BBR PARTNERS, LLC More: the full row for BBR PARTNERS, LLC 40,231 $901K 0.06% -49 13F-HR Timeline Pentwater Capital Management LP More: the full row for Pentwater Capital Management LP 40,000 $896K 0.01% new 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 39,973 $895K 0.01% -4,229 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 39,445 $895K 0.08% +1,344 13F-HR Timeline Pine Valley Investments Ltd Liability Co More: the full row for Pine Valley Investments Ltd Liability Co 39,664 $888K 0.05% -2,413 13F-HR Timeline Tempus Wealth Planning, LLC More: the full row for Tempus Wealth Planning, LLC 39,067 $875K 0.22% -1,468 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 38,919 $872K 0.04% -4,506 13F-HR Timeline TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 38,786 $869K 0.1% +675 13F-HR Timeline Atlas Brown,Inc. 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Empirical Wealth Management 34,566 $774K 0.02% -594 13F-HR Timeline BOYAR ASSET MANAGEMENT INC. More: the full row for BOYAR ASSET MANAGEMENT INC. 34,534 $774K 0.51% -2,225 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 34,533 $774K 0.06% +1,741 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 34,229 $767K 0.05% -3,151 13F-HR Timeline FOREFRONT WEALTH MANAGEMENT INC. 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More: the full row for Octahedron Capital Management L.P. 32,500 $728K 0.55% -82,500 13F-HR Timeline Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 32,476 $727K 0.05% +6,731 13F-HR Timeline Harel Insurance Investments & Financial… in group Harel Insurance Investments &… More: the full row for Harel Insurance Investments & Financial Services Ltd. 32,466 $727K 0.01% +21,000 13F-HR Timeline Group FIGURE 8 INVESTMENT STRATEGIES LLC More: the full row for FIGURE 8 INVESTMENT STRATEGIES LLC 32,437 $727K 0.71% +23,484 13F-HR Timeline NCM Capital Management, LLC More: the full row for NCM Capital Management, LLC 32,410 $726K 0.3% -100 13F-HR Timeline Altus Wealth Group LLC More: the full row for Altus Wealth Group LLC 32,148 $720K 0.32% -1,378 13F-HR Timeline Columbia Asset Management More: the full row for Columbia Asset Management 32,082 $719K 0.14% -9,606 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 32,080 $719K 0.02% -6,092 13F-HR Timeline PANAGORA ASSET MANAGEMENT INC More: the full row for PANAGORA ASSET MANAGEMENT INC 32,004 $717K <0.01% -87,999 13F-HR Timeline Profit Investment Management, LLC More: the full row for Profit Investment Management, LLC 31,984 $716K 0.65% -1,354 13F-HR Timeline Krilogy Financial LLC More: the full row for Krilogy Financial LLC 31,892 $714K 0.04% +19,052 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 31,867 $714K 0.02% -2,091 13F-HR Timeline Birch Hill Investment Advisors LLC More: the full row for Birch Hill Investment Advisors LLC 31,800 $712K 0.03% 0 13F-HR Timeline Ausdal Financial Partners, Inc. 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More: the full row for Financial Engines Advisors L.L.C. 30,750 $689K <0.01% +5,406 13F-HR Timeline DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 30,664 $687K 0.06% 0 13F-HR Timeline Legend Financial Advisors, Inc. 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More Investments Ltd 30,145 $675K 0.05% +12,295 13F-HR Timeline Group DCF Advisers, LLC More: the full row for DCF Advisers, LLC 30,000 $672K 0.32% -10,000 13F-HR Timeline Hudson Portfolio Management LLC More: the full row for Hudson Portfolio Management LLC 29,946 $671K 0.63% -4,916 13F-HR Timeline Relyea Zuckerberg Hanson LLC More: the full row for Relyea Zuckerberg Hanson LLC 29,785 $667K 0.08% -2,995 13F-HR Timeline Capstone Financial Advisors, Inc. More: the full row for Capstone Financial Advisors, Inc. 29,759 $667K 0.04% -3,091 13F-HR Timeline Corton Capital Inc. More: the full row for Corton Capital Inc. 29,738 $666K 0.78% new 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 29,712 $666K 0.01% -2,899 13F-HR Timeline LOWE BROCKENBROUGH & CO INC More: the full row for LOWE BROCKENBROUGH & CO INC 29,651 $664K 0.04% +450 13F-HR Timeline SOL Capital Management CO More: the full row for SOL Capital Management CO 29,458 $660K 0.06% -33,605 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 29,364 $658K 0.06% +4,236 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 33,126 $655K 0.01% -2,991 13F-HR Timeline Hanson & Doremus Investment Management More: the full row for Hanson & Doremus Investment Management 29,126 $652K 0.09% +3,781 13F-HR Timeline Acorns Advisers, LLC More: the full row for Acorns Advisers, LLC 29,118 $652K 0.01% +6,178 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 29,052 $651K 0.03% -51 13F-HR Timeline Bedel Financial Consulting, Inc. More: the full row for Bedel Financial Consulting, Inc. 28,964 $649K 0.09% -7,446 13F-HR Timeline NORTHCAPE WEALTH MANAGEMENT, LLC More: the full row for NORTHCAPE WEALTH MANAGEMENT, LLC 28,906 $647K 0.2% -983 13F-HR Timeline CIM INVESTMENT MANAGEMENT INC More: the full row for CIM INVESTMENT MANAGEMENT INC 30,455 $646K 0.12% +15,200 13F-HR Timeline CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 28,852 $646K 0.07% -617 13F-HR Timeline Pinnacle West Asset Management, Inc. More: the full row for Pinnacle West Asset Management, Inc. 28,804 $645K 0.45% -150 13F-HR Timeline Wynn Capital, LLC More: the full row for Wynn Capital, LLC 28,731 $644K 0.34% +175 13F-HR Timeline CARRET ASSET MANAGEMENT, LLC More: the full row for CARRET ASSET MANAGEMENT, LLC 28,592 $640K 0.07% -8,396 13F-HR Timeline Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 28,590 $640K 0.1% -11,084 13F-HR Timeline Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 28,569 $640K 0.07% +117 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 32,722 $640K 0.03% -11,171 13F-HR Timeline GREENWOOD CAPITAL ASSOCIATES LLC More: the full row for GREENWOOD CAPITAL ASSOCIATES LLC 28,521 $639K 0.08% -6,641 13F-HR Timeline Badgley Phelps Wealth Managers, LLC More: the full row for Badgley Phelps Wealth Managers, LLC 28,338 $635K 0.01% +393 13F-HR Timeline KINTRA WEALTH, LLC More: the full row for KINTRA WEALTH, LLC 28,150 $631K 0.38% -1,563 13F-HR Timeline Southland Equity Partners LLC More: the full row for Southland Equity Partners LLC 28,056 $628K 0.14% -1,193 13F-HR Timeline Chesley Taft & Associates LLC More: the full row for Chesley Taft & Associates LLC 28,030 $628K 0.03% 0 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 27,869 $624K 0.01% +2,753 13F-HR Timeline TFR Capital, LLC. More: the full row for TFR Capital, LLC. 27,819 $623K 0.23% +13,136 13F-HR/A Timeline 44 WEALTH MANAGEMENT LLC More: the full row for 44 WEALTH MANAGEMENT LLC 27,758 $622K 0.22% -86 13F-HR Timeline Birchcreek Wealth Management, LLC More: the full row for Birchcreek Wealth Management, LLC 27,746 $622K 0.35% 0 13F-HR Timeline Corundum Group, Inc. More: the full row for Corundum Group, Inc. 27,578 $618K 0.27% +1,180 13F-HR Timeline Gotham Asset Management, LLC More: the full row for Gotham Asset Management, LLC 27,511 $616K <0.01% -323,539 13F-HR Timeline Alpha Family Trust in group Alpha Family Trust More: the full row for Alpha Family Trust 27,500 $616K 0.31% -180 13F-HR Timeline Group Avestar Capital, LLC More: the full row for Avestar Capital, LLC 27,435 $615K 0.04% +6,197 13F-HR Timeline RAHLFS CAPITAL, LLC More: the full row for RAHLFS CAPITAL, LLC 27,409 $614K 0.56% -1,250 13F-HR Timeline Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 27,284 $613K <0.01% new 13F-HR Timeline WADDELL & ASSOCIATES, LLC More: the full row for WADDELL & ASSOCIATES, LLC 27,378 $613K 0.07% +12,847 13F-HR Timeline Stonebridge Capital Advisors LLC More: the full row for Stonebridge Capital Advisors LLC 27,363 $613K 0.05% -1,957 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 27,347 $613K <0.01% +18,492 13F-HR Timeline Group PFG Advisors More: the full row for PFG Advisors 27,318 $612K 0.03% +2,362 13F-HR Timeline INVESTORS ASSET MANAGEMENT OF GEORGIA I… More: the full row for INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV 27,248 $610K 0.28% -26 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 27,116 $607K 0.28% 0 13F-HR Timeline Barnett & Company, Inc. More: the full row for Barnett & Company, Inc. 27,115 $607K 0.48% +9,500 13F-HR Timeline Wellington Capital Management, Inc. More: the full row for Wellington Capital Management, Inc. 27,116 $607K 0.91% 13F-HR Timeline DF DENT & CO INC More: the full row for DF DENT & CO INC 26,965 $604K 0.01% -2,075 13F-HR Timeline PHILADELPHIA TRUST CO More: the full row for PHILADELPHIA TRUST CO 26,979 $604K 0.05% -9,964 13F-HR Timeline FORBES J M & CO LLP More: the full row for FORBES J M & CO LLP 26,936 $603K 0.06% -45 13F-HR Timeline TRUSTCO BANK CORP N Y in group TRUSTCO BANK CORP N Y More: the full row for TRUSTCO BANK CORP N Y 26,872 $602K 0.59% -6,625 13F-HR Timeline Group Councilmark Asset Management, LLC More: the full row for Councilmark Asset Management, LLC 26,808 $600K 0.38% +50 13F-HR Timeline AMG National Trust Bank More: the full row for AMG National Trust Bank 26,775 $600K 0.02% +226 13F-HR Timeline GUYASUTA INVESTMENT ADVISORS INC More: the full row for GUYASUTA INVESTMENT ADVISORS INC 26,631 $597K 0.04% +2,086 13F-HR Timeline NORTHEAST INVESTMENT MANAGEMENT More: the full row for NORTHEAST INVESTMENT MANAGEMENT 26,630 $597K 0.03% -1,050 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 26,557 $595K 0.07% +1,822 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 28,805 $594K 0.03% -622 13F-HR/A Timeline RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 26,500 $594K 0.01% +554 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 26,478 $593K 0.01% -3,494 13F-HR Timeline SCHNIEDERS CAPITAL MANAGEMENT LLC More: the full row for SCHNIEDERS CAPITAL MANAGEMENT LLC 26,410 $592K 0.1% -3,787 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 26,384 $591K 0.02% -30,783 13F-HR Timeline Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 26,238 $588K 0.06% -1,194 13F-HR Timeline 4WEALTH ADVISORS, INC. More: the full row for 4WEALTH ADVISORS, INC. 26,236 $588K 0.61% -352 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 26,178 $586K 0.02% -38,723 13F-HR Timeline Group Carnegie Lake Advisors LLC More: the full row for Carnegie Lake Advisors LLC 26,148 $586K 0.23% -2,400 13F-HR Timeline Wealth Architects, LLC More: the full row for Wealth Architects, LLC 26,075 $584K 0.06% -1,394 13F-HR Timeline Numerai GP LLC More: the full row for Numerai GP LLC 26,039 $583K 0.08% -1,247 13F-HR Timeline SAPIENT CAPITAL LLC More: the full row for SAPIENT CAPITAL LLC 25,985 $582K 0.01% +1,975 13F-HR Timeline 1ST SOURCE BANK More: the full row for 1ST SOURCE BANK 25,942 $581K 0.03% -2,712 13F-HR Timeline Select Equity Group, L.P. More: the full row for Select Equity Group, L.P. 25,759 $577K <0.01% new 13F-HR Timeline WULFF, HANSEN & CO. More: the full row for WULFF, HANSEN & CO. 25,701 $576K 0.49% -2,010 13F-HR Timeline Klingman & Associates, LLC More: the full row for Klingman & Associates, LLC 25,698 $576K 0.03% +2,016 13F-HR Timeline Generali Investments, Management Co LLC More: the full row for Generali Investments, Management Co LLC 25,724 $575K 0.13% -7,670 13F-HR Timeline WHITE PINE CAPITAL LLC More: the full row for WHITE PINE CAPITAL LLC 25,677 $575K 0.18% 0 13F-HR Timeline Atlas Private Wealth Advisors More: the full row for Atlas Private Wealth Advisors 25,646 $574K 0.07% +3,749 13F-HR Timeline Alta Advisers Ltd in group Alta Advisers Ltd More: the full row for Alta Advisers Ltd 25,621 $574K 0.2% 0 13F-HR Timeline Group Cardinal Point Capital Management ULC More: the full row for Cardinal Point Capital Management ULC 25,571 $573K 0.05% +2,451 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 25,555 $572K 0.17% -5,456 13F-HR/A Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 25,503 $571K 0.08% -13 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 25,316 $567K 0.01% +13,787 13F-HR Timeline WEATHERLY ASSET MANAGEMENT L. P. More: the full row for WEATHERLY ASSET MANAGEMENT L. P. 25,303 $567K 0.05% -2,042 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 25,275 $566K 0.23% 13F-HR Timeline Boston Trust Walden Corp in group Boston Trust Walden Corp More: the full row for Boston Trust Walden Corp 25,240 $565K <0.01% -7,983 13F-HR Timeline Group Allred Capital Management, LLC More: the full row for Allred Capital Management, LLC 25,239 $565K 0.21% -101 13F-HR Timeline Lantz Financial LLC More: the full row for Lantz Financial LLC 25,234 $565K 0.14% -2,438 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 25,046 $561K 0.03% +1,420 13F-HR Timeline CARY STREET PARTNERS ASSET MANAGEMENT L… group of 2 filers holding More: the full row for CARY STREET PARTNERS ASSET MANAGEMENT LLC 25,035 $561K -5,358 Timeline Holowesko Partners Ltd. More: the full row for Holowesko Partners Ltd. 25,000 $560K 0.21% 0 13F-HR Timeline Sunflower Bank, N.A. More: the full row for Sunflower Bank, N.A. 24,939 $559K 0.14% +2,408 13F-HR Timeline Wellington Shields Capital Management, … group of 2 filers holding More: the full row for Wellington Shields Capital Management, LLC 24,922 $558K -100 Timeline Baader Bank Aktiengesellschaft More: the full row for Baader Bank Aktiengesellschaft 24,900 $558K 0.05% +3,400 13F-HR Timeline Sandhill Capital Partners LLC More: the full row for Sandhill Capital Partners LLC 24,896 $558K 0.04% 0 13F-HR Timeline Journey Advisory Group, LLC More: the full row for Journey Advisory Group, LLC 24,585 $551K 0.04% +36 13F-HR Timeline ICONIQ Capital, LLC in group ICONIQ Capital, LLC More: the full row for ICONIQ Capital, LLC 24,371 $546K 0.01% -845 13F-HR Timeline Group GUIDANCE CAPITAL, INC More: the full row for GUIDANCE CAPITAL, INC 27,941 $540K 0.15% -2,141 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 24,036 $538K 0.02% -10,451 13F-HR Timeline Group FAIRVIEW CAPITAL INVESTMENT MANAGEMENT,… More: the full row for FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC 24,014 $538K 0.03% -2,650 13F-HR Timeline Beaton Management Co. Inc. More: the full row for Beaton Management Co. Inc. 23,982 $537K 0.26% -800 13F-HR Timeline