W ADVISORS, LLC More: the full row for W ADVISORS, LLC 3,489 $1.78M 0.81% 0 13F-HR Timeline MIRAMONTES CAPITAL, LLC More: the full row for MIRAMONTES CAPITAL, LLC 3,486 $1.78M 0.55% +178 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 3,482 $1.77M 0.03% -255 13F-HR Timeline PRIVATE MANAGEMENT GROUP INC More: the full row for PRIVATE MANAGEMENT GROUP INC 3,480 $1.77M 0.05% -24 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 3,452 $1.76M 0.07% -45 13F-HR Timeline Group Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 3,438 $1.75M 0.22% +35 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 3,401 $1.73M 0.08% +43 13F-HR Timeline American Trust Investment Advisors, LLC More: the full row for American Trust Investment Advisors, LLC 3,390 $1.73M 0.85% +135 13F-HR Timeline Weaver C. Barksdale & Associates, Inc. More: the full row for Weaver C. Barksdale & Associates, Inc. 3,385 $1.72M 1.55% -11 13F-HR Timeline Arvest Bank Trust Division More: the full row for Arvest Bank Trust Division 3,373 $1.72M 0.08% -218 13F-HR Timeline Copley Financial Group, Inc. More: the full row for Copley Financial Group, Inc. 3,363 $1.71M 1.04% 0 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 3,362 $1.71M 0.19% 0 13F-HR Timeline Thrive Wealth Management, LLC More: the full row for Thrive Wealth Management, LLC 3,359 $1.71M 0.22% +473 13F-HR Timeline CHILTON CAPITAL MANAGEMENT LLC More: the full row for CHILTON CAPITAL MANAGEMENT LLC 3,358 $1.71M 0.05% -280 13F-HR Timeline FIRST NATIONAL BANK & TRUST CO OF NEWTO… More: the full row for FIRST NATIONAL BANK & TRUST CO OF NEWTOWN 2,927 $1.71M 0.35% 0 13F-HR Timeline SummitTX Capital, L.P. More: the full row for SummitTX Capital, L.P. 3,335 $1.7M 0.04% -18,086 13F-HR Timeline Maia Wealth LLC More: the full row for Maia Wealth LLC 3,332 $1.7M 0.25% +30 13F-HR Timeline Alta Wealth Advisors LLC More: the full row for Alta Wealth Advisors LLC 3,330 $1.7M 0.46% -95 13F-HR Timeline CYPRESS FINANCIAL PLANNING LLC More: the full row for CYPRESS FINANCIAL PLANNING LLC 3,327 $1.69M 0.42% +258 13F-HR Timeline Nilsine Partners, LLC More: the full row for Nilsine Partners, LLC 3,324 $1.69M 0.12% -59 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 3,313 $1.69M 0.06% +168 13F-HR Timeline Wealth Quarterback LLC More: the full row for Wealth Quarterback LLC 3,309 $1.69M 0.52% +213 13F-HR Timeline OpenArc Corporate Advisory, LLC More: the full row for OpenArc Corporate Advisory, LLC 3,302 $1.68M 0.02% -73 13F-HR Timeline Cohen Klingenstein LLC More: the full row for Cohen Klingenstein LLC 3,300 $1.68M 0.05% 0 13F-HR Timeline INCEPTIONR LLC More: the full row for INCEPTIONR LLC 3,298 $1.68M 0.41% +1,498 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 3,298 $1.68M 0.16% +549 13F-HR Timeline TCW GROUP INC in group TCW GROUP INC More: the full row for TCW GROUP INC 3,295 $1.68M 0.01% +57 13F-HR Timeline Group Taylor Financial Group, Inc. More: the full row for Taylor Financial Group, Inc. 3,279 $1.67M 0.92% 0 13F-HR Timeline DIVIDEND ASSETS CAPITAL, LLC More: the full row for DIVIDEND ASSETS CAPITAL, LLC 3,269 $1.67M 0.32% -867 13F-HR Timeline STANSBERRY ASSET MANAGEMENT, LLC More: the full row for STANSBERRY ASSET MANAGEMENT, LLC 3,265 $1.66M 0.15% new 13F-HR Timeline Juno Financial Group LLC More: the full row for Juno Financial Group LLC 3,256 $1.66M 0.59% -29 13F-HR Timeline Symphony Financial, Ltd. Co. More: the full row for Symphony Financial, Ltd. Co. 3,287 $1.65M 0.18% -134 13F-HR Timeline Pflug Koory, LLC More: the full row for Pflug Koory, LLC 3,236 $1.65M 0.66% 0 13F-HR Timeline Richwood Investment Advisors, LLC More: the full row for Richwood Investment Advisors, LLC 3,235 $1.65M 1.16% -119 13F-HR Timeline Sound View Wealth Advisors Group, LLC More: the full row for Sound View Wealth Advisors Group, LLC 3,230 $1.65M 0.1% -264 13F-HR Timeline Segment Wealth Management, LLC More: the full row for Segment Wealth Management, LLC 3,223 $1.64M 0.09% -4 13F-HR Timeline Crossmark Global Holdings, Inc. More: the full row for Crossmark Global Holdings, Inc. 3,220 $1.64M 0.02% -4,181 13F-HR Timeline Trivium Point Advisory, LLC More: the full row for Trivium Point Advisory, LLC 3,215 $1.64M 0.15% +107 13F-HR Timeline EXCALIBUR MANAGEMENT CORP More: the full row for EXCALIBUR MANAGEMENT CORP 3,214 $1.64M 0.54% -20 13F-HR Timeline Roxbury Financial LLC More: the full row for Roxbury Financial LLC 3,199 $1.63M 1.29% +14 13F-HR Timeline P.A.W. CAPITAL CORP More: the full row for P.A.W. CAPITAL CORP 3,194 $1.63M 1.25% -60 13F-HR/A Timeline Tyche Wealth Partners LLC More: the full row for Tyche Wealth Partners LLC 3,190 $1.62M 0.23% +45 13F-HR Timeline UHLMANN PRICE SECURITIES, LLC More: the full row for UHLMANN PRICE SECURITIES, LLC 3,189 $1.62M 0.06% +83 13F-HR Timeline Cornell Pochily Investment Advisors, In… More: the full row for Cornell Pochily Investment Advisors, Inc. 3,183 $1.62M 0.44% +9 13F-HR Timeline Kerrisdale Advisers, LLC More: the full row for Kerrisdale Advisers, LLC 3,180 $1.62M 0.41% new 13F-HR Timeline SECURED RETIREMENT ADVISORS, LLC More: the full row for SECURED RETIREMENT ADVISORS, LLC 3,175 $1.62M 0.83% -34 13F-HR Timeline Herold Advisors, Inc. More: the full row for Herold Advisors, Inc. 3,174 $1.62M 0.32% -367 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 3,160 $1.61M 0.03% -1,301 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 3,160 $1.61M 0.03% -416 13F-HR Timeline Group ASHTON THOMAS SECURITIES, LLC More: the full row for ASHTON THOMAS SECURITIES, LLC 3,156 $1.61M 0.24% -360 13F-HR Timeline Carlton Hofferkamp & Jenks Wealth Manag… More: the full row for Carlton Hofferkamp & Jenks Wealth Management, LLC 3,112 $1.6M 0.52% -53 13F-HR Timeline Griffith & Werner, Inc. More: the full row for Griffith & Werner, Inc. 3,138 $1.6M 0.75% +147 13F-HR Timeline BRANDYWINE OAK PRIVATE WEALTH LLC More: the full row for BRANDYWINE OAK PRIVATE WEALTH LLC 3,126 $1.59M 0.12% -38 13F-HR Timeline Ark Wealth Advisors LLC More: the full row for Ark Wealth Advisors LLC 3,124 $1.59M 1.41% +382 13F-HR Timeline ACCESS FINANCIAL SERVICES, INC. More: the full row for ACCESS FINANCIAL SERVICES, INC. 3,109 $1.58M 0.52% +678 13F-HR Timeline READYSTATE ASSET MANAGEMENT LP More: the full row for READYSTATE ASSET MANAGEMENT LP 3,109 $1.58M 0.06% new 13F-HR Timeline Keystone Financial Group More: the full row for Keystone Financial Group 3,104 $1.58M 0.09% -215 13F-HR Timeline Frederick Financial Consultants, LLC More: the full row for Frederick Financial Consultants, LLC 3,075 $1.57M 0.66% +4 13F-HR Timeline Beaumont Asset Management, L.L.C. More: the full row for Beaumont Asset Management, L.L.C. 3,067 $1.56M 0.61% +107 13F-HR Timeline BigSur Wealth Management LLC More: the full row for BigSur Wealth Management LLC 3,065 $1.56M 0.38% -65 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 3,054 $1.56M 0.31% +156 13F-HR Timeline CSS LLC/IL More: the full row for CSS LLC/IL 3,050 $1.55M 0.07% +1,230 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 3,022 $1.54M 0.12% +8 13F-HR Timeline KEYNOTE FINANCIAL SERVICES LLC More: the full row for KEYNOTE FINANCIAL SERVICES LLC 3,012 $1.53M 0.72% -45 13F-HR Timeline PARR MCKNIGHT WEALTH MANAGEMENT GROUP, … More: the full row for PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC 3,010 $1.53M 0.18% +38 13F-HR Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 2,998 $1.53M 0.08% -62 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 2,996 $1.53M 0.13% +106 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 2,984 $1.52M 0.02% +26 13F-HR Timeline BEARING POINT CAPITAL, LLC More: the full row for BEARING POINT CAPITAL, LLC 2,983 $1.52M 0.21% -145 13F-HR Timeline RMG Wealth Management LLC More: the full row for RMG Wealth Management LLC 2,500 $1.52M 0.16% 0 13F-HR Timeline SCHMIDT P J INVESTMENT MANAGEMENT INC More: the full row for SCHMIDT P J INVESTMENT MANAGEMENT INC 2,952 $1.5M 0.23% +235 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 2,949 $1.5M 0.02% +175 13F-HR Timeline LOS ANGELES CAPITAL MANAGEMENT LLC More: the full row for LOS ANGELES CAPITAL MANAGEMENT LLC 2,949 $1.5M 0.01% -134,235 13F-HR Timeline CRAWFORD INVESTMENT COUNSEL INC More: the full row for CRAWFORD INVESTMENT COUNSEL INC 2,948 $1.5M 0.03% -13 13F-HR Timeline FIRST MANHATTAN CO. LLC. More: the full row for FIRST MANHATTAN CO. LLC. 2,947 $1.5M <0.01% -504 13F-HR Timeline Quantbot Technologies LP More: the full row for Quantbot Technologies LP 2,937 $1.5M 0.06% +1,557 13F-HR Timeline RiverFront Investment Group, LLC More: the full row for RiverFront Investment Group, LLC 2,936 $1.5M 0.02% +264 13F-HR Timeline CX Institutional More: the full row for CX Institutional 2,935 $1.5M 0.04% -16,506 13F-HR Timeline CHRISTINE MESSMER PC More: the full row for CHRISTINE MESSMER PC 2,929 $1.49M 0.84% +233 13F-HR Timeline Brown Miller Wealth Management, LLC More: the full row for Brown Miller Wealth Management, LLC 2,921 $1.49M 0.37% -188 13F-HR Timeline TOWNSQUARE CAPITAL LLC More: the full row for TOWNSQUARE CAPITAL LLC 2,918 $1.49M 0.27% +116 13F-HR Timeline AFT, FORSYTH & COMPANY, INC. More: the full row for AFT, FORSYTH & COMPANY, INC. 2,913 $1.48M 0.71% -400 13F-HR Timeline Coastwise Capital Group, LLC More: the full row for Coastwise Capital Group, LLC 2,910 $1.48M 0.86% +8 13F-HR Timeline KILEY JUERGENS WEALTH MANAGEMENT, LLC More: the full row for KILEY JUERGENS WEALTH MANAGEMENT, LLC 2,904 $1.48M 0.23% +25 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 2,904 $1.48M 0.03% +279 13F-HR Timeline PATTEN & PATTEN INC/TN More: the full row for PATTEN & PATTEN INC/TN 2,897 $1.48M 0.08% +26 13F-HR Timeline CMH Wealth Management LLC More: the full row for CMH Wealth Management LLC 2,886 $1.47M 0.22% +201 13F-HR Timeline Wealth Intelligence, LLC More: the full row for Wealth Intelligence, LLC 2,879 $1.47M 0.68% +538 13F-HR Timeline EVOLVE PRIVATE WEALTH, LLC More: the full row for EVOLVE PRIVATE WEALTH, LLC 2,853 $1.46M 0.09% -2,140 13F-HR Timeline one8zero8, LLC More: the full row for one8zero8, LLC 2,850 $1.45M 0.29% 0 13F-HR Timeline Pullen Investment Management, LLC More: the full row for Pullen Investment Management, LLC 2,839 $1.45M 0.67% +34 13F-HR Timeline Sippican Capital Advisors More: the full row for Sippican Capital Advisors 2,837 $1.45M 0.88% 0 13F-HR Timeline Bison Wealth, LLC More: the full row for Bison Wealth, LLC 2,686 $1.45M 0.13% -328 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 2,834 $1.44M 0.13% +11 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 2,759 $1.44M 0.04% +5 13F-HR Timeline Pines Wealth Management, LLC More: the full row for Pines Wealth Management, LLC 2,833 $1.44M 0.42% +23 13F-HR Timeline ROBERTS GLORE & CO INC /IL/ More: the full row for ROBERTS GLORE & CO INC /IL/ 2,830 $1.44M 0.36% +119 13F-HR Timeline GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 2,823 $1.44M 0.27% +33 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 2,852 $1.43M 0.05% 0 13F-HR Timeline NorthCoast Asset Management LLC More: the full row for NorthCoast Asset Management LLC 2,800 $1.43M 0.03% +70 13F-HR Timeline Baring Financial LLC More: the full row for Baring Financial LLC 2,798 $1.43M 0.79% +17 13F-HR Timeline MITCHELL MCLEOD PUGH & WILLIAMS INC More: the full row for MITCHELL MCLEOD PUGH & WILLIAMS INC 2,791 $1.42M 0.17% +450 13F-HR Timeline FAS Wealth Partners, Inc. More: the full row for FAS Wealth Partners, Inc. 2,780 $1.42M 0.07% -352 13F-HR Timeline First City Capital Management, Inc. More: the full row for First City Capital Management, Inc. 2,776 $1.41M 0.69% -20 13F-HR Timeline Acumen Wealth Advisors, LLC More: the full row for Acumen Wealth Advisors, LLC 2,775 $1.41M 0.3% +2,591 13F-HR Timeline Aureus Asset Management, LLC More: the full row for Aureus Asset Management, LLC 2,772 $1.41M 0.09% -63 13F-HR Timeline FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 2,770 $1.41M 0.07% -30 13F-HR Timeline Emerald Advisors, LLC More: the full row for Emerald Advisors, LLC 2,765 $1.41M 0.18% +10 13F-HR Timeline MILESTONE ASSET MANAGEMENT, LLC More: the full row for MILESTONE ASSET MANAGEMENT, LLC 2,756 $1.4M 0.22% +300 13F-HR Timeline Mendel Capital Management LLC More: the full row for Mendel Capital Management LLC 2,753 $1.4M 0.63% +3 13F-HR Timeline Archford Capital Strategies, LLC More: the full row for Archford Capital Strategies, LLC 2,743 $1.4M 0.14% -12 13F-HR Timeline HIMENSION CAPITAL (SINGAPORE) PTE. LTD. More: the full row for HIMENSION CAPITAL (SINGAPORE) PTE. LTD. 2,741 $1.4M 0.09% +1,705 13F-HR Timeline Bull Harbor Capital LLC More: the full row for Bull Harbor Capital LLC 2,736 $1.39M 0.27% -75 13F-HR Timeline AEGON ASSET MANAGEMENT UK Plc More: the full row for AEGON ASSET MANAGEMENT UK Plc 2,735 $1.39M 0.01% +58 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. FIRST FINANCIAL CORP /IN/ More: the full row for FIRST FINANCIAL CORP /IN/ 2,733 $1.39M 0.48% -50 13F-HR Timeline Intrua Financial, LLC More: the full row for Intrua Financial, LLC 2,732 $1.39M 0.13% -242 13F-HR Timeline Financial Harvest, LLC More: the full row for Financial Harvest, LLC 2,727 $1.39M 0.57% +777 13F-HR Timeline MOORE CAPITAL MANAGEMENT, LP More: the full row for MOORE CAPITAL MANAGEMENT, LP 2,722 $1.39M 0.03% new 13F-HR Timeline Stonebridge Financial Group, LLC/CA More: the full row for Stonebridge Financial Group, LLC/CA 2,719 $1.39M 0.19% 13F-HR Timeline PATRON PARTNERS, LLC More: the full row for PATRON PARTNERS, LLC 2,717 $1.38M 0.53% +72 13F-HR Timeline Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 2,715 $1.38M 0.38% +411 13F-HR Timeline True North Advisors, LLC More: the full row for True North Advisors, LLC 2,711 $1.38M 0.13% -667 13F-HR Timeline Schrum Private Wealth Management LLC More: the full row for Schrum Private Wealth Management LLC 2,904 $1.38M 1.42% -180 13F-HR Timeline CAHILL FINANCIAL ADVISORS INC More: the full row for CAHILL FINANCIAL ADVISORS INC 2,703 $1.38M 0.13% -132 13F-HR Timeline NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 2,691 $1.37M 0.11% +249 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 2,679 $1.36M 0.01% -809 13F-HR Timeline Markowski Investments More: the full row for Markowski Investments 2,677 $1.36M 0.3% 13F-HR Timeline First Western Trust Bank More: the full row for First Western Trust Bank 2,675 $1.36M 0.07% -90 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 2,669 $1.36M 0.06% +122 13F-HR Timeline BNP PARIBAS ASSET MANAGEMENT Holding S.… in group BNP PARIBAS ASSET MANAGEMENT … More: the full row for BNP PARIBAS ASSET MANAGEMENT Holding S.A. 2,668 $1.36M <0.01% +177 13F-HR Timeline Group Hartford Funds Management Co LLC More: the full row for Hartford Funds Management Co LLC 2,661 $1.36M 0.11% -156 13F-HR Timeline Churchill Financial Advisors, LLC More: the full row for Churchill Financial Advisors, LLC 2,657 $1.35M 0.26% 0 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 2,652 $1.35M 0.03% -390 13F-HR Timeline Group HORAN Wealth, LLC More: the full row for HORAN Wealth, LLC 2,647 $1.35M 0.17% -2,569 13F-HR/A Timeline LITTLE HOUSE CAPITAL LLC More: the full row for LITTLE HOUSE CAPITAL LLC 2,646 $1.35M 0.3% +49 13F-HR Timeline Nicholas Hoffman & Company, LLC. More: the full row for Nicholas Hoffman & Company, LLC. 2,641 $1.35M 0.03% -88 13F-HR Timeline Odyssey Group, LLC More: the full row for Odyssey Group, LLC 2,640 $1.34M 0.36% 13F-HR Timeline Kozak & Associates, Inc. More: the full row for Kozak & Associates, Inc. 2,573 $1.34M 0.23% +17 13F-HR Timeline Texas Bank & Trust Co More: the full row for Texas Bank & Trust Co 2,633 $1.34M 0.44% -35 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 2,585 $1.34M 0.06% -206 13F-HR Timeline Innovative Asset Advisors Group, LLC More: the full row for Innovative Asset Advisors Group, LLC 2,622 $1.34M 0.58% +17 13F-HR Timeline Smart Money Group LLC More: the full row for Smart Money Group LLC 2,601 $1.33M 0.34% +184 13F-HR Timeline Triad Wealth Partners, LLC More: the full row for Triad Wealth Partners, LLC 2,255 $1.32M 0.08% -274 13F-HR Timeline Texas Yale Capital Corp. More: the full row for Texas Yale Capital Corp. 2,594 $1.32M 0.03% +90 13F-HR Timeline Verity Asset Management, Inc. More: the full row for Verity Asset Management, Inc. 2,586 $1.32M 0.5% -72 13F-HR Timeline EAGLE ROCK INVESTMENT COMPANY, LLC More: the full row for EAGLE ROCK INVESTMENT COMPANY, LLC 2,577 $1.31M 0.16% -92 13F-HR Timeline THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 2,574 $1.31M 0.06% -7 13F-HR Timeline Oak Harvest Investment Services More: the full row for Oak Harvest Investment Services 2,567 $1.31M 0.12% +19 13F-HR Timeline Violich Capital Management, Inc. More: the full row for Violich Capital Management, Inc. 2,560 $1.3M 0.14% -850 13F-HR Timeline Davis Capital Management More: the full row for Davis Capital Management 2,560 $1.3M 0.77% +329 13F-HR Timeline Claro Advisors Inc. More: the full row for Claro Advisors Inc. 2,559 $1.3M 0.14% -159 13F-HR Timeline CHAPIN DAVIS, INC. More: the full row for CHAPIN DAVIS, INC. 2,558 $1.3M 0.23% +14 13F-HR Timeline YANKCOM Partnership More: the full row for YANKCOM Partnership 2,556 $1.3M 0.47% +37 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 2,543 $1.3M 0.06% +1,418 13F-HR Timeline Hillsdale Investment Management Inc. More: the full row for Hillsdale Investment Management Inc. 2,540 $1.29M 0.03% +400 13F-HR Timeline Orca Wealth Management, LLC More: the full row for Orca Wealth Management, LLC 2,537 $1.29M 0.78% 0 13F-HR Timeline Aquatic Capital Management LLC More: the full row for Aquatic Capital Management LLC 2,530 $1.29M 0.04% -2,588 13F-HR Timeline Aspire Growth Partners LLC More: the full row for Aspire Growth Partners LLC 2,527 $1.29M 0.75% -2 13F-HR Timeline LONGFELLOW INVESTMENT MANAGEMENT CO LLC More: the full row for LONGFELLOW INVESTMENT MANAGEMENT CO LLC 2,517 $1.28M 0.26% +2,507 13F-HR Timeline Frec Markets, Inc. in group Frec Markets, Inc. More: the full row for Frec Markets, Inc. 2,516 $1.28M 0.12% +318 13F-HR Timeline Group Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 2,445 $1.28M 0.12% +231 13F-HR Timeline Proficio Capital Partners LLC More: the full row for Proficio Capital Partners LLC 2,510 $1.28M 0.05% +786 13F-HR Timeline Oak Asset Management, LLC More: the full row for Oak Asset Management, LLC 2,504 $1.28M 0.41% +5 13F-HR Timeline Jupiter Wealth Management LLC More: the full row for Jupiter Wealth Management LLC 2,500 $1.27M 0.51% 0 13F-HR Timeline Guardian Wealth Management, Inc. More: the full row for Guardian Wealth Management, Inc. 2,499 $1.27M 0.63% -68 13F-HR Timeline COOKSON PEIRCE & CO INC More: the full row for COOKSON PEIRCE & CO INC 2,495 $1.27M 0.04% new 13F-HR Timeline AlTi Global, Inc. in group AlTi Global, Inc. More: the full row for AlTi Global, Inc. 2,486 $1.27M 0.03% +365 13F-HR Timeline Group Portside Wealth Group, LLC More: the full row for Portside Wealth Group, LLC 2,478 $1.26M 0.15% +194 13F-HR Timeline Impact Partnership Wealth, LLC More: the full row for Impact Partnership Wealth, LLC 2,474 $1.26M 0.12% +1,169 13F-HR Timeline X-Square Capital, LLC More: the full row for X-Square Capital, LLC 2,472 $1.26M 0.32% +57 13F-HR Timeline FIRST FINANCIAL BANK - TRUST DIVISION More: the full row for FIRST FINANCIAL BANK - TRUST DIVISION 2,461 $1.25M 0.09% -3 13F-HR Timeline Legal Advantage Investments, Inc. More: the full row for Legal Advantage Investments, Inc. 2,450 $1.25M 0.44% +50 13F-HR Timeline FARMERS & MERCHANTS TRUST Co OF LONG BE… More: the full row for FARMERS & MERCHANTS TRUST Co OF LONG BEACH 2,449 $1.25M 0.27% +10 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 2,447 $1.25M 0.11% -13 13F-HR Timeline GUERRA PAN ADVISORS, LLC More: the full row for GUERRA PAN ADVISORS, LLC 2,445 $1.25M 0.7% -537 13F-HR Timeline CIDEL ASSET MANAGEMENT INC More: the full row for CIDEL ASSET MANAGEMENT INC 2,443 $1.24M 0.06% +74 13F-HR Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 2,437 $1.24M <0.01% -345 13F-HR Timeline Challenger Wealth Management More: the full row for Challenger Wealth Management 2,430 $1.24M 0.91% +3 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 2,368 $1.24M 0.07% +357 13F-HR Timeline Marble Wealth, LLC More: the full row for Marble Wealth, LLC 2,423 $1.23M 0.19% +202 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 2,397 $1.22M 0.04% +2,384 13F-HR Timeline Chesley Taft & Associates LLC More: the full row for Chesley Taft & Associates LLC 2,391 $1.22M 0.05% +15 13F-HR Timeline ABN AMRO Bank N.V. in group ABN AMRO INVESTMENT SOLUTIONS More: the full row for ABN AMRO Bank N.V. 2,395 $1.22M 0.02% 0 13F-HR Timeline Group Purus Wealth Management, LLC More: the full row for Purus Wealth Management, LLC 2,382 $1.21M 0.33% -6 13F-HR Timeline Valley Brook Capital Group, Inc. More: the full row for Valley Brook Capital Group, Inc. 2,366 $1.21M 0.68% +45 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 2,354 $1.2M 0.03% -72 13F-HR Timeline BEESE FULMER INVESTMENT MANAGEMENT, INC. 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