CONNABLE OFFICE INC More: the full row for CONNABLE OFFICE INC 5,723 $2.78M 0.26% +84 13F-HR Timeline QUATTRO FINANCIAL ADVISORS LLC More: the full row for QUATTRO FINANCIAL ADVISORS LLC 5,700 $2.77M 0.88% 0 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 5,701 $2.77M 0.3% -214 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. PKO Investment Management Joint-Stock Co More: the full row for PKO Investment Management Joint-Stock Co 5,700 $2.76M 0.24% -1,800 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 5,678 $2.75M 0.09% +1,131 13F-HR Timeline Nicollet Investment Management, Inc. More: the full row for Nicollet Investment Management, Inc. 5,675 $2.75M 0.9% -125 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 5,670 $2.75M 0.15% +1,570 13F-HR Timeline SYNTAX RESEARCH, INC. More: the full row for SYNTAX RESEARCH, INC. 5,665 $2.75M 1.77% -46 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 5,654 $2.74M 0.12% +72 13F-HR Timeline TOUNJIAN ADVISORY PARTNERS, LLC More: the full row for TOUNJIAN ADVISORY PARTNERS, LLC 5,622 $2.73M 0.91% -1,518 13F-HR Timeline ASHTON THOMAS SECURITIES, LLC More: the full row for ASHTON THOMAS SECURITIES, LLC 5,621 $2.73M 0.38% +3,722 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 5,620 $2.73M 0.07% -2,158 13F-HR Timeline Group Hedeker Wealth, LLC More: the full row for Hedeker Wealth, LLC 5,612 $2.72M 0.57% -233 13F-HR Timeline Pacifica Partners Inc. More: the full row for Pacifica Partners Inc. 5,119 $2.72M 0.97% +4,963 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 5,592 $2.71M 0.04% -86 13F-HR Timeline Vident Advisory, LLC in group Vident Advisory, LLC More: the full row for Vident Advisory, LLC 5,588 $2.71M 0.03% +588 13F-HR Timeline Group TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 5,576 $2.7M 0.19% -155 13F-HR Timeline Regency Capital Management Inc.\DE More: the full row for Regency Capital Management Inc.\DE 5,558 $2.7M 1.28% -2,271 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 5,549 $2.69M 0.46% +6 13F-HR Timeline Cornell Pochily Investment Advisors, In… More: the full row for Cornell Pochily Investment Advisors, Inc. 5,543 $2.69M 0.8% -172 13F-HR Timeline American Trust More: the full row for American Trust 5,533 $2.68M 0.23% -130 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 5,522 $2.68M 0.21% +1,448 13F-HR Timeline Coastal Bridge Advisors, LLC More: the full row for Coastal Bridge Advisors, LLC 5,500 $2.67M 0.2% +1,719 13F-HR Timeline Vest Financial, LLC More: the full row for Vest Financial, LLC 5,499 $2.67M 0.03% +1,059 13F-HR Timeline Community Bank, N.A. More: the full row for Community Bank, N.A. 5,498 $2.67M 0.32% +186 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 5,483 $2.66M 0.6% +98 13F-HR Timeline PANAGORA ASSET MANAGEMENT INC More: the full row for PANAGORA ASSET MANAGEMENT INC 5,480 $2.66M 0.01% 0 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 5,436 $2.64M 0.11% -341 13F-HR Timeline CHAPMAN FINANCIAL GROUP, LLC More: the full row for CHAPMAN FINANCIAL GROUP, LLC 5,429 $2.63M 1.82% +497 13F-HR Timeline INTRUST BANK NA More: the full row for INTRUST BANK NA 5,423 $2.63M 0.22% +207 13F-HR Timeline CHELSEA COUNSEL CO More: the full row for CHELSEA COUNSEL CO 5,410 $2.63M 1.17% -10 13F-HR Timeline Pflug Koory, LLC More: the full row for Pflug Koory, LLC 5,412 $2.62M 1.24% +43 13F-HR Timeline Citizens National Bank Trust Department More: the full row for Citizens National Bank Trust Department 5,401 $2.62M 0.47% +304 13F-HR Timeline Sava Infond d.o.o. More: the full row for Sava Infond d.o.o. 5,390 $2.61M 0.37% +1,000 13F-HR Timeline Arrow Financial Corp in group Arrow Financial Corp More: the full row for Arrow Financial Corp 5,386 $2.61M 0.27% +257 13F-HR Timeline Group Palumbo Wealth Management LLC More: the full row for Palumbo Wealth Management LLC 5,546 $2.61M 0.83% +183 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 5,353 $2.6M 0.1% +168 13F-HR Timeline Marks Group Wealth Management, Inc More: the full row for Marks Group Wealth Management, Inc 5,351 $2.6M 0.24% -4,341 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 5,332 $2.59M 0.07% -250 13F-HR/A Timeline Jump Financial, LLC in group Jump Financial, LLC More: the full row for Jump Financial, LLC 5,312 $2.58M 0.03% -105,640 13F-HR/A Timeline Group Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 5,302 $2.57M 0.05% -766 13F-HR Timeline PARADIGM ASSET MANAGEMENT CO LLC More: the full row for PARADIGM ASSET MANAGEMENT CO LLC 5,300 $2.57M 0.59% 0 13F-HR Timeline Front Row Advisors LLC More: the full row for Front Row Advisors LLC 5,277 $2.56M 0.86% -558 13F-HR Timeline Phoenix Financial Ltd. in group Phoenix Financial Ltd. More: the full row for Phoenix Financial Ltd. 6,952 $2.56M 0.03% +2,065 13F-HR/A Timeline Group HANCOCK WHITNEY CORP More: the full row for HANCOCK WHITNEY CORP 5,262 $2.55M 0.05% -87 13F-HR Timeline Avantax Planning Partners, Inc. More: the full row for Avantax Planning Partners, Inc. 5,204 $2.52M 0.07% -1,989 13F-HR Timeline ALERUS FINANCIAL NA More: the full row for ALERUS FINANCIAL NA 5,188 $2.52M 0.13% +3,106 13F-HR Timeline PITCAIRN CO in group PITCAIRN CO More: the full row for PITCAIRN CO 5,187 $2.52M 0.2% -4,103 13F-HR Timeline Group Hennion & Walsh Asset Management, Inc. More: the full row for Hennion & Walsh Asset Management, Inc. 5,186 $2.52M 0.09% -29 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 5,183 $2.51M 0.13% -6,160 13F-HR Timeline Sound View Wealth Advisors Group, LLC More: the full row for Sound View Wealth Advisors Group, LLC 5,183 $2.51M 0.17% -46 13F-HR Timeline MIDDLETON & CO INC/MA More: the full row for MIDDLETON & CO INC/MA 5,167 $2.51M 0.27% -15 13F-HR Timeline Empirical Financial Services, LLC d.b.a… More: the full row for Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 5,107 $2.48M 0.05% +36 13F-HR Timeline GKV Capital Management Co., Inc. More: the full row for GKV Capital Management Co., Inc. 5,081 $2.46M 0.97% -250 13F-HR Timeline Hardy Reed LLC More: the full row for Hardy Reed LLC 5,080 $2.46M 0.18% +20 13F-HR Timeline TRANSATLANTIQUE PRIVATE WEALTH LLC More: the full row for TRANSATLANTIQUE PRIVATE WEALTH LLC 5,074 $2.46M 0.81% -238 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 5,063 $2.46M 0.06% +88 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 5,052 $2.45M 0.03% +725 13F-HR Timeline Strengthening Families & Communities, L… More: the full row for Strengthening Families & Communities, LLC 5,004 $2.45M 0.54% +4,825 13F-HR Timeline Atlantic Edge Private Wealth Management… More: the full row for Atlantic Edge Private Wealth Management, LLC 5,033 $2.44M 0.63% +70 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 5,025 $2.44M 0.05% +187 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 5,014 $2.43M 0.06% -2,003 13F-HR Timeline VIKING FUND MANAGEMENT LLC More: the full row for VIKING FUND MANAGEMENT LLC 5,000 $2.43M 0.29% 0 13F-HR Timeline Aries Wealth Management More: the full row for Aries Wealth Management 4,999 $2.42M 0.57% -86 13F-HR Timeline Hunter Perkins Capital Management, LLC More: the full row for Hunter Perkins Capital Management, LLC 4,983 $2.42M 0.54% new 13F-HR Timeline GENEVA CAPITAL MANAGEMENT LLC More: the full row for GENEVA CAPITAL MANAGEMENT LLC 4,982 $2.42M 0.04% -191 13F-HR Timeline FOSTER & MOTLEY INC More: the full row for FOSTER & MOTLEY INC 4,921 $2.39M 0.13% -235 13F-HR Timeline Connor, Clark & Lunn Investment Managem… More: the full row for Connor, Clark & Lunn Investment Management Ltd. 4,917 $2.38M 0.01% -57,904 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 4,396 $2.38M 0.13% +634 13F-HR/A Timeline ORLEANS CAPITAL MANAGEMENT CORP/LA More: the full row for ORLEANS CAPITAL MANAGEMENT CORP/LA 4,900 $2.38M 1.54% -1,417 13F-HR Timeline EFG Private Wealth Management (Americas… More: the full row for EFG Private Wealth Management (Americas) Corp. 4,888 $2.37M 0.41% -490 13F-HR Timeline PROFUND ADVISORS LLC More: the full row for PROFUND ADVISORS LLC 4,877 $2.37M 0.08% +56 13F-HR Timeline Brevan Howard Capital Management LP in group Brevan Howard Capital Managem… More: the full row for Brevan Howard Capital Management LP 4,877 $2.37M 0.03% -21,394 13F-HR Timeline Group Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 5,119 $2.37M 0.15% +1,284 13F-HR Timeline Decatur Capital Management, Inc. More: the full row for Decatur Capital Management, Inc. 4,874 $2.36M 0.94% +639 13F-HR Timeline Town & Country Bank & Trust CO dba Firs… More: the full row for Town & Country Bank & Trust CO dba First Bankers Trust CO 4,872 $2.36M 0.82% +2,333 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 4,862 $2.36M 0.02% +192 13F-HR Timeline Connecticut Wealth Management, LLC More: the full row for Connecticut Wealth Management, LLC 4,862 $2.36M 0.1% -132 13F-HR Timeline Court Place Advisors, LLC More: the full row for Court Place Advisors, LLC 4,862 $2.36M 0.71% -79 13F-HR Timeline CANANDAIGUA NATIONAL BANK & TRUST CO in group CANANDAIGUA NATIONAL BANK & T… More: the full row for CANANDAIGUA NATIONAL BANK & TRUST CO 4,839 $2.35M 0.21% -2,054 13F-HR Timeline Group MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 4,838 $2.35M 0.05% +1,634 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 4,808 $2.33M 0.14% +1,187 13F-HR Timeline Group B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 4,791 $2.32M 0.11% -856 13F-HR Timeline Neo Ivy Capital Management More: the full row for Neo Ivy Capital Management 4,772 $2.31M 0.56% +3,865 13F-HR Timeline RiverFront Investment Group, LLC More: the full row for RiverFront Investment Group, LLC 4,770 $2.31M 0.04% +199 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 4,748 $2.3M 0.2% -146 13F-HR Timeline Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 4,744 $2.3M 0.15% +88 13F-HR Timeline VISTA INVESTMENT MANAGEMENT More: the full row for VISTA INVESTMENT MANAGEMENT 4,723 $2.29M 0.8% -2 13F-HR Timeline Hemenway Trust Co LLC More: the full row for Hemenway Trust Co LLC 4,723 $2.29M 0.18% -230 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 4,722 $2.29M 0.05% -97 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 4,699 $2.28M 0.12% +208 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 4,688 $2.27M 0.06% -290 13F-HR Timeline BANK OF HAWAII More: the full row for BANK OF HAWAII 4,689 $2.27M 0.11% +12 13F-HR Timeline TILIA FIDUCIARY PARTNERS, INC. More: the full row for TILIA FIDUCIARY PARTNERS, INC. 4,685 $2.27M 1.31% +151 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 4,634 $2.25M 0.14% +114 13F-HR Timeline Ransom Advisory, Ltd More: the full row for Ransom Advisory, Ltd 4,621 $2.24M 1.01% 0 13F-HR/A Timeline Peak Asset Management, LLC More: the full row for Peak Asset Management, LLC 4,621 $2.24M 0.39% -85 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 4,592 $2.23M 0.09% -684 13F-HR Timeline Cetera Trust Company, N.A More: the full row for Cetera Trust Company, N.A 4,586 $2.22M 1.25% +80 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 4,583 $2.22M 0.04% +13 13F-HR Timeline Group JACKSON SQUARE CAPITAL, LLC More: the full row for JACKSON SQUARE CAPITAL, LLC 4,567 $2.22M 0.48% -656 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 4,566 $2.21M 0.05% +2,036 13F-HR Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 4,554 $2.21M 0.28% +2,908 13F-HR Timeline Gradient Investments LLC in group Gradient Investments LLC More: the full row for Gradient Investments LLC 4,547 $2.21M 0.04% -621 13F-HR Timeline Group Circle Wealth Management, LLC More: the full row for Circle Wealth Management, LLC 4,534 $2.2M 0.04% +734 13F-HR Timeline NICOLET BANKSHARES INC group of 2 filers holding More: the full row for NICOLET BANKSHARES INC 4,247 $2.2M +106 Timeline Bridge Creek Capital Management LLC More: the full row for Bridge Creek Capital Management LLC 4,511 $2.19M 0.61% -454 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 4,488 $2.18M 0.07% +530 13F-HR Timeline Purkiss Capital Advisors LLC More: the full row for Purkiss Capital Advisors LLC 4,478 $2.17M 1.04% +1,023 13F-HR Timeline GAM Holding AG in group GAM Holding AG More: the full row for GAM Holding AG 4,471 $2.17M 0.13% -1,885 13F-HR Timeline Group Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 4,457 $2.16M 0.07% +361 13F-HR Timeline Berger Financial Group, Inc More: the full row for Berger Financial Group, Inc 4,436 $2.15M 0.13% -78 13F-HR Timeline Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 4,429 $2.15M 0.19% +2,127 13F-HR Timeline Greater Midwest Financial Group, LLC More: the full row for Greater Midwest Financial Group, LLC 4,415 $2.14M 1.38% +224 13F-HR Timeline Trust Asset Management LLC More: the full row for Trust Asset Management LLC 4,414 $2.14M 0.15% 0 13F-HR Timeline TRED AVON FAMILY WEALTH, LLC More: the full row for TRED AVON FAMILY WEALTH, LLC 4,410 $2.14M 0.73% 13F-HR Timeline Rossmore Private Capital More: the full row for Rossmore Private Capital 4,373 $2.12M 0.23% -73 13F-HR Timeline LOM Asset Management Ltd More: the full row for LOM Asset Management Ltd 4,372 $2.12M 0.65% -368 13F-HR Timeline EADS & HEALD WEALTH MANAGEMENT More: the full row for EADS & HEALD WEALTH MANAGEMENT 4,354 $2.11M 1.01% -17 13F-HR Timeline Quantbot Technologies LP More: the full row for Quantbot Technologies LP 4,348 $2.11M 0.06% -23,864 13F-HR Timeline Willow Creek Wealth Management Inc. More: the full row for Willow Creek Wealth Management Inc. 4,344 $2.11M 0.17% -11 13F-HR Timeline Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 4,283 $2.08M -3,347 Timeline Cadence Bank More: the full row for Cadence Bank 4,280 $2.08M 0.13% +131 13F-HR Timeline Confluence Wealth Services, Inc. More: the full row for Confluence Wealth Services, Inc. 4,270 $2.07M 0.1% -18 13F-HR Timeline BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 4,265 $2.07M 0.13% -55 13F-HR Timeline Qtron Investments LLC More: the full row for Qtron Investments LLC 4,268 $2.07M 0.26% -974 13F-HR Timeline Palouse Capital Management, Inc. More: the full row for Palouse Capital Management, Inc. 4,265 $2.07M 1.32% -308 13F-HR Timeline Koa Wealth Management, LLC More: the full row for Koa Wealth Management, LLC 4,258 $2.07M 1.53% +114 13F-HR Timeline KPP Advisory Services LLC More: the full row for KPP Advisory Services LLC 4,255 $2.06M 0.31% +96 13F-HR Timeline Stablepoint Partners, LLC More: the full row for Stablepoint Partners, LLC 4,241 $2.06M 0.33% +337 13F-HR Timeline WealthPLAN Partners, LLC More: the full row for WealthPLAN Partners, LLC 4,234 $2.05M 0.31% +241 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 4,206 $2.04M 0.12% +2,480 13F-HR Timeline Vectors Research Management, LLC More: the full row for Vectors Research Management, LLC 4,203 $2.04M 0.64% 0 13F-HR Timeline Bayesian Capital Management, LP More: the full row for Bayesian Capital Management, LP 4,200 $2.04M 0.42% -2,700 13F-HR Timeline K.J. Harrison & Partners Inc More: the full row for K.J. Harrison & Partners Inc 3,878 $2.04M 0.29% +1,500 13F-HR Timeline Auto-Owners Insurance Co in group Auto-Owners Insurance Co More: the full row for Auto-Owners Insurance Co 4,190 $2.03M 0.05% 0 13F-HR/A Timeline Group Eagle Bluffs Wealth Management LLC More: the full row for Eagle Bluffs Wealth Management LLC 4,132 $2.01M 0.87% +87 13F-HR Timeline Clark Capital Management Group, Inc. More: the full row for Clark Capital Management Group, Inc. 4,135 $2.01M 0.01% +15 13F-HR Timeline OAK ASSOCIATES LTD /OH/ More: the full row for OAK ASSOCIATES LTD /OH/ 4,118 $2M 0.12% new 13F-HR Timeline FORT WASHINGTON INVESTMENT ADVISORS INC… More: the full row for FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 4,117 $2M 0.01% -512 13F-HR Timeline Waterfront Wealth Inc. More: the full row for Waterfront Wealth Inc. 3,548 $2M 0.41% +591 13F-HR Timeline Point Windward Advisors Inc. More: the full row for Point Windward Advisors Inc. 4,093 $1.99M 0.93% -798 13F-HR Timeline Atlas Wealth LLC More: the full row for Atlas Wealth LLC 4,091 $1.98M 0.64% -50 13F-HR Timeline DOVER ADVISORS, LLC More: the full row for DOVER ADVISORS, LLC 4,070 $1.98M 0.79% +6 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 4,069 $1.97M 0.08% -1,921 13F-HR Timeline Fragasso Financial Advisors Inc More: the full row for Fragasso Financial Advisors Inc 3,631 $1.97M 0.12% -434 13F-HR Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 4,066 $1.97M 0.1% +480 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 4,066 $1.97M 0.08% -148 13F-HR Timeline OKABENA INVESTMENT SERVICES INC More: the full row for OKABENA INVESTMENT SERVICES INC 4,060 $1.97M 0.38% +9 13F-HR Timeline Sepio Capital, LP More: the full row for Sepio Capital, LP 4,024 $1.95M 0.12% +236 13F-HR Timeline W.H. Cornerstone Investments Inc. More: the full row for W.H. Cornerstone Investments Inc. 4,005 $1.94M 1.18% +119 13F-HR Timeline Arjuna Capital More: the full row for Arjuna Capital 4,001 $1.94M 0.48% -4,188 13F-HR Timeline Warm Springs Advisors Inc. More: the full row for Warm Springs Advisors Inc. 3,998 $1.94M 1.47% +92 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 3,967 $1.92M 0.21% 0 13F-HR Timeline Fayez Sarofim & Co in group Fayez Sarofim & Co More: the full row for Fayez Sarofim & Co 3,967 $1.92M <0.01% -356 13F-HR Timeline Group China Universal Asset Management Co., L… More: the full row for China Universal Asset Management Co., Ltd. 3,963 $1.92M 0.16% new 13F-HR Timeline RMR Wealth Builders More: the full row for RMR Wealth Builders 3,954 $1.92M 0.16% +380 13F-HR Timeline ST GERMAIN D J CO INC in group ST GERMAIN D J CO INC More: the full row for ST GERMAIN D J CO INC 3,947 $1.91M 0.08% +281 13F-HR Timeline Group River Wealth Advisors LLC More: the full row for River Wealth Advisors LLC 3,939 $1.91M 0.22% -263 13F-HR Timeline Diversify Advisory Services, LLC group of 2 filers holding More: the full row for Diversify Advisory Services, LLC 3,361 $1.9M -1,960 Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 3,900 $1.89M 0.08% -83 13F-HR Timeline Group SECTORAL ASSET MANAGEMENT INC More: the full row for SECTORAL ASSET MANAGEMENT INC 3,900 $1.89M 1.17% 0 13F-HR Timeline Voleon Capital Management LP More: the full row for Voleon Capital Management LP 3,889 $1.89M 0.05% -2,929 13F-HR Timeline Castle Rock Wealth Management, LLC More: the full row for Castle Rock Wealth Management, LLC 3,591 $1.88M 0.42% +46 13F-HR Timeline NTV Asset Management LLC More: the full row for NTV Asset Management LLC 3,885 $1.88M 0.21% -247 13F-HR Timeline Cove Private Wealth, LLC More: the full row for Cove Private Wealth, LLC 3,875 $1.88M 0.6% -11 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 3,871 $1.88M 0.05% +1 13F-HR Timeline Group DB Fitzpatrick & Co, Inc More: the full row for DB Fitzpatrick & Co, Inc 3,832 $1.86M 1.68% -66 13F-HR Timeline SUMMIT WEALTH GROUP LLC / CO More: the full row for SUMMIT WEALTH GROUP LLC / CO 3,656 $1.85M 0.2% new 13F-HR Timeline Humankind Investments LLC More: the full row for Humankind Investments LLC 3,812 $1.85M 0.42% -537 13F-HR Timeline Crossmark Global Holdings, Inc. More: the full row for Crossmark Global Holdings, Inc. 3,809 $1.85M 0.03% -43 13F-HR Timeline Chesapeake Wealth Management More: the full row for Chesapeake Wealth Management 3,804 $1.85M 0.56% -42 13F-HR Timeline CenterBook Partners LP More: the full row for CenterBook Partners LP 3,791 $1.84M 0.09% +2,870 13F-HR Timeline DOLIVER ADVISORS, LP More: the full row for DOLIVER ADVISORS, LP 3,775 $1.83M 0.47% +33 13F-HR Timeline GABLES CAPITAL MANAGEMENT INC. More: the full row for GABLES CAPITAL MANAGEMENT INC. 3,761 $1.82M 0.78% +2,674 13F-HR Timeline SHELTON CAPITAL MANAGEMENT More: the full row for SHELTON CAPITAL MANAGEMENT 3,745 $1.82M 0.04% -55 13F-HR Timeline BOYD WATTERSON ASSET MANAGEMENT LLC/OH More: the full row for BOYD WATTERSON ASSET MANAGEMENT LLC/OH 3,743 $1.82M 0.54% -483 13F-HR Timeline Trail Ridge Investment Advisors, LLC More: the full row for Trail Ridge Investment Advisors, LLC 3,733 $1.81M 0.81% +12 13F-HR Timeline Roundview Capital LLC More: the full row for Roundview Capital LLC 3,718 $1.8M 0.11% -67 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 3,709 $1.8M 0.04% +1,246 13F-HR Timeline Bulltick Wealth Management, LLC More: the full row for Bulltick Wealth Management, LLC 3,695 $1.79M 0.42% -321 13F-HR Timeline RESOURCES MANAGEMENT CORP /CT/ /ADV More: the full row for RESOURCES MANAGEMENT CORP /CT/ /ADV 3,697 $1.79M 0.23% -942 13F-HR/A Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 3,695 $1.79M 0.25% 0 13F-HR Timeline Group Nippon Life Global Investors Americas, … More: the full row for Nippon Life Global Investors Americas, Inc. 3,690 $1.79M 0.08% -780 13F-HR Timeline Ipswich Investment Management Co., Inc. More: the full row for Ipswich Investment Management Co., Inc. 3,692 $1.79M 0.42% -678 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 3,681 $1.79M 0.04% -5 13F-HR Timeline MainStreet Investment Advisors LLC More: the full row for MainStreet Investment Advisors LLC 3,679 $1.78M 0.24% +343 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 3,673 $1.78M 0.04% +899 13F-HR Timeline Solstein Capital, LLC More: the full row for Solstein Capital, LLC 3,664 $1.78M 0.81% -65 13F-HR Timeline Generali Investments CEE, investicni sp… More: the full row for Generali Investments CEE, investicni spolecnost, a.s. 3,655 $1.77M 0.13% -100 13F-HR Timeline INTEGRITY ALLIANCE, LLC. 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