Castle Rock Wealth Management, LLC More: the full row for Castle Rock Wealth Management, LLC 12,334 $1.13M 0.24% new 13F-HR Timeline PARSONS CAPITAL MANAGEMENT INC/RI More: the full row for PARSONS CAPITAL MANAGEMENT INC/RI 12,260 $1.13M 0.05% -2,168 13F-HR Timeline Boomfish Wealth Group, LLC More: the full row for Boomfish Wealth Group, LLC 12,094 $1.11M 0.59% +758 13F-HR Timeline Badgley Phelps Wealth Managers, LLC More: the full row for Badgley Phelps Wealth Managers, LLC 12,042 $1.11M 0.02% +706 13F-HR Timeline ROCKLAND TRUST CO More: the full row for ROCKLAND TRUST CO 12,015 $1.11M 0.04% +796 13F-HR Timeline CHICAGO TRUST Co NA More: the full row for CHICAGO TRUST Co NA 11,963 $1.1M 0.18% +7,544 13F-HR Timeline Saudi Central Bank More: the full row for Saudi Central Bank 11,925 $1.1M 0.02% new 13F-HR Timeline WASHINGTON TRUST Co More: the full row for WASHINGTON TRUST Co 11,723 $1.08M 0.04% -488 13F-HR Timeline FOURPATH CAPITAL MANAGEMENT, LLC More: the full row for FOURPATH CAPITAL MANAGEMENT, LLC 11,673 $1.08M 0.15% +5,969 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 11,636 $1.07M 0.02% -3,803 13F-HR Timeline Group DMKC Advisory Services, LLC More: the full row for DMKC Advisory Services, LLC 11,586 $1.07M 0.44% 0 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 11,482 $1.06M 0.07% +1,170 13F-HR Timeline Frec Markets, Inc. in group Frec Markets, Inc. More: the full row for Frec Markets, Inc. 11,430 $1.05M 0.18% new 13F-HR Timeline Group Portfolio Design Labs, LLC More: the full row for Portfolio Design Labs, LLC 11,412 $1.05M 0.19% +274 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 11,478 $1.04M 0.01% +2,363 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 11,058 $1.04M 0.02% +1,155 13F-HR Timeline Azimuth Capital Investment Management L… More: the full row for Azimuth Capital Investment Management LLC 11,275 $1.04M 0.04% -28,804 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 11,252 $1.04M 0.01% +872 13F-HR Timeline LANDSCAPE CAPITAL MANAGEMENT, L.L.C. in group LANDSCAPE CAPITAL MANAGEMENT,… More: the full row for LANDSCAPE CAPITAL MANAGEMENT, L.L.C. 11,248 $1.04M 0.07% -58,253 13F-HR Timeline Group Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 11,208 $1.03M 0.01% +1,189 13F-HR Timeline Essex Financial Services, Inc. group of 2 filers holding More: the full row for Essex Financial Services, Inc. 11,198 $1.03M -538 Timeline V-Square Quantitative Management LLC More: the full row for V-Square Quantitative Management LLC 11,197 $1.03M 0.11% +3,526 13F-HR Timeline Ascentis Independent Advisors in group Ascentis Wealth Management, L… More: the full row for Ascentis Independent Advisors 11,155 $1.03M 0.08% +2,898 13F-HR Timeline Group ASPIRIANT, LLC More: the full row for ASPIRIANT, LLC 11,107 $1.02M 0.03% -10 13F-HR Timeline Catalyst Funds Management Pty Ltd More: the full row for Catalyst Funds Management Pty Ltd 11,049 $1.02M 0.17% new 13F-HR Timeline Sound View Wealth Advisors Group, LLC More: the full row for Sound View Wealth Advisors Group, LLC 11,048 $1.02M 0.07% +1,031 13F-HR Timeline Carlton Hofferkamp & Jenks Wealth Manag… More: the full row for Carlton Hofferkamp & Jenks Wealth Management, LLC 11,286 $1.01M 0.34% -50 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 10,993 $1.01M <0.01% +3,808 13F-HR Timeline Group 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 $1.01M 0.04% 0 13F-HR Timeline Group ESSEX INVESTMENT MANAGEMENT CO LLC More: the full row for ESSEX INVESTMENT MANAGEMENT CO LLC 10,934 $1.01M 0.16% -5,737 13F-HR Timeline Empirical Finance, LLC More: the full row for Empirical Finance, LLC 10,887 $1M 0.05% -14 13F-HR/A Timeline Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 10,867 $1M 0.04% +6,880 13F-HR Timeline Point72 Asset Management, L.P. in group Point72 Asset Management, L.P. More: the full row for Point72 Asset Management, L.P. 10,800 $995K <0.01% new 13F-HR Timeline Group E. Ohman J:or Asset Management AB More: the full row for E. Ohman J:or Asset Management AB 10,800 $995K 0.03% 0 13F-HR Timeline Post Resch Tallon Group Inc. More: the full row for Post Resch Tallon Group Inc. 10,811 $986K 0.8% +605 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 10,694 $985K 0.01% -503 13F-HR Timeline Group EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 10,668 $983K 0.02% +2,905 13F-HR Timeline Cerro Pacific Wealth Advisors LLC More: the full row for Cerro Pacific Wealth Advisors LLC 10,658 $982K 0.26% +423 13F-HR Timeline EPG Wealth Management LLC More: the full row for EPG Wealth Management LLC 10,445 $962K 0.26% -631 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 10,443 $962K 0.09% -15,157 13F-HR Timeline ALERUS FINANCIAL NA More: the full row for ALERUS FINANCIAL NA 10,430 $961K 0.05% new 13F-HR Timeline Loudon Investment Management, LLC More: the full row for Loudon Investment Management, LLC 10,381 $956K 0.51% +346 13F-HR Timeline Cordgrass Capital Advisors, LLC More: the full row for Cordgrass Capital Advisors, LLC 10,272 $946K 0.22% +1,984 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 10,227 $942K 0.09% -24,764 13F-HR Timeline Group Pacific Point Advisors, LLC More: the full row for Pacific Point Advisors, LLC 10,103 $931K 0.49% +998 13F-HR Timeline China Universal Asset Management Co., L… More: the full row for China Universal Asset Management Co., Ltd. 10,098 $930K 0.07% -87 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 9,939 $916K 0.02% +3,072 13F-HR Timeline Greenfield Savings Bank More: the full row for Greenfield Savings Bank 9,890 $911K 0.39% -305 13F-HR Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 9,797 $903K 0.01% +2,037 13F-HR Timeline Group FLPUTNAM INVESTMENT MANAGEMENT CO More: the full row for FLPUTNAM INVESTMENT MANAGEMENT CO 9,757 $899K 0.01% -33,253 13F-HR Timeline Aster Capital Management (DIFC) Ltd More: the full row for Aster Capital Management (DIFC) Ltd 5,812 $897K 0.29% new 13F-HR Timeline Diversify Advisory Services, LLC group of 2 filers holding More: the full row for Diversify Advisory Services, LLC 9,512 $895K +1,912 Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 9,702 $894K 0.02% +1,714 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 9,699 $893K 0.03% +168 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 9,660 $890K 0.03% +1,435 13F-HR Timeline Group CLIFFORD SWAN INVESTMENT COUNSEL LLC More: the full row for CLIFFORD SWAN INVESTMENT COUNSEL LLC 9,639 $888K 0.03% +2,469 13F-HR Timeline Main Management ETF Advisors, LLC in group Main Management ETF Advisors,… More: the full row for Main Management ETF Advisors, LLC 9,496 $875K 0.03% new 13F-HR Timeline Group Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 9,496 $875K 0.01% -307 13F-HR Timeline Vestcor Inc More: the full row for Vestcor Inc 9,463 $872K 0.02% -20,851 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. 9,444 $870K 0.02% +12 13F-HR Timeline Group Reflection Asset Management More: the full row for Reflection Asset Management 9,406 $866K 0.53% -121 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 9,396 $866K <0.01% +4,806 13F-HR Timeline Group North Dakota State Investment Board More: the full row for North Dakota State Investment Board 9,327 $859K 0.04% -1,738 13F-HR Timeline Applied Capital LLC/FL More: the full row for Applied Capital LLC/FL 9,303 $857K 0.62% +303 13F-HR Timeline BANCO BILBAO VIZCAYA ARGENTARIA, S.A. More: the full row for BANCO BILBAO VIZCAYA ARGENTARIA, S.A. 9,237 $851K 0.01% +30 13F-HR Timeline Campbell & CO Investment Adviser LLC More: the full row for Campbell & CO Investment Adviser LLC 9,234 $851K 0.05% -2,676 13F-HR Timeline Dynamic Technology Lab Private Ltd More: the full row for Dynamic Technology Lab Private Ltd 9,233 $851K 0.14% new 13F-HR Timeline Freestone Capital Holdings, LLC in group Freestone Capital Holdings, L… More: the full row for Freestone Capital Holdings, LLC 9,222 $850K 0.03% -65 13F-HR Timeline Group Mechanics Bank Trust Department More: the full row for Mechanics Bank Trust Department 9,145 $842K 0.12% -4,720 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 9,132 $841K 0.01% +8,071 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Berkeley, Inc More: the full row for Berkeley, Inc 9,027 $832K 0.28% -12,997 13F-HR Timeline PKO Investment Management Joint-Stock Co More: the full row for PKO Investment Management Joint-Stock Co 9,000 $829K 0.07% new 13F-HR Timeline COZAD ASSET MANAGEMENT INC More: the full row for COZAD ASSET MANAGEMENT INC 8,899 $820K 0.06% -12,221 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 8,764 $807K +1,031 Timeline Financial Advisors Network, Inc. More: the full row for Financial Advisors Network, Inc. 8,740 $805K 0.11% +1,582 13F-HR Timeline STUDIO INVESTMENT MANAGEMENT LLC More: the full row for STUDIO INVESTMENT MANAGEMENT LLC 8,729 $804K 0.14% +1,832 13F-HR/A Timeline Paragon Private Wealth Management, LLC More: the full row for Paragon Private Wealth Management, LLC 8,723 $804K 0.25% +1,958 13F-HR Timeline O'Keefe Stevens Advisory, Inc. More: the full row for O'Keefe Stevens Advisory, Inc. 8,722 $803K 0.2% 0 13F-HR Timeline SECURIAN ASSET MANAGEMENT, INC More: the full row for SECURIAN ASSET MANAGEMENT, INC 8,707 $802K 0.03% -100 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 8,674 $799K 0.01% +1,207 13F-HR/A Timeline BLB&B Advisors, LLC More: the full row for BLB&B Advisors, LLC 8,663 $798K 0.03% -1,875 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 8,654 $797K 0.04% +903 13F-HR Timeline Hartford Financial Management Inc. More: the full row for Hartford Financial Management Inc. 8,645 $796K 0.2% +42 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 8,618 $794K 0.05% -1,706 13F-HR Timeline Asset Management Group, Inc. More: the full row for Asset Management Group, Inc. 8,544 $787K 0.13% +363 13F-HR Timeline Douglass Winthrop Advisors, LLC More: the full row for Douglass Winthrop Advisors, LLC 8,542 $787K 0.01% -100 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 8,538 $787K 0.01% +3,757 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 6,981 $783K 0.02% 0 13F-HR Timeline Evercore Wealth Management, LLC More: the full row for Evercore Wealth Management, LLC 8,464 $780K 0.01% -227 13F-HR Timeline East Coast Asset Management, LLC. More: the full row for East Coast Asset Management, LLC. 8,460 $779K 0.26% -252 13F-HR Timeline First City Capital Management, Inc. More: the full row for First City Capital Management, Inc. 8,437 $777K 0.41% -825 13F-HR Timeline Lee Financial Co More: the full row for Lee Financial Co 8,408 $775K 0.11% -2,938 13F-HR Timeline Redwood Investment Management, LLC in group Redwood Investment Management… More: the full row for Redwood Investment Management, LLC 8,385 $772K 0.1% +1,827 13F-HR/A Timeline Group ADVOCATE GROUP LLC More: the full row for ADVOCATE GROUP LLC 8,286 $763K 0.12% 0 13F-HR Timeline US Asset Management LLC More: the full row for US Asset Management LLC 8,275 $762K 0.66% -49 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 8,271 $762K 0.15% +4,784 13F-HR Timeline Bollard Group LLC More: the full row for Bollard Group LLC 8,250 $760K 0.02% -1,850 13F-HR Timeline Fieldview Capital Management, LLC More: the full row for Fieldview Capital Management, LLC 8,220 $757K 0.22% -14,705 13F-HR Timeline Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 8,215 $757K 0.01% -5,677 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 8,189 $754K 0.01% -219 13F-HR/A Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 8,181 $754K 0.07% +3,800 13F-HR Timeline LGT Group Foundation in group LGT Group Foundation More: the full row for LGT Group Foundation 8,101 $746K 0.01% +5,348 13F-HR Timeline Group RFG Advisory, LLC More: the full row for RFG Advisory, LLC 8,068 $743K 0.01% +469 13F-HR Timeline GREENLEAF TRUST More: the full row for GREENLEAF TRUST 8,037 $740K 0.01% +2,203 13F-HR Timeline Dickmeyer Boyce Financial Management, I… More: the full row for Dickmeyer Boyce Financial Management, Inc. 7,997 $737K 0.43% 13F-HR Timeline Elevated Capital Advisors, LLC More: the full row for Elevated Capital Advisors, LLC 7,979 $735K 0.18% +1,989 13F-HR Timeline Perbak Capital Partners LLP More: the full row for Perbak Capital Partners LLP 7,960 $733K 0.18% +5,742 13F-HR Timeline MOKAN Wealth Management Inc. More: the full row for MOKAN Wealth Management Inc. 7,918 $730K 0.32% -4,328 13F-HR Timeline Salvus Wealth Management, LLC More: the full row for Salvus Wealth Management, LLC 7,915 $729K 0.42% +142 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 7,914 $729K 0.04% +44 13F-HR Timeline Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 7,905 $728K 0.02% +1,810 13F-HR Timeline TRAN CAPITAL MANAGEMENT, L.P. More: the full row for TRAN CAPITAL MANAGEMENT, L.P. 7,887 $727K 0.1% 0 13F-HR Timeline Powers Advisory Group, LLC More: the full row for Powers Advisory Group, LLC 7,812 $720K 0.25% -209 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 7,791 $718K 0.06% -1,066 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 7,699 $709K 0.02% -468 13F-HR Timeline PEAPACK GLADSTONE FINANCIAL CORP More: the full row for PEAPACK GLADSTONE FINANCIAL CORP 7,670 $706K 0.01% -558 13F-HR Timeline Argent Trust Co More: the full row for Argent Trust Co 7,636 $703K 0.02% +983 13F-HR Timeline HOWE & RUSLING INC More: the full row for HOWE & RUSLING INC 7,622 $702K 0.05% -1,317 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 7,593 $699K 0.03% +329 13F-HR Timeline BOSTON RESEARCH & MANAGEMENT INC More: the full row for BOSTON RESEARCH & MANAGEMENT INC 7,555 $696K 0.16% 0 13F-HR/A Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 7,647 $695K <0.01% +4,699 13F-HR Timeline Ellevest, Inc. More: the full row for Ellevest, Inc. 7,500 $691K 0.1% +2,591 13F-HR Timeline Arista Wealth Management, LLC More: the full row for Arista Wealth Management, LLC 7,464 $688K 0.08% 0 13F-HR Timeline Krilogy Financial LLC More: the full row for Krilogy Financial LLC 7,447 $686K 0.02% new 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 $686K 0.02% +1,571 13F-HR Timeline Group Hilltop National Bank More: the full row for Hilltop National Bank 7,435 $685K 0.16% -395 13F-HR Timeline PANAGORA ASSET MANAGEMENT INC More: the full row for PANAGORA ASSET MANAGEMENT INC 7,419 $683K <0.01% 0 13F-HR Timeline Hills Bank & Trust Co in group Hills Bank & Trust Co More: the full row for Hills Bank & Trust Co 7,362 $678K 0.03% -528 13F-HR Timeline Group GREATMARK INVESTMENT PARTNERS, INC. More: the full row for GREATMARK INVESTMENT PARTNERS, INC. 7,362 $678K 0.08% -101 13F-HR Timeline ROGCO, LP More: the full row for ROGCO, LP 7,285 $671K 0.22% -25 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 7,275 $670K 0.02% -1,024 13F-HR Timeline HARRELL INVESTMENT PARTNERS, LLC More: the full row for HARRELL INVESTMENT PARTNERS, LLC 7,256 $668K 0.16% new 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 7,233 $666K 0.03% +219 13F-HR Timeline Voleon Capital Management LP More: the full row for Voleon Capital Management LP 7,153 $659K 0.01% -13,239 13F-HR Timeline Aviance Capital Partners, LLC More: the full row for Aviance Capital Partners, LLC 7,150 $659K 0.08% 0 13F-HR Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 7,141 $658K 0.03% +2 13F-HR Timeline Leisure Capital Management More: the full row for Leisure Capital Management 7,102 $654K 0.23% -729 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 7,100 $654K 0.03% +978 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 7,044 $649K 0.03% +3,104 13F-HR Timeline S.A. Mason LLC More: the full row for S.A. Mason LLC 7,042 $649K 0.24% -384 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 7,026 $647K 0.01% -451 13F-HR Timeline Range Financial Group LLC More: the full row for Range Financial Group LLC 7,009 $646K 0.22% +238 13F-HR Timeline Martin Capital Partners, LLC More: the full row for Martin Capital Partners, LLC 7,006 $645K 0.24% +11 13F-HR Timeline Bull Harbor Capital LLC More: the full row for Bull Harbor Capital LLC 6,991 $644K 0.17% 13F-HR Timeline DEARBORN PARTNERS LLC More: the full row for DEARBORN PARTNERS LLC 6,976 $643K 0.03% -2,003 13F-HR Timeline Vontobel Holding Ltd. in group Vontobel Holding Ltd. More: the full row for Vontobel Holding Ltd. 6,907 $636K <0.01% -1,793 13F-HR Timeline Group Kapstone Financial Advisors LLC More: the full row for Kapstone Financial Advisors LLC 6,845 $631K 0.31% -200 13F-HR Timeline Ridgewood Investments LLC More: the full row for Ridgewood Investments LLC 6,812 $628K 0.26% 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 6,789 $625K 0.01% -601 13F-HR Timeline Group Ark Wealth Advisors LLC More: the full row for Ark Wealth Advisors LLC 6,766 $623K 0.62% +1,637 13F-HR Timeline Uniting Wealth Partners, LLC More: the full row for Uniting Wealth Partners, LLC 6,752 $622K 0.13% -93 13F-HR Timeline GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 6,694 $617K 0.03% -179 13F-HR Timeline BROADWATER CAPITAL MANAGEMENT LLC More: the full row for BROADWATER CAPITAL MANAGEMENT LLC 5,488 $616K 0.46% 0 13F-HR Timeline Coastal Bridge Advisors, LLC More: the full row for Coastal Bridge Advisors, LLC 6,647 $612K 0.04% +1,788 13F-HR Timeline Beacon Financial Advisory LLC More: the full row for Beacon Financial Advisory LLC 6,639 $612K 0.14% +180 13F-HR Timeline Cross Staff Investments Inc More: the full row for Cross Staff Investments Inc 6,624 $610K 0.31% +1 13F-HR Timeline Westerkirk Capital Inc. More: the full row for Westerkirk Capital Inc. 6,600 $608K 0.07% -2,600 13F-HR Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 6,585 $607K 0.01% +353 13F-HR Timeline EVOLVE PRIVATE WEALTH, LLC More: the full row for EVOLVE PRIVATE WEALTH, LLC 6,581 $606K 0.03% +2,827 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. 6,549 $603K 0.03% -50 13F-HR Timeline Group KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 6,510 $600K 0.03% +1,858 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 6,447 $594K 0.02% -1,835 13F-HR Timeline SFMG, LLC More: the full row for SFMG, LLC 6,440 $593K 0.04% -548 13F-HR Timeline KING LUTHER CAPITAL MANAGEMENT CORP More: the full row for KING LUTHER CAPITAL MANAGEMENT CORP 6,403 $590K <0.01% -1,419 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 6,403 $590K 0.01% +193 13F-HR Timeline BTS Asset Management, Inc. More: the full row for BTS Asset Management, Inc. 6,365 $586K 2.26% new 13F-HR Timeline Granite Investment Partners, LLC More: the full row for Granite Investment Partners, LLC 6,333 $583K 0.04% +516 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 6,324 $583K 0.08% -450 13F-HR Timeline Washington Trust Bank More: the full row for Washington Trust Bank 6,292 $580K 0.04% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Moment Partners, LLC More: the full row for Moment Partners, LLC 6,285 $579K 0.1% -11 13F-HR Timeline Sara-Bay Financial More: the full row for Sara-Bay Financial 6,251 $576K 0.17% 0 13F-HR Timeline Sunpointe, LLC More: the full row for Sunpointe, LLC 6,223 $573K 0.19% +1,551 13F-HR Timeline Taylor Financial Group, Inc. More: the full row for Taylor Financial Group, Inc. 6,207 $572K 0.35% -74 13F-HR Timeline CWS Financial Advisors, LLC More: the full row for CWS Financial Advisors, LLC 6,181 $569K 0.15% +391 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 6,176 $569K 0.04% -894 13F-HR Timeline Rossmore Private Capital More: the full row for Rossmore Private Capital 6,128 $565K 0.05% 0 13F-HR Timeline MASTER'S WEALTH MANAGEMENT INC. More: the full row for MASTER'S WEALTH MANAGEMENT INC. 6,092 $561K 0.19% +2,869 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 6,055 $558K 0.01% +975 13F-HR Timeline Provenance Wealth Advisors, LLC More: the full row for Provenance Wealth Advisors, LLC 6,053 $558K 0.06% 0 13F-HR Timeline MITCHELL MCLEOD PUGH & WILLIAMS INC More: the full row for MITCHELL MCLEOD PUGH & WILLIAMS INC 6,038 $556K 0.08% 0 13F-HR Timeline JBGlobal.com LLC More: the full row for JBGlobal.com LLC 6,024 $555K 0.55% +8 13F-HR Timeline FIL Ltd in group FIL Ltd More: the full row for FIL Ltd 5,971 $550K <0.01% -14,882 13F-HR Timeline Group JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 5,954 $548K <0.01% +52 13F-HR Timeline ICICI Prudential Asset Management Co Ltd More: the full row for ICICI Prudential Asset Management Co Ltd 5,948 $548K 0.07% +173 13F-HR Timeline 2UniFi Bank More: the full row for 2UniFi Bank 5,934 $547K 0.26% +298 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 5,929 $546K 0.02% +2,671 13F-HR/A Timeline Group Turtle Creek Wealth Advisors, LLC More: the full row for Turtle Creek Wealth Advisors, LLC 5,897 $543K 0.04% new 13F-HR Timeline Bank & Trust Co More: the full row for Bank & Trust Co 5,884 $542K 0.37% 0 13F-HR Timeline PENN DAVIS MCFARLAND INC More: the full row for PENN DAVIS MCFARLAND INC 5,881 $542K 0.05% 0 13F-HR Timeline FORA Capital, LLC More: the full row for FORA Capital, LLC 5,884 $542K 0.04% new 13F-HR Timeline SC&H Financial Advisors, Inc. 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