Belvedere Trading LLC More: the full row for Belvedere Trading LLC 105,417 $65.1M 5.13% -476,680 13F-HR Timeline REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 105,309 $65.1M 0.45% +6,027 13F-HR Timeline Group Westshore Wealth, LLC More: the full row for Westshore Wealth, LLC 105,072 $64.9M 24.9% -1,665 13F-HR Timeline GREENLEAF TRUST More: the full row for GREENLEAF TRUST 104,448 $64.5M 0.57% -1,957 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 104,232 $64.4M 0.45% +8,192 13F-HR Timeline Chevy Chase Trust Holdings, LLC in group Chevy Chase Trust Holdings, L… More: the full row for Chevy Chase Trust Holdings, LLC 104,050 $64.3M 0.19% -7,509 13F-HR Timeline Group Senator Investment Group LP More: the full row for Senator Investment Group LP 104,000 $64.3M 2.48% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. OMERS ADMINISTRATION Corp More: the full row for OMERS ADMINISTRATION Corp 103,835 $64.2M 0.5% 0 13F-HR Timeline Socha Financial Group, LLC More: the full row for Socha Financial Group, LLC 103,166 $63.7M 28.38% new 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 102,972 $63.6M 1.75% +10,197 13F-HR Timeline Shepherd Financial Partners LLC More: the full row for Shepherd Financial Partners LLC 102,420 $63.3M 6.69% +518 13F-HR Timeline Graypoint LLC More: the full row for Graypoint LLC 101,761 $62.9M 3.54% -304 13F-HR Timeline Eisler Capital Management Ltd. More: the full row for Eisler Capital Management Ltd. 101,272 $62.6M 2.15% +101,140 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 101,217 $62.5M 1.11% -7,598 13F-HR Timeline LGL PARTNERS, LLC More: the full row for LGL PARTNERS, LLC 98,901 $62.5M 27.76% +176 13F-HR Timeline NOVARE CAPITAL MANAGEMENT LLC More: the full row for NOVARE CAPITAL MANAGEMENT LLC 100,573 $62.1M 5.05% -1,442 13F-HR Timeline Soundwatch Capital LLC More: the full row for Soundwatch Capital LLC 12,106,905 $62M 11.01% +12,050,220 13F-HR Timeline SIMPLEX TRADING, LLC More: the full row for SIMPLEX TRADING, LLC 100,129 $61.9M 1.67% new 13F-HR Timeline PROFFITT & GOODSON INC More: the full row for PROFFITT & GOODSON INC 98,764 $61M 9.3% +64 13F-HR Timeline SAPIENT CAPITAL LLC More: the full row for SAPIENT CAPITAL LLC 98,213 $60.9M 1.09% +1,572 13F-HR Timeline Cynosure Group, LLC More: the full row for Cynosure Group, LLC 98,036 $60.6M 6.86% +34 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 97,956 $60.5M 1.37% +6,461 13F-HR Timeline Avanda Investment Management Pte. Ltd. More: the full row for Avanda Investment Management Pte. Ltd. 97,736 $60.4M 34.19% -148,342 13F-HR Timeline SteelPeak Wealth, LLC More: the full row for SteelPeak Wealth, LLC 97,132 $60.2M 2.35% +1,089 13F-HR Timeline Solitude Financial Services More: the full row for Solitude Financial Services 97,401 $60.2M 21.8% +604 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 95,031 $60.1M 5.48% +536 13F-HR Timeline Board of Trustees of The Leland Stanfor… More: the full row for Board of Trustees of The Leland Stanford Junior University 96,493 $59.6M 6.45% -849,599 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 96,140 $59.4M 8.4% +805 13F-HR Timeline Beacon Capital Management, Inc. More: the full row for Beacon Capital Management, Inc. 96,081 $59.4M 3.06% +71,958 13F-HR Timeline Atria Wealth Solutions, Inc. More: the full row for Atria Wealth Solutions, Inc. 94,897 $58.8M 1.33% -117,458 13F-HR Timeline CAPITAL ADVISORS INC/OK More: the full row for CAPITAL ADVISORS INC/OK 95,022 $58.7M 1.05% +56,295 13F-HR Timeline STOCK YARDS BANK & TRUST CO More: the full row for STOCK YARDS BANK & TRUST CO 94,884 $58.6M 1.96% -1,751 13F-HR Timeline Freedom Investment Management, Inc. More: the full row for Freedom Investment Management, Inc. 94,620 $58.5M 4.67% -3,044 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 94,502 $58.4M 0.72% +1,429 13F-HR Timeline Embree Financial Group More: the full row for Embree Financial Group 94,429 $58.3M 8.79% -1,435 13F-HR Timeline Summit Trail Advisors, LLC More: the full row for Summit Trail Advisors, LLC 94,037 $58.3M 1% +7,942 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 93,241 $57.6M 1.43% 13F-HR Timeline SFG Wealth Management, LLC. More: the full row for SFG Wealth Management, LLC. 92,889 $57.4M 34.68% +1,390 13F-HR Timeline BECKER CAPITAL MANAGEMENT INC More: the full row for BECKER CAPITAL MANAGEMENT INC 92,609 $57.4M 1.79% -638 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 92,490 $57.1M 0.25% -12,875 13F-HR Timeline Greenhouse Wealth Management, LLC More: the full row for Greenhouse Wealth Management, LLC 92,452 $57.1M 36.78% +4,619 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 92,033 $57M 1.98% +4,811 13F-HR Timeline Phoenix Financial Ltd. in group Phoenix Financial Ltd. More: the full row for Phoenix Financial Ltd. 92,016 $56.9M 0.75% +71,428 13F-HR Timeline Group Legacy Wealth Management, LLC / MS More: the full row for Legacy Wealth Management, LLC / MS 91,957 $56.8M 17.28% -4,828 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 91,913 $56.8M 2.42% -2,997 13F-HR Timeline J.Safra Asset Management Corp More: the full row for J.Safra Asset Management Corp 91,723 $56.7M 3.95% +585 13F-HR/A Timeline Calydon Capital More: the full row for Calydon Capital 93,444 $56.6M 5.55% +46,717 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 91,325 $56.4M 1.32% -9,874 13F-HR Timeline FIRST FINANCIAL BANK - TRUST DIVISION More: the full row for FIRST FINANCIAL BANK - TRUST DIVISION 91,122 $56.3M 4.95% +657 13F-HR Timeline CW Advisors, LLC More: the full row for CW Advisors, LLC 90,549 $55.9M 0.54% +16,379 13F-HR Timeline All Terrain Financial Advisors, LLC More: the full row for All Terrain Financial Advisors, LLC 89,949 $55.6M 20.16% +89 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 89,704 $55.4M 1.67% -4,777 13F-HR Timeline TORONTO DOMINION BANK in group TORONTO DOMINION BANK More: the full row for TORONTO DOMINION BANK 89,633 $55.4M 0.12% -109,228 13F-HR Timeline Group Granby Capital Management, LLC in group Granby Capital Management, LLC More: the full row for Granby Capital Management, LLC 89,500 $55.3M 30.87% 0 13F-HR Timeline Group BARINGS LLC in group BARINGS LLC More: the full row for BARINGS LLC 89,367 $55.2M 1.29% -22,216 13F-HR Timeline Group Global Endowment Management, LP in group Global Endowment Management, … More: the full row for Global Endowment Management, LP 89,363 $55.2M 7.35% +14,280 13F-HR Timeline Group Allie Family Office LLC More: the full row for Allie Family Office LLC 89,188 $55.2M 27.35% +7,005 13F-HR Timeline Choate Investment Advisors More: the full row for Choate Investment Advisors 88,550 $54.7M 1.19% -209 13F-HR Timeline POTENTIA WEALTH More: the full row for POTENTIA WEALTH 88,366 $54.6M 31.11% +1,408 13F-HR Timeline CUMBERLAND ADVISORS INC More: the full row for CUMBERLAND ADVISORS INC 88,318 $54.6M 22.96% +1,570 13F-HR Timeline Stone House Investment Management, LLC More: the full row for Stone House Investment Management, LLC 87,363 $54M 9.92% -5,144 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 86,408 $53.4M 2.22% -13,838 13F-HR Timeline Waldron Private Wealth LLC More: the full row for Waldron Private Wealth LLC 86,405 $53.4M 2.33% -1,698 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 86,255 $53.3M 1.52% +25,854 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 82,514 $52.3M 1.51% -314 13F-HR Timeline Heck Capital Advisors, LLC More: the full row for Heck Capital Advisors, LLC 84,630 $52.3M 4.5% new 13F-HR Timeline PRINCIPAL FINANCIAL GROUP INC group of 2 filers holding More: the full row for PRINCIPAL FINANCIAL GROUP INC 84,628 $52.3M +178 Timeline First National Trust Co More: the full row for First National Trust Co 84,083 $52M 1.94% -2,081 13F-HR Timeline 4Thought Financial Group Inc. More: the full row for 4Thought Financial Group Inc. 83,998 $51.9M 27.57% -4,278 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 83,970 $51.9M 0.51% +1,503 13F-HR Timeline Nicholas Hoffman & Company, LLC. More: the full row for Nicholas Hoffman & Company, LLC. 83,809 $51.8M 1.34% -35 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 83,643 $51.7M 1.42% -2,281 13F-HR Timeline Arkos Global Advisors More: the full row for Arkos Global Advisors 83,419 $51.5M 7.15% -8,872 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 83,135 $51.4M 0.74% +81,898 13F-HR Timeline MATAURO, LLC More: the full row for MATAURO, LLC 82,357 $50.9M 9.55% +1,102 13F-HR Timeline AUA CAPITAL MANAGEMENT, LLC More: the full row for AUA CAPITAL MANAGEMENT, LLC 82,299 $50.8M 30.37% +1,426 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 81,965 $50.6M 2.09% -1,083 13F-HR Timeline Arvest Bank Trust Division More: the full row for Arvest Bank Trust Division 81,550 $50.4M 2.94% -172 13F-HR Timeline Proficio Capital Partners LLC More: the full row for Proficio Capital Partners LLC 12,786,846 $50.2M 3.13% +12,730,484 13F-HR Timeline Fiduciary Alliance LLC More: the full row for Fiduciary Alliance LLC 80,883 $50M 3.73% +5,518 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 80,851 $50M 4.29% +6,758 13F-HR Timeline Dakota Wealth Management More: the full row for Dakota Wealth Management 80,705 $49.9M 1.05% +5,182 13F-HR Timeline ALLSTATE CORP in group ALLSTATE CORP More: the full row for ALLSTATE CORP 80,594 $49.8M 3.59% -302,746 13F-HR Timeline Group Advisor Resource Council More: the full row for Advisor Resource Council 80,590 $49.8M 24.44% -88,189 13F-HR Timeline Simmons Bank in group Simmons Bank More: the full row for Simmons Bank 80,480 $49.7M 3.54% -3,160 13F-HR Timeline Group Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 80,151 $49.5M 0.99% -4,518 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 80,134 $49.5M 0.4% -2,887 13F-HR Timeline Group FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 80,055 $49.5M 2.34% +184 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 80,037 $49.5M 0.55% +3,048 13F-HR Timeline Anchor Capital Management Group Inc More: the full row for Anchor Capital Management Group Inc 80,000 $49.4M 22.98% 0 13F-HR Timeline PINKERTON WEALTH, LLC More: the full row for PINKERTON WEALTH, LLC 79,635 $49.2M 5.87% -142,274 13F-HR Timeline Marathon Trading Investment Management … in group Marathon Trading Investment M… More: the full row for Marathon Trading Investment Management LLC 79,631 $49.2M 29.51% +65,854 13F-HR Timeline Group Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 79,400 $49.1M 2% +2,887 13F-HR Timeline Dean, Jacobson Financial Services, LLC More: the full row for Dean, Jacobson Financial Services, LLC 79,271 $49M 37.87% -18,350 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 79,045 $48.8M 2.45% +2,251 13F-HR Timeline CONNORS INVESTOR SERVICES INC More: the full row for CONNORS INVESTOR SERVICES INC 78,691 $48.6M 4.31% -2,800 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 78,469 $48.5M 5.9% +56,705 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 78,334 $48.4M 1.27% -5,468 13F-HR Timeline Group Attessa Capital LLC More: the full row for Attessa Capital LLC 78,307 $48.4M 30.98% +15,506 13F-HR Timeline Public Sector Pension Investment Board More: the full row for Public Sector Pension Investment Board 78,198 $48.3M 0.21% -62,664 13F-HR Timeline CAPSTONE INVESTMENT ADVISORS, LLC in group CAPSTONE INVESTMENT ADVISORS,… More: the full row for CAPSTONE INVESTMENT ADVISORS, LLC 77,866 $48.1M 0.41% -338,456 13F-HR Timeline Group Galilei Investment Office LLP More: the full row for Galilei Investment Office LLP 77,655 $48M 24.4% 0 13F-HR Timeline Rathbones Group PLC More: the full row for Rathbones Group PLC 76,858 $47.5M 0.2% +693 13F-HR Timeline Generali Investments CEE, investicni sp… More: the full row for Generali Investments CEE, investicni spolecnost, a.s. 76,800 $47.5M 3.9% 0 13F-HR Timeline FLPUTNAM INVESTMENT MANAGEMENT CO More: the full row for FLPUTNAM INVESTMENT MANAGEMENT CO 76,605 $47.3M 0.81% +2,019 13F-HR Timeline Lazard Freres Gestion S.A.S. More: the full row for Lazard Freres Gestion S.A.S. 76,495 $47.3M 0.99% -1,918 13F-HR Timeline KALEIDOSCOPE CAPITAL LP More: the full row for KALEIDOSCOPE CAPITAL LP 75,906 $46.9M 18.62% +224 13F-HR Timeline SILVERCREST ASSET MANAGEMENT GROUP LLC More: the full row for SILVERCREST ASSET MANAGEMENT GROUP LLC 75,888 $46.9M 0.31% +40,358 13F-HR Timeline Maven Securities LTD in group Maven Securities LTD More: the full row for Maven Securities LTD 75,747 $46.8M 12.12% +20,978 13F-HR Timeline Group Aristides Capital LLC More: the full row for Aristides Capital LLC 75,546 $46.7M 14.87% +38,207 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 75,351 $46.5M 0.36% +18,631 13F-HR Timeline WOODARD & CO ASSET MANAGEMENT GROUP INC… More: the full row for WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV 75,285 $46.5M 8.54% -15,022 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 75,265 $46.5M 0.79% +71 13F-HR Timeline Systematic Alpha Investments, LLC More: the full row for Systematic Alpha Investments, LLC 75,170 $46.4M 1.65% 0 13F-HR Timeline Black Swift Group, LLC More: the full row for Black Swift Group, LLC 75,000 $46.3M 9.35% +24,251 13F-HR Timeline Capasso Planning Partners LLC More: the full row for Capasso Planning Partners LLC 74,791 $46.2M 26.14% -19,922 13F-HR Timeline Argent Trust Co More: the full row for Argent Trust Co 74,773 $46.2M 1.74% +1,431 13F-HR Timeline Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 74,178 $45.8M 3.08% -916 13F-HR Timeline Carnegie Investment Counsel More: the full row for Carnegie Investment Counsel 73,852 $45.6M 0.92% -600 13F-HR Timeline Navigation Wealth Management, Inc. More: the full row for Navigation Wealth Management, Inc. 73,839 $45.6M 67.18% +71,213 13F-HR Timeline Beacon Bank & Trust More: the full row for Beacon Bank & Trust 73,554 $45.4M 10.37% -4,839 13F-HR Timeline King Wealth Management Group More: the full row for King Wealth Management Group 73,288 $45.3M 6.14% +17,828 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 73,142 $45.2M 3.57% +17,284 13F-HR Timeline UNIQUE WEALTH, LLC More: the full row for UNIQUE WEALTH, LLC 72,846 $45M 7.27% +14,786 13F-HR Timeline Kozak & Associates, Inc. More: the full row for Kozak & Associates, Inc. 71,606 $44.7M 9.11% -712 13F-HR Timeline ELEMENT POINTE ADVISORS, LLC More: the full row for ELEMENT POINTE ADVISORS, LLC 72,205 $44.6M 10.79% -51 13F-HR Timeline RETIREMENT INCOME SOLUTIONS, INC More: the full row for RETIREMENT INCOME SOLUTIONS, INC 71,881 $44.4M 8.15% -503 13F-HR Timeline Seven Post Investment Office LP More: the full row for Seven Post Investment Office LP 71,865 $44.4M 16.73% +1,445 13F-HR Timeline Atlantic Private Wealth, LLC More: the full row for Atlantic Private Wealth, LLC 71,325 $44.1M 29.57% -1,558 13F-HR Timeline Allspring Global Investments Holdings, … in group Allspring Global Investments … More: the full row for Allspring Global Investments Holdings, LLC 70,916 $43.8M 0.07% +18,002 13F-HR Timeline Group Lutz Financial Services LLC More: the full row for Lutz Financial Services LLC 70,703 $43.7M 3.39% -2,794 13F-HR Timeline Woodline Partners LP More: the full row for Woodline Partners LP 70,255 $43.4M 0.23% +57,465 13F-HR Timeline KLINGENSTEIN FIELDS & CO LP More: the full row for KLINGENSTEIN FIELDS & CO LP 70,151 $43.3M 1.72% -3,450 13F-HR Timeline Gladius Capital Management LP More: the full row for Gladius Capital Management LP 70,044 $43.3M 67.82% new 13F-HR Timeline Schusterman Interests, LLC More: the full row for Schusterman Interests, LLC 69,517 $43M 65.47% 0 13F-HR Timeline Financial Advocates Investment Manageme… More: the full row for Financial Advocates Investment Management 69,158 $42.7M 3.49% -5,831 13F-HR Timeline TEXAS PERMANENT SCHOOL FUND CORP More: the full row for TEXAS PERMANENT SCHOOL FUND CORP 68,787 $42.5M 1.43% +67,957 13F-HR/A Timeline Anfield Capital Management, LLC in group Anfield Capital Management, L… More: the full row for Anfield Capital Management, LLC 68,463 $42.3M 14% -558 13F-HR Timeline Group ZEGA Investments, LLC More: the full row for ZEGA Investments, LLC 67,716 $41.8M 10.5% +12,269 13F-HR Timeline CANANDAIGUA NATIONAL BANK & TRUST CO in group CANANDAIGUA NATIONAL BANK & T… More: the full row for CANANDAIGUA NATIONAL BANK & TRUST CO 67,503 $41.7M 3.86% -1,007 13F-HR Timeline Group HENGEHOLD CAPITAL MANAGEMENT LLC More: the full row for HENGEHOLD CAPITAL MANAGEMENT LLC 67,447 $41.7M 3.8% +3,526 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 67,201 $41.5M 1.05% +4,547 13F-HR Timeline Wallace Hart LLC More: the full row for Wallace Hart LLC 66,600 $41.1M 32.74% +65,917 13F-HR Timeline Bluespring Wealth Management, LLC More: the full row for Bluespring Wealth Management, LLC 66,251 $41M 3.9% -128 13F-HR Timeline YOUSIF CAPITAL MANAGEMENT, LLC More: the full row for YOUSIF CAPITAL MANAGEMENT, LLC 66,074 $40.8M 0.44% -27,978 13F-HR Timeline WASHINGTON GROWTH STRATEGIES LLC More: the full row for WASHINGTON GROWTH STRATEGIES LLC 65,925 $40.7M 31.12% +65,366 13F-HR Timeline Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 65,799 $40.7M 3.18% -7,497 13F-HR Timeline Shilanski & Associates, Inc. More: the full row for Shilanski & Associates, Inc. 65,727 $40.6M 11.6% +1,685 13F-HR Timeline Kera Capital Partners, Inc. More: the full row for Kera Capital Partners, Inc. 65,663 $40.6M 7.99% +11,005 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 65,616 $40.5M 2.83% +268 13F-HR Timeline Inscription Capital, LLC More: the full row for Inscription Capital, LLC 65,571 $40.5M 5.84% +152 13F-HR Timeline Clear Harbor Asset Management, LLC More: the full row for Clear Harbor Asset Management, LLC 65,404 $40.4M 3.04% +1,006 13F-HR Timeline GREENBERG FINANCIAL GROUP More: the full row for GREENBERG FINANCIAL GROUP 53,837 $40.2M 15.08% +361 13F-HR Timeline OLYMPUS WEALTH MANAGEMENT, LLC More: the full row for OLYMPUS WEALTH MANAGEMENT, LLC 65,023 $40.2M 13.5% -127 13F-HR Timeline Trinity Financial Advisors LLC More: the full row for Trinity Financial Advisors LLC 64,837 $40.2M 12.3% -6 13F-HR Timeline Archon Partners LLC More: the full row for Archon Partners LLC 65,000 $40.2M 4.63% +15,900 13F-HR Timeline WASHBURN CAPITAL MANAGEMENT, INC. More: the full row for WASHBURN CAPITAL MANAGEMENT, INC. 64,866 $40.1M 23.5% -651 13F-HR Timeline Commonwealth Financial Services, LLC More: the full row for Commonwealth Financial Services, LLC 64,836 $40.1M 7.71% +634 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 64,647 $39.9M 1.43% -25,305 13F-HR Timeline Group Caldwell Trust Co More: the full row for Caldwell Trust Co 64,404 $39.8M 3.98% -715 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 64,154 $39.6M 0.44% +6,795 13F-HR Timeline PITCAIRN CO in group PITCAIRN CO More: the full row for PITCAIRN CO 64,057 $39.6M 2.59% +2,422 13F-HR/A Timeline Group Verger Capital Management LLC More: the full row for Verger Capital Management LLC 63,734 $39.4M 15.49% +40 13F-HR Timeline Tiller Private Wealth, Inc. More: the full row for Tiller Private Wealth, Inc. 63,648 $39.3M 14.95% -1,824 13F-HR Timeline FARMERS TRUST CO More: the full row for FARMERS TRUST CO 63,294 $39.1M 7.3% -13,097 13F-HR Timeline GUIDANCE CAPITAL, INC More: the full row for GUIDANCE CAPITAL, INC 62,896 $39.1M 11.16% +60,370 13F-HR Timeline Curtis Advisory Group, LLC More: the full row for Curtis Advisory Group, LLC 63,270 $39.1M 9.82% -24,308 13F-HR Timeline Apollon Wealth Management, LLC group of 2 filers holding More: the full row for Apollon Wealth Management, LLC 62,722 $38.8M -3,769 Timeline Aspen Grove Capital, LLC More: the full row for Aspen Grove Capital, LLC 62,474 $38.7M 6.58% +47 13F-HR Timeline LM Advisors LLC More: the full row for LM Advisors LLC 62,634 $38.7M 4.98% -417 13F-HR Timeline AXA S.A. in group AXA S.A. More: the full row for AXA S.A. 62,429 $38.6M 0.11% 0 13F-HR Timeline Group CULLINAN ASSOCIATES INC More: the full row for CULLINAN ASSOCIATES INC 62,181 $38.4M 2.53% +135 13F-HR Timeline IPG Investment Advisors LLC More: the full row for IPG Investment Advisors LLC 62,003 $38.4M 7.5% -949 13F-HR Timeline MTC Wealth Management LLC More: the full row for MTC Wealth Management LLC 62,086 $38.4M 18.43% -1,728 13F-HR Timeline Safeguard Investment Advisory Group, LLC More: the full row for Safeguard Investment Advisory Group, LLC 61,956 $38.3M 9.56% +1,634 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 61,227 $37.8M 1.74% +51,231 13F-HR Timeline Associated Banc-Corp in group Associated Banc-Corp More: the full row for Associated Banc-Corp 61,042 $37.7M 1.07% -28 13F-HR Timeline Group Mechanics Bank Trust Department More: the full row for Mechanics Bank Trust Department 61,012 $37.7M 5.4% -13,202 13F-HR Timeline ASPIRIANT, LLC More: the full row for ASPIRIANT, LLC 61,012 $37.7M 1.2% +656 13F-HR Timeline Laird Norton Wetherby Wealth Management… More: the full row for Laird Norton Wetherby Wealth Management, LLC 61,002 $37.7M 1.68% 13F-HR Timeline Wealth Advisory Solutions, LLC More: the full row for Wealth Advisory Solutions, LLC 60,784 $37.6M 9.51% -245 13F-HR Timeline Jackson, Grant Investment Advisers, Inc. More: the full row for Jackson, Grant Investment Advisers, Inc. 60,731 $37.5M 13.78% +201 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 60,616 $37.5M 1.21% -3,348 13F-HR Timeline Yelin Lapidot Holdings Management Ltd. in group Yelin Lapidot Holdings Manage… More: the full row for Yelin Lapidot Holdings Management Ltd. 60,595 $37.4M 6.84% +5,185 13F-HR Timeline Group Atlas Private Wealth Advisors More: the full row for Atlas Private Wealth Advisors 60,559 $37.4M 4.82% -2,826 13F-HR Timeline First Nebraska Trust Co More: the full row for First Nebraska Trust Co 61,919 $37.2M 3.56% +1,682 13F-HR Timeline QVR LLC More: the full row for QVR LLC 59,906 $37M 37.3% new 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 59,826 $37M 1.49% +8,512 13F-HR Timeline Cercano Management LLC More: the full row for Cercano Management LLC 59,481 $36.8M 1.05% -81,593 13F-HR Timeline HANOVER ADVISORS INC More: the full row for HANOVER ADVISORS INC 59,349 $36.7M 14.95% -1,440 13F-HR Timeline BANK HAPOALIM BM in group BANK HAPOALIM BM More: the full row for BANK HAPOALIM BM 59,181 $36.6M 4.99% +38 13F-HR Timeline Group Humankind Investments LLC More: the full row for Humankind Investments LLC 59,140 $36.5M 8.91% 0 13F-HR Timeline Crescent Grove Advisors, LLC More: the full row for Crescent Grove Advisors, LLC 58,963 $36.5M 3.54% +3,978 13F-HR Timeline ADIRONDACK TRUST CO More: the full row for ADIRONDACK TRUST CO 58,914 $36.4M 13.22% +2,909 13F-HR Timeline Lebenthal Global Advisors, LLC in group Lebenthal Global Advisors, LLC More: the full row for Lebenthal Global Advisors, LLC 58,729 $36.3M 6.77% -11,752 13F-HR Timeline Group Midwest Professional Planners, LTD. More: the full row for Midwest Professional Planners, LTD. 58,572 $36.2M 9.53% +301 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 58,567 $36.2M 0.61% +30,190 13F-HR Timeline Tyche Wealth Partners LLC More: the full row for Tyche Wealth Partners LLC 58,523 $36.2M 7.26% +1,384 13F-HR Timeline McElhenny Sheffield Capital Management,… More: the full row for McElhenny Sheffield Capital Management, LLC 58,229 $36M 9.59% +53,695 13F-HR/A Timeline KING LUTHER CAPITAL MANAGEMENT CORP More: the full row for KING LUTHER CAPITAL MANAGEMENT CORP 58,163 $35.9M 0.16% -426 13F-HR Timeline