CHOREO, LLC More: the full row for CHOREO, LLC 12,562 $4.82M 0.07% -4,639 13F-HR Timeline Capital Investment Counsel, LLC More: the full row for Capital Investment Counsel, LLC 12,557 $4.82M 0.8% +1,449 13F-HR Timeline Lorne Steinberg Wealth Management Inc. More: the full row for Lorne Steinberg Wealth Management Inc. 12,545 $4.81M 1.4% +1,829 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 12,522 $4.8M 0.06% -722 13F-HR Timeline AlpenGlobal Capital LLC More: the full row for AlpenGlobal Capital LLC 12,473 $4.78M 3.45% +93 13F-HR Timeline Red Door Wealth Management, LLC More: the full row for Red Door Wealth Management, LLC 12,448 $4.77M 0.71% +1,097 13F-HR Timeline Temasek Holdings (Private) Ltd in group Temasek Holdings (Private) Ltd More: the full row for Temasek Holdings (Private) Ltd 12,416 $4.76M 0.02% -156,825 13F-HR Timeline Group Meiji Yasuda Life Insurance Co group of 2 filers holding More: the full row for Meiji Yasuda Life Insurance Co 12,411 $4.76M -16,710 Timeline SILVERCREST ASSET MANAGEMENT GROUP LLC More: the full row for SILVERCREST ASSET MANAGEMENT GROUP LLC 12,381 $4.75M 0.03% +395 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 12,358 $4.74M 0.12% -2,432 13F-HR Timeline Howard Capital Management, LLC More: the full row for Howard Capital Management, LLC 12,338 $4.73M 0.12% -1,788 13F-HR Timeline SHELL ASSET MANAGEMENT CO More: the full row for SHELL ASSET MANAGEMENT CO 12,278 $4.71M 0.22% -454 13F-HR Timeline Taylor Hoffman Capital Management LLC More: the full row for Taylor Hoffman Capital Management LLC 12,155 $4.66M 1.73% +331 13F-HR Timeline Community Financial Services Group, LLC More: the full row for Community Financial Services Group, LLC 12,045 $4.62M 1% +97 13F-HR Timeline Evergreen Private Wealth LLC More: the full row for Evergreen Private Wealth LLC 12,031 $4.61M 2.16% +594 13F-HR Timeline SVB WEALTH LLC More: the full row for SVB WEALTH LLC 12,028 $4.61M 0.19% -6,036 13F-HR Timeline Global X Japan Co., Ltd. More: the full row for Global X Japan Co., Ltd. 11,978 $4.59M 0.53% +1,250 13F-HR Timeline Ramsay, Stattman, Vela & Price, Inc. More: the full row for Ramsay, Stattman, Vela & Price, Inc. 11,975 $4.59M 0.87% +415 13F-HR Timeline V-Square Quantitative Management LLC More: the full row for V-Square Quantitative Management LLC 11,954 $4.58M 0.67% +453 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 11,914 $4.57M 0.17% -484 13F-HR Timeline HENDLEY & CO INC More: the full row for HENDLEY & CO INC 11,877 $4.55M 1.59% +199 13F-HR Timeline BOSTON RESEARCH & MANAGEMENT INC More: the full row for BOSTON RESEARCH & MANAGEMENT INC 11,874 $4.55M 1.11% +3,808 13F-HR/A Timeline FARMERS TRUST CO More: the full row for FARMERS TRUST CO 11,818 $4.53M 0.85% +409 13F-HR Timeline Essex Financial Services, Inc. group of 2 filers holding More: the full row for Essex Financial Services, Inc. 11,778 $4.52M +147 Timeline Hennion & Walsh Asset Management, Inc. More: the full row for Hennion & Walsh Asset Management, Inc. 11,722 $4.5M 0.2% -396 13F-HR Timeline BDF-GESTION More: the full row for BDF-GESTION 11,712 $4.49M 0.49% 0 13F-HR Timeline Curi Capital, LLC More: the full row for Curi Capital, LLC 11,689 $4.48M 0.11% -4,469 13F-HR Timeline PRAXIS INVESTMENT MANAGEMENT INC More: the full row for PRAXIS INVESTMENT MANAGEMENT INC 11,687 $4.48M 0.3% +9,080 13F-HR Timeline ADVISORS MANAGEMENT GROUP INC /ADV More: the full row for ADVISORS MANAGEMENT GROUP INC /ADV 11,678 $4.48M 0.97% +11,067 13F-HR Timeline CULLINAN ASSOCIATES INC More: the full row for CULLINAN ASSOCIATES INC 11,612 $4.45M 0.31% +15 13F-HR Timeline Nishkama Capital, LLC More: the full row for Nishkama Capital, LLC 11,568 $4.44M 1.86% new 13F-HR Timeline WIMMER ASSOCIATES 1, LLC More: the full row for WIMMER ASSOCIATES 1, LLC 11,132 $4.42M 2.33% -1,077 13F-HR Timeline MARSHALL & SULLIVAN INC /WA/ More: the full row for MARSHALL & SULLIVAN INC /WA/ 11,495 $4.41M 2.24% -17 13F-HR Timeline GILDER GAGNON HOWE & CO LLC More: the full row for GILDER GAGNON HOWE & CO LLC 11,415 $4.38M 0.06% -21,460 13F-HR Timeline Linden Thomas Advisory Services, LLC More: the full row for Linden Thomas Advisory Services, LLC 11,391 $4.37M 0.57% +719 13F-HR Timeline DLK Investment Management, LLC More: the full row for DLK Investment Management, LLC 11,388 $4.37M 1.83% +1,188 13F-HR Timeline GFS Advisors, LLC More: the full row for GFS Advisors, LLC 11,359 $4.36M 0.87% -21 13F-HR Timeline Shorepath Capital Management LLC More: the full row for Shorepath Capital Management LLC 11,351 $4.35M 3.28% +886 13F-HR Timeline AIMZ Investment Advisors, LLC More: the full row for AIMZ Investment Advisors, LLC 11,340 $4.35M 1.52% +5,141 13F-HR Timeline RBA Wealth Management, LLC More: the full row for RBA Wealth Management, LLC 11,337 $4.35M 1.72% +349 13F-HR Timeline TWIN CAPITAL MANAGEMENT INC More: the full row for TWIN CAPITAL MANAGEMENT INC 11,300 $4.33M 0.51% +1,494 13F-HR Timeline Wahed Invest LLC More: the full row for Wahed Invest LLC 11,284 $4.33M 0.75% +159 13F-HR Timeline Core Alternative Capital More: the full row for Core Alternative Capital 11,241 $4.31M 1.04% +11,127 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 11,224 $4.3M 0.13% +1,446 13F-HR Timeline MainStreet Investment Advisors LLC More: the full row for MainStreet Investment Advisors LLC 11,189 $4.29M 0.62% -72 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 11,181 $4.29M 0.11% +680 13F-HR Timeline FARMERS & MERCHANTS TRUST Co OF LONG BE… More: the full row for FARMERS & MERCHANTS TRUST Co OF LONG BEACH 11,159 $4.28M 1.08% -333 13F-HR Timeline Canal Capital Management, LLC More: the full row for Canal Capital Management, LLC 11,141 $4.27M 0.72% +2,248 13F-HR Timeline Sand Hill Global Advisors, LLC More: the full row for Sand Hill Global Advisors, LLC 11,088 $4.25M 0.18% -7,494 13F-HR Timeline SPINNAKER TRUST More: the full row for SPINNAKER TRUST 11,088 $4.25M 0.28% +621 13F-HR Timeline Bey-Douglas LLC More: the full row for Bey-Douglas LLC 11,052 $4.24M 3.87% -103 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 11,046 $4.24M 0.06% +6,288 13F-HR Timeline Group Arlington Trust Co LLC group of 2 filers holding More: the full row for Arlington Trust Co LLC 11,037 $4.23M +575 Timeline OFI INVEST ASSET MANAGEMENT More: the full row for OFI INVEST ASSET MANAGEMENT 11,820 $4.2M 0.11% -1,329 13F-HR Timeline SGL Investment Advisors, Inc. More: the full row for SGL Investment Advisors, Inc. 10,789 $4.14M 2.14% +291 13F-HR Timeline Progressive Investment Management Corp More: the full row for Progressive Investment Management Corp 10,737 $4.12M 1.15% -245 13F-HR Timeline Saranac Partners Ltd More: the full row for Saranac Partners Ltd 10,666 $4.09M 2.33% +1,440 13F-HR Timeline Carmignac Gestion More: the full row for Carmignac Gestion 10,628 $4.08M 0.07% -5,321 13F-HR Timeline Karani Asset Management LLC More: the full row for Karani Asset Management LLC 10,608 $4.07M 4.31% +504 13F-HR Timeline BUTENSKY & COHEN FINANCIAL SECURITY, INC More: the full row for BUTENSKY & COHEN FINANCIAL SECURITY, INC 10,606 $4.07M 1.25% +259 13F-HR Timeline Night Squared LP More: the full row for Night Squared LP 10,586 $4.06M 2.4% 13F-HR/A Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 10,577 $4.06M 0.08% +819 13F-HR Timeline FourThought Financial Partners, LLC More: the full row for FourThought Financial Partners, LLC 10,572 $4.05M 0.42% +455 13F-HR Timeline O'Brien Greene & Co. Inc More: the full row for O'Brien Greene & Co. Inc 10,534 $4.04M 1.36% -25 13F-HR Timeline ATOMVEST Ltd More: the full row for ATOMVEST Ltd 10,500 $4.03M 8.41% -18,300 13F-HR Timeline CastleKnight Management LP More: the full row for CastleKnight Management LP 10,500 $4.03M 0.43% +6,900 13F-HR Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 10,836 $4.02M 0.23% -149 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 10,469 $4.02M 0.06% +332 13F-HR Timeline Group DONALDSON CAPITAL MANAGEMENT, LLC More: the full row for DONALDSON CAPITAL MANAGEMENT, LLC 10,454 $4.01M 0.15% +209 13F-HR Timeline LOGAN CAPITAL MANAGEMENT INC More: the full row for LOGAN CAPITAL MANAGEMENT INC 10,447 $4.01M 0.18% -15,640 13F-HR Timeline Legal Advantage Investments, Inc. More: the full row for Legal Advantage Investments, Inc. 10,433 $4M 2.16% -435 13F-HR Timeline Pacific Sage Partners, LLC More: the full row for Pacific Sage Partners, LLC 10,423 $4M 0.9% +13 13F-HR Timeline Leelyn Smith, LLC More: the full row for Leelyn Smith, LLC 10,414 $3.99M 0.71% +736 13F-HR Timeline Perennial Advisors, LLC More: the full row for Perennial Advisors, LLC 10,376 $3.98M 0.79% +345 13F-HR Timeline UNITED SERVICES AUTOMOBILE ASSOCIATION in group UNITED SERVICES AUTOMOBILE AS… More: the full row for UNITED SERVICES AUTOMOBILE ASSOCIATION 10,255 $3.96M 0.12% 0 13F-HR Timeline Group Capital International Investors group of 3 filers holding More: the full row for Capital International Investors 10,181 $3.9M -18,688 Timeline Versor Investments LP More: the full row for Versor Investments LP 10,151 $3.89M 0.63% +5,016 13F-HR Timeline BAR HARBOR WEALTH MANAGEMENT in group BAR HARBOR WEALTH MANAGEMENT More: the full row for BAR HARBOR WEALTH MANAGEMENT 10,118 $3.88M 0.26% -352 13F-HR Timeline Group Nebula Research & Development LLC More: the full row for Nebula Research & Development LLC 10,113 $3.88M 0.36% +1,465 13F-HR Timeline Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 10,112 $3.88M 0.32% -175 13F-HR Timeline Stonegate Investment Group, LLC More: the full row for Stonegate Investment Group, LLC 10,095 $3.87M 0.1% -534 13F-HR Timeline Fortis Capital Management LLC More: the full row for Fortis Capital Management LLC 10,085 $3.87M 0.75% +499 13F-HR Timeline TRITONPOINT WEALTH, LLC in group TritonPoint Partners, LLC More: the full row for TRITONPOINT WEALTH, LLC 9,959 $3.82M 0.36% +8,334 13F-HR Timeline Group Callan Family Office, LLC More: the full row for Callan Family Office, LLC 9,925 $3.81M 0.29% +500 13F-HR Timeline MIRABELLA FINANCIAL SERVICES LLP More: the full row for MIRABELLA FINANCIAL SERVICES LLP 9,893 $3.8M 0.16% +4,617 13F-HR/A Timeline Meridian Wealth Advisors, LLC More: the full row for Meridian Wealth Advisors, LLC 9,913 $3.8M 0.65% +444 13F-HR Timeline Hillman Capital Management, Inc. More: the full row for Hillman Capital Management, Inc. 9,905 $3.8M 1.87% -335 13F-HR Timeline CHANNEL WEALTH LLC More: the full row for CHANNEL WEALTH LLC 9,843 $3.78M 1.17% new 13F-HR Timeline CW Advisors, LLC More: the full row for CW Advisors, LLC 9,825 $3.77M 0.05% +2,697 13F-HR Timeline Telos Capital Management, Inc. More: the full row for Telos Capital Management, Inc. 9,818 $3.77M 0.41% +1,376 13F-HR Timeline NORTHSTAR ASSET MANAGEMENT Co More: the full row for NORTHSTAR ASSET MANAGEMENT Co 9,765 $3.75M 0.9% -735 13F-HR Timeline Summit Trail Advisors, LLC More: the full row for Summit Trail Advisors, LLC 9,719 $3.73M 0.12% +2,583 13F-HR Timeline Patton Albertson Miller Group, LLC More: the full row for Patton Albertson Miller Group, LLC 9,718 $3.73M 0.55% -3,626 13F-HR/A Timeline First National Trust Co More: the full row for First National Trust Co 9,715 $3.73M 0.15% -5,494 13F-HR Timeline Generali Investments CEE, investicni sp… More: the full row for Generali Investments CEE, investicni spolecnost, a.s. 9,675 $3.71M 0.35% +1,297 13F-HR Timeline FERGUSON WELLMAN CAPITAL MANAGEMENT, INC More: the full row for FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 9,640 $3.7M 0.07% +59 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 9,615 $3.69M 0.18% +378 13F-HR Timeline Group DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 9,612 $3.69M 0.09% +1,390 13F-HR Timeline First Nebraska Trust Co More: the full row for First Nebraska Trust Co 9,575 $3.67M 0.36% +3,574 13F-HR Timeline Avanda Investment Management Pte. Ltd. More: the full row for Avanda Investment Management Pte. Ltd. 9,563 $3.67M 1.3% +90 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 9,557 $3.66M 0.09% +749 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 9,518 $3.65M 0.12% +3,666 13F-HR/A Timeline Mirabaud & Cie SA More: the full row for Mirabaud & Cie SA 9,498 $3.64M 1.24% +2,357 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 9,477 $3.63M 0.08% -2,167 13F-HR Timeline WealthPlan Investment Management, LLC More: the full row for WealthPlan Investment Management, LLC 9,476 $3.63M 0.36% +3,060 13F-HR Timeline Signet Investment Advisory Group, Inc. More: the full row for Signet Investment Advisory Group, Inc. 9,433 $3.62M 1.82% +774 13F-HR Timeline GUARDIAN CAPITAL LP in group GUARDIAN CAPITAL LP More: the full row for GUARDIAN CAPITAL LP 9,425 $3.61M 0.14% new 13F-HR Timeline Group DE BURLO GROUP INC More: the full row for DE BURLO GROUP INC 9,390 $3.6M 0.53% -66 13F-HR Timeline Family Manage LLC More: the full row for Family Manage LLC 9,386 $3.6M 0.59% +8,278 13F-HR Timeline Jackson Hole Capital Partners, LLC More: the full row for Jackson Hole Capital Partners, LLC 9,320 $3.57M 0.71% +4,311 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 9,293 $3.56M 0.11% -25 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 9,240 $3.54M 0.04% +507 13F-HR Timeline Concentrum Wealth Management More: the full row for Concentrum Wealth Management 9,201 $3.53M 1.31% -360 13F-HR Timeline 1832 Asset Management L.P. More: the full row for 1832 Asset Management L.P. 9,180 $3.52M 0.01% -56,858 13F-HR Timeline Knights of Columbus Asset Advisors LLC More: the full row for Knights of Columbus Asset Advisors LLC 9,163 $3.51M 0.24% -3,676 13F-HR Timeline GARDA CAPITAL PARTNERS LP More: the full row for GARDA CAPITAL PARTNERS LP 9,153 $3.51M 1.97% new 13F-HR Timeline JAG CAPITAL MANAGEMENT, LLC More: the full row for JAG CAPITAL MANAGEMENT, LLC 9,102 $3.49M 0.47% -578 13F-HR Timeline Sava Infond d.o.o. More: the full row for Sava Infond d.o.o. 9,095 $3.49M 0.67% +10 13F-HR Timeline Schechter Investment Advisors, LLC More: the full row for Schechter Investment Advisors, LLC 9,029 $3.46M 0.29% -635 13F-HR Timeline SANDER CAPITAL ADVISORS INC More: the full row for SANDER CAPITAL ADVISORS INC 9,013 $3.46M 1.82% -2,891 13F-HR Timeline LAKE STREET PRIVATE WEALTH, LLC More: the full row for LAKE STREET PRIVATE WEALTH, LLC 9,008 $3.45M 0.56% +1,440 13F-HR Timeline VALICENTI ADVISORY SERVICES INC More: the full row for VALICENTI ADVISORY SERVICES INC 9,007 $3.45M 0.89% +1,552 13F-HR Timeline Baker Chad R More: the full row for Baker Chad R 9,000 $3.45M 0.7% 0 13F-HR Timeline Clark Capital Management Group, Inc. More: the full row for Clark Capital Management Group, Inc. 8,951 $3.43M 0.02% +1,694 13F-HR Timeline Jain Global LLC More: the full row for Jain Global LLC 8,946 $3.43M 0.07% +7,713 13F-HR Timeline HARBOR CAPITAL ADVISORS, INC. More: the full row for HARBOR CAPITAL ADVISORS, INC. 8,943 $3.43M 0.16% +3,108 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 9,494 $3.43M 0.02% -4,695 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 8,933 $3.43M 0.13% +4,684 13F-HR Timeline LGT Fund Management Co Ltd. More: the full row for LGT Fund Management Co Ltd. 8,921 $3.42M 0.31% +5,511 13F-HR Timeline Trifecta Capital Advisors, LLC More: the full row for Trifecta Capital Advisors, LLC 8,918 $3.42M 0.72% -450 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 8,877 $3.4M 0.16% +2,364 13F-HR Timeline Purus Wealth Management, LLC More: the full row for Purus Wealth Management, LLC 8,809 $3.38M 1.44% -335 13F-HR Timeline UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT… More: the full row for UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT CO 8,808 $3.38M 0.58% +3,907 13F-HR Timeline Sicart Associates LLC More: the full row for Sicart Associates LLC 8,720 $3.34M 1.16% -95 13F-HR Timeline Meeder Advisory Services, Inc. group of 2 filers holding More: the full row for Meeder Advisory Services, Inc. 8,711 $3.34M -395 Timeline KCM INVESTMENT ADVISORS LLC More: the full row for KCM INVESTMENT ADVISORS LLC 8,707 $3.34M 0.12% -243 13F-HR Timeline PETTYJOHN, WOOD & WHITE, INC More: the full row for PETTYJOHN, WOOD & WHITE, INC 8,700 $3.34M 0.64% +375 13F-HR Timeline LANDSCAPE CAPITAL MANAGEMENT, L.L.C. in group LANDSCAPE CAPITAL MANAGEMENT,… More: the full row for LANDSCAPE CAPITAL MANAGEMENT, L.L.C. 8,689 $3.33M 0.3% +1,094 13F-HR Timeline Group PALISADE CAPITAL MANAGEMENT, LP More: the full row for PALISADE CAPITAL MANAGEMENT, LP 8,654 $3.32M 0.1% 0 13F-HR Timeline AXS Investments LLC More: the full row for AXS Investments LLC 8,644 $3.32M 0.92% +35 13F-HR Timeline ALPS ADVISORS INC in group ALPS ADVISORS INC More: the full row for ALPS ADVISORS INC 8,639 $3.31M 0.02% +1,740 13F-HR Timeline Group CONSCIOUS WEALTH INVESTMENTS, LLC More: the full row for CONSCIOUS WEALTH INVESTMENTS, LLC 8,599 $3.3M 2.29% +3,498 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 8,590 $3.29M 0.03% +379 13F-HR Timeline Y-Intercept (Hong Kong) Ltd More: the full row for Y-Intercept (Hong Kong) Ltd 8,561 $3.28M 0.22% -923 13F-HR Timeline Osprey Private Wealth LLC More: the full row for Osprey Private Wealth LLC 8,522 $3.27M 1.94% +1,490 13F-HR Timeline INSPIRE TRUST CO, N.A. More: the full row for INSPIRE TRUST CO, N.A. 8,500 $3.26M 0.78% +1,500 13F-HR Timeline Forvis Mazars Wealth Advisors, LLC More: the full row for Forvis Mazars Wealth Advisors, LLC 8,435 $3.24M 0.08% +385 13F-HR Timeline SIGMA INVESTMENT COUNSELORS INC More: the full row for SIGMA INVESTMENT COUNSELORS INC 8,367 $3.21M 0.2% -467 13F-HR Timeline Aviance Capital Partners, LLC More: the full row for Aviance Capital Partners, LLC 8,367 $3.21M 0.45% +4,938 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 8,319 $3.19M 0.18% +56 13F-HR Timeline ICON ADVISERS INC/CO More: the full row for ICON ADVISERS INC/CO 8,285 $3.18M 0.74% 0 13F-HR Timeline MCDONALD PARTNERS LLC More: the full row for MCDONALD PARTNERS LLC 8,264 $3.17M 0.83% +12 13F-HR Timeline Onex Canada Asset Management Inc. More: the full row for Onex Canada Asset Management Inc. 8,254 $3.17M 0.41% -22 13F-HR Timeline PLIMOTH TRUST CO LLC More: the full row for PLIMOTH TRUST CO LLC 8,218 $3.15M 0.82% +244 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 8,213 $3.15M 0.08% -907 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 8,201 $3.15M 0.17% +211 13F-HR Timeline Settian Capital LP More: the full row for Settian Capital LP 8,200 $3.14M 2.45% 0 13F-HR Timeline Wealth Advisory Solutions, LLC More: the full row for Wealth Advisory Solutions, LLC 8,197 $3.14M 0.83% +2,268 13F-HR Timeline San Luis Wealth Advisors LLC More: the full row for San Luis Wealth Advisors LLC 8,194 $3.14M 0.71% -186 13F-HR/A Timeline Hixon Zuercher, LLC More: the full row for Hixon Zuercher, LLC 8,159 $3.13M 1.1% +1,267 13F-HR Timeline Systematic Alpha Investments, LLC More: the full row for Systematic Alpha Investments, LLC 8,120 $3.11M 0.12% 0 13F-HR Timeline J. Safra Sarasin Holding AG in group J. Safra Sarasin Holding AG More: the full row for J. Safra Sarasin Holding AG 8,040 $3.11M 0.06% +2,779 13F-HR Timeline Group CYPRESS ASSET MANAGEMENT INC/TX More: the full row for CYPRESS ASSET MANAGEMENT INC/TX 8,096 $3.11M 0.83% -159 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 8,082 $3.1M 0.05% +1,041 13F-HR Timeline HIGHLAND CAPITAL MANAGEMENT, LLC More: the full row for HIGHLAND CAPITAL MANAGEMENT, LLC 8,080 $3.1M 0.19% -2,664 13F-HR Timeline Magellan Asset Management Ltd in group Magellan Asset Management Ltd More: the full row for Magellan Asset Management Ltd 8,080 $3.1M 0.04% +7,936 13F-HR Timeline Group MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 8,054 $3.09M 0.08% +362 13F-HR Timeline Founders Capital Management More: the full row for Founders Capital Management 7,966 $3.06M 1.98% -28 13F-HR Timeline Groupe la Francaise in group Groupe la Francaise More: the full row for Groupe la Francaise 7,729 $3.05M 0.07% -8,197 13F-HR Timeline Group Alliance Wealth Advisors, LLC /UT More: the full row for Alliance Wealth Advisors, LLC /UT 7,948 $3.05M 0.8% -689 13F-HR Timeline SlateStone Wealth, LLC More: the full row for SlateStone Wealth, LLC 7,895 $3.03M 0.3% +647 13F-HR Timeline Formidable Asset Management, LLC More: the full row for Formidable Asset Management, LLC 7,875 $3.02M 0.5% +609 13F-HR Timeline L. Roy Papp & Associates, LLP More: the full row for L. Roy Papp & Associates, LLP 7,873 $3.02M 0.37% 0 13F-HR Timeline PITCAIRN CO in group PITCAIRN CO More: the full row for PITCAIRN CO 7,849 $3.01M 0.18% -4,199 13F-HR Timeline Group CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 7,845 $3.01M 0.09% -710 13F-HR Timeline Group Roberts Wealth Advisors, LLC More: the full row for Roberts Wealth Advisors, LLC 7,799 $2.99M 0.92% +517 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 7,798 $2.99M 0.22% +1,422 13F-HR/A Timeline PETREDIS INVESTMENT ADVISORS LLC More: the full row for PETREDIS INVESTMENT ADVISORS LLC 7,780 $2.98M 0.31% +193 13F-HR Timeline Cyndeo Wealth Partners, LLC More: the full row for Cyndeo Wealth Partners, LLC 7,764 $2.98M 0.2% +216 13F-HR Timeline Harfst & Associates, Inc. More: the full row for Harfst & Associates, Inc. 7,748 $2.97M 0.69% +83 13F-HR Timeline PHYSICIANS FINANCIAL SERVICES, INC. More: the full row for PHYSICIANS FINANCIAL SERVICES, INC. 7,746 $2.97M 0.94% +397 13F-HR/A Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 7,745 $2.97M 0.1% -5,394 13F-HR Timeline OCCUDO QUANTITATIVE STRATEGIES LP More: the full row for OCCUDO QUANTITATIVE STRATEGIES LP 7,693 $2.97M 0.39% new 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 7,733 $2.97M 0.19% 13F-HR Timeline GWN SECURITIES INC. More: the full row for GWN SECURITIES INC. 7,470 $2.96M 0.17% +6,965 13F-HR Timeline Capula Management Ltd in group Capula Management Ltd More: the full row for Capula Management Ltd 7,710 $2.96M 0.02% +4,210 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. MUFG SECURITIES AMERICAS INC. More: the full row for MUFG SECURITIES AMERICAS INC. 7,705 $2.96M 0.34% +1,206 13F-HR Timeline KAVAR CAPITAL PARTNERS GROUP, LLC More: the full row for KAVAR CAPITAL PARTNERS GROUP, LLC 7,665 $2.94M 0.49% +1,375 13F-HR Timeline Geo Capital Gestora de Recursos Ltd More: the full row for Geo Capital Gestora de Recursos Ltd 7,615 $2.92M 4.14% +2,758 13F-HR Timeline McCollum Christoferson Group LLC More: the full row for McCollum Christoferson Group LLC 7,614 $2.92M 0.89% +865 13F-HR Timeline M. Kraus & Co More: the full row for M. Kraus & Co 7,608 $2.92M 0.89% +220 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 7,596 $2.91M 0.39% +70 13F-HR Timeline GS Investments, Inc. More: the full row for GS Investments, Inc. 7,563 $2.9M 1.37% +26 13F-HR Timeline GRANDFIELD & DODD, LLC More: the full row for GRANDFIELD & DODD, LLC 7,539 $2.89M 0.18% -95 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 7,505 $2.88M 0.09% -563 13F-HR Timeline WD RUTHERFORD LLC More: the full row for WD RUTHERFORD LLC 8,207 $2.88M 1.53% -110 13F-HR Timeline Capital Planning Advisors, LLC More: the full row for Capital Planning Advisors, LLC 7,485 $2.87M 0.44% -950 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 7,478 $2.87M 0.11% +285 13F-HR Timeline Promethos Capital, LLC More: the full row for Promethos Capital, LLC 7,465 $2.86M 1.05% -200 13F-HR Timeline KORNITZER CAPITAL MANAGEMENT INC /KS More: the full row for KORNITZER CAPITAL MANAGEMENT INC /KS 7,440 $2.85M 0.06% -2,079 13F-HR Timeline