ROCKLAND TRUST CO More: the full row for ROCKLAND TRUST CO 12,501 $1.23M 0.05% +486 13F-HR Timeline MOKAN Wealth Management Inc. More: the full row for MOKAN Wealth Management Inc. 12,441 $1.22M 0.47% +4,523 13F-HR Timeline ASPIRIANT, LLC More: the full row for ASPIRIANT, LLC 12,439 $1.22M 0.03% +1,332 13F-HR Timeline Ridgewood Investments LLC More: the full row for Ridgewood Investments LLC 12,379 $1.22M 0.46% +5,567 13F-HR Timeline Carlton Hofferkamp & Jenks Wealth Manag… More: the full row for Carlton Hofferkamp & Jenks Wealth Management, LLC 10,986 $1.22M 0.39% -300 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 12,340 $1.21M 0.04% -409 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 12,259 $1.21M 0.01% -1,064 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 12,221 $1.2M 0.02% +585 13F-HR Timeline Group Summit Financial, LLC More: the full row for Summit Financial, LLC 12,204 $1.2M 0.01% +952 13F-HR Timeline Badgley Phelps Wealth Managers, LLC More: the full row for Badgley Phelps Wealth Managers, LLC 12,142 $1.19M 0.02% +100 13F-HR Timeline Suncoast Equity Management More: the full row for Suncoast Equity Management 11,906 $1.17M 0.15% -1,603 13F-HR Timeline Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 11,753 $1.16M 0.03% -10,331 13F-HR Timeline Group Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 11,690 $1.15M 0.07% -11,634 13F-HR Timeline UHLMANN PRICE SECURITIES, LLC More: the full row for UHLMANN PRICE SECURITIES, LLC 11,634 $1.14M 0.04% -804 13F-HR Timeline Sidoxia Capital Management, LLC More: the full row for Sidoxia Capital Management, LLC 11,633 $1.14M 0.84% new 13F-HR Timeline WASHINGTON TRUST Co More: the full row for WASHINGTON TRUST Co 11,619 $1.14M 0.04% -104 13F-HR Timeline DMKC Advisory Services, LLC More: the full row for DMKC Advisory Services, LLC 11,591 $1.14M 0.22% +5 13F-HR Timeline Guinness Atkinson Asset Management Inc More: the full row for Guinness Atkinson Asset Management Inc 11,581 $1.14M 0.51% -863 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 11,557 $1.14M 0.01% +79 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 11,527 $1.13M 0.09% -1,169 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 11,460 $1.13M 0.01% -1,358 13F-HR Timeline V-Square Quantitative Management LLC More: the full row for V-Square Quantitative Management LLC 11,455 $1.13M 0.11% +258 13F-HR Timeline Empirical Finance, LLC More: the full row for Empirical Finance, LLC 11,268 $1.11M 0.05% +381 13F-HR Timeline Sivia Capital Partners, LLC More: the full row for Sivia Capital Partners, LLC 11,192 $1.1M 0.13% new 13F-HR Timeline Strategic Investment Advisors / MI More: the full row for Strategic Investment Advisors / MI 11,169 $1.1M 0.07% -1,907 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 11,083 $1.09M 0.04% +5,755 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 11,069 $1.09M 0.02% +2,395 13F-HR Timeline Azimuth Capital Investment Management L… More: the full row for Azimuth Capital Investment Management LLC 10,965 $1.08M 0.04% -310 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 10,954 $1.08M 0.01% -2,613 13F-HR Timeline ESSEX INVESTMENT MANAGEMENT CO LLC More: the full row for ESSEX INVESTMENT MANAGEMENT CO LLC 10,934 $1.08M 0.14% 0 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 10,930 $1.07M 0.03% -7,289 13F-HR Timeline Group IFP Advisors, Inc More: the full row for IFP Advisors, Inc 10,925 $1.07M 0.02% +1,223 13F-HR Timeline PRAXIS INVESTMENT MANAGEMENT INC More: the full row for PRAXIS INVESTMENT MANAGEMENT INC 10,814 $1.06M 0.06% +7,480 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 10,794 $1.06M 0.01% +100 13F-HR Timeline Group China Universal Asset Management Co., L… More: the full row for China Universal Asset Management Co., Ltd. 10,788 $1.06M 0.06% +690 13F-HR Timeline PARSONS CAPITAL MANAGEMENT INC/RI More: the full row for PARSONS CAPITAL MANAGEMENT INC/RI 10,766 $1.06M 0.05% -1,494 13F-HR Timeline Walleye Capital LLC group of 2 filers holding More: the full row for Walleye Capital LLC 10,756 $1.06M -32,244 Timeline Carnegie Investment Counsel More: the full row for Carnegie Investment Counsel 10,755 $1.06M 0.02% -12,010 13F-HR Timeline Virtu Financial LLC in group Virtu Financial LLC More: the full row for Virtu Financial LLC 10,692 $1.05M 0.03% -14,244 13F-HR Timeline Group CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 10,641 $1.05M 0.03% -7,773 13F-HR Timeline NorthCrest Asset Manangement, LLC More: the full row for NorthCrest Asset Manangement, LLC 9,756 $1.04M 0.03% +4,502 13F-HR Timeline STUDIO INVESTMENT MANAGEMENT LLC More: the full row for STUDIO INVESTMENT MANAGEMENT LLC 10,535 $1.04M 0.18% +1,806 13F-HR Timeline Post Resch Tallon Group Inc. More: the full row for Post Resch Tallon Group Inc. 10,526 $1.04M 0.72% -285 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 10,381 $1.02M 0.03% +721 13F-HR Timeline Group Stonehage Fleming Financial Services Ho… in group Stonehage Fleming Financial S… More: the full row for Stonehage Fleming Financial Services Holdings Ltd 10,379 $1.02M 0.03% -3,050 13F-HR Timeline Group Cerro Pacific Wealth Advisors LLC More: the full row for Cerro Pacific Wealth Advisors LLC 10,172 $1M 0.23% -486 13F-HR Timeline Vontobel Holding Ltd. in group Vontobel Holding Ltd. More: the full row for Vontobel Holding Ltd. 10,159 $999K <0.01% +3,252 13F-HR Timeline Group BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 10,043 $988K 0.01% -2,311 13F-HR Timeline Group SECURIAN ASSET MANAGEMENT, INC More: the full row for SECURIAN ASSET MANAGEMENT, INC 8,607 $985K 0.04% -100 13F-HR Timeline Boomfish Wealth Group, LLC More: the full row for Boomfish Wealth Group, LLC 9,962 $980K 0.45% -2,132 13F-HR Timeline White Pine Investment CO More: the full row for White Pine Investment CO 9,953 $979K 0.21% -13,368 13F-HR Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 9,884 $972K 0.04% +2,743 13F-HR Timeline Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 9,844 $968K 0.02% +1,939 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 9,826 $966K 0.03% +127 13F-HR Timeline BECK MACK & OLIVER LLC More: the full row for BECK MACK & OLIVER LLC 9,737 $957K 0.02% +4,000 13F-HR Timeline Sound View Wealth Advisors Group, LLC More: the full row for Sound View Wealth Advisors Group, LLC 9,728 $957K 0.06% -1,320 13F-HR Timeline Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 9,711 $955K 0.02% +1,496 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 9,658 $950K 0.01% +162 13F-HR Timeline E. Ohman J:or Asset Management AB More: the full row for E. Ohman J:or Asset Management AB 9,600 $944K 0.02% -1,200 13F-HR Timeline Greenfield Savings Bank More: the full row for Greenfield Savings Bank 9,595 $943K 0.36% -295 13F-HR Timeline North Dakota State Investment Board More: the full row for North Dakota State Investment Board 9,595 $943K 0.04% +268 13F-HR Timeline Aviance Capital Partners, LLC More: the full row for Aviance Capital Partners, LLC 9,593 $943K 0.1% +2,443 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 9,579 $942K 0.01% -360 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 9,514 $936K 0.08% -713 13F-HR Timeline Group Vestcor Inc More: the full row for Vestcor Inc 9,463 $930K 0.02% 0 13F-HR Timeline Financial Advisors Network, Inc. More: the full row for Financial Advisors Network, Inc. 9,423 $927K 0.11% +683 13F-HR Timeline Armbruster Capital Management, Inc. More: the full row for Armbruster Capital Management, Inc. 9,390 $923K 0.14% -10,909 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 9,387 $923K 0.01% +255 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Bollard Group LLC More: the full row for Bollard Group LLC 9,373 $922K 0.03% +1,123 13F-HR Timeline Brindle & Bay Financial Advisors, LLC More: the full row for Brindle & Bay Financial Advisors, LLC 9,329 $917K 0.46% new 13F-HR Timeline EPG Wealth Management LLC More: the full row for EPG Wealth Management LLC 9,321 $917K 0.22% -1,124 13F-HR Timeline Applied Capital LLC/FL More: the full row for Applied Capital LLC/FL 9,315 $916K 0.61% +12 13F-HR Timeline 111 Capital More: the full row for 111 Capital 9,233 $908K 0.16% +4,813 13F-HR Timeline RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 9,156 $900K 0.01% -4,030 13F-HR/A Timeline Range Financial Group LLC More: the full row for Range Financial Group LLC 9,145 $899K 0.25% +2,136 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 9,113 $896K 0.01% +575 13F-HR Timeline Coastal Bridge Advisors, LLC More: the full row for Coastal Bridge Advisors, LLC 9,013 $886K 0.05% +2,366 13F-HR Timeline PKO Investment Management Joint-Stock Co More: the full row for PKO Investment Management Joint-Stock Co 9,000 $885K 0.06% 0 13F-HR Timeline Ellevest, Inc. More: the full row for Ellevest, Inc. 8,959 $881K 0.1% +1,459 13F-HR Timeline CARY STREET PARTNERS ASSET MANAGEMENT L… group of 2 filers holding More: the full row for CARY STREET PARTNERS ASSET MANAGEMENT LLC 8,954 $880K +190 Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 8,943 $879K 0.04% +1,899 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 8,888 $874K 0.01% -3,631 13F-HR Timeline Grey Ledge Advisors, LLC More: the full row for Grey Ledge Advisors, LLC 8,873 $872K 0.18% +4,914 13F-HR Timeline HOWE & RUSLING INC More: the full row for HOWE & RUSLING INC 8,872 $872K 0.05% +1,250 13F-HR Timeline Roehl & Yi Investment Advisors, LLC More: the full row for Roehl & Yi Investment Advisors, LLC 8,870 $872K 0.29% +5,149 13F-HR Timeline Paragon Private Wealth Management, LLC More: the full row for Paragon Private Wealth Management, LLC 8,862 $871K 0.23% +139 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 8,841 $869K 0.06% +660 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 7,964 $861K 0.02% +2,921 13F-HR Timeline O'Keefe Stevens Advisory, Inc. More: the full row for O'Keefe Stevens Advisory, Inc. 8,722 $858K 0.18% 0 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 8,679 $853K 0.03% +25 13F-HR Timeline FLPUTNAM INVESTMENT MANAGEMENT CO More: the full row for FLPUTNAM INVESTMENT MANAGEMENT CO 8,659 $851K 0.01% -1,098 13F-HR Timeline Asset Management Group, Inc. More: the full row for Asset Management Group, Inc. 8,632 $849K 0.12% +88 13F-HR Timeline Redwood Investment Management, LLC in group Redwood Investment Management… More: the full row for Redwood Investment Management, LLC 8,531 $839K 0.08% +146 13F-HR Timeline Group Hartford Financial Management Inc. More: the full row for Hartford Financial Management Inc. 8,499 $836K 0.19% -146 13F-HR Timeline Confluence Wealth Services, Inc. More: the full row for Confluence Wealth Services, Inc. 8,452 $831K 0.02% +4,950 13F-HR Timeline First City Capital Management, Inc. More: the full row for First City Capital Management, Inc. 8,437 $830K 0.4% 0 13F-HR Timeline Sterling Investment Advisors, Ltd. More: the full row for Sterling Investment Advisors, Ltd. 8,425 $828K 0.14% -4,837 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 8,414 $827K 0.02% +715 13F-HR Timeline Meiji Yasuda Asset Management Co Ltd. in group Meiji Yasuda Life Insurance Co More: the full row for Meiji Yasuda Asset Management Co Ltd. 8,389 $825K 0.04% +1,840 13F-HR Timeline Group OSTRUM ASSET MANAGEMENT More: the full row for OSTRUM ASSET MANAGEMENT 8,367 $823K 0.04% +2,605 13F-HR Timeline Lee Financial Co More: the full row for Lee Financial Co 8,365 $823K 0.11% -43 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 8,358 $822K 0.06% +567 13F-HR Timeline East Coast Asset Management, LLC. More: the full row for East Coast Asset Management, LLC. 8,324 $818K 0.24% -136 13F-HR Timeline Mechanics Bank Trust Department More: the full row for Mechanics Bank Trust Department 8,304 $817K 0.1% -841 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 8,287 $815K 0.02% +1,012 13F-HR Timeline ADVOCATE GROUP LLC More: the full row for ADVOCATE GROUP LLC 8,286 $815K 0.12% 0 13F-HR Timeline US Asset Management LLC More: the full row for US Asset Management LLC 8,275 $814K 0.62% 0 13F-HR Timeline Robeco Institutional Asset Management B… in group Robeco Institutional Asset Ma… More: the full row for Robeco Institutional Asset Management B.V. 8,152 $802K <0.01% -12,773 13F-HR Timeline Group Krilogy Financial LLC More: the full row for Krilogy Financial LLC 8,092 $796K 0.02% +645 13F-HR Timeline Salvus Wealth Management, LLC More: the full row for Salvus Wealth Management, LLC 8,084 $795K 0.45% +169 13F-HR Timeline Dickmeyer Boyce Financial Management, I… More: the full row for Dickmeyer Boyce Financial Management, Inc. 8,041 $791K 0.41% +44 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. 8,037 $790K 0.02% -1,407 13F-HR Timeline Group WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 8,034 $790K 0.07% -2,409 13F-HR Timeline GREENLEAF TRUST More: the full row for GREENLEAF TRUST 7,977 $784K 0.01% -60 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 7,956 $782K 0.01% -233 13F-HR Timeline Freestone Capital Holdings, LLC in group Freestone Capital Holdings, L… More: the full row for Freestone Capital Holdings, LLC 7,955 $782K 0.02% -1,267 13F-HR Timeline Group ARQ WEALTH ADVISORS, LLC More: the full row for ARQ WEALTH ADVISORS, LLC 7,055 $781K 0.1% -10,296 13F-HR Timeline Douglass Winthrop Advisors, LLC More: the full row for Douglass Winthrop Advisors, LLC 7,892 $776K 0.01% -650 13F-HR Timeline Jain Global LLC More: the full row for Jain Global LLC 7,868 $774K 0.01% -185,476 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 7,786 $766K 0.04% -832 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 7,778 $765K 0.01% -290 13F-HR Timeline BLB&B Advisors, LLC More: the full row for BLB&B Advisors, LLC 7,777 $765K 0.03% -886 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 7,768 $764K 0.12% -503 13F-HR Timeline Atom Investors LP More: the full row for Atom Investors LP 7,759 $763K 0.07% new 13F-HR Timeline BOSTON RESEARCH & MANAGEMENT INC More: the full row for BOSTON RESEARCH & MANAGEMENT INC 7,555 $743K 0.16% 0 13F-HR Timeline Bramshill Investments, LLC More: the full row for Bramshill Investments, LLC 7,555 $743K 0.06% new 13F-HR Timeline Evercore Wealth Management, LLC More: the full row for Evercore Wealth Management, LLC 7,541 $742K 0.01% -923 13F-HR Timeline GREATMARK INVESTMENT PARTNERS, INC. More: the full row for GREATMARK INVESTMENT PARTNERS, INC. 7,537 $741K 0.08% +175 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 7,528 $740K 0.03% +428 13F-HR Timeline PEAPACK GLADSTONE FINANCIAL CORP More: the full row for PEAPACK GLADSTONE FINANCIAL CORP 7,520 $739K 0.01% -150 13F-HR Timeline Arista Wealth Management, LLC More: the full row for Arista Wealth Management, LLC 7,464 $734K 0.08% 0 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 7,448 $732K 0.03% +215 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 7,446 $732K 0.03% -147 13F-HR Timeline OVERSEA-CHINESE BANKING Corp Ltd in group OVERSEA-CHINESE BANKING Corp … More: the full row for OVERSEA-CHINESE BANKING Corp Ltd 7,442 $732K 0.02% 0 13F-HR Timeline Group STRS OHIO More: the full row for STRS OHIO 7,440 $732K <0.01% -26,378 13F-HR Timeline Powers Advisory Group, LLC More: the full row for Powers Advisory Group, LLC 7,409 $729K 0.23% -403 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 7,390 $727K 0.16% -45 13F-HR Timeline Balyasny Asset Management L.P. in group Balyasny Asset Management More: the full row for Balyasny Asset Management L.P. 7,364 $724K <0.01% +7,094 13F-HR Timeline Group Hills Bank & Trust Co in group Hills Bank & Trust Co More: the full row for Hills Bank & Trust Co 7,362 $724K 0.03% 0 13F-HR Timeline Group INTRUST BANK NA More: the full row for INTRUST BANK NA 7,304 $718K 0.05% +1,560 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 7,295 $717K 0.01% +3,054 13F-HR Timeline ROGCO, LP More: the full row for ROGCO, LP 7,254 $713K 0.22% -31 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 7,234 $712K 0.03% -680 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 7,222 $710K 0.03% +712 13F-HR Timeline HARRELL INVESTMENT PARTNERS, LLC More: the full row for HARRELL INVESTMENT PARTNERS, LLC 7,203 $708K 0.15% -53 13F-HR Timeline Argent Trust Co More: the full row for Argent Trust Co 7,195 $707K 0.02% -441 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 7,185 $706K 0.01% +3,430 13F-HR Timeline Ark Wealth Advisors LLC More: the full row for Ark Wealth Advisors LLC 7,059 $694K 0.62% +293 13F-HR Timeline Leisure Capital Management More: the full row for Leisure Capital Management 7,034 $692K 0.22% -68 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 7,026 $691K 0.01% 0 13F-HR Timeline Beacon Financial Advisory LLC More: the full row for Beacon Financial Advisory LLC 6,990 $687K 0.14% +351 13F-HR Timeline CWS Financial Advisors, LLC More: the full row for CWS Financial Advisors, LLC 6,989 $687K 0.15% +808 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 6,980 $686K 0.02% +1,051 13F-HR Timeline Group DEARBORN PARTNERS LLC More: the full row for DEARBORN PARTNERS LLC 6,830 $672K 0.04% -146 13F-HR/A Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 6,824 $671K 0.01% +1,480 13F-HR Timeline MASTER'S WEALTH MANAGEMENT INC. More: the full row for MASTER'S WEALTH MANAGEMENT INC. 6,744 $663K 0.2% +652 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 6,675 $656K 0.13% +6,004 13F-HR/A Timeline Kapstone Financial Advisors LLC More: the full row for Kapstone Financial Advisors LLC 6,645 $653K 0.27% -200 13F-HR Timeline Westerkirk Capital Inc. More: the full row for Westerkirk Capital Inc. 6,600 $649K 0.06% 0 13F-HR Timeline Moment Partners, LLC More: the full row for Moment Partners, LLC 6,544 $643K 0.12% +259 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 6,539 $643K 0.01% +802 13F-HR Timeline Gallacher Capital Management LLC More: the full row for Gallacher Capital Management LLC 6,503 $639K 0.36% new 13F-HR Timeline Avestar Capital, LLC More: the full row for Avestar Capital, LLC 6,473 $636K 0.04% +2,192 13F-HR Timeline SFMG, LLC More: the full row for SFMG, LLC 6,468 $636K 0.04% +28 13F-HR Timeline Curi Capital, LLC More: the full row for Curi Capital, LLC 6,459 $635K 0.01% +2,139 13F-HR Timeline BANCO BILBAO VIZCAYA ARGENTARIA, S.A. More: the full row for BANCO BILBAO VIZCAYA ARGENTARIA, S.A. 6,451 $634K <0.01% -2,786 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 6,421 $631K 0.03% +2,242 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 6,416 $631K 0.01% new 13F-HR Timeline LGT Group Foundation in group LGT Group Foundation More: the full row for LGT Group Foundation 6,411 $630K 0.01% -1,690 13F-HR Timeline Group Cross Staff Investments Inc More: the full row for Cross Staff Investments Inc 6,350 $624K 0.35% -274 13F-HR Timeline Washington Trust Bank More: the full row for Washington Trust Bank 6,292 $619K 0.04% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Sara-Bay Financial More: the full row for Sara-Bay Financial 6,251 $615K 0.16% 0 13F-HR Timeline AssuredPartners Investment Advisors, LLC More: the full row for AssuredPartners Investment Advisors, LLC 6,237 $613K 0.06% +1,212 13F-HR Timeline Taylor Financial Group, Inc. More: the full row for Taylor Financial Group, Inc. 6,207 $610K 0.34% 0 13F-HR Timeline LMR Partners LLP in group LMR Partners LLP More: the full row for LMR Partners LLP 6,182 $608K <0.01% new 13F-HR Timeline Group Sunpointe, LLC More: the full row for Sunpointe, LLC 6,168 $606K 0.17% -55 13F-HR Timeline Rossmore Private Capital More: the full row for Rossmore Private Capital 6,128 $603K 0.05% 0 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 6,102 $600K 0.02% +2,586 13F-HR Timeline Berkeley, Inc More: the full row for Berkeley, Inc 6,085 $598K 0.19% -2,942 13F-HR Timeline Provenance Wealth Advisors, LLC More: the full row for Provenance Wealth Advisors, LLC 6,053 $595K 0.06% 0 13F-HR Timeline PCM Encore, LLC More: the full row for PCM Encore, LLC 6,047 $595K 0.1% +703 13F-HR Timeline Krane Funds Advisors LLC More: the full row for Krane Funds Advisors LLC 6,038 $594K 0.02% +309 13F-HR Timeline MITCHELL MCLEOD PUGH & WILLIAMS INC More: the full row for MITCHELL MCLEOD PUGH & WILLIAMS INC 6,038 $594K 0.07% 0 13F-HR Timeline NBH Bank More: the full row for NBH Bank 6,034 $593K 0.25% 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 6,021 $592K 0.04% -155 13F-HR Timeline Midwest Professional Planners, LTD. More: the full row for Midwest Professional Planners, LTD. 6,015 $591K 0.12% -16,570 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 5,974 $587K 0.08% -350 13F-HR Timeline LIGHTHOUSE FINANCIAL SERVICES INC /ADV More: the full row for LIGHTHOUSE FINANCIAL SERVICES INC /ADV 5,709 $586K 0.12% +64 13F-HR Timeline CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 5,938 $584K 0.06% +2,569 13F-HR Timeline ICICI Prudential Asset Management Co Ltd More: the full row for ICICI Prudential Asset Management Co Ltd 5,925 $583K 0.06% -23 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 5,917 $582K 0.02% -530 13F-HR Timeline GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 5,892 $579K 0.03% -802 13F-HR Timeline Bank & Trust Co More: the full row for Bank & Trust Co 5,884 $579K 0.37% 0 13F-HR Timeline PENN DAVIS MCFARLAND INC More: the full row for PENN DAVIS MCFARLAND INC 5,881 $578K 0.05% 0 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 5,853 $576K 0.01% +149 13F-HR Timeline Bison Wealth, LLC More: the full row for Bison Wealth, LLC 5,456 $575K 0.05% +86 13F-HR Timeline JBGlobal.com LLC More: the full row for JBGlobal.com LLC 5,817 $572K 0.5% -207 13F-HR Timeline SC&H Financial Advisors, Inc. 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