Smart Money Group LLC More: the full row for Smart Money Group LLC 6,827 $1.33M 0.39% +187 13F-HR Timeline STOCK YARDS BANK & TRUST CO More: the full row for STOCK YARDS BANK & TRUST CO 6,751 $1.32M 0.04% -1,751 13F-HR Timeline CFM WEALTH PARTNERS LLC More: the full row for CFM WEALTH PARTNERS LLC 6,750 $1.32M 0.2% 0 13F-HR Timeline Daiichi Life Insurance Co., Ltd. in group Daiichi Life Insurance Co., L… More: the full row for Daiichi Life Insurance Co., Ltd. 6,708 $1.31M 0.04% -510 13F-HR Timeline Group Nicholas Investment Partners, LP More: the full row for Nicholas Investment Partners, LP 6,589 $1.29M 0.09% 0 13F-HR Timeline Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 6,486 $1.27M 0.02% -5,726 13F-HR Timeline HANCOCK WHITNEY CORP More: the full row for HANCOCK WHITNEY CORP 6,412 $1.25M 0.02% -797 13F-HR Timeline E. Ohman J:or Asset Management AB More: the full row for E. Ohman J:or Asset Management AB 6,400 $1.25M 0.03% +1,300 13F-HR Timeline Crossmark Global Holdings, Inc. More: the full row for Crossmark Global Holdings, Inc. 6,235 $1.22M 0.02% -602 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 6,219 $1.22M 0.03% 0 13F-HR Timeline Ironvine Capital Partners, LLC More: the full row for Ironvine Capital Partners, LLC 6,193 $1.21M 0.13% -3,433 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 6,176 $1.21M <0.01% -981 13F-HR Timeline Group Jefferies Financial Group Inc. in group Jefferies Financial Group Inc. More: the full row for Jefferies Financial Group Inc. 6,062 $1.18M 0.01% -3,336 13F-HR Timeline Group REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 6,055 $1.18M 0.01% -96 13F-HR Timeline Group Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 5,905 $1.15M 0.04% -2,905 13F-HR Timeline Group Empirical Finance, LLC More: the full row for Empirical Finance, LLC 5,903 $1.15M 0.05% -9 13F-HR/A Timeline PRAXIS INVESTMENT MANAGEMENT INC More: the full row for PRAXIS INVESTMENT MANAGEMENT INC 5,900 $1.15M 0.07% 0 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 5,895 $1.15M <0.01% +470 13F-HR/A Timeline China Universal Asset Management Co., L… More: the full row for China Universal Asset Management Co., Ltd. 5,863 $1.15M 0.09% -54 13F-HR Timeline Laird Norton Wetherby Trust Company, LLC in group Laird Norton Wetherby Trust C… More: the full row for Laird Norton Wetherby Trust Company, LLC 5,836 $1.14M 0.02% -213 13F-HR Timeline Group Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 5,832 $1.14M 0.02% +493 13F-HR Timeline Group BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 5,821 $1.14M 0.01% +4,181 13F-HR Timeline Group RiverPark Advisors, LLC in group RiverPark Advisors, LLC More: the full row for RiverPark Advisors, LLC 5,733 $1.12M 0.41% -500 13F-HR Timeline Group Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 5,730 $1.12M 0.01% -1,320 13F-HR Timeline Cherokee Insurance Co More: the full row for Cherokee Insurance Co 5,700 $1.11M 0.42% 0 13F-HR Timeline Portfolio Design Labs, LLC More: the full row for Portfolio Design Labs, LLC 5,687 $1.11M 0.2% -4,030 13F-HR Timeline LVW Advisors, LLC More: the full row for LVW Advisors, LLC 5,668 $1.11M 0.11% -525 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 5,658 $1.11M <0.01% +403 13F-HR Timeline Group GREAT VALLEY ADVISOR GROUP, INC. in group GREAT VALLEY ADVISOR GROUP, I… More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 5,638 $1.1M 0.02% +1,171 13F-HR Timeline Group CI INVESTMENTS INC. in group CI INVESTMENTS INC. More: the full row for CI INVESTMENTS INC. 5,557 $1.09M 0.01% -11 13F-HR Timeline Group PARK NATIONAL CORP /OH/ More: the full row for PARK NATIONAL CORP /OH/ 5,403 $1.06M 0.03% new 13F-HR Timeline North Dakota State Investment Board More: the full row for North Dakota State Investment Board 5,387 $1.05M 0.05% -1,005 13F-HR Timeline Metis Global Partners, LLC More: the full row for Metis Global Partners, LLC 5,303 $1.04M 0.03% -642 13F-HR Timeline BANCO BILBAO VIZCAYA ARGENTARIA, S.A. More: the full row for BANCO BILBAO VIZCAYA ARGENTARIA, S.A. 5,261 $1.03M 0.01% +31 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 5,161 $1.01M 0.02% -454 13F-HR Timeline Group AE Wealth Management LLC More: the full row for AE Wealth Management LLC 5,135 $1M 0.01% -3,079 13F-HR Timeline Callan Family Office, LLC More: the full row for Callan Family Office, LLC 5,096 $996K 0.02% +111 13F-HR Timeline Giverny Capital Inc. More: the full row for Giverny Capital Inc. 5,006 $978K 0.04% -249 13F-HR Timeline PKO Investment Management Joint-Stock Co More: the full row for PKO Investment Management Joint-Stock Co 5,000 $977K 0.08% new 13F-HR Timeline MONTGOMERY INVESTMENT MANAGEMENT INC More: the full row for MONTGOMERY INVESTMENT MANAGEMENT INC 4,980 $973K 0.33% 0 13F-HR Timeline SECURIAN ASSET MANAGEMENT, INC More: the full row for SECURIAN ASSET MANAGEMENT, INC 4,957 $969K 0.04% 0 13F-HR Timeline GREENLEAF TRUST More: the full row for GREENLEAF TRUST 4,925 $962K 0.01% +144 13F-HR Timeline EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 4,907 $959K 0.01% +4,268 13F-HR Timeline ZACKS INVESTMENT MANAGEMENT More: the full row for ZACKS INVESTMENT MANAGEMENT 4,907 $959K 0.01% -2,656 13F-HR Timeline Kentucky Retirement Systems group of 2 filers holding More: the full row for Kentucky Retirement Systems 4,904 $958K -11,700 Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 4,836 $945K 0.01% +165 13F-HR Timeline Group Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 4,834 $945K 0.03% +920 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 4,770 $932K 0.01% +602 13F-HR Timeline Wahed Invest LLC More: the full row for Wahed Invest LLC 4,709 $920K 0.12% -196 13F-HR Timeline Perpetual Ltd in group Perpetual Ltd More: the full row for Perpetual Ltd 4,707 $920K 0.01% +23 13F-HR Timeline Group CHOREO, LLC More: the full row for CHOREO, LLC 4,672 $913K 0.01% +736 13F-HR Timeline D. E. Shaw & Co., Inc. in group D. E. Shaw & Co., Inc. More: the full row for D. E. Shaw & Co., Inc. 4,600 $899K <0.01% new 13F-HR Timeline Group Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 4,503 $880K 0.01% +65 13F-HR Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 4,464 $872K 0.05% -717 13F-HR Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 4,441 $868K 0.11% +2,997 13F-HR Timeline INTECH INVESTMENT MANAGEMENT LLC More: the full row for INTECH INVESTMENT MANAGEMENT LLC 4,433 $866K 0.01% -48,137 13F-HR Timeline OAK RIDGE INVESTMENTS LLC More: the full row for OAK RIDGE INVESTMENTS LLC 4,409 $862K 0.06% -3 13F-HR Timeline V-Square Quantitative Management LLC More: the full row for V-Square Quantitative Management LLC 4,399 $860K 0.09% +85 13F-HR Timeline Lombard Odier Asset Management (USA) Co… More: the full row for Lombard Odier Asset Management (USA) Corp 4,285 $837K 0.45% -5,496 13F-HR Timeline Siemens Fonds Invest GmbH More: the full row for Siemens Fonds Invest GmbH 4,258 $832K 0.05% +77 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 4,256 $831K 0.04% 0 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 4,202 $821K 0.04% +1,646 13F-HR Timeline LBP AM SA More: the full row for LBP AM SA 4,172 $815K 0.01% new 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 4,164 $814K <0.01% +55 13F-HR Timeline Edgestream Partners, L.P. More: the full row for Edgestream Partners, L.P. 4,082 $798K 0.03% -86,894 13F-HR Timeline CIBC WORLD MARKET INC. More: the full row for CIBC WORLD MARKET INC. 4,075 $796K <0.01% -7,273 13F-HR Timeline Canada Post Corp Registered Pension Plan More: the full row for Canada Post Corp Registered Pension Plan 4,020 $786K 0.03% 0 13F-HR Timeline Harold Davidson & Associates Inc. More: the full row for Harold Davidson & Associates Inc. 4,003 $782K 0.38% -66 13F-HR Timeline DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 3,913 $765K 0.01% +30 13F-HR Timeline Westerkirk Capital Inc. More: the full row for Westerkirk Capital Inc. 3,900 $762K 0.08% -1,100 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 3,884 $759K 0.01% +695 13F-HR Timeline Group iSAM Funds (UK) Ltd in group iSAM Funds (UK) Ltd More: the full row for iSAM Funds (UK) Ltd 3,871 $756K 0.37% -348 13F-HR Timeline Group Perbak Capital Partners LLP More: the full row for Perbak Capital Partners LLP 3,788 $740K 0.18% -3,032 13F-HR Timeline COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 3,757 $734K <0.01% +122 13F-HR Timeline Group Pointe Capital Management LLC More: the full row for Pointe Capital Management LLC 3,726 $728K 0.36% -108 13F-HR Timeline Worthington Financial Partners, LLC More: the full row for Worthington Financial Partners, LLC 3,708 $725K 0.62% -113 13F-HR Timeline Gibbs Wealth Management More: the full row for Gibbs Wealth Management 3,699 $723K 0.1% +651 13F-HR Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 3,672 $718K 0.01% +18 13F-HR Timeline Group Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 3,669 $717K 0.01% new 13F-HR Timeline BRADLEY FOSTER & SARGENT INC/CT More: the full row for BRADLEY FOSTER & SARGENT INC/CT 3,646 $712K 0.01% +91 13F-HR/A Timeline Empirical Financial Services, LLC d.b.a… More: the full row for Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 3,606 $705K 0.01% +615 13F-HR Timeline Tema ETFs LLC More: the full row for Tema ETFs LLC 3,564 $696K 0.05% +14 13F-HR Timeline Vestcor Inc More: the full row for Vestcor Inc 3,558 $695K 0.02% 0 13F-HR Timeline CALTON & ASSOCIATES, INC. More: the full row for CALTON & ASSOCIATES, INC. 3,539 $692K 0.1% -1,320 13F-HR Timeline Concentric Capital Strategies, LP More: the full row for Concentric Capital Strategies, LP 3,534 $691K 0.06% new 13F-HR Timeline TWIN CAPITAL MANAGEMENT INC More: the full row for TWIN CAPITAL MANAGEMENT INC 3,530 $690K 0.09% new 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 3,485 $681K 0.37% +1,375 13F-HR Timeline Argos Wealth Advisors, LLC More: the full row for Argos Wealth Advisors, LLC 3,456 $675K 0.19% -226 13F-HR Timeline ICICI Prudential Asset Management Co Ltd More: the full row for ICICI Prudential Asset Management Co Ltd 3,454 $675K 0.08% +99 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 3,416 $667K 0.01% +610 13F-HR Timeline Evernest Financial Advisors, LLC More: the full row for Evernest Financial Advisors, LLC 3,006 $663K 0.14% +2 13F-HR Timeline FLOSSBACH VON STORCH SE More: the full row for FLOSSBACH VON STORCH SE 3,364 $657K <0.01% -115,479 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 3,319 $649K 0.02% +40 13F-HR/A Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 3,192 $637K 0.01% +672 13F-HR Timeline Stonehage Fleming Financial Services Ho… in group Stonehage Fleming Financial S… More: the full row for Stonehage Fleming Financial Services Holdings Ltd 3,251 $635K 0.02% -538 13F-HR Timeline Group EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 3,220 $629K 0.02% +367 13F-HR/A Timeline Group Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 3,208 $627K 0.01% +398 13F-HR Timeline Group J. Safra Sarasin Holding AG in group J. Safra Sarasin Holding AG More: the full row for J. Safra Sarasin Holding AG 3,200 $625K 0.01% -1,263 13F-HR Timeline Group CNB Bank More: the full row for CNB Bank 3,190 $623K 0.26% +63 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 3,172 $620K 0.01% +363 13F-HR Timeline Banque Cantonale Vaudoise in group Banque Cantonale Vaudoise More: the full row for Banque Cantonale Vaudoise 3,158 $617K 0.02% +1,161 13F-HR Timeline Group TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 3,142 $614K 0.01% -299 13F-HR Timeline EntryPoint Capital, LLC More: the full row for EntryPoint Capital, LLC 3,114 $608K 0.18% new 13F-HR Timeline Baron Wealth Management LLC More: the full row for Baron Wealth Management LLC 3,106 $607K 0.18% new 13F-HR Timeline ACADIAN ASSET MANAGEMENT LLC in group ACADIAN ASSET MANAGEMENT LLC More: the full row for ACADIAN ASSET MANAGEMENT LLC 3,108 $606K <0.01% new 13F-HR Timeline Group Allworth Financial LP More: the full row for Allworth Financial LP 3,097 $605K <0.01% +687 13F-HR Timeline PRUDENTIAL PLC in group PRUDENTIAL PLC More: the full row for PRUDENTIAL PLC 3,065 $599K <0.01% 0 13F-HR Timeline Group Diversify Advisory Services, LLC group of 2 filers holding More: the full row for Diversify Advisory Services, LLC 2,858 $598K -3,198 Timeline Catalyst Funds Management Pty Ltd More: the full row for Catalyst Funds Management Pty Ltd 3,055 $597K 0.1% new 13F-HR Timeline AdvisorShares Investments LLC More: the full row for AdvisorShares Investments LLC 3,038 $594K 0.11% 0 13F-HR Timeline Silphium Asset Management Ltd in group Silphium Asset Management Ltd More: the full row for Silphium Asset Management Ltd 3,028 $592K 0.22% -1,935 13F-HR Timeline Group Marex Group Ltd in group Marex Group Ltd More: the full row for Marex Group Ltd 3,028 $592K 0.01% -601 13F-HR Timeline Group Wedmont Private Capital More: the full row for Wedmont Private Capital 2,845 $591K 0.02% +81 13F-HR Timeline TCW GROUP INC in group TCW GROUP INC More: the full row for TCW GROUP INC 3,022 $590K <0.01% +146 13F-HR Timeline Group ICW Investment Advisors LLC More: the full row for ICW Investment Advisors LLC 2,936 $574K 0.21% +130 13F-HR Timeline Councilor Wealth, LLC More: the full row for Councilor Wealth, LLC 2,916 $570K 0.28% 0 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 2,915 $570K 0.01% +1,220 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 2,896 $566K 0.01% -290 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 3,568 $560K 0.01% 0 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 2,861 $559K <0.01% -115,382 13F-HR Timeline PAX Financial Group, LLC More: the full row for PAX Financial Group, LLC 2,857 $558K 0.1% -536 13F-HR Timeline DELTA CAPITAL MANAGEMENT LLC More: the full row for DELTA CAPITAL MANAGEMENT LLC 2,844 $556K 0.31% 0 13F-HR Timeline Retirement Planning Group, LLC More: the full row for Retirement Planning Group, LLC 2,824 $552K 0.02% -139 13F-HR Timeline TEACHER RETIREMENT SYSTEM OF TEXAS More: the full row for TEACHER RETIREMENT SYSTEM OF TEXAS 2,810 $549K <0.01% -3,460 13F-HR Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 2,777 $543K 0.01% +653 13F-HR Timeline Group PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 2,756 $539K 0.01% +41 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 2,746 $537K 0.03% +352 13F-HR Timeline Schorn Wealth LLC More: the full row for Schorn Wealth LLC 2,698 $527K 0.16% 0 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 2,693 $526K 0.01% -72 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 2,672 $522K 0.04% -368 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 2,577 $504K 0.03% +447 13F-HR Timeline Group Proactive Wealth Strategies LLC More: the full row for Proactive Wealth Strategies LLC 2,575 $503K 0.09% +1,289 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 2,565 $501K <0.01% +334 13F-HR Timeline Group Columbia Asset Management More: the full row for Columbia Asset Management 2,558 $500K 0.1% 0 13F-HR Timeline Alamea Verwaltungs GmbH More: the full row for Alamea Verwaltungs GmbH 2,526 $494K 0.37% -518 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 2,500 $489K 0.01% +125 13F-HR/A Timeline BAKER TILLY WEALTH MANAGEMENT, LLC More: the full row for BAKER TILLY WEALTH MANAGEMENT, LLC 2,499 $488K 0.12% +30 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 2,203 $485K 0.01% new 13F-HR Timeline Quantum Private Wealth, LLC More: the full row for Quantum Private Wealth, LLC 2,470 $483K 0.15% 0 13F-HR Timeline KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 2,450 $479K <0.01% +56 13F-HR Timeline Group 111 Capital More: the full row for 111 Capital 2,447 $478K 0.12% new 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 2,438 $476K 0.01% +808 13F-HR Timeline Meeder Advisory Services, Inc. group of 2 filers holding More: the full row for Meeder Advisory Services, Inc. 2,436 $476K -31 Timeline NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 2,418 $473K 0.05% -38 13F-HR Timeline PCB Capital LLC More: the full row for PCB Capital LLC 2,375 $464K 0.73% +29 13F-HR Timeline DEARBORN PARTNERS LLC More: the full row for DEARBORN PARTNERS LLC 2,366 $462K 0.03% +132 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 2,333 $456K <0.01% +239 13F-HR Timeline Numerai GP LLC More: the full row for Numerai GP LLC 2,321 $454K 0.05% +793 13F-HR Timeline Texas Capital Bank Wealth Management Se… More: the full row for Texas Capital Bank Wealth Management Services Inc 2,314 $452K 0.03% new 13F-HR Timeline ALPS ADVISORS INC in group ALPS ADVISORS INC More: the full row for ALPS ADVISORS INC 2,305 $450K <0.01% new 13F-HR Timeline Group Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 2,305 $450K 0.03% +350 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 2,290 $447K 0.02% -898 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 2,253 $440K <0.01% -367 13F-HR Timeline Advisors Asset Management, Inc. More: the full row for Advisors Asset Management, Inc. 2,251 $440K 0.01% -274 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 2,246 $439K 0.01% +528 13F-HR Timeline GAM Holding AG in group GAM Holding AG More: the full row for GAM Holding AG 2,229 $436K 0.04% new 13F-HR Timeline Group Keel Point, LLC More: the full row for Keel Point, LLC 2,190 $428K 0.03% -196 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 2,190 $428K <0.01% +52 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 2,157 $421K 0.01% new 13F-HR Timeline CHILDRESS CAPITAL ADVISORS, LLC More: the full row for CHILDRESS CAPITAL ADVISORS, LLC 2,155 $421K 0.08% -229 13F-HR Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 2,149 $420K <0.01% +106 13F-HR Timeline Group Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 2,138 $418K 0.01% new 13F-HR Timeline ETF Portfolio Partners, Inc. More: the full row for ETF Portfolio Partners, Inc. 2,088 $408K 0.11% 0 13F-HR Timeline Outlook Wealth Advisors, LLC More: the full row for Outlook Wealth Advisors, LLC 2,087 $408K 0.1% -16 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 2,083 $407K 0.02% +134 13F-HR Timeline Calamos Advisors LLC group of 2 filers holding More: the full row for Calamos Advisors LLC 2,072 $405K new Timeline Howard Capital Management, LLC More: the full row for Howard Capital Management, LLC 2,068 $404K 0.01% -2,830 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 2,060 $403K 0.01% +154 13F-HR Timeline Neo Ivy Capital Management More: the full row for Neo Ivy Capital Management 2,054 $401K 0.11% new 13F-HR Timeline WBH ADVISORY INC More: the full row for WBH ADVISORY INC 2,000 $399K 0.03% 0 13F-HR Timeline Lombard Odier Asset Management (Switzer… More: the full row for Lombard Odier Asset Management (Switzerland) SA 2,014 $394K 0.01% new 13F-HR Timeline CITY HOLDING CO More: the full row for CITY HOLDING CO 2,004 $392K 0.05% +234 13F-HR Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 2,000 $391K 0.05% new 13F-HR Timeline Accent Capital Management, LLC More: the full row for Accent Capital Management, LLC 2,000 $391K 0.19% -30 13F-HR/A Timeline SMITH CHAS P & ASSOCIATES PA CPAS in group SMITH CHAS P & ASSOCIATES PA … More: the full row for SMITH CHAS P & ASSOCIATES PA CPAS 1,980 $387K 0.02% 0 13F-HR Timeline Group MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 1,977 $386K 0.01% -397 13F-HR Timeline one8zero8, LLC More: the full row for one8zero8, LLC 1,955 $382K 0.09% -1,000 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 2,011 $382K 0.01% +442 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 1,945 $380K 0.14% -11 13F-HR Timeline First Nebraska Trust Co More: the full row for First Nebraska Trust Co 1,938 $379K 0.04% 0 13F-HR Timeline TOBAM More: the full row for TOBAM 1,935 $378K 0.1% new 13F-HR Timeline Frec Markets, Inc. in group Frec Markets, Inc. More: the full row for Frec Markets, Inc. 1,932 $378K 0.06% +376 13F-HR Timeline Group MARATHON CAPITAL MANAGEMENT More: the full row for MARATHON CAPITAL MANAGEMENT 1,930 $377K 0.08% +113 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 1,921 $375K 0.04% -84 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 1,894 $370K <0.01% -745 13F-HR Timeline Pinnacle Financial Partners, Inc. in group Pinnacle Financial Partners, … More: the full row for Pinnacle Financial Partners, Inc. 1,887 $369K <0.01% new 13F-HR Timeline Group CIM INVESTMENT MANAGEMENT INC More: the full row for CIM INVESTMENT MANAGEMENT INC 1,856 $363K 0.1% -8 13F-HR Timeline Trust Investment Advisors More: the full row for Trust Investment Advisors 1,844 $360K 0.21% 0 13F-HR Timeline SevenBridge Financial Group, LLC More: the full row for SevenBridge Financial Group, LLC 1,628 $358K 0.06% -34 13F-HR Timeline DGS Capital Management, LLC in group DGS Capital Management, LLC More: the full row for DGS Capital Management, LLC 1,814 $354K 0.06% +198 13F-HR Timeline Group Breakwater Capital Group More: the full row for Breakwater Capital Group 1,814 $354K 0.05% new 13F-HR Timeline Marshall Financial Group, LLC More: the full row for Marshall Financial Group, LLC 1,808 $353K 0.06% -299 13F-HR Timeline Phoenix Financial Ltd. in group Phoenix Financial Ltd. More: the full row for Phoenix Financial Ltd. 1,806 $353K <0.01% +348 13F-HR Timeline Group FIRST CITIZENS BANK & TRUST CO More: the full row for FIRST CITIZENS BANK & TRUST CO 1,797 $351K 0.01% +104 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 1,798 $351K 0.05% 0 13F-HR Timeline Group Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 1,793 $350K 0.01% +112 13F-HR Timeline WIMMER ASSOCIATES 1, LLC More: the full row for WIMMER ASSOCIATES 1, LLC 1,790 $350K 0.17% 0 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 1,786 $349K 0.01% +301 13F-HR Timeline Gilman Hill Asset Management, LLC More: the full row for Gilman Hill Asset Management, LLC 1,780 $348K 0.05% 0 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 1,774 $347K 0.04% +33 13F-HR Timeline