Raiffeisen Bank International AG in group Raiffeisen Bank International… More: the full row for Raiffeisen Bank International AG 11,578 $2.48M 0.04% +5,477 13F-HR Timeline Group Arrow Financial Corp in group Arrow Financial Corp More: the full row for Arrow Financial Corp 11,708 $2.46M 0.25% +897 13F-HR Timeline Group Cetera Trust Company, N.A More: the full row for Cetera Trust Company, N.A 11,525 $2.42M 1.37% -325 13F-HR Timeline Marion Wealth Management More: the full row for Marion Wealth Management 11,505 $2.42M 0.54% +1,177 13F-HR Timeline Delta Global Management LP More: the full row for Delta Global Management LP 11,447 $2.4M 0.2% +644 13F-HR Timeline Citizens National Bank Trust Department More: the full row for Citizens National Bank Trust Department 11,321 $2.38M 0.4% -217 13F-HR Timeline Aigen Investment Management, LP More: the full row for Aigen Investment Management, LP 11,279 $2.37M 0.61% new 13F-HR Timeline CONNABLE OFFICE INC More: the full row for CONNABLE OFFICE INC 11,273 $2.37M 0.23% +7 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 11,581 $2.37M 0.02% +2,043 13F-HR Timeline Group Catalyst Funds Management Pty Ltd More: the full row for Catalyst Funds Management Pty Ltd 11,187 $2.35M 0.4% new 13F-HR Timeline MASTERINVEST Kapitalanlage GmbH More: the full row for MASTERINVEST Kapitalanlage GmbH 11,137 $2.34M 0.24% -5,922 13F-HR Timeline Rinkey Investments More: the full row for Rinkey Investments 11,128 $2.34M 0.6% 0 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 11,124 $2.34M 0.03% +3,100 13F-HR Timeline Cornerstone Planning, LLC More: the full row for Cornerstone Planning, LLC 11,097 $2.33M 0.53% -2,240 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 11,077 $2.33M 0.03% -281 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 11,069 $2.32M 0.04% +1,122 13F-HR Timeline LGT Group Foundation in group LGT Group Foundation More: the full row for LGT Group Foundation 11,067 $2.32M 0.03% -1,775 13F-HR Timeline Group EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 11,034 $2.32M 0.01% -1,767 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 11,003 $2.31M 0.01% +2,231 13F-HR Timeline SCOTIA CAPITAL INC. More: the full row for SCOTIA CAPITAL INC. 10,984 $2.31M 0.01% +2,017 13F-HR Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 10,969 $2.3M 0.03% -1,295 13F-HR Timeline Group Headlands Technologies LLC More: the full row for Headlands Technologies LLC 10,888 $2.29M 0.26% -63,749 13F-HR Timeline Penobscot Investment Management Company… More: the full row for Penobscot Investment Management Company, Inc. 10,871 $2.28M 0.18% -781 13F-HR Timeline Beacon Bank & Trust More: the full row for Beacon Bank & Trust 10,865 $2.28M 0.47% -842 13F-HR Timeline J.Safra Asset Management Corp More: the full row for J.Safra Asset Management Corp 10,858 $2.28M 0.12% -3,508 13F-HR Timeline CGN Advisors LLC More: the full row for CGN Advisors LLC 10,845 $2.28M 0.18% +362 13F-HR Timeline SIGNET FINANCIAL MANAGEMENT, LLC More: the full row for SIGNET FINANCIAL MANAGEMENT, LLC 10,810 $2.27M 0.25% +3,793 13F-HR Timeline Sandro Wealth Management LLC More: the full row for Sandro Wealth Management LLC 10,716 $2.25M 1.8% +143 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 10,619 $2.23M 0.02% +4,079 13F-HR Timeline Cunning Capital Partners, LP More: the full row for Cunning Capital Partners, LP 10,609 $2.23M 1.13% 0 13F-HR Timeline GUIDANCE CAPITAL, INC More: the full row for GUIDANCE CAPITAL, INC 11,442 $2.22M 0.5% +1,794 13F-HR Timeline Redmond Asset Management, LLC More: the full row for Redmond Asset Management, LLC 10,505 $2.21M 0.6% +72 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 10,291 $2.2M 0.08% +855 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 10,473 $2.2M 0.03% +1,205 13F-HR Timeline Group Prudent Man Advisors, LLC More: the full row for Prudent Man Advisors, LLC 10,404 $2.19M 0.65% +3,646 13F-HR Timeline Farringdon Capital, Ltd. More: the full row for Farringdon Capital, Ltd. 10,271 $2.16M 0.47% +5,419 13F-HR Timeline Hardman Johnston Global Advisors LLC More: the full row for Hardman Johnston Global Advisors LLC 10,230 $2.15M 0.1% -1,025 13F-HR Timeline AXQ CAPITAL, LP More: the full row for AXQ CAPITAL, LP 10,099 $2.12M 0.27% 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. 9,949 $2.09M 0.13% +706 13F-HR Timeline Group DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 9,872 $2.07M 0.04% +1,895 13F-HR Timeline Trek Financial, LLC More: the full row for Trek Financial, LLC 9,769 $2.05M 0.11% +2,438 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 9,737 $2.05M 0.14% -224 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 9,636 $2.02M 0.02% +7,009 13F-HR Timeline Post Resch Tallon Group Inc. More: the full row for Post Resch Tallon Group Inc. 9,738 $2.02M 1.63% 0 13F-HR Timeline GREENLEAF TRUST More: the full row for GREENLEAF TRUST 9,544 $2M 0.02% +22 13F-HR Timeline Nvest Financial, LLC More: the full row for Nvest Financial, LLC 9,429 $1.98M 0.74% -396 13F-HR Timeline Weaver Capital Management LLC More: the full row for Weaver Capital Management LLC 9,366 $1.97M 0.43% +968 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 9,330 $1.96M 0.47% -32 13F-HR Timeline Jefferies Financial Group Inc. in group Jefferies Financial Group Inc. More: the full row for Jefferies Financial Group Inc. 9,296 $1.95M 0.02% -160,236 13F-HR Timeline Group WD RUTHERFORD LLC More: the full row for WD RUTHERFORD LLC 9,242 $1.94M 0.86% -10,712 13F-HR Timeline McKinley Carter Wealth Services, Inc. More: the full row for McKinley Carter Wealth Services, Inc. 9,221 $1.94M 0.11% +581 13F-HR Timeline COOKSON PEIRCE & CO INC More: the full row for COOKSON PEIRCE & CO INC 9,191 $1.93M 0.08% +2,454 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 9,167 $1.93M 0.02% -2,406 13F-HR Timeline Group Americana Partners, LLC More: the full row for Americana Partners, LLC 9,158 $1.92M 0.05% +692 13F-HR Timeline OCCUDO QUANTITATIVE STRATEGIES LP More: the full row for OCCUDO QUANTITATIVE STRATEGIES LP 9,795 $1.91M 0.1% -30,054 13F-HR Timeline Baldwin Investment Management, LLC More: the full row for Baldwin Investment Management, LLC 9,105 $1.91M 0.22% -500 13F-HR Timeline Fairvoy Private Wealth, LLC More: the full row for Fairvoy Private Wealth, LLC 9,105 $1.91M 0.46% +195 13F-HR Timeline Applied Finance Capital Management, LLC More: the full row for Applied Finance Capital Management, LLC 9,007 $1.89M 0.14% +1,866 13F-HR Timeline Family Capital Trust Co More: the full row for Family Capital Trust Co 8,983 $1.89M 0.68% +91 13F-HR/A Timeline CAMPBELL NEWMAN ASSET MANAGEMENT INC More: the full row for CAMPBELL NEWMAN ASSET MANAGEMENT INC 8,967 $1.88M 0.15% 0 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 9,669 $1.88M 0.02% -60,782 13F-HR Timeline Canada Post Corp Registered Pension Plan More: the full row for Canada Post Corp Registered Pension Plan 8,940 $1.88M 0.07% -3,190 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 8,917 $1.87M 0.03% +967 13F-HR Timeline Onex Canada Asset Management Inc. More: the full row for Onex Canada Asset Management Inc. 8,910 $1.87M 0.31% -182 13F-HR Timeline Ascentis Wealth Management, LLC group of 2 filers holding More: the full row for Ascentis Wealth Management, LLC 8,891 $1.87M +3,627 Timeline WT Wealth Management More: the full row for WT Wealth Management 8,878 $1.86M 0.55% +474 13F-HR Timeline Intesa Sanpaolo S.p.A. group of 2 filers holding More: the full row for Intesa Sanpaolo S.p.A. 8,903 $1.86M -325 Timeline Millington Financial Advisors, LLC More: the full row for Millington Financial Advisors, LLC 10,107 $1.85M 0.78% +22 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 8,730 $1.83M 0.17% +209 13F-HR Timeline Talon Private Wealth, LLC More: the full row for Talon Private Wealth, LLC 8,646 $1.82M 0.24% 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 8,544 $1.79M 0.05% -1,395 13F-HR Timeline Sivia Capital Partners, LLC More: the full row for Sivia Capital Partners, LLC 8,521 $1.79M 0.35% +6,357 13F-HR Timeline STEINBERG ASSET MANAGEMENT LLC More: the full row for STEINBERG ASSET MANAGEMENT LLC 8,424 $1.77M 1.15% -10 13F-HR Timeline Banque Transatlantique SA in group Banque Transatlantique SA More: the full row for Banque Transatlantique SA 8,379 $1.76M 0.04% new 13F-HR Timeline Group CAXTON ASSOCIATES LLP More: the full row for CAXTON ASSOCIATES LLP 8,360 $1.76M 0.04% -151,339 13F-HR Timeline FIDUCIARY FAMILY OFFICE, LLC More: the full row for FIDUCIARY FAMILY OFFICE, LLC 8,229 $1.73M 0.49% +740 13F-HR Timeline KORNITZER CAPITAL MANAGEMENT INC /KS More: the full row for KORNITZER CAPITAL MANAGEMENT INC /KS 8,203 $1.72M 0.04% +335 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 8,202 $1.72M 0.16% +7,823 13F-HR Timeline STABLEFORD CAPITAL II LLC More: the full row for STABLEFORD CAPITAL II LLC 8,132 $1.71M 0.63% +1,093 13F-HR Timeline Synergy Asset Management, LLC in group Synergy Asset Management, LLC More: the full row for Synergy Asset Management, LLC 8,127 $1.71M 0.18% new 13F-HR Timeline Group Allworth Financial LP More: the full row for Allworth Financial LP 8,046 $1.69M 0.01% +1,183 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 8,016 $1.68M 0.05% -2,629 13F-HR Timeline NWI MANAGEMENT LP More: the full row for NWI MANAGEMENT LP 8,000 $1.68M 0.1% 0 13F-HR/A Timeline Waycross Investment Management Co More: the full row for Waycross Investment Management Co 7,892 $1.66M 1.58% -48 13F-HR Timeline Atom Investors LP More: the full row for Atom Investors LP 7,844 $1.65M 0.12% +4,048 13F-HR Timeline BankPlus Trust Department group of 2 filers holding More: the full row for BankPlus Trust Department 7,820 $1.64M +501 Timeline HALBERT HARGROVE GLOBAL ADVISORS, LLC More: the full row for HALBERT HARGROVE GLOBAL ADVISORS, LLC 7,804 $1.64M 0.08% 0 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 7,777 $1.63M 0.01% -1,984 13F-HR Timeline CANANDAIGUA NATIONAL CORP in group CANANDAIGUA NATIONAL BANK & T… More: the full row for CANANDAIGUA NATIONAL CORP 7,758 $1.63M 0.15% 13F-HR Timeline Group MBM WEALTH CONSULTANTS, LLC More: the full row for MBM WEALTH CONSULTANTS, LLC 7,671 $1.61M 0.37% +636 13F-HR Timeline Gould Capital, LLC More: the full row for Gould Capital, LLC 7,644 $1.61M 0.97% +3,390 13F-HR Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 7,554 $1.59M 0.18% -10 13F-HR Timeline LexAurum Advisors, LLC More: the full row for LexAurum Advisors, LLC 7,536 $1.58M 0.21% 13F-HR Timeline Tema ETFs LLC More: the full row for Tema ETFs LLC 7,477 $1.57M 0.11% +35 13F-HR Timeline PRELUDE CAPITAL MANAGEMENT, LLC More: the full row for PRELUDE CAPITAL MANAGEMENT, LLC 7,469 $1.57M 0.12% +5,148 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 7,462 $1.57M 0.16% -344 13F-HR Timeline MITCHELL & PAHL PRIVATE WEALTH, LLC More: the full row for MITCHELL & PAHL PRIVATE WEALTH, LLC 7,449 $1.56M 0.64% +1,421 13F-HR Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 7,430 $1.56M 0.07% -1,242 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 7,375 $1.55M +37 Timeline CONGRESS ASSET MANAGEMENT CO More: the full row for CONGRESS ASSET MANAGEMENT CO 7,338 $1.54M 0.01% -219 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 7,336 $1.54M 0.01% -2,824 13F-HR Timeline Karras Company, Inc. More: the full row for Karras Company, Inc. 7,301 $1.53M 1.56% +180 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 7,272 $1.53M 0.1% +295 13F-HR Timeline SHELTON WEALTH MANAGEMENT, LLC More: the full row for SHELTON WEALTH MANAGEMENT, LLC 7,269 $1.53M 0.67% +962 13F-HR Timeline West Branch Capital LLC More: the full row for West Branch Capital LLC 7,248 $1.52M 0.41% -1,013 13F-HR Timeline KCM INVESTMENT ADVISORS LLC More: the full row for KCM INVESTMENT ADVISORS LLC 7,215 $1.52M 0.05% +1,330 13F-HR Timeline Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 7,198 $1.51M 0.1% -933 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 7,156 $1.5M 0.04% +353 13F-HR Timeline MATTERS CAPITAL LLC More: the full row for MATTERS CAPITAL LLC 7,131 $1.5M 1.33% 0 13F-HR Timeline SHUTTLEWORTH & Co More: the full row for SHUTTLEWORTH & Co 7,097 $1.49M 1.35% +515 13F-HR Timeline 180 WEALTH ADVISORS, LLC More: the full row for 180 WEALTH ADVISORS, LLC 7,058 $1.48M 0.17% -106 13F-HR Timeline CFO4Life Group, LLC More: the full row for CFO4Life Group, LLC 7,045 $1.48M 0.23% -346 13F-HR Timeline PARADIGM ASSET MANAGEMENT CO LLC More: the full row for PARADIGM ASSET MANAGEMENT CO LLC 7,000 $1.47M 0.34% 0 13F-HR Timeline Gratus Wealth Advisors, LLC More: the full row for Gratus Wealth Advisors, LLC 6,945 $1.46M 0.21% +69 13F-HR Timeline RICHARDS, MERRILL & PETERSON, INC. More: the full row for RICHARDS, MERRILL & PETERSON, INC. 6,937 $1.46M 0.53% +272 13F-HR Timeline AMG National Trust Bank More: the full row for AMG National Trust Bank 6,931 $1.46M 0.03% -594 13F-HR Timeline SkyOak Wealth, LLC More: the full row for SkyOak Wealth, LLC 6,929 $1.46M 0.27% -702 13F-HR Timeline First National Trust Co More: the full row for First National Trust Co 6,894 $1.45M 0.05% -17,630 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 7,305 $1.44M 0.05% +513 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 6,863 $1.44M 0.03% +22 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 6,847 $1.44M 0.08% +238 13F-HR Timeline Total Wealth Planning & Management, Inc. More: the full row for Total Wealth Planning & Management, Inc. 6,842 $1.44M 1.14% +3,127 13F-HR Timeline MINDSET WEALTH MANAGEMENT, LLC More: the full row for MINDSET WEALTH MANAGEMENT, LLC 6,822 $1.43M 0.38% +149 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 7,210 $1.43M 0.02% -565 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 6,729 $1.41M 0.08% +4,676 13F-HR Timeline CX Institutional More: the full row for CX Institutional 6,728 $1.41M 0.04% -32,918 13F-HR Timeline Fiduciary Group, LLC More: the full row for Fiduciary Group, LLC 6,682 $1.4M 0.12% 0 13F-HR Timeline Castle Rock Wealth Management, LLC More: the full row for Castle Rock Wealth Management, LLC 6,961 $1.4M 0.3% +329 13F-HR Timeline Howard Capital Management, LLC More: the full row for Howard Capital Management, LLC 6,644 $1.4M 0.02% -19,329 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 6,631 $1.39M 0.07% +1,385 13F-HR Timeline EDENTREE ASSET MANAGEMENT Ltd More: the full row for EDENTREE ASSET MANAGEMENT Ltd 6,625 $1.39M 0.42% 0 13F-HR Timeline ACCOUNT MANAGEMENT LLC More: the full row for ACCOUNT MANAGEMENT LLC 6,610 $1.39M 1.52% -9,462 13F-HR Timeline Waldron Private Wealth LLC More: the full row for Waldron Private Wealth LLC 6,607 $1.39M 0.05% +178 13F-HR Timeline Legacy Bridge, LLC More: the full row for Legacy Bridge, LLC 6,597 $1.39M 0.53% 0 13F-HR Timeline Alliance Private Wealth, LLC More: the full row for Alliance Private Wealth, LLC 6,525 $1.37M 0.49% +260 13F-HR Timeline PW Nova Financial Services LLC More: the full row for PW Nova Financial Services LLC 6,517 $1.37M 0.34% new 13F-HR Timeline Lebenthal Global Advisors, LLC in group Lebenthal Global Advisors, LLC More: the full row for Lebenthal Global Advisors, LLC 6,516 $1.37M 0.2% +602 13F-HR Timeline Group Diversified Enterprises, LLC More: the full row for Diversified Enterprises, LLC 6,483 $1.36M 0.07% -7 13F-HR Timeline Dynasty Wealth Management, LLC More: the full row for Dynasty Wealth Management, LLC 6,437 $1.35M 0.01% +140 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 6,416 $1.35M 0.03% +1,222 13F-HR Timeline Aster Capital Management (DIFC) Ltd More: the full row for Aster Capital Management (DIFC) Ltd 5,037 $1.34M 0.44% new 13F-HR Timeline PRENTISS SMITH & CO INC More: the full row for PRENTISS SMITH & CO INC 6,394 $1.34M 0.78% new 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 6,365 $1.34M 0.08% +1,214 13F-HR Timeline Tyche Wealth Partners LLC More: the full row for Tyche Wealth Partners LLC 6,364 $1.34M 0.21% +788 13F-HR Timeline Aviso Financial Inc. More: the full row for Aviso Financial Inc. 6,361 $1.34M 0.05% +430 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 6,358 $1.34M 0.03% +1,344 13F-HR Timeline Brucke Financial, Inc. More: the full row for Brucke Financial, Inc. 6,303 $1.32M 0.67% -1,477 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 6,291 $1.32M 0.06% -2,366 13F-HR Timeline Group Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 6,287 $1.32M 0.06% +3,121 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 6,274 $1.32M 0.05% new 13F-HR Timeline Fortis Capital Advisors, LLC More: the full row for Fortis Capital Advisors, LLC 6,274 $1.32M 0.17% new 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 6,273 $1.32M 0.12% +4,552 13F-HR Timeline Live Oak Investment Partners More: the full row for Live Oak Investment Partners 6,262 $1.32M 0.78% new 13F-HR Timeline Pine Valley Investments Ltd Liability Co More: the full row for Pine Valley Investments Ltd Liability Co 6,249 $1.31M 0.06% +254 13F-HR Timeline Chesapeake Wealth Management More: the full row for Chesapeake Wealth Management 6,230 $1.31M 0.4% +188 13F-HR Timeline Greykasell Wealth Strategies, Inc. More: the full row for Greykasell Wealth Strategies, Inc. 6,215 $1.31M 0.53% -129 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 6,198 $1.3M 0.03% +992 13F-HR Timeline Northern Financial Advisors Inc More: the full row for Northern Financial Advisors Inc 6,187 $1.3M 0.95% +2,154 13F-HR Timeline Ballast, Inc. More: the full row for Ballast, Inc. 6,109 $1.28M 0.3% +124 13F-HR Timeline MITCHELL MCLEOD PUGH & WILLIAMS INC More: the full row for MITCHELL MCLEOD PUGH & WILLIAMS INC 6,104 $1.28M 0.19% +41 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 6,052 $1.27M 0.01% -907 13F-HR Timeline NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 6,033 $1.27M 0.12% +173 13F-HR Timeline Hardy Reed LLC More: the full row for Hardy Reed LLC 6,001 $1.26M 0.09% +981 13F-HR Timeline Encore Global Management, LP More: the full row for Encore Global Management, LP 6,000 $1.26M 0.88% 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 5,994 $1.26M 0.01% +1,264 13F-HR Timeline Community Bank & Trust, Waco, Texas More: the full row for Community Bank & Trust, Waco, Texas 5,963 $1.25M 0.25% +65 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 5,910 $1.24M 0.02% +288 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 5,901 $1.24M 0.11% -2,221 13F-HR Timeline Group ARS Investment Partners, LLC More: the full row for ARS Investment Partners, LLC 5,880 $1.23M 0.06% 0 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 5,874 $1.23M 0.12% +28 13F-HR Timeline Old North State Trust, LLC More: the full row for Old North State Trust, LLC 5,847 $1.23M 0.73% +378 13F-HR Timeline Qtron Investments LLC More: the full row for Qtron Investments LLC 5,775 $1.21M 0.16% +3 13F-HR Timeline GDS Wealth Management More: the full row for GDS Wealth Management 5,724 $1.2M 0.07% -8 13F-HR Timeline McLaughlin Asset Management, Inc. More: the full row for McLaughlin Asset Management, Inc. 5,721 $1.2M 1.15% +84 13F-HR Timeline OSTRUM ASSET MANAGEMENT More: the full row for OSTRUM ASSET MANAGEMENT 5,640 $1.18M 0.07% -7,087 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 5,619 $1.18M 0.02% -139 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 6,046 $1.17M 0.03% +2,532 13F-HR Timeline Phoenix Financial Ltd. in group Phoenix Financial Ltd. More: the full row for Phoenix Financial Ltd. 5,558 $1.17M 0.01% +44 13F-HR Timeline Group CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 5,543 $1.16M 0.03% +986 13F-HR Timeline Group Legacy Financial Strategies, LLC More: the full row for Legacy Financial Strategies, LLC 5,534 $1.16M 0.21% -37 13F-HR Timeline Challenger Wealth Management More: the full row for Challenger Wealth Management 5,533 $1.16M 0.93% -79 13F-HR Timeline Parcion Private Wealth LLC More: the full row for Parcion Private Wealth LLC 5,529 $1.16M 0.07% +435 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 5,664 $1.16M 0.02% +1,800 13F-HR Timeline Wealth Enhancement Trust Services, Inc. More: the full row for Wealth Enhancement Trust Services, Inc. 5,497 $1.15M 0.14% +1,057 13F-HR Timeline Convergence Financial, LLC More: the full row for Convergence Financial, LLC 5,494 $1.15M 0.12% +3,350 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 5,459 $1.15M 0.02% +1,959 13F-HR Timeline BOOTHBAY FUND MANAGEMENT, LLC More: the full row for BOOTHBAY FUND MANAGEMENT, LLC 5,428 $1.14M 0.03% -85 13F-HR Timeline Trust Asset Management LLC More: the full row for Trust Asset Management LLC 5,412 $1.14M 0.08% 0 13F-HR Timeline Beacon Financial Advisory LLC More: the full row for Beacon Financial Advisory LLC 5,396 $1.13M 0.26% +117 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 5,386 $1.13M 0.02% +1,005 13F-HR Timeline Group EPG Wealth Management LLC More: the full row for EPG Wealth Management LLC 5,383 $1.13M 0.31% +199 13F-HR Timeline TRAN CAPITAL MANAGEMENT, L.P. 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