PACK Private Wealth, LLC More: the full row for PACK Private Wealth, LLC 45,502 $1.9M 1.12% 0 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 45,156 $1.9M <0.01% +107 13F-HR/A Timeline POINCIANA ADVISORS GROUP, LLC More: the full row for POINCIANA ADVISORS GROUP, LLC 45,353 $1.9M 1.92% 13F-HR Timeline GUIDANCE CAPITAL, INC More: the full row for GUIDANCE CAPITAL, INC 44,072 $1.89M 0.58% +1,253 13F-HR Timeline ASPIRIANT, LLC More: the full row for ASPIRIANT, LLC 45,230 $1.89M 0.07% -1,180 13F-HR Timeline Parcion Private Wealth LLC More: the full row for Parcion Private Wealth LLC 45,226 $1.89M 0.14% 0 13F-HR Timeline Allspring Global Investments Holdings, … in group Allspring Global Investments … More: the full row for Allspring Global Investments Holdings, LLC 45,133 $1.89M <0.01% +13,160 13F-HR Timeline Group Fulton Bank, N.A. More: the full row for Fulton Bank, N.A. 45,104 $1.89M 0.07% +3,356 13F-HR Timeline FOSTER & MOTLEY INC More: the full row for FOSTER & MOTLEY INC 44,670 $1.87M 0.12% -1,600 13F-HR Timeline Select Asset Management & Trust More: the full row for Select Asset Management & Trust 44,550 $1.86M 0.72% 0 13F-HR Timeline ELEVATUS WELATH MANAGEMENT More: the full row for ELEVATUS WELATH MANAGEMENT 44,204 $1.85M 0.63% new 13F-HR Timeline First Financial Bankshares Inc More: the full row for First Financial Bankshares Inc 43,936 $1.84M 0.04% +42 13F-HR Timeline FIRST FOUNDATION ADVISORS in group FIRST FOUNDATION ADVISORS More: the full row for FIRST FOUNDATION ADVISORS 43,619 $1.82M 0.07% -4,351 13F-HR Timeline Group Composition Wealth, LLC More: the full row for Composition Wealth, LLC 43,564 $1.82M 0.04% +4,163 13F-HR Timeline FOGEL CAPITAL MANAGEMENT, INC. More: the full row for FOGEL CAPITAL MANAGEMENT, INC. 43,448 $1.82M 0.91% -885 13F-HR Timeline SUMITOMO MITSUI FINANCIAL GROUP, INC. in group SUMITOMO MITSUI FINANCIAL GRO… More: the full row for SUMITOMO MITSUI FINANCIAL GROUP, INC. 43,297 $1.81M 0.02% -355 13F-HR Timeline Group Sava Infond d.o.o. More: the full row for Sava Infond d.o.o. 43,200 $1.81M 0.32% 13F-HR Timeline Aureus Asset Management, LLC More: the full row for Aureus Asset Management, LLC 43,111 $1.8M 0.12% +6,486 13F-HR Timeline Hoxton Planning & Management, LLC More: the full row for Hoxton Planning & Management, LLC 42,871 $1.79M 0.69% -8,979 13F-HR Timeline Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 42,496 $1.78M 0.04% +22,390 13F-HR Timeline Group CLIFFORD SWAN INVESTMENT COUNSEL LLC More: the full row for CLIFFORD SWAN INVESTMENT COUNSEL LLC 42,485 $1.78M 0.06% 0 13F-HR Timeline FARMERS TRUST CO More: the full row for FARMERS TRUST CO 42,357 $1.77M 0.33% +6,625 13F-HR Timeline Weiss Asset Management LP in group Weiss Asset Management LP More: the full row for Weiss Asset Management LP 42,239 $1.77M 0.04% -23,761 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. Mandatum Life Insurance Co Ltd More: the full row for Mandatum Life Insurance Co Ltd 42,083 $1.76M 0.52% 0 13F-HR Timeline CANANDAIGUA NATIONAL BANK & TRUST CO in group CANANDAIGUA NATIONAL BANK & T… More: the full row for CANANDAIGUA NATIONAL BANK & TRUST CO 41,906 $1.75M 0.17% -2,360 13F-HR Timeline Group U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 41,755 $1.75M 0.05% +6,028 13F-HR Timeline Pines Wealth Management, LLC More: the full row for Pines Wealth Management, LLC 41,975 $1.72M 0.75% 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 41,022 $1.72M 0.03% +9,214 13F-HR Timeline FIRST MERCHANTS CORP More: the full row for FIRST MERCHANTS CORP 40,984 $1.71M 0.07% -258 13F-HR Timeline Atlas Brown,Inc. More: the full row for Atlas Brown,Inc. 40,964 $1.71M 0.59% -475 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 40,835 $1.71M 0.02% +429 13F-HR Timeline River Wealth Advisors LLC More: the full row for River Wealth Advisors LLC 40,770 $1.7M 0.23% -3,313 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 40,684 $1.7M 0.11% -6,486 13F-HR Timeline Cliffwater LLC More: the full row for Cliffwater LLC 40,400 $1.69M 0.41% 0 13F-HR Timeline Viewpoint Capital Management LLC More: the full row for Viewpoint Capital Management LLC 40,296 $1.69M 0.88% -25 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 40,272 $1.68M 0.01% -32,443 13F-HR Timeline Connective Portfolio Management, LLC More: the full row for Connective Portfolio Management, LLC 40,000 $1.67M 2.49% new 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 39,809 $1.66M 0.2% new 13F-HR Timeline Connecticut Wealth Management, LLC More: the full row for Connecticut Wealth Management, LLC 39,730 $1.66M 0.08% -8,459 13F-HR Timeline Capital Group Private Client Services, … in group CAPITAL GROUP INVESTMENT MANA… More: the full row for Capital Group Private Client Services, Inc. 39,641 $1.66M 0.02% +400 13F-HR Timeline Group Pine Valley Investments Ltd Liability Co More: the full row for Pine Valley Investments Ltd Liability Co 39,410 $1.65M 0.11% +900 13F-HR Timeline Curi Capital, LLC More: the full row for Curi Capital, LLC 39,255 $1.64M 0.04% +14,927 13F-HR Timeline Crescent Grove Advisors, LLC More: the full row for Crescent Grove Advisors, LLC 39,206 $1.64M 0.16% +13,826 13F-HR Timeline JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 39,074 $1.63M 0.02% +205 13F-HR Timeline F/m Investments LLC More: the full row for F/m Investments LLC 39,000 $1.63M 0.06% 0 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 38,867 $1.63M 0.19% +1,056 13F-HR Timeline GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 38,593 $1.61M 0.44% -530 13F-HR Timeline Next Capital Management LLC More: the full row for Next Capital Management LLC 38,484 $1.61M 0.66% +7,860 13F-HR Timeline SP Asset Management LLC More: the full row for SP Asset Management LLC 38,261 $1.6M 0.13% -12,813 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 38,049 $1.59M 0.05% -620 13F-HR Timeline Group Birch Hill Investment Advisors LLC More: the full row for Birch Hill Investment Advisors LLC 37,779 $1.58M 0.07% -170 13F-HR Timeline HERITAGE INVESTORS MANAGEMENT CORP More: the full row for HERITAGE INVESTORS MANAGEMENT CORP 37,659 $1.57M 0.05% -514 13F-HR Timeline ERn Financial, LLC More: the full row for ERn Financial, LLC 37,656 $1.57M 0.24% -138 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 37,286 $1.56M 0.14% -1,026 13F-HR Timeline SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 37,147 $1.55M 0.14% -847 13F-HR Timeline Sincerus Advisory, LLC More: the full row for Sincerus Advisory, LLC 37,114 $1.55M 1.66% 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 37,104 $1.55M 0.01% -1,814 13F-HR Timeline Group RFG Advisory, LLC More: the full row for RFG Advisory, LLC 37,003 $1.55M 0.04% +8,187 13F-HR Timeline FF Advisors,LLC More: the full row for FF Advisors,LLC 35,065 $1.54M 1.06% 0 13F-HR Timeline Clarus Wealth Advisors More: the full row for Clarus Wealth Advisors 37,452 $1.53M 0.76% +3,918 13F-HR Timeline LEE DANNER & BASS INC More: the full row for LEE DANNER & BASS INC 36,360 $1.52M 0.12% -1,325 13F-HR Timeline THORNBURG INVESTMENT MANAGEMENT INC More: the full row for THORNBURG INVESTMENT MANAGEMENT INC 36,305 $1.52M 0.02% +28,437 13F-HR Timeline RPg Family Wealth Advisory, LLC More: the full row for RPg Family Wealth Advisory, LLC 35,910 $1.5M 0.53% -635 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 35,886 $1.5M 0.25% +1,452 13F-HR Timeline Jacksonville Wealth Management, LLC More: the full row for Jacksonville Wealth Management, LLC 35,839 $1.5M 1.4% 13F-HR Timeline Forza Wealth Management, LLC More: the full row for Forza Wealth Management, LLC 35,775 $1.5M 0.68% +30,225 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 35,744 $1.49M 0.08% +1,160 13F-HR Timeline Dominguez Wealth Management Solutions, … More: the full row for Dominguez Wealth Management Solutions, Inc. 35,737 $1.49M 1.09% +583 13F-HR Timeline Salus Financial Advisors, LLC More: the full row for Salus Financial Advisors, LLC 35,169 $1.47M 1.15% 13F-HR Timeline PEAPACK GLADSTONE FINANCIAL CORP More: the full row for PEAPACK GLADSTONE FINANCIAL CORP 35,081 $1.47M 0.02% +1,762 13F-HR Timeline ATTICUS WEALTH MANAGEMENT, LLC More: the full row for ATTICUS WEALTH MANAGEMENT, LLC 35,069 $1.47M 0.46% +530 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 34,774 $1.45M 0.2% +175 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 34,766 $1.45M 0.01% +97 13F-HR/A Timeline HARBOR ADVISORY CORP /MA/ More: the full row for HARBOR ADVISORY CORP /MA/ 34,564 $1.45M 0.47% -1,750 13F-HR Timeline Canton Hathaway, LLC More: the full row for Canton Hathaway, LLC 34,485 $1.44M 0.36% 0 13F-HR Timeline O'Dell Group, LLC More: the full row for O'Dell Group, LLC 34,385 $1.44M 0.32% +1,512 13F-HR Timeline GLOBEFLEX CAPITAL L P More: the full row for GLOBEFLEX CAPITAL L P 34,033 $1.42M 0.12% 0 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 34,015 $1.42M 0.03% -638 13F-HR Timeline TIEMANN INVESTMENT ADVISORS, LLC More: the full row for TIEMANN INVESTMENT ADVISORS, LLC 33,890 $1.42M 0.63% -6,091 13F-HR Timeline PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 33,752 $1.41M 0.02% +26,971 13F-HR Timeline Everstar Asset Management, LLC More: the full row for Everstar Asset Management, LLC 33,642 $1.41M 1% +1,143 13F-HR Timeline SENTINEL TRUST CO LBA More: the full row for SENTINEL TRUST CO LBA 33,382 $1.4M 0.16% -419 13F-HR Timeline Integrated Investment Consultants, LLC More: the full row for Integrated Investment Consultants, LLC 33,346 $1.39M 0.29% -19,437 13F-HR/A Timeline LBJ Family Wealth Advisors, Ltd. More: the full row for LBJ Family Wealth Advisors, Ltd. 33,245 $1.39M 0.83% +278 13F-HR/A Timeline BLB&B Advisors, LLC More: the full row for BLB&B Advisors, LLC 33,119 $1.39M 0.07% 0 13F-HR Timeline Penobscot Investment Management Company… More: the full row for Penobscot Investment Management Company, Inc. 32,963 $1.38M 0.13% -270 13F-HR Timeline Colorado Capital Management, Inc. More: the full row for Colorado Capital Management, Inc. 32,912 $1.38M 0.67% -23 13F-HR Timeline Texas Bank & Trust Co More: the full row for Texas Bank & Trust Co 32,902 $1.38M 0.57% 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 32,668 $1.37M 0.04% -5,697 13F-HR Timeline Group NORTHEAST INVESTMENT MANAGEMENT More: the full row for NORTHEAST INVESTMENT MANAGEMENT 32,588 $1.36M 0.06% -827 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 32,454 $1.36M 0.28% +8,718 13F-HR Timeline Bolthouse Investments, LLC More: the full row for Bolthouse Investments, LLC 32,331 $1.35M 1.25% 13F-HR Timeline ROCKLAND TRUST CO More: the full row for ROCKLAND TRUST CO 32,226 $1.35M 0.07% +260 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 31,941 $1.34M 0.09% -2,658 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 31,833 $1.33M 0.02% 0 13F-HR Timeline MYCIO WEALTH PARTNERS, LLC More: the full row for MYCIO WEALTH PARTNERS, LLC 31,701 $1.33M 0.32% +508 13F-HR Timeline SYNTAX RESEARCH, INC. More: the full row for SYNTAX RESEARCH, INC. 31,381 $1.31M 0.94% new 13F-HR Timeline Truepoint, Inc. More: the full row for Truepoint, Inc. 31,280 $1.31M 0.04% -122 13F-HR Timeline BRADLEY FOSTER & SARGENT INC/CT More: the full row for BRADLEY FOSTER & SARGENT INC/CT 31,262 $1.31M 0.02% -1,109 13F-HR Timeline BRITISH COLUMBIA INVESTMENT MANAGEMENT … More: the full row for BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 31,005 $1.3M 0.01% -69,000 13F-HR Timeline INVICTUS PRIVATE WEALTH, LLC More: the full row for INVICTUS PRIVATE WEALTH, LLC 30,979 $1.3M 0.1% -156 13F-HR Timeline XTX Topco Ltd in group XTX Topco Ltd More: the full row for XTX Topco Ltd 30,793 $1.29M 0.11% +20,338 13F-HR Timeline Group Allworth Financial LP More: the full row for Allworth Financial LP 30,245 $1.29M 0.01% +1,311 13F-HR Timeline BOSTON FINANCIAL MANGEMENT LLC More: the full row for BOSTON FINANCIAL MANGEMENT LLC 30,614 $1.28M 0.04% -375 13F-HR Timeline UNIONVIEW, LLC More: the full row for UNIONVIEW, LLC 30,258 $1.27M 0.93% -238 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 30,381 $1.27M 0.04% new 13F-HR Timeline Prosperity Planning, Inc. More: the full row for Prosperity Planning, Inc. 30,132 $1.26M 0.4% +32 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 30,080 $1.26M 0.04% -5,514 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 29,949 $1.25M 0.05% +1,285 13F-HR Timeline Group HIGHLAND CAPITAL MANAGEMENT, LLC More: the full row for HIGHLAND CAPITAL MANAGEMENT, LLC 29,769 $1.24M 0.07% -2,020 13F-HR Timeline BAR HARBOR WEALTH MANAGEMENT in group BAR HARBOR WEALTH MANAGEMENT More: the full row for BAR HARBOR WEALTH MANAGEMENT 29,761 $1.24M 0.08% -625 13F-HR Timeline Group Midwest Professional Planners, LTD. More: the full row for Midwest Professional Planners, LTD. 29,727 $1.24M 0.37% +1,551 13F-HR Timeline LYELL WEALTH MANAGEMENT, LP More: the full row for LYELL WEALTH MANAGEMENT, LP 29,186 $1.22M 0.11% -4,645 13F-HR Timeline WOLVERINE TRADING, LLC More: the full row for WOLVERINE TRADING, LLC 29,064 $1.22M 0.03% -20,132 13F-HR Timeline Ramsay, Stattman, Vela & Price, Inc. More: the full row for Ramsay, Stattman, Vela & Price, Inc. 29,161 $1.22M 0.23% -1,410 13F-HR Timeline Litman Gregory Wealth Management LLC More: the full row for Litman Gregory Wealth Management LLC 29,151 $1.22M 0.11% -4,627 13F-HR Timeline FUTURE YOU WEALTH LLC More: the full row for FUTURE YOU WEALTH LLC 29,083 $1.22M 0.86% 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 28,545 $1.21M 0.12% +10,670 13F-HR Timeline Red Tortoise LLC More: the full row for Red Tortoise LLC 28,484 $1.19M 0.62% +373 13F-HR Timeline Pineridge Advisors LLC More: the full row for Pineridge Advisors LLC 28,416 $1.19M 0.45% +1,876 13F-HR Timeline Pinion Investment Advisors, LLC More: the full row for Pinion Investment Advisors, LLC 28,350 $1.19M 0.47% -165 13F-HR Timeline Affiance Financial, LLC More: the full row for Affiance Financial, LLC 28,175 $1.18M 0.28% 0 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 28,159 $1.18M 0.05% -385 13F-HR/A Timeline Cyndeo Wealth Partners, LLC More: the full row for Cyndeo Wealth Partners, LLC 28,105 $1.18M 0.08% +2,259 13F-HR Timeline Magnus Financial Group LLC More: the full row for Magnus Financial Group LLC 28,073 $1.17M 0.11% -641 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 28,072 $1.17M 0.03% -508 13F-HR Timeline Group Heritage Trust Co More: the full row for Heritage Trust Co 28,067 $1.17M 0.14% 13F-HR Timeline FOUNDERS GROVE WEALTH PARTNERS, LLC More: the full row for FOUNDERS GROVE WEALTH PARTNERS, LLC 27,480 $1.15M 0.33% 13F-HR Timeline Colony Family Offices, LLC More: the full row for Colony Family Offices, LLC 27,432 $1.15M 0.36% -3,960 13F-HR Timeline Fortitude Financial, LLC More: the full row for Fortitude Financial, LLC 27,384 $1.15M 0.64% 13F-HR Timeline Bulltick Wealth Management, LLC More: the full row for Bulltick Wealth Management, LLC 27,279 $1.14M 0.27% +6,869 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 27,202 $1.14M 0.02% +5,874 13F-HR Timeline Lavaca Capital LLC More: the full row for Lavaca Capital LLC 27,200 $1.14M 0.5% 0 13F-HR Timeline First Bank & Trust More: the full row for First Bank & Trust 26,947 $1.13M 0.22% 0 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 26,789 $1.12M 0.03% -404 13F-HR Timeline GM Advisory Group, LLC More: the full row for GM Advisory Group, LLC 26,471 $1.11M 0.06% +448 13F-HR Timeline Argent Trust Co More: the full row for Argent Trust Co 26,405 $1.1M 0.05% -2,075 13F-HR Timeline Obermeyer Wealth Partners More: the full row for Obermeyer Wealth Partners 26,370 $1.1M 0.06% +132 13F-HR Timeline CITY NATIONAL BANK OF FLORIDA /MSD More: the full row for CITY NATIONAL BANK OF FLORIDA /MSD 26,207 $1.1M 1% 13F-HR Timeline Samalin Investment Counsel, LLC More: the full row for Samalin Investment Counsel, LLC 26,189 $1.1M 0.47% -1,110 13F-HR Timeline Y-Intercept (Hong Kong) Ltd More: the full row for Y-Intercept (Hong Kong) Ltd 25,985 $1.09M 0.07% -80,519 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 25,964 $1.09M 0.02% +11,199 13F-HR Timeline Westshore Wealth, LLC More: the full row for Westshore Wealth, LLC 25,854 $1.08M 0.44% +875 13F-HR Timeline SMITH CHAS P & ASSOCIATES PA CPAS in group SMITH CHAS P & ASSOCIATES PA … More: the full row for SMITH CHAS P & ASSOCIATES PA CPAS 25,841 $1.08M 0.06% 0 13F-HR Timeline Group Independent Family Office, LLC More: the full row for Independent Family Office, LLC 25,754 $1.08M 0.56% 0 13F-HR Timeline MORRIS FINANCIAL CONCEPTS, INC. More: the full row for MORRIS FINANCIAL CONCEPTS, INC. 25,663 $1.07M 0.46% -770 13F-HR Timeline NORTHWEST WEALTH MANAGEMENT, LLC More: the full row for NORTHWEST WEALTH MANAGEMENT, LLC 25,644 $1.07M 0.23% 0 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 25,618 $1.07M 0.03% -1,731 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 25,496 $1.07M 0.01% +6,783 13F-HR Timeline Orion Portfolio Solutions, LLC More: the full row for Orion Portfolio Solutions, LLC 25,496 $1.07M 0.01% +6,783 13F-HR Timeline Jump Financial, LLC in group Jump Financial, LLC More: the full row for Jump Financial, LLC 25,486 $1.07M 0.02% new 13F-HR Timeline Group Johnson & White Wealth Management, LLC More: the full row for Johnson & White Wealth Management, LLC 25,490 $1.06M 0.64% new 13F-HR Timeline Sageworth Trust Co More: the full row for Sageworth Trust Co 25,330 $1.06M 0.07% 0 13F-HR Timeline LaSalle St. Investment Advisors, LLC More: the full row for LaSalle St. Investment Advisors, LLC 25,321 $1.06M 0.33% +1,218 13F-HR Timeline Cullen Capital Management, LLC More: the full row for Cullen Capital Management, LLC 25,171 $1.05M 0.01% new 13F-HR Timeline DBK Financial Counsel, LLC More: the full row for DBK Financial Counsel, LLC 25,156 $1.05M 1.06% -35 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 25,081 $1.05M 0.05% +360 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 25,064 $1.05M 0.03% +1,760 13F-HR Timeline Bear Mountain Capital, Inc. More: the full row for Bear Mountain Capital, Inc. 24,510 $1.05M 0.41% +2,591 13F-HR Timeline SCHRODER INVESTMENT MANAGEMENT GROUP More: the full row for SCHRODER INVESTMENT MANAGEMENT GROUP 25,000 $1.05M <0.01% +7,000 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 24,814 $1.04M 0.08% -252 13F-HR/A Timeline SIERRA SUMMIT ADVISORS LLC More: the full row for SIERRA SUMMIT ADVISORS LLC 24,750 $1.04M 0.21% 0 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 24,672 $1.03M 0.02% -10,325 13F-HR Timeline Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 24,647 $1.03M 0.09% -162 13F-HR Timeline PARSONS CAPITAL MANAGEMENT INC/RI More: the full row for PARSONS CAPITAL MANAGEMENT INC/RI 24,518 $1.03M 0.06% +9,651 13F-HR Timeline Endowment Wealth Management, Inc. More: the full row for Endowment Wealth Management, Inc. 24,400 $1.02M 0.69% +4,424 13F-HR Timeline CAZ INVESTMENTS LP in group CAZ INVESTMENTS LP More: the full row for CAZ INVESTMENTS LP 24,361 $1.02M 1.46% 0 13F-HR Timeline Group SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 24,318 $1.02M 0.06% -2,808 13F-HR Timeline Newport Capital Group, LLC More: the full row for Newport Capital Group, LLC 24,232 $1.01M 0.75% -849 13F-HR Timeline Centiva Capital, LP More: the full row for Centiva Capital, LP 24,160 $1.01M 0.04% -10,083 13F-HR Timeline Marble Harbor Investment Counsel, LLC More: the full row for Marble Harbor Investment Counsel, LLC 24,100 $1.01M 0.11% 0 13F-HR Timeline Evanson Asset Management, LLC More: the full row for Evanson Asset Management, LLC 23,885 $999K 0.07% -177 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 23,742 $993K 0.33% -755 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. NWAM LLC More: the full row for NWAM LLC 23,614 $988K 0.06% -3,485 13F-HR Timeline Chevy Chase Trust Holdings, LLC in group Chevy Chase Trust Holdings, L… More: the full row for Chevy Chase Trust Holdings, LLC 23,477 $982K <0.01% +3,890 13F-HR Timeline Group Topel & Distasi Wealth Management, LLC More: the full row for Topel & Distasi Wealth Management, LLC 23,086 $965K 0.41% -6,505 13F-HR Timeline Matisse Capital More: the full row for Matisse Capital 22,990 $961K 0.49% 0 13F-HR Timeline CONTRAVISORY INVESTMENT MANAGEMENT, INC. More: the full row for CONTRAVISORY INVESTMENT MANAGEMENT, INC. 22,840 $955K 0.2% +182 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 22,818 $954K 0.1% -85 13F-HR/A Timeline GHE, LLC More: the full row for GHE, LLC 22,793 $953K 0.38% 0 13F-HR/A Timeline Leo Wealth, LLC More: the full row for Leo Wealth, LLC 22,761 $952K 0.09% -342 13F-HR Timeline Legacy Capital Group California, Inc. More: the full row for Legacy Capital Group California, Inc. 22,713 $950K 0.29% +155 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 22,609 $946K 0.05% -409,616 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 22,557 $943K 0.03% +4,887 13F-HR Timeline Group Forvis Mazars Wealth Advisors, LLC More: the full row for Forvis Mazars Wealth Advisors, LLC 22,483 $940K 0.02% -582 13F-HR Timeline TOCQUEVILLE ASSET MANAGEMENT L.P. in group TOCQUEVILLE ASSET MANAGEMENT … More: the full row for TOCQUEVILLE ASSET MANAGEMENT L.P. 22,466 $940K 0.01% -300 13F-HR Timeline Group XML Financial, LLC More: the full row for XML Financial, LLC 22,353 $935K 0.09% -2,449 13F-HR Timeline CONNING INC. in group CONNING INC. 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