Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 129,933 $2.63M 0.05% -215,809 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 129,540 $2.62M 0.03% +18,870 13F-HR Timeline Brendel Financial Advisors LLC More: the full row for Brendel Financial Advisors LLC 128,028 $2.59M 1.27% +5,876 13F-HR Timeline FourThought Financial Partners, LLC More: the full row for FourThought Financial Partners, LLC 127,369 $2.58M 0.22% +8,801 13F-HR Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 127,292 $2.58M 0.29% +13,051 13F-HR Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 126,166 $2.55M <0.01% -11,402 13F-HR Timeline Group Engineers Gate Manager LP More: the full row for Engineers Gate Manager LP 125,441 $2.54M 0.03% +83,192 13F-HR Timeline Sciencast Management LP More: the full row for Sciencast Management LP 125,036 $2.53M 0.35% new 13F-HR Timeline LFG Wealth Partners, LLC More: the full row for LFG Wealth Partners, LLC 121,653 $2.46M 1.57% 13F-HR Timeline JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 118,580 $2.4M 0.02% -10,433 13F-HR Timeline BankPlus Trust Department group of 2 filers holding More: the full row for BankPlus Trust Department 117,116 $2.37M -3,256 Timeline MAGNOLIA CAPITAL ADVISORS LLC More: the full row for MAGNOLIA CAPITAL ADVISORS LLC 117,093 $2.37M 0.5% +3,168 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 114,164 $2.31M <0.01% +6,595 13F-HR Timeline Group CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 112,735 $2.28M 0.06% -13,310 13F-HR Timeline Group Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 112,490 $2.28M 1.46% +39,382 13F-HR Timeline Palogic Value Management, L.P. More: the full row for Palogic Value Management, L.P. 110,571 $2.24M 0.96% +619 13F-HR Timeline GLOBAL STRATEGIC MANAGEMENT INC More: the full row for GLOBAL STRATEGIC MANAGEMENT INC 109,241 $2.22M 1.85% 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 109,452 $2.21M <0.01% +79,667 13F-HR Timeline Group WCG Wealth Advisors LLC More: the full row for WCG Wealth Advisors LLC 106,658 $2.16M 0.06% -478 13F-HR Timeline ExodusPoint Capital Management, LP More: the full row for ExodusPoint Capital Management, LP 106,134 $2.15M 0.02% new 13F-HR Timeline United Advisor Group, LLC More: the full row for United Advisor Group, LLC 105,601 $2.14M 0.27% +170 13F-HR Timeline Sculati Wealth Management, LLC More: the full row for Sculati Wealth Management, LLC 105,476 $2.13M 0.75% -1,499 13F-HR Timeline Plan Group Financial, LLC More: the full row for Plan Group Financial, LLC 104,507 $2.11M 0.55% +5,211 13F-HR Timeline Bramshill Investments, LLC More: the full row for Bramshill Investments, LLC 104,362 $2.11M 0.12% +39,537 13F-HR Timeline MAINSTAY CAPITAL MANAGEMENT LLC /ADV More: the full row for MAINSTAY CAPITAL MANAGEMENT LLC /ADV 104,163 $2.11M 0.16% -5,586 13F-HR Timeline Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 103,962 $2.1M 0.12% -14,832 13F-HR Timeline Group DARK FOREST CAPITAL MANAGEMENT LP More: the full row for DARK FOREST CAPITAL MANAGEMENT LP 102,041 $2.06M 0.09% new 13F-HR Timeline RIVERBRIDGE PARTNERS LLC More: the full row for RIVERBRIDGE PARTNERS LLC 101,851 $2.06M 0.04% +42,951 13F-HR Timeline Family Manage LLC More: the full row for Family Manage LLC 101,143 $2.05M 0.26% +39,404 13F-HR Timeline PUBLIC EMPLOYEES RETIREMENT SYSTEM OF O… More: the full row for PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 100,374 $2.03M 0.01% 0 13F-HR Timeline EAGLE GLOBAL ADVISORS LLC More: the full row for EAGLE GLOBAL ADVISORS LLC 99,760 $2.02M 0.07% +1,525 13F-HR Timeline Texas Yale Capital Corp. More: the full row for Texas Yale Capital Corp. 98,550 $1.99M 0.06% +1,080 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 98,293 $1.99M 0.03% +10,968 13F-HR Timeline MBM WEALTH CONSULTANTS, LLC More: the full row for MBM WEALTH CONSULTANTS, LLC 92,495 $1.87M 0.44% +3,671 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 91,634 $1.85M 0.03% -3,573 13F-HR Timeline Group Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 90,692 $1.83M 0.03% +2,598 13F-HR Timeline Jaffetilchin Investment Partners, LLC More: the full row for Jaffetilchin Investment Partners, LLC 89,801 $1.82M 0.11% -4,306 13F-HR Timeline Stonebridge Financial Planning Group, L… More: the full row for Stonebridge Financial Planning Group, LLC 88,715 $1.79M 0.65% -798 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 88,601 $1.79M 0.01% -8,359 13F-HR Timeline Integras Partners LLC More: the full row for Integras Partners LLC 87,483 $1.77M 1.43% +2,727 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 85,383 $1.76M 0.02% new 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 92,681 $1.73M 0.04% -3,870 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 83,657 $1.69M 0.38% -400 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 83,018 $1.68M <0.01% +5,750 13F-HR Timeline Group Virtu Financial LLC in group Virtu Financial LLC More: the full row for Virtu Financial LLC 82,612 $1.67M 0.06% new 13F-HR Timeline Group Stiles Financial Services Inc More: the full row for Stiles Financial Services Inc 82,404 $1.67M 0.51% -1,290 13F-HR Timeline Ayrshire Capital Management LLC More: the full row for Ayrshire Capital Management LLC 82,271 $1.66M 0.76% +3,804 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 81,906 $1.66M 0.01% -5,264 13F-HR Timeline Group MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 81,132 $1.64M <0.01% +3,064 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 80,223 $1.62M <0.01% -1,966 13F-HR Timeline RDA Financial Network More: the full row for RDA Financial Network 80,098 $1.62M 0.39% +602 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 79,580 $1.61M 0.02% +64,486 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 79,580 $1.61M 0.08% +1,495 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 79,216 $1.6M 0.01% +19,637 13F-HR Timeline Group Brown Miller Wealth Management, LLC More: the full row for Brown Miller Wealth Management, LLC 78,198 $1.58M 0.44% -5,232 13F-HR Timeline Samalin Investment Counsel, LLC More: the full row for Samalin Investment Counsel, LLC 77,772 $1.57M 0.56% +4,400 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 77,056 $1.56M 0.11% +24,954 13F-HR Timeline 1832 Asset Management L.P. More: the full row for 1832 Asset Management L.P. 76,300 $1.54M <0.01% +10,705 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 76,077 $1.54M 0.03% +1,352 13F-HR Timeline Register Financial Advisors LLC More: the full row for Register Financial Advisors LLC 75,888 $1.54M 0.6% +600 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 75,145 $1.52M 0.05% +7,713 13F-HR Timeline Marex Group Ltd in group Marex Group Ltd More: the full row for Marex Group Ltd 74,779 $1.51M 0.02% new 13F-HR Timeline Group Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 74,153 $1.5M 0.02% +4,700 13F-HR Timeline Group Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 73,604 $1.49M 0.04% -31,147 13F-HR Timeline Lansforsakringar Fondforvaltning AB (pu… More: the full row for Lansforsakringar Fondforvaltning AB (publ) 73,056 $1.48M 0.01% new 13F-HR Timeline LAZARD ASSET MANAGEMENT LLC in group LAZARD ASSET MANAGEMENT LLC More: the full row for LAZARD ASSET MANAGEMENT LLC 72,679 $1.47M <0.01% +37,044 13F-HR Timeline Group Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 72,621 $1.47M 0.05% +10,791 13F-HR Timeline Group Summit Financial, LLC More: the full row for Summit Financial, LLC 72,478 $1.47M 0.02% +503 13F-HR Timeline Legacy Capital Wealth Partners, LLC More: the full row for Legacy Capital Wealth Partners, LLC 72,298 $1.46M 0.31% +7,954 13F-HR Timeline GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 72,128 $1.46M 0.05% +4,518 13F-HR Timeline Eos Management, L.P. More: the full row for Eos Management, L.P. 70,000 $1.42M 0.55% new 13F-HR/A Timeline NAPLES GLOBAL ADVISORS, LLC More: the full row for NAPLES GLOBAL ADVISORS, LLC 69,975 $1.42M 0.11% +1,600 13F-HR Timeline Tidal Investments LLC in group Tidal Investments LLC More: the full row for Tidal Investments LLC 67,753 $1.37M 0.01% -3,640 13F-HR Timeline Group Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 67,618 $1.37M <0.01% +17,300 13F-HR Timeline CASTLE WEALTH MANAGEMENT LLC More: the full row for CASTLE WEALTH MANAGEMENT LLC 67,007 $1.36M 0.45% +2,620 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 66,759 $1.35M 0.06% +702 13F-HR Timeline CAXTON ASSOCIATES LLP More: the full row for CAXTON ASSOCIATES LLP 66,689 $1.35M 0.03% new 13F-HR Timeline NISSAY ASSET MANAGEMENT CORP /JAPAN More: the full row for NISSAY ASSET MANAGEMENT CORP /JAPAN 66,661 $1.35M 0.01% new 13F-HR Timeline Carnegie Lake Advisors LLC More: the full row for Carnegie Lake Advisors LLC 66,113 $1.34M 0.51% -53 13F-HR Timeline GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 65,971 $1.33M 0.26% -9,333 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/ 65,641 $1.33M <0.01% +717 13F-HR Timeline Group Permanens Capital L.P. More: the full row for Permanens Capital L.P. 65,544 $1.33M 0.17% 0 13F-HR Timeline Linden Thomas Advisory Services, LLC More: the full row for Linden Thomas Advisory Services, LLC 65,356 $1.32M 0.13% +1,778 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 65,029 $1.32M 0.03% 0 13F-HR Timeline Investment Partners Asset Management, I… More: the full row for Investment Partners Asset Management, Inc. 64,976 $1.31M 0.82% new 13F-HR Timeline ProShare Advisors LLC More: the full row for ProShare Advisors LLC 64,502 $1.3M <0.01% +1,039 13F-HR Timeline HSBC HOLDINGS PLC in group HSBC HOLDINGS PLC More: the full row for HSBC HOLDINGS PLC 64,500 $1.3M <0.01% new 13F-HR/A Timeline Group AA Financial Advisors, LLC More: the full row for AA Financial Advisors, LLC 64,328 $1.3M 0.24% +34,707 13F-HR Timeline DELPHI MANAGEMENT INC /MA/ More: the full row for DELPHI MANAGEMENT INC /MA/ 63,422 $1.28M 1.25% -533 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 62,750 $1.27M 0.03% +1,474 13F-HR Timeline Midwest Professional Planners, LTD. More: the full row for Midwest Professional Planners, LTD. 62,273 $1.26M 0.3% -5,361 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 62,071 $1.26M 0.07% +60 13F-HR Timeline Baldwin Investment Management, LLC More: the full row for Baldwin Investment Management, LLC 61,575 $1.25M 0.14% +805 13F-HR Timeline Key Client Fiduciary Advisors, LLC More: the full row for Key Client Fiduciary Advisors, LLC 61,458 $1.24M 0.43% +3,552 13F-HR Timeline Glassy Mountain Advisors, Inc. More: the full row for Glassy Mountain Advisors, Inc. 60,165 $1.22M 0.37% -6,924 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 59,999 $1.21M 0.02% -7,725 13F-HR Timeline CASCADE INVESTMENT GROUP, INC. More: the full row for CASCADE INVESTMENT GROUP, INC. 59,895 $1.21M 0.81% -3,550 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 59,564 $1.2M 0.02% +2,472 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 59,456 $1.2M 0.04% -732 13F-HR Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 59,259 $1.2M 0.01% -3,134 13F-HR Timeline Group Access Investment Management LLC More: the full row for Access Investment Management LLC 57,675 $1.18M 0.32% 0 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 58,040 $1.17M <0.01% -8,661 13F-HR Timeline Div Capital Phoenix Assets Ltd More: the full row for Div Capital Phoenix Assets Ltd 57,729 $1.17M 0.3% 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 57,461 $1.16M 0.03% -35,241 13F-HR Timeline Global Wealth Management Investment Adv… More: the full row for Global Wealth Management Investment Advisory, Inc. 57,301 $1.16M 0.19% +4,779 13F-HR Timeline Lantz Financial LLC More: the full row for Lantz Financial LLC 57,069 $1.15M 0.24% -831 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 56,737 $1.15M 0.01% -92,734 13F-HR Timeline J.M. Arbour, LLC More: the full row for J.M. Arbour, LLC 56,399 $1.14M 1.14% 13F-HR Timeline Essential Investment Partners LLC More: the full row for Essential Investment Partners LLC 56,146 $1.14M 1.07% 13F-HR Timeline Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 56,064 $1.13M 0.04% -30 13F-HR Timeline S&T Bank/PA More: the full row for S&T Bank/PA 55,986 $1.13M 0.36% -27,193 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 55,802 $1.13M 0.03% -1,640 13F-HR Timeline Accel Wealth Management More: the full row for Accel Wealth Management 55,122 $1.12M 0.3% -6,740 13F-HR Timeline CERTIOR FINANCIAL GROUP, LLC More: the full row for CERTIOR FINANCIAL GROUP, LLC 53,995 $1.09M 0.74% -6,318 13F-HR Timeline Inspire Advisors, LLC in group Inspire Investing, LLC More: the full row for Inspire Advisors, LLC 53,652 $1.09M 0.1% +6,446 13F-HR Timeline Group Independent Wealth Network Inc. More: the full row for Independent Wealth Network Inc. 53,241 $1.08M 0.33% +2,673 13F-HR Timeline PRICE T ROWE ASSOCIATES INC /MD/ More: the full row for PRICE T ROWE ASSOCIATES INC /MD/ 53,051 $1.07M <0.01% +3,524 13F-HR Timeline Onyx Bridge Wealth Group LLC More: the full row for Onyx Bridge Wealth Group LLC 53,052 $1.07M 0.11% +3,107 13F-HR Timeline FLC Capital Advisors More: the full row for FLC Capital Advisors 51,110 $1.03M 0.19% -1,838 13F-HR Timeline Vantage Financial Partners, LLC More: the full row for Vantage Financial Partners, LLC 50,575 $1.02M 0.21% 0 13F-HR Timeline C2C Wealth Management, LLC More: the full row for C2C Wealth Management, LLC 49,850 $1.01M 0.85% 0 13F-HR Timeline DUNCKER STREETT & CO INC More: the full row for DUNCKER STREETT & CO INC 49,793 $1.01M 0.18% -12,111 13F-HR Timeline Merkkuri Wealth Advisors LLC More: the full row for Merkkuri Wealth Advisors LLC 49,673 $1M 0.68% +34,556 13F-HR Timeline KG Capital Management More: the full row for KG Capital Management 49,670 $1M 0.26% +38,500 13F-HR Timeline Graham Capital Management, L.P. More: the full row for Graham Capital Management, L.P. 49,500 $1M 0.03% new 13F-HR Timeline COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 49,170 $995K 0.01% +1,100 13F-HR Timeline Group SG Americas Securities, LLC More: the full row for SG Americas Securities, LLC 49,148 $994K <0.01% +20,199 13F-HR Timeline Beverly Hills Private Wealth, LLC More: the full row for Beverly Hills Private Wealth, LLC 48,974 $991K 0.17% -1,529 13F-HR/A Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 48,931 $990K 0.02% +2,021 13F-HR Timeline Group Cane Capital Partners, LLC More: the full row for Cane Capital Partners, LLC 48,920 $990K 0.42% 13F-HR Timeline ICON ADVISERS INC/CO More: the full row for ICON ADVISERS INC/CO 48,622 $984K 0.21% -121,234 13F-HR Timeline NATIXIS in group Natixis Investment Managers More: the full row for NATIXIS 48,420 $980K <0.01% new 13F-HR Timeline Group Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 48,356 $978K <0.01% +8,468 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 47,199 $955K 0.01% -5,019 13F-HR Timeline BKM Wealth Management, LLC More: the full row for BKM Wealth Management, LLC 46,997 $951K 0.35% +4,603 13F-HR Timeline TOCQUEVILLE ASSET MANAGEMENT L.P. in group TOCQUEVILLE ASSET MANAGEMENT … More: the full row for TOCQUEVILLE ASSET MANAGEMENT L.P. 46,468 $940K 0.01% -181,371 13F-HR Timeline Group Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 46,099 $933K 0.01% +4,128 13F-HR Timeline Group First National Bank of Mount Dora, Trus… More: the full row for First National Bank of Mount Dora, Trust Investment Services 46,002 $931K 0.2% 0 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 45,850 $928K 0.01% +8,658 13F-HR Timeline Group Westbourne Investment Advisors, Inc. More: the full row for Westbourne Investment Advisors, Inc. 45,696 $924K 0.26% +1,500 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 45,509 $921K 0.04% -8,192 13F-HR Timeline Group QTR Family Wealth, LLC More: the full row for QTR Family Wealth, LLC 45,948 $917K 0.4% new 13F-HR Timeline Havemeyer Place LP More: the full row for Havemeyer Place LP 45,180 $914K 0.18% 13F-HR Timeline Cordoba Advisory Partners LLC More: the full row for Cordoba Advisory Partners LLC 44,436 $899K 0.22% 13F-HR Timeline BRADLEY FOSTER & SARGENT INC/CT More: the full row for BRADLEY FOSTER & SARGENT INC/CT 43,457 $879K 0.01% +14 13F-HR Timeline MERIDIAN INVESTMENT COUNSEL INC. More: the full row for MERIDIAN INVESTMENT COUNSEL INC. 43,440 $879K 0.21% +6,975 13F-HR Timeline ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 43,265 $875K 0.05% -19,050 13F-HR Timeline Welch Financial Planning, LLC More: the full row for Welch Financial Planning, LLC 43,242 $875K 0.64% 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 43,215 $874K <0.01% -1,325 13F-HR Timeline Group Port Capital LLC More: the full row for Port Capital LLC 43,000 $870K 0.04% 0 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 42,770 $865K 0.01% -11,603 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Fieldview Capital Management, LLC More: the full row for Fieldview Capital Management, LLC 42,289 $856K 0.15% new 13F-HR Timeline Diversify Advisory Services, LLC group of 2 filers holding More: the full row for Diversify Advisory Services, LLC 41,119 $854K -1,045 Timeline 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 41,888 $847K 0.56% -80 13F-HR Timeline Arete Wealth Advisors, LLC More: the full row for Arete Wealth Advisors, LLC 41,576 $841K 0.06% +182 13F-HR/A Timeline WealthPlan Investment Management, LLC More: the full row for WealthPlan Investment Management, LLC 41,443 $838K 0.05% -19,817 13F-HR Timeline Balboa Wealth Partners More: the full row for Balboa Wealth Partners 41,238 $834K 0.14% -3,517 13F-HR Timeline BANK OZK More: the full row for BANK OZK 41,166 $833K 0.29% 0 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 40,948 $828K 0.02% -4,564 13F-HR Timeline Clayton Partners LLC More: the full row for Clayton Partners LLC 40,000 $809K 0.58% new 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 39,649 $802K 0.02% +283 13F-HR Timeline Mallini Complete Financial Planning LLC More: the full row for Mallini Complete Financial Planning LLC 39,543 $800K 0.64% +286 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 38,898 $787K 0.05% -554 13F-HR Timeline Empowered Funds, LLC More: the full row for Empowered Funds, LLC 38,803 $785K 0.01% +780 13F-HR/A Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 38,723 $783K 0.11% new 13F-HR Timeline Everstar Asset Management, LLC More: the full row for Everstar Asset Management, LLC 38,380 $776K 0.42% 0 13F-HR Timeline Werlinich Asset Management, LLC More: the full row for Werlinich Asset Management, LLC 38,030 $772K 0.38% new 13F-HR Timeline VPR Management LLC More: the full row for VPR Management LLC 38,073 $770K 0.34% +15,300 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 37,900 $767K 0.03% -6,154 13F-HR Timeline COFG Advisors, LLC More: the full row for COFG Advisors, LLC 37,893 $767K 0.19% 13F-HR Timeline CARDIFF PARK ADVISORS, LLC More: the full row for CARDIFF PARK ADVISORS, LLC 37,799 $765K 0.06% -56,044 13F-HR Timeline Sterling Group Wealth Management, LLC More: the full row for Sterling Group Wealth Management, LLC 37,480 $758K 0.37% new 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 37,401 $757K 0.01% -9,356 13F-HR Timeline Americana Partners, LLC More: the full row for Americana Partners, LLC 36,500 $738K 0.02% new 13F-HR Timeline Monument Capital Management More: the full row for Monument Capital Management 36,166 $732K 0.18% -3,040 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 35,858 $725K 0.03% -12,514 13F-HR Timeline Pinion Investment Advisors, LLC More: the full row for Pinion Investment Advisors, LLC 35,386 $716K 0.17% -4,421 13F-HR Timeline Ares Financial Consulting, LLC More: the full row for Ares Financial Consulting, LLC 35,385 $716K 0.68% 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 34,988 $708K <0.01% +21,588 13F-HR/A Timeline Group WESPAC Advisors, LLC More: the full row for WESPAC Advisors, LLC 34,949 $707K 0.38% -4,036 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 34,700 $702K 0.01% +547 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 34,636 $701K <0.01% +6,103 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 34,495 $698K 0.03% -26,972 13F-HR Timeline Midwest Trust Co More: the full row for Midwest Trust Co 34,401 $696K 0.01% 0 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 34,362 $695K 0.13% +620 13F-HR Timeline Summit Trail Advisors, LLC More: the full row for Summit Trail Advisors, LLC 34,183 $692K 0.01% +22,766 13F-HR Timeline GUGGENHEIM CAPITAL LLC in group GUGGENHEIM CAPITAL LLC More: the full row for GUGGENHEIM CAPITAL LLC 34,129 $690K 0.01% +1,740 13F-HR Timeline Group NewSquare Capital LLC More: the full row for NewSquare Capital LLC 33,934 $686K 0.06% -7,296 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 33,782 $683K 0.13% -34,720 13F-HR Timeline Tempus Wealth Planning, LLC More: the full row for Tempus Wealth Planning, LLC 33,642 $681K 0.16% -20,000 13F-HR Timeline Canal Capital Management, LLC More: the full row for Canal Capital Management, LLC 32,955 $667K 0.09% +520 13F-HR Timeline Fiduciary Group, LLC More: the full row for Fiduciary Group, LLC 32,710 $662K 0.06% +134 13F-HR Timeline Millennium Capital Advisors, LLC More: the full row for Millennium Capital Advisors, LLC 32,455 $657K 0.39% 0 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 32,245 $652K 0.01% 0 13F-HR Timeline Group 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 $650K 0.03% -635 13F-HR Timeline Group Haven Private, LLC More: the full row for Haven Private, LLC 31,867 $645K 0.28% new 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 31,859 $645K 0.04% -6,553 13F-HR Timeline Group Left Brain Wealth Management, LLC More: the full row for Left Brain Wealth Management, LLC 31,834 $644K 0.22% +1,944 13F-HR Timeline Aigen Investment Management, LP More: the full row for Aigen Investment Management, LP 31,808 $643K 0.15% +19,634 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 31,679 $641K <0.01% 0 13F-HR Timeline Group