SUMITOMO LIFE INSURANCE CO More: the full row for SUMITOMO LIFE INSURANCE CO 8,373 $1.13M 0.02% new 13F-HR Timeline Gilbert & Cook, Inc. More: the full row for Gilbert & Cook, Inc. 8,344 $1.13M 0.13% +702 13F-HR Timeline Quintet Private Bank (Europe) S.A. More: the full row for Quintet Private Bank (Europe) S.A. 8,340 $1.13M 0.07% 0 13F-HR Timeline Procyon Advisors, LLC More: the full row for Procyon Advisors, LLC 8,327 $1.13M 0.05% +305 13F-HR Timeline Mainsail Financial Group, LLC More: the full row for Mainsail Financial Group, LLC 8,323 $1.13M 0.38% +54 13F-HR Timeline GREAT VALLEY ADVISOR GROUP, INC. More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 8,236 $1.12M 0.02% +162 13F-HR Timeline FOSTER DYKEMA CABOT & PARTNERS, LLC More: the full row for FOSTER DYKEMA CABOT & PARTNERS, LLC 8,149 $1.1M 0.06% 0 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 8,138 $1.1M 0.02% +154 13F-HR Timeline Baker Ellis Asset Management LLC More: the full row for Baker Ellis Asset Management LLC 8,121 $1.1M 0.11% -200 13F-HR Timeline Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 8,116 $1.1M 0.11% +4,488 13F-HR Timeline EQUITABLE TRUST CO More: the full row for EQUITABLE TRUST CO 8,096 $1.1M 0.05% +27 13F-HR Timeline Caprock Group, LLC More: the full row for Caprock Group, LLC 8,075 $1.09M 0.02% -3,600 13F-HR Timeline Friedenthal Financial More: the full row for Friedenthal Financial 8,040 $1.09M 0.5% +7,298 13F-HR Timeline Strategic Investment Advisors / MI More: the full row for Strategic Investment Advisors / MI 8,010 $1.09M 0.07% -1,659 13F-HR Timeline Gilman Hill Asset Management, LLC More: the full row for Gilman Hill Asset Management, LLC 7,983 $1.08M 0.15% 0 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 7,963 $1.08M 0.02% -4,864 13F-HR Timeline Baldwin Investment Management, LLC More: the full row for Baldwin Investment Management, LLC 7,961 $1.08M 0.1% -12 13F-HR Timeline Roundview Capital LLC More: the full row for Roundview Capital LLC 7,939 $1.08M 0.06% +207 13F-HR Timeline SYNTAX RESEARCH, INC. More: the full row for SYNTAX RESEARCH, INC. 7,881 $1.07M 0.78% -19,988 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 7,863 $1.07M 0.08% +596 13F-HR Timeline TCTC Holdings, LLC in group TCTC Holdings, LLC More: the full row for TCTC Holdings, LLC 7,851 $1.06M 0.03% +117 13F-HR Timeline Group SUN LIFE FINANCIAL INC in group SUN LIFE FINANCIAL INC More: the full row for SUN LIFE FINANCIAL INC 7,682 $1.04M 0.05% 0 13F-HR Timeline Group Wedmont Private Capital More: the full row for Wedmont Private Capital 7,385 $1.04M 0.03% +587 13F-HR Timeline DNCA FINANCE More: the full row for DNCA FINANCE 7,665 $1.04M 0.05% +3,260 13F-HR Timeline Sompo Asset Management Co., Ltd. More: the full row for Sompo Asset Management Co., Ltd. 7,620 $1.03M 0.17% -270 13F-HR Timeline Global Wealth Management Investment Adv… More: the full row for Global Wealth Management Investment Advisory, Inc. 7,606 $1.03M 0.15% +92 13F-HR Timeline LMR Partners LLP in group LMR Partners LLP More: the full row for LMR Partners LLP 7,591 $1.03M 0.01% +2,471 13F-HR Timeline Group TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 7,579 $1.03M 0.09% new 13F-HR Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 7,577 $1.03M 0.04% +1,501 13F-HR Timeline AlphaGrep UK Ltd More: the full row for AlphaGrep UK Ltd 7,522 $1.02M 0.31% -510 13F-HR Timeline Williams Jones Wealth Management, LLC. More: the full row for Williams Jones Wealth Management, LLC. 7,515 $1.02M 0.01% +691 13F-HR Timeline Heard Capital LLC More: the full row for Heard Capital LLC 7,500 $1.02M 0.04% 0 13F-HR Timeline NovaPoint Capital, LLC More: the full row for NovaPoint Capital, LLC 7,480 $1.01M 0.21% new 13F-HR Timeline PFW Advisors LLC More: the full row for PFW Advisors LLC 7,454 $1.01M 0.29% -488 13F-HR Timeline PARSONS CAPITAL MANAGEMENT INC/RI More: the full row for PARSONS CAPITAL MANAGEMENT INC/RI 7,448 $1.01M 0.05% +73 13F-HR Timeline J.Safra Asset Management Corp More: the full row for J.Safra Asset Management Corp 7,409 $1M 0.05% +353 13F-HR Timeline REAVES W H & CO INC More: the full row for REAVES W H & CO INC 7,356 $997K 0.02% 0 13F-HR Timeline Investment Advisory Group, LLC More: the full row for Investment Advisory Group, LLC 7,347 $995K 0.22% 0 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 7,339 $994K 0.04% +66 13F-HR Timeline FIDEURAM - INTESA SANPAOLO PRIVATE BANK… More: the full row for FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A. 7,334 $994K 0.03% +3,626 13F-HR Timeline CANANDAIGUA NATIONAL BANK & TRUST CO in group CANANDAIGUA NATIONAL BANK & T… More: the full row for CANANDAIGUA NATIONAL BANK & TRUST CO 7,315 $991K 0.08% 13F-HR Timeline Group B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 7,132 $991K 0.05% +437 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 7,290 $988K 0.18% -5,402 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 7,287 $987K 0.06% -200 13F-HR Timeline Constant Guidance Financial LLC More: the full row for Constant Guidance Financial LLC 7,268 $985K 0.62% new 13F-HR Timeline Gross & Hartman Investments LLC More: the full row for Gross & Hartman Investments LLC 7,234 $980K 0.43% +892 13F-HR Timeline Safe Harbor Family Capital, LLC More: the full row for Safe Harbor Family Capital, LLC 7,234 $980K 0.65% +892 13F-HR Timeline McGlone Suttner Wealth Management, Inc. More: the full row for McGlone Suttner Wealth Management, Inc. 7,209 $977K 0.11% +243 13F-HR Timeline Capital Square, LLC More: the full row for Capital Square, LLC 6,930 $976K 0.43% -1,803 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 7,177 $972K 0.07% -1,168 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 7,162 $970K 0.01% +1,035 13F-HR Timeline San Luis Wealth Advisors LLC More: the full row for San Luis Wealth Advisors LLC 7,147 $968K 0.15% -1,095 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 7,114 $964K 0.04% +188 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 7,092 $961K 0.01% +533 13F-HR Timeline LEGACY FINANCIAL INDEPENDENT ADVISORS L… More: the full row for LEGACY FINANCIAL INDEPENDENT ADVISORS LLC 7,087 $960K 0.45% -806 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 7,071 $958K 0.11% -95 13F-HR Timeline American Investment Services, Inc. More: the full row for American Investment Services, Inc. 7,070 $958K 0.2% 0 13F-HR Timeline READYSTATE ASSET MANAGEMENT LP More: the full row for READYSTATE ASSET MANAGEMENT LP 7,026 $952K 0.04% new 13F-HR Timeline Livforsakringsbolaget Skandia, Omsesidi… More: the full row for Livforsakringsbolaget Skandia, Omsesidigt 7,024 $951K 0.03% 0 13F-HR Timeline NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 7,012 $950K 0.08% +432 13F-HR Timeline MSH Capital Advisors LLC More: the full row for MSH Capital Advisors LLC 6,991 $947K 0.16% +91 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 6,942 $940K 0.05% +372 13F-HR Timeline Mechanics Financial Corp More: the full row for Mechanics Financial Corp 6,913 $937K 0.34% +164 13F-HR Timeline STRS OHIO More: the full row for STRS OHIO 6,883 $932K <0.01% -979,077 13F-HR Timeline Migdal Insurance & Financial Holdings L… in group Migdal Insurance & Financial … More: the full row for Migdal Insurance & Financial Holdings Ltd. 6,866 $930K 0.01% +672 13F-HR Timeline Group PDS Planning, Inc More: the full row for PDS Planning, Inc 6,860 $929K 0.05% +78 13F-HR Timeline Columbia Bank More: the full row for Columbia Bank 6,819 $924K 0.21% +139 13F-HR Timeline Crestmont Private Wealth LLC More: the full row for Crestmont Private Wealth LLC 6,816 $923K 0.26% new 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 6,803 $922K 0.03% -574 13F-HR Timeline Group JAMES INVESTMENT RESEARCH, INC. More: the full row for JAMES INVESTMENT RESEARCH, INC. 6,751 $915K 0.09% -171 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 6,688 $906K 0.03% +1,015 13F-HR Timeline LEDERER & ASSOCIATES INVESTMENT COUNSEL… More: the full row for LEDERER & ASSOCIATES INVESTMENT COUNSEL/CA 6,665 $903K 0.59% 0 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 6,647 $900K 0.05% +487 13F-HR Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 6,601 $894K 0.05% -1,129 13F-HR Timeline Athena Wealth Management, LLC More: the full row for Athena Wealth Management, LLC 6,596 $894K 0.66% -264 13F-HR Timeline Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 6,565 $889K 0.05% +410 13F-HR Timeline Ramirez Asset Management, Inc. More: the full row for Ramirez Asset Management, Inc. 6,513 $882K 0.09% -2 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 6,496 $880K 0.24% +1,322 13F-HR Timeline Graham Capital Management, L.P. More: the full row for Graham Capital Management, L.P. 6,464 $876K 0.02% +265 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 6,429 $871K 0.04% +447 13F-HR Timeline Wiser Advisor Group LLC More: the full row for Wiser Advisor Group LLC 6,422 $870K 0.95% -248 13F-HR Timeline CAPSTONE INVESTMENT ADVISORS, LLC in group CAPSTONE INVESTMENT ADVISORS,… More: the full row for CAPSTONE INVESTMENT ADVISORS, LLC 6,420 $870K 0.01% +3,144 13F-HR Timeline Group BANK OF HAWAII More: the full row for BANK OF HAWAII 6,420 $870K 0.04% -504 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 6,389 $866K 0.02% -1,561 13F-HR Timeline Group JAMISON PRIVATE WEALTH MANAGEMENT, INC. More: the full row for JAMISON PRIVATE WEALTH MANAGEMENT, INC. 6,325 $857K 0.09% +1,116 13F-HR Timeline CenterBook Partners LP More: the full row for CenterBook Partners LP 6,322 $856K 0.04% new 13F-HR Timeline Hendershot Investments Inc. More: the full row for Hendershot Investments Inc. 6,260 $848K 0.11% 0 13F-HR Timeline Waterloo Capital, L.P. More: the full row for Waterloo Capital, L.P. 6,254 $847K 0.05% +133 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 6,224 $843K 0.03% +183 13F-HR Timeline Wellington Grp LLC More: the full row for Wellington Grp LLC 6,223 $843K 0.22% +1,324 13F-HR/A Timeline GWN SECURITIES INC. More: the full row for GWN SECURITIES INC. 6,125 $830K 0.14% +423 13F-HR Timeline PEDDOCK CAPITAL ADVISORS, LLC More: the full row for PEDDOCK CAPITAL ADVISORS, LLC 6,093 $825K 0.16% +1,118 13F-HR Timeline WOODWARD DIVERSIFIED CAPITAL, LLC More: the full row for WOODWARD DIVERSIFIED CAPITAL, LLC 6,068 $822K 0.36% +64 13F-HR Timeline DOVER ADVISORS, LLC More: the full row for DOVER ADVISORS, LLC 6,409 $818K 0.33% +260 13F-HR Timeline Tuttle Capital Management, LLC More: the full row for Tuttle Capital Management, LLC 6,039 $818K 0.55% 0 13F-HR Timeline Anchor Bay Capital, Inc. More: the full row for Anchor Bay Capital, Inc. 5,885 $817K 0.44% 13F-HR Timeline Harvest Investment Services, LLC More: the full row for Harvest Investment Services, LLC 6,028 $817K 0.13% new 13F-HR Timeline Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 6,023 $816K 0.06% +23 13F-HR Timeline OSTRUM ASSET MANAGEMENT More: the full row for OSTRUM ASSET MANAGEMENT 6,016 $815K 0.04% -879 13F-HR Timeline Supplemental Annuity Collective Trust o… More: the full row for Supplemental Annuity Collective Trust of NJ 5,980 $810K 0.21% -309 13F-HR Timeline West Wealth Group, LLC More: the full row for West Wealth Group, LLC 5,970 $809K 0.13% -173 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 5,895 $799K 0.01% +2,259 13F-HR Timeline Permanent Capital Management, LP More: the full row for Permanent Capital Management, LP 5,892 $798K 0.11% 0 13F-HR Timeline NICOLET BANKSHARES INC in group NICOLET BANKSHARES INC More: the full row for NICOLET BANKSHARES INC 5,747 $798K 0.03% -1,509 13F-HR Timeline Group TOBAM More: the full row for TOBAM 5,861 $794K 0.19% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. EntryPoint Capital, LLC More: the full row for EntryPoint Capital, LLC 5,857 $793K 0.19% +2,255 13F-HR Timeline Ellevest, Inc. More: the full row for Ellevest, Inc. 5,855 $793K 0.09% -335 13F-HR Timeline MainStreet Investment Advisors LLC More: the full row for MainStreet Investment Advisors LLC 5,844 $792K 0.11% +401 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 5,831 $790K 0.02% -194 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 5,801 $786K 0.05% +79 13F-HR Timeline BOOTHBAY FUND MANAGEMENT, LLC More: the full row for BOOTHBAY FUND MANAGEMENT, LLC 5,777 $783K 0.01% -118,953 13F-HR Timeline Providence First Trust Co More: the full row for Providence First Trust Co 5,733 $777K 0.22% +2,436 13F-HR Timeline Eurizon SLJ Capital Ltd More: the full row for Eurizon SLJ Capital Ltd 5,731 $776K 0.29% 0 13F-HR Timeline Pinnacle Financial Partners, Inc. in group Pinnacle Financial Partners, … More: the full row for Pinnacle Financial Partners, Inc. 5,716 $774K 0.01% -180 13F-HR Timeline Group Choate Investment Advisors More: the full row for Choate Investment Advisors 5,689 $771K 0.01% -554 13F-HR Timeline Argentarii, LLC More: the full row for Argentarii, LLC 5,520 $770K 0.23% -38 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 5,674 $769K 0.02% +212 13F-HR Timeline Welch & Forbes LLC More: the full row for Welch & Forbes LLC 5,673 $769K 0.01% +1,956 13F-HR Timeline Engineers Gate Manager LP More: the full row for Engineers Gate Manager LP 5,644 $765K 0.01% +740 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 5,618 $761K 0.01% +134 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 5,612 $760K 0.21% +372 13F-HR Timeline Brucke Financial, Inc. More: the full row for Brucke Financial, Inc. 5,590 $757K 0.34% -296 13F-HR Timeline Cove Private Wealth, LLC More: the full row for Cove Private Wealth, LLC 5,530 $749K 0.14% 0 13F-HR Timeline River Wealth Advisors LLC More: the full row for River Wealth Advisors LLC 5,516 $747K 0.08% -249 13F-HR/A Timeline Curi Capital, LLC More: the full row for Curi Capital, LLC 5,511 $747K 0.01% +86 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 5,508 $746K 0.11% +547 13F-HR Timeline Carnegie Investment Counsel More: the full row for Carnegie Investment Counsel 5,502 $745K 0.01% -1,590 13F-HR Timeline Windsor Capital Management, LLC More: the full row for Windsor Capital Management, LLC 5,495 $744K 0.19% -448 13F-HR Timeline Shepherd Street Advisors LLC More: the full row for Shepherd Street Advisors LLC 5,182 $743K 0.65% +944 13F-HR Timeline Code Waechter LLC More: the full row for Code Waechter LLC 5,478 $742K 0.38% -162 13F-HR Timeline L2 Asset Management, LLC More: the full row for L2 Asset Management, LLC 5,468 $741K 0.08% +175 13F-HR Timeline Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 5,469 $740K 0.01% +175 13F-HR Timeline Group Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 5,462 $740K 0.11% +171 13F-HR Timeline CHICAGO TRUST Co NA More: the full row for CHICAGO TRUST Co NA 5,462 $740K 0.11% new 13F-HR Timeline Kennebec Savings Bank More: the full row for Kennebec Savings Bank 5,458 $739K 0.59% -63 13F-HR Timeline TOWER BRIDGE ADVISORS More: the full row for TOWER BRIDGE ADVISORS 5,445 $738K 0.07% -250 13F-HR Timeline Segment Wealth Management, LLC More: the full row for Segment Wealth Management, LLC 5,428 $735K 0.04% +974 13F-HR Timeline Royal Fund Management, LLC More: the full row for Royal Fund Management, LLC 5,417 $734K 0.06% +3,217 13F-HR Timeline New Hampshire Trust More: the full row for New Hampshire Trust 5,411 $733K 0.14% +38 13F-HR Timeline BINGHAM PRIVATE WEALTH, LLC More: the full row for BINGHAM PRIVATE WEALTH, LLC 5,406 $732K 0.5% +220 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 5,403 $732K 0.02% +778 13F-HR Timeline Rice Partnership, LLC More: the full row for Rice Partnership, LLC 5,394 $731K 0.09% 0 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 5,360 $726K 0.02% +2,776 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 5,343 $724K 0.02% -75 13F-HR Timeline Cinctive Capital Management LP More: the full row for Cinctive Capital Management LP 5,316 $720K 0.03% new 13F-HR Timeline INGALLS & SNYDER LLC More: the full row for INGALLS & SNYDER LLC 5,263 $713K 0.02% -230 13F-HR Timeline TRUST POINT INC. More: the full row for TRUST POINT INC. 5,252 $711K 0.06% +238 13F-HR Timeline Boltwood Capital Management More: the full row for Boltwood Capital Management 5,170 $700K 0.16% +75 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 5,144 $697K 0.02% -60 13F-HR Timeline MB, LEVIS & ASSOCIATES, LLC More: the full row for MB, LEVIS & ASSOCIATES, LLC 5,140 $696K 0.26% +40 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 5,113 $693K 0.01% +1,180 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 5,110 $692K 0.06% -1,797 13F-HR Timeline MARATHON CAPITAL MANAGEMENT More: the full row for MARATHON CAPITAL MANAGEMENT 5,100 $691K 0.14% 0 13F-HR Timeline Sagewood Asset Management LP More: the full row for Sagewood Asset Management LP 5,064 $686K 0.16% +981 13F-HR Timeline Bull Harbor Capital LLC More: the full row for Bull Harbor Capital LLC 5,043 $683K 0.13% -119 13F-HR Timeline SPIREPOINT PRIVATE CLIENT, LLC More: the full row for SPIREPOINT PRIVATE CLIENT, LLC 5,042 $683K 0.06% -5 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 5,020 $680K 0.09% -136 13F-HR Timeline Mendel Money Management More: the full row for Mendel Money Management 5,007 $678K 0.25% -200 13F-HR Timeline RB Capital Management, LLC More: the full row for RB Capital Management, LLC 4,991 $676K 0.13% -155 13F-HR Timeline SHELTON CAPITAL MANAGEMENT More: the full row for SHELTON CAPITAL MANAGEMENT 4,969 $673K 0.01% -5,551 13F-HR Timeline CX Institutional More: the full row for CX Institutional 4,950 $671K 0.02% +440 13F-HR Timeline Machina Capital S.A.S. More: the full row for Machina Capital S.A.S. 4,935 $669K 0.11% new 13F-HR Timeline HAGER INVESTMENT MANAGEMENT SERVICES, L… More: the full row for HAGER INVESTMENT MANAGEMENT SERVICES, LLC 4,922 $667K 0.31% +1,607 13F-HR Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 4,485 $660K 0.05% +838 13F-HR Timeline Kingdom Financial Group LLC. More: the full row for Kingdom Financial Group LLC. 4,849 $657K 0.17% -484 13F-HR Timeline DAVIDSON TRUST CO More: the full row for DAVIDSON TRUST CO 4,840 $656K 0.26% -97 13F-HR Timeline Principle Wealth Partners LLC More: the full row for Principle Wealth Partners LLC 4,839 $656K 0.03% +177 13F-HR Timeline Stronghold Wealth Management L.L.C. More: the full row for Stronghold Wealth Management L.L.C. 4,828 $654K 0.88% +56 13F-HR Timeline EVOLVE PRIVATE WEALTH, LLC More: the full row for EVOLVE PRIVATE WEALTH, LLC 4,792 $649K 0.04% -1,353 13F-HR Timeline Spectrum Strategic Capital Management, … More: the full row for Spectrum Strategic Capital Management, LLC 4,757 $644K 0.32% +510 13F-HR Timeline TritonPoint Partners, LLC group of 2 filers holding More: the full row for TritonPoint Partners, LLC 4,739 $642K +2,726 Timeline DELTA ASSET MANAGEMENT LLC/TN More: the full row for DELTA ASSET MANAGEMENT LLC/TN 4,728 $641K 0.06% +50 13F-HR Timeline CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 4,709 $638K 0.06% +394 13F-HR Timeline First National Trust Co More: the full row for First National Trust Co 4,693 $636K 0.02% -402 13F-HR Timeline Winthrop Capital Management, LLC More: the full row for Winthrop Capital Management, LLC 4,691 $635K 0.15% +16 13F-HR Timeline Heartland Bank & Trust Co More: the full row for Heartland Bank & Trust Co 4,685 $635K 0.13% +206 13F-HR Timeline 111 Capital More: the full row for 111 Capital 4,665 $632K 0.11% +2,243 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 4,660 $631K 0.06% +40 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 4,644 $629K 0.1% +8 13F-HR Timeline BSW Wealth Partners More: the full row for BSW Wealth Partners 4,631 $627K 0.07% -235 13F-HR Timeline Vantus Wealth LLC More: the full row for Vantus Wealth LLC 4,616 $625K 0.34% 13F-HR Timeline US Asset Management LLC More: the full row for US Asset Management LLC 4,600 $623K 0.47% 0 13F-HR Timeline Banque Transatlantique SA in group Banque Transatlantique SA More: the full row for Banque Transatlantique SA 4,579 $620K 0.01% -558 13F-HR Timeline Group Acorns Advisers, LLC More: the full row for Acorns Advisers, LLC 4,579 $620K <0.01% +253 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 4,549 $616K 0.02% -3,598 13F-HR Timeline TFR Capital, LLC. More: the full row for TFR Capital, LLC. 4,535 $614K 0.17% +84 13F-HR Timeline FAMILY WEALTH PARTNERS, LLC More: the full row for FAMILY WEALTH PARTNERS, LLC 4,520 $612K 0.19% +905 13F-HR Timeline Triad Wealth Partners, LLC More: the full row for Triad Wealth Partners, LLC 4,245 $612K 0.04% +1,781 13F-HR Timeline Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 4,499 $609K 0.01% -382 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 4,486 $608K 0.05% -11 13F-HR Timeline OAK RIDGE INVESTMENTS LLC More: the full row for OAK RIDGE INVESTMENTS LLC 4,480 $607K 0.03% -3,762 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 4,463 $605K 0.04% -91 13F-HR Timeline Fiduciary Group, LLC More: the full row for Fiduciary Group, LLC 4,447 $602K 0.05% 0 13F-HR Timeline Van Hulzen Asset Management, LLC More: the full row for Van Hulzen Asset Management, LLC 4,430 $600K 0.04% -158 13F-HR Timeline Palisades Hudson Asset Management, L.P. More: the full row for Palisades Hudson Asset Management, L.P. 4,419 $599K 0.21% 0 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 4,412 $598K 0.02% -361 13F-HR Timeline NorthCrest Asset Manangement, LLC More: the full row for NorthCrest Asset Manangement, LLC 4,200 $594K 0.02% +831 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 4,366 $591K 0.04% +742 13F-HR Timeline LECAP ASSET MANAGEMENT LTD More: the full row for LECAP ASSET MANAGEMENT LTD 4,343 $588K 0.25% new 13F-HR Timeline West Family Investments, Inc. More: the full row for West Family Investments, Inc. 4,338 $588K 0.17% +2,570 13F-HR Timeline