JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 6,213 $1.25M 0.01% +1,569 13F-HR Timeline Hendershot Investments Inc. More: the full row for Hendershot Investments Inc. 6,019 $1.21M 0.17% -841 13F-HR Timeline Anson Funds Management LP in group Anson Funds Management LP More: the full row for Anson Funds Management LP 6,000 $1.21M 0.29% new 13F-HR/A Timeline Group MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 5,849 $1.18M 0.06% -6,595 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 5,820 $1.17M 0.09% +4 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 5,801 $1.17M 0.02% -624 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 5,777 $1.16M 0.04% +1,495 13F-HR Timeline Florida Trust Wealth Management Co More: the full row for Florida Trust Wealth Management Co 5,770 $1.16M 0.04% +2,999 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 5,728 $1.15M 0.05% -826 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 5,504 $1.14M 0.03% +2,270 13F-HR Timeline MAINSTAY CAPITAL MANAGEMENT LLC /ADV More: the full row for MAINSTAY CAPITAL MANAGEMENT LLC /ADV 5,644 $1.14M 0.16% new 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 5,602 $1.13M 0.03% +1,017 13F-HR Timeline Polianta Ltd More: the full row for Polianta Ltd 5,600 $1.13M 0.55% new 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 5,557 $1.12M 0.09% -1,372 13F-HR Timeline LaSalle St. Investment Advisors, LLC More: the full row for LaSalle St. Investment Advisors, LLC 5,556 $1.12M 0.26% +174 13F-HR Timeline BNP PARIBAS in group BNP PARIBAS More: the full row for BNP PARIBAS 5,535 $1.12M 0.05% +2,179 13F-HR Timeline Group MUFG SECURITIES AMERICAS INC. More: the full row for MUFG SECURITIES AMERICAS INC. 5,538 $1.12M 0.13% +920 13F-HR Timeline CAPITAL MANAGEMENT ASSOCIATES /NY/ More: the full row for CAPITAL MANAGEMENT ASSOCIATES /NY/ 5,500 $1.11M 2.16% 0 13F-HR Timeline Fractal Investments LLC More: the full row for Fractal Investments LLC 5,500 $1.11M 0.15% 0 13F-HR Timeline Mediolanum International Funds Ltd More: the full row for Mediolanum International Funds Ltd 5,374 $1.1M 0.02% new 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 5,460 $1.1M 0.05% +1,690 13F-HR Timeline Group NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 5,453 $1.1M 0.02% new 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 5,389 $1.09M 0.03% +961 13F-HR Timeline VestGen Investment Management More: the full row for VestGen Investment Management 5,364 $1.08M 0.82% -359 13F-HR Timeline Machina Capital S.A.S. More: the full row for Machina Capital S.A.S. 5,242 $1.06M 0.31% +3,887 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 5,238 $1.06M 0.13% +408 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 5,228 $1.05M 0.11% 0 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 5,196 $1.05M 0.02% -1,128 13F-HR Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 5,162 $1.04M 0.01% +84 13F-HR Timeline Group Black Diamond Financial, LLC More: the full row for Black Diamond Financial, LLC 5,116 $1.03M 0.15% -13 13F-HR Timeline Marshall Financial Group, LLC More: the full row for Marshall Financial Group, LLC 5,103 $1.03M 0.22% -182 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 5,094 $1.03M 0.04% +2,706 13F-HR Timeline LIGHT STREET CAPITAL MANAGEMENT, LLC More: the full row for LIGHT STREET CAPITAL MANAGEMENT, LLC 5,091 $1.03M 0.33% +4,054 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 5,076 $1.02M 0.08% +1,414 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 5,074 $1.02M 0.01% -2,125 13F-HR Timeline Group STEVENS CAPITAL MANAGEMENT LP More: the full row for STEVENS CAPITAL MANAGEMENT LP 5,025 $1.01M 0.25% +3,458 13F-HR Timeline Net Worth Advisory Group More: the full row for Net Worth Advisory Group 5,017 $1.01M 0.32% +2,003 13F-HR Timeline Central Asset Investments & Management … More: the full row for Central Asset Investments & Management Holdings (HK) Ltd 5,016 $1.01M 1.71% -19,234 13F-HR Timeline COOKSON PEIRCE & CO INC More: the full row for COOKSON PEIRCE & CO INC 4,983 $1M 0.05% -797 13F-HR Timeline Williams Jones Wealth Management, LLC. More: the full row for Williams Jones Wealth Management, LLC. 4,980 $1M 0.01% -259 13F-HR Timeline WEATHERLY ASSET MANAGEMENT L. P. More: the full row for WEATHERLY ASSET MANAGEMENT L. P. 4,938 $996K 0.09% +2,361 13F-HR Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 4,922 $992K 0.15% +3,237 13F-HR Timeline Aljian Capital Management, LLC More: the full row for Aljian Capital Management, LLC 4,888 $986K 0.23% 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. 4,863 $981K 0.04% -589 13F-HR Timeline Group RR Advisors, LLC More: the full row for RR Advisors, LLC 5,000 $980K 0.23% new 13F-HR Timeline Diversified Enterprises, LLC More: the full row for Diversified Enterprises, LLC 4,817 $971K 0.08% +119 13F-HR Timeline Annex Advisory Services, LLC More: the full row for Annex Advisory Services, LLC 4,800 $968K 0.03% -131 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 4,785 $965K 0.26% -6 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 4,766 $961K 0.03% +819 13F-HR/A Timeline J. Safra Sarasin Holding AG in group J. Safra Sarasin Holding AG More: the full row for J. Safra Sarasin Holding AG 4,749 $958K 0.02% +9 13F-HR Timeline Group STF Management LP More: the full row for STF Management LP 4,705 $949K 0.46% -11 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 4,655 $939K 0.02% +773 13F-HR Timeline SUMITOMO LIFE INSURANCE CO More: the full row for SUMITOMO LIFE INSURANCE CO 4,632 $934K 0.03% -15,382 13F-HR Timeline CLOVERFIELDS CAPITAL GROUP, LP More: the full row for CLOVERFIELDS CAPITAL GROUP, LP 4,613 $930K 0.31% +667 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 4,565 $920K 0.02% +199 13F-HR Timeline Group FARMERS & MERCHANTS TRUST Co OF LONG BE… More: the full row for FARMERS & MERCHANTS TRUST Co OF LONG BEACH 4,553 $918K 0.23% new 13F-HR Timeline Essex Financial Services, Inc. group of 2 filers holding More: the full row for Essex Financial Services, Inc. 4,538 $915K +55 Timeline Clarus Wealth Advisors More: the full row for Clarus Wealth Advisors 4,232 $912K 0.49% +692 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 4,522 $912K 0.05% -1,018 13F-HR Timeline PRUDENTIAL PLC in group PRUDENTIAL PLC More: the full row for PRUDENTIAL PLC 4,518 $911K <0.01% -2,940 13F-HR Timeline Group Partnership Wealth Management, LLC More: the full row for Partnership Wealth Management, LLC 4,489 $905K 0.77% 0 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 4,419 $891K 0.07% +2,427 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 4,417 $891K 0.03% +1,460 13F-HR Timeline Zuckerman Investment Group, LLC More: the full row for Zuckerman Investment Group, LLC 4,417 $891K 0.1% 0 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 3,972 $886K 0.09% +2,426 13F-HR Timeline Willis Johnson & Associates, Inc. More: the full row for Willis Johnson & Associates, Inc. 4,390 $885K 0.07% -7 13F-HR Timeline OFI INVEST ASSET MANAGEMENT More: the full row for OFI INVEST ASSET MANAGEMENT 4,731 $883K 0.02% -83,105 13F-HR Timeline FEDERATED HERMES, INC. in group FEDERATED HERMES, INC. More: the full row for FEDERATED HERMES, INC. 4,371 $881K <0.01% -26,434 13F-HR Timeline Group IFP Advisors, Inc More: the full row for IFP Advisors, Inc 4,364 $880K 0.03% +1,961 13F-HR Timeline Cordatus Wealth Management LLC More: the full row for Cordatus Wealth Management LLC 4,348 $877K 0.24% new 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 4,333 $874K 0.06% +40 13F-HR Timeline KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 4,318 $871K <0.01% +477 13F-HR Timeline Group Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 4,318 $871K 0.01% +32 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 4,317 $870K 0.01% -327 13F-HR Timeline apricus wealth, LLC More: the full row for apricus wealth, LLC 4,277 $862K 0.51% -183 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 4,215 $850K 0.06% -50 13F-HR Timeline Lansing Street Advisors More: the full row for Lansing Street Advisors 4,206 $848K 0.28% -3 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 4,171 $841K 0.17% +58 13F-HR Timeline Scientech Research LLC More: the full row for Scientech Research LLC 4,149 $837K 0.22% -418 13F-HR Timeline DOLIVER ADVISORS, LP More: the full row for DOLIVER ADVISORS, LP 4,134 $834K 0.23% +2,559 13F-HR Timeline Hennion & Walsh Asset Management, Inc. More: the full row for Hennion & Walsh Asset Management, Inc. 4,099 $826K 0.04% new 13F-HR Timeline STABLEFORD CAPITAL II LLC More: the full row for STABLEFORD CAPITAL II LLC 3,953 $817K 0.35% -201 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 4,028 $812K 0.04% +611 13F-HR Timeline Group INGALLS & SNYDER LLC More: the full row for INGALLS & SNYDER LLC 4,017 $810K 0.03% -51 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 4,013 $809K 0.05% -67 13F-HR Timeline ICICI Prudential Asset Management Co Ltd More: the full row for ICICI Prudential Asset Management Co Ltd 4,012 $809K 0.11% -60 13F-HR Timeline MONETTA FINANCIAL SERVICES INC More: the full row for MONETTA FINANCIAL SERVICES INC 4,000 $807K 0.71% new 13F-HR Timeline Supplemental Annuity Collective Trust o… More: the full row for Supplemental Annuity Collective Trust of NJ 4,000 $807K 0.25% 0 13F-HR Timeline Value Star Asset Management (Hong Kong)… More: the full row for Value Star Asset Management (Hong Kong) Ltd 4,000 $807K 4.93% new 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 3,970 $801K 0.01% +56 13F-HR Timeline TIEMANN INVESTMENT ADVISORS, LLC More: the full row for TIEMANN INVESTMENT ADVISORS, LLC 3,957 $798K 0.36% -28 13F-HR Timeline AVISO WEALTH MANAGEMENT More: the full row for AVISO WEALTH MANAGEMENT 3,938 $794K 0.42% -251 13F-HR Timeline DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 3,912 $789K 0.02% -269 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 3,883 $783K 0.03% -13,739 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 3,767 $779K 0.01% +764 13F-HR Timeline Kenora Financial, LLC More: the full row for Kenora Financial, LLC 3,861 $779K 0.32% -607 13F-HR Timeline Haverford Trust Co More: the full row for Haverford Trust Co 3,834 $773K 0.01% 0 13F-HR Timeline PTM WEALTH MANAGEMENT, LLC More: the full row for PTM WEALTH MANAGEMENT, LLC 4,173 $772K 0.81% 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 3,805 $767K 0.08% +180 13F-HR Timeline Rithm Capital Corp. More: the full row for Rithm Capital Corp. 3,800 $766K 1.71% +1,300 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 3,790 $764K 0.03% +268 13F-HR Timeline Argent Trust Co More: the full row for Argent Trust Co 3,755 $757K 0.03% -839 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 3,746 $755K 0.04% +454 13F-HR Timeline INVESTMENT ADVISORY SERVICES INC /TX /A… More: the full row for INVESTMENT ADVISORY SERVICES INC /TX /ADV 3,738 $754K 0.27% 0 13F-HR Timeline OneAscent Financial Services LLC group of 2 filers holding More: the full row for OneAscent Financial Services LLC 3,687 $749K +2,791 Timeline Lakeside Advisors, INC. More: the full row for Lakeside Advisors, INC. 3,687 $743K 0.49% -432 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 3,682 $742K 0.02% -3,110 13F-HR Timeline Group Qtron Investments LLC More: the full row for Qtron Investments LLC 3,678 $742K 0.11% +2,337 13F-HR Timeline GS Investments, Inc. More: the full row for GS Investments, Inc. 3,665 $739K 0.35% new 13F-HR Timeline CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 3,663 $739K 0.14% -92 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 3,567 $733K 0.07% -169 13F-HR Timeline SHELTON WEALTH MANAGEMENT, LLC More: the full row for SHELTON WEALTH MANAGEMENT, LLC 3,618 $729K 0.42% -1,077 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 3,613 $728K 0.01% -21,967 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 3,599 $726K 0.02% -220 13F-HR Timeline SVB WEALTH LLC More: the full row for SVB WEALTH LLC 3,579 $722K 0.03% +971 13F-HR Timeline KLCM Advisors, Inc. More: the full row for KLCM Advisors, Inc. 3,576 $721K 0.08% +800 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 3,574 $721K 0.03% -2,558 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 3,542 $714K 0.05% +20 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 3,527 $711K 0.05% +506 13F-HR Timeline BLB&B Advisors, LLC More: the full row for BLB&B Advisors, LLC 3,518 $709K 0.04% -75 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 3,504 $706K 0.01% +336 13F-HR Timeline Group Veery Capital, LLC More: the full row for Veery Capital, LLC 3,501 $706K 0.27% +154 13F-HR Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 3,498 $705K 0.05% -73 13F-HR Timeline Fox Hill Wealth Management More: the full row for Fox Hill Wealth Management 3,479 $701K 0.41% -7,769 13F-HR Timeline Cornerstone Advisory, LLC More: the full row for Cornerstone Advisory, LLC 2,539 $695K 0.08% -161 13F-HR Timeline Goldstone Financial Group, LLC More: the full row for Goldstone Financial Group, LLC 3,437 $693K 0.1% +29 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 3,429 $691K 0.03% -15,874 13F-HR Timeline Addis & Hill, Inc More: the full row for Addis & Hill, Inc 3,416 $689K 0.48% new 13F-HR Timeline V-Square Quantitative Management LLC More: the full row for V-Square Quantitative Management LLC 3,416 $689K 0.1% -97 13F-HR Timeline Waterloo Capital, L.P. More: the full row for Waterloo Capital, L.P. 3,412 $688K 0.06% new 13F-HR Timeline BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC More: the full row for BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 3,400 $686K 0.13% -92 13F-HR Timeline NJ State Employees Deferred Compensatio… More: the full row for NJ State Employees Deferred Compensation Plan 3,400 $686K 0.09% 0 13F-HR Timeline Union Bancaire Privee, UBP SA More: the full row for Union Bancaire Privee, UBP SA 3,536 $682K 0.01% -2,224 13F-HR Timeline Community Bank & Trust, Waco, Texas More: the full row for Community Bank & Trust, Waco, Texas 3,297 $665K 0.16% -20 13F-HR Timeline Significant Wealth Partners LLC More: the full row for Significant Wealth Partners LLC 3,277 $661K 0.34% -11 13F-HR Timeline Schear Investment Advisers, LLC More: the full row for Schear Investment Advisers, LLC 3,268 $659K 0.38% new 13F-HR Timeline MIDLAND WEALTH ADVISORS, LLC More: the full row for MIDLAND WEALTH ADVISORS, LLC 3,264 $658K 0.04% +192 13F-HR Timeline Garden State Investment Advisory Servic… More: the full row for Garden State Investment Advisory Services LLC 3,253 $658K 0.21% +656 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 3,263 $658K 0.03% +660 13F-HR Timeline Callan Family Office, LLC More: the full row for Callan Family Office, LLC 3,255 $656K 0.05% -1,335 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 3,243 $654K 0.02% -713 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 3,230 $651K 0.06% +601 13F-HR/A Timeline WBH ADVISORY INC More: the full row for WBH ADVISORY INC 3,226 $650K 0.06% +35 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 3,223 $650K 0.05% +379 13F-HR Timeline Lantz Financial LLC More: the full row for Lantz Financial LLC 3,218 $649K 0.18% +12 13F-HR Timeline LGT Group Foundation in group LGT Group Foundation More: the full row for LGT Group Foundation 3,197 $645K 0.01% +692 13F-HR Timeline Group CORNERCAP INVESTMENT COUNSEL INC More: the full row for CORNERCAP INVESTMENT COUNSEL INC 3,192 $644K 0.34% -32 13F-HR Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 3,188 $643K 0.05% +1,087 13F-HR Timeline FIRST MANHATTAN CO. LLC. More: the full row for FIRST MANHATTAN CO. LLC. 3,169 $639K <0.01% 0 13F-HR Timeline Insight Advisors, LLC/ PA More: the full row for Insight Advisors, LLC/ PA 3,168 $639K 0.11% +526 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 3,165 $638K 0.12% -43 13F-HR Timeline Group INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 3,160 $637K 0.02% -1,044 13F-HR Timeline GSA CAPITAL PARTNERS LLP More: the full row for GSA CAPITAL PARTNERS LLP 3,160 $637K 0.06% +929 13F-HR Timeline UNIVEST FINANCIAL Corp in group UNIVEST FINANCIAL Corp More: the full row for UNIVEST FINANCIAL Corp 3,148 $635K 0.04% +196 13F-HR Timeline Group one8zero8, LLC More: the full row for one8zero8, LLC 3,148 $635K 0.15% 0 13F-HR Timeline LEGACY SOLUTIONS, LLC More: the full row for LEGACY SOLUTIONS, LLC 3,130 $631K 0.7% -6 13F-HR Timeline Onyx Bridge Wealth Group LLC More: the full row for Onyx Bridge Wealth Group LLC 3,127 $630K 0.09% +47 13F-HR Timeline Strategies Wealth Advisors, LLC More: the full row for Strategies Wealth Advisors, LLC 3,074 $620K 0.08% new 13F-HR Timeline Cadent Capital Advisors, LLC More: the full row for Cadent Capital Advisors, LLC 3,071 $619K 0.24% new 13F-HR Timeline ROMANO BROTHERS AND COMPANY More: the full row for ROMANO BROTHERS AND COMPANY 3,067 $618K 0.08% -68 13F-HR Timeline PARAGON FINANCIAL PARTNERS, INC. More: the full row for PARAGON FINANCIAL PARTNERS, INC. 3,067 $618K 0.48% 0 13F-HR Timeline KENNEDY INVESTMENT GROUP, INC. More: the full row for KENNEDY INVESTMENT GROUP, INC. 3,045 $614K 0.29% -18 13F-HR Timeline Buckley Wealth Management, LLC More: the full row for Buckley Wealth Management, LLC 3,042 $613K 0.19% +80 13F-HR Timeline Quantum Portfolio Management LLC More: the full row for Quantum Portfolio Management LLC 3,041 $613K 0.31% +2,010 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 3,022 $609K 0.04% -89 13F-HR Timeline Group Segment Wealth Management, LLC More: the full row for Segment Wealth Management, LLC 3,018 $609K 0.04% +393 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 2,988 $602K 0.03% +801 13F-HR/A Timeline Group Impact Partnership Wealth, LLC More: the full row for Impact Partnership Wealth, LLC 2,976 $600K 0.13% -131 13F-HR Timeline Prosperity Wealth Management, Inc. in group Prosperity Financial Group, I… More: the full row for Prosperity Wealth Management, Inc. 2,938 $592K 0.28% +587 13F-HR Timeline Group Key Financial Inc More: the full row for Key Financial Inc 2,938 $592K 0.13% 0 13F-HR Timeline COMMERZBANK AKTIENGESELLSCHAFT /FI More: the full row for COMMERZBANK AKTIENGESELLSCHAFT /FI 2,929 $591K 0.01% +365 13F-HR Timeline Confluence Wealth Services, Inc. More: the full row for Confluence Wealth Services, Inc. 2,817 $591K 0.04% 0 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 2,926 $590K 0.01% +461 13F-HR Timeline Mainstream Capital Management LLC More: the full row for Mainstream Capital Management LLC 2,909 $587K 0.46% +327 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 2,908 $586K 0.09% +577 13F-HR/A Timeline SFG Wealth Management, LLC. More: the full row for SFG Wealth Management, LLC. 2,893 $583K 0.28% +500 13F-HR Timeline CHAPIN DAVIS, INC. More: the full row for CHAPIN DAVIS, INC. 2,893 $583K 0.2% -6,244 13F-HR Timeline Arete Wealth Advisors, LLC More: the full row for Arete Wealth Advisors, LLC 2,893 $583K 0.04% -225 13F-HR Timeline Cornerstone National Bank & Trust Co More: the full row for Cornerstone National Bank & Trust Co 2,886 $582K 0.26% 0 13F-HR Timeline Rothschild Wealth LLC More: the full row for Rothschild Wealth LLC 2,883 $581K 0.16% +111 13F-HR Timeline AA Financial Advisors, LLC More: the full row for AA Financial Advisors, LLC 2,847 $574K 0.14% -260 13F-HR Timeline Aull & Monroe Investment Management Corp More: the full row for Aull & Monroe Investment Management Corp 2,846 $574K 0.29% -84 13F-HR Timeline AFFINITY INVESTMENT ADVISORS, LLC More: the full row for AFFINITY INVESTMENT ADVISORS, LLC 2,833 $571K 0.47% -383 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 2,827 $570K 0.08% -2,350 13F-HR Timeline RKL Wealth Management LLC More: the full row for RKL Wealth Management LLC 2,818 $568K 0.05% -52 13F-HR Timeline GREAT LAKES ADVISORS, LLC More: the full row for GREAT LAKES ADVISORS, LLC 2,813 $567K 0.01% +31 13F-HR Timeline Harbour Capital Advisors, LLC More: the full row for Harbour Capital Advisors, LLC 2,962 $563K 0.14% -25 13F-HR Timeline Prairie Wealth Advisors, Inc. More: the full row for Prairie Wealth Advisors, Inc. 2,794 $563K 0.28% +1,058 13F-HR Timeline Neo Ivy Capital Management More: the full row for Neo Ivy Capital Management 2,786 $562K 0.18% new 13F-HR Timeline Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 2,782 $561K 0.01% -142 13F-HR Timeline Accel Wealth Management More: the full row for Accel Wealth Management 2,774 $559K 0.2% +134 13F-HR Timeline Focused Wealth Management, Inc More: the full row for Focused Wealth Management, Inc 2,774 $559K 0.08% new 13F-HR Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 2,749 $554K 0.01% -2,405 13F-HR Timeline SILVERCREST ASSET MANAGEMENT GROUP LLC More: the full row for SILVERCREST ASSET MANAGEMENT GROUP LLC 2,725 $549K <0.01% new 13F-HR Timeline CORA CAPITAL ADVISORS LLC More: the full row for CORA CAPITAL ADVISORS LLC 2,719 $548K 0.26% -514 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 2,711 $547K 0.01% +71 13F-HR Timeline SBI Securities Co., Ltd. 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