Insight Wealth Partners, LLC More: the full row for Insight Wealth Partners, LLC 47,316 $566K 0.25% +567 13F-HR Timeline Occidental Asset Management, LLC More: the full row for Occidental Asset Management, LLC 47,242 $565K 0.07% +43 13F-HR Timeline Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 47,215 $565K 0.08% -827 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 47,196 $564K 0.01% +35,834 13F-HR Timeline Balyasny Asset Management L.P. in group Balyasny Asset Management More: the full row for Balyasny Asset Management L.P. 47,142 $564K <0.01% -136,340 13F-HR Timeline Group Fiduciary Alliance LLC More: the full row for Fiduciary Alliance LLC 46,844 $560K 0.04% +77 13F-HR Timeline MARIPAU WEALTH MANAGEMENT LLC More: the full row for MARIPAU WEALTH MANAGEMENT LLC 46,731 $559K 0.28% +1,342 13F-HR Timeline Laird Norton Wetherby Wealth Management… More: the full row for Laird Norton Wetherby Wealth Management, LLC 46,660 $558K 0.02% -2,888 13F-HR Timeline AXQ CAPITAL, LP More: the full row for AXQ CAPITAL, LP 46,551 $557K 0.21% new 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 46,197 $553K 0.02% +195 13F-HR Timeline KLCM Advisors, Inc. More: the full row for KLCM Advisors, Inc. 46,166 $552K 0.06% -7,636 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 46,061 $551K 0.03% +1,802 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 45,912 $549K 0.09% -1,000 13F-HR Timeline OXFORD FINANCIAL GROUP, LTD. LLC More: the full row for OXFORD FINANCIAL GROUP, LTD. LLC 45,711 $547K 0.03% +521 13F-HR Timeline BOS Asset Management, LLC More: the full row for BOS Asset Management, LLC 45,660 $546K 0.15% +165 13F-HR Timeline R Squared Ltd More: the full row for R Squared Ltd 45,606 $545K 0.23% new 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 45,178 $540K 0.01% +57 13F-HR Timeline Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 44,185 $540K 0.02% -950 13F-HR Timeline Aspire Growth Partners LLC More: the full row for Aspire Growth Partners LLC 45,047 $539K 0.39% -15,699 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 44,196 $529K <0.01% -1,190 13F-HR Timeline Callan Family Office, LLC More: the full row for Callan Family Office, LLC 44,147 $528K 0.02% -10,146 13F-HR Timeline KENNEDY INVESTMENT GROUP, INC. More: the full row for KENNEDY INVESTMENT GROUP, INC. 44,124 $528K 0.21% -358 13F-HR Timeline Erste Asset Management GmbH in group Erste Asset Management GmbH More: the full row for Erste Asset Management GmbH 43,463 $525K 0.01% -223,016 13F-HR Timeline Group Engineers Gate Manager LP More: the full row for Engineers Gate Manager LP 43,861 $525K 0.01% new 13F-HR Timeline FOSTER & MOTLEY INC More: the full row for FOSTER & MOTLEY INC 43,648 $522K 0.03% +4,153 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 43,614 $522K 0.02% +5,037 13F-HR Timeline KEYNOTE FINANCIAL SERVICES LLC More: the full row for KEYNOTE FINANCIAL SERVICES LLC 43,572 $521K 0.31% -23,297 13F-HR Timeline Carnegie Investment Counsel More: the full row for Carnegie Investment Counsel 43,455 $520K 0.01% +31 13F-HR Timeline TANG CAPITAL MANAGEMENT LLC in group TANG CAPITAL MANAGEMENT LLC More: the full row for TANG CAPITAL MANAGEMENT LLC 43,381 $519K 0.02% -31,999 13F-HR Timeline Group Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 42,962 $514K <0.01% -8,075 13F-HR Timeline Trivium Point Advisory, LLC More: the full row for Trivium Point Advisory, LLC 42,806 $512K 0.05% +3,418 13F-HR Timeline Volterra Technologies LP More: the full row for Volterra Technologies LP 42,490 $508K 0.34% new 13F-HR Timeline Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 42,229 $505K 0.06% -12,633 13F-HR Timeline LANDSCAPE CAPITAL MANAGEMENT, L.L.C. in group LANDSCAPE CAPITAL MANAGEMENT,… More: the full row for LANDSCAPE CAPITAL MANAGEMENT, L.L.C. 42,161 $504K 0.03% -393,470 13F-HR Timeline Group Future Financial Wealth Managment LLC More: the full row for Future Financial Wealth Managment LLC 41,998 $502K 0.32% +691 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 41,922 $501K 0.02% -903 13F-HR Timeline HANCOCK WHITNEY CORP More: the full row for HANCOCK WHITNEY CORP 41,553 $497K 0.01% -1,123 13F-HR Timeline PLANNING ALTERNATIVES LTD /ADV More: the full row for PLANNING ALTERNATIVES LTD /ADV 41,508 $496K 0.06% -405 13F-HR Timeline American Alpha Advisors, LLC More: the full row for American Alpha Advisors, LLC 41,487 $496K 0.36% -3,544 13F-HR Timeline SkyOak Wealth, LLC More: the full row for SkyOak Wealth, LLC 41,482 $496K 0.09% -47 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 41,345 $494K 0.02% -13,848 13F-HR Timeline Gerber Kawasaki Wealth & Investment Man… More: the full row for Gerber Kawasaki Wealth & Investment Management 41,175 $492K 0.02% new 13F-HR Timeline Impact Partnership Wealth, LLC More: the full row for Impact Partnership Wealth, LLC 40,856 $489K 0.07% new 13F-HR Timeline SEARLE & CO. More: the full row for SEARLE & CO. 40,833 $488K 0.13% +833 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 40,821 $488K 0.04% +26,911 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 40,811 $488K 0.02% +278 13F-HR Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 36,779 $488K 0.03% -8,235 13F-HR Timeline TOCQUEVILLE ASSET MANAGEMENT L.P. in group TOCQUEVILLE ASSET MANAGEMENT … More: the full row for TOCQUEVILLE ASSET MANAGEMENT L.P. 40,673 $486K 0.01% -20,090 13F-HR Timeline Group Aull & Monroe Investment Management Corp More: the full row for Aull & Monroe Investment Management Corp 40,450 $484K 0.25% +50 13F-HR Timeline Independent Solutions Wealth Management… More: the full row for Independent Solutions Wealth Management, LLC 40,351 $483K 0.09% +45 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 40,287 $482K 0.03% +30,952 13F-HR Timeline V-Square Quantitative Management LLC More: the full row for V-Square Quantitative Management LLC 40,226 $481K 0.08% +328 13F-HR Timeline Krane Funds Advisors LLC More: the full row for Krane Funds Advisors LLC 40,025 $478K 0.01% -5,369 13F-HR Timeline Waterfront Wealth Inc. More: the full row for Waterfront Wealth Inc. 38,234 $475K 0.1% -68 13F-HR Timeline Emerald Advisors, LLC More: the full row for Emerald Advisors, LLC 39,400 $471K 0.06% +1,900 13F-HR Timeline NORTH STAR ASSET MANAGEMENT INC More: the full row for NORTH STAR ASSET MANAGEMENT INC 39,303 $470K 0.02% -8 13F-HR Timeline Blueshift Asset Management, LLC More: the full row for Blueshift Asset Management, LLC 39,217 $469K 0.14% new 13F-HR Timeline Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 39,051 $467K 0.03% +5,840 13F-HR Timeline Group FAS Wealth Partners, Inc. More: the full row for FAS Wealth Partners, Inc. 39,021 $467K 0.03% +47 13F-HR Timeline Kaydan Wealth Management, Inc. More: the full row for Kaydan Wealth Management, Inc. 38,986 $466K 0.13% -7,900 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 38,847 $465K 0.01% -6,025 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 39,515 $464K 0.01% +3,192 13F-HR Timeline ERn Financial, LLC More: the full row for ERn Financial, LLC 38,719 $463K 0.09% +96 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 38,696 $463K 0.01% +5,751 13F-HR Timeline Gryphon Financial Partners LLC More: the full row for Gryphon Financial Partners LLC 38,665 $462K 0.05% +102 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 38,418 $460K 0.07% 0 13F-HR Timeline Group Bayforest Capital Ltd More: the full row for Bayforest Capital Ltd 38,455 $460K 0.22% +38,286 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 38,369 $459K 0.02% -4,842 13F-HR Timeline WNY Asset Management, LLC More: the full row for WNY Asset Management, LLC 38,310 $458K 0.04% -468 13F-HR Timeline Baader Bank Aktiengesellschaft More: the full row for Baader Bank Aktiengesellschaft 39,169 $457K 0.04% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Pines Wealth Management, LLC More: the full row for Pines Wealth Management, LLC 38,220 $457K 0.15% -2,215 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 37,550 $449K 0.02% -3,410 13F-HR Timeline ASAHI LIFE ASSET MANAGEMENT CO., LTD. More: the full row for ASAHI LIFE ASSET MANAGEMENT CO., LTD. 37,430 $448K 0.25% 0 13F-HR Timeline Arbor Wealth Advisors LLC More: the full row for Arbor Wealth Advisors LLC 37,219 $445K 0.33% 0 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 37,128 $444K 0.02% +21,034 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 37,053 $443K 0.03% +16,724 13F-HR Timeline William B. Walkup & Associates, Inc. More: the full row for William B. Walkup & Associates, Inc. 37,029 $443K 0.24% +140 13F-HR Timeline KINTRA WEALTH, LLC More: the full row for KINTRA WEALTH, LLC 36,881 $441K 0.25% -1,245 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 36,783 $440K 0.02% +5,160 13F-HR Timeline Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 36,747 $439K 0.03% +1,304 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 36,714 $439K <0.01% +4,590 13F-HR Timeline Group Strategic Financial Concepts, LLC More: the full row for Strategic Financial Concepts, LLC 36,527 $437K 0.06% +24,257 13F-HR Timeline WealthPlan Investment Management, LLC More: the full row for WealthPlan Investment Management, LLC 36,087 $432K 0.03% +308 13F-HR Timeline Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 36,083 $432K 0.01% +22,655 13F-HR Timeline Clarkston Capital Partners, LLC More: the full row for Clarkston Capital Partners, LLC 36,060 $431K 0.01% 0 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 35,866 $429K 0.15% -102 13F-HR Timeline Cheviot Value Management, LLC More: the full row for Cheviot Value Management, LLC 32,595 $428K 0.05% -750 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 35,686 $427K 0.01% +851 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 35,633 $426K 0.02% +2,664 13F-HR Timeline Busey Bank More: the full row for Busey Bank 35,540 $425K 0.01% +1,101 13F-HR Timeline Krilogy Financial LLC More: the full row for Krilogy Financial LLC 32,351 $424K 0.02% +919 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 35,466 $423K 0.02% +3,873 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 35,326 $422K <0.01% -728 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 35,772 $421K 0.01% +164 13F-HR/A Timeline International Private Wealth Advisors L… More: the full row for International Private Wealth Advisors LLC 34,975 $418K 0.26% -4,695 13F-HR Timeline Profit Investment Management, LLC More: the full row for Profit Investment Management, LLC 34,771 $416K 0.52% -19,297 13F-HR Timeline Kintegral Advisory, LLC in group Kintegral Advisory, LLC More: the full row for Kintegral Advisory, LLC 34,745 $416K 0.04% -155 13F-HR Timeline Group Midwest Trust Co More: the full row for Midwest Trust Co 34,215 $409K 0.01% -4,556 13F-HR Timeline Sovereign Financial Group, Inc. More: the full row for Sovereign Financial Group, Inc. 34,127 $408K 0.08% -46 13F-HR Timeline RKL Wealth Management LLC More: the full row for RKL Wealth Management LLC 33,974 $406K 0.03% -1,107 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 33,945 $406K 0.03% +276 13F-HR Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 33,940 $406K <0.01% +11,318 13F-HR Timeline Group GAM Holding AG in group GAM Holding AG More: the full row for GAM Holding AG 33,876 $405K 0.03% new 13F-HR Timeline Group Blue Trust, Inc. More: the full row for Blue Trust, Inc. 33,796 $404K <0.01% +1,907 13F-HR Timeline HF Advisory Group, LLC More: the full row for HF Advisory Group, LLC 33,772 $404K 0.15% -241 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 33,509 $402K 0.02% +106 13F-HR/A Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 33,586 $402K 0.05% -8,694 13F-HR Timeline Cohen Investment Advisors LLC More: the full row for Cohen Investment Advisors LLC 33,409 $400K 0.19% +1,307 13F-HR Timeline Powell Investment Advisors, LLC More: the full row for Powell Investment Advisors, LLC 33,298 $398K 0.14% +60 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 33,289 $398K 0.02% +1,091 13F-HR Timeline Group Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 33,273 $398K 0.01% +564 13F-HR Timeline REXFORD CAPITAL INC More: the full row for REXFORD CAPITAL INC 33,205 $397K 0.31% -1,200 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 32,929 $394K 0.01% -7,155 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 32,914 $394K 0.01% -1,498 13F-HR Timeline Sound View Wealth Advisors Group, LLC More: the full row for Sound View Wealth Advisors Group, LLC 32,897 $393K 0.03% -3,820 13F-HR Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 32,853 $393K 0.05% +4,149 13F-HR Timeline 180 WEALTH ADVISORS, LLC More: the full row for 180 WEALTH ADVISORS, LLC 32,783 $392K 0.05% -285 13F-HR Timeline M3 Advisory Group, LLC More: the full row for M3 Advisory Group, LLC 32,665 $391K 0.24% +23 13F-HR Timeline Acorn Wealth Advisors, LLC More: the full row for Acorn Wealth Advisors, LLC 32,568 $390K 0.12% +1,429 13F-HR Timeline Family Legacy Financial Solutions, LLC More: the full row for Family Legacy Financial Solutions, LLC 32,317 $387K 0.3% -16,980 13F-HR Timeline Norris Financial Group, LLC More: the full row for Norris Financial Group, LLC 32,300 $386K 0.14% -29,300 13F-HR Timeline Abich Financial Wealth Management LLC More: the full row for Abich Financial Wealth Management LLC 32,002 $383K 0.14% 13F-HR Timeline Generali Investments Towarzystwo Fundus… in group Generali Powszechne Towarzyst… More: the full row for Generali Investments Towarzystwo Funduszy Inwestycyjnych 32,000 $383K 0.2% 0 13F-HR Timeline Group CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 31,997 $383K 0.01% +2,145 13F-HR Timeline Garden State Investment Advisory Servic… More: the full row for Garden State Investment Advisory Services LLC 31,549 $377K 0.1% -1,459 13F-HR Timeline TRUE Private Wealth Advisors More: the full row for TRUE Private Wealth Advisors 31,515 $377K 0.04% +187 13F-HR Timeline Benin Management CORP More: the full row for Benin Management CORP 31,507 $377K 0.09% -500 13F-HR Timeline MMA ASSET MANAGEMENT LLC More: the full row for MMA ASSET MANAGEMENT LLC 31,468 $376K 0.13% new 13F-HR Timeline Aster Capital Management (DIFC) Ltd More: the full row for Aster Capital Management (DIFC) Ltd 31,462 $376K 0.19% new 13F-HR Timeline Lynx Investment Advisory More: the full row for Lynx Investment Advisory 31,452 $376K 0.23% -887 13F-HR Timeline Bank & Trust Co More: the full row for Bank & Trust Co 31,388 $375K 0.28% -300 13F-HR Timeline HERITAGE INVESTORS MANAGEMENT CORP More: the full row for HERITAGE INVESTORS MANAGEMENT CORP 31,010 $371K 0.01% -1,348 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 30,906 $370K 0.07% 0 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 30,855 $369K 0.01% +1,354 13F-HR Timeline FORA Capital, LLC More: the full row for FORA Capital, LLC 30,844 $369K 0.07% -110,793 13F-HR Timeline Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 30,795 $368K 0.07% -401 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 30,520 $365K 0.01% +3,819 13F-HR Timeline Marathon Trading Investment Management … in group Marathon Trading Investment M… More: the full row for Marathon Trading Investment Management LLC 30,400 $364K 0.15% 0 13F-HR Timeline Group CI INVESTMENTS INC. in group CI INVESTMENTS INC. More: the full row for CI INVESTMENTS INC. 30,368 $363K <0.01% +4,039 13F-HR Timeline Group SteelPeak Wealth, LLC More: the full row for SteelPeak Wealth, LLC 30,335 $363K 0.01% -12,572 13F-HR Timeline City State Bank More: the full row for City State Bank 30,257 $362K 0.1% -750 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 30,228 $362K 0.01% new 13F-HR Timeline Asset Allocation & Management Company, … More: the full row for Asset Allocation & Management Company, LLC 30,000 $359K 0.15% 0 13F-HR Timeline EAGLE ROCK INVESTMENT COMPANY, LLC More: the full row for EAGLE ROCK INVESTMENT COMPANY, LLC 30,000 $359K 0.05% 0 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 29,981 $359K 0.03% +275 13F-HR Timeline Lineweaver Wealth Advisors, LLC More: the full row for Lineweaver Wealth Advisors, LLC 29,938 $358K 0.05% +437 13F-HR Timeline Optas, LLC More: the full row for Optas, LLC 29,867 $357K 0.06% +15,893 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 29,851 $357K 0.04% +7,594 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. 29,833 $357K 0.01% +438 13F-HR Timeline Group Colonial River Investments, LLC More: the full row for Colonial River Investments, LLC 29,831 $357K 0.13% -1,263 13F-HR Timeline TABLEAUX LLC More: the full row for TABLEAUX LLC 29,803 $356K 0.14% +14,662 13F-HR Timeline JBR Co Financial Management Inc More: the full row for JBR Co Financial Management Inc 29,692 $355K 0.15% +1 13F-HR Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 26,837 $350K 0.03% -1,995 13F-HR Timeline LBP AM SA More: the full row for LBP AM SA 29,225 $350K <0.01% new 13F-HR Timeline William Mack & Associates, Inc. More: the full row for William Mack & Associates, Inc. 29,208 $349K 0.19% -637 13F-HR Timeline Cairn Investment Group, Inc. More: the full row for Cairn Investment Group, Inc. 28,485 $341K 0.16% -10,040 13F-HR Timeline South Dakota Investment Council More: the full row for South Dakota Investment Council 28,441 $340K 0.01% -2,700 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. 28,345 $339K 0.01% 0 13F-HR Timeline Group NWF Advisory Services Inc. More: the full row for NWF Advisory Services Inc. 28,291 $338K 0.04% -1,463 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 28,268 $338K 0.03% 0 13F-HR Timeline Group KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 28,236 $338K 0.02% +10,184 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 28,191 $337K 0.02% new 13F-HR Timeline Aldebaran Capital, LLC More: the full row for Aldebaran Capital, LLC 28,150 $337K 0.31% 0 13F-HR Timeline 4WEALTH ADVISORS, INC. More: the full row for 4WEALTH ADVISORS, INC. 28,087 $336K 0.31% -655 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 27,782 $332K <0.01% +12,191 13F-HR Timeline Group Capstone Financial Advisors, Inc. More: the full row for Capstone Financial Advisors, Inc. 27,629 $330K 0.02% +277 13F-HR Timeline Tactive Advisors, LLC More: the full row for Tactive Advisors, LLC 27,558 $330K 0.09% +1 13F-HR Timeline OLD MISSION CAPITAL LLC More: the full row for OLD MISSION CAPITAL LLC 27,529 $329K 0.01% -6,879 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 27,506 $329K 0.02% +1,605 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 27,405 $328K 0.01% +1,100 13F-HR Timeline BARR E S & CO More: the full row for BARR E S & CO 27,375 $327K 0.02% 0 13F-HR Timeline OSTRUM ASSET MANAGEMENT More: the full row for OSTRUM ASSET MANAGEMENT 27,371 $327K 0.01% -843 13F-HR Timeline WealthTrust Axiom LLC More: the full row for WealthTrust Axiom LLC 27,359 $327K 0.09% -1,495 13F-HR Timeline Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 27,307 $327K 0.01% -143 13F-HR Timeline FIRST CITIZENS BANK & TRUST CO More: the full row for FIRST CITIZENS BANK & TRUST CO 27,244 $326K 0.01% new 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 27,224 $326K 0.01% -4,819 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 27,098 $324K 0.01% +5,176 13F-HR Timeline EXENCIAL WEALTH ADVISORS, LLC More: the full row for EXENCIAL WEALTH ADVISORS, LLC 27,020 $323K 0.01% +4,609 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 26,981 $323K 0.01% +2,943 13F-HR Timeline Claris Financial LLC More: the full row for Claris Financial LLC 26,933 $322K 0.18% +2,162 13F-HR Timeline Quadrant Private Wealth Management, LLC More: the full row for Quadrant Private Wealth Management, LLC 26,920 $322K 0.06% -1,332 13F-HR Timeline MPS Loria Financial Planners, LLC More: the full row for MPS Loria Financial Planners, LLC 26,914 $322K 0.09% -1,465 13F-HR Timeline Ring Mountain Capital, LLC More: the full row for Ring Mountain Capital, LLC 26,821 $321K 0.18% -3,110 13F-HR Timeline LINCOLN CAPITAL CORP More: the full row for LINCOLN CAPITAL CORP 26,805 $321K 0.12% +3,733 13F-HR Timeline Cadence Bank More: the full row for Cadence Bank 26,800 $321K 0.02% +2,300 13F-HR Timeline Blackhawk Capital Partners, LLC More: the full row for Blackhawk Capital Partners, LLC 26,675 $319K 0.12% +148 13F-HR Timeline SVB WEALTH LLC More: the full row for SVB WEALTH LLC 26,436 $316K 0.02% +188 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 26,367 $315K 0.13% +2,754 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 26,539 $314K 0.03% +870 13F-HR Timeline Redwood Wealth Management Group, LLC More: the full row for Redwood Wealth Management Group, LLC 26,265 $314K 0.13% -10,347 13F-HR Timeline Abacus Planning Group, Inc. More: the full row for Abacus Planning Group, Inc. 26,078 $312K 0.04% -246 13F-HR Timeline Annex Advisory Services, LLC More: the full row for Annex Advisory Services, LLC 25,990 $311K 0.01% +29 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 25,957 $310K 0.08% +500 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 25,935 $310K 0.01% +5,590 13F-HR Timeline LODESTAR PRIVATE ASSET MANAGEMENT LLC More: the full row for LODESTAR PRIVATE ASSET MANAGEMENT LLC 25,856 $309K 0.03% -1,695 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 25,839 $309K 0.04% +2,606 13F-HR Timeline White Pine Investment CO More: the full row for White Pine Investment CO 25,876 $309K 0.07% 0 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 25,814 $309K <0.01% +250 13F-HR Timeline Greenhouse Wealth Management, LLC More: the full row for Greenhouse Wealth Management, LLC 25,796 $309K 0.19% -862 13F-HR Timeline Wernau Asset Management Inc. More: the full row for Wernau Asset Management Inc. 25,634 $307K 0.32% -262 13F-HR Timeline