Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 6,272 $3.37M 0.03% -238 13F-HR Timeline MainStreet Investment Advisors LLC More: the full row for MainStreet Investment Advisors LLC 6,262 $3.37M 0.51% -122 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 6,248 $3.36M 0.14% -414 13F-HR Timeline DELTA FINANCIAL ADVISORS LLC More: the full row for DELTA FINANCIAL ADVISORS LLC 6,233 $3.35M 0.87% -48 13F-HR Timeline GREENLEAF TRUST More: the full row for GREENLEAF TRUST 6,149 $3.31M 0.03% +41 13F-HR Timeline Strong Tower Advisory Services More: the full row for Strong Tower Advisory Services 6,095 $3.28M 0.62% -2,789 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 6,092 $3.28M 0.02% +682 13F-HR Timeline Group PARR MCKNIGHT WEALTH MANAGEMENT GROUP, … More: the full row for PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC 6,046 $3.25M 0.43% -515 13F-HR Timeline Sara-Bay Financial More: the full row for Sara-Bay Financial 6,037 $3.25M 0.98% -116 13F-HR Timeline Ranch Capital Advisors Inc. More: the full row for Ranch Capital Advisors Inc. 6,026 $3.24M 1.19% -53 13F-HR Timeline CHICAGO TRUST Co NA More: the full row for CHICAGO TRUST Co NA 5,997 $3.23M 0.52% -279 13F-HR Timeline Fayez Sarofim & Co in group Fayez Sarofim & Co More: the full row for Fayez Sarofim & Co 5,984 $3.22M 0.01% +105 13F-HR Timeline Group Cascade Investment Advisors, Inc. More: the full row for Cascade Investment Advisors, Inc. 5,939 $3.2M 1.89% -178 13F-HR Timeline OARSMAN CAPITAL, INC. More: the full row for OARSMAN CAPITAL, INC. 5,894 $3.17M 0.39% +149 13F-HR Timeline Invera Wealth Advisors, LLC More: the full row for Invera Wealth Advisors, LLC 5,894 $3.17M 2.04% -210 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 5,884 $3.17M 0.4% +26 13F-HR Timeline Balyasny Asset Management L.P. in group Balyasny Asset Management More: the full row for Balyasny Asset Management L.P. 5,879 $3.16M 0.01% -327,958 13F-HR Timeline Group KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 5,866 $3.16M 0.01% -1,773 13F-HR Timeline SECURITY NATIONAL BANK OF SIOUX CITY IO… More: the full row for SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/ 5,853 $3.15M 1.86% -532 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 5,848 $3.15M 0.16% -146 13F-HR Timeline AG2R LA MONDIALE GESTION D'ACTIFS More: the full row for AG2R LA MONDIALE GESTION D'ACTIFS 5,825 $3.13M 0.14% +77 13F-HR Timeline BANCO BILBAO VIZCAYA ARGENTARIA, S.A. More: the full row for BANCO BILBAO VIZCAYA ARGENTARIA, S.A. 5,841 $3.12M 0.02% -100 13F-HR Timeline Sterling Investment Advisors, Ltd. More: the full row for Sterling Investment Advisors, Ltd. 5,755 $3.1M 0.56% -225 13F-HR Timeline Stiles Financial Services Inc More: the full row for Stiles Financial Services Inc 5,744 $3.09M 0.94% +61 13F-HR Timeline First Citizens Financial Corp More: the full row for First Citizens Financial Corp 5,740 $3.09M 1.46% 0 13F-HR Timeline Integras Partners LLC More: the full row for Integras Partners LLC 5,723 $3.08M 2.02% -383 13F-HR Timeline Cannell & Spears LLC More: the full row for Cannell & Spears LLC 5,700 $3.07M 0.06% -308 13F-HR/A Timeline Siemens Fonds Invest GmbH More: the full row for Siemens Fonds Invest GmbH 5,682 $3.06M 0.18% +343 13F-HR Timeline Tulsa Wealth Advisors, INC More: the full row for Tulsa Wealth Advisors, INC 5,673 $3.05M 0.54% -2,243 13F-HR Timeline WBH ADVISORY INC More: the full row for WBH ADVISORY INC 5,547 $3.05M 0.23% -175 13F-HR Timeline TEALWOOD ASSET MANAGEMENT INC More: the full row for TEALWOOD ASSET MANAGEMENT INC 5,665 $3.05M 1.39% -113 13F-HR Timeline WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 5,650 $3.04M 0.34% -53 13F-HR Timeline Simmons Bank in group Simmons Bank More: the full row for Simmons Bank 5,645 $3.04M 0.2% -84 13F-HR Timeline Group GLOBALT Investments LLC / GA More: the full row for GLOBALT Investments LLC / GA 5,645 $3.04M 0.11% -56 13F-HR Timeline MONEY CONCEPTS CAPITAL CORP More: the full row for MONEY CONCEPTS CAPITAL CORP 5,621 $3.02M 0.17% -242 13F-HR Timeline Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 5,597 $3.01M 0.08% +661 13F-HR Timeline Group BANK OF STOCKTON More: the full row for BANK OF STOCKTON 5,559 $2.99M 0.92% -1,004 13F-HR Timeline Brendel Financial Advisors LLC More: the full row for Brendel Financial Advisors LLC 5,554 $2.99M 1.48% -576 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 5,549 $2.99M 0.02% +423 13F-HR Timeline Group STOCK YARDS BANK & TRUST CO More: the full row for STOCK YARDS BANK & TRUST CO 5,511 $2.97M 0.09% -405 13F-HR Timeline SIERRA SUMMIT ADVISORS LLC More: the full row for SIERRA SUMMIT ADVISORS LLC 5,500 $2.96M 0.43% -1,324 13F-HR Timeline Caliber Wealth Management, LLC / KS More: the full row for Caliber Wealth Management, LLC / KS 5,485 $2.95M 0.32% +97 13F-HR Timeline Atlantic Edge Private Wealth Management… More: the full row for Atlantic Edge Private Wealth Management, LLC 5,458 $2.94M 0.72% -89 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 5,345 $2.88M 0.1% +339 13F-HR Timeline Group Watchman Group, Inc. More: the full row for Watchman Group, Inc. 5,315 $2.86M 0.69% -3,841 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 5,291 $2.85M 0.05% +110 13F-HR Timeline Harbour Trust & Investment Management Co More: the full row for Harbour Trust & Investment Management Co 5,289 $2.85M 0.3% -165 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 5,243 $2.82M 0.13% +208 13F-HR Timeline Brevan Howard Capital Management LP in group Brevan Howard Capital Managem… More: the full row for Brevan Howard Capital Management LP 5,231 $2.81M 0.03% -8,408 13F-HR Timeline Group Whitener Capital Management, Inc. More: the full row for Whitener Capital Management, Inc. 5,199 $2.8M 0.64% +39 13F-HR Timeline Plato Investment Management Ltd More: the full row for Plato Investment Management Ltd 5,187 $2.79M 0.19% +116 13F-HR Timeline Atlas Brown,Inc. More: the full row for Atlas Brown,Inc. 5,164 $2.78M 0.84% -78 13F-HR Timeline ArchPoint Investors More: the full row for ArchPoint Investors 5,163 $2.78M 0.66% +163 13F-HR Timeline Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 5,137 $2.76M +2,112 Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 5,124 $2.76M 0.03% +1,039 13F-HR Timeline Callan Family Office, LLC More: the full row for Callan Family Office, LLC 5,105 $2.75M 0.06% -31 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 5,038 $2.71M 0.01% -261 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 4,984 $2.68M 0.06% +429 13F-HR/A Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 3,929 $2.67M 0.05% -1,028 13F-HR Timeline Jefferies Financial Group Inc. in group Jefferies Financial Group Inc. More: the full row for Jefferies Financial Group Inc. 4,934 $2.65M 0.03% -1,683 13F-HR Timeline Group Fiduciary Group, LLC More: the full row for Fiduciary Group, LLC 4,906 $2.64M 0.23% -33 13F-HR Timeline Delta Accumulation, LLC More: the full row for Delta Accumulation, LLC 4,900 $2.64M 9.64% new 13F-HR Timeline FOX RUN MANAGEMENT, L.L.C. More: the full row for FOX RUN MANAGEMENT, L.L.C. 5,151 $2.64M 0.46% +4,484 13F-HR Timeline MWA Asset Management More: the full row for MWA Asset Management 4,886 $2.63M 1.44% +155 13F-HR/A Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 4,889 $2.63M 0.12% -17 13F-HR Timeline Oak Thistle LLC More: the full row for Oak Thistle LLC 4,872 $2.62M 0.25% new 13F-HR Timeline Massachusetts Wealth Management More: the full row for Massachusetts Wealth Management 4,855 $2.61M 1.13% -75 13F-HR Timeline Empirical Finance, LLC More: the full row for Empirical Finance, LLC 4,760 $2.56M 0.12% -9 13F-HR/A Timeline ABSHER WEALTH MANAGEMENT, LLC More: the full row for ABSHER WEALTH MANAGEMENT, LLC 4,751 $2.56M 0.3% -683 13F-HR Timeline CX Institutional More: the full row for CX Institutional 4,681 $2.52M 0.08% -82 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 3,917 $2.5M 0.06% +830 13F-HR Timeline New Age Alpha Advisors, LLC More: the full row for New Age Alpha Advisors, LLC 4,652 $2.5M 0.12% +4,397 13F-HR Timeline Symphony Financial, Ltd. Co. More: the full row for Symphony Financial, Ltd. Co. 4,739 $2.5M 0.33% -76 13F-HR Timeline Ipswich Investment Management Co., Inc. More: the full row for Ipswich Investment Management Co., Inc. 4,622 $2.49M 0.58% -580 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 4,606 $2.48M 0.15% +3 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 4,605 $2.48M 0.08% +1,446 13F-HR Timeline Great Diamond Partners, LLC More: the full row for Great Diamond Partners, LLC 4,549 $2.45M 0.47% new 13F-HR Timeline HOHIMER WEALTH MANAGEMENT, LLC More: the full row for HOHIMER WEALTH MANAGEMENT, LLC 4,546 $2.45M 0.3% 0 13F-HR Timeline Orca Wealth Management, LLC More: the full row for Orca Wealth Management, LLC 4,537 $2.44M 1.74% 0 13F-HR Timeline O'Brien Greene & Co. Inc More: the full row for O'Brien Greene & Co. Inc 4,513 $2.43M 0.69% -95 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 4,496 $2.42M 0.07% +22 13F-HR/A Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 4,628 $2.41M 0.02% +2,551 13F-HR Timeline Group Weaver C. Barksdale & Associates, Inc. More: the full row for Weaver C. Barksdale & Associates, Inc. 4,452 $2.4M 2.29% -35 13F-HR Timeline BURNEY CO/ More: the full row for BURNEY CO/ 4,447 $2.39M 0.07% -2,299 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 4,418 $2.38M 0.16% -76 13F-HR Timeline Columbia Bank More: the full row for Columbia Bank 4,411 $2.37M 0.68% -243 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 4,400 $2.37M 0.23% -80 13F-HR Timeline Group Wellington Grp LLC More: the full row for Wellington Grp LLC 4,382 $2.36M 0.73% +553 13F-HR Timeline Genus Capital Management Inc. More: the full row for Genus Capital Management Inc. 4,377 $2.35M 0.27% -1,858 13F-HR Timeline CULLINAN ASSOCIATES INC More: the full row for CULLINAN ASSOCIATES INC 4,329 $2.33M 0.19% -4,975 13F-HR Timeline AlTi Global, Inc. in group AlTi Global, Inc. More: the full row for AlTi Global, Inc. 4,330 $2.33M 0.05% +22 13F-HR Timeline Group Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 4,299 $2.31M 0.13% -3 13F-HR Timeline Magnetar Financial LLC in group Magnetar Financial LLC More: the full row for Magnetar Financial LLC 4,486 $2.3M 0.02% new 13F-HR Timeline Group BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 4,257 $2.29M 0.04% -71 13F-HR Timeline Group Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 4,238 $2.28M 0.03% +306 13F-HR Timeline OneAscent Financial Services LLC group of 3 filers holding More: the full row for OneAscent Financial Services LLC 4,189 $2.25M -560 Timeline Drucker Wealth 3.0, LLC More: the full row for Drucker Wealth 3.0, LLC 4,177 $2.25M 0.39% +81 13F-HR Timeline St. Johns Investment Management Company… More: the full row for St. Johns Investment Management Company, LLC 4,162 $2.24M 0.94% -485 13F-HR Timeline GLR Partners, LLC More: the full row for GLR Partners, LLC 4,154 $2.23M 1.22% 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 4,124 $2.22M 0.01% -5,220 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 4,113 $2.21M 0.05% -195 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 4,109 $2.21M 0.1% +35 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 4,104 $2.21M 0.11% -21 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 4,091 $2.2M 0.08% +119 13F-HR Timeline Sageworth Trust Co of South Dakota More: the full row for Sageworth Trust Co of South Dakota 4,051 $2.18M 1.73% 0 13F-HR Timeline MASTERINVEST Kapitalanlage GmbH More: the full row for MASTERINVEST Kapitalanlage GmbH 4,012 $2.16M 0.22% -3,340 13F-HR Timeline 44 WEALTH MANAGEMENT LLC More: the full row for 44 WEALTH MANAGEMENT LLC 4,011 $2.16M 0.75% -180 13F-HR Timeline JGP Wealth Management, LLC More: the full row for JGP Wealth Management, LLC 4,003 $2.15M 0.22% -221 13F-HR Timeline Schonfeld Strategic Advisors LLC More: the full row for Schonfeld Strategic Advisors LLC 4,003 $2.15M 0.02% -26,422 13F-HR Timeline North Dakota State Investment Board More: the full row for North Dakota State Investment Board 3,987 $2.15M 0.09% -732 13F-HR Timeline Ridge Creek Global, Inc More: the full row for Ridge Creek Global, Inc 3,969 $2.14M 1.81% -15 13F-HR Timeline Glenview Trust Co More: the full row for Glenview Trust Co 3,968 $2.13M 0.03% +55 13F-HR Timeline Farringdon Capital, Ltd. More: the full row for Farringdon Capital, Ltd. 3,943 $2.12M 0.46% new 13F-HR Timeline EDMP, INC. More: the full row for EDMP, INC. 3,929 $2.11M 1.71% -574 13F-HR Timeline Bond & Devick Financial Network, Inc. More: the full row for Bond & Devick Financial Network, Inc. 3,929 $2.11M 0.59% -2,658 13F-HR Timeline CANANDAIGUA NATIONAL CORP in group CANANDAIGUA NATIONAL BANK & T… More: the full row for CANANDAIGUA NATIONAL CORP 3,924 $2.11M 0.19% 13F-HR Timeline Group BDF-GESTION More: the full row for BDF-GESTION 3,913 $2.11M 0.28% 0 13F-HR Timeline Kennondale Capital Management LLC More: the full row for Kennondale Capital Management LLC 3,911 $2.1M 1.52% 0 13F-HR Timeline Certified Advisory Corp More: the full row for Certified Advisory Corp 3,892 $2.09M 0.19% -285 13F-HR Timeline EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 3,878 $2.09M 0.02% -7,552 13F-HR Timeline NICOLET BANKSHARES INC in group NICOLET BANKSHARES INC More: the full row for NICOLET BANKSHARES INC 3,845 $2.08M 0.08% new 13F-HR Timeline Group Phoenix Wealth Advisors More: the full row for Phoenix Wealth Advisors 3,868 $2.08M 0.82% -2,138 13F-HR Timeline ODDO BHF ASSET MANAGEMENT SAS More: the full row for ODDO BHF ASSET MANAGEMENT SAS 3,866 $2.08M 0.08% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Collaborative Fund Advisors, LLC More: the full row for Collaborative Fund Advisors, LLC 3,823 $2.06M 1.27% 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 3,822 $2.06M 0.09% -2,709 13F-HR Timeline SECURIAN ASSET MANAGEMENT, INC More: the full row for SECURIAN ASSET MANAGEMENT, INC 3,807 $2.05M 0.08% 0 13F-HR Timeline Mediolanum International Funds Ltd More: the full row for Mediolanum International Funds Ltd 3,982 $2.04M 0.02% new 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 3,771 $2.03M 0.37% +44 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 3,759 $2.02M 0.09% -616 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 3,753 $2.02M 0.04% -214 13F-HR Timeline Group Arrow Financial Corp in group Arrow Financial Corp More: the full row for Arrow Financial Corp 3,740 $2.01M 0.2% -528 13F-HR Timeline Group Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 3,739 $2.01M 0.13% +1 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 3,667 $1.97M 0.07% +609 13F-HR Timeline Curi Capital, LLC More: the full row for Curi Capital, LLC 3,658 $1.97M 0.04% +366 13F-HR Timeline Chancellor Financial Group WB LP More: the full row for Chancellor Financial Group WB LP 3,657 $1.97M 1.41% 0 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 3,653 $1.97M 0.03% +304 13F-HR Timeline MCDONALD PARTNERS LLC More: the full row for MCDONALD PARTNERS LLC 3,627 $1.95M 0.46% -642 13F-HR Timeline RETIREMENT GUYS FORMULA LLC More: the full row for RETIREMENT GUYS FORMULA LLC 3,615 $1.95M 0.89% -426 13F-HR Timeline KG Capital Management More: the full row for KG Capital Management 3,671 $1.94M 1.39% -1,113 13F-HR Timeline WINTON GROUP Ltd in group WINTON GROUP Ltd More: the full row for WINTON GROUP Ltd 3,605 $1.94M 0.07% new 13F-HR Timeline Group SPIRIT OF AMERICA MANAGEMENT CORP/NY More: the full row for SPIRIT OF AMERICA MANAGEMENT CORP/NY 3,600 $1.94M 0.38% +50 13F-HR Timeline Virtu Financial LLC in group Virtu Financial LLC More: the full row for Virtu Financial LLC 3,594 $1.93M 0.08% new 13F-HR Timeline Group Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 3,570 $1.92M 0.05% +222 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 3,568 $1.92M 0.04% +32 13F-HR Timeline Beverly Hills Private Wealth, LLC More: the full row for Beverly Hills Private Wealth, LLC 3,540 $1.9M 0.32% +653 13F-HR Timeline Peterson Wealth Services More: the full row for Peterson Wealth Services 3,535 $1.9M 0.47% +105 13F-HR Timeline Wahed Invest LLC More: the full row for Wahed Invest LLC 3,522 $1.89M 0.25% -99 13F-HR Timeline Hodges Capital Management Inc. More: the full row for Hodges Capital Management Inc. 3,512 $1.89M 0.16% 0 13F-HR Timeline Texas Yale Capital Corp. More: the full row for Texas Yale Capital Corp. 3,505 $1.89M 0.05% 0 13F-HR Timeline Virtus Investment Advisers, LLC group of 2 filers holding More: the full row for Virtus Investment Advisers, LLC 3,498 $1.88M -1,311 Timeline Nilsine Partners, LLC More: the full row for Nilsine Partners, LLC 2,835 $1.87M 0.15% -83 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 3,464 $1.86M 0.09% -54 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 3,458 $1.86M 0.07% -271 13F-HR Timeline DYMON ASIA CAPITAL (SINGAPORE) PTE. LTD. in group DYMON ASIA CAPITAL (SINGAPORE… More: the full row for DYMON ASIA CAPITAL (SINGAPORE) PTE. LTD. 3,420 $1.84M 0.4% +744 13F-HR Timeline Group Wealth Group, Ltd. More: the full row for Wealth Group, Ltd. 3,409 $1.83M 1.71% 0 13F-HR Timeline Winthrop Capital Management, LLC More: the full row for Winthrop Capital Management, LLC 3,407 $1.83M 0.47% +118 13F-HR Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 3,394 $1.83M 0.02% +757 13F-HR Timeline Goelzer Investment Management, Inc. More: the full row for Goelzer Investment Management, Inc. 3,384 $1.82M 0.09% +92 13F-HR Timeline Mission Creek Capital Partners, Inc. More: the full row for Mission Creek Capital Partners, Inc. 3,377 $1.82M 0.36% new 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 3,368 $1.81M 0.09% -45 13F-HR Timeline Chicago Capital, LLC More: the full row for Chicago Capital, LLC 3,355 $1.81M 0.05% 0 13F-HR Timeline Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 3,348 $1.8M 0.07% -277 13F-HR Timeline SIR Capital Management, L.P. More: the full row for SIR Capital Management, L.P. 3,300 $1.78M 0.17% -8,600 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 3,277 $1.76M 0.08% -95 13F-HR Timeline CAPE ANN SAVINGS BANK More: the full row for CAPE ANN SAVINGS BANK 3,262 $1.76M 0.88% -100 13F-HR Timeline NORTH DALLAS BANK & TRUST CO More: the full row for NORTH DALLAS BANK & TRUST CO 3,258 $1.75M 1.19% -131 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 3,257 $1.75M 0.02% +515 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 3,247 $1.75M 0.1% -22 13F-HR Timeline Nicholas Hoffman & Company, LLC. More: the full row for Nicholas Hoffman & Company, LLC. 3,228 $1.74M 0.04% -126 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 3,381 $1.73M 0.06% +283 13F-HR Timeline Van Hulzen Asset Management, LLC More: the full row for Van Hulzen Asset Management, LLC 3,215 $1.73M 0.13% -54 13F-HR Timeline Connecticut Wealth Management, LLC More: the full row for Connecticut Wealth Management, LLC 3,214 $1.73M 0.07% -446 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 3,211 $1.73M 0.02% -2 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 3,198 $1.72M 0.58% +4 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 3,188 $1.72M 0.05% +28 13F-HR Timeline GUYASUTA INVESTMENT ADVISORS INC More: the full row for GUYASUTA INVESTMENT ADVISORS INC 3,184 $1.71M 0.1% 0 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 3,182 $1.71M 0.03% +1,538 13F-HR Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 3,173 $1.71M 0.02% -7 13F-HR Timeline Group Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 3,148 $1.69M 0.11% -304 13F-HR Timeline United Capital Management of KS, Inc. More: the full row for United Capital Management of KS, Inc. 3,124 $1.68M 0.25% +486 13F-HR Timeline RESOURCES MANAGEMENT CORP /CT/ /ADV More: the full row for RESOURCES MANAGEMENT CORP /CT/ /ADV 3,112 $1.67M 0.22% -34 13F-HR Timeline TOCQUEVILLE ASSET MANAGEMENT L.P. in group TOCQUEVILLE ASSET MANAGEMENT … More: the full row for TOCQUEVILLE ASSET MANAGEMENT L.P. 3,103 $1.67M 0.02% +5 13F-HR Timeline Group MAGNOLIA CAPITAL ADVISORS LLC More: the full row for MAGNOLIA CAPITAL ADVISORS LLC 3,099 $1.67M 0.33% -501 13F-HR Timeline Bellwether Advisors, LLC More: the full row for Bellwether Advisors, LLC 3,081 $1.66M 0.28% new 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 3,049 $1.64M 0.03% +195 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 3,041 $1.64M 0.04% 0 13F-HR Timeline Wealth Intelligence, LLC More: the full row for Wealth Intelligence, LLC 3,022 $1.63M 0.78% -656 13F-HR Timeline CenterBook Partners LP More: the full row for CenterBook Partners LP 3,021 $1.63M 0.09% new 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 3,014 $1.62M 0.16% +101 13F-HR Timeline Virtus Family Office LLC More: the full row for Virtus Family Office LLC 3,010 $1.62M 1.38% new 13F-HR Timeline WIREGRASS INVESTMENT MANAGEMENT LLC More: the full row for WIREGRASS INVESTMENT MANAGEMENT LLC 2,994 $1.61M 1.34% -1,594 13F-HR Timeline COOKSON PEIRCE & CO INC More: the full row for COOKSON PEIRCE & CO INC 2,993 $1.61M 0.07% +282 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 2,987 $1.61M 0.09% -263 13F-HR Timeline Group OPAL CAPITAL LLC More: the full row for OPAL CAPITAL LLC 2,982 $1.6M 0.28% +2,477 13F-HR Timeline GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 2,968 $1.6M 0.31% +18 13F-HR Timeline Capula Management Ltd in group Capula Management Ltd More: the full row for Capula Management Ltd 2,964 $1.59M 0.01% -3,310 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. V-Square Quantitative Management LLC More: the full row for V-Square Quantitative Management LLC 2,958 $1.59M 0.17% +53 13F-HR Timeline CAISSE DES DEPOTS ET CONSIGNATIONS More: the full row for CAISSE DES DEPOTS ET CONSIGNATIONS 2,952 $1.59M 0.03% -870 13F-HR Timeline PATRON PARTNERS, LLC More: the full row for PATRON PARTNERS, LLC 2,937 $1.58M 0.7% +103 13F-HR Timeline INCEPTIONR LLC More: the full row for INCEPTIONR LLC 2,933 $1.58M 0.38% -660 13F-HR Timeline