HSBC HOLDINGS PLC in group HSBC HOLDINGS PLC More: the full row for HSBC HOLDINGS PLC 544,840 $32.7M 0.02% -32,009 13F-HR Timeline Group STATE OF WISCONSIN INVESTMENT BOARD More: the full row for STATE OF WISCONSIN INVESTMENT BOARD 541,700 $32.5M 0.08% +5,900 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 531,474 $31.9M 3.26% -31,927 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 529,394 $31.8M 0.44% +74,027 13F-HR Timeline Trek Financial, LLC More: the full row for Trek Financial, LLC 528,982 $31.8M 2.13% +128,011 13F-HR Timeline Magnus Financial Group LLC More: the full row for Magnus Financial Group LLC 528,628 $31.7M 2.79% +21,716 13F-HR Timeline Sumitomo Mitsui Trust Group, Inc. in group Sumitomo Mitsui Trust Group, … More: the full row for Sumitomo Mitsui Trust Group, Inc. 527,983 $31.7M 0.02% -8,200 13F-HR Timeline Group NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 524,672 $31.5M 0.82% +114,739 13F-HR/A Timeline Brand Asset Management Group, Inc. More: the full row for Brand Asset Management Group, Inc. 522,550 $31.4M 11.72% +13,660 13F-HR Timeline FIRST FINANCIAL BANK - TRUST DIVISION More: the full row for FIRST FINANCIAL BANK - TRUST DIVISION 519,454 $31.2M 2.74% +7,423 13F-HR Timeline CAPE COD FIVE CENTS SAVINGS BANK More: the full row for CAPE COD FIVE CENTS SAVINGS BANK 537,923 $30.9M 2.83% 0 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 509,251 $30.6M 0.54% +276,844 13F-HR Timeline MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC in group MUTUAL OF AMERICA CAPITAL MAN… More: the full row for MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC 499,634 $30M 0.32% 0 13F-HR Timeline Group New York Life Investment Management LLC in group New York Life Investment Mana… More: the full row for New York Life Investment Management LLC 498,596 $29.9M 0.28% -250,106 13F-HR Timeline Group SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 497,074 $29.8M 1.51% +425,627 13F-HR/A Timeline EXENCIAL WEALTH ADVISORS, LLC More: the full row for EXENCIAL WEALTH ADVISORS, LLC 492,322 $29.6M 1.04% +22,278 13F-HR Timeline Foster Group, Inc. More: the full row for Foster Group, Inc. 485,032 $29.1M 1% +3,118 13F-HR Timeline Global Strategic Investment Solutions, … More: the full row for Global Strategic Investment Solutions, LLC 482,900 $29M 3.1% -46,876 13F-HR Timeline Myriad Asset Management US LP in group Myriad Asset Management Advis… More: the full row for Myriad Asset Management US LP 482,434 $29M 19.18% new 13F-HR Timeline Group Scarborough Advisors, LLC More: the full row for Scarborough Advisors, LLC 479,460 $28.8M 5.71% +285,431 13F-HR Timeline VICUS CAPITAL More: the full row for VICUS CAPITAL 477,957 $28.7M 2.38% +9,129 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 468,327 $28.1M 0.23% +87,931 13F-HR Timeline Group SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 461,354 $27.7M 1.84% -20,895 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 460,810 $27.7M 1.24% -21,409 13F-HR Timeline Group EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 459,637 $27.6M 0.18% +236,421 13F-HR Timeline Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 457,052 $27.4M 1.95% +193,498 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 453,545 $27.2M 0.21% +129,936 13F-HR Timeline Gallagher Fiduciary Advisors, LLC in group Gallagher Fiduciary Advisors,… More: the full row for Gallagher Fiduciary Advisors, LLC 437,625 $26.3M 1.02% +11,092 13F-HR Timeline Group Ironwood Wealth Management, LLC. More: the full row for Ironwood Wealth Management, LLC. 437,286 $26.3M 9.58% -91,489 13F-HR Timeline Klingman & Associates, LLC More: the full row for Klingman & Associates, LLC 436,432 $26.2M 1.44% +169,665 13F-HR Timeline C2P Capital Advisory Group, LLC d.b.a. … More: the full row for C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 430,992 $25.9M 1.69% +178,186 13F-HR/A Timeline Stonebridge Financial Group, LLC More: the full row for Stonebridge Financial Group, LLC 429,175 $25.8M 2.5% +414,905 13F-HR Timeline McKinley Carter Wealth Services, Inc. More: the full row for McKinley Carter Wealth Services, Inc. 426,320 $25.6M 1.42% -5,453 13F-HR Timeline Leverty Financial Group, LLC More: the full row for Leverty Financial Group, LLC 419,203 $25.2M 7.51% new 13F-HR Timeline Trustees of Dartmouth College More: the full row for Trustees of Dartmouth College 417,700 $25.1M 7.03% new 13F-HR Timeline Inherent Management Corp. More: the full row for Inherent Management Corp. 415,605 $24.9M 12.64% 0 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 414,174 $24.9M 0.21% +57,265 13F-HR Timeline Wellspring Financial Advisors, LLC More: the full row for Wellspring Financial Advisors, LLC 651,007 $24.8M 2.49% -12,376 13F-HR Timeline BRIDGES INVESTMENT MANAGEMENT INC More: the full row for BRIDGES INVESTMENT MANAGEMENT INC 411,850 $24.7M 0.33% -1,019 13F-HR Timeline LMCG INVESTMENTS, LLC More: the full row for LMCG INVESTMENTS, LLC 411,340 $24.7M 1.55% +153,825 13F-HR Timeline ARROWSTREET CAPITAL, LIMITED PARTNERSHIP in group ARROWSTREET CAPITAL, LIMITED … More: the full row for ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 409,125 $24.6M 0.02% +296,867 13F-HR Timeline Group BECKER CAPITAL MANAGEMENT INC More: the full row for BECKER CAPITAL MANAGEMENT INC 406,219 $24.4M 0.76% -19,087 13F-HR Timeline SPC Financial, Inc. More: the full row for SPC Financial, Inc. 403,991 $24.3M 2.03% +334,712 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 399,767 $24M 1% +173,094 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 398,736 $23.9M 0.86% -1,312,755 13F-HR Timeline LOWE BROCKENBROUGH & CO INC More: the full row for LOWE BROCKENBROUGH & CO INC 394,729 $23.7M 1.33% +9,021 13F-HR Timeline NOTTINGHAM ADVISORS, INC. More: the full row for NOTTINGHAM ADVISORS, INC. 388,272 $23.3M 3.46% -5,849 13F-HR Timeline RKL Wealth Management LLC More: the full row for RKL Wealth Management LLC 384,796 $23.1M 2.03% +50,673 13F-HR Timeline Disciplina Capital Management LLC More: the full row for Disciplina Capital Management LLC 384,465 $23.1M 2.92% +55,369 13F-HR Timeline Atria Wealth Solutions, Inc. More: the full row for Atria Wealth Solutions, Inc. 380,836 $22.9M 0.52% -13,589 13F-HR Timeline Main Management ETF Advisors, LLC group of 2 filers holding More: the full row for Main Management ETF Advisors, LLC 380,510 $22.8M -4,417 Timeline ROVIN CAPITAL /UT/ /ADV More: the full row for ROVIN CAPITAL /UT/ /ADV 379,915 $22.8M 6.91% +155,032 13F-HR Timeline Pathway Financial Advisors LLC More: the full row for Pathway Financial Advisors LLC 377,758 $22.7M 3.32% +141,878 13F-HR Timeline SteelPeak Wealth, LLC More: the full row for SteelPeak Wealth, LLC 376,279 $22.6M 0.88% +169,700 13F-HR Timeline Strategic Investment Advisors / MI More: the full row for Strategic Investment Advisors / MI 373,063 $22.4M 2.18% +41,946 13F-HR Timeline Rockbridge Investment Management, LCC More: the full row for Rockbridge Investment Management, LCC 370,972 $22.3M 2.39% +23,635 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 366,570 $22M 2.48% +5,459 13F-HR Timeline Marietta Wealth Management, LLC More: the full row for Marietta Wealth Management, LLC 366,452 $22M 2.87% +9,701 13F-HR Timeline Constellation Investments, Inc. More: the full row for Constellation Investments, Inc. 365,482 $21.9M 1.01% 0 13F-HR Timeline Auto-Owners Insurance Co in group Auto-Owners Insurance Co More: the full row for Auto-Owners Insurance Co 360,000 $21.6M 0.48% -2,978,000 13F-HR Timeline Group UMB Bank, n.a. More: the full row for UMB Bank, n.a. 359,466 $21.6M 0.34% +30,506 13F-HR/A Timeline CITIZENS & NORTHERN CORP in group CITIZENS & NORTHERN CORP More: the full row for CITIZENS & NORTHERN CORP 357,392 $21.5M 5.74% -13,845 13F-HR Timeline Group OLYMPUS WEALTH MANAGEMENT, LLC More: the full row for OLYMPUS WEALTH MANAGEMENT, LLC 354,036 $21.3M 7.14% +54,302 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 352,897 $21.2M 2.64% +26,000 13F-HR Timeline PRUDENTIAL PLC in group PRUDENTIAL PLC More: the full row for PRUDENTIAL PLC 350,778 $21.1M 0.13% +134,580 13F-HR Timeline Group Elgethun Capital Management More: the full row for Elgethun Capital Management 349,535 $21M 4.22% +11,978 13F-HR Timeline WELLINGTON MANAGEMENT GROUP LLP in group WELLINGTON MANAGEMENT GROUP L… More: the full row for WELLINGTON MANAGEMENT GROUP LLP 349,355 $21M <0.01% -16,238 13F-HR Timeline Group DE BURLO GROUP INC More: the full row for DE BURLO GROUP INC 349,200 $21M 2.76% +192,200 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 347,215 $20.8M 0.98% +28,052 13F-HR Timeline Crescent Grove Advisors, LLC More: the full row for Crescent Grove Advisors, LLC 345,793 $20.8M 2.01% +9,060 13F-HR Timeline Orgel Wealth Management, LLC More: the full row for Orgel Wealth Management, LLC 342,931 $20.6M 0.5% +4,588 13F-HR Timeline Stone House Investment Management, LLC More: the full row for Stone House Investment Management, LLC 341,294 $20.5M 3.77% +172,840 13F-HR Timeline STERLING INVESTMENT ADVISORS LLC /ADV More: the full row for STERLING INVESTMENT ADVISORS LLC /ADV 337,319 $20.3M 10.54% -850 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 334,340 $20.1M 0.4% +15,984 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 331,642 $19.9M 0.4% +7,253 13F-HR Timeline SVB WEALTH LLC More: the full row for SVB WEALTH LLC 327,570 $19.7M 1.05% -61,612 13F-HR Timeline Capital Planning Advisors, LLC More: the full row for Capital Planning Advisors, LLC 327,494 $19.7M 2.88% -77,672 13F-HR Timeline Sharkey, Howes & Javer More: the full row for Sharkey, Howes & Javer 327,098 $19.6M 2.63% +169,539 13F-HR Timeline Facet Wealth, Inc. More: the full row for Facet Wealth, Inc. 324,774 $19.6M 0.45% -11,580 13F-HR Timeline Shepherd Financial Partners LLC More: the full row for Shepherd Financial Partners LLC 321,916 $19.3M 2.04% -2,502 13F-HR Timeline St. Clair Advisors, LLC More: the full row for St. Clair Advisors, LLC 320,787 $19.3M 5.04% -14,904 13F-HR Timeline CFS Investment Advisory Services, LLC More: the full row for CFS Investment Advisory Services, LLC 320,329 $19.2M 1.57% +146,021 13F-HR Timeline DZ BANK AG Deutsche Zentral Genossensch… in group DZ BANK AG Deutsche Zentral G… More: the full row for DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 320,308 $19.2M 0.02% 0 13F-HR Timeline Group Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 318,640 $19.1M 1.82% +4,007 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 316,214 $19M 0.21% -38,370 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 314,806 $18.9M 5.34% -37,617 13F-HR Timeline Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 313,733 $18.8M 1.2% +10,554 13F-HR Timeline Rock Creek Group LLC in group Rock Creek Group LLC More: the full row for Rock Creek Group LLC 312,676 $18.8M 2.2% +78,775 13F-HR Timeline Group Blueprint Investment Partners LLC group of 2 filers holding More: the full row for Blueprint Investment Partners LLC 312,544 $18.8M -14,195 Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 310,423 $18.6M 0.36% +31,438 13F-HR Timeline Group Cabot-Wellington, LLC More: the full row for Cabot-Wellington, LLC 309,376 $18.6M 6.4% -4,257 13F-HR Timeline EQ LLC More: the full row for EQ LLC 308,403 $18.5M 7.19% +61,889 13F-HR Timeline Financial Advocates Investment Manageme… More: the full row for Financial Advocates Investment Management 308,002 $18.5M 1.51% +59,002 13F-HR Timeline Horst & Graben Wealth Management LLC More: the full row for Horst & Graben Wealth Management LLC 307,789 $18.5M 3.06% +157,683 13F-HR Timeline SENTINEL TRUST CO LBA More: the full row for SENTINEL TRUST CO LBA 307,093 $18.4M 2% -278 13F-HR Timeline Marion Wealth Management More: the full row for Marion Wealth Management 305,171 $18.3M 4.59% +6,957 13F-HR Timeline BANK OF HAWAII More: the full row for BANK OF HAWAII 305,057 $18.3M 0.97% 0 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 303,609 $18.2M 0.05% +18,081 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 301,746 $18.1M 1.1% -9,090 13F-HR Timeline WASHINGTON TRUST Co More: the full row for WASHINGTON TRUST Co 300,773 $18.1M 0.64% +1,519 13F-HR Timeline PRUDENTIAL FINANCIAL INC in group PRUDENTIAL FINANCIAL INC More: the full row for PRUDENTIAL FINANCIAL INC 300,150 $18M 0.02% +223,700 13F-HR Timeline Group JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 299,338 $18M 1.14% +420 13F-HR Timeline Towercrest Capital Management More: the full row for Towercrest Capital Management 299,232 $18M 3.21% -4,292 13F-HR Timeline Strategic Advocates LLC More: the full row for Strategic Advocates LLC 299,030 $18M 5.33% +2,307 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 299,000 $17.9M 0.44% 13F-HR Timeline High Falls Advisors, Inc More: the full row for High Falls Advisors, Inc 298,648 $17.9M 3.97% +139,096 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 298,359 $17.9M 0.29% -472 13F-HR Timeline Running Point Capital Advisors, LLC More: the full row for Running Point Capital Advisors, LLC 290,570 $17.4M 4.81% -3,116 13F-HR Timeline Midwest Trust Co More: the full row for Midwest Trust Co 288,977 $17.3M 0.24% 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 286,567 $17.2M 2.7% +132,361 13F-HR Timeline Custos Family Office, LLC More: the full row for Custos Family Office, LLC 286,210 $17.2M 5.48% -38,408 13F-HR Timeline FIDUCIENT ADVISORS LLC More: the full row for FIDUCIENT ADVISORS LLC 281,576 $16.9M 2.07% +36,707 13F-HR Timeline SCOTIA CAPITAL INC. More: the full row for SCOTIA CAPITAL INC. 279,054 $16.8M 0.08% -2,698 13F-HR Timeline Tarbox Family Office, Inc. More: the full row for Tarbox Family Office, Inc. 276,971 $16.6M 2.5% -4,726 13F-HR Timeline Glenmede Investment Management, LP More: the full row for Glenmede Investment Management, LP 276,968 $16.6M 0.08% 13F-HR Timeline Capitolis Liquid Global Markets LLC in group CAPITOLIS LIQUID GLOBAL MARKE… More: the full row for Capitolis Liquid Global Markets LLC 270,000 $16.2M 0.12% -293,700 13F-HR Timeline Group Pacific Life Fund Advisors LLC More: the full row for Pacific Life Fund Advisors LLC 269,518 $16.2M 1.73% -105,686 13F-HR Timeline WealthPlan Investment Management, LLC More: the full row for WealthPlan Investment Management, LLC 268,726 $16.1M 1.17% +7,225 13F-HR Timeline CONDOR CAPITAL MANAGEMENT More: the full row for CONDOR CAPITAL MANAGEMENT 268,184 $16.1M 1.4% -1,842 13F-HR Timeline WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 267,453 $16.1M 1.94% +73,674 13F-HR Timeline Wealthspire Retirement, LLC More: the full row for Wealthspire Retirement, LLC 265,793 $16M 1.05% -3,442 13F-HR Timeline APPLETON PARTNERS INC/MA More: the full row for APPLETON PARTNERS INC/MA 263,714 $15.8M 1.12% +2,462 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 263,939 $15.8M 0.42% +82,897 13F-HR Timeline Cascade Financial Partners, LLC More: the full row for Cascade Financial Partners, LLC 261,093 $15.7M 1.88% -11,072 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 269,687 $15.6M 0.56% -68,364 13F-HR Timeline Group Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 259,132 $15.6M 0.76% +87,246 13F-HR Timeline Arkos Global Advisors More: the full row for Arkos Global Advisors 257,234 $15.4M 2.14% +9,288 13F-HR Timeline Galvin, Gaustad & Stein, LLC More: the full row for Galvin, Gaustad & Stein, LLC 255,990 $15.4M 1.32% +6,292 13F-HR Timeline Wealthquest Corp More: the full row for Wealthquest Corp 255,113 $15.3M 1.21% +5,721 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 253,143 $15.2M 0.34% +51,613 13F-HR Timeline Oak Root LLC More: the full row for Oak Root LLC 251,809 $15.1M 1.87% -5,646 13F-HR Timeline CHILTON CAPITAL MANAGEMENT LLC More: the full row for CHILTON CAPITAL MANAGEMENT LLC 250,764 $15.1M 0.55% -2,658 13F-HR Timeline Bleakley Financial Group, LLC More: the full row for Bleakley Financial Group, LLC 247,419 $14.9M 0.38% +216,482 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 247,045 $14.8M 0.35% +19,923 13F-HR Timeline Portland Global Advisors LLC More: the full row for Portland Global Advisors LLC 246,971 $14.8M 1.75% +1,821 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 240,881 $14.8M 0.23% +3,701 13F-HR Timeline Daiwa Securities Group Inc. in group Daiwa Securities Group Inc. More: the full row for Daiwa Securities Group Inc. 246,480 $14.8M 0.05% +109,350 13F-HR Timeline Group One Wealth Advisors, LLC More: the full row for One Wealth Advisors, LLC 244,406 $14.7M 2.04% +109,657 13F-HR Timeline Meridian Wealth Partners, LLC More: the full row for Meridian Wealth Partners, LLC 244,076 $14.7M 2.12% +3,125 13F-HR Timeline Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 243,888 $14.6M 0.29% -259,210 13F-HR Timeline HENGEHOLD CAPITAL MANAGEMENT LLC More: the full row for HENGEHOLD CAPITAL MANAGEMENT LLC 243,453 $14.6M 1.33% +1,510 13F-HR Timeline Shakespeare Wealth Management, LLC More: the full row for Shakespeare Wealth Management, LLC 240,744 $14.5M 3.85% -1,602 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 240,464 $14.4M 1.61% +117,819 13F-HR Timeline Glenview Trust Co More: the full row for Glenview Trust Co 239,326 $14.4M 0.25% -59,695 13F-HR Timeline Archford Capital Strategies, LLC More: the full row for Archford Capital Strategies, LLC 238,103 $14.3M 1.83% +49,047 13F-HR Timeline Associated Banc-Corp in group Associated Banc-Corp More: the full row for Associated Banc-Corp 237,947 $14.3M 0.4% +1,634 13F-HR Timeline Group SUMITOMO MITSUI FINANCIAL GROUP, INC. group of 2 filers holding More: the full row for SUMITOMO MITSUI FINANCIAL GROUP, INC. 236,892 $14.2M -77,414 Timeline Waterloo Capital, L.P. More: the full row for Waterloo Capital, L.P. 235,101 $14.1M 1.14% -21,469 13F-HR Timeline HCR Wealth Advisors More: the full row for HCR Wealth Advisors 234,774 $14.1M 1.66% +12,066 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 234,202 $14.1M 2.54% +111,562 13F-HR Timeline Twele Capital Management, Inc. More: the full row for Twele Capital Management, Inc. 233,755 $14M 2.78% +4,752 13F-HR Timeline Neumann Capital Management, LLC More: the full row for Neumann Capital Management, LLC 232,915 $14M 4.4% -6,708 13F-HR Timeline BSW Wealth Partners More: the full row for BSW Wealth Partners 231,935 $13.9M 1.91% -675 13F-HR Timeline GUIDANCE CAPITAL, INC More: the full row for GUIDANCE CAPITAL, INC 229,043 $13.7M 3.91% +2,184 13F-HR Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 227,604 $13.7M 0.03% +906 13F-HR Timeline Stonebrook Private Inc. More: the full row for Stonebrook Private Inc. 226,811 $13.6M 3.19% +84,868 13F-HR Timeline Shelter Mutual Insurance Co group of 2 filers holding More: the full row for Shelter Mutual Insurance Co 226,016 $13.6M 0 Timeline SYNOVUS FINANCIAL CORP More: the full row for SYNOVUS FINANCIAL CORP 225,522 $13.5M 0.17% -7,083 13F-HR Timeline Opus Capital Group, LLC More: the full row for Opus Capital Group, LLC 225,469 $13.5M 1.62% -4,202 13F-HR Timeline STEPHENS GROUP ASSET MANAGEMENT, LLC in group STEPHENS GROUP ASSET MANAGEME… More: the full row for STEPHENS GROUP ASSET MANAGEMENT, LLC 225,177 $13.5M 0.97% +11,753 13F-HR Timeline Group Veery Capital, LLC More: the full row for Veery Capital, LLC 225,127 $13.5M 4.65% +9,417 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 224,893 $13.5M 0.14% +64 13F-HR Timeline Long Run Wealth Advisors, LLC More: the full row for Long Run Wealth Advisors, LLC 223,031 $13.4M 2.81% +2,702 13F-HR Timeline Keystone Financial Services More: the full row for Keystone Financial Services 222,670 $13.4M 4.55% +112,809 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 222,599 $13.4M 0.15% -21,797 13F-HR Timeline Smith & Howard Wealth Management, LLC More: the full row for Smith & Howard Wealth Management, LLC 222,556 $13.4M 3.39% +6,569 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 221,855 $13.3M 0.84% -27,195 13F-HR Timeline ACIMA PRIVATE WEALTH, LLC More: the full row for ACIMA PRIVATE WEALTH, LLC 221,436 $13.3M 4.53% -2,040 13F-HR Timeline Iowa State Bank More: the full row for Iowa State Bank 220,032 $13.2M 2.63% -1,892 13F-HR Timeline Columbia Bank More: the full row for Columbia Bank 218,863 $13.1M 4.01% +18,194 13F-HR Timeline VAUGHAN & Co SECURITIES, INC. More: the full row for VAUGHAN & Co SECURITIES, INC. 217,194 $13M 7.48% -3,685 13F-HR Timeline McGlone Suttner Wealth Management, Inc. More: the full row for McGlone Suttner Wealth Management, Inc. 213,568 $12.8M 1.94% +6,322 13F-HR Timeline PEAPACK GLADSTONE FINANCIAL CORP More: the full row for PEAPACK GLADSTONE FINANCIAL CORP 213,218 $12.8M 0.18% +7,399 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 212,956 $12.8M 0.7% +49,630 13F-HR Timeline SWMG, LLC More: the full row for SWMG, LLC 205,857 $12.6M 4.22% +96,703 13F-HR Timeline CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 209,215 $12.6M 1.37% +19,762 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 207,819 $12.5M 0.35% +11,481 13F-HR Timeline PAX Financial Group, LLC More: the full row for PAX Financial Group, LLC 207,243 $12.4M 2.38% +104,289 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 205,276 $12.4M 0.2% +35,748 13F-HR Timeline Apollon Wealth Management, LLC group of 2 filers holding More: the full row for Apollon Wealth Management, LLC 204,864 $12.3M +32,495 Timeline Columbus Macro, LLC More: the full row for Columbus Macro, LLC 204,802 $12.3M 1.5% -5,153 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 204,365 $12.3M 0.91% +5,007 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 203,865 $12.2M 0.3% +83,216 13F-HR/A Timeline Rothschild Wealth LLC More: the full row for Rothschild Wealth LLC 203,205 $12.2M 2.99% +91,911 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 201,370 $12.1M 0.43% +50,556 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 201,241 $12.1M 0.06% +8,534 13F-HR Timeline FIRST HAWAIIAN BANK in group FIRST HAWAIIAN BANK More: the full row for FIRST HAWAIIAN BANK 200,013 $12M 1.63% +539 13F-HR Timeline Group CW Advisors, LLC More: the full row for CW Advisors, LLC 199,572 $12M 0.12% +20,018 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 195,123 $11.7M 0.2% +23,572 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 190,282 $11.4M 0.15% -50,656 13F-HR Timeline FDx Advisors, Inc. More: the full row for FDx Advisors, Inc. 189,404 $11.4M 3.47% -5,563 13F-HR Timeline Cornerstone Wealth Group, LLC More: the full row for Cornerstone Wealth Group, LLC 185,014 $11.1M 0.83% +6,095 13F-HR Timeline Parkside Advisors LLC More: the full row for Parkside Advisors LLC 183,993 $11M 2.43% +5,280 13F-HR Timeline Probity Advisors, Inc. More: the full row for Probity Advisors, Inc. 182,872 $11M 1.93% +1,715 13F-HR Timeline Blue Edge Capital, LLC More: the full row for Blue Edge Capital, LLC 181,906 $10.9M 1.62% +33,441 13F-HR Timeline Triad Wealth Partners, LLC More: the full row for Triad Wealth Partners, LLC 181,271 $10.9M 2.2% +94,989 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 180,990 $10.9M 4.94% +96,924 13F-HR Timeline BARON SILVER STEVENS FINANCIAL ADVISORS… More: the full row for BARON SILVER STEVENS FINANCIAL ADVISORS, LLC 180,433 $10.8M 1.73% +5,001 13F-HR Timeline LIBERTY WEALTH MANAGEMENT LLC More: the full row for LIBERTY WEALTH MANAGEMENT LLC 180,290 $10.8M 1.7% +51,424 13F-HR Timeline Beacon Harbor Wealth Advisors, Inc. More: the full row for Beacon Harbor Wealth Advisors, Inc. 179,328 $10.8M 2.69% -19,834 13F-HR Timeline