VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 27,220 $4.8M 0.14% -926 13F-HR Timeline TOWNSQUARE CAPITAL LLC More: the full row for TOWNSQUARE CAPITAL LLC 27,175 $4.79M 0.88% +9,001 13F-HR Timeline BURLING WEALTH PARTNERS, LLC More: the full row for BURLING WEALTH PARTNERS, LLC 27,050 $4.77M 0.7% +23,049 13F-HR Timeline CORNERSTONE ENTERPRISES, LLC More: the full row for CORNERSTONE ENTERPRISES, LLC 26,920 $4.75M 2.17% +10,630 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 26,907 $4.74M 0.08% -200 13F-HR Timeline Group BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 26,752 $4.72M 0.09% +771 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 26,612 $4.69M 0.31% -410 13F-HR Timeline Group Diversify Advisory Services, LLC group of 2 filers holding More: the full row for Diversify Advisory Services, LLC 31,218 $4.66M +9,338 Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 26,242 $4.63M 0.08% +3,746 13F-HR Timeline Seascape Capital Management More: the full row for Seascape Capital Management 26,224 $4.62M 1.11% +845 13F-HR Timeline COMGEST GLOBAL INVESTORS S.A.S. in group COMGEST GLOBAL INVESTORS S.A.… More: the full row for COMGEST GLOBAL INVESTORS S.A.S. 26,162 $4.61M 0.1% new 13F-HR Timeline Group WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 29,057 $4.61M 0.09% -163,462 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 25,883 $4.56M 0.08% -6,055 13F-HR Timeline Woodbridge Co Ltd More: the full row for Woodbridge Co Ltd 25,825 $4.55M 0.02% 0 13F-HR Timeline Aristotle Atlantic Partners, LLC in group ARISTOTLE INVESTMENT SERVICES… More: the full row for Aristotle Atlantic Partners, LLC 25,714 $4.53M 0.19% -83,537 13F-HR Timeline Group Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 25,538 $4.5M 0.07% +270 13F-HR Timeline Fairbanks Capital Management, Inc. More: the full row for Fairbanks Capital Management, Inc. 25,526 $4.5M 2.66% +10,417 13F-HR Timeline Bell Asset Management Ltd More: the full row for Bell Asset Management Ltd 25,506 $4.5M 1.2% new 13F-HR Timeline Strong Retirement Solutions LLC More: the full row for Strong Retirement Solutions LLC 25,384 $4.48M 2.68% +1,435 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 25,264 $4.45M 0.02% +10,407 13F-HR Timeline Group NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 25,220 $4.45M 0.21% +19,886 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 25,126 $4.43M 0.58% +99 13F-HR Timeline Weaver Capital Management LLC More: the full row for Weaver Capital Management LLC 34,927 $4.41M 0.97% 0 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 25,016 $4.41M 0.05% +5,238 13F-HR Timeline SVB WEALTH LLC More: the full row for SVB WEALTH LLC 24,949 $4.4M 0.28% -3,438 13F-HR Timeline HIGHLAND CAPITAL MANAGEMENT, LLC More: the full row for HIGHLAND CAPITAL MANAGEMENT, LLC 24,945 $4.4M 0.2% -408 13F-HR Timeline DE BURLO GROUP INC More: the full row for DE BURLO GROUP INC 24,800 $4.37M 0.8% new 13F-HR Timeline Hardy Reed LLC More: the full row for Hardy Reed LLC 24,667 $4.35M 0.28% -59 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 24,571 $4.33M 0.69% +7,306 13F-HR Timeline BRADY FAMILY WEALTH, LLC More: the full row for BRADY FAMILY WEALTH, LLC 24,514 $4.32M 1.25% +5,513 13F-HR Timeline Advisors Preferred, LLC in group Advisors Preferred, LLC More: the full row for Advisors Preferred, LLC 26,000 $4.28M 0.66% 0 13F-HR Timeline Group Frec Markets, Inc. in group Frec Markets, Inc. More: the full row for Frec Markets, Inc. 24,159 $4.26M 0.38% +2,228 13F-HR Timeline Group EADS & HEALD WEALTH MANAGEMENT More: the full row for EADS & HEALD WEALTH MANAGEMENT 23,932 $4.22M 2.07% -2,579 13F-HR Timeline Benchmark Investment Advisors LLC More: the full row for Benchmark Investment Advisors LLC 23,893 $4.21M 1.85% +3,435 13F-HR Timeline Archford Capital Strategies, LLC More: the full row for Archford Capital Strategies, LLC 23,847 $4.2M 0.43% +5,896 13F-HR Timeline Hixon Zuercher, LLC More: the full row for Hixon Zuercher, LLC 23,720 $4.18M 1.23% -512 13F-HR Timeline Eos Management, L.P. More: the full row for Eos Management, L.P. 23,596 $4.16M 1.65% new 13F-HR Timeline Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 23,528 $4.15M 0.13% -4,183 13F-HR Timeline Summit Global Investments in group Summit Global Investments More: the full row for Summit Global Investments 23,503 $4.14M 0.23% -1,677 13F-HR Timeline Group Beaton Management Co. Inc. More: the full row for Beaton Management Co. Inc. 23,500 $4.14M 1.69% -100 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 26,048 $4.14M 0.11% +616 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 23,433 $4.13M 0.12% +846 13F-HR Timeline Group Bluespring Wealth Management, LLC More: the full row for Bluespring Wealth Management, LLC 23,236 $4.1M 0.08% new 13F-HR Timeline Ellsworth Advisors, LLC More: the full row for Ellsworth Advisors, LLC 25,881 $4.06M 0.67% -624 13F-HR Timeline CIM, LLC More: the full row for CIM, LLC 23,036 $4.06M 0.53% +184 13F-HR Timeline DSG Capital Advisors, LLC More: the full row for DSG Capital Advisors, LLC 25,579 $4.05M 0.58% +7,677 13F-HR Timeline HAGER INVESTMENT MANAGEMENT SERVICES, L… More: the full row for HAGER INVESTMENT MANAGEMENT SERVICES, LLC 22,947 $4.05M 1.86% -946 13F-HR Timeline Arjuna Capital More: the full row for Arjuna Capital 22,928 $4.04M 0.91% +262 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 22,914 $4.04M 0.09% -1,886 13F-HR Timeline Mechanics Bank Trust Department More: the full row for Mechanics Bank Trust Department 22,850 $4.03M 0.5% -121 13F-HR Timeline DONALDSON CAPITAL MANAGEMENT, LLC More: the full row for DONALDSON CAPITAL MANAGEMENT, LLC 22,795 $4.02M 0.11% -3,709 13F-HR Timeline Harfst & Associates, Inc. More: the full row for Harfst & Associates, Inc. 22,702 $4M 0.62% +29 13F-HR Timeline WBI INVESTMENTS, LLC in group WBI INVESTMENTS, LLC More: the full row for WBI INVESTMENTS, LLC 22,648 $3.99M 0.99% new 13F-HR Timeline Group Coastal Bridge Advisors, LLC More: the full row for Coastal Bridge Advisors, LLC 22,607 $3.99M 0.25% -340 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 22,529 $3.97M 0.17% +1,078 13F-HR Timeline Cornerstone Wealth Group, LLC More: the full row for Cornerstone Wealth Group, LLC 22,463 $3.96M 0.24% +15,503 13F-HR Timeline Canal Capital Management, LLC More: the full row for Canal Capital Management, LLC 22,454 $3.96M 0.48% new 13F-HR Timeline OCCUDO QUANTITATIVE STRATEGIES LP More: the full row for OCCUDO QUANTITATIVE STRATEGIES LP 22,444 $3.96M 0.21% new 13F-HR Timeline PRAXIS INVESTMENT MANAGEMENT INC More: the full row for PRAXIS INVESTMENT MANAGEMENT INC 22,287 $3.93M 0.21% -4,699 13F-HR Timeline Sendero Wealth Management, LLC More: the full row for Sendero Wealth Management, LLC 22,212 $3.92M 0.39% new 13F-HR Timeline BECKER CAPITAL MANAGEMENT INC More: the full row for BECKER CAPITAL MANAGEMENT INC 22,137 $3.91M 0.11% +436 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 22,072 $3.89M 0.04% +4,374 13F-HR Timeline Peak Asset Management, LLC More: the full row for Peak Asset Management, LLC 22,010 $3.88M 0.57% +142 13F-HR Timeline ARDSLEY ADVISORY PARTNERS LP More: the full row for ARDSLEY ADVISORY PARTNERS LP 22,000 $3.88M 0.42% new 13F-HR Timeline VAN DEN BERG MANAGEMENT I, INC More: the full row for VAN DEN BERG MANAGEMENT I, INC 21,645 $3.82M 0.81% new 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 21,291 $3.75M 0.04% -12 13F-HR Timeline Fayez Sarofim & Co in group Fayez Sarofim & Co More: the full row for Fayez Sarofim & Co 21,231 $3.74M 0.01% -13 13F-HR Timeline Group China Universal Asset Management Co., L… More: the full row for China Universal Asset Management Co., Ltd. 21,200 $3.74M 0.22% 0 13F-HR Timeline True North Advisors, LLC More: the full row for True North Advisors, LLC 21,215 $3.74M 0.36% -1,313 13F-HR Timeline OPTIMIZE FINANCIAL INC. More: the full row for OPTIMIZE FINANCIAL INC. 21,177 $3.73M 1.34% -73 13F-HR Timeline Sound Capital Solutions LLC More: the full row for Sound Capital Solutions LLC 21,177 $3.73M 0.87% 13F-HR Timeline Edgestream Partners, L.P. More: the full row for Edgestream Partners, L.P. 21,164 $3.73M 0.11% +16,282 13F-HR Timeline AZZAD ASSET MANAGEMENT INC /ADV More: the full row for AZZAD ASSET MANAGEMENT INC /ADV 21,111 $3.72M 0.33% -767 13F-HR Timeline Ally Financial Inc. in group Ally Financial Inc. More: the full row for Ally Financial Inc. 21,000 $3.7M 0.48% +13,000 13F-HR Timeline Group Osprey Private Wealth LLC More: the full row for Osprey Private Wealth LLC 20,863 $3.68M 0.95% new 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 20,821 $3.68M 0.09% +20,721 13F-HR Timeline Greenwich Wealth Management LLC More: the full row for Greenwich Wealth Management LLC 20,839 $3.67M 0.13% -48 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 20,830 $3.67M 0.22% +1,983 13F-HR Timeline VALLEY WEALTH MANAGERS, INC. in group VALLEY WEALTH MANAGERS, INC. More: the full row for VALLEY WEALTH MANAGERS, INC. 20,795 $3.67M 0.21% +2,301 13F-HR Timeline Group Cove Private Wealth, LLC More: the full row for Cove Private Wealth, LLC 20,753 $3.66M 0.71% +1,358 13F-HR Timeline Morningstar Investment Management LLC in group Morningstar Investment Manage… More: the full row for Morningstar Investment Management LLC 28,941 $3.66M 0.23% 0 13F-HR Timeline Group SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 20,718 $3.65M 0.06% -461 13F-HR Timeline WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 20,688 $3.65M 0.56% +165 13F-HR Timeline Second Line Capital, LLC More: the full row for Second Line Capital, LLC 20,563 $3.63M 0.68% +1,108 13F-HR/A Timeline Heritage Trust Co More: the full row for Heritage Trust Co 20,562 $3.63M 0.31% +4,500 13F-HR Timeline Fulcrum Capital LLC More: the full row for Fulcrum Capital LLC 20,512 $3.62M 0.73% new 13F-HR Timeline PARR MCKNIGHT WEALTH MANAGEMENT GROUP, … More: the full row for PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC 20,472 $3.61M 0.43% -7 13F-HR Timeline Douglass Winthrop Advisors, LLC More: the full row for Douglass Winthrop Advisors, LLC 20,460 $3.61M 0.06% +16,900 13F-HR Timeline Hemenway Trust Co LLC More: the full row for Hemenway Trust Co LLC 20,429 $3.6M 0.25% -450 13F-HR Timeline COMMERZBANK AKTIENGESELLSCHAFT /FI More: the full row for COMMERZBANK AKTIENGESELLSCHAFT /FI 20,421 $3.6M 0.07% -2,277 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 21,373 $3.56M 0.12% 0 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 20,167 $3.56M 0.03% +34 13F-HR Timeline GATEWAY INVESTMENT ADVISERS LLC More: the full row for GATEWAY INVESTMENT ADVISERS LLC 20,078 $3.54M 0.03% +5,157 13F-HR Timeline Telligent Fund, LP More: the full row for Telligent Fund, LP 20,000 $3.53M 2.6% -20,000 13F-HR Timeline Mattson Financial Services, LLC More: the full row for Mattson Financial Services, LLC 22,841 $3.5M 0.73% +2,470 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 19,826 $3.5M 0.28% +591 13F-HR Timeline Group KRAEMATON INVESTMENT ADVISORS, INC More: the full row for KRAEMATON INVESTMENT ADVISORS, INC 19,793 $3.49M 2.6% -552 13F-HR Timeline Alamar Capital Management, LLC More: the full row for Alamar Capital Management, LLC 19,741 $3.49M 1.76% -13,094 13F-HR Timeline Left Brain Wealth Management, LLC More: the full row for Left Brain Wealth Management, LLC 19,692 $3.47M 1.05% -590 13F-HR Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 19,644 $3.46M 0.03% -13,221 13F-HR Timeline Blackstone Inc. in group Blackstone Inc. More: the full row for Blackstone Inc. 19,563 $3.45M 0.01% +5,417 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 19,545 $3.45M 0.02% +14,358 13F-HR Timeline Family Capital Trust Co More: the full row for Family Capital Trust Co 19,498 $3.44M 1.12% +49 13F-HR/A Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 19,399 $3.42M 0.11% -3,850 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 19,398 $3.42M 0.05% -135 13F-HR Timeline JACKSON SQUARE CAPITAL, LLC More: the full row for JACKSON SQUARE CAPITAL, LLC 19,365 $3.41M 0.47% new 13F-HR Timeline Tower View Wealth Management LLC More: the full row for Tower View Wealth Management LLC 19,251 $3.39M 1.49% +2,263 13F-HR Timeline DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 19,082 $3.36M 0.05% +4,305 13F-HR Timeline Legacy Advisors, LLC More: the full row for Legacy Advisors, LLC 19,024 $3.35M 0.31% +5,339 13F-HR Timeline Kesler, Norman & Wride, LLC More: the full row for Kesler, Norman & Wride, LLC 18,918 $3.34M 0.53% -10,323 13F-HR Timeline Leelyn Smith, LLC More: the full row for Leelyn Smith, LLC 18,894 $3.33M 0.41% +1,718 13F-HR Timeline OSSIAM More: the full row for OSSIAM 18,619 $3.28M 0.04% -100,276 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 18,598 $3.28M 0.07% +1,087 13F-HR Timeline Value Partners Investments Inc. More: the full row for Value Partners Investments Inc. 18,587 $3.27M 0.23% -132 13F-HR Timeline CYPRESS ASSET MANAGEMENT INC/TX More: the full row for CYPRESS ASSET MANAGEMENT INC/TX 18,534 $3.27M 0.64% +4,585 13F-HR Timeline Rice Partnership, LLC More: the full row for Rice Partnership, LLC 18,522 $3.27M 0.4% new 13F-HR Timeline Xcelsior Advisor Partners LLC More: the full row for Xcelsior Advisor Partners LLC 18,432 $3.25M 0.43% +16,841 13F-HR Timeline SummitTX Capital, L.P. More: the full row for SummitTX Capital, L.P. 18,379 $3.24M 0.09% -22,635 13F-HR Timeline BECK CAPITAL MANAGEMENT, LLC More: the full row for BECK CAPITAL MANAGEMENT, LLC 18,363 $3.24M 0.6% new 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 18,272 $3.22M 0.15% +138 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 18,238 $3.22M 0.05% 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 18,172 $3.2M 0.36% +76 13F-HR Timeline BEACON INVESTMENT ADVISORY SERVICES, IN… More: the full row for BEACON INVESTMENT ADVISORY SERVICES, INC. 18,142 $3.2M 0.12% +1,782 13F-HR Timeline Union Bancaire Privee, UBP SA More: the full row for Union Bancaire Privee, UBP SA 21,393 $3.19M 0.03% +20,548 13F-HR Timeline ICW Investment Advisors LLC More: the full row for ICW Investment Advisors LLC 18,047 $3.18M 1.11% +28 13F-HR Timeline PROFUND ADVISORS LLC More: the full row for PROFUND ADVISORS LLC 18,043 $3.18M 0.09% +2,513 13F-HR Timeline DARK FOREST CAPITAL MANAGEMENT LP More: the full row for DARK FOREST CAPITAL MANAGEMENT LP 18,033 $3.18M 0.21% +16,044 13F-HR Timeline Deeter Investments LLP More: the full row for Deeter Investments LLP 18,000 $3.17M 0.47% new 13F-HR Timeline Nova R Wealth, Inc. More: the full row for Nova R Wealth, Inc. 17,997 $3.17M 0.93% -47 13F-HR Timeline CONNABLE OFFICE INC More: the full row for CONNABLE OFFICE INC 17,964 $3.17M 0.28% -19,202 13F-HR Timeline Barbara Oil Co. More: the full row for Barbara Oil Co. 18,200 $3.15M 1.06% 0 13F-HR Timeline Peloton Wealth Strategists More: the full row for Peloton Wealth Strategists 17,775 $3.13M 1.16% +10,575 13F-HR Timeline First Commonwealth Financial Corp /PA/ in group First Commonwealth Financial … More: the full row for First Commonwealth Financial Corp /PA/ 17,745 $3.13M 0.44% +429 13F-HR Timeline Group SHUTTLEWORTH & Co More: the full row for SHUTTLEWORTH & Co 17,732 $3.13M 2.5% +283 13F-HR Timeline Element Squared LLC More: the full row for Element Squared LLC 17,636 $3.11M 1.55% +660 13F-HR Timeline Benin Management CORP More: the full row for Benin Management CORP 17,416 $3.07M 0.62% 0 13F-HR Timeline Essex Financial Services, Inc. group of 2 filers holding More: the full row for Essex Financial Services, Inc. 17,350 $3.06M -137 Timeline Cambria Investment Management, L.P. More: the full row for Cambria Investment Management, L.P. 17,340 $3.06M 0.15% +9,119 13F-HR Timeline Holt Capital Advisors, L.L.C. dba Holt … More: the full row for Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 17,293 $3.05M 0.36% +1,486 13F-HR Timeline Marex Group Ltd in group Marex Group Ltd More: the full row for Marex Group Ltd 17,254 $3.04M 0.02% +11,207 13F-HR Timeline Group Waterloo Capital, L.P. More: the full row for Waterloo Capital, L.P. 17,149 $3.02M 0.17% -975 13F-HR Timeline SWS Partners More: the full row for SWS Partners 16,868 $2.98M 0.64% -7,718 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 16,850 $2.97M 0.08% +4,387 13F-HR Timeline Round Rock Advisors LLC More: the full row for Round Rock Advisors LLC 16,789 $2.96M 0.38% 0 13F-HR Timeline Rockline Wealth Management, LLC More: the full row for Rockline Wealth Management, LLC 16,781 $2.96M 0.57% +2,375 13F-HR Timeline GAM Holding AG in group GAM Holding AG More: the full row for GAM Holding AG 16,775 $2.96M 0.23% -14,552 13F-HR Timeline Group Covenant Asset Management, LLC More: the full row for Covenant Asset Management, LLC 16,631 $2.93M 0.52% new 13F-HR Timeline Portfolio Design Labs, LLC More: the full row for Portfolio Design Labs, LLC 16,563 $2.92M 0.48% +437 13F-HR Timeline WINTON GROUP Ltd in group WINTON GROUP Ltd More: the full row for WINTON GROUP Ltd 16,500 $2.91M 0.09% -71,173 13F-HR Timeline Group Generali Investments, Management Co LLC More: the full row for Generali Investments, Management Co LLC 16,416 $2.89M 0.63% +6,029 13F-HR Timeline CHICAGO TRUST Co NA More: the full row for CHICAGO TRUST Co NA 16,188 $2.85M 0.41% +3,860 13F-HR Timeline TRUST CO OF OKLAHOMA More: the full row for TRUST CO OF OKLAHOMA 16,136 $2.85M 0.73% +20 13F-HR Timeline Silvant Capital Management LLC More: the full row for Silvant Capital Management LLC 16,066 $2.83M 0.08% 0 13F-HR Timeline MONETARY MANAGEMENT GROUP INC More: the full row for MONETARY MANAGEMENT GROUP INC 16,065 $2.83M 0.58% -25 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 15,969 $2.82M 0.02% -30 13F-HR Timeline Caliber Wealth Management, LLC / KS More: the full row for Caliber Wealth Management, LLC / KS 15,926 $2.81M 0.27% +511 13F-HR Timeline FIDUCIARY FAMILY OFFICE, LLC More: the full row for FIDUCIARY FAMILY OFFICE, LLC 15,904 $2.8M 0.7% +9,777 13F-HR Timeline Havemeyer Place LP More: the full row for Havemeyer Place LP 15,868 $2.8M 0.28% +6,282 13F-HR Timeline Bancreek Capital Management, LP in group Bancreek Capital Management, … More: the full row for Bancreek Capital Management, LP 15,695 $2.77M 10.47% new 13F-HR Timeline Group Values First Advisors, Inc. More: the full row for Values First Advisors, Inc. 15,690 $2.77M 1.26% -4,938 13F-HR/A Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 15,685 $2.77M 0.07% +2,015 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 15,477 $2.73M 0.07% +97 13F-HR Timeline Acumen Wealth Advisors, LLC More: the full row for Acumen Wealth Advisors, LLC 15,455 $2.73M 0.58% +10,183 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 15,246 $2.69M 0.16% +209 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 15,232 $2.69M 0.06% +1,715 13F-HR Timeline Avestar Capital, LLC More: the full row for Avestar Capital, LLC 15,157 $2.67M 0.16% +1,376 13F-HR Timeline Stanley-Laman Group, Ltd. More: the full row for Stanley-Laman Group, Ltd. 15,092 $2.66M 0.27% -10 13F-HR Timeline MASTERINVEST Kapitalanlage GmbH More: the full row for MASTERINVEST Kapitalanlage GmbH 15,048 $2.65M 0.23% +3,462 13F-HR Timeline Trueblood Wealth Management, LLC More: the full row for Trueblood Wealth Management, LLC 15,040 $2.65M 0.93% +257 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 15,030 $2.65M 0.35% -115 13F-HR Timeline Fiduciary Alliance LLC More: the full row for Fiduciary Alliance LLC 14,997 $2.64M 0.18% -1,454 13F-HR Timeline LGT Group Foundation in group LGT Group Foundation More: the full row for LGT Group Foundation 14,972 $2.64M 0.03% new 13F-HR Timeline Group WRIGHT INVESTORS SERVICE INC More: the full row for WRIGHT INVESTORS SERVICE INC 14,940 $2.63M 0.72% -154 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. BANK OF HAWAII More: the full row for BANK OF HAWAII 14,924 $2.63M 0.13% 0 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 14,913 $2.63M 0.16% +6,353 13F-HR Timeline VestGen Investment Management More: the full row for VestGen Investment Management 14,908 $2.63M 1.39% -1,009 13F-HR Timeline BOSTON FAMILY OFFICE LLC More: the full row for BOSTON FAMILY OFFICE LLC 14,902 $2.63M 0.16% +405 13F-HR Timeline Lincoln Capital LLC More: the full row for Lincoln Capital LLC 14,884 $2.62M 0.47% -2,311 13F-HR Timeline HUNTER ASSOCIATES INVESTMENT MANAGEMENT… More: the full row for HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC 14,891 $2.62M 0.3% -1,609 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 14,779 $2.61M 0.12% +1,864 13F-HR Timeline Glenview Trust Co More: the full row for Glenview Trust Co 14,774 $2.6M 0.04% +1,953 13F-HR/A Timeline RETIREMENT GUYS FORMULA LLC More: the full row for RETIREMENT GUYS FORMULA LLC 14,767 $2.6M 0.98% +1,228 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 14,713 $2.59M 0.07% -2,595 13F-HR Timeline Qtron Investments LLC More: the full row for Qtron Investments LLC 14,652 $2.58M 0.34% -1,600 13F-HR Timeline CIDEL ASSET MANAGEMENT INC More: the full row for CIDEL ASSET MANAGEMENT INC 14,579 $2.57M 0.12% -50 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 14,550 $2.57M 0.21% -123 13F-HR Timeline CGN Advisors LLC More: the full row for CGN Advisors LLC 14,509 $2.56M 0.19% +998 13F-HR Timeline Naviter Wealth, LLC More: the full row for Naviter Wealth, LLC 14,484 $2.56M 0.23% +242 13F-HR Timeline Sunstone Asset Management, LP More: the full row for Sunstone Asset Management, LP 14,500 $2.56M 2.77% 0 13F-HR Timeline NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 14,493 $2.56M 0.21% +2,473 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 14,312 $2.52M 0.1% +1,929 13F-HR Timeline GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 14,211 $2.51M 0.14% +72 13F-HR Timeline Proficio Capital Partners LLC More: the full row for Proficio Capital Partners LLC 14,131 $2.49M 0.09% +10,117 13F-HR Timeline Nicholson Wealth Management Group, LLC More: the full row for Nicholson Wealth Management Group, LLC 14,089 $2.48M 1.47% -133 13F-HR Timeline WP Advisors, LLC More: the full row for WP Advisors, LLC 14,069 $2.48M 0.6% new 13F-HR Timeline TOBAM More: the full row for TOBAM 14,045 $2.48M 0.6% +665 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. DYMON ASIA CAPITAL (SINGAPORE) PTE. LTD. in group DYMON ASIA CAPITAL (SINGAPORE… More: the full row for DYMON ASIA CAPITAL (SINGAPORE) PTE. LTD. 14,000 $2.47M 0.4% new 13F-HR Timeline Group Granite Harbor Advisors, Inc. More: the full row for Granite Harbor Advisors, Inc. 14,000 $2.47M 0.98% -1,404 13F-HR Timeline Aspire Private Capital, LLC More: the full row for Aspire Private Capital, LLC 13,985 $2.47M 0.51% new 13F-HR Timeline Western Financial Corp/CA More: the full row for Western Financial Corp/CA 13,976 $2.46M 0.72% +5 13F-HR Timeline