CITY NATIONAL BANK OF FLORIDA /MSD More: the full row for CITY NATIONAL BANK OF FLORIDA /MSD 18,839 $1.14M 1.04% 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 18,525 $1.12M 0.08% -3,529 13F-HR Timeline Kiker Wealth Management, LLC More: the full row for Kiker Wealth Management, LLC 18,482 $1.11M 0.9% 13F-HR Timeline New England Research & Management, Inc. More: the full row for New England Research & Management, Inc. 18,375 $1.11M 0.56% new 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 18,264 $1.1M 0.06% -199 13F-HR Timeline Tradition Wealth Management, LLC More: the full row for Tradition Wealth Management, LLC 18,176 $1.1M 0.1% +4,530 13F-HR Timeline Sabal Trust CO More: the full row for Sabal Trust CO 18,152 $1.09M 0.06% -14 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 18,081 $1.09M 0.11% +1,080 13F-HR Timeline Group BANTAMAC CAPITAL, LLC More: the full row for BANTAMAC CAPITAL, LLC 18,014 $1.09M 0.49% -418 13F-HR Timeline Barbara Oil Co. More: the full row for Barbara Oil Co. 18,000 $1.09M 0.45% 0 13F-HR Timeline V-Square Quantitative Management LLC More: the full row for V-Square Quantitative Management LLC 17,987 $1.08M 0.15% +4,442 13F-HR Timeline Good Life Advisors, LLC More: the full row for Good Life Advisors, LLC 17,910 $1.08M 0.08% +9,534 13F-HR Timeline Fieldview Capital Management, LLC More: the full row for Fieldview Capital Management, LLC 17,816 $1.07M 0.17% 13F-HR Timeline Waldron Private Wealth LLC More: the full row for Waldron Private Wealth LLC 17,778 $1.07M 0.04% -249 13F-HR Timeline PARUS FINANCE (UK) Ltd More: the full row for PARUS FINANCE (UK) Ltd 17,700 $1.07M 0.33% new 13F-HR Timeline CREDIT INDUSTRIEL ET COMMERCIAL More: the full row for CREDIT INDUSTRIEL ET COMMERCIAL 17,612 $1.06M 0.28% 13F-HR/A Timeline Linscomb Wealth, Inc. More: the full row for Linscomb Wealth, Inc. 17,509 $1.06M 0.05% new 13F-HR Timeline Solidarity Wealth, LLC More: the full row for Solidarity Wealth, LLC 17,500 $1.06M 0.28% -3,500 13F-HR Timeline ELCO Management Co., LLC More: the full row for ELCO Management Co., LLC 17,487 $1.05M 0.55% +10,827 13F-HR Timeline GABLES CAPITAL MANAGEMENT INC. More: the full row for GABLES CAPITAL MANAGEMENT INC. 17,460 $1.05M 0.51% -1,100 13F-HR Timeline Callan Family Office, LLC More: the full row for Callan Family Office, LLC 17,456 $1.05M 0.07% new 13F-HR Timeline Quadcap Wealth Management, LLC More: the full row for Quadcap Wealth Management, LLC 17,425 $1.05M 0.15% -81 13F-HR Timeline Bernard Wealth Management Corp. More: the full row for Bernard Wealth Management Corp. 17,412 $1.05M 0.49% 13F-HR/A Timeline Essex Financial Services, Inc. group of 2 filers holding More: the full row for Essex Financial Services, Inc. 17,313 $1.04M +1,497 Timeline BRAUN STACEY ASSOCIATES INC More: the full row for BRAUN STACEY ASSOCIATES INC 17,207 $1.04M 0.04% -318,374 13F-HR Timeline LEDERER & ASSOCIATES INVESTMENT COUNSEL… More: the full row for LEDERER & ASSOCIATES INVESTMENT COUNSEL/CA 17,188 $1.04M 0.72% +6,554 13F-HR Timeline KELLEHER FINANCIAL ADVISORS More: the full row for KELLEHER FINANCIAL ADVISORS 17,168 $1.04M 0.39% +4,399 13F-HR Timeline BOOTHBAY FUND MANAGEMENT, LLC More: the full row for BOOTHBAY FUND MANAGEMENT, LLC 17,131 $1.03M 0.03% -22,435 13F-HR Timeline GREENLEAF TRUST More: the full row for GREENLEAF TRUST 17,107 $1.03M 0.01% -1,972 13F-HR Timeline MEYER HANDELMAN CO More: the full row for MEYER HANDELMAN CO 17,100 $1.03M 0.04% 0 13F-HR Timeline Nicholas Wealth, LLC. More: the full row for Nicholas Wealth, LLC. 15,653 $1.03M 0.56% +3,158 13F-HR Timeline Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 16,960 $1.02M 0.12% +189 13F-HR Timeline HARMONY ASSET MANAGEMENT LLC More: the full row for HARMONY ASSET MANAGEMENT LLC 16,870 $1.02M 0.4% +9,875 13F-HR Timeline Advisory Resource Group More: the full row for Advisory Resource Group 16,829 $1.02M 0.22% +2,836 13F-HR Timeline Dynasty Wealth Management, LLC More: the full row for Dynasty Wealth Management, LLC 16,760 $1.01M 0.02% new 13F-HR Timeline BURKE & HERBERT BANK & TRUST CO More: the full row for BURKE & HERBERT BANK & TRUST CO 16,700 $1.01M 0.24% 0 13F-HR Timeline Machina Capital S.A.S. More: the full row for Machina Capital S.A.S. 16,576 $1000K 0.42% +12,407 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 16,572 $1000K 0.03% -12,856 13F-HR Timeline Group Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 16,489 $995K 0.92% 13F-HR Timeline Aljian Capital Management, LLC More: the full row for Aljian Capital Management, LLC 16,479 $994K 0.22% +325 13F-HR Timeline Bell & Brown Wealth Advisors, LLC More: the full row for Bell & Brown Wealth Advisors, LLC 16,442 $992K 0.37% new 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 16,405 $990K 0.03% +1,868 13F-HR/A Timeline JEPPSON WEALTH MANAGEMENT, LLC More: the full row for JEPPSON WEALTH MANAGEMENT, LLC 16,389 $989K 0.36% +110 13F-HR Timeline Zullo Investment Group, Inc. More: the full row for Zullo Investment Group, Inc. 16,291 $983K 0.4% +1,115 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 16,280 $982K 0.04% +7,441 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 16,243 $980K 0.11% -4,376 13F-HR Timeline Group SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 16,183 $976K 0.06% -5,460 13F-HR Timeline 626 Financial, LLC More: the full row for 626 Financial, LLC 16,093 $971K 0.52% 0 13F-HR Timeline OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 16,030 $967K 0.02% +4,919 13F-HR Timeline FLOW TRADERS U.S. LLC More: the full row for FLOW TRADERS U.S. LLC 15,869 $957K 0.04% new 13F-HR Timeline EMERALD ADVISERS, LLC group of 2 filers holding More: the full row for EMERALD ADVISERS, LLC 15,836 $955K +1,493 Timeline FineMark National Bank & Trust More: the full row for FineMark National Bank & Trust 15,807 $953K 0.03% -93 13F-HR Timeline Kintegral Advisory, LLC in group Kintegral Advisory, LLC More: the full row for Kintegral Advisory, LLC 15,776 $952K 0.09% -735 13F-HR Timeline Group Rockline Wealth Management, LLC More: the full row for Rockline Wealth Management, LLC 15,765 $951K 0.25% +2,568 13F-HR Timeline Greenland Capital Management LP More: the full row for Greenland Capital Management LP 15,682 $946K 0.19% -31,881 13F-HR Timeline Joseph P. Lucia & Associates, LLC More: the full row for Joseph P. Lucia & Associates, LLC 15,669 $945K 0.42% +739 13F-HR Timeline DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 15,667 $945K 0.02% +557 13F-HR Timeline PLATINUM INVESTMENT MANAGEMENT LTD More: the full row for PLATINUM INVESTMENT MANAGEMENT LTD 15,563 $939K 0.06% new 13F-HR Timeline Revolve Wealth Partners, LLC More: the full row for Revolve Wealth Partners, LLC 15,563 $939K 0.14% +6,129 13F-HR/A Timeline RMR Wealth Builders More: the full row for RMR Wealth Builders 15,482 $934K 0.1% +1,869 13F-HR/A Timeline Talon Private Wealth, LLC More: the full row for Talon Private Wealth, LLC 15,435 $931K 0.19% +11,201 13F-HR/A Timeline Citizens National Bank Trust Department More: the full row for Citizens National Bank Trust Department 15,369 $927K 0.2% +5,554 13F-HR Timeline MONEY CONCEPTS CAPITAL CORP More: the full row for MONEY CONCEPTS CAPITAL CORP 15,307 $923K 0.07% new 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 15,280 $922K 0.03% +1,403 13F-HR Timeline Emergent Wealth Advisors, LLC More: the full row for Emergent Wealth Advisors, LLC 15,170 $915K 0.66% -606 13F-HR Timeline DeDora Capital, Inc. More: the full row for DeDora Capital, Inc. 15,134 $913K 0.25% +274 13F-HR Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 15,120 $912K 0.17% -20,377 13F-HR Timeline Barden Capital Management, Inc. More: the full row for Barden Capital Management, Inc. 15,109 $911K 0.78% +172 13F-HR Timeline Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 15,018 $906K 0.04% +4,050 13F-HR Timeline South Dakota Investment Council More: the full row for South Dakota Investment Council 14,976 $903K 0.02% 0 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 14,915 $900K 0.08% -1,950 13F-HR Timeline VAN ECK ASSOCIATES CORP in group VAN ECK ASSOCIATES CORP More: the full row for VAN ECK ASSOCIATES CORP 14,910 $899K <0.01% +10,364 13F-HR Timeline Group Financial Advocates Investment Manageme… More: the full row for Financial Advocates Investment Management 14,897 $899K 0.05% -522 13F-HR Timeline NTV Asset Management LLC More: the full row for NTV Asset Management LLC 14,878 $897K 0.12% +2,436 13F-HR Timeline Legacy Capital Group California, Inc. More: the full row for Legacy Capital Group California, Inc. 14,874 $897K 0.27% new 13F-HR Timeline Aspen Grove Capital, LLC More: the full row for Aspen Grove Capital, LLC 14,868 $897K 0.19% -28 13F-HR Timeline Lineweaver Wealth Advisors, LLC More: the full row for Lineweaver Wealth Advisors, LLC 14,835 $896K 0.17% +533 13F-HR Timeline DDD Partners, LLC More: the full row for DDD Partners, LLC 14,834 $895K 0.11% +9,803 13F-HR Timeline VIRTUS ADVISERS, LLC in group Virtus Investment Advisers, L… More: the full row for VIRTUS ADVISERS, LLC 14,810 $893K 0.36% +1,062 13F-HR Timeline Group Arax Advisory Partners More: the full row for Arax Advisory Partners 14,777 $891K 0.06% +4,969 13F-HR Timeline FIRST NATIONAL BANK SIOUX FALLS More: the full row for FIRST NATIONAL BANK SIOUX FALLS 14,709 $887K 0.38% +2,352 13F-HR Timeline FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 14,706 $887K 0.08% -1,636 13F-HR Timeline Souders Financial Advisors More: the full row for Souders Financial Advisors 14,452 $872K 0.12% -2,775 13F-HR Timeline Beaumont Asset Management, L.L.C. More: the full row for Beaumont Asset Management, L.L.C. 14,449 $872K 0.5% -49 13F-HR Timeline WP Advisors, LLC More: the full row for WP Advisors, LLC 14,410 $869K 0.29% +1,150 13F-HR Timeline Woodline Partners LP More: the full row for Woodline Partners LP 14,346 $865K 0.01% new 13F-HR Timeline Mechanics Financial Corp More: the full row for Mechanics Financial Corp 14,184 $856K 0.38% -40 13F-HR Timeline JT Stratford LLC More: the full row for JT Stratford LLC 14,174 $855K 0.14% -299 13F-HR Timeline Livforsakringsbolaget Skandia, Omsesidi… More: the full row for Livforsakringsbolaget Skandia, Omsesidigt 14,166 $854K 0.05% 0 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 14,006 $845K 0.12% +5,822 13F-HR Timeline Vest Financial, LLC More: the full row for Vest Financial, LLC 13,997 $844K 0.01% +3,226 13F-HR Timeline SENTRY INVESTMENT MANAGEMENT LLC More: the full row for SENTRY INVESTMENT MANAGEMENT LLC 13,936 $841K 0.4% -2,269 13F-HR Timeline Garden State Investment Advisory Servic… More: the full row for Garden State Investment Advisory Services LLC 13,902 $839K 0.26% +3,113 13F-HR Timeline PRINCETON CAPITAL MANAGEMENT LLC More: the full row for PRINCETON CAPITAL MANAGEMENT LLC 13,873 $837K 0.26% +2,577 13F-HR Timeline Avestar Capital, LLC More: the full row for Avestar Capital, LLC 13,796 $832K 0.08% +1,959 13F-HR Timeline Trivium Point Advisory, LLC More: the full row for Trivium Point Advisory, LLC 13,750 $829K 0.1% +630 13F-HR Timeline Te Ahumairangi Investment Management Ltd More: the full row for Te Ahumairangi Investment Management Ltd 13,750 $829K 0.17% new 13F-HR Timeline Private Advisory Group LLC More: the full row for Private Advisory Group LLC 13,719 $828K 0.09% +1,343 13F-HR/A Timeline Empirical Financial Services, LLC d.b.a… More: the full row for Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 13,716 $827K 0.02% -415 13F-HR Timeline READYSTATE ASSET MANAGEMENT LP More: the full row for READYSTATE ASSET MANAGEMENT LP 13,714 $827K 0.03% +11,034 13F-HR Timeline Freedom Investment Management, Inc. More: the full row for Freedom Investment Management, Inc. 13,670 $825K 0.07% -441 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 13,616 $821K 0.11% -1,500 13F-HR Timeline Black Swift Group, LLC More: the full row for Black Swift Group, LLC 13,600 $820K 0.17% new 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 13,575 $819K 0.02% +2,748 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 13,561 $818K 0.04% +4,699 13F-HR Timeline Sand Hill Global Advisors, LLC More: the full row for Sand Hill Global Advisors, LLC 13,496 $814K 0.03% -205 13F-HR Timeline OXFORD ASSET MANAGEMENT LLP More: the full row for OXFORD ASSET MANAGEMENT LLP 13,469 $812K 0.37% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Aspire Private Capital, LLC More: the full row for Aspire Private Capital, LLC 13,462 $812K 0.2% +765 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 13,413 $809K 0.03% -3,280 13F-HR Timeline L.M. KOHN & COMPANY More: the full row for L.M. KOHN & COMPANY 13,391 $808K 0.21% -30 13F-HR Timeline Forefront Wealth Partners, LLC More: the full row for Forefront Wealth Partners, LLC 13,389 $808K 0.6% 13F-HR Timeline CSS LLC/IL More: the full row for CSS LLC/IL 13,277 $801K 0.05% new 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 13,202 $796K 0.1% +10,462 13F-HR Timeline Accent Capital Management, LLC More: the full row for Accent Capital Management, LLC 13,185 $795K 0.45% +6,417 13F-HR Timeline Capital Markets Trading UK LLP More: the full row for Capital Markets Trading UK LLP 13,176 $795K 0.47% +9,479 13F-HR Timeline Alpha DNA Investment Management LLC More: the full row for Alpha DNA Investment Management LLC 13,154 $793K 0.43% new 13F-HR Timeline Bard Financial Services, Inc. More: the full row for Bard Financial Services, Inc. 13,050 $787K 0.09% -3,825 13F-HR Timeline BENEDICT FINANCIAL ADVISORS INC More: the full row for BENEDICT FINANCIAL ADVISORS INC 13,048 $787K 0.19% -337 13F-HR Timeline WOODSTOCK CORP More: the full row for WOODSTOCK CORP 12,908 $779K 0.08% -12 13F-HR Timeline Cyr Financial Inc. More: the full row for Cyr Financial Inc. 12,891 $778K 0.71% +2,298 13F-HR Timeline Bienville Capital Management, LLC More: the full row for Bienville Capital Management, LLC 12,874 $777K 0.19% 0 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 12,865 $776K 0.01% -1,910 13F-HR Timeline MANGROVE PARTNERS IM, LLC More: the full row for MANGROVE PARTNERS IM, LLC 12,843 $775K 0.09% 0 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 12,767 $770K 0.09% -3,026 13F-HR Timeline Symphony Financial, Ltd. Co. More: the full row for Symphony Financial, Ltd. Co. 11,310 $768K 0.12% +1,917 13F-HR Timeline ABLE Financial Group, LLC More: the full row for ABLE Financial Group, LLC 12,643 $763K 0.23% +3,382 13F-HR Timeline Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 12,621 $761K 0.02% -10,318 13F-HR Timeline Group Howard Capital Management, LLC More: the full row for Howard Capital Management, LLC 12,611 $761K 0.01% +757 13F-HR Timeline Echo Wealth Management, LLC More: the full row for Echo Wealth Management, LLC 12,595 $760K 0.53% +1,200 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 12,566 $758K 0.16% +335 13F-HR Timeline Capricorn Fund Managers Ltd More: the full row for Capricorn Fund Managers Ltd 12,460 $757K 0.34% -6,140 13F-HR Timeline Bramshill Investments, LLC More: the full row for Bramshill Investments, LLC 12,500 $754K 0.12% +6,566 13F-HR Timeline StoneCrest Wealth Management, Inc. More: the full row for StoneCrest Wealth Management, Inc. 12,500 $754K 0.49% +2,056 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 11,610 $754K 0.03% +2,125 13F-HR Timeline Schechter Investment Advisors, LLC More: the full row for Schechter Investment Advisors, LLC 12,460 $752K 0.06% -11,202 13F-HR Timeline CTC LLC More: the full row for CTC LLC 12,448 $751K 0.08% new 13F-HR Timeline Whalen Wealth Management Inc. More: the full row for Whalen Wealth Management Inc. 12,425 $749K 0.52% -11,880 13F-HR Timeline ARGONAUTICA PRIVATE WEALTH MANAGEMENT, … More: the full row for ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC 12,416 $749K 0.24% -15 13F-HR Timeline WOLVERINE ASSET MANAGEMENT LLC in group WOLVERINE ASSET MANAGEMENT LLC More: the full row for WOLVERINE ASSET MANAGEMENT LLC 12,363 $746K 0.01% -137 13F-HR Timeline Group Quad-Cities Investment Group, LLC More: the full row for Quad-Cities Investment Group, LLC 12,302 $742K 0.36% -75 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 12,283 $741K 0.02% -8,158 13F-HR Timeline SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 12,177 $734K 0.09% new 13F-HR Timeline FLC Capital Advisors More: the full row for FLC Capital Advisors 12,170 $734K 0.17% +1,050 13F-HR Timeline VELA Investment Management, LLC More: the full row for VELA Investment Management, LLC 12,155 $733K 0.25% +3,453 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 12,135 $732K 0.04% -6,487 13F-HR Timeline Endowment Wealth Management, Inc. More: the full row for Endowment Wealth Management, Inc. 12,065 $728K 0.49% -473 13F-HR Timeline DOLIVER ADVISORS, LP More: the full row for DOLIVER ADVISORS, LP 12,029 $726K 0.2% +250 13F-HR Timeline Catalina Capital Group, LLC More: the full row for Catalina Capital Group, LLC 11,927 $719K 0.24% -850 13F-HR Timeline Winslow Capital Management, LLC More: the full row for Winslow Capital Management, LLC 11,903 $718K <0.01% -5,837,279 13F-HR Timeline Rakuten Securities, Inc. More: the full row for Rakuten Securities, Inc. 11,844 $714K 0.28% +11,074 13F-HR Timeline BIRCHBROOK, INC. More: the full row for BIRCHBROOK, INC. 11,807 $712K 0.4% new 13F-HR Timeline Virtue Capital Management, LLC More: the full row for Virtue Capital Management, LLC 11,758 $709K 0.14% -1,587 13F-HR Timeline INTACT INVESTMENT MANAGEMENT INC. in group INTACT INVESTMENT MANAGEMENT … More: the full row for INTACT INVESTMENT MANAGEMENT INC. 11,700 $706K 0.02% +8,300 13F-HR Timeline Group CHILDRESS CAPITAL ADVISORS, LLC More: the full row for CHILDRESS CAPITAL ADVISORS, LLC 11,665 $704K 0.2% +7,059 13F-HR Timeline Capula Management Ltd in group Capula Management Ltd More: the full row for Capula Management Ltd 11,621 $701K <0.01% new 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. Bridgefront Capital, LLC More: the full row for Bridgefront Capital, LLC 11,566 $698K 0.24% +1,600 13F-HR Timeline GREYCROFT LP More: the full row for GREYCROFT LP 11,500 $694K 0.61% 0 13F-HR Timeline 180 WEALTH ADVISORS, LLC More: the full row for 180 WEALTH ADVISORS, LLC 11,478 $692K 0.11% +1,822 13F-HR Timeline Smith Group Asset Management, LLC More: the full row for Smith Group Asset Management, LLC 11,420 $689K 0.05% new 13F-HR Timeline New Century Financial Group, LLC More: the full row for New Century Financial Group, LLC 10,628 $686K 0.29% -1,063 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 11,352 $685K 0.06% +3,021 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 11,344 $684K 0.02% -344 13F-HR Timeline FFT WEALTH MANAGEMENT LLC More: the full row for FFT WEALTH MANAGEMENT LLC 11,334 $684K 0.05% +870 13F-HR Timeline PENNINGTON PARTNERS & CO., LLC More: the full row for PENNINGTON PARTNERS & CO., LLC 11,238 $678K 0.34% 13F-HR Timeline Blueshift Asset Management, LLC More: the full row for Blueshift Asset Management, LLC 11,227 $677K 0.25% -6,366 13F-HR Timeline TWIN FOCUS CAPITAL PARTNERS, LLC More: the full row for TWIN FOCUS CAPITAL PARTNERS, LLC 11,208 $676K 0.1% 0 13F-HR Timeline Finivi Inc. More: the full row for Finivi Inc. 11,186 $675K 0.54% +674 13F-HR Timeline Pine Valley Investments Ltd Liability Co More: the full row for Pine Valley Investments Ltd Liability Co 11,158 $673K 0.04% -426 13F-HR Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 11,076 $668K 0.1% -2,333 13F-HR Timeline Glenview Trust Co More: the full row for Glenview Trust Co 11,074 $668K 0.01% -5,759 13F-HR Timeline Clal Insurance Enterprises Holdings Ltd in group Clal Insurance Enterprises Ho… More: the full row for Clal Insurance Enterprises Holdings Ltd 11,050 $667K 0.01% -4,950 13F-HR Timeline Group Delta Investment Management, LLC More: the full row for Delta Investment Management, LLC 10,943 $660K 0.13% -3,699 13F-HR Timeline WRIGHT INVESTORS SERVICE INC More: the full row for WRIGHT INVESTORS SERVICE INC 10,898 $657K 0.21% -963 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. CHAPMAN FINANCIAL GROUP, LLC More: the full row for CHAPMAN FINANCIAL GROUP, LLC 10,887 $657K 0.53% 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 10,886 $657K 0.02% +400 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 10,871 $656K 0.01% +451 13F-HR Timeline LOOMIS SAYLES & CO L P in group LOOMIS SAYLES & CO L P More: the full row for LOOMIS SAYLES & CO L P 10,842 $654K <0.01% new 13F-HR Timeline Group Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 10,820 $653K 0.01% +3,674 13F-HR/A Timeline Group PETTYJOHN, WOOD & WHITE, INC More: the full row for PETTYJOHN, WOOD & WHITE, INC 10,785 $651K 0.12% new 13F-HR Timeline Disciplined Equity Management, Inc. More: the full row for Disciplined Equity Management, Inc. 10,770 $650K 0.42% +110 13F-HR Timeline RAELIPSKIE PARTNERSHIP More: the full row for RAELIPSKIE PARTNERSHIP 10,754 $649K 0.32% +50 13F-HR Timeline Claro Advisors Inc. More: the full row for Claro Advisors Inc. 10,727 $647K 0.09% -2,679 13F-HR Timeline Obermeyer Wealth Partners More: the full row for Obermeyer Wealth Partners 10,698 $645K 0.03% +7,606 13F-HR Timeline WEIK CAPITAL MANAGEMENT More: the full row for WEIK CAPITAL MANAGEMENT 10,685 $645K 0.26% new 13F-HR Timeline MJP ASSOCIATES INC /ADV More: the full row for MJP ASSOCIATES INC /ADV 10,663 $643K 0.12% +277 13F-HR Timeline HARBOR CAPITAL ADVISORS, INC. More: the full row for HARBOR CAPITAL ADVISORS, INC. 10,571 $638K 0.03% new 13F-HR Timeline SHAKER INVESTMENTS LLC/OH More: the full row for SHAKER INVESTMENTS LLC/OH 10,528 $635K 0.27% -17,003 13F-HR Timeline CONNING INC. in group CONNING INC. 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