Perseverance Asset Management Internati… in group Perseverance Asset Management… More: the full row for Perseverance Asset Management International 80,000 $16M 1.64% -210,000 13F-HR Timeline Group Pine Ridge Advisers LLC More: the full row for Pine Ridge Advisers LLC 80,000 $16M 0.99% +40,000 13F-HR Timeline Maestria Partners LLC More: the full row for Maestria Partners LLC 80,000 $16M 5.57% 0 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 79,997 $16M 2.54% +1,940 13F-HR Timeline ARS Wealth Advisors Group, LLC More: the full row for ARS Wealth Advisors Group, LLC 79,839 $16M 1.25% +6,324 13F-HR Timeline Te Ahumairangi Investment Management Ltd More: the full row for Te Ahumairangi Investment Management Ltd 79,778 $16M 2.57% +10,205 13F-HR Timeline LITTLE HOUSE CAPITAL LLC More: the full row for LITTLE HOUSE CAPITAL LLC 79,770 $16M 3.59% +1,604 13F-HR Timeline Marshall Financial Group, LLC More: the full row for Marshall Financial Group, LLC 79,736 $16M 2.33% +646 13F-HR Timeline BigSur Wealth Management LLC More: the full row for BigSur Wealth Management LLC 79,531 $15.9M 3.83% +5,911 13F-HR Timeline LAFFER TENGLER INVESTMENTS, INC. More: the full row for LAFFER TENGLER INVESTMENTS, INC. 79,486 $15.9M 2.05% +26,963 13F-HR Timeline Boston Standard Wealth Management, LLC More: the full row for Boston Standard Wealth Management, LLC 81,134 $15.9M 2.31% -36 13F-HR Timeline PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV More: the full row for PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV 79,243 $15.9M 4.02% -704 13F-HR Timeline CABOT WEALTH MANAGEMENT INC More: the full row for CABOT WEALTH MANAGEMENT INC 79,167 $15.8M 1.61% +26,724 13F-HR Timeline BIP Wealth, LLC More: the full row for BIP Wealth, LLC 79,116 $15.8M 0.45% +19,135 13F-HR Timeline FIDUCIARY FAMILY OFFICE, LLC More: the full row for FIDUCIARY FAMILY OFFICE, LLC 79,056 $15.8M 3.96% +2,312 13F-HR Timeline Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 79,008 $15.8M 1.82% +1,588 13F-HR Timeline Midwest Professional Planners, LTD. More: the full row for Midwest Professional Planners, LTD. 78,985 $15.8M 3.1% -162 13F-HR Timeline Sagewood Asset Management LP More: the full row for Sagewood Asset Management LP 78,921 $15.8M 3.57% +11,260 13F-HR Timeline ORSER CAPITAL MANAGEMENT, LLC More: the full row for ORSER CAPITAL MANAGEMENT, LLC 78,873 $15.8M 7.83% -830 13F-HR Timeline Sage Capital Management, LLC More: the full row for Sage Capital Management, LLC 78,806 $15.8M 6.16% -389 13F-HR Timeline Trilogy Capital Inc. More: the full row for Trilogy Capital Inc. 78,813 $15.8M 0.61% +2,258 13F-HR Timeline Eagle Strategies LLC More: the full row for Eagle Strategies LLC 78,783 $15.8M 1.57% +1,322 13F-HR Timeline WADDELL & ASSOCIATES, LLC More: the full row for WADDELL & ASSOCIATES, LLC 78,458 $15.7M 0.78% +11,041 13F-HR Timeline JEPPSON WEALTH MANAGEMENT, LLC More: the full row for JEPPSON WEALTH MANAGEMENT, LLC 78,312 $15.7M 4.62% -1,545 13F-HR Timeline SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 78,311 $15.7M 1.02% -1,304 13F-HR Timeline Revolve Wealth Partners, LLC More: the full row for Revolve Wealth Partners, LLC 78,131 $15.6M 1.63% +6,522 13F-HR Timeline FIDUCIARY FINANCIAL GROUP, LLC More: the full row for FIDUCIARY FINANCIAL GROUP, LLC 77,999 $15.6M 1.77% +3,617 13F-HR Timeline Beverly Hills Private Wealth, LLC More: the full row for Beverly Hills Private Wealth, LLC 77,786 $15.6M 2.99% -8,574 13F-HR Timeline EVERPAR ADVISORS LLC More: the full row for EVERPAR ADVISORS LLC 77,449 $15.5M 4.41% +3,857 13F-HR Timeline Victrix Investment Advisors More: the full row for Victrix Investment Advisors 77,317 $15.5M 6.49% +2,042 13F-HR Timeline Financial Life Planners More: the full row for Financial Life Planners 77,281 $15.5M 9.94% +735 13F-HR Timeline JCIC Asset Management Inc. More: the full row for JCIC Asset Management Inc. 88,542 $15.4M 4.73% 0 13F-HR Timeline Abacus Wealth Partners, LLC More: the full row for Abacus Wealth Partners, LLC 77,166 $15.4M 1.62% -34,140 13F-HR Timeline Destiny Wealth Partners, LLC More: the full row for Destiny Wealth Partners, LLC 76,905 $15.4M 2.18% -29,445 13F-HR Timeline Storgate, LLC More: the full row for Storgate, LLC 77,119 $15.4M 3.2% new 13F-HR Timeline MYDA Advisors LLC More: the full row for MYDA Advisors LLC 77,000 $15.4M 3.75% new 13F-HR Timeline West Family Investments, Inc. More: the full row for West Family Investments, Inc. 76,955 $15.4M 4.46% +12,022 13F-HR Timeline Cherry Creek Investment Advisors, Inc. More: the full row for Cherry Creek Investment Advisors, Inc. 76,940 $15.4M 6.06% +23 13F-HR Timeline RD Finance Ltd More: the full row for RD Finance Ltd 76,930 $15.4M 15.2% +59,780 13F-HR Timeline Beacon Capital Management, LLC More: the full row for Beacon Capital Management, LLC 76,879 $15.4M 2.25% -1,016 13F-HR Timeline Trinity Legacy Partners, LLC More: the full row for Trinity Legacy Partners, LLC 74,045 $15.4M 3.07% -9,392 13F-HR Timeline Beacon Bank & Trust More: the full row for Beacon Bank & Trust 76,705 $15.3M 2.93% -3,530 13F-HR/A Timeline MainStreet Investment Advisors LLC More: the full row for MainStreet Investment Advisors LLC 76,679 $15.3M 2.09% +1,459 13F-HR Timeline AGP FRANKLIN, LLC More: the full row for AGP FRANKLIN, LLC 76,632 $15.3M 6.65% +1,610 13F-HR Timeline E Fund Management (Hong Kong) Co., Ltd. More: the full row for E Fund Management (Hong Kong) Co., Ltd. 76,581 $15.3M 5.08% +11,628 13F-HR Timeline Keystone Wealth Services, LLC More: the full row for Keystone Wealth Services, LLC 76,326 $15.3M 2.84% +1,613 13F-HR Timeline SMART Wealth LLC More: the full row for SMART Wealth LLC 76,294 $15.3M 3.29% +230 13F-HR Timeline Cornerstone Advisory, LLC More: the full row for Cornerstone Advisory, LLC 76,079 $15.2M 1.26% +1,180 13F-HR Timeline Bath Savings Trust Co More: the full row for Bath Savings Trust Co 76,053 $15.2M 1.58% +6,836 13F-HR Timeline NorthStar Asset Management LLC /NJ/ More: the full row for NorthStar Asset Management LLC /NJ/ 75,839 $15.2M 6.17% -273 13F-HR Timeline NCP Inc. More: the full row for NCP Inc. 75,826 $15.2M 21.11% +200 13F-HR Timeline SHAKER INVESTMENTS LLC/OH More: the full row for SHAKER INVESTMENTS LLC/OH 75,720 $15.2M 5.45% +11,040 13F-HR Timeline Intrua Financial, LLC More: the full row for Intrua Financial, LLC 75,445 $15.1M 1.43% -1,330 13F-HR Timeline Sawyer & Company, Inc More: the full row for Sawyer & Company, Inc 75,435 $15.1M 5.07% -182 13F-HR Timeline UG Investment Advisers Ltd. More: the full row for UG Investment Advisers Ltd. 75,411 $15.1M 14.63% +20,928 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 75,276 $15.1M 0.97% -3,973 13F-HR Timeline PACES FERRY WEALTH ADVISORS, LLC More: the full row for PACES FERRY WEALTH ADVISORS, LLC 75,207 $15M 5.63% +183 13F-HR Timeline Prudent Man Advisors, LLC More: the full row for Prudent Man Advisors, LLC 75,192 $15M 3.44% +7,348 13F-HR Timeline CLEAR WAVE WEALTH MANAGEMENT LLC More: the full row for CLEAR WAVE WEALTH MANAGEMENT LLC 75,071 $15M 3.34% +662 13F-HR Timeline KKM Financial LLC More: the full row for KKM Financial LLC 74,809 $15M 2.06% -13,841 13F-HR Timeline NovaPoint Capital, LLC More: the full row for NovaPoint Capital, LLC 74,996 $15M 3.12% -1,013 13F-HR Timeline BlueCrest Capital Management Ltd More: the full row for BlueCrest Capital Management Ltd 74,986 $15M 0.64% new 13F-HR Timeline Greenfield Seitz Capital Management, LLC More: the full row for Greenfield Seitz Capital Management, LLC 74,886 $15M 4.46% -675 13F-HR Timeline Alta Wealth Advisors LLC More: the full row for Alta Wealth Advisors LLC 74,833 $15M 4.06% +471 13F-HR Timeline Trek Financial, LLC More: the full row for Trek Financial, LLC 74,733 $15M 0.74% +9,580 13F-HR Timeline Stanley-Laman Group, Ltd. More: the full row for Stanley-Laman Group, Ltd. 74,661 $14.9M 1.52% -2,801 13F-HR Timeline Legacy Advisors, LLC More: the full row for Legacy Advisors, LLC 74,563 $14.9M 1.39% +17,463 13F-HR Timeline Manuka Financial, LLC More: the full row for Manuka Financial, LLC 74,431 $14.9M 7.73% +5 13F-HR Timeline XML Financial, LLC More: the full row for XML Financial, LLC 74,279 $14.9M 1.08% +7,256 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 74,209 $14.8M 1.24% +729 13F-HR Timeline Old Peak Finance LLC More: the full row for Old Peak Finance LLC 74,113 $14.8M 7.18% -20,466 13F-HR Timeline Weaver Capital Management LLC More: the full row for Weaver Capital Management LLC 84,959 $14.8M 3.27% 0 13F-HR Timeline Maxi Investments CY Ltd More: the full row for Maxi Investments CY Ltd 73,990 $14.8M 3% -64,800 13F-HR Timeline EARNED WEALTH ADVISORS, LLC More: the full row for EARNED WEALTH ADVISORS, LLC 73,895 $14.8M 0.95% -51,728 13F-HR Timeline Perkins Coie Trust Co More: the full row for Perkins Coie Trust Co 73,889 $14.8M 2.45% +135 13F-HR Timeline DUDLEY CAPITAL MANAGEMENT, LLC More: the full row for DUDLEY CAPITAL MANAGEMENT, LLC 73,756 $14.8M 5.9% -434 13F-HR Timeline BRANDYWINE OAK PRIVATE WEALTH LLC More: the full row for BRANDYWINE OAK PRIVATE WEALTH LLC 73,740 $14.8M 1.12% -3,351 13F-HR Timeline Outlook Wealth Advisors, LLC More: the full row for Outlook Wealth Advisors, LLC 73,506 $14.7M 3.18% -373 13F-HR Timeline Geneva Partners, LLC More: the full row for Geneva Partners, LLC 73,463 $14.7M 3.92% -6,496 13F-HR Timeline SLT Holdings LLC More: the full row for SLT Holdings LLC 73,049 $14.6M 9.33% -17,050 13F-HR Timeline Faithward Advisors, LLC More: the full row for Faithward Advisors, LLC 73,044 $14.6M 1.78% -1,060 13F-HR Timeline Paladin Partners, LLC More: the full row for Paladin Partners, LLC 73,032 $14.6M 9.66% +5,721 13F-HR Timeline Symmetry Partners, LLC More: the full row for Symmetry Partners, LLC 72,985 $14.6M 0.74% +49,874 13F-HR Timeline Mirador Capital Partners LP More: the full row for Mirador Capital Partners LP 72,943 $14.6M 1.79% +11,578 13F-HR Timeline Hartford Financial Management Inc. More: the full row for Hartford Financial Management Inc. 72,901 $14.6M 3.25% +1,062 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 72,730 $14.6M 1.17% +1,625 13F-HR Timeline PIONEER TRUST BANK N A/OR More: the full row for PIONEER TRUST BANK N A/OR 72,723 $14.6M 3.3% +368 13F-HR Timeline WESPAC Advisors SoCal, LLC More: the full row for WESPAC Advisors SoCal, LLC 72,622 $14.5M 2.6% +10,250 13F-HR Timeline Retirement Planning Group, LLC More: the full row for Retirement Planning Group, LLC 72,509 $14.5M 0.37% +10,465 13F-HR Timeline IMA Advisory Services, Inc. More: the full row for IMA Advisory Services, Inc. 72,495 $14.5M 0.91% +5,432 13F-HR Timeline Fox Hill Wealth Management More: the full row for Fox Hill Wealth Management 72,418 $14.5M 5.81% +2,147 13F-HR Timeline WATERS PARKERSON & CO., LLC More: the full row for WATERS PARKERSON & CO., LLC 72,392 $14.5M 0.71% +651 13F-HR Timeline TRUE Private Wealth Advisors More: the full row for TRUE Private Wealth Advisors 72,376 $14.5M 1.25% -9,683 13F-HR Timeline Sustainable Insight Capital Management,… More: the full row for Sustainable Insight Capital Management, LLC 72,314 $14.5M 6.21% -36,742 13F-HR Timeline NewSquare Capital LLC More: the full row for NewSquare Capital LLC 72,308 $14.5M 1.08% +5,419 13F-HR Timeline S&CO INC More: the full row for S&CO INC 72,156 $14.4M 0.83% 0 13F-HR Timeline Highview Capital Management LLC/DE/ More: the full row for Highview Capital Management LLC/DE/ 72,132 $14.4M 4.15% +7,455 13F-HR Timeline MONOGRAPH WEALTH ADVISORS, LLC More: the full row for MONOGRAPH WEALTH ADVISORS, LLC 72,130 $14.4M 1.19% -39,001 13F-HR Timeline Smith Group Asset Management, LLC More: the full row for Smith Group Asset Management, LLC 72,078 $14.4M 0.59% +8,954 13F-HR Timeline Archon Partners LLC More: the full row for Archon Partners LLC 72,000 $14.4M 1.54% 0 13F-HR Timeline BAKER TILLY WEALTH MANAGEMENT, LLC More: the full row for BAKER TILLY WEALTH MANAGEMENT, LLC 71,898 $14.4M 3.09% +4,958 13F-HR Timeline Game Plan Financial Advisors, LLC More: the full row for Game Plan Financial Advisors, LLC 71,857 $14.4M 5.34% -3,053 13F-HR Timeline Wayfinding Financial, LLC More: the full row for Wayfinding Financial, LLC 71,844 $14.4M 5.44% +280 13F-HR Timeline Weaver Consulting Group More: the full row for Weaver Consulting Group 71,717 $14.3M 2.94% +44,389 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 71,707 $14.3M 3.25% +6,189 13F-HR Timeline Income Insurance Ltd More: the full row for Income Insurance Ltd 71,677 $14.3M 8.55% -2,500 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. First Bank & Trust More: the full row for First Bank & Trust 71,668 $14.3M 2.11% +1,355 13F-HR Timeline Commonwealth Financial Services, LLC More: the full row for Commonwealth Financial Services, LLC 71,605 $14.3M 1.93% +1,247 13F-HR Timeline Strengthening Families & Communities, L… More: the full row for Strengthening Families & Communities, LLC 71,576 $14.3M 3.19% -222 13F-HR Timeline CARRET ASSET MANAGEMENT, LLC More: the full row for CARRET ASSET MANAGEMENT, LLC 71,363 $14.3M 1.25% -6,085 13F-HR Timeline MILLER WEALTH ADVISORS, LLC More: the full row for MILLER WEALTH ADVISORS, LLC 71,172 $14.2M 6.02% -321 13F-HR/A Timeline RWQ Financial Management Services, Inc. More: the full row for RWQ Financial Management Services, Inc. 71,101 $14.2M 6.86% +5,086 13F-HR Timeline CAPITAL CITY TRUST CO/FL More: the full row for CAPITAL CITY TRUST CO/FL 71,047 $14.2M 2.95% -380 13F-HR Timeline CONSOLIDATED CAPITAL MANAGEMENT, LLC More: the full row for CONSOLIDATED CAPITAL MANAGEMENT, LLC 71,036 $14.2M 3.79% +571 13F-HR Timeline Paragon Advisors, LLC More: the full row for Paragon Advisors, LLC 71,020 $14.2M 2.98% -9,814 13F-HR Timeline Jupiter Wealth Management LLC More: the full row for Jupiter Wealth Management LLC 70,880 $14.2M 5.67% +575 13F-HR Timeline Aperture Investors, LLC More: the full row for Aperture Investors, LLC 70,860 $14.2M 1.51% +3,314 13F-HR Timeline TCFG Investment Advisors, LLC in group TCFG Investment Advisors, LLC More: the full row for TCFG Investment Advisors, LLC 70,747 $14.2M 4.77% -5,080 13F-HR Timeline Group Martin Capital Advisors, LLP More: the full row for Martin Capital Advisors, LLP 70,489 $14.1M 7.39% +544 13F-HR Timeline Columbia Bank More: the full row for Columbia Bank 70,373 $14.1M 3.16% +2,231 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 70,254 $14.1M 0.91% -3,032 13F-HR Timeline Consilium Wealth Advisory, LLC More: the full row for Consilium Wealth Advisory, LLC 70,213 $14M 4.17% -3,004 13F-HR Timeline Interchange Capital Partners, LLC More: the full row for Interchange Capital Partners, LLC 70,178 $14M 2.64% +31,987 13F-HR Timeline Abel Hall, LLC More: the full row for Abel Hall, LLC 70,101 $14M 2.42% +1,700 13F-HR Timeline Shellback Capital, LP More: the full row for Shellback Capital, LP 70,000 $14M 1.23% new 13F-HR Timeline Arlington Capital Management, Inc. More: the full row for Arlington Capital Management, Inc. 69,997 $14M 8.71% -79 13F-HR Timeline Hudson Canyon Capital Management More: the full row for Hudson Canyon Capital Management 69,856 $14M 7.48% -3,417 13F-HR Timeline EWA, LLC More: the full row for EWA, LLC 69,818 $14M 2.55% -5,061 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 69,745 $14M 1.21% -463 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 69,713 $13.9M 0.92% -2,549 13F-HR Timeline Gunderson Capital Management LLC More: the full row for Gunderson Capital Management LLC 69,679 $13.9M 3.76% +6,067 13F-HR Timeline Klingman & Associates, LLC More: the full row for Klingman & Associates, LLC 69,645 $13.9M 0.59% +2,750 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 69,615 $13.9M 6.25% +1,143 13F-HR Timeline Alaethes Wealth, LLC More: the full row for Alaethes Wealth, LLC 69,599 $13.9M 4.06% -424 13F-HR Timeline GUERRA PAN ADVISORS, LLC More: the full row for GUERRA PAN ADVISORS, LLC 69,575 $13.9M 7.77% +307 13F-HR Timeline Robocap Asset Management Ltd More: the full row for Robocap Asset Management Ltd 69,525 $13.9M 11.22% -521 13F-HR Timeline FLORIDA FINANCIAL ADVISORS, LLC More: the full row for FLORIDA FINANCIAL ADVISORS, LLC 69,389 $13.9M 2.35% +4,450 13F-HR Timeline SEEDS INVESTOR LLC More: the full row for SEEDS INVESTOR LLC 69,387 $13.9M 1.43% +2,766 13F-HR Timeline Catalyst Funds Management Pty Ltd More: the full row for Catalyst Funds Management Pty Ltd 69,300 $13.9M 0.78% +66,300 13F-HR Timeline Ipswich Investment Management Co., Inc. More: the full row for Ipswich Investment Management Co., Inc. 69,277 $13.9M 2.93% -2,068 13F-HR Timeline Ethos Financial Group, LLC More: the full row for Ethos Financial Group, LLC 72,445 $13.9M 0.93% +11,462 13F-HR Timeline LCM Capital Management Inc More: the full row for LCM Capital Management Inc 69,231 $13.9M 6.06% +382 13F-HR Timeline Strait & Sound Wealth Management LLC More: the full row for Strait & Sound Wealth Management LLC 69,184 $13.8M 4.87% -1,843 13F-HR Timeline Notis-McConarty Edward More: the full row for Notis-McConarty Edward 69,131 $13.8M 5.98% -932 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 69,037 $13.8M 0.18% +14,205 13F-HR Timeline Group Abbot Financial Management, Inc. More: the full row for Abbot Financial Management, Inc. 69,006 $13.8M 5.08% -798 13F-HR Timeline ARP Global Capital Ltd More: the full row for ARP Global Capital Ltd 69,000 $13.8M 6.07% new 13F-HR Timeline Dougherty & Associates, LLC More: the full row for Dougherty & Associates, LLC 68,937 $13.8M 11.04% -2,638 13F-HR Timeline SHEETS SMITH WEALTH MANAGEMENT More: the full row for SHEETS SMITH WEALTH MANAGEMENT 68,779 $13.8M 1.38% -916 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 68,648 $13.7M 0.91% -2,729 13F-HR Timeline Group OARSMAN CAPITAL, INC. More: the full row for OARSMAN CAPITAL, INC. 68,606 $13.7M 1.45% -2,027 13F-HR Timeline LEUTHOLD GROUP, LLC More: the full row for LEUTHOLD GROUP, LLC 68,568 $13.7M 1.38% +23,227 13F-HR Timeline Cornerstone Planning, LLC More: the full row for Cornerstone Planning, LLC 68,417 $13.7M 3.17% +197 13F-HR Timeline Sage Capital Advisors,llc More: the full row for Sage Capital Advisors,llc 68,243 $13.7M 2.84% +139 13F-HR Timeline Elefante Mark B More: the full row for Elefante Mark B 68,115 $13.6M 5.87% +12,213 13F-HR Timeline KENNEDY INVESTMENT GROUP, INC. More: the full row for KENNEDY INVESTMENT GROUP, INC. 67,962 $13.6M 4.61% +770 13F-HR Timeline Stonebrook Private Inc. More: the full row for Stonebrook Private Inc. 67,950 $13.6M 2.48% +3,031 13F-HR Timeline Totem Point Management, LLC More: the full row for Totem Point Management, LLC 67,858 $13.6M 8.31% -8,806 13F-HR Timeline Point Break Capital Management, LLC More: the full row for Point Break Capital Management, LLC 67,799 $13.6M 14.79% +8,505 13F-HR Timeline Ellevest, Inc. More: the full row for Ellevest, Inc. 67,782 $13.6M 1.6% +691 13F-HR Timeline OPAL CAPITAL LLC More: the full row for OPAL CAPITAL LLC 67,616 $13.5M 2.42% +11,814 13F-HR Timeline AVISO WEALTH MANAGEMENT More: the full row for AVISO WEALTH MANAGEMENT 67,596 $13.5M 4.61% -469 13F-HR Timeline RESOURCES MANAGEMENT CORP /CT/ /ADV More: the full row for RESOURCES MANAGEMENT CORP /CT/ /ADV 67,594 $13.5M 1.7% -4,646 13F-HR Timeline PW Nova Financial Services LLC More: the full row for PW Nova Financial Services LLC 67,462 $13.5M 2.9% +2,754 13F-HR Timeline RIDGECREST WEALTH PARTNERS, LLC More: the full row for RIDGECREST WEALTH PARTNERS, LLC 67,440 $13.5M 6.51% -3,158 13F-HR Timeline MBL Wealth, LLC More: the full row for MBL Wealth, LLC 67,175 $13.4M 0.92% -25,400 13F-HR Timeline FOLGER NOLAN FLEMING DOUGLAS CAPITAL MA… More: the full row for FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC 67,109 $13.4M 1.1% +1,012 13F-HR Timeline Ponta Wealth Partners, LLC More: the full row for Ponta Wealth Partners, LLC 66,979 $13.4M 7.17% +17,112 13F-HR Timeline D'Orazio & Associates, Inc. More: the full row for D'Orazio & Associates, Inc. 66,872 $13.4M 1.55% +1,224 13F-HR Timeline COFG Advisors, LLC More: the full row for COFG Advisors, LLC 66,827 $13.4M 2.31% +16,560 13F-HR Timeline Tenere Capital LLC More: the full row for Tenere Capital LLC 66,733 $13.4M 10.61% -10,578 13F-HR Timeline TOWER TRUST & INVESTMENT Co More: the full row for TOWER TRUST & INVESTMENT Co 66,673 $13.3M 8.09% -350 13F-HR Timeline Nicollet Investment Management, Inc. More: the full row for Nicollet Investment Management, Inc. 66,612 $13.3M 4.12% +37 13F-HR Timeline Fairtree Asset Management (Pty) Ltd More: the full row for Fairtree Asset Management (Pty) Ltd 66,597 $13.3M 5.11% 0 13F-HR Timeline B & T Capital Management DBA Alpha Capi… More: the full row for B & T Capital Management DBA Alpha Capital Management 66,537 $13.3M 1.75% -2,435 13F-HR Timeline KPP Advisory Services LLC More: the full row for KPP Advisory Services LLC 66,441 $13.3M 1.68% -1,645 13F-HR Timeline United Bank More: the full row for United Bank 66,223 $13.3M 4.03% +214 13F-HR Timeline 1ST SOURCE BANK More: the full row for 1ST SOURCE BANK 66,095 $13.2M 0.6% -237 13F-HR Timeline CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 66,054 $13.2M 7.5% -745 13F-HR Timeline Millennium Capital Advisors, LLC More: the full row for Millennium Capital Advisors, LLC 66,033 $13.2M 7.2% -1,991 13F-HR Timeline 180 GPS Investments IC Ltd More: the full row for 180 GPS Investments IC Ltd 65,875 $13.2M 9.75% new 13F-HR Timeline Gilbert & Cook, Inc. More: the full row for Gilbert & Cook, Inc. 65,675 $13.1M 1.51% +345 13F-HR Timeline Arsenal Capital Advisors LLC More: the full row for Arsenal Capital Advisors LLC 65,621 $13.1M 7.75% +2,843 13F-HR Timeline SCHAPER BENZ & WISE INVESTMENT COUNSEL … More: the full row for SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI 65,585 $13.1M 0.88% +8 13F-HR Timeline LRZ CAPITAL LLC More: the full row for LRZ CAPITAL LLC 65,581 $13.1M 6.65% new 13F-HR Timeline TOBAM More: the full row for TOBAM 65,531 $13.1M 3.18% -6,331 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Benchmark Financial Wealth Advisors, LLC More: the full row for Benchmark Financial Wealth Advisors, LLC 65,497 $13.1M 3.24% -679 13F-HR Timeline Blue Chip Partners, LLC More: the full row for Blue Chip Partners, LLC 65,484 $13.1M 0.83% +42,571 13F-HR Timeline Hayek Kallen Investment Management More: the full row for Hayek Kallen Investment Management 65,406 $13.1M 3.97% -252 13F-HR Timeline Clarendon Private LLC More: the full row for Clarendon Private LLC 65,398 $13.1M 8.41% -278 13F-HR Timeline Palumbo Wealth Management LLC More: the full row for Palumbo Wealth Management LLC 65,340 $13.1M 2.74% -278 13F-HR Timeline Mubadala Investment Co PJSC More: the full row for Mubadala Investment Co PJSC 65,326 $13.1M 0.04% new 13F-HR Timeline Carroll Advisory Group, LLC More: the full row for Carroll Advisory Group, LLC 65,293 $13.1M 4.29% +336 13F-HR Timeline Panoramic Capital, LLC More: the full row for Panoramic Capital, LLC 65,268 $13.1M 5.62% +40,282 13F-HR Timeline CapWealth Advisors, LLC More: the full row for CapWealth Advisors, LLC 65,266 $13.1M 0.9% +481 13F-HR Timeline MOSAIC FAMILY WEALTH PARTNERS, LLC More: the full row for MOSAIC FAMILY WEALTH PARTNERS, LLC 65,224 $13M 0.88% +32,104 13F-HR Timeline Karani Asset Management LLC More: the full row for Karani Asset Management LLC 65,153 $13M 9.46% +2,503 13F-HR Timeline Marks Group Wealth Management, Inc More: the full row for Marks Group Wealth Management, Inc 65,083 $13M 1.13% -8,982 13F-HR Timeline Twin Peaks Capital Ltd More: the full row for Twin Peaks Capital Ltd 65,080 $13M 8.99% +80 13F-HR Timeline Papamarkou Wellner Asset Management inc. More: the full row for Papamarkou Wellner Asset Management inc. 74,642 $13M 8.17% +100 13F-HR Timeline