Aull & Monroe Investment Management Corp More: the full row for Aull & Monroe Investment Management Corp 8,371 $2.18M 1.01% -100 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 8,346 $2.17M 0.08% -9 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 8,338 $2.17M 0.11% -802 13F-HR Timeline ALKEME WEALTH, LLC More: the full row for ALKEME WEALTH, LLC 8,333 $2.17M 0.89% +474 13F-HR Timeline EFG International AG in group EFG International AG More: the full row for EFG International AG 8,290 $2.16M 0.05% -1,765 13F-HR Timeline Group Aurdan Capital Management, LLC More: the full row for Aurdan Capital Management, LLC 8,258 $2.15M 0.65% 0 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 8,707 $2.14M 0.04% 0 13F-HR Timeline Dakota Wealth Management More: the full row for Dakota Wealth Management 8,221 $2.14M 0.05% -290 13F-HR/A Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 8,191 $2.13M 0.13% +44 13F-HR Timeline FULTON BREAKEFIELD BROENNIMAN LLC More: the full row for FULTON BREAKEFIELD BROENNIMAN LLC 8,150 $2.12M 0.14% +366 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 8,146 $2.12M 0.04% -47 13F-HR Timeline AMG National Trust Bank More: the full row for AMG National Trust Bank 8,146 $2.12M 0.05% +67 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 8,252 $2.11M 0.08% +113 13F-HR Timeline ST GERMAIN D J CO INC in group ST GERMAIN D J CO INC More: the full row for ST GERMAIN D J CO INC 8,105 $2.11M 0.08% +176 13F-HR Timeline Group Planned Solutions, Inc. More: the full row for Planned Solutions, Inc. 8,105 $2.11M 0.7% 0 13F-HR Timeline KCM INVESTMENT ADVISORS LLC More: the full row for KCM INVESTMENT ADVISORS LLC 8,084 $2.1M 0.07% -22 13F-HR Timeline SPIREPOINT PRIVATE CLIENT, LLC More: the full row for SPIREPOINT PRIVATE CLIENT, LLC 8,080 $2.1M 0.2% -20 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 8,030 $2.1M 0.1% +1,519 13F-HR Timeline CAXTON ASSOCIATES LLP More: the full row for CAXTON ASSOCIATES LLP 8,066 $2.1M 0.05% +906 13F-HR Timeline CFS Investment Advisory Services, LLC More: the full row for CFS Investment Advisory Services, LLC 7,710 $2.1M 0.14% -31 13F-HR Timeline BANCO BILBAO VIZCAYA ARGENTARIA, S.A. More: the full row for BANCO BILBAO VIZCAYA ARGENTARIA, S.A. 8,050 $2.1M 0.01% -72 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 7,979 $2.08M 0.13% +840 13F-HR Timeline Massachusetts Wealth Management More: the full row for Massachusetts Wealth Management 7,938 $2.07M 0.9% -30 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 7,921 $2.06M 0.07% +1,547 13F-HR Timeline Group MASTERINVEST Kapitalanlage GmbH More: the full row for MASTERINVEST Kapitalanlage GmbH 7,918 $2.06M 0.21% -595 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 7,913 $2.06M 0.2% -359 13F-HR Timeline WELLINGTON MANAGEMENT GROUP LLP in group WELLINGTON MANAGEMENT GROUP L… More: the full row for WELLINGTON MANAGEMENT GROUP LLP 7,854 $2.04M <0.01% +2,988 13F-HR Timeline Group Murphy Pohlad Asset Management LLC More: the full row for Murphy Pohlad Asset Management LLC 7,850 $2.04M 0.73% -85 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 7,837 $2.04M 0.02% -157 13F-HR Timeline Group HARTLINE INVESTMENT CORP/ More: the full row for HARTLINE INVESTMENT CORP/ 7,823 $2.04M 0.22% -1,001 13F-HR Timeline Applied Capital LLC/FL More: the full row for Applied Capital LLC/FL 7,817 $2.03M 1.48% -320 13F-HR Timeline PARK NATIONAL CORP /OH/ More: the full row for PARK NATIONAL CORP /OH/ 7,807 $2.03M 0.06% +3 13F-HR Timeline Great Lakes Retirement, Inc. More: the full row for Great Lakes Retirement, Inc. 7,731 $2.02M 0.21% +470 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 7,731 $2.01M 0.1% +1,533 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 7,710 $2.01M 0.02% -3,266 13F-HR Timeline CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 7,695 $2M 0.07% -836 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 7,681 $2M 0.04% +938 13F-HR Timeline Aljian Capital Management, LLC More: the full row for Aljian Capital Management, LLC 7,666 $2M 0.41% -11 13F-HR Timeline BRADLEY FOSTER & SARGENT INC/CT More: the full row for BRADLEY FOSTER & SARGENT INC/CT 7,641 $1.99M 0.03% -423 13F-HR/A Timeline Metis Global Partners, LLC More: the full row for Metis Global Partners, LLC 7,599 $1.98M 0.05% -918 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 7,593 $1.98M 0.03% +300 13F-HR Timeline Harbour Trust & Investment Management Co More: the full row for Harbour Trust & Investment Management Co 7,590 $1.98M 0.21% -154 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 7,559 $1.97M 0.01% +808 13F-HR Timeline E. Ohman J:or Asset Management AB More: the full row for E. Ohman J:or Asset Management AB 7,537 $1.96M 0.05% 0 13F-HR Timeline Circle Wealth Management, LLC More: the full row for Circle Wealth Management, LLC 7,536 $1.96M 0.03% +10 13F-HR Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 7,472 $1.96M 0.03% +277 13F-HR Timeline Group Kesler, Norman & Wride, LLC More: the full row for Kesler, Norman & Wride, LLC 7,465 $1.94M 0.33% -44 13F-HR Timeline Pinnacle Financial Partners, Inc. in group Pinnacle Financial Partners, … More: the full row for Pinnacle Financial Partners, Inc. 7,384 $1.92M 0.01% +93 13F-HR Timeline Group Econ Financial Services Corp More: the full row for Econ Financial Services Corp 7,376 $1.92M 0.89% new 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 7,307 $1.9M 0.02% -5,237 13F-HR Timeline MOODY LYNN LIEBERSON & WALKER, LLC More: the full row for MOODY LYNN LIEBERSON & WALKER, LLC 7,304 $1.9M 0.11% +10 13F-HR Timeline EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 7,292 $1.9M 0.01% +765 13F-HR Timeline PARSONS CAPITAL MANAGEMENT INC/RI More: the full row for PARSONS CAPITAL MANAGEMENT INC/RI 7,228 $1.88M 0.09% +149 13F-HR Timeline FourThought Financial Partners, LLC More: the full row for FourThought Financial Partners, LLC 7,225 $1.88M 0.16% -89 13F-HR Timeline WHITE PINE CAPITAL LLC More: the full row for WHITE PINE CAPITAL LLC 7,213 $1.88M 0.51% +14 13F-HR/A Timeline CHICAGO TRUST Co NA More: the full row for CHICAGO TRUST Co NA 7,204 $1.88M 0.3% -2,320 13F-HR Timeline First National Trust Co More: the full row for First National Trust Co 7,183 $1.87M 0.06% -8 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 7,133 $1.86M 0.1% -18 13F-HR Timeline Assenagon Asset Management S.A. More: the full row for Assenagon Asset Management S.A. 7,115 $1.85M <0.01% +103 13F-HR Timeline SECURITY NATIONAL BANK OF SO DAK More: the full row for SECURITY NATIONAL BANK OF SO DAK 7,091 $1.85M 0.89% -133 13F-HR Timeline CITY HOLDING CO More: the full row for CITY HOLDING CO 7,082 $1.84M 0.23% -420 13F-HR Timeline SECURIAN ASSET MANAGEMENT, INC More: the full row for SECURIAN ASSET MANAGEMENT, INC 7,078 $1.84M 0.07% -100 13F-HR Timeline PRECEDENT WEALTH PARTNERS, LLC More: the full row for PRECEDENT WEALTH PARTNERS, LLC 7,068 $1.84M 0.37% +480 13F-HR Timeline Nicholson Wealth Management Group, LLC More: the full row for Nicholson Wealth Management Group, LLC 7,035 $1.83M 1.07% +71 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 7,011 $1.82M 0.06% -336 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 6,941 $1.81M 0.02% -638 13F-HR Timeline Front Row Advisors LLC More: the full row for Front Row Advisors LLC 6,898 $1.81M 0.61% 0 13F-HR Timeline PHILADELPHIA TRUST CO More: the full row for PHILADELPHIA TRUST CO 6,926 $1.8M 0.13% 0 13F-HR Timeline COMMERZBANK AKTIENGESELLSCHAFT /FI More: the full row for COMMERZBANK AKTIENGESELLSCHAFT /FI 6,876 $1.79M 0.04% -7,199 13F-HR Timeline Vestcor Inc More: the full row for Vestcor Inc 6,858 $1.78M 0.05% 0 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 6,752 $1.76M 0.09% -4,130 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 6,741 $1.75M 0.08% 0 13F-HR Timeline Balyasny Asset Management L.P. in group Balyasny Asset Management More: the full row for Balyasny Asset Management L.P. 6,612 $1.72M <0.01% +2,661 13F-HR Timeline Group Parisi Gray Wealth Management More: the full row for Parisi Gray Wealth Management 6,581 $1.71M 0.41% -31 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 6,565 $1.71M 0.04% -1,020 13F-HR Timeline EVENTIDE ASSET MANAGEMENT, LLC More: the full row for EVENTIDE ASSET MANAGEMENT, LLC 6,650 $1.7M 0.03% +366 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 6,538 $1.7M 0.17% -2,678 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. LaFleur & Godfrey LLC More: the full row for LaFleur & Godfrey LLC 6,530 $1.7M 0.21% -205 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 6,717 $1.69M 0.05% -538 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 6,454 $1.68M 0.07% -208 13F-HR Timeline PHYSICIANS FINANCIAL SERVICES, INC. More: the full row for PHYSICIANS FINANCIAL SERVICES, INC. 6,452 $1.68M 0.46% +100 13F-HR Timeline Weaver C. Barksdale & Associates, Inc. More: the full row for Weaver C. Barksdale & Associates, Inc. 6,447 $1.68M 1.6% +369 13F-HR Timeline V-Square Quantitative Management LLC More: the full row for V-Square Quantitative Management LLC 6,422 $1.67M 0.18% +341 13F-HR Timeline Enterprise Financial Services Corp in group Enterprise Financial Services… More: the full row for Enterprise Financial Services Corp 6,412 $1.67M 0.85% -511 13F-HR Timeline Group Leisure Capital Management More: the full row for Leisure Capital Management 6,385 $1.66M 0.58% -271 13F-HR Timeline FIL Ltd in group FIL Ltd More: the full row for FIL Ltd 6,378 $1.66M <0.01% -1,757 13F-HR Timeline Group CX Institutional More: the full row for CX Institutional 6,378 $1.66M 0.05% -20 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 6,347 $1.65M 0.04% +809 13F-HR Timeline Raiffeisen Bank International AG in group Raiffeisen Bank International… More: the full row for Raiffeisen Bank International AG 6,418 $1.64M 0.02% +1,585 13F-HR Timeline Group STONEBRIDGE CAPITAL MANAGEMENT INC More: the full row for STONEBRIDGE CAPITAL MANAGEMENT INC 6,256 $1.63M 0.74% 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 6,256 $1.63M 0.12% -594 13F-HR Timeline DF DENT & CO INC More: the full row for DF DENT & CO INC 6,222 $1.62M 0.03% +1,242 13F-HR Timeline CAISSE DES DEPOTS ET CONSIGNATIONS More: the full row for CAISSE DES DEPOTS ET CONSIGNATIONS 6,222 $1.62M 0.03% +1,600 13F-HR Timeline Cornerstone Planning, LLC More: the full row for Cornerstone Planning, LLC 6,199 $1.61M 0.36% -285 13F-HR Timeline IMA Advisory Services, Inc. More: the full row for IMA Advisory Services, Inc. 6,154 $1.61M 0.16% 0 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 6,188 $1.61M 0.05% +143 13F-HR Timeline GUARDIAN INVESTMENT MANAGEMENT More: the full row for GUARDIAN INVESTMENT MANAGEMENT 6,186 $1.61M 1.27% +186 13F-HR Timeline Kintegral Advisory, LLC in group Kintegral Advisory, LLC More: the full row for Kintegral Advisory, LLC 6,140 $1.61M 0.15% -272 13F-HR Timeline Group Compound Planning, Inc. More: the full row for Compound Planning, Inc. 6,173 $1.61M 0.05% +686 13F-HR Timeline Principle Wealth Partners LLC More: the full row for Principle Wealth Partners LLC 6,144 $1.6M 0.09% +40 13F-HR Timeline Rossmore Private Capital More: the full row for Rossmore Private Capital 6,105 $1.6M 0.14% -100 13F-HR Timeline Busey Bank More: the full row for Busey Bank 6,113 $1.59M 0.04% -71 13F-HR Timeline Dickmeyer Boyce Financial Management, I… More: the full row for Dickmeyer Boyce Financial Management, Inc. 6,112 $1.59M 0.94% 13F-HR Timeline INVESTORS ASSET MANAGEMENT OF GEORGIA I… More: the full row for INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV 6,100 $1.59M 0.65% 0 13F-HR Timeline Aries Wealth Management More: the full row for Aries Wealth Management 6,098 $1.59M 0.35% 0 13F-HR Timeline Kenora Financial, LLC More: the full row for Kenora Financial, LLC 6,088 $1.58M 0.56% +66 13F-HR Timeline Clark & Stuart, Inc More: the full row for Clark & Stuart, Inc 6,049 $1.58M 1.07% 0 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 6,046 $1.57M 0.04% +187 13F-HR Timeline Group Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 6,020 $1.57M 0.02% +534 13F-HR Timeline Robeco Institutional Asset Management B… in group Robeco Institutional Asset Ma… More: the full row for Robeco Institutional Asset Management B.V. 6,004 $1.56M <0.01% -555 13F-HR Timeline Group BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 5,952 $1.55M 0.03% new 13F-HR/A Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 5,942 $1.55M <0.01% +639 13F-HR Timeline Group Aspen Investment Management Inc More: the full row for Aspen Investment Management Inc 5,918 $1.54M 0.47% -44 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 5,901 $1.54M 0.14% -236 13F-HR Timeline Marble Wealth, LLC More: the full row for Marble Wealth, LLC 5,880 $1.53M 0.27% -663 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 5,870 $1.53M 0.03% +622 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 5,786 $1.51M 0.06% +2,236 13F-HR Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 5,771 $1.5M 0.09% +91 13F-HR Timeline iSAM Funds (UK) Ltd in group iSAM Funds (UK) Ltd More: the full row for iSAM Funds (UK) Ltd 5,765 $1.5M 0.74% new 13F-HR Timeline Group Valley Brook Capital Group, Inc. More: the full row for Valley Brook Capital Group, Inc. 5,752 $1.5M 1% +50 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 5,726 $1.49M 0.02% -15 13F-HR Timeline FIRST UNITED BANK & TRUST More: the full row for FIRST UNITED BANK & TRUST 5,721 $1.49M 0.48% +12 13F-HR Timeline SHARIAPORTFOLIO, INC. More: the full row for SHARIAPORTFOLIO, INC. 5,704 $1.48M 0.66% new 13F-HR Timeline Beacon Bank & Trust More: the full row for Beacon Bank & Trust 5,699 $1.48M 0.3% +835 13F-HR Timeline Decatur Capital Management, Inc. More: the full row for Decatur Capital Management, Inc. 5,694 $1.48M 0.68% -90 13F-HR Timeline Krilogy Financial LLC More: the full row for Krilogy Financial LLC 5,571 $1.48M 0.05% -170 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 5,645 $1.48M 0.03% +593 13F-HR Timeline Oak Asset Management, LLC More: the full row for Oak Asset Management, LLC 5,664 $1.47M 0.51% -84 13F-HR Timeline Davis Capital Management More: the full row for Davis Capital Management 5,647 $1.47M 1% +184 13F-HR Timeline TUDOR INVESTMENT CORP ET AL More: the full row for TUDOR INVESTMENT CORP ET AL 5,636 $1.47M 0.01% -110,212 13F-HR Timeline Curbstone Financial Management Corp More: the full row for Curbstone Financial Management Corp 5,636 $1.47M 0.28% 0 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 5,627 $1.46M 0.02% +1,405 13F-HR Timeline Essex Financial Services, Inc. group of 2 filers holding More: the full row for Essex Financial Services, Inc. 5,622 $1.46M -607 Timeline Wilson & Boucher Capital Management, LLC More: the full row for Wilson & Boucher Capital Management, LLC 5,620 $1.46M 0.97% 0 13F-HR Timeline Financial Planning Hawaii, Inc. More: the full row for Financial Planning Hawaii, Inc. 5,589 $1.45M 0.86% -250 13F-HR Timeline Paragon Private Wealth Management, LLC More: the full row for Paragon Private Wealth Management, LLC 5,574 $1.45M 0.45% +206 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) 5,562 $1.45M 0.04% -2,824 13F-HR Timeline Group Montecito Bank & Trust More: the full row for Montecito Bank & Trust 5,524 $1.44M 0.24% -142 13F-HR Timeline GREENWOOD CAPITAL ASSOCIATES LLC More: the full row for GREENWOOD CAPITAL ASSOCIATES LLC 5,462 $1.42M 0.16% new 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 5,421 $1.41M <0.01% -6 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 5,400 $1.41M 0.01% -1,481 13F-HR Timeline DUMONT & BLAKE INVESTMENT ADVISORS LLC More: the full row for DUMONT & BLAKE INVESTMENT ADVISORS LLC 5,337 $1.39M 0.35% +1,611 13F-HR Timeline Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 5,210 $1.38M 0.09% -74 13F-HR Timeline Compagnie Lombard Odier SCmA More: the full row for Compagnie Lombard Odier SCmA 5,300 $1.38M 0.02% 0 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 5,254 $1.37M 0.03% +1,832 13F-HR Timeline GSA CAPITAL PARTNERS LLP More: the full row for GSA CAPITAL PARTNERS LLP 5,222 $1.36M 0.08% +3,923 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 5,200 $1.35M 0.22% -93 13F-HR Timeline PFC CAPITAL GROUP, INC. More: the full row for PFC CAPITAL GROUP, INC. 5,176 $1.35M 0.59% -7 13F-HR Timeline TCI Wealth Advisors, Inc. More: the full row for TCI Wealth Advisors, Inc. 5,171 $1.35M 0.07% -16 13F-HR Timeline FOX RUN MANAGEMENT, L.L.C. More: the full row for FOX RUN MANAGEMENT, L.L.C. 5,236 $1.34M 0.23% +733 13F-HR Timeline DAVIS R M INC More: the full row for DAVIS R M INC 5,088 $1.33M 0.02% +168 13F-HR Timeline MOKAN Wealth Management Inc. More: the full row for MOKAN Wealth Management Inc. 5,086 $1.32M 0.59% -2,904 13F-HR Timeline BALLAST ADVISORS LLC More: the full row for BALLAST ADVISORS LLC 5,059 $1.32M 0.38% -51 13F-HR/A Timeline WALTER & KEENAN WEALTH MANAGEMENT LLC /… More: the full row for WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV 5,001 $1.3M 0.37% -403 13F-HR Timeline Empirical Financial Services, LLC d.b.a… More: the full row for Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 4,951 $1.29M 0.02% +1,809 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 4,934 $1.28M 0.01% -1,820 13F-HR Timeline OCCUDO QUANTITATIVE STRATEGIES LP More: the full row for OCCUDO QUANTITATIVE STRATEGIES LP 4,967 $1.28M 0.07% new 13F-HR Timeline American Institute for Advanced Investm… More: the full row for American Institute for Advanced Investment Management, LLP 4,840 $1.26M 0.82% -1,000 13F-HR Timeline Cerro Pacific Wealth Advisors LLC More: the full row for Cerro Pacific Wealth Advisors LLC 4,827 $1.26M 0.33% -547 13F-HR Timeline TCW GROUP INC in group TCW GROUP INC More: the full row for TCW GROUP INC 4,783 $1.24M 0.01% +231 13F-HR Timeline Group Mattson Financial Services, LLC More: the full row for Mattson Financial Services, LLC 4,756 $1.24M 0.3% -391 13F-HR Timeline SECURITY NATIONAL BANK OF SIOUX CITY IO… More: the full row for SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/ 4,747 $1.24M 0.73% -115 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 4,744 $1.23M 0.4% 0 13F-HR Timeline YHB Investment Advisors, Inc. More: the full row for YHB Investment Advisors, Inc. 4,733 $1.23M 0.09% -427 13F-HR Timeline South Dakota Investment Council More: the full row for South Dakota Investment Council 4,717 $1.23M 0.02% 0 13F-HR Timeline FIRST CITIZENS BANK & TRUST CO More: the full row for FIRST CITIZENS BANK & TRUST CO 4,640 $1.21M 0.03% +170 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 4,627 $1.2M 0.03% -69 13F-HR Timeline Optas, LLC More: the full row for Optas, LLC 4,621 $1.2M 0.18% -293 13F-HR Timeline CVFG LLC More: the full row for CVFG LLC 4,600 $1.2M 0.15% new 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 4,578 $1.19M 0.15% -1,026 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 4,569 $1.19M 0.1% -164 13F-HR Timeline AssuredPartners Investment Advisors, LLC More: the full row for AssuredPartners Investment Advisors, LLC 4,600 $1.19M 0.13% new 13F-HR Timeline BERKSHIRE ASSET MANAGEMENT LLC/PA More: the full row for BERKSHIRE ASSET MANAGEMENT LLC/PA 4,550 $1.18M 0.05% -224 13F-HR Timeline Connecticut Wealth Management, LLC More: the full row for Connecticut Wealth Management, LLC 4,540 $1.18M 0.05% -645 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 4,533 $1.18M 0.08% -371 13F-HR Timeline BETO FINANCIAL GROUP, LLC More: the full row for BETO FINANCIAL GROUP, LLC 4,617 $1.18M 0.69% 0 13F-HR Timeline Kera Capital Partners, Inc. More: the full row for Kera Capital Partners, Inc. 4,524 $1.18M 0.14% +61 13F-HR Timeline Kepler Cheuvreux (Suisse) SA More: the full row for Kepler Cheuvreux (Suisse) SA 4,519 $1.18M 0.08% -8,327 13F-HR Timeline BDF-GESTION More: the full row for BDF-GESTION 4,511 $1.17M 0.16% 0 13F-HR Timeline Waldron Private Wealth LLC More: the full row for Waldron Private Wealth LLC 4,504 $1.17M 0.05% +54 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 4,442 $1.16M 0.02% +273 13F-HR Timeline BARLOW WEALTH PARTNERS, LLC More: the full row for BARLOW WEALTH PARTNERS, LLC 4,274 $1.16M 0.13% -186 13F-HR Timeline New Hampshire Trust More: the full row for New Hampshire Trust 4,460 $1.16M 0.23% 0 13F-HR Timeline Carter Financial Group, INC. More: the full row for Carter Financial Group, INC. 4,455 $1.16M 0.72% +31 13F-HR Timeline LEDERER & ASSOCIATES INVESTMENT COUNSEL… More: the full row for LEDERER & ASSOCIATES INVESTMENT COUNSEL/CA 4,452 $1.16M 0.82% -15 13F-HR Timeline Kensington Investment Counsel, LLC More: the full row for Kensington Investment Counsel, LLC 4,451 $1.16M 0.56% -332 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 4,446 $1.16M 0.02% -910 13F-HR Timeline Kuhn & Co Investment Counsel More: the full row for Kuhn & Co Investment Counsel 4,402 $1.15M 0.74% +52 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 4,397 $1.14M 0.05% +747 13F-HR Timeline TD Waterhouse Canada Inc. 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