BAILLIE GIFFORD & CO in group BAILLIE GIFFORD & CO More: the full row for BAILLIE GIFFORD & CO 28,779 $14.4M 0.01% new 13F-HR Timeline Group Telos Capital Management, Inc. More: the full row for Telos Capital Management, Inc. 28,718 $14.4M 1.27% +96 13F-HR Timeline Financial Strategies Group, Inc. More: the full row for Financial Strategies Group, Inc. 29,330 $14.4M 2.29% +1,516 13F-HR Timeline Simmons Bank in group Simmons Bank More: the full row for Simmons Bank 28,630 $14.3M 0.82% +6,490 13F-HR Timeline Group Smithfield Trust Co More: the full row for Smithfield Trust Co 28,533 $14.3M 0.57% -38 13F-HR Timeline AGF MANAGEMENT LTD in group AGF MANAGEMENT LTD More: the full row for AGF MANAGEMENT LTD 28,582 $14.3M 0.06% -78,700 13F-HR Timeline Group Meixler Investment Management, Ltd. More: the full row for Meixler Investment Management, Ltd. 28,572 $14.3M 7.9% -84 13F-HR Timeline STUDIO INVESTMENT MANAGEMENT LLC More: the full row for STUDIO INVESTMENT MANAGEMENT LLC 28,567 $14.3M 2.42% +17 13F-HR Timeline PALISADE CAPITAL MANAGEMENT, LP More: the full row for PALISADE CAPITAL MANAGEMENT, LP 28,551 $14.3M 0.62% -1,882 13F-HR Timeline Bellwether Advisors, LLC More: the full row for Bellwether Advisors, LLC 28,442 $14.2M 2.11% -1,886 13F-HR Timeline SteelPeak Wealth, LLC More: the full row for SteelPeak Wealth, LLC 28,436 $14.2M 0.37% -764 13F-HR Timeline Lakeside Advisors, INC. More: the full row for Lakeside Advisors, INC. 28,340 $14.2M 8.93% +155 13F-HR Timeline WealthBridge Capital Management, LLC More: the full row for WealthBridge Capital Management, LLC 28,293 $14.2M 2.81% -2,226 13F-HR Timeline Cornerstone Wealth Group, LLC More: the full row for Cornerstone Wealth Group, LLC 28,285 $14.2M 0.84% +2,128 13F-HR Timeline HARBOR ADVISORY CORP /MA/ More: the full row for HARBOR ADVISORY CORP /MA/ 28,270 $14.1M 3.79% +6,173 13F-HR Timeline TritonPoint Partners, LLC group of 2 filers holding More: the full row for TritonPoint Partners, LLC 28,259 $14.1M +12,068 Timeline AMI INVESTMENT MANAGEMENT INC More: the full row for AMI INVESTMENT MANAGEMENT INC 28,158 $14.1M 2.99% -854 13F-HR Timeline Ascentis Wealth Management, LLC group of 2 filers holding More: the full row for Ascentis Wealth Management, LLC 28,142 $14.1M -27,434 Timeline KELLEHER FINANCIAL ADVISORS More: the full row for KELLEHER FINANCIAL ADVISORS 28,121 $14.1M 2% +7,651 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 28,080 $14.1M 0.22% +698 13F-HR Timeline Canal Capital Management, LLC More: the full row for Canal Capital Management, LLC 27,959 $14M 1.71% -1,529 13F-HR Timeline Embree Financial Group More: the full row for Embree Financial Group 27,915 $14M 1.4% -4,015 13F-HR Timeline GERMAN AMERICAN BANCORP, INC. More: the full row for GERMAN AMERICAN BANCORP, INC. 27,912 $14M 1.05% +3,836 13F-HR Timeline O'Brien Greene & Co. Inc More: the full row for O'Brien Greene & Co. Inc 27,856 $13.9M 3.85% +22 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 27,788 $13.9M 0.8% -54 13F-HR Timeline GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 27,717 $13.9M 0.79% -9 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 27,703 $13.9M 0.15% -1,281 13F-HR Timeline LexAurum Advisors, LLC More: the full row for LexAurum Advisors, LLC 27,676 $13.8M 1.6% -1,686 13F-HR Timeline Private Advisory Group LLC More: the full row for Private Advisory Group LLC 27,672 $13.8M 0.77% +347 13F-HR Timeline Vestcor Inc More: the full row for Vestcor Inc 27,639 $13.8M 0.34% +75 13F-HR Timeline BAR HARBOR WEALTH MANAGEMENT in group BAR HARBOR WEALTH MANAGEMENT More: the full row for BAR HARBOR WEALTH MANAGEMENT 27,573 $13.8M 0.74% -1,152 13F-HR Timeline Group EQ WEALTH ADVISORS, LLC More: the full row for EQ WEALTH ADVISORS, LLC 27,556 $13.8M 7.58% +234 13F-HR Timeline Union Bancaire Privee, UBP SA More: the full row for Union Bancaire Privee, UBP SA 30,301 $13.8M 0.15% -36,573 13F-HR Timeline Northside Capital Management, LLC More: the full row for Northside Capital Management, LLC 27,496 $13.8M 1.13% 0 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 27,417 $13.7M 0.52% -774 13F-HR Timeline Madison Asset Management, LLC in group Madison Asset Management, LLC More: the full row for Madison Asset Management, LLC 27,243 $13.6M 0.16% -1,132 13F-HR Timeline Group Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 27,223 $13.6M 0.14% -7,583 13F-HR Timeline Group Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 27,240 $13.6M 0.65% -925 13F-HR Timeline Bay Colony Advisory Group, Inc d/b/a Ba… More: the full row for Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 27,128 $13.6M 1.5% +901 13F-HR Timeline EAGLE GLOBAL ADVISORS LLC More: the full row for EAGLE GLOBAL ADVISORS LLC 27,125 $13.6M 0.45% -154 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 27,103 $13.6M 1.76% -88 13F-HR Timeline Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 27,096 $13.6M 0.33% -8,913 13F-HR Timeline Group Howard Capital Management, LLC More: the full row for Howard Capital Management, LLC 27,082 $13.6M 0.16% +10,682 13F-HR Timeline Annandale Capital, LLC More: the full row for Annandale Capital, LLC 27,067 $13.5M 2.01% +5 13F-HR Timeline Tema ETFs LLC More: the full row for Tema ETFs LLC 27,029 $13.5M 0.44% +4,754 13F-HR Timeline BAILARD, INC. More: the full row for BAILARD, INC. 26,988 $13.5M 0.27% -1,982 13F-HR Timeline Glassy Mountain Advisors, Inc. More: the full row for Glassy Mountain Advisors, Inc. 26,945 $13.5M 3.69% -26 13F-HR Timeline SPIREPOINT PRIVATE CLIENT, LLC More: the full row for SPIREPOINT PRIVATE CLIENT, LLC 26,939 $13.5M 1.09% +514 13F-HR Timeline Principle Wealth Partners LLC More: the full row for Principle Wealth Partners LLC 26,919 $13.5M 0.67% -521 13F-HR Timeline HIGHLAND CAPITAL MANAGEMENT, LLC More: the full row for HIGHLAND CAPITAL MANAGEMENT, LLC 26,899 $13.5M 0.62% -455 13F-HR Timeline Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 26,864 $13.4M 1.38% -24,264 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 26,858 $13.4M 0.97% +1,257 13F-HR Timeline Compass Financial Group, INC/SD More: the full row for Compass Financial Group, INC/SD 26,820 $13.4M 1.54% +382 13F-HR Timeline Phoenix Financial Ltd. in group Phoenix Financial Ltd. More: the full row for Phoenix Financial Ltd. 26,798 $13.4M 0.09% -3,170 13F-HR Timeline Group IFG Advisory, LLC More: the full row for IFG Advisory, LLC 26,767 $13.4M 0.47% +26,256 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 26,766 $13.4M 0.88% -3,395 13F-HR Timeline Cardinal Point Capital Management ULC More: the full row for Cardinal Point Capital Management ULC 26,745 $13.4M 0.76% +2,224 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 26,682 $13.4M 0.61% +1,823 13F-HR Timeline Group FLPUTNAM INVESTMENT MANAGEMENT CO More: the full row for FLPUTNAM INVESTMENT MANAGEMENT CO 26,660 $13.3M 0.16% -332 13F-HR Timeline BEACON INVESTMENT ADVISORS LLC More: the full row for BEACON INVESTMENT ADVISORS LLC 26,603 $13.3M 4.18% +21 13F-HR Timeline COMMUNITY TRUST & INVESTMENT CO More: the full row for COMMUNITY TRUST & INVESTMENT CO 26,379 $13.2M 0.68% -23 13F-HR Timeline JCP Investment Management, LLC in group JCP Investment Management, LLC More: the full row for JCP Investment Management, LLC 26,324 $13.2M 7.04% +19,649 13F-HR Timeline Group BOCHK Asset Management Ltd More: the full row for BOCHK Asset Management Ltd 26,300 $13.2M 2.08% +6,200 13F-HR Timeline WEYBOSSET RESEARCH & MANAGEMENT LLC More: the full row for WEYBOSSET RESEARCH & MANAGEMENT LLC 26,252 $13.1M 3.45% -813 13F-HR Timeline QUATTRO FINANCIAL ADVISORS LLC More: the full row for QUATTRO FINANCIAL ADVISORS LLC 26,205 $13.1M 2.8% +10,000 13F-HR Timeline Old North State Wealth Management, LLC More: the full row for Old North State Wealth Management, LLC 26,186 $13.1M 5.6% -441 13F-HR Timeline ADKINS SEALE CAPITAL MANAGEMENT LLC More: the full row for ADKINS SEALE CAPITAL MANAGEMENT LLC 25,987 $13M 11.57% +51 13F-HR Timeline Zhang Financial LLC More: the full row for Zhang Financial LLC 25,978 $13M 0.38% -979 13F-HR Timeline Walleye Partners, LLC More: the full row for Walleye Partners, LLC 25,878 $12.9M 14.76% +254 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 25,870 $12.9M 0.55% -25 13F-HR Timeline Inlet Private Wealth, LLC More: the full row for Inlet Private Wealth, LLC 25,845 $12.9M 3.14% -2,455 13F-HR Timeline Allegheny Financial Group More: the full row for Allegheny Financial Group 25,747 $12.9M 1.37% +641 13F-HR Timeline MIDDLETON & CO INC/MA More: the full row for MIDDLETON & CO INC/MA 25,734 $12.9M 1.37% +865 13F-HR Timeline Community Bank & Trust, Waco, Texas More: the full row for Community Bank & Trust, Waco, Texas 25,676 $12.8M 2.32% -961 13F-HR Timeline FEDERATED HERMES, INC. in group FEDERATED HERMES, INC. More: the full row for FEDERATED HERMES, INC. 25,663 $12.8M 0.02% -14,875 13F-HR Timeline Group ZACKS INVESTMENT MANAGEMENT More: the full row for ZACKS INVESTMENT MANAGEMENT 25,635 $12.8M 0.09% +202 13F-HR Timeline Addenda Capital Inc. More: the full row for Addenda Capital Inc. 25,629 $12.8M 0.35% +9,365 13F-HR Timeline Bradley & Co. Private Wealth Management… More: the full row for Bradley & Co. Private Wealth Management, LLC 25,596 $12.8M 6.1% +365 13F-HR Timeline Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 25,539 $12.8M 0.61% +890 13F-HR Timeline WASHINGTON TRUST Co More: the full row for WASHINGTON TRUST Co 25,393 $12.7M 0.39% -429 13F-HR Timeline Gerber Kawasaki Wealth & Investment Man… More: the full row for Gerber Kawasaki Wealth & Investment Management 25,295 $12.7M 0.34% +2,166 13F-HR Timeline Foster Group, Inc. More: the full row for Foster Group, Inc. 25,289 $12.7M 0.34% +1,113 13F-HR Timeline HARRIS ASSOCIATES L P More: the full row for HARRIS ASSOCIATES L P 25,253 $12.6M 0.02% -186 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 25,251 $12.6M 0.51% -414 13F-HR Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 25,219 $12.6M 0.44% +1,113 13F-HR Timeline BENNETT SELBY INVESTMENTS LP More: the full row for BENNETT SELBY INVESTMENTS LP 25,170 $12.6M 4.02% +476 13F-HR Timeline MCDANIEL TERRY & CO More: the full row for MCDANIEL TERRY & CO 25,146 $12.6M 0.98% +20 13F-HR Timeline Carmel Capital Management L.L.C. More: the full row for Carmel Capital Management L.L.C. 25,145 $12.6M 2.76% +195 13F-HR Timeline BCS Private Wealth Management, Inc. More: the full row for BCS Private Wealth Management, Inc. 25,118 $12.6M 3.79% -784 13F-HR Timeline MIRAE ASSET SECURITIES (USA) INC. More: the full row for MIRAE ASSET SECURITIES (USA) INC. 25,085 $12.6M 0.56% new 13F-HR Timeline Lazard Freres Gestion S.A.S. More: the full row for Lazard Freres Gestion S.A.S. 25,077 $12.5M 0.22% -14,390 13F-HR Timeline Jasper Ridge Partners, L.P. More: the full row for Jasper Ridge Partners, L.P. 25,000 $12.5M 0.27% 0 13F-HR/A Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 24,984 $12.5M 0.64% -1,446 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 24,940 $12.5M 1.01% -1,906 13F-HR Timeline Group Summit Financial Strategies, Inc. More: the full row for Summit Financial Strategies, Inc. 24,854 $12.4M 0.87% -505 13F-HR Timeline Sargent Investment Group, LLC More: the full row for Sargent Investment Group, LLC 24,739 $12.4M 1.49% -220 13F-HR Timeline Winch Advisory Services, LLC More: the full row for Winch Advisory Services, LLC 24,731 $12.4M 2.57% -84 13F-HR Timeline Y-Intercept (Hong Kong) Ltd More: the full row for Y-Intercept (Hong Kong) Ltd 24,714 $12.4M 0.24% +19,749 13F-HR Timeline Raab & Moskowitz Asset Management LLC More: the full row for Raab & Moskowitz Asset Management LLC 24,708 $12.4M 2.49% -118 13F-HR Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 24,644 $12.3M 0.02% -679 13F-HR Timeline Garner Asset Management Corp More: the full row for Garner Asset Management Corp 24,612 $12.3M 3.99% +1,107 13F-HR Timeline Dupree Financial Group, LLC More: the full row for Dupree Financial Group, LLC 24,572 $12.3M 4.61% +227 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 24,723 $12.3M 0.67% +909 13F-HR Timeline GRIMES & Co WEALTH MANAGEMENT, LLC More: the full row for GRIMES & Co WEALTH MANAGEMENT, LLC 24,450 $12.2M 0.26% +683 13F-HR Timeline BERKSHIRE ASSET MANAGEMENT LLC/PA More: the full row for BERKSHIRE ASSET MANAGEMENT LLC/PA 24,409 $12.2M 0.48% +8,355 13F-HR Timeline CYPRESS ASSET MANAGEMENT INC/TX More: the full row for CYPRESS ASSET MANAGEMENT INC/TX 24,405 $12.2M 2.38% +20 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 24,357 $12.2M 0.59% -648 13F-HR Timeline Ravenstone Capital Management Inc. More: the full row for Ravenstone Capital Management Inc. 24,353 $12.2M 4.99% +24,115 13F-HR Timeline Valor Advisors LLC More: the full row for Valor Advisors LLC 24,348 $12.2M 8.98% +184 13F-HR Timeline STERLING INVESTMENT MANAGEMENT, LLC More: the full row for STERLING INVESTMENT MANAGEMENT, LLC 24,309 $12.2M 6.67% -1,571 13F-HR Timeline SEARCY FINANCIAL SERVICES INC /ADV More: the full row for SEARCY FINANCIAL SERVICES INC /ADV 24,258 $12.1M 4.07% +352 13F-HR Timeline LYELL WEALTH MANAGEMENT, LP More: the full row for LYELL WEALTH MANAGEMENT, LP 24,228 $12.1M 0.74% +150 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 24,222 $12.1M 0.19% +89 13F-HR Timeline Intesa Sanpaolo Wealth Management in group Intesa Sanpaolo S.p.A. More: the full row for Intesa Sanpaolo Wealth Management 24,221 $12.1M 2.42% -301 13F-HR Timeline Group HFR Wealth Management, LLC More: the full row for HFR Wealth Management, LLC 24,144 $12.1M 2.95% -354 13F-HR Timeline Legacy Advisors, LLC More: the full row for Legacy Advisors, LLC 24,109 $12.1M 1.13% +818 13F-HR Timeline SCS Capital Management LLC More: the full row for SCS Capital Management LLC 24,041 $12M 0.11% -579 13F-HR Timeline Carnegie Lake Advisors LLC More: the full row for Carnegie Lake Advisors LLC 23,960 $12M 4.47% -260 13F-HR Timeline ALERUS FINANCIAL NA More: the full row for ALERUS FINANCIAL NA 23,929 $12M 0.52% +822 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 23,929 $12M 0.46% -682 13F-HR Timeline Morey & Quinn Wealth Partners, LLC More: the full row for Morey & Quinn Wealth Partners, LLC 23,839 $11.9M 7.67% -602 13F-HR Timeline TAGStone Capital, Inc. More: the full row for TAGStone Capital, Inc. 23,836 $11.9M 3.79% +64 13F-HR Timeline Citizens National Bank Trust Department More: the full row for Citizens National Bank Trust Department 23,784 $11.9M 1.75% +61 13F-HR Timeline CUMBERLAND ADVISORS INC More: the full row for CUMBERLAND ADVISORS INC 23,716 $11.9M 4.18% +235 13F-HR Timeline Burford Brothers, Inc. More: the full row for Burford Brothers, Inc. 23,716 $11.9M 4.36% +219 13F-HR Timeline Osmosis Investment Management UK Ltd More: the full row for Osmosis Investment Management UK Ltd 23,690 $11.9M 0.55% -41,533 13F-HR Timeline VELA Investment Management, LLC More: the full row for VELA Investment Management, LLC 23,618 $11.8M 2.9% +356 13F-HR/A Timeline MAIRS & POWER INC More: the full row for MAIRS & POWER INC 23,590 $11.8M 0.11% -339 13F-HR Timeline Fragasso Financial Advisors Inc More: the full row for Fragasso Financial Advisors Inc 23,523 $11.8M 0.63% +389 13F-HR Timeline WALTER & KEENAN WEALTH MANAGEMENT LLC /… More: the full row for WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV 23,522 $11.8M 2.91% +426 13F-HR Timeline Meiji Yasuda Life Insurance Co group of 2 filers holding More: the full row for Meiji Yasuda Life Insurance Co 23,492 $11.8M -682 Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 23,469 $11.7M 0.71% +444 13F-HR Timeline EXCALIBUR MANAGEMENT CORP More: the full row for EXCALIBUR MANAGEMENT CORP 23,433 $11.7M 3.86% +127 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 23,432 $11.7M 1.68% -155 13F-HR Timeline Quattro Advisors LLC More: the full row for Quattro Advisors LLC 23,424 $11.7M 7.8% -5,474 13F-HR Timeline MITCHELL MCLEOD PUGH & WILLIAMS INC More: the full row for MITCHELL MCLEOD PUGH & WILLIAMS INC 23,403 $11.7M 1.44% +118 13F-HR Timeline Asset Advisory Group, Inc. More: the full row for Asset Advisory Group, Inc. 23,248 $11.6M 5.08% -110 13F-HR Timeline AUXIER ASSET MANAGEMENT LLC More: the full row for AUXIER ASSET MANAGEMENT LLC 23,200 $11.6M 1.56% -209 13F-HR Timeline Lorne Steinberg Wealth Management Inc. More: the full row for Lorne Steinberg Wealth Management Inc. 23,177 $11.6M 2.38% +360 13F-HR Timeline Nicholson Meyer Capital Management, Inc. More: the full row for Nicholson Meyer Capital Management, Inc. 23,168 $11.6M 7.72% -308 13F-HR Timeline Arlington Financial Advisors, LLC More: the full row for Arlington Financial Advisors, LLC 23,086 $11.6M 1.47% +202 13F-HR Timeline Asset Advisors Investment Management, L… More: the full row for Asset Advisors Investment Management, LLC 23,069 $11.5M 1.06% -857 13F-HR Timeline Nilsine Partners, LLC More: the full row for Nilsine Partners, LLC 23,044 $11.5M 0.8% +1,014 13F-HR Timeline Bank Pictet & Cie (Europe) AG More: the full row for Bank Pictet & Cie (Europe) AG 23,041 $11.5M 0.23% +2,328 13F-HR Timeline Frisch Financial Group, Inc. More: the full row for Frisch Financial Group, Inc. 23,029 $11.5M 1.98% +66 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 23,008 $11.5M 0.42% -414 13F-HR Timeline McHugh Group, LLC More: the full row for McHugh Group, LLC 22,915 $11.5M 5.86% -215 13F-HR Timeline Power Alpha Investment Ltd More: the full row for Power Alpha Investment Ltd 22,900 $11.5M 1.15% +13,600 13F-HR Timeline Buttonwood Financial Advisors Inc. More: the full row for Buttonwood Financial Advisors Inc. 22,874 $11.4M 3.48% +94 13F-HR Timeline STRATEGY ASSET MANAGERS LLC More: the full row for STRATEGY ASSET MANAGERS LLC 22,848 $11.4M 1.71% -442 13F-HR Timeline MARIETTA INVESTMENT PARTNERS LLC More: the full row for MARIETTA INVESTMENT PARTNERS LLC 22,818 $11.4M 1.96% 0 13F-HR Timeline Rockbridge Asset Management LLC More: the full row for Rockbridge Asset Management LLC 22,730 $11.4M 7.46% -130 13F-HR Timeline AR ASSET MANAGEMENT INC More: the full row for AR ASSET MANAGEMENT INC 22,722 $11.4M 2.08% 0 13F-HR Timeline BURLING WEALTH PARTNERS, LLC More: the full row for BURLING WEALTH PARTNERS, LLC 22,670 $11.3M 1.66% +420 13F-HR Timeline New Age Alpha Advisors, LLC More: the full row for New Age Alpha Advisors, LLC 22,663 $11.3M 0.48% -460 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 22,615 $11.3M 0.69% +3,821 13F-HR Timeline DARK FOREST CAPITAL MANAGEMENT LP More: the full row for DARK FOREST CAPITAL MANAGEMENT LP 22,596 $11.3M 0.73% new 13F-HR Timeline JAMISON PRIVATE WEALTH MANAGEMENT, INC. More: the full row for JAMISON PRIVATE WEALTH MANAGEMENT, INC. 22,535 $11.3M 1.17% +1,758 13F-HR Timeline Capricorn Fund Managers Ltd More: the full row for Capricorn Fund Managers Ltd 22,468 $11.2M 0.9% 0 13F-HR Timeline VAN DEN BERG MANAGEMENT I, INC More: the full row for VAN DEN BERG MANAGEMENT I, INC 22,466 $11.2M 2.38% -1,012 13F-HR Timeline WHALEROCK POINT PARTNERS, LLC More: the full row for WHALEROCK POINT PARTNERS, LLC 22,439 $11.2M 1.91% +90 13F-HR Timeline Forvis Mazars Wealth Advisors, LLC More: the full row for Forvis Mazars Wealth Advisors, LLC 22,411 $11.2M 0.19% +772 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 22,409 $11.2M 0.57% -2,101 13F-HR Timeline Old West Investment Management, LLC More: the full row for Old West Investment Management, LLC 22,326 $11.2M 1.18% +975 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 22,306 $11.2M 0.99% -208 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Procyon Advisors, LLC More: the full row for Procyon Advisors, LLC 22,305 $11.2M 0.48% +159 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 22,242 $11.1M 0.27% -3,148 13F-HR Timeline Chronos Wealth Management, LLC More: the full row for Chronos Wealth Management, LLC 22,193 $11.1M 4.93% -40 13F-HR Timeline Naviter Wealth, LLC More: the full row for Naviter Wealth, LLC 22,101 $11.1M 1% +7,079 13F-HR Timeline Osprey Private Wealth LLC More: the full row for Osprey Private Wealth LLC 22,001 $11M 2.84% +1,538 13F-HR Timeline WOODSTOCK CORP More: the full row for WOODSTOCK CORP 21,991 $11M 0.91% +514 13F-HR Timeline Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 21,941 $11M 0.58% +5,324 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 21,925 $11M 0.33% -304 13F-HR Timeline Group Marietta Wealth Management, LLC More: the full row for Marietta Wealth Management, LLC 21,884 $11M 1.13% +591 13F-HR Timeline Aquatic Capital Management LLC More: the full row for Aquatic Capital Management LLC 21,849 $10.9M 0.38% new 13F-HR Timeline Roehl & Yi Investment Advisors, LLC More: the full row for Roehl & Yi Investment Advisors, LLC 90,604 $10.9M 3.62% -198 13F-HR Timeline MANAGED ASSET PORTFOLIOS, LLC More: the full row for MANAGED ASSET PORTFOLIOS, LLC 21,811 $10.9M 1.25% +17,753 13F-HR Timeline Granite Bay Wealth Management, LLC More: the full row for Granite Bay Wealth Management, LLC 21,718 $10.9M 1% +2,716 13F-HR Timeline First Interstate Bank More: the full row for First Interstate Bank 21,694 $10.9M 0.57% -159 13F-HR Timeline SpringVest Wealth Management LLC More: the full row for SpringVest Wealth Management LLC 21,602 $10.8M 6.8% -35 13F-HR Timeline Atlanta Consulting Group Advisors, LLC More: the full row for Atlanta Consulting Group Advisors, LLC 21,555 $10.8M 1.71% +11,364 13F-HR Timeline Wealth Architects, LLC More: the full row for Wealth Architects, LLC 21,534 $10.8M 0.85% +284 13F-HR Timeline Everest Financial Group LLC More: the full row for Everest Financial Group LLC 21,443 $10.7M 1.45% +3 13F-HR Timeline Riverstone Advisors, LLC More: the full row for Riverstone Advisors, LLC 21,426 $10.7M 4.45% +173 13F-HR Timeline TRUSTMARK BANK TRUST DEPARTMENT More: the full row for TRUSTMARK BANK TRUST DEPARTMENT 21,423 $10.7M 0.64% +996 13F-HR Timeline AlTi Global, Inc. in group AlTi Global, Inc. More: the full row for AlTi Global, Inc. 21,405 $10.7M 0.22% -4,873 13F-HR Timeline Group CANTOR FITZGERALD, L. P. group of 2 filers holding More: the full row for CANTOR FITZGERALD, L. P. 21,272 $10.6M +115 Timeline IFC Advisors LLC More: the full row for IFC Advisors LLC 21,267 $10.6M 1.35% -1,267 13F-HR Timeline BLACKHILL CAPITAL INC More: the full row for BLACKHILL CAPITAL INC 21,237 $10.6M 0.44% 0 13F-HR Timeline Penobscot Investment Management Company… More: the full row for Penobscot Investment Management Company, Inc. 21,216 $10.6M 0.73% +3,748 13F-HR Timeline Clio Asset Management LLC More: the full row for Clio Asset Management LLC 21,213 $10.6M 8.44% -748 13F-HR Timeline Avestar Capital, LLC More: the full row for Avestar Capital, LLC 21,182 $10.6M 0.63% +1,236 13F-HR Timeline Tradition Wealth Management, LLC More: the full row for Tradition Wealth Management, LLC 21,177 $10.6M 0.65% -1,410 13F-HR Timeline MOKAN Wealth Management Inc. More: the full row for MOKAN Wealth Management Inc. 21,168 $10.6M 4.05% +2,288 13F-HR Timeline EPACRIA CAPITAL PARTNERS, LLC More: the full row for EPACRIA CAPITAL PARTNERS, LLC 21,160 $10.6M 8.17% 0 13F-HR Timeline Lineweaver Wealth Advisors, LLC More: the full row for Lineweaver Wealth Advisors, LLC 21,117 $10.6M 1.26% +1,722 13F-HR Timeline NWM ADVISORS, LLC More: the full row for NWM ADVISORS, LLC 21,092 $10.6M 8.31% +872 13F-HR/A Timeline Victrix Investment Advisors More: the full row for Victrix Investment Advisors 21,035 $10.5M 4.41% +1,711 13F-HR Timeline TCI Wealth Advisors, Inc. More: the full row for TCI Wealth Advisors, Inc. 21,026 $10.5M 0.46% +749 13F-HR Timeline SWEENEY & MICHEL, LLC More: the full row for SWEENEY & MICHEL, LLC 20,005 $10.4M 2.74% -159 13F-HR Timeline