Simmons Bank in group Simmons Bank More: the full row for Simmons Bank 20,704 $1.51M 0.1% +198 13F-HR Timeline Group MONOGRAPH WEALTH ADVISORS, LLC More: the full row for MONOGRAPH WEALTH ADVISORS, LLC 20,627 $1.5M 0.15% +14,570 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 20,568 $1.5M 0.24% 0 13F-HR Timeline KANAWHA CAPITAL MANAGEMENT LLC More: the full row for KANAWHA CAPITAL MANAGEMENT LLC 20,287 $1.48M 0.1% +8 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 20,034 $1.46M 0.1% +2,723 13F-HR Timeline Avory & Company, LLC More: the full row for Avory & Company, LLC 20,000 $1.46M 0.88% 0 13F-HR Timeline Narus Financial Partners, LLC More: the full row for Narus Financial Partners, LLC 19,967 $1.45M 0.4% +1,942 13F-HR/A Timeline Pilgrim Partners Asia Pte Ltd More: the full row for Pilgrim Partners Asia Pte Ltd 19,830 $1.44M 0.64% 13F-HR Timeline OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 19,826 $1.44M 0.02% 0 13F-HR Timeline Port Capital LLC More: the full row for Port Capital LLC 19,750 $1.44M 0.06% -1,100 13F-HR Timeline Florida Trust Wealth Management Co More: the full row for Florida Trust Wealth Management Co 19,719 $1.43M 0.04% 0 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 19,667 $1.43M 0.03% -1,680 13F-HR Timeline ETF Store, Inc. More: the full row for ETF Store, Inc. 19,655 $1.43M 1.52% -2,972 13F-HR Timeline Alaska Wealth Advisors, LLC in group Alaska Permanent Capital Mana… More: the full row for Alaska Wealth Advisors, LLC 19,638 $1.43M 0.19% -36,104 13F-HR Timeline Group Edge Financial Advisors LLC More: the full row for Edge Financial Advisors LLC 19,603 $1.43M 0.64% +13,792 13F-HR Timeline Pinnacle Financial Partners Inc More: the full row for Pinnacle Financial Partners Inc 19,555 $1.42M 0.03% -5,878 13F-HR Timeline Quantum Portfolio Management LLC More: the full row for Quantum Portfolio Management LLC 19,554 $1.42M 0.42% +6,856 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 19,545 $1.42M 0.1% +11 13F-HR Timeline Mitsubishi UFJ Asset Management Co., Lt… in group Mitsubishi UFJ Trust & Bankin… More: the full row for Mitsubishi UFJ Asset Management Co., Ltd. 19,524 $1.42M <0.01% -2,546 13F-HR Timeline Group Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 19,328 $1.41M 0.04% -19,723 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 19,110 $1.39M 0.1% +7,592 13F-HR Timeline Fort Point Capital Partners LLC More: the full row for Fort Point Capital Partners LLC 18,926 $1.38M 0.17% 0 13F-HR Timeline Northstar Financial Companies, Inc. More: the full row for Northstar Financial Companies, Inc. 18,828 $1.37M 1.27% new 13F-HR Timeline ICONIQ Capital, LLC in group ICONIQ Capital, LLC More: the full row for ICONIQ Capital, LLC 18,779 $1.37M 0.02% -5,948 13F-HR Timeline Group MOULTON WEALTH MANAGEMENT, INC More: the full row for MOULTON WEALTH MANAGEMENT, INC 18,759 $1.37M 0.99% -1,293 13F-HR Timeline Ballew Advisors, Inc More: the full row for Ballew Advisors, Inc 17,460 $1.36M 0.76% +550 13F-HR Timeline Douglass Winthrop Advisors, LLC More: the full row for Douglass Winthrop Advisors, LLC 18,680 $1.36M 0.02% 0 13F-HR Timeline Jordan Park Trust Co LLC More: the full row for Jordan Park Trust Co LLC 18,651 $1.36M 1.32% 0 13F-HR Timeline Global Wealth Management, LLC More: the full row for Global Wealth Management, LLC 18,488 $1.35M 0.71% 0 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 18,457 $1.34M 0.11% +4,381 13F-HR Timeline Mraz, Amerine & Associates, Inc. More: the full row for Mraz, Amerine & Associates, Inc. 18,409 $1.34M 0.21% -453 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 18,329 $1.33M <0.01% +8,603 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 18,437 $1.33M <0.01% 0 13F-HR Timeline Independent Wealth Network Inc. More: the full row for Independent Wealth Network Inc. 18,248 $1.33M 0.43% +2,250 13F-HR Timeline SHEETS SMITH WEALTH MANAGEMENT More: the full row for SHEETS SMITH WEALTH MANAGEMENT 18,244 $1.33M 0.15% +33 13F-HR Timeline Redhawk Wealth Advisors, Inc. More: the full row for Redhawk Wealth Advisors, Inc. 18,226 $1.33M 0.15% -88,154 13F-HR Timeline Clarion Wealth Managment Partners, LLC More: the full row for Clarion Wealth Managment Partners, LLC 18,143 $1.32M 1.3% +240 13F-HR Timeline Maia Wealth LLC More: the full row for Maia Wealth LLC 17,025 $1.32M 0.22% +874 13F-HR Timeline NOVEM GROUP More: the full row for NOVEM GROUP 18,094 $1.32M 0.16% -152 13F-HR Timeline Accredited Wealth Management, LLC More: the full row for Accredited Wealth Management, LLC 615 $1.32M 0.99% -16,920 13F-HR Timeline BRIGHT FINANCIAL ADVISORS, INC. More: the full row for BRIGHT FINANCIAL ADVISORS, INC. 17,897 $1.3M 0.64% -389 13F-HR Timeline Wealth Management Associates, Inc. More: the full row for Wealth Management Associates, Inc. 17,868 $1.3M 0.46% +10 13F-HR Timeline BEAM WEALTH ADVISORS, INC. More: the full row for BEAM WEALTH ADVISORS, INC. 17,799 $1.3M 0.35% -190 13F-HR Timeline IBEX WEALTH ADVISORS More: the full row for IBEX WEALTH ADVISORS 17,703 $1.29M 0.12% -80 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 17,633 $1.28M 0.05% +2,796 13F-HR Timeline 5th Street Advisors, LLC More: the full row for 5th Street Advisors, LLC 17,622 $1.28M 0.63% +935 13F-HR Timeline VERUS CAPITAL PARTNERS, LLC More: the full row for VERUS CAPITAL PARTNERS, LLC 17,541 $1.28M 0.1% +6,145 13F-HR/A Timeline S.A. Mason LLC More: the full row for S.A. Mason LLC 17,412 $1.27M 0.56% +1 13F-HR Timeline KCM INVESTMENT ADVISORS LLC More: the full row for KCM INVESTMENT ADVISORS LLC 17,365 $1.26M 0.04% 0 13F-HR Timeline Lantz Financial LLC More: the full row for Lantz Financial LLC 17,322 $1.26M 0.28% +4,003 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 17,279 $1.26M 0.15% +100 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 17,268 $1.26M 0.02% +3,126 13F-HR Timeline PHILLIPS FINANCIAL MANAGEMENT, LLC More: the full row for PHILLIPS FINANCIAL MANAGEMENT, LLC 17,262 $1.26M 0.08% -387 13F-HR Timeline FFG Partners, LLC More: the full row for FFG Partners, LLC 17,239 $1.25M 0.34% -1,174 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 17,223 $1.25M 0.02% +108 13F-HR Timeline S&CO INC More: the full row for S&CO INC 17,174 $1.25M 0.08% 0 13F-HR Timeline ERn Financial, LLC More: the full row for ERn Financial, LLC 17,102 $1.24M 0.25% +538 13F-HR Timeline SILVIA MCCOLL WEALTH MANAGEMENT, LLC More: the full row for SILVIA MCCOLL WEALTH MANAGEMENT, LLC 17,042 $1.24M 0.84% 0 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 17,010 $1.24M 0.14% -150 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 16,968 $1.23M 0.04% +1,558 13F-HR Timeline Auxano Advisors, LLC More: the full row for Auxano Advisors, LLC 16,865 $1.23M 0.26% -400 13F-HR Timeline Ellis Investment Partners, LLC More: the full row for Ellis Investment Partners, LLC 16,665 $1.21M 0.22% +82 13F-HR Timeline Arete Wealth Advisors, LLC More: the full row for Arete Wealth Advisors, LLC 16,576 $1.21M 0.08% -5,259 13F-HR Timeline DMC Group, LLC More: the full row for DMC Group, LLC 16,582 $1.21M 0.84% -1,051 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 16,580 $1.21M 0.05% +1,222 13F-HR Timeline DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 16,556 $1.2M 0.02% +1,180 13F-HR Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 16,498 $1.2M 0.18% +9,375 13F-HR Timeline RCS Financial Planning, LLC More: the full row for RCS Financial Planning, LLC 16,401 $1.19M 0.53% +6,912 13F-HR Timeline Bison Wealth, LLC More: the full row for Bison Wealth, LLC 15,793 $1.19M 0.11% -5,983 13F-HR Timeline Curated Wealth Partners LLC More: the full row for Curated Wealth Partners LLC 16,358 $1.19M 0.14% new 13F-HR Timeline Mill Capital Management, LLC More: the full row for Mill Capital Management, LLC 16,250 $1.18M 0.09% 0 13F-HR Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 16,211 $1.18M <0.01% +180 13F-HR Timeline Forefront Wealth Partners, LLC More: the full row for Forefront Wealth Partners, LLC 16,201 $1.18M 0.3% new 13F-HR Timeline CROSSPOINT FINANCIAL, LLC More: the full row for CROSSPOINT FINANCIAL, LLC 16,180 $1.18M 2.89% -1,626 13F-HR Timeline Outlook Wealth Advisors, LLC More: the full row for Outlook Wealth Advisors, LLC 16,170 $1.18M 0.29% -530 13F-HR Timeline Cascade Financial Partners, LLC More: the full row for Cascade Financial Partners, LLC 15,992 $1.16M 0.13% 0 13F-HR Timeline HORAN Wealth, LLC More: the full row for HORAN Wealth, LLC 15,685 $1.14M 0.18% +300 13F-HR Timeline Sovereign Financial Group, Inc. More: the full row for Sovereign Financial Group, Inc. 15,665 $1.14M 0.21% +1,439 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 15,646 $1.14M 0.03% +3,871 13F-HR Timeline Sharper & Granite LLC More: the full row for Sharper & Granite LLC 15,640 $1.14M 0.41% -5,425 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 15,631 $1.14M 0.02% -686 13F-HR Timeline First National Trust Co More: the full row for First National Trust Co 15,541 $1.13M 0.04% +144 13F-HR Timeline Blue Fin Capital, Inc. More: the full row for Blue Fin Capital, Inc. 15,396 $1.12M 0.18% -112 13F-HR Timeline JT Stratford LLC More: the full row for JT Stratford LLC 15,384 $1.12M 0.15% +2,047 13F-HR Timeline CLIFTONLARSONALLEN WEALTH ADVISORS, LLC More: the full row for CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 15,356 $1.12M 0.02% 0 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 15,339 $1.12M 0.01% +1,558 13F-HR Timeline FLAGSTAR SECURITIES, INC in group FLAGSTAR SECURITIES, INC More: the full row for FLAGSTAR SECURITIES, INC 15,260 $1.11M 0.34% -45,566 13F-HR Timeline Group NORTHCAPE WEALTH MANAGEMENT, LLC More: the full row for NORTHCAPE WEALTH MANAGEMENT, LLC 15,246 $1.11M 0.32% -189 13F-HR Timeline Provenance Wealth Advisors, LLC More: the full row for Provenance Wealth Advisors, LLC 15,105 $1.1M 0.14% -200 13F-HR Timeline Tarbox Family Office, Inc. More: the full row for Tarbox Family Office, Inc. 15,077 $1.1M 0.16% 0 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 15,067 $1.1M 0.04% +533 13F-HR Timeline Mirador Capital Partners LP More: the full row for Mirador Capital Partners LP 15,063 $1.1M 0.16% -161 13F-HR Timeline Brookwood Investment Group LLC More: the full row for Brookwood Investment Group LLC 15,063 $1.1M 0.14% +262 13F-HR Timeline INVESTMENT MANAGEMENT CORP /VA/ /ADV More: the full row for INVESTMENT MANAGEMENT CORP /VA/ /ADV 14,985 $1.09M 0.94% +276 13F-HR Timeline Obermeyer Wealth Partners More: the full row for Obermeyer Wealth Partners 14,978 $1.09M 0.05% +7,950 13F-HR Timeline Glenview Trust Co More: the full row for Glenview Trust Co 14,913 $1.09M 0.02% +2,529 13F-HR Timeline Aberdeen Wealth Management LLC More: the full row for Aberdeen Wealth Management LLC 14,912 $1.09M 0.68% 0 13F-HR Timeline Total Clarity Wealth Management, Inc. More: the full row for Total Clarity Wealth Management, Inc. 14,901 $1.08M 0.29% -1,216 13F-HR Timeline TITLEIST ASSET MANAGEMENT, LLC More: the full row for TITLEIST ASSET MANAGEMENT, LLC 14,847 $1.08M 0.09% +2,326 13F-HR Timeline CENTRAL BANK & TRUST CO More: the full row for CENTRAL BANK & TRUST CO 14,844 $1.08M 0.17% +2,451 13F-HR Timeline Compass Wealth Management, LLC/GA More: the full row for Compass Wealth Management, LLC/GA 14,738 $1.07M 0.47% 0 13F-HR Timeline Atlatl Advisers LLC More: the full row for Atlatl Advisers LLC 14,723 $1.07M 0.43% +2,342 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 14,552 $1.06M 0.03% +16 13F-HR Timeline Group TRUSTMARK BANK TRUST DEPARTMENT More: the full row for TRUSTMARK BANK TRUST DEPARTMENT 14,451 $1.05M 0.07% -219 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 14,438 $1.05M 0.06% +1,434 13F-HR Timeline Marmo Financial Group, LLC More: the full row for Marmo Financial Group, LLC 14,344 $1.04M 0.51% -57 13F-HR Timeline Axecap Investments, LLC More: the full row for Axecap Investments, LLC 14,316 $1.04M 0.64% +137 13F-HR Timeline Maridea Wealth Management LLC More: the full row for Maridea Wealth Management LLC 12,571 $1.04M 0.16% +1,578 13F-HR Timeline United Asset Strategies, Inc. More: the full row for United Asset Strategies, Inc. 14,190 $1.03M 0.08% -7,255 13F-HR Timeline Hobbs Group Advisors, LLC More: the full row for Hobbs Group Advisors, LLC 14,178 $1.03M 0.32% 0 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 14,101 $1.03M 0 Timeline FIRST MANHATTAN CO. LLC. More: the full row for FIRST MANHATTAN CO. LLC. 14,100 $1.03M <0.01% 0 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 14,085 $1.02M 0.02% +1,672 13F-HR Timeline Group Wescott Financial Advisory Group, LLC More: the full row for Wescott Financial Advisory Group, LLC 14,006 $1.02M 0.09% 0 13F-HR Timeline CAPITAL & PLANNING, LLC More: the full row for CAPITAL & PLANNING, LLC 13,988 $1.02M 0.63% +5,128 13F-HR Timeline Embree Financial Group More: the full row for Embree Financial Group 13,944 $1.01M 0.14% +8,355 13F-HR Timeline BCU Wealth Advisors, LLC More: the full row for BCU Wealth Advisors, LLC 13,922 $1.01M 0.41% +9,828 13F-HR Timeline AA Financial Advisors, LLC More: the full row for AA Financial Advisors, LLC 13,886 $1.01M 0.2% +352 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 13,794 $1M 0.66% +5,881 13F-HR Timeline A4 Wealth Advisors LLC More: the full row for A4 Wealth Advisors LLC 13,764 $1M 0.84% 13F-HR Timeline TOWNSQUARE CAPITAL LLC More: the full row for TOWNSQUARE CAPITAL LLC 13,461 $980K 0.15% -6,567 13F-HR Timeline Hanson & Doremus Investment Management More: the full row for Hanson & Doremus Investment Management 13,451 $979K 0.12% -135 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 13,451 $979K 0.1% -5,100 13F-HR Timeline Rothschild Wealth LLC More: the full row for Rothschild Wealth LLC 13,450 $979K 0.21% +757 13F-HR Timeline Cedar Wealth Management, LLC More: the full row for Cedar Wealth Management, LLC 13,365 $973K 0.3% 0 13F-HR Timeline Community Bank, N.A. More: the full row for Community Bank, N.A. 13,318 $969K 0.12% +893 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 13,226 $962K 0.03% -15,342 13F-HR Timeline Financial Advocates Investment Manageme… More: the full row for Financial Advocates Investment Management 13,084 $952K 0.54% -17,248 13F-HR Timeline Nova Wealth Management, Inc. More: the full row for Nova Wealth Management, Inc. 13,073 $951K 0.67% +915 13F-HR Timeline Forvis Mazars Wealth Advisors, LLC More: the full row for Forvis Mazars Wealth Advisors, LLC 13,063 $951K 0.02% +555 13F-HR Timeline Swisher Financial Concepts, Inc. More: the full row for Swisher Financial Concepts, Inc. 13,059 $950K 0.57% new 13F-HR Timeline KORNITZER CAPITAL MANAGEMENT INC /KS More: the full row for KORNITZER CAPITAL MANAGEMENT INC /KS 13,058 $950K 0.02% -2,170 13F-HR Timeline First Bank & Trust More: the full row for First Bank & Trust 13,051 $950K 0.16% new 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 13,000 $946K 0.06% 0 13F-HR Timeline Group Alpha Financial Partners LLC More: the full row for Alpha Financial Partners LLC 12,946 $942K 0.61% -1,172 13F-HR Timeline FIRETHORN WEALTH PARTNERS, LLC More: the full row for FIRETHORN WEALTH PARTNERS, LLC 12,928 $941K 0.37% +3,184 13F-HR Timeline Riverpoint Wealth Management Holdings, … More: the full row for Riverpoint Wealth Management Holdings, LLC 12,873 $937K 0.21% new 13F-HR Timeline Landing Point Financial Group, LLC More: the full row for Landing Point Financial Group, LLC 12,859 $936K 0.49% +6,033 13F-HR Timeline Grey Ledge Advisors, LLC More: the full row for Grey Ledge Advisors, LLC 12,814 $932K 0.21% -170 13F-HR Timeline Cordgrass Capital Advisors, LLC More: the full row for Cordgrass Capital Advisors, LLC 12,793 $931K 0.23% 0 13F-HR Timeline Mission Creek Capital Partners, Inc. More: the full row for Mission Creek Capital Partners, Inc. 12,757 $928K 0.18% -100 13F-HR Timeline NWF Advisory Services Inc. More: the full row for NWF Advisory Services Inc. 12,745 $927K 0.1% +6,575 13F-HR Timeline Berger Financial Group, Inc More: the full row for Berger Financial Group, Inc 12,729 $926K 0.06% +6,795 13F-HR Timeline DOLIVER ADVISORS, LP More: the full row for DOLIVER ADVISORS, LP 12,650 $921K 0.24% -1,225 13F-HR Timeline JTC Employer Solutions Trustee Ltd More: the full row for JTC Employer Solutions Trustee Ltd 12,632 $920K 0.08% -5,188 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 12,547 $913K 0.06% +2 13F-HR Timeline Ameliora Wealth Management Ltd. More: the full row for Ameliora Wealth Management Ltd. 12,500 $910K 0.3% 0 13F-HR Timeline PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 12,448 $906K 0.01% -37 13F-HR Timeline Hirtle & Co., LLC More: the full row for Hirtle & Co., LLC 12,402 $902K 0.03% 0 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 12,021 $902K 0.03% +4,821 13F-HR Timeline BOSTON FAMILY OFFICE LLC More: the full row for BOSTON FAMILY OFFICE LLC 12,421 $901K 0.06% 0 13F-HR Timeline Empowered Funds, LLC More: the full row for Empowered Funds, LLC 12,360 $899K 0.01% +5,415 13F-HR Timeline GRAHAM CAPITAL WEALTH MANAGEMENT, LLC More: the full row for GRAHAM CAPITAL WEALTH MANAGEMENT, LLC 12,352 $899K 0.92% -80 13F-HR Timeline Tradition Wealth Management, LLC More: the full row for Tradition Wealth Management, LLC 12,042 $876K 0.06% +1,090 13F-HR Timeline Armbruster Capital Management, Inc. More: the full row for Armbruster Capital Management, Inc. 12,000 $873K 0.15% 0 13F-HR Timeline Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 11,827 $861K 0.31% +556 13F-HR Timeline Colony Family Offices, LLC More: the full row for Colony Family Offices, LLC 11,820 $860K 0.22% 0 13F-HR Timeline HANCOCK WHITNEY CORP More: the full row for HANCOCK WHITNEY CORP 11,787 $858K 0.02% 0 13F-HR Timeline W.G. Shaheen & Associates DBA Whitney &… More: the full row for W.G. Shaheen & Associates DBA Whitney & Co 11,744 $855K 0.08% -1,890 13F-HR Timeline Fairvoy Private Wealth, LLC More: the full row for Fairvoy Private Wealth, LLC 11,713 $852K 0.19% -30 13F-HR Timeline REBALANCE, LLC More: the full row for REBALANCE, LLC 11,554 $841K 0.05% new 13F-HR Timeline Beacon Financial Advisory LLC More: the full row for Beacon Financial Advisory LLC 11,487 $836K 0.19% +1,199 13F-HR Timeline Werba Rubin Papier Wealth Management More: the full row for Werba Rubin Papier Wealth Management 11,443 $833K 0.13% 0 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. 11,435 $832K 0.01% 0 13F-HR Timeline Group MBL Wealth, LLC More: the full row for MBL Wealth, LLC 11,321 $824K 0.07% +21 13F-HR Timeline Laird Norton Wetherby Wealth Management… More: the full row for Laird Norton Wetherby Wealth Management, LLC 11,205 $815K 0.03% +355 13F-HR Timeline Heritage Financial Services, LLC More: the full row for Heritage Financial Services, LLC 11,065 $805K 0.07% new 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 11,033 $803K 0.03% +50 13F-HR Timeline Integrated Investment Consultants, LLC More: the full row for Integrated Investment Consultants, LLC 15,849 $801K 0.14% 0 13F-HR Timeline Stokes Family Office, LLC More: the full row for Stokes Family Office, LLC 10,985 $799K 0.08% -82,554 13F-HR Timeline JAMISON PRIVATE WEALTH MANAGEMENT, INC. More: the full row for JAMISON PRIVATE WEALTH MANAGEMENT, INC. 10,887 $792K 0.1% 0 13F-HR Timeline Trivium Point Advisory, LLC More: the full row for Trivium Point Advisory, LLC 10,850 $790K 0.08% 0 13F-HR Timeline Phoenix Wealth Advisors More: the full row for Phoenix Wealth Advisors 10,792 $785K 0.3% -194 13F-HR Timeline North Forty Two & Co. More: the full row for North Forty Two & Co. 10,729 $781K 0.76% 0 13F-HR Timeline GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 10,726 $781K 0.03% -321 13F-HR Timeline PEAPACK GLADSTONE FINANCIAL CORP More: the full row for PEAPACK GLADSTONE FINANCIAL CORP 10,639 $774K 0.01% +1,514 13F-HR Timeline Texas Yale Capital Corp. 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