Blue Trust, Inc. More: the full row for Blue Trust, Inc. 5,768 $2.99M 0.03% -92 13F-HR Timeline Williams Jones Wealth Management, LLC. More: the full row for Williams Jones Wealth Management, LLC. 5,752 $2.98M 0.03% +1,113 13F-HR Timeline Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 5,720 $2.97M 0.17% +118 13F-HR Timeline BOOTHBAY FUND MANAGEMENT, LLC More: the full row for BOOTHBAY FUND MANAGEMENT, LLC 5,674 $2.94M 0.05% -18,077 13F-HR Timeline ALKEME WEALTH, LLC More: the full row for ALKEME WEALTH, LLC 5,661 $2.94M 1.12% -24 13F-HR Timeline ARGONAUTICA PRIVATE WEALTH MANAGEMENT, … More: the full row for ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC 5,655 $2.93M 0.72% -26 13F-HR Timeline Generali Investments, Management Co LLC More: the full row for Generali Investments, Management Co LLC 5,648 $2.93M 0.64% new 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 5,626 $2.92M 0.13% -6 13F-HR Timeline CX Institutional More: the full row for CX Institutional 5,573 $2.89M 0.08% +161 13F-HR Timeline Maridea Wealth Management LLC More: the full row for Maridea Wealth Management LLC 5,569 $2.89M 0.31% +156 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 5,495 $2.85M 0.02% -1,664 13F-HR Timeline River Wealth Advisors LLC More: the full row for River Wealth Advisors LLC 5,445 $2.83M 0.3% -67 13F-HR/A Timeline Pictet North America Advisors SA More: the full row for Pictet North America Advisors SA 5,435 $2.82M 0.25% -228 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 5,372 $2.79M 0.1% +245 13F-HR Timeline EDENTREE ASSET MANAGEMENT Ltd More: the full row for EDENTREE ASSET MANAGEMENT Ltd 5,368 $2.79M 0.85% +1,091 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 5,342 $2.77M 0.05% +2,816 13F-HR Timeline Confluence Wealth Services, Inc. More: the full row for Confluence Wealth Services, Inc. 5,329 $2.77M 0.08% +2,188 13F-HR Timeline Iowa State Bank More: the full row for Iowa State Bank 5,328 $2.76M 0.46% +55 13F-HR Timeline Ninepoint Partners LP More: the full row for Ninepoint Partners LP 5,311 $2.76M 0.25% +4,819 13F-HR Timeline Portfolio Design Labs, LLC More: the full row for Portfolio Design Labs, LLC 5,309 $2.76M 0.45% +62 13F-HR Timeline Wealth Enhancement Trust Services, Inc. More: the full row for Wealth Enhancement Trust Services, Inc. 5,285 $2.74M 0.3% -431 13F-HR/A Timeline SIH Partners, LLLP in group SIH Partners, LLLP More: the full row for SIH Partners, LLLP 5,279 $2.74M 0.11% new 13F-HR Timeline Group BKM Wealth Management, LLC More: the full row for BKM Wealth Management, LLC 5,162 $2.68M 0.95% -609 13F-HR Timeline 71 West Capital Partners More: the full row for 71 West Capital Partners 5,135 $2.66M 0.09% +1,560 13F-HR Timeline Ledyard National Bank More: the full row for Ledyard National Bank 5,127 $2.66M 0.21% -35 13F-HR Timeline Aware Super Pty Ltd as trustee of Aware… More: the full row for Aware Super Pty Ltd as trustee of Aware Super 5,104 $2.65M 0.04% -9,946 13F-HR Timeline RENAISSANCE TECHNOLOGIES LLC More: the full row for RENAISSANCE TECHNOLOGIES LLC 5,100 $2.65M <0.01% -624,720 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 5,093 $2.64M 0.14% +178 13F-HR Timeline Triangle Securities Wealth Management More: the full row for Triangle Securities Wealth Management 5,091 $2.64M 0.52% -72 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. WoodTrust Financial Corp in group WoodTrust Financial Corp More: the full row for WoodTrust Financial Corp 5,054 $2.62M 0.31% +9 13F-HR Timeline Group HIGHLAND CAPITAL MANAGEMENT, LLC More: the full row for HIGHLAND CAPITAL MANAGEMENT, LLC 5,035 $2.61M 0.12% 0 13F-HR Timeline ROBERTS GLORE & CO INC /IL/ More: the full row for ROBERTS GLORE & CO INC /IL/ 5,026 $2.61M 0.64% 0 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 4,999 $2.59M 0.04% +573 13F-HR Timeline HARTLINE INVESTMENT CORP/ More: the full row for HARTLINE INVESTMENT CORP/ 4,988 $2.59M 0.23% 0 13F-HR Timeline DeDora Capital, Inc. More: the full row for DeDora Capital, Inc. 4,984 $2.59M 0.56% -46 13F-HR Timeline SlateStone Wealth, LLC More: the full row for SlateStone Wealth, LLC 4,954 $2.57M 0.2% +44 13F-HR Timeline Westerkirk Capital Inc. More: the full row for Westerkirk Capital Inc. 4,947 $2.57M 0.25% +600 13F-HR Timeline Lantz Financial LLC More: the full row for Lantz Financial LLC 4,916 $2.55M 0.47% -2 13F-HR Timeline Dakota Wealth Management More: the full row for Dakota Wealth Management 4,914 $2.55M 0.05% +24 13F-HR Timeline Live Oak Private Wealth LLC More: the full row for Live Oak Private Wealth LLC 4,849 $2.52M 0.31% -569 13F-HR Timeline MITCHELL MCLEOD PUGH & WILLIAMS INC More: the full row for MITCHELL MCLEOD PUGH & WILLIAMS INC 4,848 $2.52M 0.31% +804 13F-HR Timeline MOSAIC FAMILY WEALTH PARTNERS, LLC More: the full row for MOSAIC FAMILY WEALTH PARTNERS, LLC 4,829 $2.51M 0.17% +4,064 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 4,725 $2.5M 0.07% +469 13F-HR Timeline Perpetual Ltd in group Perpetual Ltd More: the full row for Perpetual Ltd 4,789 $2.49M 0.04% -347 13F-HR Timeline Group Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 4,767 $2.47M 0.15% +1,176 13F-HR Timeline TigerOak Management, L.L.C. More: the full row for TigerOak Management, L.L.C. 4,756 $2.47M 0.69% -47 13F-HR Timeline FIGURE 8 INVESTMENT STRATEGIES LLC More: the full row for FIGURE 8 INVESTMENT STRATEGIES LLC 4,748 $2.46M 2.08% +15 13F-HR Timeline Spectrum Asset Management, Inc. (NB/CA) More: the full row for Spectrum Asset Management, Inc. (NB/CA) 4,717 $2.45M 0.68% -15 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 4,680 $2.43M 0.12% -42 13F-HR Timeline Essex LLC More: the full row for Essex LLC 4,642 $2.41M 0.37% -707 13F-HR Timeline Schear Investment Advisers, LLC More: the full row for Schear Investment Advisers, LLC 4,641 $2.41M 0.81% +237 13F-HR Timeline LMR Partners LLP in group LMR Partners LLP More: the full row for LMR Partners LLP 4,625 $2.4M 0.02% -9,820 13F-HR Timeline Group Trueblood Wealth Management, LLC More: the full row for Trueblood Wealth Management, LLC 4,610 $2.39M 0.84% +123 13F-HR Timeline Metatron Capital SICAV plc - Metatron L… More: the full row for Metatron Capital SICAV plc - Metatron Long Term Equity Fund 4,600 $2.39M 1.17% 13F-HR Timeline Sargent Investment Group, LLC More: the full row for Sargent Investment Group, LLC 4,585 $2.38M 0.29% +6 13F-HR Timeline Emerald Investment Advisers, LLC in group EMERALD ADVISERS, LLC More: the full row for Emerald Investment Advisers, LLC 4,563 $2.37M 0.16% +2,194 13F-HR Timeline Group Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 4,548 $2.36M 0.07% +3,882 13F-HR Timeline Group Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 4,538 $2.35M 0.24% -3,924 13F-HR Timeline Convergence Financial, LLC More: the full row for Convergence Financial, LLC 4,530 $2.35M 0.19% +2,156 13F-HR Timeline KIRTLAND HILLS CAPITAL MANAGEMENT, LLC More: the full row for KIRTLAND HILLS CAPITAL MANAGEMENT, LLC 4,512 $2.34M 0.67% +182 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 4,454 $2.31M 0.12% +221 13F-HR Timeline Annex Advisory Services, LLC More: the full row for Annex Advisory Services, LLC 4,436 $2.3M 0.04% -1,136 13F-HR Timeline Essex Financial Services, Inc. group of 2 filers holding More: the full row for Essex Financial Services, Inc. 4,418 $2.29M +45 Timeline Trek Financial, LLC More: the full row for Trek Financial, LLC 4,405 $2.29M 0.11% -120 13F-HR Timeline GKV Capital Management Co., Inc. More: the full row for GKV Capital Management Co., Inc. 4,374 $2.27M 0.73% +515 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 4,369 $2.27M 0.04% -1,795 13F-HR Timeline Avantax Planning Partners, Inc. More: the full row for Avantax Planning Partners, Inc. 4,369 $2.27M 0.06% -1 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 4,359 $2.26M 0.03% +164 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 4,356 $2.26M 0.05% -15 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 4,338 $2.25M 0.07% -119 13F-HR Timeline Nicholson Wealth Management Group, LLC More: the full row for Nicholson Wealth Management Group, LLC 4,322 $2.24M 1.33% -120 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 4,320 $2.24M 0.04% +18 13F-HR Timeline EFG International AG in group EFG International AG More: the full row for EFG International AG 4,318 $2.24M 0.04% +3,959 13F-HR Timeline Group CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 4,306 $2.23M 0.29% -166 13F-HR Timeline Group LEDERER & ASSOCIATES INVESTMENT COUNSEL… More: the full row for LEDERER & ASSOCIATES INVESTMENT COUNSEL/CA 4,285 $2.22M 1.46% -65 13F-HR Timeline Avestar Capital, LLC More: the full row for Avestar Capital, LLC 4,279 $2.22M 0.13% -155 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 4,257 $2.21M 0.02% +98 13F-HR Timeline NICOLET BANKSHARES INC in group NICOLET BANKSHARES INC More: the full row for NICOLET BANKSHARES INC 4,182 $2.2M 0.07% +1,677 13F-HR Timeline Group Empirical Financial Services, LLC d.b.a… More: the full row for Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 4,231 $2.2M 0.03% +366 13F-HR Timeline FOURPATH CAPITAL MANAGEMENT, LLC More: the full row for FOURPATH CAPITAL MANAGEMENT, LLC 4,223 $2.19M 0.29% -30 13F-HR Timeline RD Lewis Holdings, Inc. More: the full row for RD Lewis Holdings, Inc. 4,441 $2.19M 1.63% +628 13F-HR Timeline Twin Tree Management, LP More: the full row for Twin Tree Management, LP 4,212 $2.19M 0.34% +2,659 13F-HR Timeline Y-Intercept (Hong Kong) Ltd More: the full row for Y-Intercept (Hong Kong) Ltd 4,201 $2.18M 0.04% new 13F-HR Timeline Souders Financial Advisors More: the full row for Souders Financial Advisors 4,176 $2.17M 0.22% -128 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 4,175 $2.17M 0.07% -1,197 13F-HR Timeline Group Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 4,128 $2.14M 0.01% -51 13F-HR Timeline Trivium Point Advisory, LLC More: the full row for Trivium Point Advisory, LLC 4,125 $2.14M 0.19% -17 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 4,093 $2.14M 0.09% -32 13F-HR Timeline MERIDIAN INVESTMENT COUNSEL INC. More: the full row for MERIDIAN INVESTMENT COUNSEL INC. 4,110 $2.13M 0.46% -70 13F-HR Timeline Trium Capital LLP More: the full row for Trium Capital LLP 4,066 $2.11M 1.33% +630 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 4,055 $2.1M 0.06% +146 13F-HR Timeline Concord Wealth Partners group of 2 filers holding More: the full row for Concord Wealth Partners 4,047 $2.1M +104 Timeline Avanda Investment Management Pte. Ltd. More: the full row for Avanda Investment Management Pte. Ltd. 4,000 $2.08M 2.8% 0 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 4,091 $2.07M 0.04% -1,145 13F-HR Timeline GREAT VALLEY ADVISOR GROUP, INC. More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 3,983 $2.07M 0.03% -29 13F-HR Timeline Birch Hill Investment Advisors LLC More: the full row for Birch Hill Investment Advisors LLC 3,965 $2.06M 0.08% -695 13F-HR Timeline Kesler, Norman & Wride, LLC More: the full row for Kesler, Norman & Wride, LLC 3,963 $2.06M 0.33% -553 13F-HR Timeline Hardy Reed LLC More: the full row for Hardy Reed LLC 3,928 $2.04M 0.13% +141 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 3,921 $2.03M 0.37% +2,078 13F-HR Timeline Whitener Capital Management, Inc. More: the full row for Whitener Capital Management, Inc. 3,918 $2.03M 0.43% -166 13F-HR Timeline Qtron Investments LLC More: the full row for Qtron Investments LLC 3,911 $2.03M 0.27% +226 13F-HR Timeline ANB BANK More: the full row for ANB BANK 3,910 $2.03M 0.76% -110 13F-HR Timeline Harding Loevner LP More: the full row for Harding Loevner LP 4,069 $2.02M 0.02% -1,433 13F-HR Timeline Miller Capital Partners, Inc. More: the full row for Miller Capital Partners, Inc. 3,883 $2.02M 0.79% 0 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 3,882 $2.01M 0.03% +804 13F-HR Timeline Polymer Capital Management (HK) LTD More: the full row for Polymer Capital Management (HK) LTD 3,876 $2.01M 0.2% +836 13F-HR Timeline BRIDGEWAY CAPITAL MANAGEMENT, LLC More: the full row for BRIDGEWAY CAPITAL MANAGEMENT, LLC 3,860 $2M 0.04% 0 13F-HR Timeline D L CARLSON INVESTMENT GROUP INC More: the full row for D L CARLSON INVESTMENT GROUP INC 3,840 $1.99M 0.32% -111 13F-HR Timeline Cercano Management LLC More: the full row for Cercano Management LLC 3,834 $1.99M 0.27% -32,589 13F-HR/A Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 3,830 $1.99M 0.12% -3,325 13F-HR Timeline SITTNER & NELSON, LLC More: the full row for SITTNER & NELSON, LLC 3,826 $1.99M 0.62% +6 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 3,822 $1.98M 0.16% -86 13F-HR Timeline BLUE JEAN FINANCIAL LLC More: the full row for BLUE JEAN FINANCIAL LLC 3,819 $1.98M 1.38% new 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 3,809 $1.98M 0.17% -119 13F-HR Timeline FIDUCIARY FAMILY OFFICE, LLC More: the full row for FIDUCIARY FAMILY OFFICE, LLC 3,758 $1.95M 0.49% +320 13F-HR Timeline Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 3,755 $1.95M 0.09% +14 13F-HR Timeline RFG - Bristol Wealth Advisors, LLC More: the full row for RFG - Bristol Wealth Advisors, LLC 3,737 $1.94M 0.47% +3 13F-HR Timeline SUMITOMO LIFE INSURANCE CO More: the full row for SUMITOMO LIFE INSURANCE CO 3,736 $1.94M 0.03% -223 13F-HR Timeline Haverford Financial Services, Inc. More: the full row for Haverford Financial Services, Inc. 3,719 $1.93M 0.57% -17 13F-HR Timeline TritonPoint Partners, LLC group of 2 filers holding More: the full row for TritonPoint Partners, LLC 3,693 $1.92M -2,025 Timeline MOODY NATIONAL BANK TRUST DIVISION in group MOODY NATIONAL BANK TRUST DIV… More: the full row for MOODY NATIONAL BANK TRUST DIVISION 3,689 $1.91M 0.16% +35 13F-HR Timeline Group LOCKHEED MARTIN INVESTMENT MANAGEMENT CO More: the full row for LOCKHEED MARTIN INVESTMENT MANAGEMENT CO 3,650 $1.89M 0.07% 0 13F-HR Timeline HBW ADVISORY SERVICES LLC More: the full row for HBW ADVISORY SERVICES LLC 3,647 $1.89M 0.17% +464 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 3,638 $1.89M 0.09% -193 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 3,636 $1.89M 0.03% +18 13F-HR Timeline Turtle Creek Wealth Advisors, LLC More: the full row for Turtle Creek Wealth Advisors, LLC 3,635 $1.89M 0.1% +203 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 3,577 $1.85M 0.08% +33 13F-HR Timeline CANANDAIGUA NATIONAL BANK & TRUST CO in group CANANDAIGUA NATIONAL BANK & T… More: the full row for CANANDAIGUA NATIONAL BANK & TRUST CO 3,563 $1.85M 0.16% 13F-HR Timeline Group Alaethes Wealth, LLC More: the full row for Alaethes Wealth, LLC 3,563 $1.85M 0.54% new 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 3,556 $1.85M 0.11% +37 13F-HR Timeline PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 3,555 $1.84M 0.02% +170 13F-HR Timeline GRIFFIN ASSET MANAGEMENT, INC. More: the full row for GRIFFIN ASSET MANAGEMENT, INC. 3,552 $1.84M 0.19% +28 13F-HR Timeline AlphaStar Capital Management, LLC More: the full row for AlphaStar Capital Management, LLC 3,538 $1.84M 0.12% -863 13F-HR Timeline Linden Thomas Advisory Services, LLC More: the full row for Linden Thomas Advisory Services, LLC 3,537 $1.84M 0.15% +267 13F-HR Timeline OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 3,530 $1.83M 0.04% -795 13F-HR Timeline Knollwood Investment Advisory, LLC More: the full row for Knollwood Investment Advisory, LLC 3,524 $1.83M 0.16% 0 13F-HR Timeline South Dakota Investment Council More: the full row for South Dakota Investment Council 3,515 $1.82M 0.03% -40 13F-HR Timeline Northside Capital Management, LLC More: the full row for Northside Capital Management, LLC 3,506 $1.82M 0.15% 0 13F-HR Timeline AMG National Trust Bank More: the full row for AMG National Trust Bank 3,503 $1.82M 0.04% +306 13F-HR Timeline LORING WOLCOTT & COOLIDGE FIDUCIARY ADV… More: the full row for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 3,502 $1.82M 0.02% +535 13F-HR Timeline BSW Wealth Partners More: the full row for BSW Wealth Partners 3,488 $1.81M 0.2% -1,920 13F-HR Timeline NATURAL INVESTMENTS, LLC More: the full row for NATURAL INVESTMENTS, LLC 3,468 $1.8M 0.4% -3,086 13F-HR Timeline Silvant Capital Management LLC More: the full row for Silvant Capital Management LLC 3,457 $1.79M 0.05% 0 13F-HR Timeline CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 3,455 $1.79M 0.06% +34 13F-HR Timeline STABLEFORD CAPITAL II LLC More: the full row for STABLEFORD CAPITAL II LLC 3,447 $1.79M 0.62% -9 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 3,444 $1.79M 0.05% +103 13F-HR Timeline Field & Main Bank More: the full row for Field & Main Bank 3,442 $1.79M 0.37% +176 13F-HR/A Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 3,439 $1.78M 0.02% +637 13F-HR Timeline Ethos Capital Management, Inc. More: the full row for Ethos Capital Management, Inc. 3,437 $1.78M 1.27% new 13F-HR Timeline Kuhn & Co Investment Counsel More: the full row for Kuhn & Co Investment Counsel 3,432 $1.78M 1.03% +9 13F-HR Timeline Value Partners Investments Inc. More: the full row for Value Partners Investments Inc. 3,437 $1.78M 0.12% +580 13F-HR Timeline S-Bank Fund Management Ltd More: the full row for S-Bank Fund Management Ltd 3,427 $1.78M 0.24% -18,573 13F-HR Timeline GLR Partners, LLC More: the full row for GLR Partners, LLC 3,416 $1.77M 0.83% +130 13F-HR Timeline NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 3,406 $1.77M 0.14% +962 13F-HR Timeline MeadowBrook Investment Advisors LLC More: the full row for MeadowBrook Investment Advisors LLC 3,387 $1.76M 1.39% -113 13F-HR Timeline BIP Wealth, LLC More: the full row for BIP Wealth, LLC 3,362 $1.74M 0.05% +232 13F-HR Timeline Advisors Asset Management, Inc. More: the full row for Advisors Asset Management, Inc. 3,343 $1.73M 0.03% +331 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 3,339 $1.73M 0.01% -51,226 13F-HR Timeline AZZAD ASSET MANAGEMENT INC /ADV More: the full row for AZZAD ASSET MANAGEMENT INC /ADV 3,309 $1.72M 0.15% -3,090 13F-HR Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 3,299 $1.71M 0.06% +711 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 3,293 $1.71M 0.12% +748 13F-HR Timeline Rossmore Private Capital More: the full row for Rossmore Private Capital 3,291 $1.71M 0.14% 0 13F-HR Timeline Marion Wealth Management More: the full row for Marion Wealth Management 3,285 $1.7M 0.35% -3 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 3,264 $1.69M 0.1% +47 13F-HR Timeline Ferguson Shapiro LLC More: the full row for Ferguson Shapiro LLC 3,246 $1.68M 0.5% +27 13F-HR Timeline Gladstone Capital Management LLP More: the full row for Gladstone Capital Management LLP 3,230 $1.68M 0.17% -5,370 13F-HR Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 3,229 $1.67M <0.01% -277 13F-HR Timeline Group Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 3,197 $1.66M 0.04% +751 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 3,314 $1.65M 0.03% -441 13F-HR Timeline CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 3,161 $1.64M 0.16% +407 13F-HR Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 3,159 $1.64M 0.09% -113 13F-HR Timeline Palisade Asset Management, LLC More: the full row for Palisade Asset Management, LLC 3,133 $1.63M 0.15% 0 13F-HR Timeline SPINNAKER TRUST More: the full row for SPINNAKER TRUST 3,132 $1.63M 0.08% 0 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 3,127 $1.62M 0.03% +173 13F-HR Timeline Monte Financial Group, LLC More: the full row for Monte Financial Group, LLC 3,387 $1.62M 0.52% +45 13F-HR Timeline J. Stern & Co. LLP More: the full row for J. Stern & Co. LLP 3,112 $1.61M 0.15% 0 13F-HR Timeline Ark Wealth Advisors LLC More: the full row for Ark Wealth Advisors LLC 3,112 $1.61M 1.43% +455 13F-HR Timeline Auto-Owners Insurance Co in group Auto-Owners Insurance Co More: the full row for Auto-Owners Insurance Co 3,111 $1.61M 0.04% 0 13F-HR Timeline Group SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 3,105 $1.61M 0.05% -616 13F-HR Timeline Aspire Private Capital, LLC More: the full row for Aspire Private Capital, LLC 3,087 $1.6M 0.33% -69 13F-HR Timeline PFW Advisors LLC More: the full row for PFW Advisors LLC 3,083 $1.6M 0.47% -71 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 3,069 $1.59M 0.14% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Cove Private Wealth, LLC More: the full row for Cove Private Wealth, LLC 3,057 $1.59M 0.31% +2,316 13F-HR Timeline AAFMAA Wealth Management & Trust LLC More: the full row for AAFMAA Wealth Management & Trust LLC 3,022 $1.57M 0.55% -233 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 3,020 $1.57M 0.03% -998 13F-HR Timeline US Asset Management LLC More: the full row for US Asset Management LLC 3,015 $1.56M 1.19% 0 13F-HR Timeline VUB Generali dochodkova spravcovska spo… More: the full row for VUB Generali dochodkova spravcovska spolocnost, a.s. 2,997 $1.56M 1.07% 0 13F-HR Timeline SMITHBRIDGE ASSET MANAGEMENT INC/DE More: the full row for SMITHBRIDGE ASSET MANAGEMENT INC/DE 2,996 $1.55M 0.21% -750 13F-HR Timeline Cypress Capital Group in group Cypress Capital Group More: the full row for Cypress Capital Group 2,975 $1.54M 0.14% +1,846 13F-HR Timeline Group Proficio Capital Partners LLC More: the full row for Proficio Capital Partners LLC 2,969 $1.54M 0.06% +1,783 13F-HR Timeline SPIREPOINT PRIVATE CLIENT, LLC More: the full row for SPIREPOINT PRIVATE CLIENT, LLC 2,967 $1.54M 0.12% -457 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 2,965 $1.54M 0.03% +210 13F-HR Timeline Supplemental Annuity Collective Trust o… More: the full row for Supplemental Annuity Collective Trust of NJ 2,965 $1.54M 0.4% -197 13F-HR Timeline Marble Wealth, LLC More: the full row for Marble Wealth, LLC 2,959 $1.54M 0.24% -27 13F-HR Timeline Acumen Wealth Advisors, LLC More: the full row for Acumen Wealth Advisors, LLC 2,955 $1.53M 0.33% +1,624 13F-HR Timeline LOS ANGELES CAPITAL MANAGEMENT LLC More: the full row for LOS ANGELES CAPITAL MANAGEMENT LLC 2,951 $1.53M 0.01% -83 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 2,951 $1.53M 0.07% +33 13F-HR Timeline Group McMillan Office, Inc. More: the full row for McMillan Office, Inc. 2,951 $1.53M 0.18% -10 13F-HR Timeline PICTET BANK & TRUST Ltd More: the full row for PICTET BANK & TRUST Ltd 2,926 $1.52M 1.63% +604 13F-HR Timeline SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 2,926 $1.52M 0.06% +714 13F-HR Timeline