COMPASS CAPITAL CORP /MA/ /ADV More: the full row for COMPASS CAPITAL CORP /MA/ /ADV 17,444 $2.77M 1.21% -2,393 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 20,676 $2.77M 0.12% -255 13F-HR Timeline SPIREPOINT PRIVATE CLIENT, LLC More: the full row for SPIREPOINT PRIVATE CLIENT, LLC 20,600 $2.76M 0.29% -746 13F-HR Timeline ALBERT D MASON INC More: the full row for ALBERT D MASON INC 20,496 $2.74M 1.79% +1,240 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 20,383 $2.73M 0.01% +1,192 13F-HR/A Timeline Morse Asset Management, Inc More: the full row for Morse Asset Management, Inc 20,420 $2.73M 0.55% -3,450 13F-HR Timeline CLOVERFIELDS CAPITAL GROUP, LP More: the full row for CLOVERFIELDS CAPITAL GROUP, LP 20,392 $2.73M 0.85% -2,348 13F-HR Timeline WEATHERLY ASSET MANAGEMENT L. P. More: the full row for WEATHERLY ASSET MANAGEMENT L. P. 20,350 $2.73M 0.22% -15 13F-HR Timeline Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 20,328 $2.72M 0.18% -2,877 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 20,310 $2.72M 0.07% +1,377 13F-HR Timeline Group Alternative Investment Advisors, LLC. More: the full row for Alternative Investment Advisors, LLC. 20,308 $2.72M 1.24% -588 13F-HR Timeline Donoghue Forlines LLC More: the full row for Donoghue Forlines LLC 20,267 $2.71M 0.84% new 13F-HR Timeline TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 20,205 $2.71M 0.27% -535 13F-HR Timeline National Wealth Management Group, LLC More: the full row for National Wealth Management Group, LLC 20,091 $2.69M 1.01% +2,679 13F-HR Timeline Clear Street Group Inc. in group Clear Street Group Inc. More: the full row for Clear Street Group Inc. 20,077 $2.69M 0.01% 13F-HR Timeline Group Peregrine Asset Advisers, Inc. More: the full row for Peregrine Asset Advisers, Inc. 20,044 $2.68M 0.8% new 13F-HR Timeline Cornerstone Advisors, LLC More: the full row for Cornerstone Advisors, LLC 20,000 $2.68M 0.09% 0 13F-HR Timeline Stokes Family Office, LLC More: the full row for Stokes Family Office, LLC 19,852 $2.66M 0.25% -809 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 17,049 $2.65M 0.07% +1,654 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 19,805 $2.65M 0.09% -1,163 13F-HR Timeline WESTPAC BANKING CORP in group WESTPAC BANKING CORP More: the full row for WESTPAC BANKING CORP 19,805 $2.65M 0.16% +3,852 13F-HR/A Timeline Group Perennial Advisors, LLC More: the full row for Perennial Advisors, LLC 19,725 $2.64M 0.46% -4,925 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 18,491 $2.64M 0.28% -14,959 13F-HR Timeline STF Management LP More: the full row for STF Management LP 19,629 $2.63M 0.97% -523 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 19,611 $2.63M 0.04% +3,534 13F-HR Timeline PARADIGM ASSET MANAGEMENT CO LLC More: the full row for PARADIGM ASSET MANAGEMENT CO LLC 19,600 $2.62M 0.6% 0 13F-HR Timeline KG Capital Management More: the full row for KG Capital Management 19,552 $2.62M 0.72% -6,110 13F-HR Timeline Circle Wealth Management, LLC More: the full row for Circle Wealth Management, LLC 19,479 $2.61M 0.05% -1,244 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 19,460 $2.61M 0.1% -813 13F-HR Timeline ICICI Prudential Asset Management Co Ltd More: the full row for ICICI Prudential Asset Management Co Ltd 19,436 $2.6M 0.27% -40,714 13F-HR Timeline TRUSTMARK BANK TRUST DEPARTMENT More: the full row for TRUSTMARK BANK TRUST DEPARTMENT 19,356 $2.59M 0.17% 0 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 19,287 $2.58M 0.06% +2,357 13F-HR Timeline HARBOR CAPITAL ADVISORS, INC. More: the full row for HARBOR CAPITAL ADVISORS, INC. 19,274 $2.58M 0.2% +520 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 19,173 $2.57M 0.05% +5,703 13F-HR Timeline Kuhn & Co Investment Counsel More: the full row for Kuhn & Co Investment Counsel 19,131 $2.56M 2.03% -60 13F-HR Timeline NOESIS CAPITAL MANGEMENT CORP More: the full row for NOESIS CAPITAL MANGEMENT CORP 19,123 $2.56M 0.4% +2,490 13F-HR Timeline FIDUCIARY FAMILY OFFICE, LLC More: the full row for FIDUCIARY FAMILY OFFICE, LLC 19,080 $2.55M 0.73% +3,477 13F-HR Timeline Perpetual Ltd in group Perpetual Ltd More: the full row for Perpetual Ltd 18,941 $2.54M 0.03% +9,101 13F-HR Timeline Group Torrey Growth & Income Advisors More: the full row for Torrey Growth & Income Advisors 18,900 $2.53M 0.74% 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 18,878 $2.53M 0.05% +2,035 13F-HR Timeline JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 18,827 $2.52M 0.02% -385 13F-HR Timeline SteelPeak Wealth, LLC More: the full row for SteelPeak Wealth, LLC 18,761 $2.52M 0.08% -6,293 13F-HR Timeline Arista Wealth Management, LLC More: the full row for Arista Wealth Management, LLC 18,705 $2.5M 0.31% +1,044 13F-HR Timeline REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 18,405 $2.46M 0.02% -1,739 13F-HR/A Timeline Group Oak Grove Capital LLC More: the full row for Oak Grove Capital LLC 18,300 $2.45M 0.53% -2,600 13F-HR Timeline Fortis Group Advisors, LLC More: the full row for Fortis Group Advisors, LLC 15,571 $2.45M 0.42% -260 13F-HR Timeline Lindenwold Advisors, INC More: the full row for Lindenwold Advisors, INC 18,196 $2.44M 1.15% -3,478 13F-HR Timeline TOCQUEVILLE ASSET MANAGEMENT L.P. in group TOCQUEVILLE ASSET MANAGEMENT … More: the full row for TOCQUEVILLE ASSET MANAGEMENT L.P. 18,115 $2.43M 0.04% -246 13F-HR Timeline Group iSAM Funds (UK) Ltd in group iSAM Funds (UK) Ltd More: the full row for iSAM Funds (UK) Ltd 18,094 $2.42M 0.5% new 13F-HR Timeline Group Summit Financial, LLC More: the full row for Summit Financial, LLC 18,079 $2.42M 0.04% +10,174 13F-HR Timeline One Charles Private Wealth Services, LLC More: the full row for One Charles Private Wealth Services, LLC 17,957 $2.4M 0.63% +57 13F-HR Timeline AMF Tjanstepension AB More: the full row for AMF Tjanstepension AB 17,916 $2.4M 0.02% new 13F-HR/A Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 17,906 $2.4M 0.02% +285 13F-HR Timeline Group Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 17,896 $2.4M 0.09% +113 13F-HR Timeline Fayez Sarofim & Co in group Fayez Sarofim & Co More: the full row for Fayez Sarofim & Co 17,834 $2.39M 0.01% +29 13F-HR Timeline Group Blue Trust, Inc. More: the full row for Blue Trust, Inc. 17,818 $2.39M 0.03% -6,689 13F-HR Timeline SHELTON WEALTH MANAGEMENT, LLC More: the full row for SHELTON WEALTH MANAGEMENT, LLC 17,804 $2.38M 1.11% -930 13F-HR Timeline CenterBook Partners LP More: the full row for CenterBook Partners LP 17,649 $2.36M 0.12% new 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 16,127 $2.35M 0.21% +337 13F-HR Timeline Strengthening Families & Communities, L… More: the full row for Strengthening Families & Communities, LLC 17,524 $2.35M 0.52% +16,988 13F-HR Timeline SHELL ASSET MANAGEMENT CO More: the full row for SHELL ASSET MANAGEMENT CO 17,520 $2.35M 0.24% -52,179 13F-HR Timeline ALPINE WOODS CAPITAL INVESTORS, LLC in group ALPINE WOODS CAPITAL INVESTOR… More: the full row for ALPINE WOODS CAPITAL INVESTORS, LLC 17,505 $2.34M 0.55% +660 13F-HR Timeline Group CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 17,500 $2.34M 0.03% +1,993 13F-HR Timeline Group Triangle Securities Wealth Management More: the full row for Triangle Securities Wealth Management 17,452 $2.34M 0.53% -135 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 17,438 $2.33M 0.03% +1,492 13F-HR Timeline Group KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 17,408 $2.33M 0.01% -333 13F-HR Timeline L2 Asset Management, LLC More: the full row for L2 Asset Management, LLC 17,390 $2.33M 0.34% -2,739 13F-HR Timeline Tradition Wealth Management, LLC More: the full row for Tradition Wealth Management, LLC 17,282 $2.31M 0.17% -469 13F-HR Timeline Graham Capital Management, L.P. More: the full row for Graham Capital Management, L.P. 16,982 $2.27M 0.08% -103,425 13F-HR Timeline IBEX WEALTH ADVISORS More: the full row for IBEX WEALTH ADVISORS 16,949 $2.27M 0.22% -1 13F-HR Timeline Sloy Dahl & Holst, LLC More: the full row for Sloy Dahl & Holst, LLC 16,930 $2.27M 0.24% 0 13F-HR Timeline NOVEM GROUP More: the full row for NOVEM GROUP 16,919 $2.27M 0.27% +104 13F-HR Timeline Gould Capital, LLC More: the full row for Gould Capital, LLC 16,856 $2.26M 1.4% +467 13F-HR Timeline Mirador Capital Partners LP More: the full row for Mirador Capital Partners LP 16,840 $2.25M 0.32% -2,079 13F-HR Timeline Capital Investment Counsel, Inc More: the full row for Capital Investment Counsel, Inc 16,754 $2.24M 0.27% new 13F-HR Timeline LATHROP INVESTMENT MANAGEMENT CO More: the full row for LATHROP INVESTMENT MANAGEMENT CO 16,740 $2.24M 0.41% 0 13F-HR Timeline CLIFFORD SWAN INVESTMENT COUNSEL LLC More: the full row for CLIFFORD SWAN INVESTMENT COUNSEL LLC 16,727 $2.24M 0.07% +167 13F-HR Timeline Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 16,703 $2.24M 0.14% +1,144 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 16,650 $2.23M 0.06% -2,600 13F-HR Timeline Group Aspire Private Capital, LLC More: the full row for Aspire Private Capital, LLC 16,642 $2.23M 0.49% +1,018 13F-HR/A Timeline MAVERICK CAPITAL LTD More: the full row for MAVERICK CAPITAL LTD 16,560 $2.22M 0.03% +122 13F-HR Timeline TEALWOOD ASSET MANAGEMENT INC More: the full row for TEALWOOD ASSET MANAGEMENT INC 16,560 $2.22M 0.9% -760 13F-HR Timeline ALPS ADVISORS INC in group ALPS ADVISORS INC More: the full row for ALPS ADVISORS INC 16,535 $2.21M 0.01% -1,123 13F-HR Timeline Group Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 16,447 $2.2M 0.05% -2,025 13F-HR Timeline Capstone Wealth Management Group LLC in group Capstone Wealth Management Gr… More: the full row for Capstone Wealth Management Group LLC 16,413 $2.2M 1.4% +11 13F-HR Timeline Group MARIETTA INVESTMENT PARTNERS LLC More: the full row for MARIETTA INVESTMENT PARTNERS LLC 16,379 $2.19M 0.42% +5,129 13F-HR Timeline WINCAP FINANCIAL LLC More: the full row for WINCAP FINANCIAL LLC 16,309 $2.18M 1.51% +359 13F-HR Timeline White Knight Strategic Wealth Advisors,… More: the full row for White Knight Strategic Wealth Advisors, LLC 16,306 $2.18M 1.72% -654 13F-HR Timeline MIDDLETON & CO INC/MA More: the full row for MIDDLETON & CO INC/MA 16,231 $2.17M 0.23% 0 13F-HR Timeline Penobscot Investment Management Company… More: the full row for Penobscot Investment Management Company, Inc. 16,210 $2.17M 0.17% +1,920 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 16,176 $2.17M 0.1% +50 13F-HR Timeline Portfolio Design Labs, LLC More: the full row for Portfolio Design Labs, LLC 16,186 $2.17M 0.37% +12,757 13F-HR Timeline NICOLET BANKSHARES INC group of 2 filers holding More: the full row for NICOLET BANKSHARES INC 15,743 $2.15M +92 Timeline MBM WEALTH CONSULTANTS, LLC More: the full row for MBM WEALTH CONSULTANTS, LLC 16,030 $2.15M 0.53% -3,847 13F-HR Timeline Caption Management, LLC More: the full row for Caption Management, LLC 16,000 $2.14M 0.12% -1,200 13F-HR Timeline CORNERCAP INVESTMENT COUNSEL INC More: the full row for CORNERCAP INVESTMENT COUNSEL INC 15,994 $2.14M 1.07% -270 13F-HR Timeline SYNOVUS FINANCIAL CORP More: the full row for SYNOVUS FINANCIAL CORP 15,979 $2.14M 0.02% -279 13F-HR Timeline Goelzer Investment Management, Inc. More: the full row for Goelzer Investment Management, Inc. 15,964 $2.14M 0.11% +11 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 15,921 $2.13M 0.05% -253 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 15,871 $2.13M 0.01% +3,072 13F-HR Timeline Group NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 15,808 $2.12M 0.22% +1,241 13F-HR Timeline WCG Wealth Advisors LLC More: the full row for WCG Wealth Advisors LLC 15,803 $2.12M 0.13% -3,002 13F-HR Timeline FCG Investment Co More: the full row for FCG Investment Co 15,737 $2.11M 0.99% +1,813 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 15,673 $2.1M 0.04% -417 13F-HR Timeline Group Intellectus Partners, LLC More: the full row for Intellectus Partners, LLC 15,633 $2.1M 0.41% -44 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 15,654 $2.1M 0.05% -13,782 13F-HR/A Timeline First Commonwealth Financial Corp /PA/ in group First Commonwealth Financial … More: the full row for First Commonwealth Financial Corp /PA/ 15,628 $2.09M 0.35% +1,178 13F-HR Timeline Group Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 15,599 $2.09M 0.29% +79 13F-HR Timeline OneAscent Financial Services LLC group of 4 filers holding More: the full row for OneAscent Financial Services LLC 15,528 $2.08M -1,585 Timeline TRUST CO OF OKLAHOMA More: the full row for TRUST CO OF OKLAHOMA 15,427 $2.07M 0.61% -507 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 15,386 $2.06M 0.06% +620 13F-HR Timeline KPP Advisory Services LLC More: the full row for KPP Advisory Services LLC 15,249 $2.04M 0.3% +29 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 15,210 $2.04M 0.21% +745 13F-HR Timeline OPTIMAS CAPITAL Ltd More: the full row for OPTIMAS CAPITAL Ltd 15,200 $2.04M 1.29% new 13F-HR Timeline Applied Finance Capital Management, LLC More: the full row for Applied Finance Capital Management, LLC 15,022 $2.01M 0.14% -5,149 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 14,964 $2.01M 0.05% -936 13F-HR Timeline DYMON ASIA CAPITAL (SINGAPORE) PTE. LTD. in group DYMON ASIA CAPITAL (SINGAPORE… More: the full row for DYMON ASIA CAPITAL (SINGAPORE) PTE. LTD. 14,915 $2M 0.8% new 13F-HR Timeline Group Trust Asset Management LLC More: the full row for Trust Asset Management LLC 14,872 $1.99M 0.14% 0 13F-HR Timeline Cypress Capital, LLC More: the full row for Cypress Capital, LLC 14,824 $1.98M 0.57% -7,089 13F-HR Timeline ENCOMPASS WEALTH ADVISORS, LLC More: the full row for ENCOMPASS WEALTH ADVISORS, LLC 14,818 $1.98M 0.68% 0 13F-HR Timeline Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 14,308 $1.98M 0.26% +2,804 13F-HR Timeline Gold Investment Management Ltd. More: the full row for Gold Investment Management Ltd. 14,736 $1.97M 0.66% +70 13F-HR Timeline Jefferies Financial Group Inc. in group Jefferies Financial Group Inc. More: the full row for Jefferies Financial Group Inc. 14,665 $1.96M 0.02% -368 13F-HR Timeline Group Compound Planning, Inc. More: the full row for Compound Planning, Inc. 14,651 $1.96M 0.06% +3,925 13F-HR Timeline Baader Bank Aktiengesellschaft More: the full row for Baader Bank Aktiengesellschaft 14,911 $1.95M 0.16% +7,805 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Fulton Bank, N.A. More: the full row for Fulton Bank, N.A. 14,556 $1.95M 0.07% +410 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 14,531 $1.95M 0.12% +213 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 14,417 $1.93M 0.13% -3,149 13F-HR Timeline ARGONAUTICA PRIVATE WEALTH MANAGEMENT, … More: the full row for ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC 14,283 $1.91M 0.56% 0 13F-HR Timeline Procyon Advisors, LLC More: the full row for Procyon Advisors, LLC 14,270 $1.91M 0.11% +2,343 13F-HR Timeline SoundView Advisors Inc. More: the full row for SoundView Advisors Inc. 14,232 $1.91M 0.65% -736 13F-HR Timeline DGS Capital Management, LLC in group DGS Capital Management, LLC More: the full row for DGS Capital Management, LLC 14,215 $1.9M 0.35% +3,222 13F-HR Timeline Group FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 14,203 $1.9M 0.15% +136 13F-HR Timeline FORT WASHINGTON INVESTMENT ADVISORS INC… More: the full row for FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 14,160 $1.9M 0.01% -1,493 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 14,131 $1.89M 0.04% +6,567 13F-HR Timeline SECURITY NATIONAL BANK OF SIOUX CITY IO… More: the full row for SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/ 14,116 $1.89M 1.23% +55 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 14,067 $1.88M 0.42% -23 13F-HR Timeline Greater Midwest Financial Group, LLC More: the full row for Greater Midwest Financial Group, LLC 14,061 $1.88M 1.22% new 13F-HR Timeline AGF MANAGEMENT LTD in group AGF MANAGEMENT LTD More: the full row for AGF MANAGEMENT LTD 13,990 $1.87M 0.01% -51,195 13F-HR Timeline Group INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 13,965 $1.87M 0.04% +21 13F-HR Timeline Inscription Capital, LLC More: the full row for Inscription Capital, LLC 13,951 $1.87M 0.2% +5,128 13F-HR Timeline KANE INVESTMENT MANAGEMENT, INC. More: the full row for KANE INVESTMENT MANAGEMENT, INC. 13,915 $1.86M 0.91% +213 13F-HR Timeline Bedell Frazier Investment Counselling, … More: the full row for Bedell Frazier Investment Counselling, LLC 13,870 $1.86M 0.38% +1,425 13F-HR Timeline Kera Capital Partners, Inc. More: the full row for Kera Capital Partners, Inc. 13,824 $1.85M 0.28% -8,517 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 13,804 $1.85M 0.09% -3,066 13F-HR Timeline WRIGHT INVESTORS SERVICE INC More: the full row for WRIGHT INVESTORS SERVICE INC 13,789 $1.85M 0.53% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Prudent Man Advisors, LLC More: the full row for Prudent Man Advisors, LLC 13,747 $1.84M 0.68% -4,005 13F-HR Timeline Atlatl Advisers LLC More: the full row for Atlatl Advisers LLC 13,705 $1.84M 0.73% new 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 13,665 $1.83M 0.04% +2,988 13F-HR Timeline Fort Point Capital Partners LLC More: the full row for Fort Point Capital Partners LLC 13,619 $1.83M 0.23% -1,108 13F-HR Timeline Harel Insurance Investments & Financial… in group Harel Insurance Investments &… More: the full row for Harel Insurance Investments & Financial Services Ltd. 13,610 $1.82M 0.02% -8,304 13F-HR Timeline Group AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 13,550 $1.82M 0.06% +1,696 13F-HR Timeline BAMCO INC /NY/ in group Baron Capital More: the full row for BAMCO INC /NY/ 13,529 $1.81M <0.01% -1,039 13F-HR Timeline Group Neo Ivy Capital Management More: the full row for Neo Ivy Capital Management 13,510 $1.81M 0.44% new 13F-HR Timeline MCDANIEL TERRY & CO More: the full row for MCDANIEL TERRY & CO 13,500 $1.81M 0.15% 0 13F-HR Timeline Catalyst Funds Management Pty Ltd More: the full row for Catalyst Funds Management Pty Ltd 13,500 $1.81M 0.27% new 13F-HR Timeline Sompo Asset Management Co., Ltd. More: the full row for Sompo Asset Management Co., Ltd. 13,420 $1.8M 0.31% -340 13F-HR Timeline Quantum Portfolio Management LLC More: the full row for Quantum Portfolio Management LLC 13,334 $1.79M 0.53% +4,586 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 13,310 $1.78M 0.1% 0 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 13,310 $1.78M 0.12% +35 13F-HR Timeline Brown Financial Advisors More: the full row for Brown Financial Advisors 13,252 $1.77M 0.66% -45 13F-HR Timeline LAKE STREET PRIVATE WEALTH, LLC More: the full row for LAKE STREET PRIVATE WEALTH, LLC 13,228 $1.77M 0.23% +339 13F-HR Timeline 3Chopt Investment Partners, LLC More: the full row for 3Chopt Investment Partners, LLC 13,133 $1.76M 0.4% +3,251 13F-HR Timeline Archford Capital Strategies, LLC More: the full row for Archford Capital Strategies, LLC 13,075 $1.75M 0.21% +1,975 13F-HR Timeline Alta Wealth Advisors LLC More: the full row for Alta Wealth Advisors LLC 13,066 $1.75M 0.63% new 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 13,026 $1.74M 0.01% -21,728 13F-HR Timeline AtlasMark Financial, Inc More: the full row for AtlasMark Financial, Inc 13,000 $1.74M 1.16% 0 13F-HR Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 11,075 $1.74M 0.1% +188 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 12,967 $1.74M 0.12% -174 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 12,923 $1.73M 0.03% +365 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 12,914 $1.73M 0.1% +7,627 13F-HR Timeline WILLNER & HELLER, LLC More: the full row for WILLNER & HELLER, LLC 12,787 $1.71M 1.31% +261 13F-HR Timeline PITCAIRN CO in group PITCAIRN CO More: the full row for PITCAIRN CO 12,774 $1.71M 0.14% +1,531 13F-HR Timeline Group Choate Investment Advisors More: the full row for Choate Investment Advisors 12,739 $1.71M 0.04% -10 13F-HR Timeline ORRSTOWN FINANCIAL SERVICES INC More: the full row for ORRSTOWN FINANCIAL SERVICES INC 12,726 $1.7M 0.29% +540 13F-HR Timeline Abundance Wealth Counselors More: the full row for Abundance Wealth Counselors 12,711 $1.7M 0.29% +1,174 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 11,501 $1.7M 0.04% +1,312 13F-HR Timeline GRIES FINANCIAL LLC More: the full row for GRIES FINANCIAL LLC 12,656 $1.69M 0.27% -744 13F-HR Timeline Financiere des Professionnels - Fonds d… More: the full row for Financiere des Professionnels - Fonds d'investissement inc. 12,636 $1.69M 0.1% 0 13F-HR Timeline LOM Asset Management Ltd More: the full row for LOM Asset Management Ltd 12,601 $1.69M 0.51% +345 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 12,563 $1.68M 0.04% +2,204 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 12,579 $1.68M 0.03% +343 13F-HR Timeline Impax Asset Management Group plc in group Impax Asset Management Group … More: the full row for Impax Asset Management Group plc 12,513 $1.68M 0.01% -300 13F-HR Timeline Group DELPHI MANAGEMENT INC /MA/ More: the full row for DELPHI MANAGEMENT INC /MA/ 12,513 $1.68M 1.55% -4,149 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 12,432 $1.67M 0.05% +534 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 12,445 $1.67M 0.24% -113 13F-HR Timeline Group Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 12,410 $1.66M 0.06% +1,551 13F-HR Timeline Portus Wealth Advisors, LLC More: the full row for Portus Wealth Advisors, LLC 12,383 $1.66M 1.65% 13F-HR Timeline denkapparat Operations GmbH More: the full row for denkapparat Operations GmbH 12,346 $1.65M 1.05% 0 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 12,322 $1.65M 0.06% +8,160 13F-HR Timeline Davis Selected Advisers More: the full row for Davis Selected Advisers 12,280 $1.64M 0.01% 0 13F-HR/A Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 12,266 $1.64M 0.02% -1,104 13F-HR Timeline XTX Topco Ltd in group XTX Topco Ltd More: the full row for XTX Topco Ltd 12,266 $1.64M 0.09% +2,798 13F-HR Timeline Group Centennial Bank/AR/ in group Centennial Bank/AR/ More: the full row for Centennial Bank/AR/ 12,250 $1.64M 0.64% 0 13F-HR Timeline Group GREAT VALLEY ADVISOR GROUP, INC. in group GREAT VALLEY ADVISOR GROUP, I… More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 12,172 $1.63M 0.03% -2,536 13F-HR Timeline Group World Investment Advisors More: the full row for World Investment Advisors 12,122 $1.62M 0.03% +179 13F-HR Timeline Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 12,071 $1.62M 0.06% 0 13F-HR Timeline Boxwood Ventures, Inc. 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