StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 153,031 $8.37M 0.36% +28,603 13F-HR Timeline Group Parcion Private Wealth LLC More: the full row for Parcion Private Wealth LLC 151,371 $8.28M 0.5% -6,955 13F-HR Timeline ELEVATUS WELATH MANAGEMENT More: the full row for ELEVATUS WELATH MANAGEMENT 150,943 $8.26M 2.26% +18,222 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 143,504 $8.22M 0.17% -50 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 148,675 $8.13M 0.14% +36,310 13F-HR Timeline Allie Family Office LLC More: the full row for Allie Family Office LLC 148,646 $8.13M 3.8% -513 13F-HR Timeline Pinnacle Financial Partners, Inc. in group Pinnacle Financial Partners, … More: the full row for Pinnacle Financial Partners, Inc. 148,557 $8.13M 0.06% 13F-HR/A Timeline Group Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 148,373 $8.12M 0.15% +64,618 13F-HR Timeline OpenArc Corporate Advisory, LLC More: the full row for OpenArc Corporate Advisory, LLC 147,997 $8.1M 0.13% 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 141,906 $8.07M 0.71% -2,166 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 146,094 $7.99M <0.01% +29,827 13F-HR Timeline Group PARR MCKNIGHT WEALTH MANAGEMENT GROUP, … More: the full row for PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC 145,031 $7.93M 1.04% -3,467 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 143,326 $7.84M 0.09% +71,369 13F-HR Timeline Group First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 143,265 $7.84M 0.59% +780 13F-HR Timeline HORIZON BANCORP INC /IN/ More: the full row for HORIZON BANCORP INC /IN/ 142,412 $7.79M 3.79% -5,253 13F-HR Timeline Three Bridge Wealth Advisors, LLC More: the full row for Three Bridge Wealth Advisors, LLC 141,770 $7.76M 2.05% +3,201 13F-HR Timeline TRUSTMARK BANK TRUST DEPARTMENT More: the full row for TRUSTMARK BANK TRUST DEPARTMENT 141,711 $7.75M 0.49% -112 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 139,342 $7.62M 0.03% +37,658 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 138,281 $7.57M 0.04% 13F-HR Timeline Pinnacle Financial Group, LLC / IL More: the full row for Pinnacle Financial Group, LLC / IL 137,744 $7.54M 2.19% +1,956 13F-HR Timeline Summit Financial Consulting LLC More: the full row for Summit Financial Consulting LLC 137,204 $7.51M 5.45% +11,666 13F-HR Timeline DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 134,767 $7.37M 0.61% -5,866 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 134,752 $7.37M 0.01% +21,547 13F-HR Timeline Group FRIENDS OF THE CORNELL LAB OF ORNITHOLO… More: the full row for FRIENDS OF THE CORNELL LAB OF ORNITHOLOGY, INC. 133,373 $7.3M 7% 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 132,651 $7.26M 0.16% +60,441 13F-HR Timeline Linscomb Wealth, Inc. More: the full row for Linscomb Wealth, Inc. 132,314 $7.24M 0.3% -1,171 13F-HR Timeline Rathbones Group PLC More: the full row for Rathbones Group PLC 131,101 $7.17M 0.03% +7,713 13F-HR/A Timeline FIRST NATIONAL BANK OF OMAHA in group FIRST NATIONAL BANK OF OMAHA More: the full row for FIRST NATIONAL BANK OF OMAHA 129,601 $7.11M 0.21% +121,480 13F-HR Timeline Group Trium Capital LLP More: the full row for Trium Capital LLP 129,841 $7.1M 5.52% -60,860 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. PFW Advisors LLC More: the full row for PFW Advisors LLC 129,078 $7.06M 2.13% -8,960 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 128,804 $7.05M 0.05% +67,946 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 128,770 $7.05M 0.13% +9,843 13F-HR Timeline Banco Santander, S.A. in group Banco Santander, S.A. More: the full row for Banco Santander, S.A. 127,964 $7M 0.05% -983,514 13F-HR Timeline Group COREPATH WEALTH PARTNERS LLC More: the full row for COREPATH WEALTH PARTNERS LLC 120,084 $6.96M 4.67% +3,596 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 126,211 $6.9M 0.32% +2,533 13F-HR Timeline STALEY CAPITAL ADVISERS INC More: the full row for STALEY CAPITAL ADVISERS INC 125,550 $6.87M 0.28% 0 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 125,416 $6.86M 0.41% +2,967 13F-HR Timeline Navi International - Administradora e G… More: the full row for Navi International - Administradora e Gestora de Recursos Financeiros Ltda. 125,285 $6.85M 4.34% 13F-HR Timeline Willis Johnson & Associates, Inc. More: the full row for Willis Johnson & Associates, Inc. 124,950 $6.84M 0.42% -880 13F-HR Timeline Curi Capital, LLC More: the full row for Curi Capital, LLC 123,977 $6.78M 0.12% -254 13F-HR Timeline Analyst IMS Investment Management Servi… in group Analyst IMS Investment Manage… More: the full row for Analyst IMS Investment Management Services Ltd. 123,829 $6.78M 0.2% 0 13F-HR Timeline Group Callan Family Office, LLC More: the full row for Callan Family Office, LLC 122,356 $6.69M 0.14% +14,446 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 122,042 $6.68M 0.09% -644 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 121,558 $6.65M 0.25% 0 13F-HR Timeline FIRST AMERICAN TRUST, FSB More: the full row for FIRST AMERICAN TRUST, FSB 121,102 $6.63M 0.46% -7,161 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 120,971 $6.62M 0.04% +16,505 13F-HR Timeline Camarda Financial Advisors, LLC More: the full row for Camarda Financial Advisors, LLC 120,594 $6.6M 2.51% -23,889 13F-HR Timeline Sand Hill Global Advisors, LLC More: the full row for Sand Hill Global Advisors, LLC 120,533 $6.59M 0.23% -6,470 13F-HR Timeline C2P Capital Advisory Group, LLC d.b.a. … More: the full row for C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 120,495 $6.59M 0.39% +89,184 13F-HR Timeline FIRST FINANCIAL BANK - TRUST DIVISION More: the full row for FIRST FINANCIAL BANK - TRUST DIVISION 120,363 $6.59M 0.54% -712 13F-HR Timeline Trinity Wealth Management, LLC More: the full row for Trinity Wealth Management, LLC 120,074 $6.57M 2.42% new 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 114,318 $6.55M 0.07% +9,639 13F-HR Timeline RTD Financial Advisors, Inc. More: the full row for RTD Financial Advisors, Inc. 119,483 $6.54M 0.8% -3,530 13F-HR Timeline BNP PARIBAS in group BNP PARIBAS More: the full row for BNP PARIBAS 118,816 $6.5M 0.19% +3,961 13F-HR Timeline Group Glenview Trust Co More: the full row for Glenview Trust Co 118,526 $6.48M 0.1% -8,066 13F-HR Timeline LITTLE HOUSE CAPITAL LLC More: the full row for LITTLE HOUSE CAPITAL LLC 118,482 $6.48M 1.63% -7,012 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 118,280 $6.47M 0.03% +28,810 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 115,628 $6.33M 0.14% -1,549 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 115,549 $6.32M 0.18% +62,347 13F-HR Timeline PRICE T ROWE ASSOCIATES INC /MD/ More: the full row for PRICE T ROWE ASSOCIATES INC /MD/ 113,970 $6.24M <0.01% 0 13F-HR Timeline HANCOCK WHITNEY CORP More: the full row for HANCOCK WHITNEY CORP 113,898 $6.23M 0.11% +5,606 13F-HR Timeline Lake Hills Wealth Management, LLC More: the full row for Lake Hills Wealth Management, LLC 113,550 $6.21M 3.24% new 13F-HR Timeline CI INVESTMENTS INC. in group CI INVESTMENTS INC. More: the full row for CI INVESTMENTS INC. 112,975 $6.18M 0.03% new 13F-HR Timeline Group BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 112,030 $6.13M 0.23% -5,178 13F-HR Timeline Urban Financial Advisory Corp More: the full row for Urban Financial Advisory Corp 111,704 $6.11M 2.4% +4,722 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 111,561 $6.1M 0.09% +796 13F-HR Timeline Group NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 111,295 $6.09M 0.02% +13,652 13F-HR Timeline Washington Trust Bank More: the full row for Washington Trust Bank 109,530 $5.99M 0.42% +10,685 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 109,143 $5.97M 0.01% -34,582 13F-HR Timeline Beirne Wealth Consulting Services, LLC More: the full row for Beirne Wealth Consulting Services, LLC 108,993 $5.96M 1.73% +360 13F-HR Timeline Harvest Investment Advisors, LLC More: the full row for Harvest Investment Advisors, LLC 108,969 $5.96M 3.38% -301 13F-HR Timeline LSP Investment Advisors, LLC in group LSP Investment Advisors, LLC More: the full row for LSP Investment Advisors, LLC 108,830 $5.95M 3.17% 0 13F-HR Timeline Group FFT WEALTH MANAGEMENT LLC More: the full row for FFT WEALTH MANAGEMENT LLC 107,992 $5.91M 1.13% -67,046 13F-HR Timeline SIMPLEX TRADING, LLC More: the full row for SIMPLEX TRADING, LLC 107,806 $5.9M 0.17% -58,529 13F-HR Timeline Arbor Investment Advisors, LLC More: the full row for Arbor Investment Advisors, LLC 107,352 $5.87M 0.77% -6,943 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 106,555 $5.83M 0.1% +34,437 13F-HR Timeline LWM ADVISORS INC More: the full row for LWM ADVISORS INC 106,320 $5.82M 5.12% -1,196 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 106,318 $5.82M 0.65% +7,613 13F-HR Timeline Ryan Investment Management, Inc. More: the full row for Ryan Investment Management, Inc. 105,306 $5.76M 3.19% -52,813 13F-HR Timeline BRIDGES INVESTMENT MANAGEMENT INC More: the full row for BRIDGES INVESTMENT MANAGEMENT INC 104,719 $5.73M 0.07% -11,861 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 102,937 $5.63M 0.2% -21,028 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 102,218 $5.59M 0.11% +2,747 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 100,208 $5.48M 0.07% +36,225 13F-HR Timeline International City Management Associati… More: the full row for International City Management Association Retirement Corp 99,782 $5.46M 2.77% 0 13F-HR Timeline Confluence Wealth Services, Inc. More: the full row for Confluence Wealth Services, Inc. 99,653 $5.45M 0.23% -11,503 13F-HR Timeline CITY HOLDING CO More: the full row for CITY HOLDING CO 98,982 $5.41M 0.67% +3,337 13F-HR Timeline Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 98,866 $5.41M 0.09% -11,864 13F-HR Timeline FIDUCIENT ADVISORS LLC More: the full row for FIDUCIENT ADVISORS LLC 98,519 $5.39M 0.67% +1,132 13F-HR Timeline LBMC INVESTMENT ADVISORS, LLC More: the full row for LBMC INVESTMENT ADVISORS, LLC 98,248 $5.38M 0.33% -1,014 13F-HR Timeline Highview Capital Management LLC/DE/ More: the full row for Highview Capital Management LLC/DE/ 98,155 $5.37M 1.89% +3,079 13F-HR Timeline All Terrain Financial Advisors, LLC More: the full row for All Terrain Financial Advisors, LLC 98,049 $5.36M 1.65% +27,909 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 97,985 $5.36M 0.03% +1,772 13F-HR Timeline Group WESTPORT ASSET MANAGEMENT INC More: the full row for WESTPORT ASSET MANAGEMENT INC 100,000 $5.34M 2.23% 0 13F-HR Timeline Rafferty Asset Management, LLC More: the full row for Rafferty Asset Management, LLC 97,545 $5.34M 0.02% -53,693 13F-HR Timeline Baron Financial Group, LLC More: the full row for Baron Financial Group, LLC 97,321 $5.32M 2.85% -2,010 13F-HR Timeline Oldfather Financial Services, LLC More: the full row for Oldfather Financial Services, LLC 97,037 $5.31M 1.58% -1,708 13F-HR Timeline HRT FINANCIAL LP More: the full row for HRT FINANCIAL LP 96,479 $5.28M 0.02% new 13F-HR Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 96,108 $5.26M 0.06% -7,217 13F-HR Timeline Summit Trail Advisors, LLC More: the full row for Summit Trail Advisors, LLC 95,404 $5.22M 0.09% -32,183 13F-HR Timeline Widmann Financial Services, Inc. More: the full row for Widmann Financial Services, Inc. 94,349 $5.16M 3.16% +1,529 13F-HR Timeline Midwest Professional Planners, LTD. More: the full row for Midwest Professional Planners, LTD. 94,156 $5.15M 1.22% -1,618 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 93,893 $5.14M 0.06% -1,153 13F-HR Timeline Group Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 93,227 $5.1M 0.12% +86,667 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 92,364 $5.08M 0.17% +9 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 91,589 $5.01M 0.12% +21,352 13F-HR Timeline AMG National Trust Bank More: the full row for AMG National Trust Bank 90,937 $4.98M 0.12% -681 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 90,790 $4.97M 0.18% +21,131 13F-HR Timeline Glaxis Capital Management, LLC More: the full row for Glaxis Capital Management, LLC 90,000 $4.92M 8.43% +53,580 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 88,710 $4.85M 0.24% +259 13F-HR Timeline Landing Point Financial Group, LLC More: the full row for Landing Point Financial Group, LLC 88,654 $4.85M 2.42% +5,643 13F-HR Timeline Prism Advisors, Inc. More: the full row for Prism Advisors, Inc. 88,104 $4.82M 1.28% 0 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 86,979 $4.76M 0.23% +22,996 13F-HR Timeline HOGE FINANCIAL SERVICES, LLC More: the full row for HOGE FINANCIAL SERVICES, LLC 86,580 $4.74M 2.55% +3,357 13F-HR Timeline First National Trust Co More: the full row for First National Trust Co 86,385 $4.73M 0.16% -4,981 13F-HR Timeline SUMMIT WEALTH & RETIREMENT PLANNING, IN… More: the full row for SUMMIT WEALTH & RETIREMENT PLANNING, INC. 85,462 $4.68M 1.1% -10,020 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 85,446 $4.67M 0.31% -591 13F-HR Timeline Group SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 85,172 $4.66M 0.01% -348,856 13F-HR Timeline Group Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 85,129 $4.66M 0.05% -2,024 13F-HR Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 84,729 $4.64M 0.01% +3,529 13F-HR Timeline Group 1ST SOURCE BANK More: the full row for 1ST SOURCE BANK 83,720 $4.58M 0.24% -2,599 13F-HR Timeline Harding Loevner LP More: the full row for Harding Loevner LP 83,350 $4.56M 0.04% new 13F-HR Timeline EARNEST PARTNERS LLC More: the full row for EARNEST PARTNERS LLC 82,050 $4.49M 0.02% +4,466 13F-HR Timeline Financial Synergies Wealth Advisors, In… More: the full row for Financial Synergies Wealth Advisors, Inc. 81,568 $4.46M 0.43% +691 13F-HR Timeline AVALON CAPITAL MANAGEMENT More: the full row for AVALON CAPITAL MANAGEMENT 81,554 $4.46M 1.07% new 13F-HR Timeline PARTNERS CAPITAL INVESTMENT GROUP, LLP More: the full row for PARTNERS CAPITAL INVESTMENT GROUP, LLP 81,461 $4.46M 0.17% +1,155 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 80,249 $4.39M 0.16% +3,058 13F-HR Timeline Omnitrust Wealth Management, Inc More: the full row for Omnitrust Wealth Management, Inc 80,249 $4.39M 5.58% 13F-HR Timeline WEALTHEDGE INVESTMENT ADVISORS, LLC More: the full row for WEALTHEDGE INVESTMENT ADVISORS, LLC 79,320 $4.34M 1.61% +828 13F-HR Timeline Simmons Bank in group Simmons Bank More: the full row for Simmons Bank 79,311 $4.34M 0.29% -1,853 13F-HR Timeline Group TWIN FOCUS CAPITAL PARTNERS, LLC More: the full row for TWIN FOCUS CAPITAL PARTNERS, LLC 79,069 $4.33M 0.5% 0 13F-HR Timeline Independence Wealth Advisors, LLC More: the full row for Independence Wealth Advisors, LLC 78,274 $4.28M 2.41% 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 78,125 $4.27M 0.2% -5,582 13F-HR Timeline Calamos Wealth Management LLC in group Calamos Advisors LLC More: the full row for Calamos Wealth Management LLC 78,033 $4.27M 0.15% -24,860 13F-HR Timeline Group Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 76,819 $4.2M 0.02% +6,061 13F-HR Timeline Fiera Capital Corp in group Fiera Capital Corp More: the full row for Fiera Capital Corp 76,325 $4.18M 0.01% -1,611 13F-HR Timeline Group Composition Wealth, LLC More: the full row for Composition Wealth, LLC 76,113 $4.16M 0.06% -5,571 13F-HR Timeline Capital Advantage, Inc. More: the full row for Capital Advantage, Inc. 75,711 $4.14M 0.56% -1,036 13F-HR Timeline Financial Advisors Network, Inc. More: the full row for Financial Advisors Network, Inc. 75,128 $4.11M 0.56% -642 13F-HR Timeline Alexis Investment Partners, LLC More: the full row for Alexis Investment Partners, LLC 74,824 $4.11M 1.53% new 13F-HR Timeline Dynasty Wealth Management, LLC More: the full row for Dynasty Wealth Management, LLC 74,291 $4.06M 0.04% new 13F-HR Timeline Asset Management Group, Inc. More: the full row for Asset Management Group, Inc. 74,165 $4.06M 0.66% +928 13F-HR Timeline Quantum Portfolio Management LLC More: the full row for Quantum Portfolio Management LLC 74,039 $4.05M 1.79% new 13F-HR Timeline Bank Julius Baer & Co. Ltd, Zurich More: the full row for Bank Julius Baer & Co. Ltd, Zurich 73,432 $4.02M 0.01% -430 13F-HR Timeline BRADLEY FOSTER & SARGENT INC/CT More: the full row for BRADLEY FOSTER & SARGENT INC/CT 73,222 $4.01M 0.06% +20,877 13F-HR Timeline FSA WEALTH PARTNERS, INC. More: the full row for FSA WEALTH PARTNERS, INC. 73,076 $4M 1.44% +43,262 13F-HR Timeline BOYD WATTERSON ASSET MANAGEMENT LLC/OH More: the full row for BOYD WATTERSON ASSET MANAGEMENT LLC/OH 72,639 $3.97M 1.15% 0 13F-HR Timeline SUMITOMO MITSUI FINANCIAL GROUP, INC. in group SUMITOMO MITSUI FINANCIAL GRO… More: the full row for SUMITOMO MITSUI FINANCIAL GROUP, INC. 72,359 $3.96M 0.07% +25,813 13F-HR Timeline Group Blueprint Investment Partners LLC group of 2 filers holding More: the full row for Blueprint Investment Partners LLC 71,425 $3.91M -2,266 Timeline Stelac Advisory Services LLC More: the full row for Stelac Advisory Services LLC 71,059 $3.89M 1.37% -14,109 13F-HR Timeline Legacy Wealth Partners, LLC More: the full row for Legacy Wealth Partners, LLC 70,984 $3.88M 1.01% 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 69,706 $3.81M 0.02% +1,641 13F-HR Timeline NEPC LLC More: the full row for NEPC LLC 69,338 $3.79M 0.08% +483 13F-HR Timeline Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 68,788 $3.76M 1.37% +597 13F-HR Timeline Audent Global Asset Management, LLC More: the full row for Audent Global Asset Management, LLC 67,966 $3.72M 2.35% +6,413 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 128,319 $3.7M 0.09% -23,465 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 67,084 $3.67M 0.13% +82 13F-HR Timeline Avantax Planning Partners, Inc. More: the full row for Avantax Planning Partners, Inc. 66,818 $3.66M 0.1% -5,801 13F-HR Timeline CONNING INC. in group CONNING INC. More: the full row for CONNING INC. 66,780 $3.65M 0.12% -3,351 13F-HR Timeline Group Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 61,811 $3.65M 0.09% +2,340 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 66,692 $3.65M 0.08% new 13F-HR Timeline Group TOBIAS FINANCIAL ADVISORS, INC. More: the full row for TOBIAS FINANCIAL ADVISORS, INC. 66,684 $3.65M 0.52% -1,200 13F-HR Timeline M1 Capital Management LLC More: the full row for M1 Capital Management LLC 66,256 $3.62M 1.51% -2,964 13F-HR Timeline Solstein Capital, LLC More: the full row for Solstein Capital, LLC 66,123 $3.62M 1.45% +22,330 13F-HR Timeline LARCH CAPITAL PARTNERS LLC More: the full row for LARCH CAPITAL PARTNERS LLC 65,815 $3.6M 0.49% 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 65,283 $3.57M 0.34% +55,201 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 65,057 $3.56M 0.03% -56,294 13F-HR Timeline SCOTIA CAPITAL INC. More: the full row for SCOTIA CAPITAL INC. 64,960 $3.55M 0.01% -1,676 13F-HR Timeline Apex Wealth Management, LLC More: the full row for Apex Wealth Management, LLC 60,808 $3.52M 3.57% +2,019 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 63,743 $3.49M 0.12% +693 13F-HR Timeline Group Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 63,467 $3.47M 0.15% -1,711 13F-HR Timeline Allen Mooney & Barnes Investment Adviso… More: the full row for Allen Mooney & Barnes Investment Advisors LLC 63,437 $3.47M 0.52% +4,849 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 62,985 $3.45M 0.43% -685 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 62,955 $3.44M 0.02% +4,228 13F-HR Timeline Group Gryphon Financial Partners LLC More: the full row for Gryphon Financial Partners LLC 62,018 $3.39M 0.36% +354 13F-HR Timeline Blue Fin Capital, Inc. More: the full row for Blue Fin Capital, Inc. 61,931 $3.39M 0.53% -2,611 13F-HR Timeline Foundation Wealth Management, LLC More: the full row for Foundation Wealth Management, LLC 61,649 $3.37M 2.22% -1,777 13F-HR Timeline AlTi Global, Inc. in group AlTi Global, Inc. More: the full row for AlTi Global, Inc. 61,566 $3.37M 0.07% -3,719 13F-HR Timeline Group Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 61,472 $3.36M 0.07% +23,023 13F-HR Timeline Group Balefire, LLC More: the full row for Balefire, LLC 60,947 $3.33M 0.65% +286 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 60,412 $3.31M 0.05% +7,141 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 59,785 $3.27M 0.14% -126 13F-HR Timeline OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 59,227 $3.24M 0.05% -155 13F-HR Timeline Financial & Tax Architects, LLC More: the full row for Financial & Tax Architects, LLC 59,220 $3.24M 0.73% new 13F-HR Timeline Factor Wealth Management LTD More: the full row for Factor Wealth Management LTD 58,286 $3.19M 0.69% +1,596 13F-HR Timeline Abacus Planning Group, Inc. 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