Nilsine Partners, LLC More: the full row for Nilsine Partners, LLC 5,468 $560K 0.05% -51 13F-HR Timeline Towne Trust Company, N.A More: the full row for Towne Trust Company, N.A 5,450 $558K 0.17% -1,275 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 5,395 $552K <0.01% 13F-HR Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 5,384 $551K 0.01% -412 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 5,370 $550K 0.03% +411 13F-HR Timeline AFFINITY INVESTMENT ADVISORS, LLC More: the full row for AFFINITY INVESTMENT ADVISORS, LLC 5,362 $549K 0.36% new 13F-HR Timeline Laird Norton Wetherby Trust Company, LLC in group Laird Norton Wetherby Trust C… More: the full row for Laird Norton Wetherby Trust Company, LLC 5,342 $547K 0.01% new 13F-HR Timeline Group State of Wyoming More: the full row for State of Wyoming 5,340 $547K 0.06% +1,586 13F-HR Timeline Guinness Asset Management LTD More: the full row for Guinness Asset Management LTD 5,227 $546K 0.01% +1,145 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 5,326 $545K 0.03% +48 13F-HR Timeline JT Stratford LLC More: the full row for JT Stratford LLC 5,325 $545K 0.07% -2,721 13F-HR Timeline Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 5,290 $542K 0.01% +956 13F-HR Timeline Group FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 5,266 $539K 0.04% +8 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 5,254 $538K 0.01% -317 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 5,197 $532K 0.03% +2,577 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 5,188 $531K 0.03% -80 13F-HR Timeline STRS OHIO More: the full row for STRS OHIO 5,180 $530K <0.01% -51 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 5,155 $528K 0.01% -1 13F-HR Timeline Nautilus Advisors LLC More: the full row for Nautilus Advisors LLC 5,153 $528K 0.34% -1,348 13F-HR Timeline Lynx Investment Advisory More: the full row for Lynx Investment Advisory 5,137 $526K 0.29% -42 13F-HR Timeline PINEBRIDGE INVESTMENTS LLC More: the full row for PINEBRIDGE INVESTMENTS LLC 5,135 $526K <0.01% 13F-HR/A Timeline Kera Capital Partners, Inc. More: the full row for Kera Capital Partners, Inc. 4,968 $525K 0.06% +2,612 13F-HR Timeline Callan Family Office, LLC More: the full row for Callan Family Office, LLC 5,127 $525K 0.01% -280 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 5,089 $521K 0.01% -3,549 13F-HR Timeline Group Wynn Capital, LLC More: the full row for Wynn Capital, LLC 5,072 $519K 0.25% -169 13F-HR Timeline SITTNER & NELSON, LLC More: the full row for SITTNER & NELSON, LLC 5,488 $519K 0.18% +1,409 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 5,063 $519K <0.01% +15 13F-HR Timeline Group BOURNE LENT ASSET MANAGEMENT INC More: the full row for BOURNE LENT ASSET MANAGEMENT INC 5,067 $519K 0.17% 0 13F-HR Timeline Trek Financial, LLC More: the full row for Trek Financial, LLC 5,020 $514K 0.03% -290 13F-HR Timeline Walleye Capital LLC in group Walleye Capital LLC More: the full row for Walleye Capital LLC 4,997 $512K <0.01% +4,705 13F-HR Timeline Group International Private Wealth Advisors L… More: the full row for International Private Wealth Advisors LLC 4,943 $506K 0.32% +191 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 4,885 $500K 0.01% +841 13F-HR Timeline Tudor Financial Inc. More: the full row for Tudor Financial Inc. 4,871 $499K 0.26% -909 13F-HR Timeline REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 4,860 $498K <0.01% -219 13F-HR Timeline Group Headlands Technologies LLC More: the full row for Headlands Technologies LLC 4,853 $497K 0.04% new 13F-HR Timeline Hudson Bay Capital Management LP in group Hudson Bay Capital Management… More: the full row for Hudson Bay Capital Management LP 4,850 $497K <0.01% new 13F-HR Timeline Group City Center Advisors, LLC More: the full row for City Center Advisors, LLC 4,825 $494K 0.45% -513 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 4,796 $491K 0.02% +24 13F-HR Timeline TOWNSQUARE CAPITAL LLC More: the full row for TOWNSQUARE CAPITAL LLC 4,766 $488K 0.11% -429 13F-HR Timeline EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 4,734 $485K <0.01% -482 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 4,802 $484K 0.01% -544 13F-HR Timeline FOCUSED ALPHA, LLC More: the full row for FOCUSED ALPHA, LLC 4,712 $482K 0.14% 13F-HR Timeline Westerkirk Capital Inc. More: the full row for Westerkirk Capital Inc. 4,700 $481K 0.05% 0 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 4,656 $477K 0.03% +216 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 4,636 $475K 0.01% +1,543 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 4,316 $470K 0.01% -50 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. 4,533 $464K 0.01% -268 13F-HR Timeline Group GW HENSSLER & ASSOCIATES LTD More: the full row for GW HENSSLER & ASSOCIATES LTD 4,518 $463K 0.02% +128 13F-HR Timeline Aurora Investment Counsel More: the full row for Aurora Investment Counsel 4,507 $461K 0.24% -50 13F-HR Timeline AlphaStar Capital Management, LLC More: the full row for AlphaStar Capital Management, LLC 4,426 $453K 0.03% -1,459 13F-HR Timeline Bank Julius Baer & Co. Ltd, Zurich More: the full row for Bank Julius Baer & Co. Ltd, Zurich 4,398 $450K <0.01% -5 13F-HR Timeline Abel Hall, LLC More: the full row for Abel Hall, LLC 4,398 $450K 0.11% +364 13F-HR Timeline Cannell & Spears LLC More: the full row for Cannell & Spears LLC 4,376 $448K 0.01% 0 13F-HR Timeline Vestcor Inc More: the full row for Vestcor Inc 4,353 $446K 0.01% 0 13F-HR Timeline LVW Advisors, LLC More: the full row for LVW Advisors, LLC 4,346 $445K 0.05% +5 13F-HR Timeline Twelve Points Wealth Management LLC More: the full row for Twelve Points Wealth Management LLC 4,134 $444K 0.1% -3,264 13F-HR Timeline Obermeyer Wealth Partners More: the full row for Obermeyer Wealth Partners 4,326 $443K 0.02% 0 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 4,310 $441K 0.01% 0 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 4,259 $436K 0.08% +272 13F-HR Timeline Capital Management Associates, Inc More: the full row for Capital Management Associates, Inc 4,201 $430K 0.1% -406 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 4,190 $429K 0.01% +1,209 13F-HR Timeline Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 4,142 $424K 0.01% +712 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 4,134 $423K <0.01% -801 13F-HR Timeline DENALI ADVISORS LLC More: the full row for DENALI ADVISORS LLC 4,119 $422K 0.05% new 13F-HR Timeline Center For Asset Management LLC More: the full row for Center For Asset Management LLC 4,117 $421K 0.22% -564 13F-HR Timeline First Bank & Trust More: the full row for First Bank & Trust 4,107 $420K 0.07% new 13F-HR Timeline Krane Funds Advisors LLC More: the full row for Krane Funds Advisors LLC 4,068 $416K 0.01% -221 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 4,065 $416K 0.02% -535 13F-HR Timeline ASAHI LIFE ASSET MANAGEMENT CO., LTD. More: the full row for ASAHI LIFE ASSET MANAGEMENT CO., LTD. 4,062 $416K 0.23% +352 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 4,038 $413K <0.01% -313 13F-HR Timeline Group NORTHCAPE WEALTH MANAGEMENT, LLC More: the full row for NORTHCAPE WEALTH MANAGEMENT, LLC 4,035 $413K 0.12% 0 13F-HR Timeline FERGUSON WELLMAN CAPITAL MANAGEMENT, INC More: the full row for FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 4,008 $410K 0.01% -66 13F-HR Timeline BAMCO INC /NY/ in group Baron Capital More: the full row for BAMCO INC /NY/ 4,000 $410K <0.01% 0 13F-HR Timeline Group Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 3,987 $408K 0.01% +995 13F-HR Timeline Curbstone Financial Management Corp More: the full row for Curbstone Financial Management Corp 3,950 $404K 0.08% -500 13F-HR Timeline Apriem Advisors More: the full row for Apriem Advisors 3,949 $404K 0.04% -71 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 3,922 $402K 0.01% 0 13F-HR Timeline US Asset Management LLC More: the full row for US Asset Management LLC 3,922 $402K 0.33% -26 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 3,921 $401K 0.01% +73 13F-HR Timeline Balyasny Asset Management L.P. in group Balyasny Asset Management More: the full row for Balyasny Asset Management L.P. 3,887 $398K <0.01% new 13F-HR Timeline Group LOGAN CAPITAL MANAGEMENT INC More: the full row for LOGAN CAPITAL MANAGEMENT INC 3,874 $397K 0.02% -5 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 3,873 $396K 0.01% -845 13F-HR Timeline FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 3,870 $396K 0.02% +418 13F-HR Timeline LGT Group Foundation in group LGT Group Foundation More: the full row for LGT Group Foundation 3,750 $389K <0.01% 0 13F-HR Timeline Group Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 3,791 $388K <0.01% +67 13F-HR Timeline Group Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 3,674 $388K 0.01% +493 13F-HR Timeline Graves Light Lenhart Wealth, Inc. More: the full row for Graves Light Lenhart Wealth, Inc. 3,769 $386K 0.04% 0 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 3,764 $385K 0.01% +625 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 3,762 $385K 0.03% -43 13F-HR Timeline Nexus Investment Management ULC More: the full row for Nexus Investment Management ULC 3,740 $383K 0.05% 0 13F-HR Timeline WBH ADVISORY INC More: the full row for WBH ADVISORY INC 3,738 $383K 0.03% -40 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 3,724 $381K <0.01% -264 13F-HR Timeline Group MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 3,716 $380K 0.01% +418 13F-HR Timeline Keystone Financial Group More: the full row for Keystone Financial Group 3,705 $379K 0.03% +50 13F-HR Timeline TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 3,688 $378K 0.04% -501 13F-HR Timeline INTECH INVESTMENT MANAGEMENT LLC More: the full row for INTECH INVESTMENT MANAGEMENT LLC 3,601 $369K <0.01% -6,958 13F-HR Timeline Davis Capital Management More: the full row for Davis Capital Management 3,580 $367K 0.25% +299 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 3,564 $365K 0.01% new 13F-HR/A Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 3,563 $365K 0.01% -4,153 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 3,543 $363K 0.01% +506 13F-HR Timeline DRW Securities, LLC More: the full row for DRW Securities, LLC 3,554 $361K 0.03% new 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 3,522 $361K <0.01% -262 13F-HR/A Timeline Group River Wealth Advisors LLC More: the full row for River Wealth Advisors LLC 3,521 $360K 0.04% -140 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 3,501 $359K 0.01% -144 13F-HR Timeline CARDEROCK CAPITAL MANAGEMENT INC More: the full row for CARDEROCK CAPITAL MANAGEMENT INC 3,450 $353K 0.09% -3,375 13F-HR Timeline TCW GROUP INC in group TCW GROUP INC More: the full row for TCW GROUP INC 3,410 $349K <0.01% new 13F-HR Timeline Group Berman McAleer LLC More: the full row for Berman McAleer LLC 3,405 $349K 0.05% 0 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 3,403 $348K 0.01% -388 13F-HR Timeline Visionary Horizons, LLC More: the full row for Visionary Horizons, LLC 3,385 $347K 0.18% -25 13F-HR Timeline MOODY NATIONAL BANK TRUST DIVISION in group MOODY NATIONAL BANK TRUST DIV… More: the full row for MOODY NATIONAL BANK TRUST DIVISION 3,384 $346K 0.03% +130 13F-HR Timeline Group Curi Capital, LLC More: the full row for Curi Capital, LLC 3,361 $344K 0.01% -211 13F-HR Timeline BAM Wealth Management, LLC More: the full row for BAM Wealth Management, LLC 3,345 $342K 0.25% +557 13F-HR Timeline KW WEALTH MANAGEMENT LLC More: the full row for KW WEALTH MANAGEMENT LLC 3,337 $342K 0.52% +1,289 13F-HR Timeline CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 3,318 $340K 0.01% -1,182 13F-HR Timeline BLUEFIN CAPITAL MANAGEMENT, LLC More: the full row for BLUEFIN CAPITAL MANAGEMENT, LLC 3,300 $338K 0.09% new 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 3,292 $337K 0.01% new 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 3,271 $335K 0.14% +244 13F-HR Timeline Horizon Advisory Services, Inc. More: the full row for Horizon Advisory Services, Inc. 3,251 $333K 0.17% +433 13F-HR Timeline Clear Harbor Asset Management, LLC More: the full row for Clear Harbor Asset Management, LLC 3,250 $333K 0.02% +3 13F-HR Timeline Heritage Trust Co More: the full row for Heritage Trust Co 3,235 $331K 0.03% 0 13F-HR Timeline KEYNOTE FINANCIAL SERVICES LLC More: the full row for KEYNOTE FINANCIAL SERVICES LLC 3,214 $329K 0.18% new 13F-HR Timeline MTM Investment Management, LLC More: the full row for MTM Investment Management, LLC 3,167 $324K 0.1% +107 13F-HR Timeline Mach-1 Financial Group, LLC More: the full row for Mach-1 Financial Group, LLC 3,140 $321K 0.07% new 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 3,131 $321K <0.01% -104 13F-HR Timeline Quantum Financial Advisors, LLC More: the full row for Quantum Financial Advisors, LLC 3,126 $320K 0.04% new 13F-HR Timeline EVOLVE PRIVATE WEALTH, LLC More: the full row for EVOLVE PRIVATE WEALTH, LLC 3,116 $319K 0.02% 13F-HR Timeline Oakmont Advisory Group, LLC More: the full row for Oakmont Advisory Group, LLC 3,115 $319K 0.34% 13F-HR Timeline SRH ADVISORS, LLC More: the full row for SRH ADVISORS, LLC 3,115 $319K 0.09% +2,060 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 3,088 $316K 0.01% +1,512 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 3,087 $316K 0.06% -16 13F-HR Timeline Hopwood Financial Services, Inc. More: the full row for Hopwood Financial Services, Inc. 3,084 $316K 0.22% -75 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 3,078 $315K 0.02% +286 13F-HR Timeline SteelPeak Wealth, LLC More: the full row for SteelPeak Wealth, LLC 3,045 $312K 0.01% +792 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 3,027 $310K 0.05% -187 13F-HR Timeline EXCALIBUR MANAGEMENT CORP More: the full row for EXCALIBUR MANAGEMENT CORP 3,025 $310K 0.11% -201 13F-HR Timeline MIRABELLA FINANCIAL SERVICES LLP More: the full row for MIRABELLA FINANCIAL SERVICES LLP 3,015 $309K 0.03% new 13F-HR Timeline Sagewood Asset Management LP More: the full row for Sagewood Asset Management LP 3,003 $307K 0.11% 13F-HR Timeline Martel Wealth Advisors LLC More: the full row for Martel Wealth Advisors LLC 3,000 $307K 0.05% 0 13F-HR Timeline Wealth Group, Ltd. More: the full row for Wealth Group, Ltd. 3,000 $307K 0.3% 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 2,998 $307K 0.01% +188 13F-HR Timeline Saratoga Research & Investment Manageme… More: the full row for Saratoga Research & Investment Management 2,977 $305K 0.02% -9 13F-HR Timeline Investor's Fiduciary Advisor Network, L… More: the full row for Investor's Fiduciary Advisor Network, LLC 2,967 $303K 0.06% 0 13F-HR Timeline CAPSTONE INVESTMENT ADVISORS, LLC in group CAPSTONE INVESTMENT ADVISORS,… More: the full row for CAPSTONE INVESTMENT ADVISORS, LLC 2,959 $303K <0.01% -3,867 13F-HR Timeline Group Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 2,944 $301K 0.1% -1,583 13F-HR Timeline CIDEL ASSET MANAGEMENT INC More: the full row for CIDEL ASSET MANAGEMENT INC 2,942 $301K 0.02% +214 13F-HR Timeline SAWGRASS ASSET MANAGEMENT LLC More: the full row for SAWGRASS ASSET MANAGEMENT LLC 2,928 $300K 0.04% 0 13F-HR Timeline LMR Partners LLP in group LMR Partners LLP More: the full row for LMR Partners LLP 2,928 $300K <0.01% new 13F-HR Timeline Group Strategic Advisors LLC More: the full row for Strategic Advisors LLC 2,900 $297K 0.05% -300 13F-HR Timeline BankPlus Trust Department in group BankPlus Trust Department More: the full row for BankPlus Trust Department 2,899 $297K 0.08% 0 13F-HR Timeline Group Hoxton Planning & Management, LLC More: the full row for Hoxton Planning & Management, LLC 2,890 $296K 0.09% +56 13F-HR Timeline Financial Advisors Network, Inc. More: the full row for Financial Advisors Network, Inc. 2,876 $294K 0.04% +98 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 2,848 $292K 0.06% +14 13F-HR Timeline Compton Financial Group, LLC More: the full row for Compton Financial Group, LLC 2,847 $291K 0.07% new 13F-HR Timeline Essex Bank in group Essex Financial Services, Inc. More: the full row for Essex Bank 2,841 $291K 0.06% -73 13F-HR Timeline Group Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 2,834 $290K 0.03% +1 13F-HR Timeline Accel Wealth Management More: the full row for Accel Wealth Management 2,830 $290K 0.08% -482 13F-HR Timeline WESBANCO BANK INC More: the full row for WESBANCO BANK INC 2,819 $289K 0.01% -344 13F-HR Timeline Purkiss Capital Advisors LLC More: the full row for Purkiss Capital Advisors LLC 2,796 $286K 0.13% -93 13F-HR Timeline Tennessee Valley Asset Management Partn… More: the full row for Tennessee Valley Asset Management Partners 2,785 $285K 0.04% -112 13F-HR Timeline CLIFFORD SWAN INVESTMENT COUNSEL LLC More: the full row for CLIFFORD SWAN INVESTMENT COUNSEL LLC 2,773 $284K 0.01% -200 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 2,768 $283K 0.02% -3,193 13F-HR Timeline Coordinated Financial Services, Inc. More: the full row for Coordinated Financial Services, Inc. 2,765 $283K 0.16% +440 13F-HR Timeline Sun Financial Inc More: the full row for Sun Financial Inc 2,751 $282K 0.16% 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 2,967 $281K 0.01% +33 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 2,684 $281K 0.01% new 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 2,720 $278K 0.03% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Bill Few Associates, Inc. More: the full row for Bill Few Associates, Inc. 2,699 $276K 0.07% +112 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 2,698 $276K 0.01% 0 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 2,683 $275K <0.01% +10 13F-HR Timeline S-Bank Fund Management Ltd More: the full row for S-Bank Fund Management Ltd 2,683 $275K 0.04% -704 13F-HR Timeline LCNB CORP More: the full row for LCNB CORP 2,668 $273K 0.09% +5 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 2,666 $273K 0.01% -7 13F-HR Timeline Alchemi Wealth, LLC More: the full row for Alchemi Wealth, LLC 2,656 $272K 0.15% 13F-HR Timeline Revisor Wealth Management LLC More: the full row for Revisor Wealth Management LLC 2,549 $271K 0.07% -84 13F-HR Timeline Whitener Capital Management, Inc. More: the full row for Whitener Capital Management, Inc. 2,640 $270K 0.06% +195 13F-HR Timeline Tema ETFs LLC More: the full row for Tema ETFs LLC 2,631 $269K 0.02% -4 13F-HR Timeline Lifeworks Advisors, LLC More: the full row for Lifeworks Advisors, LLC 2,630 $269K 0.03% +33 13F-HR Timeline Concorde Asset Management, LLC More: the full row for Concorde Asset Management, LLC 2,628 $269K 0.11% new 13F-HR Timeline TL Private Wealth More: the full row for TL Private Wealth 2,500 $268K 0.1% 0 13F-HR/A Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 2,581 $268K 0.01% +507 13F-HR Timeline PLIMOTH TRUST CO LLC More: the full row for PLIMOTH TRUST CO LLC 2,612 $267K 0.06% -534 13F-HR Timeline Traub Capital Management LLC More: the full row for Traub Capital Management LLC 2,610 $267K 0.26% 0 13F-HR Timeline Joule Financial, LLC More: the full row for Joule Financial, LLC 2,608 $267K 0.08% -278 13F-HR Timeline CULLINAN ASSOCIATES INC More: the full row for CULLINAN ASSOCIATES INC 2,600 $266K 0.02% 0 13F-HR Timeline LaFleur & Godfrey LLC More: the full row for LaFleur & Godfrey LLC 2,580 $264K 0.03% 0 13F-HR Timeline CX Institutional More: the full row for CX Institutional 2,582 $264K 0.01% -198 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 2,555 $262K 0.02% -144 13F-HR Timeline VAUGHAN DAVID INVESTMENTS LLC/IL More: the full row for VAUGHAN DAVID INVESTMENTS LLC/IL 2,543 $260K 0.01% -507 13F-HR Timeline Rathbones Group PLC More: the full row for Rathbones Group PLC 2,500 $256K <0.01% 0 13F-HR/A Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 2,499 $256K 0.01% +229 13F-HR Timeline iSAM Funds (UK) Ltd in group iSAM Funds (UK) Ltd More: the full row for iSAM Funds (UK) Ltd 2,499 $256K 0.09% new 13F-HR Timeline Group Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 2,487 $255K <0.01% -92 13F-HR Timeline Group HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 2,482 $254K 0.01% new 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 2,477 $254K <0.01% +367 13F-HR Timeline Trust Asset Management LLC More: the full row for Trust Asset Management LLC 2,469 $253K 0.02% -99 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 2,463 $252K <0.01% +333 13F-HR Timeline Thayer Partners, LLC / MA More: the full row for Thayer Partners, LLC / MA 2,458 $252K 0.12% 13F-HR Timeline TCI Wealth Advisors, Inc. More: the full row for TCI Wealth Advisors, Inc. 2,450 $251K 0.01% +2 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 2,433 $249K 0.01% -1,871 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 2,347 $249K 0.01% -19 13F-HR Timeline