Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 10,651 $1.44M 0.17% +3,003 13F-HR Timeline Marshall Financial Group, LLC More: the full row for Marshall Financial Group, LLC 10,562 $1.43M 0.28% -5,326 13F-HR Timeline Brown Financial Advisors More: the full row for Brown Financial Advisors 10,559 $1.43M 0.52% -5,117 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 10,518 $1.42M +1,377 Timeline Legacy Wealth Asset Management, LLC More: the full row for Legacy Wealth Asset Management, LLC 10,458 $1.41M 0.35% -3 13F-HR Timeline TRUST POINT INC. More: the full row for TRUST POINT INC. 10,437 $1.41M 0.11% -119 13F-HR Timeline Hilltop Partners LLC More: the full row for Hilltop Partners LLC 10,370 $1.4M 0.36% +125 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 10,342 $1.4M 0.07% -518 13F-HR Timeline Grantham, Mayo, Van Otterloo & Co. LLC More: the full row for Grantham, Mayo, Van Otterloo & Co. LLC 10,297 $1.39M <0.01% +36 13F-HR Timeline FIRST AMERICAN BANK More: the full row for FIRST AMERICAN BANK 10,283 $1.39M 0.08% new 13F-HR Timeline Compass Ion Advisors, LLC More: the full row for Compass Ion Advisors, LLC 10,197 $1.38M 0.13% -4,502 13F-HR Timeline Edgestream Partners, L.P. More: the full row for Edgestream Partners, L.P. 10,111 $1.37M 0.04% -1,709 13F-HR Timeline St. Louis Financial Planners Asset Mana… More: the full row for St. Louis Financial Planners Asset Management, LLC 10,001 $1.35M 0.83% new 13F-HR Timeline PCB Capital LLC More: the full row for PCB Capital LLC 10,001 $1.35M 2.17% 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 9,992 $1.35M 0.1% -68 13F-HR Timeline TOWER BRIDGE ADVISORS More: the full row for TOWER BRIDGE ADVISORS 9,975 $1.35M 0.14% +150 13F-HR Timeline TRED AVON FAMILY WEALTH, LLC More: the full row for TRED AVON FAMILY WEALTH, LLC 9,973 $1.35M 0.44% +5,195 13F-HR Timeline Canopy Partners, LLC More: the full row for Canopy Partners, LLC 9,965 $1.35M 0.44% +136 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 9,933 $1.34M 0.08% -116 13F-HR Timeline Bey-Douglas LLC More: the full row for Bey-Douglas LLC 9,928 $1.34M 1.07% new 13F-HR Timeline Fideuram Asset Management (Ireland) dac More: the full row for Fideuram Asset Management (Ireland) dac 19,416 $1.34M 0.11% 13F-HR Timeline Silphium Asset Management Ltd in group Silphium Asset Management Ltd More: the full row for Silphium Asset Management Ltd 9,900 $1.34M 0.57% new 13F-HR Timeline Group BURNS J W & CO INC/NY More: the full row for BURNS J W & CO INC/NY 9,845 $1.33M 0.15% -115 13F-HR Timeline Hutchens & Kramer Investment Management… More: the full row for Hutchens & Kramer Investment Management Group, LLC 9,809 $1.33M 0.46% -210 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 9,751 $1.32M 0.05% -4,297 13F-HR Timeline PAX Financial Group, LLC More: the full row for PAX Financial Group, LLC 9,718 $1.31M 0.23% -118 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 9,674 $1.31M 0.04% +1,962 13F-HR Timeline McGowan Group Asset Management, Inc. More: the full row for McGowan Group Asset Management, Inc. 9,665 $1.31M 0.16% +2 13F-HR Timeline Great Diamond Partners, LLC More: the full row for Great Diamond Partners, LLC 9,631 $1.3M 0.25% -43 13F-HR Timeline Davidson Capital Management Inc. More: the full row for Davidson Capital Management Inc. 9,615 $1.3M 0.28% new 13F-HR Timeline First Interstate Bank More: the full row for First Interstate Bank 9,600 $1.3M 0.07% 0 13F-HR Timeline KPP Advisory Services LLC More: the full row for KPP Advisory Services LLC 9,565 $1.29M 0.19% -31 13F-HR Timeline Eagle Bay Advisors LLC More: the full row for Eagle Bay Advisors LLC 9,533 $1.29M 0.94% +74 13F-HR Timeline Revolve Wealth Partners, LLC More: the full row for Revolve Wealth Partners, LLC 9,423 $1.27M 0.15% -20 13F-HR Timeline Private Advisory Group LLC More: the full row for Private Advisory Group LLC 9,415 $1.27M 0.1% new 13F-HR Timeline SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 9,411 $1.27M 0.13% +145 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 9,337 $1.26M 0.14% -119 13F-HR Timeline Alta Wealth Advisors LLC More: the full row for Alta Wealth Advisors LLC 9,269 $1.25M 0.42% +3,199 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 9,248 $1.25M 0.02% +2,862 13F-HR Timeline PRELUDE CAPITAL MANAGEMENT, LLC More: the full row for PRELUDE CAPITAL MANAGEMENT, LLC 9,208 $1.24M 0.09% -2,093 13F-HR Timeline Palumbo Wealth Management LLC More: the full row for Palumbo Wealth Management LLC 9,168 $1.24M 0.31% +29 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 9,134 $1.23M 0.06% +15 13F-HR Timeline Choate Investment Advisors More: the full row for Choate Investment Advisors 9,125 $1.23M 0.02% +3,389 13F-HR Timeline Sivia Capital Partners, LLC More: the full row for Sivia Capital Partners, LLC 9,104 $1.23M 0.25% +991 13F-HR Timeline First National Bank of Mount Dora, Trus… More: the full row for First National Bank of Mount Dora, Trust Investment Services 9,103 $1.23M 0.27% -43 13F-HR Timeline Quantum Portfolio Management LLC More: the full row for Quantum Portfolio Management LLC 9,090 $1.23M 0.54% -6,031 13F-HR Timeline Wealth Enhancement Trust Services, Inc. More: the full row for Wealth Enhancement Trust Services, Inc. 9,090 $1.23M 0.16% 13F-HR Timeline WealthBridge Capital Management, LLC More: the full row for WealthBridge Capital Management, LLC 9,069 $1.23M 0.28% -38 13F-HR Timeline XML Financial, LLC More: the full row for XML Financial, LLC 9,049 $1.22M 0.1% +2,996 13F-HR Timeline Topsail Wealth Management, LLC More: the full row for Topsail Wealth Management, LLC 9,031 $1.22M 0.18% 0 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 8,953 $1.21M 0.1% -564 13F-HR Timeline Group Cambria Investment Management, L.P. More: the full row for Cambria Investment Management, L.P. 8,911 $1.2M 0.07% +4,396 13F-HR Timeline Arrowpoint Investment Partners (Singapo… in group Arrowpoint Investment Partner… More: the full row for Arrowpoint Investment Partners (Singapore) Pte. Ltd. 8,900 $1.2M 0.18% new 13F-HR Timeline Group First National Trust Co More: the full row for First National Trust Co 8,898 $1.2M 0.04% -413 13F-HR Timeline MJP ASSOCIATES INC /ADV More: the full row for MJP ASSOCIATES INC /ADV 8,894 $1.2M 0.15% +664 13F-HR Timeline CRAWFORD INVESTMENT COUNSEL INC More: the full row for CRAWFORD INVESTMENT COUNSEL INC 8,862 $1.2M 0.02% -283 13F-HR Timeline First National Bank of Hutchinson More: the full row for First National Bank of Hutchinson 8,836 $1.19M 0.7% +76 13F-HR Timeline Portside Wealth Group, LLC More: the full row for Portside Wealth Group, LLC 8,792 $1.19M 0.16% -538 13F-HR Timeline CHATHAM CAPITAL GROUP, INC. More: the full row for CHATHAM CAPITAL GROUP, INC. 8,685 $1.17M 0.17% +580 13F-HR Timeline Delta Investment Management, LLC More: the full row for Delta Investment Management, LLC 8,662 $1.17M 0.2% +2 13F-HR Timeline LORING WOLCOTT & COOLIDGE FIDUCIARY ADV… More: the full row for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 7,010 $1.17M 0.01% -75 13F-HR Timeline XXI WEALTH, LLC More: the full row for XXI WEALTH, LLC 8,597 $1.16M 0.71% 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 8,582 $1.16M 0.13% -277 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 8,529 $1.15M 0.01% +3,463 13F-HR Timeline Group CYPRESS ASSET MANAGEMENT INC/TX More: the full row for CYPRESS ASSET MANAGEMENT INC/TX 8,489 $1.15M 0.25% +920 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 8,482 $1.15M 0.1% +37 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 8,391 $1.13M 0.2% +44 13F-HR Timeline Opes Wealth Management LLC More: the full row for Opes Wealth Management LLC 8,349 $1.13M 0.19% -1,840 13F-HR Timeline Charter Capital Management, LLC\DE More: the full row for Charter Capital Management, LLC\DE 8,338 $1.13M 0.58% -671 13F-HR Timeline Curat Global, LLC More: the full row for Curat Global, LLC 8,336 $1.13M 1.25% 0 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 8,305 $1.12M 0.08% +479 13F-HR Timeline Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 8,005 $1.12M 0.14% +133 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 8,253 $1.12M 0.06% +839 13F-HR Timeline Group Radnor Capital Management, LLC More: the full row for Radnor Capital Management, LLC 8,224 $1.11M 0.16% 0 13F-HR Timeline WALTER & KEENAN WEALTH MANAGEMENT LLC /… More: the full row for WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV 8,201 $1.11M 0.3% -3 13F-HR Timeline Strategic Wealth Investment Group, LLC More: the full row for Strategic Wealth Investment Group, LLC 8,188 $1.11M 0.14% -3,757 13F-HR Timeline Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 8,129 $1.1M 0.13% +695 13F-HR Timeline BAM Wealth Management, LLC More: the full row for BAM Wealth Management, LLC 8,116 $1.1M 0.79% +6,132 13F-HR Timeline Blue Edge Capital, LLC More: the full row for Blue Edge Capital, LLC 8,108 $1.1M 0.15% +4,908 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 8,091 $1.09M 0.07% -36 13F-HR Timeline Greenland Capital Management LP More: the full row for Greenland Capital Management LP 8,044 $1.09M 0.16% new 13F-HR Timeline DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 8,022 $1.09M 0.21% +348 13F-HR Timeline Koss-Olinger Consulting, LLC More: the full row for Koss-Olinger Consulting, LLC 8,015 $1.08M 0.08% 0 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 7,991 $1.08M 0.04% +4,287 13F-HR Timeline Generali Investments, Management Co LLC More: the full row for Generali Investments, Management Co LLC 7,986 $1.08M 0.22% +2,363 13F-HR Timeline Neo Ivy Capital Management More: the full row for Neo Ivy Capital Management 7,981 $1.08M 0.17% -9,841 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 7,956 $1.08M 0.03% +143 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 7,872 $1.07M 0.02% +623 13F-HR Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 7,902 $1.07M 0.14% +660 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 7,869 $1.06M 0.11% +160 13F-HR Timeline J. Safra Sarasin Holding AG in group J. Safra Sarasin Holding AG More: the full row for J. Safra Sarasin Holding AG 7,846 $1.06M 0.02% -7,992 13F-HR Timeline Group BOOTHBAY FUND MANAGEMENT, LLC More: the full row for BOOTHBAY FUND MANAGEMENT, LLC 7,833 $1.06M 0.03% -101,944 13F-HR Timeline Heartland Bank & Trust Co More: the full row for Heartland Bank & Trust Co 7,811 $1.06M 0.45% -159 13F-HR Timeline STRATEGY ASSET MANAGERS LLC More: the full row for STRATEGY ASSET MANAGERS LLC 7,808 $1.06M 0.17% -241 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 7,763 $1.05M 0.01% +11 13F-HR Timeline Howard Capital Management, LLC More: the full row for Howard Capital Management, LLC 7,748 $1.05M 0.01% +41 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 7,711 $1.04M 0.05% -760 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 7,655 $1.03M 0.01% +191 13F-HR Timeline Group Meadowbrook Advisors Group, LLC More: the full row for Meadowbrook Advisors Group, LLC 7,640 $1.03M 0.58% 13F-HR Timeline AlphaQuest LLC More: the full row for AlphaQuest LLC 7,615 $1.03M 0.06% +3,340 13F-HR Timeline Marex Group Ltd in group Marex Group Ltd More: the full row for Marex Group Ltd 7,605 $1.03M 0.01% new 13F-HR Timeline Group Jackson Creek Investment Advisors LLC More: the full row for Jackson Creek Investment Advisors LLC 7,588 $1.02M 0.3% -286 13F-HR Timeline PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 7,569 $1.02M 0.01% -294 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 7,548 $1.02M 0.16% -159 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 7,518 $1.02M 0.03% -91,761 13F-HR Timeline CNB Bank More: the full row for CNB Bank 7,517 $1.02M 0.42% -198 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 7,511 $1.01M 0.06% +841 13F-HR Timeline Hillsdale Investment Management Inc. More: the full row for Hillsdale Investment Management Inc. 7,500 $1.01M 0.03% new 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 7,495 $1.01M 0.05% +521 13F-HR Timeline NATURAL INVESTMENTS, LLC More: the full row for NATURAL INVESTMENTS, LLC 7,488 $1.01M 0.25% 0 13F-HR Timeline Thrive Wealth Management, LLC More: the full row for Thrive Wealth Management, LLC 7,478 $1.01M 0.15% -1,357 13F-HR Timeline Veery Capital, LLC More: the full row for Veery Capital, LLC 7,432 $1M 0.31% -115 13F-HR Timeline WBH ADVISORY INC More: the full row for WBH ADVISORY INC 7,420 $1M 0.07% 0 13F-HR Timeline Tyche Wealth Partners LLC More: the full row for Tyche Wealth Partners LLC 7,419 $1M 0.16% new 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 7,382 $1000K 0.02% +1,101 13F-HR Timeline FISHMAN JAY A LTD/MI More: the full row for FISHMAN JAY A LTD/MI 7,380 $997K 0.08% +380 13F-HR Timeline JSF Financial, LLC More: the full row for JSF Financial, LLC 7,378 $997K 0.21% +145 13F-HR Timeline DGS Capital Management, LLC in group DGS Capital Management, LLC More: the full row for DGS Capital Management, LLC 7,368 $996K 0.17% +3,517 13F-HR Timeline Group Quadcap Wealth Management, LLC More: the full row for Quadcap Wealth Management, LLC 7,365 $995K 0.11% -224 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 7,339 $992K 0.08% +2,769 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 7,297 $986K 0.03% -487 13F-HR Timeline AFFINITY INVESTMENT ADVISORS, LLC More: the full row for AFFINITY INVESTMENT ADVISORS, LLC 7,295 $986K 0.65% -1,069 13F-HR Timeline HOHIMER WEALTH MANAGEMENT, LLC More: the full row for HOHIMER WEALTH MANAGEMENT, LLC 7,258 $981K 0.13% +50 13F-HR Timeline Lighthouse Investment Partners, LLC in group Lighthouse Investment Partner… More: the full row for Lighthouse Investment Partners, LLC 7,203 $973K 0.03% new 13F-HR Timeline Group THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 7,198 $973K 0.34% +4,776 13F-HR Timeline New Republic Capital, LLC More: the full row for New Republic Capital, LLC 7,185 $973K 0.26% +3,349 13F-HR Timeline Weiss Asset Management LP in group Weiss Asset Management LP More: the full row for Weiss Asset Management LP 7,192 $972K 0.01% -249,208 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 7,170 $969K 0.04% -52 13F-HR Timeline WESPAC Advisors, LLC More: the full row for WESPAC Advisors, LLC 7,162 $968K 0.52% -431 13F-HR Timeline Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 6,285 $965K 0.06% -62 13F-HR Timeline 111 Capital More: the full row for 111 Capital 7,110 $961K 0.21% -6,155 13F-HR Timeline HighVista Strategies LLC More: the full row for HighVista Strategies LLC 7,081 $957K 0.25% -8,319 13F-HR Timeline MAGNOLIA CAPITAL ADVISORS LLC More: the full row for MAGNOLIA CAPITAL ADVISORS LLC 7,077 $956K 0.2% -115 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 7,066 $955K 0.06% +4,920 13F-HR Timeline Coign Capital Advisors LLC More: the full row for Coign Capital Advisors LLC 7,059 $954K 0.5% +38 13F-HR Timeline Scharf Investments, LLC More: the full row for Scharf Investments, LLC 7,034 $951K 0.03% new 13F-HR Timeline Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 6,985 $944K 0.01% +561 13F-HR Timeline Advance Capital Management, Inc. More: the full row for Advance Capital Management, Inc. 6,982 $944K 0.04% 0 13F-HR Timeline Jacobsen Capital Management More: the full row for Jacobsen Capital Management 6,967 $942K 0.31% -950 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 6,961 $941K 0.04% +1,533 13F-HR Timeline Redmond Asset Management, LLC More: the full row for Redmond Asset Management, LLC 6,950 $939K 0.24% 0 13F-HR Timeline Pines Wealth Management, LLC More: the full row for Pines Wealth Management, LLC 6,915 $934K 0.3% -1,031 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 6,908 $934K 0.1% -690 13F-HR Timeline Vanguard Capital Wealth Advisors More: the full row for Vanguard Capital Wealth Advisors 6,900 $932K 0.75% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. FUKOKU MUTUAL LIFE INSURANCE Co More: the full row for FUKOKU MUTUAL LIFE INSURANCE Co 6,829 $923K 0.06% +1,609 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 6,790 $918K 0.09% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Westerkirk Capital Inc. More: the full row for Westerkirk Capital Inc. 6,758 $913K 0.09% -7,845 13F-HR Timeline Alteri Wealth LLC More: the full row for Alteri Wealth LLC 6,754 $913K 0.3% -290 13F-HR Timeline EVOLVE PRIVATE WEALTH, LLC More: the full row for EVOLVE PRIVATE WEALTH, LLC 6,733 $912K 0.05% 13F-HR Timeline Astoria Portfolio Advisors LLC. More: the full row for Astoria Portfolio Advisors LLC. 6,142 $908K 0.21% +1,074 13F-HR Timeline CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 6,710 $907K 0.1% +991 13F-HR Timeline CFO4Life Group, LLC More: the full row for CFO4Life Group, LLC 6,707 $906K 0.13% -127 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 6,702 $906K 0.07% -388 13F-HR Timeline JM2 Capital Inc. More: the full row for JM2 Capital Inc. 6,655 $899K 0.72% 13F-HR Timeline TICINO WEALTH More: the full row for TICINO WEALTH 6,654 $899K 0.33% 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 6,597 $892K 0.06% +114 13F-HR Timeline Perpetual Ltd in group Perpetual Ltd More: the full row for Perpetual Ltd 6,569 $888K 0.01% +91 13F-HR Timeline Group FIDUCIARY FAMILY OFFICE, LLC More: the full row for FIDUCIARY FAMILY OFFICE, LLC 6,560 $887K 0.25% -1,929 13F-HR Timeline Empirical Financial Services, LLC d.b.a… More: the full row for Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 6,549 $885K 0.02% +1,335 13F-HR Timeline Cannell & Spears LLC More: the full row for Cannell & Spears LLC 6,547 $885K 0.02% 0 13F-HR Timeline Lombard Odier Asset Management (USA) Co… More: the full row for Lombard Odier Asset Management (USA) Corp 6,546 $885K 0.36% new 13F-HR Timeline Sepio Capital, LP More: the full row for Sepio Capital, LP 6,534 $883K 0.05% new 13F-HR Timeline Fortress Financial Solutions, LLC More: the full row for Fortress Financial Solutions, LLC 6,520 $881K 0.9% -65 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 6,481 $876K 0.01% -457 13F-HR Timeline Group Atom Investors LP More: the full row for Atom Investors LP 6,453 $872K 0.07% 0 13F-HR Timeline AMF Tjanstepension AB More: the full row for AMF Tjanstepension AB 6,433 $869K 0.01% new 13F-HR Timeline UNIQUE WEALTH, LLC More: the full row for UNIQUE WEALTH, LLC 6,386 $863K 0.12% new 13F-HR Timeline Cornerstone Wealth Group, LLC More: the full row for Cornerstone Wealth Group, LLC 6,369 $861K 0.06% +288 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 6,359 $858K 0.02% +4,330 13F-HR Timeline Waterford Advisors, LLC More: the full row for Waterford Advisors, LLC 6,284 $849K 0.33% new 13F-HR Timeline NAPLES GLOBAL ADVISORS, LLC More: the full row for NAPLES GLOBAL ADVISORS, LLC 6,264 $848K 0.06% -163 13F-HR Timeline KDT Advisors, LLC More: the full row for KDT Advisors, LLC 6,250 $845K 1.18% 0 13F-HR Timeline TFR Capital, LLC. More: the full row for TFR Capital, LLC. 6,245 $844K 0.28% +263 13F-HR Timeline PARK NATIONAL CORP /OH/ More: the full row for PARK NATIONAL CORP /OH/ 6,226 $841K 0.03% new 13F-HR Timeline Parcion Private Wealth LLC More: the full row for Parcion Private Wealth LLC 6,184 $836K 0.05% +110 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 6,182 $835K 0.05% -58 13F-HR Timeline ADELL HARRIMAN & CARPENTER INC More: the full row for ADELL HARRIMAN & CARPENTER INC 6,167 $833K 0.05% -979 13F-HR Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 6,164 $833K 0.04% +783 13F-HR Timeline Retirement Planning Group, LLC More: the full row for Retirement Planning Group, LLC 6,141 $830K 0.03% +629 13F-HR Timeline L2 Asset Management, LLC More: the full row for L2 Asset Management, LLC 6,138 $829K 0.11% +422 13F-HR Timeline Alpha Zero LLC More: the full row for Alpha Zero LLC 6,132 $829K 0.45% 0 13F-HR Timeline CHASE INVESTMENT COUNSEL CORP More: the full row for CHASE INVESTMENT COUNSEL CORP 6,131 $828K 0.23% new 13F-HR Timeline Traynor Capital Management, Inc. More: the full row for Traynor Capital Management, Inc. 6,115 $826K 0.05% +258 13F-HR Timeline Total Clarity Wealth Management, Inc. More: the full row for Total Clarity Wealth Management, Inc. 6,093 $823K 0.2% -77 13F-HR Timeline WRIGHT INVESTORS SERVICE INC More: the full row for WRIGHT INVESTORS SERVICE INC 6,090 $823K 0.25% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 6,042 $817K 0.01% -361 13F-HR Timeline Lord & Richards Wealth Management, LLC More: the full row for Lord & Richards Wealth Management, LLC 6,024 $814K 0.7% new 13F-HR Timeline Athena Investment Management More: the full row for Athena Investment Management 6,023 $814K 0.42% +192 13F-HR Timeline Measured Wealth Private Client Group, L… More: the full row for Measured Wealth Private Client Group, LLC 5,998 $811K 0.21% 0 13F-HR Timeline Gryphon Financial Partners LLC More: the full row for Gryphon Financial Partners LLC 5,991 $810K 0.09% +1,574 13F-HR Timeline Elefante Mark B More: the full row for Elefante Mark B 5,943 $803K 0.49% -772 13F-HR Timeline OSTRUM ASSET MANAGEMENT More: the full row for OSTRUM ASSET MANAGEMENT 5,895 $797K 0.04% +1,469 13F-HR Timeline PARSONS CAPITAL MANAGEMENT INC/RI More: the full row for PARSONS CAPITAL MANAGEMENT INC/RI 5,881 $795K 0.04% +920 13F-HR Timeline NORRIS PERNE & FRENCH LLP/MI More: the full row for NORRIS PERNE & FRENCH LLP/MI 5,875 $794K 0.05% +252 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 5,834 $788K 0.05% +1,610 13F-HR Timeline TritonPoint Partners, LLC group of 2 filers holding More: the full row for TritonPoint Partners, LLC 5,818 $788K +801 Timeline Oak Grove Capital LLC More: the full row for Oak Grove Capital LLC 5,800 $784K 0.16% -1,006 13F-HR Timeline United Advisor Group, LLC More: the full row for United Advisor Group, LLC 5,795 $783K 0.1% +923 13F-HR Timeline Fielder Capital Group LLC More: the full row for Fielder Capital Group LLC 5,773 $780K 0.17% -2,143 13F-HR Timeline SevenBridge Financial Group, LLC More: the full row for SevenBridge Financial Group, LLC 4,992 $777K 0.12% +100 13F-HR Timeline