West Family Investments, Inc. More: the full row for West Family Investments, Inc. 24,921 $1.78M 0.4% +503 13F-HR Timeline Phoenix Financial Ltd. in group Phoenix Financial Ltd. More: the full row for Phoenix Financial Ltd. 77,601 $1.77M 0.02% +53,101 13F-HR/A Timeline Group INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 24,754 $1.77M 0.12% -1,018 13F-HR Timeline Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 24,639 $1.76M 0.03% +187 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 23,769 $1.76M 0.19% -5,187 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 24,613 $1.76M 0.08% -764 13F-HR Timeline HOWE & RUSLING INC More: the full row for HOWE & RUSLING INC 24,445 $1.75M 0.12% -85 13F-HR Timeline Cohen Capital Management, Inc. More: the full row for Cohen Capital Management, Inc. 24,200 $1.73M 0.27% 0 13F-HR Timeline Range Financial Group LLC More: the full row for Range Financial Group LLC 24,101 $1.72M 0.62% -604 13F-HR Timeline Greystone Financial Group, LLC More: the full row for Greystone Financial Group, LLC 24,079 $1.72M 0.27% +261 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 24,073 $1.72M 0.02% +603 13F-HR Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 24,047 $1.72M 0.08% -295 13F-HR Timeline HIGHLAND CAPITAL MANAGEMENT, LLC More: the full row for HIGHLAND CAPITAL MANAGEMENT, LLC 24,036 $1.72M 0.09% +2,875 13F-HR Timeline SHUFRO ROSE & CO LLC More: the full row for SHUFRO ROSE & CO LLC 23,314 $1.71M 0.14% -200 13F-HR Timeline MACQUARIE GROUP LTD in group MACQUARIE GROUP LTD More: the full row for MACQUARIE GROUP LTD 23,798 $1.7M <0.01% +19,053 13F-HR Timeline Group RFG - Bristol Wealth Advisors, LLC More: the full row for RFG - Bristol Wealth Advisors, LLC 23,658 $1.69M 0.49% 0 13F-HR Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 23,632 $1.69M 0.02% +318 13F-HR Timeline PARK NATIONAL CORP /OH/ More: the full row for PARK NATIONAL CORP /OH/ 23,459 $1.68M 0.05% +243 13F-HR Timeline Game Creek Capital, LP More: the full row for Game Creek Capital, LP 23,250 $1.66M 0.71% -2,625 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 23,152 $1.66M 0.06% -767 13F-HR Timeline FOSTER & MOTLEY INC More: the full row for FOSTER & MOTLEY INC 23,145 $1.66M 0.09% -1,563 13F-HR Timeline BROOKS, MOORE & ASSOCIATES, INC. More: the full row for BROOKS, MOORE & ASSOCIATES, INC. 23,143 $1.66M 0.84% -5,425 13F-HR Timeline Howard Capital Management, LLC More: the full row for Howard Capital Management, LLC 22,959 $1.64M 0.02% +3,557 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 22,877 $1.64M 0.03% +2,324 13F-HR Timeline Baker Ellis Asset Management LLC More: the full row for Baker Ellis Asset Management LLC 22,793 $1.63M 0.2% +3,393 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 22,767 $1.63M 0.4% -179 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. 22,745 $1.63M 0.03% +2,600 13F-HR Timeline Group Garrett Wealth Advisory Group, LLC More: the full row for Garrett Wealth Advisory Group, LLC 22,679 $1.62M 0.32% +1 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 22,577 $1.61M 0.02% +896 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 22,474 $1.61M 0.11% +262 13F-HR Timeline RHUMBLINE ADVISERS More: the full row for RHUMBLINE ADVISERS 22,444 $1.61M <0.01% -2,941 13F-HR Timeline EXCALIBUR MANAGEMENT CORP More: the full row for EXCALIBUR MANAGEMENT CORP 22,292 $1.59M 0.58% +15 13F-HR Timeline Stonegate Investment Group, LLC More: the full row for Stonegate Investment Group, LLC 22,181 $1.59M 0.04% +1,156 13F-HR Timeline SIG BROKERAGE, LP More: the full row for SIG BROKERAGE, LP 22,144 $1.58M 0.4% new 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 22,066 $1.58M 0.02% +3,968 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 21,953 $1.57M 0.08% +1,155 13F-HR Timeline Group Allspring Global Investments Holdings, … in group Allspring Global Investments … More: the full row for Allspring Global Investments Holdings, LLC 21,567 $1.56M <0.01% +1,957 13F-HR Timeline Group Herold Advisors, Inc. More: the full row for Herold Advisors, Inc. 21,806 $1.56M 0.36% +8 13F-HR Timeline SCP Investment, LP More: the full row for SCP Investment, LP 21,800 $1.56M 1.26% +5,000 13F-HR Timeline Coppell Advisory Solutions LLC More: the full row for Coppell Advisory Solutions LLC 21,368 $1.55M 0.16% -2,171 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 21,469 $1.54M 0.04% -427 13F-HR Timeline LOWE BROCKENBROUGH & CO INC More: the full row for LOWE BROCKENBROUGH & CO INC 21,314 $1.52M 0.08% -419 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 21,257 $1.52M 0.08% -624 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 21,235 $1.52M 0.02% -190 13F-HR Timeline SENTINEL TRUST CO LBA More: the full row for SENTINEL TRUST CO LBA 21,037 $1.5M 0.15% -6,713 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 20,947 $1.5M 0.31% -184 13F-HR Timeline Old Port Advisors More: the full row for Old Port Advisors 20,816 $1.49M 0.38% +5,446 13F-HR Timeline GM Advisory Group, LLC More: the full row for GM Advisory Group, LLC 20,705 $1.48M 0.06% 0 13F-HR Timeline COOKSON PEIRCE & CO INC More: the full row for COOKSON PEIRCE & CO INC 20,468 $1.46M 0.06% +136 13F-HR Timeline Red Spruce Capital, LLC More: the full row for Red Spruce Capital, LLC 20,314 $1.45M 0.59% -228 13F-HR Timeline Barry Investment Advisors, LLC More: the full row for Barry Investment Advisors, LLC 20,314 $1.45M 0.33% -144 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 20,268 $1.45M <0.01% -90,839 13F-HR Timeline Group JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 20,145 $1.44M 0.01% -4,843 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 19,980 $1.43M 0.01% +1,301 13F-HR/A Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 19,928 $1.43M 0.02% -347 13F-HR Timeline BEESE FULMER INVESTMENT MANAGEMENT, INC. More: the full row for BEESE FULMER INVESTMENT MANAGEMENT, INC. 19,903 $1.42M 0.1% 0 13F-HR Timeline CHILTON CAPITAL MANAGEMENT LLC More: the full row for CHILTON CAPITAL MANAGEMENT LLC 19,794 $1.42M 0.05% -2,204 13F-HR Timeline Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 19,778 $1.41M 0.09% +3,345 13F-HR Timeline Recurrent Investment Advisors LLC More: the full row for Recurrent Investment Advisors LLC 53,120 $1.41M 0.11% +529 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 19,561 $1.4M 0.08% -808 13F-HR Timeline Israel Discount Bank of New York More: the full row for Israel Discount Bank of New York 19,424 $1.39M 4.11% 0 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 19,421 $1.39M 0.02% +2,851 13F-HR Timeline Ipswich Investment Management Co., Inc. More: the full row for Ipswich Investment Management Co., Inc. 19,409 $1.39M 0.32% 0 13F-HR Timeline Victrix Investment Advisors More: the full row for Victrix Investment Advisors 19,356 $1.38M 0.76% +1,001 13F-HR Timeline Manske Wealth Management More: the full row for Manske Wealth Management 19,329 $1.38M 0.42% +4 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 18,980 $1.38M 0.09% +3,377 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 19,111 $1.37M 0.63% +24 13F-HR Timeline Solstein Capital, LLC More: the full row for Solstein Capital, LLC 19,071 $1.36M 0.62% 0 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 19,048 $1.36M 0.06% -323 13F-HR Timeline MIdWestOne Financial Group, Inc. More: the full row for MIdWestOne Financial Group, Inc. 18,803 $1.34M 0.16% -27 13F-HR Timeline Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 18,793 $1.34M 0.02% -3,367 13F-HR Timeline Unified Investment Management More: the full row for Unified Investment Management 18,763 $1.34M 1.34% -233 13F-HR Timeline Blackstone Inc. in group Blackstone Inc. More: the full row for Blackstone Inc. 18,737 $1.34M 0.01% new 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. VOLORIDGE INVESTMENT MANAGEMENT, LLC More: the full row for VOLORIDGE INVESTMENT MANAGEMENT, LLC 18,446 $1.32M <0.01% new 13F-HR Timeline CULLEN INVESTMENT GROUP, LTD. More: the full row for CULLEN INVESTMENT GROUP, LTD. 17,886 $1.31M 0.17% -438 13F-HR Timeline LOUISBOURG INVESTMENTS INC. More: the full row for LOUISBOURG INVESTMENTS INC. 18,290 $1.31M 0.29% 0 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 18,231 $1.3M 0.01% +1,819 13F-HR/A Timeline Group Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 18,208 $1.3M 0.06% +3,415 13F-HR Timeline GREENLEAF TRUST More: the full row for GREENLEAF TRUST 18,086 $1.29M 0.01% -515 13F-HR Timeline Gradient Investments LLC in group Gradient Investments LLC More: the full row for Gradient Investments LLC 17,952 $1.28M 0.02% +6,509 13F-HR Timeline Group Coastal Bridge Advisors, LLC More: the full row for Coastal Bridge Advisors, LLC 17,819 $1.27M 0.1% +439 13F-HR Timeline Leo Wealth, LLC More: the full row for Leo Wealth, LLC 17,794 $1.27M 0.17% +13,054 13F-HR Timeline Next Level Private LLC More: the full row for Next Level Private LLC 17,108 $1.27M 0.37% +62 13F-HR Timeline Evelyn Partners Group Ltd group of 3 filers holding More: the full row for Evelyn Partners Group Ltd 17,751 $1.27M 0 Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 17,607 $1.26M 0.01% -67 13F-HR Timeline WealthTrust Axiom LLC More: the full row for WealthTrust Axiom LLC 17,530 $1.25M 0.34% -774 13F-HR Timeline Chicago Capital, LLC More: the full row for Chicago Capital, LLC 17,522 $1.25M 0.03% +12,420 13F-HR Timeline ROYAL LONDON ASSET MANAGEMENT LTD More: the full row for ROYAL LONDON ASSET MANAGEMENT LTD 17,389 $1.24M <0.01% +187 13F-HR Timeline Midwest Trust Co More: the full row for Midwest Trust Co 17,283 $1.24M 0.02% -4,116 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 17,282 $1.24M 0.02% new 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 17,185 $1.24M 0.03% +859 13F-HR/A Timeline Poehling Capital Management, INC. More: the full row for Poehling Capital Management, INC. 17,160 $1.23M 0.26% -63 13F-HR Timeline MOODY NATIONAL BANK TRUST DIVISION in group MOODY NATIONAL BANK TRUST DIV… More: the full row for MOODY NATIONAL BANK TRUST DIVISION 17,086 $1.22M 0.1% +101 13F-HR Timeline Group LORING WOLCOTT & COOLIDGE FIDUCIARY ADV… More: the full row for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 15,917 $1.21M 0.01% -500 13F-HR Timeline Brevan Howard Capital Management LP in group Brevan Howard Capital Managem… More: the full row for Brevan Howard Capital Management LP 16,559 $1.18M 0.02% new 13F-HR Timeline Group Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 16,542 $1.18M 0.01% -919 13F-HR Timeline LSV ASSET MANAGEMENT More: the full row for LSV ASSET MANAGEMENT 16,500 $1.18M <0.01% -400 13F-HR Timeline AUXIER ASSET MANAGEMENT LLC More: the full row for AUXIER ASSET MANAGEMENT LLC 16,451 $1.18M 0.16% +300 13F-HR Timeline Nicholas Hoffman & Company, LLC. More: the full row for Nicholas Hoffman & Company, LLC. 16,386 $1.17M 0.03% -87 13F-HR Timeline Apexium Financial, LP More: the full row for Apexium Financial, LP 16,386 $1.17M 0.06% +8 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 16,366 $1.17M 0.02% +623 13F-HR Timeline Glenview Trust Co More: the full row for Glenview Trust Co 16,362 $1.17M 0.02% -260 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 16,240 $1.16M 0.02% +8,391 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 16,178 $1.16M 0.02% +932 13F-HR Timeline THOMPSON SIEGEL & WALMSLEY LLC More: the full row for THOMPSON SIEGEL & WALMSLEY LLC 16,020 $1.15M 0.02% 0 13F-HR Timeline MARIETTA INVESTMENT PARTNERS LLC More: the full row for MARIETTA INVESTMENT PARTNERS LLC 15,924 $1.14M 0.22% 0 13F-HR Timeline Perpetual Ltd in group Perpetual Ltd More: the full row for Perpetual Ltd 15,839 $1.13M 0.01% 0 13F-HR Timeline Group Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 15,819 $1.13M 0.02% -878 13F-HR Timeline Rodgers Brothers Inc. More: the full row for Rodgers Brothers Inc. 15,775 $1.13M 0.14% -1,150 13F-HR Timeline Madison Asset Management, LLC in group Madison Asset Management, LLC More: the full row for Madison Asset Management, LLC 15,563 $1.11M 0.01% -3,617 13F-HR Timeline Group Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 15,494 $1.11M 0.15% new 13F-HR Timeline NorthCoast Asset Management LLC More: the full row for NorthCoast Asset Management LLC 15,376 $1.1M <0.01% -13,564 13F-HR Timeline JARISLOWSKY, FRASER Ltd More: the full row for JARISLOWSKY, FRASER Ltd 15,220 $1.09M 0.01% -400 13F-HR Timeline SOL Capital Management CO More: the full row for SOL Capital Management CO 15,208 $1.09M 0.1% -22 13F-HR Timeline Texas Yale Capital Corp. More: the full row for Texas Yale Capital Corp. 15,123 $1.08M 0.03% -1,435 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 15,091 $1.08M 0.01% -2,105 13F-HR Timeline COWA, LLC More: the full row for COWA, LLC 15,043 $1.08M 0.36% -480 13F-HR Timeline Hartree Partners, LP More: the full row for Hartree Partners, LP 15,000 $1.07M 0.37% 0 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 14,930 $1.07M 0.05% +35 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 14,901 $1.07M 0.01% +1,887 13F-HR Timeline Sendero Wealth Management, LLC More: the full row for Sendero Wealth Management, LLC 14,899 $1.07M 0.12% -5,590 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 14,880 $1.06M 0.07% +388 13F-HR Timeline KING LUTHER CAPITAL MANAGEMENT CORP More: the full row for KING LUTHER CAPITAL MANAGEMENT CORP 14,854 $1.06M <0.01% -876 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 14,843 $1.06M 0.1% +21 13F-HR Timeline SWEENEY & MICHEL, LLC More: the full row for SWEENEY & MICHEL, LLC 14,796 $1.06M 0.36% -366 13F-HR Timeline Avantra Family Wealth, Inc. More: the full row for Avantra Family Wealth, Inc. 14,765 $1.06M 0.79% +930 13F-HR Timeline Cyndeo Wealth Partners, LLC More: the full row for Cyndeo Wealth Partners, LLC 14,617 $1.05M 0.06% -122 13F-HR Timeline Qtron Investments LLC More: the full row for Qtron Investments LLC 14,528 $1.04M 0.13% 0 13F-HR Timeline AMERICAN FINANCIAL GROUP INC in group AMERICAN FINANCIAL GROUP INC More: the full row for AMERICAN FINANCIAL GROUP INC 14,500 $1.04M 0.4% 0 13F-HR Timeline Group Abel Hall, LLC More: the full row for Abel Hall, LLC 14,477 $1.04M 0.42% -85 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 14,471 $1.04M 0.13% -420 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 14,411 $1.03M <0.01% +114 13F-HR/A Timeline Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 14,325 $1.02M 0.02% +225 13F-HR Timeline Group AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 14,285 $1.02M 0.03% +8,162 13F-HR Timeline Great Diamond Partners, LLC More: the full row for Great Diamond Partners, LLC 14,265 $1.02M 0.2% -229 13F-HR Timeline Summit Trail Advisors, LLC More: the full row for Summit Trail Advisors, LLC 14,249 $1.02M 0.01% +504 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 14,183 $1.01M 0.01% -3,154 13F-HR Timeline Group IFP Advisors, Inc More: the full row for IFP Advisors, Inc 14,147 $1.01M 0.03% -249 13F-HR/A Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 14,137 $1.01M 0.04% +1,011 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 14,127 $1.01M 0.02% +907 13F-HR Timeline W1M Asset Management Ltd More: the full row for W1M Asset Management Ltd 14,125 $1.01M 0.07% -1,535 13F-HR Timeline Hayek Kallen Investment Management More: the full row for Hayek Kallen Investment Management 14,018 $1M 0.32% +18 13F-HR Timeline NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 13,981 $1000K 0.1% +975 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 13,979 $1000K 0.04% -133 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 13,793 $987K 0.06% +155 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 13,774 $985K 0.01% +10,382 13F-HR Timeline LEE DANNER & BASS INC More: the full row for LEE DANNER & BASS INC 13,703 $980K 0.07% +100 13F-HR Timeline Traynor Capital Management, Inc. More: the full row for Traynor Capital Management, Inc. 13,689 $979K 0.06% -111 13F-HR Timeline BECK MACK & OLIVER LLC More: the full row for BECK MACK & OLIVER LLC 13,647 $976K 0.02% 0 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 13,510 $966K 0.01% +1,249 13F-HR Timeline Guerra Advisors Inc More: the full row for Guerra Advisors Inc 13,301 $951K 0.35% new 13F-HR Timeline Strategic Global Advisors, LLC More: the full row for Strategic Global Advisors, LLC 13,262 $949K 0.14% -1,174 13F-HR Timeline SAGE RHINO CAPITAL LLC More: the full row for SAGE RHINO CAPITAL LLC 13,261 $949K 0.18% -14 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 13,192 $944K 0.02% +444 13F-HR Timeline HOWLAND CAPITAL MANAGEMENT LLC More: the full row for HOWLAND CAPITAL MANAGEMENT LLC 13,149 $941K 0.04% -2,400 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 13,114 $938K 0.03% -2,881 13F-HR Timeline May Hill Capital, LLC More: the full row for May Hill Capital, LLC 13,089 $936K 0.27% +1,366 13F-HR Timeline EQUITABLE TRUST CO More: the full row for EQUITABLE TRUST CO 13,020 $931K 0.04% 0 13F-HR Timeline Crescent Sterling, Ltd. More: the full row for Crescent Sterling, Ltd. 12,928 $925K 0.97% -1,245 13F-HR Timeline Intrua Financial, LLC More: the full row for Intrua Financial, LLC 12,917 $924K 0.11% +1,196 13F-HR Timeline PIN OAK INVESTMENT ADVISORS INC More: the full row for PIN OAK INVESTMENT ADVISORS INC 12,874 $921K 0.66% +616 13F-HR Timeline EPG Wealth Management LLC More: the full row for EPG Wealth Management LLC 12,804 $916K 0.25% +93 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 12,656 $905K 0.02% -793 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 12,637 $904K 0.04% +7,376 13F-HR Timeline One Wealth Advisors, LLC More: the full row for One Wealth Advisors, LLC 12,611 $902K 0.11% -504 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 12,615 $902K <0.01% +922 13F-HR Timeline Group CLIFFORD SWAN INVESTMENT COUNSEL LLC More: the full row for CLIFFORD SWAN INVESTMENT COUNSEL LLC 12,536 $897K 0.03% -1,725 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 12,429 $889K 0.02% +529 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 12,407 $887K 0.07% +1,583 13F-HR Timeline Chesley Taft & Associates LLC More: the full row for Chesley Taft & Associates LLC 12,308 $880K 0.04% -1,855 13F-HR Timeline Everstar Asset Management, LLC More: the full row for Everstar Asset Management, LLC 12,308 $880K 0.5% +6,649 13F-HR Timeline FIRST NATIONAL BANK OF OMAHA in group FIRST NATIONAL BANK OF OMAHA More: the full row for FIRST NATIONAL BANK OF OMAHA 12,300 $880K 0.06% -377 13F-HR Timeline Group Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 12,203 $873K 0.06% -2,325 13F-HR Timeline SPX Gestao de Recursos Ltda in group SPX Gestao de Recursos Ltda More: the full row for SPX Gestao de Recursos Ltda 12,198 $873K 0.07% new 13F-HR Timeline Group Lebenthal Global Advisors, LLC in group Lebenthal Global Advisors, LLC More: the full row for Lebenthal Global Advisors, LLC 12,167 $870K 0.15% +943 13F-HR Timeline Group Alhambra Investment Management LLC More: the full row for Alhambra Investment Management LLC 12,166 $870K 0.41% -120 13F-HR Timeline Empirical Financial Services, LLC d.b.a… More: the full row for Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 12,086 $865K 0.02% +4,922 13F-HR Timeline Brucke Financial, Inc. More: the full row for Brucke Financial, Inc. 11,520 $863K 0.51% +1,008 13F-HR Timeline HANCOCK WHITNEY CORP More: the full row for HANCOCK WHITNEY CORP 12,004 $859K 0.02% -3,377 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 11,971 $856K 0.12% -199 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 11,429 $856K 0.03% +318 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 11,897 $851K 0.03% -56 13F-HR Timeline FORA Capital, LLC More: the full row for FORA Capital, LLC 11,897 $851K 0.15% new 13F-HR Timeline Balyasny Asset Management L.P. in group Balyasny Asset Management More: the full row for Balyasny Asset Management L.P. 11,858 $848K <0.01% -290,374 13F-HR Timeline Group PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 11,784 $843K 0.01% -847 13F-HR Timeline Group Pines Wealth Management, LLC More: the full row for Pines Wealth Management, LLC 11,723 $839K 0.28% -562 13F-HR Timeline TRUST POINT INC. More: the full row for TRUST POINT INC. 11,700 $837K 0.07% +1,056 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 11,683 $836K 0.06% +1,698 13F-HR Timeline TORONTO DOMINION BANK in group TORONTO DOMINION BANK More: the full row for TORONTO DOMINION BANK 11,515 $834K <0.01% -100 13F-HR Timeline Group SCHULHOFF & CO INC More: the full row for SCHULHOFF & CO INC 11,612 $831K 0.35% +10 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 11,588 $829K 0.01% +1,079 13F-HR Timeline Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 11,554 $826K 0.07% +369 13F-HR Timeline Hudson Portfolio Management LLC More: the full row for Hudson Portfolio Management LLC 11,472 $821K 0.73% -200 13F-HR Timeline Pingora Partners LLC More: the full row for Pingora Partners LLC 11,425 $817K 0.54% -2,885 13F-HR Timeline Haverford Trust Co More: the full row for Haverford Trust Co 11,415 $817K 0.01% -110 13F-HR Timeline Gratus Wealth Advisors, LLC More: the full row for Gratus Wealth Advisors, LLC 11,395 $815K 0.11% -67 13F-HR Timeline BRADLEY FOSTER & SARGENT INC/CT More: the full row for BRADLEY FOSTER & SARGENT INC/CT 11,248 $805K 0.01% -52 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 11,231 $803K 0.04% -3,097 13F-HR Timeline INGALLS & SNYDER LLC More: the full row for INGALLS & SNYDER LLC 11,197 $801K 0.03% -3 13F-HR Timeline Essex Financial Services, Inc. group of 2 filers holding More: the full row for Essex Financial Services, Inc. 11,196 $801K +144 Timeline