MAGNOLIA CAPITAL ADVISORS LLC More: the full row for MAGNOLIA CAPITAL ADVISORS LLC 113,925 $2.33M 0.61% -1,670 13F-HR Timeline IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 110,599 $2.26M 0.01% -27,672 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 110,670 $2.26M 0.03% +16,598 13F-HR Timeline Palogic Value Management, L.P. More: the full row for Palogic Value Management, L.P. 109,952 $2.24M 0.95% +1,828 13F-HR Timeline MAINSTAY CAPITAL MANAGEMENT LLC /ADV More: the full row for MAINSTAY CAPITAL MANAGEMENT LLC /ADV 109,749 $2.24M 0.22% -104,779 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 107,569 $2.2M <0.01% -3,538 13F-HR Timeline Group WCG Wealth Advisors LLC More: the full row for WCG Wealth Advisors LLC 107,136 $2.19M 0.14% +380 13F-HR Timeline Sculati Wealth Management, LLC More: the full row for Sculati Wealth Management, LLC 106,975 $2.18M 0.77% -481 13F-HR Timeline United Advisor Group, LLC More: the full row for United Advisor Group, LLC 105,431 $2.15M 0.29% +13,162 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 104,751 $2.14M 0.06% +15,650 13F-HR Timeline Union Bancaire Privee, UBP SA More: the full row for Union Bancaire Privee, UBP SA 102,777 $2.1M 0.03% 0 13F-HR Timeline PUBLIC EMPLOYEES RETIREMENT SYSTEM OF O… More: the full row for PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 100,374 $2.05M 0.01% 0 13F-HR Timeline Plan Group Financial, LLC More: the full row for Plan Group Financial, LLC 99,296 $2.03M 0.54% +8,684 13F-HR Timeline EAGLE GLOBAL ADVISORS LLC More: the full row for EAGLE GLOBAL ADVISORS LLC 98,235 $2M 0.08% +6,250 13F-HR Timeline Texas Yale Capital Corp. More: the full row for Texas Yale Capital Corp. 97,470 $1.99M 0.06% +22,930 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 96,960 $1.98M 0.01% -144,570 13F-HR/A Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 96,551 $1.97M 0.04% -12,521 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 95,207 $1.94M 0.04% +6,981 13F-HR Timeline Group Jaffetilchin Investment Partners, LLC More: the full row for Jaffetilchin Investment Partners, LLC 94,107 $1.92M 0.11% -6,688 13F-HR Timeline Cubist Systematic Strategies, LLC More: the full row for Cubist Systematic Strategies, LLC 94,029 $1.92M 0.03% new 13F-HR Timeline CARDIFF PARK ADVISORS, LLC More: the full row for CARDIFF PARK ADVISORS, LLC 93,843 $1.92M 0.15% +1,949 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 92,702 $1.89M 0.07% +26,497 13F-HR Timeline Quantbot Technologies LP More: the full row for Quantbot Technologies LP 92,472 $1.89M 0.05% -118,178 13F-HR Timeline Stonebridge Financial Planning Group, L… More: the full row for Stonebridge Financial Planning Group, LLC 89,513 $1.83M 0.69% -981 13F-HR Timeline MBM WEALTH CONSULTANTS, LLC More: the full row for MBM WEALTH CONSULTANTS, LLC 88,824 $1.81M 0.45% +4,108 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 88,094 $1.8M 0.03% +1,289 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 87,325 $1.78M 0.03% +1,370 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 87,170 $1.78M 0.01% +3,043 13F-HR/A Timeline Group M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 86,534 $1.77M 0.01% 0 13F-HR Timeline Group Brevan Howard Capital Management LP in group Brevan Howard Capital Managem… More: the full row for Brevan Howard Capital Management LP 85,654 $1.75M 0.03% -79,133 13F-HR Timeline Group Integras Partners LLC More: the full row for Integras Partners LLC 84,756 $1.73M 1.4% +5,751 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 84,057 $1.72M 0.4% +600 13F-HR Timeline Stiles Financial Services Inc More: the full row for Stiles Financial Services Inc 83,694 $1.71M 0.54% +10,245 13F-HR Timeline Brown Miller Wealth Management, LLC More: the full row for Brown Miller Wealth Management, LLC 83,430 $1.7M 0.48% +2,407 13F-HR Timeline S&T Bank/PA More: the full row for S&T Bank/PA 83,179 $1.7M 0.48% -15,612 13F-HR Timeline STABLEFORD CAPITAL II LLC More: the full row for STABLEFORD CAPITAL II LLC 82,873 $1.69M 0.61% -1,152 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 82,189 $1.68M <0.01% -4,159 13F-HR Timeline RDA Financial Network More: the full row for RDA Financial Network 79,496 $1.62M 0.4% +2,835 13F-HR Timeline Ayrshire Capital Management LLC More: the full row for Ayrshire Capital Management LLC 78,467 $1.6M 0.74% -582 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 78,085 $1.59M 0.11% +74,995 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 78,068 $1.59M <0.01% +270 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 77,268 $1.58M <0.01% +65,135 13F-HR Timeline Group GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 75,304 $1.54M 0.33% +5,289 13F-HR Timeline Register Financial Advisors LLC More: the full row for Register Financial Advisors LLC 75,288 $1.54M 0.6% +1,250 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 77,727 $1.53M 0.16% -1,777 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 74,725 $1.53M 0.03% +54,267 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 73,495 $1.5M 0.02% +23,441 13F-HR Timeline Samalin Investment Counsel, LLC More: the full row for Samalin Investment Counsel, LLC 73,372 $1.5M 0.52% +1,964 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 73,108 $1.49M 0.98% +31,640 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 71,975 $1.47M 0.02% +8,322 13F-HR Timeline Tidal Investments LLC in group Tidal Investments LLC More: the full row for Tidal Investments LLC 71,393 $1.46M 0.01% +5,096 13F-HR Timeline Group Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 71,209 $1.45M 0.01% +5,227 13F-HR Timeline PREVAIL INNOVATIVE WEALTH ADVISORS, LLC More: the full row for PREVAIL INNOVATIVE WEALTH ADVISORS, LLC 70,047 $1.43M 0.28% new 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 69,453 $1.42M 0.02% -13,488 13F-HR Timeline Group Activest Wealth Management More: the full row for Activest Wealth Management 68,502 $1.4M 0.28% +12 13F-HR Timeline NAPLES GLOBAL ADVISORS, LLC More: the full row for NAPLES GLOBAL ADVISORS, LLC 68,375 $1.4M 0.11% +4,790 13F-HR Timeline Zuckerman Investment Group, LLC More: the full row for Zuckerman Investment Group, LLC 68,017 $1.39M 0.13% -17,000 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 67,724 $1.38M 0.03% +9,231 13F-HR Timeline Midwest Professional Planners, LTD. More: the full row for Midwest Professional Planners, LTD. 67,634 $1.38M 0.34% +1,863 13F-HR Timeline GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 67,610 $1.38M 0.05% new 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 67,432 $1.38M 0.06% -23,868 13F-HR Timeline Glassy Mountain Advisors, Inc. More: the full row for Glassy Mountain Advisors, Inc. 67,089 $1.37M 0.41% -4,852 13F-HR Timeline Second Line Capital, LLC More: the full row for Second Line Capital, LLC 67,008 $1.37M 0.28% +5,066 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 66,701 $1.36M 0.01% +2,027 13F-HR Timeline Carnegie Lake Advisors LLC More: the full row for Carnegie Lake Advisors LLC 66,166 $1.35M 0.52% +652 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 66,057 $1.35M 0.07% +10,995 13F-HR Timeline 1832 Asset Management L.P. More: the full row for 1832 Asset Management L.P. 65,595 $1.34M <0.01% -819,275 13F-HR Timeline Permanens Capital L.P. More: the full row for Permanens Capital L.P. 65,544 $1.34M 0.2% +416 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 65,029 $1.33M 0.03% -27,355 13F-HR/A Timeline NATIONAL BANK OF CANADA /FI/ in group NATIONAL BANK OF CANADA /FI/ More: the full row for NATIONAL BANK OF CANADA /FI/ 64,924 $1.32M <0.01% -13,345 13F-HR Timeline Group Bramshill Investments, LLC More: the full row for Bramshill Investments, LLC 64,825 $1.32M 0.09% -5,120 13F-HR Timeline CASTLE WEALTH MANAGEMENT LLC More: the full row for CASTLE WEALTH MANAGEMENT LLC 64,387 $1.31M 0.44% +14,388 13F-HR Timeline Legacy Capital Wealth Partners, LLC More: the full row for Legacy Capital Wealth Partners, LLC 64,344 $1.31M 0.29% -423 13F-HR Timeline DELPHI MANAGEMENT INC /MA/ More: the full row for DELPHI MANAGEMENT INC /MA/ 63,955 $1.3M 1.21% +1,256 13F-HR Timeline Linden Thomas Advisory Services, LLC More: the full row for Linden Thomas Advisory Services, LLC 63,578 $1.3M 0.13% +2,555 13F-HR Timeline ProShare Advisors LLC More: the full row for ProShare Advisors LLC 63,463 $1.3M <0.01% +5,466 13F-HR Timeline CASCADE INVESTMENT GROUP, INC. More: the full row for CASCADE INVESTMENT GROUP, INC. 63,445 $1.29M 0.86% -516 13F-HR Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 62,393 $1.27M 0.02% +3,917 13F-HR Timeline Group ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 62,315 $1.27M 0.08% -2,290 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 62,011 $1.27M 0.07% +2,353 13F-HR Timeline DUNCKER STREETT & CO INC More: the full row for DUNCKER STREETT & CO INC 61,904 $1.26M 0.22% -904 13F-HR Timeline Accel Wealth Management More: the full row for Accel Wealth Management 61,862 $1.26M 0.37% +10,452 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 61,830 $1.26M 0.04% -1,921 13F-HR Timeline Group Family Manage LLC More: the full row for Family Manage LLC 61,739 $1.26M 0.17% -2,345 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 61,467 $1.25M 0.05% +4,045 13F-HR Timeline AssuredPartners Investment Advisors, LLC More: the full row for AssuredPartners Investment Advisors, LLC 61,443 $1.25M 0.28% -834 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 61,276 $1.25M 0.03% +4,921 13F-HR Timeline WealthPlan Investment Management, LLC More: the full row for WealthPlan Investment Management, LLC 61,260 $1.25M 0.08% -1,016 13F-HR Timeline Baldwin Investment Management, LLC More: the full row for Baldwin Investment Management, LLC 60,770 $1.24M 0.14% +6,103 13F-HR Timeline CERTIOR FINANCIAL GROUP, LLC More: the full row for CERTIOR FINANCIAL GROUP, LLC 60,313 $1.23M 0.84% -3,405 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 60,188 $1.23M 0.04% +760 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 59,579 $1.22M 0.01% +35,385 13F-HR Timeline Group RIVERBRIDGE PARTNERS LLC More: the full row for RIVERBRIDGE PARTNERS LLC 58,900 $1.2M 0.02% +1,453 13F-HR Timeline Key Client Fiduciary Advisors, LLC More: the full row for Key Client Fiduciary Advisors, LLC 57,906 $1.18M 0.4% -5,815 13F-HR Timeline Lantz Financial LLC More: the full row for Lantz Financial LLC 57,900 $1.18M 0.26% +1,232 13F-HR Timeline Access Investment Management LLC More: the full row for Access Investment Management LLC 57,675 $1.18M 0.32% 0 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 57,442 $1.17M 0.03% -988 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 57,092 $1.17M 0.02% +567 13F-HR Timeline Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 56,094 $1.14M 0.04% -1,016 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 54,373 $1.11M 0.02% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. MACQUARIE GROUP LTD in group MACQUARIE GROUP LTD More: the full row for MACQUARIE GROUP LTD 54,000 $1.1M <0.01% -31,300 13F-HR Timeline Group StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 53,701 $1.1M 0.05% +6,551 13F-HR Timeline Group Tempus Wealth Planning, LLC More: the full row for Tempus Wealth Planning, LLC 53,642 $1.09M 0.25% 0 13F-HR Timeline FLC Capital Advisors More: the full row for FLC Capital Advisors 52,948 $1.08M 0.21% -672 13F-HR Timeline Global Wealth Management Investment Adv… More: the full row for Global Wealth Management Investment Advisory, Inc. 52,522 $1.07M 0.18% +4,135 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 52,218 $1.07M 0.02% +226 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 52,102 $1.06M 0.08% -756 13F-HR Timeline Vantage Financial Partners, LLC More: the full row for Vantage Financial Partners, LLC 50,575 $1.03M 0.22% +17,563 13F-HR Timeline Independent Wealth Network Inc. More: the full row for Independent Wealth Network Inc. 50,568 $1.03M 0.33% +814 13F-HR Timeline Beverly Hills Private Wealth, LLC More: the full row for Beverly Hills Private Wealth, LLC 50,503 $1.03M 0.18% -81 13F-HR Timeline Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 50,318 $1.03M <0.01% +1,887 13F-HR Timeline Texas Capital Bancshares Inc/TX More: the full row for Texas Capital Bancshares Inc/TX 50,127 $1.02M 0.4% +5,558 13F-HR Timeline Callodine Capital Management, LP More: the full row for Callodine Capital Management, LP 50,000 $1.02M 0.09% -50,000 13F-HR Timeline Onyx Bridge Wealth Group LLC More: the full row for Onyx Bridge Wealth Group LLC 49,945 $1.02M 0.11% +4,477 13F-HR Timeline C2C Wealth Management, LLC More: the full row for C2C Wealth Management, LLC 49,850 $1.02M 0.87% -750 13F-HR Timeline PRICE T ROWE ASSOCIATES INC /MD/ More: the full row for PRICE T ROWE ASSOCIATES INC /MD/ 49,527 $1.01M <0.01% new 13F-HR Timeline SteelPeak Wealth, LLC More: the full row for SteelPeak Wealth, LLC 48,963 $999K 0.03% -221 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 48,372 $987K 0.04% -2,207 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 48,328 $986K 0.02% +1,591 13F-HR Timeline COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 48,070 $981K 0.01% +758 13F-HR Timeline Group Inspire Advisors, LLC in group Inspire Investing, LLC More: the full row for Inspire Advisors, LLC 47,206 $963K 0.09% +1,487 13F-HR Timeline Group Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 46,910 $957K 0.02% -825 13F-HR Timeline Group Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 46,757 $954K 0.01% -1,289 13F-HR Timeline Massar Capital Management, LP More: the full row for Massar Capital Management, LP 46,319 $945K 0.34% new 13F-HR Timeline First National Bank of Mount Dora, Trus… More: the full row for First National Bank of Mount Dora, Trust Investment Services 46,002 $939K 0.21% 0 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 45,512 $929K 0.03% -3,588 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 44,915 $917K 0.01% +38,517 13F-HR Timeline Balboa Wealth Partners More: the full row for Balboa Wealth Partners 44,755 $913K 0.16% +559 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 44,540 $909K <0.01% +783 13F-HR Timeline Group Global Assets Advisory, LLC More: the full row for Global Assets Advisory, LLC 44,411 $906K 0.27% +8,457 13F-HR Timeline AXA Investment Managers S.A. More: the full row for AXA Investment Managers S.A. 44,409 $906K <0.01% 13F-HR Timeline Westbourne Investment Advisors, Inc. More: the full row for Westbourne Investment Advisors, Inc. 44,196 $902K 0.25% +4,800 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 44,054 $899K 0.03% +17,698 13F-HR Timeline Palacios Wealth Management, LLC More: the full row for Palacios Wealth Management, LLC 43,689 $892K 0.59% +16,744 13F-HR Timeline SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 43,525 $888K 0.04% +26,209 13F-HR Timeline BRADLEY FOSTER & SARGENT INC/CT More: the full row for BRADLEY FOSTER & SARGENT INC/CT 43,443 $887K 0.01% +115 13F-HR Timeline FLOYD FINANCIAL GROUP LLC More: the full row for FLOYD FINANCIAL GROUP LLC 45,294 $883K 0.65% +4,472 13F-HR Timeline Port Capital LLC More: the full row for Port Capital LLC 43,000 $878K 0.04% 0 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 42,460 $867K 0.04% +1,018 13F-HR Timeline BKM Wealth Management, LLC More: the full row for BKM Wealth Management, LLC 42,394 $865K 0.32% +525 13F-HR Timeline Engineers Gate Manager LP More: the full row for Engineers Gate Manager LP 42,249 $862K 0.01% -25,480 13F-HR Timeline Diversify Advisory Services, LLC group of 2 filers holding More: the full row for Diversify Advisory Services, LLC 42,164 $861K -1,222 Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 41,971 $857K 0.01% +2,921 13F-HR Timeline Group 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 41,968 $857K 0.58% +382 13F-HR Timeline Arete Wealth Advisors, LLC More: the full row for Arete Wealth Advisors, LLC 41,394 $845K 0.05% +650 13F-HR Timeline NewSquare Capital LLC More: the full row for NewSquare Capital LLC 41,230 $842K 0.06% +4,164 13F-HR Timeline BANK OZK More: the full row for BANK OZK 41,166 $840K 0.3% +3 13F-HR Timeline MQS Management LLC More: the full row for MQS Management LLC 40,378 $824K 0.48% +22,029 13F-HR Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 39,888 $814K <0.01% +15,130 13F-HR Timeline JBR Co Financial Management Inc More: the full row for JBR Co Financial Management Inc 39,787 $812K 0.34% -11,368 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 39,452 $805K 0.05% +359 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 39,366 $803K 0.02% -2,507 13F-HR/A Timeline Mallini Complete Financial Planning LLC More: the full row for Mallini Complete Financial Planning LLC 39,257 $801K 0.65% +1,199 13F-HR Timeline Monument Capital Management More: the full row for Monument Capital Management 39,206 $800K 0.2% +16,076 13F-HR Timeline Pinion Investment Advisors, LLC More: the full row for Pinion Investment Advisors, LLC 39,807 $799K 0.22% +4,436 13F-HR Timeline WESPAC Advisors, LLC More: the full row for WESPAC Advisors, LLC 38,985 $796K 0.46% +2,030 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 38,412 $784K 0.04% -29,018 13F-HR Timeline Group Everstar Asset Management, LLC More: the full row for Everstar Asset Management, LLC 38,380 $783K 0.44% -1,300 13F-HR Timeline WOLVERINE TRADING, LLC More: the full row for WOLVERINE TRADING, LLC 38,236 $782K 0.02% new 13F-HR Timeline Stonegate Investment Group, LLC More: the full row for Stonegate Investment Group, LLC 38,235 $780K 0.02% +6,831 13F-HR Timeline Empowered Funds, LLC More: the full row for Empowered Funds, LLC 38,023 $776K 0.01% +12,672 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 37,192 $759K 0.01% +3,739 13F-HR Timeline Group MERIDIAN INVESTMENT COUNSEL INC. More: the full row for MERIDIAN INVESTMENT COUNSEL INC. 36,465 $744K 0.18% +16,965 13F-HR Timeline AllSquare Wealth Management LLC More: the full row for AllSquare Wealth Management LLC 36,454 $744K 0.39% -500 13F-HR Timeline Measured Wealth Private Client Group, L… More: the full row for Measured Wealth Private Client Group, LLC 35,784 $730K 0.2% -808 13F-HR Timeline LAZARD ASSET MANAGEMENT LLC in group LAZARD ASSET MANAGEMENT LLC More: the full row for LAZARD ASSET MANAGEMENT LLC 35,635 $727K <0.01% +3,001 13F-HR Timeline Group Ascent Capital Management, LLC More: the full row for Ascent Capital Management, LLC 35,541 $725K 0.58% +836 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 34,651 $707K 0.03% 0 13F-HR Timeline Group Watts Gwilliam & Co., LLC More: the full row for Watts Gwilliam & Co., LLC 34,481 $704K 0.11% +43 13F-HR Timeline Midwest Trust Co More: the full row for Midwest Trust Co 34,401 $702K 0.01% -2,316 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 34,153 $697K 0.01% -379 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 33,840 $691K <0.01% +4,473 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 33,742 $689K 0.13% +9,484 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 32,785 $669K 0.03% -1,000 13F-HR Timeline Group Magnus Financial Group LLC More: the full row for Magnus Financial Group LLC 32,758 $669K 0.05% +753 13F-HR Timeline Fiduciary Group, LLC More: the full row for Fiduciary Group, LLC 32,576 $665K 0.06% +1,263 13F-HR Timeline Millennium Capital Advisors, LLC More: the full row for Millennium Capital Advisors, LLC 32,455 $662K 0.4% +18,320 13F-HR Timeline Canal Capital Management, LLC More: the full row for Canal Capital Management, LLC 32,435 $662K 0.1% +507 13F-HR Timeline GUGGENHEIM CAPITAL LLC in group GUGGENHEIM CAPITAL LLC More: the full row for GUGGENHEIM CAPITAL LLC 32,389 $661K <0.01% -3,112 13F-HR Timeline Group Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 32,245 $658K 0.01% 0 13F-HR Timeline Group ADVISORY RESEARCH INC More: the full row for ADVISORY RESEARCH INC 32,181 $657K 0.09% +392 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 31,959 $652K 0.04% +770 13F-HR Timeline Lewis Asset Management, LLC More: the full row for Lewis Asset Management, LLC 31,920 $651K 0.27% -4,164 13F-HR Timeline Maridea Wealth Management LLC More: the full row for Maridea Wealth Management LLC 33,059 $648K 0.1% +1,557 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 31,679 $647K <0.01% 0 13F-HR Timeline Group VERUS CAPITAL PARTNERS, LLC More: the full row for VERUS CAPITAL PARTNERS, LLC 31,597 $645K 0.05% -354 13F-HR/A Timeline Moors & Cabot, Inc. 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