SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 90,166 $5.63M 0.58% -8,859 13F-HR Timeline KLINGENSTEIN FIELDS & CO LP More: the full row for KLINGENSTEIN FIELDS & CO LP 89,933 $5.62M 0.21% +43,985 13F-HR Timeline Avestar Capital, LLC More: the full row for Avestar Capital, LLC 89,894 $5.62M 0.39% -638 13F-HR Timeline Dynamic Wealth Strategies, LLC More: the full row for Dynamic Wealth Strategies, LLC 89,211 $5.57M 3.32% +13,413 13F-HR Timeline MidAtlantic Capital Management, Inc. More: the full row for MidAtlantic Capital Management, Inc. 88,952 $5.56M 3.56% +350 13F-HR Timeline BLUESTEM FINANCIAL ADVISORS, LLC More: the full row for BLUESTEM FINANCIAL ADVISORS, LLC 88,788 $5.55M 2.14% -368 13F-HR Timeline Bestgate Wealth Advisors, LLC More: the full row for Bestgate Wealth Advisors, LLC 88,619 $5.54M 9.73% -531 13F-HR Timeline LCW Services, LLC More: the full row for LCW Services, LLC 88,593 $5.53M 2.95% 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 88,520 $5.53M 0.24% -556 13F-HR Timeline DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 87,973 $5.5M 0.1% +3,638 13F-HR Timeline Grey Ledge Advisors, LLC More: the full row for Grey Ledge Advisors, LLC 87,935 $5.49M 1.24% +1,636 13F-HR Timeline Wescott Financial Advisory Group, LLC More: the full row for Wescott Financial Advisory Group, LLC 87,244 $5.45M 0.48% -645 13F-HR Timeline SWMG, LLC More: the full row for SWMG, LLC 79,966 $5.39M 1.5% +8,121 13F-HR Timeline Alley Investment Management Company, LLC More: the full row for Alley Investment Management Company, LLC 86,126 $5.38M 0.63% -298 13F-HR Timeline Life Planning Partners, Inc More: the full row for Life Planning Partners, Inc 85,612 $5.35M 4.1% -5,847 13F-HR Timeline Climber Capital SA More: the full row for Climber Capital SA 85,690 $5.35M 3.48% 13F-HR Timeline ETF Store, Inc. 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More: the full row for AlTi Global, Inc. 84,947 $5.31M 0.11% +393 13F-HR Timeline Group Sagace Wealth Management LLC More: the full row for Sagace Wealth Management LLC 84,837 $5.3M 3.6% -598 13F-HR Timeline One Capital Management, LLC More: the full row for One Capital Management, LLC 84,480 $5.28M 0.16% +53,381 13F-HR Timeline ARQ WEALTH ADVISORS, LLC More: the full row for ARQ WEALTH ADVISORS, LLC 84,081 $5.25M 1.42% -476 13F-HR Timeline Donalies Financial Planning, LLC More: the full row for Donalies Financial Planning, LLC 83,960 $5.25M 4.47% 13F-HR Timeline Graetz Wealth LLC More: the full row for Graetz Wealth LLC 83,616 $5.22M 4.76% 13F-HR Timeline Laurel Wealth Planning LLC More: the full row for Laurel Wealth Planning LLC 83,504 $5.22M 2.89% +5,017 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 83,460 $5.21M 0.11% +8,829 13F-HR Timeline James J. Burns & Company, LLC More: the full row for James J. Burns & Company, LLC 83,343 $5.21M 0.72% +815 13F-HR Timeline WEST BANCORPORATION INC More: the full row for WEST BANCORPORATION INC 83,170 $5.2M 2.72% +10,205 13F-HR Timeline HIGHLAND CAPITAL MANAGEMENT, LLC More: the full row for HIGHLAND CAPITAL MANAGEMENT, LLC 83,044 $5.19M 0.26% 0 13F-HR Timeline Verum Partners LLC More: the full row for Verum Partners LLC 82,915 $5.18M 1.04% -4,622 13F-HR Timeline Willis Johnson & Associates, Inc. More: the full row for Willis Johnson & Associates, Inc. 82,868 $5.18M 0.32% +4,855 13F-HR Timeline Stonekeep Investments, LLC More: the full row for Stonekeep Investments, LLC 82,784 $5.17M 3.31% +3,802 13F-HR/A Timeline Arta Finance Wealth Management LLC More: the full row for Arta Finance Wealth Management LLC 82,749 $5.17M 2.64% 13F-HR Timeline Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 82,714 $5.17M 0.01% +79,037 13F-HR Timeline SENTINEL TRUST CO LBA More: the full row for SENTINEL TRUST CO LBA 82,232 $5.14M 0.51% -3,162 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 82,153 $5.13M 0.19% +2,833 13F-HR Timeline Balboa Wealth Partners More: the full row for Balboa Wealth Partners 82,134 $5.13M 0.85% -161 13F-HR Timeline CONDOR CAPITAL MANAGEMENT More: the full row for CONDOR CAPITAL MANAGEMENT 81,980 $5.12M 0.41% -822 13F-HR Timeline Stonebridge Financial Planning Group, L… More: the full row for Stonebridge Financial Planning Group, LLC 81,967 $5.12M 1.85% +10,775 13F-HR Timeline NORTHWEST WEALTH MANAGEMENT, LLC More: the full row for NORTHWEST WEALTH MANAGEMENT, LLC 81,932 $5.12M 0.81% -6,438 13F-HR Timeline PARTHENON LLC More: the full row for PARTHENON LLC 81,775 $5.11M 0.55% -3,496 13F-HR Timeline CALTON & ASSOCIATES, INC. More: the full row for CALTON & ASSOCIATES, INC. 81,353 $5.08M 0.75% -7,079 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 81,243 $5.08M 0.28% -2,748 13F-HR Timeline Group Flywheel Private Wealth LLC More: the full row for Flywheel Private Wealth LLC 81,163 $5.07M 3.17% -899 13F-HR Timeline NORRIS PERNE & FRENCH LLP/MI More: the full row for NORRIS PERNE & FRENCH LLP/MI 81,101 $5.07M 0.33% -954 13F-HR Timeline Laraway Financial Advisors Inc More: the full row for Laraway Financial Advisors Inc 81,003 $5.06M 3.3% +2,435 13F-HR Timeline Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 80,938 $5.06M 0.41% +3,094 13F-HR Timeline Marks Group Wealth Management, Inc More: the full row for Marks Group Wealth Management, Inc 80,345 $5.02M 0.48% +7,022 13F-HR Timeline Crusonia Wealth Advisors LLC More: the full row for Crusonia Wealth Advisors LLC 80,295 $5.02M 1.1% 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 79,908 $4.99M 0.13% +4,588 13F-HR Timeline First National Trust Co More: the full row for First National Trust Co 79,244 $4.95M 0.17% +15,883 13F-HR Timeline Adelphi Trust Co More: the full row for Adelphi Trust Co 79,037 $4.94M 4.03% 13F-HR Timeline Autumn Glory Partners, LLC More: the full row for Autumn Glory Partners, LLC 78,967 $4.93M 1.73% +61,937 13F-HR Timeline Sightline Wealth Advisors, LLC More: the full row for Sightline Wealth Advisors, LLC 78,837 $4.92M 2.1% +7,274 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 78,760 $4.92M 0.18% +61,935 13F-HR Timeline GOLDEN ROAD ADVISORS LLC More: the full row for GOLDEN ROAD ADVISORS LLC 78,478 $4.9M 2.79% +785 13F-HR Timeline Mill Creek Capital Advisors, LLC More: the full row for Mill Creek Capital Advisors, LLC 78,066 $4.88M 0.1% +368 13F-HR Timeline Addison Capital Co More: the full row for Addison Capital Co 77,616 $4.85M 1.21% +22,457 13F-HR Timeline Brady Martz Wealth Solutions, LLC More: the full row for Brady Martz Wealth Solutions, LLC 77,411 $4.84M 0.85% +56,725 13F-HR Timeline Birch Hill Investment Advisors LLC More: the full row for Birch Hill Investment Advisors LLC 77,295 $4.83M 0.2% +4,456 13F-HR Timeline Summit Financial Strategies, Inc. 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More: the full row for Moors & Cabot, Inc. 71,893 $4.49M 0.19% +18,762 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 71,798 $4.49M 0.39% -4,702 13F-HR Timeline Nabity-Jensen Investment Management Inc More: the full row for Nabity-Jensen Investment Management Inc 71,290 $4.45M 3.02% +2,502 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 71,264 $4.45M 0.15% -3,120 13F-HR Timeline Rockingstone Advisors LLC More: the full row for Rockingstone Advisors LLC 70,974 $4.43M 2.02% -20 13F-HR Timeline Red Tortoise LLC More: the full row for Red Tortoise LLC 70,963 $4.43M 1.9% +697 13F-HR Timeline Greenspring Advisors, LLC More: the full row for Greenspring Advisors, LLC 70,717 $4.42M 0.27% +63,971 13F-HR Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 70,680 $4.42M 0.2% +8,384 13F-HR Timeline Napier Financial, LLC More: the full row for Napier Financial, LLC 70,392 $4.4M 1.1% 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 70,372 $4.4M 0.33% +1,260 13F-HR Timeline SVB WEALTH LLC More: the full row for SVB WEALTH LLC 70,211 $4.39M 0.26% -1,398 13F-HR Timeline Woodward Financial Advisors, Inc. More: the full row for Woodward Financial Advisors, Inc. 70,131 $4.38M 1.64% -73 13F-HR Timeline Conservest Capital Advisors, Inc. More: the full row for Conservest Capital Advisors, Inc. 69,997 $4.37M 0.39% +918 13F-HR Timeline Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 69,976 $4.37M 0.1% +2,812 13F-HR Timeline Barry Investment Advisors, LLC More: the full row for Barry Investment Advisors, LLC 69,540 $4.34M 0.97% +479 13F-HR Timeline SECURITY BENEFIT LIFE INSURANCE CO /KS/ in group SECURITY BENEFIT LIFE INSURAN… More: the full row for SECURITY BENEFIT LIFE INSURANCE CO /KS/ 69,200 $4.32M 1.79% -1,600 13F-HR Timeline Group WESBANCO BANK INC More: the full row for WESBANCO BANK INC 68,825 $4.3M 0.12% -21,114 13F-HR Timeline Andrews Advisory Associates, LLC More: the full row for Andrews Advisory Associates, LLC 68,537 $4.28M 2.28% 13F-HR Timeline RENASANT BANK More: the full row for RENASANT BANK 68,291 $4.27M 2.89% -10,784 13F-HR Timeline VERITY Wealth Advisors More: the full row for VERITY Wealth Advisors 67,932 $4.24M 2.63% 0 13F-HR Timeline BCGM Wealth Management, LLC More: the full row for BCGM Wealth Management, LLC 67,475 $4.22M 1.08% -32,007 13F-HR Timeline Northstar Financial Companies, Inc. More: the full row for Northstar Financial Companies, Inc. 67,326 $4.21M 3.35% -1,066 13F-HR Timeline Luminvest Wealth Management LLC More: the full row for Luminvest Wealth Management LLC 67,197 $4.2M 1.16% +29,453 13F-HR Timeline PCM Encore, LLC More: the full row for PCM Encore, LLC 67,034 $4.19M 0.89% 13F-HR Timeline SCHRODER INVESTMENT MANAGEMENT GROUP More: the full row for SCHRODER INVESTMENT MANAGEMENT GROUP 66,411 $4.17M <0.01% -797,685 13F-HR Timeline CAMELOT TECHNOLOGY ADVISORS, INC. More: the full row for CAMELOT TECHNOLOGY ADVISORS, INC. 66,552 $4.16M 3.13% +1,017 13F-HR Timeline Gold Investment Management Ltd. More: the full row for Gold Investment Management Ltd. 66,513 $4.16M 1.33% 0 13F-HR Timeline Pine Harbor Wealth Management, LLC More: the full row for Pine Harbor Wealth Management, LLC 66,501 $4.15M 1.27% +18,684 13F-HR Timeline OPINICUS CAPITAL, INC. More: the full row for OPINICUS CAPITAL, INC. 66,445 $4.15M 2.89% -190 13F-HR Timeline Aegis Wealth Management LLC More: the full row for Aegis Wealth Management LLC 66,276 $4.14M 2.34% -2,088 13F-HR Timeline Sincerus Advisory, LLC More: the full row for Sincerus Advisory, LLC 66,239 $4.14M 3.33% +1,266 13F-HR Timeline Van Cleef Asset Management,Inc More: the full row for Van Cleef Asset Management,Inc 66,089 $4.13M 0.42% -325 13F-HR Timeline BridgePort Financial Solutions, LLC More: the full row for BridgePort Financial Solutions, LLC 65,942 $4.12M 1.11% -2,459 13F-HR Timeline DMKC Advisory Services, LLC More: the full row for DMKC Advisory Services, LLC 65,793 $4.11M 1.8% +5,187 13F-HR Timeline Monument Capital Management More: the full row for Monument Capital Management 65,587 $4.1M 1.02% -1,233 13F-HR Timeline NESTEGG ADVISORS, INC. More: the full row for NESTEGG ADVISORS, INC. 65,306 $4.08M 3.48% +946 13F-HR Timeline Atlantic Edge Private Wealth Management… More: the full row for Atlantic Edge Private Wealth Management, LLC 65,095 $4.07M 1.01% -1,025 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 65,088 $4.07M 0.09% +603 13F-HR Timeline Bravera Wealth More: the full row for Bravera Wealth 64,985 $4.06M 2.03% 13F-HR Timeline Allodium Investment Consultants, LLC More: the full row for Allodium Investment Consultants, LLC 64,487 $4.03M 2.04% -1,096 13F-HR Timeline THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 64,390 $4.02M 0.24% +2,574 13F-HR Timeline Cushing Capital Partners, LLC More: the full row for Cushing Capital Partners, LLC 64,192 $4.01M 2.97% +5,759 13F-HR Timeline Calydon Capital More: the full row for Calydon Capital 64,166 $4.01M 0.68% new 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 64,071 $4M 1.13% +969 13F-HR Timeline Silver Coast Investments LLC More: the full row for Silver Coast Investments LLC 64,034 $4M 1.38% -5,371 13F-HR Timeline Evanson Asset Management, LLC More: the full row for Evanson Asset Management, LLC 63,956 $4M 0.22% +6,774 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 63,736 $3.98M 0.19% +7,583 13F-HR Timeline Shepherd Financial Partners LLC More: the full row for Shepherd Financial Partners LLC 63,699 $3.98M 0.37% -2,517 13F-HR Timeline Walker Financial Services, Inc. More: the full row for Walker Financial Services, Inc. 63,657 $3.98M 1.44% +21,023 13F-HR Timeline CJM Wealth Advisers, Ltd. More: the full row for CJM Wealth Advisers, Ltd. 63,653 $3.98M 1.19% +604 13F-HR Timeline Centerline Wealth Advisors, LLC More: the full row for Centerline Wealth Advisors, LLC 63,542 $3.97M 1.44% -119,942 13F-HR Timeline Greystone Financial Group, LLC More: the full row for Greystone Financial Group, LLC 62,928 $3.93M 0.61% +1,092 13F-HR Timeline STAR Financial Bank More: the full row for STAR Financial Bank 62,876 $3.93M 2.01% +56,709 13F-HR Timeline WATERS PARKERSON & CO., LLC More: the full row for WATERS PARKERSON & CO., LLC 62,590 $3.91M 0.19% +4,504 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 62,573 $3.91M 0.05% +478 13F-HR Timeline Group PATTON FUND MANAGEMENT, INC. More: the full row for PATTON FUND MANAGEMENT, INC. 62,454 $3.9M 0.52% +6,235 13F-HR Timeline Armbruster Capital Management, Inc. More: the full row for Armbruster Capital Management, Inc. 62,336 $3.89M 0.65% -290 13F-HR Timeline Berger Financial Group, Inc More: the full row for Berger Financial Group, Inc 62,296 $3.89M 0.23% -484 13F-HR Timeline FFT WEALTH MANAGEMENT LLC More: the full row for FFT WEALTH MANAGEMENT LLC 62,173 $3.88M 0.74% -3,547 13F-HR Timeline NOMURA ASSET MANAGEMENT CO LTD in group NOMURA ASSET MANAGEMENT CO LTD More: the full row for NOMURA ASSET MANAGEMENT CO LTD 61,960 $3.87M 0.01% -8,000 13F-HR Timeline Group KIRTLAND HILLS CAPITAL MANAGEMENT, LLC More: the full row for KIRTLAND HILLS CAPITAL MANAGEMENT, LLC 61,960 $3.87M 1.36% +14,143 13F-HR Timeline Michael & Susan Dell Foundation More: the full row for Michael & Susan Dell Foundation 61,900 $3.87M 0.13% new 13F-HR Timeline GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 61,827 $3.86M 0.14% -22,414 13F-HR Timeline Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 61,630 $3.85M 0.29% +2,142 13F-HR Timeline Old Peak Finance LLC More: the full row for Old Peak Finance LLC 61,494 $3.84M 2.37% 13F-HR Timeline Palatine Hill Wealth Management, LLC More: the full row for Palatine Hill Wealth Management, LLC 61,349 $3.83M 3.09% 13F-HR Timeline Quartz Partners, LLC More: the full row for Quartz Partners, LLC 61,269 $3.83M 1.42% +1,048 13F-HR Timeline One Day In July LLC More: the full row for One Day In July LLC 60,676 $3.79M 0.31% -37,471 13F-HR Timeline COLLECTIVE FAMILY OFFICE LLC More: the full row for COLLECTIVE FAMILY OFFICE LLC 60,661 $3.79M 0.87% -244 13F-HR Timeline WEALTHSPAN PARTNERS, LLC More: the full row for WEALTHSPAN PARTNERS, LLC 60,589 $3.79M 1.38% +9,796 13F-HR Timeline BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 60,490 $3.78M 1.26% -1,542 13F-HR Timeline CogentBlue Wealth Advisors, LLC More: the full row for CogentBlue Wealth Advisors, LLC 60,409 $3.77M 2.57% -2,257 13F-HR Timeline Pathfinder Wealth Consulting, Inc. More: the full row for Pathfinder Wealth Consulting, Inc. 60,358 $3.77M 2.38% 13F-HR Timeline Legacy Edge Advisors, LLC More: the full row for Legacy Edge Advisors, LLC 60,314 $3.77M 0.41% +13,759 13F-HR Timeline Essential Planning, LLC. More: the full row for Essential Planning, LLC. 60,308 $3.77M 1.2% +16,430 13F-HR Timeline Charter Oak Capital Management, LLC More: the full row for Charter Oak Capital Management, LLC 60,103 $3.75M 0.29% +1,542 13F-HR Timeline ROCKLAND TRUST CO More: the full row for ROCKLAND TRUST CO 59,982 $3.75M 0.15% +2,582 13F-HR Timeline CHILTON INVESTMENT CO INC. More: the full row for CHILTON INVESTMENT CO INC. 59,721 $3.73M 0.08% -13,865 13F-HR Timeline Gray Private Wealth, LLC More: the full row for Gray Private Wealth, LLC 59,434 $3.71M 1.81% -68 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 59,344 $3.71M 0.22% -552 13F-HR Timeline Group Midwest Financial Partners Investments,… More: the full row for Midwest Financial Partners Investments, Inc. 59,135 $3.69M 2.05% 13F-HR Timeline Elm Partners Management LLC More: the full row for Elm Partners Management LLC 59,046 $3.69M 0.14% +6,680 13F-HR/A Timeline TPG Financial Advisors, LLC More: the full row for TPG Financial Advisors, LLC 59,006 $3.69M 1.23% +278 13F-HR Timeline Washington Trust Bank More: the full row for Washington Trust Bank 58,645 $3.66M 0.26% +188 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Pacific Park Financial, Inc. More: the full row for Pacific Park Financial, Inc. 58,521 $3.66M 2.28% 13F-HR Timeline PFC CAPITAL GROUP, INC. More: the full row for PFC CAPITAL GROUP, INC. 58,325 $3.64M 1.5% +5,674 13F-HR Timeline Morling Financial Advisors, LLC More: the full row for Morling Financial Advisors, LLC 58,266 $3.64M 1.15% +30 13F-HR Timeline Wingate Wealth Advisors, Inc. More: the full row for Wingate Wealth Advisors, Inc. 58,143 $3.63M 2.03% +3,404 13F-HR Timeline Alpine Bank Wealth Management in group Alpine Bank Wealth Management More: the full row for Alpine Bank Wealth Management 57,904 $3.62M 0.51% -615 13F-HR Timeline Group Mullaney, Keating & Wright, Inc. 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More: the full row for Greykasell Wealth Strategies, Inc. 56,968 $3.56M 1.41% -1,087 13F-HR Timeline Firestone Capital Management More: the full row for Firestone Capital Management 56,796 $3.55M 0.75% +235 13F-HR Timeline Cove Private Wealth, LLC More: the full row for Cove Private Wealth, LLC 56,475 $3.53M 1.05% 0 13F-HR Timeline Archvest Wealth Advisors, Inc. More: the full row for Archvest Wealth Advisors, Inc. 56,456 $3.53M 2.25% +5,348 13F-HR/A Timeline LPWM LLC More: the full row for LPWM LLC 56,433 $3.53M 0.89% +2,556 13F-HR Timeline DEBUSSY CAPITAL MANAGEMENT LP More: the full row for DEBUSSY CAPITAL MANAGEMENT LP 56,310 $3.52M 0.48% -4,443 13F-HR Timeline ETF Portfolio Partners, Inc. More: the full row for ETF Portfolio Partners, Inc. 56,272 $3.52M 0.91% -208 13F-HR Timeline WORLD EQUITY GROUP, INC. 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