AMG National Trust Bank More: the full row for AMG National Trust Bank 3,850 $818K 0.02% 0 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 3,802 $808K 0.02% +1,070 13F-HR Timeline Fulton Bank, N.A. More: the full row for Fulton Bank, N.A. 3,792 $805K 0.03% -78 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 3,758 $798K 0.03% -222 13F-HR Timeline Matthew Goff Investment Advisor, LLC More: the full row for Matthew Goff Investment Advisor, LLC 3,749 $796K 0.15% 0 13F-HR Timeline VeraBank, N.A. More: the full row for VeraBank, N.A. 3,745 $795K 0.22% -30 13F-HR Timeline White Pine Investment CO More: the full row for White Pine Investment CO 3,741 $795K 0.21% -65 13F-HR Timeline OneAscent Financial Services LLC group of 2 filers holding More: the full row for OneAscent Financial Services LLC 3,737 $794K +1,092 Timeline NAPATREE CAPITAL LLC More: the full row for NAPATREE CAPITAL LLC 3,738 $794K 0.47% +135 13F-HR Timeline Williams Jones Wealth Management, LLC. More: the full row for Williams Jones Wealth Management, LLC. 3,726 $791K 0.01% 0 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 3,724 $791K 0.01% -143 13F-HR Timeline Group Shira Ridge Wealth Management More: the full row for Shira Ridge Wealth Management 3,721 $790K 0.39% +22 13F-HR Timeline Missouri Trust & Investment Co More: the full row for Missouri Trust & Investment Co 3,717 $790K 0.28% -148 13F-HR Timeline HUTCHINSON CAPITAL MANAGEMENT/CA More: the full row for HUTCHINSON CAPITAL MANAGEMENT/CA 3,670 $780K 0.15% 0 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 3,661 $778K 0.15% -232 13F-HR Timeline ASHTON THOMAS SECURITIES, LLC More: the full row for ASHTON THOMAS SECURITIES, LLC 3,628 $771K 0.21% +3,065 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 3,616 $768K 0.08% -50 13F-HR Timeline OXFORD ASSET MANAGEMENT LLP More: the full row for OXFORD ASSET MANAGEMENT LLP 3,615 $768K 0.35% +1,957 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. VISTA INVESTMENT PARTNERS LLC More: the full row for VISTA INVESTMENT PARTNERS LLC 3,600 $765K 0.24% 0 13F-HR Timeline Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 3,590 $763K 0.06% -4 13F-HR Timeline Dakota Wealth Management More: the full row for Dakota Wealth Management 3,590 $763K 0.02% -193 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 3,581 $761K 0.01% +343 13F-HR Timeline Ausdal Financial Partners, Inc. 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More: the full row for Compound Planning, Inc. 3,291 $699K 0.04% +11 13F-HR Timeline Rodgers Brothers Inc. 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More: the full row for Archvest Wealth Advisors, Inc. 2,840 $603K 0.44% -57 13F-HR Timeline Sterling Wealth Management, Inc. More: the full row for Sterling Wealth Management, Inc. 2,813 $598K 0.22% 0 13F-HR Timeline James Hambro & Partners LLP More: the full row for James Hambro & Partners LLP 2,811 $597K 0.02% +225 13F-HR Timeline Requisite Capital Management, LLC More: the full row for Requisite Capital Management, LLC 2,809 $597K 0.12% 0 13F-HR Timeline SPIREPOINT PRIVATE CLIENT, LLC More: the full row for SPIREPOINT PRIVATE CLIENT, LLC 2,808 $596K 0.07% -5 13F-HR Timeline Adero Partners, LLC More: the full row for Adero Partners, LLC 2,808 $596K 0.04% +87 13F-HR Timeline Meritas Wealth Management, LLC More: the full row for Meritas Wealth Management, LLC 2,805 $596K 0.36% 0 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 2,805 $596K 0.04% new 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 2,800 $595K 0.03% 0 13F-HR Timeline Avestar Capital, LLC More: the full row for Avestar Capital, LLC 2,799 $595K 0.05% +188 13F-HR Timeline My Legacy Advisors, LLC More: the full row for My Legacy Advisors, LLC 2,787 $592K 0.23% +332 13F-HR Timeline GROUP ONE TRADING LLC More: the full row for GROUP ONE TRADING LLC 2,787 $592K 0.02% new 13F-HR/A Timeline Faithward Advisors, LLC More: the full row for Faithward Advisors, LLC 2,780 $590K 0.1% +508 13F-HR Timeline SWMG, LLC More: the full row for SWMG, LLC 2,710 $589K 0.23% -9 13F-HR Timeline FLORIDA FINANCIAL ADVISORS, LLC More: the full row for FLORIDA FINANCIAL ADVISORS, LLC 2,769 $588K 0.26% +316 13F-HR Timeline NEW VERNON INVESTMENT MANAGEMENT LLC in group New Vernon Capital Holdings I… More: the full row for NEW VERNON INVESTMENT MANAGEMENT LLC 7,313 $584K 0.77% new 13F-HR Timeline Group 44 WEALTH MANAGEMENT LLC More: the full row for 44 WEALTH MANAGEMENT LLC 2,748 $584K 0.22% -228 13F-HR Timeline ICONIQ Capital, LLC in group ICONIQ Capital, LLC More: the full row for ICONIQ Capital, LLC 2,745 $583K 0.01% +1,271 13F-HR Timeline Group Warther Private Wealth, LLC More: the full row for Warther Private Wealth, LLC 2,740 $582K 0.2% -60 13F-HR Timeline Coign Capital Advisors LLC More: the full row for Coign Capital Advisors LLC 2,735 $581K 0.53% 13F-HR Timeline Avalon Trust Co More: the full row for Avalon Trust Co 2,714 $576K 0.04% +2,636 13F-HR Timeline Delta Financial Group, Inc. 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More: the full row for Strategic Wealth Partners, Ltd. 2,453 $567K 0.05% +420 13F-HR Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 2,659 $565K 0.09% -1 13F-HR Timeline CAPITAL ADVISORS INC/OK More: the full row for CAPITAL ADVISORS INC/OK 2,655 $564K 0.01% 0 13F-HR Timeline Amplius Wealth Advisors, LLC More: the full row for Amplius Wealth Advisors, LLC 2,640 $561K 0.06% 0 13F-HR Timeline BOSTON RESEARCH & MANAGEMENT INC More: the full row for BOSTON RESEARCH & MANAGEMENT INC 2,620 $557K 0.13% 0 13F-HR/A Timeline GSA CAPITAL PARTNERS LLP More: the full row for GSA CAPITAL PARTNERS LLP 2,613 $555K 0.04% new 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 2,589 $550K 0.29% +320 13F-HR Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 2,580 $548K 0.1% +550 13F-HR Timeline C2C Wealth Management, LLC More: the full row for C2C Wealth Management, LLC 2,580 $548K 0.51% 0 13F-HR Timeline TFB Advisors LLC More: the full row for TFB Advisors LLC 2,576 $547K 0.16% +51 13F-HR Timeline Legacy Capital Group California, Inc. More: the full row for Legacy Capital Group California, Inc. 2,566 $545K 0.17% -4 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 2,563 $545K 0.01% +38 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. 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More: the full row for Veltria Advisors Corp. 2,455 $521K 0.22% +103 13F-HR Timeline ASAHI LIFE ASSET MANAGEMENT CO., LTD. More: the full row for ASAHI LIFE ASSET MANAGEMENT CO., LTD. 2,440 $518K 0.32% -160 13F-HR Timeline Aberdeen Wealth Management LLC More: the full row for Aberdeen Wealth Management LLC 2,436 $517K 0.35% 0 13F-HR Timeline Glenview Trust Co More: the full row for Glenview Trust Co 2,430 $516K 0.01% +9 13F-HR Timeline WALTER & KEENAN WEALTH MANAGEMENT LLC /… More: the full row for WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV 2,425 $515K 0.16% +3 13F-HR Timeline EADS & HEALD WEALTH MANAGEMENT More: the full row for EADS & HEALD WEALTH MANAGEMENT 2,425 $515K 0.25% -100 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 2,405 $511K 0.02% -241 13F-HR Timeline Penobscot Investment Management Company… More: the full row for Penobscot Investment Management Company, Inc. 2,392 $508K 0.05% 0 13F-HR Timeline PATRICK M SWEENEY & ASSOCIATES, INC More: the full row for PATRICK M SWEENEY & ASSOCIATES, INC 2,368 $503K 0.38% 0 13F-HR Timeline Geller Advisors LLC More: the full row for Geller Advisors LLC 2,363 $502K 0.03% -84 13F-HR Timeline Stockman Wealth Management, Inc. More: the full row for Stockman Wealth Management, Inc. 2,360 $501K 0.08% 0 13F-HR Timeline Powell Investment Advisors, LLC More: the full row for Powell Investment Advisors, LLC 2,359 $501K 0.23% 0 13F-HR Timeline Baker Ellis Asset Management LLC More: the full row for Baker Ellis Asset Management LLC 2,348 $499K 0.07% +400 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 2,346 $498K 0.07% +456 13F-HR Timeline CHESAPEAKE ASSET MANAGEMENT LLC More: the full row for CHESAPEAKE ASSET MANAGEMENT LLC 2,345 $498K 0.46% -2 13F-HR Timeline Kessler Investment Group, LLC More: the full row for Kessler Investment Group, LLC 2,337 $496K 0.24% -159 13F-HR Timeline D'Orazio & Associates, Inc. More: the full row for D'Orazio & Associates, Inc. 2,335 $496K 0.07% -14 13F-HR Timeline Scientech Research LLC More: the full row for Scientech Research LLC 2,329 $495K 0.14% -5,981 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 2,326 $494K 0.02% +66 13F-HR Timeline Dynamic Technology Lab Private Ltd More: the full row for Dynamic Technology Lab Private Ltd 2,320 $493K 0.08% -18,737 13F-HR Timeline Fielder Capital Group LLC More: the full row for Fielder Capital Group LLC 2,321 $493K 0.15% +767 13F-HR Timeline Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 2,317 $492K 0.08% +3 13F-HR Timeline Catalina Capital Group, LLC More: the full row for Catalina Capital Group, LLC 2,295 $488K 0.16% +35 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 2,260 $480K 0.02% -1,200 13F-HR Timeline Financial Advocates Investment Manageme… More: the full row for Financial Advocates Investment Management 2,254 $479K 0.03% -1,911 13F-HR Timeline LGT Fund Management Co Ltd. More: the full row for LGT Fund Management Co Ltd. 2,240 $476K 0.04% new 13F-HR Timeline SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 2,238 $475K 0.03% +175 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 2,224 $472K 0.01% +110 13F-HR Timeline Atala Financial Inc More: the full row for Atala Financial Inc 2,202 $468K 0.33% 13F-HR Timeline Talisman Wealth Advisors LLC More: the full row for Talisman Wealth Advisors LLC 2,194 $466K 0.49% -40 13F-HR Timeline Good Life Advisors, LLC More: the full row for Good Life Advisors, LLC 2,194 $466K 0.03% new 13F-HR Timeline Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 2,192 $466K 0.01% +442 13F-HR Timeline GREAT LAKES ADVISORS, LLC More: the full row for GREAT LAKES ADVISORS, LLC 2,184 $464K <0.01% +975 13F-HR Timeline EVERPAR ADVISORS LLC More: the full row for EVERPAR ADVISORS LLC 2,183 $464K 0.23% +18 13F-HR Timeline Evernest Financial Advisors, LLC More: the full row for Evernest Financial Advisors, LLC 2,174 $462K 0.12% -57 13F-HR Timeline PARSONS CAPITAL MANAGEMENT INC/RI More: the full row for PARSONS CAPITAL MANAGEMENT INC/RI 2,166 $460K 0.02% +35 13F-HR Timeline 111 Capital More: the full row for 111 Capital 2,159 $459K 0.1% 13F-HR Timeline Citizens Business Bank More: the full row for Citizens Business Bank 1,096 $456K 0.09% 0 13F-HR Timeline WestHill Financial Advisors, Inc. 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More: the full row for Tradewinds, LLC. 1,978 $450K 0.13% -89 13F-HR Timeline Smith Salley Wealth Management More: the full row for Smith Salley Wealth Management 2,111 $448K 0.03% +45 13F-HR Timeline CAROLINAS WEALTH CONSULTING LLC More: the full row for CAROLINAS WEALTH CONSULTING LLC 2,105 $447K 0.09% -11 13F-HR Timeline Mosley Wealth Management More: the full row for Mosley Wealth Management 2,035 $446K 0.28% 0 13F-HR Timeline Smith & Howard Wealth Management, LLC More: the full row for Smith & Howard Wealth Management, LLC 2,100 $446K 0.13% 0 13F-HR Timeline Schear Investment Advisers, LLC More: the full row for Schear Investment Advisers, LLC 2,099 $446K 0.24% +237 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 2,098 $446K 0.01% 0 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 2,093 $445K 0.07% +82 13F-HR Timeline CONGRESS ASSET MANAGEMENT CO More: the full row for CONGRESS ASSET MANAGEMENT CO 2,087 $443K <0.01% 0 13F-HR Timeline Optas, LLC More: the full row for Optas, LLC 2,070 $440K 0.09% +127 13F-HR Timeline Gratus Wealth Advisors, LLC More: the full row for Gratus Wealth Advisors, LLC 2,060 $438K 0.07% 0 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 2,059 $437K 0.01% -21 13F-HR Timeline Group Core Alternative Capital More: the full row for Core Alternative Capital 2,056 $437K 0.09% 0 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 2,042 $434K 0.03% -371 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 2,034 $432K 0.03% +2,005 13F-HR Timeline Merrion Investment Management Co, LLC More: the full row for Merrion Investment Management Co, LLC 2,031 $431K 0.3% 0 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 2,028 $431K 0.02% -353 13F-HR Timeline SENTRY INVESTMENT MANAGEMENT LLC More: the full row for SENTRY INVESTMENT MANAGEMENT LLC 2,025 $430K 0.2% -330 13F-HR Timeline Global Endowment Management, LP in group Global Endowment Management, … More: the full row for Global Endowment Management, LP 2,015 $428K 0.05% -44 13F-HR Timeline Group Cynosure Group, LLC More: the full row for Cynosure Group, LLC 2,008 $427K 0.06% -461 13F-HR Timeline KORNITZER CAPITAL MANAGEMENT INC /KS More: the full row for KORNITZER CAPITAL MANAGEMENT INC /KS 2,000 $425K 0.01% 0 13F-HR Timeline S&CO INC More: the full row for S&CO INC 2,000 $424K 0.03% 0 13F-HR Timeline Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 1,993 $424K <0.01% +836 13F-HR Timeline Gryphon Financial Partners LLC More: the full row for Gryphon Financial Partners LLC 1,987 $422K 0.06% -82 13F-HR Timeline FUKOKU MUTUAL LIFE INSURANCE Co More: the full row for FUKOKU MUTUAL LIFE INSURANCE Co 1,985 $422K 0.03% 0 13F-HR Timeline Pine Valley Investments Ltd Liability Co More: the full row for Pine Valley Investments Ltd Liability Co 1,980 $421K 0.03% -4 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 1,965 $417K 0.04% +74 13F-HR Timeline KANAWHA CAPITAL MANAGEMENT LLC More: the full row for KANAWHA CAPITAL MANAGEMENT LLC 1,960 $416K 0.03% 0 13F-HR Timeline Wallace Capital Management Inc. More: the full row for Wallace Capital Management Inc. 1,960 $416K 0.06% 0 13F-HR Timeline