Odyssean, LLC More: the full row for Odyssean, LLC 15,584 $1.08M 0.39% +9,328 13F-HR Timeline San Luis Wealth Advisors LLC More: the full row for San Luis Wealth Advisors LLC 15,525 $1.08M 0.18% +2,610 13F-HR Timeline ICON ADVISERS INC/CO More: the full row for ICON ADVISERS INC/CO 15,300 $1.06M 0.24% 0 13F-HR Timeline Bull Harbor Capital LLC More: the full row for Bull Harbor Capital LLC 15,294 $1.06M 0.28% 13F-HR Timeline TOKIO MARINE ASSET MANAGEMENT CO LTD in group TOKIO MARINE HOLDINGS, INC. More: the full row for TOKIO MARINE ASSET MANAGEMENT CO LTD 15,226 $1.05M 0.04% +1,939 13F-HR Timeline Group GREAT LAKES ADVISORS, LLC More: the full row for GREAT LAKES ADVISORS, LLC 15,085 $1.05M 0.01% new 13F-HR Timeline MASTERINVEST Kapitalanlage GmbH More: the full row for MASTERINVEST Kapitalanlage GmbH 15,079 $1.04M 0.11% 0 13F-HR Timeline SOROS FUND MANAGEMENT LLC in group SOROS FUND MANAGEMENT LLC More: the full row for SOROS FUND MANAGEMENT LLC 14,891 $1.03M 0.01% +1 13F-HR Timeline Group Jain Global LLC More: the full row for Jain Global LLC 14,811 $1.03M 0.01% new 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 14,599 $1.01M 0.01% -245 13F-HR Timeline Presima Securities ULC More: the full row for Presima Securities ULC 14,430 $1000K 0.56% 0 13F-HR Timeline MILLER HOWARD INVESTMENTS INC /NY More: the full row for MILLER HOWARD INVESTMENTS INC /NY 14,274 $989K 0.03% +1,105 13F-HR Timeline ALERUS FINANCIAL NA More: the full row for ALERUS FINANCIAL NA 14,250 $987K 0.05% new 13F-HR Timeline Vestcor Inc More: the full row for Vestcor Inc 14,227 $986K 0.03% +1,576 13F-HR Timeline Hilton Head Capital Partners, LLC More: the full row for Hilton Head Capital Partners, LLC 14,167 $981K 0.55% 0 13F-HR Timeline Life Cycle Investment Partners Ltd More: the full row for Life Cycle Investment Partners Ltd 14,088 $976K 0.01% new 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 14,009 $976K 0.01% -2,907 13F-HR Timeline Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 13,919 $964K 0.02% -12,792 13F-HR Timeline Saudi Central Bank More: the full row for Saudi Central Bank 13,849 $959K 0.02% new 13F-HR Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 13,810 $957K 0.04% +2,340 13F-HR Timeline BOS Asset Management, LLC More: the full row for BOS Asset Management, LLC 13,775 $954K 0.24% new 13F-HR Timeline TWIN CITY PRIVATE WEALTH, LLC More: the full row for TWIN CITY PRIVATE WEALTH, LLC 13,637 $945K 0.72% +422 13F-HR Timeline ZACKS INVESTMENT MANAGEMENT More: the full row for ZACKS INVESTMENT MANAGEMENT 13,507 $936K 0.01% -2,158 13F-HR Timeline Finivi Inc. More: the full row for Finivi Inc. 13,448 $932K 0.51% +4,243 13F-HR Timeline Strategic Financial Planning, Inc. More: the full row for Strategic Financial Planning, Inc. 22,670 $926K 0.54% new 13F-HR Timeline United Asset Strategies, Inc. More: the full row for United Asset Strategies, Inc. 13,309 $922K 0.07% +351 13F-HR Timeline Manske Wealth Management More: the full row for Manske Wealth Management 13,227 $916K 0.26% -100 13F-HR Timeline Penobscot Investment Management Company… More: the full row for Penobscot Investment Management Company, Inc. 13,175 $913K 0.07% -943 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 13,165 $912K 0.04% +1,079 13F-HR Timeline WILKINS INVESTMENT COUNSEL INC More: the full row for WILKINS INVESTMENT COUNSEL INC 13,145 $911K 0.13% 0 13F-HR Timeline WINCAP FINANCIAL LLC More: the full row for WINCAP FINANCIAL LLC 13,092 $907K 0.6% new 13F-HR Timeline PROFUND ADVISORS LLC More: the full row for PROFUND ADVISORS LLC 12,800 $887K 0.03% -5,824 13F-HR Timeline Vident Advisory, LLC in group Vident Advisory, LLC More: the full row for Vident Advisory, LLC 12,793 $886K 0.01% +2,201 13F-HR Timeline Group Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 12,757 $884K <0.01% +3,358 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 12,749 $883K 0.03% +310 13F-HR Timeline EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 12,642 $876K 0.01% -1,211 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 12,612 $874K <0.01% +4,507 13F-HR Timeline UNION SAVINGS BANK More: the full row for UNION SAVINGS BANK 12,496 $866K 0.38% 0 13F-HR Timeline Intrua Financial, LLC More: the full row for Intrua Financial, LLC 12,389 $858K 0.09% -464 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 12,312 $853K <0.01% +1,211 13F-HR Timeline Group Empirical Finance, LLC More: the full row for Empirical Finance, LLC 12,046 $835K 0.04% -7 13F-HR/A Timeline Hardman Johnston Global Advisors LLC More: the full row for Hardman Johnston Global Advisors LLC 12,000 $831K 0.04% +9,000 13F-HR Timeline Revisor Wealth Management LLC More: the full row for Revisor Wealth Management LLC 11,960 $829K 0.23% -955 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 11,945 $828K 0.02% -25 13F-HR/A Timeline Empirical Financial Services, LLC d.b.a… More: the full row for Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 11,864 $822K 0.01% +2,622 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 11,730 $813K 0.01% +123 13F-HR Timeline Daiichi Life Insurance Co., Ltd. in group Daiichi Life Insurance Co., L… More: the full row for Daiichi Life Insurance Co., Ltd. 11,689 $810K 0.02% -843 13F-HR Timeline Group SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 11,642 $807K 0.04% -1,548 13F-HR Timeline QRG CAPITAL MANAGEMENT, INC. More: the full row for QRG CAPITAL MANAGEMENT, INC. 11,640 $806K 0.01% +699 13F-HR Timeline Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 11,576 $802K 0.02% +4,237 13F-HR Timeline Group Canada Post Corp Registered Pension Plan More: the full row for Canada Post Corp Registered Pension Plan 11,540 $799K 0.03% +2,960 13F-HR Timeline NAVELLIER & ASSOCIATES INC More: the full row for NAVELLIER & ASSOCIATES INC 11,524 $798K 0.08% -21 13F-HR Timeline Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 11,504 $797K -441 Timeline SlateStone Wealth, LLC More: the full row for SlateStone Wealth, LLC 11,496 $796K 0.07% +715 13F-HR Timeline Boston Common Asset Management, LLC More: the full row for Boston Common Asset Management, LLC 11,403 $790K 0.05% -431 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 11,275 $785K 0.01% +404 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 11,413 $768K 0.02% 0 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 11,020 $763K 0.01% +1,292 13F-HR Timeline Centerpoint Advisors, LLC More: the full row for Centerpoint Advisors, LLC 10,983 $761K 0.25% 0 13F-HR Timeline Bleakley Financial Group, LLC More: the full row for Bleakley Financial Group, LLC 10,949 $759K 0.01% new 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 10,897 $755K 0.03% -840 13F-HR Timeline North Dakota State Investment Board More: the full row for North Dakota State Investment Board 10,736 $744K 0.03% -1,861 13F-HR Timeline KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 10,727 $743K <0.01% +2,637 13F-HR Timeline Group OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 10,699 $741K 0.01% -1,066 13F-HR Timeline PANAGORA ASSET MANAGEMENT INC More: the full row for PANAGORA ASSET MANAGEMENT INC 10,657 $738K <0.01% -280 13F-HR Timeline Abacus Wealth Partners, LLC More: the full row for Abacus Wealth Partners, LLC 10,521 $729K 0.07% +2,615 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 10,505 $728K 0.01% -163 13F-HR Timeline Redwood Investment Management, LLC in group Redwood Investment Management… More: the full row for Redwood Investment Management, LLC 10,466 $725K 0.09% -644 13F-HR/A Timeline Group Centennial Wealth Advisory LLC More: the full row for Centennial Wealth Advisory LLC 10,395 $720K 0.17% +1,502 13F-HR Timeline Voleon Capital Management LP More: the full row for Voleon Capital Management LP 10,304 $714K 0.02% +1,275 13F-HR Timeline Elevated Capital Advisors, LLC More: the full row for Elevated Capital Advisors, LLC 10,292 $713K 0.18% new 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 10,206 $707K 0.01% -160 13F-HR Timeline Lombard Odier Asset Management (Switzer… More: the full row for Lombard Odier Asset Management (Switzerland) SA 10,188 $706K 0.03% -765 13F-HR Timeline SECURIAN ASSET MANAGEMENT, INC More: the full row for SECURIAN ASSET MANAGEMENT, INC 10,087 $699K 0.03% -100 13F-HR Timeline Visionary Horizons, LLC More: the full row for Visionary Horizons, LLC 10,052 $696K 0.34% new 13F-HR Timeline Squarepoint Ops LLC in group Squarepoint Ops LLC More: the full row for Squarepoint Ops LLC 9,973 $691K <0.01% -26 13F-HR Timeline Group AMICA MUTUAL INSURANCE CO More: the full row for AMICA MUTUAL INSURANCE CO 9,930 $688K 0.06% 0 13F-HR Timeline Freestone Grove Partners LP More: the full row for Freestone Grove Partners LP 9,913 $687K <0.01% new 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 9,887 $685K 0.03% -464 13F-HR Timeline Farringdon Capital, Ltd. More: the full row for Farringdon Capital, Ltd. 9,764 $676K 0.15% new 13F-HR Timeline Kentucky Retirement Systems group of 2 filers holding More: the full row for Kentucky Retirement Systems 9,668 $670K -23,066 Timeline Claro Advisors Inc. More: the full row for Claro Advisors Inc. 9,637 $668K 0.08% -43 13F-HR Timeline WADDELL & ASSOCIATES, LLC More: the full row for WADDELL & ASSOCIATES, LLC 9,635 $668K 0.04% new 13F-HR Timeline Quadrature Capital Ltd in group Quadrature Capital Ltd More: the full row for Quadrature Capital Ltd 9,587 $664K 0.01% new 13F-HR Timeline Group BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 9,557 $662K <0.01% +2,518 13F-HR Timeline Group OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 9,551 $662K 0.01% +741 13F-HR Timeline Group Abel Hall, LLC More: the full row for Abel Hall, LLC 9,546 $661K 0.14% -2,241 13F-HR Timeline BetterWealth, LLC More: the full row for BetterWealth, LLC 9,499 $658K 0.13% -6,000 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 9,495 $658K 0.01% +682 13F-HR Timeline NorthCrest Asset Manangement, LLC More: the full row for NorthCrest Asset Manangement, LLC 9,426 $655K 0.02% +1,851 13F-HR Timeline FIRST MANHATTAN CO. LLC. More: the full row for FIRST MANHATTAN CO. LLC. 9,396 $651K <0.01% 0 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 9,391 $651K 0.05% +125 13F-HR Timeline V-Square Quantitative Management LLC More: the full row for V-Square Quantitative Management LLC 9,272 $642K 0.07% -24 13F-HR Timeline Live Oak Private Wealth LLC More: the full row for Live Oak Private Wealth LLC 9,265 $642K 0.09% +117 13F-HR Timeline Trivium Point Advisory, LLC More: the full row for Trivium Point Advisory, LLC 9,262 $642K 0.12% -1,264 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 9,259 $641K <0.01% +6,175 13F-HR Timeline Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 9,250 $641K 0.01% +4,258 13F-HR Timeline TABLEAUX LLC More: the full row for TABLEAUX LLC 9,218 $639K 0.31% 0 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 9,142 $633K 0.08% +142 13F-HR Timeline SEB Asset Management AB More: the full row for SEB Asset Management AB 9,105 $631K <0.01% 13F-HR Timeline Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 9,037 $626K 0.01% +32 13F-HR Timeline STRS OHIO More: the full row for STRS OHIO 8,982 $622K <0.01% +85 13F-HR Timeline BOOTHBAY FUND MANAGEMENT, LLC More: the full row for BOOTHBAY FUND MANAGEMENT, LLC 8,925 $618K 0.01% new 13F-HR Timeline DIVERSIFIED MANAGEMENT INC More: the full row for DIVERSIFIED MANAGEMENT INC 8,908 $617K 0.11% new 13F-HR Timeline New England Capital Financial Advisors … More: the full row for New England Capital Financial Advisors LLC 8,854 $613K 0.17% -60 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 8,853 $613K 0.04% +17 13F-HR Timeline Finer Wealth Management, Inc. More: the full row for Finer Wealth Management, Inc. 8,838 $612K 0.31% +149 13F-HR Timeline NorthCoast Asset Management LLC More: the full row for NorthCoast Asset Management LLC 8,828 $612K 0.01% -1 13F-HR Timeline REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 8,786 $609K <0.01% -22 13F-HR Timeline Group HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 8,761 $607K 0.01% +4,189 13F-HR Timeline Inscription Capital, LLC More: the full row for Inscription Capital, LLC 8,754 $606K 0.06% +250 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 8,724 $604K 0.04% -3,413 13F-HR Timeline GREENLEAF TRUST More: the full row for GREENLEAF TRUST 8,683 $602K 0.01% -112 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 8,690 $601K 0.02% -3,140 13F-HR Timeline FEDERATED HERMES, INC. in group FEDERATED HERMES, INC. More: the full row for FEDERATED HERMES, INC. 8,548 $592K <0.01% +2,462 13F-HR Timeline Group Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 8,532 $591K 0.02% +78 13F-HR Timeline HOLDERNESS INVESTMENTS CO More: the full row for HOLDERNESS INVESTMENTS CO 8,517 $590K 0.12% +1,790 13F-HR Timeline Ellevest, Inc. More: the full row for Ellevest, Inc. 8,488 $588K 0.08% -184 13F-HR Timeline VISTA INVESTMENT PARTNERS LLC More: the full row for VISTA INVESTMENT PARTNERS LLC 8,485 $588K 0.16% 0 13F-HR Timeline STEVENS CAPITAL MANAGEMENT LP More: the full row for STEVENS CAPITAL MANAGEMENT LP 8,453 $586K 0.09% +4,844 13F-HR Timeline Global X Japan Co., Ltd. More: the full row for Global X Japan Co., Ltd. 8,421 $583K 0.03% +525 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 8,485 $583K 0.02% new 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 8,415 $583K 0.01% +1,154 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 8,408 $583K <0.01% -1,308 13F-HR Timeline Gallagher Fiduciary Advisors, LLC in group Gallagher Fiduciary Advisors,… More: the full row for Gallagher Fiduciary Advisors, LLC 8,397 $582K 0.02% +112 13F-HR Timeline Group Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 8,375 $580K 0.01% 0 13F-HR Timeline Bryant Woods Investment Advisors, LLC More: the full row for Bryant Woods Investment Advisors, LLC 8,360 $579K 0.21% new 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 8,191 $567K 0.02% +2,653 13F-HR Timeline Hills Bank & Trust Co in group Hills Bank & Trust Co More: the full row for Hills Bank & Trust Co 8,117 $562K 0.03% -447 13F-HR Timeline Group Baker Ellis Asset Management LLC More: the full row for Baker Ellis Asset Management LLC 8,107 $562K 0.07% 0 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 8,093 $561K 0.01% +1,279 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 8,006 $555K 0.05% -4,583 13F-HR Timeline Group CHOREO, LLC More: the full row for CHOREO, LLC 7,997 $554K 0.01% +509 13F-HR Timeline MARTINGALE ASSET MANAGEMENT L P More: the full row for MARTINGALE ASSET MANAGEMENT L P 7,932 $550K 0.01% +3,663 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 7,914 $548K <0.01% -171 13F-HR Timeline Group SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 7,869 $545K 0.04% +414 13F-HR Timeline Connecticut Wealth Management, LLC More: the full row for Connecticut Wealth Management, LLC 7,816 $541K 0.02% 0 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 7,756 $537K 0.01% +100 13F-HR Timeline KCM INVESTMENT ADVISORS LLC More: the full row for KCM INVESTMENT ADVISORS LLC 7,742 $536K 0.02% -4 13F-HR Timeline KEYNOTE FINANCIAL SERVICES LLC More: the full row for KEYNOTE FINANCIAL SERVICES LLC 7,714 $534K 0.28% -60 13F-HR Timeline CHATHAM CAPITAL GROUP, INC. More: the full row for CHATHAM CAPITAL GROUP, INC. 7,681 $532K 0.08% 0 13F-HR Timeline Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 7,647 $530K 0.02% -33 13F-HR Timeline Kera Capital Partners, Inc. More: the full row for Kera Capital Partners, Inc. 7,647 $530K 0.07% +1,258 13F-HR Timeline EVOLVE PRIVATE WEALTH, LLC More: the full row for EVOLVE PRIVATE WEALTH, LLC 7,623 $528K 0.03% +1,401 13F-HR Timeline Bahl & Gaynor LLC More: the full row for Bahl & Gaynor LLC 7,598 $526K <0.01% -28 13F-HR Timeline CIBC WORLD MARKET INC. More: the full row for CIBC WORLD MARKET INC. 7,545 $523K <0.01% +2,350 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 7,531 $522K 0.02% -111 13F-HR Timeline Valley Brook Capital Group, Inc. More: the full row for Valley Brook Capital Group, Inc. 7,528 $522K 0.35% 0 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 7,464 $517K 0.01% -100 13F-HR Timeline Glenview Trust Co More: the full row for Glenview Trust Co 7,441 $516K 0.01% -679 13F-HR Timeline CenterStar Asset Management, LLC More: the full row for CenterStar Asset Management, LLC 7,439 $515K 0.5% new 13F-HR Timeline AlphaStar Capital Management, LLC More: the full row for AlphaStar Capital Management, LLC 7,428 $515K 0.04% -2,182 13F-HR Timeline SEEDS INVESTOR LLC More: the full row for SEEDS INVESTOR LLC 7,374 $509K 0.07% +850 13F-HR Timeline CONTRAVISORY INVESTMENT MANAGEMENT, INC. More: the full row for CONTRAVISORY INVESTMENT MANAGEMENT, INC. 7,339 $508K 0.1% -94 13F-HR Timeline Bank & Trust Co More: the full row for Bank & Trust Co 7,310 $506K 0.34% +6,410 13F-HR Timeline Forvis Mazars Wealth Advisors, LLC More: the full row for Forvis Mazars Wealth Advisors, LLC 7,243 $502K 0.01% 0 13F-HR Timeline Drucker Wealth 3.0, LLC More: the full row for Drucker Wealth 3.0, LLC 7,217 $500K 0.09% -232 13F-HR Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 7,166 $496K 0.01% +2,555 13F-HR Timeline Group SENTINEL PENSION ADVISORS, LLC More: the full row for SENTINEL PENSION ADVISORS, LLC 7,088 $491K 0.07% 0 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 7,040 $488K 0.26% +320 13F-HR Timeline Parcion Private Wealth LLC More: the full row for Parcion Private Wealth LLC 6,973 $483K 0.03% +1,095 13F-HR Timeline Curi Capital, LLC More: the full row for Curi Capital, LLC 6,972 $483K 0.01% new 13F-HR Timeline Sivia Capital Partners, LLC More: the full row for Sivia Capital Partners, LLC 6,956 $482K 0.09% +2,667 13F-HR Timeline Tema ETFs LLC More: the full row for Tema ETFs LLC 6,943 $481K 0.03% +35 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 6,941 $481K 0.01% +2,340 13F-HR/A Timeline Group Krilogy Financial LLC More: the full row for Krilogy Financial LLC 6,933 $480K 0.02% +685 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 6,701 $464K 0.01% +1,536 13F-HR Timeline ANCHOR CAPITAL ADVISORS LLC More: the full row for ANCHOR CAPITAL ADVISORS LLC 6,664 $462K 0.01% 0 13F-HR Timeline Old North State Wealth Management, LLC More: the full row for Old North State Wealth Management, LLC 6,638 $460K 0.21% +226 13F-HR Timeline Synergy Asset Management, LLC in group Synergy Asset Management, LLC More: the full row for Synergy Asset Management, LLC 6,593 $457K 0.05% +885 13F-HR Timeline Group Capula Management Ltd in group Capula Management Ltd More: the full row for Capula Management Ltd 6,572 $455K <0.01% -540 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 6,544 $453K 0.01% -189 13F-HR Timeline BRASADA CAPITAL MANAGEMENT, LP More: the full row for BRASADA CAPITAL MANAGEMENT, LP 6,515 $452K 0.08% new 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 6,489 $450K 0.02% +2,447 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 6,440 $446K 0.01% +1,901 13F-HR Timeline Alchemi Wealth, LLC More: the full row for Alchemi Wealth, LLC 6,343 $439K 0.24% +6 13F-HR Timeline Welch & Forbes LLC More: the full row for Welch & Forbes LLC 6,298 $436K 0.01% 0 13F-HR Timeline Huber Capital Management LLC More: the full row for Huber Capital Management LLC 6,273 $435K 0.07% -2,643 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 6,273 $435K 0.01% -6,527 13F-HR Timeline PRAXIS INVESTMENT MANAGEMENT INC More: the full row for PRAXIS INVESTMENT MANAGEMENT INC 6,247 $433K 0.03% 0 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 6,219 $431K 0.02% +2,052 13F-HR Timeline Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 6,214 $431K 0.01% +652 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 6,215 $431K 0.01% +1,106 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 6,215 $431K 0.01% +134 13F-HR Timeline TCW GROUP INC in group TCW GROUP INC More: the full row for TCW GROUP INC 6,203 $430K <0.01% +679 13F-HR Timeline Group ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 6,201 $430K 0.02% +2,644 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 6,195 $429K <0.01% new 13F-HR Timeline ROCKLAND TRUST CO More: the full row for ROCKLAND TRUST CO 6,168 $427K 0.02% 0 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 6,161 $427K 0.01% -759 13F-HR Timeline Savior LLC More: the full row for Savior LLC 6,150 $426K 1.52% 0 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 6,149 $426K 0.01% +2,074 13F-HR Timeline WASHINGTON TRUST Co More: the full row for WASHINGTON TRUST Co 6,115 $424K 0.01% +130 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 6,080 $421K 0.03% +3 13F-HR Timeline Welch Group, LLC More: the full row for Welch Group, LLC 6,023 $417K 0.02% 0 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 5,985 $415K <0.01% -640 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 5,948 $412K <0.01% +1,197 13F-HR Timeline Group CERTUITY, LLC More: the full row for CERTUITY, LLC 5,928 $411K 0.03% +1,987 13F-HR Timeline PARTNERS CAPITAL INVESTMENT GROUP, LLP More: the full row for PARTNERS CAPITAL INVESTMENT GROUP, LLP 5,927 $411K 0.02% new 13F-HR Timeline FIDUCIARY FINANCIAL GROUP, LLC More: the full row for FIDUCIARY FINANCIAL GROUP, LLC 5,865 $406K 0.05% -39 13F-HR Timeline Leslie Global Wealth, LLC More: the full row for Leslie Global Wealth, LLC 5,848 $405K 0.21% -1,226 13F-HR Timeline