Kazazian Asset Management, LLC More: the full row for Kazazian Asset Management, LLC 6,500 $382K 0.42% -500 13F-HR Timeline Axiom Investment Management LLC More: the full row for Axiom Investment Management LLC 6,478 $381K 0.29% 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 6,451 $379K 0.01% -103 13F-HR Timeline Bellecapital International Ltd. More: the full row for Bellecapital International Ltd. 6,426 $378K 0.07% -1,681 13F-HR/A Timeline Cornerstone Wealth Group, LLC More: the full row for Cornerstone Wealth Group, LLC 5,563 $376K 0.02% +130 13F-HR Timeline WORLD EQUITY GROUP, INC. More: the full row for WORLD EQUITY GROUP, INC. 6,390 $376K 0.1% new 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 6,337 $373K 0.02% new 13F-HR Timeline Accel Wealth Management More: the full row for Accel Wealth Management 6,314 $371K 0.1% +59 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 6,300 $370K 0.12% +1,250 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. BRIDGES INVESTMENT MANAGEMENT INC More: the full row for BRIDGES INVESTMENT MANAGEMENT INC 6,299 $370K 0.01% +142 13F-HR Timeline REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 6,298 $370K <0.01% -139 13F-HR Timeline Group Huntleigh Advisors, Inc. More: the full row for Huntleigh Advisors, Inc. 6,281 $369K 0.06% new 13F-HR Timeline Focused Wealth Management, Inc More: the full row for Focused Wealth Management, Inc 6,271 $369K 0.04% +1,659 13F-HR Timeline WEXFORD CAPITAL LP More: the full row for WEXFORD CAPITAL LP 6,268 $368K 0.06% new 13F-HR Timeline CoreCommodity Management, LLC More: the full row for CoreCommodity Management, LLC 6,258 $368K 0.07% -53,721 13F-HR Timeline Cypress Wealth Services, LLC More: the full row for Cypress Wealth Services, LLC 6,247 $367K 0.05% +86 13F-HR Timeline Magnus Financial Group LLC More: the full row for Magnus Financial Group LLC 6,237 $367K 0.03% -1,836 13F-HR Timeline Three Seasons Wealth, LLC More: the full row for Three Seasons Wealth, LLC 6,225 $366K 0.14% new 13F-HR Timeline Redhawk Wealth Advisors, Inc. More: the full row for Redhawk Wealth Advisors, Inc. 6,219 $366K 0.04% +311 13F-HR Timeline SteelPeak Wealth, LLC More: the full row for SteelPeak Wealth, LLC 6,203 $365K 0.01% -944 13F-HR Timeline EASTERLY INVESTMENT PARTNERS LLC More: the full row for EASTERLY INVESTMENT PARTNERS LLC 6,664 $364K 0.03% -242,403 13F-HR Timeline SAPIENT CAPITAL LLC More: the full row for SAPIENT CAPITAL LLC 6,187 $364K 0.01% new 13F-HR/A Timeline Ninety One SA (Pty) Ltd More: the full row for Ninety One SA (Pty) Ltd 6,391 $364K 0.02% -705 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 6,171 $363K 0.01% +190 13F-HR Timeline Group SHARPEPOINT LLC More: the full row for SHARPEPOINT LLC 6,169 $363K 0.22% -354 13F-HR Timeline Corps Capital Advisors, LLC More: the full row for Corps Capital Advisors, LLC 6,157 $362K 0.31% 0 13F-HR Timeline Optiver Holding B.V. in group Optiver Holding B.V. More: the full row for Optiver Holding B.V. 6,156 $362K 0.01% -3,807 13F-HR/A Timeline Group AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 6,150 $361K 0.02% -392 13F-HR Timeline Kensington Investment Counsel, LLC More: the full row for Kensington Investment Counsel, LLC 6,129 $360K 0.17% new 13F-HR Timeline Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 6,125 $360K 0.02% +381 13F-HR Timeline Crumly & Associates Inc. More: the full row for Crumly & Associates Inc. 6,113 $359K 0.08% +188 13F-HR Timeline DV Trading LLC More: the full row for DV Trading LLC 6,070 $357K 0.03% +209 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 5,840 $357K <0.01% -930 13F-HR Timeline EVERPAR ADVISORS LLC More: the full row for EVERPAR ADVISORS LLC 6,054 $356K 0.12% -617 13F-HR Timeline Retirement Planning Group, LLC More: the full row for Retirement Planning Group, LLC 6,027 $354K 0.01% +354 13F-HR Timeline VUB Generali dochodkova spravcovska spo… More: the full row for VUB Generali dochodkova spravcovska spolocnost, a.s. 5,991 $352K 0.28% new 13F-HR Timeline Castle Rock Wealth Management, LLC More: the full row for Castle Rock Wealth Management, LLC 5,713 $351K 0.08% +26 13F-HR Timeline Abel Hall, LLC More: the full row for Abel Hall, LLC 5,953 $350K 0.07% +1,156 13F-HR Timeline Gryphon Financial Partners LLC More: the full row for Gryphon Financial Partners LLC 5,951 $350K 0.04% +324 13F-HR Timeline Ariadne Wealth Management, LP More: the full row for Ariadne Wealth Management, LP 5,950 $350K 0.16% +89 13F-HR Timeline INTRUST BANK NA More: the full row for INTRUST BANK NA 5,942 $349K 0.03% +482 13F-HR Timeline SeaBridge Investment Advisors LLC More: the full row for SeaBridge Investment Advisors LLC 5,937 $349K 0.06% +44 13F-HR Timeline Wealth Enhancement Trust Services, Inc. More: the full row for Wealth Enhancement Trust Services, Inc. 5,920 $348K 0.04% +4,830 13F-HR Timeline MCCARTER PRIVATE WEALTH SERVICES LLC More: the full row for MCCARTER PRIVATE WEALTH SERVICES LLC 5,891 $346K 0.15% new 13F-HR Timeline Balance Wealth Partners LLC More: the full row for Balance Wealth Partners LLC 5,883 $346K 0.11% +10 13F-HR Timeline Apriem Advisors More: the full row for Apriem Advisors 5,871 $345K 0.03% +1 13F-HR Timeline GSA CAPITAL PARTNERS LLP More: the full row for GSA CAPITAL PARTNERS LLP 5,858 $344K 0.02% -20,518 13F-HR Timeline Inscription Capital, LLC More: the full row for Inscription Capital, LLC 5,843 $343K 0.04% +41 13F-HR Timeline Bay Colony Advisory Group, Inc d/b/a Ba… More: the full row for Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 5,842 $343K 0.04% -1,453 13F-HR Timeline CenterBook Partners LP More: the full row for CenterBook Partners LP 5,836 $343K 0.02% new 13F-HR Timeline Sharp Wealth Advisory, LLC More: the full row for Sharp Wealth Advisory, LLC 5,829 $343K 0.17% new 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 5,820 $342K 0.14% -1,610 13F-HR Timeline VAUGHAN DAVID INVESTMENTS LLC/IL More: the full row for VAUGHAN DAVID INVESTMENTS LLC/IL 5,822 $342K 0.01% +75 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 5,790 $340K 0.02% +2,033 13F-HR Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 5,787 $340K 0.02% -700 13F-HR Timeline Integrity Financial Corp /WA More: the full row for Integrity Financial Corp /WA 5,752 $338K 0.17% new 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 5,747 $338K 0.01% +2,217 13F-HR Timeline WATERS PARKERSON & CO., LLC More: the full row for WATERS PARKERSON & CO., LLC 5,731 $337K 0.02% -75 13F-HR Timeline FOURPATH CAPITAL MANAGEMENT, LLC More: the full row for FOURPATH CAPITAL MANAGEMENT, LLC 5,717 $336K 0.05% -1,079 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 5,695 $335K 0.01% +239 13F-HR Timeline Group STOCK YARDS BANK & TRUST CO More: the full row for STOCK YARDS BANK & TRUST CO 5,685 $334K 0.01% -8 13F-HR Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 5,670 $333K 0.01% +1,053 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 5,639 $331K 0.02% -22,138 13F-HR Timeline Group ALERUS FINANCIAL NA More: the full row for ALERUS FINANCIAL NA 5,609 $330K 0.02% -500 13F-HR Timeline Impact Capital Partners LLC More: the full row for Impact Capital Partners LLC 5,607 $330K 0.1% -148 13F-HR Timeline Royal Fund Management, LLC More: the full row for Royal Fund Management, LLC 5,600 $329K 0.03% -96,200 13F-HR Timeline SmartHarvest Portfolios, LLC More: the full row for SmartHarvest Portfolios, LLC 5,590 $329K 0.14% -1,027 13F-HR Timeline AVALON CAPITAL MANAGEMENT More: the full row for AVALON CAPITAL MANAGEMENT 5,590 $329K 0.09% 0 13F-HR Timeline Valtrion Capital Management, LLC More: the full row for Valtrion Capital Management, LLC 5,590 $329K 0.31% -238 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 5,583 $328K <0.01% -200 13F-HR Timeline Wick Capital Partners, LLC More: the full row for Wick Capital Partners, LLC 5,581 $328K 0.06% +290 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 5,549 $326K 0.17% -1,122 13F-HR Timeline Legacy Wealth Management, LLC / MS More: the full row for Legacy Wealth Management, LLC / MS 5,535 $325K 0.09% new 13F-HR Timeline Lake Hills Wealth Management, LLC More: the full row for Lake Hills Wealth Management, LLC 5,518 $324K 0.18% new 13F-HR Timeline FORTRESS PRIVATE LEDGER, LLC More: the full row for FORTRESS PRIVATE LEDGER, LLC 5,515 $324K 0.1% +403 13F-HR Timeline Range Financial Group LLC More: the full row for Range Financial Group LLC 5,511 $324K 0.11% new 13F-HR Timeline ROCKLAND TRUST CO More: the full row for ROCKLAND TRUST CO 5,498 $323K 0.01% -28,924 13F-HR Timeline GROUP ONE TRADING LLC More: the full row for GROUP ONE TRADING LLC 5,484 $322K 0.01% -102,491 13F-HR Timeline AVAII WEALTH MANAGEMENT, LLC More: the full row for AVAII WEALTH MANAGEMENT, LLC 5,483 $322K 0.11% +288 13F-HR Timeline GDS Wealth Management More: the full row for GDS Wealth Management 5,474 $322K 0.02% +114 13F-HR Timeline Retireful, LLC More: the full row for Retireful, LLC 5,455 $321K 0.45% +301 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 5,451 $320K 0.01% +106 13F-HR Timeline Trivium Point Advisory, LLC More: the full row for Trivium Point Advisory, LLC 5,442 $320K 0.06% -6,206 13F-HR Timeline Baker Ellis Asset Management LLC More: the full row for Baker Ellis Asset Management LLC 5,400 $317K 0.04% -400 13F-HR Timeline Financial Security Advisor, Inc. More: the full row for Financial Security Advisor, Inc. 5,398 $317K 0.06% new 13F-HR Timeline SILVERCREST ASSET MANAGEMENT GROUP LLC More: the full row for SILVERCREST ASSET MANAGEMENT GROUP LLC 5,332 $313K <0.01% -1,072 13F-HR Timeline Riverbend Wealth Management, LLC More: the full row for Riverbend Wealth Management, LLC 5,308 $312K 0.19% -744 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 5,302 $312K 0.01% -223 13F-HR Timeline Wallace Advisory Group, LLC More: the full row for Wallace Advisory Group, LLC 5,289 $311K 0.33% -2,111 13F-HR Timeline EXCALIBUR MANAGEMENT CORP More: the full row for EXCALIBUR MANAGEMENT CORP 5,276 $310K 0.11% -200 13F-HR Timeline 1900 WEALTH MANAGEMENT LLC More: the full row for 1900 WEALTH MANAGEMENT LLC 5,274 $310K 0.02% new 13F-HR Timeline Willis Johnson & Associates, Inc. More: the full row for Willis Johnson & Associates, Inc. 5,260 $309K 0.02% -250 13F-HR Timeline ENCOMPASS WEALTH ADVISORS, LLC More: the full row for ENCOMPASS WEALTH ADVISORS, LLC 5,242 $308K 0.11% -100 13F-HR Timeline E Fund Management Co., Ltd. More: the full row for E Fund Management Co., Ltd. 5,231 $307K 0.01% 13F-HR Timeline V-Square Quantitative Management LLC More: the full row for V-Square Quantitative Management LLC 5,172 $304K 0.03% -1,206 13F-HR Timeline Kaufman Rossin Wealth, LLC More: the full row for Kaufman Rossin Wealth, LLC 5,153 $303K 0.17% -1,234 13F-HR Timeline Tumwater Wealth Management, LLC More: the full row for Tumwater Wealth Management, LLC 5,085 $299K 0.12% 0 13F-HR Timeline Gilliland Jeter Wealth Management LLC More: the full row for Gilliland Jeter Wealth Management LLC 5,039 $296K 0.09% 0 13F-HR Timeline CAMBIENT FAMILY OFFICE, LLC More: the full row for CAMBIENT FAMILY OFFICE, LLC 5,038 $296K 0.04% +1,007 13F-HR Timeline Quantum Portfolio Management LLC More: the full row for Quantum Portfolio Management LLC 5,014 $295K 0.13% new 13F-HR/A Timeline Autumn Glory Partners, LLC More: the full row for Autumn Glory Partners, LLC 5,008 $294K 0.11% -1,467 13F-HR Timeline Pembroke Management, LTD More: the full row for Pembroke Management, LTD 5,002 $294K 0.04% new 13F-HR Timeline CLIFFORD SWAN INVESTMENT COUNSEL LLC More: the full row for CLIFFORD SWAN INVESTMENT COUNSEL LLC 5,000 $294K 0.01% 0 13F-HR Timeline Harbor Advisors LLC More: the full row for Harbor Advisors LLC 5,000 $294K 0.04% 0 13F-HR Timeline Pavion Blue Capital, LLC More: the full row for Pavion Blue Capital, LLC 5,000 $294K 0.13% 0 13F-HR Timeline one8zero8, LLC More: the full row for one8zero8, LLC 5,000 $294K 0.07% -700 13F-HR Timeline CPA Asset Management Group, LLC More: the full row for CPA Asset Management Group, LLC 4,997 $294K 0.1% 0 13F-HR Timeline XML Financial, LLC More: the full row for XML Financial, LLC 4,965 $292K 0.02% +105 13F-HR Timeline Fullerton Fund Management Co Ltd. More: the full row for Fullerton Fund Management Co Ltd. 4,940 $290K 0.02% -4,795 13F-HR Timeline THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 4,940 $290K 0.02% new 13F-HR Timeline CAPSTONE INVESTMENT ADVISORS, LLC in group CAPSTONE INVESTMENT ADVISORS,… More: the full row for CAPSTONE INVESTMENT ADVISORS, LLC 4,918 $289K <0.01% new 13F-HR Timeline Group Cornerstone Select Advisors, LLC More: the full row for Cornerstone Select Advisors, LLC 4,908 $288K 0.18% +250 13F-HR Timeline Oasis Advisors, LLC More: the full row for Oasis Advisors, LLC 4,900 $288K 0.06% new 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 4,884 $287K 0.03% new 13F-HR Timeline Eaton Financial Holdings Company, LLC More: the full row for Eaton Financial Holdings Company, LLC 4,855 $285K 0.09% new 13F-HR Timeline Howard Capital Management, LLC More: the full row for Howard Capital Management, LLC 4,855 $285K <0.01% -4,697 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 4,829 $284K 0.01% -354 13F-HR Timeline Nicholas Hoffman & Company, LLC. More: the full row for Nicholas Hoffman & Company, LLC. 4,829 $284K 0.01% -1,603 13F-HR Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 4,827 $284K 0.03% +4,377 13F-HR Timeline Group Grantvest Financial Group LLC More: the full row for Grantvest Financial Group LLC 4,819 $283K 0.18% new 13F-HR Timeline 111 Capital More: the full row for 111 Capital 4,806 $282K 0.07% new 13F-HR Timeline LOWE BROCKENBROUGH & CO INC More: the full row for LOWE BROCKENBROUGH & CO INC 4,800 $282K 0.01% -108 13F-HR Timeline HOEY INVESTMENTS, INC More: the full row for HOEY INVESTMENTS, INC 4,800 $282K 0.04% -1,500 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 4,799 $282K 0.03% -421 13F-HR Timeline Limestone Investment Advisors LP More: the full row for Limestone Investment Advisors LP 4,793 $282K 0.14% new 13F-HR Timeline AlTi Global, Inc. in group AlTi Global, Inc. More: the full row for AlTi Global, Inc. 4,859 $282K 0.01% new 13F-HR Timeline Group Symphony Financial, Ltd. Co. More: the full row for Symphony Financial, Ltd. Co. 4,814 $281K 0.04% +219 13F-HR Timeline Investment Research Partners LLC More: the full row for Investment Research Partners LLC 4,773 $281K 0.11% +791 13F-HR Timeline USA FINANCIAL FORMULAS More: the full row for USA FINANCIAL FORMULAS 4,770 $280K 0.05% new 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 4,579 $280K 0.06% -156 13F-HR Timeline Marks Group Wealth Management, Inc More: the full row for Marks Group Wealth Management, Inc 4,760 $280K 0.03% -353 13F-HR Timeline Bank of Marin More: the full row for Bank of Marin 4,750 $279K 0.2% 0 13F-HR Timeline PATRICK M SWEENEY & ASSOCIATES, INC More: the full row for PATRICK M SWEENEY & ASSOCIATES, INC 4,746 $279K 0.18% 0 13F-HR Timeline Defiance ETFs, LLC More: the full row for Defiance ETFs, LLC 4,742 $279K <0.01% new 13F-HR Timeline FUKOKU MUTUAL LIFE INSURANCE Co More: the full row for FUKOKU MUTUAL LIFE INSURANCE Co 4,733 $278K 0.02% 0 13F-HR Timeline IFS Group,LLC More: the full row for IFS Group,LLC 4,723 $278K 0.25% 13F-HR Timeline Qsemble Capital Management, LP More: the full row for Qsemble Capital Management, LP 4,687 $276K 0.02% -39,309 13F-HR Timeline Badgley Phelps Wealth Managers, LLC More: the full row for Badgley Phelps Wealth Managers, LLC 4,677 $275K 0.01% new 13F-HR Timeline Flatrock Wealth Partners LLC More: the full row for Flatrock Wealth Partners LLC 4,676 $275K 0.12% +370 13F-HR Timeline CADINHA & CO LLC More: the full row for CADINHA & CO LLC 4,655 $274K 0.05% -520 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 4,651 $273K 0.15% +4,478 13F-HR Timeline GRIMES & Co WEALTH MANAGEMENT, LLC More: the full row for GRIMES & Co WEALTH MANAGEMENT, LLC 4,649 $273K 0.01% -12 13F-HR Timeline Carson Advisory Inc. More: the full row for Carson Advisory Inc. 4,644 $273K 0.14% -420 13F-HR Timeline Legacy Capital Group California, Inc. More: the full row for Legacy Capital Group California, Inc. 4,644 $273K 0.1% +698 13F-HR Timeline Alpha Omega Wealth Management LLC More: the full row for Alpha Omega Wealth Management LLC 4,642 $273K 0.04% +5 13F-HR Timeline FORTEM FINANCIAL GROUP, LLC More: the full row for FORTEM FINANCIAL GROUP, LLC 4,642 $273K 0.07% +201 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 4,640 $273K 0.01% new 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 4,613 $271K 0.02% -3,832 13F-HR Timeline MORTON COMMUNITY BANK More: the full row for MORTON COMMUNITY BANK 4,602 $271K 0.06% 0 13F-HR Timeline Benin Management CORP More: the full row for Benin Management CORP 4,596 $270K 0.06% 0 13F-HR Timeline Dynasty Wealth Management, LLC More: the full row for Dynasty Wealth Management, LLC 4,585 $270K <0.01% new 13F-HR Timeline 55 North Private Wealth, LLC More: the full row for 55 North Private Wealth, LLC 4,583 $269K 0.07% +460 13F-HR Timeline Jackson Hole Capital Partners, LLC More: the full row for Jackson Hole Capital Partners, LLC 4,566 $268K 0.04% new 13F-HR Timeline Regent Peak Wealth Advisors LLC More: the full row for Regent Peak Wealth Advisors LLC 4,562 $268K 0.05% +150 13F-HR Timeline Heartland Bank & Trust Co More: the full row for Heartland Bank & Trust Co 4,560 $268K 0.06% +145 13F-HR Timeline Capital Wealth Planning, LLC More: the full row for Capital Wealth Planning, LLC 4,552 $268K <0.01% new 13F-HR Timeline Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 3,983 $268K 0.02% -15 13F-HR Timeline WHITE PINE CAPITAL LLC More: the full row for WHITE PINE CAPITAL LLC 4,550 $267K 0.07% 0 13F-HR/A Timeline Evercore Wealth Management, LLC More: the full row for Evercore Wealth Management, LLC 4,543 $267K <0.01% new 13F-HR Timeline Hardin Capital Partners, LLC More: the full row for Hardin Capital Partners, LLC 4,513 $265K 0.12% -24 13F-HR Timeline Quantum Financial Advisors, LLC More: the full row for Quantum Financial Advisors, LLC 4,510 $265K 0.03% +446 13F-HR Timeline First PREMIER Bank More: the full row for First PREMIER Bank 4,500 $265K 0.06% 0 13F-HR Timeline SPIRIT OF AMERICA MANAGEMENT CORP/NY More: the full row for SPIRIT OF AMERICA MANAGEMENT CORP/NY 4,500 $265K 0.05% +1,000 13F-HR Timeline BURKE & HERBERT BANK & TRUST CO More: the full row for BURKE & HERBERT BANK & TRUST CO 4,500 $265K 0.07% 0 13F-HR Timeline Prosperity Planning, Inc. More: the full row for Prosperity Planning, Inc. 4,500 $265K 0.07% new 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 4,746 $264K <0.01% +22 13F-HR Timeline KINTRA WEALTH, LLC More: the full row for KINTRA WEALTH, LLC 4,476 $263K 0.02% new 13F-HR Timeline Edgestream Partners, L.P. More: the full row for Edgestream Partners, L.P. 4,449 $262K 0.01% -22,366 13F-HR Timeline Procyon Advisors, LLC More: the full row for Procyon Advisors, LLC 4,442 $261K 0.01% -114 13F-HR Timeline PEAPACK GLADSTONE FINANCIAL CORP More: the full row for PEAPACK GLADSTONE FINANCIAL CORP 4,433 $261K <0.01% +447 13F-HR Timeline DEBUSSY CAPITAL MANAGEMENT LP More: the full row for DEBUSSY CAPITAL MANAGEMENT LP 4,412 $259K 0.04% +123 13F-HR Timeline Trueblood Wealth Management, LLC More: the full row for Trueblood Wealth Management, LLC 4,380 $257K 0.1% +10 13F-HR Timeline LEIGH BALDWIN & CO., LLC More: the full row for LEIGH BALDWIN & CO., LLC 4,376 $257K 0.17% +132 13F-HR Timeline Biltmore Wealth Management, LLC More: the full row for Biltmore Wealth Management, LLC 4,370 $257K 0.09% -4 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 4,367 $257K <0.01% -156 13F-HR Timeline LANE BROTHERS & CO INC More: the full row for LANE BROTHERS & CO INC 4,336 $255K 0.19% -298 13F-HR Timeline Range Advisory, LLC More: the full row for Range Advisory, LLC 4,320 $254K 0.05% new 13F-HR Timeline Alpine Bank Wealth Management in group Alpine Bank Wealth Management More: the full row for Alpine Bank Wealth Management 4,302 $253K 0.04% new 13F-HR Timeline Group POINCIANA ADVISORS GROUP, LLC More: the full row for POINCIANA ADVISORS GROUP, LLC 4,287 $252K 0.2% 0 13F-HR Timeline Gallagher Fiduciary Advisors, LLC in group Gallagher Fiduciary Advisors,… More: the full row for Gallagher Fiduciary Advisors, LLC 4,271 $251K 0.01% +33 13F-HR Timeline Group SIG BROKERAGE, LP More: the full row for SIG BROKERAGE, LP 4,270 $251K 0.07% new 13F-HR Timeline LBMC INVESTMENT ADVISORS, LLC More: the full row for LBMC INVESTMENT ADVISORS, LLC 4,250 $250K 0.02% 0 13F-HR Timeline Congress Park Capital LLC More: the full row for Congress Park Capital LLC 4,250 $250K 0.08% new 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 4,248 $250K 0.01% 0 13F-HR Timeline Group WEST MICHIGAN ADVISORS, LLC More: the full row for WEST MICHIGAN ADVISORS, LLC 4,242 $249K 0.05% -65 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 4,241 $249K 0.01% 0 13F-HR Timeline Income Insurance Ltd More: the full row for Income Insurance Ltd 4,238 $249K 0.17% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Waterfront Wealth Inc. More: the full row for Waterfront Wealth Inc. 4,224 $248K 0.05% +57 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 4,200 $247K <0.01% new 13F-HR Timeline CANANDAIGUA NATIONAL CORP in group CANANDAIGUA NATIONAL BANK & T… More: the full row for CANANDAIGUA NATIONAL CORP 4,183 $246K 0.02% 13F-HR Timeline Group Wellspring Financial Advisors, LLC More: the full row for Wellspring Financial Advisors, LLC 4,177 $246K 0.02% -687 13F-HR Timeline SILVERLAKE WEALTH MANAGEMENT LLC More: the full row for SILVERLAKE WEALTH MANAGEMENT LLC 4,173 $245K 0.05% +3 13F-HR Timeline LJI Wealth Management, LLC More: the full row for LJI Wealth Management, LLC 4,162 $245K 0.04% 0 13F-HR Timeline MOODY LYNN LIEBERSON & WALKER, LLC More: the full row for MOODY LYNN LIEBERSON & WALKER, LLC 4,152 $244K 0.01% +47 13F-HR Timeline Mathes Company, Inc. More: the full row for Mathes Company, Inc. 4,150 $244K 0.09% 0 13F-HR Timeline Encompass More Asset Management More: the full row for Encompass More Asset Management 4,148 $244K 0.04% new 13F-HR Timeline Terra Nova Asset Management LLC More: the full row for Terra Nova Asset Management LLC 4,147 $244K 0.18% new 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 4,134 $243K 0.03% +259 13F-HR Timeline Syverson Strege & Co More: the full row for Syverson Strege & Co 4,116 $242K 0.06% +3 13F-HR Timeline ASHTON THOMAS SECURITIES, LLC More: the full row for ASHTON THOMAS SECURITIES, LLC 4,109 $242K 0.03% -737 13F-HR Timeline