Forza Wealth Management, LLC More: the full row for Forza Wealth Management, LLC 8,145 $395K 0.14% -530 13F-HR Timeline Cordgrass Capital Advisors, LLC More: the full row for Cordgrass Capital Advisors, LLC 8,123 $394K 0.09% +24 13F-HR Timeline PharVision Advisers, LLC More: the full row for PharVision Advisers, LLC 8,121 $394K 0.2% new 13F-HR Timeline SPWM Advisors LLC More: the full row for SPWM Advisors LLC 8,119 $393K 0.38% 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 7,886 $382K 0.02% -1,043 13F-HR Timeline WEATHERLY ASSET MANAGEMENT L. P. More: the full row for WEATHERLY ASSET MANAGEMENT L. P. 7,777 $377K 0.03% +26 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 7,772 $377K 0.06% +1,629 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 7,912 $375K 0.01% +35 13F-HR Timeline Greenfield Seitz Capital Management, LLC More: the full row for Greenfield Seitz Capital Management, LLC 7,720 $374K 0.12% -1,560 13F-HR Timeline Abel Hall, LLC More: the full row for Abel Hall, LLC 7,677 $372K 0.09% -496 13F-HR Timeline LAUREL OAK WEALTH MANAGEMENT, LLC More: the full row for LAUREL OAK WEALTH MANAGEMENT, LLC 7,665 $371K 0.06% 13F-HR Timeline AssuredPartners Investment Advisors, LLC More: the full row for AssuredPartners Investment Advisors, LLC 7,659 $371K 0.06% new 13F-HR Timeline Sivia Capital Partners, LLC More: the full row for Sivia Capital Partners, LLC 7,642 $370K 0.07% +1,797 13F-HR Timeline Aspen Grove Capital, LLC More: the full row for Aspen Grove Capital, LLC 7,638 $370K 0.06% -1 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 7,623 $369K 0.01% -109 13F-HR Timeline Arista Wealth Management, LLC More: the full row for Arista Wealth Management, LLC 7,520 $364K 0.04% -370 13F-HR Timeline Engineers Gate Manager LP More: the full row for Engineers Gate Manager LP 7,473 $362K <0.01% new 13F-HR Timeline Persistent Asset Partners Ltd More: the full row for Persistent Asset Partners Ltd 7,445 $361K 0.17% new 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 7,290 $353K 0.01% -52,401 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 7,278 $353K 0.01% -38,263 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 7,263 $352K 0.01% -451 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 7,248 $351K <0.01% 0 13F-HR Timeline Strategic Global Advisors, LLC More: the full row for Strategic Global Advisors, LLC 7,237 $351K 0.05% new 13F-HR Timeline Cherokee Insurance Co More: the full row for Cherokee Insurance Co 7,213 $350K 0.14% 0 13F-HR Timeline Wynn Capital, LLC More: the full row for Wynn Capital, LLC 7,211 $349K 0.17% -415 13F-HR Timeline GREENLEAF TRUST More: the full row for GREENLEAF TRUST 7,121 $345K <0.01% -372 13F-HR Timeline ST GERMAIN D J CO INC in group ST GERMAIN D J CO INC More: the full row for ST GERMAIN D J CO INC 7,105 $344K 0.01% 0 13F-HR Timeline Group CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 7,015 $340K 0.02% -1,019 13F-HR Timeline DRW Securities, LLC More: the full row for DRW Securities, LLC 7,000 $339K 0.03% new 13F-HR Timeline Revisor Wealth Management LLC More: the full row for Revisor Wealth Management LLC 7,071 $336K 0.09% new 13F-HR Timeline Brucke Financial, Inc. More: the full row for Brucke Financial, Inc. 6,894 $334K 0.18% -293 13F-HR Timeline GUGGENHEIM CAPITAL LLC in group GUGGENHEIM CAPITAL LLC More: the full row for GUGGENHEIM CAPITAL LLC 6,846 $332K <0.01% +1,586 13F-HR Timeline Group Beverly Hills Private Wealth, LLC More: the full row for Beverly Hills Private Wealth, LLC 6,840 $331K 0.06% -6,755 13F-HR/A Timeline RNC CAPITAL MANAGEMENT LLC More: the full row for RNC CAPITAL MANAGEMENT LLC 6,808 $330K 0.02% -575 13F-HR Timeline EAGLE ROCK INVESTMENT COMPANY, LLC More: the full row for EAGLE ROCK INVESTMENT COMPANY, LLC 6,800 $330K 0.05% 0 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 6,792 $329K 0.01% +747 13F-HR Timeline Cetera Trust Company, N.A More: the full row for Cetera Trust Company, N.A 6,790 $329K 0.18% +650 13F-HR Timeline West Family Investments, Inc. More: the full row for West Family Investments, Inc. 6,774 $328K 0.08% -2,468 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 6,579 $319K 0.02% +295 13F-HR Timeline CERTIOR FINANCIAL GROUP, LLC More: the full row for CERTIOR FINANCIAL GROUP, LLC 6,509 $315K 0.21% +882 13F-HR Timeline Y.D. More Investments Ltd in group Y.D. More Investments Ltd More: the full row for Y.D. More Investments Ltd 6,500 $315K 0.02% 0 13F-HR Timeline Group New Republic Capital, LLC More: the full row for New Republic Capital, LLC 6,462 $313K 0.08% new 13F-HR Timeline BANK OF STOCKTON More: the full row for BANK OF STOCKTON 6,443 $312K 0.09% -235 13F-HR Timeline E&G Advisors, LLC More: the full row for E&G Advisors, LLC 6,398 $310K 0.07% 0 13F-HR Timeline GENESIS PRIVATE WEALTH, LLC More: the full row for GENESIS PRIVATE WEALTH, LLC 6,324 $306K 0.1% +557 13F-HR Timeline Cordatus Wealth Management LLC More: the full row for Cordatus Wealth Management LLC 6,316 $306K 0.07% +1,913 13F-HR Timeline NEW WAVE WEALTH ADVISORS LLC More: the full row for NEW WAVE WEALTH ADVISORS LLC 6,311 $306K 0.11% -125 13F-HR Timeline FIDUCIARY FINANCIAL GROUP, LLC More: the full row for FIDUCIARY FINANCIAL GROUP, LLC 6,293 $305K 0.04% +11 13F-HR Timeline ATLANTIC FAMILY WEALTH, LLC More: the full row for ATLANTIC FAMILY WEALTH, LLC 6,291 $305K 0.23% -15 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 6,286 $305K <0.01% +53 13F-HR Timeline First County Bank /CT/ More: the full row for First County Bank /CT/ 6,258 $303K 0.16% -2,305 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 6,172 $299K 0.01% +671 13F-HR Timeline Pinnacle West Asset Management, Inc. More: the full row for Pinnacle West Asset Management, Inc. 6,175 $299K 0.19% +425 13F-HR Timeline Ledyard National Bank More: the full row for Ledyard National Bank 6,091 $295K 0.03% -322 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 6,087 $295K 0.01% new 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 6,067 $294K 0.01% -627 13F-HR Timeline COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 6,051 $293K <0.01% -1,232 13F-HR Timeline Group PING CAPITAL MANAGEMENT, INC. More: the full row for PING CAPITAL MANAGEMENT, INC. 6,000 $291K 0.12% 0 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 5,970 $289K <0.01% +2,872 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 5,921 $287K 0.01% +31 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 5,852 $284K <0.01% -1,425 13F-HR Timeline Bellevue Group AG in group Bellevue Group AG More: the full row for Bellevue Group AG 5,851 $284K 0.01% -3,009 13F-HR Timeline Group Patten Group, Inc. More: the full row for Patten Group, Inc. 5,823 $282K 0.05% -5,470 13F-HR Timeline Empowered Funds, LLC More: the full row for Empowered Funds, LLC 5,802 $281K <0.01% +550 13F-HR/A Timeline JACOBS & CO/CA More: the full row for JACOBS & CO/CA 5,815 $281K 0.03% -725 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 5,779 $280K 0.01% -19,155 13F-HR Timeline DEARBORN PARTNERS LLC More: the full row for DEARBORN PARTNERS LLC 5,729 $278K 0.01% +180 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 5,722 $277K 0.03% -600 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 5,701 $276K 0.19% +285 13F-HR Timeline Ascentis Independent Advisors in group Ascentis Wealth Management, L… More: the full row for Ascentis Independent Advisors 5,687 $276K 0.04% +940 13F-HR Timeline Group BSW Wealth Partners More: the full row for BSW Wealth Partners 5,667 $275K 0.03% -2,409 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 5,624 $273K <0.01% +5,132 13F-HR Timeline FLC Capital Advisors More: the full row for FLC Capital Advisors 5,543 $269K 0.05% -208 13F-HR Timeline J.M. Arbour, LLC More: the full row for J.M. Arbour, LLC 5,482 $266K 0.27% 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 5,436 $263K 0.01% -48 13F-HR Timeline NATURAL INVESTMENTS, LLC More: the full row for NATURAL INVESTMENTS, LLC 5,438 $263K 0.07% +444 13F-HR Timeline Sunpointe, LLC More: the full row for Sunpointe, LLC 5,346 $259K 0.09% -6 13F-HR Timeline Clark Asset Management, LLC More: the full row for Clark Asset Management, LLC 5,341 $259K 0.03% new 13F-HR Timeline Beacon Bank & Trust More: the full row for Beacon Bank & Trust 5,305 $257K 0.05% -376 13F-HR Timeline Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 5,291 $256K 0.01% +973 13F-HR Timeline Group Wedmont Private Capital More: the full row for Wedmont Private Capital 5,244 $254K 0.01% +616 13F-HR Timeline Analyst IMS Investment Management Servi… in group Analyst IMS Investment Manage… More: the full row for Analyst IMS Investment Management Services Ltd. 5,208 $252K 0.01% 0 13F-HR Timeline Group GF FUND MANAGEMENT CO. LTD. More: the full row for GF FUND MANAGEMENT CO. LTD. 5,199 $252K <0.01% -574 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 5,170 $251K 0.03% +170 13F-HR Timeline 180 WEALTH ADVISORS, LLC More: the full row for 180 WEALTH ADVISORS, LLC 5,169 $250K 0.03% -1,020 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 5,167 $250K 0.01% 0 13F-HR Timeline Leonard Rickey Investment Advisors P.L.… More: the full row for Leonard Rickey Investment Advisors P.L.L.C. 5,145 $249K 0.05% -188 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 5,201 $247K <0.01% +217 13F-HR Timeline Group Florida Trust Wealth Management Co More: the full row for Florida Trust Wealth Management Co 5,058 $245K 0.01% new 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 5,058 $245K 0.01% +264 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 5,019 $243K 0.02% +103 13F-HR Timeline Old North State Trust, LLC More: the full row for Old North State Trust, LLC 5,010 $243K 0.14% +155 13F-HR Timeline SHRIER WEALTH MANAGEMENT, LLC More: the full row for SHRIER WEALTH MANAGEMENT, LLC 5,003 $242K 0.1% 13F-HR Timeline Zhang Financial LLC More: the full row for Zhang Financial LLC 5,000 $242K 0.01% -30 13F-HR Timeline Alan B Lancz & Associates, Inc. More: the full row for Alan B Lancz & Associates, Inc. 5,000 $242K 0.21% 0 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 4,938 $239K 0.01% new 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 4,932 $239K 0.02% new 13F-HR Timeline WESBANCO BANK INC More: the full row for WESBANCO BANK INC 4,927 $239K 0.01% +230 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 4,901 $238K 0.13% 0 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 4,882 $237K 0.01% -518 13F-HR Timeline SENTINEL TRUST CO LBA More: the full row for SENTINEL TRUST CO LBA 4,878 $236K 0.02% 0 13F-HR Timeline Paragon Private Wealth Management, LLC More: the full row for Paragon Private Wealth Management, LLC 4,847 $235K 0.07% -1,461 13F-HR Timeline Whetstone Capital Advisors, LLC More: the full row for Whetstone Capital Advisors, LLC 4,754 $230K 0.07% -137 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 4,738 $230K 0.01% -74 13F-HR Timeline Midwest Trust Co More: the full row for Midwest Trust Co 4,724 $229K <0.01% new 13F-HR Timeline Harrington Investments, INC More: the full row for Harrington Investments, INC 4,657 $226K 0.11% -95 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 4,688 $224K 0.01% -314 13F-HR Timeline PARADIGM ASSET MANAGEMENT CO LLC More: the full row for PARADIGM ASSET MANAGEMENT CO LLC 4,619 $224K 0.05% 0 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 4,559 $221K <0.01% -935 13F-HR Timeline Kendall Capital Management More: the full row for Kendall Capital Management 4,540 $220K 0.05% -145 13F-HR Timeline PARK NATIONAL CORP /OH/ More: the full row for PARK NATIONAL CORP /OH/ 4,532 $220K 0.01% new 13F-HR Timeline SIH Partners, LLLP in group SIH Partners, LLLP More: the full row for SIH Partners, LLLP 4,500 $218K 0.01% 0 13F-HR Timeline Group Net Worth Advisory Group More: the full row for Net Worth Advisory Group 4,495 $218K 0.04% +80 13F-HR Timeline SCOTIA CAPITAL INC. More: the full row for SCOTIA CAPITAL INC. 4,492 $218K <0.01% -192 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 4,462 $216K <0.01% -560 13F-HR Timeline Planned Solutions, Inc. More: the full row for Planned Solutions, Inc. 4,462 $216K 0.07% 0 13F-HR Timeline Opal Wealth Advisors, LLC More: the full row for Opal Wealth Advisors, LLC 4,431 $215K 0.06% -286 13F-HR Timeline Ritter Daniher Financial Advisory LLC /… More: the full row for Ritter Daniher Financial Advisory LLC / DE 4,420 $214K 0.04% new 13F-HR Timeline Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 4,636 $214K 0.01% -756 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 4,430 $214K 0.03% -1,295 13F-HR Timeline Foyston, Gordon & Payne Inc More: the full row for Foyston, Gordon & Payne Inc 4,412 $214K 0.05% -803 13F-HR Timeline Trek Financial, LLC More: the full row for Trek Financial, LLC 4,400 $213K 0.01% new 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 4,381 $212K <0.01% -48 13F-HR Timeline FOCUSED ALPHA, LLC More: the full row for FOCUSED ALPHA, LLC 4,291 $208K 0.06% 13F-HR Timeline BANK OZK More: the full row for BANK OZK 4,289 $208K 0.07% new 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 4,285 $208K 0.01% +20 13F-HR Timeline PATTEN & PATTEN INC/TN More: the full row for PATTEN & PATTEN INC/TN 4,232 $205K 0.01% new 13F-HR Timeline GSA CAPITAL PARTNERS LLP More: the full row for GSA CAPITAL PARTNERS LLP 4,222 $205K 0.02% new 13F-HR Timeline OARSMAN CAPITAL, INC. More: the full row for OARSMAN CAPITAL, INC. 4,220 $205K 0.03% new 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 4,200 $204K 0.02% 0 13F-HR Timeline Maia Wealth LLC More: the full row for Maia Wealth LLC 4,289 $202K 0.03% new 13F-HR Timeline Hennion & Walsh Asset Management, Inc. More: the full row for Hennion & Walsh Asset Management, Inc. 4,150 $201K 0.01% -728 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 4,072 $197K 0.04% 0 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 4,008 $194K <0.01% -310 13F-HR Timeline Group Lloyd Advisory Services, LLC. More: the full row for Lloyd Advisory Services, LLC. 3,857 $187K 0.07% new 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 3,856 $187K 0.01% -613 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 3,694 $179K 0.04% 13F-HR Timeline Knights of Columbus Asset Advisors LLC More: the full row for Knights of Columbus Asset Advisors LLC 3,689 $179K 0.01% 0 13F-HR Timeline Hara Capital LLC More: the full row for Hara Capital LLC 3,388 $164K 0.09% -90 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 3,315 $161K 0.01% +278 13F-HR Timeline T. Rowe Price Investment Management, In… More: the full row for T. Rowe Price Investment Management, Inc. 3,108 $151K <0.01% +619 13F-HR/A Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 3,100 $150K 0.01% 0 13F-HR Timeline Strengthening Families & Communities, L… More: the full row for Strengthening Families & Communities, LLC 3,000 $145K 0.05% -321 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 2,790 $135K 0.01% -422 13F-HR Timeline Colonial Trust Co / SC in group Colonial Trust Advisors More: the full row for Colonial Trust Co / SC 2,618 $127K 0.02% -27 13F-HR Timeline Group ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 2,577 $125K 0.01% 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 2,405 $117K <0.01% +114 13F-HR Timeline Group Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 2,380 $115K 0.02% +516 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 2,323 $113K 0.01% 0 13F-HR Timeline Hilton Head Capital Partners, LLC More: the full row for Hilton Head Capital Partners, LLC 2,243 $109K 0.06% 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 2,062 $99.9K 0.03% +279 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 2,004 $97.1K <0.01% -267 13F-HR Timeline Group IFP Advisors, Inc More: the full row for IFP Advisors, Inc 1,981 $96K <0.01% +28 13F-HR Timeline SITTNER & NELSON, LLC More: the full row for SITTNER & NELSON, LLC 2,000 $95.7K 0.03% +1,000 13F-HR Timeline Garner Asset Management Corp More: the full row for Garner Asset Management Corp 1,944 $94.2K 0.04% new 13F-HR Timeline Wellington Grp LLC More: the full row for Wellington Grp LLC 1,944 $94.2K 0.03% 13F-HR/A Timeline CHELSEA COUNSEL CO More: the full row for CHELSEA COUNSEL CO 1,910 $92.6K 0.04% -11,835 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 1,875 $90.9K <0.01% -655 13F-HR Timeline Group Quintet Private Bank (Europe) S.A. More: the full row for Quintet Private Bank (Europe) S.A. 1,850 $89.7K 0.01% 0 13F-HR Timeline Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 1,848 $89.6K 0.03% 0 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 1,815 $88K <0.01% -48 13F-HR Timeline Group Asset Dedication, LLC More: the full row for Asset Dedication, LLC 1,812 $87.8K 0.01% -3 13F-HR Timeline Garton & Associates Financial Advisors … More: the full row for Garton & Associates Financial Advisors LLC 1,795 $87K 0.05% 13F-HR Timeline TORONTO DOMINION BANK in group TORONTO DOMINION BANK More: the full row for TORONTO DOMINION BANK 1,790 $87K <0.01% 0 13F-HR Timeline Group NEW YORK STATE COMMON RETIREMENT FUND More: the full row for NEW YORK STATE COMMON RETIREMENT FUND 1,788 $86.6K <0.01% 0 13F-HR Timeline Bank & Trust Co More: the full row for Bank & Trust Co 1,644 $79.7K 0.06% 0 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 1,402 $67.9K 0.01% 0 13F-HR Timeline Costello Asset Management, INC More: the full row for Costello Asset Management, INC 1,400 $67.8K 0.02% 0 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 1,394 $67K <0.01% 0 13F-HR/A Timeline Group WealthCollab, LLC More: the full row for WealthCollab, LLC 1,327 $64.3K 0.03% -211 13F-HR Timeline CONTRAVISORY INVESTMENT MANAGEMENT, INC. More: the full row for CONTRAVISORY INVESTMENT MANAGEMENT, INC. 1,300 $63K 0.01% 0 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 1,274 $61.7K <0.01% 0 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 1,243 $60.2K 0.01% +923 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 1,207 $58K 0.01% -200 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 1,173 $56.8K 0.01% +82 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 1,037 $50.3K <0.01% -25 13F-HR Timeline Meramec Financial Planners, LLC More: the full row for Meramec Financial Planners, LLC 1,025 $49K 0.02% 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 1,000 $48.5K <0.01% 0 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 966 $47K <0.01% 0 13F-HR Timeline BAYBAN More: the full row for BAYBAN 968 $46.9K 0.04% 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 902 $43.7K <0.01% -555 13F-HR Timeline Trust Co More: the full row for Trust Co 891 $43.2K <0.01% new 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 850 $41.2K 0.01% 0 13F-HR Timeline Ransom Advisory, Ltd More: the full row for Ransom Advisory, Ltd 825 $40K 0.02% -300 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 810 $39.3K <0.01% +266 13F-HR Timeline Daiwa Securities Group Inc. in group Daiwa Securities Group Inc. More: the full row for Daiwa Securities Group Inc. 783 $38K <0.01% -60 13F-HR Timeline Group UMB Bank, n.a. More: the full row for UMB Bank, n.a. 780 $37.8K <0.01% +77 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Brentview Investment Management LLC More: the full row for Brentview Investment Management LLC 763 $37K 0.02% 0 13F-HR Timeline TCTC Holdings, LLC in group TCTC Holdings, LLC More: the full row for TCTC Holdings, LLC 750 $36.3K <0.01% 0 13F-HR Timeline Group CDKV HOLDINGS LLC More: the full row for CDKV HOLDINGS LLC 750 $36.3K 0.03% 13F-HR Timeline MTM Investment Management, LLC More: the full row for MTM Investment Management, LLC 740 $35.9K 0.01% 0 13F-HR Timeline Purpose Unlimited Inc. in group Purpose Unlimited Inc. More: the full row for Purpose Unlimited Inc. 738 $35.8K <0.01% 13F-HR Timeline Group WELLINGTON-ALTUS USA INC. More: the full row for WELLINGTON-ALTUS USA INC. 733 $35.5K 0.03% 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 708 $34.3K <0.01% +15 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 696 $33.7K 0.01% +588 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 676 $32.6K 0.01% 0 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 655 $31.7K 0.01% 0 13F-HR Timeline DELTA ASSET MANAGEMENT LLC/TN More: the full row for DELTA ASSET MANAGEMENT LLC/TN 650 $31.5K <0.01% 0 13F-HR Timeline Global Trust Asset Management, LLC More: the full row for Global Trust Asset Management, LLC 645 $31.3K 0.01% -235 13F-HR Timeline Measured Wealth Private Client Group, L… More: the full row for Measured Wealth Private Client Group, LLC 610 $29.6K 0.01% 0 13F-HR Timeline