ALKEME WEALTH, LLC More: the full row for ALKEME WEALTH, LLC 12,725 $1.61M 0.7% +7 13F-HR Timeline Lee Financial Co More: the full row for Lee Financial Co 12,637 $1.6M 0.2% -150 13F-HR Timeline Virtus Investment Advisers, LLC group of 2 filers holding More: the full row for Virtus Investment Advisers, LLC 12,529 $1.59M +1,101 Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 12,519 $1.59M 0.06% -3,128 13F-HR Timeline HOWE & RUSLING INC More: the full row for HOWE & RUSLING INC 12,518 $1.59M 0.11% +1,777 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 12,456 $1.58M 0.01% -276 13F-HR Timeline Dynamic Technology Lab Private Ltd More: the full row for Dynamic Technology Lab Private Ltd 12,409 $1.57M 0.27% new 13F-HR Timeline Fragasso Financial Advisors Inc More: the full row for Fragasso Financial Advisors Inc 12,587 $1.57M 0.1% -293 13F-HR Timeline Commonwealth Retirement Investments LLC More: the full row for Commonwealth Retirement Investments LLC 12,361 $1.57M 0.53% +828 13F-HR Timeline Nicholson Wealth Management Group, LLC More: the full row for Nicholson Wealth Management Group, LLC 12,325 $1.56M 0.92% +1,072 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 12,279 $1.56M 0.01% -5,202 13F-HR Timeline WASHINGTON TRUST Co More: the full row for WASHINGTON TRUST Co 12,242 $1.55M 0.05% -1,297 13F-HR Timeline Matrix Trust Co More: the full row for Matrix Trust Co 12,186 $1.54M 0.24% -1,900 13F-HR Timeline GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 12,180 $1.54M 0.05% +5,744 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 12,156 $1.54M 0.01% +8,385 13F-HR Timeline Jump Financial, LLC in group Jump Financial, LLC More: the full row for Jump Financial, LLC 12,141 $1.54M 0.02% -3,584 13F-HR/A Timeline Group TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 12,114 $1.54M 0.13% 0 13F-HR Timeline Group Essex Financial Services, Inc. group of 2 filers holding More: the full row for Essex Financial Services, Inc. 12,082 $1.53M -271 Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 12,068 $1.53M 0.04% -824 13F-HR Timeline ACCESS FINANCIAL SERVICES, INC. More: the full row for ACCESS FINANCIAL SERVICES, INC. 11,985 $1.52M 0.55% +1,038 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 11,884 $1.51M 0.01% +124 13F-HR Timeline ALLSTATE CORP in group ALLSTATE CORP More: the full row for ALLSTATE CORP 11,831 $1.5M 0.03% new 13F-HR Timeline Group Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 11,802 $1.5M 0.02% -287 13F-HR Timeline Boomfish Wealth Group, LLC More: the full row for Boomfish Wealth Group, LLC 11,797 $1.5M 0.81% +630 13F-HR Timeline Kesler, Norman & Wride, LLC More: the full row for Kesler, Norman & Wride, LLC 10,654 $1.49M 0.29% +145 13F-HR Timeline Meeder Advisory Services, Inc. group of 2 filers holding More: the full row for Meeder Advisory Services, Inc. 11,634 $1.47M +1,428 Timeline DMKC Advisory Services, LLC More: the full row for DMKC Advisory Services, LLC 11,586 $1.47M 0.75% -310 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 11,511 $1.46M 0.19% +750 13F-HR Timeline Quantitative Investment Management, LLC More: the full row for Quantitative Investment Management, LLC 11,491 $1.46M 0.2% new 13F-HR Timeline Badgley Phelps Wealth Managers, LLC More: the full row for Badgley Phelps Wealth Managers, LLC 11,448 $1.45M 0.03% -19 13F-HR Timeline Empirical Finance, LLC More: the full row for Empirical Finance, LLC 11,376 $1.44M 0.07% +109 13F-HR Timeline Cerro Pacific Wealth Advisors LLC More: the full row for Cerro Pacific Wealth Advisors LLC 11,318 $1.43M 0.39% -2,673 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 11,314 $1.43M 0.04% -653 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 11,257 $1.43M 0.11% -169 13F-HR Timeline ASPIRIANT, LLC More: the full row for ASPIRIANT, LLC 11,247 $1.43M 0.04% -50 13F-HR Timeline Carlton Hofferkamp & Jenks Wealth Manag… More: the full row for Carlton Hofferkamp & Jenks Wealth Management, LLC 11,336 $1.42M 0.48% -350 13F-HR Timeline Donoghue Forlines LLC More: the full row for Donoghue Forlines LLC 11,177 $1.42M 0.44% +1,612 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 11,105 $1.41M 0.01% +1,206 13F-HR Timeline Group BLB&B Advisors, LLC More: the full row for BLB&B Advisors, LLC 11,082 $1.4M 0.06% -383 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 11,047 $1.4M 0.02% +155 13F-HR Timeline UHLMANN PRICE SECURITIES, LLC More: the full row for UHLMANN PRICE SECURITIES, LLC 10,996 $1.39M 0.85% +2,569 13F-HR Timeline TOKIO MARINE ASSET MANAGEMENT CO LTD in group TOKIO MARINE HOLDINGS, INC. More: the full row for TOKIO MARINE ASSET MANAGEMENT CO LTD 10,959 $1.39M 0.05% +627 13F-HR Timeline Group XTX Topco Ltd in group XTX Topco Ltd More: the full row for XTX Topco Ltd 10,958 $1.39M 0.07% new 13F-HR Timeline Group Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 10,870 $1.38M 0.02% +195 13F-HR Timeline Carnegie Investment Counsel More: the full row for Carnegie Investment Counsel 10,835 $1.37M 0.03% -74 13F-HR Timeline Covenant Partners, LLC More: the full row for Covenant Partners, LLC 10,822 $1.37M 0.39% 0 13F-HR Timeline Portfolio Design Labs, LLC More: the full row for Portfolio Design Labs, LLC 10,813 $1.37M 0.24% +9,040 13F-HR Timeline Pacific Point Advisors, LLC More: the full row for Pacific Point Advisors, LLC 10,773 $1.37M 0.8% +341 13F-HR Timeline EPG Wealth Management LLC More: the full row for EPG Wealth Management LLC 10,747 $1.36M 0.38% +660 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 10,707 $1.36M 0.01% +532 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 10,620 $1.35M 0.09% +684 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 10,538 $1.34M 0.01% -716 13F-HR Timeline Group Greenfield Savings Bank More: the full row for Greenfield Savings Bank 10,485 $1.33M 0.56% 0 13F-HR Timeline Marks Group Wealth Management, Inc More: the full row for Marks Group Wealth Management, Inc 10,433 $1.32M 0.12% -1,212 13F-HR Timeline First City Capital Management, Inc. More: the full row for First City Capital Management, Inc. 10,322 $1.31M 0.71% -400 13F-HR Timeline Pinnacle Financial Partners Inc More: the full row for Pinnacle Financial Partners Inc 10,206 $1.29M 0.03% -17 13F-HR Timeline Paragon Private Wealth Management, LLC More: the full row for Paragon Private Wealth Management, LLC 10,202 $1.29M 0.42% +1,650 13F-HR Timeline IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 10,200 $1.29M <0.01% +887 13F-HR Timeline MOKAN Wealth Management Inc. More: the full row for MOKAN Wealth Management Inc. 10,114 $1.28M 0.64% +1,185 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 10,084 $1.28M 0.01% -424 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 10,055 $1.27M 0.05% +133 13F-HR Timeline Group Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 9,949 $1.26M 0.02% -125 13F-HR Timeline NOVEM GROUP More: the full row for NOVEM GROUP 9,861 $1.25M 0.15% +477 13F-HR Timeline Sound View Wealth Advisors Group, LLC More: the full row for Sound View Wealth Advisors Group, LLC 9,852 $1.25M 0.09% -644 13F-HR Timeline OmniStar Financial Group, Inc. More: the full row for OmniStar Financial Group, Inc. 9,804 $1.24M 0.75% new 13F-HR Timeline KING LUTHER CAPITAL MANAGEMENT CORP More: the full row for KING LUTHER CAPITAL MANAGEMENT CORP 9,738 $1.23M 0.01% +103 13F-HR Timeline BRADLEY FOSTER & SARGENT INC/CT More: the full row for BRADLEY FOSTER & SARGENT INC/CT 9,625 $1.22M 0.02% -2 13F-HR Timeline Callan Family Office, LLC More: the full row for Callan Family Office, LLC 9,610 $1.22M 0.04% -854 13F-HR Timeline Loudon Investment Management, LLC More: the full row for Loudon Investment Management, LLC 9,585 $1.21M 0.64% +2,390 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 9,532 $1.21M +144 Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 9,473 $1.21M 0.03% +348 13F-HR/A Timeline FineMark National Bank & Trust More: the full row for FineMark National Bank & Trust 9,520 $1.21M 0.04% -590 13F-HR Timeline China Universal Asset Management Co., L… More: the full row for China Universal Asset Management Co., Ltd. 9,493 $1.2M 0.1% +1,315 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 9,467 $1.2M 0.04% +5 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 9,437 $1.2M 0.02% -2,608 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 9,417 $1.19M 0.01% -413 13F-HR/A Timeline Group Arax Advisory Partners More: the full row for Arax Advisory Partners 9,395 $1.19M 0.02% +8,261 13F-HR Timeline JENSEN INVESTMENT MANAGEMENT INC More: the full row for JENSEN INVESTMENT MANAGEMENT INC 9,320 $1.18M 0.01% 0 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 9,308 $1.18M 0.04% +408 13F-HR Timeline Arista Wealth Management, LLC More: the full row for Arista Wealth Management, LLC 9,282 $1.18M 0.15% 0 13F-HR Timeline DEARBORN PARTNERS LLC More: the full row for DEARBORN PARTNERS LLC 9,252 $1.17M 0.05% +75 13F-HR Timeline Pensionfund Sabic in group Pensionfund PDN More: the full row for Pensionfund Sabic 9,150 $1.16M 0.32% 0 13F-HR Timeline Group R Squared Ltd More: the full row for R Squared Ltd 9,054 $1.15M 0.49% new 13F-HR Timeline Evercore Wealth Management, LLC More: the full row for Evercore Wealth Management, LLC 9,033 $1.15M 0.02% +25 13F-HR Timeline Caprock Group, LLC More: the full row for Caprock Group, LLC 8,199 $1.14M 0.03% 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 8,973 $1.14M 0.09% -413 13F-HR Timeline Empower Advisory Group, LLC in group Empower Annuity Insurance Co … More: the full row for Empower Advisory Group, LLC 8,822 $1.12M <0.01% +18 13F-HR Timeline Group Howard Capital Management, LLC More: the full row for Howard Capital Management, LLC 8,796 $1.11M 0.01% -12 13F-HR Timeline IVC Wealth Advisors LLC More: the full row for IVC Wealth Advisors LLC 8,790 $1.11M 0.5% -1,213 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 8,769 $1.11M 0.03% -7,888 13F-HR Timeline MUFG SECURITIES AMERICAS INC. More: the full row for MUFG SECURITIES AMERICAS INC. 8,743 $1.11M 0.07% +1,639 13F-HR Timeline Douglass Winthrop Advisors, LLC More: the full row for Douglass Winthrop Advisors, LLC 8,742 $1.11M 0.02% -596 13F-HR Timeline Onyx Bridge Wealth Group LLC More: the full row for Onyx Bridge Wealth Group LLC 8,732 $1.11M 0.12% new 13F-HR Timeline O'Keefe Stevens Advisory, Inc. More: the full row for O'Keefe Stevens Advisory, Inc. 8,722 $1.11M 0.3% 0 13F-HR Timeline East Coast Asset Management, LLC. More: the full row for East Coast Asset Management, LLC. 8,712 $1.1M 0.35% 0 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 8,861 $1.1M 0.55% +6 13F-HR Timeline Hartford Financial Management Inc. More: the full row for Hartford Financial Management Inc. 8,603 $1.09M 0.29% -1,589 13F-HR Timeline PEAPACK GLADSTONE FINANCIAL CORP More: the full row for PEAPACK GLADSTONE FINANCIAL CORP 8,589 $1.09M 0.01% -66 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 8,557 $1.08M 0.04% +6,104 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 8,464 $1.07M 0.03% +241 13F-HR Timeline US Asset Management LLC More: the full row for US Asset Management LLC 8,404 $1.07M 0.88% 0 13F-HR Timeline Freestone Capital Holdings, LLC in group Freestone Capital Holdings, L… More: the full row for Freestone Capital Holdings, LLC 8,349 $1.06M 0.03% -248 13F-HR Timeline Group Marshall Financial Group, LLC More: the full row for Marshall Financial Group, LLC 8,324 $1.06M 0.21% +368 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 8,306 $1.05M <0.01% +610 13F-HR Timeline Group Csenge Advisory Group More: the full row for Csenge Advisory Group 8,287 $1.05M 0.05% +329 13F-HR Timeline ADVOCATE GROUP LLC More: the full row for ADVOCATE GROUP LLC 8,286 $1.05M 0.17% -479 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 8,252 $1.05M 0.01% -2,639 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 8,239 $1.04M 0.02% -504 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 8,192 $1.04M 0.09% +1,925 13F-HR Timeline Group Independent Advisor Alliance More: the full row for Independent Advisor Alliance 8,186 $1.04M 0.03% -188 13F-HR Timeline Milestones Private Investment Advisors … More: the full row for Milestones Private Investment Advisors LLC 8,172 $1.04M 0.71% -559 13F-HR Timeline SHELL ASSET MANAGEMENT CO More: the full row for SHELL ASSET MANAGEMENT CO 8,163 $1.03M 0.1% -4,239 13F-HR Timeline Leisure Capital Management More: the full row for Leisure Capital Management 8,159 $1.03M 0.35% -109 13F-HR Timeline Walleye Capital LLC in group Walleye Capital LLC More: the full row for Walleye Capital LLC 8,130 $1.03M 0.01% -79 13F-HR Timeline Group Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 8,121 $1.03M 0.06% new 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 8,112 $1.03M 0.02% -43 13F-HR Timeline Redwood Investment Management, LLC in group Redwood Investment Management… More: the full row for Redwood Investment Management, LLC 8,109 $1.03M 0.11% -3,112 13F-HR/A Timeline Group Asset Management Group, Inc. More: the full row for Asset Management Group, Inc. 8,108 $1.03M 0.17% +58 13F-HR Timeline Keeler Thomas Management LLC More: the full row for Keeler Thomas Management LLC 8,078 $1.02M 0.42% +82 13F-HR Timeline Hills Bank & Trust Co in group Hills Bank & Trust Co More: the full row for Hills Bank & Trust Co 8,035 $1.02M 0.06% 0 13F-HR Timeline Group IFP Advisors, Inc More: the full row for IFP Advisors, Inc 8,033 $1.02M 0.03% +1,151 13F-HR/A Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 8,032 $1.02M 0.02% -842 13F-HR Timeline Ascentis Independent Advisors in group Ascentis Wealth Management, L… More: the full row for Ascentis Independent Advisors 8,001 $1.01M 0.17% +124 13F-HR Timeline Group OSTRUM ASSET MANAGEMENT More: the full row for OSTRUM ASSET MANAGEMENT 7,913 $1M 0.05% +2,200 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 7,911 $1M 0.25% -412 13F-HR Timeline TRAN CAPITAL MANAGEMENT, L.P. More: the full row for TRAN CAPITAL MANAGEMENT, L.P. 7,887 $1000K 0.12% 0 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 7,853 $995K 0.07% -350 13F-HR Timeline WESTPAC BANKING CORP in group WESTPAC BANKING CORP More: the full row for WESTPAC BANKING CORP 7,820 $991K 0.06% +5,946 13F-HR/A Timeline Group BRIDGEWAY CAPITAL MANAGEMENT, LLC More: the full row for BRIDGEWAY CAPITAL MANAGEMENT, LLC 7,800 $989K 0.02% 0 13F-HR Timeline Cordgrass Capital Advisors, LLC More: the full row for Cordgrass Capital Advisors, LLC 7,790 $987K 0.24% +2,143 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 7,747 $982K 0.04% +1,777 13F-HR Timeline Western Financial Corp/CA More: the full row for Western Financial Corp/CA 7,729 $980K 0.43% +573 13F-HR Timeline STRS OHIO More: the full row for STRS OHIO 7,716 $978K <0.01% +3 13F-HR Timeline Guinness Atkinson Asset Management Inc More: the full row for Guinness Atkinson Asset Management Inc 7,606 $978K 0.46% 0 13F-HR Timeline Powers Advisory Group, LLC More: the full row for Powers Advisory Group, LLC 7,698 $976K 0.39% +44 13F-HR Timeline Kessler Investment Group, LLC More: the full row for Kessler Investment Group, LLC 7,687 $974K 0.42% -74 13F-HR Timeline Raiffeisen Bank International AG in group Raiffeisen Bank International… More: the full row for Raiffeisen Bank International AG 7,564 $972K 0.01% +3,556 13F-HR Timeline Group Salvus Wealth Management, LLC More: the full row for Salvus Wealth Management, LLC 7,664 $971K 0.54% +413 13F-HR Timeline South Dakota Investment Council More: the full row for South Dakota Investment Council 7,617 $966K 0.02% -400 13F-HR Timeline ALBERT D MASON INC More: the full row for ALBERT D MASON INC 7,601 $964K 0.63% +402 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) 7,588 $962K 0.03% +539 13F-HR Timeline Group BOSTON RESEARCH & MANAGEMENT INC More: the full row for BOSTON RESEARCH & MANAGEMENT INC 7,555 $958K 0.21% 0 13F-HR/A Timeline Kapstone Financial Advisors LLC More: the full row for Kapstone Financial Advisors LLC 7,505 $951K 0.45% 0 13F-HR Timeline Diversify Advisory Services, LLC in group Diversify Advisory Services, … More: the full row for Diversify Advisory Services, LLC 8,244 $949K 0.03% -1,404 13F-HR Timeline Group Crews Bank & Trust More: the full row for Crews Bank & Trust 7,484 $949K 0.14% -75 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 7,466 $946K 0.01% -74 13F-HR Timeline CAXTON ASSOCIATES LLP More: the full row for CAXTON ASSOCIATES LLP 7,438 $943K 0.03% +532 13F-HR Timeline S.A. Mason LLC More: the full row for S.A. Mason LLC 7,413 $940K 0.41% -689 13F-HR Timeline Vontobel Holding Ltd. in group Vontobel Holding Ltd. More: the full row for Vontobel Holding Ltd. 7,410 $939K <0.01% +636 13F-HR Timeline Group HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 7,379 $935K 0.08% +20 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 7,336 $930K 0.04% -222 13F-HR Timeline Westerkirk Capital Inc. More: the full row for Westerkirk Capital Inc. 7,300 $925K 0.11% -300 13F-HR Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 7,270 $922K 0.05% +100 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 7,234 $917K 0.05% +74 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 7,226 $916K 0.01% +300 13F-HR Timeline Aviance Capital Partners, LLC More: the full row for Aviance Capital Partners, LLC 7,223 $916K 0.11% +200 13F-HR Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 7,211 $914K 0.01% +1,257 13F-HR Timeline Group ROGCO, LP More: the full row for ROGCO, LP 7,201 $913K 0.32% +82 13F-HR Timeline Bard Financial Services, Inc. More: the full row for Bard Financial Services, Inc. 7,175 $910K 0.1% 0 13F-HR Timeline Allen Capital Group, LLC More: the full row for Allen Capital Group, LLC 7,128 $903K 0.09% +30 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 7,098 $900K 0.04% -963 13F-HR Timeline Group HALL CAPITAL MANAGEMENT CO INC More: the full row for HALL CAPITAL MANAGEMENT CO INC 7,081 $898K 0.35% -50 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 7,077 $897K 0.02% +718 13F-HR Timeline Group SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 7,028 $891K 0.01% -2,278 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 6,989 $886K 0.05% -1,827 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 6,987 $886K 0.02% -2,659 13F-HR Timeline Empirical Asset Management, LLC More: the full row for Empirical Asset Management, LLC 6,962 $883K 0.25% +161 13F-HR Timeline SFMG, LLC More: the full row for SFMG, LLC 6,957 $882K 0.06% 0 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 6,936 $879K 0.02% -18 13F-HR Timeline Uniting Wealth Partners, LLC More: the full row for Uniting Wealth Partners, LLC 6,913 $876K 0.21% new 13F-HR Timeline Moment Partners, LLC More: the full row for Moment Partners, LLC 6,911 $876K 0.15% +98 13F-HR Timeline Financial Advisors Network, Inc. More: the full row for Financial Advisors Network, Inc. 6,903 $875K 0.12% -711 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 6,900 $875K 0.02% -1,640 13F-HR Timeline Qtron Investments LLC More: the full row for Qtron Investments LLC 6,837 $867K 0.11% +3,082 13F-HR Timeline GREATMARK INVESTMENT PARTNERS, INC. More: the full row for GREATMARK INVESTMENT PARTNERS, INC. 6,778 $859K 0.1% 0 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 6,772 $858K 0.01% +551 13F-HR Timeline Group Kentucky Trust Co More: the full row for Kentucky Trust Co 6,733 $853K 0.46% -223 13F-HR Timeline Cross Staff Investments Inc More: the full row for Cross Staff Investments Inc 6,723 $852K 0.59% +1 13F-HR Timeline PRELUDE CAPITAL MANAGEMENT, LLC More: the full row for PRELUDE CAPITAL MANAGEMENT, LLC 6,660 $844K 0.07% new 13F-HR Timeline CLIFFORD SWAN INVESTMENT COUNSEL LLC More: the full row for CLIFFORD SWAN INVESTMENT COUNSEL LLC 6,601 $837K 0.03% 0 13F-HR Timeline MARINO, STRAM & ASSOCIATES LLC More: the full row for MARINO, STRAM & ASSOCIATES LLC 6,546 $830K 0.15% +8 13F-HR Timeline Inlet Private Wealth, LLC More: the full row for Inlet Private Wealth, LLC 6,535 $828K 0.19% -18,620 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 6,527 $827K 0.05% +624 13F-HR Timeline Granite Investment Partners, LLC More: the full row for Granite Investment Partners, LLC 6,523 $827K 0.05% -775 13F-HR Timeline Elevated Capital Advisors, LLC More: the full row for Elevated Capital Advisors, LLC 6,520 $827K 0.21% -861 13F-HR Timeline Beacon Financial Advisory LLC More: the full row for Beacon Financial Advisory LLC 6,487 $822K 0.19% -21 13F-HR Timeline Range Financial Group LLC More: the full row for Range Financial Group LLC 6,474 $821K 0.3% -38 13F-HR Timeline ROCKLAND TRUST CO More: the full row for ROCKLAND TRUST CO 6,457 $818K 0.03% -1,167 13F-HR Timeline Meiji Yasuda Life Insurance Co group of 2 filers holding More: the full row for Meiji Yasuda Life Insurance Co 6,449 $817K -3,559 Timeline 2UniFi Bank More: the full row for 2UniFi Bank 6,437 $816K 0.41% +674 13F-HR Timeline Cushing Capital Partners, LLC More: the full row for Cushing Capital Partners, LLC 6,432 $815K 0.64% -126 13F-HR Timeline Drucker Wealth 3.0, LLC More: the full row for Drucker Wealth 3.0, LLC 6,428 $815K 0.15% +1,223 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 6,419 $814K 0.04% -1,520 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 6,395 $811K 0.27% -197 13F-HR Timeline J. Safra Sarasin Holding AG in group J. Safra Sarasin Holding AG More: the full row for J. Safra Sarasin Holding AG 6,378 $808K 0.01% -5,248 13F-HR Timeline Group SHERBROOKE PARK ADVISERS LLC More: the full row for SHERBROOKE PARK ADVISERS LLC 6,360 $806K 0.37% new 13F-HR Timeline STUDIO INVESTMENT MANAGEMENT LLC More: the full row for STUDIO INVESTMENT MANAGEMENT LLC 6,323 $802K 0.15% +272 13F-HR Timeline Washington Trust Bank More: the full row for Washington Trust Bank 6,292 $798K 0.06% +3,000 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Taylor Financial Group, Inc. More: the full row for Taylor Financial Group, Inc. 6,281 $796K 0.46% -50 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 6,271 $795K 0.03% -331 13F-HR Timeline