FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 783 $605K 0.03% -389 13F-HR Timeline GATEWAY INVESTMENT ADVISERS LLC More: the full row for GATEWAY INVESTMENT ADVISERS LLC 779 $602K 0.01% +315 13F-HR Timeline Value Investment Professionals, LLC More: the full row for Value Investment Professionals, LLC 777 $601K 1.34% 0 13F-HR/A Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 777 $600K 0.01% +66 13F-HR Timeline Fullerton Fund Management Co Ltd. More: the full row for Fullerton Fund Management Co Ltd. 776 $600K 0.05% -249 13F-HR Timeline JT Stratford LLC More: the full row for JT Stratford LLC 775 $599K 0.08% -33 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 772 $596K 0.01% +533 13F-HR Timeline Livforsakringsbolaget Skandia, Omsesidi… More: the full row for Livforsakringsbolaget Skandia, Omsesidigt 772 $596K 0.02% 0 13F-HR Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 768 $594K 0.02% -1,686 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 767 $593K 0.02% -349 13F-HR Timeline Connecticut Wealth Management, LLC More: the full row for Connecticut Wealth Management, LLC 765 $591K 0.02% +4 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 765 $591K 0.03% +33 13F-HR Timeline DLK Investment Management, LLC More: the full row for DLK Investment Management, LLC 765 $591K 0.23% 0 13F-HR Timeline NorthCoast Asset Management LLC More: the full row for NorthCoast Asset Management LLC 757 $585K 0.01% -5 13F-HR Timeline Alphadyne Asset Management LP More: the full row for Alphadyne Asset Management LP 754 $583K 0.08% new 13F-HR Timeline Jackson Creek Investment Advisors LLC More: the full row for Jackson Creek Investment Advisors LLC 748 $578K 0.17% -7 13F-HR Timeline Redwood Wealth Management Group, LLC More: the full row for Redwood Wealth Management Group, LLC 745 $576K 0.25% -10 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 744 $575K 0.03% -126 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 741 $574K 0.03% +240 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 739 $571K 0.01% -72 13F-HR Timeline NORTH STAR ASSET MANAGEMENT INC More: the full row for NORTH STAR ASSET MANAGEMENT INC 737 $569K 0.02% 0 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 735 $568K 0.19% -872 13F-HR Timeline ONE WEALTH CAPITAL MANAGEMENT, LLC More: the full row for ONE WEALTH CAPITAL MANAGEMENT, LLC 772 $565K 0.25% +308 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 725 $560K 0.01% -7 13F-HR Timeline HANCOCK WHITNEY CORP More: the full row for HANCOCK WHITNEY CORP 792 $560K 0.01% -9 13F-HR Timeline CIDEL ASSET MANAGEMENT INC More: the full row for CIDEL ASSET MANAGEMENT INC 719 $556K 0.03% +130 13F-HR Timeline MONETARY MANAGEMENT GROUP INC More: the full row for MONETARY MANAGEMENT GROUP INC 712 $550K 0.13% 0 13F-HR Timeline Hennion & Walsh Asset Management, Inc. More: the full row for Hennion & Walsh Asset Management, Inc. 712 $550K 0.02% -306 13F-HR Timeline NORTHBRIDGE FINANCIAL GROUP, LLC More: the full row for NORTHBRIDGE FINANCIAL GROUP, LLC 735 $549K 0.24% -15 13F-HR Timeline NICOLET BANKSHARES INC in group NICOLET BANKSHARES INC More: the full row for NICOLET BANKSHARES INC 705 $545K 0.02% new 13F-HR Timeline Group QRG CAPITAL MANAGEMENT, INC. More: the full row for QRG CAPITAL MANAGEMENT, INC. 702 $542K 0.01% -82 13F-HR Timeline Alpha Family Trust in group Alpha Family Trust More: the full row for Alpha Family Trust 700 $541K 0.26% -75 13F-HR Timeline Group Strait & Sound Wealth Management LLC More: the full row for Strait & Sound Wealth Management LLC 688 $532K 0.2% +14 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 686 $530K <0.01% +44 13F-HR Timeline Group Supplemental Annuity Collective Trust o… More: the full row for Supplemental Annuity Collective Trust of NJ 682 $527K 0.15% new 13F-HR Timeline TRITONPOINT WEALTH, LLC in group TritonPoint Partners, LLC More: the full row for TRITONPOINT WEALTH, LLC 681 $526K 0.06% -148 13F-HR Timeline Group Alliance Wealth Advisors, LLC /UT More: the full row for Alliance Wealth Advisors, LLC /UT 677 $523K 0.11% -300 13F-HR Timeline Cyndeo Wealth Partners, LLC More: the full row for Cyndeo Wealth Partners, LLC 676 $522K 0.03% -4 13F-HR Timeline HORIZON KINETICS ASSET MANAGEMENT LLC More: the full row for HORIZON KINETICS ASSET MANAGEMENT LLC 675 $522K 0.01% -30 13F-HR Timeline ALPS ADVISORS INC in group ALPS ADVISORS INC More: the full row for ALPS ADVISORS INC 667 $515K <0.01% -150 13F-HR Timeline Group Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 667 $515K 0.07% +130 13F-HR Timeline AMJ Financial Wealth Management More: the full row for AMJ Financial Wealth Management 662 $511K 0.12% 0 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 660 $510K 0.04% +200 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 659 $509K 0.01% -123 13F-HR Timeline Group Avestar Capital, LLC More: the full row for Avestar Capital, LLC 659 $509K 0.03% +24 13F-HR Timeline PORTLAND INVESTMENT COUNSEL INC. More: the full row for PORTLAND INVESTMENT COUNSEL INC. 654 $505K 0.16% new 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 649 $501K 0.01% +60 13F-HR Timeline Abundance Wealth Counselors More: the full row for Abundance Wealth Counselors 649 $501K 0.07% new 13F-HR Timeline Cove Private Wealth, LLC More: the full row for Cove Private Wealth, LLC 646 $499K 0.11% +91 13F-HR Timeline Machina Capital S.A.S. More: the full row for Machina Capital S.A.S. 644 $498K 0.1% -963 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 640 $495K 0.01% +429 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 634 $490K 0.01% +1 13F-HR Timeline Ellevest, Inc. More: the full row for Ellevest, Inc. 631 $488K 0.07% -278 13F-HR Timeline Aspire Growth Partners LLC More: the full row for Aspire Growth Partners LLC 626 $484K 0.33% 0 13F-HR Timeline Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 626 $484K 0.08% +323 13F-HR Timeline INTRUST BANK NA More: the full row for INTRUST BANK NA 623 $481K 0.04% +187 13F-HR Timeline Intesa Sanpaolo S.p.A. group of 2 filers holding More: the full row for Intesa Sanpaolo S.p.A. 624 $476K -470 Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 616 $476K 0.05% 0 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 613 $471K 0.01% -375 13F-HR Timeline Wick Capital Partners, LLC More: the full row for Wick Capital Partners, LLC 606 $468K 0.09% +171 13F-HR Timeline TOBAM More: the full row for TOBAM 603 $466K 0.12% +105 13F-HR Timeline QTR Family Wealth, LLC More: the full row for QTR Family Wealth, LLC 614 $464K 0.19% +64 13F-HR Timeline CHESAPEAKE CAPITAL CORP /IL/ More: the full row for CHESAPEAKE CAPITAL CORP /IL/ 596 $460K 0.33% 0 13F-HR Timeline SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 595 $460K 0.05% +13 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 595 $460K 0.03% +111 13F-HR Timeline S-Bank Fund Management Ltd More: the full row for S-Bank Fund Management Ltd 594 $459K 0.07% -22 13F-HR Timeline West Family Investments, Inc. More: the full row for West Family Investments, Inc. 594 $459K 0.16% -192 13F-HR Timeline Kera Capital Partners, Inc. More: the full row for Kera Capital Partners, Inc. 593 $458K 0.06% +118 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 587 $453K 0.01% -6 13F-HR Timeline GAM Holding AG in group GAM Holding AG More: the full row for GAM Holding AG 586 $453K 0.04% +200 13F-HR Timeline Group NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 585 $452K 0.01% -781 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 581 $449K <0.01% -133 13F-HR Timeline LCM Capital Management Inc More: the full row for LCM Capital Management Inc 581 $449K 0.23% +13 13F-HR Timeline New England Research & Management, Inc. More: the full row for New England Research & Management, Inc. 575 $444K 0.19% +75 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 569 $439K 0.01% +39 13F-HR/A Timeline Claro Advisors Inc. More: the full row for Claro Advisors Inc. 568 $439K 0.05% +11 13F-HR Timeline YHB Investment Advisors, Inc. More: the full row for YHB Investment Advisors, Inc. 568 $439K 0.03% 0 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 567 $438K 0.11% +46 13F-HR Timeline Keudell/Morrison Wealth Management More: the full row for Keudell/Morrison Wealth Management 567 $438K 0.09% -27 13F-HR Timeline CHILDRESS CAPITAL ADVISORS, LLC More: the full row for CHILDRESS CAPITAL ADVISORS, LLC 567 $438K 0.08% +158 13F-HR Timeline Lebenthal Global Advisors, LLC in group Lebenthal Global Advisors, LLC More: the full row for Lebenthal Global Advisors, LLC 562 $434K 0.06% -79 13F-HR Timeline Group Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 561 $434K 0.02% -90 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 561 $434K 0.01% +73 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 560 $433K 0.04% +94 13F-HR Timeline Kaufman Rossin Wealth, LLC More: the full row for Kaufman Rossin Wealth, LLC 559 $432K 0.25% -132 13F-HR Timeline ABNER HERRMAN & BROCK LLC More: the full row for ABNER HERRMAN & BROCK LLC 557 $430K 0.05% 0 13F-HR Timeline EQUITABLE TRUST CO More: the full row for EQUITABLE TRUST CO 556 $430K 0.02% +31 13F-HR Timeline Northwest & Ethical Investments L.P. More: the full row for Northwest & Ethical Investments L.P. 561 $428K 0.01% -154 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 551 $425K 0.02% -2 13F-HR Timeline Compagnie Lombard Odier SCmA More: the full row for Compagnie Lombard Odier SCmA 550 $425K 0.01% +100 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 547 $423K 0.01% -42 13F-HR Timeline Hudson Value Partners, LLC More: the full row for Hudson Value Partners, LLC 547 $423K 0.13% -100 13F-HR Timeline First Western Trust Bank More: the full row for First Western Trust Bank 544 $420K 0.02% 0 13F-HR Timeline EVERPAR ADVISORS LLC More: the full row for EVERPAR ADVISORS LLC 543 $420K 0.14% +38 13F-HR Timeline COMMERZBANK AKTIENGESELLSCHAFT /FI More: the full row for COMMERZBANK AKTIENGESELLSCHAFT /FI 539 $416K 0.01% -39 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 528 $408K <0.01% -41 13F-HR Timeline JACKSON SQUARE CAPITAL, LLC More: the full row for JACKSON SQUARE CAPITAL, LLC 527 $407K 0.09% 0 13F-HR Timeline K.J. Harrison & Partners Inc More: the full row for K.J. Harrison & Partners Inc 526 $406K 0.07% -5,565 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 525 $406K <0.01% -19 13F-HR Timeline INVESTMENT HOUSE LLC More: the full row for INVESTMENT HOUSE LLC 525 $406K 0.02% -15 13F-HR Timeline DRW Securities, LLC More: the full row for DRW Securities, LLC 528 $405K 0.02% -64 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 523 $404K 0.01% +26 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 520 $402K 0.01% -2 13F-HR Timeline Group CERTUITY, LLC More: the full row for CERTUITY, LLC 519 $401K 0.03% -118 13F-HR Timeline BSW Wealth Partners More: the full row for BSW Wealth Partners 518 $400K 0.05% -208 13F-HR Timeline OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 514 $397K 0.01% +35 13F-HR Timeline PLIMOTH TRUST CO LLC More: the full row for PLIMOTH TRUST CO LLC 513 $396K 0.09% 0 13F-HR Timeline Samalin Investment Counsel, LLC More: the full row for Samalin Investment Counsel, LLC 511 $395K 0.14% -10 13F-HR Timeline Allegiance Financial Group Advisory Ser… More: the full row for Allegiance Financial Group Advisory Services LLC 511 $395K 0.08% +120 13F-HR Timeline PACES FERRY WEALTH ADVISORS, LLC More: the full row for PACES FERRY WEALTH ADVISORS, LLC 510 $394K 0.16% 0 13F-HR Timeline TRED AVON FAMILY WEALTH, LLC More: the full row for TRED AVON FAMILY WEALTH, LLC 507 $392K 0.13% +17 13F-HR Timeline NORTHWEST WEALTH MANAGEMENT, LLC More: the full row for NORTHWEST WEALTH MANAGEMENT, LLC 503 $389K 0.06% +29 13F-HR Timeline Colonial River Investments, LLC More: the full row for Colonial River Investments, LLC 503 $389K 0.14% +11 13F-HR Timeline Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 501 $387K 0.02% +69 13F-HR Timeline WESTBOURNE INVESTMENTS, INC. More: the full row for WESTBOURNE INVESTMENTS, INC. 500 $386K 0.18% 0 13F-HR Timeline DENALI ADVISORS LLC More: the full row for DENALI ADVISORS LLC 500 $386K 0.04% +100 13F-HR Timeline Dempze Nancy E More: the full row for Dempze Nancy E 500 $386K 0.21% -200 13F-HR Timeline Arista Wealth Management, LLC More: the full row for Arista Wealth Management, LLC 500 $386K 0.05% new 13F-HR Timeline Fielder Capital Group LLC More: the full row for Fielder Capital Group LLC 498 $385K 0.08% +47 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 496 $383K 0.01% +77 13F-HR Timeline Tuttle Capital Management, LLC More: the full row for Tuttle Capital Management, LLC 492 $380K 0.63% new 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 489 $378K 0.01% -13 13F-HR Timeline Greenbush Financial Group, LLC More: the full row for Greenbush Financial Group, LLC 489 $378K 0.12% new 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 488 $377K <0.01% +123 13F-HR Timeline Arvest Bank Trust Division More: the full row for Arvest Bank Trust Division 488 $377K 0.02% new 13F-HR Timeline Lighthouse Investment Partners, LLC in group Lighthouse Investment Partner… More: the full row for Lighthouse Investment Partners, LLC 485 $375K 0.01% -280 13F-HR Timeline Group WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 485 $375K 0.04% +25 13F-HR Timeline Great Diamond Partners, LLC More: the full row for Great Diamond Partners, LLC 484 $374K 0.07% -10 13F-HR Timeline Telos Capital Management, Inc. More: the full row for Telos Capital Management, Inc. 482 $372K 0.04% -3 13F-HR Timeline MBL Wealth, LLC More: the full row for MBL Wealth, LLC 480 $371K 0.03% new 13F-HR Timeline JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 478 $370K <0.01% +15 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 478 $370K <0.01% +51 13F-HR Timeline Greykasell Wealth Strategies, Inc. More: the full row for Greykasell Wealth Strategies, Inc. 478 $369K 0.15% 0 13F-HR Timeline Ascentis Independent Advisors in group Ascentis Wealth Management, L… More: the full row for Ascentis Independent Advisors 476 $368K 0.03% +121 13F-HR Timeline Group Fideuram Asset Management (Ireland) dac More: the full row for Fideuram Asset Management (Ireland) dac 472 $365K 0.05% -12,639 13F-HR Timeline SCS Capital Management LLC More: the full row for SCS Capital Management LLC 471 $364K <0.01% +1 13F-HR Timeline American Alpha Advisors, LLC More: the full row for American Alpha Advisors, LLC 468 $362K 0.21% +2 13F-HR Timeline Freestone Capital Holdings, LLC in group Freestone Capital Holdings, L… More: the full row for Freestone Capital Holdings, LLC 464 $359K 0.01% -1 13F-HR Timeline Group CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 462 $357K 0.04% +51 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 461 $356K 0.01% -41 13F-HR Timeline CONNING INC. in group CONNING INC. More: the full row for CONNING INC. 461 $356K 0.01% -70 13F-HR Timeline Group PDS Planning, Inc More: the full row for PDS Planning, Inc 461 $356K 0.02% +3 13F-HR Timeline DARK FOREST CAPITAL MANAGEMENT LP More: the full row for DARK FOREST CAPITAL MANAGEMENT LP 461 $356K 0.03% new 13F-HR Timeline AVISO WEALTH MANAGEMENT More: the full row for AVISO WEALTH MANAGEMENT 460 $355K 0.16% -34 13F-HR Timeline Forefront Analytics, LLC More: the full row for Forefront Analytics, LLC 460 $355K 0.32% +33 13F-HR Timeline Arjuna Capital More: the full row for Arjuna Capital 457 $353K 0.09% +14 13F-HR Timeline FLPUTNAM INVESTMENT MANAGEMENT CO More: the full row for FLPUTNAM INVESTMENT MANAGEMENT CO 454 $351K 0.01% +44 13F-HR Timeline Turtle Creek Wealth Advisors, LLC More: the full row for Turtle Creek Wealth Advisors, LLC 454 $351K 0.03% +70 13F-HR Timeline BINGHAM PRIVATE WEALTH, LLC More: the full row for BINGHAM PRIVATE WEALTH, LLC 454 $351K 0.28% +37 13F-HR Timeline CIM INVESTMENT MANAGEMENT INC More: the full row for CIM INVESTMENT MANAGEMENT INC 452 $349K 0.09% -2 13F-HR Timeline BRADLEY FOSTER & SARGENT INC/CT More: the full row for BRADLEY FOSTER & SARGENT INC/CT 447 $345K 0.01% -5 13F-HR/A Timeline GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 443 $342K 0.02% 0 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 443 $342K 0.01% +172 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Claret Asset Management Corp More: the full row for Claret Asset Management Corp 439 $339K 0.04% 0 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 437 $338K 0.02% -8 13F-HR Timeline Chesley Taft & Associates LLC More: the full row for Chesley Taft & Associates LLC 437 $338K 0.01% -800 13F-HR Timeline EXENCIAL WEALTH ADVISORS, LLC More: the full row for EXENCIAL WEALTH ADVISORS, LLC 436 $337K 0.01% +5 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 436 $337K 0.03% -21 13F-HR Timeline MCINTYRE FREEDMAN & FLYNN INVESTMENT AD… More: the full row for MCINTYRE FREEDMAN & FLYNN INVESTMENT ADVISERS INC 426 $329K 0.19% 0 13F-HR Timeline Asset Allocation & Management Company, … More: the full row for Asset Allocation & Management Company, LLC 423 $327K 0.12% new 13F-HR Timeline Elwood & Goetz Wealth Advisory Group, L… More: the full row for Elwood & Goetz Wealth Advisory Group, LLC 423 $327K 0.06% -41 13F-HR Timeline BayBridge Capital Group, LLC More: the full row for BayBridge Capital Group, LLC 421 $325K 0.2% 0 13F-HR Timeline DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 420 $325K 0.07% +47 13F-HR Timeline UHLMANN PRICE SECURITIES, LLC More: the full row for UHLMANN PRICE SECURITIES, LLC 436 $323K 0.02% new 13F-HR Timeline HOWE & RUSLING INC More: the full row for HOWE & RUSLING INC 416 $322K 0.02% -18 13F-HR Timeline AGF MANAGEMENT LTD in group AGF MANAGEMENT LTD More: the full row for AGF MANAGEMENT LTD 415 $321K <0.01% -5 13F-HR Timeline Group DGS Capital Management, LLC in group DGS Capital Management, LLC More: the full row for DGS Capital Management, LLC 415 $321K 0.05% +110 13F-HR Timeline Group Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 412 $318K 0.03% +141 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 412 $318K 0.01% -383 13F-HR Timeline DEROY & DEVEREAUX PRIVATE INVESTMENT CO… More: the full row for DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC 410 $317K 0.02% 0 13F-HR Timeline Alta Advisers Ltd in group Alta Advisers Ltd More: the full row for Alta Advisers Ltd 407 $314K 0.11% 0 13F-HR Timeline Group Meiji Yasuda Asset Management Co Ltd. in group Meiji Yasuda Life Insurance Co More: the full row for Meiji Yasuda Asset Management Co Ltd. 404 $312K 0.02% -98 13F-HR Timeline Group Symphony Financial, Ltd. Co. More: the full row for Symphony Financial, Ltd. Co. 404 $312K 0.04% +96 13F-HR Timeline Waterloo Capital, L.P. More: the full row for Waterloo Capital, L.P. 401 $310K 0.02% -344 13F-HR Timeline Persistent Asset Partners Ltd More: the full row for Persistent Asset Partners Ltd 400 $309K 0.12% -2,331 13F-HR Timeline PHYSICIANS FINANCIAL SERVICES, INC. More: the full row for PHYSICIANS FINANCIAL SERVICES, INC. 400 $309K 0.08% 0 13F-HR Timeline FUKOKU MUTUAL LIFE INSURANCE Co More: the full row for FUKOKU MUTUAL LIFE INSURANCE Co 399 $308K 0.02% 0 13F-HR Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 398 $308K <0.01% -2 13F-HR Timeline Lombard Odier Asset Management (USA) Co… More: the full row for Lombard Odier Asset Management (USA) Corp 395 $305K 0.16% new 13F-HR Timeline Groupe la Francaise in group Groupe la Francaise More: the full row for Groupe la Francaise 442 $303K <0.01% -2,806 13F-HR Timeline Group Klingman & Associates, LLC More: the full row for Klingman & Associates, LLC 391 $302K 0.01% +9 13F-HR Timeline PATTON FUND MANAGEMENT, INC. More: the full row for PATTON FUND MANAGEMENT, INC. 391 $302K 0.05% new 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 414 $300K 0.01% -1,236 13F-HR Timeline LifeGoal Investments, LLC More: the full row for LifeGoal Investments, LLC 385 $299K 0.17% new 13F-HR Timeline CX Institutional More: the full row for CX Institutional 386 $298K 0.01% +12 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 385 $297K 0.02% -158 13F-HR Timeline Gradient Capital Advisors, LLC More: the full row for Gradient Capital Advisors, LLC 384 $297K 0.08% 0 13F-HR Timeline ADIRONDACK TRUST CO More: the full row for ADIRONDACK TRUST CO 384 $297K 0.1% +4 13F-HR Timeline Focused Wealth Management, Inc More: the full row for Focused Wealth Management, Inc 384 $297K 0.03% new 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 383 $296K 0.01% +23 13F-HR Timeline Papamarkou Wellner Asset Management inc. More: the full row for Papamarkou Wellner Asset Management inc. 382 $295K 0.18% 0 13F-HR Timeline ANCHYRA PARTNERS LLC More: the full row for ANCHYRA PARTNERS LLC 381 $294K 0.09% -6 13F-HR Timeline Rock Point Advisors, LLC More: the full row for Rock Point Advisors, LLC 380 $294K 0.08% 0 13F-HR Timeline Petersen Hastings Wealth Advisors Inc. More: the full row for Petersen Hastings Wealth Advisors Inc. 380 $294K 0.03% 0 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 379 $293K 0.06% +18 13F-HR Timeline Flatrock Wealth Partners LLC More: the full row for Flatrock Wealth Partners LLC 377 $291K 0.13% +24 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 377 $291K 0.01% +75 13F-HR Timeline Group FAMILY WEALTH PARTNERS, LLC More: the full row for FAMILY WEALTH PARTNERS, LLC 375 $290K 0.1% +48 13F-HR Timeline E Fund Management (Hong Kong) Co., Ltd. More: the full row for E Fund Management (Hong Kong) Co., Ltd. 374 $289K 0.13% +27 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 375 $289K 0.02% +14 13F-HR Timeline