ELEVATE WEALTH ADVISORY, INC More: the full row for ELEVATE WEALTH ADVISORY, INC 12,642 $1.06M 0.77% -46 13F-HR Timeline Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 12,540 $1.05M 0.38% +579 13F-HR Timeline Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 12,506 $1.05M 0.04% -23,257 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 12,492 $1.05M 0.01% -932 13F-HR Timeline MUFG Securities EMEA plc More: the full row for MUFG Securities EMEA plc 12,467 $1.05M 0.03% +10,593 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 12,457 $1.05M 0.02% -700 13F-HR Timeline Group Keeler Thomas Management LLC More: the full row for Keeler Thomas Management LLC 12,432 $1.05M 0.43% -29 13F-HR Timeline PRAXIS INVESTMENT MANAGEMENT INC More: the full row for PRAXIS INVESTMENT MANAGEMENT INC 12,416 $1.04M 0.06% -6,654 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 12,373 $1.04M 0.04% +3,718 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 12,276 $1.03M 0.08% +3,682 13F-HR Timeline Radnor Capital Management, LLC More: the full row for Radnor Capital Management, LLC 12,200 $1.03M 0.16% 0 13F-HR Timeline Rooted Wealth Advisors, Inc. More: the full row for Rooted Wealth Advisors, Inc. 11,798 $1.01M 0.31% +6,633 13F-HR Timeline Prescott Group Capital Management, L.L.… More: the full row for Prescott Group Capital Management, L.L.C. 12,000 $1.01M 0.11% -11,875 13F-HR Timeline Bell Bank More: the full row for Bell Bank 11,896 $1M 0.04% +207 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 11,879 $999K 0.03% +3,635 13F-HR Timeline Pinnacle Financial Partners Inc More: the full row for Pinnacle Financial Partners Inc 11,864 $998K 0.02% -40 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) 11,840 $996K 0.03% -876 13F-HR Timeline Group EVENTIDE ASSET MANAGEMENT, LLC More: the full row for EVENTIDE ASSET MANAGEMENT, LLC 11,696 $990K 0.02% +2,860 13F-HR Timeline J2 Capital Management Inc More: the full row for J2 Capital Management Inc 11,724 $986K 0.74% +3,852 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 11,719 $985K 0.02% +5,300 13F-HR Timeline Eisler Capital Management Ltd. More: the full row for Eisler Capital Management Ltd. 11,621 $984K 0.02% +5,231 13F-HR Timeline Symphony Financial, Ltd. Co. More: the full row for Symphony Financial, Ltd. Co. 11,684 $984K 0.12% new 13F-HR Timeline Laird Norton Wetherby Wealth Management… More: the full row for Laird Norton Wetherby Wealth Management, LLC 11,687 $983K 0.04% -2,905 13F-HR Timeline Aviso Financial Inc. More: the full row for Aviso Financial Inc. 11,660 $980K 0.04% new 13F-HR Timeline STF Management LP More: the full row for STF Management LP 11,624 $977K 0.36% -315 13F-HR Timeline Qtron Investments LLC More: the full row for Qtron Investments LLC 11,550 $971K 0.12% +440 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 11,510 $968K 0.03% -5 13F-HR Timeline Quantum Portfolio Management LLC More: the full row for Quantum Portfolio Management LLC 11,499 $967K 0.29% +2,903 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 11,135 $936K 0.03% -1,661 13F-HR Timeline SVB WEALTH LLC More: the full row for SVB WEALTH LLC 11,062 $930K 0.05% -144 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 10,964 $922K 0.04% +419 13F-HR Timeline SummitTX Capital, L.P. More: the full row for SummitTX Capital, L.P. 10,937 $920K 0.04% new 13F-HR Timeline CAISSE DES DEPOTS ET CONSIGNATIONS More: the full row for CAISSE DES DEPOTS ET CONSIGNATIONS 10,866 $914K 0.04% 0 13F-HR Timeline Roof Eidam Maycock Peralta, LLC More: the full row for Roof Eidam Maycock Peralta, LLC 10,860 $913K 0.22% -970 13F-HR Timeline Werlinich Asset Management, LLC More: the full row for Werlinich Asset Management, LLC 10,835 $911K 0.45% +185 13F-HR Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 10,823 $910K 0.01% +130 13F-HR Timeline Group CANTOR FITZGERALD, L. P. in group CANTOR FITZGERALD, L. P. More: the full row for CANTOR FITZGERALD, L. P. 10,813 $909K 0.02% new 13F-HR/A Timeline Group Bleakley Financial Group, LLC More: the full row for Bleakley Financial Group, LLC 10,748 $904K 0.02% +452 13F-HR Timeline LOS ANGELES CAPITAL MANAGEMENT LLC More: the full row for LOS ANGELES CAPITAL MANAGEMENT LLC 10,719 $901K <0.01% -1,353,641 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 10,414 $895K 0.01% -106,501 13F-HR Timeline Canada Post Corp Registered Pension Plan More: the full row for Canada Post Corp Registered Pension Plan 10,530 $891K 0.04% 0 13F-HR Timeline WILLNER & HELLER, LLC More: the full row for WILLNER & HELLER, LLC 10,475 $881K 0.68% +1,073 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 10,471 $875K 0.02% -80 13F-HR/A Timeline Jacksonville Wealth Management, LLC More: the full row for Jacksonville Wealth Management, LLC 10,371 $872K 0.64% -459 13F-HR Timeline Systematic Alpha Investments, LLC More: the full row for Systematic Alpha Investments, LLC 10,360 $871K 0.03% 0 13F-HR Timeline FLC Capital Advisors More: the full row for FLC Capital Advisors 10,305 $866K 0.17% 0 13F-HR Timeline Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 10,359 $861K 0.11% -9,572 13F-HR Timeline Beck Bode, LLC More: the full row for Beck Bode, LLC 10,231 $860K 0.14% +962 13F-HR Timeline Callan Family Office, LLC More: the full row for Callan Family Office, LLC 10,227 $860K 0.03% -2,040 13F-HR Timeline Wisconsin Wealth Advisors, LLC More: the full row for Wisconsin Wealth Advisors, LLC 10,075 $847K 0.81% +2,079 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 10,033 $844K <0.01% +1,203 13F-HR Timeline BEACON INVESTMENT ADVISORS LLC More: the full row for BEACON INVESTMENT ADVISORS LLC 10,004 $841K 0.34% 0 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 9,996 $840K 0.01% -5,074 13F-HR Timeline GraniteShares Advisors LLC More: the full row for GraniteShares Advisors LLC 9,967 $838K 0.49% +1,354 13F-HR Timeline OneAscent Financial Services LLC group of 3 filers holding More: the full row for OneAscent Financial Services LLC 9,942 $836K +1,596 Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 9,914 $834K 0.02% +4,658 13F-HR Timeline Gallacher Capital Management LLC More: the full row for Gallacher Capital Management LLC 9,760 $821K 0.32% +5,926 13F-HR Timeline FLOSSBACH VON STORCH SE More: the full row for FLOSSBACH VON STORCH SE 9,753 $820K <0.01% new 13F-HR Timeline St. Johns Investment Management Company… More: the full row for St. Johns Investment Management Company, LLC 9,658 $812K 0.35% +2,137 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 9,610 $808K 0.04% +5,914 13F-HR Timeline Clare Market Investments LLC More: the full row for Clare Market Investments LLC 9,605 $808K 0.16% +2,100 13F-HR Timeline PATRON PARTNERS, LLC More: the full row for PATRON PARTNERS, LLC 9,534 $802K 0.36% -2,008 13F-HR Timeline Altshuler Shaham Ltd More: the full row for Altshuler Shaham Ltd 9,467 $796K 0.01% new 13F-HR Timeline AXS Investments LLC More: the full row for AXS Investments LLC 9,445 $794K 0.25% +380 13F-HR/A Timeline CASCADE INVESTMENT GROUP, INC. More: the full row for CASCADE INVESTMENT GROUP, INC. 9,425 $792K 0.52% +350 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 9,399 $790K 0.01% -356 13F-HR Timeline DOVER ADVISORS, LLC More: the full row for DOVER ADVISORS, LLC 9,338 $785K 0.31% -113 13F-HR Timeline RENAISSANCE GROUP LLC More: the full row for RENAISSANCE GROUP LLC 9,246 $777K 0.03% -231 13F-HR Timeline Glenview Trust Co More: the full row for Glenview Trust Co 9,213 $775K 0.01% +36 13F-HR Timeline EDMOND DE ROTHSCHILD HOLDING S.A. in group EDMOND DE ROTHSCHILD HOLDING … More: the full row for EDMOND DE ROTHSCHILD HOLDING S.A. 9,093 $765K 0.01% +8,039 13F-HR Timeline Group Applied Finance Capital Management, LLC More: the full row for Applied Finance Capital Management, LLC 9,063 $762K 0.05% -1,537 13F-HR Timeline FineMark National Bank & Trust More: the full row for FineMark National Bank & Trust 9,005 $757K 0.02% -192 13F-HR Timeline Integrated Quantitative Investments LLC More: the full row for Integrated Quantitative Investments LLC 8,797 $740K 0.21% +14 13F-HR Timeline PANAGORA ASSET MANAGEMENT INC More: the full row for PANAGORA ASSET MANAGEMENT INC 8,763 $737K <0.01% -48,928 13F-HR Timeline Net Worth Advisory Group More: the full row for Net Worth Advisory Group 8,679 $730K 0.21% -900 13F-HR Timeline Krilogy Financial LLC More: the full row for Krilogy Financial LLC 8,484 $730K 0.03% new 13F-HR Timeline Zhang Financial LLC More: the full row for Zhang Financial LLC 8,629 $726K 0.03% -418 13F-HR Timeline MAINSTAY CAPITAL MANAGEMENT LLC /ADV More: the full row for MAINSTAY CAPITAL MANAGEMENT LLC /ADV 8,571 $721K 0.07% -8,245 13F-HR Timeline GREENLEAF TRUST More: the full row for GREENLEAF TRUST 8,557 $719K 0.01% -979 13F-HR Timeline PACES FERRY WEALTH ADVISORS, LLC More: the full row for PACES FERRY WEALTH ADVISORS, LLC 8,484 $713K 0.3% -35 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 8,432 $709K 0.01% +56 13F-HR Timeline Group PITCAIRN CO in group PITCAIRN CO More: the full row for PITCAIRN CO 8,427 $709K 0.06% -6,242 13F-HR Timeline Group Occidental Asset Management, LLC More: the full row for Occidental Asset Management, LLC 8,389 $705K 0.09% +1,886 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 8,368 $704K <0.01% -1,490 13F-HR/A Timeline Parcion Private Wealth LLC More: the full row for Parcion Private Wealth LLC 8,314 $699K 0.04% -2,791 13F-HR Timeline New England Research & Management, Inc. More: the full row for New England Research & Management, Inc. 8,205 $690K 0.32% -17,575 13F-HR Timeline Ellevest, Inc. More: the full row for Ellevest, Inc. 8,198 $689K 0.1% new 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 8,129 $683K 0.02% 0 13F-HR Timeline Versor Investments LP More: the full row for Versor Investments LP 8,102 $681K 0.13% -2,800 13F-HR Timeline X-Square Capital, LLC More: the full row for X-Square Capital, LLC 8,072 $679K 0.21% 0 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 8,051 $677K 0.02% +2,752 13F-HR Timeline Chicago Capital, LLC More: the full row for Chicago Capital, LLC 8,007 $673K 0.02% +239 13F-HR Timeline ROBERTS GLORE & CO INC /IL/ More: the full row for ROBERTS GLORE & CO INC /IL/ 7,995 $672K 0.18% +610 13F-HR Timeline ATTICUS WEALTH MANAGEMENT, LLC More: the full row for ATTICUS WEALTH MANAGEMENT, LLC 7,955 $669K 0.17% 0 13F-HR Timeline Perbak Capital Partners LLP More: the full row for Perbak Capital Partners LLP 7,842 $659K 0.12% new 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 7,833 $659K 0.04% +5,320 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 7,814 $657K 0.01% -352 13F-HR Timeline Group VALLEY WEALTH MANAGERS, INC. in group VALLEY WEALTH MANAGERS, INC. More: the full row for VALLEY WEALTH MANAGERS, INC. 7,752 $652K 0.04% +972 13F-HR Timeline Group Peck Wealth Management, LLC More: the full row for Peck Wealth Management, LLC 7,700 $647K 0.62% 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 7,670 $645K 0.01% -3,698 13F-HR Timeline Crew Capital Management, Ltd More: the full row for Crew Capital Management, Ltd 7,653 $643K 0.43% -422 13F-HR Timeline Freestone Capital Holdings, LLC in group Freestone Capital Holdings, L… More: the full row for Freestone Capital Holdings, LLC 7,640 $642K 0.02% 0 13F-HR Timeline Group Archford Capital Strategies, LLC More: the full row for Archford Capital Strategies, LLC 7,637 $642K 0.08% -42 13F-HR Timeline Avestar Capital, LLC More: the full row for Avestar Capital, LLC 7,615 $640K 0.05% -511 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 7,573 $637K 0.01% +326 13F-HR Timeline NTV Asset Management LLC More: the full row for NTV Asset Management LLC 7,500 $631K 0.07% 0 13F-HR Timeline Thrive Wealth Management, LLC More: the full row for Thrive Wealth Management, LLC 7,470 $628K 0.09% -1,565 13F-HR Timeline CX Institutional More: the full row for CX Institutional 7,443 $626K 0.02% -38 13F-HR Timeline WESBANCO BANK INC More: the full row for WESBANCO BANK INC 7,406 $623K 0.02% +31 13F-HR Timeline Inscription Capital, LLC More: the full row for Inscription Capital, LLC 7,366 $619K 0.07% +971 13F-HR Timeline Trust Asset Management LLC More: the full row for Trust Asset Management LLC 7,352 $618K 0.04% 0 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 7,336 $617K 0.02% -547 13F-HR Timeline Global X Japan Co., Ltd. More: the full row for Global X Japan Co., Ltd. 7,323 $616K 0.05% +7,193 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 7,309 $615K 0.02% -12,611 13F-HR Timeline Group Polymer Capital Management (US) LLC More: the full row for Polymer Capital Management (US) LLC 7,297 $614K 0.08% new 13F-HR Timeline Cache Advisors, LLC More: the full row for Cache Advisors, LLC 7,285 $613K 0.11% 0 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 7,265 $611K 0.01% 0 13F-HR Timeline Conestoga Capital Advisors, LLC More: the full row for Conestoga Capital Advisors, LLC 7,213 $606K 0.01% +40 13F-HR Timeline Choate Investment Advisors More: the full row for Choate Investment Advisors 7,212 $606K 0.01% +3,070 13F-HR Timeline Wealth Alliance Advisory Group, LLC More: the full row for Wealth Alliance Advisory Group, LLC 7,206 $606K 0.11% -3,044 13F-HR Timeline GREAT LAKES ADVISORS, LLC More: the full row for GREAT LAKES ADVISORS, LLC 7,160 $602K 0.01% -639 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 7,085 $596K 0.03% -326 13F-HR Timeline Cornerstone Select Advisors, LLC More: the full row for Cornerstone Select Advisors, LLC 7,042 $592K 0.44% +752 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. 6,992 $588K 0.01% +761 13F-HR Timeline Group EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 6,979 $587K 0.01% -12 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 6,866 $585K 0.29% +19 13F-HR Timeline LOOMIS SAYLES & CO L P in group LOOMIS SAYLES & CO L P More: the full row for LOOMIS SAYLES & CO L P 6,953 $585K <0.01% new 13F-HR Timeline Group Brooklyn Investment Group More: the full row for Brooklyn Investment Group 5,668 $584K 0.08% -122 13F-HR/A Timeline LECAP ASSET MANAGEMENT LTD More: the full row for LECAP ASSET MANAGEMENT LTD 6,948 $584K 0.2% new 13F-HR Timeline CFC Planning Co LLC More: the full row for CFC Planning Co LLC 6,919 $582K 0.49% +1,278 13F-HR Timeline Wealth Quarterback LLC More: the full row for Wealth Quarterback LLC 6,891 $579K 0.22% -1,074 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 6,869 $578K 0.01% +806 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 6,863 $577K 0.05% +1,732 13F-HR Timeline Kaydan Wealth Management, Inc. More: the full row for Kaydan Wealth Management, Inc. 6,847 $576K 0.16% -25 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 6,779 $576K 0.02% -389 13F-HR Timeline Alpha Zero LLC More: the full row for Alpha Zero LLC 6,824 $574K 0.33% +1,297 13F-HR Timeline Summit Global Investments in group Summit Global Investments More: the full row for Summit Global Investments 6,810 $573K 0.03% -200 13F-HR Timeline Group Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 6,808 $572K 0.01% -546 13F-HR Timeline JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 6,802 $572K 0.14% +377 13F-HR Timeline HOWLAND CAPITAL MANAGEMENT LLC More: the full row for HOWLAND CAPITAL MANAGEMENT LLC 6,800 $572K 0.02% 0 13F-HR Timeline CAXTON ASSOCIATES LLP More: the full row for CAXTON ASSOCIATES LLP 6,744 $567K 0.02% -30,863 13F-HR Timeline Fielder Capital Group LLC More: the full row for Fielder Capital Group LLC 6,731 $566K 0.13% -269 13F-HR Timeline Quantum Private Wealth, LLC More: the full row for Quantum Private Wealth, LLC 6,705 $564K 0.16% -100 13F-HR Timeline Buck Wealth Strategies, LLC More: the full row for Buck Wealth Strategies, LLC 6,702 $564K 0.08% new 13F-HR Timeline Meiji Yasuda Life Insurance Co group of 2 filers holding More: the full row for Meiji Yasuda Life Insurance Co 6,665 $560K -27,470 Timeline Interchange Capital Partners, LLC More: the full row for Interchange Capital Partners, LLC 6,650 $559K 0.11% +947 13F-HR Timeline SCS Capital Management LLC More: the full row for SCS Capital Management LLC 6,637 $558K 0.01% -40 13F-HR Timeline CORNERSTONE ENTERPRISES, LLC More: the full row for CORNERSTONE ENTERPRISES, LLC 6,602 $555K 0.27% +319 13F-HR Timeline Hillsdale Investment Management Inc. More: the full row for Hillsdale Investment Management Inc. 6,600 $555K 0.02% +1,200 13F-HR Timeline GEM Asset Management, LLC More: the full row for GEM Asset Management, LLC 6,495 $552K 0.26% 0 13F-HR Timeline AEGON ASSET MANAGEMENT UK Plc More: the full row for AEGON ASSET MANAGEMENT UK Plc 6,542 $550K 0.01% +3,161 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 6,475 $544K 0.03% +466 13F-HR Timeline Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 6,413 $539K 0.05% new 13F-HR Timeline Azimuth Capital Investment Management L… More: the full row for Azimuth Capital Investment Management LLC 6,410 $539K 0.02% 0 13F-HR Timeline GERBER, LLC More: the full row for GERBER, LLC 6,400 $538K 0.34% 0 13F-HR Timeline DC Investments Management, LLC More: the full row for DC Investments Management, LLC 6,391 $537K 0.22% 0 13F-HR Timeline Allen Mooney & Barnes Investment Adviso… More: the full row for Allen Mooney & Barnes Investment Advisors LLC 6,347 $534K 0.08% +100 13F-HR Timeline Masso Torrence Wealth Management Inc. More: the full row for Masso Torrence Wealth Management Inc. 6,332 $532K 0.22% +522 13F-HR Timeline Catalyst Capital Advisors LLC More: the full row for Catalyst Capital Advisors LLC 6,331 $532K 0.01% +332 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 6,307 $530K 0.08% +48 13F-HR Timeline Group REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 6,246 $525K <0.01% +97 13F-HR/A Timeline Group RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 6,196 $521K 0.01% -1,221 13F-HR Timeline Mascagni Wealth Management, Inc. More: the full row for Mascagni Wealth Management, Inc. 6,191 $521K 0.4% 0 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 6,162 $518K <0.01% +1,189 13F-HR Timeline Group Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 6,068 $510K 0.05% +302 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 6,065 $510K 0.02% -17,340 13F-HR Timeline Group SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 5,947 $500K 0.03% -132 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 5,900 $496K 0.03% +433 13F-HR Timeline AssuredPartners Investment Advisors, LLC More: the full row for AssuredPartners Investment Advisors, LLC 5,881 $494K 0.11% +46 13F-HR Timeline Kenora Financial, LLC More: the full row for Kenora Financial, LLC 5,860 $493K 0.17% 0 13F-HR Timeline BYRNE FINANCIAL FREEDOM, LLC More: the full row for BYRNE FINANCIAL FREEDOM, LLC 5,783 $486K 0.24% -3,288 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 5,780 $486K 0.01% +998 13F-HR Timeline WRIGHT INVESTORS SERVICE INC More: the full row for WRIGHT INVESTORS SERVICE INC 5,740 $483K 0.14% +1,073 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. LeConte Wealth Management, LLC More: the full row for LeConte Wealth Management, LLC 5,688 $478K 0.32% +432 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 5,638 $474K 0.01% -3,868 13F-HR Timeline Capital Investment Counsel, Inc More: the full row for Capital Investment Counsel, Inc 5,625 $473K 0.06% -47 13F-HR Timeline Unique Wealth Strategies, LLC More: the full row for Unique Wealth Strategies, LLC 5,519 $464K 0.18% new 13F-HR Timeline BXM Wealth LLC More: the full row for BXM Wealth LLC 5,500 $462K 0.44% +900 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 5,482 $461K <0.01% -860 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 5,472 $460K 0.02% -7,840 13F-HR Timeline TrinityBridge Ltd More: the full row for TrinityBridge Ltd 5,465 $460K 0.01% 0 13F-HR Timeline Retirement Planning Group, LLC More: the full row for Retirement Planning Group, LLC 5,456 $459K 0.02% +2 13F-HR Timeline NOVARE CAPITAL MANAGEMENT LLC More: the full row for NOVARE CAPITAL MANAGEMENT LLC 5,407 $455K 0.03% +2,807 13F-HR Timeline BLB&B Advisors, LLC More: the full row for BLB&B Advisors, LLC 5,375 $452K 0.02% +399 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 5,324 $448K 0.01% -105 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 5,310 $446K 0.01% -591 13F-HR Timeline Optas, LLC More: the full row for Optas, LLC 5,304 $446K 0.08% +3,108 13F-HR Timeline Morningstar Investment Management LLC in group Morningstar Investment Manage… More: the full row for Morningstar Investment Management LLC 5,269 $443K 0.02% new 13F-HR Timeline Group Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 5,233 $443K 0.03% +1,207 13F-HR Timeline Livforsakringsbolaget Skandia, Omsesidi… More: the full row for Livforsakringsbolaget Skandia, Omsesidigt 5,212 $438K 0.02% -2,900 13F-HR Timeline Banco BTG Pactual S.A. More: the full row for Banco BTG Pactual S.A. 5,200 $437K 0.06% new 13F-HR Timeline South Dakota Investment Council More: the full row for South Dakota Investment Council 5,185 $436K 0.01% -800 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 5,125 $431K 0.01% +766 13F-HR Timeline Delta Investment Management, LLC More: the full row for Delta Investment Management, LLC 5,125 $431K 0.08% -500 13F-HR Timeline Acorn Wealth Advisors, LLC More: the full row for Acorn Wealth Advisors, LLC 5,116 $430K 0.13% +34 13F-HR Timeline KIRTLAND HILLS CAPITAL MANAGEMENT, LLC More: the full row for KIRTLAND HILLS CAPITAL MANAGEMENT, LLC 5,112 $430K 0.17% -3,253 13F-HR Timeline Calamos Wealth Management LLC in group Calamos Advisors LLC More: the full row for Calamos Wealth Management LLC 5,097 $429K 0.02% new 13F-HR Timeline Group Fiduciary Alliance LLC More: the full row for Fiduciary Alliance LLC 5,093 $428K 0.03% +147 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 5,080 $427K 0.1% -450 13F-HR Timeline Investment Partners Asset Management, I… More: the full row for Investment Partners Asset Management, Inc. 5,079 $427K 0.28% +877 13F-HR Timeline