Smith Salley Wealth Management More: the full row for Smith Salley Wealth Management 3,500 $424K 0.02% -12 13F-HR Timeline Platform Technology Partners More: the full row for Platform Technology Partners 3,483 $422K 0.07% +354 13F-HR Timeline Lionhunter Capital Management, LLC More: the full row for Lionhunter Capital Management, LLC 3,439 $417K 0.19% 13F-HR Timeline DUDLEY CAPITAL MANAGEMENT, LLC More: the full row for DUDLEY CAPITAL MANAGEMENT, LLC 3,400 $412K 0.16% 0 13F-HR Timeline BANK OF STOCKTON More: the full row for BANK OF STOCKTON 3,393 $412K 0.12% 0 13F-HR Timeline WILKINS INVESTMENT COUNSEL INC More: the full row for WILKINS INVESTMENT COUNSEL INC 3,383 $410K 0.06% 0 13F-HR Timeline Legacy Capital Wealth Partners, LLC More: the full row for Legacy Capital Wealth Partners, LLC 3,377 $410K 0.08% +13 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 3,362 $408K 0.05% +814 13F-HR Timeline Sagewood Asset Management LP More: the full row for Sagewood Asset Management LP 3,354 $407K 0.09% -436 13F-HR Timeline Brendel Financial Advisors LLC More: the full row for Brendel Financial Advisors LLC 3,334 $404K 0.19% 0 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 3,320 $403K 0.02% -111 13F-HR Timeline Group TritonPoint Partners, LLC group of 2 filers holding More: the full row for TritonPoint Partners, LLC 3,317 $402K new Timeline Birch Hill Investment Advisors LLC More: the full row for Birch Hill Investment Advisors LLC 3,315 $402K 0.02% 0 13F-HR Timeline M.E. ALLISON & CO., INC. More: the full row for M.E. ALLISON & CO., INC. 3,310 $401K 0.23% 0 13F-HR Timeline SCOTIA CAPITAL INC. More: the full row for SCOTIA CAPITAL INC. 3,309 $401K <0.01% -121 13F-HR Timeline PARK NATIONAL CORP /OH/ More: the full row for PARK NATIONAL CORP /OH/ 3,303 $401K 0.01% -40 13F-HR Timeline Successful Portfolios LLC More: the full row for Successful Portfolios LLC 3,426 $399K 0.19% -6 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 3,272 $397K <0.01% -10,300 13F-HR Timeline Group PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 3,272 $397K 0.03% -2 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 3,262 $396K 0.01% +61 13F-HR Timeline TRED AVON FAMILY WEALTH, LLC More: the full row for TRED AVON FAMILY WEALTH, LLC 3,260 $395K 0.12% +193 13F-HR Timeline Evansbrook LLC More: the full row for Evansbrook LLC 3,259 $395K 0.24% 0 13F-HR Timeline Landing Point Financial Group, LLC More: the full row for Landing Point Financial Group, LLC 3,223 $391K 0.13% -39 13F-HR Timeline Towne Trust Company, N.A More: the full row for Towne Trust Company, N.A 3,200 $388K 0.12% 0 13F-HR Timeline Aull & Monroe Investment Management Corp More: the full row for Aull & Monroe Investment Management Corp 3,182 $386K 0.16% 0 13F-HR Timeline NEW WAVE WEALTH ADVISORS LLC More: the full row for NEW WAVE WEALTH ADVISORS LLC 3,169 $384K 0.1% +848 13F-HR/A Timeline EVENTIDE ASSET MANAGEMENT, LLC More: the full row for EVENTIDE ASSET MANAGEMENT, LLC 3,172 $384K 0.01% +895 13F-HR Timeline Provident Wealth Management, LLC More: the full row for Provident Wealth Management, LLC 3,144 $381K 0.1% 0 13F-HR Timeline Sompo Asset Management Co., Ltd. More: the full row for Sompo Asset Management Co., Ltd. 3,130 $380K 0.06% +940 13F-HR Timeline CHILTON INVESTMENT CO INC. More: the full row for CHILTON INVESTMENT CO INC. 3,124 $379K 0.01% +559 13F-HR Timeline Fieldview Capital Management, LLC More: the full row for Fieldview Capital Management, LLC 3,116 $378K 0.11% new 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 3,109 $377K 0.01% +285 13F-HR Timeline BURNEY CO/ More: the full row for BURNEY CO/ 3,095 $375K 0.01% 0 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 3,083 $374K 0.01% -574 13F-HR Timeline CHARTER RESEARCH & INVESTMENT GROUP, IN… More: the full row for CHARTER RESEARCH & INVESTMENT GROUP, INC. 3,050 $370K 0.22% 0 13F-HR Timeline Mraz, Amerine & Associates, Inc. More: the full row for Mraz, Amerine & Associates, Inc. 3,000 $364K 0.05% 0 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 2,981 $362K <0.01% +30 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 2,943 $357K 0.1% -252 13F-HR Timeline Corecam AG More: the full row for Corecam AG 2,930 $355K 0.3% +884 13F-HR Timeline Severin Investments, LLC More: the full row for Severin Investments, LLC 2,918 $354K 0.27% +139 13F-HR Timeline HTG Investment Advisors, Inc. More: the full row for HTG Investment Advisors, Inc. 2,889 $350K 0.09% 0 13F-HR Timeline Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 2,872 $348K 0.04% +548 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 2,849 $346K 0.01% -158 13F-HR Timeline Expressive Wealth LLC More: the full row for Expressive Wealth LLC 2,842 $345K 0.33% +66 13F-HR Timeline CFS Investment Advisory Services, LLC More: the full row for CFS Investment Advisory Services, LLC 2,738 $343K 0.02% -169 13F-HR Timeline WBH ADVISORY INC More: the full row for WBH ADVISORY INC 2,816 $342K 0.02% 0 13F-HR Timeline Parcion Private Wealth LLC More: the full row for Parcion Private Wealth LLC 2,812 $341K 0.02% +134 13F-HR Timeline Ellevest, Inc. More: the full row for Ellevest, Inc. 2,811 $341K 0.04% +693 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 2,809 $341K 0.03% +1,628 13F-HR Timeline Revisor Wealth Management LLC More: the full row for Revisor Wealth Management LLC 2,806 $340K 0.08% +167 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 2,813 $340K <0.01% +748 13F-HR Timeline Group TOWER BRIDGE ADVISORS More: the full row for TOWER BRIDGE ADVISORS 2,800 $340K 0.03% 0 13F-HR Timeline Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 2,800 $340K 0.17% 0 13F-HR Timeline RiverFront Investment Group, LLC More: the full row for RiverFront Investment Group, LLC 2,770 $336K <0.01% new 13F-HR Timeline River Wealth Advisors LLC More: the full row for River Wealth Advisors LLC 2,770 $336K 0.04% -34 13F-HR/A Timeline OSTRUM ASSET MANAGEMENT More: the full row for OSTRUM ASSET MANAGEMENT 2,769 $336K 0.02% +1,238 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 2,754 $334K <0.01% +416 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 2,754 $334K 0.01% +535 13F-HR Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 2,747 $333K 0.02% +16 13F-HR Timeline PCB Capital LLC More: the full row for PCB Capital LLC 2,729 $331K 0.4% +76 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 2,724 $331K 0.03% -151 13F-HR Timeline Group STRATEGY ASSET MANAGERS LLC More: the full row for STRATEGY ASSET MANAGERS LLC 2,719 $330K 0.05% +325 13F-HR Timeline Gridiron Partners, LLC More: the full row for Gridiron Partners, LLC 2,709 $329K 0.17% 0 13F-HR Timeline Winthrop Capital Management, LLC More: the full row for Winthrop Capital Management, LLC 2,674 $324K 0.08% +8 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 2,665 $323K <0.01% +88 13F-HR Timeline Randall & Associates Wealth Management More: the full row for Randall & Associates Wealth Management 2,663 $323K 0.2% -508 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 101,846 $321K 0.02% +354 13F-HR Timeline GREENLEAF TRUST More: the full row for GREENLEAF TRUST 2,637 $320K <0.01% -1,180 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 2,602 $316K 0.01% +323 13F-HR Timeline Group Ironwood Investment Counsel, LLC More: the full row for Ironwood Investment Counsel, LLC 2,600 $315K 0.04% 0 13F-HR Timeline FOSTER & MOTLEY INC More: the full row for FOSTER & MOTLEY INC 2,597 $315K 0.01% -230 13F-HR Timeline GAM Holding AG in group GAM Holding AG More: the full row for GAM Holding AG 2,593 $315K 0.02% -14,909 13F-HR Timeline Group Midwest Trust Co More: the full row for Midwest Trust Co 2,592 $314K <0.01% -80 13F-HR Timeline Acropolis Investment Management, LLC More: the full row for Acropolis Investment Management, LLC 2,570 $312K 0.01% +285 13F-HR/A Timeline CIDEL ASSET MANAGEMENT INC More: the full row for CIDEL ASSET MANAGEMENT INC 2,565 $311K 0.01% +237 13F-HR Timeline VAN STRUM & TOWNE INC. More: the full row for VAN STRUM & TOWNE INC. 2,555 $310K 0.08% 0 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 2,547 $309K 0.04% +61 13F-HR Timeline Bahl & Gaynor LLC More: the full row for Bahl & Gaynor LLC 2,535 $307K <0.01% 0 13F-HR Timeline Curat Global, LLC More: the full row for Curat Global, LLC 2,642 $307K 0.25% +1,844 13F-HR Timeline Kesler, Norman & Wride, LLC More: the full row for Kesler, Norman & Wride, LLC 2,508 $304K 0.05% -28 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 2,502 $303K 0.02% -559 13F-HR Timeline Group TCI Wealth Advisors, Inc. More: the full row for TCI Wealth Advisors, Inc. 2,493 $302K 0.01% -12 13F-HR Timeline US Asset Management LLC More: the full row for US Asset Management LLC 2,490 $302K 0.23% 0 13F-HR Timeline Orca Investment Management, LLC More: the full row for Orca Investment Management, LLC 2,468 $299K 0.22% -37 13F-HR Timeline Members Trust Co More: the full row for Members Trust Co 2,463 $299K 0.01% 0 13F-HR Timeline Sound Financial Strategies Group, LLC More: the full row for Sound Financial Strategies Group, LLC 2,451 $297K 0.19% new 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 2,440 $296K 0.01% +9 13F-HR Timeline Boston Trust Walden Corp in group Boston Trust Walden Corp More: the full row for Boston Trust Walden Corp 2,416 $293K <0.01% 0 13F-HR Timeline Group Private Advisory Group LLC More: the full row for Private Advisory Group LLC 2,401 $291K 0.02% 0 13F-HR Timeline Wealth Advisory Solutions, LLC More: the full row for Wealth Advisory Solutions, LLC 2,400 $291K 0.06% 0 13F-HR Timeline Marion Wealth Management More: the full row for Marion Wealth Management 2,390 $290K 0.06% 0 13F-HR Timeline PEOPLES BANK /OH More: the full row for PEOPLES BANK /OH 2,380 $289K 0.15% -15 13F-HR Timeline Phoenix Financial Ltd. in group Phoenix Financial Ltd. More: the full row for Phoenix Financial Ltd. 2,362 $286K <0.01% +177 13F-HR Timeline Group Guardian Asset Advisors, LLC More: the full row for Guardian Asset Advisors, LLC 2,355 $286K 0.13% +55 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 2,348 $285K <0.01% +103 13F-HR Timeline AlTi Global, Inc. in group AlTi Global, Inc. More: the full row for AlTi Global, Inc. 2,342 $284K 0.01% +22 13F-HR Timeline Group Almanack Investment Partners, LLC. More: the full row for Almanack Investment Partners, LLC. 2,316 $281K 0.04% +5 13F-HR Timeline Weaver Capital Management LLC More: the full row for Weaver Capital Management LLC 2,611 $279K 0.06% 0 13F-HR Timeline MOGY JOEL R INVESTMENT COUNSEL INC More: the full row for MOGY JOEL R INVESTMENT COUNSEL INC 2,300 $279K 0.02% 0 13F-HR Timeline Argent Trust Co More: the full row for Argent Trust Co 2,294 $278K 0.01% -5 13F-HR Timeline Bull Harbor Capital LLC More: the full row for Bull Harbor Capital LLC 2,287 $277K 0.05% -12 13F-HR Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 2,260 $274K 0.02% -3,451 13F-HR Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 2,257 $274K 0.01% new 13F-HR Timeline CHICAGO TRUST Co NA More: the full row for CHICAGO TRUST Co NA 2,245 $272K 0.04% -13 13F-HR Timeline CLIFFORD SWAN INVESTMENT COUNSEL LLC More: the full row for CLIFFORD SWAN INVESTMENT COUNSEL LLC 2,232 $271K 0.01% 0 13F-HR Timeline MONETARY MANAGEMENT GROUP INC More: the full row for MONETARY MANAGEMENT GROUP INC 2,225 $270K 0.06% 0 13F-HR Timeline STALEY CAPITAL ADVISERS INC More: the full row for STALEY CAPITAL ADVISERS INC 2,211 $268K 0.01% 0 13F-HR Timeline Applied Finance Capital Management, LLC More: the full row for Applied Finance Capital Management, LLC 2,211 $268K 0.02% -724 13F-HR Timeline Meeder Advisory Services, Inc. group of 2 filers holding More: the full row for Meeder Advisory Services, Inc. 2,203 $267K -633 Timeline Dodge & Cox More: the full row for Dodge & Cox 2,200 $267K <0.01% 0 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 2,198 $267K <0.01% +94 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 2,195 $266K 0.01% +50 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 2,192 $266K <0.01% +72 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. New Republic Capital, LLC More: the full row for New Republic Capital, LLC 2,192 $266K 0.06% new 13F-HR Timeline ZEGA Investments, LLC More: the full row for ZEGA Investments, LLC 2,189 $266K 0.04% -4,364 13F-HR Timeline Ledyard National Bank More: the full row for Ledyard National Bank 2,188 $265K 0.02% +1 13F-HR Timeline Welch Group, LLC More: the full row for Welch Group, LLC 2,181 $265K 0.01% 0 13F-HR Timeline Tanager Wealth Management LLP More: the full row for Tanager Wealth Management LLP 2,178 $264K 0.02% -368 13F-HR Timeline Cornerstone Wealth Group, LLC More: the full row for Cornerstone Wealth Group, LLC 2,178 $264K 0.02% new 13F-HR Timeline C2P Capital Advisory Group, LLC d.b.a. … More: the full row for C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 2,165 $263K 0.01% +17 13F-HR Timeline Aljian Capital Management, LLC More: the full row for Aljian Capital Management, LLC 2,163 $262K 0.05% -20 13F-HR Timeline SPIREPOINT PRIVATE CLIENT, LLC More: the full row for SPIREPOINT PRIVATE CLIENT, LLC 2,154 $261K 0.02% 0 13F-HR Timeline OpenArc Corporate Advisory, LLC More: the full row for OpenArc Corporate Advisory, LLC 2,154 $261K <0.01% -3,199 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 2,154 $261K 0.01% -19 13F-HR Timeline Pinnacle Financial Partners, Inc. in group Pinnacle Financial Partners, … More: the full row for Pinnacle Financial Partners, Inc. 2,147 $260K <0.01% -2 13F-HR Timeline Group National Wealth Management Group, LLC More: the full row for National Wealth Management Group, LLC 2,147 $260K 0.08% -191 13F-HR Timeline Callan Family Office, LLC in group Callan Family Office, LLC More: the full row for Callan Family Office, LLC 2,136 $259K 0.01% +74 13F-HR Timeline Group Daiichi Life Insurance Co., Ltd. in group Daiichi Life Insurance Co., L… More: the full row for Daiichi Life Insurance Co., Ltd. 2,081 $252K 0.01% 0 13F-HR Timeline Group Portside Wealth Group, LLC More: the full row for Portside Wealth Group, LLC 2,069 $251K 0.03% new 13F-HR Timeline Astoria Portfolio Advisors LLC. More: the full row for Astoria Portfolio Advisors LLC. 2,065 $250K 0.04% new 13F-HR Timeline Atlas Brown,Inc. More: the full row for Atlas Brown,Inc. 2,053 $249K 0.07% +5 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 2,043 $248K 0.03% -104 13F-HR Timeline Group Caitlin John, LLC More: the full row for Caitlin John, LLC 2,037 $247K 0.14% +2,018 13F-HR Timeline Roehl & Yi Investment Advisors, LLC More: the full row for Roehl & Yi Investment Advisors, LLC 2,035 $247K 0.08% +4 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 2,031 $246K 0.07% 0 13F-HR Timeline Heritage Trust Co More: the full row for Heritage Trust Co 2,026 $246K 0.02% 0 13F-HR Timeline Banco Santander, S.A. in group Banco Santander, S.A. More: the full row for Banco Santander, S.A. 2,018 $245K <0.01% -15,735 13F-HR Timeline Group Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 2,013 $244K 0.01% -123 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 2,042 $243K <0.01% +32 13F-HR Timeline Seelaus Asset Management LLC More: the full row for Seelaus Asset Management LLC 2,005 $243K 0.17% 0 13F-HR Timeline PHILADELPHIA TRUST CO More: the full row for PHILADELPHIA TRUST CO 2,000 $243K 0.02% 0 13F-HR Timeline First Western Trust Bank More: the full row for First Western Trust Bank 2,002 $243K 0.01% +4 13F-HR Timeline Fayez Sarofim & Co in group Fayez Sarofim & Co More: the full row for Fayez Sarofim & Co 2,000 $243K <0.01% 0 13F-HR Timeline Group HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 2,000 $243K 0.02% 0 13F-HR Timeline Glaxis Capital Management, LLC More: the full row for Glaxis Capital Management, LLC 2,000 $243K 0.49% new 13F-HR Timeline Keystone Financial Group More: the full row for Keystone Financial Group 2,000 $243K 0.01% -28 13F-HR Timeline TI-TRUST, INC More: the full row for TI-TRUST, INC 2,000 $243K 0.13% 0 13F-HR Timeline Mechanics Financial Corp More: the full row for Mechanics Financial Corp 2,000 $243K 0.09% 0 13F-HR Timeline Enhancing Capital LLC More: the full row for Enhancing Capital LLC 2,000 $243K 0.17% 0 13F-HR Timeline Bryant Woods Investment Advisors, LLC More: the full row for Bryant Woods Investment Advisors, LLC 2,000 $243K 0.07% 0 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 1,979 $240K <0.01% 0 13F-HR Timeline Bryn Mawr Trust Advisors, LLC More: the full row for Bryn Mawr Trust Advisors, LLC 1,972 $239K 0.01% +48 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 2,047 $239K 0.01% new 13F-HR Timeline KLCM Advisors, Inc. More: the full row for KLCM Advisors, Inc. 1,954 $237K 0.02% new 13F-HR Timeline First Bancorp, Inc /ME/ More: the full row for First Bancorp, Inc /ME/ 1,934 $235K 0.09% 0 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 1,933 $234K <0.01% new 13F-HR Timeline Brookwood Investment Group LLC More: the full row for Brookwood Investment Group LLC 1,921 $233K 0.03% new 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 1,911 $232K <0.01% -1,382 13F-HR Timeline Lebenthal Global Advisors, LLC in group Lebenthal Global Advisors, LLC More: the full row for Lebenthal Global Advisors, LLC 1,910 $232K 0.03% new 13F-HR Timeline Group Proactive Wealth Strategies LLC More: the full row for Proactive Wealth Strategies LLC 1,906 $231K 0.04% +10 13F-HR Timeline OPTIMIZE FINANCIAL INC. More: the full row for OPTIMIZE FINANCIAL INC. 1,904 $231K 0.08% -6 13F-HR Timeline Sound Capital Solutions LLC More: the full row for Sound Capital Solutions LLC 1,904 $231K 0.05% 13F-HR Timeline Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 1,886 $229K <0.01% -62 13F-HR Timeline FIRST MANHATTAN CO. LLC. More: the full row for FIRST MANHATTAN CO. LLC. 1,868 $227K <0.01% new 13F-HR Timeline Berkeley Capital Partners, LLC More: the full row for Berkeley Capital Partners, LLC 1,861 $226K 0.05% -45 13F-HR Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 1,890 $225K 0.02% -8 13F-HR Timeline Graticule Asia Macro Advisors LLC More: the full row for Graticule Asia Macro Advisors LLC 1,853 $225K 0.02% new 13F-HR Timeline Florida Trust Wealth Management Co More: the full row for Florida Trust Wealth Management Co 1,850 $224K 0.01% new 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 1,839 $223K 0.01% new 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 1,822 $221K <0.01% new 13F-HR Timeline Newman Dignan & Sheerar, Inc. More: the full row for Newman Dignan & Sheerar, Inc. 1,820 $221K 0.04% -100 13F-HR Timeline Indivisible Partners More: the full row for Indivisible Partners 1,814 $220K 0.01% new 13F-HR Timeline Harfst & Associates, Inc. More: the full row for Harfst & Associates, Inc. 1,803 $219K 0.03% new 13F-HR Timeline NAVELLIER & ASSOCIATES INC More: the full row for NAVELLIER & ASSOCIATES INC 1,800 $218K 0.02% new 13F-HR Timeline Hudson Value Partners, LLC More: the full row for Hudson Value Partners, LLC 1,800 $218K 0.05% new 13F-HR Timeline Taylor Securities Services, Inc. More: the full row for Taylor Securities Services, Inc. 1,800 $218K 0.09% new 13F-HR Timeline INTRUST BANK NA More: the full row for INTRUST BANK NA 1,789 $217K 0.02% new 13F-HR Timeline NorthCrest Asset Manangement, LLC More: the full row for NorthCrest Asset Manangement, LLC 1,869 $217K 0.01% new 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 1,755 $213K 0.01% new 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 1,750 $212K 0.05% -20 13F-HR Timeline Linscomb Wealth, Inc. More: the full row for Linscomb Wealth, Inc. 1,748 $212K 0.01% new 13F-HR Timeline Gradient Investments LLC in group Gradient Investments LLC More: the full row for Gradient Investments LLC 1,740 $211K <0.01% new 13F-HR Timeline Group FAIRVIEW CAPITAL INVESTMENT MANAGEMENT,… More: the full row for FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC 1,740 $211K 0.01% new 13F-HR Timeline Aspire Private Capital, LLC More: the full row for Aspire Private Capital, LLC 1,738 $211K 0.04% new 13F-HR Timeline Larry Mathis Financial Planning, LLC More: the full row for Larry Mathis Financial Planning, LLC 1,730 $210K 0.16% new 13F-HR/A Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 1,728 $210K 0.01% -652 13F-HR Timeline Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 1,725 $209K 0.01% new 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 1,723 $209K 0.01% new 13F-HR Timeline Archford Capital Strategies, LLC More: the full row for Archford Capital Strategies, LLC 1,715 $208K 0.02% new 13F-HR Timeline Estabrook Capital Management More: the full row for Estabrook Capital Management 1,706 $207K 0.03% 0 13F-HR Timeline iSAM Funds (UK) Ltd in group iSAM Funds (UK) Ltd More: the full row for iSAM Funds (UK) Ltd 1,700 $206K 0.15% new 13F-HR Timeline Group Financiere des Professionnels - Fonds d… More: the full row for Financiere des Professionnels - Fonds d'investissement inc. 1,700 $206K 0.01% 0 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 1,696 $206K <0.01% new 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 1,688 $205K 0.01% 0 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 1,680 $204K <0.01% new 13F-HR Timeline OARSMAN CAPITAL, INC. More: the full row for OARSMAN CAPITAL, INC. 1,680 $204K 0.02% new 13F-HR Timeline Strategic Financial Services, Inc. More: the full row for Strategic Financial Services, Inc. 1,674 $203K 0.01% new 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 1,670 $203K 0.01% new 13F-HR Timeline Mattson Financial Services, LLC More: the full row for Mattson Financial Services, LLC 1,704 $202K 0.04% new 13F-HR Timeline ACIMA PRIVATE WEALTH, LLC More: the full row for ACIMA PRIVATE WEALTH, LLC 1,667 $202K 0.06% 0 13F-HR Timeline