TritonPoint Partners, LLC group of 2 filers holding More: the full row for TritonPoint Partners, LLC 5,718 $2.83M +4,025 Timeline Wealth Enhancement Trust Services, Inc. More: the full row for Wealth Enhancement Trust Services, Inc. 5,716 $2.83M 0.34% +266 13F-HR Timeline ALKEME WEALTH, LLC More: the full row for ALKEME WEALTH, LLC 5,685 $2.82M 1.15% +720 13F-HR Timeline ARGONAUTICA PRIVATE WEALTH MANAGEMENT, … More: the full row for ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC 5,681 $2.82M 0.85% -188 13F-HR Timeline Pictet North America Advisors SA More: the full row for Pictet North America Advisors SA 5,663 $2.81M 0.28% +99 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 5,632 $2.79M 0.14% -396 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 5,619 $2.79M 0.16% +188 13F-HR Timeline Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 5,602 $2.78M 0.18% +3,048 13F-HR Timeline Annex Advisory Services, LLC More: the full row for Annex Advisory Services, LLC 5,572 $2.76M 0.05% -1,611 13F-HR Timeline River Wealth Advisors LLC More: the full row for River Wealth Advisors LLC 5,512 $2.73M 0.31% -211 13F-HR Timeline Harding Loevner LP More: the full row for Harding Loevner LP 5,502 $2.73M 0.03% -4,284 13F-HR Timeline GABELLI FUNDS LLC in group GAMCO Investors (Gabelli) More: the full row for GABELLI FUNDS LLC 5,450 $2.7M 0.02% 0 13F-HR Timeline Group Live Oak Private Wealth LLC More: the full row for Live Oak Private Wealth LLC 5,418 $2.69M 0.37% +214 13F-HR Timeline Maridea Wealth Management LLC More: the full row for Maridea Wealth Management LLC 5,413 $2.68M 0.39% +1,348 13F-HR Timeline CX Institutional More: the full row for CX Institutional 5,412 $2.68M 0.08% +1,397 13F-HR Timeline Verition Fund Management LLC More: the full row for Verition Fund Management LLC 5,411 $2.68M 0.03% -5,464 13F-HR Timeline BSW Wealth Partners More: the full row for BSW Wealth Partners 5,408 $2.68M 0.33% -33 13F-HR Timeline OSTRUM ASSET MANAGEMENT More: the full row for OSTRUM ASSET MANAGEMENT 5,396 $2.68M 0.15% -8,255 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 5,372 $2.66M 0.08% +1,107 13F-HR/A Timeline Group JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 5,361 $2.66M 0.07% +2,469 13F-HR Timeline Essex LLC More: the full row for Essex LLC 5,349 $2.65M 0.47% +4 13F-HR Timeline Iowa State Bank More: the full row for Iowa State Bank 5,273 $2.61M 0.48% -141 13F-HR Timeline Portfolio Design Labs, LLC More: the full row for Portfolio Design Labs, LLC 5,247 $2.6M 0.46% -257 13F-HR Timeline WINTON GROUP Ltd in group WINTON GROUP Ltd More: the full row for WINTON GROUP Ltd 5,228 $2.59M 0.09% new 13F-HR Timeline Group Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 5,236 $2.59M 0.06% +964 13F-HR Timeline Triangle Securities Wealth Management More: the full row for Triangle Securities Wealth Management 5,163 $2.56M 0.58% -82 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Bridgefront Capital, LLC More: the full row for Bridgefront Capital, LLC 5,163 $2.56M 0.64% new 13F-HR Timeline Ledyard National Bank More: the full row for Ledyard National Bank 5,162 $2.56M 0.22% +127 13F-HR Timeline Perpetual Ltd in group Perpetual Ltd More: the full row for Perpetual Ltd 5,136 $2.55M 0.04% -333 13F-HR Timeline Group LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 5,127 $2.54M 0.1% +37 13F-HR Timeline WoodTrust Financial Corp in group WoodTrust Financial Corp More: the full row for WoodTrust Financial Corp 5,045 $2.5M 0.32% 0 13F-HR Timeline Group HIGHLAND CAPITAL MANAGEMENT, LLC More: the full row for HIGHLAND CAPITAL MANAGEMENT, LLC 5,035 $2.5M 0.13% 0 13F-HR Timeline DeDora Capital, Inc. More: the full row for DeDora Capital, Inc. 5,030 $2.49M 0.61% +721 13F-HR Timeline ROBERTS GLORE & CO INC /IL/ More: the full row for ROBERTS GLORE & CO INC /IL/ 5,026 $2.49M 0.68% 0 13F-HR Timeline HARTLINE INVESTMENT CORP/ More: the full row for HARTLINE INVESTMENT CORP/ 4,988 $2.47M 0.27% 0 13F-HR Timeline Machina Capital S.A.S. More: the full row for Machina Capital S.A.S. 4,974 $2.47M 0.49% -275 13F-HR Timeline Delta Global Management LP More: the full row for Delta Global Management LP 4,969 $2.46M 0.2% -234 13F-HR Timeline Lantz Financial LLC More: the full row for Lantz Financial LLC 4,918 $2.44M 0.5% -117 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 4,915 $2.44M 0.15% +3,510 13F-HR Timeline SlateStone Wealth, LLC More: the full row for SlateStone Wealth, LLC 4,910 $2.43M 0.2% +411 13F-HR Timeline Dakota Wealth Management More: the full row for Dakota Wealth Management 4,890 $2.42M 0.05% +282 13F-HR/A Timeline TigerOak Management, L.L.C. More: the full row for TigerOak Management, L.L.C. 4,803 $2.38M 0.75% -16 13F-HR Timeline Marathon Wealth Advisors LLC More: the full row for Marathon Wealth Advisors LLC 4,800 $2.38M 0.98% +158 13F-HR Timeline TFR Capital, LLC. More: the full row for TFR Capital, LLC. 4,779 $2.37M 0.73% +37 13F-HR Timeline Ascentis Wealth Management, LLC group of 2 filers holding More: the full row for Ascentis Wealth Management, LLC 4,734 $2.35M +1,587 Timeline FIGURE 8 INVESTMENT STRATEGIES LLC More: the full row for FIGURE 8 INVESTMENT STRATEGIES LLC 4,733 $2.35M 2.29% -201 13F-HR Timeline Spectrum Asset Management, Inc. (NB/CA) More: the full row for Spectrum Asset Management, Inc. (NB/CA) 4,732 $2.35M 0.75% +18 13F-HR Timeline Graham Capital Management, L.P. More: the full row for Graham Capital Management, L.P. 4,730 $2.34M 0.08% -5,477 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 4,722 $2.34M 0.13% +609 13F-HR Timeline CenterBook Partners LP More: the full row for CenterBook Partners LP 4,680 $2.32M 0.12% new 13F-HR Timeline Birch Hill Investment Advisors LLC More: the full row for Birch Hill Investment Advisors LLC 4,660 $2.31M 0.1% -156 13F-HR Timeline Williams Jones Wealth Management, LLC. More: the full row for Williams Jones Wealth Management, LLC. 4,639 $2.3M 0.03% -75 13F-HR Timeline Sargent Investment Group, LLC More: the full row for Sargent Investment Group, LLC 4,579 $2.27M 0.3% +98 13F-HR Timeline Trek Financial, LLC More: the full row for Trek Financial, LLC 4,525 $2.24M 0.12% +962 13F-HR Timeline Kesler, Norman & Wride, LLC More: the full row for Kesler, Norman & Wride, LLC 4,516 $2.24M 0.39% -8 13F-HR Timeline Trueblood Wealth Management, LLC More: the full row for Trueblood Wealth Management, LLC 4,487 $2.22M 0.87% +18 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 4,472 $2.22M 0.34% -28 13F-HR Timeline Group Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 4,457 $2.21M 0.08% +2,267 13F-HR Timeline Faithward Advisors, LLC More: the full row for Faithward Advisors, LLC 4,031 $2.2M 0.31% +2,159 13F-HR Timeline Nicholson Wealth Management Group, LLC More: the full row for Nicholson Wealth Management Group, LLC 4,442 $2.2M 1.29% -121 13F-HR Timeline Avestar Capital, LLC More: the full row for Avestar Capital, LLC 4,434 $2.2M 0.15% +381 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 4,426 $2.19M 0.04% +1,388 13F-HR Timeline Schear Investment Advisers, LLC More: the full row for Schear Investment Advisers, LLC 4,404 $2.18M 0.96% -3 13F-HR Timeline AlphaStar Capital Management, LLC More: the full row for AlphaStar Capital Management, LLC 4,401 $2.18M 0.16% -2,053 13F-HR Timeline Essex Financial Services, Inc. group of 2 filers holding More: the full row for Essex Financial Services, Inc. 4,373 $2.17M -63 Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 4,371 $2.17M 0.05% -96 13F-HR Timeline Avantax Planning Partners, Inc. More: the full row for Avantax Planning Partners, Inc. 4,370 $2.17M 0.06% +84 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 4,356 $2.16M 0.05% -71 13F-HR Timeline LEDERER & ASSOCIATES INVESTMENT COUNSEL… More: the full row for LEDERER & ASSOCIATES INVESTMENT COUNSEL/CA 4,350 $2.16M 1.53% +18 13F-HR Timeline REAVES W H & CO INC More: the full row for REAVES W H & CO INC 4,349 $2.16M 0.04% -3 13F-HR Timeline Westerkirk Capital Inc. More: the full row for Westerkirk Capital Inc. 4,347 $2.16M 0.23% -191 13F-HR Timeline SAPIENT CAPITAL LLC More: the full row for SAPIENT CAPITAL LLC 4,326 $2.14M 0.03% +798 13F-HR/A Timeline OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 4,325 $2.14M 0.04% -6 13F-HR Timeline KIRTLAND HILLS CAPITAL MANAGEMENT, LLC More: the full row for KIRTLAND HILLS CAPITAL MANAGEMENT, LLC 4,330 $2.14M 0.68% +765 13F-HR Timeline Souders Financial Advisors More: the full row for Souders Financial Advisors 4,304 $2.13M 0.24% +360 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 4,302 $2.13M 0.07% -99 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 4,256 $2.13M 0.07% +496 13F-HR Timeline EDENTREE ASSET MANAGEMENT Ltd More: the full row for EDENTREE ASSET MANAGEMENT Ltd 4,277 $2.12M 0.64% 0 13F-HR Timeline FOURPATH CAPITAL MANAGEMENT, LLC More: the full row for FOURPATH CAPITAL MANAGEMENT, LLC 4,253 $2.11M 0.3% -19 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 4,233 $2.1M 0.1% +733 13F-HR Timeline Beverly Hills Private Wealth, LLC More: the full row for Beverly Hills Private Wealth, LLC 4,211 $2.09M 0.35% -423 13F-HR Timeline SkyView Investment Advisors, LLC More: the full row for SkyView Investment Advisors, LLC 4,203 $2.08M 0.28% -67 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 4,195 $2.08M 0.03% +160 13F-HR Timeline Virtus Investment Advisers, LLC in group Virtus Investment Advisers, L… More: the full row for Virtus Investment Advisers, LLC 4,188 $2.08M 0.57% new 13F-HR Timeline Group MERIDIAN INVESTMENT COUNSEL INC. More: the full row for MERIDIAN INVESTMENT COUNSEL INC. 4,180 $2.07M 0.49% +310 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 4,179 $2.07M 0.02% -746 13F-HR Timeline Sava Infond d.o.o. More: the full row for Sava Infond d.o.o. 4,170 $2.07M 0.29% -800 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 4,159 $2.06M 0.02% +22 13F-HR Timeline Trivium Point Advisory, LLC More: the full row for Trivium Point Advisory, LLC 4,142 $2.05M 0.37% -811 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 4,125 $2.03M 0.09% +173 13F-HR Timeline Whitener Capital Management, Inc. More: the full row for Whitener Capital Management, Inc. 4,084 $2.02M 0.46% -1 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 4,049 $2.01M 0.07% +96 13F-HR Timeline MITCHELL MCLEOD PUGH & WILLIAMS INC More: the full row for MITCHELL MCLEOD PUGH & WILLIAMS INC 4,044 $2M 0.3% +51 13F-HR Timeline ANB BANK More: the full row for ANB BANK 4,020 $1.99M 0.81% +41 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 4,018 $1.99M 0.07% -1,687 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. 4,012 $1.99M 0.04% -240 13F-HR Timeline Group Avanda Investment Management Pte. Ltd. More: the full row for Avanda Investment Management Pte. Ltd. 4,000 $1.98M 3.14% -9,100 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 3,909 $1.97M 0.06% +674 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 3,968 $1.97M 0.16% -106 13F-HR Timeline SUMITOMO LIFE INSURANCE CO More: the full row for SUMITOMO LIFE INSURANCE CO 3,959 $1.96M 0.05% +107 13F-HR Timeline D L CARLSON INVESTMENT GROUP INC More: the full row for D L CARLSON INVESTMENT GROUP INC 3,951 $1.96M 0.34% -688 13F-HR Timeline Concord Wealth Partners group of 2 filers holding More: the full row for Concord Wealth Partners 3,943 $1.95M +1,868 Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 3,928 $1.95M 0.19% +537 13F-HR Timeline 111 Capital More: the full row for 111 Capital 3,925 $1.95M 0.48% -1,006 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 3,908 $1.94M 0.19% +307 13F-HR Timeline Miller Capital Partners, Inc. More: the full row for Miller Capital Partners, Inc. 3,883 $1.93M 0.93% -10 13F-HR Timeline RD Lewis Holdings, Inc. More: the full row for RD Lewis Holdings, Inc. 3,813 $1.92M 1.66% 0 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 3,865 $1.92M 0.03% +556 13F-HR Timeline BRIDGEWAY CAPITAL MANAGEMENT, LLC More: the full row for BRIDGEWAY CAPITAL MANAGEMENT, LLC 3,860 $1.91M 0.04% 0 13F-HR Timeline GKV Capital Management Co., Inc. More: the full row for GKV Capital Management Co., Inc. 3,859 $1.91M 0.72% -96 13F-HR/A Timeline Richard Bernstein Advisors LLC More: the full row for Richard Bernstein Advisors LLC 3,852 $1.91M 0.06% 0 13F-HR Timeline SECURITY NATIONAL BANK OF SIOUX CITY IO… More: the full row for SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/ 3,845 $1.91M 1.13% -157 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 3,831 $1.9M 0.11% +27 13F-HR Timeline SITTNER & NELSON, LLC More: the full row for SITTNER & NELSON, LLC 3,820 $1.89M 0.69% 0 13F-HR Timeline Hardy Reed LLC More: the full row for Hardy Reed LLC 3,787 $1.88M 0.14% +39 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 3,755 $1.86M 0.03% -74 13F-HR Timeline SMITHBRIDGE ASSET MANAGEMENT INC/DE More: the full row for SMITHBRIDGE ASSET MANAGEMENT INC/DE 3,746 $1.86M 0.28% new 13F-HR Timeline Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 3,741 $1.85M 0.1% +1,100 13F-HR Timeline Haverford Financial Services, Inc. More: the full row for Haverford Financial Services, Inc. 3,736 $1.85M 0.55% -21 13F-HR Timeline RFG - Bristol Wealth Advisors, LLC More: the full row for RFG - Bristol Wealth Advisors, LLC 3,734 $1.85M 0.5% -222 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 3,721 $1.84M 0.07% -48 13F-HR Timeline Qtron Investments LLC More: the full row for Qtron Investments LLC 3,685 $1.83M 0.25% +267 13F-HR Timeline Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 3,591 $1.81M 0.12% -1,089 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 3,654 $1.81M 0.17% +308 13F-HR Timeline Group LOCKHEED MARTIN INVESTMENT MANAGEMENT CO More: the full row for LOCKHEED MARTIN INVESTMENT MANAGEMENT CO 3,650 $1.81M 0.07% +60 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 3,639 $1.8M 0.02% +120 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 3,618 $1.79M 0.03% +343 13F-HR Timeline 71 West Capital Partners More: the full row for 71 West Capital Partners 3,575 $1.77M 0.08% +877 13F-HR Timeline South Dakota Investment Council More: the full row for South Dakota Investment Council 3,555 $1.76M 0.03% -193 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 3,544 $1.76M 0.09% +39 13F-HR Timeline GRIFFIN ASSET MANAGEMENT, INC. More: the full row for GRIFFIN ASSET MANAGEMENT, INC. 3,524 $1.75M 0.2% +127 13F-HR Timeline Knollwood Investment Advisory, LLC More: the full row for Knollwood Investment Advisory, LLC 3,524 $1.75M 0.18% 0 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 3,519 $1.74M 0.12% +188 13F-HR Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 3,506 $1.74M <0.01% -827 13F-HR Timeline Group Northside Capital Management, LLC More: the full row for Northside Capital Management, LLC 3,506 $1.74M 0.15% 0 13F-HR Timeline MeadowBrook Investment Advisors LLC More: the full row for MeadowBrook Investment Advisors LLC 3,500 $1.74M 1.54% -74 13F-HR Timeline Silvant Capital Management LLC More: the full row for Silvant Capital Management LLC 3,457 $1.71M 0.06% +3,357 13F-HR Timeline STABLEFORD CAPITAL II LLC More: the full row for STABLEFORD CAPITAL II LLC 3,456 $1.71M 0.64% -270 13F-HR Timeline CANANDAIGUA NATIONAL CORP in group CANANDAIGUA NATIONAL BANK & T… More: the full row for CANANDAIGUA NATIONAL CORP 3,443 $1.71M 0.15% 13F-HR Timeline Group FIDUCIARY FAMILY OFFICE, LLC More: the full row for FIDUCIARY FAMILY OFFICE, LLC 3,438 $1.7M 0.49% +985 13F-HR Timeline Trium Capital LLP More: the full row for Trium Capital LLP 3,436 $1.7M 1.24% -1,696 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Turtle Creek Wealth Advisors, LLC More: the full row for Turtle Creek Wealth Advisors, LLC 3,432 $1.7M 0.13% +1,321 13F-HR Timeline SPIREPOINT PRIVATE CLIENT, LLC More: the full row for SPIREPOINT PRIVATE CLIENT, LLC 3,424 $1.7M 0.16% -95 13F-HR Timeline Kuhn & Co Investment Counsel More: the full row for Kuhn & Co Investment Counsel 3,423 $1.7M 1.09% 0 13F-HR Timeline CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 3,421 $1.7M 0.06% +626 13F-HR Timeline PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 3,385 $1.68M 0.02% -194 13F-HR Timeline Monte Financial Group, LLC More: the full row for Monte Financial Group, LLC 3,342 $1.66M 0.59% +84 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 3,341 $1.66M 0.05% -82 13F-HR Timeline ALERUS FINANCIAL NA More: the full row for ALERUS FINANCIAL NA 3,315 $1.64M 0.08% -1,303 13F-HR Timeline Rossmore Private Capital More: the full row for Rossmore Private Capital 3,291 $1.63M 0.14% -212 13F-HR Timeline Marion Wealth Management More: the full row for Marion Wealth Management 3,288 $1.63M 0.36% +54 13F-HR Timeline GLR Partners, LLC More: the full row for GLR Partners, LLC 3,286 $1.63M 0.89% 13F-HR Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 3,272 $1.62M 0.09% +99 13F-HR Timeline Linden Thomas Advisory Services, LLC More: the full row for Linden Thomas Advisory Services, LLC 3,270 $1.62M 0.16% +288 13F-HR Timeline Frec Markets, Inc. in group Frec Markets, Inc. More: the full row for Frec Markets, Inc. 3,270 $1.62M 0.28% +1,729 13F-HR Timeline Group Field & Main Bank More: the full row for Field & Main Bank 3,266 $1.62M 0.47% -27 13F-HR Timeline AAFMAA Wealth Management & Trust LLC More: the full row for AAFMAA Wealth Management & Trust LLC 3,255 $1.61M 0.63% -134 13F-HR Timeline Ferguson Shapiro LLC More: the full row for Ferguson Shapiro LLC 3,219 $1.6M 0.49% -871 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 3,217 $1.59M 0.11% +15 13F-HR Timeline Zhang Financial LLC More: the full row for Zhang Financial LLC 3,201 $1.59M 0.05% +442 13F-HR Timeline AMG National Trust Bank More: the full row for AMG National Trust Bank 3,197 $1.58M 0.03% +196 13F-HR Timeline HBW ADVISORY SERVICES LLC More: the full row for HBW ADVISORY SERVICES LLC 3,183 $1.58M 0.17% -344 13F-HR Timeline Supplemental Annuity Collective Trust o… More: the full row for Supplemental Annuity Collective Trust of NJ 3,162 $1.57M 0.44% new 13F-HR Timeline Aspire Private Capital, LLC More: the full row for Aspire Private Capital, LLC 3,156 $1.56M 0.35% -63 13F-HR Timeline PFW Advisors LLC More: the full row for PFW Advisors LLC 3,154 $1.56M 0.49% -2 13F-HR Timeline Confluence Wealth Services, Inc. More: the full row for Confluence Wealth Services, Inc. 3,141 $1.56M 0.06% +298 13F-HR Timeline Palisade Asset Management, LLC More: the full row for Palisade Asset Management, LLC 3,133 $1.55M 0.16% -145 13F-HR Timeline SPINNAKER TRUST More: the full row for SPINNAKER TRUST 3,132 $1.55M 0.09% -136 13F-HR Timeline BIP Wealth, LLC More: the full row for BIP Wealth, LLC 3,130 $1.55M 0.06% -273 13F-HR Timeline J. Stern & Co. LLP More: the full row for J. Stern & Co. LLP 3,112 $1.54M 0.15% -1,323,814 13F-HR Timeline Auto-Owners Insurance Co in group Auto-Owners Insurance Co More: the full row for Auto-Owners Insurance Co 3,111 $1.54M 0.03% +11 13F-HR Timeline Group DEAN INVESTMENT ASSOCIATES, LLC in group DEAN INVESTMENT ASSOCIATES, L… More: the full row for DEAN INVESTMENT ASSOCIATES, LLC 3,099 $1.54M 0.22% -192 13F-HR Timeline Group HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 3,078 $1.53M 0.02% +1,569 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 3,069 $1.52M 0.15% -300 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Arax Advisory Partners More: the full row for Arax Advisory Partners 3,045 $1.51M 0.04% -419 13F-HR Timeline Polymer Capital Management (HK) LTD More: the full row for Polymer Capital Management (HK) LTD 3,040 $1.51M 0.21% new 13F-HR Timeline LOS ANGELES CAPITAL MANAGEMENT LLC More: the full row for LOS ANGELES CAPITAL MANAGEMENT LLC 3,034 $1.5M 0.01% -99 13F-HR Timeline EVOLVE PRIVATE WEALTH, LLC More: the full row for EVOLVE PRIVATE WEALTH, LLC 3,029 $1.5M 0.08% +864 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 3,019 $1.5M 0.03% +143 13F-HR Timeline Group US Asset Management LLC More: the full row for US Asset Management LLC 3,015 $1.49M 1.3% -16 13F-HR Timeline Advisors Asset Management, Inc. More: the full row for Advisors Asset Management, Inc. 3,012 $1.49M 0.02% -2,266 13F-HR Timeline LORING WOLCOTT & COOLIDGE FIDUCIARY ADV… More: the full row for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 2,967 $1.49M 0.01% -41 13F-HR Timeline VUB Generali dochodkova spravcovska spo… More: the full row for VUB Generali dochodkova spravcovska spolocnost, a.s. 2,997 $1.49M 1.17% -171 13F-HR Timeline Strategic Investment Advisors / MI More: the full row for Strategic Investment Advisors / MI 2,991 $1.48M 0.1% +1,506 13F-HR Timeline Marble Wealth, LLC More: the full row for Marble Wealth, LLC 2,986 $1.48M 0.26% -942 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 2,984 $1.48M 0.05% +189 13F-HR Timeline Clear Harbor Asset Management, LLC More: the full row for Clear Harbor Asset Management, LLC 2,983 $1.48M 0.1% -27 13F-HR Timeline Bluebird Wealth Management LLC More: the full row for Bluebird Wealth Management LLC 2,973 $1.47M 1.51% -11 13F-HR Timeline McMillan Office, Inc. More: the full row for McMillan Office, Inc. 2,961 $1.47M 0.19% 0 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 2,954 $1.46M 0.03% +68 13F-HR Timeline Level Financial Advisors More: the full row for Level Financial Advisors 2,937 $1.46M 0.37% new 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 2,918 $1.45M 0.08% +233 13F-HR Timeline Group Fortis Group Advisors, LLC More: the full row for Fortis Group Advisors, LLC 2,883 $1.44M 0.24% 0 13F-HR Timeline F/m Investments LLC More: the full row for F/m Investments LLC 2,889 $1.43M 0.1% -2,410 13F-HR Timeline Consilium Wealth Advisory, LLC More: the full row for Consilium Wealth Advisory, LLC 2,889 $1.43M 0.49% +1,397 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 2,884 $1.43M 0.15% +706 13F-HR Timeline HANCOCK WHITNEY CORP More: the full row for HANCOCK WHITNEY CORP 2,851 $1.43M 0.02% -13 13F-HR Timeline Waterloo Capital, L.P. More: the full row for Waterloo Capital, L.P. 2,867 $1.42M 0.1% +771 13F-HR Timeline TRUST POINT INC. More: the full row for TRUST POINT INC. 2,860 $1.42M 0.12% +347 13F-HR Timeline Value Partners Investments Inc. More: the full row for Value Partners Investments Inc. 2,857 $1.42M 0.11% +277 13F-HR Timeline