MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 4,885 $781K 0.03% 0 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 4,878 $780K 0.01% -311 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 4,870 $779K 0.02% +49 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 4,870 $778K 0.01% -75 13F-HR Timeline Group Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 4,863 $777K +1,944 Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 4,630 $776K 0.01% +177 13F-HR Timeline BAR HARBOR WEALTH MANAGEMENT in group BAR HARBOR WEALTH MANAGEMENT More: the full row for BAR HARBOR WEALTH MANAGEMENT 4,800 $767K 0.04% 0 13F-HR Timeline Group RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 4,799 $767K 0.01% +1,159 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 4,669 $746K 0.01% +1,582 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 4,662 $745K 0.02% -272 13F-HR Timeline KORNITZER CAPITAL MANAGEMENT INC /KS More: the full row for KORNITZER CAPITAL MANAGEMENT INC /KS 4,635 $741K 0.02% -1,500 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 4,634 $741K 0.01% -3,910 13F-HR Timeline Argent Trust Co More: the full row for Argent Trust Co 4,633 $741K 0.02% -436 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 4,605 $736K 0.02% +1,487 13F-HR Timeline Group Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 4,604 $736K 0.04% -506 13F-HR Timeline Cannell & Spears LLC More: the full row for Cannell & Spears LLC 4,592 $734K 0.01% -2 13F-HR Timeline Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 4,487 $734K 0.07% new 13F-HR Timeline WASHINGTON TRUST Co More: the full row for WASHINGTON TRUST Co 4,572 $731K 0.02% -389 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 4,572 $731K 0.01% +794 13F-HR Timeline TCW GROUP INC in group TCW GROUP INC More: the full row for TCW GROUP INC 4,499 $719K <0.01% -136 13F-HR Timeline Group Entropy Technologies, LP More: the full row for Entropy Technologies, LP 4,471 $715K 0.03% -33,455 13F-HR Timeline Inscription Capital, LLC More: the full row for Inscription Capital, LLC 4,443 $710K 0.06% +1,103 13F-HR Timeline MARIETTA INVESTMENT PARTNERS LLC More: the full row for MARIETTA INVESTMENT PARTNERS LLC 4,396 $703K 0.12% 0 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 4,296 $703K 0.02% +292 13F-HR Timeline Occidental Asset Management, LLC More: the full row for Occidental Asset Management, LLC 4,305 $688K 0.07% +147 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 4,291 $686K 0.01% -6 13F-HR Timeline Lakeshore Capital Group, Inc. More: the full row for Lakeshore Capital Group, Inc. 4,284 $685K 0.51% +7 13F-HR Timeline Indivisible Partners More: the full row for Indivisible Partners 4,249 $679K 0.04% +798 13F-HR Timeline HARRELL INVESTMENT PARTNERS, LLC More: the full row for HARRELL INVESTMENT PARTNERS, LLC 4,235 $677K 0.15% +62 13F-HR Timeline HOWLAND CAPITAL MANAGEMENT LLC More: the full row for HOWLAND CAPITAL MANAGEMENT LLC 4,226 $676K 0.02% -1 13F-HR Timeline GUGGENHEIM CAPITAL LLC in group GUGGENHEIM CAPITAL LLC More: the full row for GUGGENHEIM CAPITAL LLC 4,148 $663K <0.01% -2,291 13F-HR Timeline Group Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 4,146 $663K 0.03% +2,409 13F-HR Timeline American Money Management, LLC More: the full row for American Money Management, LLC 4,143 $662K 0.09% 0 13F-HR Timeline Arista Wealth Management, LLC More: the full row for Arista Wealth Management, LLC 4,110 $657K 0.07% 0 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 4,095 $655K 0.02% +118 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 4,051 $648K 0.01% +706 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 4,035 $645K 0.02% +124 13F-HR Timeline Lionhunter Capital Management, LLC More: the full row for Lionhunter Capital Management, LLC 4,009 $641K 0.29% 13F-HR Timeline SPINNAKER TRUST More: the full row for SPINNAKER TRUST 4,005 $640K 0.03% +17 13F-HR Timeline Scott & Selber, Inc. More: the full row for Scott & Selber, Inc. 4,000 $639K 0.13% 0 13F-HR Timeline Ceeto Capital Group, LLC More: the full row for Ceeto Capital Group, LLC 4,000 $639K 0.17% 0 13F-HR Timeline OPTIMIZE FINANCIAL INC. More: the full row for OPTIMIZE FINANCIAL INC. 3,991 $638K 0.23% -13 13F-HR Timeline Sound Capital Solutions LLC More: the full row for Sound Capital Solutions LLC 3,991 $638K 0.15% 13F-HR Timeline Northern Financial Advisors Inc More: the full row for Northern Financial Advisors Inc 3,989 $638K 0.42% +394 13F-HR Timeline Alhambra Investment Management LLC More: the full row for Alhambra Investment Management LLC 3,989 $638K 0.28% 0 13F-HR Timeline CORNERSTONE ADVISORS ASSET MANAGEMENT, … More: the full row for CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC 3,956 $632K 0.08% -405 13F-HR Timeline Richwood Investment Advisors, LLC More: the full row for Richwood Investment Advisors, LLC 3,943 $630K 0.44% +80 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 3,894 $628K 0.03% -2 13F-HR Timeline Platform Technology Partners More: the full row for Platform Technology Partners 3,927 $628K 0.1% +31 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 3,924 $627K 0.14% -2 13F-HR Timeline Chancellor Financial Group WB LP More: the full row for Chancellor Financial Group WB LP 3,920 $627K 0.39% +1 13F-HR Timeline Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 3,913 $626K 0.08% -103 13F-HR Timeline Argos Wealth Advisors, LLC More: the full row for Argos Wealth Advisors, LLC 3,907 $625K 0.17% +30 13F-HR Timeline First Western Trust Bank More: the full row for First Western Trust Bank 3,898 $623K 0.03% -54 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 3,996 $622K 0.01% -552 13F-HR Timeline WESBANCO BANK INC More: the full row for WESBANCO BANK INC 3,868 $618K 0.02% -24 13F-HR Timeline GARRISON POINT ADVISORS, LLC More: the full row for GARRISON POINT ADVISORS, LLC 3,860 $617K 0.25% -270 13F-HR Timeline TWIN CAPITAL MANAGEMENT INC More: the full row for TWIN CAPITAL MANAGEMENT INC 3,859 $617K 0.07% +12 13F-HR Timeline MEYER HANDELMAN CO More: the full row for MEYER HANDELMAN CO 3,830 $612K 0.02% 0 13F-HR Timeline Argent Advisors, Inc. More: the full row for Argent Advisors, Inc. 3,773 $603K 0.15% +75 13F-HR Timeline DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 3,757 $601K 0.01% +61 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 3,748 $599K 0.05% -905 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 3,747 $599K 0.01% +42 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Florida Trust Wealth Management Co More: the full row for Florida Trust Wealth Management Co 3,744 $599K 0.01% +45 13F-HR Timeline LOUNTZIS ASSET MANAGEMENT, LLC More: the full row for LOUNTZIS ASSET MANAGEMENT, LLC 3,729 $596K 0.19% -930 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 3,729 $596K 0.01% -40 13F-HR Timeline RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 3,727 $596K 0.01% -495 13F-HR/A Timeline Rodgers Brothers Inc. More: the full row for Rodgers Brothers Inc. 3,727 $596K 0.06% 0 13F-HR Timeline Evelyn Partners Group Ltd in group Evelyn Partners Group Ltd More: the full row for Evelyn Partners Group Ltd 3,702 $592K <0.01% 13F-HR Timeline Group Sather Financial Group Inc More: the full row for Sather Financial Group Inc 3,700 $591K 0.03% 0 13F-HR Timeline PEAPACK GLADSTONE FINANCIAL CORP More: the full row for PEAPACK GLADSTONE FINANCIAL CORP 3,684 $589K 0.01% +476 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 3,670 $587K <0.01% -979 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 3,659 $585K 0.04% -306 13F-HR Timeline Quantitative Investment Management, LLC More: the full row for Quantitative Investment Management, LLC 3,656 $584K 0.06% new 13F-HR Timeline Unifi Asset Management LP More: the full row for Unifi Asset Management LP 3,610 $577K 0.41% new 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 3,607 $577K 0.09% 0 13F-HR Timeline SPROTT INC. More: the full row for SPROTT INC. 3,600 $575K 0.02% new 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 3,596 $575K 0.03% +17 13F-HR Timeline PROFUND ADVISORS LLC More: the full row for PROFUND ADVISORS LLC 3,570 $571K 0.02% -2 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 3,567 $570K 0.01% -280 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 3,548 $567K 0.01% -3,945 13F-HR Timeline Group McElhenny Sheffield Capital Management,… More: the full row for McElhenny Sheffield Capital Management, LLC 3,545 $567K 0.14% -293 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 3,529 $564K 0.01% +1,155 13F-HR Timeline Group Smithfield Trust Co More: the full row for Smithfield Trust Co 3,521 $563K 0.02% 0 13F-HR Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 3,517 $562K 0.03% +1,509 13F-HR Timeline MAGNOLIA CAPITAL ADVISORS LLC More: the full row for MAGNOLIA CAPITAL ADVISORS LLC 3,501 $560K 0.1% +215 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 3,371 $560K 0.01% -65 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 3,494 $559K 0.01% -643 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 3,484 $557K <0.01% -113 13F-HR Timeline Group APPLETON PARTNERS INC/MA More: the full row for APPLETON PARTNERS INC/MA 3,476 $556K 0.03% -4 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 3,475 $556K 0.02% -648 13F-HR Timeline SVB WEALTH LLC More: the full row for SVB WEALTH LLC 3,461 $553K 0.03% -693 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 3,459 $553K 0.02% +65 13F-HR Timeline Radnor Capital Management, LLC More: the full row for Radnor Capital Management, LLC 3,429 $548K 0.08% 0 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 3,427 $548K 0.01% +1,611 13F-HR Timeline S.A. Mason LLC More: the full row for S.A. Mason LLC 3,408 $545K 0.17% +1,000 13F-HR Timeline Bahl & Gaynor LLC More: the full row for Bahl & Gaynor LLC 3,407 $545K <0.01% 0 13F-HR Timeline Relyea Zuckerberg Hanson LLC More: the full row for Relyea Zuckerberg Hanson LLC 3,394 $543K 0.05% -94 13F-HR/A Timeline Sterling Wealth Management, Inc. More: the full row for Sterling Wealth Management, Inc. 3,387 $541K 0.13% 0 13F-HR Timeline Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 3,357 $537K 0.01% +875 13F-HR Timeline Group ONE WEALTH CAPITAL MANAGEMENT, LLC More: the full row for ONE WEALTH CAPITAL MANAGEMENT, LLC 3,349 $535K 0.15% +1,741 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 3,348 $535K 0.01% +299 13F-HR Timeline Roundview Capital LLC More: the full row for Roundview Capital LLC 3,333 $533K 0.03% new 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 3,328 $532K 0.01% +1,152 13F-HR Timeline FORBES J M & CO LLP More: the full row for FORBES J M & CO LLP 3,328 $532K 0.04% 0 13F-HR Timeline PARAGON FINANCIAL PARTNERS, INC. More: the full row for PARAGON FINANCIAL PARTNERS, INC. 3,466 $531K 0.29% 0 13F-HR Timeline NAPLES GLOBAL ADVISORS, LLC More: the full row for NAPLES GLOBAL ADVISORS, LLC 3,321 $531K 0.03% 0 13F-HR Timeline HOWARD FINANCIAL SERVICES, LTD. More: the full row for HOWARD FINANCIAL SERVICES, LTD. 3,316 $530K 0.05% -44 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 3,586 $528K 0.01% +97 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 3,302 $528K 0.05% -125 13F-HR Timeline Congress Park Capital LLC More: the full row for Congress Park Capital LLC 3,300 $528K 0.14% 0 13F-HR Timeline BAKER TILLY WEALTH MANAGEMENT, LLC More: the full row for BAKER TILLY WEALTH MANAGEMENT, LLC 3,279 $524K 0.11% -77 13F-HR Timeline CDM FINANCIAL COUNSELING SERVICES, INC. More: the full row for CDM FINANCIAL COUNSELING SERVICES, INC. 3,276 $524K 0.45% -284 13F-HR Timeline COZAD ASSET MANAGEMENT INC More: the full row for COZAD ASSET MANAGEMENT INC 3,250 $520K 0.03% 0 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 3,249 $519K 0.01% +1,311 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Simmons Bank in group Simmons Bank More: the full row for Simmons Bank 3,245 $519K 0.03% +22 13F-HR Timeline Group Rathbones Group PLC More: the full row for Rathbones Group PLC 3,241 $518K <0.01% -54 13F-HR Timeline CX Institutional More: the full row for CX Institutional 3,232 $517K 0.01% -41 13F-HR Timeline Plancorp, LLC More: the full row for Plancorp, LLC 3,190 $516K 0.01% -1,841 13F-HR Timeline Palisades Hudson Asset Management, L.P. More: the full row for Palisades Hudson Asset Management, L.P. 3,223 $515K 0.18% -920 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 3,213 $514K 0.01% +15 13F-HR Timeline GRIMES & Co WEALTH MANAGEMENT, LLC More: the full row for GRIMES & Co WEALTH MANAGEMENT, LLC 3,212 $514K 0.01% +9 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 3,210 $513K 0.03% +697 13F-HR Timeline Summit Place Financial Advisors, LLC More: the full row for Summit Place Financial Advisors, LLC 3,200 $512K 0.22% 0 13F-HR Timeline WHALEROCK POINT PARTNERS, LLC More: the full row for WHALEROCK POINT PARTNERS, LLC 3,194 $511K 0.09% 0 13F-HR Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 3,186 $509K <0.01% -6 13F-HR Timeline AUGUSTINE ASSET MANAGEMENT INC More: the full row for AUGUSTINE ASSET MANAGEMENT INC 3,147 $503K 0.1% -76 13F-HR Timeline MASTERINVEST Kapitalanlage GmbH More: the full row for MASTERINVEST Kapitalanlage GmbH 3,117 $498K 0.04% +218 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 3,112 $498K 0.02% +417 13F-HR Timeline Group Trust Asset Management LLC More: the full row for Trust Asset Management LLC 3,098 $495K 0.03% 0 13F-HR/A Timeline KANAWHA CAPITAL MANAGEMENT LLC More: the full row for KANAWHA CAPITAL MANAGEMENT LLC 3,097 $495K 0.03% -389 13F-HR Timeline MSH Capital Advisors LLC More: the full row for MSH Capital Advisors LLC 3,066 $490K 0.09% -16 13F-HR Timeline GROUPAMA ASSET MANAGMENT More: the full row for GROUPAMA ASSET MANAGMENT 3,084 $488K 0.01% +14 13F-HR Timeline BOOTHBAY FUND MANAGEMENT, LLC More: the full row for BOOTHBAY FUND MANAGEMENT, LLC 3,052 $488K 0.01% -23,770 13F-HR Timeline Stablepoint Partners, LLC More: the full row for Stablepoint Partners, LLC 3,019 $483K 0.07% -1,164 13F-HR Timeline Hennion & Walsh Asset Management, Inc. More: the full row for Hennion & Walsh Asset Management, Inc. 3,010 $481K 0.01% +260 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 3,007 $481K 0.03% +419 13F-HR Timeline Bayesian Capital Management, LP More: the full row for Bayesian Capital Management, LP 3,000 $480K 0.31% new 13F-HR Timeline HALL CAPITAL MANAGEMENT CO INC More: the full row for HALL CAPITAL MANAGEMENT CO INC 2,985 $477K 0.15% 0 13F-HR Timeline Pine Valley Investments Ltd Liability Co More: the full row for Pine Valley Investments Ltd Liability Co 2,984 $477K 0.02% +66 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 3,000 $475K 0.02% 0 13F-HR Timeline CITY HOLDING CO More: the full row for CITY HOLDING CO 2,952 $472K 0.05% -455 13F-HR Timeline BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 2,936 $469K 0.02% +18 13F-HR Timeline Elyxium Wealth, LLC More: the full row for Elyxium Wealth, LLC 2,932 $469K 0.05% +676 13F-HR Timeline Erste Asset Management GmbH in group Erste Asset Management GmbH More: the full row for Erste Asset Management GmbH 2,960 $468K <0.01% 0 13F-HR Timeline Group Texas Yale Capital Corp. More: the full row for Texas Yale Capital Corp. 2,914 $466K 0.01% +300 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 2,914 $466K 0.01% +276 13F-HR Timeline Emprise Bank More: the full row for Emprise Bank 2,911 $465K 0.17% 0 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 2,891 $462K 0.01% +43 13F-HR Timeline OpenArc Corporate Advisory, LLC More: the full row for OpenArc Corporate Advisory, LLC 2,890 $462K 0.01% +34 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 2,889 $462K 0.01% -883 13F-HR Timeline JGP Wealth Management, LLC More: the full row for JGP Wealth Management, LLC 2,880 $460K 0.04% 0 13F-HR Timeline Elk River Wealth Management LLC More: the full row for Elk River Wealth Management LLC 2,860 $457K 0.07% 0 13F-HR Timeline ST GERMAIN D J CO INC in group ST GERMAIN D J CO INC More: the full row for ST GERMAIN D J CO INC 2,855 $456K 0.02% 0 13F-HR Timeline Group Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 2,844 $455K 0.01% -175 13F-HR Timeline Group Round Rock Advisors LLC More: the full row for Round Rock Advisors LLC 2,843 $454K 0.06% 0 13F-HR Timeline WOODMONT INVESTMENT COUNSEL LLC More: the full row for WOODMONT INVESTMENT COUNSEL LLC 2,839 $454K 0.02% -32 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 2,832 $453K 0.02% -43 13F-HR Timeline Range Financial Group LLC More: the full row for Range Financial Group LLC 2,788 $446K 0.12% +419 13F-HR Timeline Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 2,787 $445K 0.01% +634 13F-HR Timeline GREAT LAKES ADVISORS, LLC More: the full row for GREAT LAKES ADVISORS, LLC 2,780 $444K <0.01% +563 13F-HR Timeline Ethos Capital Management, Inc. More: the full row for Ethos Capital Management, Inc. 2,744 $439K 0.31% -8,147 13F-HR Timeline WOLVERINE ASSET MANAGEMENT LLC in group WOLVERINE ASSET MANAGEMENT LLC More: the full row for WOLVERINE ASSET MANAGEMENT LLC 2,736 $437K 0.01% 0 13F-HR Timeline Group Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 2,731 $437K 0.02% +616 13F-HR Timeline Aureus Asset Management, LLC More: the full row for Aureus Asset Management, LLC 2,720 $435K 0.03% -116 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 2,719 $435K 0.02% +284 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 2,711 $433K 0.02% +48 13F-HR Timeline Douglass Winthrop Advisors, LLC More: the full row for Douglass Winthrop Advisors, LLC 2,708 $433K 0.01% 0 13F-HR Timeline DAVIDSON TRUST CO More: the full row for DAVIDSON TRUST CO 2,703 $432K 0.17% 0 13F-HR Timeline Providence First Trust Co More: the full row for Providence First Trust Co 2,650 $424K 0.12% -218 13F-HR Timeline Cherry Creek Investment Advisors, Inc. More: the full row for Cherry Creek Investment Advisors, Inc. 2,650 $424K 0.17% +7 13F-HR Timeline THOMPSON SIEGEL & WALMSLEY LLC More: the full row for THOMPSON SIEGEL & WALMSLEY LLC 2,639 $422K 0.01% 0 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 2,632 $421K 0.06% -69 13F-HR Timeline Group Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 2,633 $421K 0.02% +1 13F-HR Timeline Fiduciary Alliance LLC More: the full row for Fiduciary Alliance LLC 2,627 $420K 0.03% +6 13F-HR Timeline CFS Investment Advisory Services, LLC More: the full row for CFS Investment Advisory Services, LLC 2,544 $419K 0.03% +18 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 2,603 $416K 0.01% -281 13F-HR Timeline Bristlecone Value Partners, LLC More: the full row for Bristlecone Value Partners, LLC 2,584 $413K 0.33% -10 13F-HR Timeline LVM CAPITAL MANAGEMENT LTD/MI More: the full row for LVM CAPITAL MANAGEMENT LTD/MI 2,577 $412K 0.03% 0 13F-HR Timeline EVERPAR ADVISORS LLC More: the full row for EVERPAR ADVISORS LLC 2,574 $411K 0.12% -60 13F-HR Timeline Weaver Consulting Group More: the full row for Weaver Consulting Group 2,568 $410K 0.08% +3 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 2,568 $410K <0.01% +48 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 2,566 $410K 0.04% +23 13F-HR Timeline Frec Markets, Inc. in group Frec Markets, Inc. More: the full row for Frec Markets, Inc. 2,530 $404K 0.04% +23 13F-HR Timeline Group HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 2,651 $404K 0.01% -19 13F-HR Timeline Black Diamond Financial, LLC More: the full row for Black Diamond Financial, LLC 2,523 $403K 0.04% -3 13F-HR Timeline Pettee Investors, Inc. More: the full row for Pettee Investors, Inc. 2,522 $403K 0.2% 0 13F-HR Timeline AlTi Global, Inc. in group AlTi Global, Inc. More: the full row for AlTi Global, Inc. 2,519 $403K 0.01% +37 13F-HR Timeline Group RiverFront Investment Group, LLC More: the full row for RiverFront Investment Group, LLC 2,512 $402K 0.01% new 13F-HR Timeline Paragon Capital Management Ltd More: the full row for Paragon Capital Management Ltd 2,509 $401K 0.08% 0 13F-HR Timeline Triangle Securities Wealth Management More: the full row for Triangle Securities Wealth Management 2,508 $401K 0.08% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Kera Capital Partners, Inc. More: the full row for Kera Capital Partners, Inc. 2,496 $399K 0.04% +830 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 2,462 $398K 0.02% +98 13F-HR Timeline Plan A Wealth LLC More: the full row for Plan A Wealth LLC 2,480 $396K 0.17% -4 13F-HR Timeline Xcelsior Advisor Partners LLC More: the full row for Xcelsior Advisor Partners LLC 2,475 $396K 0.05% new 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 2,458 $393K 0.03% -116 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 2,457 $393K 0.04% 0 13F-HR Timeline KFA Private Wealth Group, LLC More: the full row for KFA Private Wealth Group, LLC 2,451 $392K 0.09% 0 13F-HR Timeline Cypress Capital Group in group Cypress Capital Group More: the full row for Cypress Capital Group 2,448 $391K 0.04% 0 13F-HR Timeline Group Pacific Point Advisors, LLC More: the full row for Pacific Point Advisors, LLC 2,445 $391K 0.18% 0 13F-HR Timeline