SL ADVISORS, LLC More: the full row for SL ADVISORS, LLC 34,805 $1.11M 1.95% -49 13F-HR Timeline Confluence Wealth Services, Inc. More: the full row for Confluence Wealth Services, Inc. 34,570 $1.11M 0.03% +22,651 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 34,516 $1.1M 0.18% +26,792 13F-HR Timeline Generali Investments CEE, investicni sp… More: the full row for Generali Investments CEE, investicni spolecnost, a.s. 34,160 $1.09M 0.05% 0 13F-HR Timeline KLCM Advisors, Inc. More: the full row for KLCM Advisors, Inc. 33,899 $1.08M 0.09% +1,533 13F-HR Timeline CHARTER RESEARCH & INVESTMENT GROUP, IN… More: the full row for CHARTER RESEARCH & INVESTMENT GROUP, INC. 33,844 $1.08M 0.66% -1,200 13F-HR Timeline ROMAN BUTLER FULLERTON & CO More: the full row for ROMAN BUTLER FULLERTON & CO 33,516 $1.08M 0.26% -298 13F-HR Timeline WOODWARD DIVERSIFIED CAPITAL, LLC More: the full row for WOODWARD DIVERSIFIED CAPITAL, LLC 33,769 $1.08M 0.48% -396 13F-HR Timeline LVW Advisors, LLC More: the full row for LVW Advisors, LLC 33,659 $1.08M 0.09% +56 13F-HR Timeline TCFG Investment Advisors, LLC in group TCFG Investment Advisors, LLC More: the full row for TCFG Investment Advisors, LLC 33,502 $1.07M 0.36% +1,927 13F-HR Timeline Group PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 33,410 $1.07M 0.09% -2,221 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 33,188 $1.06M 0.02% +863 13F-HR Timeline Orca Investment Management, LLC More: the full row for Orca Investment Management, LLC 33,148 $1.06M 0.77% -338 13F-HR Timeline TCW GROUP INC in group TCW GROUP INC More: the full row for TCW GROUP INC 33,070 $1.06M 0.01% +579 13F-HR Timeline Group Hardy Reed LLC More: the full row for Hardy Reed LLC 33,005 $1.06M 0.07% +89 13F-HR Timeline CAHILL FINANCIAL ADVISORS INC More: the full row for CAHILL FINANCIAL ADVISORS INC 32,579 $1.04M 0.1% -998 13F-HR Timeline Laird Norton Wetherby Trust Company, LLC in group Laird Norton Wetherby Trust C… More: the full row for Laird Norton Wetherby Trust Company, LLC 32,281 $1.03M 0.02% -1,165 13F-HR Timeline Group Quadcap Wealth Management, LLC More: the full row for Quadcap Wealth Management, LLC 32,127 $1.03M 0.1% +224 13F-HR Timeline Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 32,096 $1.03M 0.05% -121 13F-HR Timeline Group DOLIVER ADVISORS, LP More: the full row for DOLIVER ADVISORS, LP 32,058 $1.02M 0.23% -1,268 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 32,046 $1.02M 0.02% +5,042 13F-HR Timeline NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 32,001 $1.02M 0.08% +2,128 13F-HR Timeline Gilbert & Cook, Inc. More: the full row for Gilbert & Cook, Inc. 31,873 $1.02M 0.12% +206 13F-HR Timeline GREAT VALLEY ADVISOR GROUP, INC. in group GREAT VALLEY ADVISOR GROUP, I… More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 31,780 $1.02M 0.02% -358 13F-HR Timeline Group PARADIGM ASSET MANAGEMENT CO LLC More: the full row for PARADIGM ASSET MANAGEMENT CO LLC 31,700 $1.01M 0.22% +22,200 13F-HR Timeline Numerai GP LLC More: the full row for Numerai GP LLC 31,644 $1.01M 0.08% -61,504 13F-HR Timeline TRUST CO OF OKLAHOMA More: the full row for TRUST CO OF OKLAHOMA 31,643 $1.01M 0.26% -217 13F-HR Timeline UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT… More: the full row for UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT CO 31,540 $1.01M 0.12% new 13F-HR Timeline Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 31,527 $1.01M 0.03% +1,861 13F-HR Timeline McGlone Suttner Wealth Management, Inc. More: the full row for McGlone Suttner Wealth Management, Inc. 31,421 $1M 0.12% +3,028 13F-HR Timeline Pine Valley Investments Ltd Liability Co More: the full row for Pine Valley Investments Ltd Liability Co 31,354 $1M 0.04% +1,220 13F-HR Timeline Carlton Hofferkamp & Jenks Wealth Manag… More: the full row for Carlton Hofferkamp & Jenks Wealth Management, LLC 30,789 $1M 0.32% -843 13F-HR Timeline HOEY INVESTMENTS, INC More: the full row for HOEY INVESTMENTS, INC 31,108 $995K 0.13% -1,089 13F-HR Timeline WADDELL & ASSOCIATES, LLC More: the full row for WADDELL & ASSOCIATES, LLC 31,011 $991K 0.05% -2,668 13F-HR Timeline CHICAGO TRUST Co NA More: the full row for CHICAGO TRUST Co NA 31,003 $991K 0.14% +2,243 13F-HR Timeline United Advisor Group, LLC More: the full row for United Advisor Group, LLC 30,848 $986K 0.1% -160 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 30,501 $975K 0.07% -200 13F-HR Timeline FELL CAPITAL MANAGEMENT /ADV More: the full row for FELL CAPITAL MANAGEMENT /ADV 30,400 $972K 0.82% 0 13F-HR Timeline San Luis Wealth Advisors LLC More: the full row for San Luis Wealth Advisors LLC 30,338 $970K 0.15% -4,631 13F-HR Timeline Wealth Architects, LLC More: the full row for Wealth Architects, LLC 30,328 $970K 0.08% +65 13F-HR Timeline Aigen Investment Management, LP More: the full row for Aigen Investment Management, LP 30,229 $966K 0.26% new 13F-HR Timeline Parcion Private Wealth LLC More: the full row for Parcion Private Wealth LLC 30,211 $966K 0.05% +1,259 13F-HR Timeline Frec Markets, Inc. in group Frec Markets, Inc. More: the full row for Frec Markets, Inc. 30,067 $961K 0.09% +13,547 13F-HR Timeline Group WALTER & KEENAN WEALTH MANAGEMENT LLC /… More: the full row for WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV 30,057 $961K 0.24% +39 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 30,144 $957K 0.05% -2,743 13F-HR Timeline MILESTONE ASSET MANAGEMENT, LLC More: the full row for MILESTONE ASSET MANAGEMENT, LLC 29,910 $956K 0.15% +1,048 13F-HR Timeline BIP Wealth, LLC More: the full row for BIP Wealth, LLC 29,754 $951K 0.03% -10,303 13F-HR Timeline CHAPIN DAVIS, INC. More: the full row for CHAPIN DAVIS, INC. 29,503 $943K 0.17% +21 13F-HR Timeline Fulcrum Asset Management LLP More: the full row for Fulcrum Asset Management LLP 29,151 $941K 0.09% 0 13F-HR Timeline Pacific Center for Financial Services More: the full row for Pacific Center for Financial Services 29,244 $935K 0.21% +144 13F-HR Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 29,154 $932K 0.03% -437 13F-HR Timeline XXI WEALTH, LLC More: the full row for XXI WEALTH, LLC 29,082 $930K 0.43% +1,571 13F-HR Timeline International Private Wealth Advisors L… More: the full row for International Private Wealth Advisors LLC 29,058 $929K 0.48% +3,077 13F-HR Timeline DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 28,902 $924K 0.01% -343 13F-HR Timeline WILLIAM JOHN SEMPOLINSKI More: the full row for WILLIAM JOHN SEMPOLINSKI 28,600 $914K 0.37% -515 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 28,541 $912K 0.01% +343 13F-HR Timeline Camelot Portfolios, LLC More: the full row for Camelot Portfolios, LLC 28,387 $908K 0.64% -113 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 28,298 $905K 0.05% -97 13F-HR Timeline SIG BROKERAGE, LP More: the full row for SIG BROKERAGE, LP 28,286 $904K 0.14% new 13F-HR Timeline MITCHELL MCLEOD PUGH & WILLIAMS INC More: the full row for MITCHELL MCLEOD PUGH & WILLIAMS INC 28,256 $903K 0.11% +13,712 13F-HR Timeline Altus Wealth Group LLC More: the full row for Altus Wealth Group LLC 28,233 $903K 0.33% +461 13F-HR Timeline EVOLVE PRIVATE WEALTH, LLC More: the full row for EVOLVE PRIVATE WEALTH, LLC 28,232 $903K 0.06% -22,726 13F-HR Timeline ASPIRIANT, LLC More: the full row for ASPIRIANT, LLC 28,142 $900K 0.02% +4,155 13F-HR Timeline Silvant Capital Management LLC More: the full row for Silvant Capital Management LLC 28,071 $897K 0.03% 0 13F-HR Timeline ADVISORS MANAGEMENT GROUP INC /ADV More: the full row for ADVISORS MANAGEMENT GROUP INC /ADV 27,887 $891K 0.15% +13 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 27,784 $888K 0.01% +112 13F-HR Timeline Group SEGALL BRYANT & HAMILL, LLC More: the full row for SEGALL BRYANT & HAMILL, LLC 27,751 $887K 0.01% -57,938 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 27,744 $887K 0.04% +7,083 13F-HR Timeline GRIFFIN ASSET MANAGEMENT, INC. More: the full row for GRIFFIN ASSET MANAGEMENT, INC. 27,735 $887K 0.09% +14 13F-HR Timeline INVESTORS ASSET MANAGEMENT OF GEORGIA I… More: the full row for INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV 27,640 $884K 0.31% 0 13F-HR Timeline AlphaGrep UK Ltd More: the full row for AlphaGrep UK Ltd 27,586 $882K 0.27% +17,506 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 27,565 $881K 0.01% -591 13F-HR Timeline Group JMAC ENTERPRISES LLC More: the full row for JMAC ENTERPRISES LLC 27,500 $879K 0.15% -6,000 13F-HR Timeline O'ROURKE & COMPANY, Inc More: the full row for O'ROURKE & COMPANY, Inc 27,059 $865K 0.3% -1,071 13F-HR Timeline Ascentis Wealth Management, LLC group of 2 filers holding More: the full row for Ascentis Wealth Management, LLC 26,937 $861K -33,949 Timeline Amova Asset Management Americas, Inc. in group Amova Asset Management Americ… More: the full row for Amova Asset Management Americas, Inc. 26,842 $858K 0.01% +220 13F-HR Timeline Group Core Capital Management & Research, inc. More: the full row for Core Capital Management & Research, inc. 27,633 $856K 0.45% 13F-HR Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 26,633 $851K 0.04% -1,231 13F-HR Timeline MASSACHUSETTS FINANCIAL SERVICES CO /MA/ in group MASSACHUSETTS FINANCIAL SERVI… More: the full row for MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 30,329 $850K <0.01% +16,100 13F-HR Timeline Group Redwood Investment Management, LLC in group Redwood Investment Management… More: the full row for Redwood Investment Management, LLC 26,521 $848K 0.08% +2,622 13F-HR Timeline Group Traynor Capital Management, Inc. More: the full row for Traynor Capital Management, Inc. 26,505 $847K 0.04% -2,291 13F-HR Timeline Investment Partners Asset Management, I… More: the full row for Investment Partners Asset Management, Inc. 26,425 $845K 0.47% -183 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 26,114 $835K 0.08% +1 13F-HR Timeline 111 Capital More: the full row for 111 Capital 26,110 $835K 0.14% +7,723 13F-HR Timeline Busey Bank More: the full row for Busey Bank 26,024 $832K 0.02% +246 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 25,659 $828K 0.03% 0 13F-HR Timeline BFSG, LLC More: the full row for BFSG, LLC 25,874 $827K 0.07% +88 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 25,860 $827K <0.01% +12,216 13F-HR Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 25,779 $824K 0.07% +19,669 13F-HR Timeline Herold Advisors, Inc. More: the full row for Herold Advisors, Inc. 25,692 $824K 0.16% +162 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 25,746 $823K 0.02% -3,693 13F-HR Timeline Group Cordoba Advisory Partners LLC More: the full row for Cordoba Advisory Partners LLC 25,714 $822K 0.17% +160 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 25,674 $821K 0.02% +170 13F-HR Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 25,575 $818K 0.03% +4,701 13F-HR Timeline Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 25,448 $814K 0.02% 0 13F-HR Timeline iSAM Funds (UK) Ltd in group iSAM Funds (UK) Ltd More: the full row for iSAM Funds (UK) Ltd 25,400 $812K 0.57% new 13F-HR Timeline Group CURA WEALTH ADVISORS, LLC More: the full row for CURA WEALTH ADVISORS, LLC 25,273 $808K 0.34% +651 13F-HR Timeline Truepoint, Inc. More: the full row for Truepoint, Inc. 25,215 $806K 0.02% +108 13F-HR Timeline PANAGORA ASSET MANAGEMENT INC More: the full row for PANAGORA ASSET MANAGEMENT INC 25,128 $803K <0.01% -146,196 13F-HR Timeline Fruth Investment Management More: the full row for Fruth Investment Management 25,037 $800K 0.19% 0 13F-HR Timeline Aull & Monroe Investment Management Corp More: the full row for Aull & Monroe Investment Management Corp 24,795 $793K 0.33% -25 13F-HR Timeline BOSTON FAMILY OFFICE LLC More: the full row for BOSTON FAMILY OFFICE LLC 24,732 $791K 0.05% -2,183 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 24,672 $789K 0.05% -479 13F-HR Timeline Resurgent Financial Advisors LLC More: the full row for Resurgent Financial Advisors LLC 24,515 $784K 0.22% +1,883 13F-HR Timeline Parrish Capital LLC More: the full row for Parrish Capital LLC 24,464 $782K 0.75% -4,779 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 24,425 $781K 0.01% +1,206 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 24,369 $779K 0.02% -4,781 13F-HR Timeline VAQUERO PRIVATE WEALTH, LTD More: the full row for VAQUERO PRIVATE WEALTH, LTD 24,159 $772K 0.16% 13F-HR Timeline Oak Thistle LLC More: the full row for Oak Thistle LLC 24,108 $771K 0.07% new 13F-HR Timeline ADKINS SEALE CAPITAL MANAGEMENT LLC More: the full row for ADKINS SEALE CAPITAL MANAGEMENT LLC 24,063 $769K 0.68% -473 13F-HR Timeline CX Institutional More: the full row for CX Institutional 24,011 $768K 0.02% -3,130 13F-HR Timeline Madison Park Capital Advisors, LLC More: the full row for Madison Park Capital Advisors, LLC 2,150 $760K 0.54% -16,308 13F-HR Timeline MARIETTA INVESTMENT PARTNERS LLC More: the full row for MARIETTA INVESTMENT PARTNERS LLC 23,700 $758K 0.13% 0 13F-HR Timeline Autumn Glory Partners, LLC More: the full row for Autumn Glory Partners, LLC 23,553 $753K 0.21% +16 13F-HR Timeline OMC Financial Services LTD More: the full row for OMC Financial Services LTD 23,548 $753K 0.25% 0 13F-HR Timeline 1900 WEALTH MANAGEMENT LLC More: the full row for 1900 WEALTH MANAGEMENT LLC 23,428 $749K 0.04% +1,898 13F-HR Timeline Aurdan Capital Management, LLC More: the full row for Aurdan Capital Management, LLC 23,369 $747K 0.19% -22 13F-HR Timeline Alteri Wealth LLC More: the full row for Alteri Wealth LLC 23,130 $739K 0.2% +915 13F-HR Timeline Sivia Capital Partners, LLC More: the full row for Sivia Capital Partners, LLC 23,078 $738K 0.09% -4,748 13F-HR Timeline SteelPeak Wealth, LLC More: the full row for SteelPeak Wealth, LLC 23,040 $737K 0.02% -3,146 13F-HR Timeline BRAVE ASSET MANAGEMENT INC More: the full row for BRAVE ASSET MANAGEMENT INC 23,000 $735K 0.16% -500 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 22,949 $734K 0.01% +640 13F-HR Timeline Invst, LLC More: the full row for Invst, LLC 22,939 $733K 0.07% -233 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 22,702 $726K 0.01% +1,109 13F-HR Timeline PEAK FINANCIAL ADVISORS LLC More: the full row for PEAK FINANCIAL ADVISORS LLC 22,610 $723K 0.3% -771 13F-HR Timeline Addis & Hill, Inc More: the full row for Addis & Hill, Inc 22,598 $722K 0.4% 0 13F-HR Timeline ABC ARBITRAGE SA in group ABC ARBITRAGE SA More: the full row for ABC ARBITRAGE SA 22,596 $722K 0.08% new 13F-HR Timeline Group HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 22,612 $722K 0.19% 0 13F-HR Timeline TITLEIST ASSET MANAGEMENT, LLC More: the full row for TITLEIST ASSET MANAGEMENT, LLC 22,460 $718K 0.05% -2,305 13F-HR Timeline Alphadyne Asset Management LP More: the full row for Alphadyne Asset Management LP 22,379 $715K 0.03% +5,455 13F-HR Timeline ODDO BHF ASSET MANAGEMENT SAS More: the full row for ODDO BHF ASSET MANAGEMENT SAS 22,332 $714K 0.03% -3,824 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Empirical Financial Services, LLC d.b.a… More: the full row for Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 22,330 $714K 0.01% +2,226 13F-HR Timeline RKL Wealth Management LLC More: the full row for RKL Wealth Management LLC 22,296 $713K 0.06% -2,632 13F-HR Timeline Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 22,247 $711K 0.05% -1,106 13F-HR Timeline RDA Financial Network More: the full row for RDA Financial Network 22,226 $711K 0.15% -11,923 13F-HR Timeline Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 22,173 $709K 0.04% +2,154 13F-HR Timeline Old North State Trust, LLC More: the full row for Old North State Trust, LLC 22,143 $708K 0.36% 0 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 22,140 $708K 0.07% -7,694 13F-HR Timeline Aquatic Capital Management LLC More: the full row for Aquatic Capital Management LLC 22,138 $708K 0.02% new 13F-HR Timeline Diligent Investors, LLC More: the full row for Diligent Investors, LLC 21,943 $702K 0.16% -204 13F-HR Timeline M Holdings Securities, Inc. More: the full row for M Holdings Securities, Inc. 21,773 $701K 0.1% +24 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 21,912 $701K 0.02% -4,861 13F-HR Timeline Group Trinity Legacy Partners, LLC More: the full row for Trinity Legacy Partners, LLC 21,439 $698K 0.14% -4,053 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 21,808 $697K 0.05% -15 13F-HR Timeline Welch Group, LLC More: the full row for Welch Group, LLC 21,803 $697K 0.02% -1,000 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 21,556 $689K 0.04% -143 13F-HR Timeline QTR Family Wealth, LLC More: the full row for QTR Family Wealth, LLC 21,470 $686K 0.24% +2,561 13F-HR Timeline Xcelsior Advisor Partners LLC More: the full row for Xcelsior Advisor Partners LLC 21,468 $686K 0.09% new 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 21,442 $685K 0.09% +168 13F-HR Timeline Probity Advisors, Inc. More: the full row for Probity Advisors, Inc. 21,412 $685K 0.1% -9 13F-HR Timeline THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 21,379 $683K 0.03% +3,549 13F-HR Timeline LONGFELLOW INVESTMENT MANAGEMENT CO LLC More: the full row for LONGFELLOW INVESTMENT MANAGEMENT CO LLC 21,359 $683K 0.14% 0 13F-HR Timeline Nordwand Advisors, LLC More: the full row for Nordwand Advisors, LLC 21,350 $683K 0.1% 0 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 21,333 $682K 0.04% +3,299 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 21,231 $679K 0.02% +1,996 13F-HR Timeline NOVEM GROUP More: the full row for NOVEM GROUP 21,168 $677K 0.07% -472 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 21,103 $675K 0.03% -238 13F-HR Timeline Arista Wealth Management, LLC More: the full row for Arista Wealth Management, LLC 21,043 $673K 0.07% +34 13F-HR Timeline FLC Capital Advisors More: the full row for FLC Capital Advisors 20,999 $671K 0.11% 0 13F-HR Timeline Applied Capital LLC/FL More: the full row for Applied Capital LLC/FL 20,949 $670K 0.45% 0 13F-HR Timeline Corsicana & Co. More: the full row for Corsicana & Co. 20,865 $667K 0.32% 0 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 20,745 $663K 0.02% -183 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 20,721 $662K 0.02% +163 13F-HR Timeline PIN OAK INVESTMENT ADVISORS INC More: the full row for PIN OAK INVESTMENT ADVISORS INC 20,710 $662K 0.47% -928 13F-HR/A Timeline Willis Johnson & Associates, Inc. More: the full row for Willis Johnson & Associates, Inc. 20,643 $660K 0.04% -1,114 13F-HR Timeline Vigil Wealth Management, LLC More: the full row for Vigil Wealth Management, LLC 20,600 $659K 0.47% 0 13F-HR Timeline SUMITOMO LIFE INSURANCE CO More: the full row for SUMITOMO LIFE INSURANCE CO 20,592 $658K 0.01% -400 13F-HR Timeline Associated Banc-Corp in group Associated Banc-Corp More: the full row for Associated Banc-Corp 20,532 $656K 0.02% +6 13F-HR Timeline Group BOWEN HANES & CO INC More: the full row for BOWEN HANES & CO INC 19,575 $656K 0.02% 0 13F-HR Timeline CWS Financial Advisors, LLC More: the full row for CWS Financial Advisors, LLC 20,493 $655K 0.15% +3,208 13F-HR Timeline BEACON INVESTMENT ADVISORS LLC More: the full row for BEACON INVESTMENT ADVISORS LLC 20,453 $654K 0.21% 0 13F-HR Timeline Z3 Capital Partners, LLC More: the full row for Z3 Capital Partners, LLC 20,378 $651K 0.14% -300 13F-HR Timeline VEGA INVESTMENT SOLUTIONS More: the full row for VEGA INVESTMENT SOLUTIONS 20,353 $651K 0.09% +9,587 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 20,330 $650K 0.05% +3,183 13F-HR Timeline Group Crews Bank & Trust More: the full row for Crews Bank & Trust 20,307 $649K 0.08% +406 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 20,253 $647K 0.01% +12,847 13F-HR Timeline Shoker Investment Counsel, Inc. More: the full row for Shoker Investment Counsel, Inc. 20,186 $645K 0.16% +177 13F-HR Timeline Cynosure Group, LLC More: the full row for Cynosure Group, LLC 19,881 $636K 0.1% new 13F-HR Timeline PATTEN & PATTEN INC/TN More: the full row for PATTEN & PATTEN INC/TN 19,770 $632K 0.03% -171 13F-HR Timeline Huntleigh Advisors, Inc. More: the full row for Huntleigh Advisors, Inc. 19,651 $628K 0.09% -1,274 13F-HR Timeline SITTNER & NELSON, LLC More: the full row for SITTNER & NELSON, LLC 19,605 $627K 0.2% +20 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 19,539 $625K 0.01% +842 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 19,493 $623K 0.03% +190 13F-HR Timeline SACKS & ASSOCIATES, LLC More: the full row for SACKS & ASSOCIATES, LLC 19,273 $620K 0.42% 0 13F-HR Timeline MCCARTER PRIVATE WEALTH SERVICES LLC More: the full row for MCCARTER PRIVATE WEALTH SERVICES LLC 19,393 $620K 0.21% +1,265 13F-HR Timeline Clarus Group, Inc. More: the full row for Clarus Group, Inc. 19,387 $620K 0.21% +46 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 19,197 $619K 0.03% +2,367 13F-HR Timeline LAKE STREET PRIVATE WEALTH, LLC More: the full row for LAKE STREET PRIVATE WEALTH, LLC 19,354 $619K 0.07% -401 13F-HR Timeline Hickory Point Bank & Trust More: the full row for Hickory Point Bank & Trust 19,332 $618K 0.37% 0 13F-HR Timeline COMPASS FINANCIAL MANAGEMENT LLC More: the full row for COMPASS FINANCIAL MANAGEMENT LLC 19,661 $618K 0.08% 13F-HR Timeline Clark Capital Management Group, Inc. 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