Grove Bank & Trust More: the full row for Grove Bank & Trust 827 $412K 0.06% +100 13F-HR Timeline ACIMA PRIVATE WEALTH, LLC More: the full row for ACIMA PRIVATE WEALTH, LLC 826 $411K 0.14% 0 13F-HR Timeline Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 823 $410K 0.02% 0 13F-HR Timeline Legacy Advisors, LLC More: the full row for Legacy Advisors, LLC 822 $409K 0.04% +23 13F-HR Timeline KG Capital Management More: the full row for KG Capital Management 820 $408K 0.13% +225 13F-HR Timeline Ledyard National Bank More: the full row for Ledyard National Bank 819 $408K 0.04% +14 13F-HR Timeline Berry Wealth Group, LP More: the full row for Berry Wealth Group, LP 813 $405K 0.29% +57 13F-HR Timeline Virtue Capital Management, LLC More: the full row for Virtue Capital Management, LLC 813 $405K 0.08% -94 13F-HR Timeline Eisler Capital Management Ltd. More: the full row for Eisler Capital Management Ltd. 815 $403K 0.01% 13F-HR Timeline Legato Capital Management LLC More: the full row for Legato Capital Management LLC 808 $402K 0.05% -907 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 804 $400K 0.01% +206 13F-HR Timeline Biltmore Family Office, LLC More: the full row for Biltmore Family Office, LLC 803 $400K 0.07% +66 13F-HR Timeline Dempze Nancy E More: the full row for Dempze Nancy E 800 $398K 0.23% 0 13F-HR Timeline CHILDRESS CAPITAL ADVISORS, LLC More: the full row for CHILDRESS CAPITAL ADVISORS, LLC 798 $397K 0.11% +3 13F-HR Timeline Pekin Hardy Strauss, Inc. More: the full row for Pekin Hardy Strauss, Inc. 797 $397K 0.05% 0 13F-HR Timeline WADDELL & ASSOCIATES, LLC More: the full row for WADDELL & ASSOCIATES, LLC 797 $397K 0.04% 0 13F-HR/A Timeline New Century Financial Group, LLC More: the full row for New Century Financial Group, LLC 790 $395K 0.17% -170 13F-HR Timeline BECK MACK & OLIVER LLC More: the full row for BECK MACK & OLIVER LLC 791 $394K 0.01% new 13F-HR Timeline Cache Advisors, LLC More: the full row for Cache Advisors, LLC 789 $393K 0.16% 13F-HR/A Timeline Fiduciary Alliance LLC More: the full row for Fiduciary Alliance LLC 787 $392K 0.04% new 13F-HR Timeline ARTHUR M. COHEN & ASSOCIATES, LLC More: the full row for ARTHUR M. COHEN & ASSOCIATES, LLC 787 $392K 0.07% -1,554 13F-HR Timeline Clayton Financial Group LLC More: the full row for Clayton Financial Group LLC 782 $389K 0.14% 0 13F-HR Timeline Nicholas Wealth, LLC. More: the full row for Nicholas Wealth, LLC. 806 $389K 0.21% -40 13F-HR Timeline SHUFRO ROSE & CO LLC More: the full row for SHUFRO ROSE & CO LLC 780 $388K 0.03% +53 13F-HR Timeline Fairtree Asset Management (Pty) Ltd More: the full row for Fairtree Asset Management (Pty) Ltd 780 $388K 0.37% 13F-HR/A Timeline XML Financial, LLC More: the full row for XML Financial, LLC 779 $388K 0.04% +56 13F-HR Timeline Consolidated Portfolio Review Corp More: the full row for Consolidated Portfolio Review Corp 774 $385K 0.06% +42 13F-HR Timeline STRATEGY ASSET MANAGERS LLC More: the full row for STRATEGY ASSET MANAGERS LLC 773 $385K 0.07% 0 13F-HR Timeline Accelerate Investment Advisors LLC More: the full row for Accelerate Investment Advisors LLC 773 $385K 0.34% +200 13F-HR Timeline Samalin Investment Counsel, LLC More: the full row for Samalin Investment Counsel, LLC 772 $385K 0.17% 0 13F-HR Timeline Burford Brothers, Inc. More: the full row for Burford Brothers, Inc. 772 $385K 0.19% 0 13F-HR Timeline FOURPATH CAPITAL MANAGEMENT, LLC More: the full row for FOURPATH CAPITAL MANAGEMENT, LLC 772 $384K 0.07% -1 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 768 $383K <0.01% +116 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 766 $381K 0.04% +16 13F-HR Timeline Group Gainplan LLC More: the full row for Gainplan LLC 758 $378K 0.14% -28 13F-HR Timeline Attessa Capital LLC More: the full row for Attessa Capital LLC 757 $377K 0.26% 13F-HR Timeline Huntleigh Advisors, Inc. More: the full row for Huntleigh Advisors, Inc. 756 $377K 0.08% 13F-HR Timeline READYSTATE ASSET MANAGEMENT LP More: the full row for READYSTATE ASSET MANAGEMENT LP 756 $377K 0.02% new 13F-HR Timeline CIDEL ASSET MANAGEMENT INC More: the full row for CIDEL ASSET MANAGEMENT INC 754 $376K 0.03% +62 13F-HR Timeline City State Bank More: the full row for City State Bank 751 $374K 0.13% -6 13F-HR Timeline Violich Capital Management, Inc. More: the full row for Violich Capital Management, Inc. 750 $374K 0.05% 0 13F-HR Timeline Traveka Wealth, LLC More: the full row for Traveka Wealth, LLC 751 $374K 0.21% +78 13F-HR Timeline LB Partners LLC More: the full row for LB Partners LLC 750 $374K 0.28% 0 13F-HR Timeline Somerset Group LLC More: the full row for Somerset Group LLC 750 $374K 0.34% 0 13F-HR Timeline Destination Wealth Management More: the full row for Destination Wealth Management 749 $373K 0.01% 0 13F-HR Timeline Mill Creek Capital Advisors, LLC More: the full row for Mill Creek Capital Advisors, LLC 749 $373K 0.01% -16 13F-HR Timeline BANK OF STOCKTON More: the full row for BANK OF STOCKTON 748 $373K 0.11% -86 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 746 $372K 0.06% +28 13F-HR Timeline Carr Financial Group Corp More: the full row for Carr Financial Group Corp 744 $370K 0.12% +8 13F-HR Timeline Bison Wealth, LLC More: the full row for Bison Wealth, LLC 742 $370K 0.08% -543 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 742 $369K 0.1% +16 13F-HR Timeline Integrated Investment Consultants, LLC More: the full row for Integrated Investment Consultants, LLC 741 $369K 0.08% 0 13F-HR/A Timeline Busey Bank More: the full row for Busey Bank 739 $368K 0.01% +4 13F-HR Timeline Peterson Wealth Services More: the full row for Peterson Wealth Services 736 $367K 0.11% +67 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 732 $365K 0.04% -1 13F-HR Timeline ArrowMark Colorado Holdings LLC More: the full row for ArrowMark Colorado Holdings LLC 731 $364K <0.01% 0 13F-HR Timeline Cornerstone Wealth Group, LLC More: the full row for Cornerstone Wealth Group, LLC 729 $363K 0.03% -93 13F-HR Timeline Catalyst Capital Advisors LLC More: the full row for Catalyst Capital Advisors LLC 726 $362K 0.01% +584 13F-HR Timeline OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC More: the full row for OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC 725 $361K 0.02% 0 13F-HR Timeline Kentucky Trust Co More: the full row for Kentucky Trust Co 725 $361K 0.21% 13F-HR Timeline Canopy Partners, LLC More: the full row for Canopy Partners, LLC 720 $359K 0.14% +7 13F-HR Timeline ANCHOR CAPITAL ADVISORS LLC More: the full row for ANCHOR CAPITAL ADVISORS LLC 719 $358K 0.01% -5 13F-HR Timeline Paragon Private Wealth Management, LLC More: the full row for Paragon Private Wealth Management, LLC 715 $356K 0.16% +147 13F-HR Timeline AG Asset Advisory, LLC More: the full row for AG Asset Advisory, LLC 714 $356K 0.35% 13F-HR Timeline XTX Topco Ltd in group XTX Topco Ltd More: the full row for XTX Topco Ltd 713 $355K 0.03% new 13F-HR Timeline Group PHILADELPHIA TRUST CO More: the full row for PHILADELPHIA TRUST CO 711 $354K 0.03% -238 13F-HR Timeline Northwest Bancshares, Inc. More: the full row for Northwest Bancshares, Inc. 709 $353K 0.07% 0 13F-HR Timeline Sculati Wealth Management, LLC More: the full row for Sculati Wealth Management, LLC 709 $353K 0.14% 0 13F-HR/A Timeline LVM CAPITAL MANAGEMENT LTD/MI More: the full row for LVM CAPITAL MANAGEMENT LTD/MI 707 $352K 0.04% +69 13F-HR Timeline Peak Planning Group, LLC More: the full row for Peak Planning Group, LLC 706 $352K 0.15% +10 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 706 $351K 0.01% -25 13F-HR Timeline Group Hardy Reed LLC More: the full row for Hardy Reed LLC 705 $351K 0.03% 0 13F-HR Timeline Simmons Bank in group Simmons Bank More: the full row for Simmons Bank 703 $350K 0.03% +1 13F-HR Timeline Group ECLECTIC ASSOCIATES INC /ADV More: the full row for ECLECTIC ASSOCIATES INC /ADV 702 $350K 0.1% 0 13F-HR Timeline MJP ASSOCIATES INC /ADV More: the full row for MJP ASSOCIATES INC /ADV 701 $349K 0.06% +11 13F-HR Timeline SANDLER CAPITAL MANAGEMENT More: the full row for SANDLER CAPITAL MANAGEMENT 700 $349K 0.06% 0 13F-HR Timeline Boit C F David More: the full row for Boit C F David 700 $349K 0.14% 0 13F-HR Timeline Bristol Gate Capital Partners Inc. More: the full row for Bristol Gate Capital Partners Inc. 700 $349K 0.02% new 13F-HR Timeline C M BIDWELL & ASSOCIATES LTD More: the full row for C M BIDWELL & ASSOCIATES LTD 699 $348K 0.21% +690 13F-HR Timeline NAPATREE CAPITAL LLC More: the full row for NAPATREE CAPITAL LLC 698 $348K 0.2% +117 13F-HR Timeline Meadow Creek Wealth Advisors LLC More: the full row for Meadow Creek Wealth Advisors LLC 694 $346K 0.25% +5 13F-HR Timeline D'Orazio & Associates, Inc. More: the full row for D'Orazio & Associates, Inc. 692 $345K 0.05% -16 13F-HR Timeline GenTrust, LLC More: the full row for GenTrust, LLC 689 $343K 0.01% +158 13F-HR Timeline 180 WEALTH ADVISORS, LLC More: the full row for 180 WEALTH ADVISORS, LLC 688 $343K 0.05% -8 13F-HR Timeline Alpha DNA Investment Management LLC More: the full row for Alpha DNA Investment Management LLC 685 $341K 0.19% new 13F-HR Timeline Sand Hill Global Advisors, LLC More: the full row for Sand Hill Global Advisors, LLC 684 $341K 0.01% -8 13F-HR Timeline Endowment Wealth Management, Inc. More: the full row for Endowment Wealth Management, Inc. 683 $340K 0.23% -18 13F-HR Timeline J. L. Bainbridge & Co., Inc. More: the full row for J. L. Bainbridge & Co., Inc. 682 $340K 0.03% 0 13F-HR Timeline Wealth Architects, LLC More: the full row for Wealth Architects, LLC 679 $338K 0.04% -14 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 678 $338K 0.05% new 13F-HR Timeline Veracity Capital LLC More: the full row for Veracity Capital LLC 674 $336K 0.12% -17 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 674 $336K 0.07% +20 13F-HR Timeline Clarendon Private LLC More: the full row for Clarendon Private LLC 671 $334K 0.35% 13F-HR Timeline Capital Planning Advisors, LLC More: the full row for Capital Planning Advisors, LLC 670 $334K 0.05% -1 13F-HR Timeline Lafayette Investments, Inc. More: the full row for Lafayette Investments, Inc. 668 $333K 0.07% +16 13F-HR Timeline BARNES PETTEY FINANCIAL ADVISORS, LLC More: the full row for BARNES PETTEY FINANCIAL ADVISORS, LLC 666 $332K 0.25% 0 13F-HR Timeline Stablepoint Partners, LLC More: the full row for Stablepoint Partners, LLC 666 $332K 0.06% 0 13F-HR Timeline Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 661 $329K 0.05% +201 13F-HR Timeline Impact Investors, Inc More: the full row for Impact Investors, Inc 659 $328K 0.25% 13F-HR Timeline OPTIMIZE FINANCIAL INC. More: the full row for OPTIMIZE FINANCIAL INC. 654 $326K 0.24% 13F-HR Timeline OARSMAN CAPITAL, INC. More: the full row for OARSMAN CAPITAL, INC. 653 $325K 0.06% -7 13F-HR Timeline Pasadena Private Wealth, LLC More: the full row for Pasadena Private Wealth, LLC 653 $325K 0.07% 0 13F-HR Timeline Compass Wealth Management LLC More: the full row for Compass Wealth Management LLC 653 $325K 0.08% 0 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 652 $325K 0.05% 0 13F-HR Timeline AVALON CAPITAL MANAGEMENT More: the full row for AVALON CAPITAL MANAGEMENT 652 $325K 0.1% 0 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. 652 $324K 0.01% +61 13F-HR Timeline Group Covestor Ltd More: the full row for Covestor Ltd 650 $324K 0.2% +193 13F-HR Timeline Ifrah Financial Services, Inc. More: the full row for Ifrah Financial Services, Inc. 649 $323K 0.09% -3 13F-HR Timeline Financial Alternatives, Inc More: the full row for Financial Alternatives, Inc 648 $323K 0.23% 0 13F-HR Timeline Avantra Family Wealth, Inc. More: the full row for Avantra Family Wealth, Inc. 646 $322K 0.3% 13F-HR Timeline Impact Capital Partners LLC More: the full row for Impact Capital Partners LLC 644 $321K 0.11% 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 642 $320K <0.01% new 13F-HR Timeline Symphony Financial, Ltd. Co. More: the full row for Symphony Financial, Ltd. Co. 627 $319K 0.05% -78 13F-HR Timeline Ethos Financial Group, LLC More: the full row for Ethos Financial Group, LLC 641 $319K 0.04% +43 13F-HR Timeline Goldstein Advisors, LLC More: the full row for Goldstein Advisors, LLC 641 $319K 0.05% +6 13F-HR Timeline KEYNOTE FINANCIAL SERVICES LLC More: the full row for KEYNOTE FINANCIAL SERVICES LLC 640 $319K 0.24% 0 13F-HR Timeline Stegent Equity Advisors, Inc. More: the full row for Stegent Equity Advisors, Inc. 639 $318K 0.32% +82 13F-HR Timeline ZACKS INVESTMENT MANAGEMENT More: the full row for ZACKS INVESTMENT MANAGEMENT 638 $318K <0.01% +117 13F-HR Timeline VeraBank, N.A. More: the full row for VeraBank, N.A. 638 $318K 0.09% +12 13F-HR Timeline AMG National Trust Bank More: the full row for AMG National Trust Bank 637 $317K 0.01% +74 13F-HR Timeline Plancorp, LLC More: the full row for Plancorp, LLC 635 $316K 0.01% +239 13F-HR Timeline Jaffetilchin Investment Partners, LLC More: the full row for Jaffetilchin Investment Partners, LLC 634 $316K 0.02% +1 13F-HR Timeline RAINIER FAMILY WEALTH INC More: the full row for RAINIER FAMILY WEALTH INC 633 $315K 0.38% 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 631 $314K 0.03% -795 13F-HR Timeline Naviter Wealth, LLC More: the full row for Naviter Wealth, LLC 631 $314K 0.04% +50 13F-HR Timeline Campbell Wealth Management More: the full row for Campbell Wealth Management 630 $314K 0.03% new 13F-HR Timeline LECAP ASSET MANAGEMENT LTD More: the full row for LECAP ASSET MANAGEMENT LTD 629 $313K 0.08% -2,759 13F-HR Timeline William Mack & Associates, Inc. More: the full row for William Mack & Associates, Inc. 624 $311K 0.33% 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 621 $309K 0.06% -61 13F-HR Timeline FWG Investments, LLC. More: the full row for FWG Investments, LLC. 618 $308K 0.24% -7 13F-HR Timeline Compass Ion Advisors, LLC More: the full row for Compass Ion Advisors, LLC 616 $307K 0.04% 0 13F-HR Timeline Ascent Wealth Partners, LLC More: the full row for Ascent Wealth Partners, LLC 614 $306K 0.04% -13 13F-HR Timeline Broadway Wealth Solutions, Inc. More: the full row for Broadway Wealth Solutions, Inc. 613 $305K 0.23% 13F-HR Timeline Capital Market Strategies LLC More: the full row for Capital Market Strategies LLC 612 $305K 0.18% +6 13F-HR Timeline Elwood & Goetz Wealth Advisory Group, L… More: the full row for Elwood & Goetz Wealth Advisory Group, LLC 612 $305K 0.07% 0 13F-HR Timeline WORLD EQUITY GROUP, INC. More: the full row for WORLD EQUITY GROUP, INC. 610 $304K 0.07% new 13F-HR Timeline LIBERTY ONE INVESTMENT MANAGEMENT, LLC More: the full row for LIBERTY ONE INVESTMENT MANAGEMENT, LLC 610 $304K 0.03% +73 13F-HR Timeline GOULD ASSET MANAGEMENT LLC /CA/ More: the full row for GOULD ASSET MANAGEMENT LLC /CA/ 608 $303K 0.06% 0 13F-HR Timeline Revisor Wealth Management LLC More: the full row for Revisor Wealth Management LLC 604 $303K 0.28% -340 13F-HR Timeline ROMANO BROTHERS AND COMPANY More: the full row for ROMANO BROTHERS AND COMPANY 607 $302K 0.04% -31 13F-HR Timeline Topsail Wealth Management, LLC More: the full row for Topsail Wealth Management, LLC 606 $302K 0.06% 13F-HR Timeline Ted Buchan & Co More: the full row for Ted Buchan & Co 604 $301K 0.14% 0 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 604 $301K 0.01% +110 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 603 $300K 0.28% 13F-HR Timeline Wayfinding Financial, LLC More: the full row for Wayfinding Financial, LLC 603 $300K 0.16% new 13F-HR Timeline Parallax Volatility Advisers, L.P. More: the full row for Parallax Volatility Advisers, L.P. 600 $299K 0.01% -1,919 13F-HR Timeline Dana Investment Advisors, Inc. More: the full row for Dana Investment Advisors, Inc. 599 $298K 0.01% -158 13F-HR Timeline 44 WEALTH MANAGEMENT LLC More: the full row for 44 WEALTH MANAGEMENT LLC 597 $297K 0.11% +4 13F-HR Timeline Courage Miller Partners, LLC More: the full row for Courage Miller Partners, LLC 595 $296K 0.1% 0 13F-HR Timeline Benchmark Investment Advisors LLC More: the full row for Benchmark Investment Advisors LLC 591 $294K 0.19% -5 13F-HR Timeline Bouchey Financial Group, Ltd. More: the full row for Bouchey Financial Group, Ltd. 591 $294K 0.03% +15 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 589 $293K 0.01% -186 13F-HR Timeline Sunbeam Capital Management, LLC More: the full row for Sunbeam Capital Management, LLC 589 $293K 0.27% 13F-HR/A Timeline Phillips Wealth Planners LLC More: the full row for Phillips Wealth Planners LLC 606 $293K 0.29% +17 13F-HR Timeline ISTHMUS PARTNERS, LLC More: the full row for ISTHMUS PARTNERS, LLC 582 $290K 0.04% new 13F-HR Timeline Cascade Financial Partners, LLC More: the full row for Cascade Financial Partners, LLC 582 $290K 0.04% +1 13F-HR Timeline SHEPHERD WEALTH MANAGEMENT Ltd LIABILIT… More: the full row for SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co 581 $289K 0.28% 13F-HR Timeline Ariadne Wealth Management, LP More: the full row for Ariadne Wealth Management, LP 560 $289K 0.13% -5 13F-HR Timeline Affinity Capital Advisors, LLC More: the full row for Affinity Capital Advisors, LLC 587 $288K 0.05% 0 13F-HR Timeline Northeast Financial Consultants Inc More: the full row for Northeast Financial Consultants Inc 579 $288K 0.01% 0 13F-HR Timeline Adero Partners, LLC More: the full row for Adero Partners, LLC 576 $287K 0.02% +31 13F-HR Timeline May Hill Capital, LLC More: the full row for May Hill Capital, LLC 576 $287K 0.11% 13F-HR Timeline StrongBox Wealth, LLC More: the full row for StrongBox Wealth, LLC 575 $286K 0.12% 0 13F-HR Timeline AXQ CAPITAL, LP More: the full row for AXQ CAPITAL, LP 575 $286K 0.13% -3,024 13F-HR Timeline INVENIO WEALTH PARTNERS LLC More: the full row for INVENIO WEALTH PARTNERS LLC 574 $286K 0.12% +22 13F-HR Timeline Net Worth Advisory Group More: the full row for Net Worth Advisory Group 574 $286K 0.09% -12 13F-HR Timeline Avantax Planning Partners, Inc. More: the full row for Avantax Planning Partners, Inc. 573 $285K 0.01% +13 13F-HR Timeline Stanley-Laman Group, Ltd. More: the full row for Stanley-Laman Group, Ltd. 571 $284K 0.04% +131 13F-HR Timeline Calydon Capital More: the full row for Calydon Capital 570 $284K 0.06% +41 13F-HR Timeline FORBES J M & CO LLP More: the full row for FORBES J M & CO LLP 569 $283K 0.03% 0 13F-HR Timeline First Nebraska Trust Co More: the full row for First Nebraska Trust Co 567 $282K 0.03% 0 13F-HR Timeline DUMONT & BLAKE INVESTMENT ADVISORS LLC More: the full row for DUMONT & BLAKE INVESTMENT ADVISORS LLC 565 $281K 0.08% +3 13F-HR Timeline New Republic Capital, LLC More: the full row for New Republic Capital, LLC 564 $281K 0.18% +35 13F-HR Timeline SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 563 $281K 0.03% +9 13F-HR Timeline Harel Insurance Investments & Financial… in group Harel Insurance Investments &… More: the full row for Harel Insurance Investments & Financial Services Ltd. 562 $280K <0.01% +377 13F-HR Timeline Group Goldstone Financial Group, LLC More: the full row for Goldstone Financial Group, LLC 561 $279K 0.04% +51 13F-HR Timeline PATTEN & PATTEN INC/TN More: the full row for PATTEN & PATTEN INC/TN 560 $279K 0.02% -123 13F-HR Timeline MAVERICK CAPITAL LTD More: the full row for MAVERICK CAPITAL LTD 559 $278K 0.01% -1,797 13F-HR Timeline WRAPMANAGER INC More: the full row for WRAPMANAGER INC 558 $278K 0.07% -22 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 557 $277K 0.01% -5 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. White Lighthouse Investment Management … More: the full row for White Lighthouse Investment Management Inc. 555 $276K 0.05% new 13F-HR Timeline Independent Wealth Network Inc. More: the full row for Independent Wealth Network Inc. 554 $276K 0.11% +50 13F-HR Timeline MEAG MUNICH ERGO, Kapitalanlagegesellsc… More: the full row for MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH 553 $275K 0.01% 0 13F-HR Timeline Austin Private Wealth, LLC More: the full row for Austin Private Wealth, LLC 549 $273K 0.03% +98 13F-HR Timeline Aurdan Capital Management, LLC More: the full row for Aurdan Capital Management, LLC 549 $273K 0.1% 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 546 $272K <0.01% new 13F-HR Timeline Group SFMG, LLC More: the full row for SFMG, LLC 545 $271K 0.02% +23 13F-HR Timeline Balefire, LLC More: the full row for Balefire, LLC 546 $271K 0.09% -7 13F-HR Timeline Convergence Investment Partners, LLC More: the full row for Convergence Investment Partners, LLC 543 $270K 0.06% -7 13F-HR Timeline Navera Investment Management Ltd. More: the full row for Navera Investment Management Ltd. 540 $269K <0.01% 0 13F-HR Timeline Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 541 $269K 0.02% +125 13F-HR Timeline GRIMES & Co WEALTH MANAGEMENT, LLC More: the full row for GRIMES & Co WEALTH MANAGEMENT, LLC 535 $267K 0.01% -27 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 533 $265K 0.06% +183 13F-HR Timeline WEDGE CAPITAL MANAGEMENT L L P/NC More: the full row for WEDGE CAPITAL MANAGEMENT L L P/NC 532 $265K <0.01% +23 13F-HR Timeline Aveo Capital Partners, LLC More: the full row for Aveo Capital Partners, LLC 531 $264K 0.03% +55 13F-HR Timeline Ruane, Cunniff & Goldfarb L.P. More: the full row for Ruane, Cunniff & Goldfarb L.P. 531 $264K <0.01% 0 13F-HR Timeline Silver Lake Advisory, LLC More: the full row for Silver Lake Advisory, LLC 530 $264K 0.12% +1 13F-HR Timeline FULTON BREAKEFIELD BROENNIMAN LLC More: the full row for FULTON BREAKEFIELD BROENNIMAN LLC 528 $263K 0.02% 0 13F-HR Timeline PARTNERS WEALTH MANAGEMENT, LLC More: the full row for PARTNERS WEALTH MANAGEMENT, LLC 528 $263K 0.3% 13F-HR Timeline Mezzasalma Advisors, LLC More: the full row for Mezzasalma Advisors, LLC 527 $262K 0.08% +105 13F-HR Timeline