Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 18,959 $1.84M 0.16% -3,475 13F-HR Timeline Mirador Capital Partners LP More: the full row for Mirador Capital Partners LP 18,919 $1.84M 0.3% -295 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 18,900 $1.84M 0.12% +1,421 13F-HR Timeline WCG Wealth Advisors LLC More: the full row for WCG Wealth Advisors LLC 18,805 $1.83M 0.12% -1,693 13F-HR Timeline HARBOR CAPITAL ADVISORS, INC. More: the full row for HARBOR CAPITAL ADVISORS, INC. 18,754 $1.83M 0.08% -110 13F-HR Timeline SHELTON WEALTH MANAGEMENT, LLC More: the full row for SHELTON WEALTH MANAGEMENT, LLC 18,734 $1.82M 0.92% +982 13F-HR Timeline SIG BROKERAGE, LP More: the full row for SIG BROKERAGE, LP 18,722 $1.82M 0.5% +6,136 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 18,472 $1.8M 0.04% 13F-HR Timeline TOCQUEVILLE ASSET MANAGEMENT L.P. in group TOCQUEVILLE ASSET MANAGEMENT … More: the full row for TOCQUEVILLE ASSET MANAGEMENT L.P. 18,361 $1.79M 0.03% -389 13F-HR Timeline Group VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 18,332 $1.78M 0.07% +13,505 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 18,208 $1.77M 0.05% +272 13F-HR Timeline One Charles Private Wealth Services, LLC More: the full row for One Charles Private Wealth Services, LLC 17,900 $1.74M 0.49% +13,900 13F-HR Timeline Fayez Sarofim & Co in group Fayez Sarofim & Co More: the full row for Fayez Sarofim & Co 17,805 $1.73M <0.01% +4,805 13F-HR Timeline Group Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 17,783 $1.73M 0.07% -1,547 13F-HR Timeline Prudent Man Advisors, LLC More: the full row for Prudent Man Advisors, LLC 17,752 $1.73M 0.55% +2,993 13F-HR Timeline Tradition Wealth Management, LLC More: the full row for Tradition Wealth Management, LLC 17,751 $1.73M 0.14% -144 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 17,741 $1.73M <0.01% +1,116 13F-HR Timeline Arista Wealth Management, LLC More: the full row for Arista Wealth Management, LLC 17,661 $1.72M 0.24% new 13F-HR Timeline ALPS ADVISORS INC in group ALPS ADVISORS INC More: the full row for ALPS ADVISORS INC 17,658 $1.72M 0.01% +121 13F-HR Timeline Group Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 17,621 $1.72M 0.01% +11,652 13F-HR Timeline Group Triangle Securities Wealth Management More: the full row for Triangle Securities Wealth Management 17,587 $1.71M 0.42% +46 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 17,566 $1.71M 0.12% -1,216 13F-HR Timeline National Wealth Management Group, LLC More: the full row for National Wealth Management Group, LLC 17,412 $1.69M 0.95% new 13F-HR Timeline TEALWOOD ASSET MANAGEMENT INC More: the full row for TEALWOOD ASSET MANAGEMENT INC 17,320 $1.69M 0.75% -387 13F-HR Timeline Caption Management, LLC More: the full row for Caption Management, LLC 17,200 $1.67M 0.15% +8,200 13F-HR Timeline CIM INVESTMENT MANAGEMENT INC More: the full row for CIM INVESTMENT MANAGEMENT INC 19,658 $1.67M 0.32% +9,812 13F-HR Timeline OneAscent Financial Services LLC group of 4 filers holding More: the full row for OneAscent Financial Services LLC 17,113 $1.67M +6,882 Timeline White Knight Strategic Wealth Advisors,… More: the full row for White Knight Strategic Wealth Advisors, LLC 16,960 $1.65M 1.4% -2,143 13F-HR Timeline IBEX WEALTH ADVISORS More: the full row for IBEX WEALTH ADVISORS 16,950 $1.65M 0.18% -64 13F-HR Timeline Sloy Dahl & Holst, LLC More: the full row for Sloy Dahl & Holst, LLC 16,930 $1.65M 0.23% -500 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 16,930 $1.65M 0.04% +2,119 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 16,870 $1.64M 0.08% -2,287 13F-HR Timeline ALPINE WOODS CAPITAL INVESTORS, LLC in group ALPINE WOODS CAPITAL INVESTOR… More: the full row for ALPINE WOODS CAPITAL INVESTORS, LLC 16,845 $1.64M 0.39% -442 13F-HR Timeline Group Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 16,843 $1.64M 0.03% -3,688 13F-HR Timeline 111 Capital More: the full row for 111 Capital 16,828 $1.64M 0.28% +6,244 13F-HR Timeline NOVEM GROUP More: the full row for NOVEM GROUP 16,815 $1.64M 0.21% -3,103 13F-HR Timeline LATHROP INVESTMENT MANAGEMENT CO More: the full row for LATHROP INVESTMENT MANAGEMENT CO 16,740 $1.63M 0.31% -32,611 13F-HR Timeline DELPHI MANAGEMENT INC /MA/ More: the full row for DELPHI MANAGEMENT INC /MA/ 16,662 $1.62M 1.57% -6 13F-HR Timeline NOESIS CAPITAL MANGEMENT CORP More: the full row for NOESIS CAPITAL MANGEMENT CORP 16,633 $1.62M 0.28% +60 13F-HR Timeline CLIFFORD SWAN INVESTMENT COUNSEL LLC More: the full row for CLIFFORD SWAN INVESTMENT COUNSEL LLC 16,560 $1.61M 0.06% -890 13F-HR Timeline MAVERICK CAPITAL LTD More: the full row for MAVERICK CAPITAL LTD 16,438 $1.6M 0.02% -679,011 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 16,174 $1.6M 0.04% +873 13F-HR/A Timeline Capstone Wealth Management Group LLC in group Capstone Wealth Management Gr… More: the full row for Capstone Wealth Management Group LLC 16,402 $1.6M 1.16% new 13F-HR Timeline Group Gould Capital, LLC More: the full row for Gould Capital, LLC 16,389 $1.6M 1.07% -1 13F-HR Timeline Tema ETFs LLC More: the full row for Tema ETFs LLC 16,332 $1.59M 0.42% +948 13F-HR Timeline CORNERCAP INVESTMENT COUNSEL INC More: the full row for CORNERCAP INVESTMENT COUNSEL INC 16,264 $1.58M 0.82% -424 13F-HR Timeline SYNOVUS FINANCIAL CORP More: the full row for SYNOVUS FINANCIAL CORP 16,258 $1.58M 0.02% +226 13F-HR Timeline MIDDLETON & CO INC/MA More: the full row for MIDDLETON & CO INC/MA 16,231 $1.58M 0.18% 0 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 16,126 $1.57M 0.07% +462 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 16,090 $1.57M 0.03% +361 13F-HR Timeline Group Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 16,077 $1.56M 0.02% +1,826 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 15,790 $1.56M 0.15% -80 13F-HR Timeline Goelzer Investment Management, Inc. More: the full row for Goelzer Investment Management, Inc. 15,953 $1.55M 0.09% new 13F-HR Timeline WESTPAC BANKING CORP in group WESTPAC BANKING CORP More: the full row for WESTPAC BANKING CORP 15,953 $1.55M 0.1% +5,969 13F-HR Timeline Group WINCAP FINANCIAL LLC More: the full row for WINCAP FINANCIAL LLC 15,950 $1.55M 1.25% -690 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 15,946 $1.55M 0.02% -1,673 13F-HR Timeline Group Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 15,900 $1.55M 0.05% -285 13F-HR Timeline TRUST CO OF OKLAHOMA More: the full row for TRUST CO OF OKLAHOMA 15,934 $1.55M 0.49% -9,844 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 15,882 $1.55M 0.05% -676 13F-HR Timeline Intellectus Partners, LLC More: the full row for Intellectus Partners, LLC 15,677 $1.53M 0.33% new 13F-HR Timeline Koss-Olinger Consulting, LLC More: the full row for Koss-Olinger Consulting, LLC 15,659 $1.52M 0.13% +19 13F-HR Timeline FORT WASHINGTON INVESTMENT ADVISORS INC… More: the full row for FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 15,653 $1.52M 0.01% -4,402 13F-HR Timeline Aspire Private Capital, LLC More: the full row for Aspire Private Capital, LLC 15,624 $1.52M 0.35% +5,570 13F-HR Timeline FIDUCIARY FAMILY OFFICE, LLC More: the full row for FIDUCIARY FAMILY OFFICE, LLC 15,603 $1.52M 0.5% +2,939 13F-HR Timeline NICOLET BANKSHARES INC group of 2 filers holding More: the full row for NICOLET BANKSHARES INC 15,651 $1.52M -56 Timeline Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 15,559 $1.51M 0.1% -18,181 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 15,520 $1.51M 0.23% -348 13F-HR Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 15,507 $1.51M 0.02% +4,758 13F-HR Timeline Group Fortis Group Advisors, LLC More: the full row for Fortis Group Advisors, LLC 15,831 $1.5M 0.27% +15,681 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 15,395 $1.49M 0.04% +863 13F-HR Timeline Sand Hill Global Advisors, LLC More: the full row for Sand Hill Global Advisors, LLC 15,260 $1.49M 0.06% new 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 15,259 $1.49M 0.19% +2,274 13F-HR Timeline KPP Advisory Services LLC More: the full row for KPP Advisory Services LLC 15,220 $1.48M 0.24% +3,072 13F-HR/A Timeline COMPASS CAPITAL CORP /MA/ /ADV More: the full row for COMPASS CAPITAL CORP /MA/ /ADV 19,837 $1.48M 0.7% 0 13F-HR Timeline Jefferies Financial Group Inc. in group Jefferies Financial Group Inc. More: the full row for Jefferies Financial Group Inc. 15,033 $1.46M 0.02% +9,345 13F-HR Timeline Group SoundView Advisors Inc. More: the full row for SoundView Advisors Inc. 14,968 $1.46M 0.54% +267 13F-HR Timeline Trust Asset Management LLC More: the full row for Trust Asset Management LLC 14,872 $1.45M 0.11% 0 13F-HR Timeline ENCOMPASS WEALTH ADVISORS, LLC More: the full row for ENCOMPASS WEALTH ADVISORS, LLC 14,818 $1.44M 0.53% +7 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 14,766 $1.44M 0.04% +458 13F-HR Timeline Fort Point Capital Partners LLC More: the full row for Fort Point Capital Partners LLC 14,727 $1.44M 0.14% -98 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. 14,708 $1.43M 0.03% -172 13F-HR Timeline Group Gold Investment Management Ltd. More: the full row for Gold Investment Management Ltd. 14,666 $1.43M 0.54% +5,063 13F-HR Timeline BAMCO INC /NY/ in group Baron Capital More: the full row for BAMCO INC /NY/ 14,568 $1.42M <0.01% +5,549 13F-HR Timeline Group NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 14,567 $1.42M 0.15% -47,582 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 14,511 $1.41M 0.18% +11,307 13F-HR Timeline KRS Capital Management, LLC More: the full row for KRS Capital Management, LLC 14,498 $1.41M 0.94% new 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 14,465 $1.41M 0.16% +153 13F-HR Timeline First Commonwealth Financial Corp /PA/ in group First Commonwealth Financial … More: the full row for First Commonwealth Financial Corp /PA/ 14,450 $1.41M 0.3% +169 13F-HR Timeline Group Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 14,318 $1.39M 0.09% +610 13F-HR Timeline Penobscot Investment Management Company… More: the full row for Penobscot Investment Management Company, Inc. 14,290 $1.39M 0.12% 0 13F-HR Timeline ARGONAUTICA PRIVATE WEALTH MANAGEMENT, … More: the full row for ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC 14,283 $1.39M 0.44% -30 13F-HR Timeline JT Stratford LLC More: the full row for JT Stratford LLC 14,248 $1.39M 0.21% -312 13F-HR Timeline Roberts Capital Advisors, LLC More: the full row for Roberts Capital Advisors, LLC 14,230 $1.39M 1.03% 0 13F-HR Timeline AlphaStar Capital Management, LLC More: the full row for AlphaStar Capital Management, LLC 14,204 $1.38M 0.1% new 13F-HR Timeline Fulton Bank, N.A. More: the full row for Fulton Bank, N.A. 14,146 $1.38M 0.05% -110 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 14,090 $1.37M 0.33% -115 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 14,045 $1.37M 0.07% +8,453 13F-HR Timeline Group SECURITY NATIONAL BANK OF SIOUX CITY IO… More: the full row for SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/ 14,061 $1.37M 0.96% +2,345 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 13,944 $1.36M 0.04% +325 13F-HR Timeline FCG Investment Co More: the full row for FCG Investment Co 13,924 $1.36M 0.71% +4,908 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 14,067 $1.35M 0.12% +493 13F-HR Timeline Sompo Asset Management Co., Ltd. More: the full row for Sompo Asset Management Co., Ltd. 13,760 $1.34M 0.23% +9,490 13F-HR Timeline KANE INVESTMENT MANAGEMENT, INC. More: the full row for KANE INVESTMENT MANAGEMENT, INC. 13,702 $1.34M 0.7% -1,215 13F-HR Timeline Bridgefront Capital, LLC More: the full row for Bridgefront Capital, LLC 13,528 $1.32M 0.35% +4,850 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 13,470 $1.31M 0.03% -2,751 13F-HR/A Timeline CAPITAL FUND MANAGEMENT S.A. More: the full row for CAPITAL FUND MANAGEMENT S.A. 13,501 $1.31M 0.01% -421,505 13F-HR Timeline MCDANIEL TERRY & CO More: the full row for MCDANIEL TERRY & CO 13,500 $1.31M 0.11% -690 13F-HR Timeline MILESTONE ASSET MANAGEMENT, LLC More: the full row for MILESTONE ASSET MANAGEMENT, LLC 13,443 $1.31M 0.28% +210 13F-HR Timeline GRIES FINANCIAL LLC More: the full row for GRIES FINANCIAL LLC 13,400 $1.3M 0.24% +1,638 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 13,370 $1.3M 0.01% -407 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 13,310 $1.3M 0.08% -39 13F-HR Timeline Brown Financial Advisors More: the full row for Brown Financial Advisors 13,297 $1.29M 0.51% +403 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 13,275 $1.29M 0.1% -1,180 13F-HR Timeline Legacy Wealth Asset Management, LLC More: the full row for Legacy Wealth Asset Management, LLC 13,242 $1.29M 0.33% -1 13F-HR Timeline AtlasMark Financial, Inc More: the full row for AtlasMark Financial, Inc 13,000 $1.27M 0.96% 0 13F-HR Timeline RENAISSANCE GROUP LLC More: the full row for RENAISSANCE GROUP LLC 12,938 $1.26M 0.05% -362 13F-HR Timeline Legacy Capital Group California, Inc. More: the full row for Legacy Capital Group California, Inc. 12,913 $1.26M 0.35% -9,091 13F-HR Timeline LAKE STREET PRIVATE WEALTH, LLC More: the full row for LAKE STREET PRIVATE WEALTH, LLC 12,889 $1.25M 0.18% new 13F-HR Timeline Impax Asset Management Group plc in group Impax Asset Management Group … More: the full row for Impax Asset Management Group plc 12,813 $1.25M 0.01% new 13F-HR Timeline Group BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 12,799 $1.25M 0.01% +2,506 13F-HR Timeline Group Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 12,770 $1.24M 0.13% +1,666 13F-HR Timeline Choate Investment Advisors More: the full row for Choate Investment Advisors 12,749 $1.24M 0.03% -51 13F-HR Timeline Financiere des Professionnels - Fonds d… More: the full row for Financiere des Professionnels - Fonds d'investissement inc. 12,636 $1.23M 0.07% new 13F-HR/A Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 12,558 $1.22M 0.21% -371 13F-HR Timeline Group SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 12,558 $1.22M 0.03% -138 13F-HR Timeline Clarius Group, LLC More: the full row for Clarius Group, LLC 12,549 $1.22M 0.07% -504 13F-HR Timeline WILLNER & HELLER, LLC More: the full row for WILLNER & HELLER, LLC 12,526 $1.22M 1.03% +1,350 13F-HR Timeline Bedell Frazier Investment Counselling, … More: the full row for Bedell Frazier Investment Counselling, LLC 12,445 $1.21M 0.3% -995 13F-HR Timeline ICONIQ Capital, LLC in group ICONIQ Capital, LLC More: the full row for ICONIQ Capital, LLC 12,426 $1.21M 0.02% +374 13F-HR Timeline Group Chicago Capital, LLC More: the full row for Chicago Capital, LLC 12,417 $1.21M 0.03% -18 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 12,408 $1.21M 0.08% new 13F-HR Timeline ABN AMRO Bank N.V. More: the full row for ABN AMRO Bank N.V. 12,324 $1.2M 0.02% +280 13F-HR Timeline PRELUDE CAPITAL MANAGEMENT, LLC More: the full row for PRELUDE CAPITAL MANAGEMENT, LLC 12,347 $1.2M 0.12% +4,391 13F-HR Timeline denkapparat Operations GmbH More: the full row for denkapparat Operations GmbH 12,346 $1.2M 0.96% +1,190 13F-HR Timeline Davis Selected Advisers More: the full row for Davis Selected Advisers 12,280 $1.2M 0.01% 0 13F-HR Timeline LOM Asset Management Ltd More: the full row for LOM Asset Management Ltd 12,256 $1.19M 0.4% 13F-HR/A Timeline Centennial Bank/AR/ in group Centennial Bank/AR/ More: the full row for Centennial Bank/AR/ 12,250 $1.19M 0.5% -165 13F-HR/A Timeline Group ARVEST INVESTMENTS, INC. More: the full row for ARVEST INVESTMENTS, INC. 12,242 $1.19M 0.18% -4,776 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 12,236 $1.19M 0.03% +337 13F-HR Timeline ORRSTOWN FINANCIAL SERVICES INC More: the full row for ORRSTOWN FINANCIAL SERVICES INC 12,186 $1.19M 0.25% +907 13F-HR Timeline Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 12,071 $1.18M 0.05% +41 13F-HR Timeline Boxwood Ventures, Inc. More: the full row for Boxwood Ventures, Inc. 11,990 $1.17M 1.51% 0 13F-HR Timeline American State Bank (Iowa) More: the full row for American State Bank (Iowa) 12,000 $1.17M 0.65% 0 13F-HR Timeline Dakota Wealth Management More: the full row for Dakota Wealth Management 11,953 $1.16M 0.02% -3,020 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 11,943 $1.16M 0.03% +6,658 13F-HR Timeline Avantax Planning Partners, Inc. More: the full row for Avantax Planning Partners, Inc. 11,939 $1.16M 0.04% +1,527 13F-HR Timeline Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 11,504 $1.16M 0.18% new 13F-HR Timeline Procyon Advisors, LLC More: the full row for Procyon Advisors, LLC 11,927 $1.16M 0.11% -5,232 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 11,898 $1.16M 0.04% -17,011 13F-HR Timeline COMMERZBANK AKTIENGESELLSCHAFT /FI More: the full row for COMMERZBANK AKTIENGESELLSCHAFT /FI 11,907 $1.16M 0.03% -128 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 11,854 $1.16M 0.04% +5,575 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 11,835 $1.15M 0.04% -587 13F-HR Timeline Group Jackson Creek Investment Advisors LLC More: the full row for Jackson Creek Investment Advisors LLC 11,723 $1.14M 0.31% +1,714 13F-HR Timeline HARRELL INVESTMENT PARTNERS, LLC More: the full row for HARRELL INVESTMENT PARTNERS, LLC 11,660 $1.13M 0.29% +6,660 13F-HR Timeline Creekmur Asset Management LLC More: the full row for Creekmur Asset Management LLC 11,617 $1.13M 0.2% +3,417 13F-HR Timeline Abundance Wealth Counselors More: the full row for Abundance Wealth Counselors 11,537 $1.12M 0.21% +124 13F-HR Timeline Alpha Family Trust in group Alpha Family Trust More: the full row for Alpha Family Trust 11,500 $1.12M 0.55% 0 13F-HR Timeline Group Huntleigh Advisors, Inc. More: the full row for Huntleigh Advisors, Inc. 11,400 $1.11M 0.21% +1,400 13F-HR Timeline Pathway Financial Advisers, LLC More: the full row for Pathway Financial Advisers, LLC 11,393 $1.11M 0.36% +96 13F-HR Timeline Segment Wealth Management, LLC More: the full row for Segment Wealth Management, LLC 11,370 $1.11M 0.07% -9,040 13F-HR Timeline SCOTIA CAPITAL INC. More: the full row for SCOTIA CAPITAL INC. 11,362 $1.11M 0.01% -9,284 13F-HR Timeline BSW Wealth Partners More: the full row for BSW Wealth Partners 11,327 $1.1M 0.15% +307 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 11,277 $1.1M 0.06% -21 13F-HR Timeline BURNS J W & CO INC/NY More: the full row for BURNS J W & CO INC/NY 11,280 $1.1M 0.13% 0 13F-HR Timeline Texas Capital Bancshares Inc/TX More: the full row for Texas Capital Bancshares Inc/TX 11,269 $1.1M 0.4% -151 13F-HR Timeline SRN Advisors, LLC More: the full row for SRN Advisors, LLC 11,251 $1.1M 1% +472 13F-HR Timeline MARIETTA INVESTMENT PARTNERS LLC More: the full row for MARIETTA INVESTMENT PARTNERS LLC 11,250 $1.1M 0.24% 0 13F-HR Timeline PITCAIRN CO in group PITCAIRN CO More: the full row for PITCAIRN CO 11,243 $1.09M 0.07% -2,311 13F-HR/A Timeline Group KCM INVESTMENT ADVISORS LLC More: the full row for KCM INVESTMENT ADVISORS LLC 11,181 $1.09M 0.04% -1,878 13F-HR Timeline RAM Investment Partners, LLC More: the full row for RAM Investment Partners, LLC 11,141 $1.08M 0.23% -777 13F-HR Timeline Archford Capital Strategies, LLC More: the full row for Archford Capital Strategies, LLC 11,100 $1.08M 0.14% new 13F-HR Timeline Marex Group Ltd in group Marex Group Ltd More: the full row for Marex Group Ltd 11,046 $1.08M 0.02% -945,775 13F-HR Timeline Group AIA Group Ltd in group AIA Group Ltd More: the full row for AIA Group Ltd 11,039 $1.07M 0.02% -17,226 13F-HR Timeline Group DGS Capital Management, LLC in group DGS Capital Management, LLC More: the full row for DGS Capital Management, LLC 10,993 $1.07M 0.22% +2,954 13F-HR Timeline Group RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 10,990 $1.07M 0.01% -28,221 13F-HR Timeline Clark Capital Management Group, Inc. More: the full row for Clark Capital Management Group, Inc. 10,974 $1.07M 0.01% -235 13F-HR Timeline Buckley Wealth Management, LLC More: the full row for Buckley Wealth Management, LLC 10,948 $1.07M 0.32% +135 13F-HR Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 10,887 $1.06M 0.07% +245 13F-HR Timeline Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 10,881 $1.06M 0.4% +1,460 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 10,859 $1.06M 0.05% +1,127 13F-HR Timeline Family Firm, Inc. More: the full row for Family Firm, Inc. 10,808 $1.05M 0.25% +41 13F-HR Timeline Cache Advisors, LLC More: the full row for Cache Advisors, LLC 10,790 $1.05M 0.28% 0 13F-HR Timeline Nicholas Investment Partners, LP More: the full row for Nicholas Investment Partners, LP 10,783 $1.05M 0.09% 0 13F-HR Timeline Compound Planning, Inc. 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