CERTUITY, LLC More: the full row for CERTUITY, LLC 3,724 $315K 0.03% -519 13F-HR Timeline Jain Global LLC More: the full row for Jain Global LLC 3,716 $314K 0.01% 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 3,714 $314K 0.01% +755 13F-HR Timeline TRUSTMARK BANK TRUST DEPARTMENT More: the full row for TRUSTMARK BANK TRUST DEPARTMENT 3,712 $314K 0.02% -201 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 3,710 $313K <0.01% -31,554 13F-HR Timeline Summit Investment Advisory Services, LLC More: the full row for Summit Investment Advisory Services, LLC 3,701 $313K 0.16% 0 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 3,689 $312K 0.05% -2,656 13F-HR/A Timeline FOSTER & MOTLEY INC More: the full row for FOSTER & MOTLEY INC 3,676 $311K 0.02% -166 13F-HR Timeline COMPASS CAPITAL CORP /MA/ /ADV More: the full row for COMPASS CAPITAL CORP /MA/ /ADV 3,652 $309K 0.12% 13F-HR Timeline Towercrest Capital Management More: the full row for Towercrest Capital Management 3,652 $309K 0.05% 0 13F-HR Timeline CONNING INC. in group CONNING INC. More: the full row for CONNING INC. 3,639 $307K 0.01% -80 13F-HR Timeline Group SAXON INTERESTS, INC. 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Select Advisors, LLC 3,215 $272K 0.26% 13F-HR Timeline ICONIQ Capital, LLC in group ICONIQ Capital, LLC More: the full row for ICONIQ Capital, LLC 3,211 $271K <0.01% new 13F-HR Timeline Group Magnus Financial Group LLC More: the full row for Magnus Financial Group LLC 3,207 $271K 0.03% +14 13F-HR Timeline Pinnacle Financial Partners Inc More: the full row for Pinnacle Financial Partners Inc 3,200 $270K 0.01% +189 13F-HR Timeline UNIVEST FINANCIAL Corp in group UNIVEST FINANCIAL Corp More: the full row for UNIVEST FINANCIAL Corp 3,169 $268K 0.02% 0 13F-HR Timeline Group First Western Trust Bank More: the full row for First Western Trust Bank 3,165 $267K 0.01% 0 13F-HR Timeline Kelly Financial Services LLC More: the full row for Kelly Financial Services LLC 3,163 $267K 0.1% 0 13F-HR/A Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 3,162 $267K 0.01% +29 13F-HR Timeline THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 3,171 $267K 0.02% +337 13F-HR Timeline Monument Group Wealth Advisors, LLC More: the full row for Monument Group Wealth Advisors, LLC 3,150 $266K 0.19% 0 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 3,146 $266K <0.01% new 13F-HR Timeline EAGLE WEALTH STRATEGIES LLC More: the full row for EAGLE WEALTH STRATEGIES LLC 3,140 $265K 0.19% +18 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 3,138 $265K 0.01% +45 13F-HR Timeline RNC CAPITAL MANAGEMENT LLC More: the full row for RNC CAPITAL MANAGEMENT LLC 3,137 $265K 0.01% 0 13F-HR Timeline SlateStone Wealth, LLC More: the full row for SlateStone Wealth, LLC 3,135 $265K 0.03% 0 13F-HR Timeline Abundance Wealth Counselors More: the full row for Abundance Wealth Counselors 3,126 $264K 0.06% +26 13F-HR Timeline Edge Financial Advisors LLC More: the full row for Edge Financial Advisors LLC 3,124 $264K 0.24% -4 13F-HR Timeline Dorsey & Whitney Trust CO LLC 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Inc. More: the full row for Beaton Management Co. Inc. 2,792 $236K 0.12% 0 13F-HR Timeline Bernardo Wealth Planning LLC More: the full row for Bernardo Wealth Planning LLC 2,765 $233K 0.06% +5 13F-HR Timeline Morton Capital Management LLC/CA More: the full row for Morton Capital Management LLC/CA 2,743 $232K 0.04% +1 13F-HR Timeline SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 2,740 $232K 0.01% new 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 2,739 $231K +167 Timeline FLPUTNAM INVESTMENT MANAGEMENT CO More: the full row for FLPUTNAM INVESTMENT MANAGEMENT CO 2,738 $231K <0.01% 0 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 2,712 $229K <0.01% +56 13F-HR Timeline Austin Private Wealth, LLC More: the full row for Austin Private Wealth, LLC 2,693 $228K 0.02% +417 13F-HR Timeline LaSalle St. Investment Advisors, LLC More: the full row for LaSalle St. Investment Advisors, LLC 2,697 $227K 0.07% +300 13F-HR Timeline MOTCO More: the full row for MOTCO 2,685 $227K 0.02% -57,516 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 2,683 $227K 0.01% -127 13F-HR/A Timeline Longboard Asset Management, LP More: the full row for Longboard Asset Management, LP 2,669 $226K 0.6% 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 2,667 $225K 0.02% -6,811 13F-HR Timeline Values First Advisors, Inc. 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More: the full row for TD Waterhouse Canada Inc. 2,275 $192K <0.01% +988 13F-HR Timeline Byrne Asset Management LLC More: the full row for Byrne Asset Management LLC 2,265 $191K 0.13% 0 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 2,249 $190K 0.01% -602 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. 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Ltd. 2,010 $170K 0.1% 13F-HR Timeline Group Wellington Shields Capital Management, … group of 2 filers holding More: the full row for Wellington Shields Capital Management, LLC 2,000 $169K 0 Timeline Aster Capital Management (DIFC) Ltd More: the full row for Aster Capital Management (DIFC) Ltd 1,975 $167K 0.06% new 13F-HR Timeline GKV Capital Management Co., Inc. 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