Smithfield Trust Co More: the full row for Smithfield Trust Co 3,331 $382K 0.02% -239 13F-HR Timeline Long Pond Capital, LP More: the full row for Long Pond Capital, LP 3,316 $380K 0.03% -31,234 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 3,278 $375K 0.01% +1,046 13F-HR Timeline Ascentis Independent Advisors in group Ascentis Wealth Management, L… More: the full row for Ascentis Independent Advisors 3,264 $374K 0.06% +185 13F-HR Timeline Group ROMANO BROTHERS AND COMPANY More: the full row for ROMANO BROTHERS AND COMPANY 3,248 $372K 0.04% 0 13F-HR Timeline Moody Aldrich Partners LLC More: the full row for Moody Aldrich Partners LLC 3,226 $370K 0.07% +645 13F-HR Timeline Menard Financial Group LLC More: the full row for Menard Financial Group LLC 3,225 $369K 0.25% +55 13F-HR Timeline Synergy Financial Group, LTD More: the full row for Synergy Financial Group, LTD 3,197 $366K 0.25% +242 13F-HR Timeline Lantz Financial LLC More: the full row for Lantz Financial LLC 3,195 $366K 0.08% +927 13F-HR Timeline Harvest Fund Management Co., Ltd in group Harvest Fund Management Co., … More: the full row for Harvest Fund Management Co., Ltd 3,189 $365K 0.02% +748 13F-HR Timeline Group Sonora Investment Management Group, LLC More: the full row for Sonora Investment Management Group, LLC 3,166 $363K 0.03% -74 13F-HR Timeline TRUST POINT INC. More: the full row for TRUST POINT INC. 3,135 $359K 0.03% +948 13F-HR Timeline Dakota Wealth Management More: the full row for Dakota Wealth Management 3,101 $355K 0.01% -3,540 13F-HR/A Timeline J.Safra Asset Management Corp More: the full row for J.Safra Asset Management Corp 3,096 $355K 0.02% +684 13F-HR Timeline Navis Wealth Advisors, LLC More: the full row for Navis Wealth Advisors, LLC 3,087 $354K 0.27% +22 13F-HR Timeline RFG - Bristol Wealth Advisors, LLC More: the full row for RFG - Bristol Wealth Advisors, LLC 3,086 $353K 0.1% -71 13F-HR Timeline MOTCO More: the full row for MOTCO 3,073 $352K 0.03% 0 13F-HR Timeline REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 3,072 $352K <0.01% -103 13F-HR/A Timeline Group Clarius Group, LLC More: the full row for Clarius Group, LLC 3,057 $350K 0.02% -1,247 13F-HR Timeline Guardian Asset Advisors, LLC More: the full row for Guardian Asset Advisors, LLC 3,048 $349K 0.19% -80 13F-HR Timeline waypoint wealth counsel More: the full row for waypoint wealth counsel 3,043 $348K 0.14% +248 13F-HR Timeline Opal Wealth Advisors, LLC More: the full row for Opal Wealth Advisors, LLC 3,021 $346K 0.1% +109 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 3,015 $345K 0.01% +125 13F-HR Timeline Group Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 2,752 $342K 0.03% -163 13F-HR Timeline RATIONAL ADVISORS, INC. More: the full row for RATIONAL ADVISORS, INC. 2,980 $341K 0.03% -874 13F-HR Timeline Plan A Wealth LLC More: the full row for Plan A Wealth LLC 2,968 $340K 0.17% +420 13F-HR Timeline Essex LLC More: the full row for Essex LLC 2,956 $338K 0.06% +349 13F-HR Timeline ROGCO, LP More: the full row for ROGCO, LP 2,940 $337K 0.12% +169 13F-HR Timeline Ignite Planners, LLC More: the full row for Ignite Planners, LLC 2,937 $336K 0.06% +92 13F-HR Timeline Cullen Capital Management, LLC More: the full row for Cullen Capital Management, LLC 2,920 $334K <0.01% 0 13F-HR Timeline Optas, LLC More: the full row for Optas, LLC 2,897 $332K 0.06% +901 13F-HR Timeline Parcion Private Wealth LLC More: the full row for Parcion Private Wealth LLC 2,894 $331K 0.02% +524 13F-HR Timeline SCS Capital Management LLC More: the full row for SCS Capital Management LLC 2,887 $331K <0.01% -1,062 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 2,884 $330K <0.01% +309 13F-HR Timeline Phocas Financial Corp. More: the full row for Phocas Financial Corp. 2,874 $329K 0.04% -229 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 2,867 $328K 0.06% +92 13F-HR Timeline Sunpointe, LLC More: the full row for Sunpointe, LLC 2,860 $328K 0.12% +698 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 2,841 $325K 0.02% +552 13F-HR Timeline SENTRY INVESTMENT MANAGEMENT LLC More: the full row for SENTRY INVESTMENT MANAGEMENT LLC 2,803 $325K 0.22% -125 13F-HR Timeline Hutchens & Kramer Investment Management… More: the full row for Hutchens & Kramer Investment Management Group, LLC 2,826 $324K 0.13% -86 13F-HR Timeline Heartland Bank & Trust Co More: the full row for Heartland Bank & Trust Co 2,825 $324K 0.13% +2 13F-HR Timeline True North Advisors, LLC More: the full row for True North Advisors, LLC 2,800 $321K 0.05% +459 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 2,800 $321K 0.12% 0 13F-HR Timeline Yoffe Investment Management, LLC More: the full row for Yoffe Investment Management, LLC 2,795 $320K 0.42% 0 13F-HR Timeline Cetera Trust Company, N.A More: the full row for Cetera Trust Company, N.A 2,792 $320K 0.18% 0 13F-HR Timeline D. E. Shaw & Co., Inc. in group D. E. Shaw & Co., Inc. More: the full row for D. E. Shaw & Co., Inc. 2,772 $317K <0.01% -65,407 13F-HR Timeline Group Bright Futures Wealth Management, LLC. More: the full row for Bright Futures Wealth Management, LLC. 2,754 $315K 0.25% 13F-HR Timeline FDx Advisors, Inc. More: the full row for FDx Advisors, Inc. 2,529 $314K 0.09% new 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 2,735 $313K 0.02% +139 13F-HR Timeline STRATEGY ASSET MANAGERS LLC More: the full row for STRATEGY ASSET MANAGERS LLC 2,730 $313K 0.06% +458 13F-HR Timeline 2UniFi Bank More: the full row for 2UniFi Bank 2,701 $309K 0.15% +57 13F-HR Timeline Canopy Partners, LLC More: the full row for Canopy Partners, LLC 2,693 $308K 0.1% -56 13F-HR Timeline GDS Wealth Management More: the full row for GDS Wealth Management 2,692 $308K 0.02% -48 13F-HR Timeline Cherokee Insurance Co More: the full row for Cherokee Insurance Co 2,665 $305K 0.13% 0 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 2,654 $304K 0.01% new 13F-HR Timeline GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 2,649 $303K 0.02% +280 13F-HR Timeline ATLANTIC FAMILY WEALTH, LLC More: the full row for ATLANTIC FAMILY WEALTH, LLC 2,638 $302K 0.23% +596 13F-HR Timeline BRADLEY FOSTER & SARGENT INC/CT More: the full row for BRADLEY FOSTER & SARGENT INC/CT 2,632 $301K <0.01% -41 13F-HR Timeline Connecticut Wealth Management, LLC More: the full row for Connecticut Wealth Management, LLC 2,629 $301K 0.01% new 13F-HR Timeline MIdWestOne Financial Group, Inc. More: the full row for MIdWestOne Financial Group, Inc. 2,628 $301K 0.04% 0 13F-HR Timeline Apeiron RIA LLC More: the full row for Apeiron RIA LLC 2,649 $299K 0.07% new 13F-HR Timeline OLD MISSION CAPITAL LLC More: the full row for OLD MISSION CAPITAL LLC 2,596 $297K 0.01% new 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 2,580 $295K 0.03% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. PEDDOCK CAPITAL ADVISORS, LLC More: the full row for PEDDOCK CAPITAL ADVISORS, LLC 2,571 $294K 0.06% -248 13F-HR Timeline RENASANT BANK More: the full row for RENASANT BANK 2,555 $293K 0.19% +587 13F-HR Timeline Scientech Research LLC More: the full row for Scientech Research LLC 2,548 $292K 0.1% -998 13F-HR Timeline CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 2,523 $289K 0.19% +90 13F-HR Timeline O'ROURKE & COMPANY, Inc More: the full row for O'ROURKE & COMPANY, Inc 2,521 $289K 0.12% +286 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 2,512 $288K 0.01% -2 13F-HR Timeline MIDDLETON & CO INC/MA More: the full row for MIDDLETON & CO INC/MA 2,500 $286K 0.03% 0 13F-HR Timeline Sustainable Insight Capital Management,… More: the full row for Sustainable Insight Capital Management, LLC 2,498 $286K 0.09% +200 13F-HR Timeline SEEDS INVESTOR LLC More: the full row for SEEDS INVESTOR LLC 2,488 $285K 0.06% +147 13F-HR Timeline Daner Wealth Management, LLC More: the full row for Daner Wealth Management, LLC 2,280 $283K 0.18% new 13F-HR Timeline FineMark National Bank & Trust More: the full row for FineMark National Bank & Trust 2,437 $279K 0.01% -8 13F-HR Timeline West Family Investments, Inc. More: the full row for West Family Investments, Inc. 2,437 $279K 0.06% +32 13F-HR Timeline Ninety One SA (Pty) Ltd More: the full row for Ninety One SA (Pty) Ltd 2,462 $279K 0.01% 0 13F-HR/A Timeline MOODY LYNN LIEBERSON & WALKER, LLC More: the full row for MOODY LYNN LIEBERSON & WALKER, LLC 2,432 $279K 0.01% +249 13F-HR Timeline BECKER CAPITAL MANAGEMENT INC More: the full row for BECKER CAPITAL MANAGEMENT INC 2,430 $278K 0.01% -298 13F-HR Timeline One Wealth Advisors, LLC More: the full row for One Wealth Advisors, LLC 2,430 $278K 0.03% 0 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 2,425 $278K 0.01% new 13F-HR Timeline Archford Capital Strategies, LLC More: the full row for Archford Capital Strategies, LLC 2,420 $277K 0.03% +5 13F-HR Timeline Pinnacle Financial Partners Inc More: the full row for Pinnacle Financial Partners Inc 2,418 $277K 0.01% +239 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 2,416 $277K 0.06% 0 13F-HR Timeline Balentine LLC More: the full row for Balentine LLC 2,414 $276K 0.01% +387 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 2,414 $276K 0.08% 0 13F-HR Timeline BANQUE PICTET & CIE SA More: the full row for BANQUE PICTET & CIE SA 2,410 $276K <0.01% 0 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 2,409 $276K 0.01% -645 13F-HR Timeline Group Sunflower Bank, N.A. More: the full row for Sunflower Bank, N.A. 2,402 $275K 0.07% -295 13F-HR Timeline Private Advisory Group LLC More: the full row for Private Advisory Group LLC 2,400 $275K 0.02% +197 13F-HR Timeline Fractal Investments LLC More: the full row for Fractal Investments LLC 2,400 $275K 0.04% 0 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 2,394 $274K 0.01% +188 13F-HR Timeline GARLAND CAPITAL MANAGEMENT INC More: the full row for GARLAND CAPITAL MANAGEMENT INC 2,390 $274K 3.77% -4,965 13F-HR Timeline Southeast Asset Advisors, LLC More: the full row for Southeast Asset Advisors, LLC 2,390 $274K 0.03% -33 13F-HR Timeline McDonough Capital Management, Inc More: the full row for McDonough Capital Management, Inc 2,389 $274K 0.14% -123 13F-HR Timeline Cambria Investment Management, L.P. More: the full row for Cambria Investment Management, L.P. 2,387 $273K 0.02% new 13F-HR/A Timeline Verity Asset Management, Inc. More: the full row for Verity Asset Management, Inc. 2,385 $273K 0.09% new 13F-HR Timeline Aull & Monroe Investment Management Corp More: the full row for Aull & Monroe Investment Management Corp 2,375 $272K 0.14% 0 13F-HR Timeline National Wealth Management Group, LLC More: the full row for National Wealth Management Group, LLC 2,372 $272K 0.1% new 13F-HR Timeline Dana Investment Advisors, Inc. More: the full row for Dana Investment Advisors, Inc. 2,371 $272K 0.01% -1,329 13F-HR Timeline Westfuller Advisors, LLC More: the full row for Westfuller Advisors, LLC 2,370 $271K 0.12% new 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 2,334 $267K 0.02% +22 13F-HR Timeline CIDEL ASSET MANAGEMENT INC More: the full row for CIDEL ASSET MANAGEMENT INC 2,326 $266K 0.02% +282 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 2,325 $266K 0.02% +216 13F-HR Timeline Dakota Community Bank & Trust NA More: the full row for Dakota Community Bank & Trust NA 2,319 $266K 1.05% -38 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 2,316 $265K <0.01% +198 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 2,286 $262K 0.05% -16 13F-HR Timeline ENDEAVOR PRIVATE WEALTH, INC. More: the full row for ENDEAVOR PRIVATE WEALTH, INC. 2,284 $262K 0.08% -1,001 13F-HR Timeline Douglas Lane & Associates, LLC More: the full row for Douglas Lane & Associates, LLC 2,276 $261K <0.01% -829 13F-HR Timeline JACKSON THORNTON WEALTH MANAGEMENT, LLC More: the full row for JACKSON THORNTON WEALTH MANAGEMENT, LLC 2,246 $261K 0.03% new 13F-HR Timeline Balboa Wealth Partners More: the full row for Balboa Wealth Partners 2,270 $260K 0.04% new 13F-HR Timeline Powers Advisory Group, LLC More: the full row for Powers Advisory Group, LLC 2,256 $258K 0.1% +123 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 2,250 $258K 0.01% +1,176 13F-HR Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 2,240 $257K <0.01% +26 13F-HR Timeline Phillips Wealth Planners LLC More: the full row for Phillips Wealth Planners LLC 2,178 $255K 0.21% new 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 2,187 $254K 0.03% -140 13F-HR Timeline DF DENT & CO INC More: the full row for DF DENT & CO INC 2,215 $254K <0.01% +176 13F-HR Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 2,215 $254K 0.05% 0 13F-HR Timeline Group AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 2,205 $253K 0.01% new 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 2,181 $250K 0.01% -3,653 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 2,177 $249K 0.01% +134 13F-HR Timeline WealthTrust Axiom LLC More: the full row for WealthTrust Axiom LLC 2,176 $249K 0.07% +127 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 2,170 $249K 0.04% +251 13F-HR Timeline SIGNET FINANCIAL MANAGEMENT, LLC More: the full row for SIGNET FINANCIAL MANAGEMENT, LLC 2,167 $248K 0.03% +27 13F-HR Timeline Yoder Wealth Management, Inc. More: the full row for Yoder Wealth Management, Inc. 2,163 $248K 0.12% +167 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 1,947 $248K 0.01% -714 13F-HR/A Timeline Alpine Global Management, LLC More: the full row for Alpine Global Management, LLC 2,162 $248K 0.05% new 13F-HR/A Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 2,162 $248K 0.09% -26 13F-HR Timeline Avestar Capital, LLC More: the full row for Avestar Capital, LLC 2,155 $247K 0.02% -2,018 13F-HR Timeline ABLES, IANNONE, MOORE & ASSOCIATES, INC. More: the full row for ABLES, IANNONE, MOORE & ASSOCIATES, INC. 2,155 $247K 0.14% -10 13F-HR Timeline PATTON FUND MANAGEMENT, INC. More: the full row for PATTON FUND MANAGEMENT, INC. 2,154 $247K 0.04% 0 13F-HR Timeline Strategies Wealth Advisors, LLC More: the full row for Strategies Wealth Advisors, LLC 2,151 $246K 0.03% +19 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 2,149 $246K 0.01% new 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 2,147 $246K 0.01% -225 13F-HR Timeline Palogic Value Management, L.P. More: the full row for Palogic Value Management, L.P. 2,144 $246K 0.1% +14 13F-HR Timeline Waldron Private Wealth LLC More: the full row for Waldron Private Wealth LLC 2,135 $244K 0.01% new 13F-HR Timeline LIBERTY WEALTH MANAGEMENT LLC More: the full row for LIBERTY WEALTH MANAGEMENT LLC 2,123 $243K 0.03% +43 13F-HR Timeline Roger Wittlin Investment Advisory, LLC More: the full row for Roger Wittlin Investment Advisory, LLC 2,119 $243K 0.13% +40 13F-HR Timeline BUCKHEAD CAPITAL MANAGEMENT LLC More: the full row for BUCKHEAD CAPITAL MANAGEMENT LLC 2,115 $242K 0.09% 0 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 1,919 $241K 0.01% new 13F-HR Timeline SANDERS MORRIS HARRIS LLC More: the full row for SANDERS MORRIS HARRIS LLC 2,100 $240K 0.03% new 13F-HR Timeline Meridian Wealth Partners, LLC More: the full row for Meridian Wealth Partners, LLC 2,098 $240K 0.03% -1,681 13F-HR Timeline Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 2,082 $238K 0.08% +13 13F-HR Timeline AMARILLO NATIONAL BANK More: the full row for AMARILLO NATIONAL BANK 2,080 $238K 0.04% 0 13F-HR Timeline Kelly Financial Services LLC More: the full row for Kelly Financial Services LLC 2,058 $236K 0.06% +135 13F-HR Timeline RICHARDS, MERRILL & PETERSON, INC. More: the full row for RICHARDS, MERRILL & PETERSON, INC. 2,042 $234K 0.1% -148 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 2,039 $234K <0.01% -182 13F-HR Timeline Group New Covenant Trust Company, N.A. More: the full row for New Covenant Trust Company, N.A. 2,026 $232K 0.22% -12 13F-HR Timeline Thomasville National Bank More: the full row for Thomasville National Bank 2,025 $232K 0.01% -26 13F-HR Timeline Forvis Mazars Wealth Advisors, LLC More: the full row for Forvis Mazars Wealth Advisors, LLC 2,006 $230K <0.01% -82 13F-HR Timeline Taylor & Morgan Wealth Management, LLC More: the full row for Taylor & Morgan Wealth Management, LLC 2,005 $230K 0.14% -20 13F-HR Timeline Beaumont Financial Advisors, LLC More: the full row for Beaumont Financial Advisors, LLC 1,987 $228K 0.02% -144 13F-HR Timeline IFS Group,LLC More: the full row for IFS Group,LLC 1,954 $228K 0.2% 13F-HR Timeline Covenant Asset Management, LLC More: the full row for Covenant Asset Management, LLC 1,974 $226K 0.04% 0 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 1,970 $226K 0.12% +363 13F-HR Timeline VestGen Investment Management More: the full row for VestGen Investment Management 1,971 $226K 0.14% new 13F-HR Timeline Elyxium Wealth, LLC More: the full row for Elyxium Wealth, LLC 1,971 $226K 0.08% -3 13F-HR Timeline MITCHELL MCLEOD PUGH & WILLIAMS INC More: the full row for MITCHELL MCLEOD PUGH & WILLIAMS INC 1,794 $226K 0.04% new 13F-HR Timeline MOSAIC FINANCIAL GROUP, LLC More: the full row for MOSAIC FINANCIAL GROUP, LLC 1,967 $225K 0.16% 0 13F-HR Timeline Leelyn Smith, LLC More: the full row for Leelyn Smith, LLC 1,958 $224K 0.03% +15 13F-HR Timeline Palumbo Wealth Management LLC More: the full row for Palumbo Wealth Management LLC 2,260 $224K 0.07% +283 13F-HR Timeline Traynor Capital Management, Inc. More: the full row for Traynor Capital Management, Inc. 1,951 $223K 0.01% new 13F-HR Timeline EXENCIAL WEALTH ADVISORS, LLC More: the full row for EXENCIAL WEALTH ADVISORS, LLC 1,950 $223K 0.01% new 13F-HR Timeline Diametric Capital, LP More: the full row for Diametric Capital, LP 1,950 $223K 0.08% new 13F-HR Timeline EWA, LLC More: the full row for EWA, LLC 1,949 $223K 0.06% +13 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 1,941 $222K 0.01% new 13F-HR Timeline Capula Management Ltd in group Capula Management Ltd More: the full row for Capula Management Ltd 1,935 $222K <0.01% +1,083 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. QVR LLC More: the full row for QVR LLC 1,934 $221K 0.27% new 13F-HR Timeline Sage Capital Management, LLC More: the full row for Sage Capital Management, LLC 1,931 $221K 0.1% +1 13F-HR Timeline Noble Family Wealth, LLC More: the full row for Noble Family Wealth, LLC 1,925 $220K 0.05% new 13F-HR Timeline Accelerate Investment Advisors LLC More: the full row for Accelerate Investment Advisors LLC 1,921 $220K 0.15% new 13F-HR Timeline Maple Capital Management, Inc. More: the full row for Maple Capital Management, Inc. 1,913 $219K 0.01% 0 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 1,907 $218K 0.01% new 13F-HR Timeline Goldstein Advisors, LLC More: the full row for Goldstein Advisors, LLC 1,907 $218K 0.03% new 13F-HR Timeline SAGE RHINO CAPITAL LLC More: the full row for SAGE RHINO CAPITAL LLC 1,905 $218K 0.04% -17 13F-HR Timeline CHILDRESS CAPITAL ADVISORS, LLC More: the full row for CHILDRESS CAPITAL ADVISORS, LLC 1,904 $218K 0.04% new 13F-HR Timeline Veracity Capital LLC More: the full row for Veracity Capital LLC 1,903 $218K 0.07% -206 13F-HR Timeline ARMISTICE CAPITAL, LLC More: the full row for ARMISTICE CAPITAL, LLC 1,900 $218K 0.01% new 13F-HR Timeline Summit Financial Strategies, Inc. More: the full row for Summit Financial Strategies, Inc. 1,900 $218K 0.02% -66 13F-HR Timeline Sivia Capital Partners, LLC More: the full row for Sivia Capital Partners, LLC 1,895 $217K 0.06% new 13F-HR Timeline DEARBORN PARTNERS LLC More: the full row for DEARBORN PARTNERS LLC 1,890 $216K 0.01% -610 13F-HR Timeline Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 1,889 $216K 0.01% new 13F-HR Timeline Heritage Wealth Management, Inc. More: the full row for Heritage Wealth Management, Inc. 1,869 $214K 0.06% new 13F-HR Timeline Texas Capital Bank Wealth Management Se… More: the full row for Texas Capital Bank Wealth Management Services Inc 1,856 $213K 0.02% new 13F-HR Timeline Muzinich & Co., Inc. More: the full row for Muzinich & Co., Inc. 1,852 $212K 0.08% -235 13F-HR Timeline Wellington Shields Capital Management, … group of 2 filers holding More: the full row for Wellington Shields Capital Management, LLC 1,850 $212K new Timeline Alpha Financial Partners LLC More: the full row for Alpha Financial Partners LLC 1,845 $211K 0.14% new 13F-HR Timeline Jaffetilchin Investment Partners, LLC More: the full row for Jaffetilchin Investment Partners, LLC 1,845 $211K 0.01% -168 13F-HR Timeline Pasadena Private Wealth, LLC More: the full row for Pasadena Private Wealth, LLC 1,845 $211K 0.03% -221 13F-HR Timeline MITCHELL SINKLER & STARR/PA More: the full row for MITCHELL SINKLER & STARR/PA 1,830 $210K 0.09% new 13F-HR Timeline Bedel Financial Consulting, Inc. More: the full row for Bedel Financial Consulting, Inc. 1,827 $209K 0.03% -88 13F-HR Timeline STOCK YARDS BANK & TRUST CO More: the full row for STOCK YARDS BANK & TRUST CO 1,826 $209K 0.01% new 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 1,825 $209K 0.02% new 13F-HR Timeline Group Bank Julius Baer & Co. Ltd, Zurich More: the full row for Bank Julius Baer & Co. Ltd, Zurich 1,823 $209K <0.01% -14,001 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 1,817 $208K 0.02% +1,082 13F-HR Timeline Moss Adams Wealth Advisors LLC More: the full row for Moss Adams Wealth Advisors LLC 1,816 $208K 0.02% new 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 1,802 $206K 0.02% new 13F-HR Timeline Group FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 1,798 $206K 0.01% +229 13F-HR Timeline Group Discipline Wealth Solutions, LLC More: the full row for Discipline Wealth Solutions, LLC 1,787 $205K 0.05% new 13F-HR Timeline Lloyd Advisory Services, LLC. More: the full row for Lloyd Advisory Services, LLC. 1,785 $204K 0.1% new 13F-HR Timeline Tranquility Partners, LLC More: the full row for Tranquility Partners, LLC 1,761 $202K 0.07% -193 13F-HR Timeline