Peloton Wealth Strategists More: the full row for Peloton Wealth Strategists 14,399 $7.39M 2.73% -145 13F-HR Timeline Hillsdale Investment Management Inc. More: the full row for Hillsdale Investment Management Inc. 14,396 $7.39M 0.17% -820 13F-HR Timeline Mandatum Life Insurance Co Ltd More: the full row for Mandatum Life Insurance Co Ltd 14,395 $7.39M 1.37% 0 13F-HR Timeline Concentric Capital Strategies, LP More: the full row for Concentric Capital Strategies, LP 14,371 $7.38M 0.45% +12,683 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 14,361 $7.38M 0.06% +1,564 13F-HR Timeline UNTITLED INVESTMENTS LP More: the full row for UNTITLED INVESTMENTS LP 14,240 $7.31M 2.85% -6,230 13F-HR Timeline Codex Capital Asset Management L.L.C. More: the full row for Codex Capital Asset Management L.L.C. 14,200 $7.28M 2.52% +100 13F-HR Timeline Bell Asset Management Ltd More: the full row for Bell Asset Management Ltd 14,120 $7.25M 1.94% +2,043 13F-HR Timeline Abacus FCF Advisors LLC More: the full row for Abacus FCF Advisors LLC 14,063 $7.22M 1.33% -3,124 13F-HR Timeline Ayrshire Capital Management LLC More: the full row for Ayrshire Capital Management LLC 14,055 $7.22M 3.38% +652 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 14,000 $7.19M 0.05% +1,618 13F-HR Timeline Linscomb Wealth, Inc. More: the full row for Linscomb Wealth, Inc. 13,966 $7.17M 0.31% -1,800 13F-HR Timeline CONNING INC. in group CONNING INC. More: the full row for CONNING INC. 13,927 $7.15M 0.21% +1,332 13F-HR Timeline Group CARY STREET PARTNERS ASSET MANAGEMENT L… group of 2 filers holding More: the full row for CARY STREET PARTNERS ASSET MANAGEMENT LLC 13,908 $7.14M +267 Timeline NICOLET BANKSHARES INC in group NICOLET BANKSHARES INC More: the full row for NICOLET BANKSHARES INC 13,586 $7.1M 0.23% -925 13F-HR Timeline Group Investment Research & Advisory Group, I… More: the full row for Investment Research & Advisory Group, Inc. 13,750 $7.08M 2.19% +60 13F-HR Timeline Yarbrough Capital, LLC More: the full row for Yarbrough Capital, LLC 13,720 $7.05M 0.21% 0 13F-HR Timeline South Street Advisors LLC More: the full row for South Street Advisors LLC 13,685 $7.03M 0.91% -216 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 13,649 $7.01M 0.21% -164 13F-HR Timeline SGL Investment Advisors, Inc. More: the full row for SGL Investment Advisors, Inc. 12,409 $6.99M 2.41% +18 13F-HR Timeline Rothschild Wealth LLC More: the full row for Rothschild Wealth LLC 13,581 $6.98M 0.56% +354 13F-HR Timeline GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 13,578 $6.97M 0.4% -2,048 13F-HR Timeline HARBOR CAPITAL ADVISORS, INC. More: the full row for HARBOR CAPITAL ADVISORS, INC. 13,520 $6.94M 0.47% +29 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 13,485 $6.93M 0.18% +4 13F-HR Timeline NovaPoint Capital, LLC More: the full row for NovaPoint Capital, LLC 13,434 $6.9M 1.43% +975 13F-HR Timeline Addenda Capital Inc. More: the full row for Addenda Capital Inc. 13,400 $6.88M 0.19% 0 13F-HR Timeline DE BURLO GROUP INC More: the full row for DE BURLO GROUP INC 13,397 $6.88M 1.26% -210 13F-HR Timeline S.E.E.D. Planning Group LLC More: the full row for S.E.E.D. Planning Group LLC 13,326 $6.84M 1.81% +668 13F-HR Timeline FourThought Financial Partners, LLC More: the full row for FourThought Financial Partners, LLC 13,266 $6.81M 0.53% +354 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 13,261 $6.81M 0.08% -668 13F-HR Timeline Socorro Asset Management LP More: the full row for Socorro Asset Management LP 13,229 $6.79M 3.05% new 13F-HR Timeline Hixon Zuercher, LLC More: the full row for Hixon Zuercher, LLC 13,186 $6.77M 1.99% +70 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 13,174 $6.77M 0.21% +463 13F-HR Timeline CANANDAIGUA NATIONAL BANK & TRUST CO in group CANANDAIGUA NATIONAL BANK & T… More: the full row for CANANDAIGUA NATIONAL BANK & TRUST CO 13,135 $6.75M 0.57% 13F-HR Timeline Group Stanley-Laman Group, Ltd. More: the full row for Stanley-Laman Group, Ltd. 13,121 $6.74M 0.68% +29 13F-HR Timeline Peachtree Investment Partners, LLC More: the full row for Peachtree Investment Partners, LLC 13,080 $6.72M 2.15% -105 13F-HR Timeline Welch & Forbes LLC More: the full row for Welch & Forbes LLC 13,080 $6.72M 0.08% +727 13F-HR Timeline CMH Wealth Management LLC More: the full row for CMH Wealth Management LLC 13,065 $6.71M 1.02% +727 13F-HR Timeline Bitwise Funds Trust More: the full row for Bitwise Funds Trust 13,029 $6.69M 1.57% 13F-HR Timeline Cannell & Spears LLC More: the full row for Cannell & Spears LLC 13,000 $6.68M 0.12% -34 13F-HR Timeline PEAPACK GLADSTONE FINANCIAL CORP More: the full row for PEAPACK GLADSTONE FINANCIAL CORP 12,995 $6.67M 0.08% -483 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 12,995 $6.67M 0.15% -513 13F-HR Timeline Group Aviso Financial Inc. More: the full row for Aviso Financial Inc. 12,986 $6.67M 0.23% -711 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 13,050 $6.65M 0.22% 0 13F-HR Timeline Onex Canada Asset Management Inc. More: the full row for Onex Canada Asset Management Inc. 12,873 $6.61M 1.02% -917 13F-HR Timeline CENTRAL BANK & TRUST CO More: the full row for CENTRAL BANK & TRUST CO 12,725 $6.54M 0.93% -580 13F-HR Timeline Broadleaf Partners, LLC More: the full row for Broadleaf Partners, LLC 12,715 $6.53M 1.26% -4,054 13F-HR Timeline CFO4Life Group, LLC More: the full row for CFO4Life Group, LLC 12,704 $6.52M 0.88% +100 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 12,666 $6.51M 0.08% +3,925 13F-HR Timeline RiverFront Investment Group, LLC More: the full row for RiverFront Investment Group, LLC 12,581 $6.46M 0.09% +3,931 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 12,579 $6.46M 0.24% -421 13F-HR Timeline Ravenstone Capital Management Inc. More: the full row for Ravenstone Capital Management Inc. 12,555 $6.45M 2.64% new 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 12,547 $6.44M 0.21% -69 13F-HR Timeline Rench Wealth Management, Inc. More: the full row for Rench Wealth Management, Inc. 12,523 $6.43M 1.73% +55 13F-HR Timeline R.H. Investment Group, LLC More: the full row for R.H. Investment Group, LLC 12,523 $6.43M 4.84% -70 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 12,506 $6.42M 0.28% +338 13F-HR Timeline TOWNSQUARE CAPITAL LLC More: the full row for TOWNSQUARE CAPITAL LLC 12,500 $6.42M 1.18% +356 13F-HR Timeline Fairbanks Capital Management, Inc. More: the full row for Fairbanks Capital Management, Inc. 12,492 $6.42M 3.8% -204 13F-HR Timeline ARMSTRONG HENRY H ASSOCIATES INC More: the full row for ARMSTRONG HENRY H ASSOCIATES INC 12,440 $6.39M 0.62% -610 13F-HR Timeline Avestar Capital, LLC More: the full row for Avestar Capital, LLC 12,439 $6.39M 0.38% -293 13F-HR Timeline DELTEC ASSET MANAGEMENT LLC More: the full row for DELTEC ASSET MANAGEMENT LLC 12,364 $6.35M 0.94% 0 13F-HR Timeline CHICKASAW CAPITAL MANAGEMENT LLC More: the full row for CHICKASAW CAPITAL MANAGEMENT LLC 12,343 $6.34M 0.23% +230 13F-HR Timeline LEUTHOLD GROUP, LLC More: the full row for LEUTHOLD GROUP, LLC 12,303 $6.32M 0.63% -27 13F-HR Timeline Gryphon Financial Partners LLC More: the full row for Gryphon Financial Partners LLC 12,259 $6.3M 0.55% +2,044 13F-HR Timeline STOCK YARDS BANK & TRUST CO More: the full row for STOCK YARDS BANK & TRUST CO 12,258 $6.3M 0.18% -342 13F-HR/A Timeline OSTRUM ASSET MANAGEMENT More: the full row for OSTRUM ASSET MANAGEMENT 12,236 $6.28M 0.3% +3,792 13F-HR Timeline Eukles Asset Management More: the full row for Eukles Asset Management 12,199 $6.27M 2.59% -302 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 12,188 $6.26M 0.2% -1,315 13F-HR Timeline Alberta Investment Management Corp More: the full row for Alberta Investment Management Corp 12,150 $6.24M 0.04% new 13F-HR Timeline Kesler, Norman & Wride, LLC More: the full row for Kesler, Norman & Wride, LLC 12,146 $6.24M 0.99% -793 13F-HR Timeline BFSG, LLC More: the full row for BFSG, LLC 12,069 $6.2M 0.55% 0 13F-HR Timeline LOCKHEED MARTIN INVESTMENT MANAGEMENT CO More: the full row for LOCKHEED MARTIN INVESTMENT MANAGEMENT CO 12,060 $6.19M 0.25% -1,330 13F-HR Timeline Procyon Advisors, LLC More: the full row for Procyon Advisors, LLC 12,020 $6.17M 0.27% -425 13F-HR Timeline Guinness Atkinson Asset Management Inc More: the full row for Guinness Atkinson Asset Management Inc 12,014 $6.17M 2.77% -256 13F-HR Timeline Y.D. More Investments Ltd in group Y.D. More Investments Ltd More: the full row for Y.D. More Investments Ltd 11,971 $6.15M 0.19% +2,905 13F-HR Timeline Group Family Manage LLC More: the full row for Family Manage LLC 11,942 $6.13M 0.64% +2,423 13F-HR Timeline Boston Trust Walden Corp group of 2 filers holding More: the full row for Boston Trust Walden Corp 11,873 $6.1M +5,769 Timeline Cyndeo Wealth Partners, LLC More: the full row for Cyndeo Wealth Partners, LLC 11,872 $6.1M 0.29% +349 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 11,440 $6.07M 0.12% +1,483 13F-HR Timeline VISTA INVESTMENT PARTNERS LLC More: the full row for VISTA INVESTMENT PARTNERS LLC 11,778 $6.05M 1.53% -223 13F-HR Timeline Alphinity Investment Management Pty Ltd More: the full row for Alphinity Investment Management Pty Ltd 11,743 $6.03M 0.1% -15,914 13F-HR Timeline Cinctive Capital Management LP More: the full row for Cinctive Capital Management LP 11,738 $6.03M 0.24% new 13F-HR Timeline AlpenGlobal Capital LLC More: the full row for AlpenGlobal Capital LLC 11,736 $6.03M 3.87% -52 13F-HR Timeline Tempo Wealth, LLC More: the full row for Tempo Wealth, LLC 11,717 $6.02M 0.89% +462 13F-HR Timeline YACKTMAN ASSET MANAGEMENT LP More: the full row for YACKTMAN ASSET MANAGEMENT LP 11,670 $5.99M 0.07% 0 13F-HR Timeline Alcosta Capital Management, Inc. More: the full row for Alcosta Capital Management, Inc. 11,638 $5.98M 4.04% -669 13F-HR Timeline Concord Wealth Partners group of 2 filers holding More: the full row for Concord Wealth Partners 11,626 $5.97M -530 Timeline Patton Albertson Miller Group, LLC More: the full row for Patton Albertson Miller Group, LLC 11,621 $5.97M 0.59% +19 13F-HR Timeline Fiduciary Alliance LLC More: the full row for Fiduciary Alliance LLC 11,595 $5.96M 0.4% +3,703 13F-HR Timeline Pictet North America Advisors SA More: the full row for Pictet North America Advisors SA 11,592 $5.95M 0.52% +205 13F-HR Timeline CONNABLE OFFICE INC More: the full row for CONNABLE OFFICE INC 11,550 $5.93M 0.52% +170 13F-HR Timeline McDonough Capital Management, Inc More: the full row for McDonough Capital Management, Inc 11,515 $5.91M 2.96% -260 13F-HR Timeline KP Management LLC More: the full row for KP Management LLC 11,500 $5.91M 1.24% 0 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 11,212 $5.91M 0.16% +149 13F-HR Timeline Badgley Phelps Wealth Managers, LLC More: the full row for Badgley Phelps Wealth Managers, LLC 11,453 $5.88M 0.1% -2,800 13F-HR Timeline Advanced Asset Management Advisors Inc More: the full row for Advanced Asset Management Advisors Inc 11,450 $5.88M 1.55% 0 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 11,369 $5.84M 0.1% +31 13F-HR Timeline TRIGLAV INVESTMENTS, D.O.O. More: the full row for TRIGLAV INVESTMENTS, D.O.O. 11,369 $5.84M 0.31% -14,795 13F-HR Timeline AZZAD ASSET MANAGEMENT INC /ADV More: the full row for AZZAD ASSET MANAGEMENT INC /ADV 11,312 $5.81M 0.51% -112 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 11,311 $5.81M 0.27% -456 13F-HR Timeline Decatur Capital Management, Inc. More: the full row for Decatur Capital Management, Inc. 11,267 $5.79M 1.96% 0 13F-HR Timeline Trivium Point Advisory, LLC More: the full row for Trivium Point Advisory, LLC 11,202 $5.75M 0.52% -938 13F-HR Timeline OPAL CAPITAL LLC More: the full row for OPAL CAPITAL LLC 11,171 $5.74M 1.03% -1,543 13F-HR Timeline Meiji Yasuda Life Insurance Co group of 2 filers holding More: the full row for Meiji Yasuda Life Insurance Co 11,147 $5.73M +1,109 Timeline Boit C F David More: the full row for Boit C F David 11,140 $5.72M 2.41% 0 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 11,105 $5.7M 0.09% +660 13F-HR Timeline McHugh Group, LLC More: the full row for McHugh Group, LLC 11,066 $5.68M 2.9% -510 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 11,057 $5.68M 0.12% -792 13F-HR Timeline Group Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 11,004 $5.65M 0.3% -2,808 13F-HR Timeline Bretton Capital Management, LLC More: the full row for Bretton Capital Management, LLC 10,980 $5.64M 4.5% 0 13F-HR Timeline Dempze Nancy E More: the full row for Dempze Nancy E 10,923 $5.61M 2.68% +324 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 10,910 $5.6M 0.06% -18 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 10,882 $5.59M 0.04% +515 13F-HR Timeline Arvest Bank Trust Division More: the full row for Arvest Bank Trust Division 10,876 $5.59M 0.27% -339 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 10,858 $5.58M 0.07% -171 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 10,817 $5.56M 0.09% -42 13F-HR Timeline MCCARTER PRIVATE WEALTH SERVICES LLC More: the full row for MCCARTER PRIVATE WEALTH SERVICES LLC 10,810 $5.55M 1.92% -63 13F-HR Timeline ALERUS FINANCIAL NA More: the full row for ALERUS FINANCIAL NA 10,803 $5.55M 0.24% -129 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 10,798 $5.55M 0.12% +1,265 13F-HR Timeline CARRET ASSET MANAGEMENT, LLC More: the full row for CARRET ASSET MANAGEMENT, LLC 10,793 $5.54M 0.48% 0 13F-HR Timeline KENNEDY INVESTMENT GROUP, INC. More: the full row for KENNEDY INVESTMENT GROUP, INC. 10,721 $5.51M 1.87% -268 13F-HR Timeline Archford Capital Strategies, LLC More: the full row for Archford Capital Strategies, LLC 10,692 $5.49M 0.56% -3,345 13F-HR Timeline Stonebridge Financial Group, LLC More: the full row for Stonebridge Financial Group, LLC 10,637 $5.46M 0.41% +977 13F-HR Timeline ICW Investment Advisors LLC More: the full row for ICW Investment Advisors LLC 10,592 $5.44M 1.9% +25 13F-HR Timeline Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 10,571 $5.43M 0.31% -2,997 13F-HR Timeline 1ST SOURCE BANK More: the full row for 1ST SOURCE BANK 10,546 $5.42M 0.25% -63 13F-HR Timeline River Wealth Advisors LLC More: the full row for River Wealth Advisors LLC 10,542 $5.41M 0.57% -302 13F-HR/A Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 10,510 $5.4M 0.11% +357 13F-HR Timeline RB Capital Management, LLC More: the full row for RB Capital Management, LLC 10,439 $5.36M 1.05% +70 13F-HR Timeline Midway Capital Research & Management More: the full row for Midway Capital Research & Management 10,411 $5.35M 4.25% +97 13F-HR Timeline Jupiter Wealth Management LLC More: the full row for Jupiter Wealth Management LLC 10,391 $5.34M 2.13% +399 13F-HR Timeline Empirical Financial Services, LLC d.b.a… More: the full row for Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 10,370 $5.33M 0.08% +767 13F-HR Timeline Grafton Street Partners Management Comp… More: the full row for Grafton Street Partners Management Company, LLC 10,365 $5.32M 2.94% +1,020 13F-HR Timeline LMR Partners LLP in group LMR Partners LLP More: the full row for LMR Partners LLP 10,340 $5.31M 0.04% +420 13F-HR Timeline Group Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 10,310 $5.3M 0.16% -6,498 13F-HR Timeline Cornerstone Advisory, LLC More: the full row for Cornerstone Advisory, LLC 10,272 $5.28M 0.44% +527 13F-HR Timeline Leelyn Smith, LLC More: the full row for Leelyn Smith, LLC 10,251 $5.26M 0.64% +262 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 10,211 $5.24M 0.08% -458 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 10,207 $5.24M 0.15% -6,995 13F-HR Timeline Kentucky Farm Bureau Mutual Insurance Co More: the full row for Kentucky Farm Bureau Mutual Insurance Co 10,207 $5.24M 1.45% 0 13F-HR Timeline GRIMES & Co WEALTH MANAGEMENT, LLC More: the full row for GRIMES & Co WEALTH MANAGEMENT, LLC 10,195 $5.24M 0.11% +258 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 10,145 $5.21M 0.13% -571 13F-HR Timeline ROI Financial Advisors, LLC More: the full row for ROI Financial Advisors, LLC 10,130 $5.2M 2.69% -406 13F-HR Timeline FOURPATH CAPITAL MANAGEMENT, LLC More: the full row for FOURPATH CAPITAL MANAGEMENT, LLC 10,121 $5.2M 0.69% +31 13F-HR Timeline Bryn Mawr Trust Advisors, LLC More: the full row for Bryn Mawr Trust Advisors, LLC 10,118 $5.2M 0.23% -240 13F-HR Timeline BANK OZK More: the full row for BANK OZK 10,105 $5.19M 1.54% +338 13F-HR Timeline Vision Retirement, LLC More: the full row for Vision Retirement, LLC 10,082 $5.18M 1.25% -152 13F-HR Timeline KIRTLAND HILLS CAPITAL MANAGEMENT, LLC More: the full row for KIRTLAND HILLS CAPITAL MANAGEMENT, LLC 10,078 $5.18M 1.47% +17 13F-HR Timeline GROUPAMA ASSET MANAGMENT More: the full row for GROUPAMA ASSET MANAGMENT 10,133 $5.18M 0.07% +17 13F-HR Timeline LOM Asset Management Ltd More: the full row for LOM Asset Management Ltd 10,074 $5.17M 1.34% +378 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 10,056 $5.16M 0.14% +27 13F-HR Timeline Martin Capital Advisors, LLP More: the full row for Martin Capital Advisors, LLP 10,046 $5.16M 2.7% +210 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 10,038 $5.16M 0.07% +18 13F-HR Timeline JAG CAPITAL MANAGEMENT, LLC More: the full row for JAG CAPITAL MANAGEMENT, LLC 10,033 $5.15M 0.48% -33,826 13F-HR Timeline PICTET BANK & TRUST Ltd More: the full row for PICTET BANK & TRUST Ltd 10,025 $5.15M 5.52% +2,525 13F-HR Timeline WINMILL & CO. INC in group WINMILL & CO. INC More: the full row for WINMILL & CO. INC 10,000 $5.14M 1.14% 0 13F-HR Timeline Group Forvis Mazars Wealth Advisors, LLC More: the full row for Forvis Mazars Wealth Advisors, LLC 9,981 $5.13M 0.09% -84 13F-HR Timeline E Fund Management Co., Ltd. More: the full row for E Fund Management Co., Ltd. 9,980 $5.13M 0.12% +1,363 13F-HR Timeline NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 9,924 $5.1M 0.42% -2,113 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 9,925 $5.1M 0.09% +1,157 13F-HR Timeline One Capital Management, LLC More: the full row for One Capital Management, LLC 10,184 $5.09M 0.14% 0 13F-HR Timeline WESTWOOD HOLDINGS GROUP INC in group WESTWOOD HOLDINGS GROUP INC More: the full row for WESTWOOD HOLDINGS GROUP INC 9,886 $5.08M 0.04% -6,322 13F-HR Timeline Group Jasper Ridge Partners, L.P. More: the full row for Jasper Ridge Partners, L.P. 9,879 $5.07M 0.11% 0 13F-HR/A Timeline Summit Global Investments in group Summit Global Investments More: the full row for Summit Global Investments 9,852 $5.06M 0.28% -5,926 13F-HR Timeline Group CLOVERFIELDS CAPITAL GROUP, LP More: the full row for CLOVERFIELDS CAPITAL GROUP, LP 9,782 $5.02M 1.52% +49 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. 9,775 $5.02M 0.33% +234 13F-HR Timeline Group HARVEY CAPITAL MANAGEMENT INC More: the full row for HARVEY CAPITAL MANAGEMENT INC 9,695 $4.98M 1.02% +1,745 13F-HR/A Timeline The filing omitted confidential holdings, a later amendment may add them. Catalyst Funds Management Pty Ltd More: the full row for Catalyst Funds Management Pty Ltd 9,681 $4.97M 0.28% +6,395 13F-HR Timeline Greenline Partners, LLC More: the full row for Greenline Partners, LLC 9,677 $4.97M 0.51% 0 13F-HR Timeline Midwest Trust Co More: the full row for Midwest Trust Co 9,674 $4.97M 0.06% -863 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 9,662 $4.96M 0.16% -603 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 9,633 $4.95M 0.37% -261 13F-HR Timeline Linden Thomas Advisory Services, LLC More: the full row for Linden Thomas Advisory Services, LLC 9,628 $4.94M 0.4% +17 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 9,620 $4.94M 0.18% -91 13F-HR Timeline Blackstone Inc. in group Blackstone Inc. More: the full row for Blackstone Inc. 9,579 $4.92M 0.02% -14,701 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. Lynch Asset Management, Inc. More: the full row for Lynch Asset Management, Inc. 9,575 $4.92M 1.34% 0 13F-HR Timeline DENALI ADVISORS LLC More: the full row for DENALI ADVISORS LLC 9,573 $4.92M 0.5% +25 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 9,530 $4.89M 0.25% +1,566 13F-HR Timeline MOSAIC FAMILY WEALTH PARTNERS, LLC More: the full row for MOSAIC FAMILY WEALTH PARTNERS, LLC 9,506 $4.88M 0.33% +6,984 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 9,493 $4.88M 0.19% +1,400 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 9,434 $4.85M 0.43% -34 13F-HR Timeline HOHIMER WEALTH MANAGEMENT, LLC More: the full row for HOHIMER WEALTH MANAGEMENT, LLC 9,422 $4.84M 0.5% +2,645 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 9,420 $4.84M 0.16% +1,521 13F-HR Timeline Luma Capital S.A. - SPF More: the full row for Luma Capital S.A. - SPF 9,404 $4.83M 4.31% 0 13F-HR Timeline Hilltop Partners LLC More: the full row for Hilltop Partners LLC 9,385 $4.82M 1.17% +1,774 13F-HR Timeline BEARING POINT CAPITAL, LLC More: the full row for BEARING POINT CAPITAL, LLC 9,376 $4.82M 0.65% +159 13F-HR Timeline Fulcrum Asset Management LLP More: the full row for Fulcrum Asset Management LLP 9,423 $4.8M 0.48% -3,914 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 9,330 $4.79M 0.12% +574 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 9,299 $4.74M 0.26% -264 13F-HR Timeline Investors Towarzystwo Funduszy Inwestyc… More: the full row for Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna 9,208 $4.73M 1.57% +123 13F-HR Timeline FAIRVIEW CAPITAL INVESTMENT MANAGEMENT,… More: the full row for FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC 9,143 $4.7M 0.25% -4 13F-HR Timeline Naviter Wealth, LLC More: the full row for Naviter Wealth, LLC 9,130 $4.69M 0.43% +1,894 13F-HR Timeline Galaxy Digital Capital Management GP LLC in group Galaxy Group Investments LLC More: the full row for Galaxy Digital Capital Management GP LLC 9,108 $4.68M 2.8% +4,715 13F-HR Timeline Group Trust Asset Management LLC More: the full row for Trust Asset Management LLC 9,097 $4.67M 0.29% -16 13F-HR/A Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 9,082 $4.66M 0.09% +813 13F-HR Timeline Qtron Investments LLC More: the full row for Qtron Investments LLC 9,062 $4.65M 0.62% -495 13F-HR Timeline Berbice Capital Management LLC More: the full row for Berbice Capital Management LLC 9,046 $4.65M 2.41% -1,585 13F-HR Timeline Wealthcare Advisory Partners LLC group of 2 filers holding More: the full row for Wealthcare Advisory Partners LLC 9,018 $4.63M -577 Timeline Farmers National Bank More: the full row for Farmers National Bank 9,011 $4.63M 0.97% -235 13F-HR Timeline Vancity Investment Management Ltd More: the full row for Vancity Investment Management Ltd 9,005 $4.62M 0.69% -4,528 13F-HR Timeline