OneAscent Financial Services LLC group of 3 filers holding More: the full row for OneAscent Financial Services LLC 25,942 $775K -6,958 Timeline Flagship Capital Management Inc. More: the full row for Flagship Capital Management Inc. 25,890 $774K 0.55% 13F-HR Timeline EDMOND DE ROTHSCHILD HOLDING S.A. in group EDMOND DE ROTHSCHILD HOLDING … More: the full row for EDMOND DE ROTHSCHILD HOLDING S.A. 25,500 $762K 0.01% 0 13F-HR Timeline Group AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 25,363 $758K 0.02% -1,056 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 25,294 $756K 0.01% -14,093 13F-HR Timeline DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 25,281 $756K 0.15% -3,387 13F-HR Timeline Wealth Management Associates, Inc. More: the full row for Wealth Management Associates, Inc. 25,254 $755K 0.26% -1,207 13F-HR Timeline Intrua Financial, LLC More: the full row for Intrua Financial, LLC 25,192 $753K 0.08% -661 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 26,826 $751K 0.01% -4,856 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 25,027 $748K 0.05% -3,211 13F-HR Timeline ArrowMark Colorado Holdings LLC More: the full row for ArrowMark Colorado Holdings LLC 25,000 $747K 0.02% 0 13F-HR Timeline INTRUST BANK NA More: the full row for INTRUST BANK NA 24,985 $747K 0.06% -5,264 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 24,809 $742K 0.02% +3,429 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 25,004 $737K 0.04% +172 13F-HR Timeline Herold Advisors, Inc. More: the full row for Herold Advisors, Inc. 24,595 $735K 0.16% -2,755 13F-HR Timeline Astra Wealth Partners LLC More: the full row for Astra Wealth Partners LLC 24,441 $731K 0.45% +211 13F-HR Timeline CSS LLC/IL More: the full row for CSS LLC/IL 24,408 $730K 0.04% -23,710 13F-HR Timeline CHICAGO TRUST Co NA More: the full row for CHICAGO TRUST Co NA 24,346 $728K 0.11% -14,958 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 24,288 $726K 0.08% -11,631 13F-HR Timeline Carnegie Investment Counsel More: the full row for Carnegie Investment Counsel 24,146 $722K 0.01% -21,292 13F-HR Timeline CFS Investment Advisory Services, LLC More: the full row for CFS Investment Advisory Services, LLC 23,993 $717K 0.05% +3,333 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 23,978 $717K 0.01% -11,060 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 23,869 $713K 0.03% -14,044 13F-HR Timeline BURNEY CO/ More: the full row for BURNEY CO/ 23,868 $713K 0.02% -7,807 13F-HR Timeline Michels Family Financial, LLC More: the full row for Michels Family Financial, LLC 23,721 $709K 0.52% +3,656 13F-HR Timeline Berkeley Capital Partners, LLC More: the full row for Berkeley Capital Partners, LLC 23,670 $707K 0.17% -22,034 13F-HR Timeline Livforsakringsbolaget Skandia, Omsesidi… More: the full row for Livforsakringsbolaget Skandia, Omsesidigt 23,663 $707K 0.03% -114,255 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 23,626 $706K 0.05% -7,323 13F-HR Timeline Strid Group, LLC More: the full row for Strid Group, LLC 23,593 $705K 0.09% 0 13F-HR Timeline Sterling Investment Advisors, Ltd. More: the full row for Sterling Investment Advisors, Ltd. 23,477 $702K 0.13% -1,731 13F-HR Timeline MJP ASSOCIATES INC /ADV More: the full row for MJP ASSOCIATES INC /ADV 23,452 $701K 0.09% -439 13F-HR Timeline SPWM Advisors LLC More: the full row for SPWM Advisors LLC 23,430 $700K 0.67% 13F-HR Timeline CAISSE DES DEPOTS ET CONSIGNATIONS More: the full row for CAISSE DES DEPOTS ET CONSIGNATIONS 23,428 $700K 0.02% -153,517 13F-HR Timeline Optas, LLC More: the full row for Optas, LLC 23,424 $700K 0.11% +10,660 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 23,325 $697K 0.13% +425 13F-HR Timeline Holistic Financial Partners More: the full row for Holistic Financial Partners 23,292 $696K 0.25% +53 13F-HR Timeline FineMark National Bank & Trust More: the full row for FineMark National Bank & Trust 23,272 $696K 0.02% -4,189 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 23,151 $692K 0.01% +4,538 13F-HR Timeline MSA Advisors, LLC More: the full row for MSA Advisors, LLC 22,988 $687K 0.17% 0 13F-HR Timeline ANCHYRA PARTNERS LLC More: the full row for ANCHYRA PARTNERS LLC 22,981 $687K 0.21% 13F-HR Timeline Sawyer & Company, Inc More: the full row for Sawyer & Company, Inc 22,976 $687K 0.24% -764 13F-HR Timeline SAGE PRIVATE WEALTH GROUP, LLC More: the full row for SAGE PRIVATE WEALTH GROUP, LLC 22,968 $687K 0.37% +1,132 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 22,958 $686K 0.05% +119 13F-HR Timeline Hills Bank & Trust Co in group Hills Bank & Trust Co More: the full row for Hills Bank & Trust Co 22,936 $686K 0.04% -46,258 13F-HR Timeline Group Columbia Asset Management More: the full row for Columbia Asset Management 22,869 $684K 0.12% +8,040 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 22,811 $682K 0.03% +1,729 13F-HR Timeline Stokes Family Office, LLC More: the full row for Stokes Family Office, LLC 22,725 $679K 0.06% -190 13F-HR Timeline M Holdings Securities, Inc. More: the full row for M Holdings Securities, Inc. 22,683 $678K 0.05% new 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 22,672 $678K 0.02% -903 13F-HR Timeline Trust Co More: the full row for Trust Co 22,607 $676K 0.06% +8,008 13F-HR Timeline Advocate Investing Services LLC More: the full row for Advocate Investing Services LLC 22,570 $675K 0.6% 13F-HR Timeline MOKAN Wealth Management Inc. More: the full row for MOKAN Wealth Management Inc. 22,559 $674K 0.3% +1,180 13F-HR Timeline WEATHERLY ASSET MANAGEMENT L. P. More: the full row for WEATHERLY ASSET MANAGEMENT L. P. 22,555 $674K 0.05% -417 13F-HR Timeline KCM INVESTMENT ADVISORS LLC More: the full row for KCM INVESTMENT ADVISORS LLC 22,489 $672K 0.02% -718 13F-HR Timeline Gibbs Wealth Management More: the full row for Gibbs Wealth Management 23,596 $669K 0.16% -5,385 13F-HR Timeline Kera Capital Partners, Inc. More: the full row for Kera Capital Partners, Inc. 22,145 $659K 0.08% new 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 21,929 $657K 0.03% -1,018 13F-HR Timeline Bahl & Gaynor LLC More: the full row for Bahl & Gaynor LLC 21,958 $656K <0.01% -1,144 13F-HR Timeline Interchange Capital Partners, LLC More: the full row for Interchange Capital Partners, LLC 21,834 $653K 0.12% +1,710 13F-HR Timeline Acropolis Investment Management, LLC More: the full row for Acropolis Investment Management, LLC 21,813 $652K 0.03% -7,931 13F-HR Timeline CANANDAIGUA NATIONAL BANK & TRUST CO in group CANANDAIGUA NATIONAL BANK & T… More: the full row for CANANDAIGUA NATIONAL BANK & TRUST CO 21,803 $652K 0.06% -5,233 13F-HR Timeline Group Marex Group Ltd in group Marex Group Ltd More: the full row for Marex Group Ltd 21,803 $652K 0.01% +9,745 13F-HR Timeline Group Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 21,677 $648K 0.12% -778 13F-HR Timeline OLD SECOND NATIONAL BANK OF AURORA More: the full row for OLD SECOND NATIONAL BANK OF AURORA 21,628 $646K 0.13% -3,278 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 21,596 $646K 0.02% -548 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 21,519 $643K 0.01% -16,176 13F-HR Timeline BEACON INVESTMENT ADVISORY SERVICES, IN… More: the full row for BEACON INVESTMENT ADVISORY SERVICES, INC. 21,511 $643K 0.03% -2,544 13F-HR/A Timeline FISHMAN JAY A LTD/MI More: the full row for FISHMAN JAY A LTD/MI 21,500 $643K 0.05% 0 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 21,475 $642K 0.03% +3,103 13F-HR/A Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 21,437 $641K 0.03% -18,188 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 21,421 $640K 0.05% -11,326 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 21,330 $638K 0.03% -78,349 13F-HR Timeline New Republic Capital, LLC More: the full row for New Republic Capital, LLC 21,307 $637K 0.17% +14,707 13F-HR Timeline Gilbert & Cook, Inc. More: the full row for Gilbert & Cook, Inc. 21,283 $636K 0.08% +6,380 13F-HR Timeline CALTON & ASSOCIATES, INC. More: the full row for CALTON & ASSOCIATES, INC. 21,125 $631K 0.09% new 13F-HR Timeline Piscataqua Savings Bank More: the full row for Piscataqua Savings Bank 21,067 $629K 0.44% -122 13F-HR Timeline Wynn Capital, LLC More: the full row for Wynn Capital, LLC 21,046 $629K 0.31% -10,586 13F-HR Timeline TOWNSQUARE CAPITAL LLC More: the full row for TOWNSQUARE CAPITAL LLC 21,037 $629K 0.14% -547 13F-HR Timeline CHILTON CAPITAL MANAGEMENT LLC More: the full row for CHILTON CAPITAL MANAGEMENT LLC 21,018 $628K 0.02% -2,985 13F-HR Timeline Douglass Winthrop Advisors, LLC More: the full row for Douglass Winthrop Advisors, LLC 21,017 $628K 0.01% +472 13F-HR Timeline TMB Capital Partners, LLC More: the full row for TMB Capital Partners, LLC 20,952 $626K 0.21% 13F-HR Timeline Frec Markets, Inc. in group Frec Markets, Inc. More: the full row for Frec Markets, Inc. 20,944 $626K 0.18% 13F-HR Timeline Group FIRST AMERICAN TRUST, FSB More: the full row for FIRST AMERICAN TRUST, FSB 20,909 $625K 0.04% -363 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 20,895 $625K 0.02% +11,491 13F-HR Timeline Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 20,881 $624K 0.05% -3,229 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 20,674 $618K 0.06% +20,486 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 20,502 $613K 0.03% +18,532 13F-HR Timeline Coastal Bridge Advisors, LLC More: the full row for Coastal Bridge Advisors, LLC 20,497 $613K 0.05% +1,317 13F-HR Timeline SPINNAKER TRUST More: the full row for SPINNAKER TRUST 20,173 $603K 0.03% -16,308 13F-HR Timeline Traub Capital Management LLC More: the full row for Traub Capital Management LLC 20,166 $603K 0.58% +670 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 20,102 $601K 0.06% -35 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 20,085 $600K 0.26% +2,194 13F-HR Timeline SENTINEL TRUST CO LBA More: the full row for SENTINEL TRUST CO LBA 20,048 $599K 0.06% 0 13F-HR Timeline FARMERS & MERCHANTS TRUST Co OF LONG BE… More: the full row for FARMERS & MERCHANTS TRUST Co OF LONG BEACH 19,903 $595K 0.14% -5,390 13F-HR Timeline BERKSHIRE ASSET MANAGEMENT LLC/PA More: the full row for BERKSHIRE ASSET MANAGEMENT LLC/PA 19,850 $593K 0.03% -124 13F-HR Timeline Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 19,695 $589K 0.04% -21,956 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 19,690 $589K 0.04% -667 13F-HR Timeline ASAHI LIFE ASSET MANAGEMENT CO., LTD. More: the full row for ASAHI LIFE ASSET MANAGEMENT CO., LTD. 19,597 $586K 0.33% +5,265 13F-HR Timeline Lifeworks Advisors, LLC More: the full row for Lifeworks Advisors, LLC 19,578 $585K 0.08% -1,994 13F-HR Timeline Round Rock Advisors LLC More: the full row for Round Rock Advisors LLC 19,543 $584K 0.09% -11,511 13F-HR/A Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 19,495 $583K 0.02% +4,231 13F-HR Timeline SUMITOMO LIFE INSURANCE CO More: the full row for SUMITOMO LIFE INSURANCE CO 19,477 $582K 0.02% +4 13F-HR Timeline Encompass More Asset Management More: the full row for Encompass More Asset Management 19,430 $581K 0.11% +3,362 13F-HR Timeline Turtle Creek Wealth Advisors, LLC More: the full row for Turtle Creek Wealth Advisors, LLC 19,401 $580K 0.05% -2,045 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 19,390 $580K 0.02% +1,791 13F-HR Timeline ROCKLAND TRUST CO More: the full row for ROCKLAND TRUST CO 19,347 $578K 0.02% +4,759 13F-HR Timeline Wellington Shields Capital Management, … group of 2 filers holding More: the full row for Wellington Shields Capital Management, LLC 19,337 $578K -4,195 Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 19,290 $577K 0.04% -2,016 13F-HR Timeline AlphaQuest LLC More: the full row for AlphaQuest LLC 19,274 $576K 0.03% -91,170 13F-HR Timeline WealthTrust Axiom LLC More: the full row for WealthTrust Axiom LLC 19,244 $575K 0.15% -2,352 13F-HR Timeline Diversified Enterprises, LLC More: the full row for Diversified Enterprises, LLC 19,210 $574K 0.03% +1,898 13F-HR Timeline LORING WOLCOTT & COOLIDGE FIDUCIARY ADV… More: the full row for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 19,985 $574K 0.01% -2,035 13F-HR Timeline Generali Investments, Management Co LLC More: the full row for Generali Investments, Management Co LLC 19,180 $573K 0.11% +15,728 13F-HR Timeline Burford Brothers, Inc. More: the full row for Burford Brothers, Inc. 19,091 $571K 0.24% new 13F-HR Timeline Andrews Advisory Associates, LLC More: the full row for Andrews Advisory Associates, LLC 19,085 $570K 0.3% 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 19,058 $570K 0.02% -4,274 13F-HR Timeline Stonebrook Private Inc. More: the full row for Stonebrook Private Inc. 18,955 $567K 0.12% -34,255 13F-HR Timeline PRELUDE CAPITAL MANAGEMENT, LLC More: the full row for PRELUDE CAPITAL MANAGEMENT, LLC 18,950 $566K 0.04% +10,476 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 18,927 $566K 0.01% -2,455 13F-HR Timeline E&G Advisors, LLC More: the full row for E&G Advisors, LLC 18,764 $564K 0.13% -4,150 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 18,869 $564K 0.04% -5,472 13F-HR Timeline L2 Asset Management, LLC More: the full row for L2 Asset Management, LLC 18,857 $564K 0.08% +1,077 13F-HR Timeline Cypress Wealth Services, LLC More: the full row for Cypress Wealth Services, LLC 18,844 $563K 0.08% -696 13F-HR Timeline Quadcap Wealth Management, LLC More: the full row for Quadcap Wealth Management, LLC 18,810 $562K 0.06% -16,829 13F-HR Timeline PATTEN & PATTEN INC/TN More: the full row for PATTEN & PATTEN INC/TN 18,747 $560K 0.03% -7,037 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 18,595 $559K 0.03% -8,113 13F-HR Timeline Baader Bank Aktiengesellschaft More: the full row for Baader Bank Aktiengesellschaft 18,679 $556K 0.05% +4,619 13F-HR Timeline Cetera Trust Company, N.A More: the full row for Cetera Trust Company, N.A 18,580 $555K 0.3% -25,724 13F-HR Timeline OpenArc Corporate Advisory, LLC More: the full row for OpenArc Corporate Advisory, LLC 18,546 $554K 0.01% 13F-HR Timeline TRUST POINT INC. More: the full row for TRUST POINT INC. 18,531 $554K 0.04% -1,269 13F-HR Timeline Avantra Family Wealth, Inc. More: the full row for Avantra Family Wealth, Inc. 18,505 $553K 0.4% -3,899 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 18,405 $550K 0.04% -1,413 13F-HR Timeline LGT CAPITAL PARTNERS LTD. in group LGT CAPITAL PARTNERS LTD. More: the full row for LGT CAPITAL PARTNERS LTD. 18,350 $548K 0.03% 0 13F-HR Timeline Group CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 18,302 $547K 0.03% -9,107 13F-HR Timeline First Nebraska Trust Co More: the full row for First Nebraska Trust Co 18,284 $547K 0.05% -440 13F-HR Timeline 1ST SOURCE BANK More: the full row for 1ST SOURCE BANK 18,250 $545K 0.03% -1,832 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 18,119 $542K 0.03% -10,684 13F-HR Timeline OmniStar Financial Group, Inc. More: the full row for OmniStar Financial Group, Inc. 18,084 $541K 0.32% -2,409 13F-HR Timeline HIGHBRIDGE CAPITAL MANAGEMENT LLC More: the full row for HIGHBRIDGE CAPITAL MANAGEMENT LLC 18,000 $538K 0.02% new 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 17,982 $537K 0.01% +2,809 13F-HR Timeline Cornerstone National Bank & Trust Co More: the full row for Cornerstone National Bank & Trust Co 17,936 $536K 0.21% -25,794 13F-HR Timeline Heritage Wealth Management, Inc. More: the full row for Heritage Wealth Management, Inc. 17,912 $535K 0.15% -1,199 13F-HR Timeline WOLVERINE ASSET MANAGEMENT LLC in group WOLVERINE ASSET MANAGEMENT LLC More: the full row for WOLVERINE ASSET MANAGEMENT LLC 17,895 $535K 0.01% +3,894 13F-HR Timeline Group CLIFFORD SWAN INVESTMENT COUNSEL LLC More: the full row for CLIFFORD SWAN INVESTMENT COUNSEL LLC 17,882 $535K 0.02% -1,582 13F-HR Timeline Ascentis Independent Advisors in group Ascentis Wealth Management, L… More: the full row for Ascentis Independent Advisors 17,881 $534K 0.09% -2,286 13F-HR Timeline Group Alliance Wealth Advisors, LLC More: the full row for Alliance Wealth Advisors, LLC 17,821 $533K 0.25% -18,052 13F-HR Timeline Walsky Investment Management, Inc. More: the full row for Walsky Investment Management, Inc. 17,747 $530K 0.54% 13F-HR Timeline Forvis Mazars Wealth Advisors, LLC More: the full row for Forvis Mazars Wealth Advisors, LLC 17,679 $528K 0.01% -558 13F-HR Timeline ARQ WEALTH ADVISORS, LLC More: the full row for ARQ WEALTH ADVISORS, LLC 17,675 $528K 0.14% -4,274 13F-HR Timeline KENNEDY INVESTMENT GROUP, INC. More: the full row for KENNEDY INVESTMENT GROUP, INC. 17,655 $528K 0.2% +259 13F-HR Timeline Beaumont Financial Advisors, LLC More: the full row for Beaumont Financial Advisors, LLC 17,649 $528K 0.03% -364 13F-HR Timeline PARK NATIONAL CORP /OH/ More: the full row for PARK NATIONAL CORP /OH/ 17,640 $527K 0.02% -1,348 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 17,568 $525K 0.04% -11,101 13F-HR Timeline CenterBook Partners LP More: the full row for CenterBook Partners LP 17,565 $525K 0.03% new 13F-HR Timeline Hardworking Capital Advisors, LLC More: the full row for Hardworking Capital Advisors, LLC 17,527 $524K 0.48% 13F-HR Timeline Storgate, LLC More: the full row for Storgate, LLC 17,494 $523K 0.43% 13F-HR Timeline DF DENT & CO INC More: the full row for DF DENT & CO INC 17,492 $523K 0.01% -710 13F-HR Timeline CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 17,452 $522K 0.06% +4,529 13F-HR Timeline Simmons Bank in group Simmons Bank More: the full row for Simmons Bank 17,395 $520K 0.03% +598 13F-HR Timeline Group Avestar Capital, LLC More: the full row for Avestar Capital, LLC 17,296 $517K 0.04% -1,956 13F-HR Timeline Hennion & Walsh Asset Management, Inc. More: the full row for Hennion & Walsh Asset Management, Inc. 17,160 $513K 0.02% +2,223 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 17,157 $513K 0.02% +1,177 13F-HR Timeline Group Tejara Capital Ltd More: the full row for Tejara Capital Ltd 17,100 $511K 0.21% new 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 17,090 $511K 0.01% +239 13F-HR/A Timeline Group FORTEM FINANCIAL GROUP, LLC More: the full row for FORTEM FINANCIAL GROUP, LLC 17,083 $511K 0.14% -3,935 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 17,075 $510K 0.03% +2,046 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 17,073 $510K 0.01% -1,248 13F-HR Timeline Exit Wealth Advisors, LLC. More: the full row for Exit Wealth Advisors, LLC. 17,039 $509K 0.3% new 13F-HR Timeline ASPIRIANT, LLC More: the full row for ASPIRIANT, LLC 17,013 $509K 0.01% -3 13F-HR Timeline Linscomb Wealth, Inc. More: the full row for Linscomb Wealth, Inc. 16,997 $508K 0.02% -9,644 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 16,986 $508K 0.04% -9,858 13F-HR Timeline Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 16,935 $506K 0.01% +4,457 13F-HR Timeline HOLDERNESS INVESTMENTS CO More: the full row for HOLDERNESS INVESTMENTS CO 16,899 $505K 0.1% -4,723 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 16,889 $505K 0.16% -11,476 13F-HR Timeline Paragon Capital Management Ltd More: the full row for Paragon Capital Management Ltd 16,877 $504K 0.1% -6,507 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 16,831 $503K 0.06% -5,022 13F-HR Timeline Glenview Trust Co More: the full row for Glenview Trust Co 16,824 $503K 0.01% -37,080 13F-HR Timeline BEACON INVESTMENT ADVISORS LLC More: the full row for BEACON INVESTMENT ADVISORS LLC 16,815 $503K 0.2% -372 13F-HR Timeline BURKE & HERBERT BANK & TRUST CO More: the full row for BURKE & HERBERT BANK & TRUST CO 16,723 $500K 0.14% -1,601 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 16,224 $499K 0.02% -90 13F-HR Timeline Indie Asset Partners, LLC More: the full row for Indie Asset Partners, LLC 16,675 $498K 0.56% 0 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 16,671 $498K 0.02% -812 13F-HR Timeline NATURAL INVESTMENTS, LLC More: the full row for NATURAL INVESTMENTS, LLC 16,672 $498K 0.12% +839 13F-HR Timeline FORTRESS PRIVATE LEDGER, LLC More: the full row for FORTRESS PRIVATE LEDGER, LLC 16,646 $498K 0.16% -6,074 13F-HR Timeline Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 17,217 $497K 0.03% +4,293 13F-HR Timeline WCG Wealth Advisors LLC More: the full row for WCG Wealth Advisors LLC 16,591 $496K 0.01% -55,832 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 16,564 $495K 0.05% -5,906 13F-HR Timeline PEOPLES FINANCIAL SERVICES CORP. More: the full row for PEOPLES FINANCIAL SERVICES CORP. 16,541 $494K 0.23% -1,160 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 16,532 $494K 0.03% -3,754 13F-HR Timeline Platform Wealth Management, LLC More: the full row for Platform Wealth Management, LLC 16,525 $494K 0.13% 13F-HR Timeline FORBES J M & CO LLP More: the full row for FORBES J M & CO LLP 16,504 $493K 0.04% -44 13F-HR Timeline BANK OF STOCKTON More: the full row for BANK OF STOCKTON 16,448 $492K 0.14% -482 13F-HR Timeline Townsend & Associates, Inc More: the full row for Townsend & Associates, Inc 17,300 $490K 0.04% 0 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 16,313 $488K 0.03% new 13F-HR Timeline Numerai GP LLC More: the full row for Numerai GP LLC 16,254 $486K 0.06% -6,486 13F-HR Timeline Citadel Investment Advisory, Inc. 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