HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 15,662 $611K 0.01% +1,623 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Siemens Fonds Invest GmbH More: the full row for Siemens Fonds Invest GmbH 15,560 $607K 0.03% +3,588 13F-HR Timeline Clear Trail Advisors, LLC More: the full row for Clear Trail Advisors, LLC 15,528 $605K 0.1% -351 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 15,520 $605K 0.01% +5,326 13F-HR Timeline HOLDERNESS INVESTMENTS CO More: the full row for HOLDERNESS INVESTMENTS CO 15,456 $603K 0.12% +2,800 13F-HR Timeline Neo Ivy Capital Management More: the full row for Neo Ivy Capital Management 15,332 $598K 0.16% new 13F-HR Timeline Turtle Creek Wealth Advisors, LLC More: the full row for Turtle Creek Wealth Advisors, LLC 15,299 $596K 0.05% +816 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 15,202 $593K 0.03% +221 13F-HR Timeline Eukles Asset Management More: the full row for Eukles Asset Management 15,178 $592K 0.26% -1,807 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 15,167 $591K 0.02% +911 13F-HR Timeline Quantessence Capital LLC More: the full row for Quantessence Capital LLC 15,163 $591K 2.88% new 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 14,987 $584K 0.02% +4,954 13F-HR Timeline Aristotle Atlantic Partners, LLC in group ARISTOTLE INVESTMENT SERVICES… More: the full row for Aristotle Atlantic Partners, LLC 14,960 $583K 0.03% new 13F-HR Timeline Group DZ BANK AG Deutsche Zentral Genossensch… in group DZ BANK AG Deutsche Zentral G… More: the full row for DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 14,868 $580K <0.01% +7,202 13F-HR Timeline Group Journey Advisory Group, LLC More: the full row for Journey Advisory Group, LLC 14,395 $561K 0.05% 0 13F-HR Timeline BWM Planning, LLC More: the full row for BWM Planning, LLC 14,312 $558K 0.15% +1 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 14,285 $557K 0.01% +4,735 13F-HR Timeline KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 14,211 $554K <0.01% +3,006 13F-HR Timeline Group Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 14,071 $549K 0.03% +3,954 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 13,016 $543K 0.02% +2,988 13F-HR Timeline TCW GROUP INC in group TCW GROUP INC More: the full row for TCW GROUP INC 13,836 $539K <0.01% +321 13F-HR Timeline Group SIMPLEX TRADING, LLC More: the full row for SIMPLEX TRADING, LLC 13,835 $539K 0.02% new 13F-HR Timeline Systematic Alpha Investments, LLC More: the full row for Systematic Alpha Investments, LLC 13,816 $539K 0.02% 0 13F-HR Timeline Avestar Capital, LLC More: the full row for Avestar Capital, LLC 13,672 $533K 0.04% new 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 13,659 $533K 0.02% -4,117 13F-HR Timeline SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 13,650 $532K 0.05% -1,802 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 13,538 $528K 0.01% +8,218 13F-HR Timeline J. Safra Sarasin Holding AG in group J. Safra Sarasin Holding AG More: the full row for J. Safra Sarasin Holding AG 13,518 $527K 0.01% 0 13F-HR Timeline Group QRG CAPITAL MANAGEMENT, INC. More: the full row for QRG CAPITAL MANAGEMENT, INC. 13,507 $527K 0.01% +599 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 13,487 $526K 0.04% +3,690 13F-HR Timeline Lake Hills Wealth Management, LLC More: the full row for Lake Hills Wealth Management, LLC 13,413 $523K 0.29% new 13F-HR Timeline BURNEY CO/ More: the full row for BURNEY CO/ 13,367 $521K 0.02% new 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 13,250 $517K 0.01% -716 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 13,128 $512K 0.02% +3,253 13F-HR Timeline Group CHILTON CAPITAL MANAGEMENT LLC More: the full row for CHILTON CAPITAL MANAGEMENT LLC 13,119 $512K 0.02% -210 13F-HR Timeline Index Technologies Group LLC More: the full row for Index Technologies Group LLC 13,056 $509K 0.55% new 13F-HR Timeline CULLEN INVESTMENT GROUP, LTD. More: the full row for CULLEN INVESTMENT GROUP, LTD. 13,008 $507K 0.07% -250 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 12,976 $506K 0.03% +1,396 13F-HR Timeline Group FOX RUN MANAGEMENT, L.L.C. More: the full row for FOX RUN MANAGEMENT, L.L.C. 12,816 $503K 0.09% -16,657 13F-HR Timeline Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 12,879 $502K 0.03% +32 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 12,850 $501K 0.05% +3,852 13F-HR Timeline Group Advisory Resource Group More: the full row for Advisory Resource Group 12,734 $497K 0.09% new 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 12,643 $496K 0.02% +1,067 13F-HR Timeline Atala Financial Inc More: the full row for Atala Financial Inc 12,960 $496K 0.33% 0 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 12,715 $496K 0.01% new 13F-HR Timeline Group TEACHER RETIREMENT SYSTEM OF TEXAS More: the full row for TEACHER RETIREMENT SYSTEM OF TEXAS 12,587 $491K <0.01% -15,648 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 12,457 $486K 0.06% +6,674 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 12,444 $485K 0.01% +3,168 13F-HR Timeline MONTGOMERY INVESTMENT MANAGEMENT INC More: the full row for MONTGOMERY INVESTMENT MANAGEMENT INC 12,432 $485K 0.17% +1,432 13F-HR Timeline Mystic Asset Management, Inc. More: the full row for Mystic Asset Management, Inc. 12,361 $482K 0.11% +400 13F-HR Timeline Knollwood Investment Advisory, LLC More: the full row for Knollwood Investment Advisory, LLC 12,349 $481K 0.05% 0 13F-HR Timeline CAPSTONE INVESTMENT ADVISORS, LLC in group CAPSTONE INVESTMENT ADVISORS,… More: the full row for CAPSTONE INVESTMENT ADVISORS, LLC 12,192 $475K <0.01% -85,064 13F-HR Timeline Group WADDELL & ASSOCIATES, LLC More: the full row for WADDELL & ASSOCIATES, LLC 11,993 $468K 0.03% +2,889 13F-HR Timeline Guinness Atkinson Asset Management Inc More: the full row for Guinness Atkinson Asset Management Inc 11,972 $467K 0.23% +901 13F-HR Timeline Welch Group, LLC More: the full row for Welch Group, LLC 11,941 $466K 0.02% -140 13F-HR Timeline Parcion Private Wealth LLC More: the full row for Parcion Private Wealth LLC 11,900 $464K 0.03% +188 13F-HR Timeline Coastal Bridge Advisors, LLC More: the full row for Coastal Bridge Advisors, LLC 11,816 $461K 0.03% +315 13F-HR Timeline VERUS CAPITAL PARTNERS, LLC More: the full row for VERUS CAPITAL PARTNERS, LLC 11,741 $458K 0.03% new 13F-HR Timeline Blue Sparrow, LLC /DE More: the full row for Blue Sparrow, LLC /DE 11,730 $457K 0.01% new 13F-HR Timeline BANQUE PICTET & CIE SA More: the full row for BANQUE PICTET & CIE SA 11,726 $457K 0.01% -43,042 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 11,688 $456K 0.01% +3,619 13F-HR Timeline Three Seasons Wealth, LLC More: the full row for Three Seasons Wealth, LLC 11,684 $456K 0.17% new 13F-HR Timeline INVESTORS ASSET MANAGEMENT OF GEORGIA I… More: the full row for INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV 11,670 $455K 0.19% 0 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 11,640 $454K 0.04% +4,864 13F-HR Timeline Group EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 11,637 $454K 0.01% +702 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 11,618 $453K <0.01% +475 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 11,581 $452K 0.01% +899 13F-HR Timeline Advocate Investing Services LLC More: the full row for Advocate Investing Services LLC 11,488 $448K 0.38% +1,023 13F-HR Timeline XXI WEALTH, LLC More: the full row for XXI WEALTH, LLC 11,435 $446K 0.25% +2,253 13F-HR Timeline Financiere des Professionnels - Fonds d… More: the full row for Financiere des Professionnels - Fonds d'investissement inc. 11,352 $443K 0.03% new 13F-HR Timeline Sivia Capital Partners, LLC More: the full row for Sivia Capital Partners, LLC 11,261 $439K 0.09% -8,449 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 11,072 $432K 0.01% 0 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 11,064 $431K 0.01% +648 13F-HR Timeline CARLSON FINANCIAL, INC. More: the full row for CARLSON FINANCIAL, INC. 10,983 $428K 0.25% new 13F-HR Timeline Concentric Capital Strategies, LP More: the full row for Concentric Capital Strategies, LP 10,921 $426K 0.04% new 13F-HR Timeline PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 10,917 $426K 0.01% -471 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 10,886 $424K <0.01% -4,712 13F-HR Timeline Phoenix Financial Ltd. in group Phoenix Financial Ltd. More: the full row for Phoenix Financial Ltd. 11,137 $422K <0.01% +1,922 13F-HR Timeline Group Jackson Creek Investment Advisors LLC More: the full row for Jackson Creek Investment Advisors LLC 10,805 $421K 0.12% -41 13F-HR Timeline Hunter Perkins Capital Management, LLC More: the full row for Hunter Perkins Capital Management, LLC 10,789 $421K 0.1% new 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 10,701 $417K 0.02% -7,231 13F-HR Timeline Hamilton Capital, LLC More: the full row for Hamilton Capital, LLC 10,682 $416K 0.02% +125 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 10,659 $416K 0.02% new 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 10,641 $415K 0.04% +226 13F-HR Timeline Group G&S Capital LLC More: the full row for G&S Capital LLC 10,417 $406K 0.14% new 13F-HR Timeline Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 10,391 $405K 0.02% +1,931 13F-HR Timeline CAPITAL ADVISORS INC/OK More: the full row for CAPITAL ADVISORS INC/OK 10,360 $404K 0.01% +1,301 13F-HR Timeline SEARLE & CO. More: the full row for SEARLE & CO. 10,249 $400K 0.1% 0 13F-HR Timeline OSTRUM ASSET MANAGEMENT More: the full row for OSTRUM ASSET MANAGEMENT 10,165 $396K 0.02% -23,320 13F-HR Timeline OpenArc Corporate Advisory, LLC More: the full row for OpenArc Corporate Advisory, LLC 10,038 $391K 0.01% new 13F-HR Timeline Interval Partners, LP More: the full row for Interval Partners, LP 10,033 $391K 0.01% -100,463 13F-HR Timeline Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 10,015 $390K 0.01% -4,876 13F-HR Timeline Group U S GLOBAL INVESTORS INC More: the full row for U S GLOBAL INVESTORS INC 10,000 $390K 0.05% 0 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 9,998 $390K <0.01% -3,170 13F-HR Timeline Group Citizens National Bank Trust Department More: the full row for Citizens National Bank Trust Department 9,980 $389K 0.06% 0 13F-HR Timeline PEAPACK GLADSTONE FINANCIAL CORP More: the full row for PEAPACK GLADSTONE FINANCIAL CORP 9,913 $387K <0.01% -187 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 9,912 $386K 0.01% +223 13F-HR Timeline Group Huber Capital Management LLC More: the full row for Huber Capital Management LLC 9,900 $386K 0.06% -11,000 13F-HR Timeline Garrett Wealth Advisory Group, LLC More: the full row for Garrett Wealth Advisory Group, LLC 9,894 $386K 0.07% +1,261 13F-HR Timeline Manske Wealth Management More: the full row for Manske Wealth Management 9,845 $384K 0.11% 0 13F-HR Timeline GUYASUTA INVESTMENT ADVISORS INC More: the full row for GUYASUTA INVESTMENT ADVISORS INC 9,830 $383K 0.02% +2 13F-HR Timeline FORTRESS PRIVATE LEDGER, LLC More: the full row for FORTRESS PRIVATE LEDGER, LLC 9,825 $383K 0.12% +1,516 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 9,803 $382K <0.01% +346 13F-HR Timeline Curi Capital, LLC More: the full row for Curi Capital, LLC 9,723 $379K 0.01% +166 13F-HR Timeline REXFORD CAPITAL INC More: the full row for REXFORD CAPITAL INC 9,708 $379K 0.27% +468 13F-HR Timeline CoreFirst Bank & Trust More: the full row for CoreFirst Bank & Trust 9,690 $378K 0.2% -150 13F-HR Timeline BSW Wealth Partners More: the full row for BSW Wealth Partners 9,485 $370K 0.05% -320 13F-HR Timeline Bryn Mawr Trust Advisors, LLC More: the full row for Bryn Mawr Trust Advisors, LLC 9,456 $369K 0.02% +38 13F-HR Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 9,370 $365K 0.02% +1,802 13F-HR Timeline Asset One Wealth Management LLC More: the full row for Asset One Wealth Management LLC 9,554 $364K 0.04% new 13F-HR Timeline Caerus Investment Advisors, LLC More: the full row for Caerus Investment Advisors, LLC 9,307 $363K 0.15% +35 13F-HR Timeline TKG Advisors, LLC More: the full row for TKG Advisors, LLC 9,295 $362K 0.15% new 13F-HR Timeline Applied Capital LLC/FL More: the full row for Applied Capital LLC/FL 9,220 $359K 0.26% -400 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 9,204 $359K 0.01% +1,220 13F-HR Timeline Drucker Wealth 3.0, LLC More: the full row for Drucker Wealth 3.0, LLC 9,195 $359K 0.06% +537 13F-HR Timeline SAXON INTERESTS, INC. More: the full row for SAXON INTERESTS, INC. 9,163 $357K 0.12% -9,600 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. 9,092 $355K 0.01% +751 13F-HR Timeline Group AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 9,000 $351K 0.03% 0 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 8,952 $349K 0.01% new 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 8,933 $348K <0.01% +73 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. waypoint wealth counsel More: the full row for waypoint wealth counsel 8,883 $346K 0.18% -529 13F-HR Timeline RIVERSEDGE ADVISORS, LLC More: the full row for RIVERSEDGE ADVISORS, LLC 8,806 $343K 0.06% +813 13F-HR Timeline Fruth Investment Management More: the full row for Fruth Investment Management 8,770 $341K 0.08% 0 13F-HR Timeline QTR Family Wealth, LLC More: the full row for QTR Family Wealth, LLC 9,086 $341K 0.14% 0 13F-HR Timeline SUMITOMO LIFE INSURANCE CO More: the full row for SUMITOMO LIFE INSURANCE CO 8,724 $340K 0.01% +191 13F-HR Timeline Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 8,720 $340K 0.01% -1,698 13F-HR Timeline PATTON FUND MANAGEMENT, INC. More: the full row for PATTON FUND MANAGEMENT, INC. 8,692 $339K 0.06% 0 13F-HR Timeline Beirne Wealth Consulting Services, LLC More: the full row for Beirne Wealth Consulting Services, LLC 8,651 $337K 0.1% new 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 8,638 $337K 0.01% +2,055 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 8,588 $335K 0.01% -1,552 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 8,564 $334K 0.05% +4,897 13F-HR Timeline Code Waechter LLC More: the full row for Code Waechter LLC 8,555 $334K 0.2% +480 13F-HR Timeline Cohen Klingenstein LLC More: the full row for Cohen Klingenstein LLC 8,500 $331K 0.01% 0 13F-HR Timeline Clarus Group, Inc. More: the full row for Clarus Group, Inc. 8,493 $331K 0.12% -287 13F-HR Timeline Parkway Wealth Management Group, LLC More: the full row for Parkway Wealth Management Group, LLC 8,744 $330K 0.04% new 13F-HR Timeline Paragon Capital Management Ltd More: the full row for Paragon Capital Management Ltd 8,418 $328K 0.07% -412 13F-HR Timeline Miller Global Investments, LLC More: the full row for Miller Global Investments, LLC 8,408 $328K 0.3% -384 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 8,381 $327K 0.01% +216 13F-HR Timeline Banco Santander, S.A. in group Banco Santander, S.A. More: the full row for Banco Santander, S.A. 8,291 $323K <0.01% +1,075 13F-HR Timeline Group Compound Planning, Inc. More: the full row for Compound Planning, Inc. 8,281 $323K 0.01% new 13F-HR Timeline CIM INVESTMENT MANAGEMENT INC More: the full row for CIM INVESTMENT MANAGEMENT INC 8,243 $321K 0.09% -40 13F-HR Timeline Voleon Capital Management LP More: the full row for Voleon Capital Management LP 8,226 $321K 0.01% new 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 8,202 $320K 0.01% +769 13F-HR Timeline Boltwood Capital Management More: the full row for Boltwood Capital Management 8,185 $319K 0.08% -90 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 8,107 $316K 0.01% 0 13F-HR Timeline Mittelman Wealth Management More: the full row for Mittelman Wealth Management 8,074 $315K 0.2% -868 13F-HR Timeline Cercano Management LLC More: the full row for Cercano Management LLC 8,064 $314K 0.01% 0 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 7,973 $311K 0.02% +9 13F-HR Timeline Hills Bank & Trust Co in group Hills Bank & Trust Co More: the full row for Hills Bank & Trust Co 7,905 $308K 0.01% -135 13F-HR Timeline Group MSH Capital Advisors LLC More: the full row for MSH Capital Advisors LLC 7,905 $308K 0.07% +51 13F-HR Timeline Kera Capital Partners, Inc. More: the full row for Kera Capital Partners, Inc. 7,904 $308K 0.04% +151 13F-HR Timeline Symphony Financial, Ltd. Co. More: the full row for Symphony Financial, Ltd. Co. 7,747 $306K 0.04% new 13F-HR Timeline FOURPATH CAPITAL MANAGEMENT, LLC More: the full row for FOURPATH CAPITAL MANAGEMENT, LLC 7,820 $305K 0.04% -878 13F-HR Timeline Retirement Planning Co of New England, … More: the full row for Retirement Planning Co of New England, Inc. 7,810 $305K 0.12% -379 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 7,790 $304K 0.05% -79 13F-HR Timeline Group Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 10,001 $303K <0.01% new 13F-HR Timeline Group GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 7,754 $302K 0.02% -41 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 7,748 $302K 0.02% new 13F-HR Timeline Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 7,700 $300K 0.05% -2,768 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 7,695 $300K 0.01% +521 13F-HR Timeline BEESE FULMER INVESTMENT MANAGEMENT, INC. More: the full row for BEESE FULMER INVESTMENT MANAGEMENT, INC. 7,685 $300K 0.02% new 13F-HR Timeline SUMMITRY LLC More: the full row for SUMMITRY LLC 7,661 $299K 0.01% new 13F-HR/A Timeline Bison Wealth, LLC More: the full row for Bison Wealth, LLC 7,254 $298K 0.03% +291 13F-HR Timeline NOVEM GROUP More: the full row for NOVEM GROUP 7,622 $297K 0.03% new 13F-HR Timeline Welch & Forbes LLC More: the full row for Welch & Forbes LLC 7,600 $296K <0.01% 0 13F-HR Timeline 71 West Capital Partners More: the full row for 71 West Capital Partners 7,570 $295K 0.01% new 13F-HR Timeline Hardin Capital Partners, LLC More: the full row for Hardin Capital Partners, LLC 7,500 $292K 0.14% -1,250 13F-HR Timeline American National Bank of Texas More: the full row for American National Bank of Texas 7,456 $291K 0.28% 0 13F-HR Timeline DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 7,449 $290K 0.06% +64 13F-HR Timeline Paragon Private Wealth Management, LLC More: the full row for Paragon Private Wealth Management, LLC 7,448 $290K 0.09% new 13F-HR Timeline EagleClaw Capital Managment, LLC More: the full row for EagleClaw Capital Managment, LLC 7,400 $289K 0.04% -700 13F-HR Timeline Texas Capital Bank Wealth Management Se… More: the full row for Texas Capital Bank Wealth Management Services Inc 7,359 $287K 0.02% +26 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 7,320 $285K 0.01% new 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 7,310 $285K <0.01% new 13F-HR Timeline Group Gallagher Fiduciary Advisors, LLC in group Gallagher Fiduciary Advisors,… More: the full row for Gallagher Fiduciary Advisors, LLC 7,295 $284K 0.01% -61 13F-HR Timeline Group EQUITABLE TRUST CO More: the full row for EQUITABLE TRUST CO 7,287 $284K 0.01% +187 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 7,277 $284K <0.01% new 13F-HR Timeline Burford Brothers, Inc. More: the full row for Burford Brothers, Inc. 7,261 $283K 0.12% +18 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 7,232 $282K 0.01% +3,013 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 7,206 $281K 0.01% new 13F-HR Timeline Fractal Investments LLC More: the full row for Fractal Investments LLC 7,200 $281K 0.03% 0 13F-HR Timeline EXENCIAL WEALTH ADVISORS, LLC More: the full row for EXENCIAL WEALTH ADVISORS, LLC 7,119 $278K 0.01% new 13F-HR Timeline MITCHELL MCLEOD PUGH & WILLIAMS INC More: the full row for MITCHELL MCLEOD PUGH & WILLIAMS INC 7,097 $277K 0.04% +8 13F-HR Timeline Wick Capital Partners, LLC More: the full row for Wick Capital Partners, LLC 7,083 $276K 0.05% new 13F-HR Timeline Philadelphia Investment Partners, LLC More: the full row for Philadelphia Investment Partners, LLC 7,081 $276K 0.19% 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 7,005 $273K 0.03% -1,755 13F-HR Timeline PITTENGER & ANDERSON INC More: the full row for PITTENGER & ANDERSON INC 7,000 $273K 0.01% 0 13F-HR Timeline WEALTH EFFECTS LLC More: the full row for WEALTH EFFECTS LLC 7,000 $273K 0.1% new 13F-HR Timeline Cladis Investment Advisory, LLC More: the full row for Cladis Investment Advisory, LLC 7,000 $273K 0.15% -4,600 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 6,978 $272K <0.01% new 13F-HR Timeline REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 6,944 $271K <0.01% new 13F-HR Timeline Group McGowan Group Asset Management, Inc. More: the full row for McGowan Group Asset Management, Inc. 6,877 $268K 0.03% new 13F-HR Timeline HOHIMER WEALTH MANAGEMENT, LLC More: the full row for HOHIMER WEALTH MANAGEMENT, LLC 6,833 $266K 0.03% new 13F-HR Timeline SMITH SHELLNUT WILSON LLC /ADV More: the full row for SMITH SHELLNUT WILSON LLC /ADV 6,727 $262K 0.11% new 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 6,661 $260K 0.01% new 13F-HR/A Timeline POINCIANA ADVISORS GROUP, LLC More: the full row for POINCIANA ADVISORS GROUP, LLC 6,640 $259K 0.2% new 13F-HR Timeline Family Manage LLC More: the full row for Family Manage LLC 6,602 $257K 0.03% new 13F-HR Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. 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