Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 27,331 $15.9M 1.4% -957 13F-HR Timeline Arvest Bank Trust Division More: the full row for Arvest Bank Trust Division 27,276 $15.8M 0.77% -722 13F-HR Timeline CVFG LLC More: the full row for CVFG LLC 27,119 $15.8M 1.65% -669 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 28,201 $15.7M 0.43% +829 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 27,057 $15.7M 0.24% +1,992 13F-HR Timeline Meridian Wealth Advisors, LLC More: the full row for Meridian Wealth Advisors, LLC 26,968 $15.7M 1.78% +495 13F-HR Timeline ICICI Prudential Asset Management Co Ltd More: the full row for ICICI Prudential Asset Management Co Ltd 26,965 $15.7M 1.72% -54 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 26,781 $15.6M 0.33% -7,584 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 26,745 $15.5M 0.76% +357 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 26,737 $15.5M 0.52% -6,144 13F-HR Timeline INVESTORS ASSET MANAGEMENT OF GEORGIA I… More: the full row for INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV 26,708 $15.5M 5.39% -229 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 26,563 $15.4M 0.33% +2,148 13F-HR Timeline Midwest Professional Planners, LTD. More: the full row for Midwest Professional Planners, LTD. 26,424 $15.3M 3.01% +688 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 26,203 $15.2M 0.48% -5,067 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 26,180 $15.2M 0.18% +3,097 13F-HR Timeline Linden Thomas Advisory Services, LLC More: the full row for Linden Thomas Advisory Services, LLC 26,147 $15.2M 1.23% +310 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 26,040 $15.1M 0.22% +10,313 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 26,029 $15.1M 0.16% +220 13F-HR Timeline Maytus Capital Management, LLC More: the full row for Maytus Capital Management, LLC 26,000 $15.1M 2.38% new 13F-HR Timeline Convergence Investment Partners, LLC More: the full row for Convergence Investment Partners, LLC 25,888 $15M 1.43% -14,017 13F-HR Timeline Riggs Asset Managment Co. Inc. More: the full row for Riggs Asset Managment Co. Inc. 25,827 $15M 2.68% -10,196 13F-HR Timeline EVENTIDE ASSET MANAGEMENT, LLC More: the full row for EVENTIDE ASSET MANAGEMENT, LLC 26,328 $15M 0.2% +9,802 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 25,705 $14.9M 0.59% -24,408 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 25,657 $14.9M 0.65% +2,775 13F-HR Timeline Purus Wealth Management, LLC More: the full row for Purus Wealth Management, LLC 25,543 $14.8M 4.09% -436 13F-HR Timeline Baader Bank Aktiengesellschaft More: the full row for Baader Bank Aktiengesellschaft 25,463 $14.8M 1.21% -23,613 13F-HR Timeline TWIN CAPITAL MANAGEMENT INC More: the full row for TWIN CAPITAL MANAGEMENT INC 25,415 $14.8M 1.61% +4,076 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 25,311 $14.7M 0.08% +10,008 13F-HR Timeline Frec Markets, Inc. in group Frec Markets, Inc. More: the full row for Frec Markets, Inc. 25,294 $14.7M 1.32% +8,384 13F-HR Timeline Group Warm Springs Advisors Inc. More: the full row for Warm Springs Advisors Inc. 25,186 $14.6M 10.12% 0 13F-HR Timeline MASTERINVEST Kapitalanlage GmbH More: the full row for MASTERINVEST Kapitalanlage GmbH 24,989 $14.5M 1.25% +2,440 13F-HR Timeline GLYNN CAPITAL MANAGEMENT LLC More: the full row for GLYNN CAPITAL MANAGEMENT LLC 24,860 $14.4M 3.97% +24,805 13F-HR Timeline AMF Tjanstepension AB More: the full row for AMF Tjanstepension AB 24,687 $14.3M 0.08% +8,268 13F-HR Timeline Overbrook Management Corp More: the full row for Overbrook Management Corp 24,644 $14.3M 2.16% -28,153 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 24,458 $14.2M 0.43% -2,626 13F-HR Timeline Group Mason & Associates Inc More: the full row for Mason & Associates Inc 24,403 $14.2M 2.29% -3,977 13F-HR Timeline Metatron Capital SICAV plc - Metatron L… More: the full row for Metatron Capital SICAV plc - Metatron Long Term Equity Fund 24,400 $14.2M 6.94% 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 24,086 $14M 0.26% +1,812 13F-HR Timeline Sustainable Insight Capital Management,… More: the full row for Sustainable Insight Capital Management, LLC 24,048 $14M 5.99% +17,951 13F-HR Timeline Rathbones Group PLC More: the full row for Rathbones Group PLC 24,035 $14M 0.05% +3,080 13F-HR Timeline SILVERCREST ASSET MANAGEMENT GROUP LLC More: the full row for SILVERCREST ASSET MANAGEMENT GROUP LLC 24,032 $14M 0.09% -5,842 13F-HR Timeline ADVISORS MANAGEMENT GROUP INC /ADV More: the full row for ADVISORS MANAGEMENT GROUP INC /ADV 24,010 $13.9M 2.31% -1,663 13F-HR Timeline PEREGRINE INVESTMENT MANAGEMENT INC More: the full row for PEREGRINE INVESTMENT MANAGEMENT INC 24,000 $13.9M 5.94% new 13F-HR Timeline PARSONS CAPITAL MANAGEMENT INC/RI More: the full row for PARSONS CAPITAL MANAGEMENT INC/RI 23,996 $13.9M 0.63% +715 13F-HR Timeline Bay Rivers Group More: the full row for Bay Rivers Group 23,763 $13.8M 4.72% -1,563 13F-HR Timeline SFE Investment Counsel More: the full row for SFE Investment Counsel 23,759 $13.8M 1.9% -7,379 13F-HR Timeline WISCONSIN CAPITAL MANAGEMENT LLC More: the full row for WISCONSIN CAPITAL MANAGEMENT LLC 23,637 $13.7M 6.52% -1,508 13F-HR Timeline Ratan Capital Management LP More: the full row for Ratan Capital Management LP 23,604 $13.7M 4.43% -3,092 13F-HR Timeline KKM Financial LLC More: the full row for KKM Financial LLC 28,284 $13.6M 1.86% -38,069 13F-HR Timeline BOCHK Asset Management Ltd More: the full row for BOCHK Asset Management Ltd 23,410 $13.6M 2.14% +7,448 13F-HR Timeline Trek Financial, LLC More: the full row for Trek Financial, LLC 23,381 $13.6M 0.67% +18,648 13F-HR Timeline Hennion & Walsh Asset Management, Inc. More: the full row for Hennion & Walsh Asset Management, Inc. 23,358 $13.6M 0.39% +745 13F-HR Timeline Headlands Technologies LLC More: the full row for Headlands Technologies LLC 23,179 $13.5M 1.43% +20,997 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 23,126 $13.4M 0.67% -2,895 13F-HR Timeline Pictet North America Advisors SA More: the full row for Pictet North America Advisors SA 22,889 $13.3M 1.17% -1,108 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 23,540 $13.2M 0.64% -130 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 22,632 $13.1M 0.53% -2,086 13F-HR Timeline Howard Hughes Medical Institute More: the full row for Howard Hughes Medical Institute 22,624 $13.1M 2.95% 0 13F-HR Timeline BRADLEY FOSTER & SARGENT INC/CT More: the full row for BRADLEY FOSTER & SARGENT INC/CT 22,609 $13.1M 0.19% +6,158 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 60,608 $13.1M 0.22% -3,941 13F-HR Timeline Financiere des Professionnels - Fonds d… More: the full row for Financiere des Professionnels - Fonds d'investissement inc. 22,530 $13.1M 0.74% +21,426 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 22,512 $13.1M 0.43% -657 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 24,103 $13M 0.42% 0 13F-HR Timeline Blue Fin Capital, Inc. More: the full row for Blue Fin Capital, Inc. 22,335 $13M 1.88% -23 13F-HR Timeline NICOLET BANKSHARES INC in group NICOLET BANKSHARES INC More: the full row for NICOLET BANKSHARES INC 22,815 $12.9M 0.41% -201,213 13F-HR Timeline Group TITLEIST ASSET MANAGEMENT, LLC More: the full row for TITLEIST ASSET MANAGEMENT, LLC 22,086 $12.8M 0.86% -6,780 13F-HR Timeline Finer Wealth Management, Inc. More: the full row for Finer Wealth Management, Inc. 21,980 $12.8M 5.71% -292 13F-HR Timeline SEAVIEW INVESTMENT MANAGERS LLC More: the full row for SEAVIEW INVESTMENT MANAGERS LLC 21,945 $12.7M 3.81% -24,180 13F-HR Timeline Totem Point Management, LLC More: the full row for Totem Point Management, LLC 21,892 $12.7M 7.78% -20,344 13F-HR Timeline FIRST CITIZENS BANK & TRUST CO More: the full row for FIRST CITIZENS BANK & TRUST CO 21,870 $12.7M 0.19% +543 13F-HR Timeline Stiles Financial Services Inc More: the full row for Stiles Financial Services Inc 21,790 $12.7M 3.18% -105 13F-HR Timeline Slow Capital, Inc. More: the full row for Slow Capital, Inc. 21,661 $12.6M 1.47% -5,378 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 21,524 $12.5M 0.33% -1,774 13F-HR Timeline Argent Trust Co More: the full row for Argent Trust Co 21,365 $12.4M 0.36% -414 13F-HR Timeline GREAT VALLEY ADVISOR GROUP, INC. More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 21,320 $12.4M 0.2% -2,483 13F-HR Timeline BNC WEALTH MANAGEMENT, LLC More: the full row for BNC WEALTH MANAGEMENT, LLC 21,293 $12.4M 2.99% -6,838 13F-HR Timeline Midwest Financial Group LLC More: the full row for Midwest Financial Group LLC 21,269 $12.4M 4.33% -20,859 13F-HR Timeline Avestar Capital, LLC More: the full row for Avestar Capital, LLC 21,213 $12.3M 0.73% +37 13F-HR Timeline CONSCIOUS WEALTH INVESTMENTS, LLC More: the full row for CONSCIOUS WEALTH INVESTMENTS, LLC 22,615 $12.3M 6.32% -56 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 21,165 $12.3M 0.71% +1,050 13F-HR Timeline PEAPACK GLADSTONE FINANCIAL CORP More: the full row for PEAPACK GLADSTONE FINANCIAL CORP 21,127 $12.3M 0.14% -42,560 13F-HR Timeline NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 21,107 $12.3M 1.01% -217 13F-HR Timeline Badgley Phelps Wealth Managers, LLC More: the full row for Badgley Phelps Wealth Managers, LLC 21,020 $12.2M 0.21% +8,625 13F-HR Timeline Asset One Wealth Management LLC More: the full row for Asset One Wealth Management LLC 23,072 $12.2M 1.29% +664 13F-HR Timeline Notis-McConarty Edward More: the full row for Notis-McConarty Edward 21,007 $12.2M 5.27% -735 13F-HR Timeline OPTIMAS CAPITAL Ltd More: the full row for OPTIMAS CAPITAL Ltd 21,002 $12.2M 18.77% +4,302 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 20,907 $12.1M 0.12% +5,675 13F-HR Timeline Cane Capital Partners, LLC More: the full row for Cane Capital Partners, LLC 20,888 $12.1M 4.87% -9,745 13F-HR Timeline JAG CAPITAL MANAGEMENT, LLC More: the full row for JAG CAPITAL MANAGEMENT, LLC 20,852 $12.1M 1.14% -18,489 13F-HR Timeline Stonebridge Financial Group, LLC/CA More: the full row for Stonebridge Financial Group, LLC/CA 20,850 $12.1M 1.68% 13F-HR Timeline Waterloo Capital, L.P. More: the full row for Waterloo Capital, L.P. 20,700 $12M 0.68% +10,976 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 20,636 $12M 0.21% +1,703 13F-HR Timeline Elyxium Wealth, LLC More: the full row for Elyxium Wealth, LLC 20,519 $11.9M 1.25% +17,316 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 20,483 $11.9M 1.34% -3,012 13F-HR Timeline Pacifica Partners Inc. More: the full row for Pacifica Partners Inc. 22,936 $11.9M 3.58% -7,713 13F-HR Timeline Ellsworth Advisors, LLC More: the full row for Ellsworth Advisors, LLC 22,431 $11.9M 1.95% -14,145 13F-HR Timeline Insight Holdings Group, LLC in group Insight Holdings Group, LLC More: the full row for Insight Holdings Group, LLC 20,370 $11.8M 0.9% +1,330 13F-HR Timeline Group WCG Wealth Advisors LLC More: the full row for WCG Wealth Advisors LLC 20,333 $11.8M 0.28% +4,245 13F-HR Timeline BURNEY CO/ More: the full row for BURNEY CO/ 20,166 $11.7M 0.32% +4,996 13F-HR Timeline LAZARI CAPITAL MANAGEMENT, INC. More: the full row for LAZARI CAPITAL MANAGEMENT, INC. 20,134 $11.7M 3.6% -1,135 13F-HR Timeline Analyst IMS Investment Management Servi… in group Analyst IMS Investment Manage… More: the full row for Analyst IMS Investment Management Services Ltd. 20,042 $11.6M 0.27% 0 13F-HR Timeline Group Occidental Asset Management, LLC More: the full row for Occidental Asset Management, LLC 20,006 $11.6M 1.15% -943 13F-HR Timeline Step Capital Management Pte. Ltd. More: the full row for Step Capital Management Pte. Ltd. 20,000 $11.6M 3.58% -172,500 13F-HR Timeline Morse Asset Management, Inc More: the full row for Morse Asset Management, Inc 19,984 $11.6M 1.92% +71 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 19,845 $11.5M 1.43% -6,642 13F-HR Timeline IMA Advisory Services, Inc. More: the full row for IMA Advisory Services, Inc. 19,824 $11.5M 0.72% -2,774 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 19,804 $11.5M 0.15% -447 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 19,640 $11.4M 0.34% +1,504 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 19,573 $11.4M 0.37% +466 13F-HR Timeline Kesler, Norman & Wride, LLC More: the full row for Kesler, Norman & Wride, LLC 19,557 $11.4M 1.8% -3,375 13F-HR Timeline Core Alternative Capital More: the full row for Core Alternative Capital 19,462 $11.3M 3.38% -11,548 13F-HR Timeline Fremen Capital Management LP More: the full row for Fremen Capital Management LP 19,393 $11.3M 9.88% new 13F-HR Timeline Field & Main Bank More: the full row for Field & Main Bank 19,373 $11.3M 2.32% -271 13F-HR/A Timeline WD RUTHERFORD LLC More: the full row for WD RUTHERFORD LLC 19,362 $11.2M 4.07% -7,983 13F-HR Timeline TILIA FIDUCIARY PARTNERS, INC. More: the full row for TILIA FIDUCIARY PARTNERS, INC. 19,313 $11.2M 5.32% +10 13F-HR Timeline Verde Servicos Internacionais S.A. More: the full row for Verde Servicos Internacionais S.A. 19,310 $11.2M 4.11% new 13F-HR Timeline Grey Ledge Advisors, LLC More: the full row for Grey Ledge Advisors, LLC 19,294 $11.2M 2.25% -8,176 13F-HR Timeline Q Fund Management (Hong Kong) Ltd More: the full row for Q Fund Management (Hong Kong) Ltd 19,100 $11.1M 10.13% new 13F-HR Timeline Naviter Wealth, LLC More: the full row for Naviter Wealth, LLC 19,100 $11.1M 1.01% +1,533 13F-HR Timeline Harfst & Associates, Inc. More: the full row for Harfst & Associates, Inc. 19,090 $11.1M 1.72% -1,930 13F-HR Timeline Henson-Edgewater Management, LLC More: the full row for Henson-Edgewater Management, LLC 22,919 $11.1M 5.77% -53 13F-HR Timeline AZZAD ASSET MANAGEMENT INC /ADV More: the full row for AZZAD ASSET MANAGEMENT INC /ADV 19,024 $11.1M 0.98% +15,655 13F-HR Timeline National Mutual Insurance Federation of… in group National Mutual Insurance Fed… More: the full row for National Mutual Insurance Federation of Agricultural Cooperatives 19,000 $11M 0.07% new 13F-HR Timeline Group MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 18,966 $11M 0.67% +8,205 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 19,868 $11M 0.11% -193 13F-HR Timeline ELEVATUS WELATH MANAGEMENT More: the full row for ELEVATUS WELATH MANAGEMENT 18,866 $11M 2.67% +8,314 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 18,854 $11M 0.89% -455 13F-HR Timeline Group WealthPlan Investment Management, LLC More: the full row for WealthPlan Investment Management, LLC 18,847 $10.9M 0.54% +3,371 13F-HR Timeline Fayez Sarofim & Co in group Fayez Sarofim & Co More: the full row for Fayez Sarofim & Co 18,826 $10.9M 0.03% 0 13F-HR Timeline Group SUMITOMO LIFE INSURANCE CO More: the full row for SUMITOMO LIFE INSURANCE CO 18,804 $10.9M 0.18% +963 13F-HR Timeline HERALD INVESTMENT MANAGEMENT Ltd More: the full row for HERALD INVESTMENT MANAGEMENT Ltd 18,820 $10.9M 1.48% -1,900 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 18,742 $10.9M 0.52% -5,205 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 18,713 $10.9M 0.28% +9,316 13F-HR Timeline Capital Advantage, Inc. More: the full row for Capital Advantage, Inc. 18,668 $10.8M 1.32% -5,783 13F-HR Timeline Freestone Grove Partners LP More: the full row for Freestone Grove Partners LP 18,647 $10.8M 0.07% +3,856 13F-HR Timeline Atlantic Edge Private Wealth Management… More: the full row for Atlantic Edge Private Wealth Management, LLC 18,614 $10.8M 2.22% -2,955 13F-HR Timeline Rossmore Private Capital More: the full row for Rossmore Private Capital 18,583 $10.8M 0.88% +8,391 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 18,583 $10.8M 0.16% -154 13F-HR Timeline CITY HOLDING CO More: the full row for CITY HOLDING CO 18,571 $10.8M 1.22% -1,362 13F-HR Timeline LEUTHOLD GROUP, LLC More: the full row for LEUTHOLD GROUP, LLC 18,545 $10.8M 1.08% +10,709 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 18,530 $10.8M 0.05% -2,120 13F-HR Timeline DENALI ADVISORS LLC More: the full row for DENALI ADVISORS LLC 18,468 $10.7M 1.08% new 13F-HR Timeline Onex Canada Asset Management Inc. More: the full row for Onex Canada Asset Management Inc. 18,459 $10.7M 1.65% 0 13F-HR Timeline PRIMORIS WEALTH ADVISORS, LLC More: the full row for PRIMORIS WEALTH ADVISORS, LLC 18,398 $10.7M 4.87% -3,180 13F-HR Timeline Integrated Financial Solutions, Inc. More: the full row for Integrated Financial Solutions, Inc. 18,320 $10.6M 5.75% -2,750 13F-HR Timeline ALERUS FINANCIAL NA More: the full row for ALERUS FINANCIAL NA 18,269 $10.6M 0.46% +5,272 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 18,254 $10.6M 0.08% +8,273 13F-HR Timeline Dempze Nancy E More: the full row for Dempze Nancy E 18,251 $10.6M 5.07% -1,673 13F-HR Timeline Insight Advisors, LLC/ PA More: the full row for Insight Advisors, LLC/ PA 18,251 $10.6M 1.87% -1,086 13F-HR Timeline Trust Asset Management LLC More: the full row for Trust Asset Management LLC 18,217 $10.6M 0.66% +195 13F-HR/A Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 18,209 $10.6M 0.68% +953 13F-HR Timeline Sage Capital Advisors,llc More: the full row for Sage Capital Advisors,llc 18,205 $10.6M 2.2% +96 13F-HR Timeline Heck Capital Advisors, LLC More: the full row for Heck Capital Advisors, LLC 18,058 $10.5M 0.63% new 13F-HR Timeline DJE Kapital AG More: the full row for DJE Kapital AG 19,301 $10.5M 0.2% new 13F-HR Timeline GROUPAMA ASSET MANAGMENT More: the full row for GROUPAMA ASSET MANAGMENT 18,938 $10.4M 0.13% +20 13F-HR Timeline Black Swift Group, LLC More: the full row for Black Swift Group, LLC 17,875 $10.4M 1.5% new 13F-HR Timeline CX Institutional More: the full row for CX Institutional 17,830 $10.4M 0.3% -687 13F-HR Timeline Lagoda Investment Management, L.P. More: the full row for Lagoda Investment Management, L.P. 17,825 $10.4M 5.69% +6,345 13F-HR Timeline Performance Wealth Partners, LLC More: the full row for Performance Wealth Partners, LLC 17,670 $10.3M 0.25% -263 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 17,573 $10.2M 0.52% +1,967 13F-HR Timeline Left Brain Wealth Management, LLC More: the full row for Left Brain Wealth Management, LLC 17,528 $10.2M 3.07% +16,063 13F-HR Timeline Jasper Ridge Partners, L.P. More: the full row for Jasper Ridge Partners, L.P. 17,500 $10.2M 0.22% 0 13F-HR/A Timeline Kurv Investment Management LLC More: the full row for Kurv Investment Management LLC 17,450 $10.1M 7.82% -6,955 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 17,114 $9.94M 0.28% -5,500 13F-HR Timeline LOCKHEED MARTIN INVESTMENT MANAGEMENT CO More: the full row for LOCKHEED MARTIN INVESTMENT MANAGEMENT CO 17,110 $9.94M 0.39% -1,880 13F-HR Timeline Kercheville Advisors, LLC More: the full row for Kercheville Advisors, LLC 17,100 $9.93M 3.02% -1,025 13F-HR Timeline Parkside Investments, LLC More: the full row for Parkside Investments, LLC 17,074 $9.92M 1.1% -16,361 13F-HR Timeline United Bank More: the full row for United Bank 17,009 $9.88M 3% -733 13F-HR Timeline VIKING FUND MANAGEMENT LLC More: the full row for VIKING FUND MANAGEMENT LLC 17,000 $9.88M 0.88% 0 13F-HR Timeline Oribel Capital Management, LP More: the full row for Oribel Capital Management, LP 17,000 $9.88M 0.82% new 13F-HR Timeline OSTRUM ASSET MANAGEMENT More: the full row for OSTRUM ASSET MANAGEMENT 16,826 $9.77M 0.47% +467 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 16,815 $9.77M 1.97% -8,074 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 16,729 $9.72M 0.53% -8,844 13F-HR Timeline HIGHLAND CAPITAL MANAGEMENT, LLC More: the full row for HIGHLAND CAPITAL MANAGEMENT, LLC 16,708 $9.71M 0.45% +2,321 13F-HR Timeline Progressive Investment Management Corp More: the full row for Progressive Investment Management Corp 16,706 $9.7M 2.14% +2,185 13F-HR Timeline Cypress Capital Group in group Cypress Capital Group More: the full row for Cypress Capital Group 16,686 $9.69M 0.91% +1,417 13F-HR Timeline Group HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 16,681 $9.69M 0.13% +5,455 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 16,653 $9.67M 0.42% +711 13F-HR Timeline Investors Towarzystwo Funduszy Inwestyc… More: the full row for Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna 16,639 $9.67M 3.22% -18,699 13F-HR Timeline Linscomb Wealth, Inc. More: the full row for Linscomb Wealth, Inc. 16,558 $9.62M 0.42% -624 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 16,428 $9.54M 0.4% -7,768 13F-HR Timeline Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 16,355 $9.5M 0.98% -18,817 13F-HR Timeline Palumbo Wealth Management LLC More: the full row for Palumbo Wealth Management LLC 16,315 $9.48M 1.98% +71 13F-HR Timeline Game Creek Capital, LP More: the full row for Game Creek Capital, LP 16,315 $9.48M 4.09% -6,810 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 16,163 $9.39M 0.11% +5,116 13F-HR Timeline Boothe Investment Group, Inc. More: the full row for Boothe Investment Group, Inc. 16,082 $9.34M 2.94% -14,458 13F-HR Timeline 111 Capital More: the full row for 111 Capital 16,058 $9.33M 1.6% +557 13F-HR Timeline Capital Investment Counsel, Inc More: the full row for Capital Investment Counsel, Inc 16,022 $9.31M 1% -1,408 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 16,013 $9.3M 0.36% +845 13F-HR Timeline KP Management LLC More: the full row for KP Management LLC 16,000 $9.29M 1.95% +1,000 13F-HR Timeline Wilmar Advisors LLC More: the full row for Wilmar Advisors LLC 16,000 $9.29M 6.73% -6,000 13F-HR Timeline Boston Common Asset Management, LLC More: the full row for Boston Common Asset Management, LLC 15,958 $9.27M 0.55% new 13F-HR Timeline Illumine Investment Management, LLC More: the full row for Illumine Investment Management, LLC 0 $9.27M 6.03% -18,203 13F-HR Timeline Amount filed as zero, left out of ratios. HALL LAURIE J TRUSTEE More: the full row for HALL LAURIE J TRUSTEE 15,927 $9.25M 2.88% -648 13F-HR Timeline Timothy G. Youngquist 2020 Irrevocable … More: the full row for Timothy G. Youngquist 2020 Irrevocable Trust 15,904 $9.24M 1.85% +10,127 13F-HR Timeline Intellectus Partners, LLC More: the full row for Intellectus Partners, LLC 15,823 $9.19M 1.59% -335 13F-HR Timeline GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 15,805 $9.18M 0.53% -407 13F-HR Timeline Portfolio Design Labs, LLC More: the full row for Portfolio Design Labs, LLC 15,798 $9.18M 1.5% +3,398 13F-HR Timeline FIRST AMERICAN TRUST, FSB More: the full row for FIRST AMERICAN TRUST, FSB 15,785 $9.17M 0.55% +13,166 13F-HR Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 15,767 $9.16M 0.79% +2,728 13F-HR Timeline