DUNCKER STREETT & CO INC More: the full row for DUNCKER STREETT & CO INC 5,396 $2.3M 0.41% -699 13F-HR Timeline Essex LLC More: the full row for Essex LLC 5,345 $2.28M 0.4% -111 13F-HR Timeline F/m Investments LLC More: the full row for F/m Investments LLC 5,299 $2.26M 0.09% -244 13F-HR Timeline Advisors Asset Management, Inc. More: the full row for Advisors Asset Management, Inc. 5,278 $2.25M 0.04% -4,355 13F-HR/A Timeline Bedell Frazier Investment Counselling, … More: the full row for Bedell Frazier Investment Counselling, LLC 5,269 $2.25M 0.43% -720 13F-HR Timeline Machina Capital S.A.S. More: the full row for Machina Capital S.A.S. 5,249 $2.24M 0.43% +1,466 13F-HR Timeline Triangle Securities Wealth Management More: the full row for Triangle Securities Wealth Management 5,245 $2.24M 0.47% +15 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Cypress Capital Group in group Cypress Capital Group More: the full row for Cypress Capital Group 5,223 $2.23M 0.25% -1,699 13F-HR Timeline Group ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 5,222 $2.23M 0.11% -2,051 13F-HR Timeline Aperture Investors, LLC More: the full row for Aperture Investors, LLC 5,219 $2.23M 0.31% 0 13F-HR Timeline Live Oak Private Wealth LLC More: the full row for Live Oak Private Wealth LLC 5,204 $2.22M 0.3% +886 13F-HR Timeline Delta Global Management LP More: the full row for Delta Global Management LP 5,203 $2.22M 0.16% +15 13F-HR/A Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 5,136 $2.19M 0.03% -25 13F-HR Timeline Group Trium Capital LLP More: the full row for Trium Capital LLP 5,132 $2.19M 1.7% +2,362 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 5,090 $2.17M 0.09% +127 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 5,074 $2.16M 0.04% -693 13F-HR Timeline WoodTrust Financial Corp in group WoodTrust Financial Corp More: the full row for WoodTrust Financial Corp 5,045 $2.15M 0.25% 0 13F-HR Timeline Group HIGHLAND CAPITAL MANAGEMENT, LLC More: the full row for HIGHLAND CAPITAL MANAGEMENT, LLC 5,035 $2.15M 0.11% -283 13F-HR Timeline Ledyard National Bank More: the full row for Ledyard National Bank 5,035 $2.15M 0.18% -337 13F-HR Timeline Lantz Financial LLC More: the full row for Lantz Financial LLC 5,035 $2.15M 0.45% -175 13F-HR Timeline ROBERTS GLORE & CO INC /IL/ More: the full row for ROBERTS GLORE & CO INC /IL/ 5,026 $2.14M 0.57% 0 13F-HR Timeline CAPITAL MANAGEMENT ASSOCIATES /NY/ More: the full row for CAPITAL MANAGEMENT ASSOCIATES /NY/ 5,000 $2.13M 3.13% 0 13F-HR Timeline Resolute Capital Asset Partners LLC More: the full row for Resolute Capital Asset Partners LLC 5,000 $2.13M 1.03% new 13F-HR Timeline HARTLINE INVESTMENT CORP/ More: the full row for HARTLINE INVESTMENT CORP/ 4,988 $2.13M 0.23% 0 13F-HR Timeline One River Asset Management, LLC More: the full row for One River Asset Management, LLC 4,980 $2.12M 1.88% +4,918 13F-HR Timeline Sava Infond d.o.o. More: the full row for Sava Infond d.o.o. 4,970 $2.12M 0.29% -300 13F-HR Timeline ALKEME WEALTH, LLC More: the full row for ALKEME WEALTH, LLC 4,965 $2.12M 0.9% -170 13F-HR Timeline Trivium Point Advisory, LLC More: the full row for Trivium Point Advisory, LLC 4,953 $2.11M 0.21% -350 13F-HR Timeline FIGURE 8 INVESTMENT STRATEGIES LLC More: the full row for FIGURE 8 INVESTMENT STRATEGIES LLC 4,934 $2.1M 1.87% -203 13F-HR Timeline 111 Capital More: the full row for 111 Capital 4,931 $2.1M 0.46% +2,530 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 4,925 $2.1M 0.02% +1,624 13F-HR Timeline Diversify Advisory Services, LLC group of 2 filers holding More: the full row for Diversify Advisory Services, LLC 4,686 $2.07M -739 Timeline Aquatic Capital Management LLC More: the full row for Aquatic Capital Management LLC 4,836 $2.06M 0.06% new 13F-HR Timeline TigerOak Management, L.L.C. More: the full row for TigerOak Management, L.L.C. 4,819 $2.05M 0.63% 0 13F-HR Timeline Birch Hill Investment Advisors LLC More: the full row for Birch Hill Investment Advisors LLC 4,816 $2.05M 0.09% -130 13F-HR Timeline TFR Capital, LLC. More: the full row for TFR Capital, LLC. 4,742 $2.02M 0.67% -24 13F-HR Timeline MITCHELL CAPITAL MANAGEMENT CO More: the full row for MITCHELL CAPITAL MANAGEMENT CO 4,730 $2.02M 0.36% -251 13F-HR Timeline Spectrum Asset Management, Inc. (NB/CA) More: the full row for Spectrum Asset Management, Inc. (NB/CA) 4,714 $2.01M 0.67% -3,876 13F-HR Timeline Williams Jones Wealth Management, LLC. More: the full row for Williams Jones Wealth Management, LLC. 4,714 $2.01M 0.02% +291 13F-HR Timeline CAPSTONE INVESTMENT ADVISORS, LLC in group CAPSTONE INVESTMENT ADVISORS,… More: the full row for CAPSTONE INVESTMENT ADVISORS, LLC 4,680 $2M 0.02% new 13F-HR Timeline Group Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 4,680 $1.99M 0.13% +1,170 13F-HR Timeline Marathon Wealth Advisors LLC More: the full row for Marathon Wealth Advisors LLC 4,642 $1.98M 0.79% 13F-HR Timeline D L CARLSON INVESTMENT GROUP INC More: the full row for D L CARLSON INVESTMENT GROUP INC 4,639 $1.98M 0.33% -112 13F-HR Timeline Beverly Hills Private Wealth, LLC More: the full row for Beverly Hills Private Wealth, LLC 4,634 $1.98M 0.34% -207 13F-HR/A Timeline ALERUS FINANCIAL NA More: the full row for ALERUS FINANCIAL NA 4,618 $1.97M 0.1% -780 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 4,609 $1.97M 0.66% new 13F-HR Timeline Dakota Wealth Management More: the full row for Dakota Wealth Management 4,608 $1.96M 0.03% +2,826 13F-HR/A Timeline Nicholson Wealth Management Group, LLC More: the full row for Nicholson Wealth Management Group, LLC 4,563 $1.95M 1.14% +428 13F-HR Timeline Westerkirk Capital Inc. More: the full row for Westerkirk Capital Inc. 4,538 $1.93M 0.19% -2,454 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 4,272 $1.93M 0.05% +8 13F-HR Timeline Kesler, Norman & Wride, LLC More: the full row for Kesler, Norman & Wride, LLC 4,524 $1.93M 0.33% -2 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 4,500 $1.92M 0.28% -26 13F-HR Timeline Group SlateStone Wealth, LLC More: the full row for SlateStone Wealth, LLC 4,499 $1.92M 0.16% +196 13F-HR Timeline Sargent Investment Group, LLC More: the full row for Sargent Investment Group, LLC 4,481 $1.91M 0.24% -65 13F-HR Timeline Trueblood Wealth Management, LLC More: the full row for Trueblood Wealth Management, LLC 4,469 $1.91M 0.74% +69 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 4,467 $1.9M 0.04% +160 13F-HR Timeline Essex Financial Services, Inc. group of 2 filers holding More: the full row for Essex Financial Services, Inc. 4,436 $1.89M -165 Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 4,427 $1.89M 0.04% -2,585 13F-HR Timeline Schear Investment Advisers, LLC More: the full row for Schear Investment Advisers, LLC 4,407 $1.88M 0.81% -13 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 4,381 $1.87M 0.1% new 13F-HR Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 4,362 $1.86M 0.08% -319 13F-HR Timeline REAVES W H & CO INC More: the full row for REAVES W H & CO INC 4,352 $1.86M 0.03% -16,887 13F-HR Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 4,333 $1.85M <0.01% +412 13F-HR Timeline Group LEDERER & ASSOCIATES INVESTMENT COUNSEL… More: the full row for LEDERER & ASSOCIATES INVESTMENT COUNSEL/CA 4,332 $1.85M 1.24% +231 13F-HR Timeline OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 4,331 $1.85M 0.03% +846 13F-HR Timeline DeDora Capital, Inc. More: the full row for DeDora Capital, Inc. 4,309 $1.84M 0.43% -20 13F-HR Timeline Avantax Planning Partners, Inc. More: the full row for Avantax Planning Partners, Inc. 4,286 $1.83M 0.05% +164 13F-HR Timeline EDENTREE ASSET MANAGEMENT Ltd More: the full row for EDENTREE ASSET MANAGEMENT Ltd 4,277 $1.82M 0.56% 0 13F-HR Timeline FOURPATH CAPITAL MANAGEMENT, LLC More: the full row for FOURPATH CAPITAL MANAGEMENT, LLC 4,272 $1.82M 0.25% +62 13F-HR Timeline SkyView Investment Advisors, LLC More: the full row for SkyView Investment Advisors, LLC 4,270 $1.82M 0.23% -37 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 4,265 $1.82M 0.07% -246 13F-HR Timeline Group EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 4,261 $1.82M 0.04% -482 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 4,256 $1.81M 0.04% -272 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. 4,252 $1.81M 0.03% +14 13F-HR Timeline Group Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 4,234 $1.81M 0.01% -298 13F-HR Timeline Group MITCHELL MCLEOD PUGH & WILLIAMS INC More: the full row for MITCHELL MCLEOD PUGH & WILLIAMS INC 3,993 $1.79M 0.26% +1,145 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 4,167 $1.78M 0.05% -896 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 4,401 $1.77M 0.04% +428 13F-HR Timeline RD Lewis Holdings, Inc. More: the full row for RD Lewis Holdings, Inc. 3,813 $1.77M 1.51% +390 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 4,137 $1.76M 0.02% +35 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 4,113 $1.75M 0.09% -677 13F-HR Timeline Ferguson Shapiro LLC More: the full row for Ferguson Shapiro LLC 4,090 $1.74M 0.54% +859 13F-HR Timeline Whitener Capital Management, Inc. More: the full row for Whitener Capital Management, Inc. 4,085 $1.74M 0.4% 0 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 4,074 $1.74M 0.14% +637 13F-HR Timeline Maridea Wealth Management LLC More: the full row for Maridea Wealth Management LLC 4,065 $1.73M 0.26% +555 13F-HR Timeline Avestar Capital, LLC More: the full row for Avestar Capital, LLC 4,053 $1.73M 0.12% -724 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 4,035 $1.72M 0.03% -594 13F-HR Timeline SITTNER & NELSON, LLC More: the full row for SITTNER & NELSON, LLC 3,820 $1.71M 0.61% -2 13F-HR Timeline CX Institutional More: the full row for CX Institutional 4,015 $1.71M 0.05% -672 13F-HR Timeline SECURITY NATIONAL BANK OF SIOUX CITY IO… More: the full row for SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/ 4,002 $1.71M 1.1% -21 13F-HR Timeline ANB BANK More: the full row for ANB BANK 3,979 $1.7M 0.67% 0 13F-HR Timeline RFG - Bristol Wealth Advisors, LLC More: the full row for RFG - Bristol Wealth Advisors, LLC 3,956 $1.69M 0.47% -217 13F-HR Timeline GKV Capital Management Co., Inc. More: the full row for GKV Capital Management Co., Inc. 3,955 $1.69M 0.63% +100 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 3,953 $1.69M 0.06% -137 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 3,952 $1.68M 0.07% -30 13F-HR Timeline Souders Financial Advisors More: the full row for Souders Financial Advisors 3,944 $1.68M 0.19% -226 13F-HR Timeline Marble Wealth, LLC More: the full row for Marble Wealth, LLC 3,928 $1.67M 0.23% 13F-HR Timeline Taikang Asset Management (Hong Kong) Co… More: the full row for Taikang Asset Management (Hong Kong) Co Ltd 3,909 $1.67M 0.16% 0 13F-HR Timeline Miller Capital Partners, Inc. More: the full row for Miller Capital Partners, Inc. 3,893 $1.66M 0.85% 13F-HR Timeline MERIDIAN INVESTMENT COUNSEL INC. More: the full row for MERIDIAN INVESTMENT COUNSEL INC. 3,870 $1.65M 0.4% +2,411 13F-HR Timeline BRIDGEWAY CAPITAL MANAGEMENT, LLC More: the full row for BRIDGEWAY CAPITAL MANAGEMENT, LLC 3,860 $1.65M 0.03% -30 13F-HR Timeline SUMITOMO LIFE INSURANCE CO More: the full row for SUMITOMO LIFE INSURANCE CO 3,852 $1.64M 0.04% +25 13F-HR Timeline Richard Bernstein Advisors LLC More: the full row for Richard Bernstein Advisors LLC 3,852 $1.64M 0.05% -409 13F-HR Timeline Gradient Investments LLC in group Gradient Investments LLC More: the full row for Gradient Investments LLC 3,829 $1.63M 0.03% +1,380 13F-HR Timeline Group World Investment Advisors More: the full row for World Investment Advisors 3,829 $1.63M 0.03% +1,073 13F-HR/A Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 3,760 $1.63M 0.06% -1,146 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 3,804 $1.62M 0.09% +111 13F-HR Timeline DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 3,800 $1.62M 0.03% -620 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 3,769 $1.61M 0.05% -392 13F-HR Timeline Teucrium Investment Advisors, LLC More: the full row for Teucrium Investment Advisors, LLC 3,758 $1.6M 1.76% 13F-HR Timeline Haverford Financial Services, Inc. More: the full row for Haverford Financial Services, Inc. 3,757 $1.6M 0.45% +3,153 13F-HR Timeline HELIOS CAPITAL MANAGEMENT PTE. LTD More: the full row for HELIOS CAPITAL MANAGEMENT PTE. LTD 3,750 $1.6M 1.1% 0 13F-HR Timeline Hardy Reed LLC More: the full row for Hardy Reed LLC 3,748 $1.6M 0.11% +100 13F-HR Timeline South Dakota Investment Council More: the full row for South Dakota Investment Council 3,748 $1.6M 0.03% -1,380 13F-HR Timeline STABLEFORD CAPITAL II LLC More: the full row for STABLEFORD CAPITAL II LLC 3,726 $1.59M 0.57% -47 13F-HR Timeline Generali Investments, Management Co LLC More: the full row for Generali Investments, Management Co LLC 3,697 $1.58M 0.31% +496 13F-HR Timeline CHICAGO TRUST Co NA More: the full row for CHICAGO TRUST Co NA 3,661 $1.56M 0.24% -65 13F-HR Timeline WEALTHEDGE INVESTMENT ADVISORS, LLC More: the full row for WEALTHEDGE INVESTMENT ADVISORS, LLC 3,630 $1.55M 0.57% new 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 3,601 $1.54M 0.15% +366 13F-HR Timeline LOCKHEED MARTIN INVESTMENT MANAGEMENT CO More: the full row for LOCKHEED MARTIN INVESTMENT MANAGEMENT CO 3,590 $1.53M 0.05% +620 13F-HR Timeline PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 3,579 $1.53M 0.02% -112 13F-HR Timeline MeadowBrook Investment Advisors LLC More: the full row for MeadowBrook Investment Advisors LLC 3,574 $1.52M 1.3% +45 13F-HR Timeline KIRTLAND HILLS CAPITAL MANAGEMENT, LLC More: the full row for KIRTLAND HILLS CAPITAL MANAGEMENT, LLC 3,565 $1.52M 0.53% +264 13F-HR Timeline Trek Financial, LLC More: the full row for Trek Financial, LLC 3,563 $1.52M 0.09% new 13F-HR Timeline DF DENT & CO INC More: the full row for DF DENT & CO INC 3,544 $1.51M 0.02% +18 13F-HR Timeline SAPIENT CAPITAL LLC More: the full row for SAPIENT CAPITAL LLC 3,528 $1.51M 0.02% +1,078 13F-HR Timeline HBW ADVISORY SERVICES LLC More: the full row for HBW ADVISORY SERVICES LLC 3,527 $1.5M 0.16% +342 13F-HR Timeline Knollwood Investment Advisory, LLC More: the full row for Knollwood Investment Advisory, LLC 3,524 $1.5M 0.14% 0 13F-HR Timeline SPIREPOINT PRIVATE CLIENT, LLC More: the full row for SPIREPOINT PRIVATE CLIENT, LLC 3,519 $1.5M 0.14% +170 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 3,519 $1.5M 0.02% -293 13F-HR Timeline Northside Capital Management, LLC More: the full row for Northside Capital Management, LLC 3,506 $1.5M 0.13% +350 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 3,505 $1.49M 0.08% -562 13F-HR Timeline Rossmore Private Capital More: the full row for Rossmore Private Capital 3,503 $1.49M 0.13% +75 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 3,500 $1.49M 0.07% -2,674 13F-HR Timeline Whalen Wealth Management Inc. More: the full row for Whalen Wealth Management Inc. 3,475 $1.48M 0.8% +2,268 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 3,464 $1.48M 0.04% -2,733 13F-HR Timeline CANANDAIGUA NATIONAL BANK & TRUST CO in group CANANDAIGUA NATIONAL BANK & T… More: the full row for CANANDAIGUA NATIONAL BANK & TRUST CO 3,458 $1.47M 0.13% -2,798 13F-HR Timeline Group Marion Wealth Management More: the full row for Marion Wealth Management 3,234 $1.46M 0.32% +230 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 3,423 $1.46M 0.05% -253 13F-HR Timeline Kuhn & Co Investment Counsel More: the full row for Kuhn & Co Investment Counsel 3,423 $1.46M 0.97% +13 13F-HR Timeline Qtron Investments LLC More: the full row for Qtron Investments LLC 3,418 $1.46M 0.19% -564 13F-HR Timeline BIP Wealth, LLC More: the full row for BIP Wealth, LLC 3,403 $1.45M 0.05% new 13F-HR Timeline GRIFFIN ASSET MANAGEMENT, INC. More: the full row for GRIFFIN ASSET MANAGEMENT, INC. 3,397 $1.45M 0.16% +105 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 3,391 $1.45M 0.14% -687 13F-HR Timeline AAFMAA Wealth Management & Trust LLC More: the full row for AAFMAA Wealth Management & Trust LLC 3,389 $1.45M 0.57% -278 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 3,375 $1.44M 0.06% -1,354 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 3,369 $1.44M 0.14% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. BOOTHBAY FUND MANAGEMENT, LLC More: the full row for BOOTHBAY FUND MANAGEMENT, LLC 3,362 $1.43M 0.04% +2,800 13F-HR Timeline Motiv8 Investments LLC More: the full row for Motiv8 Investments LLC 3,349 $1.43M 0.78% -22 13F-HR Timeline MOODY NATIONAL BANK TRUST DIVISION in group MOODY NATIONAL BANK TRUST DIV… More: the full row for MOODY NATIONAL BANK TRUST DIVISION 3,346 $1.43M 0.14% -1,727 13F-HR Timeline Group PDS Planning, Inc More: the full row for PDS Planning, Inc 3,331 $1.42M 0.09% -445 13F-HR Timeline Sivia Capital Partners, LLC More: the full row for Sivia Capital Partners, LLC 3,310 $1.41M 0.29% +1,554 13F-HR Timeline Empirical Financial Services, LLC d.b.a… More: the full row for Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 3,309 $1.41M 0.03% -1,095 13F-HR Timeline Field & Main Bank More: the full row for Field & Main Bank 3,293 $1.4M 0.4% -55 13F-HR Timeline DEAN INVESTMENT ASSOCIATES, LLC in group DEAN INVESTMENT ASSOCIATES, L… More: the full row for DEAN INVESTMENT ASSOCIATES, LLC 3,291 $1.4M 0.2% -83 13F-HR Timeline Group Palisade Asset Management, LLC More: the full row for Palisade Asset Management, LLC 3,278 $1.4M 0.14% +15 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 3,275 $1.4M 0.03% +898 13F-HR Timeline SPINNAKER TRUST More: the full row for SPINNAKER TRUST 3,268 $1.39M 0.07% +64 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 3,263 $1.39M 0.07% -352 13F-HR Timeline Monte Financial Group, LLC More: the full row for Monte Financial Group, LLC 3,258 $1.39M 0.52% +221 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 3,235 $1.38M 0.06% -1,006 13F-HR Timeline Aspire Private Capital, LLC More: the full row for Aspire Private Capital, LLC 3,219 $1.37M 0.31% new 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 3,202 $1.37M 0.1% -637 13F-HR Timeline LORING WOLCOTT & COOLIDGE FIDUCIARY ADV… More: the full row for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 3,008 $1.36M 0.01% -775 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 3,184 $1.36M 0.07% -909 13F-HR Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 3,173 $1.35M 0.08% -81 13F-HR Timeline VUB Generali dochodkova spravcovska spo… More: the full row for VUB Generali dochodkova spravcovska spolocnost, a.s. 3,168 $1.35M 1.03% 13F-HR Timeline LOS ANGELES CAPITAL MANAGEMENT LLC More: the full row for LOS ANGELES CAPITAL MANAGEMENT LLC 3,133 $1.35M <0.01% -100 13F-HR Timeline PFW Advisors LLC More: the full row for PFW Advisors LLC 3,156 $1.35M 0.41% -165 13F-HR Timeline Midwest Trust Co More: the full row for Midwest Trust Co 3,153 $1.34M 0.02% +18 13F-HR Timeline ALTFEST L J & CO INC More: the full row for ALTFEST L J & CO INC 3,150 $1.34M 0.15% new 13F-HR Timeline Ascentis Wealth Management, LLC group of 2 filers holding More: the full row for Ascentis Wealth Management, LLC 3,147 $1.34M -718 Timeline Auto-Owners Insurance Co in group Auto-Owners Insurance Co More: the full row for Auto-Owners Insurance Co 3,100 $1.32M 0.03% 0 13F-HR/A Timeline Group Fortis Group Advisors, LLC More: the full row for Fortis Group Advisors, LLC 2,883 $1.32M 0.22% 0 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 3,071 $1.31M 0.21% -401 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 3,038 $1.3M 0.02% -112 13F-HR Timeline US Asset Management LLC More: the full row for US Asset Management LLC 3,031 $1.29M 1.06% -27 13F-HR Timeline Polar Capital Holdings Plc in group Polar Capital Holdings Plc More: the full row for Polar Capital Holdings Plc 3,020 $1.29M 0.01% -5,943 13F-HR Timeline Group Clear Harbor Asset Management, LLC More: the full row for Clear Harbor Asset Management, LLC 3,010 $1.28M 0.09% +45 13F-HR Timeline AMG National Trust Bank More: the full row for AMG National Trust Bank 3,001 $1.28M 0.03% +76 13F-HR Timeline Bluebird Wealth Management LLC More: the full row for Bluebird Wealth Management LLC 2,984 $1.27M 1.19% 13F-HR Timeline Linden Thomas Advisory Services, LLC More: the full row for Linden Thomas Advisory Services, LLC 2,982 $1.27M 0.13% +76 13F-HR Timeline McMillan Office, Inc. More: the full row for McMillan Office, Inc. 2,961 $1.26M 0.15% 13F-HR Timeline TOUNJIAN ADVISORY PARTNERS, LLC More: the full row for TOUNJIAN ADVISORY PARTNERS, LLC 2,956 $1.26M 0.43% new 13F-HR Timeline AlTi Global, Inc. in group AlTi Global, Inc. 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