Wealth Advisory Solutions, LLC More: the full row for Wealth Advisory Solutions, LLC 60,067 $44.9M 9.21% -1,689 13F-HR Timeline Aspect Partners, LLC More: the full row for Aspect Partners, LLC 60,051 $44.8M 16.73% +31,870 13F-HR Timeline Financial Partners Group, Inc More: the full row for Financial Partners Group, Inc 59,760 $44.6M 4.53% -677 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 59,665 $44.6M -431 Timeline HANOVER ADVISORS INC More: the full row for HANOVER ADVISORS INC 59,647 $44.5M 16.04% +35 13F-HR Timeline Argent Trust Co More: the full row for Argent Trust Co 59,560 $44.5M 1.28% +851 13F-HR Timeline CONNORS INVESTOR SERVICES INC More: the full row for CONNORS INVESTOR SERVICES INC 59,462 $44.4M 3.84% -3,789 13F-HR Timeline Mechanics Bank Trust Department More: the full row for Mechanics Bank Trust Department 59,249 $44.2M 5.47% +3,069 13F-HR Timeline Hapanowicz & Associates Financial Servi… More: the full row for Hapanowicz & Associates Financial Services, Inc 59,158 $44.2M 13.74% +346 13F-HR Timeline Atlatl Advisers LLC More: the full row for Atlatl Advisers LLC 59,131 $44.2M 10.49% new 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 59,066 $44.1M 1.33% +1,636 13F-HR Timeline Group Trinity Financial Advisors LLC More: the full row for Trinity Financial Advisors LLC 58,809 $44M 11.32% -243 13F-HR Timeline Associated Banc-Corp in group Associated Banc-Corp More: the full row for Associated Banc-Corp 58,953 $44M 1.05% -858 13F-HR Timeline Group ASPIRIANT, LLC More: the full row for ASPIRIANT, LLC 58,166 $43.4M 1.07% -932 13F-HR Timeline Jackson, Grant Investment Advisers, Inc. More: the full row for Jackson, Grant Investment Advisers, Inc. 57,747 $43.1M 13.39% -1,648 13F-HR Timeline Aviso Financial Inc. More: the full row for Aviso Financial Inc. 57,737 $43.1M 1.5% -3,447 13F-HR Timeline TIG Advisors, LLC in group TIG Advisors, LLC More: the full row for TIG Advisors, LLC 57,518 $43M 1.98% +146 13F-HR Timeline Group Marathon Trading Investment Management … in group Marathon Trading Investment M… More: the full row for Marathon Trading Investment Management LLC 57,541 $43M 4.9% +25,829 13F-HR Timeline Group Capital International Investors in group Capital International Investo… More: the full row for Capital International Investors 57,935 $42.9M 0.01% -27,164 13F-HR Timeline Group WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 57,341 $42.8M 1.1% -1,127 13F-HR Timeline DV Trading LLC More: the full row for DV Trading LLC 57,231 $42.7M 3.54% -42,745 13F-HR Timeline Swiss Life Asset Management Ltd in group Swiss Life Asset Management L… More: the full row for Swiss Life Asset Management Ltd 57,100 $42.6M 0.18% -1,500 13F-HR Timeline Group Anchor Capital Management Group Inc More: the full row for Anchor Capital Management Group Inc 57,000 $42.6M 29.34% 0 13F-HR Timeline Cresta Advisors, Ltd. More: the full row for Cresta Advisors, Ltd. 56,726 $42.4M 15.21% +3,479 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 56,382 $42.2M 1.39% -659 13F-HR Timeline Group Evansbrook LLC More: the full row for Evansbrook LLC 56,390 $42.1M 25.12% -2,188 13F-HR Timeline ADIRONDACK TRUST CO More: the full row for ADIRONDACK TRUST CO 56,383 $42.1M 12.55% -294 13F-HR Timeline CAMBIENT FAMILY OFFICE, LLC More: the full row for CAMBIENT FAMILY OFFICE, LLC 55,809 $41.8M 5.14% 0 13F-HR Timeline Mine & Arao Wealth Creation & Managemen… More: the full row for Mine & Arao Wealth Creation & Management, LLC. 55,886 $41.7M 15.13% -72 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 55,834 $41.7M 5.26% +404 13F-HR Timeline Americana Partners, LLC More: the full row for Americana Partners, LLC 55,689 $41.6M 0.94% +10,694 13F-HR Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 55,631 $41.5M 1.57% +977 13F-HR Timeline Madison Asset Management, LLC in group Madison Asset Management, LLC More: the full row for Madison Asset Management, LLC 55,098 $41.1M 0.49% -13,533 13F-HR Timeline Group Fluent Financial, LLC More: the full row for Fluent Financial, LLC 54,729 $40.9M 14.59% +47,946 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 54,577 $40.8M 1.59% -1,953 13F-HR Timeline TWO SIGMA INVESTMENTS, LP in group TWO SIGMA INVESTMENTS, LP More: the full row for TWO SIGMA INVESTMENTS, LP 54,549 $40.7M 0.03% -525,744 13F-HR Timeline Group FRIENDS OF THE CORNELL LAB OF ORNITHOLO… More: the full row for FRIENDS OF THE CORNELL LAB OF ORNITHOLOGY, INC. 54,482 $40.7M 32.87% +1,700 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 54,252 $40.5M 1.97% +302 13F-HR Timeline PROFFITT & GOODSON INC More: the full row for PROFFITT & GOODSON INC 54,237 $40.5M 5.58% -1,275 13F-HR Timeline KING LUTHER CAPITAL MANAGEMENT CORP More: the full row for KING LUTHER CAPITAL MANAGEMENT CORP 54,101 $40.4M 0.17% -470 13F-HR Timeline Horizon Investments, LLC More: the full row for Horizon Investments, LLC 54,070 $40.4M 0.44% +50,356 13F-HR Timeline DUMONT & BLAKE INVESTMENT ADVISORS LLC More: the full row for DUMONT & BLAKE INVESTMENT ADVISORS LLC 54,001 $40.3M 9.06% -376 13F-HR Timeline Lebenthal Global Advisors, LLC in group Lebenthal Global Advisors, LLC More: the full row for Lebenthal Global Advisors, LLC 53,972 $40.3M 5.44% -22,985 13F-HR Timeline Group Praxis Capital Management LLC More: the full row for Praxis Capital Management LLC 53,910 $40.3M 63.8% +43,810 13F-HR Timeline Essex Financial Services, Inc. group of 2 filers holding More: the full row for Essex Financial Services, Inc. 53,903 $40.3M -734 Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 53,636 $40.1M 2.1% -7,153 13F-HR Timeline SIMPLEX TRADING, LLC More: the full row for SIMPLEX TRADING, LLC 53,496 $39.9M 1.04% -149,310 13F-HR Timeline Callan Family Office, LLC in group Callan Family Office, LLC More: the full row for Callan Family Office, LLC 53,392 $39.9M 0.78% +36 13F-HR Timeline Group ZACKS INVESTMENT MANAGEMENT More: the full row for ZACKS INVESTMENT MANAGEMENT 52,867 $39.5M 0.28% +12,575 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 52,732 $39.4M 0.3% -8,407 13F-HR Timeline Curated Wealth Partners LLC More: the full row for Curated Wealth Partners LLC 52,711 $39.4M 4.56% +794 13F-HR/A Timeline TCV Trust & Wealth Management, Inc. More: the full row for TCV Trust & Wealth Management, Inc. 52,498 $39.2M 2.97% -1,703 13F-HR Timeline HMS Capital Management, LLC More: the full row for HMS Capital Management, LLC 52,350 $39.1M 14.62% -47,421 13F-HR Timeline Erste Asset Management GmbH in group Erste Asset Management GmbH More: the full row for Erste Asset Management GmbH 53,178 $39.1M 0.3% +11,300 13F-HR Timeline Group COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 52,212 $39M 0.49% -651 13F-HR Timeline JCP Investment Management, LLC in group JCP Investment Management, LLC More: the full row for JCP Investment Management, LLC 51,888 $38.8M 20.76% +944 13F-HR Timeline Group Navigation Wealth Management, Inc. More: the full row for Navigation Wealth Management, Inc. 51,893 $38.8M 53.38% +48,665 13F-HR Timeline Ironsides Asset Advisors, LLC More: the full row for Ironsides Asset Advisors, LLC 51,744 $38.6M 9.05% +55 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 51,523 $38.6M 1.55% +28,087 13F-HR Timeline Group Edgestream Partners, L.P. More: the full row for Edgestream Partners, L.P. 51,634 $38.6M 1.15% +22,650 13F-HR Timeline CULLINAN ASSOCIATES INC More: the full row for CULLINAN ASSOCIATES INC 51,583 $38.5M 2.91% +395 13F-HR Timeline Kellett Wealth Advisors, LLC More: the full row for Kellett Wealth Advisors, LLC 51,514 $38.5M 17.91% +1,083 13F-HR Timeline DIVERSIFIED MANAGEMENT INC More: the full row for DIVERSIFIED MANAGEMENT INC 51,464 $38.4M 8.21% -81 13F-HR Timeline Visualize Group LP More: the full row for Visualize Group LP 51,271 $38.3M 13.18% +10,520 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 51,102 $38.3M 3.94% -1,891 13F-HR Timeline OAKMONT Corp More: the full row for OAKMONT Corp 51,157 $38.2M 7.6% -5,568 13F-HR Timeline Clarity Wealth Advisors, LLC More: the full row for Clarity Wealth Advisors, LLC 51,157 $38.2M 6.74% -533 13F-HR Timeline TEACHERS RETIREMENT SYSTEM OF THE STATE… More: the full row for TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY 50,875 $38M 0.26% -5,400 13F-HR Timeline McElhenny Sheffield Capital Management,… More: the full row for McElhenny Sheffield Capital Management, LLC 50,486 $37.7M 9.34% +48,920 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 50,330 $37.6M 0.5% -603 13F-HR Timeline TRUSTMARK BANK TRUST DEPARTMENT More: the full row for TRUSTMARK BANK TRUST DEPARTMENT 50,303 $37.6M 2.24% +192 13F-HR Timeline LFA - Lugano Financial Advisors SA More: the full row for LFA - Lugano Financial Advisors SA 51,717 $37.5M 22.6% +9,142 13F-HR Timeline WCG Wealth Advisors LLC More: the full row for WCG Wealth Advisors LLC 50,207 $37.5M 0.89% +21,927 13F-HR Timeline Roth Financial Partners LLC More: the full row for Roth Financial Partners LLC 50,211 $37.5M 11.14% -171 13F-HR Timeline OXFORD FINANCIAL GROUP, LTD. LLC More: the full row for OXFORD FINANCIAL GROUP, LTD. LLC 50,118 $37.4M 1.9% -2,290 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 50,046 $37.4M 2.23% -39 13F-HR Timeline ELEMENT CAPITAL MANAGEMENT LLC More: the full row for ELEMENT CAPITAL MANAGEMENT LLC 50,000 $37.3M 2.03% new 13F-HR Timeline Momentum Wealth Planning, LLC More: the full row for Momentum Wealth Planning, LLC 49,699 $37.2M 27.83% -1,021 13F-HR Timeline Calydon Capital More: the full row for Calydon Capital 49,765 $37.2M 5.44% +69 13F-HR Timeline MTC Wealth Management LLC More: the full row for MTC Wealth Management LLC 49,682 $37.1M 16.64% -1,306 13F-HR Timeline Capasso Planning Partners LLC More: the full row for Capasso Planning Partners LLC 49,648 $37.1M 18.49% -2,727 13F-HR Timeline Safeguard Investment Advisory Group, LLC More: the full row for Safeguard Investment Advisory Group, LLC 49,618 $37.1M 8.55% -593 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 49,444 $37M 0.65% +6,448 13F-HR Timeline TWIN FOCUS CAPITAL PARTNERS, LLC More: the full row for TWIN FOCUS CAPITAL PARTNERS, LLC 49,527 $37M 3.76% +1,707 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 49,454 $36.9M 0.56% -309 13F-HR Timeline CARDIFF PARK ADVISORS, LLC More: the full row for CARDIFF PARK ADVISORS, LLC 49,433 $36.9M 2.87% -255 13F-HR Timeline Taylor & Morgan Wealth Management, LLC More: the full row for Taylor & Morgan Wealth Management, LLC 49,347 $36.9M 18.17% +1,404 13F-HR Timeline BIRINYI ASSOCIATES INC More: the full row for BIRINYI ASSOCIATES INC 49,346 $36.9M 8.72% -669 13F-HR Timeline Sovereign Investment Advisors, LLC More: the full row for Sovereign Investment Advisors, LLC 49,146 $36.8M 6.91% +7,949 13F-HR Timeline STATE OF WISCONSIN INVESTMENT BOARD More: the full row for STATE OF WISCONSIN INVESTMENT BOARD 49,203 $36.7M 0.07% -22,373 13F-HR Timeline PARTNERS CAPITAL INVESTMENT GROUP, LLP More: the full row for PARTNERS CAPITAL INVESTMENT GROUP, LLP 49,196 $36.7M 1.3% -7,983 13F-HR Timeline FIRST NATIONAL BANK OF OMAHA group of 2 filers holding More: the full row for FIRST NATIONAL BANK OF OMAHA 49,412 $36.7M -1,289 Timeline Sanchez Wealth Management Group More: the full row for Sanchez Wealth Management Group 49,178 $36.7M 6.44% -461 13F-HR Timeline MPWM ADVISORY SOLUTIONS, LLC More: the full row for MPWM ADVISORY SOLUTIONS, LLC 48,890 $36.5M 16.72% -761 13F-HR Timeline Fortis Capital Advisors, LLC More: the full row for Fortis Capital Advisors, LLC 48,696 $36.4M 4.09% -167 13F-HR Timeline Wind River Trust Co More: the full row for Wind River Trust Co 48,491 $36.2M 12.23% -2,127 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 48,420 $36.2M 0.99% -18 13F-HR Timeline Capital Group Private Client Services, … in group CAPITAL GROUP INVESTMENT MANA… More: the full row for Capital Group Private Client Services, Inc. 48,246 $36M 0.51% +375 13F-HR Timeline Group Palumbo Wealth Management LLC More: the full row for Palumbo Wealth Management LLC 48,207 $36M 7.54% -173 13F-HR Timeline PETTYJOHN, WOOD & WHITE, INC More: the full row for PETTYJOHN, WOOD & WHITE, INC 48,180 $36M 5.23% +556 13F-HR Timeline Crescent Grove Advisors, LLC More: the full row for Crescent Grove Advisors, LLC 48,022 $36M 3.04% -661 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 47,879 $35.8M 1.86% +1,137 13F-HR Timeline Montz Harcus Wealth Management LLC More: the full row for Montz Harcus Wealth Management LLC 47,755 $35.7M 12.69% -797 13F-HR Timeline Trexquant Investment LP More: the full row for Trexquant Investment LP 47,681 $35.6M 0.22% new 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 47,482 $35.5M 1.37% +2,030 13F-HR Timeline Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 47,193 $35.2M 1.85% +9,842 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 47,080 $35.2M 0.92% +384 13F-HR Timeline GATEWAY INVESTMENT ADVISERS LLC More: the full row for GATEWAY INVESTMENT ADVISERS LLC 46,883 $35M 0.35% +6,512 13F-HR Timeline SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 46,816 $35M 2.27% +560 13F-HR Timeline MKT Advisors LLC More: the full row for MKT Advisors LLC 46,445 $34.7M 10.79% -2,480 13F-HR Timeline BSW Wealth Partners More: the full row for BSW Wealth Partners 46,466 $34.7M 3.86% +107 13F-HR Timeline Independent Family Office, LLC More: the full row for Independent Family Office, LLC 46,203 $34.5M 13.86% -10 13F-HR Timeline Blueprint Investment Partners LLC group of 2 filers holding More: the full row for Blueprint Investment Partners LLC 46,170 $34.5M +16,919 Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 46,031 $34.4M 0.37% +1,005 13F-HR Timeline Group NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 45,987 $34.3M 1.64% +779 13F-HR Timeline SEEDS INVESTOR LLC More: the full row for SEEDS INVESTOR LLC 45,947 $34.3M 3.53% +31,913 13F-HR Timeline MOODY NATIONAL BANK TRUST DIVISION in group MOODY NATIONAL BANK TRUST DIV… More: the full row for MOODY NATIONAL BANK TRUST DIVISION 45,579 $34M 2.82% +151 13F-HR Timeline Group LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 45,575 $34M 2.31% -3,026 13F-HR Timeline TOCQUEVILLE ASSET MANAGEMENT L.P. in group TOCQUEVILLE ASSET MANAGEMENT … More: the full row for TOCQUEVILLE ASSET MANAGEMENT L.P. 45,571 $34M 0.45% -214 13F-HR Timeline Group Heritage Trust Co More: the full row for Heritage Trust Co 45,543 $34M 2.95% +652 13F-HR Timeline Vavra Capital Management, LLC More: the full row for Vavra Capital Management, LLC 45,365 $33.9M 29.64% -78 13F-HR Timeline Carnegie Investment Counsel More: the full row for Carnegie Investment Counsel 45,278 $33.8M 0.68% -9,126 13F-HR Timeline TITLEIST ASSET MANAGEMENT, LLC More: the full row for TITLEIST ASSET MANAGEMENT, LLC 45,232 $33.8M 2.28% +3,017 13F-HR Timeline ARTHUR M. COHEN & ASSOCIATES, LLC More: the full row for ARTHUR M. COHEN & ASSOCIATES, LLC 45,207 $33.8M 5.27% -298 13F-HR Timeline Granite FO LLC More: the full row for Granite FO LLC 45,168 $33.7M 17.84% -6,461 13F-HR Timeline BOSTON FAMILY OFFICE LLC More: the full row for BOSTON FAMILY OFFICE LLC 45,064 $33.7M 2.04% +881 13F-HR Timeline AMARILLO NATIONAL BANK More: the full row for AMARILLO NATIONAL BANK 45,009 $33.6M 5.39% -79 13F-HR Timeline Aragon Global Management, LP More: the full row for Aragon Global Management, LP 44,580 $33.3M 12.62% 0 13F-HR Timeline Firestone Capital Management More: the full row for Firestone Capital Management 44,551 $33.3M 6.2% +726 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 44,450 $33.2M 0.4% -7,456 13F-HR Timeline PKS Advisory Services, LLC More: the full row for PKS Advisory Services, LLC 44,125 $33M 5.26% -170 13F-HR Timeline 180 GPS Investments IC Ltd More: the full row for 180 GPS Investments IC Ltd 44,056 $32.9M 24.32% new 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 43,860 $32.8M 0.97% +230 13F-HR Timeline First Business Financial Services, Inc. More: the full row for First Business Financial Services, Inc. 43,684 $32.6M 2.53% -70 13F-HR Timeline MOTCO More: the full row for MOTCO 43,505 $32.5M 2.78% -100 13F-HR Timeline Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 42,877 $32.5M 1.77% -10,122 13F-HR Timeline Welch & Forbes LLC More: the full row for Welch & Forbes LLC 43,500 $32.5M 0.39% -2,128 13F-HR Timeline Jasper Ridge Partners, L.P. More: the full row for Jasper Ridge Partners, L.P. 43,267 $32.3M 0.69% -428 13F-HR/A Timeline BLB&B Advisors, LLC More: the full row for BLB&B Advisors, LLC 43,225 $32.3M 1.18% +4,540 13F-HR Timeline Family Manage LLC More: the full row for Family Manage LLC 43,190 $32.3M 3.39% -15,696 13F-HR Timeline Timmons Wealth Management, LLC More: the full row for Timmons Wealth Management, LLC 43,168 $32.2M 23.58% -901 13F-HR Timeline Aft, Forsyth & Sober, LLC More: the full row for Aft, Forsyth & Sober, LLC 49,400 $32.1M 10.04% 0 13F-HR Timeline ACADIAN ASSET MANAGEMENT LLC in group ACADIAN ASSET MANAGEMENT LLC More: the full row for ACADIAN ASSET MANAGEMENT LLC 42,755 $31.9M 0.04% +32,589 13F-HR Timeline Group Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 42,596 $31.8M 1.25% -4,640 13F-HR Timeline Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 42,366 $31.7M 1.52% -57 13F-HR Timeline GREENLEAF TRUST More: the full row for GREENLEAF TRUST 42,398 $31.7M 0.3% +382 13F-HR Timeline Advance Capital Management, Inc. More: the full row for Advance Capital Management, Inc. 42,304 $31.6M 1.02% +1,738 13F-HR Timeline Legacy Advisors, LLC More: the full row for Legacy Advisors, LLC 42,276 $31.6M 2.95% +2,352 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 42,275 $31.6M 2.04% +4,460 13F-HR Timeline Investors Portfolio Services LLC More: the full row for Investors Portfolio Services LLC 42,074 $31.4M 24.01% +8,061 13F-HR Timeline Norris Financial Group, LLC More: the full row for Norris Financial Group, LLC 42,106 $31.4M 12.51% +173 13F-HR Timeline CHILTON INVESTMENT CO INC. More: the full row for CHILTON INVESTMENT CO INC. 42,095 $31.4M 0.75% +321 13F-HR Timeline Bryn Mawr Trust Advisors, LLC More: the full row for Bryn Mawr Trust Advisors, LLC 42,025 $31.4M 1.37% +6,938 13F-HR Timeline Black Maple Capital Management LP More: the full row for Black Maple Capital Management LP 42,006 $31.4M 21.04% +522 13F-HR Timeline GERMAN AMERICAN BANCORP, INC. More: the full row for GERMAN AMERICAN BANCORP, INC. 41,889 $31.3M 2.35% -1,311 13F-HR Timeline Empowered Funds, LLC More: the full row for Empowered Funds, LLC 41,690 $31.1M 0.16% -22,274 13F-HR Timeline Second Line Capital, LLC More: the full row for Second Line Capital, LLC 41,556 $31.1M 5.79% +1,442 13F-HR/A Timeline True North Advisors, LLC More: the full row for True North Advisors, LLC 41,616 $31.1M 2.97% -6,525 13F-HR Timeline Three Bridge Wealth Advisors, LLC More: the full row for Three Bridge Wealth Advisors, LLC 41,472 $31M 7.77% +125 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 41,568 $31M 0.42% -539 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 41,559 $31M 3.15% +11,566 13F-HR Timeline Connecticut Wealth Management, LLC More: the full row for Connecticut Wealth Management, LLC 41,513 $31M 1.15% -467 13F-HR Timeline LANDMARK WEALTH MANAGEMENT, INC. More: the full row for LANDMARK WEALTH MANAGEMENT, INC. 41,465 $31M 10.25% +6,349 13F-HR Timeline Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 41,417 $30.9M 8.45% +50 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 41,365 $30.9M 0.86% -287 13F-HR Timeline Redhawk Wealth Advisors, Inc. More: the full row for Redhawk Wealth Advisors, Inc. 41,279 $30.8M 3.04% -9,778 13F-HR Timeline BigSur Wealth Management LLC More: the full row for BigSur Wealth Management LLC 41,135 $30.8M 7.41% +2,084 13F-HR Timeline SFG Wealth Management, LLC. More: the full row for SFG Wealth Management, LLC. 41,163 $30.7M 11.05% -4,247 13F-HR Timeline Ninepoint Partners LP More: the full row for Ninepoint Partners LP 41,100 $30.7M 2.73% -4,900 13F-HR Timeline NICOLET BANKSHARES INC in group NICOLET BANKSHARES INC More: the full row for NICOLET BANKSHARES INC 40,943 $30.6M 0.97% -39 13F-HR Timeline Group Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 40,982 $30.6M 0.72% -1,679 13F-HR Timeline LifeSteps Financial, Inc. More: the full row for LifeSteps Financial, Inc. 40,973 $30.6M 14.26% +4,738 13F-HR Timeline Diversified Portfolios, Inc. More: the full row for Diversified Portfolios, Inc. 40,864 $30.5M 2.21% +1,013 13F-HR Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 40,755 $30.4M 0.05% -763 13F-HR Timeline Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 40,277 $30.4M 2.9% +3,086 13F-HR Timeline THOMPSON SIEGEL & WALMSLEY LLC More: the full row for THOMPSON SIEGEL & WALMSLEY LLC 40,693 $30.4M 0.55% -204 13F-HR Timeline PETERSON WEALTH MANAGEMENT More: the full row for PETERSON WEALTH MANAGEMENT 40,645 $30.4M 14.14% +6,006 13F-HR Timeline SMITH CHAS P & ASSOCIATES PA CPAS in group SMITH CHAS P & ASSOCIATES PA … More: the full row for SMITH CHAS P & ASSOCIATES PA CPAS 40,633 $30.3M 1.54% +1,049 13F-HR Timeline Group Keel Point, LLC More: the full row for Keel Point, LLC 40,613 $30.3M 1.79% -38,015 13F-HR Timeline Beacon Bridge Wealth Partners, LLC More: the full row for Beacon Bridge Wealth Partners, LLC 40,596 $30.3M 8.64% +8,628 13F-HR Timeline Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 40,543 $30.3M 1.75% -31,561 13F-HR Timeline TEXAS PERMANENT SCHOOL FUND CORP More: the full row for TEXAS PERMANENT SCHOOL FUND CORP 40,540 $30.3M 1.34% 0 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 40,540 $30.2M 2.49% -1,986 13F-HR Timeline HANCOCK WHITNEY CORP More: the full row for HANCOCK WHITNEY CORP 40,447 $30.2M 0.5% +626 13F-HR Timeline Ethos Financial Group, LLC More: the full row for Ethos Financial Group, LLC 41,164 $30.2M 2.02% +15,285 13F-HR Timeline Capital World Investors More: the full row for Capital World Investors 40,567 $30.1M <0.01% -23,465 13F-HR Timeline MidFirst Bank More: the full row for MidFirst Bank 40,214 $30M 2.13% -66 13F-HR Timeline Integrity Financial Corp /WA More: the full row for Integrity Financial Corp /WA 40,048 $30M 14.34% +1,572 13F-HR Timeline Houlihan Financial Resource Group, Ltd. More: the full row for Houlihan Financial Resource Group, Ltd. 40,133 $30M 10.68% -367 13F-HR Timeline Guardian Wealth Advisors, LLC More: the full row for Guardian Wealth Advisors, LLC 40,018 $29.9M 14.95% +966 13F-HR Timeline Pentwater Capital Management LP More: the full row for Pentwater Capital Management LP 40,000 $29.9M 0.24% -540,000 13F-HR Timeline Taylor Securities Services, Inc. More: the full row for Taylor Securities Services, Inc. 39,970 $29.8M 12.14% +1,633 13F-HR Timeline iA Global Asset Management Inc. More: the full row for iA Global Asset Management Inc. 39,766 $29.7M 0.35% -5,597 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 39,675 $29.6M 0.54% +967 13F-HR Timeline LCM Capital Management Inc More: the full row for LCM Capital Management Inc 39,645 $29.6M 12.96% -5 13F-HR Timeline CHILDRESS CAPITAL ADVISORS, LLC More: the full row for CHILDRESS CAPITAL ADVISORS, LLC 39,641 $29.6M 4.85% -7,596 13F-HR Timeline Sovereign Financial Group, Inc. 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