Independent Advisor Alliance More: the full row for Independent Advisor Alliance 302,846 $5.2M 0.14% -15,265 13F-HR Timeline Bahl & Gaynor LLC More: the full row for Bahl & Gaynor LLC 302,036 $5.18M 0.03% +24,107 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 301,596 $5.18M 0.17% +18,213 13F-HR Timeline Apollon Wealth Management, LLC group of 2 filers holding More: the full row for Apollon Wealth Management, LLC 298,784 $5.13M -13,277 Timeline Old North State Wealth Management, LLC More: the full row for Old North State Wealth Management, LLC 297,005 $5.1M 2.38% +8,879 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 294,807 $5.06M 0.32% -4,179 13F-HR Timeline M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 291,041 $4.99M 0.02% -173,895 13F-HR Timeline Group BRIDGES INVESTMENT MANAGEMENT INC More: the full row for BRIDGES INVESTMENT MANAGEMENT INC 282,996 $4.86M 0.06% +18,574 13F-HR Timeline ADELL HARRIMAN & CARPENTER INC More: the full row for ADELL HARRIMAN & CARPENTER INC 281,381 $4.83M 0.29% +17,314 13F-HR Timeline Knollwood Investment Advisory, LLC More: the full row for Knollwood Investment Advisory, LLC 280,569 $4.81M 0.43% +5,469 13F-HR Timeline SEAVIEW INVESTMENT MANAGERS LLC More: the full row for SEAVIEW INVESTMENT MANAGERS LLC 279,129 $4.79M 1.77% -146,429 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 272,399 $4.67M <0.01% +24,800 13F-HR Timeline Group Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 266,063 $4.57M 0.03% -133,583 13F-HR Timeline CAMBIAR INVESTORS LLC More: the full row for CAMBIAR INVESTORS LLC 261,943 $4.49M 0.2% -5,622 13F-HR Timeline BALDWIN WEALTH PARTNERS LLC/MA More: the full row for BALDWIN WEALTH PARTNERS LLC/MA 260,603 $4.47M 0.29% -5,400 13F-HR Timeline Lavaca Capital LLC More: the full row for Lavaca Capital LLC 260,400 $4.47M 0.81% +67,600 13F-HR Timeline ProShare Advisors LLC More: the full row for ProShare Advisors LLC 260,342 $4.47M 0.01% +18,306 13F-HR Timeline PIN OAK INVESTMENT ADVISORS INC More: the full row for PIN OAK INVESTMENT ADVISORS INC 255,682 $4.39M 3.13% +14,788 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 254,105 $4.36M <0.01% +17,492 13F-HR Timeline Group KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 251,372 $4.31M 0.02% +39,724 13F-HR Timeline Group WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 252,120 $4.24M 0.09% +4,380 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 237,123 $4.22M 0.34% -1,500 13F-HR Timeline Calamos Advisors LLC group of 2 filers holding More: the full row for Calamos Advisors LLC 245,995 $4.22M +15,005 Timeline Fayez Sarofim & Co in group Fayez Sarofim & Co More: the full row for Fayez Sarofim & Co 245,013 $4.2M 0.01% 0 13F-HR Timeline Group Inspire Investing, LLC group of 2 filers holding More: the full row for Inspire Investing, LLC 239,558 $4.11M +11,479 Timeline CASTLEARK MANAGEMENT LLC More: the full row for CASTLEARK MANAGEMENT LLC 238,240 $4.09M 0.11% 0 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 238,178 $4.09M 0.15% +30,607 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 237,637 $4.08M 0.05% -11,403 13F-HR Timeline Group J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 233,528 $4.01M 0.08% -4,316 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 233,528 $4.01M 0.12% +6,690 13F-HR Timeline Group Northern Right Capital Management, L.P. More: the full row for Northern Right Capital Management, L.P. 231,821 $3.98M 1.23% -46,178 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 227,575 $3.91M 0.2% +7,979 13F-HR Timeline American Assets Investment Management, … in group American Assets Investment Ma… More: the full row for American Assets Investment Management, LLC 225,800 $3.87M 0.28% 0 13F-HR Timeline Group Jackson Hole Capital Partners, LLC More: the full row for Jackson Hole Capital Partners, LLC 223,592 $3.84M 0.66% +14,754 13F-HR Timeline Oak Grove Capital LLC More: the full row for Oak Grove Capital LLC 223,300 $3.83M 0.83% new 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 227,135 $3.83M 0.08% +7,440 13F-HR Timeline Bank of New York Mellon Corp in group Bank of New York Mellon Corp More: the full row for Bank of New York Mellon Corp 219,103 $3.76M <0.01% -29,436 13F-HR Timeline Group CHASE INVESTMENT COUNSEL CORP More: the full row for CHASE INVESTMENT COUNSEL CORP 219,083 $3.76M 1.11% +161,067 13F-HR Timeline SHEPHERD KAPLAN KROCHUK, LLC in group SHEPHERD KAPLAN KROCHUK, LLC More: the full row for SHEPHERD KAPLAN KROCHUK, LLC 217,531 $3.73M 3.06% -7,237 13F-HR Timeline Group ASHFORD CAPITAL MANAGEMENT INC More: the full row for ASHFORD CAPITAL MANAGEMENT INC 217,103 $3.73M 0.41% -13,700 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 216,775 $3.72M 0.06% -1,883 13F-HR Timeline Group Confluence Wealth Services, Inc. More: the full row for Confluence Wealth Services, Inc. 215,122 $3.69M 0.18% -9,498 13F-HR Timeline Jefferies Financial Group Inc. in group Jefferies Financial Group Inc. More: the full row for Jefferies Financial Group Inc. 213,801 $3.67M 0.03% 0 13F-HR Timeline Group PSI Advisors, LLC More: the full row for PSI Advisors, LLC 213,243 $3.66M 0.94% -13,686 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 212,350 $3.64M 0.06% -8,811 13F-HR Timeline SENTINEL TRUST CO LBA More: the full row for SENTINEL TRUST CO LBA 207,000 $3.55M 0.36% 0 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 206,959 $3.55M 0.25% +29,145 13F-HR Timeline 1900 WEALTH MANAGEMENT LLC More: the full row for 1900 WEALTH MANAGEMENT LLC 206,170 $3.54M 0.24% +3,795 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 204,651 $3.51M 0.01% -16,238 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 202,065 $3.47M 0.08% -10,192 13F-HR Timeline VAN ECK ASSOCIATES CORP in group VAN ECK ASSOCIATES CORP More: the full row for VAN ECK ASSOCIATES CORP 201,470 $3.46M <0.01% -14,468 13F-HR Timeline Group Enclave Advisors LLC More: the full row for Enclave Advisors LLC 201,431 $3.46M 0.53% -57,837 13F-HR Timeline One Charles Private Wealth Services, LLC More: the full row for One Charles Private Wealth Services, LLC 197,955 $3.4M 0.89% -1,715 13F-HR Timeline IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 195,971 $3.36M 0.01% +2,962 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 195,533 $3.35M 0.01% +50,145 13F-HR Timeline Group BASSO CAPITAL MANAGEMENT, L.P. More: the full row for BASSO CAPITAL MANAGEMENT, L.P. 195,000 $3.35M 2.24% +3,000 13F-HR Timeline Lee Financial Co More: the full row for Lee Financial Co 193,817 $3.33M 0.42% +151,657 13F-HR Timeline 180 WEALTH ADVISORS, LLC More: the full row for 180 WEALTH ADVISORS, LLC 192,323 $3.3M 0.4% +3,024 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 191,765 $3.29M 0.11% +1,007 13F-HR Timeline Group CFM WEALTH PARTNERS LLC More: the full row for CFM WEALTH PARTNERS LLC 188,858 $3.24M 0.47% 0 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 187,887 $3.22M 0.07% -25,444 13F-HR Timeline HOWARD FINANCIAL SERVICES, LTD. More: the full row for HOWARD FINANCIAL SERVICES, LTD. 187,552 $3.22M 0.39% -757 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 185,504 $3.18M 0.04% +45,047 13F-HR Timeline Group Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 184,880 $3.17M 0.22% -8,621 13F-HR Timeline Pinnacle Holdings, LLC More: the full row for Pinnacle Holdings, LLC 184,187 $3.16M 1.1% -159 13F-HR Timeline Prospect Financial Services LLC More: the full row for Prospect Financial Services LLC 183,522 $3.15M 1.81% -2,871 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 183,456 $3.15M 0.11% -3,695 13F-HR Timeline Stonegate Management LLC More: the full row for Stonegate Management LLC 182,000 $3.12M 2.07% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. MIdWestOne Financial Group, Inc. More: the full row for MIdWestOne Financial Group, Inc. 181,633 $3.12M 0.38% +53,595 13F-HR Timeline HAP Trading, LLC More: the full row for HAP Trading, LLC 180,156 $3.09M 0.85% 13F-HR Timeline ArchPoint Investors More: the full row for ArchPoint Investors 179,239 $3.08M 0.84% +1,815 13F-HR Timeline FORTEM FINANCIAL GROUP, LLC More: the full row for FORTEM FINANCIAL GROUP, LLC 178,315 $3.06M 0.88% -2,967 13F-HR Timeline Finer Wealth Management, Inc. More: the full row for Finer Wealth Management, Inc. 176,913 $3.04M 1.51% -7,500 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 179,014 $3.03M 0.04% +38,792 13F-HR Timeline Terril Brothers, Inc. More: the full row for Terril Brothers, Inc. 174,714 $3M 0.91% 0 13F-HR Timeline Redwood Wealth Management Group, LLC More: the full row for Redwood Wealth Management Group, LLC 174,039 $2.99M 1.27% -4,441 13F-HR Timeline PREVAIL INNOVATIVE WEALTH ADVISORS, LLC More: the full row for PREVAIL INNOVATIVE WEALTH ADVISORS, LLC 173,680 $2.98M 0.58% -4,619 13F-HR Timeline Beverly Hills Private Wealth, LLC More: the full row for Beverly Hills Private Wealth, LLC 172,696 $2.96M 0.52% 0 13F-HR Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 172,297 $2.96M 0.14% -2,977 13F-HR Timeline Ackerman Capital Advisors, LLC More: the full row for Ackerman Capital Advisors, LLC 169,498 $2.91M 0.61% 0 13F-HR Timeline Wellington Shields Capital Management, … group of 2 filers holding More: the full row for Wellington Shields Capital Management, LLC 168,899 $2.9M -613 Timeline FAIRHOLME CAPITAL MANAGEMENT LLC in group FAIRHOLME CAPITAL MANAGEMENT … More: the full row for FAIRHOLME CAPITAL MANAGEMENT LLC 166,600 $2.86M 0.23% 0 13F-HR Timeline Group Rollins Financial Advisors, LLC More: the full row for Rollins Financial Advisors, LLC 166,093 $2.85M 0.43% -16,344 13F-HR Timeline SEGALL BRYANT & HAMILL, LLC More: the full row for SEGALL BRYANT & HAMILL, LLC 165,499 $2.84M 0.04% 0 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 164,416 $2.82M 0.03% +13,685 13F-HR Timeline Corps Capital Advisors, LLC More: the full row for Corps Capital Advisors, LLC 164,019 $2.81M 4.26% -1,993 13F-HR Timeline SILVERCREST ASSET MANAGEMENT GROUP LLC More: the full row for SILVERCREST ASSET MANAGEMENT GROUP LLC 163,837 $2.81M 0.02% -19,746 13F-HR Timeline KORNITZER CAPITAL MANAGEMENT INC /KS More: the full row for KORNITZER CAPITAL MANAGEMENT INC /KS 162,625 $2.79M 0.06% +25 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 161,452 $2.77M 0.08% +16,602 13F-HR Timeline Strong Tower Advisory Services More: the full row for Strong Tower Advisory Services 161,280 $2.77M 0.52% +7,092 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 160,940 $2.76M 0.06% +8,984 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 160,867 $2.76M 0.07% +571 13F-HR Timeline Pingora Partners LLC More: the full row for Pingora Partners LLC 157,254 $2.7M 1.79% +42,800 13F-HR Timeline Cullen Capital Management, LLC More: the full row for Cullen Capital Management, LLC 156,835 $2.69M 0.03% -36,159 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 156,722 $2.69M 0.06% -162,020 13F-HR/A Timeline Allworth Financial LP More: the full row for Allworth Financial LP 155,006 $2.66M 0.01% +8,886 13F-HR Timeline Texas Bank & Trust Co More: the full row for Texas Bank & Trust Co 154,998 $2.66M 1.01% 0 13F-HR Timeline Clarkston Capital Partners, LLC More: the full row for Clarkston Capital Partners, LLC 150,000 $2.57M 0.06% +35,000 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 149,992 $2.57M 0.09% +37,501 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 147,852 $2.54M 0.02% +3,386 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 147,529 $2.53M 0.02% +2,393 13F-HR Timeline Group FIFTH THIRD BANK, NATIONAL ASSOCIATION group of 2 filers holding More: the full row for FIFTH THIRD BANK, NATIONAL ASSOCIATION 146,311 $2.51M -4,093 Timeline New Republic Capital, LLC More: the full row for New Republic Capital, LLC 145,973 $2.5M 0.77% +30,000 13F-HR Timeline Baugh & Associates, LLC More: the full row for Baugh & Associates, LLC 159,533 $2.49M 1.24% +46,131 13F-HR Timeline GREAT VALLEY ADVISOR GROUP, INC. in group GREAT VALLEY ADVISOR GROUP, I… More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 144,225 $2.48M 0.05% -3,634 13F-HR Timeline Group Empire Financial Management Company, LLC More: the full row for Empire Financial Management Company, LLC 144,037 $2.47M 0.57% +80,512 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 141,784 $2.43M 0.1% +4,289 13F-HR Timeline NEOS Investment Management LLC More: the full row for NEOS Investment Management LLC 141,614 $2.43M 0.02% +25,500 13F-HR Timeline Tema ETFs LLC More: the full row for Tema ETFs LLC 141,614 $2.43M 0.2% +25,500 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 140,822 $2.42M 0.08% +9,069 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 139,016 $2.39M 0.08% -7,791 13F-HR Timeline OUTFITTERS FINANCIAL LLC More: the full row for OUTFITTERS FINANCIAL LLC 137,762 $2.36M 1.91% 0 13F-HR Timeline Cannell & Spears LLC More: the full row for Cannell & Spears LLC 137,097 $2.35M 0.04% -50 13F-HR Timeline COBBLESTONE CAPITAL ADVISORS LLC /NY/ More: the full row for COBBLESTONE CAPITAL ADVISORS LLC /NY/ 135,393 $2.32M 0.11% 0 13F-HR Timeline Sage Investment Counsel LLC More: the full row for Sage Investment Counsel LLC 135,075 $2.32M 2.57% 0 13F-HR Timeline Clarus Group, Inc. More: the full row for Clarus Group, Inc. 134,373 $2.31M 0.8% +233 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 133,664 $2.29M 0.06% +9,142 13F-HR Timeline Rockwood Wealth Management, LLC More: the full row for Rockwood Wealth Management, LLC 131,573 $2.26M 0.18% +501 13F-HR Timeline SEI INVESTMENTS CO in group SEI INVESTMENTS CO More: the full row for SEI INVESTMENTS CO 131,432 $2.26M <0.01% -47,532 13F-HR Timeline Group Intrua Financial, LLC More: the full row for Intrua Financial, LLC 129,420 $2.22M 0.26% +14,871 13F-HR Timeline Millennium Capital Advisors, LLC More: the full row for Millennium Capital Advisors, LLC 129,145 $2.22M 1.34% +3,827 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 129,058 $2.21M 0.05% +923 13F-HR Timeline Group MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 128,936 $2.21M 0.05% +9,901 13F-HR Timeline Pathway Financial Advisers, LLC More: the full row for Pathway Financial Advisers, LLC 128,924 $2.21M 0.65% +20,251 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 128,741 $2.21M 0.06% +2,008 13F-HR Timeline Uptown Financial Advisors LLC More: the full row for Uptown Financial Advisors LLC 128,642 $2.21M 1.94% +88 13F-HR Timeline Cornerstone Advisory, LLC More: the full row for Cornerstone Advisory, LLC 126,603 $2.17M 0.21% +21,028 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 124,883 $2.14M 0.05% +287 13F-HR Timeline Ellsworth Advisors, LLC More: the full row for Ellsworth Advisors, LLC 124,760 $2.11M 0.45% +16,818 13F-HR Timeline Kercheville Advisors, LLC More: the full row for Kercheville Advisors, LLC 121,438 $2.08M 0.63% -1,780 13F-HR Timeline SUMMIT SECURITIES GROUP LLC More: the full row for SUMMIT SECURITIES GROUP LLC 120,500 $2.07M 0.68% -10,600 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 118,579 $2.03M 0.03% +24,838 13F-HR Timeline Quantum Private Wealth, LLC More: the full row for Quantum Private Wealth, LLC 116,695 $2M 0.59% +180 13F-HR Timeline SILVERLAKE WEALTH MANAGEMENT LLC More: the full row for SILVERLAKE WEALTH MANAGEMENT LLC 115,257 $1.98M 0.49% +2,038 13F-HR Timeline Intellectus Partners, LLC More: the full row for Intellectus Partners, LLC 112,702 $1.93M 0.37% -5,388 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 112,515 $1.93M 0.01% +1,677 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 112,411 $1.93M 0.12% +317 13F-HR Timeline Huntleigh Advisors, Inc. More: the full row for Huntleigh Advisors, Inc. 111,880 $1.92M 0.33% +38 13F-HR Timeline WESBANCO BANK INC More: the full row for WESBANCO BANK INC 110,639 $1.9M 0.05% +482 13F-HR Timeline Mountain Lake Investment Management LLC More: the full row for Mountain Lake Investment Management LLC 109,774 $1.88M 1.4% -5,843 13F-HR Timeline GFS Advisors, LLC More: the full row for GFS Advisors, LLC 109,230 $1.87M 0.24% +39,230 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 108,404 $1.86M 0.07% +6,726 13F-HR Timeline STEEL GROVE CAPITAL ADVISORS, LLC More: the full row for STEEL GROVE CAPITAL ADVISORS, LLC 102,167 $1.85M 0.22% 0 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 107,880 $1.85M 0.05% -4,037 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 107,794 $1.85M 0.07% -8,883 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 105,003 $1.8M 0.14% +63,043 13F-HR Timeline CHAPIN DAVIS, INC. More: the full row for CHAPIN DAVIS, INC. 103,153 $1.77M 0.43% +5,114 13F-HR Timeline Sumitomo Mitsui Trust Group, Inc. in group Sumitomo Mitsui Trust Group, … More: the full row for Sumitomo Mitsui Trust Group, Inc. 103,000 $1.77M <0.01% -18,000 13F-HR Timeline Group KIRR MARBACH & CO LLC /IN/ More: the full row for KIRR MARBACH & CO LLC /IN/ 102,573 $1.76M 0.32% -3,305 13F-HR Timeline NorthCoast Asset Management LLC More: the full row for NorthCoast Asset Management LLC 101,966 $1.75M 0.01% -178,262 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 101,960 $1.75M 0.02% -17,685 13F-HR Timeline Group Legacy Advisors, LLC More: the full row for Legacy Advisors, LLC 101,747 $1.75M 0.22% new 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 101,353 $1.74M 0.22% +1,353 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 101,006 $1.73M 0.01% +7,218 13F-HR Timeline SCS Capital Management LLC More: the full row for SCS Capital Management LLC 100,979 $1.73M 0.02% -3,153 13F-HR Timeline Ariston Services Group More: the full row for Ariston Services Group 100,683 $1.73M 1.04% 0 13F-HR Timeline Taconic Capital Advisors LP in group Taconic Capital Advisors LP More: the full row for Taconic Capital Advisors LP 100,000 $1.72M 0.51% 0 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. Intellus Advisors LLC More: the full row for Intellus Advisors LLC 99,802 $1.71M 0.23% +2,648 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 99,771 $1.71M 0.08% +2,459 13F-HR Timeline SANDERS MORRIS HARRIS LLC More: the full row for SANDERS MORRIS HARRIS LLC 99,398 $1.71M 0.22% +37,436 13F-HR Timeline LexAurum Advisors, LLC More: the full row for LexAurum Advisors, LLC 98,594 $1.69M 0.24% 0 13F-HR Timeline True North Advisors, LLC More: the full row for True North Advisors, LLC 97,987 $1.68M 0.27% -19 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 97,718 $1.68M 0.03% +731 13F-HR Timeline TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 97,439 $1.67M 0.17% 0 13F-HR Timeline Haverford Trust Co More: the full row for Haverford Trust Co 96,702 $1.66M 0.01% -2,862 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 94,962 $1.63M 0.05% 0 13F-HR Timeline CHELSEA COUNSEL CO More: the full row for CHELSEA COUNSEL CO 94,000 $1.61M 0.72% -50 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 93,616 $1.61M 0.07% -1,406 13F-HR Timeline Group ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 92,258 $1.58M 0.11% +92,158 13F-HR Timeline Bramshill Investments, LLC More: the full row for Bramshill Investments, LLC 91,918 $1.58M 0.11% -2,183 13F-HR Timeline EXENCIAL WEALTH ADVISORS, LLC More: the full row for EXENCIAL WEALTH ADVISORS, LLC 91,702 $1.57M 0.05% +13 13F-HR Timeline Alpha Wealth Funds, LLC More: the full row for Alpha Wealth Funds, LLC 89,500 $1.55M 1.26% 0 13F-HR Timeline Rossmore Private Capital More: the full row for Rossmore Private Capital 90,000 $1.54M 0.17% new 13F-HR Timeline CASCADE INVESTMENT GROUP, INC. More: the full row for CASCADE INVESTMENT GROUP, INC. 89,100 $1.53M 1.01% -515 13F-HR Timeline Diversify Advisory Services, LLC in group Diversify Advisory Services, … More: the full row for Diversify Advisory Services, LLC 89,290 $1.5M 0.05% +1,145 13F-HR Timeline Group Autumn Glory Partners, LLC More: the full row for Autumn Glory Partners, LLC 87,306 $1.5M 0.62% +81 13F-HR Timeline Manske Wealth Management More: the full row for Manske Wealth Management 87,223 $1.5M 0.46% +596 13F-HR Timeline Stablepoint Partners, LLC More: the full row for Stablepoint Partners, LLC 86,721 $1.49M 0.24% +5,785 13F-HR Timeline CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 85,608 $1.47M 0.05% +12,885 13F-HR Timeline Keystone Financial Group More: the full row for Keystone Financial Group 85,601 $1.47M 0.11% +22 13F-HR/A Timeline FourThought Financial Partners, LLC More: the full row for FourThought Financial Partners, LLC 84,986 $1.46M 0.13% -637 13F-HR Timeline Curi Capital, LLC More: the full row for Curi Capital, LLC 84,937 $1.46M 0.03% 0 13F-HR Timeline Vestmark Advisory Solutions, Inc. 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