PEDDOCK CAPITAL ADVISORS, LLC More: the full row for PEDDOCK CAPITAL ADVISORS, LLC 10,843 $1.06M 0.23% -109 13F-HR Timeline Moss Adams Wealth Advisors LLC More: the full row for Moss Adams Wealth Advisors LLC 10,817 $1.06M 0.08% +160 13F-HR Timeline Congress Park Capital LLC More: the full row for Congress Park Capital LLC 10,790 $1.06M 0.33% -250 13F-HR Timeline Meadowbrook Wealth Management, LLC More: the full row for Meadowbrook Wealth Management, LLC 10,781 $1.06M 1.1% 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 10,779 $1.06M 0.08% +1,818 13F-HR Timeline RAHLFS CAPITAL, LLC More: the full row for RAHLFS CAPITAL, LLC 10,774 $1.06M 0.83% 0 13F-HR Timeline THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 10,774 $1.05M 0.07% +264 13F-HR Timeline WEIK CAPITAL MANAGEMENT More: the full row for WEIK CAPITAL MANAGEMENT 10,685 $1.05M 0.39% 0 13F-HR Timeline Alta Advisers Ltd in group Alta Advisers Ltd More: the full row for Alta Advisers Ltd 10,610 $1.04M 0.32% 0 13F-HR Timeline Group Stokes Family Office, LLC More: the full row for Stokes Family Office, LLC 10,607 $1.04M 0.1% +554 13F-HR Timeline Onyx Bridge Wealth Group LLC More: the full row for Onyx Bridge Wealth Group LLC 10,559 $1.03M 0.11% +1,179 13F-HR Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 10,559 $1.03M 0.05% +540 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 10,472 $1.03M 0.01% +477 13F-HR Timeline SCHNIEDERS CAPITAL MANAGEMENT, LLC. More: the full row for SCHNIEDERS CAPITAL MANAGEMENT, LLC. 10,467 $1.03M 0.18% 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 10,450 $1.02M 0.04% -1,685 13F-HR Timeline Group Turtle Creek Wealth Advisors, LLC More: the full row for Turtle Creek Wealth Advisors, LLC 10,422 $1.02M 0.09% +4,229 13F-HR Timeline Yahav Achim Ve Achayot - Provident Fund… More: the full row for Yahav Achim Ve Achayot - Provident Funds Management Co Ltd. 10,444 $1.02M 2.89% new 13F-HR Timeline FIRETHORN WEALTH PARTNERS, LLC More: the full row for FIRETHORN WEALTH PARTNERS, LLC 10,407 $1.02M 0.4% +8 13F-HR Timeline Revolve Wealth Partners, LLC More: the full row for Revolve Wealth Partners, LLC 10,406 $1.02M 0.12% -2,127 13F-HR Timeline BSW Wealth Partners More: the full row for BSW Wealth Partners 10,400 $1.02M 0.13% -559 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 10,383 $1.02M 0.03% +350 13F-HR Timeline STABLEFORD CAPITAL II LLC More: the full row for STABLEFORD CAPITAL II LLC 10,379 $1.02M 0.37% +130 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 10,290 $1.01M 0.01% -2,083 13F-HR Timeline TWIN CAPITAL MANAGEMENT INC More: the full row for TWIN CAPITAL MANAGEMENT INC 10,284 $1.01M 0.13% +2,596 13F-HR Timeline FAIRFIELD, BUSH & CO. More: the full row for FAIRFIELD, BUSH & CO. 10,274 $1.01M 0.52% +439 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 10,263 $1.01M 0.08% +8 13F-HR Timeline Freestone Capital Holdings, LLC in group Freestone Capital Holdings, L… More: the full row for Freestone Capital Holdings, LLC 10,250 $1M 0.03% +2,305 13F-HR Timeline Group CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 10,239 $1M 0.04% +1,948 13F-HR Timeline LOOMIS SAYLES & CO L P in group LOOMIS SAYLES & CO L P More: the full row for LOOMIS SAYLES & CO L P 10,202 $999K <0.01% +8 13F-HR Timeline Group Analyst IMS Investment Management Servi… in group Analyst IMS Investment Manage… More: the full row for Analyst IMS Investment Management Services Ltd. 10,201 $999K 0.03% -2,038 13F-HR Timeline Group Blue Chip Partners, LLC More: the full row for Blue Chip Partners, LLC 10,196 $999K 0.07% +2,056 13F-HR Timeline Sullivan Wood Capital Management LLC More: the full row for Sullivan Wood Capital Management LLC 10,180 $997K 1.47% 0 13F-HR Timeline 1248 Management, LLC More: the full row for 1248 Management, LLC 10,121 $992K 0.56% -3,774 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 10,046 $984K 0.05% +668 13F-HR Timeline Alliance Wealth Advisors, LLC /UT More: the full row for Alliance Wealth Advisors, LLC /UT 9,956 $975K 0.23% new 13F-HR Timeline KRS Capital Management, LLC More: the full row for KRS Capital Management, LLC 9,944 $974K 0.59% +519 13F-HR Timeline Beaumont Asset Management, L.L.C. More: the full row for Beaumont Asset Management, L.L.C. 9,915 $971K 0.49% -39 13F-HR Timeline VANCE WEALTH, LLC More: the full row for VANCE WEALTH, LLC 9,914 $971K 0.3% -2,431 13F-HR Timeline Carr Financial Group Corp More: the full row for Carr Financial Group Corp 9,899 $970K 0.27% +598 13F-HR Timeline Forefront Wealth Partners, LLC More: the full row for Forefront Wealth Partners, LLC 9,895 $969K 0.24% -3,504 13F-HR Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 9,862 $966K 0.05% +751 13F-HR Timeline CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 9,839 $964K 0.12% +695 13F-HR Timeline Curated Wealth Partners LLC More: the full row for Curated Wealth Partners LLC 9,801 $960K 0.12% +1,043 13F-HR Timeline L2 Asset Management, LLC More: the full row for L2 Asset Management, LLC 9,796 $960K 0.14% +430 13F-HR Timeline MITCHELL MCLEOD PUGH & WILLIAMS INC More: the full row for MITCHELL MCLEOD PUGH & WILLIAMS INC 10,054 $959K 0.15% -55 13F-HR Timeline MRP Capital Investments, LLC More: the full row for MRP Capital Investments, LLC 10,280 $959K 0.82% -1,450 13F-HR/A Timeline Triumph Capital Management More: the full row for Triumph Capital Management 9,777 $958K 0.26% +2,813 13F-HR/A Timeline Claro Advisors Inc. More: the full row for Claro Advisors Inc. 9,773 $957K 0.14% -9 13F-HR Timeline Optas, LLC More: the full row for Optas, LLC 9,650 $945K 0.16% +132 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 9,634 $944K 0.03% +7,211 13F-HR Timeline SGL Investment Advisors, Inc. More: the full row for SGL Investment Advisors, Inc. 9,404 $938K 0.39% +465 13F-HR Timeline PARSONS CAPITAL MANAGEMENT INC/RI More: the full row for PARSONS CAPITAL MANAGEMENT INC/RI 9,507 $931K 0.05% new 13F-HR Timeline Alan B Lancz & Associates, Inc. More: the full row for Alan B Lancz & Associates, Inc. 9,500 $931K 0.84% +1,000 13F-HR Timeline Creekmur Asset Management LLC More: the full row for Creekmur Asset Management LLC 9,494 $930K 0.15% -2,935 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 9,465 $927K 0.14% +55 13F-HR Timeline BAR HARBOR WEALTH MANAGEMENT in group BAR HARBOR WEALTH MANAGEMENT More: the full row for BAR HARBOR WEALTH MANAGEMENT 9,441 $925K 0.06% new 13F-HR Timeline Group Oxinas Partners, LLC More: the full row for Oxinas Partners, LLC 9,423 $923K 0.49% +122 13F-HR Timeline EVERPAR ADVISORS LLC More: the full row for EVERPAR ADVISORS LLC 9,341 $915K 0.36% -298 13F-HR Timeline Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 9,325 $914K 0.06% +128 13F-HR Timeline BOCHK Asset Management Ltd More: the full row for BOCHK Asset Management Ltd 9,300 $911K 0.24% new 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 9,271 $908K 0.07% +1,186 13F-HR Timeline Lynx Investment Advisory More: the full row for Lynx Investment Advisory 9,270 $908K 0.54% -65 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 9,253 $907K 0.31% -38 13F-HR Timeline TWO SIGMA INVESTMENTS, LP group of 2 filers holding More: the full row for TWO SIGMA INVESTMENTS, LP 9,197 $901K -661,121 Timeline AMG National Trust Bank More: the full row for AMG National Trust Bank 9,137 $895K 0.02% -369 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 9,091 $891K 0.13% new 13F-HR Timeline Interchange Capital Partners, LLC More: the full row for Interchange Capital Partners, LLC 9,085 $890K 0.17% +2,748 13F-HR Timeline Cottage Street Advisors LLC More: the full row for Cottage Street Advisors LLC 9,085 $890K 0.38% -590 13F-HR Timeline Redwood Wealth Management Group, LLC More: the full row for Redwood Wealth Management Group, LLC 9,056 $887K 0.38% -159 13F-HR Timeline INDEPENDENT INVESTORS INC More: the full row for INDEPENDENT INVESTORS INC 9,015 $883K 0.17% 0 13F-HR Timeline Lafayette Investments, Inc. More: the full row for Lafayette Investments, Inc. 9,010 $883K 0.17% +184 13F-HR Timeline Great Lakes Retirement, Inc. More: the full row for Great Lakes Retirement, Inc. 8,991 $881K 0.1% +137 13F-HR Timeline Parcion Private Wealth LLC More: the full row for Parcion Private Wealth LLC 8,980 $880K 0.05% +1,161 13F-HR Timeline DUMONT & BLAKE INVESTMENT ADVISORS LLC More: the full row for DUMONT & BLAKE INVESTMENT ADVISORS LLC 8,975 $879K 0.21% +115 13F-HR Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 8,965 $878K 0.33% +1,336 13F-HR Timeline S-Bank Fund Management Ltd More: the full row for S-Bank Fund Management Ltd 8,923 $874K 0.12% -116 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 8,913 $873K 0.07% -91 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 8,904 $872K 0.06% +433 13F-HR Timeline STEVENS CAPITAL MANAGEMENT LP More: the full row for STEVENS CAPITAL MANAGEMENT LP 8,905 $872K 0.12% -1,336 13F-HR Timeline Magnus Financial Group LLC More: the full row for Magnus Financial Group LLC 8,879 $870K 0.07% +1,473 13F-HR Timeline ASHTON THOMAS SECURITIES, LLC More: the full row for ASHTON THOMAS SECURITIES, LLC 8,874 $868K 0.12% +683 13F-HR Timeline Navis Wealth Advisors, LLC More: the full row for Navis Wealth Advisors, LLC 8,860 $868K 0.65% +495 13F-HR Timeline Buck Wealth Strategies, LLC More: the full row for Buck Wealth Strategies, LLC 8,847 $867K 0.12% +4,986 13F-HR Timeline Index Fund Advisors, Inc. More: the full row for Index Fund Advisors, Inc. 8,843 $866K 0.04% +17 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 8,839 $866K 0.39% -635 13F-HR Timeline Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 8,774 $860K 0.12% +388 13F-HR Timeline CFO4Life Group, LLC More: the full row for CFO4Life Group, LLC 8,752 $857K 0.12% +23 13F-HR Timeline American Money Management, LLC More: the full row for American Money Management, LLC 8,742 $856K 0.14% +1,565 13F-HR Timeline Lauterbach Financial Advisors, LLC More: the full row for Lauterbach Financial Advisors, LLC 8,735 $856K 0.43% 0 13F-HR Timeline Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 9,079 $856K 0.11% +3,183 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 8,938 $853K 0.02% +2,217 13F-HR Timeline ROGCO, LP More: the full row for ROGCO, LP 8,682 $851K 0.3% -243 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 8,609 $843K 0.07% +779 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 8,602 $843K 0.11% -7 13F-HR Timeline Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 8,598 $842K 0.07% +1,300 13F-HR Timeline Marathon Trading Investment Management … in group Marathon Trading Investment M… More: the full row for Marathon Trading Investment Management LLC 8,595 $842K 0.36% -10,078 13F-HR Timeline Group SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 8,567 $839K 0.06% +28 13F-HR Timeline CRA Financial Services, LLC More: the full row for CRA Financial Services, LLC 8,559 $839K 0.11% +503 13F-HR Timeline COURIER CAPITAL LLC More: the full row for COURIER CAPITAL LLC 8,539 $837K 0.05% +329 13F-HR Timeline NICOLET ADVISORY SERVICES, LLC in group NICOLET BANKSHARES INC More: the full row for NICOLET ADVISORY SERVICES, LLC 8,550 $836K 0.07% +5 13F-HR Timeline Group Fairtree Asset Management (Pty) Ltd More: the full row for Fairtree Asset Management (Pty) Ltd 8,534 $836K 0.55% new 13F-HR Timeline Financiere des Professionnels - Fonds d… More: the full row for Financiere des Professionnels - Fonds d'investissement inc. 8,522 $835K 0.05% new 13F-HR Timeline Goldstone Financial Group, LLC More: the full row for Goldstone Financial Group, LLC 8,506 $833K 0.1% +2,320 13F-HR Timeline RICHARDS, MERRILL & PETERSON, INC. More: the full row for RICHARDS, MERRILL & PETERSON, INC. 8,475 $830K 0.36% +2,345 13F-HR Timeline LEIGH BALDWIN & CO., LLC More: the full row for LEIGH BALDWIN & CO., LLC 8,472 $830K 0.47% +1,050 13F-HR/A Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 8,449 $828K 0.03% -69 13F-HR Timeline Probity Advisors, Inc. More: the full row for Probity Advisors, Inc. 8,417 $825K 0.13% -574 13F-HR Timeline 2UniFi Bank More: the full row for 2UniFi Bank 8,416 $825K 0.41% -179 13F-HR Timeline Horizon Family Wealth, Inc. More: the full row for Horizon Family Wealth, Inc. 8,416 $825K 0.47% +20 13F-HR Timeline Smith Thornton Advisors LLC More: the full row for Smith Thornton Advisors LLC 8,378 $821K 0.43% +773 13F-HR Timeline Canopy Partners, LLC More: the full row for Canopy Partners, LLC 8,369 $820K 0.27% +1,031 13F-HR Timeline MANAGED ASSET PORTFOLIOS, LLC More: the full row for MANAGED ASSET PORTFOLIOS, LLC 8,344 $817K 0.1% new 13F-HR Timeline O'Neil Global Advisors, Inc. More: the full row for O'Neil Global Advisors, Inc. 8,201 $803K 0.15% -4,567 13F-HR Timeline FORTEM FINANCIAL GROUP, LLC More: the full row for FORTEM FINANCIAL GROUP, LLC 8,194 $803K 0.23% +450 13F-HR Timeline West Family Investments, Inc. More: the full row for West Family Investments, Inc. 8,191 $802K 0.18% +203 13F-HR Timeline MeadowBrook Investment Advisors LLC More: the full row for MeadowBrook Investment Advisors LLC 8,190 $802K 0.69% +35 13F-HR Timeline Coign Capital Advisors LLC More: the full row for Coign Capital Advisors LLC 8,179 $801K 0.44% +124 13F-HR Timeline Lifeworks Advisors, LLC More: the full row for Lifeworks Advisors, LLC 8,167 $800K 0.11% +2,143 13F-HR Timeline Kapstone Financial Advisors LLC More: the full row for Kapstone Financial Advisors LLC 8,143 $798K 0.38% +3,698 13F-HR Timeline WESTWOOD HOLDINGS GROUP INC in group WESTWOOD HOLDINGS GROUP INC More: the full row for WESTWOOD HOLDINGS GROUP INC 8,126 $796K 0.01% +219 13F-HR Timeline Group Paragon Private Wealth Management, LLC More: the full row for Paragon Private Wealth Management, LLC 8,113 $795K 0.26% +5,267 13F-HR Timeline denkapparat Operations GmbH More: the full row for denkapparat Operations GmbH 8,100 $794K 0.51% 0 13F-HR Timeline Convergence Investment Partners, LLC More: the full row for Convergence Investment Partners, LLC 8,075 $791K 0.18% -2,925 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 8,058 $789K 0.05% -798 13F-HR Timeline Artemis Wealth Advisors, LLC More: the full row for Artemis Wealth Advisors, LLC 8,000 $784K 0.13% 0 13F-HR Timeline SOUTH PLAINS FINANCIAL, INC. More: the full row for SOUTH PLAINS FINANCIAL, INC. 7,973 $781K 0.49% +265 13F-HR Timeline Performance Wealth Partners, LLC More: the full row for Performance Wealth Partners, LLC 7,971 $781K 0.02% -491 13F-HR Timeline First Commonwealth Financial Corp /PA/ in group First Commonwealth Financial … More: the full row for First Commonwealth Financial Corp /PA/ 7,894 $773K 0.13% -475 13F-HR Timeline Group Prospect Financial Services LLC More: the full row for Prospect Financial Services LLC 7,878 $772K 0.44% -185 13F-HR Timeline Archford Capital Strategies, LLC More: the full row for Archford Capital Strategies, LLC 7,853 $769K 0.09% +21 13F-HR Timeline TITLEIST ASSET MANAGEMENT, LLC More: the full row for TITLEIST ASSET MANAGEMENT, LLC 7,847 $769K 0.07% -508 13F-HR Timeline Procyon Advisors, LLC More: the full row for Procyon Advisors, LLC 7,787 $763K 0.05% +2,001 13F-HR Timeline MJP ASSOCIATES INC /ADV More: the full row for MJP ASSOCIATES INC /ADV 7,740 $758K 0.1% -265 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 7,740 $758K 0.14% +1,799 13F-HR Timeline Driehaus Capital Management LLC More: the full row for Driehaus Capital Management LLC 7,718 $756K 0.01% +1,791 13F-HR Timeline 180 WEALTH ADVISORS, LLC More: the full row for 180 WEALTH ADVISORS, LLC 7,715 $756K 0.09% -418 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 7,846 $755K 0.04% +83 13F-HR Timeline ASPIRIANT, LLC More: the full row for ASPIRIANT, LLC 7,697 $754K 0.02% new 13F-HR Timeline TRED AVON FAMILY WEALTH, LLC More: the full row for TRED AVON FAMILY WEALTH, LLC 7,680 $752K 0.26% 13F-HR Timeline Unison Asset Management LLC More: the full row for Unison Asset Management LLC 7,650 $749K 0.35% 0 13F-HR/A Timeline FIRST CITIZENS BANK & TRUST CO More: the full row for FIRST CITIZENS BANK & TRUST CO 7,646 $749K 0.02% -390 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 7,612 $746K 0.09% -207 13F-HR Timeline Knollwood Investment Advisory, LLC More: the full row for Knollwood Investment Advisory, LLC 7,600 $745K 0.07% 0 13F-HR Timeline CATALYST PRIVATE WEALTH, LLC More: the full row for CATALYST PRIVATE WEALTH, LLC 7,599 $744K 0.33% -254 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 7,575 $742K 0.06% +415 13F-HR Timeline Delta Investment Management, LLC More: the full row for Delta Investment Management, LLC 7,575 $742K 0.13% +999 13F-HR Timeline Van Hulzen Asset Management, LLC More: the full row for Van Hulzen Asset Management, LLC 7,517 $736K 0.05% +1,474 13F-HR Timeline Synergy Financial Group, LTD More: the full row for Synergy Financial Group, LTD 7,468 $732K 0.49% 0 13F-HR Timeline AVAII WEALTH MANAGEMENT, LLC More: the full row for AVAII WEALTH MANAGEMENT, LLC 7,444 $729K 0.28% +876 13F-HR Timeline Wealth Alliance Advisory Group, LLC More: the full row for Wealth Alliance Advisory Group, LLC 7,420 $727K 0.13% new 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 7,387 $724K 0.05% +1,798 13F-HR Timeline Audent Global Asset Management, LLC More: the full row for Audent Global Asset Management, LLC 7,377 $723K 0.53% -85 13F-HR Timeline New Insight Wealth Advisors More: the full row for New Insight Wealth Advisors 7,371 $722K 0.27% -449 13F-HR Timeline Cadence Bank More: the full row for Cadence Bank 7,366 $722K 0.04% +122 13F-HR Timeline Principle Wealth Partners LLC More: the full row for Principle Wealth Partners LLC 7,349 $720K 0.04% +300 13F-HR Timeline Scientech Research LLC More: the full row for Scientech Research LLC 7,325 $718K 0.25% -1,575 13F-HR Timeline Harbor Advisors LLC More: the full row for Harbor Advisors LLC 7,298 $715K 0.11% 0 13F-HR Timeline STEINBERGANNA WEALTH MANAGEMENT More: the full row for STEINBERGANNA WEALTH MANAGEMENT 7,261 $711K 0.33% 13F-HR Timeline JT Stratford LLC More: the full row for JT Stratford LLC 7,242 $709K 0.1% -33,521 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 7,692 $709K 0.06% 0 13F-HR Timeline Quintet Private Bank (Europe) S.A. 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More: the full row for General Partner, Inc. 7,132 $699K 0.38% 0 13F-HR Timeline Unified Investment Management More: the full row for Unified Investment Management 7,129 $698K 0.7% -118 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 7,120 $698K 0.02% +1,726 13F-HR Timeline FORTRESS PRIVATE LEDGER, LLC More: the full row for FORTRESS PRIVATE LEDGER, LLC 7,039 $690K 0.25% +2,392 13F-HR Timeline Pacific Point Advisors, LLC More: the full row for Pacific Point Advisors, LLC 7,000 $686K 0.4% 0 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 6,879 $684K 0.12% +781 13F-HR Timeline Zuckerman Investment Group, LLC More: the full row for Zuckerman Investment Group, LLC 6,935 $679K 0.06% 0 13F-HR Timeline Morling Financial Advisors, LLC More: the full row for Morling Financial Advisors, LLC 6,886 $675K 0.22% -87 13F-HR Timeline Schneider Downs Wealth Management Advis… More: the full row for Schneider Downs Wealth Management Advisors, LP 6,840 $670K 0.08% +200 13F-HR Timeline FUKOKU MUTUAL LIFE INSURANCE Co More: the full row for FUKOKU MUTUAL LIFE INSURANCE Co 6,840 $670K 0.04% 0 13F-HR Timeline TCFG WEALTH MANAGEMENT, LLC in group TCFG Investment Advisors, LLC More: the full row for TCFG WEALTH MANAGEMENT, LLC 6,826 $669K 0.26% +496 13F-HR/A Timeline Group BBR PARTNERS, LLC More: the full row for BBR PARTNERS, LLC 6,811 $667K 0.04% +80 13F-HR Timeline TBH Global Asset Management, LLC More: the full row for TBH Global Asset Management, LLC 6,807 $667K 0.13% -1,248 13F-HR Timeline EHP Funds Inc. More: the full row for EHP Funds Inc. 6,806 $667K 0.88% new 13F-HR Timeline EDGEWOOD MANAGEMENT LLC More: the full row for EDGEWOOD MANAGEMENT LLC 6,804 $667K <0.01% 0 13F-HR Timeline Latash Investments, LLC More: the full row for Latash Investments, LLC 6,777 $664K 0.48% 0 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 6,758 $662K 0.09% +1,740 13F-HR Timeline Texas Capital Bank Wealth Management Se… More: the full row for Texas Capital Bank Wealth Management Services Inc 6,741 $660K 0.05% +4,482 13F-HR Timeline SVB WEALTH LLC More: the full row for SVB WEALTH LLC 6,740 $660K 0.04% -351 13F-HR Timeline PALO ALTO WEALTH ADVISORS, LLC More: the full row for PALO ALTO WEALTH ADVISORS, LLC 7,047 $660K 0.19% +53 13F-HR Timeline JAMES INVESTMENT RESEARCH, INC. 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