Fieldview Capital Management, LLC More: the full row for Fieldview Capital Management, LLC 15,699 $1.92M 0.3% 13F-HR Timeline NINE MASTS CAPITAL Ltd More: the full row for NINE MASTS CAPITAL Ltd 15,690 $1.92M 0.35% +6,778 13F-HR Timeline Westover Capital Advisors, LLC More: the full row for Westover Capital Advisors, LLC 15,669 $1.92M 0.42% -155 13F-HR Timeline MIDDLETON & CO INC/MA More: the full row for MIDDLETON & CO INC/MA 15,223 $1.87M 0.21% -5 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 15,206 $1.86M 0.4% +31 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 14,993 $1.84M 0.15% +7,629 13F-HR Timeline FLPUTNAM INVESTMENT MANAGEMENT CO More: the full row for FLPUTNAM INVESTMENT MANAGEMENT CO 14,958 $1.83M 0.03% -93 13F-HR Timeline CRITERION CAPITAL ADVISORS, LLC More: the full row for CRITERION CAPITAL ADVISORS, LLC 14,544 $1.83M 1.15% 0 13F-HR Timeline Howard Capital Management, LLC More: the full row for Howard Capital Management, LLC 14,912 $1.83M 0.03% +2,529 13F-HR Timeline CONNABLE OFFICE INC More: the full row for CONNABLE OFFICE INC 14,878 $1.82M 0.19% -2 13F-HR Timeline Harfst & Associates, Inc. More: the full row for Harfst & Associates, Inc. 14,789 $1.81M 0.38% +102 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 14,723 $1.8M 0.02% +2,212 13F-HR Timeline GRIES FINANCIAL LLC More: the full row for GRIES FINANCIAL LLC 14,598 $1.79M 0.32% new 13F-HR Timeline B. Metzler seel. Sohn & Co. AG in group B. Metzler seel. Sohn & Co. AG More: the full row for B. Metzler seel. Sohn & Co. AG 14,586 $1.79M 0.02% -18,720 13F-HR Timeline Group TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 14,555 $1.78M 0.23% -161 13F-HR Timeline DOLIVER ADVISORS, LP More: the full row for DOLIVER ADVISORS, LP 14,473 $1.77M 0.49% -2,133 13F-HR Timeline ROMANO BROTHERS AND COMPANY More: the full row for ROMANO BROTHERS AND COMPANY 14,450 $1.77M 0.22% +700 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 13,976 $1.77M 0.18% +799 13F-HR Timeline Wahed Invest LLC More: the full row for Wahed Invest LLC 14,403 $1.77M 0.29% new 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 14,309 $1.75M 0.09% +4,767 13F-HR Timeline RENAISSANCE GROUP LLC More: the full row for RENAISSANCE GROUP LLC 14,252 $1.75M 0.07% -247,030 13F-HR Timeline Sprinkle Financial Consultants LLC More: the full row for Sprinkle Financial Consultants LLC 14,231 $1.74M 1.19% 0 13F-HR Timeline Harvest Portfolios Group Inc. More: the full row for Harvest Portfolios Group Inc. 14,040 $1.72M 0.06% +888 13F-HR Timeline 3Chopt Investment Partners, LLC More: the full row for 3Chopt Investment Partners, LLC 13,976 $1.71M 0.59% +3,069 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 13,854 $1.7M 0.11% -817 13F-HR Timeline Group DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 13,835 $1.7M 0.07% +2,598 13F-HR/A Timeline UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT… More: the full row for UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT CO 13,792 $1.69M 0.2% new 13F-HR Timeline Ellsworth Advisors, LLC More: the full row for Ellsworth Advisors, LLC 13,665 $1.68M 0.44% +633 13F-HR Timeline PARR MCKNIGHT WEALTH MANAGEMENT GROUP, … More: the full row for PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC 13,589 $1.67M 0.24% 13F-HR Timeline Essential Planning, LLC. More: the full row for Essential Planning, LLC. 13,000 $1.66M 0.01% new 13F-HR Timeline Weaver C. Barksdale & Associates, Inc. More: the full row for Weaver C. Barksdale & Associates, Inc. 13,448 $1.65M 1.58% -338 13F-HR Timeline ARVEST INVESTMENTS, INC. More: the full row for ARVEST INVESTMENTS, INC. 13,425 $1.65M 0.26% +420 13F-HR Timeline MOKAN Wealth Management Inc. More: the full row for MOKAN Wealth Management Inc. 13,429 $1.64M 1.05% 13F-HR Timeline CHILTON CAPITAL MANAGEMENT LLC More: the full row for CHILTON CAPITAL MANAGEMENT LLC 13,372 $1.64M 0.07% -580 13F-HR Timeline Values First Advisors, Inc. More: the full row for Values First Advisors, Inc. 13,226 $1.62M 0.89% -1,653 13F-HR Timeline Schechter Investment Advisors, LLC More: the full row for Schechter Investment Advisors, LLC 13,215 $1.62M 0.12% -152 13F-HR Timeline Altman Advisors, Inc. More: the full row for Altman Advisors, Inc. 13,199 $1.62M 0.69% +252 13F-HR Timeline Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 13,153 $1.61M -274 Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 13,121 $1.61M 0.05% +528 13F-HR Timeline UNITED SERVICES AUTOMOBILE ASSOCIATION in group UNITED SERVICES AUTOMOBILE AS… More: the full row for UNITED SERVICES AUTOMOBILE ASSOCIATION 13,112 $1.61M 0.05% -403 13F-HR Timeline Group Generali Investments CEE, investicni sp… More: the full row for Generali Investments CEE, investicni spolecnost, a.s. 13,100 $1.61M 0.17% 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 13,066 $1.6M 0.02% +2,303 13F-HR Timeline Group MILLER HOWARD INVESTMENTS INC /NY More: the full row for MILLER HOWARD INVESTMENTS INC /NY 12,999 $1.59M 0.05% +1,107 13F-HR Timeline Slagle Financial, LLC More: the full row for Slagle Financial, LLC 12,952 $1.59M 0.71% +318 13F-HR Timeline Inspire Investing, LLC group of 2 filers holding More: the full row for Inspire Investing, LLC 12,924 $1.58M +3,506 Timeline Berkeley Capital Partners, LLC More: the full row for Berkeley Capital Partners, LLC 12,915 $1.58M 0.44% -135 13F-HR Timeline Papamarkou Wellner Asset Management inc. More: the full row for Papamarkou Wellner Asset Management inc. 12,805 $1.57M 1.08% 13F-HR Timeline Formidable Asset Management, LLC More: the full row for Formidable Asset Management, LLC 12,800 $1.57M 0.26% +554 13F-HR Timeline WINTON GROUP Ltd in group WINTON GROUP Ltd More: the full row for WINTON GROUP Ltd 12,717 $1.56M 0.1% +10,894 13F-HR Timeline Group VISTA INVESTMENT MANAGEMENT More: the full row for VISTA INVESTMENT MANAGEMENT 12,713 $1.56M 0.59% -91 13F-HR Timeline NICOLET BANKSHARES INC group of 2 filers holding More: the full row for NICOLET BANKSHARES INC 12,242 $1.55M -68 Timeline GLENMEDE TRUST CO NA in group GLENMEDE TRUST CO NA More: the full row for GLENMEDE TRUST CO NA 12,653 $1.55M 0.01% -1,621 13F-HR Timeline Group Edge Capital Group, LLC More: the full row for Edge Capital Group, LLC 12,639 $1.55M 0.08% +206 13F-HR Timeline Audent Global Asset Management, LLC More: the full row for Audent Global Asset Management, LLC 12,639 $1.55M 1.01% +10,242 13F-HR Timeline Bleakley Financial Group, LLC More: the full row for Bleakley Financial Group, LLC 12,584 $1.54M 0.05% +68 13F-HR Timeline CX Institutional More: the full row for CX Institutional 12,564 $1.54M 0.06% +535 13F-HR Timeline Stonebridge Capital Advisors LLC More: the full row for Stonebridge Capital Advisors LLC 12,481 $1.53M 0.12% -687 13F-HR Timeline Community Bank, N.A. More: the full row for Community Bank, N.A. 12,452 $1.53M 0.2% +1,090 13F-HR Timeline OXFORD ASSET MANAGEMENT LLP More: the full row for OXFORD ASSET MANAGEMENT LLP 12,433 $1.52M 0.7% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 11,281 $1.52M 0.09% +459 13F-HR Timeline AlphaQuest LLC More: the full row for AlphaQuest LLC 12,415 $1.52M 0.2% +6,216 13F-HR Timeline Marion Wealth Management More: the full row for Marion Wealth Management 12,354 $1.51M 0.4% +343 13F-HR Timeline 44 WEALTH MANAGEMENT LLC More: the full row for 44 WEALTH MANAGEMENT LLC 12,288 $1.51M 0.58% -692 13F-HR Timeline EIGHT 31 FINANCIAL, LLC More: the full row for EIGHT 31 FINANCIAL, LLC 12,248 $1.5M 1.13% -87 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 12,241 $1.5M 0.19% -101 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 12,190 $1.49M 0.09% -330 13F-HR Timeline Sippican Capital Advisors More: the full row for Sippican Capital Advisors 12,183 $1.49M 1.09% -45 13F-HR Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 12,092 $1.48M 0.02% +1,059 13F-HR Timeline Group BNP PARIBAS ASSET MANAGEMENT Holding S.… in group BNP PARIBAS ASSET MANAGEMENT … More: the full row for BNP PARIBAS ASSET MANAGEMENT Holding S.A. 12,086 $1.48M <0.01% +102 13F-HR Timeline Group Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 12,072 $1.48M 0.05% +2,440 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 12,069 $1.48M 0.05% -290 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 12,061 $1.48M 0.01% -1,779 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 12,055 $1.48M 0.04% +1,431 13F-HR Timeline Aster Capital Management (DIFC) Ltd More: the full row for Aster Capital Management (DIFC) Ltd 12,047 $1.48M 0.56% +4,927 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 12,034 $1.48M 0.08% +270 13F-HR Timeline Linden Thomas Advisory Services, LLC More: the full row for Linden Thomas Advisory Services, LLC 11,856 $1.45M 0.18% +859 13F-HR Timeline ALPS ADVISORS INC in group ALPS ADVISORS INC More: the full row for ALPS ADVISORS INC 11,844 $1.45M 0.01% +312 13F-HR Timeline Group Boit C F David More: the full row for Boit C F David 11,750 $1.44M 0.59% 0 13F-HR Timeline NEW ENGLAND ASSET MANAGEMENT INC More: the full row for NEW ENGLAND ASSET MANAGEMENT INC 11,715 $1.44M 0.25% 0 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 11,706 $1.44M 0.05% -722 13F-HR Timeline ACCESS FINANCIAL SERVICES, INC. More: the full row for ACCESS FINANCIAL SERVICES, INC. 11,698 $1.43M 0.64% +63 13F-HR Timeline SOMERVILLE KURT F More: the full row for SOMERVILLE KURT F 11,670 $1.43M 0.24% 0 13F-HR Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 11,619 $1.42M 0.11% -1,327 13F-HR Timeline Impact Partnership Wealth, LLC More: the full row for Impact Partnership Wealth, LLC 11,618 $1.42M 0.29% +504 13F-HR Timeline First Business Financial Services, Inc. More: the full row for First Business Financial Services, Inc. 11,605 $1.42M 0.14% +453 13F-HR Timeline Cohen Klingenstein LLC More: the full row for Cohen Klingenstein LLC 11,600 $1.42M 0.05% 0 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 11,577 $1.42M 0.04% -2,930 13F-HR Timeline Group Bahl & Gaynor LLC More: the full row for Bahl & Gaynor LLC 11,556 $1.42M 0.01% -2,600 13F-HR Timeline Decatur Capital Management, Inc. More: the full row for Decatur Capital Management, Inc. 11,543 $1.41M 0.64% -164 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 11,471 $1.41M 0.01% +2,196 13F-HR Timeline Nilsine Partners, LLC More: the full row for Nilsine Partners, LLC 11,313 $1.39M 0.15% +1,564 13F-HR Timeline CORNERCAP INVESTMENT COUNSEL INC More: the full row for CORNERCAP INVESTMENT COUNSEL INC 11,272 $1.38M 0.45% -461 13F-HR Timeline Bollard Group LLC More: the full row for Bollard Group LLC 11,224 $1.38M 0.04% +83 13F-HR Timeline GREENLEAF TRUST More: the full row for GREENLEAF TRUST 11,192 $1.37M 0.01% -767 13F-HR Timeline Processus Wealth & Capital Management, … More: the full row for Processus Wealth & Capital Management, LLC 11,061 $1.36M 1.08% +62 13F-HR Timeline Simmons Bank in group Simmons Bank More: the full row for Simmons Bank 11,044 $1.35M 0.1% +1,676 13F-HR Timeline Group DELPHI MANAGEMENT INC /MA/ More: the full row for DELPHI MANAGEMENT INC /MA/ 10,966 $1.34M 1.3% -78 13F-HR Timeline MOODY NATIONAL BANK TRUST DIVISION in group MOODY NATIONAL BANK TRUST DIV… More: the full row for MOODY NATIONAL BANK TRUST DIVISION 10,890 $1.33M 0.14% -275 13F-HR Timeline Group ARGA Investment Management, LP More: the full row for ARGA Investment Management, LP 10,825 $1.33M 0.04% 0 13F-HR Timeline Vestcor Inc More: the full row for Vestcor Inc 10,766 $1.32M 0.04% -10 13F-HR Timeline GSA CAPITAL PARTNERS LLP More: the full row for GSA CAPITAL PARTNERS LLP 10,755 $1.32M 0.1% +651 13F-HR Timeline RETIREMENT GUYS FORMULA LLC More: the full row for RETIREMENT GUYS FORMULA LLC 10,708 $1.31M 0.66% -376 13F-HR Timeline Lindenwold Advisors, INC More: the full row for Lindenwold Advisors, INC 10,693 $1.31M 0.7% -233 13F-HR Timeline Confluence Wealth Services, Inc. More: the full row for Confluence Wealth Services, Inc. 9,694 $1.3M 0.08% +45 13F-HR Timeline Greenline Partners, LLC More: the full row for Greenline Partners, LLC 10,592 $1.3M 0.18% 0 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 10,565 $1.3M 0.01% -38 13F-HR/A Timeline Texas Yale Capital Corp. More: the full row for Texas Yale Capital Corp. 10,540 $1.29M 0.05% +400 13F-HR Timeline Scientech Research LLC More: the full row for Scientech Research LLC 10,487 $1.29M 0.36% new 13F-HR Timeline Royal Fund Management, LLC More: the full row for Royal Fund Management, LLC 10,400 $1.27M 0.14% -17,222 13F-HR Timeline Investors Towarzystwo Funduszy Inwestyc… More: the full row for Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna 10,552 $1.27M 0.51% -631 13F-HR Timeline IMC-Chicago, LLC More: the full row for IMC-Chicago, LLC 10,377 $1.27M 0.03% new 13F-HR Timeline Redwood Investments, LLC More: the full row for Redwood Investments, LLC 10,375 $1.27M 0.34% +15 13F-HR Timeline Stamos Capital Partners, L.P. More: the full row for Stamos Capital Partners, L.P. 10,360 $1.27M 0.3% +2,540 13F-HR Timeline LONGFELLOW INVESTMENT MANAGEMENT CO LLC More: the full row for LONGFELLOW INVESTMENT MANAGEMENT CO LLC 10,354 $1.27M 0.33% -664 13F-HR Timeline HORIZON KINETICS ASSET MANAGEMENT LLC More: the full row for HORIZON KINETICS ASSET MANAGEMENT LLC 10,218 $1.25M 0.02% +150 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 9,329 $1.25M 0.01% +1,744 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 10,197 $1.25M 0.08% +192 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 10,196 $1.25M 0.05% +233 13F-HR Timeline Kimelman & Baird, LLC More: the full row for Kimelman & Baird, LLC 10,095 $1.24M 0.1% 0 13F-HR Timeline Empire Financial Management Company, LLC More: the full row for Empire Financial Management Company, LLC 10,011 $1.23M 0.38% +627 13F-HR Timeline CHATHAM CAPITAL GROUP, INC. More: the full row for CHATHAM CAPITAL GROUP, INC. 9,952 $1.22M 0.2% +105 13F-HR Timeline Brady Martz Wealth Solutions, LLC More: the full row for Brady Martz Wealth Solutions, LLC 8,968 $1.22M 0.29% 13F-HR Timeline Insight Inv LLC More: the full row for Insight Inv LLC 9,826 $1.2M 0.84% +441 13F-HR Timeline River Street Advisors LLC More: the full row for River Street Advisors LLC 9,820 $1.2M 0.62% +422 13F-HR Timeline LaFleur & Godfrey LLC More: the full row for LaFleur & Godfrey LLC 9,819 $1.2M 0.16% -1,015 13F-HR/A Timeline Blackstone Inc. in group Blackstone Inc. More: the full row for Blackstone Inc. 9,675 $1.19M 0.01% -538 13F-HR Timeline Group Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 9,583 $1.17M 0.02% -887 13F-HR Timeline DMC Group, LLC More: the full row for DMC Group, LLC 9,546 $1.17M 0.95% +129 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 9,529 $1.17M <0.01% +2,290 13F-HR Timeline Group STABLEFORD CAPITAL II LLC More: the full row for STABLEFORD CAPITAL II LLC 9,374 $1.15M 0.45% -155 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 9,346 $1.15M 0.16% -530 13F-HR Timeline BUCKHEAD CAPITAL MANAGEMENT LLC More: the full row for BUCKHEAD CAPITAL MANAGEMENT LLC 9,350 $1.15M 0.37% -5,795 13F-HR Timeline Weaver Capital Management LLC More: the full row for Weaver Capital Management LLC 9,299 $1.14M 0.32% +513 13F-HR Timeline CITIZENS & NORTHERN CORP in group CITIZENS & NORTHERN CORP More: the full row for CITIZENS & NORTHERN CORP 9,253 $1.13M 0.31% +51 13F-HR Timeline Group FORTEM FINANCIAL GROUP, LLC More: the full row for FORTEM FINANCIAL GROUP, LLC 9,234 $1.13M 0.44% +164 13F-HR Timeline W.H. Cornerstone Investments Inc. More: the full row for W.H. Cornerstone Investments Inc. 9,221 $1.13M 0.75% +340 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 9,176 $1.12M 0.05% +1,047 13F-HR Timeline Bryn Mawr Trust Advisors, LLC More: the full row for Bryn Mawr Trust Advisors, LLC 9,105 $1.12M 0.06% +1,777 13F-HR/A Timeline DIVIDEND ASSETS CAPITAL, LLC More: the full row for DIVIDEND ASSETS CAPITAL, LLC 9,096 $1.12M 0.22% -460 13F-HR Timeline Freedom Day Solutions, LLC More: the full row for Freedom Day Solutions, LLC 9,086 $1.11M 0.33% +1,272 13F-HR Timeline New Age Alpha Advisors, LLC More: the full row for New Age Alpha Advisors, LLC 9,057 $1.11M 0.04% new 13F-HR/A Timeline RAHLFS CAPITAL, LLC More: the full row for RAHLFS CAPITAL, LLC 9,040 $1.11M 1.1% 13F-HR/A Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 9,018 $1.11M 0.02% +355 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 8,964 $1.1M 0.02% -103 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. EVENTIDE ASSET MANAGEMENT, LLC More: the full row for EVENTIDE ASSET MANAGEMENT, LLC 9,077 $1.09M 0.02% -15,633 13F-HR Timeline GATEWAY INVESTMENT ADVISERS LLC More: the full row for GATEWAY INVESTMENT ADVISERS LLC 8,879 $1.09M 0.01% -4,836 13F-HR Timeline Riverstone Advisors, LLC More: the full row for Riverstone Advisors, LLC 8,751 $1.07M 0.61% -443 13F-HR Timeline Holt Capital Advisors, L.L.C. dba Holt … More: the full row for Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 8,650 $1.06M 0.16% -14 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 8,609 $1.06M 0.09% +594 13F-HR Timeline INSPIRE TRUST CO, N.A. More: the full row for INSPIRE TRUST CO, N.A. 8,600 $1.05M 0.27% +1,000 13F-HR Timeline Horizon Investment Services, LLC More: the full row for Horizon Investment Services, LLC 8,573 $1.05M 0.45% -8,432 13F-HR Timeline JMAC ENTERPRISES LLC More: the full row for JMAC ENTERPRISES LLC 8,498 $1.04M 0.16% +648 13F-HR Timeline Argyle Capital Partners, LLC More: the full row for Argyle Capital Partners, LLC 8,451 $1.04M 0.89% 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 8,413 $1.03M 0.01% +513 13F-HR Timeline 1858 WEALTH MANAGEMENT, LLC More: the full row for 1858 WEALTH MANAGEMENT, LLC 8,380 $1.03M 0.81% +581 13F-HR Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 8,380 $1.03M 0.08% +380 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 7,811 $1.03M 0.05% +924 13F-HR Timeline Norway Savings Bank More: the full row for Norway Savings Bank 8,373 $1.03M 0.57% +410 13F-HR Timeline Cravens & Co Advisors, LLC More: the full row for Cravens & Co Advisors, LLC 8,352 $1.02M 0.78% +199 13F-HR Timeline Radnor Capital Management, LLC More: the full row for Radnor Capital Management, LLC 8,335 $1.02M 0.17% -745 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 8,326 $1.02M 0.02% +276 13F-HR Timeline Qsemble Capital Management, LP More: the full row for Qsemble Capital Management, LP 8,314 $1.02M 0.14% new 13F-HR Timeline MUFG SECURITIES AMERICAS INC. More: the full row for MUFG SECURITIES AMERICAS INC. 8,304 $1.02M 0.13% 13F-HR Timeline Quadcap Wealth Management, LLC More: the full row for Quadcap Wealth Management, LLC 8,171 $1M 0.15% -105 13F-HR Timeline Alpha DNA Investment Management LLC More: the full row for Alpha DNA Investment Management LLC 8,165 $1M 0.55% -8,020 13F-HR Timeline Lifestyle Asset Management, Inc. More: the full row for Lifestyle Asset Management, Inc. 8,152 $999K 0.54% +446 13F-HR Timeline Laird Norton Wetherby Wealth Management… More: the full row for Laird Norton Wetherby Wealth Management, LLC 8,140 $998K 0.05% -10 13F-HR Timeline CAPE ANN SAVINGS BANK More: the full row for CAPE ANN SAVINGS BANK 8,137 $997K 0.59% -542 13F-HR Timeline EADS & HEALD WEALTH MANAGEMENT More: the full row for EADS & HEALD WEALTH MANAGEMENT 8,119 $995K 0.49% +1,855 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 8,080 $990K 0.02% +227 13F-HR/A Timeline Group Erste Asset Management GmbH in group Erste Asset Management GmbH More: the full row for Erste Asset Management GmbH 8,220 $990K 0.01% +8,220 13F-HR Timeline Group Forvis Mazars Wealth Advisors, LLC More: the full row for Forvis Mazars Wealth Advisors, LLC 8,060 $988K 0.02% new 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 8,040 $986K 0.19% +4,254 13F-HR Timeline Connecticut Wealth Management, LLC More: the full row for Connecticut Wealth Management, LLC 8,016 $983K 0.05% -15 13F-HR Timeline PEAPACK GLADSTONE FINANCIAL CORP More: the full row for PEAPACK GLADSTONE FINANCIAL CORP 8,006 $981K 0.01% +38 13F-HR Timeline Carnegie Lake Advisors LLC More: the full row for Carnegie Lake Advisors LLC 8,000 $981K 0.4% 0 13F-HR Timeline Huber Capital Management LLC More: the full row for Huber Capital Management LLC 8,000 $981K 0.2% -3,900 13F-HR Timeline LVW Advisors, LLC More: the full row for LVW Advisors, LLC 7,977 $978K 0.12% -959 13F-HR Timeline FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 7,931 $972K 0.09% +183 13F-HR Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 7,254 $960K 0.05% +678 13F-HR Timeline Wellington Shields Capital Management, … group of 2 filers holding More: the full row for Wellington Shields Capital Management, LLC 7,744 $949K -3,491 Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 7,703 $944K 0.03% +600 13F-HR Timeline Group Rossmore Private Capital More: the full row for Rossmore Private Capital 7,694 $943K 0.12% +65 13F-HR Timeline STONERIDGE INVESTMENT PARTNERS LLC More: the full row for STONERIDGE INVESTMENT PARTNERS LLC 7,671 $940K 0.34% -100 13F-HR Timeline Altus Wealth Group LLC More: the full row for Altus Wealth Group LLC 7,656 $938K 0.42% -190 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 7,652 $938K 0.07% +48 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. 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