Lakeside Advisors, INC. More: the full row for Lakeside Advisors, INC. 12,875 $12M 7.58% -115 13F-HR Timeline PETREDIS INVESTMENT ADVISORS LLC More: the full row for PETREDIS INVESTMENT ADVISORS LLC 12,832 $12M 0.81% +4 13F-HR Timeline RICHARDS, MERRILL & PETERSON, INC. More: the full row for RICHARDS, MERRILL & PETERSON, INC. 12,810 $12M 3.8% +47 13F-HR Timeline WILSEY ASSET MANAGEMENT INC More: the full row for WILSEY ASSET MANAGEMENT INC 12,776 $12M 1.76% +86 13F-HR Timeline Vision Retirement, LLC More: the full row for Vision Retirement, LLC 12,764 $11.9M 2.89% +62 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 12,763 $11.9M 0.44% +952 13F-HR Timeline FARMERS & MERCHANTS TRUST Co OF LONG BE… More: the full row for FARMERS & MERCHANTS TRUST Co OF LONG BEACH 12,727 $11.9M 2.56% -276 13F-HR Timeline S.E.E.D. Planning Group LLC More: the full row for S.E.E.D. Planning Group LLC 12,637 $11.8M 3.12% +329 13F-HR Timeline LMCG INVESTMENTS, LLC More: the full row for LMCG INVESTMENTS, LLC 12,568 $11.8M 0.63% +1,036 13F-HR Timeline CFM WEALTH PARTNERS LLC More: the full row for CFM WEALTH PARTNERS LLC 12,546 $11.7M 1.5% +68 13F-HR Timeline Strategic Wealth Investment Group, LLC More: the full row for Strategic Wealth Investment Group, LLC 12,485 $11.7M 1.42% +2,089 13F-HR Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 12,482 $11.7M 0.44% -8 13F-HR Timeline Summit Global Investments in group Summit Global Investments More: the full row for Summit Global Investments 12,461 $11.7M 0.64% +510 13F-HR Timeline Group Ramsay, Stattman, Vela & Price, Inc. More: the full row for Ramsay, Stattman, Vela & Price, Inc. 12,457 $11.7M 2.07% -139 13F-HR Timeline DE BURLO GROUP INC More: the full row for DE BURLO GROUP INC 12,367 $11.6M 2.12% +50 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 12,363 $11.6M 0.81% -1,129 13F-HR Timeline Group Blue Fin Capital, Inc. More: the full row for Blue Fin Capital, Inc. 12,332 $11.5M 1.67% +200 13F-HR Timeline Texas Yale Capital Corp. More: the full row for Texas Yale Capital Corp. 12,316 $11.5M 0.25% -30 13F-HR Timeline OSSIAM More: the full row for OSSIAM 12,313 $11.5M 0.15% +2,797 13F-HR Timeline Infusive Asset Management Inc. More: the full row for Infusive Asset Management Inc. 12,241 $11.5M 5.21% +2,267 13F-HR Timeline Silicon Valley Capital Partners More: the full row for Silicon Valley Capital Partners 12,196 $11.4M 0.92% +224 13F-HR Timeline Kercheville Advisors, LLC More: the full row for Kercheville Advisors, LLC 12,171 $11.4M 3.47% -309 13F-HR Timeline WCG Wealth Advisors LLC More: the full row for WCG Wealth Advisors LLC 12,166 $11.4M 0.27% +959 13F-HR Timeline Texas Capital Bank Wealth Management Se… More: the full row for Texas Capital Bank Wealth Management Services Inc 12,100 $11.3M 0.61% +1,757 13F-HR Timeline WealthPlan Investment Management, LLC More: the full row for WealthPlan Investment Management, LLC 12,072 $11.3M 0.56% -1,763 13F-HR Timeline WESBANCO BANK INC More: the full row for WESBANCO BANK INC 11,948 $11.2M 0.28% -83 13F-HR Timeline Bradley & Co. Private Wealth Management… More: the full row for Bradley & Co. Private Wealth Management, LLC 11,910 $11.1M 5.31% +207 13F-HR Timeline SECURIAN ASSET MANAGEMENT, INC More: the full row for SECURIAN ASSET MANAGEMENT, INC 11,826 $11.1M 0.4% -225 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 11,873 $11.1M 0.36% +266 13F-HR Timeline Clarity Wealth Advisors, LLC More: the full row for Clarity Wealth Advisors, LLC 11,832 $11.1M 1.95% +100 13F-HR Timeline ALGERT GLOBAL LLC More: the full row for ALGERT GLOBAL LLC 11,823 $11.1M 0.13% +338 13F-HR Timeline SIGMA INVESTMENT COUNSELORS INC More: the full row for SIGMA INVESTMENT COUNSELORS INC 11,805 $11M 0.54% -644 13F-HR Timeline GREENLEAF TRUST More: the full row for GREENLEAF TRUST 11,766 $11M 0.11% -514 13F-HR Timeline Falcon Wealth Planning More: the full row for Falcon Wealth Planning 11,764 $11M 0.7% +1,725 13F-HR Timeline Bensler, LLC More: the full row for Bensler, LLC 11,760 $11M 0.97% +836 13F-HR Timeline Rice Partnership, LLC More: the full row for Rice Partnership, LLC 11,738 $11M 1.33% -139 13F-HR Timeline American Money Management, LLC More: the full row for American Money Management, LLC 11,729 $11M 1.57% -230 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 11,636 $10.9M 0.11% -607 13F-HR Timeline Canada Post Corp Registered Pension Plan More: the full row for Canada Post Corp Registered Pension Plan 11,606 $10.9M 0.38% 0 13F-HR Timeline Peachtree Investment Partners, LLC More: the full row for Peachtree Investment Partners, LLC 11,594 $10.8M 3.48% +65 13F-HR Timeline TritonPoint Partners, LLC group of 2 filers holding More: the full row for TritonPoint Partners, LLC 11,512 $10.8M +5,059 Timeline Defender Capital, LLC. More: the full row for Defender Capital, LLC. 11,500 $10.8M 3.49% -412 13F-HR Timeline Chokshi & Queen Wealth Advisors, Inc More: the full row for Chokshi & Queen Wealth Advisors, Inc 11,485 $10.7M 4.98% +249 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 11,469 $10.7M 0.49% +684 13F-HR Timeline Group Boston Common Asset Management, LLC More: the full row for Boston Common Asset Management, LLC 11,461 $10.7M 0.64% -1,266 13F-HR Timeline Broadleaf Partners, LLC More: the full row for Broadleaf Partners, LLC 11,430 $10.7M 2.07% -3,019 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 11,265 $10.5M 0.28% -498 13F-HR Timeline 1ST SOURCE BANK More: the full row for 1ST SOURCE BANK 11,257 $10.5M 0.48% -103 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 11,248 $10.5M 0.48% -375 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 11,234 $10.5M 0.5% -163 13F-HR Timeline Index Fund Advisors, Inc. More: the full row for Index Fund Advisors, Inc. 11,173 $10.5M 0.41% +13 13F-HR Timeline SIMPLEX TRADING, LLC More: the full row for SIMPLEX TRADING, LLC 11,161 $10.4M 0.27% new 13F-HR Timeline TLW Wealth Management, LLC More: the full row for TLW Wealth Management, LLC 11,100 $10.4M 5.88% -702 13F-HR Timeline CAPITAL GROUP INVESTMENT MANAGEMENT PTE… group of 2 filers holding More: the full row for CAPITAL GROUP INVESTMENT MANAGEMENT PTE. LTD. 11,086 $10.4M -513 Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 11,067 $10.4M 0.22% +99 13F-HR Timeline SFE Investment Counsel More: the full row for SFE Investment Counsel 11,067 $10.4M 1.43% -110 13F-HR Timeline OVERSEA-CHINESE BANKING Corp Ltd in group OVERSEA-CHINESE BANKING Corp … More: the full row for OVERSEA-CHINESE BANKING Corp Ltd 11,059 $10.3M 0.25% +6,557 13F-HR Timeline Group Churchill Financial Advisors, LLC More: the full row for Churchill Financial Advisors, LLC 11,051 $10.3M 1.99% 0 13F-HR Timeline GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 11,027 $10.3M 0.59% -1,036 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 10,975 $10.3M 0.39% +2,501 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 10,975 $10.3M 0.89% -643 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 10,922 $10.2M 0.28% -1,404 13F-HR Timeline Nikulski Financial, Inc. More: the full row for Nikulski Financial, Inc. 10,912 $10.2M 2.2% +169 13F-HR Timeline Fulcrum Asset Management LLP More: the full row for Fulcrum Asset Management LLP 10,779 $10.2M 1.02% new 13F-HR Timeline PERRYMAN FINANCIAL ADVISORY INC /AD More: the full row for PERRYMAN FINANCIAL ADVISORY INC /AD 10,906 $10.2M 1.36% +233 13F-HR Timeline NICOLET BANKSHARES INC in group NICOLET BANKSHARES INC More: the full row for NICOLET BANKSHARES INC 10,783 $10.1M 0.32% -390 13F-HR Timeline Group CONSOLIDATED CAPITAL MANAGEMENT, LLC More: the full row for CONSOLIDATED CAPITAL MANAGEMENT, LLC 10,822 $10.1M 2.7% +276 13F-HR Timeline CARDEROCK CAPITAL MANAGEMENT INC More: the full row for CARDEROCK CAPITAL MANAGEMENT INC 10,821 $10.1M 2.22% +1,105 13F-HR Timeline SlateStone Wealth, LLC More: the full row for SlateStone Wealth, LLC 10,813 $10.1M 0.77% -795 13F-HR Timeline Jessup Wealth Management, Inc More: the full row for Jessup Wealth Management, Inc 10,786 $10.1M 3.01% -188 13F-HR Timeline MidFirst Bank More: the full row for MidFirst Bank 10,785 $10.1M 0.72% +79 13F-HR Timeline True North Advisors, LLC More: the full row for True North Advisors, LLC 10,770 $10.1M 0.96% -165 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 10,722 $10M 0.55% -3 13F-HR Timeline Reynders McVeigh Capital Management, LLC More: the full row for Reynders McVeigh Capital Management, LLC 10,721 $10M 0.44% +182 13F-HR Timeline JAMISON PRIVATE WEALTH MANAGEMENT, INC. More: the full row for JAMISON PRIVATE WEALTH MANAGEMENT, INC. 10,716 $10M 1.04% +193 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 10,630 $9.94M 0.31% +367 13F-HR Timeline Meridian Wealth Advisors, LLC More: the full row for Meridian Wealth Advisors, LLC 10,586 $9.9M 1.13% +225 13F-HR Timeline Mengis Capital Management, Inc. More: the full row for Mengis Capital Management, Inc. 10,561 $9.88M 1.5% -15 13F-HR Timeline Hennion & Walsh Asset Management, Inc. More: the full row for Hennion & Walsh Asset Management, Inc. 10,525 $9.85M 0.28% +896 13F-HR Timeline Fideuram Asset Management (Ireland) dac More: the full row for Fideuram Asset Management (Ireland) dac 9,942 $9.8M 0.19% +9,288 13F-HR Timeline McBroom & Associates, LLC More: the full row for McBroom & Associates, LLC 10,453 $9.78M 4.92% -136 13F-HR Timeline Knuff & Co LLC More: the full row for Knuff & Co LLC 10,439 $9.77M 2.47% -84 13F-HR Timeline LUTS & GREENLEIGH GROUP, INC. More: the full row for LUTS & GREENLEIGH GROUP, INC. 10,396 $9.73M 7.36% -44 13F-HR Timeline One Capital Management, LLC More: the full row for One Capital Management, LLC 9,759 $9.72M 0.27% 0 13F-HR Timeline Independent Solutions Wealth Management… More: the full row for Independent Solutions Wealth Management, LLC 10,367 $9.7M 1.27% -315 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 10,366 $9.7M 0.27% +1,168 13F-HR Timeline Journey Advisory Group, LLC More: the full row for Journey Advisory Group, LLC 10,329 $9.66M 0.74% +52 13F-HR Timeline Osmosis Investment Management UK Ltd More: the full row for Osmosis Investment Management UK Ltd 10,287 $9.62M 0.45% -14,966 13F-HR Timeline Copeland Capital Management, LLC More: the full row for Copeland Capital Management, LLC 10,275 $9.61M 0.2% -596 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 10,231 $9.57M 0.85% -8 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. BLI - Banque de Luxembourg Investments More: the full row for BLI - Banque de Luxembourg Investments 10,080 $9.56M 0.34% +2,980 13F-HR Timeline Kesler, Norman & Wride, LLC More: the full row for Kesler, Norman & Wride, LLC 10,218 $9.56M 1.51% -39 13F-HR Timeline Avantax Planning Partners, Inc. More: the full row for Avantax Planning Partners, Inc. 10,203 $9.54M 0.24% -44 13F-HR Timeline NFJ INVESTMENT GROUP, LLC More: the full row for NFJ INVESTMENT GROUP, LLC 10,199 $9.54M 0.32% +1 13F-HR Timeline Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 10,198 $9.54M 0.29% -233 13F-HR Timeline UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT… More: the full row for UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT CO 10,170 $9.51M 1.1% +2,922 13F-HR Timeline HARBOUR INVESTMENT MANAGEMENT LLC More: the full row for HARBOUR INVESTMENT MANAGEMENT LLC 10,155 $9.5M 4.91% -115 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 10,031 $9.5M 0.31% 0 13F-HR Timeline Great Lakes Retirement, Inc. More: the full row for Great Lakes Retirement, Inc. 10,138 $9.48M 0.84% +72 13F-HR Timeline Aviso Financial Inc. More: the full row for Aviso Financial Inc. 10,132 $9.48M 0.33% -2,538 13F-HR Timeline Hanson & Doremus Investment Management More: the full row for Hanson & Doremus Investment Management 10,126 $9.47M 0.96% -921 13F-HR Timeline First National Bank of Mount Dora, Trus… More: the full row for First National Bank of Mount Dora, Trust Investment Services 10,086 $9.44M 1.89% -236 13F-HR Timeline PARSONS CAPITAL MANAGEMENT INC/RI More: the full row for PARSONS CAPITAL MANAGEMENT INC/RI 10,041 $9.39M 0.42% +138 13F-HR Timeline Platform Wealth Management, LLC More: the full row for Platform Wealth Management, LLC 10,041 $9.39M 3.44% 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 10,010 $9.36M 0.54% +1,415 13F-HR Timeline Osprey Private Wealth LLC More: the full row for Osprey Private Wealth LLC 10,009 $9.36M 2.42% +496 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 10,007 $9.36M 0.32% +12 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 10,000 $9.35M 0.12% +1,339 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 10,000 $9.35M 0.38% -79 13F-HR Timeline PAYDEN & RYGEL More: the full row for PAYDEN & RYGEL 9,960 $9.32M 0.72% +9,060 13F-HR Timeline Stokes Capital Advisors, LLC More: the full row for Stokes Capital Advisors, LLC 9,956 $9.31M 1.99% -703 13F-HR Timeline Sun Group Wealth Partners More: the full row for Sun Group Wealth Partners 9,938 $9.3M 6.34% -315 13F-HR Timeline EFG International AG in group EFG International AG More: the full row for EFG International AG 9,915 $9.27M 0.17% +1,262 13F-HR Timeline Group Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 9,889 $9.25M 0.11% -164 13F-HR Timeline HOHIMER WEALTH MANAGEMENT, LLC More: the full row for HOHIMER WEALTH MANAGEMENT, LLC 9,873 $9.24M 0.95% +124 13F-HR Timeline Retail Employees Superannuation Pty Ltd… More: the full row for Retail Employees Superannuation Pty Ltd as trustee for Retail Employees Superannuation Trust 9,856 $9.22M 2.47% -7,856 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 9,851 $9.22M 0.34% -243 13F-HR Timeline Havemeyer Place LP More: the full row for Havemeyer Place LP 9,846 $9.21M 0.91% +8,497 13F-HR Timeline BECK MACK & OLIVER LLC More: the full row for BECK MACK & OLIVER LLC 9,844 $9.21M 0.18% -662 13F-HR Timeline DSG Capital Advisors, LLC More: the full row for DSG Capital Advisors, LLC 9,975 $9.19M 1.31% +360 13F-HR Timeline MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC More: the full row for MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC 9,821 $9.19M 1.45% -143 13F-HR Timeline CULLINAN ASSOCIATES INC More: the full row for CULLINAN ASSOCIATES INC 9,805 $9.17M 0.69% -243 13F-HR Timeline BARR E S & CO More: the full row for BARR E S & CO 9,799 $9.17M 0.51% -5 13F-HR Timeline Synergy Asset Management, LLC in group Synergy Asset Management, LLC More: the full row for Synergy Asset Management, LLC 9,789 $9.16M 0.86% -9,566 13F-HR Timeline Group Pavion Blue Capital, LLC More: the full row for Pavion Blue Capital, LLC 9,147 $9.12M 3.67% -17 13F-HR Timeline Kenora Financial, LLC More: the full row for Kenora Financial, LLC 9,747 $9.12M 2.82% +33 13F-HR Timeline First Western Trust Bank More: the full row for First Western Trust Bank 9,740 $9.11M 0.44% -855 13F-HR Timeline Cypress Capital Group in group Cypress Capital Group More: the full row for Cypress Capital Group 9,728 $9.1M 0.85% +1,657 13F-HR Timeline Group HOWE & RUSLING INC More: the full row for HOWE & RUSLING INC 9,728 $9.1M 0.53% -76 13F-HR Timeline TOWER BRIDGE ADVISORS More: the full row for TOWER BRIDGE ADVISORS 9,661 $9.04M 0.82% -485 13F-HR Timeline Headland Capital, LLC More: the full row for Headland Capital, LLC 9,640 $9.02M 2.22% +176 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 9,589 $8.97M 0.17% -56 13F-HR Timeline Purpose Unlimited Inc. in group Purpose Unlimited Inc. More: the full row for Purpose Unlimited Inc. 9,556 $8.95M 0.34% +452 13F-HR Timeline Group Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 9,531 $8.92M 0.17% -16 13F-HR Timeline WoodTrust Financial Corp in group WoodTrust Financial Corp More: the full row for WoodTrust Financial Corp 9,521 $8.91M 1.06% -359 13F-HR Timeline Group Clear Street Group Inc. in group Clear Street Group Inc. More: the full row for Clear Street Group Inc. 9,471 $8.86M 0.03% +4,991 13F-HR Timeline Group Nelson Capital Management, LLC More: the full row for Nelson Capital Management, LLC 9,464 $8.85M 0.97% -152 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 9,537 $8.83M 0.18% +331 13F-HR Timeline Baugh & Associates, LLC More: the full row for Baugh & Associates, LLC 9,405 $8.8M 3.89% -763 13F-HR Timeline GARRISON BRADFORD & ASSOCIATES INC More: the full row for GARRISON BRADFORD & ASSOCIATES INC 9,403 $8.8M 9.54% -698 13F-HR Timeline Allen Capital Group, LLC More: the full row for Allen Capital Group, LLC 9,358 $8.75M 0.72% +1,036 13F-HR Timeline TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 9,341 $8.74M 0.73% +181 13F-HR Timeline EVEXIA WEALTH LLC More: the full row for EVEXIA WEALTH LLC 9,151 $8.73M 2.36% -141 13F-HR Timeline HARTLINE INVESTMENT CORP/ More: the full row for HARTLINE INVESTMENT CORP/ 9,327 $8.73M 0.76% -13 13F-HR Timeline Stony Point Capital LLC More: the full row for Stony Point Capital LLC 9,281 $8.68M 0.57% +293 13F-HR Timeline Rockline Wealth Management, LLC More: the full row for Rockline Wealth Management, LLC 9,263 $8.67M 1.66% -164 13F-HR Timeline Choate Investment Advisors More: the full row for Choate Investment Advisors 9,207 $8.61M 0.15% -349 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 9,181 $8.59M 0.18% -125 13F-HR Timeline APPLETON PARTNERS INC/MA More: the full row for APPLETON PARTNERS INC/MA 9,181 $8.59M 0.53% -232 13F-HR Timeline MOUNT VERNON ASSOCIATES INC /MD/ More: the full row for MOUNT VERNON ASSOCIATES INC /MD/ 9,177 $8.59M 5.6% -540 13F-HR Timeline CITY HOLDING CO More: the full row for CITY HOLDING CO 9,170 $8.58M 0.97% -69 13F-HR Timeline GPM Growth Investors, Inc. More: the full row for GPM Growth Investors, Inc. 9,169 $8.58M 3.58% -1,585 13F-HR Timeline Goelzer Investment Management, Inc. More: the full row for Goelzer Investment Management, Inc. 9,146 $8.56M 0.37% -432 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 9,116 $8.53M 0.07% -148 13F-HR Timeline Spartan Wealth Advisory Services LLC More: the full row for Spartan Wealth Advisory Services LLC 9,105 $8.52M 0.7% +63 13F-HR Timeline Blue Sky Capital Consultants Group, Inc. More: the full row for Blue Sky Capital Consultants Group, Inc. 9,098 $8.51M 3.64% +227 13F-HR Timeline Leeward Financial Partners, LLC More: the full row for Leeward Financial Partners, LLC 9,094 $8.51M 2.23% -711 13F-HR Timeline PEAK6 LLC in group PEAK6 LLC More: the full row for PEAK6 LLC 9,073 $8.49M 0.21% -1,588 13F-HR Timeline Group Phoenix Financial Ltd. in group Phoenix Financial Ltd. More: the full row for Phoenix Financial Ltd. 9,050 $8.47M 0.06% -899 13F-HR Timeline Group Meiji Yasuda Life Insurance Co group of 2 filers holding More: the full row for Meiji Yasuda Life Insurance Co 9,048 $8.46M +155 Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 9,000 $8.42M 0.54% -227 13F-HR Timeline Cordgrass Capital Advisors, LLC More: the full row for Cordgrass Capital Advisors, LLC 8,996 $8.42M 3.13% -698 13F-HR Timeline ODDO BHF ASSET MANAGEMENT SAS More: the full row for ODDO BHF ASSET MANAGEMENT SAS 8,972 $8.39M 0.39% +476 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Wealth Analytics Partners, LLC More: the full row for Wealth Analytics Partners, LLC 9,023 $8.32M 3.02% -12 13F-HR Timeline CapWealth Advisors, LLC More: the full row for CapWealth Advisors, LLC 8,857 $8.29M 0.57% -415 13F-HR Timeline Arlington Financial Advisors, LLC More: the full row for Arlington Financial Advisors, LLC 8,854 $8.28M 1.05% -92 13F-HR Timeline KMG FIDUCIARY PARTNERS, LLC More: the full row for KMG FIDUCIARY PARTNERS, LLC 8,847 $8.28M 0.77% -1,502 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 8,840 $8.27M 0.36% +597 13F-HR Timeline Stiles Financial Services Inc More: the full row for Stiles Financial Services Inc 8,824 $8.25M 2.07% -29 13F-HR Timeline GKV Capital Management Co., Inc. More: the full row for GKV Capital Management Co., Inc. 8,800 $8.23M 2.66% +83 13F-HR Timeline DLK Investment Management, LLC More: the full row for DLK Investment Management, LLC 9,656 $8.21M 3.49% +225 13F-HR Timeline Americana Partners, LLC More: the full row for Americana Partners, LLC 8,764 $8.2M 0.18% -9,876 13F-HR Timeline V-Square Quantitative Management LLC More: the full row for V-Square Quantitative Management LLC 8,755 $8.19M 0.78% +6,023 13F-HR Timeline THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 8,755 $8.19M 0.39% -4 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 8,748 $8.18M 0.32% -235 13F-HR Timeline SCHNIEDERS CAPITAL MANAGEMENT, LLC. More: the full row for SCHNIEDERS CAPITAL MANAGEMENT, LLC. 8,737 $8.17M 1.07% +730 13F-HR Timeline SVB WEALTH LLC More: the full row for SVB WEALTH LLC 8,736 $8.17M 0.52% -175 13F-HR Timeline Legacy Trust More: the full row for Legacy Trust 8,671 $8.11M 1.43% +144 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 8,659 $8.1M 0.17% +946 13F-HR Timeline Group Sterling Investment Advisors, Ltd. More: the full row for Sterling Investment Advisors, Ltd. 8,656 $8.1M 1.35% -727 13F-HR Timeline ROI Financial Advisors, LLC More: the full row for ROI Financial Advisors, LLC 8,615 $8.06M 4.17% -82 13F-HR Timeline Legacy Private Trust Co. More: the full row for Legacy Private Trust Co. 8,597 $8.04M 0.45% -58 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 8,589 $8.03M 0.71% +17 13F-HR Timeline Traynor Capital Management, Inc. More: the full row for Traynor Capital Management, Inc. 8,580 $8.03M 0.38% +266 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 8,562 $8.01M 0.25% +106 13F-HR Timeline HCR Wealth Advisors More: the full row for HCR Wealth Advisors 8,541 $7.99M 0.72% +1 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 8,525 $7.97M 0.12% +865 13F-HR Timeline Fulton Bank, N.A. More: the full row for Fulton Bank, N.A. 8,505 $7.96M 0.24% +453 13F-HR Timeline PETERSON WEALTH MANAGEMENT More: the full row for PETERSON WEALTH MANAGEMENT 8,485 $7.94M 3.7% +1,901 13F-HR Timeline GAM Holding AG in group GAM Holding AG More: the full row for GAM Holding AG 8,478 $7.93M 0.61% -240 13F-HR Timeline Group BFSG, LLC More: the full row for BFSG, LLC 8,437 $7.89M 0.7% -46 13F-HR Timeline NLB Skladi, upravljanje premozenja, d.o… More: the full row for NLB Skladi, upravljanje premozenja, d.o.o. 8,413 $7.87M 0.3% -2,286 13F-HR Timeline FFG Partners, LLC More: the full row for FFG Partners, LLC 8,398 $7.86M 2.26% -123 13F-HR Timeline Security National Bank More: the full row for Security National Bank 8,378 $7.84M 0.94% +1,034 13F-HR Timeline Cardinal Point Capital Management ULC More: the full row for Cardinal Point Capital Management ULC 8,366 $7.83M 0.44% +336 13F-HR Timeline Hoffman, Alan N Investment Management More: the full row for Hoffman, Alan N Investment Management 8,346 $7.81M 4.61% -77 13F-HR Timeline LOS ANGELES CAPITAL MANAGEMENT LLC More: the full row for LOS ANGELES CAPITAL MANAGEMENT LLC 8,342 $7.8M 0.03% -16,816 13F-HR Timeline TRUST CO OF OKLAHOMA More: the full row for TRUST CO OF OKLAHOMA 8,342 $7.8M 2.01% -225 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 8,329 $7.79M 0.59% -190 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 8,300 $7.76M 0.12% -47 13F-HR Timeline