Wallace Advisory Group, LLC More: the full row for Wallace Advisory Group, LLC 10,664 $359K 0.25% -255 13F-HR Timeline CAPITAL ADVISORS INC/OK More: the full row for CAPITAL ADVISORS INC/OK 10,645 $357K 0.01% -3,070 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 10,561 $355K 0.01% -905 13F-HR Timeline AlphaQuest LLC More: the full row for AlphaQuest LLC 10,555 $354K 0.04% new 13F-HR Timeline THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 10,559 $354K 0.02% -61 13F-HR Timeline BINGHAM PRIVATE WEALTH, LLC More: the full row for BINGHAM PRIVATE WEALTH, LLC 10,493 $352K 0.36% +1,493 13F-HR Timeline MUFG SECURITIES AMERICAS INC. More: the full row for MUFG SECURITIES AMERICAS INC. 10,491 $352K 0.04% +1,638 13F-HR Timeline BANK OF HAWAII More: the full row for BANK OF HAWAII 10,455 $351K 0.02% new 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 10,362 $348K <0.01% -189 13F-HR Timeline PRUDENTIAL PLC in group PRUDENTIAL PLC More: the full row for PRUDENTIAL PLC 10,298 $346K <0.01% 0 13F-HR Timeline Group HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 10,292 $346K 0.01% -272 13F-HR Timeline Blueshift Asset Management, LLC More: the full row for Blueshift Asset Management, LLC 10,245 $344K 0.14% new 13F-HR Timeline COWA, LLC More: the full row for COWA, LLC 10,152 $341K 0.15% +1,103 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 10,044 $337K <0.01% -2,359 13F-HR Timeline Shaolin Capital Management LLC More: the full row for Shaolin Capital Management LLC 10,000 $336K 0.01% new 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 9,996 $336K 0.01% -2,598 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. IFP Advisors, Inc More: the full row for IFP Advisors, Inc 9,848 $335K 0.01% +553 13F-HR Timeline True North Advisors, LLC More: the full row for True North Advisors, LLC 9,918 $333K 0.06% 0 13F-HR Timeline ASAHI LIFE ASSET MANAGEMENT CO., LTD. More: the full row for ASAHI LIFE ASSET MANAGEMENT CO., LTD. 9,800 $329K 0.21% -1,020 13F-HR Timeline MOODY NATIONAL BANK TRUST DIVISION in group MOODY NATIONAL BANK TRUST DIV… More: the full row for MOODY NATIONAL BANK TRUST DIVISION 9,783 $329K 0.03% +1,179 13F-HR Timeline Group UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 9,735 $327K <0.01% -361 13F-HR Timeline Group GAMMA Investing LLC More: the full row for GAMMA Investing LLC 9,712 $326K 0.02% +749 13F-HR/A Timeline KPP Advisory Services LLC More: the full row for KPP Advisory Services LLC 9,592 $322K 0.06% +2 13F-HR Timeline Ascentis Wealth Management, LLC group of 2 filers holding More: the full row for Ascentis Wealth Management, LLC 9,566 $321K +1,523 Timeline Inscription Capital, LLC More: the full row for Inscription Capital, LLC 10,907 $318K 0.05% 13F-HR Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 9,459 $318K <0.01% -1,727 13F-HR Timeline Group Maven Securities LTD in group Maven Securities LTD More: the full row for Maven Securities LTD 9,385 $315K 0.07% new 13F-HR Timeline Group MBB PUBLIC MARKETS I LLC More: the full row for MBB PUBLIC MARKETS I LLC 9,323 $313K 0.04% new 13F-HR/A Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 9,275 $311K 0.01% +2,860 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 9,271 $311K <0.01% +2,207 13F-HR Timeline V-Square Quantitative Management LLC More: the full row for V-Square Quantitative Management LLC 9,256 $311K 0.05% -566 13F-HR Timeline Opal Wealth Advisors, LLC More: the full row for Opal Wealth Advisors, LLC 9,191 $309K 0.1% +226 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 9,161 $308K 0.01% +450 13F-HR Timeline HARBOR CAPITAL ADVISORS, INC. More: the full row for HARBOR CAPITAL ADVISORS, INC. 9,109 $306K 0.01% -2,563 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 9,107 $306K 0.01% -1,009 13F-HR Timeline Lee Financial Co More: the full row for Lee Financial Co 9,040 $305K 0.05% -273 13F-HR Timeline Narwhal Capital Management More: the full row for Narwhal Capital Management 9,080 $305K 0.03% 0 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 8,994 $302K <0.01% +892 13F-HR Timeline GREENLEAF TRUST More: the full row for GREENLEAF TRUST 8,857 $297K <0.01% +1,176 13F-HR Timeline Focus Partners Wealth in group Focus Partners Wealth More: the full row for Focus Partners Wealth 8,786 $295K <0.01% -4,346 13F-HR/A Timeline Group Pinnacle Financial Partners Inc More: the full row for Pinnacle Financial Partners Inc 8,680 $292K 0.01% 0 13F-HR Timeline First Eagle Investment Management, LLC in group First Eagle Investment Manage… More: the full row for First Eagle Investment Management, LLC 8,683 $292K <0.01% +3,095 13F-HR Timeline Group Horizon Investments, LLC More: the full row for Horizon Investments, LLC 8,590 $288K 0.01% +369 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 8,575 $288K 0.01% +215 13F-HR Timeline TOKIO MARINE ASSET MANAGEMENT CO LTD in group TOKIO MARINE HOLDINGS, INC. More: the full row for TOKIO MARINE ASSET MANAGEMENT CO LTD 8,560 $287K 0.01% 0 13F-HR Timeline Group Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 8,481 $285K 0.01% new 13F-HR Timeline ROMAN BUTLER FULLERTON & CO More: the full row for ROMAN BUTLER FULLERTON & CO 10,799 $279K 0.11% -2,177 13F-HR Timeline Integrated Investment Consultants, LLC More: the full row for Integrated Investment Consultants, LLC 8,277 $278K 0.06% +15 13F-HR/A Timeline Caliber Wealth Management, LLC / KS More: the full row for Caliber Wealth Management, LLC / KS 8,261 $277K 0.04% 13F-HR Timeline DOLIVER ADVISORS, LP More: the full row for DOLIVER ADVISORS, LP 8,203 $275K 0.08% 0 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 8,139 $273K <0.01% -26 13F-HR Timeline Horst & Graben Wealth Management LLC More: the full row for Horst & Graben Wealth Management LLC 8,131 $273K 0.05% +15 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 8,101 $272K 0.01% +448 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 8,049 $270K 0.01% new 13F-HR Timeline Lauterbach Financial Advisors, LLC More: the full row for Lauterbach Financial Advisors, LLC 8,038 $270K 0.17% 0 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 8,023 $269K 0.01% -16,088 13F-HR Timeline New Century Financial Group, LLC More: the full row for New Century Financial Group, LLC 7,860 $264K 0.31% -217 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 7,851 $264K 0.01% -7,087 13F-HR Timeline Arcataur Capital Management LLC More: the full row for Arcataur Capital Management LLC 7,833 $263K 0.09% -565 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 7,820 $263K <0.01% -302 13F-HR Timeline Group Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 7,796 $262K 0.02% -2,080 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 7,756 $260K 0.01% -3,203 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 7,694 $258K 0.01% -167 13F-HR Timeline Group Annex Advisory Services, LLC More: the full row for Annex Advisory Services, LLC 7,691 $258K 0.01% -301 13F-HR Timeline DRW Securities, LLC More: the full row for DRW Securities, LLC 7,561 $254K 0.02% new 13F-HR Timeline Mountain Capital Investment Advisors In… More: the full row for Mountain Capital Investment Advisors Inc. 9,488 $251K 0.05% +2,709 13F-HR Timeline Empowered Funds, LLC More: the full row for Empowered Funds, LLC 7,459 $250K <0.01% +527 13F-HR Timeline RAHLFS CAPITAL, LLC More: the full row for RAHLFS CAPITAL, LLC 7,429 $249K 0.25% 0 13F-HR Timeline Acropolis Investment Management, LLC More: the full row for Acropolis Investment Management, LLC 7,404 $249K 0.01% -12 13F-HR Timeline Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 7,400 $248K 0.02% new 13F-HR Timeline Navigation Wealth Management, Inc. More: the full row for Navigation Wealth Management, Inc. 7,292 $245K 0.37% 0 13F-HR Timeline SUMITOMO LIFE INSURANCE CO More: the full row for SUMITOMO LIFE INSURANCE CO 7,275 $244K 0.01% -110 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 7,247 $243K 0.02% new 13F-HR Timeline Cardinal Point Capital Management ULC More: the full row for Cardinal Point Capital Management ULC 7,200 $243K 0.02% 0 13F-HR Timeline CULTIVAR CAPITAL, INC. More: the full row for CULTIVAR CAPITAL, INC. 7,210 $242K 0.19% 0 13F-HR Timeline HEALTHCARE OF ONTARIO PENSION PLAN TRUS… More: the full row for HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 7,152 $240K <0.01% new 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 7,125 $240K 0.01% new 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 7,089 $240K <0.01% -1,260 13F-HR Timeline BAKER TILLY WEALTH MANAGEMENT, LLC More: the full row for BAKER TILLY WEALTH MANAGEMENT, LLC 7,086 $238K 0.09% +993 13F-HR Timeline SGL Investment Advisors, Inc. More: the full row for SGL Investment Advisors, Inc. 7,644 $237K 0.12% 0 13F-HR Timeline CIM INVESTMENT MANAGEMENT INC More: the full row for CIM INVESTMENT MANAGEMENT INC 7,066 $237K 0.05% -5 13F-HR Timeline Weil Company, Inc. More: the full row for Weil Company, Inc. 7,062 $237K 0.07% 0 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 7,095 $237K 0.02% -8,440 13F-HR Timeline Compass Wealth Management LLC More: the full row for Compass Wealth Management LLC 7,005 $235K 0.06% 0 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 6,940 $233K <0.01% -137 13F-HR Timeline Group STUDIO INVESTMENT MANAGEMENT LLC More: the full row for STUDIO INVESTMENT MANAGEMENT LLC 6,862 $232K 0.05% -4 13F-HR Timeline ROYAL LONDON ASSET MANAGEMENT LTD More: the full row for ROYAL LONDON ASSET MANAGEMENT LTD 6,879 $231K <0.01% new 13F-HR Timeline Roundview Capital LLC More: the full row for Roundview Capital LLC 6,877 $231K 0.02% -4,082 13F-HR Timeline Mendel Capital Management LLC More: the full row for Mendel Capital Management LLC 6,807 $229K 0.14% +1 13F-HR Timeline ALEXANDER LABRUNERIE & CO., INC. More: the full row for ALEXANDER LABRUNERIE & CO., INC. 6,784 $228K 0.1% +602 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 6,749 $227K 0.01% -145 13F-HR Timeline VERUS CAPITAL PARTNERS, LLC More: the full row for VERUS CAPITAL PARTNERS, LLC 6,679 $224K 0.02% -306 13F-HR/A Timeline Atria Wealth Solutions, Inc. More: the full row for Atria Wealth Solutions, Inc. 6,597 $223K <0.01% -3,743 13F-HR Timeline QRG CAPITAL MANAGEMENT, INC. More: the full row for QRG CAPITAL MANAGEMENT, INC. 6,633 $223K <0.01% new 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 6,547 $220K 0.01% +1,754 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 6,543 $220K 0.01% -604 13F-HR Timeline Stonebridge Capital Advisors LLC More: the full row for Stonebridge Capital Advisors LLC 6,543 $220K 0.02% new 13F-HR Timeline ACADEMY CAPITAL MANAGEMENT More: the full row for ACADEMY CAPITAL MANAGEMENT 6,521 $219K 0.04% 0 13F-HR Timeline SCHRODER INVESTMENT MANAGEMENT GROUP More: the full row for SCHRODER INVESTMENT MANAGEMENT GROUP 6,505 $219K <0.01% -375 13F-HR Timeline LBMC INVESTMENT ADVISORS, LLC More: the full row for LBMC INVESTMENT ADVISORS, LLC 6,440 $216K 0.02% +18 13F-HR Timeline Watts Gwilliam & Co., LLC More: the full row for Watts Gwilliam & Co., LLC 6,412 $215K 0.05% -29 13F-HR Timeline Community Bank & Trust, Waco, Texas More: the full row for Community Bank & Trust, Waco, Texas 9,375 $215K 0.05% -20 13F-HR Timeline Ackerman Capital Advisors, LLC More: the full row for Ackerman Capital Advisors, LLC 6,382 $214K 0.06% 0 13F-HR Timeline Procyon Advisors, LLC More: the full row for Procyon Advisors, LLC 6,317 $212K 0.01% new 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 6,319 $212K <0.01% -357 13F-HR Timeline Group Berger Financial Group, Inc More: the full row for Berger Financial Group, Inc 6,285 $211K 0.01% 0 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 6,253 $210K <0.01% +239 13F-HR Timeline Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 7,697 $210K 0.02% new 13F-HR Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 7,647 $208K 0.01% +34 13F-HR Timeline Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 6,178 $207K 0.01% new 13F-HR/A Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 6,173 $207K <0.01% new 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 6,157 $207K 0.03% +29 13F-HR Timeline West Wealth Group, LLC More: the full row for West Wealth Group, LLC 6,523 $206K 0.06% +91 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 6,051 $203K <0.01% -1,679 13F-HR Timeline Eagle Bluffs Wealth Management LLC More: the full row for Eagle Bluffs Wealth Management LLC 6,000 $203K 0.11% 0 13F-HR Timeline BNP PARIBAS ASSET MANAGEMENT Holding S.… in group BNP PARIBAS ASSET MANAGEMENT … More: the full row for BNP PARIBAS ASSET MANAGEMENT Holding S.A. 15,719 $202K <0.01% +9,085 13F-HR Timeline Group PROFUND ADVISORS LLC More: the full row for PROFUND ADVISORS LLC 6,007 $202K 0.01% -354 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 5,995 $201K <0.01% -4,179 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 5,948 $201K <0.01% -1,701 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 5,830 $196K 0.03% +4,519 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 5,772 $194K 0.01% 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 5,610 $188K <0.01% -10,342 13F-HR Timeline Group Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 5,300 $178K 0.05% +2,956 13F-HR Timeline MEEDER ASSET MANAGEMENT INC in group Meeder Advisory Services, Inc. More: the full row for MEEDER ASSET MANAGEMENT INC 5,049 $170K 0.01% -23,259 13F-HR Timeline Group BI Asset Management Fondsmaeglerselskab… in group BI Asset Management Fondsmaeg… More: the full row for BI Asset Management Fondsmaeglerselskab A/S 4,971 $167K <0.01% -94,569 13F-HR Timeline Group Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 4,633 $156K 0.02% 0 13F-HR Timeline Bradley & Co. Private Wealth Management… More: the full row for Bradley & Co. Private Wealth Management, LLC 4,500 $151K 0.1% 0 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 4,380 $147K 0.06% +100 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 4,183 $140K <0.01% -208 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 4,146 $139K <0.01% -220 13F-HR Timeline Group Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 4,059 $136K 0.02% -1,426 13F-HR Timeline CROWLEY WEALTH MANAGEMENT, INC. More: the full row for CROWLEY WEALTH MANAGEMENT, INC. 3,979 $134K 0.13% -623 13F-HR Timeline Wahed Invest LLC More: the full row for Wahed Invest LLC 3,884 $130K 0.02% +30 13F-HR Timeline Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 3,662 $123K 0.05% +32 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 3,871 $122K <0.01% -30 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 3,546 $120K 0.01% 0 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 3,544 $119K 0.08% +1,963 13F-HR Timeline Generali Investments Towarzystwo Fundus… in group Generali Powszechne Towarzyst… More: the full row for Generali Investments Towarzystwo Funduszy Inwestycyjnych 3,500 $118K 0.07% +500 13F-HR Timeline Group Vestcor Inc More: the full row for Vestcor Inc 3,433 $115K <0.01% 0 13F-HR Timeline CI INVESTMENTS INC. in group CI INVESTMENTS INC. More: the full row for CI INVESTMENTS INC. 3,428 $115K <0.01% -217 13F-HR Timeline Group Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 3,394 $114K 0.01% +92 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 3,343 $112K 0.01% 0 13F-HR Timeline Lindbrook Capital, LLC More: the full row for Lindbrook Capital, LLC 3,304 $111K 0.01% -2,222 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 3,282 $110K 0.01% -16 13F-HR Timeline Group DZ BANK AG Deutsche Zentral Genossensch… in group DZ BANK AG Deutsche Zentral G… More: the full row for DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 3,276 $110K <0.01% new 13F-HR Timeline Group SUMMIT SECURITIES GROUP LLC More: the full row for SUMMIT SECURITIES GROUP LLC 3,215 $108K 0.07% +2,715 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 3,199 $107K 0.01% -107 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 3,178 $107K 0.01% -97 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 3,152 $106K 0.01% -697 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 3,149 $106K <0.01% +310 13F-HR Timeline Greykasell Wealth Strategies, Inc. More: the full row for Greykasell Wealth Strategies, Inc. 3,091 $104K 0.06% new 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 3,068 $103K <0.01% -147 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 2,797 $93.9K <0.01% -524 13F-HR Timeline Group BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 2,659 $89.9K <0.01% +503 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 2,590 $87K 0.01% +681 13F-HR/A Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 2,161 $72.6K <0.01% +391 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 2,109 $70.8K 0.01% -1,000 13F-HR Timeline WESTPAC BANKING CORP in group WESTPAC BANKING CORP More: the full row for WESTPAC BANKING CORP 2,016 $67.7K <0.01% 0 13F-HR Timeline Group Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 1,993 $67.3K 0.04% +31 13F-HR Timeline THOMPSON INVESTMENT MANAGEMENT, INC. More: the full row for THOMPSON INVESTMENT MANAGEMENT, INC. 2,000 $67.2K 0.01% 0 13F-HR Timeline SRH ADVISORS, LLC More: the full row for SRH ADVISORS, LLC 2,000 $67.2K 0.02% 0 13F-HR Timeline New England Capital Financial Advisors … More: the full row for New England Capital Financial Advisors LLC 1,924 $64.6K 0.03% +1 13F-HR Timeline Sandy Spring Bank More: the full row for Sandy Spring Bank 1,866 $62.7K <0.01% -126 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 1,853 $62.2K <0.01% -4,025 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 1,787 $60K 0.01% +983 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 1,780 $59.8K <0.01% -2,627 13F-HR Timeline City State Bank More: the full row for City State Bank 1,755 $58.9K 0.02% 0 13F-HR Timeline Advisors Asset Management, Inc. More: the full row for Advisors Asset Management, Inc. 1,654 $55.5K <0.01% -606 13F-HR/A Timeline Siemens Fonds Invest GmbH More: the full row for Siemens Fonds Invest GmbH 1,602 $53.8K <0.01% new 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 1,583 $53.2K <0.01% +407 13F-HR Timeline CASTLEARK MANAGEMENT LLC More: the full row for CASTLEARK MANAGEMENT LLC 1,560 $52.4K <0.01% 0 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 1,513 $50.8K 0.01% +60 13F-HR Timeline Lummis Asset Management, LP More: the full row for Lummis Asset Management, LP 1,500 $50.4K 0.03% 0 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 1,593 $50.4K <0.01% +1,104 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 1,493 $50.1K <0.01% -392 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 1,472 $49.4K 0.01% +648 13F-HR Timeline Aster Capital Management (DIFC) Ltd More: the full row for Aster Capital Management (DIFC) Ltd 1,567 $48.7K 0.01% -512 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 1,433 $48.1K 0.01% -48 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 1,407 $47.3K <0.01% -235 13F-HR Timeline Keener Financial Planning LLC More: the full row for Keener Financial Planning LLC 1,400 $47K 0.03% 0 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 1,392 $46.7K <0.01% -93 13F-HR Timeline Riverview Trust Co More: the full row for Riverview Trust Co 1,390 $46.7K 0.05% -18 13F-HR Timeline Bank & Trust Co More: the full row for Bank & Trust Co 1,389 $46.6K 0.04% 0 13F-HR Timeline GODSEY & GIBB, INC More: the full row for GODSEY & GIBB, INC 1,356 $45.5K <0.01% -750 13F-HR Timeline Kozak & Associates, Inc. More: the full row for Kozak & Associates, Inc. 1,734 $44.3K 0.01% +217 13F-HR Timeline SENTRY INVESTMENT MANAGEMENT LLC More: the full row for SENTRY INVESTMENT MANAGEMENT LLC 1,712 $44K 0.03% -512 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 1,327 $44K 0.01% 0 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 1,310 $44K 0.03% -255 13F-HR Timeline SWAN Capital LLC More: the full row for SWAN Capital LLC 1,300 $43.7K 0.02% 0 13F-HR Timeline VSM Wealth Advisory, LLC More: the full row for VSM Wealth Advisory, LLC 1,250 $42K 0.02% +6 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 1,154 $38.8K 0.01% +160 13F-HR Timeline DELTA ASSET MANAGEMENT LLC/TN More: the full row for DELTA ASSET MANAGEMENT LLC/TN 1,130 $37.9K <0.01% 0 13F-HR Timeline Cheviot Value Management, LLC More: the full row for Cheviot Value Management, LLC 1,250 $37.6K <0.01% new 13F-HR Timeline WASHINGTON TRUST Co More: the full row for WASHINGTON TRUST Co 1,111 $37.3K <0.01% +114 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 1,080 $36.3K <0.01% -75 13F-HR Timeline Ridgewood Investments LLC More: the full row for Ridgewood Investments LLC 1,076 $36.1K 0.02% -270 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 1,063 $35.7K <0.01% -935 13F-HR Timeline Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 1,053 $35.4K 0.05% +186 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 1,053 $35.4K <0.01% -65,134 13F-HR Timeline Group Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 1,040 $34.9K <0.01% -202 13F-HR Timeline