Perpetual Ltd in group Perpetual Ltd More: the full row for Perpetual Ltd 13,367 $557K 0.01% -2,678 13F-HR Timeline Group American Investment Services, Inc. More: the full row for American Investment Services, Inc. 13,290 $554K 0.12% -25,078 13F-HR Timeline Frec Markets, Inc. in group Frec Markets, Inc. More: the full row for Frec Markets, Inc. 13,260 $552K 0.09% new 13F-HR Timeline Group SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 13,228 $551K 0.04% -120 13F-HR Timeline Procyon Advisors, LLC More: the full row for Procyon Advisors, LLC 13,224 $551K 0.03% new 13F-HR Timeline Tema ETFs LLC More: the full row for Tema ETFs LLC 13,220 $551K 0.04% +63 13F-HR Timeline Abel Hall, LLC More: the full row for Abel Hall, LLC 13,162 $548K 0.12% +343 13F-HR Timeline Laird Norton Wetherby Trust Company, LLC in group Laird Norton Wetherby Trust C… More: the full row for Laird Norton Wetherby Trust Company, LLC 13,159 $548K 0.01% -582 13F-HR Timeline Group EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 13,141 $547K 0.01% new 13F-HR Timeline Purewater Capital LLC More: the full row for Purewater Capital LLC 13,079 $545K 0.52% 13F-HR Timeline Brown Miller Wealth Management, LLC More: the full row for Brown Miller Wealth Management, LLC 13,076 $545K 0.15% new 13F-HR Timeline Samjo Management, LLC More: the full row for Samjo Management, LLC 13,003 $542K 0.23% 0 13F-HR Timeline Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 12,987 $541K 0.03% +3,350 13F-HR Timeline Group Principle Wealth Partners LLC More: the full row for Principle Wealth Partners LLC 12,982 $541K 0.03% 0 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 12,793 $533K 0.01% -940 13F-HR Timeline Group Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 12,770 $532K 0.01% new 13F-HR Timeline MBL Wealth, LLC More: the full row for MBL Wealth, LLC 12,737 $530K 0.04% new 13F-HR Timeline Kimelman & Baird, LLC More: the full row for Kimelman & Baird, LLC 12,728 $530K 0.04% -1,367 13F-HR Timeline Argent Trust Co More: the full row for Argent Trust Co 12,628 $526K 0.02% -3,600 13F-HR Timeline Confluence Wealth Services, Inc. More: the full row for Confluence Wealth Services, Inc. 12,565 $523K 0.02% +558 13F-HR Timeline Aviance Capital Partners, LLC More: the full row for Aviance Capital Partners, LLC 12,555 $523K 0.06% +84 13F-HR Timeline Jaffetilchin Investment Partners, LLC More: the full row for Jaffetilchin Investment Partners, LLC 12,465 $519K 0.03% +406 13F-HR Timeline Turtle Creek Wealth Advisors, LLC More: the full row for Turtle Creek Wealth Advisors, LLC 12,340 $514K 0.04% +3,100 13F-HR Timeline Canal Capital Management, LLC More: the full row for Canal Capital Management, LLC 12,275 $511K 0.07% new 13F-HR Timeline Emissary Wealth LLC More: the full row for Emissary Wealth LLC 12,254 $510K 0.48% -359 13F-HR Timeline Rothschild Wealth LLC More: the full row for Rothschild Wealth LLC 12,220 $509K 0.05% new 13F-HR Timeline Horizon Investments, LLC More: the full row for Horizon Investments, LLC 12,181 $507K 0.01% +803 13F-HR Timeline Widmann Financial Services, Inc. More: the full row for Widmann Financial Services, Inc. 12,083 $503K 0.3% -66 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 12,063 $502K 0.04% new 13F-HR Timeline Quadcap Wealth Management, LLC More: the full row for Quadcap Wealth Management, LLC 12,044 $502K 0.06% +63 13F-HR Timeline DMC Group, LLC More: the full row for DMC Group, LLC 12,004 $500K 0.34% +2,982 13F-HR Timeline NEVILLE RODIE & SHAW INC More: the full row for NEVILLE RODIE & SHAW INC 11,977 $499K 0.04% +500 13F-HR Timeline Mraz, Amerine & Associates, Inc. More: the full row for Mraz, Amerine & Associates, Inc. 11,975 $499K 0.07% -85 13F-HR Timeline TriaGen Wealth Management LLC More: the full row for TriaGen Wealth Management LLC 11,908 $496K 0.14% new 13F-HR Timeline M.E. ALLISON & CO., INC. More: the full row for M.E. ALLISON & CO., INC. 11,883 $495K 0.33% +500 13F-HR Timeline McAdam, LLC More: the full row for McAdam, LLC 11,861 $494K 0.02% +656 13F-HR Timeline LORING WOLCOTT & COOLIDGE FIDUCIARY ADV… More: the full row for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 12,622 $492K <0.01% -246 13F-HR Timeline Unifi Asset Management LP More: the full row for Unifi Asset Management LP 11,800 $491K 0.28% new 13F-HR Timeline Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 11,713 $488K 0.01% -8,284 13F-HR Timeline TCW GROUP INC in group TCW GROUP INC More: the full row for TCW GROUP INC 11,586 $483K <0.01% +560 13F-HR Timeline Group CHOREO, LLC More: the full row for CHOREO, LLC 11,555 $481K 0.01% new 13F-HR Timeline DARK FOREST CAPITAL MANAGEMENT LP More: the full row for DARK FOREST CAPITAL MANAGEMENT LP 11,544 $481K 0.04% new 13F-HR Timeline LexAurum Advisors, LLC More: the full row for LexAurum Advisors, LLC 11,509 $479K 0.06% 13F-HR Timeline AMG National Trust Bank More: the full row for AMG National Trust Bank 11,508 $479K 0.01% -607 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 11,481 $478K 0.01% new 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 11,424 $476K 0.02% +303 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 11,322 $472K 0.01% +768 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 11,240 $468K <0.01% new 13F-HR Timeline WEALTH EFFECTS LLC More: the full row for WEALTH EFFECTS LLC 11,223 $467K 0.17% +120 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 11,212 $467K 0.01% +2,394 13F-HR Timeline Manske Wealth Management More: the full row for Manske Wealth Management 11,198 $466K 0.13% +1,284 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 11,195 $466K <0.01% new 13F-HR Timeline SEARLE & CO. More: the full row for SEARLE & CO. 11,130 $464K 0.12% 0 13F-HR Timeline Gibbs Wealth Management More: the full row for Gibbs Wealth Management 11,104 $462K 0.06% new 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 11,081 $462K 0.01% +229 13F-HR Timeline Atom Investors LP More: the full row for Atom Investors LP 11,070 $461K 0.03% new 13F-HR Timeline Murphy, Middleton, Hinkle & Parker, Inc. More: the full row for Murphy, Middleton, Hinkle & Parker, Inc. 11,016 $459K 0.21% new 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 10,929 $455K 0.01% +5,705 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 10,892 $454K 0.03% +2,239 13F-HR Timeline AlTi Global, Inc. in group AlTi Global, Inc. More: the full row for AlTi Global, Inc. 10,827 $451K 0.01% -41 13F-HR Timeline Group BEESE FULMER INVESTMENT MANAGEMENT, INC. More: the full row for BEESE FULMER INVESTMENT MANAGEMENT, INC. 10,816 $450K 0.03% new 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 10,746 $448K 0.18% +916 13F-HR Timeline EXCALIBUR MANAGEMENT CORP More: the full row for EXCALIBUR MANAGEMENT CORP 10,731 $447K 0.16% -520 13F-HR Timeline SteelPeak Wealth, LLC More: the full row for SteelPeak Wealth, LLC 10,686 $445K 0.01% new 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 10,647 $443K 0.01% -6,735 13F-HR Timeline TEACHER RETIREMENT SYSTEM OF TEXAS More: the full row for TEACHER RETIREMENT SYSTEM OF TEXAS 10,551 $439K <0.01% -12,808 13F-HR Timeline CX Institutional More: the full row for CX Institutional 10,470 $436K 0.01% +1,598 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 10,466 $436K 0.11% -5,853 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 10,433 $435K 0.15% +4,940 13F-HR Timeline QTR Family Wealth, LLC More: the full row for QTR Family Wealth, LLC 11,075 $434K 0.18% new 13F-HR Timeline DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 10,381 $432K 0.04% -50 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 10,335 $430K 0.01% -6,066 13F-HR Timeline JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 10,334 $430K <0.01% -204 13F-HR Timeline Siemens Fonds Invest GmbH More: the full row for Siemens Fonds Invest GmbH 10,234 $426K 0.02% +591 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 10,209 $425K <0.01% new 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 10,208 $425K 0.01% -2,475 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 10,124 $422K 0.01% new 13F-HR Timeline WINEBRENNER CAPITAL MANAGEMENT LLC More: the full row for WINEBRENNER CAPITAL MANAGEMENT LLC 10,114 $421K 0.27% +13 13F-HR Timeline VAUGHAN & Co SECURITIES, INC. More: the full row for VAUGHAN & Co SECURITIES, INC. 10,086 $420K 0.22% -1,035 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 10,085 $420K 0.01% -1,247 13F-HR Timeline Group Columbia Asset Management More: the full row for Columbia Asset Management 10,022 $417K 0.08% -150 13F-HR Timeline CANADA PENSION PLAN INVESTMENT BOARD More: the full row for CANADA PENSION PLAN INVESTMENT BOARD 10,010 $417K <0.01% -2,752,665 13F-HR Timeline Walnut Level Capital LLC More: the full row for Walnut Level Capital LLC 10,000 $416K 0.48% new 13F-HR Timeline BEACON INVESTMENT ADVISORS LLC More: the full row for BEACON INVESTMENT ADVISORS LLC 10,000 $416K 0.16% 0 13F-HR Timeline Wellington Shields Capital Management, … group of 2 filers holding More: the full row for Wellington Shields Capital Management, LLC 9,994 $416K +542 Timeline SUMMIT SECURITIES GROUP LLC More: the full row for SUMMIT SECURITIES GROUP LLC 9,918 $413K 0.2% +6,362 13F-HR Timeline BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 9,849 $410K 0.02% 0 13F-HR Timeline Red Mountain Financial, LLC More: the full row for Red Mountain Financial, LLC 9,809 $409K 0.38% +5 13F-HR Timeline JACKSON THORNTON WEALTH MANAGEMENT, LLC More: the full row for JACKSON THORNTON WEALTH MANAGEMENT, LLC 10,434 $407K 0.04% new 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 9,754 $406K <0.01% +239 13F-HR Timeline William B. Walkup & Associates, Inc. More: the full row for William B. Walkup & Associates, Inc. 11,605 $405K 0.24% +6 13F-HR Timeline Dodge & Cox More: the full row for Dodge & Cox 9,713 $405K <0.01% 0 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 9,640 $402K 0.01% +462 13F-HR Timeline HOWE & RUSLING INC More: the full row for HOWE & RUSLING INC 9,618 $401K 0.03% -235 13F-HR Timeline NorthCoast Asset Management LLC More: the full row for NorthCoast Asset Management LLC 9,607 $400K 0.01% -407 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 9,852 $400K <0.01% +298 13F-HR Timeline Kera Capital Partners, Inc. More: the full row for Kera Capital Partners, Inc. 9,577 $399K 0.05% new 13F-HR Timeline AMI INVESTMENT MANAGEMENT INC More: the full row for AMI INVESTMENT MANAGEMENT INC 9,570 $399K 0.09% 0 13F-HR Timeline FIRST AMERICAN BANK More: the full row for FIRST AMERICAN BANK 9,566 $398K 0.02% +290 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 9,555 $398K 0.01% new 13F-HR Timeline Clarus Group, Inc. More: the full row for Clarus Group, Inc. 9,543 $397K 0.14% -790 13F-HR Timeline NORTHCAPE WEALTH MANAGEMENT, LLC More: the full row for NORTHCAPE WEALTH MANAGEMENT, LLC 9,543 $397K 0.11% -2,059 13F-HR Timeline CHAPIN DAVIS, INC. More: the full row for CHAPIN DAVIS, INC. 9,535 $397K 0.09% +9 13F-HR Timeline Azimuth Capital Investment Management L… More: the full row for Azimuth Capital Investment Management LLC 9,523 $397K 0.01% -266 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 9,489 $395K 0.02% -3,868 13F-HR Timeline Register Financial Advisors LLC More: the full row for Register Financial Advisors LLC 9,480 $395K 0.15% -468 13F-HR Timeline Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 9,432 $393K 0.06% new 13F-HR Timeline PATTON FUND MANAGEMENT, INC. More: the full row for PATTON FUND MANAGEMENT, INC. 9,380 $391K 0.07% new 13F-HR Timeline Athena Investment Management More: the full row for Athena Investment Management 9,370 $390K 0.2% 0 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 9,289 $387K 0.02% +3,720 13F-HR Timeline October Effect Ltd More: the full row for October Effect Ltd 9,257 $386K 0.44% new 13F-HR Timeline Bank & Trust Co More: the full row for Bank & Trust Co 9,148 $381K 0.26% -105 13F-HR Timeline Optas, LLC More: the full row for Optas, LLC 9,142 $381K 0.06% new 13F-HR Timeline Slocum, Gordon & Co LLP More: the full row for Slocum, Gordon & Co LLP 9,129 $380K 0.26% -208 13F-HR Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 9,119 $380K 0.02% +6 13F-HR Timeline TITLEIST ASSET MANAGEMENT, LLC More: the full row for TITLEIST ASSET MANAGEMENT, LLC 9,066 $378K 0.03% -4,614 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 9,057 $377K <0.01% -1,373 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 9,057 $377K 0.01% -572 13F-HR Timeline Argent Advisors, Inc. More: the full row for Argent Advisors, Inc. 9,049 $377K 0.1% +213 13F-HR Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 8,985 $374K 0.04% -19,186 13F-HR Timeline LGT Group Foundation in group LGT Group Foundation More: the full row for LGT Group Foundation 8,954 $373K <0.01% +14 13F-HR Timeline Group Southern Financial Group, LLC More: the full row for Southern Financial Group, LLC 8,936 $372K 0.1% +46 13F-HR Timeline KNIGHTSBRIDGE ASSET MANAGEMENT, LLC More: the full row for KNIGHTSBRIDGE ASSET MANAGEMENT, LLC 8,920 $372K 0.05% new 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 8,860 $369K 0.12% -88 13F-HR Timeline Houlihan Financial Resource Group, Ltd. More: the full row for Houlihan Financial Resource Group, Ltd. 8,850 $369K 0.14% new 13F-HR Timeline V-Square Quantitative Management LLC More: the full row for V-Square Quantitative Management LLC 8,835 $368K 0.04% -3,387 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 8,834 $368K 0.02% -123 13F-HR Timeline Provenance Wealth Advisors, LLC More: the full row for Provenance Wealth Advisors, LLC 8,796 $366K 0.04% 0 13F-HR Timeline CANANDAIGUA NATIONAL CORP in group CANANDAIGUA NATIONAL BANK & T… More: the full row for CANANDAIGUA NATIONAL CORP 8,755 $365K 0.03% 13F-HR Timeline Group ARMISTICE CAPITAL, LLC More: the full row for ARMISTICE CAPITAL, LLC 8,702 $362K 0.01% -4,113 13F-HR Timeline FIDEURAM - INTESA SANPAOLO PRIVATE BANK… More: the full row for FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A. 8,683 $362K 0.01% 0 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 8,643 $360K 0.01% -126,050 13F-HR Timeline Group HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 9,741 $359K 0.01% -28 13F-HR Timeline Choate Investment Advisors More: the full row for Choate Investment Advisors 8,541 $356K 0.01% new 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 8,537 $356K 0.01% new 13F-HR Timeline Lifeworks Advisors, LLC More: the full row for Lifeworks Advisors, LLC 8,526 $355K 0.05% -4,760 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 8,478 $353K 0.04% -177 13F-HR Timeline TI-TRUST, INC More: the full row for TI-TRUST, INC 8,465 $353K 0.21% new 13F-HR Timeline Evelyn Partners Group Ltd group of 2 filers holding More: the full row for Evelyn Partners Group Ltd 8,464 $353K 0 Timeline Leo Wealth, LLC More: the full row for Leo Wealth, LLC 8,365 $348K 0.03% -2,614 13F-HR Timeline S&T Bank/PA More: the full row for S&T Bank/PA 8,365 $348K 0.13% -5,393 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 8,313 $348K 0.02% -668 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 14,857 $347K 0.01% 0 13F-HR Timeline Callan Family Office, LLC More: the full row for Callan Family Office, LLC 8,317 $346K 0.01% new 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 8,488 $345K 0.01% -4,138 13F-HR Timeline Essex LLC More: the full row for Essex LLC 8,237 $343K 0.06% new 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 8,224 $343K 0.12% +6,760 13F-HR Timeline Bison Wealth, LLC More: the full row for Bison Wealth, LLC 8,781 $341K 0.03% new 13F-HR Timeline Index Technologies Group LLC More: the full row for Index Technologies Group LLC 8,169 $340K 0.37% new 13F-HR Timeline Yoffe Investment Management, LLC More: the full row for Yoffe Investment Management, LLC 8,159 $340K 0.44% new 13F-HR Timeline Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 8,515 $337K 0.02% new 13F-HR Timeline Associated Banc-Corp in group Associated Banc-Corp More: the full row for Associated Banc-Corp 8,077 $336K 0.01% new 13F-HR Timeline Group LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 7,972 $332K 0.01% new 13F-HR Timeline Group CenterStar Asset Management, LLC More: the full row for CenterStar Asset Management, LLC 7,983 $331K 0.32% new 13F-HR Timeline MQS Management LLC More: the full row for MQS Management LLC 7,944 $331K 0.22% new 13F-HR Timeline SILVERCREST ASSET MANAGEMENT GROUP LLC More: the full row for SILVERCREST ASSET MANAGEMENT GROUP LLC 7,894 $329K <0.01% new 13F-HR Timeline NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 7,890 $329K 0.03% new 13F-HR Timeline Carlton Hofferkamp & Jenks Wealth Manag… More: the full row for Carlton Hofferkamp & Jenks Wealth Management, LLC 8,539 $325K 0.11% -888 13F-HR Timeline GenTrust, LLC More: the full row for GenTrust, LLC 7,791 $324K 0.01% new 13F-HR Timeline Caerus Investment Advisors, LLC More: the full row for Caerus Investment Advisors, LLC 7,704 $321K 0.14% new 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 7,872 $320K 0.02% -1,585 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 7,667 $319K 0.01% new 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 7,660 $319K 0.02% new 13F-HR Timeline WealthPlan Investment Management, LLC More: the full row for WealthPlan Investment Management, LLC 7,638 $318K 0.02% new 13F-HR Timeline IRON Financial LLC More: the full row for IRON Financial LLC 7,592 $316K 0.14% -2,185 13F-HR Timeline GF FUND MANAGEMENT CO. LTD. More: the full row for GF FUND MANAGEMENT CO. LTD. 7,563 $315K 0.01% new 13F-HR Timeline MARIETTA INVESTMENT PARTNERS LLC More: the full row for MARIETTA INVESTMENT PARTNERS LLC 7,562 $315K 0.06% new 13F-HR Timeline Praxis Capital Management LLC More: the full row for Praxis Capital Management LLC 7,500 $312K 0.73% new 13F-HR Timeline PATTEN & PATTEN INC/TN More: the full row for PATTEN & PATTEN INC/TN 7,473 $311K 0.02% new 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 7,423 $309K <0.01% +3,043 13F-HR Timeline Group PCM Encore, LLC More: the full row for PCM Encore, LLC 7,381 $307K 0.06% new 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 7,323 $307K 0.01% +61 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 7,319 $305K 0.01% new 13F-HR Timeline PATRICK M SWEENEY & ASSOCIATES, INC More: the full row for PATRICK M SWEENEY & ASSOCIATES, INC 7,308 $304K 0.2% new 13F-HR Timeline Blake Schutter Theil Wealth Advisors, L… More: the full row for Blake Schutter Theil Wealth Advisors, LLC 7,290 $304K 0.25% new 13F-HR Timeline EARNED WEALTH ADVISORS, LLC More: the full row for EARNED WEALTH ADVISORS, LLC 7,288 $304K 0.02% new 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 7,235 $301K <0.01% new 13F-HR/A Timeline Midway Capital Research & Management More: the full row for Midway Capital Research & Management 7,194 $300K 0.28% new 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 7,161 $298K 0.02% new 13F-HR Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 7,159 $298K <0.01% new 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 7,188 $298K 0.02% -5,269 13F-HR Timeline Group RDA Financial Network More: the full row for RDA Financial Network 7,130 $297K 0.07% new 13F-HR Timeline CAHILL FINANCIAL ADVISORS INC More: the full row for CAHILL FINANCIAL ADVISORS INC 7,113 $296K 0.03% new 13F-HR Timeline CSM Advisors, LLC More: the full row for CSM Advisors, LLC 7,080 $295K 0.01% new 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 7,080 $295K 0.03% 0 13F-HR Timeline Ameritas Investment Partners, Inc. in group Ameritas Investment Partners,… More: the full row for Ameritas Investment Partners, Inc. 7,071 $295K 0.01% 0 13F-HR Timeline Group Allegiance Financial Group Advisory Ser… More: the full row for Allegiance Financial Group Advisory Services LLC 7,005 $292K 0.06% new 13F-HR Timeline CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 6,978 $291K 0.03% new 13F-HR Timeline Vontobel Holding Ltd. in group Vontobel Holding Ltd. More: the full row for Vontobel Holding Ltd. 6,941 $289K <0.01% -48,240 13F-HR Timeline Group SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 6,932 $289K 0.01% +186 13F-HR Timeline Concentric Capital Strategies, LP More: the full row for Concentric Capital Strategies, LP 6,910 $288K 0.03% new 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 6,898 $287K 0.03% new 13F-HR Timeline Vigil Wealth Management, LLC More: the full row for Vigil Wealth Management, LLC 6,877 $286K 0.23% new 13F-HR Timeline Fiduciary Group, LLC More: the full row for Fiduciary Group, LLC 6,859 $286K 0.02% -2,975 13F-HR Timeline CenterBook Partners LP More: the full row for CenterBook Partners LP 6,857 $286K 0.02% new 13F-HR Timeline Westhampton Capital, LLC More: the full row for Westhampton Capital, LLC 6,852 $285K 0.13% new 13F-HR Timeline CAPITAL FINANCIAL GROUP INC\CO\ /ADV More: the full row for CAPITAL FINANCIAL GROUP INC\CO\ /ADV 6,846 $285K 0.16% new 13F-HR Timeline Addison Capital Co More: the full row for Addison Capital Co 6,823 $284K 0.05% new 13F-HR Timeline DZ BANK AG Deutsche Zentral Genossensch… in group DZ BANK AG Deutsche Zentral G… More: the full row for DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 6,801 $283K <0.01% 0 13F-HR Timeline Group waypoint wealth counsel More: the full row for waypoint wealth counsel 6,784 $283K 0.15% new 13F-HR Timeline