Badgley Phelps Wealth Managers, LLC More: the full row for Badgley Phelps Wealth Managers, LLC 11,336 $1.27M 0.02% -112 13F-HR Timeline Carlton Hofferkamp & Jenks Wealth Manag… More: the full row for Carlton Hofferkamp & Jenks Wealth Management, LLC 11,336 $1.27M 0.42% 0 13F-HR Timeline ACCESS FINANCIAL SERVICES, INC. More: the full row for ACCESS FINANCIAL SERVICES, INC. 11,332 $1.27M 0.46% -653 13F-HR Timeline Fulton Bank, N.A. More: the full row for Fulton Bank, N.A. 11,273 $1.26M 0.04% new 13F-HR Timeline Calydon Capital More: the full row for Calydon Capital 11,259 $1.26M 0.21% -30,651 13F-HR Timeline ROCKLAND TRUST CO More: the full row for ROCKLAND TRUST CO 11,219 $1.26M 0.05% +4,762 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 11,197 $1.26M 0.01% +659 13F-HR Timeline Group Portfolio Design Labs, LLC More: the full row for Portfolio Design Labs, LLC 11,138 $1.25M 0.21% +325 13F-HR Timeline ASPIRIANT, LLC More: the full row for ASPIRIANT, LLC 11,117 $1.25M 0.04% -130 13F-HR Timeline Y-Intercept (Hong Kong) Ltd More: the full row for Y-Intercept (Hong Kong) Ltd 11,094 $1.24M 0.03% -129,568 13F-HR Timeline EPG Wealth Management LLC More: the full row for EPG Wealth Management LLC 11,076 $1.24M 0.33% +329 13F-HR Timeline North Dakota State Investment Board More: the full row for North Dakota State Investment Board 11,065 $1.24M 0.05% 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 $1.23M 0.04% 0 13F-HR Timeline Group SIMPLEX TRADING, LLC More: the full row for SIMPLEX TRADING, LLC 10,935 $1.23M 0.03% new 13F-HR Timeline Empirical Finance, LLC More: the full row for Empirical Finance, LLC 10,901 $1.22M 0.06% -475 13F-HR Timeline Kesler, Norman & Wride, LLC More: the full row for Kesler, Norman & Wride, LLC 10,862 $1.22M 0.21% +208 13F-HR Timeline Covenant Partners, LLC More: the full row for Covenant Partners, LLC 10,822 $1.21M 0.35% 0 13F-HR Timeline E. Ohman J:or Asset Management AB More: the full row for E. Ohman J:or Asset Management AB 10,800 $1.21M 0.03% -3,100 13F-HR Timeline CAPSTONE INVESTMENT ADVISORS, LLC in group CAPSTONE INVESTMENT ADVISORS,… More: the full row for CAPSTONE INVESTMENT ADVISORS, LLC 10,758 $1.21M 0.01% -2,730 13F-HR Timeline Group BLB&B Advisors, LLC More: the full row for BLB&B Advisors, LLC 10,538 $1.18M 0.05% -544 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 10,450 $1.17M 0.01% +1,033 13F-HR Timeline Group Summit Financial, LLC More: the full row for Summit Financial, LLC 10,380 $1.16M 0.02% -667 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 10,366 $1.16M 0.01% +2,900 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 10,324 $1.16M 0.07% -296 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 10,312 $1.16M 0.08% -945 13F-HR Timeline Cerro Pacific Wealth Advisors LLC More: the full row for Cerro Pacific Wealth Advisors LLC 10,235 $1.15M 0.31% -1,083 13F-HR Timeline ARWA LLC More: the full row for ARWA LLC 10,229 $1.15M 0.67% 13F-HR Timeline Post Resch Tallon Group Inc. More: the full row for Post Resch Tallon Group Inc. 10,206 $1.14M 0.97% +4,733 13F-HR Timeline Greenfield Savings Bank More: the full row for Greenfield Savings Bank 10,195 $1.14M 0.48% -290 13F-HR Timeline China Universal Asset Management Co., L… More: the full row for China Universal Asset Management Co., Ltd. 10,185 $1.14M 0.09% +692 13F-HR Timeline Gator Capital Management, LLC More: the full row for Gator Capital Management, LLC 10,183 $1.14M 0.24% new 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 10,160 $1.14M 0.03% +5,341 13F-HR Timeline Bollard Group LLC More: the full row for Bollard Group LLC 10,100 $1.13M 0.03% -6,396 13F-HR Timeline WBI INVESTMENTS, LLC in group WBI INVESTMENTS, LLC More: the full row for WBI INVESTMENTS, LLC 10,038 $1.13M 0.29% new 13F-HR Timeline Group Loudon Investment Management, LLC More: the full row for Loudon Investment Management, LLC 10,035 $1.13M 0.59% +450 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 10,019 $1.12M 0.01% -688 13F-HR Timeline Sound View Wealth Advisors Group, LLC More: the full row for Sound View Wealth Advisors Group, LLC 10,017 $1.12M 0.08% +165 13F-HR Timeline Private Capital Management, LLC More: the full row for Private Capital Management, LLC 9,875 $1.11M 0.11% +6,557 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 9,803 $1.1M 0.01% -146 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 9,796 $1.1M 0.01% +3,024 13F-HR Timeline Group NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 9,575 $1.07M 0.06% -6,406 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 9,531 $1.07M 0.04% +64 13F-HR Timeline Reflection Asset Management More: the full row for Reflection Asset Management 9,527 $1.07M 0.76% 13F-HR Timeline Meeder Advisory Services, Inc. group of 2 filers holding More: the full row for Meeder Advisory Services, Inc. 9,523 $1.07M -2,111 Timeline Intellectus Partners, LLC More: the full row for Intellectus Partners, LLC 9,505 $1.07M 0.21% new 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. 9,432 $1.06M 0.03% -8,692 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. Fideuram Asset Management (Ireland) dac More: the full row for Fideuram Asset Management (Ireland) dac 6,998 $1.05M 0.08% 13F-HR Timeline RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 9,333 $1.05M 0.02% -12,433 13F-HR Timeline Freestone Capital Holdings, LLC in group Freestone Capital Holdings, L… More: the full row for Freestone Capital Holdings, LLC 9,287 $1.04M 0.03% +938 13F-HR Timeline Group FineMark National Bank & Trust More: the full row for FineMark National Bank & Trust 9,278 $1.04M 0.03% -242 13F-HR Timeline First City Capital Management, Inc. More: the full row for First City Capital Management, Inc. 9,262 $1.04M 0.55% -1,060 13F-HR Timeline BANCO BILBAO VIZCAYA ARGENTARIA, S.A. More: the full row for BANCO BILBAO VIZCAYA ARGENTARIA, S.A. 9,207 $1.03M 0.01% -21,067 13F-HR Timeline Westerkirk Capital Inc. More: the full row for Westerkirk Capital Inc. 9,200 $1.03M 0.1% +1,900 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 9,181 $1.03M 0.02% +2,194 13F-HR Timeline Pensionfund Sabic in group Pensionfund PDN More: the full row for Pensionfund Sabic 9,150 $1.03M 0.28% 0 13F-HR Timeline Group AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 9,118 $1.02M 0.02% +4,780 13F-HR/A Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 9,115 $1.02M 0.01% -1,755 13F-HR Timeline Pacific Point Advisors, LLC More: the full row for Pacific Point Advisors, LLC 9,105 $1.02M 0.55% -1,668 13F-HR Timeline CONNING INC. in group CONNING INC. More: the full row for CONNING INC. 9,092 $1.02M 0.03% -235,004 13F-HR Timeline Group CREDIT INDUSTRIEL ET COMMERCIAL More: the full row for CREDIT INDUSTRIEL ET COMMERCIAL 9,054 $1.02M 0.15% +3,187 13F-HR Timeline Howard Capital Management, LLC More: the full row for Howard Capital Management, LLC 9,002 $1.01M 0.01% +206 13F-HR Timeline Applied Capital LLC/FL More: the full row for Applied Capital LLC/FL 9,000 $1.01M 0.69% new 13F-HR Timeline DEARBORN PARTNERS LLC More: the full row for DEARBORN PARTNERS LLC 8,979 $1.01M 0.05% -273 13F-HR Timeline HOWE & RUSLING INC More: the full row for HOWE & RUSLING INC 8,939 $1M 0.07% -3,579 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 8,857 $994K 0.08% -116 13F-HR Timeline OSTRUM ASSET MANAGEMENT More: the full row for OSTRUM ASSET MANAGEMENT 8,818 $989K 0.05% +905 13F-HR Timeline SECURIAN ASSET MANAGEMENT, INC More: the full row for SECURIAN ASSET MANAGEMENT, INC 8,807 $988K 0.04% -6,802 13F-HR Timeline O'Keefe Stevens Advisory, Inc. More: the full row for O'Keefe Stevens Advisory, Inc. 8,722 $978K 0.25% 0 13F-HR Timeline Empower Advisory Group, LLC in group Empower Annuity Insurance Co … More: the full row for Empower Advisory Group, LLC 8,715 $978K <0.01% -107 13F-HR Timeline Group East Coast Asset Management, LLC. More: the full row for East Coast Asset Management, LLC. 8,712 $977K 0.29% 0 13F-HR Timeline Vontobel Holding Ltd. in group Vontobel Holding Ltd. More: the full row for Vontobel Holding Ltd. 8,700 $976K <0.01% +1,290 13F-HR Timeline Group HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 9,903 $976K 0.02% +430 13F-HR Timeline Evercore Wealth Management, LLC More: the full row for Evercore Wealth Management, LLC 8,691 $975K 0.01% -342 13F-HR Timeline Hardworking Capital Advisors, LLC More: the full row for Hardworking Capital Advisors, LLC 8,650 $970K 0.88% 13F-HR Timeline Douglass Winthrop Advisors, LLC More: the full row for Douglass Winthrop Advisors, LLC 8,642 $969K 0.02% -100 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 8,638 $969K 0.47% -223 13F-HR Timeline Hartford Financial Management Inc. More: the full row for Hartford Financial Management Inc. 8,603 $965K 0.25% 0 13F-HR Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 8,477 $951K 0.02% +2,813 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 8,408 $943K 0.01% -1,029 13F-HR Timeline US Asset Management LLC More: the full row for US Asset Management LLC 8,324 $934K 0.76% -80 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 8,299 $931K 0.03% -1,009 13F-HR Timeline Cordgrass Capital Advisors, LLC More: the full row for Cordgrass Capital Advisors, LLC 8,288 $930K 0.22% +498 13F-HR Timeline ADVOCATE GROUP LLC More: the full row for ADVOCATE GROUP LLC 8,286 $930K 0.15% 0 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 8,282 $929K 0.04% +535 13F-HR Timeline Ascentis Independent Advisors in group Ascentis Wealth Management, L… More: the full row for Ascentis Independent Advisors 8,257 $926K 0.15% +256 13F-HR Timeline Group BRADLEY FOSTER & SARGENT INC/CT More: the full row for BRADLEY FOSTER & SARGENT INC/CT 8,233 $924K 0.01% -1,392 13F-HR Timeline PEAPACK GLADSTONE FINANCIAL CORP More: the full row for PEAPACK GLADSTONE FINANCIAL CORP 8,228 $923K 0.01% -361 13F-HR Timeline Fragasso Financial Advisors Inc More: the full row for Fragasso Financial Advisors Inc 8,226 $923K 0.06% -4,361 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 8,225 $923K 0.03% -1,830 13F-HR Timeline Group Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 8,222 $922K 0.01% -3,580 13F-HR Timeline Asset Management Group, Inc. More: the full row for Asset Management Group, Inc. 8,181 $918K 0.15% +73 13F-HR Timeline Milestones Private Investment Advisors … More: the full row for Milestones Private Investment Advisors LLC 8,170 $917K 0.63% -2 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 8,167 $916K 0.02% +2,063 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 8,126 $912K 0.32% +5,600 13F-HR Timeline ALBERT D MASON INC More: the full row for ALBERT D MASON INC 8,101 $909K 0.6% +500 13F-HR Timeline Powers Advisory Group, LLC More: the full row for Powers Advisory Group, LLC 8,021 $900K 0.34% +323 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 8,002 $898K 0.07% -190 13F-HR Timeline Group IFP Advisors, Inc More: the full row for IFP Advisors, Inc 7,988 $896K 0.02% -45 13F-HR Timeline Hills Bank & Trust Co in group Hills Bank & Trust Co More: the full row for Hills Bank & Trust Co 7,890 $885K 0.05% -145 13F-HR Timeline Group TRAN CAPITAL MANAGEMENT, L.P. More: the full row for TRAN CAPITAL MANAGEMENT, L.P. 7,887 $885K 0.11% 0 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 7,870 $883K 0.05% -251 13F-HR Timeline Leisure Capital Management More: the full row for Leisure Capital Management 7,831 $878K 0.29% -328 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 7,830 $878K 0.21% -81 13F-HR Timeline KING LUTHER CAPITAL MANAGEMENT CORP More: the full row for KING LUTHER CAPITAL MANAGEMENT CORP 7,822 $877K <0.01% -1,916 13F-HR Timeline Salvus Wealth Management, LLC More: the full row for Salvus Wealth Management, LLC 7,773 $872K 0.49% +109 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 7,763 $871K 0.02% -476 13F-HR Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 7,760 $871K 0.01% +549 13F-HR Timeline Group Csenge Advisory Group More: the full row for Csenge Advisory Group 7,751 $870K 0.04% -536 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 7,733 $867K -1,799 Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 7,729 $867K 0.01% +701 13F-HR Timeline V-Square Quantitative Management LLC More: the full row for V-Square Quantitative Management LLC 7,671 $861K 0.09% new 13F-HR Timeline RED CEDAR INVESTMENT MANAGEMENT, LLC More: the full row for RED CEDAR INVESTMENT MANAGEMENT, LLC 7,623 $855K 0.09% -7,837 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 7,606 $853K 0.01% -8,534 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 7,599 $852K 0.02% -513 13F-HR Timeline Guinness Atkinson Asset Management Inc More: the full row for Guinness Atkinson Asset Management Inc 7,462 $851K 0.4% -144 13F-HR/A Timeline BOSTON RESEARCH & MANAGEMENT INC More: the full row for BOSTON RESEARCH & MANAGEMENT INC 7,555 $848K 0.19% 0 13F-HR/A Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 7,548 $847K 0.02% -1,221 13F-HR Timeline Diversify Advisory Services, LLC in group Diversify Advisory Services, … More: the full row for Diversify Advisory Services, LLC 7,600 $845K 0.03% -644 13F-HR Timeline Group South Dakota Investment Council More: the full row for South Dakota Investment Council 7,517 $843K 0.02% -100 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 7,477 $839K 0.01% +251 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 7,467 $838K 0.02% -565 13F-HR Timeline Arista Wealth Management, LLC More: the full row for Arista Wealth Management, LLC 7,464 $837K 0.1% -1,818 13F-HR Timeline GREATMARK INVESTMENT PARTNERS, INC. More: the full row for GREATMARK INVESTMENT PARTNERS, INC. 7,463 $837K 0.1% +685 13F-HR Timeline S.A. Mason LLC More: the full row for S.A. Mason LLC 7,426 $833K 0.33% +13 13F-HR Timeline PANAGORA ASSET MANAGEMENT INC More: the full row for PANAGORA ASSET MANAGEMENT INC 7,419 $832K <0.01% +4,166 13F-HR Timeline First Bank & Trust More: the full row for First Bank & Trust 7,418 $832K 0.14% +5,074 13F-HR Timeline Man Group plc in group Man Group plc More: the full row for Man Group plc 7,392 $829K <0.01% -362,002 13F-HR Timeline Group Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 7,390 $829K 0.02% +313 13F-HR Timeline Group Allen Capital Group, LLC More: the full row for Allen Capital Group, LLC 7,357 $825K 0.08% +229 13F-HR Timeline ROGCO, LP More: the full row for ROGCO, LP 7,310 $820K 0.27% +109 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 7,264 $815K 0.03% -72 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 7,185 $806K <0.01% -217,663 13F-HR Timeline Group CLIFFORD SWAN INVESTMENT COUNSEL LLC More: the full row for CLIFFORD SWAN INVESTMENT COUNSEL LLC 7,170 $804K 0.03% +569 13F-HR Timeline Financial Advisors Network, Inc. More: the full row for Financial Advisors Network, Inc. 7,158 $803K 0.11% +255 13F-HR Timeline Aviance Capital Partners, LLC More: the full row for Aviance Capital Partners, LLC 7,150 $802K 0.09% -73 13F-HR Timeline IVC Wealth Advisors LLC More: the full row for IVC Wealth Advisors LLC 7,149 $802K 0.35% -1,641 13F-HR Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 7,139 $801K 0.04% -131 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 7,070 $793K 0.06% -309 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 7,057 $792K 0.04% +68 13F-HR Timeline Kapstone Financial Advisors LLC More: the full row for Kapstone Financial Advisors LLC 7,045 $790K 0.39% -460 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 7,014 $787K 0.04% -220 13F-HR Timeline Martin Capital Partners, LLC More: the full row for Martin Capital Partners, LLC 6,995 $785K 0.3% +1,877 13F-HR Timeline SFMG, LLC More: the full row for SFMG, LLC 6,988 $784K 0.05% +31 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 6,981 $783K 0.02% +1,527 13F-HR Timeline Drucker Wealth 3.0, LLC More: the full row for Drucker Wealth 3.0, LLC 6,918 $776K 0.14% +490 13F-HR Timeline CAXTON ASSOCIATES LLP More: the full row for CAXTON ASSOCIATES LLP 6,906 $775K 0.02% -532 13F-HR Timeline STUDIO INVESTMENT MANAGEMENT LLC More: the full row for STUDIO INVESTMENT MANAGEMENT LLC 6,897 $774K 0.14% +574 13F-HR Timeline GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 6,873 $771K 0.03% -5,307 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 6,867 $770K 0.01% -33 13F-HR Timeline Uniting Wealth Partners, LLC More: the full row for Uniting Wealth Partners, LLC 6,845 $768K 0.24% -68 13F-HR Timeline Qtron Investments LLC More: the full row for Qtron Investments LLC 6,837 $767K 0.1% 0 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 6,774 $760K 0.11% -710 13F-HR Timeline Range Financial Group LLC More: the full row for Range Financial Group LLC 6,771 $760K 0.26% +297 13F-HR Timeline Paragon Private Wealth Management, LLC More: the full row for Paragon Private Wealth Management, LLC 6,765 $759K 0.23% -3,437 13F-HR Timeline HALL CAPITAL MANAGEMENT CO INC More: the full row for HALL CAPITAL MANAGEMENT CO INC 6,746 $757K 0.29% -335 13F-HR Timeline IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 6,741 $756K <0.01% -3,459 13F-HR Timeline HARMONY ASSET MANAGEMENT LLC More: the full row for HARMONY ASSET MANAGEMENT LLC 6,718 $754K 0.25% -12,758 13F-HR Timeline Bridgefront Capital, LLC More: the full row for Bridgefront Capital, LLC 6,712 $753K 0.19% +1,368 13F-HR Timeline Argent Trust Co More: the full row for Argent Trust Co 6,653 $746K 0.03% +951 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 6,624 $743K 0.06% -1,229 13F-HR Timeline Cross Staff Investments Inc More: the full row for Cross Staff Investments Inc 6,623 $743K 0.41% -100 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. 6,599 $740K 0.04% +150 13F-HR Timeline Group Independent Advisor Alliance More: the full row for Independent Advisor Alliance 6,594 $740K 0.02% -1,592 13F-HR Timeline Redwood Investment Management, LLC in group Redwood Investment Management… More: the full row for Redwood Investment Management, LLC 6,558 $736K 0.08% -1,551 13F-HR/A Timeline Group COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 6,506 $730K 0.01% -1,746 13F-HR Timeline Beacon Financial Advisory LLC More: the full row for Beacon Financial Advisory LLC 6,459 $725K 0.17% -28 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 6,399 $718K 0.04% -128 13F-HR Timeline Sara-Bay Financial More: the full row for Sara-Bay Financial 6,251 $709K 0.21% 0 13F-HR Timeline Moment Partners, LLC More: the full row for Moment Partners, LLC 6,296 $706K 0.15% -615 13F-HR Timeline Washington Trust Bank More: the full row for Washington Trust Bank 6,292 $706K 0.05% 0 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 $705K 0.41% 0 13F-HR Timeline MARINO, STRAM & ASSOCIATES LLC More: the full row for MARINO, STRAM & ASSOCIATES LLC 6,270 $703K 0.13% -276 13F-HR Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 6,232 $699K 0.01% +102 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 6,210 $697K 0.02% -2,254 13F-HR Timeline AssuredPartners Investment Advisors, LLC More: the full row for AssuredPartners Investment Advisors, LLC 6,187 $694K 0.1% +832 13F-HR Timeline Rossmore Private Capital More: the full row for Rossmore Private Capital 6,128 $687K 0.06% +2,700 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 6,122 $687K 0.03% -297 13F-HR Timeline Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 6,095 $684K 0.02% +909 13F-HR Timeline Kentucky Trust Co More: the full row for Kentucky Trust Co 6,066 $680K 0.36% -667 13F-HR Timeline Provenance Wealth Advisors, LLC More: the full row for Provenance Wealth Advisors, LLC 6,053 $679K 0.08% 0 13F-HR Timeline JBGlobal.com LLC More: the full row for JBGlobal.com LLC 6,016 $675K 0.85% -237 13F-HR Timeline Elevated Capital Advisors, LLC More: the full row for Elevated Capital Advisors, LLC 5,990 $672K 0.16% -530 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 5,969 $670K 0.02% -216 13F-HR Timeline JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 5,902 $662K 0.01% -351 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 5,884 $660K 0.03% -1,214 13F-HR Timeline Group Bank & Trust Co More: the full row for Bank & Trust Co 5,884 $660K 0.47% 0 13F-HR Timeline PENN DAVIS MCFARLAND INC More: the full row for PENN DAVIS MCFARLAND INC 5,881 $660K 0.06% 0 13F-HR Timeline OVERSEA-CHINESE BANKING Corp Ltd in group OVERSEA-CHINESE BANKING Corp … More: the full row for OVERSEA-CHINESE BANKING Corp Ltd 5,871 $659K 0.02% new 13F-HR/A Timeline Group HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 5,866 $658K 0.02% +1,099 13F-HR Timeline NORTH DALLAS BANK & TRUST CO More: the full row for NORTH DALLAS BANK & TRUST CO 5,865 $658K 0.43% 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 5,842 $655K 0.01% +86 13F-HR Timeline GREENLEAF TRUST More: the full row for GREENLEAF TRUST 5,834 $654K 0.01% +95 13F-HR Timeline Granite Investment Partners, LLC More: the full row for Granite Investment Partners, LLC 5,817 $653K 0.04% -706 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 5,813 $652K 0.02% +5 13F-HR Timeline Group SC&H Financial Advisors, Inc. 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