NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 5,439 $585K 0.01% +319 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 4,885 $576K 0.03% -1,249 13F-HR Timeline TOKIO MARINE ASSET MANAGEMENT CO LTD in group TOKIO MARINE HOLDINGS, INC. More: the full row for TOKIO MARINE ASSET MANAGEMENT CO LTD 4,828 $569K 0.02% +229 13F-HR Timeline Group Lindenwold Advisors, INC More: the full row for Lindenwold Advisors, INC 4,751 $560K 0.26% +43 13F-HR Timeline Dynamic Technology Lab Private Ltd More: the full row for Dynamic Technology Lab Private Ltd 4,670 $550K 0.09% -4,130 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 4,643 $547K 0.01% -518 13F-HR Timeline Group Atlas Brown,Inc. More: the full row for Atlas Brown,Inc. 4,620 $545K 0.16% +20 13F-HR Timeline Clark Capital Management Group, Inc. More: the full row for Clark Capital Management Group, Inc. 4,607 $543K <0.01% -63 13F-HR Timeline SHELTON CAPITAL MANAGEMENT More: the full row for SHELTON CAPITAL MANAGEMENT 4,606 $543K 0.01% 0 13F-HR Timeline Astoria Portfolio Advisors LLC. More: the full row for Astoria Portfolio Advisors LLC. 4,692 $531K 0.14% -166 13F-HR Timeline Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 4,495 $530K -1,972 Timeline TRUST POINT INC. More: the full row for TRUST POINT INC. 4,442 $524K 0.04% +810 13F-HR Timeline Truepoint, Inc. More: the full row for Truepoint, Inc. 4,427 $522K 0.01% 0 13F-HR Timeline ARGONAUTICA PRIVATE WEALTH MANAGEMENT, … More: the full row for ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC 4,374 $516K 0.15% -48 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 4,358 $514K 0.03% new 13F-HR Timeline ALLSTATE CORP in group ALLSTATE CORP More: the full row for ALLSTATE CORP 4,330 $510K 0.01% new 13F-HR Timeline Group Blossom Wealth Management More: the full row for Blossom Wealth Management 4,273 $504K 0.81% +20 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 4,172 $492K <0.01% +202 13F-HR Timeline Ipswich Investment Management Co., Inc. More: the full row for Ipswich Investment Management Co., Inc. 4,150 $489K 0.11% 0 13F-HR Timeline Inscription Capital, LLC More: the full row for Inscription Capital, LLC 4,141 $488K 0.05% +141 13F-HR Timeline CIBC Asset Management Inc More: the full row for CIBC Asset Management Inc 4,140 $488K <0.01% 0 13F-HR Timeline Marble Harbor Investment Counsel, LLC More: the full row for Marble Harbor Investment Counsel, LLC 4,100 $483K 0.05% 0 13F-HR Timeline E. Ohman J:or Asset Management AB More: the full row for E. Ohman J:or Asset Management AB 4,100 $483K 0.01% 0 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 4,086 $482K 0.05% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Certified Advisory Corp More: the full row for Certified Advisory Corp 4,043 $477K 0.05% 0 13F-HR Timeline Point72 Asia (Singapore) Pte. Ltd. More: the full row for Point72 Asia (Singapore) Pte. Ltd. 3,994 $471K 0.07% -939 13F-HR Timeline Baldwin Investment Management, LLC More: the full row for Baldwin Investment Management, LLC 3,975 $469K 0.05% +275 13F-HR Timeline FRG Family Wealth Advisors LLC More: the full row for FRG Family Wealth Advisors LLC 3,900 $460K 0.07% 0 13F-HR Timeline Hartford Funds Management Co LLC More: the full row for Hartford Funds Management Co LLC 3,886 $458K 0.04% -160 13F-HR Timeline Lombard Odier Asset Management (USA) Co… More: the full row for Lombard Odier Asset Management (USA) Corp 3,853 $454K 0.1% new 13F-HR Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 3,847 $454K 0.01% -127 13F-HR Timeline Group R Squared Ltd More: the full row for R Squared Ltd 3,839 $453K 0.19% new 13F-HR Timeline REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 3,801 $448K <0.01% -144 13F-HR/A Timeline Group BOOTHBAY FUND MANAGEMENT, LLC More: the full row for BOOTHBAY FUND MANAGEMENT, LLC 3,797 $448K 0.01% +1,965 13F-HR Timeline GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 3,784 $446K 0.01% new 13F-HR Timeline JACOBS & CO/CA More: the full row for JACOBS & CO/CA 3,790 $446K 0.04% 0 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 3,737 $441K 0.01% +1 13F-HR Timeline Motley Fool Asset Management LLC in group Motley Fool Asset Management … More: the full row for Motley Fool Asset Management LLC 3,728 $439K 0.02% -49 13F-HR Timeline Group Procyon Advisors, LLC More: the full row for Procyon Advisors, LLC 3,663 $432K 0.03% +8 13F-HR Timeline DF DENT & CO INC More: the full row for DF DENT & CO INC 3,650 $430K 0.01% 0 13F-HR Timeline iA Global Asset Management Inc. More: the full row for iA Global Asset Management Inc. 3,620 $427K 0.01% +1,292 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 3,618 $426K 0.03% new 13F-HR Timeline ALPS ADVISORS INC in group ALPS ADVISORS INC More: the full row for ALPS ADVISORS INC 3,609 $425K <0.01% +481 13F-HR Timeline Group Archer Investment Corp More: the full row for Archer Investment Corp 3,598 $424K 0.1% +108 13F-HR Timeline Avantax Planning Partners, Inc. More: the full row for Avantax Planning Partners, Inc. 3,518 $415K 0.01% -23 13F-HR Timeline Vident Advisory, LLC in group Vident Advisory, LLC More: the full row for Vident Advisory, LLC 3,505 $413K <0.01% +53 13F-HR Timeline Group Meeder Advisory Services, Inc. in group Meeder Advisory Services, Inc. More: the full row for Meeder Advisory Services, Inc. 3,470 $409K 0.02% new 13F-HR Timeline Group Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 3,457 $408K <0.01% +188 13F-HR Timeline iSAM Funds (UK) Ltd in group iSAM Funds (UK) Ltd More: the full row for iSAM Funds (UK) Ltd 3,450 $407K 0.08% new 13F-HR Timeline Group 44 WEALTH MANAGEMENT LLC More: the full row for 44 WEALTH MANAGEMENT LLC 3,409 $402K 0.14% 0 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 3,408 $402K 0.03% -53 13F-HR Timeline OAK HILL WEALTH ADVISORS, LLC More: the full row for OAK HILL WEALTH ADVISORS, LLC 3,400 $401K 0.08% 0 13F-HR Timeline Hardin Capital Partners, LLC More: the full row for Hardin Capital Partners, LLC 3,375 $398K 0.21% 0 13F-HR Timeline BRADLEY FOSTER & SARGENT INC/CT More: the full row for BRADLEY FOSTER & SARGENT INC/CT 3,341 $394K 0.01% -67 13F-HR Timeline Destination Wealth Management More: the full row for Destination Wealth Management 3,326 $392K 0.01% -27 13F-HR Timeline BSW Wealth Partners More: the full row for BSW Wealth Partners 3,321 $392K 0.05% new 13F-HR Timeline Blueshift Asset Management, LLC More: the full row for Blueshift Asset Management, LLC 3,254 $384K 0.12% -1,468 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 3,230 $381K 0.01% 0 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 3,208 $378K 0.01% +1 13F-HR Timeline FSM Wealth Advisors, LLC More: the full row for FSM Wealth Advisors, LLC 3,205 $378K 0.05% +13 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 3,142 $370K <0.01% +1,104 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 3,140 $370K 0.01% +256 13F-HR Timeline Group Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 3,143 $370K 0.01% +247 13F-HR Timeline Group Schonfeld Strategic Advisors LLC More: the full row for Schonfeld Strategic Advisors LLC 3,110 $367K <0.01% +1,243 13F-HR Timeline Reliant Investment Partners, LLC More: the full row for Reliant Investment Partners, LLC 3,117 $364K 0.29% 0 13F-HR Timeline Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 3,069 $362K 0.01% +1,232 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 3,064 $361K <0.01% +1,074 13F-HR Timeline PharVision Advisers, LLC More: the full row for PharVision Advisers, LLC 3,054 $360K 0.2% +863 13F-HR Timeline EagleClaw Capital Managment, LLC More: the full row for EagleClaw Capital Managment, LLC 3,050 $360K 0.05% 0 13F-HR Timeline STRS OHIO More: the full row for STRS OHIO 3,040 $358K <0.01% -13,575 13F-HR Timeline First Commonwealth Financial Corp /PA/ in group First Commonwealth Financial … More: the full row for First Commonwealth Financial Corp /PA/ 3,019 $356K 0.06% +19 13F-HR Timeline Group PHILADELPHIA TRUST CO More: the full row for PHILADELPHIA TRUST CO 3,000 $354K 0.02% 0 13F-HR Timeline Breakwater Capital Group More: the full row for Breakwater Capital Group 3,000 $354K 0.05% 0 13F-HR Timeline RMR Wealth Builders More: the full row for RMR Wealth Builders 2,999 $354K 0.03% 0 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 2,970 $350K 0.01% +75 13F-HR Timeline Group DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 2,967 $350K <0.01% 0 13F-HR Timeline TOWNSQUARE CAPITAL LLC More: the full row for TOWNSQUARE CAPITAL LLC 2,964 $349K 0.05% -803 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 2,946 $347K 0.01% +376 13F-HR Timeline FourThought Financial Partners, LLC More: the full row for FourThought Financial Partners, LLC 2,945 $347K 0.03% new 13F-HR Timeline HUNTER ASSOCIATES INVESTMENT MANAGEMENT… More: the full row for HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC 2,941 $347K 0.05% 0 13F-HR Timeline PROFUND ADVISORS LLC More: the full row for PROFUND ADVISORS LLC 2,943 $347K 0.01% +136 13F-HR Timeline 3Chopt Investment Partners, LLC More: the full row for 3Chopt Investment Partners, LLC 2,928 $345K 0.08% 0 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 2,925 $345K 0.06% -9 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 2,923 $345K 0.04% -10 13F-HR Timeline 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 2,923 $345K 0.01% 0 13F-HR Timeline Group MQS Management LLC More: the full row for MQS Management LLC 2,907 $343K 0.2% -3,780 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 2,907 $343K <0.01% -152 13F-HR Timeline CARY STREET PARTNERS ASSET MANAGEMENT L… group of 2 filers holding More: the full row for CARY STREET PARTNERS ASSET MANAGEMENT LLC 2,892 $341K +38 Timeline Cordatus Wealth Management LLC More: the full row for Cordatus Wealth Management LLC 2,889 $341K 0.08% +1 13F-HR Timeline WBI INVESTMENTS, LLC in group WBI INVESTMENTS, LLC More: the full row for WBI INVESTMENTS, LLC 2,884 $340K 0.09% new 13F-HR Timeline Group Widmann Financial Services, Inc. More: the full row for Widmann Financial Services, Inc. 2,860 $337K 0.21% 0 13F-HR Timeline EVERPAR ADVISORS LLC More: the full row for EVERPAR ADVISORS LLC 2,827 $333K 0.13% -128 13F-HR Timeline Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 2,824 $333K 0.02% +525 13F-HR Timeline Versor Investments LP More: the full row for Versor Investments LP 2,818 $332K 0.06% new 13F-HR Timeline GREAT VALLEY ADVISOR GROUP, INC. in group GREAT VALLEY ADVISOR GROUP, I… More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 2,808 $331K 0.01% +1 13F-HR Timeline Group Callan Family Office, LLC More: the full row for Callan Family Office, LLC 2,801 $330K 0.01% -1,595 13F-HR Timeline KMG FIDUCIARY PARTNERS, LLC More: the full row for KMG FIDUCIARY PARTNERS, LLC 2,797 $330K 0.02% +16 13F-HR Timeline DEBUSSY CAPITAL MANAGEMENT LP More: the full row for DEBUSSY CAPITAL MANAGEMENT LP 2,741 $323K 0.05% 0 13F-HR Timeline KIRTLAND HILLS CAPITAL MANAGEMENT, LLC More: the full row for KIRTLAND HILLS CAPITAL MANAGEMENT, LLC 2,739 $323K 0.13% +2 13F-HR Timeline B. Metzler seel. Sohn & Co. AG in group B. Metzler seel. Sohn & Co. AG More: the full row for B. Metzler seel. Sohn & Co. AG 2,730 $322K <0.01% 0 13F-HR Timeline Group Keel Point, LLC More: the full row for Keel Point, LLC 2,694 $318K 0.02% -206 13F-HR Timeline Empower Advisory Group, LLC in group Empower Annuity Insurance Co … More: the full row for Empower Advisory Group, LLC 2,670 $315K <0.01% new 13F-HR Timeline Group Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 2,660 $314K 0.01% 0 13F-HR Timeline Inspire Investing, LLC in group Inspire Investing, LLC More: the full row for Inspire Investing, LLC 2,627 $310K 0.03% +76 13F-HR Timeline Group SAPIENT CAPITAL LLC More: the full row for SAPIENT CAPITAL LLC 2,640 $309K <0.01% 0 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 2,607 $307K 0.02% +259 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 2,503 $295K <0.01% -59 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 2,501 $295K <0.01% +200 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. XML Financial, LLC More: the full row for XML Financial, LLC 2,500 $295K 0.02% 0 13F-HR Timeline Horizon Wealth Management, LLC More: the full row for Horizon Wealth Management, LLC 2,479 $292K 0.04% +19 13F-HR Timeline Strive Asset Management, LLC More: the full row for Strive Asset Management, LLC 2,467 $291K 0.16% -298 13F-HR/A Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 2,454 $289K <0.01% +1 13F-HR/A Timeline Group HTG Investment Advisors, Inc. More: the full row for HTG Investment Advisors, Inc. 2,425 $286K 0.1% 0 13F-HR Timeline CenterStar Asset Management, LLC More: the full row for CenterStar Asset Management, LLC 2,401 $283K 0.54% new 13F-HR Timeline Cadent Capital Advisors, LLC More: the full row for Cadent Capital Advisors, LLC 2,393 $282K 0.07% -912 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 2,362 $278K 0.01% new 13F-HR Timeline DAGCO, INC. More: the full row for DAGCO, INC. 2,359 $278K 0.07% +4 13F-HR Timeline Kohmann Bosshard Financial Services, LLC More: the full row for Kohmann Bosshard Financial Services, LLC 2,319 $273K 0.03% 0 13F-HR Timeline NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 2,315 $273K 0.03% -203 13F-HR Timeline SG Americas Securities, LLC More: the full row for SG Americas Securities, LLC 2,305 $272K <0.01% -8,207 13F-HR Timeline INVESTMENT HOUSE LLC More: the full row for INVESTMENT HOUSE LLC 2,275 $268K 0.01% 0 13F-HR Timeline Argyle Capital Partners, LLC More: the full row for Argyle Capital Partners, LLC 2,264 $267K 0.19% 0 13F-HR Timeline EUBEL BRADY & SUTTMAN ASSET MANAGEMENT … More: the full row for EUBEL BRADY & SUTTMAN ASSET MANAGEMENT INC 2,254 $266K 0.03% new 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 2,252 $266K <0.01% +256 13F-HR Timeline Group FIRST AMERICAN BANK More: the full row for FIRST AMERICAN BANK 2,250 $265K 0.02% 0 13F-HR Timeline Reynders McVeigh Capital Management, LLC More: the full row for Reynders McVeigh Capital Management, LLC 2,250 $265K 0.01% 0 13F-HR Timeline Vestcor Inc More: the full row for Vestcor Inc 2,247 $265K 0.01% 0 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 2,238 $264K 0.02% 0 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 2,234 $263K <0.01% 0 13F-HR Timeline Prasad Wealth Partners, LLC More: the full row for Prasad Wealth Partners, LLC 2,232 $263K 0.07% +9 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 2,230 $263K 0.01% -281 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 2,226 $262K 0.01% new 13F-HR Timeline Rafferty Asset Management, LLC More: the full row for Rafferty Asset Management, LLC 2,218 $261K <0.01% -23 13F-HR Timeline UniSuper Management Pty Ltd More: the full row for UniSuper Management Pty Ltd 2,200 $259K <0.01% 0 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 2,272 $257K 0.03% +1 13F-HR Timeline Cornerstone Investment Partners, LLC More: the full row for Cornerstone Investment Partners, LLC 2,163 $255K 0.01% +3 13F-HR Timeline Choate Investment Advisors More: the full row for Choate Investment Advisors 2,128 $251K 0.01% 0 13F-HR Timeline PANAGORA ASSET MANAGEMENT INC More: the full row for PANAGORA ASSET MANAGEMENT INC 2,120 $250K <0.01% 0 13F-HR Timeline ONE WEALTH CAPITAL MANAGEMENT, LLC More: the full row for ONE WEALTH CAPITAL MANAGEMENT, LLC 2,120 $250K 0.11% +100 13F-HR Timeline Tidal Investments LLC in group Tidal Investments LLC More: the full row for Tidal Investments LLC 2,117 $250K <0.01% -1,386 13F-HR Timeline Group Independent Advisor Alliance More: the full row for Independent Advisor Alliance 2,115 $249K 0.01% -131 13F-HR Timeline Hennion & Walsh Asset Management, Inc. More: the full row for Hennion & Walsh Asset Management, Inc. 2,088 $246K 0.01% -42 13F-HR Timeline NEVILLE RODIE & SHAW INC More: the full row for NEVILLE RODIE & SHAW INC 2,086 $246K 0.02% 0 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 2,067 $244K <0.01% -337 13F-HR Timeline DEAN INVESTMENT ASSOCIATES, LLC in group DEAN INVESTMENT ASSOCIATES, L… More: the full row for DEAN INVESTMENT ASSOCIATES, LLC 2,057 $242K 0.03% -41 13F-HR Timeline Group TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 2,057 $242K 0.02% 0 13F-HR Timeline LS Investment Advisors, LLC More: the full row for LS Investment Advisors, LLC 2,050 $242K 0.03% 0 13F-HR Timeline Somerset Trust Co More: the full row for Somerset Trust Co 2,047 $241K 0.07% -25 13F-HR Timeline Charter Capital Management, LLC\DE More: the full row for Charter Capital Management, LLC\DE 2,021 $238K 0.13% 0 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 2,012 $237K <0.01% +125 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 2,002 $236K <0.01% +626 13F-HR Timeline DUNCKER STREETT & CO INC More: the full row for DUNCKER STREETT & CO INC 2,000 $236K 0.04% 0 13F-HR Timeline NTV Asset Management LLC More: the full row for NTV Asset Management LLC 2,000 $236K 0.03% new 13F-HR Timeline CFS Investment Advisory Services, LLC More: the full row for CFS Investment Advisory Services, LLC 2,085 $232K 0.02% 0 13F-HR Timeline Putney Financial Group LLC More: the full row for Putney Financial Group LLC 1,961 $231K 0.23% 0 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 1,955 $230K 0.02% -40 13F-HR Timeline FERGUSON WELLMAN CAPITAL MANAGEMENT, INC More: the full row for FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 1,939 $229K <0.01% 0 13F-HR Timeline KLCM Advisors, Inc. More: the full row for KLCM Advisors, Inc. 1,933 $228K 0.02% 0 13F-HR Timeline UNIVEST FINANCIAL Corp in group UNIVEST FINANCIAL Corp More: the full row for UNIVEST FINANCIAL Corp 1,923 $227K 0.01% 0 13F-HR Timeline Group Ellevest, Inc. More: the full row for Ellevest, Inc. 1,904 $224K 0.03% new 13F-HR Timeline CHILTON CAPITAL MANAGEMENT LLC More: the full row for CHILTON CAPITAL MANAGEMENT LLC 1,893 $223K 0.01% 0 13F-HR Timeline FLPUTNAM INVESTMENT MANAGEMENT CO More: the full row for FLPUTNAM INVESTMENT MANAGEMENT CO 1,882 $222K <0.01% -200 13F-HR Timeline ARBOR TRUST WEALTH ADVISORS, LLC More: the full row for ARBOR TRUST WEALTH ADVISORS, LLC 1,850 $218K 0.1% 0 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 1,847 $218K 0.01% 0 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 1,844 $217K <0.01% +1 13F-HR Timeline Sandy Cove Advisors, LLC More: the full row for Sandy Cove Advisors, LLC 1,840 $217K 0.07% 0 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 1,817 $214K <0.01% new 13F-HR/A Timeline Bryce Point Capital, LLC More: the full row for Bryce Point Capital, LLC 1,797 $212K 0.26% new 13F-HR Timeline Voleon Capital Management LP More: the full row for Voleon Capital Management LP 1,794 $211K 0.01% -1,637 13F-HR Timeline Rice Partnership, LLC More: the full row for Rice Partnership, LLC 1,780 $210K 0.03% new 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 1,778 $210K <0.01% new 13F-HR Timeline Vontobel Holding Ltd. in group Vontobel Holding Ltd. More: the full row for Vontobel Holding Ltd. 1,761 $208K <0.01% new 13F-HR Timeline Group Siemens Fonds Invest GmbH More: the full row for Siemens Fonds Invest GmbH 1,759 $207K 0.01% -17 13F-HR Timeline Beirne Wealth Consulting Services, LLC More: the full row for Beirne Wealth Consulting Services, LLC 1,758 $207K 0.05% new 13F-HR Timeline Quarry LP More: the full row for Quarry LP 1,754 $207K 0.05% +1,030 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 1,751 $206K 0.01% new 13F-HR Timeline Florida Trust Wealth Management Co More: the full row for Florida Trust Wealth Management Co 1,750 $206K 0.01% new 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 1,728 $204K 0.01% new 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 1,722 $203K 0.01% 0 13F-HR Timeline Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 1,726 $201K 0.01% new 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 1,644 $194K 0.02% 0 13F-HR Timeline ROWLANDMILLER & PARTNERS.ADV More: the full row for ROWLANDMILLER & PARTNERS.ADV 1,642 $194K 0.04% +7 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 1,551 $183K 0.02% 0 13F-HR Timeline MeadowBrook Investment Advisors LLC More: the full row for MeadowBrook Investment Advisors LLC 1,515 $179K 0.15% 0 13F-HR Timeline Stephens Consulting, LLC More: the full row for Stephens Consulting, LLC 1,506 $178K 0.06% -5 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 1,503 $177K <0.01% +240 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 1,405 $166K 0.01% +191 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 1,357 $160K <0.01% -688 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 1,351 $159K <0.01% -45 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 1,342 $157K 0.01% +307 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 1,328 $156K 0.01% 0 13F-HR Timeline First Eagle Investment Management, LLC in group First Eagle Investment Manage… More: the full row for First Eagle Investment Management, LLC 1,315 $155K <0.01% -286,748 13F-HR Timeline Group PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 1,236 $146K 0.01% -25 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 1,150 $136K 0.02% 0 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 1,129 $133K <0.01% +57 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 1,129 $133K <0.01% +34 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 1,114 $132K <0.01% +268 13F-HR Timeline Group OSSIAM More: the full row for OSSIAM 1,073 $126K <0.01% -1,623 13F-HR Timeline Palisade Asset Management, LLC More: the full row for Palisade Asset Management, LLC 1,053 $124K 0.01% new 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 1,048 $124K <0.01% 0 13F-HR Timeline Group