Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 8,309 $500K 0.01% -1,780 13F-HR Timeline Cerro Pacific Wealth Advisors LLC More: the full row for Cerro Pacific Wealth Advisors LLC 8,277 $498K 0.11% +1,132 13F-HR Timeline DecisionMap Wealth Management, LLC More: the full row for DecisionMap Wealth Management, LLC 8,273 $497K 0.28% +123 13F-HR Timeline Ignite Planners, LLC More: the full row for Ignite Planners, LLC 8,228 $495K 0.07% +321 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 8,215 $494K 0.04% +482 13F-HR Timeline Group PARSONS CAPITAL MANAGEMENT INC/RI More: the full row for PARSONS CAPITAL MANAGEMENT INC/RI 8,163 $491K 0.02% -21,581 13F-HR Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 8,163 $491K 0.02% -238 13F-HR Timeline Malaga Cove Capital, LLC More: the full row for Malaga Cove Capital, LLC 8,139 $489K 0.16% -519 13F-HR Timeline SPINNAKER TRUST More: the full row for SPINNAKER TRUST 8,106 $487K 0.02% +207 13F-HR Timeline RS CRUM INC. More: the full row for RS CRUM INC. 8,100 $487K 0.09% +349 13F-HR Timeline J.Safra Asset Management Corp More: the full row for J.Safra Asset Management Corp 8,071 $485K 0.02% +421 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 8,060 $485K 0.01% +1,229 13F-HR Timeline Boston Trust Walden Corp in group Boston Trust Walden Corp More: the full row for Boston Trust Walden Corp 8,054 $484K <0.01% +105 13F-HR Timeline Group SAGE RHINO CAPITAL LLC More: the full row for SAGE RHINO CAPITAL LLC 7,993 $481K 0.08% -38 13F-HR Timeline PAX Financial Group, LLC More: the full row for PAX Financial Group, LLC 7,935 $477K 0.07% -1,433 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 7,917 $476K 0.04% new 13F-HR Timeline Glenview Trust Co More: the full row for Glenview Trust Co 7,915 $476K 0.01% -135 13F-HR/A Timeline KINTRA WEALTH, LLC More: the full row for KINTRA WEALTH, LLC 7,568 $474K 0.02% new 13F-HR Timeline Revisor Wealth Management LLC More: the full row for Revisor Wealth Management LLC 7,888 $474K 0.11% -128 13F-HR Timeline Sivia Capital Partners, LLC More: the full row for Sivia Capital Partners, LLC 7,888 $474K 0.06% -9,964 13F-HR Timeline Banco de Sabadell, S.A More: the full row for Banco de Sabadell, S.A 7,834 $474K 0.28% -33 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 7,850 $472K 0.05% -177 13F-HR Timeline Dickmeyer Boyce Financial Management, I… More: the full row for Dickmeyer Boyce Financial Management, Inc. 7,816 $470K 0.24% -1,044 13F-HR Timeline Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 7,803 $469K 0.01% -85 13F-HR Timeline Chicago Capital, LLC More: the full row for Chicago Capital, LLC 7,736 $465K 0.01% -133 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 7,726 $464K 0.02% -15 13F-HR Timeline SILVERCREST ASSET MANAGEMENT GROUP LLC More: the full row for SILVERCREST ASSET MANAGEMENT GROUP LLC 7,717 $464K <0.01% -23,219 13F-HR Timeline Clare Market Investments LLC More: the full row for Clare Market Investments LLC 7,698 $463K 0.08% -443 13F-HR Timeline BIP Wealth, LLC More: the full row for BIP Wealth, LLC 7,625 $458K 0.01% +56 13F-HR Timeline Powers Advisory Group, LLC More: the full row for Powers Advisory Group, LLC 7,574 $455K 0.14% -33 13F-HR Timeline EVOLVE PRIVATE WEALTH, LLC More: the full row for EVOLVE PRIVATE WEALTH, LLC 7,564 $455K 0.03% +3,088 13F-HR Timeline Peregrine Asset Advisers, Inc. More: the full row for Peregrine Asset Advisers, Inc. 7,550 $454K 0.1% 0 13F-HR Timeline Meadowbrook Advisors Group, LLC More: the full row for Meadowbrook Advisors Group, LLC 7,520 $452K 0.24% new 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 7,483 $450K 0.01% +456 13F-HR Timeline HSBC HOLDINGS PLC in group HSBC HOLDINGS PLC More: the full row for HSBC HOLDINGS PLC 7,479 $449K <0.01% -37 13F-HR Timeline Group West Family Investments, Inc. More: the full row for West Family Investments, Inc. 7,457 $448K 0.13% -938 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 7,449 $448K 0.01% +1,047 13F-HR Timeline Williams Jones Wealth Management, LLC. More: the full row for Williams Jones Wealth Management, LLC. 7,398 $445K 0.01% 0 13F-HR Timeline Intrua Financial, LLC More: the full row for Intrua Financial, LLC 7,384 $444K 0.04% +2,131 13F-HR Timeline Precision Wealth Strategies, LLC More: the full row for Precision Wealth Strategies, LLC 7,380 $444K 0.13% -800 13F-HR Timeline South Shore Capital Advisors More: the full row for South Shore Capital Advisors 7,319 $440K 0.29% -1,742 13F-HR Timeline ADVISORTRUST PARTNERS, LLC More: the full row for ADVISORTRUST PARTNERS, LLC 7,307 $439K 0.15% +404 13F-HR Timeline REXFORD CAPITAL INC More: the full row for REXFORD CAPITAL INC 7,227 $434K 0.27% new 13F-HR Timeline Value Investment Professionals, LLC More: the full row for Value Investment Professionals, LLC 7,196 $433K 0.36% 0 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 7,047 $431K 0.02% +1,043 13F-HR Timeline NOVEM GROUP More: the full row for NOVEM GROUP 7,140 $429K 0.04% -317 13F-HR Timeline BridgePort Financial Solutions, LLC More: the full row for BridgePort Financial Solutions, LLC 7,105 $427K 0.11% +347 13F-HR Timeline Texas Capital Bank Wealth Management Se… More: the full row for Texas Capital Bank Wealth Management Services Inc 7,087 $426K 0.02% -369 13F-HR Timeline DEARBORN PARTNERS LLC More: the full row for DEARBORN PARTNERS LLC 7,086 $426K 0.02% 0 13F-HR/A Timeline Fiera Capital Corp in group Fiera Capital Corp More: the full row for Fiera Capital Corp 7,075 $425K <0.01% +819 13F-HR Timeline Group Global View Capital Management LLC More: the full row for Global View Capital Management LLC 7,056 $424K 0.09% -425 13F-HR Timeline GILPIN WEALTH MANAGEMENT, LLC More: the full row for GILPIN WEALTH MANAGEMENT, LLC 7,046 $424K 0.29% -178 13F-HR Timeline BEESE FULMER INVESTMENT MANAGEMENT, INC. More: the full row for BEESE FULMER INVESTMENT MANAGEMENT, INC. 7,045 $424K 0.02% +156 13F-HR Timeline LANDAAS & CO /WI /ADV More: the full row for LANDAAS & CO /WI /ADV 7,032 $423K 0.08% new 13F-HR Timeline Henshaw Capital LLC More: the full row for Henshaw Capital LLC 7,031 $423K 0.01% 0 13F-HR Timeline Allen Investment Management, LLC in group ALLEN OPERATIONS LLC More: the full row for Allen Investment Management, LLC 7,025 $422K 0.01% 0 13F-HR Timeline Group UMB Bank, n.a. More: the full row for UMB Bank, n.a. 7,014 $422K 0.01% -2,508 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. FLC Capital Advisors More: the full row for FLC Capital Advisors 6,993 $420K 0.07% -3,555 13F-HR Timeline Manske Wealth Management More: the full row for Manske Wealth Management 6,958 $418K 0.1% -85 13F-HR Timeline Frec Markets, Inc. in group Frec Markets, Inc. More: the full row for Frec Markets, Inc. 6,923 $416K 0.04% +1,682 13F-HR Timeline Group Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 6,914 $416K 0.03% -97 13F-HR Timeline Carnegie Investment Counsel More: the full row for Carnegie Investment Counsel 6,907 $415K 0.01% -226 13F-HR Timeline WOODMONT INVESTMENT COUNSEL LLC More: the full row for WOODMONT INVESTMENT COUNSEL LLC 6,870 $413K 0.02% +29 13F-HR Timeline ABSHER WEALTH MANAGEMENT, LLC More: the full row for ABSHER WEALTH MANAGEMENT, LLC 6,862 $413K 0.05% +949 13F-HR Timeline OpenArc Corporate Advisory, LLC More: the full row for OpenArc Corporate Advisory, LLC 6,835 $411K <0.01% -1,045 13F-HR Timeline Twelve Points Wealth Management LLC More: the full row for Twelve Points Wealth Management LLC 6,821 $410K 0.08% -125 13F-HR Timeline CLIFFORD SWAN INVESTMENT COUNSEL LLC More: the full row for CLIFFORD SWAN INVESTMENT COUNSEL LLC 6,775 $407K 0.01% 0 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 6,773 $407K <0.01% +313 13F-HR Timeline Empirical Financial Services, LLC d.b.a… More: the full row for Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 6,764 $407K 0.01% +868 13F-HR Timeline RD Lewis Holdings, Inc. More: the full row for RD Lewis Holdings, Inc. 6,512 $406K 0.3% +1,030 13F-HR Timeline SEARLE & CO. More: the full row for SEARLE & CO. 6,666 $401K 0.09% 0 13F-HR Timeline Cornerstone Wealth Group, LLC More: the full row for Cornerstone Wealth Group, LLC 6,643 $399K 0.02% +744 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 6,191 $399K 0.01% +187 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 6,602 $397K 0.01% -1,402 13F-HR Timeline HUNTER ASSOCIATES INVESTMENT MANAGEMENT… More: the full row for HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC 6,606 $397K 0.05% 0 13F-HR Timeline Breakwater Capital Group More: the full row for Breakwater Capital Group 6,583 $396K 0.05% -1,791 13F-HR Timeline ROMAN BUTLER FULLERTON & CO More: the full row for ROMAN BUTLER FULLERTON & CO 6,741 $393K 0.09% 0 13F-HR Timeline KNIGHTSBRIDGE ASSET MANAGEMENT, LLC More: the full row for KNIGHTSBRIDGE ASSET MANAGEMENT, LLC 6,526 $392K 0.05% +562 13F-HR/A Timeline Dana Investment Advisors, Inc. More: the full row for Dana Investment Advisors, Inc. 6,518 $392K 0.01% -1,249 13F-HR Timeline Roundview Capital LLC More: the full row for Roundview Capital LLC 6,515 $392K 0.02% -2,007 13F-HR Timeline United Advisor Group, LLC More: the full row for United Advisor Group, LLC 6,471 $389K 0.04% +729 13F-HR Timeline JACKSON THORNTON WEALTH MANAGEMENT, LLC More: the full row for JACKSON THORNTON WEALTH MANAGEMENT, LLC 6,456 $388K 0.03% +1,723 13F-HR Timeline DIVERSIFIED MANAGEMENT INC More: the full row for DIVERSIFIED MANAGEMENT INC 6,436 $387K 0.08% -31,043 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 6,433 $387K 0.08% -129 13F-HR Timeline Indivisible Partners More: the full row for Indivisible Partners 6,384 $384K 0.02% +2,339 13F-HR Timeline Octavia Wealth Advisors, LLC More: the full row for Octavia Wealth Advisors, LLC 6,383 $384K 0.03% -899 13F-HR Timeline NEW WAVE WEALTH ADVISORS LLC More: the full row for NEW WAVE WEALTH ADVISORS LLC 6,351 $382K 0.1% +1,733 13F-HR/A Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 6,319 $380K <0.01% +691 13F-HR Timeline Group Lantz Financial LLC More: the full row for Lantz Financial LLC 6,318 $380K 0.07% +125 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 6,254 $376K 0.03% -287 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 6,254 $376K <0.01% -443 13F-HR Timeline Leonard Rickey Investment Advisors P.L.… More: the full row for Leonard Rickey Investment Advisors P.L.L.C. 6,239 $375K 0.06% -147 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 6,212 $373K 0.1% +1,067 13F-HR Timeline WealthTrust Axiom LLC More: the full row for WealthTrust Axiom LLC 6,186 $372K 0.08% +29 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 6,178 $371K 0.01% +647 13F-HR Timeline Farringdon Capital, Ltd. More: the full row for Farringdon Capital, Ltd. 6,161 $370K 0.18% new 13F-HR Timeline TOWNSQUARE CAPITAL LLC More: the full row for TOWNSQUARE CAPITAL LLC 6,107 $367K 0.07% +369 13F-HR Timeline Wescott Financial Advisory Group, LLC More: the full row for Wescott Financial Advisory Group, LLC 6,105 $367K 0.03% -176 13F-HR Timeline Calydon Capital More: the full row for Calydon Capital 6,099 $367K 0.05% -270 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 6,091 $366K <0.01% -12 13F-HR Timeline LAUREL OAK WEALTH MANAGEMENT, LLC More: the full row for LAUREL OAK WEALTH MANAGEMENT, LLC 6,062 $364K 0.05% +305 13F-HR Timeline Avail Investment Partners, LLC More: the full row for Avail Investment Partners, LLC 6,038 $363K 0.28% new 13F-HR Timeline SHELTON CAPITAL MANAGEMENT More: the full row for SHELTON CAPITAL MANAGEMENT 6,022 $362K 0.01% +229 13F-HR Timeline Cetera Trust Company, N.A More: the full row for Cetera Trust Company, N.A 6,020 $362K 0.18% +90 13F-HR Timeline TI-TRUST, INC More: the full row for TI-TRUST, INC 5,888 $354K 0.19% 0 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 5,826 $350K 0.01% -534 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 5,810 $349K <0.01% -4,364 13F-HR Timeline Group Port Capital LLC More: the full row for Port Capital LLC 5,777 $347K 0.01% 0 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 5,771 $347K 0.01% -5 13F-HR Timeline O'Brien Greene & Co. Inc More: the full row for O'Brien Greene & Co. Inc 5,758 $346K 0.1% 0 13F-HR Timeline Blake Schutter Theil Wealth Advisors, L… More: the full row for Blake Schutter Theil Wealth Advisors, LLC 5,754 $346K 0.23% 0 13F-HR Timeline DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 5,752 $346K 0.06% +1,288 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 5,723 $344K 0.05% -1,103 13F-HR Timeline Griffith & Werner, Inc. More: the full row for Griffith & Werner, Inc. 5,713 $343K 0.16% 0 13F-HR Timeline Traveka Wealth, LLC More: the full row for Traveka Wealth, LLC 5,645 $339K 0.11% +1,075 13F-HR Timeline FRANKLIN STREET ADVISORS INC /NC More: the full row for FRANKLIN STREET ADVISORS INC /NC 5,642 $339K 0.02% +731 13F-HR Timeline Sepio Capital, LP More: the full row for Sepio Capital, LP 5,640 $339K 0.02% -397 13F-HR Timeline Axiom Investment Management LLC More: the full row for Axiom Investment Management LLC 5,614 $338K 0.23% +393 13F-HR Timeline Crescent Grove Advisors, LLC More: the full row for Crescent Grove Advisors, LLC 5,596 $336K 0.03% +55 13F-HR Timeline Pine Haven Investment Counsel, Inc More: the full row for Pine Haven Investment Counsel, Inc 5,570 $335K 0.23% -88 13F-HR Timeline Douglas Lane & Associates, LLC More: the full row for Douglas Lane & Associates, LLC 5,535 $333K <0.01% 0 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 5,528 $332K 0.02% -941 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 5,525 $332K 0.06% -41 13F-HR Timeline Keebeck Wealth Management More: the full row for Keebeck Wealth Management 5,497 $330K 0.03% +1,346 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 5,437 $329K 0.01% -148 13F-HR Timeline New Republic Capital, LLC More: the full row for New Republic Capital, LLC 5,460 $328K 0.08% -1,094 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 5,454 $328K <0.01% -2,203 13F-HR Timeline FOCUSED ALPHA, LLC More: the full row for FOCUSED ALPHA, LLC 5,432 $327K 0.08% +616 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 5,424 $326K 0.01% +311 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 5,422 $326K 0.01% new 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 5,414 $325K <0.01% +44 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 5,412 $325K 0.01% -2,023 13F-HR Timeline Code Waechter LLC More: the full row for Code Waechter LLC 5,403 $325K 0.17% +426 13F-HR Timeline Bryn Mawr Trust Advisors, LLC More: the full row for Bryn Mawr Trust Advisors, LLC 5,398 $325K 0.01% -187 13F-HR Timeline Trek Financial, LLC More: the full row for Trek Financial, LLC 5,387 $324K 0.02% new 13F-HR Timeline Wellspring Financial Advisors, LLC More: the full row for Wellspring Financial Advisors, LLC 5,378 $324K 0.02% -899 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 5,340 $321K 0.01% +4,824 13F-HR Timeline Phocas Financial Corp. More: the full row for Phocas Financial Corp. 5,333 $321K 0.04% 0 13F-HR Timeline SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 5,308 $319K 0.01% +788 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 5,306 $319K 0.02% -53 13F-HR Timeline Bedel Financial Consulting, Inc. More: the full row for Bedel Financial Consulting, Inc. 5,298 $319K 0.03% -467 13F-HR Timeline Aspen Grove Capital, LLC More: the full row for Aspen Grove Capital, LLC 5,263 $317K 0.05% +1,176 13F-HR Timeline Dodge & Cox More: the full row for Dodge & Cox 5,243 $315K <0.01% 0 13F-HR Timeline FCA CORP /TX More: the full row for FCA CORP /TX 5,222 $314K 0.08% -1,000 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 5,196 $312K <0.01% -16 13F-HR Timeline Group Ironsides Asset Advisors, LLC More: the full row for Ironsides Asset Advisors, LLC 5,187 $312K 0.07% 0 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 5,167 $311K 0.01% -495 13F-HR Timeline Mattson Financial Services, LLC More: the full row for Mattson Financial Services, LLC 4,898 $307K 0.06% +658 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 5,108 $307K 0.02% +710 13F-HR Timeline GENTRY PRIVATE WEALTH, LLC More: the full row for GENTRY PRIVATE WEALTH, LLC 5,082 $306K 0.16% +28 13F-HR Timeline Cove Private Wealth, LLC More: the full row for Cove Private Wealth, LLC 5,065 $305K 0.06% new 13F-HR Timeline Optas, LLC More: the full row for Optas, LLC 4,992 $300K 0.04% -380 13F-HR Timeline TRAPHAGEN INVESTMENT ADVISORS LLC More: the full row for TRAPHAGEN INVESTMENT ADVISORS LLC 4,974 $299K 0.02% +212 13F-HR Timeline Sound View Wealth Advisors Group, LLC More: the full row for Sound View Wealth Advisors Group, LLC 4,973 $299K 0.02% -888 13F-HR Timeline Atlas Brown,Inc. More: the full row for Atlas Brown,Inc. 4,970 $299K 0.08% -19 13F-HR Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 4,965 $298K <0.01% +584 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 4,951 $298K 0.03% -40 13F-HR Timeline United Community Bank in group United Community Bank More: the full row for United Community Bank 4,942 $297K 0.09% +905 13F-HR Timeline Group SEEDS INVESTOR LLC More: the full row for SEEDS INVESTOR LLC 4,922 $296K 0.03% -198 13F-HR Timeline Arlington Trust Co LLC group of 2 filers holding More: the full row for Arlington Trust Co LLC 4,911 $295K +889 Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 4,904 $295K 0.01% -3,701 13F-HR Timeline Group Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 4,901 $295K 0.01% -166 13F-HR Timeline Probity Advisors, Inc. More: the full row for Probity Advisors, Inc. 4,863 $292K 0.04% -57 13F-HR Timeline Lincoln Capital LLC More: the full row for Lincoln Capital LLC 4,846 $291K 0.05% 0 13F-HR Timeline Arjuna Capital More: the full row for Arjuna Capital 4,845 $291K 0.07% -1 13F-HR Timeline Greenline Partners, LLC More: the full row for Greenline Partners, LLC 4,836 $291K 0.03% 0 13F-HR Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 4,335 $290K 0.02% +580 13F-HR Timeline Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 4,805 $289K 0.01% new 13F-HR Timeline CHIRON CAPITAL MANAGEMENT, LLC More: the full row for CHIRON CAPITAL MANAGEMENT, LLC 4,792 $288K 0.26% new 13F-HR Timeline Hummer Financial Advisory Services Inc More: the full row for Hummer Financial Advisory Services Inc 4,790 $288K 0.19% 0 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 4,781 $287K 0.01% new 13F-HR Timeline Alhambra Investment Management LLC More: the full row for Alhambra Investment Management LLC 4,756 $286K 0.12% +640 13F-HR Timeline BRADLEY FOSTER & SARGENT INC/CT More: the full row for BRADLEY FOSTER & SARGENT INC/CT 4,742 $285K <0.01% -14 13F-HR Timeline Drucker Wealth 3.0, LLC More: the full row for Drucker Wealth 3.0, LLC 4,723 $284K 0.04% -1,435 13F-HR Timeline FIRST NATIONAL BANK OF OMAHA in group FIRST NATIONAL BANK OF OMAHA More: the full row for FIRST NATIONAL BANK OF OMAHA 4,636 $284K 0.01% -2,774 13F-HR Timeline Group Integrity Financial Corp /WA More: the full row for Integrity Financial Corp /WA 4,713 $283K 0.14% 0 13F-HR Timeline Borer Denton & Associates, Inc. More: the full row for Borer Denton & Associates, Inc. 4,696 $282K 0.09% +115 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 4,686 $282K 0.01% -3,173 13F-HR Timeline ROBERTS GLORE & CO INC /IL/ More: the full row for ROBERTS GLORE & CO INC /IL/ 4,629 $278K 0.07% -286 13F-HR Timeline MITCHELL SINKLER & STARR/PA More: the full row for MITCHELL SINKLER & STARR/PA 4,624 $278K 0.12% -2 13F-HR Timeline TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC More: the full row for TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC 4,616 $278K 0.15% -610 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 4,615 $277K <0.01% -2,869 13F-HR Timeline Group DELTA FINANCIAL ADVISORS LLC More: the full row for DELTA FINANCIAL ADVISORS LLC 4,588 $276K 0.07% +8 13F-HR Timeline Thomasville National Bank More: the full row for Thomasville National Bank 4,582 $275K 0.02% 13F-HR Timeline SG Americas Securities, LLC More: the full row for SG Americas Securities, LLC 4,563 $274K <0.01% -14,991 13F-HR Timeline Cardinal Point Capital Management ULC More: the full row for Cardinal Point Capital Management ULC 4,552 $274K 0.02% new 13F-HR Timeline HARRIS ASSOCIATES L P More: the full row for HARRIS ASSOCIATES L P 4,516 $272K <0.01% +393 13F-HR Timeline Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 4,507 $271K 0.04% -1,494 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 4,497 $270K 0.02% -1,056 13F-HR Timeline Forvis Mazars Wealth Advisors, LLC More: the full row for Forvis Mazars Wealth Advisors, LLC 4,495 $270K <0.01% +549 13F-HR Timeline Alvarez & Marsal Private Wealth Partner… More: the full row for Alvarez & Marsal Private Wealth Partners, LLC 4,489 $270K 0.04% +135 13F-HR Timeline Payne Capital LLC More: the full row for Payne Capital LLC 4,483 $270K 0.22% 0 13F-HR Timeline Klingman & Associates, LLC More: the full row for Klingman & Associates, LLC 4,460 $268K 0.01% +169 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 4,454 $268K 0.01% +4,025 13F-HR Timeline Group Eagle Bay Advisors LLC More: the full row for Eagle Bay Advisors LLC 4,448 $267K 0.2% -113 13F-HR Timeline Whetstone Capital Advisors, LLC More: the full row for Whetstone Capital Advisors, LLC 4,444 $267K 0.07% +551 13F-HR Timeline Fulcrum Capital LLC More: the full row for Fulcrum Capital LLC 4,441 $267K 0.05% -603 13F-HR Timeline Fielder Capital Group LLC More: the full row for Fielder Capital Group LLC 4,435 $267K 0.06% -140 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 4,421 $266K 0.01% -5,574 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 4,415 $265K 0.01% -67 13F-HR Timeline