GREAT LAKES ADVISORS, LLC More: the full row for GREAT LAKES ADVISORS, LLC 3,464 $1.11M 0.01% -3,168 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 3,460 $1.1M 0.02% +40 13F-HR Timeline TriaGen Wealth Management LLC More: the full row for TriaGen Wealth Management LLC 3,412 $1.09M 0.3% 0 13F-HR Timeline CHICAGO TRUST Co NA More: the full row for CHICAGO TRUST Co NA 3,411 $1.09M 0.17% -1,723 13F-HR Timeline SUMITOMO LIFE INSURANCE CO More: the full row for SUMITOMO LIFE INSURANCE CO 3,410 $1.09M 0.03% +95 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 3,499 $1.09M 0.03% +2,521 13F-HR Timeline Graham Capital Management, L.P. More: the full row for Graham Capital Management, L.P. 3,400 $1.09M 0.04% -4,600 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 3,399 $1.09M 0.1% -2,412 13F-HR Timeline Group NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 3,397 $1.09M 0.07% -849 13F-HR Timeline Group TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 3,373 $1.08M 0.13% +2,503 13F-HR Timeline New Perspectives, Inc More: the full row for New Perspectives, Inc 3,350 $1.07M 0.37% 0 13F-HR Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 3,346 $1.07M 0.01% +17 13F-HR Timeline Atlas Brown,Inc. More: the full row for Atlas Brown,Inc. 3,334 $1.07M 0.32% +59 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 3,325 $1.07M 0.05% -931 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 3,317 $1.06M 0.02% 0 13F-HR Timeline 17 CAPITAL PARTNERS, LLC More: the full row for 17 CAPITAL PARTNERS, LLC 3,316 $1.06M 0.55% +25 13F-HR Timeline Sterling Wealth Management, Inc. More: the full row for Sterling Wealth Management, Inc. 3,311 $1.06M 0.29% +1 13F-HR Timeline Dorato Capital Management More: the full row for Dorato Capital Management 3,153 $1.06M 0.78% +25 13F-HR Timeline Fruth Investment Management More: the full row for Fruth Investment Management 3,300 $1.06M 0.26% 0 13F-HR Timeline Van Hulzen Asset Management, LLC More: the full row for Van Hulzen Asset Management, LLC 3,296 $1.06M 0.08% 0 13F-HR Timeline Walsky Investment Management, Inc. More: the full row for Walsky Investment Management, Inc. 3,296 $1.06M 1.08% +220 13F-HR Timeline PARSONS CAPITAL MANAGEMENT INC/RI More: the full row for PARSONS CAPITAL MANAGEMENT INC/RI 3,292 $1.06M 0.05% +652 13F-HR Timeline DEMMING FINANCIAL SERVICES CORP /ADV More: the full row for DEMMING FINANCIAL SERVICES CORP /ADV 3,282 $1.05M 0.76% +2 13F-HR Timeline SFE Investment Counsel More: the full row for SFE Investment Counsel 3,278 $1.05M 0.17% +490 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 3,272 $1.05M 0.07% +121 13F-HR Timeline Optas, LLC More: the full row for Optas, LLC 3,265 $1.05M 0.16% +291 13F-HR Timeline CHICKASAW CAPITAL MANAGEMENT LLC More: the full row for CHICKASAW CAPITAL MANAGEMENT LLC 3,262 $1.05M 0.04% -55 13F-HR Timeline YHB Investment Advisors, Inc. More: the full row for YHB Investment Advisors, Inc. 3,258 $1.04M 0.07% +144 13F-HR Timeline CX Institutional More: the full row for CX Institutional 3,231 $1.04M 0.03% -200 13F-HR Timeline JAMISON PRIVATE WEALTH MANAGEMENT, INC. More: the full row for JAMISON PRIVATE WEALTH MANAGEMENT, INC. 3,213 $1.03M 0.13% +3 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 3,211 $1.03M 0.07% -1,287 13F-HR Timeline Unifi Asset Management LP More: the full row for Unifi Asset Management LP 3,200 $1.03M 0.59% +1,982 13F-HR Timeline Talbot Financial, LLC More: the full row for Talbot Financial, LLC 3,176 $1.02M 0.09% 0 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 3,275 $1.02M 0.01% +87 13F-HR Timeline Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 3,165 $1.01M 0.08% +3 13F-HR Timeline Mason & Associates Inc More: the full row for Mason & Associates Inc 3,204 $1.01M 0.2% +28 13F-HR Timeline Mullooly Asset Management, Inc. More: the full row for Mullooly Asset Management, Inc. 3,159 $1.01M 0.37% +8 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 3,137 $1.01M 0.06% +181 13F-HR Timeline OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 3,128 $1M 0.02% -33 13F-HR Timeline Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 3,122 $1M 0.07% -8 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 3,110 $997K 0.03% +268 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 2,969 $997K 0.03% -529 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 3,108 $996K 0.06% -1,037 13F-HR Timeline JGP Wealth Management, LLC More: the full row for JGP Wealth Management, LLC 3,103 $995K 0.1% +218 13F-HR Timeline Z3 Capital Partners, LLC More: the full row for Z3 Capital Partners, LLC 3,097 $993K 0.25% 0 13F-HR Timeline Portland Global Advisors LLC More: the full row for Portland Global Advisors LLC 3,091 $991K 0.11% 0 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 3,083 $988K 0.03% -9,583 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 3,076 $986K 0.04% +10 13F-HR Timeline Intesa Sanpaolo Wealth Management in group Intesa Sanpaolo S.p.A. More: the full row for Intesa Sanpaolo Wealth Management 3,073 $985K 0.24% -7,435 13F-HR Timeline Group Chesapeake Wealth Management More: the full row for Chesapeake Wealth Management 3,067 $983K 0.3% -29 13F-HR Timeline Gryphon Financial Partners LLC More: the full row for Gryphon Financial Partners LLC 3,051 $978K 0.1% +500 13F-HR Timeline SlateStone Wealth, LLC More: the full row for SlateStone Wealth, LLC 3,050 $978K 0.08% +143 13F-HR Timeline WBH ADVISORY INC More: the full row for WBH ADVISORY INC 3,000 $977K 0.07% 0 13F-HR Timeline CHIRON CAPITAL MANAGEMENT, LLC More: the full row for CHIRON CAPITAL MANAGEMENT, LLC 3,015 $967K 0.99% 13F-HR Timeline GROESBECK INVESTMENT MANAGEMENT CORP /N… More: the full row for GROESBECK INVESTMENT MANAGEMENT CORP /NJ/ 3,015 $966K 1.88% 0 13F-HR Timeline 1834 INVESTMENT ADVISORS CO More: the full row for 1834 INVESTMENT ADVISORS CO 3,000 $962K 0.12% 0 13F-HR Timeline PROVIDENT TRUST CO More: the full row for PROVIDENT TRUST CO 3,000 $962K 0.02% 0 13F-HR Timeline Wealth Advisors of Tampa Bay, LLC More: the full row for Wealth Advisors of Tampa Bay, LLC 3,000 $962K 0.32% 0 13F-HR Timeline Hartford Funds Management Co LLC More: the full row for Hartford Funds Management Co LLC 2,952 $947K 0.08% +108 13F-HR Timeline COOKSON PEIRCE & CO INC More: the full row for COOKSON PEIRCE & CO INC 2,954 $947K 0.04% +285 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 2,937 $941K 0.08% 0 13F-HR Timeline ST. NICHOLAS PRIVATE ASSET MANAGEMENT, … More: the full row for ST. NICHOLAS PRIVATE ASSET MANAGEMENT, INC 2,909 $932K 0.87% +590 13F-HR Timeline Nippon Life Global Investors Americas, … More: the full row for Nippon Life Global Investors Americas, Inc. 2,900 $930K 0.04% +690 13F-HR Timeline Diversify Advisory Services, LLC group of 2 filers holding More: the full row for Diversify Advisory Services, LLC 2,904 $923K -37 Timeline Stillwater Capital Advisors, LLC More: the full row for Stillwater Capital Advisors, LLC 2,861 $917K 0.1% -610 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 2,848 $913K 0.05% -30 13F-HR Timeline Turtle Creek Wealth Advisors, LLC More: the full row for Turtle Creek Wealth Advisors, LLC 2,844 $912K 0.07% +412 13F-HR Timeline DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 2,832 $908K 0.02% +790 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 2,813 $902K 0.06% +79 13F-HR Timeline FERGUSON WELLMAN CAPITAL MANAGEMENT, INC More: the full row for FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 2,812 $901K 0.01% +52 13F-HR Timeline Greenfield Savings Bank More: the full row for Greenfield Savings Bank 2,812 $901K 0.38% 0 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 2,804 $899K 0.11% -30 13F-HR Timeline Hennion & Walsh Asset Management, Inc. More: the full row for Hennion & Walsh Asset Management, Inc. 2,800 $898K 0.03% -3,214 13F-HR Timeline SPIREPOINT PRIVATE CLIENT, LLC More: the full row for SPIREPOINT PRIVATE CLIENT, LLC 2,800 $898K 0.09% -159 13F-HR Timeline Blueshift Asset Management, LLC More: the full row for Blueshift Asset Management, LLC 2,799 $897K 0.27% +422 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 2,795 $896K 0.07% -2,868 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 2,795 $896K 0.02% +13 13F-HR Timeline TRUST CO OF OKLAHOMA More: the full row for TRUST CO OF OKLAHOMA 2,795 $896K 0.26% -149 13F-HR Timeline Legacy Wealth Asset Management, LLC More: the full row for Legacy Wealth Asset Management, LLC 2,786 $893K 0.22% +59 13F-HR Timeline Ascentis Wealth Management, LLC group of 2 filers holding More: the full row for Ascentis Wealth Management, LLC 2,784 $893K +961 Timeline Crew Capital Management, Ltd More: the full row for Crew Capital Management, Ltd 2,750 $882K 0.58% -12 13F-HR Timeline Coastal Bridge Advisors, LLC More: the full row for Coastal Bridge Advisors, LLC 2,721 $872K 0.06% +114 13F-HR Timeline One Capital Management, LLC More: the full row for One Capital Management, LLC 2,678 $859K 0.02% +49 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 2,666 $855K 0.04% -194 13F-HR Timeline First Pacific Financial More: the full row for First Pacific Financial 2,640 $846K 0.11% +42 13F-HR Timeline Argentarii, LLC More: the full row for Argentarii, LLC 2,638 $846K 0.3% -140 13F-HR Timeline BKM Wealth Management, LLC More: the full row for BKM Wealth Management, LLC 2,621 $840K 0.31% 0 13F-HR Timeline Inscription Capital, LLC More: the full row for Inscription Capital, LLC 2,621 $840K 0.09% +749 13F-HR Timeline W.H. Cornerstone Investments Inc. More: the full row for W.H. Cornerstone Investments Inc. 2,606 $835K 0.52% +6 13F-HR Timeline Bridgefront Capital, LLC More: the full row for Bridgefront Capital, LLC 2,604 $835K 0.21% -5,208 13F-HR Timeline CHATHAM CAPITAL GROUP, INC. More: the full row for CHATHAM CAPITAL GROUP, INC. 2,596 $832K 0.12% -50 13F-HR Timeline Connecticut Wealth Management, LLC More: the full row for Connecticut Wealth Management, LLC 2,537 $813K 0.03% -23 13F-HR Timeline Employees Retirement System of Texas More: the full row for Employees Retirement System of Texas 2,536 $813K 0.01% 0 13F-HR Timeline Alesco Advisors, LLC, An ESL Co More: the full row for Alesco Advisors, LLC, An ESL Co 2,528 $810K 0.02% +1,328 13F-HR Timeline First National Bank of Mount Dora, Trus… More: the full row for First National Bank of Mount Dora, Trust Investment Services 2,513 $806K 0.17% -15,071 13F-HR Timeline OFI INVEST ASSET MANAGEMENT More: the full row for OFI INVEST ASSET MANAGEMENT 2,893 $805K 0.01% +181 13F-HR Timeline Caisse de depot et placement du Quebec More: the full row for Caisse de depot et placement du Quebec 2,508 $804K <0.01% 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. 2,506 $803K 0.01% +599 13F-HR Timeline Group Kohmann Bosshard Financial Services, LLC More: the full row for Kohmann Bosshard Financial Services, LLC 2,497 $801K 0.08% -532 13F-HR/A Timeline Cardinal Strategic Wealth Guidance More: the full row for Cardinal Strategic Wealth Guidance 2,495 $800K 0.21% -63 13F-HR Timeline Quadcap Wealth Management, LLC More: the full row for Quadcap Wealth Management, LLC 2,493 $799K 0.09% +6 13F-HR Timeline Bahl & Gaynor LLC More: the full row for Bahl & Gaynor LLC 2,492 $799K <0.01% 0 13F-HR Timeline KANE INVESTMENT MANAGEMENT, INC. More: the full row for KANE INVESTMENT MANAGEMENT, INC. 2,463 $790K 0.41% 0 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 2,455 $787K 0.02% +456 13F-HR Timeline Avise Financial Cooperative, Inc. More: the full row for Avise Financial Cooperative, Inc. 2,450 $785K 0.65% -30 13F-HR Timeline Walnut Level Capital LLC More: the full row for Walnut Level Capital LLC 2,447 $784K 0.9% new 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 2,440 $782K 0.03% -850 13F-HR Timeline Atlantic Edge Private Wealth Management… More: the full row for Atlantic Edge Private Wealth Management, LLC 2,433 $780K 0.19% +96 13F-HR Timeline Retirement Planning Co of New England, … More: the full row for Retirement Planning Co of New England, Inc. 2,427 $778K 0.32% 0 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 2,403 $770K 0.02% 0 13F-HR/A Timeline Eagle Bluffs Wealth Management LLC More: the full row for Eagle Bluffs Wealth Management LLC 2,371 $760K 0.3% -28 13F-HR Timeline CNB Bank More: the full row for CNB Bank 2,369 $759K 0.32% -9 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 2,354 $755K -540 Timeline Avanza Fonder AB More: the full row for Avanza Fonder AB 2,349 $753K 0.02% +40 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 2,348 $753K 0.03% -403 13F-HR Timeline Curi Capital, LLC More: the full row for Curi Capital, LLC 2,328 $746K 0.01% +79 13F-HR Timeline Benin Management CORP More: the full row for Benin Management CORP 2,322 $744K 0.17% -5 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 2,312 $741K 0.05% +389 13F-HR Timeline Northern Financial Advisors Inc More: the full row for Northern Financial Advisors Inc 2,300 $737K 0.54% +236 13F-HR Timeline Boreal Capital Management LLC More: the full row for Boreal Capital Management LLC 2,299 $737K 0.64% +820 13F-HR Timeline Aljian Capital Management, LLC More: the full row for Aljian Capital Management, LLC 2,296 $736K 0.15% -18 13F-HR Timeline Richard W. Paul & Associates, LLC More: the full row for Richard W. Paul & Associates, LLC 2,290 $734K 0.25% -20 13F-HR Timeline Banco Santander, S.A. in group Banco Santander, S.A. More: the full row for Banco Santander, S.A. 2,282 $731K 0.01% new 13F-HR Timeline Group Jessup Wealth Management, Inc More: the full row for Jessup Wealth Management, Inc 2,275 $729K 0.27% -48 13F-HR Timeline Astoria Portfolio Advisors LLC. More: the full row for Astoria Portfolio Advisors LLC. 2,163 $727K 0.16% +15 13F-HR Timeline BAM Wealth Management, LLC More: the full row for BAM Wealth Management, LLC 2,267 $727K 0.54% -289 13F-HR Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 2,259 $724K 0.03% new 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 2,258 $724K 0.05% +27 13F-HR Timeline Wealthspire Retirement, LLC More: the full row for Wealthspire Retirement, LLC 2,249 $721K 0.04% -469 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 2,244 $719K 0.01% -320 13F-HR Timeline Group PARK NATIONAL CORP /OH/ More: the full row for PARK NATIONAL CORP /OH/ 2,226 $714K 0.02% -326 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 2,225 $713K 0.03% +2,062 13F-HR Timeline Edgestream Partners, L.P. More: the full row for Edgestream Partners, L.P. 2,223 $713K 0.02% new 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 2,179 $698K 0.11% -30 13F-HR Timeline Group DE BURLO GROUP INC More: the full row for DE BURLO GROUP INC 2,175 $697K 0.16% 0 13F-HR Timeline BCS Private Wealth Management, Inc. More: the full row for BCS Private Wealth Management, Inc. 2,171 $696K 0.21% new 13F-HR Timeline Centennial Advisors, LLC More: the full row for Centennial Advisors, LLC 2,166 $694K 0.88% -3 13F-HR Timeline SWMG, LLC More: the full row for SWMG, LLC 2,163 $693K 0.2% -222 13F-HR Timeline Beaumont Financial Advisors, LLC More: the full row for Beaumont Financial Advisors, LLC 2,151 $690K 0.05% +3 13F-HR Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 2,150 $689K 0.09% +510 13F-HR Timeline Palisade Asset Management, LLC More: the full row for Palisade Asset Management, LLC 2,141 $686K 0.07% +189 13F-HR Timeline O'Brien Greene & Co. Inc More: the full row for O'Brien Greene & Co. Inc 2,139 $686K 0.19% -25 13F-HR Timeline OKABENA INVESTMENT SERVICES INC More: the full row for OKABENA INVESTMENT SERVICES INC 2,136 $685K 0.13% +1,098 13F-HR Timeline Souders Financial Advisors More: the full row for Souders Financial Advisors 2,124 $681K 0.08% -141 13F-HR Timeline V-Square Quantitative Management LLC More: the full row for V-Square Quantitative Management LLC 2,112 $677K 0.07% +100 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 2,107 $675K 0.08% -2 13F-HR Timeline Foster Victor Wealth Advisors, LLC More: the full row for Foster Victor Wealth Advisors, LLC 2,009 $670K 0.04% 0 13F-HR Timeline PHYSICIANS FINANCIAL SERVICES, INC. More: the full row for PHYSICIANS FINANCIAL SERVICES, INC. 2,090 $670K 0.18% 0 13F-HR Timeline CM WEALTH ADVISORS LLC More: the full row for CM WEALTH ADVISORS LLC 2,080 $667K 0.14% +61 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 2,080 $667K 0.02% +61 13F-HR Timeline Family Manage LLC More: the full row for Family Manage LLC 2,071 $664K 0.08% -33 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 2,101 $664K 0.04% -509 13F-HR Timeline Cove Private Wealth, LLC More: the full row for Cove Private Wealth, LLC 2,069 $663K 0.15% +465 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 2,066 $662K 0.03% -85 13F-HR Timeline Group Maple Capital Management, Inc. More: the full row for Maple Capital Management, Inc. 2,053 $658K 0.04% 0 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 2,046 $657K 0.03% 0 13F-HR Timeline Ipswich Investment Management Co., Inc. More: the full row for Ipswich Investment Management Co., Inc. 2,033 $652K 0.15% 0 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 2,024 $649K 0.02% -28 13F-HR/A Timeline Group COMMERZBANK AKTIENGESELLSCHAFT /FI More: the full row for COMMERZBANK AKTIENGESELLSCHAFT /FI 2,016 $646K 0.01% -89 13F-HR Timeline WOLVERINE ASSET MANAGEMENT LLC in group WOLVERINE ASSET MANAGEMENT LLC More: the full row for WOLVERINE ASSET MANAGEMENT LLC 2,000 $641K 0.01% -3,000 13F-HR Timeline Group Trueblood Wealth Management, LLC More: the full row for Trueblood Wealth Management, LLC 1,992 $639K 0.25% -48 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 1,985 $636K 0.03% 0 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 1,939 $631K 0.04% +259 13F-HR Timeline MPS Loria Financial Planners, LLC More: the full row for MPS Loria Financial Planners, LLC 1,962 $629K 0.17% +5 13F-HR Timeline Allegheny Financial Group More: the full row for Allegheny Financial Group 1,935 $620K 0.08% +4 13F-HR Timeline Triangle Securities Wealth Management More: the full row for Triangle Securities Wealth Management 1,916 $614K 0.14% -60 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. FIRST NATIONAL BANK OF OMAHA in group FIRST NATIONAL BANK OF OMAHA More: the full row for FIRST NATIONAL BANK OF OMAHA 1,906 $611K 0.02% -386 13F-HR Timeline Group Harrington Investments, INC More: the full row for Harrington Investments, INC 1,898 $608K 0.32% +212 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 1,896 $608K 0.01% new 13F-HR/A Timeline Columbia Asset Management More: the full row for Columbia Asset Management 1,893 $607K 0.12% 0 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 1,889 $605K 0.01% -229 13F-HR Timeline TRB Wealth Management, LLC More: the full row for TRB Wealth Management, LLC 1,883 $604K 0.09% 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 1,881 $603K 0.01% +394 13F-HR Timeline Westerkirk Capital Inc. More: the full row for Westerkirk Capital Inc. 1,879 $602K 0.06% 0 13F-HR Timeline VALLEY WEALTH MANAGERS, INC. in group VALLEY WEALTH MANAGERS, INC. More: the full row for VALLEY WEALTH MANAGERS, INC. 1,864 $598K 0.04% -103 13F-HR Timeline Group Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 1,912 $594K 0.03% +272 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 1,719 $594K 0.01% +194 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 1,852 $594K 0.02% -26 13F-HR Timeline Bellwether Advisors, LLC More: the full row for Bellwether Advisors, LLC 1,849 $593K 0.1% -78 13F-HR Timeline Greykasell Wealth Strategies, Inc. More: the full row for Greykasell Wealth Strategies, Inc. 1,847 $592K 0.24% +26 13F-HR Timeline Tyche Wealth Partners LLC More: the full row for Tyche Wealth Partners LLC 1,827 $586K 0.09% -6 13F-HR Timeline Ramirez Asset Management, Inc. More: the full row for Ramirez Asset Management, Inc. 1,826 $585K 0.07% -8 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 1,825 $585K 0.03% -99 13F-HR Timeline Krilogy Financial LLC More: the full row for Krilogy Financial LLC 1,749 $583K 0.02% -165 13F-HR Timeline TECTONIC ADVISORS LLC in group TECTONIC ADVISORS LLC More: the full row for TECTONIC ADVISORS LLC 1,819 $583K 0.03% +49 13F-HR Timeline Group TILIA FIDUCIARY PARTNERS, INC. More: the full row for TILIA FIDUCIARY PARTNERS, INC. 1,812 $581K 0.32% -25 13F-HR Timeline GREATMARK INVESTMENT PARTNERS, INC. More: the full row for GREATMARK INVESTMENT PARTNERS, INC. 1,800 $577K 0.07% 0 13F-HR Timeline Buttonwood Financial Group, LLC More: the full row for Buttonwood Financial Group, LLC 1,800 $577K 0.35% new 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 1,799 $577K 0.05% -3 13F-HR Timeline Nicholas Hoffman & Company, LLC. 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