Westfuller Advisors, LLC More: the full row for Westfuller Advisors, LLC 8,641 $397K 0.16% +2,879 13F-HR Timeline Scientech Research LLC More: the full row for Scientech Research LLC 8,562 $393K 0.25% +577 13F-HR Timeline GOULD ASSET MANAGEMENT LLC /CA/ More: the full row for GOULD ASSET MANAGEMENT LLC /CA/ 8,524 $391K 0.07% +2,832 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 8,500 $390K 0.05% new 13F-HR Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 8,474 $389K 0.02% -15 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 8,463 $388K 0.01% +2,821 13F-HR Timeline Group FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 8,437 $387K 0.03% +1,438 13F-HR Timeline GRIFFIN ASSET MANAGEMENT, INC. More: the full row for GRIFFIN ASSET MANAGEMENT, INC. 8,410 $386K 0.04% +2,807 13F-HR Timeline GUERRA PAN ADVISORS, LLC More: the full row for GUERRA PAN ADVISORS, LLC 8,370 $384K 0.23% +2,789 13F-HR Timeline ELEVATUS WELATH MANAGEMENT More: the full row for ELEVATUS WELATH MANAGEMENT 8,369 $384K 0.11% new 13F-HR Timeline GAM Holding AG in group GAM Holding AG More: the full row for GAM Holding AG 8,350 $384K 0.02% +1,850 13F-HR Timeline Group Alliance Wealth Advisors, LLC /UT More: the full row for Alliance Wealth Advisors, LLC /UT 8,288 $380K 0.08% +775 13F-HR Timeline Accuvest Global Advisors More: the full row for Accuvest Global Advisors 8,278 $380K 0.28% -40,763 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 8,276 $380K 0.01% +2,576 13F-HR Timeline Essex Bank in group Essex Financial Services, Inc. More: the full row for Essex Bank 8,272 $380K 0.08% +2,692 13F-HR Timeline Group Atlanta Consulting Group Advisors, LLC More: the full row for Atlanta Consulting Group Advisors, LLC 8,267 $379K 0.09% +3,205 13F-HR Timeline Haverford Trust Co More: the full row for Haverford Trust Co 8,205 $377K <0.01% +3,897 13F-HR Timeline Walker Asset Management, LLC More: the full row for Walker Asset Management, LLC 8,152 $374K 0.2% +2,717 13F-HR Timeline Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 8,117 $372K 0.05% -588 13F-HR Timeline FLPUTNAM INVESTMENT MANAGEMENT CO More: the full row for FLPUTNAM INVESTMENT MANAGEMENT CO 8,109 $372K 0.01% +4,808 13F-HR Timeline Curated Wealth Partners LLC More: the full row for Curated Wealth Partners LLC 8,102 $372K 0.04% new 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 8,096 $372K 0.03% +2,168 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 8,010 $368K 0.04% +2,669 13F-HR Timeline GatePass Capital, LLC More: the full row for GatePass Capital, LLC 8,000 $367K 0.19% new 13F-HR Timeline FIRETHORN WEALTH PARTNERS, LLC More: the full row for FIRETHORN WEALTH PARTNERS, LLC 7,984 $366K 0.14% +1,728 13F-HR Timeline Family Manage LLC More: the full row for Family Manage LLC 7,945 $365K 0.05% +2,648 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 7,881 $362K 0.02% new 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 7,849 $360K 0.01% +2,649 13F-HR Timeline Boston Trust Walden Corp in group Boston Trust Walden Corp More: the full row for Boston Trust Walden Corp 7,821 $359K <0.01% +2,607 13F-HR Timeline Group GAMMA Investing LLC More: the full row for GAMMA Investing LLC 7,803 $358K 0.02% +3,837 13F-HR Timeline APPLETON PARTNERS INC/MA More: the full row for APPLETON PARTNERS INC/MA 7,809 $358K 0.02% new 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 7,788 $357K 0.02% +967 13F-HR Timeline QRG CAPITAL MANAGEMENT, INC. More: the full row for QRG CAPITAL MANAGEMENT, INC. 7,777 $357K <0.01% +3,618 13F-HR Timeline Roehl & Yi Investment Advisors, LLC More: the full row for Roehl & Yi Investment Advisors, LLC 7,772 $357K 0.14% +2,272 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 7,704 $354K 0.02% new 13F-HR Timeline Newman Dignan & Sheerar, Inc. More: the full row for Newman Dignan & Sheerar, Inc. 7,697 $353K 0.07% +2,672 13F-HR Timeline MOODY LYNN LIEBERSON & WALKER, LLC More: the full row for MOODY LYNN LIEBERSON & WALKER, LLC 7,662 $352K 0.02% +2,559 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 7,628 $350K +1,300 Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 7,617 $350K <0.01% 13F-HR Timeline Financial Security Advisor, Inc. More: the full row for Financial Security Advisor, Inc. 7,488 $344K 0.07% +2,495 13F-HR Timeline Permanent Capital Management, LP More: the full row for Permanent Capital Management, LP 7,377 $339K 0.07% +2,458 13F-HR Timeline Autumn Glory Partners, LLC More: the full row for Autumn Glory Partners, LLC 7,335 $337K 0.12% +2,445 13F-HR Timeline Mill Creek Capital Advisors, LLC More: the full row for Mill Creek Capital Advisors, LLC 7,255 $333K 0.01% +2,418 13F-HR Timeline Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 7,249 $333K 0.01% +2,416 13F-HR Timeline Gibbs Wealth Management More: the full row for Gibbs Wealth Management 6,966 $332K 0.08% +1,656 13F-HR Timeline Americana Partners, LLC More: the full row for Americana Partners, LLC 7,192 $330K 0.01% new 13F-HR Timeline Tactive Advisors, LLC More: the full row for Tactive Advisors, LLC 7,152 $328K 0.1% +2,473 13F-HR Timeline Farringdon Capital, Ltd. More: the full row for Farringdon Capital, Ltd. 7,096 $326K 0.08% new 13F-HR Timeline Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 7,050 $324K 0.05% +2,350 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 7,059 $324K <0.01% +3,359 13F-HR Timeline Bank Julius Baer & Co. Ltd, Zurich More: the full row for Bank Julius Baer & Co. Ltd, Zurich 7,021 $322K <0.01% +5,681 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 6,807 $321K 0.01% +1,941 13F-HR Timeline Ellevest, Inc. More: the full row for Ellevest, Inc. 6,970 $320K 0.04% +2,323 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 6,909 $318K 0.01% +1,166 13F-HR Timeline Sivia Capital Partners, LLC More: the full row for Sivia Capital Partners, LLC 6,918 $317K 0.06% +2,415 13F-HR Timeline West Family Investments, Inc. More: the full row for West Family Investments, Inc. 6,912 $317K 0.07% -164 13F-HR Timeline Verity & Verity, LLC More: the full row for Verity & Verity, LLC 6,840 $314K 0.02% +2,280 13F-HR Timeline GROUP ONE TRADING LLC More: the full row for GROUP ONE TRADING LLC 6,782 $311K 0.01% new 13F-HR Timeline New England Professional Planning Group… More: the full row for New England Professional Planning Group Inc. 6,750 $310K 0.13% +2,250 13F-HR Timeline Sagewood Asset Management LP More: the full row for Sagewood Asset Management LP 6,750 $310K 0.11% 13F-HR Timeline Values Added Financial LLC More: the full row for Values Added Financial LLC 6,750 $310K 0.13% +2,250 13F-HR Timeline TCV Trust & Wealth Management, Inc. More: the full row for TCV Trust & Wealth Management, Inc. 6,733 $309K 0.02% +2,244 13F-HR Timeline TAGStone Capital, Inc. More: the full row for TAGStone Capital, Inc. 6,688 $307K 0.11% +2,233 13F-HR Timeline Net Worth Advisory Group More: the full row for Net Worth Advisory Group 6,687 $307K 0.06% new 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 6,600 $303K 0.03% +2,200 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 6,588 $302K <0.01% +2,228 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 6,529 $300K 0.07% +2,176 13F-HR Timeline WASHBURN CAPITAL MANAGEMENT, INC. More: the full row for WASHBURN CAPITAL MANAGEMENT, INC. 6,525 $299K 0.16% +2,175 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 6,525 $299K 0.01% +2,864 13F-HR Timeline Group BRADLEY FOSTER & SARGENT INC/CT More: the full row for BRADLEY FOSTER & SARGENT INC/CT 6,479 $297K <0.01% +2,159 13F-HR Timeline Legacy Capital Wealth Partners, LLC More: the full row for Legacy Capital Wealth Partners, LLC 6,325 $290K 0.06% +2,099 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 6,309 $290K 0.01% +1,381 13F-HR Timeline Group Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 6,292 $289K 0.02% +1,728 13F-HR Timeline Ascentis Independent Advisors in group Ascentis Wealth Management, L… More: the full row for Ascentis Independent Advisors 6,241 $286K 0.05% +2,114 13F-HR Timeline Group Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 6,204 $285K 0.01% +1,886 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 6,184 $284K 0.02% +2,217 13F-HR Timeline IFC Advisors LLC More: the full row for IFC Advisors LLC 6,178 $284K 0.04% +1,559 13F-HR Timeline Westerkirk Capital Inc. More: the full row for Westerkirk Capital Inc. 6,140 $282K 0.03% -54,120 13F-HR Timeline Hikari Power Ltd More: the full row for Hikari Power Ltd 6,150 $282K 0.02% new 13F-HR Timeline Bellecapital International Ltd. More: the full row for Bellecapital International Ltd. 6,133 $281K 0.05% new 13F-HR Timeline PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 6,108 $280K <0.01% new 13F-HR Timeline Income Insurance Ltd More: the full row for Income Insurance Ltd 6,088 $280K 0.18% 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Keebeck Wealth Management More: the full row for Keebeck Wealth Management 6,093 $280K 0.03% +2,031 13F-HR Timeline Provenance Wealth Advisors, LLC More: the full row for Provenance Wealth Advisors, LLC 6,071 $279K 0.03% +2,022 13F-HR Timeline DIVERSIFY WEALTH MANAGEMENT, LLC in group Diversify Advisory Services, … More: the full row for DIVERSIFY WEALTH MANAGEMENT, LLC 5,850 $277K 0.01% -535 13F-HR Timeline Group Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 6,015 $276K <0.01% +1,940 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 5,960 $273K <0.01% new 13F-HR Timeline Group AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 5,940 $273K 0.14% +3,732 13F-HR Timeline CRAWFORD INVESTMENT COUNSEL INC More: the full row for CRAWFORD INVESTMENT COUNSEL INC 5,917 $272K <0.01% +970 13F-HR Timeline Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 5,895 $271K <0.01% +2,236 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 5,881 $270K 0.01% new 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 5,871 $269K 0.01% +2,065 13F-HR Timeline LOWE BROCKENBROUGH & CO INC More: the full row for LOWE BROCKENBROUGH & CO INC 5,868 $269K 0.01% +1,955 13F-HR Timeline Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 5,861 $269K 0.02% +1,984 13F-HR Timeline Twin Tree Management, LP More: the full row for Twin Tree Management, LP 5,758 $264K 0.03% new 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 5,686 $261K <0.01% new 13F-HR Timeline Group Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 5,643 $259K <0.01% new 13F-HR Timeline Group JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 5,577 $256K <0.01% +1,858 13F-HR Timeline KDK Private Wealth Management, LLC More: the full row for KDK Private Wealth Management, LLC 5,559 $255K 0.22% new 13F-HR/A Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 5,514 $253K 0.01% +1,327 13F-HR Timeline Pine Valley Investments Ltd Liability Co More: the full row for Pine Valley Investments Ltd Liability Co 5,473 $251K 0.01% +1,607 13F-HR Timeline Laurus Global Equity Management Inc. More: the full row for Laurus Global Equity Management Inc. 5,459 $251K 0.2% +1,819 13F-HR Timeline First Western Trust Bank More: the full row for First Western Trust Bank 5,428 $249K 0.01% +1,809 13F-HR Timeline BRAVE ASSET MANAGEMENT INC More: the full row for BRAVE ASSET MANAGEMENT INC 5,400 $248K 0.06% +1,800 13F-HR Timeline BFSG, LLC More: the full row for BFSG, LLC 5,403 $248K 0.02% +1,800 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 5,388 $247K <0.01% new 13F-HR Timeline RHUMBLINE ADVISERS More: the full row for RHUMBLINE ADVISERS 5,385 $247K <0.01% +1,735 13F-HR Timeline Wealth Management Strategies, Inc. More: the full row for Wealth Management Strategies, Inc. 5,372 $247K 0.11% +1,790 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 5,367 $246K <0.01% +711 13F-HR/A Timeline Principle Wealth Partners LLC More: the full row for Principle Wealth Partners LLC 5,337 $245K 0.01% +1,812 13F-HR Timeline Occidental Asset Management, LLC More: the full row for Occidental Asset Management, LLC 5,332 $245K 0.03% +2,071 13F-HR Timeline Wilson & Boucher Capital Management, LLC More: the full row for Wilson & Boucher Capital Management, LLC 5,314 $244K 0.16% +1,771 13F-HR Timeline Harbour Capital Advisors, LLC More: the full row for Harbour Capital Advisors, LLC 5,175 $242K 0.05% +1,725 13F-HR Timeline PIN OAK INVESTMENT ADVISORS INC More: the full row for PIN OAK INVESTMENT ADVISORS INC 5,323 $241K 0.17% +1,774 13F-HR Timeline Northside Capital Management, LLC More: the full row for Northside Capital Management, LLC 5,250 $241K 0.02% +1,750 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 5,209 $239K 0.13% +1,736 13F-HR Timeline GRIMES & Co WEALTH MANAGEMENT, LLC More: the full row for GRIMES & Co WEALTH MANAGEMENT, LLC 5,195 $238K 0.01% +1,707 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 5,160 $237K 0.01% +1,445 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 5,158 $237K <0.01% +1,892 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 5,139 $236K <0.01% +1,713 13F-HR Timeline Group Fulton Bank, N.A. More: the full row for Fulton Bank, N.A. 5,141 $236K 0.01% +1,244 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 5,136 $236K 0.01% new 13F-HR Timeline Douglass Winthrop Advisors, LLC More: the full row for Douglass Winthrop Advisors, LLC 5,101 $235K <0.01% +1,702 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 5,106 $234K 0.05% 13F-HR Timeline KAHN BROTHERS GROUP INC More: the full row for KAHN BROTHERS GROUP INC 5,070 $233K 0.04% +1,690 13F-HR Timeline Omnia Family Wealth, LLC More: the full row for Omnia Family Wealth, LLC 5,060 $233K 0.07% +1,686 13F-HR Timeline THOMPSON SIEGEL & WALMSLEY LLC More: the full row for THOMPSON SIEGEL & WALMSLEY LLC 5,062 $232K <0.01% +1,687 13F-HR Timeline GSA CAPITAL PARTNERS LLP More: the full row for GSA CAPITAL PARTNERS LLP 5,039 $231K 0.02% new 13F-HR Timeline CHILTON INVESTMENT CO INC. More: the full row for CHILTON INVESTMENT CO INC. 5,014 $231K <0.01% +1,671 13F-HR Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 4,975 $230K <0.01% +1,428 13F-HR Timeline Group TRANSATLANTIQUE PRIVATE WEALTH LLC More: the full row for TRANSATLANTIQUE PRIVATE WEALTH LLC 5,277 $230K 0.07% new 13F-HR Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 5,000 $229K <0.01% +1,673 13F-HR Timeline SFE Investment Counsel More: the full row for SFE Investment Counsel 4,993 $229K 0.04% +1,419 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 4,992 $229K <0.01% new 13F-HR/A Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 4,979 $229K 0.01% +2,097 13F-HR Timeline Group SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 4,975 $228K 0.01% +2,095 13F-HR Timeline Canandaigua National Trust Co of Florida More: the full row for Canandaigua National Trust Co of Florida 4,961 $228K 0.14% new 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 4,958 $228K 0.02% +4,662 13F-HR Timeline DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 4,875 $224K <0.01% +1,839 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 4,861 $223K 0.02% +1,560 13F-HR Timeline August Group Capital Ltd More: the full row for August Group Capital Ltd 4,861 $223K 0.25% 13F-HR Timeline Stone Wealth Partners More: the full row for Stone Wealth Partners 4,848 $222K 0.2% 13F-HR Timeline Five Oceans Advisors More: the full row for Five Oceans Advisors 4,822 $221K 0.08% +1,607 13F-HR Timeline Lummis Asset Management, LP More: the full row for Lummis Asset Management, LP 4,813 $221K 0.14% +1,602 13F-HR Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 4,799 $220K 0.01% new 13F-HR Timeline Fulcrum Equity Management More: the full row for Fulcrum Equity Management 4,797 $220K 0.21% +1,599 13F-HR Timeline Balefire, LLC More: the full row for Balefire, LLC 4,793 $220K 0.04% -9,571 13F-HR Timeline EWA, LLC More: the full row for EWA, LLC 4,767 $219K 0.05% +1,828 13F-HR Timeline Clark Capital Management Group, Inc. More: the full row for Clark Capital Management Group, Inc. 4,762 $219K <0.01% new 13F-HR Timeline Ducere Wealth Management LLC More: the full row for Ducere Wealth Management LLC 4,742 $218K 0.08% 13F-HR/A Timeline Evanson Asset Management, LLC More: the full row for Evanson Asset Management, LLC 4,741 $218K 0.01% +1,635 13F-HR Timeline PITTENGER & ANDERSON INC More: the full row for PITTENGER & ANDERSON INC 4,733 $217K 0.01% +2,209 13F-HR Timeline New Republic Capital, LLC More: the full row for New Republic Capital, LLC 4,724 $217K 0.06% new 13F-HR Timeline XPONANCE LLC More: the full row for XPONANCE LLC 4,705 $216K <0.01% new 13F-HR Timeline GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 4,707 $216K 0.01% +1,569 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 4,700 $216K 0.04% +1,585 13F-HR Timeline Canvas Wealth Advisors, LLC More: the full row for Canvas Wealth Advisors, LLC 4,680 $215K 0.04% +1,479 13F-HR Timeline ARTHUR M. COHEN & ASSOCIATES, LLC More: the full row for ARTHUR M. COHEN & ASSOCIATES, LLC 4,644 $214K 0.03% +1,548 13F-HR Timeline BERKSHIRE ASSET MANAGEMENT LLC/PA More: the full row for BERKSHIRE ASSET MANAGEMENT LLC/PA 4,630 $212K 0.01% +1,547 13F-HR Timeline Main Street Research LLC More: the full row for Main Street Research LLC 4,628 $212K 0.01% new 13F-HR Timeline HFG Advisors, Inc. More: the full row for HFG Advisors, Inc. 4,623 $212K 0.15% +1,541 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 4,590 $211K <0.01% +1,553 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 4,586 $210K 0.05% +4,585 13F-HR/A Timeline PKS Advisory Services, LLC More: the full row for PKS Advisory Services, LLC 4,579 $210K 0.05% new 13F-HR Timeline OPAL CAPITAL LLC More: the full row for OPAL CAPITAL LLC 4,559 $209K 0.05% 13F-HR Timeline BNB Wealth Management, LLC More: the full row for BNB Wealth Management, LLC 4,554 $209K 0.13% 13F-HR Timeline Investment Partners Asset Management, I… More: the full row for Investment Partners Asset Management, Inc. 4,540 $208K 0.13% +1,513 13F-HR Timeline Roble, Belko & Company, Inc More: the full row for Roble, Belko & Company, Inc 4,500 $207K 0.03% new 13F-HR Timeline OXFORD FINANCIAL GROUP, LTD. LLC More: the full row for OXFORD FINANCIAL GROUP, LTD. LLC 4,510 $207K 0.01% new 13F-HR Timeline White Lighthouse Investment Management … More: the full row for White Lighthouse Investment Management Inc. 4,489 $206K 0.03% new 13F-HR Timeline Aigen Investment Management, LP More: the full row for Aigen Investment Management, LP 3,266 $206K 0.05% -4,197 13F-HR Timeline S Harris Financial Group, LLC More: the full row for S Harris Financial Group, LLC 4,478 $205K 0.2% 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 4,464 $205K 0.01% +1,492 13F-HR Timeline Group EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 4,454 $204K <0.01% +1,484 13F-HR Timeline DEBUSSY CAPITAL MANAGEMENT LP More: the full row for DEBUSSY CAPITAL MANAGEMENT LP 4,430 $203K 0.03% +1,484 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 4,345 $199K <0.01% +1,453 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 4,294 $197K 0.01% +1,305 13F-HR Timeline Plato Investment Management Ltd More: the full row for Plato Investment Management Ltd 4,261 $197K 0.01% -9,300 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 3,979 $183K 0.03% +1,326 13F-HR Timeline SG Americas Securities, LLC More: the full row for SG Americas Securities, LLC 3,774 $173K <0.01% new 13F-HR Timeline DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 3,719 $171K 0.06% -286 13F-HR Timeline Mountain Hill Investment Partners Corp. More: the full row for Mountain Hill Investment Partners Corp. 3,585 $165K 0.12% +1,195 13F-HR Timeline Investment Research & Advisory Group, I… More: the full row for Investment Research & Advisory Group, Inc. 3,375 $155K 0.05% +1,125 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 3,156 $145K <0.01% +1,056 13F-HR Timeline Group IFP Advisors, Inc More: the full row for IFP Advisors, Inc 2,809 $129K <0.01% +916 13F-HR Timeline Morse Asset Management, Inc More: the full row for Morse Asset Management, Inc 2,700 $124K 0.02% +900 13F-HR Timeline Union Bancaire Privee, UBP SA More: the full row for Union Bancaire Privee, UBP SA 3,060 $120K <0.01% +1,020 13F-HR Timeline Berbice Capital Management LLC More: the full row for Berbice Capital Management LLC 2,550 $117K 0.07% +850 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 2,522 $116K 0.01% new 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 2,451 $113K <0.01% +147 13F-HR Timeline Group Larson Financial Group LLC More: the full row for Larson Financial Group LLC 2,378 $109K <0.01% +1,594 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 2,327 $108K <0.01% +715 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 2,313 $106K 0.02% +770 13F-HR Timeline Community Bank, N.A. More: the full row for Community Bank, N.A. 2,292 $105K 0.01% +764 13F-HR Timeline CHESAPEAKE ASSET MANAGEMENT LLC More: the full row for CHESAPEAKE ASSET MANAGEMENT LLC 2,220 $102K 0.08% -1,460 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 2,100 $96.4K 0.01% +700 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Stonehage Fleming Financial Services Ho… in group Stonehage Fleming Financial S… More: the full row for Stonehage Fleming Financial Services Holdings Ltd 2,092 $96K <0.01% +697 13F-HR Timeline Group NISA INVESTMENT ADVISORS, LLC More: the full row for NISA INVESTMENT ADVISORS, LLC 1,937 $88.9K <0.01% +778 13F-HR Timeline eCIO, Inc. More: the full row for eCIO, Inc. 1,870 $85.8K 0.04% new 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 1,815 $83.3K 0.01% +494 13F-HR Timeline