Rodgers Brothers Inc. More: the full row for Rodgers Brothers Inc. 19,204 $752K 0.09% 0 13F-HR Timeline Jefferies Financial Group Inc. in group Jefferies Financial Group Inc. More: the full row for Jefferies Financial Group Inc. 19,181 $751K 0.01% +17,181 13F-HR Timeline Group PCM Encore, LLC More: the full row for PCM Encore, LLC 19,094 $748K 0.16% 13F-HR Timeline Vestcor Inc More: the full row for Vestcor Inc 19,030 $745K 0.02% 0 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 19,012 $744K 0.06% 0 13F-HR Timeline Systematic Alpha Investments, LLC More: the full row for Systematic Alpha Investments, LLC 18,972 $743K 0.02% 0 13F-HR Timeline DARK FOREST CAPITAL MANAGEMENT LP More: the full row for DARK FOREST CAPITAL MANAGEMENT LP 18,965 $742K 0.03% -57,292 13F-HR Timeline AVITY INVESTMENT MANAGEMENT INC. More: the full row for AVITY INVESTMENT MANAGEMENT INC. 18,800 $736K 0.05% 0 13F-HR Timeline Callan Family Office, LLC More: the full row for Callan Family Office, LLC 18,787 $736K 0.02% +9,117 13F-HR Timeline BW Gestao de Investimentos Ltda. More: the full row for BW Gestao de Investimentos Ltda. 18,655 $730K 0.03% 0 13F-HR Timeline Argos Wealth Advisors, LLC More: the full row for Argos Wealth Advisors, LLC 18,430 $722K 0.19% 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 18,230 $714K 0.02% -2,262 13F-HR Timeline Boreal Capital Management LLC More: the full row for Boreal Capital Management LLC 18,178 $712K 0.54% +4,569 13F-HR Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 18,070 $707K 0.01% -2,273 13F-HR Timeline Group ADVISORY RESEARCH INC More: the full row for ADVISORY RESEARCH INC 18,036 $706K 0.09% new 13F-HR Timeline AustralianSuper Pty Ltd More: the full row for AustralianSuper Pty Ltd 17,969 $703K <0.01% new 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 17,892 $700K 0.01% -10,563 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Elevate Capital Advisors, LLC More: the full row for Elevate Capital Advisors, LLC 17,777 $696K 0.46% -14,960 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 17,562 $694K 0.05% -5,185 13F-HR Timeline Buttonwood Financial Advisors Inc. More: the full row for Buttonwood Financial Advisors Inc. 17,701 $693K 0.23% +10,171 13F-HR Timeline TRITONPOINT WEALTH, LLC in group TritonPoint Partners, LLC More: the full row for TRITONPOINT WEALTH, LLC 17,554 $687K 0.07% -587 13F-HR Timeline Group Tailwinds Wealth, LLC More: the full row for Tailwinds Wealth, LLC 17,454 $683K 0.74% 13F-HR Timeline CHATHAM CAPITAL GROUP, INC. More: the full row for CHATHAM CAPITAL GROUP, INC. 16,960 $664K 0.09% 0 13F-HR Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 16,919 $662K 0.09% +1,800 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 16,884 $661K 0.02% -2,282 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 15,613 $646K 0.02% +4,515 13F-HR Timeline Robeco Institutional Asset Management B… in group Robeco Institutional Asset Ma… More: the full row for Robeco Institutional Asset Management B.V. 16,473 $645K <0.01% -27,750 13F-HR Timeline Group Fideuram Asset Management (Ireland) dac More: the full row for Fideuram Asset Management (Ireland) dac 11,490 $642K 0.05% 13F-HR Timeline SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 16,314 $639K 0.07% -1,389 13F-HR Timeline Argent Trust Co More: the full row for Argent Trust Co 16,283 $637K 0.02% -1,820 13F-HR Timeline Intesa Sanpaolo Wealth Management in group Intesa Sanpaolo S.p.A. More: the full row for Intesa Sanpaolo Wealth Management 16,250 $636K 0.13% 13F-HR Timeline Group Intrinsic Value Partners, LLC More: the full row for Intrinsic Value Partners, LLC 16,170 $633K 0.47% new 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 16,012 $627K 0.01% +10,379 13F-HR Timeline BUILDER INVESTMENT GROUP INC /ADV More: the full row for BUILDER INVESTMENT GROUP INC /ADV 16,000 $626K 0.14% 0 13F-HR Timeline GREENLEAF TRUST More: the full row for GREENLEAF TRUST 15,935 $624K 0.01% -196 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 15,580 $610K 0.04% -1,148 13F-HR Timeline REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 15,564 $609K <0.01% -1,217 13F-HR Timeline Group SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 15,511 $607K 0.01% -911 13F-HR Timeline PANAGORA ASSET MANAGEMENT INC More: the full row for PANAGORA ASSET MANAGEMENT INC 15,442 $605K <0.01% +10,752 13F-HR Timeline Aviso Financial Inc. More: the full row for Aviso Financial Inc. 15,375 $602K 0.02% +179 13F-HR Timeline SATURNA CAPITAL CORP More: the full row for SATURNA CAPITAL CORP 15,262 $598K 0.01% -18,750 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 15,251 $597K 0.01% new 13F-HR Timeline Group GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 15,131 $592K 0.01% -241 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 15,072 $590K 0.01% +4,373 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 15,060 $590K 0.01% +1,682 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 14,919 $584K <0.01% +7,456 13F-HR Timeline Group EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 14,867 $582K 0.01% -306 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 14,768 $578K 0.03% -2,187 13F-HR Timeline Group Empirical Asset Management, LLC More: the full row for Empirical Asset Management, LLC 14,768 $578K 0.16% -1,124 13F-HR Timeline EVOLVE PRIVATE WEALTH, LLC More: the full row for EVOLVE PRIVATE WEALTH, LLC 14,692 $575K 0.03% 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 14,576 $571K 0.04% -337 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 14,451 $566K 0.02% +191 13F-HR Timeline Galvin, Gaustad & Stein, LLC More: the full row for Galvin, Gaustad & Stein, LLC 14,350 $562K 0.04% -215,711 13F-HR Timeline Bayesian Capital Management, LP More: the full row for Bayesian Capital Management, LP 14,290 $559K 1.28% new 13F-HR Timeline ALTFEST L J & CO INC More: the full row for ALTFEST L J & CO INC 14,264 $558K 0.06% -1,908 13F-HR Timeline Hills Bank & Trust Co in group Hills Bank & Trust Co More: the full row for Hills Bank & Trust Co 14,200 $556K 0.03% -9,118 13F-HR Timeline Group TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 14,072 $551K 0.01% -2,707 13F-HR Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 14,002 $548K 0.01% 0 13F-HR Timeline Banque Cantonale Vaudoise in group Banque Cantonale Vaudoise More: the full row for Banque Cantonale Vaudoise 13,999 $548K 0.02% -2,419 13F-HR Timeline Group V-Square Quantitative Management LLC More: the full row for V-Square Quantitative Management LLC 13,927 $545K 0.06% -1,079 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 13,902 $544K 0.01% +7,758 13F-HR Timeline Sierra Legacy Group More: the full row for Sierra Legacy Group 13,880 $543K 0.4% +265 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 13,711 $537K 0.04% +3,986 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 14,014 $535K 0.02% -3,076 13F-HR Timeline CX Institutional More: the full row for CX Institutional 13,644 $534K 0.02% +1,861 13F-HR Timeline Oliver Luxxe Assets LLC More: the full row for Oliver Luxxe Assets LLC 13,542 $530K 0.08% 0 13F-HR Timeline Meeder Advisory Services, Inc. group of 2 filers holding More: the full row for Meeder Advisory Services, Inc. 13,536 $530K -4,660 Timeline MONARCH CAPITAL MANAGEMENT INC More: the full row for MONARCH CAPITAL MANAGEMENT INC 13,461 $527K 0.13% -610 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 13,396 $524K <0.01% +5,268 13F-HR Timeline Lantern Wealth Advisors, LLC More: the full row for Lantern Wealth Advisors, LLC 13,340 $522K 0.28% -14,660 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 13,334 $522K 0.01% -17,963 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 13,276 $520K 0.02% +7,759 13F-HR Timeline AXS Investments LLC More: the full row for AXS Investments LLC 13,238 $518K 0.18% -201 13F-HR/A Timeline TCW GROUP INC in group TCW GROUP INC More: the full row for TCW GROUP INC 13,222 $518K <0.01% new 13F-HR Timeline Group Smithfield Trust Co More: the full row for Smithfield Trust Co 13,140 $515K 0.02% 0 13F-HR Timeline J2 Capital Management Inc More: the full row for J2 Capital Management Inc 13,127 $514K 0.37% +2,275 13F-HR Timeline NORTHWEST WEALTH MANAGEMENT, LLC More: the full row for NORTHWEST WEALTH MANAGEMENT, LLC 13,020 $510K 0.08% -644 13F-HR Timeline Conestoga Capital Advisors, LLC More: the full row for Conestoga Capital Advisors, LLC 12,943 $507K 0.01% -6,063 13F-HR Timeline Clarus Group, Inc. More: the full row for Clarus Group, Inc. 12,791 $501K 0.18% -828 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 12,783 $500K 0.01% +367 13F-HR Timeline Applied Capital LLC/FL More: the full row for Applied Capital LLC/FL 12,476 $488K 0.33% +200 13F-HR Timeline Tema ETFs LLC More: the full row for Tema ETFs LLC 12,475 $488K 0.04% -36,949 13F-HR Timeline Twin Tree Management, LP More: the full row for Twin Tree Management, LP 12,376 $485K 0.05% new 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 12,361 $484K 0.03% +4,808 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 12,315 $482K 0.01% -1,350 13F-HR/A Timeline Group AlphaGrep UK Ltd More: the full row for AlphaGrep UK Ltd 12,254 $480K 0.16% 13F-HR Timeline Vest Financial, LLC More: the full row for Vest Financial, LLC 12,073 $473K 0.01% +1,835 13F-HR Timeline Palogic Value Management, L.P. More: the full row for Palogic Value Management, L.P. 12,000 $470K 0.2% 0 13F-HR Timeline Copos Capital B.V. More: the full row for Copos Capital B.V. 11,712 $459K 0.32% 13F-HR Timeline PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 11,702 $458K 0.01% -195 13F-HR Timeline Nicholas Hoffman & Company, LLC. More: the full row for Nicholas Hoffman & Company, LLC. 11,537 $452K 0.01% +1,137 13F-HR Timeline PRELUDE CAPITAL MANAGEMENT, LLC More: the full row for PRELUDE CAPITAL MANAGEMENT, LLC 11,442 $448K 0.03% new 13F-HR Timeline 111 Capital More: the full row for 111 Capital 11,440 $448K 0.1% -23,833 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 11,437 $448K 0.01% +2,158 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 11,227 $440K 0.01% +3,365 13F-HR Timeline Plato Investment Management Ltd More: the full row for Plato Investment Management Ltd 11,153 $439K 0.03% -1,154 13F-HR Timeline Enhancing Capital LLC More: the full row for Enhancing Capital LLC 11,135 $436K 0.31% +233 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 11,132 $436K 0.01% +1,536 13F-HR Timeline Lighthouse Investment Partners, LLC in group Lighthouse Investment Partner… More: the full row for Lighthouse Investment Partners, LLC 11,110 $435K 0.01% new 13F-HR Timeline Group GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 11,082 $434K 0.01% -9,771 13F-HR Timeline Woodline Partners LP More: the full row for Woodline Partners LP 10,811 $423K <0.01% new 13F-HR Timeline DDD Partners, LLC More: the full row for DDD Partners, LLC 10,743 $421K 0.03% 0 13F-HR Timeline Harel Insurance Investments & Financial… in group Harel Insurance Investments &… More: the full row for Harel Insurance Investments & Financial Services Ltd. 10,707 $418K <0.01% -128 13F-HR Timeline Group WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 10,664 $417K 0.01% +662 13F-HR Timeline Alpha Family Trust in group Alpha Family Trust More: the full row for Alpha Family Trust 10,650 $417K 0.19% +5,140 13F-HR Timeline Group Second Half Financial Partners, LLC More: the full row for Second Half Financial Partners, LLC 10,557 $413K 0.18% -845 13F-HR Timeline CNB Bank More: the full row for CNB Bank 10,537 $413K 0.17% -349 13F-HR Timeline GROESBECK INVESTMENT MANAGEMENT CORP /N… More: the full row for GROESBECK INVESTMENT MANAGEMENT CORP /NJ/ 10,480 $410K 0.77% -20,115 13F-HR Timeline Haverford Trust Co More: the full row for Haverford Trust Co 10,460 $410K <0.01% -39 13F-HR Timeline DRW Securities, LLC More: the full row for DRW Securities, LLC 10,445 $409K 0.03% new 13F-HR Timeline INCEPTIONR LLC More: the full row for INCEPTIONR LLC 10,339 $405K 0.11% new 13F-HR Timeline Teza Capital Management LLC More: the full row for Teza Capital Management LLC 10,294 $403K 1.3% +4,275 13F-HR Timeline INTRUST BANK NA More: the full row for INTRUST BANK NA 10,257 $402K 0.03% -1,491 13F-HR Timeline Panoramic Capital Partners, LLC More: the full row for Panoramic Capital Partners, LLC 10,173 $398K 0.24% +1,722 13F-HR Timeline STUDIO INVESTMENT MANAGEMENT LLC More: the full row for STUDIO INVESTMENT MANAGEMENT LLC 10,172 $398K 0.07% +745 13F-HR Timeline Advisory Advocates, LLC More: the full row for Advisory Advocates, LLC 10,092 $395K 0.39% 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 10,057 $394K 0.13% -8,096 13F-HR Timeline Ibex Investors LLC More: the full row for Ibex Investors LLC 10,000 $392K 0.28% 0 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 9,920 $388K 0.04% -3,706 13F-HR Timeline Sovereign's Capital Management, LLC More: the full row for Sovereign's Capital Management, LLC 9,891 $387K 0.23% -1,177 13F-HR Timeline MARIPAU WEALTH MANAGEMENT LLC More: the full row for MARIPAU WEALTH MANAGEMENT LLC 9,829 $385K 0.18% +958 13F-HR Timeline Narwhal Capital Management More: the full row for Narwhal Capital Management 9,806 $384K 0.03% -55,294 13F-HR Timeline BARR E S & CO More: the full row for BARR E S & CO 9,750 $382K 0.02% 0 13F-HR Timeline UNIQUE WEALTH, LLC More: the full row for UNIQUE WEALTH, LLC 9,688 $379K 0.05% -1,097 13F-HR Timeline Pembroke Management, LTD More: the full row for Pembroke Management, LTD 9,684 $379K 0.04% +4,526 13F-HR Timeline DONALDSON CAPITAL MANAGEMENT, LLC More: the full row for DONALDSON CAPITAL MANAGEMENT, LLC 9,611 $376K 0.01% -6,364 13F-HR Timeline Directional Asset Management More: the full row for Directional Asset Management 9,600 $376K 0.33% 13F-HR Timeline EVENTIDE ASSET MANAGEMENT, LLC More: the full row for EVENTIDE ASSET MANAGEMENT, LLC 9,496 $375K 0.01% new 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 9,405 $368K <0.01% -2,741 13F-HR Timeline Group Yorktown Management & Research Co Inc More: the full row for Yorktown Management & Research Co Inc 9,400 $368K 0.29% 0 13F-HR Timeline GROUPAMA ASSET MANAGMENT More: the full row for GROUPAMA ASSET MANAGMENT 9,350 $366K 0.01% -509 13F-HR Timeline J. Safra Sarasin Holding AG in group J. Safra Sarasin Holding AG More: the full row for J. Safra Sarasin Holding AG 9,321 $365K 0.01% -8,597 13F-HR Timeline Group Glenview Trust Co More: the full row for Glenview Trust Co 9,288 $364K 0.01% +506 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 9,285 $364K 0.02% -2,281 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 9,281 $363K 0.01% +4,040 13F-HR Timeline Triangle Securities Wealth Management More: the full row for Triangle Securities Wealth Management 9,192 $360K 0.08% -17,115 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 7,997 $354K 0.02% new 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 8,963 $351K <0.01% +841 13F-HR Timeline Pacific Center for Financial Services More: the full row for Pacific Center for Financial Services 7,729 $348K 0.09% 0 13F-HR Timeline 180 WEALTH ADVISORS, LLC More: the full row for 180 WEALTH ADVISORS, LLC 8,872 $347K 0.04% new 13F-HR Timeline S-Bank Fund Management Ltd More: the full row for S-Bank Fund Management Ltd 8,851 $347K 0.04% -287 13F-HR Timeline Trueblood Wealth Management, LLC More: the full row for Trueblood Wealth Management, LLC 8,828 $346K 0.13% 0 13F-HR Timeline Councilor Wealth, LLC More: the full row for Councilor Wealth, LLC 8,744 $342K 0.16% 0 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 8,725 $342K 0.01% +214 13F-HR Timeline Hardy Reed LLC More: the full row for Hardy Reed LLC 8,710 $341K 0.02% +136 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 8,685 $340K 0.05% 0 13F-HR Timeline Group Malaga Cove Capital, LLC More: the full row for Malaga Cove Capital, LLC 8,676 $340K 0.12% new 13F-HR Timeline Marble Wealth, LLC More: the full row for Marble Wealth, LLC 8,630 $338K 0.05% 13F-HR Timeline Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 8,628 $338K 0.01% +3,930 13F-HR Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 8,183 $338K 0.03% -6,867 13F-HR Timeline Legacy Private Trust Co. More: the full row for Legacy Private Trust Co. 8,557 $335K 0.02% 0 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 8,554 $335K <0.01% +20 13F-HR Timeline OARSMAN CAPITAL, INC. More: the full row for OARSMAN CAPITAL, INC. 8,548 $335K 0.04% -3,048 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 8,547 $335K 0.01% -76,073 13F-HR Timeline RENASANT BANK More: the full row for RENASANT BANK 8,513 $333K 0.23% -1,270 13F-HR Timeline WOODMONT INVESTMENT COUNSEL LLC More: the full row for WOODMONT INVESTMENT COUNSEL LLC 8,510 $333K 0.02% 0 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 8,506 $333K <0.01% 13F-HR Timeline ASR Vermogensbeheer N.V. More: the full row for ASR Vermogensbeheer N.V. 8,439 $330K <0.01% -100 13F-HR Timeline Lotus Technology Management, LP More: the full row for Lotus Technology Management, LP 8,433 $330K 0.18% 13F-HR Timeline COMMERZBANK AKTIENGESELLSCHAFT /FI More: the full row for COMMERZBANK AKTIENGESELLSCHAFT /FI 8,417 $330K 0.01% 0 13F-HR Timeline GRIFFIN ASSET MANAGEMENT, INC. More: the full row for GRIFFIN ASSET MANAGEMENT, INC. 8,388 $328K 0.04% new 13F-HR Timeline Diversified Enterprises, LLC More: the full row for Diversified Enterprises, LLC 8,384 $328K 0.02% +1,423 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 8,368 $328K 0.02% +1,613 13F-HR Timeline Inspire Investing, LLC in group Inspire Investing, LLC More: the full row for Inspire Investing, LLC 8,349 $327K 0.03% +1,456 13F-HR Timeline Group WISCONSIN CAPITAL MANAGEMENT LLC More: the full row for WISCONSIN CAPITAL MANAGEMENT LLC 8,324 $326K 0.16% -7,259 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 8,322 $326K <0.01% -3,407 13F-HR Timeline iSAM Funds (UK) Ltd in group iSAM Funds (UK) Ltd More: the full row for iSAM Funds (UK) Ltd 8,202 $321K 0.12% new 13F-HR Timeline Group Sun Financial Inc More: the full row for Sun Financial Inc 8,086 $317K 0.18% 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 8,083 $316K 0.01% -685 13F-HR Timeline Group Legacy Advisors, LLC More: the full row for Legacy Advisors, LLC 8,041 $315K 0.03% +494 13F-HR Timeline Stiles Financial Services Inc More: the full row for Stiles Financial Services Inc 8,010 $314K 0.1% 0 13F-HR Timeline BlackDiamond Wealth Management, LLC More: the full row for BlackDiamond Wealth Management, LLC 7,781 $314K 0.15% +1,009 13F-HR Timeline OpenArc Corporate Advisory, LLC More: the full row for OpenArc Corporate Advisory, LLC 8,002 $313K 0.01% 13F-HR Timeline PARAGON FINANCIAL PARTNERS, INC. More: the full row for PARAGON FINANCIAL PARTNERS, INC. 8,000 $313K 0.19% 0 13F-HR Timeline Solano Wealth Investment Advisors LLC More: the full row for Solano Wealth Investment Advisors LLC 8,000 $313K 0.16% -1,150 13F-HR Timeline Phoenix Financial Ltd. in group Phoenix Financial Ltd. More: the full row for Phoenix Financial Ltd. 7,968 $312K <0.01% +605 13F-HR Timeline Group Pandora Wealth, Inc. More: the full row for Pandora Wealth, Inc. 7,894 $309K 0.19% -4,417 13F-HR Timeline LAZARD ASSET MANAGEMENT LLC in group LAZARD ASSET MANAGEMENT LLC More: the full row for LAZARD ASSET MANAGEMENT LLC 7,830 $307K <0.01% -1,842 13F-HR Timeline Group WESTPAC BANKING CORP in group WESTPAC BANKING CORP More: the full row for WESTPAC BANKING CORP 7,737 $303K 0.02% +1,183 13F-HR Timeline Group Impact Capital Partners LLC More: the full row for Impact Capital Partners LLC 7,687 $301K 0.09% +499 13F-HR Timeline KFG WEALTH MANAGEMENT, LLC More: the full row for KFG WEALTH MANAGEMENT, LLC 7,657 $300K 0.04% +607 13F-HR Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 7,580 $297K <0.01% +74 13F-HR Timeline Group SVB WEALTH LLC More: the full row for SVB WEALTH LLC 7,544 $295K 0.02% -759 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 7,531 $295K 0.01% +3,020 13F-HR Timeline George Kaiser Family Foundation More: the full row for George Kaiser Family Foundation 7,449 $292K 0.04% 0 13F-HR Timeline ICW Investment Advisors LLC More: the full row for ICW Investment Advisors LLC 7,446 $292K 0.11% -1,491 13F-HR Timeline Krilogy Financial LLC More: the full row for Krilogy Financial LLC 6,970 $290K 0.01% -3,979 13F-HR Timeline RWC Asset Management LLP in group RWC ASSET ADVISORS (US) LLC More: the full row for RWC Asset Management LLP 7,386 $289K 0.01% 0 13F-HR Timeline Group Schorn Wealth LLC More: the full row for Schorn Wealth LLC 7,351 $288K 0.09% -12,707 13F-HR Timeline Brown Miller Wealth Management, LLC More: the full row for Brown Miller Wealth Management, LLC 7,310 $286K 0.08% +268 13F-HR Timeline Curated Wealth Partners LLC More: the full row for Curated Wealth Partners LLC 7,279 $285K 0.03% new 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 7,252 $284K 0.01% -1,332 13F-HR Timeline Group ALGEBRIS (UK) LTD in group ALGEBRIS (UK) LTD More: the full row for ALGEBRIS (UK) LTD 7,241 $284K 0.02% 0 13F-HR/A Timeline Group NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 7,221 $283K 0.03% -1,040 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 7,196 $282K <0.01% +5,614 13F-HR Timeline Ipswich Investment Management Co., Inc. More: the full row for Ipswich Investment Management Co., Inc. 7,130 $279K 0.06% +40 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 6,989 $274K 0.01% -1,191 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 6,983 $273K 0.01% +168 13F-HR Timeline Group Facet Wealth, Inc. More: the full row for Facet Wealth, Inc. 6,703 $272K <0.01% +217 13F-HR Timeline PAX Financial Group, LLC More: the full row for PAX Financial Group, LLC 6,944 $272K 0.05% -1,066 13F-HR Timeline