World Investment Advisors More: the full row for World Investment Advisors 72,977 $2M 0.05% +35,586 13F-HR Timeline Old North State Wealth Management, LLC More: the full row for Old North State Wealth Management, LLC 72,905 $2M 1.12% -1,718 13F-HR Timeline TTP Investments, Inc. More: the full row for TTP Investments, Inc. 72,808 $1.99M 0.7% +1,089 13F-HR Timeline Redwood Investment Management, LLC in group Redwood Investment Management… More: the full row for Redwood Investment Management, LLC 72,675 $1.99M 0.19% -19,239 13F-HR/A Timeline Group Argent Trust Co More: the full row for Argent Trust Co 72,463 $1.99M 0.08% +3,774 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 72,282 $1.98M 0.02% +39,760 13F-HR Timeline Quantessence Capital LLC More: the full row for Quantessence Capital LLC 72,119 $1.98M 0.81% 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 71,578 $1.96M 0.5% +46,631 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 70,104 $1.92M 0.02% +31,308 13F-HR Timeline Group HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 70,026 $1.92M 0.02% +17,650 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 69,953 $1.92M 0.1% +5,115 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 69,741 $1.91M 0.02% +2,802 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 69,245 $1.9M 0.11% -2,346 13F-HR Timeline SHEPHERD KAPLAN KROCHUK, LLC in group SHEPHERD KAPLAN KROCHUK, LLC More: the full row for SHEPHERD KAPLAN KROCHUK, LLC 68,929 $1.89M 1.58% -5,945 13F-HR Timeline Group TWO SIGMA ADVISERS, LP in group TWO SIGMA INVESTMENTS, LP More: the full row for TWO SIGMA ADVISERS, LP 68,900 $1.89M <0.01% -214,300 13F-HR Timeline Group BTG Pactual Asset Management US LLC in group BTG Pactual Asset Management … More: the full row for BTG Pactual Asset Management US LLC 68,734 $1.88M 0.24% new 13F-HR Timeline Group Norinchukin Bank, The in group Norinchukin Bank, The More: the full row for Norinchukin Bank, The 68,305 $1.87M 0.04% -1,635 13F-HR Timeline Group Sigma Planning Corp More: the full row for Sigma Planning Corp 68,070 $1.87M 0.06% -3,632 13F-HR Timeline Comprehensive Money Management Services… More: the full row for Comprehensive Money Management Services LLC 67,868 $1.86M 1.53% 13F-HR Timeline Estabrook Capital Management More: the full row for Estabrook Capital Management 67,595 $1.85M 0.29% +6 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 67,368 $1.85M 0.05% -13,745 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. 67,365 $1.85M 0.07% +690 13F-HR Timeline Group Harvest Investment Advisors, LLC More: the full row for Harvest Investment Advisors, LLC 67,340 $1.85M 1.28% -1,925 13F-HR Timeline Pinnacle Financial Partners Inc More: the full row for Pinnacle Financial Partners Inc 67,744 $1.84M 0.04% +1,824 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 66,929 $1.83M 0.03% +12,064 13F-HR Timeline FOSTER & MOTLEY INC More: the full row for FOSTER & MOTLEY INC 66,593 $1.82M 0.12% -9,592 13F-HR Timeline Empirical Finance, LLC More: the full row for Empirical Finance, LLC 66,565 $1.82M 0.11% -863 13F-HR Timeline SILVERLAKE WEALTH MANAGEMENT LLC More: the full row for SILVERLAKE WEALTH MANAGEMENT LLC 66,362 $1.82M 0.7% -2,230 13F-HR Timeline Connor, Clark & Lunn Investment Managem… More: the full row for Connor, Clark & Lunn Investment Management Ltd. 65,676 $1.8M 0.01% -291,369 13F-HR Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 66,777 $1.79M 0.1% +3,532 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 64,984 $1.78M 0.03% +53,568 13F-HR Timeline Inlet Private Wealth, LLC More: the full row for Inlet Private Wealth, LLC 64,900 $1.78M 0.47% -16,200 13F-HR Timeline Armor Investment Advisors, LLC More: the full row for Armor Investment Advisors, LLC 64,114 $1.76M 0.72% +1,965 13F-HR Timeline Community Bank, N.A. More: the full row for Community Bank, N.A. 63,510 $1.74M 0.22% -1,740 13F-HR Timeline Carnegie Lake Advisors LLC More: the full row for Carnegie Lake Advisors LLC 63,470 $1.74M 0.7% -613 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 63,374 $1.74M 0.03% +8,735 13F-HR/A Timeline Group CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 63,099 $1.73M 0.09% +3,592 13F-HR Timeline Argentarii, LLC More: the full row for Argentarii, LLC 62,888 $1.72M 0.87% 13F-HR Timeline CENTRAL BANK & TRUST CO More: the full row for CENTRAL BANK & TRUST CO 62,018 $1.7M 0.26% +1,449 13F-HR Timeline Pingora Partners LLC More: the full row for Pingora Partners LLC 61,700 $1.69M 1.11% 0 13F-HR Timeline Cascade Investment Advisors, Inc. More: the full row for Cascade Investment Advisors, Inc. 61,686 $1.69M 1.08% -1,075 13F-HR Timeline M&G PLC in group M&G PLC More: the full row for M&G PLC 62,182 $1.68M 0.01% -23,548 13F-HR Timeline Group GREENLEAF TRUST More: the full row for GREENLEAF TRUST 60,655 $1.66M 0.02% +944 13F-HR Timeline Focused Wealth Management, Inc More: the full row for Focused Wealth Management, Inc 60,430 $1.66M 0.22% +2,211 13F-HR Timeline ALLSTATE CORP in group ALLSTATE CORP More: the full row for ALLSTATE CORP 59,991 $1.64M 0.05% new 13F-HR Timeline Group CHOREO, LLC More: the full row for CHOREO, LLC 59,782 $1.64M 0.02% -10,373 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 97,590 $1.63M 0.14% -2,067,047 13F-HR Timeline BIRMINGHAM CAPITAL MANAGEMENT CO INC/AL More: the full row for BIRMINGHAM CAPITAL MANAGEMENT CO INC/AL 59,313 $1.63M 0.6% -4,225 13F-HR Timeline Miller Financial Services LLC More: the full row for Miller Financial Services LLC 59,148 $1.62M 1.37% 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 58,858 $1.61M 0.03% +3,567 13F-HR Timeline PRECEDENT WEALTH PARTNERS, LLC More: the full row for PRECEDENT WEALTH PARTNERS, LLC 58,812 $1.61M 0.53% -399 13F-HR Timeline Sippican Capital Advisors More: the full row for Sippican Capital Advisors 58,145 $1.59M 1.16% 0 13F-HR Timeline Harvest Fund Management Co., Ltd in group Harvest Fund Management Co., … More: the full row for Harvest Fund Management Co., Ltd 58,005 $1.59M 0.07% +46,694 13F-HR Timeline Group Lantern Wealth Advisors, LLC More: the full row for Lantern Wealth Advisors, LLC 58,013 $1.59M 1.03% -587 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 57,973 $1.59M 0.05% -479 13F-HR Timeline Houlihan Financial Resource Group, Ltd. More: the full row for Houlihan Financial Resource Group, Ltd. 57,819 $1.58M 0.68% +1,004 13F-HR Timeline Vestcor Inc More: the full row for Vestcor Inc 57,810 $1.58M 0.05% -11,953 13F-HR Timeline Community Bank & Trust, Waco, Texas More: the full row for Community Bank & Trust, Waco, Texas 57,171 $1.57M 0.36% +15,527 13F-HR Timeline Donoghue Forlines LLC More: the full row for Donoghue Forlines LLC 57,020 $1.56M 0.52% +16,926 13F-HR Timeline B. Metzler seel. Sohn & Co. AG in group B. Metzler seel. Sohn & Co. AG More: the full row for B. Metzler seel. Sohn & Co. AG 56,379 $1.54M 0.02% +8,363 13F-HR Timeline Group Donald L. Hagan, LLC More: the full row for Donald L. Hagan, LLC 56,295 $1.54M 0.8% -2,384 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 56,233 $1.54M 0.02% +1,038 13F-HR Timeline RiverFront Investment Group, LLC More: the full row for RiverFront Investment Group, LLC 56,122 $1.54M 0.04% +24,870 13F-HR Timeline Disciplined Equity Management, Inc. More: the full row for Disciplined Equity Management, Inc. 56,060 $1.54M 1% 0 13F-HR Timeline Uncommon Cents Investing LLC More: the full row for Uncommon Cents Investing LLC 55,900 $1.53M 0.46% -640 13F-HR Timeline Davis Capital Management More: the full row for Davis Capital Management 55,894 $1.53M 1.25% -6,265 13F-HR Timeline SteelPeak Wealth, LLC More: the full row for SteelPeak Wealth, LLC 55,225 $1.51M 0.06% +1,614 13F-HR Timeline DUDLEY CAPITAL MANAGEMENT, LLC More: the full row for DUDLEY CAPITAL MANAGEMENT, LLC 55,152 $1.51M 0.77% -630 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 55,073 $1.51M 0.96% 13F-HR Timeline Balyasny Asset Management L.P. in group Balyasny Asset Management More: the full row for Balyasny Asset Management L.P. 54,983 $1.51M <0.01% +34,499 13F-HR Timeline Group JT Stratford LLC More: the full row for JT Stratford LLC 54,678 $1.5M 0.25% +306 13F-HR Timeline FineMark National Bank & Trust More: the full row for FineMark National Bank & Trust 54,662 $1.5M 0.05% +511 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 54,575 $1.5M 0.05% +25,891 13F-HR Timeline Hudson Portfolio Management LLC More: the full row for Hudson Portfolio Management LLC 54,356 $1.49M 1.46% -740 13F-HR Timeline Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 53,565 $1.47M -1,625 Timeline GRIFFIN ASSET MANAGEMENT, INC. More: the full row for GRIFFIN ASSET MANAGEMENT, INC. 53,433 $1.46M 0.17% -2,208 13F-HR Timeline Centric Wealth Management More: the full row for Centric Wealth Management 53,353 $1.46M 0.39% new 13F-HR Timeline Evercore Wealth Management, LLC More: the full row for Evercore Wealth Management, LLC 53,090 $1.45M 0.02% new 13F-HR Timeline CULLEN INVESTMENT GROUP, LTD. More: the full row for CULLEN INVESTMENT GROUP, LTD. 52,947 $1.45M 0.21% +80 13F-HR Timeline SCHNIEDERS CAPITAL MANAGEMENT LLC More: the full row for SCHNIEDERS CAPITAL MANAGEMENT LLC 52,863 $1.45M 0.29% +12,070 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 52,456 $1.44M 0.03% +1,050 13F-HR Timeline Group LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 52,163 $1.43M 0.06% -1,101 13F-HR Timeline Group PROMETHIUM ADVISORS,LLC More: the full row for PROMETHIUM ADVISORS,LLC 52,099 $1.43M 0.98% -176 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 52,063 $1.43M 0.38% -4,500 13F-HR Timeline CHILTON CAPITAL MANAGEMENT LLC More: the full row for CHILTON CAPITAL MANAGEMENT LLC 51,694 $1.42M 0.06% -919 13F-HR Timeline Lindbrook Capital, LLC More: the full row for Lindbrook Capital, LLC 51,554 $1.41M 0.13% +45,433 13F-HR Timeline MRP Capital Investments, LLC More: the full row for MRP Capital Investments, LLC 51,478 $1.41M 1.28% -4,847 13F-HR Timeline GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 51,462 $1.41M 0.25% -3,419 13F-HR Timeline GABLES CAPITAL MANAGEMENT INC. More: the full row for GABLES CAPITAL MANAGEMENT INC. 51,445 $1.41M 0.68% -2,494 13F-HR Timeline SANDERS MORRIS HARRIS LLC More: the full row for SANDERS MORRIS HARRIS LLC 51,072 $1.4M 0.21% -2,500 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 50,689 $1.39M 0.06% +4,498 13F-HR Timeline Pinnacle Holdings, LLC More: the full row for Pinnacle Holdings, LLC 50,658 $1.39M 0.52% -469 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 50,283 $1.38M 0.01% +5,887 13F-HR Timeline Global Wealth Management Investment Adv… More: the full row for Global Wealth Management Investment Advisory, Inc. 49,744 $1.36M 0.28% +4,001 13F-HR Timeline CHASE INVESTMENT COUNSEL CORP More: the full row for CHASE INVESTMENT COUNSEL CORP 49,658 $1.36M 0.44% -135 13F-HR Timeline Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 48,565 $1.33M 0.1% +953 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 48,414 $1.33M 0.02% +3,805 13F-HR Timeline USA FINANCIAL FORMULAS More: the full row for USA FINANCIAL FORMULAS 48,271 $1.32M 0.21% +10,538 13F-HR Timeline Cypress Capital Group in group Cypress Capital Group More: the full row for Cypress Capital Group 47,900 $1.31M 0.16% +11,801 13F-HR Timeline Group SL ADVISORS, LLC More: the full row for SL ADVISORS, LLC 47,881 $1.31M 2.17% -416 13F-HR/A Timeline ADELL HARRIMAN & CARPENTER INC More: the full row for ADELL HARRIMAN & CARPENTER INC 47,752 $1.31M 0.09% -9,002 13F-HR Timeline UNITED SERVICES AUTOMOBILE ASSOCIATION in group UNITED SERVICES AUTOMOBILE AS… More: the full row for UNITED SERVICES AUTOMOBILE ASSOCIATION 47,682 $1.31M 0.04% +1,616 13F-HR Timeline Group TrueWealth Advisors, LLC More: the full row for TrueWealth Advisors, LLC 47,234 $1.29M 0.43% -14 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC group of 2 filers holding More: the full row for ANGELES WEALTH MANAGEMENT, LLC 46,992 $1.29M +19,507 Timeline Weinberger Asset Management, Inc More: the full row for Weinberger Asset Management, Inc 46,886 $1.28M 0.54% -6 13F-HR Timeline Meeder Advisory Services, Inc. group of 2 filers holding More: the full row for Meeder Advisory Services, Inc. 46,608 $1.28M -2,391 Timeline Presima Securities ULC More: the full row for Presima Securities ULC 46,400 $1.27M 0.31% 0 13F-HR Timeline Oak Grove Capital LLC More: the full row for Oak Grove Capital LLC 46,100 $1.26M 0.25% -800 13F-HR Timeline Stamos Capital Partners, L.P. More: the full row for Stamos Capital Partners, L.P. 46,010 $1.26M 0.3% new 13F-HR Timeline Cherokee Insurance Co More: the full row for Cherokee Insurance Co 45,000 $1.23M 0.56% 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 44,876 $1.23M 0.02% +2,401 13F-HR Timeline DELTA FINANCIAL ADVISORS LLC More: the full row for DELTA FINANCIAL ADVISORS LLC 44,805 $1.23M 0.46% +242 13F-HR Timeline CAHILL FINANCIAL ADVISORS INC More: the full row for CAHILL FINANCIAL ADVISORS INC 44,607 $1.22M 0.17% +8,876 13F-HR Timeline THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 44,603 $1.22M 0.07% -3,745 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 44,470 $1.22M 0.02% -1,500 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 44,390 $1.22M 0.12% -15,923 13F-HR Timeline Requisite Capital Management, LLC More: the full row for Requisite Capital Management, LLC 44,087 $1.21M 0.25% new 13F-HR Timeline Abbot Financial Management, Inc. More: the full row for Abbot Financial Management, Inc. 43,450 $1.19M 0.59% -1,890 13F-HR Timeline Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 42,878 $1.17M 0.08% -5,251 13F-HR Timeline Group Silverberg Bernstein Capital Management… More: the full row for Silverberg Bernstein Capital Management LLC 42,117 $1.15M 1.02% -700 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 41,723 $1.14M 0.07% -17,092 13F-HR Timeline Group CHARTER RESEARCH & INVESTMENT GROUP, IN… More: the full row for CHARTER RESEARCH & INVESTMENT GROUP, INC. 41,358 $1.13M 0.86% -541 13F-HR Timeline LONGFELLOW INVESTMENT MANAGEMENT CO LLC More: the full row for LONGFELLOW INVESTMENT MANAGEMENT CO LLC 41,303 $1.13M 0.29% -2,655 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 41,278 $1.13M 0.02% -939 13F-HR Timeline ADVISORS MANAGEMENT GROUP INC /ADV More: the full row for ADVISORS MANAGEMENT GROUP INC /ADV 41,276 $1.13M 0.27% +89 13F-HR Timeline Bryn Mawr Trust Advisors, LLC More: the full row for Bryn Mawr Trust Advisors, LLC 41,039 $1.12M 0.06% -12,700 13F-HR/A Timeline CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 36,101 $1.11M 0.06% +1,627 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 40,525 $1.11M 0.07% -4,894 13F-HR Timeline RBF Capital, LLC More: the full row for RBF Capital, LLC 40,000 $1.1M 0.06% 0 13F-HR Timeline Chaney Capital Management, Inc. More: the full row for Chaney Capital Management, Inc. 40,000 $1.1M 0.52% 0 13F-HR Timeline Trust Investment Advisors More: the full row for Trust Investment Advisors 39,891 $1.09M 0.7% -1,631 13F-HR Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 39,641 $1.09M 0.17% +303 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 39,462 $1.08M 0.03% -2,100 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 39,435 $1.08M 0.04% +28,420 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 38,954 $1.07M 0.04% +1,548 13F-HR Timeline Essex LLC More: the full row for Essex LLC 38,791 $1.06M 0.22% -2,780 13F-HR Timeline Myriad Asset Management US LP in group Myriad Asset Management Advis… More: the full row for Myriad Asset Management US LP 38,535 $1.06M 0.71% 13F-HR Timeline Group Summit Trail Advisors, LLC More: the full row for Summit Trail Advisors, LLC 38,451 $1.05M 0.04% +9,873 13F-HR Timeline O'ROURKE & COMPANY, Inc More: the full row for O'ROURKE & COMPANY, Inc 38,382 $1.05M 0.52% -4,004 13F-HR Timeline Trek Financial, LLC More: the full row for Trek Financial, LLC 37,790 $1.04M 0.08% +2,447 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 37,706 $1.03M 0.03% -13,866 13F-HR Timeline Morton Capital Management LLC/CA More: the full row for Morton Capital Management LLC/CA 37,604 $1.03M 0.19% +535 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 37,333 $1.02M 0.12% +1,792 13F-HR Timeline Group NJ State Employees Deferred Compensatio… More: the full row for NJ State Employees Deferred Compensation Plan 37,265 $1.02M 0.12% 0 13F-HR Timeline Jaffetilchin Investment Partners, LLC More: the full row for Jaffetilchin Investment Partners, LLC 37,009 $1.01M 0.07% +3,053 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 36,858 $1.01M 0.09% +131 13F-HR Timeline HOEY INVESTMENTS, INC More: the full row for HOEY INVESTMENTS, INC 36,845 $1.01M 0.17% -8,381 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 36,786 $1.01M 0.01% +2,873 13F-HR Timeline Group Csenge Advisory Group More: the full row for Csenge Advisory Group 36,706 $1.01M 0.05% -5,684 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 36,672 $1M 0.03% -5,438 13F-HR Timeline Group Carlton Hofferkamp & Jenks Wealth Manag… More: the full row for Carlton Hofferkamp & Jenks Wealth Management, LLC 36,236 $1M 0.37% -985 13F-HR Timeline Vontobel Holding Ltd. in group Vontobel Holding Ltd. More: the full row for Vontobel Holding Ltd. 36,506 $1M <0.01% +9,675 13F-HR Timeline Group Clark Wealth Partners More: the full row for Clark Wealth Partners 36,326 $995K 0.77% 13F-HR Timeline Van Hulzen Asset Management, LLC More: the full row for Van Hulzen Asset Management, LLC 35,995 $986K 0.07% -614,996 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 35,965 $985K 0.07% -3,387 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 35,754 $980K 0.01% -5,568 13F-HR Timeline Applied Finance Capital Management, LLC More: the full row for Applied Finance Capital Management, LLC 35,543 $974K 0.04% new 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 35,368 $969K 0.1% +9,932 13F-HR Timeline CAPSTONE INVESTMENT ADVISORS, LLC in group CAPSTONE INVESTMENT ADVISORS,… More: the full row for CAPSTONE INVESTMENT ADVISORS, LLC 35,010 $959K 0.01% -87,788 13F-HR Timeline Group Hobbs Group Advisors, LLC More: the full row for Hobbs Group Advisors, LLC 34,949 $958K 0.36% +1,692 13F-HR Timeline UNIVEST FINANCIAL Corp in group UNIVEST FINANCIAL Corp More: the full row for UNIVEST FINANCIAL Corp 34,908 $956K 0.06% +735 13F-HR Timeline Group GREAT VALLEY ADVISOR GROUP, INC. in group GREAT VALLEY ADVISOR GROUP, I… More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 34,810 $954K 0.02% +140 13F-HR Timeline Group Wedmont Private Capital More: the full row for Wedmont Private Capital 33,814 $952K 0.05% +2,136 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 34,577 $947K 0.1% -3,293 13F-HR Timeline Investment Partners Asset Management, I… More: the full row for Investment Partners Asset Management, Inc. 34,530 $946K 0.74% +1,124 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 34,323 $940K 0.14% -1,334 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 34,188 $937K 0.08% +2,940 13F-HR Timeline CURA WEALTH ADVISORS, LLC More: the full row for CURA WEALTH ADVISORS, LLC 34,175 $936K 0.41% 13F-HR Timeline Orca Investment Management, LLC More: the full row for Orca Investment Management, LLC 34,073 $934K 0.88% -3,469 13F-HR Timeline TFG Advisers LLC More: the full row for TFG Advisers LLC 33,972 $931K 0.33% +1,276 13F-HR Timeline ROMAN BUTLER FULLERTON & CO More: the full row for ROMAN BUTLER FULLERTON & CO 33,673 $925K 0.29% +972 13F-HR Timeline Quad-Cities Investment Group, LLC More: the full row for Quad-Cities Investment Group, LLC 33,489 $918K 0.45% -558 13F-HR Timeline OXFORD ASSET MANAGEMENT LLP More: the full row for OXFORD ASSET MANAGEMENT LLP 33,332 $913K 0.42% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 33,300 $912K 0.02% +748 13F-HR Timeline Lombard Odier Asset Management (Switzer… More: the full row for Lombard Odier Asset Management (Switzerland) SA 33,242 $911K 0.07% +1,795 13F-HR Timeline United Advisor Group, LLC More: the full row for United Advisor Group, LLC 33,242 $911K 0.18% +11,618 13F-HR Timeline Trinity Legacy Partners, LLC More: the full row for Trinity Legacy Partners, LLC 33,166 $909K 0.23% +3 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 33,113 $907K 0.03% 13F-HR Timeline Ascentis Wealth Management, LLC group of 2 filers holding More: the full row for Ascentis Wealth Management, LLC 33,104 $907K +1,939 Timeline GROUPAMA ASSET MANAGMENT More: the full row for GROUPAMA ASSET MANAGMENT 33,078 $905K 0.02% new 13F-HR Timeline TRUST CO OF OKLAHOMA More: the full row for TRUST CO OF OKLAHOMA 32,817 $899K 0.29% -769 13F-HR Timeline PINKERTON WEALTH, LLC More: the full row for PINKERTON WEALTH, LLC 32,723 $897K 0.13% new 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 32,593 $893K 0.04% +9,090 13F-HR Timeline BRASADA CAPITAL MANAGEMENT, LP More: the full row for BRASADA CAPITAL MANAGEMENT, LP 32,500 $890K 0.16% +12,500 13F-HR Timeline BANK OF HAWAII More: the full row for BANK OF HAWAII 32,494 $890K 0.05% -277 13F-HR Timeline MILESTONE ASSET MANAGEMENT, LLC More: the full row for MILESTONE ASSET MANAGEMENT, LLC 32,225 $883K 0.2% new 13F-HR Timeline San Luis Wealth Advisors LLC More: the full row for San Luis Wealth Advisors LLC 32,178 $882K 0.17% -494 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 32,183 $882K 0.08% +4,923 13F-HR Timeline TCFG WEALTH MANAGEMENT, LLC in group TCFG Investment Advisors, LLC More: the full row for TCFG WEALTH MANAGEMENT, LLC 32,115 $880K 0.44% -200 13F-HR Timeline Group Quadcap Wealth Management, LLC More: the full row for Quadcap Wealth Management, LLC 32,012 $877K 0.13% +931 13F-HR Timeline Supplemental Annuity Collective Trust o… More: the full row for Supplemental Annuity Collective Trust of NJ 32,000 $877K 0.26% 0 13F-HR Timeline True Freedom Investing, LLC More: the full row for True Freedom Investing, LLC 31,829 $872K 0.38% 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 31,786 $871K 0.08% new 13F-HR Timeline Collar Capital Management, LLC More: the full row for Collar Capital Management, LLC 31,739 $870K 0.72% 13F-HR Timeline Northstar Advisory Group, LLC More: the full row for Northstar Advisory Group, LLC 31,359 $859K 0.44% +805 13F-HR Timeline Canada Post Corp Registered Pension Plan More: the full row for Canada Post Corp Registered Pension Plan 30,953 $848K 0.05% 13F-HR Timeline WALTER & KEENAN WEALTH MANAGEMENT LLC /… More: the full row for WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV 30,759 $843K 0.25% -423 13F-HR Timeline RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 30,718 $842K 0.02% +8,013 13F-HR Timeline Raiffeisen Bank International AG in group Raiffeisen Bank International… More: the full row for Raiffeisen Bank International AG 30,680 $839K 0.01% 13F-HR Timeline Group Amova Asset Management Americas, Inc. in group Amova Asset Management Americ… More: the full row for Amova Asset Management Americas, Inc. 30,576 $838K 0.01% -19,346 13F-HR Timeline Group