NAPLES GLOBAL ADVISORS, LLC More: the full row for NAPLES GLOBAL ADVISORS, LLC 4,827 $2.46M 0.21% +61 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 4,822 $2.45M 0.05% +1,602 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 4,757 $2.43M 0.09% -3,848 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 4,767 $2.42M 0.27% -35 13F-HR Timeline ADVOCATE GROUP LLC More: the full row for ADVOCATE GROUP LLC 4,767 $2.42M 0.43% -132 13F-HR Timeline Mystic Asset Management, Inc. More: the full row for Mystic Asset Management, Inc. 4,751 $2.42M 0.58% +1 13F-HR Timeline BIRINYI ASSOCIATES INC More: the full row for BIRINYI ASSOCIATES INC 4,750 $2.42M 0.71% +3,200 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 4,739 $2.41M 0.05% +826 13F-HR Timeline Connor, Clark & Lunn Investment Managem… More: the full row for Connor, Clark & Lunn Investment Management Ltd. 4,718 $2.4M 0.01% new 13F-HR Timeline COHEN & STEERS, INC. in group COHEN & STEERS, INC. More: the full row for COHEN & STEERS, INC. 4,701 $2.39M <0.01% -5,889 13F-HR Timeline Group Beaumont Financial Advisors, LLC More: the full row for Beaumont Financial Advisors, LLC 4,689 $2.38M 0.17% -122 13F-HR Timeline Humankind Investments LLC More: the full row for Humankind Investments LLC 4,687 $2.38M 0.58% -1,486 13F-HR Timeline Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 4,678 $2.38M 0.05% +45 13F-HR Timeline Harrington Investments, INC More: the full row for Harrington Investments, INC 4,675 $2.38M 1.26% -59 13F-HR Timeline PRINCETON CAPITAL MANAGEMENT LLC More: the full row for PRINCETON CAPITAL MANAGEMENT LLC 4,635 $2.36M 0.7% -262 13F-HR Timeline MITCHELL MCLEOD PUGH & WILLIAMS INC More: the full row for MITCHELL MCLEOD PUGH & WILLIAMS INC 4,632 $2.36M 0.44% +80 13F-HR Timeline EXENCIAL WEALTH ADVISORS, LLC More: the full row for EXENCIAL WEALTH ADVISORS, LLC 4,631 $2.35M 0.08% +18 13F-HR Timeline Samjo Management, LLC More: the full row for Samjo Management, LLC 4,620 $2.35M 0.99% 0 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 4,593 $2.34M 0.62% +15 13F-HR Timeline ADVISORS MANAGEMENT GROUP INC /ADV More: the full row for ADVISORS MANAGEMENT GROUP INC /ADV 4,576 $2.33M 0.44% +787 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 4,570 $2.32M 0.06% -4,620 13F-HR Timeline Wellington Shields Capital Management, … group of 2 filers holding More: the full row for Wellington Shields Capital Management, LLC 4,551 $2.31M 0 Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 4,490 $2.28M 0.06% -14 13F-HR Timeline Lincoln Capital LLC More: the full row for Lincoln Capital LLC 4,464 $2.27M 0.44% +1 13F-HR Timeline CoreCommodity Management, LLC More: the full row for CoreCommodity Management, LLC 4,460 $2.27M 0.37% -4,278 13F-HR Timeline Community Bank, N.A. More: the full row for Community Bank, N.A. 4,453 $2.26M 0.3% +49 13F-HR Timeline Empirical Financial Services, LLC d.b.a… More: the full row for Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 4,452 $2.26M 0.05% +303 13F-HR Timeline STUDIO INVESTMENT MANAGEMENT LLC More: the full row for STUDIO INVESTMENT MANAGEMENT LLC 4,425 $2.26M 0.45% -603 13F-HR Timeline Keebeck Wealth Management More: the full row for Keebeck Wealth Management 4,417 $2.25M 0.3% +56 13F-HR Timeline Silvant Capital Management LLC More: the full row for Silvant Capital Management LLC 4,428 $2.25M 0.09% -77 13F-HR Timeline Signature Wealth Management Group More: the full row for Signature Wealth Management Group 4,413 $2.24M 0.89% -208 13F-HR Timeline Hudson Canyon Capital Management More: the full row for Hudson Canyon Capital Management 4,384 $2.23M 1.39% -89 13F-HR Timeline Haverford Trust Co More: the full row for Haverford Trust Co 4,377 $2.23M 0.02% -153 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 4,360 $2.22M 0.14% +625 13F-HR Timeline ABLES, IANNONE, MOORE & ASSOCIATES, INC. More: the full row for ABLES, IANNONE, MOORE & ASSOCIATES, INC. 4,322 $2.2M 1.37% -144 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 4,319 $2.2M 0.06% +100 13F-HR Timeline FIRST MERCHANTS CORP More: the full row for FIRST MERCHANTS CORP 4,317 $2.2M 0.08% -343 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 4,242 $2.19M 0.05% +1,063 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 4,312 $2.19M 0.03% -44 13F-HR Timeline Group Plato Investment Management Ltd More: the full row for Plato Investment Management Ltd 4,318 $2.19M 0.16% +893 13F-HR Timeline DOHJ, LLC More: the full row for DOHJ, LLC 4,764 $2.17M 0.63% -73 13F-HR Timeline Capital Planning Advisors, LLC More: the full row for Capital Planning Advisors, LLC 4,268 $2.17M 0.32% +73 13F-HR Timeline Jump Financial, LLC in group Jump Financial, LLC More: the full row for Jump Financial, LLC 4,234 $2.15M 0.03% new 13F-HR/A Timeline Group Virtu Financial LLC in group Virtu Financial LLC More: the full row for Virtu Financial LLC 4,201 $2.14M 0.11% -6,219 13F-HR Timeline Group SUMITOMO LIFE INSURANCE CO More: the full row for SUMITOMO LIFE INSURANCE CO 4,195 $2.13M 0.14% -260 13F-HR Timeline Pacific Sage Partners, LLC More: the full row for Pacific Sage Partners, LLC 4,194 $2.13M 0.42% 0 13F-HR Timeline Illinois Municipal Retirement Fund More: the full row for Illinois Municipal Retirement Fund 4,172 $2.12M 0.03% -1,895 13F-HR Timeline Barnes Dennig Private Wealth Management… More: the full row for Barnes Dennig Private Wealth Management LLC 4,171 $2.12M 2.54% -95 13F-HR Timeline Stamos Capital Partners, L.P. More: the full row for Stamos Capital Partners, L.P. 4,164 $2.12M 0.38% +1,000 13F-HR Timeline Semmax Financial Advisors Inc. More: the full row for Semmax Financial Advisors Inc. 4,143 $2.11M 0.54% 0 13F-HR Timeline WILKINS INVESTMENT COUNSEL INC More: the full row for WILKINS INVESTMENT COUNSEL INC 4,145 $2.11M 0.3% 0 13F-HR Timeline JAMES INVESTMENT RESEARCH, INC. More: the full row for JAMES INVESTMENT RESEARCH, INC. 4,139 $2.1M 0.25% -3 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 4,119 $2.1M 0.08% +26 13F-HR Timeline Clear Harbor Asset Management, LLC More: the full row for Clear Harbor Asset Management, LLC 4,124 $2.1M 0.16% -19 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 4,112 $2.09M 0.03% +972 13F-HR Timeline Pine Haven Investment Counsel, Inc More: the full row for Pine Haven Investment Counsel, Inc 4,110 $2.09M 1.64% -145 13F-HR Timeline Y-Intercept (Hong Kong) Ltd More: the full row for Y-Intercept (Hong Kong) Ltd 4,098 $2.08M 0.05% new 13F-HR Timeline ODDO BHF ASSET MANAGEMENT SAS More: the full row for ODDO BHF ASSET MANAGEMENT SAS 4,054 $2.06M 0.08% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 4,052 $2.06M -811 Timeline Legacy Bridge, LLC More: the full row for Legacy Bridge, LLC 4,047 $2.06M 0.98% -19 13F-HR Timeline MMBG INVESTMENT ADVISORS CO. More: the full row for MMBG INVESTMENT ADVISORS CO. 4,030 $2.06M 0.2% +20 13F-HR Timeline Loudon Investment Management, LLC More: the full row for Loudon Investment Management, LLC 4,031 $2.05M 1.13% -100 13F-HR Timeline Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 4,028 $2.05M 0.14% -71 13F-HR Timeline Clark Asset Management, LLC More: the full row for Clark Asset Management, LLC 4,023 $2.05M 0.28% new 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 4,024 $2.04M 0.11% -166 13F-HR Timeline Arete Wealth Advisors, LLC More: the full row for Arete Wealth Advisors, LLC 4,003 $2.04M 0.14% -92 13F-HR Timeline Roundview Capital LLC More: the full row for Roundview Capital LLC 3,998 $2.03M 0.14% +184 13F-HR Timeline Sound View Wealth Advisors Group, LLC More: the full row for Sound View Wealth Advisors Group, LLC 3,995 $2.03M 0.15% +11 13F-HR Timeline AlTi Global, Inc. in group AlTi Global, Inc. More: the full row for AlTi Global, Inc. 3,928 $2.03M 0.05% -620 13F-HR Timeline Group SS&H Financial Advisors, Inc. More: the full row for SS&H Financial Advisors, Inc. 3,979 $2.02M 0.68% 0 13F-HR Timeline FIGURE 8 INVESTMENT STRATEGIES LLC More: the full row for FIGURE 8 INVESTMENT STRATEGIES LLC 3,978 $2.02M 1.98% -137 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 3,970 $2.02M 0.08% +128 13F-HR Timeline Pinnacle West Asset Management, Inc. More: the full row for Pinnacle West Asset Management, Inc. 3,968 $2.02M 1.4% -55 13F-HR Timeline CIM INVESTMENT MANAGEMENT INC More: the full row for CIM INVESTMENT MANAGEMENT INC 4,330 $2.02M 0.38% +2,161 13F-HR Timeline Cerro Pacific Wealth Advisors LLC More: the full row for Cerro Pacific Wealth Advisors LLC 3,962 $2.01M 0.56% +132 13F-HR Timeline Fiduciary Group, LLC More: the full row for Fiduciary Group, LLC 3,943 $2.01M 0.19% -61 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 3,932 $2M 0.05% +99 13F-HR/A Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 3,928 $2M 0.11% -361 13F-HR Timeline BAILARD, INC. More: the full row for BAILARD, INC. 3,910 $1.99M 0.05% -262 13F-HR Timeline Harvest Portfolios Group Inc. More: the full row for Harvest Portfolios Group Inc. 3,910 $1.99M 0.05% +210 13F-HR Timeline Procyon Advisors, LLC More: the full row for Procyon Advisors, LLC 3,906 $1.99M 0.19% -2,586 13F-HR Timeline Skyline Advisors, Inc. More: the full row for Skyline Advisors, Inc. 3,899 $1.98M 0.73% -125 13F-HR Timeline Waycross Investment Management Co More: the full row for Waycross Investment Management Co 3,886 $1.98M 2.06% 0 13F-HR Timeline Field & Main Bank More: the full row for Field & Main Bank 3,870 $1.97M 0.64% -5 13F-HR Timeline Altman Advisors, Inc. More: the full row for Altman Advisors, Inc. 3,859 $1.96M 0.8% +52 13F-HR Timeline Precision Wealth Strategies, LLC More: the full row for Precision Wealth Strategies, LLC 3,852 $1.96M 0.64% new 13F-HR Timeline Legacy Financial Group LLC More: the full row for Legacy Financial Group LLC 3,829 $1.95M 0.27% +74 13F-HR Timeline Jefferies Financial Group Inc. in group Jefferies Financial Group Inc. More: the full row for Jefferies Financial Group Inc. 3,828 $1.95M 0.03% new 13F-HR Timeline Group Marion Wealth Management More: the full row for Marion Wealth Management 3,814 $1.94M 0.49% -1 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 3,807 $1.94M 0.05% 13F-HR Timeline GAM Holding AG in group GAM Holding AG More: the full row for GAM Holding AG 3,803 $1.93M 0.14% +25 13F-HR Timeline Group Summit Asset Management, LLC More: the full row for Summit Asset Management, LLC 3,803 $1.93M 0.32% +503 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 3,801 $1.93M 0.04% +64 13F-HR Timeline Group Blue Trust, Inc. More: the full row for Blue Trust, Inc. 3,797 $1.93M 0.02% +95 13F-HR Timeline Hixon Zuercher, LLC More: the full row for Hixon Zuercher, LLC 3,780 $1.92M 0.62% +1 13F-HR Timeline Heritage Trust Co More: the full row for Heritage Trust Co 3,772 $1.92M 0.22% +18 13F-HR Timeline Knollwood Investment Advisory, LLC More: the full row for Knollwood Investment Advisory, LLC 3,745 $1.9M 0.18% 0 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 3,717 $1.89M 0.07% +533 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 3,712 $1.89M 0.09% -35 13F-HR Timeline VeraBank, N.A. More: the full row for VeraBank, N.A. 3,706 $1.88M 0.38% -191 13F-HR Timeline TCV Trust & Wealth Management, Inc. More: the full row for TCV Trust & Wealth Management, Inc. 3,701 $1.88M 0.16% -254 13F-HR Timeline HARBOR CAPITAL ADVISORS, INC. More: the full row for HARBOR CAPITAL ADVISORS, INC. 3,695 $1.88M 0.08% -23 13F-HR Timeline Azimuth Capital Investment Management L… More: the full row for Azimuth Capital Investment Management LLC 3,691 $1.88M 0.07% +235 13F-HR Timeline Abundance Wealth Counselors More: the full row for Abundance Wealth Counselors 3,683 $1.86M 0.35% -90 13F-HR Timeline Formidable Asset Management, LLC More: the full row for Formidable Asset Management, LLC 3,947 $1.85M 0.31% 0 13F-HR Timeline Quilter Plc in group Quilter Plc More: the full row for Quilter Plc 3,635 $1.85M 0.03% -490 13F-HR Timeline Group Crews Bank & Trust More: the full row for Crews Bank & Trust 3,629 $1.85M 0.29% +6 13F-HR Timeline BankPlus Trust Department group of 2 filers holding More: the full row for BankPlus Trust Department 3,617 $1.84M +67 Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 3,616 $1.84M 0.04% -85 13F-HR Timeline Baldwin Investment Management, LLC More: the full row for Baldwin Investment Management, LLC 3,614 $1.84M 0.22% +996 13F-HR Timeline NEVILLE RODIE & SHAW INC More: the full row for NEVILLE RODIE & SHAW INC 3,610 $1.84M 0.14% -545 13F-HR Timeline Trivant Custom Portfolio Group, LLC More: the full row for Trivant Custom Portfolio Group, LLC 3,607 $1.83M 1.01% -30 13F-HR Timeline Avestar Capital, LLC More: the full row for Avestar Capital, LLC 3,598 $1.83M 0.13% +1,971 13F-HR Timeline Trek Financial, LLC More: the full row for Trek Financial, LLC 3,595 $1.83M 0.12% -1 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 3,590 $1.83M 0.48% 13F-HR Timeline Beacon Bank & Trust More: the full row for Beacon Bank & Trust 3,584 $1.82M 0.42% +14 13F-HR Timeline MONETARY MANAGEMENT GROUP INC More: the full row for MONETARY MANAGEMENT GROUP INC 3,575 $1.82M 0.45% 0 13F-HR Timeline OPINICUS CAPITAL, INC. More: the full row for OPINICUS CAPITAL, INC. 3,559 $1.81M 1.37% -34 13F-HR Timeline Graypoint LLC More: the full row for Graypoint LLC 3,547 $1.8M 0.1% +41 13F-HR Timeline Alphinity Investment Management Pty Ltd More: the full row for Alphinity Investment Management Pty Ltd 3,538 $1.8M 0.02% new 13F-HR Timeline DB Fitzpatrick & Co, Inc More: the full row for DB Fitzpatrick & Co, Inc 3,528 $1.79M 1.59% -124 13F-HR Timeline DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 3,515 $1.79M 0.39% +57 13F-HR Timeline Cornell Pochily Investment Advisors, In… More: the full row for Cornell Pochily Investment Advisors, Inc. 3,499 $1.78M 0.58% +1 13F-HR Timeline Elyxium Wealth, LLC More: the full row for Elyxium Wealth, LLC 3,466 $1.76M 0.66% +75 13F-HR Timeline Purus Wealth Management, LLC More: the full row for Purus Wealth Management, LLC 3,464 $1.76M 0.61% -66 13F-HR/A Timeline STANCE CAPITAL LLC More: the full row for STANCE CAPITAL LLC 3,453 $1.76M 0.66% new 13F-HR Timeline RW Investment Management LLC More: the full row for RW Investment Management LLC 3,452 $1.76M 0.2% +56 13F-HR Timeline Patton Albertson Miller Group, LLC More: the full row for Patton Albertson Miller Group, LLC 3,440 $1.75M 0.23% -108 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 3,429 $1.74M 0.11% +39 13F-HR Timeline New Hampshire Trust More: the full row for New Hampshire Trust 3,417 $1.74M 0.36% +12 13F-HR Timeline Telos Capital Management, Inc. More: the full row for Telos Capital Management, Inc. 3,416 $1.74M 0.18% +25 13F-HR Timeline Ballast, Inc. More: the full row for Ballast, Inc. 3,403 $1.73M 0.45% -157 13F-HR/A Timeline Lineweaver Wealth Advisors, LLC More: the full row for Lineweaver Wealth Advisors, LLC 3,399 $1.73M 0.27% +210 13F-HR Timeline Highview Capital Management LLC/DE/ More: the full row for Highview Capital Management LLC/DE/ 3,380 $1.72M 0.66% 0 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 3,157 $1.72M 0.05% -173 13F-HR Timeline Man Group plc in group Man Group plc More: the full row for Man Group plc 3,371 $1.71M <0.01% -869 13F-HR Timeline Group SteelPeak Wealth, LLC More: the full row for SteelPeak Wealth, LLC 3,358 $1.71M 0.07% -5,131 13F-HR Timeline Investor's Fiduciary Advisor Network, L… More: the full row for Investor's Fiduciary Advisor Network, LLC 3,356 $1.71M 0.63% new 13F-HR Timeline OUTFITTERS FINANCIAL LLC More: the full row for OUTFITTERS FINANCIAL LLC 3,335 $1.7M 1.45% -665 13F-HR Timeline Bahl & Gaynor LLC More: the full row for Bahl & Gaynor LLC 3,332 $1.69M 0.01% -288 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 3,329 $1.69M 0.17% 0 13F-HR Timeline Journey Advisory Group, LLC More: the full row for Journey Advisory Group, LLC 3,321 $1.69M 0.13% 0 13F-HR Timeline Chemistry Wealth Management LLC More: the full row for Chemistry Wealth Management LLC 3,321 $1.69M 0.36% -161 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 3,298 $1.68M 0.03% +28 13F-HR Timeline GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 3,296 $1.68M 0.14% +2,078 13F-HR Timeline Acropolis Investment Management, LLC More: the full row for Acropolis Investment Management, LLC 3,269 $1.66M 0.09% +2 13F-HR Timeline BOOTHBAY FUND MANAGEMENT, LLC More: the full row for BOOTHBAY FUND MANAGEMENT, LLC 3,252 $1.65M 0.05% -3,701 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 3,251 $1.65M 0.03% +133 13F-HR Timeline Calydon Capital More: the full row for Calydon Capital 3,250 $1.65M 0.16% +2,116 13F-HR Timeline JGP Wealth Management, LLC More: the full row for JGP Wealth Management, LLC 3,249 $1.65M 0.2% +44 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 3,233 $1.64M 0.07% +595 13F-HR Timeline Royal Fund Management, LLC More: the full row for Royal Fund Management, LLC 3,223 $1.64M 0.17% 0 13F-HR Timeline Birch Hill Investment Advisors LLC More: the full row for Birch Hill Investment Advisors LLC 3,215 $1.63M 0.07% -50 13F-HR Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 3,212 $1.63M 0.23% +151 13F-HR Timeline ZEVENBERGEN CAPITAL INVESTMENTS LLC More: the full row for ZEVENBERGEN CAPITAL INVESTMENTS LLC 3,210 $1.63M 0.03% new 13F-HR Timeline Elevate Capital Advisors, LLC More: the full row for Elevate Capital Advisors, LLC 3,206 $1.63M 1.3% +44 13F-HR Timeline IFC Advisors LLC More: the full row for IFC Advisors LLC 3,200 $1.63M 0.3% +40 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 3,167 $1.63M 0.14% -335 13F-HR Timeline Turtle Creek Wealth Advisors, LLC More: the full row for Turtle Creek Wealth Advisors, LLC 3,195 $1.62M 0.19% new 13F-HR Timeline ST GERMAIN D J CO INC in group ST GERMAIN D J CO INC More: the full row for ST GERMAIN D J CO INC 3,190 $1.62M 0.07% -405 13F-HR Timeline Group THOMPSON SIEGEL & WALMSLEY LLC More: the full row for THOMPSON SIEGEL & WALMSLEY LLC 3,177 $1.61M 0.03% 0 13F-HR Timeline Aviso Financial Inc. More: the full row for Aviso Financial Inc. 3,172 $1.61M 0.07% -108 13F-HR Timeline Oak Thistle LLC More: the full row for Oak Thistle LLC 3,171 $1.61M 0.24% new 13F-HR Timeline Trace Wealth Advisors, LLC More: the full row for Trace Wealth Advisors, LLC 3,160 $1.61M 1.31% 0 13F-HR Timeline PROFUND ADVISORS LLC More: the full row for PROFUND ADVISORS LLC 3,159 $1.61M 0.06% +521 13F-HR Timeline Cove Private Wealth, LLC More: the full row for Cove Private Wealth, LLC 3,157 $1.61M 0.57% new 13F-HR Timeline Clark Capital Management Group, Inc. More: the full row for Clark Capital Management Group, Inc. 3,151 $1.6M 0.01% +45 13F-HR Timeline CAPSTONE INVESTMENT ADVISORS, LLC in group CAPSTONE INVESTMENT ADVISORS,… More: the full row for CAPSTONE INVESTMENT ADVISORS, LLC 3,151 $1.6M 0.01% new 13F-HR Timeline Group LOWE BROCKENBROUGH & CO INC More: the full row for LOWE BROCKENBROUGH & CO INC 3,127 $1.59M 0.09% +1 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 3,117 $1.59M 0.07% +50 13F-HR Timeline Malaga Cove Capital, LLC More: the full row for Malaga Cove Capital, LLC 3,118 $1.59M 0.62% +400 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 3,108 $1.58M 0.16% +363 13F-HR Timeline MILLENNIUM MANAGEMENT LLC in group MILLENNIUM MANAGEMENT LLC More: the full row for MILLENNIUM MANAGEMENT LLC 3,106 $1.58M <0.01% -3,406 13F-HR Timeline Group ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 3,104 $1.58M 0.12% +1,210 13F-HR/A Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 3,102 $1.58M 0.11% +291 13F-HR Timeline Benchmark Wealth Management, LLC More: the full row for Benchmark Wealth Management, LLC 3,100 $1.58M 0.7% 0 13F-HR Timeline AMG National Trust Bank More: the full row for AMG National Trust Bank 3,099 $1.58M 0.04% +60 13F-HR Timeline Gleason Group, Inc. More: the full row for Gleason Group, Inc. 3,076 $1.56M 0.17% +9 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 3,066 $1.56M 0.08% +858 13F-HR Timeline Group Cross Staff Investments Inc More: the full row for Cross Staff Investments Inc 3,075 $1.56M 1.16% 0 13F-HR Timeline Jaffetilchin Investment Partners, LLC More: the full row for Jaffetilchin Investment Partners, LLC 3,061 $1.56M 0.1% +3 13F-HR Timeline OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC More: the full row for OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC 3,050 $1.55M 0.08% 0 13F-HR Timeline BAXTER BROS INC More: the full row for BAXTER BROS INC 3,035 $1.54M 0.19% -100 13F-HR Timeline MOTCO More: the full row for MOTCO 2,934 $1.54M 0.15% +106 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 3,017 $1.53M 0.02% -765 13F-HR Timeline Supplemental Annuity Collective Trust o… More: the full row for Supplemental Annuity Collective Trust of NJ 3,000 $1.53M 0.43% 0 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 2,997 $1.52M 0.1% +397 13F-HR Timeline Group OneAscent Financial Services LLC in group OneAscent Financial Services … More: the full row for OneAscent Financial Services LLC 2,995 $1.52M 0.11% -2,981 13F-HR Timeline Group Bell Bank More: the full row for Bell Bank 2,964 $1.51M 0.07% +278 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 2,963 $1.51M 0.11% -53 13F-HR Timeline Enterprise Financial Services Corp in group Enterprise Financial Services… More: the full row for Enterprise Financial Services Corp 2,949 $1.5M 0.8% +26 13F-HR Timeline Group Cadence Bank More: the full row for Cadence Bank 2,943 $1.5M 0.1% +10 13F-HR Timeline Aspen Wealth Strategies, LLC More: the full row for Aspen Wealth Strategies, LLC 2,925 $1.49M 0.9% -71 13F-HR Timeline Community Bank & Trust, Waco, Texas More: the full row for Community Bank & Trust, Waco, Texas 2,915 $1.48M 0.34% -10 13F-HR Timeline William B. 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