Masso Torrence Wealth Management Inc. More: the full row for Masso Torrence Wealth Management Inc. 5,162 $488K 0.26% +88 13F-HR Timeline THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 5,155 $487K 0.03% 0 13F-HR Timeline Chiron Investment Management, LLC More: the full row for Chiron Investment Management, LLC 5,076 $480K 0.16% 0 13F-HR Timeline Acorn Wealth Advisors, LLC More: the full row for Acorn Wealth Advisors, LLC 5,069 $479K 0.2% -1 13F-HR Timeline Investment Advisory Group, LLC More: the full row for Investment Advisory Group, LLC 5,058 $478K 0.16% 0 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 5,050 $477K 0.01% 13F-HR Timeline Garde Capital, Inc. More: the full row for Garde Capital, Inc. 5,025 $475K 0.03% 0 13F-HR Timeline REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 5,015 $474K <0.01% -66 13F-HR Timeline Group Spurstone Advisory Services, LLC More: the full row for Spurstone Advisory Services, LLC 5,000 $472K 9% 13F-HR Timeline Yorktown Management & Research Co Inc More: the full row for Yorktown Management & Research Co Inc 4,950 $468K 0.45% 0 13F-HR Timeline CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 4,949 $468K 0.09% +188 13F-HR Timeline RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 4,909 $464K 0.01% +1,465 13F-HR Timeline Optimist Retirement Group LLC More: the full row for Optimist Retirement Group LLC 4,905 $463K 0.22% -175 13F-HR Timeline CORNERSTONE ENTERPRISES, LLC More: the full row for CORNERSTONE ENTERPRISES, LLC 4,903 $463K 0.28% new 13F-HR Timeline FLOW TRADERS U.S. LLC More: the full row for FLOW TRADERS U.S. LLC 4,891 $462K 0.02% new 13F-HR Timeline Interchange Capital Partners, LLC More: the full row for Interchange Capital Partners, LLC 4,435 $460K 0.17% new 13F-HR Timeline ASAHI LIFE ASSET MANAGEMENT CO., LTD. More: the full row for ASAHI LIFE ASSET MANAGEMENT CO., LTD. 4,800 $454K 0.28% -850 13F-HR Timeline Freedom Investment Management, Inc. More: the full row for Freedom Investment Management, Inc. 4,751 $449K 0.04% +861 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 4,739 $448K 0.01% +1,627 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 4,719 $446K <0.01% -1,754 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 4,680 $442K 0.15% +390 13F-HR Timeline Mendel Money Management More: the full row for Mendel Money Management 4,655 $440K 0.2% 0 13F-HR Timeline Essex Financial Services, Inc. group of 2 filers holding More: the full row for Essex Financial Services, Inc. 4,642 $439K new Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 4,641 $438K 0.01% +16 13F-HR Timeline Group POINCIANA ADVISORS GROUP, LLC More: the full row for POINCIANA ADVISORS GROUP, LLC 4,616 $436K 0.44% 13F-HR Timeline GRIES FINANCIAL LLC More: the full row for GRIES FINANCIAL LLC 4,600 $435K 0.08% +742 13F-HR Timeline Petrus Trust Company, LTA More: the full row for Petrus Trust Company, LTA 4,594 $434K 0.04% +405 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 5,637 $432K 0.03% -407 13F-HR Timeline My Legacy Advisors, LLC More: the full row for My Legacy Advisors, LLC 4,629 $431K 0.17% -69 13F-HR Timeline CAPITAL ADVISORY GROUP ADVISORY SERVICE… More: the full row for CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC 4,545 $429K 0.15% 0 13F-HR Timeline Atlatl Advisers LLC More: the full row for Atlatl Advisers LLC 4,535 $428K 0.25% 13F-HR Timeline Sandy Spring Bank More: the full row for Sandy Spring Bank 4,500 $425K 0.02% 0 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 4,480 $423K 0.01% +615 13F-HR Timeline Haverford Trust Co More: the full row for Haverford Trust Co 4,478 $423K <0.01% -1,581 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 4,498 $423K 0.01% +768 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 4,468 $422K <0.01% +1,186 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 4,455 $421K 0.04% +230 13F-HR Timeline Lifestyle Asset Management, Inc. More: the full row for Lifestyle Asset Management, Inc. 4,437 $419K 0.23% -178 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 4,428 $418K <0.01% +612 13F-HR Timeline Group Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 4,426 $418K 0.09% +303 13F-HR Timeline Sciencast Management LP More: the full row for Sciencast Management LP 4,390 $415K 0.11% -27,432 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 4,387 $414K 0.02% +910 13F-HR Timeline Ramirez Asset Management, Inc. More: the full row for Ramirez Asset Management, Inc. 4,387 $414K 0.08% 0 13F-HR Timeline Impact Investors, Inc More: the full row for Impact Investors, Inc 4,359 $412K 0.32% 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 4,354 $411K 0.01% -640 13F-HR Timeline AlTi Global, Inc. in group AlTi Global, Inc. More: the full row for AlTi Global, Inc. 4,318 $408K 0.01% +4 13F-HR Timeline Group Truvestments Capital LLC More: the full row for Truvestments Capital LLC 4,310 $407K 0.1% +127 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 4,308 $407K 0.03% -52 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 4,278 $404K 0.01% -74 13F-HR Timeline Archford Capital Strategies, LLC More: the full row for Archford Capital Strategies, LLC 4,266 $403K 0.06% -840 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 4,242 $401K 0.01% -25 13F-HR Timeline Prosperity Wealth Management, Inc. in group Prosperity Financial Group, I… More: the full row for Prosperity Wealth Management, Inc. 4,235 $400K 0.16% new 13F-HR Timeline Group Peloton Wealth Strategists More: the full row for Peloton Wealth Strategists 4,230 $400K 0.16% +1,155 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 4,232 $400K 0.03% 0 13F-HR Timeline Scientech Research LLC More: the full row for Scientech Research LLC 4,221 $399K 0.11% new 13F-HR Timeline Investment Partners Asset Management, I… More: the full row for Investment Partners Asset Management, Inc. 4,217 $398K 0.31% -102 13F-HR Timeline Moloney Securities Asset Management, LLC More: the full row for Moloney Securities Asset Management, LLC 4,215 $398K 0.05% -380 13F-HR Timeline Rooted Wealth Advisors, Inc. More: the full row for Rooted Wealth Advisors, Inc. 4,098 $393K 0.15% +957 13F-HR Timeline Stevard, LLC More: the full row for Stevard, LLC 4,150 $392K 1.46% 0 13F-HR Timeline Choate Investment Advisors More: the full row for Choate Investment Advisors 4,125 $390K 0.01% +349 13F-HR Timeline Three Seasons Wealth, LLC More: the full row for Three Seasons Wealth, LLC 4,123 $390K 0.19% new 13F-HR Timeline Summit Global Investments in group Summit Global Investments More: the full row for Summit Global Investments 4,069 $384K 0.02% new 13F-HR Timeline Group TD Capital Management LLC More: the full row for TD Capital Management LLC 4,060 $384K 0.04% -1,105 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 4,057 $383K 0.02% 0 13F-HR Timeline Allegiance Financial Group Advisory Ser… More: the full row for Allegiance Financial Group Advisory Services LLC 4,030 $381K 0.12% new 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 4,009 $379K 0.01% +20 13F-HR Timeline Texas Bank & Trust Co More: the full row for Texas Bank & Trust Co 4,000 $378K 0.16% 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 3,999 $378K 0.11% +144 13F-HR Timeline COMMERZBANK AKTIENGESELLSCHAFT /FI More: the full row for COMMERZBANK AKTIENGESELLSCHAFT /FI 3,951 $376K 0.01% new 13F-HR Timeline DF DENT & CO INC More: the full row for DF DENT & CO INC 3,940 $372K <0.01% -13 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 3,907 $372K 0.04% +1,014 13F-HR Timeline CONNING INC. in group CONNING INC. More: the full row for CONNING INC. 3,916 $370K 0.01% -281 13F-HR Timeline Group Columbus Macro, LLC More: the full row for Columbus Macro, LLC 3,908 $369K 0.05% +883 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 3,904 $369K 0.01% +927 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 3,889 $367K 0.04% -347 13F-HR Timeline Olympiad Research LP More: the full row for Olympiad Research LP 3,862 $365K 0.38% -1,810 13F-HR Timeline PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV More: the full row for PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV 3,854 $364K 0.12% -1,439 13F-HR Timeline Callan Family Office, LLC More: the full row for Callan Family Office, LLC 3,848 $364K 0.02% new 13F-HR Timeline FUKOKU MUTUAL LIFE INSURANCE Co More: the full row for FUKOKU MUTUAL LIFE INSURANCE Co 3,846 $363K 0.03% 0 13F-HR Timeline American Trust More: the full row for American Trust 3,828 $362K 0.03% +652 13F-HR Timeline WASHINGTON TRUST Co More: the full row for WASHINGTON TRUST Co 3,825 $361K 0.01% 0 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 3,807 $360K 0.01% +1,002 13F-HR Timeline River Street Advisors LLC More: the full row for River Street Advisors LLC 3,805 $359K 0.18% 0 13F-HR Timeline Compass Ion Advisors, LLC More: the full row for Compass Ion Advisors, LLC 3,783 $357K 0.04% +3 13F-HR Timeline RMR Wealth Builders More: the full row for RMR Wealth Builders 3,778 $357K 0.04% -114 13F-HR/A Timeline Alpha Family Trust in group Alpha Family Trust More: the full row for Alpha Family Trust 3,745 $354K 0.2% 0 13F-HR Timeline Group Occidental Asset Management, LLC More: the full row for Occidental Asset Management, LLC 3,725 $352K 0.05% +865 13F-HR Timeline First National Trust Co More: the full row for First National Trust Co 3,703 $350K 0.01% +558 13F-HR Timeline Graypoint LLC More: the full row for Graypoint LLC 3,699 $349K 0.02% +369 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 3,687 $348K 0.01% -5,588 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 3,673 $347K 0.2% +2,306 13F-HR Timeline PHILADELPHIA TRUST CO More: the full row for PHILADELPHIA TRUST CO 3,650 $345K 0.03% 0 13F-HR Timeline Permanent Capital Management, LP More: the full row for Permanent Capital Management, LP 3,647 $345K 0.11% 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 3,616 $342K 0.04% +52 13F-HR Timeline Rice Partnership, LLC More: the full row for Rice Partnership, LLC 3,615 $342K 0.07% -50 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 3,610 $341K 0.01% 13F-HR Timeline Cynosure Group, LLC More: the full row for Cynosure Group, LLC 3,610 $341K 0.05% -1,874 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 3,581 $339K 0.03% -273,738 13F-HR Timeline CARY STREET PARTNERS ASSET MANAGEMENT L… group of 2 filers holding More: the full row for CARY STREET PARTNERS ASSET MANAGEMENT LLC 3,583 $339K +482 Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 3,579 $338K 0.03% +27 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 3,572 $337K 0.02% -227 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 3,548 $335K 0.01% -493 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 3,525 $333K 0.01% -1,680 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 3,521 $333K 0.03% +10 13F-HR Timeline Intrua Financial, LLC More: the full row for Intrua Financial, LLC 3,510 $332K 0.05% -506 13F-HR Timeline WADDELL & ASSOCIATES, LLC More: the full row for WADDELL & ASSOCIATES, LLC 3,500 $331K 0.03% 0 13F-HR/A Timeline Miller Financial Services LLC More: the full row for Miller Financial Services LLC 3,495 $330K 0.28% 13F-HR Timeline JUNCTURE WEALTH STRATEGIES, LLC More: the full row for JUNCTURE WEALTH STRATEGIES, LLC 3,494 $330K 0.12% 0 13F-HR Timeline SteelPeak Wealth, LLC More: the full row for SteelPeak Wealth, LLC 3,487 $329K 0.01% new 13F-HR Timeline VERUS CAPITAL PARTNERS, LLC More: the full row for VERUS CAPITAL PARTNERS, LLC 3,472 $328K 0.03% 0 13F-HR/A Timeline Oder Investment Management, LLC More: the full row for Oder Investment Management, LLC 3,467 $328K 0.27% 0 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 3,463 $327K 0.01% -390 13F-HR Timeline TRUST POINT INC. More: the full row for TRUST POINT INC. 3,462 $327K 0.02% +626 13F-HR Timeline denkapparat Operations GmbH More: the full row for denkapparat Operations GmbH 3,426 $324K 0.48% 13F-HR Timeline Clarius Group, LLC More: the full row for Clarius Group, LLC 3,420 $323K 0.02% +13 13F-HR Timeline PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 3,405 $322K <0.01% -36 13F-HR Timeline BIP Wealth, LLC More: the full row for BIP Wealth, LLC 3,392 $320K 0.02% -418 13F-HR Timeline Lester Murray Antman dba SimplyRich More: the full row for Lester Murray Antman dba SimplyRich 3,390 $320K 0.09% new 13F-HR Timeline Lodestone Wealth Management LLC More: the full row for Lodestone Wealth Management LLC 3,386 $320K 0.16% -2 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 3,375 $319K 0.05% -500 13F-HR Timeline FOX RUN MANAGEMENT, L.L.C. More: the full row for FOX RUN MANAGEMENT, L.L.C. 3,369 $318K 0.06% +521 13F-HR Timeline Evanson Asset Management, LLC More: the full row for Evanson Asset Management, LLC 3,363 $318K 0.02% 0 13F-HR Timeline ELEVATUS WELATH MANAGEMENT More: the full row for ELEVATUS WELATH MANAGEMENT 3,317 $313K 0.11% 0 13F-HR Timeline JACKSON SQUARE CAPITAL, LLC More: the full row for JACKSON SQUARE CAPITAL, LLC 3,315 $313K 0.08% new 13F-HR Timeline Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 3,303 $312K <0.01% -33,707 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 3,302 $312K 0.02% new 13F-HR Timeline Group SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 3,273 $311K 0.03% +84 13F-HR Timeline ICONIQ Capital, LLC in group ICONIQ Capital, LLC More: the full row for ICONIQ Capital, LLC 3,266 $309K <0.01% new 13F-HR Timeline Group MASSACHUSETTS FINANCIAL SERVICES CO /MA/ in group MASSACHUSETTS FINANCIAL SERVI… More: the full row for MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 3,262 $308K <0.01% -463 13F-HR Timeline Group Chicago Capital, LLC More: the full row for Chicago Capital, LLC 3,259 $308K 0.01% new 13F-HR Timeline Benchmark Investment Advisors LLC More: the full row for Benchmark Investment Advisors LLC 3,255 $308K 0.2% -55 13F-HR Timeline Bridgefront Capital, LLC More: the full row for Bridgefront Capital, LLC 3,233 $305K 0.1% -2,246 13F-HR Timeline Gallacher Capital Management LLC More: the full row for Gallacher Capital Management LLC 3,229 $305K 0.15% -104 13F-HR Timeline TUCKER ASSET MANAGEMENT LLC More: the full row for TUCKER ASSET MANAGEMENT LLC 3,211 $303K 0.03% +3,201 13F-HR Timeline Highview Capital Management LLC/DE/ More: the full row for Highview Capital Management LLC/DE/ 3,203 $303K 0.12% 0 13F-HR/A Timeline KIRTLAND HILLS CAPITAL MANAGEMENT, LLC More: the full row for KIRTLAND HILLS CAPITAL MANAGEMENT, LLC 3,169 $299K 0.19% new 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 3,114 $294K 0.01% new 13F-HR Timeline Taylor Hoffman Capital Management LLC More: the full row for Taylor Hoffman Capital Management LLC 3,113 $294K 0.11% 0 13F-HR Timeline ROMAN BUTLER FULLERTON & CO More: the full row for ROMAN BUTLER FULLERTON & CO 2,998 $290K 0.09% new 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 3,058 $289K 0.01% new 13F-HR Timeline Jaffetilchin Investment Partners, LLC More: the full row for Jaffetilchin Investment Partners, LLC 3,051 $288K 0.02% 0 13F-HR Timeline Ipswich Investment Management Co., Inc. More: the full row for Ipswich Investment Management Co., Inc. 3,050 $288K 0.07% 0 13F-HR Timeline Aviance Capital Partners, LLC More: the full row for Aviance Capital Partners, LLC 3,041 $287K 0.04% 0 13F-HR Timeline MINDSET WEALTH MANAGEMENT, LLC More: the full row for MINDSET WEALTH MANAGEMENT, LLC 3,028 $286K 0.1% -708 13F-HR Timeline D'Orazio & Associates, Inc. More: the full row for D'Orazio & Associates, Inc. 2,992 $283K 0.04% +58 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 2,990 $282K 0.02% +2,945 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 2,795 $282K 0.03% +77 13F-HR Timeline Austin Private Wealth, LLC More: the full row for Austin Private Wealth, LLC 2,976 $281K 0.03% -276 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 2,969 $281K 0.02% -7 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 2,964 $280K 0.02% +59 13F-HR Timeline Sustainable Insight Capital Management,… More: the full row for Sustainable Insight Capital Management, LLC 2,950 $279K 0.12% new 13F-HR Timeline LaSalle St. Investment Advisors, LLC More: the full row for LaSalle St. Investment Advisors, LLC 2,935 $277K 0.09% +312 13F-HR Timeline Legacy Trust More: the full row for Legacy Trust 2,904 $274K 0.06% -81 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 2,902 $274K 0.05% new 13F-HR Timeline Trifecta Capital Advisors, LLC More: the full row for Trifecta Capital Advisors, LLC 2,876 $272K 0.05% 0 13F-HR Timeline DUNCKER STREETT & CO INC More: the full row for DUNCKER STREETT & CO INC 2,875 $272K 0.05% 0 13F-HR Timeline Ifrah Financial Services, Inc. More: the full row for Ifrah Financial Services, Inc. 2,852 $270K 0.07% -105 13F-HR Timeline Stegent Equity Advisors, Inc. More: the full row for Stegent Equity Advisors, Inc. 2,852 $269K 0.27% new 13F-HR Timeline Oak Thistle LLC More: the full row for Oak Thistle LLC 2,849 $269K 0.08% new 13F-HR Timeline Synergy Asset Management, LLC in group Synergy Asset Management, LLC More: the full row for Synergy Asset Management, LLC 2,834 $269K 0.02% new 13F-HR Timeline Group Hanson & Doremus Investment Management More: the full row for Hanson & Doremus Investment Management 2,825 $267K 0.04% 0 13F-HR Timeline Ameliora Wealth Management Ltd. More: the full row for Ameliora Wealth Management Ltd. 2,810 $265K 0.1% new 13F-HR Timeline Avantax Planning Partners, Inc. More: the full row for Avantax Planning Partners, Inc. 2,800 $265K 0.01% new 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 2,800 $265K 0.03% 0 13F-HR Timeline One Capital Management, LLC More: the full row for One Capital Management, LLC 2,779 $263K 0.01% -71 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 2,752 $260K 0.01% 0 13F-HR Timeline Stonegate Investment Group, LLC More: the full row for Stonegate Investment Group, LLC 2,738 $259K 0.01% -4,502 13F-HR Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 2,736 $258K 0.04% new 13F-HR Timeline M3 Advisory Group, LLC More: the full row for M3 Advisory Group, LLC 2,736 $258K 0.19% -7 13F-HR Timeline MIdWestOne Financial Group, Inc. More: the full row for MIdWestOne Financial Group, Inc. 2,728 $258K 0.04% -157 13F-HR Timeline TWINBEECH CAPITAL LP More: the full row for TWINBEECH CAPITAL LP 2,728 $258K <0.01% -101,128 13F-HR Timeline Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 2,723 $257K 0.02% new 13F-HR Timeline Acropolis Investment Management, LLC More: the full row for Acropolis Investment Management, LLC 2,722 $257K 0.02% 0 13F-HR Timeline Brendel Financial Advisors LLC More: the full row for Brendel Financial Advisors LLC 2,720 $257K 0.16% new 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 2,717 $257K 0.02% new 13F-HR Timeline Fairfield Financial Advisors, LTD More: the full row for Fairfield Financial Advisors, LTD 2,710 $256K 0.09% 0 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 2,708 $256K 0.02% new 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 2,707 $256K 0.04% -886 13F-HR/A Timeline Crumly & Associates Inc. More: the full row for Crumly & Associates Inc. 2,706 $256K 0.07% new 13F-HR Timeline NAVELLIER & ASSOCIATES INC More: the full row for NAVELLIER & ASSOCIATES INC 2,683 $253K 0.03% +58 13F-HR Timeline Waterloo Capital, L.P. More: the full row for Waterloo Capital, L.P. 2,677 $253K 0.03% new 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 2,670 $252K 0.01% -2,045 13F-HR Timeline Group True Freedom Investing, LLC More: the full row for True Freedom Investing, LLC 2,663 $252K 0.11% 13F-HR Timeline Meritas Wealth Management, LLC More: the full row for Meritas Wealth Management, LLC 2,653 $251K 0.15% -75 13F-HR Timeline FIRST MANHATTAN CO. LLC. More: the full row for FIRST MANHATTAN CO. LLC. 2,644 $250K <0.01% 0 13F-HR Timeline GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 2,605 $246K 0.04% +1 13F-HR Timeline NOVARE CAPITAL MANAGEMENT LLC More: the full row for NOVARE CAPITAL MANAGEMENT LLC 2,600 $246K 0.02% 0 13F-HR Timeline Marex Group Ltd in group Marex Group Ltd More: the full row for Marex Group Ltd 2,576 $243K <0.01% new 13F-HR Timeline Group LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 2,575 $243K 0.01% -254 13F-HR Timeline Group Essex LLC More: the full row for Essex LLC 2,575 $243K 0.05% new 13F-HR Timeline Tandem Wealth Advisors LLC More: the full row for Tandem Wealth Advisors LLC 2,548 $241K 0.12% new 13F-HR Timeline OCONNOR, A Distinct Business Unit of UB… More: the full row for OCONNOR, A Distinct Business Unit of UBS ASSET MANAGEMENT AMERICAS (LLC) 2,537 $240K 0.01% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Platform Technology Partners More: the full row for Platform Technology Partners 2,536 $240K 0.07% -64 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 2,515 $238K 0.01% 0 13F-HR Timeline INTRUST BANK NA More: the full row for INTRUST BANK NA 2,506 $237K 0.02% new 13F-HR Timeline Tradition Wealth Management, LLC More: the full row for Tradition Wealth Management, LLC 2,503 $236K 0.02% new 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 2,501 $236K 0.03% new 13F-HR Timeline Marble Harbor Investment Counsel, LLC More: the full row for Marble Harbor Investment Counsel, LLC 2,500 $236K 0.03% new 13F-HR Timeline PATRICK M SWEENEY & ASSOCIATES, INC More: the full row for PATRICK M SWEENEY & ASSOCIATES, INC 2,500 $236K 0.18% new 13F-HR Timeline SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 2,486 $235K 0.02% new 13F-HR Timeline