Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 103,308 $68.9M 1.17% -9,586 13F-HR Timeline CONNING INC. in group CONNING INC. More: the full row for CONNING INC. 103,327 $68.8M 2.29% -53,306 13F-HR Timeline Group D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 102,208 $68.1M 0.44% -2,024 13F-HR Timeline Shepherd Financial Partners LLC More: the full row for Shepherd Financial Partners LLC 102,156 $68.1M 6.48% -264 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 101,813 $67.8M 6.47% +5,673 13F-HR Timeline Westshore Wealth, LLC More: the full row for Westshore Wealth, LLC 101,350 $67.5M 23.07% -3,722 13F-HR Timeline Socha Financial Group, LLC More: the full row for Socha Financial Group, LLC 101,183 $67.4M 28.47% -1,983 13F-HR Timeline Fort Point Capital Partners LLC More: the full row for Fort Point Capital Partners LLC 100,772 $67.3M 8.55% -92,142 13F-HR Timeline Atom Investors LP More: the full row for Atom Investors LP 101,039 $67.3M 5.1% +87,731 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 100,853 $67.2M 0.18% -3,197 13F-HR Timeline Group Limestone Investment Advisors LP More: the full row for Limestone Investment Advisors LP 100,305 $66.8M 29.96% -68,339 13F-HR Timeline NEW ENGLAND ASSET MANAGEMENT INC More: the full row for NEW ENGLAND ASSET MANAGEMENT INC 100,204 $66.8M 8.72% -16,220 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 122,094 $66.7M 1.32% -37,852 13F-HR Timeline Dakota Wealth Management More: the full row for Dakota Wealth Management 99,364 $66.2M 1.34% +18,659 13F-HR/A Timeline LGL PARTNERS, LLC More: the full row for LGL PARTNERS, LLC 98,869 $66M 28.13% -32 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 98,629 $65.7M 2.51% +12,221 13F-HR Timeline Cynosure Group, LLC More: the full row for Cynosure Group, LLC 98,568 $65.7M 7.13% +532 13F-HR/A Timeline REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 98,143 $65.4M 0.43% -7,166 13F-HR/A Timeline Group Canada Post Corp Registered Pension Plan More: the full row for Canada Post Corp Registered Pension Plan 98,414 $65.3M 2.89% -331,692 13F-HR Timeline SOROS FUND MANAGEMENT LLC in group SOROS FUND MANAGEMENT LLC More: the full row for SOROS FUND MANAGEMENT LLC 97,778 $65.1M 1.03% +50,000 13F-HR Timeline Group Murchinson Ltd. More: the full row for Murchinson Ltd. 97,500 $65M 12.56% new 13F-HR Timeline SAPIENT CAPITAL LLC More: the full row for SAPIENT CAPITAL LLC 97,356 $64.8M 1% -857 13F-HR Timeline USA FINANCIAL FORMULAS More: the full row for USA FINANCIAL FORMULAS 97,160 $64.7M 11.4% -11,436 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 96,673 $64.4M 1.3% -1,283 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 96,429 $64.2M 0.74% +1,927 13F-HR Timeline Moran Wealth Management, LLC More: the full row for Moran Wealth Management, LLC 95,796 $63.8M 1.92% +50,604 13F-HR Timeline Balyasny Asset Management L.P. in group Balyasny Asset Management More: the full row for Balyasny Asset Management L.P. 95,594 $63.7M 0.13% -366,365 13F-HR Timeline Group FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 95,165 $63.4M 4.95% +134 13F-HR Timeline SFG Wealth Management, LLC. More: the full row for SFG Wealth Management, LLC. 94,931 $63.2M 27.39% +2,042 13F-HR Timeline CAPITAL ADVISORS INC/OK More: the full row for CAPITAL ADVISORS INC/OK 104,792 $63.2M 1.06% +9,770 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 94,550 $63M 1.41% +1,309 13F-HR Timeline Summit Trail Advisors, LLC More: the full row for Summit Trail Advisors, LLC 93,751 $62.6M 0.87% -286 13F-HR Timeline Phoenix Financial Ltd. in group Phoenix Financial Ltd. More: the full row for Phoenix Financial Ltd. 92,055 $61.4M 0.75% +39 13F-HR/A Timeline Group Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 92,091 $61.3M 2.35% +178 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 91,744 $61.1M 3.76% -16,168 13F-HR Timeline STOCK YARDS BANK & TRUST CO More: the full row for STOCK YARDS BANK & TRUST CO 91,593 $61M 1.91% -3,291 13F-HR Timeline Choate Investment Advisors More: the full row for Choate Investment Advisors 91,351 $60.9M 1.26% +2,801 13F-HR Timeline Greenhouse Wealth Management, LLC More: the full row for Greenhouse Wealth Management, LLC 90,914 $60.6M 36.37% -1,538 13F-HR Timeline CUMBERLAND ADVISORS INC More: the full row for CUMBERLAND ADVISORS INC 90,893 $60.6M 23.24% +2,575 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 90,881 $60.5M 2.75% +11,836 13F-HR Timeline POTENTIA WEALTH More: the full row for POTENTIA WEALTH 90,501 $60.3M 23% +2,135 13F-HR Timeline FIRST FINANCIAL BANK - TRUST DIVISION More: the full row for FIRST FINANCIAL BANK - TRUST DIVISION 90,274 $60.1M 5.14% -848 13F-HR Timeline Blackstone Inc. in group Blackstone Inc. More: the full row for Blackstone Inc. 90,223 $60.1M 0.26% +88,276 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. Black Swift Group, LLC More: the full row for Black Swift Group, LLC 89,750 $59.8M 10.54% +14,750 13F-HR Timeline Woodline Partners LP More: the full row for Woodline Partners LP 89,607 $59.7M 0.28% +19,352 13F-HR Timeline All Terrain Financial Advisors, LLC More: the full row for All Terrain Financial Advisors, LLC 89,547 $59.7M 19.24% -402 13F-HR Timeline Granby Capital Management, LLC in group Granby Capital Management, LLC More: the full row for Granby Capital Management, LLC 89,500 $59.6M 31.66% 0 13F-HR Timeline Group KLINGENSTEIN FIELDS & CO LP More: the full row for KLINGENSTEIN FIELDS & CO LP 89,216 $59.4M 2.24% +19,065 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 89,050 $59.3M 1.21% -2,275 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 88,761 $59.1M 1.54% +2,506 13F-HR/A Timeline Stone House Investment Management, LLC More: the full row for Stone House Investment Management, LLC 88,454 $58.9M 9.93% +1,091 13F-HR Timeline Twin Tree Management, LP More: the full row for Twin Tree Management, LP 88,100 $58.7M 2.74% new 13F-HR Timeline WESTWOOD HOLDINGS GROUP INC in group WESTWOOD HOLDINGS GROUP INC More: the full row for WESTWOOD HOLDINGS GROUP INC 87,246 $58.1M 0.41% +30,359 13F-HR Timeline Group Sigma Planning Corp More: the full row for Sigma Planning Corp 87,103 $58M 1.65% -2,601 13F-HR Timeline Legacy Wealth Management, LLC / MS More: the full row for Legacy Wealth Management, LLC / MS 86,713 $57.8M 17.39% -5,244 13F-HR Timeline Waldron Private Wealth LLC More: the full row for Waldron Private Wealth LLC 85,968 $57.3M 2.32% -437 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 85,434 $56.9M 0.22% -7,056 13F-HR Timeline MATAURO, LLC More: the full row for MATAURO, LLC 85,422 $56.9M 9.04% +3,065 13F-HR Timeline Affinity Asset Advisors, LLC More: the full row for Affinity Asset Advisors, LLC 84,490 $56.3M 5.24% new 13F-HR Timeline Embree Financial Group More: the full row for Embree Financial Group 84,302 $56.2M 7.53% -10,127 13F-HR Timeline Nicholas Hoffman & Company, LLC. More: the full row for Nicholas Hoffman & Company, LLC. 83,862 $55.9M 1.35% +53 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 83,319 $55.5M 1.4% -324 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 83,109 $55.4M 0.4% +2,975 13F-HR Timeline Group PRINCIPAL FINANCIAL GROUP INC group of 2 filers holding More: the full row for PRINCIPAL FINANCIAL GROUP INC 82,984 $55.3M -1,644 Timeline Fiduciary Alliance LLC More: the full row for Fiduciary Alliance LLC 82,929 $55.2M 3.7% +2,046 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 82,851 $55.2M 1.35% +4,517 13F-HR Timeline Group Capital International Investors in group Capital International Investo… More: the full row for Capital International Investors 83,007 $55.1M 0.01% +37,349 13F-HR Timeline Group BECKER CAPITAL MANAGEMENT INC More: the full row for BECKER CAPITAL MANAGEMENT INC 82,265 $55M 1.61% -10,344 13F-HR Timeline 4Thought Financial Group Inc. More: the full row for 4Thought Financial Group Inc. 82,490 $55M 27.78% -1,508 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 82,421 $54.9M 0.83% +2,270 13F-HR Timeline AUA CAPITAL MANAGEMENT, LLC More: the full row for AUA CAPITAL MANAGEMENT, LLC 82,150 $54.7M 30.71% -149 13F-HR Timeline McAlister, Sweet & Associates, Inc. More: the full row for McAlister, Sweet & Associates, Inc. 80,945 $53.9M 35.61% +37,172 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 80,893 $53.9M 1.22% +13,692 13F-HR Timeline First National Trust Co More: the full row for First National Trust Co 80,823 $53.8M 1.84% -3,260 13F-HR Timeline Arkos Global Advisors More: the full row for Arkos Global Advisors 80,761 $53.8M 6.85% -2,658 13F-HR Timeline Attessa Capital LLC More: the full row for Attessa Capital LLC 80,443 $53.6M 31.58% +2,136 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 80,401 $53.6M 2.06% -1,564 13F-HR Timeline Dean, Jacobson Financial Services, LLC More: the full row for Dean, Jacobson Financial Services, LLC 80,398 $53.6M 38.92% +1,127 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 80,221 $53.4M 5.9% +1,752 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 80,175 $53.4M 2.32% +120 13F-HR Timeline Aristides Capital LLC More: the full row for Aristides Capital LLC 79,588 $53M 15.62% +4,042 13F-HR Timeline Arvest Bank Trust Division More: the full row for Arvest Bank Trust Division 79,404 $52.9M 2.93% -2,146 13F-HR Timeline Public Sector Pension Investment Board More: the full row for Public Sector Pension Investment Board 79,149 $52.7M 0.19% +951 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 76,246 $52.4M 1.37% -6,268 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 79,245 $52.4M 1.17% +28,964 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 78,372 $52.2M 3.16% +5,230 13F-HR Timeline Simmons Bank in group Simmons Bank More: the full row for Simmons Bank 78,201 $52.1M 3.47% -2,279 13F-HR Timeline Group FLPUTNAM INVESTMENT MANAGEMENT CO More: the full row for FLPUTNAM INVESTMENT MANAGEMENT CO 78,054 $52M 0.78% +1,449 13F-HR Timeline Aspen Grove Capital, LLC More: the full row for Aspen Grove Capital, LLC 77,616 $51.9M 8.72% +15,142 13F-HR Timeline Galilei Investment Office LLP More: the full row for Galilei Investment Office LLP 77,655 $51.7M 24.87% 0 13F-HR Timeline DRW Securities, LLC More: the full row for DRW Securities, LLC 77,723 $51.7M 2.66% +70,373 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 77,565 $51.7M 0.47% -6,405 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 77,234 $51.5M 0.81% +1,969 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 77,205 $51.4M 1.97% -2,195 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 77,082 $51.4M 1.24% -24,135 13F-HR/A Timeline Generali Investments CEE, investicni sp… More: the full row for Generali Investments CEE, investicni spolecnost, a.s. 76,800 $51.2M 3.89% 0 13F-HR Timeline Alphadyne Asset Management LP More: the full row for Alphadyne Asset Management LP 76,491 $51M 34.4% new 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 76,490 $51M 0.47% -3,547 13F-HR/A Timeline KALEIDOSCOPE CAPITAL LP More: the full row for KALEIDOSCOPE CAPITAL LP 76,122 $50.7M 14.49% +216 13F-HR Timeline Seven Post Investment Office LP More: the full row for Seven Post Investment Office LP 75,199 $50.1M 18.04% +3,334 13F-HR Timeline Rathbones Group PLC More: the full row for Rathbones Group PLC 75,171 $50.1M 0.2% -1,687 13F-HR Timeline Systematic Alpha Investments, LLC More: the full row for Systematic Alpha Investments, LLC 75,170 $50.1M 1.65% 0 13F-HR Timeline Anchor Capital Management Group Inc More: the full row for Anchor Capital Management Group Inc 75,000 $50M 25.29% -5,000 13F-HR Timeline UNIQUE WEALTH, LLC More: the full row for UNIQUE WEALTH, LLC 74,734 $49.8M 7.3% +1,888 13F-HR Timeline Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 74,513 $49.6M 3.18% +335 13F-HR Timeline THOR TRADING ADVISORS, LLC More: the full row for THOR TRADING ADVISORS, LLC 74,476 $49.6M 25.22% +51,744 13F-HR Timeline WOODARD & CO ASSET MANAGEMENT GROUP INC… More: the full row for WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV 73,768 $49.1M 7.98% -1,517 13F-HR Timeline Carnegie Investment Counsel More: the full row for Carnegie Investment Counsel 73,230 $48.8M 0.92% -622 13F-HR Timeline King Wealth Management Group More: the full row for King Wealth Management Group 72,891 $48.6M 6.1% -397 13F-HR Timeline Allie Family Office LLC More: the full row for Allie Family Office LLC 72,791 $48.5M 23.02% -16,397 13F-HR Timeline ELEMENT POINTE ADVISORS, LLC More: the full row for ELEMENT POINTE ADVISORS, LLC 72,136 $48.1M 10.24% -69 13F-HR Timeline RETIREMENT INCOME SOLUTIONS, INC More: the full row for RETIREMENT INCOME SOLUTIONS, INC 71,463 $47.6M 8.14% -418 13F-HR Timeline CONNORS INVESTOR SERVICES INC More: the full row for CONNORS INVESTOR SERVICES INC 71,391 $47.6M 4.05% -7,300 13F-HR Timeline Beacon Bank & Trust More: the full row for Beacon Bank & Trust 70,776 $47.1M 10.15% -2,778 13F-HR Timeline Commonwealth Financial Services, LLC More: the full row for Commonwealth Financial Services, LLC 70,616 $47M 8.05% +5,780 13F-HR Timeline PINKERTON WEALTH, LLC More: the full row for PINKERTON WEALTH, LLC 70,376 $46.9M 5.04% -9,259 13F-HR Timeline Atlantic Private Wealth, LLC More: the full row for Atlantic Private Wealth, LLC 70,133 $46.7M 30.19% -1,192 13F-HR Timeline Strategic Wealth Investment Group, LLC More: the full row for Strategic Wealth Investment Group, LLC 70,094 $46.7M 3.93% +66,946 13F-HR Timeline iA Global Asset Management Inc. More: the full row for iA Global Asset Management Inc. 70,037 $46.7M 0.64% +14,304 13F-HR Timeline Archon Partners LLC More: the full row for Archon Partners LLC 70,000 $46.6M 4.96% +5,000 13F-HR Timeline Lutz Financial Services LLC More: the full row for Lutz Financial Services LLC 69,715 $46.4M 3.36% -988 13F-HR Timeline HENGEHOLD CAPITAL MANAGEMENT LLC More: the full row for HENGEHOLD CAPITAL MANAGEMENT LLC 69,553 $46.3M 3.95% +2,106 13F-HR Timeline Anfield Capital Management, LLC in group Anfield Capital Management, L… More: the full row for Anfield Capital Management, LLC 69,414 $46.2M 13.61% +951 13F-HR Timeline Group Lazard Freres Gestion S.A.S. More: the full row for Lazard Freres Gestion S.A.S. 69,186 $46.1M 0.88% -7,309 13F-HR Timeline Kozak & Associates, Inc. More: the full row for Kozak & Associates, Inc. 69,086 $46M 9.06% -2,520 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 68,683 $45.8M 0.69% +10,116 13F-HR Timeline Wallace Hart LLC More: the full row for Wallace Hart LLC 68,646 $45.7M 33.64% +2,046 13F-HR Timeline LM Advisors LLC More: the full row for LM Advisors LLC 291,862 $45.4M 6.55% +229,228 13F-HR Timeline AXA S.A. in group AXA S.A. More: the full row for AXA S.A. 67,929 $45.3M 22.69% +5,500 13F-HR Timeline Group Shilanski & Associates, Inc. More: the full row for Shilanski & Associates, Inc. 67,803 $45.2M 12% +2,076 13F-HR Timeline CANANDAIGUA NATIONAL BANK & TRUST CO in group CANANDAIGUA NATIONAL BANK & T… More: the full row for CANANDAIGUA NATIONAL BANK & TRUST CO 67,090 $44.7M 3.93% -413 13F-HR Timeline Group Spectrum Strategic Capital Management, … More: the full row for Spectrum Strategic Capital Management, LLC 66,924 $44.6M 26.69% +25,401 13F-HR Timeline Inscription Capital, LLC More: the full row for Inscription Capital, LLC 66,709 $44.4M 4.79% +1,138 13F-HR Timeline Madison Asset Management, LLC in group Madison Asset Management, LLC More: the full row for Madison Asset Management, LLC 66,496 $44.3M 0.49% +17,587 13F-HR Timeline Group Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 64,350 $44.1M 2.54% +10,019 13F-HR Timeline WASHINGTON GROWTH STRATEGIES LLC More: the full row for WASHINGTON GROWTH STRATEGIES LLC 65,834 $43.9M 31.27% -91 13F-HR Timeline Clear Harbor Asset Management, LLC More: the full row for Clear Harbor Asset Management, LLC 65,763 $43.8M 3.09% +359 13F-HR/A Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 65,540 $43.7M 2.81% -76 13F-HR Timeline Bluespring Wealth Management, LLC More: the full row for Bluespring Wealth Management, LLC 65,285 $43.6M 3.79% -966 13F-HR Timeline Kera Capital Partners, Inc. More: the full row for Kera Capital Partners, Inc. 64,698 $43.1M 6.46% -965 13F-HR Timeline J.Safra Asset Management Corp More: the full row for J.Safra Asset Management Corp 64,351 $42.9M 2.6% -27,372 13F-HR Timeline GUIDANCE CAPITAL, INC More: the full row for GUIDANCE CAPITAL, INC 62,941 $42.6M 11.13% +45 13F-HR Timeline Laird Norton Wetherby Wealth Management… More: the full row for Laird Norton Wetherby Wealth Management, LLC 63,926 $42.6M 1.74% +2,924 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 63,818 $42.5M 0.98% +3,202 13F-HR Timeline Curtis Advisory Group, LLC More: the full row for Curtis Advisory Group, LLC 63,604 $42.4M 9.61% +334 13F-HR Timeline Tiller Private Wealth, Inc. More: the full row for Tiller Private Wealth, Inc. 63,585 $42.4M 15.07% -63 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 63,437 $42.3M 0.48% +32,017 13F-HR Timeline Group IPG Investment Advisors LLC More: the full row for IPG Investment Advisors LLC 63,249 $42.3M 7.53% +1,246 13F-HR Timeline Midwest Professional Planners, LTD. More: the full row for Midwest Professional Planners, LTD. 63,368 $42.2M 10.3% +4,796 13F-HR Timeline SCHRODER INVESTMENT MANAGEMENT GROUP More: the full row for SCHRODER INVESTMENT MANAGEMENT GROUP 63,513 $42.2M 0.03% +45,318 13F-HR Timeline WASHBURN CAPITAL MANAGEMENT, INC. More: the full row for WASHBURN CAPITAL MANAGEMENT, INC. 63,249 $42.1M 23.54% -1,617 13F-HR Timeline Trinity Financial Advisors LLC More: the full row for Trinity Financial Advisors LLC 63,073 $42.1M 12.17% -1,764 13F-HR Timeline Navigation Wealth Management, Inc. More: the full row for Navigation Wealth Management, Inc. 63,030 $42M 61.71% -10,809 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 63,005 $42M 1.43% -1,642 13F-HR Timeline Group Apollon Wealth Management, LLC group of 2 filers holding More: the full row for Apollon Wealth Management, LLC 62,869 $41.9M +147 Timeline STATE OF WISCONSIN INVESTMENT BOARD More: the full row for STATE OF WISCONSIN INVESTMENT BOARD 62,475 $41.6M 0.1% +11,589 13F-HR Timeline Caprock Group, LLC More: the full row for Caprock Group, LLC 64,277 $41.5M 1.02% 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 62,049 $41.3M 3.86% -2,355 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 61,760 $41.1M 0.42% -2,394 13F-HR Timeline FARMERS TRUST CO More: the full row for FARMERS TRUST CO 61,701 $41.1M 7.08% -1,593 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 60,884 $40.6M 1.9% +3,053 13F-HR Timeline First Nebraska Trust Co More: the full row for First Nebraska Trust Co 60,817 $40.5M 3.66% -1,102 13F-HR Timeline Wealth Advisory Solutions, LLC More: the full row for Wealth Advisory Solutions, LLC 60,790 $40.5M 9.81% +6 13F-HR Timeline Associated Banc-Corp in group Associated Banc-Corp More: the full row for Associated Banc-Corp 60,746 $40.5M 1.07% -296 13F-HR Timeline Group Yelin Lapidot Holdings Management Ltd. in group Yelin Lapidot Holdings Manage… More: the full row for Yelin Lapidot Holdings Management Ltd. 60,595 $40.4M 8.48% 0 13F-HR Timeline Group MTC Wealth Management LLC More: the full row for MTC Wealth Management LLC 60,575 $40.4M 18.79% -1,511 13F-HR Timeline ASPIRIANT, LLC More: the full row for ASPIRIANT, LLC 60,429 $40.3M 1.23% -583 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 60,370 $40.2M 0.68% +2,408 13F-HR Timeline Jackson, Grant Investment Advisers, Inc. More: the full row for Jackson, Grant Investment Advisers, Inc. 60,317 $40.2M 13.42% -414 13F-HR Timeline Tyche Wealth Partners LLC More: the full row for Tyche Wealth Partners LLC 60,247 $40.1M 7.04% +1,724 13F-HR Timeline Verger Capital Management LLC More: the full row for Verger Capital Management LLC 60,141 $40.1M 13% -3,593 13F-HR Timeline Norris Financial Group, LLC More: the full row for Norris Financial Group, LLC 60,114 $40M 14.62% +13,649 13F-HR Timeline ZEGA Investments, LLC More: the full row for ZEGA Investments, LLC 60,060 $40M 9.18% -7,656 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 59,839 $40M 1.04% +6,120 13F-HR Timeline Capital Management Associates, Inc More: the full row for Capital Management Associates, Inc 59,940 $39.9M 10.79% +20,014 13F-HR Timeline PITCAIRN CO in group PITCAIRN CO More: the full row for PITCAIRN CO 59,772 $39.8M 3.14% -4,285 13F-HR Timeline Group Financial Partners Group, Inc More: the full row for Financial Partners Group, Inc 59,668 $39.7M 4.95% +6,811 13F-HR Timeline HANOVER ADVISORS INC More: the full row for HANOVER ADVISORS INC 59,366 $39.5M 15.35% +17 13F-HR Timeline ADIRONDACK TRUST CO More: the full row for ADIRONDACK TRUST CO 59,341 $39.5M 13.26% +427 13F-HR Timeline Argent Trust Co More: the full row for Argent Trust Co 59,273 $39.5M 1.4% -15,500 13F-HR Timeline Humankind Investments LLC More: the full row for Humankind Investments LLC 59,140 $39.4M 9.02% 0 13F-HR Timeline Crescent Grove Advisors, LLC More: the full row for Crescent Grove Advisors, LLC 58,791 $39.3M 3.76% -172 13F-HR Timeline KING LUTHER CAPITAL MANAGEMENT CORP More: the full row for KING LUTHER CAPITAL MANAGEMENT CORP 58,829 $39.2M 0.16% +666 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 58,783 $39.2M 0.8% +1,416 13F-HR Timeline Thoma Capital Management LLC More: the full row for Thoma Capital Management LLC 58,776 $39.2M 22.49% +4,895 13F-HR Timeline Lebenthal Global Advisors, LLC in group Lebenthal Global Advisors, LLC More: the full row for Lebenthal Global Advisors, LLC 58,721 $39.1M 6.84% -8 13F-HR Timeline Group BANK HAPOALIM BM in group BANK HAPOALIM BM More: the full row for BANK HAPOALIM BM 58,460 $38.9M 4.79% -721 13F-HR Timeline Group McElhenny Sheffield Capital Management,… More: the full row for McElhenny Sheffield Capital Management, LLC 58,304 $38.8M 9.21% +75 13F-HR Timeline Proficio Capital Partners LLC More: the full row for Proficio Capital Partners LLC 58,172 $38.8M 2.66% -12,728,674 13F-HR/A Timeline Safeguard Investment Advisory Group, LLC More: the full row for Safeguard Investment Advisory Group, LLC 58,020 $38.7M 9.59% -3,936 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 57,746 $38.5M 0.94% +2,657 13F-HR Timeline Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 57,744 $38.5M +8,811 Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 57,743 $38.5M 0.92% -60 13F-HR Timeline Capasso Planning Partners LLC More: the full row for Capasso Planning Partners LLC 57,734 $38.5M 23.97% -17,057 13F-HR Timeline BRITISH COLUMBIA INVESTMENT MANAGEMENT … More: the full row for BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 57,721 $38.5M 0.22% +6,930 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 57,226 $38.2M 1.43% +1,930 13F-HR Timeline Group DUMONT & BLAKE INVESTMENT ADVISORS LLC More: the full row for DUMONT & BLAKE INVESTMENT ADVISORS LLC 57,379 $38.2M 9.27% -351 13F-HR Timeline PROFFITT & GOODSON INC More: the full row for PROFFITT & GOODSON INC 57,356 $38.2M 5.48% -41,408 13F-HR Timeline Mine & Arao Wealth Creation & Managemen… More: the full row for Mine & Arao Wealth Creation & Management, LLC. 57,199 $38.1M 15.48% +551 13F-HR Timeline TIG Advisors, LLC in group TIG Advisors, LLC More: the full row for TIG Advisors, LLC 57,039 $38M 2.35% +157 13F-HR Timeline Group