Cypress Capital, LLC More: the full row for Cypress Capital, LLC 26,220 $16.2M 4.71% -2,534 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 26,167 $16.2M 1.85% -5,025 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 26,144 $16.2M 4.3% +1,217 13F-HR Timeline Gridiron Partners, LLC More: the full row for Gridiron Partners, LLC 26,033 $16.1M 9.98% +1,272 13F-HR Timeline Oldfather Financial Services, LLC More: the full row for Oldfather Financial Services, LLC 26,002 $16.1M 5.52% -285 13F-HR Timeline KENNICOTT CAPITAL MANAGEMENT LLC More: the full row for KENNICOTT CAPITAL MANAGEMENT LLC 25,881 $16M 9.12% -3,878 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 25,679 $15.9M 0.55% +1,194 13F-HR Timeline Flagship Private Wealth, LLC More: the full row for Flagship Private Wealth, LLC 25,619 $15.8M 6.73% -60 13F-HR/A Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 25,598 $15.8M 1.06% +14,513 13F-HR Timeline MYCIO WEALTH PARTNERS, LLC More: the full row for MYCIO WEALTH PARTNERS, LLC 25,510 $15.8M 3.64% -924 13F-HR Timeline MARCO INVESTMENT MANAGEMENT LLC More: the full row for MARCO INVESTMENT MANAGEMENT LLC 25,415 $15.7M 1.31% +417 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 25,339 $15.7M 1.04% +10,135 13F-HR Timeline Stelac Advisory Services LLC More: the full row for Stelac Advisory Services LLC 25,238 $15.6M 5.94% -1,121 13F-HR Timeline Family Capital Management, Inc. More: the full row for Family Capital Management, Inc. 25,295 $15.6M 8.19% +1,489 13F-HR Timeline FIDUCIENT ADVISORS LLC More: the full row for FIDUCIENT ADVISORS LLC 25,248 $15.6M 1.91% +90 13F-HR Timeline Gerber Kawasaki Wealth & Investment Man… More: the full row for Gerber Kawasaki Wealth & Investment Management 25,178 $15.6M 0.6% +223 13F-HR Timeline CACTI ASSET MANAGEMENT LLC More: the full row for CACTI ASSET MANAGEMENT LLC 25,295 $15.6M 1.11% +500 13F-HR Timeline Graham Capital Management, L.P. More: the full row for Graham Capital Management, L.P. 25,152 $15.5M 0.47% +14,552 13F-HR Timeline WEST PACES ADVISORS INC. More: the full row for WEST PACES ADVISORS INC. 25,080 $15.5M 3.3% +2,107 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 25,073 $15.5M 0.67% +2,975 13F-HR Timeline Group Point72 Asset Management, L.P. in group Point72 Asset Management, L.P. More: the full row for Point72 Asset Management, L.P. 25,000 $15.4M 0.04% -23,000 13F-HR Timeline Group COHEN & STEERS, INC. in group COHEN & STEERS, INC. More: the full row for COHEN & STEERS, INC. 25,000 $15.4M 0.03% +17,953 13F-HR Timeline Group OKABENA INVESTMENT SERVICES INC More: the full row for OKABENA INVESTMENT SERVICES INC 24,954 $15.4M 3.42% 0 13F-HR Timeline SMITH CHAS P & ASSOCIATES PA CPAS in group SMITH CHAS P & ASSOCIATES PA … More: the full row for SMITH CHAS P & ASSOCIATES PA CPAS 24,771 $15.3M 0.86% +33 13F-HR Timeline Group Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 24,734 $15.3M 1.56% -85 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 24,732 $15.3M 0.58% +5,855 13F-HR Timeline GEM Asset Management, LLC More: the full row for GEM Asset Management, LLC 24,573 $15.3M 7.81% -171 13F-HR Timeline Fortis Group Advisors, LLC More: the full row for Fortis Group Advisors, LLC 24,181 $15.2M 2.77% +8,916 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 24,604 $15.2M 1.64% -37 13F-HR Timeline Magnus Financial Group LLC More: the full row for Magnus Financial Group LLC 24,570 $15.2M 1.33% +1,044 13F-HR Timeline CHATHAM CAPITAL GROUP, INC. More: the full row for CHATHAM CAPITAL GROUP, INC. 24,448 $15.1M 2.3% +609 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 24,434 $15.1M 1.44% -283 13F-HR Timeline BFSG, LLC More: the full row for BFSG, LLC 24,423 $15.1M 1.69% -3,843 13F-HR Timeline TOCQUEVILLE ASSET MANAGEMENT L.P. in group TOCQUEVILLE ASSET MANAGEMENT … More: the full row for TOCQUEVILLE ASSET MANAGEMENT L.P. 24,417 $15.1M 0.23% -3,343 13F-HR Timeline Group Chicago Capital, LLC More: the full row for Chicago Capital, LLC 24,404 $15.1M 0.37% +15,194 13F-HR Timeline Pathway Financial Advisors LLC More: the full row for Pathway Financial Advisors LLC 24,359 $15.1M 2.2% +92 13F-HR Timeline PFC CAPITAL GROUP, INC. More: the full row for PFC CAPITAL GROUP, INC. 24,352 $15M 6.97% -459 13F-HR Timeline Guerra Advisors Inc More: the full row for Guerra Advisors Inc 24,265 $15M 7.09% +502 13F-HR Timeline Ayalon Insurance Comp Ltd. More: the full row for Ayalon Insurance Comp Ltd. 24,171 $15M 4.32% +690 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 24,213 $15M 1.16% -1,921 13F-HR Timeline FULTON BREAKEFIELD BROENNIMAN LLC More: the full row for FULTON BREAKEFIELD BROENNIMAN LLC 24,126 $14.9M 1.01% +54 13F-HR Timeline Mount Capital Ltd More: the full row for Mount Capital Ltd 24,100 $14.9M 4.8% 0 13F-HR Timeline Bouchey Financial Group, Ltd. More: the full row for Bouchey Financial Group, Ltd. 24,088 $14.9M 1.24% -77 13F-HR Timeline Quintet Private Bank (Europe) S.A. More: the full row for Quintet Private Bank (Europe) S.A. 24,091 $14.9M 0.86% -5,159 13F-HR Timeline GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 24,066 $14.9M 1.05% +2,194 13F-HR Timeline TCTC Holdings, LLC in group TCTC Holdings, LLC More: the full row for TCTC Holdings, LLC 23,989 $14.8M 0.48% +12,177 13F-HR Timeline Group HOWARD FINANCIAL SERVICES, LTD. More: the full row for HOWARD FINANCIAL SERVICES, LTD. 23,850 $14.7M 1.94% +717 13F-HR Timeline Nadler Financial Group, Inc. More: the full row for Nadler Financial Group, Inc. 23,827 $14.7M 1.51% -315 13F-HR Timeline Sunflower Bank, N.A. More: the full row for Sunflower Bank, N.A. 23,756 $14.7M 3.71% +337 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 23,705 $14.6M 0.53% -5,790 13F-HR Timeline Aspire Private Capital, LLC More: the full row for Aspire Private Capital, LLC 23,676 $14.6M 3.4% +5,931 13F-HR Timeline FOSTER & MOTLEY INC More: the full row for FOSTER & MOTLEY INC 23,676 $14.6M 0.85% +5,394 13F-HR Timeline Harbour Trust & Investment Management Co More: the full row for Harbour Trust & Investment Management Co 23,624 $14.6M 1.62% -472 13F-HR Timeline Jacksonville Wealth Management, LLC More: the full row for Jacksonville Wealth Management, LLC 23,549 $14.5M 11.7% +1,678 13F-HR Timeline Destination Wealth Management More: the full row for Destination Wealth Management 23,471 $14.5M 0.43% +1,714 13F-HR Timeline Bristlecone Advisors, LLC More: the full row for Bristlecone Advisors, LLC 23,401 $14.5M 1.21% -840 13F-HR Timeline Grandview Asset Management LLC More: the full row for Grandview Asset Management LLC 23,381 $14.4M 4.63% -346 13F-HR Timeline CONSCIOUS WEALTH INVESTMENTS, LLC More: the full row for CONSCIOUS WEALTH INVESTMENTS, LLC 22,719 $14.4M 9.22% +133 13F-HR Timeline Claro Advisors Inc. More: the full row for Claro Advisors Inc. 23,291 $14.4M 2.38% -22,077 13F-HR Timeline GWN SECURITIES INC. More: the full row for GWN SECURITIES INC. 23,242 $14.4M 2.67% -61,657 13F-HR Timeline Apriem Advisors More: the full row for Apriem Advisors 23,228 $14.4M 1.53% -4,431 13F-HR Timeline Bison Wealth, LLC More: the full row for Bison Wealth, LLC 23,008 $14.3M 1.13% -2,834 13F-HR Timeline Hopwood Financial Services, Inc. More: the full row for Hopwood Financial Services, Inc. 23,172 $14.3M 11.19% +47 13F-HR Timeline Great Diamond Partners, LLC More: the full row for Great Diamond Partners, LLC 23,165 $14.3M 3.02% +1,819 13F-HR Timeline Bryn Mawr Trust Advisors, LLC More: the full row for Bryn Mawr Trust Advisors, LLC 23,133 $14.3M 0.78% +831 13F-HR Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 23,031 $14.3M 1.5% +1,023 13F-HR Timeline Laurel Wealth Advisors LLC More: the full row for Laurel Wealth Advisors LLC 23,107 $14.3M 2.13% +627 13F-HR/A Timeline PATTEN & PATTEN INC/TN More: the full row for PATTEN & PATTEN INC/TN 23,032 $14.2M 0.92% +719 13F-HR Timeline OPTIMUM INVESTMENT ADVISORS More: the full row for OPTIMUM INVESTMENT ADVISORS 23,003 $14.2M 6.17% -159 13F-HR Timeline TORNO CAPITAL, LLC More: the full row for TORNO CAPITAL, LLC 23,000 $14.2M 5.36% new 13F-HR/A Timeline Opulen Financial Group LLC More: the full row for Opulen Financial Group LLC 22,976 $14.2M 11.64% +286 13F-HR Timeline FLOW TRADERS U.S. LLC More: the full row for FLOW TRADERS U.S. LLC 22,950 $14.2M 0.52% new 13F-HR Timeline Accent Capital Management, LLC More: the full row for Accent Capital Management, LLC 22,777 $14.1M 6.29% +4,460 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 22,771 $14.1M 1.31% -4,251 13F-HR Timeline Vident Advisory, LLC in group Vident Advisory, LLC More: the full row for Vident Advisory, LLC 22,752 $14.1M 0.16% +2,053 13F-HR Timeline Group Factor Wealth Management LTD More: the full row for Factor Wealth Management LTD 22,739 $14M 3.85% +319 13F-HR Timeline Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 22,736 $14M 0.19% +2,410 13F-HR Timeline THOR TRADING ADVISORS, LLC More: the full row for THOR TRADING ADVISORS, LLC 22,732 $14M 17.6% new 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 22,725 $14M 1.11% 13F-HR Timeline ADAR1 Capital Management, LLC in group ADAR1 Capital Management, LLC More: the full row for ADAR1 Capital Management, LLC 22,684 $14M 2.28% new 13F-HR Timeline Group One Capital Management, LLC More: the full row for One Capital Management, LLC 22,676 $14M 0.49% +2,150 13F-HR Timeline Traction Financial Partners, LLC More: the full row for Traction Financial Partners, LLC 22,673 $14M 9.5% +1,143 13F-HR Timeline Pettinga Financial Advisors LLC More: the full row for Pettinga Financial Advisors LLC 22,671 $14M 3.07% +5,837 13F-HR Timeline Sandbox Financial Partners, LLC More: the full row for Sandbox Financial Partners, LLC 22,533 $13.9M 4.39% +1,945 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 22,512 $13.9M 1.73% -251 13F-HR Timeline LOWE BROCKENBROUGH & CO INC More: the full row for LOWE BROCKENBROUGH & CO INC 22,462 $13.9M 0.78% +92 13F-HR Timeline Morangie Management LLC More: the full row for Morangie Management LLC 22,329 $13.8M 12% +3,003 13F-HR Timeline Stordahl Capital Management, Inc. More: the full row for Stordahl Capital Management, Inc. 22,379 $13.8M 3.07% -149 13F-HR Timeline AGF MANAGEMENT LTD in group AGF MANAGEMENT LTD More: the full row for AGF MANAGEMENT LTD 22,374 $13.8M 0.06% -178 13F-HR Timeline Group Texas Capital Bank Wealth Management Se… More: the full row for Texas Capital Bank Wealth Management Services Inc 22,313 $13.8M 1.29% +2,098 13F-HR Timeline Highview Capital Management LLC/DE/ More: the full row for Highview Capital Management LLC/DE/ 22,292 $13.8M 5.32% +1,296 13F-HR Timeline Ethic Inc. More: the full row for Ethic Inc. 22,371 $13.8M 0.25% +20,609 13F-HR Timeline GRIES FINANCIAL LLC More: the full row for GRIES FINANCIAL LLC 22,257 $13.8M 2.5% -164 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 22,236 $13.7M 0.62% -4,787 13F-HR Timeline Group CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 22,214 $13.7M 0.58% +1,154 13F-HR Timeline VOISARD ASSET MANAGEMENT GROUP, INC. More: the full row for VOISARD ASSET MANAGEMENT GROUP, INC. 22,192 $13.7M 3.53% -1,261 13F-HR Timeline AAFMAA Wealth Management & Trust LLC More: the full row for AAFMAA Wealth Management & Trust LLC 22,171 $13.7M 5.66% +1,778 13F-HR Timeline Morton Brown Family Wealth, LLC More: the full row for Morton Brown Family Wealth, LLC 22,162 $13.7M 4.17% +708 13F-HR Timeline Halter Ferguson Financial Inc. More: the full row for Halter Ferguson Financial Inc. 22,132 $13.7M 5.04% +18,889 13F-HR Timeline Empower Advisory Group, LLC More: the full row for Empower Advisory Group, LLC 22,077 $13.6M 0.04% -864 13F-HR Timeline ATALANTA SOSNOFF CAPITAL, LLC in group ATALANTA SOSNOFF CAPITAL, LLC More: the full row for ATALANTA SOSNOFF CAPITAL, LLC 22,022 $13.6M 0.28% -57,890 13F-HR Timeline Group Navis Wealth Advisors, LLC More: the full row for Navis Wealth Advisors, LLC 22,012 $13.6M 11.46% +7 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 22,002 $13.6M 0.87% +446 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 21,993 $13.6M 0.39% -1,592 13F-HR Timeline RIA Advisory Group LLC More: the full row for RIA Advisory Group LLC 21,992 $13.6M 3.99% +3,693 13F-HR Timeline Hickory Point Bank & Trust More: the full row for Hickory Point Bank & Trust 21,851 $13.5M 10.89% -100 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 21,850 $13.5M 0.21% +32 13F-HR/A Timeline TOWNSQUARE CAPITAL LLC More: the full row for TOWNSQUARE CAPITAL LLC 21,840 $13.5M 1.31% -106,765 13F-HR Timeline GRIMES & Co WEALTH MANAGEMENT, LLC More: the full row for GRIMES & Co WEALTH MANAGEMENT, LLC 21,798 $13.5M 0.37% -144 13F-HR Timeline Evelyn Partners Investment Management (… More: the full row for Evelyn Partners Investment Management (Europe) Ltd 21,793 $13.5M 4.83% -299 13F-HR/A Timeline McLean Asset Management Corp More: the full row for McLean Asset Management Corp 21,700 $13.5M 3.53% -346 13F-HR Timeline MANNING & NAPIER ADVISORS LLC More: the full row for MANNING & NAPIER ADVISORS LLC 21,758 $13.4M 0.16% -1,479 13F-HR Timeline True Freedom Investing, LLC More: the full row for True Freedom Investing, LLC 21,680 $13.4M 5.27% 13F-HR Timeline WCG Wealth Advisors LLC More: the full row for WCG Wealth Advisors LLC 21,657 $13.4M 0.87% +5,558 13F-HR Timeline FLAGSHIP WEALTH ADVISORS, LLC More: the full row for FLAGSHIP WEALTH ADVISORS, LLC 21,630 $13.4M 5.04% -979 13F-HR Timeline Allen Mooney & Barnes Investment Adviso… More: the full row for Allen Mooney & Barnes Investment Advisors LLC 21,585 $13.3M 2.19% +1,098 13F-HR Timeline Cypress Capital Group in group Cypress Capital Group More: the full row for Cypress Capital Group 21,560 $13.3M 1.66% +1,211 13F-HR Timeline Group Evanson Asset Management, LLC More: the full row for Evanson Asset Management, LLC 21,536 $13.3M 0.83% +161 13F-HR Timeline Ullmann Wealth Partners Group, LLC More: the full row for Ullmann Wealth Partners Group, LLC 21,524 $13.3M 1.57% +17 13F-HR Timeline Greenvale Capital LLP More: the full row for Greenvale Capital LLP 21,500 $13.3M 1.19% +5,350 13F-HR Timeline NEW WAVE WEALTH ADVISORS LLC More: the full row for NEW WAVE WEALTH ADVISORS LLC 21,455 $13.3M 5.63% -1,993 13F-HR Timeline GREAT LAKES ADVISORS, LLC More: the full row for GREAT LAKES ADVISORS, LLC 21,447 $13.3M 0.11% -1,513 13F-HR Timeline SCHNIEDERS CAPITAL MANAGEMENT LLC More: the full row for SCHNIEDERS CAPITAL MANAGEMENT LLC 21,441 $13.2M 2.33% -458 13F-HR Timeline MONETTA FINANCIAL SERVICES INC More: the full row for MONETTA FINANCIAL SERVICES INC 21,300 $13.2M 9.56% 0 13F-HR Timeline Industrial Alliance Investment Manageme… More: the full row for Industrial Alliance Investment Management Inc. 21,269 $13.1M 8.84% -1,241 13F-HR Timeline WEALTHEDGE INVESTMENT ADVISORS, LLC More: the full row for WEALTHEDGE INVESTMENT ADVISORS, LLC 21,250 $13.1M 5.49% -2,145 13F-HR Timeline Ramiah Investment Group More: the full row for Ramiah Investment Group 21,238 $13.1M 14.12% +5,152 13F-HR Timeline Comprehensive Financial Management LLC More: the full row for Comprehensive Financial Management LLC 21,142 $13.1M 0.37% 0 13F-HR Timeline Coppell Advisory Solutions LLC More: the full row for Coppell Advisory Solutions LLC 21,297 $13.1M 1.55% +6,063 13F-HR/A Timeline Safe Harbor Fiduciary, LLC More: the full row for Safe Harbor Fiduciary, LLC 21,173 $13.1M 12.27% -9,639 13F-HR Timeline APPLETON PARTNERS INC/MA More: the full row for APPLETON PARTNERS INC/MA 21,169 $13.1M 0.93% -645 13F-HR Timeline SlateStone Wealth, LLC More: the full row for SlateStone Wealth, LLC 21,143 $13.1M 1.22% +57 13F-HR Timeline MMBG INVESTMENT ADVISORS CO. More: the full row for MMBG INVESTMENT ADVISORS CO. 21,069 $13.1M 1.3% -1,950 13F-HR Timeline INTRUST BANK NA More: the full row for INTRUST BANK NA 21,103 $13M 1.16% 0 13F-HR Timeline MOODY LYNN LIEBERSON & WALKER, LLC More: the full row for MOODY LYNN LIEBERSON & WALKER, LLC 20,980 $13M 0.75% -240 13F-HR Timeline Ryan Investment Management, Inc. More: the full row for Ryan Investment Management, Inc. 20,979 $13M 8.28% 13F-HR Timeline FORESIGHT CAPITAL MANAGEMENT ADVISORS, … More: the full row for FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. 20,957 $12.9M 7.53% -200 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 20,933 $12.9M 1.79% +6,291 13F-HR Timeline Logan Stone Capital, LLC More: the full row for Logan Stone Capital, LLC 20,876 $12.9M 6.07% +9,613 13F-HR Timeline RPS ADVISORY SOLUTIONS LLC More: the full row for RPS ADVISORY SOLUTIONS LLC 20,846 $12.9M 7.06% +17,848 13F-HR Timeline Cyndeo Wealth Partners, LLC More: the full row for Cyndeo Wealth Partners, LLC 20,825 $12.9M 0.76% +7,421 13F-HR Timeline LWM Advisory Services, LLC More: the full row for LWM Advisory Services, LLC 20,790 $12.8M 8.86% +943 13F-HR Timeline Douglass Winthrop Advisors, LLC More: the full row for Douglass Winthrop Advisors, LLC 20,736 $12.8M 0.23% -226 13F-HR Timeline Transce3nd, LLC More: the full row for Transce3nd, LLC 20,570 $12.8M 5.39% +15,101 13F-HR Timeline FIRST TRUST ADVISORS LP in group FIRST TRUST ADVISORS LP More: the full row for FIRST TRUST ADVISORS LP 20,575 $12.7M 0.01% +10,445 13F-HR Timeline Group Compass Ion Advisors, LLC More: the full row for Compass Ion Advisors, LLC 20,544 $12.7M 1.37% -593 13F-HR Timeline SURIENCE PRIVATE WEALTH LLC More: the full row for SURIENCE PRIVATE WEALTH LLC 20,517 $12.7M 11.91% +19,544 13F-HR Timeline OVERSEA-CHINESE BANKING Corp Ltd in group OVERSEA-CHINESE BANKING Corp … More: the full row for OVERSEA-CHINESE BANKING Corp Ltd 20,382 $12.6M 0.36% +30 13F-HR Timeline Group Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 20,340 $12.6M 0.91% +1,043 13F-HR Timeline Vertex Planning Partners, LLC More: the full row for Vertex Planning Partners, LLC 20,335 $12.6M 2.62% -2,103 13F-HR Timeline AMI INVESTMENT MANAGEMENT INC More: the full row for AMI INVESTMENT MANAGEMENT INC 20,314 $12.6M 3.24% -470 13F-HR Timeline KG Capital Management More: the full row for KG Capital Management 20,298 $12.5M 3.7% +247 13F-HR Timeline Retireful, LLC More: the full row for Retireful, LLC 20,261 $12.5M 8.63% new 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 20,225 $12.5M 2.26% -214 13F-HR Timeline Custos Family Office, LLC More: the full row for Custos Family Office, LLC 20,211 $12.5M 3.98% -1,616 13F-HR Timeline BlueChip Wealth Advisors LLC More: the full row for BlueChip Wealth Advisors LLC 20,200 $12.5M 5.56% +317 13F-HR Timeline CRA Financial Services, LLC More: the full row for CRA Financial Services, LLC 20,100 $12.4M 1.9% +3,115 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 20,092 $12.4M 0.46% -1,203 13F-HR Timeline Group FERGUSON WELLMAN CAPITAL MANAGEMENT, INC More: the full row for FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 20,088 $12.4M 0.22% -294 13F-HR Timeline Financial Guidance Group, Inc. More: the full row for Financial Guidance Group, Inc. 20,030 $12.4M 6.01% +61 13F-HR Timeline Sequent Asset Management, LLC More: the full row for Sequent Asset Management, LLC 20,012 $12.4M 9.87% +7,131 13F-HR Timeline LOCKHEED MARTIN INVESTMENT MANAGEMENT CO More: the full row for LOCKHEED MARTIN INVESTMENT MANAGEMENT CO 20,000 $12.4M 0.45% 0 13F-HR Timeline Luken Investment Analytics, LLC More: the full row for Luken Investment Analytics, LLC 19,997 $12.4M 5.41% -152 13F-HR Timeline Fayez Sarofim & Co in group Fayez Sarofim & Co More: the full row for Fayez Sarofim & Co 19,991 $12.4M 0.03% -37,978 13F-HR Timeline Group Orange Investment Advisors, Inc. More: the full row for Orange Investment Advisors, Inc. 19,905 $12.3M 1.35% -1,334 13F-HR Timeline Gunma Bank,Ltd. More: the full row for Gunma Bank,Ltd. 19,900 $12.3M 4.01% 0 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 19,875 $12.3M 1.02% +5,745 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 19,871 $12.3M 1.71% -2,314 13F-HR Timeline FIRST NATIONAL BANK OF OMAHA group of 2 filers holding More: the full row for FIRST NATIONAL BANK OF OMAHA 19,831 $12.3M -734 Timeline Sound View Wealth Advisors Group, LLC More: the full row for Sound View Wealth Advisors Group, LLC 19,786 $12.2M 0.9% +390 13F-HR Timeline Schrum Private Wealth Management LLC More: the full row for Schrum Private Wealth Management LLC 19,785 $12.2M 9.8% -218 13F-HR Timeline SFMG, LLC More: the full row for SFMG, LLC 19,767 $12.2M 0.92% -907 13F-HR Timeline TRUST POINT INC. More: the full row for TRUST POINT INC. 19,753 $12.2M 1.15% -587 13F-HR Timeline MidAtlantic Capital Management, Inc. More: the full row for MidAtlantic Capital Management, Inc. 19,727 $12.2M 8.65% +106 13F-HR Timeline UNION SAVINGS BANK More: the full row for UNION SAVINGS BANK 19,204 $12.1M 5.58% -633 13F-HR Timeline Good Life Advisors, LLC More: the full row for Good Life Advisors, LLC 19,646 $12.1M 0.76% -1,824 13F-HR Timeline Northside Capital Management, LLC More: the full row for Northside Capital Management, LLC 19,641 $12.1M 0.92% +13,369 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 19,635 $12.1M 0.83% +122 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 19,633 $12.1M 0.25% -387 13F-HR Timeline Group First Washington CORP More: the full row for First Washington CORP 19,628 $12.1M 3.91% +4,995 13F-HR Timeline Boxwood Ventures, Inc. More: the full row for Boxwood Ventures, Inc. 19,550 $12.1M 15.68% 0 13F-HR Timeline LVM CAPITAL MANAGEMENT LTD/MI More: the full row for LVM CAPITAL MANAGEMENT LTD/MI 19,588 $12.1M 1.26% -1,634 13F-HR Timeline Bigelow Investment Advisors, LLC More: the full row for Bigelow Investment Advisors, LLC 19,549 $12.1M 5.32% -1,756 13F-HR Timeline Obermeyer Wealth Partners More: the full row for Obermeyer Wealth Partners 19,519 $12.1M 0.6% +2,256 13F-HR Timeline Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 19,495 $12M 4.52% +168 13F-HR Timeline Balboa Wealth Partners More: the full row for Balboa Wealth Partners 19,493 $12M 2.42% -1,217 13F-HR Timeline Bedel Financial Consulting, Inc. More: the full row for Bedel Financial Consulting, Inc. 19,488 $12M 1.64% -25 13F-HR Timeline TFO Wealth Partners, LLC More: the full row for TFO Wealth Partners, LLC 19,461 $12M 2.12% +70 13F-HR Timeline CHANNEL WEALTH LLC More: the full row for CHANNEL WEALTH LLC 19,379 $12M 3.39% +107 13F-HR Timeline Biltmore Family Office, LLC More: the full row for Biltmore Family Office, LLC 19,297 $12M 2.02% -5,129 13F-HR Timeline Aries Wealth Management More: the full row for Aries Wealth Management 19,344 $12M 3.12% -641 13F-HR Timeline Quadcap Wealth Management, LLC More: the full row for Quadcap Wealth Management, LLC 19,341 $11.9M 1.52% +583 13F-HR Timeline Lansing Street Advisors More: the full row for Lansing Street Advisors 19,267 $11.9M 3.56% +1,590 13F-HR Timeline Paulson Wealth Management Inc. More: the full row for Paulson Wealth Management Inc. 19,316 $11.9M 3.09% -581 13F-HR Timeline FIRST MERCHANTS CORP More: the full row for FIRST MERCHANTS CORP 19,313 $11.9M 0.46% -168 13F-HR Timeline Edge Financial Advisors LLC More: the full row for Edge Financial Advisors LLC 19,256 $11.9M 6.27% +19 13F-HR Timeline CONFLUENCE INVESTMENT MANAGEMENT LLC More: the full row for CONFLUENCE INVESTMENT MANAGEMENT LLC 19,222 $11.9M 0.17% -19,227 13F-HR Timeline Sassicaia Capital Advisers LLC More: the full row for Sassicaia Capital Advisers LLC 19,200 $11.9M 7.43% +17,300 13F-HR Timeline LAZARD ASSET MANAGEMENT LLC in group LAZARD ASSET MANAGEMENT LLC More: the full row for LAZARD ASSET MANAGEMENT LLC 19,193 $11.9M 0.02% -12,358 13F-HR Timeline Group ORG Partners LLC More: the full row for ORG Partners LLC 19,184 $11.9M 2.53% +3,067 13F-HR Timeline