Strategies Wealth Advisors, LLC More: the full row for Strategies Wealth Advisors, LLC 3,428 $396K 0.04% -3,161 13F-HR Timeline Principle Wealth Partners LLC More: the full row for Principle Wealth Partners LLC 3,424 $395K 0.02% -100 13F-HR Timeline BRIDGES INVESTMENT MANAGEMENT INC More: the full row for BRIDGES INVESTMENT MANAGEMENT INC 3,416 $394K 0.01% -149 13F-HR Timeline CAISSE DES DEPOTS ET CONSIGNATIONS More: the full row for CAISSE DES DEPOTS ET CONSIGNATIONS 3,368 $389K 0.01% -2,075 13F-HR Timeline Pine Valley Investments Ltd Liability Co More: the full row for Pine Valley Investments Ltd Liability Co 3,317 $383K 0.02% 0 13F-HR Timeline Kera Capital Partners, Inc. More: the full row for Kera Capital Partners, Inc. 3,310 $382K 0.05% -215 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 3,307 $382K 0.01% -840 13F-HR Timeline Azimuth Capital Investment Management L… More: the full row for Azimuth Capital Investment Management LLC 3,291 $380K 0.01% -649 13F-HR Timeline Drexel Morgan & Co. More: the full row for Drexel Morgan & Co. 3,274 $378K 0.06% -1,000 13F-HR Timeline Gibbs Wealth Management More: the full row for Gibbs Wealth Management 3,273 $378K 0.05% new 13F-HR Timeline CI INVESTMENTS INC. in group CI INVESTMENTS INC. More: the full row for CI INVESTMENTS INC. 3,256 $376K <0.01% -125 13F-HR Timeline Group Fiduciary Group, LLC More: the full row for Fiduciary Group, LLC 3,252 $375K 0.03% -320 13F-HR Timeline LECAP ASSET MANAGEMENT LTD More: the full row for LECAP ASSET MANAGEMENT LTD 3,252 $375K 0.14% -763 13F-HR Timeline Tempus Wealth Planning, LLC More: the full row for Tempus Wealth Planning, LLC 3,251 $375K 0.09% -18 13F-HR Timeline ABNER HERRMAN & BROCK LLC More: the full row for ABNER HERRMAN & BROCK LLC 3,250 $375K 0.04% -4,000 13F-HR Timeline SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 3,239 $374K 0.03% +84 13F-HR Timeline SEARLE & CO. More: the full row for SEARLE & CO. 3,235 $373K 0.09% 0 13F-HR Timeline Cane Capital Partners, LLC More: the full row for Cane Capital Partners, LLC 3,225 $372K 0.16% new 13F-HR Timeline Evelyn Partners Group Ltd group of 2 filers holding More: the full row for Evelyn Partners Group Ltd 3,218 $371K 0 Timeline Legacy Wealth Asset Management, LLC More: the full row for Legacy Wealth Asset Management, LLC 3,216 $371K 0.09% new 13F-HR Timeline Krilogy Financial LLC More: the full row for Krilogy Financial LLC 2,817 $370K 0.01% -75 13F-HR Timeline SPINNAKER TRUST More: the full row for SPINNAKER TRUST 3,188 $368K 0.02% -366 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 3,188 $368K <0.01% +117 13F-HR Timeline Freestone Capital Holdings, LLC in group Freestone Capital Holdings, L… More: the full row for Freestone Capital Holdings, LLC 3,178 $367K 0.01% +31 13F-HR Timeline Group HARMONY ASSET MANAGEMENT LLC More: the full row for HARMONY ASSET MANAGEMENT LLC 3,159 $364K 0.11% 0 13F-HR Timeline Caisse de depot et placement du Quebec More: the full row for Caisse de depot et placement du Quebec 3,152 $364K <0.01% -28,891 13F-HR Timeline Sentry LLC More: the full row for Sentry LLC 3,147 $363K 0.12% +399 13F-HR Timeline 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 3,139 $362K 0.24% -68 13F-HR Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 3,131 $361K 0.02% -161 13F-HR Timeline INTRUST BANK NA More: the full row for INTRUST BANK NA 3,131 $361K 0.03% new 13F-HR Timeline BURKE & HERBERT BANK & TRUST CO More: the full row for BURKE & HERBERT BANK & TRUST CO 3,128 $361K 0.1% -40 13F-HR Timeline NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 3,114 $359K 0.03% new 13F-HR Timeline MBL Wealth, LLC More: the full row for MBL Wealth, LLC 3,113 $359K 0.03% +500 13F-HR Timeline CAPITAL ADVISORS INC/OK More: the full row for CAPITAL ADVISORS INC/OK 3,106 $358K 0.01% +2 13F-HR Timeline Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 3,095 $357K 0.08% -270 13F-HR Timeline SAWGRASS ASSET MANAGEMENT LLC More: the full row for SAWGRASS ASSET MANAGEMENT LLC 3,078 $355K 0.05% 0 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 3,063 $353K 0.01% +44 13F-HR Timeline EXCALIBUR MANAGEMENT CORP More: the full row for EXCALIBUR MANAGEMENT CORP 3,055 $352K 0.13% -21 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 3,042 $351K <0.01% -170 13F-HR Timeline Group WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 2,948 $350K <0.01% +61 13F-HR Timeline Siemens Fonds Invest GmbH More: the full row for Siemens Fonds Invest GmbH 3,035 $350K 0.02% new 13F-HR Timeline DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 3,032 $350K 0.01% -112 13F-HR Timeline FIRST NATIONAL BANK SIOUX FALLS More: the full row for FIRST NATIONAL BANK SIOUX FALLS 2,661 $349K 0.1% new 13F-HR Timeline Ipswich Investment Management Co., Inc. More: the full row for Ipswich Investment Management Co., Inc. 3,018 $348K 0.08% new 13F-HR Timeline Canal Capital Management, LLC More: the full row for Canal Capital Management, LLC 3,017 $348K 0.05% -1,034 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 3,013 $348K 0.01% -294 13F-HR Timeline PEOPLES FINANCIAL SERVICES CORP. More: the full row for PEOPLES FINANCIAL SERVICES CORP. 3,012 $348K 0.16% -128 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 3,008 $347K <0.01% -177 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 3,004 $347K <0.01% new 13F-HR Timeline Group V-Square Quantitative Management LLC More: the full row for V-Square Quantitative Management LLC 3,006 $347K 0.04% -852 13F-HR Timeline APPLETON PARTNERS INC/MA More: the full row for APPLETON PARTNERS INC/MA 2,996 $346K 0.02% -784 13F-HR Timeline Seelaus Asset Management LLC More: the full row for Seelaus Asset Management LLC 2,993 $345K 0.25% new 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 2,988 $345K 0.02% +95 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 2,987 $345K 0.04% -73 13F-HR Timeline Moran Wealth Management, LLC More: the full row for Moran Wealth Management, LLC 2,979 $344K 0.01% new 13F-HR Timeline Cornerstone Wealth Group, LLC More: the full row for Cornerstone Wealth Group, LLC 2,544 $343K 0.02% new 13F-HR Timeline EdgeRock Capital LLC More: the full row for EdgeRock Capital LLC 2,948 $340K 0.09% -127 13F-HR Timeline FIRST CITIZENS BANK & TRUST CO More: the full row for FIRST CITIZENS BANK & TRUST CO 2,948 $340K 0.01% +154 13F-HR Timeline BAXTER BROS INC More: the full row for BAXTER BROS INC 2,944 $340K 0.04% 0 13F-HR Timeline Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 2,944 $340K 0.01% +270 13F-HR Timeline Texas Capital Bank Wealth Management Se… More: the full row for Texas Capital Bank Wealth Management Services Inc 2,916 $336K 0.02% -329 13F-HR Timeline Tradewinds, LLC. More: the full row for Tradewinds, LLC. 2,345 $336K 0.11% new 13F-HR Timeline Essex LLC More: the full row for Essex LLC 2,908 $336K 0.06% -164 13F-HR Timeline Douglass Winthrop Advisors, LLC More: the full row for Douglass Winthrop Advisors, LLC 2,907 $335K 0.01% -128 13F-HR Timeline Gratus Wealth Advisors, LLC More: the full row for Gratus Wealth Advisors, LLC 2,901 $335K 0.05% -1,693 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 2,271 $335K 0.01% -30 13F-HR Timeline Annandale Capital, LLC More: the full row for Annandale Capital, LLC 2,897 $334K 0.05% 0 13F-HR Timeline FIRST MANHATTAN CO. LLC. More: the full row for FIRST MANHATTAN CO. LLC. 2,870 $331K <0.01% -1,383 13F-HR Timeline Guilbault Capital LLC More: the full row for Guilbault Capital LLC 2,866 $331K 0.36% 0 13F-HR Timeline Ellevest, Inc. More: the full row for Ellevest, Inc. 2,848 $329K 0.05% -143 13F-HR Timeline Allegheny Financial Group More: the full row for Allegheny Financial Group 2,831 $327K 0.04% -98 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 2,816 $325K 0.02% new 13F-HR Timeline PATTON FUND MANAGEMENT, INC. More: the full row for PATTON FUND MANAGEMENT, INC. 2,812 $324K 0.06% +185 13F-HR Timeline Biltmore Family Office, LLC More: the full row for Biltmore Family Office, LLC 2,809 $324K 0.05% -16 13F-HR Timeline EVOLVE PRIVATE WEALTH, LLC More: the full row for EVOLVE PRIVATE WEALTH, LLC 2,808 $324K 0.02% -378 13F-HR Timeline Diligent Investors, LLC More: the full row for Diligent Investors, LLC 2,793 $322K 0.08% -413 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 2,739 $318K 0.01% +1 13F-HR Timeline Intrua Financial, LLC More: the full row for Intrua Financial, LLC 2,744 $317K 0.03% -578 13F-HR Timeline TRED AVON FAMILY WEALTH, LLC More: the full row for TRED AVON FAMILY WEALTH, LLC 2,739 $316K 0.1% 0 13F-HR Timeline FLYNN ZITO CAPITAL MANAGEMENT, LLC More: the full row for FLYNN ZITO CAPITAL MANAGEMENT, LLC 2,737 $316K 0.1% +248 13F-HR Timeline HOEY INVESTMENTS, INC More: the full row for HOEY INVESTMENTS, INC 2,725 $314K 0.05% -74 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 2,719 $314K 0.01% -70 13F-HR Timeline Aigen Investment Management, LP More: the full row for Aigen Investment Management, LP 2,699 $311K 0.08% new 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 2,904 $311K 0.01% +666 13F-HR Timeline Retirement Planning Co of New England, … More: the full row for Retirement Planning Co of New England, Inc. 2,696 $311K 0.13% -231 13F-HR Timeline Indivisible Partners More: the full row for Indivisible Partners 2,693 $311K 0.03% new 13F-HR Timeline NTV Asset Management LLC More: the full row for NTV Asset Management LLC 2,673 $308K 0.03% new 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 2,653 $306K 0.01% -754 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 1,806 $304K 0.01% new 13F-HR Timeline Frec Markets, Inc. in group Frec Markets, Inc. More: the full row for Frec Markets, Inc. 2,601 $300K 0.05% new 13F-HR Timeline Group Silverleafe Capital Partners, LLC More: the full row for Silverleafe Capital Partners, LLC 2,597 $300K 0.09% new 13F-HR Timeline AMG National Trust Bank More: the full row for AMG National Trust Bank 2,583 $298K 0.01% +84 13F-HR Timeline ZWJ INVESTMENT COUNSEL INC More: the full row for ZWJ INVESTMENT COUNSEL INC 2,582 $298K 0.01% new 13F-HR Timeline OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 2,567 $296K <0.01% new 13F-HR Timeline Ballast, Inc. More: the full row for Ballast, Inc. 2,557 $295K 0.07% -334 13F-HR Timeline KILEY JUERGENS WEALTH MANAGEMENT, LLC More: the full row for KILEY JUERGENS WEALTH MANAGEMENT, LLC 2,549 $294K 0.05% new 13F-HR Timeline KANAWHA CAPITAL MANAGEMENT LLC More: the full row for KANAWHA CAPITAL MANAGEMENT LLC 2,548 $294K 0.02% -629 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 2,545 $294K 0.01% +140 13F-HR Timeline BEACON FINANCIAL GROUP More: the full row for BEACON FINANCIAL GROUP 2,530 $292K 0.03% +3 13F-HR Timeline Counterpoint Mutual Funds LLC More: the full row for Counterpoint Mutual Funds LLC 2,530 $292K 0.04% -36,380 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 2,511 $290K 0.01% -209 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 2,510 $290K <0.01% -1,301 13F-HR Timeline Group EDMOND DE ROTHSCHILD HOLDING S.A. in group EDMOND DE ROTHSCHILD HOLDING … More: the full row for EDMOND DE ROTHSCHILD HOLDING S.A. 2,500 $288K <0.01% 0 13F-HR Timeline Group PCM Encore, LLC More: the full row for PCM Encore, LLC 2,496 $288K 0.06% new 13F-HR Timeline NEVILLE RODIE & SHAW INC More: the full row for NEVILLE RODIE & SHAW INC 2,484 $287K 0.02% -3,963 13F-HR Timeline FORBES J M & CO LLP More: the full row for FORBES J M & CO LLP 2,478 $286K 0.02% -12 13F-HR Timeline CIM INVESTMENT MANAGEMENT INC More: the full row for CIM INVESTMENT MANAGEMENT INC 2,473 $285K 0.08% -13 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 2,469 $285K 0.02% +77 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 2,467 $285K <0.01% +1,967 13F-HR Timeline Group EQUITABLE TRUST CO More: the full row for EQUITABLE TRUST CO 2,450 $283K 0.01% 0 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 2,442 $282K 0.02% new 13F-HR Timeline Zhang Financial LLC More: the full row for Zhang Financial LLC 2,441 $282K 0.01% -12 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 2,435 $281K 0.01% -122 13F-HR Timeline SUMITOMO LIFE INSURANCE CO More: the full row for SUMITOMO LIFE INSURANCE CO 2,428 $280K 0.01% +97 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 2,415 $279K 0.01% new 13F-HR Timeline Group Hickory Point Bank & Trust More: the full row for Hickory Point Bank & Trust 2,407 $278K 0.18% new 13F-HR Timeline Bedel Financial Consulting, Inc. More: the full row for Bedel Financial Consulting, Inc. 2,387 $275K 0.03% new 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 2,380 $275K <0.01% new 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 2,362 $273K 0.01% new 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 2,357 $272K 0.01% new 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 2,355 $272K 0.01% -171 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 2,304 $266K 0.01% new 13F-HR Timeline Trust Asset Management LLC More: the full row for Trust Asset Management LLC 2,300 $265K 0.02% new 13F-HR Timeline Klingman & Associates, LLC More: the full row for Klingman & Associates, LLC 2,294 $265K 0.01% new 13F-HR Timeline Kentucky Trust Co More: the full row for Kentucky Trust Co 2,288 $264K 0.14% +800 13F-HR Timeline Dakota Wealth Management More: the full row for Dakota Wealth Management 2,272 $262K 0.01% new 13F-HR/A Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 2,267 $262K 0.02% new 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 2,256 $260K 0.02% new 13F-HR Timeline GROUPAMA ASSET MANAGMENT More: the full row for GROUPAMA ASSET MANAGMENT 2,238 $258K <0.01% -7,146 13F-HR Timeline JEPPSON WEALTH MANAGEMENT, LLC More: the full row for JEPPSON WEALTH MANAGEMENT, LLC 2,228 $257K 0.08% new 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 2,163 $256K <0.01% new 13F-HR Timeline GUYASUTA INVESTMENT ADVISORS INC More: the full row for GUYASUTA INVESTMENT ADVISORS INC 2,210 $255K 0.01% new 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 2,377 $255K 0.02% -383 13F-HR Timeline CHIRON CAPITAL MANAGEMENT, LLC More: the full row for CHIRON CAPITAL MANAGEMENT, LLC 2,200 $254K 0.26% 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 2,194 $253K 0.02% new 13F-HR Timeline TRUST POINT INC. More: the full row for TRUST POINT INC. 2,192 $253K 0.02% new 13F-HR Timeline Encompass More Asset Management More: the full row for Encompass More Asset Management 2,191 $253K 0.04% new 13F-HR Timeline FreeGulliver LLC More: the full row for FreeGulliver LLC 2,187 $252K 0.11% new 13F-HR Timeline GRANDFIELD & DODD, LLC More: the full row for GRANDFIELD & DODD, LLC 2,181 $252K 0.01% new 13F-HR Timeline Inscription Capital, LLC More: the full row for Inscription Capital, LLC 2,160 $249K 0.03% new 13F-HR Timeline BOWEN HANES & CO INC More: the full row for BOWEN HANES & CO INC 2,150 $248K 0.01% new 13F-HR Timeline NAVELLIER & ASSOCIATES INC More: the full row for NAVELLIER & ASSOCIATES INC 2,136 $246K 0.03% new 13F-HR Timeline INVESTORS ASSET MANAGEMENT OF GEORGIA I… More: the full row for INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV 2,132 $246K 0.1% new 13F-HR Timeline Portside Wealth Group, LLC More: the full row for Portside Wealth Group, LLC 2,131 $246K 0.03% new 13F-HR Timeline MITCHELL MCLEOD PUGH & WILLIAMS INC More: the full row for MITCHELL MCLEOD PUGH & WILLIAMS INC 2,105 $243K 0.04% 0 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 1,871 $242K 0.01% new 13F-HR Timeline Mowery & Schoenfeld Wealth Management, … More: the full row for Mowery & Schoenfeld Wealth Management, LLC 2,096 $242K 0.37% 0 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 2,092 $241K <0.01% -411 13F-HR Timeline Philip James Wealth Mangement, LLC More: the full row for Philip James Wealth Mangement, LLC 2,090 $241K 0.03% new 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 2,076 $240K 0.01% new 13F-HR Timeline Great Diamond Partners, LLC More: the full row for Great Diamond Partners, LLC 2,075 $239K 0.05% new 13F-HR Timeline Strategic Planning, Inc. More: the full row for Strategic Planning, Inc. 2,070 $239K 0.12% new 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 2,070 $239K <0.01% +95 13F-HR Timeline Secure Asset Management, LLC More: the full row for Secure Asset Management, LLC 2,065 $238K 0.04% new 13F-HR Timeline Storgate, LLC More: the full row for Storgate, LLC 2,062 $238K 0.19% new 13F-HR Timeline Range Advisory, LLC More: the full row for Range Advisory, LLC 2,062 $238K 0.04% new 13F-HR Timeline DAVIS R M INC More: the full row for DAVIS R M INC 2,056 $237K <0.01% -1,114 13F-HR Timeline KLINGENSTEIN FIELDS & CO LP More: the full row for KLINGENSTEIN FIELDS & CO LP 2,054 $237K 0.01% new 13F-HR Timeline Terril Brothers, Inc. More: the full row for Terril Brothers, Inc. 2,050 $237K 0.06% new 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 2,036 $235K 0.01% new 13F-HR Timeline Murphy, Middleton, Hinkle & Parker, Inc. More: the full row for Murphy, Middleton, Hinkle & Parker, Inc. 2,035 $235K 0.11% new 13F-HR Timeline Spartan Planning & Wealth Management More: the full row for Spartan Planning & Wealth Management 2,035 $235K 0.17% new 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 2,027 $234K 0.04% new 13F-HR Timeline Group Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 2,019 $233K 0.01% new 13F-HR Timeline BERKSHIRE ASSET MANAGEMENT LLC/PA More: the full row for BERKSHIRE ASSET MANAGEMENT LLC/PA 2,017 $233K 0.01% new 13F-HR Timeline Fayez Sarofim & Co in group Fayez Sarofim & Co More: the full row for Fayez Sarofim & Co 2,013 $232K <0.01% new 13F-HR Timeline Group ST GERMAIN D J CO INC in group ST GERMAIN D J CO INC More: the full row for ST GERMAIN D J CO INC 1,985 $229K 0.01% new 13F-HR Timeline Group NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 1,977 $228K <0.01% -1,108 13F-HR Timeline BALDWIN WEALTH PARTNERS LLC/MA More: the full row for BALDWIN WEALTH PARTNERS LLC/MA 1,977 $228K 0.02% new 13F-HR Timeline Flagship Capital Management Inc. More: the full row for Flagship Capital Management Inc. 1,972 $228K 0.17% new 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 1,967 $227K <0.01% +110 13F-HR Timeline Graves Light Lenhart Wealth, Inc. More: the full row for Graves Light Lenhart Wealth, Inc. 1,962 $226K 0.02% new 13F-HR Timeline Cherokee Insurance Co More: the full row for Cherokee Insurance Co 1,960 $226K 0.09% new 13F-HR Timeline Busey Bank More: the full row for Busey Bank 1,957 $226K 0.01% new 13F-HR Timeline Nilsine Partners, LLC More: the full row for Nilsine Partners, LLC 1,569 $226K 0.02% new 13F-HR Timeline Fiduciary Alliance LLC More: the full row for Fiduciary Alliance LLC 1,710 $225K 0.01% new 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 1,953 $225K 0.02% new 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 1,947 $225K <0.01% -1,288 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 1,943 $224K 0.01% new 13F-HR Timeline Old North State Trust, LLC More: the full row for Old North State Trust, LLC 1,939 $224K 0.13% new 13F-HR Timeline TUCKER ASSET MANAGEMENT LLC More: the full row for TUCKER ASSET MANAGEMENT LLC 1,937 $223K 0.07% -256 13F-HR Timeline Gallagher Fiduciary Advisors, LLC in group Gallagher Fiduciary Advisors,… More: the full row for Gallagher Fiduciary Advisors, LLC 1,933 $223K 0.01% new 13F-HR Timeline Group Brevan Howard Capital Management LP in group Brevan Howard Capital Managem… More: the full row for Brevan Howard Capital Management LP 1,925 $222K <0.01% -1,075 13F-HR Timeline Group Godshalk Welsh Capital Management, Inc. More: the full row for Godshalk Welsh Capital Management, Inc. 1,924 $222K 0.13% new 13F-HR Timeline Mill Capital Management, LLC More: the full row for Mill Capital Management, LLC 1,923 $222K 0.02% -554 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 1,923 $222K <0.01% new 13F-HR Timeline SCS Capital Management LLC More: the full row for SCS Capital Management LLC 1,913 $221K <0.01% -1,714 13F-HR Timeline nVerses Capital, LLC More: the full row for nVerses Capital, LLC 1,913 $221K 0.2% new 13F-HR Timeline Ameritas Investment Partners, Inc. in group Ameritas Investment Partners,… More: the full row for Ameritas Investment Partners, Inc. 1,908 $220K 0.01% 0 13F-HR Timeline Group Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 1,906 $220K 0.01% new 13F-HR Timeline CAMBIENT FAMILY OFFICE, LLC More: the full row for CAMBIENT FAMILY OFFICE, LLC 1,901 $219K 0.03% -617 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 1,899 $219K 0.03% new 13F-HR Timeline COURIER CAPITAL LLC More: the full row for COURIER CAPITAL LLC 1,872 $216K 0.01% new 13F-HR/A Timeline WOODLEY FARRA MANION PORTFOLIO MANAGEME… More: the full row for WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC 1,871 $216K 0.01% new 13F-HR Timeline LAZARD ASSET MANAGEMENT LLC in group LAZARD ASSET MANAGEMENT LLC More: the full row for LAZARD ASSET MANAGEMENT LLC 1,843 $213K <0.01% new 13F-HR Timeline Group Integris Wealth Management, LLC More: the full row for Integris Wealth Management, LLC 1,833 $211K 0.05% new 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 1,826 $211K <0.01% new 13F-HR Timeline Oxbow Advisors, LLC More: the full row for Oxbow Advisors, LLC 1,825 $211K 0.02% new 13F-HR Timeline Southern Financial Group, LLC More: the full row for Southern Financial Group, LLC 1,822 $210K 0.06% new 13F-HR Timeline Allred Capital Management, LLC More: the full row for Allred Capital Management, LLC 1,819 $210K 0.08% new 13F-HR Timeline