Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 13,725 $2.77M 0.04% -2,282 13F-HR Timeline Virtus Investment Advisers, LLC group of 2 filers holding More: the full row for Virtus Investment Advisers, LLC 13,655 $2.75M +2,973 Timeline Freestone Capital Holdings, LLC in group Freestone Capital Holdings, L… More: the full row for Freestone Capital Holdings, LLC 13,519 $2.73M 0.08% +148 13F-HR Timeline Group HARTFORD INVESTMENT MANAGEMENT CO More: the full row for HARTFORD INVESTMENT MANAGEMENT CO 13,219 $2.67M 0.08% -560 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 13,207 $2.66M <0.01% +803 13F-HR Timeline Group Bleakley Financial Group, LLC More: the full row for Bleakley Financial Group, LLC 12,945 $2.61M 0.06% +865 13F-HR Timeline Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 13,602 $2.6M -1,128 Timeline OSTRUM ASSET MANAGEMENT More: the full row for OSTRUM ASSET MANAGEMENT 12,781 $2.58M 0.12% -777 13F-HR Timeline Donoghue Forlines LLC More: the full row for Donoghue Forlines LLC 12,754 $2.57M 0.79% -5,546 13F-HR Timeline Maryland State Retirement & Pension Sys… More: the full row for Maryland State Retirement & Pension System 12,677 $2.56M 0.05% 0 13F-HR Timeline Siemens Fonds Invest GmbH More: the full row for Siemens Fonds Invest GmbH 12,625 $2.55M 0.14% -151 13F-HR Timeline Bellwether Advisors, LLC More: the full row for Bellwether Advisors, LLC 12,441 $2.51M 0.41% +12,439 13F-HR Timeline Gulf International Bank (UK) Ltd More: the full row for Gulf International Bank (UK) Ltd 12,269 $2.48M 0.08% -241 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 12,212 $2.46M 0.01% +90 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 12,143 $2.45M 0.01% +1,011 13F-HR Timeline LANDSCAPE CAPITAL MANAGEMENT, L.L.C. in group LANDSCAPE CAPITAL MANAGEMENT,… More: the full row for LANDSCAPE CAPITAL MANAGEMENT, L.L.C. 12,101 $2.44M 0.15% new 13F-HR Timeline Group Bayesian Capital Management, LP More: the full row for Bayesian Capital Management, LP 11,905 $2.4M 0.49% new 13F-HR Timeline NORTHWESTERN MUTUAL INVESTMENT MANAGEME… group of 2 filers holding More: the full row for NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC 11,789 $2.38M +141 Timeline Lindenwold Advisors, INC More: the full row for Lindenwold Advisors, INC 11,723 $2.36M 1.12% +75 13F-HR Timeline Fairvoy Private Wealth, LLC More: the full row for Fairvoy Private Wealth, LLC 11,630 $2.35M 0.53% +1,040 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 11,413 $2.3M 0.03% -5,452 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 11,232 $2.27M 0.01% +1,246 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 10,963 $2.21M 0.01% -2,911 13F-HR Timeline EQUITEC PROPRIETARY MARKETS, LLC More: the full row for EQUITEC PROPRIETARY MARKETS, LLC 10,900 $2.2M 13.11% new 13F-HR Timeline SECURIAN ASSET MANAGEMENT, INC More: the full row for SECURIAN ASSET MANAGEMENT, INC 10,835 $2.19M 0.06% -1,095 13F-HR Timeline Gotham Asset Management, LLC More: the full row for Gotham Asset Management, LLC 10,752 $2.17M 0.01% -7,553 13F-HR Timeline Metis Global Partners, LLC More: the full row for Metis Global Partners, LLC 10,726 $2.16M 0.05% -697 13F-HR Timeline CAISSE DES DEPOTS ET CONSIGNATIONS More: the full row for CAISSE DES DEPOTS ET CONSIGNATIONS 10,666 $2.15M 0.09% -17,621 13F-HR Timeline Summit Trail Advisors, LLC More: the full row for Summit Trail Advisors, LLC 10,616 $2.14M 0.03% +3,757 13F-HR Timeline Allspring Global Investments Holdings, … in group Allspring Global Investments … More: the full row for Allspring Global Investments Holdings, LLC 10,524 $2.12M <0.01% -373 13F-HR Timeline Group SHELL ASSET MANAGEMENT CO More: the full row for SHELL ASSET MANAGEMENT CO 10,447 $2.11M 0.21% -11,050 13F-HR Timeline NEW MEXICO EDUCATIONAL RETIREMENT BOARD More: the full row for NEW MEXICO EDUCATIONAL RETIREMENT BOARD 10,263 $2.07M 0.06% -900 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 10,174 $2.05M 0.02% -4,931 13F-HR Timeline Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 10,110 $2.04M 0.06% +4,991 13F-HR Timeline Group Vazirani Asset Management LLC More: the full row for Vazirani Asset Management LLC 10,000 $2.02M 7.21% new 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 9,930 $2M 0.01% -1,509 13F-HR Timeline ArrowMark Colorado Holdings LLC More: the full row for ArrowMark Colorado Holdings LLC 9,900 $2M 0.04% 0 13F-HR Timeline Empowered Funds, LLC More: the full row for Empowered Funds, LLC 9,898 $2M 0.02% -51,948 13F-HR Timeline Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 9,855 $1.99M +240 Timeline Procyon Advisors, LLC More: the full row for Procyon Advisors, LLC 9,755 $1.97M 0.12% +4,774 13F-HR Timeline USA FINANCIAL FORMULAS More: the full row for USA FINANCIAL FORMULAS 9,696 $1.96M 0.34% new 13F-HR Timeline CORNERCAP INVESTMENT COUNSEL INC More: the full row for CORNERCAP INVESTMENT COUNSEL INC 9,686 $1.95M 0.97% -160 13F-HR Timeline SECURITY NATIONAL BANK OF SIOUX CITY IO… More: the full row for SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/ 9,394 $1.89M 1.23% +5 13F-HR Timeline B. Metzler seel. Sohn & Co. AG in group B. Metzler seel. Sohn & Co. AG More: the full row for B. Metzler seel. Sohn & Co. AG 9,227 $1.86M 0.02% 0 13F-HR Timeline Group Pensionfund Sabic in group Pensionfund PDN More: the full row for Pensionfund Sabic 9,200 $1.86M 0.51% 0 13F-HR Timeline Group Impact Investors, Inc More: the full row for Impact Investors, Inc 9,159 $1.85M 1.22% -147 13F-HR Timeline TEALWOOD ASSET MANAGEMENT INC More: the full row for TEALWOOD ASSET MANAGEMENT INC 9,149 $1.84M 0.75% -82 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 9,112 $1.84M 0.02% +782 13F-HR/A Timeline Empirical Finance, LLC More: the full row for Empirical Finance, LLC 9,091 $1.83M 0.09% +71 13F-HR Timeline OPTIMAS CAPITAL Ltd More: the full row for OPTIMAS CAPITAL Ltd 9,000 $1.82M 1.15% new 13F-HR Timeline ALLSTATE CORP in group ALLSTATE CORP More: the full row for ALLSTATE CORP 8,963 $1.81M 0.04% new 13F-HR Timeline Group Cohen Klingenstein LLC More: the full row for Cohen Klingenstein LLC 8,918 $1.8M 0.06% 0 13F-HR Timeline Convergence Investment Partners, LLC More: the full row for Convergence Investment Partners, LLC 8,883 $1.79M 0.4% +4,263 13F-HR Timeline FULLER & THALER ASSET MANAGEMENT, INC. More: the full row for FULLER & THALER ASSET MANAGEMENT, INC. 8,779 $1.77M 0.01% 0 13F-HR Timeline SECURITY NATIONAL BANK OF SO DAK More: the full row for SECURITY NATIONAL BANK OF SO DAK 8,754 $1.77M 0.89% -20 13F-HR Timeline Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 8,580 $1.73M 0.02% +633 13F-HR Timeline Group GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 8,554 $1.73M 0.07% new 13F-HR Timeline Carlson Capital, L.P. More: the full row for Carlson Capital, L.P. 8,500 $1.71M 0.97% new 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 8,480 $1.71M 0.04% +692 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 8,400 $1.69M 0.04% +931 13F-HR Timeline WOLVERINE TRADING, LLC More: the full row for WOLVERINE TRADING, LLC 8,335 $1.68M 0.03% new 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 8,085 $1.63M 0.18% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. PRAXIS INVESTMENT MANAGEMENT INC More: the full row for PRAXIS INVESTMENT MANAGEMENT INC 7,995 $1.61M 0.1% 0 13F-HR Timeline TOKIO MARINE ASSET MANAGEMENT CO LTD in group TOKIO MARINE HOLDINGS, INC. More: the full row for TOKIO MARINE ASSET MANAGEMENT CO LTD 7,964 $1.61M 0.06% +150 13F-HR Timeline Group BAILARD, INC. More: the full row for BAILARD, INC. 7,821 $1.58M 0.03% +1,730 13F-HR Timeline STANCE CAPITAL LLC More: the full row for STANCE CAPITAL LLC 7,795 $1.57M 0.58% -878 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 7,747 $1.56M 0.01% -1,374 13F-HR Timeline Qtron Investments LLC More: the full row for Qtron Investments LLC 7,728 $1.56M 0.19% 0 13F-HR Timeline Plato Investment Management Ltd More: the full row for Plato Investment Management Ltd 7,730 $1.55M 0.1% -7 13F-HR Timeline AG2R LA MONDIALE GESTION D'ACTIFS More: the full row for AG2R LA MONDIALE GESTION D'ACTIFS 9,621 $1.54M 0.08% 0 13F-HR Timeline 44 WEALTH MANAGEMENT LLC More: the full row for 44 WEALTH MANAGEMENT LLC 7,555 $1.52M 0.52% +68 13F-HR Timeline Fulton Bank, N.A. More: the full row for Fulton Bank, N.A. 7,528 $1.52M 0.05% -257 13F-HR Timeline Triangle Securities Wealth Management More: the full row for Triangle Securities Wealth Management 7,461 $1.5M 0.34% -115 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Independent Advisor Alliance More: the full row for Independent Advisor Alliance 7,432 $1.5M 0.04% +969 13F-HR Timeline Prudent Man Advisors, LLC More: the full row for Prudent Man Advisors, LLC 7,415 $1.5M 0.55% -2,274 13F-HR Timeline Waterfront Wealth Inc. More: the full row for Waterfront Wealth Inc. 7,142 $1.43M 0.29% -25 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 7,099 $1.43M <0.01% +228 13F-HR Timeline Group L2 Asset Management, LLC More: the full row for L2 Asset Management, LLC 7,083 $1.43M 0.21% +347 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 6,987 $1.41M 0.01% +4,973 13F-HR Timeline WASHINGTON CAPITAL MANAGEMENT, INC More: the full row for WASHINGTON CAPITAL MANAGEMENT, INC 6,910 $1.39M 0.99% -225 13F-HR Timeline Wahed Invest LLC More: the full row for Wahed Invest LLC 6,897 $1.39M 0.19% -194 13F-HR Timeline COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 6,758 $1.36M 0.01% +819 13F-HR Timeline Group HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 6,738 $1.36M 0.01% +1,645 13F-HR Timeline JGP Wealth Management, LLC More: the full row for JGP Wealth Management, LLC 6,706 $1.35M 0.15% +21 13F-HR Timeline Morningstar Investment Management LLC in group Morningstar Investment Manage… More: the full row for Morningstar Investment Management LLC 6,640 $1.34M 0.05% +4,565 13F-HR Timeline Group China Universal Asset Management Co., L… More: the full row for China Universal Asset Management Co., Ltd. 6,605 $1.33M 0.11% +911 13F-HR Timeline Callan Family Office, LLC More: the full row for Callan Family Office, LLC 6,586 $1.33M 0.04% +76 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 6,572 $1.33M 0.07% +585 13F-HR Timeline Acropolis Investment Management, LLC More: the full row for Acropolis Investment Management, LLC 8,170 $1.3M 0.07% +233 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 6,305 $1.27M 0.02% -684 13F-HR Timeline ANCHOR CAPITAL ADVISORS LLC More: the full row for ANCHOR CAPITAL ADVISORS LLC 6,294 $1.27M 0.04% -591 13F-HR Timeline Howard Capital Management, LLC More: the full row for Howard Capital Management, LLC 6,125 $1.24M 0.02% -12 13F-HR Timeline Shepherd Financial Partners LLC More: the full row for Shepherd Financial Partners LLC 6,094 $1.23M 0.12% +470 13F-HR Timeline Midwest Professional Planners, LTD. More: the full row for Midwest Professional Planners, LTD. 6,087 $1.23M 0.3% -68 13F-HR Timeline Diametric Capital, LP More: the full row for Diametric Capital, LP 6,076 $1.23M 0.45% +2,257 13F-HR Timeline MUFG SECURITIES AMERICAS INC. More: the full row for MUFG SECURITIES AMERICAS INC. 6,072 $1.22M 0.08% +1,015 13F-HR Timeline Redwood Investment Management, LLC in group Redwood Investment Management… More: the full row for Redwood Investment Management, LLC 5,924 $1.2M 0.13% -2,652 13F-HR/A Timeline Group United Super Pty Ltd in its capacity as… More: the full row for United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund 5,900 $1.19M 0.04% +200 13F-HR Timeline Sageworth Trust Co More: the full row for Sageworth Trust Co 5,869 $1.18M 0.06% new 13F-HR Timeline GREENLEAF TRUST More: the full row for GREENLEAF TRUST 5,832 $1.18M 0.01% +3 13F-HR Timeline Caprock Group, LLC More: the full row for Caprock Group, LLC 6,588 $1.13M 0.03% 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 5,585 $1.13M 0.06% -12,297 13F-HR Timeline denkapparat Operations GmbH More: the full row for denkapparat Operations GmbH 5,566 $1.12M 0.72% -190 13F-HR Timeline ARGONAUTICA PRIVATE WEALTH MANAGEMENT, … More: the full row for ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC 5,425 $1.09M 0.32% -30 13F-HR Timeline CI INVESTMENTS INC. in group CI INVESTMENTS INC. More: the full row for CI INVESTMENTS INC. 5,403 $1.09M <0.01% 0 13F-HR Timeline Group SVB WEALTH LLC More: the full row for SVB WEALTH LLC 5,367 $1.08M 0.06% -3,203 13F-HR Timeline SANDERS MORRIS HARRIS LLC More: the full row for SANDERS MORRIS HARRIS LLC 5,350 $1.08M 0.14% new 13F-HR Timeline Quilter Plc in group Quilter Plc More: the full row for Quilter Plc 5,341 $1.08M 0.02% -3,446 13F-HR Timeline Group GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 5,304 $1.07M 0.04% +1,622 13F-HR Timeline Kesler, Norman & Wride, LLC More: the full row for Kesler, Norman & Wride, LLC 7,272 $1.06M 0.21% -2,605 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 5,206 $1.05M 0.03% +470 13F-HR Timeline THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 5,183 $1.04M 0.06% -245 13F-HR Timeline MOODY NATIONAL BANK TRUST DIVISION in group MOODY NATIONAL BANK TRUST DIV… More: the full row for MOODY NATIONAL BANK TRUST DIVISION 5,125 $1.03M 0.09% +71 13F-HR Timeline Group WOODSTOCK CORP More: the full row for WOODSTOCK CORP 5,106 $1.03M 0.09% 0 13F-HR Timeline GREAT LAKES ADVISORS, LLC More: the full row for GREAT LAKES ADVISORS, LLC 5,080 $1.02M 0.01% new 13F-HR Timeline HIGHBRIDGE CAPITAL MANAGEMENT LLC More: the full row for HIGHBRIDGE CAPITAL MANAGEMENT LLC 5,000 $1.01M 0.05% new 13F-HR Timeline SECURED RETIREMENT ADVISORS, LLC More: the full row for SECURED RETIREMENT ADVISORS, LLC 4,978 $1M 0.56% -2,417 13F-HR Timeline Olympiad Research LP More: the full row for Olympiad Research LP 4,964 $1M 1.39% new 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 4,960 $1M 0.02% -120 13F-HR Timeline ADAR1 Capital Management, LLC in group ADAR1 Capital Management, LLC More: the full row for ADAR1 Capital Management, LLC 4,936 $996K 0.1% new 13F-HR Timeline Group Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 4,901 $989K 0.02% +471 13F-HR Timeline HARBOR CAPITAL ADVISORS, INC. More: the full row for HARBOR CAPITAL ADVISORS, INC. 4,895 $987K 0.08% +125 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 4,783 $965K 0.01% +59 13F-HR Timeline Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 4,767 $959K 0.03% -819 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 4,746 $957K 0.01% +91 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 4,712 $950K 0.01% +907 13F-HR Timeline Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 4,689 $946K 0.02% +636 13F-HR Timeline Group Aurora Investment Counsel More: the full row for Aurora Investment Counsel 4,687 $945K 0.5% -400 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 4,641 $936K 0.01% +368 13F-HR/A Timeline Group WEATHERLY ASSET MANAGEMENT L. P. More: the full row for WEATHERLY ASSET MANAGEMENT L. P. 4,615 $931K 0.08% 0 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 4,579 $924K 0.02% +848 13F-HR Timeline Laird Norton Wetherby Wealth Management… More: the full row for Laird Norton Wetherby Wealth Management, LLC 4,572 $922K 0.04% +81 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 4,563 $920K 0.01% +91 13F-HR Timeline Group FSM Wealth Advisors, LLC More: the full row for FSM Wealth Advisors, LLC 4,551 $918K 0.13% +1,698 13F-HR Timeline VIRGINIA RETIREMENT SYSTEMS ET Al More: the full row for VIRGINIA RETIREMENT SYSTEMS ET Al 4,500 $908K 0.01% 0 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 4,472 $902K 0.03% +74 13F-HR Timeline Kenora Financial, LLC More: the full row for Kenora Financial, LLC 4,444 $896K 0.3% -143 13F-HR Timeline FLOSSBACH VON STORCH SE More: the full row for FLOSSBACH VON STORCH SE 4,425 $893K <0.01% new 13F-HR Timeline Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 4,399 $887K 0.03% -45 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 4,398 $887K 0.01% +33 13F-HR Timeline FOSTER & MOTLEY INC More: the full row for FOSTER & MOTLEY INC 4,352 $878K 0.05% -733 13F-HR Timeline MUFG Securities EMEA plc More: the full row for MUFG Securities EMEA plc 4,310 $869K 0.02% +3,636 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 4,297 $867K <0.01% new 13F-HR Timeline Group Cove Private Wealth, LLC More: the full row for Cove Private Wealth, LLC 4,290 $865K 0.27% 0 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 4,266 $860K 0.03% +3 13F-HR Timeline BANK OF STOCKTON More: the full row for BANK OF STOCKTON 4,262 $860K 0.25% 0 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 4,254 $858K 0.01% -9 13F-HR Timeline Group Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 4,248 $857K 0.01% +330 13F-HR Timeline Group PATTEN & PATTEN INC/TN More: the full row for PATTEN & PATTEN INC/TN 4,197 $847K 0.05% -1,500 13F-HR Timeline FEDERATED HERMES, INC. in group FEDERATED HERMES, INC. More: the full row for FEDERATED HERMES, INC. 4,181 $843K <0.01% -101,836 13F-HR Timeline Group Riverview Capital Advisers, LLC More: the full row for Riverview Capital Advisers, LLC 4,168 $841K 0.24% 0 13F-HR Timeline Carnegie Investment Counsel More: the full row for Carnegie Investment Counsel 4,160 $839K 0.02% 0 13F-HR Timeline EPG Wealth Management LLC More: the full row for EPG Wealth Management LLC 4,137 $834K 0.23% +302 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 4,299 $832K <0.01% +614 13F-HR Timeline Group Beta Wealth Group, Inc. More: the full row for Beta Wealth Group, Inc. 4,100 $827K 0.33% +1,400 13F-HR Timeline Westerkirk Capital Inc. More: the full row for Westerkirk Capital Inc. 4,100 $827K 0.09% 0 13F-HR Timeline Addison Capital Co More: the full row for Addison Capital Co 4,071 $821K 0.24% +473 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 4,070 $821K <0.01% +1,324 13F-HR Timeline Montecito Bank & Trust More: the full row for Montecito Bank & Trust 4,059 $819K 0.13% 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 4,047 $816K 0.08% -689 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 4,017 $810K 0.16% +135 13F-HR/A Timeline Canada Post Corp Registered Pension Plan More: the full row for Canada Post Corp Registered Pension Plan 4,000 $808K 0.04% +2,391 13F-HR Timeline WESTPORT ASSET MANAGEMENT INC More: the full row for WESTPORT ASSET MANAGEMENT INC 4,000 $807K 0.34% 0 13F-HR Timeline RMR Wealth Builders More: the full row for RMR Wealth Builders 3,954 $798K 0.07% +72 13F-HR Timeline OVERSEA-CHINESE BANKING Corp Ltd in group OVERSEA-CHINESE BANKING Corp … More: the full row for OVERSEA-CHINESE BANKING Corp Ltd 3,917 $790K 0.02% +2,122 13F-HR Timeline Group KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 3,911 $789K <0.01% -886 13F-HR Timeline Group Avantra Family Wealth, Inc. More: the full row for Avantra Family Wealth, Inc. 3,904 $787K 0.59% -85 13F-HR Timeline PALISADE CAPITAL MANAGEMENT, LP More: the full row for PALISADE CAPITAL MANAGEMENT, LP 3,900 $787K 0.02% 0 13F-HR Timeline Machina Capital S.A.S. More: the full row for Machina Capital S.A.S. 3,862 $779K 0.14% -21,755 13F-HR Timeline ICICI Prudential Asset Management Co Ltd More: the full row for ICICI Prudential Asset Management Co Ltd 3,842 $775K 0.08% +700 13F-HR Timeline STF Management LP More: the full row for STF Management LP 3,826 $772K 0.29% -118 13F-HR Timeline Bank Pictet & Cie (Europe) AG More: the full row for Bank Pictet & Cie (Europe) AG 3,799 $766K 0.02% -38 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 3,784 $763K 0.01% -540 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 3,672 $741K 0.08% +21 13F-HR Timeline Andina Capital Management, LLC More: the full row for Andina Capital Management, LLC 3,603 $727K 0.41% +43 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 3,598 $726K 0.01% -92 13F-HR Timeline Group Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 3,588 $724K 0.05% +741 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 3,586 $723K 0.01% +222 13F-HR Timeline RENAISSANCE GROUP LLC More: the full row for RENAISSANCE GROUP LLC 3,585 $723K 0.03% -152 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 3,561 $718K 0.03% +654 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 3,531 $712K <0.01% +464 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 3,517 $709K 0.02% +353 13F-HR Timeline BCK CAPITAL MANAGEMENT LP More: the full row for BCK CAPITAL MANAGEMENT LP 3,503 $707K 0.75% new 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 3,474 $701K 0.01% +361 13F-HR Timeline FERGUSON WELLMAN CAPITAL MANAGEMENT, INC More: the full row for FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 3,467 $699K 0.01% +72 13F-HR Timeline Y.D. More Investments Ltd in group Y.D. More Investments Ltd More: the full row for Y.D. More Investments Ltd 3,457 $697K 0.04% new 13F-HR Timeline Group ABN AMRO INVESTMENT SOLUTIONS group of 2 filers holding More: the full row for ABN AMRO INVESTMENT SOLUTIONS 3,442 $694K new Timeline NorthCrest Asset Manangement, LLC More: the full row for NorthCrest Asset Manangement, LLC 3,469 $694K 0.02% +273 13F-HR Timeline SEEDS INVESTOR LLC More: the full row for SEEDS INVESTOR LLC 3,392 $684K 0.14% +44 13F-HR Timeline Tema ETFs LLC More: the full row for Tema ETFs LLC 3,391 $684K 0.06% new 13F-HR Timeline Family Legacy, Inc. More: the full row for Family Legacy, Inc. 3,379 $682K 0.21% 0 13F-HR Timeline OPPENHEIMER ASSET MANAGEMENT INC. group of 2 filers holding More: the full row for OPPENHEIMER ASSET MANAGEMENT INC. 3,361 $678K +1,793 Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 3,314 $668K 0.01% +1 13F-HR Timeline Group INTRUST BANK NA More: the full row for INTRUST BANK NA 3,302 $666K 0.06% -3 13F-HR Timeline PEAPACK GLADSTONE FINANCIAL CORP More: the full row for PEAPACK GLADSTONE FINANCIAL CORP 3,240 $654K 0.01% +162 13F-HR Timeline CLIFFORD SWAN INVESTMENT COUNSEL LLC More: the full row for CLIFFORD SWAN INVESTMENT COUNSEL LLC 3,231 $652K 0.02% 0 13F-HR Timeline HANCOCK WHITNEY CORP More: the full row for HANCOCK WHITNEY CORP 3,226 $651K 0.01% -8,115 13F-HR Timeline FIRST CITIZENS BANK & TRUST CO More: the full row for FIRST CITIZENS BANK & TRUST CO 3,213 $648K 0.01% -111 13F-HR Timeline WOLVERINE ASSET MANAGEMENT LLC in group WOLVERINE ASSET MANAGEMENT LLC More: the full row for WOLVERINE ASSET MANAGEMENT LLC 3,200 $645K 0.01% new 13F-HR Timeline Group Gerber Kawasaki Wealth & Investment Man… More: the full row for Gerber Kawasaki Wealth & Investment Management 3,100 $625K 0.02% +31 13F-HR Timeline