COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 7,026 $1.5M 0.02% +256 13F-HR Timeline Diversified Enterprises, LLC More: the full row for Diversified Enterprises, LLC 7,003 $1.49M 0.07% -19 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 6,992 $1.49M 0.01% -5,737 13F-HR Timeline FOX RUN MANAGEMENT, L.L.C. More: the full row for FOX RUN MANAGEMENT, L.L.C. 6,970 $1.48M 0.25% +2,227 13F-HR Timeline V-Square Quantitative Management LLC More: the full row for V-Square Quantitative Management LLC 6,953 $1.48M 0.14% +4,201 13F-HR Timeline UNIVEST FINANCIAL Corp in group UNIVEST FINANCIAL Corp More: the full row for UNIVEST FINANCIAL Corp 6,942 $1.48M 0.07% +1,713 13F-HR Timeline Group Compass Ion Advisors, LLC More: the full row for Compass Ion Advisors, LLC 6,929 $1.47M 0.13% -199 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 6,608 $1.47M 0.04% +75 13F-HR Timeline Fortis Group Advisors, LLC More: the full row for Fortis Group Advisors, LLC 6,870 $1.46M 0.23% -107 13F-HR Timeline Gradient Investments LLC in group Gradient Investments LLC More: the full row for Gradient Investments LLC 6,848 $1.46M 0.02% -3,851 13F-HR Timeline Group MCF Advisors LLC More: the full row for MCF Advisors LLC 6,839 $1.46M 0.05% 0 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 6,836 $1.46M 0.02% +250 13F-HR Timeline DIVIDEND ASSETS CAPITAL, LLC More: the full row for DIVIDEND ASSETS CAPITAL, LLC 6,836 $1.46M 0.28% -114 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 6,819 $1.45M 0.02% -333 13F-HR Timeline Group Masterton Capital Management, LP More: the full row for Masterton Capital Management, LP 6,800 $1.45M 1.23% -2,432 13F-HR Timeline denkapparat Operations GmbH More: the full row for denkapparat Operations GmbH 6,782 $1.44M 0.47% 0 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 6,763 $1.44M 0.02% +3,496 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 6,743 $1.44M 0.03% +453 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 6,721 $1.43M 0.01% +1,153 13F-HR Timeline Parisi Gray Wealth Management More: the full row for Parisi Gray Wealth Management 6,712 $1.43M 0.29% -17 13F-HR Timeline Alphadyne Asset Management LP More: the full row for Alphadyne Asset Management LP 6,648 $1.42M 0.06% new 13F-HR Timeline NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 6,645 $1.41M 0.12% -488 13F-HR Timeline USA FINANCIAL FORMULAS More: the full row for USA FINANCIAL FORMULAS 6,643 $1.41M 0.26% 13F-HR Timeline Bryn Mawr Trust Advisors, LLC More: the full row for Bryn Mawr Trust Advisors, LLC 6,637 $1.41M 0.06% -478 13F-HR Timeline TWIN CAPITAL MANAGEMENT INC More: the full row for TWIN CAPITAL MANAGEMENT INC 6,567 $1.4M 0.15% new 13F-HR Timeline TriaGen Wealth Management LLC More: the full row for TriaGen Wealth Management LLC 6,551 $1.39M 0.35% new 13F-HR Timeline Prosperity Financial Group, Inc. in group Prosperity Financial Group, I… More: the full row for Prosperity Financial Group, Inc. 6,533 $1.39M 0.43% +5,489 13F-HR Timeline Group Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 6,511 $1.38M 0.01% +2,587 13F-HR Timeline Triangle Securities Wealth Management More: the full row for Triangle Securities Wealth Management 6,433 $1.37M 0.27% -108 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Providence First Trust Co More: the full row for Providence First Trust Co 6,423 $1.37M 0.38% +2,178 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 6,392 $1.36M <0.01% +40 13F-HR Timeline Group Frec Markets, Inc. in group Frec Markets, Inc. More: the full row for Frec Markets, Inc. 6,371 $1.36M 0.12% +1,754 13F-HR Timeline Group Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 6,359 $1.35M 0.06% +19 13F-HR Timeline Legacy Wealth Asset Management, LLC More: the full row for Legacy Wealth Asset Management, LLC 6,306 $1.34M 0.29% -324 13F-HR Timeline Rothschild Capital Partners, LLC More: the full row for Rothschild Capital Partners, LLC 6,250 $1.33M 0.29% +4 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 6,245 $1.33M 0.06% -33 13F-HR Timeline Group Lewis Asset Management, LLC More: the full row for Lewis Asset Management, LLC 6,170 $1.31M 0.46% +70 13F-HR Timeline JSF Financial, LLC More: the full row for JSF Financial, LLC 6,119 $1.3M 0.21% new 13F-HR Timeline Banque Cantonale Vaudoise in group Banque Cantonale Vaudoise More: the full row for Banque Cantonale Vaudoise 6,051 $1.29M 0.07% +2,941 13F-HR Timeline Group GREENLEAF TRUST More: the full row for GREENLEAF TRUST 6,026 $1.28M 0.01% +51 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 6,004 $1.28M 0.03% -572 13F-HR Timeline CAPITAL MANAGEMENT ASSOCIATES /NY/ More: the full row for CAPITAL MANAGEMENT ASSOCIATES /NY/ 6,000 $1.28M 1.64% 0 13F-HR Timeline COURIER CAPITAL LLC More: the full row for COURIER CAPITAL LLC 6,000 $1.28M 0.06% 0 13F-HR Timeline WINTON GROUP Ltd in group WINTON GROUP Ltd More: the full row for WINTON GROUP Ltd 6,000 $1.28M 0.04% -2,959 13F-HR Timeline Group Vectors Research Management, LLC More: the full row for Vectors Research Management, LLC 6,000 $1.28M 0.33% 0 13F-HR Timeline Qtron Investments LLC More: the full row for Qtron Investments LLC 5,965 $1.27M 0.17% +1,686 13F-HR Timeline Magnetar Financial LLC in group Magnetar Financial LLC More: the full row for Magnetar Financial LLC 5,955 $1.27M 0.01% -9,566 13F-HR Timeline Group NVWM, LLC More: the full row for NVWM, LLC 5,894 $1.25M 0.25% -599 13F-HR Timeline Phoenix Financial Ltd. in group Phoenix Financial Ltd. More: the full row for Phoenix Financial Ltd. 5,801 $1.23M 0.01% +2,272 13F-HR Timeline Group Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 5,722 $1.22M 0.01% +875 13F-HR Timeline American State Bank (Iowa) More: the full row for American State Bank (Iowa) 5,662 $1.21M 0.49% +74 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 5,644 $1.2M 0.01% -198 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 5,616 $1.2M 0.02% +247 13F-HR Timeline J. Safra Sarasin Holding AG in group J. Safra Sarasin Holding AG More: the full row for J. Safra Sarasin Holding AG 5,535 $1.18M 0.02% new 13F-HR Timeline Group SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 5,492 $1.17M 0.05% +776 13F-HR Timeline DEAN INVESTMENT ASSOCIATES, LLC in group DEAN INVESTMENT ASSOCIATES, L… More: the full row for DEAN INVESTMENT ASSOCIATES, LLC 5,464 $1.16M 0.15% -109 13F-HR/A Timeline Group Sompo Asset Management Co., Ltd. More: the full row for Sompo Asset Management Co., Ltd. 5,440 $1.16M 0.19% -1,850 13F-HR Timeline HOWE & RUSLING INC More: the full row for HOWE & RUSLING INC 5,436 $1.16M 0.07% -164 13F-HR Timeline CHESAPEAKE CAPITAL CORP /IL/ More: the full row for CHESAPEAKE CAPITAL CORP /IL/ 5,427 $1.16M 0.62% -349 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 5,413 $1.15M 0.03% -243 13F-HR Timeline PRUDENTIAL PLC in group PRUDENTIAL PLC More: the full row for PRUDENTIAL PLC 5,401 $1.15M 0.01% +178 13F-HR Timeline Group Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 5,385 $1.15M 0.07% -186 13F-HR Timeline TCW GROUP INC in group TCW GROUP INC More: the full row for TCW GROUP INC 5,364 $1.14M 0.01% +94 13F-HR Timeline Group Radnor Capital Management, LLC More: the full row for Radnor Capital Management, LLC 5,345 $1.14M 0.16% -425 13F-HR Timeline ICICI Prudential Asset Management Co Ltd More: the full row for ICICI Prudential Asset Management Co Ltd 5,327 $1.13M 0.12% -33 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 5,317 $1.13M 0.02% -31 13F-HR Timeline MOORE CAPITAL MANAGEMENT, LP More: the full row for MOORE CAPITAL MANAGEMENT, LP 5,307 $1.13M 0.03% +2,624 13F-HR Timeline Financiere des Professionnels - Fonds d… More: the full row for Financiere des Professionnels - Fonds d'investissement inc. 5,279 $1.12M 0.06% new 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 5,273 $1.12M 0.02% +1,666 13F-HR Timeline EDMOND DE ROTHSCHILD HOLDING S.A. in group EDMOND DE ROTHSCHILD HOLDING … More: the full row for EDMOND DE ROTHSCHILD HOLDING S.A. 5,267 $1.12M 0.01% +4,567 13F-HR Timeline Group WADDELL & ASSOCIATES, LLC More: the full row for WADDELL & ASSOCIATES, LLC 5,168 $1.1M 0.05% +985 13F-HR Timeline Congress Park Capital LLC More: the full row for Congress Park Capital LLC 5,095 $1.08M 0.29% -5 13F-HR Timeline RENAISSANCE GROUP LLC More: the full row for RENAISSANCE GROUP LLC 5,085 $1.08M 0.04% +1,056 13F-HR Timeline Silphium Asset Management Ltd in group Silphium Asset Management Ltd More: the full row for Silphium Asset Management Ltd 5,070 $1.08M 0.36% 0 13F-HR Timeline Group HENGEHOLD CAPITAL MANAGEMENT LLC More: the full row for HENGEHOLD CAPITAL MANAGEMENT LLC 5,028 $1.07M 0.08% -140 13F-HR Timeline First Commonwealth Financial Corp /PA/ in group First Commonwealth Financial … More: the full row for First Commonwealth Financial Corp /PA/ 5,024 $1.07M 0.15% +226 13F-HR Timeline Group ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 4,983 $1.06M <0.01% +132 13F-HR Timeline Group Friedenthal Financial More: the full row for Friedenthal Financial 4,942 $1.05M 0.49% new 13F-HR Timeline Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 4,919 $1.05M 0.02% +1,225 13F-HR Timeline MARCO INVESTMENT MANAGEMENT LLC More: the full row for MARCO INVESTMENT MANAGEMENT LLC 4,900 $1.04M 0.07% +100 13F-HR Timeline Dockside LLC More: the full row for Dockside LLC 4,869 $1.04M 0.24% new 13F-HR Timeline Bath Savings Trust Co More: the full row for Bath Savings Trust Co 4,845 $1.03M 0.11% 0 13F-HR Timeline Legacy Capital Group California, Inc. More: the full row for Legacy Capital Group California, Inc. 4,842 $1.03M 0.31% new 13F-HR Timeline Pitcairn Wealth Advisors LLC in group PITCAIRN CO More: the full row for Pitcairn Wealth Advisors LLC 4,812 $1.02M 0.11% new 13F-HR Timeline Group Compound Planning, Inc. More: the full row for Compound Planning, Inc. 4,790 $1.02M 0.03% +507 13F-HR Timeline OCCUDO QUANTITATIVE STRATEGIES LP More: the full row for OCCUDO QUANTITATIVE STRATEGIES LP 4,761 $1.01M 0.05% -12,957 13F-HR Timeline Linden Thomas Advisory Services, LLC More: the full row for Linden Thomas Advisory Services, LLC 4,737 $1.01M 0.08% -27 13F-HR Timeline KNIGHTSBRIDGE ASSET MANAGEMENT, LLC More: the full row for KNIGHTSBRIDGE ASSET MANAGEMENT, LLC 4,714 $1M 0.13% +280 13F-HR/A Timeline Bull Harbor Capital LLC More: the full row for Bull Harbor Capital LLC 4,667 $993K 0.19% +1,464 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 4,621 $984K 0.03% +179 13F-HR Timeline GROUPAMA ASSET MANAGMENT More: the full row for GROUPAMA ASSET MANAGMENT 4,691 $983K 0.01% 0 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 4,580 $975K <0.01% -1,209 13F-HR Timeline Empirical Financial Services, LLC d.b.a… More: the full row for Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 4,569 $973K 0.01% +1,276 13F-HR Timeline Catalyst Funds Management Pty Ltd More: the full row for Catalyst Funds Management Pty Ltd 4,500 $958K 0.05% +1,895 13F-HR Timeline CHILDRESS CAPITAL ADVISORS, LLC More: the full row for CHILDRESS CAPITAL ADVISORS, LLC 4,432 $943K 0.15% +79 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 4,430 $943K 0.01% -120 13F-HR Timeline Krilogy Financial LLC More: the full row for Krilogy Financial LLC 4,424 $942K 0.03% +1,648 13F-HR Timeline Caerus Investment Advisors, LLC More: the full row for Caerus Investment Advisors, LLC 4,424 $942K 0.32% +616 13F-HR Timeline 111 Capital More: the full row for 111 Capital 4,408 $938K 0.16% -104 13F-HR Timeline Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 4,394 $935K 0.06% -85 13F-HR Timeline WENDELL DAVID ASSOCIATES INC More: the full row for WENDELL DAVID ASSOCIATES INC 4,390 $934K 0.1% 0 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 4,324 $920K 0.01% -9 13F-HR Timeline SCHWARTZ INVESTMENT COUNSEL INC More: the full row for SCHWARTZ INVESTMENT COUNSEL INC 4,300 $915K 0.03% 0 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 4,289 $913K 0.02% -443 13F-HR Timeline Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 4,259 $907K 0.05% +25 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 4,229 $900K 0.07% +2,067 13F-HR Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 4,212 $897K 0.01% new 13F-HR Timeline Group LOUISBOURG INVESTMENTS INC. More: the full row for LOUISBOURG INVESTMENTS INC. 4,677 $893K 0.16% -1,415 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 4,177 $889K 0.02% -219 13F-HR Timeline Wilkinson Global Asset Management LLC More: the full row for Wilkinson Global Asset Management LLC 4,174 $888K 0.07% 0 13F-HR Timeline Performance Wealth Partners, LLC More: the full row for Performance Wealth Partners, LLC 4,163 $886K 0.02% +15 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 4,154 $884K 0.01% +443 13F-HR Timeline S.A. Mason LLC More: the full row for S.A. Mason LLC 4,125 $878K 0.27% +1,975 13F-HR Timeline ST GERMAIN D J CO INC in group ST GERMAIN D J CO INC More: the full row for ST GERMAIN D J CO INC 4,102 $873K 0.03% 0 13F-HR Timeline Group Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 4,068 $866K 0.06% -5,545 13F-HR Timeline Employees Retirement System of Texas More: the full row for Employees Retirement System of Texas 4,064 $865K 0.01% 0 13F-HR Timeline Klingman & Associates, LLC More: the full row for Klingman & Associates, LLC 4,016 $855K 0.04% +50 13F-HR Timeline L. Roy Papp & Associates, LLP More: the full row for L. Roy Papp & Associates, LLP 4,000 $851K 0.09% 0 13F-HR Timeline Portside Wealth Group, LLC More: the full row for Portside Wealth Group, LLC 3,998 $851K 0.1% +959 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 3,976 $846K 0.01% +1,766 13F-HR Timeline BankChampaign, National Association More: the full row for BankChampaign, National Association 3,943 $839K 0.64% +540 13F-HR Timeline WESTWOOD HOLDINGS GROUP INC in group WESTWOOD HOLDINGS GROUP INC More: the full row for WESTWOOD HOLDINGS GROUP INC 3,942 $839K 0.01% new 13F-HR Timeline Group OAK RIDGE INVESTMENTS LLC More: the full row for OAK RIDGE INVESTMENTS LLC 3,934 $837K 0.05% -313 13F-HR Timeline Dynasty Wealth Management, LLC More: the full row for Dynasty Wealth Management, LLC 3,903 $831K 0.01% -231 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 3,888 $828K 0.02% -117 13F-HR Timeline Group Seelaus Asset Management LLC More: the full row for Seelaus Asset Management LLC 3,861 $822K 0.58% -1,774 13F-HR Timeline Waterloo Capital, L.P. More: the full row for Waterloo Capital, L.P. 3,850 $819K 0.05% -2,620 13F-HR Timeline Legacy Capital Wealth Partners, LLC More: the full row for Legacy Capital Wealth Partners, LLC 3,811 $811K 0.16% +1,415 13F-HR Timeline Alteri Wealth LLC More: the full row for Alteri Wealth LLC 3,809 $811K 0.22% -109 13F-HR Timeline GREAT VALLEY ADVISOR GROUP, INC. in group GREAT VALLEY ADVISOR GROUP, I… More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 3,768 $802K 0.01% +1 13F-HR Timeline Group Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 3,819 $798K 0.03% 0 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 3,727 $793K 0.01% +1,021 13F-HR Timeline Delta Investment Management, LLC More: the full row for Delta Investment Management, LLC 3,710 $790K 0.13% +729 13F-HR Timeline Churchill Financial Advisors, LLC More: the full row for Churchill Financial Advisors, LLC 3,700 $788K 0.15% 0 13F-HR Timeline Sargent Investment Group, LLC More: the full row for Sargent Investment Group, LLC 3,696 $787K 0.09% +5 13F-HR Timeline Capstone Capital Management Ltd More: the full row for Capstone Capital Management Ltd 3,694 $786K 0.35% new 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 3,679 $783K 0.08% -767 13F-HR Timeline Aster Capital Management (DIFC) Ltd More: the full row for Aster Capital Management (DIFC) Ltd 3,668 $781K 0.17% new 13F-HR/A Timeline Trust Asset Management LLC More: the full row for Trust Asset Management LLC 3,623 $771K 0.05% -71 13F-HR/A Timeline AlphaGrep UK Ltd More: the full row for AlphaGrep UK Ltd 3,607 $768K 0.23% +1,153 13F-HR Timeline Wellington Shields Capital Management, … in group Wellington Shields Capital Ma… More: the full row for Wellington Shields Capital Management, LLC 3,600 $766K 0.1% +1,600 13F-HR Timeline Group West Family Investments, Inc. More: the full row for West Family Investments, Inc. 3,592 $765K 0.22% new 13F-HR Timeline Stonehage Fleming Financial Services Ho… in group Stonehage Fleming Financial S… More: the full row for Stonehage Fleming Financial Services Holdings Ltd 3,566 $759K 0.03% new 13F-HR Timeline Group TODD ASSET MANAGEMENT LLC More: the full row for TODD ASSET MANAGEMENT LLC 3,544 $754K 0.01% 0 13F-HR Timeline PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 3,533 $752K 0.01% +65 13F-HR Timeline Bolthouse Investments, LLC More: the full row for Bolthouse Investments, LLC 3,500 $745K 0.6% new 13F-HR Timeline SPINNAKER TRUST More: the full row for SPINNAKER TRUST 3,485 $742K 0.04% +85 13F-HR Timeline Americana Partners, LLC More: the full row for Americana Partners, LLC 3,482 $741K 0.02% +895 13F-HR Timeline Bayesian Capital Management, LP More: the full row for Bayesian Capital Management, LP 3,455 $735K 0.47% new 13F-HR Timeline LMR Partners LLP in group LMR Partners LLP More: the full row for LMR Partners LLP 3,453 $735K 0.01% new 13F-HR Timeline Group Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 3,448 $734K 0.01% +643 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 3,447 $734K 0.04% +95 13F-HR Timeline Kesler, Norman & Wride, LLC More: the full row for Kesler, Norman & Wride, LLC 3,445 $733K 0.12% new 13F-HR Timeline WEST BANCORPORATION INC More: the full row for WEST BANCORPORATION INC 3,439 $732K 0.31% 0 13F-HR Timeline Weaver Consulting Group More: the full row for Weaver Consulting Group 3,434 $731K 0.15% +2 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 3,426 $729K -32 Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 3,408 $725K 0.01% +1,258 13F-HR Timeline Cannon Advisors, Inc. More: the full row for Cannon Advisors, Inc. 3,276 $724K 0.44% new 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 3,399 $724K <0.01% +128 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 3,400 $723K 0.03% +298 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 3,359 $715K 0.04% +193 13F-HR Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 3,358 $715K 0.08% +241 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 3,352 $713K 0.03% -1,277 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 3,343 $711K 0.05% -33 13F-HR Timeline CULLINAN ASSOCIATES INC More: the full row for CULLINAN ASSOCIATES INC 3,267 $695K 0.05% 0 13F-HR Timeline PRELUDE CAPITAL MANAGEMENT, LLC More: the full row for PRELUDE CAPITAL MANAGEMENT, LLC 3,252 $692K 0.05% new 13F-HR Timeline OXFORD ASSET MANAGEMENT LLP More: the full row for OXFORD ASSET MANAGEMENT LLP 3,241 $690K 0.34% +95 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Cambria Investment Management, L.P. More: the full row for Cambria Investment Management, L.P. 3,227 $687K 0.03% +1,204 13F-HR Timeline Maloon Powers Pitre Higgins & Dennehy, … More: the full row for Maloon Powers Pitre Higgins & Dennehy, LLC 3,201 $681K 0.23% 13F-HR Timeline FWL INVESTMENT MANAGEMENT, LLC More: the full row for FWL INVESTMENT MANAGEMENT, LLC 3,200 $681K 0.13% 0 13F-HR Timeline Curi Capital, LLC More: the full row for Curi Capital, LLC 3,169 $675K 0.01% +4 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 3,156 $672K 0.04% -4 13F-HR Timeline Grey Ledge Advisors, LLC More: the full row for Grey Ledge Advisors, LLC 3,144 $669K 0.13% -104 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 3,129 $666K 0.01% +84 13F-HR Timeline PEAPACK GLADSTONE FINANCIAL CORP More: the full row for PEAPACK GLADSTONE FINANCIAL CORP 3,122 $665K 0.01% -59 13F-HR Timeline Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 3,105 $661K 0.08% +575 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 3,101 $660K 0.03% -4 13F-HR Timeline CHILTON INVESTMENT CO INC. More: the full row for CHILTON INVESTMENT CO INC. 3,092 $658K 0.02% +1,415 13F-HR Timeline Florida Trust Wealth Management Co More: the full row for Florida Trust Wealth Management Co 3,017 $642K 0.02% -57 13F-HR Timeline CX Institutional More: the full row for CX Institutional 3,016 $642K 0.02% -31,414 13F-HR Timeline Stirlingshire Investments, Inc. More: the full row for Stirlingshire Investments, Inc. 2,984 $635K 0.47% +1,755 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 2,981 $634K 0.08% -63 13F-HR Timeline Group EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 2,973 $633K 0.02% -491 13F-HR Timeline Group Formidable Asset Management, LLC More: the full row for Formidable Asset Management, LLC 2,918 $632K 0.1% -473 13F-HR Timeline FEDERATED HERMES, INC. in group FEDERATED HERMES, INC. More: the full row for FEDERATED HERMES, INC. 2,922 $622K <0.01% +1,336 13F-HR Timeline Group CANANDAIGUA NATIONAL BANK & TRUST CO in group CANANDAIGUA NATIONAL BANK & T… More: the full row for CANANDAIGUA NATIONAL BANK & TRUST CO 2,916 $621K 0.05% 13F-HR Timeline Group Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 2,915 $620K 0.03% +80 13F-HR Timeline Ellevest, Inc. More: the full row for Ellevest, Inc. 2,924 $619K 0.07% -42 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 2,889 $615K 0.01% +47 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 2,880 $613K 0.01% +266 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 2,855 $608K 0.02% +552 13F-HR Timeline Shay Capital LLC More: the full row for Shay Capital LLC 2,850 $607K 0.07% -4,100 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 2,822 $601K 0.04% -34 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 2,809 $598K <0.01% -155 13F-HR Timeline Group Harel Insurance Investments & Financial… in group Harel Insurance Investments &… More: the full row for Harel Insurance Investments & Financial Services Ltd. 2,784 $593K <0.01% new 13F-HR Timeline Group JACKSON THORNTON WEALTH MANAGEMENT, LLC More: the full row for JACKSON THORNTON WEALTH MANAGEMENT, LLC 2,769 $589K 0.05% +859 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 2,758 $587K 0.03% +1,405 13F-HR Timeline Bridgefront Capital, LLC More: the full row for Bridgefront Capital, LLC 2,728 $581K 0.15% -3,492 13F-HR Timeline Summit Global Investments in group Summit Global Investments More: the full row for Summit Global Investments 2,706 $576K 0.03% +5 13F-HR Timeline Group West Wealth Group, LLC More: the full row for West Wealth Group, LLC 2,705 $576K 0.09% +6 13F-HR Timeline