Violich Capital Management, Inc. More: the full row for Violich Capital Management, Inc. 30,252 $633K 0.09% -5,862 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 29,147 $622K 0.05% +1,237 13F-HR Timeline BOYAR ASSET MANAGEMENT INC. More: the full row for BOYAR ASSET MANAGEMENT INC. 29,682 $621K 0.41% +229 13F-HR Timeline CHEMUNG CANAL TRUST CO More: the full row for CHEMUNG CANAL TRUST CO 29,664 $621K 0.13% -2,978 13F-HR Timeline Meeder Advisory Services, Inc. group of 2 filers holding More: the full row for Meeder Advisory Services, Inc. 29,551 $619K +3,085 Timeline Douglas Lane & Associates, LLC More: the full row for Douglas Lane & Associates, LLC 29,287 $613K 0.01% -41,519 13F-HR Timeline OSTRUM ASSET MANAGEMENT More: the full row for OSTRUM ASSET MANAGEMENT 29,084 $609K 0.03% -831 13F-HR Timeline Joule Financial, LLC More: the full row for Joule Financial, LLC 29,075 $609K 0.2% +105 13F-HR Timeline Cohen Klingenstein LLC More: the full row for Cohen Klingenstein LLC 28,763 $602K 0.02% -201 13F-HR Timeline ALPS ADVISORS INC in group ALPS ADVISORS INC More: the full row for ALPS ADVISORS INC 28,747 $602K <0.01% -144 13F-HR Timeline Group SlateStone Wealth, LLC More: the full row for SlateStone Wealth, LLC 28,685 $600K 0.06% 0 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 28,564 $598K 0.27% 0 13F-HR Timeline Royal Capital Wealth Management, LLC More: the full row for Royal Capital Wealth Management, LLC 28,467 $596K 0.4% -364 13F-HR Timeline Empirical Finance, LLC More: the full row for Empirical Finance, LLC 28,309 $593K 0.03% +491 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 28,154 $589K <0.01% +92 13F-HR Timeline San Luis Wealth Advisors LLC More: the full row for San Luis Wealth Advisors LLC 28,161 $589K 0.13% +4,526 13F-HR Timeline Waterloo Capital, L.P. More: the full row for Waterloo Capital, L.P. 27,744 $581K 0.05% +2,237 13F-HR Timeline Itau Unibanco Holding S.A. in group Itau Unibanco Holding S.A. More: the full row for Itau Unibanco Holding S.A. 27,500 $576K 0.02% new 13F-HR Timeline Group BCK CAPITAL MANAGEMENT LP More: the full row for BCK CAPITAL MANAGEMENT LP 27,500 $576K 0.5% 0 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 27,477 $575K 0.02% -11,509 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 27,226 $570K <0.01% +1,273 13F-HR Timeline Siemens Fonds Invest GmbH More: the full row for Siemens Fonds Invest GmbH 27,205 $569K 0.03% +5,100 13F-HR Timeline NORTHEAST INVESTMENT MANAGEMENT More: the full row for NORTHEAST INVESTMENT MANAGEMENT 26,997 $565K 0.02% -14,666 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 26,907 $563K 0.01% -8,471 13F-HR Timeline SEGALL BRYANT & HAMILL, LLC More: the full row for SEGALL BRYANT & HAMILL, LLC 26,870 $562K 0.01% 0 13F-HR Timeline XML Financial, LLC More: the full row for XML Financial, LLC 26,800 $561K 0.05% -500 13F-HR Timeline Essex Financial Services, Inc. group of 2 filers holding More: the full row for Essex Financial Services, Inc. 26,416 $553K +10,309 Timeline TCW GROUP INC in group TCW GROUP INC More: the full row for TCW GROUP INC 26,253 $549K <0.01% +547 13F-HR Timeline Group Summit Global Investments in group Summit Global Investments More: the full row for Summit Global Investments 26,170 $548K 0.03% new 13F-HR Timeline Group Global X Japan Co., Ltd. More: the full row for Global X Japan Co., Ltd. 26,174 $548K 0.06% -26,299 13F-HR Timeline Humankind Investments LLC More: the full row for Humankind Investments LLC 26,160 $548K 0.13% -1,060 13F-HR Timeline Clal Insurance Enterprises Holdings Ltd in group Clal Insurance Enterprises Ho… More: the full row for Clal Insurance Enterprises Holdings Ltd 26,142 $547K 0.01% +24,515 13F-HR Timeline Group WESPAC Advisors, LLC More: the full row for WESPAC Advisors, LLC 25,985 $544K 0.38% new 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 25,919 $542K 0.03% +453 13F-HR Timeline Versor Investments LP More: the full row for Versor Investments LP 25,300 $530K 0.09% +16,300 13F-HR Timeline ABN AMRO INVESTMENT SOLUTIONS in group ABN AMRO INVESTMENT SOLUTIONS More: the full row for ABN AMRO INVESTMENT SOLUTIONS 25,295 $529K 0.01% +2,355 13F-HR Timeline Group KILEY JUERGENS WEALTH MANAGEMENT, LLC More: the full row for KILEY JUERGENS WEALTH MANAGEMENT, LLC 25,239 $528K 0.12% -321 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 25,221 $528K 0.02% +3,268 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 25,159 $527K 0.36% 0 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 24,973 $523K 0.01% +3,183 13F-HR Timeline PROFUND ADVISORS LLC More: the full row for PROFUND ADVISORS LLC 24,954 $522K 0.02% -6,687 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 24,943 $522K 0.01% +2,032 13F-HR Timeline Group BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 24,919 $522K 0.01% +19 13F-HR Timeline Group CAPSTONE INVESTMENT ADVISORS, LLC in group CAPSTONE INVESTMENT ADVISORS,… More: the full row for CAPSTONE INVESTMENT ADVISORS, LLC 24,879 $521K <0.01% new 13F-HR Timeline Group NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 24,874 $521K 0.01% -3,931 13F-HR/A Timeline Perpetual Ltd in group Perpetual Ltd More: the full row for Perpetual Ltd 24,741 $518K 0.01% -244 13F-HR Timeline Group Erste Asset Management GmbH in group Erste Asset Management GmbH More: the full row for Erste Asset Management GmbH 24,469 $511K <0.01% +24,469 13F-HR Timeline Group Callan Family Office, LLC More: the full row for Callan Family Office, LLC 24,379 $510K 0.02% new 13F-HR Timeline Welch & Forbes LLC More: the full row for Welch & Forbes LLC 24,345 $510K 0.01% -206 13F-HR Timeline AUXIER ASSET MANAGEMENT LLC More: the full row for AUXIER ASSET MANAGEMENT LLC 24,228 $507K 0.07% -153 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 24,210 $507K 0.02% new 13F-HR Timeline HORIZON KINETICS ASSET MANAGEMENT LLC More: the full row for HORIZON KINETICS ASSET MANAGEMENT LLC 23,962 $502K 0.01% 0 13F-HR Timeline Texas Yale Capital Corp. More: the full row for Texas Yale Capital Corp. 23,750 $497K 0.02% new 13F-HR Timeline PARSONS CAPITAL MANAGEMENT INC/RI More: the full row for PARSONS CAPITAL MANAGEMENT INC/RI 23,730 $497K 0.03% -3,443 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 23,555 $493K 0.04% +7,496 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 23,428 $490K <0.01% +7,571 13F-HR Timeline SHERBROOKE PARK ADVISERS LLC More: the full row for SHERBROOKE PARK ADVISERS LLC 23,093 $483K 0.21% +2,772 13F-HR Timeline Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 23,027 $482K 0.03% +4,494 13F-HR Timeline OFI INVEST ASSET MANAGEMENT More: the full row for OFI INVEST ASSET MANAGEMENT 26,979 $481K 0.01% +23,630 13F-HR Timeline VeraBank, N.A. More: the full row for VeraBank, N.A. 22,439 $470K 0.09% new 13F-HR Timeline Jackson Hole Capital Partners, LLC More: the full row for Jackson Hole Capital Partners, LLC 22,360 $468K 0.09% 0 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 22,082 $462K 0.04% +11,835 13F-HR Timeline GENTRY PRIVATE WEALTH, LLC More: the full row for GENTRY PRIVATE WEALTH, LLC 21,928 $459K 0.35% +191 13F-HR Timeline Harvest Investment Services, LLC More: the full row for Harvest Investment Services, LLC 21,905 $458K 0.1% new 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 21,894 $458K 0.18% -1,076 13F-HR Timeline FOURPATH CAPITAL MANAGEMENT, LLC More: the full row for FOURPATH CAPITAL MANAGEMENT, LLC 21,794 $456K 0.07% -673 13F-HR Timeline 49 WEALTH MANAGEMENT, LLC More: the full row for 49 WEALTH MANAGEMENT, LLC 21,756 $455K 0.05% +4,780 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 21,714 $454K 0.01% new 13F-HR Timeline Buttonwood Financial Advisors Inc. More: the full row for Buttonwood Financial Advisors Inc. 21,605 $452K 0.18% -1,064 13F-HR Timeline CHICAGO TRUST Co NA More: the full row for CHICAGO TRUST Co NA 21,591 $452K 0.06% new 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 21,165 $443K 0.01% +2,717 13F-HR Timeline Meridian Financial Partners LLC More: the full row for Meridian Financial Partners LLC 21,000 $440K 0.21% -1,049 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 20,971 $439K 0.02% -18,364 13F-HR Timeline Plan A Wealth LLC More: the full row for Plan A Wealth LLC 20,725 $434K 0.25% +10,267 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 20,722 $434K <0.01% +1,550 13F-HR/A Timeline Group ODDO BHF ASSET MANAGEMENT SAS More: the full row for ODDO BHF ASSET MANAGEMENT SAS 20,564 $430K 0.02% -505 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 20,456 $428K 0.01% -4,231 13F-HR Timeline CHELSEA COUNSEL CO More: the full row for CHELSEA COUNSEL CO 20,335 $426K 0.21% -554 13F-HR Timeline Intrua Financial, LLC More: the full row for Intrua Financial, LLC 20,316 $425K 0.06% -6,865 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 19,823 $415K 0.01% -563 13F-HR Timeline Advisors Asset Management, Inc. More: the full row for Advisors Asset Management, Inc. 19,713 $413K 0.01% -121 13F-HR/A Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 19,507 $408K 0.01% -8,542 13F-HR Timeline Brown Financial Advisors More: the full row for Brown Financial Advisors 19,480 $408K 0.16% -294 13F-HR Timeline SVB WEALTH LLC More: the full row for SVB WEALTH LLC 19,470 $408K 0.02% -5,345 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 19,268 $403K 0.02% -663 13F-HR Timeline Group Summit Trail Advisors, LLC More: the full row for Summit Trail Advisors, LLC 19,053 $399K 0.01% -4,145 13F-HR Timeline LifePlan Financial, LLC More: the full row for LifePlan Financial, LLC 18,909 $396K 0.33% +4,928 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 18,840 $395K 0.07% -634 13F-HR Timeline Group JUNCTURE WEALTH STRATEGIES, LLC More: the full row for JUNCTURE WEALTH STRATEGIES, LLC 18,716 $392K 0.14% +402 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 18,702 $391K 0.01% -1,938 13F-HR Timeline Accel Wealth Management More: the full row for Accel Wealth Management 18,509 $387K 0.13% -2,388 13F-HR Timeline Evercore Wealth Management, LLC More: the full row for Evercore Wealth Management, LLC 18,504 $387K 0.01% 0 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 18,358 $384K 0.01% +1,882 13F-HR Timeline INTRUST BANK NA More: the full row for INTRUST BANK NA 18,327 $384K 0.03% +12 13F-HR Timeline Pathway Financial Advisers, LLC More: the full row for Pathway Financial Advisers, LLC 18,321 $383K 0.12% +368 13F-HR Timeline Copley Financial Group, Inc. More: the full row for Copley Financial Group, Inc. 18,254 $382K 0.28% -1,742 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 18,238 $382K 0.02% +5,149 13F-HR Timeline SIRIOS CAPITAL MANAGEMENT L P More: the full row for SIRIOS CAPITAL MANAGEMENT L P 18,232 $382K 0.06% +4 13F-HR Timeline Revisor Wealth Management LLC More: the full row for Revisor Wealth Management LLC 18,213 $381K 0.14% -1,451 13F-HR Timeline ELCO Management Co., LLC More: the full row for ELCO Management Co., LLC 18,167 $380K 0.2% -685 13F-HR Timeline V. M. MANNING & CO., INC. More: the full row for V. M. MANNING & CO., INC. 18,190 $377K 0.42% 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 17,865 $374K 0.03% -15,649 13F-HR/A Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 17,851 $374K 0.02% -37,464 13F-HR Timeline Code Waechter LLC More: the full row for Code Waechter LLC 17,766 $372K 0.26% +6,872 13F-HR Timeline Financial Advocates Investment Manageme… More: the full row for Financial Advocates Investment Management 17,558 $367K 0.03% -21,149 13F-HR Timeline New Age Alpha Advisors, LLC More: the full row for New Age Alpha Advisors, LLC 17,326 $363K 0.02% new 13F-HR Timeline EQUITABLE TRUST CO More: the full row for EQUITABLE TRUST CO 17,285 $362K 0.02% -2,354 13F-HR Timeline Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 17,231 $361K 0.06% +2,956 13F-HR Timeline Centiva Capital, LP More: the full row for Centiva Capital, LP 17,156 $359K 0.02% new 13F-HR Timeline Atria Wealth Solutions, Inc. More: the full row for Atria Wealth Solutions, Inc. 17,106 $358K 0.01% -9,916 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 15,642 $357K 0.01% -352 13F-HR Timeline Harbor Advisors LLC More: the full row for Harbor Advisors LLC 16,951 $355K 0.06% 0 13F-HR Timeline REXFORD CAPITAL INC More: the full row for REXFORD CAPITAL INC 16,884 $353K 0.29% 13F-HR Timeline STEPH & CO More: the full row for STEPH & CO 16,684 $349K 0.11% -175 13F-HR Timeline BEACON INVESTMENT ADVISORS LLC More: the full row for BEACON INVESTMENT ADVISORS LLC 16,650 $348K 0.15% -116 13F-HR Timeline Livforsakringsbolaget Skandia, Omsesidi… More: the full row for Livforsakringsbolaget Skandia, Omsesidigt 16,624 $348K 0.02% 0 13F-HR/A Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 16,605 $348K 0.03% -633 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 16,545 $347K 0.01% +1,267 13F-HR Timeline LEVIN CAPITAL STRATEGIES, L.P. More: the full row for LEVIN CAPITAL STRATEGIES, L.P. 16,509 $346K 0.03% new 13F-HR Timeline MASTER'S WEALTH MANAGEMENT INC. More: the full row for MASTER'S WEALTH MANAGEMENT INC. 16,467 $345K 0.16% new 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 16,460 $345K 0.02% -956 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 16,429 $344K 0.01% +1,688 13F-HR/A Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 16,325 $342K <0.01% +871 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 16,301 $341K <0.01% -1,029 13F-HR Timeline Williams Jones Wealth Management, LLC. More: the full row for Williams Jones Wealth Management, LLC. 16,246 $340K <0.01% -1,127 13F-HR Timeline Wealth Advisory Solutions, LLC More: the full row for Wealth Advisory Solutions, LLC 16,239 $340K 0.09% new 13F-HR Timeline AlphaStar Capital Management, LLC More: the full row for AlphaStar Capital Management, LLC 16,206 $339K 0.02% -7,380 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 16,199 $339K 0.01% +3,575 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 16,185 $339K 0.01% -58 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 16,131 $338K 0.01% +194 13F-HR Timeline SCHULHOFF & CO INC More: the full row for SCHULHOFF & CO INC 16,021 $335K 0.15% -200 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 16,005 $335K 0.02% -8,778 13F-HR Timeline Group EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 15,993 $335K 0.01% +351 13F-HR Timeline BEESE FULMER INVESTMENT MANAGEMENT, INC. More: the full row for BEESE FULMER INVESTMENT MANAGEMENT, INC. 15,782 $330K 0.02% -1,374 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 15,712 $329K 0.01% 13F-HR Timeline Beverly Hills Private Wealth, LLC More: the full row for Beverly Hills Private Wealth, LLC 15,675 $328K 0.06% -3,579 13F-HR Timeline Ifrah Financial Services, Inc. More: the full row for Ifrah Financial Services, Inc. 15,612 $327K 0.09% -131 13F-HR Timeline KINTRA WEALTH, LLC More: the full row for KINTRA WEALTH, LLC 15,494 $324K 0.2% -1,275 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 15,488 $324K 0.01% +574 13F-HR Timeline Keystone Financial Group More: the full row for Keystone Financial Group 15,181 $318K 0.03% +998 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 15,057 $315K 0.02% -322 13F-HR Timeline Columbia Bank More: the full row for Columbia Bank 15,215 $315K 0.1% +2,251 13F-HR Timeline Dalton Investments, Inc. More: the full row for Dalton Investments, Inc. 15,000 $314K 0.17% 0 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 14,812 $310K 0.01% new 13F-HR Timeline Voleon Capital Management LP More: the full row for Voleon Capital Management LP 14,781 $309K 0.02% new 13F-HR Timeline COMMERZBANK AKTIENGESELLSCHAFT /FI More: the full row for COMMERZBANK AKTIENGESELLSCHAFT /FI 14,759 $309K 0.01% 0 13F-HR Timeline INCEPTIONR LLC More: the full row for INCEPTIONR LLC 14,751 $309K 0.07% new 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 13,675 $306K 0.01% -1,058 13F-HR Timeline Aviance Capital Partners, LLC More: the full row for Aviance Capital Partners, LLC 14,566 $305K 0.04% +1,416 13F-HR Timeline CHILDRESS CAPITAL ADVISORS, LLC More: the full row for CHILDRESS CAPITAL ADVISORS, LLC 14,541 $304K 0.08% -647 13F-HR Timeline Port Capital LLC More: the full row for Port Capital LLC 14,457 $303K 0.01% 0 13F-HR Timeline ONTARIO TEACHERS PENSION PLAN BOARD in group ONTARIO TEACHERS PENSION PLAN… More: the full row for ONTARIO TEACHERS PENSION PLAN BOARD 14,466 $303K 0.01% new 13F-HR/A Timeline Group Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 14,439 $302K 0.01% new 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 14,416 $302K 0.02% +1,503 13F-HR Timeline CULBERTSON A N & CO INC More: the full row for CULBERTSON A N & CO INC 14,400 $301K 0.05% -400 13F-HR Timeline MQS Management LLC More: the full row for MQS Management LLC 14,396 $301K 0.17% new 13F-HR Timeline Washington Trust Bank More: the full row for Washington Trust Bank 14,393 $301K 0.03% -701 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. BCS Private Wealth Management, Inc. More: the full row for BCS Private Wealth Management, Inc. 14,275 $299K 0.11% 13F-HR Timeline BOYD WATTERSON ASSET MANAGEMENT LLC/OH More: the full row for BOYD WATTERSON ASSET MANAGEMENT LLC/OH 14,243 $298K 0.09% -926 13F-HR Timeline Principle Wealth Partners LLC More: the full row for Principle Wealth Partners LLC 14,194 $297K 0.02% 0 13F-HR Timeline CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 14,134 $296K 0.01% +293 13F-HR Timeline ROVIN CAPITAL /UT/ /ADV More: the full row for ROVIN CAPITAL /UT/ /ADV 14,051 $294K 0.09% -3,440 13F-HR Timeline BOSTON FAMILY OFFICE LLC More: the full row for BOSTON FAMILY OFFICE LLC 14,040 $294K 0.02% +1,528 13F-HR Timeline GENESIS PRIVATE WEALTH, LLC More: the full row for GENESIS PRIVATE WEALTH, LLC 14,021 $293K 0.14% +2,337 13F-HR Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 14,006 $293K <0.01% -851 13F-HR Timeline Group Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 13,948 $292K 0.01% -1,927 13F-HR Timeline Group Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 13,851 $290K <0.01% -202 13F-HR Timeline First PREMIER Bank More: the full row for First PREMIER Bank 13,823 $289K 0.07% 0 13F-HR Timeline Q3 Asset Management More: the full row for Q3 Asset Management 13,593 $284K 0.1% new 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 13,518 $283K 0.2% +13,516 13F-HR Timeline Global Endowment Management, LP in group Global Endowment Management, … More: the full row for Global Endowment Management, LP 13,491 $282K 0.04% +3,392 13F-HR Timeline Group ALKEME WEALTH, LLC More: the full row for ALKEME WEALTH, LLC 13,447 $281K 0.13% +8 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 13,124 $272K 0.01% -2,265 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 12,957 $271K 0.03% +2,077 13F-HR Timeline FDx Advisors, Inc. More: the full row for FDx Advisors, Inc. 12,966 $271K 0.08% -657 13F-HR Timeline Keeler Thomas Management LLC More: the full row for Keeler Thomas Management LLC 12,812 $268K 0.12% -91,481 13F-HR Timeline PEAK6 LLC in group PEAK6 LLC More: the full row for PEAK6 LLC 12,759 $267K 0.01% +5,823 13F-HR/A Timeline Group Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 12,735 $267K 0.01% -934 13F-HR/A Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 12,729 $266K <0.01% -92 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 12,648 $265K 0.02% -4,445 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 12,636 $264K 0.02% +1,236 13F-HR Timeline Wellspring Financial Advisors, LLC More: the full row for Wellspring Financial Advisors, LLC 12,635 $264K 0.03% new 13F-HR Timeline WEST MICHIGAN ADVISORS, LLC More: the full row for WEST MICHIGAN ADVISORS, LLC 12,597 $264K 0.07% new 13F-HR Timeline Morningstar Investment Management LLC in group Morningstar Investment Manage… More: the full row for Morningstar Investment Management LLC 12,571 $263K 0.02% +1,783 13F-HR Timeline Group Howard Capital Management, LLC More: the full row for Howard Capital Management, LLC 12,543 $263K <0.01% +2,404 13F-HR Timeline Northstar Group, Inc. More: the full row for Northstar Group, Inc. 12,499 $262K 0.04% -1,618 13F-HR Timeline D L CARLSON INVESTMENT GROUP INC More: the full row for D L CARLSON INVESTMENT GROUP INC 12,481 $261K 0.05% -333 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 12,415 $260K 0.01% -452 13F-HR Timeline Banco Santander, S.A. in group Banco Santander, S.A. More: the full row for Banco Santander, S.A. 12,394 $259K <0.01% 0 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. Malaga Cove Capital, LLC More: the full row for Malaga Cove Capital, LLC 12,335 $258K 0.1% +300 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 12,320 $258K <0.01% -1,446 13F-HR Timeline Fayez Sarofim & Co in group Fayez Sarofim & Co More: the full row for Fayez Sarofim & Co 12,309 $258K <0.01% 0 13F-HR Timeline Group Campbell & CO Investment Adviser LLC More: the full row for Campbell & CO Investment Adviser LLC 12,159 $254K 0.02% new 13F-HR Timeline Clarius Group, LLC More: the full row for Clarius Group, LLC 12,158 $254K 0.01% +3,090 13F-HR Timeline AlphaQuest LLC More: the full row for AlphaQuest LLC 12,086 $253K 0.02% +8,872 13F-HR Timeline Cornerstone Wealth Group, LLC More: the full row for Cornerstone Wealth Group, LLC 12,065 $253K 0.02% +324 13F-HR Timeline REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 12,025 $252K <0.01% -199 13F-HR Timeline Group Ellevest, Inc. More: the full row for Ellevest, Inc. 12,008 $251K 0.04% new 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 11,977 $251K 0.02% +5,158 13F-HR Timeline GREAT VALLEY ADVISOR GROUP, INC. in group GREAT VALLEY ADVISOR GROUP, I… More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 11,993 $251K 0.01% -326 13F-HR Timeline Group