Stillwater Wealth Management Group More: the full row for Stillwater Wealth Management Group 23,065 $1.52M 1.07% 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 22,623 $1.52M 0.06% +253 13F-HR Timeline Traynor Capital Management, Inc. More: the full row for Traynor Capital Management, Inc. 22,963 $1.52M 0.09% -1,229 13F-HR Timeline Beacon Financial Advisory LLC More: the full row for Beacon Financial Advisory LLC 22,881 $1.51M 0.35% +75 13F-HR Timeline Arete Wealth Advisors, LLC More: the full row for Arete Wealth Advisors, LLC 22,859 $1.51M 0.09% +1,051 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 22,816 $1.51M 0.05% +3,795 13F-HR Timeline Group SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 22,739 $1.5M 0.08% +4,919 13F-HR Timeline MARCO INVESTMENT MANAGEMENT LLC More: the full row for MARCO INVESTMENT MANAGEMENT LLC 22,718 $1.5M 0.11% -130 13F-HR Timeline One Capital Management, LLC More: the full row for One Capital Management, LLC 22,490 $1.49M 0.05% +250 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 22,372 $1.48M 0.03% +667 13F-HR Timeline VeraBank, N.A. More: the full row for VeraBank, N.A. 22,106 $1.46M 0.27% -1,950 13F-HR Timeline WFA Asset Management Corp More: the full row for WFA Asset Management Corp 28,595 $1.46M 0.79% +4,933 13F-HR Timeline BURNEY CO/ More: the full row for BURNEY CO/ 22,071 $1.46M 0.05% +2,159 13F-HR Timeline ALKEME WEALTH, LLC More: the full row for ALKEME WEALTH, LLC 22,043 $1.46M 0.63% -203 13F-HR Timeline Quilter Plc in group Quilter Plc More: the full row for Quilter Plc 22,018 $1.45M 0.02% +900 13F-HR Timeline Group Welch & Forbes LLC More: the full row for Welch & Forbes LLC 21,984 $1.45M 0.02% 0 13F-HR Timeline Ethos Financial Group, LLC More: the full row for Ethos Financial Group, LLC 21,942 $1.45M 0.11% +114 13F-HR Timeline Leisure Capital Management More: the full row for Leisure Capital Management 21,894 $1.45M 0.5% -458 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 21,873 $1.44M 0.14% -3,447 13F-HR Timeline FRG Family Wealth Advisors LLC More: the full row for FRG Family Wealth Advisors LLC 21,867 $1.44M 0.23% 0 13F-HR Timeline HERITAGE INVESTORS MANAGEMENT CORP More: the full row for HERITAGE INVESTORS MANAGEMENT CORP 21,857 $1.44M 0.04% -1,588 13F-HR Timeline Ascentis Wealth Management, LLC group of 2 filers holding More: the full row for Ascentis Wealth Management, LLC 21,835 $1.44M +2,751 Timeline AMICA MUTUAL INSURANCE CO More: the full row for AMICA MUTUAL INSURANCE CO 21,811 $1.44M 0.13% -18,088 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 21,784 $1.44M 0.04% +7,043 13F-HR Timeline Onyx Bridge Wealth Group LLC More: the full row for Onyx Bridge Wealth Group LLC 21,767 $1.44M 0.16% +1,025 13F-HR Timeline Kera Capital Partners, Inc. More: the full row for Kera Capital Partners, Inc. 21,746 $1.44M 0.22% new 13F-HR Timeline EVERETT HARRIS & CO /CA/ More: the full row for EVERETT HARRIS & CO /CA/ 21,726 $1.44M 0.02% 0 13F-HR Timeline BURKE & HERBERT BANK & TRUST CO More: the full row for BURKE & HERBERT BANK & TRUST CO 21,725 $1.44M 0.31% -243 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 24,642 $1.43M 0.12% -52,000 13F-HR Timeline CSS LLC/IL More: the full row for CSS LLC/IL 21,670 $1.43M 0.09% -7,740 13F-HR Timeline Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 21,667 $1.43M 0.1% -14,705 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 21,603 $1.43M 0.02% -343 13F-HR Timeline Group Qtron Investments LLC More: the full row for Qtron Investments LLC 21,601 $1.43M 0.18% 0 13F-HR Timeline Cornerstone Select Advisors, LLC More: the full row for Cornerstone Select Advisors, LLC 21,510 $1.42M 1.04% +1,653 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 21,204 $1.4M 0.02% +537 13F-HR Timeline Aurdan Capital Management, LLC More: the full row for Aurdan Capital Management, LLC 21,136 $1.4M 0.44% +230 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 21,128 $1.4M 0.08% -477 13F-HR Timeline GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 21,105 $1.39M 0.05% +14,118 13F-HR Timeline Sonora Investment Management Group, LLC More: the full row for Sonora Investment Management Group, LLC 21,103 $1.39M 0.1% +798 13F-HR Timeline ICW Investment Advisors LLC More: the full row for ICW Investment Advisors LLC 21,086 $1.39M 0.51% +155 13F-HR Timeline VALICENTI ADVISORY SERVICES INC More: the full row for VALICENTI ADVISORY SERVICES INC 21,072 $1.39M 0.3% -261 13F-HR Timeline R.M.SINCERBEAUX CAPITAL MANAGEMENT LLC More: the full row for R.M.SINCERBEAUX CAPITAL MANAGEMENT LLC 21,032 $1.39M 0.75% +1,200 13F-HR Timeline LEE DANNER & BASS INC More: the full row for LEE DANNER & BASS INC 21,027 $1.39M 0.1% -2,425 13F-HR Timeline Dodge & Cox More: the full row for Dodge & Cox 21,000 $1.39M <0.01% 0 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 20,989 $1.39M 0.07% 13F-HR Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 20,945 $1.38M 0.02% -1,469 13F-HR Timeline Group Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 20,944 $1.38M 0.28% -222 13F-HR Timeline Ipswich Investment Management Co., Inc. More: the full row for Ipswich Investment Management Co., Inc. 20,845 $1.38M 0.32% 0 13F-HR Timeline Forvis Mazars Wealth Advisors, LLC More: the full row for Forvis Mazars Wealth Advisors, LLC 20,838 $1.38M 0.03% +3,507 13F-HR Timeline SPRENG CAPITAL MANAGEMENT, INC. More: the full row for SPRENG CAPITAL MANAGEMENT, INC. 20,761 $1.37M 0.55% -54 13F-HR Timeline Finer Wealth Management, Inc. More: the full row for Finer Wealth Management, Inc. 20,760 $1.37M 0.68% -661 13F-HR Timeline Midwest Trust Co More: the full row for Midwest Trust Co 20,647 $1.36M 0.02% +841 13F-HR Timeline Wealth Alliance Advisory Group, LLC More: the full row for Wealth Alliance Advisory Group, LLC 20,559 $1.36M 0.24% -2,629 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 20,508 $1.35M 0.05% +10,166 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 20,371 $1.35M 0.16% 0 13F-HR Timeline MAINSTAY CAPITAL MANAGEMENT LLC /ADV More: the full row for MAINSTAY CAPITAL MANAGEMENT LLC /ADV 20,332 $1.34M 0.13% -20,394 13F-HR Timeline Wellington Shields Capital Management, … group of 2 filers holding More: the full row for Wellington Shields Capital Management, LLC 20,248 $1.34M -33 Timeline Annex Advisory Services, LLC More: the full row for Annex Advisory Services, LLC 20,236 $1.34M 0.03% +1,892 13F-HR Timeline HCR Wealth Advisors More: the full row for HCR Wealth Advisors 20,239 $1.33M 0.14% -1,038 13F-HR Timeline CHARTER RESEARCH & INVESTMENT GROUP, IN… More: the full row for CHARTER RESEARCH & INVESTMENT GROUP, INC. 19,942 $1.32M 0.91% -250 13F-HR Timeline Quantessence Capital LLC More: the full row for Quantessence Capital LLC 19,928 $1.32M 0.42% -15,467 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 20,107 $1.32M 0.14% -834 13F-HR Timeline First Nebraska Trust Co More: the full row for First Nebraska Trust Co 19,911 $1.32M 0.12% 0 13F-HR Timeline Pinion Investment Advisors, LLC More: the full row for Pinion Investment Advisors, LLC 20,328 $1.31M 0.36% +947 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 19,819 $1.31M 0.01% +179 13F-HR Timeline BEESE FULMER INVESTMENT MANAGEMENT, INC. More: the full row for BEESE FULMER INVESTMENT MANAGEMENT, INC. 19,697 $1.3M 0.09% +3 13F-HR Timeline Allegheny Financial Group More: the full row for Allegheny Financial Group 19,622 $1.3M 0.24% +785 13F-HR Timeline OXFORD ASSET MANAGEMENT LLP More: the full row for OXFORD ASSET MANAGEMENT LLP 19,604 $1.3M 0.43% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. KLCM Advisors, Inc. More: the full row for KLCM Advisors, Inc. 19,501 $1.29M 0.13% -1,174 13F-HR Timeline Everstar Asset Management, LLC More: the full row for Everstar Asset Management, LLC 19,480 $1.29M 0.73% +1,337 13F-HR Timeline FIRST MERCHANTS CORP More: the full row for FIRST MERCHANTS CORP 19,425 $1.28M 0.05% -60 13F-HR Timeline KANAWHA CAPITAL MANAGEMENT LLC More: the full row for KANAWHA CAPITAL MANAGEMENT LLC 19,386 $1.28M 0.09% +1,080 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 19,312 $1.28M 0.03% +3,484 13F-HR Timeline Group PBMares Wealth Management LLC More: the full row for PBMares Wealth Management LLC 19,236 $1.27M 0.21% +3 13F-HR Timeline Monument Capital Management More: the full row for Monument Capital Management 19,236 $1.27M 0.32% +6,703 13F-HR Timeline SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 19,225 $1.27M 0.1% -351 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 19,046 $1.27M 0.05% +895 13F-HR Timeline PARK NATIONAL CORP /OH/ More: the full row for PARK NATIONAL CORP /OH/ 19,177 $1.27M 0.04% -706 13F-HR Timeline FRANKLIN STREET ADVISORS INC /NC More: the full row for FRANKLIN STREET ADVISORS INC /NC 19,119 $1.26M 0.07% -460 13F-HR Timeline Mork Capital Management, LLC More: the full row for Mork Capital Management, LLC 19,100 $1.26M 0.87% 0 13F-HR Timeline DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 18,960 $1.25M 0.03% +5,434 13F-HR Timeline CORTLAND ASSOCIATES INC/MO More: the full row for CORTLAND ASSOCIATES INC/MO 18,934 $1.25M 0.15% +292 13F-HR Timeline 111 Capital More: the full row for 111 Capital 18,937 $1.25M 0.24% +8,432 13F-HR Timeline Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 18,930 $1.25M 0.11% +3,807 13F-HR Timeline SUMMIT SECURITIES GROUP LLC More: the full row for SUMMIT SECURITIES GROUP LLC 18,897 $1.25M 0.41% -80,836 13F-HR Timeline Widmann Financial Services, Inc. More: the full row for Widmann Financial Services, Inc. 18,854 $1.25M 0.78% -143 13F-HR Timeline Blackstone Inc. in group Blackstone Inc. More: the full row for Blackstone Inc. 18,850 $1.25M 0.01% new 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. Centennial Wealth Advisory LLC More: the full row for Centennial Wealth Advisory LLC 18,841 $1.24M 0.35% +357 13F-HR Timeline DUDLEY CAPITAL MANAGEMENT, LLC More: the full row for DUDLEY CAPITAL MANAGEMENT, LLC 18,790 $1.24M 0.56% +20 13F-HR Timeline denkapparat Operations GmbH More: the full row for denkapparat Operations GmbH 18,594 $1.23M 0.78% 0 13F-HR Timeline Cadence Bank More: the full row for Cadence Bank 18,579 $1.23M 0.07% -59 13F-HR Timeline SUMITOMO LIFE INSURANCE CO More: the full row for SUMITOMO LIFE INSURANCE CO 18,489 $1.22M 0.04% -557 13F-HR Timeline Retirement Planning Group, LLC More: the full row for Retirement Planning Group, LLC 18,445 $1.22M 0.04% +249 13F-HR Timeline LAZARI CAPITAL MANAGEMENT, INC. More: the full row for LAZARI CAPITAL MANAGEMENT, INC. 18,444 $1.22M 0.41% +37 13F-HR Timeline Fluent Financial, LLC More: the full row for Fluent Financial, LLC 18,426 $1.22M 0.48% -5,491 13F-HR Timeline CAPITAL ADVISORS INC/OK More: the full row for CAPITAL ADVISORS INC/OK 18,347 $1.21M 0.02% +139 13F-HR Timeline Zhang Financial LLC More: the full row for Zhang Financial LLC 18,307 $1.21M 0.05% 0 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 18,300 $1.21M 0.02% -121 13F-HR Timeline WINNACLE WEALTH LLC More: the full row for WINNACLE WEALTH LLC 18,029 $1.21M 0.95% +17,429 13F-HR Timeline Walleye Capital LLC group of 2 filers holding More: the full row for Walleye Capital LLC 18,285 $1.21M -8,005 Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 18,280 $1.21M 0.05% -819 13F-HR Timeline FIRST FOUNDATION ADVISORS in group FIRST FOUNDATION ADVISORS More: the full row for FIRST FOUNDATION ADVISORS 18,260 $1.21M 0.04% -2,783 13F-HR Timeline Group Fiduciary Alliance LLC More: the full row for Fiduciary Alliance LLC 18,231 $1.2M 0.08% +1,494 13F-HR Timeline Michels Family Financial, LLC More: the full row for Michels Family Financial, LLC 18,223 $1.2M 0.94% -989 13F-HR Timeline Independent Wealth Network Inc. More: the full row for Independent Wealth Network Inc. 18,222 $1.2M 0.39% -282 13F-HR Timeline Lantz Financial LLC More: the full row for Lantz Financial LLC 18,211 $1.2M 0.27% new 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 18,207 $1.2M 0.07% +9,360 13F-HR Timeline Williamson Legacy Group, LLC More: the full row for Williamson Legacy Group, LLC 18,160 $1.2M 0.93% -567 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 18,092 $1.2M 0.05% +1,541 13F-HR Timeline Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 18,089 $1.19M 0.15% -3,268 13F-HR Timeline Beutel, Goodman & Co Ltd. More: the full row for Beutel, Goodman & Co Ltd. 18,000 $1.19M 0.01% new 13F-HR Timeline EXCALIBUR MANAGEMENT CORP More: the full row for EXCALIBUR MANAGEMENT CORP 17,987 $1.19M 0.43% -25 13F-HR Timeline SANDERS MORRIS HARRIS LLC More: the full row for SANDERS MORRIS HARRIS LLC 17,951 $1.19M 0.16% +9,292 13F-HR Timeline Mattson Financial Services, LLC More: the full row for Mattson Financial Services, LLC 17,943 $1.19M 0.28% new 13F-HR Timeline James J. Burns & Company, LLC More: the full row for James J. Burns & Company, LLC 17,906 $1.18M 0.18% 0 13F-HR Timeline PARADIGM ASSET MANAGEMENT CO LLC More: the full row for PARADIGM ASSET MANAGEMENT CO LLC 17,900 $1.18M 0.27% 0 13F-HR Timeline Jefferies Financial Group Inc. in group Jefferies Financial Group Inc. More: the full row for Jefferies Financial Group Inc. 17,861 $1.18M 0.01% -14,795 13F-HR Timeline Group Ted Buchan & Co More: the full row for Ted Buchan & Co 17,818 $1.18M 0.46% +1,148 13F-HR Timeline Oliver Luxxe Assets LLC More: the full row for Oliver Luxxe Assets LLC 17,610 $1.16M 0.18% 0 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 18,355 $1.16M 0.03% +1,056 13F-HR Timeline SEARLE & CO. More: the full row for SEARLE & CO. 17,578 $1.16M 0.31% 0 13F-HR Timeline BURNS J W & CO INC/NY More: the full row for BURNS J W & CO INC/NY 17,465 $1.15M 0.13% -750 13F-HR Timeline Clarity Financial LLC More: the full row for Clarity Financial LLC 17,352 $1.15M 0.11% +891 13F-HR Timeline PHILADELPHIA TRUST CO More: the full row for PHILADELPHIA TRUST CO 17,324 $1.14M 0.08% +2,225 13F-HR Timeline ASHTON THOMAS SECURITIES, LLC More: the full row for ASHTON THOMAS SECURITIES, LLC 17,272 $1.14M 0.16% -1,102 13F-HR Timeline LMR Partners LLP in group LMR Partners LLP More: the full row for LMR Partners LLP 17,205 $1.14M 0.01% +8,952 13F-HR Timeline Group PROFUND ADVISORS LLC More: the full row for PROFUND ADVISORS LLC 17,133 $1.13M 0.04% -3,066 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 17,023 $1.12M 0.09% +221 13F-HR Timeline Portfolio Strategies, Inc. More: the full row for Portfolio Strategies, Inc. 16,998 $1.12M 0.13% new 13F-HR Timeline Invst, LLC More: the full row for Invst, LLC 16,993 $1.12M 0.13% +478 13F-HR Timeline CHELSEA COUNSEL CO More: the full row for CHELSEA COUNSEL CO 16,710 $1.12M 0.5% -4,132 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 16,953 $1.12M 0.13% 0 13F-HR Timeline D'Orazio & Associates, Inc. More: the full row for D'Orazio & Associates, Inc. 16,918 $1.12M 0.15% +413 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 16,903 $1.12M 0.05% +434 13F-HR Timeline Intrua Financial, LLC More: the full row for Intrua Financial, LLC 16,885 $1.12M 0.13% +4,222 13F-HR Timeline CIDEL ASSET MANAGEMENT INC More: the full row for CIDEL ASSET MANAGEMENT INC 16,852 $1.11M 0.06% -673 13F-HR Timeline GSA CAPITAL PARTNERS LLP More: the full row for GSA CAPITAL PARTNERS LLP 16,838 $1.11M 0.09% +1,559 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 16,769 $1.11M 0.09% +180 13F-HR Timeline Geneva Partners, LLC More: the full row for Geneva Partners, LLC 16,640 $1.1M 0.4% new 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 16,370 $1.1M 0.07% +2,505 13F-HR Timeline Schonfeld Strategic Advisors LLC More: the full row for Schonfeld Strategic Advisors LLC 16,531 $1.09M 0.01% new 13F-HR Timeline Harvest Fund Management Co., Ltd in group Harvest Fund Management Co., … More: the full row for Harvest Fund Management Co., Ltd 16,521 $1.09M 0.05% +1,840 13F-HR Timeline Group CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 16,474 $1.09M 0.15% -142 13F-HR Timeline Group AMERICAN FINANCIAL & TAX STRATEGIES INC More: the full row for AMERICAN FINANCIAL & TAX STRATEGIES INC 16,447 $1.09M 0.54% 0 13F-HR Timeline Measured Wealth Private Client Group, L… More: the full row for Measured Wealth Private Client Group, LLC 16,424 $1.08M 0.29% +1,930 13F-HR Timeline Apexium Financial, LP More: the full row for Apexium Financial, LP 16,359 $1.08M 0.05% -516 13F-HR Timeline MTM Investment Management, LLC More: the full row for MTM Investment Management, LLC 16,293 $1.08M 0.34% +7 13F-HR Timeline FORA Capital, LLC More: the full row for FORA Capital, LLC 16,270 $1.07M 0.19% new 13F-HR Timeline Jaffetilchin Investment Partners, LLC More: the full row for Jaffetilchin Investment Partners, LLC 16,254 $1.07M 0.06% +59 13F-HR Timeline CenterBook Partners LP More: the full row for CenterBook Partners LP 16,222 $1.07M 0.05% +2,619 13F-HR Timeline Salvus Wealth Management, LLC More: the full row for Salvus Wealth Management, LLC 16,161 $1.07M 0.6% +903 13F-HR Timeline Westbourne Investment Advisors, Inc. More: the full row for Westbourne Investment Advisors, Inc. 16,099 $1.06M 0.3% 0 13F-HR Timeline BECK MACK & OLIVER LLC More: the full row for BECK MACK & OLIVER LLC 16,090 $1.06M 0.02% 0 13F-HR Timeline Koss-Olinger Consulting, LLC More: the full row for Koss-Olinger Consulting, LLC 17,978 $1.05M 0.09% 0 13F-HR Timeline Wagner Wealth Management, LLC More: the full row for Wagner Wealth Management, LLC 15,907 $1.05M 0.24% -606 13F-HR Timeline MOODY LYNN LIEBERSON & WALKER, LLC More: the full row for MOODY LYNN LIEBERSON & WALKER, LLC 15,870 $1.05M 0.06% -21 13F-HR Timeline REXFORD CAPITAL INC More: the full row for REXFORD CAPITAL INC 15,832 $1.05M 0.81% 0 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 15,724 $1.04M 0.05% -1,751 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 15,893 $1.04M 0.04% +610 13F-HR Timeline Benchmark Financial Wealth Advisors, LLC More: the full row for Benchmark Financial Wealth Advisors, LLC 15,599 $1.03M 0.31% +126 13F-HR Timeline Tradition Wealth Management, LLC More: the full row for Tradition Wealth Management, LLC 15,572 $1.03M 0.08% +365 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 15,299 $1.03M 0.01% +185 13F-HR Timeline CWS Financial Advisors, LLC More: the full row for CWS Financial Advisors, LLC 15,417 $1.02M 0.28% +78 13F-HR Timeline WOODWARD DIVERSIFIED CAPITAL, LLC More: the full row for WOODWARD DIVERSIFIED CAPITAL, LLC 15,408 $1.02M 0.47% -962 13F-HR Timeline Badgley Phelps Wealth Managers, LLC More: the full row for Badgley Phelps Wealth Managers, LLC 15,126 $1.02M 0.02% -31 13F-HR Timeline KLINGENSTEIN FIELDS & CO LP More: the full row for KLINGENSTEIN FIELDS & CO LP 15,365 $1.02M 0.04% 0 13F-HR Timeline Maxi Investments CY Ltd More: the full row for Maxi Investments CY Ltd 15,300 $1.01M 0.21% new 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 17,196 $1.01M 0.14% -1,026 13F-HR/A Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 15,289 $1.01M 0.01% +223 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Kapstone Financial Advisors LLC More: the full row for Kapstone Financial Advisors LLC 15,275 $1.01M 0.48% -120 13F-HR Timeline Summit Global Investments in group Summit Global Investments More: the full row for Summit Global Investments 15,252 $1.01M 0.06% +656 13F-HR Timeline Group V-Square Quantitative Management LLC More: the full row for V-Square Quantitative Management LLC 15,233 $1.01M 0.17% +2,996 13F-HR Timeline Richard W. Paul & Associates, LLC More: the full row for Richard W. Paul & Associates, LLC 15,228 $1.01M 0.34% -842 13F-HR Timeline Purkiss Capital Advisors LLC More: the full row for Purkiss Capital Advisors LLC 15,214 $1.01M 0.48% +1,158 13F-HR Timeline MAGNOLIA CAPITAL ADVISORS LLC More: the full row for MAGNOLIA CAPITAL ADVISORS LLC 15,210 $1M 0.26% +302 13F-HR Timeline GM Advisory Group, LLC More: the full row for GM Advisory Group, LLC 15,178 $1M 0.04% +54 13F-HR Timeline Neo Ivy Capital Management More: the full row for Neo Ivy Capital Management 15,162 $1M 0.24% new 13F-HR Timeline Evernest Financial Advisors, LLC More: the full row for Evernest Financial Advisors, LLC 15,112 $998K 0.28% -1 13F-HR Timeline WealthPLAN Partners, LLC More: the full row for WealthPLAN Partners, LLC 15,031 $993K 0.15% -838 13F-HR Timeline COZAD ASSET MANAGEMENT INC More: the full row for COZAD ASSET MANAGEMENT INC 15,016 $992K 0.08% 0 13F-HR Timeline Compagnie Lombard Odier SCmA More: the full row for Compagnie Lombard Odier SCmA 15,000 $991K 0.01% 0 13F-HR Timeline Arnhold LLC More: the full row for Arnhold LLC 15,000 $991K 0.08% 0 13F-HR Timeline BRASS TAX WEALTH MANAGEMENT, INC More: the full row for BRASS TAX WEALTH MANAGEMENT, INC 14,983 $990K 0.16% -193 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 14,975 $989K 0.07% -1,076 13F-HR Timeline PLIMOTH TRUST CO LLC More: the full row for PLIMOTH TRUST CO LLC 14,933 $986K 0.22% -95 13F-HR Timeline Tradewinds, LLC. More: the full row for Tradewinds, LLC. 14,927 $986K 0.24% new 13F-HR Timeline WESPAC Advisors, LLC More: the full row for WESPAC Advisors, LLC 14,912 $985K 0.58% -323 13F-HR Timeline Fiduciary Group, LLC More: the full row for Fiduciary Group, LLC 14,878 $983K 0.09% 0 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 14,850 $981K 0.04% +420 13F-HR Timeline Red Door Wealth Management, LLC More: the full row for Red Door Wealth Management, LLC 14,813 $979K 0.1% +1 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 14,777 $976K 0.1% +2,505 13F-HR Timeline Arista Wealth Management, LLC More: the full row for Arista Wealth Management, LLC 14,694 $971K 0.12% -325 13F-HR Timeline Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 14,677 $970K 0.07% +288 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 14,644 $967K 0.36% +9,975 13F-HR Timeline Laurion Capital Management LP More: the full row for Laurion Capital Management LP 14,626 $966K 0.13% 0 13F-HR Timeline Virtue Capital Management, LLC More: the full row for Virtue Capital Management, LLC 2,117 $965K 0.15% -2,477 13F-HR/A Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 14,580 $963K -364 Timeline INCEPTIONR LLC More: the full row for INCEPTIONR LLC 14,555 $962K 0.23% -12,742 13F-HR Timeline Wolff Financial Management LLC More: the full row for Wolff Financial Management LLC 14,551 $961K 0.22% +226 13F-HR Timeline COURIER CAPITAL LLC More: the full row for COURIER CAPITAL LLC 14,545 $961K 0.06% -173 13F-HR Timeline