IFG Advisory, LLC More: the full row for IFG Advisory, LLC 4,548 $374K 0.02% +55 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 4,520 $372K <0.01% +183 13F-HR Timeline Group Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 4,517 $371K 0.09% -55 13F-HR Timeline Choate Investment Advisors More: the full row for Choate Investment Advisors 4,500 $371K 0.01% -388 13F-HR Timeline Athena Investment Management More: the full row for Athena Investment Management 4,479 $369K 0.19% -15 13F-HR Timeline SYNOVUS FINANCIAL CORP More: the full row for SYNOVUS FINANCIAL CORP 4,476 $369K <0.01% -44 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 4,461 $367K 0.02% new 13F-HR Timeline Abich Financial Wealth Management LLC More: the full row for Abich Financial Wealth Management LLC 4,448 $366K 0.13% 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 4,413 $363K 0.08% +26 13F-HR Timeline Salvus Wealth Management, LLC More: the full row for Salvus Wealth Management, LLC 4,390 $361K 0.2% +50 13F-HR Timeline CHILDRESS CAPITAL ADVISORS, LLC More: the full row for CHILDRESS CAPITAL ADVISORS, LLC 4,378 $360K 0.07% +794 13F-HR Timeline CAMDEN NATIONAL BANK More: the full row for CAMDEN NATIONAL BANK 4,367 $360K 0.05% -130 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 4,359 $359K 0.01% +10 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 4,341 $357K 0.01% -2,803 13F-HR Timeline Summit Place Financial Advisors, LLC More: the full row for Summit Place Financial Advisors, LLC 4,304 $354K 0.17% 0 13F-HR Timeline RiverGlades Family Offices LLC More: the full row for RiverGlades Family Offices LLC 4,300 $354K 0.22% 0 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 4,293 $353K 0.06% +9 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 4,271 $352K 0.02% +37 13F-HR Timeline CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 4,268 $351K 0.04% -1 13F-HR Timeline Quadcap Wealth Management, LLC More: the full row for Quadcap Wealth Management, LLC 4,254 $350K 0.04% +3 13F-HR Timeline NORTHCAPE WEALTH MANAGEMENT, LLC More: the full row for NORTHCAPE WEALTH MANAGEMENT, LLC 4,211 $347K 0.1% 0 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 4,400 $347K 0.04% -497 13F-HR Timeline McElhenny Sheffield Capital Management,… More: the full row for McElhenny Sheffield Capital Management, LLC 4,175 $344K 0.08% new 13F-HR Timeline Birch Hill Investment Advisors LLC More: the full row for Birch Hill Investment Advisors LLC 4,168 $343K 0.01% 0 13F-HR Timeline Delta Investment Management, LLC More: the full row for Delta Investment Management, LLC 4,136 $341K 0.06% new 13F-HR Timeline Murphy, Middleton, Hinkle & Parker, Inc. More: the full row for Murphy, Middleton, Hinkle & Parker, Inc. 4,115 $339K 0.17% +6 13F-HR Timeline Hubbell Strickland Wealth Management, L… More: the full row for Hubbell Strickland Wealth Management, LLC 4,103 $338K 0.14% +19 13F-HR Timeline SVB WEALTH LLC More: the full row for SVB WEALTH LLC 4,094 $337K 0.02% +153 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 4,033 $332K 0.01% +5 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 4,280 $331K 0.03% -120,000 13F-HR Timeline TI-TRUST, INC More: the full row for TI-TRUST, INC 4,020 $331K 0.21% 0 13F-HR Timeline PITTENGER & ANDERSON INC More: the full row for PITTENGER & ANDERSON INC 4,006 $330K 0.01% 0 13F-HR Timeline Boit C F David More: the full row for Boit C F David 4,000 $329K 0.15% 0 13F-HR Timeline BlueChip Wealth Advisors LLC More: the full row for BlueChip Wealth Advisors LLC 4,000 $329K 0.14% 0 13F-HR Timeline Brown Miller Wealth Management, LLC More: the full row for Brown Miller Wealth Management, LLC 3,998 $329K 0.09% -440 13F-HR Timeline GM Advisory Group, LLC More: the full row for GM Advisory Group, LLC 3,994 $329K 0.01% 0 13F-HR Timeline Liberty Capital Management, Inc. More: the full row for Liberty Capital Management, Inc. 3,990 $329K 0.06% +62 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 3,989 $328K 0.02% new 13F-HR Timeline HIGHLAND CAPITAL MANAGEMENT, LLC More: the full row for HIGHLAND CAPITAL MANAGEMENT, LLC 3,985 $328K 0.02% -315 13F-HR Timeline THOMPSON INVESTMENT MANAGEMENT, INC. More: the full row for THOMPSON INVESTMENT MANAGEMENT, INC. 3,981 $328K 0.04% +41 13F-HR Timeline WESBANCO BANK INC More: the full row for WESBANCO BANK INC 3,973 $327K 0.01% -5,085 13F-HR Timeline Weiss Asset Management LP in group Weiss Asset Management LP More: the full row for Weiss Asset Management LP 3,970 $327K <0.01% -21,530 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. Compass Ion Advisors, LLC More: the full row for Compass Ion Advisors, LLC 3,949 $325K 0.03% +11 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 3,945 $325K 0.02% +1,300 13F-HR Timeline Jump Financial, LLC in group Jump Financial, LLC More: the full row for Jump Financial, LLC 3,938 $324K <0.01% +376 13F-HR/A Timeline Group CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 3,928 $323K 0.01% +66 13F-HR Timeline Cypress Wealth Services, LLC More: the full row for Cypress Wealth Services, LLC 3,923 $323K 0.05% +36 13F-HR Timeline PANAGORA ASSET MANAGEMENT INC More: the full row for PANAGORA ASSET MANAGEMENT INC 3,912 $322K <0.01% -7,984 13F-HR Timeline FRG Family Wealth Advisors LLC More: the full row for FRG Family Wealth Advisors LLC 3,900 $321K 0.05% 0 13F-HR Timeline Mathes Company, Inc. More: the full row for Mathes Company, Inc. 3,900 $321K 0.12% 0 13F-HR Timeline Obermeyer Wealth Partners More: the full row for Obermeyer Wealth Partners 3,897 $321K 0.02% -1,701 13F-HR Timeline FIRST FOUNDATION ADVISORS in group FIRST FOUNDATION ADVISORS More: the full row for FIRST FOUNDATION ADVISORS 3,884 $320K 0.01% -468 13F-HR Timeline Group ICW Investment Advisors LLC More: the full row for ICW Investment Advisors LLC 3,869 $319K 0.12% -80 13F-HR Timeline Atlas Brown,Inc. More: the full row for Atlas Brown,Inc. 3,857 $318K 0.09% +20 13F-HR Timeline Lifeworks Advisors, LLC More: the full row for Lifeworks Advisors, LLC 3,845 $317K 0.04% +39 13F-HR Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 3,801 $313K 0.12% -163 13F-HR Timeline Cornell Pochily Investment Advisors, In… More: the full row for Cornell Pochily Investment Advisors, Inc. 3,790 $312K 0.09% +203 13F-HR Timeline Global View Capital Management LLC More: the full row for Global View Capital Management LLC 3,782 $311K 0.07% +546 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 3,768 $310K 0.02% new 13F-HR Timeline Winthrop Advisory Group LLC More: the full row for Winthrop Advisory Group LLC 3,767 $310K 0.03% +1 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 3,764 $310K 0.03% +333 13F-HR Timeline FLC Capital Advisors More: the full row for FLC Capital Advisors 3,754 $309K 0.06% +3 13F-HR Timeline Wescott Financial Advisory Group, LLC More: the full row for Wescott Financial Advisory Group, LLC 3,751 $309K 0.03% +27 13F-HR Timeline Severin Investments, LLC More: the full row for Severin Investments, LLC 3,748 $309K 0.27% +39 13F-HR Timeline Family Capital Management, Inc. More: the full row for Family Capital Management, Inc. 3,744 $308K 0.15% -80 13F-HR Timeline FDx Advisors, Inc. More: the full row for FDx Advisors, Inc. 4,152 $308K 0.09% -602 13F-HR Timeline HENGEHOLD CAPITAL MANAGEMENT LLC More: the full row for HENGEHOLD CAPITAL MANAGEMENT LLC 3,729 $307K 0.03% +22 13F-HR Timeline Richard W. Paul & Associates, LLC More: the full row for Richard W. Paul & Associates, LLC 3,723 $307K 0.1% -44 13F-HR Timeline Pine Valley Investments Ltd Liability Co More: the full row for Pine Valley Investments Ltd Liability Co 3,715 $306K 0.02% +2 13F-HR Timeline DOVER ADVISORS, LLC More: the full row for DOVER ADVISORS, LLC 3,700 $305K 0.12% -175 13F-HR Timeline Tyche Wealth Partners LLC More: the full row for Tyche Wealth Partners LLC 3,689 $304K 0.05% -93 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 3,666 $302K 0.01% new 13F-HR Timeline VeraBank, N.A. More: the full row for VeraBank, N.A. 3,657 $301K 0.06% 0 13F-HR Timeline Employees Retirement System of Texas More: the full row for Employees Retirement System of Texas 3,635 $299K <0.01% 0 13F-HR Timeline BRAVE ASSET MANAGEMENT INC More: the full row for BRAVE ASSET MANAGEMENT INC 3,628 $299K 0.07% new 13F-HR Timeline ADVOCATE GROUP LLC More: the full row for ADVOCATE GROUP LLC 3,626 $299K 0.05% -307 13F-HR Timeline BRIAN LOW FINANCIAL GROUP, LLC More: the full row for BRIAN LOW FINANCIAL GROUP, LLC 3,617 $298K 0.23% +100 13F-HR Timeline Longboard Asset Management, LP More: the full row for Longboard Asset Management, LP 3,602 $297K 0.48% new 13F-HR Timeline Sunpointe, LLC More: the full row for Sunpointe, LLC 3,581 $295K 0.11% new 13F-HR Timeline DEARBORN PARTNERS LLC More: the full row for DEARBORN PARTNERS LLC 3,573 $294K 0.01% -800 13F-HR Timeline TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 3,564 $293K 0.03% -535 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 3,533 $291K 0.01% +616 13F-HR Timeline Copperleaf Capital, LLC More: the full row for Copperleaf Capital, LLC 3,533 $291K 0.14% new 13F-HR Timeline Keystone Wealth Services, LLC More: the full row for Keystone Wealth Services, LLC 3,532 $291K 0.06% -7 13F-HR Timeline COLTON GROOME FINANCIAL ADVISORS, LLC More: the full row for COLTON GROOME FINANCIAL ADVISORS, LLC 3,530 $291K 0.09% -77 13F-HR Timeline Pine Harbor Wealth Management, LLC More: the full row for Pine Harbor Wealth Management, LLC 3,526 $290K 0.09% +123 13F-HR Timeline Cove Private Wealth, LLC More: the full row for Cove Private Wealth, LLC 3,514 $289K 0.09% 0 13F-HR Timeline ACIMA PRIVATE WEALTH, LLC More: the full row for ACIMA PRIVATE WEALTH, LLC 3,500 $288K 0.09% 0 13F-HR Timeline CIDEL ASSET MANAGEMENT INC More: the full row for CIDEL ASSET MANAGEMENT INC 3,499 $288K 0.02% +222 13F-HR Timeline Reynders McVeigh Capital Management, LLC More: the full row for Reynders McVeigh Capital Management, LLC 3,492 $288K 0.01% -33 13F-HR Timeline RPS ADVISORY SOLUTIONS LLC More: the full row for RPS ADVISORY SOLUTIONS LLC 3,496 $288K 0.14% +70 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 3,493 $288K 0.02% +134 13F-HR Timeline SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 3,488 $287K 0.01% +571 13F-HR Timeline Daiichi Life Insurance Co., Ltd. in group Daiichi Life Insurance Co., L… More: the full row for Daiichi Life Insurance Co., Ltd. 3,480 $287K 0.01% -1,033 13F-HR Timeline Group Baldwin Investment Management, LLC More: the full row for Baldwin Investment Management, LLC 3,475 $286K 0.03% 0 13F-HR Timeline CONNING INC. in group CONNING INC. More: the full row for CONNING INC. 3,458 $285K 0.01% 0 13F-HR Timeline Group WOLVERINE TRADING, LLC More: the full row for WOLVERINE TRADING, LLC 3,477 $285K 0.01% -10,713 13F-HR Timeline CONWAY CAPITAL MANAGEMENT, INC. More: the full row for CONWAY CAPITAL MANAGEMENT, INC. 3,450 $284K 0.12% 0 13F-HR Timeline Capula Management Ltd in group Capula Management Ltd More: the full row for Capula Management Ltd 3,439 $283K <0.01% new 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. NorthCrest Asset Manangement, LLC More: the full row for NorthCrest Asset Manangement, LLC 3,534 $283K 0.01% +249 13F-HR Timeline FourThought Financial Partners, LLC More: the full row for FourThought Financial Partners, LLC 3,411 $281K 0.02% +17 13F-HR Timeline FIRST FINANCIAL BANK - TRUST DIVISION More: the full row for FIRST FINANCIAL BANK - TRUST DIVISION 3,407 $281K 0.02% 0 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 3,404 $280K <0.01% +20 13F-HR Timeline Burt Wealth Advisors More: the full row for Burt Wealth Advisors 3,400 $280K 0.07% 0 13F-HR Timeline Tradition Wealth Management, LLC More: the full row for Tradition Wealth Management, LLC 3,385 $279K 0.02% -40 13F-HR Timeline SPINNAKER TRUST More: the full row for SPINNAKER TRUST 3,383 $279K 0.02% 0 13F-HR Timeline Cyndeo Wealth Partners, LLC More: the full row for Cyndeo Wealth Partners, LLC 3,382 $278K 0.02% -7 13F-HR Timeline FERGUSON WELLMAN CAPITAL MANAGEMENT, INC More: the full row for FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 3,380 $278K <0.01% new 13F-HR Timeline VISION FINANCIAL MARKETS LLC More: the full row for VISION FINANCIAL MARKETS LLC 3,375 $278K 0.24% 0 13F-HR Timeline PUZO MICHAEL J More: the full row for PUZO MICHAEL J 3,375 $278K 0.08% 0 13F-HR Timeline Summit Financial Wealth Advisors, LLC More: the full row for Summit Financial Wealth Advisors, LLC 3,354 $278K 0.04% -941 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 3,354 $276K 0.12% +17 13F-HR Timeline GODSEY & GIBB, INC More: the full row for GODSEY & GIBB, INC 3,350 $276K 0.02% 0 13F-HR Timeline 2UniFi Bank More: the full row for 2UniFi Bank 3,346 $276K 0.14% +436 13F-HR Timeline Latitude Advisors, LLC More: the full row for Latitude Advisors, LLC 3,331 $274K 0.13% -116 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 3,303 $272K 0.01% -98 13F-HR Timeline Group Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 3,297 $271K 0.02% new 13F-HR Timeline PATRICK M SWEENEY & ASSOCIATES, INC More: the full row for PATRICK M SWEENEY & ASSOCIATES, INC 3,278 $270K 0.17% +90 13F-HR Timeline Richwood Investment Advisors, LLC More: the full row for Richwood Investment Advisors, LLC 3,266 $269K 0.21% 0 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 3,247 $267K 0.1% 0 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 3,227 $266K 0.01% +141 13F-HR Timeline Livforsakringsbolaget Skandia, Omsesidi… More: the full row for Livforsakringsbolaget Skandia, Omsesidigt 3,224 $265K 0.01% -200 13F-HR Timeline Cornerstone Wealth Group, LLC More: the full row for Cornerstone Wealth Group, LLC 3,218 $265K 0.02% +191 13F-HR Timeline HEADINVEST, LLC More: the full row for HEADINVEST, LLC 3,214 $265K 0.05% -319 13F-HR Timeline Phoenix Wealth Advisors More: the full row for Phoenix Wealth Advisors 3,204 $264K 0.1% -68 13F-HR Timeline Aureus Asset Management, LLC More: the full row for Aureus Asset Management, LLC 3,200 $263K 0.02% 0 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 3,196 $263K 0.01% new 13F-HR Timeline BOYD WATTERSON ASSET MANAGEMENT LLC/OH More: the full row for BOYD WATTERSON ASSET MANAGEMENT LLC/OH 3,185 $262K 0.08% -59 13F-HR Timeline Goepper Burkhardt LLC More: the full row for Goepper Burkhardt LLC 3,185 $262K 0.09% 0 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 3,169 $261K <0.01% +502 13F-HR Timeline Ransom Advisory, Ltd More: the full row for Ransom Advisory, Ltd 3,160 $260K 0.12% -204 13F-HR/A Timeline Morningstar Investment Management LLC in group Morningstar Investment Manage… More: the full row for Morningstar Investment Management LLC 3,162 $260K 0.01% +478 13F-HR Timeline Group B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 3,152 $260K 0.01% -2,594 13F-HR Timeline Stonegate Investment Group, LLC More: the full row for Stonegate Investment Group, LLC 3,150 $259K 0.01% 0 13F-HR Timeline Carl P. Sherr & Co., LLC More: the full row for Carl P. Sherr & Co., LLC 3,130 $258K 0.12% -471 13F-HR Timeline PATTON FUND MANAGEMENT, INC. More: the full row for PATTON FUND MANAGEMENT, INC. 3,105 $256K 0.05% 0 13F-HR Timeline Howard Capital Management, LLC More: the full row for Howard Capital Management, LLC 3,101 $255K <0.01% +96 13F-HR Timeline Southeast Asset Advisors, LLC More: the full row for Southeast Asset Advisors, LLC 3,100 $255K 0.03% -130 13F-HR Timeline Turtle Creek Wealth Advisors, LLC More: the full row for Turtle Creek Wealth Advisors, LLC 3,100 $255K 0.02% new 13F-HR Timeline Lincoln Capital LLC More: the full row for Lincoln Capital LLC 3,104 $255K 0.05% +57 13F-HR Timeline Octavia Wealth Advisors, LLC More: the full row for Octavia Wealth Advisors, LLC 3,090 $254K 0.03% new 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 3,084 $254K 0.01% new 13F-HR Timeline SC&H Financial Advisors, Inc. More: the full row for SC&H Financial Advisors, Inc. 3,081 $254K 0.04% 0 13F-HR Timeline OAK HILL WEALTH ADVISORS, LLC More: the full row for OAK HILL WEALTH ADVISORS, LLC 3,067 $253K 0.05% 0 13F-HR Timeline Mechanics Bank Trust Department More: the full row for Mechanics Bank Trust Department 3,049 $251K 0.04% -515 13F-HR Timeline CAPE COD FIVE CENTS SAVINGS BANK More: the full row for CAPE COD FIVE CENTS SAVINGS BANK 3,210 $251K 0.02% 0 13F-HR Timeline 1858 WEALTH MANAGEMENT, LLC More: the full row for 1858 WEALTH MANAGEMENT, LLC 3,037 $250K 0.18% -208 13F-HR Timeline Arete Wealth Advisors, LLC More: the full row for Arete Wealth Advisors, LLC 3,035 $250K 0.02% -32 13F-HR Timeline JB Capital LLC More: the full row for JB Capital LLC 3,035 $250K 0.01% +7 13F-HR Timeline HOLDERNESS INVESTMENTS CO More: the full row for HOLDERNESS INVESTMENTS CO 3,033 $250K 0.05% -1,150 13F-HR Timeline Farmers National Bank More: the full row for Farmers National Bank 3,025 $249K 0.06% -67 13F-HR Timeline Werba Rubin Papier Wealth Management More: the full row for Werba Rubin Papier Wealth Management 3,019 $249K 0.04% +196 13F-HR Timeline Ledyard National Bank More: the full row for Ledyard National Bank 3,016 $248K 0.02% +53 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 3,004 $247K 0.07% -200 13F-HR Timeline Mraz, Amerine & Associates, Inc. More: the full row for Mraz, Amerine & Associates, Inc. 3,000 $247K 0.04% 0 13F-HR Timeline JMAC ENTERPRISES LLC More: the full row for JMAC ENTERPRISES LLC 3,000 $247K 0.05% -2,100 13F-HR Timeline MARYLAND CAPITAL ADVISORS INC. More: the full row for MARYLAND CAPITAL ADVISORS INC. 2,999 $247K 0.09% 0 13F-HR Timeline Symphony Financial, Ltd. Co. More: the full row for Symphony Financial, Ltd. Co. 3,001 $247K 0.03% new 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 2,984 $246K 0.01% -141 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 2,984 $246K 0.06% 0 13F-HR Timeline apricus wealth, LLC More: the full row for apricus wealth, LLC 2,978 $245K 0.13% +150 13F-HR Timeline ARCADIA INVESTMENT MANAGEMENT CORP/MI More: the full row for ARCADIA INVESTMENT MANAGEMENT CORP/MI 2,976 $245K 0.04% -828 13F-HR Timeline Old North State Trust, LLC More: the full row for Old North State Trust, LLC 2,970 $245K 0.15% 0 13F-HR Timeline CAHABA WEALTH MANAGEMENT, INC. More: the full row for CAHABA WEALTH MANAGEMENT, INC. 2,971 $245K 0.02% 0 13F-HR Timeline WEST PACES ADVISORS INC. More: the full row for WEST PACES ADVISORS INC. 2,970 $245K 0.05% -20 13F-HR Timeline Williams Financial, LLC More: the full row for Williams Financial, LLC 2,963 $244K 0.25% new 13F-HR Timeline Inscription Capital, LLC More: the full row for Inscription Capital, LLC 2,958 $244K 0.03% +18 13F-HR Timeline Stiles Financial Services Inc More: the full row for Stiles Financial Services Inc 2,950 $243K 0.08% -360 13F-HR Timeline National Philanthropic Trust More: the full row for National Philanthropic Trust 2,945 $242K <0.01% new 13F-HR Timeline LVW Advisors, LLC More: the full row for LVW Advisors, LLC 2,935 $242K 0.03% -452 13F-HR Timeline Advisors Preferred, LLC in group Advisors Preferred, LLC More: the full row for Advisors Preferred, LLC 2,889 $239K 0.04% -37,318 13F-HR Timeline Group PEDDOCK CAPITAL ADVISORS, LLC More: the full row for PEDDOCK CAPITAL ADVISORS, LLC 2,899 $239K 0.05% 0 13F-HR Timeline Newman Dignan & Sheerar, Inc. More: the full row for Newman Dignan & Sheerar, Inc. 2,895 $238K 0.05% 0 13F-HR Timeline Lewis Asset Management, LLC More: the full row for Lewis Asset Management, LLC 2,889 $238K 0.1% -169 13F-HR Timeline True North Advisors, LLC More: the full row for True North Advisors, LLC 2,876 $237K 0.04% +78 13F-HR Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 2,875 $237K <0.01% new 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 3,030 $236K 0.01% -71 13F-HR Timeline BBR PARTNERS, LLC More: the full row for BBR PARTNERS, LLC 2,871 $236K 0.01% 0 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 2,853 $235K 0.02% +555 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 2,852 $235K 0.02% +1 13F-HR Timeline Edgemoor Investment Advisors, Inc. More: the full row for Edgemoor Investment Advisors, Inc. 2,848 $235K 0.02% -25 13F-HR Timeline Prairie Wealth Advisors, Inc. More: the full row for Prairie Wealth Advisors, Inc. 2,843 $234K 0.1% +47 13F-HR Timeline Triangle Securities Wealth Management More: the full row for Triangle Securities Wealth Management 2,842 $234K 0.05% -50 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. CMG Global Holdings, LLC More: the full row for CMG Global Holdings, LLC 2,895 $232K 0.11% 0 13F-HR Timeline Hardy Reed LLC More: the full row for Hardy Reed LLC 2,815 $232K 0.02% 0 13F-HR Timeline FIRST HAWAIIAN BANK in group FIRST HAWAIIAN BANK More: the full row for FIRST HAWAIIAN BANK 2,814 $232K 0.03% +1 13F-HR Timeline Group TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 2,917 $231K <0.01% -187 13F-HR Timeline Red Door Wealth Management, LLC More: the full row for Red Door Wealth Management, LLC 2,794 $230K 0.02% 0 13F-HR Timeline PFC CAPITAL GROUP, INC. More: the full row for PFC CAPITAL GROUP, INC. 2,800 $230K 0.1% -500 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 2,776 $230K 0.11% -14 13F-HR Timeline INGALLS & SNYDER LLC More: the full row for INGALLS & SNYDER LLC 2,773 $228K 0.01% -114 13F-HR Timeline TCV Trust & Wealth Management, Inc. More: the full row for TCV Trust & Wealth Management, Inc. 2,768 $228K 0.02% -300 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 2,754 $227K 0.02% +519 13F-HR Timeline Group ADVISORS MANAGEMENT GROUP INC /ADV More: the full row for ADVISORS MANAGEMENT GROUP INC /ADV 2,748 $226K 0.04% -88 13F-HR Timeline Acropolis Investment Management, LLC More: the full row for Acropolis Investment Management, LLC 2,983 $226K 0.01% -58 13F-HR Timeline Mattson Financial Services, LLC More: the full row for Mattson Financial Services, LLC 2,730 $225K 0.05% -13,017 13F-HR Timeline Diversified Enterprises, LLC More: the full row for Diversified Enterprises, LLC 2,728 $225K 0.02% 0 13F-HR Timeline BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC More: the full row for BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 2,725 $224K 0.03% +750 13F-HR Timeline Claris Financial LLC More: the full row for Claris Financial LLC 2,708 $223K 0.13% new 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 733 $222K 0.04% +616 13F-HR Timeline