Squarepoint Ops LLC in group Squarepoint Ops LLC More: the full row for Squarepoint Ops LLC 52,938 $3.62M 0.01% new 13F-HR Timeline Group SVB WEALTH LLC More: the full row for SVB WEALTH LLC 52,839 $3.62M 0.24% -3,180 13F-HR Timeline NTV Asset Management LLC More: the full row for NTV Asset Management LLC 51,578 $3.53M 0.39% -166 13F-HR Timeline BlueStem Wealth Partners, LLC More: the full row for BlueStem Wealth Partners, LLC 51,339 $3.52M 0.39% new 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 50,860 $3.48M 0.24% +12,044 13F-HR Timeline Fluent Financial, LLC More: the full row for Fluent Financial, LLC 47,540 $3.46M 1.27% +8 13F-HR Timeline INVESTED ADVISORS More: the full row for INVESTED ADVISORS 50,230 $3.44M 3.47% +6,165 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 50,031 $3.43M 0.2% -214 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 51,492 $3.42M <0.01% +5,833 13F-HR Timeline Group Avail Investment Partners, LLC More: the full row for Avail Investment Partners, LLC 49,500 $3.39M 3.62% 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 48,692 $3.33M 0.08% +44,871 13F-HR Timeline Brightwater Advisory LLC More: the full row for Brightwater Advisory LLC 48,224 $3.3M 2.18% -369 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 48,067 $3.29M 0.02% +34,143 13F-HR Timeline Sageworth Trust Co of South Dakota More: the full row for Sageworth Trust Co of South Dakota 47,887 $3.28M 2.6% -996 13F-HR Timeline Red Tortoise LLC More: the full row for Red Tortoise LLC 47,050 $3.22M 1.35% 0 13F-HR Timeline Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 46,864 $3.21M 0.18% new 13F-HR Timeline Pinnacle Financial Partners, Inc. in group Pinnacle Financial Partners, … More: the full row for Pinnacle Financial Partners, Inc. 46,861 $3.21M 0.02% 0 13F-HR Timeline Group OAK FAMILY ADVISORS, LLC More: the full row for OAK FAMILY ADVISORS, LLC 46,756 $3.2M 0.99% +614 13F-HR Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 46,347 $3.17M 0.03% +1,327 13F-HR Timeline EPIQ PARTNERS, LLC More: the full row for EPIQ PARTNERS, LLC 46,303 $3.17M 1.48% +11,408 13F-HR Timeline SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 46,158 $3.16M 0.14% -1,159 13F-HR Timeline Sharkey, Howes & Javer More: the full row for Sharkey, Howes & Javer 45,767 $3.13M 0.42% new 13F-HR Timeline Sierra Capital LLC More: the full row for Sierra Capital LLC 45,494 $3.12M 0.34% -10,880 13F-HR Timeline Harding Loevner LP More: the full row for Harding Loevner LP 44,490 $3.05M 0.03% -238,694 13F-HR Timeline Badgley Phelps Wealth Managers, LLC More: the full row for Badgley Phelps Wealth Managers, LLC 44,407 $3.04M 0.06% 0 13F-HR Timeline Graves Light Lenhart Wealth, Inc. More: the full row for Graves Light Lenhart Wealth, Inc. 44,169 $3.02M 0.31% 0 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 44,105 $3.02M 0.39% -680 13F-HR Timeline Allspring Global Investments Holdings, … in group Allspring Global Investments … More: the full row for Allspring Global Investments Holdings, LLC 43,915 $3.01M 0.01% -20,015 13F-HR Timeline Group TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 43,258 $2.96M 0.75% +5,024 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 42,720 $2.93M <0.01% -49 13F-HR Timeline Group Haverford Trust Co More: the full row for Haverford Trust Co 42,607 $2.92M 0.03% 0 13F-HR Timeline Chatterton & Associates Inc. More: the full row for Chatterton & Associates Inc. 40,202 $2.9M 2.03% new 13F-HR Timeline Philip James Wealth Mangement, LLC More: the full row for Philip James Wealth Mangement, LLC 41,983 $2.87M 0.33% -4,642 13F-HR Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 40,873 $2.8M 0.12% +308 13F-HR Timeline CITY HOLDING CO More: the full row for CITY HOLDING CO 40,765 $2.79M 0.35% +2,090 13F-HR Timeline CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 40,374 $2.76M 0.33% +9,374 13F-HR Timeline SYNTAX RESEARCH, INC. More: the full row for SYNTAX RESEARCH, INC. 40,104 $2.75M 1.75% -872 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 39,077 $2.71M 0.03% +26,110 13F-HR Timeline BRADLEY FOSTER & SARGENT INC/CT More: the full row for BRADLEY FOSTER & SARGENT INC/CT 38,909 $2.66M 0.04% +23,909 13F-HR/A Timeline WealthPoint Financial, LLC More: the full row for WealthPoint Financial, LLC 38,748 $2.65M 2.22% new 13F-HR/A Timeline FIRST CITIZENS BANK & TRUST CO More: the full row for FIRST CITIZENS BANK & TRUST CO 38,427 $2.63M 0.06% +5,617 13F-HR Timeline Redwood Investment Management, LLC in group Redwood Investment Management… More: the full row for Redwood Investment Management, LLC 38,032 $2.6M 0.32% new 13F-HR/A Timeline Group BUSH INVESTMENT GROUP, LLC More: the full row for BUSH INVESTMENT GROUP, LLC 37,537 $2.57M 1.4% new 13F-HR Timeline Atlas Legacy Advisors, LLC More: the full row for Atlas Legacy Advisors, LLC 37,506 $2.57M 0.47% +10,713 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 37,274 $2.55M <0.01% +1,858 13F-HR Timeline THEORY FINANCIAL LLC More: the full row for THEORY FINANCIAL LLC 37,246 $2.55M 0.9% new 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 36,954 $2.53M 0.14% -383 13F-HR Timeline First National Trust Co More: the full row for First National Trust Co 35,765 $2.45M 0.08% -6,441 13F-HR Timeline NIXON PEABODY TRUST CO More: the full row for NIXON PEABODY TRUST CO 35,690 $2.44M 0.19% +2,500 13F-HR Timeline Park Edge Advisors, LLC More: the full row for Park Edge Advisors, LLC 35,311 $2.42M 0.56% -15,069 13F-HR Timeline Astoria Strategic Wealth, Inc. More: the full row for Astoria Strategic Wealth, Inc. 34,121 $2.34M 0.59% -21 13F-HR Timeline ARS Investment Partners, LLC More: the full row for ARS Investment Partners, LLC 34,058 $2.33M 0.12% +17,662 13F-HR Timeline Fund Evaluation Group, LLC More: the full row for Fund Evaluation Group, LLC 33,728 $2.31M 0.07% -2,445 13F-HR Timeline BIP Wealth, LLC More: the full row for BIP Wealth, LLC 33,320 $2.28M 0.09% -569 13F-HR Timeline RiverFront Investment Group, LLC More: the full row for RiverFront Investment Group, LLC 33,172 $2.27M 0.04% -647 13F-HR Timeline STOCK YARDS BANK & TRUST CO More: the full row for STOCK YARDS BANK & TRUST CO 33,094 $2.27M 0.07% +8,132 13F-HR Timeline Allen Investment Management, LLC in group ALLEN OPERATIONS LLC More: the full row for Allen Investment Management, LLC 32,989 $2.26M 0.03% 0 13F-HR Timeline Group OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 31,852 $2.18M 0.12% 0 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 31,786 $2.18M 0.15% +17,097 13F-HR Timeline FIRETHORN WEALTH PARTNERS, LLC More: the full row for FIRETHORN WEALTH PARTNERS, LLC 31,268 $2.14M 0.79% new 13F-HR Timeline CITY OF LONDON INVESTMENT MANAGEMENT CO… More: the full row for CITY OF LONDON INVESTMENT MANAGEMENT CO LTD 31,100 $2.13M 0.15% new 13F-HR Timeline WEST PACES ADVISORS INC. More: the full row for WEST PACES ADVISORS INC. 31,099 $2.13M 0.41% 0 13F-HR Timeline Fortis Capital Advisors, LLC More: the full row for Fortis Capital Advisors, LLC 31,045 $2.13M 0.28% -7,045 13F-HR Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 30,680 $2.1M 0.24% new 13F-HR Timeline Community Bank, N.A. More: the full row for Community Bank, N.A. 30,588 $2.09M 0.25% -398 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 30,351 $2.08M <0.01% -4,683 13F-HR Timeline Group WealthPLAN Partners, LLC More: the full row for WealthPLAN Partners, LLC 29,881 $2.05M 0.4% new 13F-HR Timeline Bedel Financial Consulting, Inc. More: the full row for Bedel Financial Consulting, Inc. 29,394 $2.01M 0.23% +311 13F-HR Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 29,391 $2.01M <0.01% new 13F-HR Timeline Group Town & Country Bank & Trust CO dba Firs… More: the full row for Town & Country Bank & Trust CO dba First Bankers Trust CO 29,044 $1.99M 0.67% new 13F-HR Timeline Maia Wealth LLC More: the full row for Maia Wealth LLC 28,825 $1.97M 0.33% new 13F-HR Timeline Wagner Wealth Management, Corp More: the full row for Wagner Wealth Management, Corp 28,219 $1.93M 1.73% new 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 28,178 $1.93M 0.03% new 13F-HR Timeline NorthCoast Asset Management LLC More: the full row for NorthCoast Asset Management LLC 28,060 $1.92M 0.04% +3,199 13F-HR Timeline Ramirez Asset Management, Inc. More: the full row for Ramirez Asset Management, Inc. 27,921 $1.91M 0.23% -12,687 13F-HR Timeline Hardy Reed LLC More: the full row for Hardy Reed LLC 27,858 $1.91M 0.14% 0 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 27,684 $1.9M 0.11% +7,470 13F-HR Timeline CHEMUNG CANAL TRUST CO More: the full row for CHEMUNG CANAL TRUST CO 27,650 $1.89M 0.38% 0 13F-HR Timeline NEUBERGER BERMAN GROUP LLC in group NEUBERGER BERMAN GROUP LLC More: the full row for NEUBERGER BERMAN GROUP LLC 27,093 $1.86M <0.01% new 13F-HR Timeline Group Atomic Invest LLC More: the full row for Atomic Invest LLC 27,723 $1.84M 0.87% +4,933 13F-HR Timeline CIM, LLC More: the full row for CIM, LLC 26,597 $1.82M 0.26% +2 13F-HR Timeline Navigation Group, LLC More: the full row for Navigation Group, LLC 26,136 $1.79M 0.42% 13F-HR Timeline PARTNERS CAPITAL INVESTMENT GROUP, LLP More: the full row for PARTNERS CAPITAL INVESTMENT GROUP, LLP 26,047 $1.78M 0.07% +13,453 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 26,024 $1.78M 0.14% -9,183 13F-HR Timeline POLEN CAPITAL MANAGEMENT LLC More: the full row for POLEN CAPITAL MANAGEMENT LLC 25,676 $1.76M 0.01% -101,085 13F-HR Timeline LAZARD ASSET MANAGEMENT LLC in group LAZARD ASSET MANAGEMENT LLC More: the full row for LAZARD ASSET MANAGEMENT LLC 24,532 $1.73M <0.01% -117,530 13F-HR Timeline Group RENAISSANCE TECHNOLOGIES LLC More: the full row for RENAISSANCE TECHNOLOGIES LLC 25,200 $1.73M <0.01% +5,900 13F-HR Timeline FLPUTNAM INVESTMENT MANAGEMENT CO More: the full row for FLPUTNAM INVESTMENT MANAGEMENT CO 24,993 $1.71M 0.03% -1,438 13F-HR Timeline DKM Wealth Management, Inc. More: the full row for DKM Wealth Management, Inc. 24,880 $1.7M 1.23% +6,937 13F-HR Timeline XY Planning Network, Inc. More: the full row for XY Planning Network, Inc. 24,396 $1.69M 0.27% new 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 24,574 $1.68M <0.01% -1,940 13F-HR Timeline Group SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 24,337 $1.67M 0.03% +145 13F-HR Timeline SHRIER WEALTH MANAGEMENT, LLC More: the full row for SHRIER WEALTH MANAGEMENT, LLC 24,131 $1.65M 0.6% 0 13F-HR Timeline Leo Wealth, LLC More: the full row for Leo Wealth, LLC 24,117 $1.65M 0.12% +510 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 24,094 $1.65M 0.04% 0 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 23,663 $1.62M 0.09% +10,582 13F-HR Timeline WEALTHGARDEN F.S. LLC More: the full row for WEALTHGARDEN F.S. LLC 23,637 $1.62M 1.1% new 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 23,306 $1.6M 0.02% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 22,929 $1.57M 0.05% new 13F-HR Timeline MIDLAND WEALTH ADVISORS, LLC More: the full row for MIDLAND WEALTH ADVISORS, LLC 22,866 $1.57M 0.08% -1,695 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 22,574 $1.55M 0.05% new 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 22,256 $1.52M 0.02% -48,365 13F-HR Timeline WealthTrak Capital Management LLC More: the full row for WealthTrak Capital Management LLC 22,103 $1.51M 1.08% new 13F-HR Timeline Topsail Wealth Management, LLC More: the full row for Topsail Wealth Management, LLC 21,949 $1.5M 0.22% 0 13F-HR Timeline CONSILIO WEALTH ADVISORS, LLC More: the full row for CONSILIO WEALTH ADVISORS, LLC 21,906 $1.5M 0.44% 0 13F-HR Timeline ORRSTOWN FINANCIAL SERVICES INC More: the full row for ORRSTOWN FINANCIAL SERVICES INC 21,899 $1.5M 0.25% -15,796 13F-HR Timeline Merkkuri Wealth Advisors LLC More: the full row for Merkkuri Wealth Advisors LLC 21,732 $1.49M 0.98% new 13F-HR Timeline OAK ASSOCIATES LTD /OH/ More: the full row for OAK ASSOCIATES LTD /OH/ 21,658 $1.48M 0.1% 0 13F-HR Timeline OFS Enterprise LLC More: the full row for OFS Enterprise LLC 21,652 $1.48M 0.44% 13F-HR Timeline Legacy Advisors, LLC More: the full row for Legacy Advisors, LLC 21,431 $1.47M 0.17% -794 13F-HR Timeline PENNINGTON PARTNERS & CO., LLC More: the full row for PENNINGTON PARTNERS & CO., LLC 21,323 $1.46M 0.5% +1,156 13F-HR Timeline Callan Family Office, LLC More: the full row for Callan Family Office, LLC 21,232 $1.45M 0.03% -176,350 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 21,099 $1.44M <0.01% +120 13F-HR Timeline Group MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 21,057 $1.44M 0.01% 0 13F-HR Timeline SUTTON PLACE INVESTORS LLC More: the full row for SUTTON PLACE INVESTORS LLC 20,623 $1.41M 0.77% new 13F-HR Timeline VERUS CAPITAL PARTNERS, LLC More: the full row for VERUS CAPITAL PARTNERS, LLC 20,312 $1.39M 0.1% new 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 20,227 $1.38M 0.02% -4,058 13F-HR Timeline Vann Equity Management LLC More: the full row for Vann Equity Management LLC 20,152 $1.38M 0.98% 13F-HR Timeline Gutierrez Wealth Advisory, LLC More: the full row for Gutierrez Wealth Advisory, LLC 20,140 $1.38M 0.86% 0 13F-HR Timeline NATIXIS ADVISORS, LLC in group Natixis Investment Managers More: the full row for NATIXIS ADVISORS, LLC 20,144 $1.38M <0.01% +5,633 13F-HR Timeline Group FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 19,988 $1.37M 0.06% -1,075 13F-HR Timeline Stonebridge Capital Advisors LLC More: the full row for Stonebridge Capital Advisors LLC 19,825 $1.36M 0.1% -640 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 19,534 $1.34M 0.01% +1,513 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 19,443 $1.33M 0.03% new 13F-HR Timeline Signet Private Wealth LLC More: the full row for Signet Private Wealth LLC 19,141 $1.31M 1.25% new 13F-HR Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 18,990 $1.3M 0.01% 0 13F-HR Timeline Group SCS Capital Management LLC More: the full row for SCS Capital Management LLC 18,983 $1.3M 0.01% 0 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 18,330 $1.26M 0.12% +360 13F-HR Timeline Nicholas Hoffman & Company, LLC. More: the full row for Nicholas Hoffman & Company, LLC. 18,325 $1.25M 0.03% new 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 18,221 $1.25M 0.03% +14,621 13F-HR Timeline ENCOMPASS WEALTH ADVISORS, LLC More: the full row for ENCOMPASS WEALTH ADVISORS, LLC 18,012 $1.23M 0.43% 0 13F-HR Timeline Hopwood Nicholas Hunter More: the full row for Hopwood Nicholas Hunter 17,925 $1.23M 0.39% +3,290 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 17,663 $1.21M 0.01% +2,063 13F-HR Timeline DUDLEY CAPITAL MANAGEMENT, LLC More: the full row for DUDLEY CAPITAL MANAGEMENT, LLC 17,351 $1.19M 0.52% new 13F-HR Timeline Heck Capital Advisors, LLC More: the full row for Heck Capital Advisors, LLC 17,294 $1.18M 0.09% +4,669 13F-HR Timeline POWER WEALTH MANAGEMENT LLC More: the full row for POWER WEALTH MANAGEMENT LLC 17,076 $1.17M 0.44% +152 13F-HR Timeline PETREDIS INVESTMENT ADVISORS LLC More: the full row for PETREDIS INVESTMENT ADVISORS LLC 16,960 $1.16M 0.1% -1,040 13F-HR Timeline Mirador Capital Partners LP More: the full row for Mirador Capital Partners LP 16,685 $1.14M 0.16% +1,624 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 15,802 $1.14M <0.01% +4,653 13F-HR Timeline HIGHLAND CAPITAL MANAGEMENT, LLC More: the full row for HIGHLAND CAPITAL MANAGEMENT, LLC 16,526 $1.13M 0.06% -5,700 13F-HR Timeline Measured Wealth Private Client Group, L… More: the full row for Measured Wealth Private Client Group, LLC 16,307 $1.12M 0.3% +101 13F-HR Timeline First City Capital Management, Inc. More: the full row for First City Capital Management, Inc. 16,250 $1.11M 0.59% +3,845 13F-HR Timeline Jordan Park Group LLC More: the full row for Jordan Park Group LLC 16,000 $1.1M 0.06% 0 13F-HR Timeline High Probability Advisors, LLC More: the full row for High Probability Advisors, LLC 15,964 $1.09M 0.14% +56 13F-HR Timeline Fulton Bank, N.A. More: the full row for Fulton Bank, N.A. 15,609 $1.07M 0.04% new 13F-HR Timeline WASHINGTON CAPITAL MANAGEMENT, INC More: the full row for WASHINGTON CAPITAL MANAGEMENT, INC 15,606 $1.07M 0.9% -18,533 13F-HR Timeline Aries Wealth Management More: the full row for Aries Wealth Management 15,436 $1.06M 0.23% +4,134 13F-HR Timeline IMA Advisory Services, Inc. More: the full row for IMA Advisory Services, Inc. 15,143 $1.04M 0.1% 0 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 15,100 $1.03M 0.02% +1,184 13F-HR/A Timeline BARCLAYS PLC in group BARCLAYS PLC More: the full row for BARCLAYS PLC 15,000 $1.03M <0.01% new 13F-HR Timeline Group PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 14,963 $1.02M <0.01% +7,587 13F-HR Timeline Group Catalina Capital Group, LLC More: the full row for Catalina Capital Group, LLC 14,870 $1.02M 0.62% new 13F-HR Timeline HUDSON EDGE INVESTMENT PARTNERS INC. More: the full row for HUDSON EDGE INVESTMENT PARTNERS INC. 14,722 $1.01M 0.15% new 13F-HR Timeline PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 14,688 $1.01M 0.01% +243 13F-HR Timeline Tempus Wealth Planning, LLC More: the full row for Tempus Wealth Planning, LLC 14,588 $999K 0.23% new 13F-HR Timeline EVOLVE PRIVATE WEALTH, LLC More: the full row for EVOLVE PRIVATE WEALTH, LLC 14,566 $997K 0.05% +2,920 13F-HR Timeline Unconventional Investor, LLC More: the full row for Unconventional Investor, LLC 13,940 $954K 0.45% 0 13F-HR Timeline RDA Financial Network More: the full row for RDA Financial Network 13,900 $952K 0.24% new 13F-HR Timeline Cullen Capital Management, LLC More: the full row for Cullen Capital Management, LLC 13,806 $945K 0.01% -172,394 13F-HR Timeline HARBOR ADVISORY CORP /MA/ More: the full row for HARBOR ADVISORY CORP /MA/ 13,795 $945K 0.28% +6,795 13F-HR Timeline Elevation Wealth Management LLC More: the full row for Elevation Wealth Management LLC 13,760 $942K 0.87% +3,553 13F-HR Timeline Centurion Wealth Management LLC More: the full row for Centurion Wealth Management LLC 13,629 $933K 0.21% new 13F-HR Timeline GatePass Capital, LLC More: the full row for GatePass Capital, LLC 13,507 $925K 0.45% new 13F-HR Timeline Ironwood Investment Counsel, LLC More: the full row for Ironwood Investment Counsel, LLC 13,349 $914K 0.13% 0 13F-HR Timeline Barnes Dennig Private Wealth Management… More: the full row for Barnes Dennig Private Wealth Management LLC 13,199 $904K 0.9% -285 13F-HR Timeline Sanchez Gaunt Capital Management, LLC More: the full row for Sanchez Gaunt Capital Management, LLC 12,961 $887K 0.55% 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 12,917 $884K 0.03% new 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 12,884 $882K 0.02% +2,546 13F-HR Timeline Group Clare Market Investments LLC More: the full row for Clare Market Investments LLC 12,830 $878K 0.18% 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 12,796 $876K 0.01% +12,781 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 12,784 $875K 0.01% 0 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 12,766 $874K 0.01% +6,213 13F-HR Timeline Group STONEHAVEN WEALTH & TAX SOLUTIONS, LLC More: the full row for STONEHAVEN WEALTH & TAX SOLUTIONS, LLC 12,550 $859K 0.76% +505 13F-HR Timeline Pictet North America Advisors SA More: the full row for Pictet North America Advisors SA 12,450 $852K 0.08% 0 13F-HR Timeline Fort Sheridan Advisors LLC More: the full row for Fort Sheridan Advisors LLC 12,417 $850K 0.1% new 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 12,350 $846K 0.03% +7,230 13F-HR Timeline Security National Bank More: the full row for Security National Bank 12,301 $842K 0.12% +1,033 13F-HR Timeline LongView Wealth Management More: the full row for LongView Wealth Management 11,422 $841K 0.21% +3,018 13F-HR Timeline OARSMAN CAPITAL, INC. 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