THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 23,376 $10.1M 0.49% +1,259 13F-HR Timeline SS&H Financial Advisors, Inc. More: the full row for SS&H Financial Advisors, Inc. 23,310 $10.1M 2.58% 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 23,255 $10.1M 0.15% +2,664 13F-HR Timeline L2 Asset Management, LLC More: the full row for L2 Asset Management, LLC 23,182 $10M 1.04% -2,843 13F-HR Timeline New Age Alpha Advisors, LLC More: the full row for New Age Alpha Advisors, LLC 23,178 $10M 0.43% -1,631 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. 23,053 $9.99M 0.16% +11,800 13F-HR Timeline Group NOESIS CAPITAL MANGEMENT CORP More: the full row for NOESIS CAPITAL MANGEMENT CORP 23,012 $9.97M 1.2% -995 13F-HR Timeline Bay Rivers Group More: the full row for Bay Rivers Group 22,979 $9.96M 3.4% -969 13F-HR Timeline Abundance Wealth Counselors More: the full row for Abundance Wealth Counselors 22,871 $9.91M 0.64% +9,459 13F-HR Timeline Runnymede Capital Advisors, Inc. More: the full row for Runnymede Capital Advisors, Inc. 22,750 $9.86M 5.87% 0 13F-HR Timeline CCM INVESTMENT ADVISERS LLC More: the full row for CCM INVESTMENT ADVISERS LLC 22,710 $9.84M 0.76% -19,488 13F-HR Timeline Lighthouse Investment Partners, LLC in group Lighthouse Investment Partner… More: the full row for Lighthouse Investment Partners, LLC 22,698 $9.84M 0.31% new 13F-HR Timeline Group Gilliland Jeter Wealth Management LLC More: the full row for Gilliland Jeter Wealth Management LLC 22,647 $9.81M 2.57% +7 13F-HR Timeline Morse Asset Management, Inc More: the full row for Morse Asset Management, Inc 22,591 $9.79M 1.62% +581 13F-HR Timeline WESTPAC BANKING CORP in group WESTPAC BANKING CORP More: the full row for WESTPAC BANKING CORP 22,531 $9.76M 0.6% +2,586 13F-HR Timeline Group J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 22,455 $9.73M 0.17% new 13F-HR Timeline American Trust Investment Advisors, LLC More: the full row for American Trust Investment Advisors, LLC 22,444 $9.73M 4.8% -9,689 13F-HR Timeline RESOURCES MANAGEMENT CORP /CT/ /ADV More: the full row for RESOURCES MANAGEMENT CORP /CT/ /ADV 22,432 $9.72M 1.23% -3,202 13F-HR Timeline THAMES CAPITAL MANAGEMENT LLC More: the full row for THAMES CAPITAL MANAGEMENT LLC 22,365 $9.69M 0.8% new 13F-HR Timeline Linden Thomas Advisory Services, LLC More: the full row for Linden Thomas Advisory Services, LLC 22,359 $9.69M 0.78% +418 13F-HR Timeline GROESBECK INVESTMENT MANAGEMENT CORP /N… More: the full row for GROESBECK INVESTMENT MANAGEMENT CORP /NJ/ 22,294 $9.66M 15.39% -1,789 13F-HR Timeline M. Kulyk & Associates, LLC More: the full row for M. Kulyk & Associates, LLC 22,260 $9.65M 1.57% +17,231 13F-HR Timeline TWIN CAPITAL MANAGEMENT INC More: the full row for TWIN CAPITAL MANAGEMENT INC 22,162 $9.6M 1.05% +5,556 13F-HR Timeline Range Financial Group LLC More: the full row for Range Financial Group LLC 21,841 $9.46M 2.59% -4,097 13F-HR Timeline Evelyn Partners Group Ltd in group Evelyn Partners Group Ltd More: the full row for Evelyn Partners Group Ltd 21,837 $9.46M 0.02% 13F-HR Timeline Group Circle Wealth Management, LLC More: the full row for Circle Wealth Management, LLC 21,740 $9.42M 0.12% +2,411 13F-HR Timeline Marshall Financial Group, LLC More: the full row for Marshall Financial Group, LLC 21,674 $9.39M 1.37% -3,714 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 21,627 $9.37M 0.28% +1,061 13F-HR Timeline Group Dakota Wealth Management More: the full row for Dakota Wealth Management 21,598 $9.36M 0.18% -1,135 13F-HR Timeline Wood Tarver Financial Group, LLC More: the full row for Wood Tarver Financial Group, LLC 21,584 $9.35M 2.21% -4,077 13F-HR Timeline Platform Technology Partners More: the full row for Platform Technology Partners 21,490 $9.31M 1.52% +13 13F-HR Timeline HARBOR CAPITAL ADVISORS, INC. More: the full row for HARBOR CAPITAL ADVISORS, INC. 21,406 $9.28M 0.63% +290 13F-HR Timeline Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 21,122 $9.15M 0.94% -24,492 13F-HR Timeline Paragon Advisors, LLC More: the full row for Paragon Advisors, LLC 21,114 $9.15M 1.92% +3,900 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 21,107 $9.15M 0.45% -904 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 21,044 $9.12M 0.16% +4,186 13F-HR Timeline Keudell/Morrison Wealth Management More: the full row for Keudell/Morrison Wealth Management 20,933 $9.07M 1.71% 0 13F-HR Timeline DEEPWATER ASSET MANAGEMENT, LLC More: the full row for DEEPWATER ASSET MANAGEMENT, LLC 20,915 $9.06M 4.12% -3,048 13F-HR Timeline BUCKHEAD CAPITAL MANAGEMENT LLC More: the full row for BUCKHEAD CAPITAL MANAGEMENT LLC 20,866 $9.04M 3.1% -474 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 20,830 $9.03M 0.19% +1,338 13F-HR Timeline Group Western Financial Corp/CA More: the full row for Western Financial Corp/CA 20,810 $9.02M 2.64% -349 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 20,792 $9.01M 0.39% -1,388 13F-HR Timeline NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 20,753 $8.99M 0.74% -45,055 13F-HR Timeline CHILTON INVESTMENT CO INC. More: the full row for CHILTON INVESTMENT CO INC. 20,704 $8.97M 0.22% -4,676 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 20,704 $8.97M 0.05% +2,003 13F-HR Timeline Group ICICI Prudential Asset Management Co Ltd More: the full row for ICICI Prudential Asset Management Co Ltd 20,681 $8.96M 0.98% -14 13F-HR Timeline Engineers Gate Manager LP More: the full row for Engineers Gate Manager LP 20,668 $8.96M 0.12% -92,213 13F-HR Timeline Archford Capital Strategies, LLC More: the full row for Archford Capital Strategies, LLC 20,606 $8.93M 0.9% +2,895 13F-HR Timeline Liontrust Investment Partners LLP More: the full row for Liontrust Investment Partners LLP 20,603 $8.93M 0.13% -770 13F-HR Timeline Guinness Atkinson Asset Management Inc More: the full row for Guinness Atkinson Asset Management Inc 20,507 $8.89M 3.98% -5,531 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 20,494 $8.88M 0.33% 13F-HR Timeline Peregrine Asset Advisers, Inc. More: the full row for Peregrine Asset Advisers, Inc. 20,493 $8.88M 1.93% +8,023 13F-HR Timeline Benchmark Investment Advisors LLC More: the full row for Benchmark Investment Advisors LLC 20,378 $8.83M 3.87% -211 13F-HR Timeline THORNBURG INVESTMENT MANAGEMENT INC More: the full row for THORNBURG INVESTMENT MANAGEMENT INC 20,299 $8.8M 0.08% new 13F-HR Timeline Shoker Investment Counsel, Inc. More: the full row for Shoker Investment Counsel, Inc. 20,231 $8.77M 2.2% -5,390 13F-HR Timeline Harfst & Associates, Inc. More: the full row for Harfst & Associates, Inc. 20,169 $8.74M 1.36% -2,534 13F-HR Timeline ALBERT D MASON INC More: the full row for ALBERT D MASON INC 20,163 $8.74M 4.97% -338 13F-HR Timeline DENALI ADVISORS LLC More: the full row for DENALI ADVISORS LLC 20,139 $8.73M 0.88% new 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 20,080 $8.7M 0.27% +3,725 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 20,037 $8.68M 0.44% -1,116 13F-HR Timeline Fulton Bank, N.A. More: the full row for Fulton Bank, N.A. 20,019 $8.67M 0.27% +2,500 13F-HR Timeline VIKING FUND MANAGEMENT LLC More: the full row for VIKING FUND MANAGEMENT LLC 20,000 $8.67M 0.78% 0 13F-HR Timeline DYMON ASIA CAPITAL (SINGAPORE) PTE. LTD. in group DYMON ASIA CAPITAL (SINGAPORE… More: the full row for DYMON ASIA CAPITAL (SINGAPORE) PTE. LTD. 20,000 $8.67M 1.39% new 13F-HR Timeline Group Arini Capital Management Ltd More: the full row for Arini Capital Management Ltd 20,000 $8.67M 0.89% new 13F-HR/A Timeline Marble Harbor Investment Counsel, LLC More: the full row for Marble Harbor Investment Counsel, LLC 19,925 $8.63M 0.88% -1,775 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 19,859 $8.61M 0.22% -2,114 13F-HR Timeline MAINSTAY CAPITAL MANAGEMENT LLC /ADV More: the full row for MAINSTAY CAPITAL MANAGEMENT LLC /ADV 19,851 $8.6M 0.64% -10,745 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 19,846 $8.6M 0.09% +1,008 13F-HR Timeline SIG BROKERAGE, LP More: the full row for SIG BROKERAGE, LP 19,841 $8.6M 1.37% +6,538 13F-HR Timeline ADVISORY RESEARCH INC More: the full row for ADVISORY RESEARCH INC 19,824 $8.59M 0.86% -127 13F-HR Timeline HIGHLAND CAPITAL MANAGEMENT, LLC More: the full row for HIGHLAND CAPITAL MANAGEMENT, LLC 19,763 $8.56M 0.39% -2,294 13F-HR Timeline REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 19,760 $8.56M 0.05% +863 13F-HR Timeline Group Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 19,705 $8.54M 0.28% -85 13F-HR Timeline LEUTHOLD GROUP, LLC More: the full row for LEUTHOLD GROUP, LLC 19,702 $8.54M 0.86% -1,055 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 19,644 $8.51M 0.41% +7,651 13F-HR Timeline CONNING INC. in group CONNING INC. More: the full row for CONNING INC. 19,621 $8.5M 0.25% -7,244 13F-HR Timeline Group Concentric Capital Strategies, LP More: the full row for Concentric Capital Strategies, LP 19,506 $8.45M 0.52% +17,971 13F-HR Timeline MWA Asset Management More: the full row for MWA Asset Management 19,405 $8.41M 3.8% -3,274 13F-HR Timeline Commonwealth Retirement Investments LLC More: the full row for Commonwealth Retirement Investments LLC 19,357 $8.39M 2.28% -12,389 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 19,185 $8.31M 0.18% -2,237 13F-HR Timeline Sound View Wealth Advisors Group, LLC More: the full row for Sound View Wealth Advisors Group, LLC 19,163 $8.3M 0.52% -996 13F-HR Timeline LGT Fund Management Co Ltd. More: the full row for LGT Fund Management Co Ltd. 19,161 $8.3M 0.35% -4,294 13F-HR Timeline Baader Bank Aktiengesellschaft More: the full row for Baader Bank Aktiengesellschaft 19,087 $8.27M 0.68% +2,557 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 19,057 $8.26M 0.16% +9,280 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 19,000 $8.23M 0.21% +808 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 18,910 $8.19M 0.32% -3,276 13F-HR Timeline Independent Solutions Wealth Management… More: the full row for Independent Solutions Wealth Management, LLC 18,849 $8.17M 1.07% +9,386 13F-HR Timeline AssuredPartners Investment Advisors, LLC More: the full row for AssuredPartners Investment Advisors, LLC 18,726 $8.11M 0.79% -6,254 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 18,680 $8.09M 0.24% -2,187 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 18,670 $8.09M 0.15% -2,020 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 18,652 $8.08M 0.17% +6,707 13F-HR Timeline Asio Capital, LLC More: the full row for Asio Capital, LLC 18,614 $8.07M 1.03% -7,615 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 18,595 $8.06M 0.2% +90 13F-HR Timeline Group DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 18,588 $8.05M 0.04% +325 13F-HR Timeline TRUSTMARK BANK TRUST DEPARTMENT More: the full row for TRUSTMARK BANK TRUST DEPARTMENT 18,524 $8.03M 0.48% -182 13F-HR Timeline BankPlus Trust Department group of 2 filers holding More: the full row for BankPlus Trust Department 18,520 $8.02M -2,931 Timeline Penobscot Investment Management Company… More: the full row for Penobscot Investment Management Company, Inc. 18,420 $7.98M 0.55% -50 13F-HR Timeline MARIETTA INVESTMENT PARTNERS LLC More: the full row for MARIETTA INVESTMENT PARTNERS LLC 18,374 $7.96M 1.37% +400 13F-HR Timeline ExodusPoint Capital Management, LP More: the full row for ExodusPoint Capital Management, LP 18,328 $7.94M 0.07% -34,229 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 18,265 $7.92M 0.2% +1,163 13F-HR Timeline TOCQUEVILLE ASSET MANAGEMENT L.P. in group TOCQUEVILLE ASSET MANAGEMENT … More: the full row for TOCQUEVILLE ASSET MANAGEMENT L.P. 18,240 $7.9M 0.1% -645 13F-HR Timeline Group Catalyst Funds Management Pty Ltd More: the full row for Catalyst Funds Management Pty Ltd 18,202 $7.89M 0.44% new 13F-HR Timeline Matisse Capital More: the full row for Matisse Capital 18,130 $7.86M 3.15% -1,000 13F-HR Timeline Washington Trust Bank More: the full row for Washington Trust Bank 18,043 $7.82M 0.55% +16,967 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. ENCOMPASS WEALTH ADVISORS, LLC More: the full row for ENCOMPASS WEALTH ADVISORS, LLC 18,040 $7.82M 2.38% +222 13F-HR Timeline KANE INVESTMENT MANAGEMENT, INC. More: the full row for KANE INVESTMENT MANAGEMENT, INC. 17,947 $7.78M 3.32% +798 13F-HR Timeline WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 17,906 $7.76M 1.19% -4,883 13F-HR Timeline AMF Tjanstepension AB More: the full row for AMF Tjanstepension AB 17,916 $7.76M 0.05% 0 13F-HR Timeline Leelyn Smith, LLC More: the full row for Leelyn Smith, LLC 17,829 $7.73M 0.94% -1,118 13F-HR Timeline Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 17,819 $7.72M 0.44% +1,017 13F-HR Timeline XTX Topco Ltd in group XTX Topco Ltd More: the full row for XTX Topco Ltd 17,750 $7.69M 0.1% -17,642 13F-HR Timeline Group FIDUCIARY FAMILY OFFICE, LLC More: the full row for FIDUCIARY FAMILY OFFICE, LLC 17,727 $7.68M 1.92% +1,328 13F-HR Timeline Torrey Growth & Income Advisors More: the full row for Torrey Growth & Income Advisors 17,900 $7.66M 2.6% 0 13F-HR Timeline WEATHERLY ASSET MANAGEMENT L. P. More: the full row for WEATHERLY ASSET MANAGEMENT L. P. 17,575 $7.62M 0.54% -700 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 17,522 $7.6M 0.13% +54 13F-HR Timeline One Charles Private Wealth Services, LLC More: the full row for One Charles Private Wealth Services, LLC 17,526 $7.59M 1.75% -304 13F-HR Timeline Greater Midwest Financial Group, LLC More: the full row for Greater Midwest Financial Group, LLC 17,526 $7.59M 3.79% +6,884 13F-HR Timeline LCNB CORP More: the full row for LCNB CORP 17,506 $7.59M 2.33% -1,103 13F-HR Timeline Magnus Financial Group LLC More: the full row for Magnus Financial Group LLC 17,459 $7.57M 0.54% -1,488 13F-HR Timeline Howard Hughes Medical Institute More: the full row for Howard Hughes Medical Institute 17,396 $7.54M 1.69% 0 13F-HR Timeline Alternative Investment Advisors, LLC. More: the full row for Alternative Investment Advisors, LLC. 17,383 $7.53M 2.91% -793 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 17,383 $7.53M 1.03% -19,868 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 17,331 $7.51M 0.38% -2,228 13F-HR Timeline QUEST INVESTMENT MANAGEMENT LLC More: the full row for QUEST INVESTMENT MANAGEMENT LLC 17,329 $7.51M 0.88% new 13F-HR Timeline 3Chopt Investment Partners, LLC More: the full row for 3Chopt Investment Partners, LLC 17,299 $7.5M 1.41% +598 13F-HR Timeline Socorro Asset Management LP More: the full row for Socorro Asset Management LP 17,291 $7.49M 3.36% -4,518 13F-HR Timeline Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 17,050 $7.39M 0.44% +139 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 16,988 $7.36M 0.28% +11,384 13F-HR Timeline Huntleigh Advisors, Inc. More: the full row for Huntleigh Advisors, Inc. 16,937 $7.34M 1.03% +225 13F-HR Timeline J. Stern & Co. LLP More: the full row for J. Stern & Co. LLP 16,789 $7.28M 0.69% -2,875 13F-HR Timeline Altman Advisors, Inc. More: the full row for Altman Advisors, Inc. 16,750 $7.26M 2.6% -658 13F-HR Timeline Coastal Bridge Advisors, LLC More: the full row for Coastal Bridge Advisors, LLC 16,697 $7.24M 0.45% -2,866 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 17,554 $7.21M 0.39% -508 13F-HR Timeline KLCM Advisors, Inc. More: the full row for KLCM Advisors, Inc. 16,590 $7.19M 0.58% -73 13F-HR Timeline CLIFFORD SWAN INVESTMENT COUNSEL LLC More: the full row for CLIFFORD SWAN INVESTMENT COUNSEL LLC 16,530 $7.16M 0.23% -10 13F-HR Timeline Hillsdale Investment Management Inc. More: the full row for Hillsdale Investment Management Inc. 16,530 $7.16M 0.16% -13,130 13F-HR Timeline Monument Capital Management More: the full row for Monument Capital Management 16,529 $7.16M 1.44% -20 13F-HR Timeline Beaumont Financial Advisors, LLC More: the full row for Beaumont Financial Advisors, LLC 16,404 $7.11M 0.45% +77 13F-HR Timeline Wakefield Asset Management LLLP in group Wakefield Asset Management LL… More: the full row for Wakefield Asset Management LLLP 16,389 $7.1M 1.6% -4,191 13F-HR Timeline Group Strengthening Families & Communities, L… More: the full row for Strengthening Families & Communities, LLC 16,351 $7.09M 1.58% -1,724 13F-HR Timeline Capital Investment Counsel, Inc More: the full row for Capital Investment Counsel, Inc 16,340 $7.08M 0.76% -224 13F-HR Timeline Oak Grove Capital LLC More: the full row for Oak Grove Capital LLC 16,309 $7.07M 0.52% -91 13F-HR Timeline FLORIDA FINANCIAL ADVISORS, LLC More: the full row for FLORIDA FINANCIAL ADVISORS, LLC 16,285 $7.06M 1.19% +2,954 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 16,210 $7.02M 0.59% +155 13F-HR Timeline Atlatl Advisers LLC More: the full row for Atlatl Advisers LLC 16,210 $7.02M 1.67% +14,442 13F-HR Timeline TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 16,082 $6.97M 0.58% -1,893 13F-HR Timeline Arista Wealth Management, LLC More: the full row for Arista Wealth Management, LLC 16,071 $6.96M 0.75% +2,491 13F-HR Timeline BOCHK Asset Management Ltd More: the full row for BOCHK Asset Management Ltd 16,050 $6.95M 1.1% +10,850 13F-HR Timeline Brevan Howard Capital Management LP in group Brevan Howard Capital Managem… More: the full row for Brevan Howard Capital Management LP 16,077 $6.94M 0.1% -43,988 13F-HR Timeline Group PARADIGM ASSET MANAGEMENT CO LLC More: the full row for PARADIGM ASSET MANAGEMENT CO LLC 16,000 $6.93M 1.48% -2,300 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 15,975 $6.92M 0.34% -672 13F-HR Timeline GUARDIAN CAPITAL LP group of 2 filers holding More: the full row for GUARDIAN CAPITAL LP 15,951 $6.91M -8,642 Timeline Sloy Dahl & Holst, LLC More: the full row for Sloy Dahl & Holst, LLC 15,930 $6.9M 0.85% -500 13F-HR Timeline GRIMES & Co WEALTH MANAGEMENT, LLC More: the full row for GRIMES & Co WEALTH MANAGEMENT, LLC 15,874 $6.88M 0.15% -2,547 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 15,874 $6.88M 0.09% +6,919 13F-HR Timeline MBM WEALTH CONSULTANTS, LLC More: the full row for MBM WEALTH CONSULTANTS, LLC 15,869 $6.88M 1.33% +343 13F-HR Timeline Tradition Wealth Management, LLC More: the full row for Tradition Wealth Management, LLC 15,791 $6.84M 0.42% -207 13F-HR Timeline Phraction Management LLC More: the full row for Phraction Management LLC 15,774 $6.84M 1.65% -6,200 13F-HR Timeline Virtus Investment Advisers, LLC group of 2 filers holding More: the full row for Virtus Investment Advisers, LLC 15,741 $6.82M +163 Timeline SECURITY NATIONAL BANK OF SIOUX CITY IO… More: the full row for SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/ 15,734 $6.82M 2.8% +3,140 13F-HR Timeline OSTRUM ASSET MANAGEMENT More: the full row for OSTRUM ASSET MANAGEMENT 15,698 $6.8M 0.33% -2,176 13F-HR Timeline Gradient Capital Advisors, LLC More: the full row for Gradient Capital Advisors, LLC 15,624 $6.77M 1.57% -4,983 13F-HR Timeline Parkway Wealth Management Group, LLC More: the full row for Parkway Wealth Management Group, LLC 15,537 $6.73M 0.78% -20 13F-HR Timeline PCM Encore, LLC More: the full row for PCM Encore, LLC 15,518 $6.72M 1.18% +67 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 15,516 $6.72M 0.1% +631 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 15,349 $6.65M 2.17% -1,961 13F-HR Timeline Geneva Partners, LLC More: the full row for Geneva Partners, LLC 15,283 $6.62M 1.77% +2,885 13F-HR Timeline Arete Wealth Advisors, LLC More: the full row for Arete Wealth Advisors, LLC 15,267 $6.62M 0.44% +2,093 13F-HR/A Timeline Goelzer Investment Management, Inc. More: the full row for Goelzer Investment Management, Inc. 15,226 $6.6M 0.29% -727 13F-HR Timeline MIDDLETON & CO INC/MA More: the full row for MIDDLETON & CO INC/MA 15,213 $6.59M 0.7% -218 13F-HR Timeline Cercano Management LLC More: the full row for Cercano Management LLC 15,110 $6.55M 0.87% -56,421 13F-HR/A Timeline Family Manage LLC More: the full row for Family Manage LLC 15,098 $6.54M 0.69% +12,457 13F-HR Timeline VCI Wealth Management LLC More: the full row for VCI Wealth Management LLC 15,086 $6.54M 1.64% new 13F-HR Timeline Axecap Investments, LLC More: the full row for Axecap Investments, LLC 15,029 $6.51M 3.6% -16,524 13F-HR Timeline 111 Capital More: the full row for 111 Capital 15,004 $6.5M 1.12% +2,857 13F-HR Timeline Grand Alliance Asset Management Ltd More: the full row for Grand Alliance Asset Management Ltd 15,000 $6.5M 3.9% -30,000 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 14,966 $6.48M 0.26% -24 13F-HR Timeline SEEDS INVESTOR LLC More: the full row for SEEDS INVESTOR LLC 14,960 $6.48M 0.67% +8,495 13F-HR Timeline Coastwise Capital Group, LLC More: the full row for Coastwise Capital Group, LLC 14,954 $6.48M 3.77% -521 13F-HR Timeline Legacy Wealth Asset Management, LLC More: the full row for Legacy Wealth Asset Management, LLC 14,934 $6.47M 1.42% -3,081 13F-HR Timeline Precision Wealth Strategies, LLC More: the full row for Precision Wealth Strategies, LLC 14,907 $6.46M 1.95% -175 13F-HR Timeline TRUST CO OF OKLAHOMA More: the full row for TRUST CO OF OKLAHOMA 14,905 $6.46M 1.66% +18 13F-HR Timeline Morningstar Investment Management LLC in group Morningstar Investment Manage… More: the full row for Morningstar Investment Management LLC 30,005 $6.41M 0.4% 0 13F-HR Timeline Group Oak Thistle LLC More: the full row for Oak Thistle LLC 14,782 $6.41M 0.62% -15,967 13F-HR Timeline SevenBridge Financial Group, LLC More: the full row for SevenBridge Financial Group, LLC 20,492 $6.38M 0.94% -1,021 13F-HR Timeline CLOVERFIELDS CAPITAL GROUP, LP More: the full row for CLOVERFIELDS CAPITAL GROUP, LP 14,712 $6.38M 1.93% -2,695 13F-HR Timeline True North Advisors, LLC More: the full row for True North Advisors, LLC 14,675 $6.36M 0.61% -1,426 13F-HR Timeline Franchise GP Ltd More: the full row for Franchise GP Ltd 14,660 $6.35M 2.95% new 13F-HR Timeline BRIDGEWAY CAPITAL MANAGEMENT, LLC More: the full row for BRIDGEWAY CAPITAL MANAGEMENT, LLC 14,640 $6.34M 0.11% -4,160 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 14,524 $6.29M 0.4% -166 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 16,077 $6.29M 0.52% -112 13F-HR Timeline Kuhn & Co Investment Counsel More: the full row for Kuhn & Co Investment Counsel 14,448 $6.26M 3.62% -3,277 13F-HR Timeline KRS Capital Management, LLC More: the full row for KRS Capital Management, LLC 14,387 $6.23M 2.9% -54 13F-HR Timeline EADS & HEALD WEALTH MANAGEMENT More: the full row for EADS & HEALD WEALTH MANAGEMENT 14,345 $6.22M 3.05% -4,592 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 17,732 $6.21M 0.17% +247 13F-HR Timeline Kingsman Wealth Management, Inc. More: the full row for Kingsman Wealth Management, Inc. 14,236 $6.17M 2.89% +7,742 13F-HR Timeline Stokes Family Office, LLC More: the full row for Stokes Family Office, LLC 14,133 $6.12M 0.71% -1,443 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 14,121 $6.12M 0.14% -1,311 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 14,099 $6.11M 0.05% +724 13F-HR Timeline Ellsworth Advisors, LLC More: the full row for Ellsworth Advisors, LLC 18,156 $6.09M 1% -3,340 13F-HR Timeline