HoldingsChannel.com
Date13F FilerSize ($ in 1000's)
4/10Chapman Investment Management LLC$93,437
4/10Home Federal Bank of Tennessee$183,612
4/10Fulton Breakefield Broenniman LLC$669,947
4/10Lilly Endowment Inc.$15,713,001
4/10Abundance Wealth Counselors$288,245
4/10BKD Wealth Advisors LLC$1,219,555
4/10Buckley Wealth Management LLC$184,302
4/10BCS Wealth Management$142,748
4/10Domani Wealth LLC$374,185
4/10Campbell Capital Management Inc.$97,429
4/10Royal Harbor Partners LLC$86,409
4/10Ogorek Anthony Joseph NY ADV$184,014
4/10Sib LLC$104,322
4/10Carroll Financial Associates Inc.$1,018,368
4/10Lowe Wealth Advisors LLC$142,010
4/10Southeast Asset Advisors Inc.$342,439
4/10Strategic Wealth Management Group LLC$134,330
4/10Krueger & Catalano Capital Partners LLC$117,758
4/10KPCB DGF Associates LLC$67,492
4/10KPCB DGF II Associates LLC$61,124
4/10KPCB GGF Associates LLC$21,447
4/10KPCB XII Associates LLC$24,542
4/10KPCB XIV Associates LLC$11,592
4/10KPCB XVI Associates LLC$143,672
4/10Stock Yards Bank & Trust Co.$939,895
4/10Atlantic Union Bankshares Corp$685,527
4/10Uncommon Cents Investing LLC$160,499
4/10Johanson Financial Advisors Inc.$173,767
4/10Robecosam AG$2,334,718
4/10Cypress Wealth Services LLC$337,870
4/10WealthTrust Axiom LLC$203,899
4/10Mokosak Advisory Group LLC$133,996
4/10Mission Wealth Management LP$901,610
4/10Traverso Chambers Private Wealth Management LLC$212,288
4/10Relaxing Retirement Coach$162,369
4/10Stokes Capital Advisors LLC$166,759
4/10Sanders Morris Harris LLC$103,330
4/10VV Manager LLC$88,498
4/10National Investment Services of America LLC$62,848
4/9Viridian Ria LLC$220,517
4/9Murphy Middleton Hinkle & Parker Inc.$113,159
4/9Mesirow Financial Investment Management Inc.$15,870
4/9SimpliFi Inc.$159,861
4/9Kistler Tiffany Companies LLC$282,441
4/9Compass Ion Advisors LLC$110,932
4/9Ritholtz Wealth Management$623,913
4/9FLC Capital Advisors$215,268
4/9McMahon Financial Advisors LLC$102,989
4/9Charles Schwab Trust Co$241,433
4/9Arlington Financial Advisors LLC$140,457
4/9Bouchey Financial Group Ltd$376,660
4/9Greylin Investment Mangement Inc.$321,503
4/9Abner Herrman & Brock LLC$441,593
4/9Starr International Co. Inc.$138,884
4/9Castle Creek Capital Partners IV LP$31,743
4/9Townsend & Associates Inc$96,191
4/9Wildcat Capital Management LLC$219,613
4/9Verus Financial Partners Inc.$327,973
4/9Cabot Wellington LLC$123,941
4/9San Francisco Sentry Investment Group CA$157,714
4/9Ullmann Financial Group Inc.$133,300
4/9Edgehill Endowment Partners LLC$247,376
4/9Wall Capital Group Inc.$187,898
4/9Nadler Financial Group Inc.$325,306
4/9Grandview Asset Management LLC$9,176
4/9Clifford Swan Investment Counsel LLC$1,646,564
4/9FNY Investment Advisers LLC$131,469
4/9Metropolis Capital Ltd$563,114
4/9Polaris Greystone Financial Group LLC$920,192
4/9Legacy Bridge LLC$78,838
4/9Beese Fulmer Investment Management Inc.$564,059
4/9Burke & Herbert Bank & Trust Co.$98,655
4/9Pinnacle Bank$117,066
4/9Ipswich Investment Management Co. Inc.$254,393
4/9Gillespie Robinson & Grimm Inc.$718,426
4/9Peoples Financial Services CORP.$170,177
4/9C V Starr & Co. Inc.$16,310
4/9C.V. Starr & Co. Inc. Trust$124,096
4/9Hexavest Inc.$5,722,015
4/9CHURCHILL MANAGEMENT Corp$1,986,682
4/9Alpine Global Management LLC$481,089
4/9Contravisory Investment Management Inc.$225,547
4/9Verity & Verity LLC$354,855
4/9Larson Financial Group LLC$159,887
4/9Dalton Greiner Hartman Maher & Co.$956,284
4/9XR Securities LLC$1,362,545
4/9Simon Quick Advisors LLC$269,499
4/9Carolina Wealth Advisors LLC$86,536
4/9180 Wealth Advisors LLC$192,652
4/9Biltmore Wealth Management LLC$209,130
4/9Investors Financial Group LLC$99,004
4/9CTC LLC$123,536,449
4/9Legacy Wealth Management Inc$550,607
4/9Tuttle Tactical Management$187,161
4/9Stony Point Wealth Management Inc.$94,486
4/9KG&L Capital Management LLC$100,526
4/9Strid Group LLC$245,542
4/9Aries Wealth Management$131,164
4/9M&G Investment Management Ltd.$8,234,398

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