Portside Wealth Group, LLC More: the full row for Portside Wealth Group, LLC 8,688 $1.26M 0.21% +1,858 13F-HR/A Timeline Kentucky Trust Co More: the full row for Kentucky Trust Co 8,670 $1.26M 0.75% -397 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 8,664 $1.26M 0.04% +616 13F-HR Timeline Catalyst Capital Advisors LLC More: the full row for Catalyst Capital Advisors LLC 8,645 $1.25M 0.03% +314 13F-HR Timeline PLATINUM INVESTMENT MANAGEMENT LTD More: the full row for PLATINUM INVESTMENT MANAGEMENT LTD 8,620 $1.25M 0.07% +1,084 13F-HR Timeline Provident Co of the Employees of the He… More: the full row for Provident Co of the Employees of the Hebrew University LTD 8,610 $1.25M 1.43% 0 13F-HR Timeline AXS Investments LLC More: the full row for AXS Investments LLC 8,557 $1.24M 0.34% -7,279 13F-HR Timeline Great Lakes Retirement, Inc. More: the full row for Great Lakes Retirement, Inc. 8,552 $1.24M 0.16% -107 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 8,412 $1.22M 0.01% -1,390 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 8,408 $1.22M 0.02% -620 13F-HR Timeline DGS Capital Management, LLC in group DGS Capital Management, LLC More: the full row for DGS Capital Management, LLC 8,397 $1.22M 0.32% +935 13F-HR Timeline Group WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 8,396 $1.22M 0.04% -726 13F-HR Timeline HARTLINE INVESTMENT CORP/ More: the full row for HARTLINE INVESTMENT CORP/ 8,385 $1.22M 0.16% new 13F-HR Timeline Exchange Capital Management, Inc. More: the full row for Exchange Capital Management, Inc. 8,375 $1.22M 0.2% -203 13F-HR Timeline ADIRONDACK TRUST CO More: the full row for ADIRONDACK TRUST CO 8,364 $1.21M 0.47% -25 13F-HR Timeline Ridgewood Investments LLC More: the full row for Ridgewood Investments LLC 8,359 $1.21M 0.57% +2,862 13F-HR Timeline Unique Wealth Strategies, LLC More: the full row for Unique Wealth Strategies, LLC 8,353 $1.21M 0.55% new 13F-HR Timeline DELPHI MANAGEMENT INC /MA/ More: the full row for DELPHI MANAGEMENT INC /MA/ 8,345 $1.21M 1.23% +1,040 13F-HR Timeline Atlas Brown,Inc. More: the full row for Atlas Brown,Inc. 8,314 $1.21M 0.42% -65 13F-HR Timeline First National Trust Co More: the full row for First National Trust Co 8,306 $1.21M 0.05% +232 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 8,303 $1.2M 0.11% +452 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 8,294 $1.2M 0.12% +882 13F-HR Timeline Stablepoint Partners, LLC More: the full row for Stablepoint Partners, LLC 8,249 $1.2M 0.22% +1,551 13F-HR Timeline Capula Management Ltd in group Capula Management Ltd More: the full row for Capula Management Ltd 8,217 $1.19M 0.01% +5,426 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. Waldron Private Wealth LLC More: the full row for Waldron Private Wealth LLC 8,214 $1.19M 0.06% +605 13F-HR Timeline LOS ANGELES CAPITAL MANAGEMENT LLC More: the full row for LOS ANGELES CAPITAL MANAGEMENT LLC 8,211 $1.19M 0.01% -82,220 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 8,202 $1.19M 0.22% -285 13F-HR Timeline Group Avestar Capital, LLC More: the full row for Avestar Capital, LLC 8,192 $1.19M 0.11% -649 13F-HR Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 8,157 $1.18M 0.18% +2,417 13F-HR Timeline Concentric Capital Strategies, LP More: the full row for Concentric Capital Strategies, LP 8,150 $1.18M 0.12% new 13F-HR Timeline 44 WEALTH MANAGEMENT LLC More: the full row for 44 WEALTH MANAGEMENT LLC 8,148 $1.18M 0.44% +786 13F-HR Timeline AFFINITY INVESTMENT ADVISORS, LLC More: the full row for AFFINITY INVESTMENT ADVISORS, LLC 8,146 $1.18M 0.96% +964 13F-HR Timeline TEALWOOD ASSET MANAGEMENT INC More: the full row for TEALWOOD ASSET MANAGEMENT INC 8,121 $1.18M 0.55% -30 13F-HR Timeline Wynn Capital, LLC More: the full row for Wynn Capital, LLC 8,105 $1.18M 0.7% +162 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 8,100 $1.18M 0.13% -1,155 13F-HR Timeline Byrne Asset Management LLC More: the full row for Byrne Asset Management LLC 8,062 $1.17M 0.86% -821 13F-HR Timeline Naviter Wealth, LLC More: the full row for Naviter Wealth, LLC 8,037 $1.17M 0.14% -30 13F-HR Timeline L2 Asset Management, LLC More: the full row for L2 Asset Management, LLC 7,996 $1.16M 0.24% -7,115 13F-HR Timeline DENALI ADVISORS LLC More: the full row for DENALI ADVISORS LLC 7,992 $1.16M 0.13% -157 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 7,975 $1.16M 0.04% +733 13F-HR Timeline Florida Trust Wealth Management Co More: the full row for Florida Trust Wealth Management Co 7,931 $1.15M 0.04% -831 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 7,878 $1.14M 0.1% +1,232 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 7,849 $1.14M 0.08% +146 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 7,792 $1.13M 0.07% +1,436 13F-HR Timeline Balboa Wealth Partners More: the full row for Balboa Wealth Partners 7,771 $1.13M 0.27% -76 13F-HR Timeline Chesley Taft & Associates LLC More: the full row for Chesley Taft & Associates LLC 7,732 $1.12M 0.05% 0 13F-HR Timeline First Affirmative Financial Network More: the full row for First Affirmative Financial Network 7,708 $1.12M 0.69% +212 13F-HR Timeline PRENTISS SMITH & CO INC More: the full row for PRENTISS SMITH & CO INC 7,669 $1.11M 0.72% new 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 7,653 $1.11M 0.06% +245 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 7,633 $1.11M 1.09% -7,103 13F-HR Timeline Stiles Financial Services Inc More: the full row for Stiles Financial Services Inc 7,627 $1.11M 0.42% +1,494 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 7,595 $1.11M 0.03% -238 13F-HR Timeline GraniteShares Advisors LLC More: the full row for GraniteShares Advisors LLC 7,611 $1.1M 0.7% +33 13F-HR Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 7,605 $1.1M 0.01% +1,095 13F-HR Timeline Group CSS LLC/IL More: the full row for CSS LLC/IL 7,600 $1.1M 0.08% +1,530 13F-HR Timeline Ipswich Investment Management Co., Inc. More: the full row for Ipswich Investment Management Co., Inc. 7,596 $1.1M 0.27% -20 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 7,573 $1.1M 0.02% -1,093 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 7,568 $1.1M 0.04% +1,230 13F-HR Timeline Private Wealth Advisors, LLC More: the full row for Private Wealth Advisors, LLC 7,561 $1.1M 0.46% new 13F-HR Timeline Jump Financial, LLC in group Jump Financial, LLC More: the full row for Jump Financial, LLC 7,543 $1.09M 0.02% +2,714 13F-HR/A Timeline Group OKABENA INVESTMENT SERVICES INC More: the full row for OKABENA INVESTMENT SERVICES INC 7,500 $1.09M 0.27% -101 13F-HR Timeline BAR HARBOR WEALTH MANAGEMENT in group BAR HARBOR WEALTH MANAGEMENT More: the full row for BAR HARBOR WEALTH MANAGEMENT 7,474 $1.08M 0.07% -93 13F-HR Timeline Group PITCAIRN CO in group PITCAIRN CO More: the full row for PITCAIRN CO 7,468 $1.08M 0.07% -500 13F-HR Timeline Group Bridgefront Capital, LLC More: the full row for Bridgefront Capital, LLC 7,435 $1.08M 0.31% +3,638 13F-HR Timeline Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 7,430 $1.08M 0.04% -8,896 13F-HR Timeline MOSAIC FAMILY WEALTH PARTNERS, LLC More: the full row for MOSAIC FAMILY WEALTH PARTNERS, LLC 7,402 $1.07M 0.15% -9 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 6,873 $1.07M 0.04% +1,178 13F-HR Timeline MAIRS & POWER INC More: the full row for MAIRS & POWER INC 7,377 $1.07M 0.01% -100 13F-HR Timeline WFA Asset Management Corp More: the full row for WFA Asset Management Corp 5,189 $1.07M 0.56% -33 13F-HR Timeline Wilson & Boucher Capital Management, LLC More: the full row for Wilson & Boucher Capital Management, LLC 7,364 $1.07M 0.8% -200 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 7,362 $1.07M 0.02% new 13F-HR Timeline Group Bank of New Hampshire More: the full row for Bank of New Hampshire 7,355 $1.07M 0.28% +357 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 7,343 $1.07M 0.14% -45 13F-HR Timeline Hardy Reed LLC More: the full row for Hardy Reed LLC 7,324 $1.06M 0.09% +71 13F-HR Timeline Callan Family Office, LLC More: the full row for Callan Family Office, LLC 7,291 $1.06M 0.08% +493 13F-HR Timeline Rede Wealth, LLC More: the full row for Rede Wealth, LLC 7,265 $1.05M 0.37% 0 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 7,246 $1.05M 0.05% +184 13F-HR Timeline Wisconsin Wealth Advisors, LLC More: the full row for Wisconsin Wealth Advisors, LLC 7,208 $1.05M 1.5% +1,118 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 7,205 $1.05M 0.06% -25 13F-HR Timeline Nautilus Advisors LLC More: the full row for Nautilus Advisors LLC 7,185 $1.04M 0.86% -268 13F-HR Timeline Americana Partners, LLC More: the full row for Americana Partners, LLC 7,142 $1.04M 0.04% -3,716 13F-HR Timeline SG Americas Securities, LLC More: the full row for SG Americas Securities, LLC 7,134 $1.03M <0.01% -31,210 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 7,109 $1.03M 0.01% +224 13F-HR Timeline Welch & Forbes LLC More: the full row for Welch & Forbes LLC 7,100 $1.03M 0.01% -156 13F-HR Timeline BOSTON FAMILY OFFICE LLC More: the full row for BOSTON FAMILY OFFICE LLC 7,096 $1.03M 0.07% +2,600 13F-HR Timeline TANAKA CAPITAL MANAGEMENT INC More: the full row for TANAKA CAPITAL MANAGEMENT INC 7,083 $1.03M 2.45% +17 13F-HR Timeline FCG Investment Co More: the full row for FCG Investment Co 7,072 $1.03M 0.64% +3,403 13F-HR Timeline ARVEST INVESTMENTS, INC. More: the full row for ARVEST INVESTMENTS, INC. 7,042 $1.02M 0.16% +2,101 13F-HR Timeline My Personal CFO, LLC More: the full row for My Personal CFO, LLC 7,031 $1.02M 0.51% -28 13F-HR Timeline SOL Capital Management CO More: the full row for SOL Capital Management CO 7,029 $1.02M 0.11% 0 13F-HR Timeline Graypoint LLC More: the full row for Graypoint LLC 7,020 $1.02M 0.06% -57 13F-HR Timeline McGlone Suttner Wealth Management, Inc. More: the full row for McGlone Suttner Wealth Management, Inc. 7,020 $1.02M 0.17% -682 13F-HR Timeline Obermeyer Wealth Partners More: the full row for Obermeyer Wealth Partners 7,020 $1.02M 0.05% -12 13F-HR Timeline EPG Wealth Management LLC More: the full row for EPG Wealth Management LLC 6,953 $1.01M 0.28% +830 13F-HR Timeline Elevated Capital Advisors, LLC More: the full row for Elevated Capital Advisors, LLC 6,943 $1.01M 0.28% -210 13F-HR Timeline Dynasty Wealth Management, LLC More: the full row for Dynasty Wealth Management, LLC 6,937 $1.01M 0.02% +825 13F-HR Timeline EAGLE HARBOR ASSET MANAGEMENT INC /ADV More: the full row for EAGLE HARBOR ASSET MANAGEMENT INC /ADV 6,895 $1M 1.02% 0 13F-HR Timeline TOUNJIAN ADVISORY PARTNERS, LLC More: the full row for TOUNJIAN ADVISORY PARTNERS, LLC 6,876 $998K 0.19% 13F-HR Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 6,848 $994K 0.01% -6,066 13F-HR Timeline STOCK YARDS BANK & TRUST CO More: the full row for STOCK YARDS BANK & TRUST CO 6,840 $993K 0.04% -158 13F-HR Timeline BLI - Banque de Luxembourg Investments More: the full row for BLI - Banque de Luxembourg Investments 6,845 $991K 0.03% -700 13F-HR Timeline Bulltick Wealth Management, LLC More: the full row for Bulltick Wealth Management, LLC 6,828 $990K 0.26% new 13F-HR Timeline Mission Creek Capital Partners, Inc. More: the full row for Mission Creek Capital Partners, Inc. 9,502 $987K 0.24% -3,492 13F-HR Timeline M & L Capital Management Ltd More: the full row for M & L Capital Management Ltd 6,800 $987K 0.3% 0 13F-HR Timeline Pine Haven Investment Counsel, Inc More: the full row for Pine Haven Investment Counsel, Inc 6,775 $983K 0.83% -260 13F-HR Timeline Fairtree Asset Management (Pty) Ltd More: the full row for Fairtree Asset Management (Pty) Ltd 6,730 $977K 0.79% +3,974 13F-HR Timeline Intellectus Partners, LLC More: the full row for Intellectus Partners, LLC 6,707 $973K 0.24% +1,592 13F-HR Timeline Maxi Investments CY Ltd More: the full row for Maxi Investments CY Ltd 6,700 $972K 0.19% +1,815 13F-HR Timeline ORRSTOWN FINANCIAL SERVICES INC More: the full row for ORRSTOWN FINANCIAL SERVICES INC 6,675 $969K 0.23% +140 13F-HR Timeline Grey Ledge Advisors, LLC More: the full row for Grey Ledge Advisors, LLC 6,603 $958K 0.25% +36 13F-HR Timeline Fischer Financial Services, Inc. More: the full row for Fischer Financial Services, Inc. 6,576 $954K 0.31% -14 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 6,564 $953K 0.2% +236 13F-HR Timeline WILLNER & HELLER, LLC More: the full row for WILLNER & HELLER, LLC 6,549 $950K 0.88% +621 13F-HR Timeline Relyea Zuckerberg Hanson LLC More: the full row for Relyea Zuckerberg Hanson LLC 6,547 $950K 0.13% +44 13F-HR Timeline CHEMUNG CANAL TRUST CO More: the full row for CHEMUNG CANAL TRUST CO 6,542 $949K 0.21% -510 13F-HR Timeline Ledyard National Bank More: the full row for Ledyard National Bank 6,510 $945K 0.09% -19 13F-HR Timeline VCI Wealth Management LLC More: the full row for VCI Wealth Management LLC 6,492 $942K 0.4% -2,530 13F-HR Timeline Alpha Family Trust in group Alpha Family Trust More: the full row for Alpha Family Trust 6,445 $935K 0.55% 0 13F-HR Timeline Group Agate Pass Investment Management, LLC More: the full row for Agate Pass Investment Management, LLC 6,435 $934K 0.4% +100 13F-HR Timeline Simmons Bank in group Simmons Bank More: the full row for Simmons Bank 6,423 $932K 0.07% 0 13F-HR Timeline Group SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 6,422 $932K 0.02% +1,275 13F-HR Timeline DSG Capital Advisors, LLC More: the full row for DSG Capital Advisors, LLC 6,421 $932K 0.19% -21,972 13F-HR Timeline Successful Portfolios LLC More: the full row for Successful Portfolios LLC 6,402 $929K 0.63% -100 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 6,401 $929K 0.13% +459 13F-HR Timeline Bell Bank More: the full row for Bell Bank 6,362 $923K 0.05% +1,983 13F-HR Timeline Mach-1 Financial Group, LLC More: the full row for Mach-1 Financial Group, LLC 6,359 $923K 0.28% new 13F-HR Timeline J. W. Coons Advisors, LLC More: the full row for J. W. Coons Advisors, LLC 6,343 $921K 0.24% +1,084 13F-HR Timeline SUMITOMO LIFE INSURANCE CO More: the full row for SUMITOMO LIFE INSURANCE CO 6,320 $917K 0.03% -10 13F-HR Timeline Bridgewater Associates, LP More: the full row for Bridgewater Associates, LP 6,320 $917K <0.01% -10,228 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 6,304 $915K 0.01% +695 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 6,282 $912K 0.08% +428 13F-HR/A Timeline WESBANCO BANK INC More: the full row for WESBANCO BANK INC 6,245 $906K 0.03% +16 13F-HR Timeline E&G Advisors, LLC More: the full row for E&G Advisors, LLC 6,179 $897K 0.25% -50 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 5,914 $896K 0.03% -189 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. 6,150 $892K 0.08% +966 13F-HR Timeline Group Octavia Wealth Advisors, LLC More: the full row for Octavia Wealth Advisors, LLC 6,149 $892K 0.11% -33 13F-HR Timeline Confluence Wealth Services, Inc. More: the full row for Confluence Wealth Services, Inc. 6,213 $892K 0.06% -326 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 6,145 $892K 0.06% +1,411 13F-HR Timeline Westover Capital Advisors, LLC More: the full row for Westover Capital Advisors, LLC 6,118 $888K 0.2% 0 13F-HR Timeline Beverly Hills Private Wealth, LLC More: the full row for Beverly Hills Private Wealth, LLC 6,117 $888K 0.18% +310 13F-HR Timeline Destination Wealth Management More: the full row for Destination Wealth Management 6,110 $887K 0.03% -416 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 6,108 $886K 0.02% +1,436 13F-HR Timeline Sand Hill Global Advisors, LLC More: the full row for Sand Hill Global Advisors, LLC 6,102 $886K 0.04% -17 13F-HR Timeline Traynor Capital Management, Inc. More: the full row for Traynor Capital Management, Inc. 6,092 $884K 0.07% -390 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 6,073 $881K 0.15% +77 13F-HR Timeline ONTARIO TEACHERS PENSION PLAN BOARD in group ONTARIO TEACHERS PENSION PLAN… More: the full row for ONTARIO TEACHERS PENSION PLAN BOARD 6,040 $877K 0.01% +1,951 13F-HR/A Timeline Group HARMONY ASSET MANAGEMENT LLC More: the full row for HARMONY ASSET MANAGEMENT LLC 6,034 $876K 0.37% -20,355 13F-HR Timeline Petrus Trust Company, LTA More: the full row for Petrus Trust Company, LTA 6,010 $872K 0.08% -1,143 13F-HR Timeline STATE FARM MUTUAL AUTOMOBILE INSURANCE … in group STATE FARM MUTUAL AUTOMOBILE … More: the full row for STATE FARM MUTUAL AUTOMOBILE INSURANCE CO 6,000 $871K <0.01% 0 13F-HR Timeline Group TCV Trust & Wealth Management, Inc. More: the full row for TCV Trust & Wealth Management, Inc. 5,988 $869K 0.08% 0 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 5,985 $869K 0.19% -53 13F-HR Timeline IMA Advisory Services, Inc. More: the full row for IMA Advisory Services, Inc. 5,970 $866K 0.1% new 13F-HR Timeline CHILTON INVESTMENT CO INC. More: the full row for CHILTON INVESTMENT CO INC. 5,962 $865K 0.02% -400 13F-HR Timeline Motiv8 Investments LLC More: the full row for Motiv8 Investments LLC 5,928 $860K 0.57% -116 13F-HR Timeline First Commonwealth Financial Corp /PA/ in group First Commonwealth Financial … More: the full row for First Commonwealth Financial Corp /PA/ 5,926 $860K 0.2% +420 13F-HR Timeline Group Versor Investments LP More: the full row for Versor Investments LP 5,923 $860K 0.14% -4,153 13F-HR Timeline BURR FINANCIAL SERVICES, LLC More: the full row for BURR FINANCIAL SERVICES, LLC 5,900 $856K 0.67% -1,008 13F-HR Timeline Patten Group, Inc. More: the full row for Patten Group, Inc. 5,893 $855K 0.2% -193 13F-HR Timeline CX Institutional More: the full row for CX Institutional 5,858 $850K 0.03% -25,546 13F-HR Timeline Kenora Financial, LLC More: the full row for Kenora Financial, LLC 5,833 $846K 0.35% -3,471 13F-HR Timeline New Age Alpha Advisors, LLC More: the full row for New Age Alpha Advisors, LLC 5,819 $844K 0.04% +5,804 13F-HR Timeline Ground Swell Capital, LLC More: the full row for Ground Swell Capital, LLC 5,807 $843K 1.92% new 13F-HR Timeline Cheviot Value Management, LLC More: the full row for Cheviot Value Management, LLC 5,444 $842K 0.1% +394 13F-HR Timeline Verde Capital Management More: the full row for Verde Capital Management 5,796 $841K 0.24% +2,767 13F-HR Timeline Lindbrook Capital, LLC More: the full row for Lindbrook Capital, LLC 5,793 $841K 0.08% -126 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 5,784 $839K 0.05% +3,650 13F-HR Timeline ARBOR TRUST WEALTH ADVISORS, LLC More: the full row for ARBOR TRUST WEALTH ADVISORS, LLC 5,771 $837K 0.39% -275 13F-HR Timeline Triangle Securities Wealth Management More: the full row for Triangle Securities Wealth Management 5,769 $837K 0.22% +195 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 5,748 $834K 0.03% -234 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 5,723 $831K 0.06% +1,509 13F-HR Timeline 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 5,700 $827K 0.03% -100 13F-HR Timeline CORNERCAP INVESTMENT COUNSEL INC More: the full row for CORNERCAP INVESTMENT COUNSEL INC 5,692 $826K 0.43% -112 13F-HR Timeline Dakota Wealth Management More: the full row for Dakota Wealth Management 5,677 $824K 0.02% -662 13F-HR Timeline SWS Partners More: the full row for SWS Partners 5,653 $820K 0.27% +136 13F-HR/A Timeline Lebenthal Global Advisors, LLC in group Lebenthal Global Advisors, LLC More: the full row for Lebenthal Global Advisors, LLC 5,651 $820K 0.15% -320 13F-HR Timeline Group HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 5,643 $819K 0.02% +260 13F-HR Timeline 3Chopt Investment Partners, LLC More: the full row for 3Chopt Investment Partners, LLC 5,633 $817K 0.21% new 13F-HR Timeline OPINICUS CAPITAL, INC. More: the full row for OPINICUS CAPITAL, INC. 5,630 $817K 0.72% -2,085 13F-HR Timeline Portman Square Capital LLP More: the full row for Portman Square Capital LLP 5,629 $817K 0.11% new 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 5,626 $816K 0.04% -167 13F-HR Timeline Group Compound Planning, Inc. More: the full row for Compound Planning, Inc. 5,626 $816K 0.04% +174 13F-HR Timeline RIDGECREST WEALTH PARTNERS, LLC More: the full row for RIDGECREST WEALTH PARTNERS, LLC 5,613 $815K 0.43% 0 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 5,326 $807K 0.09% -140 13F-HR Timeline Sonoma Private Wealth LLC More: the full row for Sonoma Private Wealth LLC 5,557 $806K 1.12% +82 13F-HR Timeline Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 5,565 $806K 0.15% -3,459 13F-HR Timeline AAFMAA Wealth Management & Trust LLC More: the full row for AAFMAA Wealth Management & Trust LLC 5,548 $805K 0.37% -2,605 13F-HR Timeline Portfolio Design Labs, LLC More: the full row for Portfolio Design Labs, LLC 5,543 $804K 0.17% -8,244 13F-HR Timeline Fingerlakes Wealth Management, Inc. More: the full row for Fingerlakes Wealth Management, Inc. 5,543 $804K 0.68% -1,228 13F-HR Timeline Interchange Capital Partners, LLC More: the full row for Interchange Capital Partners, LLC 5,527 $802K 0.22% +3,970 13F-HR Timeline Ramirez Asset Management, Inc. More: the full row for Ramirez Asset Management, Inc. 5,513 $800K 0.17% -2,191 13F-HR Timeline TWIN CITY PRIVATE WEALTH, LLC More: the full row for TWIN CITY PRIVATE WEALTH, LLC 5,511 $800K 0.7% +2,687 13F-HR Timeline Empower Advisory Group, LLC More: the full row for Empower Advisory Group, LLC 5,506 $799K <0.01% -119 13F-HR Timeline Polymer Capital Management (US) LLC More: the full row for Polymer Capital Management (US) LLC 5,503 $799K 0.24% +2,063 13F-HR Timeline SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 5,483 $796K 0.05% +1,338 13F-HR Timeline FULLER & THALER ASSET MANAGEMENT, INC. 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