Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 11,242 $507K 0.01% -147 13F-HR Timeline Group TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 11,175 $504K 0.03% -189 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 11,123 $502K 0.01% -9,982 13F-HR Timeline Group iSAM Funds (UK) Ltd in group iSAM Funds (UK) Ltd More: the full row for iSAM Funds (UK) Ltd 11,100 $501K 0.35% new 13F-HR Timeline Group Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 11,099 $501K 0.02% -9 13F-HR Timeline Perennial Advisors, LLC More: the full row for Perennial Advisors, LLC 11,030 $498K 0.08% 0 13F-HR Timeline Sentry LLC More: the full row for Sentry LLC 11,024 $497K 0.14% 0 13F-HR Timeline D'Orazio & Associates, Inc. More: the full row for D'Orazio & Associates, Inc. 11,021 $497K 0.06% -37 13F-HR Timeline Polymer Capital Management (US) LLC More: the full row for Polymer Capital Management (US) LLC 11,016 $497K 0.07% new 13F-HR Timeline R Squared Ltd More: the full row for R Squared Ltd 11,006 $496K 0.26% new 13F-HR Timeline Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 10,981 $495K 0.06% -279 13F-HR Timeline Summit Financial Wealth Advisors, LLC More: the full row for Summit Financial Wealth Advisors, LLC 10,977 $495K 0.06% -243 13F-HR Timeline NorthCrest Asset Manangement, LLC More: the full row for NorthCrest Asset Manangement, LLC 10,058 $494K 0.01% +1,581 13F-HR Timeline First Dallas Securities Inc. More: the full row for First Dallas Securities Inc. 10,908 $492K 0.16% -14,018 13F-HR Timeline Avail Investment Partners, LLC More: the full row for Avail Investment Partners, LLC 10,905 $492K 0.38% +1,778 13F-HR Timeline Welch & Forbes LLC More: the full row for Welch & Forbes LLC 10,878 $491K 0.01% +178 13F-HR Timeline Fulcrum Asset Management LLP More: the full row for Fulcrum Asset Management LLP 10,998 $488K 0.05% new 13F-HR Timeline South Dakota Investment Council More: the full row for South Dakota Investment Council 10,700 $483K 0.01% 0 13F-HR Timeline BEESE FULMER INVESTMENT MANAGEMENT, INC. More: the full row for BEESE FULMER INVESTMENT MANAGEMENT, INC. 10,582 $477K 0.03% +702 13F-HR Timeline Abacus Wealth Partners, LLC More: the full row for Abacus Wealth Partners, LLC 10,541 $476K 0.05% -14,570 13F-HR Timeline Mission Creek Capital Partners, Inc. More: the full row for Mission Creek Capital Partners, Inc. 20,307 $474K 0.08% +1,790 13F-HR Timeline Permanent Capital Management, LP More: the full row for Permanent Capital Management, LP 10,392 $470K 0.06% +1,000 13F-HR Timeline EJMK Ventures LLC More: the full row for EJMK Ventures LLC 10,391 $470K 0.21% -5,141 13F-HR Timeline Mystic Asset Management, Inc. More: the full row for Mystic Asset Management, Inc. 10,409 $470K 0.1% 0 13F-HR Timeline Cinctive Capital Management LP More: the full row for Cinctive Capital Management LP 10,353 $467K 0.02% new 13F-HR Timeline DUMONT & BLAKE INVESTMENT ADVISORS LLC More: the full row for DUMONT & BLAKE INVESTMENT ADVISORS LLC 10,267 $463K 0.1% -3,717 13F-HR Timeline Empower Advisory Group, LLC in group Empower Annuity Insurance Co … More: the full row for Empower Advisory Group, LLC 10,252 $462K <0.01% +14 13F-HR Timeline Group CI INVESTMENTS INC. in group CI INVESTMENTS INC. More: the full row for CI INVESTMENTS INC. 10,220 $461K <0.01% +138 13F-HR Timeline Group Willow Creek Capital Management, Inc. More: the full row for Willow Creek Capital Management, Inc. 10,180 $459K 0.45% 13F-HR Timeline IRONWOOD INVESTMENT MANAGEMENT LLC More: the full row for IRONWOOD INVESTMENT MANAGEMENT LLC 10,171 $459K 0.16% -64 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 10,129 $457K 0.01% new 13F-HR Timeline BURKE & HERBERT BANK & TRUST CO More: the full row for BURKE & HERBERT BANK & TRUST CO 10,128 $457K 0.11% -3,117 13F-HR Timeline FIDUCIARY FINANCIAL GROUP, LLC More: the full row for FIDUCIARY FINANCIAL GROUP, LLC 10,112 $456K 0.05% new 13F-HR Timeline Waldron Private Wealth LLC More: the full row for Waldron Private Wealth LLC 10,057 $454K 0.02% new 13F-HR Timeline Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 10,030 $452K 0.03% -16 13F-HR Timeline CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 10,025 $452K 0.01% new 13F-HR Timeline Virtue Capital Management, LLC More: the full row for Virtue Capital Management, LLC 9,925 $448K 0.06% -566 13F-HR Timeline Successful Portfolios LLC More: the full row for Successful Portfolios LLC 9,127 $445K 0.21% -1,030 13F-HR Timeline FIRST CITIZENS BANK & TRUST CO More: the full row for FIRST CITIZENS BANK & TRUST CO 9,804 $442K 0.01% -3,703 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 9,769 $442K 0.06% -4,781 13F-HR Timeline AlphaGrep UK Ltd More: the full row for AlphaGrep UK Ltd 9,784 $441K 0.13% new 13F-HR Timeline First Financial Bankshares Inc More: the full row for First Financial Bankshares Inc 9,724 $439K 0.01% 0 13F-HR Timeline Livforsakringsbolaget Skandia, Omsesidi… More: the full row for Livforsakringsbolaget Skandia, Omsesidigt 9,590 $434K 0.01% -2,100 13F-HR Timeline Silphium Asset Management Ltd in group Silphium Asset Management Ltd More: the full row for Silphium Asset Management Ltd 9,600 $433K 0.15% new 13F-HR Timeline Group AUXIER ASSET MANAGEMENT LLC More: the full row for AUXIER ASSET MANAGEMENT LLC 9,584 $432K 0.06% -375 13F-HR Timeline THOMPSON SIEGEL & WALMSLEY LLC More: the full row for THOMPSON SIEGEL & WALMSLEY LLC 9,550 $431K 0.01% new 13F-HR Timeline PVG ASSET MANAGEMENT CORP More: the full row for PVG ASSET MANAGEMENT CORP 9,551 $431K 0.25% -20 13F-HR Timeline Teza Capital Management LLC More: the full row for Teza Capital Management LLC 9,551 $431K 0.83% new 13F-HR Timeline Carnegie Investment Counsel More: the full row for Carnegie Investment Counsel 9,544 $431K 0.01% +20 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 9,544 $431K <0.01% +148 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 9,510 $429K 0.03% -40 13F-HR Timeline Science & Technology Partners, L.P. More: the full row for Science & Technology Partners, L.P. 9,496 $428K 0.07% new 13F-HR Timeline Paragon Capital Management Ltd More: the full row for Paragon Capital Management Ltd 9,473 $427K 0.08% -5,524 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 9,462 $427K 0.01% -450 13F-HR Timeline Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 9,444 $426K <0.01% +602 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 9,442 $426K <0.01% -135 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 9,423 $425K 0.01% -257 13F-HR Timeline CEERA INVESTMENTS, LLC More: the full row for CEERA INVESTMENTS, LLC 9,402 $424K 0.18% -705 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 9,399 $424K 0.02% 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 9,255 $417K 0.01% +497 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. DOLIVER ADVISORS, LP More: the full row for DOLIVER ADVISORS, LP 9,225 $416K 0.09% new 13F-HR Timeline COURIER CAPITAL LLC More: the full row for COURIER CAPITAL LLC 9,200 $415K 0.02% +200 13F-HR Timeline Vectors Research Management, LLC More: the full row for Vectors Research Management, LLC 9,200 $415K 0.11% +200 13F-HR Timeline Alpha Family Trust in group Alpha Family Trust More: the full row for Alpha Family Trust 9,150 $413K 0.17% 0 13F-HR Timeline Group CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 9,142 $412K 0.01% +15 13F-HR Timeline 71 West Capital Partners More: the full row for 71 West Capital Partners 9,126 $412K 0.01% new 13F-HR Timeline BlueSky Wealth Advisors, LLC More: the full row for BlueSky Wealth Advisors, LLC 9,038 $408K 0.05% new 13F-HR Timeline AFFINITY WEALTH MANAGEMENT LLC More: the full row for AFFINITY WEALTH MANAGEMENT LLC 8,998 $406K 0.05% +173 13F-HR Timeline JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 8,961 $404K <0.01% -305 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 8,901 $402K <0.01% -15,451 13F-HR Timeline KCM INVESTMENT ADVISORS LLC More: the full row for KCM INVESTMENT ADVISORS LLC 8,902 $402K 0.01% new 13F-HR Timeline Rothschild Wealth LLC More: the full row for Rothschild Wealth LLC 8,900 $401K 0.03% new 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 8,898 $401K 0.03% -195 13F-HR Timeline TEACHER RETIREMENT SYSTEM OF TEXAS More: the full row for TEACHER RETIREMENT SYSTEM OF TEXAS 8,868 $400K <0.01% -10,932 13F-HR Timeline West Family Investments, Inc. More: the full row for West Family Investments, Inc. 8,864 $400K 0.12% new 13F-HR Timeline Berger Financial Group, Inc More: the full row for Berger Financial Group, Inc 8,863 $400K 0.02% new 13F-HR Timeline MLG Wealth Management DBA Pine Grove Fi… More: the full row for MLG Wealth Management DBA Pine Grove Financial Group 8,852 $399K 0.04% +22 13F-HR Timeline Summit Wealth Partners, LLC More: the full row for Summit Wealth Partners, LLC 8,848 $399K 0.06% +169 13F-HR Timeline DAVIS R M INC More: the full row for DAVIS R M INC 8,800 $398K 0.01% 0 13F-HR Timeline Herold Advisors, Inc. More: the full row for Herold Advisors, Inc. 8,789 $397K 0.08% -300 13F-HR Timeline Gibraltar Capital Management, Inc. More: the full row for Gibraltar Capital Management, Inc. 8,800 $397K 0.06% new 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 8,778 $396K 0.01% +12 13F-HR Timeline DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 8,733 $394K 0.01% +241 13F-HR Timeline SPINNAKER TRUST More: the full row for SPINNAKER TRUST 8,677 $391K 0.02% +57 13F-HR Timeline Johnson Financial Group, LLC More: the full row for Johnson Financial Group, LLC 8,599 $388K 0.02% new 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 8,557 $386K 0.02% -1,266 13F-HR Timeline Beaumont Financial Advisors, LLC More: the full row for Beaumont Financial Advisors, LLC 8,520 $384K 0.02% +51 13F-HR Timeline Supplemental Annuity Collective Trust o… More: the full row for Supplemental Annuity Collective Trust of NJ 8,510 $384K 0.1% -424 13F-HR Timeline Clear Street Group Inc. in group Clear Street Group Inc. More: the full row for Clear Street Group Inc. 8,480 $383K <0.01% new 13F-HR Timeline Group SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 8,476 $382K 0.03% new 13F-HR Timeline NEVILLE RODIE & SHAW INC More: the full row for NEVILLE RODIE & SHAW INC 8,444 $381K 0.02% -500 13F-HR Timeline Carnegie Lake Advisors LLC More: the full row for Carnegie Lake Advisors LLC 8,400 $379K 0.14% 0 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 7,081 $377K 0.01% -26 13F-HR Timeline WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC More: the full row for WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC 8,300 $374K <0.01% new 13F-HR Timeline Arista Wealth Management, LLC More: the full row for Arista Wealth Management, LLC 8,300 $374K 0.04% new 13F-HR Timeline Wellington Shields & Co., LLC in group Wellington Shields Capital Ma… More: the full row for Wellington Shields & Co., LLC 8,285 $374K 0.08% new 13F-HR Timeline Group Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 8,245 $372K 0.03% +1,097 13F-HR Timeline TABR Capital Management, LLC More: the full row for TABR Capital Management, LLC 8,242 $372K 0.32% new 13F-HR Timeline Maia Wealth LLC More: the full row for Maia Wealth LLC 8,206 $370K 0.05% new 13F-HR Timeline Arrowpoint Investment Partners (Singapo… in group Arrowpoint Investment Partner… More: the full row for Arrowpoint Investment Partners (Singapore) Pte. Ltd. 8,193 $370K 0.11% new 13F-HR Timeline Group Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 8,134 $367K 0.01% new 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 8,095 $365K 0.02% new 13F-HR Timeline PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 8,084 $365K <0.01% new 13F-HR Timeline CARY STREET PARTNERS ASSET MANAGEMENT L… group of 2 filers holding More: the full row for CARY STREET PARTNERS ASSET MANAGEMENT LLC 8,039 $363K new Timeline SEVEN MILE ADVISORY More: the full row for SEVEN MILE ADVISORY 7,987 $361K 0.24% new 13F-HR Timeline Syverson Strege & Co More: the full row for Syverson Strege & Co 8,004 $361K 0.08% -811 13F-HR Timeline SeaBridge Investment Advisors LLC More: the full row for SeaBridge Investment Advisors LLC 8,000 $361K 0.05% new 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 7,978 $358K 0.02% 0 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 7,885 $356K 0.01% new 13F-HR Timeline FOLGER NOLAN FLEMING DOUGLAS CAPITAL MA… More: the full row for FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC 7,880 $355K 0.03% new 13F-HR Timeline WEDGEWOOD INVESTORS INC /PA/ More: the full row for WEDGEWOOD INVESTORS INC /PA/ 7,851 $354K 0.36% new 13F-HR Timeline JACKSON THORNTON WEALTH MANAGEMENT, LLC More: the full row for JACKSON THORNTON WEALTH MANAGEMENT, LLC 7,841 $354K 0.03% new 13F-HR Timeline Allegiance Financial Group Advisory Ser… More: the full row for Allegiance Financial Group Advisory Services LLC 7,812 $354K 0.06% new 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 7,826 $353K 0.12% -2,101 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 7,791 $351K <0.01% -2,207 13F-HR Timeline Turtle Creek Wealth Advisors, LLC More: the full row for Turtle Creek Wealth Advisors, LLC 7,628 $344K 0.02% new 13F-HR Timeline Dakota Wealth Management More: the full row for Dakota Wealth Management 7,618 $344K 0.01% new 13F-HR Timeline MIRABELLA FINANCIAL SERVICES LLP More: the full row for MIRABELLA FINANCIAL SERVICES LLP 7,599 $343K 0.03% -140,057 13F-HR Timeline Kera Capital Partners, Inc. More: the full row for Kera Capital Partners, Inc. 7,596 $343K 0.03% new 13F-HR Timeline L2 Asset Management, LLC More: the full row for L2 Asset Management, LLC 7,562 $341K 0.04% new 13F-HR Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 7,493 $338K 0.02% new 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 7,417 $335K 0.02% new 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 7,392 $333K 0.01% -1,356 13F-HR Timeline Bluespring Wealth Management, LLC More: the full row for Bluespring Wealth Management, LLC 7,382 $333K 0.01% new 13F-HR Timeline VICTORY FINANCIAL GROUP, LLC More: the full row for VICTORY FINANCIAL GROUP, LLC 7,367 $332K 0.03% new 13F-HR Timeline ALTFEST L J & CO INC More: the full row for ALTFEST L J & CO INC 7,343 $331K 0.03% new 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 7,326 $330K 0.01% new 13F-HR Timeline BURNEY CO/ More: the full row for BURNEY CO/ 7,324 $330K 0.01% new 13F-HR Timeline Wick Capital Partners, LLC More: the full row for Wick Capital Partners, LLC 7,239 $327K 0.05% new 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 7,211 $325K 0.01% new 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 7,180 $324K 0.01% +355 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 7,179 $324K <0.01% new 13F-HR Timeline Newman Dignan & Sheerar, Inc. More: the full row for Newman Dignan & Sheerar, Inc. 7,175 $324K 0.06% new 13F-HR Timeline Axxion S.A. More: the full row for Axxion S.A. 7,152 $323K 0.02% 13F-HR Timeline XXI WEALTH, LLC More: the full row for XXI WEALTH, LLC 7,144 $322K 0.15% new 13F-HR Timeline SWP FINANCIAL LLC More: the full row for SWP FINANCIAL LLC 7,127 $321K 0.15% new 13F-HR Timeline Verity Asset Management, Inc. More: the full row for Verity Asset Management, Inc. 7,120 $321K 0.12% -1,593 13F-HR Timeline WBH ADVISORY INC More: the full row for WBH ADVISORY INC 7,100 $320K 0.02% new 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 7,066 $319K 0.01% new 13F-HR Timeline Cornerstone Wealth Group, LLC More: the full row for Cornerstone Wealth Group, LLC 7,046 $318K 0.02% new 13F-HR Timeline Bank Julius Baer & Co. Ltd, Zurich More: the full row for Bank Julius Baer & Co. Ltd, Zurich 7,000 $317K <0.01% -2,219 13F-HR Timeline J. M. Brown & Associates Inc. More: the full row for J. M. Brown & Associates Inc. 7,008 $316K 0.18% 13F-HR Timeline OSTRUM ASSET MANAGEMENT More: the full row for OSTRUM ASSET MANAGEMENT 7,006 $316K 0.02% -10,567 13F-HR Timeline Blue Capital, Inc. More: the full row for Blue Capital, Inc. 7,006 $316K 0.2% new 13F-HR Timeline Fayez Sarofim & Co in group Fayez Sarofim & Co More: the full row for Fayez Sarofim & Co 6,980 $315K <0.01% new 13F-HR Timeline Group Pine Valley Investments Ltd Liability Co More: the full row for Pine Valley Investments Ltd Liability Co 6,961 $315K 0.01% new 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 6,946 $313K 0.01% new 13F-HR Timeline Bosman Wealth Management, LLC More: the full row for Bosman Wealth Management, LLC 6,939 $313K 0.19% new 13F-HR Timeline SHELTON CAPITAL MANAGEMENT More: the full row for SHELTON CAPITAL MANAGEMENT 6,912 $312K 0.01% -244,355 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 6,908 $312K 0.14% 0 13F-HR Timeline Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 6,902 $311K 0.01% new 13F-HR Timeline Ariadne Wealth Management, LP More: the full row for Ariadne Wealth Management, LP 6,901 $311K 0.14% -1,900 13F-HR Timeline ASAHI LIFE ASSET MANAGEMENT CO., LTD. More: the full row for ASAHI LIFE ASSET MANAGEMENT CO., LTD. 6,886 $311K 0.18% -12,174 13F-HR Timeline Symphony Financial, Ltd. Co. More: the full row for Symphony Financial, Ltd. Co. 6,871 $309K 0.03% new 13F-HR Timeline Sharp Wealth Advisory, LLC More: the full row for Sharp Wealth Advisory, LLC 6,844 $309K 0.14% -1,985 13F-HR Timeline SEARLE & CO. More: the full row for SEARLE & CO. 6,812 $307K 0.07% new 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 6,807 $307K 0.06% +6,288 13F-HR/A Timeline TCI Wealth Advisors, Inc. More: the full row for TCI Wealth Advisors, Inc. 6,783 $306K 0.01% new 13F-HR Timeline Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 6,757 $305K 0.04% -6,432 13F-HR Timeline PFA Pension, Forsikringsaktieselskab More: the full row for PFA Pension, Forsikringsaktieselskab 6,749 $304K <0.01% -691,796 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 6,743 $304K 0.02% new 13F-HR Timeline Portman Square Capital LLP More: the full row for Portman Square Capital LLP 6,728 $304K 0.05% -181,776 13F-HR Timeline LAKE STREET PRIVATE WEALTH, LLC More: the full row for LAKE STREET PRIVATE WEALTH, LLC 6,711 $303K 0.03% new 13F-HR Timeline RiverFront Investment Group, LLC More: the full row for RiverFront Investment Group, LLC 6,688 $302K <0.01% new 13F-HR Timeline EDMOND DE ROTHSCHILD HOLDING S.A. in group EDMOND DE ROTHSCHILD HOLDING … More: the full row for EDMOND DE ROTHSCHILD HOLDING S.A. 6,652 $300K <0.01% 0 13F-HR Timeline Group Insight Wealth Partners, LLC More: the full row for Insight Wealth Partners, LLC 6,634 $299K 0.04% new 13F-HR Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 6,617 $298K 0.03% new 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 6,603 $298K 0.02% new 13F-HR Timeline Gryphon Financial Partners LLC More: the full row for Gryphon Financial Partners LLC 6,598 $298K 0.03% new 13F-HR Timeline TRUE Private Wealth Advisors More: the full row for TRUE Private Wealth Advisors 6,561 $296K 0.03% new 13F-HR Timeline FUKOKU MUTUAL LIFE INSURANCE Co More: the full row for FUKOKU MUTUAL LIFE INSURANCE Co 6,560 $296K 0.02% new 13F-HR Timeline Interchange Capital Partners, LLC More: the full row for Interchange Capital Partners, LLC 6,542 $295K 0.06% new 13F-HR Timeline Aull & Monroe Investment Management Corp More: the full row for Aull & Monroe Investment Management Corp 6,469 $292K 0.12% new 13F-HR Timeline WESTPAC BANKING CORP in group WESTPAC BANKING CORP More: the full row for WESTPAC BANKING CORP 6,453 $291K 0.02% new 13F-HR Timeline Group Columbia Asset Management More: the full row for Columbia Asset Management 6,420 $290K 0.05% new 13F-HR Timeline JACOBS & CO/CA More: the full row for JACOBS & CO/CA 6,423 $289K 0.02% new 13F-HR Timeline Estabrook Capital Management More: the full row for Estabrook Capital Management 6,400 $289K 0.04% 0 13F-HR Timeline NATURAL INVESTMENTS, LLC More: the full row for NATURAL INVESTMENTS, LLC 6,398 $288K 0.06% new 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 6,622 $288K 0.01% -1,417 13F-HR Timeline Beverly Hills Private Wealth, LLC More: the full row for Beverly Hills Private Wealth, LLC 6,353 $287K 0.06% -20,626 13F-HR Timeline Wealth Architects, LLC More: the full row for Wealth Architects, LLC 6,292 $284K 0.02% new 13F-HR Timeline Strive Financial Group ,LLC More: the full row for Strive Financial Group ,LLC 6,292 $284K 0.12% +6,013 13F-HR/A Timeline DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 6,259 $283K 0.05% new 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 6,273 $283K <0.01% +437 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 6,271 $283K 0.01% new 13F-HR Timeline CRAWFORD INVESTMENT COUNSEL INC More: the full row for CRAWFORD INVESTMENT COUNSEL INC 6,244 $282K <0.01% new 13F-HR Timeline Odyssean, LLC More: the full row for Odyssean, LLC 6,237 $281K 0.05% new 13F-HR Timeline TIEMANN INVESTMENT ADVISORS, LLC More: the full row for TIEMANN INVESTMENT ADVISORS, LLC 6,225 $281K 0.1% new 13F-HR Timeline KNIGHTSBRIDGE ASSET MANAGEMENT, LLC More: the full row for KNIGHTSBRIDGE ASSET MANAGEMENT, LLC 6,214 $280K 0.04% new 13F-HR/A Timeline BOS Asset Management, LLC More: the full row for BOS Asset Management, LLC 6,194 $279K 0.06% new 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 6,156 $278K 0.01% new 13F-HR Timeline Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 6,142 $277K <0.01% new 13F-HR Timeline Horst & Graben Wealth Management LLC More: the full row for Horst & Graben Wealth Management LLC 6,290 $276K 0.04% new 13F-HR Timeline TRUST POINT INC. More: the full row for TRUST POINT INC. 6,047 $273K 0.02% new 13F-HR Timeline Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 5,999 $271K 0.01% new 13F-HR Timeline BALLAST ADVISORS LLC More: the full row for BALLAST ADVISORS LLC 6,000 $271K 0.06% -1,192 13F-HR Timeline Goelzer Investment Management, Inc. More: the full row for Goelzer Investment Management, Inc. 5,954 $269K 0.01% new 13F-HR Timeline NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 5,926 $267K 0.02% new 13F-HR Timeline SFG Wealth Management, LLC. More: the full row for SFG Wealth Management, LLC. 5,918 $267K 0.1% new 13F-HR Timeline NORTHWEST WEALTH MANAGEMENT, LLC More: the full row for NORTHWEST WEALTH MANAGEMENT, LLC 5,900 $266K 0.04% new 13F-HR Timeline