Red Tortoise LLC More: the full row for Red Tortoise LLC 29,106 $1.65M 0.69% 0 13F-HR Timeline Caprock Group, LLC More: the full row for Caprock Group, LLC 29,042 $1.65M 0.04% +19,315 13F-HR Timeline SCHRODER INVESTMENT MANAGEMENT GROUP More: the full row for SCHRODER INVESTMENT MANAGEMENT GROUP 29,028 $1.65M <0.01% +575 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 28,676 $1.63M 0.02% +1,450 13F-HR Timeline Group BAR HARBOR WEALTH MANAGEMENT in group BAR HARBOR WEALTH MANAGEMENT More: the full row for BAR HARBOR WEALTH MANAGEMENT 28,574 $1.62M 0.09% -5 13F-HR Timeline Group KLINGENSTEIN FIELDS & CO LP More: the full row for KLINGENSTEIN FIELDS & CO LP 28,184 $1.6M 0.06% new 13F-HR Timeline Winter & Associates, Inc. More: the full row for Winter & Associates, Inc. 27,912 $1.59M 1.4% -3,477 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 23,460 $1.59M 0.03% +152 13F-HR Timeline JMG Financial Group, Ltd. More: the full row for JMG Financial Group, Ltd. 27,606 $1.57M 0.04% +4,165 13F-HR Timeline EARNED WEALTH ADVISORS, LLC More: the full row for EARNED WEALTH ADVISORS, LLC 27,471 $1.56M 0.1% -1,021 13F-HR Timeline Argent Trust Co More: the full row for Argent Trust Co 27,296 $1.55M 0.05% +140 13F-HR Timeline LYELL WEALTH MANAGEMENT, LP More: the full row for LYELL WEALTH MANAGEMENT, LP 27,225 $1.55M 0.11% +1,965 13F-HR Timeline Lakeshore Capital Group, Inc. More: the full row for Lakeshore Capital Group, Inc. 27,216 $1.55M 1.26% -298 13F-HR Timeline Lavaca Capital LLC More: the full row for Lavaca Capital LLC 27,200 $1.54M 0.29% 0 13F-HR Timeline Y-Intercept (Hong Kong) Ltd More: the full row for Y-Intercept (Hong Kong) Ltd 27,034 $1.54M 0.03% 0 13F-HR Timeline BLB&B Advisors, LLC More: the full row for BLB&B Advisors, LLC 27,003 $1.53M 0.06% -650 13F-HR Timeline SACKS & ASSOCIATES, LLC More: the full row for SACKS & ASSOCIATES, LLC 26,968 $1.53M 1.14% +579 13F-HR Timeline Paladin Partners, LLC More: the full row for Paladin Partners, LLC 26,951 $1.53M 1.1% +600 13F-HR Timeline First Bank & Trust More: the full row for First Bank & Trust 26,947 $1.53M 0.25% 0 13F-HR Timeline Pines Wealth Management, LLC More: the full row for Pines Wealth Management, LLC 26,916 $1.53M 0.49% -4,324 13F-HR Timeline KFA Private Wealth Group, LLC More: the full row for KFA Private Wealth Group, LLC 26,899 $1.53M 0.37% +940 13F-HR Timeline SHELTON CAPITAL MANAGEMENT More: the full row for SHELTON CAPITAL MANAGEMENT 26,648 $1.51M 0.03% -518 13F-HR Timeline SILVERCREST ASSET MANAGEMENT GROUP LLC More: the full row for SILVERCREST ASSET MANAGEMENT GROUP LLC 26,570 $1.51M 0.01% +12,553 13F-HR Timeline CARRET ASSET MANAGEMENT, LLC More: the full row for CARRET ASSET MANAGEMENT, LLC 26,489 $1.5M 0.15% +1,285 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 26,459 $1.5M 0.03% +4,718 13F-HR Timeline New Republic Capital, LLC More: the full row for New Republic Capital, LLC 26,459 $1.5M 0.51% +3,794 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 26,432 $1.5M 0.07% +1,794 13F-HR Timeline Purpose Unlimited Inc. in group Purpose Unlimited Inc. More: the full row for Purpose Unlimited Inc. 26,304 $1.49M 0.06% new 13F-HR Timeline Group WESBANCO BANK INC More: the full row for WESBANCO BANK INC 26,177 $1.49M 0.04% -1,015 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 26,000 $1.48M 0.08% 0 13F-HR Timeline Group Obermeyer Wealth Partners More: the full row for Obermeyer Wealth Partners 25,911 $1.47M 0.07% -1,856 13F-HR Timeline Turtle Creek Wealth Advisors, LLC More: the full row for Turtle Creek Wealth Advisors, LLC 25,869 $1.47M 0.11% +246 13F-HR Timeline NORTHWEST WEALTH MANAGEMENT, LLC More: the full row for NORTHWEST WEALTH MANAGEMENT, LLC 25,546 $1.45M 0.22% 0 13F-HR Timeline Aegis Wealth Management LLC More: the full row for Aegis Wealth Management LLC 25,462 $1.45M 0.83% -5,221 13F-HR Timeline Cyndeo Wealth Partners, LLC More: the full row for Cyndeo Wealth Partners, LLC 25,290 $1.44M 0.08% -210 13F-HR Timeline DARK FOREST CAPITAL MANAGEMENT LP More: the full row for DARK FOREST CAPITAL MANAGEMENT LP 25,179 $1.43M 0.13% -526,095 13F-HR Timeline IPG Investment Advisors LLC More: the full row for IPG Investment Advisors LLC 25,157 $1.43M 0.25% +9,747 13F-HR Timeline Everstar Asset Management, LLC More: the full row for Everstar Asset Management, LLC 25,136 $1.43M 0.76% -1,879 13F-HR Timeline CONTRAVISORY INVESTMENT MANAGEMENT, INC. More: the full row for CONTRAVISORY INVESTMENT MANAGEMENT, INC. 24,922 $1.42M 0.29% +8,953 13F-HR Timeline SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 24,859 $1.41M 0.06% 0 13F-HR Timeline Gotham Asset Management, LLC More: the full row for Gotham Asset Management, LLC 24,770 $1.41M <0.01% 0 13F-HR Timeline Efficient Advisors, LLC More: the full row for Efficient Advisors, LLC 24,664 $1.4M 0.1% -2,720 13F-HR Timeline INVESTMENT MANAGEMENT CORP /VA/ /ADV More: the full row for INVESTMENT MANAGEMENT CORP /VA/ /ADV 24,633 $1.4M 1.2% +598 13F-HR Timeline Samalin Investment Counsel, LLC More: the full row for Samalin Investment Counsel, LLC 24,583 $1.4M 0.5% -818 13F-HR Timeline DBK Financial Counsel, LLC More: the full row for DBK Financial Counsel, LLC 24,563 $1.39M 1.06% -50 13F-HR Timeline FARMERS TRUST CO More: the full row for FARMERS TRUST CO 24,533 $1.39M 0.22% -2,389 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 24,387 $1.38M 0.03% -21 13F-HR Timeline Group Johnson & White Wealth Management, LLC More: the full row for Johnson & White Wealth Management, LLC 24,208 $1.37M 0.58% -655 13F-HR Timeline Gallacher Capital Management LLC More: the full row for Gallacher Capital Management LLC 24,111 $1.37M 0.53% -1,652 13F-HR Timeline Capula Management Ltd in group Capula Management Ltd More: the full row for Capula Management Ltd 23,879 $1.36M 0.01% -638,239 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. TD Asset Management Inc More: the full row for TD Asset Management Inc 23,730 $1.35M <0.01% +4,692 13F-HR Timeline ELEVATUS WELATH MANAGEMENT More: the full row for ELEVATUS WELATH MANAGEMENT 23,664 $1.34M 0.7% -127,279 13F-HR Timeline ERn Financial, LLC More: the full row for ERn Financial, LLC 23,643 $1.34M 0.25% -1,747 13F-HR Timeline FOUNDERS GROVE WEALTH PARTNERS, LLC More: the full row for FOUNDERS GROVE WEALTH PARTNERS, LLC 23,553 $1.34M 0.3% -425 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 23,536 $1.34M 0.04% -903 13F-HR Timeline Group GHE, LLC More: the full row for GHE, LLC 23,481 $1.33M 0.55% 0 13F-HR/A Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 23,165 $1.33M 0.02% -639,718 13F-HR Timeline B&D White Capital Company, LLC More: the full row for B&D White Capital Company, LLC 23,186 $1.32M 0.16% 0 13F-HR Timeline NORTHEAST INVESTMENT MANAGEMENT More: the full row for NORTHEAST INVESTMENT MANAGEMENT 23,134 $1.31M 0.05% +100 13F-HR Timeline RiverTree Advisors, LLC More: the full row for RiverTree Advisors, LLC 22,994 $1.31M 0.83% +8,452 13F-HR Timeline Matisse Capital More: the full row for Matisse Capital 22,990 $1.31M 0.56% 0 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 22,951 $1.3M 0.04% +941 13F-HR Timeline SONATA CAPITAL GROUP INC More: the full row for SONATA CAPITAL GROUP INC 22,916 $1.3M 0.48% +1,681 13F-HR Timeline Marble Harbor Investment Counsel, LLC More: the full row for Marble Harbor Investment Counsel, LLC 22,900 $1.3M 0.14% -900 13F-HR Timeline Newport Capital Group, LLC More: the full row for Newport Capital Group, LLC 22,803 $1.3M 0.79% -1,074 13F-HR Timeline Trinity Financial Advisors LLC More: the full row for Trinity Financial Advisors LLC 22,709 $1.29M 0.37% 0 13F-HR Timeline SP Asset Management LLC More: the full row for SP Asset Management LLC 22,639 $1.29M 0.11% 0 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 22,586 $1.28M 0.02% +76 13F-HR Timeline Lexington Hill Partners, LLC More: the full row for Lexington Hill Partners, LLC 22,483 $1.28M 0.72% -1,823 13F-HR Timeline J2 Capital Management Inc More: the full row for J2 Capital Management Inc 22,423 $1.27M 0.87% -17,504 13F-HR Timeline Three Seasons Wealth, LLC More: the full row for Three Seasons Wealth, LLC 22,380 $1.27M 0.49% +2,791 13F-HR Timeline Buck Wealth Strategies, LLC More: the full row for Buck Wealth Strategies, LLC 22,376 $1.27M 0.16% -2,219 13F-HR Timeline Welch & Forbes LLC More: the full row for Welch & Forbes LLC 22,345 $1.27M 0.02% +6,913 13F-HR Timeline PITTENGER & ANDERSON INC More: the full row for PITTENGER & ANDERSON INC 22,345 $1.27M 0.05% +150 13F-HR Timeline Affiance Financial, LLC More: the full row for Affiance Financial, LLC 22,276 $1.27M 0.21% -93 13F-HR Timeline Bear Mountain Capital, Inc. More: the full row for Bear Mountain Capital, Inc. 19,966 $1.26M 0.38% -90 13F-HR Timeline RETIREMENT INCOME SOLUTIONS, INC More: the full row for RETIREMENT INCOME SOLUTIONS, INC 22,207 $1.26M 0.22% -554 13F-HR Timeline E&G Advisors, LLC More: the full row for E&G Advisors, LLC 22,180 $1.26M 0.28% +3,745 13F-HR Timeline Marex Group Ltd in group Marex Group Ltd More: the full row for Marex Group Ltd 22,102 $1.26M 0.01% +17,698 13F-HR Timeline Group CARDIFF PARK ADVISORS, LLC More: the full row for CARDIFF PARK ADVISORS, LLC 22,026 $1.25M 0.1% -83 13F-HR Timeline NWF Advisory Services Inc. More: the full row for NWF Advisory Services Inc. 22,008 $1.25M 0.14% +3,702 13F-HR Timeline Forum Finance Group S.A. More: the full row for Forum Finance Group S.A. 27,276 $1.25M 0.68% 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 21,943 $1.25M 0.07% +2,496 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 21,698 $1.23M 0.04% -535 13F-HR Timeline MORRIS FINANCIAL CONCEPTS, INC. More: the full row for MORRIS FINANCIAL CONCEPTS, INC. 21,665 $1.23M 0.42% -1,362 13F-HR Timeline Hoxton Planning & Management, LLC More: the full row for Hoxton Planning & Management, LLC 21,550 $1.22M 0.37% -12 13F-HR Timeline Tidal Investments LLC in group Tidal Investments LLC More: the full row for Tidal Investments LLC 21,500 $1.22M <0.01% new 13F-HR Timeline Group KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 21,483 $1.22M 0.06% +5,931 13F-HR Timeline NOESIS CAPITAL MANGEMENT CORP More: the full row for NOESIS CAPITAL MANGEMENT CORP 21,479 $1.22M 0.18% +353 13F-HR Timeline Forvis Mazars Wealth Advisors, LLC More: the full row for Forvis Mazars Wealth Advisors, LLC 21,468 $1.22M 0.02% -81 13F-HR Timeline Sterling Investment Advisors, Ltd. More: the full row for Sterling Investment Advisors, Ltd. 21,445 $1.22M 0.22% 0 13F-HR Timeline PACIFIC FINANCIAL GROUP INC More: the full row for PACIFIC FINANCIAL GROUP INC 21,428 $1.22M 0.66% +1,281 13F-HR Timeline LaSalle St. Investment Advisors, LLC More: the full row for LaSalle St. Investment Advisors, LLC 21,245 $1.21M 0.17% -640 13F-HR Timeline Ballast Rock Private Wealth LLC More: the full row for Ballast Rock Private Wealth LLC 21,197 $1.2M 0.67% 0 13F-HR Timeline Sovereign Financial Group, Inc. More: the full row for Sovereign Financial Group, Inc. 21,176 $1.2M 0.21% -2,188 13F-HR Timeline TOCQUEVILLE ASSET MANAGEMENT L.P. in group TOCQUEVILLE ASSET MANAGEMENT … More: the full row for TOCQUEVILLE ASSET MANAGEMENT L.P. 21,117 $1.2M 0.02% -1,301 13F-HR Timeline Group St. Louis Trust Co More: the full row for St. Louis Trust Co 20,994 $1.19M 0.14% +1,307 13F-HR Timeline OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC More: the full row for OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC 20,910 $1.19M 0.06% 0 13F-HR Timeline Procyon Advisors, LLC More: the full row for Procyon Advisors, LLC 20,861 $1.18M 0.06% +37 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 20,771 $1.18M 0.06% -40 13F-HR Timeline Cullen Capital Management, LLC More: the full row for Cullen Capital Management, LLC 20,700 $1.18M 0.01% -166,465 13F-HR Timeline Evolution Wealth Advisors, LLC More: the full row for Evolution Wealth Advisors, LLC 20,697 $1.18M 0.12% 0 13F-HR Timeline Independent Family Office, LLC More: the full row for Independent Family Office, LLC 20,688 $1.17M 0.48% 0 13F-HR Timeline BAYBAN More: the full row for BAYBAN 20,682 $1.17M 1.02% 0 13F-HR Timeline Truxt Investmentos Ltda. More: the full row for Truxt Investmentos Ltda. 11,712 $1.17M 0.75% 13F-HR Timeline TICINO WEALTH More: the full row for TICINO WEALTH 16,723 $1.16M 0.4% +6,611 13F-HR Timeline JSF Financial, LLC More: the full row for JSF Financial, LLC 20,444 $1.16M 0.23% -15,057 13F-HR Timeline Klingman & Associates, LLC More: the full row for Klingman & Associates, LLC 20,415 $1.16M 0.06% +140 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 20,362 $1.16M 0.03% +1,840 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 20,270 $1.15M 0.24% 0 13F-HR Timeline Taylor & Morgan Wealth Management, LLC More: the full row for Taylor & Morgan Wealth Management, LLC 20,248 $1.15M 0.66% +7,000 13F-HR Timeline Colony Family Offices, LLC More: the full row for Colony Family Offices, LLC 20,229 $1.15M 0.28% 0 13F-HR Timeline AFG FIDUCIARY SERVICES LIMITED PARTNERS… More: the full row for AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP 20,110 $1.15M 0.7% 0 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 20,206 $1.15M 0.09% -1,201 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 20,196 $1.15M 0.04% -4,914 13F-HR Timeline Group Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 20,189 $1.15M 0.4% -906 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 20,147 $1.14M 0.01% +4,658 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 20,090 $1.14M 0.01% +3,136 13F-HR Timeline Roble, Belko & Company, Inc More: the full row for Roble, Belko & Company, Inc 20,072 $1.14M 0.14% 0 13F-HR Timeline Virtue Capital Management, LLC More: the full row for Virtue Capital Management, LLC 20,760 $1.14M 0.17% -1,619 13F-HR Timeline LuminArx Capital Management LP More: the full row for LuminArx Capital Management LP 20,000 $1.14M 0.85% new 13F-HR Timeline Coign Capital Advisors LLC More: the full row for Coign Capital Advisors LLC 19,895 $1.13M 0.59% +1,337 13F-HR Timeline Ridge Creek Global, Inc More: the full row for Ridge Creek Global, Inc 19,784 $1.12M 0.95% +1,970 13F-HR Timeline Ramsay, Stattman, Vela & Price, Inc. More: the full row for Ramsay, Stattman, Vela & Price, Inc. 19,591 $1.11M 0.22% +245 13F-HR Timeline MFG WEALTH MANAGEMENT, INC. More: the full row for MFG WEALTH MANAGEMENT, INC. 19,545 $1.11M 0.92% new 13F-HR Timeline Westmount Partners, LLC More: the full row for Westmount Partners, LLC 19,505 $1.11M 0.27% +8,866 13F-HR Timeline Hansen & Associates Financial Group, In… More: the full row for Hansen & Associates Financial Group, Inc. 19,547 $1.11M 0.6% -13,377 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 19,466 $1.11M 0.09% +12,580 13F-HR Timeline Orin Green Financial, LLC More: the full row for Orin Green Financial, LLC 19,379 $1.1M 0.45% -386 13F-HR Timeline Crescent Grove Advisors, LLC More: the full row for Crescent Grove Advisors, LLC 19,312 $1.1M 0.11% -6,293 13F-HR Timeline XML Financial, LLC More: the full row for XML Financial, LLC 19,215 $1.09M 0.09% -1,245 13F-HR Timeline WHALEROCK POINT PARTNERS, LLC More: the full row for WHALEROCK POINT PARTNERS, LLC 18,986 $1.08M 0.21% 0 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 18,950 $1.08M 0.02% +1,569 13F-HR Timeline Group CHILTON INVESTMENT CO INC. More: the full row for CHILTON INVESTMENT CO INC. 18,900 $1.07M 0.03% new 13F-HR Timeline Global Trust Wealth Management LLC More: the full row for Global Trust Wealth Management LLC 18,853 $1.07M 0.81% 0 13F-HR Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 18,594 $1.06M 0.05% +3,396 13F-HR Timeline GAMCO INVESTORS, INC. ET AL in group GAMCO Investors (Gabelli) More: the full row for GAMCO INVESTORS, INC. ET AL 18,588 $1.06M 0.01% +1,200 13F-HR Timeline Group Apex Wealth Management, LLC More: the full row for Apex Wealth Management, LLC 18,565 $1.05M 0.72% -42,243 13F-HR Timeline VANGUARD GROUP INC group of 2 filers holding More: the full row for VANGUARD GROUP INC 18,406 $1.05M new Timeline Redwood Park Advisors LLC More: the full row for Redwood Park Advisors LLC 18,380 $1.04M 0.77% +4,838 13F-HR Timeline BigSur Wealth Management LLC More: the full row for BigSur Wealth Management LLC 18,300 $1.04M 0.29% 0 13F-HR Timeline Texas Yale Capital Corp. More: the full row for Texas Yale Capital Corp. 18,259 $1.04M 0.03% 0 13F-HR Timeline G&S Capital LLC More: the full row for G&S Capital LLC 18,178 $1.03M 0.36% +822 13F-HR Timeline Kelsey Financial, LLC More: the full row for Kelsey Financial, LLC 18,134 $1.03M 0.9% -836 13F-HR Timeline Tranquilli Financial Advisor LLC More: the full row for Tranquilli Financial Advisor LLC 18,099 $1.03M 0.6% +810 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 18,081 $1.03M 0.07% -293 13F-HR Timeline Evercore Wealth Management, LLC More: the full row for Evercore Wealth Management, LLC 17,964 $1.02M 0.02% -92 13F-HR Timeline Independent Solutions Wealth Management… More: the full row for Independent Solutions Wealth Management, LLC 17,870 $1.01M 0.15% +9,465 13F-HR Timeline Connecticut Wealth Management, LLC More: the full row for Connecticut Wealth Management, LLC 17,586 $999K 0.04% 0 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 17,403 $988K 0.02% +338 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 17,398 $988K 0.03% 0 13F-HR/A Timeline Hudson Portfolio Management LLC More: the full row for Hudson Portfolio Management LLC 17,270 $981K 0.83% +300 13F-HR Timeline STEVENS CAPITAL MANAGEMENT LP More: the full row for STEVENS CAPITAL MANAGEMENT LP 17,200 $977K 0.15% new 13F-HR Timeline YHB Investment Advisors, Inc. More: the full row for YHB Investment Advisors, Inc. 17,180 $976K 0.07% +50 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 16,984 $972K 0.07% -2,731 13F-HR Timeline Sunpointe, LLC More: the full row for Sunpointe, LLC 17,068 $969K 0.32% -184 13F-HR Timeline Rossmore Private Capital More: the full row for Rossmore Private Capital 17,064 $969K 0.09% 0 13F-HR Timeline ACT WEALTH MANAGEMENT, LLC More: the full row for ACT WEALTH MANAGEMENT, LLC 16,988 $965K 0.32% +2,272 13F-HR Timeline Arcus Capital Partners, LLC More: the full row for Arcus Capital Partners, LLC 16,886 $959K 0.34% +167 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 16,819 $955K <0.01% -617,396 13F-HR/A Timeline Group RiverGlades Family Offices LLC More: the full row for RiverGlades Family Offices LLC 16,802 $954K 0.56% 13F-HR Timeline Haverford Trust Co More: the full row for Haverford Trust Co 16,794 $954K 0.01% +3,242 13F-HR Timeline CAPITAL ADVISORS INC/OK More: the full row for CAPITAL ADVISORS INC/OK 16,644 $945K 0.02% +4,924 13F-HR Timeline APPLETON PARTNERS INC/MA More: the full row for APPLETON PARTNERS INC/MA 16,636 $945K 0.07% -200 13F-HR Timeline Union Bancaire Privee, UBP SA More: the full row for Union Bancaire Privee, UBP SA 21,905 $940K 0.01% +688 13F-HR Timeline Bramshill Investments, LLC More: the full row for Bramshill Investments, LLC 16,400 $931K 0.08% new 13F-HR Timeline Cedar Wealth Management, LLC More: the full row for Cedar Wealth Management, LLC 16,379 $930K 0.27% 0 13F-HR Timeline Compagnie Lombard Odier SCmA More: the full row for Compagnie Lombard Odier SCmA 16,258 $923K 0.01% +3,496 13F-HR Timeline Impact Capital Partners LLC More: the full row for Impact Capital Partners LLC 16,201 $920K 0.28% +10,992 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 16,191 $919K 0.02% +1,875 13F-HR Timeline Group FIRST MANHATTAN CO. LLC. More: the full row for FIRST MANHATTAN CO. LLC. 16,138 $916K <0.01% -140 13F-HR Timeline Wealthspire Retirement, LLC More: the full row for Wealthspire Retirement, LLC 16,121 $916K 0.05% -888 13F-HR Timeline Gambit Capital Management, LLC More: the full row for Gambit Capital Management, LLC 16,049 $911K 0.65% +1,442 13F-HR Timeline Ascension Capital Advisors, Inc. More: the full row for Ascension Capital Advisors, Inc. 16,028 $910K 0.29% -127 13F-HR Timeline NOMURA ASSET MANAGEMENT INTERNATIONAL I… in group NOMURA ASSET MANAGEMENT CO LTD More: the full row for NOMURA ASSET MANAGEMENT INTERNATIONAL INC. 16,000 $909K <0.01% +1,280 13F-HR Timeline Group One Wealth Advisors, LLC More: the full row for One Wealth Advisors, LLC 16,005 $909K 0.11% -612 13F-HR Timeline BITTERROOT CAPITAL ADVISORS LLC More: the full row for BITTERROOT CAPITAL ADVISORS LLC 15,977 $907K 0.55% 0 13F-HR Timeline Limestone Investment Advisors LP More: the full row for Limestone Investment Advisors LP 15,870 $901K 0.44% new 13F-HR Timeline Belvedere Trading LLC More: the full row for Belvedere Trading LLC 15,753 $895K 0.12% new 13F-HR Timeline EVERETT HARRIS & CO /CA/ More: the full row for EVERETT HARRIS & CO /CA/ 15,693 $891K 0.01% +2 13F-HR Timeline PATRIOT INVESTMENT MANAGEMENT GROUP, IN… More: the full row for PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 15,674 $890K 0.06% 0 13F-HR Timeline Stonebridge Capital Advisors LLC More: the full row for Stonebridge Capital Advisors LLC 15,600 $886K 0.06% 0 13F-HR Timeline Franklin, Parlapiano, Turner & Welch, L… More: the full row for Franklin, Parlapiano, Turner & Welch, LLC 14,156 $883K 0.21% 0 13F-HR Timeline Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 15,496 $880K 0.13% +1 13F-HR Timeline Chesapeake Wealth Management More: the full row for Chesapeake Wealth Management 15,447 $877K 0.27% -98 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 15,445 $877K 0.01% -1,170 13F-HR Timeline WCG Wealth Advisors LLC More: the full row for WCG Wealth Advisors LLC 15,431 $876K 0.02% -9,907 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 15,421 $876K 0.02% -10,679 13F-HR Timeline Rothschild Wealth LLC More: the full row for Rothschild Wealth LLC 15,309 $869K 0.08% +707 13F-HR Timeline Madden Advisory Services, Inc. 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