BANK HAPOALIM BM in group BANK HAPOALIM BM More: the full row for BANK HAPOALIM BM 38,702 $1.59M 0.11% +8,200 13F-HR Timeline Group Cladis Investment Advisory, LLC More: the full row for Cladis Investment Advisory, LLC 38,637 $1.59M 0.74% +9,021 13F-HR Timeline INVESTMENT HOUSE LLC More: the full row for INVESTMENT HOUSE LLC 38,631 $1.59M 0.07% -15,800 13F-HR/A Timeline Carnegie Lake Advisors LLC More: the full row for Carnegie Lake Advisors LLC 37,915 $1.56M 0.58% -60 13F-HR Timeline HBW ADVISORY SERVICES LLC More: the full row for HBW ADVISORY SERVICES LLC 37,786 $1.55M 0.14% +1,256 13F-HR Timeline Sawyer & Company, Inc More: the full row for Sawyer & Company, Inc 37,776 $1.55M 0.52% -25 13F-HR Timeline Lorne Steinberg Wealth Management Inc. More: the full row for Lorne Steinberg Wealth Management Inc. 37,601 $1.54M 0.32% +1,050 13F-HR Timeline Rule One Partners, LLC More: the full row for Rule One Partners, LLC 37,001 $1.53M 1.65% +35,000 13F-HR Timeline SWS Partners More: the full row for SWS Partners 36,814 $1.53M 0.33% +915 13F-HR Timeline Telos Capital Management, Inc. More: the full row for Telos Capital Management, Inc. 36,850 $1.51M 0.13% 0 13F-HR Timeline DOVER ADVISORS, LLC More: the full row for DOVER ADVISORS, LLC 23,260 $1.49M 0.61% +160 13F-HR Timeline LONDON CO OF VIRGINIA More: the full row for LONDON CO OF VIRGINIA 36,202 $1.49M 0.01% 0 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI⦠More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 36,134 $1.48M 0.01% -72,873 13F-HR Timeline Group HIGHLAND CAPITAL MANAGEMENT, LLC More: the full row for HIGHLAND CAPITAL MANAGEMENT, LLC 36,089 $1.48M 0.07% -2,341 13F-HR Timeline Roundview Capital LLC More: the full row for Roundview Capital LLC 36,071 $1.48M 0.08% -4,435 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 36,055 $1.48M 0.05% -846 13F-HR Timeline AMG National Trust Bank More: the full row for AMG National Trust Bank 36,052 $1.48M 0.03% -1,205 13F-HR Timeline Birch Hill Investment Advisors LLC More: the full row for Birch Hill Investment Advisors LLC 36,041 $1.48M 0.06% +97 13F-HR Timeline SPIREPOINT PRIVATE CLIENT, LLC More: the full row for SPIREPOINT PRIVATE CLIENT, LLC 35,967 $1.48M 0.12% -15 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 35,799 $1.47M 0.01% -1,712 13F-HR Timeline Group Hudson Canyon Capital Management More: the full row for Hudson Canyon Capital Management 35,674 $1.46M 0.78% +3,450 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 35,613 $1.46M 0.02% -757,184 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 35,558 $1.46M <0.01% +5,932 13F-HR Timeline Group OCCUDO QUANTITATIVE STRATEGIES LP More: the full row for OCCUDO QUANTITATIVE STRATEGIES LP 35,237 $1.45M 0.08% new 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 35,054 $1.44M 0.01% +3,433 13F-HR Timeline SOROS CAPITAL MANAGEMENT LLC in group SOROS FUND MANAGEMENT LLC More: the full row for SOROS CAPITAL MANAGEMENT LLC 34,827 $1.43M 0.26% -33,863 13F-HR Timeline Group SECURIAN ASSET MANAGEMENT, INC More: the full row for SECURIAN ASSET MANAGEMENT, INC 31,874 $1.39M 0.05% -365 13F-HR Timeline Platform Technology Partners More: the full row for Platform Technology Partners 33,905 $1.39M 0.23% +2,931 13F-HR Timeline SPRUCEGROVE INVESTMENT MANAGEMENT LTD More: the full row for SPRUCEGROVE INVESTMENT MANAGEMENT LTD 33,900 $1.39M 0.22% -16,300 13F-HR Timeline AlTi Global, Inc. in group AlTi Global, Inc. More: the full row for AlTi Global, Inc. 33,547 $1.39M 0.03% -477 13F-HR Timeline Group SHEETS SMITH WEALTH MANAGEMENT More: the full row for SHEETS SMITH WEALTH MANAGEMENT 33,629 $1.38M 0.14% -10,607 13F-HR Timeline AMI INVESTMENT MANAGEMENT INC More: the full row for AMI INVESTMENT MANAGEMENT INC 33,377 $1.37M 0.29% +1,849 13F-HR Timeline Bath Savings Trust Co More: the full row for Bath Savings Trust Co 33,299 $1.37M 0.14% -59,467 13F-HR Timeline Keudell/Morrison Wealth Management More: the full row for Keudell/Morrison Wealth Management 33,273 $1.37M 0.26% +1,270 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM⦠More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 31,623 $1.36M 0.08% +16,527 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 33,099 $1.36M 0.04% +69 13F-HR Timeline Palisade Asset Management, LLC More: the full row for Palisade Asset Management, LLC 33,037 $1.36M 0.13% -174 13F-HR Timeline Capitol Family Office, Inc. More: the full row for Capitol Family Office, Inc. 32,966 $1.35M 1.43% -6,650 13F-HR Timeline CAPITAL GROUP INVESTMENT MANAGEMENT PTE⦠in group CAPITAL GROUP INVESTMENT MANA⦠More: the full row for CAPITAL GROUP INVESTMENT MANAGEMENT PTE. LTD. 32,949 $1.35M 0.2% +2,827 13F-HR Timeline Group DIAMANT ASSET MANAGEMENT, INC. More: the full row for DIAMANT ASSET MANAGEMENT, INC. 32,874 $1.35M 0.92% -1,846,250 13F-HR Timeline Contrarius Group Holdings Ltd in group Contrarius Group Holdings Ltd More: the full row for Contrarius Group Holdings Ltd 32,865 $1.35M 0.06% new 13F-HR Timeline Group Quantbot Technologies LP More: the full row for Quantbot Technologies LP 32,779 $1.35M 0.05% new 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 32,733 $1.34M 0.05% -8,953 13F-HR Timeline Chicago Capital, LLC More: the full row for Chicago Capital, LLC 32,574 $1.34M 0.03% +3,506 13F-HR Timeline E. Ohman J:or Asset Management AB More: the full row for E. Ohman J:or Asset Management AB 32,496 $1.33M 0.03% 0 13F-HR Timeline Robinson Value Management, Ltd. More: the full row for Robinson Value Management, Ltd. 32,413 $1.33M 0.71% -257 13F-HR Timeline Generali Powszechne Towarzystwo Emeryta⦠group of 2 filers holding More: the full row for Generali Powszechne Towarzystwo Emerytalne 32,264 $1.32M -245,800 Timeline OSSIAM More: the full row for OSSIAM 32,166 $1.32M 0.02% new 13F-HR Timeline Pacifica Partners Inc. More: the full row for Pacifica Partners Inc. 29,831 $1.31M 0.4% -697 13F-HR Timeline Lester Murray Antman dba SimplyRich More: the full row for Lester Murray Antman dba SimplyRich 36,182 $1.31M 0.31% +11,608 13F-HR Timeline CX Institutional More: the full row for CX Institutional 31,932 $1.31M 0.04% +8,440 13F-HR Timeline EAGLE ROCK INVESTMENT COMPANY, LLC More: the full row for EAGLE ROCK INVESTMENT COMPANY, LLC 31,910 $1.31M 0.16% -37,494 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 31,878 $1.31M 0.02% +3,959 13F-HR Timeline Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 31,723 $1.3M 0.02% +3,394 13F-HR Timeline Group Dakota Wealth Management More: the full row for Dakota Wealth Management 31,654 $1.3M 0.02% +582 13F-HR Timeline Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 31,638 $1.3M 0.16% +4,833 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 31,268 $1.28M <0.01% -388,260 13F-HR Timeline KORNITZER CAPITAL MANAGEMENT INC /KS More: the full row for KORNITZER CAPITAL MANAGEMENT INC /KS 31,138 $1.28M 0.03% -15,190 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 30,608 $1.27M 0.02% -99,779 13F-HR Timeline Cardinal Point Capital Management ULC More: the full row for Cardinal Point Capital Management ULC 30,900 $1.27M 0.07% -10,410 13F-HR Timeline Diversify Advisory Services, LLC group of 2 filers holding More: the full row for Diversify Advisory Services, LLC 30,078 $1.27M +14,291 Timeline MITCHELL & PAHL PRIVATE WEALTH, LLC More: the full row for MITCHELL & PAHL PRIVATE WEALTH, LLC 30,602 $1.26M 0.46% +2,259 13F-HR Timeline WESBANCO BANK INC More: the full row for WESBANCO BANK INC 30,366 $1.25M 0.03% -16,433 13F-HR Timeline PARTHENON LLC More: the full row for PARTHENON LLC 30,295 $1.24M 0.13% +2,046 13F-HR Timeline CARY STREET PARTNERS ASSET MANAGEMENT L⦠group of 2 filers holding More: the full row for CARY STREET PARTNERS ASSET MANAGEMENT LLC 30,235 $1.24M +3,391 Timeline Palumbo Wealth Management LLC More: the full row for Palumbo Wealth Management LLC 30,194 $1.24M 0.26% -23,461 13F-HR Timeline ALPS ADVISORS INC in group ALPS ADVISORS INC More: the full row for ALPS ADVISORS INC 30,104 $1.24M 0.01% new 13F-HR Timeline Group TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 29,984 $1.23M 0.1% -7,584 13F-HR Timeline PLIMOTH TRUST CO LLC More: the full row for PLIMOTH TRUST CO LLC 29,879 $1.23M 0.24% -986 13F-HR Timeline Cohen Capital Management, Inc. More: the full row for Cohen Capital Management, Inc. 29,794 $1.22M 0.17% +5,000 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 29,591 $1.21M 0.05% +3,768 13F-HR Timeline SITTNER & NELSON, LLC More: the full row for SITTNER & NELSON, LLC 29,506 $1.21M 0.38% +604 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG⦠More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 29,472 $1.21M <0.01% -197 13F-HR Timeline Third View Private Wealth, LLC More: the full row for Third View Private Wealth, LLC 29,461 $1.21M 0.15% -445 13F-HR Timeline MONEY CONCEPTS CAPITAL CORP More: the full row for MONEY CONCEPTS CAPITAL CORP 29,310 $1.2M 0.06% -3,617 13F-HR Timeline Saranac Partners Ltd More: the full row for Saranac Partners Ltd 29,303 $1.2M 0.39% +19,986 13F-HR Timeline CWC Advisors, LLC. More: the full row for CWC Advisors, LLC. 29,282 $1.2M 0.53% -1,281 13F-HR Timeline Meadowbrook Advisors Group, LLC More: the full row for Meadowbrook Advisors Group, LLC 29,041 $1.19M 0.64% +22,455 13F-HR Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/⦠More: the full row for CITIZENS FINANCIAL GROUP INC/RI 28,780 $1.19M 0.01% -1,045 13F-HR Timeline Group Metis Global Partners, LLC More: the full row for Metis Global Partners, LLC 28,777 $1.18M 0.03% -5,173 13F-HR Timeline Independent Solutions Wealth Management⦠More: the full row for Independent Solutions Wealth Management, LLC 28,748 $1.18M 0.15% +10,820 13F-HR Timeline KMG FIDUCIARY PARTNERS, LLC More: the full row for KMG FIDUCIARY PARTNERS, LLC 28,441 $1.17M 0.11% +23,352 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 28,320 $1.16M 0.32% +1,917 13F-HR Timeline Richard W. Paul & Associates, LLC More: the full row for Richard W. Paul & Associates, LLC 28,190 $1.16M 0.35% new 13F-HR Timeline VISTA CAPITAL PARTNERS, INC. More: the full row for VISTA CAPITAL PARTNERS, INC. 28,123 $1.15M 0.1% -825 13F-HR Timeline Wahed Invest LLC More: the full row for Wahed Invest LLC 28,087 $1.15M 0.12% -1,652 13F-HR Timeline SILVERCREST ASSET MANAGEMENT GROUP LLC More: the full row for SILVERCREST ASSET MANAGEMENT GROUP LLC 28,066 $1.15M 0.01% -188 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 27,483 $1.14M 0.03% +1,362 13F-HR Timeline Sava Infond d.o.o. More: the full row for Sava Infond d.o.o. 27,630 $1.13M 0.08% -2,500 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 27,593 $1.13M 0.02% -6,093 13F-HR Timeline Stokes Family Office, LLC More: the full row for Stokes Family Office, LLC 27,588 $1.13M 0.13% -1,409 13F-HR Timeline BRIDGES INVESTMENT MANAGEMENT INC More: the full row for BRIDGES INVESTMENT MANAGEMENT INC 27,536 $1.13M 0.01% -42 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 27,359 $1.12M 0.01% +18,032 13F-HR Timeline Heartwood Wealth Advisors LLC More: the full row for Heartwood Wealth Advisors LLC 27,322 $1.12M 0.09% +4,966 13F-HR Timeline PARSONS CAPITAL MANAGEMENT INC/RI More: the full row for PARSONS CAPITAL MANAGEMENT INC/RI 27,050 $1.11M 0.05% +5,317 13F-HR Timeline Meeder Advisory Services, Inc. group of 2 filers holding More: the full row for Meeder Advisory Services, Inc. 26,979 $1.11M +3,005 Timeline Jain Global LLC More: the full row for Jain Global LLC 26,973 $1.11M 0.01% -124,735 13F-HR Timeline DELTA FINANCIAL ADVISORS LLC More: the full row for DELTA FINANCIAL ADVISORS LLC 26,906 $1.1M 0.26% -46 13F-HR Timeline Human Investing LLC More: the full row for Human Investing LLC 26,876 $1.1M 0.14% +4,483 13F-HR/A Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 26,868 $1.1M 0.04% +11,254 13F-HR Timeline TriaGen Wealth Management LLC More: the full row for TriaGen Wealth Management LLC 26,858 $1.1M 0.28% +600 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 25,449 $1.1M 0.02% -4,087 13F-HR Timeline Eaton Financial Holdings Company, LLC More: the full row for Eaton Financial Holdings Company, LLC 26,756 $1.1M 0.3% +8,289 13F-HR Timeline Missouri Trust & Investment Co More: the full row for Missouri Trust & Investment Co 26,332 $1.1M 0.3% -1,437 13F-HR Timeline Marathon Trading Investment Management ⦠in group Marathon Trading Investment M⦠More: the full row for Marathon Trading Investment Management LLC 26,700 $1.1M 0.12% +19,500 13F-HR Timeline Group Confluence Wealth Services, Inc. More: the full row for Confluence Wealth Services, Inc. 26,685 $1.1M 0.03% +3,713 13F-HR Timeline Hills Bank & Trust Co in group Hills Bank & Trust Co More: the full row for Hills Bank & Trust Co 26,652 $1.09M 0.05% -8,751 13F-HR Timeline Group FOX RUN MANAGEMENT, L.L.C. More: the full row for FOX RUN MANAGEMENT, L.L.C. 26,568 $1.09M 0.18% +7,343 13F-HR Timeline LifePlan Financial, LLC More: the full row for LifePlan Financial, LLC 26,240 $1.08M 0.75% +8,202 13F-HR Timeline Somerset Trust Co More: the full row for Somerset Trust Co 26,169 $1.07M 0.3% -517 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 25,844 $1.07M 0.05% -5,106 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 26,076 $1.07M 0.02% -53,276 13F-HR Timeline Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 26,056 $1.07M 0.02% +1,164 13F-HR Timeline Fragasso Financial Advisors Inc More: the full row for Fragasso Financial Advisors Inc 25,985 $1.07M 0.06% +3,111 13F-HR Timeline IMA Advisory Services, Inc. More: the full row for IMA Advisory Services, Inc. 25,734 $1.07M 0.07% -9,722 13F-HR Timeline ANB BANK More: the full row for ANB BANK 25,824 $1.06M 0.4% -245 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 25,822 $1.06M 0.04% +16,160 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 25,663 $1.06M 0.04% +8,370 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 25,775 $1.06M 0.01% +7,363 13F-HR Timeline Laird Norton Wetherby Trust Company, LLC in group Laird Norton Wetherby Trust C⦠More: the full row for Laird Norton Wetherby Trust Company, LLC 25,290 $1.05M 0.02% -1,402 13F-HR Timeline Group PATTEN & PATTEN INC/TN More: the full row for PATTEN & PATTEN INC/TN 25,532 $1.05M 0.06% -13,587 13F-HR Timeline Arvest Bank Trust Division More: the full row for Arvest Bank Trust Division 25,493 $1.05M 0.05% new 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 25,464 $1.05M 0.02% 13F-HR Timeline REYL & Cie S.A. More: the full row for REYL & Cie S.A. 19,735 $1.05M 1.21% 13F-HR Timeline Violich Capital Management, Inc. More: the full row for Violich Capital Management, Inc. 25,410 $1.04M 0.11% -38,800 13F-HR Timeline Vickerman Investment Advisors, Inc. More: the full row for Vickerman Investment Advisors, Inc. 25,199 $1.03M 0.2% -210 13F-HR Timeline Plato Investment Management Ltd More: the full row for Plato Investment Management Ltd 25,250 $1.03M 0.06% -12,822 13F-HR Timeline Jupiter Wealth Management LLC More: the full row for Jupiter Wealth Management LLC 25,003 $1.03M 0.41% 0 13F-HR Timeline Associated Banc-Corp in group Associated Banc-Corp More: the full row for Associated Banc-Corp 24,966 $1.02M 0.02% -21,143 13F-HR Timeline Group Portfolio Design Labs, LLC More: the full row for Portfolio Design Labs, LLC 24,783 $1.02M 0.17% +6,729 13F-HR Timeline Fiduciary Group, LLC More: the full row for Fiduciary Group, LLC 24,748 $1.02M 0.08% -3,975 13F-HR Timeline Banque Transatlantique SA in group Banque Transatlantique SA More: the full row for Banque Transatlantique SA 24,711 $1.02M 0.02% +24,691 13F-HR Timeline Group Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 24,733 $1.02M 0.01% -161 13F-HR Timeline Vision Capital Management, Inc. More: the full row for Vision Capital Management, Inc. 24,629 $1.01M 0.12% -2,454 13F-HR Timeline Jones Kertz & Associates, Inc. More: the full row for Jones Kertz & Associates, Inc. 24,624 $1.01M 0.47% -3,200 13F-HR Timeline Callan Family Office, LLC in group Callan Family Office, LLC More: the full row for Callan Family Office, LLC 24,512 $1.01M 0.02% -4,447 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) 24,462 $1M 0.02% -1,512 13F-HR Timeline Group Vestcor Inc More: the full row for Vestcor Inc 24,288 $997K 0.02% 0 13F-HR Timeline Harvest Investment Advisors, LLC More: the full row for Harvest Investment Advisors, LLC 24,040 $987K 0.49% new 13F-HR Timeline Tema ETFs LLC More: the full row for Tema ETFs LLC 23,851 $979K 0.03% +2,320 13F-HR Timeline HARBOR CAPITAL ADVISORS, INC. More: the full row for HARBOR CAPITAL ADVISORS, INC. 23,823 $978K 0.07% +50 13F-HR Timeline GUIDANCE CAPITAL, INC More: the full row for GUIDANCE CAPITAL, INC 21,838 $973K 0.21% +1,476 13F-HR Timeline Argent Trust Co More: the full row for Argent Trust Co 23,682 $972K 0.03% -2,620 13F-HR Timeline Erste Asset Management GmbH in group Erste Asset Management GmbH More: the full row for Erste Asset Management GmbH 19,831 $971K 0.01% -29,725 13F-HR Timeline Group Sarasin & Partners LLP in group Sarasin & Partners LLP More: the full row for Sarasin & Partners LLP 23,321 $957K 0.01% 0 13F-HR Timeline Group Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 23,301 $957K 0.01% -6,985 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 23,300 $956K 0.01% -101,027 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 23,129 $949K 0.08% +5,461 13F-HR Timeline 1ST SOURCE BANK More: the full row for 1ST SOURCE BANK 23,096 $948K 0.04% +2,290 13F-HR Timeline L. Roy Papp & Associates, LLP More: the full row for L. Roy Papp & Associates, LLP 23,074 $947K 0.1% -1,654 13F-HR Timeline Custos Family Office, LLC More: the full row for Custos Family Office, LLC 22,929 $941K 0.57% +13,970 13F-HR Timeline PRAXIS INVESTMENT MANAGEMENT INC More: the full row for PRAXIS INVESTMENT MANAGEMENT INC 22,773 $935K 0.05% +10,990 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 22,691 $931K 0.07% -2,084 13F-HR Timeline Herold Advisors, Inc. More: the full row for Herold Advisors, Inc. 22,767 $931K 0.18% +768 13F-HR Timeline PEAPACK GLADSTONE FINANCIAL CORP More: the full row for PEAPACK GLADSTONE FINANCIAL CORP 22,679 $931K 0.01% -5,167 13F-HR Timeline Disciplined Investors, L.L.C. More: the full row for Disciplined Investors, L.L.C. 22,400 $920K 0.46% +2,238 13F-HR Timeline Sepio Capital, LP More: the full row for Sepio Capital, LP 22,228 $912K 0.05% +2,758 13F-HR Timeline United Asset Strategies, Inc. More: the full row for United Asset Strategies, Inc. 22,065 $906K 0.06% -650 13F-HR Timeline BENEDICT FINANCIAL ADVISORS INC More: the full row for BENEDICT FINANCIAL ADVISORS INC 22,046 $905K 0.18% +432 13F-HR Timeline Navalign, LLC More: the full row for Navalign, LLC 21,955 $901K 0.21% +9,417 13F-HR Timeline CAPITAL FINANCIAL GROUP INC\CO\ /ADV More: the full row for CAPITAL FINANCIAL GROUP INC\CO\ /ADV 21,891 $899K 0.47% +8,728 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 21,808 $895K 0.02% -223 13F-HR Timeline ARBOR CAPITAL MANAGEMENT INC /ADV More: the full row for ARBOR CAPITAL MANAGEMENT INC /ADV 21,116 $895K 0.88% -2,859 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,⦠More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 21,779 $894K 0.03% -1,541 13F-HR Timeline Group AlphaGrep UK Ltd More: the full row for AlphaGrep UK Ltd 21,771 $894K 0.27% new 13F-HR Timeline LexAurum Advisors, LLC More: the full row for LexAurum Advisors, LLC 21,657 $889K 0.1% +4,908 13F-HR Timeline KING LUTHER CAPITAL MANAGEMENT CORP More: the full row for KING LUTHER CAPITAL MANAGEMENT CORP 21,629 $888K <0.01% -25,988 13F-HR Timeline Evercore Wealth Management, LLC More: the full row for Evercore Wealth Management, LLC 21,521 $883K 0.01% -16,250 13F-HR Timeline Berkeley Capital Partners, LLC More: the full row for Berkeley Capital Partners, LLC 21,520 $883K 0.18% +2,322 13F-HR Timeline INCEPTIONR LLC More: the full row for INCEPTIONR LLC 21,489 $882K 0.22% -9,504 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 21,454 $881K 0.02% -11,159 13F-HR Timeline Group PINEBRIDGE INVESTMENTS LLC More: the full row for PINEBRIDGE INVESTMENTS LLC 21,308 $875K 0.01% +4,089 13F-HR Timeline PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 21,303 $874K 0.01% -12,826 13F-HR Timeline BENNETT SELBY INVESTMENTS LP More: the full row for BENNETT SELBY INVESTMENTS LP 21,282 $874K 0.28% -20,355 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 21,279 $874K 0.01% -167,276 13F-HR Timeline Group WealthPlan Investment Management, LLC More: the full row for WealthPlan Investment Management, LLC 21,277 $873K 0.04% -2,863 13F-HR Timeline United Bank More: the full row for United Bank 21,238 $872K 0.27% +2,470 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 21,221 $871K 0.05% +5,239 13F-HR Timeline Lindsell Train Ltd More: the full row for Lindsell Train Ltd 21,000 $862K 0.03% +200 13F-HR Timeline SHARIAPORTFOLIO, INC. More: the full row for SHARIAPORTFOLIO, INC. 20,927 $859K 0.3% +5,316 13F-HR Timeline Future Fund LLC More: the full row for Future Fund LLC 20,924 $859K 0.25% +5,266 13F-HR Timeline Clear Harbor Asset Management, LLC More: the full row for Clear Harbor Asset Management, LLC 20,911 $858K 0.05% +16,645 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 20,909 $858K 0.01% +589 13F-HR Timeline Pine Haven Investment Counsel, Inc More: the full row for Pine Haven Investment Counsel, Inc 20,892 $858K 0.58% -189 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 20,889 $858K 0.19% +18,568 13F-HR Timeline Rossmore Private Capital More: the full row for Rossmore Private Capital 20,608 $856K 0.07% -25,926 13F-HR Timeline WCG Wealth Advisors LLC More: the full row for WCG Wealth Advisors LLC 20,780 $853K 0.02% new 13F-HR Timeline Canvas Wealth Advisors, LLC More: the full row for Canvas Wealth Advisors, LLC 20,535 $851K 0.12% -8,039 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 20,591 $845K 0.06% -5,175 13F-HR Timeline Group EQUITABLE TRUST CO More: the full row for EQUITABLE TRUST CO 20,470 $840K 0.04% -104 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 20,067 $834K 0.01% -1,050 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 20,183 $828K 0.02% +4,201 13F-HR Timeline CGC Financial Services, LLC More: the full row for CGC Financial Services, LLC 20,137 $827K 0.19% +334 13F-HR Timeline D.B. Root & Company, LLC More: the full row for D.B. Root & Company, LLC 20,079 $824K 0.18% +2,896 13F-HR Timeline Bramshill Investments, LLC More: the full row for Bramshill Investments, LLC 20,000 $821K 0.06% new 13F-HR Timeline Tejara Capital Ltd More: the full row for Tejara Capital Ltd 20,000 $821K 0.34% new 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 19,924 $818K 0.01% +635 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 19,875 $816K 0.07% -1,303 13F-HR Timeline Cohen Klingenstein LLC More: the full row for Cohen Klingenstein LLC 19,800 $813K 0.02% 0 13F-HR Timeline TCW GROUP INC in group TCW GROUP INC More: the full row for TCW GROUP INC 19,575 $804K 0.01% +932 13F-HR Timeline Group