OVERSEA-CHINESE BANKING Corp Ltd in group OVERSEA-CHINESE BANKING Corp … More: the full row for OVERSEA-CHINESE BANKING Corp Ltd 11,021 $2.31M 0.06% new 13F-HR Timeline Group Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 11,043 $2.31M 0.04% -7,094 13F-HR Timeline Group BlueCrest Capital Management Ltd More: the full row for BlueCrest Capital Management Ltd 11,023 $2.3M 0.1% new 13F-HR Timeline DELTA ASSET MANAGEMENT LLC/TN More: the full row for DELTA ASSET MANAGEMENT LLC/TN 10,951 $2.29M 0.2% -36 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 10,923 $2.28M 0.26% -197 13F-HR Timeline MOSAIC FAMILY WEALTH PARTNERS, LLC More: the full row for MOSAIC FAMILY WEALTH PARTNERS, LLC 10,869 $2.27M 0.15% +5,631 13F-HR Timeline Cambria Investment Management, L.P. More: the full row for Cambria Investment Management, L.P. 10,835 $2.26M 0.11% +5,693 13F-HR Timeline EXCALIBUR MANAGEMENT CORP More: the full row for EXCALIBUR MANAGEMENT CORP 10,799 $2.26M 0.74% -1,107 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 10,716 $2.24M 0.29% -196 13F-HR Timeline Group MW ADVISORY, LLC More: the full row for MW ADVISORY, LLC 10,637 $2.22M 0.89% 13F-HR Timeline WILKINS INVESTMENT COUNSEL INC More: the full row for WILKINS INVESTMENT COUNSEL INC 10,599 $2.22M 0.3% -550 13F-HR Timeline CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 10,565 $2.21M 0.07% +2,456 13F-HR Timeline Zullo Investment Group, Inc. More: the full row for Zullo Investment Group, Inc. 10,526 $2.2M 0.75% -184 13F-HR Timeline PROFUND ADVISORS LLC More: the full row for PROFUND ADVISORS LLC 10,514 $2.2M 0.06% -325 13F-HR Timeline LMR Partners LLP in group LMR Partners LLP More: the full row for LMR Partners LLP 10,514 $2.2M 0.02% +4,199 13F-HR Timeline Group JAMISON PRIVATE WEALTH MANAGEMENT, INC. More: the full row for JAMISON PRIVATE WEALTH MANAGEMENT, INC. 10,505 $2.2M 0.23% +348 13F-HR Timeline Portside Wealth Group, LLC More: the full row for Portside Wealth Group, LLC 10,479 $2.19M 0.26% +26 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 10,454 $2.19M 0.06% -3,369 13F-HR Timeline Hennion & Walsh Asset Management, Inc. More: the full row for Hennion & Walsh Asset Management, Inc. 10,433 $2.18M 0.06% +2,532 13F-HR Timeline CAPE ANN SAVINGS BANK More: the full row for CAPE ANN SAVINGS BANK 10,423 $2.18M 1.03% -587 13F-HR Timeline Community Bank, N.A. More: the full row for Community Bank, N.A. 10,419 $2.18M 0.24% -475 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 10,405 $2.18M 0.09% -2,143 13F-HR Timeline PDT Partners, LLC More: the full row for PDT Partners, LLC 10,400 $2.17M 0.11% -1,400 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 10,343 $2.16M 0.06% -616 13F-HR Timeline Vann Equity Management LLC More: the full row for Vann Equity Management LLC 10,338 $2.16M 1.31% -174 13F-HR Timeline PEAK FINANCIAL ADVISORS LLC More: the full row for PEAK FINANCIAL ADVISORS LLC 10,315 $2.16M 0.89% new 13F-HR Timeline ALPS ADVISORS INC in group ALPS ADVISORS INC More: the full row for ALPS ADVISORS INC 10,272 $2.15M 0.01% new 13F-HR Timeline Group Magnus Financial Group LLC More: the full row for Magnus Financial Group LLC 10,249 $2.14M 0.15% +409 13F-HR Timeline Gallagher Capital Advisors, LLC More: the full row for Gallagher Capital Advisors, LLC 10,115 $2.11M 1.21% +52 13F-HR Timeline Evelyn Partners Group Ltd in group Evelyn Partners Group Ltd More: the full row for Evelyn Partners Group Ltd 10,063 $2.1M <0.01% 13F-HR Timeline Group WASHINGTON TRUST Co More: the full row for WASHINGTON TRUST Co 10,047 $2.1M 0.07% -752 13F-HR Timeline WESTPAC BANKING CORP in group WESTPAC BANKING CORP More: the full row for WESTPAC BANKING CORP 10,021 $2.09M 0.13% -1,242 13F-HR Timeline Group W ADVISORS, LLC More: the full row for W ADVISORS, LLC 9,934 $2.08M 0.94% -151 13F-HR Timeline CLOUGH CAPITAL PARTNERS L P in group CLOUGH CAPITAL PARTNERS L P More: the full row for CLOUGH CAPITAL PARTNERS L P 9,928 $2.08M 0.17% 0 13F-HR Timeline Group Lee Financial Co More: the full row for Lee Financial Co 9,907 $2.07M 0.26% -34 13F-HR Timeline Cache Advisors, LLC More: the full row for Cache Advisors, LLC 9,897 $2.07M 0.18% +6,535 13F-HR Timeline PARR MCKNIGHT WEALTH MANAGEMENT GROUP, … More: the full row for PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC 9,750 $2.04M 0.24% +223 13F-HR Timeline Berkeley Capital Partners, LLC More: the full row for Berkeley Capital Partners, LLC 9,723 $2.03M 0.42% +77 13F-HR Timeline Matrix Trust Co More: the full row for Matrix Trust Co 9,721 $2.03M 0.29% -4,789 13F-HR Timeline AAFMAA Wealth Management & Trust LLC More: the full row for AAFMAA Wealth Management & Trust LLC 9,717 $2.03M 0.71% -699 13F-HR Timeline Inscription Capital, LLC More: the full row for Inscription Capital, LLC 9,691 $2.03M 0.18% +2,376 13F-HR Timeline CHEMUNG CANAL TRUST CO More: the full row for CHEMUNG CANAL TRUST CO 9,691 $2.03M 0.37% -724 13F-HR Timeline BTG Pactual Asset Management US LLC in group BTG Pactual Asset Management … More: the full row for BTG Pactual Asset Management US LLC 9,647 $2.02M 0.15% +7,655 13F-HR Timeline Group DRW Securities, LLC More: the full row for DRW Securities, LLC 9,642 $2.01M 0.12% +3,881 13F-HR Timeline BAMCO INC /NY/ in group Baron Capital More: the full row for BAMCO INC /NY/ 9,620 $2.01M <0.01% +520 13F-HR Timeline Group Northwest & Ethical Investments L.P. More: the full row for Northwest & Ethical Investments L.P. 9,580 $2.01M 0.05% +2,899 13F-HR Timeline PARADIGM ASSET MANAGEMENT CO LLC More: the full row for PARADIGM ASSET MANAGEMENT CO LLC 9,600 $2.01M 0.43% -9,900 13F-HR Timeline TOWNSQUARE CAPITAL LLC More: the full row for TOWNSQUARE CAPITAL LLC 9,569 $2M 0.37% +24 13F-HR Timeline WIREGRASS INVESTMENT MANAGEMENT LLC More: the full row for WIREGRASS INVESTMENT MANAGEMENT LLC 9,526 $1.99M 1.36% +218 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 9,521 $1.99M 0.04% +410 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 9,400 $1.97M 0.02% +943 13F-HR Timeline Engineers Gate Manager LP More: the full row for Engineers Gate Manager LP 9,379 $1.96M 0.03% -1,019 13F-HR Timeline First Citizens Financial Corp More: the full row for First Citizens Financial Corp 9,378 $1.96M 0.82% -878 13F-HR Timeline Capital Markets Trading UK LLP More: the full row for Capital Markets Trading UK LLP 9,361 $1.96M 1.4% +3,837 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 238,740 $1.96M 0.12% -21,183 13F-HR Timeline Fort Point Capital Partners LLC More: the full row for Fort Point Capital Partners LLC 9,299 $1.94M 0.21% -79 13F-HR Timeline Avalon Trust Co More: the full row for Avalon Trust Co 9,296 $1.94M 0.12% 0 13F-HR Timeline KLCM Advisors, Inc. More: the full row for KLCM Advisors, Inc. 9,260 $1.94M 0.16% +3 13F-HR Timeline Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 9,219 $1.93M 0.05% +921 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 9,219 $1.93M 0.14% +402 13F-HR Timeline Galaxy Digital Capital Management GP LLC in group Galaxy Group Investments LLC More: the full row for Galaxy Digital Capital Management GP LLC 9,216 $1.93M 1.16% -663 13F-HR Timeline Group PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 9,199 $1.92M 0.15% +1,651 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 9,198 $1.92M 0.04% +218 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 9,181 $1.92M 0.02% -54 13F-HR Timeline Northstar Advisory Group, LLC More: the full row for Northstar Advisory Group, LLC 9,171 $1.92M 0.6% +302 13F-HR Timeline HANCOCK WHITNEY CORP More: the full row for HANCOCK WHITNEY CORP 9,170 $1.92M 0.03% -116 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 9,152 $1.91M 0.06% +651 13F-HR Timeline Cercano Management LLC More: the full row for Cercano Management LLC 9,147 $1.91M 0.25% -34,615 13F-HR/A Timeline FOSTER & MOTLEY INC More: the full row for FOSTER & MOTLEY INC 9,116 $1.91M 0.09% -1,159 13F-HR Timeline Kesler, Norman & Wride, LLC More: the full row for Kesler, Norman & Wride, LLC 9,105 $1.9M 0.3% -3,350 13F-HR Timeline Chung Wu Investment Group, LLC More: the full row for Chung Wu Investment Group, LLC 9,105 $1.9M 1.25% +130 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 9,099 $1.9M 0.06% -164 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 9,096 $1.9M 0.06% +640 13F-HR Timeline Group Essex Financial Services, Inc. group of 2 filers holding More: the full row for Essex Financial Services, Inc. 9,096 $1.9M -638 Timeline Hartford Funds Management Co LLC More: the full row for Hartford Funds Management Co LLC 9,046 $1.89M 0.15% -108 13F-HR Timeline Strait & Sound Wealth Management LLC More: the full row for Strait & Sound Wealth Management LLC 9,035 $1.89M 0.66% -202 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 9,031 $1.89M 0.05% -166 13F-HR Timeline Dakota Wealth Management More: the full row for Dakota Wealth Management 8,972 $1.88M 0.04% -314 13F-HR Timeline Relyea Zuckerberg Hanson LLC More: the full row for Relyea Zuckerberg Hanson LLC 8,969 $1.87M 0.16% -243 13F-HR/A Timeline Retirement Planning Co of New England, … More: the full row for Retirement Planning Co of New England, Inc. 8,950 $1.87M 0.67% -107 13F-HR Timeline AFFINITY INVESTMENT ADVISORS, LLC More: the full row for AFFINITY INVESTMENT ADVISORS, LLC 8,935 $1.87M 0.95% -771 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 8,891 $1.86M 0.07% +341 13F-HR Timeline Ethos Capital Management, Inc. More: the full row for Ethos Capital Management, Inc. 8,886 $1.86M 1.32% new 13F-HR Timeline Concentric Capital Strategies, LP More: the full row for Concentric Capital Strategies, LP 8,868 $1.85M 0.11% -14,690 13F-HR Timeline Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 8,847 $1.85M 0.09% -155 13F-HR Timeline BLUE JEAN FINANCIAL LLC More: the full row for BLUE JEAN FINANCIAL LLC 8,843 $1.85M 1.29% new 13F-HR Timeline Legacy Bridge, LLC More: the full row for Legacy Bridge, LLC 8,837 $1.85M 0.57% 0 13F-HR Timeline West Branch Capital LLC More: the full row for West Branch Capital LLC 8,836 $1.85M 0.43% +640 13F-HR Timeline PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV More: the full row for PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV 8,817 $1.84M 0.47% 0 13F-HR Timeline Americana Partners, LLC More: the full row for Americana Partners, LLC 8,802 $1.84M 0.04% -19,871 13F-HR Timeline Heartland Bank & Trust Co More: the full row for Heartland Bank & Trust Co 8,793 $1.84M 0.38% -99 13F-HR Timeline VAUGHAN NELSON INVESTMENT MANAGEMENT, L… More: the full row for VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. 8,790 $1.84M 0.02% 0 13F-HR Timeline Proficio Capital Partners LLC More: the full row for Proficio Capital Partners LLC 8,753 $1.83M 0.07% +6,725 13F-HR Timeline LGT Group Foundation in group LGT Group Foundation More: the full row for LGT Group Foundation 8,726 $1.82M 0.02% -276 13F-HR Timeline Group Westover Capital Advisors, LLC More: the full row for Westover Capital Advisors, LLC 8,710 $1.82M 0.3% +680 13F-HR Timeline Howard Capital Management, LLC More: the full row for Howard Capital Management, LLC 8,674 $1.81M 0.02% +4,022 13F-HR Timeline NCM Capital Management, LLC More: the full row for NCM Capital Management, LLC 8,661 $1.81M 0.56% +16 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 8,641 $1.81M 0.16% +67 13F-HR Timeline Procyon Advisors, LLC More: the full row for Procyon Advisors, LLC 8,593 $1.8M 0.08% -225 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 8,550 $1.79M 2.19% 0 13F-HR Timeline Group LVW Advisors, LLC More: the full row for LVW Advisors, LLC 8,532 $1.78M 0.15% +903 13F-HR Timeline Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 8,360 $1.77M 0.1% -7 13F-HR Timeline Jump Financial, LLC in group Jump Financial, LLC More: the full row for Jump Financial, LLC 8,400 $1.76M 0.02% -104,597 13F-HR Timeline Group Phoenix Financial Ltd. in group Phoenix Financial Ltd. More: the full row for Phoenix Financial Ltd. 8,368 $1.75M 0.01% -5,175 13F-HR Timeline Group FourThought Financial Partners, LLC More: the full row for FourThought Financial Partners, LLC 8,360 $1.75M 0.13% -91 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 8,348 $1.75M 0.11% -338 13F-HR Timeline Triangle Securities Wealth Management More: the full row for Triangle Securities Wealth Management 8,294 $1.73M 0.34% -160 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Shulman DeMeo Asset Management LLC More: the full row for Shulman DeMeo Asset Management LLC 8,282 $1.73M 0.32% -13 13F-HR Timeline bLong Financial, LLC More: the full row for bLong Financial, LLC 8,259 $1.73M 1.12% -100 13F-HR Timeline Walser Wealth Management Company, A Ltd… More: the full row for Walser Wealth Management Company, A Ltd Liability Co 8,250 $1.72M 0.72% +863 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 8,245 $1.72M 0.16% +52 13F-HR Timeline Herold Advisors, Inc. More: the full row for Herold Advisors, Inc. 8,232 $1.72M 0.34% +64 13F-HR Timeline ANCHYRA PARTNERS LLC More: the full row for ANCHYRA PARTNERS LLC 8,203 $1.71M 0.41% +4,094 13F-HR Timeline E&G Advisors, LLC More: the full row for E&G Advisors, LLC 8,194 $1.71M 0.33% 0 13F-HR Timeline CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 8,193 $1.71M 0.17% +227 13F-HR Timeline SECURED RETIREMENT ADVISORS, LLC More: the full row for SECURED RETIREMENT ADVISORS, LLC 8,176 $1.71M 0.88% new 13F-HR Timeline TRUE Private Wealth Advisors More: the full row for TRUE Private Wealth Advisors 8,155 $1.7M 0.15% +7 13F-HR Timeline ING GROEP NV More: the full row for ING GROEP NV 8,132 $1.7M 0.01% -46,508 13F-HR Timeline CenterBook Partners LP More: the full row for CenterBook Partners LP 8,123 $1.7M 0.08% +5,977 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 8,096 $1.69M 0.04% -799 13F-HR Timeline Viewpoint Capital Management LLC More: the full row for Viewpoint Capital Management LLC 8,094 $1.69M 0.86% -3,800 13F-HR Timeline Abacus Wealth Partners, LLC More: the full row for Abacus Wealth Partners, LLC 8,086 $1.69M 0.18% -1,203 13F-HR Timeline Arjuna Capital More: the full row for Arjuna Capital 8,069 $1.69M 0.38% new 13F-HR Timeline TigerOak Management, L.L.C. More: the full row for TigerOak Management, L.L.C. 8,053 $1.68M 0.47% +100 13F-HR Timeline Sather Financial Group Inc More: the full row for Sather Financial Group Inc 8,041 $1.68M 0.1% 0 13F-HR Timeline Buckley Wealth Management, LLC More: the full row for Buckley Wealth Management, LLC 8,040 $1.68M 0.42% -1,455 13F-HR Timeline Polymer Capital Management (HK) LTD More: the full row for Polymer Capital Management (HK) LTD 8,034 $1.68M 0.17% new 13F-HR Timeline SAGE RHINO CAPITAL LLC More: the full row for SAGE RHINO CAPITAL LLC 8,032 $1.68M 0.28% -223 13F-HR Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 8,023 $1.68M 0.1% -2,284 13F-HR Timeline Ulysses Management LLC More: the full row for Ulysses Management LLC 8,000 $1.67M 0.58% new 13F-HR Timeline BEESE FULMER INVESTMENT MANAGEMENT, INC. More: the full row for BEESE FULMER INVESTMENT MANAGEMENT, INC. 7,996 $1.67M 0.1% -471 13F-HR Timeline CFS Investment Advisory Services, LLC More: the full row for CFS Investment Advisory Services, LLC 7,805 $1.67M 0.11% +63 13F-HR Timeline OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 7,970 $1.67M 0.03% +480 13F-HR Timeline Busey Bank More: the full row for Busey Bank 7,966 $1.67M 0.04% -448 13F-HR Timeline Ayrshire Capital Management LLC More: the full row for Ayrshire Capital Management LLC 7,926 $1.66M 0.78% new 13F-HR Timeline WESTCO ADVISORY SERVICES INC /ADV More: the full row for WESTCO ADVISORY SERVICES INC /ADV 7,920 $1.66M 1% +595 13F-HR Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 7,918 $1.66M 0.06% +1,843 13F-HR Timeline TANDEM CAPITAL MANAGEMENT CORP /ADV More: the full row for TANDEM CAPITAL MANAGEMENT CORP /ADV 7,916 $1.65M 0.7% 0 13F-HR Timeline JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 7,894 $1.65M 0.01% +1,018 13F-HR Timeline CX Institutional More: the full row for CX Institutional 7,892 $1.65M 0.05% -23 13F-HR Timeline KPP Advisory Services LLC More: the full row for KPP Advisory Services LLC 7,872 $1.65M 0.21% -115 13F-HR Timeline CORSAIR CAPITAL MANAGEMENT, L.P. More: the full row for CORSAIR CAPITAL MANAGEMENT, L.P. 7,815 $1.63M 0.21% 0 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 7,802 $1.63M 0.06% -39 13F-HR Timeline Numerai GP LLC More: the full row for Numerai GP LLC 7,795 $1.63M 0.13% -1,231 13F-HR Timeline Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 7,790 $1.63M 0.09% +306 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 7,787 $1.63M 0.03% +1,115 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 7,786 $1.63M 0.08% +280 13F-HR Timeline Dempze Nancy E More: the full row for Dempze Nancy E 7,783 $1.63M 0.78% -800 13F-HR Timeline Nicholas Wealth, LLC. More: the full row for Nicholas Wealth, LLC. 7,742 $1.62M 0.89% -16 13F-HR Timeline LAWOOD & CO More: the full row for LAWOOD & CO 7,726 $1.62M 1.09% -200 13F-HR Timeline SOUTH PLAINS FINANCIAL, INC. More: the full row for SOUTH PLAINS FINANCIAL, INC. 7,694 $1.61M 0.86% -86 13F-HR Timeline PEOPLES FINANCIAL SERVICES CORP. More: the full row for PEOPLES FINANCIAL SERVICES CORP. 7,691 $1.61M 0.69% +35 13F-HR Timeline Supplemental Annuity Collective Trust o… More: the full row for Supplemental Annuity Collective Trust of NJ 7,689 $1.61M 0.41% -490 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 7,661 $1.6M 0.07% -9 13F-HR Timeline Group Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 7,648 $1.6M 0.07% +1,429 13F-HR Timeline TritonPoint Partners, LLC group of 2 filers holding More: the full row for TritonPoint Partners, LLC 7,636 $1.6M +4,033 Timeline IFG Advisors, LLC More: the full row for IFG Advisors, LLC 7,632 $1.6M 0.22% 0 13F-HR Timeline BANK OF STOCKTON More: the full row for BANK OF STOCKTON 7,631 $1.6M 0.45% -242 13F-HR Timeline Breakwater Capital Group More: the full row for Breakwater Capital Group 7,596 $1.59M 0.19% -156 13F-HR Timeline Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 7,584 $1.59M 0.1% -53 13F-HR Timeline Ranch Capital Advisors Inc. More: the full row for Ranch Capital Advisors Inc. 7,571 $1.58M 0.5% +448 13F-HR Timeline Carmel Capital Partners, LLC More: the full row for Carmel Capital Partners, LLC 7,535 $1.58M 0.52% -7 13F-HR Timeline Sompo Asset Management Co., Ltd. More: the full row for Sompo Asset Management Co., Ltd. 7,510 $1.57M 0.26% -120 13F-HR Timeline Operose Advisors LLC More: the full row for Operose Advisors LLC 7,506 $1.57M 0.3% -399 13F-HR Timeline Hills Bank & Trust Co in group Hills Bank & Trust Co More: the full row for Hills Bank & Trust Co 7,495 $1.57M 0.07% +93 13F-HR Timeline Group Summit Wealth Partners, LLC More: the full row for Summit Wealth Partners, LLC 7,495 $1.57M 0.22% +85 13F-HR Timeline Clarendon Private LLC More: the full row for Clarendon Private LLC 7,475 $1.56M 1% +213 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 7,469 $1.56M 0.02% -5,494 13F-HR Timeline Group Zhang Financial LLC More: the full row for Zhang Financial LLC 7,462 $1.56M 0.05% +420 13F-HR Timeline Genesee Capital Advisors, LLC More: the full row for Genesee Capital Advisors, LLC 7,460 $1.56M 0.49% +903 13F-HR Timeline Saiph Capital, LLC More: the full row for Saiph Capital, LLC 7,435 $1.55M 0.47% +2,821 13F-HR Timeline WESPAC Advisors SoCal, LLC More: the full row for WESPAC Advisors SoCal, LLC 7,428 $1.55M 0.28% +336 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 7,416 $1.55M 0.15% +1 13F-HR Timeline Davidson Capital Management Inc. More: the full row for Davidson Capital Management Inc. 7,410 $1.55M 0.25% +151 13F-HR Timeline FOLGER NOLAN FLEMING DOUGLAS CAPITAL MA… More: the full row for FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC 7,392 $1.55M 0.13% +23 13F-HR Timeline Orion Capital Management LLC More: the full row for Orion Capital Management LLC 7,350 $1.54M 0.48% -310 13F-HR Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 7,326 $1.53M <0.01% -148 13F-HR Timeline Destination Wealth Management More: the full row for Destination Wealth Management 7,291 $1.52M 0.04% +727 13F-HR Timeline MINDSET WEALTH MANAGEMENT, LLC More: the full row for MINDSET WEALTH MANAGEMENT, LLC 7,283 $1.52M 0.29% +614 13F-HR Timeline Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 6,808 $1.51M 0.14% +605 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 7,200 $1.51M 0.09% -101 13F-HR Timeline HARBOUR INVESTMENTS, INC. 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