In-Depth Partners, LLC More: the full row for In-Depth Partners, LLC 9,362 $5.13M 5.89% +337 13F-HR Timeline Grafton Street Partners Fund, LP More: the full row for Grafton Street Partners Fund, LP 9,345 $5.12M 3.94% -1,807 13F-HR Timeline Cornerstone Advisory, LLC More: the full row for Cornerstone Advisory, LLC 9,145 $5.11M 0.6% +55 13F-HR Timeline BBR PARTNERS, LLC More: the full row for BBR PARTNERS, LLC 9,305 $5.1M 0.36% -235 13F-HR Timeline OCONNOR, A Distinct Business Unit of UB… More: the full row for OCONNOR, A Distinct Business Unit of UBS ASSET MANAGEMENT AMERICAS (LLC) 9,300 $5.1M 0.12% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Violich Capital Management, Inc. More: the full row for Violich Capital Management, Inc. 9,271 $5.08M 0.69% +228 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 9,267 $5.08M 0.47% +43 13F-HR Timeline GRANDFIELD & DODD, LLC More: the full row for GRANDFIELD & DODD, LLC 9,267 $5.08M 0.31% +28 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 9,264 $5.08M 0.19% -1,384 13F-HR Timeline Galvin, Gaustad & Stein, LLC More: the full row for Galvin, Gaustad & Stein, LLC 9,235 $5.06M 0.45% -298 13F-HR Timeline Turtle Creek Wealth Advisors, LLC More: the full row for Turtle Creek Wealth Advisors, LLC 9,207 $5.05M 0.75% new 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 9,199 $5.04M 0.27% +8 13F-HR Timeline DSG Capital Advisors, LLC More: the full row for DSG Capital Advisors, LLC 9,184 $5.03M 1.02% -95 13F-HR Timeline Morningstar Investment Services LLC in group Morningstar Investment Manage… More: the full row for Morningstar Investment Services LLC 9,175 $5.03M 0.92% -13,744 13F-HR Timeline Group Silphium Asset Management Ltd in group Silphium Asset Management Ltd More: the full row for Silphium Asset Management Ltd 9,120 $5M 4.03% +9 13F-HR Timeline Group BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 9,105 $4.99M 0.37% -1,109 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 9,198 $4.97M 0.48% +86 13F-HR Timeline Whitford Management LLC More: the full row for Whitford Management LLC 9,046 $4.96M 6.35% -28,929 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. MANAGED ASSET PORTFOLIOS, LLC More: the full row for MANAGED ASSET PORTFOLIOS, LLC 9,032 $4.95M 0.69% new 13F-HR Timeline MOODY NATIONAL BANK TRUST DIVISION in group MOODY NATIONAL BANK TRUST DIV… More: the full row for MOODY NATIONAL BANK TRUST DIVISION 9,030 $4.95M 0.52% -106 13F-HR Timeline Group Farmers National Bank More: the full row for Farmers National Bank 9,000 $4.93M 1.39% -251 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 8,986 $4.93M 0.19% -1,062 13F-HR Timeline Stonebridge Financial Group, LLC More: the full row for Stonebridge Financial Group, LLC 8,966 $4.91M 0.52% +119 13F-HR Timeline CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 8,956 $4.91M 0.24% +434 13F-HR Timeline INSPIRION WEALTH ADVISORS, LLC More: the full row for INSPIRION WEALTH ADVISORS, LLC 8,935 $4.9M 0.68% +15 13F-HR Timeline Sava Infond d.o.o. More: the full row for Sava Infond d.o.o. 8,895 $4.88M 0.93% -350 13F-HR Timeline Tranquility Partners, LLC More: the full row for Tranquility Partners, LLC 8,892 $4.87M 1.88% -223 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 8,869 $4.86M 0.34% +222 13F-HR Timeline Bey-Douglas LLC More: the full row for Bey-Douglas LLC 8,850 $4.85M 4.43% -79 13F-HR Timeline Clarius Group, LLC More: the full row for Clarius Group, LLC 8,829 $4.84M 0.3% +1,162 13F-HR Timeline Laurion Capital Management LP More: the full row for Laurion Capital Management LP 8,800 $4.82M 0.37% +8,176 13F-HR Timeline ADVOCATE GROUP LLC More: the full row for ADVOCATE GROUP LLC 8,790 $4.82M 0.88% +10 13F-HR Timeline OKABENA INVESTMENT SERVICES INC More: the full row for OKABENA INVESTMENT SERVICES INC 8,768 $4.81M 1.21% +4,393 13F-HR Timeline Dana Investment Advisors, Inc. More: the full row for Dana Investment Advisors, Inc. 8,740 $4.79M 0.17% +34 13F-HR Timeline PETREDIS INVESTMENT ADVISORS LLC More: the full row for PETREDIS INVESTMENT ADVISORS LLC 8,717 $4.78M 0.5% +120 13F-HR Timeline Financiere des Professionnels - Fonds d… More: the full row for Financiere des Professionnels - Fonds d'investissement inc. 8,662 $4.75M 0.31% -182 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 8,628 $4.73M 0.12% +1,193 13F-HR Timeline Strengthening Families & Communities, L… More: the full row for Strengthening Families & Communities, LLC 8,714 $4.73M 2.89% +369 13F-HR Timeline CEERA INVESTMENTS, LLC More: the full row for CEERA INVESTMENTS, LLC 8,625 $4.73M 1.63% -60 13F-HR Timeline COURIER CAPITAL LLC More: the full row for COURIER CAPITAL LLC 8,619 $4.72M 0.31% +1,275 13F-HR Timeline Citizens Business Bank More: the full row for Citizens Business Bank 8,618 $4.72M 1.02% +1,846 13F-HR Timeline Goelzer Investment Management, Inc. More: the full row for Goelzer Investment Management, Inc. 8,605 $4.72M 0.27% +74 13F-HR/A Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 8,586 $4.71M 0.23% -11 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 8,581 $4.7M 0.24% -131 13F-HR Timeline PEDDOCK CAPITAL ADVISORS, LLC More: the full row for PEDDOCK CAPITAL ADVISORS, LLC 8,561 $4.69M 1.19% -161 13F-HR Timeline Mathes Company, Inc. More: the full row for Mathes Company, Inc. 8,554 $4.69M 1.91% -340 13F-HR Timeline WEIK CAPITAL MANAGEMENT More: the full row for WEIK CAPITAL MANAGEMENT 8,506 $4.66M 1.9% -110 13F-HR Timeline MONETARY MANAGEMENT GROUP INC More: the full row for MONETARY MANAGEMENT GROUP INC 8,490 $4.65M 1.26% +25 13F-HR Timeline Aigen Investment Management, LP More: the full row for Aigen Investment Management, LP 8,473 $4.64M 0.74% new 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 8,454 $4.63M 0.24% -794 13F-HR Timeline KIRTLAND HILLS CAPITAL MANAGEMENT, LLC More: the full row for KIRTLAND HILLS CAPITAL MANAGEMENT, LLC 8,956 $4.63M 2.82% +222 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 8,435 $4.62M 0.34% -654 13F-HR Timeline Alliance Wealth Advisors, LLC /UT More: the full row for Alliance Wealth Advisors, LLC /UT 8,418 $4.61M 1.2% -806 13F-HR Timeline ORSER CAPITAL MANAGEMENT, LLC More: the full row for ORSER CAPITAL MANAGEMENT, LLC 8,389 $4.6M 3.38% 0 13F-HR Timeline CPC Advisors, LLC More: the full row for CPC Advisors, LLC 8,388 $4.6M 0.63% +756 13F-HR Timeline Essex Financial Services, Inc. group of 2 filers holding More: the full row for Essex Financial Services, Inc. 8,364 $4.58M -60 Timeline Rockline Wealth Management, LLC More: the full row for Rockline Wealth Management, LLC 8,335 $4.57M 1.27% +507 13F-HR Timeline Archford Capital Strategies, LLC More: the full row for Archford Capital Strategies, LLC 8,311 $4.56M 0.67% +1,142 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 8,292 $4.55M 0.07% +246 13F-HR Timeline Group SCHMIDT P J INVESTMENT MANAGEMENT INC More: the full row for SCHMIDT P J INVESTMENT MANAGEMENT INC 8,291 $4.54M 0.83% -11 13F-HR Timeline Kampmann Melissa S. More: the full row for Kampmann Melissa S. 8,278 $4.54M 3.59% -22 13F-HR Timeline Cutter & CO Brokerage, Inc. More: the full row for Cutter & CO Brokerage, Inc. 8,296 $4.54M 1.07% +4,161 13F-HR Timeline Coastal Bridge Advisors, LLC More: the full row for Coastal Bridge Advisors, LLC 8,271 $4.53M 0.41% new 13F-HR/A Timeline Promethos Capital, LLC More: the full row for Promethos Capital, LLC 8,238 $4.52M 1.66% -220 13F-HR Timeline CITIZENS & NORTHERN CORP in group CITIZENS & NORTHERN CORP More: the full row for CITIZENS & NORTHERN CORP 8,231 $4.51M 1.27% +59 13F-HR Timeline Group SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 8,227 $4.51M 0.15% +380 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 8,219 $4.5M 0.84% -174 13F-HR Timeline Group WD RUTHERFORD LLC More: the full row for WD RUTHERFORD LLC 8,704 $4.5M 2.4% -146 13F-HR Timeline HARVEY CAPITAL MANAGEMENT INC More: the full row for HARVEY CAPITAL MANAGEMENT INC 8,205 $4.5M 1.18% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Naviter Wealth, LLC More: the full row for Naviter Wealth, LLC 8,316 $4.5M 0.54% +122 13F-HR Timeline Quintet Private Bank (Europe) S.A. More: the full row for Quintet Private Bank (Europe) S.A. 8,160 $4.47M 0.26% -337 13F-HR Timeline Procyon Advisors, LLC More: the full row for Procyon Advisors, LLC 8,124 $4.45M 0.27% +836 13F-HR Timeline Texas Bank & Trust Co More: the full row for Texas Bank & Trust Co 8,113 $4.45M 1.88% +14 13F-HR Timeline Schechter Investment Advisors, LLC More: the full row for Schechter Investment Advisors, LLC 8,085 $4.43M 0.36% -1,968 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 8,072 $4.42M 0.28% -444 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 8,056 $4.42M 0.19% +286 13F-HR/A Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 8,052 $4.41M 0.95% +1,453 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 8,037 $4.41M 0.28% +82 13F-HR Timeline JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 8,036 $4.4M 1.26% -19 13F-HR/A Timeline Nationale-Nederlanden Powszechne Towarz… More: the full row for Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A. 8,023 $4.4M 0.91% new 13F-HR Timeline First Bank & Trust More: the full row for First Bank & Trust 8,004 $4.39M 0.85% +73 13F-HR Timeline Maven Securities LTD in group Maven Securities LTD More: the full row for Maven Securities LTD 8,003 $4.39M 0.96% +5,828 13F-HR Timeline Group PICTET BANK & TRUST Ltd More: the full row for PICTET BANK & TRUST Ltd 8,000 $4.38M 5.36% 0 13F-HR Timeline RedJay Asset Management Inc. More: the full row for RedJay Asset Management Inc. 8,000 $4.38M 2.37% new 13F-HR Timeline STANCE CAPITAL LLC More: the full row for STANCE CAPITAL LLC 7,992 $4.38M 3.24% -295 13F-HR Timeline INKWELL CAPITAL LLC More: the full row for INKWELL CAPITAL LLC 7,975 $4.37M 4.78% -47 13F-HR Timeline BEARING POINT CAPITAL, LLC More: the full row for BEARING POINT CAPITAL, LLC 7,933 $4.35M 0.92% +126 13F-HR Timeline Greenfield Savings Bank More: the full row for Greenfield Savings Bank 7,930 $4.35M 2.13% -109 13F-HR Timeline SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 7,899 $4.33M 0.25% +1,426 13F-HR Timeline Barbara Oil Co. More: the full row for Barbara Oil Co. 7,880 $4.32M 1.75% 0 13F-HR Timeline Williams Jones Wealth Management, LLC. More: the full row for Williams Jones Wealth Management, LLC. 7,870 $4.31M 0.06% +158 13F-HR Timeline Gibbs Wealth Management More: the full row for Gibbs Wealth Management 7,863 $4.31M 1.04% +1,156 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 7,861 $4.31M 0.14% +288 13F-HR Timeline IPG Investment Advisors LLC More: the full row for IPG Investment Advisors LLC 7,838 $4.3M 0.97% +2,594 13F-HR Timeline CGN Advisors LLC More: the full row for CGN Advisors LLC 7,833 $4.29M 0.42% -718 13F-HR Timeline Peak Asset Management, LLC More: the full row for Peak Asset Management, LLC 7,805 $4.28M 0.81% -28 13F-HR Timeline Bahl & Gaynor LLC More: the full row for Bahl & Gaynor LLC 7,749 $4.25M 0.02% -319 13F-HR Timeline Yukon Wealth Management, Inc. More: the full row for Yukon Wealth Management, Inc. 7,730 $4.24M 1.76% 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 7,724 $4.23M 0.36% +7,717 13F-HR Timeline INTRUST BANK NA More: the full row for INTRUST BANK NA 7,683 $4.21M 0.42% +100 13F-HR Timeline West Branch Capital LLC More: the full row for West Branch Capital LLC 7,669 $4.2M 1.4% +756 13F-HR Timeline Fiduciary Alliance LLC More: the full row for Fiduciary Alliance LLC 7,646 $4.19M 0.41% +81 13F-HR Timeline Tyche Wealth Partners LLC More: the full row for Tyche Wealth Partners LLC 7,644 $4.19M 0.91% -1,358 13F-HR Timeline GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 7,624 $4.18M 0.77% -190 13F-HR Timeline Pensionfund Sabic in group Pensionfund PDN More: the full row for Pensionfund Sabic 7,600 $4.17M 1.24% -1,400 13F-HR Timeline Group Banco de Sabadell, S.A More: the full row for Banco de Sabadell, S.A 7,592 $4.16M 3.17% +462 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 7,593 $4.16M 0.84% +42 13F-HR Timeline CULLEN INVESTMENT GROUP, LTD. More: the full row for CULLEN INVESTMENT GROUP, LTD. 7,566 $4.15M 0.63% -1,066 13F-HR Timeline MATTERN CAPITAL MANAGEMENT, LLC More: the full row for MATTERN CAPITAL MANAGEMENT, LLC 7,543 $4.13M 0.53% +6,272 13F-HR Timeline Farringdon Capital, Ltd. More: the full row for Farringdon Capital, Ltd. 7,536 $4.13M 2.08% +2,107 13F-HR Timeline PETERSON WEALTH MANAGEMENT More: the full row for PETERSON WEALTH MANAGEMENT 7,525 $4.12M 2.78% -3,404 13F-HR Timeline Capital Asset Advisory Services LLC More: the full row for Capital Asset Advisory Services LLC 7,530 $4.12M 0.21% -1,274 13F-HR Timeline Wolf Group Capital Advisors More: the full row for Wolf Group Capital Advisors 7,490 $4.11M 1.38% -2,465 13F-HR Timeline Houlihan Financial Resource Group, Ltd. More: the full row for Houlihan Financial Resource Group, Ltd. 7,476 $4.1M 1.84% -230 13F-HR Timeline San Luis Wealth Advisors LLC More: the full row for San Luis Wealth Advisors LLC 7,466 $4.09M 0.93% -3,220 13F-HR/A Timeline Wealthcare Advisory Partners LLC group of 2 filers holding More: the full row for Wealthcare Advisory Partners LLC 7,461 $4.09M +212 Timeline Blue Edge Capital, LLC More: the full row for Blue Edge Capital, LLC 7,452 $4.08M 0.66% +14 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 7,443 $4.08M 0.2% -550 13F-HR Timeline UNIVEST FINANCIAL Corp in group UNIVEST FINANCIAL Corp More: the full row for UNIVEST FINANCIAL Corp 7,436 $4.08M 0.27% +3,452 13F-HR Timeline Group Arax Advisory Partners More: the full row for Arax Advisory Partners 7,420 $4.07M 0.26% -1,155 13F-HR Timeline Portfolio Design Labs, LLC More: the full row for Portfolio Design Labs, LLC 7,416 $4.06M 0.84% -2,934 13F-HR Timeline Fairfield Financial Advisors, LTD More: the full row for Fairfield Financial Advisors, LTD 7,396 $4.05M 1.53% -23 13F-HR Timeline Cohen Capital Management, Inc. More: the full row for Cohen Capital Management, Inc. 7,366 $4.04M 0.69% 0 13F-HR Timeline Forge First Asset Management Inc. More: the full row for Forge First Asset Management Inc. 7,300 $4M 1.74% 0 13F-HR Timeline WealthPLAN Partners, LLC More: the full row for WealthPLAN Partners, LLC 7,216 $3.96M 0.56% -245 13F-HR Timeline Klingman & Associates, LLC More: the full row for Klingman & Associates, LLC 7,214 $3.95M 0.24% -22 13F-HR Timeline Papamarkou Wellner Asset Management inc. More: the full row for Papamarkou Wellner Asset Management inc. 7,210 $3.95M 2.75% -179 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 7,190 $3.94M 0.28% +1,122 13F-HR Timeline United Bank More: the full row for United Bank 7,163 $3.93M 1.62% +451 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 7,156 $3.92M 0.13% +480 13F-HR Timeline Prospect Hill Management, LLC More: the full row for Prospect Hill Management, LLC 7,150 $3.92M 2.04% 0 13F-HR Timeline Circle Wealth Management, LLC More: the full row for Circle Wealth Management, LLC 7,147 $3.92M 0.09% -21 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 7,136 $3.91M 0.39% +1,214 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 7,130 $3.91M 0.1% +2,630 13F-HR Timeline LVW Advisors, LLC More: the full row for LVW Advisors, LLC 7,124 $3.91M 0.47% +199 13F-HR Timeline Katamaran Capital LLP More: the full row for Katamaran Capital LLP 7,122 $3.9M 5.08% +4,338 13F-HR Timeline ORLEANS CAPITAL MANAGEMENT CORP/LA More: the full row for ORLEANS CAPITAL MANAGEMENT CORP/LA 7,104 $3.89M 2.29% +57 13F-HR Timeline Harold Davidson & Associates Inc. More: the full row for Harold Davidson & Associates Inc. 7,081 $3.88M 2.12% -49 13F-HR Timeline Global Trust Asset Management, LLC More: the full row for Global Trust Asset Management, LLC 7,069 $3.87M 2.36% -675 13F-HR Timeline SPINNAKER TRUST More: the full row for SPINNAKER TRUST 7,063 $3.87M 0.25% +210 13F-HR Timeline GWN SECURITIES INC. More: the full row for GWN SECURITIES INC. 6,814 $3.86M 0.22% +4,081 13F-HR Timeline VIKING FUND MANAGEMENT LLC More: the full row for VIKING FUND MANAGEMENT LLC 7,000 $3.84M 0.55% 0 13F-HR Timeline Sawyer & Company, Inc More: the full row for Sawyer & Company, Inc 6,967 $3.82M 1.54% 0 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 6,955 $3.81M 0.12% +131 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 6,950 $3.81M 0.41% +216 13F-HR Timeline Enterprise Bank & Trust Co More: the full row for Enterprise Bank & Trust Co 6,929 $3.8M 1.47% +42 13F-HR Timeline Cox Capital Mgt LLC More: the full row for Cox Capital Mgt LLC 6,929 $3.8M 2.77% -175 13F-HR Timeline Lynch Asset Management, Inc. More: the full row for Lynch Asset Management, Inc. 6,925 $3.8M 1.7% 0 13F-HR Timeline CRA Financial Services, LLC More: the full row for CRA Financial Services, LLC 6,920 $3.79M 0.65% -337 13F-HR Timeline Entropy Technologies, LP More: the full row for Entropy Technologies, LP 6,881 $3.77M 0.37% new 13F-HR Timeline Roble, Belko & Company, Inc More: the full row for Roble, Belko & Company, Inc 6,849 $3.75M 0.6% -480 13F-HR Timeline Accent Capital Management, LLC More: the full row for Accent Capital Management, LLC 6,829 $3.74M 2.16% +108 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 6,821 $3.74M 1.68% +76 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 6,797 $3.73M 0.58% +62 13F-HR Timeline NBW CAPITAL LLC More: the full row for NBW CAPITAL LLC 6,761 $3.71M 0.82% -1,967 13F-HR Timeline BANK OF HAWAII More: the full row for BANK OF HAWAII 6,743 $3.7M 0.21% -290 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 6,736 $3.69M 0.27% +142 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 6,736 $3.69M 0.05% +992 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 6,673 $3.66M 0.2% -163 13F-HR Timeline Group STEVENS CAPITAL MANAGEMENT LP More: the full row for STEVENS CAPITAL MANAGEMENT LP 6,667 $3.65M 0.91% +5,429 13F-HR Timeline IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVA… More: the full row for IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVATE Ltd 6,729 $3.64M 2.27% +213 13F-HR Timeline Agate Pass Investment Management, LLC More: the full row for Agate Pass Investment Management, LLC 6,637 $3.64M 1.56% -220 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 6,630 $3.63M 0.97% +60 13F-HR Timeline OLD SECOND NATIONAL BANK OF AURORA More: the full row for OLD SECOND NATIONAL BANK OF AURORA 6,627 $3.63M 0.86% -459 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 6,609 $3.62M 0.11% -57 13F-HR Timeline Redmond Asset Management, LLC More: the full row for Redmond Asset Management, LLC 6,606 $3.62M 0.93% +72 13F-HR Timeline Duncan Williams Asset Management, LLC More: the full row for Duncan Williams Asset Management, LLC 6,595 $3.61M 1.31% +272 13F-HR Timeline Simmons Bank in group Simmons Bank More: the full row for Simmons Bank 6,591 $3.61M 0.27% -75 13F-HR Timeline Group Lindbrook Capital, LLC More: the full row for Lindbrook Capital, LLC 6,585 $3.61M 0.33% +862 13F-HR Timeline Modus Advisors, LLC More: the full row for Modus Advisors, LLC 6,573 $3.6M 1.18% -58 13F-HR Timeline COUNTRY CLUB BANK More: the full row for COUNTRY CLUB BANK 6,655 $3.6M 0.24% +4 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 6,542 $3.59M 0.26% -487 13F-HR Timeline Group HOWLAND CAPITAL MANAGEMENT LLC More: the full row for HOWLAND CAPITAL MANAGEMENT LLC 6,527 $3.58M 0.16% +1,685 13F-HR Timeline Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 6,999 $3.57M 0.68% -108 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 6,488 $3.56M 0.47% +592 13F-HR Timeline Sheaff Brock Investment Advisors, LLC More: the full row for Sheaff Brock Investment Advisors, LLC 6,483 $3.55M 0.33% -5 13F-HR Timeline STRATEGIC PLANNING GROUP, LLC More: the full row for STRATEGIC PLANNING GROUP, LLC 6,474 $3.55M 0.69% +801 13F-HR Timeline OneAscent Financial Services LLC group of 4 filers holding More: the full row for OneAscent Financial Services LLC 6,460 $3.54M +1,643 Timeline Arjuna Capital More: the full row for Arjuna Capital 6,457 $3.54M 0.98% -718 13F-HR Timeline Centre Asset Management, LLC More: the full row for Centre Asset Management, LLC 6,450 $3.54M 0.91% new 13F-HR Timeline RiverPark Advisors, LLC group of 2 filers holding More: the full row for RiverPark Advisors, LLC 6,444 $3.53M -4,642 Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 6,428 $3.52M 0.11% +15 13F-HR Timeline Group Semmax Financial Advisors Inc. More: the full row for Semmax Financial Advisors Inc. 6,192 $3.52M 0.95% -388 13F-HR Timeline Segment Wealth Management, LLC More: the full row for Segment Wealth Management, LLC 6,417 $3.52M 0.24% +596 13F-HR Timeline PEOPLES FINANCIAL SERVICES CORP. More: the full row for PEOPLES FINANCIAL SERVICES CORP. 6,417 $3.52M 1.69% -532 13F-HR Timeline Americana Partners, LLC More: the full row for Americana Partners, LLC 6,411 $3.51M 0.14% +596 13F-HR Timeline Maia Wealth LLC More: the full row for Maia Wealth LLC 6,808 $3.49M 0.79% -90 13F-HR Timeline Kendall Capital Management More: the full row for Kendall Capital Management 6,343 $3.48M 1.02% +46 13F-HR Timeline WOODARD & CO ASSET MANAGEMENT GROUP INC… More: the full row for WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV 6,333 $3.47M 0.73% -1,143 13F-HR Timeline Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 6,329 $3.47M 0.24% +378 13F-HR Timeline Fortune Financial Advisors, LLC More: the full row for Fortune Financial Advisors, LLC 6,314 $3.46M 2.98% +65 13F-HR Timeline SummitTX Capital, L.P. 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