Tradition Wealth Management, LLC More: the full row for Tradition Wealth Management, LLC 3,816 $564K 0.05% -53 13F-HR Timeline JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 3,813 $564K 0.01% +487 13F-HR Timeline Hardin Capital Partners, LLC More: the full row for Hardin Capital Partners, LLC 3,813 $564K 0.34% +13 13F-HR Timeline SHELTON CAPITAL MANAGEMENT More: the full row for SHELTON CAPITAL MANAGEMENT 3,810 $564K 0.01% -133 13F-HR Timeline Pines Wealth Management, LLC More: the full row for Pines Wealth Management, LLC 3,994 $563K 0.24% 13F-HR Timeline ADE, LLC More: the full row for ADE, LLC 3,805 $563K 0.35% 0 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 3,788 $560K 0.02% +1,035 13F-HR Timeline Bridgefront Capital, LLC More: the full row for Bridgefront Capital, LLC 3,781 $559K 0.19% +728 13F-HR Timeline Resurgent Financial Advisors LLC More: the full row for Resurgent Financial Advisors LLC 3,773 $558K 0.33% +9 13F-HR Timeline TAGStone Capital, Inc. More: the full row for TAGStone Capital, Inc. 3,776 $558K 0.27% +5 13F-HR Timeline GENESIS PRIVATE WEALTH, LLC More: the full row for GENESIS PRIVATE WEALTH, LLC 3,754 $555K 0.31% 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 3,752 $555K 0.06% +64 13F-HR Timeline SMART Wealth LLC More: the full row for SMART Wealth LLC 3,752 $555K 0.2% new 13F-HR Timeline L.M. KOHN & COMPANY More: the full row for L.M. KOHN & COMPANY 3,735 $552K 0.14% -257 13F-HR Timeline FLOW TRADERS U.S. LLC More: the full row for FLOW TRADERS U.S. LLC 3,712 $549K 0.02% new 13F-HR Timeline SSI INVESTMENT MANAGEMENT LLC More: the full row for SSI INVESTMENT MANAGEMENT LLC 3,698 $547K 0.04% -5 13F-HR Timeline Banco BTG Pactual S.A. More: the full row for Banco BTG Pactual S.A. 3,663 $546K 0.13% new 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 3,686 $545K 0.05% +1,725 13F-HR Timeline KNIGHTSBRIDGE ASSET MANAGEMENT, LLC More: the full row for KNIGHTSBRIDGE ASSET MANAGEMENT, LLC 3,669 $543K 0.13% -156 13F-HR Timeline BINGHAM PRIVATE WEALTH, LLC More: the full row for BINGHAM PRIVATE WEALTH, LLC 3,653 $540K 0.57% 13F-HR Timeline COMMERZBANK AKTIENGESELLSCHAFT /FI More: the full row for COMMERZBANK AKTIENGESELLSCHAFT /FI 3,598 $534K 0.01% +1,037 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 3,610 $534K 0.07% +122 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 3,600 $532K 0.18% -3,400 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 3,577 $529K 0.02% +179 13F-HR Timeline PANAGORA ASSET MANAGEMENT INC More: the full row for PANAGORA ASSET MANAGEMENT INC 3,560 $527K <0.01% -1 13F-HR Timeline Cercano Management LLC More: the full row for Cercano Management LLC 3,560 $527K 0.01% 0 13F-HR Timeline Citizens National Bank Trust Department More: the full row for Citizens National Bank Trust Department 3,555 $526K 0.11% 0 13F-HR Timeline Leo Wealth, LLC More: the full row for Leo Wealth, LLC 3,555 $526K 0.05% -7 13F-HR Timeline Gitterman Wealth Management, LLC More: the full row for Gitterman Wealth Management, LLC 3,551 $525K 0.22% 0 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 3,533 $524K 0.05% -12 13F-HR Timeline Mill Creek Capital Advisors, LLC More: the full row for Mill Creek Capital Advisors, LLC 3,500 $518K 0.01% new 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 3,493 $517K 0.01% +10 13F-HR Timeline Group Argent Trust Co More: the full row for Argent Trust Co 3,488 $516K 0.02% +200 13F-HR Timeline Voleon Capital Management LP More: the full row for Voleon Capital Management LP 3,473 $514K 0.04% 13F-HR Timeline Clearwater Capital Advisors, LLC More: the full row for Clearwater Capital Advisors, LLC 3,395 $502K 0.05% -200 13F-HR Timeline Cypress Wealth Services, LLC More: the full row for Cypress Wealth Services, LLC 3,385 $501K 0.1% +54 13F-HR Timeline New Century Financial Group, LLC More: the full row for New Century Financial Group, LLC 3,288 $500K 0.21% -834 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 3,368 $498K 0.02% 0 13F-HR Timeline Concord Wealth Partners in group Concord Wealth Partners More: the full row for Concord Wealth Partners 3,366 $498K 0.08% -646 13F-HR Timeline Group LRT Capital Management, LLC More: the full row for LRT Capital Management, LLC 3,330 $493K 0.39% new 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 3,304 $489K 0.02% -17 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 3,300 $488K 0.01% +707 13F-HR Timeline RIA Advisory Group LLC More: the full row for RIA Advisory Group LLC 3,247 $480K 0.16% new 13F-HR Timeline Kolinsky Wealth Management, LLC More: the full row for Kolinsky Wealth Management, LLC 3,223 $477K 0.29% -91 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 3,220 $476K 0.04% +717 13F-HR Timeline OKABENA INVESTMENT SERVICES INC More: the full row for OKABENA INVESTMENT SERVICES INC 3,219 $476K 0.13% -1,949 13F-HR Timeline Jackson Wealth Management, LLC More: the full row for Jackson Wealth Management, LLC 3,213 $475K 0.05% +886 13F-HR Timeline Hodges Capital Management Inc. More: the full row for Hodges Capital Management Inc. 3,200 $473K 0.03% -308 13F-HR Timeline Lindbrook Capital, LLC More: the full row for Lindbrook Capital, LLC 3,179 $470K 0.04% +102 13F-HR Timeline Northwest & Ethical Investments L.P. More: the full row for Northwest & Ethical Investments L.P. 3,180 $470K 0.01% -700 13F-HR Timeline Sovereign Financial Group, Inc. More: the full row for Sovereign Financial Group, Inc. 3,172 $469K 0.11% +9 13F-HR Timeline Masso Torrence Wealth Management Inc. More: the full row for Masso Torrence Wealth Management Inc. 3,166 $468K 0.25% +1 13F-HR Timeline DUDLEY CAPITAL MANAGEMENT, LLC More: the full row for DUDLEY CAPITAL MANAGEMENT, LLC 3,095 $458K 0.23% 0 13F-HR Timeline MAINSTAY CAPITAL MANAGEMENT LLC /ADV More: the full row for MAINSTAY CAPITAL MANAGEMENT LLC /ADV 3,063 $453K 0.07% 0 13F-HR Timeline DAVIS R M INC More: the full row for DAVIS R M INC 3,035 $449K 0.01% new 13F-HR Timeline Cadent Capital Advisors, LLC More: the full row for Cadent Capital Advisors, LLC 3,000 $444K 0.15% 0 13F-HR Timeline Cornerstone Advisory, LLC More: the full row for Cornerstone Advisory, LLC 3,148 $443K 0.05% +143 13F-HR Timeline Aspen Grove Capital, LLC More: the full row for Aspen Grove Capital, LLC 2,977 $440K 0.09% +1 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 2,972 $440K 0.02% +88 13F-HR Timeline Meadow Creek Wealth Advisors LLC More: the full row for Meadow Creek Wealth Advisors LLC 2,959 $438K 0.32% -111 13F-HR Timeline EXENCIAL WEALTH ADVISORS, LLC More: the full row for EXENCIAL WEALTH ADVISORS, LLC 2,957 $437K 0.02% new 13F-HR Timeline Diversify Advisory Services, LLC in group Diversify Advisory Services, … More: the full row for Diversify Advisory Services, LLC 3,099 $437K 0.02% new 13F-HR Timeline Group BlueStem Wealth Partners, LLC More: the full row for BlueStem Wealth Partners, LLC 2,951 $436K 0.06% 13F-HR Timeline WealthPLAN Partners, LLC More: the full row for WealthPLAN Partners, LLC 2,935 $434K 0.06% +1,320 13F-HR Timeline CHILDRESS CAPITAL ADVISORS, LLC More: the full row for CHILDRESS CAPITAL ADVISORS, LLC 2,932 $434K 0.12% +130 13F-HR Timeline OSTRUM ASSET MANAGEMENT More: the full row for OSTRUM ASSET MANAGEMENT 2,928 $433K 0.04% -121 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 2,902 $429K <0.01% +590 13F-HR Timeline PEAPACK GLADSTONE FINANCIAL CORP More: the full row for PEAPACK GLADSTONE FINANCIAL CORP 2,904 $429K 0.01% -153 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 2,887 $427K 0.01% +96 13F-HR/A Timeline RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 2,878 $426K 0.01% +631 13F-HR Timeline Haverford Trust Co More: the full row for Haverford Trust Co 2,874 $425K <0.01% 0 13F-HR Timeline ICONIQ Capital, LLC in group ICONIQ Capital, LLC More: the full row for ICONIQ Capital, LLC 2,873 $425K 0.01% +1,249 13F-HR Timeline Group CATALYST PRIVATE WEALTH, LLC More: the full row for CATALYST PRIVATE WEALTH, LLC 2,869 $424K 0.19% 0 13F-HR Timeline Systematic Alpha Investments, LLC More: the full row for Systematic Alpha Investments, LLC 2,860 $423K 0.02% new 13F-HR Timeline LFA - Lugano Financial Advisors SA More: the full row for LFA - Lugano Financial Advisors SA 2,850 $422K 0.28% 0 13F-HR Timeline Gallagher Fiduciary Advisors, LLC in group Gallagher Fiduciary Advisors,… More: the full row for Gallagher Fiduciary Advisors, LLC 2,847 $421K 0.08% +629 13F-HR Timeline Group CERTUITY, LLC More: the full row for CERTUITY, LLC 2,829 $418K 0.05% +1,250 13F-HR Timeline SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 2,817 $417K 0.02% +360 13F-HR Timeline GUYASUTA INVESTMENT ADVISORS INC More: the full row for GUYASUTA INVESTMENT ADVISORS INC 2,797 $414K 0.03% 0 13F-HR Timeline OPTIMIZE FINANCIAL INC. More: the full row for OPTIMIZE FINANCIAL INC. 2,760 $408K 0.31% 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 2,733 $404K 0.1% -169 13F-HR Timeline TWINBEECH CAPITAL LP More: the full row for TWINBEECH CAPITAL LP 2,667 $394K 0.01% -1,549 13F-HR Timeline Jump Financial, LLC in group Jump Financial, LLC More: the full row for Jump Financial, LLC 2,658 $393K 0.01% -2,181 13F-HR Timeline Group Washington Trust Bank More: the full row for Washington Trust Bank 2,645 $391K 0.04% +1 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Optiver Holding B.V. in group Optiver Holding B.V. More: the full row for Optiver Holding B.V. 2,641 $391K 0.01% -1,028 13F-HR Timeline Group Allen Mooney & Barnes Investment Adviso… More: the full row for Allen Mooney & Barnes Investment Advisors LLC 2,630 $389K 0.07% 0 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 2,625 $388K 0.02% +22 13F-HR Timeline MIDDLETON & CO INC/MA More: the full row for MIDDLETON & CO INC/MA 2,622 $388K 0.04% 0 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 2,622 $388K 0.06% -98 13F-HR Timeline Evercore Wealth Management, LLC More: the full row for Evercore Wealth Management, LLC 2,617 $387K 0.01% +2 13F-HR Timeline LGL PARTNERS, LLC More: the full row for LGL PARTNERS, LLC 2,590 $383K 0.06% +108 13F-HR Timeline THOMPSON DAVIS & CO., INC. More: the full row for THOMPSON DAVIS & CO., INC. 2,586 $383K 0.25% +261 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 2,582 $382K 0.01% -65 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 2,581 $382K 0.01% +309 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 2,553 $378K 0.06% 0 13F-HR Timeline Naviter Wealth, LLC More: the full row for Naviter Wealth, LLC 2,543 $376K 0.05% +268 13F-HR Timeline Summit Global Investments in group Summit Global Investments More: the full row for Summit Global Investments 2,517 $372K 0.02% new 13F-HR Timeline Group SILVERCREST ASSET MANAGEMENT GROUP LLC More: the full row for SILVERCREST ASSET MANAGEMENT GROUP LLC 2,505 $371K <0.01% 0 13F-HR Timeline TRUSTMARK BANK TRUST DEPARTMENT More: the full row for TRUSTMARK BANK TRUST DEPARTMENT 2,500 $370K 0.03% -500 13F-HR Timeline Ballast, Inc. More: the full row for Ballast, Inc. 2,500 $370K 0.11% 0 13F-HR Timeline AA Financial Advisors, LLC More: the full row for AA Financial Advisors, LLC 2,485 $368K 0.1% +632 13F-HR Timeline Avestar Capital, LLC More: the full row for Avestar Capital, LLC 2,475 $366K 0.03% +339 13F-HR Timeline Roof Eidam Maycock Peralta, LLC More: the full row for Roof Eidam Maycock Peralta, LLC 2,470 $365K 0.09% +5 13F-HR Timeline Kesler, Norman & Wride, LLC More: the full row for Kesler, Norman & Wride, LLC 2,453 $363K 0.08% -5,172 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 2,443 $361K 0.02% +51 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 2,420 $361K 0.03% -340,562 13F-HR Timeline CW Advisors, LLC More: the full row for CW Advisors, LLC 2,436 $360K <0.01% new 13F-HR Timeline D'Orazio & Associates, Inc. More: the full row for D'Orazio & Associates, Inc. 2,432 $360K 0.05% +6 13F-HR Timeline Taika Capital, LP More: the full row for Taika Capital, LP 2,430 $359K 0.27% new 13F-HR Timeline Northwest Bancshares, Inc. More: the full row for Northwest Bancshares, Inc. 2,425 $359K 0.07% -300 13F-HR Timeline ASHTON THOMAS SECURITIES, LLC More: the full row for ASHTON THOMAS SECURITIES, LLC 2,417 $357K 0.1% +1,825 13F-HR Timeline Freestone Capital Holdings, LLC in group Freestone Capital Holdings, L… More: the full row for Freestone Capital Holdings, LLC 2,404 $356K 0.01% -27 13F-HR Timeline Group XTX Topco Ltd in group XTX Topco Ltd More: the full row for XTX Topco Ltd 2,404 $356K 0.03% -15,514 13F-HR Timeline Group Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 2,401 $355K 0.01% -234 13F-HR Timeline Roundview Capital LLC More: the full row for Roundview Capital LLC 2,401 $355K 0.02% new 13F-HR Timeline BANQUE PICTET & CIE SA More: the full row for BANQUE PICTET & CIE SA 2,400 $355K <0.01% 0 13F-HR Timeline Northside Capital Management, LLC More: the full row for Northside Capital Management, LLC 2,388 $353K 0.09% -515 13F-HR Timeline CONNING INC. in group CONNING INC. More: the full row for CONNING INC. 2,387 $353K 0.01% new 13F-HR Timeline Group Sand Hill Global Advisors, LLC More: the full row for Sand Hill Global Advisors, LLC 2,381 $352K 0.01% -50 13F-HR Timeline DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 2,377 $352K 0.09% +11 13F-HR Timeline SteelPeak Wealth, LLC More: the full row for SteelPeak Wealth, LLC 2,370 $351K 0.01% +52 13F-HR Timeline Objective Capital Management, LLC More: the full row for Objective Capital Management, LLC 2,353 $348K 0.23% -45 13F-HR Timeline Connecticut Wealth Management, LLC More: the full row for Connecticut Wealth Management, LLC 2,347 $347K 0.02% new 13F-HR Timeline First National Trust Co More: the full row for First National Trust Co 2,338 $346K 0.01% +2 13F-HR Timeline Cooper Capital Advisors LLC More: the full row for Cooper Capital Advisors LLC 2,333 $345K 0.36% 13F-HR Timeline Cypress Point Wealth Management, LLC More: the full row for Cypress Point Wealth Management, LLC 2,325 $344K 0.11% -165 13F-HR Timeline Peak Planning Group, LLC More: the full row for Peak Planning Group, LLC 2,325 $344K 0.14% +552 13F-HR Timeline Vulcan Value Partners, LLC More: the full row for Vulcan Value Partners, LLC 2,316 $343K 0.01% -1,851,795 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 2,311 $342K <0.01% -2,280 13F-HR/A Timeline Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 2,310 $342K 0.06% -57 13F-HR Timeline Texas Bank & Trust Co More: the full row for Texas Bank & Trust Co 2,300 $340K 0.14% 13F-HR Timeline West Wealth Group, LLC More: the full row for West Wealth Group, LLC 2,299 $340K 0.1% +108 13F-HR Timeline TOCQUEVILLE ASSET MANAGEMENT L.P. in group TOCQUEVILLE ASSET MANAGEMENT … More: the full row for TOCQUEVILLE ASSET MANAGEMENT L.P. 2,295 $339K 0.01% 0 13F-HR Timeline Group 111 Capital More: the full row for 111 Capital 2,284 $338K 0.07% 13F-HR Timeline PRING TURNER CAPITAL GROUP INC More: the full row for PRING TURNER CAPITAL GROUP INC 2,280 $337K 0.23% 0 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 2,267 $335K <0.01% new 13F-HR Timeline Group Alta Advisers Ltd in group Alta Advisers Ltd More: the full row for Alta Advisers Ltd 2,263 $335K 0.21% +363 13F-HR Timeline Group Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 2,253 $333K 0.01% +302 13F-HR Timeline Banco Santander, S.A. in group Banco Santander, S.A. More: the full row for Banco Santander, S.A. 2,238 $331K <0.01% new 13F-HR Timeline Group Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 2,235 $331K 0.01% +125 13F-HR Timeline Shepherd Financial Partners LLC More: the full row for Shepherd Financial Partners LLC 2,220 $328K 0.04% 0 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 2,220 $328K 0.01% +375 13F-HR Timeline WEST MICHIGAN ADVISORS, LLC More: the full row for WEST MICHIGAN ADVISORS, LLC 2,196 $325K 0.1% new 13F-HR Timeline AMG National Trust Bank More: the full row for AMG National Trust Bank 2,185 $323K 0.01% +106 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 2,180 $322K 0.03% +1,759 13F-HR Timeline Keystone Financial Group More: the full row for Keystone Financial Group 2,162 $320K 0.03% -70 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 2,154 $319K 0.01% +41 13F-HR Timeline Aviance Capital Partners, LLC More: the full row for Aviance Capital Partners, LLC 2,137 $316K 0.04% 0 13F-HR Timeline Integris Wealth Management, LLC More: the full row for Integris Wealth Management, LLC 2,129 $315K 0.09% +284 13F-HR Timeline 44 WEALTH MANAGEMENT LLC More: the full row for 44 WEALTH MANAGEMENT LLC 2,120 $314K 0.12% -180 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 2,113 $313K 0.04% -168 13F-HR Timeline EVERPAR ADVISORS LLC More: the full row for EVERPAR ADVISORS LLC 2,113 $313K 0.16% +30 13F-HR Timeline Aljian Capital Management, LLC More: the full row for Aljian Capital Management, LLC 2,103 $311K 0.07% 0 13F-HR Timeline Beaton Management Co. Inc. More: the full row for Beaton Management Co. Inc. 2,100 $311K 0.16% 0 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 2,101 $311K 0.01% +51 13F-HR Timeline First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 2,091 $309K 0.01% -82 13F-HR Timeline NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 2,089 $309K 0.03% new 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 2,072 $307K 0.03% +734 13F-HR Timeline Virtus Family Office LLC More: the full row for Virtus Family Office LLC 2,074 $307K 0.38% -337 13F-HR Timeline Edge Capital Group, LLC More: the full row for Edge Capital Group, LLC 2,058 $304K 0.02% +78 13F-HR Timeline FAIRVIEW CAPITAL INVESTMENT MANAGEMENT,… More: the full row for FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC 2,026 $300K 0.02% 0 13F-HR Timeline Avantax Planning Partners, Inc. More: the full row for Avantax Planning Partners, Inc. 2,025 $300K 0.01% 0 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 2,023 $299K 0.01% new 13F-HR Timeline SENTRY INVESTMENT MANAGEMENT LLC More: the full row for SENTRY INVESTMENT MANAGEMENT LLC 2,018 $298K 0.14% new 13F-HR Timeline VELA Investment Management, LLC More: the full row for VELA Investment Management, LLC 2,009 $297K 0.1% 0 13F-HR Timeline Concorde Asset Management, LLC More: the full row for Concorde Asset Management, LLC 2,002 $296K 0.15% 0 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 2,001 $296K <0.01% +431 13F-HR Timeline Group STOCK YARDS BANK & TRUST CO More: the full row for STOCK YARDS BANK & TRUST CO 2,000 $296K 0.01% 0 13F-HR Timeline Douglass Winthrop Advisors, LLC More: the full row for Douglass Winthrop Advisors, LLC 2,000 $296K 0.01% 0 13F-HR Timeline Benin Management CORP More: the full row for Benin Management CORP 2,000 $296K 0.08% 0 13F-HR Timeline Harbor Advisors LLC More: the full row for Harbor Advisors LLC 2,000 $296K 0.05% 0 13F-HR Timeline Fortis Advisors, LLC More: the full row for Fortis Advisors, LLC 2,000 $296K 0.19% 0 13F-HR Timeline Granite FO LLC More: the full row for Granite FO LLC 2,000 $296K 0.17% 0 13F-HR Timeline Callan Family Office, LLC More: the full row for Callan Family Office, LLC 1,997 $295K 0.02% new 13F-HR Timeline Rothschild Capital Partners, LLC More: the full row for Rothschild Capital Partners, LLC 1,990 $294K 0.07% new 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 1,981 $293K 0.02% +6 13F-HR Timeline PITCAIRN CO in group PITCAIRN CO More: the full row for PITCAIRN CO 1,976 $292K 0.02% +321 13F-HR Timeline Group NorthCrest Asset Manangement, LLC More: the full row for NorthCrest Asset Manangement, LLC 1,972 $292K 0.01% +224 13F-HR/A Timeline Schechter Investment Advisors, LLC More: the full row for Schechter Investment Advisors, LLC 1,966 $291K 0.02% +184 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 1,948 $288K <0.01% -35 13F-HR Timeline Montecito Bank & Trust More: the full row for Montecito Bank & Trust 1,946 $288K 0.05% +173 13F-HR Timeline Banque de Luxembourg S.A. More: the full row for Banque de Luxembourg S.A. 1,936 $288K 0.15% 13F-HR Timeline Mullaney, Keating & Wright, Inc. More: the full row for Mullaney, Keating & Wright, Inc. 1,942 $287K 0.19% +61 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 1,940 $287K 0.04% +49 13F-HR Timeline Lantz Financial LLC More: the full row for Lantz Financial LLC 1,936 $286K 0.08% -186 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 1,930 $285K 0.01% +20 13F-HR Timeline Group Navis Wealth Advisors, LLC More: the full row for Navis Wealth Advisors, LLC 1,929 $285K 0.31% +17 13F-HR Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 1,925 $285K 0.02% new 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 1,924 $285K 0.01% new 13F-HR Timeline Group MidAtlantic Capital Management, Inc. More: the full row for MidAtlantic Capital Management, Inc. 1,897 $281K 0.21% 0 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 1,891 $280K 0.04% -230 13F-HR Timeline Conservest Capital Advisors, Inc. More: the full row for Conservest Capital Advisors, Inc. 1,891 $280K 0.03% -313 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 1,888 $279K 0.02% +386 13F-HR Timeline Lynx Investment Advisory More: the full row for Lynx Investment Advisory 1,885 $279K 0.19% +2 13F-HR Timeline Better Money Decisions, LLC More: the full row for Better Money Decisions, LLC 1,872 $277K 0.19% -192 13F-HR Timeline GREAT LAKES ADVISORS, LLC More: the full row for GREAT LAKES ADVISORS, LLC 1,864 $276K <0.01% -16 13F-HR Timeline Wealth Management Associates, Inc. More: the full row for Wealth Management Associates, Inc. 1,863 $276K 0.12% -50 13F-HR Timeline Garden State Investment Advisory Servic… More: the full row for Garden State Investment Advisory Services LLC 1,860 $275K 0.08% +260 13F-HR Timeline Catalyst Capital Advisors LLC More: the full row for Catalyst Capital Advisors LLC 1,855 $274K 0.01% 0 13F-HR Timeline FIRST HAWAIIAN BANK in group FIRST HAWAIIAN BANK More: the full row for FIRST HAWAIIAN BANK 1,853 $274K 0.01% new 13F-HR Timeline Group