MILESTONE ASSET MANAGEMENT, LLC More: the full row for MILESTONE ASSET MANAGEMENT, LLC 19,705 $3.35M 0.53% +1,552 13F-HR Timeline CAPITAL GROUP INVESTMENT MANAGEMENT PTE… group of 2 filers holding More: the full row for CAPITAL GROUP INVESTMENT MANAGEMENT PTE. LTD. 19,676 $3.34M new Timeline Cinctive Capital Management LP More: the full row for Cinctive Capital Management LP 19,649 $3.34M 0.13% new 13F-HR Timeline Impact Investors, Inc More: the full row for Impact Investors, Inc 19,597 $3.33M 2.43% -3,868 13F-HR Timeline Meridian Wealth Advisors, LLC More: the full row for Meridian Wealth Advisors, LLC 19,556 $3.32M 0.38% new 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 19,502 $3.31M 0.02% -8,971 13F-HR Timeline XML Financial, LLC More: the full row for XML Financial, LLC 19,418 $3.3M 0.24% +170 13F-HR Timeline FORTEM FINANCIAL GROUP, LLC More: the full row for FORTEM FINANCIAL GROUP, LLC 19,241 $3.27M 0.67% new 13F-HR Timeline Circle Wealth Management, LLC More: the full row for Circle Wealth Management, LLC 19,124 $3.25M 0.04% -652 13F-HR Timeline Skylands Capital, LLC More: the full row for Skylands Capital, LLC 19,100 $3.24M 0.4% new 13F-HR Timeline VALLEY WEALTH MANAGERS, INC. in group VALLEY WEALTH MANAGERS, INC. More: the full row for VALLEY WEALTH MANAGERS, INC. 19,094 $3.24M 0.19% +302 13F-HR Timeline Group Midwest Professional Planners, LTD. More: the full row for Midwest Professional Planners, LTD. 19,062 $3.24M 0.63% +517 13F-HR Timeline Oxler Private Wealth LLC More: the full row for Oxler Private Wealth LLC 18,991 $3.23M 0.92% -1 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 18,904 $3.21M 0.23% +483 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 18,815 $3.2M 0.08% +3,898 13F-HR Timeline Salvus Wealth Management, LLC More: the full row for Salvus Wealth Management, LLC 18,792 $3.19M 1.79% -1,072 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 18,708 $3.18M 0.03% -1,078 13F-HR Timeline HERALD INVESTMENT MANAGEMENT Ltd More: the full row for HERALD INVESTMENT MANAGEMENT Ltd 18,700 $3.18M 0.43% 0 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 19,047 $3.18M 0.19% +13,888 13F-HR Timeline Destination Wealth Management More: the full row for Destination Wealth Management 18,673 $3.17M 0.07% +87 13F-HR Timeline Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 18,653 $3.17M <0.01% +5,068 13F-HR Timeline Vivid Wealth Management, LLC More: the full row for Vivid Wealth Management, LLC 18,573 $3.16M 1.11% -1,892 13F-HR Timeline Concentric Capital Strategies, LP More: the full row for Concentric Capital Strategies, LP 18,565 $3.15M 0.19% +14,058 13F-HR Timeline Arete Wealth Advisors, LLC More: the full row for Arete Wealth Advisors, LLC 18,558 $3.15M 0.21% -315 13F-HR/A Timeline Walkner Condon Financial Advisors LLC More: the full row for Walkner Condon Financial Advisors LLC 18,546 $3.15M 0.36% +170 13F-HR Timeline Stonebridge Capital Advisors LLC More: the full row for Stonebridge Capital Advisors LLC 18,542 $3.15M 0.2% +1,454 13F-HR Timeline Cornerstone Select Advisors, LLC More: the full row for Cornerstone Select Advisors, LLC 18,523 $3.15M 1.32% +2,392 13F-HR Timeline Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 18,412 $3.13M +3,353 Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 18,156 $3.08M 0.15% +374 13F-HR Timeline Fire Capital Management LLC More: the full row for Fire Capital Management LLC 18,116 $3.08M 1.25% +2,656 13F-HR Timeline GUERRA PAN ADVISORS, LLC More: the full row for GUERRA PAN ADVISORS, LLC 18,072 $3.07M 1.71% -1,388 13F-HR Timeline Strengthening Families & Communities, L… More: the full row for Strengthening Families & Communities, LLC 17,603 $2.99M 0.67% +94 13F-HR Timeline Polar Asset Management Partners Inc. More: the full row for Polar Asset Management Partners Inc. 17,546 $2.98M 0.05% -125,939 13F-HR Timeline Daybright Advisory Services, Inc. More: the full row for Daybright Advisory Services, Inc. 16,473 $2.97M 0.71% 0 13F-HR Timeline Timothy G. Youngquist 2020 Irrevocable … More: the full row for Timothy G. Youngquist 2020 Irrevocable Trust 17,435 $2.96M 0.59% +17,070 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 17,425 $2.96M 0.08% +1,576 13F-HR Timeline DARK FOREST CAPITAL MANAGEMENT LP More: the full row for DARK FOREST CAPITAL MANAGEMENT LP 17,422 $2.96M 0.19% -3,630 13F-HR Timeline Dalton Investments, Inc. More: the full row for Dalton Investments, Inc. 17,300 $2.94M 2.65% 0 13F-HR Timeline Nutshell Asset Management Ltd More: the full row for Nutshell Asset Management Ltd 17,002 $2.89M 0.96% -65,298 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 16,966 $2.88M 0.15% +1,929 13F-HR Timeline Element Squared LLC More: the full row for Element Squared LLC 16,919 $2.87M 1.43% new 13F-HR Timeline Old North State Trust, LLC More: the full row for Old North State Trust, LLC 16,885 $2.87M 1.47% +1,525 13F-HR Timeline Whitaker-Myers Wealth Managers, LTD. More: the full row for Whitaker-Myers Wealth Managers, LTD. 16,847 $2.86M 0.48% +14,310 13F-HR Timeline TWIN CAPITAL MANAGEMENT INC More: the full row for TWIN CAPITAL MANAGEMENT INC 16,836 $2.86M 0.31% +8,329 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 16,776 $2.85M 0.06% -505 13F-HR Timeline 180 WEALTH ADVISORS, LLC More: the full row for 180 WEALTH ADVISORS, LLC 16,733 $2.84M 0.29% +842 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 16,724 $2.84M 0.01% -2,001 13F-HR Timeline Malaga Cove Capital, LLC More: the full row for Malaga Cove Capital, LLC 16,679 $2.83M 0.9% +1,809 13F-HR Timeline WESPAC Advisors SoCal, LLC More: the full row for WESPAC Advisors SoCal, LLC 16,655 $2.83M 0.51% +777 13F-HR Timeline ROMAN BUTLER FULLERTON & CO More: the full row for ROMAN BUTLER FULLERTON & CO 15,618 $2.83M 0.67% +4,371 13F-HR Timeline Rockline Wealth Management, LLC More: the full row for Rockline Wealth Management, LLC 16,579 $2.82M 0.54% +2,314 13F-HR Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 16,564 $2.81M 0.21% +749 13F-HR Timeline TFR Capital, LLC. More: the full row for TFR Capital, LLC. 16,474 $2.8M 0.79% -3,370 13F-HR Timeline Peloton Wealth Strategists More: the full row for Peloton Wealth Strategists 16,455 $2.79M 1.03% +4,350 13F-HR Timeline Pinnacle Wealth Management, LLC More: the full row for Pinnacle Wealth Management, LLC 16,444 $2.79M 1.73% -977 13F-HR Timeline Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 14,925 $2.79M 0.27% +2,095 13F-HR Timeline Freedom Day Solutions, LLC More: the full row for Freedom Day Solutions, LLC 16,375 $2.78M 0.62% new 13F-HR Timeline TRIGLAV INVESTMENTS, D.O.O. More: the full row for TRIGLAV INVESTMENTS, D.O.O. 16,300 $2.77M 0.15% +7,800 13F-HR Timeline Kesler, Norman & Wride, LLC More: the full row for Kesler, Norman & Wride, LLC 16,240 $2.76M 0.44% -608 13F-HR Timeline VERUS CAPITAL PARTNERS, LLC More: the full row for VERUS CAPITAL PARTNERS, LLC 16,226 $2.76M 0.15% +13,097 13F-HR Timeline THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 16,180 $2.75M 0.13% +1,737 13F-HR Timeline Pekao Towarzystwo Funduszy Inwestycyjny… More: the full row for Pekao Towarzystwo Funduszy Inwestycyjnych S.A. 16,038 $2.72M 1.73% +431 13F-HR Timeline PRIMECAP MANAGEMENT CO/CA/ More: the full row for PRIMECAP MANAGEMENT CO/CA/ 16,000 $2.72M <0.01% 0 13F-HR Timeline GROESBECK INVESTMENT MANAGEMENT CORP /N… More: the full row for GROESBECK INVESTMENT MANAGEMENT CORP /NJ/ 15,980 $2.71M 4.32% +1,351 13F-HR Timeline Summit Global Investments in group Summit Global Investments More: the full row for Summit Global Investments 15,893 $2.7M 0.15% -110 13F-HR Timeline Group Krilogy Financial LLC More: the full row for Krilogy Financial LLC 15,883 $2.7M 0.08% -3,074 13F-HR Timeline Essex Financial Services, Inc. group of 2 filers holding More: the full row for Essex Financial Services, Inc. 15,828 $2.69M -107 Timeline Frec Markets, Inc. in group Frec Markets, Inc. More: the full row for Frec Markets, Inc. 15,722 $2.67M 0.24% +5,177 13F-HR Timeline Group NorthCrest Asset Manangement, LLC More: the full row for NorthCrest Asset Manangement, LLC 14,453 $2.67M 0.07% -1,530 13F-HR Timeline PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 15,673 $2.66M 0.03% -1,422 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 15,932 $2.65M 0.05% +285 13F-HR Timeline Bosman Wealth Management, LLC More: the full row for Bosman Wealth Management, LLC 15,595 $2.65M 1.64% -3,414 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 15,570 $2.64M 0.04% -733 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 15,968 $2.62M 0.09% 0 13F-HR Timeline Mandatum Life Insurance Co Ltd More: the full row for Mandatum Life Insurance Co Ltd 15,300 $2.6M 0.48% 0 13F-HR Timeline RETIREMENT GUYS FORMULA LLC More: the full row for RETIREMENT GUYS FORMULA LLC 15,232 $2.59M 0.97% +344 13F-HR Timeline Pinnacle Financial Partners, Inc. in group Pinnacle Financial Partners, … More: the full row for Pinnacle Financial Partners, Inc. 15,151 $2.57M 0.02% +5,819 13F-HR Timeline Group Union Square Park Capital Management, L… More: the full row for Union Square Park Capital Management, LLC 15,000 $2.55M 1.85% 0 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 14,969 $2.54M 0.1% +68 13F-HR Timeline NEXT CENTURY GROWTH INVESTORS LLC More: the full row for NEXT CENTURY GROWTH INVESTORS LLC 14,952 $2.54M 0.13% new 13F-HR Timeline Sivia Capital Partners, LLC More: the full row for Sivia Capital Partners, LLC 14,944 $2.54M 0.31% +2,206 13F-HR Timeline SHUTTLEWORTH & Co More: the full row for SHUTTLEWORTH & Co 14,932 $2.54M 2.03% +2,044 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 14,906 $2.53M 0.15% +56 13F-HR Timeline Fragasso Financial Advisors Inc More: the full row for Fragasso Financial Advisors Inc 14,840 $2.52M 0.13% +507 13F-HR Timeline FOURPATH CAPITAL MANAGEMENT, LLC More: the full row for FOURPATH CAPITAL MANAGEMENT, LLC 14,835 $2.52M 0.33% +669 13F-HR Timeline Weaver Capital Management LLC More: the full row for Weaver Capital Management LLC 20,451 $2.51M 0.55% 0 13F-HR Timeline Veracity Capital LLC More: the full row for Veracity Capital LLC 14,695 $2.5M 0.67% +321 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 14,665 $2.49M 0.25% +1,664 13F-HR Timeline CAISSE DES DEPOTS ET CONSIGNATIONS More: the full row for CAISSE DES DEPOTS ET CONSIGNATIONS 14,457 $2.46M 0.04% -7,554 13F-HR Timeline XTX Topco Ltd in group XTX Topco Ltd More: the full row for XTX Topco Ltd 14,423 $2.45M 0.03% -28,273 13F-HR Timeline Group Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 14,421 $2.45M 0.03% -2,407 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 14,417 $2.45M 0.15% -2,350 13F-HR Timeline Perpetual Ltd in group Perpetual Ltd More: the full row for Perpetual Ltd 14,390 $2.44M 0.03% -1,117 13F-HR Timeline Group NFSG Corp More: the full row for NFSG Corp 14,371 $2.44M 0.3% +2,920 13F-HR Timeline NORTHSTAR ASSET MANAGEMENT INC More: the full row for NORTHSTAR ASSET MANAGEMENT INC 14,362 $2.44M 0.71% -6,102 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 14,245 $2.42M 0.04% +3,251 13F-HR Timeline Werlinich Asset Management, LLC More: the full row for Werlinich Asset Management, LLC 14,170 $2.41M 0.92% -15 13F-HR Timeline WRIGHT INVESTORS SERVICE INC More: the full row for WRIGHT INVESTORS SERVICE INC 14,003 $2.38M 0.65% -19 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. MOODY NATIONAL BANK TRUST DIVISION in group MOODY NATIONAL BANK TRUST DIV… More: the full row for MOODY NATIONAL BANK TRUST DIVISION 13,903 $2.36M 0.2% +12,261 13F-HR Timeline Group Qtron Investments LLC More: the full row for Qtron Investments LLC 13,796 $2.34M 0.31% -526 13F-HR Timeline SteelPeak Wealth, LLC More: the full row for SteelPeak Wealth, LLC 13,791 $2.34M 0.06% -2,589 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 13,785 $2.34M 0.03% +563 13F-HR Timeline Putney Financial Group LLC More: the full row for Putney Financial Group LLC 13,699 $2.33M 2.1% +30 13F-HR Timeline Harel Insurance Investments & Financial… in group Harel Insurance Investments &… More: the full row for Harel Insurance Investments & Financial Services Ltd. 13,635 $2.32M 0.01% -600 13F-HR Timeline Group BLALOCK WILLIAMS, LLC More: the full row for BLALOCK WILLIAMS, LLC 13,594 $2.31M 1.5% -3,415 13F-HR Timeline Sun Financial Inc More: the full row for Sun Financial Inc 12,058 $2.31M 1.09% +95 13F-HR Timeline Knights of Columbus Asset Advisors LLC More: the full row for Knights of Columbus Asset Advisors LLC 13,551 $2.3M 0.12% +324 13F-HR Timeline Linscomb Wealth, Inc. More: the full row for Linscomb Wealth, Inc. 13,455 $2.29M 0.1% +522 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 13,450 $2.28M 0.11% +196 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 13,418 $2.28M 0.09% +9,335 13F-HR Timeline Mendel Money Management More: the full row for Mendel Money Management 13,374 $2.27M 0.83% +1,661 13F-HR Timeline CHILTON CAPITAL MANAGEMENT LLC More: the full row for CHILTON CAPITAL MANAGEMENT LLC 13,238 $2.25M 0.07% -33 13F-HR Timeline Stonebridge Financial Group, LLC/CA More: the full row for Stonebridge Financial Group, LLC/CA 13,223 $2.25M 0.31% 13F-HR Timeline DE BURLO GROUP INC More: the full row for DE BURLO GROUP INC 13,203 $2.24M 0.41% 0 13F-HR Timeline ARGUS INVESTORS' COUNSEL, INC. More: the full row for ARGUS INVESTORS' COUNSEL, INC. 13,108 $2.23M 1.71% -350 13F-HR Timeline Andrew Hill Investment Advisors, Inc. More: the full row for Andrew Hill Investment Advisors, Inc. 13,016 $2.21M 1.64% +1,104 13F-HR Timeline Interchange Capital Partners, LLC More: the full row for Interchange Capital Partners, LLC 12,942 $2.2M 0.41% +2,327 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 12,900 $2.19M 0.01% +1,498 13F-HR Timeline WealthCare Asset Management, LLC More: the full row for WealthCare Asset Management, LLC 12,878 $2.19M 0.92% new 13F-HR Timeline United Asset Strategies, Inc. More: the full row for United Asset Strategies, Inc. 12,863 $2.19M 0.15% +2,006 13F-HR Timeline VCI Wealth Management LLC More: the full row for VCI Wealth Management LLC 12,840 $2.18M 0.55% +4,201 13F-HR Timeline BEACON FINANCIAL GROUP More: the full row for BEACON FINANCIAL GROUP 12,835 $2.18M 0.2% -140 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 12,829 $2.18M 0.03% +1,191 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 12,828 $2.18M 0.05% +2,165 13F-HR Timeline Advisory Resource Group More: the full row for Advisory Resource Group 12,797 $2.17M 0.33% -31 13F-HR Timeline Morse Asset Management, Inc More: the full row for Morse Asset Management, Inc 12,749 $2.17M 0.36% +5 13F-HR Timeline Gratus Wealth Advisors, LLC More: the full row for Gratus Wealth Advisors, LLC 12,742 $2.16M 0.28% +291 13F-HR Timeline Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 12,687 $2.16M 0.12% +234 13F-HR Timeline VIAWEALTH, LLC More: the full row for VIAWEALTH, LLC 12,633 $2.15M 1.08% -235 13F-HR Timeline Empower Advisory Group, LLC in group Empower Annuity Insurance Co … More: the full row for Empower Advisory Group, LLC 12,592 $2.14M 0.01% -197 13F-HR Timeline Group Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 12,522 $2.13M 0.08% -1,020 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 12,508 $2.12M 0.18% -1,402 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 12,476 $2.12M 0.07% +459 13F-HR Timeline Fairtree Asset Management (Pty) Ltd More: the full row for Fairtree Asset Management (Pty) Ltd 12,436 $2.11M 0.81% +4,218 13F-HR Timeline Pacific Point Advisors, LLC More: the full row for Pacific Point Advisors, LLC 12,385 $2.1M 0.96% -1,861 13F-HR Timeline LIGHTHOUSE FINANCIAL SERVICES INC /ADV More: the full row for LIGHTHOUSE FINANCIAL SERVICES INC /ADV 12,621 $2.1M 0.44% +17 13F-HR Timeline DISCOVERY CAPITAL MANAGEMENT, LLC / CT More: the full row for DISCOVERY CAPITAL MANAGEMENT, LLC / CT 12,307 $2.09M 0.09% new 13F-HR Timeline 4J Wealth Management LLC More: the full row for 4J Wealth Management LLC 12,290 $2.09M 1.02% +78 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 12,229 $2.08M 0.43% +388 13F-HR Timeline Gerber Kawasaki Wealth & Investment Man… More: the full row for Gerber Kawasaki Wealth & Investment Management 12,213 $2.07M 0.06% +238 13F-HR Timeline BDF-GESTION More: the full row for BDF-GESTION 24,264 $2.07M 0.28% -2,728 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 12,198 $2.07M 0.95% +2,476 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 12,182 $2.07M 0.03% +604 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 12,171 $2.07M 0.12% -256 13F-HR Timeline Polymer Capital Management (US) LLC More: the full row for Polymer Capital Management (US) LLC 12,099 $2.06M 0.3% +6,484 13F-HR Timeline Citizens National Bank Trust Department More: the full row for Citizens National Bank Trust Department 12,065 $2.05M 0.3% -15 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 12,225 $2.04M 0.1% +2,149 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 11,947 $2.03M 0.08% +1,145 13F-HR Timeline FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 11,935 $2.03M 0.1% +3,576 13F-HR Timeline Virtus Investment Advisers, LLC group of 2 filers holding More: the full row for Virtus Investment Advisers, LLC 11,920 $2.02M -2,491 Timeline OneAscent Financial Services LLC group of 4 filers holding More: the full row for OneAscent Financial Services LLC 11,878 $2.02M +1,027 Timeline INGALLS & SNYDER LLC More: the full row for INGALLS & SNYDER LLC 11,754 $2M 0.05% +34 13F-HR Timeline Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 11,723 $1.99M 0.54% +2,769 13F-HR Timeline Triangle Securities Wealth Management More: the full row for Triangle Securities Wealth Management 11,610 $1.97M 0.39% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Arbor Wealth Management LLC\AZ More: the full row for Arbor Wealth Management LLC\AZ 11,519 $1.96M 1.74% -57 13F-HR Timeline Kintegral Advisory, LLC in group Kintegral Advisory, LLC More: the full row for Kintegral Advisory, LLC 11,506 $1.95M 0.16% 0 13F-HR Timeline Group Realta Investment Advisors More: the full row for Realta Investment Advisors 11,497 $1.95M 0.61% -80 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 11,496 $1.95M 0.01% +9,163 13F-HR Timeline True North Advisors, LLC More: the full row for True North Advisors, LLC 11,485 $1.95M 0.19% -312 13F-HR Timeline Concentrum Wealth Management More: the full row for Concentrum Wealth Management 11,465 $1.95M 0.47% +31 13F-HR Timeline JT Stratford LLC More: the full row for JT Stratford LLC 11,408 $1.94M 0.21% +167 13F-HR Timeline EVOLVE PRIVATE WEALTH, LLC More: the full row for EVOLVE PRIVATE WEALTH, LLC 11,401 $1.94M 0.12% -4,259 13F-HR Timeline Rossmore Private Capital More: the full row for Rossmore Private Capital 11,400 $1.94M 0.16% 0 13F-HR Timeline Trust Asset Management LLC More: the full row for Trust Asset Management LLC 11,383 $1.93M 0.12% -44 13F-HR/A Timeline STANCE CAPITAL LLC More: the full row for STANCE CAPITAL LLC 11,368 $1.93M 0.59% +1,372 13F-HR Timeline Kingsbury Capital Investment Advisors L… More: the full row for Kingsbury Capital Investment Advisors LLC 11,217 $1.91M 1.61% -76 13F-HR Timeline KMT WEALTH MANAGEMENT, LLC More: the full row for KMT WEALTH MANAGEMENT, LLC 11,217 $1.91M 1.61% new 13F-HR Timeline Intellectus Partners, LLC More: the full row for Intellectus Partners, LLC 11,201 $1.9M 0.33% +913 13F-HR Timeline Prairie Wealth Advisors, Inc. More: the full row for Prairie Wealth Advisors, Inc. 0 $1.89M 0.45% 0 13F-HR Timeline Amount filed as zero, left out of ratios. Optas, LLC More: the full row for Optas, LLC 11,138 $1.89M 0.27% -728 13F-HR Timeline Bluebird Wealth Management LLC More: the full row for Bluebird Wealth Management LLC 11,065 $1.88M 1.63% -6,973 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 11,041 $1.88M 0.13% -1,002 13F-HR Timeline Virtue Capital Management, LLC More: the full row for Virtue Capital Management, LLC 11,038 $1.88M 0.25% +5,373 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 10,945 $1.86M 0.04% +10,181 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 10,922 $1.86M 0.11% -7,971 13F-HR Timeline Vancity Investment Management Ltd More: the full row for Vancity Investment Management Ltd 10,840 $1.84M 0.28% new 13F-HR Timeline Inscription Capital, LLC More: the full row for Inscription Capital, LLC 10,827 $1.84M 0.16% -136 13F-HR Timeline Parisi Gray Wealth Management More: the full row for Parisi Gray Wealth Management 10,825 $1.84M 0.38% -37 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 10,818 $1.84M 0.25% +10,808 13F-HR Timeline ROI Financial Advisors, LLC More: the full row for ROI Financial Advisors, LLC 10,806 $1.84M 0.95% +1,011 13F-HR Timeline Weiss Asset Management LP in group Weiss Asset Management LP More: the full row for Weiss Asset Management LP 10,786 $1.83M 0.02% -195,414 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. Buckley Wealth Management, LLC More: the full row for Buckley Wealth Management, LLC 10,750 $1.83M 0.45% -65 13F-HR Timeline SHELTON WEALTH MANAGEMENT, LLC More: the full row for SHELTON WEALTH MANAGEMENT, LLC 10,739 $1.82M 0.72% -1,411 13F-HR Timeline GLR Partners, LLC More: the full row for GLR Partners, LLC 10,705 $1.82M 0.85% new 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 10,657 $1.81M 0.04% +1,495 13F-HR Timeline Pine Valley Investments Ltd Liability Co More: the full row for Pine Valley Investments Ltd Liability Co 10,632 $1.81M 0.08% +601 13F-HR Timeline GREAT LAKES ADVISORS, LLC More: the full row for GREAT LAKES ADVISORS, LLC 10,618 $1.8M 0.01% -862 13F-HR Timeline Round Rock Advisors LLC More: the full row for Round Rock Advisors LLC 10,421 $1.77M 0.23% +1 13F-HR Timeline Sunstone Asset Management, LP More: the full row for Sunstone Asset Management, LP 10,400 $1.77M 1.91% new 13F-HR Timeline Gryphon Financial Partners LLC More: the full row for Gryphon Financial Partners LLC 10,389 $1.76M 0.16% -209 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 10,384 $1.76M 0.06% -173 13F-HR Timeline AlTi Global, Inc. in group AlTi Global, Inc. More: the full row for AlTi Global, Inc. 10,379 $1.76M 0.04% -38 13F-HR Timeline Group Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 10,374 $1.76M 0.11% -394 13F-HR Timeline Legacy Capital Wealth Partners, LLC More: the full row for Legacy Capital Wealth Partners, LLC 10,357 $1.76M 0.34% +1,701 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 10,213 $1.74M 0.02% +1,452 13F-HR Timeline DENALI ADVISORS LLC More: the full row for DENALI ADVISORS LLC 10,212 $1.73M 0.17% +8 13F-HR Timeline Stiles Financial Services Inc More: the full row for Stiles Financial Services Inc 10,206 $1.73M 0.44% +3,085 13F-HR Timeline Triasima Portfolio Management inc. More: the full row for Triasima Portfolio Management inc. 10,143 $1.72M 0.23% +323 13F-HR Timeline PAX Financial Group, LLC More: the full row for PAX Financial Group, LLC 10,140 $1.72M 0.26% -602 13F-HR Timeline Elevate Capital Advisors, LLC More: the full row for Elevate Capital Advisors, LLC 10,140 $1.72M 0.95% -1,211 13F-HR Timeline