Goelzer Investment Management, Inc. More: the full row for Goelzer Investment Management, Inc. 12,691 $542K 0.02% +36 13F-HR Timeline BOURNE LENT ASSET MANAGEMENT INC More: the full row for BOURNE LENT ASSET MANAGEMENT INC 12,577 $537K 0.19% 0 13F-HR Timeline iA Global Asset Management Inc. More: the full row for iA Global Asset Management Inc. 12,521 $534K 0.01% -159,306 13F-HR Timeline TOWER BRIDGE ADVISORS More: the full row for TOWER BRIDGE ADVISORS 12,500 $534K 0.05% -750 13F-HR Timeline Shay Capital LLC More: the full row for Shay Capital LLC 12,500 $534K 0.06% new 13F-HR Timeline China Universal Asset Management Co., L… More: the full row for China Universal Asset Management Co., Ltd. 12,500 $534K 0.03% -12,500 13F-HR Timeline FOX RUN MANAGEMENT, L.L.C. More: the full row for FOX RUN MANAGEMENT, L.L.C. 12,449 $531K 0.09% -3,606 13F-HR Timeline Bank of Marin More: the full row for Bank of Marin 12,435 $531K 0.37% +77 13F-HR Timeline Blueshift Asset Management, LLC More: the full row for Blueshift Asset Management, LLC 12,347 $527K 0.12% +3,327 13F-HR Timeline Rossmore Private Capital More: the full row for Rossmore Private Capital 12,292 $525K 0.04% +4,090 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 12,263 $523K 0.01% -2,095 13F-HR Timeline EQUITABLE TRUST CO More: the full row for EQUITABLE TRUST CO 12,027 $513K 0.02% -885 13F-HR Timeline Bulltick Wealth Management, LLC More: the full row for Bulltick Wealth Management, LLC 11,958 $510K 0.1% +3,500 13F-HR Timeline Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 11,942 $510K 0.06% +5,691 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 11,906 $508K 0.01% -4,411 13F-HR Timeline LGT Group Foundation in group LGT Group Foundation More: the full row for LGT Group Foundation 11,905 $508K 0.01% -300,697 13F-HR Timeline Group AXS Investments LLC More: the full row for AXS Investments LLC 11,885 $507K 0.14% -881 13F-HR Timeline KINTRA WEALTH, LLC More: the full row for KINTRA WEALTH, LLC 9,784 $506K 0.03% +1,352 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 11,730 $501K 0.01% +11,529 13F-HR Timeline Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 11,728 $501K 0.01% +3,114 13F-HR Timeline Paragon Private Wealth Management, LLC More: the full row for Paragon Private Wealth Management, LLC 11,711 $500K 0.13% -3,736 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 11,706 $500K 0.03% -4,457 13F-HR Timeline E Fund Management Co., Ltd. More: the full row for E Fund Management Co., Ltd. 11,657 $498K 0.01% +1,802 13F-HR Timeline Morey & Quinn Wealth Partners, LLC More: the full row for Morey & Quinn Wealth Partners, LLC 11,625 $496K 0.32% +38 13F-HR Timeline Banque de Luxembourg S.A. More: the full row for Banque de Luxembourg S.A. 11,606 $495K 0.23% 0 13F-HR Timeline Navalign, LLC More: the full row for Navalign, LLC 11,589 $495K 0.12% +1,054 13F-HR Timeline FourThought Financial Partners, LLC More: the full row for FourThought Financial Partners, LLC 11,542 $493K 0.04% +45 13F-HR Timeline Legacy Wealth Partners, LLC More: the full row for Legacy Wealth Partners, LLC 11,463 $489K 0.11% +530 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 11,438 $488K 0.01% -5,439 13F-HR Timeline Affinity Capital Advisors, LLC More: the full row for Affinity Capital Advisors, LLC 10,920 $487K 0.06% +1,054 13F-HR Timeline CX Institutional More: the full row for CX Institutional 11,407 $487K 0.01% +1,942 13F-HR Timeline Berger Financial Group, Inc More: the full row for Berger Financial Group, Inc 11,378 $486K 0.02% +162 13F-HR Timeline Concentric Capital Strategies, LP More: the full row for Concentric Capital Strategies, LP 11,353 $485K 0.03% new 13F-HR Timeline Lipe & Dalton More: the full row for Lipe & Dalton 11,300 $482K 0.22% new 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 11,274 $481K 0.02% -6,646 13F-HR Timeline Stratos Wealth Partners, LTD. group of 2 filers holding More: the full row for Stratos Wealth Partners, LTD. 11,258 $480K -6,904 Timeline Colonial River Investments, LLC More: the full row for Colonial River Investments, LLC 11,225 $479K 0.14% +3,095 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 11,220 $479K 0.01% -54,714 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Sendero Wealth Management, LLC More: the full row for Sendero Wealth Management, LLC 11,219 $479K 0.05% -86 13F-HR Timeline V-Square Quantitative Management LLC More: the full row for V-Square Quantitative Management LLC 11,208 $478K 0.05% +1,831 13F-HR Timeline VEGA INVESTMENT SOLUTIONS More: the full row for VEGA INVESTMENT SOLUTIONS 11,186 $477K 0.07% +785 13F-HR Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 11,180 $477K <0.01% -9,120 13F-HR Timeline Group Strategic Investment Advisors / MI More: the full row for Strategic Investment Advisors / MI 11,033 $471K 0.03% -2,775 13F-HR Timeline SIT INVESTMENT ASSOCIATES INC in group SIT INVESTMENT ASSOCIATES INC More: the full row for SIT INVESTMENT ASSOCIATES INC 10,940 $467K 0.01% -16,300 13F-HR Timeline Group DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 10,935 $467K 0.01% -9,197 13F-HR Timeline Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 9,613 $465K 0.03% +27 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 10,853 $463K 0.01% +5,029 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 10,798 $461K 0.01% -1,947 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 10,762 $459K 0.02% +4,295 13F-HR Timeline KING LUTHER CAPITAL MANAGEMENT CORP More: the full row for KING LUTHER CAPITAL MANAGEMENT CORP 10,750 $459K <0.01% -40,481 13F-HR Timeline CIM INVESTMENT MANAGEMENT INC More: the full row for CIM INVESTMENT MANAGEMENT INC 10,747 $459K 0.11% -1,086 13F-HR Timeline Quintet Private Bank (Europe) S.A. More: the full row for Quintet Private Bank (Europe) S.A. 10,713 $457K 0.03% -45,312 13F-HR Timeline Wellington Shields Capital Management, … in group Wellington Shields Capital Ma… More: the full row for Wellington Shields Capital Management, LLC 10,659 $455K 0.06% +1,200 13F-HR Timeline Group WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 10,620 $453K 0.01% +1,530 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 10,535 $450K 0.01% -2,030 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 10,537 $450K 0.03% +7,173 13F-HR Timeline PARTHENON LLC More: the full row for PARTHENON LLC 10,509 $449K 0.05% 0 13F-HR Timeline Optiver Holding B.V. in group Optiver Holding B.V. More: the full row for Optiver Holding B.V. 10,484 $447K 0.01% -3,091 13F-HR Timeline Group Storgate, LLC More: the full row for Storgate, LLC 10,434 $445K 0.09% +6,907 13F-HR Timeline GOULD ASSET MANAGEMENT LLC /CA/ More: the full row for GOULD ASSET MANAGEMENT LLC /CA/ 10,415 $445K 0.07% +315 13F-HR Timeline COMMERZBANK AKTIENGESELLSCHAFT /FI More: the full row for COMMERZBANK AKTIENGESELLSCHAFT /FI 10,410 $444K 0.01% -6,028 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 10,381 $443K <0.01% +1,967 13F-HR Timeline ALLSTATE CORP in group ALLSTATE CORP More: the full row for ALLSTATE CORP 10,252 $438K <0.01% -143,718 13F-HR Timeline Group CONGRESS ASSET MANAGEMENT CO More: the full row for CONGRESS ASSET MANAGEMENT CO 10,247 $437K <0.01% -1,619,238 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 10,214 $436K 0.06% -87,552 13F-HR Timeline Proficio Capital Partners LLC More: the full row for Proficio Capital Partners LLC 10,166 $434K 0.02% new 13F-HR Timeline ASAHI LIFE ASSET MANAGEMENT CO., LTD. More: the full row for ASAHI LIFE ASSET MANAGEMENT CO., LTD. 10,155 $433K 0.24% new 13F-HR Timeline Argent Trust Co More: the full row for Argent Trust Co 10,105 $431K 0.01% -5,231 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 10,098 $431K 0.01% +3,322 13F-HR Timeline ADELL HARRIMAN & CARPENTER INC More: the full row for ADELL HARRIMAN & CARPENTER INC 10,059 $429K 0.02% -20,450 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 9,811 $429K <0.01% -3,160 13F-HR Timeline Group Pines Wealth Management, LLC More: the full row for Pines Wealth Management, LLC 10,043 $429K 0.12% +2,136 13F-HR Timeline FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 10,043 $429K 0.02% new 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 10,023 $428K 0.01% -2,895 13F-HR Timeline MLG Wealth Management DBA Pine Grove Fi… More: the full row for MLG Wealth Management DBA Pine Grove Financial Group 9,986 $426K 0.04% +6,136 13F-HR Timeline Midwest Trust Co More: the full row for Midwest Trust Co 9,963 $425K <0.01% +114 13F-HR Timeline MAIRS & POWER INC More: the full row for MAIRS & POWER INC 9,914 $423K <0.01% -262 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 9,904 $423K 0.01% -1,384 13F-HR Timeline Livforsakringsbolaget Skandia, Omsesidi… More: the full row for Livforsakringsbolaget Skandia, Omsesidigt 9,827 $419K 0.01% -1,700 13F-HR Timeline B&D White Capital Company, LLC More: the full row for B&D White Capital Company, LLC 9,800 $418K 0.04% new 13F-HR Timeline KIRTLAND HILLS CAPITAL MANAGEMENT, LLC More: the full row for KIRTLAND HILLS CAPITAL MANAGEMENT, LLC 9,744 $416K 0.12% -56 13F-HR Timeline RENASANT BANK More: the full row for RENASANT BANK 9,735 $415K 0.27% +580 13F-HR Timeline Legacy Bridge, LLC More: the full row for Legacy Bridge, LLC 9,696 $414K 0.13% -4,466 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 9,651 $412K 0.01% -3,851 13F-HR Timeline Group BankPlus Trust Department in group BankPlus Trust Department More: the full row for BankPlus Trust Department 9,648 $412K 0.1% +180 13F-HR Timeline Group Sunpointe, LLC More: the full row for Sunpointe, LLC 9,612 $410K 0.12% new 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 9,602 $410K 0.05% +386 13F-HR Timeline SBI Okasan Asset Management Co.Ltd. More: the full row for SBI Okasan Asset Management Co.Ltd. 9,420 $410K 0.01% -6,800 13F-HR Timeline Aspen Investment Management Inc More: the full row for Aspen Investment Management Inc 9,557 $408K 0.11% -1,572 13F-HR Timeline OXFORD ASSET MANAGEMENT LLP More: the full row for OXFORD ASSET MANAGEMENT LLP 9,549 $408K 0.2% -49,739 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 9,535 $407K 0.01% +925 13F-HR Timeline Supplemental Annuity Collective Trust o… More: the full row for Supplemental Annuity Collective Trust of NJ 9,533 $407K 0.1% -504 13F-HR Timeline Clark Capital Management Group, Inc. More: the full row for Clark Capital Management Group, Inc. 9,532 $407K <0.01% -108,832 13F-HR Timeline Malaga Cove Capital, LLC More: the full row for Malaga Cove Capital, LLC 9,508 $406K 0.13% +5,226 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 8,430 $402K 0.01% +128 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 9,390 $401K 0.03% -1,768 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 9,370 $400K 0.01% -37,240 13F-HR Timeline KCM INVESTMENT ADVISORS LLC More: the full row for KCM INVESTMENT ADVISORS LLC 9,354 $399K 0.01% -248 13F-HR Timeline Bridgefront Capital, LLC More: the full row for Bridgefront Capital, LLC 9,338 $399K 0.11% -21,292 13F-HR Timeline READYSTATE ASSET MANAGEMENT LP More: the full row for READYSTATE ASSET MANAGEMENT LP 9,321 $398K 0.02% +5,781 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 9,249 $394K 0.02% +3,672 13F-HR Timeline 180 WEALTH ADVISORS, LLC More: the full row for 180 WEALTH ADVISORS, LLC 9,225 $394K 0.04% +2,757 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 9,185 $392K 0.22% +8,889 13F-HR Timeline Xcelsior Advisor Partners LLC More: the full row for Xcelsior Advisor Partners LLC 9,173 $392K 0.05% new 13F-HR Timeline Ramirez Asset Management, Inc. More: the full row for Ramirez Asset Management, Inc. 9,129 $390K 0.04% -7 13F-HR Timeline Howard Capital Management, LLC More: the full row for Howard Capital Management, LLC 9,074 $387K <0.01% +3,434 13F-HR Timeline Inscription Capital, LLC More: the full row for Inscription Capital, LLC 9,073 $387K 0.03% new 13F-HR Timeline Facet Wealth, Inc. More: the full row for Facet Wealth, Inc. 9,031 $385K 0.01% new 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 8,905 $380K 0.04% -347 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 8,875 $379K 0.04% +419 13F-HR Timeline Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 8,862 $378K 0.04% -9,540 13F-HR Timeline Leith Wheeler Investment Counsel Ltd. More: the full row for Leith Wheeler Investment Counsel Ltd. 8,850 $378K 0.03% +250 13F-HR Timeline THOMPSON SIEGEL & WALMSLEY LLC More: the full row for THOMPSON SIEGEL & WALMSLEY LLC 8,831 $377K 0.01% 0 13F-HR Timeline GAM Holding AG in group GAM Holding AG More: the full row for GAM Holding AG 8,832 $377K 0.03% +823 13F-HR Timeline Group CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 8,760 $374K 0.04% +222 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 8,759 $374K 0.01% +1,199 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 8,233 $373K 0.01% -122,698 13F-HR Timeline Tufton Capital Management More: the full row for Tufton Capital Management 8,727 $372K 0.06% -350 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 8,699 $371K <0.01% +2,934 13F-HR Timeline McLaughlin Asset Management, Inc. More: the full row for McLaughlin Asset Management, Inc. 8,684 $371K 0.28% -9,774 13F-HR/A Timeline Miller Global Investments, LLC More: the full row for Miller Global Investments, LLC 8,647 $369K 0.31% new 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 8,467 $368K 0.02% -822 13F-HR Timeline STEVENS CAPITAL MANAGEMENT LP More: the full row for STEVENS CAPITAL MANAGEMENT LP 8,626 $368K 0.09% new 13F-HR Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 8,551 $365K 0.01% +1,170 13F-HR Timeline Catalyst Funds Management Pty Ltd More: the full row for Catalyst Funds Management Pty Ltd 8,500 $363K 0.02% new 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 8,498 $363K 0.11% -3,563 13F-HR Timeline Armor Investment Advisors, LLC More: the full row for Armor Investment Advisors, LLC 8,497 $363K 0.12% -50 13F-HR Timeline 71 West Capital Partners More: the full row for 71 West Capital Partners 8,496 $363K 0.01% +2,542 13F-HR Timeline L2 Asset Management, LLC More: the full row for L2 Asset Management, LLC 8,487 $362K 0.04% +486 13F-HR Timeline SIMPLEX TRADING, LLC More: the full row for SIMPLEX TRADING, LLC 8,423 $359K 0.01% new 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 8,335 $356K 0.02% +46 13F-HR Timeline Keebeck Wealth Management More: the full row for Keebeck Wealth Management 8,330 $356K 0.03% new 13F-HR Timeline NOVEM GROUP More: the full row for NOVEM GROUP 8,330 $356K 0.04% -2,118 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 8,239 $352K 0.01% +2,032 13F-HR Timeline GRIMES & Co WEALTH MANAGEMENT, LLC More: the full row for GRIMES & Co WEALTH MANAGEMENT, LLC 8,236 $352K 0.01% -422 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 8,128 $347K 0.01% -1,177 13F-HR Timeline Voleon Capital Management LP More: the full row for Voleon Capital Management LP 8,105 $346K 0.01% -15,272 13F-HR Timeline VIAWEALTH, LLC More: the full row for VIAWEALTH, LLC 8,085 $345K 0.17% new 13F-HR Timeline Kohmann Bosshard Financial Services, LLC More: the full row for Kohmann Bosshard Financial Services, LLC 8,063 $344K 0.03% 0 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 8,057 $344K 0.02% -395 13F-HR Timeline Capstone Wealth Management, LLC More: the full row for Capstone Wealth Management, LLC 8,051 $344K 0.16% new 13F-HR Timeline Empirical Asset Management, LLC More: the full row for Empirical Asset Management, LLC 8,030 $343K 0.08% -11,453 13F-HR Timeline Portfolio Design Labs, LLC More: the full row for Portfolio Design Labs, LLC 8,002 $342K 0.06% -16,978 13F-HR Timeline Horizon Family Wealth, Inc. More: the full row for Horizon Family Wealth, Inc. 7,985 $341K 0.16% +4,191 13F-HR Timeline Legacy Capital Wealth Partners, LLC More: the full row for Legacy Capital Wealth Partners, LLC 7,913 $338K 0.06% +2,266 13F-HR Timeline EAGLE WEALTH STRATEGIES LLC More: the full row for EAGLE WEALTH STRATEGIES LLC 7,913 $338K 0.13% -535 13F-HR Timeline Caerus Investment Advisors, LLC More: the full row for Caerus Investment Advisors, LLC 7,899 $337K 0.11% +4,140 13F-HR Timeline Midwest Financial Partners Investments,… More: the full row for Midwest Financial Partners Investments, Inc. 7,870 $336K 0.14% +790 13F-HR Timeline Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 7,868 $336K <0.01% +1,934 13F-HR Timeline Boston Trust Walden Corp in group Boston Trust Walden Corp More: the full row for Boston Trust Walden Corp 7,768 $332K <0.01% 0 13F-HR Timeline Group Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 7,766 $331K 0.01% -871 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 7,761 $331K 0.09% -2,300 13F-HR Timeline Aberdeen Wealth Management LLC More: the full row for Aberdeen Wealth Management LLC 7,720 $329K 0.16% 0 13F-HR Timeline Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 7,703 $329K 0.01% -965 13F-HR Timeline Bull Harbor Capital LLC More: the full row for Bull Harbor Capital LLC 7,667 $327K 0.06% -1,059 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 7,641 $326K 0.01% +1,925 13F-HR Timeline BFSG, LLC More: the full row for BFSG, LLC 7,583 $324K 0.03% +445 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 7,581 $324K 0.01% +3,570 13F-HR Timeline FULLER & THALER ASSET MANAGEMENT, INC. More: the full row for FULLER & THALER ASSET MANAGEMENT, INC. 7,575 $323K <0.01% 0 13F-HR Timeline AUA CAPITAL MANAGEMENT, LLC More: the full row for AUA CAPITAL MANAGEMENT, LLC 7,575 $323K 0.15% 0 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 7,559 $323K 0.02% -3,386 13F-HR Timeline Great Waters Wealth Management More: the full row for Great Waters Wealth Management 7,547 $322K 0.03% +1,802 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 7,543 $322K 0.01% -14,310 13F-HR Timeline Heartland Bank & Trust Co More: the full row for Heartland Bank & Trust Co 7,505 $320K 0.07% -89 13F-HR Timeline Total Clarity Wealth Management, Inc. More: the full row for Total Clarity Wealth Management, Inc. 7,503 $320K 0.06% new 13F-HR Timeline ADAR1 Capital Management, LLC in group ADAR1 Capital Management, LLC More: the full row for ADAR1 Capital Management, LLC 7,500 $320K 0.02% -2,500 13F-HR Timeline Group Lifeworks Advisors, LLC More: the full row for Lifeworks Advisors, LLC 7,497 $320K 0.03% -845 13F-HR Timeline RIVERSEDGE ADVISORS, LLC More: the full row for RIVERSEDGE ADVISORS, LLC 7,496 $320K 0.04% new 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 7,495 $320K <0.01% +225 13F-HR Timeline Allen Mooney & Barnes Investment Adviso… More: the full row for Allen Mooney & Barnes Investment Advisors LLC 7,442 $318K 0.05% new 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 7,422 $317K <0.01% -2,756 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 7,396 $316K 0.01% -2,102 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 7,336 $313K 0.02% -599 13F-HR Timeline FAS Wealth Partners, Inc. More: the full row for FAS Wealth Partners, Inc. 7,277 $311K 0.02% 0 13F-HR Timeline Tannin Capital LLC More: the full row for Tannin Capital LLC 7,229 $309K 0.2% +2,127 13F-HR Timeline Tradition Wealth Management, LLC More: the full row for Tradition Wealth Management, LLC 7,226 $308K 0.02% -131 13F-HR Timeline Dynasty Wealth Management, LLC More: the full row for Dynasty Wealth Management, LLC 7,226 $308K <0.01% new 13F-HR Timeline Pinion Investment Advisors, LLC More: the full row for Pinion Investment Advisors, LLC 7,224 $308K 0.06% new 13F-HR Timeline Badgley Phelps Wealth Managers, LLC More: the full row for Badgley Phelps Wealth Managers, LLC 7,207 $308K 0.01% -103,928 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 7,186 $307K 0.01% -1,545 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 7,137 $305K 0.01% +107 13F-HR Timeline Group RMR Wealth Builders More: the full row for RMR Wealth Builders 7,128 $304K 0.02% -316 13F-HR Timeline Stonebridge Financial Group, LLC/CA More: the full row for Stonebridge Financial Group, LLC/CA 7,146 $304K 0.04% 13F-HR Timeline WASHINGTON TRUST Co More: the full row for WASHINGTON TRUST Co 7,062 $301K 0.01% -1,216 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 7,041 $301K 0.02% -1,481 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 6,993 $298K 0.01% -53 13F-HR Timeline Hardworking Capital Advisors, LLC More: the full row for Hardworking Capital Advisors, LLC 6,975 $298K 0.24% +986 13F-HR Timeline LOM Asset Management Ltd More: the full row for LOM Asset Management Ltd 6,960 $297K 0.08% -570 13F-HR Timeline Thrive Wealth Management, LLC More: the full row for Thrive Wealth Management, LLC 6,950 $297K 0.04% -539 13F-HR Timeline Breakwater Capital Group More: the full row for Breakwater Capital Group 6,937 $296K 0.04% -853 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 6,896 $294K 0.01% new 13F-HR Timeline LM Advisors LLC More: the full row for LM Advisors LLC 6,785 $294K 0.03% +6,513 13F-HR Timeline Broadway Wealth Solutions, Inc. More: the full row for Broadway Wealth Solutions, Inc. 6,881 $294K 0.14% new 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 6,863 $293K 0.02% -92 13F-HR Timeline INTRUST BANK NA More: the full row for INTRUST BANK NA 6,822 $291K 0.02% -4,610 13F-HR Timeline TrinityBridge Ltd More: the full row for TrinityBridge Ltd 6,819 $291K 0.01% -400 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 6,806 $290K 0.01% -316 13F-HR Timeline CONNING INC. in group CONNING INC. More: the full row for CONNING INC. 6,778 $289K 0.01% 0 13F-HR Timeline Group BEESE FULMER INVESTMENT MANAGEMENT, INC. 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