HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 6,364 $664K 0.02% -495 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 6,556 $661K 0.03% +4,536 13F-HR Timeline SHUFRO ROSE & CO LLC More: the full row for SHUFRO ROSE & CO LLC 6,529 $659K 0.04% new 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 6,528 $659K 0.01% -5,274 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 6,526 $658K 0.01% -3,499 13F-HR Timeline SS&H Financial Advisors, Inc. More: the full row for SS&H Financial Advisors, Inc. 6,500 $656K 0.19% 0 13F-HR Timeline Comprehensive Financial Consultants Ins… More: the full row for Comprehensive Financial Consultants Institutional, Inc. 6,500 $656K 0.2% +771 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 2,484 $654K 0.04% -6 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 6,475 $653K 0.03% -7,142 13F-HR Timeline Optimist Retirement Group LLC More: the full row for Optimist Retirement Group LLC 6,458 $652K 0.3% -11,794 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 6,452 $651K 0.01% +1,071 13F-HR Timeline WBH ADVISORY INC More: the full row for WBH ADVISORY INC 6,427 $648K 0.05% +1 13F-HR Timeline Mill Capital Management, LLC More: the full row for Mill Capital Management, LLC 6,400 $646K 0.05% -663 13F-HR Timeline GRANDFIELD & DODD, LLC More: the full row for GRANDFIELD & DODD, LLC 6,398 $645K 0.04% 0 13F-HR Timeline Blueshift Asset Management, LLC More: the full row for Blueshift Asset Management, LLC 6,355 $641K 0.18% new 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 6,259 $639K 0.02% +3,573 13F-HR Timeline WILKINS INVESTMENT COUNSEL INC More: the full row for WILKINS INVESTMENT COUNSEL INC 6,335 $639K 0.09% 0 13F-HR Timeline Annex Advisory Services, LLC More: the full row for Annex Advisory Services, LLC 6,301 $636K 0.01% +3,224 13F-HR Timeline PARADIGM ASSET MANAGEMENT CO LLC More: the full row for PARADIGM ASSET MANAGEMENT CO LLC 6,300 $636K 0.15% -500 13F-HR Timeline HUSSMAN STRATEGIC ADVISORS, INC. More: the full row for HUSSMAN STRATEGIC ADVISORS, INC. 6,300 $636K 0.15% -4,200 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 6,276 $633K 0.03% -129 13F-HR Timeline Bank & Trust Co More: the full row for Bank & Trust Co 6,208 $626K 0.44% +25 13F-HR Timeline Phoenix Financial Ltd. in group Phoenix Financial Ltd. More: the full row for Phoenix Financial Ltd. 6,185 $626K 0.01% +1,576 13F-HR Timeline Group NWAM LLC More: the full row for NWAM LLC 6,142 $621K 0.03% -138 13F-HR Timeline Reynders McVeigh Capital Management, LLC More: the full row for Reynders McVeigh Capital Management, LLC 6,147 $620K 0.03% +250 13F-HR Timeline BOSTON FAMILY OFFICE LLC More: the full row for BOSTON FAMILY OFFICE LLC 6,132 $619K 0.04% -64 13F-HR Timeline MJP ASSOCIATES INC /ADV More: the full row for MJP ASSOCIATES INC /ADV 6,135 $619K 0.08% +388 13F-HR Timeline Tema ETFs LLC More: the full row for Tema ETFs LLC 6,122 $618K 0.05% +1,450 13F-HR Timeline Jaffetilchin Investment Partners, LLC More: the full row for Jaffetilchin Investment Partners, LLC 6,112 $617K 0.04% +2,092 13F-HR Timeline Kagan Cocozza Asset Management More: the full row for Kagan Cocozza Asset Management 6,091 $615K 0.44% +413 13F-HR Timeline Adalta Capital Management LLC More: the full row for Adalta Capital Management LLC 6,005 $613K 0.27% +5,000 13F-HR Timeline Woodline Partners LP More: the full row for Woodline Partners LP 6,070 $612K <0.01% new 13F-HR Timeline Telos Capital Management, Inc. More: the full row for Telos Capital Management, Inc. 6,058 $611K 0.06% -180 13F-HR Timeline Citizens Business Bank More: the full row for Citizens Business Bank 3,006 $607K 0.1% -360 13F-HR Timeline MOKAN Wealth Management Inc. More: the full row for MOKAN Wealth Management Inc. 6,005 $606K 0.27% +135 13F-HR Timeline SAPIENT CAPITAL LLC More: the full row for SAPIENT CAPITAL LLC 5,844 $602K 0.01% -1,695 13F-HR Timeline Polaris Investment Advisors, LLC More: the full row for Polaris Investment Advisors, LLC 5,963 $602K 0.43% 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 5,949 $600K 0.04% +1,973 13F-HR Timeline EXCALIBUR MANAGEMENT CORP More: the full row for EXCALIBUR MANAGEMENT CORP 5,933 $599K 0.22% -567 13F-HR Timeline 3Chopt Investment Partners, LLC More: the full row for 3Chopt Investment Partners, LLC 5,820 $594K 0.13% +15 13F-HR Timeline LVW Advisors, LLC More: the full row for LVW Advisors, LLC 5,889 $594K 0.06% -1,898 13F-HR Timeline HARBOR CAPITAL ADVISORS, INC. More: the full row for HARBOR CAPITAL ADVISORS, INC. 5,845 $590K 0.05% -8 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 5,852 $590K 0.01% -2,326 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 5,821 $587K 0.14% +2,227 13F-HR Timeline BERKSHIRE ASSET MANAGEMENT LLC/PA More: the full row for BERKSHIRE ASSET MANAGEMENT LLC/PA 5,819 $587K 0.03% -1,137 13F-HR Timeline Garner Asset Management Corp More: the full row for Garner Asset Management Corp 5,783 $583K 0.22% +474 13F-HR Timeline Retirement Planning Co of New England, … More: the full row for Retirement Planning Co of New England, Inc. 5,776 $583K 0.23% +307 13F-HR Timeline R.H. Dinel Investment Counsel, Inc. More: the full row for R.H. Dinel Investment Counsel, Inc. 5,775 $583K 0.43% -6,641 13F-HR Timeline TCV Trust & Wealth Management, Inc. More: the full row for TCV Trust & Wealth Management, Inc. 5,775 $583K 0.05% -143 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 5,696 $581K 0.01% -300 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 5,694 $578K 0.02% +260 13F-HR Timeline Cornell Pochily Investment Advisors, In… More: the full row for Cornell Pochily Investment Advisors, Inc. 5,728 $578K 0.17% 0 13F-HR Timeline SPINNAKER TRUST More: the full row for SPINNAKER TRUST 5,722 $577K 0.03% 0 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 5,718 $577K 0.02% +150 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 5,709 $576K 0.04% +728 13F-HR Timeline Busey Bank More: the full row for Busey Bank 5,690 $574K 0.02% -276 13F-HR Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 5,680 $573K 0.03% -5,932 13F-HR Timeline Brady Martz Wealth Solutions, LLC More: the full row for Brady Martz Wealth Solutions, LLC 5,675 $573K 0.1% -183 13F-HR Timeline HOWLAND CAPITAL MANAGEMENT LLC More: the full row for HOWLAND CAPITAL MANAGEMENT LLC 5,587 $571K 0.02% -34 13F-HR Timeline BANK OF HAWAII More: the full row for BANK OF HAWAII 5,653 $570K 0.03% -1,287 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 5,645 $570K 0.04% -249 13F-HR Timeline Group HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 5,635 $569K 0.02% -4,776 13F-HR Timeline Corsicana & Co. More: the full row for Corsicana & Co. 5,634 $568K 0.32% +780 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 5,629 $568K 0.02% -228 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 5,599 $565K 0.01% +511 13F-HR Timeline Group Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 5,590 $564K 0.01% +312 13F-HR Timeline Argent Trust Co More: the full row for Argent Trust Co 5,583 $563K 0.02% -1,297 13F-HR Timeline Argyle Capital Management, LLC More: the full row for Argyle Capital Management, LLC 5,583 $563K 0.19% +950 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 5,585 $563K 0.03% +430 13F-HR Timeline MARINO, STRAM & ASSOCIATES LLC More: the full row for MARINO, STRAM & ASSOCIATES LLC 5,579 $563K 0.1% -655 13F-HR Timeline Chicago Capital, LLC More: the full row for Chicago Capital, LLC 5,578 $563K 0.01% +589 13F-HR Timeline SCHNIEDERS CAPITAL MANAGEMENT, LLC. More: the full row for SCHNIEDERS CAPITAL MANAGEMENT, LLC. 5,575 $562K 0.09% -1,747 13F-HR Timeline FIRST CITIZENS BANK & TRUST CO More: the full row for FIRST CITIZENS BANK & TRUST CO 5,537 $559K 0.01% -197 13F-HR Timeline Intrua Financial, LLC More: the full row for Intrua Financial, LLC 5,527 $558K 0.06% +1,490 13F-HR Timeline NORTHEAST INVESTMENT MANAGEMENT More: the full row for NORTHEAST INVESTMENT MANAGEMENT 5,526 $557K 0.02% -141 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 5,494 $554K 0.03% +1,234 13F-HR Timeline Hartford Financial Management Inc. More: the full row for Hartford Financial Management Inc. 5,454 $550K 0.14% -1,253 13F-HR Timeline Ascentis Wealth Management, LLC group of 2 filers holding More: the full row for Ascentis Wealth Management, LLC 5,434 $548K +1,446 Timeline BAR HARBOR WEALTH MANAGEMENT in group BAR HARBOR WEALTH MANAGEMENT More: the full row for BAR HARBOR WEALTH MANAGEMENT 5,419 $547K 0.03% -888 13F-HR Timeline Group Mechanics Bank Trust Department More: the full row for Mechanics Bank Trust Department 5,416 $546K 0.07% 0 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 5,407 $545K 0.1% -31 13F-HR Timeline CIM INVESTMENT MANAGEMENT INC More: the full row for CIM INVESTMENT MANAGEMENT INC 5,394 $544K 0.14% 0 13F-HR Timeline Greenfield Savings Bank More: the full row for Greenfield Savings Bank 5,300 $535K 0.22% -138 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 5,233 $535K 0.01% -486 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 5,293 $534K 0.01% -528 13F-HR/A Timeline Wealth Quarterback LLC More: the full row for Wealth Quarterback LLC 5,285 $533K 0.19% +2,030 13F-HR Timeline BALDWIN WEALTH PARTNERS LLC/MA More: the full row for BALDWIN WEALTH PARTNERS LLC/MA 5,282 $533K 0.03% 0 13F-HR Timeline Town & Country Bank & Trust CO dba Firs… More: the full row for Town & Country Bank & Trust CO dba First Bankers Trust CO 5,280 $533K 0.18% 0 13F-HR Timeline Three Seasons Wealth, LLC More: the full row for Three Seasons Wealth, LLC 5,189 $530K 0.05% new 13F-HR Timeline Aberdeen Wealth Management LLC More: the full row for Aberdeen Wealth Management LLC 5,248 $529K 0.25% -200 13F-HR Timeline Camelot Portfolios, LLC More: the full row for Camelot Portfolios, LLC 5,244 $529K 0.33% +1,264 13F-HR Timeline TCW GROUP INC in group TCW GROUP INC More: the full row for TCW GROUP INC 5,237 $528K <0.01% new 13F-HR Timeline Group MCF Advisors LLC More: the full row for MCF Advisors LLC 5,170 $527K 0.03% +153 13F-HR Timeline Carlton Hofferkamp & Jenks Wealth Manag… More: the full row for Carlton Hofferkamp & Jenks Wealth Management, LLC 5,217 $526K 0.18% -410 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 5,192 $524K 0.02% +1,474 13F-HR Timeline PARSONS CAPITAL MANAGEMENT INC/RI More: the full row for PARSONS CAPITAL MANAGEMENT INC/RI 5,180 $523K 0.03% -145 13F-HR Timeline AlphaQuest LLC More: the full row for AlphaQuest LLC 5,177 $522K 0.03% +3,098 13F-HR Timeline Private Wealth Partners, LLC More: the full row for Private Wealth Partners, LLC 5,168 $521K 0.04% -85 13F-HR Timeline XML Financial, LLC More: the full row for XML Financial, LLC 5,154 $520K 0.04% +1,450 13F-HR Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 5,156 $518K 0.04% +1,318 13F-HR Timeline Bill Few Associates, Inc. More: the full row for Bill Few Associates, Inc. 5,112 $516K 0.13% +325 13F-HR Timeline THOMPSON SIEGEL & WALMSLEY LLC More: the full row for THOMPSON SIEGEL & WALMSLEY LLC 5,080 $513K 0.01% -180 13F-HR Timeline TIMUCUAN ASSET MANAGEMENT INC/FL More: the full row for TIMUCUAN ASSET MANAGEMENT INC/FL 5,000 $504K 0.02% new 13F-HR Timeline GSA CAPITAL PARTNERS LLP More: the full row for GSA CAPITAL PARTNERS LLP 4,998 $504K 0.04% new 13F-HR Timeline Lantz Financial LLC More: the full row for Lantz Financial LLC 4,971 $502K 0.11% +2,405 13F-HR Timeline Balyasny Asset Management L.P. in group Balyasny Asset Management More: the full row for Balyasny Asset Management L.P. 4,966 $501K <0.01% new 13F-HR Timeline Group Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 4,958 $500K 0.01% -229 13F-HR Timeline WASHINGTON TRUST Co More: the full row for WASHINGTON TRUST Co 4,953 $500K 0.02% 0 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 4,941 $498K 0.05% +4,278 13F-HR Timeline Sound Financial Strategies Group, LLC More: the full row for Sound Financial Strategies Group, LLC 4,919 $496K 0.35% -482 13F-HR Timeline AMG National Trust Bank More: the full row for AMG National Trust Bank 4,918 $496K 0.01% -6,620 13F-HR Timeline WBI INVESTMENTS, LLC in group WBI INVESTMENTS, LLC More: the full row for WBI INVESTMENTS, LLC 4,914 $496K 0.13% new 13F-HR Timeline Group Radnor Capital Management, LLC More: the full row for Radnor Capital Management, LLC 4,911 $495K 0.07% 0 13F-HR Timeline Global X Japan Co., Ltd. More: the full row for Global X Japan Co., Ltd. 4,901 $494K 0.04% +44 13F-HR Timeline Litman Gregory Wealth Management LLC More: the full row for Litman Gregory Wealth Management LLC 4,900 $494K 0.04% 0 13F-HR Timeline Financial Advisors Network, Inc. More: the full row for Financial Advisors Network, Inc. 4,891 $493K 0.07% +498 13F-HR Timeline Powers Advisory Group, LLC More: the full row for Powers Advisory Group, LLC 4,881 $492K 0.19% +217 13F-HR Timeline HUNTER ASSOCIATES INVESTMENT MANAGEMENT… More: the full row for HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC 4,845 $490K 0.07% -1,500 13F-HR Timeline PW Nova Financial Services LLC More: the full row for PW Nova Financial Services LLC 4,830 $490K 0.19% 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 4,793 $490K 0.02% +24 13F-HR Timeline Krilogy Financial LLC More: the full row for Krilogy Financial LLC 4,840 $490K 0.02% -376 13F-HR Timeline EADS & HEALD WEALTH MANAGEMENT More: the full row for EADS & HEALD WEALTH MANAGEMENT 4,846 $489K 0.24% -1,881 13F-HR Timeline MERIDIAN INVESTMENT COUNSEL INC. More: the full row for MERIDIAN INVESTMENT COUNSEL INC. 4,846 $489K 0.12% -864 13F-HR Timeline Oxbow Advisors, LLC More: the full row for Oxbow Advisors, LLC 4,815 $486K 0.04% -25,344 13F-HR Timeline Moment Partners, LLC More: the full row for Moment Partners, LLC 4,750 $485K 0.1% 0 13F-HR Timeline Wolff Financial Management LLC More: the full row for Wolff Financial Management LLC 4,787 $483K 0.11% 0 13F-HR Timeline Impact Capital Partners LLC More: the full row for Impact Capital Partners LLC 4,739 $478K 0.14% -1,166 13F-HR Timeline Outlook Wealth Advisors, LLC More: the full row for Outlook Wealth Advisors, LLC 4,735 $478K 0.11% +1,116 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 4,732 $478K 0.02% +2,282 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 4,724 $477K 0.02% +139 13F-HR Timeline CHANNEL WEALTH LLC More: the full row for CHANNEL WEALTH LLC 4,704 $475K 0.12% new 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 4,644 $474K 0.02% -16 13F-HR Timeline Group Manske Wealth Management More: the full row for Manske Wealth Management 4,648 $469K 0.14% +81 13F-HR Timeline St. Louis Trust Co More: the full row for St. Louis Trust Co 4,600 $464K 0.05% 0 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 4,595 $464K 0.01% +147 13F-HR Timeline River Wealth Advisors LLC More: the full row for River Wealth Advisors LLC 4,572 $461K 0.05% -247 13F-HR Timeline Legato Capital Management LLC More: the full row for Legato Capital Management LLC 4,567 $461K 0.04% new 13F-HR Timeline AssuredPartners Investment Advisors, LLC More: the full row for AssuredPartners Investment Advisors, LLC 4,545 $459K 0.07% +1,061 13F-HR Timeline CALTON & ASSOCIATES, INC. More: the full row for CALTON & ASSOCIATES, INC. 4,545 $459K 0.07% new 13F-HR Timeline Bedel Financial Consulting, Inc. More: the full row for Bedel Financial Consulting, Inc. 4,529 $457K 0.05% 0 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 4,515 $456K 0.02% -1,260 13F-HR Timeline Lifeworks Advisors, LLC More: the full row for Lifeworks Advisors, LLC 4,509 $455K 0.06% +676 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 4,507 $455K 0.02% +2,228 13F-HR Timeline Cyndeo Wealth Partners, LLC More: the full row for Cyndeo Wealth Partners, LLC 4,499 $454K 0.02% -386 13F-HR Timeline AlphaGrep UK Ltd More: the full row for AlphaGrep UK Ltd 4,495 $454K 0.15% 13F-HR Timeline Crescent Sterling, Ltd. More: the full row for Crescent Sterling, Ltd. 4,478 $452K 0.46% -1,003 13F-HR Timeline Perpetual Ltd in group Perpetual Ltd More: the full row for Perpetual Ltd 4,477 $452K 0.01% new 13F-HR Timeline Group NCM Capital Management, LLC More: the full row for NCM Capital Management, LLC 4,465 $450K 0.17% +2,400 13F-HR Timeline Sterneck Capital Management, LLC More: the full row for Sterneck Capital Management, LLC 4,445 $448K 0.2% new 13F-HR Timeline Acropolis Investment Management, LLC More: the full row for Acropolis Investment Management, LLC 4,444 $448K 0.02% -7,673 13F-HR Timeline Rather & Kittrell, Inc. More: the full row for Rather & Kittrell, Inc. 4,439 $448K 0.07% -10 13F-HR Timeline MONARCH CAPITAL MANAGEMENT INC More: the full row for MONARCH CAPITAL MANAGEMENT INC 4,372 $446K 0.11% 0 13F-HR Timeline MIdWestOne Financial Group, Inc. More: the full row for MIdWestOne Financial Group, Inc. 4,406 $445K 0.05% 0 13F-HR Timeline Washington Trust Bank More: the full row for Washington Trust Bank 4,396 $444K 0.03% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. PharVision Advisers, LLC More: the full row for PharVision Advisers, LLC 4,389 $443K 0.22% new 13F-HR Timeline Penobscot Investment Management Company… More: the full row for Penobscot Investment Management Company, Inc. 4,388 $443K 0.03% 0 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 4,248 $441K 0.01% -6,263 13F-HR Timeline G&S Capital LLC More: the full row for G&S Capital LLC 4,370 $441K 0.16% -6 13F-HR Timeline WHITE PINE CAPITAL LLC More: the full row for WHITE PINE CAPITAL LLC 4,365 $440K 0.12% +1,659 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 4,361 $440K 0.01% +2,424 13F-HR Timeline Core Wealth Partners LLC More: the full row for Core Wealth Partners LLC 4,352 $439K 0.2% +112 13F-HR Timeline LVM CAPITAL MANAGEMENT LTD/MI More: the full row for LVM CAPITAL MANAGEMENT LTD/MI 4,355 $439K 0.04% -366 13F-HR Timeline Kimelman & Baird, LLC More: the full row for Kimelman & Baird, LLC 4,350 $439K 0.03% 0 13F-HR Timeline BBR PARTNERS, LLC More: the full row for BBR PARTNERS, LLC 4,335 $437K 0.02% -6 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 4,332 $437K <0.01% -758 13F-HR Timeline X-Square Capital, LLC More: the full row for X-Square Capital, LLC 4,302 $434K 0.14% -883 13F-HR Timeline WESTBOURNE INVESTMENTS, INC. More: the full row for WESTBOURNE INVESTMENTS, INC. 4,300 $434K 0.2% new 13F-HR Timeline SevenBridge Financial Group, LLC More: the full row for SevenBridge Financial Group, LLC 4,273 $432K 0.07% -2,214 13F-HR Timeline Richwood Investment Advisors, LLC More: the full row for Richwood Investment Advisors, LLC 4,139 $432K 0.31% -37 13F-HR Timeline Choate Investment Advisors More: the full row for Choate Investment Advisors 4,279 $432K 0.01% -383 13F-HR Timeline Douglass Winthrop Advisors, LLC More: the full row for Douglass Winthrop Advisors, LLC 4,278 $432K 0.01% 0 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 4,255 $429K 0.01% -68 13F-HR Timeline HANCOCK WHITNEY CORP More: the full row for HANCOCK WHITNEY CORP 4,242 $428K 0.01% -1,123 13F-HR Timeline Nordwand Advisors, LLC More: the full row for Nordwand Advisors, LLC 4,220 $426K 0.07% 0 13F-HR Timeline PROFUND ADVISORS LLC More: the full row for PROFUND ADVISORS LLC 4,203 $424K 0.01% -42 13F-HR Timeline Torrey Growth & Income Advisors More: the full row for Torrey Growth & Income Advisors 4,200 $424K 0.15% +400 13F-HR Timeline PEOPLES FINANCIAL SERVICES CORP. More: the full row for PEOPLES FINANCIAL SERVICES CORP. 4,191 $423K 0.2% -800 13F-HR Timeline Farmers National Bank More: the full row for Farmers National Bank 4,190 $423K 0.09% -859 13F-HR Timeline Goldstone Financial Group, LLC More: the full row for Goldstone Financial Group, LLC 4,187 $422K 0.05% +696 13F-HR Timeline BRIDGES INVESTMENT MANAGEMENT INC More: the full row for BRIDGES INVESTMENT MANAGEMENT INC 4,149 $419K 0.01% 0 13F-HR Timeline Triangle Securities Wealth Management More: the full row for Triangle Securities Wealth Management 4,139 $418K 0.09% -2,898 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 4,131 $417K 0.02% +467 13F-HR Timeline Freestone Capital Holdings, LLC in group Freestone Capital Holdings, L… More: the full row for Freestone Capital Holdings, LLC 4,125 $416K 0.01% +52 13F-HR Timeline Group BLODGETT WEALTH ADVISORS, LLC More: the full row for BLODGETT WEALTH ADVISORS, LLC 4,112 $415K 0.29% +200 13F-HR Timeline Columbia Bank More: the full row for Columbia Bank 4,101 $414K 0.11% +158 13F-HR Timeline Cullen Capital Management, LLC More: the full row for Cullen Capital Management, LLC 4,094 $413K <0.01% -2,776 13F-HR Timeline Centennial Wealth Advisory LLC More: the full row for Centennial Wealth Advisory LLC 4,083 $412K 0.11% +224 13F-HR Timeline CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 4,083 $412K 0.01% -1,242 13F-HR Timeline INTRUST BANK NA More: the full row for INTRUST BANK NA 4,059 $410K 0.03% -909 13F-HR Timeline REXFORD CAPITAL INC More: the full row for REXFORD CAPITAL INC 4,052 $409K 0.31% +391 13F-HR Timeline McGlone Suttner Wealth Management, Inc. More: the full row for McGlone Suttner Wealth Management, Inc. 4,049 $409K 0.05% -46 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 4,037 $407K 0.01% +32 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 4,018 $405K 0.05% +161 13F-HR Timeline TRUE Private Wealth Advisors More: the full row for TRUE Private Wealth Advisors 3,992 $403K 0.04% -192 13F-HR Timeline Focused Wealth Management, Inc More: the full row for Focused Wealth Management, Inc 3,982 $402K 0.04% +4 13F-HR Timeline Marex Group Ltd in group Marex Group Ltd More: the full row for Marex Group Ltd 3,980 $402K <0.01% new 13F-HR Timeline Group Stonebridge Capital Advisors LLC More: the full row for Stonebridge Capital Advisors LLC 3,958 $399K 0.03% +26 13F-HR Timeline Curi Capital, LLC More: the full row for Curi Capital, LLC 3,903 $399K 0.01% -387 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 3,951 $399K 0.02% +45 13F-HR Timeline HALL CAPITAL MANAGEMENT CO INC More: the full row for HALL CAPITAL MANAGEMENT CO INC 3,918 $395K 0.15% -16,805 13F-HR Timeline