FERGUSON WELLMAN CAPITAL MANAGEMENT, INC More: the full row for FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 10,262 $2.35M 0.04% -23 13F-HR Timeline Weaver Capital Management LLC More: the full row for Weaver Capital Management LLC 10,250 $2.35M 0.58% -154 13F-HR Timeline HUNTER ASSOCIATES INVESTMENT MANAGEMENT… More: the full row for HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC 10,214 $2.34M 0.35% -320 13F-HR Timeline RMR Wealth Builders More: the full row for RMR Wealth Builders 10,152 $2.32M 0.21% +543 13F-HR Timeline WT Wealth Management More: the full row for WT Wealth Management 10,135 $2.32M 0.69% +1,171 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 10,129 $2.32M 0.02% -17,066 13F-HR Timeline OUTFITTERS FINANCIAL LLC More: the full row for OUTFITTERS FINANCIAL LLC 10,109 $2.31M 1.97% -1,207 13F-HR Timeline Farringdon Capital, Ltd. More: the full row for Farringdon Capital, Ltd. 10,075 $2.31M 0.77% +7,877 13F-HR Timeline INCEPTIONR LLC More: the full row for INCEPTIONR LLC 10,016 $2.29M 0.53% +2,112 13F-HR Timeline LGT Group Foundation in group LGT Group Foundation More: the full row for LGT Group Foundation 10,016 $2.29M 0.03% -938 13F-HR Timeline Group KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 10,000 $2.29M 0.18% +2,326 13F-HR Timeline NORRIS PERNE & FRENCH LLP/MI More: the full row for NORRIS PERNE & FRENCH LLP/MI 9,931 $2.27M 0.16% +100 13F-HR Timeline Kampmann Melissa S. More: the full row for Kampmann Melissa S. 9,905 $2.27M 1.7% +2,010 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 9,859 $2.26M 0.09% -11,410 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 9,841 $2.25M 0.14% -573 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 9,818 $2.25M 0.14% +1,571 13F-HR Timeline GREAT VALLEY ADVISOR GROUP, INC. in group GREAT VALLEY ADVISOR GROUP, I… More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 9,787 $2.24M 0.05% +249 13F-HR Timeline Group MFG WEALTH MANAGEMENT, INC. More: the full row for MFG WEALTH MANAGEMENT, INC. 9,779 $2.24M 1.89% +44 13F-HR Timeline Redmond Asset Management, LLC More: the full row for Redmond Asset Management, LLC 9,698 $2.22M 0.53% -865 13F-HR Timeline SCHULHOFF & CO INC More: the full row for SCHULHOFF & CO INC 9,694 $2.22M 0.98% +4 13F-HR Timeline AZZAD ASSET MANAGEMENT INC /ADV More: the full row for AZZAD ASSET MANAGEMENT INC /ADV 9,647 $2.21M 0.24% +76 13F-HR Timeline ADIRONDACK TRUST CO More: the full row for ADIRONDACK TRUST CO 9,637 $2.21M 0.8% -987 13F-HR Timeline Meeder Advisory Services, Inc. group of 2 filers holding More: the full row for Meeder Advisory Services, Inc. 9,609 $2.2M +542 Timeline Canton Hathaway, LLC More: the full row for Canton Hathaway, LLC 9,593 $2.19M 0.45% 0 13F-HR Timeline Bell Bank More: the full row for Bell Bank 9,581 $2.19M 0.1% -1 13F-HR Timeline Constitution Capital LLC More: the full row for Constitution Capital LLC 9,485 $2.17M 1.11% +1,900 13F-HR Timeline JGP Wealth Management, LLC More: the full row for JGP Wealth Management, LLC 9,464 $2.17M 0.26% +365 13F-HR Timeline ZEVENBERGEN CAPITAL INVESTMENTS LLC More: the full row for ZEVENBERGEN CAPITAL INVESTMENTS LLC 9,430 $2.16M 0.04% +2,200 13F-HR Timeline Connor, Clark & Lunn Investment Managem… More: the full row for Connor, Clark & Lunn Investment Management Ltd. 9,374 $2.14M 0.01% -6,302 13F-HR Timeline Columbia Asset Management More: the full row for Columbia Asset Management 9,335 $2.14M 0.42% 0 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 9,301 $2.13M 0.1% -49 13F-HR Timeline Cohen Klingenstein LLC More: the full row for Cohen Klingenstein LLC 9,300 $2.13M 0.07% 0 13F-HR Timeline One Capital Management, LLC More: the full row for One Capital Management, LLC 9,296 $2.13M 0.07% -84 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 9,296 $2.13M 0.11% -293 13F-HR Timeline Summit Trail Advisors, LLC More: the full row for Summit Trail Advisors, LLC 9,242 $2.11M 0.04% +248 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 9,234 $2.11M 0.09% +24 13F-HR Timeline Mechanics Bank Trust Department More: the full row for Mechanics Bank Trust Department 9,192 $2.1M 0.3% -1,617 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 9,177 $2.1M 0.04% +327 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 9,153 $2.09M 0.05% -46 13F-HR Timeline PATRICK M SWEENEY & ASSOCIATES, INC More: the full row for PATRICK M SWEENEY & ASSOCIATES, INC 9,216 $2.09M 1.44% -12 13F-HR Timeline Garner Asset Management Corp More: the full row for Garner Asset Management Corp 9,146 $2.09M 0.97% -895 13F-HR Timeline MITCHELL SINKLER & STARR/PA More: the full row for MITCHELL SINKLER & STARR/PA 9,130 $2.09M 1% +130 13F-HR Timeline SteelPeak Wealth, LLC More: the full row for SteelPeak Wealth, LLC 9,122 $2.09M 0.08% +126 13F-HR Timeline FOX RUN MANAGEMENT, L.L.C. More: the full row for FOX RUN MANAGEMENT, L.L.C. 9,076 $2.08M 0.35% +3,247 13F-HR Timeline NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 9,062 $2.07M 0.23% +397 13F-HR Timeline Hudson Canyon Capital Management More: the full row for Hudson Canyon Capital Management 9,029 $2.07M 1.29% -198 13F-HR Timeline CW Advisors, LLC More: the full row for CW Advisors, LLC 8,975 $2.05M 0.02% +3,608 13F-HR Timeline Sound View Wealth Advisors Group, LLC More: the full row for Sound View Wealth Advisors Group, LLC 8,959 $2.05M 0.15% +18 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 8,931 $2.04M 0.16% 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 8,928 $2.04M 0.06% +77 13F-HR Timeline Fayez Sarofim & Co in group Fayez Sarofim & Co More: the full row for Fayez Sarofim & Co 8,899 $2.04M <0.01% -139 13F-HR Timeline Group Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 8,807 $2.02M 0.07% -870 13F-HR Timeline Godshalk Welsh Capital Management, Inc. More: the full row for Godshalk Welsh Capital Management, Inc. 8,790 $2.01M 1.24% -40 13F-HR Timeline Oak Asset Management, LLC More: the full row for Oak Asset Management, LLC 8,787 $2.01M 0.72% 0 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 8,747 $2M 0.03% +1,809 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 8,746 $2M 0.04% +1,056 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 8,737 $2M 0.22% -235 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 8,697 $1.99M 0.15% +11 13F-HR Timeline Gotham Asset Management, LLC More: the full row for Gotham Asset Management, LLC 8,654 $1.98M 0.01% +3,373 13F-HR Timeline Sky Investment Group LLC More: the full row for Sky Investment Group LLC 8,598 $1.97M 0.34% 0 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 8,596 $1.97M 0.47% +257 13F-HR Timeline TRILLIUM ASSET MANAGEMENT, LLC More: the full row for TRILLIUM ASSET MANAGEMENT, LLC 8,549 $1.96M 0.05% -1,192 13F-HR Timeline Paragon Private Wealth Management, LLC More: the full row for Paragon Private Wealth Management, LLC 8,544 $1.96M 0.78% -178 13F-HR Timeline KIRTLAND HILLS CAPITAL MANAGEMENT, LLC More: the full row for KIRTLAND HILLS CAPITAL MANAGEMENT, LLC 8,537 $1.95M 0.9% +881 13F-HR Timeline Aspen Investment Management Inc More: the full row for Aspen Investment Management Inc 8,532 $1.95M 0.82% -12 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 8,518 $1.95M 0.19% +323 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 8,476 $1.94M 0.15% -272 13F-HR Timeline Graypoint LLC More: the full row for Graypoint LLC 8,471 $1.94M 0.11% +3 13F-HR Timeline GSA CAPITAL PARTNERS LLP More: the full row for GSA CAPITAL PARTNERS LLP 8,458 $1.94M 0.14% new 13F-HR Timeline SG Americas Securities, LLC More: the full row for SG Americas Securities, LLC 8,410 $1.92M 0.01% -178,905 13F-HR Timeline MBM WEALTH CONSULTANTS, LLC More: the full row for MBM WEALTH CONSULTANTS, LLC 8,397 $1.92M 0.51% -253 13F-HR Timeline Waldron Private Wealth LLC More: the full row for Waldron Private Wealth LLC 8,391 $1.92M 0.08% -79 13F-HR Timeline HMS Capital Management, LLC More: the full row for HMS Capital Management, LLC 8,387 $1.92M 0.87% -591 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 8,385 $1.92M 0.11% +449 13F-HR Timeline Forvis Mazars Wealth Advisors, LLC More: the full row for Forvis Mazars Wealth Advisors, LLC 8,367 $1.91M 0.04% +171 13F-HR Timeline Generali Asset Management SPA SGR More: the full row for Generali Asset Management SPA SGR 8,307 $1.9M 0.04% -16,076 13F-HR Timeline AlphaQuest LLC More: the full row for AlphaQuest LLC 8,304 $1.9M 0.19% -2,032 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 8,293 $1.9M 0.23% 0 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 8,285 $1.9M 0.08% -539 13F-HR Timeline O'Brien Greene & Co. Inc More: the full row for O'Brien Greene & Co. Inc 8,224 $1.88M 0.62% 0 13F-HR Timeline Oxbow Advisors, LLC More: the full row for Oxbow Advisors, LLC 8,183 $1.87M 0.2% 0 13F-HR Timeline Powers Advisory Group, LLC More: the full row for Powers Advisory Group, LLC 8,138 $1.86M 0.82% +1 13F-HR Timeline Welch & Forbes LLC More: the full row for Welch & Forbes LLC 8,134 $1.86M 0.02% +1,666 13F-HR Timeline MUFG SECURITIES AMERICAS INC. More: the full row for MUFG SECURITIES AMERICAS INC. 8,115 $1.86M 0.16% +1,650 13F-HR Timeline Essex Financial Services, Inc. group of 2 filers holding More: the full row for Essex Financial Services, Inc. 8,106 $1.85M +593 Timeline Legacy Financial Group LLC More: the full row for Legacy Financial Group LLC 8,066 $1.85M 0.26% +394 13F-HR Timeline CIM INVESTMENT MANAGEMENT INC More: the full row for CIM INVESTMENT MANAGEMENT INC 8,041 $1.84M 0.35% -32 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 8,032 $1.84M 0.07% -56 13F-HR Timeline Stenger Family Office, LLC More: the full row for Stenger Family Office, LLC 7,900 $1.84M 0.47% 13F-HR Timeline OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 8,001 $1.83M 0.03% -600 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 7,997 $1.83M 0.05% +579 13F-HR Timeline GARRISON POINT ADVISORS, LLC More: the full row for GARRISON POINT ADVISORS, LLC 7,980 $1.83M 0.84% -200 13F-HR Timeline OmniStar Financial Group, Inc. More: the full row for OmniStar Financial Group, Inc. 7,979 $1.83M 1.37% -3,113 13F-HR Timeline Fiduciary Alliance LLC More: the full row for Fiduciary Alliance LLC 7,976 $1.83M 0.14% +91 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 7,934 $1.82M 0.07% -384 13F-HR Timeline Matrix Trust Co More: the full row for Matrix Trust Co 7,916 $1.81M 0.29% -139 13F-HR Timeline LEDERER & ASSOCIATES INVESTMENT COUNSEL… More: the full row for LEDERER & ASSOCIATES INVESTMENT COUNSEL/CA 7,908 $1.81M 1.2% -240 13F-HR Timeline West Family Investments, Inc. More: the full row for West Family Investments, Inc. 7,897 $1.81M 0.47% +859 13F-HR Timeline Essex LLC More: the full row for Essex LLC 7,890 $1.81M 0.36% -25 13F-HR Timeline Gryphon Financial Partners LLC More: the full row for Gryphon Financial Partners LLC 7,857 $1.8M 0.23% +318 13F-HR Timeline CAPITAL & PLANNING, LLC More: the full row for CAPITAL & PLANNING, LLC 7,856 $1.8M 1.22% +645 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 7,759 $1.78M 0.04% -392 13F-HR Timeline Geo Capital Gestora de Recursos Ltd More: the full row for Geo Capital Gestora de Recursos Ltd 7,720 $1.77M 2.67% -5,785 13F-HR Timeline Castle Rock Wealth Management, LLC More: the full row for Castle Rock Wealth Management, LLC 7,787 $1.76M 0.41% -523 13F-HR Timeline Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 7,684 $1.76M <0.01% +382 13F-HR Timeline Florida Trust Wealth Management Co More: the full row for Florida Trust Wealth Management Co 7,677 $1.76M 0.05% +2,072 13F-HR Timeline BLODGETT WEALTH ADVISORS, LLC More: the full row for BLODGETT WEALTH ADVISORS, LLC 7,671 $1.76M 1.38% -140 13F-HR Timeline DNCA FINANCE More: the full row for DNCA FINANCE 7,600 $1.74M 0.13% -19,300 13F-HR Timeline MCRAE CAPITAL MANAGEMENT INC More: the full row for MCRAE CAPITAL MANAGEMENT INC 7,595 $1.74M 0.36% -5 13F-HR Timeline RDA Financial Network More: the full row for RDA Financial Network 7,564 $1.73M 0.47% +168 13F-HR Timeline KAVAR CAPITAL PARTNERS GROUP, LLC More: the full row for KAVAR CAPITAL PARTNERS GROUP, LLC 7,544 $1.73M 0.25% +1,705 13F-HR Timeline WESTBOURNE INVESTMENTS, INC. More: the full row for WESTBOURNE INVESTMENTS, INC. 7,519 $1.72M 0.92% -338 13F-HR Timeline 111 Capital More: the full row for 111 Capital 7,507 $1.72M 0.3% new 13F-HR Timeline Advanced Portfolio Management, LLC More: the full row for Advanced Portfolio Management, LLC 7,500 $1.72M 4.8% new 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 7,476 $1.71M 0.1% +74 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 7,472 $1.71M 0.43% -332 13F-HR Timeline Ironwood Investment Counsel, LLC More: the full row for Ironwood Investment Counsel, LLC 7,386 $1.69M 0.26% -153 13F-HR Timeline LUTS & GREENLEIGH GROUP, INC. More: the full row for LUTS & GREENLEIGH GROUP, INC. 7,362 $1.68M 1.62% +1 13F-HR Timeline FIRST MANHATTAN CO. LLC. More: the full row for FIRST MANHATTAN CO. LLC. 7,343 $1.68M <0.01% +360 13F-HR Timeline Aviance Capital Partners, LLC More: the full row for Aviance Capital Partners, LLC 7,339 $1.68M 0.22% 0 13F-HR Timeline FRG Family Wealth Advisors LLC More: the full row for FRG Family Wealth Advisors LLC 7,336 $1.68M 0.29% +4 13F-HR Timeline ANB BANK More: the full row for ANB BANK 7,329 $1.68M 0.75% -142 13F-HR Timeline Tempus Wealth Planning, LLC More: the full row for Tempus Wealth Planning, LLC 7,275 $1.66M 0.41% +411 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 7,219 $1.65M 0.07% 13F-HR Timeline FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 7,216 $1.65M 0.13% +160 13F-HR Timeline Comprehensive Financial Consultants Ins… More: the full row for Comprehensive Financial Consultants Institutional, Inc. 7,186 $1.64M 0.54% -305 13F-HR Timeline AXQ CAPITAL, LP More: the full row for AXQ CAPITAL, LP 7,178 $1.64M 0.53% +3,847 13F-HR Timeline United Capital Management of KS, Inc. More: the full row for United Capital Management of KS, Inc. 7,130 $1.63M 0.26% -271 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 7,088 $1.62M 0.03% +787 13F-HR Timeline Boston Trust Walden Corp in group Boston Trust Walden Corp More: the full row for Boston Trust Walden Corp 7,072 $1.62M 0.01% +23 13F-HR Timeline Group NWAM LLC More: the full row for NWAM LLC 7,047 $1.61M 0.09% +349 13F-HR/A Timeline Evercore Wealth Management, LLC More: the full row for Evercore Wealth Management, LLC 7,040 $1.61M 0.03% 0 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 6,984 $1.6M 0.1% -854 13F-HR Timeline Group ALGEBRIS (UK) LTD in group ALGEBRIS (UK) LTD More: the full row for ALGEBRIS (UK) LTD 6,977 $1.59M 0.25% -3,176 13F-HR Timeline Group INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 6,966 $1.59M 0.09% -6,747 13F-HR Timeline Prairie Sky Financial Group LLC More: the full row for Prairie Sky Financial Group LLC 6,962 $1.59M 0.88% 0 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 6,936 $1.59M 0.03% +221 13F-HR Timeline Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 6,933 $1.59M 0.15% +205 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 6,873 $1.57M 0.16% +2,994 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 6,865 $1.57M 0.01% +29 13F-HR Timeline UNIQUE WEALTH, LLC More: the full row for UNIQUE WEALTH, LLC 6,862 $1.57M 0.25% +46 13F-HR Timeline SCS Capital Management LLC More: the full row for SCS Capital Management LLC 6,837 $1.56M 0.02% -310 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 6,834 $1.56M 0.04% +126 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 6,828 $1.56M 0.1% +927 13F-HR Timeline Family Legacy Financial Solutions, LLC More: the full row for Family Legacy Financial Solutions, LLC 6,791 $1.55M 1.32% 13F-HR Timeline Welch Group, LLC More: the full row for Welch Group, LLC 6,790 $1.55M 0.06% +2 13F-HR Timeline WBH ADVISORY INC More: the full row for WBH ADVISORY INC 6,741 $1.54M 0.13% -694 13F-HR Timeline Sava Infond d.o.o. More: the full row for Sava Infond d.o.o. 6,740 $1.54M 0.24% 0 13F-HR Timeline ROMAN BUTLER FULLERTON & CO More: the full row for ROMAN BUTLER FULLERTON & CO 6,697 $1.54M 0.45% +4,006 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 6,666 $1.53M 0.04% -182 13F-HR Timeline Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 6,662 $1.52M 0.03% -6,668 13F-HR Timeline Cannell & Spears LLC More: the full row for Cannell & Spears LLC 6,660 $1.52M 0.03% +2 13F-HR Timeline Mengis Capital Management, Inc. More: the full row for Mengis Capital Management, Inc. 6,598 $1.51M 0.32% 0 13F-HR Timeline TANDEM CAPITAL MANAGEMENT CORP /ADV More: the full row for TANDEM CAPITAL MANAGEMENT CORP /ADV 6,583 $1.51M 0.76% -31 13F-HR Timeline Northwest Bancshares, Inc. More: the full row for Northwest Bancshares, Inc. 6,571 $1.5M 0.26% -273 13F-HR Timeline First Pacific Financial More: the full row for First Pacific Financial 6,563 $1.5M 0.22% +57 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 6,558 $1.5M 0.02% -650 13F-HR Timeline Group Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 6,567 $1.5M 0.13% -434 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 6,548 $1.5M 0.03% -147 13F-HR Timeline Harfst & Associates, Inc. More: the full row for Harfst & Associates, Inc. 6,547 $1.5M 0.31% +3,641 13F-HR Timeline Segment Wealth Management, LLC More: the full row for Segment Wealth Management, LLC 6,546 $1.5M 0.1% +646 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 6,538 $1.5M 0.07% +974 13F-HR Timeline Group OFI INVEST ASSET MANAGEMENT More: the full row for OFI INVEST ASSET MANAGEMENT 7,635 $1.49M 0.04% -1,224 13F-HR Timeline Dynasty Wealth Management, LLC More: the full row for Dynasty Wealth Management, LLC 6,471 $1.48M 0.03% -44 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 6,466 $1.48M 0.02% +736 13F-HR Timeline VeraBank, N.A. More: the full row for VeraBank, N.A. 6,455 $1.48M 0.3% +823 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 6,442 $1.47M 0.1% +264 13F-HR Timeline PKO Investment Management Joint-Stock Co More: the full row for PKO Investment Management Joint-Stock Co 6,412 $1.47M 0.16% 0 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 6,402 $1.46M 0.08% -257 13F-HR Timeline VISION FINANCIAL MARKETS LLC More: the full row for VISION FINANCIAL MARKETS LLC 6,394 $1.46M 1.38% 0 13F-HR Timeline STERLING INVESTMENT MANAGEMENT, LLC More: the full row for STERLING INVESTMENT MANAGEMENT, LLC 6,353 $1.45M 0.96% -25 13F-HR Timeline RFG - Bristol Wealth Advisors, LLC More: the full row for RFG - Bristol Wealth Advisors, LLC 6,353 $1.45M 0.45% +1,306 13F-HR Timeline RICHARDS, MERRILL & PETERSON, INC. More: the full row for RICHARDS, MERRILL & PETERSON, INC. 6,349 $1.45M 0.69% +179 13F-HR Timeline ODDO BHF ASSET MANAGEMENT SAS More: the full row for ODDO BHF ASSET MANAGEMENT SAS 6,340 $1.45M 0.06% -23,323 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Stiles Financial Services Inc More: the full row for Stiles Financial Services Inc 6,302 $1.44M 0.5% -433 13F-HR Timeline Fjell Capital, LLC More: the full row for Fjell Capital, LLC 6,290 $1.44M 1.33% +126 13F-HR Timeline MCDANIEL TERRY & CO More: the full row for MCDANIEL TERRY & CO 6,275 $1.44M 0.12% 0 13F-HR Timeline THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 6,271 $1.44M 0.1% -3,377 13F-HR Timeline Jaffetilchin Investment Partners, LLC More: the full row for Jaffetilchin Investment Partners, LLC 6,268 $1.43M 0.09% -101 13F-HR Timeline FCA CORP /TX More: the full row for FCA CORP /TX 6,259 $1.43M 0.43% +225 13F-HR Timeline WD RUTHERFORD LLC More: the full row for WD RUTHERFORD LLC 6,248 $1.43M 0.66% +147 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 6,244 $1.43M 0.02% +622 13F-HR Timeline Counterweight Ventures, LLC More: the full row for Counterweight Ventures, LLC 6,237 $1.43M 0.93% +75 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 6,295 $1.42M 0.06% +78 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 6,209 $1.42M 0.03% -913 13F-HR Timeline Baker Ellis Asset Management LLC More: the full row for Baker Ellis Asset Management LLC 6,186 $1.42M 0.19% -100 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 6,185 $1.42M 0.1% -471 13F-HR Timeline EQUITABLE TRUST CO More: the full row for EQUITABLE TRUST CO 6,118 $1.4M 0.07% 0 13F-HR Timeline Birch Hill Investment Advisors LLC More: the full row for Birch Hill Investment Advisors LLC 6,101 $1.4M 0.06% 0 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 6,095 $1.39M 0.07% -370 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 6,077 $1.39M 0.03% 0 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 6,068 $1.39M 0.04% +149 13F-HR/A Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 6,057 $1.39M 0.12% -2,593 13F-HR Timeline WEDGEWOOD INVESTORS INC /PA/ More: the full row for WEDGEWOOD INVESTORS INC /PA/ 6,045 $1.38M 1.59% -5 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 6,037 $1.38M 0.05% -37 13F-HR Timeline Commonwealth Retirement Investments LLC More: the full row for Commonwealth Retirement Investments LLC 6,037 $1.38M 0.53% -251 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 6,032 $1.38M 0.02% +1,825 13F-HR Timeline Trium Capital LLP More: the full row for Trium Capital LLP 6,030 $1.38M 0.34% -1,992 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 6,011 $1.38M 0.16% -170 13F-HR Timeline New England Research & Management, Inc. More: the full row for New England Research & Management, Inc. 5,985 $1.37M 0.65% -878 13F-HR Timeline