WOODMONT INVESTMENT COUNSEL LLC More: the full row for WOODMONT INVESTMENT COUNSEL LLC 7,603 $2.22M 0.15% -3 13F-HR Timeline Insight Inv LLC More: the full row for Insight Inv LLC 7,560 $2.2M 1.48% -319 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 7,560 $2.2M 0.06% +598 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 7,552 $2.2M 0.02% -10,998 13F-HR Timeline NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 7,551 $2.2M 0.24% +255 13F-HR Timeline McKinley Carter Wealth Services, Inc. More: the full row for McKinley Carter Wealth Services, Inc. 7,511 $2.19M 0.12% -5 13F-HR Timeline BEACON FINANCIAL GROUP More: the full row for BEACON FINANCIAL GROUP 7,495 $2.19M 0.23% +309 13F-HR Timeline Peoples Bank/KS More: the full row for Peoples Bank/KS 7,467 $2.18M 1.46% -75 13F-HR Timeline BROOKTREE CAPITAL MANAGEMENT More: the full row for BROOKTREE CAPITAL MANAGEMENT 7,416 $2.16M 1.41% +1,305 13F-HR Timeline Weaver C. Barksdale & Associates, Inc. More: the full row for Weaver C. Barksdale & Associates, Inc. 7,390 $2.16M 2.07% -63 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 7,337 $2.16M 0.06% -244 13F-HR Timeline ARS Investment Partners, LLC More: the full row for ARS Investment Partners, LLC 7,378 $2.15M 0.16% -124 13F-HR Timeline Formidable Asset Management, LLC More: the full row for Formidable Asset Management, LLC 7,876 $2.15M 0.36% 0 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 7,349 $2.14M 0.05% +513 13F-HR Timeline LITTLEJOHN FINANCIAL SERVICES, INC. More: the full row for LITTLEJOHN FINANCIAL SERVICES, INC. 7,337 $2.14M 1.65% new 13F-HR Timeline DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 7,323 $2.14M 0.05% +3,001 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 7,322 $2.14M 0.06% +34 13F-HR Timeline Hills Bank & Trust Co in group Hills Bank & Trust Co More: the full row for Hills Bank & Trust Co 7,311 $2.13M 0.13% +123 13F-HR Timeline Group First Eagle Investment Management, LLC in group First Eagle Investment Manage⦠More: the full row for First Eagle Investment Management, LLC 7,297 $2.13M <0.01% 0 13F-HR Timeline Group BTC Capital Management, Inc. in group BTC Capital Management, Inc. More: the full row for BTC Capital Management, Inc. 7,372 $2.12M 0.17% -36 13F-HR Timeline Group Aster Capital Management (DIFC) Ltd More: the full row for Aster Capital Management (DIFC) Ltd 7,249 $2.11M 0.48% new 13F-HR Timeline Accretive Wealth Partners, LLC More: the full row for Accretive Wealth Partners, LLC 7,172 $2.09M 0.69% +129 13F-HR Timeline Citizens National Bank Trust Department More: the full row for Citizens National Bank Trust Department 7,154 $2.09M 0.42% 0 13F-HR Timeline Callahan Advisors, LLC More: the full row for Callahan Advisors, LLC 7,147 $2.08M 0.19% 0 13F-HR Timeline Nicholas Hoffman & Company, LLC. More: the full row for Nicholas Hoffman & Company, LLC. 7,138 $2.08M 0.05% +1,071 13F-HR Timeline BCM ADVISORS, LLC More: the full row for BCM ADVISORS, LLC 6,603 $2.08M 0.44% 0 13F-HR Timeline Dynamic Technology Lab Private Ltd More: the full row for Dynamic Technology Lab Private Ltd 7,096 $2.07M 0.28% new 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 7,094 $2.07M 0.03% -53 13F-HR Timeline Processus Wealth & Capital Management, ⦠More: the full row for Processus Wealth & Capital Management, LLC 7,078 $2.06M 1.63% +309 13F-HR Timeline CFS Investment Advisory Services, LLC More: the full row for CFS Investment Advisory Services, LLC 7,077 $2.06M 0.17% -157 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 7,033 $2.05M 0.03% -121 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 7,031 $2.05M 0.1% -7 13F-HR Timeline TOKIO MARINE ASSET MANAGEMENT CO LTD in group TOKIO MARINE HOLDINGS, INC. More: the full row for TOKIO MARINE ASSET MANAGEMENT CO LTD 7,016 $2.05M 0.08% +626 13F-HR Timeline Group Harvest Investment Advisors, LLC More: the full row for Harvest Investment Advisors, LLC 6,989 $2.04M 1.31% -24 13F-HR Timeline XML Financial, LLC More: the full row for XML Financial, LLC 6,986 $2.04M 0.18% -5 13F-HR Timeline Altman Advisors, Inc. More: the full row for Altman Advisors, Inc. 6,907 $2.03M 0.83% +122 13F-HR Timeline BKM Wealth Management, LLC More: the full row for BKM Wealth Management, LLC 6,937 $2.02M 0.79% -37 13F-HR Timeline Eschler Asset Management LLP in group Eschler Asset Management LLP More: the full row for Eschler Asset Management LLP 6,936 $2.02M 1.53% new 13F-HR Timeline Group JB Capital LLC More: the full row for JB Capital LLC 6,929 $2.02M 0.1% +5,390 13F-HR Timeline FCG Investment Co More: the full row for FCG Investment Co 6,914 $2.02M 1.05% +1,122 13F-HR Timeline Callan Family Office, LLC More: the full row for Callan Family Office, LLC 6,908 $2.01M 0.06% +3,863 13F-HR Timeline BANK OF HAWAII More: the full row for BANK OF HAWAII 6,904 $2.01M 0.11% -1,454 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 6,899 $2.01M 0.05% -3,793 13F-HR Timeline Arrow Financial Corp in group Arrow Financial Corp More: the full row for Arrow Financial Corp 6,898 $2.01M 0.21% +381 13F-HR Timeline Group GRIFFIN ASSET MANAGEMENT, INC. More: the full row for GRIFFIN ASSET MANAGEMENT, INC. 6,846 $2M 0.24% +96 13F-HR Timeline CHEMUNG CANAL TRUST CO More: the full row for CHEMUNG CANAL TRUST CO 6,826 $1.99M 0.42% +3,088 13F-HR Timeline SHELL ASSET MANAGEMENT CO More: the full row for SHELL ASSET MANAGEMENT CO 6,781 $1.98M 0.07% +2,795 13F-HR Timeline Breakwater Capital Group More: the full row for Breakwater Capital Group 6,778 $1.98M 0.32% -4 13F-HR Timeline Fiduciary Group, LLC More: the full row for Fiduciary Group, LLC 6,776 $1.98M 0.19% -94 13F-HR Timeline First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 6,773 $1.98M 0.05% +97 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 6,758 $1.97M 0.12% +342 13F-HR Timeline Harvest Portfolios Group Inc. More: the full row for Harvest Portfolios Group Inc. 6,755 $1.97M 0.05% +265 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 6,700 $1.95M 0.05% -16 13F-HR Timeline Embree Financial Group More: the full row for Embree Financial Group 6,651 $1.94M 0.29% +59 13F-HR Timeline Sculati Wealth Management, LLC More: the full row for Sculati Wealth Management, LLC 6,650 $1.94M 0.73% +150 13F-HR Timeline SevenBridge Financial Group, LLC More: the full row for SevenBridge Financial Group, LLC 6,172 $1.94M 0.34% -1,035 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 6,644 $1.94M 0.12% +293 13F-HR Timeline Radnor Capital Management, LLC More: the full row for Radnor Capital Management, LLC 6,583 $1.92M 0.31% -87 13F-HR Timeline Nicholson Wealth Management Group, LLC More: the full row for Nicholson Wealth Management Group, LLC 6,582 $1.92M 1.18% +33 13F-HR Timeline BENEDICT FINANCIAL ADVISORS INC More: the full row for BENEDICT FINANCIAL ADVISORS INC 6,515 $1.9M 0.43% +92 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 6,074 $1.9M 0.03% +1,234 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 6,435 $1.88M 0.06% +61 13F-HR Timeline RETIREMENT GUYS FORMULA LLC More: the full row for RETIREMENT GUYS FORMULA LLC 6,410 $1.87M 0.71% +201 13F-HR Timeline ARVEST INVESTMENTS, INC. More: the full row for ARVEST INVESTMENTS, INC. 6,407 $1.87M 0.28% -4,511 13F-HR Timeline COURIER CAPITAL LLC More: the full row for COURIER CAPITAL LLC 6,381 $1.86M 0.11% -51 13F-HR Timeline SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 6,287 $1.83M 0.09% +3,879 13F-HR/A Timeline Tidal Investments LLC in group Tidal Investments LLC More: the full row for Tidal Investments LLC 6,253 $1.82M 0.01% -6,254 13F-HR Timeline Group Leonteq Securities AG More: the full row for Leonteq Securities AG 6,207 $1.81M 0.11% +1,982 13F-HR Timeline Gold Investment Management Ltd. More: the full row for Gold Investment Management Ltd. 6,168 $1.81M 0.68% +774 13F-HR Timeline Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 6,145 $1.79M <0.01% -136 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) 6,131 $1.79M 0.05% +1,931 13F-HR Timeline Group CAXTON ASSOCIATES LLP More: the full row for CAXTON ASSOCIATES LLP 6,124 $1.79M 0.05% -588 13F-HR Timeline WOODSTOCK CORP More: the full row for WOODSTOCK CORP 6,119 $1.78M 0.16% -12 13F-HR Timeline Simmons Bank in group Simmons Bank More: the full row for Simmons Bank 6,108 $1.78M 0.13% +17 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 6,068 $1.77M 0.07% +240 13F-HR Timeline Group Beaumont Asset Management, L.L.C. More: the full row for Beaumont Asset Management, L.L.C. 6,055 $1.77M 0.95% +95 13F-HR Timeline FineMark National Bank & Trust More: the full row for FineMark National Bank & Trust 6,021 $1.76M 0.06% +531 13F-HR Timeline FWL INVESTMENT MANAGEMENT, LLC More: the full row for FWL INVESTMENT MANAGEMENT, LLC 6,017 $1.76M 0.54% +559 13F-HR Timeline Ally Financial Inc. in group Ally Financial Inc. More: the full row for Ally Financial Inc. 6,000 $1.75M 0.2% 0 13F-HR Timeline Group SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 5,968 $1.74M 0.19% -51 13F-HR Timeline Glass Wealth Management Co LLC More: the full row for Glass Wealth Management Co LLC 5,965 $1.74M 0.93% +75 13F-HR Timeline Aljian Capital Management, LLC More: the full row for Aljian Capital Management, LLC 5,917 $1.73M 0.38% +1,965 13F-HR Timeline Alaethes Wealth, LLC More: the full row for Alaethes Wealth, LLC 5,886 $1.72M 0.51% +250 13F-HR Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 5,878 $1.71M 0.09% +91 13F-HR Timeline Portside Wealth Group, LLC More: the full row for Portside Wealth Group, LLC 5,867 $1.71M 0.25% -99 13F-HR Timeline Coastwise Capital Group, LLC More: the full row for Coastwise Capital Group, LLC 5,865 $1.71M 1.36% +26 13F-HR Timeline Procyon Advisors, LLC More: the full row for Procyon Advisors, LLC 5,855 $1.71M 0.16% -1,889 13F-HR Timeline FRANKLIN STREET ADVISORS INC /NC More: the full row for FRANKLIN STREET ADVISORS INC /NC 5,850 $1.71M 0.11% 0 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 5,802 $1.69M 0.01% +1,147 13F-HR/A Timeline Group Meiji Yasuda Life Insurance Co group of 2 filers holding More: the full row for Meiji Yasuda Life Insurance Co 5,787 $1.69M -5,419 Timeline Hutchinson Financial Advisors, INC More: the full row for Hutchinson Financial Advisors, INC 5,766 $1.68M 1.88% 13F-HR/A Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 5,764 $1.68M 0.02% -19,703 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 5,756 $1.68M 0.11% +1,190 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 5,752 $1.68M 0.03% +426 13F-HR Timeline LOM Asset Management Ltd More: the full row for LOM Asset Management Ltd 5,732 $1.67M 0.57% 13F-HR/A Timeline MCDONALD PARTNERS LLC More: the full row for MCDONALD PARTNERS LLC 5,640 $1.66M 0.4% -23 13F-HR Timeline Delta Global Management LP More: the full row for Delta Global Management LP 5,679 $1.66M 0.11% -3,868 13F-HR Timeline GSA CAPITAL PARTNERS LLP More: the full row for GSA CAPITAL PARTNERS LLP 5,675 $1.66M 0.12% +4,019 13F-HR Timeline Ranch Capital Advisors Inc. More: the full row for Ranch Capital Advisors Inc. 5,674 $1.65M 0.72% +391 13F-HR Timeline BIRCH FINANCIAL GROUP, LLC More: the full row for BIRCH FINANCIAL GROUP, LLC 5,667 $1.65M 1.32% +4 13F-HR Timeline Werlinich Asset Management, LLC More: the full row for Werlinich Asset Management, LLC 5,660 $1.65M 0.9% 0 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 5,655 $1.65M 0.04% +216 13F-HR Timeline GREENLEAF TRUST More: the full row for GREENLEAF TRUST 5,636 $1.64M 0.01% -658 13F-HR Timeline CAPE ANN SAVINGS BANK More: the full row for CAPE ANN SAVINGS BANK 5,631 $1.64M 0.98% -210 13F-HR Timeline Investment Management Corp of Ontario More: the full row for Investment Management Corp of Ontario 5,590 $1.63M 0.02% -1,000 13F-HR Timeline MUFG SECURITIES AMERICAS INC. More: the full row for MUFG SECURITIES AMERICAS INC. 5,583 $1.63M 0.14% +1,091 13F-HR Timeline Mesirow Financial Investment Management⦠More: the full row for Mesirow Financial Investment Management, Inc. 5,557 $1.62M 0.03% -41 13F-HR Timeline Arete Wealth Advisors, LLC More: the full row for Arete Wealth Advisors, LLC 5,534 $1.61M 0.11% +177 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 5,531 $1.61M 0.01% +663 13F-HR Timeline American State Bank (Iowa) More: the full row for American State Bank (Iowa) 5,524 $1.61M 0.89% +48 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 5,519 $1.61M 0.03% +32 13F-HR/A Timeline Migdal Insurance & Financial Holdings L⦠in group Migdal Insurance & Financial ⦠More: the full row for Migdal Insurance & Financial Holdings Ltd. 5,500 $1.6M 0.02% 0 13F-HR/A Timeline Group Gladwyn Financial Advisors, Inc. More: the full row for Gladwyn Financial Advisors, Inc. 5,480 $1.6M 1.24% 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 5,472 $1.6M 0.06% +1,376 13F-HR Timeline HF Advisory Group, LLC More: the full row for HF Advisory Group, LLC 5,465 $1.59M 0.63% +1,268 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 5,460 $1.59M 0.04% +1,443 13F-HR Timeline Patriot Financial Group Insurance Agenc⦠More: the full row for Patriot Financial Group Insurance Agency, LLC 5,450 $1.59M 0.18% +1,184 13F-HR Timeline AVIVA PLC in group AVIVA PLC More: the full row for AVIVA PLC 5,431 $1.58M <0.01% -509 13F-HR Timeline Group Granite Group Advisors, LLC More: the full row for Granite Group Advisors, LLC 5,423 $1.58M 0.95% +312 13F-HR Timeline GABELLI FUNDS LLC in group GAMCO Investors (Gabelli) More: the full row for GABELLI FUNDS LLC 5,370 $1.57M 0.01% 0 13F-HR Timeline Group OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 5,327 $1.55M 0.03% +138 13F-HR Timeline Autumn Glory Partners, LLC More: the full row for Autumn Glory Partners, LLC 5,321 $1.55M 0.73% -116 13F-HR Timeline Ellis Investment Partners, LLC More: the full row for Ellis Investment Partners, LLC 5,320 $1.55M 0.3% +5 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 5,227 $1.52M 0.12% +1,386 13F-HR Timeline Pathway Financial Advisers, LLC More: the full row for Pathway Financial Advisers, LLC 5,189 $1.51M 0.49% +2 13F-HR Timeline BEESE FULMER INVESTMENT MANAGEMENT, INC. More: the full row for BEESE FULMER INVESTMENT MANAGEMENT, INC. 5,177 $1.51M 0.11% +340 13F-HR Timeline Community Bank, N.A. More: the full row for Community Bank, N.A. 5,136 $1.5M 0.2% -425 13F-HR Timeline Virtus Investment Advisers, LLC in group Virtus Investment Advisers, L⦠More: the full row for Virtus Investment Advisers, LLC 5,092 $1.49M 0.5% new 13F-HR Timeline Group Cohen Klingenstein LLC More: the full row for Cohen Klingenstein LLC 5,000 $1.46M 0.05% 0 13F-HR Timeline BURKE & HERBERT BANK & TRUST CO More: the full row for BURKE & HERBERT BANK & TRUST CO 4,997 $1.46M 0.33% 0 13F-HR Timeline Ascentis Wealth Management, LLC group of 2 filers holding More: the full row for Ascentis Wealth Management, LLC 4,977 $1.45M +54 Timeline RED CEDAR INVESTMENT MANAGEMENT, LLC More: the full row for RED CEDAR INVESTMENT MANAGEMENT, LLC 4,980 $1.45M 0.18% 0 13F-HR Timeline FERGUSON WELLMAN CAPITAL MANAGEMENT, INC More: the full row for FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 4,973 $1.45M 0.03% -110 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 4,967 $1.45M 0.04% +2,059 13F-HR Timeline Sompo Asset Management Co., Ltd. More: the full row for Sompo Asset Management Co., Ltd. 4,960 $1.45M 0.25% +200 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 4,953 $1.44M 0.13% -378 13F-HR Timeline ASPIRIANT, LLC More: the full row for ASPIRIANT, LLC 4,949 $1.44M 0.05% +454 13F-HR Timeline BANCO BILBAO VIZCAYA ARGENTARIA, S.A. More: the full row for BANCO BILBAO VIZCAYA ARGENTARIA, S.A. 4,927 $1.44M 0.01% -683 13F-HR Timeline Good Life Advisors, LLC More: the full row for Good Life Advisors, LLC 4,921 $1.44M 0.09% +548 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 4,909 $1.43M 0.1% +116 13F-HR Timeline 17 CAPITAL PARTNERS, LLC More: the full row for 17 CAPITAL PARTNERS, LLC 4,907 $1.43M 0.83% -506 13F-HR Timeline Vestcor Inc More: the full row for Vestcor Inc 4,860 $1.42M 0.04% +567 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 4,877 $1.42M 0.05% +413 13F-HR Timeline Group OUTFITTERS FINANCIAL LLC More: the full row for OUTFITTERS FINANCIAL LLC 4,831 $1.41M 1.2% +125 13F-HR Timeline Secure Asset Management, LLC More: the full row for Secure Asset Management, LLC 4,813 $1.4M 0.26% -2,951 13F-HR Timeline Redwood Investment Management, LLC in group Redwood Investment Management⦠More: the full row for Redwood Investment Management, LLC 4,806 $1.4M 0.15% new 13F-HR/A Timeline Group Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 4,794 $1.4M 0.05% -1,053 13F-HR Timeline Group Gibbs Wealth Management More: the full row for Gibbs Wealth Management 4,783 $1.4M 0.27% +141 13F-HR Timeline SILVIA MCCOLL WEALTH MANAGEMENT, LLC More: the full row for SILVIA MCCOLL WEALTH MANAGEMENT, LLC 4,769 $1.39M 1.01% -53 13F-HR Timeline KIRTLAND HILLS CAPITAL MANAGEMENT, LLC More: the full row for KIRTLAND HILLS CAPITAL MANAGEMENT, LLC 4,763 $1.39M 0.64% +12 13F-HR Timeline Nebula Research & Development LLC More: the full row for Nebula Research & Development LLC 4,722 $1.38M 0.12% +574 13F-HR Timeline BigSur Wealth Management LLC More: the full row for BigSur Wealth Management LLC 4,700 $1.37M 0.35% 0 13F-HR Timeline Presidio Capital Management, LLC More: the full row for Presidio Capital Management, LLC 4,680 $1.36M 0.53% +13 13F-HR Timeline SIERRA SUMMIT ADVISORS LLC More: the full row for SIERRA SUMMIT ADVISORS LLC 4,671 $1.36M 0.24% -106 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 4,653 $1.36M 0.03% -117 13F-HR Timeline MUFG Securities EMEA plc More: the full row for MUFG Securities EMEA plc 4,644 $1.35M 0.06% +745 13F-HR/A Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 4,635 $1.35M 0.09% +992 13F-HR Timeline REXFORD CAPITAL INC More: the full row for REXFORD CAPITAL INC 4,624 $1.35M 1.12% 13F-HR Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 4,622 $1.35M 0.19% +95 13F-HR Timeline Confluence Wealth Services, Inc. More: the full row for Confluence Wealth Services, Inc. 4,616 $1.35M 0.07% +17 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 4,614 $1.35M 0.15% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 4,612 $1.35M 0.03% +893 13F-HR Timeline STANSBERRY ASSET MANAGEMENT, LLC More: the full row for STANSBERRY ASSET MANAGEMENT, LLC 4,609 $1.34M 0.15% +184 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 4,608 $1.34M 0.1% -87 13F-HR Timeline Cannell & Spears LLC More: the full row for Cannell & Spears LLC 4,603 $1.34M 0.03% +4 13F-HR Timeline CASTLEKEEP INVESTMENT ADVISORS LLC More: the full row for CASTLEKEEP INVESTMENT ADVISORS LLC 4,600 $1.34M 0.66% -247 13F-HR Timeline CONGRESS ASSET MANAGEMENT CO More: the full row for CONGRESS ASSET MANAGEMENT CO 4,585 $1.34M 0.01% -5 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 4,558 $1.33M 0.12% +145 13F-HR Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 4,551 $1.33M 0.02% 0 13F-HR Timeline CROBAN More: the full row for CROBAN 4,550 $1.33M 1.13% -36 13F-HR Timeline Dynasty Wealth Management, LLC More: the full row for Dynasty Wealth Management, LLC 4,505 $1.31M 0.02% -404 13F-HR Timeline CULLEN INVESTMENT GROUP, LTD. More: the full row for CULLEN INVESTMENT GROUP, LTD. 4,488 $1.31M 0.18% -421 13F-HR Timeline Bigelow Investment Advisors, LLC More: the full row for Bigelow Investment Advisors, LLC 4,471 $1.3M 0.57% -12 13F-HR Timeline Applied Capital LLC/FL More: the full row for Applied Capital LLC/FL 4,470 $1.3M 0.97% -23 13F-HR Timeline ROBERTS GLORE & CO INC /IL/ More: the full row for ROBERTS GLORE & CO INC /IL/ 4,467 $1.3M 0.38% -36 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 4,463 $1.3M 0.53% -88 13F-HR Timeline FULLCIRCLE WEALTH LLC More: the full row for FULLCIRCLE WEALTH LLC 4,162 $1.3M 0.49% +101 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 4,421 $1.3M 0.3% +1,691 13F-HR Timeline Pines Wealth Management, LLC More: the full row for Pines Wealth Management, LLC 4,387 $1.29M 0.46% +217 13F-HR Timeline Jump Financial, LLC in group Jump Financial, LLC More: the full row for Jump Financial, LLC 4,402 $1.28M 0.02% new 13F-HR/A Timeline Group RENASANT BANK More: the full row for RENASANT BANK 4,351 $1.27M 0.85% +1,337 13F-HR Timeline Berkeley Capital Partners, LLC More: the full row for Berkeley Capital Partners, LLC 4,350 $1.27M 0.32% -53 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 4,341 $1.27M 0.06% -269 13F-HR Timeline Providence First Trust Co More: the full row for Providence First Trust Co 4,326 $1.26M 0.45% 0 13F-HR Timeline Uncommon Cents Investing LLC More: the full row for Uncommon Cents Investing LLC 4,308 $1.26M 0.34% +369 13F-HR Timeline THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 4,288 $1.25M 0.09% -1,136 13F-HR Timeline Grantham, Mayo, Van Otterloo & Co. LLC More: the full row for Grantham, Mayo, Van Otterloo & Co. 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