Sustainable Insight Capital Management,… More: the full row for Sustainable Insight Capital Management, LLC 7,426 $5.45M 1.71% +714 13F-HR Timeline NRI Wealth Management LC More: the full row for NRI Wealth Management LC 7,419 $5.45M 2.91% +3,250 13F-HR Timeline Cascade Financial Partners, LLC More: the full row for Cascade Financial Partners, LLC 7,412 $5.44M 0.62% -40 13F-HR Timeline Legacy CG, LLC More: the full row for Legacy CG, LLC 7,396 $5.43M 1.53% +2,285 13F-HR Timeline AIRE ADVISORS, LLC More: the full row for AIRE ADVISORS, LLC 7,394 $5.43M 0.99% -187 13F-HR Timeline Gladius Capital Management LP More: the full row for Gladius Capital Management LP 7,379 $5.42M 10.67% +5,855 13F-HR Timeline Destination Wealth Management More: the full row for Destination Wealth Management 7,373 $5.41M 0.15% +431 13F-HR Timeline Avantax Planning Partners, Inc. More: the full row for Avantax Planning Partners, Inc. 7,372 $5.41M 0.16% +1,391 13F-HR Timeline Inscription Capital, LLC More: the full row for Inscription Capital, LLC 7,371 $5.41M 0.58% +2,179 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 33,923 $5.41M 0.44% +148 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 7,365 $5.41M 0.51% +285 13F-HR Timeline Winch Advisory Services, LLC More: the full row for Winch Advisory Services, LLC 7,359 $5.4M 1.22% +119 13F-HR Timeline Strategies Wealth Advisors, LLC More: the full row for Strategies Wealth Advisors, LLC 7,358 $5.4M 0.56% +279 13F-HR Timeline Relyea Zuckerberg Hanson LLC More: the full row for Relyea Zuckerberg Hanson LLC 7,358 $5.4M 0.57% +32 13F-HR Timeline Herold Advisors, Inc. More: the full row for Herold Advisors, Inc. 7,341 $5.39M 1.25% -2,063 13F-HR Timeline Jupiter Wealth Management LLC More: the full row for Jupiter Wealth Management LLC 7,340 $5.39M 2.55% 0 13F-HR Timeline Leelyn Smith, LLC More: the full row for Leelyn Smith, LLC 7,336 $5.39M 0.81% +105 13F-HR Timeline OARSMAN CAPITAL, INC. More: the full row for OARSMAN CAPITAL, INC. 7,332 $5.38M 0.76% +1,447 13F-HR Timeline MONEY CONCEPTS CAPITAL CORP More: the full row for MONEY CONCEPTS CAPITAL CORP 7,327 $5.38M 0.33% +414 13F-HR Timeline Oak Harvest Investment Services More: the full row for Oak Harvest Investment Services 7,304 $5.36M 0.63% +726 13F-HR Timeline First Interstate Bank More: the full row for First Interstate Bank 7,297 $5.36M 0.3% +102 13F-HR Timeline ROFFMAN MILLER ASSOCIATES INC /PA/ More: the full row for ROFFMAN MILLER ASSOCIATES INC /PA/ 7,285 $5.35M 0.3% +144 13F-HR Timeline SEVEN MILE ADVISORY More: the full row for SEVEN MILE ADVISORY 7,281 $5.35M 0.86% +1,980 13F-HR Timeline Night Squared LP More: the full row for Night Squared LP 7,281 $5.35M 1.93% -24 13F-HR Timeline WT Wealth Management More: the full row for WT Wealth Management 7,263 $5.33M 1.54% +1,019 13F-HR Timeline GRIFFIN ASSET MANAGEMENT, INC. More: the full row for GRIFFIN ASSET MANAGEMENT, INC. 7,263 $5.33M 0.6% +21 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 7,262 $5.33M 0.67% +115 13F-HR Timeline Nicholas Hoffman & Company, LLC. 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More: the full row for Granite Harbor Advisors, Inc. 6,973 $5.12M 2.15% -41 13F-HR Timeline CAPITAL CITY TRUST CO/FL More: the full row for CAPITAL CITY TRUST CO/FL 6,973 $5.12M 1.25% +58 13F-HR Timeline Finivi Inc. More: the full row for Finivi Inc. 6,971 $5.12M 3.26% -241 13F-HR Timeline Bison Wealth, LLC More: the full row for Bison Wealth, LLC 7,673 $5.11M 0.47% +597 13F-HR Timeline Nutshell Asset Management Ltd More: the full row for Nutshell Asset Management Ltd 6,945 $5.1M 2.43% +3,445 13F-HR Timeline Tactive Advisors, LLC More: the full row for Tactive Advisors, LLC 6,943 $5.1M 1.44% +196 13F-HR Timeline FSB PREMIER WEALTH MANAGEMENT, INC. More: the full row for FSB PREMIER WEALTH MANAGEMENT, INC. 6,942 $5.1M 1.68% +345 13F-HR Timeline KCM INVESTMENT ADVISORS LLC More: the full row for KCM INVESTMENT ADVISORS LLC 6,939 $5.1M 0.16% +236 13F-HR Timeline BEACON FINANCIAL GROUP More: the full row for BEACON FINANCIAL GROUP 6,938 $5.1M 0.5% +213 13F-HR Timeline KIRTLAND HILLS CAPITAL MANAGEMENT, LLC More: the full row for KIRTLAND HILLS CAPITAL MANAGEMENT, LLC 6,937 $5.09M 2.02% +221 13F-HR Timeline CRAMER ROSENTHAL MCGLYNN LLC More: the full row for CRAMER ROSENTHAL MCGLYNN LLC 6,933 $5.09M 0.33% +968 13F-HR Timeline Invst, LLC More: the full row for Invst, LLC 6,926 $5.09M 0.58% -249 13F-HR Timeline Armor Investment Advisors, LLC More: the full row for Armor Investment Advisors, LLC 6,926 $5.09M 1.61% -639 13F-HR Timeline Diligent Investors, LLC More: the full row for Diligent Investors, LLC 6,925 $5.09M 1.29% +121 13F-HR Timeline MJP ASSOCIATES INC /ADV More: the full row for MJP ASSOCIATES INC /ADV 6,923 $5.08M 0.67% +417 13F-HR Timeline Town & Country Bank & Trust CO dba Firs… More: the full row for Town & Country Bank & Trust CO dba First Bankers Trust CO 6,920 $5.08M 1.77% -65 13F-HR Timeline 1858 WEALTH MANAGEMENT, LLC More: the full row for 1858 WEALTH MANAGEMENT, LLC 6,909 $5.07M 3.56% -513 13F-HR Timeline Enterprise Financial Services Corp in group Enterprise Financial Services… More: the full row for Enterprise Financial Services Corp 6,907 $5.07M 2.61% -305 13F-HR Timeline Group Lebenthal Global Advisors, LLC in group Lebenthal Global Advisors, LLC More: the full row for Lebenthal Global Advisors, LLC 6,897 $5.07M 0.89% -143 13F-HR Timeline Group BBR PARTNERS, LLC More: the full row for BBR PARTNERS, LLC 6,894 $5.06M 0.29% +312 13F-HR Timeline Peterson Wealth Services More: the full row for Peterson Wealth Services 2,854 $5.05M 1.4% -4,030 13F-HR Timeline SIH Partners, LLLP in group SIH Partners, LLLP More: the full row for SIH Partners, LLLP 6,862 $5.04M 0.44% new 13F-HR Timeline Group Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 6,852 $5.03M 0.97% +74 13F-HR/A Timeline Ethos Financial Group, LLC More: the full row for Ethos Financial Group, LLC 6,839 $5.02M 0.39% -463 13F-HR Timeline Global Assets Advisory, LLC More: the full row for Global Assets Advisory, LLC 6,837 $5.02M 1.49% +2,012 13F-HR Timeline GREENUP STREET WEALTH MANAGEMENT LLC More: the full row for GREENUP STREET WEALTH MANAGEMENT LLC 6,827 $5.01M 0.77% -4,058 13F-HR Timeline BRASADA CAPITAL MANAGEMENT, LP More: the full row for BRASADA CAPITAL MANAGEMENT, LP 6,877 $5.01M 0.85% -532 13F-HR Timeline PLIMOTH TRUST CO LLC More: the full row for PLIMOTH TRUST CO LLC 6,807 $5M 1.13% +378 13F-HR Timeline BAR HARBOR WEALTH MANAGEMENT in group BAR HARBOR WEALTH MANAGEMENT More: the full row for BAR HARBOR WEALTH MANAGEMENT 6,798 $4.99M 0.3% +160 13F-HR Timeline Group Field & Main Bank More: the full row for Field & Main Bank 6,788 $4.98M 1.47% -111 13F-HR Timeline Retirement Planning Co of New England, … More: the full row for Retirement Planning Co of New England, Inc. 6,785 $4.98M 2% +19 13F-HR Timeline JLB & ASSOCIATES INC More: the full row for JLB & ASSOCIATES INC 6,773 $4.97M 0.65% +2,007 13F-HR Timeline Archer Investment Management, LLC More: the full row for Archer Investment Management, LLC 6,771 $4.97M 3.05% new 13F-HR Timeline Marion Wealth Management More: the full row for Marion Wealth Management 6,771 $4.97M 1.18% -51 13F-HR Timeline Affinity Capital Advisors, LLC More: the full row for Affinity Capital Advisors, LLC 6,834 $4.97M 0.76% -394 13F-HR Timeline Citizens National Bank Trust Department More: the full row for Citizens National Bank Trust Department 6,752 $4.96M 0.88% +708 13F-HR Timeline Gradient Capital Advisors, LLC More: the full row for Gradient Capital Advisors, LLC 6,746 $4.95M 1.33% +502 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 6,743 $4.95M 0.11% +40 13F-HR Timeline Drucker Wealth 3.0, LLC More: the full row for Drucker Wealth 3.0, LLC 6,720 $4.93M 0.88% -428 13F-HR Timeline POTENTIA WEALTH More: the full row for POTENTIA WEALTH 6,699 $4.92M 1.88% +259 13F-HR Timeline Investors Towarzystwo Funduszy Inwestyc… More: the full row for Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna 6,691 $4.91M 1.97% -319 13F-HR Timeline One Wealth Management Investment & Advi… More: the full row for One Wealth Management Investment & Advisory Services, LLC 6,684 $4.91M 5.7% +68 13F-HR Timeline Evolution Wealth Advisors, LLC More: the full row for Evolution Wealth Advisors, LLC 6,682 $4.91M 0.66% -499 13F-HR Timeline McAdam, LLC More: the full row for McAdam, LLC 6,667 $4.9M 0.24% +342 13F-HR Timeline Solidarity Wealth, LLC More: the full row for Solidarity Wealth, LLC 6,656 $4.89M 1.05% +5,928 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 6,650 $4.88M 0.52% +256 13F-HR Timeline Keebeck Wealth Management More: the full row for Keebeck Wealth Management 6,647 $4.88M 0.58% +283 13F-HR Timeline ALTFEST L J & CO INC More: the full row for ALTFEST L J & CO INC 6,642 $4.88M 0.54% -450 13F-HR Timeline Consilium Wealth Advisory, LLC More: the full row for Consilium Wealth Advisory, LLC 6,630 $4.87M 1.88% -265 13F-HR Timeline Alta Wealth Advisors LLC More: the full row for Alta Wealth Advisors LLC 6,616 $4.86M 1.74% -140 13F-HR Timeline WEALTHEDGE INVESTMENT ADVISORS, LLC More: the full row for WEALTHEDGE INVESTMENT ADVISORS, LLC 6,609 $4.85M 1.84% +3,850 13F-HR Timeline Financial Gravity Asset Management, Inc. in group Financial Gravity Companies, … More: the full row for Financial Gravity Asset Management, Inc. 6,595 $4.84M 0.96% 13F-HR Timeline Group RF&L WEALTH MANAGEMENT, LLC More: the full row for RF&L WEALTH MANAGEMENT, LLC 6,595 $4.84M 2.84% 0 13F-HR Timeline AXA S.A. in group AXA S.A. More: the full row for AXA S.A. 6,589 $4.84M 2.43% -968,460 13F-HR Timeline Group HARMONY ASSET MANAGEMENT LLC More: the full row for HARMONY ASSET MANAGEMENT LLC 6,575 $4.83M 1.66% +3,678 13F-HR Timeline WRAPMANAGER INC More: the full row for WRAPMANAGER INC 6,564 $4.82M 1.48% -1,703 13F-HR Timeline OPTIMUM INVESTMENT ADVISORS More: the full row for OPTIMUM INVESTMENT ADVISORS 6,557 $4.82M 1.91% 0 13F-HR Timeline HOLDERNESS INVESTMENTS CO More: the full row for HOLDERNESS INVESTMENTS CO 6,544 $4.81M 0.98% +244 13F-HR Timeline Klingman & Associates, LLC More: the full row for Klingman & Associates, LLC 6,515 $4.78M 0.24% +629 13F-HR Timeline Skylands Capital, LLC More: the full row for Skylands Capital, LLC 6,505 $4.78M 0.66% +10 13F-HR Timeline CONSILIO WEALTH ADVISORS, LLC More: the full row for CONSILIO WEALTH ADVISORS, LLC 6,502 $4.78M 1.57% +61 13F-HR Timeline Ally Financial Inc. in group Ally Financial Inc. More: the full row for Ally Financial Inc. 6,500 $4.77M 0.59% new 13F-HR Timeline Group BigSur Wealth Management LLC More: the full row for BigSur Wealth Management LLC 6,500 $4.77M 1.17% 0 13F-HR Timeline FIDUCIARY FAMILY OFFICE, LLC More: the full row for FIDUCIARY FAMILY OFFICE, LLC 6,492 $4.77M 1.36% -259 13F-HR Timeline Kesler, Norman & Wride, LLC More: the full row for Kesler, Norman & Wride, LLC 8,133 $4.76M 0.93% -263 13F-HR Timeline SHAKER INVESTMENTS LLC/OH More: the full row for SHAKER INVESTMENTS LLC/OH 6,475 $4.76M 1.9% -4 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 6,474 $4.75M 0.56% +421 13F-HR Timeline LEDERER & ASSOCIATES INVESTMENT COUNSEL… More: the full row for LEDERER & ASSOCIATES INVESTMENT COUNSEL/CA 6,462 $4.75M 3.08% -430 13F-HR Timeline Trilogy Capital Inc. More: the full row for Trilogy Capital Inc. 6,460 $4.74M 0.22% +536 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 6,458 $4.74M 2.53% 0 13F-HR Timeline Altman Advisors, Inc. More: the full row for Altman Advisors, Inc. 6,445 $4.73M 1.81% +2,142 13F-HR/A Timeline BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 6,440 $4.73M 1.62% -243 13F-HR Timeline Davidson Kahn Capital Management, LLC More: the full row for Davidson Kahn Capital Management, LLC 6,439 $4.73M 2.63% +62 13F-HR Timeline ACORN FINANCIAL ADVISORY SERVICES INC /… More: the full row for ACORN FINANCIAL ADVISORY SERVICES INC /ADV 6,425 $4.72M 0.72% -120 13F-HR Timeline Sivia Capital Partners, LLC More: the full row for Sivia Capital Partners, LLC 6,424 $4.72M 1.33% +554 13F-HR Timeline Weaver Capital Management LLC More: the full row for Weaver Capital Management LLC 6,416 $4.71M 1.03% +808 13F-HR Timeline Somerset Trust Co More: the full row for Somerset Trust Co 6,413 $4.71M 1.45% +53 13F-HR Timeline Heartland Bank & Trust Co More: the full row for Heartland Bank & Trust Co 6,393 $4.69M 1.94% -782 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 6,374 $4.68M 0.55% +78 13F-HR Timeline Antonelli Financial Advisors, LLC More: the full row for Antonelli Financial Advisors, LLC 6,353 $4.67M 3.17% +8 13F-HR Timeline Poehling Capital Management, INC. More: the full row for Poehling Capital Management, INC. 6,341 $4.66M 0.98% +78 13F-HR Timeline OUTFITTERS FINANCIAL LLC More: the full row for OUTFITTERS FINANCIAL LLC 6,335 $4.65M 3.76% -40 13F-HR Timeline WD RUTHERFORD LLC More: the full row for WD RUTHERFORD LLC 6,334 $4.65M 1.98% +248 13F-HR Timeline 1ST SOURCE BANK More: the full row for 1ST SOURCE BANK 6,332 $4.65M 0.25% +294 13F-HR Timeline ARGUS INVESTORS' COUNSEL, INC. More: the full row for ARGUS INVESTORS' COUNSEL, INC. 6,321 $4.64M 3.69% -153 13F-HR Timeline CAPE COD FIVE CENTS SAVINGS BANK More: the full row for CAPE COD FIVE CENTS SAVINGS BANK 8,097 $4.64M 0.42% 0 13F-HR Timeline Sandbox Financial Partners, LLC More: the full row for Sandbox Financial Partners, LLC 6,301 $4.63M 1.32% +999 13F-HR Timeline Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 6,301 $4.63M 0.06% +275 13F-HR Timeline Group Evercore Wealth Management, LLC More: the full row for Evercore Wealth Management, LLC 6,299 $4.63M 0.07% -220 13F-HR Timeline Stokes Family Office, LLC More: the full row for Stokes Family Office, LLC 6,293 $4.62M 0.44% +117 13F-HR Timeline Krane Funds Advisors LLC More: the full row for Krane Funds Advisors LLC 6,489 $4.62M 0.13% +2,978 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 6,282 $4.61M 1.36% -352 13F-HR Timeline WealthPLAN Partners, LLC More: the full row for WealthPLAN Partners, LLC 6,281 $4.61M 0.69% +92 13F-HR Timeline VAN DEN BERG MANAGEMENT I, INC More: the full row for VAN DEN BERG MANAGEMENT I, INC 6,276 $4.61M 1.15% -455 13F-HR Timeline SilverOak Wealth Management LLC More: the full row for SilverOak Wealth Management LLC 6,273 $4.61M 0.78% +499 13F-HR Timeline Enclave Advisors LLC More: the full row for Enclave Advisors LLC 6,270 $4.6M 0.7% +1,878 13F-HR Timeline Alliance Wealth Advisors, LLC /UT More: the full row for Alliance Wealth Advisors, LLC /UT 6,269 $4.6M 1.08% +1,489 13F-HR Timeline Fairvoy Private Wealth, LLC More: the full row for Fairvoy Private Wealth, LLC 6,262 $4.6M 1.05% -108 13F-HR Timeline MERIDIAN INVESTMENT COUNSEL INC. More: the full row for MERIDIAN INVESTMENT COUNSEL INC. 6,261 $4.6M 1.14% +69 13F-HR Timeline HAGER INVESTMENT MANAGEMENT SERVICES, L… More: the full row for HAGER INVESTMENT MANAGEMENT SERVICES, LLC 6,242 $4.58M 2.48% +266 13F-HR Timeline MONETTA FINANCIAL SERVICES INC More: the full row for MONETTA FINANCIAL SERVICES INC 6,200 $4.55M 3.19% 0 13F-HR Timeline CHATHAM CAPITAL GROUP, INC. More: the full row for CHATHAM CAPITAL GROUP, INC. 6,189 $4.55M 0.65% -65 13F-HR Timeline Trivant Custom Portfolio Group, LLC More: the full row for Trivant Custom Portfolio Group, LLC 6,188 $4.54M 2.34% -52 13F-HR Timeline Frisch Financial Group, Inc. More: the full row for Frisch Financial Group, Inc. 6,186 $4.54M 1.06% -120 13F-HR Timeline Midwest Professional Planners, LTD. More: the full row for Midwest Professional Planners, LTD. 6,181 $4.54M 1.11% -30 13F-HR Timeline Accuvest Global Advisors More: the full row for Accuvest Global Advisors 6,160 $4.52M 2.82% -1,062 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 6,156 $4.52M 0.79% +328 13F-HR Timeline Blackstone Inc. in group Blackstone Inc. More: the full row for Blackstone Inc. 6,154 $4.52M 0.02% +4,232 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. Tanager Wealth Management LLP More: the full row for Tanager Wealth Management LLP 6,147 $4.51M 0.47% -1,105 13F-HR Timeline Myriad Asset Management US LP in group Myriad Asset Management Advis… More: the full row for Myriad Asset Management US LP 6,138 $4.51M 2.45% new 13F-HR Timeline Group Haverford Financial Services, Inc. More: the full row for Haverford Financial Services, Inc. 6,133 $4.5M 1.26% new 13F-HR Timeline Bey-Douglas LLC More: the full row for Bey-Douglas LLC 6,132 $4.5M 3.35% -1,897 13F-HR Timeline Greenfield Savings Bank More: the full row for Greenfield Savings Bank 6,126 $4.5M 1.9% -97 13F-HR Timeline WATERSHED PRIVATE WEALTH LLC More: the full row for WATERSHED PRIVATE WEALTH LLC 6,119 $4.49M 1.42% new 13F-HR Timeline Trust Co of Kansas More: the full row for Trust Co of Kansas 6,109 $4.49M 2.15% +633 13F-HR Timeline ROMAN BUTLER FULLERTON & CO More: the full row for ROMAN BUTLER FULLERTON & CO 5,968 $4.49M 1.2% +297 13F-HR Timeline Index Fund Advisors, Inc. More: the full row for Index Fund Advisors, Inc. 6,085 $4.47M 0.22% +1,468 13F-HR Timeline Clay Northam Wealth Management, LLC More: the full row for Clay Northam Wealth Management, LLC 6,083 $4.47M 2.55% -9 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 6,074 $4.46M 0.47% +610 13F-HR Timeline Sterling Investment Counsel, LLC More: the full row for Sterling Investment Counsel, LLC 6,073 $4.46M 1.43% +2,615 13F-HR Timeline CNB Bank More: the full row for CNB Bank 6,071 $4.46M 1.86% +311 13F-HR Timeline SGL Investment Advisors, Inc. 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More: the full row for WealthBridge Investment Counsel Inc. 6,014 $4.42M 1.36% +1,075 13F-HR Timeline ASHFORD CAPITAL MANAGEMENT INC More: the full row for ASHFORD CAPITAL MANAGEMENT INC 6,005 $4.41M 0.49% 0 13F-HR Timeline ICON ADVISERS INC/CO More: the full row for ICON ADVISERS INC/CO 6,000 $4.41M 0.96% 0 13F-HR/A Timeline BANK OZK More: the full row for BANK OZK 6,000 $4.41M 1.56% +453 13F-HR Timeline CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 5,995 $4.4M 2.83% +221 13F-HR Timeline Atlas Brown,Inc. More: the full row for Atlas Brown,Inc. 5,994 $4.4M 1.3% +69 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 5,980 $4.39M 0.07% +713 13F-HR Timeline Touchstone Capital, Inc. 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