Perpetual Ltd in group Perpetual Ltd More: the full row for Perpetual Ltd 24,985 $599K 0.01% -184 13F-HR Timeline Group BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 24,900 $597K 0.01% +3 13F-HR Timeline Group SVB WEALTH LLC More: the full row for SVB WEALTH LLC 24,815 $595K 0.02% +2,423 13F-HR Timeline SMITH CHAS P & ASSOCIATES PA CPAS in group SMITH CHAS P & ASSOCIATES PA … More: the full row for SMITH CHAS P & ASSOCIATES PA CPAS 24,783 $594K 0.03% -3,449 13F-HR Timeline Group GAMMA Investing LLC More: the full row for GAMMA Investing LLC 24,778 $594K 0.04% +6,169 13F-HR/A Timeline First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 24,687 $592K 0.02% -360 13F-HR Timeline Welch & Forbes LLC More: the full row for Welch & Forbes LLC 24,551 $589K 0.01% +206 13F-HR Timeline AUXIER ASSET MANAGEMENT LLC More: the full row for AUXIER ASSET MANAGEMENT LLC 24,381 $585K 0.09% -104 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 23,992 $575K <0.01% +4,439 13F-HR Timeline Group HORIZON KINETICS ASSET MANAGEMENT LLC More: the full row for HORIZON KINETICS ASSET MANAGEMENT LLC 23,962 $575K 0.01% +1,400 13F-HR Timeline SHELL ASSET MANAGEMENT CO More: the full row for SHELL ASSET MANAGEMENT CO 23,927 $574K 0.03% -1,679 13F-HR Timeline San Luis Wealth Advisors LLC More: the full row for San Luis Wealth Advisors LLC 23,635 $567K 0.13% new 13F-HR/A Timeline AlphaStar Capital Management, LLC More: the full row for AlphaStar Capital Management, LLC 23,586 $566K 0.06% +781 13F-HR Timeline Summit Trail Advisors, LLC More: the full row for Summit Trail Advisors, LLC 23,198 $556K 0.02% +5,547 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 22,970 $551K 0.23% -2,203 13F-HR Timeline ABN AMRO INVESTMENT SOLUTIONS in group ABN AMRO INVESTMENT SOLUTIONS More: the full row for ABN AMRO INVESTMENT SOLUTIONS 22,940 $550K 0.01% +4,350 13F-HR Timeline Group Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 22,911 $549K 0.01% -6 13F-HR Timeline Group HEALTHCARE OF ONTARIO PENSION PLAN TRUS… More: the full row for HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 22,858 $548K <0.01% +22,848 13F-HR Timeline Buttonwood Financial Advisors Inc. More: the full row for Buttonwood Financial Advisors Inc. 22,669 $544K 0.24% -20,461 13F-HR Timeline FOURPATH CAPITAL MANAGEMENT, LLC More: the full row for FOURPATH CAPITAL MANAGEMENT, LLC 22,467 $539K 0.09% -26 13F-HR Timeline Jackson Hole Capital Partners, LLC More: the full row for Jackson Hole Capital Partners, LLC 22,360 $536K 0.11% 0 13F-HR Timeline Siemens Fonds Invest GmbH More: the full row for Siemens Fonds Invest GmbH 22,105 $530K 0.04% +1,576 13F-HR Timeline Meridian Financial Partners LLC More: the full row for Meridian Financial Partners LLC 22,049 $529K 0.27% -7,169 13F-HR Timeline Catalyst Funds Management Pty Ltd More: the full row for Catalyst Funds Management Pty Ltd 22,000 $528K 0.14% new 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 21,946 $526K 0.01% +11,950 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 21,953 $526K 0.02% -1,038 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 21,790 $523K 0.01% +2,538 13F-HR Timeline GENTRY PRIVATE WEALTH, LLC More: the full row for GENTRY PRIVATE WEALTH, LLC 21,737 $521K 0.43% new 13F-HR Timeline Vident Advisory, LLC in group Vident Advisory, LLC More: the full row for Vident Advisory, LLC 21,695 $520K 0.01% new 13F-HR Timeline Group ODDO BHF ASSET MANAGEMENT SAS More: the full row for ODDO BHF ASSET MANAGEMENT SAS 21,069 $505K 0.02% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Accel Wealth Management More: the full row for Accel Wealth Management 20,897 $501K 0.18% -871 13F-HR Timeline CHELSEA COUNSEL CO More: the full row for CHELSEA COUNSEL CO 20,889 $501K 0.27% -1,116 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 20,640 $495K 0.01% +6,430 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 20,386 $489K 0.01% +5,233 13F-HR Timeline SHERBROOKE PARK ADVISERS LLC More: the full row for SHERBROOKE PARK ADVISERS LLC 20,321 $487K 0.23% new 13F-HR Timeline Copley Financial Group, Inc. More: the full row for Copley Financial Group, Inc. 19,996 $480K 0.37% -124 13F-HR/A Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 20,032 $478K 0.01% -627 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 19,931 $478K 0.03% -329 13F-HR/A Timeline Group Advisors Asset Management, Inc. More: the full row for Advisors Asset Management, Inc. 19,834 $476K 0.01% -220 13F-HR/A Timeline Brown Financial Advisors More: the full row for Brown Financial Advisors 19,774 $474K 0.2% -542 13F-HR Timeline Revisor Wealth Management LLC More: the full row for Revisor Wealth Management LLC 19,664 $472K 0.21% new 13F-HR Timeline EQUITABLE TRUST CO More: the full row for EQUITABLE TRUST CO 19,639 $471K 0.03% +2,105 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 19,474 $467K 0.09% -231 13F-HR Timeline Group Beverly Hills Private Wealth, LLC More: the full row for Beverly Hills Private Wealth, LLC 19,254 $462K 0.09% +817 13F-HR Timeline FNY Investment Advisers, LLC More: the full row for FNY Investment Advisers, LLC 19,260 $461K 0.28% -1,948 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 19,172 $460K <0.01% +2,931 13F-HR/A Timeline Group ELCO Management Co., LLC More: the full row for ELCO Management Co., LLC 18,852 $452K 0.25% -2,078 13F-HR Timeline Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 18,533 $444K 0.04% new 13F-HR Timeline Evercore Wealth Management, LLC More: the full row for Evercore Wealth Management, LLC 18,504 $444K 0.01% -952 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 18,448 $442K 0.02% new 13F-HR Timeline INTRUST BANK NA More: the full row for INTRUST BANK NA 18,315 $439K 0.04% -237 13F-HR Timeline JUNCTURE WEALTH STRATEGIES, LLC More: the full row for JUNCTURE WEALTH STRATEGIES, LLC 18,314 $439K 0.17% +1,601 13F-HR Timeline SIRIOS CAPITAL MANAGEMENT L P More: the full row for SIRIOS CAPITAL MANAGEMENT L P 18,228 $437K 0.08% -1,568 13F-HR Timeline Shay Capital LLC More: the full row for Shay Capital LLC 18,000 $432K 0.13% new 13F-HR Timeline Pathway Financial Advisers, LLC More: the full row for Pathway Financial Advisers, LLC 17,953 $431K 0.15% +5,256 13F-HR Timeline Jump Financial, LLC in group Jump Financial, LLC More: the full row for Jump Financial, LLC 17,653 $423K 0.01% -13,226 13F-HR/A Timeline Group Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 17,639 $423K 0.02% -539,007 13F-HR Timeline ROVIN CAPITAL /UT/ /ADV More: the full row for ROVIN CAPITAL /UT/ /ADV 17,491 $419K 0.13% new 13F-HR Timeline EVENTIDE ASSET MANAGEMENT, LLC More: the full row for EVENTIDE ASSET MANAGEMENT, LLC 17,655 $418K 0.01% new 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 17,416 $418K 0.03% +2,028 13F-HR Timeline Williams Jones Wealth Management, LLC. More: the full row for Williams Jones Wealth Management, LLC. 17,373 $417K 0.01% -2,153 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 17,330 $416K 0.01% -1,206 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 17,238 $413K 0.04% new 13F-HR/A Timeline OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 17,182 $412K 0.01% -5,789 13F-HR Timeline BEESE FULMER INVESTMENT MANAGEMENT, INC. More: the full row for BEESE FULMER INVESTMENT MANAGEMENT, INC. 17,156 $411K 0.04% +354 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 17,093 $410K 0.04% -788 13F-HR Timeline 49 WEALTH MANAGEMENT, LLC More: the full row for 49 WEALTH MANAGEMENT, LLC 16,976 $407K 0.05% new 13F-HR Timeline Harbor Advisors LLC More: the full row for Harbor Advisors LLC 16,951 $406K 0.07% -9,999 13F-HR Timeline STEPH & CO More: the full row for STEPH & CO 16,859 $404K 0.15% -6,121 13F-HR Timeline ASAHI LIFE ASSET MANAGEMENT CO., LTD. More: the full row for ASAHI LIFE ASSET MANAGEMENT CO., LTD. 16,840 $404K 0.26% +10 13F-HR Timeline KINTRA WEALTH, LLC More: the full row for KINTRA WEALTH, LLC 16,769 $402K 0.27% +432 13F-HR Timeline BEACON INVESTMENT ADVISORS LLC More: the full row for BEACON INVESTMENT ADVISORS LLC 16,766 $402K 0.19% -158 13F-HR Timeline Livforsakringsbolaget Skandia, Omsesidi… More: the full row for Livforsakringsbolaget Skandia, Omsesidigt 16,624 $399K 0.02% 0 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 16,476 $395K 0.02% +2,085 13F-HR Timeline Brevan Howard Capital Management LP in group Brevan Howard Capital Managem… More: the full row for Brevan Howard Capital Management LP 16,426 $394K 0.01% new 13F-HR Timeline Group Compound Planning, Inc. More: the full row for Compound Planning, Inc. 16,243 $390K 0.02% +4,513 13F-HR Timeline SCHULHOFF & CO INC More: the full row for SCHULHOFF & CO INC 16,221 $389K 0.17% -23 13F-HR Timeline Diametric Capital, LP More: the full row for Diametric Capital, LP 16,113 $386K 0.46% new 13F-HR Timeline Essex Bank in group Essex Financial Services, Inc. More: the full row for Essex Bank 16,107 $386K 0.09% -1,302 13F-HR Timeline Group INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 16,059 $385K 0.04% -1,016 13F-HR Timeline Blake Schutter Theil Wealth Advisors, L… More: the full row for Blake Schutter Theil Wealth Advisors, LLC 16,048 $385K 0.44% 0 13F-HR Timeline COOKE & BIELER LP More: the full row for COOKE & BIELER LP 15,993 $384K <0.01% -2,681,477 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 15,937 $382K 0.01% -3,312 13F-HR Timeline Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 15,875 $381K 0.01% +4,174 13F-HR Timeline Group AE Wealth Management LLC More: the full row for AE Wealth Management LLC 15,857 $380K <0.01% +2,397 13F-HR Timeline QRG CAPITAL MANAGEMENT, INC. More: the full row for QRG CAPITAL MANAGEMENT, INC. 15,832 $380K <0.01% +5,607 13F-HR Timeline Ifrah Financial Services, Inc. More: the full row for Ifrah Financial Services, Inc. 15,743 $378K 0.11% -1,425 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 15,642 $375K 0.01% -3,221 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 15,550 $373K 0.05% +407 13F-HR Timeline GRIFFIN ASSET MANAGEMENT, INC. More: the full row for GRIFFIN ASSET MANAGEMENT, INC. 15,543 $373K 0.05% -3,438 13F-HR Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 15,487 $371K <0.01% -416 13F-HR Timeline Group WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 15,454 $370K 0.01% +25 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 15,397 $369K 0.02% +13,979 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 15,278 $369K 0.01% +3,081 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 15,379 $369K 0.03% new 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 15,994 $368K 0.01% +867 13F-HR Timeline Machina Capital S.A.S. More: the full row for Machina Capital S.A.S. 15,236 $365K 0.11% new 13F-HR Timeline Scientech Research LLC More: the full row for Scientech Research LLC 15,219 $365K 0.1% new 13F-HR Timeline CHILDRESS CAPITAL ADVISORS, LLC More: the full row for CHILDRESS CAPITAL ADVISORS, LLC 15,188 $364K 0.11% -902 13F-HR Timeline BOYD WATTERSON ASSET MANAGEMENT LLC/OH More: the full row for BOYD WATTERSON ASSET MANAGEMENT LLC/OH 15,169 $364K 0.12% -5,857 13F-HR Timeline Washington Trust Bank More: the full row for Washington Trust Bank 15,094 $362K 0.04% -116 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Dalton Investments, Inc. More: the full row for Dalton Investments, Inc. 15,000 $360K 0.19% 0 13F-HR Timeline GREENLEAF TRUST More: the full row for GREENLEAF TRUST 14,962 $359K <0.01% new 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 14,914 $358K 0.01% new 13F-HR Timeline One68 Global Capital, LLC More: the full row for One68 Global Capital, LLC 14,880 $357K 0.18% -16,071 13F-HR Timeline Stratos Wealth Partners, LTD. group of 2 filers holding More: the full row for Stratos Wealth Partners, LTD. 14,857 $356K -8,067 Timeline CULBERTSON A N & CO INC More: the full row for CULBERTSON A N & CO INC 14,800 $355K 0.06% -1,700 13F-HR Timeline COMMERZBANK AKTIENGESELLSCHAFT /FI More: the full row for COMMERZBANK AKTIENGESELLSCHAFT /FI 14,759 $354K 0.01% 0 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 14,741 $353K 0.01% +197 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 14,733 $353K 0.02% -848 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 14,551 $349K 0.02% -1,669 13F-HR Timeline Port Capital LLC More: the full row for Port Capital LLC 14,457 $347K 0.02% -262 13F-HR Timeline Dakota Wealth Management More: the full row for Dakota Wealth Management 14,400 $345K 0.01% -54 13F-HR Timeline Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 14,275 $342K 0.05% +5,895 13F-HR Timeline MBB PUBLIC MARKETS I LLC More: the full row for MBB PUBLIC MARKETS I LLC 14,209 $341K 0.04% new 13F-HR/A Timeline Principle Wealth Partners LLC More: the full row for Principle Wealth Partners LLC 14,194 $340K 0.02% 0 13F-HR Timeline Keystone Financial Group More: the full row for Keystone Financial Group 14,183 $340K 0.03% +1,447 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 15,389 $340K 0.02% +2,345 13F-HR Timeline Freedom Investment Management, Inc. More: the full row for Freedom Investment Management, Inc. 14,157 $339K 0.03% -1,807 13F-HR Timeline Northstar Group, Inc. More: the full row for Northstar Group, Inc. 14,117 $339K 0.05% +336 13F-HR Timeline First County Bank /CT/ More: the full row for First County Bank /CT/ 14,059 $337K 0.19% new 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 14,053 $337K <0.01% +4,395 13F-HR Timeline LifePlan Financial, LLC More: the full row for LifePlan Financial, LLC 13,981 $335K 0.29% -222 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 13,958 $335K <0.01% +12,588 13F-HR Timeline First PREMIER Bank More: the full row for First PREMIER Bank 13,823 $332K 0.08% +2,159 13F-HR Timeline CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 13,841 $332K 0.02% +1,349 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 13,766 $330K <0.01% +3,139 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 13,669 $328K 0.01% +2,975 13F-HR/A Timeline FDx Advisors, Inc. More: the full row for FDx Advisors, Inc. 13,623 $327K 0.11% -98 13F-HR Timeline Cornell Pochily Investment Advisors, In… More: the full row for Cornell Pochily Investment Advisors, Inc. 13,564 $325K 0.11% +2,647 13F-HR Timeline ALKEME WEALTH, LLC More: the full row for ALKEME WEALTH, LLC 13,439 $322K 0.14% +718 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 13,261 $318K 0.01% +1,869 13F-HR Timeline Aviance Capital Partners, LLC More: the full row for Aviance Capital Partners, LLC 13,150 $315K 0.04% -1,329 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 13,089 $314K 0.02% -336 13F-HR Timeline Tradition Wealth Management, LLC More: the full row for Tradition Wealth Management, LLC 13,043 $313K 0.03% +93 13F-HR Timeline Columbia Bank More: the full row for Columbia Bank 12,964 $311K 0.11% +898 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 12,913 $310K 0.02% +2,100 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 12,867 $309K 0.01% +1,924 13F-HR Timeline Argentarii, LLC More: the full row for Argentarii, LLC 12,866 $309K 0.15% -2,771 13F-HR Timeline One Wealth Advisors, LLC More: the full row for One Wealth Advisors, LLC 12,847 $308K 0.05% +716 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 12,821 $307K 0.01% -632 13F-HR Timeline D L CARLSON INVESTMENT GROUP INC More: the full row for D L CARLSON INVESTMENT GROUP INC 12,814 $307K 0.06% -2,158 13F-HR Timeline Diversify Advisory Services, LLC in group Diversify Advisory Services, … More: the full row for Diversify Advisory Services, LLC 12,983 $304K 0.02% new 13F-HR Timeline Group Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 12,624 $303K 0.01% +1,095 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 12,550 $301K <0.01% -5,405 13F-HR Timeline BOSTON FAMILY OFFICE LLC More: the full row for BOSTON FAMILY OFFICE LLC 12,512 $300K 0.02% +1,109 13F-HR Timeline Sandia Investment Management LP More: the full row for Sandia Investment Management LP 12,500 $300K 0.87% -10,000 13F-HR Timeline Banco Santander, S.A. in group Banco Santander, S.A. More: the full row for Banco Santander, S.A. 12,394 $297K <0.01% +944 13F-HR Timeline Group DEROY & DEVEREAUX PRIVATE INVESTMENT CO… More: the full row for DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC 12,403 $297K 0.02% -136 13F-HR Timeline CAMDEN NATIONAL BANK More: the full row for CAMDEN NATIONAL BANK 12,344 $296K 0.04% +533 13F-HR Timeline Fayez Sarofim & Co in group Fayez Sarofim & Co More: the full row for Fayez Sarofim & Co 12,309 $295K <0.01% 0 13F-HR Timeline Group GREAT VALLEY ADVISOR GROUP, INC. in group GREAT VALLEY ADVISOR GROUP, I… More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 12,319 $295K 0.01% -197 13F-HR Timeline Group MARATHON CAPITAL MANAGEMENT More: the full row for MARATHON CAPITAL MANAGEMENT 12,277 $294K 0.08% -101,403 13F-HR Timeline REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 12,224 $293K <0.01% -506 13F-HR Timeline Group Malaga Cove Capital, LLC More: the full row for Malaga Cove Capital, LLC 12,035 $289K 0.12% +60 13F-HR Timeline PITCAIRN CO in group PITCAIRN CO More: the full row for PITCAIRN CO 11,879 $285K 0.02% new 13F-HR Timeline Group Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 11,847 $284K 0.03% -668 13F-HR Timeline IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 11,833 $284K <0.01% -1,020 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 11,794 $283K 0.08% -136 13F-HR Timeline Cornerstone Wealth Group, LLC More: the full row for Cornerstone Wealth Group, LLC 11,741 $282K 0.02% -946 13F-HR Timeline GENESIS PRIVATE WEALTH, LLC More: the full row for GENESIS PRIVATE WEALTH, LLC 11,684 $280K 0.15% -62 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 11,581 $278K -4,919 Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 11,545 $277K 0.01% +822 13F-HR Timeline Group Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 11,400 $273K 0.02% -82 13F-HR Timeline Tradewinds, LLC. More: the full row for Tradewinds, LLC. 11,366 $273K 0.08% +327 13F-HR Timeline ICONIQ Capital, LLC in group ICONIQ Capital, LLC More: the full row for ICONIQ Capital, LLC 11,350 $272K <0.01% new 13F-HR Timeline Group Hollow Brook Wealth Management LLC More: the full row for Hollow Brook Wealth Management LLC 11,240 $270K 0.08% 0 13F-HR Timeline Pinnacle Financial Partners Inc More: the full row for Pinnacle Financial Partners Inc 11,232 $269K 0.01% +194 13F-HR Timeline Good Steward Wealth Advisors,LLC More: the full row for Good Steward Wealth Advisors,LLC 11,220 $269K 0.24% 13F-HR Timeline CTC Alternative Strategies, Ltd. More: the full row for CTC Alternative Strategies, Ltd. 11,200 $269K 0.33% new 13F-HR Timeline Procyon Advisors, LLC More: the full row for Procyon Advisors, LLC 11,198 $269K 0.02% -2,574 13F-HR Timeline iA Global Asset Management Inc. More: the full row for iA Global Asset Management Inc. 11,159 $268K <0.01% +124 13F-HR Timeline SHELTON CAPITAL MANAGEMENT More: the full row for SHELTON CAPITAL MANAGEMENT 11,011 $264K 0.01% +313 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 10,984 $263K <0.01% -302 13F-HR Timeline TRUE Private Wealth Advisors More: the full row for TRUE Private Wealth Advisors 10,970 $263K 0.03% +95 13F-HR Timeline Revolve Wealth Partners, LLC More: the full row for Revolve Wealth Partners, LLC 10,941 $262K 0.04% -236 13F-HR Timeline City Center Advisors, LLC More: the full row for City Center Advisors, LLC 10,900 $261K 0.31% -1,100 13F-HR Timeline Code Waechter LLC More: the full row for Code Waechter LLC 10,894 $261K 0.21% new 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 10,880 $261K 0.03% new 13F-HR Timeline Coordinated Financial Services, Inc./CO More: the full row for Coordinated Financial Services, Inc./CO 10,879 $261K 0.2% 13F-HR Timeline Morningstar Investment Management LLC in group Morningstar Investment Manage… More: the full row for Morningstar Investment Management LLC 10,788 $259K 0.02% -1,604 13F-HR Timeline Group AXQ CAPITAL, LP More: the full row for AXQ CAPITAL, LP 10,780 $259K 0.1% new 13F-HR Timeline NEW WAVE WEALTH ADVISORS LLC More: the full row for NEW WAVE WEALTH ADVISORS LLC 10,690 $256K 0.11% -5,528 13F-HR Timeline TRANSATLANTIQUE PRIVATE WEALTH LLC More: the full row for TRANSATLANTIQUE PRIVATE WEALTH LLC 10,680 $256K 0.1% 0 13F-HR Timeline LANARK FINANCIAL, INC. 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