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 4,195 $1.45M 0.07% -24 13F-HR Timeline Group EVERETT HARRIS & CO /CA/ More: the full row for EVERETT HARRIS & CO /CA/ 4,193 $1.45M 0.02% -210 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 4,176 $1.44M 0.05% +122 13F-HR Timeline Keeley-Teton Advisors, LLC More: the full row for Keeley-Teton Advisors, LLC 4,163 $1.44M 0.17% +8 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 4,147 $1.43M 0.01% +946 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 4,137 $1.43M 0.16% -336 13F-HR Timeline Group Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 4,094 $1.41M 0.02% +167 13F-HR Timeline Group Horizon Investments, LLC More: the full row for Horizon Investments, LLC 4,084 $1.41M 0.04% +658 13F-HR Timeline Gilbert & Cook, Inc. More: the full row for Gilbert & Cook, Inc. 4,066 $1.4M 0.2% -1,904 13F-HR Timeline HMS Capital Management, LLC More: the full row for HMS Capital Management, LLC 4,512 $1.4M 0.78% -59 13F-HR Timeline SFM, LLC d/b/a Sweeney Financial Adviso… More: the full row for SFM, LLC d/b/a Sweeney Financial Advisors 4,023 $1.39M 1.02% +555 13F-HR Timeline ARROWSTREET CAPITAL, LIMITED PARTNERSHIP in group ARROWSTREET CAPITAL, LIMITED … More: the full row for ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 3,982 $1.37M <0.01% -17,764 13F-HR Timeline Group NVWM, LLC More: the full row for NVWM, LLC 3,977 $1.37M 0.36% -8 13F-HR Timeline MARINO, STRAM & ASSOCIATES LLC More: the full row for MARINO, STRAM & ASSOCIATES LLC 3,963 $1.37M 0.3% +286 13F-HR Timeline Walleye Capital LLC group of 2 filers holding More: the full row for Walleye Capital LLC 3,955 $1.37M -208,934 Timeline Ninety One North America, Inc. More: the full row for Ninety One North America, Inc. 3,931 $1.36M 0.09% -627 13F-HR Timeline AXS Investments LLC More: the full row for AXS Investments LLC 3,913 $1.35M 0.37% -501 13F-HR Timeline Fiduciary Alliance LLC More: the full row for Fiduciary Alliance LLC 3,912 $1.35M 0.13% -642 13F-HR Timeline Connecticut Wealth Management, LLC More: the full row for Connecticut Wealth Management, LLC 3,901 $1.35M 0.07% -166 13F-HR Timeline Lebenthal Global Advisors, LLC in group Lebenthal Global Advisors, LLC More: the full row for Lebenthal Global Advisors, LLC 3,892 $1.34M 0.25% -207 13F-HR Timeline Group Harvest Investment Services, LLC More: the full row for Harvest Investment Services, LLC 3,890 $1.34M 0.37% -10,059 13F-HR Timeline ESSEX INVESTMENT MANAGEMENT CO LLC More: the full row for ESSEX INVESTMENT MANAGEMENT CO LLC 3,887 $1.34M 0.28% +7 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 3,887 $1.34M 0.03% -1,093 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 3,877 $1.34M 0.04% -457 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 3,827 $1.32M 0.02% +24 13F-HR Timeline PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 3,809 $1.31M 0.02% -78 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 3,938 $1.31M 0.01% +228 13F-HR Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 3,781 $1.31M 0.03% +1,783 13F-HR Timeline Group FORTE CAPITAL LLC /ADV More: the full row for FORTE CAPITAL LLC /ADV 3,772 $1.3M 0.15% +114 13F-HR Timeline Quantitative Investment Management, LLC More: the full row for Quantitative Investment Management, LLC 3,759 $1.3M 0.12% new 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 3,767 $1.29M 0.01% -376 13F-HR Timeline Menard Financial Group LLC More: the full row for Menard Financial Group LLC 3,812 $1.29M 0.85% +32 13F-HR Timeline GREENLEAF TRUST More: the full row for GREENLEAF TRUST 3,731 $1.29M 0.01% +421 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 3,671 $1.27M 0.01% -126 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 3,577 $1.23M 0.08% +8 13F-HR Timeline Unigestion Holding SA More: the full row for Unigestion Holding SA 3,565 $1.23M 0.07% -2,036 13F-HR Timeline PROFUND ADVISORS LLC More: the full row for PROFUND ADVISORS LLC 3,549 $1.23M 0.05% -111 13F-HR Timeline TRUSTMARK BANK TRUST DEPARTMENT More: the full row for TRUSTMARK BANK TRUST DEPARTMENT 3,547 $1.22M 0.09% +108 13F-HR Timeline Financial Advocates Investment Manageme… More: the full row for Financial Advocates Investment Management 3,528 $1.22M 0.09% +96 13F-HR Timeline Procyon Advisors, LLC More: the full row for Procyon Advisors, LLC 3,483 $1.2M 0.07% +329 13F-HR Timeline Guinness Atkinson Asset Management Inc More: the full row for Guinness Atkinson Asset Management Inc 3,463 $1.2M 0.67% -990 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 3,576 $1.19M 0.06% +144 13F-HR Timeline Private Advisory Group LLC More: the full row for Private Advisory Group LLC 3,403 $1.17M 0.13% +242 13F-HR Timeline Haverford Trust Co More: the full row for Haverford Trust Co 3,401 $1.17M 0.01% 0 13F-HR Timeline Allred Capital Management, LLC More: the full row for Allred Capital Management, LLC 3,377 $1.17M 0.47% -3 13F-HR Timeline Banque Cantonale Vaudoise in group Banque Cantonale Vaudoise More: the full row for Banque Cantonale Vaudoise 3,347 $1.16M 0.05% 13F-HR Timeline Group GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 3,330 $1.15M 0.16% -112 13F-HR Timeline TFR Capital, LLC. More: the full row for TFR Capital, LLC. 3,305 $1.14M 0.47% +592 13F-HR Timeline VeraBank, N.A. More: the full row for VeraBank, N.A. 3,303 $1.14M 0.32% +3 13F-HR Timeline WORLD EQUITY GROUP, INC. More: the full row for WORLD EQUITY GROUP, INC. 3,307 $1.13M 0.32% +195 13F-HR Timeline Arete Wealth Advisors, LLC More: the full row for Arete Wealth Advisors, LLC 3,286 $1.13M 0.09% -1,391 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 3,279 $1.13M 0.02% +168 13F-HR Timeline Dana Investment Advisors, Inc. More: the full row for Dana Investment Advisors, Inc. 3,264 $1.13M 0.04% -20 13F-HR Timeline Harel Insurance Investments & Financial… in group Harel Insurance Investments &… More: the full row for Harel Insurance Investments & Financial Services Ltd. 3,250 $1.12M 0.01% new 13F-HR Timeline Group Triangle Securities Wealth Management More: the full row for Triangle Securities Wealth Management 3,246 $1.12M 0.29% -17 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Allen Investment Management, LLC in group ALLEN OPERATIONS LLC More: the full row for Allen Investment Management, LLC 3,242 $1.12M 0.01% 0 13F-HR Timeline Group Fosun International Ltd More: the full row for Fosun International Ltd 3,234 $1.12M 0.31% 0 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 3,231 $1.12M 0.1% -154 13F-HR Timeline TRITONPOINT WEALTH, LLC in group TritonPoint Partners, LLC More: the full row for TRITONPOINT WEALTH, LLC 3,187 $1.1M 0.1% +41 13F-HR Timeline Group WBH ADVISORY INC More: the full row for WBH ADVISORY INC 3,168 $1.09M 0.1% -126 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 3,161 $1.09M 0.05% 13F-HR Timeline FINANCIAL COUNSELORS INC More: the full row for FINANCIAL COUNSELORS INC 3,107 $1.07M 0.02% -24 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 3,079 $1.06M 0.01% +861 13F-HR Timeline Northwest & Ethical Investments L.P. More: the full row for Northwest & Ethical Investments L.P. 3,066 $1.06M 0.03% +2,066 13F-HR Timeline Heartland Bank & Trust Co More: the full row for Heartland Bank & Trust Co 3,053 $1.05M 0.54% +518 13F-HR Timeline Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 3,046 $1.05M +603 Timeline CLIFFORD SWAN INVESTMENT COUNSEL LLC More: the full row for CLIFFORD SWAN INVESTMENT COUNSEL LLC 3,024 $1.04M 0.04% +5 13F-HR Timeline Mission Creek Capital Partners, Inc. More: the full row for Mission Creek Capital Partners, Inc. 3,020 $1.04M 0.25% -14,815 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 3,004 $1.04M 0.03% -718 13F-HR Timeline Schechter Investment Advisors, LLC More: the full row for Schechter Investment Advisors, LLC 2,993 $1.03M 0.09% -168 13F-HR Timeline Promus Capital, LLC More: the full row for Promus Capital, LLC 2,982 $1.03M 0.78% +206 13F-HR/A Timeline National Wealth Management Group, LLC More: the full row for National Wealth Management Group, LLC 2,978 $1.03M 0.68% -207 13F-HR Timeline Occidental Asset Management, LLC More: the full row for Occidental Asset Management, LLC 2,945 $1.02M 0.15% +28 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 2,914 $1.01M 0.53% +176 13F-HR Timeline Andra AP-fonden More: the full row for Andra AP-fonden 2,900 $1M 0.02% -12,000 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 2,899 $1M 0.07% +31 13F-HR Timeline ASHTON THOMAS SECURITIES, LLC More: the full row for ASHTON THOMAS SECURITIES, LLC 2,895 $999K 0.28% +108 13F-HR Timeline MASTER'S WEALTH MANAGEMENT INC. More: the full row for MASTER'S WEALTH MANAGEMENT INC. 2,886 $997K 0.52% -24 13F-HR Timeline NewSquare Capital LLC More: the full row for NewSquare Capital LLC 2,884 $996K 0.08% +77 13F-HR Timeline GREAT VALLEY ADVISOR GROUP, INC. in group GREAT VALLEY ADVISOR GROUP, I… More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 2,883 $995K 0.02% -13,464 13F-HR Timeline Group MJP ASSOCIATES INC /ADV More: the full row for MJP ASSOCIATES INC /ADV 2,878 $994K 0.18% -135 13F-HR Timeline Trust Asset Management LLC More: the full row for Trust Asset Management LLC 2,865 $989K 0.08% +461 13F-HR Timeline SAWGRASS ASSET MANAGEMENT LLC More: the full row for SAWGRASS ASSET MANAGEMENT LLC 2,860 $987K 0.12% -243 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 2,858 $987K 0.05% +742 13F-HR Timeline Group D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 2,857 $986K 0.01% -83 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 2,851 $984K 0.04% +1,384 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 2,850 $984K 0.11% 0 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 2,844 $982K 0.03% +470 13F-HR Timeline Group RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 2,818 $973K 0.01% -10 13F-HR Timeline Empower Advisory Group, LLC More: the full row for Empower Advisory Group, LLC 2,818 $973K <0.01% -63 13F-HR Timeline GUYASUTA INVESTMENT ADVISORS INC More: the full row for GUYASUTA INVESTMENT ADVISORS INC 2,800 $967K 0.06% 0 13F-HR Timeline BURNEY CO/ More: the full row for BURNEY CO/ 2,800 $967K 0.04% -40 13F-HR Timeline SCOTIA CAPITAL INC. More: the full row for SCOTIA CAPITAL INC. 2,786 $962K 0.01% -117 13F-HR Timeline PARK NATIONAL CORP /OH/ More: the full row for PARK NATIONAL CORP /OH/ 2,781 $960K 0.04% -20 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 2,746 $948K 0.04% +35 13F-HR Timeline Williamson Legacy Group, LLC More: the full row for Williamson Legacy Group, LLC 2,731 $943K 0.9% new 13F-HR Timeline Avantax Planning Partners, Inc. More: the full row for Avantax Planning Partners, Inc. 2,714 $937K 0.03% -745 13F-HR Timeline Full Sail Capital, LLC More: the full row for Full Sail Capital, LLC 2,710 $936K 0.06% -357 13F-HR Timeline Linscomb Wealth, Inc. More: the full row for Linscomb Wealth, Inc. 2,640 $911K 0.05% +12 13F-HR Timeline Catalina Capital Group, LLC More: the full row for Catalina Capital Group, LLC 2,611 $901K 0.6% -769 13F-HR Timeline Aster Capital Management (DIFC) Ltd More: the full row for Aster Capital Management (DIFC) Ltd 2,649 $895K 0.17% new 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 2,588 $893K 0.05% -1,082 13F-HR Timeline CRAWFORD INVESTMENT COUNSEL INC More: the full row for CRAWFORD INVESTMENT COUNSEL INC 2,581 $891K 0.02% -58 13F-HR Timeline Pinnacle Financial Partners Inc More: the full row for Pinnacle Financial Partners Inc 2,564 $885K 0.02% +224 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 2,562 $885K -119 Timeline NorthCrest Asset Manangement, LLC More: the full row for NorthCrest Asset Manangement, LLC 2,549 $880K 0.03% new 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 2,503 $864K 0.16% -24 13F-HR Timeline Group Bank of New Hampshire More: the full row for Bank of New Hampshire 2,500 $863K 0.23% 0 13F-HR Timeline OKABENA INVESTMENT SERVICES INC More: the full row for OKABENA INVESTMENT SERVICES INC 2,494 $861K 0.22% 0 13F-HR Timeline Clarus Wealth Advisors More: the full row for Clarus Wealth Advisors 2,658 $861K 0.46% -255 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 2,598 $855K 0.05% -116 13F-HR Timeline Florida Trust Wealth Management Co More: the full row for Florida Trust Wealth Management Co 2,476 $855K 0.03% +800 13F-HR Timeline Texas Capital Bancshares Inc/TX More: the full row for Texas Capital Bancshares Inc/TX 2,459 $849K 0.36% 0 13F-HR Timeline Roundview Capital LLC More: the full row for Roundview Capital LLC 2,439 $842K 0.06% +10 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 2,438 $842K 0.01% +58 13F-HR Timeline Bay Colony Advisory Group, Inc d/b/a Ba… More: the full row for Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 2,457 $837K 0.13% -45 13F-HR Timeline Dynasty Wealth Management, LLC More: the full row for Dynasty Wealth Management, LLC 2,423 $837K 0.01% +28 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 2,422 $836K 0.08% 0 13F-HR Timeline Prudent Man Advisors, LLC More: the full row for Prudent Man Advisors, LLC 2,390 $825K 0.3% +72 13F-HR Timeline Foundation Wealth Management, LLC\PA More: the full row for Foundation Wealth Management, LLC\PA 2,384 $823K 0.39% -156 13F-HR Timeline Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 2,453 $819K 0.16% -788 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 2,368 $818K 0.07% +34 13F-HR Timeline Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 2,356 $814K 0.03% +797 13F-HR/A Timeline Live Oak Private Wealth LLC More: the full row for Live Oak Private Wealth LLC 2,344 $809K 0.13% 0 13F-HR Timeline Choate Investment Advisors More: the full row for Choate Investment Advisors 2,339 $808K 0.02% -57 13F-HR Timeline INGALLS & SNYDER LLC More: the full row for INGALLS & SNYDER LLC 2,328 $804K 0.03% +2 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 2,323 $802K 0.01% +454 13F-HR Timeline Group ERn Financial, LLC More: the full row for ERn Financial, LLC 2,319 $800K 0.13% -28 13F-HR Timeline Capital Asset Advisory Services LLC More: the full row for Capital Asset Advisory Services LLC 2,324 $800K 0.04% -32 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 2,300 $794K 0.04% 0 13F-HR Timeline Phocas Financial Corp. More: the full row for Phocas Financial Corp. 2,300 $794K 0.12% 0 13F-HR Timeline Virtue Capital Management, LLC More: the full row for Virtue Capital Management, LLC 2,292 $790K 0.09% -643 13F-HR Timeline SCS Capital Management LLC More: the full row for SCS Capital Management LLC 2,277 $786K 0.01% new 13F-HR/A Timeline Ellevest, Inc. More: the full row for Ellevest, Inc. 2,271 $784K 0.05% +568 13F-HR Timeline STOCK YARDS BANK & TRUST CO More: the full row for STOCK YARDS BANK & TRUST CO 2,269 $783K 0.03% +86 13F-HR Timeline Clarendon Private LLC More: the full row for Clarendon Private LLC 2,267 $783K 0.83% +597 13F-HR Timeline COUNTRY CLUB BANK More: the full row for COUNTRY CLUB BANK 2,277 $776K 0.05% 0 13F-HR Timeline HARTLINE INVESTMENT CORP/ More: the full row for HARTLINE INVESTMENT CORP/ 2,200 $760K 0.1% 0 13F-HR Timeline Clifford Group, LLC More: the full row for Clifford Group, LLC 2,197 $758K 0.71% -122 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 2,175 $751K 0.01% -172 13F-HR Timeline Group PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 2,170 $749K 0.08% +75 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 2,160 $746K 0.15% +346 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 2,156 $744K 0.02% +416 13F-HR Timeline Garde Capital, Inc. More: the full row for Garde Capital, Inc. 2,139 $739K 0.04% +1,139 13F-HR Timeline PITCAIRN CO in group PITCAIRN CO More: the full row for PITCAIRN CO 2,124 $733K 0.04% +60 13F-HR Timeline Group Smithfield Trust Co More: the full row for Smithfield Trust Co 2,123 $733K 0.04% 0 13F-HR Timeline Pathway Financial Advisors LLC More: the full row for Pathway Financial Advisors LLC 2,100 $725K 0.13% 0 13F-HR Timeline V-Square Quantitative Management LLC More: the full row for V-Square Quantitative Management LLC 2,092 $722K 0.11% -174 13F-HR Timeline 44 WEALTH MANAGEMENT LLC More: the full row for 44 WEALTH MANAGEMENT LLC 2,083 $719K 0.27% +71 13F-HR Timeline EDMOND DE ROTHSCHILD HOLDING S.A. in group EDMOND DE ROTHSCHILD HOLDING … More: the full row for EDMOND DE ROTHSCHILD HOLDING S.A. 2,074 $716K 0.01% -228 13F-HR Timeline Group EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 2,071 $715K 0.01% +114 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 2,069 $714K 0.02% +2 13F-HR Timeline Balboa Wealth Partners More: the full row for Balboa Wealth Partners 2,064 $713K 0.17% -186 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 2,061 $711K 0.06% +358 13F-HR Timeline Graypoint LLC More: the full row for Graypoint LLC 2,058 $711K 0.04% +134 13F-HR Timeline Somerset Trust Co More: the full row for Somerset Trust Co 2,041 $705K 0.25% -49 13F-HR Timeline Cynosure Group, LLC More: the full row for Cynosure Group, LLC 2,026 $699K 0.1% -75 13F-HR Timeline NIXON PEABODY TRUST CO More: the full row for NIXON PEABODY TRUST CO 2,025 $699K 0.06% -550 13F-HR Timeline Legacy Capital Wealth Partners, LLC More: the full row for Legacy Capital Wealth Partners, LLC 2,015 $696K 0.17% +104 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 2,011 $694K 0.05% +9 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 2,029 $691K 0.07% +42 13F-HR Timeline Biltmore Family Office, LLC More: the full row for Biltmore Family Office, LLC 2,000 $690K 0.12% 0 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 1,973 $681K 0.03% -113 13F-HR Timeline HORIZON KINETICS ASSET MANAGEMENT LLC More: the full row for HORIZON KINETICS ASSET MANAGEMENT LLC 1,957 $676K 0.01% 0 13F-HR Timeline Qtron Investments LLC More: the full row for Qtron Investments LLC 1,944 $671K 0.1% +484 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 1,944 $671K 0.07% +264 13F-HR Timeline Lantz Financial LLC More: the full row for Lantz Financial LLC 1,943 $671K 0.18% +152 13F-HR Timeline FUKOKU MUTUAL LIFE INSURANCE Co More: the full row for FUKOKU MUTUAL LIFE INSURANCE Co 1,942 $670K 0.05% -40 13F-HR Timeline RiverGlades Family Offices LLC More: the full row for RiverGlades Family Offices LLC 1,940 $670K 0.48% +77 13F-HR Timeline PATRON PARTNERS, LLC More: the full row for PATRON PARTNERS, LLC 1,937 $669K 0.36% +180 13F-HR Timeline PAX Financial Group, LLC More: the full row for PAX Financial Group, LLC 1,936 $668K 0.12% -526 13F-HR Timeline Raiffeisen Bank International AG in group Raiffeisen Bank International… More: the full row for Raiffeisen Bank International AG 1,948 $664K 0.01% +960 13F-HR Timeline Group DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 1,916 $661K 0.16% -13 13F-HR Timeline Kenora Financial, LLC More: the full row for Kenora Financial, LLC 1,915 $661K 0.27% +56 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 1,895 $654K 0.01% +83 13F-HR Timeline Northside Capital Management, LLC More: the full row for Northside Capital Management, LLC 1,891 $653K 0.11% 0 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 1,880 $649K 0.06% +1 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 1,879 $649K 0.01% +897 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 1,854 $640K 0.08% +694 13F-HR Timeline Balyasny Asset Management L.P. in group Balyasny Asset Management More: the full row for Balyasny Asset Management L.P. 1,853 $640K <0.01% -1,317,652 13F-HR Timeline Group SMART Wealth LLC More: the full row for SMART Wealth LLC 1,851 $639K 0.23% +146 13F-HR Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 1,833 $633K 0.29% -1,384 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 1,960 $632K 0.02% +170 13F-HR Timeline Simmons Bank in group Simmons Bank More: the full row for Simmons Bank 1,828 $631K 0.05% +39 13F-HR Timeline Group HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 1,827 $631K <0.01% +134 13F-HR Timeline Group Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 1,824 $630K 0.01% +2 13F-HR Timeline Archford Capital Strategies, LLC More: the full row for Archford Capital Strategies, LLC 1,814 $626K 0.09% +14 13F-HR Timeline Livforsakringsbolaget Skandia, Omsesidi… More: the full row for Livforsakringsbolaget Skandia, Omsesidigt 1,806 $624K 0.04% 0 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 1,790 $618K 0.03% new 13F-HR Timeline Quantum Portfolio Management LLC More: the full row for Quantum Portfolio Management LLC 1,789 $618K 0.31% new 13F-HR Timeline WRAPMANAGER INC More: the full row for WRAPMANAGER INC 1,778 $614K 0.16% -119 13F-HR Timeline COOKSON PEIRCE & CO INC More: the full row for COOKSON PEIRCE & CO INC 1,775 $613K 0.03% +27 13F-HR Timeline CX Institutional More: the full row for CX Institutional 1,769 $611K 0.02% +154 13F-HR Timeline Boston Common Asset Management, LLC More: the full row for Boston Common Asset Management, LLC 1,748 $603K 0.02% 0 13F-HR Timeline McGlone Suttner Wealth Management, Inc. More: the full row for McGlone Suttner Wealth Management, Inc. 1,748 $603K 0.1% -922 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 1,744 $602K 0.03% new 13F-HR Timeline Fortis Capital Advisors, LLC More: the full row for Fortis Capital Advisors, LLC 1,744 $602K 0.12% new 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 1,741 $601K 0.04% -64 13F-HR Timeline Obermeyer Wealth Partners More: the full row for Obermeyer Wealth Partners 1,741 $601K 0.03% -62 13F-HR Timeline Burns Matteson Capital Management, LLC More: the full row for Burns Matteson Capital Management, LLC 1,740 $601K 0.32% +753 13F-HR Timeline