Howard Capital Management Group, LLC More: the full row for Howard Capital Management Group, LLC 10,425 $1.66M 0.12% 0 13F-HR Timeline Garner Asset Management Corp More: the full row for Garner Asset Management Corp 10,389 $1.65M 0.76% -1,969 13F-HR Timeline GREENWOOD CAPITAL ASSOCIATES LLC More: the full row for GREENWOOD CAPITAL ASSOCIATES LLC 10,373 $1.65M 0.21% -509 13F-HR Timeline FIRST AMERICAN TRUST, FSB More: the full row for FIRST AMERICAN TRUST, FSB 10,340 $1.65M 0.13% -96 13F-HR Timeline Gemmer Asset Management LLC More: the full row for Gemmer Asset Management LLC 10,333 $1.65M 0.15% +128 13F-HR Timeline United Capital Management of KS, Inc. More: the full row for United Capital Management of KS, Inc. 10,323 $1.64M 0.26% +437 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 10,251 $1.63M 0.11% -678 13F-HR Timeline Group Alhambra Investment Management LLC More: the full row for Alhambra Investment Management LLC 10,248 $1.63M 0.81% -874 13F-HR Timeline denkapparat Operations GmbH More: the full row for denkapparat Operations GmbH 10,234 $1.63M 1.3% +1,300 13F-HR Timeline SlateStone Wealth, LLC More: the full row for SlateStone Wealth, LLC 10,227 $1.63M 0.15% +6,988 13F-HR Timeline MCDONALD PARTNERS LLC More: the full row for MCDONALD PARTNERS LLC 10,181 $1.62M 0.39% +265 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 10,176 $1.62M 0.06% -6,425 13F-HR Timeline Group LIBRA WEALTH LLC More: the full row for LIBRA WEALTH LLC 10,170 $1.62M 0.53% 0 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 10,115 $1.61M 0.15% 0 13F-HR Timeline KRS Capital Management, LLC More: the full row for KRS Capital Management, LLC 10,102 $1.61M 1.08% +18 13F-HR Timeline Proficio Capital Partners LLC More: the full row for Proficio Capital Partners LLC 10,101 $1.61M 0.1% +5,617 13F-HR Timeline CJM Wealth Advisers, Ltd. More: the full row for CJM Wealth Advisers, Ltd. 10,089 $1.61M 0.53% +57 13F-HR Timeline ANTIPODES PARTNERS Ltd More: the full row for ANTIPODES PARTNERS Ltd 10,086 $1.61M 0.05% -195,075 13F-HR Timeline Westmount Partners, LLC More: the full row for Westmount Partners, LLC 10,066 $1.6M 0.44% -21 13F-HR Timeline CANANDAIGUA NATIONAL BANK & TRUST CO in group CANANDAIGUA NATIONAL BANK & T… More: the full row for CANANDAIGUA NATIONAL BANK & TRUST CO 10,054 $1.6M 0.15% -295 13F-HR Timeline Group Certified Advisory Corp More: the full row for Certified Advisory Corp 10,023 $1.6M 0.17% +20 13F-HR Timeline First Business Financial Services, Inc. More: the full row for First Business Financial Services, Inc. 10,004 $1.59M 0.14% -985 13F-HR Timeline Supplemental Annuity Collective Trust o… More: the full row for Supplemental Annuity Collective Trust of NJ 10,000 $1.59M 0.45% 0 13F-HR Timeline Mork Capital Management, LLC More: the full row for Mork Capital Management, LLC 10,000 $1.59M 1.16% 0 13F-HR Timeline Capital Advisors Wealth Management, LLC More: the full row for Capital Advisors Wealth Management, LLC 9,975 $1.59M 0.25% -1,352 13F-HR Timeline TFG Advisers LLC More: the full row for TFG Advisers LLC 9,973 $1.59M 0.54% -34 13F-HR Timeline EPG Wealth Management LLC More: the full row for EPG Wealth Management LLC 9,965 $1.59M 0.48% +141 13F-HR Timeline CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 9,958 $1.59M 0.17% -1,163 13F-HR Timeline Legacy Bridge, LLC More: the full row for Legacy Bridge, LLC 9,940 $1.58M 0.75% -222 13F-HR Timeline United Asset Strategies, Inc. More: the full row for United Asset Strategies, Inc. 9,887 $1.57M 0.13% -249 13F-HR Timeline Berkeley Capital Partners, LLC More: the full row for Berkeley Capital Partners, LLC 9,886 $1.57M 0.4% -902 13F-HR Timeline Unified Investment Management More: the full row for Unified Investment Management 9,879 $1.57M 1.69% +272 13F-HR Timeline Cornell Pochily Investment Advisors, In… More: the full row for Cornell Pochily Investment Advisors, Inc. 9,872 $1.57M 0.51% -1,373 13F-HR Timeline Azimuth Capital Investment Management L… More: the full row for Azimuth Capital Investment Management LLC 9,870 $1.57M 0.06% -815 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 9,850 $1.57M 0.09% -132 13F-HR Timeline INTRUST BANK NA More: the full row for INTRUST BANK NA 9,800 $1.56M 0.14% -504 13F-HR Timeline Genus Capital Management Inc. More: the full row for Genus Capital Management Inc. 9,798 $1.56M 0.2% -6,930 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 9,792 $1.56M 0.41% 13F-HR Timeline PARK NATIONAL CORP /OH/ More: the full row for PARK NATIONAL CORP /OH/ 9,761 $1.55M 0.05% -326 13F-HR Timeline Mirabaud & Cie SA More: the full row for Mirabaud & Cie SA 9,753 $1.55M 0.49% -8 13F-HR Timeline Confluence Wealth Services, Inc. More: the full row for Confluence Wealth Services, Inc. 9,736 $1.55M 0.08% -1,764 13F-HR Timeline PARSONS CAPITAL MANAGEMENT INC/RI More: the full row for PARSONS CAPITAL MANAGEMENT INC/RI 9,723 $1.55M 0.1% 0 13F-HR Timeline Aspetuck Financial Management LLC More: the full row for Aspetuck Financial Management LLC 9,704 $1.55M 1.16% -1 13F-HR Timeline INTEGRAL INVESTMENT ADVISORS, INC. More: the full row for INTEGRAL INVESTMENT ADVISORS, INC. 9,699 $1.54M 0.44% +522 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 6,856 $1.54M 0.07% +2,922 13F-HR Timeline ADIRONDACK TRUST CO More: the full row for ADIRONDACK TRUST CO 9,604 $1.53M 0.56% -488 13F-HR Timeline Darwin Wealth Management, LLC More: the full row for Darwin Wealth Management, LLC 9,581 $1.53M 0.53% -1,868 13F-HR Timeline Wynn Capital, LLC More: the full row for Wynn Capital, LLC 9,552 $1.52M 0.81% -25 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 9,544 $1.52M 0.07% +136 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 9,532 $1.52M 0.28% -235 13F-HR Timeline Prudent Man Advisors, LLC More: the full row for Prudent Man Advisors, LLC 9,529 $1.52M 0.48% +1,554 13F-HR Timeline MOKAN Wealth Management Inc. More: the full row for MOKAN Wealth Management Inc. 9,494 $1.51M 0.84% +1,233 13F-HR Timeline BayBridge Capital Group, LLC More: the full row for BayBridge Capital Group, LLC 9,489 $1.51M 0.97% +219 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 9,486 $1.51M 0.12% -2,426 13F-HR Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 9,481 $1.51M <0.01% +706 13F-HR Timeline Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 9,473 $1.51M 0.03% -567 13F-HR Timeline Taylor Frigon Capital Management LLC More: the full row for Taylor Frigon Capital Management LLC 9,446 $1.5M 0.8% -68 13F-HR Timeline Williams Jones Wealth Management, LLC. More: the full row for Williams Jones Wealth Management, LLC. 9,442 $1.5M 0.02% +217 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 9,432 $1.5M 0.02% -695 13F-HR Timeline 17 CAPITAL PARTNERS, LLC More: the full row for 17 CAPITAL PARTNERS, LLC 9,396 $1.5M 0.86% -1,030 13F-HR Timeline COBBLESTONE CAPITAL ADVISORS LLC /NY/ More: the full row for COBBLESTONE CAPITAL ADVISORS LLC /NY/ 9,381 $1.49M 0.08% -424 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 9,415 $1.49M 0.13% -1,992 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 9,357 $1.49M 0.06% +1,005 13F-HR Timeline Fiduciary Group, LLC More: the full row for Fiduciary Group, LLC 9,301 $1.48M 0.14% -376 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 9,294 $1.48M 0.1% +2,432 13F-HR Timeline DUDLEY CAPITAL MANAGEMENT, LLC More: the full row for DUDLEY CAPITAL MANAGEMENT, LLC 9,290 $1.48M 0.74% -197 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 9,273 $1.48M 0.07% -738 13F-HR Timeline Group KEYNOTE FINANCIAL SERVICES LLC More: the full row for KEYNOTE FINANCIAL SERVICES LLC 9,266 $1.48M 0.99% -286 13F-HR Timeline PEOPLES FINANCIAL SERVICES CORP. More: the full row for PEOPLES FINANCIAL SERVICES CORP. 9,237 $1.47M 0.73% -2,731 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 9,236 $1.47M 0.14% +1,082 13F-HR Timeline Group Virtus Family Office LLC More: the full row for Virtus Family Office LLC 9,227 $1.47M 1.88% -3,947 13F-HR Timeline VIAWEALTH, LLC More: the full row for VIAWEALTH, LLC 9,225 $1.47M 0.87% -77 13F-HR Timeline Wolff Financial Management LLC More: the full row for Wolff Financial Management LLC 9,209 $1.47M 0.38% +2 13F-HR Timeline NORTHEAST INVESTMENT MANAGEMENT More: the full row for NORTHEAST INVESTMENT MANAGEMENT 9,203 $1.47M 0.06% 0 13F-HR Timeline IMS Capital Management More: the full row for IMS Capital Management 9,196 $1.46M 0.68% -12,030 13F-HR Timeline Archford Capital Strategies, LLC More: the full row for Archford Capital Strategies, LLC 9,186 $1.46M 0.19% -526 13F-HR Timeline LAKE STREET PRIVATE WEALTH, LLC More: the full row for LAKE STREET PRIVATE WEALTH, LLC 9,176 $1.46M 0.21% +1,491 13F-HR Timeline Gibbs Wealth Management More: the full row for Gibbs Wealth Management 9,164 $1.46M 0.28% +1,785 13F-HR Timeline Beta Wealth Group, Inc. More: the full row for Beta Wealth Group, Inc. 9,135 $1.45M 0.53% -54 13F-HR Timeline LOM Asset Management Ltd More: the full row for LOM Asset Management Ltd 9,123 $1.45M 0.49% 13F-HR/A Timeline WP Advisors, LLC More: the full row for WP Advisors, LLC 9,055 $1.44M 0.4% +382 13F-HR Timeline OPTIMUM INVESTMENT ADVISORS More: the full row for OPTIMUM INVESTMENT ADVISORS 9,041 $1.44M 0.63% -200 13F-HR Timeline Garde Capital, Inc. More: the full row for Garde Capital, Inc. 8,998 $1.43M 0.08% 0 13F-HR Timeline DRW Securities, LLC More: the full row for DRW Securities, LLC 8,979 $1.43M 0.1% +5,561 13F-HR Timeline FLC Capital Advisors More: the full row for FLC Capital Advisors 8,948 $1.43M 0.29% 0 13F-HR Timeline NCM Capital Management, LLC More: the full row for NCM Capital Management, LLC 8,922 $1.42M 0.58% +30 13F-HR Timeline CORRECT CAPITAL WEALTH MANAGEMENT More: the full row for CORRECT CAPITAL WEALTH MANAGEMENT 8,870 $1.41M 0.27% +368 13F-HR Timeline HMS Capital Management, LLC More: the full row for HMS Capital Management, LLC 8,854 $1.41M 0.64% -359 13F-HR Timeline Hixon Zuercher, LLC More: the full row for Hixon Zuercher, LLC 8,848 $1.41M 0.46% +395 13F-HR Timeline Maia Wealth LLC More: the full row for Maia Wealth LLC 8,841 $1.41M 0.27% -1,147 13F-HR Timeline CARRET ASSET MANAGEMENT, LLC More: the full row for CARRET ASSET MANAGEMENT, LLC 8,840 $1.41M 0.15% +284 13F-HR Timeline Ceeto Capital Group, LLC More: the full row for Ceeto Capital Group, LLC 8,800 $1.4M 0.49% +1,300 13F-HR Timeline Crescent Sterling, Ltd. More: the full row for Crescent Sterling, Ltd. 8,763 $1.4M 1.56% -601 13F-HR Timeline Private Capital Management, LLC More: the full row for Private Capital Management, LLC 8,755 $1.39M 0.14% +4,450 13F-HR Timeline CSU Producer Resources, Inc. More: the full row for CSU Producer Resources, Inc. 8,750 $1.39M 4.35% 0 13F-HR Timeline Plancorp, LLC More: the full row for Plancorp, LLC 8,744 $1.39M 0.05% -550 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 8,712 $1.39M 0.14% -1,897 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 8,697 $1.39M 0.04% -935 13F-HR Timeline CPC Advisors, LLC More: the full row for CPC Advisors, LLC 8,689 $1.38M 0.17% -1,302 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 8,682 $1.38M 0.06% +451 13F-HR Timeline Nautilus Advisors LLC More: the full row for Nautilus Advisors LLC 8,630 $1.37M 1.01% -454 13F-HR Timeline MARTIN & CO INC /TN/ More: the full row for MARTIN & CO INC /TN/ 8,627 $1.37M 0.25% -28 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 8,573 $1.37M 0.18% +536 13F-HR Timeline DSG Capital Advisors, LLC More: the full row for DSG Capital Advisors, LLC 8,568 $1.36M 0.24% -470 13F-HR Timeline Capital Asset Advisory Services LLC More: the full row for Capital Asset Advisory Services LLC 8,547 $1.36M 0.06% +1,024 13F-HR Timeline BEACON INVESTMENT ADVISORS LLC More: the full row for BEACON INVESTMENT ADVISORS LLC 8,572 $1.36M 0.59% 0 13F-HR Timeline William B. Walkup & Associates, Inc. More: the full row for William B. Walkup & Associates, Inc. 8,528 $1.36M 0.8% 0 13F-HR Timeline SILVIA MCCOLL WEALTH MANAGEMENT, LLC More: the full row for SILVIA MCCOLL WEALTH MANAGEMENT, LLC 8,472 $1.35M 0.98% +1,922 13F-HR Timeline Fieldview Capital Management, LLC More: the full row for Fieldview Capital Management, LLC 8,447 $1.35M 0.2% new 13F-HR Timeline FIL Ltd in group FIL Ltd More: the full row for FIL Ltd 8,444 $1.34M <0.01% -39,328 13F-HR Timeline Group Harbour Trust & Investment Management Co More: the full row for Harbour Trust & Investment Management Co 8,436 $1.34M 0.15% -504 13F-HR Timeline Hills Bank & Trust Co in group Hills Bank & Trust Co More: the full row for Hills Bank & Trust Co 8,431 $1.34M 0.08% -730 13F-HR Timeline Group Aviso Financial Inc. More: the full row for Aviso Financial Inc. 8,425 $1.34M 0.06% -157 13F-HR Timeline SCHNIEDERS CAPITAL MANAGEMENT LLC More: the full row for SCHNIEDERS CAPITAL MANAGEMENT LLC 8,401 $1.34M 0.23% -1,446 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 8,399 $1.34M 0.03% -2,711 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 8,397 $1.34M 0.06% -2,195 13F-HR Timeline Newman Dignan & Sheerar, Inc. More: the full row for Newman Dignan & Sheerar, Inc. 8,390 $1.34M 0.31% +26 13F-HR Timeline AFFINITY INVESTMENT ADVISORS, LLC More: the full row for AFFINITY INVESTMENT ADVISORS, LLC 8,385 $1.34M 1.01% -269 13F-HR Timeline Gleason Group, Inc. More: the full row for Gleason Group, Inc. 8,361 $1.33M 0.14% +48 13F-HR Timeline BNP PARIBAS in group BNP PARIBAS More: the full row for BNP PARIBAS 8,340 $1.33M 0.04% -3,796 13F-HR Timeline Group STANCE CAPITAL LLC More: the full row for STANCE CAPITAL LLC 8,314 $1.32M 0.5% new 13F-HR Timeline Inscription Capital, LLC More: the full row for Inscription Capital, LLC 8,256 $1.31M 0.19% +5,885 13F-HR Timeline Weaver Capital Management LLC More: the full row for Weaver Capital Management LLC 8,252 $1.31M 0.32% +701 13F-HR Timeline Annandale Capital, LLC More: the full row for Annandale Capital, LLC 8,241 $1.31M 0.24% -3,800 13F-HR Timeline Hardy Reed LLC More: the full row for Hardy Reed LLC 8,236 $1.31M 0.11% +283 13F-HR Timeline Providence Wealth Advisors, LLC More: the full row for Providence Wealth Advisors, LLC 8,978 $1.31M 0.9% +108 13F-HR Timeline Ilex Capital Partners (UK) LLP More: the full row for Ilex Capital Partners (UK) LLP 8,200 $1.31M 0.04% new 13F-HR Timeline Waterloo Capital, L.P. More: the full row for Waterloo Capital, L.P. 8,180 $1.3M 0.11% +1,012 13F-HR Timeline ABN AMRO Bank N.V. More: the full row for ABN AMRO Bank N.V. 8,121 $1.3M 0.02% +136 13F-HR Timeline Wellington Shields Capital Management, … group of 2 filers holding More: the full row for Wellington Shields Capital Management, LLC 8,150 $1.3M +600 Timeline Coastwise Capital Group, LLC More: the full row for Coastwise Capital Group, LLC 8,148 $1.3M 1.03% -163 13F-HR Timeline LONGFELLOW INVESTMENT MANAGEMENT CO LLC More: the full row for LONGFELLOW INVESTMENT MANAGEMENT CO LLC 8,130 $1.29M 0.32% 0 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 8,118 $1.29M 0.11% +966 13F-HR Timeline Oak Harvest Investment Services More: the full row for Oak Harvest Investment Services 8,103 $1.29M 0.16% +6,610 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 8,094 $1.29M 0.09% -23 13F-HR Timeline WESPAC Advisors, LLC More: the full row for WESPAC Advisors, LLC 8,089 $1.29M 0.9% +227 13F-HR Timeline SRN Advisors, LLC More: the full row for SRN Advisors, LLC 8,084 $1.29M 1.17% +2,802 13F-HR Timeline Machina Capital S.A.S. More: the full row for Machina Capital S.A.S. 8,056 $1.28M 0.27% +360 13F-HR Timeline Graypoint LLC More: the full row for Graypoint LLC 8,021 $1.28M 0.07% -148 13F-HR Timeline River Street Advisors LLC More: the full row for River Street Advisors LLC 7,999 $1.27M 0.55% -111 13F-HR Timeline Community Bank of Raymore More: the full row for Community Bank of Raymore 7,988 $1.27M 0.94% 0 13F-HR Timeline Americana Partners, LLC More: the full row for Americana Partners, LLC 7,976 $1.27M 0.04% +385 13F-HR Timeline Clarius Group, LLC More: the full row for Clarius Group, LLC 7,975 $1.27M 0.07% -976 13F-HR Timeline Abundance Wealth Counselors More: the full row for Abundance Wealth Counselors 7,861 $1.27M 0.24% +70 13F-HR Timeline CORNERCAP INVESTMENT COUNSEL INC More: the full row for CORNERCAP INVESTMENT COUNSEL INC 7,952 $1.27M 0.66% -204 13F-HR Timeline Knuff & Co LLC More: the full row for Knuff & Co LLC 7,944 $1.27M 0.4% -94 13F-HR Timeline Mirador Capital Partners LP More: the full row for Mirador Capital Partners LP 7,908 $1.26M 0.2% +218 13F-HR Timeline Moser Wealth Advisors, LLC More: the full row for Moser Wealth Advisors, LLC 7,900 $1.26M 0.6% -1,235 13F-HR Timeline Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 7,862 $1.25M 0.47% +96 13F-HR Timeline Auto-Owners Insurance Co in group Auto-Owners Insurance Co More: the full row for Auto-Owners Insurance Co 7,839 $1.25M 0.03% -296,080 13F-HR Timeline Group GFS Advisors, LLC More: the full row for GFS Advisors, LLC 7,830 $1.25M 0.17% +10 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 7,829 $1.25M 0.01% +394 13F-HR Timeline Gradient Capital Advisors, LLC More: the full row for Gradient Capital Advisors, LLC 7,828 $1.25M 0.37% -554 13F-HR Timeline River Wealth Advisors LLC More: the full row for River Wealth Advisors LLC 7,817 $1.24M 0.15% -1,459 13F-HR Timeline VERITY Wealth Advisors More: the full row for VERITY Wealth Advisors 7,795 $1.24M 0.83% 0 13F-HR Timeline BLB&B Advisors, LLC More: the full row for BLB&B Advisors, LLC 7,790 $1.24M 0.06% -25 13F-HR Timeline Texas Bank & Trust Co More: the full row for Texas Bank & Trust Co 7,778 $1.24M 0.49% +408 13F-HR Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 7,774 $1.24M 0.24% -100 13F-HR Timeline Group Unique Wealth Strategies, LLC More: the full row for Unique Wealth Strategies, LLC 7,763 $1.24M 0.52% -4,767 13F-HR Timeline Gerber Kawasaki Wealth & Investment Man… More: the full row for Gerber Kawasaki Wealth & Investment Management 7,755 $1.24M 0.05% -13,516 13F-HR Timeline DCF Advisers, LLC More: the full row for DCF Advisers, LLC 7,750 $1.23M 0.59% 0 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 7,712 $1.23M 0.02% -6,754 13F-HR Timeline CRA Financial Services, LLC More: the full row for CRA Financial Services, LLC 7,691 $1.22M 0.19% -249 13F-HR Timeline LCM Capital Management Inc More: the full row for LCM Capital Management Inc 7,668 $1.22M 0.63% +8 13F-HR Timeline Evernest Financial Advisors, LLC More: the full row for Evernest Financial Advisors, LLC 7,653 $1.22M 0.39% +857 13F-HR Timeline Drucker Wealth 3.0, LLC More: the full row for Drucker Wealth 3.0, LLC 7,644 $1.22M 0.24% +1,735 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 7,646 $1.22M 0.05% +2,299 13F-HR Timeline Group WRIGHT INVESTORS SERVICE INC More: the full row for WRIGHT INVESTORS SERVICE INC 7,638 $1.22M 0.37% -6,272 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 7,626 $1.21M 0.07% -950 13F-HR Timeline CSS LLC/IL More: the full row for CSS LLC/IL 7,617 $1.21M 0.08% +2,420 13F-HR Timeline AGF MANAGEMENT LTD in group AGF MANAGEMENT LTD More: the full row for AGF MANAGEMENT LTD 7,610 $1.21M 0.01% +40 13F-HR Timeline Group United Super Pty Ltd in its capacity as… More: the full row for United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund 7,600 $1.21M 0.05% +300 13F-HR Timeline Comprehensive Financial Consultants Ins… More: the full row for Comprehensive Financial Consultants Institutional, Inc. 7,584 $1.21M 0.4% +132 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 7,543 $1.2M 0.05% +397 13F-HR Timeline EXCALIBUR MANAGEMENT CORP More: the full row for EXCALIBUR MANAGEMENT CORP 7,538 $1.2M 0.45% +63 13F-HR Timeline ALPINE WOODS CAPITAL INVESTORS, LLC in group ALPINE WOODS CAPITAL INVESTOR… More: the full row for ALPINE WOODS CAPITAL INVESTORS, LLC 7,535 $1.2M 0.29% -800 13F-HR Timeline Group YANKCOM Partnership More: the full row for YANKCOM Partnership 7,508 $1.2M 0.59% +591 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 7,507 $1.2M 0.11% -88 13F-HR Timeline Motiv8 Investments LLC More: the full row for Motiv8 Investments LLC 7,473 $1.19M 0.73% +804 13F-HR Timeline Financial Advocates Investment Manageme… More: the full row for Financial Advocates Investment Management 7,463 $1.19M 0.1% -1,108 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 7,434 $1.18M 0.55% 0 13F-HR Timeline MKT Advisors LLC More: the full row for MKT Advisors LLC 7,391 $1.18M 0.47% -24 13F-HR Timeline Redhawk Wealth Advisors, Inc. More: the full row for Redhawk Wealth Advisors, Inc. 7,380 $1.18M 0.15% -541 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 7,376 $1.17M 0.03% -23 13F-HR Timeline Bluespring Wealth Management, LLC More: the full row for Bluespring Wealth Management, LLC 7,345 $1.17M 0.11% +149 13F-HR Timeline TRITONPOINT WEALTH, LLC in group TritonPoint Partners, LLC More: the full row for TRITONPOINT WEALTH, LLC 7,294 $1.16M 0.11% -583 13F-HR Timeline Group SVB WEALTH LLC More: the full row for SVB WEALTH LLC 7,276 $1.16M 0.06% new 13F-HR Timeline Nebula Research & Development LLC More: the full row for Nebula Research & Development LLC 7,256 $1.16M 0.1% -23,180 13F-HR Timeline Investment Partners Asset Management, I… More: the full row for Investment Partners Asset Management, Inc. 7,249 $1.15M 0.8% +49 13F-HR Timeline Nilsine Partners, LLC More: the full row for Nilsine Partners, LLC 7,243 $1.15M 0.12% -827 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 7,234 $1.15M 0.08% -14,013 13F-HR Timeline ANCHOR CAPITAL ADVISORS LLC More: the full row for ANCHOR CAPITAL ADVISORS LLC 7,216 $1.15M 0.03% -38,348 13F-HR Timeline Headlands Technologies LLC More: the full row for Headlands Technologies LLC 7,204 $1.15M 0.14% new 13F-HR Timeline Warm Springs Advisors Inc. 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