INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 4,443 $587K 0.02% -1,952 13F-HR Timeline 1ST SOURCE BANK More: the full row for 1ST SOURCE BANK 4,440 $586K 0.03% +104 13F-HR Timeline MTM Investment Management, LLC More: the full row for MTM Investment Management, LLC 4,375 $585K 0.23% -255 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 4,407 $582K 0.02% +84 13F-HR Timeline ROMANO BROTHERS AND COMPANY More: the full row for ROMANO BROTHERS AND COMPANY 4,399 $581K 0.08% -350 13F-HR Timeline GRIMES & Co WEALTH MANAGEMENT, LLC More: the full row for GRIMES & Co WEALTH MANAGEMENT, LLC 4,396 $581K 0.02% +46 13F-HR Timeline Hara Capital LLC More: the full row for Hara Capital LLC 4,395 $580K 0.39% 0 13F-HR Timeline FINANCIAL COUNSELORS INC More: the full row for FINANCIAL COUNSELORS INC 4,391 $580K 0.01% +494 13F-HR Timeline SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 4,371 $577K 0.05% -1,994 13F-HR Timeline WRIGHT INVESTORS SERVICE INC More: the full row for WRIGHT INVESTORS SERVICE INC 4,361 $576K 0.19% -167 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Prudent Man Advisors, LLC More: the full row for Prudent Man Advisors, LLC 4,361 $576K 0.21% +82 13F-HR Timeline TFG Advisers LLC More: the full row for TFG Advisers LLC 4,348 $574K 0.21% -404 13F-HR Timeline One Wealth Advisors, LLC More: the full row for One Wealth Advisors, LLC 4,326 $571K 0.09% -68 13F-HR Timeline Tyche Wealth Partners LLC More: the full row for Tyche Wealth Partners LLC 4,288 $566K 0.12% new 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 4,280 $565K 0.02% 0 13F-HR Timeline PAX Financial Group, LLC More: the full row for PAX Financial Group, LLC 4,274 $564K 0.1% +12 13F-HR Timeline Emerald Advisors, LLC More: the full row for Emerald Advisors, LLC 4,265 $563K 0.07% +514 13F-HR Timeline Diversify Advisory Services, LLC in group Diversify Advisory Services, … More: the full row for Diversify Advisory Services, LLC 4,874 $563K 0.04% -1,519 13F-HR Timeline Group Bayforest Capital Ltd More: the full row for Bayforest Capital Ltd 4,237 $560K 0.24% new 13F-HR/A Timeline Loudon Investment Management, LLC More: the full row for Loudon Investment Management, LLC 4,219 $557K 0.32% 0 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 4,193 $554K 0.02% new 13F-HR Timeline Vontobel Holding Ltd. in group Vontobel Holding Ltd. More: the full row for Vontobel Holding Ltd. 4,188 $553K <0.01% -7,341 13F-HR Timeline Group Gradient Investments LLC in group Gradient Investments LLC More: the full row for Gradient Investments LLC 4,186 $553K 0.01% -432 13F-HR Timeline Group Northstar Advisory Group, LLC More: the full row for Northstar Advisory Group, LLC 4,150 $548K 0.36% 0 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 4,134 $546K 0.02% +1,832 13F-HR Timeline Wealth Management Associates, Inc. More: the full row for Wealth Management Associates, Inc. 4,120 $544K 0.23% 0 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 4,104 $542K 0.05% +4,100 13F-HR Timeline PROFFITT & GOODSON INC More: the full row for PROFFITT & GOODSON INC 4,062 $536K 0.09% +71 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 4,028 $536K 0.05% -2,323 13F-HR/A Timeline Pinion Investment Advisors, LLC More: the full row for Pinion Investment Advisors, LLC 4,037 $533K 0.12% +899 13F-HR Timeline VAUGHAN & Co SECURITIES, INC. More: the full row for VAUGHAN & Co SECURITIES, INC. 4,021 $531K 0.33% +741 13F-HR Timeline Ruggaard & Associates LLC More: the full row for Ruggaard & Associates LLC 4,014 $530K 0.23% 0 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 4,013 $530K 0.07% +426 13F-HR Timeline Mullaney, Keating & Wright, Inc. More: the full row for Mullaney, Keating & Wright, Inc. 4,000 $528K 0.36% 0 13F-HR Timeline Bill Few Associates, Inc. More: the full row for Bill Few Associates, Inc. 3,991 $527K 0.19% 0 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 3,988 $527K 0.04% +2 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 4,296 $527K 0.04% 0 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 3,975 $525K 0.07% +176 13F-HR Timeline WESTWOOD HOLDINGS GROUP INC in group WESTWOOD HOLDINGS GROUP INC More: the full row for WESTWOOD HOLDINGS GROUP INC 3,960 $523K <0.01% -225,929 13F-HR Timeline Group HM PAYSON & CO More: the full row for HM PAYSON & CO 3,939 $520K 0.01% +193 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 3,935 $520K 0.03% 0 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 3,917 $517K 0.02% -77 13F-HR Timeline Canada Post Corp Registered Pension Plan More: the full row for Canada Post Corp Registered Pension Plan 3,915 $517K 0.23% 0 13F-HR Timeline Realta Investment Advisors More: the full row for Realta Investment Advisors 3,912 $517K 0.24% +7 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 3,900 $515K 0.03% -1 13F-HR Timeline Coppell Advisory Solutions LLC More: the full row for Coppell Advisory Solutions LLC 4,453 $514K 0.07% +36 13F-HR Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 4,420 $511K 0.03% -246 13F-HR Timeline Red Door Wealth Management, LLC More: the full row for Red Door Wealth Management, LLC 3,840 $507K 0.07% 0 13F-HR Timeline PBMares Wealth Management LLC More: the full row for PBMares Wealth Management LLC 3,832 $506K 0.1% 0 13F-HR Timeline Quarry LP More: the full row for Quarry LP 3,831 $506K 0.13% +3,446 13F-HR Timeline Fiduciary Alliance LLC More: the full row for Fiduciary Alliance LLC 3,818 $504K 0.05% +774 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 3,800 $502K 0.01% -27 13F-HR Timeline Group CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 3,798 $502K 0.01% +82 13F-HR Timeline Group Waterloo Capital, L.P. More: the full row for Waterloo Capital, L.P. 3,794 $501K 0.05% +134 13F-HR Timeline Jackson Hole Capital Partners, LLC More: the full row for Jackson Hole Capital Partners, LLC 3,790 $501K 0.1% 0 13F-HR Timeline BURKE & HERBERT BANK & TRUST CO More: the full row for BURKE & HERBERT BANK & TRUST CO 3,786 $500K 0.12% 0 13F-HR Timeline PETRA FINANCIAL ADVISORS INC More: the full row for PETRA FINANCIAL ADVISORS INC 3,780 $499K 0.41% +60 13F-HR Timeline Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 3,764 $497K 0.04% -23 13F-HR Timeline Maridea Wealth Management LLC More: the full row for Maridea Wealth Management LLC 3,738 $494K 0.16% +8 13F-HR Timeline Quadrature Capital Ltd in group Quadrature Capital Ltd More: the full row for Quadrature Capital Ltd 3,723 $492K 0.01% -7,173 13F-HR Timeline Group Canal Capital Management, LLC More: the full row for Canal Capital Management, LLC 3,717 $491K 0.08% 0 13F-HR Timeline Carnegie Investment Counsel More: the full row for Carnegie Investment Counsel 4,600 $491K 0.01% +700 13F-HR Timeline True North Advisors, LLC More: the full row for True North Advisors, LLC 3,708 $490K 0.09% +764 13F-HR Timeline BRAVE ASSET MANAGEMENT INC More: the full row for BRAVE ASSET MANAGEMENT INC 3,705 $489K 0.15% 0 13F-HR Timeline Turning Point Benefit Group, Inc. More: the full row for Turning Point Benefit Group, Inc. 4,570 $487K 0.46% +1,677 13F-HR Timeline STEVENS CAPITAL MANAGEMENT LP More: the full row for STEVENS CAPITAL MANAGEMENT LP 3,678 $486K 0.12% new 13F-HR Timeline EAGLE HARBOR ASSET MANAGEMENT INC /ADV More: the full row for EAGLE HARBOR ASSET MANAGEMENT INC /ADV 3,678 $486K 0.5% -345 13F-HR Timeline Claro Advisors Inc. More: the full row for Claro Advisors Inc. 3,677 $486K 0.06% +7 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 3,675 $485K 0.02% +261 13F-HR Timeline CX Institutional More: the full row for CX Institutional 3,669 $485K 0.02% -4,959 13F-HR Timeline Summit Trail Advisors, LLC More: the full row for Summit Trail Advisors, LLC 3,646 $482K 0.02% +808 13F-HR Timeline Montecito Bank & Trust More: the full row for Montecito Bank & Trust 3,617 $478K 0.08% 0 13F-HR Timeline Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 3,622 $477K 0.01% -959 13F-HR Timeline Group MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 3,603 $476K 0.01% -796 13F-HR Timeline EWG Elevate Inc. More: the full row for EWG Elevate Inc. 3,572 $472K 0.18% 0 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 3,536 $467K 0.05% +311 13F-HR Timeline Goelzer Investment Management, Inc. More: the full row for Goelzer Investment Management, Inc. 3,534 $467K 0.03% -446 13F-HR/A Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 3,983 $466K 0.02% -195 13F-HR Timeline LRT Capital Management, LLC More: the full row for LRT Capital Management, LLC 3,522 $465K 0.32% -1,615 13F-HR Timeline Beta Wealth Group, Inc. More: the full row for Beta Wealth Group, Inc. 3,510 $464K 0.17% +3 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 3,498 $462K 0.02% new 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 3,498 $462K 0.01% +83 13F-HR Timeline WealthTrust Axiom LLC More: the full row for WealthTrust Axiom LLC 3,474 $459K 0.14% +65 13F-HR Timeline L2 Asset Management, LLC More: the full row for L2 Asset Management, LLC 3,467 $458K 0.09% -1,830 13F-HR Timeline Fulcrum Equity Management More: the full row for Fulcrum Equity Management 3,462 $457K 0.5% -360 13F-HR Timeline Oppenheimer & Close, LLC More: the full row for Oppenheimer & Close, LLC 3,462 $457K 0.38% +20 13F-HR Timeline Keudell/Morrison Wealth Management More: the full row for Keudell/Morrison Wealth Management 3,454 $456K 0.11% -60 13F-HR Timeline MEANS INVESTMENT CO., INC. More: the full row for MEANS INVESTMENT CO., INC. 3,427 $453K 0.05% +6 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 3,416 $451K 0.03% +742 13F-HR Timeline Group Goldstone Financial Group, LLC More: the full row for Goldstone Financial Group, LLC 3,405 $450K 0.07% -34 13F-HR Timeline Plato Investment Management Ltd More: the full row for Plato Investment Management Ltd 3,367 $449K 0.04% +374 13F-HR Timeline Cladis Investment Advisory, LLC More: the full row for Cladis Investment Advisory, LLC 3,400 $449K 0.32% -50 13F-HR Timeline HERITAGE INVESTORS MANAGEMENT CORP More: the full row for HERITAGE INVESTORS MANAGEMENT CORP 3,397 $449K 0.02% -33 13F-HR Timeline Embree Financial Group More: the full row for Embree Financial Group 3,391 $448K 0.08% +28 13F-HR Timeline North Forty Two & Co. More: the full row for North Forty Two & Co. 3,375 $446K 0.49% 0 13F-HR Timeline APPLETON PARTNERS INC/MA More: the full row for APPLETON PARTNERS INC/MA 3,344 $442K 0.03% -135 13F-HR Timeline Forza Wealth Management, LLC More: the full row for Forza Wealth Management, LLC 3,346 $442K 0.2% 0 13F-HR Timeline FIRST NATIONAL CORP /MA/ /ADV More: the full row for FIRST NATIONAL CORP /MA/ /ADV 3,341 $441K 0.1% -450 13F-HR Timeline Lifeworks Advisors, LLC More: the full row for Lifeworks Advisors, LLC 3,322 $439K 0.07% +151 13F-HR Timeline Traynor Capital Management, Inc. More: the full row for Traynor Capital Management, Inc. 3,316 $438K 0.04% -301 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 3,313 $438K 0.03% -1,145 13F-HR Timeline GENTRY PRIVATE WEALTH, LLC More: the full row for GENTRY PRIVATE WEALTH, LLC 3,262 $431K 0.35% new 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 3,225 $426K <0.01% -290 13F-HR Timeline VICUS CAPITAL More: the full row for VICUS CAPITAL 3,197 $422K 0.04% -7 13F-HR Timeline Sather Financial Group Inc More: the full row for Sather Financial Group Inc 3,194 $422K 0.03% 0 13F-HR Timeline Auxano Advisors, LLC More: the full row for Auxano Advisors, LLC 3,187 $421K 0.11% -35 13F-HR Timeline Palumbo Wealth Management LLC More: the full row for Palumbo Wealth Management LLC 3,174 $419K 0.14% 0 13F-HR Timeline Total Wealth Planning & Management, Inc. More: the full row for Total Wealth Planning & Management, Inc. 3,174 $419K 0.43% +352 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 3,174 $419K 0.08% -97 13F-HR Timeline Group Sunpointe, LLC More: the full row for Sunpointe, LLC 3,155 $417K 0.22% -32 13F-HR Timeline Lake Hills Wealth Management, LLC More: the full row for Lake Hills Wealth Management, LLC 3,141 $415K 0.29% -153 13F-HR Timeline LEE DANNER & BASS INC More: the full row for LEE DANNER & BASS INC 3,118 $412K 0.03% 0 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 3,111 $411K 0.02% +599 13F-HR Timeline Element Wealth, LLC More: the full row for Element Wealth, LLC 3,098 $409K 0.22% +14 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 3,088 $408K 0.1% -1,131 13F-HR Timeline Phoenix Wealth Advisors More: the full row for Phoenix Wealth Advisors 3,085 $407K 0.18% -115 13F-HR Timeline LGT Group Foundation in group LGT Group Foundation More: the full row for LGT Group Foundation 3,050 $403K 0.01% +850 13F-HR Timeline Group Grantham, Mayo, Van Otterloo & Co. LLC More: the full row for Grantham, Mayo, Van Otterloo & Co. LLC 3,045 $402K <0.01% -17,768 13F-HR Timeline Sovereign Financial Group, Inc. More: the full row for Sovereign Financial Group, Inc. 3,040 $401K 0.09% -9 13F-HR Timeline Occidental Asset Management, LLC More: the full row for Occidental Asset Management, LLC 3,034 $401K 0.06% +430 13F-HR Timeline EXENCIAL WEALTH ADVISORS, LLC More: the full row for EXENCIAL WEALTH ADVISORS, LLC 3,033 $401K 0.01% +55 13F-HR Timeline Guinness Atkinson Asset Management Inc More: the full row for Guinness Atkinson Asset Management Inc 3,004 $397K 0.22% -145 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 3,002 $396K 0.01% +168 13F-HR Timeline Sharp Wealth Advisory, LLC More: the full row for Sharp Wealth Advisory, LLC 3,001 $396K 0.3% -999 13F-HR Timeline Azimuth Capital Investment Management L… More: the full row for Azimuth Capital Investment Management LLC 3,000 $396K 0.02% -30 13F-HR Timeline PICKERING ENERGY PARTNERS LP More: the full row for PICKERING ENERGY PARTNERS LP 3,000 $396K 5.82% new 13F-HR Timeline Yukon Wealth Management, Inc. More: the full row for Yukon Wealth Management, Inc. 3,000 $396K 0.16% 13F-HR Timeline MAGNOLIA CAPITAL MANAGEMENT LTD More: the full row for MAGNOLIA CAPITAL MANAGEMENT LTD 3,000 $396K 0.34% 0 13F-HR Timeline DARK FOREST CAPITAL MANAGEMENT LP More: the full row for DARK FOREST CAPITAL MANAGEMENT LP 2,950 $390K 0.02% -6,060 13F-HR Timeline First Financial Bankshares Inc More: the full row for First Financial Bankshares Inc 2,947 $389K 0.01% 0 13F-HR Timeline SILVIA MCCOLL WEALTH MANAGEMENT, LLC More: the full row for SILVIA MCCOLL WEALTH MANAGEMENT, LLC 2,930 $387K 0.29% 0 13F-HR Timeline Bryn Mawr Trust Advisors, LLC More: the full row for Bryn Mawr Trust Advisors, LLC 2,910 $384K 0.02% +10 13F-HR Timeline ARS Wealth Advisors Group, LLC More: the full row for ARS Wealth Advisors Group, LLC 2,900 $383K 0.05% -100 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 2,897 $383K 0.05% +2,199 13F-HR Timeline Diligent Investors, LLC More: the full row for Diligent Investors, LLC 2,888 $381K 0.09% +250 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 2,863 $378K 0.04% +107 13F-HR Timeline CITY NATIONAL BANK OF FLORIDA /MSD More: the full row for CITY NATIONAL BANK OF FLORIDA /MSD 2,861 $378K 0.34% +27 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 2,861 $378K 0.03% +27 13F-HR Timeline Tranquility Partners, LLC More: the full row for Tranquility Partners, LLC 2,854 $377K 0.15% 0 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 2,850 $376K 0.01% 0 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 2,838 $375K 0.01% -65 13F-HR Timeline Group Compass Wealth Management LLC More: the full row for Compass Wealth Management LLC 2,838 $375K 0.1% -500 13F-HR Timeline Perpetual Ltd in group Perpetual Ltd More: the full row for Perpetual Ltd 2,832 $374K <0.01% -21 13F-HR Timeline Group SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 2,798 $370K 0.01% -146 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 2,779 $367K 0.05% +195 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 2,771 $366K 0.01% +443 13F-HR Timeline BOOTHBAY FUND MANAGEMENT, LLC More: the full row for BOOTHBAY FUND MANAGEMENT, LLC 2,769 $366K 0.01% -6,511 13F-HR Timeline UHLMANN PRICE SECURITIES, LLC More: the full row for UHLMANN PRICE SECURITIES, LLC 2,745 $362K 0.27% +111 13F-HR Timeline Moisand Fitzgerald Tamayo, LLC More: the full row for Moisand Fitzgerald Tamayo, LLC 2,743 $362K 0.05% +1,743 13F-HR Timeline VERUS CAPITAL PARTNERS, LLC More: the full row for VERUS CAPITAL PARTNERS, LLC 2,741 $362K 0.04% +104 13F-HR/A Timeline Perbak Capital Partners LLP More: the full row for Perbak Capital Partners LLP 2,741 $362K 0.27% new 13F-HR Timeline CW Advisors, LLC More: the full row for CW Advisors, LLC 2,733 $361K <0.01% new 13F-HR Timeline Amova Asset Management Americas, Inc. in group Amova Asset Management Americ… More: the full row for Amova Asset Management Americas, Inc. 2,720 $359K <0.01% 0 13F-HR Timeline Group CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 2,711 $358K 0.02% +179 13F-HR Timeline TBH Global Asset Management, LLC More: the full row for TBH Global Asset Management, LLC 2,705 $357K 0.07% 0 13F-HR Timeline Peregrine Asset Advisers, Inc. More: the full row for Peregrine Asset Advisers, Inc. 2,700 $357K 0.13% 0 13F-HR Timeline STOCK YARDS BANK & TRUST CO More: the full row for STOCK YARDS BANK & TRUST CO 2,692 $356K 0.01% -238 13F-HR Timeline GERBER, LLC More: the full row for GERBER, LLC 2,692 $356K 0.3% new 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 2,687 $355K 0.05% +63 13F-HR Timeline Arrowpoint Investment Partners (Singapo… in group Arrowpoint Investment Partner… More: the full row for Arrowpoint Investment Partners (Singapore) Pte. Ltd. 2,670 $353K 0.16% new 13F-HR Timeline Group GABLES CAPITAL MANAGEMENT INC. More: the full row for GABLES CAPITAL MANAGEMENT INC. 2,665 $352K 0.17% 0 13F-HR Timeline American Alpha Advisors, LLC More: the full row for American Alpha Advisors, LLC 2,665 $352K 0.31% new 13F-HR Timeline Cynosure Group, LLC More: the full row for Cynosure Group, LLC 2,662 $352K 0.05% +100 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 2,660 $351K 0.05% -459 13F-HR Timeline Pacific Center for Financial Services More: the full row for Pacific Center for Financial Services 2,657 $351K 0.09% 0 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 2,641 $349K 0.01% -220 13F-HR Timeline Monument Capital Management More: the full row for Monument Capital Management 2,635 $348K 0.11% +71 13F-HR Timeline Founders Capital Management More: the full row for Founders Capital Management 2,630 $347K 0.22% 0 13F-HR Timeline Parcion Private Wealth LLC More: the full row for Parcion Private Wealth LLC 2,614 $345K 0.03% +915 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 2,610 $345K 0.01% new 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 2,602 $344K 0.01% -41 13F-HR Timeline Group Covenant Asset Management, LLC More: the full row for Covenant Asset Management, LLC 2,590 $342K 0.09% -9,831 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 2,583 $341K 0.02% +326 13F-HR Timeline ProVise Management Group, LLC More: the full row for ProVise Management Group, LLC 2,574 $340K 0.03% -2,867 13F-HR Timeline Intrepid Financial Planning Group LLC More: the full row for Intrepid Financial Planning Group LLC 2,574 $340K 0.16% -50 13F-HR Timeline Old North State Trust, LLC More: the full row for Old North State Trust, LLC 2,765 $339K 0.22% 0 13F-HR Timeline Petrus Trust Company, LTA More: the full row for Petrus Trust Company, LTA 2,566 $339K 0.03% -1,585 13F-HR Timeline First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 2,565 $339K 0.01% -1,175 13F-HR Timeline OVERSEA-CHINESE BANKING Corp Ltd in group OVERSEA-CHINESE BANKING Corp … More: the full row for OVERSEA-CHINESE BANKING Corp Ltd 2,524 $336K 0.01% -1,600 13F-HR/A Timeline Group SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 2,544 $336K 0.01% +756 13F-HR Timeline King Wealth Management Group More: the full row for King Wealth Management Group 2,542 $336K 0.05% 0 13F-HR Timeline AlphaStar Capital Management, LLC More: the full row for AlphaStar Capital Management, LLC 2,543 $336K 0.03% -338 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 2,538 $335K 0.01% -214 13F-HR Timeline Connecticut Wealth Management, LLC More: the full row for Connecticut Wealth Management, LLC 2,531 $334K 0.02% -16 13F-HR Timeline Wellington Shields Capital Management, … group of 2 filers holding More: the full row for Wellington Shields Capital Management, LLC 2,500 $330K -1,500 Timeline Security National Bank More: the full row for Security National Bank 2,481 $328K 0.06% +1,000 13F-HR Timeline CRAWFORD INVESTMENT COUNSEL INC More: the full row for CRAWFORD INVESTMENT COUNSEL INC 2,474 $327K 0.01% +475 13F-HR Timeline PRECEDENT WEALTH PARTNERS, LLC More: the full row for PRECEDENT WEALTH PARTNERS, LLC 2,474 $327K 0.09% -56 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 2,473 $327K 0.01% +161 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 2,463 $325K 0.03% -93 13F-HR Timeline Group Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 2,459 $325K 0.01% +99 13F-HR Timeline Meadow Creek Wealth Advisors LLC More: the full row for Meadow Creek Wealth Advisors LLC 2,443 $323K 0.24% -25 13F-HR Timeline WESTPAC BANKING CORP in group WESTPAC BANKING CORP More: the full row for WESTPAC BANKING CORP 2,439 $322K 0.02% -123 13F-HR Timeline Group ROVIN CAPITAL /UT/ /ADV More: the full row for ROVIN CAPITAL /UT/ /ADV 2,441 $322K 0.1% -3 13F-HR Timeline SFMG, LLC More: the full row for SFMG, LLC 2,431 $321K 0.03% +200 13F-HR Timeline Formidable Asset Management, LLC More: the full row for Formidable Asset Management, LLC 2,420 $320K 0.05% -25 13F-HR Timeline iA Global Asset Management Inc. More: the full row for iA Global Asset Management Inc. 2,413 $319K 0.01% +26 13F-HR Timeline Wealth Alliance Advisory Group, LLC More: the full row for Wealth Alliance Advisory Group, LLC 2,406 $318K 0.07% +20 13F-HR Timeline DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 2,391 $316K 0.07% -4,001 13F-HR Timeline Transform Wealth, LLC More: the full row for Transform Wealth, LLC 2,379 $314K 0.02% 0 13F-HR Timeline