Miller Financial Services LLC More: the full row for Miller Financial Services LLC 8,749 $336K 0.39% -210 13F-HR Timeline Verity Asset Management, Inc. More: the full row for Verity Asset Management, Inc. 8,729 $335K 0.14% -5,909 13F-HR Timeline GAM Holding AG in group GAM Holding AG More: the full row for GAM Holding AG 8,683 $333K 0.02% new 13F-HR Timeline Group Old North State Wealth Management, LLC More: the full row for Old North State Wealth Management, LLC 8,654 $332K 0.16% -372 13F-HR Timeline Capital Asset Advisory Services LLC More: the full row for Capital Asset Advisory Services LLC 7,614 $332K 0.01% +784 13F-HR Timeline Headlands Technologies LLC More: the full row for Headlands Technologies LLC 8,633 $331K 0.03% -17,793 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 8,561 $329K 0.03% +1,721 13F-HR Timeline Group Cannell & Spears LLC More: the full row for Cannell & Spears LLC 8,535 $328K 0.01% -1,375 13F-HR Timeline Perpetual Ltd in group Perpetual Ltd More: the full row for Perpetual Ltd 8,531 $327K <0.01% -159,190 13F-HR Timeline Group Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 8,499 $326K 0.01% -161 13F-HR Timeline SCHULHOFF & CO INC More: the full row for SCHULHOFF & CO INC 8,480 $325K 0.14% 0 13F-HR Timeline Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 8,473 $325K 0.05% 0 13F-HR Timeline Coastwise Capital Group, LLC More: the full row for Coastwise Capital Group, LLC 8,471 $325K 0.16% +48 13F-HR Timeline Evanson Asset Management, LLC More: the full row for Evanson Asset Management, LLC 8,464 $325K 0.02% 0 13F-HR Timeline Riverwater Partners LLC More: the full row for Riverwater Partners LLC 8,433 $324K 0.13% +36 13F-HR Timeline Great Diamond Partners, LLC More: the full row for Great Diamond Partners, LLC 8,420 $323K 0.06% -100 13F-HR Timeline MidFirst Bank More: the full row for MidFirst Bank 8,387 $322K 0.03% 13F-HR Timeline AlphaGrep UK Ltd More: the full row for AlphaGrep UK Ltd 8,319 $319K 0.11% 13F-HR Timeline JTC Employer Solutions Trustee Ltd More: the full row for JTC Employer Solutions Trustee Ltd 8,300 $319K 0.02% 0 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 8,298 $318K 0.01% +955 13F-HR Timeline Group Diversified Enterprises, LLC More: the full row for Diversified Enterprises, LLC 8,256 $317K 0.02% new 13F-HR Timeline EARNED WEALTH ADVISORS, LLC More: the full row for EARNED WEALTH ADVISORS, LLC 8,250 $317K 0.02% new 13F-HR/A Timeline Reliant Investment Partners, LLC More: the full row for Reliant Investment Partners, LLC 8,175 $314K 0.25% -600 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 8,163 $313K 0.02% new 13F-HR Timeline DMC Group, LLC More: the full row for DMC Group, LLC 8,128 $312K 0.21% -2,319 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 8,112 $311K 0.01% -1,212 13F-HR/A Timeline Union Bancaire Privee, UBP SA More: the full row for Union Bancaire Privee, UBP SA 9,486 $311K <0.01% +330 13F-HR Timeline KEMPNER CAPITAL MANAGEMENT INC. More: the full row for KEMPNER CAPITAL MANAGEMENT INC. 7,972 $310K 0.29% -48,551 13F-HR Timeline Councilmark Asset Management, LLC More: the full row for Councilmark Asset Management, LLC 8,060 $309K 0.17% +75 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 8,053 $309K 0.01% -172 13F-HR Timeline Veracity Capital LLC More: the full row for Veracity Capital LLC 8,032 $308K 0.09% -472 13F-HR Timeline Roof Eidam Maycock Peralta, LLC More: the full row for Roof Eidam Maycock Peralta, LLC 8,000 $307K 0.07% 0 13F-HR Timeline Pictet North America Advisors SA More: the full row for Pictet North America Advisors SA 8,000 $307K 0.03% 0 13F-HR Timeline Symmetry Investments LP in group Symmetry Investments LP More: the full row for Symmetry Investments LP 8,000 $307K 0.06% new 13F-HR Timeline Group Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 6,937 $307K 0.02% new 13F-HR Timeline Guinness Atkinson Asset Management Inc More: the full row for Guinness Atkinson Asset Management Inc 8,059 $305K 0.14% +473 13F-HR/A Timeline Linscomb Wealth, Inc. More: the full row for Linscomb Wealth, Inc. 7,932 $304K 0.01% -1,058 13F-HR Timeline Cornerstone National Bank & Trust Co More: the full row for Cornerstone National Bank & Trust Co 7,880 $302K 0.12% -8,919 13F-HR Timeline CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 7,859 $302K 0.03% new 13F-HR Timeline WESTPAC BANKING CORP in group WESTPAC BANKING CORP More: the full row for WESTPAC BANKING CORP 7,858 $302K 0.02% +2,070 13F-HR Timeline Group Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 7,718 $299K 0.02% +541 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 7,760 $298K 0.07% +6,756 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 7,708 $296K 0.02% -11 13F-HR Timeline Gryphon Financial Partners LLC More: the full row for Gryphon Financial Partners LLC 7,673 $295K 0.03% -1,959 13F-HR Timeline MBL Wealth, LLC More: the full row for MBL Wealth, LLC 7,656 $294K 0.02% new 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 7,633 $293K 0.02% -5 13F-HR Timeline Brown Financial Advisors More: the full row for Brown Financial Advisors 7,609 $292K 0.11% -768 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 7,607 $292K 0.02% +739 13F-HR Timeline Group Sawyer & Company, Inc More: the full row for Sawyer & Company, Inc 7,580 $291K 0.1% -612 13F-HR Timeline Ellis Investment Partners, LLC More: the full row for Ellis Investment Partners, LLC 7,545 $290K 0.05% -2,251 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 7,519 $289K 0.01% +958 13F-HR Timeline ACT WEALTH MANAGEMENT, LLC More: the full row for ACT WEALTH MANAGEMENT, LLC 7,500 $288K 0.09% new 13F-HR Timeline SHELTON CAPITAL MANAGEMENT More: the full row for SHELTON CAPITAL MANAGEMENT 7,468 $287K 0.01% 0 13F-HR Timeline LEVIN CAPITAL STRATEGIES, L.P. More: the full row for LEVIN CAPITAL STRATEGIES, L.P. 7,464 $286K 0.02% 0 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 7,435 $285K 0.02% -632 13F-HR Timeline BAR HARBOR WEALTH MANAGEMENT in group BAR HARBOR WEALTH MANAGEMENT More: the full row for BAR HARBOR WEALTH MANAGEMENT 7,430 $285K 0.02% -12 13F-HR Timeline Group Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 7,429 $285K 0.01% +59 13F-HR Timeline SUMMITRY LLC More: the full row for SUMMITRY LLC 7,396 $284K 0.01% new 13F-HR Timeline Abel Hall, LLC More: the full row for Abel Hall, LLC 7,337 $282K 0.07% new 13F-HR Timeline KW WEALTH MANAGEMENT LLC More: the full row for KW WEALTH MANAGEMENT LLC 7,306 $280K 0.43% +268 13F-HR Timeline EVERETT HARRIS & CO /CA/ More: the full row for EVERETT HARRIS & CO /CA/ 7,238 $278K <0.01% +359 13F-HR Timeline Wealth Alliance Advisory Group, LLC More: the full row for Wealth Alliance Advisory Group, LLC 7,216 $277K 0.05% +439 13F-HR Timeline Frec Markets, Inc. in group Frec Markets, Inc. More: the full row for Frec Markets, Inc. 7,211 $277K 0.08% 13F-HR Timeline Group Baader Bank Aktiengesellschaft More: the full row for Baader Bank Aktiengesellschaft 7,342 $277K 0.02% -13,793 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 7,207 $277K 0.01% +6,124 13F-HR Timeline ROBOTTI ROBERT in group ROBOTTI ROBERT More: the full row for ROBOTTI ROBERT 8,000 $275K 0.05% 0 13F-HR/A Timeline Group EVERPAR ADVISORS LLC More: the full row for EVERPAR ADVISORS LLC 7,147 $274K 0.1% -1,927 13F-HR Timeline SAPIENT CAPITAL LLC More: the full row for SAPIENT CAPITAL LLC 7,057 $274K <0.01% -765 13F-HR Timeline CONNING INC. in group CONNING INC. More: the full row for CONNING INC. 7,130 $274K 0.01% +730 13F-HR Timeline Group Krilogy Financial LLC More: the full row for Krilogy Financial LLC 5,473 $272K 0.01% -785 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 7,072 $271K 0.06% +91 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 7,060 $271K 0.01% -1,097 13F-HR Timeline DAVIDSON TRUST CO More: the full row for DAVIDSON TRUST CO 7,038 $270K 0.11% 0 13F-HR Timeline Delta Investment Management, LLC More: the full row for Delta Investment Management, LLC 7,034 $270K 0.05% -466 13F-HR Timeline FIRST CITIZENS BANK & TRUST CO More: the full row for FIRST CITIZENS BANK & TRUST CO 7,021 $269K 0.01% -1,403 13F-HR Timeline BLB&B Advisors, LLC More: the full row for BLB&B Advisors, LLC 7,002 $269K 0.01% -946 13F-HR Timeline McMillan Office, Inc. More: the full row for McMillan Office, Inc. 6,984 $268K 0.03% 13F-HR Timeline Welch & Forbes LLC More: the full row for Welch & Forbes LLC 6,940 $266K <0.01% -990 13F-HR Timeline NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 6,924 $266K 0.03% +655 13F-HR Timeline Roth Financial Partners LLC More: the full row for Roth Financial Partners LLC 6,900 $265K 0.09% 0 13F-HR Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 6,896 $265K 0.03% +1,013 13F-HR Timeline Beirne Wealth Consulting Services, LLC More: the full row for Beirne Wealth Consulting Services, LLC 6,872 $264K 0.08% new 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 6,871 $264K 0.03% +363 13F-HR Timeline VeraBank, N.A. More: the full row for VeraBank, N.A. 6,834 $262K 0.05% -991 13F-HR Timeline Reliant Investment Management, LLC More: the full row for Reliant Investment Management, LLC 6,826 $262K 0.11% -832 13F-HR Timeline Fort Point Capital Partners LLC More: the full row for Fort Point Capital Partners LLC 5,569 $259K 0.03% new 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 6,725 $258K 0.01% -2,539 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 6,696 $257K 0.01% +773 13F-HR Timeline Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 6,662 $256K 0.04% new 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 6,651 $255K 0.02% -1,584 13F-HR Timeline Larry Mathis Financial Planning, LLC More: the full row for Larry Mathis Financial Planning, LLC 6,620 $254K 0.22% 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 6,608 $254K 0.01% -1,309 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 6,564 $252K 0.01% +512 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 6,554 $252K 0.01% -1,847 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 6,521 $250K 0.02% -8,197 13F-HR Timeline XXI WEALTH, LLC More: the full row for XXI WEALTH, LLC 6,509 $250K 0.15% 13F-HR Timeline Welch Group, LLC More: the full row for Welch Group, LLC 6,499 $249K 0.01% +117 13F-HR Timeline Banque Transatlantique SA in group Banque Transatlantique SA More: the full row for Banque Transatlantique SA 6,483 $249K 0.01% -348 13F-HR/A Timeline Group CI INVESTMENTS INC. in group CI INVESTMENTS INC. More: the full row for CI INVESTMENTS INC. 6,478 $249K <0.01% -4,641 13F-HR Timeline Group Plan A Wealth LLC More: the full row for Plan A Wealth LLC 6,458 $248K 0.12% +631 13F-HR Timeline Empower Advisory Group, LLC in group Empower Annuity Insurance Co … More: the full row for Empower Advisory Group, LLC 6,443 $247K <0.01% -2,088 13F-HR Timeline Group Winthrop Capital Management, LLC More: the full row for Winthrop Capital Management, LLC 6,444 $247K 0.06% -3,314 13F-HR Timeline REXFORD CAPITAL INC More: the full row for REXFORD CAPITAL INC 6,391 $245K 0.19% +120 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 6,343 $245K 0.01% new 13F-HR Timeline Arkos Global Advisors More: the full row for Arkos Global Advisors 6,382 $245K 0.03% -1,590 13F-HR Timeline FEDERATED HERMES, INC. in group FEDERATED HERMES, INC. More: the full row for FEDERATED HERMES, INC. 6,373 $245K <0.01% -15,987 13F-HR Timeline Group Carlton Hofferkamp & Jenks Wealth Manag… More: the full row for Carlton Hofferkamp & Jenks Wealth Management, LLC 6,352 $244K 0.08% +100 13F-HR Timeline Retirement Planning Co of New England, … More: the full row for Retirement Planning Co of New England, Inc. 6,333 $243K 0.1% new 13F-HR Timeline Fiera Capital Corp in group Fiera Capital Corp More: the full row for Fiera Capital Corp 6,325 $243K <0.01% new 13F-HR Timeline Group Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 6,317 $242K <0.01% new 13F-HR Timeline IRON Financial LLC More: the full row for IRON Financial LLC 6,316 $242K 0.11% -70 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 6,272 $241K 0.01% new 13F-HR Timeline Laurel Wealth Advisors LLC More: the full row for Laurel Wealth Advisors LLC 6,274 $241K 0.03% new 13F-HR Timeline BBR PARTNERS, LLC More: the full row for BBR PARTNERS, LLC 6,260 $240K 0.01% -93 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 6,200 $240K 0.02% +4 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 6,230 $239K 0.1% 0 13F-HR Timeline TANDEM CAPITAL MANAGEMENT CORP /ADV More: the full row for TANDEM CAPITAL MANAGEMENT CORP /ADV 6,193 $238K 0.11% -29,182 13F-HR Timeline Samalin Investment Counsel, LLC More: the full row for Samalin Investment Counsel, LLC 6,176 $237K 0.08% new 13F-HR Timeline OpenArc Corporate Advisory, LLC More: the full row for OpenArc Corporate Advisory, LLC 6,168 $237K <0.01% 13F-HR Timeline Thomasville National Bank More: the full row for Thomasville National Bank 6,162 $236K 0.01% 0 13F-HR Timeline CURA WEALTH ADVISORS, LLC More: the full row for CURA WEALTH ADVISORS, LLC 6,139 $236K 0.09% 0 13F-HR Timeline Bay Colony Advisory Group, Inc d/b/a Ba… More: the full row for Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 6,129 $235K 0.03% new 13F-HR Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 6,097 $234K 0.01% -1,534 13F-HR Timeline RHODES INVESTMENT ADVISORS INC /ADV More: the full row for RHODES INVESTMENT ADVISORS INC /ADV 6,090 $234K 0.19% 13F-HR Timeline Royal Harbor Partners, LLC More: the full row for Royal Harbor Partners, LLC 6,075 $233K 0.08% 0 13F-HR Timeline Quadrature Capital Ltd in group Quadrature Capital Ltd More: the full row for Quadrature Capital Ltd 6,034 $232K <0.01% new 13F-HR Timeline Group GATEWAY INVESTMENT ADVISERS LLC More: the full row for GATEWAY INVESTMENT ADVISERS LLC 6,016 $231K <0.01% new 13F-HR Timeline Beta Wealth Group, Inc. More: the full row for Beta Wealth Group, Inc. 6,009 $231K 0.09% -198 13F-HR Timeline BankPlus Trust Department in group BankPlus Trust Department More: the full row for BankPlus Trust Department 6,000 $230K 0.06% 0 13F-HR Timeline Group Francis Financial, Inc. More: the full row for Francis Financial, Inc. 5,999 $230K 0.05% -301 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 5,993 $230K 0.02% new 13F-HR Timeline Group Zuckerman Investment Group, LLC More: the full row for Zuckerman Investment Group, LLC 5,982 $230K 0.02% +110 13F-HR Timeline New Hampshire Trust More: the full row for New Hampshire Trust 5,942 $228K 0.04% -3,334 13F-HR Timeline SENTINEL TRUST CO LBA More: the full row for SENTINEL TRUST CO LBA 5,934 $228K 0.02% 0 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 5,929 $228K <0.01% -2,222 13F-HR Timeline INVESTMENT ADVISORY SERVICES INC /TX /A… More: the full row for INVESTMENT ADVISORY SERVICES INC /TX /ADV 5,903 $227K 0.07% -643 13F-HR Timeline Rodgers Brothers Inc. More: the full row for Rodgers Brothers Inc. 5,877 $226K 0.03% -850 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 5,865 $225K 0.05% +38 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 5,852 $225K 0.01% new 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 5,842 $224K 0.05% +1,299 13F-HR Timeline Marble Harbor Investment Counsel, LLC More: the full row for Marble Harbor Investment Counsel, LLC 5,826 $224K 0.02% -1,950 13F-HR Timeline FORTERIS WEALTH MANAGEMENT INC. More: the full row for FORTERIS WEALTH MANAGEMENT INC. 5,800 $223K 0.22% 13F-HR Timeline Bahl & Gaynor LLC More: the full row for Bahl & Gaynor LLC 5,796 $222K <0.01% -1,900 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 5,790 $222K 0.01% -4,751 13F-HR Timeline Waterloo Capital, L.P. More: the full row for Waterloo Capital, L.P. 5,784 $222K 0.02% new 13F-HR Timeline Providence Financial Advisors, LLC More: the full row for Providence Financial Advisors, LLC 5,772 $222K 0.22% new 13F-HR Timeline WHALEROCK POINT PARTNERS, LLC More: the full row for WHALEROCK POINT PARTNERS, LLC 5,771 $221K 0.04% new 13F-HR Timeline TRED AVON FAMILY WEALTH, LLC More: the full row for TRED AVON FAMILY WEALTH, LLC 5,763 $221K 0.07% new 13F-HR Timeline Quintet Private Bank (Europe) S.A. More: the full row for Quintet Private Bank (Europe) S.A. 5,760 $221K 0.01% -4,780 13F-HR Timeline SOL Capital Management CO More: the full row for SOL Capital Management CO 5,750 $221K 0.02% -100 13F-HR Timeline LVW Advisors, LLC More: the full row for LVW Advisors, LLC 5,745 $220K 0.02% new 13F-HR Timeline iA Global Asset Management Inc. More: the full row for iA Global Asset Management Inc. 5,736 $220K <0.01% +5,029 13F-HR Timeline SmartHarvest Portfolios, LLC More: the full row for SmartHarvest Portfolios, LLC 5,707 $219K 0.08% 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 5,699 $219K 0.01% new 13F-HR Timeline Peoples Bank/KS More: the full row for Peoples Bank/KS 5,695 $219K 0.22% new 13F-HR Timeline Applied Capital LLC/FL More: the full row for Applied Capital LLC/FL 5,693 $218K 0.15% new 13F-HR Timeline ASPIRIANT, LLC More: the full row for ASPIRIANT, LLC 5,690 $218K 0.01% new 13F-HR Timeline Torray Investment Partners LLC More: the full row for Torray Investment Partners LLC 5,681 $218K 0.03% new 13F-HR Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 5,675 $218K <0.01% new 13F-HR Timeline Buckley Wealth Management, LLC More: the full row for Buckley Wealth Management, LLC 5,648 $217K 0.06% new 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 5,638 $216K -5,689 Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 5,633 $216K 0.01% new 13F-HR Timeline NIXON PEABODY TRUST CO More: the full row for NIXON PEABODY TRUST CO 5,624 $216K 0.02% new 13F-HR Timeline Alta Advisers Ltd in group Alta Advisers Ltd More: the full row for Alta Advisers Ltd 5,623 $216K 0.08% -3,100 13F-HR Timeline Group PeakShares LLC More: the full row for PeakShares LLC 5,597 $215K 0.21% 13F-HR Timeline STALEY CAPITAL ADVISERS INC More: the full row for STALEY CAPITAL ADVISERS INC 5,556 $213K 0.01% new 13F-HR Timeline Cladis Investment Advisory, LLC More: the full row for Cladis Investment Advisory, LLC 5,546 $213K 0.12% new 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 5,540 $213K 0.01% +236 13F-HR Timeline MAIRS & POWER INC More: the full row for MAIRS & POWER INC 5,500 $211K <0.01% -2,024 13F-HR Timeline NEEDHAM INVESTMENT MANAGEMENT LLC in group NEEDHAM INVESTMENT MANAGEMENT… More: the full row for NEEDHAM INVESTMENT MANAGEMENT LLC 5,500 $211K 0.01% new 13F-HR Timeline Group TrueWealth Advisors, LLC More: the full row for TrueWealth Advisors, LLC 5,493 $211K 0.05% new 13F-HR Timeline Arcataur Capital Management LLC More: the full row for Arcataur Capital Management LLC 5,493 $211K 0.06% new 13F-HR Timeline FDx Advisors, Inc. More: the full row for FDx Advisors, Inc. 5,472 $210K 0.11% new 13F-HR Timeline R Squared Ltd More: the full row for R Squared Ltd 5,408 $208K 0.1% new 13F-HR Timeline Carnegie Investment Counsel More: the full row for Carnegie Investment Counsel 5,397 $207K <0.01% new 13F-HR Timeline GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 5,393 $207K 0.01% -7,963 13F-HR Timeline Alan B Lancz & Associates, Inc. More: the full row for Alan B Lancz & Associates, Inc. 5,378 $206K 0.18% new 13F-HR Timeline Argent Advisors, Inc. More: the full row for Argent Advisors, Inc. 5,350 $205K 0.06% new 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 5,346 $205K <0.01% new 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 5,333 $205K 0.01% -725 13F-HR/A Timeline Group TRUSTMARK BANK TRUST DEPARTMENT More: the full row for TRUSTMARK BANK TRUST DEPARTMENT 5,325 $204K 0.01% new 13F-HR Timeline Retirement Planning Group, LLC More: the full row for Retirement Planning Group, LLC 5,315 $204K 0.01% new 13F-HR Timeline Avestar Capital, LLC More: the full row for Avestar Capital, LLC 5,260 $203K 0.01% new 13F-HR Timeline PATTEN & PATTEN INC/TN More: the full row for PATTEN & PATTEN INC/TN 5,297 $203K 0.01% -1,075 13F-HR Timeline Paradigm Capital Management, LLC/NV More: the full row for Paradigm Capital Management, LLC/NV 5,275 $202K 0.19% new 13F-HR Timeline CARDIFF PARK ADVISORS, LLC More: the full row for CARDIFF PARK ADVISORS, LLC 5,262 $202K 0.02% new 13F-HR Timeline Paragon Capital Management Ltd More: the full row for Paragon Capital Management Ltd 5,224 $201K 0.04% new 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 5,223 $200K <0.01% new 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 5,104 $196K <0.01% +357 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 5,041 $193K 0.02% +200 13F-HR Timeline Highlander Partners, L.P. More: the full row for Highlander Partners, L.P. 5,040 $193K 0.07% new 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 5,000 $192K 0.01% -100 13F-HR Timeline Group Garton & Associates Financial Advisors … More: the full row for Garton & Associates Financial Advisors LLC 4,940 $190K 0.11% 13F-HR Timeline Catalyst Capital Advisors LLC More: the full row for Catalyst Capital Advisors LLC 4,547 $175K <0.01% new 13F-HR Timeline Ceeto Capital Group, LLC More: the full row for Ceeto Capital Group, LLC 4,500 $174K 0.05% 0 13F-HR Timeline U S GLOBAL INVESTORS INC More: the full row for U S GLOBAL INVESTORS INC 4,500 $173K 0.02% 0 13F-HR Timeline Basepoint Wealth LLC More: the full row for Basepoint Wealth LLC 4,433 $170K 0.1% new 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 4,427 $170K 0.01% +112 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 4,326 $166K 0.01% new 13F-HR Timeline Virtus Investment Advisers, LLC in group Virtus Investment Advisers, L… More: the full row for Virtus Investment Advisers, LLC 4,242 $163K 0.04% new 13F-HR Timeline Group