MITCHELL MCLEOD PUGH & WILLIAMS INC More: the full row for MITCHELL MCLEOD PUGH & WILLIAMS INC 14,797 $3.37M 0.54% -79 13F-HR Timeline OVERSEA-CHINESE BANKING Corp Ltd in group OVERSEA-CHINESE BANKING Corp … More: the full row for OVERSEA-CHINESE BANKING Corp Ltd 16,393 $3.34M 0.09% -12,804 13F-HR Timeline Group PALISADE CAPITAL MANAGEMENT, LP More: the full row for PALISADE CAPITAL MANAGEMENT, LP 16,305 $3.34M 0.09% -31 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 16,216 $3.32M 0.05% -174 13F-HR Timeline Karani Asset Management LLC More: the full row for Karani Asset Management LLC 16,201 $3.32M 2.83% +5,740 13F-HR Timeline Limestone Investment Advisors LP More: the full row for Limestone Investment Advisors LP 16,157 $3.31M 1.48% -3,243 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 15,977 $3.27M 0.27% -200 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 15,915 $3.26M 0.05% -708 13F-HR Timeline Harfst & Associates, Inc. More: the full row for Harfst & Associates, Inc. 15,856 $3.25M 0.6% +265 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 15,823 $3.24M 0.07% -8,172 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 15,690 $3.21M 0.17% -10,178 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 15,648 $3.2M 0.05% +4,514 13F-HR Timeline PRUDENTIAL PLC in group PRUDENTIAL PLC More: the full row for PRUDENTIAL PLC 15,569 $3.19M 0.02% -1,602 13F-HR Timeline Group CHATHAM CAPITAL GROUP, INC. More: the full row for CHATHAM CAPITAL GROUP, INC. 15,499 $3.17M 0.46% -436 13F-HR Timeline JT Stratford LLC More: the full row for JT Stratford LLC 15,398 $3.15M 0.42% -1,752 13F-HR Timeline MUFG Securities EMEA plc More: the full row for MUFG Securities EMEA plc 15,360 $3.14M 0.08% -54,041 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 15,310 $3.13M 0.05% +753 13F-HR Timeline CARDIFF PARK ADVISORS, LLC More: the full row for CARDIFF PARK ADVISORS, LLC 15,305 $3.13M 0.24% 0 13F-HR Timeline Clear Harbor Asset Management, LLC More: the full row for Clear Harbor Asset Management, LLC 15,193 $3.11M 0.22% -697 13F-HR/A Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 15,168 $3.11M 0.56% -1,160 13F-HR Timeline GUARDIAN CAPITAL LP in group GUARDIAN CAPITAL LP More: the full row for GUARDIAN CAPITAL LP 15,150 $3.1M 0.1% +190 13F-HR Timeline Group Value Partners Investments Inc. More: the full row for Value Partners Investments Inc. 15,029 $3.08M 0.25% +295 13F-HR Timeline OFI INVEST ASSET MANAGEMENT More: the full row for OFI INVEST ASSET MANAGEMENT 17,579 $3.06M 0.06% -1,299 13F-HR Timeline Zhang Financial LLC More: the full row for Zhang Financial LLC 14,939 $3.06M 0.12% +1,543 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 14,892 $3.05M 0.07% +1,596 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 14,864 $3.04M 0.06% +1,389 13F-HR Timeline XML Financial, LLC More: the full row for XML Financial, LLC 14,842 $3.04M 0.25% +1,273 13F-HR Timeline CFM WEALTH PARTNERS LLC More: the full row for CFM WEALTH PARTNERS LLC 14,716 $3.01M 0.44% 0 13F-HR Timeline CAPE ANN SAVINGS BANK More: the full row for CAPE ANN SAVINGS BANK 14,604 $2.99M 1.6% -2,916 13F-HR Timeline Cascade Investment Advisors, Inc. More: the full row for Cascade Investment Advisors, Inc. 14,602 $2.99M 1.81% +370 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 14,589 $2.99M 0.27% 0 13F-HR Timeline Alaethes Wealth, LLC More: the full row for Alaethes Wealth, LLC 14,545 $2.98M 0.84% +73 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 14,496 $2.97M 0.06% +437 13F-HR Timeline Live Oak Private Wealth LLC More: the full row for Live Oak Private Wealth LLC 14,485 $2.97M 0.41% -94 13F-HR Timeline Insight Inv LLC More: the full row for Insight Inv LLC 14,476 $2.96M 1.74% +3,793 13F-HR Timeline Linden Thomas Advisory Services, LLC More: the full row for Linden Thomas Advisory Services, LLC 14,457 $2.96M 0.3% +342 13F-HR Timeline Green Alpha Advisors, LLC More: the full row for Green Alpha Advisors, LLC 14,440 $2.96M 2.85% -7,221 13F-HR Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 14,405 $2.95M 0.44% +12,688 13F-HR Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 14,340 $2.94M 0.14% +409 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 14,230 $2.91M 0.05% +1,587 13F-HR Timeline Group Buttonwood Financial Advisors Inc. More: the full row for Buttonwood Financial Advisors Inc. 14,176 $2.9M 1% +1,407 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 14,130 $2.89M 0.11% +8,625 13F-HR Timeline Group INTRUST BANK NA More: the full row for INTRUST BANK NA 14,055 $2.88M 0.24% -276 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 14,007 $2.87M 0.15% new 13F-HR Timeline Group Legal Advantage Investments, Inc. More: the full row for Legal Advantage Investments, Inc. 13,881 $2.84M 1.28% +410 13F-HR Timeline EXENCIAL WEALTH ADVISORS, LLC More: the full row for EXENCIAL WEALTH ADVISORS, LLC 13,870 $2.84M 0.09% +3,512 13F-HR Timeline BRIDGEWAY CAPITAL MANAGEMENT, LLC More: the full row for BRIDGEWAY CAPITAL MANAGEMENT, LLC 13,870 $2.84M 0.06% 0 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 13,788 $2.83M 0.17% +3,279 13F-HR Timeline Volterra Technologies LP More: the full row for Volterra Technologies LP 13,754 $2.82M 1.87% new 13F-HR Timeline AlTi Global, Inc. in group AlTi Global, Inc. More: the full row for AlTi Global, Inc. 13,739 $2.81M 0.07% +207 13F-HR Timeline Group Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 13,728 $2.81M 0.1% +5,821 13F-HR Timeline Group GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 13,689 $2.8M 0.1% +7,032 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 13,688 $2.8M 0.26% +390 13F-HR Timeline Drucker Wealth 3.0, LLC More: the full row for Drucker Wealth 3.0, LLC 13,661 $2.8M 0.5% +3,290 13F-HR Timeline CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 13,604 $2.79M 0.1% +29 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 13,581 $2.78M 0.13% -412 13F-HR Timeline 180 WEALTH ADVISORS, LLC More: the full row for 180 WEALTH ADVISORS, LLC 13,573 $2.78M 0.34% +187 13F-HR Timeline BOOTHBAY FUND MANAGEMENT, LLC More: the full row for BOOTHBAY FUND MANAGEMENT, LLC 13,524 $2.77M 0.07% new 13F-HR Timeline Oasis Management Co Ltd. in group Oasis Management Co Ltd. More: the full row for Oasis Management Co Ltd. 13,450 $2.75M 0.47% new 13F-HR Timeline Group Maia Wealth LLC More: the full row for Maia Wealth LLC 11,664 $2.74M 0.46% +2,214 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 13,355 $2.73M 0.07% -394 13F-HR Timeline Annex Advisory Services, LLC More: the full row for Annex Advisory Services, LLC 13,198 $2.7M 0.06% -2,935 13F-HR Timeline Journey Advisory Group, LLC More: the full row for Journey Advisory Group, LLC 13,190 $2.7M 0.2% -181 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 12,761 $2.7M 0.1% +493 13F-HR Timeline WBI INVESTMENTS, LLC in group WBI INVESTMENTS, LLC More: the full row for WBI INVESTMENTS, LLC 13,151 $2.69M 0.69% +1,018 13F-HR Timeline Group Peak Asset Management, LLC More: the full row for Peak Asset Management, LLC 13,008 $2.66M 0.46% +1,988 13F-HR Timeline Maytus Capital Management, LLC More: the full row for Maytus Capital Management, LLC 13,000 $2.66M 0.57% new 13F-HR Timeline Auto-Owners Insurance Co in group Auto-Owners Insurance Co More: the full row for Auto-Owners Insurance Co 13,000 $2.66M 0.07% 0 13F-HR/A Timeline Group Fulcrum Asset Management LLP More: the full row for Fulcrum Asset Management LLP 12,996 $2.66M 0.74% -362 13F-HR/A Timeline Coastal Bridge Advisors, LLC More: the full row for Coastal Bridge Advisors, LLC 12,995 $2.66M 0.2% +113 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 12,977 $2.66M 0.03% +1,039 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 12,911 $2.64M 0.02% +29 13F-HR Timeline Group Fortune Financial Advisors, LLC More: the full row for Fortune Financial Advisors, LLC 12,908 $2.64M 1.99% +258 13F-HR Timeline Broderick Brian C More: the full row for Broderick Brian C 12,878 $2.64M 0.5% +7,555 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 12,832 $2.63M 0.07% +1,786 13F-HR Timeline CAISSE DES DEPOTS ET CONSIGNATIONS More: the full row for CAISSE DES DEPOTS ET CONSIGNATIONS 12,825 $2.63M 0.11% -1,088 13F-HR Timeline Jump Financial, LLC in group Jump Financial, LLC More: the full row for Jump Financial, LLC 12,815 $2.62M 0.03% -22,022 13F-HR/A Timeline Group JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 12,805 $2.62M 0.07% +957 13F-HR Timeline Global Trust Asset Management, LLC More: the full row for Global Trust Asset Management, LLC 12,772 $2.61M 1.18% +115 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 12,733 $2.61M 0.14% +598 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 12,694 $2.6M 0.22% +10 13F-HR Timeline Farringdon Capital, Ltd. More: the full row for Farringdon Capital, Ltd. 12,651 $2.59M 0.66% new 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 12,633 $2.59M 0.07% -561 13F-HR Timeline Pensionfund Sabic in group Pensionfund PDN More: the full row for Pensionfund Sabic 12,600 $2.58M 0.7% 0 13F-HR Timeline Group AIA Group Ltd in group AIA Group Ltd More: the full row for AIA Group Ltd 12,596 $2.58M 0.05% +4,316 13F-HR Timeline Group Triton Financial Group Inc More: the full row for Triton Financial Group Inc 12,560 $2.57M 1.72% +38 13F-HR Timeline STF Management LP More: the full row for STF Management LP 12,551 $2.57M 0.95% -345 13F-HR Timeline SPIRIT OF AMERICA MANAGEMENT CORP/NY More: the full row for SPIRIT OF AMERICA MANAGEMENT CORP/NY 12,520 $2.56M 0.51% 0 13F-HR Timeline ALERUS FINANCIAL NA More: the full row for ALERUS FINANCIAL NA 12,519 $2.56M 0.13% +12,119 13F-HR Timeline Tema ETFs LLC More: the full row for Tema ETFs LLC 12,475 $2.55M 0.21% new 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 12,465 $2.55M 0.06% -2,653 13F-HR Timeline Qtron Investments LLC More: the full row for Qtron Investments LLC 12,369 $2.53M 0.31% 0 13F-HR Timeline RiverPark Advisors, LLC group of 2 filers holding More: the full row for RiverPark Advisors, LLC 12,366 $2.53M -1,449 Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 12,355 $2.53M 0.1% -851 13F-HR Timeline Leibman Financial Services, Inc. More: the full row for Leibman Financial Services, Inc. 12,303 $2.52M 1.91% -2,277 13F-HR Timeline Laird Norton Wetherby Trust Company, LLC in group Laird Norton Wetherby Trust C… More: the full row for Laird Norton Wetherby Trust Company, LLC 12,235 $2.5M 0.43% 0 13F-HR Timeline Group GROUPAMA ASSET MANAGMENT More: the full row for GROUPAMA ASSET MANAGMENT 12,228 $2.5M 0.04% -7,650 13F-HR Timeline Vision Capital Management, Inc. More: the full row for Vision Capital Management, Inc. 12,220 $2.5M 0.31% -353 13F-HR Timeline Horizon Investment Services, LLC More: the full row for Horizon Investment Services, LLC 12,114 $2.48M 0.94% +384 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 12,115 $2.48M 0.38% -212 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 12,096 $2.48M 0.15% +2,793 13F-HR Timeline Kidder Stephen W More: the full row for Kidder Stephen W 12,007 $2.46M 0.7% +7,957 13F-HR Timeline Ally Financial Inc. in group Ally Financial Inc. More: the full row for Ally Financial Inc. 12,000 $2.46M 0.3% 0 13F-HR Timeline Group SPHERA FUNDS MANAGEMENT LTD. group of 2 filers holding More: the full row for SPHERA FUNDS MANAGEMENT LTD. 11,950 $2.45M -31,360 Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 11,926 $2.44M 0.07% +1,458 13F-HR Timeline NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 11,794 $2.41M 0.25% +796 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 11,742 $2.4M 0.11% -451 13F-HR Timeline TECTONIC ADVISORS LLC in group TECTONIC ADVISORS LLC More: the full row for TECTONIC ADVISORS LLC 11,663 $2.39M 0.13% -1,743 13F-HR Timeline Group Fairtree Asset Management (Pty) Ltd More: the full row for Fairtree Asset Management (Pty) Ltd 11,656 $2.39M 1.56% -1,334 13F-HR Timeline Ridgewood Investments LLC More: the full row for Ridgewood Investments LLC 11,625 $2.38M 1% +1,223 13F-HR Timeline Laurion Capital Management LP More: the full row for Laurion Capital Management LP 11,600 $2.37M 0.32% +5,415 13F-HR Timeline HF Advisory Group, LLC More: the full row for HF Advisory Group, LLC 11,552 $2.37M 0.87% +932 13F-HR Timeline EDENTREE ASSET MANAGEMENT Ltd More: the full row for EDENTREE ASSET MANAGEMENT Ltd 11,518 $2.36M 0.57% +750 13F-HR Timeline TOWNSQUARE CAPITAL LLC More: the full row for TOWNSQUARE CAPITAL LLC 11,495 $2.35M 0.36% -6,993 13F-HR Timeline Wealth Management Partners, LLC More: the full row for Wealth Management Partners, LLC 11,459 $2.35M 0.75% +141 13F-HR Timeline Garner Asset Management Corp More: the full row for Garner Asset Management Corp 11,433 $2.34M 0.94% -262 13F-HR Timeline Stenger Family Office, LLC More: the full row for Stenger Family Office, LLC 10,093 $2.33M 0.48% -717 13F-HR Timeline MAIRS & POWER INC More: the full row for MAIRS & POWER INC 11,327 $2.32M 0.02% 0 13F-HR Timeline Texas Bank & Trust Co More: the full row for Texas Bank & Trust Co 11,318 $2.32M 0.88% -62 13F-HR Timeline Hershey Financial Advisers, LLC More: the full row for Hershey Financial Advisers, LLC 11,255 $2.3M 1.98% new 13F-HR Timeline TRUST CO OF OKLAHOMA More: the full row for TRUST CO OF OKLAHOMA 11,233 $2.3M 0.68% +6 13F-HR Timeline SCHNIEDERS CAPITAL MANAGEMENT, LLC. More: the full row for SCHNIEDERS CAPITAL MANAGEMENT, LLC. 11,207 $2.29M 0.41% 13F-HR Timeline TTP Investments, Inc. More: the full row for TTP Investments, Inc. 10,198 $2.28M 0.66% -88 13F-HR Timeline Greenfield Savings Bank More: the full row for Greenfield Savings Bank 11,124 $2.28M 0.96% -367 13F-HR Timeline MOODY NATIONAL BANK TRUST DIVISION in group MOODY NATIONAL BANK TRUST DIV… More: the full row for MOODY NATIONAL BANK TRUST DIVISION 11,058 $2.26M 0.19% -9 13F-HR Timeline Group IMA Advisory Services, Inc. More: the full row for IMA Advisory Services, Inc. 10,985 $2.25M 0.23% +491 13F-HR Timeline Portside Wealth Group, LLC More: the full row for Portside Wealth Group, LLC 10,924 $2.24M 0.31% +216 13F-HR Timeline TRIGLAV INVESTMENTS, D.O.O. More: the full row for TRIGLAV INVESTMENTS, D.O.O. 10,846 $2.22M 0.15% +99 13F-HR Timeline KG Capital Management More: the full row for KG Capital Management 10,837 $2.22M 0.61% +206 13F-HR Timeline Diversify Advisory Services, LLC group of 2 filers holding More: the full row for Diversify Advisory Services, LLC 9,301 $2.21M +125 Timeline Aberdeen Wealth Management LLC More: the full row for Aberdeen Wealth Management LLC 10,799 $2.21M 1.39% +291 13F-HR Timeline S.E.E.D. Planning Group LLC More: the full row for S.E.E.D. Planning Group LLC 10,787 $2.21M 0.64% -501 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 10,766 $2.2M 0.04% -837 13F-HR Timeline Group ADVISORS MANAGEMENT GROUP INC /ADV More: the full row for ADVISORS MANAGEMENT GROUP INC /ADV 10,724 $2.2M 0.39% +629 13F-HR Timeline PATTEN & PATTEN INC/TN More: the full row for PATTEN & PATTEN INC/TN 10,700 $2.19M 0.13% -70 13F-HR Timeline Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 9,757 $2.18M 0.06% -660 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 10,629 $2.18M 0.06% +401 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 10,612 $2.17M 0.03% +150 13F-HR Timeline Roundview Capital LLC More: the full row for Roundview Capital LLC 10,581 $2.17M 0.14% +728 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 10,571 $2.16M 0.08% -746 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 10,558 $2.16M 0.12% +99 13F-HR Timeline LGT Group Foundation in group LGT Group Foundation More: the full row for LGT Group Foundation 9,893 $2.15M 0.02% -3,884 13F-HR Timeline Group RETIREMENT GUYS FORMULA LLC More: the full row for RETIREMENT GUYS FORMULA LLC 10,452 $2.14M 0.75% +266 13F-HR Timeline Dynasty Wealth Management, LLC More: the full row for Dynasty Wealth Management, LLC 10,442 $2.14M 0.03% +5,043 13F-HR Timeline Stiles Financial Services Inc More: the full row for Stiles Financial Services Inc 10,436 $2.14M 0.67% +1,920 13F-HR Timeline Procyon Advisors, LLC More: the full row for Procyon Advisors, LLC 10,411 $2.13M 0.13% -30 13F-HR Timeline TrinityBridge Ltd More: the full row for TrinityBridge Ltd 10,386 $2.13M 0.05% -371 13F-HR Timeline Notis-McConarty Edward More: the full row for Notis-McConarty Edward 10,378 $2.12M 0.99% +6,373 13F-HR Timeline IPG Investment Advisors LLC More: the full row for IPG Investment Advisors LLC 10,330 $2.11M 0.38% new 13F-HR Timeline Klingman & Associates, LLC More: the full row for Klingman & Associates, LLC 10,264 $2.1M 0.11% -8,346 13F-HR Timeline American Money Management, LLC More: the full row for American Money Management, LLC 10,204 $2.09M 0.35% -336 13F-HR Timeline Catalyst Capital Advisors LLC More: the full row for Catalyst Capital Advisors LLC 10,162 $2.08M 0.04% +1,355 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. 10,158 $2.08M 0.13% -3,939 13F-HR Timeline Group StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 10,149 $2.08M 0.09% +83 13F-HR Timeline Group Cottage Street Advisors LLC More: the full row for Cottage Street Advisors LLC 9,963 $2.08M 0.88% +1 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 10,116 $2.07M 0.11% -2,730 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 10,098 $2.07M 0.03% +2,495 13F-HR Timeline Group SHUTTLEWORTH & Co More: the full row for SHUTTLEWORTH & Co 10,098 $2.07M 1.88% 13F-HR Timeline ADVOCATE GROUP LLC More: the full row for ADVOCATE GROUP LLC 10,090 $2.07M 0.34% -10 13F-HR Timeline Nilsine Partners, LLC More: the full row for Nilsine Partners, LLC 10,026 $2.05M 0.18% -18,246 13F-HR Timeline STONERIDGE INVESTMENT PARTNERS LLC More: the full row for STONERIDGE INVESTMENT PARTNERS LLC 9,916 $2.03M 1.39% +3,622 13F-HR Timeline WATERS PARKERSON & CO., LLC More: the full row for WATERS PARKERSON & CO., LLC 9,880 $2.02M 0.1% -175 13F-HR Timeline Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 8,636 $2.01M 0.14% -234 13F-HR Timeline RICHARDS, MERRILL & PETERSON, INC. More: the full row for RICHARDS, MERRILL & PETERSON, INC. 9,811 $2.01M 0.87% +87 13F-HR Timeline Generali Investments, Management Co LLC More: the full row for Generali Investments, Management Co LLC 9,788 $2M 0.42% -42,311 13F-HR Timeline RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 9,776 $2M 0.04% -96 13F-HR Timeline Alexis Investment Partners, LLC More: the full row for Alexis Investment Partners, LLC 9,763 $2M 0.81% +2,144 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 9,766 $2M 0.15% +734 13F-HR Timeline Oak Harvest Investment Services More: the full row for Oak Harvest Investment Services 9,740 $1.99M 0.23% -218 13F-HR Timeline FSB PREMIER WEALTH MANAGEMENT, INC. More: the full row for FSB PREMIER WEALTH MANAGEMENT, INC. 9,730 $1.99M 0.66% +6,662 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 9,697 $1.99M 0.06% +330 13F-HR Timeline DGS Capital Management, LLC in group DGS Capital Management, LLC More: the full row for DGS Capital Management, LLC 9,629 $1.97M 0.36% +734 13F-HR Timeline Group Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 9,613 $1.97M 0.02% +912 13F-HR Timeline Cohen Klingenstein LLC More: the full row for Cohen Klingenstein LLC 9,600 $1.97M 0.06% 0 13F-HR Timeline Carmel Capital Partners, LLC More: the full row for Carmel Capital Partners, LLC 9,562 $1.96M 0.83% -3,327 13F-HR Timeline Portfolio Design Labs, LLC More: the full row for Portfolio Design Labs, LLC 9,561 $1.96M 0.34% +6,356 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 9,518 $1.95M 0.04% +689 13F-HR Timeline Arjuna Capital More: the full row for Arjuna Capital 9,515 $1.95M 0.48% +144 13F-HR Timeline Trust Asset Management LLC More: the full row for Trust Asset Management LLC 9,514 $1.95M 0.13% 0 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 9,498 $1.94M 0.06% +878 13F-HR Timeline Capital Markets Trading UK LLP More: the full row for Capital Markets Trading UK LLP 9,428 $1.93M 1.97% new 13F-HR Timeline Sonora Investment Management Group, LLC More: the full row for Sonora Investment Management Group, LLC 9,394 $1.92M 0.14% +241 13F-HR Timeline Unique Wealth Strategies, LLC More: the full row for Unique Wealth Strategies, LLC 9,384 $1.92M 0.76% -80 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 9,383 $1.92M 0.03% -320 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 9,366 $1.92M 0.12% +2,923 13F-HR Timeline Baker Chad R More: the full row for Baker Chad R 9,360 $1.92M 0.33% new 13F-HR Timeline FOURPATH CAPITAL MANAGEMENT, LLC More: the full row for FOURPATH CAPITAL MANAGEMENT, LLC 9,343 $1.91M 0.27% -45 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 9,317 $1.91M 0.06% +1,406 13F-HR Timeline Bedel Financial Consulting, Inc. More: the full row for Bedel Financial Consulting, Inc. 9,315 $1.91M 0.24% +39 13F-HR Timeline American State Bank (Iowa) More: the full row for American State Bank (Iowa) 9,262 $1.9M 0.97% +111 13F-HR Timeline FORA Capital, LLC More: the full row for FORA Capital, LLC 9,218 $1.89M 0.33% new 13F-HR Timeline Atlas Brown,Inc. More: the full row for Atlas Brown,Inc. 9,203 $1.88M 0.56% +814 13F-HR Timeline Old West Investment Management, LLC More: the full row for Old West Investment Management, LLC 9,200 $1.88M 0.43% new 13F-HR Timeline Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 9,172 $1.88M 0.24% +4,216 13F-HR Timeline Byrne Asset Management LLC More: the full row for Byrne Asset Management LLC 9,168 $1.88M 1.15% -313 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 9,152 $1.87M 0.15% +2,205 13F-HR Timeline ARGUS INVESTORS' COUNSEL, INC. More: the full row for ARGUS INVESTORS' COUNSEL, INC. 9,139 $1.87M 1.49% -54 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 10,207 $1.87M 0.25% -371 13F-HR/A Timeline BURNS J W & CO INC/NY More: the full row for BURNS J W & CO INC/NY 9,118 $1.87M 0.21% +305 13F-HR Timeline TWIN CITY PRIVATE WEALTH, LLC More: the full row for TWIN CITY PRIVATE WEALTH, LLC 9,107 $1.86M 1.46% +396 13F-HR Timeline