SUMITOMO MITSUI FINANCIAL GROUP, INC. group of 2 filers holding More: the full row for SUMITOMO MITSUI FINANCIAL GROUP, INC. 15,570 $1.85M -512 Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 15,508 $1.84M 0.04% new 13F-HR/A Timeline SummitTX Capital, L.P. More: the full row for SummitTX Capital, L.P. 15,410 $1.83M 0.06% +8,260 13F-HR Timeline HIGHLAND CAPITAL MANAGEMENT, LLC More: the full row for HIGHLAND CAPITAL MANAGEMENT, LLC 15,330 $1.82M 0.1% -50 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 15,230 $1.81M 0.01% +1,694 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 15,069 $1.79M 0.04% -374 13F-HR Timeline DB&C Advisors, LLC More: the full row for DB&C Advisors, LLC 15,016 $1.78M 2.31% -100 13F-HR Timeline REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 14,966 $1.78M 0.01% -7,155 13F-HR Timeline Group Arkfeld Wealth Strategies, L.L.C. More: the full row for Arkfeld Wealth Strategies, L.L.C. 13,897 $1.77M 0.56% -1,333 13F-HR Timeline IKE Capital, LLC More: the full row for IKE Capital, LLC 14,836 $1.76M 0.99% new 13F-HR Timeline HARRELL INVESTMENT PARTNERS, LLC More: the full row for HARRELL INVESTMENT PARTNERS, LLC 14,632 $1.74M 0.41% +98 13F-HR Timeline EVENTIDE ASSET MANAGEMENT, LLC More: the full row for EVENTIDE ASSET MANAGEMENT, LLC 14,718 $1.73M 0.03% -168 13F-HR Timeline Midwest Professional Planners, LTD. More: the full row for Midwest Professional Planners, LTD. 14,588 $1.73M 0.41% +461 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 14,553 $1.73M 0.28% +185 13F-HR Timeline GABLES CAPITAL MANAGEMENT INC. More: the full row for GABLES CAPITAL MANAGEMENT INC. 14,540 $1.72M 0.73% +2,120 13F-HR Timeline Ted Buchan & Co More: the full row for Ted Buchan & Co 14,465 $1.72M 0.62% +376 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 14,440 $1.71M 0.04% +10,534 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 14,403 $1.71M 0.04% -334 13F-HR Timeline Huntleigh Advisors, Inc. More: the full row for Huntleigh Advisors, Inc. 14,325 $1.7M 0.29% -1,450 13F-HR Timeline Empower Advisory Group, LLC in group Empower Annuity Insurance Co … More: the full row for Empower Advisory Group, LLC 14,197 $1.68M <0.01% -2,439 13F-HR Timeline Group WT Wealth Management More: the full row for WT Wealth Management 14,074 $1.67M 0.5% new 13F-HR Timeline Fideuram Asset Management (Ireland) dac More: the full row for Fideuram Asset Management (Ireland) dac 9,078 $1.66M 0.21% new 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 13,985 $1.66M 0.18% +4,660 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 13,929 $1.65M 0.01% +1,957 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 13,870 $1.65M 0.03% -232 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. 13,832 $1.64M 0.03% -1,628 13F-HR Timeline Group EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 13,798 $1.64M 0.04% -690 13F-HR Timeline Dynasty Wealth Management, LLC More: the full row for Dynasty Wealth Management, LLC 13,777 $1.63M 0.01% -2,347 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 13,727 $1.63M 0.05% -750 13F-HR Timeline CORRADO ADVISORS, LLC More: the full row for CORRADO ADVISORS, LLC 13,400 $1.59M 0.83% 0 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 13,371 $1.59M 0.07% -648 13F-HR Timeline Norris Financial Group, LLC More: the full row for Norris Financial Group, LLC 13,368 $1.59M 0.52% +1,999 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 13,147 $1.56M 0.03% -726 13F-HR Timeline WATERSHED PRIVATE WEALTH LLC More: the full row for WATERSHED PRIVATE WEALTH LLC 13,130 $1.56M 0.49% -583 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 13,125 $1.56M 0.36% -115 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 13,122 $1.56M 0.28% +143 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 13,043 $1.55M 0.03% -686 13F-HR Timeline Group State of Wyoming More: the full row for State of Wyoming 13,064 $1.55M 0.18% +1,210 13F-HR Timeline ASHTON THOMAS SECURITIES, LLC More: the full row for ASHTON THOMAS SECURITIES, LLC 13,029 $1.55M 0.19% new 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 13,027 $1.55M 0.01% +381 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 12,995 $1.54M 0.06% -3,174 13F-HR Timeline Pine Valley Investments Ltd Liability Co More: the full row for Pine Valley Investments Ltd Liability Co 12,967 $1.54M 0.07% +743 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 12,943 $1.54M 0.02% +109 13F-HR Timeline PenderFund Capital Management Ltd. More: the full row for PenderFund Capital Management Ltd. 12,800 $1.52M 0.24% new 13F-HR Timeline Cache Advisors, LLC More: the full row for Cache Advisors, LLC 9,193 $1.52M 0.18% +660 13F-HR Timeline MEANS INVESTMENT CO., INC. More: the full row for MEANS INVESTMENT CO., INC. 12,778 $1.52M 0.13% -425 13F-HR Timeline SCS Capital Management LLC More: the full row for SCS Capital Management LLC 12,737 $1.51M 0.02% -1,022 13F-HR Timeline YOUSIF CAPITAL MANAGEMENT, LLC More: the full row for YOUSIF CAPITAL MANAGEMENT, LLC 12,663 $1.5M 0.02% 0 13F-HR Timeline Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 12,606 $1.5M 0.1% -902 13F-HR Timeline CONWAY CAPITAL MANAGEMENT, INC. More: the full row for CONWAY CAPITAL MANAGEMENT, INC. 12,530 $1.49M 0.7% -500 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 12,527 $1.49M 0.09% +2,326 13F-HR Timeline Abbot Financial Management, Inc. More: the full row for Abbot Financial Management, Inc. 12,489 $1.48M 0.63% +1,758 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 12,293 $1.46M 0.03% -2,641 13F-HR Timeline Ethic Inc. More: the full row for Ethic Inc. 12,227 $1.45M 0.02% +3,147 13F-HR Timeline Oder Investment Management, LLC More: the full row for Oder Investment Management, LLC 12,163 $1.44M 1.11% -409 13F-HR Timeline Intrinsic Value Partners, LLC More: the full row for Intrinsic Value Partners, LLC 12,019 $1.43M 1.1% -100 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 11,952 $1.42M 0.01% -1,950 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 11,937 $1.42M 0.04% +7,125 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 11,904 $1.41M 0.01% -5,931 13F-HR Timeline Midway Capital Research & Management More: the full row for Midway Capital Research & Management 11,899 $1.41M 1.33% +1,121 13F-HR Timeline SUMITOMO LIFE INSURANCE CO More: the full row for SUMITOMO LIFE INSURANCE CO 11,897 $1.41M 0.03% +300 13F-HR Timeline STABLEFORD CAPITAL II LLC More: the full row for STABLEFORD CAPITAL II LLC 11,866 $1.41M 0.52% new 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 11,846 $1.41M 0.31% +1,194 13F-HR Timeline OpenArc Corporate Advisory, LLC More: the full row for OpenArc Corporate Advisory, LLC 11,837 $1.4M 0.02% +1,091 13F-HR Timeline Quantbot Technologies LP More: the full row for Quantbot Technologies LP 11,746 $1.39M 0.06% new 13F-HR Timeline EARNED WEALTH ADVISORS, LLC More: the full row for EARNED WEALTH ADVISORS, LLC 11,727 $1.39M 0.09% +4,400 13F-HR Timeline PARNASSUS INVESTMENTS, LLC More: the full row for PARNASSUS INVESTMENTS, LLC 11,683 $1.39M <0.01% new 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 11,611 $1.38M 0.11% -1,305 13F-HR Timeline Verition Fund Management LLC More: the full row for Verition Fund Management LLC 11,608 $1.38M 0.01% -88,642 13F-HR Timeline Strong Retirement Solutions LLC More: the full row for Strong Retirement Solutions LLC 11,429 $1.36M 0.95% -515 13F-HR Timeline Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 11,397 $1.35M 0.19% -293 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 11,386 $1.35M 0.03% +511 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 11,382 $1.35M 0.01% -10 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 11,359 $1.35M 0.06% -1,353 13F-HR Timeline Clare Market Investments LLC More: the full row for Clare Market Investments LLC 11,320 $1.34M 0.28% 13F-HR Timeline Twin Tree Management, LP More: the full row for Twin Tree Management, LP 11,273 $1.34M 0.28% new 13F-HR Timeline Alliance Wealth Advisors, LLC /UT More: the full row for Alliance Wealth Advisors, LLC /UT 11,265 $1.34M 0.29% -7,701 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 11,218 $1.33M 0.02% -3,787 13F-HR Timeline MONETTA FINANCIAL SERVICES INC More: the full row for MONETTA FINANCIAL SERVICES INC 11,100 $1.32M 1.02% +1,500 13F-HR Timeline PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 11,100 $1.32M 0.02% +617 13F-HR Timeline TITLEIST ASSET MANAGEMENT, LLC More: the full row for TITLEIST ASSET MANAGEMENT, LLC 11,073 $1.31M 0.1% -350 13F-HR Timeline Roundview Capital LLC More: the full row for Roundview Capital LLC 11,066 $1.31M 0.08% +114 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 11,064 $1.31M 0.07% -2,713 13F-HR Timeline Aigen Investment Management, LP More: the full row for Aigen Investment Management, LP 10,222 $1.31M 0.34% new 13F-HR Timeline Cypress Capital, LLC More: the full row for Cypress Capital, LLC 11,040 $1.31M 0.37% +1,040 13F-HR Timeline Bluebird Wealth Management LLC More: the full row for Bluebird Wealth Management LLC 10,945 $1.3M 1.33% +176 13F-HR Timeline Pembroke Management, LTD More: the full row for Pembroke Management, LTD 10,937 $1.3M 0.19% 0 13F-HR Timeline Knollwood Investment Advisory, LLC More: the full row for Knollwood Investment Advisory, LLC 10,930 $1.3M 0.13% 0 13F-HR Timeline JOURNEY RETIREMENT PLANNING & INVESTMEN… More: the full row for JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC 10,918 $1.3M 1.14% -35,070 13F-HR Timeline Marex Group Ltd in group Marex Group Ltd More: the full row for Marex Group Ltd 10,889 $1.29M 0.01% +8,795 13F-HR Timeline Group Investment Research & Advisory Group, I… More: the full row for Investment Research & Advisory Group, Inc. 10,839 $1.29M 0.45% +3,466 13F-HR Timeline Genesis Financial Group, LLC More: the full row for Genesis Financial Group, LLC 10,800 $1.28M 0.86% 0 13F-HR Timeline 111 Capital More: the full row for 111 Capital 10,785 $1.28M 0.32% -1,450 13F-HR Timeline BAKER TILLY WEALTH MANAGEMENT, LLC More: the full row for BAKER TILLY WEALTH MANAGEMENT, LLC 10,777 $1.28M 0.31% -458 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 10,740 $1.27M 0.13% -2,801 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Qtron Investments LLC More: the full row for Qtron Investments LLC 10,723 $1.27M 0.17% +429 13F-HR Timeline Grant Private Wealth Management Inc More: the full row for Grant Private Wealth Management Inc 10,624 $1.26M 0.67% -200 13F-HR Timeline Quadcap Wealth Management, LLC More: the full row for Quadcap Wealth Management, LLC 10,559 $1.25M 0.14% -419 13F-HR Timeline NIA IMPACT ADVISORS, LLC More: the full row for NIA IMPACT ADVISORS, LLC 10,550 $1.25M 0.56% -15,982 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 10,534 $1.25M 0.06% +536 13F-HR Timeline DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 10,488 $1.24M 0.02% +139 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 10,444 $1.24M 0.04% -1,944 13F-HR Timeline Sustainable Insight Capital Management,… More: the full row for Sustainable Insight Capital Management, LLC 10,300 $1.22M 0.41% new 13F-HR Timeline American Alpha Advisors, LLC More: the full row for American Alpha Advisors, LLC 10,300 $1.22M 0.71% new 13F-HR Timeline YANKCOM Partnership More: the full row for YANKCOM Partnership 10,293 $1.22M 0.5% +29 13F-HR Timeline Wealth Management Partners, LLC More: the full row for Wealth Management Partners, LLC 10,185 $1.21M 0.35% +133 13F-HR Timeline X-Square Capital, LLC More: the full row for X-Square Capital, LLC 10,145 $1.2M 0.41% +241 13F-HR Timeline Perpetual Ltd in group Perpetual Ltd More: the full row for Perpetual Ltd 10,124 $1.2M 0.02% -1,060 13F-HR Timeline Group Total Clarity Wealth Management, Inc. More: the full row for Total Clarity Wealth Management, Inc. 10,098 $1.2M 0.28% +5,160 13F-HR Timeline CORNERSTONE ENTERPRISES, LLC More: the full row for CORNERSTONE ENTERPRISES, LLC 10,086 $1.2M 0.6% +916 13F-HR Timeline Kurv Investment Management LLC More: the full row for Kurv Investment Management LLC 10,680 $1.19M 1.26% +4,260 13F-HR Timeline Permanens Capital L.P. More: the full row for Permanens Capital L.P. 10,030 $1.19M 0.15% 0 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 9,986 $1.18M 0.01% -5,174 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 9,953 $1.18M 0.19% +467 13F-HR Timeline PEAPACK GLADSTONE FINANCIAL CORP More: the full row for PEAPACK GLADSTONE FINANCIAL CORP 9,952 $1.18M 0.02% +61 13F-HR Timeline Sound View Wealth Advisors Group, LLC More: the full row for Sound View Wealth Advisors Group, LLC 9,913 $1.18M 0.08% +1,496 13F-HR Timeline DMC Group, LLC More: the full row for DMC Group, LLC 9,861 $1.17M 0.79% -122 13F-HR Timeline DOLIVER ADVISORS, LP More: the full row for DOLIVER ADVISORS, LP 9,848 $1.17M 0.27% +1,958 13F-HR Timeline Interchange Capital Partners, LLC More: the full row for Interchange Capital Partners, LLC 12,139 $1.17M 0.37% -298 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 11,693 $1.17M 0.03% -3,120 13F-HR Timeline ERSTE TOWARZYSTWO FUNDUSZY INWESTYCYJNY… More: the full row for ERSTE TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH S.A. 9,800 $1.16M 0.4% 13F-HR Timeline Schorn Wealth LLC More: the full row for Schorn Wealth LLC 9,787 $1.16M 0.35% +493 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 9,752 $1.16M 0.17% -94 13F-HR Timeline Nicholas Investment Partners, LP More: the full row for Nicholas Investment Partners, LP 9,674 $1.15M 0.08% -1,107 13F-HR Timeline Kohmann Bosshard Financial Services, LLC More: the full row for Kohmann Bosshard Financial Services, LLC 9,654 $1.15M 0.11% +4 13F-HR/A Timeline Advisory Resource Group More: the full row for Advisory Resource Group 9,571 $1.14M 0.2% +631 13F-HR Timeline Z3 Capital Partners, LLC More: the full row for Z3 Capital Partners, LLC 9,475 $1.12M 0.28% +125 13F-HR Timeline BLB&B Advisors, LLC More: the full row for BLB&B Advisors, LLC 9,394 $1.11M 0.05% -225 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 9,379 $1.11M 0.07% +311 13F-HR Timeline StoneCrest Wealth Management, Inc. More: the full row for StoneCrest Wealth Management, Inc. 9,326 $1.11M 0.47% -287 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 6,864 $1.1M 0.05% -120 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 9,303 $1.1M 0.01% +499 13F-HR Timeline CONFLUENCE INVESTMENT MANAGEMENT LLC More: the full row for CONFLUENCE INVESTMENT MANAGEMENT LLC 9,298 $1.1M 0.02% +1,361 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 9,292 $1.1M 0.28% +192 13F-HR Timeline Menard Financial Group LLC More: the full row for Menard Financial Group LLC 9,274 $1.1M 0.77% -47 13F-HR Timeline NORTHBRIDGE FINANCIAL GROUP, LLC More: the full row for NORTHBRIDGE FINANCIAL GROUP, LLC 9,530 $1.1M 0.47% +502 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 9,211 $1.09M 0.02% +4,189 13F-HR Timeline SANDLER CAPITAL MANAGEMENT More: the full row for SANDLER CAPITAL MANAGEMENT 9,188 $1.09M 0.74% +2,960 13F-HR Timeline BNP PARIBAS in group BNP PARIBAS More: the full row for BNP PARIBAS 9,017 $1.07M 0.03% -473 13F-HR Timeline Group LBMC INVESTMENT ADVISORS, LLC More: the full row for LBMC INVESTMENT ADVISORS, LLC 8,950 $1.06M 0.06% 0 13F-HR Timeline Tempo Wealth, LLC More: the full row for Tempo Wealth, LLC 8,909 $1.06M 0.18% +1,102 13F-HR Timeline Cherry Creek Investment Advisors, Inc. More: the full row for Cherry Creek Investment Advisors, Inc. 8,867 $1.05M 0.46% -492 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 8,827 $1.05M 0.05% -4,651 13F-HR Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 8,808 $1.04M 0.04% -25,049 13F-HR Timeline Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 8,760 $1.04M 0.07% -868 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 8,756 $1.04M 0.01% -535 13F-HR Timeline WOODWARD DIVERSIFIED CAPITAL, LLC More: the full row for WOODWARD DIVERSIFIED CAPITAL, LLC 7,895 $1.04M 0.47% -4,129 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 8,718 $1.03M 0.02% +71 13F-HR Timeline FIRST MANHATTAN CO. LLC. More: the full row for FIRST MANHATTAN CO. LLC. 8,661 $1.03M <0.01% -3,432 13F-HR Timeline Williams Jones Wealth Management, LLC. More: the full row for Williams Jones Wealth Management, LLC. 8,643 $1.03M 0.01% 0 13F-HR Timeline CARDIFF PARK ADVISORS, LLC More: the full row for CARDIFF PARK ADVISORS, LLC 8,643 $1.03M 0.08% 0 13F-HR Timeline Facet Wealth, Inc. More: the full row for Facet Wealth, Inc. 8,639 $1.02M 0.02% +1,304 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 8,608 $1.02M 0.02% -1,293 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 8,606 $1.02M 0.09% -45 13F-HR Timeline CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 8,585 $1.02M 0.03% +538 13F-HR Timeline Harrington Investments, INC More: the full row for Harrington Investments, INC 8,582 $1.02M 0.54% +2,180 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 8,557 $1.02M 0.08% +972 13F-HR Timeline Accredited Investors Inc. More: the full row for Accredited Investors Inc. 8,520 $1.01M 0.05% +3,434 13F-HR Timeline K.J. Harrison & Partners Inc More: the full row for K.J. Harrison & Partners Inc 8,527 $1.01M 0.17% -16,000 13F-HR Timeline WOODSTOCK CORP More: the full row for WOODSTOCK CORP 8,475 $1.01M 0.09% 0 13F-HR Timeline KENNEDY INVESTMENT GROUP, INC. More: the full row for KENNEDY INVESTMENT GROUP, INC. 8,469 $1M 0.39% -50 13F-HR Timeline Kesler, Norman & Wride, LLC More: the full row for Kesler, Norman & Wride, LLC 8,459 $1M 0.17% -73 13F-HR Timeline Zullo Investment Group, Inc. More: the full row for Zullo Investment Group, Inc. 8,440 $1M 0.38% +102 13F-HR Timeline Baldwin Investment Management, LLC More: the full row for Baldwin Investment Management, LLC 8,423 $999K 0.12% 0 13F-HR Timeline ABN AMRO INVESTMENT SOLUTIONS group of 2 filers holding More: the full row for ABN AMRO INVESTMENT SOLUTIONS 8,386 $997K +1,193 Timeline River Street Advisors LLC More: the full row for River Street Advisors LLC 8,299 $984K 0.33% 0 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 8,270 $981K 0.08% +53 13F-HR Timeline Canvas Wealth Advisors, LLC More: the full row for Canvas Wealth Advisors, LLC 8,263 $980K 0.17% -144 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 8,234 $977K 0.02% +465 13F-HR Timeline St. Louis Trust Co More: the full row for St. Louis Trust Co 8,196 $972K 0.11% +975 13F-HR Timeline Indivisible Partners More: the full row for Indivisible Partners 8,139 $965K 0.09% -1,269 13F-HR Timeline One Wealth Management Investment & Advi… More: the full row for One Wealth Management Investment & Advisory Services, LLC 8,122 $963K 1.16% +57 13F-HR Timeline Jacksonville Wealth Management, LLC More: the full row for Jacksonville Wealth Management, LLC 8,100 $961K 0.65% +28 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 8,098 $961K 0.01% -293 13F-HR Timeline Gilbert & Cook, Inc. More: the full row for Gilbert & Cook, Inc. 8,044 $954K 0.12% +878 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 8,043 $954K 0.12% +220 13F-HR Timeline Bienville Capital Management, LLC More: the full row for Bienville Capital Management, LLC 8,000 $949K 0.18% 0 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 7,939 $942K 0.07% +1,144 13F-HR Timeline Horst & Graben Wealth Management LLC More: the full row for Horst & Graben Wealth Management LLC 7,570 $940K 0.13% +2,268 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 7,915 $939K 0.07% +2,862 13F-HR Timeline Group Summit Trail Advisors, LLC More: the full row for Summit Trail Advisors, LLC 7,860 $932K 0.01% +951 13F-HR Timeline Evelyn Partners Group Ltd group of 2 filers holding More: the full row for Evelyn Partners Group Ltd 7,822 $928K -9,200 Timeline RiverFront Investment Group, LLC More: the full row for RiverFront Investment Group, LLC 7,807 $926K 0.01% +6,500 13F-HR Timeline Longaeva Partners L.P. More: the full row for Longaeva Partners L.P. 7,790 $924K 0.04% new 13F-HR Timeline ELEMENT POINTE ADVISORS, LLC More: the full row for ELEMENT POINTE ADVISORS, LLC 7,785 $924K 0.17% -246 13F-HR Timeline FULTON BREAKEFIELD BROENNIMAN LLC More: the full row for FULTON BREAKEFIELD BROENNIMAN LLC 7,736 $918K 0.06% +975 13F-HR Timeline Marble Wealth, LLC More: the full row for Marble Wealth, LLC 7,687 $912K 0.16% -705 13F-HR Timeline Confluence Wealth Services, Inc. More: the full row for Confluence Wealth Services, Inc. 7,638 $906K 0.04% -738 13F-HR Timeline 1776 Wealth LLC More: the full row for 1776 Wealth LLC 7,630 $905K 0.36% +1,459 13F-HR Timeline WOODARD & CO ASSET MANAGEMENT GROUP INC… More: the full row for WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV 7,613 $903K 0.14% -472 13F-HR Timeline TFC Financial Management, Inc. 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