Investment Management Corp of Ontario More: the full row for Investment Management Corp of Ontario 14,961 $1.66M 0.03% +200 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 14,566 $1.64M 0.92% +175 13F-HR Timeline 626 Financial, LLC More: the full row for 626 Financial, LLC 14,710 $1.64M 0.84% -35 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 14,639 $1.63M 0.05% +69 13F-HR Timeline Mendel Capital Management LLC More: the full row for Mendel Capital Management LLC 14,588 $1.62M 0.98% +1 13F-HR Timeline HIGHLAND CAPITAL MANAGEMENT, LLC More: the full row for HIGHLAND CAPITAL MANAGEMENT, LLC 14,581 $1.62M 0.1% -385 13F-HR Timeline Ridgewood Investments LLC More: the full row for Ridgewood Investments LLC 14,524 $1.61M 0.75% -507 13F-HR Timeline Telos Capital Management, Inc. More: the full row for Telos Capital Management, Inc. 14,472 $1.61M 0.18% 0 13F-HR Timeline Nicholson Wealth Management Group, LLC More: the full row for Nicholson Wealth Management Group, LLC 14,294 $1.59M 1.04% +464 13F-HR Timeline Rice Partnership, LLC More: the full row for Rice Partnership, LLC 14,238 $1.58M 0.32% -800 13F-HR Timeline Pensionfund Sabic in group Pensionfund PDN More: the full row for Pensionfund Sabic 14,200 $1.58M 0.47% -1,800 13F-HR Timeline Group Abbot Financial Management, Inc. More: the full row for Abbot Financial Management, Inc. 14,135 $1.57M 0.82% -500 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 14,101 $1.57M 0.08% -10 13F-HR Timeline Essex Financial Services, Inc. group of 2 filers holding More: the full row for Essex Financial Services, Inc. 13,849 $1.54M +197 Timeline Loudon Investment Management, LLC More: the full row for Loudon Investment Management, LLC 13,791 $1.53M 0.88% -1,120 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 13,784 $1.53M 0.05% +145 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 13,706 $1.52M 0.01% -371 13F-HR Timeline Smith & Howard Wealth Management, LLC More: the full row for Smith & Howard Wealth Management, LLC 13,685 $1.52M 0.42% 0 13F-HR Timeline Oak Asset Management, LLC More: the full row for Oak Asset Management, LLC 13,621 $1.51M 0.56% -75 13F-HR Timeline MONEY CONCEPTS CAPITAL CORP More: the full row for MONEY CONCEPTS CAPITAL CORP 13,563 $1.51M 0.11% +367 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 13,527 $1.5M 0.11% +1,411 13F-HR/A Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 13,389 $1.49M 0.11% -1,010 13F-HR Timeline Cascade Financial Partners, LLC More: the full row for Cascade Financial Partners, LLC 13,352 $1.48M 0.19% -485 13F-HR Timeline Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 13,350 $1.48M 0.12% +652 13F-HR Timeline COMMERZBANK AKTIENGESELLSCHAFT /FI More: the full row for COMMERZBANK AKTIENGESELLSCHAFT /FI 13,185 $1.47M 0.03% +563 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 13,009 $1.45M 0.07% +771 13F-HR Timeline TOWNSQUARE CAPITAL LLC More: the full row for TOWNSQUARE CAPITAL LLC 12,975 $1.44M 0.02% -1,137 13F-HR Timeline Guinness Atkinson Asset Management Inc More: the full row for Guinness Atkinson Asset Management Inc 12,963 $1.44M 0.8% -316 13F-HR Timeline WINCAP FINANCIAL LLC More: the full row for WINCAP FINANCIAL LLC 12,915 $1.44M 1.36% +485 13F-HR Timeline EVENTIDE ASSET MANAGEMENT, LLC More: the full row for EVENTIDE ASSET MANAGEMENT, LLC 13,074 $1.44M 0.03% +5,526 13F-HR Timeline First Bancorp, Inc /ME/ More: the full row for First Bancorp, Inc /ME/ 12,801 $1.42M 0.92% new 13F-HR Timeline Raiffeisen Bank International AG in group Raiffeisen Bank International… More: the full row for Raiffeisen Bank International AG 12,936 $1.42M 0.02% +5,333 13F-HR Timeline Group TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 12,760 $1.42M 0.07% -579 13F-HR Timeline CARY STREET PARTNERS ASSET MANAGEMENT L… group of 2 filers holding More: the full row for CARY STREET PARTNERS ASSET MANAGEMENT LLC 12,701 $1.41M -295 Timeline Curbstone Financial Management Corp More: the full row for Curbstone Financial Management Corp 12,700 $1.41M 0.3% -950 13F-HR Timeline DUNCKER STREETT & CO INC More: the full row for DUNCKER STREETT & CO INC 12,697 $1.41M 0.28% -400 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 12,670 $1.41M 0.02% -161 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 13,096 $1.41M 0.08% -1,560 13F-HR Timeline Redwood Investment Management, LLC in group Redwood Investment Management… More: the full row for Redwood Investment Management, LLC 12,436 $1.38M 0.15% -1,383 13F-HR/A Timeline Group WADDELL & ASSOCIATES, LLC More: the full row for WADDELL & ASSOCIATES, LLC 12,302 $1.37M 0.17% +63 13F-HR/A Timeline OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 12,297 $1.37M 0.04% -6,019 13F-HR Timeline Florida Trust Wealth Management Co More: the full row for Florida Trust Wealth Management Co 12,264 $1.36M 0.04% -2,850 13F-HR Timeline COZAD ASSET MANAGEMENT INC More: the full row for COZAD ASSET MANAGEMENT INC 12,247 $1.36M 0.14% -460 13F-HR Timeline B & T Capital Management DBA Alpha Capi… More: the full row for B & T Capital Management DBA Alpha Capital Management 12,244 $1.36M 0.26% -155 13F-HR Timeline Quantitative Investment Management, LLC More: the full row for Quantitative Investment Management, LLC 12,232 $1.36M 0.13% -9,126 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 12,225 $1.36M 0.02% -169 13F-HR Timeline Legacy Private Trust Co. More: the full row for Legacy Private Trust Co. 12,193 $1.36M 0.09% 0 13F-HR Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 12,119 $1.35M 0.02% -462 13F-HR Timeline Agate Pass Investment Management, LLC More: the full row for Agate Pass Investment Management, LLC 12,102 $1.35M 0.58% -350 13F-HR Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 12,301 $1.34M 0.08% -5,683 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 11,772 $1.31M 0.04% +937 13F-HR Timeline Group Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 11,761 $1.31M 0.11% +4,407 13F-HR Timeline Principle Wealth Partners LLC More: the full row for Principle Wealth Partners LLC 11,739 $1.31M 0.09% 0 13F-HR Timeline Creekmur Asset Management LLC More: the full row for Creekmur Asset Management LLC 11,722 $1.3M 0.27% -5,899 13F-HR Timeline SILVERCREST ASSET MANAGEMENT GROUP LLC More: the full row for SILVERCREST ASSET MANAGEMENT GROUP LLC 11,700 $1.3M 0.01% +535 13F-HR Timeline Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 11,686 $1.3M 0.47% 0 13F-HR Timeline MIZUHO MARKETS AMERICAS LLC in group MIZUHO FINANCIAL GROUP INC More: the full row for MIZUHO MARKETS AMERICAS LLC 11,671 $1.3M 0.03% -12,474 13F-HR Timeline Group Carson Advisory Inc. More: the full row for Carson Advisory Inc. 11,640 $1.29M 0.87% -193 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 11,486 $1.29M 0.03% +2,351 13F-HR Timeline JARISLOWSKY, FRASER Ltd More: the full row for JARISLOWSKY, FRASER Ltd 11,600 $1.29M 0.01% -1,600 13F-HR Timeline Berkeley Capital Partners, LLC More: the full row for Berkeley Capital Partners, LLC 11,587 $1.29M 0.35% -3,984 13F-HR Timeline VeraBank, N.A. More: the full row for VeraBank, N.A. 11,566 $1.29M 0.36% -1,939 13F-HR Timeline Ascentis Wealth Management, LLC group of 2 filers holding More: the full row for Ascentis Wealth Management, LLC 11,465 $1.28M -207 Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 11,444 $1.27M 0.01% +147 13F-HR Timeline Group Verition Fund Management LLC More: the full row for Verition Fund Management LLC 11,427 $1.27M 0.01% +7,480 13F-HR Timeline UNITED SERVICES AUTOMOBILE ASSOCIATION in group UNITED SERVICES AUTOMOBILE AS… More: the full row for UNITED SERVICES AUTOMOBILE ASSOCIATION 11,523 $1.27M 0.04% 0 13F-HR Timeline Group Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 11,340 $1.26M 0.06% 0 13F-HR Timeline Confluence Wealth Services, Inc. More: the full row for Confluence Wealth Services, Inc. 11,598 $1.26M 0.08% +116 13F-HR Timeline ABN AMRO INVESTMENT SOLUTIONS in group ABN AMRO INVESTMENT SOLUTIONS More: the full row for ABN AMRO INVESTMENT SOLUTIONS 11,196 $1.24M 0.03% +1,918 13F-HR Timeline Group Bleakley Financial Group, LLC More: the full row for Bleakley Financial Group, LLC 11,153 $1.24M 0.04% -432 13F-HR Timeline IBEX WEALTH ADVISORS More: the full row for IBEX WEALTH ADVISORS 11,110 $1.24M 0.16% +389 13F-HR Timeline Argent Trust Co More: the full row for Argent Trust Co 11,085 $1.23M 0.05% +200 13F-HR Timeline Cushing Capital Partners, LLC More: the full row for Cushing Capital Partners, LLC 10,954 $1.22M 1.09% +854 13F-HR Timeline Balentine LLC More: the full row for Balentine LLC 10,946 $1.22M 0.05% new 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 10,931 $1.22M 0.06% +266 13F-HR Timeline EXENCIAL WEALTH ADVISORS, LLC More: the full row for EXENCIAL WEALTH ADVISORS, LLC 10,929 $1.22M 0.04% +77 13F-HR Timeline Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 10,900 $1.21M 0.02% -130 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 10,848 $1.21M 0.01% +118 13F-HR Timeline Atria Wealth Solutions, Inc. More: the full row for Atria Wealth Solutions, Inc. 10,818 $1.2M 0.01% -10,920 13F-HR Timeline Bragg Financial Advisors, Inc More: the full row for Bragg Financial Advisors, Inc 10,668 $1.19M 0.05% -125 13F-HR Timeline DB Fitzpatrick & Co, Inc More: the full row for DB Fitzpatrick & Co, Inc 10,643 $1.18M 1.13% -1,371 13F-HR Timeline Aurdan Capital Management, LLC More: the full row for Aurdan Capital Management, LLC 10,600 $1.18M 0.44% 0 13F-HR Timeline Gratus Wealth Advisors, LLC More: the full row for Gratus Wealth Advisors, LLC 10,562 $1.17M 0.19% -136 13F-HR Timeline FSB PREMIER WEALTH MANAGEMENT, INC. More: the full row for FSB PREMIER WEALTH MANAGEMENT, INC. 10,502 $1.17M 0.46% 0 13F-HR Timeline Vienna Powszechne Towarzystwo Emerytaln… More: the full row for Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group 10,499 $1.17M 0.64% -150 13F-HR Timeline ODDO BHF ASSET MANAGEMENT SAS More: the full row for ODDO BHF ASSET MANAGEMENT SAS 10,492 $1.17M 0.05% +4,361 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. ZWJ INVESTMENT COUNSEL INC More: the full row for ZWJ INVESTMENT COUNSEL INC 10,476 $1.16M 0.05% 0 13F-HR Timeline W.H. Cornerstone Investments Inc. More: the full row for W.H. Cornerstone Investments Inc. 10,475 $1.16M 0.8% +55 13F-HR Timeline Encompass More Asset Management More: the full row for Encompass More Asset Management 10,434 $1.16M 0.35% -84 13F-HR Timeline WELLINGTON MANAGEMENT GROUP LLP in group WELLINGTON MANAGEMENT GROUP L… More: the full row for WELLINGTON MANAGEMENT GROUP LLP 10,311 $1.15M <0.01% -621 13F-HR Timeline Group SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 10,255 $1.14M 0.05% +4,278 13F-HR Timeline Group ROCKLAND TRUST CO More: the full row for ROCKLAND TRUST CO 10,224 $1.14M 0.06% 0 13F-HR Timeline 49 WEALTH MANAGEMENT, LLC More: the full row for 49 WEALTH MANAGEMENT, LLC 10,217 $1.14M 0.14% -17 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 10,171 $1.13M 0.01% +1,661 13F-HR Timeline Covenant Asset Management, LLC More: the full row for Covenant Asset Management, LLC 10,160 $1.13M 0.28% 0 13F-HR Timeline SMITHBRIDGE ASSET MANAGEMENT INC/DE More: the full row for SMITHBRIDGE ASSET MANAGEMENT INC/DE 10,150 $1.13M 0.21% 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 10,080 $1.12M 0.02% -167 13F-HR Timeline Goepper Burkhardt LLC More: the full row for Goepper Burkhardt LLC 10,066 $1.12M 0.45% 0 13F-HR Timeline Nilsine Partners, LLC More: the full row for Nilsine Partners, LLC 9,980 $1.11M 0.12% +167 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 9,951 $1.11M 0.04% +997 13F-HR Timeline CAHABA WEALTH MANAGEMENT, INC. More: the full row for CAHABA WEALTH MANAGEMENT, INC. 9,933 $1.1M 0.09% +1 13F-HR Timeline Northstar Financial Companies, Inc. More: the full row for Northstar Financial Companies, Inc. 9,914 $1.1M 1.2% +888 13F-HR Timeline EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 9,863 $1.1M 0.02% +280 13F-HR Timeline FIRETHORN WEALTH PARTNERS, LLC More: the full row for FIRETHORN WEALTH PARTNERS, LLC 9,823 $1.09M 0.52% +855 13F-HR Timeline Callan Family Office, LLC More: the full row for Callan Family Office, LLC 9,801 $1.09M 0.08% -7,549 13F-HR Timeline Cerro Pacific Wealth Advisors LLC More: the full row for Cerro Pacific Wealth Advisors LLC 10,525 $1.09M 0.35% -31 13F-HR Timeline Banque Cantonale Vaudoise in group Banque Cantonale Vaudoise More: the full row for Banque Cantonale Vaudoise 9,772 $1.09M 0.05% 13F-HR Timeline Group OXFORD ASSET MANAGEMENT LLP More: the full row for OXFORD ASSET MANAGEMENT LLP 9,761 $1.09M 0.5% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 9,748 $1.08M 0.02% new 13F-HR Timeline Group Legacy Capital Group California, Inc. More: the full row for Legacy Capital Group California, Inc. 9,738 $1.08M 0.38% +284 13F-HR Timeline DENALI ADVISORS LLC More: the full row for DENALI ADVISORS LLC 9,732 $1.08M 0.12% +704 13F-HR Timeline COLTON GROOME FINANCIAL ADVISORS, LLC More: the full row for COLTON GROOME FINANCIAL ADVISORS, LLC 9,954 $1.08M 0.42% new 13F-HR Timeline EQUITABLE TRUST CO More: the full row for EQUITABLE TRUST CO 9,714 $1.08M 0.06% -995 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 9,703 $1.08M 0.03% +2,886 13F-HR Timeline CAPITAL INSIGHT PARTNERS, LLC More: the full row for CAPITAL INSIGHT PARTNERS, LLC 9,659 $1.07M 0.19% +461 13F-HR Timeline TFB Advisors LLC More: the full row for TFB Advisors LLC 9,607 $1.07M 0.31% -658 13F-HR Timeline WESBANCO BANK INC More: the full row for WESBANCO BANK INC 9,586 $1.07M 0.04% 0 13F-HR Timeline BCM ADVISORS, LLC More: the full row for BCM ADVISORS, LLC 10,069 $1.06M 0.24% +6 13F-HR Timeline Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 9,490 $1.06M <0.01% +1,799 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 9,489 $1.06M 0.03% 0 13F-HR Timeline Vestcor Inc More: the full row for Vestcor Inc 9,450 $1.05M 0.04% +23 13F-HR Timeline Mattern Wealth Management LLC More: the full row for Mattern Wealth Management LLC 9,387 $1.04M 0.23% -536 13F-HR Timeline HCR Wealth Advisors More: the full row for HCR Wealth Advisors 9,328 $1.04M 0.14% +45 13F-HR Timeline HUNTER ASSOCIATES INVESTMENT MANAGEMENT… More: the full row for HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC 9,260 $1.03M 0.16% -300 13F-HR Timeline Kagan Cocozza Asset Management More: the full row for Kagan Cocozza Asset Management 9,204 $1.02M 0.84% -173 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 9,185 $1.02M 0.02% -23 13F-HR Timeline ZACKS INVESTMENT MANAGEMENT More: the full row for ZACKS INVESTMENT MANAGEMENT 9,162 $1.02M 0.01% -10,284 13F-HR Timeline First Nebraska Trust Co More: the full row for First Nebraska Trust Co 9,142 $1.02M 0.1% -25 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 9,137 $1.02M 0.1% +371 13F-HR Timeline Group Tyche Wealth Partners LLC More: the full row for Tyche Wealth Partners LLC 9,130 $1.02M 0.22% -1,437 13F-HR Timeline RIA Advisory Group LLC More: the full row for RIA Advisory Group LLC 9,118 $1.01M 0.33% new 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 9,091 $1.01M 0.06% -126 13F-HR Timeline BIP Alliance, LLC More: the full row for BIP Alliance, LLC 9,060 $1.01M 0.43% -44 13F-HR Timeline Diligent Investors, LLC More: the full row for Diligent Investors, LLC 9,025 $1M 0.24% 0 13F-HR Timeline C2P Capital Advisory Group, LLC d.b.a. … More: the full row for C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 8,875 $998K 0.08% +36 13F-HR Timeline Horizon Investments, LLC More: the full row for Horizon Investments, LLC 8,974 $998K 0.03% +282 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 9,232 $996K 0.11% -5,909 13F-HR Timeline Sienna Gestion More: the full row for Sienna Gestion 9,183 $993K 0.08% 0 13F-HR Timeline Murphy, Middleton, Hinkle & Parker, Inc. More: the full row for Murphy, Middleton, Hinkle & Parker, Inc. 8,922 $992K 0.56% +2 13F-HR Timeline Gradient Investments LLC in group Gradient Investments LLC More: the full row for Gradient Investments LLC 8,915 $991K 0.02% +255 13F-HR Timeline Group Inlet Private Wealth, LLC More: the full row for Inlet Private Wealth, LLC 8,900 $990K 0.26% 0 13F-HR Timeline Petix & Botte Co More: the full row for Petix & Botte Co 8,878 $987K 0.26% -1,150 13F-HR Timeline Dana Investment Advisors, Inc. More: the full row for Dana Investment Advisors, Inc. 8,848 $984K 0.04% 0 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 8,823 $981K 0.03% -129 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 8,805 $979K 0.1% +1,162 13F-HR Timeline Silver Coast Investments LLC More: the full row for Silver Coast Investments LLC 8,786 $977K 0.37% -613 13F-HR Timeline MUFG SECURITIES AMERICAS INC. More: the full row for MUFG SECURITIES AMERICAS INC. 8,761 $974K 0.11% +1,381 13F-HR Timeline BECKER CAPITAL MANAGEMENT INC More: the full row for BECKER CAPITAL MANAGEMENT INC 8,695 $967K 0.03% 0 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 8,671 $964K 0.01% -128 13F-HR Timeline Group Cornerstone Management, Inc. More: the full row for Cornerstone Management, Inc. 8,624 $959K 0.18% 0 13F-HR Timeline NAPATREE CAPITAL LLC More: the full row for NAPATREE CAPITAL LLC 8,607 $957K 0.54% -317 13F-HR Timeline JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 8,569 $953K 0.01% +330 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 8,522 $947K 0.06% +243 13F-HR Timeline Group Wedmont Private Capital More: the full row for Wedmont Private Capital 8,775 $937K 0.05% -34 13F-HR Timeline Carnegie Investment Counsel More: the full row for Carnegie Investment Counsel 9,105 $937K 0.02% +2,403 13F-HR Timeline BEACON INVESTMENT ADVISORY SERVICES, IN… More: the full row for BEACON INVESTMENT ADVISORY SERVICES, INC. 8,407 $935K 0.04% +300 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 8,382 $932K 0.07% +210 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 8,354 $929K 0.01% +7 13F-HR Timeline ADAPT WEALTH ADVISORS, LLC More: the full row for ADAPT WEALTH ADVISORS, LLC 8,324 $926K 0.45% +30 13F-HR Timeline Quantessence Capital LLC More: the full row for Quantessence Capital LLC 8,300 $923K 0.23% +6,201 13F-HR Timeline Hills Bank & Trust Co in group Hills Bank & Trust Co More: the full row for Hills Bank & Trust Co 8,237 $916K 0.06% 0 13F-HR Timeline Group Texas Bank & Trust Co More: the full row for Texas Bank & Trust Co 8,232 $915K 0.39% -1,322 13F-HR Timeline Roxbury Financial LLC More: the full row for Roxbury Financial LLC 8,277 $906K 0.89% -42 13F-HR Timeline Ellevest, Inc. More: the full row for Ellevest, Inc. 8,127 $904K 0.06% +571 13F-HR Timeline BUSH INVESTMENT GROUP, LLC More: the full row for BUSH INVESTMENT GROUP, LLC 8,117 $903K 0.68% +43 13F-HR Timeline Jacksonville Wealth Management, LLC More: the full row for Jacksonville Wealth Management, LLC 8,097 $900K 0.89% 0 13F-HR Timeline DEAN INVESTMENT ASSOCIATES, LLC in group DEAN INVESTMENT ASSOCIATES, L… More: the full row for DEAN INVESTMENT ASSOCIATES, LLC 8,096 $900K 0.13% -305 13F-HR Timeline Group Pinnacle West Asset Management, Inc. More: the full row for Pinnacle West Asset Management, Inc. 8,020 $892K 0.64% -190 13F-HR Timeline Cottage Street Advisors LLC More: the full row for Cottage Street Advisors LLC 8,005 $890K 0.45% 0 13F-HR Timeline Rossmore Private Capital More: the full row for Rossmore Private Capital 8,002 $890K 0.11% +2 13F-HR Timeline TRAN CAPITAL MANAGEMENT, L.P. More: the full row for TRAN CAPITAL MANAGEMENT, L.P. 8,000 $890K 0.12% 0 13F-HR Timeline Ruggaard & Associates LLC More: the full row for Ruggaard & Associates LLC 7,951 $884K 0.39% 0 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 7,880 $876K 0.02% +1,885 13F-HR Timeline Redmond Asset Management, LLC More: the full row for Redmond Asset Management, LLC 7,822 $870K 0.22% 0 13F-HR Timeline SHUFRO ROSE & CO LLC More: the full row for SHUFRO ROSE & CO LLC 7,818 $869K 0.07% 0 13F-HR Timeline Retirement Planning Co of New England, … More: the full row for Retirement Planning Co of New England, Inc. 7,790 $866K 0.43% +134 13F-HR/A Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 7,779 $865K 0.04% new 13F-HR Timeline Fieldview Capital Management, LLC More: the full row for Fieldview Capital Management, LLC 7,718 $858K 0.12% new 13F-HR Timeline Associated Banc-Corp in group Associated Banc-Corp More: the full row for Associated Banc-Corp 7,704 $857K 0.03% +90 13F-HR Timeline Group Valtrion Capital Management, LLC More: the full row for Valtrion Capital Management, LLC 7,697 $856K 1.15% -353 13F-HR Timeline CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 7,689 $855K 0.04% +510 13F-HR Timeline HOWE & RUSLING INC More: the full row for HOWE & RUSLING INC 7,671 $853K 0.07% +80 13F-HR Timeline PETTYJOHN, WOOD & WHITE, INC More: the full row for PETTYJOHN, WOOD & WHITE, INC 7,580 $843K 0.16% -2 13F-HR Timeline Etesian Wealth Advisors, Inc. More: the full row for Etesian Wealth Advisors, Inc. 7,564 $841K 0.36% -741 13F-HR Timeline PRIVATE CLIENT SERVICES, LLC More: the full row for PRIVATE CLIENT SERVICES, LLC 7,558 $840K 0.42% +905 13F-HR Timeline Nicholas Hoffman & Company, LLC. More: the full row for Nicholas Hoffman & Company, LLC. 7,503 $834K 0.03% +3 13F-HR/A Timeline The filing omitted confidential holdings, a later amendment may add them. EPACRIA CAPITAL PARTNERS, LLC More: the full row for EPACRIA CAPITAL PARTNERS, LLC 7,500 $834K 0.68% 0 13F-HR Timeline Ipswich Investment Management Co., Inc. More: the full row for Ipswich Investment Management Co., Inc. 7,410 $824K 0.2% 0 13F-HR Timeline STUDIO INVESTMENT MANAGEMENT LLC More: the full row for STUDIO INVESTMENT MANAGEMENT LLC 7,410 $824K 0.17% -3,688 13F-HR Timeline Richwood Investment Advisors, LLC More: the full row for Richwood Investment Advisors, LLC 7,368 $819K 0.7% -343 13F-HR Timeline Sheaff Brock Investment Advisors, LLC More: the full row for Sheaff Brock Investment Advisors, LLC 7,344 $817K 0.07% 0 13F-HR Timeline Haverford Trust Co More: the full row for Haverford Trust Co 7,340 $816K 0.01% -169 13F-HR Timeline Sand Hill Global Advisors, LLC More: the full row for Sand Hill Global Advisors, LLC 7,333 $815K 0.03% -118 13F-HR Timeline Qtron Investments LLC More: the full row for Qtron Investments LLC 7,314 $813K 0.12% 0 13F-HR Timeline ForthRight Wealth Management, LLC More: the full row for ForthRight Wealth Management, LLC 7,263 $808K 0.27% 0 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 7,210 $802K 0.06% +130 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 7,204 $801K 0.14% 0 13F-HR Timeline Busey Bank More: the full row for Busey Bank 7,177 $798K 0.03% +81 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 7,173 $798K 0.04% -93 13F-HR Timeline Sound Financial Strategies Group, LLC More: the full row for Sound Financial Strategies Group, LLC 7,133 $793K 0.71% -1,143 13F-HR Timeline