SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 12,502 $2.76M 0.07% +986 13F-HR Timeline Group Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 12,342 $2.72M 0.06% +202 13F-HR Timeline Citizens National Bank Trust Department More: the full row for Citizens National Bank Trust Department 12,307 $2.72M 0.57% -160 13F-HR Timeline Wambolt & Associates, LLC More: the full row for Wambolt & Associates, LLC 12,212 $2.7M 0.86% -2,535 13F-HR Timeline RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 12,191 $2.69M 0.08% +1,315 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 12,187 $2.69M 0.06% +130 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 12,041 $2.66M 0.02% +492 13F-HR Timeline Penobscot Investment Management Company… More: the full row for Penobscot Investment Management Company, Inc. 12,041 $2.66M 0.24% +3,700 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 11,965 $2.64M 0.35% -150 13F-HR Timeline NJ State Employees Deferred Compensatio… More: the full row for NJ State Employees Deferred Compensation Plan 11,962 $2.64M 0.32% -2,100 13F-HR Timeline Cetera Trust Company, N.A More: the full row for Cetera Trust Company, N.A 11,873 $2.62M 1.7% -65 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 11,615 $2.56M 0.21% +2,732 13F-HR Timeline Evercore Wealth Management, LLC More: the full row for Evercore Wealth Management, LLC 11,538 $2.55M 0.04% -2,000 13F-HR Timeline FOREFRONT WEALTH MANAGEMENT INC. More: the full row for FOREFRONT WEALTH MANAGEMENT INC. 11,509 $2.54M 2.34% 13F-HR Timeline BURLING WEALTH PARTNERS, LLC More: the full row for BURLING WEALTH PARTNERS, LLC 11,501 $2.54M 0.52% 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 11,466 $2.53M 0.07% +3,748 13F-HR Timeline Arrow Financial Corp in group Arrow Financial Corp More: the full row for Arrow Financial Corp 11,437 $2.52M 0.24% +687 13F-HR Timeline Group Applied Finance Capital Management, LLC More: the full row for Applied Finance Capital Management, LLC 11,392 $2.51M 0.11% -373 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 11,340 $2.5M 0.11% -6,264 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 11,326 $2.5M 0.04% -722 13F-HR Timeline Group SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 11,324 $2.5M 0.05% +41 13F-HR Timeline UNITED SERVICES AUTOMOBILE ASSOCIATION in group UNITED SERVICES AUTOMOBILE AS… More: the full row for UNITED SERVICES AUTOMOBILE ASSOCIATION 11,316 $2.5M 0.08% -336 13F-HR Timeline Group GREAT VALLEY ADVISOR GROUP, INC. in group GREAT VALLEY ADVISOR GROUP, I… More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 11,310 $2.5M 0.06% +257 13F-HR Timeline Group BW Gestao de Investimentos Ltda. More: the full row for BW Gestao de Investimentos Ltda. 11,278 $2.49M 0.12% -50,000 13F-HR Timeline NIA IMPACT ADVISORS, LLC More: the full row for NIA IMPACT ADVISORS, LLC 11,178 $2.47M 0.8% +100 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 11,127 $2.46M 0.03% +209 13F-HR Timeline LOS ANGELES CAPITAL MANAGEMENT LLC More: the full row for LOS ANGELES CAPITAL MANAGEMENT LLC 11,053 $2.44M 0.01% -40 13F-HR Timeline MIRABELLA FINANCIAL SERVICES LLP More: the full row for MIRABELLA FINANCIAL SERVICES LLP 10,965 $2.42M 0.22% new 13F-HR Timeline CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 11,068 $2.41M 0.14% +103 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 10,932 $2.41M 0.19% -5,689 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 10,911 $2.41M 0.06% -218 13F-HR Timeline Great Lakes Retirement, Inc. More: the full row for Great Lakes Retirement, Inc. 10,901 $2.41M 0.31% -68 13F-HR Timeline CGN Advisors LLC More: the full row for CGN Advisors LLC 10,895 $2.4M 0.23% -1,309 13F-HR Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 9,496 $2.4M 0.13% +182 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 12,055 $2.4M 0.14% +4,342 13F-HR Timeline DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 10,766 $2.38M 0.06% +4,960 13F-HR Timeline Beacon Bank & Trust More: the full row for Beacon Bank & Trust 10,741 $2.37M 0.55% +433 13F-HR Timeline Redmond Asset Management, LLC More: the full row for Redmond Asset Management, LLC 10,728 $2.37M 0.59% -63 13F-HR Timeline Meeder Advisory Services, Inc. group of 2 filers holding More: the full row for Meeder Advisory Services, Inc. 10,708 $2.36M +572 Timeline Cunning Capital Partners, LP More: the full row for Cunning Capital Partners, LP 10,670 $2.35M 1.41% 0 13F-HR Timeline SHELL ASSET MANAGEMENT CO More: the full row for SHELL ASSET MANAGEMENT CO 10,607 $2.34M 0.1% -501 13F-HR Timeline Alaethes Wealth, LLC More: the full row for Alaethes Wealth, LLC 10,604 $2.34M 0.84% +51 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 10,532 $2.32M 0.01% -135 13F-HR Timeline WESTPAC BANKING CORP in group WESTPAC BANKING CORP More: the full row for WESTPAC BANKING CORP 10,439 $2.3M 0.15% +2,113 13F-HR Timeline Group GAMMA Investing LLC More: the full row for GAMMA Investing LLC 10,390 $2.29M 0.2% +1,114 13F-HR Timeline Freestone Capital Holdings, LLC in group Freestone Capital Holdings, L… More: the full row for Freestone Capital Holdings, LLC 10,297 $2.27M 0.08% +101 13F-HR Timeline Group INSPIRE TRUST CO, N.A. More: the full row for INSPIRE TRUST CO, N.A. 10,000 $2.21M 0.56% -1,512 13F-HR Timeline Darwin Wealth Management, LLC More: the full row for Darwin Wealth Management, LLC 9,974 $2.2M 0.74% -6,353 13F-HR/A Timeline PITCAIRN CO in group PITCAIRN CO More: the full row for PITCAIRN CO 9,957 $2.2M 0.13% +113 13F-HR Timeline Group PLIMOTH TRUST CO LLC More: the full row for PLIMOTH TRUST CO LLC 9,953 $2.2M 0.56% +43 13F-HR Timeline Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 10,255 $2.2M 0.23% -639 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 8,233 $2.18M 0.18% -2,619 13F-HR Timeline FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 9,875 $2.18M 0.2% +151 13F-HR Timeline Perbak Capital Partners LLP More: the full row for Perbak Capital Partners LLP 9,850 $2.17M 1.16% -8,845 13F-HR Timeline GREENLEAF TRUST More: the full row for GREENLEAF TRUST 9,806 $2.16M 0.02% +382 13F-HR Timeline Game Creek Capital, LP More: the full row for Game Creek Capital, LP 9,750 $2.15M 1.18% -4,175 13F-HR Timeline Cornerstone Planning, LLC More: the full row for Cornerstone Planning, LLC 9,692 $2.14M 0.82% 13F-HR Timeline Post Resch Tallon Group Inc. More: the full row for Post Resch Tallon Group Inc. 9,738 $2.14M 2.06% 13F-HR Timeline Baldwin Investment Management, LLC More: the full row for Baldwin Investment Management, LLC 9,517 $2.1M 0.27% -1,048 13F-HR Timeline GUIDANCE CAPITAL, INC More: the full row for GUIDANCE CAPITAL, INC 9,523 $2.08M 0.64% -695 13F-HR Timeline Bleakley Financial Group, LLC More: the full row for Bleakley Financial Group, LLC 9,351 $2.06M 0.06% +350 13F-HR Timeline SIGNET FINANCIAL MANAGEMENT, LLC More: the full row for SIGNET FINANCIAL MANAGEMENT, LLC 9,270 $2.05M 0.26% +7,016 13F-HR Timeline Fairvoy Private Wealth, LLC More: the full row for Fairvoy Private Wealth, LLC 9,225 $2.04M 0.54% 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 9,197 $2.03M 0.06% +6,642 13F-HR Timeline Group Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 9,183 $2.03M 0.15% -70 13F-HR Timeline Raiffeisen Bank International AG in group Raiffeisen Bank International… More: the full row for Raiffeisen Bank International AG 9,185 $2.03M 0.03% 13F-HR Timeline Group Headlands Technologies LLC More: the full row for Headlands Technologies LLC 9,172 $2.02M 0.2% new 13F-HR Timeline Schechter Investment Advisors, LLC More: the full row for Schechter Investment Advisors, LLC 9,162 $2.02M 0.15% -1,145 13F-HR Timeline Fortis Capital Advisors, LLC More: the full row for Fortis Capital Advisors, LLC 10,176 $2.02M 0.69% +4,298 13F-HR Timeline CFO4Life Group, LLC More: the full row for CFO4Life Group, LLC 9,132 $2.02M 0.35% +3,254 13F-HR Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 9,126 $2.01M 0.03% +540 13F-HR Timeline Group Donoghue Forlines LLC More: the full row for Donoghue Forlines LLC 9,119 $2.01M 0.67% +1,555 13F-HR Timeline OneAscent Financial Services LLC group of 3 filers holding More: the full row for OneAscent Financial Services LLC 9,101 $2.01M +2,321 Timeline CW Advisors, LLC More: the full row for CW Advisors, LLC 9,055 $2M 0.03% -950 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 9,040 $2M 0.24% +562 13F-HR Timeline CAMPBELL NEWMAN ASSET MANAGEMENT INC More: the full row for CAMPBELL NEWMAN ASSET MANAGEMENT INC 9,006 $1.99M 0.16% -138 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 8,954 $1.98M 0.59% +293 13F-HR Timeline 180 WEALTH ADVISORS, LLC More: the full row for 180 WEALTH ADVISORS, LLC 8,920 $1.97M 0.31% -629 13F-HR Timeline CenterBook Partners LP More: the full row for CenterBook Partners LP 8,898 $1.96M 0.12% new 13F-HR Timeline LexAurum Advisors, LLC More: the full row for LexAurum Advisors, LLC 8,888 $1.96M 0.39% +6,471 13F-HR Timeline Avitas Wealth Management LLC More: the full row for Avitas Wealth Management LLC 8,883 $1.96M 0.27% +78 13F-HR Timeline BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 8,863 $1.96M 0.14% -1,489 13F-HR Timeline Waldron Private Wealth LLC More: the full row for Waldron Private Wealth LLC 8,840 $1.95M 0.08% +29 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 8,999 $1.94M 0.06% +71 13F-HR Timeline PARR MCKNIGHT WEALTH MANAGEMENT GROUP, … More: the full row for PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC 8,767 $1.94M 0.28% 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 8,740 $1.93M 0.18% +450 13F-HR Timeline WT Wealth Management More: the full row for WT Wealth Management 8,739 $1.93M 0.61% +332 13F-HR Timeline Rinkey Investments More: the full row for Rinkey Investments 8,728 $1.93M 0.62% +2,709 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 8,669 $1.91M 0.05% -9,152 13F-HR Timeline STABLEFORD CAPITAL II LLC More: the full row for STABLEFORD CAPITAL II LLC 8,661 $1.91M 0.76% -160 13F-HR Timeline SkyOak Wealth, LLC More: the full row for SkyOak Wealth, LLC 8,591 $1.9M 0.41% 0 13F-HR Timeline CONGRESS ASSET MANAGEMENT CO More: the full row for CONGRESS ASSET MANAGEMENT CO 8,514 $1.88M 0.01% new 13F-HR Timeline STEINBERG ASSET MANAGEMENT LLC More: the full row for STEINBERG ASSET MANAGEMENT LLC 8,449 $1.86M 1.38% 0 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 8,408 $1.86M 0.07% -282 13F-HR Timeline Alberta Investment Management Corp More: the full row for Alberta Investment Management Corp 8,300 $1.83M 0.01% -9,700 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 8,296 $1.83M 0.28% -250 13F-HR Timeline Waycross Investment Management Co More: the full row for Waycross Investment Management Co 8,259 $1.82M 1.92% -139 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 8,190 $1.81M 0.06% +396 13F-HR Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 8,164 $1.8M 0.23% +50 13F-HR Timeline Global Wealth Management Investment Adv… More: the full row for Global Wealth Management Investment Advisory, Inc. 8,143 $1.8M 0.37% -95 13F-HR Timeline Qtron Investments LLC More: the full row for Qtron Investments LLC 8,142 $1.8M 0.25% -2,564 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 8,081 $1.78M 0.07% +1,618 13F-HR Timeline SUMITOMO LIFE INSURANCE CO More: the full row for SUMITOMO LIFE INSURANCE CO 8,012 $1.77M 0.03% -216 13F-HR Timeline NWI MANAGEMENT LP More: the full row for NWI MANAGEMENT LP 8,000 $1.77M 0.14% -2,000 13F-HR Timeline Summit Global Investments in group Summit Global Investments More: the full row for Summit Global Investments 7,817 $1.73M 0.11% +173 13F-HR Timeline Group Wealthstar Advisors, LLC More: the full row for Wealthstar Advisors, LLC 7,749 $1.71M 0.74% 13F-HR Timeline Lindenwold Advisors, INC More: the full row for Lindenwold Advisors, INC 7,747 $1.71M 0.91% +14 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 7,733 $1.71M 0.01% +1,418 13F-HR Timeline Group PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 7,732 $1.71M 0.18% +37 13F-HR Timeline My Legacy Advisors, LLC More: the full row for My Legacy Advisors, LLC 7,879 $1.69M 0.66% +55 13F-HR Timeline THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 7,631 $1.68M 0.1% +424 13F-HR Timeline Atala Financial Inc More: the full row for Atala Financial Inc 7,626 $1.68M 1.18% 13F-HR Timeline Sheets Smith Investment Management More: the full row for Sheets Smith Investment Management 7,572 $1.67M 1.42% 13F-HR Timeline IQ EQ FUND MANAGEMENT (IRELAND) Ltd More: the full row for IQ EQ FUND MANAGEMENT (IRELAND) Ltd 7,569 $1.67M 0.2% -1,035 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 7,566 $1.67M 0.17% +1,020 13F-HR Timeline DOHJ, LLC More: the full row for DOHJ, LLC 7,523 $1.66M 0.38% +16 13F-HR Timeline Freemont Management S.A. More: the full row for Freemont Management S.A. 7,500 $1.66M 0.81% 0 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 7,498 $1.66M 0.03% +6 13F-HR Timeline Mount Lucas Management LP More: the full row for Mount Lucas Management LP 7,490 $1.65M 0.58% -369 13F-HR Timeline Centre Asset Management, LLC More: the full row for Centre Asset Management, LLC 7,489 $1.65M 0.38% +522 13F-HR Timeline Perpetual Ltd in group Perpetual Ltd More: the full row for Perpetual Ltd 7,386 $1.63M 0.02% +2,226 13F-HR Timeline Group Sabal Trust CO More: the full row for Sabal Trust CO 7,381 $1.63M 0.09% -17 13F-HR Timeline OXFORD ASSET MANAGEMENT LLP More: the full row for OXFORD ASSET MANAGEMENT LLP 7,297 $1.61M 0.74% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 7,257 $1.6M 0.03% +4,890 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 7,254 $1.6M 0.12% +221 13F-HR Timeline MUFG SECURITIES AMERICAS INC. More: the full row for MUFG SECURITIES AMERICAS INC. 7,196 $1.59M 0.2% 13F-HR Timeline Morningstar Investment Management LLC group of 2 filers holding More: the full row for Morningstar Investment Management LLC 7,165 $1.58M -5,640 Timeline Kenora Financial, LLC More: the full row for Kenora Financial, LLC 7,140 $1.58M 0.63% +225 13F-HR Timeline Fiduciary Group, LLC More: the full row for Fiduciary Group, LLC 7,114 $1.57M 0.16% -10 13F-HR Timeline Drake & Associates, LLC More: the full row for Drake & Associates, LLC 6,345 $1.56M 0.44% +3,113 13F-HR Timeline Gratus Wealth Advisors, LLC More: the full row for Gratus Wealth Advisors, LLC 7,042 $1.55M 0.25% -19 13F-HR Timeline LAKE STREET ADVISORS GROUP, LLC More: the full row for LAKE STREET ADVISORS GROUP, LLC 7,034 $1.55M 0.07% -258 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 7,032 $1.55M 0.07% new 13F-HR Timeline Prudent Man Advisors, LLC More: the full row for Prudent Man Advisors, LLC 7,014 $1.55M 0.56% -583 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 6,995 $1.54M 0.2% -3,678 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 6,951 $1.53M 0.08% +245 13F-HR Timeline Centennial Bank/AR/ in group Centennial Bank/AR/ More: the full row for Centennial Bank/AR/ 6,950 $1.53M 0.72% -169 13F-HR Timeline Group L & S Advisors Inc More: the full row for L & S Advisors Inc 6,932 $1.53M 0.17% +477 13F-HR Timeline Legacy Bridge, LLC More: the full row for Legacy Bridge, LLC 6,930 $1.53M 0.8% 0 13F-HR Timeline V-Square Quantitative Management LLC More: the full row for V-Square Quantitative Management LLC 6,923 $1.53M 0.22% +577 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 6,916 $1.53M 0.04% -9 13F-HR Timeline Ascentis Independent Advisors in group Ascentis Wealth Management, L… More: the full row for Ascentis Independent Advisors 6,913 $1.53M 0.29% -1,049 13F-HR Timeline Group STRATEGY ASSET MANAGERS LLC More: the full row for STRATEGY ASSET MANAGERS LLC 6,889 $1.52M 0.29% -40 13F-HR Timeline CORNERCAP INVESTMENT COUNSEL INC More: the full row for CORNERCAP INVESTMENT COUNSEL INC 6,846 $1.51M 0.49% -1,915 13F-HR Timeline Barden Capital Management, Inc. More: the full row for Barden Capital Management, Inc. 6,814 $1.5M 1.29% -10 13F-HR Timeline MBM WEALTH CONSULTANTS, LLC More: the full row for MBM WEALTH CONSULTANTS, LLC 6,847 $1.5M 0.45% +183 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 6,808 $1.5M 0.08% -144 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 6,733 $1.49M 0.03% -492 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 6,731 $1.49M 0.1% +817 13F-HR Timeline Group Trek Financial, LLC More: the full row for Trek Financial, LLC 6,658 $1.47M 0.11% -14,387 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 6,649 $1.47M 0.05% -197 13F-HR/A Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 6,631 $1.46M 0.03% -32 13F-HR Timeline EDENTREE ASSET MANAGEMENT Ltd More: the full row for EDENTREE ASSET MANAGEMENT Ltd 6,625 $1.46M 0.42% -1,283 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 6,675 $1.46M 0.01% -988 13F-HR Timeline CANANDAIGUA NATIONAL BANK & TRUST CO in group CANANDAIGUA NATIONAL BANK & T… More: the full row for CANANDAIGUA NATIONAL BANK & TRUST CO 6,552 $1.45M 0.14% new 13F-HR Timeline Group Tyche Wealth Partners LLC More: the full row for Tyche Wealth Partners LLC 6,507 $1.44M 0.3% +3,696 13F-HR Timeline Challenger Wealth Management More: the full row for Challenger Wealth Management 6,475 $1.43M 1.23% 13F-HR Timeline Northern Financial Advisors Inc More: the full row for Northern Financial Advisors Inc 6,465 $1.43M 1.14% -213 13F-HR Timeline BankPlus Trust Department group of 2 filers holding More: the full row for BankPlus Trust Department 6,458 $1.43M new Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 6,739 $1.42M 0.08% +419 13F-HR Timeline RIA Advisory Group LLC More: the full row for RIA Advisory Group LLC 6,431 $1.42M 0.48% -157 13F-HR Timeline Weiss Asset Management LP in group Weiss Asset Management LP More: the full row for Weiss Asset Management LP 6,415 $1.42M 0.03% -11,713 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 6,394 $1.41M 0.04% +40 13F-HR Timeline Americana Partners, LLC More: the full row for Americana Partners, LLC 6,386 $1.41M 0.06% 0 13F-HR Timeline Ellevest, Inc. More: the full row for Ellevest, Inc. 6,376 $1.41M 0.08% +56 13F-HR Timeline Guerra Advisors Inc More: the full row for Guerra Advisors Inc 6,363 $1.4M 0.78% 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 6,347 $1.4M 0.09% +239 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 6,344 $1.4M 0.04% -275 13F-HR Timeline Venator Management LLC More: the full row for Venator Management LLC 6,312 $1.39M 0.4% 0 13F-HR Timeline Aries Wealth Management More: the full row for Aries Wealth Management 6,311 $1.39M 0.38% -318 13F-HR Timeline Aviso Financial Inc. More: the full row for Aviso Financial Inc. 6,291 $1.39M 0.07% +30 13F-HR Timeline Greykasell Wealth Strategies, Inc. More: the full row for Greykasell Wealth Strategies, Inc. 6,253 $1.38M 0.77% 13F-HR Timeline Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 6,248 $1.38M 0.1% +492 13F-HR Timeline Prossimo Advisors, LLC More: the full row for Prossimo Advisors, LLC 6,221 $1.37M 0.99% +1 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 6,204 $1.37M 0.07% -1,167 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 6,173 $1.36M 0.07% +1,303 13F-HR Timeline PATTEN & PATTEN INC/TN More: the full row for PATTEN & PATTEN INC/TN 6,139 $1.36M 0.09% +95 13F-HR Timeline Lindbrook Capital, LLC More: the full row for Lindbrook Capital, LLC 6,134 $1.35M 0.12% +23 13F-HR Timeline AXQ CAPITAL, LP More: the full row for AXQ CAPITAL, LP 6,118 $1.35M 0.61% new 13F-HR Timeline Weaver Capital Management LLC More: the full row for Weaver Capital Management LLC 6,105 $1.35M 0.38% +1,057 13F-HR Timeline Trust Asset Management LLC More: the full row for Trust Asset Management LLC 6,091 $1.34M 0.11% 0 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 6,069 $1.34M 0.17% +43 13F-HR Timeline Worth Asset Management, LLC More: the full row for Worth Asset Management, LLC 6,068 $1.34M 0.72% new 13F-HR Timeline Parcion Private Wealth LLC More: the full row for Parcion Private Wealth LLC 6,024 $1.33M 0.1% -573 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 6,006 $1.33M 0.09% +34 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 5,977 $1.32M 0.02% -182 13F-HR Timeline Convergence Investment Partners, LLC More: the full row for Convergence Investment Partners, LLC 5,954 $1.31M 0.29% +4,456 13F-HR Timeline ARBOR CAPITAL MANAGEMENT INC /ADV More: the full row for ARBOR CAPITAL MANAGEMENT INC /ADV 5,523 $1.31M 1.29% -1,163 13F-HR Timeline BURNEY CO/ More: the full row for BURNEY CO/ 5,914 $1.31M 0.05% +3,307 13F-HR Timeline Legacy Private Trust Co. More: the full row for Legacy Private Trust Co. 5,909 $1.3M 0.09% -28 13F-HR Timeline West Family Investments, Inc. More: the full row for West Family Investments, Inc. 5,906 $1.3M 0.45% -337 13F-HR Timeline ARS Investment Partners, LLC More: the full row for ARS Investment Partners, LLC 5,880 $1.3M 0.12% 0 13F-HR Timeline Versor Investments LP More: the full row for Versor Investments LP 5,874 $1.3M 0.22% +2,474 13F-HR Timeline MITCHELL MCLEOD PUGH & WILLIAMS INC More: the full row for MITCHELL MCLEOD PUGH & WILLIAMS INC 5,855 $1.29M 0.27% +338 13F-HR Timeline Dynasty Wealth Management, LLC More: the full row for Dynasty Wealth Management, LLC 5,847 $1.29M 0.02% -319 13F-HR Timeline Community Bank & Trust, Waco, Texas More: the full row for Community Bank & Trust, Waco, Texas 5,817 $1.28M 0.29% +471 13F-HR Timeline DOHENY ASSET MANAGEMENT /CA More: the full row for DOHENY ASSET MANAGEMENT /CA 5,810 $1.28M 0.96% 0 13F-HR Timeline HighVista Strategies LLC More: the full row for HighVista Strategies LLC 5,800 $1.28M 0.48% -600 13F-HR Timeline Meridian Financial Partners LLC More: the full row for Meridian Financial Partners LLC 5,771 $1.27M 0.67% +25 13F-HR Timeline West Branch Capital LLC More: the full row for West Branch Capital LLC 5,734 $1.27M 0.4% +2,004 13F-HR Timeline