Smithfield Trust Co More: the full row for Smithfield Trust Co 2,288 $482K 0.02% -274 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 2,274 $478K 0.01% +13 13F-HR Timeline Group Capital Advisors Wealth Management, LLC More: the full row for Capital Advisors Wealth Management, LLC 2,273 $478K 0.09% +247 13F-HR Timeline HUNTER ASSOCIATES INVESTMENT MANAGEMENT… More: the full row for HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC 2,247 $471K 0.07% +57 13F-HR Timeline Pathway Financial Advisors LLC More: the full row for Pathway Financial Advisors LLC 2,215 $466K 0.11% 0 13F-HR Timeline LEE DANNER & BASS INC More: the full row for LEE DANNER & BASS INC 2,212 $465K 0.04% -36 13F-HR Timeline WASHINGTON CAPITAL MANAGEMENT, INC More: the full row for WASHINGTON CAPITAL MANAGEMENT, INC 2,205 $464K 0.37% -2,625 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 2,174 $457K 0.01% -15 13F-HR Timeline Biltmore Family Office, LLC More: the full row for Biltmore Family Office, LLC 2,172 $457K 0.08% 0 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 2,163 $455K 0.01% -4 13F-HR Timeline EARNEST PARTNERS LLC More: the full row for EARNEST PARTNERS LLC 2,157 $454K <0.01% 0 13F-HR Timeline OXFORD ASSET MANAGEMENT LLP More: the full row for OXFORD ASSET MANAGEMENT LLP 2,132 $448K 0.21% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Analyst IMS Investment Management Servi… in group Analyst IMS Investment Manage… More: the full row for Analyst IMS Investment Management Services Ltd. 2,126 $447K 0.02% 0 13F-HR Timeline Group Whitener Capital Management, Inc. More: the full row for Whitener Capital Management, Inc. 2,123 $446K 0.13% +88 13F-HR Timeline Severin Investments, LLC More: the full row for Severin Investments, LLC 2,117 $445K 0.44% 13F-HR Timeline Peachtree Investment Partners, LLC More: the full row for Peachtree Investment Partners, LLC 2,107 $443K 0.17% -442 13F-HR Timeline AdviceOne Advisory Services, LLC More: the full row for AdviceOne Advisory Services, LLC 2,086 $439K 0.39% 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 2,084 $438K 0.01% -576 13F-HR Timeline Wealth Quarterback LLC More: the full row for Wealth Quarterback LLC 2,078 $437K 0.21% +84 13F-HR Timeline Texas Capital Bancshares Inc/TX More: the full row for Texas Capital Bancshares Inc/TX 2,063 $434K 0.17% -12 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 2,045 $430K 0.03% -25 13F-HR Timeline Arete Wealth Advisors, LLC More: the full row for Arete Wealth Advisors, LLC 2,038 $427K 0.03% +169 13F-HR Timeline Disciplined Investors, L.L.C. More: the full row for Disciplined Investors, L.L.C. 1,989 $426K 0.41% 13F-HR Timeline Fort Point Capital Partners LLC More: the full row for Fort Point Capital Partners LLC 2,023 $425K 0.05% -13 13F-HR Timeline FAIRFIELD, BUSH & CO. More: the full row for FAIRFIELD, BUSH & CO. 2,022 $425K 0.25% +270 13F-HR Timeline Triad Wealth Partners, LLC More: the full row for Triad Wealth Partners, LLC 2,022 $425K 0.15% new 13F-HR Timeline SYNOVUS FINANCIAL CORP More: the full row for SYNOVUS FINANCIAL CORP 2,019 $425K 0.01% -4,715 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 2,021 $425K 0.01% -17 13F-HR Timeline PROFUND ADVISORS LLC More: the full row for PROFUND ADVISORS LLC 2,015 $424K 0.02% -413 13F-HR Timeline Creegan & Nassoura Financial Group, LLC More: the full row for Creegan & Nassoura Financial Group, LLC 2,013 $423K 0.28% 0 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 2,011 $423K 0.02% new 13F-HR Timeline SCHULHOFF & CO INC More: the full row for SCHULHOFF & CO INC 2,005 $422K 0.15% +10 13F-HR Timeline LONGFELLOW INVESTMENT MANAGEMENT CO LLC More: the full row for LONGFELLOW INVESTMENT MANAGEMENT CO LLC 2,001 $421K 0.11% -126 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 1,989 $418K 0.01% -462 13F-HR/A Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 1,978 $416K 0.01% -5 13F-HR Timeline Brown Financial Advisors More: the full row for Brown Financial Advisors 1,962 $413K 0.17% +91 13F-HR Timeline Northstar Financial Companies, Inc. More: the full row for Northstar Financial Companies, Inc. 1,957 $411K 0.39% 13F-HR Timeline GSA CAPITAL PARTNERS LLP More: the full row for GSA CAPITAL PARTNERS LLP 1,940 $408K 0.03% new 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 1,938 $408K 0.07% -26 13F-HR Timeline Group BUILDER INVESTMENT GROUP INC /ADV More: the full row for BUILDER INVESTMENT GROUP INC /ADV 1,940 $408K 0.11% 0 13F-HR Timeline Victrix Investment Advisors More: the full row for Victrix Investment Advisors 1,938 $407K 0.29% 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 1,938 $407K 0.02% +1,114 13F-HR Timeline Group Klingman & Associates, LLC More: the full row for Klingman & Associates, LLC 1,933 $406K 0.02% +53 13F-HR Timeline Forza Wealth Management, LLC More: the full row for Forza Wealth Management, LLC 1,931 $406K 0.18% -165 13F-HR Timeline Hurlow Wealth Management Group, Inc. More: the full row for Hurlow Wealth Management Group, Inc. 1,930 $406K 0.13% +1 13F-HR Timeline CRUX WEALTH ADVISORS More: the full row for CRUX WEALTH ADVISORS 1,930 $406K 0.23% 13F-HR Timeline NOVEM GROUP More: the full row for NOVEM GROUP 1,920 $404K 0.06% 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 1,913 $402K 0.01% -65 13F-HR Timeline W.G. Shaheen & Associates DBA Whitney &… More: the full row for W.G. Shaheen & Associates DBA Whitney & Co 1,910 $402K 0.04% 0 13F-HR Timeline Cornell Pochily Investment Advisors, In… More: the full row for Cornell Pochily Investment Advisors, Inc. 1,910 $402K 0.14% -160 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 1,909 $401K 0.08% -5 13F-HR Timeline D.B. Root & Company, LLC More: the full row for D.B. Root & Company, LLC 1,903 $400K 0.13% -692 13F-HR Timeline Werlinich Asset Management, LLC More: the full row for Werlinich Asset Management, LLC 1,910 $399K 0.23% 0 13F-HR Timeline Copley Financial Group, Inc. More: the full row for Copley Financial Group, Inc. 1,884 $396K 0.3% -3 13F-HR Timeline Crescent Sterling, Ltd. More: the full row for Crescent Sterling, Ltd. 1,870 $393K 0.4% 0 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 1,860 $391K 0.01% +201 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 1,850 $389K 0.01% +1,182 13F-HR Timeline Ameritas Investment Partners, Inc. in group Ameritas Investment Partners,… More: the full row for Ameritas Investment Partners, Inc. 1,848 $389K 0.01% -74 13F-HR Timeline Group Evelyn Partners Investment Management (… More: the full row for Evelyn Partners Investment Management (Europe) Ltd 1,826 $384K 0.14% 13F-HR Timeline FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 1,824 $384K 0.03% +45 13F-HR Timeline PEDDOCK CAPITAL ADVISORS, LLC More: the full row for PEDDOCK CAPITAL ADVISORS, LLC 1,817 $382K 0.09% 0 13F-HR Timeline XTX Topco Ltd in group XTX Topco Ltd More: the full row for XTX Topco Ltd 1,810 $381K 0.03% new 13F-HR Timeline Group TUCKER ASSET MANAGEMENT LLC More: the full row for TUCKER ASSET MANAGEMENT LLC 1,810 $381K 0.04% -362 13F-HR Timeline DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 1,802 $379K 0.01% +711 13F-HR Timeline Sandhill Capital Partners LLC More: the full row for Sandhill Capital Partners LLC 1,800 $379K 0.03% 0 13F-HR Timeline E&G Advisors, LLC More: the full row for E&G Advisors, LLC 1,797 $378K 0.1% 0 13F-HR Timeline FOURPATH CAPITAL MANAGEMENT, LLC More: the full row for FOURPATH CAPITAL MANAGEMENT, LLC 1,788 $376K 0.07% -10 13F-HR Timeline Compass Wealth Management LLC More: the full row for Compass Wealth Management LLC 1,787 $376K 0.09% 0 13F-HR Timeline Atala Financial Inc More: the full row for Atala Financial Inc 1,787 $376K 0.26% 13F-HR Timeline SHERBROOKE PARK ADVISERS LLC More: the full row for SHERBROOKE PARK ADVISERS LLC 1,785 $375K 0.12% new 13F-HR Timeline Florida Trust Wealth Management Co More: the full row for Florida Trust Wealth Management Co 1,782 $375K 0.01% +415 13F-HR Timeline Pine Valley Investments Ltd Liability Co More: the full row for Pine Valley Investments Ltd Liability Co 1,779 $374K 0.02% -9 13F-HR Timeline Texas Yale Capital Corp. More: the full row for Texas Yale Capital Corp. 1,775 $373K 0.02% +40 13F-HR Timeline STEVENS CAPITAL MANAGEMENT LP More: the full row for STEVENS CAPITAL MANAGEMENT LP 1,776 $373K 0.15% new 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 1,765 $371K 0.02% +228 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 1,755 $369K 0.04% +74 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 1,725 $367K 0.04% -36 13F-HR Timeline HOLDERNESS INVESTMENTS CO More: the full row for HOLDERNESS INVESTMENTS CO 1,745 $367K 0.08% -10 13F-HR Timeline Horan Capital Advisors, LLC. More: the full row for Horan Capital Advisors, LLC. 1,744 $367K 0.12% new 13F-HR Timeline Fiera Capital Corp in group Fiera Capital Corp More: the full row for Fiera Capital Corp 1,728 $363K <0.01% -569 13F-HR Timeline Group Avantax Planning Partners, Inc. More: the full row for Avantax Planning Partners, Inc. 1,721 $362K 0.01% -122 13F-HR Timeline Riverwater Partners LLC More: the full row for Riverwater Partners LLC 1,719 $361K 0.18% -65 13F-HR Timeline Zullo Investment Group, Inc. More: the full row for Zullo Investment Group, Inc. 1,717 $361K 0.15% +54 13F-HR Timeline Peterson Wealth Services More: the full row for Peterson Wealth Services 1,709 $359K 0.11% +153 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 1,678 $353K 0.02% +295 13F-HR Timeline Group Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 1,672 $352K 0.04% new 13F-HR Timeline EAGLE HARBOR ASSET MANAGEMENT INC /ADV More: the full row for EAGLE HARBOR ASSET MANAGEMENT INC /ADV 1,660 $349K 0.35% 0 13F-HR Timeline Lindbrook Capital, LLC More: the full row for Lindbrook Capital, LLC 1,656 $348K 0.03% -24 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 1,638 $345K 0.03% +18 13F-HR Timeline Veltria Advisors Corp. More: the full row for Veltria Advisors Corp. 1,629 $343K 0.14% -275 13F-HR Timeline Optas, LLC More: the full row for Optas, LLC 1,627 $342K 0.07% +245 13F-HR Timeline OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 1,625 $342K 0.01% -254 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 1,625 $342K -148 Timeline Arcataur Capital Management LLC More: the full row for Arcataur Capital Management LLC 1,623 $341K 0.12% -15 13F-HR Timeline CW Advisors, LLC More: the full row for CW Advisors, LLC 1,621 $341K <0.01% +498 13F-HR Timeline PITCAIRN CO in group PITCAIRN CO More: the full row for PITCAIRN CO 1,613 $339K 0.02% +16 13F-HR Timeline Group NEW WAVE WEALTH ADVISORS LLC More: the full row for NEW WAVE WEALTH ADVISORS LLC 1,612 $339K 0.14% -38 13F-HR Timeline STRATEGY ASSET MANAGERS LLC More: the full row for STRATEGY ASSET MANAGERS LLC 1,611 $339K 0.07% +25 13F-HR Timeline DJE Kapital AG More: the full row for DJE Kapital AG 1,610 $339K 0.01% 13F-HR Timeline Quarry LP More: the full row for Quarry LP 1,609 $338K 0.07% -659 13F-HR Timeline CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 1,608 $338K 0.06% -7 13F-HR Timeline Bleichroeder LP More: the full row for Bleichroeder LP 1,600 $336K 0.08% 0 13F-HR Timeline Westbourne Investment Advisors, Inc. More: the full row for Westbourne Investment Advisors, Inc. 1,600 $336K 0.11% 0 13F-HR Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 1,594 $335K 0.13% +404 13F-HR Timeline WENDELL DAVID ASSOCIATES INC More: the full row for WENDELL DAVID ASSOCIATES INC 1,595 $335K 0.03% 0 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 1,586 $334K 0.01% +24 13F-HR Timeline Group Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 1,585 $333K 0.07% -20 13F-HR Timeline Group Sky Investment Group LLC More: the full row for Sky Investment Group LLC 1,584 $333K 0.06% +81 13F-HR Timeline EntryPoint Capital, LLC More: the full row for EntryPoint Capital, LLC 1,579 $332K 0.14% -313 13F-HR Timeline DONALDSON CAPITAL MANAGEMENT, LLC More: the full row for DONALDSON CAPITAL MANAGEMENT, LLC 1,575 $331K 0.01% -6 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 1,571 $330K 0.01% +96 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Trivium Point Advisory, LLC More: the full row for Trivium Point Advisory, LLC 1,569 $330K 0.04% +512 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 1,568 $330K 0.04% 0 13F-HR Timeline Marex Group Ltd in group Marex Group Ltd More: the full row for Marex Group Ltd 1,564 $329K 0.01% new 13F-HR Timeline Group Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 1,561 $328K 0.05% +51 13F-HR Timeline Phoenix Wealth Advisors More: the full row for Phoenix Wealth Advisors 1,553 $327K 0.14% -18 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 1,553 $327K 0.04% -23 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 1,548 $326K 0.01% 0 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 1,531 $322K 0.01% +23 13F-HR Timeline Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 1,528 $321K <0.01% -27 13F-HR Timeline RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 1,527 $321K 0.01% -65 13F-HR Timeline CIDEL ASSET MANAGEMENT INC More: the full row for CIDEL ASSET MANAGEMENT INC 1,523 $320K 0.02% 0 13F-HR Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 1,522 $320K 0.03% +42 13F-HR Timeline New World Advisors LLC More: the full row for New World Advisors LLC 1,520 $320K 0.08% -150 13F-HR Timeline Cravens & Co Advisors, LLC More: the full row for Cravens & Co Advisors, LLC 1,519 $319K 0.24% 0 13F-HR Timeline Safeguard Investment Advisory Group, LLC More: the full row for Safeguard Investment Advisory Group, LLC 1,507 $317K 0.09% +3 13F-HR Timeline Salvus Wealth Management, LLC More: the full row for Salvus Wealth Management, LLC 1,506 $317K 0.2% new 13F-HR Timeline LVW Advisors, LLC More: the full row for LVW Advisors, LLC 1,502 $316K 0.04% -6 13F-HR Timeline SEARLE & CO. More: the full row for SEARLE & CO. 1,500 $315K 0.09% 0 13F-HR Timeline CSS LLC/IL More: the full row for CSS LLC/IL 1,500 $315K 0.02% new 13F-HR Timeline UHLMANN PRICE SECURITIES, LLC More: the full row for UHLMANN PRICE SECURITIES, LLC 1,497 $315K 0.24% +4 13F-HR Timeline Avestar Capital, LLC More: the full row for Avestar Capital, LLC 1,485 $312K 0.03% +230 13F-HR Timeline Kendall Capital Management More: the full row for Kendall Capital Management 1,485 $312K 0.09% -225 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 1,483 $312K 0.01% +76 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 1,466 $308K 0.02% -3,365 13F-HR Timeline Group FIRST NATIONAL BANK & TRUST CO OF NEWTO… More: the full row for FIRST NATIONAL BANK & TRUST CO OF NEWTOWN 1,464 $308K 0.06% 0 13F-HR Timeline AVITY INVESTMENT MANAGEMENT INC. More: the full row for AVITY INVESTMENT MANAGEMENT INC. 1,460 $307K 0.02% -225 13F-HR Timeline Telos Capital Management, Inc. More: the full row for Telos Capital Management, Inc. 1,460 $307K 0.03% -46 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 1,452 $305K 0.02% +127 13F-HR Timeline Norway Savings Bank More: the full row for Norway Savings Bank 1,446 $304K 0.17% 0 13F-HR Timeline Gryphon Financial Partners LLC More: the full row for Gryphon Financial Partners LLC 1,441 $303K 0.04% -44 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 1,439 $303K 0.02% +224 13F-HR Timeline Balefire, LLC More: the full row for Balefire, LLC 1,459 $303K 0.1% -11 13F-HR Timeline Randall & Associates Wealth Management More: the full row for Randall & Associates Wealth Management 1,436 $302K 0.25% +77 13F-HR Timeline Cross Staff Investments Inc More: the full row for Cross Staff Investments Inc 1,432 $301K 0.21% 0 13F-HR Timeline Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 1,425 $300K 0.02% +109 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 1,424 $299K 0.01% -7 13F-HR Timeline Moran Wealth Management, LLC More: the full row for Moran Wealth Management, LLC 1,419 $298K 0.01% -19,065 13F-HR Timeline LETSON INVESTMENT MANAGEMENT, INC. More: the full row for LETSON INVESTMENT MANAGEMENT, INC. 1,419 $298K 0.12% 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 1,414 $297K 0.01% +513 13F-HR Timeline MERITAGE PORTFOLIO MANAGEMENT More: the full row for MERITAGE PORTFOLIO MANAGEMENT 1,406 $296K 0.02% 0 13F-HR Timeline Blue Fin Capital, Inc. More: the full row for Blue Fin Capital, Inc. 1,405 $295K 0.05% -78 13F-HR Timeline Summit Global Investments in group Summit Global Investments More: the full row for Summit Global Investments 1,401 $295K 0.02% -1 13F-HR Timeline Group Texas Bank & Trust Co More: the full row for Texas Bank & Trust Co 1,400 $294K 0.12% 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 1,397 $294K 0.01% +68 13F-HR Timeline RMR Wealth Builders More: the full row for RMR Wealth Builders 1,396 $294K 0.03% +6 13F-HR/A Timeline BIRMINGHAM CAPITAL MANAGEMENT CO INC/AL More: the full row for BIRMINGHAM CAPITAL MANAGEMENT CO INC/AL 1,393 $293K 0.11% -100 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 1,378 $290K 0.01% -1,268 13F-HR Timeline Integrated Capital Management, LLC More: the full row for Integrated Capital Management, LLC 1,368 $288K 0.15% +6 13F-HR Timeline Hendershot Investments Inc. More: the full row for Hendershot Investments Inc. 1,364 $287K 0.04% +15 13F-HR Timeline Marcum Wealth, LLC More: the full row for Marcum Wealth, LLC 1,361 $286K 0.02% +94 13F-HR Timeline AVENIR CORP More: the full row for AVENIR CORP 1,357 $285K 0.03% 0 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 1,352 $284K 0.01% -79 13F-HR Timeline Legacy Capital Wealth Partners, LLC More: the full row for Legacy Capital Wealth Partners, LLC 1,348 $283K 0.07% +66 13F-HR Timeline Estabrook Capital Management More: the full row for Estabrook Capital Management 1,323 $278K 0.04% 0 13F-HR Timeline SG Americas Securities, LLC More: the full row for SG Americas Securities, LLC 1,315 $277K <0.01% -1,468 13F-HR Timeline Duncan Williams Asset Management, LLC More: the full row for Duncan Williams Asset Management, LLC 1,317 $277K 0.11% 0 13F-HR Timeline LORING WOLCOTT & COOLIDGE FIDUCIARY ADV… More: the full row for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 1,240 $276K <0.01% 0 13F-HR Timeline GRIMES & Co WEALTH MANAGEMENT, LLC More: the full row for GRIMES & Co WEALTH MANAGEMENT, LLC 1,310 $276K 0.01% +79 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 1,317 $275K 0.03% +162 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 1,308 $275K 0.01% +297 13F-HR Timeline Group SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 1,303 $274K 0.02% +27 13F-HR Timeline Glenview Trust Co More: the full row for Glenview Trust Co 1,301 $274K 0.01% new 13F-HR Timeline GM Advisory Group, LLC More: the full row for GM Advisory Group, LLC 1,298 $273K 0.02% +74 13F-HR Timeline Stiles Financial Services Inc More: the full row for Stiles Financial Services Inc 1,285 $271K 0.1% +3 13F-HR Timeline Impact Capital Partners LLC More: the full row for Impact Capital Partners LLC 1,286 $270K 0.1% 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 1,286 $270K 0.04% +31 13F-HR Timeline FIRST MANHATTAN CO. LLC. More: the full row for FIRST MANHATTAN CO. LLC. 1,284 $270K <0.01% 0 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 1,282 $270K 0.03% +61 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 1,281 $269K 0.02% -35 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 17,989 $269K 0.03% -206 13F-HR Timeline AXA S.A. in group AXA S.A. More: the full row for AXA S.A. 1,274 $268K <0.01% -9 13F-HR Timeline Group WOODMONT INVESTMENT COUNSEL LLC More: the full row for WOODMONT INVESTMENT COUNSEL LLC 1,265 $266K 0.02% -40 13F-HR Timeline Sara-Bay Financial More: the full row for Sara-Bay Financial 1,262 $264K 0.1% +125 13F-HR Timeline Carmel Capital Partners, LLC More: the full row for Carmel Capital Partners, LLC 1,246 $262K 0.11% +9 13F-HR Timeline Seed Wealth Management, Inc. More: the full row for Seed Wealth Management, Inc. 1,245 $262K 0.21% 0 13F-HR Timeline Caprock Group, LLC More: the full row for Caprock Group, LLC 1,243 $262K 0.01% new 13F-HR Timeline Financial Advocates Investment Manageme… More: the full row for Financial Advocates Investment Management 1,242 $261K 0.01% new 13F-HR Timeline ESL Trust Services, LLC More: the full row for ESL Trust Services, LLC 1,241 $261K 0.06% new 13F-HR Timeline Howard Capital Management, LLC More: the full row for Howard Capital Management, LLC 1,234 $259K <0.01% +63 13F-HR Timeline MEANS INVESTMENT CO., INC. More: the full row for MEANS INVESTMENT CO., INC. 1,230 $259K 0.03% +215 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 1,223 $257K 0.03% +32 13F-HR Timeline Berry Wealth Group, LP More: the full row for Berry Wealth Group, LP 1,222 $257K 0.19% +34 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 1,215 $255K 0.02% +2 13F-HR Timeline CONNING INC. in group CONNING INC. More: the full row for CONNING INC. 1,214 $255K 0.01% -27 13F-HR Timeline Group Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 1,211 $255K <0.01% -178 13F-HR Timeline Group Creative Capital Management Investments… More: the full row for Creative Capital Management Investments LLC 1,210 $254K 0.11% 0 13F-HR Timeline Trust Co of the South More: the full row for Trust Co of the South 1,210 $254K 0.05% 0 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 1,205 $253K <0.01% -948 13F-HR Timeline Aspire Private Capital, LLC More: the full row for Aspire Private Capital, LLC 1,205 $253K 0.06% +1,187 13F-HR Timeline