Thrive Capital Management, LLC More: the full row for Thrive Capital Management, LLC 10,540 $2.45M 1.12% +1,866 13F-HR Timeline MSH Capital Advisors LLC More: the full row for MSH Capital Advisors LLC 10,533 $2.45M 0.77% +2,101 13F-HR Timeline AVISO WEALTH MANAGEMENT More: the full row for AVISO WEALTH MANAGEMENT 10,476 $2.43M 1.24% -185 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 10,465 $2.43M 0.02% +73 13F-HR Timeline Orion Portfolio Solutions, LLC More: the full row for Orion Portfolio Solutions, LLC 10,465 $2.43M 0.02% +73 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 10,410 $2.42M 0.07% +2,021 13F-HR Timeline Group UNIVEST FINANCIAL Corp in group UNIVEST FINANCIAL Corp More: the full row for UNIVEST FINANCIAL Corp 10,313 $2.39M 0.15% +78 13F-HR Timeline Group HCR Wealth Advisors More: the full row for HCR Wealth Advisors 10,263 $2.38M 0.3% +4 13F-HR Timeline ASHTON THOMAS SECURITIES, LLC More: the full row for ASHTON THOMAS SECURITIES, LLC 10,180 $2.36M 0.65% -310 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 10,144 $2.36M 0.19% +56 13F-HR/A Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 10,140 $2.35M 0.08% +11 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 9,996 $2.32M 0.02% +845 13F-HR/A Timeline TigerOak Management, L.L.C. More: the full row for TigerOak Management, L.L.C. 9,944 $2.31M 0.84% 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 9,741 $2.3M 0.01% -18,414 13F-HR Timeline Callan Family Office, LLC More: the full row for Callan Family Office, LLC 9,884 $2.3M 0.15% new 13F-HR Timeline TOKIO MARINE ASSET MANAGEMENT CO LTD in group TOKIO MARINE HOLDINGS, INC. More: the full row for TOKIO MARINE ASSET MANAGEMENT CO LTD 9,836 $2.28M 0.08% +152 13F-HR Timeline Group Martin Capital Partners, LLC More: the full row for Martin Capital Partners, LLC 9,739 $2.26M 2.68% -8,387 13F-HR Timeline Weiss Asset Management LP in group Weiss Asset Management LP More: the full row for Weiss Asset Management LP 9,719 $2.26M 0.05% new 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. MIRABELLA FINANCIAL SERVICES LLP More: the full row for MIRABELLA FINANCIAL SERVICES LLP 9,705 $2.25M 0.21% new 13F-HR Timeline Quadrature Capital Ltd in group Quadrature Capital Ltd More: the full row for Quadrature Capital Ltd 9,663 $2.24M 0.04% -8,679 13F-HR Timeline Group Foundry Financial Group, Inc. More: the full row for Foundry Financial Group, Inc. 9,441 $2.19M 1.36% +1 13F-HR Timeline FLPUTNAM INVESTMENT MANAGEMENT CO More: the full row for FLPUTNAM INVESTMENT MANAGEMENT CO 9,435 $2.19M 0.04% +737 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 9,276 $2.15M 0.23% +4 13F-HR Timeline Journey Advisory Group, LLC More: the full row for Journey Advisory Group, LLC 10,952 $2.15M 0.26% 0 13F-HR Timeline Alaethes Wealth, LLC More: the full row for Alaethes Wealth, LLC 9,044 $2.15M 0.77% +169 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 9,253 $2.15M 0.27% -19 13F-HR Timeline WBI INVESTMENTS, LLC in group WBI INVESTMENTS, LLC More: the full row for WBI INVESTMENTS, LLC 9,240 $2.15M 0.54% new 13F-HR Timeline Group YHB Investment Advisors, Inc. More: the full row for YHB Investment Advisors, Inc. 9,225 $2.14M 0.18% -644 13F-HR Timeline ALPINE WOODS CAPITAL INVESTORS, LLC in group ALPINE WOODS CAPITAL INVESTOR… More: the full row for ALPINE WOODS CAPITAL INVESTORS, LLC 9,194 $2.14M 0.41% -75 13F-HR Timeline Group NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 9,042 $2.1M 0.04% +831 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 8,774 $2.09M 0.06% +1,733 13F-HR Timeline Empowered Funds, LLC More: the full row for Empowered Funds, LLC 8,990 $2.09M 0.03% +1,987 13F-HR Timeline BUCKHEAD CAPITAL MANAGEMENT LLC More: the full row for BUCKHEAD CAPITAL MANAGEMENT LLC 8,985 $2.09M 0.67% -10 13F-HR Timeline Aware Super Pty Ltd as trustee of Aware… More: the full row for Aware Super Pty Ltd as trustee of Aware Super 8,984 $2.09M 0.03% 13F-HR Timeline Cordgrass Capital Advisors, LLC More: the full row for Cordgrass Capital Advisors, LLC 8,978 $2.08M 0.6% -178 13F-HR Timeline TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 8,914 $2.07M 0.27% +107 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 8,827 $2.05M 0.03% +1,692 13F-HR Timeline Peterson Wealth Services More: the full row for Peterson Wealth Services 8,687 $2.02M 0.61% +540 13F-HR Timeline Hartford Financial Management Inc. More: the full row for Hartford Financial Management Inc. 8,616 $2M 0.41% -136 13F-HR Timeline Bowman & Co S.C. More: the full row for Bowman & Co S.C. 8,612 $2M 1.03% +188 13F-HR Timeline Lindsell Train Ltd More: the full row for Lindsell Train Ltd 8,600 $2M 0.05% 0 13F-HR Timeline Koa Wealth Management, LLC More: the full row for Koa Wealth Management, LLC 8,360 $1.94M 1.59% -1,298 13F-HR Timeline Kintegral Advisory, LLC in group Kintegral Advisory, LLC More: the full row for Kintegral Advisory, LLC 8,089 $1.93M 0.18% -377 13F-HR Timeline Group Souders Financial Advisors More: the full row for Souders Financial Advisors 8,190 $1.9M 0.27% +2,160 13F-HR Timeline Lester Murray Antman dba SimplyRich More: the full row for Lester Murray Antman dba SimplyRich 8,172 $1.9M 0.54% +106 13F-HR Timeline PRAXIS INVESTMENT MANAGEMENT INC More: the full row for PRAXIS INVESTMENT MANAGEMENT INC 8,040 $1.87M 0.12% -3,150 13F-HR Timeline Smith Salley Wealth Management More: the full row for Smith Salley Wealth Management 8,026 $1.86M 0.12% +1 13F-HR Timeline VERUS CAPITAL PARTNERS, LLC More: the full row for VERUS CAPITAL PARTNERS, LLC 8,014 $1.86M 0.18% +261 13F-HR/A Timeline HARBOR CAPITAL ADVISORS, INC. More: the full row for HARBOR CAPITAL ADVISORS, INC. 8,013 $1.86M 0.08% +203 13F-HR Timeline Cumberland Partners Ltd in group Cumberland Partners Ltd More: the full row for Cumberland Partners Ltd 8,000 $1.86M 0.13% new 13F-HR Timeline Group Matrix Trust Co More: the full row for Matrix Trust Co 7,987 $1.85M 0.32% -169 13F-HR Timeline WEST MICHIGAN ADVISORS, LLC More: the full row for WEST MICHIGAN ADVISORS, LLC 7,784 $1.85M 0.56% +648 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 7,973 $1.85M 0.01% -788 13F-HR Timeline Group MAGNOLIA CAPITAL ADVISORS LLC More: the full row for MAGNOLIA CAPITAL ADVISORS LLC 7,924 $1.84M 0.48% +1,199 13F-HR/A Timeline JT Stratford LLC More: the full row for JT Stratford LLC 7,886 $1.83M 0.3% -346 13F-HR Timeline Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 7,884 $1.83M 0.15% +1,699 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 7,864 $1.83M 0.27% 0 13F-HR Timeline Legacy Advisors, LLC More: the full row for Legacy Advisors, LLC 7,557 $1.8M 0.17% +3,341 13F-HR Timeline FIRST MANHATTAN CO. LLC. More: the full row for FIRST MANHATTAN CO. LLC. 7,523 $1.79M 0.01% +842 13F-HR Timeline Thomasville National Bank More: the full row for Thomasville National Bank 7,655 $1.78M 0.13% 0 13F-HR Timeline Compass Wealth Management LLC More: the full row for Compass Wealth Management LLC 7,625 $1.77M 0.43% -105 13F-HR Timeline ROBERTS GLORE & CO INC /IL/ More: the full row for ROBERTS GLORE & CO INC /IL/ 7,614 $1.77M 0.52% +65 13F-HR Timeline Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 7,562 $1.76M 0.08% +454 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 7,477 $1.74M 0.03% -4,413 13F-HR/A Timeline Group Silvant Capital Management LLC More: the full row for Silvant Capital Management LLC 7,440 $1.73M 0.07% -1,146 13F-HR Timeline Maxwell Wealth Strategies Inc. More: the full row for Maxwell Wealth Strategies Inc. 7,436 $1.73M 0.71% -23 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 7,425 $1.72M 0.05% -15 13F-HR Timeline Group Empirical Financial Services, LLC d.b.a… More: the full row for Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 7,403 $1.72M 0.05% +807 13F-HR Timeline FORT WASHINGTON INVESTMENT ADVISORS INC… More: the full row for FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 7,384 $1.71M 0.01% -75 13F-HR Timeline Front Row Advisors LLC More: the full row for Front Row Advisors LLC 7,167 $1.71M 0.59% +15 13F-HR Timeline ARBOR CAPITAL MANAGEMENT INC /ADV More: the full row for ARBOR CAPITAL MANAGEMENT INC /ADV 7,325 $1.71M 1.68% -609 13F-HR Timeline Morningstar Investment Management LLC group of 2 filers holding More: the full row for Morningstar Investment Management LLC 7,341 $1.71M -4,542 Timeline Qtron Investments LLC More: the full row for Qtron Investments LLC 7,278 $1.69M 0.24% 0 13F-HR Timeline MOKAN Wealth Management Inc. More: the full row for MOKAN Wealth Management Inc. 7,257 $1.69M 1.07% 13F-HR Timeline Knollwood Investment Advisory, LLC More: the full row for Knollwood Investment Advisory, LLC 7,207 $1.67M 0.18% -3,150 13F-HR Timeline LBP AM SA More: the full row for LBP AM SA 7,141 $1.66M 0.02% -80,782 13F-HR Timeline CENTRAL VALLEY ADVISORS, LLC More: the full row for CENTRAL VALLEY ADVISORS, LLC 7,124 $1.65M 0.75% +238 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 7,113 $1.65M 0.02% -317 13F-HR Timeline SlateStone Wealth, LLC More: the full row for SlateStone Wealth, LLC 7,070 $1.64M 0.16% +202 13F-HR Timeline SAPIENT CAPITAL LLC More: the full row for SAPIENT CAPITAL LLC 6,897 $1.64M 0.03% -1,895 13F-HR Timeline EAGLE ROCK INVESTMENT COMPANY, LLC More: the full row for EAGLE ROCK INVESTMENT COMPANY, LLC 7,050 $1.64M 0.27% -2,765 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 7,000 $1.63M 0.01% +512 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 6,961 $1.62M 0.06% +694 13F-HR Timeline Ascent Wealth Partners, LLC More: the full row for Ascent Wealth Partners, LLC 6,934 $1.61M 0.22% +3,221 13F-HR Timeline Pullen Investment Management, LLC More: the full row for Pullen Investment Management, LLC 6,921 $1.61M 1.04% -308 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 6,881 $1.6M 0.06% +994 13F-HR Timeline EQUITABLE TRUST CO More: the full row for EQUITABLE TRUST CO 6,880 $1.6M 0.09% 0 13F-HR Timeline Vertex Planning Partners, LLC More: the full row for Vertex Planning Partners, LLC 6,878 $1.6M 0.35% new 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 6,637 $1.57M 0.02% -3,458 13F-HR Timeline SAXON INTERESTS, INC. More: the full row for SAXON INTERESTS, INC. 6,722 $1.56M 0.69% +919 13F-HR Timeline Mount Lucas Management LP More: the full row for Mount Lucas Management LP 6,722 $1.56M 0.54% -174 13F-HR Timeline Horizon Investments, LLC More: the full row for Horizon Investments, LLC 6,716 $1.56M 0.04% +121 13F-HR Timeline Accretive Wealth Partners, LLC More: the full row for Accretive Wealth Partners, LLC 6,680 $1.55M 0.66% -26 13F-HR Timeline Caprock Group, LLC More: the full row for Caprock Group, LLC 6,514 $1.55M 0.05% +434 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 6,644 $1.54M 0.26% 13F-HR Timeline SYNOVUS FINANCIAL CORP More: the full row for SYNOVUS FINANCIAL CORP 6,633 $1.54M 0.02% -480 13F-HR Timeline Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 6,603 $1.53M 0.25% +1,338 13F-HR Timeline IPG Investment Advisors LLC More: the full row for IPG Investment Advisors LLC 6,427 $1.53M 0.35% new 13F-HR Timeline FIRST HAWAIIAN BANK in group FIRST HAWAIIAN BANK More: the full row for FIRST HAWAIIAN BANK 6,575 $1.53M 0.05% -344 13F-HR Timeline Group HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 6,561 $1.52M 0.02% +850 13F-HR Timeline RMR Wealth Builders More: the full row for RMR Wealth Builders 6,492 $1.51M 0.16% 0 13F-HR/A Timeline Crestline Management, L.P. More: the full row for Crestline Management, L.P. 6,464 $1.5M 0.05% new 13F-HR Timeline Concord Wealth Partners group of 2 filers holding More: the full row for Concord Wealth Partners 6,390 $1.48M +727 Timeline VESTOR CAPITAL, LLC More: the full row for VESTOR CAPITAL, LLC 6,346 $1.47M 0.11% +1,609 13F-HR Timeline HANCOCK WHITNEY CORP More: the full row for HANCOCK WHITNEY CORP 6,323 $1.47M 0.05% 0 13F-HR Timeline Papamarkou Wellner Asset Management inc. More: the full row for Papamarkou Wellner Asset Management inc. 6,313 $1.47M 1.01% 13F-HR Timeline SUMITOMO LIFE INSURANCE CO More: the full row for SUMITOMO LIFE INSURANCE CO 6,303 $1.46M 0.03% -29,990 13F-HR Timeline Smith Group Asset Management, LLC More: the full row for Smith Group Asset Management, LLC 6,207 $1.44M 0.11% new 13F-HR Timeline Archford Capital Strategies, LLC More: the full row for Archford Capital Strategies, LLC 6,194 $1.44M 0.22% +122 13F-HR Timeline NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 6,183 $1.44M 0.16% +1 13F-HR Timeline Texas Yale Capital Corp. More: the full row for Texas Yale Capital Corp. 6,136 $1.42M 0.06% 0 13F-HR Timeline Galaxy Digital Capital Management GP LLC in group Galaxy Group Investments LLC More: the full row for Galaxy Digital Capital Management GP LLC 6,099 $1.42M 1.03% 13F-HR Timeline Group Advisors Asset Management, Inc. More: the full row for Advisors Asset Management, Inc. 6,097 $1.42M 0.03% -327 13F-HR/A Timeline WOLVERINE TRADING, LLC More: the full row for WOLVERINE TRADING, LLC 6,106 $1.41M 0.03% +5,096 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 5,863 $1.4M 0.01% +320 13F-HR Timeline Group TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 6,005 $1.39M 0.25% +3,530 13F-HR Timeline BARR E S & CO More: the full row for BARR E S & CO 6,000 $1.39M 0.08% -18 13F-HR Timeline BlueCrest Capital Management Ltd More: the full row for BlueCrest Capital Management Ltd 6,000 $1.39M 0.08% -3,000 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 5,957 $1.38M 0.04% -1,462 13F-HR Timeline GLOBALT Investments LLC / GA More: the full row for GLOBALT Investments LLC / GA 5,890 $1.37M 0.05% -35 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 5,797 $1.35M 0.02% +1,863 13F-HR Timeline AXS Investments LLC More: the full row for AXS Investments LLC 5,791 $1.34M 0.37% -262 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 5,783 $1.34M 0.02% +367 13F-HR Timeline Applied Capital LLC/FL More: the full row for Applied Capital LLC/FL 5,782 $1.34M 1.06% -34 13F-HR Timeline Convergence Investment Partners, LLC More: the full row for Convergence Investment Partners, LLC 5,760 $1.34M 0.3% +717 13F-HR Timeline Elevate Capital Advisors, LLC More: the full row for Elevate Capital Advisors, LLC 5,697 $1.32M 1.17% 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 5,626 $1.31M 0.11% +1,495 13F-HR Timeline Meeder Advisory Services, Inc. group of 2 filers holding More: the full row for Meeder Advisory Services, Inc. 5,626 $1.31M -207 Timeline SIERRA SUMMIT ADVISORS LLC More: the full row for SIERRA SUMMIT ADVISORS LLC 5,622 $1.31M 0.26% 0 13F-HR Timeline NORTH STAR ASSET MANAGEMENT INC More: the full row for NORTH STAR ASSET MANAGEMENT INC 5,593 $1.3M 0.06% 0 13F-HR Timeline Aft, Forsyth & Sober, LLC More: the full row for Aft, Forsyth & Sober, LLC 5,550 $1.29M 0.42% 0 13F-HR Timeline Roehl & Yi Investment Advisors, LLC More: the full row for Roehl & Yi Investment Advisors, LLC 5,515 $1.28M 0.71% 13F-HR Timeline ABN AMRO INVESTMENT SOLUTIONS in group ABN AMRO INVESTMENT SOLUTIONS More: the full row for ABN AMRO INVESTMENT SOLUTIONS 5,497 $1.28M 0.02% -139,208 13F-HR Timeline Group Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 5,473 $1.27M 0.04% -22 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 5,425 $1.26M 0.12% -2,806 13F-HR Timeline Arete Wealth Advisors, LLC More: the full row for Arete Wealth Advisors, LLC 5,407 $1.26M 0.09% +2,455 13F-HR Timeline Parkside Investments, LLC More: the full row for Parkside Investments, LLC 5,404 $1.25M 0.19% +6 13F-HR Timeline Keebeck Wealth Management More: the full row for Keebeck Wealth Management 5,255 $1.25M 0.18% 0 13F-HR Timeline GREENLEAF TRUST More: the full row for GREENLEAF TRUST 5,362 $1.25M 0.01% +356 13F-HR Timeline CITY HOLDING CO More: the full row for CITY HOLDING CO 5,327 $1.24M 0.18% -81 13F-HR Timeline MUFG SECURITIES AMERICAS INC. More: the full row for MUFG SECURITIES AMERICAS INC. 5,320 $1.24M 0.16% 13F-HR Timeline Laird Norton Wetherby Wealth Management… More: the full row for Laird Norton Wetherby Wealth Management, LLC 5,282 $1.23M 0.06% -74 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 5,217 $1.22M 0.01% +2,210 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 5,254 $1.22M 0.02% +457 13F-HR Timeline First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 5,237 $1.22M 0.03% +31 13F-HR Timeline LGT Fund Management Co Ltd. More: the full row for LGT Fund Management Co Ltd. 5,222 $1.21M 0.11% +766 13F-HR Timeline Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 5,209 $1.21M 0.04% +306 13F-HR Timeline MGB Wealth Management, LLC More: the full row for MGB Wealth Management, LLC 5,200 $1.21M 0.37% -8 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 5,173 $1.2M 0.09% +52 13F-HR Timeline Numerai GP LLC More: the full row for Numerai GP LLC 5,173 $1.2M 0.33% -5,149 13F-HR Timeline Baldwin Investment Management, LLC More: the full row for Baldwin Investment Management, LLC 5,170 $1.2M 0.16% -220 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 5,166 $1.2M 0.05% +2,153 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 5,159 $1.2M 0.1% +2,182 13F-HR Timeline FineMark National Bank & Trust More: the full row for FineMark National Bank & Trust 5,157 $1.2M 0.04% +152 13F-HR Timeline Royal Capital Wealth Management, LLC More: the full row for Royal Capital Wealth Management, LLC 5,149 $1.2M 0.84% +24 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 5,140 $1.19M 0.03% -754 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 5,111 $1.19M 0.03% +537 13F-HR Timeline Ridgewood Investments LLC More: the full row for Ridgewood Investments LLC 5,065 $1.18M 0.57% -12 13F-HR Timeline PROFUND ADVISORS LLC More: the full row for PROFUND ADVISORS LLC 5,052 $1.17M 0.04% -717 13F-HR Timeline Pollock Investment Advisors, LLC More: the full row for Pollock Investment Advisors, LLC 4,983 $1.16M 0.94% 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 4,943 $1.15M 0.04% -217 13F-HR Timeline Generali Investments, Management Co LLC More: the full row for Generali Investments, Management Co LLC 4,881 $1.13M 0.29% 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 4,848 $1.13M 0.01% -714 13F-HR Timeline Group Goldstone Financial Group, LLC More: the full row for Goldstone Financial Group, LLC 4,839 $1.12M 0.18% -894 13F-HR Timeline Guinness Atkinson Asset Management Inc More: the full row for Guinness Atkinson Asset Management Inc 4,838 $1.12M 0.57% +910 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 4,817 $1.12M 0.01% +110 13F-HR Timeline Greystone Financial Group, LLC More: the full row for Greystone Financial Group, LLC 4,777 $1.11M 0.19% +93 13F-HR Timeline Mediolanum International Funds Ltd More: the full row for Mediolanum International Funds Ltd 4,796 $1.11M 0.01% new 13F-HR Timeline Rossmore Private Capital More: the full row for Rossmore Private Capital 4,764 $1.11M 0.14% +95 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. 4,741 $1.1M 0.02% 0 13F-HR Timeline Group Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 4,709 $1.09M 0.07% +3,189 13F-HR Timeline Group Grove Bank & Trust More: the full row for Grove Bank & Trust 4,636 $1.08M 0.15% +360 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 4,621 $1.07M 0.02% +786 13F-HR Timeline Boltwood Capital Management More: the full row for Boltwood Capital Management 4,600 $1.07M 0.33% 0 13F-HR Timeline Williams Jones Wealth Management, LLC. More: the full row for Williams Jones Wealth Management, LLC. 4,588 $1.07M 0.01% -1 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 4,577 $1.06M 0.01% +1,178 13F-HR Timeline Group JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 4,575 $1.06M <0.01% +1,419 13F-HR Timeline Group Allred Capital Management, LLC More: the full row for Allred Capital Management, LLC 4,550 $1.06M 0.41% -7 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 4,524 $1.05M 0.02% +687 13F-HR Timeline Mill Capital Management, LLC More: the full row for Mill Capital Management, LLC 4,500 $1.05M 0.08% 0 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 4,495 $1.04M 0.05% -453 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 4,484 $1.04M 0.04% +898 13F-HR Timeline DUNCKER STREETT & CO INC More: the full row for DUNCKER STREETT & CO INC 4,450 $1.03M 0.19% 0 13F-HR Timeline KIRTLAND HILLS CAPITAL MANAGEMENT, LLC More: the full row for KIRTLAND HILLS CAPITAL MANAGEMENT, LLC 4,412 $1.02M 0.66% -54 13F-HR Timeline Atria Wealth Solutions, Inc. More: the full row for Atria Wealth Solutions, Inc. 4,314 $1.02M 0.01% +524 13F-HR Timeline SVB WEALTH LLC More: the full row for SVB WEALTH LLC 4,411 $1.02M 0.02% new 13F-HR Timeline KING LUTHER CAPITAL MANAGEMENT CORP More: the full row for KING LUTHER CAPITAL MANAGEMENT CORP 4,401 $1.02M <0.01% 0 13F-HR Timeline IMS Capital Management More: the full row for IMS Capital Management 4,390 $1.02M 0.47% -5 13F-HR Timeline CRUX WEALTH ADVISORS More: the full row for CRUX WEALTH ADVISORS 4,353 $1.01M 0.56% 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 4,218 $1M 0.01% -30 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 4,315 $1M 0.06% +91 13F-HR Timeline Wesleyan Assurance Society More: the full row for Wesleyan Assurance Society 4,363 $998K 0.08% 0 13F-HR Timeline Sylvest Advisors, LLC More: the full row for Sylvest Advisors, LLC 4,283 $995K 0.61% 13F-HR Timeline SPROTT INC. More: the full row for SPROTT INC. 4,264 $990K 0.07% -136 13F-HR Timeline HIGHLAND CAPITAL MANAGEMENT, LLC More: the full row for HIGHLAND CAPITAL MANAGEMENT, LLC 4,254 $988K 0.06% 0 13F-HR Timeline Summit Trail Advisors, LLC More: the full row for Summit Trail Advisors, LLC 4,134 $986K 0.04% +526 13F-HR Timeline Peoples Bank/KS More: the full row for Peoples Bank/KS 4,225 $981K 0.68% -100 13F-HR Timeline WINNACLE WEALTH LLC More: the full row for WINNACLE WEALTH LLC 4,438 $980K 0.97% 13F-HR Timeline Ninety One North America, Inc. More: the full row for Ninety One North America, Inc. 4,211 $978K 0.06% -551 13F-HR Timeline Keeley-Teton Advisors, LLC More: the full row for Keeley-Teton Advisors, LLC 4,200 $975K 0.11% +400 13F-HR Timeline