Collier Financial More: the full row for Collier Financial 5,886 $2.86M 2.15% 13F-HR Timeline Kesler, Norman & Wride, LLC More: the full row for Kesler, Norman & Wride, LLC 5,739 $2.86M 0.56% -704 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 5,868 $2.86M 0.06% +46 13F-HR Timeline Snider Financial Group More: the full row for Snider Financial Group 5,856 $2.85M 0.78% +321 13F-HR Timeline Point72 Hong Kong Ltd More: the full row for Point72 Hong Kong Ltd 5,823 $2.83M 0.13% new 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 5,795 $2.82M 0.16% +568 13F-HR Timeline Retirement Planning Group, LLC More: the full row for Retirement Planning Group, LLC 5,751 $2.8M 0.1% +5 13F-HR Timeline Eos Management, L.P. More: the full row for Eos Management, L.P. 5,727 $2.79M 1.1% +2,748 13F-HR Timeline Mirabaud & Cie SA More: the full row for Mirabaud & Cie SA 5,726 $2.79M 0.89% -167 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 5,723 $2.79M 0.08% +1,080 13F-HR Timeline Group INTRUST BANK NA More: the full row for INTRUST BANK NA 5,712 $2.78M 0.23% -146 13F-HR Timeline Krilogy Financial LLC More: the full row for Krilogy Financial LLC 5,550 $2.76M 0.1% new 13F-HR Timeline Argent Trust Co More: the full row for Argent Trust Co 5,632 $2.74M 0.1% -123 13F-HR Timeline Northcape Capital Pty Ltd More: the full row for Northcape Capital Pty Ltd 5,631 $2.74M 0.38% -634 13F-HR Timeline Brevan Howard Capital Management LP in group Brevan Howard Capital Managem… More: the full row for Brevan Howard Capital Management LP 5,627 $2.74M 0.04% -7,104 13F-HR Timeline Group Leonteq Securities AG More: the full row for Leonteq Securities AG 5,620 $2.74M 0.15% +1,465 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 5,605 $2.73M 0.05% +788 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 5,562 $2.71M 0.02% -139 13F-HR/A Timeline Group Factorial Partners, LLC More: the full row for Factorial Partners, LLC 5,500 $2.68M 1.84% 0 13F-HR Timeline SevenBridge Financial Group, LLC More: the full row for SevenBridge Financial Group, LLC 5,324 $2.64M 0.44% +1,514 13F-HR Timeline Coastal Bridge Advisors, LLC More: the full row for Coastal Bridge Advisors, LLC 5,423 $2.64M 0.2% +3,389 13F-HR Timeline TOUNJIAN ADVISORY PARTNERS, LLC More: the full row for TOUNJIAN ADVISORY PARTNERS, LLC 5,400 $2.63M 0.88% -1,658 13F-HR Timeline Dodge & Cox More: the full row for Dodge & Cox 5,400 $2.63M <0.01% 0 13F-HR Timeline CEERA INVESTMENTS, LLC More: the full row for CEERA INVESTMENTS, LLC 5,378 $2.62M 0.82% -583 13F-HR Timeline Munich Reinsurance Co Stock Corp in Mun… More: the full row for Munich Reinsurance Co Stock Corp in Munich 5,359 $2.61M 0.07% 13F-HR Timeline Vivid Wealth Management, LLC More: the full row for Vivid Wealth Management, LLC 5,358 $2.61M 1.04% +171 13F-HR Timeline Florida Trust Wealth Management Co More: the full row for Florida Trust Wealth Management Co 5,345 $2.6M 0.07% -513 13F-HR Timeline Mason Investment Advisory Services, Inc. More: the full row for Mason Investment Advisory Services, Inc. 5,343 $2.6M 0.13% new 13F-HR Timeline Bayesian Capital Management, LP More: the full row for Bayesian Capital Management, LP 5,340 $2.6M 0.53% new 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 5,327 $2.59M 0.14% +413 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 5,283 $2.57M 0.04% +828 13F-HR Timeline CYPRESS ASSET MANAGEMENT INC/TX More: the full row for CYPRESS ASSET MANAGEMENT INC/TX 5,276 $2.57M 0.58% +9 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 5,262 $2.56M 0.06% +3,095 13F-HR Timeline Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 5,247 $2.55M 0.34% -298 13F-HR Timeline Blue Fin Capital, Inc. More: the full row for Blue Fin Capital, Inc. 5,244 $2.55M 0.4% +139 13F-HR Timeline Fragasso Financial Advisors Inc More: the full row for Fragasso Financial Advisors Inc 5,304 $2.54M 0.16% -362 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 5,221 $2.54M 0.12% -118 13F-HR Timeline POSTROCK PARTNERS LLC More: the full row for POSTROCK PARTNERS LLC 5,205 $2.53M 1.12% 0 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 5,155 $2.51M 0.05% +397 13F-HR Timeline Laurion Capital Management LP More: the full row for Laurion Capital Management LP 5,108 $2.49M 0.34% new 13F-HR Timeline PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 5,106 $2.48M 0.03% +23 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 5,024 $2.47M 0.15% +949 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 5,039 $2.45M +17 Timeline CHATHAM CAPITAL GROUP, INC. More: the full row for CHATHAM CAPITAL GROUP, INC. 5,027 $2.45M 0.35% +5 13F-HR Timeline VIKING FUND MANAGEMENT LLC More: the full row for VIKING FUND MANAGEMENT LLC 5,000 $2.43M 0.29% 0 13F-HR Timeline True North Advisors, LLC More: the full row for True North Advisors, LLC 4,988 $2.43M 0.39% +269 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 4,980 $2.42M 0.02% +8 13F-HR Timeline JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 4,977 $2.42M 0.57% +121 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 4,965 $2.42M 0.05% +101 13F-HR Timeline Hills Bank & Trust Co in group Hills Bank & Trust Co More: the full row for Hills Bank & Trust Co 4,962 $2.42M 0.14% 0 13F-HR Timeline Group Wedmont Private Capital More: the full row for Wedmont Private Capital 5,017 $2.41M 0.09% +15 13F-HR Timeline MEITAV INVESTMENT HOUSE LTD in group MEITAV INVESTMENT HOUSE LTD More: the full row for MEITAV INVESTMENT HOUSE LTD 4,875 $2.39M 0.03% 0 13F-HR Timeline Group Chemistry Wealth Management LLC More: the full row for Chemistry Wealth Management LLC 4,895 $2.38M 0.46% +21 13F-HR Timeline ARGUS INVESTORS' COUNSEL, INC. More: the full row for ARGUS INVESTORS' COUNSEL, INC. 4,876 $2.37M 1.89% -25 13F-HR Timeline Waterloo Capital, L.P. More: the full row for Waterloo Capital, L.P. 4,874 $2.37M 0.18% -352 13F-HR Timeline DRW Securities, LLC More: the full row for DRW Securities, LLC 4,852 $2.36M 0.12% +462 13F-HR Timeline CHILTON INVESTMENT CO INC. More: the full row for CHILTON INVESTMENT CO INC. 4,841 $2.36M 0.05% +705 13F-HR Timeline Herold Advisors, Inc. More: the full row for Herold Advisors, Inc. 4,835 $2.35M 0.55% +181 13F-HR Timeline M&G PLC in group M&G PLC More: the full row for M&G PLC 4,786 $2.33M 0.01% +98 13F-HR Timeline Group Walleye Capital LLC group of 2 filers holding More: the full row for Walleye Capital LLC 4,787 $2.33M -74,504 Timeline Comprehensive Financial Consultants Ins… More: the full row for Comprehensive Financial Consultants Institutional, Inc. 4,719 $2.3M 0.71% -51 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 4,673 $2.27M 0.19% +121 13F-HR Timeline RIDGECREST WEALTH PARTNERS, LLC More: the full row for RIDGECREST WEALTH PARTNERS, LLC 4,664 $2.27M 1.03% 0 13F-HR Timeline PITCAIRN CO in group PITCAIRN CO More: the full row for PITCAIRN CO 4,662 $2.27M 0.18% -3,047 13F-HR Timeline Group Gallo Partners, LP More: the full row for Gallo Partners, LP 4,662 $2.27M 1.71% +4,008 13F-HR Timeline American State Bank (Iowa) More: the full row for American State Bank (Iowa) 4,661 $2.27M 1.16% -11 13F-HR Timeline SG Americas Securities, LLC More: the full row for SG Americas Securities, LLC 4,648 $2.26M 0.01% -239 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 4,646 $2.26M 0.05% +72 13F-HR Timeline SkyView Investment Advisors, LLC More: the full row for SkyView Investment Advisors, LLC 4,631 $2.25M 0.28% -97 13F-HR Timeline Alaethes Wealth, LLC More: the full row for Alaethes Wealth, LLC 4,631 $2.25M 0.64% +270 13F-HR Timeline Pettee Investors, Inc. More: the full row for Pettee Investors, Inc. 4,629 $2.25M 1.24% 0 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 4,625 $2.25M 0.02% +12 13F-HR Timeline Whitener Capital Management, Inc. More: the full row for Whitener Capital Management, Inc. 4,613 $2.25M 0.54% +111 13F-HR Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 4,596 $2.24M 0.11% -793 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 4,593 $2.24M 0.05% -143 13F-HR Timeline S-Bank Fund Management Ltd More: the full row for S-Bank Fund Management Ltd 4,580 $2.23M 0.3% -59 13F-HR Timeline MMBG INVESTMENT ADVISORS CO. More: the full row for MMBG INVESTMENT ADVISORS CO. 4,575 $2.23M 0.2% 0 13F-HR Timeline Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 4,559 $2.22M 0.15% -31 13F-HR Timeline Cypress Capital Group in group Cypress Capital Group More: the full row for Cypress Capital Group 4,520 $2.2M 0.26% -307 13F-HR Timeline Group Cyndeo Wealth Partners, LLC More: the full row for Cyndeo Wealth Partners, LLC 4,509 $2.19M 0.12% -414 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 4,491 $2.19M 0.11% 0 13F-HR Timeline Cordatus Wealth Management LLC More: the full row for Cordatus Wealth Management LLC 4,485 $2.18M 0.51% -56 13F-HR Timeline Qtron Investments LLC More: the full row for Qtron Investments LLC 4,475 $2.18M 0.27% -581 13F-HR Timeline Great Lakes Retirement, Inc. More: the full row for Great Lakes Retirement, Inc. 4,461 $2.17M 0.24% +65 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 4,814 $2.16M 0.29% -163 13F-HR/A Timeline K.J. Harrison & Partners Inc More: the full row for K.J. Harrison & Partners Inc 4,530 $2.16M 0.31% 0 13F-HR Timeline Welch & Forbes LLC More: the full row for Welch & Forbes LLC 4,434 $2.16M 0.03% +3,317 13F-HR Timeline S.E.E.D. Planning Group LLC More: the full row for S.E.E.D. Planning Group LLC 4,428 $2.15M 0.63% +1,706 13F-HR Timeline Global X Japan Co., Ltd. More: the full row for Global X Japan Co., Ltd. 4,408 $2.15M 0.19% +3,095 13F-HR Timeline Fieldview Capital Management, LLC More: the full row for Fieldview Capital Management, LLC 4,400 $2.14M 0.35% new 13F-HR Timeline Voleon Capital Management LP More: the full row for Voleon Capital Management LP 4,359 $2.12M 0.05% -1,991 13F-HR Timeline LVW Advisors, LLC More: the full row for LVW Advisors, LLC 4,345 $2.11M 0.22% +85 13F-HR Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 4,329 $2.11M 0.1% -974 13F-HR Timeline Rodgers Brothers Inc. More: the full row for Rodgers Brothers Inc. 4,315 $2.1M 0.26% 0 13F-HR Timeline Decatur Capital Management, Inc. More: the full row for Decatur Capital Management, Inc. 4,289 $2.09M 0.83% 0 13F-HR Timeline PROFUND ADVISORS LLC More: the full row for PROFUND ADVISORS LLC 4,288 $2.09M 0.07% +350 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 4,286 $2.09M 0.04% +2,318 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 4,182 $2.04M 0.05% +437 13F-HR Timeline IMS Capital Management More: the full row for IMS Capital Management 4,167 $2.03M 0.94% -49 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 4,156 $2.02M 0.07% +618 13F-HR Timeline Peloton Wealth Strategists More: the full row for Peloton Wealth Strategists 4,085 $1.99M 0.78% -315 13F-HR Timeline EXCALIBUR MANAGEMENT CORP More: the full row for EXCALIBUR MANAGEMENT CORP 4,081 $1.99M 0.72% 0 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 4,070 $1.98M 0.05% +36 13F-HR Timeline B.O.S.S. Retirement Advisors, LLC More: the full row for B.O.S.S. Retirement Advisors, LLC 4,065 $1.98M 0.47% -226 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 4,056 $1.97M 0.08% +88 13F-HR Timeline ASHFORD CAPITAL MANAGEMENT INC More: the full row for ASHFORD CAPITAL MANAGEMENT INC 4,043 $1.97M 0.22% -343 13F-HR Timeline BANK OF HAWAII More: the full row for BANK OF HAWAII 4,041 $1.97M 0.1% -93 13F-HR Timeline PARSONS CAPITAL MANAGEMENT INC/RI More: the full row for PARSONS CAPITAL MANAGEMENT INC/RI 4,039 $1.97M 0.11% 0 13F-HR Timeline BKM Wealth Management, LLC More: the full row for BKM Wealth Management, LLC 4,016 $1.95M 0.72% +422 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 4,015 $1.95M 0.04% -192 13F-HR Timeline Alyeska Investment Group, L.P. in group Alyeska Investment Group, L.P. More: the full row for Alyeska Investment Group, L.P. 3,995 $1.94M 0.01% new 13F-HR Timeline Group Platform Technology Partners More: the full row for Platform Technology Partners 3,990 $1.94M 0.47% +299 13F-HR Timeline LEDERER & ASSOCIATES INVESTMENT COUNSEL… More: the full row for LEDERER & ASSOCIATES INVESTMENT COUNSEL/CA 3,961 $1.93M 1.25% -312 13F-HR Timeline PEAK6 LLC in group PEAK6 LLC More: the full row for PEAK6 LLC 3,946 $1.92M 0.05% +3,944 13F-HR/A Timeline Group WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 3,945 $1.92M 0.06% +1,518 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 3,942 $1.92M 0.08% -45 13F-HR Timeline Quadcap Wealth Management, LLC More: the full row for Quadcap Wealth Management, LLC 3,935 $1.92M 0.23% -125 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 3,909 $1.9M 0.17% +32 13F-HR Timeline Bellwether Advisors, LLC More: the full row for Bellwether Advisors, LLC 3,901 $1.9M 0.31% -1,151 13F-HR Timeline Skylands Capital, LLC More: the full row for Skylands Capital, LLC 3,880 $1.89M 0.26% +1,945 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 3,860 $1.88M 0.1% +589 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 3,845 $1.87M 0.09% +339 13F-HR Timeline EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 3,845 $1.87M 0.02% +3,651 13F-HR Timeline Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 3,843 $1.87M 0.02% +43 13F-HR Timeline Group Madison Asset Management, LLC in group Madison Asset Management, LLC More: the full row for Madison Asset Management, LLC 3,817 $1.86M 0.02% -2 13F-HR Timeline Group Hamilton Point Investment Advisors, LLC More: the full row for Hamilton Point Investment Advisors, LLC 3,808 $1.85M 0.29% 0 13F-HR Timeline DAVIS R M INC More: the full row for DAVIS R M INC 3,807 $1.85M 0.03% -145 13F-HR Timeline CapitalatWork S.A. in group CapitalatWork S.A. More: the full row for CapitalatWork S.A. 3,800 $1.85M 0.05% 0 13F-HR Timeline Group Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 3,793 $1.85M 0.01% +186 13F-HR Timeline Group GUYASUTA INVESTMENT ADVISORS INC More: the full row for GUYASUTA INVESTMENT ADVISORS INC 3,785 $1.84M 0.11% -11 13F-HR Timeline Hudson Bay Capital Management LP in group Hudson Bay Capital Management… More: the full row for Hudson Bay Capital Management LP 3,774 $1.84M 0.01% -25,982 13F-HR/A Timeline Group Eisler Capital Management Ltd. More: the full row for Eisler Capital Management Ltd. 3,600 $1.83M 0.04% +2,635 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 3,746 $1.82M 0.11% +274 13F-HR Timeline Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 3,746 $1.82M 0.17% +1,821 13F-HR Timeline American Trust More: the full row for American Trust 3,729 $1.81M 0.15% -11 13F-HR Timeline WESTPAC BANKING CORP in group WESTPAC BANKING CORP More: the full row for WESTPAC BANKING CORP 3,722 $1.81M 0.11% 0 13F-HR/A Timeline Group Trust Asset Management LLC More: the full row for Trust Asset Management LLC 3,668 $1.79M 0.12% 0 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 3,573 $1.78M 0.03% -322 13F-HR Timeline Lebenthal Global Advisors, LLC in group Lebenthal Global Advisors, LLC More: the full row for Lebenthal Global Advisors, LLC 3,601 $1.75M 0.31% +790 13F-HR Timeline Group LECAP ASSET MANAGEMENT LTD More: the full row for LECAP ASSET MANAGEMENT LTD 3,535 $1.72M 0.6% new 13F-HR Timeline BROADWATER CAPITAL MANAGEMENT LLC More: the full row for BROADWATER CAPITAL MANAGEMENT LLC 3,520 $1.71M 1.25% -1,852,541 13F-HR/A Timeline Virtus Investment Advisers, LLC group of 2 filers holding More: the full row for Virtus Investment Advisers, LLC 3,507 $1.71M +71 Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 3,485 $1.7M 0.11% +273 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 3,470 $1.69M 0.13% +505 13F-HR Timeline Barden Capital Management, Inc. More: the full row for Barden Capital Management, Inc. 3,464 $1.69M 1.4% +14 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 3,461 $1.68M 0.1% +109 13F-HR Timeline Boston Trust Walden Corp in group Boston Trust Walden Corp More: the full row for Boston Trust Walden Corp 3,430 $1.67M 0.01% +15 13F-HR Timeline Group Nicholson Wealth Management Group, LLC More: the full row for Nicholson Wealth Management Group, LLC 3,422 $1.67M 0.98% +197 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 3,406 $1.66M 0.01% -119 13F-HR Timeline OXFORD ASSET MANAGEMENT LLP More: the full row for OXFORD ASSET MANAGEMENT LLP 3,396 $1.65M 0.54% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Oak Thistle LLC More: the full row for Oak Thistle LLC 3,351 $1.63M 0.25% -693 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 3,338 $1.62M 0.02% +240 13F-HR Timeline Group TEALWOOD ASSET MANAGEMENT INC More: the full row for TEALWOOD ASSET MANAGEMENT INC 3,337 $1.62M 0.66% -54 13F-HR Timeline GENEVA CAPITAL MANAGEMENT LLC More: the full row for GENEVA CAPITAL MANAGEMENT LLC 3,331 $1.62M 0.03% +539 13F-HR Timeline Evercore Wealth Management, LLC More: the full row for Evercore Wealth Management, LLC 3,283 $1.6M 0.02% 0 13F-HR Timeline United Asset Strategies, Inc. More: the full row for United Asset Strategies, Inc. 3,271 $1.59M 0.13% -106 13F-HR Timeline Caliber Wealth Management, LLC / KS More: the full row for Caliber Wealth Management, LLC / KS 3,226 $1.57M 0.18% -178 13F-HR Timeline SILVERLAKE WEALTH MANAGEMENT LLC More: the full row for SILVERLAKE WEALTH MANAGEMENT LLC 3,226 $1.57M 0.39% -3 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 3,223 $1.57M 0.08% +20 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 3,163 $1.54M 0.16% -2 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 3,149 $1.53M 0.05% -9,008 13F-HR Timeline Group COMMERZBANK AKTIENGESELLSCHAFT /FI More: the full row for COMMERZBANK AKTIENGESELLSCHAFT /FI 3,126 $1.52M 0.03% 0 13F-HR Timeline NorthCrest Asset Manangement, LLC More: the full row for NorthCrest Asset Manangement, LLC 3,152 $1.52M 0.04% +91 13F-HR Timeline Citrine Capital LLC More: the full row for Citrine Capital LLC 3,111 $1.51M 0.7% -40 13F-HR Timeline Reynders McVeigh Capital Management, LLC More: the full row for Reynders McVeigh Capital Management, LLC 3,111 $1.51M 0.07% +4 13F-HR Timeline Diversify Advisory Services, LLC in group Diversify Advisory Services, … More: the full row for Diversify Advisory Services, LLC 3,041 $1.51M 0.05% -354 13F-HR Timeline Group Ascentis Wealth Management, LLC group of 2 filers holding More: the full row for Ascentis Wealth Management, LLC 3,096 $1.51M -31 Timeline Gryphon Financial Partners LLC More: the full row for Gryphon Financial Partners LLC 3,056 $1.49M 0.17% +648 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 3,051 $1.48M 0.15% +66 13F-HR Timeline Motiv8 Investments LLC More: the full row for Motiv8 Investments LLC 3,033 $1.48M 0.79% +555 13F-HR Timeline WoodTrust Financial Corp in group WoodTrust Financial Corp More: the full row for WoodTrust Financial Corp 3,024 $1.47M 0.18% 0 13F-HR Timeline Group Polymer Capital Management (US) LLC More: the full row for Polymer Capital Management (US) LLC 3,014 $1.47M 0.19% new 13F-HR Timeline TRUST CO OF OKLAHOMA More: the full row for TRUST CO OF OKLAHOMA 3,010 $1.46M 0.43% +51 13F-HR Timeline TRANSATLANTIQUE PRIVATE WEALTH LLC More: the full row for TRANSATLANTIQUE PRIVATE WEALTH LLC 3,009 $1.46M 0.48% +101 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 3,001 $1.46M 0.21% -44 13F-HR Timeline Group AIMZ Investment Advisors, LLC More: the full row for AIMZ Investment Advisors, LLC 2,996 $1.46M 0.46% 0 13F-HR Timeline Harfst & Associates, Inc. More: the full row for Harfst & Associates, Inc. 2,996 $1.46M 0.27% +52 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 2,979 $1.45M 0.12% +81 13F-HR Timeline CORNERCAP INVESTMENT COUNSEL INC More: the full row for CORNERCAP INVESTMENT COUNSEL INC 2,978 $1.45M 0.72% -50 13F-HR Timeline COMPASS CAPITAL MANAGEMENT, INC More: the full row for COMPASS CAPITAL MANAGEMENT, INC 2,976 $1.45M 0.08% 0 13F-HR Timeline Strengthening Families & Communities, L… More: the full row for Strengthening Families & Communities, LLC 2,938 $1.45M 0.32% +92 13F-HR Timeline NICHOLS & PRATT ADVISERS LLP /MA in group NICHOLS & PRATT ADVISERS LLP … More: the full row for NICHOLS & PRATT ADVISERS LLP /MA 2,962 $1.44M 0.09% 0 13F-HR Timeline Group NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 2,959 $1.44M 0.09% +20 13F-HR Timeline Lokken Investment Group LLC More: the full row for Lokken Investment Group LLC 2,950 $1.44M 0.49% +15 13F-HR Timeline Cadence Bank More: the full row for Cadence Bank 2,931 $1.43M 0.09% -38 13F-HR Timeline GM Advisory Group, LLC More: the full row for GM Advisory Group, LLC 2,921 $1.42M 0.06% -66 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 2,915 $1.42M 0.06% +213 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 2,910 $1.42M 0.12% -134 13F-HR Timeline Group Bowman & Co S.C. More: the full row for Bowman & Co S.C. 2,882 $1.41M 0.59% -15 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 2,883 $1.39M 0.03% -57 13F-HR/A Timeline FOSTER DYKEMA CABOT & PARTNERS, LLC More: the full row for FOSTER DYKEMA CABOT & PARTNERS, LLC 2,859 $1.39M 0.09% 0 13F-HR Timeline CITY HOLDING CO More: the full row for CITY HOLDING CO 2,847 $1.39M 0.17% +131 13F-HR Timeline OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 2,846 $1.39M 0.02% -222 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 2,829 $1.38M 0.05% +61 13F-HR Timeline Thomasville National Bank More: the full row for Thomasville National Bank 2,828 $1.38M 0.09% -230 13F-HR Timeline Capula Management Ltd in group Capula Management Ltd More: the full row for Capula Management Ltd 2,819 $1.37M 0.01% +2,700 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. Souders Financial Advisors More: the full row for Souders Financial Advisors 2,818 $1.37M 0.16% -9 13F-HR Timeline KIRTLAND HILLS CAPITAL MANAGEMENT, LLC More: the full row for KIRTLAND HILLS CAPITAL MANAGEMENT, LLC 2,796 $1.36M 0.54% +181 13F-HR Timeline COZAD ASSET MANAGEMENT INC More: the full row for COZAD ASSET MANAGEMENT INC 2,793 $1.36M 0.11% -127 13F-HR Timeline River Wealth Advisors LLC More: the full row for River Wealth Advisors LLC 2,784 $1.36M 0.16% 0 13F-HR Timeline