Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 6,206 $539K 0.03% -1,807 13F-HR Timeline Henderson Brothers Financial Partners, … More: the full row for Henderson Brothers Financial Partners, LLC 1,886 $538K 0.27% 13F-HR Timeline BECKER CAPITAL MANAGEMENT INC More: the full row for BECKER CAPITAL MANAGEMENT INC 6,186 $538K 0.02% -495 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 6,131 $533K 0.04% -4 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 6,105 $530K 0.19% -1,070 13F-HR Timeline Optas, LLC More: the full row for Optas, LLC 6,064 $527K 0.09% -277 13F-HR Timeline SEARLE & CO. More: the full row for SEARLE & CO. 6,046 $525K 0.15% 0 13F-HR Timeline Formidable Asset Management, LLC More: the full row for Formidable Asset Management, LLC 6,042 $525K 0.09% +935 13F-HR Timeline Xcel Wealth Management, LLC More: the full row for Xcel Wealth Management, LLC 6,013 $522K 0.16% -144 13F-HR Timeline Legacy Advisors, LLC More: the full row for Legacy Advisors, LLC 6,000 $522K 0.05% +255 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 5,969 $519K 0.02% +811 13F-HR Timeline Garden State Investment Advisory Servic… More: the full row for Garden State Investment Advisory Services LLC 5,944 $518K 0.17% +71 13F-HR Timeline Moloney Securities Asset Management, LLC More: the full row for Moloney Securities Asset Management, LLC 5,958 $518K 0.07% -41 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 5,955 $517K 0.02% -4,983 13F-HR Timeline Group EDMOND DE ROTHSCHILD HOLDING S.A. in group EDMOND DE ROTHSCHILD HOLDING … More: the full row for EDMOND DE ROTHSCHILD HOLDING S.A. 5,914 $514K 0.01% +440 13F-HR Timeline Group Polymer Capital Management (US) LLC More: the full row for Polymer Capital Management (US) LLC 5,898 $512K 0.15% new 13F-HR Timeline Alta Advisers Ltd in group Alta Advisers Ltd More: the full row for Alta Advisers Ltd 5,894 $512K 0.22% +2,200 13F-HR Timeline Group Successful Portfolios LLC More: the full row for Successful Portfolios LLC 5,882 $511K 0.35% -16 13F-HR Timeline Union Bancaire Privee, UBP SA More: the full row for Union Bancaire Privee, UBP SA 5,900 $510K 0.01% -4,150 13F-HR Timeline Capital Investment Counsel, Inc More: the full row for Capital Investment Counsel, Inc 5,850 $508K 0.08% +1,100 13F-HR Timeline Fairtree Asset Management (Pty) Ltd More: the full row for Fairtree Asset Management (Pty) Ltd 5,834 $507K 0.41% -747 13F-HR Timeline FIRST CITIZENS BANK & TRUST CO More: the full row for FIRST CITIZENS BANK & TRUST CO 5,832 $507K 0.01% -23 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 5,818 $505K 0.03% +1,566 13F-HR Timeline Group Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 5,816 $505K 0.03% +882 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 5,805 $504K 0.02% +3,052 13F-HR Timeline Group Avantra Family Wealth, Inc. More: the full row for Avantra Family Wealth, Inc. 5,800 $504K 0.48% -422 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 5,769 $501K 0.04% +10 13F-HR Timeline Avestar Capital, LLC More: the full row for Avestar Capital, LLC 5,766 $501K 0.05% -1,071 13F-HR Timeline Waterfront Wealth Inc. More: the full row for Waterfront Wealth Inc. 5,734 $498K 0.12% -23 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 5,727 $498K 0.04% -26 13F-HR Timeline ROMANO BROTHERS AND COMPANY More: the full row for ROMANO BROTHERS AND COMPANY 5,715 $497K 0.06% new 13F-HR Timeline Safeguard Investment Advisory Group, LLC More: the full row for Safeguard Investment Advisory Group, LLC 5,707 $496K 0.13% +1,109 13F-HR Timeline GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 5,707 $496K 0.04% +110 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 5,698 $495K 0.04% -47 13F-HR Timeline Arete Wealth Advisors, LLC More: the full row for Arete Wealth Advisors, LLC 5,685 $494K 0.04% -11,160 13F-HR Timeline Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 5,684 $494K 0.01% -1,905 13F-HR Timeline Occidental Asset Management, LLC More: the full row for Occidental Asset Management, LLC 5,673 $493K 0.07% +1,555 13F-HR Timeline Samalin Investment Counsel, LLC More: the full row for Samalin Investment Counsel, LLC 5,642 $490K 0.2% +162 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 5,596 $486K 0.01% +202 13F-HR Timeline Aureus Asset Management, LLC More: the full row for Aureus Asset Management, LLC 5,563 $483K 0.03% 0 13F-HR Timeline 3Chopt Investment Partners, LLC More: the full row for 3Chopt Investment Partners, LLC 5,530 $481K 0.13% new 13F-HR Timeline MRP Capital Investments, LLC More: the full row for MRP Capital Investments, LLC 5,535 $481K 0.45% -975 13F-HR Timeline POSTROCK PARTNERS LLC More: the full row for POSTROCK PARTNERS LLC 5,510 $479K 0.24% 0 13F-HR Timeline CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 5,485 $477K 0.09% +157 13F-HR Timeline Montecito Bank & Trust More: the full row for Montecito Bank & Trust 5,420 $471K 0.08% -170 13F-HR Timeline Consilium Wealth Advisory, LLC More: the full row for Consilium Wealth Advisory, LLC 5,407 $470K 0.24% +81 13F-HR Timeline Financial Advocates Investment Manageme… More: the full row for Financial Advocates Investment Management 5,407 $470K 0.03% -855 13F-HR Timeline KRS Capital Management, LLC More: the full row for KRS Capital Management, LLC 5,393 $469K 0.37% +70 13F-HR Timeline Knollwood Investment Advisory, LLC More: the full row for Knollwood Investment Advisory, LLC 5,387 $468K 0.05% +1,600 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 5,387 $468K 0.01% +564 13F-HR Timeline Group THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 5,350 $465K 0.08% +1,257 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 5,303 $461K 0.01% +436 13F-HR Timeline LETSON INVESTMENT MANAGEMENT, INC. More: the full row for LETSON INVESTMENT MANAGEMENT, INC. 5,300 $461K 0.19% -2,650 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 5,284 $459K 0.01% +719 13F-HR Timeline Marks Group Wealth Management, Inc More: the full row for Marks Group Wealth Management, Inc 5,241 $455K 0.04% 0 13F-HR Timeline SkyOak Wealth, LLC More: the full row for SkyOak Wealth, LLC 5,218 $453K 0.1% +1,302 13F-HR Timeline Nvest Financial, LLC More: the full row for Nvest Financial, LLC 5,199 $452K 0.24% +636 13F-HR Timeline Absolute Gestao de Investimentos Ltda. More: the full row for Absolute Gestao de Investimentos Ltda. 5,183 $450K 0.2% new 13F-HR Timeline Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 5,175 $450K 0.04% +2,225 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 5,171 $449K 0.03% +586 13F-HR Timeline Garner Asset Management Corp More: the full row for Garner Asset Management Corp 5,157 $448K 0.2% -17 13F-HR Timeline ELEMENT POINTE ADVISORS, LLC More: the full row for ELEMENT POINTE ADVISORS, LLC 5,156 $448K 0.11% +1,979 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 5,148 $448K 0.02% -206 13F-HR Timeline Elyxium Wealth, LLC More: the full row for Elyxium Wealth, LLC 5,153 $448K 0.2% +1,925 13F-HR Timeline Callan Capital, LLC More: the full row for Callan Capital, LLC 5,141 $447K 0.03% +1,026 13F-HR Timeline Burns Matteson Capital Management, LLC More: the full row for Burns Matteson Capital Management, LLC 5,140 $447K 0.24% new 13F-HR Timeline 180 WEALTH ADVISORS, LLC More: the full row for 180 WEALTH ADVISORS, LLC 5,136 $446K 0.07% +110 13F-HR Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 5,121 $445K 0.12% +11 13F-HR Timeline Marcum Wealth, LLC More: the full row for Marcum Wealth, LLC 5,119 $445K 0.04% +198 13F-HR Timeline Investment Partners Asset Management, I… More: the full row for Investment Partners Asset Management, Inc. 5,108 $444K 0.35% -263 13F-HR Timeline DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 5,100 $443K 0.01% +263 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 5,076 $441K 0.04% +656 13F-HR Timeline New World Advisors LLC More: the full row for New World Advisors LLC 5,055 $439K 0.1% +630 13F-HR Timeline Aspen Investment Management Inc More: the full row for Aspen Investment Management Inc 5,043 $438K 0.2% new 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 5,019 $436K 0.11% -8,413 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 5,011 $435K 0.01% -1,806 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Forefront Wealth Partners, LLC More: the full row for Forefront Wealth Partners, LLC 5,000 $434K 0.3% +299 13F-HR Timeline Valliance Asset Management Ltd More: the full row for Valliance Asset Management Ltd 5,000 $434K 1.65% +1,708 13F-HR Timeline Northstar Financial Companies, Inc. More: the full row for Northstar Financial Companies, Inc. 4,990 $434K 0.47% new 13F-HR Timeline Columbia Asset Management More: the full row for Columbia Asset Management 4,980 $433K 0.09% +320 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 4,941 $429K 0.05% +431 13F-HR Timeline AVAII WEALTH MANAGEMENT, LLC More: the full row for AVAII WEALTH MANAGEMENT, LLC 4,937 $429K 0.23% -238 13F-HR/A Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 4,924 $428K 0.04% +267 13F-HR Timeline Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 4,907 $426K 0.06% +1,448 13F-HR Timeline Northwest & Ethical Investments L.P. More: the full row for Northwest & Ethical Investments L.P. 4,900 $425K 0.01% +3,000 13F-HR Timeline Welch Group, LLC More: the full row for Welch Group, LLC 4,806 $425K 0.02% +42 13F-HR Timeline Baader Bank Aktiengesellschaft More: the full row for Baader Bank Aktiengesellschaft 5,010 $425K 0.04% +2,310 13F-HR Timeline Williams Jones Wealth Management, LLC. More: the full row for Williams Jones Wealth Management, LLC. 4,884 $424K 0.01% new 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 4,873 $423K 0.11% -262 13F-HR Timeline Next Level Wealth Planning, LLC More: the full row for Next Level Wealth Planning, LLC 4,846 $421K 0.32% +50 13F-HR Timeline MEANS INVESTMENT CO., INC. More: the full row for MEANS INVESTMENT CO., INC. 4,824 $419K 0.04% -663 13F-HR Timeline CHICAGO TRUST Co NA More: the full row for CHICAGO TRUST Co NA 4,820 $419K 0.07% -2,381 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 4,817 $419K <0.01% +4,527 13F-HR Timeline Phoenix Wealth Advisors More: the full row for Phoenix Wealth Advisors 4,804 $417K 0.18% new 13F-HR Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 4,785 $416K 0.01% -61,245 13F-HR Timeline COZAD ASSET MANAGEMENT INC More: the full row for COZAD ASSET MANAGEMENT INC 4,785 $416K 0.04% -6,190 13F-HR Timeline L2 Asset Management, LLC More: the full row for L2 Asset Management, LLC 4,784 $416K 0.09% +501 13F-HR Timeline BEACON INVESTMENT ADVISORY SERVICES, IN… More: the full row for BEACON INVESTMENT ADVISORY SERVICES, INC. 4,781 $415K 0.02% -1,510 13F-HR Timeline MSH Capital Advisors LLC More: the full row for MSH Capital Advisors LLC 4,770 $415K 0.13% 0 13F-HR Timeline SPC Financial, Inc. More: the full row for SPC Financial, Inc. 4,767 $414K 0.04% +35 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 4,696 $408K 0.02% +451 13F-HR Timeline Pines Wealth Management, LLC More: the full row for Pines Wealth Management, LLC 6,182 $405K 0.19% +1,370 13F-HR Timeline CAPITAL ADVISORY GROUP ADVISORY SERVICE… More: the full row for CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC 4,635 $403K 0.15% -82 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 4,551 $395K 0.02% +536 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 4,550 $395K 0.05% -504 13F-HR Timeline Lindbrook Capital, LLC More: the full row for Lindbrook Capital, LLC 4,543 $395K 0.04% +451 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 4,542 $395K 0.03% +17 13F-HR Timeline Group Old Port Advisors More: the full row for Old Port Advisors 4,533 $394K 0.12% +15 13F-HR Timeline STONEBRIDGE CAPITAL MANAGEMENT INC More: the full row for STONEBRIDGE CAPITAL MANAGEMENT INC 4,500 $391K 0.17% -930 13F-HR Timeline DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 4,488 $390K 0.09% -94 13F-HR Timeline American Money Management, LLC More: the full row for American Money Management, LLC 4,488 $390K 0.07% 0 13F-HR Timeline Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 4,463 $388K 0.05% +1,173 13F-HR Timeline Allen Capital Group, LLC More: the full row for Allen Capital Group, LLC 4,460 $388K 0.04% +139 13F-HR Timeline NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 4,458 $387K 0.04% +27 13F-HR Timeline SAPIENT CAPITAL LLC More: the full row for SAPIENT CAPITAL LLC 4,409 $384K 0.01% +66 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 4,413 $383K 0.06% +1,751 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 4,380 $381K 0.04% -290 13F-HR/A Timeline Proficio Capital Partners LLC More: the full row for Proficio Capital Partners LLC 4,362 $379K 0.03% +306 13F-HR Timeline Values First Advisors, Inc. More: the full row for Values First Advisors, Inc. 4,349 $379K 0.22% new 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 4,357 $379K 0.04% -171 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 5,491 $378K 0.02% -9 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 4,348 $378K 0.04% +133 13F-HR Timeline Accel Wealth Management More: the full row for Accel Wealth Management 4,337 $377K 0.14% +80 13F-HR Timeline Severin Investments, LLC More: the full row for Severin Investments, LLC 4,334 $377K 0.38% new 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 4,252 $376K 0.04% +643 13F-HR/A Timeline Pingora Partners LLC More: the full row for Pingora Partners LLC 4,312 $375K 0.28% +1,096 13F-HR Timeline FUKOKU MUTUAL LIFE INSURANCE Co More: the full row for FUKOKU MUTUAL LIFE INSURANCE Co 4,310 $374K 0.03% -569 13F-HR Timeline CLARK FINANCIAL SERVICES GROUP INC … More: the full row for CLARK FINANCIAL SERVICES GROUP INC /BD 4,221 $367K 0.25% +56 13F-HR Timeline MONETARY MANAGEMENT GROUP INC More: the full row for MONETARY MANAGEMENT GROUP INC 4,200 $365K 0.1% -200 13F-HR Timeline Retirement Planning Co of New England, … More: the full row for Retirement Planning Co of New England, Inc. 4,171 $362K 0.18% -92 13F-HR/A Timeline Taylor Hoffman Capital Management LLC More: the full row for Taylor Hoffman Capital Management LLC 4,080 $362K 0.13% 0 13F-HR Timeline HOLDERNESS INVESTMENTS CO More: the full row for HOLDERNESS INVESTMENTS CO 4,160 $361K 0.08% 0 13F-HR Timeline Illinois Municipal Retirement Fund More: the full row for Illinois Municipal Retirement Fund 4,159 $361K 0.01% 0 13F-HR Timeline Global Assets Advisory, LLC More: the full row for Global Assets Advisory, LLC 4,864 $361K 0.07% new 13F-HR Timeline CHILDRESS CAPITAL ADVISORS, LLC More: the full row for CHILDRESS CAPITAL ADVISORS, LLC 4,113 $357K 0.1% -3,093 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 4,104 $357K 0.01% +1,102 13F-HR Timeline Penn Mutual Asset Management More: the full row for Penn Mutual Asset Management 4,100 $356K 0.68% new 13F-HR Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 4,062 $353K 0.05% -84 13F-HR Timeline denkapparat Operations GmbH More: the full row for denkapparat Operations GmbH 4,052 $352K 0.37% -1,322 13F-HR Timeline BERKSHIRE ASSET MANAGEMENT LLC/PA More: the full row for BERKSHIRE ASSET MANAGEMENT LLC/PA 4,132 $352K 0.02% +227 13F-HR Timeline RICHARDS, MERRILL & PETERSON, INC. More: the full row for RICHARDS, MERRILL & PETERSON, INC. 4,035 $351K 0.18% +1,760 13F-HR Timeline Cannell & Spears LLC More: the full row for Cannell & Spears LLC 4,030 $350K 0.01% +9 13F-HR Timeline Retirement Solution LLC More: the full row for Retirement Solution LLC 4,029 $350K 0.1% -644 13F-HR/A Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 4,029 $350K 0.01% +219 13F-HR Timeline Bristlecone Advisors, LLC More: the full row for Bristlecone Advisors, LLC 4,020 $349K 0.03% 0 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 4,011 $349K 0.05% +104 13F-HR Timeline Gibson Wealth Advisors LLC More: the full row for Gibson Wealth Advisors LLC 4,007 $348K 0.28% +140 13F-HR Timeline COLUMBIA ADVISORY PARTNERS LLC More: the full row for COLUMBIA ADVISORY PARTNERS LLC 4,007 $348K 0.3% -516 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 4,004 $348K <0.01% -643 13F-HR Timeline B & T Capital Management DBA Alpha Capi… More: the full row for B & T Capital Management DBA Alpha Capital Management 4,001 $348K 0.07% -1,637 13F-HR Timeline BANTAMAC CAPITAL, LLC More: the full row for BANTAMAC CAPITAL, LLC 4,000 $348K 0.17% 0 13F-HR Timeline Compound Global Advisors, LLC More: the full row for Compound Global Advisors, LLC 4,000 $348K 2.05% new 13F-HR Timeline Southeast Asset Advisors, LLC More: the full row for Southeast Asset Advisors, LLC 3,998 $347K 0.04% new 13F-HR Timeline Interchange Capital Partners, LLC More: the full row for Interchange Capital Partners, LLC 3,992 $347K 0.1% +29 13F-HR Timeline Stonegate Investment Group, LLC More: the full row for Stonegate Investment Group, LLC 3,983 $346K 0.01% +522 13F-HR Timeline BIRINYI ASSOCIATES INC More: the full row for BIRINYI ASSOCIATES INC 3,975 $345K 0.11% -125 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 3,970 $345K 0.02% +2,907 13F-HR Timeline Ifrah Financial Services, Inc. More: the full row for Ifrah Financial Services, Inc. 3,970 $345K 0.1% -407 13F-HR Timeline First Affirmative Financial Network More: the full row for First Affirmative Financial Network 3,966 $345K 0.21% +139 13F-HR Timeline Grant Private Wealth Management Inc More: the full row for Grant Private Wealth Management Inc 3,940 $342K 0.37% -50 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 3,928 $341K 0.01% -622 13F-HR Timeline Family Firm, Inc. More: the full row for Family Firm, Inc. 3,910 $340K 0.08% +3 13F-HR Timeline Yelin Lapidot Holdings Management Ltd. in group Yelin Lapidot Holdings Manage… More: the full row for Yelin Lapidot Holdings Management Ltd. 3,899 $339K 0.07% +10 13F-HR Timeline Group Revolve Wealth Partners, LLC More: the full row for Revolve Wealth Partners, LLC 3,894 $338K 0.05% +134 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 3,874 $337K 0.01% +1,180 13F-HR Timeline Banque Transatlantique SA in group Banque Transatlantique SA More: the full row for Banque Transatlantique SA 3,795 $336K 0.01% -340 13F-HR/A Timeline Group Gilliland Jeter Wealth Management LLC More: the full row for Gilliland Jeter Wealth Management LLC 3,843 $334K 0.12% -2,741 13F-HR Timeline Bordeaux Wealth Advisors LLC More: the full row for Bordeaux Wealth Advisors LLC 3,824 $332K 0.06% +340 13F-HR Timeline Jackson Creek Investment Advisors LLC More: the full row for Jackson Creek Investment Advisors LLC 3,822 $332K 0.11% -23 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 3,816 $332K 0.01% +849 13F-HR Timeline Vanguard Capital Wealth Advisors More: the full row for Vanguard Capital Wealth Advisors 3,800 $330K 0.4% -2,500 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 3,793 $330K 0.02% +355 13F-HR Timeline Bridgefront Capital, LLC More: the full row for Bridgefront Capital, LLC 3,794 $330K 0.1% -1,801 13F-HR Timeline Northern Financial Advisors Inc More: the full row for Northern Financial Advisors Inc 3,769 $327K 0.27% 0 13F-HR Timeline FineMark National Bank & Trust More: the full row for FineMark National Bank & Trust 3,766 $327K 0.01% +126 13F-HR Timeline Paladin Advisory Group, LLC More: the full row for Paladin Advisory Group, LLC 3,764 $327K 0.26% 0 13F-HR Timeline Bell Bank More: the full row for Bell Bank 3,763 $327K 0.02% new 13F-HR Timeline Evercore Wealth Management, LLC More: the full row for Evercore Wealth Management, LLC 3,751 $326K 0.01% +99 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 3,732 $324K 0.01% +298 13F-HR Timeline Masso Torrence Wealth Management Inc. More: the full row for Masso Torrence Wealth Management Inc. 3,715 $323K 0.17% +480 13F-HR Timeline Certified Advisory Corp More: the full row for Certified Advisory Corp 3,707 $322K 0.04% -336 13F-HR Timeline F/m Investments LLC More: the full row for F/m Investments LLC 3,695 $321K 0.01% -68 13F-HR Timeline Crescent Grove Advisors, LLC More: the full row for Crescent Grove Advisors, LLC 3,685 $321K 0.03% 0 13F-HR Timeline Fort Sheridan Advisors LLC More: the full row for Fort Sheridan Advisors LLC 3,678 $320K 0.05% new 13F-HR Timeline PARK NATIONAL CORP /OH/ More: the full row for PARK NATIONAL CORP /OH/ 3,668 $319K 0.01% +55 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 3,661 $318K 0.07% -962 13F-HR Timeline Diligent Investors, LLC More: the full row for Diligent Investors, LLC 3,652 $317K 0.08% -369 13F-HR Timeline Silicon Valley Capital Partners More: the full row for Silicon Valley Capital Partners 3,577 $316K 0.04% -117 13F-HR Timeline QTR Family Wealth, LLC More: the full row for QTR Family Wealth, LLC 3,636 $316K 0.24% 13F-HR Timeline Strait & Sound Wealth Management LLC More: the full row for Strait & Sound Wealth Management LLC 3,633 $316K 0.15% -189 13F-HR Timeline CWC Advisors, LLC. More: the full row for CWC Advisors, LLC. 3,618 $314K 0.18% new 13F-HR Timeline Moss Adams Wealth Advisors LLC More: the full row for Moss Adams Wealth Advisors LLC 3,609 $314K 0.03% +413 13F-HR Timeline Cherokee Insurance Co More: the full row for Cherokee Insurance Co 3,600 $313K 0.14% 0 13F-HR Timeline ACADIAN ASSET MANAGEMENT LLC in group ACADIAN ASSET MANAGEMENT LLC More: the full row for ACADIAN ASSET MANAGEMENT LLC 3,591 $312K <0.01% -6,084 13F-HR Timeline Group Fiduciary Group, LLC More: the full row for Fiduciary Group, LLC 3,581 $311K 0.03% -2 13F-HR Timeline SIERRA SUMMIT ADVISORS LLC More: the full row for SIERRA SUMMIT ADVISORS LLC 3,578 $311K 0.07% 0 13F-HR Timeline Acropolis Investment Management, LLC More: the full row for Acropolis Investment Management, LLC 3,569 $310K 0.02% +18 13F-HR Timeline JSF Financial, LLC More: the full row for JSF Financial, LLC 3,568 $310K 0.08% +149 13F-HR Timeline Ransom Advisory, Ltd More: the full row for Ransom Advisory, Ltd 3,550 $308K 0.15% 0 13F-HR Timeline Uniting Wealth Partners, LLC More: the full row for Uniting Wealth Partners, LLC 3,542 $308K 0.15% 0 13F-HR Timeline