AR ASSET MANAGEMENT INC More: the full row for AR ASSET MANAGEMENT INC 5,932 $1.95M 0.44% 0 13F-HR Timeline PARADIGM ASSET MANAGEMENT CO LLC More: the full row for PARADIGM ASSET MANAGEMENT CO LLC 5,875 $1.93M 0.51% 0 13F-HR Timeline FOSTER & MOTLEY INC More: the full row for FOSTER & MOTLEY INC 5,865 $1.93M 0.12% -830 13F-HR Timeline Baker Chad R More: the full row for Baker Chad R 5,841 $1.92M 0.39% 0 13F-HR Timeline THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 5,833 $1.92M 0.12% -140 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 5,806 $1.91M 0.06% -89 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 5,774 $1.9M 0.01% +588 13F-HR Timeline BURKE & HERBERT BANK & TRUST CO More: the full row for BURKE & HERBERT BANK & TRUST CO 5,703 $1.88M 0.45% +616 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 5,703 $1.88M 0.07% +3,120 13F-HR Timeline Edgemoor Investment Advisors, Inc. More: the full row for Edgemoor Investment Advisors, Inc. 5,683 $1.87M 0.17% 0 13F-HR Timeline Humankind Investments LLC More: the full row for Humankind Investments LLC 5,673 $1.87M 0.48% +379 13F-HR Timeline Castle Rock Wealth Management, LLC More: the full row for Castle Rock Wealth Management, LLC 5,622 $1.86M 0.5% -1,445 13F-HR Timeline Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 5,616 $1.85M 0.25% -49 13F-HR Timeline BNP PARIBAS in group BNP PARIBAS More: the full row for BNP PARIBAS 5,677 $1.85M 0.08% +2,014 13F-HR Timeline Group Optas, LLC More: the full row for Optas, LLC 5,612 $1.85M 0.32% +289 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 5,595 $1.84M 0.03% +376 13F-HR Timeline Inscription Capital, LLC More: the full row for Inscription Capital, LLC 5,029 $1.83M 0.3% 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 5,441 $1.82M 0.05% +366 13F-HR Timeline GRIES FINANCIAL LLC More: the full row for GRIES FINANCIAL LLC 5,517 $1.81M 0.35% -273 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 5,498 $1.81M 0.03% +3,165 13F-HR Timeline WESBANCO BANK INC More: the full row for WESBANCO BANK INC 5,464 $1.8M 0.06% -93 13F-HR Timeline Mach-1 Financial Group, LLC More: the full row for Mach-1 Financial Group, LLC 5,432 $1.79M 0.54% new 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 5,394 $1.77M 0.13% +2,381 13F-HR/A Timeline BAILARD, INC. More: the full row for BAILARD, INC. 5,386 $1.77M 0.05% +423 13F-HR Timeline Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 5,427 $1.77M +2,717 Timeline Legacy Advisors, LLC More: the full row for Legacy Advisors, LLC 5,339 $1.76M 0.18% +710 13F-HR Timeline REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 5,334 $1.75M 0.01% -435 13F-HR Timeline Group JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 5,291 $1.74M 0.02% -236 13F-HR Timeline iA Global Asset Management Inc. More: the full row for iA Global Asset Management Inc. 5,256 $1.73M 0.03% +2,503 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 5,253 $1.73M 0.09% +214 13F-HR/A Timeline Group Lipe & Dalton More: the full row for Lipe & Dalton 5,213 $1.72M 0.96% -619 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 5,210 $1.71M 0.16% -233 13F-HR/A Timeline NJ State Employees Deferred Compensatio… More: the full row for NJ State Employees Deferred Compensation Plan 5,200 $1.71M 0.22% 0 13F-HR Timeline Atria Wealth Solutions, Inc. More: the full row for Atria Wealth Solutions, Inc. 5,176 $1.7M 0.02% -2,048 13F-HR Timeline Legato Capital Management LLC More: the full row for Legato Capital Management LLC 5,164 $1.7M 0.23% 0 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 5,162 $1.7M 0.08% new 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 5,158 $1.7M 0.36% -15 13F-HR Timeline Sierra Legacy Group More: the full row for Sierra Legacy Group 5,157 $1.7M 1.55% 0 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 5,104 $1.68M 0.16% -140 13F-HR Timeline Generali Investments CEE, investicni sp… More: the full row for Generali Investments CEE, investicni spolecnost, a.s. 5,100 $1.68M 0.16% 0 13F-HR Timeline Alaethes Wealth, LLC More: the full row for Alaethes Wealth, LLC 5,090 $1.67M 0.61% +251 13F-HR Timeline DUMONT & BLAKE INVESTMENT ADVISORS LLC More: the full row for DUMONT & BLAKE INVESTMENT ADVISORS LLC 5,014 $1.65M 0.46% 0 13F-HR Timeline Horizon Investments, LLC More: the full row for Horizon Investments, LLC 5,012 $1.65M 0.05% +162 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 4,987 $1.64M 0.04% +1,125 13F-HR Timeline Group INTRUST BANK NA More: the full row for INTRUST BANK NA 4,948 $1.63M 0.16% +281 13F-HR Timeline WESCAP Management Group, Inc. More: the full row for WESCAP Management Group, Inc. 4,917 $1.62M 0.39% -47 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 4,866 $1.6M 0.04% +1,371 13F-HR Timeline HOWLAND CAPITAL MANAGEMENT LLC More: the full row for HOWLAND CAPITAL MANAGEMENT LLC 4,856 $1.6M 0.07% +799 13F-HR Timeline MUFG SECURITIES AMERICAS INC. More: the full row for MUFG SECURITIES AMERICAS INC. 4,846 $1.59M 0.19% +739 13F-HR Timeline SPC Financial, Inc. More: the full row for SPC Financial, Inc. 4,834 $1.59M 0.14% +2,003 13F-HR Timeline Navalign, LLC More: the full row for Navalign, LLC 4,774 $1.57M 0.45% +97 13F-HR Timeline CGN Advisors LLC More: the full row for CGN Advisors LLC 4,749 $1.56M 0.15% -303 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 4,730 $1.56M 0.05% +430 13F-HR Timeline Group AIA Group Ltd in group AIA Group Ltd More: the full row for AIA Group Ltd 4,724 $1.55M 0.04% +967 13F-HR Timeline Group Ellsworth Advisors, LLC More: the full row for Ellsworth Advisors, LLC 4,724 $1.55M 0.41% -14,140 13F-HR Timeline SILVERCREST ASSET MANAGEMENT GROUP LLC More: the full row for SILVERCREST ASSET MANAGEMENT GROUP LLC 4,707 $1.55M 0.01% +279 13F-HR Timeline TRUST CO OF OKLAHOMA More: the full row for TRUST CO OF OKLAHOMA 4,698 $1.55M 0.53% -13 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 4,658 $1.54M 0.08% -6 13F-HR Timeline INCEPTIONR LLC More: the full row for INCEPTIONR LLC 4,666 $1.54M 0.46% new 13F-HR Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 4,665 $1.53M 0.23% +2,285 13F-HR Timeline Cunning Capital Partners, LP More: the full row for Cunning Capital Partners, LP 4,643 $1.53M 0.97% -27 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 4,625 $1.52M 0.06% +2,026 13F-HR Timeline MOODY NATIONAL BANK TRUST DIVISION in group MOODY NATIONAL BANK TRUST DIV… More: the full row for MOODY NATIONAL BANK TRUST DIVISION 4,587 $1.51M 0.16% +34 13F-HR Timeline Group Lazard Freres Gestion S.A.S. More: the full row for Lazard Freres Gestion S.A.S. 4,566 $1.5M 0.04% +810 13F-HR Timeline Argent Trust Co More: the full row for Argent Trust Co 4,564 $1.5M 0.06% +321 13F-HR Timeline RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 4,560 $1.5M 0.04% -208 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 4,552 $1.5M 0.02% -100 13F-HR Timeline Group TOCQUEVILLE ASSET MANAGEMENT L.P. in group TOCQUEVILLE ASSET MANAGEMENT … More: the full row for TOCQUEVILLE ASSET MANAGEMENT L.P. 4,528 $1.49M 0.02% +28 13F-HR Timeline Group PLIMOTH TRUST CO LLC More: the full row for PLIMOTH TRUST CO LLC 4,476 $1.47M 0.38% new 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 4,472 $1.47M 0.04% +175 13F-HR Timeline BOYD WATTERSON ASSET MANAGEMENT LLC/OH More: the full row for BOYD WATTERSON ASSET MANAGEMENT LLC/OH 4,453 $1.47M 0.47% 0 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 4,444 $1.46M 0.19% -46 13F-HR Timeline LYNCH & ASSOCIATES/IN More: the full row for LYNCH & ASSOCIATES/IN 4,375 $1.44M 0.31% +30 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 4,375 $1.44M 0.03% -45 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 4,365 $1.44M 0.02% +22 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 4,355 $1.43M 0.08% -9 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 4,313 $1.42M 0.1% -152 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 4,312 $1.42M 0.12% +923 13F-HR Timeline PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 4,307 $1.42M 0.02% -99 13F-HR Timeline Applied Finance Capital Management, LLC More: the full row for Applied Finance Capital Management, LLC 4,295 $1.41M 0.1% +827 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 4,248 $1.4M 0.13% -69 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 4,237 $1.39M 0.04% +2,250 13F-HR Timeline Clear Harbor Asset Management, LLC More: the full row for Clear Harbor Asset Management, LLC 4,208 $1.38M 0.11% -675 13F-HR Timeline Capstone Financial Advisors, Inc. More: the full row for Capstone Financial Advisors, Inc. 4,182 $1.38M 0.09% 0 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 4,176 $1.37M 0.15% 0 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 4,176 $1.37M 0.03% +1,002 13F-HR Timeline AMG National Trust Bank More: the full row for AMG National Trust Bank 4,139 $1.36M 0.04% +426 13F-HR Timeline Bayforest Capital Ltd More: the full row for Bayforest Capital Ltd 4,112 $1.35M 0.59% new 13F-HR/A Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 4,098 $1.35M 0.03% -25 13F-HR Timeline CORNERCAP INVESTMENT COUNSEL INC More: the full row for CORNERCAP INVESTMENT COUNSEL INC 4,090 $1.35M 0.71% -68 13F-HR Timeline OUTFITTERS FINANCIAL LLC More: the full row for OUTFITTERS FINANCIAL LLC 4,075 $1.34M 1.21% -850 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 4,056 $1.33M 0.01% +274 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 4,054 $1.33M 0.04% +619 13F-HR Timeline Qtron Investments LLC More: the full row for Qtron Investments LLC 4,052 $1.33M 0.2% +1,498 13F-HR Timeline Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 4,041 $1.33M 0.06% -10 13F-HR Timeline Freedom Investment Management, Inc. More: the full row for Freedom Investment Management, Inc. 4,035 $1.33M 0.11% +678 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 4,033 $1.33M 0.04% +10 13F-HR Timeline Symmetry Partners, LLC More: the full row for Symmetry Partners, LLC 4,000 $1.32M 0.18% -92 13F-HR Timeline MBM WEALTH CONSULTANTS, LLC More: the full row for MBM WEALTH CONSULTANTS, LLC 3,986 $1.31M 0.39% +101 13F-HR Timeline CIDEL ASSET MANAGEMENT INC More: the full row for CIDEL ASSET MANAGEMENT INC 3,963 $1.3M 0.09% +368 13F-HR Timeline South Dakota Investment Council More: the full row for South Dakota Investment Council 3,962 $1.3M 0.03% 0 13F-HR Timeline HANCOCK WHITNEY CORP More: the full row for HANCOCK WHITNEY CORP 3,944 $1.3M 0.04% +403 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 3,921 $1.29M 0.02% +872 13F-HR Timeline CITY HOLDING CO More: the full row for CITY HOLDING CO 3,917 $1.29M 0.18% -85 13F-HR Timeline Aries Wealth Management More: the full row for Aries Wealth Management 3,912 $1.29M 0.35% -2 13F-HR Timeline TCV Trust & Wealth Management, Inc. More: the full row for TCV Trust & Wealth Management, Inc. 3,909 $1.29M 0.12% -131 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 3,898 $1.28M 0.02% +167 13F-HR Timeline Group Brooklyn Investment Group More: the full row for Brooklyn Investment Group 3,886 $1.28M 0.28% +1,529 13F-HR Timeline Concord Wealth Partners group of 2 filers holding More: the full row for Concord Wealth Partners 3,828 $1.27M +145 Timeline SFMG, LLC More: the full row for SFMG, LLC 3,860 $1.27M 0.1% +5 13F-HR Timeline Clarius Group, LLC More: the full row for Clarius Group, LLC 3,859 $1.27M 0.08% +1,446 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 3,791 $1.27M 0.04% +190 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 3,838 $1.26M 0.02% +2,548 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 3,821 $1.26M 0.06% +184 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 3,790 $1.25M 0.04% +95 13F-HR Timeline Allegheny Financial Group More: the full row for Allegheny Financial Group 3,774 $1.24M 0.32% 0 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 3,774 $1.24M 0.16% -109 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 3,767 $1.24M 0.02% 0 13F-HR Timeline Aberdeen Wealth Management LLC More: the full row for Aberdeen Wealth Management LLC 3,750 $1.23M 0.85% 0 13F-HR Timeline PROFUND ADVISORS LLC More: the full row for PROFUND ADVISORS LLC 3,745 $1.23M 0.05% -170 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 3,724 $1.23M 0.04% -12 13F-HR Timeline Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 3,684 $1.21M 0.05% +2,322 13F-HR Timeline SUMITOMO LIFE INSURANCE CO More: the full row for SUMITOMO LIFE INSURANCE CO 3,672 $1.21M 0.04% 0 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 3,666 $1.21M 0.01% +367 13F-HR Timeline Group Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 3,661 $1.2M 0.04% -568 13F-HR Timeline CAPITAL INTERNATIONAL SARL in group Capital International Investo… More: the full row for CAPITAL INTERNATIONAL SARL 3,644 $1.2M 0.03% +1,499 13F-HR Timeline Group Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 3,635 $1.2M 0.08% +154 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 3,672 $1.19M 0.12% +1,363 13F-HR Timeline Fiduciary Group, LLC More: the full row for Fiduciary Group, LLC 3,624 $1.19M 0.12% -1 13F-HR Timeline Portside Wealth Group, LLC More: the full row for Portside Wealth Group, LLC 3,613 $1.19M 0.19% +92 13F-HR/A Timeline Waterfront Wealth Inc. More: the full row for Waterfront Wealth Inc. 3,581 $1.18M 0.29% +175 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 3,505 $1.16M 0.03% +1,692 13F-HR Timeline SANDERS MORRIS HARRIS LLC More: the full row for SANDERS MORRIS HARRIS LLC 3,493 $1.16M 0.18% 0 13F-HR Timeline American State Bank (Iowa) More: the full row for American State Bank (Iowa) 3,511 $1.16M 0.7% 0 13F-HR Timeline FEDERATED HERMES, INC. in group FEDERATED HERMES, INC. More: the full row for FEDERATED HERMES, INC. 3,496 $1.15M <0.01% -12,840 13F-HR Timeline Group Lansforsakringar Fondforvaltning AB (pu… More: the full row for Lansforsakringar Fondforvaltning AB (publ) 3,474 $1.14M 0.01% +750 13F-HR Timeline Net Worth Advisory Group More: the full row for Net Worth Advisory Group 3,456 $1.14M 0.36% +176 13F-HR Timeline Wynn Capital, LLC More: the full row for Wynn Capital, LLC 3,451 $1.14M 0.67% +35 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 3,447 $1.13M 0.05% -223 13F-HR Timeline Wellington Shields Capital Management, … group of 2 filers holding More: the full row for Wellington Shields Capital Management, LLC 3,442 $1.13M 0 Timeline Trust Investment Advisors More: the full row for Trust Investment Advisors 3,441 $1.13M 0.73% +55 13F-HR Timeline Procyon Advisors, LLC More: the full row for Procyon Advisors, LLC 3,438 $1.13M 0.07% new 13F-HR Timeline EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 3,417 $1.12M 0.02% +229 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 3,405 $1.12M 0.03% +242 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 3,405 $1.12M 0.15% 0 13F-HR Timeline GROESBECK INVESTMENT MANAGEMENT CORP /N… More: the full row for GROESBECK INVESTMENT MANAGEMENT CORP /NJ/ 3,390 $1.11M 1.56% 0 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 3,376 $1.11M 0.08% +141 13F-HR Timeline Carnegie Investment Counsel More: the full row for Carnegie Investment Counsel 3,490 $1.1M 0.03% +136 13F-HR Timeline DELTA FINANCIAL ADVISORS LLC More: the full row for DELTA FINANCIAL ADVISORS LLC 3,327 $1.09M 0.41% -41 13F-HR Timeline Hartford Financial Management Inc. More: the full row for Hartford Financial Management Inc. 3,321 $1.09M 0.23% -336 13F-HR Timeline Winthrop Advisory Group LLC More: the full row for Winthrop Advisory Group LLC 3,303 $1.09M 0.13% -198 13F-HR Timeline Freedom Day Solutions, LLC More: the full row for Freedom Day Solutions, LLC 3,281 $1.08M 0.33% -75 13F-HR Timeline Cornerstone Wealth Group, LLC More: the full row for Cornerstone Wealth Group, LLC 3,277 $1.08M 0.09% +170 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 3,277 $1.08M 0.08% +19 13F-HR Timeline HEALTHCARE OF ONTARIO PENSION PLAN TRUS… More: the full row for HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 3,264 $1.07M <0.01% -32,736 13F-HR Timeline TOWER BRIDGE ADVISORS More: the full row for TOWER BRIDGE ADVISORS 3,227 $1.06M 0.12% -358 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 3,219 $1.06M 0.03% +36 13F-HR Timeline DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 3,212 $1.06M 0.03% +1,063 13F-HR Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 3,211 $1.06M 0.06% -144 13F-HR Timeline Trust Asset Management LLC More: the full row for Trust Asset Management LLC 3,211 $1.06M 0.09% -314 13F-HR Timeline NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 3,199 $1.05M 0.12% -50 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 3,179 $1.05M 0.04% +734 13F-HR Timeline Norway Savings Bank More: the full row for Norway Savings Bank 3,175 $1.04M 0.59% 0 13F-HR Timeline Bank Julius Baer & Co. Ltd, Zurich More: the full row for Bank Julius Baer & Co. Ltd, Zurich 3,150 $1.04M <0.01% +296 13F-HR/A Timeline SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 3,149 $1.04M 0.06% +1,631 13F-HR Timeline Bluespring Wealth Management, LLC More: the full row for Bluespring Wealth Management, LLC 3,140 $1.03M 0.11% -29 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 3,080 $1.03M 0.11% +49 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 3,130 $1.03M 0.03% +1,494 13F-HR/A Timeline Catalyst Funds Management Pty Ltd More: the full row for Catalyst Funds Management Pty Ltd 3,120 $1.03M 0.27% +2,120 13F-HR Timeline AFFINITY INVESTMENT ADVISORS, LLC More: the full row for AFFINITY INVESTMENT ADVISORS, LLC 3,110 $1.02M 0.83% +120 13F-HR Timeline Diversify Advisory Services, LLC group of 2 filers holding More: the full row for Diversify Advisory Services, LLC 3,030 $1.02M -461 Timeline Heritage Trust Co More: the full row for Heritage Trust Co 3,095 $1.02M 0.12% -340 13F-HR Timeline SIG BROKERAGE, LP More: the full row for SIG BROKERAGE, LP 3,086 $1.02M 0.3% -230 13F-HR Timeline FIRST NATIONAL BANK OF OMAHA group of 2 filers holding More: the full row for FIRST NATIONAL BANK OF OMAHA 3,065 $1.01M +685 Timeline CSS LLC/IL More: the full row for CSS LLC/IL 3,029 $997K 0.07% -491 13F-HR Timeline Ramirez Asset Management, Inc. More: the full row for Ramirez Asset Management, Inc. 3,009 $990K 0.21% 0 13F-HR Timeline Rossmore Private Capital More: the full row for Rossmore Private Capital 2,983 $981K 0.12% -40 13F-HR Timeline Mattson Financial Services, LLC More: the full row for Mattson Financial Services, LLC 2,953 $972K 0.29% +372 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 2,948 $970K 0.04% -38 13F-HR Timeline ASHTON THOMAS SECURITIES, LLC More: the full row for ASHTON THOMAS SECURITIES, LLC 2,940 $967K 0.27% +922 13F-HR Timeline FineMark National Bank & Trust More: the full row for FineMark National Bank & Trust 2,935 $966K 0.04% -78 13F-HR Timeline Campbell & CO Investment Adviser LLC More: the full row for Campbell & CO Investment Adviser LLC 2,927 $963K 0.07% new 13F-HR Timeline DUNCKER STREETT & CO INC More: the full row for DUNCKER STREETT & CO INC 2,924 $962K 0.19% 0 13F-HR Timeline Future Fund LLC More: the full row for Future Fund LLC 2,921 $961K 1.24% new 13F-HR Timeline KANAWHA CAPITAL MANAGEMENT LLC More: the full row for KANAWHA CAPITAL MANAGEMENT LLC 2,921 $961K 0.07% 0 13F-HR Timeline Generali Investments Towarzystwo Fundus… in group Generali Powszechne Towarzyst… More: the full row for Generali Investments Towarzystwo Funduszy Inwestycyjnych 2,900 $954K 0.61% +100 13F-HR Timeline Group Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 2,896 $953K 0.08% +424 13F-HR Timeline Ipswich Investment Management Co., Inc. More: the full row for Ipswich Investment Management Co., Inc. 2,864 $942K 0.23% 0 13F-HR Timeline CAPE COD FIVE CENTS SAVINGS BANK More: the full row for CAPE COD FIVE CENTS SAVINGS BANK 2,701 $936K 0.09% 0 13F-HR Timeline NEVILLE RODIE & SHAW INC More: the full row for NEVILLE RODIE & SHAW INC 2,844 $935K 0.07% -591 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 2,838 $934K 0.06% +663 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 2,824 $929K 0.02% +578 13F-HR Timeline SIH Partners, LLLP in group SIH Partners, LLLP More: the full row for SIH Partners, LLLP 2,820 $928K 0.08% new 13F-HR Timeline Group COOKSON PEIRCE & CO INC More: the full row for COOKSON PEIRCE & CO INC 2,818 $927K 0.05% +340 13F-HR Timeline First Western Trust Bank More: the full row for First Western Trust Bank 2,818 $927K 0.04% -21 13F-HR Timeline Mechanics Bank Trust Department More: the full row for Mechanics Bank Trust Department 2,800 $921K 0.13% -100 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 2,792 $919K 0.04% -559 13F-HR Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 2,789 $918K 0.01% -338 13F-HR Timeline Alhambra Investment Management LLC More: the full row for Alhambra Investment Management LLC 2,782 $915K 0.47% +57 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 2,778 $914K 0.03% +674 13F-HR Timeline