SIGMA INVESTMENT COUNSELORS INC More: the full row for SIGMA INVESTMENT COUNSELORS INC 12,449 $12.4M 0.66% -626 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 12,424 $12.4M 0.21% +686 13F-HR Timeline Texas Yale Capital Corp. More: the full row for Texas Yale Capital Corp. 12,346 $12.3M 0.35% +93 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 12,326 $12.3M 0.37% +781 13F-HR/A Timeline DE BURLO GROUP INC More: the full row for DE BURLO GROUP INC 12,317 $12.3M 2.78% -7,510 13F-HR Timeline S.E.E.D. Planning Group LLC More: the full row for S.E.E.D. Planning Group LLC 12,308 $12.3M 3.56% +5,139 13F-HR Timeline Evelyn Partners Group Ltd group of 3 filers holding More: the full row for Evelyn Partners Group Ltd 12,302 $12.3M +169 Timeline GREENLEAF TRUST More: the full row for GREENLEAF TRUST 12,280 $12.2M 0.12% +78 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 12,243 $12.2M 0.14% -2,751 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 12,156 $12.1M 0.32% +2,827 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 12,144 $12.1M 0.3% +601 13F-HR Timeline Blue Fin Capital, Inc. More: the full row for Blue Fin Capital, Inc. 12,132 $12.1M 1.98% +85 13F-HR Timeline GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 12,063 $12M 0.5% +144 13F-HR Timeline SECURIAN ASSET MANAGEMENT, INC More: the full row for SECURIAN ASSET MANAGEMENT, INC 12,051 $12M 0.48% 0 13F-HR Timeline WESBANCO BANK INC More: the full row for WESBANCO BANK INC 12,031 $12M 0.33% -410 13F-HR Timeline PKO Investment Management Joint-Stock Co More: the full row for PKO Investment Management Joint-Stock Co 12,000 $12M 1.01% -7,011 13F-HR Timeline Silicon Valley Capital Partners More: the full row for Silicon Valley Capital Partners 11,972 $11.9M 1.17% -6,299 13F-HR Timeline American Money Management, LLC More: the full row for American Money Management, LLC 11,959 $11.9M 1.89% -61 13F-HR Timeline Summit Global Investments in group Summit Global Investments More: the full row for Summit Global Investments 11,951 $11.9M 0.7% -2,568 13F-HR Timeline Group AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 11,914 $11.9M 0.28% -624 13F-HR Timeline Defender Capital, LLC. More: the full row for Defender Capital, LLC. 11,912 $11.9M 4.21% -172 13F-HR Timeline Rice Partnership, LLC More: the full row for Rice Partnership, LLC 11,877 $11.8M 1.62% -146 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 11,811 $11.8M 0.55% +2,366 13F-HR Timeline TLW Wealth Management, LLC More: the full row for TLW Wealth Management, LLC 11,802 $11.8M 6.89% +137 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 11,763 $11.7M 0.36% +2,031 13F-HR Timeline Clarity Wealth Advisors, LLC More: the full row for Clarity Wealth Advisors, LLC 11,732 $11.7M 2.41% +10 13F-HR Timeline Ascentis Wealth Management, LLC group of 2 filers holding More: the full row for Ascentis Wealth Management, LLC 11,724 $11.7M +5,713 Timeline Y-Intercept (Hong Kong) Ltd More: the full row for Y-Intercept (Hong Kong) Ltd 11,719 $11.7M 0.22% +11,028 13F-HR Timeline Bradley & Co. Private Wealth Management… More: the full row for Bradley & Co. Private Wealth Management, LLC 11,703 $11.7M 6.15% +766 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 11,623 $11.6M 0.61% -4,444 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 11,618 $11.6M 1.1% -36 13F-HR Timeline SlateStone Wealth, LLC More: the full row for SlateStone Wealth, LLC 11,608 $11.6M 0.95% +19 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 11,607 $11.6M 0.42% +3,155 13F-HR Timeline Canada Post Corp Registered Pension Plan More: the full row for Canada Post Corp Registered Pension Plan 11,606 $11.6M 0.46% +160 13F-HR Timeline CAPITAL GROUP INVESTMENT MANAGEMENT PTE… group of 2 filers holding More: the full row for CAPITAL GROUP INVESTMENT MANAGEMENT PTE. LTD. 11,599 $11.6M -2,676 Timeline Baldwin Investment Management, LLC More: the full row for Baldwin Investment Management, LLC 11,581 $11.5M 1.35% +225 13F-HR Timeline LMCG INVESTMENTS, LLC More: the full row for LMCG INVESTMENTS, LLC 11,532 $11.5M 0.68% +2,615 13F-HR Timeline Peachtree Investment Partners, LLC More: the full row for Peachtree Investment Partners, LLC 11,529 $11.5M 4.38% -606 13F-HR Timeline Howard Capital Management, LLC More: the full row for Howard Capital Management, LLC 11,509 $11.5M 0.19% -18,252 13F-HR Timeline ALGERT GLOBAL LLC More: the full row for ALGERT GLOBAL LLC 11,485 $11.4M 0.17% +680 13F-HR/A Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 11,397 $11.4M 0.58% +288 13F-HR Timeline 1ST SOURCE BANK More: the full row for 1ST SOURCE BANK 11,360 $11.3M 0.58% -155 13F-HR Timeline Empirical Capital Management, LLC More: the full row for Empirical Capital Management, LLC 11,350 $11.3M 6.78% 0 13F-HR Timeline Chokshi & Queen Wealth Advisors, Inc More: the full row for Chokshi & Queen Wealth Advisors, Inc 11,236 $11.2M 5.98% +346 13F-HR Timeline WCG Wealth Advisors LLC More: the full row for WCG Wealth Advisors LLC 11,207 $11.2M 0.31% +621 13F-HR Timeline SFE Investment Counsel More: the full row for SFE Investment Counsel 11,177 $11.1M 1.78% -23 13F-HR Timeline NICOLET BANKSHARES INC in group NICOLET BANKSHARES INC More: the full row for NICOLET BANKSHARES INC 11,173 $11.1M 0.41% +6,249 13F-HR Timeline Group Index Fund Advisors, Inc. More: the full row for Index Fund Advisors, Inc. 11,160 $11.1M 0.5% +55 13F-HR Timeline COMMERZBANK AKTIENGESELLSCHAFT /FI More: the full row for COMMERZBANK AKTIENGESELLSCHAFT /FI 11,107 $11.1M 0.23% +2,250 13F-HR Timeline Churchill Financial Advisors, LLC More: the full row for Churchill Financial Advisors, LLC 11,051 $11M 2.31% +3,493 13F-HR Timeline Hanson & Doremus Investment Management More: the full row for Hanson & Doremus Investment Management 11,047 $11M 1.27% +793 13F-HR Timeline PICTON MAHONEY ASSET MANAGEMENT More: the full row for PICTON MAHONEY ASSET MANAGEMENT 10,998 $11M 0.11% +10,574 13F-HR Timeline Jessup Wealth Management, Inc More: the full row for Jessup Wealth Management, Inc 10,974 $10.9M 3.99% +7,114 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 10,968 $10.9M 0.25% +612 13F-HR Timeline True North Advisors, LLC More: the full row for True North Advisors, LLC 10,935 $10.9M 1.24% +784 13F-HR Timeline Bensler, LLC More: the full row for Bensler, LLC 10,924 $10.9M 1.12% -286 13F-HR Timeline Copeland Capital Management, LLC More: the full row for Copeland Capital Management, LLC 10,871 $10.8M 0.24% -710 13F-HR Timeline Capital Planning Advisors, LLC More: the full row for Capital Planning Advisors, LLC 10,860 $10.8M 1.56% -439 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 10,785 $10.7M 0.58% +644 13F-HR Timeline Group GPM Growth Investors, Inc. More: the full row for GPM Growth Investors, Inc. 10,754 $10.7M 4.51% -107 13F-HR Timeline Nikulski Financial, Inc. More: the full row for Nikulski Financial, Inc. 10,743 $10.7M 2.64% -3,081 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 10,725 $10.7M 0.65% +31 13F-HR Timeline MidFirst Bank More: the full row for MidFirst Bank 10,706 $10.7M 0.88% +270 13F-HR Timeline NLB Skladi, upravljanje premozenja, d.o… More: the full row for NLB Skladi, upravljanje premozenja, d.o.o. 10,699 $10.7M 0.51% +540 13F-HR Timeline Independent Solutions Wealth Management… More: the full row for Independent Solutions Wealth Management, LLC 10,682 $10.6M 1.57% -681 13F-HR Timeline PERRYMAN FINANCIAL ADVISORY INC /AD More: the full row for PERRYMAN FINANCIAL ADVISORY INC /AD 10,673 $10.6M 1.59% -112 13F-HR/A Timeline PEAK6 LLC in group PEAK6 LLC More: the full row for PEAK6 LLC 10,661 $10.6M 0.31% +10,658 13F-HR Timeline Group Stokes Capital Advisors, LLC More: the full row for Stokes Capital Advisors, LLC 10,659 $10.6M 2.38% -601 13F-HR/A Timeline OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC More: the full row for OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC 10,656 $10.6M 0.56% -1,771 13F-HR Timeline Cercano Management LLC More: the full row for Cercano Management LLC 10,628 $10.6M 0.46% -6,511 13F-HR Timeline BOCHK Asset Management Ltd More: the full row for BOCHK Asset Management Ltd 10,600 $10.6M 2.19% new 13F-HR Timeline First Western Trust Bank More: the full row for First Western Trust Bank 10,595 $10.6M 0.53% -178 13F-HR Timeline McBroom & Associates, LLC More: the full row for McBroom & Associates, LLC 10,589 $10.6M 5.88% -912 13F-HR Timeline Mengis Capital Management, Inc. More: the full row for Mengis Capital Management, Inc. 10,576 $10.5M 1.81% -55 13F-HR Timeline CONSOLIDATED CAPITAL MANAGEMENT, LLC More: the full row for CONSOLIDATED CAPITAL MANAGEMENT, LLC 10,546 $10.5M 3.39% +2,796 13F-HR Timeline Reynders McVeigh Capital Management, LLC More: the full row for Reynders McVeigh Capital Management, LLC 10,539 $10.5M 0.53% -53 13F-HR Timeline JAMISON PRIVATE WEALTH MANAGEMENT, INC. More: the full row for JAMISON PRIVATE WEALTH MANAGEMENT, INC. 10,523 $10.5M 1.28% +122 13F-HR Timeline Knuff & Co LLC More: the full row for Knuff & Co LLC 10,523 $10.5M 3.16% -93 13F-HR Timeline BECK MACK & OLIVER LLC More: the full row for BECK MACK & OLIVER LLC 10,506 $10.5M 0.22% -5 13F-HR Timeline LUTS & GREENLEIGH GROUP, INC. More: the full row for LUTS & GREENLEIGH GROUP, INC. 10,440 $10.4M 8.24% +10 13F-HR Timeline Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 10,431 $10.4M 0.39% +12 13F-HR Timeline Strategic Wealth Investment Group, LLC More: the full row for Strategic Wealth Investment Group, LLC 10,396 $10.4M 1.31% +139 13F-HR Timeline SummitTX Capital, L.P. More: the full row for SummitTX Capital, L.P. 10,395 $10.4M 0.33% -21,320 13F-HR Timeline Meridian Wealth Advisors, LLC More: the full row for Meridian Wealth Advisors, LLC 10,361 $10.3M 1.37% -381 13F-HR Timeline KMG FIDUCIARY PARTNERS, LLC More: the full row for KMG FIDUCIARY PARTNERS, LLC 10,349 $10.3M 0.76% -1,105 13F-HR Timeline Texas Capital Bank Wealth Management Se… More: the full row for Texas Capital Bank Wealth Management Services Inc 10,343 $10.3M 0.61% -585 13F-HR Timeline First National Bank of Mount Dora, Trus… More: the full row for First National Bank of Mount Dora, Trust Investment Services 10,322 $10.3M 2.22% -3,424 13F-HR Timeline Journey Advisory Group, LLC More: the full row for Journey Advisory Group, LLC 10,277 $10.2M 0.88% -262 13F-HR Timeline HARBOUR INVESTMENT MANAGEMENT LLC More: the full row for HARBOUR INVESTMENT MANAGEMENT LLC 10,270 $10.2M 5.56% -1,895 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 10,263 $10.2M 0.37% -571 13F-HR Timeline Kesler, Norman & Wride, LLC More: the full row for Kesler, Norman & Wride, LLC 10,257 $10.2M 1.76% -83 13F-HR Timeline Sun Group Wealth Partners More: the full row for Sun Group Wealth Partners 10,253 $10.2M 8.03% +324 13F-HR Timeline Avantax Planning Partners, Inc. More: the full row for Avantax Planning Partners, Inc. 10,247 $10.2M 0.28% -445 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 10,239 $10.2M 1.01% -69 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Winslow Capital Management, LLC More: the full row for Winslow Capital Management, LLC 10,221 $10.2M 0.04% new 13F-HR Timeline NFJ INVESTMENT GROUP, LLC More: the full row for NFJ INVESTMENT GROUP, LLC 10,198 $10.2M 0.38% +491 13F-HR Timeline Baugh & Associates, LLC More: the full row for Baugh & Associates, LLC 10,168 $10.1M 4.38% -84 13F-HR Timeline TOWER BRIDGE ADVISORS More: the full row for TOWER BRIDGE ADVISORS 10,146 $10.1M 0.98% -18 13F-HR Timeline GARRISON BRADFORD & ASSOCIATES INC More: the full row for GARRISON BRADFORD & ASSOCIATES INC 10,101 $10.1M 11.39% -731 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 10,094 $10.1M 0.41% -287 13F-HR Timeline Concentric Capital Strategies, LP More: the full row for Concentric Capital Strategies, LP 10,093 $10.1M 0.88% +6,729 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 10,079 $10M 0.48% +1,838 13F-HR Timeline Great Lakes Retirement, Inc. More: the full row for Great Lakes Retirement, Inc. 10,066 $10M 1.04% +1 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 10,053 $10M 0.14% +471 13F-HR Timeline CULLINAN ASSOCIATES INC More: the full row for CULLINAN ASSOCIATES INC 10,048 $10M 0.81% -3,669 13F-HR Timeline Falcon Wealth Planning More: the full row for Falcon Wealth Planning 10,039 $10M 0.68% -747 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 10,031 $10M 0.36% +591 13F-HR Timeline Livforsakringsbolaget Skandia, Omsesidi… More: the full row for Livforsakringsbolaget Skandia, Omsesidigt 10,001 $9.96M 0.39% +350 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 9,995 $9.96M 0.38% -3,776 13F-HR Timeline Infusive Asset Management Inc. More: the full row for Infusive Asset Management Inc. 9,974 $9.94M 4.81% -4,322 13F-HR Timeline MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC More: the full row for MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC 9,964 $9.93M 1.7% -26 13F-HR Timeline Phoenix Financial Ltd. in group Phoenix Financial Ltd. More: the full row for Phoenix Financial Ltd. 9,949 $9.91M 0.09% -4,504 13F-HR Timeline Group Arax Advisory Partners More: the full row for Arax Advisory Partners 9,933 $9.9M 0.28% -209 13F-HR Timeline PARSONS CAPITAL MANAGEMENT INC/RI More: the full row for PARSONS CAPITAL MANAGEMENT INC/RI 9,903 $9.87M 0.45% +89 13F-HR Timeline WoodTrust Financial Corp in group WoodTrust Financial Corp More: the full row for WoodTrust Financial Corp 9,880 $9.85M 1.27% -1,101 13F-HR Timeline Group Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 9,841 $9.81M 0.23% -175 13F-HR Timeline Leeward Financial Partners, LLC More: the full row for Leeward Financial Partners, LLC 9,805 $9.77M 2.91% -212 13F-HR Timeline BARR E S & CO More: the full row for BARR E S & CO 9,804 $9.77M 0.57% -214 13F-HR Timeline HOWE & RUSLING INC More: the full row for HOWE & RUSLING INC 9,804 $9.77M 0.64% +87 13F-HR Timeline Constitution Capital LLC More: the full row for Constitution Capital LLC 9,777 $9.74M 4.87% +5,332 13F-HR Timeline One Capital Management, LLC More: the full row for One Capital Management, LLC 9,759 $9.72M 0.27% -300 13F-HR Timeline HOHIMER WEALTH MANAGEMENT, LLC More: the full row for HOHIMER WEALTH MANAGEMENT, LLC 9,749 $9.71M 1.19% +3,405 13F-HR Timeline MOUNT VERNON ASSOCIATES INC /MD/ More: the full row for MOUNT VERNON ASSOCIATES INC /MD/ 9,717 $9.68M 6.84% -15 13F-HR Timeline CARDEROCK CAPITAL MANAGEMENT INC More: the full row for CARDEROCK CAPITAL MANAGEMENT INC 9,716 $9.68M 2.39% +228 13F-HR Timeline Kenora Financial, LLC More: the full row for Kenora Financial, LLC 9,714 $9.68M 3.39% +41 13F-HR Timeline Cordgrass Capital Advisors, LLC More: the full row for Cordgrass Capital Advisors, LLC 9,694 $9.66M 2.26% +76 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 9,645 $9.61M 0.2% +281 13F-HR Timeline Hennion & Walsh Asset Management, Inc. More: the full row for Hennion & Walsh Asset Management, Inc. 9,629 $9.59M 0.32% +1,182 13F-HR Timeline Nelson Capital Management, LLC More: the full row for Nelson Capital Management, LLC 9,616 $9.58M 1.17% -168 13F-HR Timeline DSG Capital Advisors, LLC More: the full row for DSG Capital Advisors, LLC 9,615 $9.58M 1.53% +15 13F-HR Timeline Goelzer Investment Management, Inc. More: the full row for Goelzer Investment Management, Inc. 9,578 $9.54M 0.46% -1,256 13F-HR Timeline Choate Investment Advisors More: the full row for Choate Investment Advisors 9,556 $9.52M 0.19% -869 13F-HR Timeline Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 9,547 $9.51M 0.22% -3,653 13F-HR Timeline OSSIAM More: the full row for OSSIAM 9,516 $9.48M 0.17% -94,640 13F-HR Timeline Osprey Private Wealth LLC More: the full row for Osprey Private Wealth LLC 9,513 $9.48M 2.74% +1,068 13F-HR Timeline Headland Capital, LLC More: the full row for Headland Capital, LLC 9,464 $9.43M 2.66% +112 13F-HR Timeline DLK Investment Management, LLC More: the full row for DLK Investment Management, LLC 9,431 $9.4M 3.72% -234 13F-HR Timeline Rockline Wealth Management, LLC More: the full row for Rockline Wealth Management, LLC 9,427 $9.39M 2.04% -291 13F-HR Timeline APPLETON PARTNERS INC/MA More: the full row for APPLETON PARTNERS INC/MA 9,413 $9.38M 0.65% -817 13F-HR Timeline Sterling Investment Advisors, Ltd. More: the full row for Sterling Investment Advisors, Ltd. 9,383 $9.35M 1.69% -112 13F-HR Timeline HARTLINE INVESTMENT CORP/ More: the full row for HARTLINE INVESTMENT CORP/ 9,340 $9.31M 1.02% -92 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 9,332 $9.3M 0.53% -1,320 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 9,306 $9.27M 0.22% -1,842 13F-HR Timeline WESTWOOD HOLDINGS GROUP INC in group WESTWOOD HOLDINGS GROUP INC More: the full row for WESTWOOD HOLDINGS GROUP INC 9,276 $9.24M 0.07% +11 13F-HR Timeline Group Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 9,206 $9.24M 0.21% +1,448 13F-HR Timeline CapWealth Advisors, LLC More: the full row for CapWealth Advisors, LLC 9,272 $9.24M 0.69% -1,380 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 9,264 $9.23M 0.09% +1,100 13F-HR Timeline Wealthcare Advisory Partners LLC group of 2 filers holding More: the full row for Wealthcare Advisory Partners LLC 9,261 $9.23M +197 Timeline CITY HOLDING CO More: the full row for CITY HOLDING CO 9,239 $9.21M 1.15% +63 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 9,227 $9.19M 0.63% +369 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 9,198 $9.17M 0.31% +73 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 9,196 $9.16M 0.98% +46 13F-HR Timeline Pavion Blue Capital, LLC More: the full row for Pavion Blue Capital, LLC 9,164 $9.13M 3.97% -84 13F-HR Timeline TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 9,160 $9.13M 0.87% +214 13F-HR Timeline EVEXIA WEALTH LLC More: the full row for EVEXIA WEALTH LLC 9,292 $9.11M 2.51% -1,940 13F-HR Timeline Purpose Unlimited Inc. in group Purpose Unlimited Inc. More: the full row for Purpose Unlimited Inc. 9,104 $9.07M 0.38% +246 13F-HR Timeline Group Spartan Wealth Advisory Services LLC More: the full row for Spartan Wealth Advisory Services LLC 9,042 $9.01M 0.79% 13F-HR Timeline Wealth Analytics Partners, LLC More: the full row for Wealth Analytics Partners, LLC 9,035 $9M 3.66% -132 13F-HR Timeline Stony Point Capital LLC More: the full row for Stony Point Capital LLC 8,988 $8.96M 0.72% +6 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 8,983 $8.95M 0.38% -689 13F-HR Timeline Arlington Financial Advisors, LLC More: the full row for Arlington Financial Advisors, LLC 8,946 $8.91M 1.27% +428 13F-HR Timeline Stenger Family Office, LLC More: the full row for Stenger Family Office, LLC 8,943 $8.91M 1.57% +778 13F-HR Timeline CX Institutional More: the full row for CX Institutional 8,922 $8.89M 0.27% -149 13F-HR Timeline SVB WEALTH LLC More: the full row for SVB WEALTH LLC 8,911 $8.88M 0.58% -3,346 13F-HR Timeline Meiji Yasuda Life Insurance Co group of 2 filers holding More: the full row for Meiji Yasuda Life Insurance Co 8,893 $8.86M -3,664 Timeline Blue Sky Capital Consultants Group, Inc. More: the full row for Blue Sky Capital Consultants Group, Inc. 8,871 $8.84M 4.22% -525 13F-HR Timeline Stiles Financial Services Inc More: the full row for Stiles Financial Services Inc 8,853 $8.82M 2.7% +109 13F-HR Timeline DRW Securities, LLC More: the full row for DRW Securities, LLC 8,820 $8.78M 0.48% +5,536 13F-HR Timeline THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 8,759 $8.73M 0.52% +30 13F-HR Timeline Secure Asset Management, LLC More: the full row for Secure Asset Management, LLC 8,754 $8.72M 1.38% +730 13F-HR Timeline GAM Holding AG in group GAM Holding AG More: the full row for GAM Holding AG 8,718 $8.69M 0.76% -2,885 13F-HR Timeline Group GKV Capital Management Co., Inc. More: the full row for GKV Capital Management Co., Inc. 8,717 $8.69M 3.26% -61 13F-HR/A Timeline Lighthouse Investment Partners, LLC in group Lighthouse Investment Partner… More: the full row for Lighthouse Investment Partners, LLC 8,702 $8.67M 0.33% new 13F-HR Timeline Group GRIFFIN ASSET MANAGEMENT, INC. More: the full row for GRIFFIN ASSET MANAGEMENT, INC. 8,699 $8.67M 0.98% -4 13F-HR Timeline MMBG INVESTMENT ADVISORS CO. More: the full row for MMBG INVESTMENT ADVISORS CO. 8,699 $8.67M 0.8% -9 13F-HR Timeline ROI Financial Advisors, LLC More: the full row for ROI Financial Advisors, LLC 8,697 $8.67M 5.18% -56 13F-HR Timeline Raiffeisen Bank International AG in group Raiffeisen Bank International… More: the full row for Raiffeisen Bank International AG 8,667 $8.64M 0.12% +4,095 13F-HR Timeline Group Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 8,661 $8.63M 0.12% +119 13F-HR Timeline Legacy Private Trust Co. More: the full row for Legacy Private Trust Co. 8,655 $8.62M 0.53% -337 13F-HR Timeline EFG International AG in group EFG International AG More: the full row for EFG International AG 8,653 $8.62M 0.18% -2,443 13F-HR Timeline Group DENALI ADVISORS LLC More: the full row for DENALI ADVISORS LLC 8,619 $8.59M 0.95% -10 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 8,595 $8.56M 0.61% +690 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 8,572 $8.54M 0.92% -520 13F-HR Timeline TRUST CO OF OKLAHOMA More: the full row for TRUST CO OF OKLAHOMA 8,567 $8.54M 2.49% +146 13F-HR Timeline HCR Wealth Advisors More: the full row for HCR Wealth Advisors 8,540 $8.51M 0.88% -80 13F-HR Timeline Legacy Trust More: the full row for Legacy Trust 8,527 $8.5M 1.63% +100 13F-HR Timeline FFG Partners, LLC More: the full row for FFG Partners, LLC 8,521 $8.49M 3.36% -11 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 8,519 $8.49M 0.71% +44 13F-HR Timeline Robinhood Asset Management, LLC More: the full row for Robinhood Asset Management, LLC 8,502 $8.47M 0.61% +7,958 13F-HR Timeline Fiduciary Alliance LLC More: the full row for Fiduciary Alliance LLC 8,599 $8.47M 0.51% -791 13F-HR Timeline ODDO BHF ASSET MANAGEMENT SAS More: the full row for ODDO BHF ASSET MANAGEMENT SAS 8,496 $8.47M 0.33% +228 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. BFSG, LLC More: the full row for BFSG, LLC 8,483 $8.45M 0.8% -391 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 8,474 $8.44M 0.6% -452 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 8,465 $8.43M 0.22% -266 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 8,456 $8.43M 0.31% -430 13F-HR Timeline Hoffman, Alan N Investment Management More: the full row for Hoffman, Alan N Investment Management 8,423 $8.39M 5.54% -160 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 8,397 $8.37M 0.21% +164 13F-HR Timeline Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 8,351 $8.32M 0.55% -10 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 8,347 $8.32M 0.15% +1,128 13F-HR Timeline Allen Capital Group, LLC More: the full row for Allen Capital Group, LLC 8,322 $8.29M 0.75% +7,178 13F-HR Timeline