Westover Capital Advisors, LLC More: the full row for Westover Capital Advisors, LLC 15,520 $1.63M 0.3% +378 13F-HR Timeline Williams Jones Wealth Management, LLC. More: the full row for Williams Jones Wealth Management, LLC. 15,505 $1.63M 0.02% 0 13F-HR Timeline Cumberland Partners Ltd in group Cumberland Partners Ltd More: the full row for Cumberland Partners Ltd 15,470 $1.62M 0.1% +12,562 13F-HR Timeline Group BRADLEY FOSTER & SARGENT INC/CT More: the full row for BRADLEY FOSTER & SARGENT INC/CT 15,414 $1.62M 0.02% -3,791 13F-HR Timeline Values First Advisors, Inc. More: the full row for Values First Advisors, Inc. 15,357 $1.61M 0.84% -599 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 15,253 $1.6M 0.01% -492 13F-HR Timeline R Squared Ltd More: the full row for R Squared Ltd 15,146 $1.59M 0.74% +7,926 13F-HR Timeline CAPITAL FUND MANAGEMENT S.A. More: the full row for CAPITAL FUND MANAGEMENT S.A. 15,144 $1.59M 0.02% new 13F-HR Timeline OSTRUM ASSET MANAGEMENT More: the full row for OSTRUM ASSET MANAGEMENT 14,990 $1.57M 0.08% -1,802 13F-HR Timeline Caprock Group, LLC More: the full row for Caprock Group, LLC 14,921 $1.57M 0.03% -19,859 13F-HR Timeline Marion Wealth Management More: the full row for Marion Wealth Management 14,464 $1.57M 0.35% +824 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 14,673 $1.55M 0.02% -748 13F-HR Timeline SECURIAN ASSET MANAGEMENT, INC More: the full row for SECURIAN ASSET MANAGEMENT, INC 14,754 $1.55M 0.06% -11,613 13F-HR Timeline SVB WEALTH LLC More: the full row for SVB WEALTH LLC 14,741 $1.55M 0.09% -6,535 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 14,668 $1.54M 0.03% +662 13F-HR Timeline Strategic Global Advisors, LLC More: the full row for Strategic Global Advisors, LLC 14,640 $1.54M 0.24% -23,296 13F-HR Timeline Formidable Asset Management, LLC More: the full row for Formidable Asset Management, LLC 13,642 $1.53M 0.22% +77 13F-HR Timeline Virtu Financial LLC in group Virtu Financial LLC More: the full row for Virtu Financial LLC 14,529 $1.53M 0.06% -6,596 13F-HR Timeline Group Legacy Trust More: the full row for Legacy Trust 14,405 $1.51M 0.28% -4,790 13F-HR Timeline Wahed Invest LLC More: the full row for Wahed Invest LLC 14,393 $1.51M 0.2% -273 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 14,289 $1.5M 0.03% +2,561 13F-HR Timeline CONNABLE OFFICE INC More: the full row for CONNABLE OFFICE INC 14,215 $1.49M 0.14% -15 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 14,061 $1.48M 0.01% +3,245 13F-HR Timeline PARR MCKNIGHT WEALTH MANAGEMENT GROUP, … More: the full row for PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC 14,059 $1.48M 0.19% -37 13F-HR Timeline Stonebridge Capital Advisors LLC More: the full row for Stonebridge Capital Advisors LLC 14,011 $1.47M 0.1% +880 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 13,953 $1.47M 0.01% -3,675 13F-HR Timeline Sava Infond d.o.o. More: the full row for Sava Infond d.o.o. 13,910 $1.46M 0.2% -200 13F-HR Timeline Qtron Investments LLC More: the full row for Qtron Investments LLC 13,906 $1.46M 0.19% -217 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 13,856 $1.46M <0.01% -1,839 13F-HR Timeline Group LBP AM SA More: the full row for LBP AM SA 13,823 $1.45M 0.02% +4,432 13F-HR Timeline Sprinkle Financial Consultants LLC More: the full row for Sprinkle Financial Consultants LLC 13,791 $1.45M 0.74% 0 13F-HR Timeline Fragasso Financial Advisors Inc More: the full row for Fragasso Financial Advisors Inc 13,740 $1.44M 0.09% -4,289 13F-HR Timeline RETIREMENT GUYS FORMULA LLC More: the full row for RETIREMENT GUYS FORMULA LLC 13,716 $1.44M 0.66% -1,093 13F-HR Timeline Portfolio Design Labs, LLC More: the full row for Portfolio Design Labs, LLC 13,703 $1.44M 0.24% +393 13F-HR Timeline DOLIVER ADVISORS, LP More: the full row for DOLIVER ADVISORS, LP 13,569 $1.42M 0.36% -442 13F-HR Timeline Linden Thomas Advisory Services, LLC More: the full row for Linden Thomas Advisory Services, LLC 13,494 $1.42M 0.14% +345 13F-HR Timeline NorthCrest Asset Manangement, LLC More: the full row for NorthCrest Asset Manangement, LLC 13,226 $1.4M 0.03% -6,324 13F-HR Timeline SCP Investment, LP More: the full row for SCP Investment, LP 13,200 $1.39M 1.13% new 13F-HR Timeline NICOLET BANKSHARES INC group of 2 filers holding More: the full row for NICOLET BANKSHARES INC 13,127 $1.38M -1,095 Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 13,135 $1.38M 0.04% -1,156 13F-HR Timeline Generali Investments CEE, investicni sp… More: the full row for Generali Investments CEE, investicni spolecnost, a.s. 13,100 $1.38M 0.1% 0 13F-HR Timeline Howard Capital Management, LLC More: the full row for Howard Capital Management, LLC 13,084 $1.37M 0.02% +9,015 13F-HR Timeline Simmons Bank in group Simmons Bank More: the full row for Simmons Bank 13,051 $1.37M 0.09% +1,687 13F-HR Timeline Group Pekin Hardy Strauss, Inc. More: the full row for Pekin Hardy Strauss, Inc. 13,029 $1.37M 0.13% -2,475 13F-HR Timeline Parvin Asset Management, LLC More: the full row for Parvin Asset Management, LLC 13,015 $1.37M 1.1% +10,765 13F-HR Timeline Hills Bank & Trust Co in group Hills Bank & Trust Co More: the full row for Hills Bank & Trust Co 12,811 $1.35M 0.08% -3,340 13F-HR Timeline Group GLENMEDE TRUST CO NA in group GLENMEDE TRUST CO NA More: the full row for GLENMEDE TRUST CO NA 12,803 $1.34M 0.01% 13F-HR Timeline Group Summit Financial, LLC More: the full row for Summit Financial, LLC 12,707 $1.33M 0.02% -598 13F-HR Timeline Altman Advisors, Inc. More: the full row for Altman Advisors, Inc. 12,703 $1.33M 0.5% -1,418 13F-HR Timeline PKO Investment Management Joint-Stock Co More: the full row for PKO Investment Management Joint-Stock Co 12,700 $1.33M 0.11% -1,800 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 12,684 $1.33M 0.04% -1,490 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 12,645 $1.33M 0.14% -246 13F-HR Timeline Orca Wealth Management, LLC More: the full row for Orca Wealth Management, LLC 11,999 $1.32M 0.95% +651 13F-HR Timeline Callan Family Office, LLC More: the full row for Callan Family Office, LLC 12,576 $1.32M 0.03% +7,115 13F-HR Timeline Processus Wealth & Capital Management, … More: the full row for Processus Wealth & Capital Management, LLC 12,524 $1.32M 0.87% +481 13F-HR Timeline Harfst & Associates, Inc. More: the full row for Harfst & Associates, Inc. 12,524 $1.32M 0.24% -1,260 13F-HR Timeline FIL Ltd in group FIL Ltd More: the full row for FIL Ltd 12,386 $1.3M <0.01% -1,364 13F-HR Timeline Group Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 12,198 $1.28M 0.01% -762 13F-HR Timeline Summit Trail Advisors, LLC More: the full row for Summit Trail Advisors, LLC 12,142 $1.28M 0.02% +626 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 12,143 $1.28M 0.03% -1,340 13F-HR Timeline NEW ENGLAND ASSET MANAGEMENT INC More: the full row for NEW ENGLAND ASSET MANAGEMENT INC 12,075 $1.27M 0.17% +360 13F-HR Timeline Sippican Capital Advisors More: the full row for Sippican Capital Advisors 12,065 $1.27M 0.81% -51 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 12,022 $1.26M 0.03% +3,427 13F-HR Timeline CEERA INVESTMENTS, LLC More: the full row for CEERA INVESTMENTS, LLC 11,879 $1.25M 0.48% +4,987 13F-HR Timeline VISTA INVESTMENT MANAGEMENT More: the full row for VISTA INVESTMENT MANAGEMENT 11,877 $1.25M 0.41% -209 13F-HR Timeline HANCOCK WHITNEY CORP More: the full row for HANCOCK WHITNEY CORP 11,803 $1.24M 0.02% +465 13F-HR Timeline Boit C F David More: the full row for Boit C F David 11,750 $1.23M 0.53% 0 13F-HR Timeline DELPHI MANAGEMENT INC /MA/ More: the full row for DELPHI MANAGEMENT INC /MA/ 11,619 $1.22M 1.19% +1,805 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 11,601 $1.22M 0.02% -279 13F-HR Timeline Group Cohen Klingenstein LLC More: the full row for Cohen Klingenstein LLC 11,600 $1.22M 0.04% 0 13F-HR Timeline Confluence Wealth Services, Inc. More: the full row for Confluence Wealth Services, Inc. 11,570 $1.21M 0.05% +534 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 11,557 $1.21M 0.01% -4,094 13F-HR Timeline Group SCS Capital Management LLC More: the full row for SCS Capital Management LLC 11,542 $1.21M 0.01% -48 13F-HR Timeline Altus Wealth Group LLC More: the full row for Altus Wealth Group LLC 11,532 $1.21M 0.48% +1,389 13F-HR Timeline LIGHTHOUSE FINANCIAL SERVICES INC /ADV More: the full row for LIGHTHOUSE FINANCIAL SERVICES INC /ADV 11,479 $1.21M 0.28% 13F-HR Timeline Vestcor Inc More: the full row for Vestcor Inc 11,456 $1.2M 0.03% 0 13F-HR Timeline EIGHT 31 FINANCIAL, LLC More: the full row for EIGHT 31 FINANCIAL, LLC 11,424 $1.2M 0.66% 0 13F-HR Timeline Bollard Group LLC More: the full row for Bollard Group LLC 11,322 $1.19M 0.03% -425 13F-HR Timeline ARWA LLC More: the full row for ARWA LLC 11,317 $1.19M 0.69% 13F-HR Timeline KLEIN PAVLIS & PEASLEY FINANCIAL, INC. More: the full row for KLEIN PAVLIS & PEASLEY FINANCIAL, INC. 11,180 $1.17M 0.69% -400 13F-HR Timeline Commonwealth Retirement Investments LLC More: the full row for Commonwealth Retirement Investments LLC 11,152 $1.17M 0.38% +380 13F-HR Timeline Hilltop Partners LLC More: the full row for Hilltop Partners LLC 10,982 $1.15M 0.3% +2,463 13F-HR Timeline LONGFELLOW INVESTMENT MANAGEMENT CO LLC More: the full row for LONGFELLOW INVESTMENT MANAGEMENT CO LLC 10,967 $1.15M 0.26% 0 13F-HR Timeline Weaver C. Barksdale & Associates, Inc. More: the full row for Weaver C. Barksdale & Associates, Inc. 10,856 $1.14M 1.2% -1,377 13F-HR Timeline CITIZENS & NORTHERN CORP in group CITIZENS & NORTHERN CORP More: the full row for CITIZENS & NORTHERN CORP 10,726 $1.13M 0.28% +1,779 13F-HR Timeline Group IFP Advisors, Inc More: the full row for IFP Advisors, Inc 10,704 $1.12M 0.03% +6,537 13F-HR Timeline Dakota Wealth Management More: the full row for Dakota Wealth Management 10,678 $1.12M 0.02% new 13F-HR/A Timeline ARVEST INVESTMENTS, INC. More: the full row for ARVEST INVESTMENTS, INC. 10,611 $1.11M 0.16% +1,893 13F-HR Timeline CORNERCAP INVESTMENT COUNSEL INC More: the full row for CORNERCAP INVESTMENT COUNSEL INC 10,542 $1.11M 0.55% -144 13F-HR Timeline River Street Advisors LLC More: the full row for River Street Advisors LLC 10,518 $1.1M 0.41% -1,282 13F-HR Timeline RENASANT BANK More: the full row for RENASANT BANK 10,495 $1.1M 0.75% +417 13F-HR Timeline New England Research & Management, Inc. More: the full row for New England Research & Management, Inc. 10,475 $1.1M 0.48% +7,450 13F-HR Timeline Mork Capital Management, LLC More: the full row for Mork Capital Management, LLC 10,410 $1.09M 0.67% new 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 10,375 $1.09M 0.01% +3,466 13F-HR Timeline Center for Wealth Management Advisory More: the full row for Center for Wealth Management Advisory 10,339 $1.09M 0.8% 13F-HR Timeline Havemeyer Place LP More: the full row for Havemeyer Place LP 10,323 $1.08M 0.21% 13F-HR Timeline T. Rowe Price Investment Management, In… More: the full row for T. Rowe Price Investment Management, Inc. 10,275 $1.08M <0.01% +1,497 13F-HR/A Timeline ACCESS FINANCIAL SERVICES, INC. More: the full row for ACCESS FINANCIAL SERVICES, INC. 10,209 $1.07M 0.39% -474 13F-HR Timeline SOMERVILLE KURT F More: the full row for SOMERVILLE KURT F 10,200 $1.07M 0.18% 0 13F-HR Timeline ACT CAPITAL MANAGEMENT, LLC More: the full row for ACT CAPITAL MANAGEMENT, LLC 10,000 $1.05M 0.85% 13F-HR Timeline denkapparat Operations GmbH More: the full row for denkapparat Operations GmbH 9,958 $1.05M 0.57% +3,304 13F-HR Timeline Intellectus Partners, LLC More: the full row for Intellectus Partners, LLC 9,902 $1.04M 0.2% +3,623 13F-HR Timeline Laird Norton Wetherby Trust Company, LLC in group Laird Norton Wetherby Trust C… More: the full row for Laird Norton Wetherby Trust Company, LLC 9,896 $1.04M 0.02% new 13F-HR Timeline Group Phoenix Financial Ltd. in group Phoenix Financial Ltd. More: the full row for Phoenix Financial Ltd. 9,879 $1.04M 0.01% +2,652 13F-HR Timeline Group Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 9,873 $1.04M 0.01% +4,568 13F-HR Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 9,846 $1.03M 0.01% -3,053 13F-HR Timeline Group GREENLEAF TRUST More: the full row for GREENLEAF TRUST 9,833 $1.03M 0.01% -779 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 9,771 $1.03M 0.03% +95 13F-HR Timeline Kimelman & Baird, LLC More: the full row for Kimelman & Baird, LLC 9,695 $1.02M 0.08% 0 13F-HR Timeline Norway Savings Bank More: the full row for Norway Savings Bank 9,685 $1.02M 0.47% -173 13F-HR Timeline NOVEM GROUP More: the full row for NOVEM GROUP 9,676 $1.02M 0.12% new 13F-HR Timeline MIDDLETON & CO INC/MA More: the full row for MIDDLETON & CO INC/MA 9,578 $1.01M 0.11% -440 13F-HR Timeline DELTA CAPITAL MANAGEMENT LLC More: the full row for DELTA CAPITAL MANAGEMENT LLC 9,485 $996K 0.56% -1,600 13F-HR Timeline Ascentis Wealth Management, LLC in group Ascentis Wealth Management, L… More: the full row for Ascentis Wealth Management, LLC 9,380 $988K 0.23% -1,055 13F-HR Timeline Group STABLEFORD CAPITAL II LLC More: the full row for STABLEFORD CAPITAL II LLC 9,386 $986K 0.36% -375 13F-HR Timeline Quadcap Wealth Management, LLC More: the full row for Quadcap Wealth Management, LLC 9,371 $984K 0.11% -761 13F-HR Timeline AXA S.A. in group AXA S.A. More: the full row for AXA S.A. 9,352 $982K 0.46% -1,708 13F-HR Timeline Group Tema ETFs LLC More: the full row for Tema ETFs LLC 9,319 $979K 0.08% -24 13F-HR Timeline WINNACLE WEALTH LLC More: the full row for WINNACLE WEALTH LLC 9,193 $974K 0.72% +656 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 9,256 $972K 0.07% -288 13F-HR Timeline INCEPTIONR LLC More: the full row for INCEPTIONR LLC 9,236 $970K 0.27% -10,067 13F-HR Timeline Mattson Financial Services, LLC More: the full row for Mattson Financial Services, LLC 9,222 $968K 0.23% new 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 9,177 $964K 0.09% +88 13F-HR Timeline FLPUTNAM INVESTMENT MANAGEMENT CO More: the full row for FLPUTNAM INVESTMENT MANAGEMENT CO 9,155 $961K 0.01% -1,412 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 9,127 $958K 0.01% -282 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. J. Safra Sarasin Holding AG in group J. Safra Sarasin Holding AG More: the full row for J. Safra Sarasin Holding AG 9,127 $958K 0.02% +4,455 13F-HR Timeline Group Royal Fund Management, LLC More: the full row for Royal Fund Management, LLC 9,100 $956K 0.09% +2,400 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 9,069 $952K 0.04% -1,768 13F-HR Timeline Group CHILTON CAPITAL MANAGEMENT LLC More: the full row for CHILTON CAPITAL MANAGEMENT LLC 9,041 $949K 0.03% -1,010 13F-HR Timeline 111 Capital More: the full row for 111 Capital 9,028 $948K 0.21% -9,219 13F-HR Timeline Diversify Advisory Services, LLC in group Diversify Advisory Services, … More: the full row for Diversify Advisory Services, LLC 8,979 $946K 0.03% -1,484 13F-HR Timeline Group Bahl & Gaynor LLC More: the full row for Bahl & Gaynor LLC 9,000 $945K <0.01% +200 13F-HR Timeline FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 8,962 $941K 0.06% +175 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 8,835 $928K 0.04% +708 13F-HR Timeline Group Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 8,812 $925K 0.01% -2,105 13F-HR Timeline Group Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 8,790 $923K 0.17% -46 13F-HR Timeline Amova Asset Management Americas, Inc. in group Amova Asset Management Americ… More: the full row for Amova Asset Management Americas, Inc. 8,693 $912K 0.01% +2,061 13F-HR Timeline Group CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 8,658 $909K 0.03% -16,595 13F-HR Timeline Palogic Value Management, L.P. More: the full row for Palogic Value Management, L.P. 8,585 $902K 0.39% +3,603 13F-HR Timeline TCW GROUP INC in group TCW GROUP INC More: the full row for TCW GROUP INC 8,571 $900K 0.01% new 13F-HR Timeline Group Plan Group Financial, LLC More: the full row for Plan Group Financial, LLC 8,567 $900K 0.23% +2,800 13F-HR Timeline PEAPACK GLADSTONE FINANCIAL CORP More: the full row for PEAPACK GLADSTONE FINANCIAL CORP 8,524 $894K 0.01% -253 13F-HR Timeline Biltmore Family Office, LLC More: the full row for Biltmore Family Office, LLC 8,493 $892K 0.12% -36 13F-HR Timeline Cassia Capital Partners, LLC More: the full row for Cassia Capital Partners, LLC 8,465 $889K 0.48% -993 13F-HR Timeline ROMANO BROTHERS AND COMPANY More: the full row for ROMANO BROTHERS AND COMPANY 8,460 $888K 0.1% -1,015 13F-HR Timeline DF DENT & CO INC More: the full row for DF DENT & CO INC 8,458 $888K 0.01% +2,640 13F-HR Timeline Brady Martz Wealth Solutions, LLC More: the full row for Brady Martz Wealth Solutions, LLC 8,451 $887K 0.16% -383 13F-HR Timeline Bryn Mawr Trust Advisors, LLC More: the full row for Bryn Mawr Trust Advisors, LLC 8,444 $887K 0.04% -1,680 13F-HR Timeline S&CO INC More: the full row for S&CO INC 8,420 $884K 0.05% +1,015 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 8,401 $882K 0.18% +479 13F-HR Timeline MQS Management LLC More: the full row for MQS Management LLC 8,389 $881K 0.52% +915 13F-HR Timeline Smart Money Group LLC More: the full row for Smart Money Group LLC 8,377 $880K 0.26% +268 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 8,307 $872K 0.03% -208 13F-HR Timeline W.H. Cornerstone Investments Inc. More: the full row for W.H. Cornerstone Investments Inc. 8,267 $868K 0.52% -1,698 13F-HR Timeline BHK Investment Advisors, LLC More: the full row for BHK Investment Advisors, LLC 8,226 $864K 0.28% +2,996 13F-HR Timeline Mach-1 Financial Group, LLC More: the full row for Mach-1 Financial Group, LLC 8,194 $860K 0.18% new 13F-HR Timeline Redwood Investment Management, LLC in group Redwood Investment Management… More: the full row for Redwood Investment Management, LLC 8,171 $858K 0.1% -20,252 13F-HR/A Timeline Group Cooper Financial Group More: the full row for Cooper Financial Group 8,130 $854K 0.09% -303 13F-HR Timeline LaFleur & Godfrey LLC More: the full row for LaFleur & Godfrey LLC 8,085 $849K 0.1% +140 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 8,078 $848K 0.07% -260 13F-HR Timeline Group MOODY NATIONAL BANK TRUST DIVISION in group MOODY NATIONAL BANK TRUST DIV… More: the full row for MOODY NATIONAL BANK TRUST DIVISION 8,032 $843K 0.08% -4,557 13F-HR Timeline Group Mondrian Investment Partners LTD More: the full row for Mondrian Investment Partners LTD 7,820 $821K 0.01% +2,377 13F-HR Timeline Marshall Financial Group, LLC More: the full row for Marshall Financial Group, LLC 7,780 $817K 0.16% new 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 7,745 $813K 0.04% -2,048 13F-HR Timeline 3Chopt Investment Partners, LLC More: the full row for 3Chopt Investment Partners, LLC 7,739 $813K 0.18% -8,206 13F-HR Timeline Carlson Capital, L.P. More: the full row for Carlson Capital, L.P. 7,700 $809K 0.39% new 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 7,689 $807K <0.01% -1,348 13F-HR Timeline Wellington Shields Capital Management, … group of 2 filers holding More: the full row for Wellington Shields Capital Management, LLC 7,653 $804K 0 Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 7,622 $800K 0.08% +651 13F-HR Timeline CAPE ANN SAVINGS BANK More: the full row for CAPE ANN SAVINGS BANK 7,564 $794K 0.41% -301 13F-HR Timeline 44 WEALTH MANAGEMENT LLC More: the full row for 44 WEALTH MANAGEMENT LLC 7,564 $794K 0.27% -5,214 13F-HR Timeline Summit Global Investments in group Summit Global Investments More: the full row for Summit Global Investments 7,560 $794K 0.05% +4,387 13F-HR Timeline Group ARGONAUTICA PRIVATE WEALTH MANAGEMENT, … More: the full row for ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC 7,559 $794K 0.23% +2,189 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 7,501 $788K 0.05% -1,941 13F-HR Timeline DENALI ADVISORS LLC More: the full row for DENALI ADVISORS LLC 7,500 $788K 0.09% +1,700 13F-HR Timeline Radnor Capital Management, LLC More: the full row for Radnor Capital Management, LLC 7,475 $785K 0.12% -435 13F-HR Timeline WRIGHT INVESTORS SERVICE INC More: the full row for WRIGHT INVESTORS SERVICE INC 7,410 $778K 0.23% -2,719 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Hennion & Walsh Asset Management, Inc. More: the full row for Hennion & Walsh Asset Management, Inc. 7,410 $778K 0.03% +2,523 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 7,393 $776K 0.01% -1,249 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 7,392 $776K 0.03% -1,057 13F-HR Timeline Group Huber Capital Management LLC More: the full row for Huber Capital Management LLC 7,300 $767K 0.11% 0 13F-HR Timeline COMMERZBANK AKTIENGESELLSCHAFT /FI More: the full row for COMMERZBANK AKTIENGESELLSCHAFT /FI 7,282 $765K 0.02% +132 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 7,283 $765K 0.02% +1,706 13F-HR Timeline EQUITABLE TRUST CO More: the full row for EQUITABLE TRUST CO 7,196 $756K 0.03% +88 13F-HR Timeline Graves Light Lenhart Wealth, Inc. More: the full row for Graves Light Lenhart Wealth, Inc. 7,136 $749K 0.08% -84 13F-HR Timeline EADS & HEALD WEALTH MANAGEMENT More: the full row for EADS & HEALD WEALTH MANAGEMENT 7,134 $749K 0.36% -839 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 7,087 $744K 0.02% -30 13F-HR Timeline Inspire Investing, LLC group of 2 filers holding More: the full row for Inspire Investing, LLC 7,076 $743K -6,118 Timeline Legacy Financial Advisors, Inc. 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