Loudon Investment Management, LLC More: the full row for Loudon Investment Management, LLC 14,828 $2.6M 1.36% -445 13F-HR Timeline Brown Shipley& Co Ltd More: the full row for Brown Shipley& Co Ltd 14,815 $2.6M 1.39% -5 13F-HR Timeline SIMPLEX TRADING, LLC More: the full row for SIMPLEX TRADING, LLC 14,732 $2.59M 0.07% +5,044 13F-HR Timeline S-Bank Fund Management Ltd More: the full row for S-Bank Fund Management Ltd 14,692 $2.58M 0.33% +11,043 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 14,654 $2.57M 0.19% -5,951 13F-HR Timeline First Western Trust Bank More: the full row for First Western Trust Bank 14,506 $2.55M 0.13% -1,180 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 14,496 $2.55M 0.09% +2,706 13F-HR Timeline Iowa State Bank More: the full row for Iowa State Bank 14,380 $2.52M 0.47% -1,032 13F-HR Timeline DEAN INVESTMENT ASSOCIATES, LLC in group DEAN INVESTMENT ASSOCIATES, L… More: the full row for DEAN INVESTMENT ASSOCIATES, LLC 14,373 $2.52M 0.36% -3,896 13F-HR Timeline Group LGT Fund Management Co Ltd. More: the full row for LGT Fund Management Co Ltd. 14,152 $2.5M 0.2% 0 13F-HR Timeline MSH Capital Advisors LLC More: the full row for MSH Capital Advisors LLC 14,206 $2.49M 0.53% +1,804 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 14,186 $2.49M 0.02% +174 13F-HR Timeline Strong Retirement Solutions LLC More: the full row for Strong Retirement Solutions LLC 14,174 $2.49M 1.68% 13F-HR Timeline Cyndeo Wealth Partners, LLC More: the full row for Cyndeo Wealth Partners, LLC 14,149 $2.48M 0.13% +1,505 13F-HR Timeline Pine Valley Investments Ltd Liability Co More: the full row for Pine Valley Investments Ltd Liability Co 14,075 $2.48M 0.12% -632 13F-HR Timeline AlphaQuest LLC More: the full row for AlphaQuest LLC 14,093 $2.47M 0.14% +5,501 13F-HR Timeline Summit Trail Advisors, LLC More: the full row for Summit Trail Advisors, LLC 13,683 $2.43M 0.04% -1,673 13F-HR Timeline BURLING WEALTH PARTNERS, LLC More: the full row for BURLING WEALTH PARTNERS, LLC 13,814 $2.43M 0.38% -2,047 13F-HR Timeline Edgestream Partners, L.P. More: the full row for Edgestream Partners, L.P. 13,761 $2.42M 0.07% -6,546 13F-HR Timeline NATURAL INVESTMENTS, LLC More: the full row for NATURAL INVESTMENTS, LLC 13,542 $2.38M 0.59% -3,818 13F-HR Timeline HIGHLAND CAPITAL MANAGEMENT, LLC More: the full row for HIGHLAND CAPITAL MANAGEMENT, LLC 13,452 $2.36M 0.12% new 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 13,449 $2.36M 0.03% +1,717 13F-HR Timeline JERICHO FINANCIAL, LLP More: the full row for JERICHO FINANCIAL, LLP 13,440 $2.36M 1.42% -399 13F-HR Timeline SILVERCREST ASSET MANAGEMENT GROUP LLC More: the full row for SILVERCREST ASSET MANAGEMENT GROUP LLC 13,327 $2.34M 0.02% -34 13F-HR Timeline Stonebridge Financial Group, LLC More: the full row for Stonebridge Financial Group, LLC 13,303 $2.34M 0.2% +805 13F-HR Timeline RMR Wealth Builders More: the full row for RMR Wealth Builders 13,164 $2.31M 0.18% +930 13F-HR Timeline Fideuram Asset Management (Ireland) dac More: the full row for Fideuram Asset Management (Ireland) dac 11,958 $2.31M 0.18% 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 13,152 $2.31M 0.02% +772 13F-HR Timeline 180 WEALTH ADVISORS, LLC More: the full row for 180 WEALTH ADVISORS, LLC 13,111 $2.3M 0.26% +453 13F-HR Timeline Texas Yale Capital Corp. More: the full row for Texas Yale Capital Corp. 13,029 $2.29M 0.07% -3,564 13F-HR Timeline EVENTIDE ASSET MANAGEMENT, LLC More: the full row for EVENTIDE ASSET MANAGEMENT, LLC 12,872 $2.27M 0.04% +991 13F-HR Timeline Elo Mutual Pension Insurance Co More: the full row for Elo Mutual Pension Insurance Co 12,932 $2.27M 0.03% -23,026 13F-HR Timeline CONSCIOUS WEALTH INVESTMENTS, LLC More: the full row for CONSCIOUS WEALTH INVESTMENTS, LLC 13,226 $2.27M 1.36% +1,374 13F-HR Timeline Canada Post Corp Registered Pension Plan More: the full row for Canada Post Corp Registered Pension Plan 12,916 $2.27M 0.09% -12,855 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 12,762 $2.24M 0.02% -1,594 13F-HR Timeline Delta Global Management LP More: the full row for Delta Global Management LP 12,746 $2.24M 0.16% +695 13F-HR/A Timeline SECURIAN ASSET MANAGEMENT, INC More: the full row for SECURIAN ASSET MANAGEMENT, INC 12,729 $2.23M 0.08% -9,880 13F-HR Timeline Gryphon Financial Partners LLC More: the full row for Gryphon Financial Partners LLC 12,713 $2.23M 0.24% +120 13F-HR Timeline St. Clair Advisors, LLC More: the full row for St. Clair Advisors, LLC 12,603 $2.21M 0.57% 0 13F-HR Timeline Stiles Financial Services Inc More: the full row for Stiles Financial Services Inc 12,501 $2.19M 0.68% +156 13F-HR Timeline Ausbil Investment Management Ltd More: the full row for Ausbil Investment Management Ltd 12,458 $2.19M 1.24% 0 13F-HR Timeline FLPUTNAM INVESTMENT MANAGEMENT CO More: the full row for FLPUTNAM INVESTMENT MANAGEMENT CO 12,416 $2.18M 0.03% -149 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 12,406 $2.18M 0.02% -1,668 13F-HR Timeline Group Engineers Gate Manager LP More: the full row for Engineers Gate Manager LP 12,154 $2.13M 0.03% -3,546 13F-HR Timeline Quantitative Investment Management, LLC More: the full row for Quantitative Investment Management, LLC 12,146 $2.13M 0.21% new 13F-HR Timeline SYNTAX RESEARCH, INC. More: the full row for SYNTAX RESEARCH, INC. 12,117 $2.13M 1.31% +11,881 13F-HR Timeline SCHMIDT P J INVESTMENT MANAGEMENT INC More: the full row for SCHMIDT P J INVESTMENT MANAGEMENT INC 12,107 $2.13M 0.35% -952 13F-HR Timeline SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 12,061 $2.12M 0.09% -1,054 13F-HR Timeline Ceredex Value Advisors LLC More: the full row for Ceredex Value Advisors LLC 11,996 $2.11M 0.06% -212,201 13F-HR Timeline Oak Thistle LLC More: the full row for Oak Thistle LLC 11,991 $2.11M 0.29% +1,064 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 11,933 $2.1M 0.04% +1,489 13F-HR Timeline Oak Asset Management, LLC More: the full row for Oak Asset Management, LLC 11,820 $2.08M 0.71% -2,432 13F-HR Timeline Alpha Omega Wealth Management LLC More: the full row for Alpha Omega Wealth Management LLC 11,812 $2.07M 0.34% 0 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 11,700 $2.05M 0.02% +4,335 13F-HR Timeline Marks Group Wealth Management, Inc More: the full row for Marks Group Wealth Management, Inc 11,395 $2M 0.19% +3,069 13F-HR Timeline Sterling Investment Advisors, Ltd. More: the full row for Sterling Investment Advisors, Ltd. 11,356 $1.99M 0.37% -961 13F-HR Timeline BURNEY CO/ More: the full row for BURNEY CO/ 11,200 $1.97M 0.06% -17,267 13F-HR Timeline INCEPTIONR LLC More: the full row for INCEPTIONR LLC 11,103 $1.95M 0.54% new 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 10,991 $1.94M 0.02% -1,460 13F-HR Timeline ABC ARBITRAGE SA in group ABC ARBITRAGE SA More: the full row for ABC ARBITRAGE SA 11,022 $1.94M 0.18% -10,258 13F-HR Timeline Group Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 10,923 $1.92M 0.03% -2,153 13F-HR Timeline CANANDAIGUA NATIONAL BANK & TRUST CO in group CANANDAIGUA NATIONAL BANK & T… More: the full row for CANANDAIGUA NATIONAL BANK & TRUST CO 10,866 $1.91M 0.17% -934 13F-HR Timeline Group DE BURLO GROUP INC More: the full row for DE BURLO GROUP INC 10,763 $1.89M 0.23% -337 13F-HR Timeline Werlinich Asset Management, LLC More: the full row for Werlinich Asset Management, LLC 10,650 $1.88M 0.93% +1,565 13F-HR Timeline PRINCETON CAPITAL MANAGEMENT LLC More: the full row for PRINCETON CAPITAL MANAGEMENT LLC 10,701 $1.88M 0.48% -946 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 10,612 $1.86M 0.14% +1,552 13F-HR Timeline EARNEST PARTNERS LLC More: the full row for EARNEST PARTNERS LLC 10,488 $1.84M 0.01% -118 13F-HR Timeline NICOLET BANKSHARES INC group of 2 filers holding More: the full row for NICOLET BANKSHARES INC 10,568 $1.83M -1,471 Timeline LMR Partners LLP in group LMR Partners LLP More: the full row for LMR Partners LLP 10,386 $1.82M 0.02% +5,913 13F-HR Timeline Group NORTHCAPE WEALTH MANAGEMENT, LLC More: the full row for NORTHCAPE WEALTH MANAGEMENT, LLC 10,355 $1.82M 0.51% -696 13F-HR Timeline Verde Capital Management More: the full row for Verde Capital Management 10,344 $1.82M 0.39% -247 13F-HR Timeline Stratos Wealth Partners, LTD. group of 2 filers holding More: the full row for Stratos Wealth Partners, LTD. 10,320 $1.81M +299 Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 10,316 $1.81M 0.01% +624 13F-HR Timeline Baldwin Investment Management, LLC More: the full row for Baldwin Investment Management, LLC 10,301 $1.81M 0.2% -3,014 13F-HR Timeline Ninepoint Partners LP More: the full row for Ninepoint Partners LP 10,295 $1.81M 0.21% -1,919 13F-HR Timeline GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 10,124 $1.78M 0.11% -1,661 13F-HR Timeline Quantbot Technologies LP More: the full row for Quantbot Technologies LP 9,956 $1.75M 0.06% -42,073 13F-HR Timeline Sunstone Asset Management, LP More: the full row for Sunstone Asset Management, LP 9,914 $1.74M 1.71% 13F-HR Timeline Argo Wealth Advisory, LLC More: the full row for Argo Wealth Advisory, LLC 9,904 $1.74M 1.04% 13F-HR Timeline Harvest Portfolios Group Inc. More: the full row for Harvest Portfolios Group Inc. 9,879 $1.73M 0.03% -2,687 13F-HR Timeline Missouri Trust & Investment Co More: the full row for Missouri Trust & Investment Co 9,782 $1.72M 0.5% -265 13F-HR Timeline Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 9,759 $1.71M 0.04% -7,158 13F-HR Timeline SWS Partners More: the full row for SWS Partners 9,530 $1.69M 0.41% -77,250 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 9,613 $1.69M 0.11% -1,088 13F-HR Timeline GSA CAPITAL PARTNERS LLP More: the full row for GSA CAPITAL PARTNERS LLP 9,579 $1.68M 0.14% +4,389 13F-HR Timeline JAG CAPITAL MANAGEMENT, LLC More: the full row for JAG CAPITAL MANAGEMENT, LLC 9,563 $1.68M 0.18% -62 13F-HR Timeline FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 9,493 $1.67M 0.1% +432 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 9,399 $1.65M 0.22% +236 13F-HR Timeline Portside Wealth Group, LLC More: the full row for Portside Wealth Group, LLC 9,357 $1.64M 0.22% +3,026 13F-HR Timeline EFG International AG in group EFG International AG More: the full row for EFG International AG 9,356 $1.64M 0.03% 13F-HR Timeline Group V-Square Quantitative Management LLC More: the full row for V-Square Quantitative Management LLC 9,299 $1.63M 0.17% new 13F-HR Timeline Howard Capital Management, LLC More: the full row for Howard Capital Management, LLC 9,281 $1.63M 0.02% +19 13F-HR Timeline INGALLS & SNYDER LLC More: the full row for INGALLS & SNYDER LLC 9,273 $1.63M 0.06% -1,755 13F-HR Timeline ROSENBLUM SILVERMAN SUTTON S F INC /CA More: the full row for ROSENBLUM SILVERMAN SUTTON S F INC /CA 9,207 $1.62M 0.37% -2,285 13F-HR Timeline Generali Investments CEE, investicni sp… More: the full row for Generali Investments CEE, investicni spolecnost, a.s. 9,200 $1.62M 0.11% 0 13F-HR Timeline OSSIAM More: the full row for OSSIAM 9,183 $1.61M 0.03% -1,377 13F-HR Timeline CITIZENS & NORTHERN CORP in group CITIZENS & NORTHERN CORP More: the full row for CITIZENS & NORTHERN CORP 9,061 $1.59M 0.39% -291 13F-HR Timeline Group Park Place Capital Corp More: the full row for Park Place Capital Corp 8,991 $1.58M 0.33% -472 13F-HR Timeline ROCKLAND TRUST CO More: the full row for ROCKLAND TRUST CO 8,956 $1.57M 0.06% -2,992 13F-HR Timeline EPIQ PARTNERS, LLC More: the full row for EPIQ PARTNERS, LLC 8,951 $1.57M 0.73% -2,079 13F-HR Timeline Farringdon Capital, Ltd. More: the full row for Farringdon Capital, Ltd. 8,947 $1.57M 0.39% +2,121 13F-HR Timeline Lighthouse Investment Partners, LLC in group Lighthouse Investment Partner… More: the full row for Lighthouse Investment Partners, LLC 8,942 $1.57M 0.05% +7,042 13F-HR Timeline Group Mirabaud Asset Management Ltd More: the full row for Mirabaud Asset Management Ltd 8,052 $1.56M 0.72% +780 13F-HR Timeline ACCOUNT MANAGEMENT LLC More: the full row for ACCOUNT MANAGEMENT LLC 8,845 $1.55M 1.67% -10,505 13F-HR Timeline AZZAD ASSET MANAGEMENT INC /ADV More: the full row for AZZAD ASSET MANAGEMENT INC /ADV 8,829 $1.55M 0.15% +252 13F-HR Timeline DUDLEY CAPITAL MANAGEMENT, LLC More: the full row for DUDLEY CAPITAL MANAGEMENT, LLC 8,805 $1.55M 0.68% -466 13F-HR Timeline Groupe la Francaise in group Groupe la Francaise More: the full row for Groupe la Francaise 8,741 $1.53M 0.02% -185 13F-HR Timeline Group Fairbanks Capital Management, Inc. More: the full row for Fairbanks Capital Management, Inc. 8,704 $1.53M 0.84% -64 13F-HR Timeline Mondrian Investment Partners LTD More: the full row for Mondrian Investment Partners LTD 8,687 $1.53M 0.03% +3,391 13F-HR Timeline Waterloo Capital, L.P. More: the full row for Waterloo Capital, L.P. 8,679 $1.52M 0.11% -11,455 13F-HR Timeline Royal Fund Management, LLC More: the full row for Royal Fund Management, LLC 8,648 $1.52M 0.14% +225 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 8,557 $1.5M 0.07% -1,848 13F-HR Timeline Forza Wealth Management, LLC More: the full row for Forza Wealth Management, LLC 8,533 $1.5M 0.54% +4,179 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 8,525 $1.5M 0.04% +2,217 13F-HR Timeline SBI Okasan Asset Management Co.Ltd. More: the full row for SBI Okasan Asset Management Co.Ltd. 8,500 $1.49M 0.08% 13F-HR Timeline CAPSTONE INVESTMENT ADVISORS, LLC in group CAPSTONE INVESTMENT ADVISORS,… More: the full row for CAPSTONE INVESTMENT ADVISORS, LLC 8,503 $1.49M 0.01% -515 13F-HR Timeline Group AlphaGrep UK Ltd More: the full row for AlphaGrep UK Ltd 8,480 $1.49M 0.5% 13F-HR Timeline Aspire Private Capital, LLC More: the full row for Aspire Private Capital, LLC 8,471 $1.49M 0.33% new 13F-HR Timeline TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 8,384 $1.47M 0.15% -682 13F-HR Timeline Boit C F David More: the full row for Boit C F David 8,710 $1.47M 0.63% -500 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 8,327 $1.46M 0.02% -1,015 13F-HR Timeline Group Rossmore Private Capital More: the full row for Rossmore Private Capital 8,239 $1.46M 0.13% -975 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 8,275 $1.45M 0.05% +1,983 13F-HR Timeline BNP PARIBAS in group BNP PARIBAS More: the full row for BNP PARIBAS 8,188 $1.44M 0.04% +3,499 13F-HR Timeline Group PARR MCKNIGHT WEALTH MANAGEMENT GROUP, … More: the full row for PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC 8,163 $1.43M 0.19% -485 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 8,042 $1.41M 0.07% -153 13F-HR Timeline Fieldview Capital Management, LLC More: the full row for Fieldview Capital Management, LLC 8,029 $1.41M 0.24% +4,609 13F-HR Timeline Caption Management, LLC More: the full row for Caption Management, LLC 8,000 $1.4M 0.06% new 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 7,938 $1.39M 0.01% -131 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 7,924 $1.39M 0.02% +426 13F-HR Timeline Group Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 7,897 $1.39M 0.03% -2,662 13F-HR Timeline Tema ETFs LLC More: the full row for Tema ETFs LLC 7,877 $1.38M 0.11% -20 13F-HR Timeline Welch & Forbes LLC More: the full row for Welch & Forbes LLC 7,876 $1.38M 0.02% -129 13F-HR Timeline TWIN CITY PRIVATE WEALTH, LLC More: the full row for TWIN CITY PRIVATE WEALTH, LLC 7,799 $1.38M 1.05% +58 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 7,868 $1.38M 0.05% -672 13F-HR Timeline Group Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 7,807 $1.37M 0.08% -793 13F-HR Timeline Midwest Professional Planners, LTD. More: the full row for Midwest Professional Planners, LTD. 7,795 $1.37M 0.32% -2,276 13F-HR Timeline New Hampshire Trust More: the full row for New Hampshire Trust 7,790 $1.37M 0.27% -1,236 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 7,714 $1.36M 0.06% +1,540 13F-HR Timeline Group Empirical Financial Services, LLC d.b.a… More: the full row for Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 7,753 $1.36M 0.02% -439 13F-HR Timeline Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 7,743 $1.36M 0.04% +5,801 13F-HR Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 7,717 $1.35M 0.03% -3,089 13F-HR Timeline Argent Trust Co More: the full row for Argent Trust Co 7,657 $1.34M 0.05% -1,392 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 7,628 $1.34M 0.02% +183 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 7,604 $1.34M 0.01% -146 13F-HR Timeline ARBOR CAPITAL MANAGEMENT INC /ADV More: the full row for ARBOR CAPITAL MANAGEMENT INC /ADV 7,688 $1.33M 1.12% +734 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 7,480 $1.31M 0.06% +1,124 13F-HR Timeline Turtle Creek Wealth Advisors, LLC More: the full row for Turtle Creek Wealth Advisors, LLC 7,424 $1.3M 0.1% -10,210 13F-HR Timeline Columbia Asset Management More: the full row for Columbia Asset Management 7,417 $1.3M 0.23% +126 13F-HR Timeline BRADLEY FOSTER & SARGENT INC/CT More: the full row for BRADLEY FOSTER & SARGENT INC/CT 7,396 $1.3M 0.02% +234 13F-HR Timeline EXENCIAL WEALTH ADVISORS, LLC More: the full row for EXENCIAL WEALTH ADVISORS, LLC 7,371 $1.29M 0.04% +522 13F-HR Timeline ALTFEST L J & CO INC More: the full row for ALTFEST L J & CO INC 7,297 $1.28M 0.14% +5,655 13F-HR Timeline Aigen Investment Management, LP More: the full row for Aigen Investment Management, LP 7,281 $1.28M 0.3% -370 13F-HR Timeline AUGUSTINE ASSET MANAGEMENT INC More: the full row for AUGUSTINE ASSET MANAGEMENT INC 7,251 $1.27M 0.25% -265 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 7,235 $1.27M 0.02% -183 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Legacy Wealth Asset Management, LLC More: the full row for Legacy Wealth Asset Management, LLC 7,173 $1.26M 0.31% -743 13F-HR Timeline Altman Advisors, Inc. More: the full row for Altman Advisors, Inc. 7,164 $1.26M 0.47% -1,186 13F-HR Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 7,147 $1.25M <0.01% +32 13F-HR Timeline Woodline Partners LP More: the full row for Woodline Partners LP 7,126 $1.25M <0.01% new 13F-HR Timeline MEKETA INVESTMENT GROUP INC /ADV More: the full row for MEKETA INVESTMENT GROUP INC /ADV 7,109 $1.25M 4.22% 0 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 7,099 $1.25M 0.04% +243 13F-HR Timeline Sage Capital Management, LLC More: the full row for Sage Capital Management, LLC 7,087 $1.25M 0.58% -650 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 7,049 $1.24M 0.02% +1,771 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 7,045 $1.24M 0.18% -362 13F-HR Timeline Redmond Asset Management, LLC More: the full row for Redmond Asset Management, LLC 7,044 $1.24M 0.32% +312 13F-HR Timeline Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 7,002 $1.23M 0.02% -138 13F-HR Timeline Group Triangle Securities Wealth Management More: the full row for Triangle Securities Wealth Management 6,989 $1.23M 0.26% +425 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Hixon Zuercher, LLC More: the full row for Hixon Zuercher, LLC 6,974 $1.22M 0.37% -1,367 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 6,885 $1.22M 0.06% +2,347 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 7,729 $1.22M 0.03% -128 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 6,889 $1.21M 0.06% +752 13F-HR Timeline Westhampton Capital, LLC More: the full row for Westhampton Capital, LLC 6,883 $1.21M 0.57% -224 13F-HR Timeline AMF Tjanstepension AB More: the full row for AMF Tjanstepension AB 6,880 $1.21M 0.01% 0 13F-HR Timeline BTC Capital Management, Inc. in group BTC Capital Management, Inc. More: the full row for BTC Capital Management, Inc. 6,834 $1.2M 0.08% +1,660 13F-HR Timeline Group PRAXIS INVESTMENT MANAGEMENT INC More: the full row for PRAXIS INVESTMENT MANAGEMENT INC 6,821 $1.2M 0.07% +1,409 13F-HR Timeline Bridgefront Capital, LLC More: the full row for Bridgefront Capital, LLC 6,801 $1.19M 0.3% -140 13F-HR Timeline Krilogy Financial LLC More: the full row for Krilogy Financial LLC 6,601 $1.18M 0.04% +783 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 6,720 $1.18M 0.06% -835 13F-HR Timeline NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 6,698 $1.18M 0.12% +1,722 13F-HR Timeline HARMONY ASSET MANAGEMENT LLC More: the full row for HARMONY ASSET MANAGEMENT LLC 6,677 $1.17M 0.39% -361 13F-HR Timeline Choate Investment Advisors More: the full row for Choate Investment Advisors 6,666 $1.17M 0.02% +532 13F-HR Timeline Revisor Wealth Management LLC More: the full row for Revisor Wealth Management LLC 6,564 $1.16M 0.31% +3,739 13F-HR Timeline Argent Advisors, Inc. More: the full row for Argent Advisors, Inc. 6,625 $1.16M 0.32% +61 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 6,598 $1.16M 0.06% -2,421 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 6,595 $1.16M 0.03% +4,462 13F-HR Timeline Cross Staff Investments Inc More: the full row for Cross Staff Investments Inc 6,590 $1.16M 0.64% -233 13F-HR Timeline Cordatus Wealth Management LLC More: the full row for Cordatus Wealth Management LLC 6,486 $1.14M 0.26% -15 13F-HR Timeline ACORN FINANCIAL ADVISORY SERVICES INC /… More: the full row for ACORN FINANCIAL ADVISORY SERVICES INC /ADV 6,462 $1.13M 0.17% +160 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 6,432 $1.13M 0.14% -156 13F-HR Timeline Grantham, Mayo, Van Otterloo & Co. LLC More: the full row for Grantham, Mayo, Van Otterloo & Co. 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