GAM Holding AG in group GAM Holding AG More: the full row for GAM Holding AG 3,424 $767K 0.06% new 13F-HR Timeline Group Redwood Investment Management, LLC in group Redwood Investment Management… More: the full row for Redwood Investment Management, LLC 3,419 $766K 0.08% new 13F-HR Timeline Group Beacon Bank & Trust More: the full row for Beacon Bank & Trust 3,419 $766K 0.15% new 13F-HR/A Timeline WEATHERLY ASSET MANAGEMENT L. P. More: the full row for WEATHERLY ASSET MANAGEMENT L. P. 3,419 $766K 0.05% new 13F-HR Timeline Cyndeo Wealth Partners, LLC More: the full row for Cyndeo Wealth Partners, LLC 3,415 $765K 0.04% new 13F-HR Timeline LFG Wealth Partners, LLC More: the full row for LFG Wealth Partners, LLC 3,398 $761K 0.36% new 13F-HR Timeline Tyche Wealth Partners LLC More: the full row for Tyche Wealth Partners LLC 3,391 $759K 0.11% new 13F-HR Timeline GRANDFIELD & DODD, LLC More: the full row for GRANDFIELD & DODD, LLC 3,390 $759K 0.04% new 13F-HR Timeline Granite Harbor Advisors, Inc. More: the full row for Granite Harbor Advisors, Inc. 3,388 $759K 0.3% new 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 3,336 $747K 0.04% new 13F-HR Timeline Altura Wealth Advisors Inc. More: the full row for Altura Wealth Advisors Inc. 3,326 $745K 0.25% new 13F-HR Timeline Front Row Advisors LLC More: the full row for Front Row Advisors LLC 3,223 $742K 0.21% new 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 3,309 $741K 0.02% new 13F-HR Timeline River Street Advisors LLC More: the full row for River Street Advisors LLC 3,310 $741K 0.22% new 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 3,296 $738K 0.02% new 13F-HR Timeline SOMERVILLE KURT F More: the full row for SOMERVILLE KURT F 3,288 $736K 0.18% new 13F-HR Timeline HORIZON KINETICS ASSET MANAGEMENT LLC More: the full row for HORIZON KINETICS ASSET MANAGEMENT LLC 3,286 $736K 0.01% new 13F-HR Timeline Patten Group, Inc. More: the full row for Patten Group, Inc. 3,284 $735K 0.11% new 13F-HR Timeline DILLON & ASSOCIATES INC More: the full row for DILLON & ASSOCIATES INC 3,277 $734K 0.09% new 13F-HR Timeline Cherry Creek Investment Advisors, Inc. More: the full row for Cherry Creek Investment Advisors, Inc. 3,271 $732K 0.29% new 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 3,260 $730K 0.1% new 13F-HR Timeline McMillan Office, Inc. More: the full row for McMillan Office, Inc. 3,259 $730K 0.08% new 13F-HR Timeline MWA Asset Management More: the full row for MWA Asset Management 3,258 $729K 0.33% new 13F-HR Timeline TRED AVON FAMILY WEALTH, LLC More: the full row for TRED AVON FAMILY WEALTH, LLC 3,185 $729K 0.22% new 13F-HR Timeline Kassira Wealth Management LLC More: the full row for Kassira Wealth Management LLC 3,253 $728K 0.59% new 13F-HR Timeline BURKE & HERBERT BANK & TRUST CO More: the full row for BURKE & HERBERT BANK & TRUST CO 3,231 $723K 0.18% new 13F-HR Timeline Navalign, LLC More: the full row for Navalign, LLC 3,229 $723K 0.17% new 13F-HR Timeline BIP Wealth, LLC More: the full row for BIP Wealth, LLC 3,227 $723K 0.02% new 13F-HR Timeline FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 3,217 $720K 0.04% new 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 3,213 $719K 0.02% new 13F-HR Timeline Bedel Financial Consulting, Inc. More: the full row for Bedel Financial Consulting, Inc. 3,212 $719K 0.07% new 13F-HR Timeline Lighthouse Investment Partners, LLC in group Lighthouse Investment Partner… More: the full row for Lighthouse Investment Partners, LLC 3,207 $718K 0.02% new 13F-HR Timeline Group Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 3,201 $717K 0.04% new 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 3,186 $713K 0.02% new 13F-HR Timeline Aljian Capital Management, LLC More: the full row for Aljian Capital Management, LLC 3,222 $712K 0.13% new 13F-HR Timeline MOORE CAPITAL MANAGEMENT, LP More: the full row for MOORE CAPITAL MANAGEMENT, LP 3,170 $710K 0.02% new 13F-HR Timeline EVERETT HARRIS & CO /CA/ More: the full row for EVERETT HARRIS & CO /CA/ 3,165 $709K 0.01% new 13F-HR Timeline Ramirez Asset Management, Inc. More: the full row for Ramirez Asset Management, Inc. 3,162 $708K 0.07% new 13F-HR Timeline Successful Portfolios LLC More: the full row for Successful Portfolios LLC 3,131 $705K 0.33% new 13F-HR Timeline Cinctive Capital Management LP More: the full row for Cinctive Capital Management LP 3,139 $703K 0.03% new 13F-HR Timeline EFG International AG in group EFG International AG More: the full row for EFG International AG 3,136 $702K 0.01% new 13F-HR Timeline Group SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 3,132 $701K 0.01% new 13F-HR Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 3,128 $700K 0.03% new 13F-HR Timeline XML Financial, LLC More: the full row for XML Financial, LLC 3,127 $700K 0.05% new 13F-HR Timeline BROADWATER CAPITAL MANAGEMENT LLC More: the full row for BROADWATER CAPITAL MANAGEMENT LLC 3,116 $698K 0.51% new 13F-HR Timeline WBH ADVISORY INC More: the full row for WBH ADVISORY INC 3,114 $697K 0.05% new 13F-HR Timeline MONETARY MANAGEMENT GROUP INC More: the full row for MONETARY MANAGEMENT GROUP INC 3,112 $697K 0.14% new 13F-HR Timeline KPP Advisory Services LLC More: the full row for KPP Advisory Services LLC 3,098 $694K 0.09% new 13F-HR Timeline Ridge Creek Global, Inc More: the full row for Ridge Creek Global, Inc 3,093 $693K 0.54% new 13F-HR Timeline Quadcap Wealth Management, LLC More: the full row for Quadcap Wealth Management, LLC 3,083 $690K 0.07% new 13F-HR Timeline Kintayl Capital LP More: the full row for Kintayl Capital LP 3,080 $690K 0.33% new 13F-HR Timeline Fieldview Capital Management, LLC More: the full row for Fieldview Capital Management, LLC 3,049 $688K 0.2% new 13F-HR Timeline Nilsine Partners, LLC More: the full row for Nilsine Partners, LLC 3,059 $685K 0.05% new 13F-HR Timeline RICHARDS, MERRILL & PETERSON, INC. More: the full row for RICHARDS, MERRILL & PETERSON, INC. 3,032 $679K 0.22% new 13F-HR Timeline LETSON INVESTMENT MANAGEMENT, INC. More: the full row for LETSON INVESTMENT MANAGEMENT, INC. 2,917 $677K 0.25% new 13F-HR Timeline SUMMIT WEALTH GROUP LLC / CO More: the full row for SUMMIT WEALTH GROUP LLC / CO 3,024 $677K 0.06% new 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 3,007 $673K 0.09% new 13F-HR Timeline Group Shay Capital LLC More: the full row for Shay Capital LLC 3,000 $672K 0.07% new 13F-HR Timeline WHALEROCK POINT PARTNERS, LLC More: the full row for WHALEROCK POINT PARTNERS, LLC 2,892 $672K 0.11% new 13F-HR Timeline Morton Capital Management LLC/CA More: the full row for Morton Capital Management LLC/CA 2,986 $669K 0.09% new 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 2,965 $664K 0.07% new 13F-HR Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 2,963 $663K 0.08% new 13F-HR Timeline Valtinson Bruner Financial Planning LLC More: the full row for Valtinson Bruner Financial Planning LLC 2,961 $663K 0.17% new 13F-HR Timeline MOSAIC FAMILY WEALTH PARTNERS, LLC More: the full row for MOSAIC FAMILY WEALTH PARTNERS, LLC 2,957 $662K 0.04% new 13F-HR Timeline Alpha Omega Wealth Management LLC More: the full row for Alpha Omega Wealth Management LLC 2,956 $662K 0.1% new 13F-HR Timeline Midwest Financial Partners Investments,… More: the full row for Midwest Financial Partners Investments, Inc. 2,955 $662K 0.27% new 13F-HR Timeline ARBOR TRUST WEALTH ADVISORS, LLC More: the full row for ARBOR TRUST WEALTH ADVISORS, LLC 2,955 $662K 0.27% new 13F-HR Timeline Luken Investment Analytics, LLC More: the full row for Luken Investment Analytics, LLC 2,953 $661K 0.23% new 13F-HR Timeline Intellectus Partners, LLC More: the full row for Intellectus Partners, LLC 2,948 $660K 0.11% new 13F-HR Timeline Argent Advisors, Inc. More: the full row for Argent Advisors, Inc. 2,916 $658K 0.16% new 13F-HR Timeline Avestar Capital, LLC More: the full row for Avestar Capital, LLC 2,897 $649K 0.04% new 13F-HR Timeline Sandy Cove Advisors, LLC More: the full row for Sandy Cove Advisors, LLC 2,893 $648K 0.16% new 13F-HR Timeline Dana Investment Advisors, Inc. More: the full row for Dana Investment Advisors, Inc. 2,878 $644K 0.02% new 13F-HR Timeline AA Financial Advisors, LLC More: the full row for AA Financial Advisors, LLC 2,865 $642K 0.08% new 13F-HR Timeline Meridian Wealth Advisors, LLC More: the full row for Meridian Wealth Advisors, LLC 2,865 $641K 0.07% new 13F-HR Timeline DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 2,854 $639K 0.01% new 13F-HR Timeline FIRST FOUNDATION ADVISORS in group FIRST FOUNDATION ADVISORS More: the full row for FIRST FOUNDATION ADVISORS 2,846 $637K 0.02% new 13F-HR Timeline Group KILEY JUERGENS WEALTH MANAGEMENT, LLC More: the full row for KILEY JUERGENS WEALTH MANAGEMENT, LLC 2,832 $634K 0.1% new 13F-HR Timeline S&CO INC More: the full row for S&CO INC 2,821 $631K 0.04% new 13F-HR Timeline Kennebec Savings Bank More: the full row for Kennebec Savings Bank 2,816 $630K 0.51% new 13F-HR Timeline AMG National Trust Bank More: the full row for AMG National Trust Bank 2,792 $625K 0.01% new 13F-HR Timeline Carlton Hofferkamp & Jenks Wealth Manag… More: the full row for Carlton Hofferkamp & Jenks Wealth Management, LLC 2,681 $625K 0.2% new 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 2,787 $624K 0.02% new 13F-HR Timeline VIAWEALTH, LLC More: the full row for VIAWEALTH, LLC 2,779 $622K 0.31% new 13F-HR Timeline Strategic Advisors LLC More: the full row for Strategic Advisors LLC 2,778 $622K 0.14% new 13F-HR Timeline KRS Capital Management, LLC More: the full row for KRS Capital Management, LLC 2,773 $621K 0.29% new 13F-HR Timeline Arista Wealth Management, LLC More: the full row for Arista Wealth Management, LLC 2,773 $621K 0.07% new 13F-HR Timeline Apriem Advisors More: the full row for Apriem Advisors 2,771 $620K 0.05% new 13F-HR Timeline DAVIS R M INC More: the full row for DAVIS R M INC 2,757 $617K 0.01% new 13F-HR Timeline WOODMONT INVESTMENT COUNSEL LLC More: the full row for WOODMONT INVESTMENT COUNSEL LLC 2,754 $617K 0.03% new 13F-HR Timeline River Wealth Advisors LLC More: the full row for River Wealth Advisors LLC 2,744 $614K 0.06% new 13F-HR/A Timeline Mengis Capital Management, Inc. More: the full row for Mengis Capital Management, Inc. 2,738 $613K 0.09% new 13F-HR Timeline Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 2,715 $608K 0.17% new 13F-HR Timeline Beaumont Financial Advisors, LLC More: the full row for Beaumont Financial Advisors, LLC 2,706 $606K 0.04% new 13F-HR Timeline ABN AMRO INVESTMENT SOLUTIONS group of 2 filers holding More: the full row for ABN AMRO INVESTMENT SOLUTIONS 2,705 $606K new Timeline Wilson & Boucher Capital Management, LLC More: the full row for Wilson & Boucher Capital Management, LLC 2,737 $605K 0.36% new 13F-HR Timeline EXCALIBUR MANAGEMENT CORP More: the full row for EXCALIBUR MANAGEMENT CORP 2,691 $605K 0.2% new 13F-HR Timeline Enhancing Capital LLC More: the full row for Enhancing Capital LLC 2,700 $605K 0.42% new 13F-HR Timeline ARVEST INVESTMENTS, INC. More: the full row for ARVEST INVESTMENTS, INC. 2,687 $602K 0.07% new 13F-HR Timeline CMH Wealth Management LLC More: the full row for CMH Wealth Management LLC 2,681 $600K 0.09% new 13F-HR Timeline Nicholas Hoffman & Company, LLC. More: the full row for Nicholas Hoffman & Company, LLC. 2,657 $595K 0.01% new 13F-HR Timeline EADS & HEALD WEALTH MANAGEMENT More: the full row for EADS & HEALD WEALTH MANAGEMENT 2,653 $594K 0.29% new 13F-HR Timeline HARVEY CAPITAL MANAGEMENT INC More: the full row for HARVEY CAPITAL MANAGEMENT INC 2,649 $593K 0.12% new 13F-HR/A Timeline The filing omitted confidential holdings, a later amendment may add them. MARATHON CAPITAL MANAGEMENT More: the full row for MARATHON CAPITAL MANAGEMENT 2,647 $593K 0.12% new 13F-HR Timeline GUERRA PAN ADVISORS, LLC More: the full row for GUERRA PAN ADVISORS, LLC 2,645 $592K 0.33% new 13F-HR Timeline Alpha Family Trust in group Alpha Family Trust More: the full row for Alpha Family Trust 2,640 $591K 0.24% new 13F-HR Timeline Group PATRICK M SWEENEY & ASSOCIATES, INC More: the full row for PATRICK M SWEENEY & ASSOCIATES, INC 2,640 $591K 0.34% new 13F-HR Timeline Clear Street Group Inc. in group Clear Street Group Inc. More: the full row for Clear Street Group Inc. 2,636 $590K <0.01% new 13F-HR Timeline Group Archer Investment Corp More: the full row for Archer Investment Corp 2,631 $589K 0.11% new 13F-HR/A Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 2,613 $585K 0.06% new 13F-HR Timeline Consilium Wealth Advisory, LLC More: the full row for Consilium Wealth Advisory, LLC 2,593 $581K 0.17% new 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 2,573 $579K 0.01% new 13F-HR Timeline Cane Capital Partners, LLC More: the full row for Cane Capital Partners, LLC 2,586 $579K 0.23% new 13F-HR Timeline Meadowbrook Advisors Group, LLC More: the full row for Meadowbrook Advisors Group, LLC 2,574 $576K 0.31% new 13F-HR Timeline Aurdan Capital Management, LLC More: the full row for Aurdan Capital Management, LLC 2,572 $576K 0.15% new 13F-HR Timeline Blueshift Asset Management, LLC More: the full row for Blueshift Asset Management, LLC 2,564 $574K 0.13% new 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 2,563 $574K 0.02% new 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 2,555 $572K 0.05% new 13F-HR Timeline NEXPOINT ASSET MANAGEMENT, L.P. in group NEXPOINT ASSET MANAGEMENT, L.… More: the full row for NEXPOINT ASSET MANAGEMENT, L.P. 2,550 $571K 0.04% new 13F-HR Timeline Group Purkiss Capital Advisors LLC More: the full row for Purkiss Capital Advisors LLC 2,444 $568K 0.22% new 13F-HR Timeline 3Chopt Investment Partners, LLC More: the full row for 3Chopt Investment Partners, LLC 2,534 $567K 0.11% new 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 2,531 $567K 0.1% new 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 2,528 $566K 0.05% new 13F-HR Timeline Oliver Luxxe Assets LLC More: the full row for Oliver Luxxe Assets LLC 2,525 $565K 0.08% new 13F-HR Timeline Palogic Value Management, L.P. More: the full row for Palogic Value Management, L.P. 2,520 $564K 0.2% new 13F-HR/A Timeline SPIREPOINT PRIVATE CLIENT, LLC More: the full row for SPIREPOINT PRIVATE CLIENT, LLC 2,506 $561K 0.05% new 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 2,502 $560K 0.01% new 13F-HR Timeline WATER ISLAND CAPITAL LLC More: the full row for WATER ISLAND CAPITAL LLC 2,500 $560K 0.06% new 13F-HR Timeline HELIOS CAPITAL MANAGEMENT PTE. LTD More: the full row for HELIOS CAPITAL MANAGEMENT PTE. LTD 2,500 $560K 0.55% new 13F-HR Timeline ROGCO, LP More: the full row for ROGCO, LP 2,498 $559K 0.17% new 13F-HR Timeline Platform Technology Partners More: the full row for Platform Technology Partners 2,496 $559K 0.09% new 13F-HR Timeline NEW ENGLAND ASSET MANAGEMENT INC More: the full row for NEW ENGLAND ASSET MANAGEMENT INC 2,490 $558K 0.06% new 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 2,473 $554K 0.03% new 13F-HR Timeline HUNTER ASSOCIATES INVESTMENT MANAGEMENT… More: the full row for HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC 2,448 $551K 0.06% new 13F-HR Timeline Cove Private Wealth, LLC More: the full row for Cove Private Wealth, LLC 2,459 $551K 0.11% new 13F-HR Timeline Galvin, Gaustad & Stein, LLC More: the full row for Galvin, Gaustad & Stein, LLC 2,452 $549K 0.04% new 13F-HR Timeline Schear Investment Advisers, LLC More: the full row for Schear Investment Advisers, LLC 2,450 $549K 0.18% new 13F-HR Timeline Aspen Grove Capital, LLC More: the full row for Aspen Grove Capital, LLC 2,448 $548K 0.08% new 13F-HR Timeline Legacy Financial Strategies, LLC More: the full row for Legacy Financial Strategies, LLC 2,448 $548K 0.08% new 13F-HR Timeline Trust Investment Advisors More: the full row for Trust Investment Advisors 2,356 $547K 0.26% new 13F-HR Timeline Advisory Solutions Group, LLC More: the full row for Advisory Solutions Group, LLC 2,440 $546K 0.19% 13F-HR Timeline Generali Investments CEE, investicni sp… More: the full row for Generali Investments CEE, investicni spolecnost, a.s. 2,351 $546K 0.03% new 13F-HR Timeline CAHILL FINANCIAL ADVISORS INC More: the full row for CAHILL FINANCIAL ADVISORS INC 2,434 $545K 0.05% new 13F-HR Timeline Thomasville National Bank More: the full row for Thomasville National Bank 2,428 $544K 0.03% 13F-HR Timeline Financial Sense Advisors, Inc. More: the full row for Financial Sense Advisors, Inc. 2,424 $543K 0.11% new 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 2,427 $538K 0.03% new 13F-HR Timeline GKV Capital Management Co., Inc. More: the full row for GKV Capital Management Co., Inc. 2,400 $537K 0.17% new 13F-HR Timeline Elmwood Wealth Management, Inc. More: the full row for Elmwood Wealth Management, Inc. 2,386 $534K 0.13% new 13F-HR Timeline Bernard Wealth Management Corp. More: the full row for Bernard Wealth Management Corp. 2,383 $533K 0.2% new 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 2,378 $532K 0.14% new 13F-HR Timeline Cambria Investment Management, L.P. More: the full row for Cambria Investment Management, L.P. 2,377 $532K 0.03% new 13F-HR Timeline Wellington Grp LLC More: the full row for Wellington Grp LLC 2,372 $531K 0.14% new 13F-HR/A Timeline Elefante Mark B More: the full row for Elefante Mark B 2,369 $530K 0.23% new 13F-HR Timeline Polymer Capital Management (US) LLC More: the full row for Polymer Capital Management (US) LLC 2,369 $530K 0.08% new 13F-HR Timeline Lewis Asset Management, LLC More: the full row for Lewis Asset Management, LLC 2,369 $530K 0.19% new 13F-HR Timeline DecisionMap Wealth Management, LLC More: the full row for DecisionMap Wealth Management, LLC 2,364 $529K 0.3% new 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 2,359 $528K 0.04% new 13F-HR Timeline Group Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 2,355 $527K 0.03% new 13F-HR Timeline JMAC ENTERPRISES LLC More: the full row for JMAC ENTERPRISES LLC 2,350 $526K 0.09% new 13F-HR Timeline SS&H Financial Advisors, Inc. More: the full row for SS&H Financial Advisors, Inc. 2,351 $526K 0.13% 13F-HR Timeline LMR Partners LLP in group LMR Partners LLP More: the full row for LMR Partners LLP 2,345 $525K <0.01% new 13F-HR Timeline Group Finivi Inc. More: the full row for Finivi Inc. 2,325 $521K 0.27% new 13F-HR Timeline FEDERATED HERMES, INC. in group FEDERATED HERMES, INC. More: the full row for FEDERATED HERMES, INC. 2,324 $520K <0.01% new 13F-HR Timeline Group BALDWIN WEALTH PARTNERS LLC/MA More: the full row for BALDWIN WEALTH PARTNERS LLC/MA 2,311 $517K 0.03% new 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 2,301 $515K 0.04% new 13F-HR Timeline SNOWWATER INVESTMENT PARTNERS, LLC More: the full row for SNOWWATER INVESTMENT PARTNERS, LLC 2,301 $515K 0.36% new 13F-HR Timeline Great Diamond Partners, LLC More: the full row for Great Diamond Partners, LLC 2,298 $515K 0.09% new 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 2,295 $514K 0.19% new 13F-HR Timeline Valley Brook Capital Group, Inc. More: the full row for Valley Brook Capital Group, Inc. 2,283 $511K 0.29% new 13F-HR Timeline Focused Wealth Management, Inc More: the full row for Focused Wealth Management, Inc 2,278 $510K 0.05% new 13F-HR Timeline BURNEY CO/ More: the full row for BURNEY CO/ 2,270 $508K 0.01% new 13F-HR Timeline Portfolio Design Labs, LLC More: the full row for Portfolio Design Labs, LLC 2,270 $508K 0.08% new 13F-HR Timeline TOWNSQUARE CAPITAL LLC More: the full row for TOWNSQUARE CAPITAL LLC 2,267 $508K 0.09% new 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 2,257 $505K <0.01% new 13F-HR Timeline RENASANT BANK More: the full row for RENASANT BANK 2,253 $504K 0.32% new 13F-HR Timeline Forvis Mazars Wealth Advisors, LLC More: the full row for Forvis Mazars Wealth Advisors, LLC 2,250 $504K 0.01% new 13F-HR Timeline Altus Wealth Group LLC More: the full row for Altus Wealth Group LLC 2,247 $503K 0.18% new 13F-HR Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 2,245 $503K 0.02% new 13F-HR Timeline Broderick Brian C More: the full row for Broderick Brian C 2,241 $502K 0.08% new 13F-HR Timeline Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 2,239 $501K 0.02% new 13F-HR Timeline CIDEL ASSET MANAGEMENT INC More: the full row for CIDEL ASSET MANAGEMENT INC 2,237 $501K 0.02% new 13F-HR Timeline BUILDER INVESTMENT GROUP INC /ADV More: the full row for BUILDER INVESTMENT GROUP INC /ADV 2,223 $498K 0.1% new 13F-HR Timeline Marex Group Ltd in group Marex Group Ltd More: the full row for Marex Group Ltd 2,220 $497K <0.01% new 13F-HR Timeline Group Legacy Advisors, LLC More: the full row for Legacy Advisors, LLC 2,218 $497K 0.05% new 13F-HR Timeline First City Capital Management, Inc. More: the full row for First City Capital Management, Inc. 2,209 $495K 0.24% new 13F-HR Timeline Outlook Wealth Advisors, LLC More: the full row for Outlook Wealth Advisors, LLC 2,208 $494K 0.11% new 13F-HR Timeline Gold Investment Management Ltd. More: the full row for Gold Investment Management Ltd. 2,201 $493K 0.13% new 13F-HR Timeline Heritage Wealth Management, Inc. More: the full row for Heritage Wealth Management, Inc. 2,200 $492K 0.12% new 13F-HR Timeline Moss Adams Wealth Advisors LLC More: the full row for Moss Adams Wealth Advisors LLC 2,193 $491K 0.03% new 13F-HR Timeline NCM Capital Management, LLC More: the full row for NCM Capital Management, LLC 2,184 $489K 0.15% new 13F-HR Timeline AVISO WEALTH MANAGEMENT More: the full row for AVISO WEALTH MANAGEMENT 2,181 $488K 0.17% new 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 2,178 $488K 0.03% new 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 2,176 $487K 0.03% new 13F-HR Timeline MIRAMONTES CAPITAL, LLC More: the full row for MIRAMONTES CAPITAL, LLC 2,175 $487K 0.15% new 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 2,184 $487K 0.02% new 13F-HR Timeline CASCADE INVESTMENT GROUP, INC. More: the full row for CASCADE INVESTMENT GROUP, INC. 2,169 $486K 0.27% new 13F-HR Timeline LIGHTHOUSE FINANCIAL SERVICES INC /ADV More: the full row for LIGHTHOUSE FINANCIAL SERVICES INC /ADV 2,183 $484K 0.1% new 13F-HR Timeline SACKS & ASSOCIATES, LLC More: the full row for SACKS & ASSOCIATES, LLC 1,991 $484K 0.33% new 13F-HR Timeline Cohen Capital Management, Inc. More: the full row for Cohen Capital Management, Inc. 2,160 $484K 0.07% new 13F-HR Timeline Independent Wealth Network Inc. More: the full row for Independent Wealth Network Inc. 2,150 $481K 0.12% new 13F-HR Timeline