Mediolanum International Funds Ltd More: the full row for Mediolanum International Funds Ltd 14,776 $2.72M 0.03% -746 13F-HR Timeline Alpha Omega Wealth Management LLC More: the full row for Alpha Omega Wealth Management LLC 14,303 $2.71M 0.44% -10 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 14,169 $2.69M 0.01% +1,577 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 14,165 $2.69M 0.05% -13,596 13F-HR Timeline BOOTHBAY FUND MANAGEMENT, LLC More: the full row for BOOTHBAY FUND MANAGEMENT, LLC 14,137 $2.68M 0.06% -48,115 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 14,069 $2.67M 0.07% -1,422 13F-HR Timeline Roundview Capital LLC More: the full row for Roundview Capital LLC 13,985 $2.65M 0.17% -254 13F-HR Timeline CYPRESS ASSET MANAGEMENT INC/TX More: the full row for CYPRESS ASSET MANAGEMENT INC/TX 13,949 $2.64M 0.61% -537 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 13,934 $2.64M 0.03% +1,979 13F-HR Timeline Group Hartford Financial Management Inc. More: the full row for Hartford Financial Management Inc. 13,871 $2.63M 0.67% -378 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 13,867 $2.63M 0.21% +881 13F-HR Timeline Americana Partners, LLC More: the full row for Americana Partners, LLC 13,837 $2.62M 0.07% -5,054 13F-HR Timeline GRIMES & Co WEALTH MANAGEMENT, LLC More: the full row for GRIMES & Co WEALTH MANAGEMENT, LLC 13,821 $2.62M 0.07% +521 13F-HR Timeline FLPUTNAM INVESTMENT MANAGEMENT CO More: the full row for FLPUTNAM INVESTMENT MANAGEMENT CO 13,805 $2.62M 0.04% -390 13F-HR Timeline Wealth Enhancement Trust Services, Inc. More: the full row for Wealth Enhancement Trust Services, Inc. 13,793 $2.62M 0.32% -294 13F-HR Timeline Huntleigh Advisors, Inc. More: the full row for Huntleigh Advisors, Inc. 13,757 $2.61M 0.45% +820 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 13,731 $2.6M 0.05% -6,797 13F-HR/A Timeline Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 13,680 $2.59M 0.04% +1,276 13F-HR Timeline Strategic Advisors LLC More: the full row for Strategic Advisors LLC 13,655 $2.59M 0.43% +1,974 13F-HR Timeline FAS Wealth Partners, Inc. More: the full row for FAS Wealth Partners, Inc. 13,649 $2.59M 0.16% +1,262 13F-HR Timeline D L CARLSON INVESTMENT GROUP INC More: the full row for D L CARLSON INVESTMENT GROUP INC 13,639 $2.59M 0.44% +2,928 13F-HR Timeline Graham Capital Management, L.P. More: the full row for Graham Capital Management, L.P. 13,572 $2.57M 0.09% new 13F-HR Timeline GSA CAPITAL PARTNERS LLP More: the full row for GSA CAPITAL PARTNERS LLP 13,542 $2.57M 0.16% new 13F-HR Timeline Mathes Company, Inc. More: the full row for Mathes Company, Inc. 13,527 $2.56M 0.94% +405 13F-HR Timeline Glenview Trust Co More: the full row for Glenview Trust Co 13,474 $2.55M 0.04% -425 13F-HR Timeline LaFleur & Godfrey LLC More: the full row for LaFleur & Godfrey LLC 13,470 $2.55M 0.32% -3,876 13F-HR Timeline FinArc Investments, Inc. More: the full row for FinArc Investments, Inc. 13,420 $2.54M 2.45% -652 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 13,397 $2.54M 0.13% +1,080 13F-HR Timeline SVB WEALTH LLC More: the full row for SVB WEALTH LLC 13,365 $2.53M 0.17% -3,227 13F-HR Timeline BDF-GESTION More: the full row for BDF-GESTION 13,360 $2.53M 0.34% 0 13F-HR Timeline Pine Valley Investments Ltd Liability Co More: the full row for Pine Valley Investments Ltd Liability Co 13,289 $2.52M 0.12% +558 13F-HR Timeline BCS Private Wealth Management, Inc. More: the full row for BCS Private Wealth Management, Inc. 13,177 $2.5M 0.76% +4,033 13F-HR Timeline S&CO INC More: the full row for S&CO INC 13,189 $2.5M 0.16% 0 13F-HR Timeline Agate Pass Investment Management, LLC More: the full row for Agate Pass Investment Management, LLC 13,166 $2.5M 0.98% -458 13F-HR Timeline Meeder Advisory Services, Inc. group of 2 filers holding More: the full row for Meeder Advisory Services, Inc. 13,087 $2.48M -661 Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 13,044 $2.47M 0.08% +1,465 13F-HR Timeline KORNITZER CAPITAL MANAGEMENT INC /KS More: the full row for KORNITZER CAPITAL MANAGEMENT INC /KS 12,994 $2.46M 0.05% -312 13F-HR Timeline Vestcor Inc More: the full row for Vestcor Inc 12,958 $2.46M 0.07% +352 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 12,861 $2.44M 0.04% -1,070 13F-HR Timeline Haverford Trust Co More: the full row for Haverford Trust Co 12,813 $2.43M 0.02% -1,002 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 12,805 $2.43M 0.15% +7,109 13F-HR Timeline Generali Investments, Management Co LLC More: the full row for Generali Investments, Management Co LLC 12,763 $2.42M 0.56% -3,464 13F-HR Timeline RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 12,688 $2.41M 0.04% -2,092 13F-HR Timeline GRANDFIELD & DODD, LLC More: the full row for GRANDFIELD & DODD, LLC 12,620 $2.39M 0.14% -25 13F-HR Timeline CONNABLE OFFICE INC More: the full row for CONNABLE OFFICE INC 12,529 $2.38M 0.23% +8 13F-HR Timeline Harbor Advisors LLC More: the full row for Harbor Advisors LLC 12,505 $2.37M 0.34% 0 13F-HR Timeline WOODMONT INVESTMENT COUNSEL LLC More: the full row for WOODMONT INVESTMENT COUNSEL LLC 12,419 $2.35M 0.15% +259 13F-HR Timeline NORTHSTAR ASSET MANAGEMENT INC More: the full row for NORTHSTAR ASSET MANAGEMENT INC 12,270 $2.33M 0.71% -16,512 13F-HR Timeline UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT… More: the full row for UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT CO 12,255 $2.32M 0.34% new 13F-HR Timeline SANDLER CAPITAL MANAGEMENT More: the full row for SANDLER CAPITAL MANAGEMENT 12,250 $2.32M 1.58% -2,050 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 12,222 $2.32M 0.1% +345 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 12,121 $2.3M 0.07% +2,547 13F-HR Timeline OLD SECOND NATIONAL BANK OF AURORA More: the full row for OLD SECOND NATIONAL BANK OF AURORA 12,114 $2.3M 0.47% +57 13F-HR Timeline Union Heritage Capital, LLC More: the full row for Union Heritage Capital, LLC 12,033 $2.28M 0.85% 0 13F-HR Timeline Aureus Asset Management, LLC More: the full row for Aureus Asset Management, LLC 12,006 $2.28M 0.15% 0 13F-HR Timeline Financial Enhancement Group LLC More: the full row for Financial Enhancement Group LLC 11,645 $2.27M 0.28% -239 13F-HR Timeline Aviso Financial Inc. More: the full row for Aviso Financial Inc. 11,906 $2.26M 0.08% +305 13F-HR Timeline Baldwin Investment Management, LLC More: the full row for Baldwin Investment Management, LLC 11,900 $2.26M 0.26% -200 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 11,833 $2.24M 0.03% +1,097 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. ANB BANK More: the full row for ANB BANK 11,802 $2.24M 0.9% -39 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 11,789 $2.24M 0.05% -2,055 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 11,721 $2.22M 0.06% -2,082 13F-HR Timeline Parisi Gray Wealth Management More: the full row for Parisi Gray Wealth Management 11,700 $2.22M 0.53% -302 13F-HR Timeline New Hampshire Trust More: the full row for New Hampshire Trust 11,634 $2.21M 0.44% +122 13F-HR Timeline ECOFI INVESTISSEMENTS SA More: the full row for ECOFI INVESTISSEMENTS SA 11,600 $2.2M 4% -25,650 13F-HR Timeline SECURITY NATIONAL BANK OF SO DAK More: the full row for SECURITY NATIONAL BANK OF SO DAK 11,586 $2.2M 1.06% +22 13F-HR Timeline J. Goldman & Co LP More: the full row for J. Goldman & Co LP 11,584 $2.2M 0.1% +2,303 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 11,562 $2.19M 0.04% -32 13F-HR Timeline Forvis Mazars Wealth Advisors, LLC More: the full row for Forvis Mazars Wealth Advisors, LLC 11,537 $2.19M 0.04% +13 13F-HR Timeline GAM Holding AG in group GAM Holding AG More: the full row for GAM Holding AG 11,380 $2.16M 0.19% -3,221 13F-HR Timeline Group Front Row Advisors LLC More: the full row for Front Row Advisors LLC 11,295 $2.15M 0.73% -21 13F-HR Timeline Hennion & Walsh Asset Management, Inc. More: the full row for Hennion & Walsh Asset Management, Inc. 11,308 $2.14M 0.07% +5,340 13F-HR Timeline ABC ARBITRAGE SA in group ABC ARBITRAGE SA More: the full row for ABC ARBITRAGE SA 11,300 $2.14M 0.28% new 13F-HR Timeline Group ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 11,204 $2.13M 0.05% +3,004 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 11,160 $2.12M 0.07% -1,563 13F-HR Timeline Group Coronation Fund Managers Ltd. in group Coronation Fund Managers Ltd. More: the full row for Coronation Fund Managers Ltd. 11,118 $2.11M 0.1% -12,278 13F-HR Timeline Group Vest Financial, LLC More: the full row for Vest Financial, LLC 11,055 $2.1M 0.03% -521 13F-HR Timeline Redmond Asset Management, LLC More: the full row for Redmond Asset Management, LLC 10,992 $2.08M 0.57% +261 13F-HR Timeline MASTERINVEST Kapitalanlage GmbH More: the full row for MASTERINVEST Kapitalanlage GmbH 10,951 $2.08M 0.22% +1,210 13F-HR Timeline Essex Financial Services, Inc. group of 2 filers holding More: the full row for Essex Financial Services, Inc. 10,938 $2.07M +633 Timeline BigSur Wealth Management LLC More: the full row for BigSur Wealth Management LLC 10,815 $2.05M 0.58% -300 13F-HR Timeline DB Fitzpatrick & Co, Inc More: the full row for DB Fitzpatrick & Co, Inc 10,827 $2.05M 1.76% +2,328 13F-HR Timeline Juno Financial Group LLC More: the full row for Juno Financial Group LLC 10,800 $2.05M 0.8% +1,073 13F-HR Timeline Mechanics Bank Trust Department More: the full row for Mechanics Bank Trust Department 10,747 $2.04M 0.28% -533 13F-HR Timeline Fiera Capital Corp in group Fiera Capital Corp More: the full row for Fiera Capital Corp 10,711 $2.03M 0.01% -3,253 13F-HR Timeline Group NICOLET BANKSHARES INC in group NICOLET BANKSHARES INC More: the full row for NICOLET BANKSHARES INC 10,629 $2.02M 0.07% +6,278 13F-HR Timeline Group WESBANCO BANK INC More: the full row for WESBANCO BANK INC 10,638 $2.02M 0.06% -11 13F-HR Timeline ALTFEST L J & CO INC More: the full row for ALTFEST L J & CO INC 10,630 $2.02M 0.22% -2,727 13F-HR Timeline CHICAGO TRUST Co NA More: the full row for CHICAGO TRUST Co NA 10,624 $2.01M 0.32% +3,791 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 10,622 $2.01M 0.02% -1,761 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 10,594 $2.01M 0.06% +664 13F-HR Timeline Legacy Wealth Management, LLC / MS More: the full row for Legacy Wealth Management, LLC / MS 10,580 $2.01M 0.57% -6,417 13F-HR Timeline PETREDIS INVESTMENT ADVISORS LLC More: the full row for PETREDIS INVESTMENT ADVISORS LLC 10,503 $1.99M 0.16% -104 13F-HR Timeline MARSHALL WACE, LLP in group MARSHALL WACE, LLP More: the full row for MARSHALL WACE, LLP 10,500 $1.99M <0.01% new 13F-HR Timeline Group Bull Harbor Capital LLC More: the full row for Bull Harbor Capital LLC 10,453 $1.98M 0.53% 13F-HR Timeline PANAGORA ASSET MANAGEMENT INC More: the full row for PANAGORA ASSET MANAGEMENT INC 10,436 $1.98M 0.01% -17,744 13F-HR Timeline Cove Private Wealth, LLC More: the full row for Cove Private Wealth, LLC 10,428 $1.98M 0.45% +4,810 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 10,415 $1.97M 0.01% -5,095 13F-HR Timeline AXQ CAPITAL, LP More: the full row for AXQ CAPITAL, LP 10,354 $1.96M 0.25% new 13F-HR Timeline Advisors Asset Management, Inc. More: the full row for Advisors Asset Management, Inc. 10,277 $1.95M 0.03% +2,117 13F-HR Timeline Timber Creek Capital Management LLC More: the full row for Timber Creek Capital Management LLC 10,217 $1.94M 0.47% -13,853 13F-HR Timeline InTrack Investment Management Inc More: the full row for InTrack Investment Management Inc 10,130 $1.92M 1.09% +558 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 10,128 $1.92M 0.03% +2,647 13F-HR/A Timeline Banco Santander, S.A. in group Banco Santander, S.A. More: the full row for Banco Santander, S.A. 10,127 $1.92M 0.02% -4,195 13F-HR Timeline Group ASHFORD CAPITAL MANAGEMENT INC More: the full row for ASHFORD CAPITAL MANAGEMENT INC 10,123 $1.92M 0.24% +204 13F-HR Timeline EVERETT HARRIS & CO /CA/ More: the full row for EVERETT HARRIS & CO /CA/ 10,081 $1.91M 0.02% -208 13F-HR Timeline Baader Bank Aktiengesellschaft More: the full row for Baader Bank Aktiengesellschaft 10,045 $1.9M 0.19% -4,068 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 10,026 $1.9M 0.02% +604 13F-HR Timeline Group Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 10,011 $1.9M 0.1% -1,388 13F-HR Timeline Kentucky Farm Bureau Mutual Insurance Co More: the full row for Kentucky Farm Bureau Mutual Insurance Co 10,000 $1.9M 0.58% 0 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 9,968 $1.89M 0.07% +110 13F-HR Timeline NUANCE INVESTMENTS, LLC More: the full row for NUANCE INVESTMENTS, LLC 9,961 $1.89M 0.26% new 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 9,954 $1.89M 0.09% -1,876 13F-HR Timeline GARRISON POINT ADVISORS, LLC More: the full row for GARRISON POINT ADVISORS, LLC 9,884 $1.87M 0.85% -10 13F-HR Timeline VEGA INVESTMENT SOLUTIONS More: the full row for VEGA INVESTMENT SOLUTIONS 9,868 $1.87M 0.45% -304 13F-HR Timeline AlTi Global, Inc. in group AlTi Global, Inc. More: the full row for AlTi Global, Inc. 9,760 $1.85M 0.04% +224 13F-HR Timeline Group JAMISON PRIVATE WEALTH MANAGEMENT, INC. More: the full row for JAMISON PRIVATE WEALTH MANAGEMENT, INC. 9,714 $1.84M 0.22% +25 13F-HR Timeline Summit Place Financial Advisors, LLC More: the full row for Summit Place Financial Advisors, LLC 9,710 $1.84M 0.88% new 13F-HR Timeline Marathon Wealth Advisors LLC More: the full row for Marathon Wealth Advisors LLC 9,670 $1.83M 0.75% +307 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 9,643 $1.83M 0.03% -1,217 13F-HR Timeline Cohen Klingenstein LLC More: the full row for Cohen Klingenstein LLC 9,600 $1.82M 0.06% 0 13F-HR Timeline SECTORAL ASSET MANAGEMENT INC More: the full row for SECTORAL ASSET MANAGEMENT INC 9,597 $1.82M 1.51% -978 13F-HR Timeline ARQ WEALTH ADVISORS, LLC More: the full row for ARQ WEALTH ADVISORS, LLC 9,594 $1.82M 0.33% +8,028 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 9,589 $1.82M 0.02% -113 13F-HR Timeline Atlantic Edge Private Wealth Management… More: the full row for Atlantic Edge Private Wealth Management, LLC 9,580 $1.82M 0.45% -189 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 9,537 $1.81M 0.2% +77 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 9,502 $1.8M 0.07% +5,207 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 9,768 $1.8M 0.06% +142 13F-HR Timeline CANANDAIGUA NATIONAL CORP in group CANANDAIGUA NATIONAL BANK & T… More: the full row for CANANDAIGUA NATIONAL CORP 9,461 $1.79M 0.16% 13F-HR Timeline Group Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 9,443 $1.79M 0.02% -1,145 13F-HR Timeline Allen Mooney & Barnes Investment Adviso… More: the full row for Allen Mooney & Barnes Investment Advisors LLC 9,424 $1.79M 0.26% +9 13F-HR Timeline Watershed Asset Management, L.L.C. More: the full row for Watershed Asset Management, L.L.C. 9,400 $1.78M 1.85% new 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 9,350 $1.77M 0.1% +31 13F-HR Timeline FIRST UNITED BANK & TRUST More: the full row for FIRST UNITED BANK & TRUST 9,327 $1.77M 0.57% -777 13F-HR Timeline JACKSON SQUARE CAPITAL, LLC More: the full row for JACKSON SQUARE CAPITAL, LLC 9,318 $1.77M 0.37% -85 13F-HR Timeline Callahan Advisors, LLC More: the full row for Callahan Advisors, LLC 9,210 $1.75M 0.15% -1,541 13F-HR Timeline PKO Investment Management Joint-Stock Co More: the full row for PKO Investment Management Joint-Stock Co 9,200 $1.74M 0.15% +500 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 9,100 $1.73M 0.04% -318 13F-HR Timeline BRASADA CAPITAL MANAGEMENT, LP More: the full row for BRASADA CAPITAL MANAGEMENT, LP 8,966 $1.72M 0.32% -27,083 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 9,024 $1.71M 0.02% +676 13F-HR Timeline Group Teewinot Capital Advisers, L.L.C. More: the full row for Teewinot Capital Advisers, L.L.C. 9,013 $1.71M 0.14% -7,648 13F-HR Timeline DAVIS-REA LTD. More: the full row for DAVIS-REA LTD. 8,990 $1.71M 0.45% -3,293 13F-HR Timeline CARY STREET PARTNERS ASSET MANAGEMENT L… group of 2 filers holding More: the full row for CARY STREET PARTNERS ASSET MANAGEMENT LLC 9,004 $1.71M -1,416 Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 8,974 $1.7M 0.08% +2,818 13F-HR Timeline FORT WASHINGTON INVESTMENT ADVISORS INC… More: the full row for FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 8,883 $1.68M 0.01% -98 13F-HR Timeline Adalta Capital Management LLC More: the full row for Adalta Capital Management LLC 8,864 $1.68M 0.81% +340 13F-HR Timeline Boit C F David More: the full row for Boit C F David 8,850 $1.68M 0.74% 0 13F-HR Timeline Shepherd Financial Partners LLC More: the full row for Shepherd Financial Partners LLC 8,749 $1.66M 0.16% -161 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 8,728 $1.65M 0.08% +1,774 13F-HR Timeline SEARLE & CO. More: the full row for SEARLE & CO. 8,702 $1.65M 0.41% 0 13F-HR Timeline SECURITY NATIONAL BANK OF SIOUX CITY IO… More: the full row for SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/ 8,677 $1.65M 0.97% -229 13F-HR Timeline Trek Financial, LLC More: the full row for Trek Financial, LLC 8,598 $1.63M 0.09% +1,424 13F-HR Timeline VeraBank, N.A. More: the full row for VeraBank, N.A. 8,539 $1.62M 0.3% -251 13F-HR Timeline Arrow Financial Corp in group Arrow Financial Corp More: the full row for Arrow Financial Corp 8,466 $1.61M 0.16% +77 13F-HR Timeline Group FIGURE 8 INVESTMENT STRATEGIES LLC More: the full row for FIGURE 8 INVESTMENT STRATEGIES LLC 8,410 $1.59M 1.56% +151 13F-HR Timeline Fulton Bank, N.A. More: the full row for Fulton Bank, N.A. 8,391 $1.59M 0.06% -389 13F-HR Timeline Fayez Sarofim & Co in group Fayez Sarofim & Co More: the full row for Fayez Sarofim & Co 8,384 $1.59M <0.01% +85 13F-HR Timeline Group TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 8,363 $1.59M 0.03% +1,253 13F-HR Timeline Sendero Wealth Management, LLC More: the full row for Sendero Wealth Management, LLC 8,317 $1.58M 0.17% +869 13F-HR Timeline Hardy Reed LLC More: the full row for Hardy Reed LLC 8,303 $1.57M 0.11% +74 13F-HR Timeline Scarborough Advisors, LLC More: the full row for Scarborough Advisors, LLC 8,257 $1.57M 0.17% new 13F-HR Timeline Carnegie Investment Counsel More: the full row for Carnegie Investment Counsel 8,246 $1.56M 0.03% -393 13F-HR Timeline Pictet North America Advisors SA More: the full row for Pictet North America Advisors SA 8,237 $1.56M 0.16% -2,362 13F-HR Timeline LIGHTHOUSE FINANCIAL SERVICES INC /ADV More: the full row for LIGHTHOUSE FINANCIAL SERVICES INC /ADV 7,855 $1.56M 0.35% -98 13F-HR Timeline PROMETHIUM ADVISORS,LLC More: the full row for PROMETHIUM ADVISORS,LLC 8,070 $1.53M 0.79% +94 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 8,053 $1.53M 0.17% -347 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 8,009 $1.52M 0.02% -2,584 13F-HR Timeline DoubleLine ETF Adviser LP More: the full row for DoubleLine ETF Adviser LP 7,960 $1.51M 0.57% new 13F-HR Timeline Fragasso Financial Advisors Inc More: the full row for Fragasso Financial Advisors Inc 7,855 $1.51M 0.09% -189 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 7,941 $1.51M 0.03% -2,337 13F-HR Timeline ArrowMark Colorado Holdings LLC More: the full row for ArrowMark Colorado Holdings LLC 7,903 $1.5M 0.04% 0 13F-HR Timeline Unifi Asset Management LP More: the full row for Unifi Asset Management LP 7,900 $1.5M 0.86% new 13F-HR Timeline XML Financial, LLC More: the full row for XML Financial, LLC 7,886 $1.5M 0.12% +242 13F-HR Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 7,861 $1.49M 0.09% -41 13F-HR Timeline WADDELL & ASSOCIATES, LLC More: the full row for WADDELL & ASSOCIATES, LLC 7,852 $1.49M 0.08% +5,721 13F-HR Timeline Annandale Capital, LLC More: the full row for Annandale Capital, LLC 7,827 $1.48M 0.24% +12 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 7,788 $1.48M 0.09% +121 13F-HR Timeline GREAT LAKES ADVISORS, LLC More: the full row for GREAT LAKES ADVISORS, LLC 7,774 $1.47M 0.01% -354 13F-HR Timeline KIRTLAND HILLS CAPITAL MANAGEMENT, LLC More: the full row for KIRTLAND HILLS CAPITAL MANAGEMENT, LLC 7,960 $1.47M 0.47% -418 13F-HR Timeline HANCOCK WHITNEY CORP More: the full row for HANCOCK WHITNEY CORP 7,733 $1.46M 0.03% +3 13F-HR Timeline TRED AVON FAMILY WEALTH, LLC More: the full row for TRED AVON FAMILY WEALTH, LLC 7,694 $1.46M 0.48% +585 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 7,674 $1.46M 0.04% +1,499 13F-HR Timeline Naviter Wealth, LLC More: the full row for Naviter Wealth, LLC 7,643 $1.45M 0.18% +94 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 7,644 $1.45M 0.04% -1,910 13F-HR Timeline Cambridge Advisors Inc. More: the full row for Cambridge Advisors Inc. 7,631 $1.45M 0.28% -40 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 7,618 $1.44M 0.03% -73 13F-HR Timeline Group Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 7,606 $1.44M 0.08% -2,322 13F-HR Timeline Value Partners Investments Inc. More: the full row for Value Partners Investments Inc. 7,522 $1.43M 0.11% +1,110 13F-HR Timeline River Wealth Advisors LLC More: the full row for River Wealth Advisors LLC 7,511 $1.42M 0.16% -259 13F-HR Timeline Minot DeBlois Advisors LLC More: the full row for Minot DeBlois Advisors LLC 7,495 $1.42M 1.29% +245 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 7,482 $1.42M 0.03% -262 13F-HR Timeline Group SATURNA CAPITAL CORP More: the full row for SATURNA CAPITAL CORP 7,476 $1.42M 0.02% +72 13F-HR Timeline Norway Savings Bank More: the full row for Norway Savings Bank 7,379 $1.4M 0.66% +316 13F-HR Timeline Bank of Marin More: the full row for Bank of Marin 7,360 $1.4M 1.02% +97 13F-HR Timeline Nexus Investment Management ULC More: the full row for Nexus Investment Management ULC 7,355 $1.39M 0.2% 0 13F-HR Timeline Edgemoor Investment Advisors, Inc. More: the full row for Edgemoor Investment Advisors, Inc. 7,346 $1.39M 0.11% 0 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 7,334 $1.39M 0.02% -452 13F-HR Timeline Group IFC Advisors LLC More: the full row for IFC Advisors LLC 7,323 $1.39M 0.2% -80 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 7,286 $1.38M 0.14% -5,460 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. First National Trust Co More: the full row for First National Trust Co 7,258 $1.38M 0.05% -251 13F-HR Timeline