $2.39M 0.38% +73 13F-HR Timeline Steadtrust LLC More: the full row for Steadtrust LLC 2,719 $2.39M 1.47% 0 13F-HR Timeline OKABENA INVESTMENT SERVICES INC More: the full row for OKABENA INVESTMENT SERVICES INC 2,718 $2.39M 0.46% 0 13F-HR Timeline SPIRIT OF AMERICA MANAGEMENT CORP/NY More: the full row for SPIRIT OF AMERICA MANAGEMENT CORP/NY 2,715 $2.39M 0.51% 0 13F-HR Timeline HARMONY ASSET MANAGEMENT LLC More: the full row for HARMONY ASSET MANAGEMENT LLC 2,711 $2.38M 0.8% +1 13F-HR Timeline CAPSTONE INVESTMENT ADVISORS, LLC in group CAPSTONE INVESTMENT ADVISORS,… More: the full row for CAPSTONE INVESTMENT ADVISORS, LLC 2,706 $2.38M 0.02% +14 13F-HR Timeline Group WINCAP FINANCIAL LLC More: the full row for WINCAP FINANCIAL LLC 2,705 $2.38M 1.63% -4 13F-HR Timeline Advisors Preferred, LLC in group Advisors Preferred, LLC More: the full row for Advisors Preferred, LLC 2,600 $2.38M 0.39% 0 13F-HR Timeline Group Kintegral Advisory, LLC in group Kintegral Advisory, LLC More: the full row for Kintegral Advisory, LLC 2,699 $2.37M 0.2% -74 13F-HR Timeline Group SIERRA SUMMIT ADVISORS LLC More: the full row for SIERRA SUMMIT ADVISORS LLC 2,699 $2.37M 0.36% +85 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 2,683 $2.36M 0.13% +22 13F-HR Timeline Tolleson Wealth Management, Inc. in group Tolleson Wealth Management, I… More: the full row for Tolleson Wealth Management, Inc. 2,683 $2.36M 0.34% -22 13F-HR Timeline Group GKV Capital Management Co., Inc. More: the full row for GKV Capital Management Co., Inc. 2,679 $2.35M 0.88% +116 13F-HR Timeline LBP AM SA More: the full row for LBP AM SA 2,678 $2.35M 0.03% +1,276 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 2,669 $2.35M 0.05% -158 13F-HR Timeline Nikulski Financial, Inc. More: the full row for Nikulski Financial, Inc. 2,668 $2.35M 0.56% -670 13F-HR Timeline Bluebird Wealth Management LLC More: the full row for Bluebird Wealth Management LLC 2,665 $2.34M 2.19% 13F-HR Timeline Portfolio Design Labs, LLC More: the full row for Portfolio Design Labs, LLC 2,652 $2.33M 0.38% +45 13F-HR Timeline Terra Nova Asset Management LLC More: the full row for Terra Nova Asset Management LLC 2,650 $2.33M 1.53% +12 13F-HR Timeline Beaumont Asset Management, L.L.C. More: the full row for Beaumont Asset Management, L.L.C. 2,644 $2.32M 1.16% -59 13F-HR Timeline Nicholas Hoffman & Company, LLC. More: the full row for Nicholas Hoffman & Company, LLC. 2,639 $2.32M 0.05% +308 13F-HR Timeline CORRADO ADVISORS, LLC More: the full row for CORRADO ADVISORS, LLC 2,634 $2.32M 1.16% -10 13F-HR Timeline FIRST MANHATTAN CO. LLC. More: the full row for FIRST MANHATTAN CO. LLC. 2,628 $2.31M 0.01% +269 13F-HR Timeline PEOPLES FINANCIAL SERVICES CORP. More: the full row for PEOPLES FINANCIAL SERVICES CORP. 2,625 $2.31M 1.08% -143 13F-HR Timeline Blackstone Inc. in group Blackstone Inc. More: the full row for Blackstone Inc. 2,616 $2.3M 0.01% +1,655 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. Zullo Investment Group, Inc. More: the full row for Zullo Investment Group, Inc. 2,612 $2.3M 0.84% -88 13F-HR Timeline Souders Financial Advisors More: the full row for Souders Financial Advisors 2,608 $2.29M 0.26% -211 13F-HR Timeline Krilogy Financial LLC More: the full row for Krilogy Financial LLC 2,456 $2.29M 0.08% +106 13F-HR Timeline Aubrey Capital Management Ltd More: the full row for Aubrey Capital Management Ltd 2,600 $2.29M 0.9% new 13F-HR Timeline PCM Encore, LLC More: the full row for PCM Encore, LLC 2,598 $2.28M 0.49% 13F-HR Timeline Disciplined Investors, L.L.C. More: the full row for Disciplined Investors, L.L.C. 2,590 $2.28M 1.49% +3 13F-HR Timeline Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 2,588 $2.28M 0.05% -278 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 2,586 $2.27M 0.18% +65 13F-HR Timeline Xcel Wealth Management, LLC More: the full row for Xcel Wealth Management, LLC 2,586 $2.27M 0.58% +55 13F-HR Timeline Tranquility Partners, LLC More: the full row for Tranquility Partners, LLC 2,579 $2.27M 0.82% -6 13F-HR Timeline Cache Advisors, LLC More: the full row for Cache Advisors, LLC 2,575 $2.26M 0.28% +75 13F-HR Timeline HCR Wealth Advisors More: the full row for HCR Wealth Advisors 2,568 $2.26M 0.22% +607 13F-HR Timeline Pines Wealth Management, LLC More: the full row for Pines Wealth Management, LLC 2,566 $2.26M 0.73% +11 13F-HR Timeline Smith Salley Wealth Management More: the full row for Smith Salley Wealth Management 2,559 $2.25M 0.11% +69 13F-HR Timeline Optas, LLC More: the full row for Optas, LLC 2,553 $2.24M 0.35% +11 13F-HR Timeline Mill Capital Management, LLC More: the full row for Mill Capital Management, LLC 2,541 $2.23M 0.16% 0 13F-HR Timeline MCGUIRE CAPITAL ADVISORS INC More: the full row for MCGUIRE CAPITAL ADVISORS INC 2,537 $2.23M 1.42% 13F-HR Timeline FIDEURAM - INTESA SANPAOLO PRIVATE BANK… More: the full row for FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A. 2,536 $2.23M 0.08% 13F-HR/A Timeline TritonPoint Partners, LLC group of 2 filers holding More: the full row for TritonPoint Partners, LLC 2,519 $2.21M +78 Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 2,519 $2.21M 0.08% +187 13F-HR Timeline Pinnacle Wealth Management, LLC More: the full row for Pinnacle Wealth Management, LLC 2,518 $2.21M 1.49% +244 13F-HR Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 2,515 $2.21M 0.29% +296 13F-HR Timeline Matrix Trust Co More: the full row for Matrix Trust Co 2,502 $2.2M 0.36% -25 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 2,501 $2.2M 0.12% -734 13F-HR Timeline SIGNET FINANCIAL MANAGEMENT, LLC More: the full row for SIGNET FINANCIAL MANAGEMENT, LLC 2,501 $2.2M 0.25% -30 13F-HR Timeline CAPITAL GROUP INVESTMENT MANAGEMENT PTE… in group CAPITAL GROUP INVESTMENT MANA… More: the full row for CAPITAL GROUP INVESTMENT MANAGEMENT PTE. 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