OSTRUM ASSET MANAGEMENT More: the full row for OSTRUM ASSET MANAGEMENT 16,792 $1.88M 0.08% -518 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 15,908 $1.86M <0.01% +1,948 13F-HR Timeline Group Consolidated Investment Group LLC More: the full row for Consolidated Investment Group LLC 16,600 $1.86M 0.23% -6,570 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 16,307 $1.83M 0.04% +1,724 13F-HR Timeline Hills Bank & Trust Co in group Hills Bank & Trust Co More: the full row for Hills Bank & Trust Co 16,151 $1.81M 0.11% +282 13F-HR Timeline Group Hudson Canyon Capital Management More: the full row for Hudson Canyon Capital Management 17,117 $1.81M 1.04% 0 13F-HR Timeline Values First Advisors, Inc. More: the full row for Values First Advisors, Inc. 15,956 $1.79M 0.96% -45 13F-HR Timeline 3Chopt Investment Partners, LLC More: the full row for 3Chopt Investment Partners, LLC 15,945 $1.79M 0.41% +540 13F-HR Timeline TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 15,909 $1.78M 0.18% +760 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 15,745 $1.77M 0.01% +1,414 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 15,695 $1.76M <0.01% +255 13F-HR Timeline Group Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 15,651 $1.75M 0.01% +145 13F-HR Timeline Group Jump Financial, LLC in group Jump Financial, LLC More: the full row for Jump Financial, LLC 15,577 $1.75M 0.02% new 13F-HR/A Timeline Group JARISLOWSKY, FRASER Ltd More: the full row for JARISLOWSKY, FRASER Ltd 15,525 $1.74M 0.01% 0 13F-HR Timeline Williams Jones Wealth Management, LLC. More: the full row for Williams Jones Wealth Management, LLC. 15,505 $1.74M 0.02% -655 13F-HR Timeline Pekin Hardy Strauss, Inc. More: the full row for Pekin Hardy Strauss, Inc. 15,504 $1.74M 0.17% -4,201 13F-HR Timeline BW Gestao de Investimentos Ltda. More: the full row for BW Gestao de Investimentos Ltda. 15,488 $1.74M 0.13% new 13F-HR Timeline GATEWAY INVESTMENT ADVISERS LLC More: the full row for GATEWAY INVESTMENT ADVISERS LLC 15,446 $1.73M 0.02% +4,785 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 15,421 $1.73M 0.02% +33 13F-HR Timeline Keebeck Wealth Management More: the full row for Keebeck Wealth Management 15,412 $1.73M 0.2% -679 13F-HR Timeline Berkeley Capital Partners, LLC More: the full row for Berkeley Capital Partners, LLC 15,220 $1.71M 0.4% +385 13F-HR Timeline Westover Capital Advisors, LLC More: the full row for Westover Capital Advisors, LLC 15,142 $1.7M 0.31% -61 13F-HR Timeline Harvest Portfolios Group Inc. More: the full row for Harvest Portfolios Group Inc. 14,889 $1.67M 0.03% +1,848 13F-HR Timeline RETIREMENT GUYS FORMULA LLC More: the full row for RETIREMENT GUYS FORMULA LLC 14,809 $1.66M 0.58% +652 13F-HR Timeline MUFG SECURITIES AMERICAS INC. More: the full row for MUFG SECURITIES AMERICAS INC. 14,723 $1.65M 0.11% +2,627 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 14,712 $1.65M 0.04% -1,790 13F-HR Timeline Group Wahed Invest LLC More: the full row for Wahed Invest LLC 14,666 $1.64M 0.22% -348 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 14,639 $1.64M 0.01% +2,265 13F-HR/A Timeline Group FORTEM FINANCIAL GROUP, LLC More: the full row for FORTEM FINANCIAL GROUP, LLC 14,580 $1.63M 0.47% +1,122 13F-HR Timeline PKO Investment Management Joint-Stock Co More: the full row for PKO Investment Management Joint-Stock Co 14,500 $1.63M 0.14% 0 13F-HR Timeline Eisler Capital Management Ltd. More: the full row for Eisler Capital Management Ltd. 14,483 $1.62M 0.04% -5,801 13F-HR Timeline Formidable Asset Management, LLC More: the full row for Formidable Asset Management, LLC 13,565 $1.62M 0.26% +448 13F-HR Timeline Peak Retirement Planning, Inc. More: the full row for Peak Retirement Planning, Inc. 14,311 $1.6M 0.45% +2,946 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 14,291 $1.6M 0.05% -2,033 13F-HR Timeline Nilsine Partners, LLC More: the full row for Nilsine Partners, LLC 14,281 $1.6M 0.14% +792 13F-HR Timeline AXQ CAPITAL, LP More: the full row for AXQ CAPITAL, LP 14,270 $1.6M 0.61% new 13F-HR Timeline Aigen Investment Management, LP More: the full row for Aigen Investment Management, LP 14,251 $1.6M 0.25% new 13F-HR Timeline CONNABLE OFFICE INC More: the full row for CONNABLE OFFICE INC 14,230 $1.6M 0.15% +8 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 14,174 $1.59M 0.05% +765 13F-HR Timeline Qtron Investments LLC More: the full row for Qtron Investments LLC 14,123 $1.58M 0.2% +4,722 13F-HR Timeline Altman Advisors, Inc. More: the full row for Altman Advisors, Inc. 14,121 $1.58M 0.61% +86 13F-HR/A Timeline NICOLET BANKSHARES INC group of 2 filers holding More: the full row for NICOLET BANKSHARES INC 14,222 $1.58M +667 Timeline Sava Infond d.o.o. More: the full row for Sava Infond d.o.o. 14,110 $1.58M 0.22% 0 13F-HR Timeline PARR MCKNIGHT WEALTH MANAGEMENT GROUP, … More: the full row for PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC 14,096 $1.58M 0.21% +180 13F-HR Timeline DOLIVER ADVISORS, LP More: the full row for DOLIVER ADVISORS, LP 14,011 $1.57M 0.41% -121 13F-HR Timeline Empirical Financial Services, LLC d.b.a… More: the full row for Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 14,006 $1.57M 0.03% +1,247 13F-HR Timeline INSPIRE TRUST CO, N.A. More: the full row for INSPIRE TRUST CO, N.A. 14,000 $1.57M 0.29% +1,500 13F-HR Timeline GRIES FINANCIAL LLC More: the full row for GRIES FINANCIAL LLC 13,821 $1.55M 0.24% -160 13F-HR Timeline First Business Financial Services, Inc. More: the full row for First Business Financial Services, Inc. 13,820 $1.55M 0.14% -907 13F-HR Timeline Sprinkle Financial Consultants LLC More: the full row for Sprinkle Financial Consultants LLC 13,791 $1.55M 0.86% -440 13F-HR Timeline CX Institutional More: the full row for CX Institutional 13,789 $1.55M 0.05% +1,595 13F-HR Timeline Harfst & Associates, Inc. More: the full row for Harfst & Associates, Inc. 13,784 $1.55M 0.29% +73 13F-HR Timeline FIL Ltd in group FIL Ltd More: the full row for FIL Ltd 13,750 $1.54M <0.01% +7,429 13F-HR Timeline Group Marion Wealth Management More: the full row for Marion Wealth Management 13,640 $1.53M 0.36% +280 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 13,483 $1.49M 0.03% -826 13F-HR Timeline Portfolio Design Labs, LLC More: the full row for Portfolio Design Labs, LLC 13,310 $1.49M 0.26% +11,428 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 13,305 $1.49M 0.02% +321 13F-HR Timeline Teamwork Financial Advisors, LLC More: the full row for Teamwork Financial Advisors, LLC 13,288 $1.49M 0.16% -7 13F-HR Timeline Linden Thomas Advisory Services, LLC More: the full row for Linden Thomas Advisory Services, LLC 13,149 $1.47M 0.15% +249 13F-HR Timeline Stonebridge Capital Advisors LLC More: the full row for Stonebridge Capital Advisors LLC 13,131 $1.47M 0.11% +329 13F-HR Timeline Generali Investments CEE, investicni sp… More: the full row for Generali Investments CEE, investicni spolecnost, a.s. 13,100 $1.47M 0.11% 0 13F-HR Timeline Ridgewood Investments LLC More: the full row for Ridgewood Investments LLC 13,901 $1.46M 0.62% +2,119 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 12,960 $1.45M 0.01% -166 13F-HR/A Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 12,899 $1.45M 0.02% +4,209 13F-HR Timeline Group Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 12,891 $1.45M 0.15% +1,113 13F-HR Timeline 44 WEALTH MANAGEMENT LLC More: the full row for 44 WEALTH MANAGEMENT LLC 12,778 $1.43M 0.49% -428 13F-HR Timeline Papamarkou Wellner Asset Management inc. More: the full row for Papamarkou Wellner Asset Management inc. 12,778 $1.43M 0.89% 0 13F-HR Timeline Farringdon Capital, Ltd. More: the full row for Farringdon Capital, Ltd. 12,730 $1.43M 0.36% new 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 12,660 $1.42M 0.1% +1,458 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 12,589 $1.41M 0.12% +965 13F-HR Timeline Group Stamos Capital Partners, L.P. More: the full row for Stamos Capital Partners, L.P. 12,506 $1.4M 0.26% -4,718 13F-HR Timeline Polymer Capital Management (US) LLC More: the full row for Polymer Capital Management (US) LLC 12,460 $1.4M 0.19% new 13F-HR Timeline Weaver C. Barksdale & Associates, Inc. More: the full row for Weaver C. Barksdale & Associates, Inc. 12,233 $1.37M 1.32% -785 13F-HR Timeline ALPS ADVISORS INC in group ALPS ADVISORS INC More: the full row for ALPS ADVISORS INC 12,133 $1.36M 0.01% +917 13F-HR Timeline Group Sippican Capital Advisors More: the full row for Sippican Capital Advisors 12,116 $1.36M 0.9% -50 13F-HR Timeline VISTA INVESTMENT MANAGEMENT More: the full row for VISTA INVESTMENT MANAGEMENT 12,086 $1.36M 0.47% +2 13F-HR Timeline Processus Wealth & Capital Management, … More: the full row for Processus Wealth & Capital Management, LLC 12,043 $1.35M 0.97% +447 13F-HR Timeline Impact Partnership Wealth, LLC More: the full row for Impact Partnership Wealth, LLC 12,034 $1.35M 0.2% +1,421 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 11,880 $1.33M 0.02% +2,073 13F-HR Timeline Group Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 11,868 $1.33M 0.02% +177 13F-HR Timeline Group Bleakley Financial Group, LLC More: the full row for Bleakley Financial Group, LLC 11,865 $1.33M 0.03% +544 13F-HR Timeline Perbak Capital Partners LLP More: the full row for Perbak Capital Partners LLP 11,856 $1.33M 0.23% +5,390 13F-HR Timeline Procyon Advisors, LLC More: the full row for Procyon Advisors, LLC 11,810 $1.32M 0.08% +3,681 13F-HR Timeline River Street Advisors LLC More: the full row for River Street Advisors LLC 11,800 $1.32M 0.51% +804 13F-HR Timeline Boit C F David More: the full row for Boit C F David 11,750 $1.32M 0.6% 0 13F-HR Timeline Bollard Group LLC More: the full row for Bollard Group LLC 11,747 $1.32M 0.03% +93 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 11,728 $1.31M 0.05% -10,614 13F-HR Timeline NEW ENGLAND ASSET MANAGEMENT INC More: the full row for NEW ENGLAND ASSET MANAGEMENT INC 11,715 $1.31M 0.17% 0 13F-HR Timeline Decatur Capital Management, Inc. More: the full row for Decatur Capital Management, Inc. 11,644 $1.31M 0.52% +81 13F-HR Timeline Cohen Klingenstein LLC More: the full row for Cohen Klingenstein LLC 11,600 $1.3M 0.04% 0 13F-HR Timeline SCS Capital Management LLC More: the full row for SCS Capital Management LLC 11,590 $1.3M 0.01% -589 13F-HR Timeline KLEIN PAVLIS & PEASLEY FINANCIAL, INC. More: the full row for KLEIN PAVLIS & PEASLEY FINANCIAL, INC. 11,580 $1.3M 0.8% new 13F-HR Timeline Glenmede Investment Management, LP More: the full row for Glenmede Investment Management, LP 11,546 $1.29M 0.01% -71,410 13F-HR Timeline Summit Trail Advisors, LLC More: the full row for Summit Trail Advisors, LLC 11,516 $1.29M 0.02% +7,018 13F-HR Timeline Vestcor Inc More: the full row for Vestcor Inc 11,456 $1.28M 0.04% 0 13F-HR Timeline MOORE CAPITAL MANAGEMENT, LP More: the full row for MOORE CAPITAL MANAGEMENT, LP 11,442 $1.28M 0.03% new 13F-HR Timeline EIGHT 31 FINANCIAL, LLC More: the full row for EIGHT 31 FINANCIAL, LLC 11,424 $1.28M 0.72% 0 13F-HR Timeline Simmons Bank in group Simmons Bank More: the full row for Simmons Bank 11,364 $1.27M 0.08% +238 13F-HR Timeline Group Orca Wealth Management, LLC More: the full row for Orca Wealth Management, LLC 11,348 $1.27M 0.96% +298 13F-HR Timeline HANCOCK WHITNEY CORP More: the full row for HANCOCK WHITNEY CORP 11,338 $1.27M 0.02% +556 13F-HR Timeline Texas Yale Capital Corp. More: the full row for Texas Yale Capital Corp. 11,250 $1.26M 0.04% +380 13F-HR Timeline DELTA CAPITAL MANAGEMENT LLC More: the full row for DELTA CAPITAL MANAGEMENT LLC 11,085 $1.24M 0.64% -5 13F-HR Timeline AXA S.A. in group AXA S.A. More: the full row for AXA S.A. 11,060 $1.24M 0.62% -296,377 13F-HR Timeline Group Confluence Wealth Services, Inc. More: the full row for Confluence Wealth Services, Inc. 11,036 $1.24M 0.06% +378 13F-HR Timeline LONGFELLOW INVESTMENT MANAGEMENT CO LLC More: the full row for LONGFELLOW INVESTMENT MANAGEMENT CO LLC 10,967 $1.23M 0.29% -2,303 13F-HR Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 10,917 $1.22M 0.01% +866 13F-HR Timeline Group Lindenwold Advisors, INC More: the full row for Lindenwold Advisors, INC 10,881 $1.22M 0.58% +93 13F-HR Timeline CHATHAM CAPITAL GROUP, INC. More: the full row for CHATHAM CAPITAL GROUP, INC. 10,844 $1.22M 0.17% -175 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 10,837 $1.22M 0.06% -1,513 13F-HR Timeline Group Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 10,816 $1.21M 0.01% -1,055 13F-HR Timeline Commonwealth Retirement Investments LLC More: the full row for Commonwealth Retirement Investments LLC 10,772 $1.21M 0.41% +1,144 13F-HR Timeline CORNERCAP INVESTMENT COUNSEL INC More: the full row for CORNERCAP INVESTMENT COUNSEL INC 10,686 $1.2M 0.6% -180 13F-HR Timeline ACCESS FINANCIAL SERVICES, INC. More: the full row for ACCESS FINANCIAL SERVICES, INC. 10,683 $1.2M 0.43% -219 13F-HR Timeline Greenline Partners, LLC More: the full row for Greenline Partners, LLC 10,644 $1.19M 0.15% 0 13F-HR Timeline GREENLEAF TRUST More: the full row for GREENLEAF TRUST 10,612 $1.19M 0.01% -217 13F-HR Timeline FLPUTNAM INVESTMENT MANAGEMENT CO More: the full row for FLPUTNAM INVESTMENT MANAGEMENT CO 10,567 $1.18M 0.02% -2,627 13F-HR Timeline Stonegate Investment Group, LLC More: the full row for Stonegate Investment Group, LLC 10,548 $1.18M 0.03% -631 13F-HR Timeline Ascentis Wealth Management, LLC in group Ascentis Wealth Management, L… More: the full row for Ascentis Wealth Management, LLC 10,435 $1.17M 0.25% +224 13F-HR Timeline Group MUFG Securities EMEA plc More: the full row for MUFG Securities EMEA plc 10,451 $1.17M 0.03% +8,838 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 10,433 $1.15M 0.04% +2,649 13F-HR Timeline SOMERVILLE KURT F More: the full row for SOMERVILLE KURT F 10,200 $1.14M 0.19% 0 13F-HR Timeline Altus Wealth Group LLC More: the full row for Altus Wealth Group LLC 10,143 $1.14M 0.47% -72 13F-HR Timeline Quadcap Wealth Management, LLC More: the full row for Quadcap Wealth Management, LLC 10,132 $1.14M 0.13% -664 13F-HR Timeline WRIGHT INVESTORS SERVICE INC More: the full row for WRIGHT INVESTORS SERVICE INC 10,129 $1.14M 0.33% -83 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Bryn Mawr Trust Advisors, LLC More: the full row for Bryn Mawr Trust Advisors, LLC 10,124 $1.14M 0.06% +997 13F-HR Timeline RENASANT BANK More: the full row for RENASANT BANK 10,078 $1.13M 0.72% +999 13F-HR Timeline CHILTON CAPITAL MANAGEMENT LLC More: the full row for CHILTON CAPITAL MANAGEMENT LLC 10,051 $1.13M 0.04% -2,107 13F-HR Timeline MIDDLETON & CO INC/MA More: the full row for MIDDLETON & CO INC/MA 10,018 $1.12M 0.12% -1,665 13F-HR Timeline W.H. Cornerstone Investments Inc. More: the full row for W.H. Cornerstone Investments Inc. 9,965 $1.12M 0.68% -426 13F-HR Timeline Norway Savings Bank More: the full row for Norway Savings Bank 9,858 $1.11M 0.53% -14 13F-HR Timeline Diversify Advisory Services, LLC in group Diversify Advisory Services, … More: the full row for Diversify Advisory Services, LLC 10,463 $1.11M 0.04% -2,000 13F-HR Timeline Group DELPHI MANAGEMENT INC /MA/ More: the full row for DELPHI MANAGEMENT INC /MA/ 9,814 $1.1M 1.02% -6 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 9,793 $1.1M 0.06% +1,261 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 9,790 $1.1M 0.01% -796 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 9,784 $1.1M 0.02% -3,201 13F-HR Timeline STABLEFORD CAPITAL II LLC More: the full row for STABLEFORD CAPITAL II LLC 9,761 $1.09M 0.4% +244 13F-HR Timeline Kimelman & Baird, LLC More: the full row for Kimelman & Baird, LLC 9,695 $1.09M 0.08% -400 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 9,676 $1.08M 0.04% -125 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 9,544 $1.07M 0.08% -42 13F-HR Timeline ROMANO BROTHERS AND COMPANY More: the full row for ROMANO BROTHERS AND COMPANY 9,475 $1.06M 0.12% -4,400 13F-HR Timeline Cassia Capital Partners, LLC More: the full row for Cassia Capital Partners, LLC 9,458 $1.06M 0.58% +1,410 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 9,442 $1.06M 0.07% +3,361 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 9,413 $1.06M 0.02% +2,542 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 9,409 $1.05M 0.02% +275 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. LBP AM SA More: the full row for LBP AM SA 9,391 $1.05M 0.01% +2,696 13F-HR Timeline Tema ETFs LLC More: the full row for Tema ETFs LLC 9,343 $1.05M 0.09% new 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 9,089 $1.02M 0.1% -1,428 13F-HR Timeline Montecito Bank & Trust More: the full row for Montecito Bank & Trust 9,087 $1.02M 0.16% 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 9,037 $1.01M <0.01% +1,503 13F-HR Timeline CITIZENS & NORTHERN CORP in group CITIZENS & NORTHERN CORP More: the full row for CITIZENS & NORTHERN CORP 8,947 $1M 0.25% +26 13F-HR Timeline Group Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 8,836 $991K 0.2% +7,928 13F-HR Timeline Brady Martz Wealth Solutions, LLC More: the full row for Brady Martz Wealth Solutions, LLC 8,834 $990K 0.18% -7 13F-HR Timeline Bahl & Gaynor LLC More: the full row for Bahl & Gaynor LLC 8,800 $987K <0.01% -173 13F-HR Timeline FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 8,787 $985K 0.07% +933 13F-HR Timeline T. Rowe Price Investment Management, In… More: the full row for T. Rowe Price Investment Management, Inc. 8,778 $985K <0.01% +1,087 13F-HR Timeline PEAPACK GLADSTONE FINANCIAL CORP More: the full row for PEAPACK GLADSTONE FINANCIAL CORP 8,777 $984K 0.01% +1,588 13F-HR Timeline ARVEST INVESTMENTS, INC. More: the full row for ARVEST INVESTMENTS, INC. 8,718 $978K 0.14% -6,355 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 8,642 $969K 0.01% -43 13F-HR Timeline WINNACLE WEALTH LLC More: the full row for WINNACLE WEALTH LLC 8,537 $965K 0.76% new 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 8,595 $964K 0.03% -2,391 13F-HR Timeline Qsemble Capital Management, LP More: the full row for Qsemble Capital Management, LP 8,592 $963K 0.09% new 13F-HR Timeline JMAC ENTERPRISES LLC More: the full row for JMAC ENTERPRISES LLC 8,562 $960K 0.19% +7 13F-HR Timeline Biltmore Family Office, LLC More: the full row for Biltmore Family Office, LLC 8,529 $956K 0.14% new 13F-HR Timeline Hilltop Partners LLC More: the full row for Hilltop Partners LLC 8,519 $955K 0.29% -40 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 8,515 $955K 0.03% -28,170 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 8,449 $947K 0.04% -501 13F-HR Timeline Group Cooper Financial Group More: the full row for Cooper Financial Group 8,433 $946K 0.1% -1,753 13F-HR Timeline Aster Capital Management (DIFC) Ltd More: the full row for Aster Capital Management (DIFC) Ltd 8,343 $935K 0.47% +4,862 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 8,338 $935K 0.08% +783 13F-HR Timeline Group FRED ALGER MANAGEMENT, LLC in group FRED ALGER MANAGEMENT, LLC More: the full row for FRED ALGER MANAGEMENT, LLC 8,326 $934K <0.01% new 13F-HR Timeline Group Cravens & Co Advisors, LLC More: the full row for Cravens & Co Advisors, LLC 8,294 $930K 0.63% -32 13F-HR Timeline Carnegie Lake Advisors LLC More: the full row for Carnegie Lake Advisors LLC 8,198 $919K 0.35% 0 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 8,127 $911K 0.04% +836 13F-HR Timeline Group Smart Money Group LLC More: the full row for Smart Money Group LLC 8,109 $909K 0.27% +31 13F-HR Timeline Applied Finance Capital Management, LLC More: the full row for Applied Finance Capital Management, LLC 8,104 $909K 0.06% -672 13F-HR Timeline Rossmore Private Capital More: the full row for Rossmore Private Capital 8,047 $902K 0.1% +384 13F-HR Timeline GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 8,047 $902K 0.03% +2,161 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 8,037 $901K 0.05% -57 13F-HR Timeline Group World Investment Advisors More: the full row for World Investment Advisors 8,002 $897K 0.02% -360 13F-HR Timeline EADS & HEALD WEALTH MANAGEMENT More: the full row for EADS & HEALD WEALTH MANAGEMENT 7,973 $894K 0.43% +150 13F-HR Timeline LaFleur & Godfrey LLC More: the full row for LaFleur & Godfrey LLC 7,945 $891K 0.11% -1,030 13F-HR Timeline Aviso Financial Inc. More: the full row for Aviso Financial Inc. 7,932 $889K 0.04% +478 13F-HR Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 7,928 $889K 0.04% +249 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 7,922 $888K 0.19% +993 13F-HR Timeline Radnor Capital Management, LLC More: the full row for Radnor Capital Management, LLC 7,910 $887K 0.13% -650 13F-HR Timeline Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 7,908 $887K -3,520 Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 7,868 $882K 0.01% +2,232 13F-HR Timeline CAPE ANN SAVINGS BANK More: the full row for CAPE ANN SAVINGS BANK 7,865 $882K 0.47% -255 13F-HR Timeline Weaver Capital Management LLC More: the full row for Weaver Capital Management LLC 7,861 $881K 0.19% -967 13F-HR Timeline Wellington Shields Capital Management, … group of 2 filers holding More: the full row for Wellington Shields Capital Management, LLC 7,653 $858K 0 Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 7,645 $857K 0.03% -8,019 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 7,577 $850K 0.02% +391 13F-HR Timeline CENTRAL BANK & TRUST CO More: the full row for CENTRAL BANK & TRUST CO 7,547 $846K 0.13% +289 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 7,529 $844K 0.07% -7,025 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 7,528 $844K 0.02% +3,448 13F-HR Timeline Heritage Family Offices, LLP More: the full row for Heritage Family Offices, LLP 7,506 $842K 0.39% -56 13F-HR Timeline Cornerstone Advisors, LLC More: the full row for Cornerstone Advisors, LLC 7,500 $841K 0.03% 0 13F-HR Timeline MQS Management LLC More: the full row for MQS Management LLC 7,474 $838K 0.49% new 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 7,442 $834K 0.15% +249 13F-HR Timeline Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 7,428 $833K 0.11% -267 13F-HR Timeline