FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 105,321 $1.95M <0.01% -10,428 13F-HR Timeline Group MAINSTAY CAPITAL MANAGEMENT LLC /ADV More: the full row for MAINSTAY CAPITAL MANAGEMENT LLC /ADV 104,633 $1.94M 0.14% +2,323 13F-HR Timeline Brown Miller Wealth Management, LLC More: the full row for Brown Miller Wealth Management, LLC 102,473 $1.9M 0.48% +22,137 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 101,316 $1.88M 0.01% -50,873 13F-HR Timeline CERTIOR FINANCIAL GROUP, LLC More: the full row for CERTIOR FINANCIAL GROUP, LLC 100,816 $1.87M 1.02% +28,501 13F-HR Timeline PUBLIC EMPLOYEES RETIREMENT SYSTEM OF O… More: the full row for PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 100,374 $1.86M 0.01% 0 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 100,042 $1.85M 0.01% +41,521 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 99,665 $1.85M 0.01% +11,430 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 98,856 $1.83M 0.02% -44,460 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 98,491 $1.83M 0.04% +9,667 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 97,235 $1.8M <0.01% +383 13F-HR Timeline Group Black Swift Group, LLC More: the full row for Black Swift Group, LLC 96,440 $1.79M 0.26% -6,640 13F-HR Timeline EAGLE GLOBAL ADVISORS LLC More: the full row for EAGLE GLOBAL ADVISORS LLC 96,360 $1.79M 0.06% -3,400 13F-HR Timeline IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 96,304 $1.78M 0.01% -107,516 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 95,903 $1.78M 0.03% -436 13F-HR Timeline Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 95,662 $1.77M 0.09% -1,301 13F-HR Timeline Group MARSHALL WACE, LLP in group MARSHALL WACE, LLP More: the full row for MARSHALL WACE, LLP 95,503 $1.77M <0.01% new 13F-HR Timeline Group HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 94,125 $1.74M 0.03% -1,332 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 91,411 $1.69M 0.04% +3,983 13F-HR Timeline Legacy Capital Wealth Partners, LLC More: the full row for Legacy Capital Wealth Partners, LLC 89,789 $1.66M 0.32% +5,951 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 88,153 $1.63M 0.2% +35,532 13F-HR Timeline Texas Yale Capital Corp. More: the full row for Texas Yale Capital Corp. 87,325 $1.62M 0.04% -4,500 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 85,637 $1.59M 0.02% -9,166 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 84,572 $1.57M 0.03% +17,066 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 84,392 $1.56M 0.03% +4,734 13F-HR Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 84,207 $1.56M <0.01% +3,164 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 84,128 $1.56M 0.33% +4,434 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 83,330 $1.55M 0.02% -100 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 83,389 $1.55M 0.01% +3,731 13F-HR Timeline ExodusPoint Capital Management, LP More: the full row for ExodusPoint Capital Management, LP 83,309 $1.54M 0.01% -9,334 13F-HR Timeline CAXTON ASSOCIATES LLP More: the full row for CAXTON ASSOCIATES LLP 82,693 $1.53M 0.03% -2,759 13F-HR Timeline CASTLE WEALTH MANAGEMENT LLC More: the full row for CASTLE WEALTH MANAGEMENT LLC 81,837 $1.52M 0.45% +3,043 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 81,266 $1.51M 0.01% +2,120 13F-HR Timeline Group Diversify Advisory Services, LLC group of 2 filers holding More: the full row for Diversify Advisory Services, LLC 79,414 $1.5M +17,723 Timeline LAZARI CAPITAL MANAGEMENT, INC. More: the full row for LAZARI CAPITAL MANAGEMENT, INC. 80,850 $1.5M 0.46% +20,300 13F-HR Timeline Register Financial Advisors LLC More: the full row for Register Financial Advisors LLC 80,038 $1.48M 0.45% +1,000 13F-HR Timeline Stiles Financial Services Inc More: the full row for Stiles Financial Services Inc 79,696 $1.48M 0.37% -1,627 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 79,181 $1.47M 0.04% +6,788 13F-HR Timeline Group JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 79,012 $1.46M 0.01% -39,023 13F-HR Timeline Ayrshire Capital Management LLC More: the full row for Ayrshire Capital Management LLC 78,749 $1.46M 0.68% -1,617 13F-HR Timeline Eos Management, L.P. More: the full row for Eos Management, L.P. 78,500 $1.45M 0.58% 0 13F-HR Timeline Bramshill Investments, LLC More: the full row for Bramshill Investments, LLC 77,871 $1.44M 0.11% +924 13F-HR Timeline Delphi Financial Group, Inc. in group Delphi Financial Group, Inc. More: the full row for Delphi Financial Group, Inc. 77,000 $1.43M 0.71% 0 13F-HR Timeline Group UMB Bank, n.a. More: the full row for UMB Bank, n.a. 76,673 $1.42M 0.02% +75,173 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Marble Wealth, LLC More: the full row for Marble Wealth, LLC 76,661 $1.42M 0.22% -7,586 13F-HR Timeline RDA Financial Network More: the full row for RDA Financial Network 76,633 $1.42M 0.31% +370 13F-HR Timeline Midwest Professional Planners, LTD. More: the full row for Midwest Professional Planners, LTD. 76,617 $1.42M 0.28% +7,570 13F-HR Timeline Essential Investment Partners LLC More: the full row for Essential Investment Partners LLC 76,496 $1.42M 1.14% +4,700 13F-HR Timeline 1832 Asset Management L.P. More: the full row for 1832 Asset Management L.P. 76,300 $1.41M <0.01% 0 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 76,250 $1.41M 0.12% new 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 75,075 $1.39M 0.02% 13F-HR Timeline Caption Management, LLC More: the full row for Caption Management, LLC 74,700 $1.38M 0.05% new 13F-HR Timeline NAPLES GLOBAL ADVISORS, LLC More: the full row for NAPLES GLOBAL ADVISORS, LLC 73,602 $1.36M 0.08% -2,350 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 73,575 $1.36M 0.04% -3,382 13F-HR Timeline Global Wealth Management Investment Adv… More: the full row for Global Wealth Management Investment Advisory, Inc. 71,285 $1.32M 0.19% +8,708 13F-HR Timeline Linden Thomas Advisory Services, LLC More: the full row for Linden Thomas Advisory Services, LLC 71,192 $1.32M 0.11% +3,475 13F-HR Timeline Independent Wealth Network Inc. More: the full row for Independent Wealth Network Inc. 69,058 $1.28M 0.33% +13,563 13F-HR Timeline HRT FINANCIAL LP More: the full row for HRT FINANCIAL LP 68,813 $1.27M <0.01% new 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 68,637 $1.27M <0.01% -24,320 13F-HR Timeline Group Samalin Investment Counsel, LLC More: the full row for Samalin Investment Counsel, LLC 68,479 $1.27M 0.41% -6,641 13F-HR Timeline Key Client Fiduciary Advisors, LLC More: the full row for Key Client Fiduciary Advisors, LLC 67,752 $1.26M 0.37% +2,388 13F-HR Timeline Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 67,704 $1.25M 0.02% -598 13F-HR Timeline Tidal Investments LLC in group Tidal Investments LLC More: the full row for Tidal Investments LLC 66,297 $1.23M <0.01% 0 13F-HR Timeline Group HSBC HOLDINGS PLC in group HSBC HOLDINGS PLC More: the full row for HSBC HOLDINGS PLC 66,100 $1.22M <0.01% 0 13F-HR Timeline Group Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 66,099 $1.22M 0.02% +4,620 13F-HR Timeline Group Pettinga Financial Advisors LLC More: the full row for Pettinga Financial Advisors LLC 65,900 $1.22M 0.2% -1,800 13F-HR Timeline Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 63,286 $1.17M <0.01% -3,136 13F-HR Timeline VPR Management LLC More: the full row for VPR Management LLC 63,254 $1.17M 0.47% +636 13F-HR Timeline Elgethun Capital Management More: the full row for Elgethun Capital Management 62,740 $1.16M 0.16% new 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 62,529 $1.16M 0.03% 0 13F-HR Timeline Dickmeyer Boyce Financial Management, I… More: the full row for Dickmeyer Boyce Financial Management, Inc. 62,500 $1.16M 0.6% -895 13F-HR Timeline Engineers Gate Manager LP More: the full row for Engineers Gate Manager LP 61,970 $1.15M 0.01% -21,884 13F-HR Timeline COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 61,786 $1.14M 0.01% +7,819 13F-HR Timeline Group AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 61,652 $1.14M 0.02% +4,384 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 60,567 $1.12M 0.03% +7,004 13F-HR Timeline ProShare Advisors LLC More: the full row for ProShare Advisors LLC 60,034 $1.11M <0.01% -3,193 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 59,967 $1.11M 0.02% -9,788 13F-HR Timeline Group Baldwin Investment Management, LLC More: the full row for Baldwin Investment Management, LLC 59,409 $1.1M 0.11% -783 13F-HR Timeline River Street Advisors LLC More: the full row for River Street Advisors LLC 59,267 $1.1M 0.32% new 13F-HR Timeline Cordoba Advisory Partners LLC More: the full row for Cordoba Advisory Partners LLC 58,179 $1.09M 0.23% +11,038 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 58,354 $1.08M 0.01% -5,093 13F-HR Timeline GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 58,237 $1.08M 0.2% -367 13F-HR Timeline CASCADE INVESTMENT GROUP, INC. More: the full row for CASCADE INVESTMENT GROUP, INC. 58,195 $1.08M 0.6% -1,050 13F-HR Timeline Granite FO LLC More: the full row for Granite FO LLC 57,715 $1.07M 0.57% -60,595 13F-HR Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 57,549 $1.07M 0.06% +45,895 13F-HR Timeline NATIONAL BANK OF CANADA /FI/ in group NATIONAL BANK OF CANADA /FI/ More: the full row for NATIONAL BANK OF CANADA /FI/ 57,579 $1.07M <0.01% -8,279 13F-HR Timeline Group PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 57,007 $1.06M <0.01% -9,953 13F-HR Timeline Group Accel Wealth Management More: the full row for Accel Wealth Management 56,895 $1.05M 0.24% +2,185 13F-HR Timeline Onyx Bridge Wealth Group LLC More: the full row for Onyx Bridge Wealth Group LLC 56,523 $1.05M 0.09% +1,723 13F-HR Timeline Lantz Financial LLC More: the full row for Lantz Financial LLC 56,382 $1.04M 0.19% +711 13F-HR Timeline BKM Wealth Management, LLC More: the full row for BKM Wealth Management, LLC 56,152 $1.04M 0.37% +6,158 13F-HR Timeline C2C Wealth Management, LLC More: the full row for C2C Wealth Management, LLC 55,850 $1.03M 0.81% 0 13F-HR Timeline Inspire Advisors, LLC in group Inspire Investing, LLC More: the full row for Inspire Advisors, LLC 55,342 $1.03M 0.07% +904 13F-HR Timeline Group Allworth Financial LP More: the full row for Allworth Financial LP 55,265 $1.02M <0.01% +2,038 13F-HR Timeline FLC Capital Advisors More: the full row for FLC Capital Advisors 55,188 $1.02M 0.17% -7,007 13F-HR Timeline Investment Partners Asset Management, I… More: the full row for Investment Partners Asset Management, Inc. 53,734 $996K 0.56% +3,087 13F-HR Timeline DELPHI MANAGEMENT INC /MA/ More: the full row for DELPHI MANAGEMENT INC /MA/ 53,060 $983K 0.96% +79 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 52,696 $976K <0.01% -3,201 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 51,803 $961K 0.05% +33,694 13F-HR Timeline Canal Capital Management, LLC More: the full row for Canal Capital Management, LLC 51,319 $951K 0.12% +6,566 13F-HR Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 50,597 $938K 0.01% +1,005 13F-HR Timeline Group Lewis Asset Management, LLC More: the full row for Lewis Asset Management, LLC 50,248 $931K 0.33% +23,654 13F-HR Timeline Callodine Capital Management, LP More: the full row for Callodine Capital Management, LP 50,000 $926K 0.06% new 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 49,963 $926K 0.01% -3,480 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 49,696 $921K <0.01% +27,574 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 49,193 $912K 0.02% +2,228 13F-HR Timeline Group Sculati Wealth Management, LLC More: the full row for Sculati Wealth Management, LLC 46,708 $895K 0.3% -50,947 13F-HR Timeline Westbourne Investment Advisors, Inc. More: the full row for Westbourne Investment Advisors, Inc. 47,050 $872K 0.24% +1,400 13F-HR Timeline Stonebridge Financial Planning Group, L… More: the full row for Stonebridge Financial Planning Group, LLC 46,997 $871K 0.28% -34,978 13F-HR Timeline Haven Private, LLC More: the full row for Haven Private, LLC 46,961 $870K 0.33% +613 13F-HR Timeline Trexquant Investment LP More: the full row for Trexquant Investment LP 45,937 $851K 0.01% -990,711 13F-HR Timeline Financial Gravity Companies, Inc. in group Financial Gravity Companies, … More: the full row for Financial Gravity Companies, Inc. 45,662 $846K 0.14% 13F-HR Timeline Group Carnegie Lake Advisors LLC More: the full row for Carnegie Lake Advisors LLC 45,505 $843K 0.31% +71 13F-HR Timeline PENSION & WEALTH MANAGEMENT ADVISORS, I… More: the full row for PENSION & WEALTH MANAGEMENT ADVISORS, INC. 45,481 $843K 0.23% +43,017 13F-HR Timeline Beverly Hills Private Wealth, LLC More: the full row for Beverly Hills Private Wealth, LLC 45,111 $836K 0.16% -250 13F-HR Timeline MCDONALD PARTNERS LLC More: the full row for MCDONALD PARTNERS LLC 45,000 $834K 0.2% +15,000 13F-HR Timeline LexAurum Advisors, LLC More: the full row for LexAurum Advisors, LLC 44,864 $831K 0.1% -797 13F-HR Timeline Commerce Advisors, LLC More: the full row for Commerce Advisors, LLC 43,986 $815K 0.44% +284 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 43,648 $809K 0.01% -4,786 13F-HR Timeline Group Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 43,642 $809K 0.02% -6,712 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 43,444 $805K <0.01% -2,424 13F-HR Timeline Group KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 43,271 $802K <0.01% +4,076 13F-HR Timeline Group IFP Advisors, Inc More: the full row for IFP Advisors, Inc 43,071 $798K 0.01% -931 13F-HR Timeline Port Capital LLC More: the full row for Port Capital LLC 43,000 $797K 0.03% 0 13F-HR Timeline BRADLEY FOSTER & SARGENT INC/CT More: the full row for BRADLEY FOSTER & SARGENT INC/CT 42,872 $794K 0.01% +13,495 13F-HR Timeline Fiduciary Group, LLC More: the full row for Fiduciary Group, LLC 42,823 $794K 0.06% -1,144 13F-HR Timeline MAGNOLIA CAPITAL ADVISORS LLC More: the full row for MAGNOLIA CAPITAL ADVISORS LLC 42,591 $789K 0.14% -7,775 13F-HR Timeline NISSAY ASSET MANAGEMENT CORP /JAPAN More: the full row for NISSAY ASSET MANAGEMENT CORP /JAPAN 42,186 $782K <0.01% 0 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 42,149 $781K 0.01% -4,419 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 41,955 $777K <0.01% +22,807 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 41,729 $773K <0.01% +9,485 13F-HR Timeline GSA CAPITAL PARTNERS LLP More: the full row for GSA CAPITAL PARTNERS LLP 40,340 $748K 0.05% new 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 40,291 $747K 0.04% -340 13F-HR Timeline Mallini Complete Financial Planning LLC More: the full row for Mallini Complete Financial Planning LLC 40,027 $742K 0.53% +152 13F-HR Timeline NATIXIS in group Natixis Investment Managers More: the full row for NATIXIS 39,920 $740K <0.01% -57,000 13F-HR Timeline Group Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 39,030 $723K 0.02% -17,299 13F-HR Timeline MERIDIAN INVESTMENT COUNSEL INC. More: the full row for MERIDIAN INVESTMENT COUNSEL INC. 38,940 $722K 0.15% -6,900 13F-HR Timeline NewSquare Capital LLC More: the full row for NewSquare Capital LLC 38,902 $721K 0.05% +3,958 13F-HR Timeline Werlinich Asset Management, LLC More: the full row for Werlinich Asset Management, LLC 38,880 $720K 0.28% +350 13F-HR Timeline Tempus Wealth Planning, LLC More: the full row for Tempus Wealth Planning, LLC 38,642 $716K 0.14% 0 13F-HR Timeline GUGGENHEIM CAPITAL LLC in group GUGGENHEIM CAPITAL LLC More: the full row for GUGGENHEIM CAPITAL LLC 38,583 $715K <0.01% +3,641 13F-HR Timeline Group DUNCKER STREETT & CO INC More: the full row for DUNCKER STREETT & CO INC 38,418 $712K 0.12% -8,348 13F-HR Timeline Empowered Funds, LLC More: the full row for Empowered Funds, LLC 38,192 $708K <0.01% -39,945 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 38,084 $706K <0.01% -5,162 13F-HR Timeline Group PFG Investments, LLC More: the full row for PFG Investments, LLC 37,572 $696K 0.03% +10,570 13F-HR Timeline Everstar Asset Management, LLC More: the full row for Everstar Asset Management, LLC 37,389 $693K 0.33% -280 13F-HR Timeline 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 37,166 $689K 0.43% -5,299 13F-HR Timeline Intrua Financial, LLC More: the full row for Intrua Financial, LLC 36,932 $684K 0.06% +4,548 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 36,412 $684K 0.02% -919 13F-HR Timeline First National Bank of Mount Dora, Trus… More: the full row for First National Bank of Mount Dora, Trust Investment Services 35,964 $666K 0.13% 0 13F-HR Timeline FAMILY WEALTH PARTNERS, LLC More: the full row for FAMILY WEALTH PARTNERS, LLC 35,807 $663K 0.2% +2,768 13F-HR Timeline PRICE T ROWE ASSOCIATES INC /MD/ More: the full row for PRICE T ROWE ASSOCIATES INC /MD/ 35,703 $663K <0.01% -1,951 13F-HR Timeline Monument Capital Management More: the full row for Monument Capital Management 35,592 $660K 0.13% -209 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 35,423 $656K 0.02% -4,135 13F-HR Timeline Balboa Wealth Partners More: the full row for Balboa Wealth Partners 34,896 $647K 0.09% -2,471 13F-HR Timeline Midwest Trust Co More: the full row for Midwest Trust Co 34,401 $637K 0.01% 0 13F-HR Timeline Nicholas Hoffman & Company, LLC. More: the full row for Nicholas Hoffman & Company, LLC. 33,368 $618K 0.01% +5,221 13F-HR Timeline WESPAC Advisors, LLC More: the full row for WESPAC Advisors, LLC 33,090 $613K 0.3% +1,315 13F-HR Timeline JACKSON THORNTON WEALTH MANAGEMENT, LLC More: the full row for JACKSON THORNTON WEALTH MANAGEMENT, LLC 32,912 $610K 0.05% new 13F-HR Timeline Jump Financial, LLC in group Jump Financial, LLC More: the full row for Jump Financial, LLC 32,700 $606K 0.01% +4,445 13F-HR Timeline Group Cypress Wealth Services, LLC More: the full row for Cypress Wealth Services, LLC 32,675 $605K 0.07% +18,096 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 33,206 $604K <0.01% +6,638 13F-HR Timeline Group KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 32,567 $603K 0.02% +8,247 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 32,540 $603K 0.02% +1,949 13F-HR Timeline Millennium Capital Advisors, LLC More: the full row for Millennium Capital Advisors, LLC 32,454 $601K 0.33% -1 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 32,350 $599K 0.11% +7,319 13F-HR Timeline ST GERMAIN D J CO INC in group ST GERMAIN D J CO INC More: the full row for ST GERMAIN D J CO INC 32,150 $596K 0.02% -12,000 13F-HR Timeline Group QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 31,680 $587K 0.02% +30,929 13F-HR Timeline Quad-Cities Investment Group, LLC More: the full row for Quad-Cities Investment Group, LLC 31,558 $585K 0.21% +1,461 13F-HR Timeline PensionDanmark Pensionsforsikringsaktie… More: the full row for PensionDanmark Pensionsforsikringsaktieselskab 31,536 $584K <0.01% +827 13F-HR Timeline ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 31,295 $580K 0.03% -6,900 13F-HR Timeline MARATHON CAPITAL MANAGEMENT More: the full row for MARATHON CAPITAL MANAGEMENT 30,981 $574K 0.12% -134,222 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 30,970 $574K 0.02% -3,500 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 30,842 $572K 0.04% -43,155 13F-HR Timeline Access Investment Management LLC More: the full row for Access Investment Management LLC 30,675 $568K 0.15% 0 13F-HR Timeline Pinion Investment Advisors, LLC More: the full row for Pinion Investment Advisors, LLC 30,605 $567K 0.11% +351 13F-HR Timeline Western Financial Corp/CA More: the full row for Western Financial Corp/CA 30,404 $563K 0.16% +765 13F-HR Timeline Palacios Wealth Management, LLC More: the full row for Palacios Wealth Management, LLC 30,224 $560K 0.33% 0 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 30,000 $556K 0.01% 0 13F-HR Timeline Group MBM WEALTH CONSULTANTS, LLC More: the full row for MBM WEALTH CONSULTANTS, LLC 29,900 $554K 0.11% -71,751 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 29,618 $549K 0.01% +439 13F-HR Timeline ROMAN BUTLER FULLERTON & CO More: the full row for ROMAN BUTLER FULLERTON & CO 29,231 $545K 0.13% +1,518 13F-HR Timeline Pasadena Private Wealth, LLC More: the full row for Pasadena Private Wealth, LLC 29,275 $542K 0.07% 0 13F-HR Timeline BANK OZK More: the full row for BANK OZK 29,166 $540K 0.16% -12,000 13F-HR Timeline COFG Advisors, LLC More: the full row for COFG Advisors, LLC 29,141 $540K 0.09% -1,141 13F-HR Timeline J.M. Arbour, LLC More: the full row for J.M. Arbour, LLC 28,708 $532K 0.46% +7,234 13F-HR Timeline CIDEL ASSET MANAGEMENT INC More: the full row for CIDEL ASSET MANAGEMENT INC 28,600 $530K 0.03% new 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 28,386 $526K 0.01% +2,426 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 27,624 $512K <0.01% -7,732 13F-HR Timeline Group Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 27,486 $509K 0.02% +2,042 13F-HR Timeline Milestone Asset Management Group, LLC More: the full row for Milestone Asset Management Group, LLC 27,438 $508K 0.26% new 13F-HR Timeline S&T Bank/PA More: the full row for S&T Bank/PA 26,778 $496K 0.15% -5,180 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. 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