CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 14,500 $2.5M 0.09% -475 13F-HR Timeline CONSCIOUS WEALTH INVESTMENTS, LLC More: the full row for CONSCIOUS WEALTH INVESTMENTS, LLC 14,105 $2.5M 1.39% +879 13F-HR Timeline Blackstone Inc. in group Blackstone Inc. More: the full row for Blackstone Inc. 14,458 $2.5M 0.01% new 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 14,458 $2.5M 0.06% new 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 14,428 $2.49M 0.03% +979 13F-HR Timeline INSPIRE TRUST CO, N.A. More: the full row for INSPIRE TRUST CO, N.A. 14,420 $2.49M 0.38% -980 13F-HR Timeline Stonebridge Financial Group, LLC More: the full row for Stonebridge Financial Group, LLC 14,386 $2.48M 0.2% +1,083 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 14,206 $2.45M 0.19% -448 13F-HR Timeline MSH Capital Advisors LLC More: the full row for MSH Capital Advisors LLC 14,128 $2.44M 0.52% -78 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 13,996 $2.42M 0.03% +7,965 13F-HR Timeline Fulton Bank, N.A. More: the full row for Fulton Bank, N.A. 13,988 $2.41M 0.09% +11,695 13F-HR Timeline SYNTAX RESEARCH, INC. More: the full row for SYNTAX RESEARCH, INC. 13,925 $2.4M 1.53% +1,808 13F-HR Timeline Palouse Capital Management, Inc. More: the full row for Palouse Capital Management, Inc. 13,884 $2.4M 1.58% new 13F-HR Timeline GSA CAPITAL PARTNERS LLP More: the full row for GSA CAPITAL PARTNERS LLP 13,878 $2.4M 0.15% +4,299 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 13,845 $2.39M 0.48% +4,854 13F-HR Timeline Gryphon Financial Partners LLC More: the full row for Gryphon Financial Partners LLC 13,714 $2.37M 0.25% +1,001 13F-HR Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 13,703 $2.36M 0.82% +11,377 13F-HR Timeline S-Bank Fund Management Ltd More: the full row for S-Bank Fund Management Ltd 13,691 $2.36M 0.35% -1,001 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 13,633 $2.35M 0.03% -1,473 13F-HR Timeline EVENTIDE ASSET MANAGEMENT, LLC More: the full row for EVENTIDE ASSET MANAGEMENT, LLC 13,793 $2.35M 0.04% +921 13F-HR Timeline North Dakota State Investment Board More: the full row for North Dakota State Investment Board 13,551 $2.34M 0.1% -2,490 13F-HR Timeline 180 WEALTH ADVISORS, LLC More: the full row for 180 WEALTH ADVISORS, LLC 13,401 $2.31M 0.26% +290 13F-HR Timeline JERICHO FINANCIAL, LLP More: the full row for JERICHO FINANCIAL, LLP 13,388 $2.31M 1.46% -52 13F-HR Timeline GREAT VALLEY ADVISOR GROUP, INC. in group GREAT VALLEY ADVISOR GROUP, I… More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 13,368 $2.31M 0.04% -17,355 13F-HR Timeline Group Premier Fund Managers Ltd More: the full row for Premier Fund Managers Ltd 13,409 $2.28M 0.16% -2,700 13F-HR Timeline WENDELL DAVID ASSOCIATES INC More: the full row for WENDELL DAVID ASSOCIATES INC 13,144 $2.27M 0.25% -5,979 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 13,043 $2.25M 0.01% -5,176 13F-HR Timeline Farringdon Capital, Ltd. More: the full row for Farringdon Capital, Ltd. 13,039 $2.25M 0.49% +4,092 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 13,005 $2.24M 0.02% -10,207 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 13,056 $2.23M 0.02% +1,356 13F-HR Timeline FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 12,380 $2.23M 0.13% +2,887 13F-HR/A Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 12,889 $2.22M 0.08% -1,607 13F-HR Timeline SECURIAN ASSET MANAGEMENT, INC More: the full row for SECURIAN ASSET MANAGEMENT, INC 12,729 $2.2M 0.09% 0 13F-HR Timeline Argo Wealth Advisory, LLC More: the full row for Argo Wealth Advisory, LLC 12,631 $2.18M 1.28% +2,727 13F-HR Timeline St. Clair Advisors, LLC More: the full row for St. Clair Advisors, LLC 12,623 $2.18M 0.58% +20 13F-HR Timeline Stiles Financial Services Inc More: the full row for Stiles Financial Services Inc 12,577 $2.17M 0.66% +76 13F-HR Timeline Strategic Investment Advisors / MI More: the full row for Strategic Investment Advisors / MI 12,530 $2.16M 0.15% +9,526 13F-HR Timeline SILVERCREST ASSET MANAGEMENT GROUP LLC More: the full row for SILVERCREST ASSET MANAGEMENT GROUP LLC 12,507 $2.16M 0.02% -820 13F-HR Timeline Stratos Wealth Partners, LTD. group of 3 filers holding More: the full row for Stratos Wealth Partners, LTD. 12,329 $2.13M +2,009 Timeline Redmond Asset Management, LLC More: the full row for Redmond Asset Management, LLC 12,278 $2.12M 0.58% +5,234 13F-HR Timeline Aigen Investment Management, LP More: the full row for Aigen Investment Management, LP 12,242 $2.11M 0.54% +4,961 13F-HR Timeline SCHMIDT P J INVESTMENT MANAGEMENT INC More: the full row for SCHMIDT P J INVESTMENT MANAGEMENT INC 12,164 $2.1M 0.35% +57 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 12,109 $2.09M 0.21% +7,514 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 11,800 $2.08M 0.02% -962 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 11,964 $2.06M 0.03% +973 13F-HR Timeline Gibbs Wealth Management More: the full row for Gibbs Wealth Management 11,956 $2.06M 0.27% +6,057 13F-HR Timeline Oak Asset Management, LLC More: the full row for Oak Asset Management, LLC 11,927 $2.06M 0.71% +107 13F-HR Timeline Canada Post Corp Registered Pension Plan More: the full row for Canada Post Corp Registered Pension Plan 11,916 $2.06M 0.08% -1,000 13F-HR Timeline Alpha Omega Wealth Management LLC More: the full row for Alpha Omega Wealth Management LLC 11,867 $2.05M 0.33% +55 13F-HR Timeline Waterloo Capital, L.P. More: the full row for Waterloo Capital, L.P. 11,820 $2.04M 0.14% +3,141 13F-HR Timeline Bleakley Financial Group, LLC More: the full row for Bleakley Financial Group, LLC 11,741 $2.03M 0.03% new 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 11,708 $2.02M 0.03% +785 13F-HR Timeline Havemeyer Place LP More: the full row for Havemeyer Place LP 11,708 $2.02M 0.23% new 13F-HR Timeline NORTHCAPE WEALTH MANAGEMENT, LLC More: the full row for NORTHCAPE WEALTH MANAGEMENT, LLC 11,693 $2.02M 0.55% +1,338 13F-HR Timeline Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 11,612 $2M 0.11% +6,671 13F-HR Timeline Hills Bank & Trust Co in group Hills Bank & Trust Co More: the full row for Hills Bank & Trust Co 11,522 $1.99M 0.1% -3,335 13F-HR Timeline Group PYA Waltman Capital, LLC More: the full row for PYA Waltman Capital, LLC 11,479 $1.98M 0.55% +6,774 13F-HR Timeline BURLING WEALTH PARTNERS, LLC More: the full row for BURLING WEALTH PARTNERS, LLC 11,370 $1.96M 0.32% -2,444 13F-HR Timeline NIXON PEABODY TRUST CO More: the full row for NIXON PEABODY TRUST CO 11,336 $1.96M 0.16% -30,713 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 11,249 $1.94M 0.32% -7,140 13F-HR Timeline GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 11,160 $1.93M 0.12% +1,036 13F-HR Timeline Marks Group Wealth Management, Inc More: the full row for Marks Group Wealth Management, Inc 11,096 $1.91M 0.18% -299 13F-HR Timeline CANANDAIGUA NATIONAL CORP in group CANANDAIGUA NATIONAL BANK & T… More: the full row for CANANDAIGUA NATIONAL CORP 11,088 $1.91M 0.17% 13F-HR Timeline Group Sterling Investment Advisors, Ltd. More: the full row for Sterling Investment Advisors, Ltd. 11,083 $1.91M 0.35% -273 13F-HR Timeline Werlinich Asset Management, LLC More: the full row for Werlinich Asset Management, LLC 10,960 $1.89M 0.92% +310 13F-HR Timeline Missouri Trust & Investment Co More: the full row for Missouri Trust & Investment Co 10,932 $1.89M 0.55% +1,150 13F-HR Timeline Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 10,887 $1.88M 0.03% +1,128 13F-HR Timeline Bridgefront Capital, LLC More: the full row for Bridgefront Capital, LLC 10,790 $1.86M 0.46% +3,989 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 10,763 $1.86M 0.04% +3,878 13F-HR Timeline Portside Wealth Group, LLC More: the full row for Portside Wealth Group, LLC 10,677 $1.84M 0.25% +1,320 13F-HR Timeline PRAXIS INVESTMENT MANAGEMENT INC More: the full row for PRAXIS INVESTMENT MANAGEMENT INC 10,671 $1.84M 0.11% +3,850 13F-HR Timeline Brevan Howard Capital Management LP in group Brevan Howard Capital Managem… More: the full row for Brevan Howard Capital Management LP 10,595 $1.83M 0.02% -7,452 13F-HR Timeline Group Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 10,579 $1.83M 0.11% +8,813 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. 10,575 $1.83M 0.12% new 13F-HR Timeline Group WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 10,516 $1.81M 0.05% +1,991 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 10,497 $1.81M 0.06% new 13F-HR Timeline Verde Capital Management More: the full row for Verde Capital Management 10,476 $1.81M 0.39% +132 13F-HR Timeline Baldwin Investment Management, LLC More: the full row for Baldwin Investment Management, LLC 10,476 $1.81M 0.21% +175 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 10,452 $1.8M 0.02% -5,267 13F-HR Timeline Circle Wealth Management, LLC More: the full row for Circle Wealth Management, LLC 10,440 $1.8M 0.03% new 13F-HR Timeline EARNEST PARTNERS LLC More: the full row for EARNEST PARTNERS LLC 10,410 $1.8M 0.01% -78 13F-HR Timeline GATEWAY INVESTMENT ADVISERS LLC More: the full row for GATEWAY INVESTMENT ADVISERS LLC 10,361 $1.79M 0.02% -28,096 13F-HR Timeline DE BURLO GROUP INC More: the full row for DE BURLO GROUP INC 10,338 $1.78M 0.4% -425 13F-HR Timeline PARR MCKNIGHT WEALTH MANAGEMENT GROUP, … More: the full row for PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC 10,323 $1.78M 0.23% +2,160 13F-HR Timeline PRINCETON CAPITAL MANAGEMENT LLC More: the full row for PRINCETON CAPITAL MANAGEMENT LLC 10,141 $1.75M 0.48% -560 13F-HR Timeline Union Bancaire Privee, UBP SA More: the full row for Union Bancaire Privee, UBP SA 10,456 $1.75M 0.02% -55 13F-HR Timeline Sunstone Asset Management, LP More: the full row for Sunstone Asset Management, LP 9,914 $1.71M 2.02% 0 13F-HR Timeline OSTRUM ASSET MANAGEMENT More: the full row for OSTRUM ASSET MANAGEMENT 9,875 $1.7M 0.1% -10,055 13F-HR Timeline SWS Partners More: the full row for SWS Partners 9,810 $1.69M 0.42% +280 13F-HR Timeline Banco Santander, S.A. in group Banco Santander, S.A. More: the full row for Banco Santander, S.A. 9,777 $1.69M 0.01% new 13F-HR Timeline Group Bath Savings Trust Co More: the full row for Bath Savings Trust Co 9,754 $1.68M 0.18% -17,653 13F-HR Timeline Mondrian Investment Partners LTD More: the full row for Mondrian Investment Partners LTD 9,680 $1.67M 0.02% +993 13F-HR Timeline V-Square Quantitative Management LLC More: the full row for V-Square Quantitative Management LLC 9,653 $1.67M 0.18% +354 13F-HR Timeline NATURAL INVESTMENTS, LLC More: the full row for NATURAL INVESTMENTS, LLC 9,599 $1.66M 0.41% -3,943 13F-HR Timeline JAG CAPITAL MANAGEMENT, LLC More: the full row for JAG CAPITAL MANAGEMENT, LLC 9,546 $1.65M 0.19% -17 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 9,508 $1.64M 0.1% -105 13F-HR Timeline Forza Wealth Management, LLC More: the full row for Forza Wealth Management, LLC 9,469 $1.63M 0.57% +936 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 9,447 $1.63M 0.1% +3,123 13F-HR Timeline Royal Fund Management, LLC More: the full row for Royal Fund Management, LLC 9,446 $1.63M 0.16% +798 13F-HR Timeline Pine Valley Investments Ltd Liability Co More: the full row for Pine Valley Investments Ltd Liability Co 9,430 $1.63M 0.08% -4,645 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 9,301 $1.61M 0.13% -1,311 13F-HR Timeline INGALLS & SNYDER LLC More: the full row for INGALLS & SNYDER LLC 9,293 $1.6M 0.06% +20 13F-HR Timeline Generali Investments CEE, investicni sp… More: the full row for Generali Investments CEE, investicni spolecnost, a.s. 9,200 $1.59M 0.08% 0 13F-HR Timeline OSSIAM More: the full row for OSSIAM 9,199 $1.59M 0.03% +16 13F-HR Timeline First Bank & Trust More: the full row for First Bank & Trust 9,169 $1.58M 0.25% new 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 9,113 $1.57M 0.08% +556 13F-HR Timeline UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT… More: the full row for UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT CO 9,112 $1.57M 0.23% new 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 9,105 $1.57M 0.01% -1,211 13F-HR Timeline Orographic Financial Advisors, LLC More: the full row for Orographic Financial Advisors, LLC 9,095 $1.57M 1.11% 13F-HR Timeline TWIN CITY PRIVATE WEALTH, LLC More: the full row for TWIN CITY PRIVATE WEALTH, LLC 9,090 $1.57M 1.19% +1,291 13F-HR Timeline AZZAD ASSET MANAGEMENT INC /ADV More: the full row for AZZAD ASSET MANAGEMENT INC /ADV 8,999 $1.55M 0.16% +170 13F-HR Timeline ACCOUNT MANAGEMENT LLC More: the full row for ACCOUNT MANAGEMENT LLC 8,845 $1.53M 1.67% 0 13F-HR Timeline CITIZENS & NORTHERN CORP in group CITIZENS & NORTHERN CORP More: the full row for CITIZENS & NORTHERN CORP 8,773 $1.51M 0.38% -288 13F-HR Timeline Group JB Capital LLC More: the full row for JB Capital LLC 8,748 $1.51M 0.06% -6,465 13F-HR Timeline Boit C F David More: the full row for Boit C F David 8,710 $1.5M 0.67% 0 13F-HR Timeline Mendel Money Management More: the full row for Mendel Money Management 8,633 $1.49M 0.62% +2,433 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 8,628 $1.49M 0.07% +2,030 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 8,601 $1.48M 0.08% +794 13F-HR Timeline Aspire Private Capital, LLC More: the full row for Aspire Private Capital, LLC 8,543 $1.47M 0.33% +72 13F-HR Timeline New Hampshire Trust More: the full row for New Hampshire Trust 8,520 $1.47M 0.3% +730 13F-HR Timeline Fairbanks Capital Management, Inc. More: the full row for Fairbanks Capital Management, Inc. 8,504 $1.47M 0.92% -200 13F-HR Timeline TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 8,492 $1.47M 0.14% +108 13F-HR Timeline Diversify Advisory Services, LLC group of 2 filers holding More: the full row for Diversify Advisory Services, LLC 8,186 $1.46M +2,969 Timeline ROSENBLUM SILVERMAN SUTTON S F INC /CA More: the full row for ROSENBLUM SILVERMAN SUTTON S F INC /CA 8,446 $1.46M 0.38% -761 13F-HR Timeline EPIQ PARTNERS, LLC More: the full row for EPIQ PARTNERS, LLC 8,433 $1.46M 0.68% -518 13F-HR Timeline SBI Okasan Asset Management Co.Ltd. More: the full row for SBI Okasan Asset Management Co.Ltd. 8,500 $1.45M 0.06% 0 13F-HR Timeline STEVENS CAPITAL MANAGEMENT LP More: the full row for STEVENS CAPITAL MANAGEMENT LP 8,387 $1.45M 0.22% -7,755 13F-HR Timeline Hixon Zuercher, LLC More: the full row for Hixon Zuercher, LLC 8,372 $1.44M 0.45% +1,398 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 8,339 $1.44M 0.2% -1,060 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 8,337 $1.44M 0.02% +413 13F-HR Timeline Group Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 8,275 $1.43M 0.02% +2,624 13F-HR Timeline Group Argent Trust Co More: the full row for Argent Trust Co 8,266 $1.43M 0.05% +609 13F-HR Timeline Rossmore Private Capital More: the full row for Rossmore Private Capital 8,109 $1.4M 0.12% -130 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 8,044 $1.39M 0.04% +1,155 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 7,998 $1.38M 0.05% +269 13F-HR Timeline Groupe la Francaise in group Groupe la Francaise More: the full row for Groupe la Francaise 7,997 $1.38M 0.02% -744 13F-HR Timeline Group LMCG INVESTMENTS, LLC More: the full row for LMCG INVESTMENTS, LLC 7,950 $1.37M 0.08% +6,060 13F-HR Timeline Tema ETFs LLC More: the full row for Tema ETFs LLC 7,912 $1.37M 0.09% +35 13F-HR Timeline Salvus Wealth Management, LLC More: the full row for Salvus Wealth Management, LLC 7,887 $1.36M 0.79% +1,713 13F-HR Timeline AlphaGrep UK Ltd More: the full row for AlphaGrep UK Ltd 7,876 $1.36M 0.4% -604 13F-HR Timeline Altman Advisors, Inc. More: the full row for Altman Advisors, Inc. 7,817 $1.35M 0.56% +653 13F-HR Timeline BTC Capital Management, Inc. in group BTC Capital Management, Inc. More: the full row for BTC Capital Management, Inc. 7,796 $1.35M 0.09% +962 13F-HR Timeline Group Legacy Wealth Asset Management, LLC More: the full row for Legacy Wealth Asset Management, LLC 7,790 $1.34M 0.33% +617 13F-HR Timeline Welch & Forbes LLC More: the full row for Welch & Forbes LLC 7,775 $1.34M 0.02% -101 13F-HR Timeline Columbia Asset Management More: the full row for Columbia Asset Management 7,732 $1.33M 0.25% +315 13F-HR Timeline Ninepoint Partners LP More: the full row for Ninepoint Partners LP 7,732 $1.33M 0.16% -2,563 13F-HR Timeline VCI Wealth Management LLC More: the full row for VCI Wealth Management LLC 7,647 $1.32M 0.37% new 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 7,639 $1.32M 0.01% +35 13F-HR Timeline RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 7,622 $1.32M 0.02% +1,675 13F-HR Timeline Hanson & Doremus Investment Management More: the full row for Hanson & Doremus Investment Management 7,614 $1.31M 0.15% new 13F-HR Timeline Midwest Professional Planners, LTD. More: the full row for Midwest Professional Planners, LTD. 7,595 $1.31M 0.31% -200 13F-HR Timeline ARBOR CAPITAL MANAGEMENT INC /ADV More: the full row for ARBOR CAPITAL MANAGEMENT INC /ADV 7,524 $1.31M 1.07% -164 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 7,541 $1.3M 0.05% -327 13F-HR Timeline Group PFG Investments, LLC More: the full row for PFG Investments, LLC 7,528 $1.3M 0.06% +48 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 7,502 $1.29M 0.01% -436 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 7,466 $1.29M 0.06% -576 13F-HR Timeline Howard Capital Management, LLC More: the full row for Howard Capital Management, LLC 7,454 $1.29M 0.02% -1,827 13F-HR Timeline FIDUCIARY FAMILY OFFICE, LLC More: the full row for FIDUCIARY FAMILY OFFICE, LLC 7,364 $1.27M 0.36% +2,154 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 7,342 $1.27M 0.05% +3,152 13F-HR/A Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 7,212 $1.24M 0.02% -23 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. AUGUSTINE ASSET MANAGEMENT INC More: the full row for AUGUSTINE ASSET MANAGEMENT INC 7,209 $1.24M 0.28% -42 13F-HR Timeline QRG CAPITAL MANAGEMENT, INC. More: the full row for QRG CAPITAL MANAGEMENT, INC. 7,199 $1.24M 0.01% -15,174 13F-HR Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 7,135 $1.23M <0.01% -12 13F-HR Timeline Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 7,129 $1.23M 0.02% +127 13F-HR Timeline Group Lineweaver Wealth Advisors, LLC More: the full row for Lineweaver Wealth Advisors, LLC 7,094 $1.22M 0.17% +1,498 13F-HR Timeline SHELTON CAPITAL MANAGEMENT More: the full row for SHELTON CAPITAL MANAGEMENT 7,079 $1.22M 0.03% +951 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 7,041 $1.22M 0.02% -587 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 6,945 $1.2M 0.07% +225 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 6,945 $1.2M 0.17% -100 13F-HR Timeline Triangle Securities Wealth Management More: the full row for Triangle Securities Wealth Management 6,923 $1.19M 0.27% -66 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 6,898 $1.19M 0.03% new 13F-HR/A Timeline AMF Tjanstepension AB More: the full row for AMF Tjanstepension AB 6,880 $1.19M 0.01% 0 13F-HR Timeline INTRUST BANK NA More: the full row for INTRUST BANK NA 6,870 $1.19M 0.1% +2,335 13F-HR Timeline United Bank More: the full row for United Bank 6,838 $1.18M 0.39% +562 13F-HR Timeline Sage Capital Management, LLC More: the full row for Sage Capital Management, LLC 6,821 $1.18M 0.55% -266 13F-HR Timeline Resolution Capital Ltd More: the full row for Resolution Capital Ltd 6,791 $1.17M 0.02% -15,998 13F-HR Timeline Revisor Wealth Management LLC More: the full row for Revisor Wealth Management LLC 6,791 $1.17M 0.32% +227 13F-HR Timeline BAKER TILLY WEALTH MANAGEMENT, LLC More: the full row for BAKER TILLY WEALTH MANAGEMENT, LLC 6,774 $1.17M 0.28% +1,549 13F-HR Timeline Mirabaud Asset Management Ltd More: the full row for Mirabaud Asset Management Ltd 6,833 $1.16M 0.96% -1,219 13F-HR Timeline Marion Wealth Management More: the full row for Marion Wealth Management 6,745 $1.16M 0.26% +504 13F-HR Timeline Westhampton Capital, LLC More: the full row for Westhampton Capital, LLC 6,735 $1.16M 0.54% -148 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 6,733 $1.15M 0.04% +1,129 13F-HR Timeline OUTFITTERS FINANCIAL LLC More: the full row for OUTFITTERS FINANCIAL LLC 6,645 $1.15M 0.89% +1,170 13F-HR Timeline Cordatus Wealth Management LLC More: the full row for Cordatus Wealth Management LLC 6,608 $1.14M 0.27% +122 13F-HR Timeline Cross Staff Investments Inc More: the full row for Cross Staff Investments Inc 6,602 $1.14M 0.58% +12 13F-HR Timeline BRADLEY FOSTER & SARGENT INC/CT More: the full row for BRADLEY FOSTER & SARGENT INC/CT 6,594 $1.14M 0.02% -802 13F-HR/A Timeline Argent Advisors, Inc. More: the full row for Argent Advisors, Inc. 6,485 $1.12M 0.31% -140 13F-HR Timeline Meeder Advisory Services, Inc. group of 2 filers holding More: the full row for Meeder Advisory Services, Inc. 6,471 $1.12M +776 Timeline HARMONY ASSET MANAGEMENT LLC More: the full row for HARMONY ASSET MANAGEMENT LLC 6,462 $1.12M 0.34% -215 13F-HR Timeline GLOBALT Investments LLC / GA More: the full row for GLOBALT Investments LLC / GA 6,443 $1.11M 0.04% +33 13F-HR Timeline ACORN FINANCIAL ADVISORY SERVICES INC /… More: the full row for ACORN FINANCIAL ADVISORY SERVICES INC /ADV 6,425 $1.11M 0.15% -37 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 6,417 $1.11M 0.11% +203 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 6,383 $1.1M 0.02% -666 13F-HR Timeline Professional Financial Advisors, LLC More: the full row for Professional Financial Advisors, LLC 6,379 $1.1M 0.22% new 13F-HR Timeline Harvest Portfolios Group Inc. More: the full row for Harvest Portfolios Group Inc. 6,365 $1.1M 0.02% -3,514 13F-HR Timeline Applied Finance Capital Management, LLC More: the full row for Applied Finance Capital Management, LLC 6,325 $1.09M 0.08% +187 13F-HR Timeline BAILARD, INC. More: the full row for BAILARD, INC. 6,285 $1.08M 0.02% -46 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 6,277 $1.08M 0.02% +1,950 13F-HR Timeline Choate Investment Advisors More: the full row for Choate Investment Advisors 6,250 $1.08M 0.02% -416 13F-HR Timeline LifePlan Financial, LLC More: the full row for LifePlan Financial, LLC 6,196 $1.07M 0.79% +781 13F-HR Timeline