Cordgrass Capital Advisors, LLC More: the full row for Cordgrass Capital Advisors, LLC 3,678 $434K 0.16% -5,486 13F-HR Timeline Bull Harbor Capital LLC More: the full row for Bull Harbor Capital LLC 3,675 $434K 0.08% -116 13F-HR Timeline Meiji Yasuda Asset Management Co Ltd. in group Meiji Yasuda Life Insurance Co More: the full row for Meiji Yasuda Asset Management Co Ltd. 3,669 $433K 0.02% +229 13F-HR Timeline Group MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 3,603 $425K 0.01% new 13F-HR Timeline W.H. Cornerstone Investments Inc. More: the full row for W.H. Cornerstone Investments Inc. 3,602 $425K 0.24% +1,427 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 3,558 $423K <0.01% -120 13F-HR Timeline Blake Schutter Theil Wealth Advisors, L… More: the full row for Blake Schutter Theil Wealth Advisors, LLC 3,577 $422K 0.29% +258 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 3,573 $422K <0.01% +484 13F-HR Timeline Davis Investment Partners, LLC More: the full row for Davis Investment Partners, LLC 3,571 $421K 0.13% -3,495 13F-HR Timeline Platform Technology Partners More: the full row for Platform Technology Partners 3,550 $419K 0.07% +1,569 13F-HR Timeline SeaBridge Investment Advisors LLC More: the full row for SeaBridge Investment Advisors LLC 3,537 $417K 0.06% +507 13F-HR Timeline SCOTIA CAPITAL INC. More: the full row for SCOTIA CAPITAL INC. 3,537 $417K <0.01% new 13F-HR Timeline Clear Harbor Asset Management, LLC More: the full row for Clear Harbor Asset Management, LLC 3,504 $413K 0.03% 0 13F-HR Timeline OSSIAM More: the full row for OSSIAM 3,498 $413K 0.01% new 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 3,474 $410K <0.01% +116 13F-HR Timeline Group Kingdom Financial Group LLC. More: the full row for Kingdom Financial Group LLC. 3,459 $408K 0.1% -2,515 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 3,445 $406K 0.02% -172 13F-HR Timeline Taylor Financial Group, Inc. More: the full row for Taylor Financial Group, Inc. 3,443 $406K 0.22% -235 13F-HR Timeline Valtrion Capital Management, LLC More: the full row for Valtrion Capital Management, LLC 3,437 $405K 0.3% +127 13F-HR Timeline Wahed Invest LLC More: the full row for Wahed Invest LLC 3,431 $405K 0.04% -128 13F-HR Timeline Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 3,385 $399K 0.05% -510 13F-HR Timeline RFP Financial Group LLC More: the full row for RFP Financial Group LLC 3,375 $398K 0.18% 0 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 3,338 $397K 0.01% +833 13F-HR Timeline Metis Global Partners, LLC More: the full row for Metis Global Partners, LLC 3,348 $395K 0.01% -3,690 13F-HR Timeline NewCorp Financial Services, Inc. More: the full row for NewCorp Financial Services, Inc. 3,319 $392K 0.3% new 13F-HR Timeline WENDELL DAVID ASSOCIATES INC More: the full row for WENDELL DAVID ASSOCIATES INC 3,305 $390K 0.04% 0 13F-HR Timeline Robeco Institutional Asset Management B… in group Robeco Institutional Asset Ma… More: the full row for Robeco Institutional Asset Management B.V. 3,283 $387K <0.01% 0 13F-HR Timeline Group Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 3,275 $386K 0.01% -11 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 3,275 $386K 0.02% +234 13F-HR Timeline OpenArc Corporate Advisory, LLC More: the full row for OpenArc Corporate Advisory, LLC 3,258 $384K <0.01% +345 13F-HR Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 3,254 $384K <0.01% -178 13F-HR Timeline Group HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 3,247 $383K 0.01% +800 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. DONALDSON CAPITAL MANAGEMENT, LLC More: the full row for DONALDSON CAPITAL MANAGEMENT, LLC 3,212 $379K 0.01% 0 13F-HR Timeline Bragg Financial Advisors, Inc More: the full row for Bragg Financial Advisors, Inc 3,195 $377K 0.01% -500 13F-HR Timeline GREENLEAF TRUST More: the full row for GREENLEAF TRUST 3,192 $377K <0.01% +733 13F-HR Timeline Azimuth Capital Investment Management L… More: the full row for Azimuth Capital Investment Management LLC 3,175 $375K 0.01% -16 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 3,150 $372K <0.01% +100 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 3,137 $370K <0.01% -448 13F-HR Timeline Compound Planning, Inc. 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More: the full row for Institute for Wealth Management, LLC. 3,028 $357K 0.03% -361 13F-HR Timeline NorthCrest Asset Manangement, LLC More: the full row for NorthCrest Asset Manangement, LLC 2,863 $356K 0.01% +706 13F-HR Timeline Aegis Wealth Management LLC More: the full row for Aegis Wealth Management LLC 3,009 $355K 0.17% -82 13F-HR Timeline Asset Advisors Investment Management, L… More: the full row for Asset Advisors Investment Management, LLC 3,000 $354K 0.03% 0 13F-HR Timeline Rollins Financial Advisors, LLC More: the full row for Rollins Financial Advisors, LLC 3,000 $354K 0.05% 0 13F-HR Timeline NEW WAVE WEALTH ADVISORS LLC More: the full row for NEW WAVE WEALTH ADVISORS LLC 2,968 $353K 0.1% +1,094 13F-HR/A Timeline PCM Encore, LLC More: the full row for PCM Encore, LLC 2,960 $349K 0.06% +408 13F-HR Timeline BRISTOL JOHN W & CO INC /NY/ More: the full row for BRISTOL JOHN W & CO INC /NY/ 2,933 $346K 0.01% 0 13F-HR Timeline PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 2,917 $344K <0.01% -215 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 2,912 $344K 0.01% +355 13F-HR Timeline JMAC ENTERPRISES LLC More: the full row for JMAC ENTERPRISES LLC 2,900 $342K 0.06% 0 13F-HR Timeline BANCO BILBAO VIZCAYA ARGENTARIA, S.A. More: the full row for BANCO BILBAO VIZCAYA ARGENTARIA, S.A. 2,902 $342K <0.01% -1,275 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 2,892 $341K 0.01% +12 13F-HR Timeline International Private Wealth Advisors L… More: the full row for International Private Wealth Advisors LLC 2,888 $341K 0.18% +278 13F-HR Timeline Financial Planning Hawaii, Inc. 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More: the full row for HARBOUR INVESTMENTS, INC. 2,795 $330K <0.01% +122 13F-HR Timeline Elevated Capital Advisors, LLC More: the full row for Elevated Capital Advisors, LLC 2,782 $328K 0.09% -3,359 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 2,781 $328K 0.01% -845 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 2,772 $327K 0.02% -915 13F-HR Timeline BARLOW WEALTH PARTNERS, LLC More: the full row for BARLOW WEALTH PARTNERS, LLC 2,608 $325K 0.04% 0 13F-HR Timeline Vestcor Inc More: the full row for Vestcor Inc 2,752 $325K 0.01% 0 13F-HR Timeline CARLSON FINANCIAL, INC. More: the full row for CARLSON FINANCIAL, INC. 2,752 $325K 0.17% -1,462 13F-HR Timeline HOWE & RUSLING INC More: the full row for HOWE & RUSLING INC 2,738 $323K 0.02% -515 13F-HR Timeline AssuredPartners Investment Advisors, LLC More: the full row for AssuredPartners Investment Advisors, LLC 2,723 $321K 0.03% new 13F-HR Timeline Crescent Sterling, Ltd. More: the full row for Crescent Sterling, Ltd. 2,717 $321K 0.29% -200 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 2,700 $319K 0.01% 0 13F-HR Timeline Fortis Capital Advisors, LLC More: the full row for Fortis Capital Advisors, LLC 2,700 $319K 0.04% 0 13F-HR Timeline MCCARTER PRIVATE WEALTH SERVICES LLC More: the full row for MCCARTER PRIVATE WEALTH SERVICES LLC 2,700 $319K 0.11% 0 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 2,695 $318K <0.01% +149 13F-HR Timeline Nikulski Financial, Inc. More: the full row for Nikulski Financial, Inc. 2,676 $316K 0.07% new 13F-HR Timeline JENSEN INVESTMENT MANAGEMENT INC More: the full row for JENSEN INVESTMENT MANAGEMENT INC 2,674 $315K 0.01% 0 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 2,648 $315K 0.01% -42 13F-HR Timeline Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 2,671 $315K <0.01% +287 13F-HR Timeline Group BINGHAM PRIVATE WEALTH, LLC More: the full row for BINGHAM PRIVATE WEALTH, LLC 2,671 $315K 0.22% +131 13F-HR Timeline NBH Bank More: the full row for NBH Bank 2,670 $315K 0.13% 13F-HR Timeline Sound Financial Strategies Group, LLC More: the full row for Sound Financial Strategies Group, LLC 2,669 $315K 0.2% +719 13F-HR Timeline Choate Investment Advisors More: the full row for Choate Investment Advisors 2,654 $313K 0.01% -918 13F-HR Timeline C2C Wealth Management, LLC More: the full row for C2C Wealth Management, LLC 2,650 $313K 0.24% 0 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 2,650 $313K -542 Timeline Cypress Wealth Services, LLC More: the full row for Cypress Wealth Services, LLC 2,646 $312K 0.04% -67 13F-HR Timeline Marble Harbor Investment Counsel, LLC More: the full row for Marble Harbor Investment Counsel, LLC 2,637 $311K 0.03% 0 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 2,636 $311K 0.01% +39 13F-HR Timeline LMCG INVESTMENTS, LLC More: the full row for LMCG INVESTMENTS, LLC 2,630 $310K 0.02% 0 13F-HR Timeline WEST PACES ADVISORS INC. More: the full row for WEST PACES ADVISORS INC. 2,628 $310K 0.05% 0 13F-HR Timeline Enhancing Capital LLC More: the full row for Enhancing Capital LLC 2,610 $308K 0.21% 0 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 2,593 $306K <0.01% +3 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 2,606 $305K 0.01% 0 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 2,569 $303K 0.01% +49 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 2,568 $303K 0.02% -224 13F-HR Timeline Laird Norton Wetherby Trust Company, LLC in group Laird Norton Wetherby Trust C… More: the full row for Laird Norton Wetherby Trust Company, LLC 2,543 $303K 0.01% -194 13F-HR Timeline Group SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 2,556 $302K 0.01% -498 13F-HR Timeline Group Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 2,555 $301K <0.01% -29 13F-HR Timeline Group Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 2,554 $301K 0.01% +6 13F-HR Timeline EntryPoint Capital, LLC More: the full row for EntryPoint Capital, LLC 2,544 $300K 0.07% new 13F-HR Timeline Agate Pass Investment Management, LLC More: the full row for Agate Pass Investment Management, LLC 2,538 $299K 0.11% -546 13F-HR Timeline Tanglewood Legacy Advisors, LLC More: the full row for Tanglewood Legacy Advisors, LLC 2,535 $299K 0.1% -2,536 13F-HR Timeline Beacon Bank & Trust More: the full row for Beacon Bank & Trust 2,503 $295K 0.06% -70 13F-HR/A Timeline Silver Coast Investments LLC More: the full row for Silver Coast Investments LLC 2,486 $293K 0.09% +221 13F-HR Timeline Lebenthal Global Advisors, LLC in group Lebenthal Global Advisors, LLC More: the full row for Lebenthal Global Advisors, LLC 2,477 $292K 0.04% -916 13F-HR Timeline Group RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 2,477 $292K <0.01% 0 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 2,464 $291K 0.02% -165 13F-HR Timeline BRADLEY FOSTER & SARGENT INC/CT More: the full row for BRADLEY FOSTER & SARGENT INC/CT 2,452 $289K <0.01% -184 13F-HR Timeline Sound View Wealth Advisors Group, LLC More: the full row for Sound View Wealth Advisors Group, LLC 2,450 $289K 0.02% -310 13F-HR Timeline West Family Investments, Inc. More: the full row for West Family Investments, Inc. 2,444 $288K 0.08% new 13F-HR Timeline Financial Advisors Network, Inc. More: the full row for Financial Advisors Network, Inc. 2,441 $288K 0.04% +512 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 2,439 $288K <0.01% -43 13F-HR Timeline S-Bank Fund Management Ltd More: the full row for S-Bank Fund Management Ltd 2,429 $287K 0.04% new 13F-HR Timeline Buttonwood Financial Advisors Inc. 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More: the full row for Williams Jones Wealth Management, LLC. 2,205 $260K <0.01% 0 13F-HR Timeline New Republic Capital, LLC More: the full row for New Republic Capital, LLC 2,182 $260K 0.06% new 13F-HR Timeline HMS Capital Management, LLC More: the full row for HMS Capital Management, LLC 2,200 $260K 0.1% 0 13F-HR Timeline PRING TURNER CAPITAL GROUP INC More: the full row for PRING TURNER CAPITAL GROUP INC 1,950 $259K 0.15% 0 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 2,206 $258K 0.01% new 13F-HR Timeline HORIZON KINETICS ASSET MANAGEMENT LLC More: the full row for HORIZON KINETICS ASSET MANAGEMENT LLC 2,190 $258K <0.01% 0 13F-HR Timeline BANK OZK More: the full row for BANK OZK 2,161 $255K 0.08% +5 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 2,154 $254K <0.01% +17 13F-HR Timeline INTEGRITY ALLIANCE, LLC. 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More: the full row for Essex Financial Services, Inc. 2,057 $243K 0.01% new 13F-HR Timeline Group XXI WEALTH, LLC More: the full row for XXI WEALTH, LLC 2,048 $242K 0.11% new 13F-HR Timeline Kuhn & Co Investment Counsel More: the full row for Kuhn & Co Investment Counsel 2,043 $241K 0.14% 0 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 2,042 $241K 0.02% +1,579 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 2,015 $240K <0.01% 0 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 2,023 $239K 0.02% 0 13F-HR Timeline Hummer Financial Advisory Services Inc More: the full row for Hummer Financial Advisory Services Inc 2,000 $238K 0.16% 0 13F-HR Timeline Ponta Wealth Partners, LLC More: the full row for Ponta Wealth Partners, LLC 2,001 $236K 0.13% 0 13F-HR Timeline BOSTON RESEARCH & MANAGEMENT INC More: the full row for BOSTON RESEARCH & MANAGEMENT INC 2,000 $236K 0.05% -150 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 1,997 $236K 0.01% -140 13F-HR Timeline Group Rothschild Wealth LLC More: the full row for Rothschild Wealth LLC 1,974 $233K 0.02% new 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 1,955 $233K 0.01% -641 13F-HR Timeline PEOPLES BANK /OH More: the full row for PEOPLES BANK /OH 1,960 $231K 0.12% +40 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 1,955 $231K 0.01% -1,218 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 1,953 $230K 0.01% new 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 1,929 $228K 0.01% -507 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 1,926 $227K 0.01% new 13F-HR Timeline CIDEL ASSET MANAGEMENT INC More: the full row for CIDEL ASSET MANAGEMENT INC 1,923 $227K 0.01% new 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 1,890 $226K <0.01% -568 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) 1,905 $225K 0.01% -6,100 13F-HR Timeline Group Welch & Forbes LLC More: the full row for Welch & Forbes LLC 1,903 $225K <0.01% -301 13F-HR Timeline 5th Street Advisors, LLC More: the full row for 5th Street Advisors, LLC 1,900 $224K 0.09% new 13F-HR Timeline BURNEY CO/ More: the full row for BURNEY CO/ 1,895 $224K 0.01% -40 13F-HR Timeline Bison Wealth, LLC More: the full row for Bison Wealth, LLC 1,711 $220K 0.02% new 13F-HR Timeline FIRST CITIZENS BANK & TRUST CO More: the full row for FIRST CITIZENS BANK & TRUST CO 1,863 $220K <0.01% -66 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 1,854 $219K 0.01% new 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 1,846 $218K <0.01% new 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 1,826 $217K <0.01% -2,599 13F-HR Timeline Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 1,834 $216K 0.02% 0 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 1,831 $216K 0.01% -161 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 1,829 $216K <0.01% new 13F-HR Timeline FIDUCIARY FAMILY OFFICE, LLC More: the full row for FIDUCIARY FAMILY OFFICE, LLC 1,824 $215K 0.05% -1,668 13F-HR Timeline Malaga Cove Capital, LLC More: the full row for Malaga Cove Capital, LLC 1,814 $214K 0.07% -834 13F-HR Timeline Portside Wealth Group, LLC More: the full row for Portside Wealth Group, LLC 1,808 $213K 0.02% new 13F-HR Timeline SUMMITRY LLC More: the full row for SUMMITRY LLC 1,807 $213K 0.01% new 13F-HR Timeline PARSONS CAPITAL MANAGEMENT INC/RI More: the full row for PARSONS CAPITAL MANAGEMENT INC/RI 1,803 $213K 0.01% -416 13F-HR Timeline SATURNA CAPITAL CORP More: the full row for SATURNA CAPITAL CORP 1,800 $212K <0.01% -150,210 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 1,795 $212K 0.01% -289 13F-HR Timeline MTM Investment Management, LLC More: the full row for MTM Investment Management, LLC 1,782 $210K 0.06% 0 13F-HR Timeline