Turtle Creek Wealth Advisors, LLC More: the full row for Turtle Creek Wealth Advisors, LLC 11,316 $3.44M 0.27% +3,921 13F-HR Timeline HHLR ADVISORS, LTD. in group HHLR ADVISORS, LTD. More: the full row for HHLR ADVISORS, LTD. 11,300 $3.43M 0.11% new 13F-HR Timeline Group SHARPEPOINT LLC More: the full row for SHARPEPOINT LLC 11,280 $3.43M 2.05% +400 13F-HR Timeline BANK OF HAWAII More: the full row for BANK OF HAWAII 11,272 $3.43M 0.17% -459 13F-HR Timeline Mezzasalma Advisors, LLC More: the full row for Mezzasalma Advisors, LLC 10,655 $3.41M 0.82% +1,226 13F-HR Timeline Legacy Bridge, LLC More: the full row for Legacy Bridge, LLC 11,200 $3.4M 1.38% +170 13F-HR Timeline HBW ADVISORY SERVICES LLC More: the full row for HBW ADVISORY SERVICES LLC 11,194 $3.4M 0.37% -572 13F-HR Timeline DV Trading LLC More: the full row for DV Trading LLC 11,182 $3.4M 0.29% 13F-HR Timeline Engineers Gate Manager LP More: the full row for Engineers Gate Manager LP 11,168 $3.39M 0.04% +9,723 13F-HR Timeline CARRET ASSET MANAGEMENT, LLC More: the full row for CARRET ASSET MANAGEMENT, LLC 11,106 $3.38M 0.32% -210 13F-HR Timeline EDGEWOOD MANAGEMENT LLC More: the full row for EDGEWOOD MANAGEMENT LLC 11,100 $3.37M 0.02% 0 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 11,037 $3.35M 0.15% +5,464 13F-HR Timeline Grey Ledge Advisors, LLC More: the full row for Grey Ledge Advisors, LLC 10,992 $3.34M 0.76% -450 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 10,982 $3.34M 0.06% +2,508 13F-HR Timeline EPG Wealth Management LLC More: the full row for EPG Wealth Management LLC 10,958 $3.33M 0.9% +532 13F-HR Timeline WMS Group LLC More: the full row for WMS Group LLC 10,959 $3.32M 4.22% 13F-HR Timeline Daiichi Life Insurance Co., Ltd. in group Daiichi Life Insurance Co., L… More: the full row for Daiichi Life Insurance Co., Ltd. 10,927 $3.32M 0.09% -5,000 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 10,909 $3.32M 0.35% -232 13F-HR Timeline Ameritas Advisory Services, LLC in group Ameritas Investment Partners,… More: the full row for Ameritas Advisory Services, LLC 10,883 $3.31M 0.12% -1,287 13F-HR Timeline Group AZZAD ASSET MANAGEMENT INC /ADV More: the full row for AZZAD ASSET MANAGEMENT INC /ADV 10,867 $3.3M 0.32% -94 13F-HR Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 10,838 $3.29M 0.04% +2,283 13F-HR Timeline Group Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 10,799 $3.28M 0.03% +4,543 13F-HR Timeline KCM INVESTMENT ADVISORS LLC More: the full row for KCM INVESTMENT ADVISORS LLC 10,786 $3.28M 0.11% +312 13F-HR Timeline Berbice Capital Management LLC More: the full row for Berbice Capital Management LLC 10,735 $3.26M 1.96% +2,400 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 10,714 $3.26M 0.26% -918 13F-HR Timeline Mirabaud Asset Management Ltd More: the full row for Mirabaud Asset Management Ltd 15,584 $3.25M 1.51% -14,734 13F-HR Timeline ARTHUR M. COHEN & ASSOCIATES, LLC More: the full row for ARTHUR M. COHEN & ASSOCIATES, LLC 10,675 $3.24M 0.53% +546 13F-HR Timeline FLOYD FINANCIAL GROUP LLC More: the full row for FLOYD FINANCIAL GROUP LLC 8,742 $3.24M 2.19% -663 13F-HR Timeline CIM, LLC More: the full row for CIM, LLC 10,603 $3.22M 0.42% +969 13F-HR Timeline Unique Wealth Strategies, LLC More: the full row for Unique Wealth Strategies, LLC 10,582 $3.22M 1.26% -508 13F-HR Timeline Dupree Financial Group, LLC More: the full row for Dupree Financial Group, LLC 10,459 $3.18M 1.16% -17 13F-HR Timeline EVOLVE PRIVATE WEALTH, LLC More: the full row for EVOLVE PRIVATE WEALTH, LLC 10,421 $3.17M 0.19% 13F-HR Timeline Marks Group Wealth Management, Inc More: the full row for Marks Group Wealth Management, Inc 10,438 $3.17M 0.3% +2,911 13F-HR Timeline Adams Wealth Management More: the full row for Adams Wealth Management 10,432 $3.17M 0.68% -821 13F-HR Timeline LFG Wealth Partners, LLC More: the full row for LFG Wealth Partners, LLC 10,397 $3.16M 2.01% 13F-HR Timeline Legacy Wealth Asset Management, LLC More: the full row for Legacy Wealth Asset Management, LLC 10,396 $3.16M 0.78% -346 13F-HR Timeline Canopy Partners, LLC More: the full row for Canopy Partners, LLC 10,390 $3.16M 1.03% -164 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 10,358 $3.15M 0.12% -1,632 13F-HR Timeline BankPlus Trust Department group of 2 filers holding More: the full row for BankPlus Trust Department 10,334 $3.14M -5 Timeline Cladis Investment Advisory, LLC More: the full row for Cladis Investment Advisory, LLC 10,300 $3.13M 1.71% 0 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 10,273 $3.12M 0.21% +353 13F-HR Timeline Luxor Capital Group, LP More: the full row for Luxor Capital Group, LP 10,200 $3.1M 0.46% new 13F-HR Timeline Lakeshore Capital Group, Inc. More: the full row for Lakeshore Capital Group, Inc. 10,196 $3.1M 2.48% +47 13F-HR Timeline Montecito Bank & Trust More: the full row for Montecito Bank & Trust 10,174 $3.09M 0.49% -62 13F-HR Timeline ARIEL INVESTMENTS, LLC More: the full row for ARIEL INVESTMENTS, LLC 10,162 $3.09M 0.03% -1,094 13F-HR Timeline CapitalatWork S.A. in group CapitalatWork S.A. More: the full row for CapitalatWork S.A. 10,125 $3.08M 0.09% -75 13F-HR Timeline Group AR ASSET MANAGEMENT INC More: the full row for AR ASSET MANAGEMENT INC 10,121 $3.08M 0.63% 0 13F-HR Timeline R Squared Ltd More: the full row for R Squared Ltd 10,104 $3.07M 1.43% +7,934 13F-HR Timeline CONNABLE OFFICE INC More: the full row for CONNABLE OFFICE INC 10,099 $3.07M 0.28% -260 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 10,097 $3.07M 0.06% -682 13F-HR Timeline TORONTO DOMINION BANK in group TORONTO DOMINION BANK More: the full row for TORONTO DOMINION BANK 10,100 $3.07M 0.01% -500,279 13F-HR Timeline Group Ascentis Wealth Management, LLC group of 2 filers holding More: the full row for Ascentis Wealth Management, LLC 10,081 $3.06M +2,157 Timeline Maxi Investments CY Ltd More: the full row for Maxi Investments CY Ltd 10,050 $3.05M 0.56% -11,950 13F-HR Timeline HF Advisory Group, LLC More: the full row for HF Advisory Group, LLC 10,014 $3.04M 1.06% +523 13F-HR/A Timeline SBI Okasan Asset Management Co.Ltd. More: the full row for SBI Okasan Asset Management Co.Ltd. 10,070 $3.03M 0.17% 13F-HR Timeline Wealthcare Advisory Partners LLC group of 2 filers holding More: the full row for Wealthcare Advisory Partners LLC 9,935 $3.02M +553 Timeline Boston Partners in group Boston Trust Walden Corp More: the full row for Boston Partners 9,886 $3M <0.01% -15,065 13F-HR Timeline Group Stenham Asset Management Ltd More: the full row for Stenham Asset Management Ltd 9,883 $3M 1.5% +2,141 13F-HR Timeline Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 9,825 $2.99M 1.05% -2 13F-HR Timeline UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT… More: the full row for UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT CO 9,810 $2.98M 0.42% -2,674 13F-HR Timeline Harbour Capital Advisors, LLC More: the full row for Harbour Capital Advisors, LLC 9,326 $2.98M 0.61% +16 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 9,805 $2.98M 0.07% +159 13F-HR Timeline Group Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 9,762 $2.97M 0.18% -84 13F-HR Timeline BSW Wealth Partners More: the full row for BSW Wealth Partners 9,756 $2.96M 0.36% -134 13F-HR Timeline Balentine LLC More: the full row for Balentine LLC 9,701 $2.95M 0.11% +3,984 13F-HR Timeline MARIETTA INVESTMENT PARTNERS LLC More: the full row for MARIETTA INVESTMENT PARTNERS LLC 9,682 $2.94M 0.58% +854 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 9,633 $2.93M 0.11% +4 13F-HR Timeline Group XPONANCE LLC More: the full row for XPONANCE LLC 9,602 $2.92M 0.02% +925 13F-HR Timeline TB Alternative Assets Ltd. More: the full row for TB Alternative Assets Ltd. 9,600 $2.92M 0.48% new 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 9,529 $2.9M 0.13% +4,948 13F-HR Timeline Hirtle & Co., LLC More: the full row for Hirtle & Co., LLC 9,528 $2.9M 0.1% -610 13F-HR Timeline PETERSON WEALTH MANAGEMENT More: the full row for PETERSON WEALTH MANAGEMENT 9,523 $2.89M 2.15% -9,432 13F-HR Timeline Wealth Management Partners, LLC More: the full row for Wealth Management Partners, LLC 9,521 $2.89M 0.83% new 13F-HR Timeline Coronation Fund Managers Ltd. in group Coronation Fund Managers Ltd. More: the full row for Coronation Fund Managers Ltd. 9,494 $2.89M 0.13% +4,719 13F-HR Timeline Group Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 9,491 $2.88M 0.71% +7,902 13F-HR/A Timeline Penobscot Investment Management Company… More: the full row for Penobscot Investment Management Company, Inc. 9,488 $2.88M 0.22% +80 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 9,471 $2.88M 0.23% +473 13F-HR Timeline Group Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 9,453 $2.87M 0.23% +836 13F-HR Timeline Veracity Capital LLC More: the full row for Veracity Capital LLC 9,446 $2.87M 0.85% +416 13F-HR Timeline Hillman Capital Management, Inc. More: the full row for Hillman Capital Management, Inc. 9,444 $2.87M 1.81% -1,731 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 9,436 $2.87M 0.15% +103 13F-HR Timeline Pacific Point Advisors, LLC More: the full row for Pacific Point Advisors, LLC 9,343 $2.84M 1.52% +221 13F-HR Timeline CV Advisors LLC More: the full row for CV Advisors LLC 9,316 $2.83M 0.72% +7,823 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 8,860 $2.82M 0.1% +562 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 9,277 $2.82M 0.87% -300 13F-HR Timeline Parisi Gray Wealth Management More: the full row for Parisi Gray Wealth Management 9,166 $2.79M 0.63% +106 13F-HR Timeline Gryphon Financial Partners LLC More: the full row for Gryphon Financial Partners LLC 9,135 $2.78M 0.3% +1,016 13F-HR Timeline First Dallas Securities Inc. More: the full row for First Dallas Securities Inc. 9,123 $2.77M 1.03% +228 13F-HR Timeline ARGONAUTICA PRIVATE WEALTH MANAGEMENT, … More: the full row for ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC 9,121 $2.77M 0.81% +2,448 13F-HR Timeline Permanens Capital L.P. More: the full row for Permanens Capital L.P. 9,083 $2.77M 0.36% new 13F-HR Timeline Old North State Trust, LLC More: the full row for Old North State Trust, LLC 9,085 $2.76M 1.63% +1,279 13F-HR Timeline Legacy Advisors, LLC More: the full row for Legacy Advisors, LLC 9,062 $2.76M 0.3% +1,274 13F-HR Timeline GARDNER LEWIS ASSET MANAGEMENT L P More: the full row for GARDNER LEWIS ASSET MANAGEMENT L P 9,033 $2.75M 0.7% +720 13F-HR Timeline AVISO WEALTH MANAGEMENT More: the full row for AVISO WEALTH MANAGEMENT 9,031 $2.74M 1.15% +367 13F-HR Timeline Absolute Gestao de Investimentos Ltda. More: the full row for Absolute Gestao de Investimentos Ltda. 9,000 $2.74M 0.29% new 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 8,950 $2.72M 0.03% +431 13F-HR Timeline Storgate, LLC More: the full row for Storgate, LLC 8,899 $2.7M 2.22% 13F-HR Timeline WISCONSIN CAPITAL MANAGEMENT LLC More: the full row for WISCONSIN CAPITAL MANAGEMENT LLC 8,877 $2.7M 1.36% +42 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 8,777 $2.67M 0.04% +436 13F-HR Timeline Legal Advantage Investments, Inc. More: the full row for Legal Advantage Investments, Inc. 8,730 $2.65M 1.23% -200 13F-HR Timeline Interchange Capital Partners, LLC More: the full row for Interchange Capital Partners, LLC 8,729 $2.65M 0.49% +1,282 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 8,703 $2.64M 0.18% +1,046 13F-HR Timeline Independent Family Office, LLC More: the full row for Independent Family Office, LLC 8,685 $2.64M 1.1% 0 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 8,677 $2.64M 0.16% -371 13F-HR Timeline ZACKS INVESTMENT MANAGEMENT More: the full row for ZACKS INVESTMENT MANAGEMENT 8,663 $2.63M 0.02% -26 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 8,641 $2.63M 0.56% 13F-HR Timeline CONFLUENCE INVESTMENT MANAGEMENT LLC More: the full row for CONFLUENCE INVESTMENT MANAGEMENT LLC 8,634 $2.62M 0.04% +61 13F-HR Timeline ALLEN WEALTH MANAGEMENT, LLC More: the full row for ALLEN WEALTH MANAGEMENT, LLC 8,634 $2.62M 1.58% -688 13F-HR Timeline Galaxy Digital Capital Management GP LLC in group Galaxy Group Investments LLC More: the full row for Galaxy Digital Capital Management GP LLC 8,531 $2.59M 3.26% -1,641 13F-HR Timeline Group Indivisible Partners More: the full row for Indivisible Partners 8,491 $2.58M 0.28% 13F-HR Timeline ARBOR CAPITAL MANAGEMENT INC /ADV More: the full row for ARBOR CAPITAL MANAGEMENT INC /ADV 8,216 $2.58M 2.16% -1,180 13F-HR Timeline FORESIGHT CAPITAL MANAGEMENT ADVISORS, … More: the full row for FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. 8,473 $2.57M 1.39% +179 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 8,472 $2.57M 0.14% -741 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 8,413 $2.56M 0.05% +19 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 7,623 $2.55M 0.06% +691 13F-HR Timeline JAMES INVESTMENT RESEARCH, INC. More: the full row for JAMES INVESTMENT RESEARCH, INC. 8,389 $2.55M 0.28% +361 13F-HR Timeline TRUST POINT INC. More: the full row for TRUST POINT INC. 8,380 $2.55M 0.2% -254 13F-HR Timeline SteelPeak Wealth, LLC More: the full row for SteelPeak Wealth, LLC 8,346 $2.54M 0.08% +1,133 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 8,352 $2.54M 0.09% +142 13F-HR Timeline Schrum Private Wealth Management LLC More: the full row for Schrum Private Wealth Management LLC 8,351 $2.54M 1.88% 0 13F-HR Timeline Harvest Investment Services, LLC More: the full row for Harvest Investment Services, LLC 8,338 $2.53M 0.48% -187 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 8,328 $2.53M 0.11% +1,083 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 8,313 $2.53M 0.11% -5,459 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 8,304 $2.52M 0.02% +886 13F-HR Timeline CogentBlue Wealth Advisors, LLC More: the full row for CogentBlue Wealth Advisors, LLC 8,299 $2.52M 1.72% 0 13F-HR Timeline FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 8,250 $2.51M 0.15% +826 13F-HR Timeline Barden Capital Management, Inc. More: the full row for Barden Capital Management, Inc. 8,213 $2.5M 2.05% -318 13F-HR Timeline FNY Investment Advisers, LLC More: the full row for FNY Investment Advisers, LLC 8,210 $2.49M 0.71% -1,312 13F-HR Timeline MOODY NATIONAL BANK TRUST DIVISION in group MOODY NATIONAL BANK TRUST DIV… More: the full row for MOODY NATIONAL BANK TRUST DIVISION 8,167 $2.48M 0.24% +228 13F-HR Timeline Group Walsky Investment Management, Inc. More: the full row for Walsky Investment Management, Inc. 8,117 $2.47M 2.51% 13F-HR Timeline FDx Advisors, Inc. More: the full row for FDx Advisors, Inc. 8,099 $2.46M 1.26% +16 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 8,093 $2.46M 0.08% -22 13F-HR Timeline Element Squared LLC More: the full row for Element Squared LLC 8,090 $2.46M 1.33% -3,042 13F-HR Timeline FRG Family Wealth Advisors LLC More: the full row for FRG Family Wealth Advisors LLC 8,076 $2.45M 0.38% +4,079 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 8,036 $2.44M 0.04% +1,201 13F-HR Timeline Papamarkou Wellner Asset Management inc. More: the full row for Papamarkou Wellner Asset Management inc. 8,017 $2.44M 1.46% +63 13F-HR Timeline Summit Trail Advisors, LLC More: the full row for Summit Trail Advisors, LLC 7,974 $2.43M 0.04% -1,470 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 6,963 $2.43M 0.06% -145 13F-HR Timeline E Fund Management (Hong Kong) Co., Ltd. More: the full row for E Fund Management (Hong Kong) Co., Ltd. 7,089 $2.42M 0.81% 0 13F-HR Timeline GKV Capital Management Co., Inc. More: the full row for GKV Capital Management Co., Inc. 7,950 $2.42M 0.9% +1,970 13F-HR Timeline Trust Co of the South More: the full row for Trust Co of the South 7,914 $2.4M 0.39% 0 13F-HR Timeline Northstar Advisory Group, LLC More: the full row for Northstar Advisory Group, LLC 7,906 $2.4M 0.85% -1,768 13F-HR Timeline ALBERT D MASON INC More: the full row for ALBERT D MASON INC 7,894 $2.4M 1.58% +143 13F-HR Timeline Shepherd Street Advisors LLC More: the full row for Shepherd Street Advisors LLC 7,883 $2.4M 2.3% 13F-HR Timeline Expect Equity LLC More: the full row for Expect Equity LLC 7,828 $2.38M 1.96% new 13F-HR/A Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 7,821 $2.38M 0.08% +170 13F-HR Timeline STOCK YARDS BANK & TRUST CO More: the full row for STOCK YARDS BANK & TRUST CO 7,798 $2.37M 0.07% +525 13F-HR Timeline SG Trading Solutions, LLC More: the full row for SG Trading Solutions, LLC 7,785 $2.37M 0.55% 13F-HR Timeline Lighthouse Financial LLC More: the full row for Lighthouse Financial LLC 7,766 $2.36M 1.54% +6 13F-HR Timeline Gemmer Asset Management LLC More: the full row for Gemmer Asset Management LLC 7,766 $2.36M 0.18% -16 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 7,753 $2.36M 0.27% +2,472 13F-HR Timeline Sunpointe, LLC More: the full row for Sunpointe, LLC 7,732 $2.35M 0.78% +1,226 13F-HR Timeline JACKSON SQUARE CAPITAL, LLC More: the full row for JACKSON SQUARE CAPITAL, LLC 7,733 $2.35M 0.46% -83 13F-HR Timeline BEESE FULMER INVESTMENT MANAGEMENT, INC. More: the full row for BEESE FULMER INVESTMENT MANAGEMENT, INC. 7,678 $2.34M 0.15% -212 13F-HR Timeline Greenspring Advisors, LLC More: the full row for Greenspring Advisors, LLC 7,693 $2.34M 0.14% new 13F-HR Timeline MWA Asset Management More: the full row for MWA Asset Management 7,691 $2.34M 1.3% -309 13F-HR Timeline Sivia Capital Partners, LLC More: the full row for Sivia Capital Partners, LLC 7,680 $2.33M 0.47% -104 13F-HR Timeline Kapitalo Investimentos Ltda More: the full row for Kapitalo Investimentos Ltda 7,664 $2.33M 0.45% -78,000 13F-HR Timeline Plato Investment Management Ltd More: the full row for Plato Investment Management Ltd 7,615 $2.33M 0.15% -978 13F-HR Timeline FORTRESS PRIVATE LEDGER, LLC More: the full row for FORTRESS PRIVATE LEDGER, LLC 7,641 $2.32M 0.76% +2,886 13F-HR Timeline FLC Capital Advisors More: the full row for FLC Capital Advisors 7,611 $2.31M 0.43% 0 13F-HR Timeline Greenwich Wealth Management LLC More: the full row for Greenwich Wealth Management LLC 7,603 $2.31M 0.1% +62 13F-HR Timeline TOCQUEVILLE ASSET MANAGEMENT L.P. in group TOCQUEVILLE ASSET MANAGEMENT … More: the full row for TOCQUEVILLE ASSET MANAGEMENT L.P. 7,589 $2.31M 0.03% +576 13F-HR Timeline Group MITCHELL & PAHL PRIVATE WEALTH, LLC More: the full row for MITCHELL & PAHL PRIVATE WEALTH, LLC 7,553 $2.3M 0.95% -370 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 7,543 $2.29M 0.1% +537 13F-HR Timeline Hyperion Capital Advisors LP More: the full row for Hyperion Capital Advisors LP 7,513 $2.28M 1.12% +2,346 13F-HR Timeline City State Bank More: the full row for City State Bank 7,412 $2.25M 0.62% +25 13F-HR Timeline BEACON FINANCIAL GROUP More: the full row for BEACON FINANCIAL GROUP 7,407 $2.25M 0.22% +90 13F-HR Timeline Turning Point Benefit Group, Inc. More: the full row for Turning Point Benefit Group, Inc. 7,365 $2.24M 1.17% +110 13F-HR Timeline GK Wealth Management LLC More: the full row for GK Wealth Management LLC 7,353 $2.23M 1.64% +569 13F-HR Timeline DENALI ADVISORS LLC More: the full row for DENALI ADVISORS LLC 7,342 $2.23M 0.25% -200 13F-HR Timeline CRUX WEALTH ADVISORS More: the full row for CRUX WEALTH ADVISORS 7,340 $2.23M 0.83% -447 13F-HR Timeline Todd Wealth Management, LLC More: the full row for Todd Wealth Management, LLC 7,315 $2.22M 2.01% 13F-HR Timeline TWIN CITY PRIVATE WEALTH, LLC More: the full row for TWIN CITY PRIVATE WEALTH, LLC 7,290 $2.22M 1.68% +376 13F-HR Timeline Putney Financial Group LLC More: the full row for Putney Financial Group LLC 7,308 $2.22M 2.08% -248 13F-HR Timeline VICTORY FINANCIAL GROUP, LLC More: the full row for VICTORY FINANCIAL GROUP, LLC 7,290 $2.22M 0.28% +2,163 13F-HR Timeline WD RUTHERFORD LLC More: the full row for WD RUTHERFORD LLC 7,240 $2.2M 0.92% +179 13F-HR Timeline May Hill Capital, LLC More: the full row for May Hill Capital, LLC 7,215 $2.19M 0.59% +327 13F-HR/A Timeline NORTHEAST INVESTMENT MANAGEMENT More: the full row for NORTHEAST INVESTMENT MANAGEMENT 7,204 $2.19M 0.09% +99 13F-HR Timeline Davis Selected Advisers More: the full row for Davis Selected Advisers 7,200 $2.19M 0.01% 0 13F-HR Timeline VeraBank, N.A. More: the full row for VeraBank, N.A. 7,197 $2.19M 0.4% -325 13F-HR Timeline BAXTER BROS INC More: the full row for BAXTER BROS INC 7,192 $2.19M 0.25% -770 13F-HR Timeline Elyxium Wealth, LLC More: the full row for Elyxium Wealth, LLC 7,188 $2.18M 0.64% +180 13F-HR Timeline VERUS CAPITAL PARTNERS, LLC More: the full row for VERUS CAPITAL PARTNERS, LLC 7,165 $2.18M 0.15% +356 13F-HR/A Timeline Brookwood Investment Group LLC More: the full row for Brookwood Investment Group LLC 7,162 $2.18M 0.26% +1,073 13F-HR Timeline Tempo Wealth, LLC More: the full row for Tempo Wealth, LLC 7,158 $2.18M 0.39% 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 7,124 $2.16M 0.11% +91 13F-HR Timeline Journey Advisory Group, LLC More: the full row for Journey Advisory Group, LLC 7,088 $2.15M 0.18% -61 13F-HR Timeline RATIONAL ADVISORS, INC. More: the full row for RATIONAL ADVISORS, INC. 7,082 $2.15M 0.22% +3,168 13F-HR Timeline Ted Buchan & Co More: the full row for Ted Buchan & Co 7,072 $2.15M 0.79% +27 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 7,070 $2.15M 0.03% +293 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Well Done, LLC More: the full row for Well Done, LLC 7,050 $2.14M 0.32% +1,716 13F-HR Timeline New Republic Capital, LLC More: the full row for New Republic Capital, LLC 7,031 $2.14M 0.57% +4,490 13F-HR Timeline Quantitative Investment Management, LLC More: the full row for Quantitative Investment Management, LLC 7,029 $2.14M 0.21% new 13F-HR Timeline Gradient Investments LLC in group Gradient Investments LLC More: the full row for Gradient Investments LLC 7,028 $2.14M 0.03% +1,931 13F-HR Timeline Group 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 7,011 $2.13M 1.42% -50 13F-HR Timeline GMT Capital Corp More: the full row for GMT Capital Corp 7,000 $2.13M 0.11% -3,600 13F-HR Timeline BW Gestao de Investimentos Ltda. More: the full row for BW Gestao de Investimentos Ltda. 6,992 $2.12M 0.07% new 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 6,988 $2.12M 0.16% +256 13F-HR Timeline Severin Investments, LLC More: the full row for Severin Investments, LLC 6,975 $2.12M 1.87% +2,112 13F-HR Timeline