MEKETA INVESTMENT GROUP INC /ADV More: the full row for MEKETA INVESTMENT GROUP INC /ADV 15,400 $920K 1.24% +5,508 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 15,391 $920K 0.13% +786 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 15,334 $916K 0.04% +510 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 15,286 $913K 0.04% -1,895 13F-HR Timeline Lighthouse Investment Partners, LLC in group Lighthouse Investment Partner… More: the full row for Lighthouse Investment Partners, LLC 15,282 $913K 0.04% new 13F-HR Timeline Group Gibbs Wealth Management More: the full row for Gibbs Wealth Management 15,266 $912K 0.22% +1,889 13F-HR Timeline COUNTRY CLUB BANK More: the full row for COUNTRY CLUB BANK 15,397 $911K 0.06% 0 13F-HR Timeline Lummis Asset Management, LP More: the full row for Lummis Asset Management, LP 15,165 $906K 0.63% +1,032 13F-HR Timeline Legacy Capital Wealth Partners, LLC More: the full row for Legacy Capital Wealth Partners, LLC 15,063 $900K 0.22% -1,551 13F-HR Timeline Smith Group Asset Management, LLC More: the full row for Smith Group Asset Management, LLC 15,000 $896K 0.07% 0 13F-HR Timeline CONNING INC. in group CONNING INC. More: the full row for CONNING INC. 14,938 $893K 0.03% -13,056 13F-HR Timeline Group FORA Capital, LLC More: the full row for FORA Capital, LLC 14,932 $892K 0.09% +7,896 13F-HR Timeline Prudent Man Advisors, LLC More: the full row for Prudent Man Advisors, LLC 14,889 $890K 0.32% +336 13F-HR Timeline Ascentis Wealth Management, LLC group of 2 filers holding More: the full row for Ascentis Wealth Management, LLC 14,559 $872K +2,051 Timeline EVERPAR ADVISORS LLC More: the full row for EVERPAR ADVISORS LLC 14,562 $870K 0.46% -411 13F-HR Timeline HEALTHCARE OF ONTARIO PENSION PLAN TRUS… More: the full row for HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 14,533 $868K <0.01% new 13F-HR Timeline 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 14,412 $861K 0.66% -88 13F-HR Timeline PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 14,400 $861K 0.01% +2,306 13F-HR Timeline LGT Group Foundation in group LGT Group Foundation More: the full row for LGT Group Foundation 14,362 $858K 0.01% -1,624 13F-HR Timeline Group Palisade Asset Management, LLC More: the full row for Palisade Asset Management, LLC 14,300 $855K 0.09% 0 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 14,259 $852K 0.03% +579 13F-HR Timeline Nicholas Hoffman & Company, LLC. More: the full row for Nicholas Hoffman & Company, LLC. 14,114 $843K 0.03% +2 13F-HR/A Timeline The filing omitted confidential holdings, a later amendment may add them. Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 13,941 $833K 0.05% +23 13F-HR Timeline Presima Securities ULC More: the full row for Presima Securities ULC 13,925 $832K 0.19% +125 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 13,917 $832K 0.02% +152 13F-HR Timeline Huntleigh Advisors, Inc. More: the full row for Huntleigh Advisors, Inc. 13,892 $830K 0.19% +2 13F-HR/A Timeline Scissortail Wealth Management, LLC More: the full row for Scissortail Wealth Management, LLC 13,836 $827K 0.21% -88 13F-HR Timeline EDMOND DE ROTHSCHILD HOLDING S.A. in group EDMOND DE ROTHSCHILD HOLDING … More: the full row for EDMOND DE ROTHSCHILD HOLDING S.A. 13,772 $823K 0.01% +10,869 13F-HR Timeline Group Graypoint LLC More: the full row for Graypoint LLC 13,702 $819K 0.05% -1,079 13F-HR Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 13,688 $818K 0.01% -1,277 13F-HR Timeline SCHULHOFF & CO INC More: the full row for SCHULHOFF & CO INC 11,400 $816K 0.36% -441 13F-HR Timeline Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 13,462 $804K 0.08% +1,029 13F-HR Timeline Register Financial Advisors LLC More: the full row for Register Financial Advisors LLC 13,457 $804K 0.42% -1,191 13F-HR Timeline Cordatus Wealth Management LLC More: the full row for Cordatus Wealth Management LLC 13,463 $804K 0.22% new 13F-HR Timeline Alteri Wealth LLC More: the full row for Alteri Wealth LLC 13,406 $801K 0.35% -3,344 13F-HR Timeline Ayrshire Capital Management LLC More: the full row for Ayrshire Capital Management LLC 13,290 $794K 0.38% new 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 13,241 $791K 0.06% +422 13F-HR Timeline BEESE FULMER INVESTMENT MANAGEMENT, INC. More: the full row for BEESE FULMER INVESTMENT MANAGEMENT, INC. 13,147 $786K 0.07% +247 13F-HR Timeline BRIDGES INVESTMENT MANAGEMENT INC More: the full row for BRIDGES INVESTMENT MANAGEMENT INC 13,129 $785K 0.01% 0 13F-HR Timeline Addis & Hill, Inc More: the full row for Addis & Hill, Inc 13,124 $784K 0.55% -418 13F-HR Timeline Merrion Investment Management Co, LLC More: the full row for Merrion Investment Management Co, LLC 13,050 $780K 0.56% -800 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 13,005 $777K 0.07% +12,992 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 12,986 $776K 0.08% +452 13F-HR Timeline One Capital Management, LLC More: the full row for One Capital Management, LLC 12,917 $772K 0.03% -1,130 13F-HR Timeline HF Advisory Group, LLC More: the full row for HF Advisory Group, LLC 12,905 $771K 0.34% -1,124 13F-HR Timeline Wellington Shields Capital Management, … group of 2 filers holding More: the full row for Wellington Shields Capital Management, LLC 12,774 $763K 0 Timeline Keel Point, LLC More: the full row for Keel Point, LLC 12,763 $763K 0.06% +1,628 13F-HR Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 12,567 $751K 0.06% -2,238 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 12,500 $747K 0.02% -397 13F-HR Timeline SYNOVUS FINANCIAL CORP More: the full row for SYNOVUS FINANCIAL CORP 12,489 $746K 0.01% -187 13F-HR Timeline Mraz, Amerine & Associates, Inc. More: the full row for Mraz, Amerine & Associates, Inc. 12,513 $741K 0.13% -543 13F-HR/A Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 12,388 $740K 0.04% -200 13F-HR Timeline Madison Park Capital Advisors, LLC More: the full row for Madison Park Capital Advisors, LLC 12,359 $739K 0.65% +59 13F-HR Timeline ASHTON THOMAS SECURITIES, LLC More: the full row for ASHTON THOMAS SECURITIES, LLC 12,353 $738K 0.21% +7,961 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 12,249 $732K 0.14% -306 13F-HR Timeline Group BLB&B Advisors, LLC More: the full row for BLB&B Advisors, LLC 12,244 $732K 0.04% +243 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 12,242 $731K 0.02% -338 13F-HR Timeline BINGHAM PRIVATE WEALTH, LLC More: the full row for BINGHAM PRIVATE WEALTH, LLC 12,212 $730K 0.75% +362 13F-HR Timeline FIRST CITIZENS BANK & TRUST CO More: the full row for FIRST CITIZENS BANK & TRUST CO 12,068 $721K 0.02% +1,526 13F-HR Timeline Birch Capital Management, LLC More: the full row for Birch Capital Management, LLC 12,020 $718K 0.37% +94 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 11,955 $714K 0.34% -1,128 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 11,918 $712K 0.03% +296 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 11,724 $701K 0.15% +3,985 13F-HR Timeline J. W. Coons Advisors, LLC More: the full row for J. W. Coons Advisors, LLC 11,708 $700K 0.18% +6,753 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 11,624 $695K 0.17% +737 13F-HR Timeline Livforsakringsbolaget Skandia, Omsesidi… More: the full row for Livforsakringsbolaget Skandia, Omsesidigt 11,615 $694K 0.04% 0 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 11,581 $692K 0.01% -779 13F-HR Timeline Pacifica Partners Inc. More: the full row for Pacifica Partners Inc. 11,713 $691K 0.32% +43 13F-HR Timeline Howard Capital Management, LLC More: the full row for Howard Capital Management, LLC 11,548 $690K 0.02% -1,104 13F-HR Timeline Herold Advisors, Inc. More: the full row for Herold Advisors, Inc. 11,548 $690K 0.15% new 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 11,522 $689K 0.04% -904 13F-HR Timeline Amova Asset Management Americas, Inc. in group Amova Asset Management Americ… More: the full row for Amova Asset Management Americas, Inc. 11,515 $688K 0.01% +45 13F-HR Timeline Group MITCHELL MCLEOD PUGH & WILLIAMS INC More: the full row for MITCHELL MCLEOD PUGH & WILLIAMS INC 11,474 $686K 0.14% +66 13F-HR Timeline Values First Advisors, Inc. More: the full row for Values First Advisors, Inc. 11,463 $684K 0.4% -1,046 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 11,434 $683K 0.04% +2,473 13F-HR Timeline Group CAMBIAR INVESTORS LLC More: the full row for CAMBIAR INVESTORS LLC 11,430 $683K 0.03% -10,361 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 11,412 $682K 0.03% -820 13F-HR Timeline FUKOKU MUTUAL LIFE INSURANCE Co More: the full row for FUKOKU MUTUAL LIFE INSURANCE Co 11,280 $674K 0.05% +1,860 13F-HR Timeline PHILLIPS FINANCIAL MANAGEMENT, LLC More: the full row for PHILLIPS FINANCIAL MANAGEMENT, LLC 11,218 $670K 0.05% +153 13F-HR Timeline Berger Financial Group, Inc More: the full row for Berger Financial Group, Inc 11,156 $667K 0.05% +670 13F-HR Timeline Glenview Trust Co More: the full row for Glenview Trust Co 11,084 $662K 0.01% -204 13F-HR/A Timeline CALTON & ASSOCIATES, INC. More: the full row for CALTON & ASSOCIATES, INC. 11,071 $662K 0.15% new 13F-HR/A Timeline MOODY LYNN LIEBERSON & WALKER, LLC More: the full row for MOODY LYNN LIEBERSON & WALKER, LLC 10,977 $656K 0.04% 0 13F-HR Timeline Advisor Resource Council More: the full row for Advisor Resource Council 14,624 $656K 0.05% new 13F-HR Timeline Whitaker-Myers Wealth Managers, LTD. More: the full row for Whitaker-Myers Wealth Managers, LTD. 10,919 $653K 0.18% -547 13F-HR Timeline PATTEN & PATTEN INC/TN More: the full row for PATTEN & PATTEN INC/TN 10,900 $651K 0.04% -150 13F-HR Timeline SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 10,858 $649K 0.04% +2,898 13F-HR Timeline Seelaus Asset Management LLC More: the full row for Seelaus Asset Management LLC 10,790 $645K 0.61% -1,450 13F-HR Timeline CHAPIN DAVIS, INC. More: the full row for CHAPIN DAVIS, INC. 10,785 $645K 0.22% -1,720 13F-HR Timeline Generali Investments, Management Co LLC More: the full row for Generali Investments, Management Co LLC 10,781 $644K 0.18% -7,918 13F-HR Timeline LAKE STREET PRIVATE WEALTH, LLC More: the full row for LAKE STREET PRIVATE WEALTH, LLC 10,652 $637K 0.1% -200 13F-HR Timeline CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 10,236 $612K 0.11% +136 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 10,220 $611K 0.01% +600 13F-HR Timeline Westover Capital Advisors, LLC More: the full row for Westover Capital Advisors, LLC 10,200 $610K 0.14% 0 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 10,194 $609K 0.02% -2,969 13F-HR Timeline Community Bank, N.A. More: the full row for Community Bank, N.A. 10,175 $608K 0.08% +175 13F-HR Timeline ADIRONDACK TRUST CO More: the full row for ADIRONDACK TRUST CO 10,163 $607K 0.24% -726 13F-HR Timeline BRADLEY FOSTER & SARGENT INC/CT More: the full row for BRADLEY FOSTER & SARGENT INC/CT 10,156 $607K 0.01% -175 13F-HR Timeline High Net Worth Advisory Group LLC More: the full row for High Net Worth Advisory Group LLC 10,143 $606K 0.17% +5 13F-HR Timeline SAPIENT CAPITAL LLC More: the full row for SAPIENT CAPITAL LLC 10,109 $604K 0.01% +5 13F-HR Timeline Chesley Taft & Associates LLC More: the full row for Chesley Taft & Associates LLC 10,037 $600K 0.03% +37 13F-HR Timeline EQUITABLE TRUST CO More: the full row for EQUITABLE TRUST CO 10,028 $599K 0.03% 0 13F-HR Timeline Stockman Wealth Management, Inc. More: the full row for Stockman Wealth Management, Inc. 10,017 $599K 0.09% 0 13F-HR Timeline Harbor Advisors LLC More: the full row for Harbor Advisors LLC 10,000 $598K 0.1% 0 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 9,983 $597K 0.01% +1,870 13F-HR Timeline PROMETHIUM ADVISORS,LLC More: the full row for PROMETHIUM ADVISORS,LLC 9,975 $596K 0.38% +1,000 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 9,965 $596K 0.03% -164 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 9,952 $595K 0.05% +317 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 9,915 $593K 0.07% +929 13F-HR Timeline Sonora Investment Management Group, LLC More: the full row for Sonora Investment Management Group, LLC 9,870 $590K 0.05% -125 13F-HR Timeline Opus Capital Group, LLC More: the full row for Opus Capital Group, LLC 9,833 $588K 0.08% -401 13F-HR Timeline TRITONPOINT WEALTH, LLC in group TritonPoint Partners, LLC More: the full row for TRITONPOINT WEALTH, LLC 9,820 $587K 0.06% +288 13F-HR Timeline Group NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 9,816 $587K 0.02% +387 13F-HR Timeline MJP ASSOCIATES INC /ADV More: the full row for MJP ASSOCIATES INC /ADV 9,810 $586K 0.11% +1,709 13F-HR Timeline Sage Capital Management, LLC More: the full row for Sage Capital Management, LLC 9,783 $585K 0.32% +83 13F-HR Timeline AUGUSTINE ASSET MANAGEMENT INC More: the full row for AUGUSTINE ASSET MANAGEMENT INC 9,770 $584K 0.17% -269 13F-HR Timeline CAHILL FINANCIAL ADVISORS INC More: the full row for CAHILL FINANCIAL ADVISORS INC 9,744 $582K 0.08% -239 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 9,720 $581K 0.02% -783 13F-HR Timeline First National Trust Co More: the full row for First National Trust Co 9,617 $575K 0.02% -1,000 13F-HR Timeline FLORIDA FINANCIAL ADVISORS, LLC More: the full row for FLORIDA FINANCIAL ADVISORS, LLC 9,618 $574K 0.23% new 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 9,600 $574K 0.04% -4,538 13F-HR Timeline ICONIQ Capital, LLC in group ICONIQ Capital, LLC More: the full row for ICONIQ Capital, LLC 9,578 $572K 0.01% +2,325 13F-HR Timeline Group INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 9,540 $570K 0.02% new 13F-HR Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 9,505 $568K 0.26% -2,773 13F-HR Timeline FAS Wealth Partners, Inc. More: the full row for FAS Wealth Partners, Inc. 9,468 $566K 0.05% +355 13F-HR Timeline Garner Asset Management Corp More: the full row for Garner Asset Management Corp 9,452 $565K 0.25% +102 13F-HR Timeline Heritage Trust Co More: the full row for Heritage Trust Co 9,433 $564K 0.07% -400 13F-HR Timeline SCS Capital Management LLC More: the full row for SCS Capital Management LLC 9,430 $564K 0.01% new 13F-HR/A Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 9,412 $562K 0.03% -953 13F-HR Timeline Schechter Investment Advisors, LLC More: the full row for Schechter Investment Advisors, LLC 9,387 $561K 0.05% -713 13F-HR Timeline Campbell & CO Investment Adviser LLC More: the full row for Campbell & CO Investment Adviser LLC 9,376 $560K 0.04% -90,047 13F-HR Timeline FineMark National Bank & Trust More: the full row for FineMark National Bank & Trust 9,343 $558K 0.02% -1,836 13F-HR Timeline GENTRY PRIVATE WEALTH, LLC More: the full row for GENTRY PRIVATE WEALTH, LLC 9,302 $556K 0.46% new 13F-HR Timeline FIRST FOUNDATION ADVISORS in group FIRST FOUNDATION ADVISORS More: the full row for FIRST FOUNDATION ADVISORS 9,278 $554K 0.02% -604 13F-HR Timeline Group Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 9,219 $551K 0.1% -427 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 9,216 $551K 0.02% +634 13F-HR Timeline Financial Advocates Investment Manageme… More: the full row for Financial Advocates Investment Management 9,205 $550K 0.04% -1,648 13F-HR Timeline Whalen Wealth Management Inc. More: the full row for Whalen Wealth Management Inc. 9,173 $548K 0.37% new 13F-HR Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 9,103 $544K 0.01% +1,314 13F-HR Timeline Group CONTRAVISORY INVESTMENT MANAGEMENT, INC. More: the full row for CONTRAVISORY INVESTMENT MANAGEMENT, INC. 9,071 $542K 0.11% +109 13F-HR Timeline PUREfi Wealth, LLC More: the full row for PUREfi Wealth, LLC 9,056 $541K 0.54% new 13F-HR Timeline 44 WEALTH MANAGEMENT LLC More: the full row for 44 WEALTH MANAGEMENT LLC 9,037 $540K 0.2% -4,100 13F-HR Timeline KPP Advisory Services LLC More: the full row for KPP Advisory Services LLC 9,030 $540K 0.1% new 13F-HR Timeline AGH Wealth Advisors, LLC More: the full row for AGH Wealth Advisors, LLC 9,023 $539K 0.52% -668 13F-HR Timeline CX Institutional More: the full row for CX Institutional 9,003 $538K 0.02% +506 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 9,000 $538K 0.05% +4,482 13F-HR Timeline Trilogy Capital Inc. More: the full row for Trilogy Capital Inc. 8,958 $535K 0.03% new 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 8,911 $533K 0.04% +202 13F-HR Timeline DEFINED WEALTH MANAGEMENT, LLC More: the full row for DEFINED WEALTH MANAGEMENT, LLC 8,862 $530K 0.36% -5 13F-HR Timeline COMMERZBANK AKTIENGESELLSCHAFT /FI More: the full row for COMMERZBANK AKTIENGESELLSCHAFT /FI 8,831 $528K 0.01% 0 13F-HR Timeline Granite Group Advisors, LLC More: the full row for Granite Group Advisors, LLC 8,810 $526K 0.37% 0 13F-HR Timeline Arkos Global Advisors More: the full row for Arkos Global Advisors 8,685 $519K 0.08% 0 13F-HR Timeline PRECEDENT WEALTH PARTNERS, LLC More: the full row for PRECEDENT WEALTH PARTNERS, LLC 8,675 $518K 0.14% -200 13F-HR Timeline JAG CAPITAL MANAGEMENT, LLC More: the full row for JAG CAPITAL MANAGEMENT, LLC 8,665 $518K 0.07% +805 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 8,650 $517K 0.07% -3,150 13F-HR Timeline Wealth Management Associates, Inc. More: the full row for Wealth Management Associates, Inc. 8,621 $515K 0.22% -2,263 13F-HR Timeline VISION FINANCIAL MARKETS LLC More: the full row for VISION FINANCIAL MARKETS LLC 8,600 $514K 0.56% 0 13F-HR Timeline LOWE BROCKENBROUGH & CO INC More: the full row for LOWE BROCKENBROUGH & CO INC 8,597 $514K 0.03% 0 13F-HR Timeline INVESTORS ASSET MANAGEMENT OF GEORGIA I… More: the full row for INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV 8,592 $513K 0.26% 0 13F-HR Timeline Code Waechter LLC More: the full row for Code Waechter LLC 8,552 $511K 0.42% +2,048 13F-HR Timeline Cadence Bank More: the full row for Cadence Bank 8,510 $509K 0.04% +704 13F-HR Timeline Altshuler Shaham Ltd More: the full row for Altshuler Shaham Ltd 8,477 $507K 0.01% +5,865 13F-HR Timeline Gradient Investments LLC in group Gradient Investments LLC More: the full row for Gradient Investments LLC 8,408 $502K 0.01% -1,773 13F-HR Timeline Group Pine Valley Investments Ltd Liability Co More: the full row for Pine Valley Investments Ltd Liability Co 8,405 $502K 0.03% -119 13F-HR Timeline Challenger Wealth Management More: the full row for Challenger Wealth Management 8,389 $501K 0.4% +15 13F-HR Timeline Obermeyer Wealth Partners More: the full row for Obermeyer Wealth Partners 8,386 $501K 0.03% +4,534 13F-HR Timeline Dakota Community Bank & Trust NA More: the full row for Dakota Community Bank & Trust NA 8,367 $500K 2.41% -285 13F-HR Timeline Cohen Investment Advisors LLC More: the full row for Cohen Investment Advisors LLC 8,308 $496K 0.29% -114 13F-HR/A Timeline Clarius Group, LLC More: the full row for Clarius Group, LLC 8,259 $494K 0.03% -337 13F-HR Timeline OXFORD ASSET MANAGEMENT LLP More: the full row for OXFORD ASSET MANAGEMENT LLP 8,252 $493K 0.23% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. MOSELEY INVESTMENT MANAGEMENT INC More: the full row for MOSELEY INVESTMENT MANAGEMENT INC 8,225 $492K 0.19% 0 13F-HR Timeline JACKSON SQUARE CAPITAL, LLC More: the full row for JACKSON SQUARE CAPITAL, LLC 8,211 $491K 0.16% new 13F-HR Timeline Astoria Portfolio Advisors LLC. More: the full row for Astoria Portfolio Advisors LLC. 8,388 $491K 0.17% +104 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 8,197 $490K 0.05% +945 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 8,173 $488K 0.05% +1,980 13F-HR Timeline Sylvest Advisors, LLC More: the full row for Sylvest Advisors, LLC 8,158 $488K 0.3% 0 13F-HR Timeline Birchcreek Wealth Management, LLC More: the full row for Birchcreek Wealth Management, LLC 8,090 $483K 0.31% 0 13F-HR Timeline Sompo Asset Management Co., Ltd. More: the full row for Sompo Asset Management Co., Ltd. 8,050 $481K 0.09% 0 13F-HR Timeline SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 8,003 $478K 0.04% -81 13F-HR Timeline Sterling Investment Counsel, LLC More: the full row for Sterling Investment Counsel, LLC 7,999 $478K 0.16% +711 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 7,998 $478K 0.01% -217 13F-HR Timeline Ariston Services Group More: the full row for Ariston Services Group 7,982 $477K 0.4% -1,149 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 57,124 $477K 0.04% +95 13F-HR Timeline McGowan Group Asset Management, Inc. More: the full row for McGowan Group Asset Management, Inc. 7,880 $471K 0.06% +209 13F-HR Timeline BlackDiamond Wealth Management, LLC More: the full row for BlackDiamond Wealth Management, LLC 8,097 $467K 0.32% -4,914 13F-HR Timeline First Western Trust Bank More: the full row for First Western Trust Bank 7,790 $466K 0.02% 0 13F-HR Timeline First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 7,787 $465K 0.01% +1,343 13F-HR Timeline Hamilton Capital, LLC More: the full row for Hamilton Capital, LLC 7,753 $463K 0.03% +783 13F-HR Timeline Lee Financial Co More: the full row for Lee Financial Co 7,668 $458K 0.07% -3,051 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 7,600 $454K 0.01% +113 13F-HR Timeline Group PARSONS CAPITAL MANAGEMENT INC/RI More: the full row for PARSONS CAPITAL MANAGEMENT INC/RI 7,570 $452K 0.02% 0 13F-HR Timeline Avantax Planning Partners, Inc. More: the full row for Avantax Planning Partners, Inc. 7,551 $451K 0.02% +612 13F-HR Timeline Brown Miller Wealth Management, LLC More: the full row for Brown Miller Wealth Management, LLC 7,539 $451K 0.16% +759 13F-HR Timeline Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 7,520 $449K <0.01% +2,989 13F-HR Timeline CHELSEA COUNSEL CO More: the full row for CHELSEA COUNSEL CO 7,500 $448K 0.24% 0 13F-HR Timeline First National Bank of Hutchinson More: the full row for First National Bank of Hutchinson 7,485 $447K 0.3% new 13F-HR Timeline CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 7,464 $446K 0.02% -11 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 7,406 $443K 0.01% +699 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 7,379 $441K 0.04% +1,000 13F-HR Timeline COWA, LLC More: the full row for COWA, LLC 6,560 $441K 0.19% -360 13F-HR Timeline