Broderick Brian C More: the full row for Broderick Brian C 16,319 $366K 0.07% 0 13F-HR Timeline Pinnacle Financial Partners Inc More: the full row for Pinnacle Financial Partners Inc 16,293 $365K 0.01% -4,526 13F-HR Timeline Ipswich Investment Management Co., Inc. More: the full row for Ipswich Investment Management Co., Inc. 16,229 $364K 0.09% -640 13F-HR Timeline Next Level Private LLC More: the full row for Next Level Private LLC 16,209 $363K 0.12% -4,602 13F-HR Timeline ARGONAUTICA PRIVATE WEALTH MANAGEMENT, … More: the full row for ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC 16,200 $363K 0.11% 0 13F-HR Timeline EARNEST PARTNERS LLC More: the full row for EARNEST PARTNERS LLC 16,140 $362K <0.01% +2,143 13F-HR Timeline Boxwood Ventures, Inc. More: the full row for Boxwood Ventures, Inc. 16,070 $360K 0.47% new 13F-HR Timeline Bank & Trust Co More: the full row for Bank & Trust Co 16,045 $359K 0.28% -331 13F-HR Timeline HANCOCK WHITNEY CORP More: the full row for HANCOCK WHITNEY CORP 16,030 $359K 0.01% +4,408 13F-HR Timeline Kaufman Rossin Wealth, LLC More: the full row for Kaufman Rossin Wealth, LLC 16,016 $359K 0.23% new 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 16,000 $358K 0.01% -4,698 13F-HR Timeline GERBER, LLC More: the full row for GERBER, LLC 15,980 $358K 0.25% -2,549 13F-HR Timeline CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 15,973 $358K 0.02% -4,547 13F-HR Timeline Aljian Capital Management, LLC More: the full row for Aljian Capital Management, LLC 15,958 $357K 0.08% -460 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 15,929 $357K 0.01% +161 13F-HR Timeline Lion Street Advisors, LLC More: the full row for Lion Street Advisors, LLC 15,899 $356K 0.11% -48 13F-HR Timeline FUKOKU MUTUAL LIFE INSURANCE Co More: the full row for FUKOKU MUTUAL LIFE INSURANCE Co 15,871 $356K 0.02% -2,944 13F-HR Timeline Ariadne Wealth Management, LP More: the full row for Ariadne Wealth Management, LP 15,991 $355K 0.17% new 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 15,834 $355K 0.02% -19,570 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 15,817 $354K <0.01% -5,369 13F-HR Timeline Group ESL Trust Services, LLC More: the full row for ESL Trust Services, LLC 15,800 $354K 0.07% -50 13F-HR Timeline BNC WEALTH MANAGEMENT, LLC More: the full row for BNC WEALTH MANAGEMENT, LLC 15,796 $354K 0.1% -3,204 13F-HR Timeline Allegiance Financial Group Advisory Ser… More: the full row for Allegiance Financial Group Advisory Services LLC 15,744 $353K 0.09% -601 13F-HR Timeline AVAII WEALTH MANAGEMENT, LLC More: the full row for AVAII WEALTH MANAGEMENT, LLC 15,659 $351K 0.16% -1,282 13F-HR Timeline EARNED WEALTH ADVISORS, LLC More: the full row for EARNED WEALTH ADVISORS, LLC 15,657 $351K 0.07% +5,527 13F-HR Timeline Clarus Group, Inc. More: the full row for Clarus Group, Inc. 15,640 $350K 0.13% +1,878 13F-HR Timeline First Western Trust Bank More: the full row for First Western Trust Bank 15,637 $350K 0.02% -33 13F-HR Timeline Burton Enright Welch More: the full row for Burton Enright Welch 15,612 $350K 0.06% +2,027 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 16,885 $349K 0.01% +424 13F-HR Timeline BCS Private Wealth Management, Inc. More: the full row for BCS Private Wealth Management, Inc. 15,536 $348K 0.13% 13F-HR Timeline Lodestone Wealth Management LLC More: the full row for Lodestone Wealth Management LLC 15,524 $348K 0.17% +640 13F-HR Timeline INVESTMENT HOUSE LLC More: the full row for INVESTMENT HOUSE LLC 15,499 $347K 0.02% new 13F-HR Timeline CHAPIN DAVIS, INC. More: the full row for CHAPIN DAVIS, INC. 15,468 $346K 0.1% -3,465 13F-HR Timeline CRAWFORD INVESTMENT COUNSEL INC More: the full row for CRAWFORD INVESTMENT COUNSEL INC 15,431 $346K 0.01% +836 13F-HR Timeline Simmons Bank in group Simmons Bank More: the full row for Simmons Bank 15,386 $345K 0.02% -1,147 13F-HR Timeline Group Bill Few Associates, Inc. More: the full row for Bill Few Associates, Inc. 15,362 $344K 0.1% +78 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 15,345 $344K 0.01% -2,467 13F-HR Timeline Group Fiduciary Group, LLC More: the full row for Fiduciary Group, LLC 15,341 $344K 0.03% 0 13F-HR Timeline North Forty Two & Co. More: the full row for North Forty Two & Co. 15,337 $344K 0.37% -800 13F-HR Timeline US Asset Management LLC More: the full row for US Asset Management LLC 15,324 $343K 0.3% 0 13F-HR Timeline ECLECTIC ASSOCIATES INC /ADV More: the full row for ECLECTIC ASSOCIATES INC /ADV 15,271 $342K 0.07% -1,607 13F-HR Timeline PIN OAK INVESTMENT ADVISORS INC More: the full row for PIN OAK INVESTMENT ADVISORS INC 15,019 $341K 0.29% -442 13F-HR Timeline W1M Asset Management Ltd More: the full row for W1M Asset Management Ltd 15,219 $341K 0.03% +432 13F-HR Timeline Legacy Capital Group California, Inc. More: the full row for Legacy Capital Group California, Inc. 15,163 $340K 0.09% -46 13F-HR Timeline Onyx Bridge Wealth Group LLC More: the full row for Onyx Bridge Wealth Group LLC 15,025 $337K 0.04% -3,903 13F-HR Timeline Minot DeBlois Advisors LLC More: the full row for Minot DeBlois Advisors LLC 15,010 $336K 0.32% 0 13F-HR Timeline GAM Holding AG in group GAM Holding AG More: the full row for GAM Holding AG 15,000 $336K 0.02% new 13F-HR Timeline Group SYNTAX RESEARCH, INC. More: the full row for SYNTAX RESEARCH, INC. 15,000 $336K 0.24% 0 13F-HR Timeline L. Roy Papp & Associates, LLP More: the full row for L. Roy Papp & Associates, LLP 14,956 $335K 0.04% -500 13F-HR Timeline Carnegie Investment Counsel More: the full row for Carnegie Investment Counsel 14,927 $334K 0.01% -960 13F-HR Timeline ROI Financial Advisors, LLC More: the full row for ROI Financial Advisors, LLC 14,891 $334K 0.21% -622 13F-HR Timeline Ethos Financial Group, LLC More: the full row for Ethos Financial Group, LLC 15,124 $333K 0.03% new 13F-HR Timeline Tyler-Stone Wealth Management More: the full row for Tyler-Stone Wealth Management 14,870 $333K 0.05% -106 13F-HR Timeline Northwest Capital Management Inc More: the full row for Northwest Capital Management Inc 14,868 $333K 0.18% -7,573 13F-HR Timeline Breakwater Capital Group More: the full row for Breakwater Capital Group 14,856 $333K 0.05% -216 13F-HR Timeline Legacy Trust More: the full row for Legacy Trust 14,855 $333K 0.08% -1,138 13F-HR Timeline Cobblestone Asset Management LLC More: the full row for Cobblestone Asset Management LLC 14,841 $332K 0.17% -1,000 13F-HR Timeline ZACKS INVESTMENT MANAGEMENT More: the full row for ZACKS INVESTMENT MANAGEMENT 14,831 $332K <0.01% -654 13F-HR Timeline Curi Capital, LLC More: the full row for Curi Capital, LLC 14,827 $332K 0.01% new 13F-HR Timeline FIRST MERCHANTS CORP More: the full row for FIRST MERCHANTS CORP 14,734 $330K 0.01% 0 13F-HR Timeline Waterloo Capital, L.P. More: the full row for Waterloo Capital, L.P. 14,720 $330K 0.03% new 13F-HR Timeline FARMERS TRUST CO More: the full row for FARMERS TRUST CO 14,705 $329K 0.06% -6,636 13F-HR Timeline PERKINS CAPITAL MANAGEMENT INC More: the full row for PERKINS CAPITAL MANAGEMENT INC 14,700 $329K 0.33% 0 13F-HR Timeline MAIRS & POWER INC More: the full row for MAIRS & POWER INC 14,681 $329K <0.01% +1,395 13F-HR Timeline SENTRY INVESTMENT MANAGEMENT LLC More: the full row for SENTRY INVESTMENT MANAGEMENT LLC 13,911 $328K 0.18% new 13F-HR Timeline Syverson Strege & Co More: the full row for Syverson Strege & Co 14,630 $328K 0.08% new 13F-HR Timeline HARMONY ASSET MANAGEMENT LLC More: the full row for HARMONY ASSET MANAGEMENT LLC 14,616 $327K 0.12% -1,651 13F-HR Timeline Curat Global, LLC More: the full row for Curat Global, LLC 14,611 $327K 0.31% +485 13F-HR/A Timeline S&CO INC More: the full row for S&CO INC 14,601 $327K 0.02% -42,702 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 7,996 $327K 0.02% +1,600 13F-HR Timeline NAPLES GLOBAL ADVISORS, LLC More: the full row for NAPLES GLOBAL ADVISORS, LLC 14,558 $326K 0.03% +1,278 13F-HR Timeline Unique Wealth Strategies, LLC More: the full row for Unique Wealth Strategies, LLC 14,555 $326K 0.14% -970 13F-HR Timeline Bison Wealth, LLC More: the full row for Bison Wealth, LLC 13,901 $326K 0.03% new 13F-HR Timeline W.G. Shaheen & Associates DBA Whitney &… More: the full row for W.G. Shaheen & Associates DBA Whitney & Co 14,503 $325K 0.03% 0 13F-HR Timeline EagleClaw Capital Managment, LLC More: the full row for EagleClaw Capital Managment, LLC 14,492 $325K 0.05% -34,808 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 14,468 $324K 0.02% -611 13F-HR Timeline Integrity Financial Corp /WA More: the full row for Integrity Financial Corp /WA 14,344 $321K 0.16% -396 13F-HR Timeline Qtron Investments LLC More: the full row for Qtron Investments LLC 14,344 $321K 0.04% 0 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 14,343 $321K 0.19% +13,834 13F-HR Timeline Herold Advisors, Inc. More: the full row for Herold Advisors, Inc. 14,327 $321K 0.07% +2,600 13F-HR Timeline Principle Wealth Partners LLC More: the full row for Principle Wealth Partners LLC 14,305 $320K 0.02% -1,488 13F-HR Timeline Quinn Opportunity Partners LLC More: the full row for Quinn Opportunity Partners LLC 14,302 $320K 0.03% new 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 14,257 $319K 0.01% +520 13F-HR Timeline Stokes Family Office, LLC More: the full row for Stokes Family Office, LLC 14,256 $319K 0.03% -38,923 13F-HR Timeline Matisse Capital More: the full row for Matisse Capital 14,242 $319K 0.15% +257 13F-HR Timeline DOLIVER ADVISORS, LP More: the full row for DOLIVER ADVISORS, LP 14,231 $319K 0.09% -4,278 13F-HR Timeline OFI INVEST ASSET MANAGEMENT More: the full row for OFI INVEST ASSET MANAGEMENT 16,682 $318K 0.01% +6,885 13F-HR Timeline Ballew Advisors, Inc More: the full row for Ballew Advisors, Inc 14,148 $318K 0.19% -367 13F-HR Timeline Douglas Lane & Associates, LLC More: the full row for Douglas Lane & Associates, LLC 14,204 $318K <0.01% -4,570 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 14,184 $318K 0.06% -255 13F-HR Timeline Bridgewealth Advisory Group, LLC More: the full row for Bridgewealth Advisory Group, LLC 14,171 $317K 0.08% new 13F-HR Timeline BAR HARBOR WEALTH MANAGEMENT in group BAR HARBOR WEALTH MANAGEMENT More: the full row for BAR HARBOR WEALTH MANAGEMENT 14,159 $317K 0.02% -25,206 13F-HR Timeline Group ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 14,153 $317K 0.02% +3,297 13F-HR/A Timeline Aspen Investment Management Inc More: the full row for Aspen Investment Management Inc 14,174 $317K 0.13% -3,010 13F-HR Timeline Ariston Services Group More: the full row for Ariston Services Group 14,124 $316K 0.22% 0 13F-HR Timeline Castle Rock Wealth Management, LLC More: the full row for Castle Rock Wealth Management, LLC 13,554 $316K 0.07% -310 13F-HR Timeline TIEMANN INVESTMENT ADVISORS, LLC More: the full row for TIEMANN INVESTMENT ADVISORS, LLC 14,080 $315K 0.13% -675 13F-HR Timeline Intrua Financial, LLC More: the full row for Intrua Financial, LLC 14,070 $315K 0.05% -3,008 13F-HR Timeline Van Hulzen Asset Management, LLC More: the full row for Van Hulzen Asset Management, LLC 14,067 $315K 0.03% +700 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 14,044 $315K 0.08% +8,081 13F-HR Timeline Bordeaux Wealth Advisors LLC More: the full row for Bordeaux Wealth Advisors LLC 14,034 $314K 0.04% +543 13F-HR Timeline RETIREMENT CAPITAL STRATEGIES More: the full row for RETIREMENT CAPITAL STRATEGIES 13,991 $313K 0.12% 0 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 13,981 $313K 0.01% 0 13F-HR Timeline SCS Capital Management LLC More: the full row for SCS Capital Management LLC 13,939 $312K <0.01% -231 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 13,933 $312K 0.03% +928 13F-HR Timeline Waldron Private Wealth LLC More: the full row for Waldron Private Wealth LLC 13,932 $312K 0.01% -3,045 13F-HR Timeline Platform Technology Partners More: the full row for Platform Technology Partners 13,923 $312K 0.08% +4,188 13F-HR Timeline CLG LLC More: the full row for CLG LLC 13,893 $311K 0.1% 0 13F-HR Timeline Welch Group, LLC More: the full row for Welch Group, LLC 13,853 $310K 0.01% -150 13F-HR Timeline waypoint wealth counsel More: the full row for waypoint wealth counsel 13,844 $310K 0.15% new 13F-HR Timeline JACKSON THORNTON WEALTH MANAGEMENT, LLC More: the full row for JACKSON THORNTON WEALTH MANAGEMENT, LLC 13,141 $310K 0.04% new 13F-HR Timeline Clarius Group, LLC More: the full row for Clarius Group, LLC 13,832 $310K 0.02% -8,173 13F-HR Timeline Evolution Wealth Advisors, LLC More: the full row for Evolution Wealth Advisors, LLC 13,819 $310K 0.05% +605 13F-HR Timeline DAVIDSON TRUST CO More: the full row for DAVIDSON TRUST CO 13,807 $309K 0.14% -398 13F-HR Timeline Avantax Planning Partners, Inc. More: the full row for Avantax Planning Partners, Inc. 13,802 $309K 0.01% -4,139 13F-HR Timeline Wharton Business Group, LLC More: the full row for Wharton Business Group, LLC 13,751 $308K 0.01% 0 13F-HR Timeline Full Sail Capital, LLC More: the full row for Full Sail Capital, LLC 13,729 $308K 0.02% new 13F-HR Timeline IMS Capital Management More: the full row for IMS Capital Management 13,710 $307K 0.14% -34 13F-HR Timeline MINDSET WEALTH MANAGEMENT, LLC More: the full row for MINDSET WEALTH MANAGEMENT, LLC 13,670 $306K 0.1% -705 13F-HR Timeline October Effect Ltd More: the full row for October Effect Ltd 13,600 $305K 0.37% 13F-HR Timeline PKS Advisory Services, LLC More: the full row for PKS Advisory Services, LLC 13,564 $304K 0.08% -245 13F-HR Timeline Capital Market Strategies LLC More: the full row for Capital Market Strategies LLC 13,555 $304K 0.21% -20 13F-HR Timeline IRON Financial LLC More: the full row for IRON Financial LLC 13,525 $303K 0.16% +25 13F-HR Timeline COMPASS CAPITAL CORP /MA/ /ADV More: the full row for COMPASS CAPITAL CORP /MA/ /ADV 13,078 $302K 0.14% new 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 12,871 $302K 0.01% -5,553 13F-HR Timeline Mechanics Bank Trust Department More: the full row for Mechanics Bank Trust Department 13,401 $300K 0.04% -4,994 13F-HR Timeline Meiji Yasuda Asset Management Co Ltd. in group Meiji Yasuda Life Insurance Co More: the full row for Meiji Yasuda Asset Management Co Ltd. 13,398 $300K 0.01% -50,465 13F-HR Timeline Group FULLER & THALER ASSET MANAGEMENT, INC. More: the full row for FULLER & THALER ASSET MANAGEMENT, INC. 13,356 $299K <0.01% 0 13F-HR Timeline Financial Advocates Investment Manageme… More: the full row for Financial Advocates Investment Management 13,344 $299K 0.02% -13,147 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 13,337 $299K 0.01% +2,178 13F-HR Timeline RED CRANE WEALTH MANAGEMENT, LLC More: the full row for RED CRANE WEALTH MANAGEMENT, LLC 13,315 $298K 0.27% -188 13F-HR Timeline Ironwood Investment Counsel, LLC More: the full row for Ironwood Investment Counsel, LLC 13,290 $298K 0.05% -5,935 13F-HR Timeline ENZI WEALTH More: the full row for ENZI WEALTH 12,701 $298K 0.11% -99 13F-HR Timeline Lakeridge Wealth Management LLC More: the full row for Lakeridge Wealth Management LLC 13,278 $297K 0.14% +757 13F-HR Timeline ACIMA PRIVATE WEALTH, LLC More: the full row for ACIMA PRIVATE WEALTH, LLC 13,272 $297K 0.1% 0 13F-HR Timeline Accredited Investors Inc. More: the full row for Accredited Investors Inc. 13,231 $296K 0.02% -10 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 13,161 $295K 0.03% -20 13F-HR Timeline BOS Asset Management, LLC More: the full row for BOS Asset Management, LLC 13,134 $294K 0.09% new 13F-HR Timeline Keystone Financial Group More: the full row for Keystone Financial Group 13,081 $293K 0.03% +981 13F-HR Timeline Financial Gravity Companies, Inc. in group Financial Gravity Companies, … More: the full row for Financial Gravity Companies, Inc. 13,062 $293K 0.06% 13F-HR Timeline Group COREPATH WEALTH PARTNERS LLC More: the full row for COREPATH WEALTH PARTNERS LLC 13,007 $293K 0.25% -1 13F-HR Timeline Cadence Bank More: the full row for Cadence Bank 13,049 $292K 0.02% -2,671 13F-HR Timeline Affinity Capital Advisors, LLC More: the full row for Affinity Capital Advisors, LLC 13,021 $292K 0.05% +692 13F-HR Timeline Sterling Investment Advisors, Ltd. More: the full row for Sterling Investment Advisors, Ltd. 12,951 $290K 0.06% -887 13F-HR Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 12,896 $289K 0.04% +246 13F-HR Timeline MUFG Securities EMEA plc More: the full row for MUFG Securities EMEA plc 12,889 $289K 0.01% +6,717 13F-HR/A Timeline SP Asset Management LLC More: the full row for SP Asset Management LLC 12,845 $288K 0.02% -1,649 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 13,049 $287K 0.01% -1,313 13F-HR Timeline Wealth Alliance Advisory Group, LLC More: the full row for Wealth Alliance Advisory Group, LLC 12,744 $285K 0.05% +3,000 13F-HR Timeline Arete Wealth Advisors, LLC More: the full row for Arete Wealth Advisors, LLC 12,718 $285K 0.02% +3,109 13F-HR Timeline Terril Brothers, Inc. More: the full row for Terril Brothers, Inc. 12,628 $283K 0.11% 0 13F-HR Timeline Hudock, Inc. More: the full row for Hudock, Inc. 12,626 $283K 0.05% +21 13F-HR Timeline Jain Global LLC More: the full row for Jain Global LLC 12,608 $282K <0.01% -79,412 13F-HR Timeline SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 12,591 $282K 0.02% +3,404 13F-HR Timeline Laraway Financial Advisors Inc More: the full row for Laraway Financial Advisors Inc 12,571 $282K 0.21% +1,000 13F-HR Timeline AGH Wealth Advisors, LLC More: the full row for AGH Wealth Advisors, LLC 12,565 $281K 0.23% new 13F-HR Timeline DEFINED WEALTH MANAGEMENT, LLC More: the full row for DEFINED WEALTH MANAGEMENT, LLC 12,510 $280K 0.17% new 13F-HR Timeline Moss Adams Wealth Advisors LLC More: the full row for Moss Adams Wealth Advisors LLC 12,474 $279K 0.03% +762 13F-HR Timeline Vision Capital Management, Inc. More: the full row for Vision Capital Management, Inc. 12,468 $279K 0.04% -522 13F-HR Timeline Sculati Wealth Management, LLC More: the full row for Sculati Wealth Management, LLC 12,463 $279K 0.1% -8,340 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 12,460 $279K 0.03% -2,751 13F-HR Timeline Group Old North State Trust, LLC More: the full row for Old North State Trust, LLC 12,453 $279K 0.19% +195 13F-HR Timeline Sovereign Financial Group, Inc. More: the full row for Sovereign Financial Group, Inc. 12,443 $279K 0.06% +890 13F-HR Timeline Parkshore Wealth Management, Inc. More: the full row for Parkshore Wealth Management, Inc. 12,441 $279K 0.14% -100 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 12,432 $278K 0.02% +2,483 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 12,420 $278K 0.01% -175 13F-HR Timeline Lester Murray Antman dba SimplyRich More: the full row for Lester Murray Antman dba SimplyRich 12,431 $278K 0.08% 0 13F-HR Timeline Cascades Capital Asset Management, LLC More: the full row for Cascades Capital Asset Management, LLC 12,407 $278K 0.14% 0 13F-HR Timeline AVENIR CORP More: the full row for AVENIR CORP 12,393 $278K 0.03% 0 13F-HR Timeline Westbourne Investment Advisors, Inc. More: the full row for Westbourne Investment Advisors, Inc. 12,389 $278K 0.08% 0 13F-HR Timeline General Partner, Inc. More: the full row for General Partner, Inc. 12,366 $277K 0.16% 0 13F-HR Timeline Hickory Point Bank & Trust More: the full row for Hickory Point Bank & Trust 12,362 $277K 0.22% -402 13F-HR Timeline Arista Wealth Management, LLC More: the full row for Arista Wealth Management, LLC 12,337 $276K 0.04% new 13F-HR Timeline PZENA INVESTMENT MANAGEMENT LLC More: the full row for PZENA INVESTMENT MANAGEMENT LLC 12,326 $276K <0.01% 0 13F-HR Timeline ALKEME WEALTH, LLC More: the full row for ALKEME WEALTH, LLC 12,281 $275K 0.12% +166 13F-HR Timeline FNY Investment Advisers, LLC More: the full row for FNY Investment Advisers, LLC 12,298 $275K 0.12% +6,621 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 12,267 $275K 0.03% +355 13F-HR Timeline CLIFTONLARSONALLEN WEALTH ADVISORS, LLC More: the full row for CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 12,261 $275K <0.01% -826 13F-HR Timeline ADELL HARRIMAN & CARPENTER INC More: the full row for ADELL HARRIMAN & CARPENTER INC 12,253 $274K 0.02% -4,109 13F-HR Timeline FLC Capital Advisors More: the full row for FLC Capital Advisors 12,227 $274K 0.06% +403 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 12,212 $274K 0.01% +182 13F-HR Timeline Group Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 11,983 $273K 0.01% +526 13F-HR Timeline Westmount Partners, LLC More: the full row for Westmount Partners, LLC 12,144 $272K 0.07% +202 13F-HR Timeline BRAVE ASSET MANAGEMENT INC More: the full row for BRAVE ASSET MANAGEMENT INC 12,137 $272K 0.07% 0 13F-HR Timeline TRAPHAGEN INVESTMENT ADVISORS LLC More: the full row for TRAPHAGEN INVESTMENT ADVISORS LLC 12,120 $271K 0.03% +103 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 12,120 $271K 0.01% -4,340 13F-HR Timeline JACOBS LEVY EQUITY MANAGEMENT, INC More: the full row for JACOBS LEVY EQUITY MANAGEMENT, INC 12,078 $271K <0.01% -3,138,437 13F-HR Timeline TRUSTMARK BANK TRUST DEPARTMENT More: the full row for TRUSTMARK BANK TRUST DEPARTMENT 12,066 $270K 0.02% 0 13F-HR Timeline Traynor Capital Management, Inc. More: the full row for Traynor Capital Management, Inc. 11,800 $270K 0.02% -257 13F-HR Timeline Cambridge Advisors Inc. More: the full row for Cambridge Advisors Inc. 12,025 $269K 0.06% -2,000 13F-HR Timeline ENCOMPASS WEALTH ADVISORS, LLC More: the full row for ENCOMPASS WEALTH ADVISORS, LLC 12,013 $269K 0.1% +300 13F-HR Timeline NAVELLIER & ASSOCIATES INC More: the full row for NAVELLIER & ASSOCIATES INC 12,000 $269K 0.03% 0 13F-HR Timeline Estate Counselors, LLC More: the full row for Estate Counselors, LLC 12,000 $269K 0.03% new 13F-HR Timeline EAGLE ROCK INVESTMENT COMPANY, LLC More: the full row for EAGLE ROCK INVESTMENT COMPANY, LLC 12,000 $269K 0.04% 0 13F-HR Timeline Good Life Advisors, LLC More: the full row for Good Life Advisors, LLC 11,969 $268K 0.02% -1,521 13F-HR Timeline Tradition Wealth Management, LLC More: the full row for Tradition Wealth Management, LLC 11,960 $268K 0.02% -170 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 11,952 $268K 0.12% +140 13F-HR Timeline PRENTISS SMITH & CO INC More: the full row for PRENTISS SMITH & CO INC 11,935 $267K 0.16% 0 13F-HR Timeline COBBLESTONE CAPITAL ADVISORS LLC /NY/ More: the full row for COBBLESTONE CAPITAL ADVISORS LLC /NY/ 11,923 $267K 0.01% -1,144 13F-HR Timeline STEPH & CO More: the full row for STEPH & CO 11,889 $266K 0.09% +4,922 13F-HR Timeline