Napean Trading & Investment Co (Singapo… More: the full row for Napean Trading & Investment Co (Singapore) PTE Ltd 17,533 $6.03M 1.17% -2,760 13F-HR Timeline Ninety One UK Ltd More: the full row for Ninety One UK Ltd 17,511 $6.03M 0.01% -1,236 13F-HR Timeline Coastal Bridge Advisors, LLC More: the full row for Coastal Bridge Advisors, LLC 17,506 $6.02M 0.45% -212 13F-HR Timeline Weiss Asset Management LP in group Weiss Asset Management LP More: the full row for Weiss Asset Management LP 17,500 $6.02M 0.09% new 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 17,458 $6.01M 0.36% -2,684 13F-HR Timeline HENNESSY ADVISORS INC More: the full row for HENNESSY ADVISORS INC 17,450 $6M 0.21% +4,250 13F-HR Timeline CAMBIENT FAMILY OFFICE, LLC More: the full row for CAMBIENT FAMILY OFFICE, LLC 17,399 $5.99M 0.85% 13F-HR Timeline Field & Main Bank More: the full row for Field & Main Bank 17,370 $5.98M 1.72% -293 13F-HR Timeline Orange Investment Advisors, Inc. More: the full row for Orange Investment Advisors, Inc. 17,355 $5.97M 0.66% -4,885 13F-HR Timeline WOODMONT INVESTMENT COUNSEL LLC More: the full row for WOODMONT INVESTMENT COUNSEL LLC 17,349 $5.97M 0.37% +473 13F-HR Timeline Robbins Farley More: the full row for Robbins Farley 17,338 $5.97M 2.71% +1,054 13F-HR Timeline Eagle Capital Management, LLC More: the full row for Eagle Capital Management, LLC 17,321 $5.96M 2.17% +383 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 17,306 $5.95M 0.56% -475 13F-HR Timeline Columbus Macro, LLC More: the full row for Columbus Macro, LLC 17,234 $5.93M 0.65% +150 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 17,217 $5.92M 0.52% -1,310 13F-HR Timeline GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 17,200 $5.92M 0.37% -7 13F-HR Timeline Tema ETFs LLC More: the full row for Tema ETFs LLC 17,197 $5.92M 0.46% +1,309 13F-HR Timeline CYPRESS ASSET MANAGEMENT INC/TX More: the full row for CYPRESS ASSET MANAGEMENT INC/TX 17,184 $5.91M 1.3% -361 13F-HR Timeline Canal Capital Management, LLC More: the full row for Canal Capital Management, LLC 17,166 $5.91M 0.84% -638 13F-HR Timeline TLW Wealth Management, LLC More: the full row for TLW Wealth Management, LLC 17,102 $5.88M 3.39% -184 13F-HR Timeline PFC CAPITAL GROUP, INC. More: the full row for PFC CAPITAL GROUP, INC. 17,101 $5.88M 2.42% +13 13F-HR Timeline Asset Advisors Investment Management, L… More: the full row for Asset Advisors Investment Management, LLC 17,094 $5.88M 0.54% -2,535 13F-HR Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 17,077 $5.88M 0.01% +13 13F-HR Timeline Lester Murray Antman dba SimplyRich More: the full row for Lester Murray Antman dba SimplyRich 17,071 $5.87M 1.54% +1 13F-HR Timeline CANTOR FITZGERALD INVESTMENT ADVISORS L… in group CANTOR FITZGERALD, L. P. More: the full row for CANTOR FITZGERALD INVESTMENT ADVISORS L.P. 17,060 $5.87M 0.43% +510 13F-HR Timeline Group Parcion Private Wealth LLC More: the full row for Parcion Private Wealth LLC 17,041 $5.86M 0.36% -394 13F-HR Timeline Bull Street Advisors, LLC More: the full row for Bull Street Advisors, LLC 17,030 $5.86M 2.72% -60 13F-HR Timeline ABLES, IANNONE, MOORE & ASSOCIATES, INC. More: the full row for ABLES, IANNONE, MOORE & ASSOCIATES, INC. 17,007 $5.85M 3.2% +2,214 13F-HR Timeline Advanced Asset Management Advisors Inc More: the full row for Advanced Asset Management Advisors Inc 17,000 $5.85M 1.6% 0 13F-HR Timeline GROUPAMA ASSET MANAGMENT More: the full row for GROUPAMA ASSET MANAGMENT 16,954 $5.83M 0.09% -1,964 13F-HR Timeline STRATEGY ASSET MANAGERS LLC More: the full row for STRATEGY ASSET MANAGERS LLC 16,918 $5.82M 0.96% +565 13F-HR Timeline Journey Advisory Group, LLC More: the full row for Journey Advisory Group, LLC 16,852 $5.8M 0.49% -1,869 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 16,825 $5.79M 0.08% +734 13F-HR Timeline Group Capital Investment Counsel, LLC More: the full row for Capital Investment Counsel, LLC 16,750 $5.76M 0.8% +436 13F-HR Timeline BUILDER INVESTMENT GROUP INC /ADV More: the full row for BUILDER INVESTMENT GROUP INC /ADV 16,694 $5.74M 1.24% -64 13F-HR Timeline DENALI ADVISORS LLC More: the full row for DENALI ADVISORS LLC 16,661 $5.73M 0.64% -44 13F-HR Timeline MITCHELL MCLEOD PUGH & WILLIAMS INC More: the full row for MITCHELL MCLEOD PUGH & WILLIAMS INC 14,884 $5.73M 0.82% +408 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 16,643 $5.73M 0.25% -2,529 13F-HR Timeline Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 16,635 $5.72M 0.19% +292 13F-HR Timeline V-Square Quantitative Management LLC More: the full row for V-Square Quantitative Management LLC 16,601 $5.71M 0.59% -1,906 13F-HR Timeline DUPONT CAPITAL MANAGEMENT CORP More: the full row for DUPONT CAPITAL MANAGEMENT CORP 16,601 $5.71M 0.64% -3,874 13F-HR Timeline Tyche Wealth Partners LLC More: the full row for Tyche Wealth Partners LLC 16,594 $5.71M 0.91% -1,869 13F-HR Timeline Meridian Wealth Advisors, LLC More: the full row for Meridian Wealth Advisors, LLC 16,572 $5.7M 0.79% -733 13F-HR Timeline Wellington Shields Capital Management, … group of 2 filers holding More: the full row for Wellington Shields Capital Management, LLC 16,488 $5.67M +896 Timeline Murphy, Middleton, Hinkle & Parker, Inc. More: the full row for Murphy, Middleton, Hinkle & Parker, Inc. 50,912 $5.67M 2.77% +36,233 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 14,700 $5.66M 0.13% -2,014 13F-HR Timeline Wallington Asset Management, LLC More: the full row for Wallington Asset Management, LLC 16,446 $5.66M 0.72% -225 13F-HR Timeline Ayrshire Capital Management LLC More: the full row for Ayrshire Capital Management LLC 16,436 $5.66M 2.6% +928 13F-HR Timeline TCW GROUP INC in group TCW GROUP INC More: the full row for TCW GROUP INC 16,428 $5.65M 0.04% new 13F-HR Timeline Group New Hampshire Trust More: the full row for New Hampshire Trust 16,399 $5.64M 1.1% -408 13F-HR Timeline Councilmark Asset Management, LLC More: the full row for Councilmark Asset Management, LLC 16,382 $5.64M 3.15% -133 13F-HR Timeline Delaney Dennis R More: the full row for Delaney Dennis R 16,314 $5.61M 2.82% +25 13F-HR Timeline Ironwood Investment Counsel, LLC More: the full row for Ironwood Investment Counsel, LLC 16,300 $5.61M 0.78% -946 13F-HR Timeline Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 16,024 $5.59M 0.37% -122 13F-HR Timeline iA Global Asset Management Inc. More: the full row for iA Global Asset Management Inc. 16,196 $5.57M 0.07% 0 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 16,133 $5.55M 0.17% -178 13F-HR Timeline Vest Financial, LLC More: the full row for Vest Financial, LLC 16,104 $5.54M 0.07% +2,307 13F-HR Timeline Mystic Asset Management, Inc. More: the full row for Mystic Asset Management, Inc. 16,094 $5.54M 1.25% -64 13F-HR Timeline GREAT LAKES ADVISORS, LLC More: the full row for GREAT LAKES ADVISORS, LLC 16,078 $5.53M 0.05% -903 13F-HR Timeline SCHMIDT P J INVESTMENT MANAGEMENT INC More: the full row for SCHMIDT P J INVESTMENT MANAGEMENT INC 16,067 $5.53M 0.9% -521 13F-HR Timeline Estabrook Capital Management More: the full row for Estabrook Capital Management 16,043 $5.52M 0.81% -500 13F-HR Timeline Generali Investments CEE, investicni sp… More: the full row for Generali Investments CEE, investicni spolecnost, a.s. 16,039 $5.52M 0.39% +3,549 13F-HR Timeline CRA Financial Services, LLC More: the full row for CRA Financial Services, LLC 16,024 $5.51M 0.72% -479 13F-HR Timeline Cohen Klingenstein LLC More: the full row for Cohen Klingenstein LLC 16,000 $5.51M 0.17% 0 13F-HR Timeline Vinva Investment Management Ltd More: the full row for Vinva Investment Management Ltd 16,206 $5.5M 0.07% -49,086 13F-HR Timeline Peterson Wealth Services More: the full row for Peterson Wealth Services 15,981 $5.5M 1.41% +14,951 13F-HR Timeline William Allan Corp More: the full row for William Allan Corp 15,963 $5.49M 3.12% -303 13F-HR Timeline AlTi Global, Inc. in group AlTi Global, Inc. More: the full row for AlTi Global, Inc. 15,960 $5.49M 0.12% +749 13F-HR Timeline Group Blue Edge Capital, LLC More: the full row for Blue Edge Capital, LLC 15,944 $5.49M 0.73% +328 13F-HR Timeline Hartford Financial Management Inc. More: the full row for Hartford Financial Management Inc. 15,929 $5.48M 1.42% +546 13F-HR Timeline CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 15,927 $5.48M 0.2% -2,203 13F-HR Timeline GABLES CAPITAL MANAGEMENT INC. More: the full row for GABLES CAPITAL MANAGEMENT INC. 15,924 $5.48M 2.32% -100 13F-HR Timeline Northwest Bancshares, Inc. More: the full row for Northwest Bancshares, Inc. 15,867 $5.46M 1.06% -2,142 13F-HR Timeline MOTCO More: the full row for MOTCO 15,850 $5.45M 0.49% -308 13F-HR Timeline MITCHELL CAPITAL MANAGEMENT CO More: the full row for MITCHELL CAPITAL MANAGEMENT CO 15,848 $5.45M 0.97% +47 13F-HR Timeline Citizens Business Bank More: the full row for Citizens Business Bank 15,800 $5.44M 0.9% +444 13F-HR Timeline Addenda Capital Inc. More: the full row for Addenda Capital Inc. 15,800 $5.44M 0.16% -1,725 13F-HR Timeline INVESTMENT HOUSE LLC More: the full row for INVESTMENT HOUSE LLC 15,748 $5.42M 0.26% -280 13F-HR Timeline Busey Bank More: the full row for Busey Bank 15,728 $5.41M 0.14% +141 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 15,625 $5.41M 0.21% +1,560 13F-HR Timeline Ascentis Wealth Management, LLC group of 2 filers holding More: the full row for Ascentis Wealth Management, LLC 15,672 $5.4M +223 Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 15,652 $5.39M 0.12% -1,114 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 15,528 $5.34M 0.22% +325 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 15,509 $5.34M 0.15% +193 13F-HR/A Timeline Group PROFUND ADVISORS LLC More: the full row for PROFUND ADVISORS LLC 15,509 $5.34M 0.16% -1,348 13F-HR Timeline DLK Investment Management, LLC More: the full row for DLK Investment Management, LLC 15,490 $5.33M 1.98% +336 13F-HR Timeline McGinn Penninger Investment Management,… More: the full row for McGinn Penninger Investment Management, Inc. 15,407 $5.3M 3.08% +135 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 15,380 $5.29M 0.08% +159 13F-HR Timeline Cadence Bank More: the full row for Cadence Bank 15,380 $5.29M 0.31% +78 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 15,356 $5.28M 0.05% -61 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 15,351 $5.28M 0.1% -245 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 15,350 $5.28M 0.26% -6,751 13F-HR Timeline Marble Wealth, LLC More: the full row for Marble Wealth, LLC 15,344 $5.28M 0.73% 13F-HR Timeline Family Legacy, Inc. More: the full row for Family Legacy, Inc. 15,327 $5.27M 1.58% +41 13F-HR Timeline Occidental Asset Management, LLC More: the full row for Occidental Asset Management, LLC 15,307 $5.27M 0.63% +169 13F-HR Timeline SOROS CAPITAL MANAGEMENT LLC in group SOROS FUND MANAGEMENT LLC More: the full row for SOROS CAPITAL MANAGEMENT LLC 15,292 $5.26M 1.38% +6,161 13F-HR Timeline Group Comprehensive Financial Consultants Ins… More: the full row for Comprehensive Financial Consultants Institutional, Inc. 15,256 $5.25M 1.59% +400 13F-HR Timeline McBroom & Associates, LLC More: the full row for McBroom & Associates, LLC 15,253 $5.25M 2.55% -1,568 13F-HR Timeline Riverview Capital Advisers, LLC More: the full row for Riverview Capital Advisers, LLC 15,219 $5.24M 1.58% -1,240 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 15,190 $5.23M 0.38% -573 13F-HR Timeline ROSENBLUM SILVERMAN SUTTON S F INC /CA More: the full row for ROSENBLUM SILVERMAN SUTTON S F INC /CA 15,165 $5.22M 1.21% -329 13F-HR Timeline McDonough Capital Management, Inc More: the full row for McDonough Capital Management, Inc 15,158 $5.22M 2.56% -711 13F-HR Timeline Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 15,144 $5.21M 0.33% -898 13F-HR Timeline Sandhill Capital Partners LLC More: the full row for Sandhill Capital Partners LLC 15,131 $5.21M 0.37% +104 13F-HR Timeline Van Cleef Asset Management,Inc More: the full row for Van Cleef Asset Management,Inc 15,076 $5.19M 0.53% -138 13F-HR Timeline Scissortail Wealth Management, LLC More: the full row for Scissortail Wealth Management, LLC 15,049 $5.18M 1.18% +292 13F-HR Timeline Bill Few Associates, Inc. More: the full row for Bill Few Associates, Inc. 15,041 $5.18M 1.27% +321 13F-HR Timeline HOLDERNESS INVESTMENTS CO More: the full row for HOLDERNESS INVESTMENTS CO 15,040 $5.18M 1.05% -431 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 15,018 $5.17M 0.31% +912 13F-HR Timeline Aries Wealth Management More: the full row for Aries Wealth Management 15,003 $5.16M 1.14% -119 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 14,992 $5.16M 0.34% -187 13F-HR Timeline Group FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 14,963 $5.15M 0.24% -1,289 13F-HR Timeline HARMONY ASSET MANAGEMENT LLC More: the full row for HARMONY ASSET MANAGEMENT LLC 14,935 $5.14M 1.72% -125 13F-HR Timeline WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 14,854 $5.11M 0.56% +180 13F-HR Timeline ST. NICHOLAS PRIVATE ASSET MANAGEMENT, … More: the full row for ST. NICHOLAS PRIVATE ASSET MANAGEMENT, INC 14,797 $5.09M 4.57% -1,915 13F-HR Timeline BURNS J W & CO INC/NY More: the full row for BURNS J W & CO INC/NY 14,790 $5.09M 0.56% +51 13F-HR Timeline Kensington Investment Counsel, LLC More: the full row for Kensington Investment Counsel, LLC 14,760 $5.08M 2.06% -7 13F-HR Timeline Scott & Selber, Inc. More: the full row for Scott & Selber, Inc. 14,726 $5.07M 1.27% -526 13F-HR Timeline RFP Financial Group LLC More: the full row for RFP Financial Group LLC 14,714 $5.06M 2.42% +7,332 13F-HR Timeline Jupiter Wealth Management LLC More: the full row for Jupiter Wealth Management LLC 12,960 $5.06M 2.25% +388 13F-HR Timeline Arrow Financial Corp in group Arrow Financial Corp More: the full row for Arrow Financial Corp 14,687 $5.05M 0.5% +394 13F-HR Timeline Group CAPITAL GROUP INVESTMENT MANAGEMENT PTE… group of 2 filers holding More: the full row for CAPITAL GROUP INVESTMENT MANAGEMENT PTE. LTD. 14,675 $5.05M +978 Timeline Caliber Wealth Management, LLC / KS More: the full row for Caliber Wealth Management, LLC / KS 14,659 $5.04M 0.54% +634 13F-HR Timeline Perennial Advisors, LLC More: the full row for Perennial Advisors, LLC 14,616 $5.03M 0.84% +487 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 14,588 $5.02M 0.11% -1,261 13F-HR Timeline BFSG, LLC More: the full row for BFSG, LLC 14,555 $5.01M 0.49% +2 13F-HR Timeline Roundview Capital LLC More: the full row for Roundview Capital LLC 14,520 $5M 0.31% -277 13F-HR Timeline Connecticut Wealth Management, LLC More: the full row for Connecticut Wealth Management, LLC 14,467 $4.98M 0.22% -31 13F-HR Timeline CARRET ASSET MANAGEMENT, LLC More: the full row for CARRET ASSET MANAGEMENT, LLC 14,461 $4.98M 0.47% -221 13F-HR Timeline Goelzer Investment Management, Inc. More: the full row for Goelzer Investment Management, Inc. 14,450 $4.97M 0.23% +643 13F-HR Timeline First National Bank of Mount Dora, Trus… More: the full row for First National Bank of Mount Dora, Trust Investment Services 14,446 $4.97M 1.09% -306 13F-HR Timeline FAS Wealth Partners, Inc. More: the full row for FAS Wealth Partners, Inc. 14,421 $4.96M 0.32% +668 13F-HR Timeline Y-Intercept (Hong Kong) Ltd More: the full row for Y-Intercept (Hong Kong) Ltd 14,415 $4.96M 0.11% +9,756 13F-HR Timeline Lazard Freres Gestion S.A.S. More: the full row for Lazard Freres Gestion S.A.S. 14,395 $4.95M 0.09% -5,862 13F-HR Timeline CHATHAM CAPITAL GROUP, INC. More: the full row for CHATHAM CAPITAL GROUP, INC. 14,384 $4.95M 0.7% +99 13F-HR Timeline STRATEGIC PLANNING GROUP, LLC More: the full row for STRATEGIC PLANNING GROUP, LLC 14,357 $4.94M 0.64% +1,720 13F-HR Timeline B & T Capital Management DBA Alpha Capi… More: the full row for B & T Capital Management DBA Alpha Capital Management 14,343 $4.94M 0.7% +66 13F-HR Timeline Carnegie Lake Advisors LLC More: the full row for Carnegie Lake Advisors LLC 14,340 $4.93M 1.88% +1 13F-HR Timeline Beacon Bank & Trust More: the full row for Beacon Bank & Trust 14,330 $4.93M 1% -1,015 13F-HR Timeline West Branch Capital LLC More: the full row for West Branch Capital LLC 14,282 $4.91M 1.27% +95 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 11,948 $4.9M 0.28% -583 13F-HR Timeline Parisi Gray Wealth Management More: the full row for Parisi Gray Wealth Management 14,196 $4.88M 1.11% +100 13F-HR Timeline ARTHUR M. COHEN & ASSOCIATES, LLC More: the full row for ARTHUR M. COHEN & ASSOCIATES, LLC 14,180 $4.88M 0.8% -630 13F-HR Timeline KAVAR CAPITAL PARTNERS GROUP, LLC More: the full row for KAVAR CAPITAL PARTNERS GROUP, LLC 14,177 $4.88M 0.67% -195 13F-HR Timeline Castleview Partners, LLC More: the full row for Castleview Partners, LLC 14,170 $4.88M 2.42% +3,232 13F-HR Timeline Confluence Wealth Services, Inc. More: the full row for Confluence Wealth Services, Inc. 14,155 $4.87M 0.2% -694 13F-HR Timeline PANAGORA ASSET MANAGEMENT INC More: the full row for PANAGORA ASSET MANAGEMENT INC 14,131 $4.86M 0.02% -6,465 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 14,076 $4.84M 0.18% -695 13F-HR Timeline Group QUEST INVESTMENT MANAGEMENT LLC More: the full row for QUEST INVESTMENT MANAGEMENT LLC 14,074 $4.84M 0.52% -3,976 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 14,044 $4.83M 0.36% +278 13F-HR Timeline INVESTORS ASSET MANAGEMENT OF GEORGIA I… More: the full row for INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV 14,013 $4.82M 1.99% -64 13F-HR Timeline RiverFront Investment Group, LLC More: the full row for RiverFront Investment Group, LLC 14,008 $4.82M 0.08% +1,796 13F-HR Timeline S.E.E.D. Planning Group LLC More: the full row for S.E.E.D. Planning Group LLC 14,008 $4.82M 1.37% -139 13F-HR Timeline HARTLINE INVESTMENT CORP/ More: the full row for HARTLINE INVESTMENT CORP/ 14,007 $4.82M 0.52% -1,638 13F-HR Timeline RBA Wealth Management, LLC More: the full row for RBA Wealth Management, LLC 13,993 $4.81M 1.63% +225 13F-HR Timeline JCIC Asset Management Inc. More: the full row for JCIC Asset Management Inc. 13,987 $4.81M 1.47% -238 13F-HR Timeline Signature Wealth Management Group More: the full row for Signature Wealth Management Group 13,958 $4.8M 1.96% -38 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 13,957 $4.8M 0.16% -524 13F-HR Timeline Global Wealth Management Investment Adv… More: the full row for Global Wealth Management Investment Advisory, Inc. 13,951 $4.8M 0.77% +1,253 13F-HR Timeline BIRCH FINANCIAL GROUP, LLC More: the full row for BIRCH FINANCIAL GROUP, LLC 13,941 $4.8M 2.74% +5 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 13,938 $4.8M 0.16% +5,810 13F-HR Timeline DoubleLine ETF Adviser LP More: the full row for DoubleLine ETF Adviser LP 13,921 $4.79M 1.44% new 13F-HR Timeline Birch Hill Investment Advisors LLC More: the full row for Birch Hill Investment Advisors LLC 13,919 $4.79M 0.2% -60 13F-HR Timeline PRING TURNER CAPITAL GROUP INC More: the full row for PRING TURNER CAPITAL GROUP INC 13,899 $4.78M 2.96% +166 13F-HR Timeline Symphony Financial, Ltd. Co. More: the full row for Symphony Financial, Ltd. Co. 13,810 $4.78M 0.64% -5,741 13F-HR Timeline China Universal Asset Management Co., L… More: the full row for China Universal Asset Management Co., Ltd. 13,881 $4.78M 0.37% +2,453 13F-HR Timeline Bell Asset Management Ltd More: the full row for Bell Asset Management Ltd 13,782 $4.77M 1.28% +6,580 13F-HR Timeline Linden Thomas Advisory Services, LLC More: the full row for Linden Thomas Advisory Services, LLC 13,837 $4.76M 0.48% -84 13F-HR Timeline BlueChip Wealth Advisors LLC More: the full row for BlueChip Wealth Advisors LLC 13,806 $4.75M 2% -853 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 13,723 $4.72M 0.51% -186 13F-HR Timeline Jaffetilchin Investment Partners, LLC More: the full row for Jaffetilchin Investment Partners, LLC 13,637 $4.69M 0.27% +125 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 13,586 $4.67M 0.17% +96 13F-HR Timeline Stolper Co More: the full row for Stolper Co 13,565 $4.67M 1.37% +287 13F-HR Timeline HORAN Wealth, LLC More: the full row for HORAN Wealth, LLC 13,557 $4.66M 0.72% +301 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 13,553 $4.66M 0.26% +881 13F-HR Timeline Group TWIN CAPITAL MANAGEMENT INC More: the full row for TWIN CAPITAL MANAGEMENT INC 13,531 $4.66M 0.58% -895 13F-HR Timeline Dempze Nancy E More: the full row for Dempze Nancy E 13,511 $4.65M 2.42% +687 13F-HR Timeline XTX Topco Ltd in group XTX Topco Ltd More: the full row for XTX Topco Ltd 13,471 $4.64M 0.12% +6,838 13F-HR Timeline Group COMMUNITY TRUST & INVESTMENT CO More: the full row for COMMUNITY TRUST & INVESTMENT CO 13,467 $4.63M 0.25% -286 13F-HR Timeline WealthPlan Investment Management, LLC More: the full row for WealthPlan Investment Management, LLC 13,463 $4.63M 0.3% +10,169 13F-HR Timeline DeDora Capital, Inc. More: the full row for DeDora Capital, Inc. 13,452 $4.63M 1.1% +58 13F-HR Timeline HARVEY CAPITAL MANAGEMENT INC More: the full row for HARVEY CAPITAL MANAGEMENT INC 13,422 $4.62M 0.98% +1,607 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. WOODARD & CO ASSET MANAGEMENT GROUP INC… More: the full row for WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV 13,410 $4.61M 0.73% +1,865 13F-HR Timeline CANANDAIGUA NATIONAL BANK & TRUST CO in group CANANDAIGUA NATIONAL BANK & T… More: the full row for CANANDAIGUA NATIONAL BANK & TRUST CO 13,402 $4.61M 0.41% -276 13F-HR Timeline Group RMR Wealth Builders More: the full row for RMR Wealth Builders 13,379 $4.6M 0.37% +491 13F-HR Timeline FIRST FOUNDATION ADVISORS in group FIRST FOUNDATION ADVISORS More: the full row for FIRST FOUNDATION ADVISORS 13,375 $4.6M 0.17% +2,425 13F-HR Timeline Group StrongBox Wealth, LLC More: the full row for StrongBox Wealth, LLC 13,340 $4.59M 1.51% +1,000 13F-HR Timeline Wealth Advisory Solutions, LLC More: the full row for Wealth Advisory Solutions, LLC 13,336 $4.59M 1.07% -22 13F-HR Timeline ROI Financial Advisors, LLC More: the full row for ROI Financial Advisors, LLC 13,305 $4.58M 2.63% -229 13F-HR Timeline Berger Financial Group, Inc More: the full row for Berger Financial Group, Inc 13,302 $4.58M 0.27% -361 13F-HR Timeline PLATINUM INVESTMENT MANAGEMENT LTD More: the full row for PLATINUM INVESTMENT MANAGEMENT LTD 13,300 $4.58M 1.06% -700 13F-HR Timeline Empire Financial Management Company, LLC More: the full row for Empire Financial Management Company, LLC 13,248 $4.56M 0.99% +193 13F-HR Timeline Annex Advisory Services, LLC More: the full row for Annex Advisory Services, LLC 13,245 $4.56M 0.09% -7,257 13F-HR Timeline Insight Wealth Strategies, LLC More: the full row for Insight Wealth Strategies, LLC 13,237 $4.55M 0.52% +595 13F-HR Timeline Retirement Planning Group, LLC More: the full row for Retirement Planning Group, LLC 13,233 $4.55M 0.15% +782 13F-HR Timeline Valley Brook Capital Group, Inc. More: the full row for Valley Brook Capital Group, Inc. 13,223 $4.55M 3.01% +146 13F-HR Timeline Formidable Asset Management, LLC More: the full row for Formidable Asset Management, LLC 11,186 $4.53M 0.66% -464 13F-HR Timeline First City Capital Management, Inc. More: the full row for First City Capital Management, Inc. 13,159 $4.53M 2.39% -102 13F-HR Timeline Mission Creek Capital Partners, Inc. More: the full row for Mission Creek Capital Partners, Inc. 27,152 $4.5M 0.91% +428 13F-HR Timeline Columbia Asset Management More: the full row for Columbia Asset Management 13,071 $4.5M 0.8% -364 13F-HR Timeline