HAGER INVESTMENT MANAGEMENT SERVICES, L… More: the full row for HAGER INVESTMENT MANAGEMENT SERVICES, LLC 7,752 $2.16M 1.19% +17 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 7,739 $2.16M 0.09% +35 13F-HR Timeline ACADIAN ASSET MANAGEMENT LLC in group ACADIAN ASSET MANAGEMENT LLC More: the full row for ACADIAN ASSET MANAGEMENT LLC 7,753 $2.16M <0.01% +4,360 13F-HR Timeline Group QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 7,712 $2.15M 0.06% +1,419 13F-HR/A Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 7,703 $2.15M 0.3% +256 13F-HR Timeline Procyon Advisors, LLC More: the full row for Procyon Advisors, LLC 7,674 $2.14M 0.11% +2,323 13F-HR Timeline BANQUE PICTET & CIE SA More: the full row for BANQUE PICTET & CIE SA 7,623 $2.13M 0.02% new 13F-HR Timeline JAMISON PRIVATE WEALTH MANAGEMENT, INC. More: the full row for JAMISON PRIVATE WEALTH MANAGEMENT, INC. 7,619 $2.13M 0.26% +2 13F-HR Timeline Comprehensive Financial Consultants Ins… More: the full row for Comprehensive Financial Consultants Institutional, Inc. 7,615 $2.13M 0.63% +6,395 13F-HR Timeline Oak Grove Capital LLC More: the full row for Oak Grove Capital LLC 7,600 $2.12M 0.36% +5,900 13F-HR Timeline Themes Management Co LLC More: the full row for Themes Management Co LLC 7,591 $2.12M 1.31% +2,541 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 7,570 $2.11M 0.05% +4,512 13F-HR Timeline Canton Hathaway, LLC More: the full row for Canton Hathaway, LLC 7,530 $2.1M 0.42% new 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 7,520 $2.1M 0.07% +1,909 13F-HR Timeline JAT Capital Mgmt LP More: the full row for JAT Capital Mgmt LP 7,500 $2.09M 3.53% new 13F-HR Timeline Davidson Capital Management Inc. More: the full row for Davidson Capital Management Inc. 7,459 $2.08M 0.38% +7,442 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 7,373 $2.06M 0.04% +1,518 13F-HR Timeline Group Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 7,281 $2.03M 0.07% -6,583 13F-HR Timeline Group RESOURCES MANAGEMENT CORP /CT/ /ADV More: the full row for RESOURCES MANAGEMENT CORP /CT/ /ADV 7,229 $2.02M 0.27% +534 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 7,213 $2.01M 0.01% +710 13F-HR Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 7,178 $2M 0.08% -32,044 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 7,144 $1.99M 0.01% +2,663 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 7,049 $1.97M 0.14% +1,127 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 7,037 $1.96M 0.02% -665 13F-HR Timeline Cambria Investment Management, L.P. More: the full row for Cambria Investment Management, L.P. 7,036 $1.96M 0.11% -393 13F-HR Timeline STEVENS CAPITAL MANAGEMENT LP More: the full row for STEVENS CAPITAL MANAGEMENT LP 7,023 $1.96M 0.3% -4,407 13F-HR Timeline Argyle Capital Management, LLC More: the full row for Argyle Capital Management, LLC 7,019 $1.96M 0.64% 0 13F-HR Timeline Settian Capital LP More: the full row for Settian Capital LP 7,000 $1.95M 1.37% +5,000 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 6,985 $1.95M 0.36% +6,981 13F-HR Timeline Kassira Wealth Management LLC More: the full row for Kassira Wealth Management LLC 6,964 $1.94M 1.79% +920 13F-HR Timeline Merrion Investment Management Co, LLC More: the full row for Merrion Investment Management Co, LLC 6,900 $1.93M 1.04% 0 13F-HR Timeline LaSalle St. Investment Advisors, LLC More: the full row for LaSalle St. Investment Advisors, LLC 6,896 $1.93M 0.27% +425 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 6,894 $1.93M 0.02% -3,723 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 6,889 $1.92M 0.21% -7 13F-HR Timeline Chronos Wealth Management, LLC More: the full row for Chronos Wealth Management, LLC 6,880 $1.92M 0.93% -328 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 6,806 $1.9M 0.03% +12 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 6,793 $1.9M 0.05% +72 13F-HR Timeline RWQ Financial Management Services, Inc. More: the full row for RWQ Financial Management Services, Inc. 6,750 $1.88M 1.23% -14,575 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 6,646 $1.86M 0.08% +392 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 6,620 $1.85M 0.07% -341 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 6,618 $1.85M 0.01% +2,383 13F-HR Timeline Group TCW GROUP INC in group TCW GROUP INC More: the full row for TCW GROUP INC 6,605 $1.84M 0.01% -38,068 13F-HR Timeline Group Eos Management, L.P. More: the full row for Eos Management, L.P. 6,568 $1.83M 0.79% 0 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 6,563 $1.83M 0.04% +2,872 13F-HR Timeline CHRISTINE MESSMER PC More: the full row for CHRISTINE MESSMER PC 6,540 $1.83M 1.17% +361 13F-HR Timeline Quintet Private Bank (Europe) S.A. More: the full row for Quintet Private Bank (Europe) S.A. 6,534 $1.82M 0.12% -13,123 13F-HR Timeline KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 6,520 $1.82M 0.01% +1,103 13F-HR Timeline Group Schear Investment Advisers, LLC More: the full row for Schear Investment Advisers, LLC 6,508 $1.82M 0.8% +11 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 6,434 $1.8M 0.3% +5,541 13F-HR Timeline Premier Fund Managers Ltd More: the full row for Premier Fund Managers Ltd 6,000 $1.79M 0.13% -4,000 13F-HR Timeline ECOFI INVESTISSEMENTS SA More: the full row for ECOFI INVESTISSEMENTS SA 6,400 $1.79M 3.25% -9,950 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 6,384 $1.78M 0.05% +867 13F-HR Timeline Niles Investment Management, LLC More: the full row for Niles Investment Management, LLC 6,372 $1.78M 1.6% new 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 5,901 $1.76M 0.06% +490 13F-HR Timeline Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 6,294 $1.76M 0.1% +5,254 13F-HR Timeline MATTERS CAPITAL LLC More: the full row for MATTERS CAPITAL LLC 6,284 $1.75M 1.56% 0 13F-HR Timeline Quantum Private Wealth, LLC More: the full row for Quantum Private Wealth, LLC 6,281 $1.75M 0.54% +450 13F-HR Timeline MAINSTAY CAPITAL MANAGEMENT LLC /ADV More: the full row for MAINSTAY CAPITAL MANAGEMENT LLC /ADV 6,274 $1.75M 0.14% +72 13F-HR Timeline SIMPLEX TRADING, LLC More: the full row for SIMPLEX TRADING, LLC 6,258 $1.75M 0.05% -38,453 13F-HR Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 6,255 $1.75M 0.02% -425 13F-HR Timeline Group HERBST GROUP, LLC More: the full row for HERBST GROUP, LLC 6,200 $1.73M 1.07% -100 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 6,168 $1.72M 0.02% +888 13F-HR Timeline TrustBank in group TrustBank More: the full row for TrustBank 6,150 $1.72M 0.67% +5,964 13F-HR Timeline Group Mandatum Life Insurance Co Ltd More: the full row for Mandatum Life Insurance Co Ltd 6,145 $1.72M 0.39% new 13F-HR Timeline ROMAN BUTLER FULLERTON & CO More: the full row for ROMAN BUTLER FULLERTON & CO 6,019 $1.71M 0.47% +115 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 6,103 $1.7M 0.08% +978 13F-HR Timeline Samjo Management, LLC More: the full row for Samjo Management, LLC 6,076 $1.7M 0.73% 0 13F-HR Timeline American Institute for Advanced Investm… More: the full row for American Institute for Advanced Investment Management, LLP 6,021 $1.69M 1.1% -225 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 6,041 $1.69M 0.09% +10 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 6,028 $1.68M 0.15% +70 13F-HR Timeline Uncommon Cents Investing LLC More: the full row for Uncommon Cents Investing LLC 6,008 $1.68M 0.39% -25 13F-HR Timeline SYNTAX RESEARCH, INC. More: the full row for SYNTAX RESEARCH, INC. 6,000 $1.68M 1.07% new 13F-HR Timeline ICICI Prudential Asset Management Co Ltd More: the full row for ICICI Prudential Asset Management Co Ltd 5,999 $1.68M 0.2% +988 13F-HR Timeline PRELUDE CAPITAL MANAGEMENT, LLC More: the full row for PRELUDE CAPITAL MANAGEMENT, LLC 5,998 $1.67M 0.13% +3,859 13F-HR Timeline Aljian Capital Management, LLC More: the full row for Aljian Capital Management, LLC 5,973 $1.67M 0.34% +335 13F-HR Timeline FARMERS & MERCHANTS TRUST Co OF LONG BE… More: the full row for FARMERS & MERCHANTS TRUST Co OF LONG BEACH 5,967 $1.67M 0.39% +126 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 5,892 $1.65M 0.08% +1,996 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 5,856 $1.64M 0.1% +9 13F-HR Timeline Lebenthal Global Advisors, LLC in group Lebenthal Global Advisors, LLC More: the full row for Lebenthal Global Advisors, LLC 5,827 $1.63M 0.24% +1,199 13F-HR Timeline Group Black Diamond Financial, LLC More: the full row for Black Diamond Financial, LLC 5,823 $1.63M 0.18% +4 13F-HR Timeline HighVista Strategies LLC More: the full row for HighVista Strategies LLC 5,752 $1.61M 0.44% +940 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 5,730 $1.6M 0.03% +47 13F-HR Timeline Castle Rock Wealth Management, LLC More: the full row for Castle Rock Wealth Management, LLC 5,867 $1.6M 0.35% -589 13F-HR Timeline GREENLEAF TRUST More: the full row for GREENLEAF TRUST 5,724 $1.6M 0.02% -490 13F-HR Timeline Fortitude Advisory Group L.L.C. More: the full row for Fortitude Advisory Group L.L.C. 5,710 $1.59M 0.72% new 13F-HR Timeline Hendershot Investments Inc. More: the full row for Hendershot Investments Inc. 5,701 $1.59M 0.21% 0 13F-HR Timeline Nicholson Wealth Management Group, LLC More: the full row for Nicholson Wealth Management Group, LLC 5,648 $1.58M 0.92% +433 13F-HR Timeline COMPASS CAPITAL CORP /MA/ /ADV More: the full row for COMPASS CAPITAL CORP /MA/ /ADV 4,989 $1.57M 0.56% -1,904 13F-HR Timeline Pine Valley Investments Ltd Liability Co More: the full row for Pine Valley Investments Ltd Liability Co 5,540 $1.55M 0.08% -95 13F-HR Timeline Donoghue Forlines LLC More: the full row for Donoghue Forlines LLC 5,534 $1.55M 0.43% +1,428 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 5,520 $1.54M 0.06% +405 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 5,359 $1.54M 0.03% +281 13F-HR Timeline CAPITAL MANAGEMENT ASSOCIATES /NY/ More: the full row for CAPITAL MANAGEMENT ASSOCIATES /NY/ 5,500 $1.54M 2.55% 0 13F-HR Timeline Werlinich Asset Management, LLC More: the full row for Werlinich Asset Management, LLC 5,475 $1.53M 0.74% new 13F-HR Timeline ALPS ADVISORS INC in group ALPS ADVISORS INC More: the full row for ALPS ADVISORS INC 5,457 $1.52M 0.01% +1,021 13F-HR Timeline Group TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 5,452 $1.52M 0.12% +623 13F-HR Timeline Caliber Wealth Management, LLC / KS More: the full row for Caliber Wealth Management, LLC / KS 5,446 $1.52M 0.17% new 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 5,401 $1.51M 0.12% +77 13F-HR Timeline Bosman Wealth Management, LLC More: the full row for Bosman Wealth Management, LLC 5,380 $1.5M 1.32% -449 13F-HR Timeline RICHARDS, MERRILL & PETERSON, INC. More: the full row for RICHARDS, MERRILL & PETERSON, INC. 5,377 $1.5M 0.55% +274 13F-HR Timeline Penobscot Investment Management Company… More: the full row for Penobscot Investment Management Company, Inc. 5,352 $1.49M 0.12% new 13F-HR Timeline MORTON COMMUNITY BANK More: the full row for MORTON COMMUNITY BANK 5,338 $1.49M 0.32% +252 13F-HR Timeline 111 Capital More: the full row for 111 Capital 5,329 $1.49M 0.37% +2,453 13F-HR Timeline Sava Infond d.o.o. More: the full row for Sava Infond d.o.o. 5,270 $1.47M 0.21% 0 13F-HR Timeline Tema ETFs LLC More: the full row for Tema ETFs LLC 5,209 $1.45M 0.1% +210 13F-HR Timeline Tempo Wealth, LLC More: the full row for Tempo Wealth, LLC 5,181 $1.45M 0.25% +562 13F-HR Timeline Riggs Asset Managment Co. Inc. More: the full row for Riggs Asset Managment Co. Inc. 5,152 $1.44M 0.3% -27 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 5,147 $1.44M 0.01% +2,235 13F-HR Timeline CASTLEARK MANAGEMENT LLC More: the full row for CASTLEARK MANAGEMENT LLC 5,120 $1.43M 0.05% -9,690 13F-HR Timeline Marshall Financial Group, LLC More: the full row for Marshall Financial Group, LLC 5,091 $1.42M 0.23% -23 13F-HR Timeline ARGUS INVESTORS' COUNSEL, INC. More: the full row for ARGUS INVESTORS' COUNSEL, INC. 5,053 $1.41M 1.25% +2,853 13F-HR Timeline GATEWAY INVESTMENT ADVISERS LLC More: the full row for GATEWAY INVESTMENT ADVISERS LLC 5,034 $1.41M 0.02% -19,708 13F-HR Timeline FIRST FOUNDATION ADVISORS in group FIRST FOUNDATION ADVISORS More: the full row for FIRST FOUNDATION ADVISORS 5,004 $1.4M 0.06% +1,172 13F-HR Timeline Group HM PAYSON & CO More: the full row for HM PAYSON & CO 5,003 $1.4M 0.02% +4,751 13F-HR Timeline Union Square Park Capital Management, L… More: the full row for Union Square Park Capital Management, LLC 5,000 $1.4M 1.22% 0 13F-HR/A Timeline ARDSLEY ADVISORY PARTNERS LP More: the full row for ARDSLEY ADVISORY PARTNERS LP 5,000 $1.39M 0.21% new 13F-HR Timeline Waterloo Capital, L.P. More: the full row for Waterloo Capital, L.P. 4,984 $1.39M 0.1% -773 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 4,981 $1.39M 0.03% +1,658 13F-HR Timeline Group Griffith & Werner, Inc. More: the full row for Griffith & Werner, Inc. 4,969 $1.39M 0.69% new 13F-HR Timeline JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 4,966 $1.39M 0.01% -147 13F-HR Timeline Laurion Capital Management LP More: the full row for Laurion Capital Management LP 4,965 $1.39M 0.13% new 13F-HR Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 4,914 $1.37M 0.05% +4,090 13F-HR Timeline SHELTON WEALTH MANAGEMENT, LLC More: the full row for SHELTON WEALTH MANAGEMENT, LLC 4,862 $1.36M 0.6% +580 13F-HR Timeline AZZAD ASSET MANAGEMENT INC /ADV More: the full row for AZZAD ASSET MANAGEMENT INC /ADV 4,860 $1.36M 0.14% +1,389 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 4,825 $1.35M 0.07% +33 13F-HR Timeline Group Coastline Trust Co More: the full row for Coastline Trust Co 4,808 $1.34M 0.13% +144 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. NICOLET BANKSHARES INC in group NICOLET BANKSHARES INC More: the full row for NICOLET BANKSHARES INC 4,784 $1.34M 0.05% new 13F-HR Timeline Group Fiduciary Alliance LLC More: the full row for Fiduciary Alliance LLC 4,532 $1.34M 0.08% -49 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 4,774 $1.33M 0.05% -1,422 13F-HR Timeline KENNEDY INVESTMENT GROUP, INC. More: the full row for KENNEDY INVESTMENT GROUP, INC. 4,759 $1.33M 0.52% -27 13F-HR Timeline Rithm Capital Corp. More: the full row for Rithm Capital Corp. 4,750 $1.33M 1.97% +500 13F-HR Timeline LAUREL OAK WEALTH MANAGEMENT, LLC More: the full row for LAUREL OAK WEALTH MANAGEMENT, LLC 4,738 $1.32M 0.22% +13 13F-HR Timeline Qsemble Capital Management, LP More: the full row for Qsemble Capital Management, LP 4,737 $1.32M 0.1% -1,438 13F-HR Timeline Plato Investment Management Ltd More: the full row for Plato Investment Management Ltd 4,729 $1.32M 0.09% +14 13F-HR Timeline WESBANCO BANK INC More: the full row for WESBANCO BANK INC 4,728 $1.32M 0.04% +310 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 4,723 $1.32M 0.2% +1 13F-HR Timeline Prudent Man Advisors, LLC More: the full row for Prudent Man Advisors, LLC 4,720 $1.32M 0.39% +1,979 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 4,712 $1.32M 0.03% -24 13F-HR Timeline Pathway Financial Advisers, LLC More: the full row for Pathway Financial Advisers, LLC 4,706 $1.31M 0.37% +555 13F-HR Timeline CHAPIN DAVIS, INC. More: the full row for CHAPIN DAVIS, INC. 4,700 $1.31M 0.29% +350 13F-HR Timeline Machina Capital S.A.S. More: the full row for Machina Capital S.A.S. 4,691 $1.31M 0.26% new 13F-HR Timeline Essex Financial Services, Inc. group of 2 filers holding More: the full row for Essex Financial Services, Inc. 4,649 $1.3M +145 Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 4,626 $1.29M 0.06% -513 13F-HR Timeline PIAR LLC More: the full row for PIAR LLC 4,620 $1.29M 1.09% -600 13F-HR Timeline PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 4,602 $1.29M 0.02% -1,527 13F-HR Timeline ALERUS FINANCIAL NA More: the full row for ALERUS FINANCIAL NA 4,554 $1.27M 0.06% -625 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 4,552 $1.27M 0.03% +105 13F-HR Timeline Partnership Wealth Management, LLC More: the full row for Partnership Wealth Management, LLC 4,489 $1.25M 0.96% 0 13F-HR Timeline Brevan Howard Capital Management LP in group Brevan Howard Capital Managem… More: the full row for Brevan Howard Capital Management LP 4,445 $1.24M 0.01% -1,534 13F-HR Timeline Group Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 4,443 $1.24M 0.04% +485 13F-HR Timeline Limestone Investment Advisors LP More: the full row for Limestone Investment Advisors LP 4,440 $1.24M 0.61% -50 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 4,407 $1.23M 0.02% +105 13F-HR Timeline Group Larson Financial Group LLC More: the full row for Larson Financial Group LLC 4,393 $1.23M 0.04% +501 13F-HR Timeline Board of the Pension Protection Fund More: the full row for Board of the Pension Protection Fund 4,360 $1.22M 1.12% +4,240 13F-HR Timeline Great Lakes Retirement, Inc. More: the full row for Great Lakes Retirement, Inc. 4,349 $1.21M 0.13% +2,826 13F-HR Timeline TCFG Investment Advisors, LLC group of 2 filers holding More: the full row for TCFG Investment Advisors, LLC 4,292 $1.2M -3,114 Timeline TICINO WEALTH More: the full row for TICINO WEALTH 4,118 $1.2M 0.42% +1,538 13F-HR Timeline FOSTER & MOTLEY INC More: the full row for FOSTER & MOTLEY INC 4,283 $1.2M 0.06% -1,387 13F-HR Timeline Zuckerman Investment Group, LLC More: the full row for Zuckerman Investment Group, LLC 4,277 $1.19M 0.11% 0 13F-HR Timeline apricus wealth, LLC More: the full row for apricus wealth, LLC 4,277 $1.19M 0.58% 0 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 4,267 $1.19M 0.04% -275 13F-HR Timeline Haverford Trust Co More: the full row for Haverford Trust Co 4,261 $1.19M 0.01% +646 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 4,254 $1.19M 0.04% +87 13F-HR Timeline Group Cordatus Wealth Management LLC More: the full row for Cordatus Wealth Management LLC 4,252 $1.19M 0.28% +7 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 4,251 $1.19M 0.02% +97 13F-HR Timeline Lansing Street Advisors More: the full row for Lansing Street Advisors 4,195 $1.17M 0.3% 0 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 3,847 $1.17M 0.02% +334 13F-HR Timeline PW Nova Financial Services LLC More: the full row for PW Nova Financial Services LLC 4,169 $1.16M 0.29% new 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 4,146 $1.16M 0.05% -701 13F-HR Timeline V-Square Quantitative Management LLC More: the full row for V-Square Quantitative Management LLC 4,117 $1.15M 0.12% +84 13F-HR Timeline Diversified Enterprises, LLC More: the full row for Diversified Enterprises, LLC 4,097 $1.14M 0.06% -462 13F-HR Timeline AEGON ASSET MANAGEMENT UK Plc More: the full row for AEGON ASSET MANAGEMENT UK Plc 4,091 $1.14M 0.02% -66,915 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. PTM WEALTH MANAGEMENT, LLC More: the full row for PTM WEALTH MANAGEMENT, LLC 4,144 $1.14M 0.6% -44 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 4,058 $1.13M 0.02% -1,126 13F-HR Timeline AssuredPartners Investment Advisors, LLC More: the full row for AssuredPartners Investment Advisors, LLC 4,097 $1.13M 0.12% new 13F-HR Timeline Argent Trust Co More: the full row for Argent Trust Co 4,029 $1.13M 0.04% +95 13F-HR Timeline Intesa Sanpaolo S.p.A. in group Intesa Sanpaolo S.p.A. More: the full row for Intesa Sanpaolo S.p.A. 4,000 $1.11M 0.07% -18,789 13F-HR Timeline Group CLOVERFIELDS CAPITAL GROUP, LP More: the full row for CLOVERFIELDS CAPITAL GROUP, LP 3,965 $1.11M 0.36% +12 13F-HR Timeline ARGONAUTICA PRIVATE WEALTH MANAGEMENT, … More: the full row for ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC 3,962 $1.11M 0.33% -191 13F-HR Timeline Crumly & Associates Inc. More: the full row for Crumly & Associates Inc. 3,954 $1.1M 0.23% +291 13F-HR Timeline CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 3,929 $1.1M 0.13% -1,049 13F-HR Timeline Kenora Financial, LLC More: the full row for Kenora Financial, LLC 3,927 $1.1M 0.38% 0 13F-HR Timeline INGALLS & SNYDER LLC More: the full row for INGALLS & SNYDER LLC 3,909 $1.09M 0.04% -159 13F-HR Timeline PeakShares LLC More: the full row for PeakShares LLC 3,885 $1.08M 1% +1,233 13F-HR Timeline AVISO WEALTH MANAGEMENT More: the full row for AVISO WEALTH MANAGEMENT 3,883 $1.08M 0.49% -2 13F-HR Timeline Willis Johnson & Associates, Inc. More: the full row for Willis Johnson & Associates, Inc. 3,866 $1.08M 0.06% -42 13F-HR Timeline Owen LaRue, LLC More: the full row for Owen LaRue, LLC 3,865 $1.08M 0.41% -5,266 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 3,826 $1.07M 0.01% +1,949 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 3,819 $1.07M 0.02% +81 13F-HR/A Timeline BankChampaign, National Association More: the full row for BankChampaign, National Association 3,818 $1.07M 1.06% +11 13F-HR Timeline Williams Jones Wealth Management, LLC. More: the full row for Williams Jones Wealth Management, LLC. 3,806 $1.06M 0.01% -1,089 13F-HR Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 3,794 $1.06M <0.01% +23 13F-HR Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 3,785 $1.06M 0.05% +83 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 3,739 $1.04M 0.02% +560 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 3,732 $1.04M 0.01% -1,741 13F-HR Timeline TITLEIST ASSET MANAGEMENT, LLC More: the full row for TITLEIST ASSET MANAGEMENT, LLC 3,725 $1.04M 0.08% +1,277 13F-HR Timeline INVESTMENT ADVISORY SERVICES INC /TX /A… More: the full row for INVESTMENT ADVISORY SERVICES INC /TX /ADV 3,724 $1.04M 0.33% +4 13F-HR Timeline Ponta Wealth Partners, LLC More: the full row for Ponta Wealth Partners, LLC 3,718 $1.04M 0.83% +157 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 3,677 $1.03M 0.02% +113 13F-HR Timeline STABLEFORD CAPITAL II LLC More: the full row for STABLEFORD CAPITAL II LLC 3,674 $1.03M 0.38% +454 13F-HR Timeline