Ridgewood Investments LLC More: the full row for Ridgewood Investments LLC 8,488 $1.41M 0.53% +1,847 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 8,472 $1.41M 0.04% -1,407 13F-HR Timeline TWINBEECH CAPITAL LP More: the full row for TWINBEECH CAPITAL LP 8,440 $1.41M 0.25% +1,140 13F-HR Timeline EQUITABLE TRUST CO More: the full row for EQUITABLE TRUST CO 8,410 $1.4M 0.06% -17 13F-HR Timeline Aerodigm Wealth, LLC More: the full row for Aerodigm Wealth, LLC 8,335 $1.39M 0.47% -14 13F-HR Timeline Aquatic Capital Management LLC More: the full row for Aquatic Capital Management LLC 8,277 $1.38M 0.05% new 13F-HR Timeline SHELTON CAPITAL MANAGEMENT More: the full row for SHELTON CAPITAL MANAGEMENT 8,250 $1.38M 0.03% -89 13F-HR Timeline DOVER ADVISORS, LLC More: the full row for DOVER ADVISORS, LLC 7,378 $1.37M 0.56% +2,689 13F-HR Timeline Essex Financial Services, Inc. group of 2 filers holding More: the full row for Essex Financial Services, Inc. 8,157 $1.36M -949 Timeline Lester Murray Antman dba SimplyRich More: the full row for Lester Murray Antman dba SimplyRich 5,777 $1.36M 0.32% +124 13F-HR Timeline Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 8,119 $1.35M 0.01% +603 13F-HR Timeline Group Impact Capital Partners LLC More: the full row for Impact Capital Partners LLC 8,111 $1.35M 0.37% -759 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 8,069 $1.34M 0.02% 13F-HR Timeline ARWA LLC More: the full row for ARWA LLC 7,334 $1.34M 0.55% +288 13F-HR Timeline Sunstone Asset Management, LP More: the full row for Sunstone Asset Management, LP 7,932 $1.32M 1.43% -5,200 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 7,921 $1.32M 0.05% -151 13F-HR Timeline Fi3 FINANCIAL ADVISORS, LLC More: the full row for Fi3 FINANCIAL ADVISORS, LLC 673 $1.31M 0.32% -2,641 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 7,848 $1.31M 0.02% +323 13F-HR Timeline Lantz Financial LLC More: the full row for Lantz Financial LLC 7,769 $1.29M 0.24% -15 13F-HR Timeline DUMONT & BLAKE INVESTMENT ADVISORS LLC More: the full row for DUMONT & BLAKE INVESTMENT ADVISORS LLC 7,754 $1.29M 0.29% -344 13F-HR Timeline Erste Asset Management GmbH in group Erste Asset Management GmbH More: the full row for Erste Asset Management GmbH 7,692 $1.28M 0.01% -14,097 13F-HR Timeline Group Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 7,675 $1.28M 0.03% -12,115 13F-HR Timeline Group Bryn Mawr Trust Advisors, LLC More: the full row for Bryn Mawr Trust Advisors, LLC 7,633 $1.27M 0.06% -1,186 13F-HR Timeline REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 7,623 $1.27M 0.01% -1,453 13F-HR Timeline Group Chesley Taft & Associates LLC More: the full row for Chesley Taft & Associates LLC 7,603 $1.27M 0.05% -2,427 13F-HR Timeline Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 7,603 $1.27M 0.04% +85 13F-HR Timeline CHILTON INVESTMENT CO INC. More: the full row for CHILTON INVESTMENT CO INC. 7,578 $1.26M 0.03% -131 13F-HR Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 7,563 $1.26M 0.01% -237 13F-HR Timeline Group Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 7,543 $1.26M 0.01% -1,009 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 7,496 $1.25M 0.01% +84 13F-HR Timeline Group TCTC Holdings, LLC in group TCTC Holdings, LLC More: the full row for TCTC Holdings, LLC 7,397 $1.23M 0.03% +150 13F-HR Timeline Group LS Investment Advisors, LLC More: the full row for LS Investment Advisors, LLC 7,336 $1.22M 0.17% 0 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 7,314 $1.22M 0.01% -1,938 13F-HR Timeline EULAV Asset Management More: the full row for EULAV Asset Management 7,311 $1.22M 0.04% -74,689 13F-HR Timeline GREENLEAF TRUST More: the full row for GREENLEAF TRUST 7,282 $1.21M 0.01% -946 13F-HR Timeline MOGY JOEL R INVESTMENT COUNSEL INC More: the full row for MOGY JOEL R INVESTMENT COUNSEL INC 7,265 $1.21M 0.07% -685 13F-HR Timeline KINTRA WEALTH, LLC More: the full row for KINTRA WEALTH, LLC 6,415 $1.21M 0.06% +1,533 13F-HR Timeline CLIFFORD SWAN INVESTMENT COUNSEL LLC More: the full row for CLIFFORD SWAN INVESTMENT COUNSEL LLC 7,209 $1.2M 0.04% 0 13F-HR Timeline FIRST CITIZENS BANK & TRUST CO More: the full row for FIRST CITIZENS BANK & TRUST CO 7,115 $1.19M 0.02% +278 13F-HR Timeline Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 7,109 $1.18M -3,949 Timeline DRW Securities, LLC More: the full row for DRW Securities, LLC 7,115 $1.17M 0.07% new 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 7,029 $1.17M 0.1% -2,059 13F-HR Timeline Sustainable Insight Capital Management,… More: the full row for Sustainable Insight Capital Management, LLC 7,028 $1.17M 0.5% -26,799 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 6,994 $1.17M 0.04% -1,815 13F-HR Timeline Group Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 6,992 $1.17M 0.04% +765 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 6,981 $1.16M 0.02% +563 13F-HR Timeline Smith Salley Wealth Management More: the full row for Smith Salley Wealth Management 6,963 $1.16M 0.05% +187 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 6,956 $1.16M 0.01% +948 13F-HR Timeline Haverford Trust Co More: the full row for Haverford Trust Co 6,955 $1.16M 0.01% +5,499 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 6,955 $1.16M 0.01% -379 13F-HR Timeline Westerkirk Capital Inc. More: the full row for Westerkirk Capital Inc. 6,910 $1.15M 0.11% 0 13F-HR Timeline Evercore Wealth Management, LLC More: the full row for Evercore Wealth Management, LLC 6,844 $1.14M 0.02% -1,200 13F-HR Timeline McAdam, LLC More: the full row for McAdam, LLC 6,793 $1.13M 0.04% -234 13F-HR Timeline US Asset Management LLC More: the full row for US Asset Management LLC 6,760 $1.13M 0.86% 0 13F-HR Timeline WestHill Financial Advisors, Inc. More: the full row for WestHill Financial Advisors, Inc. 6,709 $1.12M 0.19% 0 13F-HR Timeline Ceeto Capital Group, LLC More: the full row for Ceeto Capital Group, LLC 6,700 $1.12M 0.3% +1,700 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 6,696 $1.12M 0.01% +3,996 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 6,576 $1.1M 0.04% 0 13F-HR Timeline Welch & Forbes LLC More: the full row for Welch & Forbes LLC 6,521 $1.09M 0.01% -268 13F-HR Timeline GREAT VALLEY ADVISOR GROUP, INC. in group GREAT VALLEY ADVISOR GROUP, I… More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 6,440 $1.07M 0.02% -555 13F-HR Timeline Group Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 6,433 $1.07M 0.04% +331 13F-HR Timeline MATTERN CAPITAL MANAGEMENT, LLC More: the full row for MATTERN CAPITAL MANAGEMENT, LLC 6,427 $1.07M 0.13% +935 13F-HR Timeline CHATHAM CAPITAL GROUP, INC. More: the full row for CHATHAM CAPITAL GROUP, INC. 6,338 $1.06M 0.13% -115 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 6,319 $1.05M 0.02% -895 13F-HR Timeline NOVEM GROUP More: the full row for NOVEM GROUP 6,292 $1.05M 0.11% +493 13F-HR Timeline BAKER TILLY WEALTH MANAGEMENT, LLC More: the full row for BAKER TILLY WEALTH MANAGEMENT, LLC 6,198 $1.03M 0.22% +399 13F-HR Timeline Exchange Bank More: the full row for Exchange Bank 6,164 $1.03M 0.64% 0 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 6,103 $1.02M 0.07% +937 13F-HR Timeline WIMMER ASSOCIATES 1, LLC More: the full row for WIMMER ASSOCIATES 1, LLC 6,090 $1.02M 0.46% -2 13F-HR Timeline THOMPSON SIEGEL & WALMSLEY LLC More: the full row for THOMPSON SIEGEL & WALMSLEY LLC 6,070 $1.01M 0.02% +21 13F-HR Timeline GRAYBILL WEALTH MANAGEMENT, LTD. More: the full row for GRAYBILL WEALTH MANAGEMENT, LTD. 6,053 $1.01M 0.27% 0 13F-HR Timeline Douglas Lane & Associates, LLC More: the full row for Douglas Lane & Associates, LLC 6,047 $1.01M 0.01% +14 13F-HR Timeline Bull Harbor Capital LLC More: the full row for Bull Harbor Capital LLC 6,010 $1M 0.2% -4,550 13F-HR Timeline Quantitative Investment Management, LLC More: the full row for Quantitative Investment Management, LLC 6,003 $1M 0.11% +982 13F-HR Timeline Diversify Advisory Services, LLC group of 2 filers holding More: the full row for Diversify Advisory Services, LLC 5,434 $996K -1,184 Timeline Broadway Wealth Solutions, Inc. More: the full row for Broadway Wealth Solutions, Inc. 5,966 $994K 0.46% +859 13F-HR Timeline WESTPAC BANKING CORP in group WESTPAC BANKING CORP More: the full row for WESTPAC BANKING CORP 5,940 $990K 0.06% -258 13F-HR Timeline Group Legacy Capital Wealth Partners, LLC More: the full row for Legacy Capital Wealth Partners, LLC 5,916 $986K 0.19% -800 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 5,909 $985K 0.03% +98 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 5,858 $976K 0.03% -6 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 5,823 $971K 0.01% -2,706 13F-HR Timeline Group Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 5,801 $967K 0.01% -880 13F-HR Timeline JGP Wealth Management, LLC More: the full row for JGP Wealth Management, LLC 5,797 $966K 0.09% +395 13F-HR Timeline Elmwood Wealth Management, Inc. More: the full row for Elmwood Wealth Management, Inc. 5,793 $966K 0.24% +171 13F-HR Timeline Hills Bank & Trust Co in group Hills Bank & Trust Co More: the full row for Hills Bank & Trust Co 5,774 $962K 0.04% -1,380 13F-HR Timeline Group PFG Investments, LLC More: the full row for PFG Investments, LLC 5,764 $961K 0.04% +2,970 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 5,753 $959K 0.01% -766 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 5,749 $958K 0.02% +579 13F-HR Timeline LMCG INVESTMENTS, LLC More: the full row for LMCG INVESTMENTS, LLC 5,712 $952K 0.05% 0 13F-HR Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 5,699 $950K 0.01% +21 13F-HR Timeline DONALDSON CAPITAL MANAGEMENT, LLC More: the full row for DONALDSON CAPITAL MANAGEMENT, LLC 5,696 $949K 0.03% -9 13F-HR Timeline AA Financial Advisors, LLC More: the full row for AA Financial Advisors, LLC 5,668 $945K 0.11% -138 13F-HR Timeline WBI INVESTMENTS, LLC in group WBI INVESTMENTS, LLC More: the full row for WBI INVESTMENTS, LLC 5,657 $943K 0.23% -8,831 13F-HR Timeline Group LAUREL OAK WEALTH MANAGEMENT, LLC More: the full row for LAUREL OAK WEALTH MANAGEMENT, LLC 5,616 $936K 0.14% -38 13F-HR Timeline Souders Financial Advisors More: the full row for Souders Financial Advisors 5,561 $927K 0.09% -202 13F-HR Timeline NEVILLE RODIE & SHAW INC More: the full row for NEVILLE RODIE & SHAW INC 5,530 $922K 0.06% 0 13F-HR Timeline Ironwood Investment Counsel, LLC More: the full row for Ironwood Investment Counsel, LLC 5,528 $921K 0.12% 0 13F-HR Timeline Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 4,790 $921K 0.05% -86 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 5,448 $908K 0.01% +334 13F-HR Timeline Group Employees Retirement System of Texas More: the full row for Employees Retirement System of Texas 5,414 $902K 0.01% 0 13F-HR Timeline Trust Asset Management LLC More: the full row for Trust Asset Management LLC 5,392 $899K 0.06% -62 13F-HR/A Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 5,389 $898K 0.05% +554 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 5,358 $893K 0.01% -229 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 5,305 $884K 0.05% +307 13F-HR Timeline ZWJ INVESTMENT COUNSEL INC More: the full row for ZWJ INVESTMENT COUNSEL INC 5,297 $883K 0.03% new 13F-HR Timeline LECAP ASSET MANAGEMENT LTD More: the full row for LECAP ASSET MANAGEMENT LTD 5,275 $879K 0.38% new 13F-HR Timeline EVOLVE PRIVATE WEALTH, LLC More: the full row for EVOLVE PRIVATE WEALTH, LLC 5,268 $878K 0.05% +502 13F-HR Timeline Nilsine Partners, LLC More: the full row for Nilsine Partners, LLC 5,240 $873K 0.06% -29 13F-HR Timeline Sciencast Management LP More: the full row for Sciencast Management LP 5,236 $873K 0.18% -4,377 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 5,210 $868K 0.04% -457 13F-HR Timeline Hamilton Point Investment Advisors, LLC More: the full row for Hamilton Point Investment Advisors, LLC 5,126 $854K 0.12% -10 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 5,119 $853K 0.05% -236 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 4,783 $853K 0.02% -265 13F-HR Timeline OFI INVEST ASSET MANAGEMENT More: the full row for OFI INVEST ASSET MANAGEMENT 5,308 $839K 0.01% -43,482 13F-HR Timeline West Family Investments, Inc. More: the full row for West Family Investments, Inc. 5,036 $839K 0.24% +422 13F-HR Timeline Murphy, Middleton, Hinkle & Parker, Inc. More: the full row for Murphy, Middleton, Hinkle & Parker, Inc. 5,021 $837K 0.34% 0 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 5,019 $837K 0.04% +187 13F-HR Timeline TRUEFG, LLC More: the full row for TRUEFG, LLC 5,000 $833K 0.19% 0 13F-HR Timeline CANANDAIGUA NATIONAL BANK & TRUST CO in group CANANDAIGUA NATIONAL BANK & T… More: the full row for CANANDAIGUA NATIONAL BANK & TRUST CO 4,920 $820K 0.07% 13F-HR Timeline Group Gilbert & Cook, Inc. More: the full row for Gilbert & Cook, Inc. 4,882 $814K 0.09% -13 13F-HR Timeline TBH Global Asset Management, LLC More: the full row for TBH Global Asset Management, LLC 4,875 $813K 0.15% -12 13F-HR Timeline ROCKLAND TRUST CO More: the full row for ROCKLAND TRUST CO 4,832 $805K 0.03% -3,105 13F-HR Timeline Sompo Asset Management Co., Ltd. More: the full row for Sompo Asset Management Co., Ltd. 4,830 $805K 0.13% -950 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 4,827 $805K 0.05% -3,774 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 4,821 $804K 0.02% +398 13F-HR Timeline Group Gryphon Financial Partners LLC More: the full row for Gryphon Financial Partners LLC 4,781 $797K 0.07% +679 13F-HR Timeline KELLEHER FINANCIAL ADVISORS More: the full row for KELLEHER FINANCIAL ADVISORS 4,779 $797K 0.11% +3,074 13F-HR Timeline Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 4,751 $792K 0.1% -1,786 13F-HR Timeline New Age Alpha Advisors, LLC More: the full row for New Age Alpha Advisors, LLC 4,745 $791K 0.03% +4,586 13F-HR Timeline Fjell Capital, LLC More: the full row for Fjell Capital, LLC 4,740 $790K 0.54% -358 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 4,734 $789K 0.01% +8 13F-HR Timeline Beck Bode, LLC More: the full row for Beck Bode, LLC 4,689 $782K 0.12% 0 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 4,674 $779K 0.05% -645 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 4,667 $778K 0.1% +39 13F-HR Timeline Group Murphy Pohlad Asset Management LLC More: the full row for Murphy Pohlad Asset Management LLC 4,645 $774K 0.27% 0 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 4,642 $774K 0.02% +60 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 4,627 $771K 0.01% -79 13F-HR Timeline Group Empirical Financial Services, LLC d.b.a… More: the full row for Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 4,586 $764K 0.01% +66 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 4,585 $764K 0.01% -1,601 13F-HR Timeline Midwest Trust Co More: the full row for Midwest Trust Co 4,511 $752K 0.01% +684 13F-HR Timeline Cascade Financial Partners, LLC More: the full row for Cascade Financial Partners, LLC 4,457 $743K 0.06% +34 13F-HR Timeline MMA ASSET MANAGEMENT LLC More: the full row for MMA ASSET MANAGEMENT LLC 4,455 $743K 0.24% -5 13F-HR Timeline Red Door Wealth Management, LLC More: the full row for Red Door Wealth Management, LLC 4,439 $740K 0.07% new 13F-HR Timeline NorthCoast Asset Management LLC More: the full row for NorthCoast Asset Management LLC 4,388 $732K 0.02% -6 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 4,388 $731K 0.02% +109 13F-HR Timeline Schonfeld Strategic Advisors LLC More: the full row for Schonfeld Strategic Advisors LLC 4,384 $731K <0.01% new 13F-HR Timeline WADDELL & ASSOCIATES, LLC More: the full row for WADDELL & ASSOCIATES, LLC 4,319 $720K 0.04% -2,975 13F-HR Timeline MOSAIC FAMILY WEALTH PARTNERS, LLC More: the full row for MOSAIC FAMILY WEALTH PARTNERS, LLC 4,297 $716K 0.05% new 13F-HR Timeline Marshall Financial Group, LLC More: the full row for Marshall Financial Group, LLC 4,291 $715K 0.1% +55 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 4,251 $709K 0.02% +27 13F-HR Timeline Quadcap Wealth Management, LLC More: the full row for Quadcap Wealth Management, LLC 4,241 $707K 0.07% -1,052 13F-HR Timeline FERGUSON WELLMAN CAPITAL MANAGEMENT, INC More: the full row for FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 4,237 $706K 0.01% -3 13F-HR Timeline 1832 Asset Management L.P. More: the full row for 1832 Asset Management L.P. 4,203 $701K <0.01% -9,396 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 4,182 $697K <0.01% -1,793 13F-HR Timeline Proficio Capital Partners LLC More: the full row for Proficio Capital Partners LLC 4,171 $695K 0.02% +2,902 13F-HR Timeline Cambria Investment Management, L.P. More: the full row for Cambria Investment Management, L.P. 4,111 $685K 0.03% +1,262 13F-HR Timeline Inspire Advisors, LLC in group Inspire Investing, LLC More: the full row for Inspire Advisors, LLC 4,052 $675K 0.05% new 13F-HR Timeline Group PROFUND ADVISORS LLC More: the full row for PROFUND ADVISORS LLC 4,039 $673K 0.02% -137 13F-HR Timeline Wingate Wealth Advisors, Inc. More: the full row for Wingate Wealth Advisors, Inc. 4,036 $673K 0.3% +14 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 4,033 $672K 0.01% -367 13F-HR Timeline Group Net Worth Advisory Group More: the full row for Net Worth Advisory Group 4,015 $669K 0.17% -97 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 4,010 $668K 0.03% -9 13F-HR Timeline SFMG, LLC More: the full row for SFMG, LLC 4,006 $668K 0.04% +43 13F-HR Timeline BAR HARBOR WEALTH MANAGEMENT in group BAR HARBOR WEALTH MANAGEMENT More: the full row for BAR HARBOR WEALTH MANAGEMENT 4,000 $667K 0.04% -184 13F-HR Timeline Group Krilogy Financial LLC More: the full row for Krilogy Financial LLC 3,986 $664K 0.02% -3,107 13F-HR Timeline Perpetual Ltd in group Perpetual Ltd More: the full row for Perpetual Ltd 3,952 $659K 0.01% +8 13F-HR Timeline Group Coastal Bridge Advisors, LLC More: the full row for Coastal Bridge Advisors, LLC 3,925 $654K 0.04% -22 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 3,914 $652K 0.04% -310 13F-HR Timeline Allred Capital Management, LLC More: the full row for Allred Capital Management, LLC 3,908 $651K 0.21% +189 13F-HR Timeline Baker Ellis Asset Management LLC More: the full row for Baker Ellis Asset Management LLC 3,896 $649K 0.07% 0 13F-HR Timeline Parisi Gray Wealth Management More: the full row for Parisi Gray Wealth Management 3,883 $647K 0.13% +1 13F-HR Timeline INCEPTIONR LLC More: the full row for INCEPTIONR LLC 3,873 $646K 0.16% new 13F-HR Timeline Sylvest Advisors, LLC More: the full row for Sylvest Advisors, LLC 3,864 $644K 0.29% +180 13F-HR Timeline Kondo Wealth Advisors, Inc. More: the full row for Kondo Wealth Advisors, Inc. 3,863 $644K 0.22% -33 13F-HR Timeline Buckley Wealth Management, LLC More: the full row for Buckley Wealth Management, LLC 3,849 $642K 0.16% +133 13F-HR Timeline SUMITOMO LIFE INSURANCE CO More: the full row for SUMITOMO LIFE INSURANCE CO 3,820 $637K 0.01% -74 13F-HR Timeline J. Safra Sarasin Holding AG in group J. Safra Sarasin Holding AG More: the full row for J. Safra Sarasin Holding AG 3,652 $633K 0.01% 0 13F-HR Timeline Group James Hambro & Partners LLP More: the full row for James Hambro & Partners LLP 3,794 $632K 0.02% -62 13F-HR Timeline GROUPAMA ASSET MANAGMENT More: the full row for GROUPAMA ASSET MANAGMENT 3,766 $628K 0.01% 0 13F-HR Timeline Matthew Goff Investment Advisor, LLC More: the full row for Matthew Goff Investment Advisor, LLC 3,749 $625K 0.11% 0 13F-HR Timeline BLUELINE ADVISORS LLC More: the full row for BLUELINE ADVISORS LLC 3,735 $622K 0.43% new 13F-HR Timeline 71 West Capital Partners More: the full row for 71 West Capital Partners 3,717 $620K 0.02% +641 13F-HR Timeline Aries Wealth Management More: the full row for Aries Wealth Management 3,713 $619K 0.12% 0 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 3,691 $615K 0.01% -385 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 3,664 $611K 0.08% +25 13F-HR Timeline Empower Advisory Group, LLC in group Empower Annuity Insurance Co … More: the full row for Empower Advisory Group, LLC 3,663 $611K <0.01% +23 13F-HR Timeline Group Weiss Asset Management LP in group Weiss Asset Management LP More: the full row for Weiss Asset Management LP 3,635 $606K 0.01% new 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. Legacy Wealth Asset Management, LLC More: the full row for Legacy Wealth Asset Management, LLC 3,632 $605K 0.13% -9 13F-HR Timeline Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 3,620 $603K 0.03% -390 13F-HR Timeline Loudon Investment Management, LLC More: the full row for Loudon Investment Management, LLC 3,600 $600K 0.29% 0 13F-HR Timeline VISTA INVESTMENT PARTNERS LLC More: the full row for VISTA INVESTMENT PARTNERS LLC 3,600 $600K 0.15% 0 13F-HR Timeline Texas Capital Bank Wealth Management Se… More: the full row for Texas Capital Bank Wealth Management Services Inc 3,589 $598K 0.03% -1,082 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 3,572 $595K 0.03% -604 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 3,559 $593K 0.01% +678 13F-HR Timeline EAGLE HARBOR ASSET MANAGEMENT INC /ADV More: the full row for EAGLE HARBOR ASSET MANAGEMENT INC /ADV 3,540 $590K 0.46% +1,511 13F-HR Timeline TritonPoint Partners, LLC group of 2 filers holding More: the full row for TritonPoint Partners, LLC 3,539 $590K new Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 3,531 $589K 0.05% 0 13F-HR Timeline ESSEX INVESTMENT MANAGEMENT CO LLC More: the full row for ESSEX INVESTMENT MANAGEMENT CO LLC 3,530 $588K 0.08% 0 13F-HR Timeline SBI Okasan Asset Management Co.Ltd. More: the full row for SBI Okasan Asset Management Co.Ltd. 3,500 $583K 0.02% 0 13F-HR Timeline NOESIS CAPITAL MANGEMENT CORP More: the full row for NOESIS CAPITAL MANGEMENT CORP 3,500 $583K 0.07% 0 13F-HR Timeline