Ullmann Wealth Partners Group, LLC More: the full row for Ullmann Wealth Partners Group, LLC 4,906 $1.6M 0.17% -500 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 4,899 $1.6M 0.04% +2,129 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 4,869 $1.59M 0.02% +122 13F-HR Timeline CDM FINANCIAL COUNSELING SERVICES, INC. More: the full row for CDM FINANCIAL COUNSELING SERVICES, INC. 4,857 $1.59M 1.52% +177 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 4,846 $1.58M 0.02% -240 13F-HR Timeline WT Wealth Management More: the full row for WT Wealth Management 4,820 $1.58M 0.47% new 13F-HR Timeline EADS & HEALD WEALTH MANAGEMENT More: the full row for EADS & HEALD WEALTH MANAGEMENT 4,812 $1.57M 0.78% -252 13F-HR Timeline Proactive Wealth Strategies LLC More: the full row for Proactive Wealth Strategies LLC 4,796 $1.57M 0.29% +2,404 13F-HR Timeline CANADA PENSION PLAN INVESTMENT BOARD More: the full row for CANADA PENSION PLAN INVESTMENT BOARD 4,782 $1.56M <0.01% -65,611 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 4,767 $1.56M 0.02% +222 13F-HR Timeline Group BOOTHBAY FUND MANAGEMENT, LLC More: the full row for BOOTHBAY FUND MANAGEMENT, LLC 4,750 $1.55M 0.04% new 13F-HR Timeline BRADLEY FOSTER & SARGENT INC/CT More: the full row for BRADLEY FOSTER & SARGENT INC/CT 4,745 $1.55M 0.02% -5 13F-HR/A Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 4,741 $1.55M 0.03% -1,321 13F-HR Timeline Evernest Financial Advisors, LLC More: the full row for Evernest Financial Advisors, LLC 4,299 $1.55M 0.32% +71 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 4,978 $1.54M 0.03% 0 13F-HR Timeline Kintegral Advisory, LLC in group Kintegral Advisory, LLC More: the full row for Kintegral Advisory, LLC 4,705 $1.54M 0.15% -209 13F-HR Timeline Group BIP Wealth, LLC More: the full row for BIP Wealth, LLC 4,688 $1.53M 0.06% +115 13F-HR Timeline Canada Post Corp Registered Pension Plan More: the full row for Canada Post Corp Registered Pension Plan 4,675 $1.53M 0.06% -1,000 13F-HR Timeline Marshall Financial Group, LLC More: the full row for Marshall Financial Group, LLC 4,675 $1.53M 0.24% 0 13F-HR Timeline MidFirst Bank More: the full row for MidFirst Bank 4,666 $1.53M 0.13% -24 13F-HR Timeline PRAXIS INVESTMENT MANAGEMENT INC More: the full row for PRAXIS INVESTMENT MANAGEMENT INC 4,660 $1.52M 0.09% 0 13F-HR Timeline GAMCO Investors (Gabelli) group of 2 filers holding More: the full row for GAMCO Investors (Gabelli) 4,652 $1.52M +1,152 Timeline DecisionPoint Financial, LLC More: the full row for DecisionPoint Financial, LLC 4,650 $1.52M 0.33% 0 13F-HR Timeline Vestcor Inc More: the full row for Vestcor Inc 4,627 $1.51M 0.04% 0 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 4,608 $1.51M 0.16% -50 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 4,567 $1.49M 0.05% +33 13F-HR Timeline Chicago Capital, LLC More: the full row for Chicago Capital, LLC 4,564 $1.49M 0.04% +14 13F-HR Timeline BOCHK Asset Management Ltd More: the full row for BOCHK Asset Management Ltd 4,540 $1.48M 0.31% -660 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 4,518 $1.48M 0.05% +881 13F-HR Timeline Group iSAM Funds (UK) Ltd in group iSAM Funds (UK) Ltd More: the full row for iSAM Funds (UK) Ltd 4,501 $1.47M 0.73% new 13F-HR Timeline Group Smith Salley Wealth Management More: the full row for Smith Salley Wealth Management 4,485 $1.47M 0.07% -291 13F-HR Timeline Turtle Creek Wealth Advisors, LLC More: the full row for Turtle Creek Wealth Advisors, LLC 4,478 $1.46M 0.11% +92 13F-HR Timeline BURKE & HERBERT BANK & TRUST CO More: the full row for BURKE & HERBERT BANK & TRUST CO 4,469 $1.46M 0.4% 0 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 4,466 $1.46M 0.03% +343 13F-HR Timeline Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 4,451 $1.46M 0.1% +124 13F-HR Timeline Alpha Omega Wealth Management LLC More: the full row for Alpha Omega Wealth Management LLC 4,446 $1.45M 0.24% -40 13F-HR Timeline Hudson Value Partners, LLC More: the full row for Hudson Value Partners, LLC 4,400 $1.44M 0.43% -25 13F-HR Timeline ICICI Prudential Asset Management Co Ltd More: the full row for ICICI Prudential Asset Management Co Ltd 4,391 $1.44M 0.17% +85 13F-HR Timeline LifeWealth Investments, LLC More: the full row for LifeWealth Investments, LLC 4,365 $1.43M 0.43% -1 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 4,334 $1.42M 0.01% +514 13F-HR Timeline Group Essex Financial Services, Inc. group of 2 filers holding More: the full row for Essex Financial Services, Inc. 4,322 $1.41M +202 Timeline Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 4,318 $1.41M 0.03% -3,084 13F-HR Timeline Birch Hill Investment Advisors LLC More: the full row for Birch Hill Investment Advisors LLC 4,291 $1.4M 0.06% 0 13F-HR Timeline Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 4,276 $1.4M 0.02% +38 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 4,227 $1.38M 0.08% new 13F-HR Timeline Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 4,208 $1.38M 0.05% 0 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 4,196 $1.37M 0.02% +215 13F-HR Timeline Group NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 4,180 $1.37M 0.02% -2,245 13F-HR Timeline Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 4,176 $1.37M 0.04% +278 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 3,853 $1.35M 0.04% +3,066 13F-HR Timeline TUCKER ASSET MANAGEMENT LLC More: the full row for TUCKER ASSET MANAGEMENT LLC 4,117 $1.35M 0.4% +1,265 13F-HR Timeline Alexis Investment Partners, LLC More: the full row for Alexis Investment Partners, LLC 4,204 $1.34M 0.92% +682 13F-HR Timeline HARBOR CAPITAL ADVISORS, INC. More: the full row for HARBOR CAPITAL ADVISORS, INC. 4,072 $1.33M 0.11% -5,274 13F-HR Timeline Invst, LLC More: the full row for Invst, LLC 4,051 $1.32M 0.15% -664 13F-HR Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 4,016 $1.31M 0.08% +2 13F-HR Timeline RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 4,008 $1.31M 0.02% +403 13F-HR Timeline Beverly Hills Private Wealth, LLC More: the full row for Beverly Hills Private Wealth, LLC 4,000 $1.31M 0.22% +206 13F-HR Timeline Campbell & CO Investment Adviser LLC More: the full row for Campbell & CO Investment Adviser LLC 3,987 $1.3M 0.07% new 13F-HR Timeline BURNEY CO/ More: the full row for BURNEY CO/ 3,975 $1.3M 0.04% -1,509 13F-HR Timeline MCCARTER PRIVATE WEALTH SERVICES LLC More: the full row for MCCARTER PRIVATE WEALTH SERVICES LLC 3,967 $1.3M 0.56% +643 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 3,942 $1.29M 0.01% -1,806 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 3,939 $1.29M 0.05% +2,969 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 3,923 $1.28M 0.04% +710 13F-HR Timeline PATTEN & PATTEN INC/TN More: the full row for PATTEN & PATTEN INC/TN 3,922 $1.28M 0.08% 0 13F-HR Timeline Americana Partners, LLC More: the full row for Americana Partners, LLC 3,922 $1.28M 0.03% 0 13F-HR Timeline Nilsine Partners, LLC More: the full row for Nilsine Partners, LLC 3,546 $1.28M 0.1% +118 13F-HR Timeline Banque Cantonale Vaudoise in group Banque Cantonale Vaudoise More: the full row for Banque Cantonale Vaudoise 3,905 $1.28M 0.05% +2,887 13F-HR Timeline Group Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 3,603 $1.28M 0.15% -114 13F-HR Timeline Western Financial Corp/CA More: the full row for Western Financial Corp/CA 3,887 $1.27M 0.5% -545 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 3,876 $1.27M 0.02% +160 13F-HR/A Timeline Private Wealth Partners, LLC More: the full row for Private Wealth Partners, LLC 3,869 $1.27M 0.1% 0 13F-HR Timeline LBP AM SA More: the full row for LBP AM SA 3,863 $1.26M 0.02% -24,720 13F-HR Timeline MASTERINVEST Kapitalanlage GmbH More: the full row for MASTERINVEST Kapitalanlage GmbH 3,859 $1.26M 0.13% +1,432 13F-HR Timeline DoubleLine ETF Adviser LP More: the full row for DoubleLine ETF Adviser LP 3,835 $1.25M 0.48% -736 13F-HR Timeline MEYER HANDELMAN CO More: the full row for MEYER HANDELMAN CO 3,833 $1.25M 0.04% 0 13F-HR Timeline Bollard Group LLC More: the full row for Bollard Group LLC 3,819 $1.25M 0.04% +7 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 3,813 $1.25M 0.07% -10 13F-HR Timeline Unifi Asset Management LP More: the full row for Unifi Asset Management LP 3,800 $1.24M 0.71% +1,928 13F-HR Timeline Torrey Growth & Income Advisors More: the full row for Torrey Growth & Income Advisors 3,835 $1.24M 0.52% -300 13F-HR Timeline Affiance Financial, LLC More: the full row for Affiance Financial, LLC 3,765 $1.23M 0.2% 0 13F-HR Timeline FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 3,476 $1.23M 0.07% -1,686 13F-HR/A Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 3,740 $1.22M 0.02% +671 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 3,739 $1.22M 0.07% -130 13F-HR Timeline Greykasell Wealth Strategies, Inc. More: the full row for Greykasell Wealth Strategies, Inc. 3,738 $1.22M 0.49% -123 13F-HR Timeline Pine Haven Investment Counsel, Inc More: the full row for Pine Haven Investment Counsel, Inc 3,706 $1.21M 0.89% 0 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 3,421 $1.21M 0.02% +103 13F-HR Timeline TCW GROUP INC in group TCW GROUP INC More: the full row for TCW GROUP INC 3,652 $1.19M 0.01% +177 13F-HR Timeline Group Mechanics Financial Corp More: the full row for Mechanics Financial Corp 3,633 $1.19M 0.5% -405 13F-HR Timeline Martel Wealth Advisors LLC More: the full row for Martel Wealth Advisors LLC 3,615 $1.18M 0.2% 0 13F-HR Timeline NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 3,597 $1.18M 0.11% +77 13F-HR Timeline Oak Harvest Investment Services More: the full row for Oak Harvest Investment Services 3,576 $1.17M 0.12% -281 13F-HR Timeline ST GERMAIN D J CO INC in group ST GERMAIN D J CO INC More: the full row for ST GERMAIN D J CO INC 3,562 $1.17M 0.05% +2 13F-HR Timeline Group Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 3,561 $1.16M 0.08% +3 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 3,555 $1.16M 0.01% -76 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 3,555 $1.16M 0.07% +21 13F-HR Timeline PHYSICIANS FINANCIAL SERVICES, INC. More: the full row for PHYSICIANS FINANCIAL SERVICES, INC. 3,550 $1.16M 0.32% -25 13F-HR Timeline NorthCoast Asset Management LLC More: the full row for NorthCoast Asset Management LLC 3,541 $1.16M 0.03% -50 13F-HR Timeline Frederick Financial Consultants, LLC More: the full row for Frederick Financial Consultants, LLC 3,532 $1.16M 0.57% +1 13F-HR Timeline SK Wealth Management, LLC More: the full row for SK Wealth Management, LLC 3,417 $1.15M 0.32% +33 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 3,504 $1.15M 0.03% -1,268 13F-HR Timeline AMG National Trust Bank More: the full row for AMG National Trust Bank 3,493 $1.14M 0.02% +50 13F-HR Timeline Morey & Quinn Wealth Partners, LLC More: the full row for Morey & Quinn Wealth Partners, LLC 3,485 $1.14M 0.81% 0 13F-HR Timeline AlTi Global, Inc. in group AlTi Global, Inc. More: the full row for AlTi Global, Inc. 3,478 $1.14M 0.02% +27 13F-HR Timeline Group Ramirez Asset Management, Inc. More: the full row for Ramirez Asset Management, Inc. 3,447 $1.13M 0.14% -16 13F-HR Timeline 111 Capital More: the full row for 111 Capital 3,415 $1.12M 0.28% +2,070 13F-HR Timeline Stanley-Laman Group, Ltd. More: the full row for Stanley-Laman Group, Ltd. 3,390 $1.11M 0.14% +550 13F-HR Timeline CX Institutional More: the full row for CX Institutional 3,384 $1.11M 0.03% -177 13F-HR Timeline Shakespeare Wealth Management, LLC More: the full row for Shakespeare Wealth Management, LLC 3,384 $1.11M 0.26% +2 13F-HR Timeline Elevated Financial Group LLC More: the full row for Elevated Financial Group LLC 3,375 $1.1M 0.37% -129 13F-HR Timeline XML Financial, LLC More: the full row for XML Financial, LLC 3,367 $1.1M 0.09% -894 13F-HR Timeline ELCO Management Co., LLC More: the full row for ELCO Management Co., LLC 3,366 $1.1M 0.53% -105 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 3,364 $1.1M 0.06% -327 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 3,356 $1.1M 0.03% +497 13F-HR Timeline REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 3,342 $1.09M 0.01% -1,584 13F-HR Timeline Group DELTA ASSET MANAGEMENT LLC/TN More: the full row for DELTA ASSET MANAGEMENT LLC/TN 3,336 $1.09M 0.1% -117 13F-HR Timeline OAK RIDGE INVESTMENTS LLC More: the full row for OAK RIDGE INVESTMENTS LLC 3,316 $1.08M 0.07% new 13F-HR Timeline VAN STRUM & TOWNE INC. More: the full row for VAN STRUM & TOWNE INC. 3,305 $1.08M 0.32% -275 13F-HR Timeline Redwood Investment Management, LLC in group Redwood Investment Management… More: the full row for Redwood Investment Management, LLC 3,286 $1.07M 0.13% -325 13F-HR/A Timeline Group BALANCED WEALTH GROUP LLC More: the full row for BALANCED WEALTH GROUP LLC 3,286 $1.07M 0.38% -118 13F-HR Timeline 2UniFi Bank More: the full row for 2UniFi Bank 3,285 $1.07M 0.52% -62 13F-HR Timeline BRIDGES INVESTMENT MANAGEMENT INC More: the full row for BRIDGES INVESTMENT MANAGEMENT INC 3,277 $1.07M 0.01% 0 13F-HR Timeline CONTRAVISORY INVESTMENT MANAGEMENT, INC. More: the full row for CONTRAVISORY INVESTMENT MANAGEMENT, INC. 3,250 $1.06M 0.22% +33 13F-HR Timeline Carl P. Sherr & Co., LLC More: the full row for Carl P. Sherr & Co., LLC 3,225 $1.05M 0.5% 0 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 3,216 $1.05M 0.03% -272 13F-HR Timeline MY Wealth Management Inc. More: the full row for MY Wealth Management Inc. 4,407 $1.05M 1.02% 0 13F-HR Timeline PFS Partners, LLC More: the full row for PFS Partners, LLC 3,209 $1.05M 0.48% +6 13F-HR Timeline Havemeyer Place LP More: the full row for Havemeyer Place LP 3,185 $1.04M 0.12% new 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 3,183 $1.04M 0.02% -5,252 13F-HR Timeline Fulton Bank, N.A. More: the full row for Fulton Bank, N.A. 3,171 $1.04M 0.04% +40 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 3,103 $1.03M 0.02% +1,305 13F-HR Timeline CANANDAIGUA NATIONAL CORP in group CANANDAIGUA NATIONAL BANK & T… More: the full row for CANANDAIGUA NATIONAL CORP 3,162 $1.03M 0.09% 13F-HR Timeline Group Security National Bank More: the full row for Security National Bank 3,149 $1.03M 0.15% -38 13F-HR Timeline Keudell/Morrison Wealth Management More: the full row for Keudell/Morrison Wealth Management 3,143 $1.03M 0.21% +184 13F-HR Timeline Great Lakes Retirement, Inc. More: the full row for Great Lakes Retirement, Inc. 3,124 $1.02M 0.11% -50 13F-HR Timeline Choate Investment Advisors More: the full row for Choate Investment Advisors 3,104 $1.02M 0.02% +71 13F-HR Timeline EAGLE GLOBAL ADVISORS LLC More: the full row for EAGLE GLOBAL ADVISORS LLC 3,100 $1.01M 0.04% 0 13F-HR Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 3,100 $1.01M 0.01% -18,242 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 3,077 $1.01M 0.02% +349 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. NORTHBRIDGE FINANCIAL GROUP, LLC More: the full row for NORTHBRIDGE FINANCIAL GROUP, LLC 2,745 $987K 0.42% +27 13F-HR Timeline Glenview Trust Co More: the full row for Glenview Trust Co 2,990 $978K 0.02% +2 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 2,982 $975K 0.07% +279 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 2,974 $973K 0.11% -605 13F-HR Timeline Cornerstone Advisory, LLC More: the full row for Cornerstone Advisory, LLC 2,970 $971K 0.09% +107 13F-HR Timeline ANCHOR CAPITAL ADVISORS LLC More: the full row for ANCHOR CAPITAL ADVISORS LLC 2,956 $967K 0.03% -22 13F-HR Timeline Destiny Wealth Partners, LLC More: the full row for Destiny Wealth Partners, LLC 2,952 $965K 0.11% 0 13F-HR Timeline Haverford Trust Co More: the full row for Haverford Trust Co 2,948 $964K 0.01% -367 13F-HR Timeline Leeward Financial Partners, LLC More: the full row for Leeward Financial Partners, LLC 2,924 $956K 0.28% -1,206 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 2,914 $953K 0.09% -312 13F-HR Timeline U S GLOBAL INVESTORS INC More: the full row for U S GLOBAL INVESTORS INC 2,900 $949K 0.11% -2,900 13F-HR Timeline Bragg Financial Advisors, Inc More: the full row for Bragg Financial Advisors, Inc 2,888 $945K 0.03% +21 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 2,873 $940K 0.02% 0 13F-HR Timeline GATEWAY INVESTMENT ADVISERS LLC More: the full row for GATEWAY INVESTMENT ADVISERS LLC 2,867 $938K 0.01% -22,823 13F-HR Timeline Port Capital LLC More: the full row for Port Capital LLC 2,856 $934K 0.04% -14 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 2,855 $934K 0.05% +397 13F-HR Timeline Carmignac Gestion More: the full row for Carmignac Gestion 2,838 $928K 0.01% -7,644 13F-HR Timeline Fiduciary Alliance LLC More: the full row for Fiduciary Alliance LLC 2,534 $922K 0.06% +3 13F-HR Timeline FERGUSON WELLMAN CAPITAL MANAGEMENT, INC More: the full row for FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 2,804 $917K 0.01% +2 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 2,801 $916K 0.02% -90 13F-HR Timeline Westover Capital Advisors, LLC More: the full row for Westover Capital Advisors, LLC 2,800 $916K 0.17% +1 13F-HR Timeline Portside Wealth Group, LLC More: the full row for Portside Wealth Group, LLC 2,795 $914K 0.12% +2,137 13F-HR Timeline CBRE INVESTMENT MANAGEMENT LISTED REAL … More: the full row for CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC 2,792 $913K 0.01% -2,493 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 2,784 $910K 0.06% +9 13F-HR Timeline THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 2,778 $908K 0.05% +3 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 2,771 $906K 0.01% -177 13F-HR Timeline Agate Pass Investment Management, LLC More: the full row for Agate Pass Investment Management, LLC 2,771 $906K 0.35% +770 13F-HR Timeline CARRET ASSET MANAGEMENT, LLC More: the full row for CARRET ASSET MANAGEMENT, LLC 2,766 $905K 0.09% 0 13F-HR Timeline Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 2,761 $903K <0.01% -127 13F-HR Timeline SOUTH PLAINS FINANCIAL, INC. More: the full row for SOUTH PLAINS FINANCIAL, INC. 2,760 $903K 0.52% -216 13F-HR Timeline Houlihan Financial Resource Group, Ltd. More: the full row for Houlihan Financial Resource Group, Ltd. 2,752 $900K 0.35% 0 13F-HR Timeline Greenfield Savings Bank More: the full row for Greenfield Savings Bank 2,734 $894K 0.38% -59 13F-HR Timeline Volterra Technologies LP More: the full row for Volterra Technologies LP 2,731 $893K 0.63% new 13F-HR Timeline Phoenix Financial Ltd. in group Phoenix Financial Ltd. More: the full row for Phoenix Financial Ltd. 2,551 $893K 0.01% new 13F-HR Timeline Group Pinnacle Financial Partners, Inc. in group Pinnacle Financial Partners, … More: the full row for Pinnacle Financial Partners, Inc. 2,728 $893K 0.01% -69 13F-HR Timeline Group JB Capital LLC More: the full row for JB Capital LLC 2,720 $890K 0.04% 0 13F-HR Timeline Howard Capital Management, LLC More: the full row for Howard Capital Management, LLC 2,692 $880K 0.01% -3,654 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 2,687 $879K 0.06% 0 13F-HR Timeline Embree Financial Group More: the full row for Embree Financial Group 2,670 $873K 0.1% +16 13F-HR Timeline Catalyst Funds Management Pty Ltd More: the full row for Catalyst Funds Management Pty Ltd 2,660 $870K 0.15% new 13F-HR Timeline ROCKLAND TRUST CO More: the full row for ROCKLAND TRUST CO 2,659 $870K 0.03% +512 13F-HR Timeline Curi Capital, LLC More: the full row for Curi Capital, LLC 2,646 $865K 0.02% -514 13F-HR Timeline First Financial Bankshares Inc More: the full row for First Financial Bankshares Inc 2,643 $864K 0.02% 0 13F-HR Timeline FFT WEALTH MANAGEMENT LLC More: the full row for FFT WEALTH MANAGEMENT LLC 2,630 $860K 0.16% new 13F-HR Timeline Argent Trust Co More: the full row for Argent Trust Co 2,626 $859K 0.03% -191 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 2,615 $855K 0.08% +65 13F-HR Timeline Group Ipswich Investment Management Co., Inc. More: the full row for Ipswich Investment Management Co., Inc. 2,605 $852K 0.2% -244 13F-HR Timeline Trust Asset Management LLC More: the full row for Trust Asset Management LLC 2,571 $841K 0.06% 0 13F-HR Timeline SUMITOMO LIFE INSURANCE CO More: the full row for SUMITOMO LIFE INSURANCE CO 2,563 $838K 0.02% +73 13F-HR Timeline TRED AVON FAMILY WEALTH, LLC More: the full row for TRED AVON FAMILY WEALTH, LLC 2,563 $838K 0.28% -31 13F-HR Timeline QTR Family Wealth, LLC More: the full row for QTR Family Wealth, LLC 2,278 $835K 0.35% +4 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 2,539 $830K 0.01% -10 13F-HR Timeline Employees Retirement System of Texas More: the full row for Employees Retirement System of Texas 2,534 $829K 0.01% -1,267 13F-HR Timeline Field & Main Bank More: the full row for Field & Main Bank 2,528 $827K 0.24% -55 13F-HR Timeline TCV Trust & Wealth Management, Inc. More: the full row for TCV Trust & Wealth Management, Inc. 2,527 $827K 0.07% -372 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 2,513 $822K 0.15% +1,706 13F-HR Timeline LITTLE HOUSE CAPITAL LLC More: the full row for LITTLE HOUSE CAPITAL LLC 2,490 $814K 0.21% 0 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 2,472 $808K 0.01% +30 13F-HR Timeline OFI INVEST ASSET MANAGEMENT More: the full row for OFI INVEST ASSET MANAGEMENT 2,629 $808K 0.01% +1,821 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 2,465 $806K 0.04% -21 13F-HR Timeline Twin Tree Management, LP More: the full row for Twin Tree Management, LP 2,459 $804K 0.17% +1,080 13F-HR Timeline Summit Wealth Partners, LLC More: the full row for Summit Wealth Partners, LLC 2,450 $801K 0.13% +1,450 13F-HR Timeline