Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 2,617 $321K 0.01% +151 13F-HR Timeline Occidental Asset Management, LLC More: the full row for Occidental Asset Management, LLC 2,604 $319K 0.05% new 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 2,593 $318K 0.01% +61 13F-HR Timeline Vinva Investment Management Ltd More: the full row for Vinva Investment Management Ltd 2,649 $317K 0.01% -12,792 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 2,584 $317K 0.04% +5 13F-HR Timeline ALETHEA CAPITAL MANAGEMENT, LLC More: the full row for ALETHEA CAPITAL MANAGEMENT, LLC 2,566 $315K 0.27% new 13F-HR Timeline Monument Capital Management More: the full row for Monument Capital Management 2,564 $314K 0.09% -231 13F-HR Timeline Cynosure Group, LLC More: the full row for Cynosure Group, LLC 2,562 $314K 0.05% -179 13F-HR Timeline WESTPAC BANKING CORP in group WESTPAC BANKING CORP More: the full row for WESTPAC BANKING CORP 2,562 $314K 0.02% -4,704 13F-HR Timeline Group ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 2,556 $313K 0.03% +116 13F-HR Timeline Group Connecticut Wealth Management, LLC More: the full row for Connecticut Wealth Management, LLC 2,547 $312K 0.02% +18 13F-HR Timeline King Wealth Management Group More: the full row for King Wealth Management Group 2,542 $312K 0.05% 0 13F-HR Timeline PRECEDENT WEALTH PARTNERS, LLC More: the full row for PRECEDENT WEALTH PARTNERS, LLC 2,530 $310K 0.1% +56 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 2,532 $310K 0.02% -316 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 2,512 $308K 0.01% +928 13F-HR Timeline WealthBridge Capital Management, LLC More: the full row for WealthBridge Capital Management, LLC 2,498 $306K 0.09% -509 13F-HR Timeline RD Lewis Holdings, Inc. More: the full row for RD Lewis Holdings, Inc. 2,291 $305K 0.34% 13F-HR Timeline Meadow Creek Wealth Advisors LLC More: the full row for Meadow Creek Wealth Advisors LLC 2,468 $303K 0.22% +142 13F-HR Timeline BFSG, LLC More: the full row for BFSG, LLC 2,464 $302K 0.04% +192 13F-HR Timeline ROVIN CAPITAL /UT/ /ADV More: the full row for ROVIN CAPITAL /UT/ /ADV 2,444 $300K 0.11% +152 13F-HR Timeline Formidable Asset Management, LLC More: the full row for Formidable Asset Management, LLC 2,445 $300K 0.05% -62 13F-HR Timeline Maven Securities LTD in group Maven Securities LTD More: the full row for Maven Securities LTD 2,440 $299K 0.05% -1,972 13F-HR Timeline Group OLIVER LAGORE VANVALIN INVESTMENT GROUP More: the full row for OLIVER LAGORE VANVALIN INVESTMENT GROUP 2,424 $297K 0.08% 0 13F-HR Timeline iA Global Asset Management Inc. More: the full row for iA Global Asset Management Inc. 2,387 $293K 0.01% -11,910 13F-HR Timeline Wealth Alliance Advisory Group, LLC More: the full row for Wealth Alliance Advisory Group, LLC 2,386 $292K 0.06% -138 13F-HR Timeline Transform Wealth, LLC More: the full row for Transform Wealth, LLC 2,379 $292K 0.02% new 13F-HR Timeline TCI Wealth Advisors, Inc. More: the full row for TCI Wealth Advisors, Inc. 2,372 $291K 0.02% -4 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 2,371 $291K <0.01% +635 13F-HR Timeline Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 2,360 $290K 0.01% +581 13F-HR Timeline Commonwealth Financial Services, LLC More: the full row for Commonwealth Financial Services, LLC 2,342 $287K 0.06% -75 13F-HR Timeline Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 2,335 $286K 0.04% +802 13F-HR Timeline TCTC Holdings, LLC in group TCTC Holdings, LLC More: the full row for TCTC Holdings, LLC 2,334 $286K 0.01% 0 13F-HR Timeline Group BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 2,328 $285K 0.01% +61 13F-HR/A Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 2,316 $284K 0.02% -11 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 2,312 $283K 0.01% +100 13F-HR Timeline CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 2,304 $282K 0.05% +40 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 2,302 $282K 0.02% -89 13F-HR Timeline Accel Wealth Management More: the full row for Accel Wealth Management 2,301 $282K 0.11% -475 13F-HR Timeline Private Portfolio Partners LLC More: the full row for Private Portfolio Partners LLC 2,274 $279K 0.05% 0 13F-HR Timeline Patten Group, Inc. More: the full row for Patten Group, Inc. 2,263 $277K 0.06% new 13F-HR Timeline Michels Family Financial, LLC More: the full row for Michels Family Financial, LLC 2,260 $277K 0.25% 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 2,257 $277K 0.02% +55 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 2,257 $277K <0.01% -400 13F-HR Timeline International Private Wealth Advisors L… More: the full row for International Private Wealth Advisors LLC 2,251 $276K 0.27% +343 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 2,238 $274K 0.01% new 13F-HR Timeline Parisi Gray Wealth Management More: the full row for Parisi Gray Wealth Management 2,235 $274K 0.09% +18 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 2,232 $274K <0.01% -2,469 13F-HR Timeline Group SFMG, LLC More: the full row for SFMG, LLC 2,231 $273K 0.02% -361 13F-HR Timeline ABN AMRO INVESTMENT SOLUTIONS in group ABN AMRO INVESTMENT SOLUTIONS More: the full row for ABN AMRO INVESTMENT SOLUTIONS 2,223 $273K 0.01% 0 13F-HR Timeline Group Scissortail Wealth Management, LLC More: the full row for Scissortail Wealth Management, LLC 2,216 $272K 0.07% +2,209 13F-HR Timeline Armor Investment Advisors, LLC More: the full row for Armor Investment Advisors, LLC 2,214 $271K 0.11% 0 13F-HR Timeline LONGFELLOW INVESTMENT MANAGEMENT CO LLC More: the full row for LONGFELLOW INVESTMENT MANAGEMENT CO LLC 2,214 $271K 0.07% new 13F-HR Timeline Generali Investments, Management Co LLC More: the full row for Generali Investments, Management Co LLC 2,202 $270K 0.07% 13F-HR Timeline B&D White Capital Company, LLC More: the full row for B&D White Capital Company, LLC 2,200 $270K 0.05% -138,130 13F-HR Timeline LGT Group Foundation in group LGT Group Foundation More: the full row for LGT Group Foundation 2,200 $270K <0.01% 0 13F-HR Timeline Group AUA CAPITAL MANAGEMENT, LLC More: the full row for AUA CAPITAL MANAGEMENT, LLC 2,194 $269K 0.17% 0 13F-HR Timeline Tradewinds, LLC. More: the full row for Tradewinds, LLC. 1,966 $269K 0.07% -445 13F-HR Timeline CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 1,983 $268K 0.02% +103 13F-HR Timeline Baker Ellis Asset Management LLC More: the full row for Baker Ellis Asset Management LLC 2,180 $267K 0.04% 0 13F-HR Timeline IMS Capital Management More: the full row for IMS Capital Management 2,170 $266K 0.12% new 13F-HR Timeline Numerai GP LLC More: the full row for Numerai GP LLC 2,166 $266K 0.07% new 13F-HR Timeline ABLE Financial Group, LLC More: the full row for ABLE Financial Group, LLC 2,165 $265K 0.08% 0 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 2,147 $263K 0.15% +492 13F-HR Timeline Portside Wealth Group, LLC More: the full row for Portside Wealth Group, LLC 2,146 $263K 0.04% new 13F-HR/A Timeline Acropolis Investment Management, LLC More: the full row for Acropolis Investment Management, LLC 2,141 $262K 0.02% -70 13F-HR Timeline Oxbow Advisors, LLC More: the full row for Oxbow Advisors, LLC 2,130 $261K 0.03% 0 13F-HR Timeline Aviance Capital Partners, LLC More: the full row for Aviance Capital Partners, LLC 2,125 $261K 0.04% +50 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 2,118 $260K 0.01% +117 13F-HR Timeline Group Horizon Advisory Services, Inc. More: the full row for Horizon Advisory Services, Inc. 2,116 $259K 0.15% +149 13F-HR Timeline VESTOR CAPITAL, LLC More: the full row for VESTOR CAPITAL, LLC 2,107 $258K 0.02% +7 13F-HR Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 2,102 $258K <0.01% +179 13F-HR Timeline Mattern Wealth Management LLC More: the full row for Mattern Wealth Management LLC 2,083 $255K 0.06% 0 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 2,082 $255K 0.01% -137 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 2,076 $254K 0.01% +4 13F-HR Timeline Nilsine Partners, LLC More: the full row for Nilsine Partners, LLC 2,065 $253K 0.03% +145 13F-HR Timeline AMG National Trust Bank More: the full row for AMG National Trust Bank 2,050 $251K 0.01% +500 13F-HR Timeline Redwood Investment Management, LLC in group Redwood Investment Management… More: the full row for Redwood Investment Management, LLC 2,043 $250K 0.02% -33,754 13F-HR/A Timeline Group FUKOKU MUTUAL LIFE INSURANCE Co More: the full row for FUKOKU MUTUAL LIFE INSURANCE Co 2,029 $249K 0.02% 0 13F-HR Timeline ESL Trust Services, LLC More: the full row for ESL Trust Services, LLC 2,025 $248K 0.06% +2,000 13F-HR Timeline bLong Financial, LLC More: the full row for bLong Financial, LLC 2,015 $247K 0.2% 13F-HR Timeline Mosley Wealth Management More: the full row for Mosley Wealth Management 1,764 $246K 0.15% new 13F-HR Timeline Ascentis Independent Advisors in group Ascentis Wealth Management, L… More: the full row for Ascentis Independent Advisors 2,002 $245K 0.05% -2,884 13F-HR Timeline Group Van Cleef Asset Management,Inc More: the full row for Van Cleef Asset Management,Inc 2,000 $245K 0.03% 0 13F-HR Timeline CRAWFORD INVESTMENT COUNSEL INC More: the full row for CRAWFORD INVESTMENT COUNSEL INC 1,999 $245K <0.01% +10 13F-HR Timeline TCFG WEALTH MANAGEMENT, LLC in group TCFG Investment Advisors, LLC More: the full row for TCFG WEALTH MANAGEMENT, LLC 1,999 $245K 0.12% +2 13F-HR Timeline Group Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 1,993 $244K <0.01% -274 13F-HR Timeline JARISLOWSKY, FRASER Ltd More: the full row for JARISLOWSKY, FRASER Ltd 1,992 $244K <0.01% 0 13F-HR Timeline GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 1,979 $243K 0.02% +173 13F-HR Timeline Marex Group Ltd in group Marex Group Ltd More: the full row for Marex Group Ltd 1,973 $242K <0.01% -51 13F-HR Timeline Group Ledyard National Bank More: the full row for Ledyard National Bank 1,961 $240K 0.02% +17 13F-HR Timeline FLORIDA FINANCIAL ADVISORS, LLC More: the full row for FLORIDA FINANCIAL ADVISORS, LLC 1,954 $240K 0.11% +20 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 1,950 $239K 0.01% +315 13F-HR Timeline Group Proficio Capital Partners LLC More: the full row for Proficio Capital Partners LLC 1,923 $236K 0.02% new 13F-HR/A Timeline Concorde Asset Management, LLC More: the full row for Concorde Asset Management, LLC 1,922 $236K 0.12% +177 13F-HR Timeline Vanguard Capital Wealth Advisors More: the full row for Vanguard Capital Wealth Advisors 1,915 $235K 0.26% -5 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Zhang Financial LLC More: the full row for Zhang Financial LLC 1,895 $232K 0.01% +69 13F-HR Timeline WESPAC Advisors, LLC More: the full row for WESPAC Advisors, LLC 1,893 $232K 0.17% +5 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 1,893 $232K 0.01% -5 13F-HR Timeline LongView Wealth Management More: the full row for LongView Wealth Management 1,892 $232K 0.07% -76 13F-HR Timeline CRITERION CAPITAL ADVISORS, LLC More: the full row for CRITERION CAPITAL ADVISORS, LLC 1,478 $232K 0.15% 0 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 1,881 $231K 0.02% 0 13F-HR Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 1,875 $230K 0.01% -292 13F-HR Timeline GRIES FINANCIAL LLC More: the full row for GRIES FINANCIAL LLC 1,864 $229K 0.04% -78 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 1,855 $227K 0.01% -434 13F-HR Timeline NDVR, Inc. More: the full row for NDVR, Inc. 1,852 $227K 0.22% +106 13F-HR Timeline Avestar Capital, LLC More: the full row for Avestar Capital, LLC 1,850 $227K 0.02% +135 13F-HR Timeline WASHBURN CAPITAL MANAGEMENT, INC. More: the full row for WASHBURN CAPITAL MANAGEMENT, INC. 1,850 $227K 0.14% -575 13F-HR Timeline Claret Asset Management Corp More: the full row for Claret Asset Management Corp 1,840 $226K 0.04% 0 13F-HR Timeline SHELTON CAPITAL MANAGEMENT More: the full row for SHELTON CAPITAL MANAGEMENT 1,843 $226K 0.01% 0 13F-HR Timeline HOWARD BAILEY SECURITIES, LLC More: the full row for HOWARD BAILEY SECURITIES, LLC 1,843 $226K 0.08% +289 13F-HR Timeline Catalina Capital Group, LLC More: the full row for Catalina Capital Group, LLC 1,839 $225K 0.07% -97 13F-HR Timeline Bedel Financial Consulting, Inc. More: the full row for Bedel Financial Consulting, Inc. 1,601 $225K 0.03% 0 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 1,831 $225K 0.01% +491 13F-HR Timeline Probity Advisors, Inc. More: the full row for Probity Advisors, Inc. 1,829 $224K 0.04% -17 13F-HR Timeline Haverford Trust Co More: the full row for Haverford Trust Co 1,819 $223K <0.01% -376 13F-HR Timeline Magnus Financial Group LLC More: the full row for Magnus Financial Group LLC 1,818 $223K 0.02% +155 13F-HR Timeline BALANCED WEALTH GROUP LLC More: the full row for BALANCED WEALTH GROUP LLC 1,671 $222K 0.1% +15 13F-HR Timeline Main Street Research LLC More: the full row for Main Street Research LLC 1,811 $222K 0.01% new 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 1,810 $222K 0.01% +7 13F-HR Timeline Enterprise Bank & Trust Co More: the full row for Enterprise Bank & Trust Co 1,810 $222K 0.07% 0 13F-HR Timeline Fairbanks Capital Management, Inc. More: the full row for Fairbanks Capital Management, Inc. 1,807 $222K 0.14% 0 13F-HR Timeline Goepper Burkhardt LLC More: the full row for Goepper Burkhardt LLC 1,800 $221K 0.09% 0 13F-HR Timeline Oak Asset Management, LLC More: the full row for Oak Asset Management, LLC 1,799 $221K 0.08% 0 13F-HR Timeline PATTEN & PATTEN INC/TN More: the full row for PATTEN & PATTEN INC/TN 1,796 $220K 0.01% +22 13F-HR Timeline Broadway Wealth Solutions, Inc. More: the full row for Broadway Wealth Solutions, Inc. 1,791 $220K 0.17% 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 1,788 $219K 0.01% 13F-HR Timeline INGALLS & SNYDER LLC More: the full row for INGALLS & SNYDER LLC 1,783 $219K 0.01% +36 13F-HR Timeline TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 1,778 $218K 0.03% +122 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 1,774 $217K 0.02% -218 13F-HR Timeline CULLEN INVESTMENT GROUP, LTD. More: the full row for CULLEN INVESTMENT GROUP, LTD. 1,772 $217K 0.03% +256 13F-HR Timeline Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 1,770 $217K 0.01% -482 13F-HR Timeline XML Financial, LLC More: the full row for XML Financial, LLC 1,760 $216K 0.02% 0 13F-HR Timeline JACKSON SQUARE CAPITAL, LLC More: the full row for JACKSON SQUARE CAPITAL, LLC 1,752 $215K 0.05% 0 13F-HR Timeline PIN OAK INVESTMENT ADVISORS INC More: the full row for PIN OAK INVESTMENT ADVISORS INC 1,583 $214K 0.19% 0 13F-HR Timeline PHILADELPHIA TRUST CO More: the full row for PHILADELPHIA TRUST CO 1,734 $213K 0.02% -200 13F-HR Timeline Paragon Capital Management Ltd More: the full row for Paragon Capital Management Ltd 1,736 $213K 0.04% -24 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 1,733 $212K 0.01% -336 13F-HR Timeline Schechter Investment Advisors, LLC More: the full row for Schechter Investment Advisors, LLC 1,710 $210K 0.02% -283 13F-HR Timeline Towne Trust Company, N.A More: the full row for Towne Trust Company, N.A 1,700 $208K 0.07% -143 13F-HR Timeline Parcion Private Wealth LLC More: the full row for Parcion Private Wealth LLC 1,699 $208K 0.02% new 13F-HR Timeline LCM Capital Management Inc More: the full row for LCM Capital Management Inc 1,698 $208K 0.12% 0 13F-HR Timeline CHILDRESS CAPITAL ADVISORS, LLC More: the full row for CHILDRESS CAPITAL ADVISORS, LLC 1,687 $207K 0.06% -807 13F-HR Timeline CARY STREET PARTNERS ASSET MANAGEMENT L… group of 2 filers holding More: the full row for CARY STREET PARTNERS ASSET MANAGEMENT LLC 1,684 $206K +18 Timeline Legacy Advisors, LLC More: the full row for Legacy Advisors, LLC 1,679 $206K 0.02% +50 13F-HR Timeline United Community Bank in group United Community Bank More: the full row for United Community Bank 1,673 $205K 0.08% -25 13F-HR Timeline Group Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 1,667 $204K 0.01% -192 13F-HR Timeline Hamilton Capital, LLC More: the full row for Hamilton Capital, LLC 1,662 $204K 0.02% +3 13F-HR Timeline SEARLE & CO. More: the full row for SEARLE & CO. 1,658 $203K 0.06% new 13F-HR Timeline JEPPSON WEALTH MANAGEMENT, LLC More: the full row for JEPPSON WEALTH MANAGEMENT, LLC 1,656 $203K 0.07% 0 13F-HR Timeline SCHNIEDERS CAPITAL MANAGEMENT LLC More: the full row for SCHNIEDERS CAPITAL MANAGEMENT LLC 1,648 $202K 0.04% 0 13F-HR Timeline Semanteon Capital Management, LP More: the full row for Semanteon Capital Management, LP 1,641 $201K 0.11% -6,494 13F-HR Timeline Trueblood Wealth Management, LLC More: the full row for Trueblood Wealth Management, LLC 1,641 $201K 0.1% 0 13F-HR Timeline Kozak & Associates, Inc. More: the full row for Kozak & Associates, Inc. 1,618 $201K 0.05% +15 13F-HR Timeline Smith Salley Wealth Management More: the full row for Smith Salley Wealth Management 1,639 $201K 0.01% -33 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 1,638 $201K 0.01% -58 13F-HR/A Timeline UNIVEST FINANCIAL Corp in group UNIVEST FINANCIAL Corp More: the full row for UNIVEST FINANCIAL Corp 1,637 $201K 0.01% -6 13F-HR Timeline Group Asset Allocation & Management Company, … More: the full row for Asset Allocation & Management Company, LLC 1,634 $200K 0.11% 0 13F-HR Timeline Peterson Wealth Services More: the full row for Peterson Wealth Services 1,579 $194K 0.06% +21 13F-HR Timeline Peoples Bank/KS More: the full row for Peoples Bank/KS 1,560 $191K 0.13% 0 13F-HR Timeline Generali Investments Towarzystwo Fundus… in group Generali Powszechne Towarzyst… More: the full row for Generali Investments Towarzystwo Funduszy Inwestycyjnych 1,550 $190K 0.11% +100 13F-HR Timeline Group MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 1,546 $190K 0.02% +19 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 1,539 $189K 0.01% -82 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 1,521 $186K 0.04% +233 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 1,520 $186K 0.01% -349 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 1,514 $186K 0.09% +94 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 1,501 $184K 0.05% -52 13F-HR Timeline MONETARY MANAGEMENT GROUP INC More: the full row for MONETARY MANAGEMENT GROUP INC 1,500 $184K 0.05% 0 13F-HR Timeline Sava Infond d.o.o. More: the full row for Sava Infond d.o.o. 1,500 $184K 0.03% 13F-HR Timeline Lindbrook Capital, LLC More: the full row for Lindbrook Capital, LLC 1,489 $183K 0.02% -265 13F-HR Timeline Security National Bank More: the full row for Security National Bank 1,481 $182K 0.03% -542 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 1,460 $179K 0.05% 0 13F-HR Timeline City State Bank More: the full row for City State Bank 1,455 $178K 0.06% -60 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 1,449 $178K 0.02% +147 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 1,393 $177K <0.01% -10,354 13F-HR Timeline Group BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 1,443 $177K <0.01% -185 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 1,400 $172K 0.02% 0 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 1,388 $171K 0.02% +5 13F-HR Timeline Group 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 1,389 $170K 0.13% +32 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 1,334 $164K 0.04% +34 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 1,323 $162K -438 Timeline Strengthening Families & Communities, L… More: the full row for Strengthening Families & Communities, LLC 1,310 $161K 0.09% +2 13F-HR Timeline Eisler Capital Management Ltd. More: the full row for Eisler Capital Management Ltd. 1,276 $157K 0.01% 13F-HR Timeline Hurley Capital, LLC More: the full row for Hurley Capital, LLC 1,259 $157K 0.13% 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 1,270 $156K <0.01% +49 13F-HR Timeline Group SENTRY INVESTMENT MANAGEMENT LLC More: the full row for SENTRY INVESTMENT MANAGEMENT LLC 1,256 $154K 0.07% -205 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 1,246 $153K <0.01% -1,284 13F-HR Timeline FIRST COMMUNITY TRUST NA More: the full row for FIRST COMMUNITY TRUST NA 1,200 $147K 0.11% 0 13F-HR Timeline Union Bancaire Privee, UBP SA More: the full row for Union Bancaire Privee, UBP SA 1,214 $145K <0.01% 13F-HR/A Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 1,181 $145K 0.01% -3 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 1,136 $139K 0.02% -207 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 1,133 $139K 0.01% 0 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 1,129 $138K <0.01% +4 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 1,107 $136K 0.08% 0 13F-HR Timeline Winch Advisory Services, LLC More: the full row for Winch Advisory Services, LLC 1,094 $134K 0.03% +9 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 1,027 $126K 0.01% +100 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 1,023 $125K 0.12% 13F-HR Timeline PFS Partners, LLC More: the full row for PFS Partners, LLC 1,016 $125K 0.07% +5 13F-HR Timeline Garde Capital, Inc. More: the full row for Garde Capital, Inc. 1,015 $124K 0.01% +200 13F-HR Timeline Moisand Fitzgerald Tamayo, LLC More: the full row for Moisand Fitzgerald Tamayo, LLC 1,000 $123K 0.02% 0 13F-HR Timeline Delos Wealth Advisors, LLC More: the full row for Delos Wealth Advisors, LLC 1,000 $123K 0.1% 0 13F-HR Timeline