HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 3,722 $1.27M 0.04% +10 13F-HR Timeline Nikulski Financial, Inc. More: the full row for Nikulski Financial, Inc. 3,693 $1.26M 0.37% +65 13F-HR Timeline FIRST NATIONAL BANK SIOUX FALLS More: the full row for FIRST NATIONAL BANK SIOUX FALLS 3,681 $1.25M 0.53% 0 13F-HR Timeline Knollwood Investment Advisory, LLC More: the full row for Knollwood Investment Advisory, LLC 3,669 $1.25M 0.13% 0 13F-HR Timeline TRUST CO OF OKLAHOMA More: the full row for TRUST CO OF OKLAHOMA 3,647 $1.24M 0.4% -31 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 3,602 $1.22M 0.04% +210 13F-HR Timeline New Perspectives, Inc More: the full row for New Perspectives, Inc 3,600 $1.22M 0.66% 0 13F-HR Timeline Massachusetts Wealth Management More: the full row for Massachusetts Wealth Management 3,595 $1.22M 0.75% -50 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 3,570 $1.21M 0.03% +25 13F-HR Timeline BURKE & HERBERT BANK & TRUST CO More: the full row for BURKE & HERBERT BANK & TRUST CO 3,570 $1.21M 0.29% 0 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 3,539 $1.2M 0.11% +150 13F-HR Timeline SPIREPOINT PRIVATE CLIENT, LLC More: the full row for SPIREPOINT PRIVATE CLIENT, LLC 3,514 $1.19M 0.15% 0 13F-HR Timeline 17 CAPITAL PARTNERS, LLC More: the full row for 17 CAPITAL PARTNERS, LLC 3,500 $1.19M 0.75% +48 13F-HR Timeline FIRST HAWAIIAN BANK in group FIRST HAWAIIAN BANK More: the full row for FIRST HAWAIIAN BANK 3,463 $1.18M 0.04% -6 13F-HR Timeline Group First Pacific Financial More: the full row for First Pacific Financial 3,458 $1.18M 0.27% -222 13F-HR Timeline Quantbot Technologies LP More: the full row for Quantbot Technologies LP 3,449 $1.17M 0.04% +1,201 13F-HR Timeline Glenview Trust Co More: the full row for Glenview Trust Co 3,448 $1.17M 0.02% -282 13F-HR Timeline MUFG SECURITIES AMERICAS INC. More: the full row for MUFG SECURITIES AMERICAS INC. 3,421 $1.16M 0.15% 13F-HR Timeline Gradient Investments LLC in group Gradient Investments LLC More: the full row for Gradient Investments LLC 3,418 $1.16M 0.02% -39,049 13F-HR Timeline Group Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 3,379 $1.15M 0.05% -11 13F-HR Timeline Strategic Global Advisors, LLC More: the full row for Strategic Global Advisors, LLC 3,371 $1.15M 0.21% +213 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 3,328 $1.13M 0.04% -170 13F-HR/A Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 3,326 $1.13M 0.08% -15 13F-HR Timeline Sterling Wealth Management, Inc. More: the full row for Sterling Wealth Management, Inc. 3,307 $1.12M 0.42% 0 13F-HR Timeline JAMISON PRIVATE WEALTH MANAGEMENT, INC. More: the full row for JAMISON PRIVATE WEALTH MANAGEMENT, INC. 3,307 $1.12M 0.17% +1,220 13F-HR Timeline Vienna Powszechne Towarzystwo Emerytaln… More: the full row for Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group 3,299 $1.12M 0.65% -686 13F-HR Timeline Fruth Investment Management More: the full row for Fruth Investment Management 3,300 $1.12M 0.31% 0 13F-HR Timeline Van Hulzen Asset Management, LLC More: the full row for Van Hulzen Asset Management, LLC 3,288 $1.12M 0.08% new 13F-HR Timeline Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 3,284 $1.12M 0.08% -1,152 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 3,279 $1.11M 0.09% -24 13F-HR Timeline New England Research & Management, Inc. More: the full row for New England Research & Management, Inc. 3,260 $1.11M 0.56% -1,250 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 3,246 $1.1M 0.02% 0 13F-HR Timeline Family Manage LLC More: the full row for Family Manage LLC 3,235 $1.1M 0.18% +2 13F-HR Timeline Aviso Financial Inc. More: the full row for Aviso Financial Inc. 3,229 $1.1M 0.06% -732 13F-HR Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 3,224 $1.1M 0.01% +233 13F-HR Timeline Aveo Capital Partners, LLC More: the full row for Aveo Capital Partners, LLC 3,217 $1.09M 0.12% -334 13F-HR Timeline SlateStone Wealth, LLC More: the full row for SlateStone Wealth, LLC 3,201 $1.09M 0.11% +119 13F-HR Timeline JGP Wealth Management, LLC More: the full row for JGP Wealth Management, LLC 3,178 $1.08M 0.14% +25 13F-HR Timeline Mason & Associates Inc More: the full row for Mason & Associates Inc 3,173 $1.08M 0.25% 0 13F-HR Timeline Cornerstone Planning, LLC More: the full row for Cornerstone Planning, LLC 3,153 $1.07M 0.41% 13F-HR Timeline Atlas Brown,Inc. More: the full row for Atlas Brown,Inc. 3,136 $1.07M 0.36% -5 13F-HR Timeline FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 3,123 $1.06M 0.1% +117 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 3,114 $1.06M 0.11% 0 13F-HR Timeline SteelPeak Wealth, LLC More: the full row for SteelPeak Wealth, LLC 3,089 $1.05M 0.04% +1,913 13F-HR Timeline TriaGen Wealth Management LLC More: the full row for TriaGen Wealth Management LLC 3,083 $1.05M 0.35% 0 13F-HR Timeline Waterfront Wealth Inc. More: the full row for Waterfront Wealth Inc. 3,077 $1.05M 0.25% +56 13F-HR Timeline GAM Holding AG in group GAM Holding AG More: the full row for GAM Holding AG 3,050 $1.04M 0.08% new 13F-HR Timeline Group Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 3,024 $1.03M 0.03% +156 13F-HR Timeline Mattson Financial Services, LLC More: the full row for Mattson Financial Services, LLC 2,687 $1.03M 0.33% new 13F-HR Timeline CHICKASAW CAPITAL MANAGEMENT LLC More: the full row for CHICKASAW CAPITAL MANAGEMENT LLC 3,011 $1.02M 0.04% -10 13F-HR Timeline One Capital Management, LLC More: the full row for One Capital Management, LLC 3,011 $1.02M 0.03% -189 13F-HR Timeline Wealth Advisors of Tampa Bay, LLC More: the full row for Wealth Advisors of Tampa Bay, LLC 3,002 $1.02M 0.44% 0 13F-HR Timeline Gifford Fong Associates More: the full row for Gifford Fong Associates 3,000 $1.02M 0.25% 0 13F-HR Timeline WBH ADVISORY INC More: the full row for WBH ADVISORY INC 3,000 $1.02M 0.09% 0 13F-HR Timeline 1834 INVESTMENT ADVISORS CO More: the full row for 1834 INVESTMENT ADVISORS CO 3,000 $1.02M 0.13% 0 13F-HR Timeline PROVIDENT TRUST CO More: the full row for PROVIDENT TRUST CO 3,000 $1.02M 0.02% 0 13F-HR Timeline Procyon Advisors, LLC More: the full row for Procyon Advisors, LLC 2,996 $1.02M 0.07% -175 13F-HR Timeline Chesapeake Wealth Management More: the full row for Chesapeake Wealth Management 2,996 $1.02M 0.35% -68 13F-HR Timeline Harvest Fund Management Co., Ltd in group Harvest Fund Management Co., … More: the full row for Harvest Fund Management Co., Ltd 2,989 $1.02M 0.05% +540 13F-HR Timeline Group Consolidated Portfolio Review Corp More: the full row for Consolidated Portfolio Review Corp 2,980 $1.01M 0.16% 0 13F-HR Timeline ROVIN CAPITAL /UT/ /ADV More: the full row for ROVIN CAPITAL /UT/ /ADV 2,973 $1.01M 0.36% -19 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 2,973 $1.01M 0.01% -60 13F-HR Timeline Group Portland Global Advisors LLC More: the full row for Portland Global Advisors LLC 2,969 $1.01M 0.13% 0 13F-HR Timeline OPTIMUM INVESTMENT ADVISORS More: the full row for OPTIMUM INVESTMENT ADVISORS 2,930 $996K 0.44% -40 13F-HR Timeline TILIA FIDUCIARY PARTNERS, INC. More: the full row for TILIA FIDUCIARY PARTNERS, INC. 2,917 $992K 0.68% -41 13F-HR Timeline Cardinal Strategic Wealth Guidance More: the full row for Cardinal Strategic Wealth Guidance 2,890 $982K 0.31% 0 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 2,879 $979K 0.05% +351 13F-HR Timeline GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 2,855 $970K 0.27% 0 13F-HR Timeline Benin Management CORP More: the full row for Benin Management CORP 2,847 $968K 0.27% -5 13F-HR Timeline Morningstar Investment Management LLC group of 2 filers holding More: the full row for Morningstar Investment Management LLC 2,837 $964K -1,883 Timeline FineMark National Bank & Trust More: the full row for FineMark National Bank & Trust 2,820 $959K 0.03% -136 13F-HR Timeline First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 2,816 $957K 0.03% -271 13F-HR Timeline Stonegate Investment Group, LLC More: the full row for Stonegate Investment Group, LLC 2,815 $957K 0.03% +14 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 2,811 $956K 0.15% +158 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 2,810 $955K 0.08% +526 13F-HR Timeline GUARDIAN CAPITAL LP in group GUARDIAN CAPITAL LP More: the full row for GUARDIAN CAPITAL LP 2,807 $954K 0.04% +204 13F-HR Timeline Group J. Safra Sarasin Holding AG in group J. Safra Sarasin Holding AG More: the full row for J. Safra Sarasin Holding AG 2,799 $951K 0.02% -521 13F-HR Timeline Group Fort Point Capital Partners LLC More: the full row for Fort Point Capital Partners LLC 2,798 $951K 0.11% +64 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 2,797 $951K 0.03% +59 13F-HR Timeline Greenfield Savings Bank More: the full row for Greenfield Savings Bank 2,791 $949K 0.45% 0 13F-HR Timeline DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 2,787 $947K 0.02% -2,263 13F-HR Timeline Tyche Wealth Partners LLC More: the full row for Tyche Wealth Partners LLC 2,786 $947K 0.2% new 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 2,773 $943K 0.04% +976 13F-HR Timeline TANG CAPITAL MANAGEMENT LLC in group TANG CAPITAL MANAGEMENT LLC More: the full row for TANG CAPITAL MANAGEMENT LLC 2,765 $940K 0.06% +2,153 13F-HR Timeline Group Wedmont Private Capital More: the full row for Wedmont Private Capital 2,843 $938K 0.05% +246 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 2,754 $936K 0.01% +1,525 13F-HR Timeline Copperwynd Financial, LLC More: the full row for Copperwynd Financial, LLC 2,740 $931K 0.26% +131 13F-HR Timeline Arrow Financial Corp in group Arrow Financial Corp More: the full row for Arrow Financial Corp 2,705 $920K 0.09% +25 13F-HR Timeline Group Trivant Custom Portfolio Group, LLC More: the full row for Trivant Custom Portfolio Group, LLC 2,699 $917K 0.54% -1,588 13F-HR Timeline PARSONS CAPITAL MANAGEMENT INC/RI More: the full row for PARSONS CAPITAL MANAGEMENT INC/RI 2,653 $902K 0.05% 0 13F-HR Timeline CNB Bank More: the full row for CNB Bank 2,651 $901K 0.42% -62 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 2,636 $893K 0.09% +350 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 2,622 $891K 0.01% +356 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 2,589 $880K 0.07% +36 13F-HR Timeline Quadcap Wealth Management, LLC More: the full row for Quadcap Wealth Management, LLC 2,582 $878K 0.13% -33 13F-HR Timeline Nippon Life Global Investors Americas, … More: the full row for Nippon Life Global Investors Americas, Inc. 2,570 $874K 0.04% +380 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 2,576 $873K 0.08% +1,078 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 2,565 $872K 0.09% +108 13F-HR Timeline Virtu Financial LLC in group Virtu Financial LLC More: the full row for Virtu Financial LLC 2,563 $871K 0.05% new 13F-HR Timeline Group MAVERICK CAPITAL LTD More: the full row for MAVERICK CAPITAL LTD 2,551 $867K 0.02% +113 13F-HR Timeline Connecticut Wealth Management, LLC More: the full row for Connecticut Wealth Management, LLC 2,550 $867K 0.04% -85 13F-HR Timeline Claro Advisors Inc. More: the full row for Claro Advisors Inc. 2,537 $863K 0.12% -568 13F-HR Timeline Eagle Bluffs Wealth Management LLC More: the full row for Eagle Bluffs Wealth Management LLC 2,522 $857K 0.46% -78 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 2,521 $857K 0.06% +386 13F-HR Timeline Hennion & Walsh Asset Management, Inc. More: the full row for Hennion & Walsh Asset Management, Inc. 2,517 $856K 0.04% new 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 2,515 $855K -15 Timeline Optas, LLC More: the full row for Optas, LLC 2,505 $852K 0.18% +66 13F-HR Timeline Sound Financial Strategies Group, LLC More: the full row for Sound Financial Strategies Group, LLC 2,501 $850K 0.71% +214 13F-HR Timeline SRN Advisors, LLC More: the full row for SRN Advisors, LLC 2,478 $842K 0.75% -595 13F-HR Timeline ST. NICHOLAS PRIVATE ASSET MANAGEMENT, … More: the full row for ST. NICHOLAS PRIVATE ASSET MANAGEMENT, INC 2,467 $839K 0.75% 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. 2,456 $835K 0.02% -270 13F-HR Timeline Group Diversify Advisory Services, LLC group of 2 filers holding More: the full row for Diversify Advisory Services, LLC 2,525 $834K -52 Timeline KANE INVESTMENT MANAGEMENT, INC. More: the full row for KANE INVESTMENT MANAGEMENT, INC. 2,449 $833K 0.47% 13F-HR Timeline Souders Financial Advisors More: the full row for Souders Financial Advisors 2,444 $831K 0.12% -296 13F-HR Timeline CM WEALTH ADVISORS LLC More: the full row for CM WEALTH ADVISORS LLC 2,436 $828K 0.27% +15 13F-HR Timeline Gotham Asset Management, LLC More: the full row for Gotham Asset Management, LLC 2,427 $825K 0.01% -2,604 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 2,422 $823K 0.03% -5 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 2,420 $822K 0.14% -17 13F-HR Timeline Group FSM Wealth Advisors, LLC More: the full row for FSM Wealth Advisors, LLC 2,320 $822K 0.2% -375 13F-HR Timeline Retirement Planning Co of New England, … More: the full row for Retirement Planning Co of New England, Inc. 2,414 $821K 0.4% +4 13F-HR Timeline CONNING INC. in group CONNING INC. More: the full row for CONNING INC. 2,413 $820K 0.03% +2 13F-HR Timeline Group HUTNER CAPITAL MANAGEMENT INC More: the full row for HUTNER CAPITAL MANAGEMENT INC 2,413 $820K 0.4% -9 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 2,408 $819K 0.05% 0 13F-HR Timeline Group INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 2,402 $817K 0.03% +419 13F-HR Timeline Unigestion Holding SA More: the full row for Unigestion Holding SA 2,400 $816K 0.05% new 13F-HR Timeline FIRST MERCHANTS CORP More: the full row for FIRST MERCHANTS CORP 2,398 $815K 0.03% 0 13F-HR Timeline Legacy Capital Group California, Inc. More: the full row for Legacy Capital Group California, Inc. 2,381 $809K 0.25% +701 13F-HR Timeline Dynasty Wealth Management, LLC More: the full row for Dynasty Wealth Management, LLC 2,381 $809K 0.01% +140 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 2,379 $809K 0.07% +167 13F-HR Timeline O'Brien Greene & Co. Inc More: the full row for O'Brien Greene & Co. Inc 2,376 $808K 0.26% +12 13F-HR Timeline MOSELEY INVESTMENT MANAGEMENT INC More: the full row for MOSELEY INVESTMENT MANAGEMENT INC 2,357 $801K 0.31% -54 13F-HR Timeline Tema ETFs LLC More: the full row for Tema ETFs LLC 2,353 $800K 0.33% 13F-HR Timeline Jessup Wealth Management, Inc More: the full row for Jessup Wealth Management, Inc 2,347 $798K 0.34% 0 13F-HR Timeline PrairieView Partners, LLC More: the full row for PrairieView Partners, LLC 2,346 $797K 0.08% -83 13F-HR Timeline WESTPAC BANKING CORP in group WESTPAC BANKING CORP More: the full row for WESTPAC BANKING CORP 2,341 $796K 0.05% -19 13F-HR Timeline Group Aljian Capital Management, LLC More: the full row for Aljian Capital Management, LLC 2,336 $794K 0.17% 0 13F-HR Timeline L.M. KOHN & COMPANY More: the full row for L.M. KOHN & COMPANY 2,336 $794K 0.21% +15 13F-HR Timeline Columbia Asset Management More: the full row for Columbia Asset Management 2,303 $783K 0.15% -65 13F-HR Timeline Maple Capital Management, Inc. More: the full row for Maple Capital Management, Inc. 2,286 $777K 0.06% -122 13F-HR Timeline Dakota Wealth Management More: the full row for Dakota Wealth Management 2,279 $775K 0.02% -131 13F-HR Timeline FIRST FOUNDATION ADVISORS in group FIRST FOUNDATION ADVISORS More: the full row for FIRST FOUNDATION ADVISORS 2,267 $771K 0.03% -114 13F-HR Timeline Group OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 2,267 $771K 0.01% -380 13F-HR Timeline FERGUSON WELLMAN CAPITAL MANAGEMENT, INC More: the full row for FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 2,263 $769K 0.01% +25 13F-HR Timeline TrinityPoint Wealth, LLC More: the full row for TrinityPoint Wealth, LLC 2,261 $769K 0.11% +28 13F-HR Timeline Richard W. Paul & Associates, LLC More: the full row for Richard W. Paul & Associates, LLC 2,251 $765K 0.28% +46 13F-HR Timeline Riverview Capital Advisers, LLC More: the full row for Riverview Capital Advisers, LLC 2,250 $765K 0.23% 0 13F-HR Timeline ASHTON THOMAS SECURITIES, LLC More: the full row for ASHTON THOMAS SECURITIES, LLC 2,228 $757K 0.21% +34 13F-HR Timeline FORTE CAPITAL LLC /ADV More: the full row for FORTE CAPITAL LLC /ADV 2,220 $755K 0.08% -29 13F-HR Timeline Northern Financial Advisors Inc More: the full row for Northern Financial Advisors Inc 2,206 $750K 0.6% +322 13F-HR Timeline Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 2,196 $749K 0.01% +26 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 2,190 $744K 0.07% -127 13F-HR Timeline Headlands Technologies LLC More: the full row for Headlands Technologies LLC 2,188 $744K 0.07% +559 13F-HR Timeline OmniStar Financial Group, Inc. More: the full row for OmniStar Financial Group, Inc. 2,174 $740K 0.6% -60 13F-HR Timeline DE BURLO GROUP INC More: the full row for DE BURLO GROUP INC 2,175 $739K 0.1% 0 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 2,170 $738K 0.08% -235 13F-HR Timeline Qtron Investments LLC More: the full row for Qtron Investments LLC 2,168 $737K 0.1% -830 13F-HR Timeline Edgestream Partners, L.P. More: the full row for Edgestream Partners, L.P. 2,161 $735K 0.03% -24,600 13F-HR Timeline Impax Asset Management Group plc in group Impax Asset Management Group … More: the full row for Impax Asset Management Group plc 2,150 $731K <0.01% -26 13F-HR Timeline Group Avestar Capital, LLC More: the full row for Avestar Capital, LLC 2,139 $727K 0.07% +392 13F-HR Timeline Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 2,134 $725K 0.08% +128 13F-HR Timeline GREATMARK INVESTMENT PARTNERS, INC. More: the full row for GREATMARK INVESTMENT PARTNERS, INC. 2,130 $724K 0.1% 0 13F-HR Timeline MONTAG & CALDWELL, LLC More: the full row for MONTAG & CALDWELL, LLC 2,128 $723K 0.15% -10,842 13F-HR Timeline PHYSICIANS FINANCIAL SERVICES, INC. More: the full row for PHYSICIANS FINANCIAL SERVICES, INC. 2,120 $721K 0.22% 0 13F-HR Timeline Trueblood Wealth Management, LLC More: the full row for Trueblood Wealth Management, LLC 2,118 $720K 0.35% -13 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 2,117 $720K 0.09% +5 13F-HR Timeline SWMG, LLC More: the full row for SWMG, LLC 2,011 $719K 0.29% -6 13F-HR Timeline Foster Victor Wealth Advisors, LLC More: the full row for Foster Victor Wealth Advisors, LLC 2,026 $717K 0.05% 0 13F-HR Timeline COMMERZBANK AKTIENGESELLSCHAFT /FI More: the full row for COMMERZBANK AKTIENGESELLSCHAFT /FI 2,105 $714K 0.02% +478 13F-HR Timeline Triangle Securities Wealth Management More: the full row for Triangle Securities Wealth Management 2,093 $711K 0.18% -12 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 2,088 $710K 0.04% +302 13F-HR Timeline Group Weiss Asset Management LP in group Weiss Asset Management LP More: the full row for Weiss Asset Management LP 2,060 $700K 0.02% new 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. Smithfield Trust Co More: the full row for Smithfield Trust Co 2,058 $698K 0.03% 0 13F-HR Timeline DRW Securities, LLC More: the full row for DRW Securities, LLC 2,045 $695K 0.05% new 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 2,044 $695K 0.02% +108 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 2,041 $694K 0.01% -256 13F-HR Timeline Group Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 2,040 $693K 0.01% +169 13F-HR/A Timeline Group Park Place Capital Corp More: the full row for Park Place Capital Corp 2,040 $693K 0.19% -175 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 2,035 $692K 0.06% +13 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 2,034 $692K 0.04% +16 13F-HR Timeline MITCHELL MCLEOD PUGH & WILLIAMS INC More: the full row for MITCHELL MCLEOD PUGH & WILLIAMS INC 2,025 $688K 0.14% +60 13F-HR Timeline Waldron Private Wealth LLC More: the full row for Waldron Private Wealth LLC 2,010 $683K 0.03% +5 13F-HR Timeline GSA CAPITAL PARTNERS LLP More: the full row for GSA CAPITAL PARTNERS LLP 2,010 $683K 0.05% -782 13F-HR Timeline WOLVERINE ASSET MANAGEMENT LLC in group WOLVERINE ASSET MANAGEMENT LLC More: the full row for WOLVERINE ASSET MANAGEMENT LLC 2,000 $680K 0.01% -2,000 13F-HR Timeline Group OFI INVEST ASSET MANAGEMENT More: the full row for OFI INVEST ASSET MANAGEMENT 2,063 $677K 0.02% 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 1,985 $675K 0.03% 0 13F-HR Timeline Ballast, Inc. More: the full row for Ballast, Inc. 1,980 $673K 0.19% -65 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 1,977 $672K 0.01% +55 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 2,014 $665K 0.01% -145 13F-HR Timeline Group Clarius Group, LLC More: the full row for Clarius Group, LLC 1,939 $659K 0.05% +241 13F-HR Timeline Palisade Asset Management, LLC More: the full row for Palisade Asset Management, LLC 1,930 $656K 0.07% 0 13F-HR Timeline Allegheny Financial Group More: the full row for Allegheny Financial Group 1,921 $653K 0.17% +8 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 1,915 $651K 0.01% -122 13F-HR Timeline CULLINAN ASSOCIATES INC More: the full row for CULLINAN ASSOCIATES INC 1,900 $646K 0.04% 0 13F-HR Timeline Ramirez Asset Management, Inc. More: the full row for Ramirez Asset Management, Inc. 1,890 $642K 0.13% 0 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 1,887 $641K 0.04% +28 13F-HR Timeline CITY HOLDING CO More: the full row for CITY HOLDING CO 1,883 $640K 0.09% +52 13F-HR Timeline Sageworth Trust Co More: the full row for Sageworth Trust Co 1,882 $640K 0.04% +7 13F-HR Timeline SFE Investment Counsel More: the full row for SFE Investment Counsel 1,875 $637K 0.14% 0 13F-HR Timeline TAP Consulting, LLC More: the full row for TAP Consulting, LLC 1,869 $635K 0.13% -431 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 1,874 $633K 0.02% +33 13F-HR Timeline