Inlet Private Wealth, LLC More: the full row for Inlet Private Wealth, LLC 19,690 $755K 0.2% +8,900 13F-HR Timeline HANCOCK WHITNEY CORP More: the full row for HANCOCK WHITNEY CORP 19,660 $754K 0.02% -500 13F-HR Timeline Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 19,651 $753K -92 Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 19,482 $747K 0.01% +790 13F-HR Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 18,492 $746K 0.04% +3,342 13F-HR Timeline Trivium Point Advisory, LLC More: the full row for Trivium Point Advisory, LLC 19,454 $746K 0.09% -5,510 13F-HR Timeline Triangle Securities Wealth Management More: the full row for Triangle Securities Wealth Management 19,441 $745K 0.19% -398 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 19,344 $742K 0.02% +1,331 13F-HR Timeline Sentry LLC More: the full row for Sentry LLC 19,279 $739K 0.14% -275 13F-HR Timeline OVERSEA-CHINESE BANKING Corp Ltd in group OVERSEA-CHINESE BANKING Corp … More: the full row for OVERSEA-CHINESE BANKING Corp Ltd 19,455 $735K 0.02% +5,218 13F-HR Timeline Group ARIEL INVESTMENTS, LLC More: the full row for ARIEL INVESTMENTS, LLC 19,135 $734K 0.01% new 13F-HR Timeline Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 19,126 $733K 0.01% +8,430 13F-HR Timeline Group Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 19,073 $731K 0.01% -344 13F-HR/A Timeline Group Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 19,071 $731K 0.01% -1,579 13F-HR Timeline Group Quarry LP More: the full row for Quarry LP 18,859 $723K 0.14% +18,293 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 18,828 $722K 0.01% +75 13F-HR Timeline Essex Financial Services, Inc. group of 2 filers holding More: the full row for Essex Financial Services, Inc. 18,816 $721K +906 Timeline Copeland Capital Management, LLC More: the full row for Copeland Capital Management, LLC 18,643 $715K 0.01% -968 13F-HR Timeline United Asset Strategies, Inc. More: the full row for United Asset Strategies, Inc. 18,609 $713K 0.07% new 13F-HR Timeline Fulton Bank, N.A. More: the full row for Fulton Bank, N.A. 18,518 $710K 0.03% +1,029 13F-HR Timeline Lombard Odier Asset Management (Switzer… More: the full row for Lombard Odier Asset Management (Switzerland) SA 18,258 $700K 0.05% +1,465 13F-HR Timeline DUNCKER STREETT & CO INC More: the full row for DUNCKER STREETT & CO INC 18,186 $697K 0.13% -68,265 13F-HR Timeline L2 Asset Management, LLC More: the full row for L2 Asset Management, LLC 18,117 $695K 0.15% +12,473 13F-HR Timeline Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 18,084 $693K 0.06% +350 13F-HR Timeline KING LUTHER CAPITAL MANAGEMENT CORP More: the full row for KING LUTHER CAPITAL MANAGEMENT CORP 18,070 $693K <0.01% -17,727 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 16,859 $693K 0.02% +1,146 13F-HR Timeline Vanguard Capital Wealth Advisors More: the full row for Vanguard Capital Wealth Advisors 18,000 $690K 0.75% +4,600 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Canandaigua National Trust Co of Florida More: the full row for Canandaigua National Trust Co of Florida 17,950 $688K 0.54% +1,584 13F-HR Timeline Dynasty Wealth Management, LLC More: the full row for Dynasty Wealth Management, LLC 17,898 $686K 0.01% -15,394 13F-HR Timeline NEVILLE RODIE & SHAW INC More: the full row for NEVILLE RODIE & SHAW INC 17,860 $685K 0.05% -4,400 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 17,856 $685K 0.02% -6,151 13F-HR/A Timeline CHIRON CAPITAL MANAGEMENT, LLC More: the full row for CHIRON CAPITAL MANAGEMENT, LLC 17,720 $679K 0.64% -1,041 13F-HR Timeline GSA CAPITAL PARTNERS LLP More: the full row for GSA CAPITAL PARTNERS LLP 17,683 $678K 0.05% -8,710 13F-HR Timeline Pekin Hardy Strauss, Inc. More: the full row for Pekin Hardy Strauss, Inc. 17,653 $677K 0.09% -6,983 13F-HR Timeline Northwest & Ethical Investments L.P. More: the full row for Northwest & Ethical Investments L.P. 17,554 $673K 0.02% -2,458 13F-HR Timeline Parcion Private Wealth LLC More: the full row for Parcion Private Wealth LLC 17,540 $672K 0.05% 0 13F-HR Timeline KG Capital Management More: the full row for KG Capital Management 15,764 $670K 0.22% -4,615 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 17,459 $669K 0.02% -539 13F-HR Timeline Bridge Creek Capital Management LLC More: the full row for Bridge Creek Capital Management LLC 17,450 $669K 0.21% -350 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 17,332 $665K 0.05% -56 13F-HR Timeline First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 17,258 $662K 0.02% -117 13F-HR Timeline SUMITOMO LIFE INSURANCE CO More: the full row for SUMITOMO LIFE INSURANCE CO 17,248 $661K 0.01% -924 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 17,004 $652K 0.05% +8,289 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 16,892 $648K 0.03% +7,990 13F-HR Timeline Aspen Wealth Strategies, LLC More: the full row for Aspen Wealth Strategies, LLC 16,881 $647K 0.41% +2,742 13F-HR Timeline Sheaff Brock Investment Advisors, LLC More: the full row for Sheaff Brock Investment Advisors, LLC 16,868 $647K 0.06% new 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 16,515 $633K 0.08% +1,180 13F-HR Timeline Allred Capital Management, LLC More: the full row for Allred Capital Management, LLC 16,501 $633K 0.24% new 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 16,288 $624K 0.01% +2,123 13F-HR Timeline Gallacher Capital Management LLC More: the full row for Gallacher Capital Management LLC 16,156 $619K 0.31% +1,841 13F-HR Timeline Minot DeBlois Advisors LLC More: the full row for Minot DeBlois Advisors LLC 16,140 $619K 0.57% 13F-HR Timeline Spectrum Asset Management, Inc. (NB/CA) More: the full row for Spectrum Asset Management, Inc. (NB/CA) 16,003 $618K 0.28% +12 13F-HR Timeline Mathes Company, Inc. More: the full row for Mathes Company, Inc. 15,900 $610K 0.22% -1,000 13F-HR Timeline Abbot Financial Management, Inc. More: the full row for Abbot Financial Management, Inc. 15,816 $606K 0.3% -97 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 15,617 $599K 0.04% +1,441 13F-HR Timeline Northern Financial Advisors Inc More: the full row for Northern Financial Advisors Inc 15,588 $598K 0.48% -46 13F-HR Timeline Cornerstone National Bank & Trust Co More: the full row for Cornerstone National Bank & Trust Co 15,517 $595K 0.27% -745 13F-HR Timeline SHERBROOKE PARK ADVISERS LLC More: the full row for SHERBROOKE PARK ADVISERS LLC 15,401 $590K 0.19% -5,001 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 15,365 $589K 0.03% +705 13F-HR Timeline Windmill Hill Asset Management Ltd More: the full row for Windmill Hill Asset Management Ltd 15,322 $587K 0.19% -7,285 13F-HR/A Timeline CARY STREET PARTNERS ASSET MANAGEMENT L… group of 2 filers holding More: the full row for CARY STREET PARTNERS ASSET MANAGEMENT LLC 15,240 $584K +985 Timeline Paladin Wealth, LLC More: the full row for Paladin Wealth, LLC 15,234 $584K 0.5% +2,807 13F-HR Timeline Crumly & Associates Inc. More: the full row for Crumly & Associates Inc. 15,148 $581K 0.16% -26 13F-HR Timeline SOUTHPORT MANAGEMENT, L.L.C. in group SOUTHPORT MANAGEMENT, L.L.C. More: the full row for SOUTHPORT MANAGEMENT, L.L.C. 15,000 $575K 2.08% 0 13F-HR Timeline Group Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 14,998 $575K 0.01% -10,056 13F-HR Timeline Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 14,975 $574K 0.05% 0 13F-HR Timeline Buttonwood Financial Advisors Inc. More: the full row for Buttonwood Financial Advisors Inc. 14,971 $574K 0.25% -106 13F-HR Timeline Graves Light Lenhart Wealth, Inc. More: the full row for Graves Light Lenhart Wealth, Inc. 14,920 $572K 0.07% 0 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 14,893 $571K 0.05% -977 13F-HR Timeline HENNESSY ADVISORS INC More: the full row for HENNESSY ADVISORS INC 14,810 $568K 0.02% 0 13F-HR Timeline MITCHELL MCLEOD PUGH & WILLIAMS INC More: the full row for MITCHELL MCLEOD PUGH & WILLIAMS INC 14,775 $566K 0.12% +293 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 14,739 $565K 0.02% new 13F-HR Timeline Alliance Wealth Advisors, LLC More: the full row for Alliance Wealth Advisors, LLC 14,712 $564K 0.32% -249 13F-HR Timeline Capital Investment Counsel, Inc More: the full row for Capital Investment Counsel, Inc 14,696 $563K 0.08% +2,675 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 14,694 $563K 0.01% +4,824 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 14,682 $563K 0.1% 0 13F-HR Timeline Group WOODSTOCK CORP More: the full row for WOODSTOCK CORP 14,670 $562K 0.05% -1,050 13F-HR Timeline Clear Harbor Asset Management, LLC More: the full row for Clear Harbor Asset Management, LLC 14,630 $561K 0.05% +850 13F-HR Timeline Williams Jones Wealth Management, LLC. More: the full row for Williams Jones Wealth Management, LLC. 14,541 $558K 0.01% +479 13F-HR Timeline BRADLEY FOSTER & SARGENT INC/CT More: the full row for BRADLEY FOSTER & SARGENT INC/CT 14,496 $556K 0.01% -1,834 13F-HR Timeline Samalin Investment Counsel, LLC More: the full row for Samalin Investment Counsel, LLC 14,453 $554K 0.24% +1,406 13F-HR Timeline Investor's Fiduciary Advisor Network, L… More: the full row for Investor's Fiduciary Advisor Network, LLC 14,463 $554K 0.21% 13F-HR Timeline BINGHAM PRIVATE WEALTH, LLC More: the full row for BINGHAM PRIVATE WEALTH, LLC 14,447 $554K 0.59% 13F-HR Timeline J. Safra Sarasin Holding AG in group J. Safra Sarasin Holding AG More: the full row for J. Safra Sarasin Holding AG 14,446 $554K 0.01% +227 13F-HR Timeline Group Heritage Wealth Management, Inc./Texas More: the full row for Heritage Wealth Management, Inc./Texas 14,418 $553K 0.33% -1,709 13F-HR Timeline Nicholas Hoffman & Company, LLC. More: the full row for Nicholas Hoffman & Company, LLC. 14,382 $551K 0.02% +8 13F-HR/A Timeline The filing omitted confidential holdings, a later amendment may add them. UHLMANN PRICE SECURITIES, LLC More: the full row for UHLMANN PRICE SECURITIES, LLC 14,367 $551K 0.42% -2,683 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 14,333 $550K 0.06% new 13F-HR Timeline FIRST AMERICAN BANK More: the full row for FIRST AMERICAN BANK 14,308 $549K 0.04% new 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 14,290 $548K 0.06% -7,580 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Calydon Capital More: the full row for Calydon Capital 14,190 $544K 0.11% -211 13F-HR Timeline FineMark National Bank & Trust More: the full row for FineMark National Bank & Trust 14,104 $541K 0.02% -349 13F-HR Timeline Point72 Asia (Singapore) Pte. Ltd. More: the full row for Point72 Asia (Singapore) Pte. Ltd. 14,102 $541K 0.14% -1,263 13F-HR Timeline Evercore Wealth Management, LLC More: the full row for Evercore Wealth Management, LLC 14,066 $539K 0.01% +2,520 13F-HR Timeline Lafayette Investments, Inc. More: the full row for Lafayette Investments, Inc. 14,000 $537K 0.12% 0 13F-HR Timeline San Luis Wealth Advisors LLC More: the full row for San Luis Wealth Advisors LLC 13,961 $535K 0.1% -80 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 13,867 $532K 0.02% -1,888 13F-HR Timeline Legacy Wealth Asset Management, LLC More: the full row for Legacy Wealth Asset Management, LLC 13,852 $531K 0.14% -745 13F-HR Timeline CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 12,728 $530K 0.03% -3,879 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 13,813 $530K 0.04% new 13F-HR Timeline HARVEY INVESTMENT CO LLC More: the full row for HARVEY INVESTMENT CO LLC 13,708 $526K 0.06% -2,089 13F-HR Timeline BKM Wealth Management, LLC More: the full row for BKM Wealth Management, LLC 13,705 $525K 0.22% +558 13F-HR Timeline ANB BANK More: the full row for ANB BANK 13,583 $521K 0.23% 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 13,468 $516K 0.01% +5,156 13F-HR Timeline HOWLAND CAPITAL MANAGEMENT LLC More: the full row for HOWLAND CAPITAL MANAGEMENT LLC 13,225 $511K 0.02% +2,390 13F-HR Timeline BROOKS, MOORE & ASSOCIATES, INC. More: the full row for BROOKS, MOORE & ASSOCIATES, INC. 13,312 $510K 0.3% +7,488 13F-HR Timeline LONGFELLOW INVESTMENT MANAGEMENT CO LLC More: the full row for LONGFELLOW INVESTMENT MANAGEMENT CO LLC 13,229 $507K 0.13% +3,698 13F-HR Timeline BANK OF STOCKTON More: the full row for BANK OF STOCKTON 13,200 $506K 0.15% 0 13F-HR Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 13,188 $506K 0.09% new 13F-HR Timeline Copley Financial Group, Inc. More: the full row for Copley Financial Group, Inc. 13,121 $503K 0.39% +841 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 12,493 $502K 0.05% +1,400 13F-HR Timeline MERIDIAN INVESTMENT COUNSEL INC. More: the full row for MERIDIAN INVESTMENT COUNSEL INC. 13,050 $500K 0.15% +2,825 13F-HR Timeline HOLDERNESS INVESTMENTS CO More: the full row for HOLDERNESS INVESTMENTS CO 13,018 $499K 0.11% +556 13F-HR Timeline LexAurum Advisors, LLC More: the full row for LexAurum Advisors, LLC 13,008 $499K 0.1% +298 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 11,862 $498K 0.02% +3,498 13F-HR Timeline Cornerstone Select Advisors, LLC More: the full row for Cornerstone Select Advisors, LLC 12,945 $496K 0.48% 13F-HR Timeline Marble Harbor Investment Counsel, LLC More: the full row for Marble Harbor Investment Counsel, LLC 12,919 $495K 0.05% -1,962 13F-HR Timeline Pictet North America Advisors SA More: the full row for Pictet North America Advisors SA 12,847 $493K 0.05% -34,765 13F-HR Timeline Choate Investment Advisors More: the full row for Choate Investment Advisors 12,831 $492K 0.01% -3,047 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 12,727 $488K 0.05% -1,941 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 12,703 $487K 0.01% -9,408 13F-HR/A Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 12,564 $485K 0.03% -1,658 13F-HR Timeline E&G Advisors, LLC More: the full row for E&G Advisors, LLC 12,638 $485K 0.13% -600 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 12,604 $483K 0.01% -905 13F-HR Timeline EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 12,561 $482K 0.01% -3,075 13F-HR Timeline KGH Ltd More: the full row for KGH Ltd 12,500 $479K 0.04% new 13F-HR Timeline EHP Funds Inc. More: the full row for EHP Funds Inc. 12,500 $479K 0.49% new 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 12,495 $479K 0.01% new 13F-HR Timeline LSV ASSET MANAGEMENT More: the full row for LSV ASSET MANAGEMENT 12,500 $479K <0.01% new 13F-HR Timeline Banque de Luxembourg S.A. More: the full row for Banque de Luxembourg S.A. 12,293 $473K 0.25% 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 12,335 $473K <0.01% +1,049 13F-HR Timeline Group TECTONIC ADVISORS LLC in group TECTONIC ADVISORS LLC More: the full row for TECTONIC ADVISORS LLC 12,286 $471K 0.03% 0 13F-HR Timeline Group Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 12,073 $463K 0.01% -7,645 13F-HR Timeline Group AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 12,039 $462K 0.1% +1,253 13F-HR Timeline RiverGlades Family Offices LLC More: the full row for RiverGlades Family Offices LLC 12,000 $460K 0.33% 0 13F-HR Timeline Fielder Capital Group LLC More: the full row for Fielder Capital Group LLC 11,934 $458K 0.14% +91 13F-HR Timeline Baker Ellis Asset Management LLC More: the full row for Baker Ellis Asset Management LLC 11,925 $457K 0.07% new 13F-HR Timeline Ellis Investment Partners, LLC More: the full row for Ellis Investment Partners, LLC 11,868 $455K 0.09% -1,694 13F-HR Timeline Worth Financial Advisory Group, LLC More: the full row for Worth Financial Advisory Group, LLC 11,836 $454K 0.28% -358 13F-HR Timeline CULBERTSON A N & CO INC More: the full row for CULBERTSON A N & CO INC 11,626 $446K 0.07% +3,001 13F-HR Timeline True North Advisors, LLC More: the full row for True North Advisors, LLC 11,583 $444K 0.1% 0 13F-HR Timeline Ceeto Capital Group, LLC More: the full row for Ceeto Capital Group, LLC 11,500 $444K 0.16% 0 13F-HR Timeline New Millennium Group LLC More: the full row for New Millennium Group LLC 11,532 $442K 0.26% +1,754 13F-HR Timeline Hodges Capital Management Inc. More: the full row for Hodges Capital Management Inc. 11,532 $442K 0.03% -52,120 13F-HR Timeline MARCO INVESTMENT MANAGEMENT LLC More: the full row for MARCO INVESTMENT MANAGEMENT LLC 11,507 $441K 0.04% -1,400 13F-HR Timeline Catalina Capital Group, LLC More: the full row for Catalina Capital Group, LLC 11,455 $439K 0.14% -101 13F-HR Timeline Citizens National Bank Trust Department More: the full row for Citizens National Bank Trust Department 11,430 $438K 0.09% +315 13F-HR Timeline Sompo Asset Management Co., Ltd. More: the full row for Sompo Asset Management Co., Ltd. 11,360 $436K 0.07% 0 13F-HR Timeline Diversify Advisory Services, LLC in group Diversify Advisory Services, … More: the full row for Diversify Advisory Services, LLC 11,274 $435K 0.02% +1,327 13F-HR Timeline Group Baader Bank Aktiengesellschaft More: the full row for Baader Bank Aktiengesellschaft 11,361 $435K 0.04% new 13F-HR Timeline Campbell & CO Investment Adviser LLC More: the full row for Campbell & CO Investment Adviser LLC 11,340 $435K 0.03% new 13F-HR Timeline Sound View Wealth Advisors Group, LLC More: the full row for Sound View Wealth Advisors Group, LLC 11,211 $430K 0.03% +573 13F-HR Timeline FIRST CITIZENS BANK & TRUST CO More: the full row for FIRST CITIZENS BANK & TRUST CO 11,127 $427K 0.01% -588 13F-HR Timeline American State Bank (Iowa) More: the full row for American State Bank (Iowa) 11,046 $424K 0.26% +1,734 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 11,034 $423K 0.03% +440 13F-HR Timeline Cohen Klingenstein LLC More: the full row for Cohen Klingenstein LLC 11,000 $422K 0.01% 0 13F-HR Timeline Welch & Forbes LLC More: the full row for Welch & Forbes LLC 10,958 $420K 0.01% -647 13F-HR Timeline EQUITABLE TRUST CO More: the full row for EQUITABLE TRUST CO 10,906 $418K 0.02% +76 13F-HR Timeline 1ST SOURCE BANK More: the full row for 1ST SOURCE BANK 10,885 $417K 0.02% +336 13F-HR Timeline Linscomb Wealth, Inc. More: the full row for Linscomb Wealth, Inc. 10,882 $417K 0.02% +12 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 10,856 $416K 0.04% -7,098 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 10,823 $415K 0.02% -932 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 10,802 $414K 0.03% +163 13F-HR Timeline Capital Asset Advisory Services LLC More: the full row for Capital Asset Advisory Services LLC 10,649 $411K 0.02% -1,181 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 10,603 $409K 0.02% -156 13F-HR Timeline BURKE & HERBERT BANK & TRUST CO More: the full row for BURKE & HERBERT BANK & TRUST CO 10,677 $409K 0.1% -100 13F-HR Timeline Machina Capital S.A.S. More: the full row for Machina Capital S.A.S. 10,622 $407K 0.17% -2,897 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 10,592 $406K 0.01% +129 13F-HR Timeline HAP Trading, LLC More: the full row for HAP Trading, LLC 10,578 $406K 0.14% new 13F-HR Timeline 111 Capital More: the full row for 111 Capital 10,574 $405K 0.09% 13F-HR Timeline LJI Wealth Management, LLC More: the full row for LJI Wealth Management, LLC 10,570 $405K 0.08% -994 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 10,467 $401K <0.01% -30,248 13F-HR Timeline Missouri Trust & Investment Co More: the full row for Missouri Trust & Investment Co 10,450 $401K 0.14% +900 13F-HR Timeline Coastwise Capital Group, LLC More: the full row for Coastwise Capital Group, LLC 10,409 $399K 0.32% +1,822 13F-HR Timeline CONGRESS ASSET MANAGEMENT CO More: the full row for CONGRESS ASSET MANAGEMENT CO 10,400 $399K <0.01% -200 13F-HR Timeline CX Institutional More: the full row for CX Institutional 10,370 $398K 0.02% +244 13F-HR Timeline Quantum Portfolio Management LLC More: the full row for Quantum Portfolio Management LLC 10,368 $398K 0.21% -651 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 10,366 $397K 0.01% -2,739 13F-HR Timeline City Center Advisors, LLC More: the full row for City Center Advisors, LLC 10,359 $397K 0.45% +1,899 13F-HR Timeline Polymer Capital Management (US) LLC More: the full row for Polymer Capital Management (US) LLC 10,354 $397K 0.13% 13F-HR Timeline Shoker Investment Counsel, Inc. More: the full row for Shoker Investment Counsel, Inc. 10,300 $395K 0.13% 0 13F-HR Timeline KLCM Advisors, Inc. More: the full row for KLCM Advisors, Inc. 10,247 $393K 0.05% -71 13F-HR Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 10,231 $392K 0.06% +1,512 13F-HR Timeline Reliant Investment Partners, LLC More: the full row for Reliant Investment Partners, LLC 10,225 $392K 0.35% 13F-HR Timeline Private Portfolio Partners LLC More: the full row for Private Portfolio Partners LLC 10,183 $390K 0.07% -3,855 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 10,138 $389K -514 Timeline GATEWAY INVESTMENT ADVISERS LLC More: the full row for GATEWAY INVESTMENT ADVISERS LLC 10,102 $387K <0.01% -944 13F-HR Timeline Lebenthal Global Advisors, LLC in group Lebenthal Global Advisors, LLC More: the full row for Lebenthal Global Advisors, LLC 10,065 $386K 0.07% +576 13F-HR Timeline Group K.J. Harrison & Partners Inc More: the full row for K.J. Harrison & Partners Inc 10,000 $384K 0.06% new 13F-HR Timeline 1834 INVESTMENT ADVISORS CO More: the full row for 1834 INVESTMENT ADVISORS CO 10,007 $384K 0.05% -155 13F-HR Timeline Silverleafe Capital Partners, LLC More: the full row for Silverleafe Capital Partners, LLC 10,000 $383K 0.12% 0 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 9,881 $379K 0.03% +2,979 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 9,871 $378K 0.02% -4,579 13F-HR/A Timeline Whalen Wealth Management Inc. More: the full row for Whalen Wealth Management Inc. 9,833 $377K 0.26% new 13F-HR Timeline Ipswich Investment Management Co., Inc. 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