Geo Capital Gestora de Recursos Ltd More: the full row for Geo Capital Gestora de Recursos Ltd 8,722 $1.72M 2.61% -551 13F-HR Timeline SEARLE & CO. More: the full row for SEARLE & CO. 8,702 $1.72M 0.49% 0 13F-HR Timeline Naviter Wealth, LLC More: the full row for Naviter Wealth, LLC 8,682 $1.72M 0.21% -481 13F-HR Timeline Phoenix Financial Ltd. in group Phoenix Financial Ltd. More: the full row for Phoenix Financial Ltd. 8,602 $1.7M 0.02% +2,083 13F-HR Timeline Group Fayez Sarofim & Co in group Fayez Sarofim & Co More: the full row for Fayez Sarofim & Co 8,538 $1.69M <0.01% +84 13F-HR Timeline Group Lafayette Investments, Inc. More: the full row for Lafayette Investments, Inc. 8,461 $1.67M 0.34% -10 13F-HR Timeline Arrow Financial Corp in group Arrow Financial Corp More: the full row for Arrow Financial Corp 8,423 $1.66M 0.18% +411 13F-HR Timeline Group AGF MANAGEMENT LTD in group AGF MANAGEMENT LTD More: the full row for AGF MANAGEMENT LTD 8,359 $1.65M 0.01% -2,405 13F-HR Timeline Group RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 8,327 $1.64M 0.04% +1,858 13F-HR Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 8,317 $1.64M 0.11% -1,253 13F-HR Timeline MONEY CONCEPTS CAPITAL CORP More: the full row for MONEY CONCEPTS CAPITAL CORP 8,260 $1.63M 0.11% +243 13F-HR Timeline KIRTLAND HILLS CAPITAL MANAGEMENT, LLC More: the full row for KIRTLAND HILLS CAPITAL MANAGEMENT, LLC 8,240 $1.63M 0.75% +891 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 8,217 $1.63M 0.07% -1,047 13F-HR Timeline River Wealth Advisors LLC More: the full row for River Wealth Advisors LLC 8,218 $1.62M 0.2% +43 13F-HR Timeline 1248 Management, LLC More: the full row for 1248 Management, LLC 8,200 $1.62M 0.6% 0 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 8,208 $1.62M 0.06% +639 13F-HR Timeline Cyndeo Wealth Partners, LLC More: the full row for Cyndeo Wealth Partners, LLC 8,207 $1.62M 0.1% -10 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 8,200 $1.62M 0.04% -5,647 13F-HR Timeline Hardy Reed LLC More: the full row for Hardy Reed LLC 8,184 $1.62M 0.13% +621 13F-HR Timeline FORA Capital, LLC More: the full row for FORA Capital, LLC 8,139 $1.61M 0.18% -8,708 13F-HR Timeline PROFUND ADVISORS LLC More: the full row for PROFUND ADVISORS LLC 8,133 $1.61M 0.06% -622 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 8,086 $1.6M 0.04% -674 13F-HR Timeline NICHOLS & PRATT ADVISERS LLP /MA in group NICHOLS & PRATT ADVISERS LLP … More: the full row for NICHOLS & PRATT ADVISERS LLP /MA 8,084 $1.6M 0.11% +1,200 13F-HR Timeline Group CITY HOLDING CO More: the full row for CITY HOLDING CO 8,077 $1.6M 0.21% -2,191 13F-HR Timeline Centiva Capital, LP More: the full row for Centiva Capital, LP 8,039 $1.59M 0.11% new 13F-HR Timeline Maple Capital Management, Inc. More: the full row for Maple Capital Management, Inc. 8,038 $1.59M 0.11% -3,247 13F-HR Timeline Harfst & Associates, Inc. More: the full row for Harfst & Associates, Inc. 8,010 $1.58M 0.33% +4,712 13F-HR Timeline Epoch Investment Partners, Inc. More: the full row for Epoch Investment Partners, Inc. 8,002 $1.58M 0.01% -155 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 7,977 $1.58M 0.08% +1,840 13F-HR Timeline Group FIGURE 8 INVESTMENT STRATEGIES LLC More: the full row for FIGURE 8 INVESTMENT STRATEGIES LLC 7,959 $1.57M 1.54% -718 13F-HR Timeline ARCADIA INVESTMENT MANAGEMENT CORP/MI More: the full row for ARCADIA INVESTMENT MANAGEMENT CORP/MI 7,956 $1.57M 0.25% -3,300 13F-HR Timeline PANAGORA ASSET MANAGEMENT INC More: the full row for PANAGORA ASSET MANAGEMENT INC 7,905 $1.56M 0.01% -26 13F-HR Timeline ArrowMark Colorado Holdings LLC More: the full row for ArrowMark Colorado Holdings LLC 7,903 $1.56M 0.03% -200 13F-HR Timeline Allen Investment Management, LLC in group ALLEN OPERATIONS LLC More: the full row for Allen Investment Management, LLC 7,887 $1.56M 0.02% -11,848 13F-HR Timeline Group CARY STREET PARTNERS ASSET MANAGEMENT L… group of 2 filers holding More: the full row for CARY STREET PARTNERS ASSET MANAGEMENT LLC 7,792 $1.54M +101 Timeline Nexus Investment Management ULC More: the full row for Nexus Investment Management ULC 7,755 $1.53M 0.23% 0 13F-HR Timeline GRIMES & Co WEALTH MANAGEMENT, LLC More: the full row for GRIMES & Co WEALTH MANAGEMENT, LLC 7,685 $1.52M 0.04% +163 13F-HR Timeline BTG Pactual Asset Management US LLC in group BTG Pactual Asset Management … More: the full row for BTG Pactual Asset Management US LLC 7,605 $1.51M 0.2% +325 13F-HR Timeline Group NICOLET BANKSHARES INC group of 2 filers holding More: the full row for NICOLET BANKSHARES INC 7,572 $1.49M +70 Timeline Carnegie Investment Counsel More: the full row for Carnegie Investment Counsel 7,501 $1.48M 0.03% +591 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 7,491 $1.48M 0.13% -140 13F-HR Timeline Vest Financial, LLC More: the full row for Vest Financial, LLC 7,465 $1.47M 0.02% +2,104 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 7,444 $1.47M 0.17% -175 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Trust Asset Management LLC More: the full row for Trust Asset Management LLC 7,415 $1.46M 0.11% 0 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 7,413 $1.46M 0.03% +515 13F-HR Timeline Group IFC Advisors LLC More: the full row for IFC Advisors LLC 7,389 $1.46M 0.27% +135 13F-HR Timeline TCTC Holdings, LLC in group TCTC Holdings, LLC More: the full row for TCTC Holdings, LLC 7,388 $1.46M 0.05% +45 13F-HR Timeline Group HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 7,360 $1.45M 0.43% -25 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 7,352 $1.45M 0.03% +85 13F-HR/A Timeline BANK OF STOCKTON More: the full row for BANK OF STOCKTON 7,333 $1.45M 0.43% -179 13F-HR Timeline Dakota Wealth Management More: the full row for Dakota Wealth Management 7,329 $1.45M 0.03% +483 13F-HR Timeline Edgemoor Investment Advisors, Inc. More: the full row for Edgemoor Investment Advisors, Inc. 7,318 $1.45M 0.12% +72 13F-HR Timeline Advisors Asset Management, Inc. More: the full row for Advisors Asset Management, Inc. 7,218 $1.43M 0.03% +725 13F-HR/A Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 7,208 $1.42M 0.03% -169 13F-HR Timeline Group Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 7,172 $1.42M 0.14% -267 13F-HR Timeline Malaga Cove Capital, LLC More: the full row for Malaga Cove Capital, LLC 7,141 $1.41M 0.55% +1,794 13F-HR Timeline GSA CAPITAL PARTNERS LLP More: the full row for GSA CAPITAL PARTNERS LLP 7,105 $1.4M 0.1% new 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 7,093 $1.4M 0.34% +1,204 13F-HR Timeline VCI Wealth Management LLC More: the full row for VCI Wealth Management LLC 7,059 $1.39M 0.49% +735 13F-HR Timeline Norway Savings Bank More: the full row for Norway Savings Bank 7,045 $1.39M 0.71% +506 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 6,968 $1.38M 0.06% +236 13F-HR Timeline SUMITOMO LIFE INSURANCE CO More: the full row for SUMITOMO LIFE INSURANCE CO 6,955 $1.37M 0.09% -472 13F-HR Timeline VEGA INVESTMENT SOLUTIONS More: the full row for VEGA INVESTMENT SOLUTIONS 6,942 $1.37M 0.32% -22,814 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 6,855 $1.37M 0.06% +500 13F-HR Timeline Bank of Marin More: the full row for Bank of Marin 6,911 $1.37M 1.03% +208 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 6,902 $1.36M 0.09% -462 13F-HR Timeline FRED ALGER MANAGEMENT, LLC in group FRED ALGER MANAGEMENT, LLC More: the full row for FRED ALGER MANAGEMENT, LLC 6,887 $1.36M 0.01% -13,420 13F-HR Timeline Group Sigma Planning Corp More: the full row for Sigma Planning Corp 6,889 $1.36M 0.04% -4,390 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 6,885 $1.36M 0.05% -193 13F-HR Timeline XML Financial, LLC More: the full row for XML Financial, LLC 6,884 $1.36M 0.12% +504 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 6,876 $1.36M 0.19% +10 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 6,753 $1.36M 0.04% -163 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 6,854 $1.35M 0.02% +26 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 6,835 $1.35M 0.05% -2,931 13F-HR Timeline Minot DeBlois Advisors LLC More: the full row for Minot DeBlois Advisors LLC 6,825 $1.35M 1.28% +86 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 6,816 $1.35M 0.03% 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 6,802 $1.34M 0.17% +888 13F-HR Timeline EDGEWOOD MANAGEMENT LLC More: the full row for EDGEWOOD MANAGEMENT LLC 6,767 $1.34M <0.01% 0 13F-HR Timeline WHALEROCK POINT PARTNERS, LLC More: the full row for WHALEROCK POINT PARTNERS, LLC 6,750 $1.33M 0.29% +290 13F-HR Timeline Scientech Research LLC More: the full row for Scientech Research LLC 6,746 $1.33M 0.33% +3,873 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 6,715 $1.33M 0.03% -1,085 13F-HR Timeline Town & Country Bank & Trust CO dba Firs… More: the full row for Town & Country Bank & Trust CO dba First Bankers Trust CO 6,714 $1.33M 0.49% -4,405 13F-HR Timeline Legato Capital Management LLC More: the full row for Legato Capital Management LLC 6,688 $1.32M 0.16% 0 13F-HR Timeline EADS & HEALD WEALTH MANAGEMENT More: the full row for EADS & HEALD WEALTH MANAGEMENT 6,665 $1.32M 0.65% -884 13F-HR Timeline Members Trust Co More: the full row for Members Trust Co 6,654 $1.31M 0.05% -13 13F-HR Timeline Oak Thistle LLC More: the full row for Oak Thistle LLC 6,653 $1.31M 0.19% -7,515 13F-HR Timeline Triangle Securities Wealth Management More: the full row for Triangle Securities Wealth Management 6,613 $1.31M 0.32% +985 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Chemistry Wealth Management LLC More: the full row for Chemistry Wealth Management LLC 6,578 $1.3M 0.28% +377 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 6,572 $1.3M 0.53% -15 13F-HR Timeline Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 6,248 $1.29M 0.1% -134 13F-HR Timeline INVESTMENT HOUSE LLC More: the full row for INVESTMENT HOUSE LLC 6,535 $1.29M 0.07% -9,691 13F-HR Timeline COMMERZBANK AKTIENGESELLSCHAFT /FI More: the full row for COMMERZBANK AKTIENGESELLSCHAFT /FI 6,455 $1.27M 0.03% -1,450 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 6,357 $1.26M 0.11% -1,787 13F-HR Timeline BECK MACK & OLIVER LLC More: the full row for BECK MACK & OLIVER LLC 6,395 $1.26M 0.02% -16 13F-HR Timeline ORSER CAPITAL MANAGEMENT, LLC More: the full row for ORSER CAPITAL MANAGEMENT, LLC 6,372 $1.26M 0.9% 0 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 6,368 $1.26M 0.07% +556 13F-HR Timeline Elmwood Wealth Management, Inc. More: the full row for Elmwood Wealth Management, Inc. 6,314 $1.25M 0.49% -115 13F-HR Timeline Thrive Wealth Management, LLC More: the full row for Thrive Wealth Management, LLC 6,313 $1.25M 0.2% -397 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 6,290 $1.24M 0.16% +1,426 13F-HR/A Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 6,257 $1.24M 0.21% -217 13F-HR Timeline Group Strategic Wealth Investment Group, LLC More: the full row for Strategic Wealth Investment Group, LLC 6,186 $1.22M 1.77% +238 13F-HR Timeline Knuff & Co LLC More: the full row for Knuff & Co LLC 6,135 $1.21M 0.38% -135 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 6,131 $1.21M 0.05% -902 13F-HR Timeline ASHFORD CAPITAL MANAGEMENT INC More: the full row for ASHFORD CAPITAL MANAGEMENT INC 6,098 $1.2M 0.14% -866 13F-HR Timeline Grantham, Mayo, Van Otterloo & Co. LLC More: the full row for Grantham, Mayo, Van Otterloo & Co. LLC 6,084 $1.2M <0.01% +350 13F-HR Timeline Hennion & Walsh Asset Management, Inc. More: the full row for Hennion & Walsh Asset Management, Inc. 6,082 $1.2M 0.05% -78 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 6,057 $1.2M 0.03% -2,470 13F-HR Timeline CPA Asset Management Group, LLC More: the full row for CPA Asset Management Group, LLC 6,062 $1.2M 0.5% 0 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 6,059 $1.2M 0.04% +1,860 13F-HR Timeline Waterway Wealth Management, LLC More: the full row for Waterway Wealth Management, LLC 6,059 $1.2M 0.36% new 13F-HR Timeline Ipswich Investment Management Co., Inc. More: the full row for Ipswich Investment Management Co., Inc. 6,037 $1.19M 0.29% +8 13F-HR Timeline Resurgent Financial Advisors LLC More: the full row for Resurgent Financial Advisors LLC 6,015 $1.19M 0.65% +269 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 6,004 $1.19M 0.08% -94 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 5,998 $1.18M 0.05% -2,290 13F-HR Timeline FSM Wealth Advisors, LLC More: the full row for FSM Wealth Advisors, LLC 5,893 $1.18M 0.19% -86 13F-HR Timeline Family Legacy, Inc. More: the full row for Family Legacy, Inc. 5,949 $1.18M 0.38% -44 13F-HR Timeline Rossmore Private Capital More: the full row for Rossmore Private Capital 5,934 $1.17M 0.14% +140 13F-HR Timeline First Commonwealth Financial Corp /PA/ in group First Commonwealth Financial … More: the full row for First Commonwealth Financial Corp /PA/ 5,917 $1.17M 0.25% -800 13F-HR Timeline Group Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 5,909 $1.17M 0.04% -568 13F-HR Timeline 111 Capital More: the full row for 111 Capital 5,908 $1.17M 0.2% +2,649 13F-HR Timeline Livforsakringsbolaget Skandia, Omsesidi… More: the full row for Livforsakringsbolaget Skandia, Omsesidigt 5,807 $1.15M 0.05% 0 13F-HR/A Timeline Qtron Investments LLC More: the full row for Qtron Investments LLC 5,795 $1.14M 0.15% 0 13F-HR Timeline FARMERS TRUST CO More: the full row for FARMERS TRUST CO 5,770 $1.14M 0.21% 0 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 5,828 $1.14M 0.1% -469 13F-HR Timeline Peloton Wealth Strategists More: the full row for Peloton Wealth Strategists 5,741 $1.13M 0.45% +160 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 5,733 $1.13M 0.13% -144 13F-HR Timeline LBP AM SA More: the full row for LBP AM SA 5,718 $1.13M 0.02% -1,261 13F-HR Timeline Abacus Planning Group, Inc. More: the full row for Abacus Planning Group, Inc. 5,710 $1.13M 0.17% +307 13F-HR/A Timeline KKM Financial LLC More: the full row for KKM Financial LLC 5,688 $1.12M 0.39% 0 13F-HR Timeline NJ State Employees Deferred Compensatio… More: the full row for NJ State Employees Deferred Compensation Plan 5,640 $1.11M 0.13% 0 13F-HR Timeline Sandy Cove Advisors, LLC More: the full row for Sandy Cove Advisors, LLC 5,631 $1.11M 0.4% +97 13F-HR Timeline Ratan Capital Management LP More: the full row for Ratan Capital Management LP 5,600 $1.11M 0.51% 0 13F-HR Timeline Argyle Capital Partners, LLC More: the full row for Argyle Capital Partners, LLC 5,598 $1.11M 0.91% +1,500 13F-HR Timeline Marks Group Wealth Management, Inc More: the full row for Marks Group Wealth Management, Inc 5,568 $1.1M 0.1% +239 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 5,553 $1.1M 0.02% +1,018 13F-HR Timeline Ledyard National Bank More: the full row for Ledyard National Bank 5,530 $1.09M 0.1% -130 13F-HR Timeline Cross Staff Investments Inc More: the full row for Cross Staff Investments Inc 5,515 $1.09M 0.81% +2 13F-HR Timeline SHIKIAR ASSET MANAGEMENT INC More: the full row for SHIKIAR ASSET MANAGEMENT INC 5,512 $1.09M 0.3% -829 13F-HR Timeline Sierra Legacy Group More: the full row for Sierra Legacy Group 5,505 $1.09M 0.84% +2,510 13F-HR Timeline BankPlus Trust Department group of 2 filers holding More: the full row for BankPlus Trust Department 5,499 $1.09M +211 Timeline GREENWOOD CAPITAL ASSOCIATES LLC More: the full row for GREENWOOD CAPITAL ASSOCIATES LLC 5,499 $1.09M 0.14% -898 13F-HR Timeline 17 CAPITAL PARTNERS, LLC More: the full row for 17 CAPITAL PARTNERS, LLC 5,492 $1.08M 0.63% -636 13F-HR Timeline Waycross Investment Management Co More: the full row for Waycross Investment Management Co 5,469 $1.08M 1.12% -218 13F-HR Timeline Kuhn & Co Investment Counsel More: the full row for Kuhn & Co Investment Counsel 5,455 $1.08M 0.81% -475 13F-HR Timeline ICW Investment Advisors LLC More: the full row for ICW Investment Advisors LLC 5,400 $1.07M 0.42% +274 13F-HR Timeline DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 5,395 $1.07M 0.02% -466 13F-HR Timeline Bigelow Investment Advisors, LLC More: the full row for Bigelow Investment Advisors, LLC 5,389 $1.06M 0.47% -199 13F-HR Timeline Legacy Bridge, LLC More: the full row for Legacy Bridge, LLC 5,368 $1.06M 0.5% -295 13F-HR Timeline WORMSER FRERES GESTION More: the full row for WORMSER FRERES GESTION 5,352 $1.06M 0.63% +16 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 5,349 $1.06M 0.1% +247 13F-HR Timeline Group ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 5,348 $1.06M 0.07% +366 13F-HR Timeline PEDDOCK CAPITAL ADVISORS, LLC More: the full row for PEDDOCK CAPITAL ADVISORS, LLC 5,312 $1.05M 0.24% -153 13F-HR Timeline Sava Infond d.o.o. More: the full row for Sava Infond d.o.o. 5,300 $1.05M 0.16% +1,160 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 5,274 $1.04M 0.04% +138 13F-HR Timeline First Financial Bankshares Inc More: the full row for First Financial Bankshares Inc 5,273 $1.04M 0.02% +4,145 13F-HR Timeline K.J. Harrison & Partners Inc More: the full row for K.J. Harrison & Partners Inc 5,265 $1.04M 0.17% -1,500 13F-HR Timeline WESTPAC BANKING CORP in group WESTPAC BANKING CORP More: the full row for WESTPAC BANKING CORP 5,259 $1.04M 0.07% -560 13F-HR Timeline Group Madison Wealth Partners, Inc More: the full row for Madison Wealth Partners, Inc 5,246 $1.04M 0.23% 0 13F-HR Timeline Kensington Investment Counsel, LLC More: the full row for Kensington Investment Counsel, LLC 5,238 $1.03M 0.44% 0 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 5,233 $1.03M 0.06% +228 13F-HR Timeline Mirabaud & Cie SA More: the full row for Mirabaud & Cie SA 5,232 $1.03M 0.33% 0 13F-HR Timeline Tema ETFs LLC More: the full row for Tema ETFs LLC 5,221 $1.03M 0.27% -743 13F-HR Timeline Investor's Fiduciary Advisor Network, L… More: the full row for Investor's Fiduciary Advisor Network, LLC 5,218 $1.03M 0.38% +6 13F-HR Timeline SkyView Investment Advisors, LLC More: the full row for SkyView Investment Advisors, LLC 5,174 $1.03M 0.15% +83 13F-HR Timeline Principle Wealth Partners LLC More: the full row for Principle Wealth Partners LLC 5,176 $1.02M 0.06% -225 13F-HR Timeline Hirtle & Co., LLC More: the full row for Hirtle & Co., LLC 5,148 $1.02M 0.04% -111 13F-HR Timeline AM INVESTMENT STRATEGIES LLC More: the full row for AM INVESTMENT STRATEGIES LLC 5,126 $1.01M 0.24% 0 13F-HR Timeline Fischer Financial Services, Inc. More: the full row for Fischer Financial Services, Inc. 5,099 $1.01M 0.3% -679 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 5,099 $1.01M <0.01% +554 13F-HR Timeline Annandale Capital, LLC More: the full row for Annandale Capital, LLC 5,100 $1.01M 0.19% new 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 5,086 $1M 0.04% -83 13F-HR Timeline OLIVER LAGORE VANVALIN INVESTMENT GROUP More: the full row for OLIVER LAGORE VANVALIN INVESTMENT GROUP 4,877 $1000K 0.39% 13F-HR Timeline Channing Global Advisors, LLC More: the full row for Channing Global Advisors, LLC 5,057 $999K 0.64% -600 13F-HR Timeline Harel Insurance Investments & Financial… in group Harel Insurance Investments &… More: the full row for Harel Insurance Investments & Financial Services Ltd. 5,009 $991K 0.01% +3,281 13F-HR Timeline Group FAIRFIELD, BUSH & CO. More: the full row for FAIRFIELD, BUSH & CO. 5,006 $989K 0.56% +170 13F-HR Timeline TRIGLAV INVESTMENTS, D.O.O. More: the full row for TRIGLAV INVESTMENTS, D.O.O. 5,000 $988K 0.07% 0 13F-HR Timeline HANCOCK WHITNEY CORP More: the full row for HANCOCK WHITNEY CORP 4,998 $987K 0.02% new 13F-HR Timeline US Asset Management LLC More: the full row for US Asset Management LLC 4,980 $984K 0.85% -15 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 4,972 $983K 0.02% +684 13F-HR Timeline BALLAST ADVISORS LLC More: the full row for BALLAST ADVISORS LLC 4,946 $977K 0.29% +294 13F-HR Timeline Howard Capital Management, LLC More: the full row for Howard Capital Management, LLC 4,932 $974K 0.01% +1,020 13F-HR Timeline WALTER & KEENAN WEALTH MANAGEMENT LLC /… More: the full row for WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV 4,920 $972K 0.28% +224 13F-HR Timeline TigerOak Management, L.L.C. More: the full row for TigerOak Management, L.L.C. 4,910 $970K 0.33% -64 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 4,909 $970K 0.03% -215 13F-HR Timeline HORIZON KINETICS ASSET MANAGEMENT LLC More: the full row for HORIZON KINETICS ASSET MANAGEMENT LLC 4,884 $965K 0.01% -860 13F-HR Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 4,759 $955K 0.1% +76 13F-HR Timeline Trek Financial, LLC More: the full row for Trek Financial, LLC 4,835 $955K 0.06% +37 13F-HR Timeline Sageworth Trust Co of South Dakota More: the full row for Sageworth Trust Co of South Dakota 4,812 $951K 1.03% 0 13F-HR Timeline Humankind Investments LLC More: the full row for Humankind Investments LLC 4,810 $950K 0.23% +431 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 4,805 $949K 0.09% -16 13F-HR Timeline WASHINGTON TRUST Co More: the full row for WASHINGTON TRUST Co 4,771 $942K 0.03% +623 13F-HR Timeline Evernest Financial Advisors, LLC More: the full row for Evernest Financial Advisors, LLC 4,765 $941K 0.3% -197 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 4,739 $936K 0.06% -612 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 4,732 $935K 0.02% +15 13F-HR Timeline Arete Wealth Advisors, LLC More: the full row for Arete Wealth Advisors, LLC 4,716 $932K 0.07% -257 13F-HR Timeline Investment Research & Advisory Group, I… More: the full row for Investment Research & Advisory Group, Inc. 4,716 $932K 0.35% -1,169 13F-HR Timeline Enterprise Bank & Trust Co More: the full row for Enterprise Bank & Trust Co 4,706 $930K 0.35% -110 13F-HR Timeline PenderFund Capital Management Ltd. More: the full row for PenderFund Capital Management Ltd. 4,700 $928K 0.22% new 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 4,674 $923K 0.01% -113 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 4,666 $922K 0.06% -1,614 13F-HR Timeline