HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 8,051 $2.56M 0.06% +965 13F-HR Timeline UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT… More: the full row for UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT CO 8,047 $2.56M 0.37% +5,835 13F-HR Timeline Winthrop Partners - WNY, LLC More: the full row for Winthrop Partners - WNY, LLC 7,962 $2.53M 1.35% -18 13F-HR Timeline Confluence Wealth Services, Inc. More: the full row for Confluence Wealth Services, Inc. 7,946 $2.53M 0.1% +2,196 13F-HR Timeline FSB PREMIER WEALTH MANAGEMENT, INC. More: the full row for FSB PREMIER WEALTH MANAGEMENT, INC. 7,933 $2.52M 0.79% -1,116 13F-HR Timeline BEACON FINANCIAL GROUP More: the full row for BEACON FINANCIAL GROUP 7,845 $2.5M 0.25% +109 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 7,841 $2.49M 0.09% -1,058 13F-HR Timeline S-Bank Fund Management Ltd More: the full row for S-Bank Fund Management Ltd 7,837 $2.49M 0.37% -885 13F-HR Timeline Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 7,807 $2.48M 0.16% +953 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 7,758 $2.47M 0.13% -67 13F-HR Timeline PEOPLES FINANCIAL SERVICES CORP. More: the full row for PEOPLES FINANCIAL SERVICES CORP. 7,764 $2.47M 1.17% -209 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 7,708 $2.45M 0.07% -25 13F-HR Timeline Financiere des Professionnels - Fonds d… More: the full row for Financiere des Professionnels - Fonds d'investissement inc. 7,693 $2.45M 0.14% -15,422 13F-HR Timeline Tema ETFs LLC More: the full row for Tema ETFs LLC 7,668 $2.44M 0.16% +35 13F-HR Timeline Scott & Selber, Inc. More: the full row for Scott & Selber, Inc. 7,632 $2.43M 0.63% -2 13F-HR Timeline Family Manage LLC More: the full row for Family Manage LLC 7,632 $2.43M 0.29% new 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 7,494 $2.4M 0.01% +4,269 13F-HR Timeline DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 7,527 $2.39M 0.04% +2,025 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 7,511 $2.39M 0.03% +19 13F-HR Timeline UNIVEST FINANCIAL Corp in group UNIVEST FINANCIAL Corp More: the full row for UNIVEST FINANCIAL Corp 7,498 $2.39M 0.13% -907 13F-HR Timeline Group Private Wealth Advisors, LLC More: the full row for Private Wealth Advisors, LLC 7,443 $2.37M 0.67% +6,508 13F-HR Timeline Hills Bank & Trust Co in group Hills Bank & Trust Co More: the full row for Hills Bank & Trust Co 7,354 $2.34M 0.11% -1,019 13F-HR Timeline Group SANDLER CAPITAL MANAGEMENT More: the full row for SANDLER CAPITAL MANAGEMENT 7,338 $2.33M 1.59% new 13F-HR Timeline United Bank More: the full row for United Bank 7,318 $2.33M 0.77% -168 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 7,307 $2.32M 0.08% -65 13F-HR Timeline Group Portland Global Advisors LLC More: the full row for Portland Global Advisors LLC 7,299 $2.32M 0.25% +40 13F-HR Timeline SMART Wealth LLC More: the full row for SMART Wealth LLC 7,277 $2.32M 0.68% new 13F-HR Timeline Nicholson Wealth Management Group, LLC More: the full row for Nicholson Wealth Management Group, LLC 7,247 $2.31M 1.35% -592 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 7,239 $2.3M 0.13% -147 13F-HR Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 7,238 $2.3M 0.03% +222 13F-HR Timeline Group Legal Advantage Investments, Inc. More: the full row for Legal Advantage Investments, Inc. 7,228 $2.3M 1.19% 0 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 7,052 $2.26M 0.06% -1,230 13F-HR Timeline Fideuram Asset Management (Ireland) dac More: the full row for Fideuram Asset Management (Ireland) dac 7,171 $2.25M 0.29% -4,295 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 7,058 $2.25M 0.06% +5,306 13F-HR Timeline Qtron Investments LLC More: the full row for Qtron Investments LLC 7,058 $2.25M 0.3% +2 13F-HR Timeline WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 7,031 $2.24M 0.25% -199 13F-HR Timeline Gratus Wealth Advisors, LLC More: the full row for Gratus Wealth Advisors, LLC 6,906 $2.2M 0.32% -84 13F-HR Timeline TITAN GLOBAL CAPITAL MANAGEMENT USA LLC More: the full row for TITAN GLOBAL CAPITAL MANAGEMENT USA LLC 6,899 $2.19M 0.33% +296 13F-HR Timeline Nan Shan Life Insurance Co., Ltd. More: the full row for Nan Shan Life Insurance Co., Ltd. 6,888 $2.19M 0.08% new 13F-HR Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 6,835 $2.17M 0.02% +96 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 6,819 $2.17M 0.28% +5,849 13F-HR Timeline 111 Capital More: the full row for 111 Capital 6,714 $2.14M 0.53% +2,285 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 6,676 $2.12M 0.02% -750 13F-HR Timeline Stonebrook Private Inc. More: the full row for Stonebrook Private Inc. 6,666 $2.12M 0.45% -231 13F-HR Timeline Stonehage Fleming Financial Services Ho… in group Stonehage Fleming Financial S… More: the full row for Stonehage Fleming Financial Services Holdings Ltd 6,663 $2.12M 0.08% -136 13F-HR Timeline Group NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 6,625 $2.11M 0.03% -4,054 13F-HR Timeline Oak Harvest Investment Services More: the full row for Oak Harvest Investment Services 6,613 $2.1M 0.22% -1,631 13F-HR Timeline CONNABLE OFFICE INC More: the full row for CONNABLE OFFICE INC 6,604 $2.1M 0.21% -3 13F-HR Timeline THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 6,583 $2.09M 0.13% +6 13F-HR Timeline Green Alpha Advisors, LLC More: the full row for Green Alpha Advisors, LLC 6,572 $2.09M 2.06% -88 13F-HR Timeline Capula Management Ltd in group Capula Management Ltd More: the full row for Capula Management Ltd 6,545 $2.08M 0.02% new 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. Caldwell Trust Co More: the full row for Caldwell Trust Co 6,526 $2.08M 0.19% +200 13F-HR Timeline Family Legacy Financial Solutions, LLC More: the full row for Family Legacy Financial Solutions, LLC 9,184 $2.08M 1.68% +5,762 13F-HR Timeline Freemont Management S.A. More: the full row for Freemont Management S.A. 6,500 $2.07M 0.39% -700 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 4,929 $2.05M 0.04% +135 13F-HR Timeline Bridgefront Capital, LLC More: the full row for Bridgefront Capital, LLC 6,446 $2.05M 0.51% new 13F-HR Timeline Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 6,430 $2.05M 0.13% -200 13F-HR Timeline CSU Producer Resources, Inc. More: the full row for CSU Producer Resources, Inc. 6,400 $2.04M 5.84% 0 13F-HR Timeline DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 6,371 $2.03M 0.17% -2 13F-HR Timeline Frec Markets, Inc. in group Frec Markets, Inc. More: the full row for Frec Markets, Inc. 6,355 $2.02M 0.34% +1,573 13F-HR Timeline Group HF Advisory Group, LLC More: the full row for HF Advisory Group, LLC 6,345 $2.02M 0.69% -508 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 6,292 $2M 0.02% +435 13F-HR Timeline US Asset Management LLC More: the full row for US Asset Management LLC 6,284 $2M 1.73% -3 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 6,254 $1.99M 0.04% +174 13F-HR Timeline Briaud Financial Planning Inc More: the full row for Briaud Financial Planning Inc 6,215 $1.98M 0.52% -140 13F-HR Timeline National Wealth Management Group, LLC More: the full row for National Wealth Management Group, LLC 6,149 $1.96M 0.73% -2,133 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 6,115 $1.95M 0.08% -48 13F-HR Timeline Group United Super Pty Ltd in its capacity as… More: the full row for United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund 6,100 $1.94M 0.04% +4,200 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 6,046 $1.92M 0.09% -153 13F-HR Timeline Town & Country Bank & Trust CO dba Firs… More: the full row for Town & Country Bank & Trust CO dba First Bankers Trust CO 6,040 $1.92M 0.65% -2,329 13F-HR Timeline Howard Capital Management, LLC More: the full row for Howard Capital Management, LLC 5,967 $1.9M 0.03% -7,972 13F-HR Timeline Kintegral Advisory, LLC in group Kintegral Advisory, LLC More: the full row for Kintegral Advisory, LLC 5,952 $1.89M 0.18% -264 13F-HR Timeline Group SAXON INTERESTS, INC. More: the full row for SAXON INTERESTS, INC. 5,941 $1.89M 0.65% -1,273 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 5,887 $1.87M 0.06% +959 13F-HR Timeline EPG Wealth Management LLC More: the full row for EPG Wealth Management LLC 5,887 $1.87M 0.51% -39 13F-HR Timeline KING LUTHER CAPITAL MANAGEMENT CORP More: the full row for KING LUTHER CAPITAL MANAGEMENT CORP 5,867 $1.87M 0.01% -100 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 5,842 $1.86M 0.06% -48 13F-HR Timeline XTX Topco Ltd in group XTX Topco Ltd More: the full row for XTX Topco Ltd 5,804 $1.85M 0.03% new 13F-HR Timeline Group SCS Capital Management LLC More: the full row for SCS Capital Management LLC 5,802 $1.85M 0.02% -111 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 5,768 $1.84M 0.07% -724 13F-HR Timeline SIERRA SUMMIT ADVISORS LLC More: the full row for SIERRA SUMMIT ADVISORS LLC 5,698 $1.81M 0.26% +210 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 5,693 $1.81M 0.15% -123 13F-HR Timeline MAGNOLIA CAPITAL ADVISORS LLC More: the full row for MAGNOLIA CAPITAL ADVISORS LLC 5,687 $1.81M 0.36% -1,031 13F-HR Timeline Peoples Bank/KS More: the full row for Peoples Bank/KS 5,667 $1.8M 1.81% -60 13F-HR Timeline TRILLIUM ASSET MANAGEMENT, LLC More: the full row for TRILLIUM ASSET MANAGEMENT, LLC 5,618 $1.79M 0.06% +349 13F-HR Timeline BERKSHIRE ASSET MANAGEMENT LLC/PA More: the full row for BERKSHIRE ASSET MANAGEMENT LLC/PA 5,603 $1.78M 0.08% +54 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 5,568 $1.77M 0.1% +162 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 5,567 $1.77M 0.11% +246 13F-HR Timeline Main Management ETF Advisors, LLC in group Main Management ETF Advisors,… More: the full row for Main Management ETF Advisors, LLC 5,536 $1.76M 0.07% +1,621 13F-HR Timeline Group Trust Asset Management LLC More: the full row for Trust Asset Management LLC 5,524 $1.76M 0.13% 0 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 5,521 $1.76M 0.17% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Fiduciary Group, LLC More: the full row for Fiduciary Group, LLC 5,518 $1.76M 0.15% -27 13F-HR Timeline CULLINAN ASSOCIATES INC More: the full row for CULLINAN ASSOCIATES INC 5,474 $1.74M 0.14% -2,972 13F-HR Timeline Jones Kertz & Associates, Inc. More: the full row for Jones Kertz & Associates, Inc. 5,444 $1.73M 0.92% -15 13F-HR Timeline AssuredPartners Investment Advisors, LLC More: the full row for AssuredPartners Investment Advisors, LLC 5,288 $1.73M 0.19% new 13F-HR Timeline GROUPAMA ASSET MANAGMENT More: the full row for GROUPAMA ASSET MANAGMENT 5,433 $1.73M 0.03% -690 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 5,399 $1.72M 0.04% -23 13F-HR Timeline Atom Investors LP More: the full row for Atom Investors LP 5,389 $1.71M 0.12% new 13F-HR Timeline FIDUCIARY FAMILY OFFICE, LLC More: the full row for FIDUCIARY FAMILY OFFICE, LLC 5,379 $1.71M 0.49% +405 13F-HR Timeline J.Safra Asset Management Corp More: the full row for J.Safra Asset Management Corp 5,350 $1.7M 0.09% +30 13F-HR Timeline Phoenix Financial Ltd. in group Phoenix Financial Ltd. More: the full row for Phoenix Financial Ltd. 5,349 $1.7M 0.02% +631 13F-HR Timeline Group SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 5,324 $1.69M 0.09% -88 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 5,316 $1.69M 0.12% +280 13F-HR Timeline Northstar Advisory Group, LLC More: the full row for Northstar Advisory Group, LLC 5,290 $1.68M 0.64% new 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 5,245 $1.67M 0.04% +3,161 13F-HR/A Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 5,242 $1.67M 0.06% +171 13F-HR Timeline CRUX WEALTH ADVISORS More: the full row for CRUX WEALTH ADVISORS 5,235 $1.67M 0.64% -1,106 13F-HR Timeline Davis Investment Partners, LLC More: the full row for Davis Investment Partners, LLC 5,225 $1.66M 0.59% 0 13F-HR Timeline Sterling Investment Counsel, LLC More: the full row for Sterling Investment Counsel, LLC 5,218 $1.66M 0.47% +225 13F-HR Timeline PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV More: the full row for PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV 5,200 $1.65M 0.47% 0 13F-HR Timeline BNP PARIBAS in group BNP PARIBAS More: the full row for BNP PARIBAS 5,178 $1.65M 0.05% -1,247 13F-HR Timeline Group Evercore Wealth Management, LLC More: the full row for Evercore Wealth Management, LLC 5,177 $1.65M 0.03% 0 13F-HR Timeline Portfolio Design Labs, LLC More: the full row for Portfolio Design Labs, LLC 5,169 $1.64M 0.29% -1,944 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 5,139 $1.63M 0.06% +542 13F-HR Timeline TOWER TRUST & INVESTMENT Co More: the full row for TOWER TRUST & INVESTMENT Co 5,097 $1.62M 1.06% -37 13F-HR Timeline Magnetar Financial LLC in group Magnetar Financial LLC More: the full row for Magnetar Financial LLC 5,337 $1.62M 0.02% new 13F-HR Timeline Group CIDEL ASSET MANAGEMENT INC More: the full row for CIDEL ASSET MANAGEMENT INC 5,055 $1.61M 0.09% +2,687 13F-HR Timeline VIRGINIA WEALTH MANAGEMENT GROUP, INC. More: the full row for VIRGINIA WEALTH MANAGEMENT GROUP, INC. 5,037 $1.6M 0.86% +37 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 4,988 $1.59M 0.03% +86 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 4,969 $1.58M 0.03% +172 13F-HR Timeline CX Institutional More: the full row for CX Institutional 4,952 $1.58M 0.05% -29,416 13F-HR Timeline Avestar Capital, LLC More: the full row for Avestar Capital, LLC 4,938 $1.57M 0.11% -13 13F-HR Timeline Sharkey, Howes & Javer More: the full row for Sharkey, Howes & Javer 4,922 $1.57M 0.21% 0 13F-HR Timeline Unique Wealth Strategies, LLC More: the full row for Unique Wealth Strategies, LLC 4,913 $1.56M 0.64% -2,566 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 4,891 $1.56M 0.06% 0 13F-HR Timeline SHEETS SMITH WEALTH MANAGEMENT More: the full row for SHEETS SMITH WEALTH MANAGEMENT 4,872 $1.55M 0.17% -613 13F-HR Timeline Wealth Intelligence, LLC More: the full row for Wealth Intelligence, LLC 4,862 $1.55M 0.74% -1,429 13F-HR Timeline Petros Family Wealth, LLC More: the full row for Petros Family Wealth, LLC 4,855 $1.54M 1.1% +21 13F-HR Timeline Harbor Group, Inc. More: the full row for Harbor Group, Inc. 4,849 $1.54M 0.22% 0 13F-HR Timeline Karani Asset Management LLC More: the full row for Karani Asset Management LLC 4,832 $1.54M 1.35% new 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 4,815 $1.53M 0.06% +2,487 13F-HR Timeline Group Meridian Wealth Advisors, LLC More: the full row for Meridian Wealth Advisors, LLC 4,813 $1.53M 0.2% +23 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 4,762 $1.51M 0.04% +691 13F-HR Timeline Campbell & CO Investment Adviser LLC More: the full row for Campbell & CO Investment Adviser LLC 4,760 $1.51M 0.09% -13,065 13F-HR Timeline DF DENT & CO INC More: the full row for DF DENT & CO INC 4,751 $1.51M 0.03% -4,473 13F-HR Timeline Fiduciary Alliance LLC More: the full row for Fiduciary Alliance LLC 4,338 $1.51M 0.09% -42 13F-HR Timeline DILLON & ASSOCIATES INC More: the full row for DILLON & ASSOCIATES INC 4,732 $1.5M 0.21% +550 13F-HR Timeline Catalyst Funds Management Pty Ltd More: the full row for Catalyst Funds Management Pty Ltd 4,706 $1.5M 0.25% new 13F-HR Timeline Diversify Advisory Services, LLC group of 2 filers holding More: the full row for Diversify Advisory Services, LLC 3,812 $1.48M +1,825 Timeline PFW Advisors LLC More: the full row for PFW Advisors LLC 4,657 $1.48M 0.47% -556 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 4,650 $1.48M 0.23% -133 13F-HR Timeline Group Aspire Private Capital, LLC More: the full row for Aspire Private Capital, LLC 4,643 $1.48M 0.33% -1,531 13F-HR Timeline Worth Asset Management, LLC More: the full row for Worth Asset Management, LLC 4,614 $1.47M 0.55% new 13F-HR Timeline Texas Capital Bank Wealth Management Se… More: the full row for Texas Capital Bank Wealth Management Services Inc 4,607 $1.47M 0.09% +68 13F-HR Timeline Centiva Capital, LP More: the full row for Centiva Capital, LP 4,578 $1.46M 0.07% +3,396 13F-HR Timeline POTOMAC FUND MANAGEMENT INC /ADV More: the full row for POTOMAC FUND MANAGEMENT INC /ADV 4,554 $1.45M 0.05% -761 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 4,550 $1.45M 0.04% +1,835 13F-HR Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 4,547 $1.45M 0.08% -34 13F-HR Timeline Crew Capital Management, Ltd More: the full row for Crew Capital Management, Ltd 4,541 $1.44M 0.96% -87 13F-HR Timeline Minot DeBlois Advisors LLC More: the full row for Minot DeBlois Advisors LLC 4,518 $1.44M 1.3% +74 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 4,502 $1.43M 0.04% +202 13F-HR Timeline Baron Wealth Management LLC More: the full row for Baron Wealth Management LLC 4,480 $1.43M 0.43% -227 13F-HR Timeline WESBANCO BANK INC More: the full row for WESBANCO BANK INC 4,447 $1.41M 0.04% -289 13F-HR Timeline CANTOR FITZGERALD INVESTMENT ADVISORS L… in group CANTOR FITZGERALD, L. P. More: the full row for CANTOR FITZGERALD INVESTMENT ADVISORS L.P. 4,438 $1.41M 0.1% +7 13F-HR Timeline Group Knollwood Investment Advisory, LLC More: the full row for Knollwood Investment Advisory, LLC 4,419 $1.41M 0.14% 0 13F-HR Timeline HERITAGE INVESTORS MANAGEMENT CORP More: the full row for HERITAGE INVESTORS MANAGEMENT CORP 4,415 $1.41M 0.04% -124 13F-HR Timeline Advisors Asset Management, Inc. More: the full row for Advisors Asset Management, Inc. 4,392 $1.4M 0.02% -1,485 13F-HR Timeline Voleon Capital Management LP More: the full row for Voleon Capital Management LP 4,392 $1.4M 0.03% +1,464 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 4,358 $1.39M 0.02% +687 13F-HR Timeline Group ORSER CAPITAL MANAGEMENT, LLC More: the full row for ORSER CAPITAL MANAGEMENT, LLC 4,352 $1.38M 0.91% +355 13F-HR Timeline NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 4,351 $1.38M 0.13% +724 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 4,352 $1.38M 0.06% +204 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 4,342 $1.38M 0.02% -896 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 4,339 $1.38M 0.04% +1,056 13F-HR/A Timeline Group HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 4,338 $1.38M 0.02% +594 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Baader Bank Aktiengesellschaft More: the full row for Baader Bank Aktiengesellschaft 4,656 $1.37M 0.14% +958 13F-HR Timeline Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 4,307 $1.37M 0.05% -174 13F-HR Timeline Heritage Family Offices, LLP More: the full row for Heritage Family Offices, LLP 4,307 $1.37M 0.61% -986 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 4,288 $1.36M 0.01% -2,600 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 4,275 $1.36M 0.07% -51 13F-HR Timeline Group WESTPAC BANKING CORP in group WESTPAC BANKING CORP More: the full row for WESTPAC BANKING CORP 4,265 $1.36M 0.09% -639 13F-HR Timeline Group Midwest Trust Co More: the full row for Midwest Trust Co 4,257 $1.35M 0.02% -273 13F-HR Timeline Mach-1 Financial Group, LLC More: the full row for Mach-1 Financial Group, LLC 4,238 $1.35M 0.47% -6,393 13F-HR Timeline First Pacific Financial More: the full row for First Pacific Financial 4,232 $1.35M 0.17% -21 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 4,225 $1.34M 0.12% +566 13F-HR Timeline Meadowbrook Advisors Group, LLC More: the full row for Meadowbrook Advisors Group, LLC 4,220 $1.34M 0.8% -45 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 4,214 $1.34M 0.03% -2,482 13F-HR Timeline INCEPTIONR LLC More: the full row for INCEPTIONR LLC 4,177 $1.33M 0.32% +1,318 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 4,136 $1.32M 0.48% 0 13F-HR Timeline Harfst & Associates, Inc. More: the full row for Harfst & Associates, Inc. 4,123 $1.31M 0.23% new 13F-HR Timeline Simmons Bank in group Simmons Bank More: the full row for Simmons Bank 4,118 $1.31M 0.09% +152 13F-HR Timeline Group EXENCIAL WEALTH ADVISORS, LLC More: the full row for EXENCIAL WEALTH ADVISORS, LLC 4,114 $1.31M 0.04% +19 13F-HR Timeline EVOLVE PRIVATE WEALTH, LLC More: the full row for EVOLVE PRIVATE WEALTH, LLC 4,093 $1.3M 0.07% +879 13F-HR Timeline NIA IMPACT ADVISORS, LLC More: the full row for NIA IMPACT ADVISORS, LLC 4,089 $1.3M 0.58% -8,963 13F-HR Timeline Paragon Private Wealth Management, LLC More: the full row for Paragon Private Wealth Management, LLC 4,087 $1.3M 0.41% +108 13F-HR Timeline Cerro Pacific Wealth Advisors LLC More: the full row for Cerro Pacific Wealth Advisors LLC 4,070 $1.29M 0.34% -371 13F-HR Timeline CFS Investment Advisory Services, LLC More: the full row for CFS Investment Advisory Services, LLC 3,471 $1.29M 0.09% +69 13F-HR Timeline CANANDAIGUA NATIONAL CORP in group CANANDAIGUA NATIONAL BANK & T… More: the full row for CANANDAIGUA NATIONAL CORP 4,026 $1.28M 0.11% 13F-HR Timeline Group Fairfield Financial Advisors, LTD More: the full row for Fairfield Financial Advisors, LTD 4,024 $1.28M 0.44% -262 13F-HR Timeline Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 4,020 $1.28M 0.39% +2,460 13F-HR Timeline NAVELLIER & ASSOCIATES INC More: the full row for NAVELLIER & ASSOCIATES INC 3,983 $1.27M 0.13% -39 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 3,983 $1.27M 0.03% -118 13F-HR Timeline Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 3,969 $1.26M 0.18% +502 13F-HR Timeline Bell Bank More: the full row for Bell Bank 3,948 $1.26M 0.05% -984 13F-HR Timeline CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 3,921 $1.25M 0.04% -323 13F-HR Timeline Nippon Life Global Investors Americas, … More: the full row for Nippon Life Global Investors Americas, Inc. 3,910 $1.24M 0.06% new 13F-HR Timeline Asset Management Group, Inc. More: the full row for Asset Management Group, Inc. 3,902 $1.24M 0.2% +11 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 3,875 $1.23M -45 Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 3,874 $1.23M 0.02% -11 13F-HR Timeline Sagewood Asset Management LP More: the full row for Sagewood Asset Management LP 3,871 $1.23M 0.39% +282 13F-HR Timeline