GREENLEAF TRUST More: the full row for GREENLEAF TRUST 9,506 $2.08M 0.02% -1,210 13F-HR Timeline RMR Wealth Builders More: the full row for RMR Wealth Builders 9,433 $2.06M 0.19% -66 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 9,406 $2.06M 0.13% -13 13F-HR Timeline Group TEALWOOD ASSET MANAGEMENT INC More: the full row for TEALWOOD ASSET MANAGEMENT INC 9,263 $2.02M 0.9% -275 13F-HR Timeline Front Row Advisors LLC More: the full row for Front Row Advisors LLC 9,232 $2.02M 0.7% -152 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 9,171 $2.01M 0.22% +523 13F-HR Timeline CHATHAM CAPITAL GROUP, INC. More: the full row for CHATHAM CAPITAL GROUP, INC. 9,008 $1.97M 0.3% -235 13F-HR Timeline MASTERINVEST Kapitalanlage GmbH More: the full row for MASTERINVEST Kapitalanlage GmbH 8,995 $1.97M 0.21% 13F-HR/A Timeline Qtron Investments LLC More: the full row for Qtron Investments LLC 8,870 $1.94M 0.25% 0 13F-HR Timeline GRIMES & Co WEALTH MANAGEMENT, LLC More: the full row for GRIMES & Co WEALTH MANAGEMENT, LLC 8,829 $1.93M 0.05% -107 13F-HR Timeline Jump Financial, LLC in group Jump Financial, LLC More: the full row for Jump Financial, LLC 8,826 $1.93M 0.02% -23,694 13F-HR/A Timeline Group MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 8,653 $1.89M 0.04% +29 13F-HR Timeline IAM Advisory, LLC More: the full row for IAM Advisory, LLC 8,601 $1.88M 0.45% +372 13F-HR Timeline BRASS TAX WEALTH MANAGEMENT, INC More: the full row for BRASS TAX WEALTH MANAGEMENT, INC 8,582 $1.88M 0.36% +6 13F-HR Timeline SHELL ASSET MANAGEMENT CO More: the full row for SHELL ASSET MANAGEMENT CO 8,577 $1.88M 0.06% +2,806 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 8,496 $1.86M 0.01% +312 13F-HR/A Timeline Group JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 8,540 $1.85M <0.01% +2,718 13F-HR Timeline Group SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 8,435 $1.84M 0.12% +363 13F-HR Timeline McAdam, LLC More: the full row for McAdam, LLC 8,424 $1.84M 0.1% +4,476 13F-HR Timeline PICTET BANK & TRUST Ltd More: the full row for PICTET BANK & TRUST Ltd 8,395 $1.84M 2.15% 0 13F-HR Timeline Impact Capital Partners LLC More: the full row for Impact Capital Partners LLC 8,371 $1.83M 0.6% +122 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 8,337 $1.82M 0.01% +69 13F-HR Timeline Pensionfund Sabic in group Pensionfund PDN More: the full row for Pensionfund Sabic 8,300 $1.81M 0.51% -200 13F-HR Timeline Group DUMONT & BLAKE INVESTMENT ADVISORS LLC More: the full row for DUMONT & BLAKE INVESTMENT ADVISORS LLC 8,248 $1.8M 0.47% -401 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 8,217 $1.8M 0.01% +838 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 8,205 $1.79M 0.04% +1,068 13F-HR Timeline Walleye Capital LLC group of 2 filers holding More: the full row for Walleye Capital LLC 8,181 $1.79M -9,621 Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 8,171 $1.79M 0.02% +284 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 8,166 $1.79M 0.03% +5,266 13F-HR Timeline Westerkirk Capital Inc. More: the full row for Westerkirk Capital Inc. 8,110 $1.77M 0.22% 13F-HR Timeline Evercore Wealth Management, LLC More: the full row for Evercore Wealth Management, LLC 8,095 $1.77M 0.03% 0 13F-HR Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 8,094 $1.77M 0.22% new 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 8,087 $1.77M 0.02% +730 13F-HR Timeline Triasima Portfolio Management inc. More: the full row for Triasima Portfolio Management inc. 8,018 $1.75M 0.32% -17,375 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 7,956 $1.74M 0.06% +1,240 13F-HR Timeline Essex Financial Services, Inc. group of 2 filers holding More: the full row for Essex Financial Services, Inc. 7,910 $1.73M +3,113 Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 8,653 $1.72M 0.03% -16 13F-HR Timeline Ledyard National Bank More: the full row for Ledyard National Bank 7,833 $1.71M 0.16% +351 13F-HR Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 7,790 $1.7M 0.03% -486 13F-HR Timeline Group Lantz Financial LLC More: the full row for Lantz Financial LLC 7,757 $1.7M 0.42% -2 13F-HR Timeline LS Investment Advisors, LLC More: the full row for LS Investment Advisors, LLC 7,749 $1.69M 0.25% 0 13F-HR Timeline Banco Santander, S.A. in group Banco Santander, S.A. More: the full row for Banco Santander, S.A. 7,697 $1.68M 0.02% +1,318 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. Matrix Trust Co More: the full row for Matrix Trust Co 7,654 $1.67M 0.27% 0 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 6,903 $1.67M 0.05% -576 13F-HR Timeline HARTLINE INVESTMENT CORP/ More: the full row for HARTLINE INVESTMENT CORP/ 7,591 $1.66M 0.19% -2,151 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 7,737 $1.66M 0.07% -96 13F-HR Timeline UNIVEST FINANCIAL Corp in group UNIVEST FINANCIAL Corp More: the full row for UNIVEST FINANCIAL Corp 7,576 $1.66M 0.1% -1,076 13F-HR Timeline Group Souders Financial Advisors More: the full row for Souders Financial Advisors 7,518 $1.64M 0.21% -1,265 13F-HR Timeline CLIFFORD SWAN INVESTMENT COUNSEL LLC More: the full row for CLIFFORD SWAN INVESTMENT COUNSEL LLC 7,498 $1.64M 0.06% -142 13F-HR Timeline Welch & Forbes LLC More: the full row for Welch & Forbes LLC 7,412 $1.62M 0.02% +1,692 13F-HR Timeline Relyea Zuckerberg Hanson LLC More: the full row for Relyea Zuckerberg Hanson LLC 7,403 $1.62M 0.19% +50 13F-HR Timeline Voleon Capital Management LP More: the full row for Voleon Capital Management LP 7,385 $1.61M 0.09% -39,665 13F-HR Timeline CIBC WORLD MARKET INC. More: the full row for CIBC WORLD MARKET INC. 7,324 $1.6M <0.01% -70,505 13F-HR Timeline S-Bank Fund Management Ltd More: the full row for S-Bank Fund Management Ltd 7,296 $1.6M 0.24% -540 13F-HR Timeline TCTC Holdings, LLC in group TCTC Holdings, LLC More: the full row for TCTC Holdings, LLC 7,247 $1.58M 0.05% 0 13F-HR Timeline Group Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 7,243 $1.58M 0.08% -258 13F-HR Timeline First National Trust Co More: the full row for First National Trust Co 7,215 $1.58M 0.06% -1 13F-HR Timeline NorthStar Asset Management LLC /NJ/ More: the full row for NorthStar Asset Management LLC /NJ/ 7,078 $1.55M 0.82% +576 13F-HR Timeline ACCESS FINANCIAL SERVICES, INC. More: the full row for ACCESS FINANCIAL SERVICES, INC. 7,056 $1.54M 0.58% +186 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 7,034 $1.54M 0.05% +2,521 13F-HR Timeline Beverly Hills Private Wealth, LLC More: the full row for Beverly Hills Private Wealth, LLC 6,945 $1.52M 0.29% -201 13F-HR Timeline RCS Financial Planning, LLC More: the full row for RCS Financial Planning, LLC 6,904 $1.51M 0.75% 0 13F-HR Timeline Norway Savings Bank More: the full row for Norway Savings Bank 6,892 $1.51M 0.77% -65 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 6,865 $1.5M 0.19% +1,223 13F-HR Timeline US Asset Management LLC More: the full row for US Asset Management LLC 6,847 $1.5M 1.3% 0 13F-HR Timeline Mach-1 Financial Group, LLC More: the full row for Mach-1 Financial Group, LLC 6,841 $1.5M 0.44% -216 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 6,830 $1.49M 0.03% -456 13F-HR Timeline Douglas Lane & Associates, LLC More: the full row for Douglas Lane & Associates, LLC 6,777 $1.48M 0.02% -29 13F-HR Timeline CITIZENS & NORTHERN CORP in group CITIZENS & NORTHERN CORP More: the full row for CITIZENS & NORTHERN CORP 6,705 $1.47M 0.39% -1,628 13F-HR Timeline Group TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 6,689 $1.46M 0.04% -2,064 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 6,685 $1.46M 0.06% +558 13F-HR Timeline BOYD WATTERSON ASSET MANAGEMENT LLC/OH More: the full row for BOYD WATTERSON ASSET MANAGEMENT LLC/OH 6,645 $1.45M 0.46% -419 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 6,619 $1.45M 0.07% -60 13F-HR Timeline GRIES FINANCIAL LLC More: the full row for GRIES FINANCIAL LLC 6,617 $1.45M 0.26% -306 13F-HR Timeline Virtus Investment Advisers, LLC group of 2 filers holding More: the full row for Virtus Investment Advisers, LLC 6,585 $1.44M +6,319 Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 6,575 $1.44M 0.09% +364 13F-HR Timeline Dynamic Technology Lab Private Ltd More: the full row for Dynamic Technology Lab Private Ltd 6,569 $1.44M 0.2% new 13F-HR Timeline SHELTON CAPITAL MANAGEMENT More: the full row for SHELTON CAPITAL MANAGEMENT 6,485 $1.42M 0.03% -31 13F-HR Timeline Edgemoor Investment Advisors, Inc. More: the full row for Edgemoor Investment Advisors, Inc. 6,472 $1.42M 0.12% +23 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 6,444 $1.41M 0.1% 0 13F-HR Timeline Bryn Mawr Trust Advisors, LLC More: the full row for Bryn Mawr Trust Advisors, LLC 6,407 $1.4M 0.08% -258 13F-HR Timeline Hudson Bay Capital Management LP in group Hudson Bay Capital Management… More: the full row for Hudson Bay Capital Management LP 6,363 $1.39M 0.01% new 13F-HR/A Timeline Group NICOLET BANKSHARES INC group of 2 filers holding More: the full row for NICOLET BANKSHARES INC 6,633 $1.39M +403 Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 6,386 $1.39M 0.12% -589 13F-HR Timeline OmniStar Financial Group, Inc. More: the full row for OmniStar Financial Group, Inc. 6,335 $1.38M 1.04% +107 13F-HR Timeline United Bank More: the full row for United Bank 6,327 $1.38M 0.53% -666 13F-HR Timeline DF DENT & CO INC More: the full row for DF DENT & CO INC 6,271 $1.37M 0.02% +1,462 13F-HR Timeline Freedom Investment Management, Inc. More: the full row for Freedom Investment Management, Inc. 6,215 $1.36M 0.11% +746 13F-HR Timeline WIMMER ASSOCIATES 1, LLC More: the full row for WIMMER ASSOCIATES 1, LLC 6,208 $1.36M 0.69% +50 13F-HR Timeline Exchange Bank More: the full row for Exchange Bank 6,164 $1.35M 1.07% -75 13F-HR Timeline PROFUND ADVISORS LLC More: the full row for PROFUND ADVISORS LLC 6,131 $1.34M 0.05% -710 13F-HR Timeline Chesley Taft & Associates LLC More: the full row for Chesley Taft & Associates LLC 6,120 $1.34M 0.06% +21 13F-HR Timeline LMCG INVESTMENTS, LLC More: the full row for LMCG INVESTMENTS, LLC 6,100 $1.33M 0.08% -656 13F-HR Timeline GRAYBILL WEALTH MANAGEMENT, LTD. More: the full row for GRAYBILL WEALTH MANAGEMENT, LTD. 6,053 $1.32M 0.43% 0 13F-HR Timeline THOMPSON SIEGEL & WALMSLEY LLC More: the full row for THOMPSON SIEGEL & WALMSLEY LLC 6,049 $1.32M 0.02% -6 13F-HR Timeline STANCE CAPITAL LLC More: the full row for STANCE CAPITAL LLC 5,985 $1.31M 0.49% new 13F-HR Timeline Diversify Advisory Services, LLC in group Diversify Advisory Services, … More: the full row for Diversify Advisory Services, LLC 6,396 $1.31M 0.05% new 13F-HR Timeline Group Ironwood Investment Counsel, LLC More: the full row for Ironwood Investment Counsel, LLC 5,900 $1.29M 0.2% +151 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 5,883 $1.29M 0.06% +148 13F-HR Timeline Group ODDO BHF ASSET MANAGEMENT SAS More: the full row for ODDO BHF ASSET MANAGEMENT SAS 5,882 $1.29M 0.05% -7,157 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Prosperity Financial Group, Inc. in group Prosperity Financial Group, I… More: the full row for Prosperity Financial Group, Inc. 5,869 $1.28M 0.55% +14 13F-HR Timeline Group Lester Murray Antman dba SimplyRich More: the full row for Lester Murray Antman dba SimplyRich 5,871 $1.28M 0.36% -371 13F-HR Timeline West Family Investments, Inc. More: the full row for West Family Investments, Inc. 5,858 $1.28M 0.33% +980 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 5,802 $1.27M 0.03% -283 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 6,210 $1.27M 0.12% +19 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 5,772 $1.26M 0.03% +493 13F-HR/A Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 5,764 $1.26M 0.03% +322 13F-HR/A Timeline Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 5,756 $1.26M -789 Timeline DRW Securities, LLC More: the full row for DRW Securities, LLC 5,747 $1.26M 0.09% new 13F-HR Timeline Elmwood Wealth Management, Inc. More: the full row for Elmwood Wealth Management, Inc. 5,723 $1.25M 0.5% +1 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 5,709 $1.25M 0.02% +409 13F-HR Timeline Group OSTRUM ASSET MANAGEMENT More: the full row for OSTRUM ASSET MANAGEMENT 5,708 $1.25M 0.06% -165 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 5,691 $1.24M 0.1% -620 13F-HR Timeline Murphy, Middleton, Hinkle & Parker, Inc. More: the full row for Murphy, Middleton, Hinkle & Parker, Inc. 5,091 $1.24M 0.7% 0 13F-HR Timeline PEAPACK GLADSTONE FINANCIAL CORP More: the full row for PEAPACK GLADSTONE FINANCIAL CORP 5,665 $1.24M 0.02% -251 13F-HR Timeline FERGUSON WELLMAN CAPITAL MANAGEMENT, INC More: the full row for FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 5,662 $1.24M 0.02% -166 13F-HR Timeline Trust Asset Management LLC More: the full row for Trust Asset Management LLC 5,662 $1.24M 0.09% 0 13F-HR Timeline Red Door Wealth Management, LLC More: the full row for Red Door Wealth Management, LLC 5,656 $1.24M 0.15% +891 13F-HR Timeline R Squared Ltd More: the full row for R Squared Ltd 5,635 $1.23M 0.68% new 13F-HR Timeline Strategic Wealth Investment Group, LLC More: the full row for Strategic Wealth Investment Group, LLC 5,625 $1.23M 1.78% +364 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 5,615 $1.23M 0.16% +447 13F-HR/A Timeline NEVILLE RODIE & SHAW INC More: the full row for NEVILLE RODIE & SHAW INC 5,530 $1.21M 0.09% 0 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. 5,465 $1.19M 0.09% -13 13F-HR Timeline Group WEST PACES ADVISORS INC. More: the full row for WEST PACES ADVISORS INC. 5,463 $1.19M 0.25% +54 13F-HR Timeline AA Financial Advisors, LLC More: the full row for AA Financial Advisors, LLC 5,448 $1.19M 0.26% +247 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 5,440 $1.19M 0.05% +91 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 5,423 $1.19M 0.06% -4,975 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 5,400 $1.18M 0.06% -505 13F-HR Timeline Capital Asset Advisory Services LLC More: the full row for Capital Asset Advisory Services LLC 5,336 $1.16M 0.05% -1,260 13F-HR Timeline Legacy Wealth Asset Management, LLC More: the full row for Legacy Wealth Asset Management, LLC 5,311 $1.16M 0.3% +19 13F-HR Timeline Center For Asset Management LLC More: the full row for Center For Asset Management LLC 5,457 $1.16M 0.71% +70 13F-HR Timeline Broadway Wealth Solutions, Inc. More: the full row for Broadway Wealth Solutions, Inc. 5,133 $1.12M 0.7% 0 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 5,111 $1.12M 0.03% +1,894 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 5,111 $1.12M 0.04% +74 13F-HR Timeline Hamilton Point Investment Advisors, LLC More: the full row for Hamilton Point Investment Advisors, LLC 5,079 $1.11M 0.18% -95 13F-HR Timeline SkyView Investment Advisors, LLC More: the full row for SkyView Investment Advisors, LLC 5,106 $1.11M 0.16% -59 13F-HR Timeline Generali Investments CEE, investicni sp… More: the full row for Generali Investments CEE, investicni spolecnost, a.s. 5,060 $1.11M 0.09% 0 13F-HR Timeline JGP Wealth Management, LLC More: the full row for JGP Wealth Management, LLC 5,034 $1.1M 0.13% +68 13F-HR Timeline TRUEFG, LLC More: the full row for TRUEFG, LLC 5,000 $1.09M 0.32% +1,500 13F-HR Timeline Twin Tree Management, LP More: the full row for Twin Tree Management, LP 4,984 $1.09M 0.03% new 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 4,982 $1.09M 0.05% +439 13F-HR Timeline Quadcap Wealth Management, LLC More: the full row for Quadcap Wealth Management, LLC 4,965 $1.09M 0.14% +365 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 4,946 $1.08M 0.02% +53 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 4,909 $1.07M 0.03% +28 13F-HR Timeline Meiji Yasuda Asset Management Co Ltd. in group Meiji Yasuda Life Insurance Co More: the full row for Meiji Yasuda Asset Management Co Ltd. 4,906 $1.07M 0.05% -5,849 13F-HR Timeline Group Stratos Wealth Partners, LTD. group of 3 filers holding More: the full row for Stratos Wealth Partners, LTD. 4,902 $1.07M -82 Timeline BAR HARBOR WEALTH MANAGEMENT in group BAR HARBOR WEALTH MANAGEMENT More: the full row for BAR HARBOR WEALTH MANAGEMENT 4,903 $1.07M 0.07% 0 13F-HR Timeline Group FULLCIRCLE WEALTH LLC More: the full row for FULLCIRCLE WEALTH LLC 5,375 $1.07M 0.4% +130 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 4,871 $1.06M 0.14% -10 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 4,867 $1.06M 0.03% 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 4,854 $1.06M 0.18% -92 13F-HR Timeline Group CANANDAIGUA NATIONAL BANK & TRUST CO in group CANANDAIGUA NATIONAL BANK & T… More: the full row for CANANDAIGUA NATIONAL BANK & TRUST CO 4,842 $1.06M 0.1% -91 13F-HR Timeline Group Parsonex Advisory Services, Inc. More: the full row for Parsonex Advisory Services, Inc. 4,835 $1.06M 0.88% 13F-HR Timeline Regency Capital Management Inc.\DE More: the full row for Regency Capital Management Inc.\DE 4,809 $1.05M 0.55% new 13F-HR Timeline Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 5,149 $1.04M 0.08% -47 13F-HR Timeline Bison Wealth, LLC More: the full row for Bison Wealth, LLC 4,880 $1.04M 0.08% +1,429 13F-HR Timeline MATAURO, LLC More: the full row for MATAURO, LLC 4,738 $1.04M 0.19% -1,584 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 4,430 $1.03M 0.05% -224 13F-HR Timeline Beck Bode, LLC More: the full row for Beck Bode, LLC 4,702 $1.03M 0.17% -95 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 4,689 $1.03M 0.08% +1,434 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 4,687 $1.02M 0.04% -3 13F-HR Timeline Balyasny Asset Management L.P. in group Balyasny Asset Management More: the full row for Balyasny Asset Management L.P. 4,687 $1.02M <0.01% +1,283 13F-HR Timeline Group Fjell Capital, LLC More: the full row for Fjell Capital, LLC 4,679 $1.02M 0.95% +35 13F-HR Timeline Cascade Financial Partners, LLC More: the full row for Cascade Financial Partners, LLC 4,676 $1.02M 0.12% 0 13F-HR Timeline Texas Capital Bank Wealth Management Se… More: the full row for Texas Capital Bank Wealth Management Services Inc 4,671 $1.02M 0.1% +246 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 4,668 $1.02M 0.04% +664 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 4,653 $1.02M <0.01% +831 13F-HR Timeline Murphy Pohlad Asset Management LLC More: the full row for Murphy Pohlad Asset Management LLC 4,645 $1.02M 0.43% 0 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 4,617 $1.01M 0.08% +100 13F-HR Timeline Annandale Capital, LLC More: the full row for Annandale Capital, LLC 4,600 $1.01M 0.19% new 13F-HR Timeline Polymer Capital Management (US) LLC More: the full row for Polymer Capital Management (US) LLC 4,586 $1M 0.16% new 13F-HR Timeline Boltwood Capital Management More: the full row for Boltwood Capital Management 4,567 $999K 0.28% -55 13F-HR Timeline Quadrant Private Wealth Management, LLC More: the full row for Quadrant Private Wealth Management, LLC 4,556 $996K 0.21% +19 13F-HR Timeline Connecticut Wealth Management, LLC More: the full row for Connecticut Wealth Management, LLC 4,549 $994K 0.05% -105 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 4,460 $975K 0.01% -312 13F-HR Timeline OneAscent Financial Services LLC group of 4 filers holding More: the full row for OneAscent Financial Services LLC 4,448 $972K -2,950 Timeline 1248 Management, LLC More: the full row for 1248 Management, LLC 4,444 $972K 0.36% 0 13F-HR Timeline Advance Capital Management, Inc. More: the full row for Advance Capital Management, Inc. 4,406 $963K 0.04% +111 13F-HR Timeline TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 4,383 $958K 0.11% -3 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 4,376 $957K 0.06% +287 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 4,358 $953K 0.02% +300 13F-HR Timeline Group Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 4,349 $951K 0.06% +14 13F-HR Timeline TOWER TRUST & INVESTMENT Co More: the full row for TOWER TRUST & INVESTMENT Co 4,337 $948K 0.67% -45 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 4,299 $940K 0.02% +385 13F-HR Timeline Ceeto Capital Group, LLC More: the full row for Ceeto Capital Group, LLC 4,300 $940K 0.33% 0 13F-HR Timeline GM Advisory Group, LLC More: the full row for GM Advisory Group, LLC 4,214 $921K 0.05% +132 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 4,205 $919K 0.11% +2,707 13F-HR Timeline FIDUCIARY FAMILY OFFICE, LLC More: the full row for FIDUCIARY FAMILY OFFICE, LLC 4,197 $918K 0.3% -144 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 4,194 $917K 0.01% -20 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 4,149 $907K 0.34% +231 13F-HR Timeline VeraBank, N.A. 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