ARMSTRONG HENRY H ASSOCIATES INC More: the full row for ARMSTRONG HENRY H ASSOCIATES INC 7,682 $1.16M 0.11% +10 13F-HR Timeline Edgestream Partners, L.P. More: the full row for Edgestream Partners, L.P. 7,680 $1.16M 0.03% +1,495 13F-HR Timeline Pines Wealth Management, LLC More: the full row for Pines Wealth Management, LLC 7,672 $1.16M 0.33% -225 13F-HR Timeline Aspire Private Capital, LLC More: the full row for Aspire Private Capital, LLC 7,638 $1.16M 0.24% -6 13F-HR Timeline Kera Capital Partners, Inc. More: the full row for Kera Capital Partners, Inc. 7,600 $1.15M 0.11% +1,982 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 7,576 $1.15M 0.09% +557 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 7,571 $1.15M 0.1% +1,310 13F-HR Timeline INVESTMENT HOUSE LLC More: the full row for INVESTMENT HOUSE LLC 7,567 $1.15M 0.05% 0 13F-HR/A Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 7,560 $1.15M 0.02% -30 13F-HR Timeline Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 7,536 $1.14M 0.07% +523 13F-HR Timeline EMERALD ADVISERS, LLC in group EMERALD ADVISERS, LLC More: the full row for EMERALD ADVISERS, LLC 7,505 $1.14M 0.03% -97 13F-HR Timeline Group COMMONS CAPITAL, LLC More: the full row for COMMONS CAPITAL, LLC 7,467 $1.13M 0.79% +139 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 7,455 $1.13M 0.05% -109 13F-HR Timeline WRIGHT INVESTORS SERVICE INC More: the full row for WRIGHT INVESTORS SERVICE INC 7,445 $1.13M 0.31% -2,992 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Kesler, Norman & Wride, LLC More: the full row for Kesler, Norman & Wride, LLC 7,433 $1.13M 0.18% -642 13F-HR Timeline Sompo Asset Management Co., Ltd. More: the full row for Sompo Asset Management Co., Ltd. 7,430 $1.13M 0.18% -670 13F-HR Timeline Strategic Investment Advisors / MI More: the full row for Strategic Investment Advisors / MI 7,396 $1.12M 0.07% -1,351 13F-HR Timeline Triangle Securities Wealth Management More: the full row for Triangle Securities Wealth Management 7,392 $1.12M 0.22% -30 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Accent Capital Management, LLC More: the full row for Accent Capital Management, LLC 7,392 $1.12M 0.48% -1,672 13F-HR Timeline WIMMER ASSOCIATES 1, LLC More: the full row for WIMMER ASSOCIATES 1, LLC 7,355 $1.11M 0.5% -20 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 7,315 $1.11M 0.05% -1,721 13F-HR Timeline Laraway Financial Advisors Inc More: the full row for Laraway Financial Advisors Inc 7,275 $1.1M 0.67% 0 13F-HR Timeline United Asset Strategies, Inc. More: the full row for United Asset Strategies, Inc. 7,236 $1.1M 0.08% +5,094 13F-HR Timeline Havemeyer Place LP More: the full row for Havemeyer Place LP 7,221 $1.09M 0.11% -1,516 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 7,216 $1.09M 0.02% -883 13F-HR Timeline Group Third View Private Wealth, LLC More: the full row for Third View Private Wealth, LLC 7,206 $1.09M 0.13% +20 13F-HR Timeline Waldron Private Wealth LLC More: the full row for Waldron Private Wealth LLC 7,199 $1.09M 0.04% -4 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 7,187 $1.09M 0.06% +46 13F-HR Timeline FourThought Financial Partners, LLC More: the full row for FourThought Financial Partners, LLC 7,164 $1.09M 0.08% -26 13F-HR Timeline GREAT VALLEY ADVISOR GROUP, INC. in group GREAT VALLEY ADVISOR GROUP, I… More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 7,141 $1.08M 0.02% +520 13F-HR Timeline Group Sageworth Trust Co More: the full row for Sageworth Trust Co 7,123 $1.08M 0.04% -1,697 13F-HR Timeline Realta Investment Advisors More: the full row for Realta Investment Advisors 7,122 $1.08M 0.34% +786 13F-HR Timeline ZEGA Investments, LLC More: the full row for ZEGA Investments, LLC 7,113 $1.08M 0.18% -31 13F-HR Timeline Supplemental Annuity Collective Trust o… More: the full row for Supplemental Annuity Collective Trust of NJ 7,093 $1.07M 0.28% -443 13F-HR Timeline NAPLES GLOBAL ADVISORS, LLC More: the full row for NAPLES GLOBAL ADVISORS, LLC 7,092 $1.07M 0.07% +20 13F-HR Timeline KNIGHTSBRIDGE ASSET MANAGEMENT, LLC More: the full row for KNIGHTSBRIDGE ASSET MANAGEMENT, LLC 7,088 $1.07M 0.14% -71 13F-HR/A Timeline NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 7,084 $1.07M 0.09% +1,501 13F-HR Timeline MAGNOLIA CAPITAL ADVISORS LLC More: the full row for MAGNOLIA CAPITAL ADVISORS LLC 7,060 $1.07M 0.18% -916 13F-HR Timeline Gryphon Financial Partners LLC More: the full row for Gryphon Financial Partners LLC 7,051 $1.07M 0.09% +2,612 13F-HR Timeline OmniStar Financial Group, Inc. More: the full row for OmniStar Financial Group, Inc. 7,035 $1.07M 0.49% +506 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 7,027 $1.06M 0.14% -221 13F-HR Timeline SCHULHOFF & CO INC More: the full row for SCHULHOFF & CO INC 7,023 $1.06M 0.43% +6 13F-HR Timeline Ceeto Capital Group, LLC More: the full row for Ceeto Capital Group, LLC 7,000 $1.06M 0.29% 0 13F-HR Timeline Murphy Pohlad Asset Management LLC More: the full row for Murphy Pohlad Asset Management LLC 6,988 $1.06M 0.37% 0 13F-HR Timeline SEEDS INVESTOR LLC More: the full row for SEEDS INVESTOR LLC 6,961 $1.05M 0.11% +107 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 6,958 $1.05M 0.01% +373 13F-HR Timeline MBL Wealth, LLC More: the full row for MBL Wealth, LLC 6,924 $1.05M 0.07% -147 13F-HR Timeline Sienna Gestion More: the full row for Sienna Gestion 6,842 $1.05M 0.06% -47,076 13F-HR Timeline Harvest Fund Management Co., Ltd in group Harvest Fund Management Co., … More: the full row for Harvest Fund Management Co., Ltd 6,906 $1.05M 0.03% -24 13F-HR Timeline Group First Bank & Trust More: the full row for First Bank & Trust 6,884 $1.04M 0.15% -48 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 6,884 $1.04M 0.09% -61 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 6,875 $1.04M 0.1% +2 13F-HR Timeline Fort Point Capital Partners LLC More: the full row for Fort Point Capital Partners LLC 6,855 $1.04M 0.11% +1,084 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 6,850 $1.04M 0.03% -213 13F-HR Timeline Gilliland Jeter Wealth Management LLC More: the full row for Gilliland Jeter Wealth Management LLC 6,849 $1.04M 0.27% +13 13F-HR Timeline Beta Wealth Group, Inc. More: the full row for Beta Wealth Group, Inc. 6,804 $1.03M 0.39% +202 13F-HR Timeline Keystone Financial Group More: the full row for Keystone Financial Group 6,796 $1.03M 0.06% +7 13F-HR Timeline Summit Global Investments in group Summit Global Investments More: the full row for Summit Global Investments 6,792 $1.03M 0.06% +657 13F-HR Timeline Group FLOYD FINANCIAL GROUP LLC More: the full row for FLOYD FINANCIAL GROUP LLC 6,795 $1.02M 0.67% -59 13F-HR Timeline STABLEFORD CAPITAL II LLC More: the full row for STABLEFORD CAPITAL II LLC 6,736 $1.02M 0.35% +599 13F-HR Timeline Ponta Wealth Partners, LLC More: the full row for Ponta Wealth Partners, LLC 6,728 $1.02M 0.55% +780 13F-HR Timeline Proficio Capital Partners LLC More: the full row for Proficio Capital Partners LLC 6,685 $1.01M 0.04% new 13F-HR Timeline SECURED RETIREMENT ADVISORS, LLC More: the full row for SECURED RETIREMENT ADVISORS, LLC 6,659 $1.01M 0.52% new 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 6,649 $1.01M 0.19% -2 13F-HR Timeline WEST MICHIGAN ADVISORS, LLC More: the full row for WEST MICHIGAN ADVISORS, LLC 6,643 $1.01M 0.19% -602 13F-HR/A Timeline Atlas Legacy Advisors, LLC More: the full row for Atlas Legacy Advisors, LLC 6,556 $1M 0.15% +1,636 13F-HR Timeline Zhang Financial LLC More: the full row for Zhang Financial LLC 6,575 $996K 0.03% +553 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 6,572 $996K 0.04% -41 13F-HR Timeline Cornerstone Wealth Group, LLC More: the full row for Cornerstone Wealth Group, LLC 6,559 $994K 0.06% +1,003 13F-HR Timeline Brown Financial Advisors More: the full row for Brown Financial Advisors 6,545 $992K 0.35% +34 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 6,542 $991K 0.09% +73 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 6,540 $991K 0.06% +137 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 6,530 $989K 0.18% +1,313 13F-HR Timeline Accuvest Global Advisors More: the full row for Accuvest Global Advisors 6,495 $984K 0.85% new 13F-HR Timeline L2 Asset Management, LLC More: the full row for L2 Asset Management, LLC 6,487 $983K 0.1% +153 13F-HR Timeline PRIMORIS WEALTH ADVISORS, LLC More: the full row for PRIMORIS WEALTH ADVISORS, LLC 6,483 $982K 0.45% +2,483 13F-HR Timeline BERKSHIRE ASSET MANAGEMENT LLC/PA More: the full row for BERKSHIRE ASSET MANAGEMENT LLC/PA 6,430 $974K 0.04% +927 13F-HR Timeline Berkeley, Inc More: the full row for Berkeley, Inc 6,430 $974K 0.31% +3 13F-HR Timeline CVFG LLC More: the full row for CVFG LLC 6,407 $971K 0.1% +109 13F-HR Timeline Clear Harbor Asset Management, LLC More: the full row for Clear Harbor Asset Management, LLC 6,378 $966K 0.06% -27 13F-HR Timeline KORNITZER CAPITAL MANAGEMENT INC /KS More: the full row for KORNITZER CAPITAL MANAGEMENT INC /KS 6,359 $963K 0.02% -30 13F-HR Timeline ARGUS INVESTORS' COUNSEL, INC. More: the full row for ARGUS INVESTORS' COUNSEL, INC. 6,354 $963K 0.74% +454 13F-HR Timeline Advance Capital Management, Inc. More: the full row for Advance Capital Management, Inc. 6,352 $962K 0.03% -14 13F-HR Timeline Fayez Sarofim & Co in group Fayez Sarofim & Co More: the full row for Fayez Sarofim & Co 6,338 $960K <0.01% +242 13F-HR Timeline Group CHILDRESS CAPITAL ADVISORS, LLC More: the full row for CHILDRESS CAPITAL ADVISORS, LLC 6,332 $959K 0.16% -533 13F-HR Timeline SUMMITRY LLC More: the full row for SUMMITRY LLC 6,312 $956K 0.03% +1,060 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 6,204 $956K 0.01% +274 13F-HR Timeline Intellectus Partners, LLC More: the full row for Intellectus Partners, LLC 6,299 $954K 0.17% 0 13F-HR Timeline IRON Financial LLC More: the full row for IRON Financial LLC 6,279 $951K 0.39% +373 13F-HR Timeline EntryPoint Capital, LLC More: the full row for EntryPoint Capital, LLC 6,272 $950K 0.23% -3,217 13F-HR Timeline TRUST POINT INC. More: the full row for TRUST POINT INC. 6,270 $950K 0.08% +570 13F-HR Timeline PCM Encore, LLC More: the full row for PCM Encore, LLC 6,263 $949K 0.17% -156 13F-HR Timeline Heartland Bank & Trust Co More: the full row for Heartland Bank & Trust Co 6,258 $948K 0.2% -60 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 6,235 $945K 0.06% -273 13F-HR Timeline GWN SECURITIES INC. More: the full row for GWN SECURITIES INC. 6,225 $943K 0.16% +148 13F-HR Timeline Advocate Investing Services LLC More: the full row for Advocate Investing Services LLC 6,206 $940K 0.72% -259 13F-HR Timeline TOWNSQUARE CAPITAL LLC More: the full row for TOWNSQUARE CAPITAL LLC 6,201 $939K 0.17% +199 13F-HR Timeline Quattro Advisors LLC More: the full row for Quattro Advisors LLC 6,164 $934K 0.62% +278 13F-HR Timeline Bluesphere Advisors LLC More: the full row for Bluesphere Advisors LLC 6,158 $933K 0.29% +66 13F-HR Timeline Lewis Asset Management, LLC More: the full row for Lewis Asset Management, LLC 6,156 $933K 0.33% +430 13F-HR Timeline Providence First Trust Co More: the full row for Providence First Trust Co 6,155 $932K 0.26% -19 13F-HR Timeline DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 6,130 $929K 0.17% +324 13F-HR Timeline FIRST NATIONAL BANK SIOUX FALLS More: the full row for FIRST NATIONAL BANK SIOUX FALLS 5,895 $928K 0.25% 0 13F-HR Timeline Advocacy Wealth Management, LLC More: the full row for Advocacy Wealth Management, LLC 6,116 $927K 0.03% -273 13F-HR Timeline 1248 Management, LLC More: the full row for 1248 Management, LLC 6,113 $926K 0.36% +1,193 13F-HR Timeline Nilsine Partners, LLC More: the full row for Nilsine Partners, LLC 6,097 $924K 0.06% +243 13F-HR Timeline PROFFITT & GOODSON INC More: the full row for PROFFITT & GOODSON INC 6,094 $923K 0.13% -224 13F-HR Timeline SAGE PRIVATE WEALTH GROUP, LLC More: the full row for SAGE PRIVATE WEALTH GROUP, LLC 6,072 $920K 0.41% +456 13F-HR Timeline FOLGER NOLAN FLEMING DOUGLAS CAPITAL MA… More: the full row for FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC 6,024 $913K 0.07% 0 13F-HR Timeline Meadowbrook Wealth Management, LLC More: the full row for Meadowbrook Wealth Management, LLC 6,028 $912K 0.98% -100 13F-HR Timeline Progressive Investment Management Corp More: the full row for Progressive Investment Management Corp 5,975 $905K 0.2% 0 13F-HR Timeline SS&H Financial Advisors, Inc. More: the full row for SS&H Financial Advisors, Inc. 5,955 $902K 0.23% 13F-HR Timeline Hutchens & Kramer Investment Management… More: the full row for Hutchens & Kramer Investment Management Group, LLC 5,941 $900K 0.24% -373 13F-HR Timeline KRS Capital Management, LLC More: the full row for KRS Capital Management, LLC 5,940 $900K 0.42% -13 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 5,922 $897K 0.04% -817 13F-HR Timeline Group EVERPAR ADVISORS LLC More: the full row for EVERPAR ADVISORS LLC 5,912 $896K 0.25% -541 13F-HR Timeline InTrack Investment Management Inc More: the full row for InTrack Investment Management Inc 5,884 $891K 0.44% -134 13F-HR Timeline Newman Dignan & Sheerar, Inc. More: the full row for Newman Dignan & Sheerar, Inc. 5,880 $891K 0.17% -120 13F-HR Timeline Harbour Wealth Management Group, Inc. More: the full row for Harbour Wealth Management Group, Inc. 5,862 $888K 0.6% +118 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 5,858 $888K 0.05% +433 13F-HR Timeline Resurgent Financial Advisors LLC More: the full row for Resurgent Financial Advisors LLC 5,822 $882K 0.25% +197 13F-HR Timeline Channing Global Advisors, LLC More: the full row for Channing Global Advisors, LLC 5,821 $882K 0.46% -3,280 13F-HR Timeline EQUITABLE TRUST CO More: the full row for EQUITABLE TRUST CO 5,818 $881K 0.04% -997 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 5,778 $875K 0.05% -1,481 13F-HR Timeline New Republic Capital, LLC More: the full row for New Republic Capital, LLC 5,772 $874K 0.2% +925 13F-HR Timeline Cardinal Point Capital Management ULC More: the full row for Cardinal Point Capital Management ULC 5,765 $873K 0.05% 0 13F-HR Timeline Meridian Wealth Advisors, LLC More: the full row for Meridian Wealth Advisors, LLC 5,734 $869K 0.1% -2 13F-HR Timeline J.Safra Asset Management Corp More: the full row for J.Safra Asset Management Corp 5,712 $865K 0.04% -468 13F-HR Timeline Banque Transatlantique SA in group Banque Transatlantique SA More: the full row for Banque Transatlantique SA 5,662 $858K 0.02% -16 13F-HR Timeline Group Sterling Investment Advisors, Ltd. More: the full row for Sterling Investment Advisors, Ltd. 5,655 $857K 0.14% 0 13F-HR Timeline CURIO WEALTH, LLC More: the full row for CURIO WEALTH, LLC 5,647 $856K 0.27% -15 13F-HR Timeline First Nebraska Trust Co More: the full row for First Nebraska Trust Co 5,604 $849K 0.07% +8 13F-HR Timeline Evansbrook LLC More: the full row for Evansbrook LLC 5,599 $848K 0.51% +65 13F-HR Timeline Finivi Inc. More: the full row for Finivi Inc. 5,582 $846K 0.43% +90 13F-HR Timeline Asset Advisory Group, Inc. More: the full row for Asset Advisory Group, Inc. 5,581 $845K 0.37% +4 13F-HR Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 5,243 $843K 0.06% -1,643 13F-HR Timeline TRB Wealth Management, LLC More: the full row for TRB Wealth Management, LLC 5,554 $841K 0.11% -240 13F-HR Timeline NATURAL INVESTMENTS, LLC More: the full row for NATURAL INVESTMENTS, LLC 5,554 $841K 0.18% -2,395 13F-HR Timeline Farmers National Bank More: the full row for Farmers National Bank 5,538 $839K 0.18% -470 13F-HR Timeline Vann Equity Management LLC More: the full row for Vann Equity Management LLC 5,525 $837K 0.51% +144 13F-HR Timeline SageGuard Financial Group, LLC More: the full row for SageGuard Financial Group, LLC 5,524 $837K 0.12% new 13F-HR Timeline STRATEGY ASSET MANAGERS LLC More: the full row for STRATEGY ASSET MANAGERS LLC 5,521 $836K 0.12% -117 13F-HR Timeline Americana Partners, LLC More: the full row for Americana Partners, LLC 5,480 $830K 0.02% +709 13F-HR Timeline Tandem Investment Advisors, Inc. More: the full row for Tandem Investment Advisors, Inc. 5,475 $829K 0.06% -109 13F-HR Timeline Texas Bank & Trust Co More: the full row for Texas Bank & Trust Co 5,471 $829K 0.27% -62 13F-HR Timeline Wealth Management Associates, Inc. More: the full row for Wealth Management Associates, Inc. 5,455 $826K 0.23% +494 13F-HR Timeline Legacy Bridge, LLC More: the full row for Legacy Bridge, LLC 5,423 $822K 0.25% -175 13F-HR Timeline BETO FINANCIAL GROUP, LLC More: the full row for BETO FINANCIAL GROUP, LLC 5,266 $820K 0.43% -66 13F-HR Timeline True North Advisors, LLC More: the full row for True North Advisors, LLC 5,389 $816K 0.08% +571 13F-HR Timeline FOSTER DYKEMA CABOT & PARTNERS, LLC More: the full row for FOSTER DYKEMA CABOT & PARTNERS, LLC 5,388 $816K 0.05% 0 13F-HR Timeline JACKSON THORNTON WEALTH MANAGEMENT, LLC More: the full row for JACKSON THORNTON WEALTH MANAGEMENT, LLC 5,386 $816K 0.06% +360 13F-HR Timeline Moss Adams Wealth Advisors LLC More: the full row for Moss Adams Wealth Advisors LLC 5,371 $814K 0.05% -105 13F-HR Timeline Bolthouse Investments, LLC More: the full row for Bolthouse Investments, LLC 5,369 $813K 0.66% new 13F-HR Timeline Mechanics Bank Trust Department More: the full row for Mechanics Bank Trust Department 5,363 $812K 0.1% +828 13F-HR Timeline COLTON GROOME FINANCIAL ADVISORS, LLC More: the full row for COLTON GROOME FINANCIAL ADVISORS, LLC 5,348 $810K 0.2% +68 13F-HR Timeline HOHIMER WEALTH MANAGEMENT, LLC More: the full row for HOHIMER WEALTH MANAGEMENT, LLC 5,340 $809K 0.08% +179 13F-HR Timeline CAMBIENT FAMILY OFFICE, LLC More: the full row for CAMBIENT FAMILY OFFICE, LLC 5,329 $807K 0.1% -275 13F-HR Timeline Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 5,306 $804K 0.04% -202 13F-HR Timeline VICTORY FINANCIAL GROUP, LLC More: the full row for VICTORY FINANCIAL GROUP, LLC 5,284 $801K 0.08% -788 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 5,273 $799K 0.09% -1,868 13F-HR Timeline LANDSCAPE CAPITAL MANAGEMENT, L.L.C. in group LANDSCAPE CAPITAL MANAGEMENT,… More: the full row for LANDSCAPE CAPITAL MANAGEMENT, L.L.C. 5,231 $792K 0.05% new 13F-HR Timeline Group EJMK Ventures LLC More: the full row for EJMK Ventures LLC 5,216 $790K 0.36% -1,824 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 5,200 $788K 0.05% +85 13F-HR Timeline Radnor Capital Management, LLC More: the full row for Radnor Capital Management, LLC 5,200 $788K 0.11% 0 13F-HR Timeline CONWAY CAPITAL MANAGEMENT, INC. More: the full row for CONWAY CAPITAL MANAGEMENT, INC. 5,184 $785K 0.35% 0 13F-HR Timeline W.H. Cornerstone Investments Inc. More: the full row for W.H. Cornerstone Investments Inc. 5,184 $785K 0.44% +2,012 13F-HR Timeline Occidental Asset Management, LLC More: the full row for Occidental Asset Management, LLC 5,178 $785K 0.08% +202 13F-HR Timeline Alpha Zero LLC More: the full row for Alpha Zero LLC 5,048 $781K 0.3% +1,455 13F-HR Timeline VEGA INVESTMENT SOLUTIONS More: the full row for VEGA INVESTMENT SOLUTIONS 5,150 $780K 0.11% +322 13F-HR Timeline 3Chopt Investment Partners, LLC More: the full row for 3Chopt Investment Partners, LLC 5,149 $780K 0.15% -131 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 5,148 $780K 0.44% -27 13F-HR Timeline West Family Investments, Inc. More: the full row for West Family Investments, Inc. 5,145 $779K 0.23% +1,409 13F-HR Timeline VALLEY WEALTH MANAGERS, INC. in group VALLEY WEALTH MANAGERS, INC. More: the full row for VALLEY WEALTH MANAGERS, INC. 5,140 $779K 0.04% +113 13F-HR Timeline Group Fortis Capital Advisors, LLC More: the full row for Fortis Capital Advisors, LLC 5,126 $777K 0.09% +448 13F-HR Timeline Beverly Hills Private Wealth, LLC More: the full row for Beverly Hills Private Wealth, LLC 5,123 $776K 0.15% -6,097 13F-HR Timeline Capstone Capital Management Ltd More: the full row for Capstone Capital Management Ltd 5,112 $774K 0.35% new 13F-HR Timeline Cascades Capital Asset Management, LLC More: the full row for Cascades Capital Asset Management, LLC 5,112 $774K 0.29% -250 13F-HR Timeline Cohen Capital Management, Inc. More: the full row for Cohen Capital Management, Inc. 5,096 $772K 0.1% 0 13F-HR Timeline RICHARDS, MERRILL & PETERSON, INC. More: the full row for RICHARDS, MERRILL & PETERSON, INC. 5,092 $771K 0.24% +102 13F-HR Timeline Marex Group Ltd in group Marex Group Ltd More: the full row for Marex Group Ltd 5,066 $768K 0.01% +1,679 13F-HR Timeline Group Schuylkill Financial LLC More: the full row for Schuylkill Financial LLC 5,062 $767K 0.71% 13F-HR Timeline TOBAM More: the full row for TOBAM 5,056 $766K 0.19% +561 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. LVW Advisors, LLC More: the full row for LVW Advisors, LLC 5,041 $764K 0.07% +224 13F-HR Timeline FUKOKU MUTUAL LIFE INSURANCE Co More: the full row for FUKOKU MUTUAL LIFE INSURANCE Co 5,020 $761K 0.04% +64 13F-HR Timeline Waterway Wealth Management, LLC More: the full row for Waterway Wealth Management, LLC 5,019 $760K 0.16% +136 13F-HR Timeline CITY NATIONAL BANK OF FLORIDA /MSD More: the full row for CITY NATIONAL BANK OF FLORIDA /MSD 5,015 $760K 0.32% +795 13F-HR Timeline BOYD WATTERSON ASSET MANAGEMENT LLC/OH More: the full row for BOYD WATTERSON ASSET MANAGEMENT LLC/OH 5,000 $758K 0.2% 0 13F-HR Timeline Canton Hathaway, LLC More: the full row for Canton Hathaway, LLC 5,000 $758K 0.15% 0 13F-HR Timeline Bridgewater Advisors Inc. 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