Trust Asset Management LLC More: the full row for Trust Asset Management LLC 14,019 $6.07M 0.38% -309 13F-HR/A Timeline OPTIMIZE FINANCIAL INC. More: the full row for OPTIMIZE FINANCIAL INC. 14,010 $6.07M 2.18% -48 13F-HR Timeline Sound Capital Solutions LLC More: the full row for Sound Capital Solutions LLC 14,010 $6.07M 1.42% 13F-HR Timeline J. Goldman & Co LP More: the full row for J. Goldman & Co LP 13,975 $6.06M 0.21% new 13F-HR Timeline Gold Investment Management Ltd. More: the full row for Gold Investment Management Ltd. 13,916 $6.03M 1.63% -820 13F-HR Timeline Qtron Investments LLC More: the full row for Qtron Investments LLC 13,849 $6M 0.8% -4,780 13F-HR Timeline Hudson Bay Capital Management LP in group Hudson Bay Capital Management… More: the full row for Hudson Bay Capital Management LP 13,812 $5.99M 0.03% new 13F-HR Timeline Group GUYASUTA INVESTMENT ADVISORS INC More: the full row for GUYASUTA INVESTMENT ADVISORS INC 13,790 $5.98M 0.31% 0 13F-HR Timeline ARGONAUTICA PRIVATE WEALTH MANAGEMENT, … More: the full row for ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC 13,737 $5.95M 1.45% +196 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 18,599 $5.95M 0.12% +1,492 13F-HR Timeline Darwin Wealth Management, LLC More: the full row for Darwin Wealth Management, LLC 13,707 $5.94M 1.63% -3,857 13F-HR Timeline Destination Wealth Management More: the full row for Destination Wealth Management 13,692 $5.93M 0.14% +181 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 13,689 $5.93M 0.75% -1,810 13F-HR Timeline White Knight Strategic Wealth Advisors,… More: the full row for White Knight Strategic Wealth Advisors, LLC 13,624 $5.9M 4.14% +59 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 13,621 $5.9M 0.34% -1,649 13F-HR Timeline Swan Global Investments, LLC in group Swan Global Investments, LLC More: the full row for Swan Global Investments, LLC 13,617 $5.9M 0.27% new 13F-HR Timeline Group WD RUTHERFORD LLC More: the full row for WD RUTHERFORD LLC 13,590 $5.89M 2.13% +1,309 13F-HR Timeline WRIGHT INVESTORS SERVICE INC More: the full row for WRIGHT INVESTORS SERVICE INC 13,574 $5.88M 1.61% +2,481 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 13,551 $5.87M 1.59% +1,444 13F-HR Timeline MCDANIEL TERRY & CO More: the full row for MCDANIEL TERRY & CO 13,500 $5.85M 0.46% 0 13F-HR Timeline Anson Funds Management LP in group Anson Funds Management LP More: the full row for Anson Funds Management LP 13,500 $5.85M 0.53% -6,250 13F-HR Timeline Group KCM INVESTMENT ADVISORS LLC More: the full row for KCM INVESTMENT ADVISORS LLC 13,487 $5.84M 0.17% +764 13F-HR Timeline Alta Wealth Advisors LLC More: the full row for Alta Wealth Advisors LLC 13,315 $5.77M 1.56% +2 13F-HR Timeline Capstone Wealth Management Group, Inc. in group Capstone Wealth Management Gr… More: the full row for Capstone Wealth Management Group, Inc. 13,258 $5.75M 3.46% 13F-HR Timeline Group OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 13,310 $5.72M 0.27% 0 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 13,108 $5.68M 0.03% -928 13F-HR Timeline KPP Advisory Services LLC More: the full row for KPP Advisory Services LLC 13,091 $5.67M 0.72% -429 13F-HR Timeline Fort Point Capital Partners LLC More: the full row for Fort Point Capital Partners LLC 13,042 $5.65M 0.6% -230 13F-HR Timeline OVERSEA-CHINESE BANKING Corp Ltd in group OVERSEA-CHINESE BANKING Corp … More: the full row for OVERSEA-CHINESE BANKING Corp Ltd 13,216 $5.65M 0.13% +8,307 13F-HR Timeline Group ARP Global Capital Ltd More: the full row for ARP Global Capital Ltd 13,020 $5.64M 2.48% new 13F-HR Timeline AtlasMark Financial, Inc More: the full row for AtlasMark Financial, Inc 13,000 $5.63M 2.77% 0 13F-HR Timeline Cornerstone Planning, LLC More: the full row for Cornerstone Planning, LLC 12,988 $5.63M 1.3% -179 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 12,894 $5.59M 0.14% +8,593 13F-HR Timeline Kultura Capital Management LP More: the full row for Kultura Capital Management LP 12,880 $5.58M 2.56% new 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 12,758 $5.53M 0.29% -434 13F-HR Timeline Prudent Man Advisors, LLC More: the full row for Prudent Man Advisors, LLC 12,747 $5.52M 1.26% -1,851 13F-HR Timeline Roundview Capital LLC More: the full row for Roundview Capital LLC 12,715 $5.51M 0.3% +9,912 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 12,670 $5.49M 0.16% -868 13F-HR Timeline LOM Asset Management Ltd More: the full row for LOM Asset Management Ltd 12,650 $5.48M 1.42% -293 13F-HR Timeline Perennial Advisors, LLC More: the full row for Perennial Advisors, LLC 12,640 $5.48M 0.84% -590 13F-HR Timeline Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 15,622 $5.48M 0.52% +591 13F-HR Timeline Perpetual Ltd in group Perpetual Ltd More: the full row for Perpetual Ltd 12,545 $5.44M 0.08% -3,314 13F-HR Timeline Group Brendel Financial Advisors LLC More: the full row for Brendel Financial Advisors LLC 12,511 $5.42M 2.51% +604 13F-HR Timeline Cumberland Partners Ltd in group Cumberland Partners Ltd More: the full row for Cumberland Partners Ltd 12,500 $5.42M 0.35% 0 13F-HR Timeline Group SNOWWATER INVESTMENT PARTNERS, LLC More: the full row for SNOWWATER INVESTMENT PARTNERS, LLC 12,448 $5.4M 3.73% -1,736 13F-HR Timeline PATTON FUND MANAGEMENT, INC. More: the full row for PATTON FUND MANAGEMENT, INC. 12,439 $5.39M 1.17% -5,835 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 12,396 $5.37M 0.32% +8,315 13F-HR Timeline Williamson Legacy Group, LLC More: the full row for Williamson Legacy Group, LLC 12,303 $5.33M 2.65% +3,448 13F-HR Timeline LANDSCAPE CAPITAL MANAGEMENT, L.L.C. in group LANDSCAPE CAPITAL MANAGEMENT,… More: the full row for LANDSCAPE CAPITAL MANAGEMENT, L.L.C. 12,271 $5.32M 0.34% -22,701 13F-HR Timeline Group ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 12,239 $5.3M 0.58% -4,491 13F-HR/A Timeline National Wealth Management Group, LLC More: the full row for National Wealth Management Group, LLC 12,218 $5.29M 1.64% -2,184 13F-HR Timeline Choate Investment Advisors More: the full row for Choate Investment Advisors 12,144 $5.26M 0.09% +56 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 12,127 $5.25M 0.12% +1,501 13F-HR Timeline Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 12,085 $5.24M 0.15% +14 13F-HR Timeline Segment Wealth Management, LLC More: the full row for Segment Wealth Management, LLC 12,070 $5.23M 0.27% 0 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 12,049 $5.22M 0.42% -2 13F-HR Timeline ALERUS FINANCIAL NA More: the full row for ALERUS FINANCIAL NA 12,042 $5.22M 0.23% +6,863 13F-HR Timeline Katamaran Capital LLP More: the full row for Katamaran Capital LLP 12,036 $5.22M 4.46% +1,187 13F-HR Timeline Boxwood Ventures, Inc. More: the full row for Boxwood Ventures, Inc. 11,990 $5.2M 3.1% 0 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 11,983 $5.2M 0.1% +791 13F-HR Timeline Night Squared LP More: the full row for Night Squared LP 11,970 $5.19M 0.56% -13,627 13F-HR Timeline American State Bank (Iowa) More: the full row for American State Bank (Iowa) 11,950 $5.18M 2.1% -50 13F-HR Timeline Parisi Gray Wealth Management More: the full row for Parisi Gray Wealth Management 11,886 $5.15M 1.06% -450 13F-HR Timeline NICOLET BANKSHARES INC in group NICOLET BANKSHARES INC More: the full row for NICOLET BANKSHARES INC 12,820 $5.14M 0.16% -100 13F-HR Timeline Group GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 11,802 $5.11M 0.16% -1,591 13F-HR Timeline Knights of Columbus Asset Advisors LLC More: the full row for Knights of Columbus Asset Advisors LLC 11,799 $5.11M 0.26% -864 13F-HR Timeline Metatron Capital SICAV plc - Metatron L… More: the full row for Metatron Capital SICAV plc - Metatron Long Term Equity Fund 11,769 $5.1M 2.5% 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 11,768 $5.1M 0.67% -193 13F-HR Timeline Group Napean Trading & Investment Co (Singapo… More: the full row for Napean Trading & Investment Co (Singapore) PTE Ltd 11,669 $5.06M 1.74% -46,676 13F-HR Timeline EULAV Asset Management More: the full row for EULAV Asset Management 11,653 $5.05M 0.16% new 13F-HR Timeline ALPS ADVISORS INC in group ALPS ADVISORS INC More: the full row for ALPS ADVISORS INC 11,625 $5.04M 0.02% +83 13F-HR Timeline Group Werba Rubin Papier Wealth Management More: the full row for Werba Rubin Papier Wealth Management 11,607 $5.03M 0.61% -782 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 20,753 $5.03M 0.08% -302 13F-HR Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 11,550 $5M 0.05% +1,420 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 11,528 $5M 0.32% +71 13F-HR Timeline 71 West Capital Partners More: the full row for 71 West Capital Partners 11,519 $4.99M 0.17% +3,369 13F-HR Timeline Alpha Family Trust in group Alpha Family Trust More: the full row for Alpha Family Trust 11,500 $4.98M 2% 0 13F-HR Timeline Group SUMITOMO LIFE INSURANCE CO More: the full row for SUMITOMO LIFE INSURANCE CO 11,458 $4.97M 0.08% -670 13F-HR Timeline WINCAP FINANCIAL LLC More: the full row for WINCAP FINANCIAL LLC 11,451 $4.96M 2.68% +153 13F-HR Timeline Avestar Capital, LLC More: the full row for Avestar Capital, LLC 11,363 $4.93M 0.29% +1,299 13F-HR Timeline SHAKER INVESTMENTS LLC/OH More: the full row for SHAKER INVESTMENTS LLC/OH 11,361 $4.92M 1.77% +9,288 13F-HR Timeline E Fund Management (Hong Kong) Co., Ltd. More: the full row for E Fund Management (Hong Kong) Co., Ltd. 11,311 $4.9M 1.63% +5,659 13F-HR Timeline Family Capital Trust Co More: the full row for Family Capital Trust Co 11,292 $4.89M 1.59% +9,147 13F-HR/A Timeline CPC Advisors, LLC More: the full row for CPC Advisors, LLC 11,268 $4.88M 0.66% +140 13F-HR Timeline Ark Wealth Advisors LLC More: the full row for Ark Wealth Advisors LLC 11,257 $4.88M 4.33% +42 13F-HR Timeline BURNS J W & CO INC/NY More: the full row for BURNS J W & CO INC/NY 11,214 $4.86M 0.51% +15 13F-HR Timeline Mattson Financial Services, LLC More: the full row for Mattson Financial Services, LLC 15,073 $4.84M 1.01% +554 13F-HR Timeline SGL Investment Advisors, Inc. More: the full row for SGL Investment Advisors, Inc. 15,749 $4.83M 1.66% +13,592 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 11,128 $4.82M 0.23% -86 13F-HR Timeline Bannerstone Capital Management, LLC More: the full row for Bannerstone Capital Management, LLC 11,087 $4.8M 4.04% -687 13F-HR Timeline Myriad Asset Management Advisors LLC group of 2 filers holding More: the full row for Myriad Asset Management Advisors LLC 11,013 $4.77M -3,984 Timeline Accent Capital Management, LLC More: the full row for Accent Capital Management, LLC 10,978 $4.76M 2.06% new 13F-HR Timeline Inscription Capital, LLC More: the full row for Inscription Capital, LLC 10,969 $4.75M 0.42% -398 13F-HR Timeline Invera Wealth Advisors, LLC More: the full row for Invera Wealth Advisors, LLC 10,952 $4.75M 2.55% -7,952 13F-HR Timeline Neo Ivy Capital Management More: the full row for Neo Ivy Capital Management 10,905 $4.73M 1.09% +7,145 13F-HR Timeline Strategic Investment Advisors / MI More: the full row for Strategic Investment Advisors / MI 10,899 $4.72M 0.29% -321 13F-HR Timeline ALGERT GLOBAL LLC More: the full row for ALGERT GLOBAL LLC 10,855 $4.7M 0.06% -24,110 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 10,788 $4.67M 0.38% -2,108 13F-HR Timeline Group Pathway Financial Advisers, LLC More: the full row for Pathway Financial Advisers, LLC 10,785 $4.67M 1.18% -22 13F-HR Timeline STANCE CAPITAL LLC More: the full row for STANCE CAPITAL LLC 10,677 $4.63M 1.41% new 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 10,674 $4.63M 0.09% +42 13F-HR Timeline HARRELL INVESTMENT PARTNERS, LLC More: the full row for HARRELL INVESTMENT PARTNERS, LLC 10,660 $4.62M 1% -1,000 13F-HR Timeline MOKAN Wealth Management Inc. More: the full row for MOKAN Wealth Management Inc. 10,653 $4.62M 1.76% -37 13F-HR Timeline Hilton Head Capital Partners, LLC More: the full row for Hilton Head Capital Partners, LLC 10,635 $4.61M 2.32% -158 13F-HR Timeline BNP PARIBAS in group BNP PARIBAS More: the full row for BNP PARIBAS 10,795 $4.6M 0.12% -14,575 13F-HR Timeline Group FORT WASHINGTON INVESTMENT ADVISORS INC… More: the full row for FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 10,607 $4.6M 0.02% -545 13F-HR Timeline GAMCO Investors (Gabelli) group of 2 filers holding More: the full row for GAMCO Investors (Gabelli) 10,604 $4.6M +5,062 Timeline F/m Investments LLC More: the full row for F/m Investments LLC 10,494 $4.55M 0.23% +2,037 13F-HR Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 10,489 $4.55M 0.24% -2,514 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 10,468 $4.54M 0.21% +310 13F-HR Timeline Group Elyxium Wealth, LLC More: the full row for Elyxium Wealth, LLC 10,468 $4.54M 0.48% +488 13F-HR Timeline Range Advisory, LLC More: the full row for Range Advisory, LLC 10,463 $4.53M 0.54% +1,437 13F-HR Timeline WCG Wealth Advisors LLC More: the full row for WCG Wealth Advisors LLC 10,398 $4.51M 0.11% -3,934 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 10,377 $4.5M 0.17% +3,776 13F-HR Timeline Timothy G. Youngquist 2020 Irrevocable … More: the full row for Timothy G. Youngquist 2020 Irrevocable Trust 10,370 $4.49M 0.9% +8,508 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 10,357 $4.49M 0.09% +172 13F-HR Timeline LATHROP INVESTMENT MANAGEMENT CO More: the full row for LATHROP INVESTMENT MANAGEMENT CO 10,338 $4.48M 0.79% 0 13F-HR Timeline Bull Harbor Capital LLC More: the full row for Bull Harbor Capital LLC 10,334 $4.48M 0.87% -456 13F-HR Timeline Americana Partners, LLC More: the full row for Americana Partners, LLC 10,295 $4.46M 0.1% -3,865 13F-HR Timeline BSW Wealth Partners More: the full row for BSW Wealth Partners 10,210 $4.42M 0.49% -292 13F-HR Timeline Goldenstone Wealth Management LLC More: the full row for Goldenstone Wealth Management LLC 10,180 $4.41M 2.89% -213 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 10,114 $4.38M 0.3% -233 13F-HR Timeline LAKE STREET PRIVATE WEALTH, LLC More: the full row for LAKE STREET PRIVATE WEALTH, LLC 10,078 $4.37M 0.5% -921 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 10,069 $4.36M 0.07% -5,868 13F-HR Timeline Naviter Wealth, LLC More: the full row for Naviter Wealth, LLC 10,061 $4.36M 0.4% +988 13F-HR Timeline St. Louis Financial Planners Asset Mana… More: the full row for St. Louis Financial Planners Asset Management, LLC 12,368 $4.35M 2.32% new 13F-HR Timeline ARDSLEY ADVISORY PARTNERS LP More: the full row for ARDSLEY ADVISORY PARTNERS LP 10,000 $4.33M 0.47% new 13F-HR Timeline Triangle Securities Wealth Management More: the full row for Triangle Securities Wealth Management 9,985 $4.33M 0.86% -458 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Silvant Capital Management LLC More: the full row for Silvant Capital Management LLC 9,936 $4.31M 0.13% -11,191 13F-HR Timeline RAM Investment Partners, LLC More: the full row for RAM Investment Partners, LLC 9,905 $4.29M 0.69% -1,120 13F-HR Timeline SECURITY NATIONAL BANK OF SO DAK More: the full row for SECURITY NATIONAL BANK OF SO DAK 9,900 $4.29M 1.98% +25 13F-HR Timeline Anchor Bay Capital, Inc. More: the full row for Anchor Bay Capital, Inc. 13,929 $4.27M 2.3% 13F-HR Timeline Sciencast Management LP More: the full row for Sciencast Management LP 9,769 $4.23M 0.88% -20,162 13F-HR Timeline Cyndeo Wealth Partners, LLC More: the full row for Cyndeo Wealth Partners, LLC 9,731 $4.22M 0.2% +855 13F-HR Timeline Global Trust Asset Management, LLC More: the full row for Global Trust Asset Management, LLC 9,725 $4.21M 1.32% -977 13F-HR Timeline LIGHTHOUSE FINANCIAL SERVICES INC /ADV More: the full row for LIGHTHOUSE FINANCIAL SERVICES INC /ADV 10,768 $4.21M 0.89% -2,513 13F-HR Timeline Signature Resources Capital Management,… More: the full row for Signature Resources Capital Management, LLC 9,718 $4.21M 1.66% +2,584 13F-HR Timeline Marex Group Ltd in group Marex Group Ltd More: the full row for Marex Group Ltd 9,685 $4.2M 0.03% -893 13F-HR Timeline Group Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 9,684 $4.2M 0.14% -407 13F-HR Timeline Outlook Wealth Advisors, LLC More: the full row for Outlook Wealth Advisors, LLC 9,697 $4.19M 0.9% -711 13F-HR Timeline Grant Private Wealth Management Inc More: the full row for Grant Private Wealth Management Inc 9,650 $4.18M 1.76% -40 13F-HR Timeline Avenir Tech Ltd More: the full row for Avenir Tech Ltd 9,618 $4.17M 0.68% new 13F-HR Timeline Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 9,613 $4.17M 0.51% +424 13F-HR Timeline MCDONALD PARTNERS LLC More: the full row for MCDONALD PARTNERS LLC 9,600 $4.16M 1.01% 0 13F-HR Timeline AXS Investments LLC More: the full row for AXS Investments LLC 9,599 $4.16M 1.18% +5,534 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 9,570 $4.15M 0.14% -505 13F-HR Timeline Portfolio Design Labs, LLC More: the full row for Portfolio Design Labs, LLC 9,552 $4.14M 0.68% -510 13F-HR Timeline Atom Investors LP More: the full row for Atom Investors LP 9,535 $4.13M 0.37% new 13F-HR Timeline ORRSTOWN FINANCIAL SERVICES INC More: the full row for ORRSTOWN FINANCIAL SERVICES INC 9,493 $4.11M 0.61% +3 13F-HR Timeline Cypress Capital, LLC More: the full row for Cypress Capital, LLC 9,488 $4.11M 1.12% -5,129 13F-HR Timeline JAMISON PRIVATE WEALTH MANAGEMENT, INC. More: the full row for JAMISON PRIVATE WEALTH MANAGEMENT, INC. 9,485 $4.11M 0.43% +775 13F-HR Timeline Busey Bank More: the full row for Busey Bank 9,471 $4.1M 0.1% -163 13F-HR Timeline SC&H Financial Advisors, Inc. More: the full row for SC&H Financial Advisors, Inc. 9,439 $4.09M 0.54% +2 13F-HR Timeline HENNESSY ADVISORS INC More: the full row for HENNESSY ADVISORS INC 9,424 $4.08M 0.13% new 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 9,408 $4.07M 0.19% +646 13F-HR Timeline Havemeyer Place LP More: the full row for Havemeyer Place LP 9,375 $4.06M 0.4% new 13F-HR Timeline Ballast Rock Private Wealth LLC More: the full row for Ballast Rock Private Wealth LLC 9,364 $4.06M 1.88% -315 13F-HR Timeline ABC ARBITRAGE SA in group ABC ARBITRAGE SA More: the full row for ABC ARBITRAGE SA 9,362 $4.06M 0.44% -5,107 13F-HR Timeline Group Karani Asset Management LLC More: the full row for Karani Asset Management LLC 9,330 $4.04M 2.94% -159 13F-HR Timeline SYSTEMATIC FINANCIAL MANAGEMENT LP More: the full row for SYSTEMATIC FINANCIAL MANAGEMENT LP 9,300 $4.03M 0.08% 0 13F-HR Timeline Portside Wealth Group, LLC More: the full row for Portside Wealth Group, LLC 9,282 $4.02M 0.47% -628 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 9,262 $4.01M 0.16% -509 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 9,254 $4.01M 0.6% +78 13F-HR Timeline Bryn Mawr Trust Advisors, LLC More: the full row for Bryn Mawr Trust Advisors, LLC 9,249 $4.01M 0.17% -349 13F-HR Timeline Mirador Capital Partners LP More: the full row for Mirador Capital Partners LP 9,237 $4M 0.49% -673 13F-HR Timeline Seek First Inc. More: the full row for Seek First Inc. 9,222 $4M 2.52% +9 13F-HR Timeline LGT Group Foundation in group LGT Group Foundation More: the full row for LGT Group Foundation 9,187 $3.98M 0.05% +880 13F-HR Timeline Group OneAscent Financial Services LLC group of 4 filers holding More: the full row for OneAscent Financial Services LLC 9,160 $3.97M -1,024 Timeline Decatur Capital Management, Inc. More: the full row for Decatur Capital Management, Inc. 9,160 $3.97M 1.35% new 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 9,145 $3.96M 0.18% -9,393 13F-HR Timeline Towerpoint Wealth, LLC More: the full row for Towerpoint Wealth, LLC 9,127 $3.95M 1.37% new 13F-HR Timeline Wealth Alliance Advisory Group, LLC More: the full row for Wealth Alliance Advisory Group, LLC 9,120 $3.95M 0.57% +6,564 13F-HR Timeline Moisand Fitzgerald Tamayo, LLC More: the full row for Moisand Fitzgerald Tamayo, LLC 9,111 $3.95M 0.39% 0 13F-HR Timeline Itau Unibanco Holding S.A. in group Itau Unibanco Holding S.A. More: the full row for Itau Unibanco Holding S.A. 9,000 $3.9M 0.08% +6,800 13F-HR Timeline Group Red Door Wealth Management, LLC More: the full row for Red Door Wealth Management, LLC 8,979 $3.89M 0.36% +99 13F-HR Timeline Essex Financial Services, Inc. group of 2 filers holding More: the full row for Essex Financial Services, Inc. 8,951 $3.88M -259 Timeline WILLNER & HELLER, LLC More: the full row for WILLNER & HELLER, LLC 8,951 $3.88M 2.43% -1,412 13F-HR Timeline O'Neil Global Advisors, Inc. More: the full row for O'Neil Global Advisors, Inc. 8,931 $3.87M 0.87% new 13F-HR Timeline Quantum Portfolio Management LLC More: the full row for Quantum Portfolio Management LLC 8,926 $3.87M 1.39% +60 13F-HR Timeline SHELTON WEALTH MANAGEMENT, LLC More: the full row for SHELTON WEALTH MANAGEMENT, LLC 8,896 $3.86M 1.53% -3,352 13F-HR Timeline CIM INVESTMENT MANAGEMENT INC More: the full row for CIM INVESTMENT MANAGEMENT INC 8,884 $3.85M 0.92% -789 13F-HR Timeline First Commonwealth Financial Corp /PA/ in group First Commonwealth Financial … More: the full row for First Commonwealth Financial Corp /PA/ 8,881 $3.85M 0.54% +242 13F-HR Timeline Group Henson-Edgewater Management, LLC More: the full row for Henson-Edgewater Management, LLC 11,744 $3.83M 1.99% -305 13F-HR Timeline Persistent Asset Partners Ltd More: the full row for Persistent Asset Partners Ltd 8,824 $3.82M 1.21% new 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 8,823 $3.82M 0.15% -348 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 8,794 $3.81M 0.13% -1,215 13F-HR Timeline Group COMPASS CAPITAL CORP /MA/ /ADV More: the full row for COMPASS CAPITAL CORP /MA/ /ADV 12,265 $3.81M 1.24% -3,692 13F-HR Timeline Goldstream Capital Management Ltd More: the full row for Goldstream Capital Management Ltd 8,772 $3.8M 4.53% -5,373 13F-HR Timeline Carolina Wealth Advisors, LLC More: the full row for Carolina Wealth Advisors, LLC 8,739 $3.79M 1.48% -2,641 13F-HR Timeline WealthPlan Investment Management, LLC More: the full row for WealthPlan Investment Management, LLC 8,736 $3.79M 0.19% +1,040 13F-HR Timeline Freestone Capital Holdings, LLC in group Freestone Capital Holdings, L… More: the full row for Freestone Capital Holdings, LLC 8,631 $3.74M 0.1% -18 13F-HR Timeline Group COMPASS FINANCIAL MANAGEMENT LLC More: the full row for COMPASS FINANCIAL MANAGEMENT LLC 8,814 $3.72M 0.45% 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 8,581 $3.72M 0.22% -1,509 13F-HR Timeline TFR Capital, LLC. More: the full row for TFR Capital, LLC. 8,569 $3.71M 1.05% +49 13F-HR Timeline Jain Global LLC More: the full row for Jain Global LLC 8,562 $3.71M 0.04% -129,734 13F-HR Timeline Redhawk Wealth Advisors, Inc. More: the full row for Redhawk Wealth Advisors, Inc. 8,555 $3.71M 0.37% +7,613 13F-HR Timeline EDMOND DE ROTHSCHILD HOLDING S.A. in group EDMOND DE ROTHSCHILD HOLDING … More: the full row for EDMOND DE ROTHSCHILD HOLDING S.A. 8,541 $3.7M 0.05% +6,168 13F-HR Timeline Group PEAPACK GLADSTONE FINANCIAL CORP More: the full row for PEAPACK GLADSTONE FINANCIAL CORP 8,539 $3.7M 0.04% +120 13F-HR Timeline BIRINYI ASSOCIATES INC More: the full row for BIRINYI ASSOCIATES INC 8,480 $3.67M 0.87% +1,480 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 8,477 $3.67M 0.3% +864 13F-HR Timeline