BURNEY CO/ More: the full row for BURNEY CO/ 6,169 $2.04M 0.07% -280 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 6,071 $2.01M 0.13% +677 13F-HR Timeline DUMONT & BLAKE INVESTMENT ADVISORS LLC More: the full row for DUMONT & BLAKE INVESTMENT ADVISORS LLC 6,068 $2.01M 0.52% +1,054 13F-HR Timeline Cannon Advisors, Inc. More: the full row for Cannon Advisors, Inc. 6,057 $2M 1.61% -285 13F-HR Timeline UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT… More: the full row for UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT CO 6,045 $2M 0.31% -8,772 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 7,371 $2M 0.03% -444 13F-HR Timeline FOSTER & MOTLEY INC More: the full row for FOSTER & MOTLEY INC 6,037 $2M 0.12% +172 13F-HR Timeline Supplemental Annuity Collective Trust o… More: the full row for Supplemental Annuity Collective Trust of NJ 6,000 $1.98M 0.56% 0 13F-HR Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 5,992 $1.98M 0.11% -77 13F-HR Timeline AR ASSET MANAGEMENT INC More: the full row for AR ASSET MANAGEMENT INC 5,932 $1.96M 0.44% 0 13F-HR Timeline MUFG SECURITIES AMERICAS INC. More: the full row for MUFG SECURITIES AMERICAS INC. 5,920 $1.96M 0.17% +1,074 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 5,924 $1.95M 0.01% +150 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 6,261 $1.94M 0.08% +1,603 13F-HR Timeline HOWLAND CAPITAL MANAGEMENT LLC More: the full row for HOWLAND CAPITAL MANAGEMENT LLC 5,854 $1.94M 0.08% +998 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 5,847 $1.93M 0.06% +41 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 5,817 $1.92M 0.07% +114 13F-HR Timeline Inscription Capital, LLC More: the full row for Inscription Capital, LLC 5,764 $1.91M 0.27% +735 13F-HR Timeline Edgemoor Investment Advisors, Inc. More: the full row for Edgemoor Investment Advisors, Inc. 5,715 $1.89M 0.16% +32 13F-HR Timeline Hudson Canyon Capital Management More: the full row for Hudson Canyon Capital Management 5,704 $1.89M 1.17% new 13F-HR Timeline BURKE & HERBERT BANK & TRUST CO More: the full row for BURKE & HERBERT BANK & TRUST CO 5,702 $1.88M 0.42% -1 13F-HR Timeline King Wealth Management Group More: the full row for King Wealth Management Group 5,692 $1.88M 0.26% -1,565 13F-HR Timeline BNP PARIBAS in group BNP PARIBAS More: the full row for BNP PARIBAS 5,677 $1.88M 0.06% 0 13F-HR Timeline Group DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 5,686 $1.88M 0.04% +2,474 13F-HR Timeline AlphaStar Capital Management, LLC More: the full row for AlphaStar Capital Management, LLC 5,635 $1.86M 0.13% new 13F-HR Timeline Point72 Asia (Singapore) Pte. Ltd. More: the full row for Point72 Asia (Singapore) Pte. Ltd. 5,580 $1.84M 0.33% new 13F-HR Timeline Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 5,575 $1.84M 0.21% -41 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 5,554 $1.84M 0.09% +301 13F-HR Timeline Group GRIES FINANCIAL LLC More: the full row for GRIES FINANCIAL LLC 5,533 $1.83M 0.33% +16 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 5,498 $1.82M 0.14% +288 13F-HR Timeline Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 5,493 $1.82M 0.14% +3,666 13F-HR Timeline BAILARD, INC. More: the full row for BAILARD, INC. 5,464 $1.81M 0.04% +78 13F-HR Timeline WESBANCO BANK INC More: the full row for WESBANCO BANK INC 5,425 $1.79M 0.05% -39 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 5,351 $1.77M 0.07% +189 13F-HR Timeline REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 5,337 $1.76M 0.01% +3 13F-HR Timeline Group Bath Savings Trust Co More: the full row for Bath Savings Trust Co 5,337 $1.76M 0.18% -950 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 5,919 $1.75M 0.04% +478 13F-HR Timeline Alaethes Wealth, LLC More: the full row for Alaethes Wealth, LLC 5,301 $1.75M 0.52% +211 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 5,283 $1.75M 0.12% +971 13F-HR Timeline HANCOCK WHITNEY CORP More: the full row for HANCOCK WHITNEY CORP 5,279 $1.75M 0.03% +1,335 13F-HR Timeline Baker Chad R More: the full row for Baker Chad R 5,254 $1.74M 0.32% -587 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 5,232 $1.73M 0.32% +74 13F-HR Timeline Ellsworth Advisors, LLC More: the full row for Ellsworth Advisors, LLC 5,204 $1.72M 0.42% +480 13F-HR Timeline Lipe & Dalton More: the full row for Lipe & Dalton 5,199 $1.72M 0.93% -14 13F-HR Timeline Legato Capital Management LLC More: the full row for Legato Capital Management LLC 5,164 $1.71M 0.2% 0 13F-HR Timeline Mach-1 Financial Group, LLC More: the full row for Mach-1 Financial Group, LLC 5,155 $1.7M 0.5% -277 13F-HR Timeline Sierra Legacy Group More: the full row for Sierra Legacy Group 5,147 $1.7M 1.32% -10 13F-HR Timeline RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 5,140 $1.7M 0.04% +580 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 5,104 $1.69M 0.14% 0 13F-HR Timeline Generali Investments CEE, investicni sp… More: the full row for Generali Investments CEE, investicni spolecnost, a.s. 5,100 $1.69M 0.14% 0 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 5,068 $1.68M 0.03% +81 13F-HR Timeline Group Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 5,021 $1.66M 0.15% +773 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 5,018 $1.66M 0.05% +1,357 13F-HR Timeline JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 5,009 $1.66M 0.01% -282 13F-HR Timeline SVB WEALTH LLC More: the full row for SVB WEALTH LLC 4,969 $1.64M 0.09% new 13F-HR Timeline INTRUST BANK NA More: the full row for INTRUST BANK NA 4,966 $1.64M 0.15% +18 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 4,940 $1.63M 0.01% +1,274 13F-HR Timeline Group Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 4,919 $1.63M 0.02% +367 13F-HR Timeline Group COOKSON PEIRCE & CO INC More: the full row for COOKSON PEIRCE & CO INC 4,912 $1.62M 0.07% +2,094 13F-HR Timeline TOCQUEVILLE ASSET MANAGEMENT L.P. in group TOCQUEVILLE ASSET MANAGEMENT … More: the full row for TOCQUEVILLE ASSET MANAGEMENT L.P. 4,868 $1.61M 0.02% +340 13F-HR Timeline Group Brooklyn Investment Group More: the full row for Brooklyn Investment Group 4,818 $1.59M 0.21% +932 13F-HR/A Timeline PRELUDE CAPITAL MANAGEMENT, LLC More: the full row for PRELUDE CAPITAL MANAGEMENT, LLC 4,810 $1.59M 0.16% new 13F-HR Timeline WESCAP Management Group, Inc. More: the full row for WESCAP Management Group, Inc. 4,770 $1.58M 0.36% -147 13F-HR Timeline Perbak Capital Partners LLP More: the full row for Perbak Capital Partners LLP 4,761 $1.57M 0.36% new 13F-HR Timeline TRUST CO OF OKLAHOMA More: the full row for TRUST CO OF OKLAHOMA 4,754 $1.57M 0.5% +56 13F-HR Timeline CGN Advisors LLC More: the full row for CGN Advisors LLC 4,747 $1.57M 0.14% -2 13F-HR Timeline OneAscent Financial Services LLC group of 4 filers holding More: the full row for OneAscent Financial Services LLC 4,699 $1.56M -3,109 Timeline SPC Financial, Inc. More: the full row for SPC Financial, Inc. 4,704 $1.56M 0.13% -130 13F-HR Timeline PLIMOTH TRUST CO LLC More: the full row for PLIMOTH TRUST CO LLC 4,693 $1.55M 0.37% +217 13F-HR Timeline Edgestream Partners, L.P. More: the full row for Edgestream Partners, L.P. 4,691 $1.55M 0.04% new 13F-HR Timeline Optas, LLC More: the full row for Optas, LLC 4,681 $1.55M 0.29% -931 13F-HR Timeline Navalign, LLC More: the full row for Navalign, LLC 4,664 $1.54M 0.43% -110 13F-HR Timeline Argent Trust Co More: the full row for Argent Trust Co 4,663 $1.54M 0.06% +99 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 4,646 $1.54M 0.03% +1,141 13F-HR Timeline Cunning Capital Partners, LP More: the full row for Cunning Capital Partners, LP 4,643 $1.53M 0.8% 0 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 4,594 $1.52M 0.02% +229 13F-HR/A Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 4,587 $1.52M 0.04% +797 13F-HR/A Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 4,559 $1.51M 0.01% -1,658 13F-HR/A Timeline SILVERCREST ASSET MANAGEMENT GROUP LLC More: the full row for SILVERCREST ASSET MANAGEMENT GROUP LLC 4,547 $1.5M 0.01% -160 13F-HR Timeline Castle Rock Wealth Management, LLC More: the full row for Castle Rock Wealth Management, LLC 5,061 $1.49M 0.35% -561 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 4,500 $1.49M 0.03% +263 13F-HR Timeline YHB Investment Advisors, Inc. More: the full row for YHB Investment Advisors, Inc. 4,493 $1.49M 0.11% +2,230 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 4,475 $1.48M 0.11% +162 13F-HR Timeline GROESBECK INVESTMENT MANAGEMENT CORP /N… More: the full row for GROESBECK INVESTMENT MANAGEMENT CORP /NJ/ 4,431 $1.47M 2.57% +1,041 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 4,418 $1.46M 0.13% -169 13F-HR Timeline Group Lansforsakringar Fondforvaltning AB (pu… More: the full row for Lansforsakringar Fondforvaltning AB (publ) 4,415 $1.46M 0.01% +941 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 4,412 $1.46M 0.33% -5,948 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 4,406 $1.46M 0.16% -38 13F-HR Timeline LYNCH & ASSOCIATES/IN More: the full row for LYNCH & ASSOCIATES/IN 4,373 $1.45M 0.29% -2 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 4,354 $1.44M 0.04% +630 13F-HR Timeline Redwood Investment Management, LLC in group Redwood Investment Management… More: the full row for Redwood Investment Management, LLC 4,341 $1.44M 0.15% new 13F-HR/A Timeline Group Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 4,319 $1.43M 0.04% +286 13F-HR/A Timeline NJ State Employees Deferred Compensatio… More: the full row for NJ State Employees Deferred Compensation Plan 4,300 $1.42M 0.17% -900 13F-HR Timeline Lansing Street Advisors More: the full row for Lansing Street Advisors 4,293 $1.42M 0.42% +1,617 13F-HR Timeline THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 4,263 $1.41M 0.1% -1,570 13F-HR Timeline iSAM Funds (UK) Ltd in group iSAM Funds (UK) Ltd More: the full row for iSAM Funds (UK) Ltd 4,252 $1.41M 0.31% new 13F-HR Timeline Group Lazard Freres Gestion S.A.S. More: the full row for Lazard Freres Gestion S.A.S. 4,246 $1.4M 0.03% -320 13F-HR Timeline AMG National Trust Bank More: the full row for AMG National Trust Bank 4,240 $1.4M 0.04% +101 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 4,237 $1.4M 0.14% +61 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 4,216 $1.39M 0.01% +160 13F-HR Timeline Concord Wealth Partners group of 2 filers holding More: the full row for Concord Wealth Partners 4,214 $1.39M +386 Timeline Net Worth Advisory Group More: the full row for Net Worth Advisory Group 4,210 $1.39M 0.31% +754 13F-HR Timeline ST GERMAIN D J CO INC in group ST GERMAIN D J CO INC More: the full row for ST GERMAIN D J CO INC 4,206 $1.39M 0.06% +3,754 13F-HR Timeline Group CIDEL ASSET MANAGEMENT INC More: the full row for CIDEL ASSET MANAGEMENT INC 4,189 $1.38M 0.08% +226 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 4,187 $1.38M 0.07% -168 13F-HR Timeline Capstone Financial Advisors, Inc. More: the full row for Capstone Financial Advisors, Inc. 4,183 $1.38M 0.08% +1 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 5,167 $1.38M 0.02% +792 13F-HR Timeline Canada Post Corp Registered Pension Plan More: the full row for Canada Post Corp Registered Pension Plan 4,167 $1.38M 0.08% -21,541 13F-HR Timeline Clear Harbor Asset Management, LLC More: the full row for Clear Harbor Asset Management, LLC 4,166 $1.38M 0.1% -42 13F-HR Timeline MBM WEALTH CONSULTANTS, LLC More: the full row for MBM WEALTH CONSULTANTS, LLC 4,155 $1.37M 0.37% +169 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 4,151 $1.37M 0.04% -474 13F-HR Timeline PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 4,108 $1.36M 0.02% -199 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 4,106 $1.36M 0.15% +332 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 4,041 $1.34M 0.04% -13 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 4,036 $1.33M 0.03% -62 13F-HR Timeline Symmetry Partners, LLC More: the full row for Symmetry Partners, LLC 4,006 $1.32M 0.16% +6 13F-HR Timeline BOYD WATTERSON ASSET MANAGEMENT LLC/OH More: the full row for BOYD WATTERSON ASSET MANAGEMENT LLC/OH 4,003 $1.32M 0.42% -450 13F-HR Timeline CORNERCAP INVESTMENT COUNSEL INC More: the full row for CORNERCAP INVESTMENT COUNSEL INC 3,996 $1.32M 0.69% -94 13F-HR Timeline Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 3,985 $1.32M 0.05% +301 13F-HR Timeline Point72 Hong Kong Ltd More: the full row for Point72 Hong Kong Ltd 3,974 $1.31M 0.09% new 13F-HR Timeline Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 3,973 $1.31M 0.05% -68 13F-HR Timeline AFFINITY INVESTMENT ADVISORS, LLC More: the full row for AFFINITY INVESTMENT ADVISORS, LLC 3,971 $1.31M 0.99% +861 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 3,890 $1.29M 0.03% +485 13F-HR Timeline Machina Capital S.A.S. More: the full row for Machina Capital S.A.S. 3,869 $1.28M 0.27% new 13F-HR Timeline SFMG, LLC More: the full row for SFMG, LLC 3,861 $1.28M 0.1% +1 13F-HR Timeline WESTPAC BANKING CORP in group WESTPAC BANKING CORP More: the full row for WESTPAC BANKING CORP 3,857 $1.28M 0.09% +1,117 13F-HR Timeline Group Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 4,188 $1.27M 0.04% +397 13F-HR Timeline Aries Wealth Management More: the full row for Aries Wealth Management 3,827 $1.27M 0.33% -85 13F-HR Timeline Allegheny Financial Group More: the full row for Allegheny Financial Group 3,826 $1.26M 0.28% +52 13F-HR Timeline Hartford Financial Management Inc. More: the full row for Hartford Financial Management Inc. 3,820 $1.26M 0.35% +499 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 3,816 $1.26M 0.03% -360 13F-HR Timeline CITY HOLDING CO More: the full row for CITY HOLDING CO 3,807 $1.26M 0.16% -110 13F-HR Timeline Summit X, LLC More: the full row for Summit X, LLC 3,791 $1.25M 0.23% +1,655 13F-HR Timeline CAPITAL INTERNATIONAL SARL in group Capital International Investo… More: the full row for CAPITAL INTERNATIONAL SARL 3,765 $1.24M 0.02% +121 13F-HR Timeline Group Aberdeen Wealth Management LLC More: the full row for Aberdeen Wealth Management LLC 3,750 $1.24M 0.82% 0 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 3,750 $1.24M 0.02% -17 13F-HR Timeline TCV Trust & Wealth Management, Inc. More: the full row for TCV Trust & Wealth Management, Inc. 3,728 $1.23M 0.11% -181 13F-HR Timeline Clarius Group, LLC More: the full row for Clarius Group, LLC 3,719 $1.23M 0.07% -140 13F-HR Timeline HBW ADVISORY SERVICES LLC More: the full row for HBW ADVISORY SERVICES LLC 3,664 $1.21M 0.15% -7,733 13F-HR Timeline ALTFEST L J & CO INC More: the full row for ALTFEST L J & CO INC 3,650 $1.21M 0.14% +1,906 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 3,639 $1.2M 0.05% -182 13F-HR Timeline Haverford Trust Co More: the full row for Haverford Trust Co 3,625 $1.2M 0.01% +1,281 13F-HR Timeline Persistent Asset Partners Ltd More: the full row for Persistent Asset Partners Ltd 3,618 $1.2M 1.05% new 13F-HR Timeline Fiduciary Group, LLC More: the full row for Fiduciary Group, LLC 3,615 $1.2M 0.11% -9 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 3,588 $1.19M 0.08% -47 13F-HR Timeline Waterfront Wealth Inc. More: the full row for Waterfront Wealth Inc. 3,576 $1.18M 0.27% -5 13F-HR Timeline Canoe Financial LP More: the full row for Canoe Financial LP 3,549 $1.17M 0.02% +2,463 13F-HR Timeline Northeast Financial Group, Inc. in group Northeast Financial Group, In… More: the full row for Northeast Financial Group, Inc. 3,532 $1.17M 0.37% new 13F-HR Timeline Group Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 3,574 $1.17M 0.1% -98 13F-HR Timeline American State Bank (Iowa) More: the full row for American State Bank (Iowa) 3,511 $1.16M 0.64% 0 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 3,510 $1.16M 0.13% +1,005 13F-HR Timeline Carnegie Investment Counsel More: the full row for Carnegie Investment Counsel 3,508 $1.16M 0.02% +18 13F-HR Timeline Freedom Investment Management, Inc. More: the full row for Freedom Investment Management, Inc. 3,503 $1.16M 0.09% -532 13F-HR Timeline Wynn Capital, LLC More: the full row for Wynn Capital, LLC 3,476 $1.15M 0.61% +25 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 3,472 $1.15M 0.05% +25 13F-HR Timeline EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 3,468 $1.15M 0.01% +51 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 3,459 $1.14M 0.01% -439 13F-HR Timeline Group Wellington Shields Capital Management, … group of 2 filers holding More: the full row for Wellington Shields Capital Management, LLC 3,442 $1.14M 0 Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 3,440 $1.14M 0.14% +35 13F-HR Timeline SUMITOMO LIFE INSURANCE CO More: the full row for SUMITOMO LIFE INSURANCE CO 3,426 $1.13M 0.08% -246 13F-HR Timeline Portside Wealth Group, LLC More: the full row for Portside Wealth Group, LLC 3,426 $1.13M 0.17% -187 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 3,424 $1.13M 0.08% +48 13F-HR Timeline PROFUND ADVISORS LLC More: the full row for PROFUND ADVISORS LLC 3,412 $1.13M 0.04% -333 13F-HR Timeline Cornerstone Wealth Group, LLC More: the full row for Cornerstone Wealth Group, LLC 3,410 $1.13M 0.08% +133 13F-HR Timeline Catalyst Funds Management Pty Ltd More: the full row for Catalyst Funds Management Pty Ltd 3,400 $1.12M 0.31% +280 13F-HR Timeline CIM INVESTMENT MANAGEMENT INC More: the full row for CIM INVESTMENT MANAGEMENT INC 3,705 $1.12M 0.21% +1,849 13F-HR Timeline Winthrop Advisory Group LLC More: the full row for Winthrop Advisory Group LLC 3,368 $1.11M 0.11% +65 13F-HR Timeline Avestar Capital, LLC More: the full row for Avestar Capital, LLC 3,351 $1.11M 0.08% +861 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 3,344 $1.11M 0.07% +506 13F-HR Timeline Heritage Trust Co More: the full row for Heritage Trust Co 3,309 $1.09M 0.13% +214 13F-HR Timeline Freedom Day Solutions, LLC More: the full row for Freedom Day Solutions, LLC 3,280 $1.08M 0.32% -1 13F-HR Timeline Calydon Capital More: the full row for Calydon Capital 3,276 $1.08M 0.11% +2,186 13F-HR Timeline DELTA FINANCIAL ADVISORS LLC More: the full row for DELTA FINANCIAL ADVISORS LLC 3,258 $1.08M 0.38% -69 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 3,258 $1.08M 0.07% -19 13F-HR Timeline Trust Investment Advisors More: the full row for Trust Investment Advisors 3,239 $1.07M 0.65% -202 13F-HR Timeline Scott Marsh Financial, LLC More: the full row for Scott Marsh Financial, LLC 3,214 $1.06M 0.39% 13F-HR Timeline Trust Asset Management LLC More: the full row for Trust Asset Management LLC 3,211 $1.06M 0.08% 0 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 3,200 $1.06M 0.04% +2,398 13F-HR Timeline Bluespring Wealth Management, LLC More: the full row for Bluespring Wealth Management, LLC 3,197 $1.06M 0.1% +57 13F-HR Timeline Norway Savings Bank More: the full row for Norway Savings Bank 3,175 $1.05M 0.54% 0 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 3,173 $1.05M 0.04% -1,557 13F-HR Timeline Group Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 3,171 $1.05M 0.01% -750 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 3,155 $1.04M 0.03% -64 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 3,150 $1.04M 0.03% +20 13F-HR/A Timeline Bank Julius Baer & Co. Ltd, Zurich More: the full row for Bank Julius Baer & Co. Ltd, Zurich 3,150 $1.04M <0.01% 0 13F-HR/A Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 3,117 $1.03M 0.05% -2,923 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 3,103 $1.03M 0.04% +155 13F-HR Timeline FIRST NATIONAL BANK OF OMAHA group of 2 filers holding More: the full row for FIRST NATIONAL BANK OF OMAHA 3,070 $1.01M +5 Timeline Perpetual Ltd in group Perpetual Ltd More: the full row for Perpetual Ltd 3,065 $1.01M 0.01% +1,117 13F-HR Timeline Group Larson Financial Group LLC More: the full row for Larson Financial Group LLC 3,051 $1.01M 0.04% +259 13F-HR Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 3,046 $1.01M 0.07% +739 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 3,044 $1.01M 0.04% -135 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 3,037 $1M 0.04% +1,234 13F-HR Timeline Group Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 3,024 $1000K -2,403 Timeline Ramirez Asset Management, Inc. More: the full row for Ramirez Asset Management, Inc. 3,009 $995K 0.15% 0 13F-HR Timeline Linden Thomas Advisory Services, LLC More: the full row for Linden Thomas Advisory Services, LLC 2,985 $987K 0.11% +569 13F-HR Timeline Rossmore Private Capital More: the full row for Rossmore Private Capital 2,982 $986K 0.12% -1 13F-HR Timeline Procyon Advisors, LLC More: the full row for Procyon Advisors, LLC 2,929 $968K 0.09% -509 13F-HR Timeline KANAWHA CAPITAL MANAGEMENT LLC More: the full row for KANAWHA CAPITAL MANAGEMENT LLC 2,921 $966K 0.07% 0 13F-HR Timeline ASHTON THOMAS SECURITIES, LLC More: the full row for ASHTON THOMAS SECURITIES, LLC 2,904 $960K 0.23% -36 13F-HR Timeline Generali Investments Towarzystwo Fundus… in group Generali Powszechne Towarzyst… More: the full row for Generali Investments Towarzystwo Funduszy Inwestycyjnych 2,900 $959K 0.5% 0 13F-HR Timeline Group