Sound View Wealth Advisors Group, LLC More: the full row for Sound View Wealth Advisors Group, LLC 58,407 $19.3M 1.32% -5,930 13F-HR Timeline Vantage Investment Partners, LLC More: the full row for Vantage Investment Partners, LLC 58,249 $19.2M 1.31% -10,585 13F-HR Timeline Canal Capital Management, LLC More: the full row for Canal Capital Management, LLC 58,172 $19.2M 2.88% -1,178 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 58,074 $19.2M 0.5% -4,259 13F-HR/A Timeline LGT Fund Management Co Ltd. More: the full row for LGT Fund Management Co Ltd. 56,749 $18.9M 1.53% -2,483 13F-HR Timeline Wealth Advisors of Tampa Bay, LLC More: the full row for Wealth Advisors of Tampa Bay, LLC 57,284 $18.9M 6.3% -1,785 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 57,236 $18.9M 1.14% +831 13F-HR Timeline BEDRIJFSTAKPENSIOENFONDS VOOR DE MEDIA … More: the full row for BEDRIJFSTAKPENSIOENFONDS VOOR DE MEDIA PNO 67,000 $18.8M 2.48% +25,000 13F-HR Timeline L & S Advisors Inc More: the full row for L & S Advisors Inc 56,981 $18.8M 1.81% -191 13F-HR Timeline BLKBRD Asset Management, LP More: the full row for BLKBRD Asset Management, LP 56,940 $18.8M 5.23% +21,082 13F-HR Timeline INTRUST BANK NA More: the full row for INTRUST BANK NA 56,771 $18.7M 1.56% -669 13F-HR Timeline Glassy Mountain Advisors, Inc. More: the full row for Glassy Mountain Advisors, Inc. 56,671 $18.7M 5.63% -1,334 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 56,996 $18.7M 1.16% +17,180 13F-HR Timeline Onex Canada Asset Management Inc. More: the full row for Onex Canada Asset Management Inc. 56,553 $18.7M 2.36% -738 13F-HR Timeline Orange Investment Advisors, Inc. More: the full row for Orange Investment Advisors, Inc. 56,487 $18.6M 1.94% -1,628 13F-HR Timeline Harbour Capital Advisors, LLC More: the full row for Harbour Capital Advisors, LLC 55,260 $18.6M 3.8% -1,548 13F-HR Timeline Turtle Creek Wealth Advisors, LLC More: the full row for Turtle Creek Wealth Advisors, LLC 56,253 $18.6M 1.66% +9,252 13F-HR Timeline Cypress Capital Group in group Cypress Capital Group More: the full row for Cypress Capital Group 55,949 $18.5M 2.21% +1,084 13F-HR Timeline Group IFG Advisory, LLC More: the full row for IFG Advisory, LLC 55,923 $18.4M 0.84% -732 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 55,734 $18.4M 0.41% -14,066 13F-HR Timeline Fulcrum Asset Management LLP More: the full row for Fulcrum Asset Management LLP 55,666 $18.4M 5.09% -1,372 13F-HR/A Timeline MARSICO CAPITAL MANAGEMENT LLC More: the full row for MARSICO CAPITAL MANAGEMENT LLC 55,617 $18.3M 0.47% 0 13F-HR Timeline OLD SECOND NATIONAL BANK OF AURORA More: the full row for OLD SECOND NATIONAL BANK OF AURORA 55,570 $18.3M 3.78% -1,551 13F-HR Timeline GERMAN AMERICAN BANCORP, INC. More: the full row for GERMAN AMERICAN BANCORP, INC. 55,370 $18.3M 1.61% +3,859 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 55,322 $18.3M 0.22% +4,150 13F-HR Timeline Group KILEY JUERGENS WEALTH MANAGEMENT, LLC More: the full row for KILEY JUERGENS WEALTH MANAGEMENT, LLC 55,217 $18.2M 4.01% -1,301 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 55,178 $18.2M 0.18% +5,439 13F-HR Timeline Asio Capital, LLC More: the full row for Asio Capital, LLC 54,992 $18.1M 2.72% +533 13F-HR Timeline Town & Country Bank & Trust CO dba Firs… More: the full row for Town & Country Bank & Trust CO dba First Bankers Trust CO 54,863 $18.1M 6.31% -10,877 13F-HR Timeline EVEXIA WEALTH LLC More: the full row for EVEXIA WEALTH LLC 50,734 $18.1M 5.42% -11,824 13F-HR Timeline EFG Asset Management (North America) Co… More: the full row for EFG Asset Management (North America) Corp. 54,883 $18.1M 2.34% +11,017 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 54,814 $18.1M 2% -1,557 13F-HR Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 54,752 $18.1M 0.84% -10,045 13F-HR Timeline KENNEDY INVESTMENT GROUP, INC. More: the full row for KENNEDY INVESTMENT GROUP, INC. 54,584 $18M 7.16% +424 13F-HR Timeline GKV Capital Management Co., Inc. More: the full row for GKV Capital Management Co., Inc. 54,550 $18M 7.11% -620 13F-HR Timeline Columbia Asset Management More: the full row for Columbia Asset Management 54,351 $17.9M 3.36% -804 13F-HR Timeline SFE Investment Counsel More: the full row for SFE Investment Counsel 54,297 $17.9M 2.86% -6,056 13F-HR Timeline CSM Advisors, LLC More: the full row for CSM Advisors, LLC 53,966 $17.8M 0.5% -22,314 13F-HR Timeline SPINNAKER TRUST More: the full row for SPINNAKER TRUST 53,876 $17.8M 0.99% -3,765 13F-HR Timeline Rockline Wealth Management, LLC More: the full row for Rockline Wealth Management, LLC 53,768 $17.7M 3.67% +8,902 13F-HR Timeline Trust Asset Management LLC More: the full row for Trust Asset Management LLC 53,767 $17.7M 1.22% 0 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 53,729 $17.7M 3.2% -2,503 13F-HR Timeline Arvest Bank Trust Division More: the full row for Arvest Bank Trust Division 53,657 $17.7M 0.98% +1,074 13F-HR Timeline ALGERT GLOBAL LLC More: the full row for ALGERT GLOBAL LLC 53,552 $17.7M 0.3% -835 13F-HR/A Timeline Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 53,548 $17.7M 1.22% -11,943 13F-HR Timeline Kepler Cheuvreux (Suisse) SA More: the full row for Kepler Cheuvreux (Suisse) SA 53,470 $17.6M 0.95% 13F-HR Timeline HAMILTON CAPITAL PARTNERS, LLC More: the full row for HAMILTON CAPITAL PARTNERS, LLC 53,375 $17.6M 6.76% -734 13F-HR Timeline Qtron Investments LLC More: the full row for Qtron Investments LLC 53,243 $17.6M 2.18% -1,841 13F-HR Timeline MARTINGALE ASSET MANAGEMENT L P More: the full row for MARTINGALE ASSET MANAGEMENT L P 53,167 $17.5M 0.44% +48,577 13F-HR Timeline Banque Transatlantique SA in group Banque Transatlantique SA More: the full row for Banque Transatlantique SA 53,115 $17.5M 0.43% +5,483 13F-HR Timeline Group Pinnacle Financial Partners Inc More: the full row for Pinnacle Financial Partners Inc 53,093 $17.5M 0.42% +1,539 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 53,040 $17.5M 0.67% -2,216 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 53,024 $17.5M 0.76% -883 13F-HR Timeline NatWest Group plc in group NatWest Group plc More: the full row for NatWest Group plc 52,929 $17.5M 4.32% +179 13F-HR Timeline Group MMBG INVESTMENT ADVISORS CO. More: the full row for MMBG INVESTMENT ADVISORS CO. 52,902 $17.5M 1.55% +2,471 13F-HR Timeline FFG Partners, LLC More: the full row for FFG Partners, LLC 52,895 $17.5M 4.73% -301 13F-HR Timeline Insight Holdings Group, LLC in group Insight Holdings Group, LLC More: the full row for Insight Holdings Group, LLC 52,710 $17.4M 1.07% 0 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. Compound Planning, Inc. More: the full row for Compound Planning, Inc. 52,699 $17.4M 0.56% +8,370 13F-HR Timeline Kendall Capital Management More: the full row for Kendall Capital Management 52,530 $17.3M 3.91% -1,507 13F-HR Timeline Intellus Advisors LLC More: the full row for Intellus Advisors LLC 52,341 $17.3M 2.36% -3,639 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 52,162 $17.2M 1.07% -510 13F-HR Timeline HAP Trading, LLC More: the full row for HAP Trading, LLC 52,088 $17.2M 4.74% 13F-HR Timeline CARY STREET PARTNERS ASSET MANAGEMENT L… group of 2 filers holding More: the full row for CARY STREET PARTNERS ASSET MANAGEMENT LLC 51,961 $17.1M +255 Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 51,638 $17M 1.14% -5,106 13F-HR Timeline Wealthcare Advisory Partners LLC group of 2 filers holding More: the full row for Wealthcare Advisory Partners LLC 51,513 $17M +373 Timeline Foster Victor Wealth Advisors, LLC More: the full row for Foster Victor Wealth Advisors, LLC 50,154 $17M 1.06% -11,401 13F-HR Timeline Front Row Advisors LLC More: the full row for Front Row Advisors LLC 51,410 $17M 5.7% -9,534 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 51,324 $16.9M 1.3% -8,935 13F-HR Timeline Brookwood Investment Group LLC More: the full row for Brookwood Investment Group LLC 51,016 $16.8M 2.17% -6,998 13F-HR Timeline Brevan Howard Capital Management LP in group Brevan Howard Capital Managem… More: the full row for Brevan Howard Capital Management LP 51,013 $16.8M 0.24% new 13F-HR Timeline Group Abacus FCF Advisors LLC More: the full row for Abacus FCF Advisors LLC 50,931 $16.8M 2.23% +24,147 13F-HR Timeline HOEY INVESTMENTS, INC More: the full row for HOEY INVESTMENTS, INC 50,853 $16.8M 2.27% +1,342 13F-HR Timeline MONETARY MANAGEMENT GROUP INC More: the full row for MONETARY MANAGEMENT GROUP INC 50,625 $16.7M 3.83% -1,100 13F-HR Timeline FAS Wealth Partners, Inc. More: the full row for FAS Wealth Partners, Inc. 50,418 $16.6M 1.13% +755 13F-HR Timeline HORAN Wealth, LLC More: the full row for HORAN Wealth, LLC 50,234 $16.6M 2.61% +2,332 13F-HR Timeline Strategic Global Advisors, LLC More: the full row for Strategic Global Advisors, LLC 50,206 $16.6M 2.51% -772 13F-HR Timeline RMR Wealth Builders More: the full row for RMR Wealth Builders 50,090 $16.5M 1.38% -5,911 13F-HR Timeline Genus Capital Management Inc. More: the full row for Genus Capital Management Inc. 50,043 $16.5M 1.92% -11,012 13F-HR Timeline Sculptor Capital LP in group Sculptor Capital LP More: the full row for Sculptor Capital LP 50,000 $16.5M 0.23% new 13F-HR Timeline Group Elequin Capital, LP More: the full row for Elequin Capital, LP 50,000 $16.5M 1.41% new 13F-HR Timeline Alta Park Capital, LP More: the full row for Alta Park Capital, LP 49,935 $16.5M 1.66% new 13F-HR Timeline BOYD WATTERSON ASSET MANAGEMENT LLC/OH More: the full row for BOYD WATTERSON ASSET MANAGEMENT LLC/OH 49,888 $16.5M 4.9% -3,705 13F-HR Timeline RED CEDAR INVESTMENT MANAGEMENT, LLC More: the full row for RED CEDAR INVESTMENT MANAGEMENT, LLC 49,802 $16.4M 1.93% -3,444 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 49,636 $16.4M 2.8% +4,481 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 49,561 $16.4M 0.24% +6,753 13F-HR Timeline V-Square Quantitative Management LLC More: the full row for V-Square Quantitative Management LLC 49,532 $16.3M 2.76% +654 13F-HR Timeline HUNTER ASSOCIATES INVESTMENT MANAGEMENT… More: the full row for HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC 49,509 $16.3M 2.27% -5,803 13F-HR Timeline LOM Asset Management Ltd More: the full row for LOM Asset Management Ltd 49,315 $16.3M 4.96% -562 13F-HR Timeline Broadleaf Partners, LLC More: the full row for Broadleaf Partners, LLC 49,312 $16.3M 3.39% -827 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 49,164 $16.2M 0.21% +2,687 13F-HR Timeline NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 49,045 $16.2M 1.64% +14,970 13F-HR Timeline Independent Solutions Wealth Management… More: the full row for Independent Solutions Wealth Management, LLC 49,036 $16.2M 2.87% +225 13F-HR Timeline Capital Wealth Planning, LLC More: the full row for Capital Wealth Planning, LLC 48,893 $16.1M 0.11% +32,722 13F-HR Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 48,875 $16.1M 0.79% -21 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 48,773 $16.1M 0.13% +1,597 13F-HR Timeline EVENTIDE ASSET MANAGEMENT, LLC More: the full row for EVENTIDE ASSET MANAGEMENT, LLC 48,853 $16.1M 0.26% -2,118 13F-HR Timeline Rossmore Private Capital More: the full row for Rossmore Private Capital 48,681 $16.1M 1.73% +153 13F-HR Timeline JAMISON PRIVATE WEALTH MANAGEMENT, INC. More: the full row for JAMISON PRIVATE WEALTH MANAGEMENT, INC. 48,634 $16M 2.03% +236 13F-HR Timeline Westmount Partners, LLC More: the full row for Westmount Partners, LLC 48,085 $16M 4.14% +3 13F-HR Timeline ICICI Prudential Asset Management Co Ltd More: the full row for ICICI Prudential Asset Management Co Ltd 48,558 $16M 1.69% +8,944 13F-HR Timeline Greystone Financial Group, LLC More: the full row for Greystone Financial Group, LLC 48,491 $16M 2.48% -14,533 13F-HR Timeline Suncoast Equity Management More: the full row for Suncoast Equity Management 48,390 $16M 1.59% +47,626 13F-HR Timeline GREENWOOD GEARHART LLC More: the full row for GREENWOOD GEARHART LLC 48,286 $15.9M 0.92% +88 13F-HR Timeline Baltimore-Washington Financial Advisors… More: the full row for Baltimore-Washington Financial Advisors, Inc. 48,237 $15.9M 0.68% +1,920 13F-HR Timeline Stonebridge Capital Advisors LLC More: the full row for Stonebridge Capital Advisors LLC 48,195 $15.9M 1.13% +126 13F-HR Timeline INSPIRE TRUST CO, N.A. More: the full row for INSPIRE TRUST CO, N.A. 47,977 $15.8M 2.88% -1,523 13F-HR Timeline Waterloo Capital, L.P. More: the full row for Waterloo Capital, L.P. 47,952 $15.8M 1.18% -409 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 47,928 $15.8M 0.78% +1,011 13F-HR Timeline Mystic Asset Management, Inc. More: the full row for Mystic Asset Management, Inc. 47,873 $15.8M 3.57% -303 13F-HR Timeline Waratah Capital Advisors Ltd. More: the full row for Waratah Capital Advisors Ltd. 47,807 $15.8M 1.07% new 13F-HR Timeline Analyst IMS Investment Management Servi… in group Analyst IMS Investment Manage… More: the full row for Analyst IMS Investment Management Services Ltd. 47,753 $15.8M 0.49% +5,542 13F-HR Timeline Group Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 47,729 $15.7M 1.25% +2,417 13F-HR Timeline HWG Holdings LP More: the full row for HWG Holdings LP 47,612 $15.7M 3.98% +6,305 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 47,589 $15.7M 1.38% -890 13F-HR Timeline First National Bank of Mount Dora, Trus… More: the full row for First National Bank of Mount Dora, Trust Investment Services 47,533 $15.7M 3.47% -12,500 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 57,914 $15.7M 1.26% +5,108 13F-HR Timeline Avantax Planning Partners, Inc. More: the full row for Avantax Planning Partners, Inc. 47,446 $15.7M 0.45% -5,742 13F-HR Timeline CONNORS INVESTOR SERVICES INC More: the full row for CONNORS INVESTOR SERVICES INC 47,327 $15.6M 1.33% -4,632 13F-HR Timeline Think Investments LP More: the full row for Think Investments LP 47,300 $15.6M 2.06% new 13F-HR Timeline Patton Albertson Miller Group, LLC More: the full row for Patton Albertson Miller Group, LLC 47,117 $15.5M 1.88% -13,923 13F-HR Timeline 180 GPS Investments IC Ltd More: the full row for 180 GPS Investments IC Ltd 47,100 $15.5M 9.03% 13F-HR Timeline NEVILLE RODIE & SHAW INC More: the full row for NEVILLE RODIE & SHAW INC 46,863 $15.5M 1.12% -2,270 13F-HR Timeline Kranot Hishtalmut Le Morim Ve Gananot H… group of 2 filers holding More: the full row for Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD 46,820 $15.4M 0 Timeline COOKSON PEIRCE & CO INC More: the full row for COOKSON PEIRCE & CO INC 46,671 $15.4M 0.63% +37,403 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 46,655 $15.4M 2.3% +2,800 13F-HR Timeline Bay Rivers Group More: the full row for Bay Rivers Group 46,486 $15.3M 6.46% -10,176 13F-HR Timeline Purus Wealth Management, LLC More: the full row for Purus Wealth Management, LLC 46,354 $15.3M 4.88% -36 13F-HR Timeline VALICENTI ADVISORY SERVICES INC More: the full row for VALICENTI ADVISORY SERVICES INC 46,243 $15.3M 3.27% -6,320 13F-HR Timeline Kentucky Farm Bureau Mutual Insurance Co More: the full row for Kentucky Farm Bureau Mutual Insurance Co 46,057 $15.2M 3.74% -33,943 13F-HR Timeline JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 46,009 $15.2M 3.6% -1,355 13F-HR Timeline Narwhal Capital Management More: the full row for Narwhal Capital Management 45,963 $15.2M 1.12% -12,035 13F-HR Timeline Eastover Investment Advisors LLC More: the full row for Eastover Investment Advisors LLC 45,945 $15.2M 6.59% -9,845 13F-HR Timeline EFG Private Wealth Management (Americas… More: the full row for EFG Private Wealth Management (Americas) Corp. 45,800 $15.1M 2.61% -3,109 13F-HR Timeline INGALLS & SNYDER LLC More: the full row for INGALLS & SNYDER LLC 45,567 $15M 0.49% +80 13F-HR Timeline Virtu Financial LLC in group Virtu Financial LLC More: the full row for Virtu Financial LLC 45,500 $15M 0.84% new 13F-HR Timeline Group Caption Management, LLC More: the full row for Caption Management, LLC 45,500 $15M 0.87% +26,000 13F-HR Timeline BEARING POINT CAPITAL, LLC More: the full row for BEARING POINT CAPITAL, LLC 45,303 $14.9M 2.57% -2,805 13F-HR Timeline PAYDEN & RYGEL More: the full row for PAYDEN & RYGEL 45,300 $14.9M 1.26% -2,100 13F-HR Timeline Trifecta Capital Advisors, LLC More: the full row for Trifecta Capital Advisors, LLC 45,295 $14.9M 2.27% +1,395 13F-HR Timeline Essex Financial Services, Inc. group of 2 filers holding More: the full row for Essex Financial Services, Inc. 45,052 $14.9M -392 Timeline Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 45,017 $14.9M 1.01% +9,667 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 44,993 $14.8M 0.36% +1,815 13F-HR Timeline Bellwether Advisors, LLC More: the full row for Bellwether Advisors, LLC 44,879 $14.8M 2.45% -4,795 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 44,875 $14.8M 2.1% -311 13F-HR Timeline Group Fortis Capital Management LLC More: the full row for Fortis Capital Management LLC 44,767 $14.8M 2.08% -3,823 13F-HR Timeline Sendero Wealth Management, LLC More: the full row for Sendero Wealth Management, LLC 44,745 $14.8M 1.73% +20,910 13F-HR Timeline MCCARTER PRIVATE WEALTH SERVICES LLC More: the full row for MCCARTER PRIVATE WEALTH SERVICES LLC 44,440 $14.7M 7.51% -5,570 13F-HR Timeline Confluence Wealth Services, Inc. More: the full row for Confluence Wealth Services, Inc. 44,297 $14.6M 0.72% -867 13F-HR Timeline SIGNET FINANCIAL MANAGEMENT, LLC More: the full row for SIGNET FINANCIAL MANAGEMENT, LLC 44,261 $14.6M 1.7% +94 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 44,103 $14.6M 0.67% +7,224 13F-HR Timeline DOHENY ASSET MANAGEMENT /CA More: the full row for DOHENY ASSET MANAGEMENT /CA 44,078 $14.5M 9.23% +100 13F-HR Timeline Avestar Capital, LLC More: the full row for Avestar Capital, LLC 44,072 $14.5M 1.04% -3,347 13F-HR Timeline BECK CAPITAL MANAGEMENT, LLC More: the full row for BECK CAPITAL MANAGEMENT, LLC 43,994 $14.5M 3.35% -334 13F-HR Timeline Quantum Private Wealth, LLC More: the full row for Quantum Private Wealth, LLC 43,968 $14.5M 4.24% +584 13F-HR Timeline Gerber Kawasaki Wealth & Investment Man… More: the full row for Gerber Kawasaki Wealth & Investment Management 43,934 $14.5M 0.5% +2,572 13F-HR Timeline Schear Investment Advisers, LLC More: the full row for Schear Investment Advisers, LLC 43,849 $14.5M 6.44% -311 13F-HR Timeline Geneva Partners, LLC More: the full row for Geneva Partners, LLC 43,507 $14.4M 5.25% -252 13F-HR Timeline Generali Investments CEE, investicni sp… More: the full row for Generali Investments CEE, investicni spolecnost, a.s. 43,366 $14.3M 1.09% -2,238 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 43,057 $14.2M 0.86% +17,445 13F-HR Timeline LOOMIS SAYLES & CO L P in group LOOMIS SAYLES & CO L P More: the full row for LOOMIS SAYLES & CO L P 43,056 $14.2M 0.02% -16,165 13F-HR Timeline Group Sandhill Capital Partners LLC More: the full row for Sandhill Capital Partners LLC 42,855 $14.1M 0.99% -8,126 13F-HR Timeline Peterson Wealth Services More: the full row for Peterson Wealth Services 13,709 $14.1M 3.9% -29,688 13F-HR Timeline Midwest Professional Planners, LTD. More: the full row for Midwest Professional Planners, LTD. 42,761 $14.1M 3.44% -444 13F-HR Timeline Cambridge Financial Group, Inc. More: the full row for Cambridge Financial Group, Inc. 42,749 $14.1M 5.47% +4,820 13F-HR Timeline BRADY FAMILY WEALTH, LLC More: the full row for BRADY FAMILY WEALTH, LLC 42,741 $14.1M 4.37% -763 13F-HR Timeline TOWNSQUARE CAPITAL LLC More: the full row for TOWNSQUARE CAPITAL LLC 42,615 $14.1M 2.13% -8,139 13F-HR Timeline STF Management LP More: the full row for STF Management LP 42,530 $14M 5.2% -818 13F-HR Timeline JAMES INVESTMENT RESEARCH, INC. More: the full row for JAMES INVESTMENT RESEARCH, INC. 42,339 $14M 1.53% -1,226 13F-HR Timeline Symphony Financial, Ltd. Co. More: the full row for Symphony Financial, Ltd. Co. 42,446 $13.9M 1.7% -7,181 13F-HR Timeline AZZAD ASSET MANAGEMENT INC /ADV More: the full row for AZZAD ASSET MANAGEMENT INC /ADV 42,250 $13.9M 1.38% -2,134 13F-HR Timeline KORNITZER CAPITAL MANAGEMENT INC /KS More: the full row for KORNITZER CAPITAL MANAGEMENT INC /KS 42,242 $13.9M 0.28% +419 13F-HR Timeline 111 Capital More: the full row for 111 Capital 42,238 $13.9M 2.64% +5,812 13F-HR Timeline Clean Yield Group More: the full row for Clean Yield Group 42,200 $13.9M 3.94% -1,518 13F-HR Timeline WRIGHT INVESTORS SERVICE INC More: the full row for WRIGHT INVESTORS SERVICE INC 42,159 $13.9M 4.03% +2,178 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Steamboat Capital Partners, LLC More: the full row for Steamboat Capital Partners, LLC 42,134 $13.9M 3.62% -2,091 13F-HR Timeline New Millennium Group LLC More: the full row for New Millennium Group LLC 42,108 $13.9M 6.35% +15,262 13F-HR Timeline MainStreet Investment Advisors LLC More: the full row for MainStreet Investment Advisors LLC 42,099 $13.9M 1.87% +2,926 13F-HR Timeline SCALAR GAUGE MANAGEMENT, LLC More: the full row for SCALAR GAUGE MANAGEMENT, LLC 42,000 $13.9M 7.06% +8,000 13F-HR Timeline Financial Enhancement Group LLC More: the full row for Financial Enhancement Group LLC 40,040 $13.8M 1.86% -8,857 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 41,902 $13.8M 0.78% -360 13F-HR Timeline STEVENS CAPITAL MANAGEMENT LP More: the full row for STEVENS CAPITAL MANAGEMENT LP 41,768 $13.8M 1.83% new 13F-HR Timeline Hiddenite Capital Partners LP More: the full row for Hiddenite Capital Partners LP 41,750 $13.8M 7.47% -6,220 13F-HR Timeline Ninety One SA (Pty) Ltd More: the full row for Ninety One SA (Pty) Ltd 41,864 $13.7M 0.62% +9,294 13F-HR/A Timeline Baker Ellis Asset Management LLC More: the full row for Baker Ellis Asset Management LLC 41,526 $13.7M 1.69% -519 13F-HR Timeline Teamwork Financial Advisors, LLC More: the full row for Teamwork Financial Advisors, LLC 41,495 $13.7M 1.49% +34,354 13F-HR Timeline Portfolio Design Labs, LLC More: the full row for Portfolio Design Labs, LLC 41,443 $13.7M 2.35% +16,020 13F-HR Timeline Coppell Advisory Solutions LLC More: the full row for Coppell Advisory Solutions LLC 41,651 $13.7M 1.45% -11,767 13F-HR Timeline Triasima Portfolio Management inc. More: the full row for Triasima Portfolio Management inc. 41,349 $13.6M 2.06% +7,227 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 41,348 $13.6M 0.59% +985 13F-HR Timeline Group Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 41,305 $13.6M 0.51% +3,995 13F-HR Timeline Group Twin Tree Management, LP More: the full row for Twin Tree Management, LP 41,270 $13.6M 0.64% new 13F-HR Timeline Krilogy Financial LLC More: the full row for Krilogy Financial LLC 37,844 $13.6M 0.51% +9,585 13F-HR Timeline MOORE CAPITAL MANAGEMENT, LP More: the full row for MOORE CAPITAL MANAGEMENT, LP 41,133 $13.6M 0.27% +5,623 13F-HR Timeline ARGONAUTICA PRIVATE WEALTH MANAGEMENT, … More: the full row for ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC 41,063 $13.5M 3.95% -255 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 40,954 $13.5M 0.07% -4,853 13F-HR Timeline PARR MCKNIGHT WEALTH MANAGEMENT GROUP, … More: the full row for PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC 40,873 $13.5M 1.77% -3,113 13F-HR Timeline CAPSTONE INVESTMENT ADVISORS, LLC in group CAPSTONE INVESTMENT ADVISORS,… More: the full row for CAPSTONE INVESTMENT ADVISORS, LLC 40,819 $13.5M 0.12% -10,751 13F-HR Timeline Group Weaver Capital Management LLC More: the full row for Weaver Capital Management LLC 40,781 $13.5M 2.93% -1,450 13F-HR Timeline CAPSTONE WEALTH MANAGEMENT GROUP, LLC More: the full row for CAPSTONE WEALTH MANAGEMENT GROUP, LLC 40,695 $13.4M 5.69% new 13F-HR Timeline Progressive Investment Management Corp More: the full row for Progressive Investment Management Corp 40,677 $13.4M 3.26% new 13F-HR Timeline