Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 12,264 $2.49M 0.03% +489 13F-HR Timeline Group Union Bancaire Privee, UBP SA More: the full row for Union Bancaire Privee, UBP SA 12,461 $2.48M 0.03% +514 13F-HR Timeline Canada Post Corp Registered Pension Plan More: the full row for Canada Post Corp Registered Pension Plan 12,130 $2.46M 0.09% +2,570 13F-HR Timeline Alaethes Wealth, LLC More: the full row for Alaethes Wealth, LLC 12,121 $2.46M 0.69% -80 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 11,896 $2.42M 0.03% +172 13F-HR Timeline Group Cetera Trust Company, N.A More: the full row for Cetera Trust Company, N.A 11,850 $2.41M 1.29% -125 13F-HR Timeline Edgestream Partners, L.P. More: the full row for Edgestream Partners, L.P. 11,836 $2.4M 0.07% new 13F-HR Timeline South Dakota Investment Council More: the full row for South Dakota Investment Council 11,824 $2.4M 0.05% -700 13F-HR Timeline Meeder Advisory Services, Inc. group of 2 filers holding More: the full row for Meeder Advisory Services, Inc. 11,782 $2.39M -544 Timeline LGT Fund Management Co Ltd. More: the full row for LGT Fund Management Co Ltd. 11,713 $2.39M 0.19% 0 13F-HR Timeline Beacon Bank & Trust More: the full row for Beacon Bank & Trust 11,707 $2.38M 0.48% -564 13F-HR Timeline Penobscot Investment Management Company… More: the full row for Penobscot Investment Management Company, Inc. 11,652 $2.37M 0.18% -2,205 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 11,573 $2.35M 0.03% +49 13F-HR Timeline Group Citizens National Bank Trust Department More: the full row for Citizens National Bank Trust Department 11,538 $2.34M 0.4% +190 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 11,358 $2.31M 0.03% +3,057 13F-HR Timeline CONNABLE OFFICE INC More: the full row for CONNABLE OFFICE INC 11,266 $2.29M 0.21% -6 13F-HR Timeline Hardman Johnston Global Advisors LLC More: the full row for Hardman Johnston Global Advisors LLC 11,255 $2.29M 0.11% -86,788 13F-HR Timeline Summit Trail Advisors, LLC More: the full row for Summit Trail Advisors, LLC 11,147 $2.26M 0.04% +57 13F-HR Timeline Rinkey Investments More: the full row for Rinkey Investments 11,128 $2.26M 0.57% +2,436 13F-HR Timeline FERGUSON WELLMAN CAPITAL MANAGEMENT, INC More: the full row for FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 10,948 $2.22M 0.04% -254,125 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 10,895 $2.21M 0.06% -11,303 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 10,874 $2.21M 0.06% -3,640 13F-HR Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 10,828 $2.2M 0.05% +1,148 13F-HR Timeline Arrow Financial Corp in group Arrow Financial Corp More: the full row for Arrow Financial Corp 10,811 $2.2M 0.22% +122 13F-HR Timeline Group Delta Global Management LP More: the full row for Delta Global Management LP 10,803 $2.19M 0.16% new 13F-HR/A Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 10,645 $2.16M 0.07% +2,809 13F-HR Timeline Cunning Capital Partners, LP More: the full row for Cunning Capital Partners, LP 10,609 $2.15M 1% 0 13F-HR Timeline Sandro Wealth Management LLC More: the full row for Sandro Wealth Management LLC 10,573 $2.15M 1.78% 13F-HR Timeline Fideuram Asset Management (Ireland) dac More: the full row for Fideuram Asset Management (Ireland) dac 8,079 $2.14M 0.17% 13F-HR Timeline CGN Advisors LLC More: the full row for CGN Advisors LLC 10,483 $2.13M 0.17% -794 13F-HR Timeline Redmond Asset Management, LLC More: the full row for Redmond Asset Management, LLC 10,433 $2.12M 0.54% +15 13F-HR Timeline TRAN CAPITAL MANAGEMENT, L.P. More: the full row for TRAN CAPITAL MANAGEMENT, L.P. 10,345 $2.1M 0.25% -147 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 10,160 $2.06M 0.02% +940 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 10,146 $2.06M 0.02% +903 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 9,961 $2.02M 0.13% -176 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 9,947 $2.02M 0.03% -879 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 9,939 $2.02M 0.05% -2 13F-HR Timeline Ellsworth Advisors, LLC More: the full row for Ellsworth Advisors, LLC 10,530 $2.01M 0.4% -15,020 13F-HR Timeline Nvest Financial, LLC More: the full row for Nvest Financial, LLC 9,825 $1.99M 0.83% +1,646 13F-HR Timeline Millington Financial Advisors, LLC More: the full row for Millington Financial Advisors, LLC 10,085 $1.99M 0.88% new 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 9,761 $1.98M 0.02% -255 13F-HR Timeline Post Resch Tallon Group Inc. More: the full row for Post Resch Tallon Group Inc. 9,738 $1.98M 1.67% 0 13F-HR Timeline R Squared Ltd More: the full row for R Squared Ltd 9,662 $1.96M 0.92% +6,395 13F-HR Timeline Baldwin Investment Management, LLC More: the full row for Baldwin Investment Management, LLC 9,605 $1.95M 0.22% -172 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 9,538 $1.94M 0.01% -4,697 13F-HR Timeline Group GREENLEAF TRUST More: the full row for GREENLEAF TRUST 9,522 $1.93M 0.02% +395 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 9,436 $1.92M 0.07% +209 13F-HR Timeline Marion Wealth Management More: the full row for Marion Wealth Management 10,328 $1.92M 0.43% +1,066 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 9,362 $1.9M 0.46% +108 13F-HR Timeline Diversify Advisory Services, LLC in group Diversify Advisory Services, … More: the full row for Diversify Advisory Services, LLC 10,105 $1.88M 0.06% +1,700 13F-HR Timeline Group STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 9,268 $1.88M 0.02% -2,225 13F-HR Timeline Group Woodline Partners LP More: the full row for Woodline Partners LP 9,264 $1.88M 0.01% new 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. 9,243 $1.88M 0.13% -21,556 13F-HR Timeline Group Intesa Sanpaolo S.p.A. in group Intesa Sanpaolo S.p.A. More: the full row for Intesa Sanpaolo S.p.A. 9,228 $1.88M 0.12% 13F-HR/A Timeline Group NIA IMPACT ADVISORS, LLC More: the full row for NIA IMPACT ADVISORS, LLC 9,106 $1.85M 0.62% -962 13F-HR Timeline Onex Canada Asset Management Inc. More: the full row for Onex Canada Asset Management Inc. 9,092 $1.85M 0.26% -668 13F-HR Timeline NEVILLE RODIE & SHAW INC More: the full row for NEVILLE RODIE & SHAW INC 9,066 $1.84M 0.13% -29,629 13F-HR Timeline SevenBridge Financial Group, LLC More: the full row for SevenBridge Financial Group, LLC 9,752 $1.83M 0.29% -1,660 13F-HR Timeline F/m Investments LLC More: the full row for F/m Investments LLC 9,013 $1.83M 0.07% -424 13F-HR Timeline CAMPBELL NEWMAN ASSET MANAGEMENT INC More: the full row for CAMPBELL NEWMAN ASSET MANAGEMENT INC 8,967 $1.82M 0.13% -50 13F-HR Timeline SCOTIA CAPITAL INC. More: the full row for SCOTIA CAPITAL INC. 8,967 $1.82M 0.01% +110 13F-HR Timeline Fairvoy Private Wealth, LLC More: the full row for Fairvoy Private Wealth, LLC 8,910 $1.81M 0.41% +168 13F-HR Timeline Family Capital Trust Co More: the full row for Family Capital Trust Co 8,892 $1.81M 0.59% +8,284 13F-HR Timeline AlphaGrep UK Ltd More: the full row for AlphaGrep UK Ltd 8,846 $1.8M 0.6% 13F-HR Timeline GUIDANCE CAPITAL, INC More: the full row for GUIDANCE CAPITAL, INC 9,648 $1.79M 0.44% +83 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 8,772 $1.78M 0.01% +3,052 13F-HR Timeline Narwhal Capital Management More: the full row for Narwhal Capital Management 8,766 $1.78M 0.13% +4,507 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 8,756 $1.78M 0.01% +678 13F-HR Timeline Group Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 8,672 $1.76M 0.08% -586 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 8,657 $1.76M 0.08% -1,623 13F-HR Timeline Group McKinley Carter Wealth Services, Inc. More: the full row for McKinley Carter Wealth Services, Inc. 8,640 $1.75M 0.1% +328 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 8,521 $1.73M 0.16% -2,430 13F-HR Timeline Americana Partners, LLC More: the full row for Americana Partners, LLC 8,466 $1.72M 0.05% +1,200 13F-HR Timeline STEINBERG ASSET MANAGEMENT LLC More: the full row for STEINBERG ASSET MANAGEMENT LLC 8,434 $1.71M 1.27% -15 13F-HR Timeline FOREFRONT WEALTH MANAGEMENT INC. More: the full row for FOREFRONT WEALTH MANAGEMENT INC. 8,415 $1.71M 1.23% -2,900 13F-HR Timeline WT Wealth Management More: the full row for WT Wealth Management 8,404 $1.71M 0.49% -1,634 13F-HR Timeline Weaver Capital Management LLC More: the full row for Weaver Capital Management LLC 8,398 $1.71M 0.36% +963 13F-HR Timeline Greenland Capital Management LP More: the full row for Greenland Capital Management LP 8,356 $1.7M 0.25% -2,635 13F-HR Timeline West Branch Capital LLC More: the full row for West Branch Capital LLC 8,261 $1.68M 0.43% -701 13F-HR Timeline Western Financial Corp/CA More: the full row for Western Financial Corp/CA 8,241 $1.67M 0.66% -1,711 13F-HR Timeline Highview Capital Management LLC/DE/ More: the full row for Highview Capital Management LLC/DE/ 8,179 $1.66M 0.59% -496 13F-HR Timeline Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 8,131 $1.65M 0.1% +2,158 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 8,122 $1.65M 0.1% +229 13F-HR Timeline Group Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 8,024 $1.63M 0.02% -586 13F-HR Timeline NWI MANAGEMENT LP More: the full row for NWI MANAGEMENT LP 8,000 $1.62M 0.1% 0 13F-HR/A Timeline DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 7,977 $1.62M 0.03% -4,934 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 7,950 $1.61M 0.03% +6,741 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 7,942 $1.61M 0.03% -52 13F-HR/A Timeline Waycross Investment Management Co More: the full row for Waycross Investment Management Co 7,940 $1.61M 1.42% -314 13F-HR Timeline KORNITZER CAPITAL MANAGEMENT INC /KS More: the full row for KORNITZER CAPITAL MANAGEMENT INC /KS 7,868 $1.6M 0.03% +5,895 13F-HR Timeline Kenora Financial, LLC More: the full row for Kenora Financial, LLC 7,814 $1.59M 0.53% +112 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 7,806 $1.59M 0.17% -89 13F-HR Timeline HALBERT HARGROVE GLOBAL ADVISORS, LLC More: the full row for HALBERT HARGROVE GLOBAL ADVISORS, LLC 7,804 $1.58M 0.08% -147 13F-HR Timeline Brucke Financial, Inc. More: the full row for Brucke Financial, Inc. 7,780 $1.58M 0.86% +1,804 13F-HR Timeline Summit Global Investments in group Summit Global Investments More: the full row for Summit Global Investments 7,677 $1.56M 0.09% -19,474 13F-HR Timeline Group SkyOak Wealth, LLC More: the full row for SkyOak Wealth, LLC 7,631 $1.55M 0.28% -164 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 7,775 $1.54M 0.02% +1,692 13F-HR Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 7,564 $1.54M 0.17% 13F-HR Timeline OneAscent Financial Services LLC group of 4 filers holding More: the full row for OneAscent Financial Services LLC 7,564 $1.54M +673 Timeline CONGRESS ASSET MANAGEMENT CO More: the full row for CONGRESS ASSET MANAGEMENT CO 7,557 $1.53M 0.01% -316 13F-HR Timeline AMG National Trust Bank More: the full row for AMG National Trust Bank 7,525 $1.53M 0.04% +1,111 13F-HR Timeline FIDUCIARY FAMILY OFFICE, LLC More: the full row for FIDUCIARY FAMILY OFFICE, LLC 7,489 $1.52M 0.44% -121 13F-HR Timeline Tema ETFs LLC More: the full row for Tema ETFs LLC 7,442 $1.51M 0.12% -20 13F-HR Timeline CFO4Life Group, LLC More: the full row for CFO4Life Group, LLC 7,391 $1.5M 0.21% -1,174 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 7,338 $1.49M -83 Timeline Trek Financial, LLC More: the full row for Trek Financial, LLC 7,331 $1.49M 0.09% -618 13F-HR Timeline BankPlus Trust Department group of 2 filers holding More: the full row for BankPlus Trust Department 7,319 $1.49M +423 Timeline BCV Asset Management Inc. More: the full row for BCV Asset Management Inc. 9,000 $1.47M 0.04% 13F-HR Timeline 180 WEALTH ADVISORS, LLC More: the full row for 180 WEALTH ADVISORS, LLC 7,164 $1.45M 0.17% -59 13F-HR Timeline Applied Finance Capital Management, LLC More: the full row for Applied Finance Capital Management, LLC 7,141 $1.45M 0.1% -2,592 13F-HR Timeline MATTERS CAPITAL LLC More: the full row for MATTERS CAPITAL LLC 7,131 $1.45M 1.19% 13F-HR Timeline Karras Company, Inc. More: the full row for Karras Company, Inc. 7,121 $1.45M 1.41% 13F-HR Timeline STABLEFORD CAPITAL II LLC More: the full row for STABLEFORD CAPITAL II LLC 7,039 $1.43M 0.52% -137 13F-HR Timeline MBM WEALTH CONSULTANTS, LLC More: the full row for MBM WEALTH CONSULTANTS, LLC 7,035 $1.43M 0.34% +522 13F-HR Timeline SIGNET FINANCIAL MANAGEMENT, LLC More: the full row for SIGNET FINANCIAL MANAGEMENT, LLC 7,017 $1.42M 0.16% -3,664 13F-HR Timeline PARADIGM ASSET MANAGEMENT CO LLC More: the full row for PARADIGM ASSET MANAGEMENT CO LLC 7,000 $1.42M 0.33% -500 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 6,977 $1.42M 0.1% -471 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 6,959 $1.41M 0.01% +1,105 13F-HR Timeline ING GROEP NV More: the full row for ING GROEP NV 6,951 $1.41M 0.01% -209,520 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 6,902 $1.4M 0.03% -8,874 13F-HR Timeline Gratus Wealth Advisors, LLC More: the full row for Gratus Wealth Advisors, LLC 6,876 $1.4M 0.19% +90 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 6,863 $1.39M 0.01% +424 13F-HR Timeline AustralianSuper Pty Ltd More: the full row for AustralianSuper Pty Ltd 6,856 $1.39M 0.01% +1,654 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 6,841 $1.39M 0.03% +28 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 6,803 $1.38M 0.04% -354 13F-HR Timeline Prudent Man Advisors, LLC More: the full row for Prudent Man Advisors, LLC 6,758 $1.37M 0.5% -110 13F-HR Timeline COOKSON PEIRCE & CO INC More: the full row for COOKSON PEIRCE & CO INC 6,737 $1.37M 0.06% new 13F-HR Timeline Fiduciary Group, LLC More: the full row for Fiduciary Group, LLC 6,682 $1.36M 0.11% -385 13F-HR Timeline MINDSET WEALTH MANAGEMENT, LLC More: the full row for MINDSET WEALTH MANAGEMENT, LLC 6,673 $1.35M 0.36% +533 13F-HR Timeline RICHARDS, MERRILL & PETERSON, INC. More: the full row for RICHARDS, MERRILL & PETERSON, INC. 6,665 $1.35M 0.52% +1,038 13F-HR Timeline EDENTREE ASSET MANAGEMENT Ltd More: the full row for EDENTREE ASSET MANAGEMENT Ltd 6,625 $1.34M 0.41% 0 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 6,609 $1.34M 0.07% +193 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 6,792 $1.34M 0.05% -889 13F-HR Timeline Legacy Bridge, LLC More: the full row for Legacy Bridge, LLC 6,597 $1.34M 0.54% +37 13F-HR Timeline SHUTTLEWORTH & Co More: the full row for SHUTTLEWORTH & Co 6,582 $1.34M 1.22% +373 13F-HR Timeline CANANDAIGUA NATIONAL BANK & TRUST CO in group CANANDAIGUA NATIONAL BANK & T… More: the full row for CANANDAIGUA NATIONAL BANK & TRUST CO 6,578 $1.34M 0.12% -388 13F-HR Timeline Group Barden Capital Management, Inc. More: the full row for Barden Capital Management, Inc. 6,574 $1.33M 1.1% -78 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 6,540 $1.33M 0.02% +2,799 13F-HR Timeline Diversified Enterprises, LLC More: the full row for Diversified Enterprises, LLC 6,490 $1.32M 0.08% +5,471 13F-HR Timeline Castle Rock Wealth Management, LLC More: the full row for Castle Rock Wealth Management, LLC 6,632 $1.32M 0.28% +901 13F-HR Timeline Waldron Private Wealth LLC More: the full row for Waldron Private Wealth LLC 6,429 $1.31M 0.05% +693 13F-HR Timeline CORNERCAP INVESTMENT COUNSEL INC More: the full row for CORNERCAP INVESTMENT COUNSEL INC 6,419 $1.3M 0.64% -88 13F-HR Timeline Analyst IMS Investment Management Servi… in group Analyst IMS Investment Manage… More: the full row for Analyst IMS Investment Management Services Ltd. 6,412 $1.3M 0.04% -5,529 13F-HR Timeline Group Greykasell Wealth Strategies, Inc. More: the full row for Greykasell Wealth Strategies, Inc. 6,344 $1.29M 0.51% -35 13F-HR Timeline SHELTON WEALTH MANAGEMENT, LLC More: the full row for SHELTON WEALTH MANAGEMENT, LLC 6,307 $1.28M 0.56% +552 13F-HR Timeline Dynasty Wealth Management, LLC More: the full row for Dynasty Wealth Management, LLC 6,297 $1.28M 0.01% +196 13F-HR Timeline Marex Group Ltd in group Marex Group Ltd More: the full row for Marex Group Ltd 6,139 $1.25M 0.01% new 13F-HR Timeline Group Waterloo Capital, L.P. More: the full row for Waterloo Capital, L.P. 6,137 $1.25M 0.09% -11,753 13F-HR Timeline Raiffeisen Bank International AG in group Raiffeisen Bank International… More: the full row for Raiffeisen Bank International AG 6,101 $1.24M 0.02% -5,906 13F-HR Timeline Group Alliance Private Wealth, LLC More: the full row for Alliance Private Wealth, LLC 6,265 $1.24M 0.43% 13F-HR Timeline Chesapeake Wealth Management More: the full row for Chesapeake Wealth Management 6,042 $1.23M 0.37% +180 13F-HR Timeline MITCHELL & PAHL PRIVATE WEALTH, LLC More: the full row for MITCHELL & PAHL PRIVATE WEALTH, LLC 6,028 $1.22M 0.51% +524 13F-HR Timeline Pine Valley Investments Ltd Liability Co More: the full row for Pine Valley Investments Ltd Liability Co 5,995 $1.22M 0.06% -89 13F-HR Timeline Ballast, Inc. More: the full row for Ballast, Inc. 5,985 $1.22M 0.28% +747 13F-HR Timeline STF Management LP More: the full row for STF Management LP 5,983 $1.21M 1.14% -11,712 13F-HR Timeline Constant Guidance Financial LLC More: the full row for Constant Guidance Financial LLC 5,950 $1.21M 0.85% new 13F-HR Timeline OPTIMIZE FINANCIAL INC. More: the full row for OPTIMIZE FINANCIAL INC. 5,944 $1.21M 0.61% +84 13F-HR Timeline Aviso Financial Inc. More: the full row for Aviso Financial Inc. 5,931 $1.2M 0.05% -190 13F-HR Timeline Lebenthal Global Advisors, LLC in group Lebenthal Global Advisors, LLC More: the full row for Lebenthal Global Advisors, LLC 5,914 $1.2M 0.19% +374 13F-HR Timeline Group Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 5,901 $1.2M 0.15% +355 13F-HR Timeline Community Bank & Trust, Waco, Texas More: the full row for Community Bank & Trust, Waco, Texas 5,898 $1.2M 0.25% -92 13F-HR Timeline MITCHELL MCLEOD PUGH & WILLIAMS INC More: the full row for MITCHELL MCLEOD PUGH & WILLIAMS INC 6,063 $1.2M 0.17% -244 13F-HR Timeline W1M Asset Management Ltd More: the full row for W1M Asset Management Ltd 5,892 $1.2M 0.01% -11,735 13F-HR Timeline KCM INVESTMENT ADVISORS LLC More: the full row for KCM INVESTMENT ADVISORS LLC 5,885 $1.19M 0.04% -15,332 13F-HR Timeline ARS Investment Partners, LLC More: the full row for ARS Investment Partners, LLC 5,880 $1.19M 0.07% 0 13F-HR Timeline NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 5,860 $1.19M 0.12% -216 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 5,857 $1.19M 0.02% -340 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 5,846 $1.19M 0.12% -345 13F-HR Timeline DOHENY ASSET MANAGEMENT /CA More: the full row for DOHENY ASSET MANAGEMENT /CA 5,810 $1.18M 0.72% 0 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 5,792 $1.18M 0.03% -2,027 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 5,774 $1.17M 0.02% -7 13F-HR Timeline Group Qtron Investments LLC More: the full row for Qtron Investments LLC 5,772 $1.17M 0.15% -2,233 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 5,758 $1.17M 0.02% -20,457 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. GDS Wealth Management More: the full row for GDS Wealth Management 5,732 $1.16M 0.07% -15 13F-HR Timeline WEALTHEDGE INVESTMENT ADVISORS, LLC More: the full row for WEALTHEDGE INVESTMENT ADVISORS, LLC 5,704 $1.16M 0.43% new 13F-HR Timeline ARBOR CAPITAL MANAGEMENT INC /ADV More: the full row for ARBOR CAPITAL MANAGEMENT INC /ADV 5,754 $1.15M 0.96% +482 13F-HR Timeline McLaughlin Asset Management, Inc. More: the full row for McLaughlin Asset Management, Inc. 5,637 $1.14M 1.02% 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 5,622 $1.14M 0.02% -145 13F-HR Timeline Challenger Wealth Management More: the full row for Challenger Wealth Management 5,612 $1.14M 0.87% +120 13F-HR Timeline Tyche Wealth Partners LLC More: the full row for Tyche Wealth Partners LLC 5,576 $1.13M 0.18% +1,941 13F-HR Timeline Legacy Financial Strategies, LLC More: the full row for Legacy Financial Strategies, LLC 5,571 $1.13M 0.2% -267 13F-HR Timeline Keeler Thomas Management LLC More: the full row for Keeler Thomas Management LLC 5,552 $1.13M 0.54% -3,538 13F-HR Timeline BOOTHBAY FUND MANAGEMENT, LLC More: the full row for BOOTHBAY FUND MANAGEMENT, LLC 5,513 $1.12M 0.03% new 13F-HR Timeline Phoenix Financial Ltd. in group Phoenix Financial Ltd. More: the full row for Phoenix Financial Ltd. 5,514 $1.12M 0.01% +4,165 13F-HR Timeline Group Old North State Trust, LLC More: the full row for Old North State Trust, LLC 5,469 $1.11M 0.66% +458 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 5,430 $1.1M 0.02% -2,335 13F-HR Timeline Nilsine Partners, LLC More: the full row for Nilsine Partners, LLC 5,417 $1.1M 0.1% +77 13F-HR Timeline Trust Asset Management LLC More: the full row for Trust Asset Management LLC 5,412 $1.1M 0.07% -203 13F-HR Timeline Fiduciary Alliance LLC More: the full row for Fiduciary Alliance LLC 5,402 $1.1M 0.07% +298 13F-HR Timeline Aspire Private Capital, LLC More: the full row for Aspire Private Capital, LLC 5,370 $1.09M 0.24% +115 13F-HR Timeline Atala Financial Inc More: the full row for Atala Financial Inc 5,281 $1.07M 0.68% -2,036 13F-HR Timeline Beacon Financial Advisory LLC More: the full row for Beacon Financial Advisory LLC 5,279 $1.07M 0.25% new 13F-HR Timeline National Philanthropic Trust More: the full row for National Philanthropic Trust 5,271 $1.07M 0.01% new 13F-HR Timeline Ascentis Wealth Management, LLC group of 2 filers holding More: the full row for Ascentis Wealth Management, LLC 5,264 $1.07M -1,085 Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 5,251 $1.07M 0.52% +315 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 5,246 $1.07M 0.05% +319 13F-HR Timeline Brevan Howard Capital Management LP in group Brevan Howard Capital Managem… More: the full row for Brevan Howard Capital Management LP 5,215 $1.06M 0.02% -7,755 13F-HR Timeline Group EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 5,206 $1.06M 0.02% +872 13F-HR Timeline Venator Management LLC More: the full row for Venator Management LLC 5,200 $1.06M 0.24% -1,112 13F-HR Timeline Grantham, Mayo, Van Otterloo & Co. LLC More: the full row for Grantham, Mayo, Van Otterloo & Co. LLC 5,199 $1.06M <0.01% -129 13F-HR Timeline