CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 163,427 $9.28M 0.32% +60,490 13F-HR Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 162,682 $9.24M 0.11% -6,090 13F-HR Timeline Group Pinnacle Financial Group, LLC / IL More: the full row for Pinnacle Financial Group, LLC / IL 162,150 $9.21M 2.52% +24,406 13F-HR Timeline Portland Global Advisors LLC More: the full row for Portland Global Advisors LLC 160,027 $9.09M 0.97% -3,158 13F-HR Timeline Sumitomo Mitsui Trust Group, Inc. in group Sumitomo Mitsui Trust Group, … More: the full row for Sumitomo Mitsui Trust Group, Inc. 158,258 $8.99M 0.01% -26,459 13F-HR Timeline Group StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 157,967 $8.97M 0.48% +4,936 13F-HR Timeline Group Mill Creek Capital Advisors, LLC More: the full row for Mill Creek Capital Advisors, LLC 156,474 $8.89M 0.18% +2,320 13F-HR Timeline OpenArc Corporate Advisory, LLC More: the full row for OpenArc Corporate Advisory, LLC 154,992 $8.8M 0.13% +6,995 13F-HR Timeline PKO Investment Management Joint-Stock Co More: the full row for PKO Investment Management Joint-Stock Co 153,848 $8.74M 0.74% -3,334 13F-HR Timeline Rathbones Group PLC More: the full row for Rathbones Group PLC 153,122 $8.7M 0.03% +22,021 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 156,337 $8.58M 0.26% +26,736 13F-HR Timeline Group Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 150,850 $8.57M 0.05% +29,879 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 150,613 $8.55M <0.01% +4,519 13F-HR Timeline Group Three Bridge Wealth Advisors, LLC More: the full row for Three Bridge Wealth Advisors, LLC 149,459 $8.49M 2.33% +7,689 13F-HR Timeline Parcion Private Wealth LLC More: the full row for Parcion Private Wealth LLC 149,130 $8.47M 0.52% -2,241 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 148,114 $8.46M 0.17% +4,610 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 148,733 $8.45M 0.03% +9,391 13F-HR Timeline Avestar Capital, LLC More: the full row for Avestar Capital, LLC 148,678 $8.44M 0.58% new 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 148,044 $8.41M 0.49% +22,628 13F-HR Timeline Allie Family Office LLC More: the full row for Allie Family Office LLC 144,457 $8.2M 3.58% -4,189 13F-HR/A Timeline Beirne Wealth Consulting Services, LLC More: the full row for Beirne Wealth Consulting Services, LLC 143,520 $8.15M 2.31% +34,527 13F-HR Timeline LITTLE HOUSE CAPITAL LLC More: the full row for LITTLE HOUSE CAPITAL LLC 143,425 $8.15M 2.1% +24,943 13F-HR Timeline BRADLEY FOSTER & SARGENT INC/CT More: the full row for BRADLEY FOSTER & SARGENT INC/CT 142,789 $8.11M 0.13% +69,567 13F-HR/A Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 142,104 $8.07M 0.04% +3,823 13F-HR Timeline ALLIANCEBERNSTEIN L.P. More: the full row for ALLIANCEBERNSTEIN L.P. 144,856 $7.93M <0.01% -12,870 13F-HR Timeline FRIENDS OF THE CORNELL LAB OF ORNITHOLO… More: the full row for FRIENDS OF THE CORNELL LAB OF ORNITHOLOGY, INC. 138,872 $7.89M 7.45% +5,499 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 136,708 $7.76M 0.01% +1,956 13F-HR Timeline Group Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 136,718 $7.71M 0.69% -5,188 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 135,314 $7.68M 0.04% +58,495 13F-HR Timeline DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 134,767 $7.65M 0.64% 0 13F-HR Timeline Summit Financial Consulting LLC More: the full row for Summit Financial Consulting LLC 134,070 $7.61M 5.45% -3,134 13F-HR Timeline TRUSTMARK BANK TRUST DEPARTMENT More: the full row for TRUSTMARK BANK TRUST DEPARTMENT 133,976 $7.61M 0.49% -7,735 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 133,493 $7.58M 0.02% +24,350 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 133,872 $7.58M 0.04% +15,592 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 133,071 $7.56M 0.03% +21,776 13F-HR/A Timeline Centiva Capital, LP More: the full row for Centiva Capital, LP 131,608 $7.47M 0.35% new 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 131,434 $7.46M 0.12% +24,879 13F-HR Timeline HORIZON BANCORP INC /IN/ More: the full row for HORIZON BANCORP INC /IN/ 130,397 $7.41M 3.56% -12,015 13F-HR Timeline PARR MCKNIGHT WEALTH MANAGEMENT GROUP, … More: the full row for PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC 129,932 $7.38M 0.97% -15,099 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 129,514 $7.36M 0.13% +744 13F-HR/A Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 129,191 $7.34M 0.08% +99,153 13F-HR Timeline HANCOCK WHITNEY CORP More: the full row for HANCOCK WHITNEY CORP 113,674 $7.27M 0.13% -224 13F-HR Timeline MACKENZIE FINANCIAL CORP More: the full row for MACKENZIE FINANCIAL CORP 127,308 $7.23M 0.01% -62,186 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 125,037 $7.14M 0.08% +10,719 13F-HR Timeline COREPATH WEALTH PARTNERS LLC More: the full row for COREPATH WEALTH PARTNERS LLC 118,112 $7.14M 4.81% -1,972 13F-HR Timeline Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 125,564 $7.13M 0.14% +26,698 13F-HR Timeline STALEY CAPITAL ADVISERS INC More: the full row for STALEY CAPITAL ADVISERS INC 125,550 $7.13M 0.3% 0 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 $7.03M 0.21% 0 13F-HR Timeline Group Curi Capital, LLC More: the full row for Curi Capital, LLC 123,742 $7.03M 0.13% -235 13F-HR Timeline Dorsey Wright & Associates More: the full row for Dorsey Wright & Associates 123,461 $7.01M 0.87% new 13F-HR Timeline Urban Financial Advisory Corp More: the full row for Urban Financial Advisory Corp 123,087 $6.99M 2.47% +11,383 13F-HR Timeline Trinity Wealth Management, LLC More: the full row for Trinity Wealth Management, LLC 122,729 $6.97M 2.56% +2,655 13F-HR Timeline Callan Family Office, LLC More: the full row for Callan Family Office, LLC 122,545 $6.96M 0.16% +189 13F-HR Timeline PFW Advisors LLC More: the full row for PFW Advisors LLC 122,506 $6.96M 2.19% -6,572 13F-HR Timeline MONEYWISE, INC. More: the full row for MONEYWISE, INC. 122,065 $6.93M 3.03% +79,827 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 122,042 $6.93M 0.1% 0 13F-HR Timeline RENAISSANCE TECHNOLOGIES LLC More: the full row for RENAISSANCE TECHNOLOGIES LLC 122,000 $6.93M 0.01% +117,800 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 121,533 $6.9M 0.31% -4,678 13F-HR Timeline BRITISH COLUMBIA INVESTMENT MANAGEMENT … More: the full row for BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 120,000 $6.81M 0.04% +84,995 13F-HR Timeline Willis Johnson & Associates, Inc. More: the full row for Willis Johnson & Associates, Inc. 119,712 $6.8M 0.4% -5,238 13F-HR Timeline Glenview Trust Co More: the full row for Glenview Trust Co 119,007 $6.76M 0.11% +481 13F-HR Timeline Sand Hill Global Advisors, LLC More: the full row for Sand Hill Global Advisors, LLC 118,701 $6.74M 0.23% -1,832 13F-HR Timeline RTD Financial Advisors, Inc. More: the full row for RTD Financial Advisors, Inc. 117,725 $6.69M 0.82% -1,758 13F-HR Timeline Washington Trust Bank More: the full row for Washington Trust Bank 117,360 $6.66M 0.49% +7,830 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. FIRST FINANCIAL BANK - TRUST DIVISION More: the full row for FIRST FINANCIAL BANK - TRUST DIVISION 117,284 $6.66M 0.54% -3,079 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 115,658 $6.57M 0.16% +30 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 115,621 $6.57M 0.18% +72 13F-HR Timeline SUMITOMO MITSUI FINANCIAL GROUP, INC. in group SUMITOMO MITSUI FINANCIAL GRO… More: the full row for SUMITOMO MITSUI FINANCIAL GROUP, INC. 115,405 $6.55M 0.13% +43,046 13F-HR Timeline Group ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 114,722 $6.52M 0.15% +27,743 13F-HR Timeline Deeter Investments LLP More: the full row for Deeter Investments LLP 114,000 $6.47M 1.14% -890,000 13F-HR Timeline PRICE T ROWE ASSOCIATES INC /MD/ More: the full row for PRICE T ROWE ASSOCIATES INC /MD/ 113,970 $6.47M <0.01% 0 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 113,542 $6.45M 0.04% +55,891 13F-HR Timeline Outlook Wealth Advisors, LLC More: the full row for Outlook Wealth Advisors, LLC 113,067 $6.42M 1.55% new 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 112,805 $6.41M 0.07% +12,597 13F-HR Timeline Linscomb Wealth, Inc. More: the full row for Linscomb Wealth, Inc. 112,777 $6.4M 0.29% -19,537 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 111,792 $6.35M 0.1% +231 13F-HR Timeline Group Grove Bank & Trust More: the full row for Grove Bank & Trust 111,416 $6.33M 0.72% +5,098 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 111,189 $6.31M 0.29% +56,997 13F-HR Timeline Blueprint Investment Partners LLC group of 2 filers holding More: the full row for Blueprint Investment Partners LLC 110,682 $6.29M +39,257 Timeline Harvest Investment Advisors, LLC More: the full row for Harvest Investment Advisors, LLC 109,539 $6.22M 3.46% +570 13F-HR Timeline LSP Investment Advisors, LLC in group LSP Investment Advisors, LLC More: the full row for LSP Investment Advisors, LLC 108,830 $6.18M 4.49% 0 13F-HR Timeline Group Point72 Asset Management, L.P. in group Point72 Asset Management, L.P. More: the full row for Point72 Asset Management, L.P. 108,039 $6.14M 0.01% -312,700 13F-HR Timeline Group BRIDGES INVESTMENT MANAGEMENT INC More: the full row for BRIDGES INVESTMENT MANAGEMENT INC 107,714 $6.12M 0.08% +2,995 13F-HR Timeline Arbor Investment Advisors, LLC More: the full row for Arbor Investment Advisors, LLC 107,002 $6.08M 0.79% -350 13F-HR Timeline Rakuten Investment Management, Inc. in group Rakuten Group, Inc. More: the full row for Rakuten Investment Management, Inc. 114,046 $6.07M 0.01% +57,023 13F-HR Timeline Group First National Trust Co More: the full row for First National Trust Co 105,825 $6.01M 0.2% +19,440 13F-HR Timeline AMG National Trust Bank More: the full row for AMG National Trust Bank 105,748 $6.01M 0.13% +14,811 13F-HR Timeline Parisi Gray Wealth Management More: the full row for Parisi Gray Wealth Management 104,701 $5.95M 1.42% +52,984 13F-HR Timeline Glaxis Capital Management, LLC More: the full row for Glaxis Capital Management, LLC 104,650 $5.94M 7.44% +14,650 13F-HR Timeline Ryan Investment Management, Inc. More: the full row for Ryan Investment Management, Inc. 104,458 $5.93M 3.34% -848 13F-HR Timeline All Terrain Financial Advisors, LLC More: the full row for All Terrain Financial Advisors, LLC 104,059 $5.91M 1.84% +6,010 13F-HR Timeline Migdal Insurance & Financial Holdings L… in group Migdal Insurance & Financial … More: the full row for Migdal Insurance & Financial Holdings Ltd. 104,784 $5.91M 0.05% +50,084 13F-HR Timeline Group LWM ADVISORS INC More: the full row for LWM ADVISORS INC 103,870 $5.9M 5.12% -2,450 13F-HR Timeline OFS Enterprise LLC More: the full row for OFS Enterprise LLC 103,598 $5.88M 1.73% 13F-HR Timeline TORONTO DOMINION BANK in group TORONTO DOMINION BANK More: the full row for TORONTO DOMINION BANK 103,273 $5.87M 0.01% +55,064 13F-HR Timeline Group Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 103,177 $5.86M 0.14% +11,588 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 102,766 $5.84M 0.13% -9,264 13F-HR/A Timeline CITY HOLDING CO More: the full row for CITY HOLDING CO 102,449 $5.82M 0.73% +3,467 13F-HR Timeline Volterra Technologies LP More: the full row for Volterra Technologies LP 101,970 $5.79M 4.12% new 13F-HR Timeline Highview Capital Management LLC/DE/ More: the full row for Highview Capital Management LLC/DE/ 101,945 $5.79M 2.1% +3,790 13F-HR Timeline Summit Trail Advisors, LLC More: the full row for Summit Trail Advisors, LLC 101,863 $5.78M 0.08% +6,459 13F-HR Timeline Quantum Portfolio Management LLC More: the full row for Quantum Portfolio Management LLC 101,337 $5.75M 2.51% +27,298 13F-HR/A Timeline Stelac Advisory Services LLC More: the full row for Stelac Advisory Services LLC 101,295 $5.75M 1.16% +30,236 13F-HR Timeline Alexis Investment Partners, LLC More: the full row for Alexis Investment Partners, LLC 105,027 $5.75M 3.96% +30,203 13F-HR Timeline Confluence Wealth Services, Inc. More: the full row for Confluence Wealth Services, Inc. 100,705 $5.72M 0.22% +1,052 13F-HR Timeline WESTPORT ASSET MANAGEMENT INC More: the full row for WESTPORT ASSET MANAGEMENT INC 100,000 $5.68M 2.51% 0 13F-HR Timeline International City Management Associati… More: the full row for International City Management Association Retirement Corp 99,782 $5.67M 2.9% 0 13F-HR Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 99,716 $5.66M 0.66% new 13F-HR Timeline Indivisible Partners More: the full row for Indivisible Partners 99,113 $5.63M 0.5% +92,773 13F-HR Timeline FFT WEALTH MANAGEMENT LLC More: the full row for FFT WEALTH MANAGEMENT LLC 98,905 $5.62M 1.02% -9,087 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 98,775 $5.61M 0.12% +59,606 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 98,599 $5.6M 0.13% -34,052 13F-HR/A Timeline FIDUCIENT ADVISORS LLC More: the full row for FIDUCIENT ADVISORS LLC 98,501 $5.59M 0.73% -18 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 97,798 $5.55M 0.03% -187 13F-HR Timeline Group NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 96,908 $5.5M 0.36% +11,462 13F-HR Timeline Group HMS Capital Management, LLC More: the full row for HMS Capital Management, LLC 95,803 $5.44M 2.1% new 13F-HR Timeline LBMC INVESTMENT ADVISORS, LLC More: the full row for LBMC INVESTMENT ADVISORS, LLC 95,465 $5.42M 0.33% -2,783 13F-HR Timeline Midwest Professional Planners, LTD. More: the full row for Midwest Professional Planners, LTD. 95,460 $5.42M 1.28% +1,304 13F-HR Timeline Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 95,338 $5.41M 0.12% +2,111 13F-HR Timeline III Capital Management More: the full row for III Capital Management 95,000 $5.4M 2.18% new 13F-HR Timeline Baron Financial Group, LLC More: the full row for Baron Financial Group, LLC 94,971 $5.39M 2.91% -2,350 13F-HR Timeline Legacy Wealth Partners, LLC More: the full row for Legacy Wealth Partners, LLC 94,911 $5.39M 1.35% +23,927 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 94,062 $5.34M 0.18% +1,698 13F-HR Timeline Solstein Capital, LLC More: the full row for Solstein Capital, LLC 93,983 $5.34M 2.19% +27,860 13F-HR Timeline Landing Point Financial Group, LLC More: the full row for Landing Point Financial Group, LLC 93,888 $5.33M 2.59% +5,234 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 93,838 $5.33M 0.15% +87,904 13F-HR Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 93,767 $5.33M 0.06% -2,341 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 93,202 $5.29M 0.2% +2,412 13F-HR Timeline Widmann Financial Services, Inc. More: the full row for Widmann Financial Services, Inc. 91,516 $5.2M 3.09% -2,833 13F-HR Timeline Grange Capital, LLC More: the full row for Grange Capital, LLC 90,881 $5.16M 5.14% new 13F-HR Timeline 1ST SOURCE BANK More: the full row for 1ST SOURCE BANK 89,552 $5.09M 0.26% +5,832 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 88,181 $5.01M 0.25% -529 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 88,152 $5.01M 0.5% +22,869 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Prism Advisors, Inc. More: the full row for Prism Advisors, Inc. 88,104 $5M 1.34% 0 13F-HR Timeline Pinnacle Family Advisors, LLC More: the full row for Pinnacle Family Advisors, LLC 85,023 $4.83M 2.27% +53,303 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 84,670 $4.81M 0.04% 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 84,581 $4.8M 0.16% +47,110 13F-HR Timeline Group Bulltick Wealth Management, LLC More: the full row for Bulltick Wealth Management, LLC 84,478 $4.8M 1.06% +57,921 13F-HR Timeline SUMMIT WEALTH & RETIREMENT PLANNING, IN… More: the full row for SUMMIT WEALTH & RETIREMENT PLANNING, INC. 84,144 $4.78M 1.14% -1,318 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 83,722 $4.75M 0.06% -1,407 13F-HR Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 83,575 $4.75M 0.01% -1,154 13F-HR Timeline Group LAZARD ASSET MANAGEMENT LLC in group LAZARD ASSET MANAGEMENT LLC More: the full row for LAZARD ASSET MANAGEMENT LLC 83,339 $4.73M 0.01% -136,267 13F-HR Timeline Group EARNEST PARTNERS LLC More: the full row for EARNEST PARTNERS LLC 82,050 $4.66M 0.02% 0 13F-HR Timeline Natixis Investment Managers group of 2 filers holding More: the full row for Natixis Investment Managers 82,031 $4.66M +65,281 Timeline AVALON CAPITAL MANAGEMENT More: the full row for AVALON CAPITAL MANAGEMENT 81,554 $4.63M 1.31% 0 13F-HR Timeline PARTNERS CAPITAL INVESTMENT GROUP, LLP More: the full row for PARTNERS CAPITAL INVESTMENT GROUP, LLP 81,461 $4.63M 0.17% 0 13F-HR Timeline HOGE FINANCIAL SERVICES, LLC More: the full row for HOGE FINANCIAL SERVICES, LLC 81,369 $4.62M 2.47% -5,211 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 81,109 $4.61M 0.07% -21,109 13F-HR Timeline Arrow Investment Advisors, LLC More: the full row for Arrow Investment Advisors, LLC 80,281 $4.56M 4.85% new 13F-HR Timeline Financial Synergies Wealth Advisors, In… More: the full row for Financial Synergies Wealth Advisors, Inc. 79,983 $4.54M 0.43% -1,585 13F-HR Timeline FIRST AMERICAN TRUST, FSB More: the full row for FIRST AMERICAN TRUST, FSB 79,854 $4.53M 0.31% -41,248 13F-HR Timeline TWIN FOCUS CAPITAL PARTNERS, LLC More: the full row for TWIN FOCUS CAPITAL PARTNERS, LLC 79,069 $4.49M 0.52% 0 13F-HR Timeline AlTi Global, Inc. in group AlTi Global, Inc. More: the full row for AlTi Global, Inc. 78,903 $4.48M 0.1% +17,337 13F-HR Timeline Group Simmons Bank in group Simmons Bank More: the full row for Simmons Bank 78,549 $4.46M 0.3% -762 13F-HR Timeline Group SCOTIA CAPITAL INC. More: the full row for SCOTIA CAPITAL INC. 77,922 $4.42M 0.02% +12,962 13F-HR Timeline Badgley Phelps Wealth Managers, LLC More: the full row for Badgley Phelps Wealth Managers, LLC 77,766 $4.42M 0.09% -118,224 13F-HR Timeline Fiera Capital Corp in group Fiera Capital Corp More: the full row for Fiera Capital Corp 76,180 $4.33M 0.01% -145 13F-HR Timeline Group Capital Advantage, Inc. More: the full row for Capital Advantage, Inc. 75,846 $4.31M 0.56% +135 13F-HR Timeline Bank Julius Baer & Co. Ltd, Zurich More: the full row for Bank Julius Baer & Co. Ltd, Zurich 75,337 $4.28M 0.01% +1,905 13F-HR Timeline Maven Securities LTD in group Maven Securities LTD More: the full row for Maven Securities LTD 74,733 $4.25M 0.25% +54,170 13F-HR Timeline Group Financial Advisors Network, Inc. More: the full row for Financial Advisors Network, Inc. 74,527 $4.23M 0.58% -601 13F-HR Timeline Penobscot Investment Management Company… More: the full row for Penobscot Investment Management Company, Inc. 74,026 $4.2M 0.33% +25,509 13F-HR Timeline Allen Investment Management, LLC in group ALLEN OPERATIONS LLC More: the full row for Allen Investment Management, LLC 73,856 $4.19M 0.05% +21,755 13F-HR Timeline Group Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 73,621 $4.18M 1.59% +4,833 13F-HR Timeline Asset Management Group, Inc. More: the full row for Asset Management Group, Inc. 73,442 $4.17M 0.67% -723 13F-HR Timeline Financial & Tax Architects, LLC More: the full row for Financial & Tax Architects, LLC 73,305 $4.16M 0.93% +14,085 13F-HR Timeline NDWM LLC More: the full row for NDWM LLC 73,283 $4.16M 2.7% +15,702 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 72,798 $4.13M 0.03% +3,092 13F-HR Timeline BOYD WATTERSON ASSET MANAGEMENT LLC/OH More: the full row for BOYD WATTERSON ASSET MANAGEMENT LLC/OH 72,639 $4.13M 1.27% 0 13F-HR Timeline DV Trading LLC More: the full row for DV Trading LLC 71,389 $4.05M 0.37% +31,689 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 69,500 $3.95M 0.5% +6,515 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 69,084 $3.92M 0.14% +2,000 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 68,666 $3.9M 0.13% +4,923 13F-HR Timeline Group Ninety One North America, Inc. More: the full row for Ninety One North America, Inc. 67,918 $3.86M 0.17% -118,778 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 67,683 $3.84M 0.05% -8,430 13F-HR Timeline Chicago Wealth Management, Inc. 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